{"unit_id": "quote:1897884094819963296", "ticker_idx": 0, "ts": "2025-03-07T05:36:43+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "EU unanimously approved €800 billion for defense spending, \"ReArm Europe.\" How much of that could be Defense or Warp Speed Software?", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish PLTR as a beneficiary of EU's €800B ReArm Europe defense spending initiative.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "🇪🇺 $PLTR WOW. EU unanimously approved €800 billion for defense spending, \"ReArm Europe.\"\n\nThis initiative aims to enhance Europe's defense capabilities, promote strategic autonomy, and respond to the shifting global security landscape, particularly in relation to U.S. policy changes and tensions with Russia.\n\nHow much of that could be Defense or Warp Speed Software? 🤔", "reply_text": null, "parent_text": null, "quoted_text": "$PLTR valuation makes ZERO sense \n\nBut then why do institutions keep buying it?\nWhat do they know that you don't?\n\nI work in BIG DATA analytics and let me share the secrets of Palantir in the most basic way\n\nPalantir has monopoly on Automated Governance, serving as the ultimate https://t.co/XGLRmO7rq8", "parent_author": null, "ret_m1d": -0.052408484109187636, "ret_signed_m1d": -0.052408484109187636, "alpha_spy_m1d": -0.04683494510702635, "alpha_c_m1d": -0.04683494510702635, "bench_spy_m1d": -0.005573539002161287, "bench_c_m1d": -0.005573539002161287, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.10045938100103835, "ret_signed_p1d": -0.10045938100103835, "alpha_spy_p1d": -0.0738238664786417, "alpha_c_p1d": -0.0738238664786417, "bench_spy_p1d": -0.026635514522396653, "bench_c_p1d": -0.026635514522396653, "ret_p1w": 0.015663574894575705, "ret_signed_p1w": 0.015663574894575705, "alpha_spy_p1w": 0.038426953339232184, "alpha_c_p1w": 0.038426953339232184, "bench_spy_p1w": -0.02276337844465648, "bench_c_p1w": -0.02276337844465648, "ret_p1m": -0.08326471580843542, "ret_signed_p1m": -0.08326471580843542, "alpha_spy_p1m": 0.03831924676587428, "alpha_c_p1m": 0.03831924676587428, "bench_spy_p1m": -0.1215839625743097, "bench_c_p1m": -0.1215839625743097, "ret_p3m": 0.5311504993474896, "ret_signed_p3m": 0.5311504993474896, "alpha_spy_p3m": 0.49329331414314126, "alpha_c_p3m": 0.49329331414314126, "bench_spy_p3m": 0.03785718520434833, "bench_c_p3m": 0.03785718520434833, "ret_p6m": 0.8456012242971811, "ret_signed_p6m": 0.8456012242971811, "alpha_spy_p6m": 0.7188766728503311, "alpha_c_p6m": 0.7188766728503311, "bench_spy_p6m": 0.12672455144685002, "bench_c_p6m": 0.12672455144685002, "ret_p1y": 0.5173712257815479, "ret_signed_p1y": 0.5173712257815479, "alpha_spy_p1y": 0.3098741227153792, "alpha_c_p1y": 0.3098741227153792, "bench_spy_p1y": 0.20749710306616875, "bench_c_p1y": 0.20749710306616875, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.08326471580843542, "alpha_spy_stated": 0.03831924676587428, "alpha_c_stated": 0.03831924676587428, "price_path": [-0.1651, -0.146, -0.1379, -0.1041, -0.1079, -0.1239, -0.1578, -0.126, -0.0513, -0.0497, -0.0298, -0.0298, -0.0326, -0.0687, -0.091, -0.1093, -0.1093, -0.1145, -0.0591, -0.1059, -0.1757, -0.1964, -0.1964, -0.2079, -0.2347, -0.2238, -0.1975, -0.1845, -0.1548, -0.1548, -0.1394, -0.0947, -0.0698, -0.0698, -0.1115, -0.0551, -0.0607, -0.0435, -0.0285, -0.0138, 0.2228, 0.1937, 0.3106, 0.3055, 0.3738, 0.3263, 0.3825, 0.3886, 0.4034, 0.4034, 0.4677, 0.3198, 0.2516, 0.1936, 0.068, 0.0345, 0.0518, -0.0016, 0.0001, -0.0175, -0.006, 0.0615, -0.0524, 0.0, -0.1005, -0.0808, -0.0148, -0.0623, 0.0157, 0.0287, -0.012, 0.014, 0.0292, 0.0713, 0.1394, 0.1365, 0.0868, 0.061, 0.0111, -0.006, -0.0027, 0.0299, -0.0154, -0.1284, -0.0833, -0.0894, 0.0836, 0.0433, 0.0429, 0.0908, 0.1589, 0.0919, 0.1045, 0.1045, 0.0694, 0.1069, 0.1874, 0.2693, 0.3282, 0.3503, 0.3671, 0.3949, 0.3685, 0.4637, 0.4577, 0.2821, 0.3011, 0.4033, 0.3815, 0.3951, 0.5087, 0.5332, 0.5089, 0.5254, 0.4878, 0.4791, 0.4201, 0.4402, 0.4522, 0.4522, 0.4532, 0.4575, 0.4406, 0.552, 0.5551, 0.5684, 0.5312, 0.4122, 0.5042, 0.5553, 0.5641, 0.6063, 0.5922, 0.6182, 0.6654, 0.6276, 0.6483, 0.6483, 0.617, 0.6479, 0.6868, 0.683, 0.6989, 0.5397, 0.6055, 0.539, 0.556, 0.5824, 0.5824, 0.6384, 0.6454, 0.6857, 0.6782, 0.6735, 0.7566, 0.7499, 0.7773, 0.8136, 0.808, 0.7877, 0.7556, 0.8211, 0.8238, 0.8702, 0.8594, 0.8401, 0.868, 0.8649, 0.8169, 0.8921, 1.0406, 1.1145, 1.1458, 1.2019, 1.1515, 1.202, 1.1714, 1.1319, 1.0866, 1.0496, 0.8578, 0.8374, 0.8394, 0.8695, 0.851, 0.8946, 0.8457, 0.8622, 0.8456, 0.8456]}
{"unit_id": "reply:1898122524992716923", "ticker_idx": 0, "ts": "2025-03-07T21:24:10+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I am bullish on Warp Speed. It will increase the TAM for palantir.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish Palantir: Warp Speed MRP capability will expand TAM.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@AndyRenfrew @ssankar Yes I did notice it was for Material Resources Planning. I have used something similar before.. Agile based, very very bad and outdated. I have used it for 2 years and I hated it. I am bullish on Warp Speed. It will increase the TAM for palantir.", "reply_text": null, "parent_text": "@TradexWhisperer @ssankar MRPSpeed (component of WarpSpeed) team started cooking just after Labor Day last year.\n\nAll the way at the end of the clip - gotta listen carefully for those nuggets…", "quoted_text": null, "parent_author": "AndyRenfrew", "ret_m1d": 0.11167853777724113, "ret_signed_m1d": 0.11167853777724113, "alpha_spy_m1d": 0.08431415894506356, "alpha_c_m1d": 0.08431415894506356, "bench_spy_m1d": 0.02736437883217757, "bench_c_m1d": 0.02736437883217757, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.021864439099140043, "ret_signed_p1d": 0.021864439099140043, "alpha_spy_p1d": 0.030177330276511927, "alpha_c_p1d": 0.030177330276511927, "bench_spy_p1d": -0.008312891177371884, "bench_c_p1d": -0.008312891177371884, "ret_p1w": 0.14362400648308782, "ret_signed_p1w": 0.14362400648308782, "alpha_spy_p1w": 0.1319040093313868, "alpha_c_p1w": 0.1319040093313868, "bench_spy_p1w": 0.011719997151701023, "bench_c_p1w": 0.011719997151701023, "ret_p1m": 0.012306919026030538, "ret_signed_p1m": 0.012306919026030538, "alpha_spy_p1m": 0.12398853280222932, "alpha_c_p1m": 0.12398853280222932, "bench_spy_p1m": -0.11168161377619878, "bench_c_p1m": -0.11168161377619878, "ret_p3m": 0.5699136943441492, "ret_signed_p3m": 0.5699136943441492, "alpha_spy_p3m": 0.5088091545742213, "alpha_c_p3m": 0.5088091545742213, "bench_spy_p3m": 0.06110453976992791, "bench_c_p3m": 0.06110453976992791, "ret_p6m": 1.05669025905681, "ret_signed_p6m": 1.05669025905681, "alpha_spy_p6m": 0.9077113775545735, "alpha_c_p6m": 0.9077113775545735, "bench_spy_p6m": 0.14897888150223637, "bench_c_p6m": 0.14897888150223637, "ret_p1y": 0.7568736222414738, "ret_signed_p1y": 0.7568736222414738, "alpha_spy_p1y": 0.5058660586345396, "alpha_c_p1y": 0.5058660586345396, "bench_spy_p1y": 0.2510075636069342, "bench_c_p1y": 0.2510075636069342, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.012306919026030538, "alpha_spy_stated": 0.12398853280222932, "alpha_c_stated": 0.12398853280222932, "price_path": [-0.0507, -0.0416, -0.0041, -0.0082, -0.0261, -0.0638, -0.0284, 0.0546, 0.0564, 0.0786, 0.0786, 0.0754, 0.0353, 0.0105, -0.0098, -0.0098, -0.0156, 0.046, -0.006, -0.0837, -0.1067, -0.1067, -0.1194, -0.1493, -0.1371, -0.1079, -0.0935, -0.0604, -0.0604, -0.0433, 0.0064, 0.034, 0.034, -0.0123, 0.0504, 0.0443, 0.0634, 0.08, 0.0964, 0.3594, 0.327, 0.4569, 0.4513, 0.5272, 0.4745, 0.5369, 0.5437, 0.5601, 0.5601, 0.6316, 0.4671, 0.3913, 0.3269, 0.1872, 0.15, 0.1693, 0.1098, 0.1118, 0.0922, 0.105, 0.18, 0.0534, 0.1117, 0.0, 0.0219, 0.0952, 0.0424, 0.1291, 0.1436, 0.0983, 0.1273, 0.1441, 0.1909, 0.2667, 0.2634, 0.2082, 0.1795, 0.124, 0.105, 0.1087, 0.1449, 0.0945, -0.031, 0.0191, 0.0123, 0.2046, 0.1599, 0.1593, 0.2126, 0.2883, 0.2138, 0.2278, 0.2278, 0.1888, 0.2306, 0.32, 0.4111, 0.4766, 0.501, 0.5198, 0.5507, 0.5213, 0.6271, 0.6205, 0.4252, 0.4465, 0.56, 0.5357, 0.5509, 0.6771, 0.7044, 0.6774, 0.6957, 0.654, 0.6443, 0.5787, 0.6011, 0.6144, 0.6144, 0.6155, 0.6203, 0.6015, 0.7253, 0.7287, 0.7435, 0.7021, 0.5699, 0.6722, 0.729, 0.7388, 0.7857, 0.77, 0.7989, 0.8514, 0.8094, 0.8324, 0.8324, 0.7976, 0.8319, 0.8752, 0.8709, 0.8886, 0.7117, 0.7848, 0.7109, 0.7298, 0.7591, 0.7591, 0.8214, 0.8291, 0.8739, 0.8657, 0.8604, 0.9527, 0.9453, 0.9758, 1.0161, 1.01, 0.9873, 0.9517, 1.0245, 1.0275, 1.0791, 1.067, 1.0456, 1.0766, 1.0732, 1.0198, 1.1034, 1.2685, 1.3506, 1.3854, 1.4478, 1.3917, 1.4479, 1.4139, 1.37, 1.3196, 1.2785, 1.0653, 1.0426, 1.0448, 1.0783, 1.0577, 1.1062, 1.0518, 1.0702, 1.0517, 1.0517, 1.0567]}
{"unit_id": "reply:1909618482624245995", "ticker_idx": 0, "ts": "2025-04-08T14:44:59+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The real question is.. bounce is real or not. The surveys around X says is not which makes me think it is (contrarian)", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Contrarian long MU: crowd sentiment on X says bounce is fake, author thinks it is real.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@skhrj0 Hi Dot, for the sake of patreon supporters, I cannot share the specifics. Some are still red!\n\nThe real question is..  bounce is real or not. The surveys around X says is not which makes me think it is (contrarian)", "reply_text": null, "parent_text": "@TradexWhisperer MU got a blue candle? 😆", "quoted_text": null, "parent_author": "facefked", "ret_m1d": 0.04317973532155284, "ret_signed_m1d": 0.04317973532155284, "alpha_spy_m1d": 0.02726769225065251, "alpha_c_m1d": 0.015672086652772865, "bench_spy_m1d": 0.015912043070900328, "bench_c_m1d": 0.02750764866877997, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.18812942345260986, "ret_signed_p1d": 0.18812942345260986, "alpha_spy_p1d": 0.08310997658428909, "alpha_c_p1d": 0.016526120088488527, "bench_spy_p1d": 0.10501944686832076, "bench_c_p1d": 0.17160330336412133, "ret_p1w": 0.08391814837573075, "ret_signed_p1w": 0.08391814837573075, "alpha_spy_p1w": 0.0010749318910745487, "alpha_c_p1w": -0.043728477300133184, "bench_spy_p1w": 0.0828432164846562, "bench_c_p1w": 0.12764662567586393, "ret_p1m": 0.2606042091747136, "ret_signed_p1m": 0.2606042091747136, "alpha_spy_p1m": 0.13034699888605283, "alpha_c_p1m": 0.03793121495298957, "bench_spy_p1m": 0.13025721028866077, "bench_c_p1m": 0.22267299422172404, "ret_p3m": 0.8658834022991511, "ret_signed_p3m": 0.8658834022991511, "alpha_spy_p3m": 0.602612567265953, "alpha_c_p3m": 0.28977883960209727, "bench_spy_p3m": 0.26327083503319804, "bench_c_p3m": 0.5761045626970538, "ret_p6m": 1.7818343312781666, "ret_signed_p6m": 1.7818343312781666, "alpha_spy_p6m": 1.4277317828866403, "alpha_c_p6m": 0.9274858752039254, "bench_spy_p6m": 0.35410254839152633, "bench_c_p6m": 0.8543484560742411, "ret_p1y": 4.434256878631441, "ret_signed_p1y": 4.434256878631441, "alpha_spy_p1y": 4.120034668903463, "alpha_c_p1y": 3.311305904878013, "bench_spy_p1y": 0.3142222097279783, "bench_c_p1y": 1.122950973753428, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.2606042091747136, "alpha_spy_stated": 0.13034699888605283, "alpha_c_stated": 0.03793121495298957, "price_path": [0.5148, 0.5137, 0.4485, 0.4836, 0.5724, 0.5634, 0.6114, 0.6114, 0.6667, 0.6644, 0.5976, 0.5724, 0.3883, 0.3448, 0.3563, 0.4095, 0.3903, 0.3702, 0.3815, 0.4263, 0.4406, 0.4065, 0.4618, 0.4336, 0.397, 0.4577, 0.5165, 0.5165, 0.6273, 0.5902, 0.5723, 0.5061, 0.4539, 0.4205, 0.4889, 0.3992, 0.4267, 0.3797, 0.3897, 0.4376, 0.3603, 0.4165, 0.3269, 0.3569, 0.4574, 0.4458, 0.5358, 0.5712, 0.55, 0.5552, 0.5695, 0.4433, 0.4772, 0.4351, 0.4039, 0.3891, 0.3477, 0.3258, 0.3535, 0.3518, 0.1343, -0.0125, 0.0432, 0.0, 0.1881, 0.0688, 0.0612, 0.0836, 0.0839, 0.0578, 0.0497, 0.0497, 0.0183, 0.0713, 0.1128, 0.1813, 0.2173, 0.1987, 0.173, 0.1741, 0.1866, 0.2316, 0.227, 0.2284, 0.2606, 0.2992, 0.31, 0.4081, 0.4789, 0.4544, 0.4564, 0.4953, 0.5052, 0.4968, 0.4623, 0.4469, 0.4246, 0.4246, 0.4706, 0.4675, 0.477, 0.4413, 0.498, 0.5601, 0.5754, 0.6218, 0.6564, 0.6929, 0.7415, 0.7704, 0.7727, 0.7638, 0.8285, 0.8361, 0.8587, 0.8587, 0.8859, 0.8627, 0.9516, 0.9416, 0.9225, 0.9036, 0.8805, 0.8445, 0.8575, 0.8659, 0.8659, 0.8314, 0.9002, 0.8669, 0.8802, 0.9018, 0.8114, 0.8343, 0.7781, 0.7297, 0.747, 0.7293, 0.668, 0.6773, 0.7064, 0.6992, 0.699, 0.7099, 0.7523, 0.6668, 0.6018, 0.6459, 0.6656, 0.6613, 0.7085, 0.8157, 0.8895, 0.951, 0.8979, 0.9135, 0.846, 0.8869, 0.864, 0.7901, 0.7684, 0.7972, 0.778, 0.7792, 0.7983, 0.8632, 0.8175, 0.8175, 0.8095, 0.8131, 0.897, 1.0063, 1.0077, 1.0654, 1.1381, 1.2995, 1.4013, 1.4095, 1.4255, 1.4434, 1.5793, 1.4852, 1.5141, 1.5414, 1.4697, 1.3951, 1.4019, 1.5031, 1.5553, 1.7818]}
{"unit_id": "quote:1916103525949706583", "ticker_idx": 0, "ts": "2025-04-26T12:14:14+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Bargain of the Century. Micron HBM revenue grew 52% sequentially. These chips directly enable Blackwell and Rubin GPUs, the center of AI revolution.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Strong long on MU: cheapest valuation (2.2x fwd P/S, 11.7x PE) vs peers, HBM revenue up 52% sequentially, central to AI GPU supply chain.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "🤯 Get ready to be MIND BLOWN\n\nForward P/S and PE ratios\n$MU: 2.2 and 11.7\n$AMD: 6.1 and 21.7\n$NVDA: 12.3 and 25.3\n$AVGO: 17.1 and 29.4\n$PLTR: 68.8 and 172.4\n\nMicron HBM revenue grew 52% sequentially. These chips directly enable Blackwell and Rubin GPUs, the center of AI revolution.\n\nBargain of the Century.", "reply_text": null, "parent_text": null, "quoted_text": "$MU: $75B Market Cap, $8.1B revenue last qtr\n$AMD: $138B Market Cap, $7.8B revenue last qtr\n$PLTR: $213B Market Cap, $0.8B revenue last qtr\n\nYou can't undo what you've seen.\nMicron is the Bargain of the Century.", "parent_author": null, "ret_m1d": 0.015529630923636573, "ret_signed_m1d": 0.015529630923636573, "alpha_spy_m1d": 0.01591075833041622, "alpha_c_m1d": 0.009263252434811742, "bench_spy_m1d": -0.0003811274067796466, "bench_c_m1d": 0.006266378488824831, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.021384819770439822, "ret_signed_p1d": -0.021384819770439822, "alpha_spy_p1d": -0.02768409624635071, "alpha_c_p1d": -0.019675807455305838, "bench_spy_p1d": 0.006299276475910887, "bench_c_p1d": -0.0017090123151339842, "ret_p1w": 0.023676293830075412, "ret_signed_p1w": 0.023676293830075412, "alpha_spy_p1w": 0.0006938168142940349, "alpha_c_p1w": -0.009364320280829563, "bench_spy_p1w": 0.022982477015781377, "bench_c_p1w": 0.033040614110904976, "ret_p1m": 0.2268330551290363, "ret_signed_p1m": 0.2268330551290363, "alpha_spy_p1m": 0.15367333476778766, "alpha_c_p1m": 0.06390874032344551, "bench_spy_p1m": 0.07315972036124863, "bench_c_p1m": 0.16292431480559078, "ret_p3m": 0.4235637790368332, "ret_signed_p3m": 0.4235637790368332, "alpha_spy_p3m": 0.26844818293705197, "alpha_c_p3m": 0.05731640895028889, "bench_spy_p3m": 0.1551155960997812, "bench_c_p3m": 0.3662473700865443, "ret_p6m": 1.5790125352071134, "ret_signed_p6m": 1.5790125352071134, "alpha_spy_p6m": 1.353377469867696, "alpha_c_p6m": 0.9398005846187867, "bench_spy_p6m": 0.22563506533941746, "bench_c_p6m": 0.6392119505883267, "ret_p1y": 4.821309803418413, "ret_signed_p1y": 4.821309803418413, "alpha_spy_p1y": 4.536089198403374, "alpha_c_p1y": 3.6641316792120193, "bench_spy_p1y": 0.285220605015039, "bench_c_p1y": 1.1571781242063937, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.2268330551290363, "alpha_spy_stated": 0.15367333476778766, "alpha_c_stated": 0.06390874032344551, "price_path": [0.1315, 0.1759, 0.1599, 0.1431, 0.1525, 0.1899, 0.2018, 0.1734, 0.2195, 0.196, 0.1655, 0.2161, 0.2652, 0.2652, 0.3576, 0.3267, 0.3117, 0.2565, 0.2129, 0.1851, 0.2421, 0.1673, 0.1903, 0.151, 0.1594, 0.1993, 0.1349, 0.1818, 0.107, 0.1321, 0.2158, 0.2062, 0.2813, 0.3108, 0.2931, 0.2974, 0.3094, 0.2041, 0.2324, 0.1973, 0.1712, 0.1589, 0.1243, 0.106, 0.1292, 0.1278, -0.0537, -0.1762, -0.1297, -0.1657, -0.0088, -0.1083, -0.1147, -0.096, -0.0957, -0.1175, -0.1242, -0.1242, -0.1505, -0.1063, -0.0717, -0.0145, 0.0155, 0.0, -0.0214, -0.0205, -0.0101, 0.0275, 0.0237, 0.0248, 0.0517, 0.0839, 0.0929, 0.1748, 0.2338, 0.2133, 0.215, 0.2475, 0.2557, 0.2487, 0.22, 0.2071, 0.1885, 0.1885, 0.2268, 0.2243, 0.2322, 0.2024, 0.2497, 0.3016, 0.3143, 0.353, 0.3819, 0.4123, 0.4529, 0.477, 0.4789, 0.4715, 0.5255, 0.5318, 0.5507, 0.5507, 0.5733, 0.554, 0.6282, 0.6198, 0.6039, 0.5881, 0.5689, 0.5388, 0.5496, 0.5566, 0.5566, 0.5279, 0.5852, 0.5575, 0.5686, 0.5867, 0.5112, 0.5303, 0.4834, 0.4431, 0.4575, 0.4427, 0.3916, 0.3994, 0.4236, 0.4176, 0.4174, 0.4265, 0.4619, 0.3906, 0.3363, 0.3731, 0.3895, 0.386, 0.4253, 0.5148, 0.5763, 0.6277, 0.5833, 0.5963, 0.54, 0.5742, 0.5551, 0.4934, 0.4753, 0.4994, 0.4833, 0.4843, 0.5003, 0.5544, 0.5163, 0.5163, 0.5096, 0.5126, 0.5826, 0.6738, 0.6749, 0.7231, 0.7838, 0.9184, 1.0033, 1.0102, 1.0235, 1.0384, 1.1518, 1.0734, 1.0974, 1.1202, 1.0604, 0.9982, 1.0038, 1.0883, 1.1318, 1.3208, 1.3412, 1.3947, 1.4346, 1.3674, 1.5057, 1.452, 1.3152, 1.4576, 1.3848, 1.4471, 1.5821, 1.5802, 1.6361, 1.579]}
{"unit_id": "quote:1923794934001463602", "ticker_idx": 0, "ts": "2025-05-17T17:37:09+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "A Bullish Throwback to $PLTR and @Nasdaq Partnership Making Financial Markets Great Again", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish on PLTR, highlighting Nasdaq partnership and ONTOLOGY/AIP integration as a durable positive catalyst.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "A Bullish Throwback to $PLTR and @Nasdaq Partnership Making Financial Markets Great Again\n\n\"We are so excited to partner with Palantir. We are working with Palantir to create a custom ONTOLOGY of all our structured and unstructured data across investors value chain. We are creating custom workflows through AIP to help unlock insights and efficiencies across the entire workflow and investor professional and what that's gonna do is it's going to help every public company that we work with to figure out who their next great investor is going to be and that's gonna help all of our corporate clients maximze their valuations by leveraging unique data and expertise of nasdaq and technology of Palantir\"", "reply_text": null, "parent_text": null, "quoted_text": "$PLTR valuation makes ZERO sense \n\nBut then why do institutions keep buying it?\nWhat do they know that you don't?\n\nI work in BIG DATA analytics and let me share the secrets of Palantir in the most basic way\n\nPalantir has monopoly on Automated Governance, serving as the ultimate https://t.co/XGLRmO7rq8", "parent_author": null, "ret_m1d": 0.02525134485213054, "ret_signed_m1d": 0.02525134485213054, "alpha_spy_m1d": 0.026344073296834192, "alpha_c_m1d": 0.026344073296834192, "bench_spy_m1d": -0.00109272844470365, "bench_c_m1d": -0.00109272844470365, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.005857717742723478, "ret_signed_p1d": -0.005857717742723478, "alpha_spy_p1d": -0.0024954603667804998, "alpha_c_p1d": -0.0024954603667804998, "bench_spy_p1d": -0.0033622573759429786, "bench_c_p1d": -0.0033622573759429786, "ret_p1w": -0.023905677421739324, "ret_signed_p1w": -0.023905677421739324, "alpha_spy_p1w": 0.0025547491502283526, "alpha_c_p1w": 0.0025547491502283526, "bench_spy_p1w": -0.026460426571967677, "bench_c_p1w": -0.026460426571967677, "ret_p1m": 0.0939602227906371, "ret_signed_p1m": 0.0939602227906371, "alpha_spy_p1m": 0.08945487698453647, "alpha_c_p1m": 0.08945487698453647, "bench_spy_p1m": 0.004505345806100625, "bench_c_p1m": 0.004505345806100625, "ret_p3m": 0.4329138102486929, "ret_signed_p3m": 0.4329138102486929, "alpha_spy_p3m": 0.3454856499645127, "alpha_c_p3m": 0.3454856499645127, "bench_spy_p3m": 0.08742816028418021, "bench_c_p3m": 0.08742816028418021, "ret_p6m": 0.5115966432838681, "ret_signed_p6m": 0.5115966432838681, "alpha_spy_p6m": 0.35682095071701236, "alpha_c_p6m": 0.35682095071701236, "bench_spy_p6m": 0.15477569256685575, "bench_c_p6m": 0.15477569256685575, "ret_p1y": 0.059051621522610453, "ret_signed_p1y": 0.059051621522610453, "alpha_spy_p1y": -0.18872897542010136, "alpha_c_p1y": -0.18872897542010136, "bench_spy_p1y": 0.24778059694271182, "bench_c_p1y": 0.24778059694271182, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.0939602227906371, "alpha_spy_stated": 0.08945487698453647, "alpha_c_stated": 0.08945487698453647, "price_path": [-0.113, -0.1588, -0.1977, -0.2822, -0.3047, -0.293, -0.329, -0.3278, -0.3397, -0.3319, -0.2866, -0.3631, -0.3279, -0.3954, -0.3822, -0.3378, -0.3697, -0.3173, -0.3086, -0.3359, -0.3185, -0.3082, -0.28, -0.2341, -0.2361, -0.2695, -0.2869, -0.3204, -0.3319, -0.3297, -0.3078, -0.3382, -0.4142, -0.3838, -0.388, -0.2717, -0.2987, -0.2991, -0.2668, -0.2211, -0.2661, -0.2577, -0.2577, -0.2812, -0.256, -0.2019, -0.1468, -0.1073, -0.0925, -0.0811, -0.0625, -0.0802, -0.0162, -0.0203, -0.1383, -0.1255, -0.0568, -0.0715, -0.0623, 0.014, 0.0305, 0.0142, 0.0253, 0.0, -0.0059, -0.0455, -0.032, -0.0239, -0.0239, -0.0233, -0.0203, -0.0317, 0.0431, 0.0452, 0.0541, 0.0291, -0.0508, 0.011, 0.0454, 0.0513, 0.0796, 0.0701, 0.0876, 0.1194, 0.094, 0.1079, 0.1079, 0.0868, 0.1076, 0.1338, 0.1312, 0.1419, 0.0349, 0.0791, 0.0344, 0.0458, 0.0636, 0.0636, 0.1012, 0.1059, 0.133, 0.128, 0.1248, 0.1806, 0.1761, 0.1946, 0.219, 0.2152, 0.2015, 0.18, 0.224, 0.2258, 0.257, 0.2497, 0.2368, 0.2555, 0.2535, 0.2212, 0.2717, 0.3716, 0.4212, 0.4423, 0.4799, 0.4461, 0.48, 0.4594, 0.4329, 0.4024, 0.3776, 0.2487, 0.2349, 0.2363, 0.2566, 0.2441, 0.2734, 0.2406, 0.2516, 0.2405, 0.2405, 0.2435, 0.2262, 0.236, 0.212, 0.2357, 0.2852, 0.3199, 0.301, 0.357, 0.3553, 0.3477, 0.3325, 0.4009, 0.4438, 0.4195, 0.445, 0.4214, 0.4179, 0.4056, 0.4158, 0.444, 0.464, 0.4806, 0.37, 0.4211, 0.442, 0.453, 0.4681, 0.3887, 0.4028, 0.4228, 0.4218, 0.41, 0.4102, 0.4374, 0.4368, 0.3891, 0.4286, 0.4615, 0.4975, 0.5008, 0.5737, 0.54, 0.5869, 0.64, 0.5099, 0.4874, 0.3857, 0.4085, 0.5326, 0.5116]}
{"unit_id": "reply:1926120492085158007", "ticker_idx": 0, "ts": "2025-05-24T03:38:05+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "they MUST choose $PLTR", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish PLTR: Navy has no viable alternative given integration and real-time unstructured data requirements.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@Smokehbear @USNavy My takes is.. unless Navy is willing to wait years in the making for this 'new' system from a different company that supposedly needs to be integrate-ble with other DoD systems and handle unstructured data in real-time.... lol, they MUST choose $PLTR.", "reply_text": null, "parent_text": "@TradexWhisperer @USNavy They have to offer it. Only one can fill the roles requested. I think we know they will choose $PLTR", "quoted_text": null, "parent_author": "Smokehbear", "ret_m1d": -0.0006483656005382699, "ret_signed_m1d": -0.0006483656005382699, "alpha_spy_m1d": 0.01971876563750885, "alpha_c_m1d": 0.01971876563750885, "bench_spy_m1d": -0.02036713123804712, "bench_c_m1d": -0.02036713123804712, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.002998644528829475, "ret_signed_p1d": 0.002998644528829475, "alpha_spy_p1d": 0.00878409626982568, "alpha_c_p1d": 0.00878409626982568, "bench_spy_p1d": -0.005785451740996206, "bench_c_p1d": -0.005785451740996206, "ret_p1w": 0.07926087063517206, "ret_signed_p1w": 0.07926087063517206, "alpha_spy_p1w": 0.07090438621140449, "alpha_c_p1w": 0.07090438621140449, "bench_spy_p1w": 0.008356484423767574, "bench_c_p1w": 0.008356484423767574, "ret_p1m": 0.15811649731212074, "ret_signed_p1m": 0.15811649731212074, "alpha_spy_p1m": 0.12806517088917935, "alpha_c_p1m": 0.12806517088917935, "bench_spy_p1m": 0.030051326422941393, "bench_c_p1m": 0.030051326422941393, "ret_p3m": 0.286490041967544, "ret_signed_p3m": 0.286490041967544, "alpha_spy_p3m": 0.191644943650358, "alpha_c_p3m": 0.191644943650358, "bench_spy_p3m": 0.09484509831718602, "bench_c_p3m": 0.09484509831718602, "ret_p6m": 0.34062727115000624, "ret_signed_p6m": 0.34062727115000624, "alpha_spy_p6m": 0.21327990553713905, "alpha_c_p6m": 0.21327990553713905, "bench_spy_p6m": 0.1273473656128672, "bench_c_p6m": 0.1273473656128672, "ret_p1y": 0.08379930617584619, "ret_signed_p1y": 0.08379930617584619, "alpha_spy_p1y": -0.19632693366477416, "alpha_c_p1y": -0.19632693366477416, "bench_spy_p1y": 0.28012623984062035, "bench_c_p1y": 0.28012623984062035, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.15811649731212074, "alpha_spy_stated": 0.12806517088917935, "alpha_c_stated": 0.12806517088917935, "price_path": [-0.313, -0.3118, -0.3239, -0.316, -0.2696, -0.3479, -0.3119, -0.381, -0.3675, -0.3221, -0.3547, -0.3011, -0.2921, -0.3201, -0.3022, -0.2918, -0.2628, -0.2159, -0.2179, -0.2521, -0.2699, -0.3042, -0.316, -0.3137, -0.2913, -0.3225, -0.4002, -0.3692, -0.3734, -0.2543, -0.282, -0.2824, -0.2494, -0.2025, -0.2486, -0.24, -0.24, -0.2641, -0.2383, -0.1829, -0.1265, -0.086, -0.0708, -0.0592, -0.0401, -0.0583, 0.0072, 0.0031, -0.1178, -0.1046, -0.0344, -0.0494, -0.04, 0.0382, 0.055, 0.0383, 0.0497, 0.0238, 0.0178, -0.0228, -0.0089, -0.0006, -0.0006, 0.0, 0.003, -0.0087, 0.068, 0.0701, 0.0793, 0.0537, -0.0282, 0.0351, 0.0703, 0.0763, 0.1054, 0.0956, 0.1135, 0.146, 0.12, 0.1343, 0.1343, 0.1127, 0.134, 0.1608, 0.1581, 0.1691, 0.0596, 0.1048, 0.0591, 0.0708, 0.0889, 0.0889, 0.1275, 0.1323, 0.16, 0.1549, 0.1516, 0.2088, 0.2041, 0.223, 0.248, 0.2442, 0.2302, 0.2081, 0.2532, 0.255, 0.287, 0.2795, 0.2662, 0.2854, 0.2833, 0.2503, 0.3021, 0.4042, 0.4551, 0.4766, 0.5152, 0.4805, 0.5153, 0.4942, 0.4671, 0.4359, 0.4104, 0.2785, 0.2644, 0.2657, 0.2865, 0.2738, 0.3038, 0.2701, 0.2815, 0.27, 0.27, 0.2731, 0.2554, 0.2654, 0.2409, 0.2651, 0.3158, 0.3513, 0.332, 0.3893, 0.3876, 0.3799, 0.3642, 0.4342, 0.4782, 0.4534, 0.4795, 0.4552, 0.4517, 0.4391, 0.4496, 0.4784, 0.4989, 0.5159, 0.4026, 0.455, 0.4764, 0.4876, 0.5031, 0.4218, 0.4362, 0.4567, 0.4557, 0.4436, 0.4438, 0.4717, 0.471, 0.4222, 0.4627, 0.4963, 0.5332, 0.5366, 0.6112, 0.5767, 0.6247, 0.6791, 0.5458, 0.5228, 0.4187, 0.442, 0.5691, 0.5476, 0.4926, 0.3951, 0.4102, 0.3879, 0.3561, 0.3406]}
{"unit_id": "quote:1913437981291196635", "ticker_idx": 0, "ts": "2025-04-19T03:42:19+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Palantir Technologies is forecast to grow earnings and revenue by 27.1% and 21.3% per annum respectively. EPS is expected to grow by 25.9% per annum. Return on equity is forecast to be 22.7% in 3 years.", "tweet_type": "analysis", "timeline": "years", "summary": "Shares bullish PLTR growth forecasts: 27% earnings, 21% revenue CAGR, 26% EPS growth, 23% ROE in 3 years.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "$PLTR Palantir Technologies is forecast to grow earnings and revenue by 27.1% and 21.3% per annum respectively. EPS is expected to grow by 25.9% per annum. Return on equity is forecast to be 22.7% in 3 years. https://t.co/GgaCgtONjn", "reply_text": null, "parent_text": null, "quoted_text": "✨️ FREE TRIAL IS AVAILABLE FOR A LIMITED TIME. \n\nStay Ahead Of The Market With Smart Signals\n\nWe Upload 130+ Smart Candle Charts, Daily\n\n$PLTR $RKLB $HIMS\n\nhttps://t.co/HkNx1YULT2 https://t.co/GyUUvNj2Ei", "parent_author": null, "ret_m1d": 0.03281933510333035, "ret_signed_m1d": 0.03281933510333035, "alpha_spy_m1d": 0.008436182722403762, "alpha_c_m1d": 0.008436182722403762, "bench_spy_m1d": 0.024383152380926587, "bench_c_m1d": 0.024383152380926587, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.035132100273095324, "ret_signed_p1d": 0.035132100273095324, "alpha_spy_p1d": 0.009114278741942039, "alpha_c_p1d": 0.009114278741942039, "bench_spy_p1d": 0.026017821531153285, "bench_c_p1d": 0.026017821531153285, "ret_p1w": 0.26266517260496247, "ret_signed_p1w": 0.26266517260496247, "alpha_spy_p1w": 0.19072220535886864, "alpha_c_p1w": 0.19072220535886864, "bench_spy_p1w": 0.07194296724609384, "bench_c_p1w": 0.07194296724609384, "ret_p1m": 0.3831496929168805, "ret_signed_p1m": 0.3831496929168805, "alpha_spy_p1m": 0.22947567704413707, "alpha_c_p1m": 0.22947567704413707, "bench_spy_p1m": 0.15367401587274343, "bench_c_p1m": 0.15367401587274343, "ret_p3m": 0.695925113630081, "ret_signed_p3m": 0.695925113630081, "alpha_spy_p3m": 0.47015908077108715, "alpha_c_p3m": 0.47015908077108715, "bench_spy_p3m": 0.22576603285899388, "bench_c_p3m": 0.22576603285899388, "ret_p6m": 0.9795154124687493, "ret_signed_p6m": 0.9795154124687493, "alpha_spy_p6m": 0.6834362035223924, "alpha_c_p6m": 0.6834362035223924, "bench_spy_p6m": 0.29607920894635686, "bench_c_p6m": 0.29607920894635686, "ret_p1y": 0.5502201517173952, "ret_signed_p1y": 0.5502201517173952, "alpha_spy_p1y": 0.21963800558782554, "alpha_c_p1y": 0.21963800558782554, "bench_spy_p1y": 0.3305821461295697, "bench_c_p1y": 0.3305821461295697, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": 0.5502201517173952, "alpha_spy_stated": 0.21963800558782554, "alpha_c_stated": 0.21963800558782554, "price_path": [-0.1534, -0.1302, -0.1302, -0.1692, -0.1164, -0.1216, -0.1055, -0.0915, -0.0778, 0.1435, 0.1163, 0.2256, 0.2208, 0.2847, 0.2403, 0.2928, 0.2986, 0.3123, 0.3123, 0.3725, 0.2341, 0.1704, 0.1162, -0.0013, -0.0326, -0.0164, -0.0664, -0.0648, -0.0813, -0.0705, -0.0074, -0.1139, -0.0649, -0.1588, -0.1404, -0.0787, -0.1231, -0.0502, -0.038, -0.0761, -0.0518, -0.0376, 0.0018, 0.0655, 0.0628, 0.0163, -0.0078, -0.0545, -0.0705, -0.0674, -0.0369, -0.0793, -0.1849, -0.1427, -0.1485, 0.0133, -0.0243, -0.0248, 0.02, 0.0837, 0.021, 0.0328, 0.0328, 0.0, 0.0351, 0.1104, 0.187, 0.2421, 0.2627, 0.2784, 0.3044, 0.2797, 0.3687, 0.3631, 0.1989, 0.2167, 0.3122, 0.2919, 0.3046, 0.4108, 0.4337, 0.411, 0.4264, 0.3913, 0.3831, 0.328, 0.3468, 0.358, 0.358, 0.3589, 0.363, 0.3471, 0.4513, 0.4542, 0.4666, 0.4318, 0.3206, 0.4066, 0.4544, 0.4627, 0.5021, 0.4889, 0.5132, 0.5574, 0.522, 0.5414, 0.5414, 0.5121, 0.541, 0.5774, 0.5738, 0.5887, 0.4399, 0.5013, 0.4392, 0.4551, 0.4797, 0.4797, 0.5322, 0.5387, 0.5763, 0.5694, 0.565, 0.6426, 0.6363, 0.662, 0.6959, 0.6907, 0.6717, 0.6417, 0.703, 0.7055, 0.7489, 0.7388, 0.7207, 0.7468, 0.7439, 0.699, 0.7694, 0.9083, 0.9773, 1.0066, 1.059, 1.0119, 1.0591, 1.0305, 0.9936, 0.9512, 0.9166, 0.7373, 0.7182, 0.72, 0.7482, 0.7309, 0.7717, 0.726, 0.7414, 0.7259, 0.7259, 0.7301, 0.7059, 0.7196, 0.6862, 0.7192, 0.7881, 0.8363, 0.8101, 0.888, 0.8856, 0.8751, 0.8539, 0.949, 1.0087, 0.975, 1.0105, 0.9775, 0.9727, 0.9556, 0.9698, 1.009, 1.0369, 1.06, 0.9061, 0.9772, 1.0063, 1.0216, 1.0426, 0.9322, 0.9517, 0.9795]}
{"unit_id": "reply:1919077057369108724", "ticker_idx": 0, "ts": "2025-05-04T17:09:59+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Palantir is the king of it. Existing revenues = more sticky. Future revenues = highly likely since Pentagon wants more Lethal Software", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish PLTR: sticky existing revenues + high-probability future Pentagon contracts as the leading lethal-software provider.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@hghumphrey Somewhat yes.\n\nExisting revenues = more sticky\nFuture revenues = highly likely since Pentagon wants more Lethal Software and Palantir is the king of it.", "reply_text": null, "parent_text": "@TradexWhisperer Do you think PLTR will be the major benefactor or do you think any/all defense contractors will benefit somewhat equally from this?", "quoted_text": null, "parent_author": "hghumphrey", "ret_m1d": 0.004120563545793932, "ret_signed_m1d": 0.004120563545793932, "alpha_spy_m1d": -0.0016469438486645949, "alpha_c_m1d": -0.0016469438486645949, "bench_spy_m1d": 0.0057675073944585264, "bench_c_m1d": 0.0057675073944585264, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.1204653505462473, "ret_signed_p1d": -0.1204653505462473, "alpha_spy_p1d": -0.11210724270605088, "alpha_c_p1d": -0.11210724270605088, "bench_spy_p1d": -0.008358107840196416, "bench_c_p1d": -0.008358107840196416, "ret_p1w": -0.04290213866537429, "ret_signed_p1w": -0.04290213866537429, "alpha_spy_p1w": -0.07747137637795287, "alpha_c_p1w": -0.07747137637795287, "bench_spy_p1w": 0.03456923771257858, "bench_c_p1w": 0.03456923771257858, "ret_p1m": 0.07594733603319925, "ret_signed_p1m": 0.07594733603319925, "alpha_spy_p1m": 0.01813101252644933, "alpha_c_p1m": 0.01813101252644933, "bench_spy_p1m": 0.05781632350674992, "bench_c_p1m": 0.05781632350674992, "ret_p3m": 0.27938927363933463, "ret_signed_p3m": 0.27938927363933463, "alpha_spy_p3m": 0.15438934228706125, "alpha_c_p3m": 0.15438934228706125, "bench_spy_p3m": 0.12499993135227339, "bench_c_p3m": 0.12499993135227339, "ret_p6m": 0.5318737274453744, "ret_signed_p6m": 0.5318737274453744, "alpha_spy_p6m": 0.3056280650206247, "alpha_c_p6m": 0.3056280650206247, "bench_spy_p6m": 0.22624566242474975, "bench_c_p6m": 0.22624566242474975, "ret_p1y": 0.2330936354253934, "ret_signed_p1y": 0.2330936354253934, "alpha_spy_p1y": -0.043482013875009384, "alpha_c_p1y": -0.043482013875009384, "bench_spy_p1y": 0.2765756493004028, "bench_c_p1y": 0.2765756493004028, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.07594733603319925, "alpha_spy_stated": 0.01813101252644933, "alpha_c_stated": 0.01813101252644933, "price_path": [-0.1811, -0.1009, -0.1044, -0.0575, -0.0901, -0.0515, -0.0473, -0.0372, -0.0372, 0.0069, -0.0946, -0.1414, -0.1811, -0.2674, -0.2903, -0.2784, -0.3151, -0.3139, -0.326, -0.3181, -0.2718, -0.3499, -0.314, -0.3829, -0.3694, -0.3241, -0.3567, -0.3032, -0.2943, -0.3222, -0.3044, -0.2939, -0.2651, -0.2183, -0.2203, -0.2544, -0.2721, -0.3064, -0.3181, -0.3158, -0.2934, -0.3246, -0.402, -0.3711, -0.3753, -0.2566, -0.2842, -0.2846, -0.2517, -0.205, -0.2509, -0.2423, -0.2423, -0.2664, -0.2406, -0.1854, -0.1292, -0.0888, -0.0737, -0.0621, -0.0431, -0.0612, 0.0041, 0.0, -0.1205, -0.1074, -0.0373, -0.0523, -0.0429, 0.035, 0.0518, 0.0351, 0.0465, 0.0207, 0.0147, -0.0258, -0.012, -0.0037, -0.0037, -0.0031, -0.0001, -0.0117, 0.0647, 0.0668, 0.0759, 0.0504, -0.0312, 0.0319, 0.067, 0.073, 0.102, 0.0923, 0.1101, 0.1425, 0.1166, 0.1308, 0.1308, 0.1093, 0.1305, 0.1572, 0.1546, 0.1655, 0.0563, 0.1014, 0.0558, 0.0675, 0.0856, 0.0856, 0.124, 0.1288, 0.1564, 0.1513, 0.1481, 0.2051, 0.2005, 0.2193, 0.2442, 0.2404, 0.2264, 0.2044, 0.2493, 0.2512, 0.283, 0.2756, 0.2623, 0.2815, 0.2794, 0.2464, 0.2981, 0.3999, 0.4506, 0.4721, 0.5105, 0.476, 0.5106, 0.4896, 0.4626, 0.4314, 0.4061, 0.2745, 0.2605, 0.2619, 0.2825, 0.2699, 0.2997, 0.2662, 0.2775, 0.2661, 0.2661, 0.2692, 0.2515, 0.2615, 0.2371, 0.2612, 0.3118, 0.3472, 0.3279, 0.3851, 0.3833, 0.3756, 0.36, 0.4298, 0.4736, 0.4489, 0.4749, 0.4508, 0.4472, 0.4347, 0.4451, 0.4739, 0.4943, 0.5113, 0.3983, 0.4505, 0.4718, 0.4831, 0.4985, 0.4175, 0.4318, 0.4522, 0.4512, 0.4391, 0.4394, 0.4672, 0.4665, 0.4179, 0.4582, 0.4917, 0.5285, 0.5319]}
{"unit_id": "quote:1916084854556688891", "ticker_idx": 0, "ts": "2025-04-26T11:00:03+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "🔥 $PLTR \"Hegseth's Software Memo Can Start a Revolution\"", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish PLTR; Hegseth DoD software reform memo seen as a catalyst for Palantir's defense business.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "🔥 $PLTR \"Hegseth’s Software Memo Can Start a Revolution\"\n\n\"When it comes to software acquisition, we are overdue in pivoting to a performance-based 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{"unit_id": "thread:1897720851853984157", "ticker_idx": 0, "ts": "2025-03-06T18:48:03+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU HBM Train Incoming", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish MU on HBM momentum, reinforced by former TSMC chairman joining the board hinting at deeper HBM collaboration.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "self_thread", "lang": "en", "tweet_text": "$MU HBM Train Incoming\n\nMicron Strengthens Board with Former $TSM Chairman Mark Liu, Hinting at Deeper HBM Collaboration https://t.co/Yy1Fw2VYhC\n\n---\n\nhttps://t.co/9XvJNQZyDW", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.056793985903539346, "ret_signed_m1d": 0.056793985903539346, "alpha_spy_m1d": 0.03872213947699965, "alpha_c_m1d": 0.013022988796046686, "bench_spy_m1d": 0.018071846426539695, "bench_c_m1d": 0.04377099710749266, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.04133541859708245, "ret_signed_p1d": 0.04133541859708245, "alpha_spy_p1d": 0.03573064114921709, "alpha_c_p1d": 0.01717487284761532, "bench_spy_p1d": 0.005604777447865361, "bench_c_p1d": 0.024160545749467133, "ret_p1w": 0.06284304644544148, "ret_signed_p1w": 0.06284304644544148, "alpha_spy_p1w": 0.1000171615787091, "alpha_c_p1w": 0.06388951104772822, "bench_spy_p1w": -0.03717411513326763, "bench_c_p1w": -0.0010464646022867452, "ret_p1m": -0.27406444062016466, "ret_signed_p1m": -0.27406444062016466, "alpha_spy_p1m": -0.15897995162983536, "alpha_c_p1m": -0.09670526570729054, "bench_spy_p1m": -0.1150844889903293, "bench_c_p1m": -0.17735917491287412, "ret_p3m": 0.14689297474162522, "ret_signed_p3m": 0.14689297474162522, "alpha_spy_p3m": 0.10293851624121597, "alpha_c_p3m": 0.01489733693760753, "bench_spy_p3m": 0.043954458500409244, "bench_c_p3m": 0.13199563780401768, "ret_p6m": 0.33613898067865655, "ret_signed_p6m": 0.33613898067865655, "alpha_spy_p6m": 0.20309938887590095, "alpha_c_p6m": 0.015318047096565701, "bench_spy_p6m": 0.1330395918027556, "bench_c_p6m": 0.32082093358209085, "ret_p1y": 3.7311490332808983, "ret_signed_p1y": 3.7311490332808983, "alpha_spy_p1y": 3.5256463441670833, "alpha_c_p1y": 2.8466976405727356, "bench_spy_p1y": 0.2055026891138152, "bench_c_p1y": 0.8844513927081628, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.27406444062016466, "alpha_spy_stated": -0.15897995162983536, "alpha_c_stated": -0.09670526570729054, "price_path": [0.1503, 0.0975, 0.1418, 0.0991, 0.1467, 0.2112, 0.215, 0.1624, -0.0257, 0.0082, 0.0037, -0.0012, -0.0012, 0.0049, -0.0085, -0.0444, -0.0572, -0.0572, -0.0217, 0.0067, 0.1119, 0.1416, 0.1136, 0.1136, 0.1128, 0.0649, 0.0906, 0.1559, 0.1493, 0.1846, 0.1846, 0.2253, 0.2236, 0.1744, 0.1559, 0.0206, -0.0114, -0.0029, 0.0362, 0.0221, 0.0073, 0.0156, 0.0485, 0.059, 0.0339, 0.0746, 0.0539, 0.027, 0.0716, 0.1148, 0.1148, 0.1963, 0.169, 0.1558, 0.1072, 0.0688, 0.0442, 0.0945, 0.0286, 0.0488, 0.0142, 0.0216, 0.0568, 0.0, 0.0413, -0.0245, -0.0025, 0.0714, 0.0628, 0.129, 0.155, 0.1395, 0.1433, 0.1538, 0.0611, 0.0859, 0.055, 0.032, 0.0212, -0.0093, -0.0254, -0.005, -0.0062, -0.1662, -0.2741, -0.2331, -0.2649, -0.1266, -0.2143, -0.2199, -0.2034, -0.2032, -0.2224, -0.2283, -0.2283, -0.2514, -0.2125, -0.182, -0.1316, -0.1051, -0.1188, -0.1377, -0.1369, -0.1277, -0.0946, -0.098, -0.097, -0.0733, -0.0449, -0.0369, 0.0352, 0.0872, 0.0692, 0.0706, 0.0992, 0.1065, 0.1003, 0.075, 0.0637, 0.0473, 0.0473, 0.0811, 0.0788, 0.0858, 0.0595, 0.1012, 0.1469, 0.1581, 0.1922, 0.2177, 0.2445, 0.2803, 0.3015, 0.3031, 0.2966, 0.3442, 0.3498, 0.3664, 0.3664, 0.3864, 0.3693, 0.4347, 0.4273, 0.4133, 0.3994, 0.3824, 0.356, 0.3655, 0.3717, 0.3717, 0.3464, 0.3969, 0.3724, 0.3822, 0.3981, 0.3316, 0.3485, 0.3072, 0.2716, 0.2843, 0.2712, 0.2262, 0.2331, 0.2544, 0.2491, 0.249, 0.257, 0.2882, 0.2253, 0.1775, 0.2099, 0.2244, 0.2213, 0.256, 0.3348, 0.389, 0.4343, 0.3952, 0.4066, 0.357, 0.3871, 0.3703, 0.3159, 0.3, 0.3212, 0.3071, 0.308, 0.322, 0.3697, 0.3361]}
{"unit_id": "reply:1912942485015593335", "ticker_idx": 0, "ts": "2025-04-17T18:53:23+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Most powerful software in the entire industry", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish PLTR; endorses it as the most powerful software in the industry.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@Anilniraula Most powerful software in the entire industry", "reply_text": null, "parent_text": "@TradexWhisperer $PLTR can be in front of the line 🚀", "quoted_text": null, "parent_author": "Anilniraula", "ret_m1d": -0.011409679129367079, "ret_signed_m1d": -0.011409679129367079, "alpha_spy_m1d": -0.009984994639309908, "alpha_c_m1d": -0.009984994639309908, "bench_spy_m1d": -0.001424684490057171, "bench_c_m1d": -0.001424684490057171, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0, "ret_signed_p1d": 0.0, "alpha_spy_p1d": 0.0, "alpha_c_p1d": 0.0, "bench_spy_p1d": 0.0, "bench_c_p1d": 0.0, "ret_p1w": 0.14928556389670877, "ret_signed_p1w": 0.14928556389670877, "alpha_spy_p1w": 0.11076041157821903, "alpha_c_p1w": 0.11076041157821903, "bench_spy_p1w": 0.03852515231848974, "bench_c_p1w": 0.03852515231848974, "ret_p1m": 0.3811047766941764, "ret_signed_p1m": 0.3811047766941764, "alpha_spy_p1m": 0.2523267966703293, "alpha_c_p1m": 0.2523267966703293, "bench_spy_p1m": 0.1287779800238471, "bench_c_p1m": 0.1287779800238471, "ret_p3m": 0.5843463826516451, "ret_signed_p3m": 0.5843463826516451, "alpha_spy_p3m": 0.3989980698098845, "alpha_c_p3m": 0.3989980698098845, "bench_spy_p3m": 0.18534831284176057, "bench_c_p3m": 0.18534831284176057, "ret_p6m": 0.870761406750379, "ret_signed_p6m": 0.870761406750379, "alpha_spy_p6m": 0.6231287380777648, "alpha_c_p6m": 0.6231287380777648, "bench_spy_p6m": 0.24763266867261424, "bench_c_p6m": 0.24763266867261424, "ret_p1y": 0.5774151695600007, "ret_signed_p1y": 0.5774151695600007, "alpha_spy_p1y": 0.3113227427274905, "alpha_c_p1y": 0.3113227427274905, "bench_spy_p1y": 0.2660924268325102, "bench_c_p1y": 0.2660924268325102, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.3811047766941764, "alpha_spy_stated": 0.2523267966703293, "alpha_c_stated": 0.2523267966703293, "price_path": [-0.2347, -0.2208, -0.1803, -0.1578, -0.1578, -0.1956, -0.1445, -0.1495, -0.1339, -0.1204, -0.1071, 0.1072, 0.0808, 0.1866, 0.182, 0.2439, 0.2009, 0.2518, 0.2573, 0.2706, 0.2706, 0.3289, 0.1949, 0.1332, 0.0807, -0.0331, -0.0633, -0.0477, -0.0961, -0.0945, -0.1105, -0.1, -0.0389, -0.142, -0.0946, -0.1855, -0.1677, -0.108, -0.151, -0.0804, -0.0686, -0.1055, -0.0819, -0.0681, -0.0301, 0.0317, 0.029, -0.016, -0.0393, -0.0846, -0.1, -0.097, -0.0675, -0.1086, -0.2108, -0.17, -0.1755, -0.0189, -0.0553, -0.0558, -0.0124, 0.0493, -0.0114, 0.0, 0.0, -0.0318, 0.0022, 0.0751, 0.1493, 0.2026, 0.2225, 0.2378, 0.263, 0.2391, 0.3252, 0.3198, 0.1608, 0.1781, 0.2705, 0.2508, 0.2632, 0.366, 0.3881, 0.3662, 0.3811, 0.3471, 0.3392, 0.2858, 0.304, 0.3149, 0.3149, 0.3157, 0.3197, 0.3043, 0.4052, 0.408, 0.42, 0.3863, 0.2786, 0.3619, 0.4082, 0.4162, 0.4544, 0.4416, 0.4651, 0.5079, 0.4737, 0.4924, 0.4924, 0.4641, 0.492, 0.5273, 0.5238, 0.5382, 0.3941, 0.4536, 0.3935, 0.4088, 0.4327, 0.4327, 0.4835, 0.4898, 0.5262, 0.5195, 0.5152, 0.5904, 0.5843, 0.6092, 0.642, 0.637, 0.6186, 0.5896, 0.6489, 0.6513, 0.6933, 0.6835, 0.666, 0.6913, 0.6885, 0.645, 0.7132, 0.8476, 0.9145, 0.9428, 0.9936, 0.948, 0.9937, 0.966, 0.9303, 0.8892, 0.8557, 0.6821, 0.6636, 0.6654, 0.6927, 0.6759, 0.7154, 0.6711, 0.6861, 0.671, 0.671, 0.6751, 0.6517, 0.665, 0.6327, 0.6645, 0.7313, 0.778, 0.7526, 0.828, 0.8257, 0.8155, 0.7949, 0.8871, 0.9449, 0.9122, 0.9466, 0.9147, 0.91, 0.8935, 0.9072, 0.9452, 0.9722, 0.9946, 0.8455, 0.9144, 0.9425, 0.9573, 0.9777, 0.8708]}
{"unit_id": "quote:1904369466538185118", "ticker_idx": 0, "ts": "2025-03-25T03:07:16+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$HIMS is such an interesting name to hold. The price fluctuations are wild to say the least but at the same time it gives you--strangely--a level of confidence to hold this name for the long term.", "tweet_type": "position_disclosure", "timeline": "years", "summary": "Holds HIMS long-term; volatility gives confidence to stay in the position.", "resolved_tickers": ["HIMS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - Specialty & Generic", "unit_kind": "quote", "lang": "en", "tweet_text": "$HIMS is such an interesting name to hold. \n\nThe price fluctuations are wild to say the least but at the same time it gives you--strangely--a level of confidence to hold this name for the long term.", "reply_text": null, "parent_text": null, "quoted_text": "💰 $HIMS Such an easy way to protect & boost profits \n\nWeekly BLUE candle: Buy\nWeekly PINK candle: Sell\n\nRinse and Repeat. We will notify our group of the next BLUE weekly candle. Stay tuned! https://t.co/Uu6Gbi85qN", "parent_author": null, "ret_m1d": 0.009989171780221628, "ret_signed_m1d": 0.009989171780221628, "alpha_spy_m1d": 0.012387228811946316, "alpha_c_m1d": 0.012387228811946316, "bench_spy_m1d": -0.0023980570317246874, "bench_c_m1d": -0.0023980570317246874, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.09935205761922938, "ret_signed_p1d": -0.09935205761922938, "alpha_spy_p1d": -0.08741372175852147, "alpha_c_p1d": -0.08741372175852147, "bench_spy_p1d": -0.011938335860707916, "bench_c_p1d": -0.011938335860707916, "ret_p1w": -0.16171710395276362, "ret_signed_p1w": -0.16171710395276362, "alpha_spy_p1w": -0.1365370748977256, "alpha_c_p1w": -0.1365370748977256, "bench_spy_p1w": -0.025180029055038022, "bench_c_p1w": -0.025180029055038022, "ret_p1m": -0.27888773152606217, "ret_signed_p1m": -0.27888773152606217, "alpha_spy_p1m": -0.2093085842969119, "alpha_c_p1m": -0.2093085842969119, "bench_spy_p1m": -0.06957914722915026, "bench_c_p1m": -0.06957914722915026, "ret_p3m": 0.7338012859978573, "ret_signed_p3m": 0.7338012859978573, "alpha_spy_p3m": 0.6980440357096893, "alpha_c_p3m": 0.6980440357096893, "bench_spy_p3m": 0.03575725028816801, "bench_c_p3m": 0.03575725028816801, "ret_p6m": 0.35934117790515874, "ret_signed_p6m": 0.35934117790515874, "alpha_spy_p6m": 0.2104711611792056, "alpha_c_p6m": 0.2104711611792056, "bench_spy_p6m": 0.14887001672595312, "bench_c_p6m": 0.14887001672595312, "ret_p1y": -0.3563715020699676, "ret_signed_p1y": -0.3563715020699676, "alpha_spy_p1y": -0.523890563859194, "alpha_c_p1y": -0.523890563859194, "bench_spy_p1y": 0.16751906178922638, "bench_c_p1y": 0.16751906178922638, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": -0.3563715020699676, "alpha_spy_stated": -0.523890563859194, "alpha_c_stated": -0.523890563859194, "price_path": [-0.2308, -0.2829, -0.3205, -0.3472, -0.3472, -0.3197, -0.281, -0.2738, -0.253, -0.3053, -0.3053, -0.314, -0.3008, -0.2924, -0.2478, -0.2457, -0.2481, -0.2481, -0.1952, -0.1976, -0.166, -0.1666, -0.1763, -0.1485, -0.1398, -0.0832, 0.0065, 0.051, 0.1299, 0.1393, 0.0926, 0.1488, 0.2087, 0.1766, 0.2511, 0.5977, 0.6326, 0.6326, 0.5794, 0.8558, 0.7929, 0.3305, 0.3853, 0.0761, 0.1309, 0.1161, 0.2173, 0.0983, 0.0931, 0.1039, -0.0715, -0.0294, -0.0694, -0.0629, -0.084, -0.1485, -0.1053, -0.0634, -0.1498, -0.0853, -0.1126, -0.0618, 0.01, 0.0, -0.0994, -0.1382, -0.2133, -0.2022, -0.1617, -0.1571, -0.2443, -0.2983, -0.2503, -0.2954, -0.2038, -0.2762, -0.2648, -0.2357, -0.2046, -0.2724, -0.2648, -0.2648, -0.3024, -0.3156, -0.2789, -0.2403, -0.2416, -0.2311, -0.054, -0.1064, -0.0238, 0.1021, 0.1307, 0.3356, 0.4133, 0.3877, 0.4028, 0.4906, 0.7279, 0.6501, 0.5815, 0.7454, 0.683, 0.6525, 0.5659, 0.4449, 0.4803, 0.4803, 0.4406, 0.4401, 0.4147, 0.527, 0.5327, 0.4776, 0.4474, 0.4247, 0.5208, 0.5351, 0.4916, 0.554, 0.5429, 0.4978, 0.6139, 0.5994, 0.6488, 0.6488, 0.7338, 0.1334, 0.1596, 0.118, 0.2495, 0.334, 0.3458, 0.2948, 0.2813, 0.2954, 0.2954, 0.3072, 0.3218, 0.3834, 0.3572, 0.2929, 0.4047, 0.3623, 0.3998, 0.3496, 0.3602, 0.2851, 0.3502, 0.5664, 0.5475, 0.5564, 0.5842, 0.6272, 0.7692, 0.7867, 0.6887, 0.7103, 0.4989, 0.3804, 0.3782, 0.4023, 0.3494, 0.2948, 0.3048, 0.2724, 0.2424, 0.2176, 0.1388, 0.1712, 0.1868, 0.2033, 0.1606, 0.2244, 0.1882, 0.1911, 0.1434, 0.1434, 0.1212, 0.2003, 0.2989, 0.307, 0.3402, 0.2902, 0.29, 0.3974, 0.4984, 0.4568, 0.3739, 0.3593]}
{"unit_id": "quote:1902441483841782198", "ticker_idx": 0, "ts": "2025-03-19T19:26:10+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I hold 1,285 $MU shares with no plans to sell until two conditions align: DRAM/NAND prices have fully recovered, Micron's HBM3(e) and HBM4(e) market share reaches about 20-25%", "tweet_type": "position_disclosure", "timeline": "months", "summary": "Long 1,285 MU shares; holding until DRAM/NAND prices fully recover and HBM market share hits 20-25%, aided by Samsung falling behind and 2-player HBM market dynamic.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "❗️ $MU Earnings Tomorrow!\n\nMicron’s Dual Role: What sets Micron apart is its foothold in both B2B and B2C markets. High-bandwidth memory (HBM) for AI data centers grabs headlines, but DRAM and NAND—core components in smartphones, gaming PCs, laptops, tablets, and cars—still drive the bulk of sales. If tomorrow’s consumer segment guidance beats expectations, it could signal returning consumer confidence, hinting that demand for these goods is bottoming out. I’ve noticed DDR5 DRAM prices spiking significantly over the past few months, suggesting Micron’s next wave of contract prices with customers could climb higher—a potential tailwind.\n\nMarket is growing a bit numb to AI hype so a strong news from consumers segment could be the next market driver.\n\nLastly, there is a lot of news around Samsung falling behind in DRAM & HBM developments. I personally met with Principal engineers from Samsung and the stories they tell me, they are all music to my ears. Why? Micron has never been in a 2-player market before, it was always 3 or 4. If HBM is shared only between SK Hynix and Micron, then this is golden market.\n\nMy Position: I hold 1,285 $MU shares with no plans to sell until two conditions align:\n\n-DRAM/NAND prices have fully recovered\n-Micron's HBM3(e) and HBM4(e) market share reaches about 20-25%.\n\nSK Hynix currently dominates with ~90% of HBM3e share, so there's room to grow especially with Micron’s HBM3E leading the industry with about 30% lower power consumption.\n\nTechnical Setup: Micron Technology has been consolidating in a wedge pattern for the past six months, with its current price at $101.70—just below a key volume shelf (red line). Earnings drop tomorrow, March 20, 2025, a day after the FOMC rate decision, adding extra weight to the outcome.", "reply_text": null, "parent_text": null, "quoted_text": "$MU\n\nNAND prices to be hiked 10% next month\n\nDRAM DDR5 spot prices bottomed last month and have risen 6.3%", "parent_author": null, "ret_m1d": -0.0033315045897661655, "ret_signed_m1d": -0.0033315045897661655, "alpha_spy_m1d": 0.0074420087308547656, "alpha_c_m1d": 0.005419203479095858, "bench_spy_m1d": -0.010773513320620931, "bench_c_m1d": -0.008750708068862023, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.009210219875401382, "ret_signed_p1d": 0.009210219875401382, "alpha_spy_p1d": 0.012101809352012327, "alpha_c_p1d": 0.01079327877596159, "bench_spy_p1d": -0.002891589476610945, "bench_c_p1d": -0.001583058900560208, "ret_p1w": -0.09729573544603232, "ret_signed_p1w": -0.09729573544603232, "alpha_spy_p1w": -0.10288603960148801, "alpha_c_p1w": -0.0735500538584073, "bench_spy_p1w": 0.005590304155455694, "bench_c_p1w": -0.023745681587625023, "ret_p1m": -0.325009048679193, "ret_signed_p1m": -0.325009048679193, "alpha_spy_p1m": -0.2560011388421405, "alpha_c_p1m": -0.17162968907497922, "bench_spy_p1m": -0.06900790983705252, "bench_c_p1m": -0.15337935960421378, "ret_p3m": 0.1757400559067317, "ret_signed_p3m": 0.1757400559067317, "alpha_spy_p3m": 0.10985919167001024, "alpha_c_p3m": 0.017567568178130433, "bench_spy_p3m": 0.06588086423672146, "bench_c_p3m": 0.15817248772860126, "ret_p6m": 0.4786199068541268, "ret_signed_p6m": 0.4786199068541268, "alpha_spy_p6m": 0.312117836898153, "alpha_c_p6m": 0.14213521837211873, "bench_spy_p6m": 0.16650206995597383, "bench_c_p6m": 0.3364846884820081, "ret_p1y": 2.640148584414423, "ret_signed_p1y": 2.640148584414423, "alpha_spy_p1y": 2.4406425934736276, "alpha_c_p1y": 1.9614882722395155, "bench_spy_p1y": 0.19950599094079546, "bench_c_p1y": 0.6786603121749075, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.325009048679193, "alpha_spy_stated": -0.2560011388421405, "alpha_c_stated": -0.17162968907497922, "price_path": [-0.1181, -0.122, -0.1264, -0.1264, -0.1211, -0.1327, -0.1641, -0.1754, -0.1754, -0.1443, -0.1194, -0.0274, -0.0015, -0.026, -0.026, -0.0267, -0.0686, -0.0461, 0.0111, 0.0053, 0.0362, 0.0362, 0.0717, 0.0703, 0.0272, 0.0111, -0.1073, -0.1353, -0.1279, -0.0937, -0.106, -0.1189, -0.1117, -0.0829, -0.0737, -0.0956, -0.0601, -0.0782, -0.1017, -0.0627, -0.0249, -0.0249, 0.0463, 0.0225, 0.011, -0.0316, -0.0652, -0.0866, -0.0426, -0.1003, -0.0826, -0.1129, -0.1064, -0.0756, -0.1253, -0.0892, -0.1468, -0.1275, -0.0629, -0.0704, -0.0124, 0.0103, -0.0033, 0.0, 0.0092, -0.0719, -0.0502, -0.0772, -0.0973, -0.1068, -0.1335, -0.1475, -0.1297, -0.1308, -0.2707, -0.365, -0.3292, -0.357, -0.236, -0.3127, -0.3177, -0.3032, -0.303, -0.3198, -0.325, -0.325, -0.3452, -0.3112, -0.2845, -0.2404, -0.2173, -0.2293, -0.2457, -0.2451, -0.237, -0.2081, -0.211, -0.2101, -0.1894, -0.1646, -0.1576, -0.0946, -0.049, -0.0648, -0.0635, -0.0385, -0.0322, -0.0375, -0.0597, -0.0696, -0.084, -0.084, -0.0544, -0.0564, -0.0503, -0.0733, -0.0368, 0.0032, 0.013, 0.0428, 0.0651, 0.0885, 0.1198, 0.1384, 0.1398, 0.1341, 0.1757, 0.1806, 0.1952, 0.1952, 0.2126, 0.1977, 0.2549, 0.2484, 0.2362, 0.224, 0.2092, 0.186, 0.1944, 0.1998, 0.1998, 0.1776, 0.2218, 0.2004, 0.209, 0.2229, 0.1648, 0.1795, 0.1434, 0.1122, 0.1233, 0.1119, 0.0726, 0.0785, 0.0972, 0.0926, 0.0925, 0.0995, 0.1268, 0.0718, 0.0299, 0.0583, 0.071, 0.0682, 0.0986, 0.1675, 0.2149, 0.2545, 0.2203, 0.2304, 0.187, 0.2133, 0.1985, 0.151, 0.1371, 0.1556, 0.1433, 0.144, 0.1563, 0.1981, 0.1687, 0.1687, 0.1635, 0.1658, 0.2198, 0.2901, 0.291, 0.3281, 0.3748, 0.4786]}
{"unit_id": "quote:1905367499807588521", "ticker_idx": 0, "ts": "2025-03-27T21:13:06+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "🚨 $RKLB Holy Shit Huge Contract Awarded", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Bullish RKLB on massive $5.6B national security launch contract award shared with strong endorsement.", "resolved_tickers": ["RKLB"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "quote", "lang": "en", "tweet_text": "🚨 $RKLB Holy Shit Huge Contract Awarded\n\nRocket Lab National Security LLC and Stoke Space Technologies Inc. have been awarded a multiple-award, firm-fixed-price, indefinite-delivery/indefinite-quantity contract with a maximum cumulative ceiling of $5,600,000,000 for the National Security Space (NSS) Launch Phase Three Lane One fiscal 2025 on-ramp. The contract is for launch services delivering NSS payloads into their intended orbits. The location of performance will be determined at the task order level. The contract will include a four-year, two-month ordering period, which will go through June 2029, with an option for an additional ordering period of five years. This award is the result of a competitive acquisition; the solicitation was posted to https://t.co/cTupi0faOJ and three offers were received. Fiscal 2025 space procurement funds in the amount of $10,000,000 (the cumulative amount for the minimum guarantee) are being obligated at the time of award. Space Systems Command Assured Access to Space, Los Angeles Air Force Base, El Segundo, California, is the contracting activity.", "reply_text": null, "parent_text": null, "quoted_text": "It's 2025 and NEUTRON is coming\n\nSingle Neutron launch: $55M\nLast quarter revenue: $106M\n\n$RKLB forecasts that Neutron will be capable of launching 98% of all payloads through 2029. Two dedicated Neutron launches are already booked for 2026 & 2027.\n\nNeutron is reusable rocket https://t.co/9kypR65W3S", "parent_author": null, "ret_m1d": -0.01074117905075711, "ret_signed_m1d": -0.01074117905075711, "alpha_spy_m1d": -0.03129338751927835, "alpha_c_m1d": -0.03179369904019891, "bench_spy_m1d": 0.020552208468521238, "bench_c_m1d": 0.021052519989441798, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0397423010265161, "ret_signed_p1d": -0.0397423010265161, "alpha_spy_p1d": -0.046454990263668394, "alpha_c_p1d": -0.04681090690647549, "bench_spy_p1d": 0.006712689237152292, "bench_c_p1d": 0.007068605879959389, "ret_p1w": -0.12083780336137917, "ret_signed_p1w": -0.12083780336137917, "alpha_spy_p1w": -0.0301708295607388, "alpha_c_p1w": -0.027022976441215873, "bench_spy_p1w": -0.09066697380064037, "bench_c_p1w": -0.0938148269201633, "ret_p1m": 0.2175080050762923, "ret_signed_p1m": 0.2175080050762923, "alpha_spy_p1m": 0.22616430433765589, "alpha_c_p1m": 0.2229632931424692, "bench_spy_p1m": -0.008656299261363576, "bench_c_p1m": -0.0054552880661769, "ret_p3m": 0.7373790019363378, "ret_signed_p3m": 0.7373790019363378, "alpha_spy_p3m": 0.6415381647616021, "alpha_c_p3m": 0.6292915324648443, "bench_spy_p3m": 0.09584083717473568, "bench_c_p3m": 0.1080874694714935, "ret_p6m": 1.675080511722562, "ret_signed_p6m": 1.675080511722562, "alpha_spy_p6m": 1.4681092685517632, "alpha_c_p6m": 1.4910643705638937, "bench_spy_p6m": 0.20697124317079885, "bench_c_p6m": 0.18401614115866827, "ret_p1y": 3.220730010510904, "ret_signed_p1y": 3.220730010510904, "alpha_spy_p1y": 3.0030218507572766, "alpha_c_p1y": 2.927828823293855, "bench_spy_p1y": 0.21770815975362745, "bench_c_p1y": 0.2929011872170486, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.2175080050762923, "alpha_spy_stated": 0.22616430433765589, "alpha_c_stated": 0.2229632931424692, "price_path": [0.3679, 0.3679, 0.3405, 0.5435, 0.5467, 0.5011, 0.4694, 0.4694, 0.4452, 0.2841, 0.2975, 0.3357, 0.3233, 0.2889, 0.2889, 0.6794, 0.5908, 0.6955, 0.6305, 0.5806, 0.5564, 0.5505, 0.5322, 0.5602, 0.5242, 0.5403, 0.536, 0.4866, 0.4721, 0.6434, 0.5156, 0.4834, 0.5199, 0.5048, 0.5048, 0.4898, 0.3926, 0.3566, 0.2648, 0.2078, 0.0892, 0.1412, 0.065, 0.1004, 0.0021, 0.0201, 0.0956, 0.0021, 0.0097, -0.0806, -0.0424, -0.0102, -0.0564, 0.0102, 0.0258, -0.0344, 0.0086, -0.0048, 0.0172, 0.0854, 0.0886, 0.044, -0.0107, 0.0, -0.0397, -0.0252, 0.0387, -0.0392, -0.1208, -0.0591, -0.0773, 0.1058, 0.0542, 0.0542, 0.0274, 0.1316, 0.0728, 0.0602, 0.0602, 0.0016, 0.0226, 0.0897, 0.1751, 0.2019, 0.2175, 0.203, 0.1702, 0.188, 0.2347, 0.2073, 0.2014, 0.1971, 0.2406, 0.1015, 0.1418, 0.1724, 0.2959, 0.3545, 0.3733, 0.3856, 0.3963, 0.3518, 0.3867, 0.3652, 0.3652, 0.5446, 0.5537, 0.4689, 0.4388, 0.4286, 0.435, 0.4452, 0.4205, 0.5532, 0.5918, 0.4592, 0.4694, 0.4178, 0.3647, 0.4259, 0.4189, 0.4957, 0.4957, 0.6133, 0.7605, 0.797, 0.7374, 0.9409, 0.9001, 0.9211, 0.8437, 0.9162, 0.9151, 0.9151, 1.0881, 1.0806, 1.102, 1.0999, 1.0961, 1.3206, 1.3953, 1.5612, 1.7567, 1.7599, 1.5344, 1.5177, 1.6396, 1.5849, 1.5473, 1.4227, 1.3518, 1.4941, 1.4662, 1.4066, 1.3921, 1.4033, 1.3684, 1.3743, 1.4001, 1.4178, 1.3324, 1.3093, 1.2991, 1.3776, 1.4151, 1.1976, 1.1853, 1.2304, 1.3835, 1.536, 1.5849, 1.4839, 1.573, 1.6101, 1.6101, 1.6482, 1.3378, 1.3088, 1.4619, 1.5634, 1.5258, 1.4796, 1.601, 1.8647, 1.9023, 1.5373, 1.5822, 1.5338, 1.5666, 1.6751]}
{"unit_id": "quote:1913223900974252249", "ticker_idx": 0, "ts": "2025-04-18T13:31:38+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Most Powerful Software on Earth. Lethal Machine Learning. Super Integration Company.", "tweet_type": "analysis", "timeline": "years", "summary": "Long-term bullish on PLTR, MU, RKLB, HIMS, DOCS as top growth stocks with fundamental and AI-driven theses.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "🔝👍 Top Long Term Growth Stocks:\n\n1 - $PLTR: Most Powerful Software on Earth. Lethal Machine Learning. Super Integration Company.\n\n2 - $MU: Automotive, Mobile, Compute and AI Memory Solutions. HBM (AI) revenue expected to match DRAM. Forward PE ratio of ~11, Bargain of the Century.\n\n3 - $RKLB: End-to-End Space Company. Electron Versatility. Neutron Potential.\n\n4 - $HIMS: Online Healthcare Platform. Personalized Solutions. Solid Userbase / Web-Traffic Growth.\n\n5 - $DOCS: Leading Digital Platform for Medical Professionals connecting over 80% of U.S. physicians for secure networking, medical news, and career growth. Telehealth and AI tools streamline virtual care and clinical workflows. Revenue from subscriptions and advertising.\n\nUnlock exclusive focus charts for these stocks on our Patreon. We empower you with rare Blue/Pink smart candle insights 👇", "reply_text": null, "parent_text": null, "quoted_text": "Smart Candle Patreon Membership:\n\n-Money-Saving Hedge Alerts\n-Recession Candle Alerts\n-Bullish Candle Alerts\n-Long Term Stocks Focus Analysis\n-120+ Daily Smart Candle Charts\n-120+ Weekly Smart Candle Charts\n-120+ Monthly Smart Candle Charts\n-S&P500 & Nasdaq-100 Charts\n-Exclusive https://t.co/q28oM2hIuK", "parent_author": null, "ret_m1d": 0.03281933510333035, "ret_signed_m1d": 0.03281933510333035, "alpha_spy_m1d": 0.008436182722403762, "alpha_c_m1d": 0.008436182722403762, "bench_spy_m1d": 0.024383152380926587, "bench_c_m1d": 0.024383152380926587, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.035132100273095324, "ret_signed_p1d": 0.035132100273095324, "alpha_spy_p1d": 0.009114278741942039, "alpha_c_p1d": 0.009114278741942039, "bench_spy_p1d": 0.026017821531153285, "bench_c_p1d": 0.026017821531153285, "ret_p1w": 0.26266517260496247, "ret_signed_p1w": 0.26266517260496247, "alpha_spy_p1w": 0.19072220535886864, "alpha_c_p1w": 0.19072220535886864, "bench_spy_p1w": 0.07194296724609384, "bench_c_p1w": 0.07194296724609384, "ret_p1m": 0.3831496929168805, "ret_signed_p1m": 0.3831496929168805, "alpha_spy_p1m": 0.22947567704413707, "alpha_c_p1m": 0.22947567704413707, "bench_spy_p1m": 0.15367401587274343, "bench_c_p1m": 0.15367401587274343, "ret_p3m": 0.695925113630081, "ret_signed_p3m": 0.695925113630081, "alpha_spy_p3m": 0.47015908077108715, "alpha_c_p3m": 0.47015908077108715, "bench_spy_p3m": 0.22576603285899388, "bench_c_p3m": 0.22576603285899388, "ret_p6m": 0.9795154124687493, "ret_signed_p6m": 0.9795154124687493, "alpha_spy_p6m": 0.6834362035223924, "alpha_c_p6m": 0.6834362035223924, "bench_spy_p6m": 0.29607920894635686, "bench_c_p6m": 0.29607920894635686, "ret_p1y": 0.5502201517173952, "ret_signed_p1y": 0.5502201517173952, "alpha_spy_p1y": 0.21963800558782554, "alpha_c_p1y": 0.21963800558782554, "bench_spy_p1y": 0.3305821461295697, "bench_c_p1y": 0.3305821461295697, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": 0.5502201517173952, "alpha_spy_stated": 0.21963800558782554, "alpha_c_stated": 0.21963800558782554, "price_path": [-0.1534, -0.1302, -0.1302, -0.1692, -0.1164, -0.1216, -0.1055, -0.0915, -0.0778, 0.1435, 0.1163, 0.2256, 0.2208, 0.2847, 0.2403, 0.2928, 0.2986, 0.3123, 0.3123, 0.3725, 0.2341, 0.1704, 0.1162, -0.0013, -0.0326, -0.0164, -0.0664, -0.0648, -0.0813, -0.0705, -0.0074, -0.1139, -0.0649, -0.1588, -0.1404, -0.0787, -0.1231, -0.0502, -0.038, -0.0761, -0.0518, -0.0376, 0.0018, 0.0655, 0.0628, 0.0163, -0.0078, -0.0545, -0.0705, -0.0674, -0.0369, -0.0793, -0.1849, -0.1427, -0.1485, 0.0133, -0.0243, -0.0248, 0.02, 0.0837, 0.021, 0.0328, 0.0328, 0.0, 0.0351, 0.1104, 0.187, 0.2421, 0.2627, 0.2784, 0.3044, 0.2797, 0.3687, 0.3631, 0.1989, 0.2167, 0.3122, 0.2919, 0.3046, 0.4108, 0.4337, 0.411, 0.4264, 0.3913, 0.3831, 0.328, 0.3468, 0.358, 0.358, 0.3589, 0.363, 0.3471, 0.4513, 0.4542, 0.4666, 0.4318, 0.3206, 0.4066, 0.4544, 0.4627, 0.5021, 0.4889, 0.5132, 0.5574, 0.522, 0.5414, 0.5414, 0.5121, 0.541, 0.5774, 0.5738, 0.5887, 0.4399, 0.5013, 0.4392, 0.4551, 0.4797, 0.4797, 0.5322, 0.5387, 0.5763, 0.5694, 0.565, 0.6426, 0.6363, 0.662, 0.6959, 0.6907, 0.6717, 0.6417, 0.703, 0.7055, 0.7489, 0.7388, 0.7207, 0.7468, 0.7439, 0.699, 0.7694, 0.9083, 0.9773, 1.0066, 1.059, 1.0119, 1.0591, 1.0305, 0.9936, 0.9512, 0.9166, 0.7373, 0.7182, 0.72, 0.7482, 0.7309, 0.7717, 0.726, 0.7414, 0.7259, 0.7259, 0.7301, 0.7059, 0.7196, 0.6862, 0.7192, 0.7881, 0.8363, 0.8101, 0.888, 0.8856, 0.8751, 0.8539, 0.949, 1.0087, 0.975, 1.0105, 0.9775, 0.9727, 0.9556, 0.9698, 1.009, 1.0369, 1.06, 0.9061, 0.9772, 1.0063, 1.0216, 1.0426, 0.9322, 0.9517, 0.9795]}
{"unit_id": "quote:1913223900974252249", "ticker_idx": 1, "ts": "2025-04-18T13:31:38+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "HBM (AI) revenue expected to match DRAM. Forward PE ratio of ~11, Bargain of the Century.", "tweet_type": "analysis", "timeline": "years", "summary": "Long-term bullish on PLTR, MU, RKLB, HIMS, DOCS as top growth stocks with fundamental and AI-driven theses.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "🔝👍 Top Long Term Growth Stocks:\n\n1 - $PLTR: Most Powerful Software on Earth. Lethal Machine Learning. Super Integration Company.\n\n2 - $MU: Automotive, Mobile, Compute and AI Memory Solutions. HBM (AI) revenue expected to match DRAM. Forward PE ratio of ~11, Bargain of the Century.\n\n3 - $RKLB: End-to-End Space Company. Electron Versatility. Neutron Potential.\n\n4 - $HIMS: Online Healthcare Platform. Personalized Solutions. Solid Userbase / Web-Traffic Growth.\n\n5 - $DOCS: Leading Digital Platform for Medical Professionals connecting over 80% of U.S. physicians for secure networking, medical news, and career growth. Telehealth and AI tools streamline virtual care and clinical workflows. Revenue from subscriptions and advertising.\n\nUnlock exclusive focus charts for these stocks on our Patreon. We empower you with rare Blue/Pink smart candle insights 👇", "reply_text": null, "parent_text": null, "quoted_text": "Smart Candle Patreon Membership:\n\n-Money-Saving Hedge Alerts\n-Recession Candle Alerts\n-Bullish Candle Alerts\n-Long Term Stocks Focus Analysis\n-120+ Daily Smart Candle Charts\n-120+ Weekly Smart Candle Charts\n-120+ Monthly Smart Candle Charts\n-S&P500 & Nasdaq-100 Charts\n-Exclusive https://t.co/q28oM2hIuK", "parent_author": null, "ret_m1d": 0.030865980730519604, "ret_signed_m1d": 0.030865980730519604, "alpha_spy_m1d": 0.006482828349593017, "alpha_c_m1d": 0.005843332619779984, "bench_spy_m1d": 0.024383152380926587, "bench_c_m1d": 0.02502264811073962, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05199283086682871, "ret_signed_p1d": 0.05199283086682871, "alpha_spy_p1d": 0.025975009335675425, "alpha_c_p1d": 0.03032431152480841, "bench_spy_p1d": 0.026017821531153285, "bench_c_p1d": 0.021668519342020298, "ret_p1w": 0.17710499897041965, "ret_signed_p1w": 0.17710499897041965, "alpha_spy_p1w": 0.10516203172432581, "alpha_c_p1w": 0.05561219653471583, "bench_spy_p1w": 0.07194296724609384, "bench_c_p1w": 0.12149280243570382, "ret_p1m": 0.4698830289072, "ret_signed_p1m": 0.4698830289072, "alpha_spy_p1m": 0.3162090130344566, "alpha_c_p1m": 0.1626371736316632, "bench_spy_p1m": 0.15367401587274343, "bench_c_p1m": 0.3072458552755368, "ret_p3m": 0.6986304462190682, "ret_signed_p3m": 0.6986304462190682, "alpha_spy_p3m": 0.47286441336007434, "alpha_c_p3m": 0.14557723153192836, "bench_spy_p3m": 0.22576603285899388, "bench_c_p3m": 0.5530532146871399, "ret_p6m": 1.8072118060373854, "ret_signed_p6m": 1.8072118060373854, "alpha_spy_p6m": 1.5111325970910285, "alpha_c_p6m": 1.0316700054520753, "bench_spy_p6m": 0.29607920894635686, "bench_c_p6m": 0.7755418005853101, "ret_p1y": 5.108833455160317, "ret_signed_p1y": 5.108833455160317, "alpha_spy_p1y": 4.778251309030748, "alpha_c_p1y": 3.850216762730584, "bench_spy_p1y": 0.3305821461295697, "bench_c_p1y": 1.258616692429733, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": 5.108833455160317, "alpha_spy_stated": 4.778251309030748, "alpha_c_stated": 3.850216762730584, "price_path": [0.6345, 0.5688, 0.5441, 0.3634, 0.3206, 0.3319, 0.3842, 0.3653, 0.3456, 0.3566, 0.4006, 0.4147, 0.3812, 0.4355, 0.4078, 0.3719, 0.4315, 0.4892, 0.4892, 0.598, 0.5616, 0.544, 0.479, 0.4277, 0.3949, 0.4621, 0.374, 0.4011, 0.3548, 0.3647, 0.4117, 0.3358, 0.3911, 0.3031, 0.3325, 0.4312, 0.4198, 0.5082, 0.5429, 0.5221, 0.5272, 0.5413, 0.4174, 0.4506, 0.4093, 0.3786, 0.3641, 0.3234, 0.3019, 0.3292, 0.3275, 0.1139, -0.0303, 0.0244, -0.018, 0.1668, 0.0496, 0.0421, 0.0641, 0.0644, 0.0388, 0.0309, 0.0309, 0.0, 0.052, 0.0927, 0.16, 0.1954, 0.1771, 0.1519, 0.153, 0.1653, 0.2095, 0.205, 0.2063, 0.2379, 0.2758, 0.2865, 0.3828, 0.4524, 0.4282, 0.4302, 0.4684, 0.4781, 0.4699, 0.436, 0.4209, 0.399, 0.399, 0.4441, 0.4411, 0.4504, 0.4153, 0.4711, 0.5321, 0.547, 0.5926, 0.6266, 0.6624, 0.7102, 0.7385, 0.7408, 0.7321, 0.7956, 0.8031, 0.8253, 0.8253, 0.852, 0.8292, 0.9165, 0.9067, 0.8879, 0.8693, 0.8467, 0.8114, 0.8241, 0.8323, 0.8323, 0.7985, 0.866, 0.8333, 0.8464, 0.8677, 0.7789, 0.8014, 0.7462, 0.6986, 0.7156, 0.6982, 0.638, 0.6472, 0.6757, 0.6686, 0.6685, 0.6791, 0.7208, 0.6368, 0.573, 0.6163, 0.6356, 0.6314, 0.6778, 0.7831, 0.8555, 0.9159, 0.8638, 0.8791, 0.8128, 0.853, 0.8305, 0.7579, 0.7366, 0.7649, 0.746, 0.7472, 0.766, 0.8297, 0.7849, 0.7849, 0.7769, 0.7805, 0.8629, 0.9702, 0.9716, 1.0283, 1.0997, 1.2582, 1.3581, 1.3662, 1.3819, 1.3995, 1.5329, 1.4406, 1.4689, 1.4958, 1.4253, 1.3521, 1.3587, 1.4581, 1.5094, 1.7318, 1.7558, 1.8188, 1.8657, 1.7867, 1.9495, 1.8863, 1.7253, 1.8929, 1.8072]}
{"unit_id": "quote:1913223900974252249", "ticker_idx": 2, "ts": "2025-04-18T13:31:38+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "End-to-End Space Company. Electron Versatility. Neutron Potential.", "tweet_type": "analysis", "timeline": "years", "summary": "Long-term bullish on PLTR, MU, RKLB, HIMS, DOCS as top growth stocks with fundamental and AI-driven theses.", "resolved_tickers": ["RKLB"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "quote", "lang": "en", "tweet_text": "🔝👍 Top Long Term Growth Stocks:\n\n1 - $PLTR: Most Powerful Software on Earth. Lethal Machine Learning. Super Integration Company.\n\n2 - $MU: Automotive, Mobile, Compute and AI Memory Solutions. HBM (AI) revenue expected to match DRAM. Forward PE ratio of ~11, Bargain of the Century.\n\n3 - $RKLB: End-to-End Space Company. Electron Versatility. Neutron Potential.\n\n4 - $HIMS: Online Healthcare Platform. Personalized Solutions. Solid Userbase / Web-Traffic Growth.\n\n5 - $DOCS: Leading Digital Platform for Medical Professionals connecting over 80% of U.S. physicians for secure networking, medical news, and career growth. Telehealth and AI tools streamline virtual care and clinical workflows. Revenue from subscriptions and advertising.\n\nUnlock exclusive focus charts for these stocks on our Patreon. We empower you with rare Blue/Pink smart candle insights 👇", "reply_text": null, "parent_text": null, "quoted_text": "Smart Candle Patreon Membership:\n\n-Money-Saving Hedge Alerts\n-Recession Candle Alerts\n-Bullish Candle Alerts\n-Long Term Stocks Focus Analysis\n-120+ Daily Smart Candle Charts\n-120+ Weekly Smart Candle Charts\n-120+ Monthly Smart Candle Charts\n-S&P500 & Nasdaq-100 Charts\n-Exclusive https://t.co/q28oM2hIuK", "parent_author": null, "ret_m1d": 0.058445049591576925, "ret_signed_m1d": 0.058445049591576925, "alpha_spy_m1d": 0.03406189721065034, "alpha_c_m1d": 0.03550425086893383, "bench_spy_m1d": 0.024383152380926587, "bench_c_m1d": 0.022940798722643096, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.020911598121941655, "ret_signed_p1d": 0.020911598121941655, "alpha_spy_p1d": -0.00510622340921163, "alpha_c_p1d": 0.0034406477131743163, "bench_spy_p1d": 0.026017821531153285, "bench_c_p1d": 0.01747095040876734, "ret_p1w": 0.2155496268090793, "ret_signed_p1w": 0.2155496268090793, "alpha_spy_p1w": 0.14360665956298546, "alpha_c_p1w": 0.15881015454901526, "bench_spy_p1w": 0.07194296724609384, "bench_c_p1w": 0.05673947226006404, "ret_p1m": 0.39410190519075994, "ret_signed_p1m": 0.39410190519075994, "alpha_spy_p1m": 0.2404278893180165, "alpha_c_p1m": 0.22053651431156962, "bench_spy_p1m": 0.15367401587274343, "bench_c_p1m": 0.17356539087919032, "ret_p3m": 1.752278974850713, "ret_signed_p3m": 1.752278974850713, "alpha_spy_p3m": 1.5265129419917192, "alpha_c_p3m": 1.5092221220429023, "bench_spy_p3m": 0.22576603285899388, "bench_c_p3m": 0.24305685280781075, "ret_p6m": 2.647721188782417, "ret_signed_p6m": 2.647721188782417, "alpha_spy_p6m": 2.35164197983606, "alpha_c_p6m": 2.3876881765601494, "bench_spy_p6m": 0.29607920894635686, "bench_c_p6m": 0.2600330122222678, "ret_p1y": 2.7040216216636357, "ret_signed_p1y": 2.7040216216636357, "alpha_spy_p1y": 2.3734394755340658, "alpha_c_p1y": 2.2938081838008797, "bench_spy_p1y": 0.3305821461295697, "bench_c_p1y": 0.410213437862756, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": 2.7040216216636357, "alpha_spy_stated": 2.3734394755340658, "alpha_c_stated": 2.2938081838008797, "price_path": [0.5882, 0.6928, 0.6279, 0.578, 0.5539, 0.548, 0.5298, 0.5576, 0.5217, 0.5378, 0.5335, 0.4842, 0.4697, 0.6408, 0.5131, 0.481, 0.5174, 0.5024, 0.5024, 0.4874, 0.3903, 0.3544, 0.2627, 0.2059, 0.0874, 0.1394, 0.0633, 0.0987, 0.0005, 0.0185, 0.0938, 0.0005, 0.008, -0.082, -0.044, -0.0118, -0.0579, 0.0086, 0.0241, -0.0359, 0.007, -0.0064, 0.0155, 0.0836, 0.0869, 0.0424, -0.0123, -0.0016, -0.0413, -0.0268, 0.037, -0.0408, -0.1223, -0.0606, -0.0788, 0.104, 0.0525, 0.0525, 0.0257, 0.1298, 0.071, 0.0584, 0.0584, 0.0, 0.0209, 0.0879, 0.1732, 0.2, 0.2155, 0.2011, 0.1684, 0.1861, 0.2327, 0.2054, 0.1995, 0.1952, 0.2386, 0.0997, 0.1399, 0.1705, 0.2938, 0.3523, 0.371, 0.3834, 0.3941, 0.3496, 0.3845, 0.363, 0.363, 0.5421, 0.5512, 0.4665, 0.4365, 0.4263, 0.4327, 0.4429, 0.4182, 0.5507, 0.5893, 0.4568, 0.467, 0.4155, 0.3625, 0.4236, 0.4166, 0.4933, 0.4933, 0.6107, 0.7576, 0.7941, 0.7346, 0.9378, 0.8971, 0.918, 0.8408, 0.9131, 0.9121, 0.9121, 1.0847, 1.0772, 1.0987, 1.0965, 1.0928, 1.3169, 1.3914, 1.5571, 1.7523, 1.7555, 1.5303, 1.5137, 1.6354, 1.5807, 1.5432, 1.4188, 1.348, 1.4901, 1.4622, 1.4027, 1.3882, 1.3995, 1.3646, 1.3705, 1.3962, 1.4139, 1.3287, 1.3056, 1.2954, 1.3737, 1.4113, 1.1941, 1.1818, 1.2268, 1.3796, 1.5319, 1.5807, 1.4799, 1.5689, 1.6059, 1.6059, 1.644, 1.334, 1.3051, 1.4579, 1.5592, 1.5217, 1.4756, 1.5968, 1.8601, 1.8976, 1.5332, 1.578, 1.5298, 1.5625, 1.6708, 1.837, 1.6107, 1.5003, 1.4804, 1.5206, 1.5689, 1.5721, 1.8134, 2.0113, 2.1367, 2.2981, 2.5019, 2.5614, 2.4456, 2.5078, 2.6477]}
{"unit_id": "quote:1913223900974252249", "ticker_idx": 3, "ts": "2025-04-18T13:31:38+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Online Healthcare Platform. Personalized Solutions. Solid Userbase / Web-Traffic Growth.", "tweet_type": "analysis", "timeline": "years", "summary": "Long-term bullish on PLTR, MU, RKLB, HIMS, DOCS as top growth stocks with fundamental and AI-driven theses.", "resolved_tickers": ["HIMS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - Specialty & Generic", "unit_kind": "quote", "lang": "en", "tweet_text": "🔝👍 Top Long Term Growth Stocks:\n\n1 - $PLTR: Most Powerful Software on Earth. Lethal Machine Learning. Super Integration Company.\n\n2 - $MU: Automotive, Mobile, Compute and AI Memory Solutions. HBM (AI) revenue expected to match DRAM. Forward PE ratio of ~11, Bargain of the Century.\n\n3 - $RKLB: End-to-End Space Company. Electron Versatility. Neutron Potential.\n\n4 - $HIMS: Online Healthcare Platform. Personalized Solutions. Solid Userbase / Web-Traffic Growth.\n\n5 - $DOCS: Leading Digital Platform for Medical Professionals connecting over 80% of U.S. physicians for secure networking, medical news, and career growth. Telehealth and AI tools streamline virtual care and clinical workflows. Revenue from subscriptions and advertising.\n\nUnlock exclusive focus charts for these stocks on our Patreon. We empower you with rare Blue/Pink smart candle insights 👇", "reply_text": null, "parent_text": null, "quoted_text": "Smart Candle Patreon Membership:\n\n-Money-Saving Hedge Alerts\n-Recession Candle Alerts\n-Bullish Candle Alerts\n-Long Term Stocks Focus Analysis\n-120+ Daily Smart Candle Charts\n-120+ Weekly Smart Candle Charts\n-120+ Monthly Smart Candle Charts\n-S&P500 & Nasdaq-100 Charts\n-Exclusive https://t.co/q28oM2hIuK", "parent_author": null, "ret_m1d": 0.053792545721375706, "ret_signed_m1d": 0.053792545721375706, "alpha_spy_m1d": 0.02940939334044912, "alpha_c_m1d": 0.02940939334044912, "bench_spy_m1d": 0.024383152380926587, "bench_c_m1d": 0.024383152380926587, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.018962839327579917, "ret_signed_p1d": -0.018962839327579917, "alpha_spy_p1d": -0.0449806608587332, "alpha_c_p1d": -0.0449806608587332, "bench_spy_p1d": 0.026017821531153285, "bench_c_p1d": 0.026017821531153285, "ret_p1w": 0.10216715843881441, "ret_signed_p1w": 0.10216715843881441, "alpha_spy_p1w": 0.030224191192720573, "alpha_c_p1w": 0.030224191192720573, "bench_spy_p1w": 0.07194296724609384, "bench_c_p1w": 0.07194296724609384, "ret_p1m": 1.3688080001169212, "ret_signed_p1m": 1.3688080001169212, "alpha_spy_p1m": 1.2151339842441777, "alpha_c_p1m": 1.2151339842441777, "bench_spy_p1m": 0.15367401587274343, "bench_c_p1m": 0.15367401587274343, "ret_p3m": 0.9345975767519594, "ret_signed_p3m": 0.9345975767519594, "alpha_spy_p3m": 0.7088315438929655, "alpha_c_p3m": 0.7088315438929655, "bench_spy_p3m": 0.22576603285899388, "bench_c_p3m": 0.22576603285899388, "ret_p6m": 1.0905572809121495, "ret_signed_p6m": 1.0905572809121495, "alpha_spy_p6m": 0.7944780719657927, "alpha_c_p6m": 0.7944780719657927, "bench_spy_p6m": 0.29607920894635686, "bench_c_p6m": 0.29607920894635686, "ret_p1y": -0.24961303114750488, "ret_signed_p1y": -0.24961303114750488, "alpha_spy_p1y": -0.5801951772770746, "alpha_c_p1y": -0.5801951772770746, "bench_spy_p1y": 0.3305821461295697, "bench_c_p1y": 0.3305821461295697, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": -0.24961303114750488, "alpha_spy_stated": -0.5801951772770746, "alpha_c_stated": -0.5801951772770746, "price_path": [0.1502, 0.1954, 0.1947, 0.1807, 0.2206, 0.233, 0.3142, 0.4427, 0.5066, 0.6196, 0.6331, 0.5662, 0.6467, 0.7326, 0.6865, 0.7933, 1.2902, 1.3402, 1.3402, 1.2639, 1.6602, 1.57, 0.9071, 0.9857, 0.5426, 0.6211, 0.5998, 0.745, 0.5743, 0.567, 0.5824, 0.3309, 0.3913, 0.334, 0.3433, 0.3131, 0.2206, 0.2825, 0.3425, 0.2187, 0.3111, 0.2721, 0.3448, 0.4478, 0.4334, 0.291, 0.2353, 0.1277, 0.1436, 0.2016, 0.2082, 0.0832, 0.0058, 0.0747, 0.0101, 0.1413, 0.0375, 0.0538, 0.0956, 0.1401, 0.043, 0.0538, 0.0538, 0.0, -0.019, 0.0337, 0.089, 0.0871, 0.1022, 0.356, 0.281, 0.3994, 0.5797, 0.6207, 0.9145, 1.0259, 0.9892, 1.0108, 1.1366, 1.4768, 1.3653, 1.267, 1.5019, 1.4125, 1.3688, 1.2446, 1.0712, 1.1219, 1.1219, 1.065, 1.0642, 1.0279, 1.1889, 1.197, 1.118, 1.0747, 1.0422, 1.18, 1.2005, 1.1382, 1.2276, 1.2117, 1.1471, 1.3135, 1.2926, 1.3634, 1.3634, 1.4853, 0.6246, 0.6622, 0.6026, 0.791, 0.9122, 0.9292, 0.856, 0.8367, 0.8568, 0.8568, 0.8738, 0.8947, 0.983, 0.9454, 0.8533, 1.0135, 0.9528, 1.0066, 0.9346, 0.9497, 0.8421, 0.9354, 1.2454, 1.2183, 1.231, 1.2709, 1.3324, 1.536, 1.5611, 1.4207, 1.4516, 1.1486, 0.9787, 0.9756, 1.0101, 0.9342, 0.856, 0.8704, 0.8239, 0.781, 0.7454, 0.6324, 0.6788, 0.7012, 0.7248, 0.6637, 0.755, 0.7032, 0.7074, 0.6389, 0.6389, 0.6072, 0.7206, 0.8618, 0.8735, 0.9211, 0.8495, 0.8491, 1.0031, 1.1478, 1.0882, 0.9694, 0.9485, 1.1749, 1.2376, 1.233, 1.1672, 1.0608, 1.1235, 1.2601, 1.2879, 1.195, 1.1792, 1.2396, 1.0333, 1.1192, 1.2434, 1.2512, 1.2543, 1.0878, 1.118, 1.0906]}
{"unit_id": "quote:1913223900974252249", "ticker_idx": 4, "ts": "2025-04-18T13:31:38+00:00", "symbol": "DOCS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Leading Digital Platform for Medical Professionals connecting over 80% of U.S. physicians", "tweet_type": "analysis", "timeline": "years", "summary": "Long-term bullish on PLTR, MU, RKLB, HIMS, DOCS as top growth stocks with fundamental and AI-driven theses.", "resolved_tickers": ["DOCS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Health Information Services", "unit_kind": "quote", "lang": "en", "tweet_text": "🔝👍 Top Long Term Growth Stocks:\n\n1 - $PLTR: Most Powerful Software on Earth. Lethal Machine Learning. Super Integration Company.\n\n2 - $MU: Automotive, Mobile, Compute and AI Memory Solutions. HBM (AI) revenue expected to match DRAM. Forward PE ratio of ~11, Bargain of the Century.\n\n3 - $RKLB: End-to-End Space Company. Electron Versatility. Neutron Potential.\n\n4 - $HIMS: Online Healthcare Platform. Personalized Solutions. Solid Userbase / Web-Traffic Growth.\n\n5 - $DOCS: Leading Digital Platform for Medical Professionals connecting over 80% of U.S. physicians for secure networking, medical news, and career growth. Telehealth and AI tools streamline virtual care and clinical workflows. Revenue from subscriptions and advertising.\n\nUnlock exclusive focus charts for these stocks on our Patreon. We empower you with rare Blue/Pink smart candle insights 👇", "reply_text": null, "parent_text": null, "quoted_text": "Smart Candle Patreon Membership:\n\n-Money-Saving Hedge Alerts\n-Recession Candle Alerts\n-Bullish Candle Alerts\n-Long Term Stocks Focus Analysis\n-120+ Daily Smart Candle Charts\n-120+ Weekly Smart Candle Charts\n-120+ Monthly Smart Candle Charts\n-S&P500 & Nasdaq-100 Charts\n-Exclusive https://t.co/q28oM2hIuK", "parent_author": null, "ret_m1d": 0.03763651230730858, "ret_signed_m1d": 0.03763651230730858, "alpha_spy_m1d": 0.013253359926381991, "alpha_c_m1d": 0.013253359926381991, "bench_spy_m1d": 0.024383152380926587, "bench_c_m1d": 0.024383152380926587, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.021840927715353287, "ret_signed_p1d": 0.021840927715353287, "alpha_spy_p1d": -0.004176893815799998, "alpha_c_p1d": -0.004176893815799998, "bench_spy_p1d": 0.026017821531153285, "bench_c_p1d": 0.026017821531153285, "ret_p1w": 0.10549921950458918, "ret_signed_p1w": 0.10549921950458918, "alpha_spy_p1w": 0.033556252258495345, "alpha_c_p1w": 0.033556252258495345, "bench_spy_p1w": 0.07194296724609384, "bench_c_p1w": 0.07194296724609384, "ret_p1m": 0.03354136625677029, "ret_signed_p1m": 0.03354136625677029, "alpha_spy_p1m": -0.12013264961597314, "alpha_c_p1m": -0.12013264961597314, "bench_spy_p1m": 0.15367401587274343, "bench_c_p1m": 0.15367401587274343, "ret_p3m": 0.20124804876147318, "ret_signed_p3m": 0.20124804876147318, "alpha_spy_p3m": -0.024517984097520706, "alpha_c_p3m": -0.024517984097520706, "bench_spy_p3m": 0.22576603285899388, "bench_c_p3m": 0.22576603285899388, "ret_p6m": 0.3071372928027194, "ret_signed_p6m": 0.3071372928027194, "alpha_spy_p6m": 0.011058083856362533, "alpha_c_p6m": 0.011058083856362533, "bench_spy_p6m": 0.29607920894635686, "bench_c_p6m": 0.29607920894635686, "ret_p1y": -0.573712926467989, "ret_signed_p1y": -0.573712926467989, "alpha_spy_p1y": -0.9042950725975587, "alpha_c_p1y": -0.9042950725975587, "bench_spy_p1y": 0.3305821461295697, "bench_c_p1y": 0.3305821461295697, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": -0.573712926467989, "alpha_spy_stated": -0.9042950725975587, "alpha_c_stated": -0.9042950725975587, "price_path": [0.0926, 0.0856, 0.103, 0.0794, 0.1141, 0.1246, 0.15, 0.1525, 0.1525, 0.1457, 0.1338, 0.1361, 0.545, 0.6213, 0.4614, 0.4661, 0.5014, 0.5029, 0.5029, 0.5197, 0.4953, 0.4626, 0.4113, 0.414, 0.3984, 0.4216, 0.3543, 0.3748, 0.3348, 0.3227, 0.3555, 0.2863, 0.2477, 0.179, 0.2034, 0.2539, 0.1856, 0.236, 0.2174, 0.1956, 0.2225, 0.2241, 0.2284, 0.2937, 0.2884, 0.1989, 0.1808, 0.141, 0.1316, 0.1061, 0.1301, 0.0644, -0.0008, 0.0216, -0.0111, 0.0842, 0.0057, 0.0306, 0.0257, 0.038, 0.0293, 0.0376, 0.0376, 0.0, 0.0218, 0.0573, 0.0977, 0.1047, 0.1055, 0.1262, 0.1092, 0.1324, 0.157, 0.1582, 0.1135, 0.1381, 0.1574, 0.1543, 0.1903, 0.1784, 0.1603, 0.1398, 0.025, 0.0486, 0.0335, -0.0103, -0.0004, -0.0051, -0.0051, 0.016, 0.007, 0.0129, 0.0158, 0.0043, 0.0435, 0.0642, 0.1182, 0.1476, 0.1322, 0.1416, 0.1207, 0.1106, 0.0905, 0.0913, 0.141, 0.1123, 0.1123, 0.1186, 0.1307, 0.1435, 0.1734, 0.178, 0.1913, 0.1962, 0.1385, 0.1566, 0.203, 0.203, 0.1868, 0.1987, 0.2336, 0.1716, 0.1739, 0.2003, 0.21, 0.2172, 0.2012, 0.1722, 0.1749, 0.158, 0.1895, 0.1827, 0.1851, 0.1895, 0.1642, 0.1476, 0.1457, 0.118, 0.1369, 0.1297, 0.1336, 0.1418, 0.2984, 0.2057, 0.2055, 0.2484, 0.2391, 0.2701, 0.2857, 0.2404, 0.2551, 0.2506, 0.321, 0.2949, 0.3081, 0.3259, 0.3337, 0.3249, 0.3249, 0.3066, 0.3124, 0.3362, 0.3522, 0.3557, 0.3555, 0.3456, 0.3701, 0.3851, 0.4132, 0.4056, 0.4171, 0.4353, 0.42, 0.4138, 0.4411, 0.4483, 0.4505, 0.4509, 0.4649, 0.4265, 0.3775, 0.4039, 0.4286, 0.4187, 0.392, 0.4339, 0.4152, 0.2794, 0.3163, 0.3071]}
{"unit_id": "quote:1917980551925170290", "ticker_idx": 0, "ts": "2025-05-01T16:32:52+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Palantir is on 🔥", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Bullish PLTR on Army ranking TITAN as a top-performing program; 'on fire' endorsement.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "🪖 $PLTR \"Palantir's Intelligence-Gathering Truck Rated a Winner by Army\"\n\nPalantir is on 🔥 https://t.co/2oV5pj7OMf", "reply_text": null, "parent_text": null, "quoted_text": "🚨 $PLTR TITAN ranked by Army leaders as among their top-performing programs.\n\nJust starting. https://t.co/Vc6tYXuCPl", "parent_author": null, "ret_m1d": 0.01927715621336734, "ret_signed_m1d": 0.01927715621336734, "alpha_spy_m1d": 0.02631437488448929, "alpha_c_m1d": 0.02631437488448929, "bench_spy_m1d": -0.0070372186711219475, "bench_c_m1d": -0.0070372186711219475, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.06953530157710497, "ret_signed_p1d": 0.06953530157710497, "alpha_spy_p1d": 0.05469127753860348, "alpha_c_p1d": 0.05469127753860348, "bench_spy_p1d": 0.014844024038501491, "bench_c_p1d": 0.014844024038501491, "ret_p1w": 0.025387303400280725, "ret_signed_p1w": 0.025387303400280725, "alpha_spy_p1w": 0.0135872695978696, "alpha_c_p1w": 0.0135872695978696, "bench_spy_p1w": 0.011800033802411125, "bench_c_p1w": 0.011800033802411125, "ret_p1m": 0.1340791931173142, "ret_signed_p1m": 0.1340791931173142, "alpha_spy_p1m": 0.07871361450038705, "alpha_c_p1m": 0.07871361450038705, "bench_spy_p1m": 0.05536557861692715, "bench_c_p1m": 0.05536557861692715, "ret_p3m": 0.34457839583899896, "ret_signed_p3m": 0.34457839583899896, "alpha_spy_p3m": 0.20371499359861955, "alpha_c_p3m": 0.20371499359861955, "bench_spy_p3m": 0.1408634022403794, "bench_c_p3m": 0.1408634022403794, "ret_p6m": 0.5888985346966094, "ret_signed_p6m": 0.5888985346966094, "alpha_spy_p6m": 0.36925323835752133, "alpha_c_p6m": 0.36925323835752133, "bench_spy_p6m": 0.21964529633908803, "bench_c_p6m": 0.21964529633908803, "ret_p1y": 0.2555077729875568, "ret_signed_p1y": 0.2555077729875568, "alpha_spy_p1y": -0.028078385756323376, "alpha_c_p1y": -0.028078385756323376, "bench_spy_p1y": 0.28358615874388016, "bench_c_p1y": 0.28358615874388016, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.1340791931173142, "alpha_spy_stated": 0.07871361450038705, "alpha_c_stated": 0.07871361450038705, "price_path": [-0.2793, -0.1065, -0.1277, -0.0423, -0.046, 0.0039, -0.0308, 0.0102, 0.0147, 0.0255, 0.0255, 0.0725, -0.0356, -0.0855, -0.1278, -0.2196, -0.2441, -0.2314, -0.2705, -0.2692, -0.2821, -0.2737, -0.2244, -0.3076, -0.2693, -0.3427, -0.3283, -0.2801, -0.3148, -0.2578, -0.2483, -0.2781, -0.259, -0.2479, -0.2172, -0.1674, -0.1695, -0.2059, -0.2247, -0.2612, -0.2737, -0.2713, -0.2474, -0.2806, -0.3631, -0.3301, -0.3346, -0.2082, -0.2376, -0.238, -0.2029, -0.1532, -0.2022, -0.1929, -0.1929, -0.2186, -0.1911, -0.1324, -0.0725, -0.0294, -0.0133, -0.001, 0.0193, 0.0, 0.0695, 0.0651, -0.0632, -0.0492, 0.0254, 0.0095, 0.0194, 0.1024, 0.1203, 0.1026, 0.1146, 0.0872, 0.0808, 0.0377, 0.0524, 0.0612, 0.0612, 0.0619, 0.0651, 0.0527, 0.1341, 0.1363, 0.146, 0.1188, 0.0319, 0.0991, 0.1365, 0.1429, 0.1738, 0.1634, 0.1824, 0.217, 0.1893, 0.2045, 0.2045, 0.1816, 0.2041, 0.2326, 0.2298, 0.2414, 0.1251, 0.1731, 0.1246, 0.137, 0.1563, 0.1563, 0.1972, 0.2023, 0.2318, 0.2263, 0.2229, 0.2836, 0.2787, 0.2987, 0.3252, 0.3212, 0.3063, 0.2829, 0.3307, 0.3327, 0.3666, 0.3587, 0.3446, 0.365, 0.3627, 0.3276, 0.3826, 0.4911, 0.5451, 0.568, 0.609, 0.5721, 0.609, 0.5867, 0.5578, 0.5247, 0.4977, 0.3576, 0.3426, 0.3441, 0.3661, 0.3526, 0.3844, 0.3487, 0.3608, 0.3486, 0.3486, 0.3519, 0.333, 0.3437, 0.3176, 0.3434, 0.3972, 0.4349, 0.4145, 0.4753, 0.4734, 0.4652, 0.4486, 0.523, 0.5696, 0.5433, 0.571, 0.5453, 0.5415, 0.5281, 0.5392, 0.5699, 0.5917, 0.6097, 0.4894, 0.545, 0.5677, 0.5797, 0.5961, 0.5098, 0.525, 0.5468, 0.5458, 0.5329, 0.5331, 0.5627, 0.562, 0.5102, 0.5532, 0.5889]}
{"unit_id": "quote:1903811519512809672", "ticker_idx": 0, "ts": "2025-03-23T14:10:12+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Bullish 🔥", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish PLTR on Paraxel healthcare partnership driving 50-75% efficiency gains and AI-powered clinical data platforms.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "🏥 $PLTR Paraxel Partnership Makes Healthcare Great Again\n\n\"50-75% REDUCTION: Improvements in speed, accuracy and utility decision-making at critical trial milestone\"\n\n\"Next Generation Clinical Data Platforms: Foundry and AIP transform clinical data management from largely manual efforts compiling data and documentation to an Al- powered process\"\n\n\"10-12 weeks to submission readines. Earlier access to submission-ready trial data fuels early safety analyses and reduces time-to- market for new therapies.\"\n\nBullish 🔥", "reply_text": null, "parent_text": null, "quoted_text": "$PLTR valuation makes ZERO sense \n\nBut then why do institutions keep buying it?\nWhat do they know that you don't?\n\nI work in BIG DATA analytics and let me share the secrets of Palantir in the most basic way\n\nPalantir has monopoly on Automated Governance, serving as the ultimate https://t.co/XGLRmO7rq8", "parent_author": null, "ret_m1d": -0.059844970703125, "ret_signed_m1d": -0.059844970703125, "alpha_spy_m1d": -0.04225155443133621, "alpha_c_m1d": -0.04225155443133621, "bench_spy_m1d": -0.017593416271788787, "bench_c_m1d": -0.017593416271788787, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0025839793281653423, "ret_signed_p1d": -0.0025839793281653423, "alpha_spy_p1d": -0.004987800861019909, "alpha_c_p1d": -0.004987800861019909, "bench_spy_p1d": 0.0024038215328545665, "bench_c_p1d": 0.0024038215328545665, "ret_p1w": -0.12764856304001126, "ret_signed_p1w": -0.12764856304001126, "alpha_spy_p1w": -0.10205965856959964, "alpha_c_p1w": -0.10205965856959964, "bench_spy_p1w": -0.025588904470411622, "bench_c_p1w": -0.025588904470411622, "ret_p1m": -0.02852715386284721, "ret_signed_p1m": -0.02852715386284721, "alpha_spy_p1m": 0.053046879172017336, "alpha_c_p1m": 0.053046879172017336, "bench_spy_p1m": -0.08157403303486455, "bench_c_p1m": -0.08157403303486455, "ret_p3m": 0.4466150564740794, "ret_signed_p3m": 0.4466150564740794, "alpha_spy_p3m": 0.40592388662612633, "alpha_c_p3m": 0.40592388662612633, "bench_spy_p3m": 0.04069116984795307, "bench_c_p3m": 0.04069116984795307, "ret_p6m": 0.7597932248768573, "ret_signed_p6m": 0.7597932248768573, "alpha_spy_p6m": 0.6067291125113539, "alpha_c_p6m": 0.6067291125113539, "bench_spy_p6m": 0.15306411236550344, "bench_c_p6m": 0.15306411236550344, "ret_p1y": 0.5669251276849161, "ret_signed_p1y": 0.5669251276849161, "alpha_spy_p1y": 0.3785541857644399, "alpha_c_p1y": 0.3785541857644399, "bench_spy_p1y": 0.1883709419204762, "bench_c_p1y": 0.1883709419204762, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.02852715386284721, "alpha_spy_stated": 0.053046879172017336, "alpha_c_stated": 0.053046879172017336, "price_path": [-0.1485, -0.151, -0.1826, -0.2023, -0.2183, -0.2183, -0.2228, -0.1743, -0.2153, -0.2766, -0.2948, -0.2948, -0.3048, -0.3284, -0.3188, -0.2957, -0.2843, -0.2582, -0.2582, -0.2448, -0.2055, -0.1837, -0.1837, -0.2203, -0.1707, -0.1756, -0.1605, -0.1474, -0.1345, 0.0732, 0.0476, 0.1502, 0.1457, 0.2057, 0.164, 0.2133, 0.2187, 0.2316, 0.2316, 0.2881, 0.1582, 0.0984, 0.0475, -0.0627, -0.0921, -0.0769, -0.1238, -0.1223, -0.1378, -0.1276, -0.0684, -0.1684, -0.1224, -0.2105, -0.1933, -0.1354, -0.1771, -0.1086, -0.0972, -0.1329, -0.1101, -0.0967, -0.0598, 0.0, -0.0026, -0.0462, -0.0688, -0.1127, -0.1276, -0.1248, -0.0961, -0.1359, -0.235, -0.1955, -0.2008, -0.049, -0.0843, -0.0848, -0.0427, 0.0171, -0.0418, -0.0307, -0.0307, -0.0615, -0.0285, 0.0421, 0.114, 0.1657, 0.185, 0.1998, 0.2242, 0.201, 0.2845, 0.2793, 0.1252, 0.1419, 0.2315, 0.2124, 0.2244, 0.324, 0.3455, 0.3242, 0.3387, 0.3057, 0.2981, 0.2463, 0.264, 0.2745, 0.2745, 0.2753, 0.2792, 0.2643, 0.3621, 0.3648, 0.3764, 0.3438, 0.2394, 0.3201, 0.365, 0.3727, 0.4097, 0.3973, 0.4202, 0.4616, 0.4284, 0.4466, 0.4466, 0.4191, 0.4462, 0.4804, 0.477, 0.491, 0.3513, 0.409, 0.3507, 0.3656, 0.3887, 0.3887, 0.4379, 0.444, 0.4794, 0.4729, 0.4687, 0.5416, 0.5357, 0.5598, 0.5916, 0.5868, 0.5689, 0.5408, 0.5982, 0.6006, 0.6413, 0.6318, 0.6149, 0.6394, 0.6367, 0.5945, 0.6606, 0.7909, 0.8557, 0.8832, 0.9324, 0.8882, 0.9325, 0.9056, 0.871, 0.8312, 0.7988, 0.6305, 0.6125, 0.6143, 0.6407, 0.6245, 0.6627, 0.6198, 0.6343, 0.6197, 0.6197, 0.6237, 0.601, 0.6139, 0.5825, 0.6134, 0.6781, 0.7234, 0.6988, 0.7719, 0.7696, 0.7598]}
{"unit_id": "quote:1908482249210884279", "ticker_idx": 0, "ts": "2025-04-05T11:30:00+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Still ZERO direct cancellations for Palantir... Palantir = Efficient / Value", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish PLTR: zero DOGE contract cancellations vs competitors; author concludes Palantir is efficient and valuable.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "⁉️ $PLTR A total of 9667 contracts have been cancelled by the @DOGE, a staggering TCV of $17,146,027,211.71. Here's the breakdown by each 'Consulting' firm:\n\nDeloitte: $586,388,496.47\nAPTIVE HTG: $338,831,141.44\nIBM: $247,430,278.65\nBlack Canyon Consulting: $97,723,690.00\nErnst & Young: $94,721,874.13\nBooz Allen Hamilton: $75,555,931.87\nAccenture: $75,245,278.37\nRB Consulting: $58,721,937.44\nApplied Eng. Manag.: $53,482,522.18\nLMI Consulting: $51,960,147.89\nMcking Consulting: $45,227,455.28\nEvoke Consulting: $35,530,519.97\nSummit Consulting: $27,578,064.02\nEagle Hill Consulting: $27,452,685.24\nChevo Consulting: $24,156,120.55\nOcto Consulting (IBM): $22,733,950.10\nSprezzatura Consulting: $20,777,715.53\nPBG Consulting: $19,814,712.15\nAkima Data: $18,214,184.28\nIS Consulting: $14,170,040.10\nKaiva Tech & Strat: $13,274,646.29\nCenseo Consulting: $10,981,668.35\nBloomberg: $6,578,305.15\nPotomacwave Consulting: $6,047,990.62\nCambio Consulting: $3,639,038.56\nThundercat: $2,931,344.41\nTesla Laboratories: $904,600.00\nL3Harris: $0\n\nHighlights:\n\nDeloitte went from $128M to $586M almost 5x. $67M of that came from IRS, \"TRANSFORMATION\" contract. Red flag.\n\nIBM went from $40M to $270, a $230M contract from IRS for \"MODERNIZATION\" was cancelled. Epic Fail.\n\nAccenture went from 59M to 75M, a sizable increase. Booz Allen Hamilton went from $50M to $76M, also significant.\n\nLastly, as for Palantir: $0\n\nStill ZERO direct cancellations for Palantir. I even digged through the contracts of Thundercat, Booz Allen and some Deloitte--as they have partnerships with Palantir--and none of them mentioned Palantir but I can neither confirm nor dismiss. Chances are very low, IMO.\n\nConclusion? Palantir = Efficient / Value\n\nSource of raw data: @DOGE", "reply_text": null, "parent_text": null, "quoted_text": "$PLTR valuation makes ZERO sense \n\nBut then why do institutions keep buying it?\nWhat do they know that you don't?\n\nI work in BIG DATA analytics and let me share the secrets of Palantir in the most basic way\n\nPalantir has monopoly on Automated Governance, serving as the ultimate https://t.co/XGLRmO7rq8", "parent_author": null, "ret_m1d": -0.049203422171742894, "ret_signed_m1d": -0.049203422171742894, "alpha_spy_m1d": -0.050987727561184415, "alpha_c_m1d": -0.050987727561184415, "bench_spy_m1d": 0.0017843053894415206, "bench_c_m1d": 0.0017843053894415206, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.00668032717793543, "ret_signed_p1d": -0.00668032717793543, "alpha_spy_p1d": 0.008982488495359875, "alpha_c_p1d": 0.008982488495359875, "bench_spy_p1d": -0.015662815673295305, "bench_c_p1d": -0.015662815673295305, "ret_p1w": 0.18987676135715414, "ret_signed_p1w": 0.18987676135715414, "alpha_spy_p1w": 0.12100009452625682, "alpha_c_p1w": 0.12100009452625682, "bench_spy_p1w": 0.06887666683089733, "bench_c_p1w": 0.06887666683089733, "ret_p1m": 0.39850983725395106, "ret_signed_p1m": 0.39850983725395106, "alpha_spy_p1m": 0.2906149194104739, "alpha_c_p1m": 0.2906149194104739, "bench_spy_p1m": 0.10789491784347716, "bench_c_p1m": 0.10789491784347716, "ret_p3m": 0.7261049194698943, "ret_signed_p3m": 0.7261049194698943, "alpha_spy_p3m": 0.4826204626712711, "alpha_c_p3m": 0.4826204626712711, "bench_spy_p3m": 0.24348445679862318, "bench_c_p3m": 0.24348445679862318, "ret_p6m": 1.343525266587759, "ret_signed_p6m": 1.343525266587759, "alpha_spy_p6m": 1.0151582836677235, "alpha_c_p6m": 1.0151582836677235, "bench_spy_p6m": 0.3283669829200355, "bench_c_p6m": 0.3283669829200355, "ret_p1y": 0.9907504368475466, "ret_signed_p1y": 0.9907504368475466, "alpha_spy_p1y": 0.6735898317532107, "alpha_c_p1y": 0.6735898317532107, "bench_spy_p1y": 0.31716060509433586, "bench_c_p1y": 0.31716060509433586, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.39850983725395106, "alpha_spy_stated": 0.2906149194104739, "alpha_c_stated": 0.2906149194104739, "price_path": [-0.1235, -0.1235, -0.1359, -0.1652, -0.1533, -0.1246, -0.1105, -0.078, -0.078, -0.0613, -0.0125, 0.0146, 0.0146, -0.0308, 0.0307, 0.0247, 0.0434, 0.0597, 0.0758, 0.3339, 0.3022, 0.4296, 0.4241, 0.4986, 0.4468, 0.5081, 0.5148, 0.5308, 0.5308, 0.601, 0.4396, 0.3652, 0.302, 0.165, 0.1285, 0.1474, 0.089, 0.091, 0.0717, 0.0843, 0.1579, 0.0337, 0.0908, -0.0188, 0.0027, 0.0746, 0.0229, 0.1079, 0.1222, 0.0777, 0.1061, 0.1227, 0.1686, 0.2429, 0.2397, 0.1855, 0.1574, 0.1029, 0.0843, 0.0879, 0.1235, 0.074, -0.0492, 0.0, -0.0067, 0.182, 0.1381, 0.1376, 0.1899, 0.2641, 0.191, 0.2048, 0.2048, 0.1665, 0.2075, 0.2952, 0.3846, 0.4489, 0.4729, 0.4913, 0.5216, 0.4928, 0.5966, 0.5901, 0.3985, 0.4193, 0.5307, 0.5069, 0.5218, 0.6457, 0.6724, 0.6459, 0.6639, 0.6229, 0.6134, 0.5491, 0.571, 0.5841, 0.5841, 0.5852, 0.5899, 0.5714, 0.693, 0.6963, 0.7108, 0.6702, 0.5405, 0.6408, 0.6966, 0.7062, 0.7522, 0.7368, 0.7652, 0.8167, 0.7754, 0.798, 0.798, 0.7639, 0.7975, 0.8401, 0.8358, 0.8532, 0.6796, 0.7513, 0.6788, 0.6973, 0.7261, 0.7261, 0.7873, 0.7948, 0.8388, 0.8307, 0.8255, 0.9161, 0.9088, 0.9387, 0.9783, 0.9723, 0.95, 0.9151, 0.9865, 0.9895, 1.0401, 1.0283, 1.0072, 1.0376, 1.0343, 0.9819, 1.064, 1.226, 1.3065, 1.3407, 1.4019, 1.3469, 1.402, 1.3686, 1.3255, 1.2761, 1.2357, 1.0266, 1.0042, 1.0064, 1.0393, 1.0191, 1.0667, 1.0134, 1.0313, 1.0132, 1.0132, 1.0181, 0.99, 1.0059, 0.967, 1.0054, 1.0858, 1.1421, 1.1115, 1.2023, 1.1995, 1.1873, 1.1625, 1.2735, 1.3431, 1.3038, 1.3452, 1.3068, 1.3011, 1.2812, 1.2978, 1.3435]}
{"unit_id": "quote:1917617848840773705", "ticker_idx": 0, "ts": "2025-04-30T16:31:37+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Palantir $PLTR - Partnering with SpaceX and Anduril, likely contributing AI-driven data analytics and software for missile tracking and command-and-control systems.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Multiple defense names flagged as Golden Dome beneficiaries: PLTR, LMT, RTX, NOC, LHX, BA all positioned as contenders for the missile-defense program.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "Golden Dome Non-Traditional Commercial Contenders:\n\nPalantir $PLTR\n-Partnering with SpaceX and Anduril, likely contributing AI-driven data analytics and software for missile tracking and command-and-control systems.\n\n@anduriltech \n-Part of the SpaceX-led bid, bringing expertise in drone technology and autonomous systems to enhance sensing and tracking capabilities.\n\n@SpaceX \n-Proposing a constellation of 400 to over 1,000 satellites for sensing and tracking, with a separate fleet of 200 attack satellites (though not involved in weaponization).\n\n-Estimated costs for preliminary engineering and design range from $6 billion to $10 billion.\n\n-Pitching a subscription-based model where the government pays for access rather than owning the technology, raising concerns among some Pentagon officials.\n\nMajor Defense Contractors (Traditional)\n\nLockheed Martin $LMT\n-Actively positioning itself as a key player, leveraging its experience with missile defense systems like THAAD, PAC-3, and Aegis.\n\n-Created a dedicated Golden Dome website, emphasizing its \"proven, mission-tested capabilities\" and partnerships with commercial and emerging tech companies.\n\n-Involved in the Missile Defense Agency’s (MDA) National Team for Command, Control, Battle Management, and Communications (C2BMC).\n\n-Eyeing contributions from its F-35, Sentinel A4 radar, and TPY-6 radar systems\n\nRaytheon $RTX\n-A major contractor for existing missile defense systems, including Patriot (PAC-2 and PAC-3), Aegis Ashore, and Ground-based Midcourse Defense (GMD).\n\n-RTX’s CEO has expressed interest in adapting existing systems for Golden Dome, citing their role in Israel’s Iron Dome.\n\nNorthrop Grumman $NOC\n-Engaged in discussions with the U.S. government regarding Golden Dome, as confirmed by CEO Kathy Warden.\n\n-Involved in GMD and other missile defense programs, with expertise in sensors and interceptors.\n\nL3Harris Technologies $LHX\n-Expanding its space manufacturing capacity, particularly in Fort Wayne, Indiana, to support Golden Dome.\n\n-Holds over $2 billion in missile-tracking satellite contracts with the Space Force’s Space Development Agency (SDA) and MDA.\n\n-Focused on producing payloads and satellites for space-based sensing.\n\nBoeing $BA\n-A key contender for the Golden Dome project, leveraging its extensive experience in missile defense and space systems. Specifically, Boeing is pitching two existing product lines for the project\n\n-X-37B Spaceplane: A reusable orbital test vehicle used for experiments and operational concept testing since 2010. It could support the rigorous testing needed for space-based interceptor technology and sensor networks. Boeing has built two X-37Bs and has the capacity to produce more if required. Its recent seventh mission in March 2025 demonstrated an aerobraking maneuver, showcasing its potential for flexible orbital operations.\n\n-Foo Fighter Satellites: Through its subsidiary Millennium Space Systems, Boeing is developing missile-tracking satellites for the Space Development Agency’s “Foo Fighter” program. These satellites, equipped with L3Harris sensors, are designed to detect and track hypersonic missile threats. Boeing is under contract to build eight of these satellites, along with associated ground systems, which could be scaled for Golden Dome’s custody layer (missile detection and tracking)", "reply_text": null, "parent_text": null, "quoted_text": "The frontrunners of GOLDEN DOME project are $PLTR @anduriltech and @SpaceX but also $LMT and maybe... $BA", "parent_author": null, "ret_m1d": -0.01992570551929096, "ret_signed_m1d": -0.01992570551929096, "alpha_spy_m1d": -0.019529032837426463, "alpha_c_m1d": -0.019529032837426463, "bench_spy_m1d": -0.0003966726818644961, "bench_c_m1d": -0.0003966726818644961, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.01891257554028014, "ret_signed_p1d": -0.01891257554028014, "alpha_spy_p1d": -0.025999667628166856, "alpha_c_p1d": -0.025999667628166856, "bench_spy_p1d": 0.007087092087886715, "bench_c_p1d": 0.007087092087886715, "ret_p1w": -0.06720701553861053, "ret_signed_p1w": -0.06720701553861053, "alpha_spy_p1w": -0.07912706311254525, "alpha_c_p1w": -0.07912706311254525, "bench_spy_p1w": 0.011920047573934722, "bench_c_p1w": 0.011920047573934722, "ret_p1m": 0.03275917910705428, "ret_signed_p1m": 0.03275917910705428, "alpha_spy_p1m": -0.03127600221053295, "alpha_c_p1m": -0.03127600221053295, "bench_spy_p1m": 0.06403518131758723, "bench_c_p1m": 0.06403518131758723, "ret_p3m": 0.3329956233403297, "ret_signed_p3m": 0.3329956233403297, "alpha_spy_p3m": 0.18100826418480276, "alpha_c_p3m": 0.18100826418480276, "bench_spy_p3m": 0.15198735915552697, "bench_c_p3m": 0.15198735915552697, "ret_p6m": 0.5238094563264195, "ret_signed_p6m": 0.5238094563264195, "alpha_spy_p6m": 0.30547730757929803, "alpha_c_p6m": 0.30547730757929803, "bench_spy_p6m": 0.21833214874712148, "bench_c_p6m": 0.21833214874712148, "ret_p1y": 0.23598443407724012, "ret_signed_p1y": 0.23598443407724012, "alpha_spy_p1y": -0.05928882138889602, "alpha_c_p1y": -0.05928882138889602, "bench_spy_p1y": 0.29527325546613614, "bench_c_p1y": 0.29527325546613614, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.03275917910705428, "alpha_spy_stated": -0.03127600221053295, "alpha_c_stated": -0.03127600221053295, "price_path": [-0.3035, -0.293, -0.1234, -0.1442, -0.0605, -0.0641, -0.0151, -0.0491, -0.0089, -0.0045, 0.0061, 0.0061, 0.0522, -0.0539, -0.1028, -0.1443, -0.2344, -0.2584, -0.2459, -0.2843, -0.283, -0.2957, -0.2874, -0.239, -0.3207, -0.2831, -0.3551, -0.341, -0.2937, -0.3278, -0.2719, -0.2625, -0.2917, -0.273, -0.2622, -0.232, -0.1831, -0.1852, -0.2209, -0.2394, -0.2752, -0.2874, -0.285, -0.2617, -0.2942, -0.3751, -0.3428, -0.3472, -0.2232, -0.252, -0.2524, -0.218, -0.1692, -0.2172, -0.2082, -0.2082, -0.2334, -0.2064, -0.1488, -0.09, -0.0478, -0.032, -0.0199, 0.0, -0.0189, 0.0493, 0.045, -0.0809, -0.0672, 0.006, -0.0096, 0.0002, 0.0816, 0.0991, 0.0817, 0.0935, 0.0666, 0.0604, 0.0181, 0.0325, 0.0411, 0.0411, 0.0418, 0.0449, 0.0328, 0.1126, 0.1148, 0.1244, 0.0977, 0.0124, 0.0784, 0.115, 0.1213, 0.1516, 0.1414, 0.1601, 0.1939, 0.1668, 0.1817, 0.1817, 0.1592, 0.1814, 0.2093, 0.2065, 0.2179, 0.1039, 0.151, 0.1033, 0.1155, 0.1344, 0.1344, 0.1746, 0.1796, 0.2085, 0.2031, 0.1998, 0.2593, 0.2545, 0.2741, 0.3002, 0.2962, 0.2816, 0.2586, 0.3056, 0.3075, 0.3408, 0.333, 0.3191, 0.3392, 0.337, 0.3025, 0.3565, 0.4629, 0.5159, 0.5383, 0.5785, 0.5424, 0.5786, 0.5567, 0.5284, 0.4959, 0.4694, 0.3319, 0.3172, 0.3186, 0.3403, 0.327, 0.3582, 0.3232, 0.335, 0.3231, 0.3231, 0.3263, 0.3078, 0.3183, 0.2927, 0.318, 0.3708, 0.4078, 0.3877, 0.4474, 0.4455, 0.4375, 0.4212, 0.4942, 0.5399, 0.5141, 0.5413, 0.516, 0.5123, 0.4992, 0.5101, 0.5402, 0.5616, 0.5793, 0.4612, 0.5158, 0.5381, 0.5498, 0.5659, 0.4813, 0.4962, 0.5176, 0.5165, 0.5039, 0.5041, 0.5332, 0.5325, 0.4817, 0.5238]}
{"unit_id": "quote:1917617848840773705", "ticker_idx": 1, "ts": "2025-04-30T16:31:37+00:00", "symbol": "LMT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Lockheed Martin $LMT - Actively positioning itself as a key player, leveraging its experience with missile defense systems like THAAD, PAC-3, and Aegis.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Multiple defense names flagged as Golden Dome beneficiaries: PLTR, LMT, RTX, NOC, LHX, BA all positioned as contenders for the missile-defense program.", "resolved_tickers": ["LMT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "quote", "lang": "en", "tweet_text": "Golden Dome Non-Traditional Commercial Contenders:\n\nPalantir $PLTR\n-Partnering with SpaceX and Anduril, likely contributing AI-driven data analytics and software for missile tracking and command-and-control systems.\n\n@anduriltech \n-Part of the SpaceX-led bid, bringing expertise in drone technology and autonomous systems to enhance sensing and tracking capabilities.\n\n@SpaceX \n-Proposing a constellation of 400 to over 1,000 satellites for sensing and tracking, with a separate fleet of 200 attack satellites (though not involved in weaponization).\n\n-Estimated costs for preliminary engineering and design range from $6 billion to $10 billion.\n\n-Pitching a subscription-based model where the government pays for access rather than owning the technology, raising concerns among some Pentagon officials.\n\nMajor Defense Contractors (Traditional)\n\nLockheed Martin $LMT\n-Actively positioning itself as a key player, leveraging its experience with missile defense systems like THAAD, PAC-3, and Aegis.\n\n-Created a dedicated Golden Dome website, emphasizing its \"proven, mission-tested capabilities\" and partnerships with commercial and emerging tech companies.\n\n-Involved in the Missile Defense Agency’s (MDA) National Team for Command, Control, Battle Management, and Communications (C2BMC).\n\n-Eyeing contributions from its F-35, Sentinel A4 radar, and TPY-6 radar systems\n\nRaytheon $RTX\n-A major contractor for existing missile defense systems, including Patriot (PAC-2 and PAC-3), Aegis Ashore, and Ground-based Midcourse Defense (GMD).\n\n-RTX’s CEO has expressed interest in adapting existing systems for Golden Dome, citing their role in Israel’s Iron Dome.\n\nNorthrop Grumman $NOC\n-Engaged in discussions with the U.S. government regarding Golden Dome, as confirmed by CEO Kathy Warden.\n\n-Involved in GMD and other missile defense programs, with expertise in sensors and interceptors.\n\nL3Harris Technologies $LHX\n-Expanding its space manufacturing capacity, particularly in Fort Wayne, Indiana, to support Golden Dome.\n\n-Holds over $2 billion in missile-tracking satellite contracts with the Space Force’s Space Development Agency (SDA) and MDA.\n\n-Focused on producing payloads and satellites for space-based sensing.\n\nBoeing $BA\n-A key contender for the Golden Dome project, leveraging its extensive experience in missile defense and space systems. Specifically, Boeing is pitching two existing product lines for the project\n\n-X-37B Spaceplane: A reusable orbital test vehicle used for experiments and operational concept testing since 2010. It could support the rigorous testing needed for space-based interceptor technology and sensor networks. Boeing has built two X-37Bs and has the capacity to produce more if required. Its recent seventh mission in March 2025 demonstrated an aerobraking maneuver, showcasing its potential for flexible orbital operations.\n\n-Foo Fighter Satellites: Through its subsidiary Millennium Space Systems, Boeing is developing missile-tracking satellites for the Space Development Agency’s “Foo Fighter” program. These satellites, equipped with L3Harris sensors, are designed to detect and track hypersonic missile threats. Boeing is under contract to build eight of these satellites, along with associated ground systems, which could be scaled for Golden Dome’s custody layer (missile detection and tracking)", "reply_text": null, "parent_text": null, "quoted_text": "The frontrunners of GOLDEN DOME project are $PLTR @anduriltech and @SpaceX but also $LMT and maybe... $BA", "parent_author": null, "ret_m1d": -0.003914136818824909, "ret_signed_m1d": -0.003914136818824909, "alpha_spy_m1d": -0.003517464136960413, "alpha_c_m1d": 0.003249468437179215, "bench_spy_m1d": -0.0003966726818644961, "bench_c_m1d": -0.007163605256004124, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -6.281589177326019e-05, "ret_signed_p1d": -6.281589177326019e-05, "alpha_spy_p1d": -0.007149907979659975, "alpha_c_p1d": -0.007607426275929141, "bench_spy_p1d": 0.007087092087886715, "bench_c_p1d": 0.007544610384155881, "ret_p1w": -0.013458915797707971, "ret_signed_p1w": -0.013458915797707971, "alpha_spy_p1w": -0.025378963371642693, "alpha_c_p1w": -0.03578770656540431, "bench_spy_p1w": 0.011920047573934722, "bench_c_p1w": 0.022328790767696338, "ret_p1m": -0.008498177711640187, "ret_signed_p1m": -0.008498177711640187, "alpha_spy_p1m": -0.07253335902922742, "alpha_c_p1m": -0.09621335552643817, "bench_spy_p1m": 0.06403518131758723, "bench_c_p1m": 0.08771517781479798, "ret_p3m": -0.1119994800350157, "ret_signed_p3m": -0.1119994800350157, "alpha_spy_p3m": -0.26398683919054267, "alpha_c_p3m": -0.29307142880713366, "bench_spy_p3m": 0.15198735915552697, "bench_c_p3m": 0.18107194877211796, "ret_p6m": 0.03610024676539436, "ret_signed_p6m": 0.03610024676539436, "alpha_spy_p6m": -0.18223190198172712, "alpha_c_p6m": -0.15192348022558777, "bench_spy_p6m": 0.21833214874712148, "bench_c_p6m": 0.18802372699098213, "ret_p1y": 0.273403890133354, "ret_signed_p1y": 0.273403890133354, "alpha_spy_p1y": -0.021869365332782165, "alpha_c_p1y": -0.06669959912933088, "bench_spy_p1y": 0.29527325546613614, "bench_c_p1y": 0.34010348926268485, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.008498177711640187, "alpha_spy_stated": -0.07253335902922742, "alpha_c_stated": -0.09621335552643817, "price_path": [-0.0381, -0.0537, -0.0573, -0.0653, -0.0681, -0.0766, -0.0687, -0.0663, -0.0817, -0.0967, -0.1207, -0.1207, -0.1096, -0.1004, -0.0935, -0.0843, -0.0852, -0.0682, -0.0826, -0.0723, -0.0642, -0.054, -0.0606, -0.0363, -0.034, -0.0086, 0.003, -0.0186, -0.034, -0.0206, -0.0242, -0.0212, -0.0177, -0.0151, -0.023, -0.0796, -0.0895, -0.0747, -0.0682, -0.0742, -0.0759, -0.065, -0.0609, -0.0521, -0.0481, -0.0954, -0.0982, -0.072, -0.0325, -0.0294, -0.006, -0.005, -0.0171, -0.0014, -0.0286, -0.0286, -0.0406, -0.0328, -0.0297, -0.0229, -0.0002, -0.0031, -0.0039, 0.0, -0.0001, -0.0104, -0.013, -0.02, -0.0135, -0.0067, -0.0089, -0.0096, -0.0375, -0.0598, -0.0264, -0.0197, -0.0098, -0.004, -0.0156, -0.0153, -0.0186, -0.0186, -0.0019, -0.0163, -0.0085, 0.0097, 0.0091, 0.012, 0.0163, 0.0075, 0.0152, 0.0134, 0.0051, -0.0377, -0.011, 0.0252, -0.0156, 0.0102, -0.0124, -0.0124, -0.0083, -0.0043, -0.0301, -0.0339, -0.0349, -0.0335, -0.0239, -0.018, -0.0251, -0.0252, -0.0252, -0.0114, -0.0242, -0.0241, -0.0214, -0.0147, -0.0019, -0.0092, -0.0063, -0.0111, -0.0222, -0.0294, -0.1343, -0.1161, -0.1137, -0.1124, -0.112, -0.1145, -0.1176, -0.1128, -0.1127, -0.107, -0.0975, -0.0835, -0.0922, -0.103, -0.1016, -0.0905, -0.0673, -0.0783, -0.0778, -0.0713, -0.0704, -0.06, -0.0575, -0.0596, -0.0564, -0.0401, -0.0422, -0.0386, -0.0397, -0.0397, -0.0394, -0.0467, -0.0301, -0.0152, -0.0253, -0.0297, -0.0152, -0.0007, 0.0006, 0.0047, 0.007, 0.0044, 0.0055, 0.004, 0.0198, 0.0332, 0.0323, 0.0282, 0.0348, 0.0444, 0.0598, 0.0593, 0.0601, 0.071, 0.0917, 0.085, 0.0912, 0.0779, 0.0722, 0.0696, 0.0725, 0.0602, 0.0471, 0.0512, 0.074, 0.0392, 0.0342, 0.0361]}
{"unit_id": "quote:1917617848840773705", "ticker_idx": 2, "ts": "2025-04-30T16:31:37+00:00", "symbol": "RTX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "RTX's CEO has expressed interest in adapting existing systems for Golden Dome, citing their role in Israel's Iron Dome.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Multiple defense names flagged as Golden Dome beneficiaries: PLTR, LMT, RTX, NOC, LHX, BA all positioned as contenders for the missile-defense program.", "resolved_tickers": ["RTX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "quote", "lang": "en", "tweet_text": "Golden Dome Non-Traditional Commercial Contenders:\n\nPalantir $PLTR\n-Partnering with SpaceX and Anduril, likely contributing AI-driven data analytics and software for missile tracking and command-and-control systems.\n\n@anduriltech \n-Part of the SpaceX-led bid, bringing expertise in drone technology and autonomous systems to enhance sensing and tracking capabilities.\n\n@SpaceX \n-Proposing a constellation of 400 to over 1,000 satellites for sensing and tracking, with a separate fleet of 200 attack satellites (though not involved in weaponization).\n\n-Estimated costs for preliminary engineering and design range from $6 billion to $10 billion.\n\n-Pitching a subscription-based model where the government pays for access rather than owning the technology, raising concerns among some Pentagon officials.\n\nMajor Defense Contractors (Traditional)\n\nLockheed Martin $LMT\n-Actively positioning itself as a key player, leveraging its experience with missile defense systems like THAAD, PAC-3, and Aegis.\n\n-Created a dedicated Golden Dome website, emphasizing its \"proven, mission-tested capabilities\" and partnerships with commercial and emerging tech companies.\n\n-Involved in the Missile Defense Agency’s (MDA) National Team for Command, Control, Battle Management, and Communications (C2BMC).\n\n-Eyeing contributions from its F-35, Sentinel A4 radar, and TPY-6 radar systems\n\nRaytheon $RTX\n-A major contractor for existing missile defense systems, including Patriot (PAC-2 and PAC-3), Aegis Ashore, and Ground-based Midcourse Defense (GMD).\n\n-RTX’s CEO has expressed interest in adapting existing systems for Golden Dome, citing their role in Israel’s Iron Dome.\n\nNorthrop Grumman $NOC\n-Engaged in discussions with the U.S. government regarding Golden Dome, as confirmed by CEO Kathy Warden.\n\n-Involved in GMD and other missile defense programs, with expertise in sensors and interceptors.\n\nL3Harris Technologies $LHX\n-Expanding its space manufacturing capacity, particularly in Fort Wayne, Indiana, to support Golden Dome.\n\n-Holds over $2 billion in missile-tracking satellite contracts with the Space Force’s Space Development Agency (SDA) and MDA.\n\n-Focused on producing payloads and satellites for space-based sensing.\n\nBoeing $BA\n-A key contender for the Golden Dome project, leveraging its extensive experience in missile defense and space systems. Specifically, Boeing is pitching two existing product lines for the project\n\n-X-37B Spaceplane: A reusable orbital test vehicle used for experiments and operational concept testing since 2010. It could support the rigorous testing needed for space-based interceptor technology and sensor networks. Boeing has built two X-37Bs and has the capacity to produce more if required. Its recent seventh mission in March 2025 demonstrated an aerobraking maneuver, showcasing its potential for flexible orbital operations.\n\n-Foo Fighter Satellites: Through its subsidiary Millennium Space Systems, Boeing is developing missile-tracking satellites for the Space Development Agency’s “Foo Fighter” program. These satellites, equipped with L3Harris sensors, are designed to detect and track hypersonic missile threats. Boeing is under contract to build eight of these satellites, along with associated ground systems, which could be scaled for Golden Dome’s custody layer (missile detection and tracking)", "reply_text": null, "parent_text": null, "quoted_text": "The frontrunners of GOLDEN DOME project are $PLTR @anduriltech and @SpaceX but also $LMT and maybe... $BA", "parent_author": null, "ret_m1d": -0.003171295281166442, "ret_signed_m1d": -0.003171295281166442, "alpha_spy_m1d": -0.0027746225993019458, "alpha_c_m1d": 0.003992309974837682, "bench_spy_m1d": -0.0003966726818644961, "bench_c_m1d": -0.007163605256004124, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.010148342549797018, "ret_signed_p1d": 0.010148342549797018, "alpha_spy_p1d": 0.003061250461910303, "alpha_c_p1d": 0.002603732165641137, "bench_spy_p1d": 0.007087092087886715, "bench_c_p1d": 0.007544610384155881, "ret_p1w": 0.010861797516156457, "ret_signed_p1w": 0.010861797516156457, "alpha_spy_p1w": -0.001058250057778265, "alpha_c_p1w": -0.011466993251539881, "bench_spy_p1w": 0.011920047573934722, "bench_c_p1w": 0.022328790767696338, "ret_p1m": 0.07418696337235486, "ret_signed_p1m": 0.07418696337235486, "alpha_spy_p1m": 0.010151782054767633, "alpha_c_p1m": -0.01352821444244312, "bench_spy_p1m": 0.06403518131758723, "bench_c_p1m": 0.08771517781479798, "ret_p3m": 0.24368214657852305, "ret_signed_p3m": 0.24368214657852305, "alpha_spy_p3m": 0.09169478742299608, "alpha_c_p3m": 0.06261019780640509, "bench_spy_p3m": 0.15198735915552697, "bench_c_p3m": 0.18107194877211796, "ret_p6m": 0.4362092447111623, "ret_signed_p6m": 0.4362092447111623, "alpha_spy_p6m": 0.2178770959640408, "alpha_c_p6m": 0.24818551772018016, "bench_spy_p6m": 0.21833214874712148, "bench_c_p6m": 0.18802372699098213, "ret_p1y": 0.5835702148765027, "ret_signed_p1y": 0.5835702148765027, "alpha_spy_p1y": 0.2882969594103666, "alpha_c_p1y": 0.24346672561381788, "bench_spy_p1y": 0.29527325546613614, "bench_c_p1y": 0.34010348926268485, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.07418696337235486, "alpha_spy_stated": 0.010151782054767633, "alpha_c_stated": -0.01352821444244312, "price_path": [0.0172, 0.0249, 0.0126, 0.0189, 0.0159, 0.0093, 0.0117, 0.0185, 0.0001, -0.0073, -0.0344, -0.0344, -0.0237, -0.0107, -0.0131, -0.0225, -0.0055, 0.0096, 0.0094, 0.0348, 0.0544, 0.061, 0.0204, 0.0278, 0.017, 0.018, 0.0189, 0.0157, 0.0145, 0.0243, 0.0306, 0.0469, 0.052, 0.0729, 0.0661, 0.0495, 0.0679, 0.0756, 0.065, 0.0579, 0.0443, 0.0502, 0.0533, 0.0557, 0.0325, -0.0688, -0.0698, -0.045, 0.0182, 0.0075, 0.0169, 0.0239, 0.0199, 0.0247, 0.0219, 0.0219, -0.0001, -0.0982, -0.0464, -0.033, -0.0072, -0.0105, -0.0032, 0.0, 0.0101, 0.0323, 0.0195, 0.0161, 0.0109, 0.0201, 0.0201, 0.0351, 0.0364, 0.0369, 0.0744, 0.0741, 0.0878, 0.0876, 0.0699, 0.063, 0.0547, 0.0547, 0.0693, 0.0586, 0.0742, 0.0876, 0.0954, 0.0957, 0.1041, 0.1082, 0.1085, 0.1234, 0.1038, 0.13, 0.1234, 0.161, 0.1671, 0.1832, 0.1624, 0.1624, 0.1685, 0.1619, 0.1304, 0.1266, 0.1369, 0.1528, 0.1636, 0.149, 0.1516, 0.1614, 0.1614, 0.1628, 0.1548, 0.1649, 0.1666, 0.1704, 0.1896, 0.1848, 0.1967, 0.2073, 0.2073, 0.2077, 0.1887, 0.247, 0.2369, 0.2501, 0.2437, 0.252, 0.2622, 0.2556, 0.2496, 0.2541, 0.2458, 0.2411, 0.2412, 0.234, 0.2336, 0.2391, 0.2408, 0.2358, 0.2333, 0.2446, 0.2299, 0.2533, 0.2512, 0.2505, 0.2508, 0.2772, 0.2793, 0.2859, 0.2694, 0.2694, 0.2647, 0.2655, 0.27, 0.2608, 0.2344, 0.2146, 0.2406, 0.2618, 0.2474, 0.2676, 0.2692, 0.2671, 0.2661, 0.2665, 0.2761, 0.2849, 0.2917, 0.2847, 0.3074, 0.3097, 0.3393, 0.3382, 0.3337, 0.3333, 0.351, 0.3548, 0.3492, 0.2981, 0.2622, 0.2714, 0.2758, 0.2566, 0.257, 0.2642, 0.2863, 0.385, 0.4245, 0.4362]}
{"unit_id": "quote:1917617848840773705", "ticker_idx": 3, "ts": "2025-04-30T16:31:37+00:00", "symbol": "NOC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Northrop Grumman $NOC - Engaged in discussions with the U.S. government regarding Golden Dome", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Multiple defense names flagged as Golden Dome beneficiaries: PLTR, LMT, RTX, NOC, LHX, BA all positioned as contenders for the missile-defense program.", "resolved_tickers": ["NOC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "quote", "lang": "en", "tweet_text": "Golden Dome Non-Traditional Commercial Contenders:\n\nPalantir $PLTR\n-Partnering with SpaceX and Anduril, likely contributing AI-driven data analytics and software for missile tracking and command-and-control systems.\n\n@anduriltech \n-Part of the SpaceX-led bid, bringing expertise in drone technology and autonomous systems to enhance sensing and tracking capabilities.\n\n@SpaceX \n-Proposing a constellation of 400 to over 1,000 satellites for sensing and tracking, with a separate fleet of 200 attack satellites (though not involved in weaponization).\n\n-Estimated costs for preliminary engineering and design range from $6 billion to $10 billion.\n\n-Pitching a subscription-based model where the government pays for access rather than owning the technology, raising concerns among some Pentagon officials.\n\nMajor Defense Contractors (Traditional)\n\nLockheed Martin $LMT\n-Actively positioning itself as a key player, leveraging its experience with missile defense systems like THAAD, PAC-3, and Aegis.\n\n-Created a dedicated Golden Dome website, emphasizing its \"proven, mission-tested capabilities\" and partnerships with commercial and emerging tech companies.\n\n-Involved in the Missile Defense Agency’s (MDA) National Team for Command, Control, Battle Management, and Communications (C2BMC).\n\n-Eyeing contributions from its F-35, Sentinel A4 radar, and TPY-6 radar systems\n\nRaytheon $RTX\n-A major contractor for existing missile defense systems, including Patriot (PAC-2 and PAC-3), Aegis Ashore, and Ground-based Midcourse Defense (GMD).\n\n-RTX’s CEO has expressed interest in adapting existing systems for Golden Dome, citing their role in Israel’s Iron Dome.\n\nNorthrop Grumman $NOC\n-Engaged in discussions with the U.S. government regarding Golden Dome, as confirmed by CEO Kathy Warden.\n\n-Involved in GMD and other missile defense programs, with expertise in sensors and interceptors.\n\nL3Harris Technologies $LHX\n-Expanding its space manufacturing capacity, particularly in Fort Wayne, Indiana, to support Golden Dome.\n\n-Holds over $2 billion in missile-tracking satellite contracts with the Space Force’s Space Development Agency (SDA) and MDA.\n\n-Focused on producing payloads and satellites for space-based sensing.\n\nBoeing $BA\n-A key contender for the Golden Dome project, leveraging its extensive experience in missile defense and space systems. Specifically, Boeing is pitching two existing product lines for the project\n\n-X-37B Spaceplane: A reusable orbital test vehicle used for experiments and operational concept testing since 2010. It could support the rigorous testing needed for space-based interceptor technology and sensor networks. Boeing has built two X-37Bs and has the capacity to produce more if required. Its recent seventh mission in March 2025 demonstrated an aerobraking maneuver, showcasing its potential for flexible orbital operations.\n\n-Foo Fighter Satellites: Through its subsidiary Millennium Space Systems, Boeing is developing missile-tracking satellites for the Space Development Agency’s “Foo Fighter” program. These satellites, equipped with L3Harris sensors, are designed to detect and track hypersonic missile threats. Boeing is under contract to build eight of these satellites, along with associated ground systems, which could be scaled for Golden Dome’s custody layer (missile detection and tracking)", "reply_text": null, "parent_text": null, "quoted_text": "The frontrunners of GOLDEN DOME project are $PLTR @anduriltech and @SpaceX but also $LMT and maybe... $BA", "parent_author": null, "ret_m1d": -0.009044119369879478, "ret_signed_m1d": -0.009044119369879478, "alpha_spy_m1d": -0.008647446688014981, "alpha_c_m1d": -0.0018805141138753534, "bench_spy_m1d": -0.0003966726818644961, "bench_c_m1d": -0.007163605256004124, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.00034959891190933234, "ret_signed_p1d": 0.00034959891190933234, "alpha_spy_p1d": -0.006737493175977383, "alpha_c_p1d": -0.007195011472246549, "bench_spy_p1d": 0.007087092087886715, "bench_c_p1d": 0.007544610384155881, "ret_p1w": -0.0009454726844881911, "ret_signed_p1w": -0.0009454726844881911, "alpha_spy_p1w": -0.012865520258422913, "alpha_c_p1w": -0.02327426345218453, "bench_spy_p1w": 0.011920047573934722, "bench_c_p1w": 0.022328790767696338, "ret_p1m": -0.014614527668887822, "ret_signed_p1m": -0.014614527668887822, "alpha_spy_p1m": -0.07864970898647505, "alpha_c_p1m": -0.1023297054836858, "bench_spy_p1m": 0.06403518131758723, "bench_c_p1m": 0.08771517781479798, "ret_p3m": 0.17439384183533213, "ret_signed_p3m": 0.17439384183533213, "alpha_spy_p3m": 0.022406482679805162, "alpha_c_p3m": -0.0066781069367858326, "bench_spy_p3m": 0.15198735915552697, "bench_c_p3m": 0.18107194877211796, "ret_p6m": 0.2559764385313441, "ret_signed_p6m": 0.2559764385313441, "alpha_spy_p6m": 0.03764428978422263, "alpha_c_p6m": 0.06795271154036198, "bench_spy_p6m": 0.21833214874712148, "bench_c_p6m": 0.18802372699098213, "ret_p1y": 0.3894151615433772, "ret_signed_p1y": 0.3894151615433772, "alpha_spy_p1y": 0.09414190607724104, "alpha_c_p1y": 0.04931167228069233, "bench_spy_p1y": 0.29527325546613614, "bench_c_p1y": 0.34010348926268485, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.014614527668887822, "alpha_spy_stated": -0.07864970898647505, "alpha_c_stated": -0.1023297054836858, "price_path": [-0.0029, -0.0019, -0.0129, -0.0334, -0.0453, -0.0411, -0.0293, -0.0304, -0.0365, -0.0688, -0.1019, -0.1019, -0.0968, -0.113, -0.1035, -0.0833, -0.0793, -0.0566, -0.0692, -0.0588, -0.0551, -0.0269, -0.0466, -0.0253, -0.0232, 0.0, 0.0184, 0.0156, -0.0234, 0.0084, -0.0032, 0.0082, 0.0068, 0.0103, 0.0056, 0.0087, 0.0176, 0.0414, 0.0424, 0.0562, 0.0528, 0.0524, 0.0547, 0.0528, 0.0589, -0.002, -0.0101, 0.0112, 0.053, 0.0608, 0.0976, 0.1014, 0.0881, 0.1049, 0.1108, 0.1108, 0.0921, -0.0461, -0.0285, -0.0482, -0.0273, -0.0066, -0.009, 0.0, 0.0003, 0.0101, 0.014, 0.002, -0.0009, -0.0044, -0.008, -0.0151, -0.0325, -0.0621, -0.0359, -0.0274, -0.0316, -0.0203, -0.0259, -0.028, -0.0309, -0.0309, -0.0227, -0.023, -0.0146, -0.0036, -0.0017, 0.0083, 0.0147, 0.0081, 0.0108, 0.0148, 0.0095, 0.0088, 0.0267, 0.0672, 0.0275, 0.0409, 0.0216, 0.0216, 0.0279, 0.032, -0.0004, 0.0057, 0.0196, 0.0203, 0.0326, 0.04, 0.0304, 0.0413, 0.0413, 0.049, 0.0427, 0.0491, 0.0613, 0.0628, 0.0763, 0.0674, 0.0734, 0.0819, 0.072, 0.0642, 0.1644, 0.1741, 0.1741, 0.1767, 0.1744, 0.1839, 0.183, 0.1909, 0.2112, 0.218, 0.2184, 0.2171, 0.2131, 0.2002, 0.1984, 0.1995, 0.2022, 0.2056, 0.2061, 0.2079, 0.2108, 0.2238, 0.2334, 0.2236, 0.2118, 0.2248, 0.2115, 0.2142, 0.2186, 0.2186, 0.2219, 0.2047, 0.2021, 0.2043, 0.2065, 0.1853, 0.2023, 0.2087, 0.1942, 0.1913, 0.2013, 0.1966, 0.1896, 0.1882, 0.1946, 0.1966, 0.2156, 0.2146, 0.2327, 0.2316, 0.2634, 0.2553, 0.2545, 0.2639, 0.2825, 0.2889, 0.3228, 0.3167, 0.2928, 0.2832, 0.2999, 0.2626, 0.242, 0.2327, 0.2482, 0.2427, 0.2368, 0.256]}
{"unit_id": "quote:1917617848840773705", "ticker_idx": 4, "ts": "2025-04-30T16:31:37+00:00", "symbol": "LHX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "L3Harris Technologies $LHX - Expanding its space manufacturing capacity, particularly in Fort Wayne, Indiana, to support Golden Dome.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Multiple defense names flagged as Golden Dome beneficiaries: PLTR, LMT, RTX, NOC, LHX, BA all positioned as contenders for the missile-defense program.", "resolved_tickers": ["LHX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "quote", "lang": "en", "tweet_text": "Golden Dome Non-Traditional Commercial Contenders:\n\nPalantir $PLTR\n-Partnering with SpaceX and Anduril, likely contributing AI-driven data analytics and software for missile tracking and command-and-control systems.\n\n@anduriltech \n-Part of the SpaceX-led bid, bringing expertise in drone technology and autonomous systems to enhance sensing and tracking capabilities.\n\n@SpaceX \n-Proposing a constellation of 400 to over 1,000 satellites for sensing and tracking, with a separate fleet of 200 attack satellites (though not involved in weaponization).\n\n-Estimated costs for preliminary engineering and design range from $6 billion to $10 billion.\n\n-Pitching a subscription-based model where the government pays for access rather than owning the technology, raising concerns among some Pentagon officials.\n\nMajor Defense Contractors (Traditional)\n\nLockheed Martin $LMT\n-Actively positioning itself as a key player, leveraging its experience with missile defense systems like THAAD, PAC-3, and Aegis.\n\n-Created a dedicated Golden Dome website, emphasizing its \"proven, mission-tested capabilities\" and partnerships with commercial and emerging tech companies.\n\n-Involved in the Missile Defense Agency’s (MDA) National Team for Command, Control, Battle Management, and Communications (C2BMC).\n\n-Eyeing contributions from its F-35, Sentinel A4 radar, and TPY-6 radar systems\n\nRaytheon $RTX\n-A major contractor for existing missile defense systems, including Patriot (PAC-2 and PAC-3), Aegis Ashore, and Ground-based Midcourse Defense (GMD).\n\n-RTX’s CEO has expressed interest in adapting existing systems for Golden Dome, citing their role in Israel’s Iron Dome.\n\nNorthrop Grumman $NOC\n-Engaged in discussions with the U.S. government regarding Golden Dome, as confirmed by CEO Kathy Warden.\n\n-Involved in GMD and other missile defense programs, with expertise in sensors and interceptors.\n\nL3Harris Technologies $LHX\n-Expanding its space manufacturing capacity, particularly in Fort Wayne, Indiana, to support Golden Dome.\n\n-Holds over $2 billion in missile-tracking satellite contracts with the Space Force’s Space Development Agency (SDA) and MDA.\n\n-Focused on producing payloads and satellites for space-based sensing.\n\nBoeing $BA\n-A key contender for the Golden Dome project, leveraging its extensive experience in missile defense and space systems. Specifically, Boeing is pitching two existing product lines for the project\n\n-X-37B Spaceplane: A reusable orbital test vehicle used for experiments and operational concept testing since 2010. It could support the rigorous testing needed for space-based interceptor technology and sensor networks. Boeing has built two X-37Bs and has the capacity to produce more if required. Its recent seventh mission in March 2025 demonstrated an aerobraking maneuver, showcasing its potential for flexible orbital operations.\n\n-Foo Fighter Satellites: Through its subsidiary Millennium Space Systems, Boeing is developing missile-tracking satellites for the Space Development Agency’s “Foo Fighter” program. These satellites, equipped with L3Harris sensors, are designed to detect and track hypersonic missile threats. Boeing is under contract to build eight of these satellites, along with associated ground systems, which could be scaled for Golden Dome’s custody layer (missile detection and tracking)", "reply_text": null, "parent_text": null, "quoted_text": "The frontrunners of GOLDEN DOME project are $PLTR @anduriltech and @SpaceX but also $LMT and maybe... $BA", "parent_author": null, "ret_m1d": 0.0054993979112953895, "ret_signed_m1d": 0.0054993979112953895, "alpha_spy_m1d": 0.005896070593159886, "alpha_c_m1d": 0.012663003167299514, "bench_spy_m1d": -0.0003966726818644961, "bench_c_m1d": -0.007163605256004124, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0004999581420510602, "ret_signed_p1d": -0.0004999581420510602, "alpha_spy_p1d": -0.007587050229937775, "alpha_c_p1d": -0.008044568526206941, "bench_spy_p1d": 0.007087092087886715, "bench_c_p1d": 0.007544610384155881, "ret_p1w": -0.009181055956357764, "ret_signed_p1w": -0.009181055956357764, "alpha_spy_p1w": -0.021101103530292487, "alpha_c_p1w": -0.0315098467240541, "bench_spy_p1w": 0.011920047573934722, "bench_c_p1w": 0.022328790767696338, "ret_p1m": 0.10635396583173162, "ret_signed_p1m": 0.10635396583173162, "alpha_spy_p1m": 0.04231878451414439, "alpha_c_p1m": 0.01863878801693364, "bench_spy_p1m": 0.06403518131758723, "bench_c_p1m": 0.08771517781479798, "ret_p3m": 0.2308264033992904, "ret_signed_p3m": 0.2308264033992904, "alpha_spy_p3m": 0.07883904424376342, "alpha_c_p3m": 0.04975445462717243, "bench_spy_p3m": 0.15198735915552697, "bench_c_p3m": 0.18107194877211796, "ret_p6m": 0.3454950860467696, "ret_signed_p6m": 0.3454950860467696, "alpha_spy_p6m": 0.12716293729964812, "alpha_c_p6m": 0.15747135905578746, "bench_spy_p6m": 0.21833214874712148, "bench_c_p6m": 0.18802372699098213, "ret_p1y": 0.6196327804259483, "ret_signed_p1y": 0.6196327804259483, "alpha_spy_p1y": 0.32435952495981213, "alpha_c_p1y": 0.2795292911632634, "bench_spy_p1y": 0.29527325546613614, "bench_c_p1y": 0.34010348926268485, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.10635396583173162, "alpha_spy_stated": 0.04231878451414439, "alpha_c_stated": 0.01863878801693364, "price_path": [-0.0417, -0.0382, -0.0475, -0.0554, -0.0658, -0.0682, -0.0578, -0.0654, -0.0932, -0.0959, -0.1068, -0.1068, -0.1154, -0.1201, -0.1085, -0.1004, -0.0966, -0.078, -0.0854, -0.0738, -0.0683, -0.0611, -0.0639, -0.0483, -0.0336, -0.0051, -0.0099, -0.035, -0.0503, -0.0402, -0.0407, -0.032, -0.0345, -0.0317, -0.046, -0.0547, -0.0423, -0.0339, -0.0368, -0.0333, -0.0558, -0.0487, -0.0467, -0.0369, -0.0458, -0.0816, -0.09, -0.0876, -0.0258, -0.0296, 0.0091, 0.0121, 0.0042, -0.0052, -0.0082, -0.0082, -0.0268, -0.0225, -0.0169, -0.017, -0.0179, -0.0057, 0.0055, 0.0, -0.0005, -0.0012, -0.0064, -0.0174, -0.0092, -0.0074, -0.0029, -0.0048, -0.0075, -0.0017, 0.0311, 0.0463, 0.0498, 0.0491, 0.0571, 0.0871, 0.0794, 0.0794, 0.1267, 0.1107, 0.1064, 0.1105, 0.1052, 0.1108, 0.1068, 0.1056, 0.1157, 0.1209, 0.1181, 0.1267, 0.1437, 0.1738, 0.1317, 0.1458, 0.1366, 0.1366, 0.1404, 0.147, 0.1266, 0.1322, 0.1273, 0.1281, 0.1457, 0.1519, 0.1582, 0.1681, 0.1681, 0.1713, 0.1743, 0.1832, 0.188, 0.1855, 0.1981, 0.1929, 0.2043, 0.2127, 0.2094, 0.2017, 0.2078, 0.2314, 0.248, 0.23, 0.2308, 0.2438, 0.2521, 0.2553, 0.271, 0.2701, 0.2708, 0.2647, 0.2506, 0.232, 0.2347, 0.2342, 0.2343, 0.238, 0.2358, 0.242, 0.2434, 0.2613, 0.2612, 0.2596, 0.2614, 0.2682, 0.2641, 0.2654, 0.2681, 0.2681, 0.2566, 0.2475, 0.2469, 0.2497, 0.2565, 0.2419, 0.2646, 0.2875, 0.2809, 0.2932, 0.3042, 0.2931, 0.2971, 0.3026, 0.3044, 0.313, 0.3029, 0.327, 0.3468, 0.3623, 0.4011, 0.3785, 0.3584, 0.3644, 0.3901, 0.3829, 0.4073, 0.3681, 0.3412, 0.3461, 0.3763, 0.3292, 0.3043, 0.3023, 0.333, 0.341, 0.3257, 0.3455]}
{"unit_id": "quote:1917617848840773705", "ticker_idx": 5, "ts": "2025-04-30T16:31:37+00:00", "symbol": "BA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Boeing $BA - A key contender for the Golden Dome project, leveraging its extensive experience in missile defense and space systems.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Multiple defense names flagged as Golden Dome beneficiaries: PLTR, LMT, RTX, NOC, LHX, BA all positioned as contenders for the missile-defense program.", "resolved_tickers": ["BA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "quote", "lang": "en", "tweet_text": "Golden Dome Non-Traditional Commercial Contenders:\n\nPalantir $PLTR\n-Partnering with SpaceX and Anduril, likely contributing AI-driven data analytics and software for missile tracking and command-and-control systems.\n\n@anduriltech \n-Part of the SpaceX-led bid, bringing expertise in drone technology and autonomous systems to enhance sensing and tracking capabilities.\n\n@SpaceX \n-Proposing a constellation of 400 to over 1,000 satellites for sensing and tracking, with a separate fleet of 200 attack satellites (though not involved in weaponization).\n\n-Estimated costs for preliminary engineering and design range from $6 billion to $10 billion.\n\n-Pitching a subscription-based model where the government pays for access rather than owning the technology, raising concerns among some Pentagon officials.\n\nMajor Defense Contractors (Traditional)\n\nLockheed Martin $LMT\n-Actively positioning itself as a key player, leveraging its experience with missile defense systems like THAAD, PAC-3, and Aegis.\n\n-Created a dedicated Golden Dome website, emphasizing its \"proven, mission-tested capabilities\" and partnerships with commercial and emerging tech companies.\n\n-Involved in the Missile Defense Agency’s (MDA) National Team for Command, Control, Battle Management, and Communications (C2BMC).\n\n-Eyeing contributions from its F-35, Sentinel A4 radar, and TPY-6 radar systems\n\nRaytheon $RTX\n-A major contractor for existing missile defense systems, including Patriot (PAC-2 and PAC-3), Aegis Ashore, and Ground-based Midcourse Defense (GMD).\n\n-RTX’s CEO has expressed interest in adapting existing systems for Golden Dome, citing their role in Israel’s Iron Dome.\n\nNorthrop Grumman $NOC\n-Engaged in discussions with the U.S. government regarding Golden Dome, as confirmed by CEO Kathy Warden.\n\n-Involved in GMD and other missile defense programs, with expertise in sensors and interceptors.\n\nL3Harris Technologies $LHX\n-Expanding its space manufacturing capacity, particularly in Fort Wayne, Indiana, to support Golden Dome.\n\n-Holds over $2 billion in missile-tracking satellite contracts with the Space Force’s Space Development Agency (SDA) and MDA.\n\n-Focused on producing payloads and satellites for space-based sensing.\n\nBoeing $BA\n-A key contender for the Golden Dome project, leveraging its extensive experience in missile defense and space systems. Specifically, Boeing is pitching two existing product lines for the project\n\n-X-37B Spaceplane: A reusable orbital test vehicle used for experiments and operational concept testing since 2010. It could support the rigorous testing needed for space-based interceptor technology and sensor networks. Boeing has built two X-37Bs and has the capacity to produce more if required. Its recent seventh mission in March 2025 demonstrated an aerobraking maneuver, showcasing its potential for flexible orbital operations.\n\n-Foo Fighter Satellites: Through its subsidiary Millennium Space Systems, Boeing is developing missile-tracking satellites for the Space Development Agency’s “Foo Fighter” program. These satellites, equipped with L3Harris sensors, are designed to detect and track hypersonic missile threats. Boeing is under contract to build eight of these satellites, along with associated ground systems, which could be scaled for Golden Dome’s custody layer (missile detection and tracking)", "reply_text": null, "parent_text": null, "quoted_text": "The frontrunners of GOLDEN DOME project are $PLTR @anduriltech and @SpaceX but also $LMT and maybe... $BA", "parent_author": null, "ret_m1d": -0.00676711119838036, "ret_signed_m1d": -0.00676711119838036, "alpha_spy_m1d": -0.006370438516515864, "alpha_c_m1d": 0.0003964940576237641, "bench_spy_m1d": -0.0003966726818644961, "bench_c_m1d": -0.007163605256004124, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.001910096556555052, "ret_signed_p1d": -0.001910096556555052, "alpha_spy_p1d": -0.008997188644441767, "alpha_c_p1d": -0.009454706940710933, "bench_spy_p1d": 0.007087092087886715, "bench_c_p1d": 0.007544610384155881, "ret_p1w": 0.01266094736892076, "ret_signed_p1w": 0.01266094736892076, "alpha_spy_p1w": 0.0007408997949860385, "alpha_c_p1w": -0.009667843398775577, "bench_spy_p1w": 0.011920047573934722, "bench_c_p1w": 0.022328790767696338, "ret_p1m": 0.1361055797586057, "ret_signed_p1m": 0.1361055797586057, "alpha_spy_p1m": 0.07207039844101848, "alpha_c_p1m": 0.048390401943807726, "bench_spy_p1m": 0.06403518131758723, "bench_c_p1m": 0.08771517781479798, "ret_p3m": 0.2901658839501009, "ret_signed_p3m": 0.2901658839501009, "alpha_spy_p3m": 0.13817852479457393, "alpha_c_p3m": 0.10909393517798294, "bench_spy_p3m": 0.15198735915552697, "bench_c_p3m": 0.18107194877211796, "ret_p6m": 0.1884413760322936, "ret_signed_p6m": 0.1884413760322936, "alpha_spy_p6m": -0.029890772714827873, "alpha_c_p6m": 0.0004176490413114742, "bench_spy_p6m": 0.21833214874712148, "bench_c_p6m": 0.18802372699098213, "ret_p1y": 0.21905696456195467, "ret_signed_p1y": 0.21905696456195467, "alpha_spy_p1y": -0.07621629090418147, "alpha_c_p1y": -0.12104652470073018, "bench_spy_p1y": 0.29527325546613614, "bench_c_p1y": 0.34010348926268485, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.1361055797586057, "alpha_spy_stated": 0.07207039844101848, "alpha_c_stated": 0.048390401943807726, "price_path": [-0.0367, -0.0402, -0.0383, -0.0076, 0.0085, -0.0096, -0.0147, -0.0153, 0.0164, 0.012, 0.0064, 0.0064, 0.0094, 0.0159, -0.0129, -0.0332, -0.0182, -0.0271, -0.0557, -0.0514, -0.047, -0.0719, -0.1328, -0.1096, -0.1354, -0.1586, -0.1915, -0.1592, -0.1334, -0.1305, -0.117, -0.1167, -0.1183, -0.058, -0.0568, -0.028, -0.0128, -0.0035, -0.0256, -0.0225, -0.0542, -0.0693, -0.0822, -0.0801, -0.1764, -0.2546, -0.2422, -0.2393, -0.1224, -0.1513, -0.1441, -0.1308, -0.1513, -0.1461, -0.1165, -0.1165, -0.1304, -0.1131, -0.0593, -0.0381, -0.0289, -0.0051, -0.0068, 0.0, -0.0019, 0.0121, 0.0176, 0.0148, 0.0127, 0.0462, 0.0634, 0.0834, 0.1101, 0.1172, 0.1255, 0.1232, 0.1201, 0.1333, 0.109, 0.1101, 0.1043, 0.1043, 0.0971, 0.0997, 0.1361, 0.1314, 0.1541, 0.1648, 0.1568, 0.1407, 0.1504, 0.187, 0.1773, 0.1679, 0.1119, 0.0932, 0.1007, 0.0929, 0.0788, 0.0788, 0.0846, 0.0986, 0.0966, 0.0855, 0.1055, 0.1709, 0.1435, 0.1449, 0.1571, 0.1783, 0.1783, 0.1931, 0.1925, 0.2366, 0.2338, 0.2379, 0.258, 0.2552, 0.2546, 0.2606, 0.2516, 0.2515, 0.2469, 0.2764, 0.2621, 0.2719, 0.2902, 0.2338, 0.2325, 0.2107, 0.211, 0.2134, 0.2271, 0.2281, 0.2406, 0.2504, 0.2331, 0.2694, 0.2736, 0.2726, 0.2839, 0.2683, 0.2279, 0.2313, 0.225, 0.2558, 0.2381, 0.2815, 0.2859, 0.2888, 0.2807, 0.2807, 0.2955, 0.2682, 0.2593, 0.2531, 0.2604, 0.2526, 0.2417, 0.2006, 0.1785, 0.1774, 0.1734, 0.1713, 0.1769, 0.1769, 0.1574, 0.1806, 0.1739, 0.1653, 0.2075, 0.1847, 0.1779, 0.1744, 0.1866, 0.1804, 0.1991, 0.2105, 0.2296, 0.1788, 0.15, 0.1764, 0.1695, 0.1679, 0.1564, 0.1621, 0.1833, 0.1857, 0.182, 0.1884]}
{"unit_id": "reply:1924150299637461114", "ticker_idx": 0, "ts": "2025-05-18T17:09:15+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "More AI infra -> smarter LLMs -> Palantir AIP wins", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish Palantir: more AI infrastructure and smarter LLMs drive AIP platform wins.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "reply_other", "lang": "ca", "tweet_text": "@delfino7273 More AI infra -> smarter LLMs -> Palantir AIP wins.", "reply_text": null, "parent_text": "@TradexWhisperer Palantir? does this have anything to do with all this??", "quoted_text": null, "parent_author": "delfino7273", "ret_m1d": 0.02525134485213054, "ret_signed_m1d": 0.02525134485213054, "alpha_spy_m1d": 0.026344073296834192, "alpha_c_m1d": 0.026344073296834192, "bench_spy_m1d": -0.00109272844470365, "bench_c_m1d": -0.00109272844470365, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.005857717742723478, "ret_signed_p1d": -0.005857717742723478, "alpha_spy_p1d": -0.0024954603667804998, "alpha_c_p1d": -0.0024954603667804998, "bench_spy_p1d": -0.0033622573759429786, "bench_c_p1d": -0.0033622573759429786, "ret_p1w": -0.023905677421739324, "ret_signed_p1w": -0.023905677421739324, "alpha_spy_p1w": 0.0025547491502283526, "alpha_c_p1w": 0.0025547491502283526, "bench_spy_p1w": -0.026460426571967677, "bench_c_p1w": -0.026460426571967677, "ret_p1m": 0.0939602227906371, "ret_signed_p1m": 0.0939602227906371, "alpha_spy_p1m": 0.08945487698453647, "alpha_c_p1m": 0.08945487698453647, "bench_spy_p1m": 0.004505345806100625, "bench_c_p1m": 0.004505345806100625, "ret_p3m": 0.4329138102486929, "ret_signed_p3m": 0.4329138102486929, "alpha_spy_p3m": 0.3454856499645127, "alpha_c_p3m": 0.3454856499645127, "bench_spy_p3m": 0.08742816028418021, "bench_c_p3m": 0.08742816028418021, "ret_p6m": 0.5115966432838681, "ret_signed_p6m": 0.5115966432838681, "alpha_spy_p6m": 0.35682095071701236, "alpha_c_p6m": 0.35682095071701236, "bench_spy_p6m": 0.15477569256685575, "bench_c_p6m": 0.15477569256685575, "ret_p1y": 0.059051621522610453, "ret_signed_p1y": 0.059051621522610453, "alpha_spy_p1y": -0.18872897542010136, "alpha_c_p1y": -0.18872897542010136, "bench_spy_p1y": 0.24778059694271182, "bench_c_p1y": 0.24778059694271182, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.0939602227906371, "alpha_spy_stated": 0.08945487698453647, "alpha_c_stated": 0.08945487698453647, "price_path": [-0.113, -0.1588, -0.1977, -0.2822, -0.3047, -0.293, -0.329, -0.3278, -0.3397, -0.3319, -0.2866, -0.3631, -0.3279, -0.3954, -0.3822, -0.3378, -0.3697, -0.3173, -0.3086, -0.3359, -0.3185, -0.3082, -0.28, -0.2341, -0.2361, -0.2695, -0.2869, -0.3204, -0.3319, -0.3297, -0.3078, -0.3382, -0.4142, -0.3838, -0.388, -0.2717, -0.2987, -0.2991, -0.2668, -0.2211, -0.2661, -0.2577, -0.2577, -0.2812, -0.256, -0.2019, -0.1468, -0.1073, -0.0925, -0.0811, -0.0625, -0.0802, -0.0162, -0.0203, -0.1383, -0.1255, -0.0568, -0.0715, -0.0623, 0.014, 0.0305, 0.0142, 0.0253, 0.0, -0.0059, -0.0455, -0.032, -0.0239, -0.0239, -0.0233, -0.0203, -0.0317, 0.0431, 0.0452, 0.0541, 0.0291, -0.0508, 0.011, 0.0454, 0.0513, 0.0796, 0.0701, 0.0876, 0.1194, 0.094, 0.1079, 0.1079, 0.0868, 0.1076, 0.1338, 0.1312, 0.1419, 0.0349, 0.0791, 0.0344, 0.0458, 0.0636, 0.0636, 0.1012, 0.1059, 0.133, 0.128, 0.1248, 0.1806, 0.1761, 0.1946, 0.219, 0.2152, 0.2015, 0.18, 0.224, 0.2258, 0.257, 0.2497, 0.2368, 0.2555, 0.2535, 0.2212, 0.2717, 0.3716, 0.4212, 0.4423, 0.4799, 0.4461, 0.48, 0.4594, 0.4329, 0.4024, 0.3776, 0.2487, 0.2349, 0.2363, 0.2566, 0.2441, 0.2734, 0.2406, 0.2516, 0.2405, 0.2405, 0.2435, 0.2262, 0.236, 0.212, 0.2357, 0.2852, 0.3199, 0.301, 0.357, 0.3553, 0.3477, 0.3325, 0.4009, 0.4438, 0.4195, 0.445, 0.4214, 0.4179, 0.4056, 0.4158, 0.444, 0.464, 0.4806, 0.37, 0.4211, 0.442, 0.453, 0.4681, 0.3887, 0.4028, 0.4228, 0.4218, 0.41, 0.4102, 0.4374, 0.4368, 0.3891, 0.4286, 0.4615, 0.4975, 0.5008, 0.5737, 0.54, 0.5869, 0.64, 0.5099, 0.4874, 0.3857, 0.4085, 0.5326, 0.5116]}
{"unit_id": "orig:1912198402831708190", "ticker_idx": 0, "ts": "2025-04-15T17:36:40+00:00", "symbol": "GRAB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$GRAB 12-Month Forecast by 27 Analysts is $5.74, a +44.1% upside 🔥", "tweet_type": "news_reaction", "timeline": "months", "summary": "Shares analyst consensus PT of $5.74 implying +44% upside for GRAB over 12 months.", "resolved_tickers": ["GRAB"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Application", "unit_kind": "original", "lang": "en", "tweet_text": "$GRAB 12-Month Forecast by 27 Analysts is $5.74, a +44.1% upside 🔥 https://t.co/S73mEsmMRI", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.019704414983633067, "ret_signed_m1d": -0.019704414983633067, "alpha_spy_m1d": -0.02251318901484367, "alpha_c_m1d": -0.02251318901484367, "bench_spy_m1d": 0.0028087740312106035, "bench_c_m1d": 0.0028087740312106035, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.004926103745908295, "ret_signed_p1d": -0.004926103745908295, "alpha_spy_p1d": 0.017301859518177976, "alpha_c_p1d": 0.017301859518177976, "bench_spy_p1d": -0.02222796326408627, "bench_c_p1d": -0.02222796326408627, "ret_p1w": 0.04433493371317443, "ret_signed_p1w": 0.04433493371317443, "alpha_spy_p1w": 0.06360537777048225, "alpha_c_p1w": 0.06360537777048225, "bench_spy_p1w": -0.019270444057307823, "bench_c_p1w": -0.019270444057307823, "ret_p1m": 0.29310346650048613, "ret_signed_p1m": 0.29310346650048613, "alpha_spy_p1m": 0.20013635023655962, "alpha_c_p1m": 0.20013635023655962, "bench_spy_p1m": 0.09296711626392651, "bench_c_p1m": 0.09296711626392651, "ret_p3m": 0.23152711095284406, "ret_signed_p3m": 0.23152711095284406, "alpha_spy_p3m": 0.06811211513658999, "alpha_c_p3m": 0.06811211513658999, "bench_spy_p3m": 0.16341499581625407, "bench_c_p3m": 0.16341499581625407, "ret_p6m": 0.5665025180173393, "ret_signed_p6m": 0.5665025180173393, "alpha_spy_p6m": 0.3072782448309368, "alpha_c_p6m": 0.3072782448309368, "bench_spy_p6m": 0.2592242731864025, "bench_c_p6m": 0.2592242731864025, "ret_p1y": -0.10837439985755959, "ret_signed_p1y": -0.10837439985755959, "alpha_spy_p1y": -0.34225799823821734, "alpha_c_p1y": -0.34225799823821734, "bench_spy_p1y": 0.23388359838065775, "bench_c_p1y": 0.23388359838065775, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.29310346650048613, "alpha_spy_stated": 0.20013635023655962, "alpha_c_stated": 0.20013635023655962, "price_path": [0.0961, 0.1084, 0.1084, 0.1355, 0.1478, 0.1429, 0.1256, 0.0936, 0.1232, 0.1773, 0.1429, 0.1281, 0.1182, 0.2586, 0.1232, 0.1502, 0.1798, 0.1773, 0.1773, 0.2315, 0.2217, 0.2069, 0.2069, 0.3054, 0.3153, 0.1786, 0.2069, 0.1872, 0.1232, 0.1995, 0.1897, 0.1946, 0.165, 0.1552, 0.1897, 0.133, 0.1305, 0.0148, 0.0616, 0.0394, 0.0493, 0.0837, 0.0961, 0.133, 0.1601, 0.1281, 0.1429, 0.1379, 0.1182, 0.1773, 0.1823, 0.1256, 0.1158, 0.1207, 0.1355, 0.0493, -0.0813, -0.1429, -0.0813, 0.0493, -0.0222, -0.0025, -0.0197, 0.0, -0.0049, 0.0123, 0.0123, 0.0025, 0.0443, 0.0788, 0.1527, 0.1773, 0.1724, 0.1798, 0.202, 0.1749, 0.2044, 0.197, 0.1921, 0.1921, 0.2143, 0.2069, 0.2291, 0.2389, 0.2931, 0.2463, 0.2537, 0.2512, 0.2167, 0.1847, 0.2217, 0.2192, 0.2192, 0.2241, 0.2241, 0.2044, 0.1995, 0.1946, 0.2291, 0.2365, 0.2463, 0.2734, 0.2266, 0.1527, 0.165, 0.1404, 0.1256, 0.1601, 0.1823, 0.1478, 0.1478, 0.1059, 0.1232, 0.1675, 0.1305, 0.1502, 0.2118, 0.2389, 0.2143, 0.2069, 0.1995, 0.1995, 0.2241, 0.1823, 0.2291, 0.2118, 0.2315, 0.234, 0.2414, 0.2635, 0.2931, 0.3153, 0.3177, 0.3473, 0.3227, 0.3153, 0.3202, 0.3005, 0.3079, 0.303, 0.2044, 0.1823, 0.2217, 0.2241, 0.1749, 0.2192, 0.202, 0.1872, 0.2291, 0.2611, 0.2635, 0.2635, 0.2562, 0.2438, 0.2389, 0.234, 0.2635, 0.234, 0.2315, 0.2192, 0.2241, 0.2291, 0.2291, 0.2143, 0.2118, 0.2438, 0.2709, 0.2783, 0.303, 0.3054, 0.3621, 0.4778, 0.5123, 0.5567, 0.5025, 0.564, 0.5739, 0.5887, 0.5567, 0.532, 0.5394, 0.5049, 0.5049, 0.4828, 0.4532, 0.4901, 0.5172, 0.5739, 0.5443, 0.5665]}
{"unit_id": "orig:1897514416964612419", "ticker_idx": 0, "ts": "2025-03-06T05:07:45+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "DDR5 DRAM spot prices have bottomed last month. DDR5 spot prices have gone up by 5-7% in the last three weeks. DDR5 share is only going go up in 2025/2026", "tweet_type": "prediction", "timeline": "quarters", "summary": "Bullish MU: DDR5 spot prices bottomed and rising 5-7%, with DDR5 share expanding through 2025/2026.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "$MU It appears that DDR5 DRAM spot prices have bottomed last month. \n\nDDR5 spot prices have gone up by 5-7% in the last three weeks. \n\nDDR5 makes up 65% of the market while DDR4 is roughly 30%. DDR5 share is only going go up in 2025/2026.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.056793985903539346, "ret_signed_m1d": 0.056793985903539346, "alpha_spy_m1d": 0.03872213947699965, "alpha_c_m1d": 0.013022988796046686, "bench_spy_m1d": 0.018071846426539695, "bench_c_m1d": 0.04377099710749266, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.04133541859708245, "ret_signed_p1d": 0.04133541859708245, "alpha_spy_p1d": 0.03573064114921709, "alpha_c_p1d": 0.01717487284761532, "bench_spy_p1d": 0.005604777447865361, "bench_c_p1d": 0.024160545749467133, "ret_p1w": 0.06284304644544148, "ret_signed_p1w": 0.06284304644544148, "alpha_spy_p1w": 0.1000171615787091, "alpha_c_p1w": 0.06388951104772822, "bench_spy_p1w": -0.03717411513326763, "bench_c_p1w": -0.0010464646022867452, "ret_p1m": -0.27406444062016466, "ret_signed_p1m": -0.27406444062016466, "alpha_spy_p1m": -0.15897995162983536, "alpha_c_p1m": -0.09670526570729054, "bench_spy_p1m": -0.1150844889903293, "bench_c_p1m": -0.17735917491287412, "ret_p3m": 0.14689297474162522, "ret_signed_p3m": 0.14689297474162522, "alpha_spy_p3m": 0.10293851624121597, "alpha_c_p3m": 0.01489733693760753, "bench_spy_p3m": 0.043954458500409244, "bench_c_p3m": 0.13199563780401768, "ret_p6m": 0.33613898067865655, "ret_signed_p6m": 0.33613898067865655, "alpha_spy_p6m": 0.20309938887590095, "alpha_c_p6m": 0.015318047096565701, "bench_spy_p6m": 0.1330395918027556, "bench_c_p6m": 0.32082093358209085, "ret_p1y": 3.7311490332808983, "ret_signed_p1y": 3.7311490332808983, "alpha_spy_p1y": 3.5256463441670833, "alpha_c_p1y": 2.8466976405727356, "bench_spy_p1y": 0.2055026891138152, "bench_c_p1y": 0.8844513927081628, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": 0.14689297474162522, "alpha_spy_stated": 0.10293851624121597, "alpha_c_stated": 0.01489733693760753, "price_path": [0.1503, 0.0975, 0.1418, 0.0991, 0.1467, 0.2112, 0.215, 0.1624, -0.0257, 0.0082, 0.0037, -0.0012, -0.0012, 0.0049, -0.0085, -0.0444, -0.0572, -0.0572, -0.0217, 0.0067, 0.1119, 0.1416, 0.1136, 0.1136, 0.1128, 0.0649, 0.0906, 0.1559, 0.1493, 0.1846, 0.1846, 0.2253, 0.2236, 0.1744, 0.1559, 0.0206, -0.0114, -0.0029, 0.0362, 0.0221, 0.0073, 0.0156, 0.0485, 0.059, 0.0339, 0.0746, 0.0539, 0.027, 0.0716, 0.1148, 0.1148, 0.1963, 0.169, 0.1558, 0.1072, 0.0688, 0.0442, 0.0945, 0.0286, 0.0488, 0.0142, 0.0216, 0.0568, 0.0, 0.0413, -0.0245, -0.0025, 0.0714, 0.0628, 0.129, 0.155, 0.1395, 0.1433, 0.1538, 0.0611, 0.0859, 0.055, 0.032, 0.0212, -0.0093, -0.0254, -0.005, -0.0062, -0.1662, -0.2741, -0.2331, -0.2649, -0.1266, -0.2143, -0.2199, -0.2034, -0.2032, -0.2224, -0.2283, -0.2283, -0.2514, -0.2125, -0.182, -0.1316, -0.1051, -0.1188, -0.1377, -0.1369, -0.1277, -0.0946, -0.098, -0.097, -0.0733, -0.0449, -0.0369, 0.0352, 0.0872, 0.0692, 0.0706, 0.0992, 0.1065, 0.1003, 0.075, 0.0637, 0.0473, 0.0473, 0.0811, 0.0788, 0.0858, 0.0595, 0.1012, 0.1469, 0.1581, 0.1922, 0.2177, 0.2445, 0.2803, 0.3015, 0.3031, 0.2966, 0.3442, 0.3498, 0.3664, 0.3664, 0.3864, 0.3693, 0.4347, 0.4273, 0.4133, 0.3994, 0.3824, 0.356, 0.3655, 0.3717, 0.3717, 0.3464, 0.3969, 0.3724, 0.3822, 0.3981, 0.3316, 0.3485, 0.3072, 0.2716, 0.2843, 0.2712, 0.2262, 0.2331, 0.2544, 0.2491, 0.249, 0.257, 0.2882, 0.2253, 0.1775, 0.2099, 0.2244, 0.2213, 0.256, 0.3348, 0.389, 0.4343, 0.3952, 0.4066, 0.357, 0.3871, 0.3703, 0.3159, 0.3, 0.3212, 0.3071, 0.308, 0.322, 0.3697, 0.3361]}
{"unit_id": "quote:1903232787299389920", "ticker_idx": 0, "ts": "2025-03-21T23:50:31+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$PLTR Department of Defense is 'Directing Modern Software Acquisition to Maximize Lethality'", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Shares DoD software acquisition directive as a bullish catalyst for Palantir, implying it benefits as the leading defense software platform.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "🚨 $PLTR Department of Defense is \"Directing Modern Software Acquisition to Maximize Lethality\"\n\n\"DoD has lagged in transitioning from a hardware-focused to a software-driven acquisition model. This delay hampers our performance-based outcomes, leaving the Warfighter to bear the cost.\"\n\nPurpose\n\nThe Department of Defense (DoD) must recognize that software-defined warfare is not a future concept—it is the reality shaping our operations today. Software underpins every weapon and supporting system we deploy to maintain our position as the world’s most lethal fighting force. While commercial industries have swiftly adapted to a software-centric product landscape, the DoD has lagged in transitioning from a hardware-focused to a software-driven acquisition model. This delay hampers our performance-based outcomes, leaving the Warfighter to bear the cost.\n\nDirective\n\nReforming DoD’s acquisition processes is an urgent priority to deliver weapon and business systems—including software—at the speed and scale our Warfighters require. To achieve this, I am directing the following actions:\nAdoption of Software Acquisition Pathway (SWP):\nEffective immediately, all DoD Components will adopt the Software Acquisition Pathway as the preferred method for software development within business and weapon system programs. This shift will enable rapid iteration and delivery of digital capabilities aligned with commercial technology advancements.\n\nMaximizing Existing Authorities:\n\nFor programs meeting threshold requirements under Title 10, U.S.C., § 3458 or Title 10, U.S.C., § 4022, Commercial Solutions Openings and Other Transactions will serve as the default solicitation and award mechanisms for SWP efforts. This applies to all software pathway programs in the planning phase prior to execution.\nElimination of Restrictive Guidance:\nDoD Components are prohibited from issuing additional restrictive measures, guidelines, frameworks, directives, or policies beyond statutory requirements that could impede this transition.\n\nImplementation\n\nThe Under Secretary of Defense for Acquisition and Sustainment, in collaboration with the Director of the Defense Innovation Unit, will develop and submit an implementation plan within 30 calendar days. This plan will outline steps to align contracting strategies, leverage the commercial ecosystem, and ensure our systems evolve faster than our adversaries can counter.\n\nConclusion\nBy maximizing existing authorities and embracing a software-centric approach, the DoD will deliver scaled capabilities, enhance battlefield adaptability, and sustain our lethality. This is not an option—it is an imperative. Immediate action is required to close the gap between commercial innovation and military readiness.", "reply_text": null, "parent_text": null, "quoted_text": "$PLTR valuation makes ZERO sense \n\nBut then why do institutions keep buying it?\nWhat do they know that you don't?\n\nI work in BIG DATA analytics and let me share the secrets of Palantir in the most basic way\n\nPalantir has monopoly on Automated Governance, serving as the ultimate https://t.co/XGLRmO7rq8", "parent_author": null, "ret_m1d": -0.059844970703125, "ret_signed_m1d": -0.059844970703125, "alpha_spy_m1d": -0.04225155443133621, "alpha_c_m1d": -0.04225155443133621, "bench_spy_m1d": -0.017593416271788787, "bench_c_m1d": -0.017593416271788787, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0025839793281653423, "ret_signed_p1d": -0.0025839793281653423, "alpha_spy_p1d": -0.004987800861019909, "alpha_c_p1d": -0.004987800861019909, "bench_spy_p1d": 0.0024038215328545665, "bench_c_p1d": 0.0024038215328545665, "ret_p1w": -0.12764856304001126, "ret_signed_p1w": -0.12764856304001126, "alpha_spy_p1w": -0.10205965856959964, "alpha_c_p1w": -0.10205965856959964, "bench_spy_p1w": -0.025588904470411622, "bench_c_p1w": -0.025588904470411622, "ret_p1m": -0.02852715386284721, "ret_signed_p1m": -0.02852715386284721, "alpha_spy_p1m": 0.053046879172017336, "alpha_c_p1m": 0.053046879172017336, "bench_spy_p1m": -0.08157403303486455, "bench_c_p1m": -0.08157403303486455, "ret_p3m": 0.4466150564740794, "ret_signed_p3m": 0.4466150564740794, "alpha_spy_p3m": 0.40592388662612633, "alpha_c_p3m": 0.40592388662612633, "bench_spy_p3m": 0.04069116984795307, "bench_c_p3m": 0.04069116984795307, "ret_p6m": 0.7597932248768573, "ret_signed_p6m": 0.7597932248768573, "alpha_spy_p6m": 0.6067291125113539, "alpha_c_p6m": 0.6067291125113539, "bench_spy_p6m": 0.15306411236550344, "bench_c_p6m": 0.15306411236550344, "ret_p1y": 0.5669251276849161, "ret_signed_p1y": 0.5669251276849161, "alpha_spy_p1y": 0.3785541857644399, "alpha_c_p1y": 0.3785541857644399, "bench_spy_p1y": 0.1883709419204762, "bench_c_p1y": 0.1883709419204762, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.02852715386284721, "alpha_spy_stated": 0.053046879172017336, "alpha_c_stated": 0.053046879172017336, "price_path": [-0.1485, -0.151, -0.1826, -0.2023, -0.2183, -0.2183, -0.2228, -0.1743, -0.2153, -0.2766, -0.2948, -0.2948, -0.3048, -0.3284, -0.3188, -0.2957, -0.2843, -0.2582, -0.2582, -0.2448, -0.2055, -0.1837, -0.1837, -0.2203, -0.1707, -0.1756, -0.1605, -0.1474, -0.1345, 0.0732, 0.0476, 0.1502, 0.1457, 0.2057, 0.164, 0.2133, 0.2187, 0.2316, 0.2316, 0.2881, 0.1582, 0.0984, 0.0475, -0.0627, -0.0921, -0.0769, -0.1238, -0.1223, -0.1378, -0.1276, -0.0684, -0.1684, -0.1224, -0.2105, -0.1933, -0.1354, -0.1771, -0.1086, -0.0972, -0.1329, -0.1101, -0.0967, -0.0598, 0.0, -0.0026, -0.0462, -0.0688, -0.1127, -0.1276, -0.1248, -0.0961, -0.1359, -0.235, -0.1955, -0.2008, -0.049, -0.0843, -0.0848, -0.0427, 0.0171, -0.0418, -0.0307, -0.0307, -0.0615, -0.0285, 0.0421, 0.114, 0.1657, 0.185, 0.1998, 0.2242, 0.201, 0.2845, 0.2793, 0.1252, 0.1419, 0.2315, 0.2124, 0.2244, 0.324, 0.3455, 0.3242, 0.3387, 0.3057, 0.2981, 0.2463, 0.264, 0.2745, 0.2745, 0.2753, 0.2792, 0.2643, 0.3621, 0.3648, 0.3764, 0.3438, 0.2394, 0.3201, 0.365, 0.3727, 0.4097, 0.3973, 0.4202, 0.4616, 0.4284, 0.4466, 0.4466, 0.4191, 0.4462, 0.4804, 0.477, 0.491, 0.3513, 0.409, 0.3507, 0.3656, 0.3887, 0.3887, 0.4379, 0.444, 0.4794, 0.4729, 0.4687, 0.5416, 0.5357, 0.5598, 0.5916, 0.5868, 0.5689, 0.5408, 0.5982, 0.6006, 0.6413, 0.6318, 0.6149, 0.6394, 0.6367, 0.5945, 0.6606, 0.7909, 0.8557, 0.8832, 0.9324, 0.8882, 0.9325, 0.9056, 0.871, 0.8312, 0.7988, 0.6305, 0.6125, 0.6143, 0.6407, 0.6245, 0.6627, 0.6198, 0.6343, 0.6197, 0.6197, 0.6237, 0.601, 0.6139, 0.5825, 0.6134, 0.6781, 0.7234, 0.6988, 0.7719, 0.7696, 0.7598]}
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{"unit_id": "quote:1904585262962790697", "ticker_idx": 0, "ts": "2025-03-25T17:24:46+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "strategic approach, which starts with high-value government contracts, proves value, and then expands, stands in sharp contrast to competitors", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Endorses PLTR's competitive moat via government-first strategy building credibility and operational momentum.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "$PLTR\n\n\"[Palantir's] ... strategic approach, which starts with high-value government contracts, proves value, and then expands, stands in sharp contrast to competitors. The expert linked this to “capturing the capital first before branching out,” a method that builds credibility and operational momentum.\"", "reply_text": null, "parent_text": null, "quoted_text": "Interview with a former $PLTR competitor explaining how deep government ties and real-time AI capabilities build a lasting competitive edge:\n\n- The expert emphasized that $PLTR's core competitive advantage lies in its deep entrenchment with government contracts and its ability to https://t.co/Tk3tLv9Ucw", "parent_author": null, "ret_m1d": 0.002590673575129543, "ret_signed_m1d": 0.002590673575129543, "alpha_spy_m1d": 0.00498873060685423, "alpha_c_m1d": 0.00498873060685423, "bench_spy_m1d": -0.0023980570317246874, "bench_c_m1d": -0.0023980570317246874, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04373058259795981, "ret_signed_p1d": -0.04373058259795981, "alpha_spy_p1d": -0.031792246737251895, "alpha_c_p1d": -0.031792246737251895, "bench_spy_p1d": -0.011938335860707916, "bench_c_p1d": -0.011938335860707916, "ret_p1w": -0.12248704346968098, "ret_signed_p1w": -0.12248704346968098, "alpha_spy_p1w": -0.09730701441464296, "alpha_c_p1w": -0.09730701441464296, "bench_spy_p1w": -0.025180029055038022, "bench_c_p1w": -0.025180029055038022, "ret_p1m": 0.044766836215794914, "ret_signed_p1m": 0.044766836215794914, "alpha_spy_p1m": 0.11434598344494518, "alpha_c_p1m": 0.11434598344494518, "bench_spy_p1m": -0.06957914722915026, "bench_c_p1m": -0.06957914722915026, "ret_p3m": 0.42279795908557327, "ret_signed_p3m": 0.42279795908557327, "alpha_spy_p3m": 0.38704070879740526, "alpha_c_p3m": 0.38704070879740526, "bench_spy_p3m": 0.03575725028816801, "bench_c_p3m": 0.03575725028816801, "ret_p6m": 0.7443523505808776, "ret_signed_p6m": 0.7443523505808776, "alpha_spy_p6m": 0.5954823338549244, "alpha_c_p6m": 0.5954823338549244, "bench_spy_p6m": 0.14887001672595312, "bench_c_p6m": 0.14887001672595312, "ret_p1y": 0.5906735751295338, "ret_signed_p1y": 0.5906735751295338, "alpha_spy_p1y": 0.4231545133403074, "alpha_c_p1y": 0.4231545133403074, "bench_spy_p1y": 0.16751906178922638, "bench_c_p1y": 0.16751906178922638, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.044766836215794914, "alpha_spy_stated": 0.11434598344494518, "alpha_c_stated": 0.11434598344494518, "price_path": [-0.1488, -0.1805, -0.2002, -0.2163, -0.2163, -0.2208, -0.1721, -0.2133, -0.2747, -0.293, -0.293, -0.303, -0.3266, -0.317, -0.2939, -0.2825, -0.2563, -0.2563, -0.2428, -0.2034, -0.1816, -0.1816, -0.2182, -0.1686, -0.1735, -0.1583, -0.1452, -0.1322, 0.076, 0.0504, 0.1532, 0.1487, 0.2088, 0.167, 0.2165, 0.2219, 0.2348, 0.2348, 0.2914, 0.1612, 0.1012, 0.0503, -0.0603, -0.0897, -0.0745, -0.1216, -0.12, -0.1355, -0.1254, -0.066, -0.1662, -0.1201, -0.2085, -0.1912, -0.1332, -0.1749, -0.1063, -0.0948, -0.1307, -0.1078, -0.0944, -0.0574, 0.0026, 0.0, -0.0437, -0.0664, -0.1104, -0.1254, -0.1225, -0.0938, -0.1337, -0.2331, -0.1934, -0.1988, -0.0465, -0.082, -0.0824, -0.0402, 0.0197, -0.0393, -0.0282, -0.0282, -0.0591, -0.026, 0.0448, 0.1169, 0.1687, 0.1881, 0.2029, 0.2274, 0.2041, 0.2879, 0.2826, 0.1281, 0.1449, 0.2347, 0.2155, 0.2276, 0.3275, 0.349, 0.3277, 0.3422, 0.3091, 0.3015, 0.2495, 0.2673, 0.2778, 0.2778, 0.2787, 0.2825, 0.2676, 0.3656, 0.3683, 0.38, 0.3473, 0.2426, 0.3235, 0.3685, 0.3763, 0.4134, 0.4009, 0.4238, 0.4654, 0.4321, 0.4504, 0.4504, 0.4228, 0.4499, 0.4842, 0.4808, 0.4948, 0.3548, 0.4126, 0.3542, 0.3691, 0.3923, 0.3923, 0.4417, 0.4478, 0.4832, 0.4767, 0.4725, 0.5456, 0.5397, 0.5638, 0.5958, 0.5909, 0.573, 0.5448, 0.6024, 0.6048, 0.6456, 0.6361, 0.6191, 0.6436, 0.6409, 0.5987, 0.6649, 0.7955, 0.8605, 0.8881, 0.9374, 0.8931, 0.9375, 0.9106, 0.8759, 0.836, 0.8034, 0.6347, 0.6167, 0.6184, 0.645, 0.6287, 0.667, 0.624, 0.6385, 0.6239, 0.6239, 0.6279, 0.6052, 0.618, 0.5866, 0.6176, 0.6825, 0.7279, 0.7032, 0.7765, 0.7742, 0.7644, 0.7444]}
{"unit_id": "thread:1904704089205940662", "ticker_idx": 0, "ts": "2025-03-26T01:16:57+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "This partnership demonstrates Palantir's continued penetration into high-security government environments where few commercial vendors can operate effectively... Palantir is positioned for expansion.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish PLTR: Everfox partnership expands addressable defense market, addresses last-mile classified deployment problem, and signals contract expansion potential.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "self_thread", "lang": "en", "tweet_text": "$PLTR\n\n\"Everfox will integrate Palantir's Mission Manager with its cross-domain solutions to help customers manage commercial, open source, and government off-the-shelf software across classified networks.\"\n\n'This Everfox partnership marks a significant strategic advancement for Palantir in the defense sector. The collaboration addresses a critical military challenge: enabling secure data flow across classified networks for joint command and control operations.\n\nWhat makes this particularly valuable is that it's not just a conceptual partnership - it's already tested and deployed with existing customers, demonstrating proven operational effectiveness. This significantly reduces implementation risk typically associated with new defense technology integrations.\n\nThe integration essentially creates a secure pipeline for intelligence data to flow across multiple classification levels - a persistent challenge in military operations where information silos hamper decision-making speed. By combining Everfox's cross-domain solutions with Palantir's AI capabilities, warfighters gain the ability to process multi-source intelligence in real-time, creating a unified data environment.\n\nMost compelling is the utilization of Palantir's Mission Manager for software deployment across classified networks. This addresses a massive pain point in defense IT: the difficulty of maintaining modern software development practices in highly secure environments. The CI/CD capabilities will accelerate software delivery cycles that traditionally move at glacial pace in classified settings.\n\nThis partnership directly supports the Pentagon's push toward Joint All-Domain Command and Control (JADC2) initiatives, positioning Palantir to capture additional market share as defense agencies modernize their command systems.'\n\nThis partnership demonstrates Palantir's continued penetration into high-security government environments where few commercial vendors can operate effectively. By integrating with Everfox's cross-domain solutions, Palantir extends its AI and data analytics capabilities across classification boundaries - essentially expanding the addressable market for its software within existing defense customers.\n\nThe strategic value lies in how this partnership enhances Palantir's product ecosystem. Their Mission Manager platform gains additional deployment pathways through Everfox's cross-domain solutions, allowing Palantir to push its software into previously isolated network environments. This creates a powerful network effect where more connected environments generate more data, further strengthening Palantir's value proposition.\n\nFrom a business perspective, the mention that this partnership will \"extend to additional clients\" beyond existing deployments signals clear growth potential. Defense contracts typically start small but expand significantly once solutions prove effective in operational settings. Having already demonstrated success with existing customers, Palantir is positioned for expansion.\n\nParticularly noteworthy is how this addresses the \"last mile\" problem in defense software - getting modern commercial capabilities securely deployed in classified environments. The combination enables Palantir to bring \"commercial software best practices to customers operating within the most complex and secure classified network environments\" - effectively differentiating from competitors who may offer analytics but lack secure deployment capabilities.\n\n---\n\nhttps://t.co/S8dDEvnZND", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.04573039961558689, "ret_signed_m1d": 0.04573039961558689, "alpha_spy_m1d": 0.033647817835524174, "alpha_c_m1d": 0.033647817835524174, "bench_spy_m1d": 0.012082581780062718, "bench_c_m1d": 0.012082581780062718, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.023732146406330257, "ret_signed_p1d": -0.023732146406330257, "alpha_spy_p1d": -0.02107651909111985, "alpha_c_p1d": -0.02107651909111985, "bench_spy_p1d": -0.002655627315210407, "bench_c_p1d": -0.002655627315210407, "ret_p1w": -0.05234072274541801, "ret_signed_p1w": -0.05234072274541801, "alpha_spy_p1w": -0.04518263367370101, "alpha_c_p1w": -0.04518263367370101, "bench_spy_p1w": -0.007158089071717, "bench_c_p1w": -0.007158089071717, "ret_p1m": 0.16796705900561237, "ret_signed_p1m": 0.16796705900561237, "alpha_spy_p1m": 0.20648334317384565, "alpha_c_p1m": 0.20648334317384565, "bench_spy_p1m": -0.03851628416823327, "bench_c_p1m": -0.03851628416823327, "ret_p3m": 0.5162548766779624, "ret_signed_p3m": 0.5162548766779624, "alpha_spy_p3m": 0.45762882309733954, "alpha_c_p3m": 0.45762882309733954, "bench_spy_p3m": 0.058626053580622894, "bench_c_p3m": 0.058626053580622894, "ret_p6m": 0.9177503636942672, "ret_signed_p6m": 0.9177503636942672, "alpha_spy_p6m": 0.7495661853374775, "alpha_c_p6m": 0.7495661853374775, "bench_spy_p6m": 0.16818417835678967, "bench_c_p6m": 0.16818417835678967, "ret_p1y": 0.6357823899549941, "ret_signed_p1y": 0.6357823899549941, "alpha_spy_p1y": 0.460844845528535, "alpha_c_p1y": 0.460844845528535, "bench_spy_p1y": 0.17493754442645915, "bench_c_p1y": 0.17493754442645915, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.16796705900561237, "alpha_spy_stated": 0.20648334317384565, "alpha_c_stated": 0.20648334317384565, "price_path": [-0.143, -0.1636, -0.1804, -0.1804, -0.1852, -0.1343, -0.1773, -0.2415, -0.2606, -0.2606, -0.2711, -0.2958, -0.2858, -0.2616, -0.2497, -0.2223, -0.2223, -0.2082, -0.167, -0.1441, -0.1441, -0.1825, -0.1306, -0.1357, -0.1199, -0.1061, -0.0925, 0.1252, 0.0984, 0.2059, 0.2012, 0.2641, 0.2204, 0.2721, 0.2777, 0.2913, 0.2913, 0.3505, 0.2143, 0.1516, 0.0983, -0.0173, -0.0481, -0.0322, -0.0814, -0.0798, -0.096, -0.0854, -0.0233, -0.1281, -0.0799, -0.1723, -0.1542, -0.0935, -0.1372, -0.0655, -0.0534, -0.0909, -0.067, -0.053, -0.0143, 0.0484, 0.0457, 0.0, -0.0237, -0.0697, -0.0854, -0.0824, -0.0523, -0.0941, -0.198, -0.1565, -0.1621, -0.0029, -0.04, -0.0404, 0.0037, 0.0663, 0.0047, 0.0163, 0.0163, -0.016, 0.0185, 0.0925, 0.168, 0.2221, 0.2424, 0.2579, 0.2835, 0.2592, 0.3468, 0.3412, 0.1797, 0.1972, 0.2912, 0.2711, 0.2837, 0.3882, 0.4107, 0.3884, 0.4036, 0.369, 0.361, 0.3067, 0.3252, 0.3363, 0.3363, 0.3371, 0.3411, 0.3255, 0.428, 0.4309, 0.4431, 0.4089, 0.2994, 0.384, 0.4311, 0.4392, 0.478, 0.465, 0.4889, 0.5324, 0.4976, 0.5167, 0.5167, 0.4879, 0.5163, 0.5521, 0.5485, 0.5632, 0.4168, 0.4772, 0.4161, 0.4317, 0.456, 0.456, 0.5076, 0.514, 0.551, 0.5442, 0.5399, 0.6163, 0.6101, 0.6353, 0.6687, 0.6636, 0.6449, 0.6154, 0.6757, 0.6782, 0.7208, 0.7109, 0.6931, 0.7188, 0.716, 0.6718, 0.741, 0.8777, 0.9456, 0.9744, 1.026, 0.9796, 1.0261, 0.9979, 0.9616, 0.9199, 0.8859, 0.7095, 0.6906, 0.6925, 0.7202, 0.7032, 0.7433, 0.6983, 0.7135, 0.6982, 0.6982, 0.7023, 0.6786, 0.692, 0.6592, 0.6916, 0.7594, 0.8069, 0.7811, 0.8577, 0.8553, 0.845, 0.8241, 0.9178]}
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{"unit_id": "quote:1918621566373601498", "ticker_idx": 0, "ts": "2025-05-03T11:00:02+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$PLTR Morningstar explains why customers are addicted to Enterprise Ontology Framework.", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Shares Morningstar's bullish PLTR thesis (FV raised to $90) highlighting customer lock-in via Ontology framework as durable competitive moat.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "💊  $PLTR Morningstar explains why customers are addicted to Enterprise Ontology Framework.\n\n\"Effectively, to stop using Palantir's Ontology framework means massive inconvenience and a monetary cost through lost productivity. Simply buying the software and not renewing is not an option if customers want to maintain their newfound edge. Palantir provides a dashboard that continually updates and learns as time progresses. Without the software, ex-customers would need to rely on former systems that lack the complex ontology framework, and they would lose the simplified dashboard that brings the productivity gains together.\"", "reply_text": null, "parent_text": null, "quoted_text": "$PLTR Morningstar estimated Palantir's TAM to be $1.4 TRILLION by 2033. That was 3 months ago, and it’s likely larger now due to Warp Speed and tariff-driven supply chain solutions. Here's their February research 👇\n\nWe are ... roughly quadrupling our fair value from $21 to $90. https://t.co/3WuG7X0wK1", "parent_author": null, "ret_m1d": 0.004120563545793932, "ret_signed_m1d": 0.004120563545793932, "alpha_spy_m1d": -0.0016469438486645949, "alpha_c_m1d": -0.0016469438486645949, "bench_spy_m1d": 0.0057675073944585264, "bench_c_m1d": 0.0057675073944585264, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.1204653505462473, "ret_signed_p1d": -0.1204653505462473, "alpha_spy_p1d": -0.11210724270605088, "alpha_c_p1d": -0.11210724270605088, "bench_spy_p1d": -0.008358107840196416, "bench_c_p1d": -0.008358107840196416, "ret_p1w": -0.04290213866537429, "ret_signed_p1w": -0.04290213866537429, "alpha_spy_p1w": -0.07747137637795287, "alpha_c_p1w": -0.07747137637795287, "bench_spy_p1w": 0.03456923771257858, "bench_c_p1w": 0.03456923771257858, "ret_p1m": 0.07594733603319925, "ret_signed_p1m": 0.07594733603319925, "alpha_spy_p1m": 0.01813101252644933, "alpha_c_p1m": 0.01813101252644933, "bench_spy_p1m": 0.05781632350674992, "bench_c_p1m": 0.05781632350674992, "ret_p3m": 0.27938927363933463, "ret_signed_p3m": 0.27938927363933463, "alpha_spy_p3m": 0.15438934228706125, "alpha_c_p3m": 0.15438934228706125, "bench_spy_p3m": 0.12499993135227339, "bench_c_p3m": 0.12499993135227339, "ret_p6m": 0.5318737274453744, "ret_signed_p6m": 0.5318737274453744, "alpha_spy_p6m": 0.3056280650206247, "alpha_c_p6m": 0.3056280650206247, "bench_spy_p6m": 0.22624566242474975, "bench_c_p6m": 0.22624566242474975, "ret_p1y": 0.2330936354253934, "ret_signed_p1y": 0.2330936354253934, "alpha_spy_p1y": -0.043482013875009384, "alpha_c_p1y": -0.043482013875009384, "bench_spy_p1y": 0.2765756493004028, "bench_c_p1y": 0.2765756493004028, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.07594733603319925, "alpha_spy_stated": 0.01813101252644933, "alpha_c_stated": 0.01813101252644933, "price_path": [-0.1811, -0.1009, -0.1044, -0.0575, -0.0901, -0.0515, -0.0473, -0.0372, -0.0372, 0.0069, -0.0946, -0.1414, -0.1811, -0.2674, -0.2903, -0.2784, -0.3151, -0.3139, -0.326, -0.3181, -0.2718, -0.3499, -0.314, -0.3829, -0.3694, -0.3241, -0.3567, -0.3032, -0.2943, -0.3222, -0.3044, -0.2939, -0.2651, -0.2183, -0.2203, -0.2544, -0.2721, -0.3064, -0.3181, -0.3158, -0.2934, -0.3246, -0.402, -0.3711, -0.3753, -0.2566, -0.2842, -0.2846, -0.2517, -0.205, -0.2509, -0.2423, -0.2423, -0.2664, -0.2406, -0.1854, -0.1292, -0.0888, -0.0737, -0.0621, -0.0431, -0.0612, 0.0041, 0.0, -0.1205, -0.1074, -0.0373, -0.0523, -0.0429, 0.035, 0.0518, 0.0351, 0.0465, 0.0207, 0.0147, -0.0258, -0.012, -0.0037, -0.0037, -0.0031, -0.0001, -0.0117, 0.0647, 0.0668, 0.0759, 0.0504, -0.0312, 0.0319, 0.067, 0.073, 0.102, 0.0923, 0.1101, 0.1425, 0.1166, 0.1308, 0.1308, 0.1093, 0.1305, 0.1572, 0.1546, 0.1655, 0.0563, 0.1014, 0.0558, 0.0675, 0.0856, 0.0856, 0.124, 0.1288, 0.1564, 0.1513, 0.1481, 0.2051, 0.2005, 0.2193, 0.2442, 0.2404, 0.2264, 0.2044, 0.2493, 0.2512, 0.283, 0.2756, 0.2623, 0.2815, 0.2794, 0.2464, 0.2981, 0.3999, 0.4506, 0.4721, 0.5105, 0.476, 0.5106, 0.4896, 0.4626, 0.4314, 0.4061, 0.2745, 0.2605, 0.2619, 0.2825, 0.2699, 0.2997, 0.2662, 0.2775, 0.2661, 0.2661, 0.2692, 0.2515, 0.2615, 0.2371, 0.2612, 0.3118, 0.3472, 0.3279, 0.3851, 0.3833, 0.3756, 0.36, 0.4298, 0.4736, 0.4489, 0.4749, 0.4508, 0.4472, 0.4347, 0.4451, 0.4739, 0.4943, 0.5113, 0.3983, 0.4505, 0.4718, 0.4831, 0.4985, 0.4175, 0.4318, 0.4522, 0.4512, 0.4391, 0.4394, 0.4672, 0.4665, 0.4179, 0.4582, 0.4917, 0.5285, 0.5319]}
{"unit_id": "orig:1900359729844793357", "ticker_idx": 0, "ts": "2025-03-14T01:34:01+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "AIPCon, DevCon and especially BootCamp are 'Radio' equivalent of the music industry before internet was available. You already made the decision of buying the music before going to the store because you already heard it.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish PLTR: AIPCon/BootCamp events function like radio pre-internet, converting prospects into buyers before the sales process.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "original", "lang": "en", "tweet_text": "$PLTR AIPCon, DevCon and especially BootCamp are \"Radio\" equivalent of the music industry before internet was available. \n\nYou already made the decision of buying the music before going to the store because you already heard it.\n\nhttps://t.co/AV1v4yL1Uc", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.07676246847367607, "ret_signed_m1d": -0.07676246847367607, "alpha_spy_m1d": -0.056524704278214655, "alpha_c_m1d": -0.056524704278214655, "bench_spy_m1d": -0.020237764195461416, "bench_c_m1d": -0.020237764195461416, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.012871064910101149, "ret_signed_p1d": 0.012871064910101149, "alpha_spy_p1d": 0.005159838423694385, "alpha_c_p1d": 0.005159838423694385, "bench_spy_p1d": 0.007711226486406764, "bench_c_p1d": 0.007711226486406764, "ret_p1w": 0.05473099881286125, "ret_signed_p1w": 0.05473099881286125, "alpha_spy_p1w": 0.0496377220815416, "alpha_c_p1w": 0.0496377220815416, "bench_spy_p1w": 0.005093276731319651, "bench_c_p1w": 0.005093276731319651, "ret_p1m": 0.07397965028815023, "ret_signed_p1m": 0.07397965028815023, "alpha_spy_p1m": 0.11319043561461573, "alpha_c_p1m": 0.11319043561461573, "bench_spy_p1m": -0.03921078532646549, "bench_c_p1m": -0.03921078532646549, "ret_p3m": 0.5815167296861394, "ret_signed_p3m": 0.5815167296861394, "alpha_spy_p3m": 0.5098070333336757, "alpha_c_p3m": 0.5098070333336757, "bench_spy_p3m": 0.07170969635246371, "bench_c_p3m": 0.07170969635246371, "ret_p6m": 0.8100650506752289, "ret_signed_p6m": 0.8100650506752289, "alpha_spy_p6m": 0.6503386790395354, "alpha_c_p6m": 0.6503386790395354, "bench_spy_p6m": 0.1597263716356936, "bench_c_p6m": 0.1597263716356936, "ret_p1y": 0.7070965313944195, "ret_signed_p1y": 0.7070965313944195, "alpha_spy_p1y": 0.48409186322843034, "alpha_c_p1y": 0.48409186322843034, "bench_spy_p1y": 0.22300466816598918, "bench_c_p1y": 0.22300466816598918, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.07397965028815023, "alpha_spy_stated": 0.11319043561461573, "alpha_c_stated": 0.11319043561461573, "price_path": [-0.1374, -0.1708, -0.1395, -0.066, -0.0644, -0.0448, -0.0448, -0.0475, -0.083, -0.1051, -0.123, -0.123, -0.1281, -0.0736, -0.1197, -0.1884, -0.2088, -0.2088, -0.2201, -0.2465, -0.2357, -0.2099, -0.1971, -0.1678, -0.1678, -0.1527, -0.1087, -0.0842, -0.0842, -0.1252, -0.0697, -0.0751, -0.0582, -0.0435, -0.029, 0.204, 0.1753, 0.2904, 0.2854, 0.3526, 0.3059, 0.3612, 0.3672, 0.3817, 0.3817, 0.445, 0.2994, 0.2323, 0.1752, 0.0515, 0.0186, 0.0356, -0.017, -0.0153, -0.0327, -0.0213, 0.0451, -0.067, -0.0154, -0.1143, -0.095, -0.03, -0.0768, 0.0, 0.0129, -0.0272, -0.0016, 0.0133, 0.0547, 0.1219, 0.119, 0.07, 0.0446, -0.0045, -0.0213, -0.0181, 0.014, -0.0306, -0.1418, -0.0974, -0.1034, 0.0669, 0.0272, 0.0268, 0.074, 0.141, 0.075, 0.0874, 0.0874, 0.0529, 0.0899, 0.1691, 0.2498, 0.3077, 0.3294, 0.346, 0.3734, 0.3474, 0.4411, 0.4352, 0.2623, 0.2811, 0.3816, 0.3602, 0.3736, 0.4854, 0.5095, 0.4856, 0.5019, 0.4649, 0.4563, 0.3982, 0.418, 0.4298, 0.4298, 0.4308, 0.4351, 0.4184, 0.5281, 0.5311, 0.5442, 0.5075, 0.3904, 0.481, 0.5313, 0.54, 0.5815, 0.5676, 0.5932, 0.6397, 0.6025, 0.6229, 0.6229, 0.5921, 0.6224, 0.6608, 0.657, 0.6727, 0.516, 0.5807, 0.5153, 0.532, 0.558, 0.558, 0.6132, 0.62, 0.6597, 0.6524, 0.6477, 0.7295, 0.7229, 0.7499, 0.7856, 0.7801, 0.7601, 0.7285, 0.793, 0.7957, 0.8414, 0.8307, 0.8117, 0.8392, 0.8362, 0.7888, 0.8629, 1.0092, 1.0819, 1.1127, 1.1679, 1.1183, 1.168, 1.1379, 1.099, 1.0544, 1.018, 0.8292, 0.809, 0.811, 0.8407, 0.8225, 0.8654, 0.8173, 0.8335, 0.8171, 0.8171, 0.8215, 0.7962, 0.8105, 0.7754, 0.8101]}
{"unit_id": "reply:1926309668491530467", "ticker_idx": 0, "ts": "2025-05-24T16:09:48+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$PLTR will get more deals out of this replacing others", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish PLTR: Army directive consolidates procurement around Palantir capabilities, meaning more contracts replacing competitors.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@ThinkFinance999 @USArmy That's not what it says \"... separate procurement actions tied to the same or similar Palantir capabilities.\"\n\nThe keyword is capabilities not contracts. It's not being specific to existing Palantir contracts. $PLTR will get more deals out of this replacing others.", "reply_text": null, "parent_text": "@TradexWhisperer @USArmy In general, the state centralizing contracts with tech companies selling stuff on a seat basis would be a disaster for such companies, as it would make it very visible that there's a lot of unused capacity in those contracts, if aggregated.\n\nEven episodically, we already saw this", "quoted_text": null, "parent_author": "ThinkFinance999", "ret_m1d": -0.0006483656005382699, "ret_signed_m1d": -0.0006483656005382699, "alpha_spy_m1d": 0.01971876563750885, "alpha_c_m1d": 0.01971876563750885, "bench_spy_m1d": -0.02036713123804712, "bench_c_m1d": -0.02036713123804712, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.002998644528829475, "ret_signed_p1d": 0.002998644528829475, "alpha_spy_p1d": 0.00878409626982568, "alpha_c_p1d": 0.00878409626982568, "bench_spy_p1d": -0.005785451740996206, "bench_c_p1d": -0.005785451740996206, "ret_p1w": 0.07926087063517206, "ret_signed_p1w": 0.07926087063517206, "alpha_spy_p1w": 0.07090438621140449, "alpha_c_p1w": 0.07090438621140449, "bench_spy_p1w": 0.008356484423767574, "bench_c_p1w": 0.008356484423767574, "ret_p1m": 0.15811649731212074, "ret_signed_p1m": 0.15811649731212074, "alpha_spy_p1m": 0.12806517088917935, "alpha_c_p1m": 0.12806517088917935, "bench_spy_p1m": 0.030051326422941393, "bench_c_p1m": 0.030051326422941393, "ret_p3m": 0.286490041967544, "ret_signed_p3m": 0.286490041967544, "alpha_spy_p3m": 0.191644943650358, "alpha_c_p3m": 0.191644943650358, "bench_spy_p3m": 0.09484509831718602, "bench_c_p3m": 0.09484509831718602, "ret_p6m": 0.34062727115000624, "ret_signed_p6m": 0.34062727115000624, "alpha_spy_p6m": 0.21327990553713905, "alpha_c_p6m": 0.21327990553713905, "bench_spy_p6m": 0.1273473656128672, "bench_c_p6m": 0.1273473656128672, "ret_p1y": 0.08379930617584619, "ret_signed_p1y": 0.08379930617584619, "alpha_spy_p1y": -0.19632693366477416, "alpha_c_p1y": -0.19632693366477416, "bench_spy_p1y": 0.28012623984062035, "bench_c_p1y": 0.28012623984062035, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.15811649731212074, "alpha_spy_stated": 0.12806517088917935, "alpha_c_stated": 0.12806517088917935, "price_path": [-0.313, -0.3118, -0.3239, -0.316, -0.2696, -0.3479, -0.3119, -0.381, -0.3675, -0.3221, -0.3547, -0.3011, -0.2921, -0.3201, -0.3022, -0.2918, -0.2628, -0.2159, -0.2179, -0.2521, -0.2699, -0.3042, -0.316, -0.3137, -0.2913, -0.3225, -0.4002, -0.3692, -0.3734, -0.2543, -0.282, -0.2824, -0.2494, -0.2025, -0.2486, -0.24, -0.24, -0.2641, -0.2383, -0.1829, -0.1265, -0.086, -0.0708, -0.0592, -0.0401, -0.0583, 0.0072, 0.0031, -0.1178, -0.1046, -0.0344, -0.0494, -0.04, 0.0382, 0.055, 0.0383, 0.0497, 0.0238, 0.0178, -0.0228, -0.0089, -0.0006, -0.0006, 0.0, 0.003, -0.0087, 0.068, 0.0701, 0.0793, 0.0537, -0.0282, 0.0351, 0.0703, 0.0763, 0.1054, 0.0956, 0.1135, 0.146, 0.12, 0.1343, 0.1343, 0.1127, 0.134, 0.1608, 0.1581, 0.1691, 0.0596, 0.1048, 0.0591, 0.0708, 0.0889, 0.0889, 0.1275, 0.1323, 0.16, 0.1549, 0.1516, 0.2088, 0.2041, 0.223, 0.248, 0.2442, 0.2302, 0.2081, 0.2532, 0.255, 0.287, 0.2795, 0.2662, 0.2854, 0.2833, 0.2503, 0.3021, 0.4042, 0.4551, 0.4766, 0.5152, 0.4805, 0.5153, 0.4942, 0.4671, 0.4359, 0.4104, 0.2785, 0.2644, 0.2657, 0.2865, 0.2738, 0.3038, 0.2701, 0.2815, 0.27, 0.27, 0.2731, 0.2554, 0.2654, 0.2409, 0.2651, 0.3158, 0.3513, 0.332, 0.3893, 0.3876, 0.3799, 0.3642, 0.4342, 0.4782, 0.4534, 0.4795, 0.4552, 0.4517, 0.4391, 0.4496, 0.4784, 0.4989, 0.5159, 0.4026, 0.455, 0.4764, 0.4876, 0.5031, 0.4218, 0.4362, 0.4567, 0.4557, 0.4436, 0.4438, 0.4717, 0.471, 0.4222, 0.4627, 0.4963, 0.5332, 0.5366, 0.6112, 0.5767, 0.6247, 0.6791, 0.5458, 0.5228, 0.4187, 0.442, 0.5691, 0.5476, 0.4926, 0.3951, 0.4102, 0.3879, 0.3561, 0.3406]}
{"unit_id": "thread:1902862883060584816", "ticker_idx": 0, "ts": "2025-03-20T23:20:39+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "decent setup for next few quarters", "tweet_type": "analysis", "timeline": "quarters", "summary": "Bullish MU: double beat, raised guidance, 50% HBM sales increase, DRAM/NAND bottom signals — decent setup ahead.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "self_thread", "lang": "en", "tweet_text": "Honestly, I think market stopped caring about the AI even thought it's full on its course to change the world.\n\nIt will take some time for the market to \"re-care\" about the AI again. Something else is occupying their heads right now. We all know what that is. April 2nd.\n\n---\n\nMicron had a double beat, raised guidance, 50% increase in HBM sales, sequentially. Signs of DRAM/NAND bottom. It's a decent setup for next few quarters.\n\nAH reaction is timid.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.08741547379583592, "ret_signed_m1d": 0.08741547379583592, "alpha_spy_m1d": 0.08774514721283289, "alpha_c_m1d": 0.07727181129342009, "bench_spy_m1d": -0.0003296734169969673, "bench_c_m1d": 0.010143662502415829, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.023437455156434917, "ret_signed_p1d": 0.023437455156434917, "alpha_spy_p1d": 0.005528967404833995, "alpha_c_p1d": -0.0026335920205369234, "bench_spy_p1d": 0.01790848775160092, "bench_c_p1d": 0.02607104717697184, "ret_p1w": -0.06630068793212018, "ret_signed_p1w": -0.06630068793212018, "alpha_spy_p1w": -0.05154835124557067, "alpha_c_p1w": -0.010243329707982252, "bench_spy_p1w": -0.014752336686549516, "bench_c_p1w": -0.05605735822413793, "ret_p1m": -0.29447954139044374, "ret_signed_p1m": -0.29447954139044374, "alpha_spy_p1m": -0.20564654797337656, "alpha_c_p1m": -0.13013372719874094, "bench_spy_p1m": -0.08883299341706719, "bench_c_p1m": -0.1643458141917028, "ret_p3m": 0.2877808273310831, "ret_signed_p3m": 0.2877808273310831, "alpha_spy_p3m": 0.22845245241470868, "alpha_c_p3m": 0.1195200216590544, "bench_spy_p3m": 0.05932837491637444, "bench_c_p3m": 0.16826080567202872, "ret_p6m": 0.6693846397748506, "ret_signed_p6m": 0.6693846397748506, "alpha_spy_p6m": 0.494052595869902, "alpha_c_p6m": 0.3027876458966767, "bench_spy_p6m": 0.1753320439049486, "bench_c_p6m": 0.3665969938781739, "ret_p1y": 3.269753663661156, "ret_signed_p1y": 3.269753663661156, "alpha_spy_p1y": 3.0585806101390496, "alpha_c_p1y": 2.4965352534292116, "bench_spy_p1y": 0.21117305352210614, "bench_c_p1y": 0.7732184102319442, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": 0.2877808273310831, "alpha_spy_stated": 0.22845245241470868, "alpha_c_stated": 0.1195200216590544, "price_path": [-0.0587, -0.0587, -0.053, -0.0655, -0.0993, -0.1115, -0.1115, -0.078, -0.0512, 0.0479, 0.0759, 0.0495, 0.0495, 0.0488, 0.0036, 0.0279, 0.0894, 0.0832, 0.1164, 0.1164, 0.1548, 0.1532, 0.1068, 0.0894, -0.0381, -0.0683, -0.0603, -0.0234, -0.0367, -0.0507, -0.0429, -0.0118, -0.0019, -0.0255, 0.0128, -0.0068, -0.0321, 0.0099, 0.0507, 0.0507, 0.1274, 0.1018, 0.0893, 0.0435, 0.0073, -0.0158, 0.0316, -0.0306, -0.0115, -0.0441, -0.0372, -0.004, -0.0575, -0.0186, -0.0807, -0.0599, 0.0097, 0.0017, 0.0641, 0.0886, 0.0739, 0.0775, 0.0874, 0.0, 0.0234, -0.0057, -0.0273, -0.0376, -0.0663, -0.0815, -0.0622, -0.0634, -0.2141, -0.3158, -0.2772, -0.3072, -0.1768, -0.2595, -0.2648, -0.2492, -0.249, -0.2671, -0.2727, -0.2727, -0.2945, -0.2578, -0.229, -0.1816, -0.1566, -0.1695, -0.1873, -0.1865, -0.1779, -0.1467, -0.1499, -0.1489, -0.1266, -0.0999, -0.0924, -0.0244, 0.0247, 0.0076, 0.009, 0.036, 0.0428, 0.037, 0.0131, 0.0025, -0.013, -0.013, 0.0189, 0.0167, 0.0233, -0.0014, 0.0379, 0.0809, 0.0915, 0.1236, 0.1476, 0.1729, 0.2066, 0.2266, 0.2282, 0.222, 0.2668, 0.2721, 0.2878, 0.2878, 0.3066, 0.2905, 0.3522, 0.3452, 0.332, 0.3189, 0.3029, 0.2779, 0.2869, 0.2927, 0.2927, 0.2689, 0.3165, 0.2934, 0.3026, 0.3177, 0.255, 0.2709, 0.232, 0.1984, 0.2104, 0.1981, 0.1557, 0.1621, 0.1822, 0.1773, 0.1772, 0.1847, 0.2141, 0.1548, 0.1097, 0.1403, 0.154, 0.151, 0.1837, 0.258, 0.3091, 0.3517, 0.3149, 0.3257, 0.2789, 0.3073, 0.2914, 0.2402, 0.2252, 0.2452, 0.2319, 0.2327, 0.2459, 0.2909, 0.2593, 0.2593, 0.2537, 0.2562, 0.3143, 0.39, 0.391, 0.431, 0.4814, 0.5932, 0.6637, 0.6694]}
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{"unit_id": "reply:1920520874714706420", "ticker_idx": 0, "ts": "2025-05-08T16:47:12+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I added shares yesterday", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Long PLTR; added shares after earnings support, fundamentals and technicals aligned.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@bliblubb8976 @JackPrescottX @jetsrtinvest @amitisinvesting @fitz_keith @GarciaCap @arny_trezzi I am factoring the exceptional earnings and fundamentals into the technicals. $PLTR found support immediately right after earnings and today it's leading the market again. I added shares yesterday.", "reply_text": null, "parent_text": "@JackPrescottX @jetsrtinvest @amitisinvesting @fitz_keith @TradexWhisperer @GarciaCap @arny_trezzi Ah, could be. Was a Quick Look from my side - impressive if its correct and I believe they will proceed this way", "quoted_text": null, "parent_author": "bliblubb8976", "ret_m1d": -0.07276540543780208, "ret_signed_m1d": -0.07276540543780208, "alpha_spy_m1d": -0.06584596617406169, "alpha_c_m1d": -0.06584596617406169, "bench_spy_m1d": -0.00691943926374039, "bench_c_m1d": -0.00691943926374039, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.015526634078299018, "ret_signed_p1d": -0.015526634078299018, "alpha_spy_p1d": -0.014252631797559978, "alpha_c_p1d": -0.014252631797559978, "bench_spy_p1d": -0.0012740022807390394, "bench_c_p1d": -0.0012740022807390394, "ret_p1w": 0.07528320164864066, "ret_signed_p1w": 0.07528320164864066, "alpha_spy_p1w": 0.030332203800675916, "alpha_c_p1w": 0.030332203800675916, "bench_spy_p1w": 0.044950997847964747, "bench_c_p1w": 0.044950997847964747, "ret_p1m": 0.07192614003418907, "ret_signed_p1m": 0.07192614003418907, "alpha_spy_p1m": 0.011613945397398018, "alpha_c_p1m": 0.011613945397398018, "bench_spy_p1m": 0.06031219463679105, "bench_c_p1m": 0.06031219463679105, "ret_p3m": 0.4542173902937583, "ret_signed_p3m": 0.4542173902937583, "alpha_spy_p3m": 0.3395988083499777, "alpha_c_p3m": 0.3395988083499777, "bench_spy_p3m": 0.1146185819437806, "bench_c_p3m": 0.1146185819437806, "ret_p6m": 0.6825010377961416, "ret_signed_p6m": 0.6825010377961416, "alpha_spy_p6m": 0.4685184930842039, "alpha_c_p6m": 0.4685184930842039, "bench_spy_p6m": 0.21398254471193767, "bench_c_p6m": 0.21398254471193767, "ret_p1y": 0.20100716970981214, "ret_signed_p1y": 0.20100716970981214, "alpha_spy_p1y": -0.07915492465310847, "alpha_c_p1y": -0.07915492465310847, "bench_spy_p1y": 0.2801620943629206, "bench_c_p1y": 0.2801620943629206, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.07192614003418907, "alpha_spy_stated": 0.011613945397398018, "alpha_c_stated": 0.011613945397398018, "price_path": [-0.021, -0.0548, -0.0148, -0.0104, 0.0001, 0.0001, 0.0459, -0.0595, -0.1081, -0.1494, -0.2389, -0.2628, -0.2504, -0.2885, -0.2873, -0.2999, -0.2916, -0.2436, -0.3247, -0.2874, -0.359, -0.3449, -0.2979, -0.3318, -0.2762, -0.2669, -0.2959, -0.2774, -0.2666, -0.2366, -0.188, -0.1901, -0.2255, -0.2439, -0.2795, -0.2916, -0.2893, -0.2661, -0.2984, -0.3789, -0.3467, -0.3511, -0.2278, -0.2565, -0.2568, -0.2227, -0.1742, -0.2219, -0.2129, -0.2129, -0.2379, -0.2112, -0.1538, -0.0954, -0.0535, -0.0378, -0.0258, -0.006, -0.0248, 0.0431, 0.0388, -0.0864, -0.0728, 0.0, -0.0155, -0.0058, 0.0751, 0.0926, 0.0753, 0.087, 0.0603, 0.054, 0.012, 0.0264, 0.0349, 0.0349, 0.0356, 0.0387, 0.0266, 0.106, 0.1082, 0.1177, 0.0911, 0.0064, 0.0719, 0.1084, 0.1146, 0.1447, 0.1346, 0.1532, 0.1868, 0.1599, 0.1747, 0.1747, 0.1523, 0.1743, 0.2021, 0.1993, 0.2107, 0.0973, 0.1441, 0.0968, 0.1089, 0.1277, 0.1277, 0.1676, 0.1726, 0.2013, 0.196, 0.1926, 0.2518, 0.247, 0.2666, 0.2924, 0.2885, 0.2739, 0.2511, 0.2978, 0.2997, 0.3328, 0.3251, 0.3113, 0.3312, 0.329, 0.2948, 0.3484, 0.4542, 0.5068, 0.5292, 0.5691, 0.5332, 0.5692, 0.5474, 0.5193, 0.4869, 0.4606, 0.324, 0.3094, 0.3108, 0.3323, 0.3191, 0.3501, 0.3153, 0.3271, 0.3152, 0.3152, 0.3184, 0.3, 0.3104, 0.285, 0.3101, 0.3627, 0.3994, 0.3794, 0.4388, 0.4369, 0.429, 0.4128, 0.4853, 0.5308, 0.5051, 0.5321, 0.507, 0.5033, 0.4903, 0.5011, 0.531, 0.5522, 0.5699, 0.4525, 0.5068, 0.5289, 0.5406, 0.5566, 0.4724, 0.4873, 0.5085, 0.5075, 0.4949, 0.4952, 0.524, 0.5234, 0.4728, 0.5147, 0.5496, 0.5877, 0.5913, 0.6686, 0.6328, 0.6825]}
{"unit_id": "quote:1909240712757195137", "ticker_idx": 0, "ts": "2025-04-07T13:43:52+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU Bargain of the Century", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Strong long MU: calls it 'Bargain of the Century' on cheap valuation, 50% HBM growth, and surging DRAM/NAND prices.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "reply_text": null, "parent_text": null, "quoted_text": "Here's the P/E and P/S Ratio of $MU that enables AI GPUs with super fast High Bandwith Memory Cubes. Their HBM sales grew 50% sequentially and DRAM/NAND prices have bottomed. Micron intends to take at least 27% of the whole HBM market.\n\nForward P/E ratio: 10.41\nForward P/S ratio https://t.co/TSLBx04ENf", "parent_author": null, "ret_m1d": -0.053386053726657945, "ret_signed_m1d": -0.053386053726657945, "alpha_spy_m1d": -0.055170359116099466, "alpha_c_m1d": -0.031211914582163325, "bench_spy_m1d": 0.0017843053894415206, "bench_c_m1d": -0.02217413914449462, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04139242151616651, "ret_signed_p1d": -0.04139242151616651, "alpha_spy_p1d": -0.025729605842871206, "alpha_c_p1d": -0.014621186572642442, "bench_spy_p1d": -0.015662815673295305, "bench_c_p1d": -0.02677123494352407, "ret_p1w": 0.03875964569998591, "ret_signed_p1w": 0.03875964569998591, "alpha_spy_p1w": -0.030117021130911414, "alpha_c_p1w": -0.051613564008807566, "bench_spy_p1w": 0.06887666683089733, "bench_c_p1w": 0.09037320970879348, "ret_p1m": 0.1775632064182593, "ret_signed_p1m": 0.1775632064182593, "alpha_spy_p1m": 0.06966828857478213, "alpha_c_p1m": 0.011581582880943353, "bench_spy_p1m": 0.10789491784347716, "bench_c_p1m": 0.16598162353731594, "ret_p3m": 0.7886499700111655, "ret_signed_p3m": 0.7886499700111655, "alpha_spy_p3m": 0.5451655132125424, "alpha_c_p3m": 0.25473967285763477, "bench_spy_p3m": 0.24348445679862318, "bench_c_p3m": 0.5339102971535308, "ret_p6m": 1.4495756932275348, "ret_signed_p6m": 1.4495756932275348, "alpha_spy_p6m": 1.1212087103074992, "alpha_c_p6m": 0.684513588187625, "bench_spy_p6m": 0.3283669829200355, "bench_c_p6m": 0.7650621050399098, "ret_p1y": 4.59958675587478, "ret_signed_p1y": 4.59958675587478, "alpha_spy_p1y": 4.282426150780444, "alpha_c_p1y": 3.4348404781788364, "bench_spy_p1y": 0.31716060509433586, "bench_c_p1y": 1.1647462776959436, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.1775632064182593, "alpha_spy_stated": 0.06966828857478213, "alpha_c_stated": 0.011581582880943353, "price_path": [0.4521, 0.4521, 0.4511, 0.3886, 0.4222, 0.5073, 0.4987, 0.5447, 0.5447, 0.5977, 0.5956, 0.5314, 0.5073, 0.3309, 0.2891, 0.3002, 0.3512, 0.3328, 0.3135, 0.3243, 0.3672, 0.381, 0.3483, 0.4013, 0.3743, 0.3392, 0.3973, 0.4537, 0.4537, 0.5599, 0.5244, 0.5072, 0.4438, 0.3937, 0.3617, 0.4273, 0.3412, 0.3677, 0.3225, 0.3322, 0.3781, 0.304, 0.3579, 0.272, 0.3008, 0.397, 0.3859, 0.4723, 0.5062, 0.4859, 0.4908, 0.5045, 0.3836, 0.416, 0.3757, 0.3458, 0.3316, 0.2919, 0.2709, 0.2975, 0.2959, 0.0873, -0.0534, 0.0, -0.0414, 0.1389, 0.0246, 0.0173, 0.0388, 0.0391, 0.014, 0.0063, 0.0063, -0.0238, 0.0269, 0.0667, 0.1324, 0.1669, 0.149, 0.1245, 0.1255, 0.1375, 0.1806, 0.1762, 0.1776, 0.2084, 0.2454, 0.2558, 0.3499, 0.4177, 0.3942, 0.3961, 0.4334, 0.4429, 0.4348, 0.4018, 0.387, 0.3657, 0.3657, 0.4097, 0.4068, 0.4158, 0.3816, 0.436, 0.4955, 0.5102, 0.5546, 0.5878, 0.6228, 0.6694, 0.6971, 0.6993, 0.6908, 0.7528, 0.7601, 0.7818, 0.7818, 0.8078, 0.7856, 0.8708, 0.8612, 0.8429, 0.8248, 0.8027, 0.7682, 0.7806, 0.7886, 0.7886, 0.7556, 0.8215, 0.7896, 0.8023, 0.8231, 0.7365, 0.7584, 0.7045, 0.6581, 0.6747, 0.6577, 0.599, 0.6079, 0.6357, 0.6289, 0.6287, 0.6391, 0.6798, 0.5978, 0.5355, 0.5778, 0.5966, 0.5925, 0.6378, 0.7406, 0.8113, 0.8703, 0.8193, 0.8343, 0.7695, 0.8088, 0.7868, 0.716, 0.6952, 0.7228, 0.7044, 0.7056, 0.7239, 0.7861, 0.7423, 0.7423, 0.7346, 0.7381, 0.8184, 0.9233, 0.9246, 0.9799, 1.0496, 1.2044, 1.3019, 1.3098, 1.3251, 1.3423, 1.4726, 1.3824, 1.41, 1.4363, 1.3674, 1.296, 1.3024, 1.3995, 1.4496]}
{"unit_id": "quote:1914862933869519079", "ticker_idx": 0, "ts": "2025-04-23T02:04:34+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Bargain of the Century", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Endorses MU as the Bargain of the Century, reinforced by 2.40x forward P/S vs NVDA's 18.42x; decisively bullish.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "Forward P/S ratio for $MU is 2.40\nForward P/S ratio for $NVDA is 18.42\n\nBargain of the Century", "reply_text": null, "parent_text": null, "quoted_text": "$MU: $75B Market Cap, $8.1B revenue last qtr\n$AMD: $138B Market Cap, $7.8B revenue last qtr\n$PLTR: $213B Market Cap, $0.8B revenue last qtr\n\nYou can't undo what you've seen.\nMicron is the Bargain of the Century.", "parent_author": null, "ret_m1d": -0.037295982542413175, "ret_signed_m1d": -0.037295982542413175, "alpha_spy_m1d": -0.022036948298250314, "alpha_c_m1d": -0.0020538609495024396, "bench_spy_m1d": -0.015259034244162861, "bench_c_m1d": -0.035242121592910736, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.06156578237473731, "ret_signed_p1d": 0.06156578237473731, "alpha_spy_p1d": 0.040516869424868984, "alpha_c_p1d": 0.010990152513856488, "bench_spy_p1d": 0.021048912949868326, "bench_c_p1d": 0.05057562986088082, "ret_p1w": 0.05512121896908173, "ret_signed_p1w": 0.05512121896908173, "alpha_spy_p1w": 0.019411032881691215, "alpha_c_p1w": -0.0070676596511611844, "bench_spy_p1w": 0.035710186087390516, "bench_c_p1w": 0.062188878620242916, "ret_p1m": 0.3002879012778077, "ret_signed_p1m": 0.3002879012778077, "alpha_spy_p1m": 0.21125502002419028, "alpha_c_p1m": 0.08963992234999285, "bench_spy_p1m": 0.08903288125361741, "bench_c_p1m": 0.21064797892781484, "ret_p3m": 0.5540461113927846, "ret_signed_p3m": 0.5540461113927846, "alpha_spy_p3m": 0.3762251870259219, "alpha_c_p3m": 0.09353637443343077, "bench_spy_p3m": 0.1778209243668627, "bench_c_p3m": 0.4605097369593538, "ret_p6m": 1.7814008748717396, "ret_signed_p6m": 1.7814008748717396, "alpha_spy_p6m": 1.5404497422757029, "alpha_c_p6m": 1.0554948763322642, "bench_spy_p6m": 0.24095113259603673, "bench_c_p6m": 0.7259059985394754, "ret_p1y": 4.780840801761278, "ret_signed_p1y": 4.780840801761278, "alpha_spy_p1y": 4.497270839725061, "alpha_c_p1y": 3.5776364198794792, "bench_spy_p1y": 0.2835699620362164, "bench_c_p1y": 1.203204381881799, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.3002879012778077, "alpha_spy_stated": 0.21125502002419028, "alpha_c_stated": 0.08963992234999285, "price_path": [0.4131, 0.2477, 0.2085, 0.2189, 0.2667, 0.2494, 0.2314, 0.2415, 0.2818, 0.2946, 0.264, 0.3137, 0.2883, 0.2555, 0.31, 0.3628, 0.3628, 0.4624, 0.4291, 0.4129, 0.3535, 0.3065, 0.2765, 0.338, 0.2574, 0.2822, 0.2399, 0.2489, 0.2919, 0.2225, 0.273, 0.1925, 0.2194, 0.3097, 0.2993, 0.3802, 0.412, 0.3929, 0.3976, 0.4105, 0.2971, 0.3275, 0.2897, 0.2616, 0.2483, 0.2111, 0.1914, 0.2164, 0.2149, 0.0193, -0.1126, -0.0625, -0.1013, 0.0677, -0.0395, -0.0463, -0.0262, -0.0259, -0.0494, -0.0566, -0.0566, -0.0849, -0.0373, 0.0, 0.0616, 0.0939, 0.0772, 0.0542, 0.0551, 0.0664, 0.1068, 0.1027, 0.1039, 0.1329, 0.1676, 0.1773, 0.2655, 0.3291, 0.307, 0.3088, 0.3438, 0.3527, 0.3451, 0.3141, 0.3003, 0.2803, 0.2803, 0.3215, 0.3188, 0.3273, 0.2952, 0.3462, 0.402, 0.4157, 0.4574, 0.4886, 0.5213, 0.5651, 0.591, 0.593, 0.5851, 0.6432, 0.6501, 0.6704, 0.6704, 0.6948, 0.6739, 0.7539, 0.7448, 0.7277, 0.7107, 0.69, 0.6576, 0.6693, 0.6768, 0.6768, 0.6459, 0.7076, 0.6777, 0.6896, 0.7091, 0.6279, 0.6485, 0.598, 0.5545, 0.57, 0.554, 0.499, 0.5074, 0.5335, 0.527, 0.5269, 0.5366, 0.5748, 0.4979, 0.4394, 0.4791, 0.4968, 0.493, 0.5354, 0.6317, 0.698, 0.7533, 0.7056, 0.7196, 0.6589, 0.6957, 0.6751, 0.6087, 0.5892, 0.6151, 0.5978, 0.5989, 0.6161, 0.6744, 0.6334, 0.6334, 0.6261, 0.6294, 0.7047, 0.803, 0.8042, 0.8561, 0.9215, 1.0665, 1.1579, 1.1653, 1.1798, 1.1958, 1.318, 1.2334, 1.2594, 1.2839, 1.2194, 1.1524, 1.1585, 1.2495, 1.2964, 1.5, 1.5219, 1.5795, 1.6225, 1.5501, 1.6991, 1.6413, 1.494, 1.6474, 1.5689, 1.636, 1.7814]}
{"unit_id": "reply:1919076626693771319", "ticker_idx": 0, "ts": "2025-05-04T17:08:17+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I think Ontology will allow Palantir to grow faster than other companies", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish Palantir; Ontology platform enables faster growth than peers.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@BuyZecNeverSell It's going to be far out there in the timeline to conquer all that TAM but I think Ontology will allow Palantir to grow faster than other companies.", "reply_text": null, "parent_text": "@TradexWhisperer Considering how TAM has been historically underestimated for new technologies I'm betting this too is underestimated", "quoted_text": null, "parent_author": "BuyZecNeverSell", "ret_m1d": 0.004120563545793932, "ret_signed_m1d": 0.004120563545793932, "alpha_spy_m1d": -0.0016469438486645949, "alpha_c_m1d": -0.0016469438486645949, "bench_spy_m1d": 0.0057675073944585264, "bench_c_m1d": 0.0057675073944585264, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.1204653505462473, "ret_signed_p1d": -0.1204653505462473, "alpha_spy_p1d": -0.11210724270605088, "alpha_c_p1d": -0.11210724270605088, "bench_spy_p1d": -0.008358107840196416, "bench_c_p1d": -0.008358107840196416, "ret_p1w": -0.04290213866537429, "ret_signed_p1w": -0.04290213866537429, "alpha_spy_p1w": -0.07747137637795287, "alpha_c_p1w": -0.07747137637795287, "bench_spy_p1w": 0.03456923771257858, "bench_c_p1w": 0.03456923771257858, "ret_p1m": 0.07594733603319925, "ret_signed_p1m": 0.07594733603319925, "alpha_spy_p1m": 0.01813101252644933, "alpha_c_p1m": 0.01813101252644933, "bench_spy_p1m": 0.05781632350674992, "bench_c_p1m": 0.05781632350674992, "ret_p3m": 0.27938927363933463, "ret_signed_p3m": 0.27938927363933463, "alpha_spy_p3m": 0.15438934228706125, "alpha_c_p3m": 0.15438934228706125, "bench_spy_p3m": 0.12499993135227339, "bench_c_p3m": 0.12499993135227339, "ret_p6m": 0.5318737274453744, "ret_signed_p6m": 0.5318737274453744, "alpha_spy_p6m": 0.3056280650206247, "alpha_c_p6m": 0.3056280650206247, "bench_spy_p6m": 0.22624566242474975, "bench_c_p6m": 0.22624566242474975, "ret_p1y": 0.2330936354253934, "ret_signed_p1y": 0.2330936354253934, "alpha_spy_p1y": -0.043482013875009384, "alpha_c_p1y": -0.043482013875009384, "bench_spy_p1y": 0.2765756493004028, "bench_c_p1y": 0.2765756493004028, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.07594733603319925, "alpha_spy_stated": 0.01813101252644933, "alpha_c_stated": 0.01813101252644933, "price_path": [-0.1811, -0.1009, -0.1044, -0.0575, -0.0901, -0.0515, -0.0473, -0.0372, -0.0372, 0.0069, -0.0946, -0.1414, -0.1811, -0.2674, -0.2903, -0.2784, -0.3151, -0.3139, -0.326, -0.3181, -0.2718, -0.3499, -0.314, -0.3829, -0.3694, -0.3241, -0.3567, -0.3032, -0.2943, -0.3222, -0.3044, -0.2939, -0.2651, -0.2183, -0.2203, -0.2544, -0.2721, -0.3064, -0.3181, -0.3158, -0.2934, -0.3246, -0.402, -0.3711, -0.3753, -0.2566, -0.2842, -0.2846, -0.2517, -0.205, -0.2509, -0.2423, -0.2423, -0.2664, -0.2406, -0.1854, -0.1292, -0.0888, -0.0737, -0.0621, -0.0431, -0.0612, 0.0041, 0.0, -0.1205, -0.1074, -0.0373, -0.0523, -0.0429, 0.035, 0.0518, 0.0351, 0.0465, 0.0207, 0.0147, -0.0258, -0.012, -0.0037, -0.0037, -0.0031, -0.0001, -0.0117, 0.0647, 0.0668, 0.0759, 0.0504, -0.0312, 0.0319, 0.067, 0.073, 0.102, 0.0923, 0.1101, 0.1425, 0.1166, 0.1308, 0.1308, 0.1093, 0.1305, 0.1572, 0.1546, 0.1655, 0.0563, 0.1014, 0.0558, 0.0675, 0.0856, 0.0856, 0.124, 0.1288, 0.1564, 0.1513, 0.1481, 0.2051, 0.2005, 0.2193, 0.2442, 0.2404, 0.2264, 0.2044, 0.2493, 0.2512, 0.283, 0.2756, 0.2623, 0.2815, 0.2794, 0.2464, 0.2981, 0.3999, 0.4506, 0.4721, 0.5105, 0.476, 0.5106, 0.4896, 0.4626, 0.4314, 0.4061, 0.2745, 0.2605, 0.2619, 0.2825, 0.2699, 0.2997, 0.2662, 0.2775, 0.2661, 0.2661, 0.2692, 0.2515, 0.2615, 0.2371, 0.2612, 0.3118, 0.3472, 0.3279, 0.3851, 0.3833, 0.3756, 0.36, 0.4298, 0.4736, 0.4489, 0.4749, 0.4508, 0.4472, 0.4347, 0.4451, 0.4739, 0.4943, 0.5113, 0.3983, 0.4505, 0.4718, 0.4831, 0.4985, 0.4175, 0.4318, 0.4522, 0.4512, 0.4391, 0.4394, 0.4672, 0.4665, 0.4179, 0.4582, 0.4917, 0.5285, 0.5319]}
{"unit_id": "quote:1923649692250112001", "ticker_idx": 0, "ts": "2025-05-17T08:00:00+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I am pretty sure this is a typo. I think he meant $125", "tweet_type": "sarcasm", "timeline": "months", "summary": "Bullish PLTR; sarcastically dismisses $25 target as a typo, implying $125 is the right level.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "$PLTR I am pretty sure this is a typo. I think he meant $125", "reply_text": null, "parent_text": null, "quoted_text": "@TradexWhisperer Regardless.  Will buy $PLTR again when it hits 25 by next year", "parent_author": null, "ret_m1d": 0.02525134485213054, "ret_signed_m1d": 0.02525134485213054, "alpha_spy_m1d": 0.026344073296834192, "alpha_c_m1d": 0.026344073296834192, "bench_spy_m1d": -0.00109272844470365, "bench_c_m1d": -0.00109272844470365, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.005857717742723478, "ret_signed_p1d": -0.005857717742723478, "alpha_spy_p1d": -0.0024954603667804998, "alpha_c_p1d": -0.0024954603667804998, "bench_spy_p1d": -0.0033622573759429786, "bench_c_p1d": -0.0033622573759429786, "ret_p1w": -0.023905677421739324, "ret_signed_p1w": -0.023905677421739324, "alpha_spy_p1w": 0.0025547491502283526, "alpha_c_p1w": 0.0025547491502283526, "bench_spy_p1w": -0.026460426571967677, "bench_c_p1w": -0.026460426571967677, "ret_p1m": 0.0939602227906371, "ret_signed_p1m": 0.0939602227906371, "alpha_spy_p1m": 0.08945487698453647, "alpha_c_p1m": 0.08945487698453647, "bench_spy_p1m": 0.004505345806100625, "bench_c_p1m": 0.004505345806100625, "ret_p3m": 0.4329138102486929, "ret_signed_p3m": 0.4329138102486929, "alpha_spy_p3m": 0.3454856499645127, "alpha_c_p3m": 0.3454856499645127, "bench_spy_p3m": 0.08742816028418021, "bench_c_p3m": 0.08742816028418021, "ret_p6m": 0.5115966432838681, "ret_signed_p6m": 0.5115966432838681, "alpha_spy_p6m": 0.35682095071701236, "alpha_c_p6m": 0.35682095071701236, "bench_spy_p6m": 0.15477569256685575, "bench_c_p6m": 0.15477569256685575, "ret_p1y": 0.059051621522610453, "ret_signed_p1y": 0.059051621522610453, "alpha_spy_p1y": -0.18872897542010136, "alpha_c_p1y": -0.18872897542010136, "bench_spy_p1y": 0.24778059694271182, "bench_c_p1y": 0.24778059694271182, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.0939602227906371, "alpha_spy_stated": 0.08945487698453647, "alpha_c_stated": 0.08945487698453647, "price_path": [-0.113, -0.1588, -0.1977, -0.2822, -0.3047, -0.293, -0.329, -0.3278, -0.3397, -0.3319, -0.2866, -0.3631, -0.3279, -0.3954, -0.3822, -0.3378, -0.3697, -0.3173, -0.3086, -0.3359, -0.3185, -0.3082, -0.28, -0.2341, -0.2361, -0.2695, -0.2869, -0.3204, -0.3319, -0.3297, -0.3078, -0.3382, -0.4142, -0.3838, -0.388, -0.2717, -0.2987, -0.2991, -0.2668, -0.2211, -0.2661, -0.2577, -0.2577, -0.2812, -0.256, -0.2019, -0.1468, -0.1073, -0.0925, -0.0811, -0.0625, -0.0802, -0.0162, -0.0203, -0.1383, -0.1255, -0.0568, -0.0715, -0.0623, 0.014, 0.0305, 0.0142, 0.0253, 0.0, -0.0059, -0.0455, -0.032, -0.0239, -0.0239, -0.0233, -0.0203, -0.0317, 0.0431, 0.0452, 0.0541, 0.0291, -0.0508, 0.011, 0.0454, 0.0513, 0.0796, 0.0701, 0.0876, 0.1194, 0.094, 0.1079, 0.1079, 0.0868, 0.1076, 0.1338, 0.1312, 0.1419, 0.0349, 0.0791, 0.0344, 0.0458, 0.0636, 0.0636, 0.1012, 0.1059, 0.133, 0.128, 0.1248, 0.1806, 0.1761, 0.1946, 0.219, 0.2152, 0.2015, 0.18, 0.224, 0.2258, 0.257, 0.2497, 0.2368, 0.2555, 0.2535, 0.2212, 0.2717, 0.3716, 0.4212, 0.4423, 0.4799, 0.4461, 0.48, 0.4594, 0.4329, 0.4024, 0.3776, 0.2487, 0.2349, 0.2363, 0.2566, 0.2441, 0.2734, 0.2406, 0.2516, 0.2405, 0.2405, 0.2435, 0.2262, 0.236, 0.212, 0.2357, 0.2852, 0.3199, 0.301, 0.357, 0.3553, 0.3477, 0.3325, 0.4009, 0.4438, 0.4195, 0.445, 0.4214, 0.4179, 0.4056, 0.4158, 0.444, 0.464, 0.4806, 0.37, 0.4211, 0.442, 0.453, 0.4681, 0.3887, 0.4028, 0.4228, 0.4218, 0.41, 0.4102, 0.4374, 0.4368, 0.3891, 0.4286, 0.4615, 0.4975, 0.5008, 0.5737, 0.54, 0.5869, 0.64, 0.5099, 0.4874, 0.3857, 0.4085, 0.5326, 0.5116]}
{"unit_id": "reply:1921743758535577734", "ticker_idx": 0, "ts": "2025-05-12T01:46:30+00:00", "symbol": "QQQ", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "DOLLAR gains from $QQQ will be the highest tomorrow because I am leveraged. It is the easiest to hold in big sizing", "tweet_type": "prediction", "timeline": "days", "summary": "Leveraged long QQQ; expects highest dollar gains tomorrow, views it as the easiest large-size hold on US tech growth.", "resolved_tickers": ["QQQ"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "reply_other", "lang": "en", "tweet_text": "@darealcraigster And naturally the DOLLAR gains from $QQQ will be the highest (not the %) tomorrow because I am leveraged. It is the easiest to hold in big sizing (regardless of timeframe), well diversified in the tech. Tech will only grow in US.", "reply_text": null, "parent_text": "@TradexWhisperer Appreciated 😊. Sometimes I feel I'm a little too diversified and tinker with condensing my portfolio. But then I hate missing g an opportunity at the same time with other stocks. My dilemma....", "quoted_text": null, "parent_author": "darealcraigster", "ret_m1d": -0.03914546712103317, "ret_signed_m1d": -0.03914546712103317, "alpha_spy_m1d": -0.007155338885974194, "alpha_c_m1d": -0.007155338885974194, "bench_spy_m1d": -0.03199012823505898, "bench_c_m1d": -0.03199012823505898, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.015240871514196508, "ret_signed_p1d": 0.015240871514196508, "alpha_spy_p1d": 0.008637010692662761, "alpha_c_p1d": 0.008637010692662761, "bench_spy_p1d": 0.006603860821533747, "bench_c_p1d": 0.006603860821533747, "ret_p1w": 0.02788219661309399, "ret_signed_p1w": 0.02788219661309399, "alpha_spy_p1w": 0.007538827275591631, "alpha_c_p1w": 0.007538827275591631, "bench_spy_p1w": 0.02034336933750236, "bench_c_p1w": 0.02034336933750236, "ret_p1m": 0.051905211702480525, "ret_signed_p1m": 0.051905211702480525, "alpha_spy_p1m": 0.01744491274037263, "alpha_c_p1m": 0.01744491274037263, "bench_spy_p1m": 0.034460298962107894, "bench_c_p1m": 0.034460298962107894, "ret_p3m": 0.12214084047970841, "ret_signed_p3m": 0.12214084047970841, "alpha_spy_p3m": 0.0344395346239057, "alpha_c_p3m": 0.0344395346239057, "bench_spy_p3m": 0.08770130585580271, "bench_c_p3m": 0.08770130585580271, "ret_p6m": 0.22214080421034144, "ret_signed_p6m": 0.22214080421034144, "alpha_spy_p6m": 0.05726022587592672, "alpha_c_p6m": 0.05726022587592672, "bench_spy_p6m": 0.16488057833441472, "bench_c_p6m": 0.16488057833441472, "ret_p1y": 0.3089933642775511, "ret_signed_p1y": 0.3089933642775511, "alpha_spy_p1y": 0.07443150665650577, "alpha_c_p1y": 0.07443150665650577, "bench_spy_p1y": 0.2345618576210453, "bench_c_p1y": 0.2345618576210453, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": 0.02788219661309399, "alpha_spy_stated": 0.007538827275591631, "alpha_c_stated": 0.007538827275591631, "price_path": [0.0387, 0.0537, 0.0581, 0.0581, 0.0605, 0.0608, 0.0563, 0.0344, 0.0221, 0.0093, 0.0117, -0.0164, -0.0009, -0.0227, -0.0257, -0.013, -0.0401, -0.0331, -0.0705, -0.0728, -0.0623, -0.0792, -0.0569, -0.0508, -0.067, -0.0545, -0.0577, -0.0546, -0.0338, -0.0283, -0.0462, -0.0516, -0.0766, -0.0767, -0.0692, -0.0624, -0.1126, -0.1677, -0.1657, -0.1807, -0.0824, -0.1214, -0.1052, -0.0992, -0.0982, -0.1254, -0.1255, -0.1255, -0.1472, -0.1248, -0.1049, -0.0797, -0.0695, -0.0698, -0.0636, -0.0638, -0.0515, -0.0375, -0.0432, -0.0521, -0.0483, -0.0385, -0.0391, 0.0, 0.0152, 0.0213, 0.0224, 0.0269, 0.0279, 0.0245, 0.0102, 0.0121, 0.0027, 0.0027, 0.0263, 0.0218, 0.0238, 0.0222, 0.0302, 0.0383, 0.0412, 0.0334, 0.0435, 0.045, 0.0519, 0.0484, 0.0508, 0.0376, 0.0521, 0.0418, 0.0416, 0.0416, 0.0374, 0.048, 0.0641, 0.0668, 0.0768, 0.0804, 0.0874, 0.0783, 0.0858, 0.0965, 0.0965, 0.0882, 0.0888, 0.0965, 0.095, 0.0925, 0.0965, 0.0975, 0.0986, 0.1075, 0.1064, 0.1121, 0.1064, 0.1114, 0.1138, 0.1165, 0.12, 0.1182, 0.1197, 0.1138, 0.0919, 0.112, 0.1045, 0.1184, 0.1221, 0.1326, 0.1293, 0.1435, 0.144, 0.1431, 0.1381, 0.1377, 0.1222, 0.1156, 0.1104, 0.1275, 0.1243, 0.1288, 0.1305, 0.1376, 0.1244, 0.1244, 0.115, 0.1238, 0.1339, 0.1356, 0.1411, 0.1444, 0.1447, 0.1514, 0.1565, 0.1664, 0.1654, 0.1631, 0.1736, 0.1815, 0.1885, 0.1806, 0.1765, 0.1714, 0.1762, 0.1816, 0.1849, 0.1906, 0.1955, 0.1904, 0.1994, 0.1931, 0.2067, 0.2053, 0.1634, 0.1881, 0.1802, 0.1885, 0.1841, 0.1919, 0.2069, 0.2066, 0.195, 0.205, 0.2179, 0.2396, 0.2491, 0.2547, 0.2356, 0.2415, 0.2475, 0.2221]}
{"unit_id": "reply:1902916885882224935", "ticker_idx": 0, "ts": "2025-03-21T02:55:14+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$PLTR very unlikely to be cancelled. They are obviously Lethal.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish PLTR; DoD/DOGE contract cancellation very unlikely given its capabilities.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@bnb5rzqgdn @DOGE @PeteHegseth Agree. If you watch the whole video, you will get a feeling of what DoD & DOGE are looking for in terms of cancelling.\n\n$PLTR very unlikely to be cancelled. They are obviously Lethal.", "reply_text": null, "parent_text": "@TradexWhisperer @DOGE @PeteHegseth PLTR was not cancelled!  Zacks had a huge BUY rating on PLTR yesterday right up there with 2-3 other huge #1 rated stocks.", "quoted_text": null, "parent_author": "bnb5rzqgdn", "ret_m1d": -0.03924801814816237, "ret_signed_m1d": -0.03924801814816237, "alpha_spy_m1d": -0.0389183447311654, "alpha_c_m1d": -0.0389183447311654, "bench_spy_m1d": -0.0003296734169969673, "bench_c_m1d": -0.0003296734169969673, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.06365436426786131, "ret_signed_p1d": 0.06365436426786131, "alpha_spy_p1d": 0.045745876516260386, "alpha_c_p1d": 0.045745876516260386, "bench_spy_p1d": 0.01790848775160092, "bench_c_p1d": 0.01790848775160092, "ret_p1w": -0.056178547293145975, "ret_signed_p1w": -0.056178547293145975, "alpha_spy_p1w": -0.04142621060659646, "alpha_c_p1w": -0.04142621060659646, "bench_spy_p1w": -0.014752336686549516, "bench_c_p1w": -0.014752336686549516, "ret_p1m": -0.001758971353619465, "ret_signed_p1m": -0.001758971353619465, "alpha_spy_p1m": 0.08707402206344772, "alpha_c_p1m": 0.08707402206344772, "bench_spy_p1m": -0.08883299341706719, "bench_c_p1m": -0.08883299341706719, "ret_p3m": 0.5386984182342531, "ret_signed_p3m": 0.5386984182342531, "alpha_spy_p3m": 0.4793700433178787, "alpha_c_p3m": 0.4793700433178787, "bench_spy_p3m": 0.05932837491637444, "bench_c_p3m": 0.05932837491637444, "ret_p6m": 0.8822560294318826, "ret_signed_p6m": 0.8822560294318826, "alpha_spy_p6m": 0.706923985526934, "alpha_c_p6m": 0.706923985526934, "bench_spy_p6m": 0.1753320439049486, "bench_c_p6m": 0.1753320439049486, "ret_p1y": 0.661609508695002, "ret_signed_p1y": 0.661609508695002, "alpha_spy_p1y": 0.4504364551728959, "alpha_c_p1y": 0.4504364551728959, "bench_spy_p1y": 0.21117305352210614, "bench_c_p1y": 0.21117305352210614, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.001758971353619465, "alpha_spy_stated": 0.08707402206344772, "alpha_c_stated": 0.08707402206344772, "price_path": [-0.0943, -0.0943, -0.097, -0.1306, -0.1515, -0.1685, -0.1685, -0.1734, -0.1217, -0.1653, -0.2305, -0.2499, -0.2499, -0.2606, -0.2856, -0.2754, -0.2509, -0.2388, -0.211, -0.211, -0.1967, -0.1549, -0.1317, -0.1317, -0.1706, -0.118, -0.1231, -0.1071, -0.0931, -0.0794, 0.1415, 0.1143, 0.2234, 0.2187, 0.2824, 0.2381, 0.2906, 0.2963, 0.31, 0.31, 0.3701, 0.232, 0.1683, 0.1142, -0.0031, -0.0343, -0.0181, -0.0681, -0.0664, -0.0829, -0.0721, -0.0091, -0.1154, -0.0665, -0.1603, -0.1419, -0.0804, -0.1247, -0.0519, -0.0397, -0.0777, -0.0534, -0.0392, 0.0, 0.0637, 0.0609, 0.0145, -0.0096, -0.0562, -0.0721, -0.069, -0.0386, -0.0809, -0.1863, -0.1442, -0.15, 0.0115, -0.0261, -0.0265, 0.0182, 0.0818, 0.0192, 0.031, 0.031, -0.0018, 0.0333, 0.1084, 0.1849, 0.2399, 0.2604, 0.2762, 0.3021, 0.2775, 0.3663, 0.3607, 0.1968, 0.2146, 0.3099, 0.2896, 0.3023, 0.4083, 0.4312, 0.4085, 0.4239, 0.3889, 0.3807, 0.3256, 0.3444, 0.3557, 0.3557, 0.3565, 0.3606, 0.3448, 0.4488, 0.4516, 0.4641, 0.4293, 0.3183, 0.4041, 0.4518, 0.4601, 0.4995, 0.4863, 0.5106, 0.5546, 0.5193, 0.5387, 0.5387, 0.5095, 0.5383, 0.5746, 0.571, 0.5859, 0.4373, 0.4987, 0.4367, 0.4525, 0.4771, 0.4771, 0.5295, 0.5359, 0.5735, 0.5666, 0.5622, 0.6397, 0.6335, 0.6591, 0.6929, 0.6878, 0.6688, 0.6389, 0.7, 0.7025, 0.7458, 0.7357, 0.7177, 0.7437, 0.7409, 0.696, 0.7663, 0.9049, 0.9738, 1.0031, 1.0554, 1.0084, 1.0555, 1.0269, 0.9901, 0.9478, 0.9133, 0.7343, 0.7151, 0.717, 0.7452, 0.7279, 0.7686, 0.723, 0.7383, 0.7228, 0.7228, 0.727, 0.7029, 0.7166, 0.6833, 0.7161, 0.785, 0.8331, 0.8069, 0.8847, 0.8823]}
{"unit_id": "reply:1898411961521782957", "ticker_idx": 0, "ts": "2025-03-08T16:34:17+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": false, "explicit_audit": "kept_implicit", "polarity_reversed": false, "quote": "140s before earnings.", "tweet_type": "prediction", "timeline": "weeks", "summary": "Targets $140s before earnings, implying a move up from current levels.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@dan_f38833 140s before earnings.", "reply_text": null, "parent_text": "@TradexWhisperer It’s about time to go back to $120+", "quoted_text": null, "parent_author": "dan_f38833", "ret_m1d": 0.18239937269649986, "ret_signed_m1d": 0.18239937269649986, "alpha_spy_m1d": 0.1550349938643223, "alpha_c_m1d": 0.14539030348542825, "bench_spy_m1d": 0.02736437883217757, "bench_c_m1d": 0.03700906921107161, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.037947369642955975, "ret_signed_p1d": 0.037947369642955975, "alpha_spy_p1d": 0.04626026082032786, "alpha_c_p1d": 0.04772909368905731, "bench_spy_p1d": -0.008312891177371884, "bench_c_p1d": -0.009781724046101337, "ret_p1w": 0.07139320749989242, "ret_signed_p1w": 0.07139320749989242, "alpha_spy_p1w": 0.0596732103481914, "alpha_c_p1w": 0.07804875652288867, "bench_spy_p1w": 0.011719997151701023, "bench_c_p1w": -0.006655549022996254, "ret_p1m": -0.0013053940765263006, "ret_signed_p1m": -0.0013053940765263006, "alpha_spy_p1m": 0.11037621969967248, "alpha_c_p1m": 0.10712303058650452, "bench_spy_p1m": -0.11168161377619878, "bench_c_p1m": -0.10842842466303082, "ret_p3m": 0.28156659927568306, "ret_signed_p3m": 0.28156659927568306, "alpha_spy_p3m": 0.22046205950575515, "alpha_c_p3m": 0.22259163937352922, "bench_spy_p3m": 0.06110453976992791, "bench_c_p3m": 0.058974959902153845, "ret_p6m": 0.4826018203945346, "ret_signed_p6m": 0.4826018203945346, "alpha_spy_p6m": 0.3336229388922982, "alpha_c_p6m": 0.3172033670891834, "bench_spy_p6m": 0.14897888150223637, "bench_c_p6m": 0.1653984533053512, "ret_p1y": 0.8789106701077876, "ret_signed_p1y": 0.8789106701077876, "alpha_spy_p1y": 0.6279031065008533, "alpha_c_p1y": 0.687935533187648, "bench_spy_p1y": 0.2510075636069342, "bench_c_p1y": 0.19097513692013957, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.0013053940765263006, "alpha_spy_stated": 0.11037621969967248, "alpha_c_stated": 0.10712303058650452, "price_path": [0.9121, 0.8821, 0.9637, 1.0843, 1.1601, 0.9812, 0.9634, 0.8954, 0.9383, 1.0809, 1.0809, 1.0442, 0.9431, 0.879, 0.8179, 0.8179, 0.7073, 0.8476, 0.8503, 0.7752, 0.7778, 0.7778, 0.7769, 0.8155, 0.7842, 0.9276, 0.8628, 0.9199, 0.9199, 0.9089, 0.8686, 0.8563, 0.8302, 0.7878, 0.792, 0.7515, 0.8018, 0.8213, 0.7271, 0.7655, 0.7023, 0.685, 0.6278, 0.5788, 0.4787, 0.5148, 0.6023, 0.6018, 0.6018, 0.594, 0.623, 0.5953, 0.5206, 0.4879, 0.363, 0.309, 0.2692, 0.3188, 0.2813, 0.2246, 0.2564, 0.1859, 0.1824, 0.0, 0.0379, 0.1168, 0.0834, 0.1253, 0.0714, 0.0142, 0.0617, 0.0635, 0.1196, 0.2532, 0.2971, 0.2247, 0.2295, 0.1864, 0.1666, 0.2085, 0.2728, 0.2032, 0.0778, 0.0501, -0.0013, 0.2253, 0.1362, 0.1358, 0.1359, 0.1439, 0.0873, 0.0865, 0.0865, 0.0241, 0.0712, 0.1287, 0.1682, 0.2827, 0.2869, 0.3146, 0.2701, 0.2628, 0.2929, 0.2616, 0.2395, 0.2434, 0.2821, 0.3426, 0.4332, 0.5038, 0.5651, 0.5432, 0.5754, 0.5399, 0.5477, 0.5063, 0.5352, 0.5275, 0.5275, 0.6335, 0.6066, 0.6135, 0.5596, 0.5426, 0.5497, 0.4947, 0.2816, 0.3286, 0.3891, 0.4679, 0.4694, 0.4365, 0.4644, 0.4816, 0.424, 0.4497, 0.4497, 0.4502, 0.5696, 0.5326, 0.4745, 0.4665, 0.4568, 0.4299, 0.3536, 0.4209, 0.4195, 0.4195, 0.3232, 0.3406, 0.3319, 0.3949, 0.4113, 0.4265, 0.399, 0.448, 0.4378, 0.4839, 0.4787, 0.495, 0.497, 0.3743, 0.4227, 0.4656, 0.4459, 0.4361, 0.3877, 0.3623, 0.3921, 0.3897, 0.4401, 0.4507, 0.4839, 0.5261, 0.5343, 0.5277, 0.5106, 0.488, 0.5087, 0.4824, 0.458, 0.441, 0.5305, 0.5602, 0.583, 0.5737, 0.5574, 0.5029, 0.5029, 0.4826]}
{"unit_id": "quote:1919220182448500813", "ticker_idx": 0, "ts": "2025-05-05T02:38:43+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Palantir = Super Valuable Software 'Consulting' Company 😉", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish PLTR: zero DOGE contract cancellations vs billions for rivals, IRS MEGA API collaboration signals durable government value.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "$PLTR Do you want to find out how many Palantir contracts were canceled before earnings on Monday❓\n\nA total of 13053 contracts have been cancelled by the @DOGE, a staggering TCV of $28,838,645,399.80. Here's the breakdown by each Consulting firm:\n\nDeloitte: $586,388,496.47\nAPTIVE HTG: $338,831,141.44\nIBM: $247,430,278.65\nAccenture: $193,379,910.59\nBooz Allen Hamilton: $149,065,578.07\nBlack Canyon Consulting: $97,723,690.00\nErnst & Young: $94,721,874.13\nRB Consulting: $60,128,325.14\nApplied Eng. Manag.: $53,482,522.18\nLMI Consulting: $51,960,147.89\nMcking Consulting: $47,915,524.82\nEvoke Consulting: $35,530,519.97\nChevo Consulting: $31,770,508.33\nSprezzatura Consulting: $31,513,575.07\nSummit Consulting: $29,075,704.64\nEagle Hill Consulting: $27,452,685.24\nOcto Consulting (IBM): $22,733,950.10\nAkima Data: $22,347,342.20\nPBG Consulting: $19,814,712.15\nKaiva Tech & Strat: $16,781,199.25\nIS Consulting: $14,170,040.10\nPotomacwave Consulting: $12,024,194.56\nCenseo Consulting: $10,981,668.35\nThundercat: $10,468,579.88\nBloomberg: $7,415,984.67\nCambio Consulting: $4,402,680.16\nTesla Laboratories: $904,600.00\nL3Harris: $277,225.53\n\nHighlights:\n\nAccenture's cancellations rose from $59M to $193M; a $126M IRS \"Case Management\" contract was cancelled. Epic fail.\n\nBooz Allen Hamilton's cancellations climbed from $50M to $149M; a $23M IRS \"Custom Programming\" contract was cancelled. A non-value-add.\n\nThundercat's cancellations expanded from $3M to $10M; a $6.3M IRS \"IT Hardware\" contract was cancelled.\n\nDeloitte's cancellations increased from $128M to $586M, almost a 5x jump. Of that, $67M came from an IRS \"TRANSFORMATION\" cancellation. Red flag.\n\nIBM's cancellations grew from $40M to $270M; a $230M IRS \"MODERNIZATION\" contract was cancelled. Another Epic fail.\n\nRemember, all these Internal Revenue Service contract cancellations are occurring as Palantir begins collaborating with the IRS on a MEGA API project, potentially huge.\n\nAnd lastly for Palantir: $0\n\nZERO cancellations for Palantir as of May. I once again digged into the contracts of Thundercat, Booz Allen and some Deloitte--as they have partnerships with Palantir--and none of them mentioned Palantir but I can neither confirm nor dismiss. Chances are very low, IMO. Also out of all 13053 contracts cancelled by DOGE, none of the contract descriptions contained the word Palantir.\n\nConclusion? Palantir = Super Valuable Software \"Consulting\" Company 😉\n\nSource of raw data: @DOGE", "reply_text": null, "parent_text": null, "quoted_text": "$PLTR valuation makes ZERO sense \n\nBut then why do institutions keep buying it?\nWhat do they know that you don't?\n\nI work in BIG DATA analytics and let me share the secrets of Palantir in the most basic way\n\nPalantir has monopoly on Automated Governance, serving as the ultimate https://t.co/XGLRmO7rq8", "parent_author": null, "ret_m1d": 0.004120563545793932, "ret_signed_m1d": 0.004120563545793932, "alpha_spy_m1d": -0.0016469438486645949, "alpha_c_m1d": -0.0016469438486645949, "bench_spy_m1d": 0.0057675073944585264, "bench_c_m1d": 0.0057675073944585264, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.1204653505462473, "ret_signed_p1d": -0.1204653505462473, "alpha_spy_p1d": -0.11210724270605088, "alpha_c_p1d": -0.11210724270605088, "bench_spy_p1d": -0.008358107840196416, "bench_c_p1d": -0.008358107840196416, "ret_p1w": -0.04290213866537429, "ret_signed_p1w": -0.04290213866537429, "alpha_spy_p1w": -0.07747137637795287, "alpha_c_p1w": -0.07747137637795287, "bench_spy_p1w": 0.03456923771257858, "bench_c_p1w": 0.03456923771257858, "ret_p1m": 0.07594733603319925, "ret_signed_p1m": 0.07594733603319925, "alpha_spy_p1m": 0.01813101252644933, "alpha_c_p1m": 0.01813101252644933, "bench_spy_p1m": 0.05781632350674992, "bench_c_p1m": 0.05781632350674992, "ret_p3m": 0.27938927363933463, "ret_signed_p3m": 0.27938927363933463, "alpha_spy_p3m": 0.15438934228706125, "alpha_c_p3m": 0.15438934228706125, "bench_spy_p3m": 0.12499993135227339, "bench_c_p3m": 0.12499993135227339, "ret_p6m": 0.5318737274453744, "ret_signed_p6m": 0.5318737274453744, "alpha_spy_p6m": 0.3056280650206247, "alpha_c_p6m": 0.3056280650206247, "bench_spy_p6m": 0.22624566242474975, "bench_c_p6m": 0.22624566242474975, "ret_p1y": 0.2330936354253934, "ret_signed_p1y": 0.2330936354253934, "alpha_spy_p1y": -0.043482013875009384, "alpha_c_p1y": -0.043482013875009384, "bench_spy_p1y": 0.2765756493004028, "bench_c_p1y": 0.2765756493004028, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.07594733603319925, "alpha_spy_stated": 0.01813101252644933, "alpha_c_stated": 0.01813101252644933, "price_path": [-0.1811, -0.1009, -0.1044, -0.0575, -0.0901, -0.0515, -0.0473, -0.0372, -0.0372, 0.0069, -0.0946, -0.1414, -0.1811, -0.2674, -0.2903, -0.2784, -0.3151, -0.3139, -0.326, -0.3181, -0.2718, -0.3499, -0.314, -0.3829, -0.3694, -0.3241, -0.3567, -0.3032, -0.2943, -0.3222, -0.3044, -0.2939, -0.2651, -0.2183, -0.2203, -0.2544, -0.2721, -0.3064, -0.3181, -0.3158, -0.2934, -0.3246, -0.402, -0.3711, -0.3753, -0.2566, -0.2842, -0.2846, -0.2517, -0.205, -0.2509, -0.2423, -0.2423, -0.2664, -0.2406, -0.1854, -0.1292, -0.0888, -0.0737, -0.0621, -0.0431, -0.0612, 0.0041, 0.0, -0.1205, -0.1074, -0.0373, -0.0523, -0.0429, 0.035, 0.0518, 0.0351, 0.0465, 0.0207, 0.0147, -0.0258, -0.012, -0.0037, -0.0037, -0.0031, -0.0001, -0.0117, 0.0647, 0.0668, 0.0759, 0.0504, -0.0312, 0.0319, 0.067, 0.073, 0.102, 0.0923, 0.1101, 0.1425, 0.1166, 0.1308, 0.1308, 0.1093, 0.1305, 0.1572, 0.1546, 0.1655, 0.0563, 0.1014, 0.0558, 0.0675, 0.0856, 0.0856, 0.124, 0.1288, 0.1564, 0.1513, 0.1481, 0.2051, 0.2005, 0.2193, 0.2442, 0.2404, 0.2264, 0.2044, 0.2493, 0.2512, 0.283, 0.2756, 0.2623, 0.2815, 0.2794, 0.2464, 0.2981, 0.3999, 0.4506, 0.4721, 0.5105, 0.476, 0.5106, 0.4896, 0.4626, 0.4314, 0.4061, 0.2745, 0.2605, 0.2619, 0.2825, 0.2699, 0.2997, 0.2662, 0.2775, 0.2661, 0.2661, 0.2692, 0.2515, 0.2615, 0.2371, 0.2612, 0.3118, 0.3472, 0.3279, 0.3851, 0.3833, 0.3756, 0.36, 0.4298, 0.4736, 0.4489, 0.4749, 0.4508, 0.4472, 0.4347, 0.4451, 0.4739, 0.4943, 0.5113, 0.3983, 0.4505, 0.4718, 0.4831, 0.4985, 0.4175, 0.4318, 0.4522, 0.4512, 0.4391, 0.4394, 0.4672, 0.4665, 0.4179, 0.4582, 0.4917, 0.5285, 0.5319]}
{"unit_id": "thread:1899206480617931032", "ticker_idx": 0, "ts": "2025-03-10T21:11:25+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Palantir is penetrating the Space Industry. Ever expanding TAM. Bullish 🔥", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Bullish PLTR on expanding TAM via AI-powered Space Domain Awareness partnership with Voyager.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "self_thread", "lang": "en", "tweet_text": "🛰 $PLTR & Voyager Partners to develop AI-powered solutions for enhanced Space Domain Awareness, enabling the proactive mitigation of potential collisions and threats.\n\n“This new payload consists of a configurable sensor suite and computation system with real-time collection and analysis software supporting autonomous operations,” said Matt Magaña, president of defense and national security at Voyager.\n\nThe system will integrate Palantir’s artificial intelligence capabilities with Voyager’s hardware technology, specifically designed to process radio frequency and imagery data for identifying and tracking objects in orbit.\n\nSpace domain awareness has become a priority for military planners as Earth’s orbit becomes more contested with the deployment of thousands of new satellites and growing concerns about potential adversaries’ anti-satellite capabilities.\n\nVoyager will leverage its VPX signal processing electronics and chassis and Palantir’s machine-learning technology to analyze data from existing satellite assets.\n\nRobert Imig, head of government research and development at Palantir, described the partnership as an effort to “further extend the reach of our AI solutions from ground to space, a critical frontier where demands are intensifying as the environment grows increasingly contested.”\n\nThis announcement builds on an existing relationship between the two companies. They previously announced a strategic partnership focused on commercial and civil space applications.\n\nPalantir is penetrating the Space Industry. Ever expanding TAM.\n\nBullish 🔥\n\n---\n\nhttps://t.co/5VlWQCnCSk", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.021396614132511926, "ret_signed_m1d": -0.021396614132511926, "alpha_spy_m1d": -0.02977918874038532, "alpha_c_m1d": -0.02977918874038532, "bench_spy_m1d": 0.008382574607873394, "bench_c_m1d": 0.008382574607873394, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.07174885656836594, "ret_signed_p1d": 0.07174885656836594, "alpha_spy_p1d": 0.06644214467945964, "alpha_c_p1d": 0.06644214467945964, "bench_spy_p1d": 0.005306711888906301, "bench_c_p1d": 0.005306711888906301, "ret_p1w": 0.07482378103198672, "ret_signed_p1w": 0.07482378103198672, "alpha_spy_p1w": 0.0656496832266098, "alpha_c_p1w": 0.0656496832266098, "bench_spy_p1w": 0.009174097805376924, "bench_c_p1w": 0.009174097805376924, "ret_p1m": 0.17885968659367335, "ret_signed_p1m": 0.17885968659367335, "alpha_spy_p1m": 0.18902218335800958, "alpha_c_p1m": 0.18902218335800958, "bench_spy_p1m": -0.010162496764336226, "bench_c_p1m": -0.010162496764336226, "ret_p3m": 0.6363868831114243, "ret_signed_p3m": 0.6363868831114243, "alpha_spy_p3m": 0.5553996991316394, "alpha_c_p3m": 0.5553996991316394, "bench_spy_p3m": 0.08098718397978488, "bench_c_p3m": 0.08098718397978488, "ret_p6m": 0.9846250844316371, "ret_signed_p6m": 0.9846250844316371, "alpha_spy_p6m": 0.8197356598203132, "alpha_c_p6m": 0.8197356598203132, "bench_spy_p6m": 0.16488942461132394, "bench_c_p6m": 0.16488942461132394, "ret_p1y": 0.7417039990537793, "ret_signed_p1y": 0.7417039990537793, "alpha_spy_p1y": 0.4872166722469389, "alpha_c_p1y": 0.4872166722469389, "bench_spy_p1y": 0.2544873268068404, "bench_c_p1y": 0.2544873268068404, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.17885968659367335, "alpha_spy_stated": 0.18902218335800958, "alpha_c_stated": 0.18902218335800958, "price_path": [-0.0621, -0.0254, -0.0295, -0.0469, -0.0838, -0.0492, 0.032, 0.0338, 0.0555, 0.0555, 0.0524, 0.0132, -0.0111, -0.031, -0.031, -0.0366, 0.0236, -0.0273, -0.1033, -0.1258, -0.1258, -0.1382, -0.1675, -0.1555, -0.127, -0.1129, -0.0805, -0.0805, -0.0638, -0.0151, 0.0119, 0.0119, -0.0334, 0.0279, 0.0219, 0.0406, 0.0569, 0.0729, 0.3303, 0.2987, 0.4258, 0.4202, 0.4946, 0.4429, 0.504, 0.5107, 0.5267, 0.5267, 0.5967, 0.4357, 0.3616, 0.2985, 0.1618, 0.1254, 0.1443, 0.0861, 0.088, 0.0688, 0.0814, 0.1548, 0.0309, 0.0879, -0.0214, 0.0, 0.0717, 0.0201, 0.1049, 0.1192, 0.0748, 0.1031, 0.1197, 0.1654, 0.2396, 0.2364, 0.1823, 0.1543, 0.0999, 0.0814, 0.0849, 0.1204, 0.0711, -0.0518, -0.0027, -0.0094, 0.1789, 0.135, 0.1345, 0.1867, 0.2607, 0.1878, 0.2015, 0.2015, 0.1634, 0.2042, 0.2917, 0.3809, 0.445, 0.4689, 0.4873, 0.5175, 0.4888, 0.5923, 0.5858, 0.3947, 0.4155, 0.5266, 0.5029, 0.5177, 0.6413, 0.6679, 0.6415, 0.6594, 0.6186, 0.6091, 0.5449, 0.5668, 0.5799, 0.5799, 0.5809, 0.5857, 0.5672, 0.6884, 0.6917, 0.7062, 0.6657, 0.5363, 0.6364, 0.692, 0.7016, 0.7475, 0.7321, 0.7604, 0.8118, 0.7707, 0.7932, 0.7932, 0.7591, 0.7927, 0.8351, 0.8309, 0.8482, 0.6751, 0.7466, 0.6743, 0.6928, 0.7215, 0.7215, 0.7824, 0.79, 0.8338, 0.8258, 0.8206, 0.911, 0.9037, 0.9335, 0.973, 0.9669, 0.9448, 0.9099, 0.9812, 0.9841, 1.0346, 1.0228, 1.0018, 1.0322, 1.0288, 0.9766, 1.0584, 1.22, 1.3003, 1.3344, 1.3954, 1.3406, 1.3955, 1.3622, 1.3193, 1.27, 1.2297, 1.0211, 0.9988, 1.001, 1.0338, 1.0137, 1.0611, 1.0079, 1.0259, 1.0078, 1.0078, 1.0127, 0.9846]}
{"unit_id": "quote:1915481684679811239", "ticker_idx": 0, "ts": "2025-04-24T19:03:16+00:00", "symbol": "MELI", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MELI ALMOST $2200", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish MELI with a price target near $2200, backed by Latin America e-commerce penetration lag and population growth thesis.", "resolved_tickers": ["MELI"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Internet Retail'", "bench_c_industry": "Internet Retail", "unit_kind": "quote", "lang": "en", "tweet_text": "$MELI ALMOST $2200\n\nMy Full Thesis 👇 https://t.co/zG5nDhJ8Ka", "reply_text": null, "parent_text": null, "quoted_text": "$MELI\n\nYou want conviction? Aqui esta con mucho calor\n\nEcommerce penetration lags the USA by almost a decade and Latin America population is 663M twice as much as United States. The population growth of Latin America grew by ~5M from 2023 to 2024 whereas in United States, it grew https://t.co/1PI4OgCaIP", "parent_author": null, "ret_m1d": -0.02943116866953044, "ret_signed_m1d": -0.02943116866953044, "alpha_spy_m1d": -0.008816178845921563, "alpha_c_m1d": -0.009906203669790448, "bench_spy_m1d": -0.020614989823608876, "bench_c_m1d": -0.01952496499973999, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.009542789856428424, "ret_signed_p1d": 0.009542789856428424, "alpha_spy_p1d": 0.0023173653287726914, "alpha_c_p1d": -0.008436725613746088, "bench_spy_p1d": 0.007225424527655733, "bench_c_p1d": 0.017979515470174512, "ret_p1w": 0.040688294480440534, "ret_signed_p1w": 0.040688294480440534, "alpha_spy_p1w": 0.019140407475573662, "alpha_c_p1w": 0.01884503610409527, "bench_spy_p1w": 0.021547887004866872, "bench_c_p1w": 0.021843258376345265, "ret_p1m": 0.13743588403461793, "ret_signed_p1m": 0.13743588403461793, "alpha_spy_p1m": 0.07813351224542875, "alpha_c_p1m": 0.05222657513643436, "bench_spy_p1m": 0.05930237178918918, "bench_c_p1m": 0.08520930889818357, "ret_p3m": 0.08159882589801115, "ret_signed_p3m": 0.08159882589801115, "alpha_spy_p3m": -0.07210640055655282, "alpha_c_p3m": -0.08248024948383592, "bench_spy_p3m": 0.15370522645456397, "bench_c_p3m": 0.16407907538184707, "ret_p6m": -0.0815626168903173, "ret_signed_p6m": -0.0815626168903173, "alpha_spy_p6m": -0.303830351814829, "alpha_c_p6m": -0.29393057947626, "bench_spy_p6m": 0.22226773492451168, "bench_c_p6m": 0.2123679625859427, "ret_p1y": -0.16912114648127063, "ret_signed_p1y": -0.16912114648127063, "alpha_spy_p1y": -0.4385153599600725, "alpha_c_p1y": -0.3521658178082875, "bench_spy_p1y": 0.2693942134788019, "bench_c_p1y": 0.18304467132701685, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.13743588403461793, "alpha_spy_stated": 0.07813351224542875, "alpha_c_stated": 0.05222657513643436, "price_path": [-0.1627, -0.1403, -0.1429, -0.1168, -0.1282, -0.1342, -0.1081, -0.1041, -0.0871, -0.0944, -0.0737, -0.0769, -0.0853, -0.0629, -0.043, -0.043, -0.0481, -0.0585, -0.0428, 0.025, 0.0084, -0.0164, -0.0033, -0.034, -0.0376, -0.061, -0.0657, -0.0417, -0.0724, -0.0887, -0.118, -0.0974, -0.0907, -0.0976, -0.0832, -0.0446, -0.0916, -0.063, -0.0622, -0.0497, -0.032, -0.0061, -0.0589, -0.0494, -0.0711, -0.1152, -0.1314, -0.1228, -0.1176, -0.1649, -0.186, -0.1718, -0.1017, -0.1228, -0.0943, -0.0761, -0.0392, -0.0637, -0.0478, -0.0478, -0.0673, -0.0347, -0.0294, 0.0, 0.0095, 0.0016, 0.0345, 0.0572, 0.0407, 0.0344, 0.0189, 0.011, 0.026, 0.0931, 0.1112, 0.136, 0.1407, 0.1629, 0.1731, 0.1724, 0.1694, 0.1698, 0.1801, 0.182, 0.1374, 0.1374, 0.1589, 0.1569, 0.1545, 0.1626, 0.1763, 0.1803, 0.1674, 0.171, 0.1259, 0.1106, 0.0869, 0.0826, 0.0744, 0.0758, 0.1134, 0.0838, 0.0898, 0.0898, 0.0903, 0.1125, 0.147, 0.1523, 0.1612, 0.1611, 0.1854, 0.1345, 0.1212, 0.1403, 0.1403, 0.1344, 0.1233, 0.1235, 0.0895, 0.0828, 0.0796, 0.084, 0.0909, 0.0664, 0.0947, 0.079, 0.0816, 0.086, 0.0845, 0.0715, 0.0677, 0.0817, 0.0801, 0.0767, 0.0776, 0.0866, 0.0922, 0.051, 0.059, 0.0675, 0.0396, 0.0662, 0.0556, 0.0522, 0.085, 0.0722, 0.0626, 0.0595, 0.0602, 0.1024, 0.092, 0.091, 0.0946, 0.1213, 0.1216, 0.1216, 0.0793, 0.0763, 0.0966, 0.0965, 0.0645, 0.0763, 0.0654, 0.0605, 0.061, 0.0594, 0.0841, 0.1095, 0.1232, 0.1123, 0.116, 0.1313, 0.1389, 0.1304, 0.1196, 0.1345, 0.0599, -0.0127, 0.019, -0.0145, -0.0229, -0.0078, -0.0113, 0.0318, -0.0323, -0.0131, -0.0213, -0.071, -0.0734, -0.0816]}
{"unit_id": "quote:1908687170996736456", "ticker_idx": 0, "ts": "2025-04-06T01:04:17+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "the fact that it has $0 in contract cancellations demonstrates that Palantir is a highly fundamental and forwardly deployed company", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish PLTR: zero DOGE contract cancellations vs billions cut from rivals proves it's operationally essential, not a mere consulting firm.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "$PLTR CONSULTING FIRM DELOITTE TO LAY OFF GOVERNMENT CONSULTANTS AMID MORE THAN HALF A BILLION $ CONTRACT CUT BY THE @DOGE \n\nIt will impact Deloitte’s Government and Public Service division. Many employees in that unit have already been pulled off projects in recent weeks\n\nDeloitte’s U.S. management consulting business was flat last year, growing less than 1% in 2024, compared with 17.8% the previous year and 25.5% the year before that.\n\nDeloitte’s U.S. workforce totaled nearly 173,000 at the end of 2024. The company is among the largest U.S. consulting firms to the federal government.\n\nFor those who have labeled $PLTR as merely a 'consulting' firm, the fact that it has $0 in contract cancellations demonstrates that Palantir is a highly fundamental and forwardly deployed company 😉", "reply_text": null, "parent_text": null, "quoted_text": "⁉️ $PLTR A total of 9667 contracts have been cancelled by the @DOGE, a staggering TCV of $17,146,027,211.71. Here's the breakdown by each 'Consulting' firm:\n\nDeloitte: $586,388,496.47\nAPTIVE HTG: $338,831,141.44\nIBM: $247,430,278.65\nBlack Canyon Consulting: $97,723,690.00\nErnst & https://t.co/x4pUeNGAGq", "parent_author": null, "ret_m1d": -0.049203422171742894, "ret_signed_m1d": -0.049203422171742894, "alpha_spy_m1d": -0.050987727561184415, "alpha_c_m1d": -0.050987727561184415, "bench_spy_m1d": 0.0017843053894415206, "bench_c_m1d": 0.0017843053894415206, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.00668032717793543, "ret_signed_p1d": -0.00668032717793543, "alpha_spy_p1d": 0.008982488495359875, "alpha_c_p1d": 0.008982488495359875, "bench_spy_p1d": -0.015662815673295305, "bench_c_p1d": -0.015662815673295305, "ret_p1w": 0.18987676135715414, "ret_signed_p1w": 0.18987676135715414, "alpha_spy_p1w": 0.12100009452625682, "alpha_c_p1w": 0.12100009452625682, "bench_spy_p1w": 0.06887666683089733, "bench_c_p1w": 0.06887666683089733, "ret_p1m": 0.39850983725395106, "ret_signed_p1m": 0.39850983725395106, "alpha_spy_p1m": 0.2906149194104739, "alpha_c_p1m": 0.2906149194104739, "bench_spy_p1m": 0.10789491784347716, "bench_c_p1m": 0.10789491784347716, "ret_p3m": 0.7261049194698943, "ret_signed_p3m": 0.7261049194698943, "alpha_spy_p3m": 0.4826204626712711, "alpha_c_p3m": 0.4826204626712711, "bench_spy_p3m": 0.24348445679862318, "bench_c_p3m": 0.24348445679862318, "ret_p6m": 1.343525266587759, "ret_signed_p6m": 1.343525266587759, "alpha_spy_p6m": 1.0151582836677235, "alpha_c_p6m": 1.0151582836677235, "bench_spy_p6m": 0.3283669829200355, "bench_c_p6m": 0.3283669829200355, "ret_p1y": 0.9907504368475466, "ret_signed_p1y": 0.9907504368475466, "alpha_spy_p1y": 0.6735898317532107, "alpha_c_p1y": 0.6735898317532107, "bench_spy_p1y": 0.31716060509433586, "bench_c_p1y": 0.31716060509433586, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.39850983725395106, "alpha_spy_stated": 0.2906149194104739, "alpha_c_stated": 0.2906149194104739, "price_path": [-0.1235, -0.1235, -0.1359, -0.1652, -0.1533, -0.1246, -0.1105, -0.078, -0.078, -0.0613, -0.0125, 0.0146, 0.0146, -0.0308, 0.0307, 0.0247, 0.0434, 0.0597, 0.0758, 0.3339, 0.3022, 0.4296, 0.4241, 0.4986, 0.4468, 0.5081, 0.5148, 0.5308, 0.5308, 0.601, 0.4396, 0.3652, 0.302, 0.165, 0.1285, 0.1474, 0.089, 0.091, 0.0717, 0.0843, 0.1579, 0.0337, 0.0908, -0.0188, 0.0027, 0.0746, 0.0229, 0.1079, 0.1222, 0.0777, 0.1061, 0.1227, 0.1686, 0.2429, 0.2397, 0.1855, 0.1574, 0.1029, 0.0843, 0.0879, 0.1235, 0.074, -0.0492, 0.0, -0.0067, 0.182, 0.1381, 0.1376, 0.1899, 0.2641, 0.191, 0.2048, 0.2048, 0.1665, 0.2075, 0.2952, 0.3846, 0.4489, 0.4729, 0.4913, 0.5216, 0.4928, 0.5966, 0.5901, 0.3985, 0.4193, 0.5307, 0.5069, 0.5218, 0.6457, 0.6724, 0.6459, 0.6639, 0.6229, 0.6134, 0.5491, 0.571, 0.5841, 0.5841, 0.5852, 0.5899, 0.5714, 0.693, 0.6963, 0.7108, 0.6702, 0.5405, 0.6408, 0.6966, 0.7062, 0.7522, 0.7368, 0.7652, 0.8167, 0.7754, 0.798, 0.798, 0.7639, 0.7975, 0.8401, 0.8358, 0.8532, 0.6796, 0.7513, 0.6788, 0.6973, 0.7261, 0.7261, 0.7873, 0.7948, 0.8388, 0.8307, 0.8255, 0.9161, 0.9088, 0.9387, 0.9783, 0.9723, 0.95, 0.9151, 0.9865, 0.9895, 1.0401, 1.0283, 1.0072, 1.0376, 1.0343, 0.9819, 1.064, 1.226, 1.3065, 1.3407, 1.4019, 1.3469, 1.402, 1.3686, 1.3255, 1.2761, 1.2357, 1.0266, 1.0042, 1.0064, 1.0393, 1.0191, 1.0667, 1.0134, 1.0313, 1.0132, 1.0132, 1.0181, 0.99, 1.0059, 0.967, 1.0054, 1.0858, 1.1421, 1.1115, 1.2023, 1.1995, 1.1873, 1.1625, 1.2735, 1.3431, 1.3038, 1.3452, 1.3068, 1.3011, 1.2812, 1.2978, 1.3435]}
{"unit_id": "quote:1919802648502346061", "ticker_idx": 0, "ts": "2025-05-06T17:13:14+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": true, "quote": "Rule of 40, Score of 83 is NOT exceptional -Nobody", "tweet_type": "sarcasm", "timeline": "unspecified", "summary": "Sarcastic defense of PLTR's Rule of 40 score of 83 as exceptional; implied bullish.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "$PLTR\n\n\"Rule of 40, Score of 83 is NOT exceptional\" -Nobody https://t.co/z81vMkgnux", "reply_text": null, "parent_text": null, "quoted_text": "$PLTR Rule of 40, Score of 83 https://t.co/PcAOB8lzhj", "parent_author": null, "ret_m1d": 0.13696487184565598, "ret_signed_m1d": 0.13696487184565598, "alpha_spy_m1d": 0.12853631723710435, "alpha_c_m1d": 0.12853631723710435, "bench_spy_m1d": 0.00842855460855163, "bench_c_m1d": 0.00842855460855163, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.014881524320219164, "ret_signed_p1d": 0.014881524320219164, "alpha_spy_p1d": 0.01067599722376067, "alpha_c_p1d": 0.01067599722376067, "bench_spy_p1d": 0.0042055270964584945, "bench_c_p1d": 0.0042055270964584945, "ret_p1w": 0.17674081742871595, "ret_signed_p1w": 0.17674081742871595, "alpha_spy_p1w": 0.12656191998369914, "alpha_c_p1w": 0.12656191998369914, "bench_spy_p1w": 0.0501788974450168, "bench_c_p1w": 0.0501788974450168, "ret_p1m": 0.19428618204943504, "ret_signed_p1m": 0.19428618204943504, "alpha_spy_p1m": 0.1278404267475568, "alpha_c_p1m": 0.1278404267475568, "bench_spy_p1m": 0.06644575530187824, "bench_c_p1m": 0.06644575530187824, "ret_p3m": 0.41714131368277174, "ret_signed_p3m": 0.41714131368277174, "alpha_spy_p3m": 0.30125389363502664, "alpha_c_p3m": 0.30125389363502664, "bench_spy_p3m": 0.1158874200477451, "bench_c_p3m": 0.1158874200477451, "ret_p6m": 0.8262906158728129, "ret_signed_p6m": 0.8262906158728129, "alpha_spy_p6m": 0.5891155684084737, "alpha_c_p6m": 0.5891155684084737, "bench_spy_p6m": 0.23717504746433926, "bench_c_p6m": 0.23717504746433926, "ret_p1y": 0.30047773774086095, "ret_signed_p1y": 0.30047773774086095, "alpha_spy_p1y": 0.01813821572151686, "alpha_c_p1y": 0.01813821572151686, "bench_spy_p1y": 0.2823395220193441, "bench_c_p1y": 0.2823395220193441, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.19428618204943504, "alpha_spy_stated": 0.1278404267475568, "alpha_c_stated": 0.1278404267475568, "price_path": [0.0222, 0.0183, 0.0716, 0.0345, 0.0784, 0.0831, 0.0946, 0.0946, 0.1448, 0.0294, -0.0238, -0.069, -0.167, -0.1931, -0.1796, -0.2213, -0.2199, -0.2337, -0.2247, -0.1721, -0.2609, -0.22, -0.2984, -0.283, -0.2316, -0.2686, -0.2078, -0.1976, -0.2294, -0.2091, -0.1972, -0.1644, -0.1112, -0.1135, -0.1523, -0.1724, -0.2114, -0.2247, -0.2221, -0.1967, -0.232, -0.3201, -0.285, -0.2897, -0.1548, -0.1862, -0.1866, -0.1492, -0.0961, -0.1484, -0.1385, -0.1385, -0.1659, -0.1366, -0.0739, -0.0099, 0.036, 0.0532, 0.0663, 0.088, 0.0674, 0.1416, 0.137, 0.0, 0.0149, 0.0945, 0.0775, 0.0882, 0.1767, 0.1958, 0.1769, 0.1898, 0.1605, 0.1537, 0.1077, 0.1234, 0.1327, 0.1327, 0.1335, 0.1369, 0.1236, 0.2105, 0.2129, 0.2233, 0.1943, 0.1015, 0.1733, 0.2131, 0.22, 0.2529, 0.2419, 0.2622, 0.299, 0.2695, 0.2857, 0.2857, 0.2613, 0.2853, 0.3157, 0.3127, 0.3251, 0.201, 0.2523, 0.2004, 0.2137, 0.2342, 0.2342, 0.278, 0.2834, 0.3148, 0.309, 0.3053, 0.3701, 0.3649, 0.3863, 0.4146, 0.4103, 0.3944, 0.3694, 0.4204, 0.4226, 0.4588, 0.4503, 0.4352, 0.457, 0.4546, 0.4171, 0.4758, 0.5917, 0.6493, 0.6737, 0.7174, 0.6781, 0.7175, 0.6936, 0.6629, 0.6275, 0.5987, 0.4491, 0.4331, 0.4347, 0.4582, 0.4438, 0.4778, 0.4396, 0.4525, 0.4396, 0.4396, 0.443, 0.4229, 0.4343, 0.4065, 0.434, 0.4915, 0.5317, 0.5098, 0.5748, 0.5728, 0.564, 0.5463, 0.6257, 0.6755, 0.6473, 0.6769, 0.6495, 0.6454, 0.6312, 0.643, 0.6757, 0.699, 0.7183, 0.5898, 0.6492, 0.6734, 0.6862, 0.7037, 0.6116, 0.6279, 0.6511, 0.65, 0.6362, 0.6365, 0.6681, 0.6674, 0.6121, 0.6579, 0.696, 0.7378, 0.7417, 0.8263]}
{"unit_id": "quote:1898350487407362204", "ticker_idx": 0, "ts": "2025-03-08T12:30:00+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Palantir and L3Harris still have ZERO direct contract cancellations. Palantir continues to prove itself as an elite much-needed company.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish PLTR and L3Harris as DOGE cancellations hit competitors but leave both with zero direct cuts, proving elite status.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "❗️ $PLTR UPDATE: Total Contract Values cancelled by @DOGE including Palantir, IBM, Deloitte, Accenture and many other \"Analytics\" companies\n\nAPTIVE HTG: $335,793,554.67\nDeloitte: $127,631,352.71\nBlack Canyon Consulting: $97,723,690.00\nErnst & Young: $79,490,523.95\nAccenture: $59,418,255.00\nRB Consulting: $58,721,937.44\nApplied Eng. Manag.: $53,482,522.18\nBooz Allen Hamilton: $49,604,659.47\nLMI Consulting: $39,362,742.12\nEvoke Consulting: $35,530,519.97\nOcto Consulting (IBM): $22,733,950.10\nIBM: $17,851,725.81\nCenseo Consulting: $10,981,668.35\nKaiva Tech & Strat: $9,574,355.05\nAkima Data:$4,302,228.00\nThundercat: $2,931,344.41\nBloomberg Industry:$2,561,539.05\nTesla Laboratories: $904,600.00\nL3Harris: $0\nPalantir: $0\n\nBillions of dollars in additional cancellations have occurred since my last update. Here are the key highlights:\n\nAPTIVE HTG, which brands itself as a \"Healthcare Delivery System\" and a leader in \"Intelligent Automation and Data Science,\" appears to have been exploiting the @DeptVetAffairs. The $335M in cancellations spans 12 contracts that seemingly provided no value to Veterans. Major red flags.\n\nIBM went zero to $40M in just five days. No bueno.\n\nI’ve added more consulting firms to the list. After researching them, it’s clear they all boast about \"effective operational management\" and \"data-driven solutions.\" Yet, the total cancellations across these companies are nothing short of disgraceful, almost $1 Billion Dollars.\n\nA minor update: Booz Allen Hamilton had one additional cancellation worth $5.2M. The contract, titled \"PERSONNEL MANAGEMENT DATA SCIENCE AND ANALYTICS SUPPORT,\" might involve an indirect Palantir platform but that remains uncertain. Even if it does, likely only a fraction of the contract’s value.\n\nBut one thing is for sure. Palantir and L3Harris still have ZERO direct contract cancellations.\n\nOne thing remains unchanged: Palantir and L3Harris still have ZERO direct contract cancellations. Palantir continues to prove itself as an elite much-needed company. \n\nLFG! 🔥", "reply_text": null, "parent_text": null, "quoted_text": "❗️ $PLTR Total Contract Values cancelled by @DOGE including Palantir, Deloitte, Accenture, Akima Data.\n\nBlack Canyon Consulting: $97,723,690.00\nDeloitte: $80,332,206.47\nErnst & Young: $78,215,933.26\nAccenture: $55,922,686.83\nApplied Eng. Manag.: $53,482,522.18\nLMI Consulting: https://t.co/8dJgtJ4nVx", "parent_author": null, "ret_m1d": 0.11167853777724113, "ret_signed_m1d": 0.11167853777724113, "alpha_spy_m1d": 0.08431415894506356, "alpha_c_m1d": 0.08431415894506356, "bench_spy_m1d": 0.02736437883217757, "bench_c_m1d": 0.02736437883217757, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.021864439099140043, "ret_signed_p1d": 0.021864439099140043, "alpha_spy_p1d": 0.030177330276511927, "alpha_c_p1d": 0.030177330276511927, "bench_spy_p1d": -0.008312891177371884, "bench_c_p1d": -0.008312891177371884, "ret_p1w": 0.14362400648308782, "ret_signed_p1w": 0.14362400648308782, "alpha_spy_p1w": 0.1319040093313868, "alpha_c_p1w": 0.1319040093313868, "bench_spy_p1w": 0.011719997151701023, "bench_c_p1w": 0.011719997151701023, "ret_p1m": 0.012306919026030538, "ret_signed_p1m": 0.012306919026030538, "alpha_spy_p1m": 0.12398853280222932, "alpha_c_p1m": 0.12398853280222932, "bench_spy_p1m": -0.11168161377619878, "bench_c_p1m": -0.11168161377619878, "ret_p3m": 0.5699136943441492, "ret_signed_p3m": 0.5699136943441492, "alpha_spy_p3m": 0.5088091545742213, "alpha_c_p3m": 0.5088091545742213, "bench_spy_p3m": 0.06110453976992791, "bench_c_p3m": 0.06110453976992791, "ret_p6m": 1.05669025905681, "ret_signed_p6m": 1.05669025905681, "alpha_spy_p6m": 0.9077113775545735, "alpha_c_p6m": 0.9077113775545735, "bench_spy_p6m": 0.14897888150223637, "bench_c_p6m": 0.14897888150223637, "ret_p1y": 0.7568736222414738, "ret_signed_p1y": 0.7568736222414738, "alpha_spy_p1y": 0.5058660586345396, "alpha_c_p1y": 0.5058660586345396, "bench_spy_p1y": 0.2510075636069342, "bench_c_p1y": 0.2510075636069342, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.012306919026030538, "alpha_spy_stated": 0.12398853280222932, "alpha_c_stated": 0.12398853280222932, "price_path": [-0.0507, -0.0416, -0.0041, -0.0082, -0.0261, -0.0638, -0.0284, 0.0546, 0.0564, 0.0786, 0.0786, 0.0754, 0.0353, 0.0105, -0.0098, -0.0098, -0.0156, 0.046, -0.006, -0.0837, -0.1067, -0.1067, -0.1194, -0.1493, -0.1371, -0.1079, -0.0935, -0.0604, -0.0604, -0.0433, 0.0064, 0.034, 0.034, -0.0123, 0.0504, 0.0443, 0.0634, 0.08, 0.0964, 0.3594, 0.327, 0.4569, 0.4513, 0.5272, 0.4745, 0.5369, 0.5437, 0.5601, 0.5601, 0.6316, 0.4671, 0.3913, 0.3269, 0.1872, 0.15, 0.1693, 0.1098, 0.1118, 0.0922, 0.105, 0.18, 0.0534, 0.1117, 0.0, 0.0219, 0.0952, 0.0424, 0.1291, 0.1436, 0.0983, 0.1273, 0.1441, 0.1909, 0.2667, 0.2634, 0.2082, 0.1795, 0.124, 0.105, 0.1087, 0.1449, 0.0945, -0.031, 0.0191, 0.0123, 0.2046, 0.1599, 0.1593, 0.2126, 0.2883, 0.2138, 0.2278, 0.2278, 0.1888, 0.2306, 0.32, 0.4111, 0.4766, 0.501, 0.5198, 0.5507, 0.5213, 0.6271, 0.6205, 0.4252, 0.4465, 0.56, 0.5357, 0.5509, 0.6771, 0.7044, 0.6774, 0.6957, 0.654, 0.6443, 0.5787, 0.6011, 0.6144, 0.6144, 0.6155, 0.6203, 0.6015, 0.7253, 0.7287, 0.7435, 0.7021, 0.5699, 0.6722, 0.729, 0.7388, 0.7857, 0.77, 0.7989, 0.8514, 0.8094, 0.8324, 0.8324, 0.7976, 0.8319, 0.8752, 0.8709, 0.8886, 0.7117, 0.7848, 0.7109, 0.7298, 0.7591, 0.7591, 0.8214, 0.8291, 0.8739, 0.8657, 0.8604, 0.9527, 0.9453, 0.9758, 1.0161, 1.01, 0.9873, 0.9517, 1.0245, 1.0275, 1.0791, 1.067, 1.0456, 1.0766, 1.0732, 1.0198, 1.1034, 1.2685, 1.3506, 1.3854, 1.4478, 1.3917, 1.4479, 1.4139, 1.37, 1.3196, 1.2785, 1.0653, 1.0426, 1.0448, 1.0783, 1.0577, 1.1062, 1.0518, 1.0702, 1.0517, 1.0517, 1.0567]}
{"unit_id": "quote:1898350487407362204", "ticker_idx": 1, "ts": "2025-03-08T12:30:00+00:00", "symbol": "LHX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit", "polarity_reversed": false, "quote": "Palantir and L3Harris still have ZERO direct contract cancellations", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish PLTR and L3Harris as DOGE cancellations hit competitors but leave both with zero direct cuts, proving elite status.", "resolved_tickers": ["LHX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "quote", "lang": "en", "tweet_text": "❗️ $PLTR UPDATE: Total Contract Values cancelled by @DOGE including Palantir, IBM, Deloitte, Accenture and many other \"Analytics\" companies\n\nAPTIVE HTG: $335,793,554.67\nDeloitte: $127,631,352.71\nBlack Canyon Consulting: $97,723,690.00\nErnst & Young: $79,490,523.95\nAccenture: $59,418,255.00\nRB Consulting: $58,721,937.44\nApplied Eng. Manag.: $53,482,522.18\nBooz Allen Hamilton: $49,604,659.47\nLMI Consulting: $39,362,742.12\nEvoke Consulting: $35,530,519.97\nOcto Consulting (IBM): $22,733,950.10\nIBM: $17,851,725.81\nCenseo Consulting: $10,981,668.35\nKaiva Tech & Strat: $9,574,355.05\nAkima Data:$4,302,228.00\nThundercat: $2,931,344.41\nBloomberg Industry:$2,561,539.05\nTesla Laboratories: $904,600.00\nL3Harris: $0\nPalantir: $0\n\nBillions of dollars in additional cancellations have occurred since my last update. Here are the key highlights:\n\nAPTIVE HTG, which brands itself as a \"Healthcare Delivery System\" and a leader in \"Intelligent Automation and Data Science,\" appears to have been exploiting the @DeptVetAffairs. The $335M in cancellations spans 12 contracts that seemingly provided no value to Veterans. Major red flags.\n\nIBM went zero to $40M in just five days. No bueno.\n\nI’ve added more consulting firms to the list. After researching them, it’s clear they all boast about \"effective operational management\" and \"data-driven solutions.\" Yet, the total cancellations across these companies are nothing short of disgraceful, almost $1 Billion Dollars.\n\nA minor update: Booz Allen Hamilton had one additional cancellation worth $5.2M. The contract, titled \"PERSONNEL MANAGEMENT DATA SCIENCE AND ANALYTICS SUPPORT,\" might involve an indirect Palantir platform but that remains uncertain. Even if it does, likely only a fraction of the contract’s value.\n\nBut one thing is for sure. Palantir and L3Harris still have ZERO direct contract cancellations.\n\nOne thing remains unchanged: Palantir and L3Harris still have ZERO direct contract cancellations. Palantir continues to prove itself as an elite much-needed company. \n\nLFG! 🔥", "reply_text": null, "parent_text": null, "quoted_text": "❗️ $PLTR Total Contract Values cancelled by @DOGE including Palantir, Deloitte, Accenture, Akima Data.\n\nBlack Canyon Consulting: $97,723,690.00\nDeloitte: $80,332,206.47\nErnst & Young: $78,215,933.26\nAccenture: $55,922,686.83\nApplied Eng. 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{"unit_id": "quote:1922359604052103450", "ticker_idx": 0, "ts": "2025-05-13T18:33:39+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "the best is yet to come. It's still the bargain of the century.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Still bullish MU at $97; best gains still ahead despite 56% rise, citing HBM growth and DRAM/NAND price surge.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU $97\n\n+56% gains since I shared the opporunity at $62\nAnd the best is yet to come\nIt's still the bargain of the century. https://t.co/4B28DUju9H", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": -0.047869611283973934, "ret_signed_m1d": -0.047869611283973934, "alpha_spy_m1d": -0.04130907532880279, "alpha_c_m1d": -0.014680202753203697, "bench_spy_m1d": -0.006560535955171143, "bench_c_m1d": -0.03318940853077024, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.016609923996039, "ret_signed_p1d": -0.016609923996039, "alpha_spy_p1d": -0.017888006640039422, "alpha_c_p1d": -0.02650570473666891, "bench_spy_p1d": 0.0012780826440004223, "bench_c_p1d": 0.009895780740629911, "ret_p1w": 0.012070562944993979, "ret_signed_p1w": 0.012070562944993979, "alpha_spy_p1w": 0.0018293430394737964, "alpha_c_p1w": 0.012152030990446594, "bench_spy_p1w": 0.010241219905520182, "bench_c_p1w": -8.14680454526151e-05, "ret_p1m": 0.1970494074269451, "ret_signed_p1m": 0.1970494074269451, "alpha_spy_p1m": 0.1723068327622599, "alpha_c_p1m": 0.1305890599878592, "bench_spy_p1m": 0.024742574664685213, "bench_c_p1m": 0.06646034743908591, "ret_p3m": 0.227709700862466, "ret_signed_p3m": 0.227709700862466, "alpha_spy_p3m": 0.1387183187971781, "alpha_c_p3m": 0.03236029831557663, "bench_spy_p3m": 0.0889913820652879, "bench_c_p3m": 0.19534940254688937, "ret_p6m": 1.4540639210898822, "ret_signed_p6m": 1.4540639210898822, "alpha_spy_p6m": 1.2928152012291867, "alpha_c_p6m": 0.9900631980376042, "bench_spy_p6m": 0.16124871986069556, "bench_c_p6m": 0.464000723052278, "ret_p1y": 4.348167351521022, "ret_signed_p1y": 4.348167351521022, "alpha_spy_p1y": 4.109502029242327, "alpha_c_p1y": 3.278218152176756, "bench_spy_p1y": 0.2386653222786954, "bench_c_p1y": 1.0699491993442662, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.1970494074269451, "alpha_spy_stated": 0.1723068327622599, "alpha_c_stated": 0.1305890599878592, "price_path": [-0.0144, 0.0254, 0.0254, 0.1003, 0.0753, 0.0631, 0.0184, -0.017, -0.0395, 0.0067, -0.054, -0.0353, -0.0671, -0.0603, -0.028, -0.0802, -0.0422, -0.1028, -0.0825, -0.0146, -0.0224, 0.0385, 0.0624, 0.0481, 0.0516, 0.0612, -0.0241, -0.0012, -0.0296, -0.0508, -0.0608, -0.0888, -0.1036, -0.0848, -0.0859, -0.2331, -0.3323, -0.2946, -0.3238, -0.1966, -0.2773, -0.2825, -0.2673, -0.2671, -0.2847, -0.2902, -0.2902, -0.3115, -0.2757, -0.2476, -0.2013, -0.1769, -0.1895, -0.2069, -0.2061, -0.1977, -0.1672, -0.1703, -0.1694, -0.1476, -0.1215, -0.1142, -0.0479, 0.0, -0.0166, -0.0153, 0.011, 0.0177, 0.0121, -0.0112, -0.0217, -0.0367, -0.0367, -0.0057, -0.0077, -0.0013, -0.0255, 0.0129, 0.0549, 0.0652, 0.0966, 0.12, 0.1446, 0.1776, 0.197, 0.1986, 0.1926, 0.2364, 0.2415, 0.2568, 0.2568, 0.2751, 0.2595, 0.3196, 0.3128, 0.2999, 0.2871, 0.2715, 0.2472, 0.256, 0.2616, 0.2616, 0.2383, 0.2848, 0.2623, 0.2713, 0.286, 0.2248, 0.2403, 0.2023, 0.1696, 0.1812, 0.1693, 0.1279, 0.1342, 0.1538, 0.1489, 0.1488, 0.1561, 0.1849, 0.127, 0.083, 0.1129, 0.1262, 0.1233, 0.1552, 0.2277, 0.2776, 0.3192, 0.2833, 0.2938, 0.2482, 0.2758, 0.2603, 0.2104, 0.1957, 0.2152, 0.2022, 0.203, 0.2159, 0.2598, 0.2289, 0.2289, 0.2235, 0.226, 0.2826, 0.3566, 0.3575, 0.3965, 0.4457, 0.5549, 0.6236, 0.6292, 0.64, 0.6521, 0.744, 0.6804, 0.6999, 0.7184, 0.6699, 0.6195, 0.624, 0.6925, 0.7278, 0.881, 0.8975, 0.9408, 0.9732, 0.9187, 1.0308, 0.9873, 0.8765, 0.9919, 0.9329, 0.9833, 1.0927, 1.0912, 1.1365, 1.0902, 1.0508, 1.1359, 1.2631, 1.2743, 1.293, 1.3417, 1.3147, 1.3122, 1.4251, 1.2529, 1.4541]}
{"unit_id": "quote:1925779412265353394", "ticker_idx": 0, "ts": "2025-05-23T05:02:45+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "🐂🐐 Goatly Bullish", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish PLTR citing 111 net new US commercial customers in 2 quarters, ~25% increase.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "🔥 $PLTR added 111 net new US commercial customers in the last 2 quarters which is about ~25% increase!\n\n🐂🐐 Goatly Bullish https://t.co/T0azAQvFth", "reply_text": null, "parent_text": null, "quoted_text": "$PLTR valuation makes ZERO sense \n\nBut then why do institutions keep buying it?\nWhat do they know that you don't?\n\nI work in BIG DATA analytics and let me share the secrets of Palantir in the most basic way\n\nPalantir has monopoly on Automated Governance, serving as the ultimate https://t.co/XGLRmO7rq8", "parent_author": null, "ret_m1d": -0.008271808152309212, "ret_signed_m1d": -0.008271808152309212, "alpha_spy_m1d": -0.015144357382528728, "alpha_c_m1d": -0.015144357382528728, "bench_spy_m1d": 0.006872549230219516, "bench_c_m1d": 0.006872549230219516, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0, "ret_signed_p1d": 0.0, "alpha_spy_p1d": 0.0, "alpha_c_p1d": 0.0, "bench_spy_p1d": 0.0, "bench_c_p1d": 0.0, "ret_p1w": 0.06868868208904466, "ret_signed_p1w": 0.06868868208904466, "alpha_spy_p1w": 0.050937277423688476, "alpha_c_p1w": 0.050937277423688476, "bench_spy_p1w": 0.017751404665356185, "bench_c_p1w": 0.017751404665356185, "ret_p1m": 0.13470116729553028, "ret_signed_p1m": 0.13470116729553028, "alpha_spy_p1m": 0.0953059832635541, "alpha_c_p1m": 0.0953059832635541, "bench_spy_p1m": 0.03939518403197617, "bench_c_p1m": 0.03939518403197617, "ret_p3m": 0.26518528582975587, "ret_signed_p3m": 0.26518528582975587, "alpha_spy_p3m": 0.16004745596411918, "alpha_c_p3m": 0.16004745596411918, "bench_spy_p3m": 0.10513782986563669, "bench_c_p3m": 0.10513782986563669, "ret_p6m": 0.3887762824634424, "ret_signed_p6m": 0.3887762824634424, "alpha_spy_p6m": 0.23271117734239244, "alpha_c_p6m": 0.23271117734239244, "bench_spy_p6m": 0.15606510512104999, "bench_c_p6m": 0.15606510512104999, "ret_p1y": 0.10291138344542006, "ret_signed_p1y": 0.10291138344542006, "alpha_spy_p1y": -0.18638101107094762, "alpha_c_p1y": -0.18638101107094762, "bench_spy_p1y": 0.2892923945163677, "bench_c_p1y": 0.2892923945163677, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.13470116729553028, "alpha_spy_stated": 0.0953059832635541, "alpha_c_stated": 0.0953059832635541, "price_path": [-0.2876, -0.2757, -0.3125, -0.3113, -0.3235, -0.3155, -0.2691, -0.3475, -0.3114, -0.3806, -0.367, -0.3216, -0.3543, -0.3006, -0.2916, -0.3197, -0.3018, -0.2913, -0.2623, -0.2154, -0.2174, -0.2516, -0.2694, -0.3038, -0.3155, -0.3133, -0.2908, -0.322, -0.3998, -0.3687, -0.373, -0.2538, -0.2816, -0.2819, -0.2489, -0.202, -0.2482, -0.2395, -0.2395, -0.2636, -0.2378, -0.1824, -0.1259, -0.0854, -0.0702, -0.0586, -0.0395, -0.0577, 0.0079, 0.0037, -0.1172, -0.104, -0.0337, -0.0487, -0.0393, 0.0388, 0.0557, 0.039, 0.0504, 0.0245, 0.0185, -0.0221, -0.0083, 0.0, 0.0, 0.0006, 0.0036, -0.008, 0.0687, 0.0708, 0.08, 0.0543, -0.0276, 0.0358, 0.071, 0.077, 0.1061, 0.0963, 0.1143, 0.1468, 0.1208, 0.135, 0.135, 0.1135, 0.1347, 0.1615, 0.1589, 0.1698, 0.0603, 0.1055, 0.0598, 0.0714, 0.0896, 0.0896, 0.1282, 0.133, 0.1607, 0.1556, 0.1524, 0.2096, 0.2049, 0.2238, 0.2488, 0.245, 0.231, 0.2089, 0.254, 0.2559, 0.2878, 0.2804, 0.2671, 0.2863, 0.2842, 0.2511, 0.3029, 0.4052, 0.456, 0.4776, 0.5162, 0.4815, 0.5163, 0.4952, 0.468, 0.4368, 0.4113, 0.2793, 0.2652, 0.2666, 0.2873, 0.2746, 0.3046, 0.2709, 0.2823, 0.2709, 0.2709, 0.2739, 0.2562, 0.2662, 0.2417, 0.2659, 0.3167, 0.3522, 0.3329, 0.3902, 0.3885, 0.3807, 0.3651, 0.4352, 0.4791, 0.4543, 0.4804, 0.4562, 0.4526, 0.44, 0.4505, 0.4794, 0.4999, 0.5169, 0.4035, 0.4559, 0.4773, 0.4886, 0.5041, 0.4228, 0.4371, 0.4576, 0.4567, 0.4445, 0.4447, 0.4726, 0.472, 0.4232, 0.4636, 0.4973, 0.5342, 0.5376, 0.6123, 0.5777, 0.6257, 0.6802, 0.5468, 0.5238, 0.4196, 0.4429, 0.5701, 0.5486, 0.4936, 0.396, 0.4112, 0.3888]}
{"unit_id": "thread:1902913166662947159", "ticker_idx": 0, "ts": "2025-03-21T02:40:28+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$PLTR very unlikely to be cancelled. They are obviously Lethal.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "PLTR very unlikely to face DoD/DOGE contract cancellations given its lethal-AI focus; bullish.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "self_thread", "lang": "en", "tweet_text": "$PLTR Non-lethal, Non-value add contracts cancelled by DoD (@DOGE)\n\n\"I need LETHAL machine learning models, not equitable machine learning models\" @PeteHegseth \n\nhttps://t.co/Xixa37hIxX\n\n---\n\n@DOGE @PeteHegseth If you've watched the whole video, you will get a feeling of what DoD & DOGE are looking for in terms of cancelling.\n\n$PLTR very unlikely to be cancelled. They are obviously Lethal.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.03924801814816237, "ret_signed_m1d": -0.03924801814816237, "alpha_spy_m1d": -0.0389183447311654, "alpha_c_m1d": -0.0389183447311654, "bench_spy_m1d": -0.0003296734169969673, "bench_c_m1d": -0.0003296734169969673, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.06365436426786131, "ret_signed_p1d": 0.06365436426786131, "alpha_spy_p1d": 0.045745876516260386, "alpha_c_p1d": 0.045745876516260386, "bench_spy_p1d": 0.01790848775160092, "bench_c_p1d": 0.01790848775160092, "ret_p1w": -0.056178547293145975, "ret_signed_p1w": -0.056178547293145975, "alpha_spy_p1w": -0.04142621060659646, "alpha_c_p1w": -0.04142621060659646, "bench_spy_p1w": -0.014752336686549516, "bench_c_p1w": -0.014752336686549516, "ret_p1m": -0.001758971353619465, "ret_signed_p1m": -0.001758971353619465, "alpha_spy_p1m": 0.08707402206344772, "alpha_c_p1m": 0.08707402206344772, "bench_spy_p1m": -0.08883299341706719, "bench_c_p1m": -0.08883299341706719, "ret_p3m": 0.5386984182342531, "ret_signed_p3m": 0.5386984182342531, "alpha_spy_p3m": 0.4793700433178787, "alpha_c_p3m": 0.4793700433178787, "bench_spy_p3m": 0.05932837491637444, "bench_c_p3m": 0.05932837491637444, "ret_p6m": 0.8822560294318826, "ret_signed_p6m": 0.8822560294318826, "alpha_spy_p6m": 0.706923985526934, "alpha_c_p6m": 0.706923985526934, "bench_spy_p6m": 0.1753320439049486, "bench_c_p6m": 0.1753320439049486, "ret_p1y": 0.661609508695002, "ret_signed_p1y": 0.661609508695002, "alpha_spy_p1y": 0.4504364551728959, "alpha_c_p1y": 0.4504364551728959, "bench_spy_p1y": 0.21117305352210614, "bench_c_p1y": 0.21117305352210614, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.001758971353619465, "alpha_spy_stated": 0.08707402206344772, "alpha_c_stated": 0.08707402206344772, "price_path": [-0.0943, -0.0943, -0.097, -0.1306, -0.1515, -0.1685, -0.1685, -0.1734, -0.1217, -0.1653, -0.2305, -0.2499, -0.2499, -0.2606, -0.2856, -0.2754, -0.2509, -0.2388, -0.211, -0.211, -0.1967, -0.1549, -0.1317, -0.1317, -0.1706, -0.118, -0.1231, -0.1071, -0.0931, -0.0794, 0.1415, 0.1143, 0.2234, 0.2187, 0.2824, 0.2381, 0.2906, 0.2963, 0.31, 0.31, 0.3701, 0.232, 0.1683, 0.1142, -0.0031, -0.0343, -0.0181, -0.0681, -0.0664, -0.0829, -0.0721, -0.0091, -0.1154, -0.0665, -0.1603, -0.1419, -0.0804, -0.1247, -0.0519, -0.0397, -0.0777, -0.0534, -0.0392, 0.0, 0.0637, 0.0609, 0.0145, -0.0096, -0.0562, -0.0721, -0.069, -0.0386, -0.0809, -0.1863, -0.1442, -0.15, 0.0115, -0.0261, -0.0265, 0.0182, 0.0818, 0.0192, 0.031, 0.031, -0.0018, 0.0333, 0.1084, 0.1849, 0.2399, 0.2604, 0.2762, 0.3021, 0.2775, 0.3663, 0.3607, 0.1968, 0.2146, 0.3099, 0.2896, 0.3023, 0.4083, 0.4312, 0.4085, 0.4239, 0.3889, 0.3807, 0.3256, 0.3444, 0.3557, 0.3557, 0.3565, 0.3606, 0.3448, 0.4488, 0.4516, 0.4641, 0.4293, 0.3183, 0.4041, 0.4518, 0.4601, 0.4995, 0.4863, 0.5106, 0.5546, 0.5193, 0.5387, 0.5387, 0.5095, 0.5383, 0.5746, 0.571, 0.5859, 0.4373, 0.4987, 0.4367, 0.4525, 0.4771, 0.4771, 0.5295, 0.5359, 0.5735, 0.5666, 0.5622, 0.6397, 0.6335, 0.6591, 0.6929, 0.6878, 0.6688, 0.6389, 0.7, 0.7025, 0.7458, 0.7357, 0.7177, 0.7437, 0.7409, 0.696, 0.7663, 0.9049, 0.9738, 1.0031, 1.0554, 1.0084, 1.0555, 1.0269, 0.9901, 0.9478, 0.9133, 0.7343, 0.7151, 0.717, 0.7452, 0.7279, 0.7686, 0.723, 0.7383, 0.7228, 0.7228, 0.727, 0.7029, 0.7166, 0.6833, 0.7161, 0.785, 0.8331, 0.8069, 0.8847, 0.8823]}
{"unit_id": "quote:1923954002498289991", "ticker_idx": 0, "ts": "2025-05-18T04:09:14+00:00", "symbol": "HOOD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "On Wave 1 and 5.7% away from ATH. I think it will challenge it soon. Where $PLTR goes, I think $HOOD will follow.", "tweet_type": "prediction", "timeline": "weeks", "summary": "Long HOOD; expects it to challenge ATH soon, following PLTR's trajectory, currently 5.7% away.", "resolved_tickers": ["HOOD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "quote", "lang": "en", "tweet_text": "🟦 $HOOD When weekly BLUE candle shows up, you just BUY and HOLD. It's free money!\n\nOn Wave 1 and 5.7% away from ATH. I think it will challenge it soon. Where $PLTR goes, I think $HOOD will follow.\n\nOur smart candle system is like cheat code. Only $0.67 per day. Try for FREE! https://t.co/kMeLB4wXx2", "reply_text": null, "parent_text": null, "quoted_text": "Quickest way to become a millionare:\nStep1: Avoid buying avocados and coffee 😂\nStep2: Avoid buying our 67-cent/day BLUE Candle Alert Wealth Creation System--crafted by two Data Scientists obsessed with making YOU rich!👇\n\n$HIMS: +124% (Alerted at $28)\n$TMDX: +87% (Alerted at", "parent_author": null, "ret_m1d": -0.039053966899560866, "ret_signed_m1d": -0.039053966899560866, "alpha_spy_m1d": -0.037961238454857216, "alpha_c_m1d": -0.03847284886068403, "bench_spy_m1d": -0.00109272844470365, "bench_c_m1d": -0.0005811180388768378, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.00995809946276105, "ret_signed_p1d": 0.00995809946276105, "alpha_spy_p1d": 0.013320356838704028, "alpha_c_p1d": 0.015382294546127384, "bench_spy_p1d": -0.0033622573759429786, "bench_c_p1d": -0.005424195083366334, "ret_p1w": -0.017115272002114934, "ret_signed_p1w": -0.017115272002114934, "alpha_spy_p1w": 0.009345154569852743, "alpha_c_p1w": 0.013299257861568936, "bench_spy_p1w": -0.026460426571967677, "bench_c_p1w": -0.03041452986368387, "ret_p1m": 0.1661739670610045, "ret_signed_p1m": 0.1661739670610045, "alpha_spy_p1m": 0.1616686212549039, "alpha_c_p1m": 0.19290765595795256, "bench_spy_p1m": 0.004505345806100625, "bench_c_p1m": -0.02673368889694805, "ret_p3m": 0.7225767055710015, "ret_signed_p3m": 0.7225767055710015, "alpha_spy_p3m": 0.6351485452868213, "alpha_c_p3m": 0.6921297198469112, "bench_spy_p3m": 0.08742816028418021, "bench_c_p3m": 0.030446985724090325, "ret_p6m": 1.052746220113801, "ret_signed_p6m": 1.052746220113801, "alpha_spy_p6m": 0.8979705275469452, "alpha_c_p6m": 1.0150066058761755, "bench_spy_p6m": 0.15477569256685575, "bench_c_p6m": 0.037739614237625396, "ret_p1y": 0.22996743707292389, "ret_signed_p1y": 0.22996743707292389, "alpha_spy_p1y": -0.01781315986978793, "alpha_c_p1y": 0.21019775168994403, "bench_spy_p1y": 0.24778059694271182, "bench_c_p1y": 0.01976968538297985, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.1661739670610045, "alpha_spy_stated": 0.1616686212549039, "alpha_c_stated": 0.19290765595795256, "price_path": [-0.0784, -0.1277, -0.1971, -0.2231, -0.2855, -0.2399, -0.241, -0.2205, -0.2704, -0.2808, -0.2513, -0.3023, -0.3089, -0.4456, -0.4343, -0.3944, -0.4396, -0.3895, -0.3462, -0.3761, -0.3341, -0.3207, -0.3098, -0.2475, -0.2508, -0.304, -0.3155, -0.3478, -0.3524, -0.344, -0.3359, -0.4047, -0.463, -0.449, -0.4683, -0.3432, -0.3697, -0.3204, -0.3132, -0.3141, -0.3674, -0.3593, -0.3593, -0.38, -0.3451, -0.3051, -0.2508, -0.2306, -0.2387, -0.2318, -0.2359, -0.2746, -0.244, -0.2524, -0.2424, -0.2222, -0.1587, -0.1497, -0.1064, -0.0265, -0.0448, -0.0559, -0.0391, 0.0, 0.01, -0.0064, 0.0078, -0.0171, -0.0171, 0.0272, 0.0135, -0.005, 0.0293, 0.0577, 0.1159, 0.1245, 0.1282, 0.1651, 0.1421, 0.1282, 0.1651, 0.1489, 0.1296, 0.1942, 0.1662, 0.2191, 0.2191, 0.2214, 0.188, 0.276, 0.2875, 0.3151, 0.2919, 0.4568, 0.4366, 0.5245, 0.4688, 0.4688, 0.4542, 0.4201, 0.471, 0.5357, 0.5301, 0.5553, 0.5488, 0.6065, 0.6407, 0.7075, 0.6235, 0.5847, 0.5883, 0.586, 0.6314, 0.6613, 0.6076, 0.6508, 0.6034, 0.5544, 0.655, 0.6409, 0.6438, 0.7307, 0.7836, 0.7679, 0.7752, 0.6901, 0.7226, 0.7764, 0.7896, 0.6726, 0.639, 0.654, 0.7009, 0.6795, 0.6929, 0.6014, 0.6134, 0.6186, 0.6186, 0.569, 0.5687, 0.6012, 0.5754, 0.8248, 0.8438, 0.8276, 0.8321, 0.7898, 0.7867, 0.8264, 0.846, 0.8813, 0.9415, 0.9432, 0.9636, 0.9729, 0.9084, 0.8948, 1.1273, 1.2278, 1.1649, 1.267, 1.3132, 1.2446, 1.2561, 1.3474, 1.3722, 1.1621, 1.1889, 1.0997, 1.0873, 1.0451, 1.0213, 1.113, 1.0513, 0.9795, 1.0901, 1.175, 1.2695, 1.2756, 1.253, 1.1483, 1.2838, 1.2885, 1.1285, 1.2169, 0.9773, 1.0283, 1.1142, 1.0527]}
{"unit_id": "quote:1912291557480505785", "ticker_idx": 0, "ts": "2025-04-15T23:46:50+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Nvidia's stock price may take a hit but can move forward with Blackwell and Rubin", "tweet_type": "analysis", "timeline": "months", "summary": "Bullish NVDA and TSM post-H20 ban: production redirected to higher-revenue Blackwell/Rubin, near-term hit already priced/disclosed.", "resolved_tickers": ["NVDA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "Here's the bright side of the $NVDA H20 export news:\n\nThis is far more certain than the unpredictable tariff on/off switch. Nvidia provided a specific charge number for Q1 2026 ($5.5B), demonstrating transparency. We can assume sales to China will be highly restrictive going forward. Nvidia's stock price may take a hit but can move forward with Blackwell and Rubin.\n\nIf you didn't know. $NVDA and $TSM can redirect production resources from H20 to Blackwell and Rubin, generating more revenue from other products. This happens all the time with semiconductor manufacturing, phase out the unpopular product and phase-in the new products.", "reply_text": null, "parent_text": null, "quoted_text": "$NVDA Now the US government requires a new license for exporting H20 to China\n\nNOT GOOD FOR VOLATILITY 😂", "parent_author": null, "ret_m1d": 0.07378689957340834, "ret_signed_m1d": 0.07378689957340834, "alpha_spy_m1d": 0.051053621847150676, "alpha_c_m1d": 0.029691224336255706, "bench_spy_m1d": 0.02273327772625766, "bench_c_m1d": 0.04409567523715263, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.02871097507287479, "ret_signed_p1d": -0.02871097507287479, "alpha_spy_p1d": -0.030137692184672882, "alpha_c_p1d": -0.019346390334235464, "bench_spy_p1d": 0.0014267171117980926, "bench_c_p1d": -0.009364584738639326, "ret_p1w": -0.017035147833733166, "ret_signed_p1w": -0.017035147833733166, "alpha_spy_p1w": -0.035602251460234546, "alpha_c_p1w": -0.04049795872284889, "bench_spy_p1w": 0.01856710362650138, "bench_c_p1w": 0.023462810889115726, "ret_p1m": 0.2903625454582943, "ret_signed_p1m": 0.2903625454582943, "alpha_spy_p1m": 0.16708898266649252, "alpha_c_p1m": 0.018790690624557627, "bench_spy_p1m": 0.1232735627918018, "bench_c_p1m": 0.2715718548337367, "ret_p3m": 0.5703070372953056, "ret_signed_p3m": 0.5703070372953056, "alpha_spy_p3m": 0.3781732091814547, "alpha_c_p3m": 0.10223397390829914, "bench_spy_p3m": 0.19213382811385094, "bench_c_p3m": 0.4680730633870065, "ret_p6m": 0.8431833707733392, "ret_signed_p6m": 0.8431833707733392, "alpha_spy_p6m": 0.5590636730108254, "alpha_c_p6m": 0.06695509498204211, "bench_spy_p6m": 0.2841196977625138, "bench_c_p6m": 0.776228275791297, "ret_p1y": 0.6980743750597282, "ret_signed_p1y": 0.6980743750597282, "alpha_spy_p1y": 0.4361405581552087, "alpha_c_p1y": -0.32683290329689463, "bench_spy_p1y": 0.26193381690451956, "bench_c_p1y": 1.0249072783566229, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.2903625454582943, "alpha_spy_stated": 0.16708898266649252, "alpha_c_stated": 0.018790690624557627, "price_path": [0.3178, 0.3178, 0.3477, 0.4074, 0.4088, 0.3648, 0.1332, 0.2344, 0.1837, 0.1928, 0.149, 0.1164, 0.1354, 0.1945, 0.2314, 0.2425, 0.2782, 0.2708, 0.2549, 0.2946, 0.3287, 0.3287, 0.334, 0.3323, 0.3408, 0.2864, 0.2467, 0.2118, 0.2563, 0.1498, 0.1954, 0.0915, 0.11, 0.1225, 0.0581, 0.0784, 0.0237, 0.0408, 0.1077, 0.1061, 0.1644, 0.1439, 0.1047, 0.1247, 0.1344, 0.1264, 0.1619, 0.155, 0.0887, 0.0664, 0.0496, 0.0372, 0.0542, 0.0568, -0.0257, -0.0974, -0.0656, -0.0784, 0.0942, 0.0295, 0.0616, 0.0595, 0.0738, 0.0, -0.0287, -0.0287, -0.0725, -0.0536, -0.017, 0.0186, 0.0624, 0.0406, 0.0434, 0.0424, 0.0681, 0.0958, 0.0893, 0.0866, 0.1203, 0.1233, 0.1164, 0.1771, 0.2435, 0.2952, 0.2904, 0.2958, 0.2974, 0.2861, 0.2614, 0.2712, 0.2565, 0.2565, 0.2968, 0.2902, 0.3321, 0.2932, 0.3148, 0.3515, 0.3582, 0.3397, 0.3563, 0.365, 0.3777, 0.367, 0.3878, 0.3588, 0.3848, 0.3794, 0.3924, 0.3924, 0.3768, 0.3798, 0.4155, 0.4769, 0.4837, 0.5098, 0.5121, 0.4672, 0.505, 0.525, 0.525, 0.5145, 0.5314, 0.5589, 0.5706, 0.5784, 0.5703, 0.6338, 0.6402, 0.6558, 0.6501, 0.6403, 0.5986, 0.6345, 0.6629, 0.6606, 0.6917, 0.6798, 0.7158, 0.7024, 0.6627, 0.7228, 0.7061, 0.7172, 0.7301, 0.7486, 0.7425, 0.753, 0.738, 0.7421, 0.7271, 0.742, 0.681, 0.6787, 0.6747, 0.7035, 0.721, 0.7397, 0.7381, 0.7244, 0.6671, 0.6671, 0.6345, 0.633, 0.643, 0.5985, 0.6109, 0.6343, 0.6972, 0.6958, 0.702, 0.7013, 0.6739, 0.6299, 0.6869, 0.691, 0.7574, 0.7078, 0.6939, 0.7008, 0.7055, 0.7406, 0.7859, 0.7922, 0.808, 0.7958, 0.7759, 0.7711, 0.8101, 0.8432]}
{"unit_id": "quote:1912291557480505785", "ticker_idx": 1, "ts": "2025-04-15T23:46:50+00:00", "symbol": "TSM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$NVDA and $TSM can redirect production resources from H20 to Blackwell and Rubin, generating more revenue from other products", "tweet_type": "analysis", "timeline": "months", "summary": "Bullish NVDA and TSM post-H20 ban: production redirected to higher-revenue Blackwell/Rubin, near-term hit already priced/disclosed.", "resolved_tickers": ["TSM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "Here's the bright side of the $NVDA H20 export news:\n\nThis is far more certain than the unpredictable tariff on/off switch. Nvidia provided a specific charge number for Q1 2026 ($5.5B), demonstrating transparency. We can assume sales to China will be highly restrictive going forward. Nvidia's stock price may take a hit but can move forward with Blackwell and Rubin.\n\nIf you didn't know. $NVDA and $TSM can redirect production resources from H20 to Blackwell and Rubin, generating more revenue from other products. This happens all the time with semiconductor manufacturing, phase out the unpopular product and phase-in the new products.", "reply_text": null, "parent_text": null, "quoted_text": "$NVDA Now the US government requires a new license for exporting H20 to China\n\nNOT GOOD FOR VOLATILITY 😂", "parent_author": null, "ret_m1d": 0.0373176817501204, "ret_signed_m1d": 0.0373176817501204, "alpha_spy_m1d": 0.01458440402386274, "alpha_c_m1d": -0.00677799348703223, "bench_spy_m1d": 0.02273327772625766, "bench_c_m1d": 0.04409567523715263, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.000461343564359451, "ret_signed_p1d": 0.000461343564359451, "alpha_spy_p1d": -0.0009653735474386416, "alpha_c_p1d": 0.009825928302998777, "bench_spy_p1d": 0.0014267171117980926, "bench_c_p1d": -0.009364584738639326, "ret_p1w": 0.040482463891111875, "ret_signed_p1w": 0.040482463891111875, "alpha_spy_p1w": 0.021915360264610495, "alpha_c_p1w": 0.01701965300199615, "bench_spy_p1w": 0.01856710362650138, "bench_c_p1w": 0.023462810889115726, "ret_p1m": 0.28054323587539876, "ret_signed_p1m": 0.28054323587539876, "alpha_spy_p1m": 0.15726967308359696, "alpha_c_p1m": 0.008971381041662063, "bench_spy_p1m": 0.1232735627918018, "bench_c_p1m": 0.2715718548337367, "ret_p3m": 0.5131938236111737, "ret_signed_p3m": 0.5131938236111737, "alpha_spy_p3m": 0.3210599954973228, "alpha_c_p3m": 0.04512076022416722, "bench_spy_p3m": 0.19213382811385094, "bench_c_p3m": 0.4680730633870065, "ret_p6m": 0.9906769601716252, "ret_signed_p6m": 0.9906769601716252, "alpha_spy_p6m": 0.7065572624091114, "alpha_c_p6m": 0.21444868438032816, "bench_spy_p6m": 0.2841196977625138, "bench_c_p6m": 0.776228275791297, "ret_p1y": 1.2630656754569003, "ret_signed_p1y": 1.2630656754569003, "alpha_spy_p1y": 1.0011318585523807, "alpha_c_p1y": 0.23815839710027742, "bench_spy_p1y": 0.26193381690451956, "bench_c_p1y": 1.0249072783566229, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.28054323587539876, "alpha_spy_stated": 0.15726967308359696, "alpha_c_stated": 0.008971381041662063, "price_path": [0.3891, 0.3891, 0.4363, 0.4659, 0.4752, 0.4572, 0.263, 0.3293, 0.3288, 0.3671, 0.3747, 0.3122, 0.3401, 0.3698, 0.3825, 0.3537, 0.3657, 0.3709, 0.3554, 0.3256, 0.3391, 0.3391, 0.3315, 0.3198, 0.3142, 0.302, 0.2587, 0.2437, 0.2782, 0.1893, 0.1857, 0.136, 0.1822, 0.2103, 0.1549, 0.1631, 0.1208, 0.1229, 0.1636, 0.1269, 0.1434, 0.1575, 0.1415, 0.1456, 0.1701, 0.1652, 0.1944, 0.1927, 0.1439, 0.1093, 0.0895, 0.0945, 0.1119, 0.1234, 0.0376, -0.0321, -0.0363, -0.0679, 0.0467, -0.0036, 0.0357, 0.0275, 0.0373, 0.0, 0.0005, 0.0005, -0.0251, -0.0018, 0.0405, 0.0825, 0.0885, 0.0773, 0.0845, 0.099, 0.1388, 0.182, 0.1631, 0.1359, 0.1508, 0.1553, 0.1638, 0.2328, 0.279, 0.2841, 0.2805, 0.2805, 0.2758, 0.2755, 0.2643, 0.2935, 0.2658, 0.2658, 0.3034, 0.2932, 0.2999, 0.2746, 0.2846, 0.3029, 0.3345, 0.3407, 0.3528, 0.3648, 0.4008, 0.4116, 0.4256, 0.3969, 0.4272, 0.4155, 0.4128, 0.4128, 0.3864, 0.3918, 0.4564, 0.474, 0.4824, 0.5125, 0.4988, 0.4868, 0.5458, 0.5538, 0.5538, 0.5165, 0.5078, 0.5342, 0.5204, 0.5246, 0.5132, 0.568, 0.572, 0.6252, 0.5908, 0.5806, 0.5524, 0.5904, 0.5988, 0.6252, 0.6064, 0.597, 0.6074, 0.5989, 0.5565, 0.5816, 0.5383, 0.5311, 0.6055, 0.6003, 0.602, 0.6166, 0.5977, 0.5948, 0.5808, 0.5975, 0.5399, 0.5127, 0.5043, 0.5418, 0.559, 0.5797, 0.5835, 0.5767, 0.5278, 0.5278, 0.5113, 0.5312, 0.5565, 0.6107, 0.6357, 0.6604, 0.7234, 0.7133, 0.7161, 0.7296, 0.7396, 0.7445, 0.7833, 0.7583, 0.8098, 0.8767, 0.8634, 0.8365, 0.8146, 0.8138, 0.854, 0.9149, 0.9125, 0.9396, 1.0074, 0.9518, 1.0215, 0.9907]}
{"unit_id": "quote:1896037109531885666", "ticker_idx": 0, "ts": "2025-03-02T03:17:28+00:00", "symbol": "RCAT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$RCAT Short-Range Reconnaissance (SRR) Drone", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Highlights RCAT and PLTR as beneficiaries of SRR drone program featured at Palantir's DC office.", "resolved_tickers": ["RCAT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "quote", "lang": "en", "tweet_text": "👀 $PLTR Gadget Studio in Palantir DC Office\n\n- SKYKIT / SKYDIO Short-Range Reconnaissance (SRR) Drone\n- $RCAT Short-Range Reconnaissance (SRR) Drone\n- @shieldaitech Drone, not in here...", "reply_text": null, "parent_text": null, "quoted_text": "- SKYKIT / SKYDIO 단거리 정찰(SRR) 드론\n- REDCAT 단거리 정찰(SRR) 드론\n\n- 실드 AI 드론은 없던걸로 https://t.co/PdmFJ8F9ey", "parent_author": null, "ret_m1d": 0.11310585604808843, "ret_signed_m1d": 0.11310585604808843, "alpha_spy_m1d": 0.09527334877234073, "alpha_c_m1d": 0.09867026255240186, "bench_spy_m1d": 0.0178325072757477, "bench_c_m1d": 0.014435593495686572, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.02692999833834664, "ret_signed_p1d": -0.02692999833834664, "alpha_spy_p1d": -0.015093024002936883, "alpha_c_p1d": -0.007434576471149756, "bench_spy_p1d": -0.011836974335409756, "bench_c_p1d": -0.019495421867196883, "ret_p1w": -0.1355475926701314, "ret_signed_p1w": -0.1355475926701314, "alpha_spy_p1w": -0.09582302625598416, "alpha_c_p1w": -0.11887986148287155, "bench_spy_p1w": -0.03972456641414723, "bench_c_p1w": -0.016667731187259838, "ret_p1m": 0.14721717586224692, "ret_signed_p1m": 0.14721717586224692, "alpha_spy_p1m": 0.18338306769338508, "alpha_c_p1m": 0.16340217010226488, "bench_spy_p1m": -0.036165891831138164, "bench_c_p1m": -0.016184994240017958, "ret_p3m": 0.07540387549602401, "ret_signed_p3m": 0.07540387549602401, "alpha_spy_p3m": 0.06160561036051759, "alpha_c_p3m": 0.010083271977644692, "bench_spy_p3m": 0.013798265135506416, "bench_c_p3m": 0.06532060351837932, "ret_p6m": 0.6858168858048663, "ret_signed_p6m": 0.6858168858048663, "alpha_spy_p6m": 0.5740541497770826, "alpha_c_p6m": 0.539093665324601, "bench_spy_p6m": 0.11176273602778375, "bench_c_p6m": 0.14672322048026532, "ret_p1y": 1.1687611402896825, "ret_signed_p1y": 1.1687611402896825, "alpha_spy_p1y": 0.9793386050020274, "alpha_c_p1y": 0.8483849896239175, "bench_spy_p1y": 0.18942253528765507, "bench_c_p1y": 0.32037615066576497, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.14721717586224692, "alpha_spy_stated": 0.18338306769338508, "alpha_c_stated": 0.16340217010226488, "price_path": [0.5063, 0.5548, 0.4668, 0.3788, 0.3824, 0.3088, 0.2908, 0.4776, 0.8761, 0.7361, 0.4632, 0.6311, 0.93, 0.9803, 1.1346, 1.1346, 1.4075, 1.2011, 1.5296, 1.307, 1.307, 1.1418, 1.3698, 1.5476, 1.3447, 1.1239, 1.1239, 0.8007, 0.675, 0.6822, 0.9587, 0.8142, 0.5359, 0.5359, 0.5189, 0.5709, 0.4919, 0.5494, 0.4452, 0.6616, 0.6786, 0.5637, 0.5781, 0.5835, 0.8061, 0.7594, 0.9048, 0.9318, 0.93, 0.7262, 0.6697, 0.693, 0.6014, 0.6014, 0.5996, 0.5691, 0.526, 0.3932, 0.254, 0.1876, 0.2172, 0.1311, 0.1131, 0.0, -0.0269, -0.0323, -0.0521, -0.0323, -0.1355, -0.1131, -0.1113, -0.1167, 0.0162, 0.0395, -0.0754, -0.0305, -0.061, -0.0269, 0.0736, 0.1059, 0.044, 0.0772, 0.0575, 0.0557, 0.1472, 0.3321, 0.219, 0.1077, 0.1652, 0.1885, 0.3375, 0.0413, 0.1059, 0.07, 0.0287, -0.07, -0.079, -0.079, -0.1634, -0.1409, -0.1023, -0.0521, -0.0682, -0.0646, -0.0862, -0.0987, -0.0898, 0.0673, -0.0054, -0.0449, -0.0341, 0.0233, 0.0646, 0.1041, 0.1454, 0.1939, 0.1652, 0.2352, 0.2352, 0.2172, 0.14, 0.2083, 0.2244, 0.2244, 0.1346, 0.1005, 0.0754, 0.0682, 0.1598, 0.2442, 0.4488, 0.3142, 0.465, 0.5799, 0.5422, 0.5135, 0.5709, 0.4973, 0.6499, 0.3142, 0.3097, 0.3097, 0.2334, 0.289, 0.2819, 0.2711, 0.3429, 0.2873, 0.307, 0.2424, 0.2819, 0.2711, 0.2711, 0.219, 0.2388, 0.237, 0.2172, 0.5386, 0.8546, 0.8438, 1.0575, 1.1921, 1.0233, 0.6903, 0.6122, 0.7163, 0.7774, 0.6984, 0.6248, 0.4794, 0.4704, 0.4865, 0.4722, 0.5853, 0.7971, 0.702, 0.675, 0.675, 0.6813, 0.7056, 0.6858, 0.6822, 0.5099, 0.6499, 0.6176, 0.614, 0.7487, 0.763, 0.8079, 0.6858]}
{"unit_id": "quote:1896037109531885666", "ticker_idx": 1, "ts": "2025-03-02T03:17:28+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$PLTR Gadget Studio in Palantir DC Office", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Highlights RCAT and PLTR as beneficiaries of SRR drone program featured at Palantir's DC office.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "👀 $PLTR Gadget Studio in Palantir DC Office\n\n- SKYKIT / SKYDIO Short-Range Reconnaissance (SRR) Drone\n- $RCAT Short-Range Reconnaissance (SRR) Drone\n- @shieldaitech Drone, not in here...", "reply_text": null, "parent_text": null, "quoted_text": "- SKYKIT / SKYDIO 단거리 정찰(SRR) 드론\n- REDCAT 단거리 정찰(SRR) 드론\n\n- 실드 AI 드론은 없던걸로 https://t.co/PdmFJ8F9ey", "parent_author": null, "ret_m1d": 0.017981299843260024, "ret_signed_m1d": 0.017981299843260024, "alpha_spy_m1d": 0.00014879256751232361, "alpha_c_m1d": 0.00014879256751232361, "bench_spy_m1d": 0.0178325072757477, "bench_c_m1d": 0.0178325072757477, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.01174782280561626, "ret_signed_p1d": 0.01174782280561626, "alpha_spy_p1d": 0.023584797141026015, "alpha_c_p1d": 0.023584797141026015, "bench_spy_p1d": -0.011836974335409756, "bench_c_p1d": -0.011836974335409756, "ret_p1w": -0.08439224490594777, "ret_signed_p1w": -0.08439224490594777, "alpha_spy_p1w": -0.04466767849180053, "alpha_c_p1w": -0.04466767849180053, "bench_spy_p1w": -0.03972456641414723, "bench_c_p1w": -0.03972456641414723, "ret_p1m": 0.015104317476472007, "ret_signed_p1m": 0.015104317476472007, "alpha_spy_p1m": 0.05127020930761017, "alpha_c_p1m": 0.05127020930761017, "bench_spy_p1m": -0.036165891831138164, "bench_c_p1m": -0.036165891831138164, "ret_p3m": 0.46631506089339836, "ret_signed_p3m": 0.46631506089339836, "alpha_spy_p3m": 0.45251679575789194, "alpha_c_p3m": 0.45251679575789194, "bench_spy_p3m": 0.013798265135506416, "bench_c_p3m": 0.013798265135506416, "ret_p6m": 0.9284344119906063, "ret_signed_p6m": 0.9284344119906063, "alpha_spy_p6m": 0.8166716759628225, "alpha_c_p6m": 0.8166716759628225, "bench_spy_p6m": 0.11176273602778375, "bench_c_p6m": 0.11176273602778375, "ret_p1y": 0.62287230705323, "ret_signed_p1y": 0.62287230705323, "alpha_spy_p1y": 0.433449771765575, "alpha_c_p1y": 0.433449771765575, "bench_spy_p1y": 0.18942253528765507, "bench_c_p1y": 0.18942253528765507, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.015104317476472007, "alpha_spy_stated": 0.05127020930761017, "alpha_c_stated": 0.05127020930761017, "price_path": [-0.1627, -0.1385, -0.0849, -0.1314, -0.1502, -0.1308, -0.1225, -0.0881, -0.0919, -0.1082, -0.1428, -0.1104, -0.0344, -0.0327, -0.0125, -0.0125, -0.0153, -0.052, -0.0748, -0.0934, -0.0934, -0.0987, -0.0423, -0.0899, -0.161, -0.1821, -0.1821, -0.1937, -0.2211, -0.2099, -0.1832, -0.17, -0.1397, -0.1397, -0.1241, -0.0785, -0.0532, -0.0532, -0.0957, -0.0382, -0.0439, -0.0264, -0.0111, 0.0038, 0.2447, 0.2151, 0.334, 0.3288, 0.3983, 0.35, 0.4072, 0.4135, 0.4284, 0.4284, 0.4939, 0.3433, 0.2739, 0.2149, 0.087, 0.053, 0.0706, 0.0162, 0.018, 0.0, 0.0117, 0.0804, -0.0355, 0.0179, -0.0844, -0.0644, 0.0028, -0.0456, 0.0338, 0.0471, 0.0056, 0.0321, 0.0476, 0.0904, 0.1598, 0.1568, 0.1062, 0.08, 0.0291, 0.0117, 0.0151, 0.0483, 0.0022, -0.1128, -0.0669, -0.0731, 0.103, 0.062, 0.0615, 0.1103, 0.1796, 0.1114, 0.1242, 0.1242, 0.0885, 0.1267, 0.2086, 0.292, 0.352, 0.3744, 0.3915, 0.4198, 0.393, 0.4898, 0.4837, 0.305, 0.3244, 0.4283, 0.4061, 0.42, 0.5356, 0.5605, 0.5358, 0.5526, 0.5144, 0.5055, 0.4455, 0.466, 0.4782, 0.4782, 0.4791, 0.4836, 0.4663, 0.5797, 0.5828, 0.5964, 0.5585, 0.4374, 0.531, 0.5831, 0.5921, 0.635, 0.6206, 0.6471, 0.6952, 0.6567, 0.6778, 0.6778, 0.6459, 0.6773, 0.717, 0.713, 0.7292, 0.5673, 0.6341, 0.5665, 0.5838, 0.6106, 0.6106, 0.6677, 0.6748, 0.7158, 0.7082, 0.7034, 0.7879, 0.7811, 0.809, 0.846, 0.8403, 0.8196, 0.787, 0.8536, 0.8564, 0.9036, 0.8926, 0.8729, 0.9013, 0.8982, 0.8493, 0.9259, 1.0771, 1.1522, 1.1841, 1.2412, 1.1899, 1.2413, 1.2101, 1.17, 1.1238, 1.0862, 0.891, 0.8702, 0.8722, 0.9029, 0.8841, 0.9284]}
{"unit_id": "quote:1913258781280280658", "ticker_idx": 0, "ts": "2025-04-18T15:50:14+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU \"Undervalued with high growth potential\" Value + Future Growth Bargain of the Century", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long MU: undervalued at ~11x forward PE with high growth potential in HBM/AI memory.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU \"Undervalued with high growth potential\"\n\nValue + Future Growth\n\nBargain of the Century https://t.co/l149S4CXet", "reply_text": null, "parent_text": null, "quoted_text": "🔝👍 Top Long Term Growth Stocks:\n\n1 - $PLTR: Most Powerful Software on Earth. Lethal Machine Learning. Super Integration Company.\n\n2 - $MU: Automotive, Mobile, Compute and AI Memory Solutions. HBM (AI) revenue expected to match DRAM. Forward PE ratio of ~11, Bargain of the", "parent_author": null, "ret_m1d": 0.030865980730519604, "ret_signed_m1d": 0.030865980730519604, "alpha_spy_m1d": 0.006482828349593017, "alpha_c_m1d": 0.005843332619779984, "bench_spy_m1d": 0.024383152380926587, "bench_c_m1d": 0.02502264811073962, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05199283086682871, "ret_signed_p1d": 0.05199283086682871, "alpha_spy_p1d": 0.025975009335675425, "alpha_c_p1d": 0.03032431152480841, "bench_spy_p1d": 0.026017821531153285, "bench_c_p1d": 0.021668519342020298, "ret_p1w": 0.17710499897041965, "ret_signed_p1w": 0.17710499897041965, "alpha_spy_p1w": 0.10516203172432581, "alpha_c_p1w": 0.05561219653471583, "bench_spy_p1w": 0.07194296724609384, "bench_c_p1w": 0.12149280243570382, "ret_p1m": 0.4698830289072, "ret_signed_p1m": 0.4698830289072, "alpha_spy_p1m": 0.3162090130344566, "alpha_c_p1m": 0.1626371736316632, "bench_spy_p1m": 0.15367401587274343, "bench_c_p1m": 0.3072458552755368, "ret_p3m": 0.6986304462190682, "ret_signed_p3m": 0.6986304462190682, "alpha_spy_p3m": 0.47286441336007434, "alpha_c_p3m": 0.14557723153192836, "bench_spy_p3m": 0.22576603285899388, "bench_c_p3m": 0.5530532146871399, "ret_p6m": 1.8072118060373854, "ret_signed_p6m": 1.8072118060373854, "alpha_spy_p6m": 1.5111325970910285, "alpha_c_p6m": 1.0316700054520753, "bench_spy_p6m": 0.29607920894635686, "bench_c_p6m": 0.7755418005853101, "ret_p1y": 5.108833455160317, "ret_signed_p1y": 5.108833455160317, "alpha_spy_p1y": 4.778251309030748, "alpha_c_p1y": 3.850216762730584, "bench_spy_p1y": 0.3305821461295697, "bench_c_p1y": 1.258616692429733, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.4698830289072, "alpha_spy_stated": 0.3162090130344566, "alpha_c_stated": 0.1626371736316632, "price_path": [0.6345, 0.5688, 0.5441, 0.3634, 0.3206, 0.3319, 0.3842, 0.3653, 0.3456, 0.3566, 0.4006, 0.4147, 0.3812, 0.4355, 0.4078, 0.3719, 0.4315, 0.4892, 0.4892, 0.598, 0.5616, 0.544, 0.479, 0.4277, 0.3949, 0.4621, 0.374, 0.4011, 0.3548, 0.3647, 0.4117, 0.3358, 0.3911, 0.3031, 0.3325, 0.4312, 0.4198, 0.5082, 0.5429, 0.5221, 0.5272, 0.5413, 0.4174, 0.4506, 0.4093, 0.3786, 0.3641, 0.3234, 0.3019, 0.3292, 0.3275, 0.1139, -0.0303, 0.0244, -0.018, 0.1668, 0.0496, 0.0421, 0.0641, 0.0644, 0.0388, 0.0309, 0.0309, 0.0, 0.052, 0.0927, 0.16, 0.1954, 0.1771, 0.1519, 0.153, 0.1653, 0.2095, 0.205, 0.2063, 0.2379, 0.2758, 0.2865, 0.3828, 0.4524, 0.4282, 0.4302, 0.4684, 0.4781, 0.4699, 0.436, 0.4209, 0.399, 0.399, 0.4441, 0.4411, 0.4504, 0.4153, 0.4711, 0.5321, 0.547, 0.5926, 0.6266, 0.6624, 0.7102, 0.7385, 0.7408, 0.7321, 0.7956, 0.8031, 0.8253, 0.8253, 0.852, 0.8292, 0.9165, 0.9067, 0.8879, 0.8693, 0.8467, 0.8114, 0.8241, 0.8323, 0.8323, 0.7985, 0.866, 0.8333, 0.8464, 0.8677, 0.7789, 0.8014, 0.7462, 0.6986, 0.7156, 0.6982, 0.638, 0.6472, 0.6757, 0.6686, 0.6685, 0.6791, 0.7208, 0.6368, 0.573, 0.6163, 0.6356, 0.6314, 0.6778, 0.7831, 0.8555, 0.9159, 0.8638, 0.8791, 0.8128, 0.853, 0.8305, 0.7579, 0.7366, 0.7649, 0.746, 0.7472, 0.766, 0.8297, 0.7849, 0.7849, 0.7769, 0.7805, 0.8629, 0.9702, 0.9716, 1.0283, 1.0997, 1.2582, 1.3581, 1.3662, 1.3819, 1.3995, 1.5329, 1.4406, 1.4689, 1.4958, 1.4253, 1.3521, 1.3587, 1.4581, 1.5094, 1.7318, 1.7558, 1.8188, 1.8657, 1.7867, 1.9495, 1.8863, 1.7253, 1.8929, 1.8072]}
{"unit_id": "quote:1914500173386146124", "ticker_idx": 0, "ts": "2025-04-22T02:03:05+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Micron is the Bargain of the Century", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long MU: at $75B mkt cap vs $8.1B quarterly revenue, author calls it the bargain of the century vs AMD and PLTR on valuation.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU: $75B Market Cap, $8.1B revenue last qtr\n$AMD: $138B Market Cap, $7.8B revenue last qtr\n$PLTR: $213B Market Cap, $0.8B revenue last qtr\n\nYou can't undo what you've seen.\nMicron is the Bargain of the Century.", "reply_text": null, "parent_text": null, "quoted_text": "$MU Alerts Customers to Price Hikes, Signaling Robust 2025-26 Demand. Here's the letter from EVP of Sales\n\nValued Channel Partners, Recent market dynamics indicate that the memory and storage markets have started to recover, with growth anticipated through calendar 2025 and 2026. https://t.co/llVwj8NP4p", "parent_author": null, "ret_m1d": -0.04942317983667932, "ret_signed_m1d": -0.04942317983667932, "alpha_spy_m1d": -0.02406511978629322, "alpha_c_m1d": -0.028214227097315914, "bench_spy_m1d": -0.0253580600503861, "bench_c_m1d": -0.021208952739363407, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03874086101864238, "ret_signed_p1d": 0.03874086101864238, "alpha_spy_p1d": 0.02324538070981741, "alpha_c_p1d": 0.0022113623934547633, "bench_spy_p1d": 0.015495480308824972, "bench_c_p1d": 0.03652949862518762, "ret_p1w": 0.09500063775850598, "ret_signed_p1w": 0.09500063775850598, "alpha_spy_p1w": 0.04365882894526374, "alpha_c_p1w": -0.000830481855556009, "bench_spy_p1w": 0.05134180881324224, "bench_c_p1w": 0.09583111961406199, "ret_p1m": 0.365047522539671, "ret_signed_p1m": 0.365047522539671, "alpha_spy_p1m": 0.2595757749676191, "alpha_c_p1m": 0.10673585580507394, "bench_spy_p1m": 0.10547174757205191, "bench_c_p1m": 0.25831166673459705, "ret_p3m": 0.6307884753824673, "ret_signed_p3m": 0.6307884753824673, "alpha_spy_p3m": 0.43698028148987, "alpha_c_p3m": 0.11796921625212664, "bench_spy_p3m": 0.1938081938925973, "bench_c_p3m": 0.5128192591303407, "ret_p6m": 1.7380851624911728, "ret_signed_p6m": 1.7380851624911728, "alpha_spy_p6m": 1.4692639353735657, "alpha_c_p6m": 0.9570533381347122, "bench_spy_p6m": 0.26882122711760714, "bench_c_p6m": 0.7810318243564607, "ret_p1y": 5.017930653919775, "ret_signed_p1y": 5.017930653919775, "alpha_spy_p1y": 4.713607990124625, "alpha_c_p1y": 3.768587471506462, "bench_spy_p1y": 0.3043226637951506, "bench_c_p1y": 1.249343182413313, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.365047522539671, "alpha_spy_stated": 0.2595757749676191, "alpha_c_stated": 0.10673585580507394, "price_path": [0.4913, 0.4678, 0.296, 0.2553, 0.2661, 0.3158, 0.2978, 0.2791, 0.2896, 0.3314, 0.3448, 0.3129, 0.3646, 0.3382, 0.3041, 0.3607, 0.4156, 0.4156, 0.519, 0.4845, 0.4677, 0.4059, 0.3572, 0.326, 0.3899, 0.3061, 0.3318, 0.2879, 0.2973, 0.3419, 0.2698, 0.3223, 0.2387, 0.2667, 0.3604, 0.3496, 0.4337, 0.4667, 0.4469, 0.4517, 0.4651, 0.3473, 0.3789, 0.3397, 0.3105, 0.2967, 0.258, 0.2376, 0.2635, 0.2619, 0.0588, -0.0782, -0.0262, -0.0665, 0.1091, -0.0023, -0.0094, 0.0115, 0.0118, -0.0125, -0.0201, -0.0201, -0.0494, 0.0, 0.0387, 0.1027, 0.1363, 0.1189, 0.095, 0.096, 0.1077, 0.1497, 0.1454, 0.1467, 0.1768, 0.2128, 0.2229, 0.3145, 0.3806, 0.3576, 0.3595, 0.3958, 0.4051, 0.3972, 0.365, 0.3507, 0.3299, 0.3299, 0.3727, 0.3699, 0.3787, 0.3454, 0.3984, 0.4563, 0.4706, 0.5139, 0.5462, 0.5803, 0.6257, 0.6526, 0.6548, 0.6465, 0.7069, 0.714, 0.7351, 0.7351, 0.7604, 0.7388, 0.8218, 0.8124, 0.7946, 0.777, 0.7554, 0.7218, 0.7339, 0.7418, 0.7418, 0.7096, 0.7738, 0.7427, 0.7551, 0.7753, 0.691, 0.7123, 0.6599, 0.6147, 0.6308, 0.6143, 0.5571, 0.5658, 0.5929, 0.5862, 0.586, 0.5961, 0.6358, 0.5559, 0.4952, 0.5364, 0.5548, 0.5508, 0.5949, 0.6949, 0.7638, 0.8213, 0.7716, 0.7862, 0.7232, 0.7614, 0.74, 0.671, 0.6507, 0.6777, 0.6597, 0.6609, 0.6787, 0.7393, 0.6967, 0.6967, 0.6891, 0.6925, 0.7708, 0.8729, 0.8741, 0.928, 0.9959, 1.1466, 1.2415, 1.2492, 1.2642, 1.2809, 1.4078, 1.3199, 1.3469, 1.3724, 1.3054, 1.2358, 1.2421, 1.3366, 1.3854, 1.5968, 1.6196, 1.6795, 1.7241, 1.6489, 1.8037, 1.7436, 1.5906, 1.7499, 1.6685, 1.7381]}
{"unit_id": "reply:1924930174597956007", "ticker_idx": 0, "ts": "2025-05-20T20:48:11+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The technology is going to require state of art software. That calls for $PLTR", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long PLTR as the required state-of-the-art software provider for defense technology modernization.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@SpeculationStud True. The technology is going to require state of art software. That calls for $PLTR", "reply_text": null, "parent_text": "@TradexWhisperer True, but still bulish. Just no specific companies mentioned except l3harris. Also Hegseth mentioned an open architecture for procurement which should get scooped up by the most competent companies aka: $PLTR", "quoted_text": null, "parent_author": "SpeculationStud", "ret_m1d": 0.04154913278120098, "ret_signed_m1d": 0.04154913278120098, "alpha_spy_m1d": 0.024409542041560206, "alpha_c_m1d": 0.024409542041560206, "bench_spy_m1d": 0.017139590739640775, "bench_c_m1d": 0.017139590739640775, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.014181448486528803, "ret_signed_p1d": 0.014181448486528803, "alpha_spy_p1d": 0.013786846589508794, "alpha_c_p1d": 0.013786846589508794, "bench_spy_p1d": 0.00039460189702000825, "bench_c_p1d": 0.00039460189702000825, "ret_p1w": 0.02637253488875624, "ret_signed_p1w": 0.02637253488875624, "alpha_spy_p1w": 0.01801719014623182, "alpha_c_p1w": 0.01801719014623182, "bench_spy_p1w": 0.008355344742524418, "bench_c_p1w": 0.008355344742524418, "ret_p1m": 0.16072320939226659, "ret_signed_p1m": 0.16072320939226659, "alpha_spy_p1m": 0.1357085711060706, "alpha_c_p1m": 0.1357085711060706, "bench_spy_p1m": 0.02501463828619599, "bench_c_p1m": 0.02501463828619599, "ret_p3m": 0.44327414278141486, "ret_signed_p3m": 0.44327414278141486, "alpha_spy_p3m": 0.33631568450674254, "alpha_c_p3m": 0.33631568450674254, "bench_spy_p3m": 0.10695845827467232, "bench_c_p3m": 0.10695845827467232, "ret_p6m": 0.4275999069135423, "ret_signed_p6m": 0.4275999069135423, "alpha_spy_p6m": 0.26798099719985813, "alpha_c_p6m": 0.26798099719985813, "bench_spy_p6m": 0.1596189097136842, "bench_c_p6m": 0.1596189097136842, "ret_p1y": 0.14280976081614405, "ret_signed_p1y": 0.14280976081614405, "alpha_spy_p1y": -0.13721592865934773, "alpha_c_p1y": -0.13721592865934773, "bench_spy_p1y": 0.2800256894754918, "bench_c_p1y": 0.2800256894754918, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.16072320939226659, "alpha_spy_stated": 0.1357085711060706, "alpha_c_stated": 0.1357085711060706, "price_path": [-0.1595, -0.248, -0.2715, -0.2593, -0.297, -0.2957, -0.3082, -0.3, -0.2525, -0.3327, -0.2958, -0.3666, -0.3527, -0.3063, -0.3397, -0.2848, -0.2756, -0.3043, -0.286, -0.2753, -0.2456, -0.1976, -0.1997, -0.2347, -0.2529, -0.288, -0.3, -0.2977, -0.2748, -0.3067, -0.3862, -0.3545, -0.3588, -0.2369, -0.2653, -0.2656, -0.2319, -0.1839, -0.2311, -0.2223, -0.2223, -0.247, -0.2205, -0.1639, -0.1062, -0.0647, -0.0492, -0.0373, -0.0177, -0.0363, 0.0307, 0.0265, -0.0972, -0.0838, -0.0119, -0.0272, -0.0176, 0.0624, 0.0796, 0.0625, 0.0741, 0.0477, 0.0415, 0.0, 0.0142, 0.0226, 0.0226, 0.0233, 0.0264, 0.0144, 0.0929, 0.095, 0.1044, 0.0782, -0.0056, 0.0592, 0.0952, 0.1014, 0.1311, 0.1212, 0.1395, 0.1727, 0.1461, 0.1607, 0.1607, 0.1387, 0.1604, 0.1878, 0.1851, 0.1963, 0.0843, 0.1305, 0.0838, 0.0957, 0.1143, 0.1143, 0.1538, 0.1586, 0.187, 0.1818, 0.1785, 0.2369, 0.2322, 0.2515, 0.2771, 0.2732, 0.2588, 0.2363, 0.2824, 0.2843, 0.317, 0.3093, 0.2957, 0.3154, 0.3132, 0.2794, 0.3324, 0.437, 0.489, 0.511, 0.5505, 0.515, 0.5506, 0.529, 0.5012, 0.4693, 0.4433, 0.3083, 0.2938, 0.2952, 0.3165, 0.3034, 0.3341, 0.2997, 0.3113, 0.2996, 0.2996, 0.3028, 0.2846, 0.2949, 0.2698, 0.2946, 0.3465, 0.3828, 0.3631, 0.4217, 0.4199, 0.412, 0.396, 0.4677, 0.5126, 0.4872, 0.5139, 0.4891, 0.4855, 0.4726, 0.4833, 0.5129, 0.5338, 0.5513, 0.4353, 0.4889, 0.5108, 0.5223, 0.5381, 0.455, 0.4696, 0.4906, 0.4896, 0.4772, 0.4774, 0.506, 0.5053, 0.4554, 0.4968, 0.5312, 0.5689, 0.5724, 0.6488, 0.6135, 0.6625, 0.7182, 0.5819, 0.5583, 0.4517, 0.4756, 0.6057, 0.5837, 0.5274, 0.4276]}
{"unit_id": "orig:1898220340016554311", "ticker_idx": 0, "ts": "2025-03-08T03:52:50+00:00", "symbol": "RCAT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The future will be all about drones, removing human errors and casualties. $RCAT $PLTR @anduriltech", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long drone/autonomous defense beneficiaries RCAT and PLTR as military AI/drone adoption accelerates to remove human error.", "resolved_tickers": ["RCAT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "original", "lang": "en", "tweet_text": "South Korea air force jets accidentally drop bombs on homes, injuring 15. Accidents happen (human error).\n\nThe future will be all about drones, removing human errors and casualties. Further progress is needed of course.\n\n$RCAT $PLTR @anduriltech https://t.co/z4rhbVDQvo", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.119418442872681, "ret_signed_m1d": 0.119418442872681, "alpha_spy_m1d": 0.09205406404050342, "alpha_c_m1d": 0.10352757290385539, "bench_spy_m1d": 0.02736437883217757, "bench_c_m1d": 0.015890869968825605, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.02596053967072187, "ret_signed_p1d": 0.02596053967072187, "alpha_spy_p1d": 0.034273430848093756, "alpha_c_p1d": 0.041322012071387415, "bench_spy_p1d": -0.008312891177371884, "bench_c_p1d": -0.015361472400665543, "ret_p1w": 0.2024921896253109, "ret_signed_p1w": 0.2024921896253109, "alpha_spy_p1w": 0.19077219247360988, "alpha_c_p1w": 0.1965143155960447, "bench_spy_p1w": 0.011719997151701023, "bench_c_p1w": 0.005977874029266195, "ret_p1m": 0.3748701571938484, "ret_signed_p1m": 0.3748701571938484, "alpha_spy_p1m": 0.4865517709700472, "alpha_c_p1m": 0.49119547676512, "bench_spy_p1m": -0.11168161377619878, "bench_c_p1m": -0.11632531957127157, "ret_p3m": 0.5202492387688511, "ret_signed_p3m": 0.5202492387688511, "alpha_spy_p3m": 0.4591446989989232, "alpha_c_p3m": 0.42935653608895086, "bench_spy_p3m": 0.06110453976992791, "bench_c_p3m": 0.09089270267990024, "ret_p6m": 0.8442367619756685, "ret_signed_p6m": 0.8442367619756685, "alpha_spy_p6m": 0.6952578804734322, "alpha_c_p6m": 0.6979475871145575, "bench_spy_p6m": 0.14897888150223637, "bench_c_p6m": 0.14628917486111104, "ret_p1y": 1.579439237527985, "ret_signed_p1y": 1.579439237527985, "alpha_spy_p1y": 1.3284316739210509, "alpha_c_p1y": 1.2323864781593603, "bench_spy_p1y": 0.2510075636069342, "bench_c_p1y": 0.3470527593686248, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.3748701571938484, "alpha_spy_stated": 0.4865517709700472, "alpha_c_stated": 0.49119547676512, "price_path": [0.514, 0.4933, 0.7092, 1.1703, 1.0083, 0.6926, 0.8868, 1.2326, 1.2908, 1.4694, 1.4694, 1.785, 1.5462, 1.9263, 1.6687, 1.6687, 1.4777, 1.7414, 1.947, 1.7124, 1.4569, 1.4569, 1.0831, 0.9377, 0.946, 1.2658, 1.0986, 0.7767, 0.7767, 0.757, 0.8172, 0.7259, 0.7923, 0.6719, 0.9221, 0.9418, 0.8089, 0.8255, 0.8318, 1.0893, 1.0353, 1.2035, 1.2347, 1.2326, 0.9969, 0.9315, 0.9585, 0.8525, 0.8525, 0.8505, 0.8152, 0.7653, 0.6116, 0.4507, 0.3738, 0.4081, 0.3084, 0.2876, 0.1568, 0.1256, 0.1194, 0.0966, 0.1194, 0.0, 0.026, 0.028, 0.0218, 0.1755, 0.2025, 0.0696, 0.1215, 0.0862, 0.1256, 0.242, 0.2793, 0.2077, 0.2461, 0.2233, 0.2212, 0.3271, 0.541, 0.4102, 0.2814, 0.3479, 0.3749, 0.5472, 0.2046, 0.2793, 0.2378, 0.19, 0.0758, 0.0654, 0.0654, -0.0322, -0.0062, 0.0384, 0.0966, 0.0779, 0.082, 0.0571, 0.0426, 0.053, 0.2347, 0.1506, 0.1049, 0.1173, 0.1838, 0.2316, 0.2773, 0.325, 0.3811, 0.3479, 0.4289, 0.4289, 0.4081, 0.3188, 0.3977, 0.4164, 0.4164, 0.3126, 0.2731, 0.244, 0.2357, 0.3416, 0.4393, 0.676, 0.5202, 0.6947, 0.8276, 0.784, 0.7508, 0.8172, 0.7321, 0.9086, 0.5202, 0.5151, 0.5151, 0.4268, 0.4912, 0.4829, 0.4704, 0.5535, 0.4891, 0.5119, 0.4372, 0.4829, 0.4704, 0.4704, 0.4102, 0.433, 0.4309, 0.4081, 0.7799, 1.1454, 1.1329, 1.3801, 1.5358, 1.3406, 0.9553, 0.865, 0.9855, 1.0561, 0.9647, 0.8795, 0.7113, 0.7009, 0.7196, 0.703, 0.8339, 1.0789, 0.9688, 0.9377, 0.9377, 0.945, 0.973, 0.9502, 0.946, 0.7466, 0.9086, 0.8712, 0.8671, 1.0228, 1.0395, 1.0914, 0.9502, 0.864, 0.8775, 0.8567, 0.8567, 0.8442]}
{"unit_id": "orig:1898220340016554311", "ticker_idx": 1, "ts": "2025-03-08T03:52:50+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The future will be all about drones, removing human errors and casualties. $RCAT $PLTR @anduriltech", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long drone/autonomous defense beneficiaries RCAT and PLTR as military AI/drone adoption accelerates to remove human error.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "original", "lang": "en", "tweet_text": "South Korea air force jets accidentally drop bombs on homes, injuring 15. Accidents happen (human error).\n\nThe future will be all about drones, removing human errors and casualties. Further progress is needed of course.\n\n$RCAT $PLTR @anduriltech https://t.co/z4rhbVDQvo", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.11167853777724113, "ret_signed_m1d": 0.11167853777724113, "alpha_spy_m1d": 0.08431415894506356, "alpha_c_m1d": 0.08431415894506356, "bench_spy_m1d": 0.02736437883217757, "bench_c_m1d": 0.02736437883217757, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.021864439099140043, "ret_signed_p1d": 0.021864439099140043, "alpha_spy_p1d": 0.030177330276511927, "alpha_c_p1d": 0.030177330276511927, "bench_spy_p1d": -0.008312891177371884, "bench_c_p1d": -0.008312891177371884, "ret_p1w": 0.14362400648308782, "ret_signed_p1w": 0.14362400648308782, "alpha_spy_p1w": 0.1319040093313868, "alpha_c_p1w": 0.1319040093313868, "bench_spy_p1w": 0.011719997151701023, "bench_c_p1w": 0.011719997151701023, "ret_p1m": 0.012306919026030538, "ret_signed_p1m": 0.012306919026030538, "alpha_spy_p1m": 0.12398853280222932, "alpha_c_p1m": 0.12398853280222932, "bench_spy_p1m": -0.11168161377619878, "bench_c_p1m": -0.11168161377619878, "ret_p3m": 0.5699136943441492, "ret_signed_p3m": 0.5699136943441492, "alpha_spy_p3m": 0.5088091545742213, "alpha_c_p3m": 0.5088091545742213, "bench_spy_p3m": 0.06110453976992791, "bench_c_p3m": 0.06110453976992791, "ret_p6m": 1.05669025905681, "ret_signed_p6m": 1.05669025905681, "alpha_spy_p6m": 0.9077113775545735, "alpha_c_p6m": 0.9077113775545735, "bench_spy_p6m": 0.14897888150223637, "bench_c_p6m": 0.14897888150223637, "ret_p1y": 0.7568736222414738, "ret_signed_p1y": 0.7568736222414738, "alpha_spy_p1y": 0.5058660586345396, "alpha_c_p1y": 0.5058660586345396, "bench_spy_p1y": 0.2510075636069342, "bench_c_p1y": 0.2510075636069342, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.012306919026030538, "alpha_spy_stated": 0.12398853280222932, "alpha_c_stated": 0.12398853280222932, "price_path": [-0.0507, -0.0416, -0.0041, -0.0082, -0.0261, -0.0638, -0.0284, 0.0546, 0.0564, 0.0786, 0.0786, 0.0754, 0.0353, 0.0105, -0.0098, -0.0098, -0.0156, 0.046, -0.006, -0.0837, -0.1067, -0.1067, -0.1194, -0.1493, -0.1371, -0.1079, -0.0935, -0.0604, -0.0604, -0.0433, 0.0064, 0.034, 0.034, -0.0123, 0.0504, 0.0443, 0.0634, 0.08, 0.0964, 0.3594, 0.327, 0.4569, 0.4513, 0.5272, 0.4745, 0.5369, 0.5437, 0.5601, 0.5601, 0.6316, 0.4671, 0.3913, 0.3269, 0.1872, 0.15, 0.1693, 0.1098, 0.1118, 0.0922, 0.105, 0.18, 0.0534, 0.1117, 0.0, 0.0219, 0.0952, 0.0424, 0.1291, 0.1436, 0.0983, 0.1273, 0.1441, 0.1909, 0.2667, 0.2634, 0.2082, 0.1795, 0.124, 0.105, 0.1087, 0.1449, 0.0945, -0.031, 0.0191, 0.0123, 0.2046, 0.1599, 0.1593, 0.2126, 0.2883, 0.2138, 0.2278, 0.2278, 0.1888, 0.2306, 0.32, 0.4111, 0.4766, 0.501, 0.5198, 0.5507, 0.5213, 0.6271, 0.6205, 0.4252, 0.4465, 0.56, 0.5357, 0.5509, 0.6771, 0.7044, 0.6774, 0.6957, 0.654, 0.6443, 0.5787, 0.6011, 0.6144, 0.6144, 0.6155, 0.6203, 0.6015, 0.7253, 0.7287, 0.7435, 0.7021, 0.5699, 0.6722, 0.729, 0.7388, 0.7857, 0.77, 0.7989, 0.8514, 0.8094, 0.8324, 0.8324, 0.7976, 0.8319, 0.8752, 0.8709, 0.8886, 0.7117, 0.7848, 0.7109, 0.7298, 0.7591, 0.7591, 0.8214, 0.8291, 0.8739, 0.8657, 0.8604, 0.9527, 0.9453, 0.9758, 1.0161, 1.01, 0.9873, 0.9517, 1.0245, 1.0275, 1.0791, 1.067, 1.0456, 1.0766, 1.0732, 1.0198, 1.1034, 1.2685, 1.3506, 1.3854, 1.4478, 1.3917, 1.4479, 1.4139, 1.37, 1.3196, 1.2785, 1.0653, 1.0426, 1.0448, 1.0783, 1.0577, 1.1062, 1.0518, 1.0702, 1.0517, 1.0517, 1.0567]}
{"unit_id": "quote:1905265876204687519", "ticker_idx": 0, "ts": "2025-03-27T14:29:17+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU and SK Hynix continue to expand on the HBM front DRAM & NAND prices have botttomened and are going up", "tweet_type": "prediction", "timeline": "weeks", "summary": "Bullish MU and memory (DRAM/NAND) as prices have bottomed and market will start pricing it in after April 2nd.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU and SK Hynix continue to expand on the HBM front\n\nDRAM & NAND prices have botttomened and are going up\n\nI think the Market will start care about it after April 2nd.", "reply_text": null, "parent_text": null, "quoted_text": "SK Hynix is also said to be planning to set up equipment at its new M15X factory two months ahead of schedule due to surging HBM orders, currently linked to Broadcom $AVGO.\n\n$MU $NVDA $AMD", "parent_author": null, "ret_m1d": 0.01064060524380217, "ret_signed_m1d": 0.01064060524380217, "alpha_spy_m1d": 0.007977906793855905, "alpha_c_m1d": -0.008923089848871246, "bench_spy_m1d": 0.002662698449946266, "bench_c_m1d": 0.019563695092673417, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.029837644479075665, "ret_signed_p1d": -0.029837644479075665, "alpha_spy_p1d": -0.009699322991963633, "alpha_c_p1d": -0.00421189401503741, "bench_spy_p1d": -0.020138321487112032, "bench_c_p1d": -0.025625750464038255, "ret_p1w": -0.18344915515924576, "ret_signed_p1w": -0.18344915515924576, "alpha_spy_p1w": -0.12987648311581135, "alpha_c_p1w": -0.08158926258640231, "bench_spy_p1w": -0.05357267204343441, "bench_c_p1w": -0.10185989257284345, "ret_p1m": -0.12369599643563123, "ret_signed_p1m": -0.12369599643563123, "alpha_spy_p1m": -0.0947054795975234, "alpha_c_p1m": -0.09715179959540732, "bench_spy_p1m": -0.028990516838107827, "bench_c_p1m": -0.02654419684022391, "ret_p3m": 0.4049642773500961, "ret_signed_p3m": 0.4049642773500961, "alpha_spy_p3m": 0.3317932235322847, "alpha_c_p3m": 0.15793791092387321, "bench_spy_p3m": 0.07317105381781142, "bench_c_p3m": 0.2470263664262229, "ret_p6m": 0.7891096906949073, "ret_signed_p6m": 0.7891096906949073, "alpha_spy_p6m": 0.6120137215680641, "alpha_c_p6m": 0.33923601397537895, "bench_spy_p6m": 0.17709596912684322, "bench_c_p6m": 0.4498736767195284, "ret_p1y": 3.862306766219004, "ret_signed_p1y": 3.862306766219004, "alpha_spy_p1y": 3.6722516982621283, "alpha_c_p1y": 3.0476306313866335, "bench_spy_p1y": 0.19005506795687555, "bench_c_p1y": 0.8146761348323706, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.12369599643563123, "alpha_spy_stated": -0.0947054795975234, "alpha_c_stated": -0.09715179959540732, "price_path": [-0.0642, -0.0768, -0.0768, -0.042, -0.0142, 0.0889, 0.1179, 0.0905, 0.0905, 0.0897, 0.0428, 0.068, 0.132, 0.1255, 0.16, 0.16, 0.1999, 0.1982, 0.1501, 0.132, -0.0005, -0.0319, -0.0236, 0.0147, 0.0009, -0.0136, -0.0055, 0.0268, 0.0371, 0.0125, 0.0523, 0.032, 0.0057, 0.0494, 0.0917, 0.0917, 0.1715, 0.1448, 0.1319, 0.0842, 0.0466, 0.0226, 0.0719, 0.0072, 0.0271, -0.0068, 0.0004, 0.0349, -0.0207, 0.0197, -0.0448, -0.0231, 0.0491, 0.0408, 0.1056, 0.1311, 0.1158, 0.1196, 0.1299, 0.0391, 0.0634, 0.0331, 0.0106, 0.0, -0.0298, -0.0456, -0.0256, -0.0268, -0.1834, -0.2891, -0.249, -0.2801, -0.1447, -0.2306, -0.2361, -0.2199, -0.2197, -0.2385, -0.2443, -0.2443, -0.2669, -0.2288, -0.1989, -0.1496, -0.1237, -0.1371, -0.1555, -0.1548, -0.1458, -0.1134, -0.1167, -0.1157, -0.0925, -0.0647, -0.0569, 0.0137, 0.0647, 0.047, 0.0484, 0.0764, 0.0836, 0.0775, 0.0527, 0.0416, 0.0256, 0.0256, 0.0586, 0.0564, 0.0633, 0.0375, 0.0784, 0.1231, 0.1341, 0.1675, 0.1924, 0.2187, 0.2537, 0.2745, 0.2761, 0.2698, 0.3163, 0.3218, 0.3381, 0.3381, 0.3576, 0.3409, 0.405, 0.3977, 0.384, 0.3704, 0.3538, 0.3279, 0.3372, 0.3432, 0.3432, 0.3184, 0.3679, 0.3439, 0.3535, 0.3691, 0.304, 0.3205, 0.2801, 0.2452, 0.2576, 0.2449, 0.2008, 0.2075, 0.2284, 0.2232, 0.2231, 0.2309, 0.2615, 0.1999, 0.1531, 0.1849, 0.199, 0.196, 0.2299, 0.3071, 0.3602, 0.4045, 0.3663, 0.3775, 0.3289, 0.3584, 0.3419, 0.2886, 0.273, 0.2938, 0.28, 0.2808, 0.2946, 0.3413, 0.3084, 0.3084, 0.3026, 0.3052, 0.3656, 0.4443, 0.4453, 0.4869, 0.5392, 0.6554, 0.7286, 0.7346, 0.7461, 0.759, 0.8568, 0.7891]}
{"unit_id": "quote:1905265876204687519", "ticker_idx": 1, "ts": "2025-03-27T14:29:17+00:00", "symbol": "DRAM", "kind": "sector", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "DRAM & NAND prices have botttomened and are going up", "tweet_type": "prediction", "timeline": "weeks", "summary": "Bullish MU and memory (DRAM/NAND) as prices have bottomed and market will start pricing it in after April 2nd.", "resolved_tickers": ["MU", "000660.KS", "005930.KS"], "resolution_method": "basket", "resolution_reason": "DRAM sector basket: Micron, SK Hynix, Samsung", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU and SK Hynix continue to expand on the HBM front\n\nDRAM & NAND prices have botttomened and are going up\n\nI think the Market will start care about it after April 2nd.", "reply_text": null, "parent_text": null, "quoted_text": "SK Hynix is also said to be planning to set up equipment at its new M15X factory two months ahead of schedule due to surging HBM orders, currently linked to Broadcom $AVGO.\n\n$MU $NVDA $AMD", "parent_author": null, "ret_m1d": 0.02326362272804013, "ret_signed_m1d": 0.02326362272804013, "alpha_spy_m1d": 0.020600924278093864, "alpha_c_m1d": 0.003699927635366713, "bench_spy_m1d": 0.002662698449946266, "bench_c_m1d": 0.019563695092673417, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03761862302328375, "ret_signed_p1d": -0.03761862302328375, "alpha_spy_p1d": -0.017480301536171715, "alpha_c_p1d": -0.011992872559245492, "bench_spy_p1d": -0.020138321487112032, "bench_c_p1d": -0.025625750464038255, "ret_p1w": -0.1124519542115205, "ret_signed_p1w": -0.1124519542115205, "alpha_spy_p1w": -0.05887928216808609, "alpha_c_p1w": -0.010592061638677056, "bench_spy_p1w": -0.05357267204343441, "bench_c_p1w": -0.10185989257284345, "ret_p1m": -0.09452985447404394, "ret_signed_p1m": -0.09452985447404394, "alpha_spy_p1m": -0.06553933763593611, "alpha_c_p1m": -0.06798565763382003, "bench_spy_p1m": -0.028990516838107827, "bench_c_p1m": -0.02654419684022391, "ret_p3m": 0.2869503410102496, "ret_signed_p3m": 0.2869503410102496, "alpha_spy_p3m": 0.21377928719243816, "alpha_c_p3m": 0.03992397458402669, "bench_spy_p3m": 0.07317105381781142, "bench_c_p3m": 0.2470263664262229, "ret_p6m": 0.6505179951146531, "ret_signed_p6m": 0.6505179951146531, "alpha_spy_p6m": 0.4734220259878099, "alpha_c_p6m": 0.20064431839512475, "bench_spy_p6m": 0.17709596912684322, "bench_c_p6m": 0.4498736767195284, "ret_p1y": 3.342885568327105, "ret_signed_p1y": 3.342885568327105, "alpha_spy_p1y": 3.1528305003702295, "alpha_c_p1y": 2.5282094334947343, "bench_spy_p1y": 0.19005506795687555, "bench_c_p1y": 0.8146761348323706, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.09452985447404394, "alpha_spy_stated": -0.06553933763593611, "alpha_c_stated": -0.06798565763382003, "price_path": [-0.1062, -0.1104, -0.1138, -0.079, -0.0317, -0.0081, 0.0116, 0.013, 0.0061, -0.0161, -0.0317, -0.019, 0.0252, 0.0272, 0.0329, 0.0434, 0.0736, 0.0598, 0.0462, 0.0402, -0.004, -0.0145, -0.0117, -0.0423, -0.0684, -0.0636, -0.047, -0.0223, -0.0214, -0.0273, -0.0108, -0.0183, -0.0111, 0.007, 0.0244, 0.0261, 0.0767, 0.0554, 0.0458, 0.0175, -0.0031, -0.0102, 0.0003, -0.0462, -0.0395, -0.0577, -0.0463, -0.0344, -0.0562, -0.0502, -0.0725, -0.0395, -0.0152, -0.0099, 0.0301, 0.0336, 0.0377, 0.0558, 0.0767, 0.0331, 0.0315, 0.0403, 0.0233, 0.0, -0.0376, -0.0268, -0.0186, -0.0312, -0.1125, -0.1928, -0.1699, -0.1906, -0.0962, -0.1355, -0.1328, -0.1245, -0.146, -0.1484, -0.1492, -0.146, -0.1604, -0.1318, -0.1264, -0.0997, -0.0945, -0.101, -0.1143, -0.1141, -0.1035, -0.0927, -0.0938, -0.0838, -0.0769, -0.0669, -0.0406, -0.015, 0.0173, 0.0016, 0.006, 0.0013, 0.0086, 0.0029, -0.0169, -0.0182, -0.0157, -0.021, 0.0103, 0.018, 0.0083, 0.008, 0.0217, 0.0588, 0.0814, 0.0926, 0.1123, 0.1202, 0.1517, 0.1489, 0.1428, 0.1555, 0.1777, 0.1847, 0.186, 0.2061, 0.2085, 0.2486, 0.287, 0.2902, 0.2759, 0.2792, 0.265, 0.2488, 0.2678, 0.2536, 0.2456, 0.254, 0.2633, 0.2855, 0.2934, 0.3072, 0.2897, 0.2966, 0.2498, 0.2396, 0.2535, 0.2325, 0.2209, 0.2218, 0.2223, 0.2389, 0.2409, 0.2563, 0.2765, 0.2161, 0.205, 0.2259, 0.2161, 0.2304, 0.2398, 0.2786, 0.3002, 0.3345, 0.3176, 0.3213, 0.2811, 0.2834, 0.2681, 0.2334, 0.2427, 0.2644, 0.2565, 0.2559, 0.2698, 0.2868, 0.2423, 0.2582, 0.2635, 0.2711, 0.3013, 0.3368, 0.3634, 0.4102, 0.4371, 0.5231, 0.5578, 0.6045, 0.5773, 0.6302, 0.6628, 0.6505]}
{"unit_id": "quote:1905265876204687519", "ticker_idx": 2, "ts": "2025-03-27T14:29:17+00:00", "symbol": "NAND", "kind": "sector", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "DRAM & NAND prices have botttomened and are going up", "tweet_type": "prediction", "timeline": "weeks", "summary": "Bullish MU and memory (DRAM/NAND) as prices have bottomed and market will start pricing it in after April 2nd.", "resolved_tickers": ["MU", "285A.T", "WDC"], "resolution_method": "basket", "resolution_reason": "NAND sector basket: Micron, Kioxia, Western Digital", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU and SK Hynix continue to expand on the HBM front\n\nDRAM & NAND prices have botttomened and are going up\n\nI think the Market will start care about it after April 2nd.", "reply_text": null, "parent_text": null, "quoted_text": "SK Hynix is also said to be planning to set up equipment at its new M15X factory two months ahead of schedule due to surging HBM orders, currently linked to Broadcom $AVGO.\n\n$MU $NVDA $AMD", "parent_author": null, "ret_m1d": 0.005943790792833026, "ret_signed_m1d": 0.005943790792833026, "alpha_spy_m1d": 0.00328109234288676, "alpha_c_m1d": -0.01361990429984039, "bench_spy_m1d": 0.002662698449946266, "bench_c_m1d": 0.019563695092673417, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.043086891230096014, "ret_signed_p1d": -0.043086891230096014, "alpha_spy_p1d": -0.022948569742983982, "alpha_c_p1d": -0.01746114076605776, "bench_spy_p1d": -0.020138321487112032, "bench_c_p1d": -0.025625750464038255, "ret_p1w": -0.21140280676177461, "ret_signed_p1w": -0.21140280676177461, "alpha_spy_p1w": -0.1578301347183402, "alpha_c_p1w": -0.10954291418893117, "bench_spy_p1w": -0.05357267204343441, "bench_c_p1w": -0.10185989257284345, "ret_p1m": -0.13836301682335614, "ret_signed_p1m": -0.13836301682335614, "alpha_spy_p1m": -0.10937249998524831, "alpha_c_p1m": -0.11181881998313223, "bench_spy_p1m": -0.028990516838107827, "bench_c_p1m": -0.02654419684022391, "ret_p3m": 0.2918313643294726, "ret_signed_p3m": 0.2918313643294726, "alpha_spy_p3m": 0.21866031051166118, "alpha_c_p3m": 0.04480499790324971, "bench_spy_p3m": 0.07317105381781142, "bench_c_p3m": 0.2470263664262229, "ret_p6m": 1.0736515104151707, "ret_signed_p6m": 1.0736515104151707, "alpha_spy_p6m": 0.8965555412883275, "alpha_c_p6m": 0.6237778336956423, "bench_spy_p6m": 0.17709596912684322, "bench_c_p6m": 0.4498736767195284, "ret_p1y": 5.716393145798979, "ret_signed_p1y": 5.716393145798979, "alpha_spy_p1y": 5.526338077842103, "alpha_c_p1y": 4.901717010966609, "bench_spy_p1y": 0.19005506795687555, "bench_c_p1y": 0.8146761348323706, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.13836301682335614, "alpha_spy_stated": -0.10937249998524831, "alpha_c_stated": -0.11181881998313223, "price_path": [-0.1164, -0.1206, -0.1206, -0.0955, -0.0604, -0.005, 0.0291, 0.0093, 0.0098, 0.0021, -0.026, -0.0268, -0.0017, -0.0061, -0.0003, 0.007, 0.0465, 0.048, 0.0322, 0.0058, -0.0565, -0.077, -0.0668, -0.0314, -0.0424, -0.0584, -0.0593, -0.0454, -0.0461, -0.0429, -0.0021, 0.0007, -0.0095, 0.0007, 0.0419, 0.0817, 0.1462, 0.1215, 0.1092, 0.0778, 0.0735, 0.0612, 0.1209, 0.0662, 0.0542, 0.0232, 0.0045, 0.007, 0.0188, 0.0296, -0.0149, 0.0116, 0.048, 0.066, 0.129, 0.1451, 0.1185, 0.1242, 0.1168, 0.0568, 0.0548, 0.0353, 0.0059, 0.0, -0.0431, -0.0671, -0.0489, -0.0748, -0.2114, -0.3228, -0.2678, -0.2907, -0.1586, -0.2085, -0.2188, -0.2023, -0.2201, -0.2244, -0.226, -0.2232, -0.2403, -0.212, -0.1974, -0.1539, -0.1384, -0.1418, -0.1543, -0.1311, -0.1284, -0.1118, -0.1101, -0.1035, -0.0939, -0.0699, -0.0461, -0.0048, 0.0398, 0.0283, 0.0339, 0.0416, 0.0488, 0.0444, 0.0143, 0.0112, 0.011, 0.0103, 0.0378, 0.0519, 0.0453, 0.0152, 0.0322, 0.0698, 0.0868, 0.1093, 0.1139, 0.1378, 0.1486, 0.1399, 0.1312, 0.1283, 0.1672, 0.1733, 0.1911, 0.2146, 0.257, 0.2595, 0.2918, 0.2932, 0.2954, 0.2865, 0.2684, 0.2649, 0.3011, 0.2837, 0.2941, 0.2912, 0.3182, 0.2955, 0.293, 0.3002, 0.2865, 0.2971, 0.2707, 0.255, 0.267, 0.2745, 0.2642, 0.2885, 0.2789, 0.2752, 0.2731, 0.2917, 0.3118, 0.3421, 0.304, 0.3189, 0.3073, 0.2856, 0.3105, 0.3404, 0.3885, 0.4082, 0.3937, 0.3995, 0.3585, 0.3822, 0.3583, 0.3319, 0.3317, 0.3556, 0.3742, 0.3761, 0.3956, 0.4383, 0.4242, 0.4164, 0.4279, 0.4618, 0.5756, 0.6252, 0.6388, 0.7029, 0.7918, 0.8961, 0.9325, 1.0067, 0.9817, 0.9792, 1.0467, 1.0737]}
{"unit_id": "quote:1923414783874990298", "ticker_idx": 0, "ts": "2025-05-16T16:26:34+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Bank of America sees big things ahead for Palantir and The Wall Street bank reiterated a Buy rating for Palantir and raised its forecast from $125 per share to $150, implying upside of 27%.", "tweet_type": "news_reaction", "timeline": "months", "summary": "Shares BofA Buy reiteration on PLTR with PT raised to $150 (+27%), plus Wedbush PT raise to $140; adopts bullish stance.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "🚨 $PLTR Bank of America sees big things ahead for Palantir and The Wall Street bank reiterated a Buy rating for Palantir and raised its forecast from $125 per share to $150, implying upside of 27%.\n\nThis comes amidst Wedbush analyst Daniel Ives's target increase from $120 to $140, implying 18% upside potential.\n\n“While there’s some value for general tools, we continue to remind investors Palantir’s value is creating outcome-focused bespoke AI-enabled products, at scale. We see Palantit as the market definer for organizations leveraging AI to drive accelerated tangible results.”", "reply_text": null, "parent_text": null, "quoted_text": "$PLTR valuation makes ZERO sense \n\nBut then why do institutions keep buying it?\nWhat do they know that you don't?\n\nI work in BIG DATA analytics and let me share the secrets of Palantir in the most basic way\n\nPalantir has monopoly on Automated Governance, serving as the ultimate https://t.co/XGLRmO7rq8", "parent_author": null, "ret_m1d": -0.010809211774949867, "ret_signed_m1d": -0.010809211774949867, "alpha_spy_m1d": -0.004515035434890624, "alpha_c_m1d": -0.004515035434890624, "bench_spy_m1d": -0.006294176340059243, "bench_c_m1d": -0.006294176340059243, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.024629418901930378, "ret_signed_p1d": -0.024629418901930378, "alpha_spy_p1d": -0.025723342708293573, "alpha_c_p1d": -0.025723342708293573, "bench_spy_p1d": 0.001093923806363195, "bench_c_p1d": 0.001093923806363195, "ret_p1w": -0.0479463133803153, "ret_signed_p1w": -0.0479463133803153, "alpha_spy_p1w": -0.022550864924157143, "alpha_c_p1w": -0.022550864924157143, "bench_spy_p1w": -0.025395448456158154, "bench_c_p1w": -0.025395448456158154, "ret_p1m": 0.09180048639155691, "ret_signed_p1m": 0.09180048639155691, "alpha_spy_p1m": 0.07752916599677362, "alpha_c_p1m": 0.07752916599677362, "bench_spy_p1m": 0.014271320394783293, "bench_c_p1m": 0.014271320394783293, "ret_p3m": 0.42348663554197397, "ret_signed_p3m": 0.42348663554197397, "alpha_spy_p3m": 0.33497015850994694, "alpha_c_p3m": 0.33497015850994694, "bench_spy_p3m": 0.08851647703202703, "bench_c_p3m": 0.08851647703202703, "ret_p6m": 0.4948270091396043, "ret_signed_p6m": 0.4948270091396043, "alpha_spy_p6m": 0.3414286216095441, "alpha_c_p6m": 0.3414286216095441, "bench_spy_p6m": 0.1533983875300602, "bench_c_p6m": 0.1533983875300602, "ret_p1y": 0.049336003542790996, "ret_signed_p1y": 0.049336003542790996, "alpha_spy_p1y": -0.1826852149541669, "alpha_c_p1y": -0.1826852149541669, "bench_spy_p1y": 0.2320212184969579, "bench_c_p1y": 0.2320212184969579, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.09180048639155691, "alpha_spy_stated": 0.07752916599677362, "alpha_c_stated": 0.07752916599677362, "price_path": [-0.0378, -0.1348, -0.1795, -0.2175, -0.2999, -0.3218, -0.3105, -0.3455, -0.3443, -0.3559, -0.3484, -0.3041, -0.3788, -0.3444, -0.4103, -0.3974, -0.3542, -0.3853, -0.3342, -0.3256, -0.3523, -0.3352, -0.3253, -0.2977, -0.253, -0.2549, -0.2875, -0.3044, -0.3372, -0.3484, -0.3462, -0.3248, -0.3545, -0.4286, -0.399, -0.403, -0.2896, -0.316, -0.3163, -0.2849, -0.2403, -0.2842, -0.2759, -0.2759, -0.2989, -0.2743, -0.2216, -0.1679, -0.1292, -0.1148, -0.1038, -0.0855, -0.1028, -0.0405, -0.0444, -0.1595, -0.147, -0.0801, -0.0943, -0.0854, -0.011, 0.0051, -0.0108, 0.0, -0.0246, -0.0303, -0.069, -0.0558, -0.0479, -0.0479, -0.0473, -0.0445, -0.0556, 0.0174, 0.0195, 0.0282, 0.0038, -0.0742, -0.0139, 0.0196, 0.0254, 0.053, 0.0438, 0.0608, 0.0918, 0.067, 0.0806, 0.0806, 0.0601, 0.0803, 0.1059, 0.1033, 0.1137, 0.0094, 0.0525, 0.009, 0.0201, 0.0374, 0.0374, 0.0741, 0.0787, 0.1051, 0.1002, 0.0971, 0.1516, 0.1472, 0.1651, 0.1889, 0.1853, 0.1719, 0.1509, 0.1939, 0.1956, 0.2261, 0.219, 0.2063, 0.2246, 0.2226, 0.1911, 0.2404, 0.3378, 0.3862, 0.4067, 0.4435, 0.4104, 0.4436, 0.4235, 0.3976, 0.3679, 0.3437, 0.218, 0.2045, 0.2058, 0.2256, 0.2135, 0.242, 0.21, 0.2208, 0.2099, 0.2099, 0.2129, 0.196, 0.2055, 0.1821, 0.2052, 0.2536, 0.2874, 0.269, 0.3236, 0.3219, 0.3145, 0.2996, 0.3664, 0.4082, 0.3846, 0.4094, 0.3863, 0.383, 0.371, 0.3809, 0.4084, 0.428, 0.4442, 0.3362, 0.3861, 0.4065, 0.4172, 0.432, 0.3545, 0.3682, 0.3877, 0.3868, 0.3752, 0.3755, 0.402, 0.4014, 0.3549, 0.3935, 0.4255, 0.4606, 0.4639, 0.535, 0.5021, 0.5478, 0.5996, 0.4727, 0.4507, 0.3515, 0.3738, 0.4948]}
{"unit_id": "reply:1909242187788976442", "ticker_idx": 0, "ts": "2025-04-07T13:49:44+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "This price level is just getting ridiculous. We went from a glimpse of recovery to a sh*t-show in a week.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "MU priced for recession is ridiculous — implied long at current depressed levels.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@skhrj0 😂 yes. This price level is just getting ridiculous. We went from a glimpse of recovery to a sh*t-show in a week.", "reply_text": null, "parent_text": "@TradexWhisperer you know this sell off is autistic when something like mu is priced for a recession", "quoted_text": null, "parent_author": "facefked", "ret_m1d": -0.053386053726657945, "ret_signed_m1d": -0.053386053726657945, "alpha_spy_m1d": -0.055170359116099466, "alpha_c_m1d": -0.031211914582163325, "bench_spy_m1d": 0.0017843053894415206, "bench_c_m1d": -0.02217413914449462, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04139242151616651, "ret_signed_p1d": -0.04139242151616651, "alpha_spy_p1d": -0.025729605842871206, "alpha_c_p1d": -0.014621186572642442, "bench_spy_p1d": -0.015662815673295305, "bench_c_p1d": -0.02677123494352407, "ret_p1w": 0.03875964569998591, "ret_signed_p1w": 0.03875964569998591, "alpha_spy_p1w": -0.030117021130911414, "alpha_c_p1w": -0.051613564008807566, "bench_spy_p1w": 0.06887666683089733, "bench_c_p1w": 0.09037320970879348, "ret_p1m": 0.1775632064182593, "ret_signed_p1m": 0.1775632064182593, "alpha_spy_p1m": 0.06966828857478213, "alpha_c_p1m": 0.011581582880943353, "bench_spy_p1m": 0.10789491784347716, "bench_c_p1m": 0.16598162353731594, "ret_p3m": 0.7886499700111655, "ret_signed_p3m": 0.7886499700111655, "alpha_spy_p3m": 0.5451655132125424, "alpha_c_p3m": 0.25473967285763477, "bench_spy_p3m": 0.24348445679862318, "bench_c_p3m": 0.5339102971535308, "ret_p6m": 1.4495756932275348, "ret_signed_p6m": 1.4495756932275348, "alpha_spy_p6m": 1.1212087103074992, "alpha_c_p6m": 0.684513588187625, "bench_spy_p6m": 0.3283669829200355, "bench_c_p6m": 0.7650621050399098, "ret_p1y": 4.59958675587478, "ret_signed_p1y": 4.59958675587478, "alpha_spy_p1y": 4.282426150780444, "alpha_c_p1y": 3.4348404781788364, "bench_spy_p1y": 0.31716060509433586, "bench_c_p1y": 1.1647462776959436, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.1775632064182593, "alpha_spy_stated": 0.06966828857478213, "alpha_c_stated": 0.011581582880943353, "price_path": [0.4521, 0.4521, 0.4511, 0.3886, 0.4222, 0.5073, 0.4987, 0.5447, 0.5447, 0.5977, 0.5956, 0.5314, 0.5073, 0.3309, 0.2891, 0.3002, 0.3512, 0.3328, 0.3135, 0.3243, 0.3672, 0.381, 0.3483, 0.4013, 0.3743, 0.3392, 0.3973, 0.4537, 0.4537, 0.5599, 0.5244, 0.5072, 0.4438, 0.3937, 0.3617, 0.4273, 0.3412, 0.3677, 0.3225, 0.3322, 0.3781, 0.304, 0.3579, 0.272, 0.3008, 0.397, 0.3859, 0.4723, 0.5062, 0.4859, 0.4908, 0.5045, 0.3836, 0.416, 0.3757, 0.3458, 0.3316, 0.2919, 0.2709, 0.2975, 0.2959, 0.0873, -0.0534, 0.0, -0.0414, 0.1389, 0.0246, 0.0173, 0.0388, 0.0391, 0.014, 0.0063, 0.0063, -0.0238, 0.0269, 0.0667, 0.1324, 0.1669, 0.149, 0.1245, 0.1255, 0.1375, 0.1806, 0.1762, 0.1776, 0.2084, 0.2454, 0.2558, 0.3499, 0.4177, 0.3942, 0.3961, 0.4334, 0.4429, 0.4348, 0.4018, 0.387, 0.3657, 0.3657, 0.4097, 0.4068, 0.4158, 0.3816, 0.436, 0.4955, 0.5102, 0.5546, 0.5878, 0.6228, 0.6694, 0.6971, 0.6993, 0.6908, 0.7528, 0.7601, 0.7818, 0.7818, 0.8078, 0.7856, 0.8708, 0.8612, 0.8429, 0.8248, 0.8027, 0.7682, 0.7806, 0.7886, 0.7886, 0.7556, 0.8215, 0.7896, 0.8023, 0.8231, 0.7365, 0.7584, 0.7045, 0.6581, 0.6747, 0.6577, 0.599, 0.6079, 0.6357, 0.6289, 0.6287, 0.6391, 0.6798, 0.5978, 0.5355, 0.5778, 0.5966, 0.5925, 0.6378, 0.7406, 0.8113, 0.8703, 0.8193, 0.8343, 0.7695, 0.8088, 0.7868, 0.716, 0.6952, 0.7228, 0.7044, 0.7056, 0.7239, 0.7861, 0.7423, 0.7423, 0.7346, 0.7381, 0.8184, 0.9233, 0.9246, 0.9799, 1.0496, 1.2044, 1.3019, 1.3098, 1.3251, 1.3423, 1.4726, 1.3824, 1.41, 1.4363, 1.3674, 1.296, 1.3024, 1.3995, 1.4496]}
{"unit_id": "reply:1920156191088693266", "ticker_idx": 0, "ts": "2025-05-07T16:38:05+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I think it will by end of this year along with $MU", "tweet_type": "prediction", "timeline": "months", "summary": "Expects MU to hit a price target by end of year.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@dan_f38833 I think it will by end of this year along with $MU", "reply_text": null, "parent_text": "@TradexWhisperer Hope it hits $135 this year", "quoted_text": null, "parent_author": "dan_f38833", "ret_m1d": -0.025538654356859203, "ret_signed_m1d": -0.025538654356859203, "alpha_spy_m1d": -0.02135073964918155, "alpha_c_m1d": -0.005404114748776778, "bench_spy_m1d": -0.0041879147076776535, "bench_c_m1d": -0.020134539608082425, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.030622096376017982, "ret_signed_p1d": 0.030622096376017982, "alpha_spy_p1d": 0.023654444870876867, "alpha_c_p1d": 0.02185017570509107, "bench_spy_p1d": 0.006967651505141115, "bench_c_p1d": 0.008771920670926914, "ret_p1w": 0.15371575933672177, "ret_signed_p1w": 0.15371575933672177, "alpha_spy_p1w": 0.10659832720379381, "alpha_c_p1w": 0.02659094674320106, "bench_spy_p1w": 0.04711743213292796, "bench_c_p1w": 0.1271248125935207, "ret_p1m": 0.28649238057595316, "ret_signed_p1m": 0.28649238057595316, "alpha_spy_p1m": 0.22964509756406937, "alpha_c_p1m": 0.14432350002404815, "bench_spy_p1m": 0.0568472830118838, "bench_c_p1m": 0.14216888055190502, "ret_p3m": 0.30563336607021374, "ret_signed_p3m": 0.30563336607021374, "alpha_spy_p3m": 0.17752899391328936, "alpha_c_p3m": -0.013292234348805998, "bench_spy_p3m": 0.12810437215692438, "bench_c_p3m": 0.31892560041901974, "ret_p6m": 1.715580317513799, "ret_signed_p6m": 1.715580317513799, "alpha_spy_p6m": 1.4971359333167162, "alpha_c_p6m": 1.0624123436367194, "bench_spy_p6m": 0.21844438419708267, "bench_c_p6m": 0.6531679738770795, "ret_p1y": 5.026494102270508, "ret_signed_p1y": 5.026494102270508, "alpha_spy_p1y": 4.7396292796290105, "alpha_c_p1y": 3.717541090121149, "bench_spy_p1y": 0.2868648226414978, "bench_c_p1y": 1.308953012149359, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.28649238057595316, "alpha_spy_stated": 0.22964509756406937, "alpha_c_stated": 0.14432350002404815, "price_path": [0.1157, 0.1596, 0.1372, 0.1082, 0.1563, 0.203, 0.203, 0.2909, 0.2615, 0.2472, 0.1948, 0.1533, 0.1268, 0.1811, 0.1099, 0.1318, 0.0944, 0.1024, 0.1404, 0.0791, 0.1237, 0.0526, 0.0764, 0.1561, 0.1469, 0.2183, 0.2464, 0.2296, 0.2337, 0.2451, 0.145, 0.1718, 0.1384, 0.1137, 0.1019, 0.0691, 0.0517, 0.0737, 0.0724, -0.1002, -0.2167, -0.1725, -0.2067, -0.0575, -0.1521, -0.1582, -0.1404, -0.1402, -0.1609, -0.1673, -0.1673, -0.1922, -0.1502, -0.1173, -0.0629, -0.0344, -0.0491, -0.0695, -0.0686, -0.0587, -0.023, -0.0266, -0.0255, 0.0, 0.0306, 0.0392, 0.117, 0.1732, 0.1537, 0.1553, 0.1862, 0.194, 0.1874, 0.16, 0.1478, 0.1301, 0.1301, 0.1665, 0.1641, 0.1716, 0.1433, 0.1883, 0.2376, 0.2497, 0.2865, 0.314, 0.3429, 0.3815, 0.4044, 0.4062, 0.3992, 0.4505, 0.4565, 0.4745, 0.4745, 0.496, 0.4776, 0.5482, 0.5402, 0.5251, 0.51, 0.4918, 0.4632, 0.4735, 0.4802, 0.4802, 0.4528, 0.5073, 0.4809, 0.4915, 0.5087, 0.437, 0.4551, 0.4105, 0.3721, 0.3858, 0.3718, 0.3232, 0.3306, 0.3536, 0.3479, 0.3478, 0.3564, 0.3901, 0.3222, 0.2706, 0.3056, 0.3213, 0.3179, 0.3553, 0.4404, 0.4989, 0.5477, 0.5055, 0.5179, 0.4643, 0.4968, 0.4786, 0.42, 0.4028, 0.4257, 0.4104, 0.4114, 0.4265, 0.478, 0.4418, 0.4418, 0.4354, 0.4383, 0.5048, 0.5915, 0.5926, 0.6384, 0.6961, 0.8242, 0.9048, 0.9114, 0.9241, 0.9383, 1.0461, 0.9715, 0.9944, 1.0161, 0.9591, 0.9, 0.9053, 0.9856, 1.0271, 1.2067, 1.2261, 1.277, 1.3149, 1.251, 1.3826, 1.3315, 1.2015, 1.3369, 1.2677, 1.3268, 1.4552, 1.4534, 1.5066, 1.4523, 1.406, 1.5059, 1.6551, 1.6682, 1.6901, 1.7473, 1.7156]}
{"unit_id": "quote:1912538291469258883", "ticker_idx": 0, "ts": "2025-04-16T16:07:16+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$PLTR PRESIDENT TRUMP ISSUED EXECUTIVES ORDERS TO PRIORITIZE COMMERCIALLY AVAILABLE PRODUCTS FOR FEDERAL ACQUISITION", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Bullish PLTR: Trump EO prioritizing commercially available products for federal acquisition seen as tailwind for Palantir.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "🚨 JUST IN: $PLTR PRESIDENT TRUMP ISSUED EXECUTIVES ORDERS TO PRIORITIZE COMMERCIALLY AVAILABLE PRODUCTS FOR FEDERAL ACQUISITION\n\nAgencies to “prioritize the procurement of commercially available products and services, as required by the Federal Acquisition Streamlining Act of 1994 (FASA), rather than non-commercial, custom products or services,”\n\n\"President Trump issued two procurement-focused executive orders Tuesday that his administration says will simplify the way the government procures almost $1 trillion worth of goods and services annually by simplifying primary regulations for federal buyers, called the Federal Acquisition Regulation.\"", "reply_text": null, "parent_text": null, "quoted_text": "This is the single most important action to enable the Defense Reformation. \n\nIt will impact not only future acqusitions.\n\nIt provides the impetus to cancel ongoing efforts that chose a path to certain failure.  And create the reason to get back on track.\n\nEvery program is on https://t.co/Dm3N5zbKaX", "parent_author": null, "ret_m1d": 0.06137420448275277, "ret_signed_m1d": 0.06137420448275277, "alpha_spy_m1d": 0.03864092675649511, "alpha_c_m1d": 0.03864092675649511, "bench_spy_m1d": 0.02273327772625766, "bench_c_m1d": 0.02273327772625766, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.011541362370733, "ret_signed_p1d": 0.011541362370733, "alpha_spy_p1d": 0.010114645258934907, "alpha_c_p1d": 0.010114645258934907, "bench_spy_p1d": 0.0014267171117980926, "bench_c_p1d": 0.0014267171117980926, "ret_p1w": 0.08747708651104769, "ret_signed_p1w": 0.08747708651104769, "alpha_spy_p1w": 0.0689099828845463, "alpha_c_p1w": 0.0689099828845463, "bench_spy_p1w": 0.01856710362650138, "bench_c_p1w": 0.01856710362650138, "ret_p1m": 0.3819436563735812, "ret_signed_p1m": 0.3819436563735812, "alpha_spy_p1m": 0.2586700935817794, "alpha_c_p1m": 0.2586700935817794, "bench_spy_p1m": 0.1232735627918018, "bench_c_p1m": 0.1232735627918018, "ret_p3m": 0.6087800169276936, "ret_signed_p3m": 0.6087800169276936, "alpha_spy_p3m": 0.41664618881384263, "alpha_c_p3m": 0.41664618881384263, "bench_spy_p3m": 0.19213382811385094, "bench_c_p3m": 0.19213382811385094, "ret_p6m": 1.000539349069697, "ret_signed_p6m": 1.000539349069697, "alpha_spy_p6m": 0.7164196513071832, "alpha_c_p6m": 0.7164196513071832, "bench_spy_p6m": 0.2841196977625138, "bench_c_p6m": 0.2841196977625138, "ret_p1y": 0.6013375922762976, "ret_signed_p1y": 0.6013375922762976, "alpha_spy_p1y": 0.339403775371778, "alpha_c_p1y": 0.339403775371778, "bench_spy_p1y": 0.26193381690451956, "bench_c_p1y": 0.26193381690451956, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.3819436563735812, "alpha_spy_stated": 0.2586700935817794, "alpha_c_stated": 0.2586700935817794, "price_path": [-0.2259, -0.2259, -0.2118, -0.1709, -0.1481, -0.1481, -0.1863, -0.1346, -0.1397, -0.1239, -0.1102, -0.0968, 0.1199, 0.0933, 0.2003, 0.1957, 0.2582, 0.2148, 0.2662, 0.2718, 0.2853, 0.2853, 0.3442, 0.2087, 0.1463, 0.0932, -0.0219, -0.0525, -0.0367, -0.0856, -0.084, -0.1002, -0.0896, -0.0278, -0.1321, -0.0841, -0.1761, -0.1581, -0.0977, -0.1412, -0.0698, -0.0578, -0.0951, -0.0713, -0.0574, -0.0189, 0.0436, 0.0409, -0.0046, -0.0283, -0.074, -0.0896, -0.0866, -0.0567, -0.0983, -0.2017, -0.1604, -0.166, -0.0076, -0.0444, -0.0449, -0.001, 0.0614, 0.0, 0.0115, 0.0115, -0.0206, 0.0138, 0.0875, 0.1625, 0.2165, 0.2367, 0.2521, 0.2775, 0.2534, 0.3405, 0.335, 0.1742, 0.1917, 0.2852, 0.2652, 0.2777, 0.3817, 0.4042, 0.3819, 0.397, 0.3626, 0.3547, 0.3006, 0.3191, 0.3301, 0.3301, 0.3309, 0.3349, 0.3194, 0.4214, 0.4242, 0.4364, 0.4023, 0.2934, 0.3776, 0.4244, 0.4325, 0.4711, 0.4582, 0.482, 0.5253, 0.4907, 0.5097, 0.5097, 0.481, 0.5092, 0.5449, 0.5414, 0.5559, 0.4102, 0.4704, 0.4096, 0.4251, 0.4493, 0.4493, 0.5006, 0.507, 0.5438, 0.5371, 0.5327, 0.6088, 0.6026, 0.6278, 0.661, 0.6559, 0.6373, 0.6079, 0.6679, 0.6704, 0.7129, 0.7029, 0.6853, 0.7108, 0.708, 0.664, 0.7329, 0.8689, 0.9366, 0.9653, 1.0166, 0.9704, 1.0167, 0.9887, 0.9525, 0.911, 0.8771, 0.7015, 0.6828, 0.6846, 0.7122, 0.6953, 0.7352, 0.6904, 0.7055, 0.6903, 0.6903, 0.6944, 0.6708, 0.6842, 0.6515, 0.6837, 0.7513, 0.7985, 0.7728, 0.8491, 0.8467, 0.8365, 0.8157, 0.9089, 0.9673, 0.9343, 0.969, 0.9368, 0.932, 0.9153, 0.9292, 0.9676, 0.9949, 1.0176, 0.8668, 0.9365, 0.9649, 0.9799, 1.0005]}
{"unit_id": "thread:1901015931922579542", "ticker_idx": 0, "ts": "2025-03-15T21:01:31+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "we are back in the game with the inception of this new BLUE candle ($79)", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Re-entered PLTR long at $79 following a new buy signal after locking gains at $110.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "self_thread", "lang": "en", "tweet_text": "🟦 $PLTR We protected the gains from previous BLUE candle ($71) by following the PINK signal ($110)\n\nNow, we are back in the game with the inception of this new BLUE candle ($79)\n\nSimple, Data-Driven and Anxiety-Free. Welcome to the new world of investing and trading\n\n---\n\nhttps://t.co/0zGLSoeEEa", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.012707505778382089, "ret_signed_m1d": -0.012707505778382089, "alpha_spy_m1d": -0.005055287281924947, "alpha_c_m1d": -0.005055287281924947, "bench_spy_m1d": -0.007652218496457142, "bench_c_m1d": -0.007652218496457142, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03961075151589999, "ret_signed_p1d": -0.03961075151589999, "alpha_spy_p1d": -0.028802371893881906, "alpha_c_p1d": -0.028802371893881906, "bench_spy_p1d": -0.010808379622018083, "bench_c_p1d": -0.010808379622018083, "ret_p1w": 0.10761307029288414, "ret_signed_p1w": 0.10761307029288414, "alpha_spy_p1w": 0.09234902393100719, "alpha_c_p1w": 0.09234902393100719, "bench_spy_p1w": 0.015264046361876948, "bench_c_p1w": 0.015264046361876948, "ret_p1m": 0.12650261299124765, "ret_signed_p1m": 0.12650261299124765, "alpha_spy_p1m": 0.1757360557332045, "alpha_c_p1m": 0.1757360557332045, "bench_spy_p1m": -0.049233442741956845, "bench_c_p1m": -0.049233442741956845, "ret_p3m": 0.5476817951114052, "ret_signed_p3m": 0.5476817951114052, "alpha_spy_p3m": 0.47994637848259347, "alpha_c_p3m": 0.47994637848259347, "bench_spy_p3m": 0.06773541662881177, "bench_c_p3m": 0.06773541662881177, "ret_p6m": 0.8587292895998555, "ret_signed_p6m": 0.8587292895998555, "alpha_spy_p6m": 0.7052166510539708, "alpha_c_p6m": 0.7052166510539708, "bench_spy_p6m": 0.1535126385458847, "bench_c_p6m": 0.1535126385458847, "ret_p1y": 0.7537493430728721, "ret_signed_p1y": 0.7537493430728721, "alpha_spy_p1y": 0.531540669529655, "alpha_c_p1y": 0.531540669529655, "bench_spy_p1y": 0.22220867354321716, "bench_c_p1y": 0.22220867354321716, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.12650261299124765, "alpha_spy_stated": 0.1757360557332045, "alpha_c_stated": 0.1757360557332045, "price_path": [-0.1813, -0.1504, -0.0778, -0.0762, -0.0569, -0.0569, -0.0596, -0.0947, -0.1164, -0.1342, -0.1342, -0.1392, -0.0854, -0.1309, -0.1987, -0.2189, -0.2189, -0.23, -0.2561, -0.2454, -0.2199, -0.2073, -0.1784, -0.1784, -0.1635, -0.12, -0.0958, -0.0958, -0.1363, -0.0815, -0.0869, -0.0702, -0.0556, -0.0413, 0.1887, 0.1604, 0.274, 0.269, 0.3354, 0.2893, 0.3439, 0.3499, 0.3642, 0.3642, 0.4267, 0.2829, 0.2166, 0.1603, 0.0381, 0.0056, 0.0224, -0.0295, -0.0278, -0.045, -0.0338, 0.0318, -0.0789, -0.0279, -0.1256, -0.1065, -0.0424, -0.0885, -0.0127, 0.0, -0.0396, -0.0143, 0.0005, 0.0413, 0.1076, 0.1048, 0.0564, 0.0314, -0.0172, -0.0338, -0.0306, 0.0011, -0.0429, -0.1527, -0.1089, -0.1148, 0.0533, 0.0142, 0.0137, 0.0603, 0.1265, 0.0614, 0.0736, 0.0736, 0.0395, 0.076, 0.1542, 0.2339, 0.2911, 0.3125, 0.3289, 0.3559, 0.3303, 0.4228, 0.4169, 0.2463, 0.2648, 0.3641, 0.3429, 0.3562, 0.4665, 0.4903, 0.4667, 0.4828, 0.4463, 0.4378, 0.3804, 0.4, 0.4117, 0.4117, 0.4126, 0.4168, 0.4003, 0.5086, 0.5116, 0.5246, 0.4884, 0.3728, 0.4622, 0.5118, 0.5204, 0.5614, 0.5477, 0.573, 0.6189, 0.5821, 0.6023, 0.6023, 0.5718, 0.6018, 0.6397, 0.6359, 0.6514, 0.4967, 0.5606, 0.4961, 0.5125, 0.5382, 0.5382, 0.5927, 0.5994, 0.6386, 0.6314, 0.6268, 0.7075, 0.701, 0.7276, 0.7629, 0.7575, 0.7377, 0.7066, 0.7702, 0.7729, 0.818, 0.8074, 0.7887, 0.8158, 0.8128, 0.7661, 0.8393, 0.9836, 1.0554, 1.0859, 1.1404, 1.0914, 1.1405, 1.1107, 1.0724, 1.0283, 0.9923, 0.806, 0.786, 0.788, 0.8173, 0.7993, 0.8417, 0.7942, 0.8102, 0.794, 0.794, 0.7984, 0.7733, 0.7875, 0.7528, 0.7871, 0.8587]}
{"unit_id": "quote:1918973124869271718", "ticker_idx": 0, "ts": "2025-05-04T10:17:00+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$PLTR Synergy is POWERFUL as F*CK", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish PLTR citing powerful synergies and broad customer efficiency gains across government, healthcare, and enterprise clients.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "$PLTR Synergy is POWERFUL as F*CK\n\nHyperScienceAI and ManifestCyber reduced the FedRamp costs by 10x and its audit time by 94%\nWalgreens increased its operational efficiency by 30%\nBP reduced costs per barrel by 60%\nTampa Hospital improved its nurse staffing ratio attainment by 30%\nCleveland Clinic reduced its bed capacity calculation time by 75%, 38 Minute decrease in ER wait time and 40% Reduction in unused orthopaedic OR time\nParaxel reduced the Clinical Submission Readiness Time by 50%\nMorson group reduced x3 candidate search time by 53%\nAirbus accelerated A350 production by 33%\nTyson Foods achieved $200 million in cost savings\n@USArmy recovered $2B in unliquidated funds\n@DeptVetAffairs saved $92M+ in funds\nWorld Food Programme saved $30M in delivery costs\nJacobs Connect cut power usage by 30%\nPanasonic decreased waste by 12%\nESI Group sped up ERP harmonization by 70%\nPG&E reduced transformer ignitions by 65%\nEaton boosted productivity by 25%\n\nBoth sides get MORE\nBoth sides get BULLISH", "reply_text": null, "parent_text": null, "quoted_text": "$PLTR valuation makes ZERO sense \n\nBut then why do institutions keep buying it?\nWhat do they know that you don't?\n\nI work in BIG DATA analytics and let me share the secrets of Palantir in the most basic way\n\nPalantir has monopoly on Automated Governance, serving as the ultimate https://t.co/XGLRmO7rq8", "parent_author": null, "ret_m1d": 0.004120563545793932, "ret_signed_m1d": 0.004120563545793932, "alpha_spy_m1d": -0.0016469438486645949, "alpha_c_m1d": -0.0016469438486645949, "bench_spy_m1d": 0.0057675073944585264, "bench_c_m1d": 0.0057675073944585264, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.1204653505462473, "ret_signed_p1d": -0.1204653505462473, "alpha_spy_p1d": -0.11210724270605088, "alpha_c_p1d": -0.11210724270605088, "bench_spy_p1d": -0.008358107840196416, "bench_c_p1d": -0.008358107840196416, "ret_p1w": -0.04290213866537429, "ret_signed_p1w": -0.04290213866537429, "alpha_spy_p1w": -0.07747137637795287, "alpha_c_p1w": -0.07747137637795287, 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{"unit_id": "quote:1902814362970083835", "ticker_idx": 0, "ts": "2025-03-20T20:07:51+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Revenue guidance beat. What I wanted to see.", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Bullish on MU after Q3 revenue guidance beat ($8.6B–$9B vs $8.5B est); author endorses the result as a positive.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "👌 $MU Not Bad\n\nRevenue guidance beat. What I wanted to see.\n\nQ3 Rev Guide $8.6B-$9B vs $8.5B Est 🟩 https://t.co/QTXJPJk44f", "reply_text": null, "parent_text": null, "quoted_text": "❗️ $MU Earnings Tomorrow!\n\nMicron’s Dual Role: What sets Micron apart is its foothold in both B2B and B2C markets. High-bandwidth memory (HBM) for AI data centers grabs headlines, but DRAM and NAND—core components in smartphones, gaming PCs, laptops, tablets, and cars—still drive https://t.co/Lod0EddXhT", "parent_author": null, "ret_m1d": 0.08741547379583592, "ret_signed_m1d": 0.08741547379583592, "alpha_spy_m1d": 0.08774514721283289, "alpha_c_m1d": 0.07727181129342009, "bench_spy_m1d": -0.0003296734169969673, "bench_c_m1d": 0.010143662502415829, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.023437455156434917, "ret_signed_p1d": 0.023437455156434917, "alpha_spy_p1d": 0.005528967404833995, "alpha_c_p1d": -0.0026335920205369234, "bench_spy_p1d": 0.01790848775160092, "bench_c_p1d": 0.02607104717697184, "ret_p1w": -0.06630068793212018, "ret_signed_p1w": -0.06630068793212018, "alpha_spy_p1w": -0.05154835124557067, "alpha_c_p1w": -0.010243329707982252, "bench_spy_p1w": -0.014752336686549516, "bench_c_p1w": -0.05605735822413793, "ret_p1m": -0.29447954139044374, "ret_signed_p1m": -0.29447954139044374, "alpha_spy_p1m": -0.20564654797337656, "alpha_c_p1m": -0.13013372719874094, "bench_spy_p1m": -0.08883299341706719, "bench_c_p1m": -0.1643458141917028, "ret_p3m": 0.2877808273310831, "ret_signed_p3m": 0.2877808273310831, "alpha_spy_p3m": 0.22845245241470868, "alpha_c_p3m": 0.1195200216590544, "bench_spy_p3m": 0.05932837491637444, "bench_c_p3m": 0.16826080567202872, "ret_p6m": 0.6693846397748506, "ret_signed_p6m": 0.6693846397748506, "alpha_spy_p6m": 0.494052595869902, "alpha_c_p6m": 0.3027876458966767, "bench_spy_p6m": 0.1753320439049486, "bench_c_p6m": 0.3665969938781739, "ret_p1y": 3.269753663661156, "ret_signed_p1y": 3.269753663661156, "alpha_spy_p1y": 3.0585806101390496, "alpha_c_p1y": 2.4965352534292116, "bench_spy_p1y": 0.21117305352210614, "bench_c_p1y": 0.7732184102319442, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.29447954139044374, "alpha_spy_stated": -0.20564654797337656, "alpha_c_stated": -0.13013372719874094, "price_path": [-0.0587, -0.0587, -0.053, -0.0655, -0.0993, -0.1115, -0.1115, -0.078, -0.0512, 0.0479, 0.0759, 0.0495, 0.0495, 0.0488, 0.0036, 0.0279, 0.0894, 0.0832, 0.1164, 0.1164, 0.1548, 0.1532, 0.1068, 0.0894, -0.0381, -0.0683, -0.0603, -0.0234, -0.0367, -0.0507, -0.0429, -0.0118, -0.0019, -0.0255, 0.0128, -0.0068, -0.0321, 0.0099, 0.0507, 0.0507, 0.1274, 0.1018, 0.0893, 0.0435, 0.0073, -0.0158, 0.0316, -0.0306, -0.0115, -0.0441, -0.0372, -0.004, -0.0575, -0.0186, -0.0807, -0.0599, 0.0097, 0.0017, 0.0641, 0.0886, 0.0739, 0.0775, 0.0874, 0.0, 0.0234, -0.0057, -0.0273, -0.0376, -0.0663, -0.0815, -0.0622, -0.0634, -0.2141, -0.3158, -0.2772, -0.3072, -0.1768, -0.2595, -0.2648, -0.2492, -0.249, -0.2671, -0.2727, -0.2727, -0.2945, -0.2578, -0.229, -0.1816, -0.1566, -0.1695, -0.1873, -0.1865, -0.1779, -0.1467, -0.1499, -0.1489, -0.1266, -0.0999, -0.0924, -0.0244, 0.0247, 0.0076, 0.009, 0.036, 0.0428, 0.037, 0.0131, 0.0025, -0.013, -0.013, 0.0189, 0.0167, 0.0233, -0.0014, 0.0379, 0.0809, 0.0915, 0.1236, 0.1476, 0.1729, 0.2066, 0.2266, 0.2282, 0.222, 0.2668, 0.2721, 0.2878, 0.2878, 0.3066, 0.2905, 0.3522, 0.3452, 0.332, 0.3189, 0.3029, 0.2779, 0.2869, 0.2927, 0.2927, 0.2689, 0.3165, 0.2934, 0.3026, 0.3177, 0.255, 0.2709, 0.232, 0.1984, 0.2104, 0.1981, 0.1557, 0.1621, 0.1822, 0.1773, 0.1772, 0.1847, 0.2141, 0.1548, 0.1097, 0.1403, 0.154, 0.151, 0.1837, 0.258, 0.3091, 0.3517, 0.3149, 0.3257, 0.2789, 0.3073, 0.2914, 0.2402, 0.2252, 0.2452, 0.2319, 0.2327, 0.2459, 0.2909, 0.2593, 0.2593, 0.2537, 0.2562, 0.3143, 0.39, 0.391, 0.431, 0.4814, 0.5932, 0.6637, 0.6694]}
{"unit_id": "quote:1900006827758411889", "ticker_idx": 0, "ts": "2025-03-13T02:11:42+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "🚨 $PLTR and KT Corp Special Partnership Announced", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Shares bullish news of PLTR-KT Corp special partnership covering AI transformation, secure cloud, AIP Bootcamp, and internal software adoption.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "🚨 $PLTR and KT Corp Special Partnership Announced.\n\n1. Domestic AX market joint business (AI Transformation)\n\n2. KT Secure Public Cloud (KT SPC) cooperation\n\n3. Korean-type AIP Bootcamp joint development > Reorganized to suit the Korean market!\n\n4. Promoting AI and data capability education for KT employees\n\n5. KT plans to introduce Palantir software in-house to improve business quality and optimize operations", "reply_text": null, "parent_text": null, "quoted_text": "🔥 $PLTR and KT partnership. How bullish is it? A LOT\n\nKT Corporation (formerly Korea Telecom) is South Korea's largest provider of integrated telecommunication services by revenue ($20B USD for 2024), holding the largest market share in fixed-line and broadband, and the https://t.co/ndy6OzHG0W", "parent_author": null, "ret_m1d": 0.05061540618283744, "ret_signed_m1d": 0.05061540618283744, "alpha_spy_m1d": 0.037104755908137, "alpha_c_m1d": 0.037104755908137, "bench_spy_m1d": 0.013510650274700442, "bench_c_m1d": 0.013510650274700442, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.08314487426304051, "ret_signed_p1d": 0.08314487426304051, "alpha_spy_p1d": 0.062489083035444315, "alpha_c_p1d": 0.062489083035444315, "bench_spy_p1d": 0.0206557912275962, "bench_c_p1d": 0.0206557912275962, "ret_p1w": 0.09758850006319508, "ret_signed_p1w": 0.09758850006319508, "alpha_spy_p1w": 0.07207242332717789, "alpha_c_p1w": 0.07207242332717789, "bench_spy_p1w": 0.02551607673601719, "bench_c_p1w": 0.02551607673601719, "ret_p1m": 0.11215774927311384, "ret_signed_p1m": 0.11215774927311384, "alpha_spy_p1m": 0.14094478881197725, "alpha_c_p1m": 0.14094478881197725, "bench_spy_p1m": -0.028787039538863413, "bench_c_p1m": -0.028787039538863413, "ret_p3m": 0.6680481408837315, "ret_signed_p3m": 0.6680481408837315, "alpha_spy_p3m": 0.5710726612836234, "alpha_c_p3m": 0.5710726612836234, "bench_spy_p3m": 0.0969754796001081, "bench_c_p3m": 0.0969754796001081, "ret_p6m": 0.9230092354766259, "ret_signed_p6m": 0.9230092354766259, "alpha_spy_p6m": 0.7422284780236852, "alpha_c_p6m": 0.7422284780236852, "bench_spy_p6m": 0.18078075745294075, "bench_c_p6m": 0.18078075745294075, "ret_p1y": 0.8232855207377803, "ret_signed_p1y": 0.8232855207377803, "alpha_spy_p1y": 0.5639183451996375, "alpha_c_p1y": 0.5639183451996375, "bench_spy_p1y": 0.2593671755381428, "bench_c_p1y": 0.2593671755381428, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.11215774927311384, "alpha_spy_stated": 0.14094478881197725, "alpha_c_stated": 0.14094478881197725, "price_path": [-0.0486, -0.0657, -0.1019, -0.0679, 0.0117, 0.0134, 0.0347, 0.0347, 0.0317, -0.0068, -0.0306, -0.0501, -0.0501, -0.0556, 0.0034, -0.0465, -0.1209, -0.1431, -0.1431, -0.1552, -0.1839, -0.1722, -0.1442, -0.1304, -0.0986, -0.0986, -0.0823, -0.0345, -0.008, -0.008, -0.0525, 0.0077, 0.0018, 0.0201, 0.036, 0.0517, 0.3041, 0.273, 0.3976, 0.3922, 0.4651, 0.4145, 0.4744, 0.4809, 0.4966, 0.4966, 0.5652, 0.4074, 0.3347, 0.2729, 0.1389, 0.1032, 0.1217, 0.0647, 0.0666, 0.0477, 0.06, 0.132, 0.0106, 0.0664, -0.0407, -0.0197, 0.0506, 0.0, 0.0831, 0.0971, 0.0536, 0.0814, 0.0976, 0.1424, 0.2151, 0.212, 0.159, 0.1315, 0.0782, 0.06, 0.0636, 0.0983, 0.05, -0.0705, -0.0224, -0.0289, 0.1556, 0.1127, 0.1122, 0.1633, 0.2359, 0.1644, 0.1778, 0.1778, 0.1404, 0.1805, 0.2663, 0.3537, 0.4165, 0.44, 0.4579, 0.4876, 0.4594, 0.5609, 0.5545, 0.3672, 0.3876, 0.4965, 0.4732, 0.4878, 0.6089, 0.635, 0.6091, 0.6267, 0.5867, 0.5774, 0.5144, 0.5359, 0.5487, 0.5487, 0.5497, 0.5544, 0.5363, 0.6551, 0.6584, 0.6726, 0.6329, 0.506, 0.6041, 0.6586, 0.668, 0.713, 0.6979, 0.7257, 0.7761, 0.7357, 0.7578, 0.7578, 0.7244, 0.7573, 0.7989, 0.7948, 0.8117, 0.642, 0.7121, 0.6413, 0.6594, 0.6875, 0.6875, 0.7473, 0.7547, 0.7977, 0.7898, 0.7847, 0.8733, 0.8661, 0.8954, 0.9341, 0.9282, 0.9064, 0.8723, 0.9421, 0.945, 0.9945, 0.9829, 0.9623, 0.9921, 0.9888, 0.9376, 1.0178, 1.1762, 1.255, 1.2884, 1.3482, 1.2944, 1.3483, 1.3156, 1.2735, 1.2252, 1.1858, 0.9813, 0.9594, 0.9616, 0.9937, 0.974, 1.0205, 0.9683, 0.9859, 0.9682, 0.9682, 0.973, 0.9455, 0.9611, 0.923]}
{"unit_id": "quote:1905794899938840935", "ticker_idx": 0, "ts": "2025-03-29T01:31:26+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Welcome to the Kingdom of Palantir. In this world, companies operate more efficiently ever and ever compounding after", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish PLTR; endorses monopoly on automated governance thesis with compounding efficiency gains as durable driver.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "$PLTR Welcome to the Kingdom of Palantir.\n\nIn this world, companies operate more efficiently ever and ever compounding after 😺 https://t.co/kWCZaRtewr", "reply_text": null, "parent_text": null, "quoted_text": "$PLTR valuation makes ZERO sense \n\nBut then why do institutions keep buying it?\nWhat do they know that you don't?\n\nI work in BIG DATA analytics and let me share the secrets of Palantir in the most basic way\n\nPalantir has monopoly on Automated Governance, serving as the ultimate https://t.co/XGLRmO7rq8", "parent_author": null, "ret_m1d": 0.017180058317861402, "ret_signed_m1d": 0.017180058317861402, "alpha_spy_m1d": 0.02384798781643449, "alpha_c_m1d": 0.02384798781643449, "bench_spy_m1d": -0.006667929498573089, "bench_c_m1d": -0.006667929498573089, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0033175210217386564, "ret_signed_p1d": 0.0033175210217386564, "alpha_spy_p1d": 0.0004930779660159423, "alpha_c_p1d": 0.0004930779660159423, "bench_spy_p1d": 0.002824443055722714, "bench_c_p1d": 0.002824443055722714, "ret_p1w": -0.0777251785472639, "ret_signed_p1w": -0.0777251785472639, "alpha_spy_p1w": 0.02061400202235586, "alpha_c_p1w": 0.02061400202235586, "bench_spy_p1w": -0.09833918056961977, "bench_c_p1w": -0.09833918056961977, "ret_p1m": 0.3753554470666922, "ret_signed_p1m": 0.3753554470666922, "alpha_spy_p1m": 0.3844188477195881, "alpha_c_p1m": 0.3844188477195881, "bench_spy_p1m": -0.009063400652895903, "bench_c_p1m": -0.009063400652895903, "ret_p3m": 0.7091231918493481, "ret_signed_p3m": 0.7091231918493481, "alpha_spy_p3m": 0.6120729739223281, "alpha_c_p3m": 0.6120729739223281, "bench_spy_p3m": 0.09705021792702007, "bench_c_p3m": 0.09705021792702007, "ret_p6m": 1.1629146889977715, "ret_signed_p6m": 1.1629146889977715, "alpha_spy_p6m": 0.9705178591189325, "alpha_c_p6m": 0.9705178591189325, "bench_spy_p6m": 0.192396829878839, "bench_c_p6m": 0.192396829878839, "ret_p1y": 0.8100711079444505, "ret_signed_p1y": 0.8100711079444505, "alpha_spy_p1y": 0.617360709231831, "alpha_c_p1y": 0.617360709231831, "bench_spy_p1y": 0.19271039871261952, "bench_c_p1y": 0.19271039871261952, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.3753554470666922, "alpha_spy_stated": 0.3844188477195881, "alpha_c_stated": 0.3844188477195881, "price_path": [-0.1039, -0.1091, -0.0534, -0.1005, -0.1707, -0.1916, -0.1916, -0.2031, -0.2301, -0.2191, -0.1927, -0.1796, -0.1496, -0.1496, -0.1342, -0.0892, -0.0642, -0.0642, -0.1062, -0.0494, -0.055, -0.0377, -0.0226, -0.0078, 0.2302, 0.2009, 0.3185, 0.3134, 0.3821, 0.3344, 0.3909, 0.397, 0.4118, 0.4118, 0.4765, 0.3277, 0.2591, 0.2008, 0.0744, 0.0408, 0.0582, 0.0044, 0.0062, -0.0116, 0.0, 0.0679, -0.0467, 0.006, -0.095, -0.0752, -0.0089, -0.0566, 0.0218, 0.035, -0.006, 0.0201, 0.0354, 0.0777, 0.1463, 0.1434, 0.0934, 0.0674, 0.0172, 0.0, 0.0033, 0.0361, -0.0095, -0.1231, -0.0777, -0.0839, 0.0902, 0.0496, 0.0492, 0.0974, 0.1659, 0.0985, 0.1111, 0.1111, 0.0758, 0.1136, 0.1945, 0.277, 0.3363, 0.3584, 0.3754, 0.4033, 0.3768, 0.4725, 0.4665, 0.2898, 0.309, 0.4117, 0.3898, 0.4036, 0.5178, 0.5424, 0.518, 0.5346, 0.4968, 0.488, 0.4287, 0.4489, 0.461, 0.461, 0.462, 0.4664, 0.4493, 0.5614, 0.5645, 0.5778, 0.5404, 0.4207, 0.5133, 0.5647, 0.5736, 0.616, 0.6018, 0.628, 0.6755, 0.6374, 0.6583, 0.6583, 0.6268, 0.6578, 0.697, 0.6931, 0.7091, 0.5491, 0.6152, 0.5483, 0.5654, 0.5919, 0.5919, 0.6483, 0.6553, 0.6959, 0.6884, 0.6836, 0.7672, 0.7604, 0.788, 0.8245, 0.819, 0.7985, 0.7662, 0.8321, 0.8348, 0.8815, 0.8706, 0.8512, 0.8793, 0.8762, 0.8278, 0.9036, 1.053, 1.1273, 1.1588, 1.2152, 1.1645, 1.2153, 1.1845, 1.1448, 1.0992, 1.062, 0.8691, 0.8485, 0.8505, 0.8808, 0.8622, 0.906, 0.8569, 0.8735, 0.8568, 0.8568, 0.8613, 0.8353, 0.85, 0.8141, 0.8495, 0.9237, 0.9756, 0.9474, 1.0312, 1.0286, 1.0173, 0.9944, 1.0968, 1.161, 1.1248, 1.1629]}
{"unit_id": "quote:1909287408384065970", "ticker_idx": 0, "ts": "2025-04-07T16:49:25+00:00", "symbol": "AAPL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Apple eats up the margin for you and their EPS gets compressed and the stock goes down. $APPL being the #1 company in terms of Market Cap, it will drive the market down", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish AAPL: tariffs force margin compression + EPS decline, dragging down market cap; manufacturing cannot realistically shift to US.", "resolved_tickers": ["AAPL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Consumer Electronics'", "bench_c_industry": "Consumer Electronics", "unit_kind": "quote", "lang": "en", "tweet_text": "China accounts for 80% of Apple's production capacity. This is not some plastic toy manufacturing. This is an advanced tech & cost-efficient high volume manufacturing that we're talking about.\n\nHere's why it's a Lose Lose Scenario for Everyone:\n\n-The cost of your iPads & iPhones go up and consumers get hit OR alternatively\n\n-Apple eats up the margin for you and their EPS gets compressed and the stock goes down. $APPL being the #1 company in terms of Market Cap, it will drive the market down and thus your 401k portfolio\n\n-If you think those manufacturing jobs can come to US, stop dreaming. The labor is too expensive and the process is highly advanced. You can't get this combo in the US. If Trump forces Apple to bring the jobs here, get ready to pay at least 1.5x for your Apple stuff. Great for balance of economy.", "reply_text": null, "parent_text": null, "quoted_text": "TRUMP: \"...if China does not withdraw its 34% increase above their already long term trading abuses by tomorrow, April 8th, 2025, the United States will impose ADDITIONAL Tariffs on China of 50%, effective April 9th.\"\n\nChaos https://t.co/v8WwAfiWNH", "parent_author": null, "ret_m1d": 0.038135083871401854, "ret_signed_m1d": -0.038135083871401854, "alpha_spy_m1d": -0.03635077848196033, "alpha_c_m1d": -0.04407653878711104, "bench_spy_m1d": 0.0017843053894415206, "bench_c_m1d": -0.005941454915709188, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04981826186352978, "ret_signed_p1d": 0.04981826186352978, "alpha_spy_p1d": 0.03415544619023447, "alpha_c_p1d": 0.02948658555503203, "bench_spy_p1d": -0.015662815673295305, "bench_c_p1d": -0.020331676308497748, "ret_p1w": 0.1160586383815998, "ret_signed_p1w": -0.1160586383815998, "alpha_spy_p1w": -0.04718197155070247, "alpha_c_p1w": -0.025030725226249606, "bench_spy_p1w": 0.06887666683089733, "bench_c_p1w": 0.09102791315535019, "ret_p1m": 0.09396002826117211, "ret_signed_p1m": -0.09396002826117211, "alpha_spy_p1m": 0.013934889582305043, "alpha_c_p1m": 0.0707078406822832, "bench_spy_p1m": 0.10789491784347716, "bench_c_p1m": 0.1646678689434553, "ret_p3m": 0.1783866448210083, "ret_signed_p3m": -0.1783866448210083, "alpha_spy_p3m": 0.06509781197761488, "alpha_c_p3m": 0.2245667720620197, "bench_spy_p3m": 0.24348445679862318, "bench_c_p3m": 0.402953416883028, "ret_p6m": 0.4066640810748714, "ret_signed_p6m": -0.4066640810748714, "alpha_spy_p6m": -0.07829709815483588, "alpha_c_p6m": 0.13421642839033643, "bench_spy_p6m": 0.3283669829200355, "bench_c_p6m": 0.5408805094652078, "ret_p1y": 0.3982200499794668, "ret_signed_p1y": -0.3982200499794668, "alpha_spy_p1y": -0.08105944488513095, "alpha_c_p1y": 0.10119715229330195, "bench_spy_p1y": 0.31716060509433586, "bench_c_p1y": 0.49941720227276876, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.09396002826117211, "alpha_spy_stated": 0.013934889582305043, "alpha_c_stated": 0.0707078406822832, "price_path": [0.336, 0.336, 0.3038, 0.2903, 0.2842, 0.3094, 0.2565, 0.266, 0.266, 0.2256, 0.2321, 0.2312, 0.2264, 0.2653, 0.3116, 0.3176, 0.3079, 0.2991, 0.2552, 0.2815, 0.2797, 0.2838, 0.2531, 0.2545, 0.2819, 0.3054, 0.331, 0.348, 0.348, 0.3472, 0.3494, 0.3547, 0.3532, 0.3617, 0.3614, 0.3246, 0.3077, 0.3327, 0.3117, 0.3002, 0.2991, 0.2969, 0.3175, 0.2536, 0.217, 0.1957, 0.1555, 0.1765, 0.1793, 0.1721, 0.1862, 0.1799, 0.2029, 0.2164, 0.2331, 0.2208, 0.2336, 0.2008, 0.2241, 0.23, 0.2338, 0.1198, 0.0381, 0.0, -0.0498, 0.0958, 0.0494, 0.092, 0.1161, 0.114, 0.0706, 0.0855, 0.0855, 0.0645, 0.1007, 0.1275, 0.1483, 0.1533, 0.1581, 0.1639, 0.1711, 0.1756, 0.1317, 0.0961, 0.094, 0.0815, 0.0883, 0.0941, 0.1632, 0.175, 0.1717, 0.1668, 0.1658, 0.1521, 0.1415, 0.1151, 0.1111, 0.0775, 0.0775, 0.1048, 0.1059, 0.1033, 0.1083, 0.113, 0.1217, 0.1192, 0.1071, 0.1252, 0.1116, 0.1183, 0.0969, 0.0992, 0.084, 0.0949, 0.0796, 0.0847, 0.0847, 0.1091, 0.1119, 0.1053, 0.1122, 0.1091, 0.1096, 0.1321, 0.1468, 0.1723, 0.1784, 0.1784, 0.1585, 0.1589, 0.1651, 0.1721, 0.1652, 0.1512, 0.1539, 0.1597, 0.1589, 0.1653, 0.1725, 0.1831, 0.1817, 0.1795, 0.1802, 0.1811, 0.1658, 0.1536, 0.1454, 0.1167, 0.1221, 0.1197, 0.1767, 0.2141, 0.2656, 0.255, 0.2687, 0.289, 0.286, 0.2794, 0.2755, 0.2737, 0.2486, 0.2424, 0.2582, 0.2549, 0.2668, 0.2733, 0.2847, 0.2824, 0.2824, 0.2691, 0.3174, 0.3246, 0.3241, 0.3141, 0.2946, 0.2529, 0.2708, 0.2931, 0.3076, 0.3156, 0.3203, 0.3141, 0.3562, 0.4147, 0.4056, 0.3938, 0.419, 0.4112, 0.4056, 0.4067]}
{"unit_id": "quote:1922826773827551584", "ticker_idx": 0, "ts": "2025-05-15T01:30:01+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Federal Government is rotating toward defense tech names like $PLTR and @anduriltech", "tweet_type": "news_reaction", "timeline": "quarters", "summary": "Shares AXON president's confirmation that federal gov is rotating toward PLTR as a defense tech beneficiary, implying bullish outlook over 2-4 years.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "🚨 $AXON President confirms that \"Federal Government is rotating toward defense tech names like $PLTR and @anduriltech\" during JPMorgan Global Technology Conference\n\n\"So DOGE, we've been relatively unaffected by. We had one relatively small contract that the fifth year, which was the final year was not renewed. But as far as most of our federal dollars, vast, vast majority, high 90% still intact and feeling really good about customer sentiment and customer happiness with our products. I would say federal is a place where I don't know that over the next 2 or 3, 4 years, it's going to make or break the business. I think there's a lot more opportunity than there is risk for us. We're seeing the federal government rotate toward new defense tech names like Palantir and Anduril and we've popped up with some new opportunities in the federal civilian space as a result of this new mindset of going away from the more common defense contractors. But at the end of the day, we do have a lot of work to do in federal still and other markets like enterprise and international tend to be growing faster right now. So it's one we look out and say, \"Hey, this is one where there's a lot of long-term opportunity in doing the right things day to day is going to help with that, but certainly focused in some other places as well.\"", "reply_text": null, "parent_text": null, "quoted_text": "$PLTR valuation makes ZERO sense \n\nBut then why do institutions keep buying it?\nWhat do they know that you don't?\n\nI work in BIG DATA analytics and let me share the secrets of Palantir in the most basic way\n\nPalantir has monopoly on Automated Governance, serving as the ultimate https://t.co/XGLRmO7rq8", "parent_author": null, "ret_m1d": 0.016078657798179963, "ret_signed_m1d": 0.016078657798179963, "alpha_spy_m1d": 0.020939202645875565, "alpha_c_m1d": 0.020939202645875565, "bench_spy_m1d": -0.004860544847695603, "bench_c_m1d": -0.004860544847695603, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.010927327572818779, "ret_signed_p1d": 0.010927327572818779, "alpha_spy_p1d": 0.004593283643321566, "alpha_c_p1d": 0.004593283643321566, "bench_spy_p1d": 0.006334043929497213, "bench_c_p1d": 0.006334043929497213, "ret_p1w": -0.04550417127574535, "ret_signed_p1w": -0.04550417127574535, "alpha_spy_p1w": -0.033022354162170364, "alpha_c_p1w": -0.033022354162170364, "bench_spy_p1w": -0.012481817113574989, "bench_c_p1w": -0.012481817113574989, "ret_p1m": 0.07243208814368707, "ret_signed_p1m": 0.07243208814368707, "alpha_spy_p1m": 0.06135605435415292, "alpha_c_p1m": 0.06135605435415292, "bench_spy_p1m": 0.011076033789534145, "bench_c_p1m": 0.011076033789534145, "ret_p3m": 0.459335063583848, "ret_signed_p3m": 0.459335063583848, "alpha_spy_p3m": 0.3676608208236951, "alpha_c_p3m": 0.3676608208236951, "bench_spy_p3m": 0.0916742427601529, "bench_c_p3m": 0.0916742427601529, "ret_p6m": 0.3887761431229688, "ret_signed_p6m": 0.3887761431229688, "alpha_spy_p6m": 0.24590574762415884, "alpha_c_p6m": 0.24590574762415884, "bench_spy_p6m": 0.14287039549880998, "bench_c_p6m": 0.14287039549880998, "ret_p1y": 0.13979085501624966, "ret_signed_p1y": 0.13979085501624966, "alpha_spy_p1y": -0.09016703647438495, "alpha_c_p1y": -0.09016703647438495, "bench_spy_p1y": 0.2299578914906346, "bench_c_p1y": 0.2299578914906346, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": 0.459335063583848, "alpha_spy_stated": 0.3676608208236951, "alpha_c_stated": 0.3676608208236951, "price_path": [-0.0699, -0.0273, -0.1254, -0.1705, -0.2089, -0.2922, -0.3144, -0.3029, -0.3384, -0.3372, -0.3489, -0.3412, -0.2965, -0.372, -0.3373, -0.4038, -0.3908, -0.3471, -0.3786, -0.3269, -0.3182, -0.3452, -0.328, -0.3179, -0.29, -0.2448, -0.2468, -0.2797, -0.2968, -0.3299, -0.3412, -0.3391, -0.3174, -0.3475, -0.4223, -0.3924, -0.3965, -0.2818, -0.3085, -0.3089, -0.2771, -0.232, -0.2764, -0.268, -0.268, -0.2913, -0.2664, -0.2131, -0.1588, -0.1197, -0.1051, -0.094, -0.0756, -0.093, -0.03, -0.034, -0.1503, -0.1377, -0.07, -0.0845, -0.0754, -0.0002, 0.0161, 0.0, 0.0109, -0.014, -0.0197, -0.0589, -0.0455, -0.0375, -0.0375, -0.0369, -0.034, -0.0453, 0.0286, 0.0306, 0.0394, 0.0148, -0.0641, -0.0031, 0.0308, 0.0366, 0.0645, 0.0552, 0.0724, 0.1037, 0.0787, 0.0924, 0.0924, 0.0717, 0.0921, 0.1179, 0.1154, 0.1259, 0.0204, 0.064, 0.02, 0.0312, 0.0487, 0.0487, 0.0859, 0.0905, 0.1172, 0.1122, 0.1091, 0.1641, 0.1597, 0.1779, 0.2019, 0.1983, 0.1847, 0.1635, 0.2069, 0.2087, 0.2395, 0.2323, 0.2195, 0.238, 0.236, 0.2041, 0.254, 0.3524, 0.4013, 0.4221, 0.4593, 0.4259, 0.4593, 0.439, 0.4129, 0.3828, 0.3583, 0.2313, 0.2177, 0.219, 0.239, 0.2267, 0.2556, 0.2232, 0.2342, 0.2232, 0.2232, 0.2261, 0.209, 0.2187, 0.1951, 0.2184, 0.2672, 0.3014, 0.2829, 0.338, 0.3363, 0.3289, 0.3138, 0.3813, 0.4236, 0.3997, 0.4248, 0.4015, 0.3981, 0.386, 0.396, 0.4238, 0.4436, 0.46, 0.3508, 0.4013, 0.4219, 0.4327, 0.4476, 0.3693, 0.3832, 0.4029, 0.402, 0.3903, 0.3905, 0.4173, 0.4167, 0.3697, 0.4087, 0.4411, 0.4766, 0.4799, 0.5517, 0.5185, 0.5647, 0.6171, 0.4888, 0.4666, 0.3663, 0.3888]}
{"unit_id": "quote:1921947502544031887", "ticker_idx": 0, "ts": "2025-05-12T15:16:07+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$PLTR New Price Target of $150 from Bank of America", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Shares/endorses BofA raised PT on PLTR from $125 to $150, implying bullish stance.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "🚨 $PLTR New Price Target of $150 from Bank of America", "reply_text": null, "parent_text": null, "quoted_text": "BREAKING: Bank of America has raised their price target on Palantir $PLTR from $125 to $150. https://t.co/TCDWySYG4z", "parent_author": null, "ret_m1d": -0.009792301550565319, "ret_signed_m1d": -0.009792301550565319, "alpha_spy_m1d": 0.02219782668449366, "alpha_c_m1d": 0.02219782668449366, "bench_spy_m1d": -0.03199012823505898, "bench_c_m1d": -0.03199012823505898, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.08137774011097854, "ret_signed_p1d": 0.08137774011097854, "alpha_spy_p1d": 0.07477387928944479, "alpha_c_p1d": 0.07477387928944479, "bench_spy_p1d": 0.006603860821533747, "bench_c_p1d": 0.006603860821533747, "ret_p1w": 0.06643595143851067, "ret_signed_p1w": 0.06643595143851067, "alpha_spy_p1w": 0.046092582101008306, "alpha_c_p1w": 0.046092582101008306, "bench_spy_p1w": 0.02034336933750236, "bench_c_p1w": 0.02034336933750236, "ret_p1m": 0.12113792491158337, "ret_signed_p1m": 0.12113792491158337, "alpha_spy_p1m": 0.08667762594947548, "alpha_c_p1m": 0.08667762594947548, "bench_spy_p1m": 0.034460298962107894, "bench_c_p1m": 0.034460298962107894, "ret_p3m": 0.5380719091371693, "ret_signed_p3m": 0.5380719091371693, "alpha_spy_p3m": 0.4503706032813666, "alpha_c_p3m": 0.4503706032813666, "bench_spy_p3m": 0.08770130585580271, "bench_c_p3m": 0.08770130585580271, "ret_p6m": 0.6101638271763723, "ret_signed_p6m": 0.6101638271763723, "alpha_spy_p6m": 0.4452832488419576, "alpha_c_p6m": 0.4452832488419576, "bench_spy_p6m": 0.16488057833441472, "bench_c_p6m": 0.16488057833441472, "ret_p1y": 0.16469696342237916, "ret_signed_p1y": 0.16469696342237916, "alpha_spy_p1y": -0.06986489419866615, "alpha_c_p1y": -0.06986489419866615, "bench_spy_p1y": 0.2345618576210453, "bench_c_p1y": 0.2345618576210453, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.12113792491158337, "alpha_spy_stated": 0.08667762594947548, "alpha_c_stated": 0.08667762594947548, "price_path": [-0.009, -0.0046, 0.0059, 0.0059, 0.052, -0.054, -0.1029, -0.1444, -0.2345, -0.2585, -0.2461, -0.2844, -0.2831, -0.2958, -0.2875, -0.2392, -0.3208, -0.2832, -0.3552, -0.3411, -0.2939, -0.3279, -0.272, -0.2626, -0.2918, -0.2732, -0.2623, -0.2321, -0.1833, -0.1854, -0.221, -0.2395, -0.2753, -0.2875, -0.2852, -0.2618, -0.2943, -0.3752, -0.3429, -0.3473, -0.2233, -0.2522, -0.2525, -0.2181, -0.1693, -0.2174, -0.2083, -0.2083, -0.2335, -0.2066, -0.1489, -0.0902, -0.0479, -0.0322, -0.0201, -0.0002, -0.0191, 0.0491, 0.0448, -0.081, -0.0674, 0.0058, -0.0098, 0.0, 0.0814, 0.0989, 0.0815, 0.0934, 0.0664, 0.0602, 0.0179, 0.0323, 0.0409, 0.0409, 0.0416, 0.0447, 0.0326, 0.1124, 0.1146, 0.1242, 0.0975, 0.0122, 0.0782, 0.1148, 0.1211, 0.1514, 0.1412, 0.1599, 0.1937, 0.1666, 0.1815, 0.1815, 0.159, 0.1812, 0.2091, 0.2063, 0.2177, 0.1037, 0.1508, 0.1032, 0.1153, 0.1342, 0.1342, 0.1744, 0.1794, 0.2083, 0.2029, 0.1996, 0.2591, 0.2543, 0.2739, 0.2999, 0.296, 0.2814, 0.2584, 0.3053, 0.3073, 0.3405, 0.3328, 0.3189, 0.3389, 0.3367, 0.3023, 0.3562, 0.4627, 0.5156, 0.5381, 0.5783, 0.5421, 0.5783, 0.5564, 0.5281, 0.4956, 0.4691, 0.3317, 0.317, 0.3184, 0.34, 0.3268, 0.358, 0.323, 0.3348, 0.3229, 0.3229, 0.3261, 0.3076, 0.3181, 0.2925, 0.3177, 0.3706, 0.4076, 0.3875, 0.4472, 0.4453, 0.4373, 0.421, 0.4939, 0.5397, 0.5138, 0.541, 0.5158, 0.5121, 0.499, 0.5099, 0.5399, 0.5613, 0.579, 0.461, 0.5155, 0.5378, 0.5496, 0.5657, 0.481, 0.4959, 0.5173, 0.5163, 0.5036, 0.5039, 0.5329, 0.5322, 0.4814, 0.5236, 0.5586, 0.597, 0.6005, 0.6783, 0.6423, 0.6923, 0.7489, 0.6102]}
{"unit_id": "quote:1904742506023313504", "ticker_idx": 0, "ts": "2025-03-26T03:49:36+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$PLTR is the Operating System of the Modern Enterprise", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish PLTR as the OS of the modern enterprise, citing Naval's thesis that OS companies are the world's most valuable.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "🌎 $PLTR is the Operating System of the Modern Enterprise.\n\nAnd @naval says it's the most valuable thing in the world 👇", "reply_text": null, "parent_text": null, "quoted_text": "Operating Systems are the most valuable companies in the world.", "parent_author": null, "ret_m1d": 0.04573039961558689, "ret_signed_m1d": 0.04573039961558689, "alpha_spy_m1d": 0.033647817835524174, "alpha_c_m1d": 0.033647817835524174, "bench_spy_m1d": 0.012082581780062718, "bench_c_m1d": 0.012082581780062718, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.023732146406330257, "ret_signed_p1d": -0.023732146406330257, "alpha_spy_p1d": -0.02107651909111985, "alpha_c_p1d": -0.02107651909111985, "bench_spy_p1d": -0.002655627315210407, "bench_c_p1d": -0.002655627315210407, "ret_p1w": -0.05234072274541801, "ret_signed_p1w": -0.05234072274541801, "alpha_spy_p1w": -0.04518263367370101, "alpha_c_p1w": -0.04518263367370101, "bench_spy_p1w": -0.007158089071717, "bench_c_p1w": -0.007158089071717, "ret_p1m": 0.16796705900561237, "ret_signed_p1m": 0.16796705900561237, "alpha_spy_p1m": 0.20648334317384565, "alpha_c_p1m": 0.20648334317384565, "bench_spy_p1m": -0.03851628416823327, "bench_c_p1m": -0.03851628416823327, "ret_p3m": 0.5162548766779624, "ret_signed_p3m": 0.5162548766779624, "alpha_spy_p3m": 0.45762882309733954, "alpha_c_p3m": 0.45762882309733954, "bench_spy_p3m": 0.058626053580622894, "bench_c_p3m": 0.058626053580622894, "ret_p6m": 0.9177503636942672, "ret_signed_p6m": 0.9177503636942672, "alpha_spy_p6m": 0.7495661853374775, "alpha_c_p6m": 0.7495661853374775, "bench_spy_p6m": 0.16818417835678967, "bench_c_p6m": 0.16818417835678967, "ret_p1y": 0.6357823899549941, "ret_signed_p1y": 0.6357823899549941, "alpha_spy_p1y": 0.460844845528535, "alpha_c_p1y": 0.460844845528535, "bench_spy_p1y": 0.17493754442645915, "bench_c_p1y": 0.17493754442645915, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.16796705900561237, "alpha_spy_stated": 0.20648334317384565, "alpha_c_stated": 0.20648334317384565, "price_path": [-0.143, -0.1636, -0.1804, -0.1804, -0.1852, -0.1343, -0.1773, -0.2415, -0.2606, -0.2606, -0.2711, -0.2958, -0.2858, -0.2616, -0.2497, -0.2223, -0.2223, -0.2082, -0.167, -0.1441, -0.1441, -0.1825, -0.1306, -0.1357, -0.1199, -0.1061, -0.0925, 0.1252, 0.0984, 0.2059, 0.2012, 0.2641, 0.2204, 0.2721, 0.2777, 0.2913, 0.2913, 0.3505, 0.2143, 0.1516, 0.0983, -0.0173, -0.0481, -0.0322, -0.0814, -0.0798, -0.096, -0.0854, -0.0233, -0.1281, -0.0799, -0.1723, -0.1542, -0.0935, -0.1372, -0.0655, -0.0534, -0.0909, -0.067, -0.053, -0.0143, 0.0484, 0.0457, 0.0, -0.0237, -0.0697, -0.0854, -0.0824, -0.0523, -0.0941, -0.198, -0.1565, -0.1621, -0.0029, -0.04, -0.0404, 0.0037, 0.0663, 0.0047, 0.0163, 0.0163, -0.016, 0.0185, 0.0925, 0.168, 0.2221, 0.2424, 0.2579, 0.2835, 0.2592, 0.3468, 0.3412, 0.1797, 0.1972, 0.2912, 0.2711, 0.2837, 0.3882, 0.4107, 0.3884, 0.4036, 0.369, 0.361, 0.3067, 0.3252, 0.3363, 0.3363, 0.3371, 0.3411, 0.3255, 0.428, 0.4309, 0.4431, 0.4089, 0.2994, 0.384, 0.4311, 0.4392, 0.478, 0.465, 0.4889, 0.5324, 0.4976, 0.5167, 0.5167, 0.4879, 0.5163, 0.5521, 0.5485, 0.5632, 0.4168, 0.4772, 0.4161, 0.4317, 0.456, 0.456, 0.5076, 0.514, 0.551, 0.5442, 0.5399, 0.6163, 0.6101, 0.6353, 0.6687, 0.6636, 0.6449, 0.6154, 0.6757, 0.6782, 0.7208, 0.7109, 0.6931, 0.7188, 0.716, 0.6718, 0.741, 0.8777, 0.9456, 0.9744, 1.026, 0.9796, 1.0261, 0.9979, 0.9616, 0.9199, 0.8859, 0.7095, 0.6906, 0.6925, 0.7202, 0.7032, 0.7433, 0.6983, 0.7135, 0.6982, 0.6982, 0.7023, 0.6786, 0.692, 0.6592, 0.6916, 0.7594, 0.8069, 0.7811, 0.8577, 0.8553, 0.845, 0.8241, 0.9178]}
{"unit_id": "quote:1902918017861947432", "ticker_idx": 0, "ts": "2025-03-21T02:59:44+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$PLTR unlikely to be cancelled. Palantir is LETHAL as f*ck.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish PLTR: DoD cancellations target non-lethal contracts; Palantir's lethal AI capabilities make it safe from cuts.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "Non-lethal, Non-value add contracts cancelled by DoD\n\n\"I need LETHAL machine learning models, not equitable machine learning models\" @PeteHegseth \n\n$PLTR unlikely to be cancelled. Palantir is LETHAL as f*ck.\n\nhttps://t.co/Xixa37hIxX", "reply_text": null, "parent_text": null, "quoted_text": "$PLTR valuation makes ZERO sense \n\nBut then why do institutions keep buying it?\nWhat do they know that you don't?\n\nI work in BIG DATA analytics and let me share the secrets of Palantir in the most basic way\n\nPalantir has monopoly on Automated Governance, serving as the ultimate https://t.co/XGLRmO7rq8", "parent_author": null, "ret_m1d": -0.03924801814816237, "ret_signed_m1d": -0.03924801814816237, "alpha_spy_m1d": -0.0389183447311654, "alpha_c_m1d": -0.0389183447311654, "bench_spy_m1d": -0.0003296734169969673, "bench_c_m1d": -0.0003296734169969673, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.06365436426786131, "ret_signed_p1d": 0.06365436426786131, "alpha_spy_p1d": 0.045745876516260386, "alpha_c_p1d": 0.045745876516260386, "bench_spy_p1d": 0.01790848775160092, "bench_c_p1d": 0.01790848775160092, "ret_p1w": -0.056178547293145975, "ret_signed_p1w": -0.056178547293145975, "alpha_spy_p1w": -0.04142621060659646, "alpha_c_p1w": -0.04142621060659646, "bench_spy_p1w": -0.014752336686549516, "bench_c_p1w": -0.014752336686549516, "ret_p1m": -0.001758971353619465, "ret_signed_p1m": -0.001758971353619465, "alpha_spy_p1m": 0.08707402206344772, "alpha_c_p1m": 0.08707402206344772, "bench_spy_p1m": -0.08883299341706719, "bench_c_p1m": -0.08883299341706719, "ret_p3m": 0.5386984182342531, "ret_signed_p3m": 0.5386984182342531, "alpha_spy_p3m": 0.4793700433178787, "alpha_c_p3m": 0.4793700433178787, "bench_spy_p3m": 0.05932837491637444, "bench_c_p3m": 0.05932837491637444, "ret_p6m": 0.8822560294318826, "ret_signed_p6m": 0.8822560294318826, "alpha_spy_p6m": 0.706923985526934, "alpha_c_p6m": 0.706923985526934, "bench_spy_p6m": 0.1753320439049486, "bench_c_p6m": 0.1753320439049486, "ret_p1y": 0.661609508695002, "ret_signed_p1y": 0.661609508695002, "alpha_spy_p1y": 0.4504364551728959, "alpha_c_p1y": 0.4504364551728959, "bench_spy_p1y": 0.21117305352210614, "bench_c_p1y": 0.21117305352210614, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.001758971353619465, "alpha_spy_stated": 0.08707402206344772, "alpha_c_stated": 0.08707402206344772, "price_path": [-0.0943, -0.0943, -0.097, -0.1306, -0.1515, -0.1685, -0.1685, -0.1734, -0.1217, -0.1653, -0.2305, -0.2499, -0.2499, -0.2606, -0.2856, -0.2754, -0.2509, -0.2388, -0.211, -0.211, -0.1967, -0.1549, -0.1317, -0.1317, -0.1706, -0.118, -0.1231, -0.1071, -0.0931, -0.0794, 0.1415, 0.1143, 0.2234, 0.2187, 0.2824, 0.2381, 0.2906, 0.2963, 0.31, 0.31, 0.3701, 0.232, 0.1683, 0.1142, -0.0031, -0.0343, -0.0181, -0.0681, -0.0664, -0.0829, -0.0721, -0.0091, -0.1154, -0.0665, -0.1603, -0.1419, -0.0804, -0.1247, -0.0519, -0.0397, -0.0777, -0.0534, -0.0392, 0.0, 0.0637, 0.0609, 0.0145, -0.0096, -0.0562, -0.0721, -0.069, -0.0386, -0.0809, -0.1863, -0.1442, -0.15, 0.0115, -0.0261, -0.0265, 0.0182, 0.0818, 0.0192, 0.031, 0.031, -0.0018, 0.0333, 0.1084, 0.1849, 0.2399, 0.2604, 0.2762, 0.3021, 0.2775, 0.3663, 0.3607, 0.1968, 0.2146, 0.3099, 0.2896, 0.3023, 0.4083, 0.4312, 0.4085, 0.4239, 0.3889, 0.3807, 0.3256, 0.3444, 0.3557, 0.3557, 0.3565, 0.3606, 0.3448, 0.4488, 0.4516, 0.4641, 0.4293, 0.3183, 0.4041, 0.4518, 0.4601, 0.4995, 0.4863, 0.5106, 0.5546, 0.5193, 0.5387, 0.5387, 0.5095, 0.5383, 0.5746, 0.571, 0.5859, 0.4373, 0.4987, 0.4367, 0.4525, 0.4771, 0.4771, 0.5295, 0.5359, 0.5735, 0.5666, 0.5622, 0.6397, 0.6335, 0.6591, 0.6929, 0.6878, 0.6688, 0.6389, 0.7, 0.7025, 0.7458, 0.7357, 0.7177, 0.7437, 0.7409, 0.696, 0.7663, 0.9049, 0.9738, 1.0031, 1.0554, 1.0084, 1.0555, 1.0269, 0.9901, 0.9478, 0.9133, 0.7343, 0.7151, 0.717, 0.7452, 0.7279, 0.7686, 0.723, 0.7383, 0.7228, 0.7228, 0.727, 0.7029, 0.7166, 0.6833, 0.7161, 0.785, 0.8331, 0.8069, 0.8847, 0.8823]}
{"unit_id": "quote:1919029828017377347", "ticker_idx": 0, "ts": "2025-05-04T14:02:19+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$PLTR Reducing 24-month projects to 6 weeks. \"This.. it's real\"", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish PLTR; endorses the quoted thesis that Palantir's platform delivers transformative real-world results, vouching the capability is genuine.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "$PLTR Reducing 24-month projects to 6 weeks. \"This.. it's real\"\n\n\"We have big consulting companies coming in. We can do this in 24 months, it's going to be millions of dollars. With Palantir, we solved this in 6 weeks on the pilot just by connecting to those Legacy systems.\" -Applied Materials", "reply_text": null, "parent_text": null, "quoted_text": "$PLTR valuation makes ZERO sense \n\nBut then why do institutions keep buying it?\nWhat do they know that you don't?\n\nI work in BIG DATA analytics and let me share the secrets of Palantir in the most basic way\n\nPalantir has monopoly on Automated Governance, serving as the ultimate https://t.co/XGLRmO7rq8", "parent_author": null, "ret_m1d": 0.004120563545793932, "ret_signed_m1d": 0.004120563545793932, "alpha_spy_m1d": -0.0016469438486645949, "alpha_c_m1d": -0.0016469438486645949, "bench_spy_m1d": 0.0057675073944585264, "bench_c_m1d": 0.0057675073944585264, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.1204653505462473, "ret_signed_p1d": -0.1204653505462473, "alpha_spy_p1d": -0.11210724270605088, "alpha_c_p1d": -0.11210724270605088, "bench_spy_p1d": -0.008358107840196416, "bench_c_p1d": -0.008358107840196416, "ret_p1w": -0.04290213866537429, "ret_signed_p1w": -0.04290213866537429, "alpha_spy_p1w": -0.07747137637795287, "alpha_c_p1w": -0.07747137637795287, "bench_spy_p1w": 0.03456923771257858, "bench_c_p1w": 0.03456923771257858, "ret_p1m": 0.07594733603319925, "ret_signed_p1m": 0.07594733603319925, "alpha_spy_p1m": 0.01813101252644933, "alpha_c_p1m": 0.01813101252644933, "bench_spy_p1m": 0.05781632350674992, "bench_c_p1m": 0.05781632350674992, "ret_p3m": 0.27938927363933463, "ret_signed_p3m": 0.27938927363933463, "alpha_spy_p3m": 0.15438934228706125, "alpha_c_p3m": 0.15438934228706125, "bench_spy_p3m": 0.12499993135227339, "bench_c_p3m": 0.12499993135227339, "ret_p6m": 0.5318737274453744, "ret_signed_p6m": 0.5318737274453744, "alpha_spy_p6m": 0.3056280650206247, "alpha_c_p6m": 0.3056280650206247, "bench_spy_p6m": 0.22624566242474975, "bench_c_p6m": 0.22624566242474975, "ret_p1y": 0.2330936354253934, "ret_signed_p1y": 0.2330936354253934, "alpha_spy_p1y": -0.043482013875009384, "alpha_c_p1y": -0.043482013875009384, "bench_spy_p1y": 0.2765756493004028, "bench_c_p1y": 0.2765756493004028, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.07594733603319925, "alpha_spy_stated": 0.01813101252644933, "alpha_c_stated": 0.01813101252644933, "price_path": [-0.1811, -0.1009, -0.1044, -0.0575, -0.0901, -0.0515, -0.0473, -0.0372, -0.0372, 0.0069, -0.0946, -0.1414, -0.1811, -0.2674, -0.2903, -0.2784, -0.3151, -0.3139, -0.326, -0.3181, -0.2718, -0.3499, -0.314, -0.3829, -0.3694, -0.3241, -0.3567, -0.3032, -0.2943, -0.3222, -0.3044, -0.2939, -0.2651, -0.2183, -0.2203, -0.2544, -0.2721, -0.3064, -0.3181, -0.3158, -0.2934, -0.3246, -0.402, -0.3711, -0.3753, -0.2566, -0.2842, -0.2846, -0.2517, -0.205, -0.2509, -0.2423, -0.2423, -0.2664, -0.2406, -0.1854, -0.1292, -0.0888, -0.0737, -0.0621, -0.0431, -0.0612, 0.0041, 0.0, -0.1205, -0.1074, -0.0373, -0.0523, -0.0429, 0.035, 0.0518, 0.0351, 0.0465, 0.0207, 0.0147, -0.0258, -0.012, -0.0037, -0.0037, -0.0031, -0.0001, -0.0117, 0.0647, 0.0668, 0.0759, 0.0504, -0.0312, 0.0319, 0.067, 0.073, 0.102, 0.0923, 0.1101, 0.1425, 0.1166, 0.1308, 0.1308, 0.1093, 0.1305, 0.1572, 0.1546, 0.1655, 0.0563, 0.1014, 0.0558, 0.0675, 0.0856, 0.0856, 0.124, 0.1288, 0.1564, 0.1513, 0.1481, 0.2051, 0.2005, 0.2193, 0.2442, 0.2404, 0.2264, 0.2044, 0.2493, 0.2512, 0.283, 0.2756, 0.2623, 0.2815, 0.2794, 0.2464, 0.2981, 0.3999, 0.4506, 0.4721, 0.5105, 0.476, 0.5106, 0.4896, 0.4626, 0.4314, 0.4061, 0.2745, 0.2605, 0.2619, 0.2825, 0.2699, 0.2997, 0.2662, 0.2775, 0.2661, 0.2661, 0.2692, 0.2515, 0.2615, 0.2371, 0.2612, 0.3118, 0.3472, 0.3279, 0.3851, 0.3833, 0.3756, 0.36, 0.4298, 0.4736, 0.4489, 0.4749, 0.4508, 0.4472, 0.4347, 0.4451, 0.4739, 0.4943, 0.5113, 0.3983, 0.4505, 0.4718, 0.4831, 0.4985, 0.4175, 0.4318, 0.4522, 0.4512, 0.4391, 0.4394, 0.4672, 0.4665, 0.4179, 0.4582, 0.4917, 0.5285, 0.5319]}
{"unit_id": "quote:1919798260622934439", "ticker_idx": 0, "ts": "2025-05-06T16:55:48+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$PLTR New PT $140", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Shares/endorses raised PT of $140 on Palantir citing AIP moat and growth across enterprise and federal.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "$PLTR New PT $140", "reply_text": null, "parent_text": null, "quoted_text": "Raising price target on Palantir to $140 reflecting greater confidence in the PLTR growth story while seeing significant traction across both enterprise and federal landscapes with its AIP product moat unmatched in our view. We view Palantir as a generational tech name to own🐂🏆", "parent_author": null, "ret_m1d": 0.13696487184565598, "ret_signed_m1d": 0.13696487184565598, "alpha_spy_m1d": 0.12853631723710435, "alpha_c_m1d": 0.12853631723710435, "bench_spy_m1d": 0.00842855460855163, "bench_c_m1d": 0.00842855460855163, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.014881524320219164, "ret_signed_p1d": 0.014881524320219164, "alpha_spy_p1d": 0.01067599722376067, "alpha_c_p1d": 0.01067599722376067, "bench_spy_p1d": 0.0042055270964584945, "bench_c_p1d": 0.0042055270964584945, "ret_p1w": 0.17674081742871595, "ret_signed_p1w": 0.17674081742871595, "alpha_spy_p1w": 0.12656191998369914, "alpha_c_p1w": 0.12656191998369914, "bench_spy_p1w": 0.0501788974450168, "bench_c_p1w": 0.0501788974450168, "ret_p1m": 0.19428618204943504, "ret_signed_p1m": 0.19428618204943504, "alpha_spy_p1m": 0.1278404267475568, "alpha_c_p1m": 0.1278404267475568, "bench_spy_p1m": 0.06644575530187824, "bench_c_p1m": 0.06644575530187824, "ret_p3m": 0.41714131368277174, "ret_signed_p3m": 0.41714131368277174, "alpha_spy_p3m": 0.30125389363502664, "alpha_c_p3m": 0.30125389363502664, "bench_spy_p3m": 0.1158874200477451, "bench_c_p3m": 0.1158874200477451, "ret_p6m": 0.8262906158728129, "ret_signed_p6m": 0.8262906158728129, "alpha_spy_p6m": 0.5891155684084737, "alpha_c_p6m": 0.5891155684084737, "bench_spy_p6m": 0.23717504746433926, "bench_c_p6m": 0.23717504746433926, "ret_p1y": 0.30047773774086095, "ret_signed_p1y": 0.30047773774086095, "alpha_spy_p1y": 0.01813821572151686, "alpha_c_p1y": 0.01813821572151686, "bench_spy_p1y": 0.2823395220193441, "bench_c_p1y": 0.2823395220193441, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.19428618204943504, "alpha_spy_stated": 0.1278404267475568, "alpha_c_stated": 0.1278404267475568, "price_path": [0.0222, 0.0183, 0.0716, 0.0345, 0.0784, 0.0831, 0.0946, 0.0946, 0.1448, 0.0294, -0.0238, -0.069, -0.167, -0.1931, -0.1796, -0.2213, -0.2199, -0.2337, -0.2247, -0.1721, -0.2609, -0.22, -0.2984, -0.283, -0.2316, -0.2686, -0.2078, -0.1976, -0.2294, -0.2091, -0.1972, -0.1644, -0.1112, -0.1135, -0.1523, -0.1724, -0.2114, -0.2247, -0.2221, -0.1967, -0.232, -0.3201, -0.285, -0.2897, -0.1548, -0.1862, -0.1866, -0.1492, -0.0961, -0.1484, -0.1385, -0.1385, -0.1659, -0.1366, -0.0739, -0.0099, 0.036, 0.0532, 0.0663, 0.088, 0.0674, 0.1416, 0.137, 0.0, 0.0149, 0.0945, 0.0775, 0.0882, 0.1767, 0.1958, 0.1769, 0.1898, 0.1605, 0.1537, 0.1077, 0.1234, 0.1327, 0.1327, 0.1335, 0.1369, 0.1236, 0.2105, 0.2129, 0.2233, 0.1943, 0.1015, 0.1733, 0.2131, 0.22, 0.2529, 0.2419, 0.2622, 0.299, 0.2695, 0.2857, 0.2857, 0.2613, 0.2853, 0.3157, 0.3127, 0.3251, 0.201, 0.2523, 0.2004, 0.2137, 0.2342, 0.2342, 0.278, 0.2834, 0.3148, 0.309, 0.3053, 0.3701, 0.3649, 0.3863, 0.4146, 0.4103, 0.3944, 0.3694, 0.4204, 0.4226, 0.4588, 0.4503, 0.4352, 0.457, 0.4546, 0.4171, 0.4758, 0.5917, 0.6493, 0.6737, 0.7174, 0.6781, 0.7175, 0.6936, 0.6629, 0.6275, 0.5987, 0.4491, 0.4331, 0.4347, 0.4582, 0.4438, 0.4778, 0.4396, 0.4525, 0.4396, 0.4396, 0.443, 0.4229, 0.4343, 0.4065, 0.434, 0.4915, 0.5317, 0.5098, 0.5748, 0.5728, 0.564, 0.5463, 0.6257, 0.6755, 0.6473, 0.6769, 0.6495, 0.6454, 0.6312, 0.643, 0.6757, 0.699, 0.7183, 0.5898, 0.6492, 0.6734, 0.6862, 0.7037, 0.6116, 0.6279, 0.6511, 0.65, 0.6362, 0.6365, 0.6681, 0.6674, 0.6121, 0.6579, 0.696, 0.7378, 0.7417, 0.8263]}
{"unit_id": "thread:1915397297434997171", "ticker_idx": 0, "ts": "2025-04-24T13:27:56+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$PLTR Maven OS is POWERFUL as F**K", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish PLTR on Maven OS adoption across 10 of 11 combatant commands, citing transformative military decision-advantage platform.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "self_thread", "lang": "en", "tweet_text": "🔥 $PLTR Maven OS is POWERFUL as F**K\n\n\"Today, with support from the Chief Digital and AI Office, 10 out of 11 combatant commands have Maven, enabling scaling across the global force. Just one year ago, no two combatant commands shared a collaborative and capable software platform across disparate defense networks, severely limiting the U.S. military’s ability to maintain global awareness.\"\n\n\"In support of these rules, today European Command has brought together over 150 live data sources within its digital environment, empowering the staff to access and consume critical information through a single system. This integration is essential for modernizing decision-making, eliminating the need to pull information from multiple systems to manually correlate and validate through static products.\"\n\n\"..the headquarters accelerated its transition from legacy systems to a digital workplace, built primarily on Palantir’s Maven Smart Systems. Through development and iteration with leadership, this platform has become more than a common operating picture. It’s a decision advantage environment that is rapidly transforming the command.\"\n\n---\n\nSource: https://t.co/wMlzlgKYon", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.06457598036092738, "ret_signed_m1d": -0.06457598036092738, "alpha_spy_m1d": -0.0439609905373185, "alpha_c_m1d": -0.0439609905373185, "bench_spy_m1d": -0.020614989823608876, "bench_c_m1d": -0.020614989823608876, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.046390796591476935, "ret_signed_p1d": 0.046390796591476935, "alpha_spy_p1d": 0.0391653720638212, "alpha_c_p1d": 0.0391653720638212, "bench_spy_p1d": 0.007225424527655733, "bench_c_p1d": 0.007225424527655733, "ret_p1w": 0.07812208447123004, "ret_signed_p1w": 0.07812208447123004, "alpha_spy_p1w": 0.05657419746636316, "alpha_c_p1w": 0.05657419746636316, "bench_spy_p1w": 0.021547887004866872, "bench_c_p1w": 0.021547887004866872, "ret_p1m": 0.14408980288724949, "ret_signed_p1m": 0.14408980288724949, "alpha_spy_p1m": 0.0847874310980603, "alpha_c_p1m": 0.0847874310980603, "bench_spy_p1m": 0.05930237178918918, "bench_c_p1m": 0.05930237178918918, "ret_p3m": 0.3830952775335634, "ret_signed_p3m": 0.3830952775335634, "alpha_spy_p3m": 0.22939005107899946, "alpha_c_p3m": 0.22939005107899946, "bench_spy_p3m": 0.15370522645456397, "bench_c_p3m": 0.15370522645456397, "ret_p6m": 0.652904025924935, "ret_signed_p6m": 0.652904025924935, "alpha_spy_p6m": 0.43063629100042333, "alpha_c_p6m": 0.43063629100042333, "bench_spy_p6m": 0.22226773492451168, "bench_c_p6m": 0.22226773492451168, "ret_p1y": 0.2281499036592496, "ret_signed_p1y": 0.2281499036592496, "alpha_spy_p1y": -0.041244309819552294, "alpha_c_p1y": -0.041244309819552294, "bench_spy_p1y": 0.2693942134788019, "bench_c_p1y": 0.2693942134788019, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.14408980288724949, "alpha_spy_stated": 0.0847874310980603, "alpha_c_stated": 0.0847874310980603, "price_path": [-0.3001, -0.2556, -0.26, -0.2464, -0.2346, -0.223, -0.0366, -0.0596, 0.0325, 0.0285, 0.0823, 0.0449, 0.0892, 0.094, 0.1056, 0.1056, 0.1562, 0.0397, -0.014, -0.0597, -0.1587, -0.185, -0.1714, -0.2135, -0.2121, -0.226, -0.2169, -0.1638, -0.2535, -0.2122, -0.2913, -0.2758, -0.2239, -0.2613, -0.1999, -0.1896, -0.2217, -0.2012, -0.1892, -0.1561, -0.1023, -0.1047, -0.1438, -0.1641, -0.2035, -0.2169, -0.2143, -0.1886, -0.2243, -0.3133, -0.2778, -0.2826, -0.1463, -0.178, -0.1784, -0.1407, -0.087, -0.1398, -0.1299, -0.1299, -0.1575, -0.1279, -0.0646, 0.0, 0.0464, 0.0637, 0.077, 0.0989, 0.0781, 0.1531, 0.1484, 0.01, 0.0251, 0.1055, 0.0883, 0.0991, 0.1885, 0.2078, 0.1887, 0.2017, 0.1721, 0.1652, 0.1188, 0.1346, 0.1441, 0.1441, 0.1448, 0.1483, 0.1349, 0.2227, 0.2251, 0.2356, 0.2063, 0.1125, 0.185, 0.2253, 0.2322, 0.2654, 0.2543, 0.2748, 0.312, 0.2822, 0.2986, 0.2986, 0.2739, 0.2982, 0.3289, 0.3258, 0.3384, 0.213, 0.2648, 0.2125, 0.2258, 0.2466, 0.2466, 0.2908, 0.2963, 0.328, 0.3221, 0.3184, 0.3838, 0.3785, 0.4002, 0.4287, 0.4244, 0.4083, 0.3831, 0.4347, 0.4368, 0.4734, 0.4648, 0.4496, 0.4716, 0.4692, 0.4313, 0.4906, 0.6076, 0.6658, 0.6905, 0.7346, 0.6949, 0.7347, 0.7106, 0.6795, 0.6438, 0.6147, 0.4636, 0.4475, 0.4491, 0.4728, 0.4582, 0.4926, 0.4541, 0.4671, 0.454, 0.454, 0.4575, 0.4372, 0.4487, 0.4206, 0.4483, 0.5064, 0.547, 0.525, 0.5906, 0.5885, 0.5797, 0.5618, 0.642, 0.6922, 0.6639, 0.6937, 0.666, 0.6619, 0.6475, 0.6595, 0.6925, 0.716, 0.7355, 0.6058, 0.6657, 0.6902, 0.7031, 0.7208, 0.6278, 0.6442, 0.6677, 0.6665, 0.6526, 0.6529]}
{"unit_id": "quote:1924680542924243161", "ticker_idx": 0, "ts": "2025-05-20T04:16:14+00:00", "symbol": "MSTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Bull flag breakout in progress. Is the 52-week high $523 coming soon?", "tweet_type": "prediction", "timeline": "weeks", "summary": "Bullish MSTR on bull flag breakout toward 52-week high of $523.", "resolved_tickers": ["MSTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Application", "unit_kind": "quote", "lang": "en", "tweet_text": "🟦 $MSTR Bullish weekly BLUE candle signals have the potential to deliver over 200% returns.\n\nNot only that, weekly PINK candles have preserved your gains. Our system delivers proven results. Try for FREE!\n\nBull flag breakout in progress. Is the 52-week high $523 coming soon? 👇 https://t.co/2Cve58TyX0", "reply_text": null, "parent_text": null, "quoted_text": "Don't minimize costs; maximize your returns.\n\nIf you follow me because of $PLTR, that's a great start. Now, invest in a Modern System that gives you a huge advantage. It was developed by two data scientists and costs only 67 cents a day. You can try for free. https://t.co/nrgkgSCx2q", "parent_author": null, "ret_m1d": -0.00839489563291651, "ret_signed_m1d": -0.00839489563291651, "alpha_spy_m1d": -0.011768495921312683, "alpha_c_m1d": -0.011768495921312683, "bench_spy_m1d": 0.0033736002883961724, "bench_c_m1d": 0.0033736002883961724, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03413127345299449, "ret_signed_p1d": -0.03413127345299449, "alpha_spy_p1d": -0.01728049810643939, "alpha_c_p1d": -0.01728049810643939, "bench_spy_p1d": -0.016850775346555102, "bench_c_p1d": -0.016850775346555102, "ret_p1w": -0.10726278370048681, "ret_signed_p1w": -0.10726278370048681, "alpha_spy_p1w": -0.1043954218164489, "alpha_c_p1w": -0.1043954218164489, "bench_spy_p1w": -0.002867361884037911, "bench_c_p1w": -0.002867361884037911, "ret_p1m": -0.11486619280927945, "ret_signed_p1m": -0.11486619280927945, "alpha_spy_p1m": -0.12260853969878427, "alpha_c_p1m": -0.12260853969878427, "bench_spy_p1m": 0.007742346889504814, "bench_c_p1m": 0.007742346889504814, "ret_p3m": -0.12136622007541553, "ret_signed_p3m": -0.12136622007541553, "alpha_spy_p3m": -0.20990845496398003, "alpha_c_p3m": -0.20990845496398003, "bench_spy_p3m": 0.0885422348885645, "bench_c_p3m": 0.0885422348885645, "ret_p6m": -0.46126356764764975, "ret_signed_p6m": -0.46126356764764975, "alpha_spy_p6m": -0.6205795809946373, "alpha_c_p6m": -0.6205795809946373, "bench_spy_p6m": 0.15931601334698753, "bench_c_p6m": 0.15931601334698753, "ret_p1y": -0.568646285748375, "ret_signed_p1y": -0.568646285748375, "alpha_spy_p1y": -0.8167976908078984, "alpha_c_p1y": -0.8167976908078984, "bench_spy_p1y": 0.2481514050595235, "bench_c_p1y": 0.2481514050595235, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.11486619280927945, "alpha_spy_stated": -0.12260853969878427, "alpha_c_stated": -0.12260853969878427, "price_path": [-0.2231, -0.2812, -0.3218, -0.3991, -0.3685, -0.4242, -0.3873, -0.3982, -0.34, -0.2599, -0.2706, -0.3112, -0.4261, -0.375, -0.3703, -0.3686, -0.2865, -0.2942, -0.3208, -0.2703, -0.2755, -0.2708, -0.1948, -0.1802, -0.2101, -0.2215, -0.3058, -0.3086, -0.266, -0.2504, -0.3229, -0.2958, -0.3569, -0.4293, -0.288, -0.3468, -0.2805, -0.253, -0.2547, -0.2525, -0.2392, -0.2392, -0.2378, -0.1772, -0.1708, -0.1597, -0.1156, -0.1143, -0.0851, -0.0883, -0.0847, -0.0541, -0.0729, -0.0751, -0.0586, -0.0061, -0.0021, -0.0288, 0.0112, -0.0004, -0.0477, -0.0411, -0.0084, 0.0, -0.0341, -0.0419, -0.1137, -0.1137, -0.1073, -0.1263, -0.111, -0.1148, -0.1071, -0.0707, -0.0931, -0.1154, -0.1018, -0.0595, -0.0617, -0.0715, -0.0891, -0.0817, -0.0832, -0.1001, -0.1149, -0.1149, -0.1133, -0.1193, -0.0957, -0.0678, -0.0731, -0.0792, -0.0304, -0.1046, -0.0351, -0.031, -0.031, -0.051, -0.0479, -0.0036, 0.0116, 0.0424, 0.0818, 0.0609, 0.0935, 0.0826, 0.0151, 0.0225, 0.0227, -0.0102, -0.0048, -0.0265, -0.0315, -0.0534, -0.0525, -0.0361, -0.1206, -0.0664, -0.0994, -0.0804, -0.0358, -0.0523, -0.04, -0.054, -0.0648, -0.1055, -0.1214, -0.1279, -0.1927, -0.174, -0.1903, -0.141, -0.1768, -0.1572, -0.1796, -0.1873, -0.1979, -0.1979, -0.1806, -0.2079, -0.2143, -0.1944, -0.2087, -0.212, -0.217, -0.218, -0.205, -0.2138, -0.1963, -0.2092, -0.1626, -0.1731, -0.1943, -0.2138, -0.2245, -0.2788, -0.2587, -0.2171, -0.2272, -0.1883, -0.1549, -0.1566, -0.1373, -0.2123, -0.2066, -0.2318, -0.2689, -0.2433, -0.2788, -0.2882, -0.3192, -0.3047, -0.2886, -0.2759, -0.3265, -0.3166, -0.3066, -0.2909, -0.3173, -0.3395, -0.3894, -0.3536, -0.3652, -0.4076, -0.3884, -0.4311, -0.4197, -0.427, -0.4451, -0.4613]}
{"unit_id": "thread:1912635140591043027", "ticker_idx": 0, "ts": "2025-04-16T22:32:07+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "This aligns with Palantir's lawsuit against the U.S. Army... the Army's Vantage Program wasted approximately $3 billion on a system that was ineffective and inferior to Palantir's solutions", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish PLTR: Trump executive orders favoring commercial over custom federal systems directly benefits Palantir's business model and validates its longstanding government contracting thesis.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "self_thread", "lang": "en", "tweet_text": "❓ $PLTR What do Trump's executive orders mean for federal acquisition?\n\nEssentially, they aim to replace custom-built systems, which are expensive and slow to deploy, with commercially available systems that are superior and more cost-effective.\n\nThis aligns with Palantir's lawsuit against the U.S. Army. Palantir sued the government for insisting on developing \"custom\" solutions that are costly and lack incentives for timely progress. For example, the Army's Vantage Program wasted approximately $3 billion on a system that was ineffective and inferior to Palantir's solutions. The story, which began in 2011, is fascinating. I’ve shared a detailed post about it in the comments section—definitely worth a read.\n\n\"Previous administrations evaded statutory requirements and abused the federal contracting framework by procuring custom products and services where a suitable or superior commercial solution would fulfill the Government’s needs,” the fact sheet stated, citing a 2019 Alliance for Digital Innovation report that asserted the government could have saved an estimated $345 billion over the last 25 years if it had abided by FASA.\"\n\n---\n\nhttps://t.co/L5YCk04m9r", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.011409679129367079, "ret_signed_m1d": -0.011409679129367079, "alpha_spy_m1d": -0.009984994639309908, "alpha_c_m1d": -0.009984994639309908, "bench_spy_m1d": -0.001424684490057171, "bench_c_m1d": -0.001424684490057171, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0, "ret_signed_p1d": 0.0, "alpha_spy_p1d": 0.0, "alpha_c_p1d": 0.0, "bench_spy_p1d": 0.0, "bench_c_p1d": 0.0, "ret_p1w": 0.14928556389670877, "ret_signed_p1w": 0.14928556389670877, "alpha_spy_p1w": 0.11076041157821903, "alpha_c_p1w": 0.11076041157821903, "bench_spy_p1w": 0.03852515231848974, "bench_c_p1w": 0.03852515231848974, "ret_p1m": 0.3811047766941764, "ret_signed_p1m": 0.3811047766941764, "alpha_spy_p1m": 0.2523267966703293, "alpha_c_p1m": 0.2523267966703293, "bench_spy_p1m": 0.1287779800238471, "bench_c_p1m": 0.1287779800238471, "ret_p3m": 0.5843463826516451, "ret_signed_p3m": 0.5843463826516451, "alpha_spy_p3m": 0.3989980698098845, "alpha_c_p3m": 0.3989980698098845, "bench_spy_p3m": 0.18534831284176057, "bench_c_p3m": 0.18534831284176057, "ret_p6m": 0.870761406750379, "ret_signed_p6m": 0.870761406750379, "alpha_spy_p6m": 0.6231287380777648, "alpha_c_p6m": 0.6231287380777648, "bench_spy_p6m": 0.24763266867261424, "bench_c_p6m": 0.24763266867261424, "ret_p1y": 0.5774151695600007, "ret_signed_p1y": 0.5774151695600007, "alpha_spy_p1y": 0.3113227427274905, "alpha_c_p1y": 0.3113227427274905, "bench_spy_p1y": 0.2660924268325102, "bench_c_p1y": 0.2660924268325102, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.3811047766941764, "alpha_spy_stated": 0.2523267966703293, "alpha_c_stated": 0.2523267966703293, "price_path": [-0.2347, -0.2208, -0.1803, -0.1578, -0.1578, -0.1956, -0.1445, -0.1495, -0.1339, -0.1204, -0.1071, 0.1072, 0.0808, 0.1866, 0.182, 0.2439, 0.2009, 0.2518, 0.2573, 0.2706, 0.2706, 0.3289, 0.1949, 0.1332, 0.0807, -0.0331, -0.0633, -0.0477, -0.0961, -0.0945, -0.1105, -0.1, -0.0389, -0.142, -0.0946, -0.1855, -0.1677, -0.108, -0.151, -0.0804, -0.0686, -0.1055, -0.0819, -0.0681, -0.0301, 0.0317, 0.029, -0.016, -0.0393, -0.0846, -0.1, -0.097, -0.0675, -0.1086, -0.2108, -0.17, -0.1755, -0.0189, -0.0553, -0.0558, -0.0124, 0.0493, -0.0114, 0.0, 0.0, -0.0318, 0.0022, 0.0751, 0.1493, 0.2026, 0.2225, 0.2378, 0.263, 0.2391, 0.3252, 0.3198, 0.1608, 0.1781, 0.2705, 0.2508, 0.2632, 0.366, 0.3881, 0.3662, 0.3811, 0.3471, 0.3392, 0.2858, 0.304, 0.3149, 0.3149, 0.3157, 0.3197, 0.3043, 0.4052, 0.408, 0.42, 0.3863, 0.2786, 0.3619, 0.4082, 0.4162, 0.4544, 0.4416, 0.4651, 0.5079, 0.4737, 0.4924, 0.4924, 0.4641, 0.492, 0.5273, 0.5238, 0.5382, 0.3941, 0.4536, 0.3935, 0.4088, 0.4327, 0.4327, 0.4835, 0.4898, 0.5262, 0.5195, 0.5152, 0.5904, 0.5843, 0.6092, 0.642, 0.637, 0.6186, 0.5896, 0.6489, 0.6513, 0.6933, 0.6835, 0.666, 0.6913, 0.6885, 0.645, 0.7132, 0.8476, 0.9145, 0.9428, 0.9936, 0.948, 0.9937, 0.966, 0.9303, 0.8892, 0.8557, 0.6821, 0.6636, 0.6654, 0.6927, 0.6759, 0.7154, 0.6711, 0.6861, 0.671, 0.671, 0.6751, 0.6517, 0.665, 0.6327, 0.6645, 0.7313, 0.778, 0.7526, 0.828, 0.8257, 0.8155, 0.7949, 0.8871, 0.9449, 0.9122, 0.9466, 0.9147, 0.91, 0.8935, 0.9072, 0.9452, 0.9722, 0.9946, 0.8455, 0.9144, 0.9425, 0.9573, 0.9777, 0.8708]}
{"unit_id": "thread:1900002940783649254", "ticker_idx": 0, "ts": "2025-03-13T01:56:16+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$PLTR and KT partnership. How bullish is it? A LOT", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Strongly bullish PLTR on KT Corporation partnership in South Korea.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "self_thread", "lang": "en", "tweet_text": "🔥 $PLTR and KT partnership. How bullish is it? A LOT\n\nKT Corporation (formerly Korea Telecom) is South Korea's largest provider of integrated telecommunication services by revenue ($20B USD for 2024), holding the largest market share in fixed-line and broadband, and the second-largest in the wireless market.\n\n---\n\nhttps://t.co/gWkTbcqVPj", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.05061540618283744, "ret_signed_m1d": 0.05061540618283744, "alpha_spy_m1d": 0.037104755908137, "alpha_c_m1d": 0.037104755908137, "bench_spy_m1d": 0.013510650274700442, "bench_c_m1d": 0.013510650274700442, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.08314487426304051, "ret_signed_p1d": 0.08314487426304051, "alpha_spy_p1d": 0.062489083035444315, "alpha_c_p1d": 0.062489083035444315, "bench_spy_p1d": 0.0206557912275962, "bench_c_p1d": 0.0206557912275962, "ret_p1w": 0.09758850006319508, "ret_signed_p1w": 0.09758850006319508, "alpha_spy_p1w": 0.07207242332717789, "alpha_c_p1w": 0.07207242332717789, "bench_spy_p1w": 0.02551607673601719, "bench_c_p1w": 0.02551607673601719, "ret_p1m": 0.11215774927311384, "ret_signed_p1m": 0.11215774927311384, "alpha_spy_p1m": 0.14094478881197725, "alpha_c_p1m": 0.14094478881197725, "bench_spy_p1m": -0.028787039538863413, "bench_c_p1m": -0.028787039538863413, "ret_p3m": 0.6680481408837315, "ret_signed_p3m": 0.6680481408837315, "alpha_spy_p3m": 0.5710726612836234, "alpha_c_p3m": 0.5710726612836234, "bench_spy_p3m": 0.0969754796001081, "bench_c_p3m": 0.0969754796001081, "ret_p6m": 0.9230092354766259, "ret_signed_p6m": 0.9230092354766259, "alpha_spy_p6m": 0.7422284780236852, "alpha_c_p6m": 0.7422284780236852, "bench_spy_p6m": 0.18078075745294075, "bench_c_p6m": 0.18078075745294075, "ret_p1y": 0.8232855207377803, "ret_signed_p1y": 0.8232855207377803, "alpha_spy_p1y": 0.5639183451996375, "alpha_c_p1y": 0.5639183451996375, "bench_spy_p1y": 0.2593671755381428, "bench_c_p1y": 0.2593671755381428, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.11215774927311384, "alpha_spy_stated": 0.14094478881197725, "alpha_c_stated": 0.14094478881197725, "price_path": [-0.0486, -0.0657, -0.1019, -0.0679, 0.0117, 0.0134, 0.0347, 0.0347, 0.0317, -0.0068, -0.0306, -0.0501, -0.0501, -0.0556, 0.0034, -0.0465, -0.1209, -0.1431, -0.1431, -0.1552, -0.1839, -0.1722, -0.1442, -0.1304, -0.0986, -0.0986, -0.0823, -0.0345, -0.008, -0.008, -0.0525, 0.0077, 0.0018, 0.0201, 0.036, 0.0517, 0.3041, 0.273, 0.3976, 0.3922, 0.4651, 0.4145, 0.4744, 0.4809, 0.4966, 0.4966, 0.5652, 0.4074, 0.3347, 0.2729, 0.1389, 0.1032, 0.1217, 0.0647, 0.0666, 0.0477, 0.06, 0.132, 0.0106, 0.0664, -0.0407, -0.0197, 0.0506, 0.0, 0.0831, 0.0971, 0.0536, 0.0814, 0.0976, 0.1424, 0.2151, 0.212, 0.159, 0.1315, 0.0782, 0.06, 0.0636, 0.0983, 0.05, -0.0705, -0.0224, -0.0289, 0.1556, 0.1127, 0.1122, 0.1633, 0.2359, 0.1644, 0.1778, 0.1778, 0.1404, 0.1805, 0.2663, 0.3537, 0.4165, 0.44, 0.4579, 0.4876, 0.4594, 0.5609, 0.5545, 0.3672, 0.3876, 0.4965, 0.4732, 0.4878, 0.6089, 0.635, 0.6091, 0.6267, 0.5867, 0.5774, 0.5144, 0.5359, 0.5487, 0.5487, 0.5497, 0.5544, 0.5363, 0.6551, 0.6584, 0.6726, 0.6329, 0.506, 0.6041, 0.6586, 0.668, 0.713, 0.6979, 0.7257, 0.7761, 0.7357, 0.7578, 0.7578, 0.7244, 0.7573, 0.7989, 0.7948, 0.8117, 0.642, 0.7121, 0.6413, 0.6594, 0.6875, 0.6875, 0.7473, 0.7547, 0.7977, 0.7898, 0.7847, 0.8733, 0.8661, 0.8954, 0.9341, 0.9282, 0.9064, 0.8723, 0.9421, 0.945, 0.9945, 0.9829, 0.9623, 0.9921, 0.9888, 0.9376, 1.0178, 1.1762, 1.255, 1.2884, 1.3482, 1.2944, 1.3483, 1.3156, 1.2735, 1.2252, 1.1858, 0.9813, 0.9594, 0.9616, 0.9937, 0.974, 1.0205, 0.9683, 0.9859, 0.9682, 0.9682, 0.973, 0.9455, 0.9611, 0.923]}
{"unit_id": "quote:1922421697816224168", "ticker_idx": 0, "ts": "2025-05-13T22:40:24+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Basically, buy $MU", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Endorses buying MU, noting NVDA GPUs are enabled by MU HBMs.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "Jim Cramer at it again. Basically, buy $MU. \n\n$NVDA GPUs are directly enabled by $MU HBMs. https://t.co/8EQPut8c0I", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.01689047347674477, "ret_signed_m1d": 0.01689047347674477, "alpha_spy_m1d": 0.01816692471057746, "alpha_c_m1d": 0.02668928730421971, "bench_spy_m1d": -0.0012764512338326872, "bench_c_m1d": -0.00979881382747494, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0013637732311002626, "ret_signed_p1d": 0.0013637732311002626, "alpha_spy_p1d": -0.0035205119035413013, "alpha_c_p1d": 0.004831646886833241, "bench_spy_p1d": 0.004884285134641564, "bench_c_p1d": -0.003467873655732978, "ret_p1w": 0.005455253387188996, "ret_signed_p1w": 0.005455253387188996, "alpha_spy_p1w": 0.013505175502386058, "alpha_c_p1w": 0.031746619087878014, "bench_spy_p1w": -0.008049922115197061, "bench_c_p1w": -0.026291365700689018, "ret_p1m": 0.21884187748200823, "ret_signed_p1m": 0.21884187748200823, "alpha_spy_p1m": 0.19133992562185287, "alpha_c_p1m": 0.15771043571350507, "bench_spy_p1m": 0.02750195186015536, "bench_c_p1m": 0.06113144176850316, "ret_p3m": 0.2991654571115463, "ret_signed_p3m": 0.2991654571115463, "alpha_spy_p3m": 0.21371495767551063, "alpha_c_p3m": 0.11605332164610371, "bench_spy_p3m": 0.08545049943603567, "bench_c_p3m": 0.18311213546544258, "ret_p6m": 1.5042353751607935, "ret_signed_p6m": 1.5042353751607935, "alpha_spy_p6m": 1.3569123834911179, "alpha_c_p6m": 1.0884927742654271, "bench_spy_p6m": 0.14732299166967566, "bench_c_p6m": 0.4157426008953664, "ret_p1y": 4.701928979330708, "ret_signed_p1y": 4.701928979330708, "alpha_spy_p1y": 4.461419148823376, "alpha_c_p1y": 3.639723401563366, "bench_spy_p1y": 0.24050983050733188, "bench_c_p1y": 1.0622055777673416, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.21884187748200823, "alpha_spy_stated": 0.19133992562185287, "alpha_c_stated": 0.15771043571350507, "price_path": [0.0427, 0.0427, 0.1189, 0.0934, 0.0811, 0.0356, -0.0004, -0.0233, 0.0237, -0.038, -0.019, -0.0514, -0.0445, -0.0116, -0.0647, -0.026, -0.0876, -0.067, 0.0021, -0.0059, 0.056, 0.0803, 0.0658, 0.0693, 0.0792, -0.0076, 0.0157, -0.0132, -0.0347, -0.0449, -0.0734, -0.0884, -0.0693, -0.0705, -0.2201, -0.321, -0.2827, -0.3124, -0.1831, -0.2651, -0.2704, -0.2549, -0.2547, -0.2727, -0.2782, -0.2782, -0.2998, -0.2634, -0.2349, -0.1878, -0.163, -0.1758, -0.1935, -0.1927, -0.1841, -0.1532, -0.1563, -0.1554, -0.1332, -0.1067, -0.0992, -0.0318, 0.0169, 0.0, 0.0014, 0.0281, 0.0349, 0.0292, 0.0055, -0.0051, -0.0205, -0.0205, 0.0111, 0.009, 0.0155, -0.009, 0.03, 0.0727, 0.0832, 0.1151, 0.1389, 0.164, 0.1974, 0.2173, 0.2188, 0.2128, 0.2572, 0.2625, 0.278, 0.278, 0.2967, 0.2807, 0.3419, 0.335, 0.3219, 0.3089, 0.293, 0.2683, 0.2772, 0.2829, 0.2829, 0.2593, 0.3065, 0.2836, 0.2928, 0.3077, 0.2455, 0.2613, 0.2226, 0.1893, 0.2012, 0.189, 0.1469, 0.1533, 0.1733, 0.1683, 0.1682, 0.1757, 0.2049, 0.1461, 0.1013, 0.1317, 0.1452, 0.1423, 0.1747, 0.2484, 0.2992, 0.3415, 0.3049, 0.3157, 0.2692, 0.2974, 0.2816, 0.2308, 0.2159, 0.2357, 0.2225, 0.2233, 0.2365, 0.2811, 0.2497, 0.2497, 0.2441, 0.2467, 0.3043, 0.3795, 0.3804, 0.4201, 0.4701, 0.5811, 0.651, 0.6567, 0.6677, 0.68, 0.7735, 0.7088, 0.7287, 0.7474, 0.6981, 0.6468, 0.6515, 0.7211, 0.757, 0.9127, 0.9295, 0.9736, 1.0065, 0.9511, 1.0651, 1.0209, 0.9081, 1.0255, 0.9655, 1.0168, 1.1281, 1.1265, 1.1726, 1.1255, 1.0854, 1.172, 1.3013, 1.3127, 1.3317, 1.3813, 1.3538, 1.3512, 1.4661, 1.2909, 1.4955, 1.5042]}
{"unit_id": "thread:1904933657833595010", "ticker_idx": 0, "ts": "2025-03-26T16:29:10+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I think it's a BS but market will do what it always does. Blackwell and Rubin are orders of magnitude more energy efficient.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Dismisses China energy-efficiency selloff as overblown; Blackwell/Rubin efficiency makes the concern irrelevant, implying NVDA dip is unwarranted.", "resolved_tickers": ["NVDA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "self_thread", "lang": "en", "tweet_text": "$NVDA is down -5.5%\n\n...on the news that Chinese sales might go down because of energy efficiency rules, putting pressure on the entire market. I think it's a BS but market will do what it always does.\n\nBlackwell and Rubin are orders of magnitude more energy efficient.\n\n---\n\nhttps://t.co/wfAqrZLqxB", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.060917667323667546, "ret_signed_m1d": 0.060917667323667546, "alpha_spy_m1d": 0.04883508554360483, "alpha_c_m1d": 0.026504796572732303, "bench_spy_m1d": 0.012082581780062718, "bench_c_m1d": 0.03441287075093524, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.02048169079087525, "ret_signed_p1d": -0.02048169079087525, "alpha_spy_p1d": -0.017826063475664844, "alpha_c_p1d": -0.0012933897687452678, "bench_spy_p1d": -0.002655627315210407, "bench_c_p1d": -0.019188301022129983, "ret_p1w": -0.029360134706220675, "ret_signed_p1w": -0.029360134706220675, "alpha_spy_p1w": -0.022202045634503675, "alpha_c_p1w": 0.006313929542049568, "bench_spy_p1w": -0.007158089071717, "bench_c_p1w": -0.03567406424827024, "ret_p1m": -0.06443394723558626, "ret_signed_p1m": -0.06443394723558626, "alpha_spy_p1m": -0.025917663067352992, "alpha_c_p1m": -0.005697891600496052, "bench_spy_p1m": -0.03851628416823327, "bench_c_p1m": -0.05873605563509021, "ret_p3m": 0.2674050382125206, "ret_signed_p3m": 0.2674050382125206, "alpha_spy_p3m": 0.2087789846318977, "alpha_c_p3m": 0.0876383241927825, "bench_spy_p3m": 0.058626053580622894, "bench_c_p3m": 0.1797667140197381, "ret_p6m": 0.5494214729946856, "ret_signed_p6m": 0.5494214729946856, "alpha_spy_p6m": 0.3812372946378959, "alpha_c_p6m": 0.12169293467403164, "bench_spy_p6m": 0.16818417835678967, "bench_c_p6m": 0.42772853832065394, "ret_p1y": 0.5848494185716961, "ret_signed_p1y": 0.5848494185716961, "alpha_spy_p1y": 0.409911874145237, "alpha_c_p1y": -0.16523033245755236, "bench_spy_p1y": 0.17493754442645915, "bench_c_p1y": 0.7500797510292485, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.06443394723558626, "alpha_spy_stated": -0.025917663067352992, "alpha_c_stated": -0.005697891600496052, "price_path": [0.2043, 0.2085, 0.1804, 0.1804, 0.2157, 0.2698, 0.3134, 0.2318, 0.2315, 0.2315, 0.1946, 0.171, 0.1581, 0.1975, 0.174, 0.2104, 0.2104, 0.2378, 0.2927, 0.294, 0.2536, 0.0409, 0.1338, 0.0873, 0.0956, 0.0554, 0.0254, 0.0429, 0.0972, 0.131, 0.1412, 0.174, 0.1673, 0.1527, 0.1891, 0.2204, 0.2204, 0.2253, 0.2238, 0.2315, 0.1816, 0.1451, 0.113, 0.1539, 0.0561, 0.098, 0.0025, 0.0195, 0.031, -0.0281, -0.0095, -0.0597, -0.044, 0.0174, 0.016, 0.0695, 0.0507, 0.0147, 0.0331, 0.0419, 0.0346, 0.0672, 0.0609, 0.0, -0.0205, -0.036, -0.0473, -0.0317, -0.0294, -0.1051, -0.171, -0.1417, -0.1535, 0.005, -0.0544, -0.0249, -0.0268, -0.0137, -0.0815, -0.1079, -0.1079, -0.1481, -0.1307, -0.0971, -0.0644, -0.0242, -0.0442, -0.0417, -0.0425, -0.0189, 0.0065, 0.0005, -0.0019, 0.029, 0.0317, 0.0254, 0.0812, 0.1421, 0.1897, 0.1852, 0.1902, 0.1917, 0.1813, 0.1586, 0.1676, 0.1541, 0.1541, 0.1911, 0.185, 0.2235, 0.1879, 0.2076, 0.2414, 0.2475, 0.2306, 0.2458, 0.2538, 0.2655, 0.2556, 0.2747, 0.2481, 0.272, 0.267, 0.2789, 0.2789, 0.2646, 0.2674, 0.3002, 0.3565, 0.3628, 0.3868, 0.3889, 0.3477, 0.3824, 0.4008, 0.4008, 0.3911, 0.4066, 0.4319, 0.4426, 0.4498, 0.4423, 0.5006, 0.5065, 0.5209, 0.5157, 0.5066, 0.4684, 0.5013, 0.5274, 0.5252, 0.5538, 0.5429, 0.576, 0.5637, 0.5272, 0.5824, 0.5671, 0.5773, 0.5892, 0.6061, 0.6005, 0.6102, 0.5964, 0.6001, 0.5863, 0.6001, 0.5441, 0.5419, 0.5383, 0.5647, 0.5807, 0.5979, 0.5965, 0.5839, 0.5312, 0.5312, 0.5013, 0.4999, 0.5091, 0.4683, 0.4796, 0.5012, 0.5589, 0.5576, 0.5633, 0.5627, 0.5375, 0.4971, 0.5494]}
{"unit_id": "quote:1905328317047472274", "ticker_idx": 0, "ts": "2025-03-27T18:37:24+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$PLTR The King of the Enterprise Jungle", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish PLTR; endorses monopoly on Automated Governance thesis, calls it king of enterprise.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "$PLTR The King of the Enterprise Jungle https://t.co/sGa1Em21lr", "reply_text": null, "parent_text": null, "quoted_text": "$PLTR valuation makes ZERO sense \n\nBut then why do institutions keep buying it?\nWhat do they know that you don't?\n\nI work in BIG DATA analytics and let me share the secrets of Palantir in the most basic way\n\nPalantir has monopoly on Automated Governance, serving as the ultimate https://t.co/XGLRmO7rq8", "parent_author": null, "ret_m1d": 0.024309052396810582, "ret_signed_m1d": 0.024309052396810582, "alpha_spy_m1d": 0.021646353946864316, "alpha_c_m1d": 0.021646353946864316, "bench_spy_m1d": 0.002662698449946266, "bench_c_m1d": 0.002662698449946266, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04706402526499209, "ret_signed_p1d": -0.04706402526499209, "alpha_spy_p1d": -0.02692570377788006, "alpha_c_p1d": -0.02692570377788006, "bench_spy_p1d": -0.020138321487112032, "bench_c_p1d": -0.020138321487112032, "ret_p1w": -0.07203905125523824, "ret_signed_p1w": -0.07203905125523824, "alpha_spy_p1w": -0.01846637921180383, "alpha_c_p1w": -0.01846637921180383, "bench_spy_p1w": -0.05357267204343441, "bench_c_p1w": -0.05357267204343441, "ret_p1m": 0.2518592891968312, "ret_signed_p1m": 0.2518592891968312, "alpha_spy_p1m": 0.28084980603493903, "alpha_c_p1m": 0.28084980603493903, "bench_spy_p1m": -0.028990516838107827, "bench_c_p1m": -0.028990516838107827, "ret_p3m": 0.5898546070569488, "ret_signed_p3m": 0.5898546070569488, "alpha_spy_p3m": 0.5166835532391374, "alpha_c_p3m": 0.5166835532391374, "bench_spy_p3m": 0.07317105381781142, "bench_c_p3m": 0.07317105381781142, "ret_p6m": 1.0245311000522008, "ret_signed_p6m": 1.0245311000522008, "alpha_spy_p6m": 0.8474351309253576, "alpha_c_p6m": 0.8474351309253576, "bench_spy_p6m": 0.17709596912684322, "bench_c_p6m": 0.17709596912684322, "ret_p1y": 0.6951937776522161, "ret_signed_p1y": 0.6951937776522161, "alpha_spy_p1y": 0.5051387096953406, "alpha_c_p1y": 0.5051387096953406, "bench_spy_p1y": 0.19005506795687555, "bench_c_p1y": 0.19005506795687555, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.2518592891968312, "alpha_spy_stated": 0.28084980603493903, "alpha_c_stated": 0.28084980603493903, "price_path": [-0.1433, -0.1605, -0.1605, -0.1654, -0.1132, -0.1573, -0.2231, -0.2426, -0.2426, -0.2534, -0.2787, -0.2684, -0.2436, -0.2314, -0.2034, -0.2034, -0.1889, -0.1467, -0.1233, -0.1233, -0.1626, -0.1094, -0.1147, -0.0985, -0.0844, -0.0705, 0.1525, 0.1251, 0.2352, 0.2304, 0.2948, 0.2501, 0.303, 0.3088, 0.3227, 0.3227, 0.3833, 0.2439, 0.1796, 0.125, 0.0065, -0.025, -0.0087, -0.0591, -0.0574, -0.074, -0.0632, 0.0004, -0.1069, -0.0575, -0.1522, -0.1336, -0.0715, -0.1162, -0.0427, -0.0304, -0.0688, -0.0443, -0.03, 0.0097, 0.0739, 0.0712, 0.0243, 0.0, -0.0471, -0.0632, -0.0601, -0.0293, -0.072, -0.1785, -0.136, -0.1417, 0.0213, -0.0167, -0.0171, 0.0281, 0.0922, 0.0291, 0.041, 0.041, 0.0079, 0.0433, 0.1191, 0.1964, 0.2519, 0.2726, 0.2885, 0.3147, 0.2898, 0.3795, 0.3738, 0.2083, 0.2263, 0.3226, 0.302, 0.3149, 0.4219, 0.445, 0.4221, 0.4377, 0.4023, 0.3941, 0.3384, 0.3574, 0.3687, 0.3687, 0.3696, 0.3737, 0.3578, 0.4628, 0.4656, 0.4782, 0.4431, 0.331, 0.4177, 0.4659, 0.4742, 0.5139, 0.5006, 0.5251, 0.5697, 0.534, 0.5536, 0.5536, 0.524, 0.5531, 0.5899, 0.5862, 0.6012, 0.4512, 0.5132, 0.4505, 0.4665, 0.4914, 0.4914, 0.5442, 0.5508, 0.5887, 0.5818, 0.5773, 0.6556, 0.6492, 0.6751, 0.7093, 0.7041, 0.6849, 0.6547, 0.7164, 0.7189, 0.7627, 0.7525, 0.7343, 0.7606, 0.7577, 0.7124, 0.7833, 0.9233, 0.9929, 1.0224, 1.0753, 1.0278, 1.0754, 1.0465, 1.0093, 0.9666, 0.9317, 0.751, 0.7317, 0.7336, 0.762, 0.7446, 0.7857, 0.7396, 0.7551, 0.7395, 0.7395, 0.7437, 0.7194, 0.7332, 0.6995, 0.7327, 0.8022, 0.8508, 0.8244, 0.9029, 0.9004, 0.8899, 0.8685, 0.9644, 1.0245]}
{"unit_id": "reply:1917602540000272809", "ticker_idx": 0, "ts": "2025-04-30T15:30:47+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Strongest in my portfolio and in my long watch list", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds PLTR as strongest in portfolio/watch list; MELI next in line YTD.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@darealcraigster Indeed. Strongest in my portfolio and in my long watch list. Next in line is $MELI as far as YTD goes.\n\n💪", "reply_text": null, "parent_text": "@TradexWhisperer Is $PLTR not the strongest stock in the market right now? You just can't keep a good man down. Bad economy? Recession fears 😨? Not for Palantir.", "quoted_text": null, "parent_author": "darealcraigster", "ret_m1d": -0.01992570551929096, "ret_signed_m1d": -0.01992570551929096, "alpha_spy_m1d": -0.019529032837426463, "alpha_c_m1d": -0.019529032837426463, "bench_spy_m1d": -0.0003966726818644961, "bench_c_m1d": -0.0003966726818644961, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.01891257554028014, "ret_signed_p1d": -0.01891257554028014, "alpha_spy_p1d": -0.025999667628166856, "alpha_c_p1d": -0.025999667628166856, "bench_spy_p1d": 0.007087092087886715, "bench_c_p1d": 0.007087092087886715, "ret_p1w": -0.06720701553861053, "ret_signed_p1w": -0.06720701553861053, "alpha_spy_p1w": -0.07912706311254525, "alpha_c_p1w": -0.07912706311254525, "bench_spy_p1w": 0.011920047573934722, "bench_c_p1w": 0.011920047573934722, "ret_p1m": 0.03275917910705428, "ret_signed_p1m": 0.03275917910705428, "alpha_spy_p1m": -0.03127600221053295, "alpha_c_p1m": -0.03127600221053295, "bench_spy_p1m": 0.06403518131758723, "bench_c_p1m": 0.06403518131758723, "ret_p3m": 0.3329956233403297, "ret_signed_p3m": 0.3329956233403297, "alpha_spy_p3m": 0.18100826418480276, "alpha_c_p3m": 0.18100826418480276, "bench_spy_p3m": 0.15198735915552697, "bench_c_p3m": 0.15198735915552697, "ret_p6m": 0.5238094563264195, "ret_signed_p6m": 0.5238094563264195, "alpha_spy_p6m": 0.30547730757929803, "alpha_c_p6m": 0.30547730757929803, "bench_spy_p6m": 0.21833214874712148, "bench_c_p6m": 0.21833214874712148, "ret_p1y": 0.23598443407724012, "ret_signed_p1y": 0.23598443407724012, "alpha_spy_p1y": -0.05928882138889602, "alpha_c_p1y": -0.05928882138889602, "bench_spy_p1y": 0.29527325546613614, "bench_c_p1y": 0.29527325546613614, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.03275917910705428, "alpha_spy_stated": -0.03127600221053295, "alpha_c_stated": -0.03127600221053295, "price_path": [-0.3035, -0.293, -0.1234, -0.1442, -0.0605, -0.0641, -0.0151, -0.0491, -0.0089, -0.0045, 0.0061, 0.0061, 0.0522, -0.0539, -0.1028, -0.1443, -0.2344, -0.2584, -0.2459, -0.2843, -0.283, -0.2957, -0.2874, -0.239, -0.3207, -0.2831, -0.3551, -0.341, -0.2937, -0.3278, -0.2719, -0.2625, -0.2917, -0.273, -0.2622, -0.232, -0.1831, -0.1852, -0.2209, -0.2394, -0.2752, -0.2874, -0.285, -0.2617, -0.2942, -0.3751, -0.3428, -0.3472, -0.2232, -0.252, -0.2524, -0.218, -0.1692, -0.2172, -0.2082, -0.2082, -0.2334, -0.2064, -0.1488, -0.09, -0.0478, -0.032, -0.0199, 0.0, -0.0189, 0.0493, 0.045, -0.0809, -0.0672, 0.006, -0.0096, 0.0002, 0.0816, 0.0991, 0.0817, 0.0935, 0.0666, 0.0604, 0.0181, 0.0325, 0.0411, 0.0411, 0.0418, 0.0449, 0.0328, 0.1126, 0.1148, 0.1244, 0.0977, 0.0124, 0.0784, 0.115, 0.1213, 0.1516, 0.1414, 0.1601, 0.1939, 0.1668, 0.1817, 0.1817, 0.1592, 0.1814, 0.2093, 0.2065, 0.2179, 0.1039, 0.151, 0.1033, 0.1155, 0.1344, 0.1344, 0.1746, 0.1796, 0.2085, 0.2031, 0.1998, 0.2593, 0.2545, 0.2741, 0.3002, 0.2962, 0.2816, 0.2586, 0.3056, 0.3075, 0.3408, 0.333, 0.3191, 0.3392, 0.337, 0.3025, 0.3565, 0.4629, 0.5159, 0.5383, 0.5785, 0.5424, 0.5786, 0.5567, 0.5284, 0.4959, 0.4694, 0.3319, 0.3172, 0.3186, 0.3403, 0.327, 0.3582, 0.3232, 0.335, 0.3231, 0.3231, 0.3263, 0.3078, 0.3183, 0.2927, 0.318, 0.3708, 0.4078, 0.3877, 0.4474, 0.4455, 0.4375, 0.4212, 0.4942, 0.5399, 0.5141, 0.5413, 0.516, 0.5123, 0.4992, 0.5101, 0.5402, 0.5616, 0.5793, 0.4612, 0.5158, 0.5381, 0.5498, 0.5659, 0.4813, 0.4962, 0.5176, 0.5165, 0.5039, 0.5041, 0.5332, 0.5325, 0.4817, 0.5238]}
{"unit_id": "reply:1917602540000272809", "ticker_idx": 1, "ts": "2025-04-30T15:30:47+00:00", "symbol": "MELI", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Next in line is $MELI as far as YTD goes", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds PLTR as strongest in portfolio/watch list; MELI next in line YTD.", "resolved_tickers": ["MELI"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Internet Retail'", "bench_c_industry": "Internet Retail", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@darealcraigster Indeed. Strongest in my portfolio and in my long watch list. Next in line is $MELI as far as YTD goes.\n\n💪", "reply_text": null, "parent_text": "@TradexWhisperer Is $PLTR not the strongest stock in the market right now? You just can't keep a good man down. Bad economy? Recession fears 😨? Not for Palantir.", "quoted_text": null, "parent_author": "darealcraigster", "ret_m1d": -0.021447106480438904, "ret_signed_m1d": -0.021447106480438904, "alpha_spy_m1d": -0.02105043379857441, "alpha_c_m1d": -0.030622977949179786, "bench_spy_m1d": -0.0003966726818644961, "bench_c_m1d": 0.009175871468740882, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.015586621448342441, "ret_signed_p1d": -0.015586621448342441, "alpha_spy_p1d": -0.022673713536229156, "alpha_c_p1d": -0.021112393149460562, "bench_spy_p1d": 0.007087092087886715, "bench_c_p1d": 0.005525771701118121, "ret_p1w": -0.029499970776655893, "ret_signed_p1w": -0.029499970776655893, "alpha_spy_p1w": -0.041420018350590615, "alpha_c_p1w": -0.03877708634476429, "bench_spy_p1w": 0.011920047573934722, "bench_c_p1w": 0.009277115568108396, "ret_p1m": 0.09208652791269278, "ret_signed_p1m": 0.09208652791269278, "alpha_spy_p1m": 0.028051346595105553, "alpha_c_p1m": 0.0023065260284276246, "bench_spy_p1m": 0.06403518131758723, "bench_c_p1m": 0.08978000188426516, "ret_p3m": 0.009979195911832273, "ret_signed_p3m": 0.009979195911832273, "alpha_spy_p3m": -0.1420081632436947, "alpha_c_p3m": -0.13906735184405639, "bench_spy_p3m": 0.15198735915552697, "bench_c_p3m": 0.14904654775588866, "ret_p6m": -0.07831049687854885, "ret_signed_p6m": -0.07831049687854885, "alpha_spy_p6m": -0.29664264562567033, "alpha_c_p6m": -0.2914208109180587, "bench_spy_p6m": 0.21833214874712148, "bench_c_p6m": 0.21311031403950986, "ret_p1y": -0.20379695033979728, "ret_signed_p1y": -0.20379695033979728, "alpha_spy_p1y": -0.4990702058059334, "alpha_c_p1y": -0.43427156486616936, "bench_spy_p1y": 0.29527325546613614, "bench_c_p1y": 0.23047461452637208, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.09208652791269278, "alpha_spy_stated": 0.028051346595105553, "alpha_c_stated": 0.0023065260284276246, "price_path": [-0.1753, -0.181, -0.1564, -0.1526, -0.1365, -0.1434, -0.1238, -0.1269, -0.1348, -0.1136, -0.0948, -0.0948, -0.0996, -0.1094, -0.0945, -0.0304, -0.0461, -0.0696, -0.0572, -0.0863, -0.0897, -0.1117, -0.1163, -0.0936, -0.1225, -0.1379, -0.1657, -0.1462, -0.1399, -0.1464, -0.1328, -0.0963, -0.1407, -0.1137, -0.113, -0.1011, -0.0843, -0.0599, -0.1098, -0.1008, -0.1213, -0.163, -0.1784, -0.1702, -0.1653, -0.21, -0.23, -0.2165, -0.1502, -0.1703, -0.1433, -0.126, -0.0912, -0.1143, -0.0993, -0.0993, -0.1177, -0.0869, -0.0819, -0.0541, -0.045, -0.0525, -0.0214, 0.0, -0.0156, -0.0215, -0.0362, -0.0437, -0.0295, 0.034, 0.0511, 0.0745, 0.0791, 0.1, 0.1097, 0.109, 0.1062, 0.1066, 0.1163, 0.1181, 0.0759, 0.0759, 0.0962, 0.0943, 0.0921, 0.0997, 0.1127, 0.1164, 0.1043, 0.1076, 0.065, 0.0505, 0.0281, 0.0241, 0.0163, 0.0176, 0.0532, 0.0252, 0.0308, 0.0308, 0.0313, 0.0524, 0.085, 0.0899, 0.0984, 0.0983, 0.1213, 0.0732, 0.0606, 0.0786, 0.0786, 0.073, 0.0625, 0.0627, 0.0306, 0.0243, 0.0212, 0.0254, 0.0319, 0.0087, 0.0355, 0.0207, 0.0231, 0.0273, 0.0258, 0.0136, 0.01, 0.0232, 0.0217, 0.0185, 0.0193, 0.0279, 0.0331, -0.0058, 0.0017, 0.0098, -0.0167, 0.0086, -0.0015, -0.0047, 0.0264, 0.0142, 0.0052, 0.0022, 0.0028, 0.0428, 0.033, 0.032, 0.0354, 0.0607, 0.0609, 0.0609, 0.021, 0.0181, 0.0373, 0.0372, 0.0069, 0.0181, 0.0078, 0.0032, 0.0037, 0.0021, 0.0254, 0.0495, 0.0624, 0.0521, 0.0557, 0.0701, 0.0773, 0.0692, 0.059, 0.0731, 0.0026, -0.066, -0.0361, -0.0678, -0.0758, -0.0615, -0.0648, -0.024, -0.0846, -0.0665, -0.0742, -0.1212, -0.1235, -0.1312, -0.0981, -0.081, -0.1011, -0.0783]}
{"unit_id": "quote:1898760527490457624", "ticker_idx": 0, "ts": "2025-03-09T15:39:21+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$PLTR Has Zero Cancellations", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish PLTR: zero cancellations while traditional consulting firms lose $1B+ in TCV, framing Palantir as the beneficiary.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "🚨 BREAKING: Over $1 Billion in TCV has been slashed from Steak Dinner and PowerPoint-based Consulting Firms.\n\n$PLTR Has Zero Cancellations 👇 https://t.co/vrWQjQWOYc", "reply_text": null, "parent_text": null, "quoted_text": "Palantir's greatest innovation was rebranding consultants as \"forward deployed engineers\"", "parent_author": null, "ret_m1d": 0.11167853777724113, "ret_signed_m1d": 0.11167853777724113, "alpha_spy_m1d": 0.08431415894506356, "alpha_c_m1d": 0.08431415894506356, "bench_spy_m1d": 0.02736437883217757, "bench_c_m1d": 0.02736437883217757, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.021864439099140043, "ret_signed_p1d": 0.021864439099140043, "alpha_spy_p1d": 0.030177330276511927, "alpha_c_p1d": 0.030177330276511927, "bench_spy_p1d": -0.008312891177371884, "bench_c_p1d": -0.008312891177371884, "ret_p1w": 0.14362400648308782, "ret_signed_p1w": 0.14362400648308782, "alpha_spy_p1w": 0.1319040093313868, "alpha_c_p1w": 0.1319040093313868, "bench_spy_p1w": 0.011719997151701023, "bench_c_p1w": 0.011719997151701023, "ret_p1m": 0.012306919026030538, "ret_signed_p1m": 0.012306919026030538, "alpha_spy_p1m": 0.12398853280222932, "alpha_c_p1m": 0.12398853280222932, "bench_spy_p1m": -0.11168161377619878, "bench_c_p1m": -0.11168161377619878, "ret_p3m": 0.5699136943441492, "ret_signed_p3m": 0.5699136943441492, "alpha_spy_p3m": 0.5088091545742213, "alpha_c_p3m": 0.5088091545742213, "bench_spy_p3m": 0.06110453976992791, "bench_c_p3m": 0.06110453976992791, "ret_p6m": 1.05669025905681, "ret_signed_p6m": 1.05669025905681, "alpha_spy_p6m": 0.9077113775545735, "alpha_c_p6m": 0.9077113775545735, "bench_spy_p6m": 0.14897888150223637, "bench_c_p6m": 0.14897888150223637, "ret_p1y": 0.7568736222414738, "ret_signed_p1y": 0.7568736222414738, "alpha_spy_p1y": 0.5058660586345396, "alpha_c_p1y": 0.5058660586345396, "bench_spy_p1y": 0.2510075636069342, "bench_c_p1y": 0.2510075636069342, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.012306919026030538, "alpha_spy_stated": 0.12398853280222932, "alpha_c_stated": 0.12398853280222932, "price_path": [-0.0507, -0.0416, -0.0041, -0.0082, -0.0261, -0.0638, -0.0284, 0.0546, 0.0564, 0.0786, 0.0786, 0.0754, 0.0353, 0.0105, -0.0098, -0.0098, -0.0156, 0.046, -0.006, -0.0837, -0.1067, -0.1067, -0.1194, -0.1493, -0.1371, -0.1079, -0.0935, -0.0604, -0.0604, -0.0433, 0.0064, 0.034, 0.034, -0.0123, 0.0504, 0.0443, 0.0634, 0.08, 0.0964, 0.3594, 0.327, 0.4569, 0.4513, 0.5272, 0.4745, 0.5369, 0.5437, 0.5601, 0.5601, 0.6316, 0.4671, 0.3913, 0.3269, 0.1872, 0.15, 0.1693, 0.1098, 0.1118, 0.0922, 0.105, 0.18, 0.0534, 0.1117, 0.0, 0.0219, 0.0952, 0.0424, 0.1291, 0.1436, 0.0983, 0.1273, 0.1441, 0.1909, 0.2667, 0.2634, 0.2082, 0.1795, 0.124, 0.105, 0.1087, 0.1449, 0.0945, -0.031, 0.0191, 0.0123, 0.2046, 0.1599, 0.1593, 0.2126, 0.2883, 0.2138, 0.2278, 0.2278, 0.1888, 0.2306, 0.32, 0.4111, 0.4766, 0.501, 0.5198, 0.5507, 0.5213, 0.6271, 0.6205, 0.4252, 0.4465, 0.56, 0.5357, 0.5509, 0.6771, 0.7044, 0.6774, 0.6957, 0.654, 0.6443, 0.5787, 0.6011, 0.6144, 0.6144, 0.6155, 0.6203, 0.6015, 0.7253, 0.7287, 0.7435, 0.7021, 0.5699, 0.6722, 0.729, 0.7388, 0.7857, 0.77, 0.7989, 0.8514, 0.8094, 0.8324, 0.8324, 0.7976, 0.8319, 0.8752, 0.8709, 0.8886, 0.7117, 0.7848, 0.7109, 0.7298, 0.7591, 0.7591, 0.8214, 0.8291, 0.8739, 0.8657, 0.8604, 0.9527, 0.9453, 0.9758, 1.0161, 1.01, 0.9873, 0.9517, 1.0245, 1.0275, 1.0791, 1.067, 1.0456, 1.0766, 1.0732, 1.0198, 1.1034, 1.2685, 1.3506, 1.3854, 1.4478, 1.3917, 1.4479, 1.4139, 1.37, 1.3196, 1.2785, 1.0653, 1.0426, 1.0448, 1.0783, 1.0577, 1.1062, 1.0518, 1.0702, 1.0517, 1.0517, 1.0567]}
{"unit_id": "quote:1919155770261905849", "ticker_idx": 0, "ts": "2025-05-04T22:22:46+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "👑 $PLTR Palantir EMPIRE is POWERFUL AS F*CK", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish PLTR on deep government/political connections across Trump admin, Pentagon, and intelligence community creating durable monopoly-like advantages.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "👑 $PLTR Palantir EMPIRE is POWERFUL AS F*CK. Here's the FULL list:\n\nJoe Lonsdale @JTLonsdale, Co-founder of Palantir. Direct connections to Peter Thiel and Paypal 'Mafia' from his tenure at Paypal and Clarium Capital\n\nDavid Sacks, the White House AI and crypto czar. His angel investments include Facebook, Uber, SpaceX, Palantir Technologies and PayPal Mafia with connections to Peter Thiel\n\nClark Minor, a 13-year Palantir veteran, is now RFK Jr.’s Health & Human Services Chief Information Officer.\n\nGregory Barbaccia, Palantir's former Head of Intelligence and Investigations, was hired as Federal Chief Information Officer\n\nJacob Helberg, a senior advisor to Palantir, was appointed as the Under Secretary of State for Economic Growth, Energy, and the Environment\n\nShyam Sankar @ssankar, Palantir’s Chief Technology Officer is reportedly being considered, for a high-level Pentagon job guiding research and development\n\nAnthony Jancso, George Cooper and one other engineers have been associated with DOGE recruitment effort and they are former Palantir Forward Deployed Engineers\n\nPeter Thiel @peterthiel, Palantir & PayPal co-founder, has been a mentor and major financial supporter of J.D Vance. Their relationship began around 2011 when Vance attended a talk by Thiel at Yale Law School, which inspired Vance to pivot his career away from law. Vance joined Thiel's global investment firm in 2017 and later worked at Thiel's venture capital firm, Mithril Capital. Thiel played a crucial role in Vance's political rise by donating $15 million to Vance's 2022 Senate campaign. This financial support helped Vance secure his victory. Thiel introduced Vance to former President Donald Trump, leading to Trump's endorsement of Vance for the Senate\n\n“For Peter,” said one of the people familiar with his thinking, “Vance is a generational bet.”\n\n--Revolving Doors\n\nGreg Little, one of the first Pentagon officials to run CDAO, joined Palantir as a senior counselor in August 2023.\n\nDavid Spirk, who served as chief data officer at the Pentagon and contributed to the creation of CDAO, joined Palantir as senior counselor in July 2022.\n\nMaura Thompson, who held various logistics positions at CDAO and the Joint Chiefs of Staff, is now a deployment strategist at Palantir.\n\nTrevor Austin, who worked as a Palantir engineer early in his career, is now CDAO’s acting chief technology officer.\n\nWill Thibeau, who worked as deployment strategist at Palantir, later did a stint at CDAO as a policy analyst.\n\nJoseph Larson, who headed AI policy and strategy at Palantir, went on to serve as a deputy chief at CDAO.\n\nMatthew Turpin, an advisor to Palantir, served as the director of China for the National Security Council in the first Trump White House and as senior China advisor to Trump’s then-commerce secretary\n\nWendy Anderson, an executive with Pentagon experience who joined the company in 2020, holds the title of senior vice president of federal and national security.\n\nAlexander Alden, a veteran of the first Trump administration who joined Palantir in 2021. Described as a “Trump loyalist,” Alden served as a special assistant at the Pentagon from 2017 to 2018 before becoming senior director on Trump’s National Security Council, responsible for emerging technologies and defense policy.\n\nJamie Fly, a former aide to Sen. Marco Rubio (R-Fla.), Trump’s newly installed secretary of state. Fly served as a foreign and national security affairs advisor to Rubio from 2013 to 2017 and did an earlier stint in the George W. Bush administration at both the Pentagon and National Security Council. He joined Palantir in August 2023. \n\nGeof Kahn, a Central Intelligence Agency veteran who worked on the transition team for the first Trump administration, assisting then-Rep. Mike Pompeo (R-Kan.) during his confirmation process to be CIA director. Kahn later served as senior adviser to Pompeo and the CIA’s chief operating officer. He previously spent five years as policy director for the House Intelligence Committee from 2011 to 2017. Kahn joined Palantir in January 2023.\n\n--Palantir Federal Advisory Board Members\n\nThe Honorable Christine H. Fox - Former Acting Deputy Secretary of Defense and Former Assistant Director, Policy and Analysis, Johns Hopkins University Applied Physics Laboratory.\n\nGeneral Carter F. Ham, USA (Retired) - Former Commander, United States Africa Command, and Former President and CEO of the Association of the United States Army.\n\nThe Honorable Deborah Lee James - Former Secretary of the United States Air Force.\n\nAdmiral William H. McRaven, USN (Retired) - Former Commander, United States Special Operations Command, and Former Chancellor of the University of Texas.\n\nVice Admiral Peter V. Neffenger, USCG (Retired) - Former Vice Commandant of the United States Coast Guard, and Former TSA Administrator, United States Department of Homeland Security.\n\nThe Honorable Jeh C. Johnson - Former Secretary of Homeland Security at the Department of Homeland Security and Counselor to Palantir.\n\nDr. Deborah L. Birx - Former Coordinator of the White House Coronavirus Task Force, and Former Ambassador-at-Large of the President’s Emergency Plan for AIDS Relief (PEPFAR).\n\nThe Honorable Will Hurd - Former Representative of Texas' 23rd District.\n\nGeneral Gustave F. Perna, USA (Retired) - Former Chief Operating Officer, Operation Warp Speed; Former Commander, Army Materiel Command (AMC), U.S. Department of Defense.\n\nMr. Greg Simon - Former Executive Director of the White House Cancer Moonshot Task Force and the Biden Cancer Initiative, and Co-Founder of the Melanoma Research Alliance.", "reply_text": null, "parent_text": null, "quoted_text": "$PLTR valuation makes ZERO sense \n\nBut then why do institutions keep buying it?\nWhat do they know that you don't?\n\nI work in BIG DATA analytics and let me share the secrets of Palantir in the most basic way\n\nPalantir has monopoly on Automated Governance, serving as the ultimate https://t.co/XGLRmO7rq8", "parent_author": null, "ret_m1d": 0.004120563545793932, "ret_signed_m1d": 0.004120563545793932, "alpha_spy_m1d": -0.0016469438486645949, "alpha_c_m1d": -0.0016469438486645949, "bench_spy_m1d": 0.0057675073944585264, "bench_c_m1d": 0.0057675073944585264, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.1204653505462473, "ret_signed_p1d": -0.1204653505462473, "alpha_spy_p1d": -0.11210724270605088, "alpha_c_p1d": -0.11210724270605088, "bench_spy_p1d": -0.008358107840196416, "bench_c_p1d": -0.008358107840196416, "ret_p1w": -0.04290213866537429, "ret_signed_p1w": -0.04290213866537429, "alpha_spy_p1w": -0.07747137637795287, "alpha_c_p1w": -0.07747137637795287, "bench_spy_p1w": 0.03456923771257858, "bench_c_p1w": 0.03456923771257858, "ret_p1m": 0.07594733603319925, "ret_signed_p1m": 0.07594733603319925, "alpha_spy_p1m": 0.01813101252644933, "alpha_c_p1m": 0.01813101252644933, "bench_spy_p1m": 0.05781632350674992, "bench_c_p1m": 0.05781632350674992, "ret_p3m": 0.27938927363933463, "ret_signed_p3m": 0.27938927363933463, "alpha_spy_p3m": 0.15438934228706125, "alpha_c_p3m": 0.15438934228706125, "bench_spy_p3m": 0.12499993135227339, "bench_c_p3m": 0.12499993135227339, "ret_p6m": 0.5318737274453744, "ret_signed_p6m": 0.5318737274453744, "alpha_spy_p6m": 0.3056280650206247, "alpha_c_p6m": 0.3056280650206247, "bench_spy_p6m": 0.22624566242474975, "bench_c_p6m": 0.22624566242474975, "ret_p1y": 0.2330936354253934, "ret_signed_p1y": 0.2330936354253934, "alpha_spy_p1y": -0.043482013875009384, "alpha_c_p1y": -0.043482013875009384, "bench_spy_p1y": 0.2765756493004028, "bench_c_p1y": 0.2765756493004028, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.07594733603319925, "alpha_spy_stated": 0.01813101252644933, "alpha_c_stated": 0.01813101252644933, "price_path": [-0.1811, -0.1009, -0.1044, -0.0575, -0.0901, -0.0515, -0.0473, -0.0372, -0.0372, 0.0069, -0.0946, -0.1414, -0.1811, -0.2674, -0.2903, -0.2784, -0.3151, -0.3139, -0.326, -0.3181, -0.2718, -0.3499, -0.314, -0.3829, -0.3694, -0.3241, -0.3567, -0.3032, -0.2943, -0.3222, -0.3044, -0.2939, -0.2651, -0.2183, -0.2203, -0.2544, -0.2721, -0.3064, -0.3181, -0.3158, -0.2934, -0.3246, -0.402, -0.3711, -0.3753, -0.2566, -0.2842, -0.2846, -0.2517, -0.205, -0.2509, -0.2423, -0.2423, -0.2664, -0.2406, -0.1854, -0.1292, -0.0888, -0.0737, -0.0621, -0.0431, -0.0612, 0.0041, 0.0, -0.1205, -0.1074, -0.0373, -0.0523, -0.0429, 0.035, 0.0518, 0.0351, 0.0465, 0.0207, 0.0147, -0.0258, -0.012, -0.0037, -0.0037, -0.0031, -0.0001, -0.0117, 0.0647, 0.0668, 0.0759, 0.0504, -0.0312, 0.0319, 0.067, 0.073, 0.102, 0.0923, 0.1101, 0.1425, 0.1166, 0.1308, 0.1308, 0.1093, 0.1305, 0.1572, 0.1546, 0.1655, 0.0563, 0.1014, 0.0558, 0.0675, 0.0856, 0.0856, 0.124, 0.1288, 0.1564, 0.1513, 0.1481, 0.2051, 0.2005, 0.2193, 0.2442, 0.2404, 0.2264, 0.2044, 0.2493, 0.2512, 0.283, 0.2756, 0.2623, 0.2815, 0.2794, 0.2464, 0.2981, 0.3999, 0.4506, 0.4721, 0.5105, 0.476, 0.5106, 0.4896, 0.4626, 0.4314, 0.4061, 0.2745, 0.2605, 0.2619, 0.2825, 0.2699, 0.2997, 0.2662, 0.2775, 0.2661, 0.2661, 0.2692, 0.2515, 0.2615, 0.2371, 0.2612, 0.3118, 0.3472, 0.3279, 0.3851, 0.3833, 0.3756, 0.36, 0.4298, 0.4736, 0.4489, 0.4749, 0.4508, 0.4472, 0.4347, 0.4451, 0.4739, 0.4943, 0.5113, 0.3983, 0.4505, 0.4718, 0.4831, 0.4985, 0.4175, 0.4318, 0.4522, 0.4512, 0.4391, 0.4394, 0.4672, 0.4665, 0.4179, 0.4582, 0.4917, 0.5285, 0.5319]}
{"unit_id": "reply:1902918148602679619", "ticker_idx": 0, "ts": "2025-03-21T03:00:15+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Palantir Gotham is Lethal", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Decisive bullish quality verdict on Palantir, endorsing mass military/combat adoption thesis.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@xpristo @DOGE @PeteHegseth Yes, sir. Palantir Gotham is Lethal", "reply_text": null, "parent_text": "@TradexWhisperer @DOGE @PeteHegseth $PLTR is going to be mass adopted as part of all integral SOP both in command and combat roles. It’s used on the battlefield and accounting office.", "quoted_text": null, "parent_author": "xpristo", "ret_m1d": -0.03924801814816237, "ret_signed_m1d": -0.03924801814816237, "alpha_spy_m1d": -0.0389183447311654, "alpha_c_m1d": -0.0389183447311654, "bench_spy_m1d": -0.0003296734169969673, "bench_c_m1d": -0.0003296734169969673, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.06365436426786131, "ret_signed_p1d": 0.06365436426786131, "alpha_spy_p1d": 0.045745876516260386, "alpha_c_p1d": 0.045745876516260386, "bench_spy_p1d": 0.01790848775160092, "bench_c_p1d": 0.01790848775160092, "ret_p1w": -0.056178547293145975, "ret_signed_p1w": -0.056178547293145975, "alpha_spy_p1w": -0.04142621060659646, "alpha_c_p1w": -0.04142621060659646, "bench_spy_p1w": -0.014752336686549516, "bench_c_p1w": -0.014752336686549516, "ret_p1m": -0.001758971353619465, "ret_signed_p1m": -0.001758971353619465, "alpha_spy_p1m": 0.08707402206344772, "alpha_c_p1m": 0.08707402206344772, "bench_spy_p1m": -0.08883299341706719, "bench_c_p1m": -0.08883299341706719, "ret_p3m": 0.5386984182342531, "ret_signed_p3m": 0.5386984182342531, "alpha_spy_p3m": 0.4793700433178787, "alpha_c_p3m": 0.4793700433178787, "bench_spy_p3m": 0.05932837491637444, "bench_c_p3m": 0.05932837491637444, "ret_p6m": 0.8822560294318826, "ret_signed_p6m": 0.8822560294318826, "alpha_spy_p6m": 0.706923985526934, "alpha_c_p6m": 0.706923985526934, "bench_spy_p6m": 0.1753320439049486, "bench_c_p6m": 0.1753320439049486, "ret_p1y": 0.661609508695002, "ret_signed_p1y": 0.661609508695002, "alpha_spy_p1y": 0.4504364551728959, "alpha_c_p1y": 0.4504364551728959, "bench_spy_p1y": 0.21117305352210614, "bench_c_p1y": 0.21117305352210614, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.001758971353619465, "alpha_spy_stated": 0.08707402206344772, "alpha_c_stated": 0.08707402206344772, "price_path": [-0.0943, -0.0943, -0.097, -0.1306, -0.1515, -0.1685, -0.1685, -0.1734, -0.1217, -0.1653, -0.2305, -0.2499, -0.2499, -0.2606, -0.2856, -0.2754, -0.2509, -0.2388, -0.211, -0.211, -0.1967, -0.1549, -0.1317, -0.1317, -0.1706, -0.118, -0.1231, -0.1071, -0.0931, -0.0794, 0.1415, 0.1143, 0.2234, 0.2187, 0.2824, 0.2381, 0.2906, 0.2963, 0.31, 0.31, 0.3701, 0.232, 0.1683, 0.1142, -0.0031, -0.0343, -0.0181, -0.0681, -0.0664, -0.0829, -0.0721, -0.0091, -0.1154, -0.0665, -0.1603, -0.1419, -0.0804, -0.1247, -0.0519, -0.0397, -0.0777, -0.0534, -0.0392, 0.0, 0.0637, 0.0609, 0.0145, -0.0096, -0.0562, -0.0721, -0.069, -0.0386, -0.0809, -0.1863, -0.1442, -0.15, 0.0115, -0.0261, -0.0265, 0.0182, 0.0818, 0.0192, 0.031, 0.031, -0.0018, 0.0333, 0.1084, 0.1849, 0.2399, 0.2604, 0.2762, 0.3021, 0.2775, 0.3663, 0.3607, 0.1968, 0.2146, 0.3099, 0.2896, 0.3023, 0.4083, 0.4312, 0.4085, 0.4239, 0.3889, 0.3807, 0.3256, 0.3444, 0.3557, 0.3557, 0.3565, 0.3606, 0.3448, 0.4488, 0.4516, 0.4641, 0.4293, 0.3183, 0.4041, 0.4518, 0.4601, 0.4995, 0.4863, 0.5106, 0.5546, 0.5193, 0.5387, 0.5387, 0.5095, 0.5383, 0.5746, 0.571, 0.5859, 0.4373, 0.4987, 0.4367, 0.4525, 0.4771, 0.4771, 0.5295, 0.5359, 0.5735, 0.5666, 0.5622, 0.6397, 0.6335, 0.6591, 0.6929, 0.6878, 0.6688, 0.6389, 0.7, 0.7025, 0.7458, 0.7357, 0.7177, 0.7437, 0.7409, 0.696, 0.7663, 0.9049, 0.9738, 1.0031, 1.0554, 1.0084, 1.0555, 1.0269, 0.9901, 0.9478, 0.9133, 0.7343, 0.7151, 0.717, 0.7452, 0.7279, 0.7686, 0.723, 0.7383, 0.7228, 0.7228, 0.727, 0.7029, 0.7166, 0.6833, 0.7161, 0.785, 0.8331, 0.8069, 0.8847, 0.8823]}
{"unit_id": "thread:1898965626129133872", "ticker_idx": 0, "ts": "2025-03-10T05:14:21+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "This is the sound of old creaky European wooden doors opening and they are music to my ears.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish PLTR on new European partnership (EYSA/Spain), framing it as the start of broader EU market penetration.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "self_thread", "lang": "en", "tweet_text": "🇪🇺 $PLTR This is the sound of old creaky European wooden doors opening and they are music to my ears.\n\nEYSA (Spain) Partnership Announced\n\n“Today, mobility generates millions of daily data that need to be analyzed in real time to provide value to users and cities. Faced with this situation, it is necessary to apply the latest technology in order to improve processes and make them more efficient. For this reason, we have decided to integrate Palantir's software, the most advanced on the market, to accelerate the development of our business lines and increase the services we offer,” explains Javier Delgado, CEO of EYSA.\n\n---\n\nWho is EYSA?\n\n\"We are a global group that provides innovative solutions to improve mobility and promote sustainable transportation infrastructures.\n\nWith nearly 3,000 employees, our approach spans from solution design to operation. We help municipalities, public agencies, and private concessionaires achieve their sustainability and efficiency goals.\n\nCurrently, our solutions operate in more than 600 locations across over 60 countries, contributing to traffic optimization, emission reduction, and road safety improvements in both urban and interurban environments.\"", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.11167853777724113, "ret_signed_m1d": 0.11167853777724113, "alpha_spy_m1d": 0.08431415894506356, "alpha_c_m1d": 0.08431415894506356, "bench_spy_m1d": 0.02736437883217757, "bench_c_m1d": 0.02736437883217757, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.021864439099140043, "ret_signed_p1d": 0.021864439099140043, "alpha_spy_p1d": 0.030177330276511927, "alpha_c_p1d": 0.030177330276511927, "bench_spy_p1d": -0.008312891177371884, "bench_c_p1d": -0.008312891177371884, "ret_p1w": 0.14362400648308782, "ret_signed_p1w": 0.14362400648308782, "alpha_spy_p1w": 0.1319040093313868, "alpha_c_p1w": 0.1319040093313868, "bench_spy_p1w": 0.011719997151701023, "bench_c_p1w": 0.011719997151701023, "ret_p1m": 0.012306919026030538, "ret_signed_p1m": 0.012306919026030538, "alpha_spy_p1m": 0.12398853280222932, "alpha_c_p1m": 0.12398853280222932, "bench_spy_p1m": -0.11168161377619878, "bench_c_p1m": -0.11168161377619878, "ret_p3m": 0.5699136943441492, "ret_signed_p3m": 0.5699136943441492, "alpha_spy_p3m": 0.5088091545742213, "alpha_c_p3m": 0.5088091545742213, "bench_spy_p3m": 0.06110453976992791, "bench_c_p3m": 0.06110453976992791, "ret_p6m": 1.05669025905681, "ret_signed_p6m": 1.05669025905681, "alpha_spy_p6m": 0.9077113775545735, "alpha_c_p6m": 0.9077113775545735, "bench_spy_p6m": 0.14897888150223637, "bench_c_p6m": 0.14897888150223637, "ret_p1y": 0.7568736222414738, "ret_signed_p1y": 0.7568736222414738, "alpha_spy_p1y": 0.5058660586345396, "alpha_c_p1y": 0.5058660586345396, "bench_spy_p1y": 0.2510075636069342, "bench_c_p1y": 0.2510075636069342, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.012306919026030538, "alpha_spy_stated": 0.12398853280222932, "alpha_c_stated": 0.12398853280222932, "price_path": [-0.0507, -0.0416, -0.0041, -0.0082, -0.0261, -0.0638, -0.0284, 0.0546, 0.0564, 0.0786, 0.0786, 0.0754, 0.0353, 0.0105, -0.0098, -0.0098, -0.0156, 0.046, -0.006, -0.0837, -0.1067, -0.1067, -0.1194, -0.1493, -0.1371, -0.1079, -0.0935, -0.0604, -0.0604, -0.0433, 0.0064, 0.034, 0.034, -0.0123, 0.0504, 0.0443, 0.0634, 0.08, 0.0964, 0.3594, 0.327, 0.4569, 0.4513, 0.5272, 0.4745, 0.5369, 0.5437, 0.5601, 0.5601, 0.6316, 0.4671, 0.3913, 0.3269, 0.1872, 0.15, 0.1693, 0.1098, 0.1118, 0.0922, 0.105, 0.18, 0.0534, 0.1117, 0.0, 0.0219, 0.0952, 0.0424, 0.1291, 0.1436, 0.0983, 0.1273, 0.1441, 0.1909, 0.2667, 0.2634, 0.2082, 0.1795, 0.124, 0.105, 0.1087, 0.1449, 0.0945, -0.031, 0.0191, 0.0123, 0.2046, 0.1599, 0.1593, 0.2126, 0.2883, 0.2138, 0.2278, 0.2278, 0.1888, 0.2306, 0.32, 0.4111, 0.4766, 0.501, 0.5198, 0.5507, 0.5213, 0.6271, 0.6205, 0.4252, 0.4465, 0.56, 0.5357, 0.5509, 0.6771, 0.7044, 0.6774, 0.6957, 0.654, 0.6443, 0.5787, 0.6011, 0.6144, 0.6144, 0.6155, 0.6203, 0.6015, 0.7253, 0.7287, 0.7435, 0.7021, 0.5699, 0.6722, 0.729, 0.7388, 0.7857, 0.77, 0.7989, 0.8514, 0.8094, 0.8324, 0.8324, 0.7976, 0.8319, 0.8752, 0.8709, 0.8886, 0.7117, 0.7848, 0.7109, 0.7298, 0.7591, 0.7591, 0.8214, 0.8291, 0.8739, 0.8657, 0.8604, 0.9527, 0.9453, 0.9758, 1.0161, 1.01, 0.9873, 0.9517, 1.0245, 1.0275, 1.0791, 1.067, 1.0456, 1.0766, 1.0732, 1.0198, 1.1034, 1.2685, 1.3506, 1.3854, 1.4478, 1.3917, 1.4479, 1.4139, 1.37, 1.3196, 1.2785, 1.0653, 1.0426, 1.0448, 1.0783, 1.0577, 1.1062, 1.0518, 1.0702, 1.0517, 1.0517, 1.0567]}
{"unit_id": "quote:1913895424643268643", "ticker_idx": 0, "ts": "2025-04-20T10:00:02+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$RKLB IS A LEADER IN THE HYPERSONIC TEST MARKET", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish RKLB as a leader in hypersonic test market based on DoD HASTE launches.", "resolved_tickers": ["RKLB"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "quote", "lang": "en", "tweet_text": "$RKLB IS A LEADER IN THE HYPERSONIC TEST MARKET\n\nLearn more about HASTE 👇 https://t.co/0dogtspDoL", "reply_text": null, "parent_text": null, "quoted_text": "$RKLB has conducted two successful HASTE launches for @DeptofDefense in the last 3 weeks. \n\nWhat is HASTE and why does it cost $10M per launch, well above $8.4M Electron average?\n\nHASTE is basically a Hypersonic Weapon Validation Launch. The Hypersonic Accelerator Suborbital Test https://t.co/hD6radq9pH", "parent_author": null, "ret_m1d": 0.058445049591576925, "ret_signed_m1d": 0.058445049591576925, "alpha_spy_m1d": 0.03406189721065034, "alpha_c_m1d": 0.03550425086893383, "bench_spy_m1d": 0.024383152380926587, "bench_c_m1d": 0.022940798722643096, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.020911598121941655, "ret_signed_p1d": 0.020911598121941655, "alpha_spy_p1d": -0.00510622340921163, "alpha_c_p1d": 0.0034406477131743163, "bench_spy_p1d": 0.026017821531153285, "bench_c_p1d": 0.01747095040876734, "ret_p1w": 0.2155496268090793, "ret_signed_p1w": 0.2155496268090793, "alpha_spy_p1w": 0.14360665956298546, "alpha_c_p1w": 0.15881015454901526, "bench_spy_p1w": 0.07194296724609384, "bench_c_p1w": 0.05673947226006404, "ret_p1m": 0.39410190519075994, "ret_signed_p1m": 0.39410190519075994, "alpha_spy_p1m": 0.2404278893180165, "alpha_c_p1m": 0.22053651431156962, "bench_spy_p1m": 0.15367401587274343, "bench_c_p1m": 0.17356539087919032, "ret_p3m": 1.752278974850713, "ret_signed_p3m": 1.752278974850713, "alpha_spy_p3m": 1.5265129419917192, "alpha_c_p3m": 1.5092221220429023, "bench_spy_p3m": 0.22576603285899388, "bench_c_p3m": 0.24305685280781075, "ret_p6m": 2.647721188782417, "ret_signed_p6m": 2.647721188782417, "alpha_spy_p6m": 2.35164197983606, "alpha_c_p6m": 2.3876881765601494, "bench_spy_p6m": 0.29607920894635686, "bench_c_p6m": 0.2600330122222678, "ret_p1y": 2.7040216216636357, "ret_signed_p1y": 2.7040216216636357, "alpha_spy_p1y": 2.3734394755340658, "alpha_c_p1y": 2.2938081838008797, "bench_spy_p1y": 0.3305821461295697, "bench_c_p1y": 0.410213437862756, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.39410190519075994, "alpha_spy_stated": 0.2404278893180165, "alpha_c_stated": 0.22053651431156962, "price_path": [0.5882, 0.6928, 0.6279, 0.578, 0.5539, 0.548, 0.5298, 0.5576, 0.5217, 0.5378, 0.5335, 0.4842, 0.4697, 0.6408, 0.5131, 0.481, 0.5174, 0.5024, 0.5024, 0.4874, 0.3903, 0.3544, 0.2627, 0.2059, 0.0874, 0.1394, 0.0633, 0.0987, 0.0005, 0.0185, 0.0938, 0.0005, 0.008, -0.082, -0.044, -0.0118, -0.0579, 0.0086, 0.0241, -0.0359, 0.007, -0.0064, 0.0155, 0.0836, 0.0869, 0.0424, -0.0123, -0.0016, -0.0413, -0.0268, 0.037, -0.0408, -0.1223, -0.0606, -0.0788, 0.104, 0.0525, 0.0525, 0.0257, 0.1298, 0.071, 0.0584, 0.0584, 0.0, 0.0209, 0.0879, 0.1732, 0.2, 0.2155, 0.2011, 0.1684, 0.1861, 0.2327, 0.2054, 0.1995, 0.1952, 0.2386, 0.0997, 0.1399, 0.1705, 0.2938, 0.3523, 0.371, 0.3834, 0.3941, 0.3496, 0.3845, 0.363, 0.363, 0.5421, 0.5512, 0.4665, 0.4365, 0.4263, 0.4327, 0.4429, 0.4182, 0.5507, 0.5893, 0.4568, 0.467, 0.4155, 0.3625, 0.4236, 0.4166, 0.4933, 0.4933, 0.6107, 0.7576, 0.7941, 0.7346, 0.9378, 0.8971, 0.918, 0.8408, 0.9131, 0.9121, 0.9121, 1.0847, 1.0772, 1.0987, 1.0965, 1.0928, 1.3169, 1.3914, 1.5571, 1.7523, 1.7555, 1.5303, 1.5137, 1.6354, 1.5807, 1.5432, 1.4188, 1.348, 1.4901, 1.4622, 1.4027, 1.3882, 1.3995, 1.3646, 1.3705, 1.3962, 1.4139, 1.3287, 1.3056, 1.2954, 1.3737, 1.4113, 1.1941, 1.1818, 1.2268, 1.3796, 1.5319, 1.5807, 1.4799, 1.5689, 1.6059, 1.6059, 1.644, 1.334, 1.3051, 1.4579, 1.5592, 1.5217, 1.4756, 1.5968, 1.8601, 1.8976, 1.5332, 1.578, 1.5298, 1.5625, 1.6708, 1.837, 1.6107, 1.5003, 1.4804, 1.5206, 1.5689, 1.5721, 1.8134, 2.0113, 2.1367, 2.2981, 2.5019, 2.5614, 2.4456, 2.5078, 2.6477]}
{"unit_id": "quote:1915767303448441327", "ticker_idx": 0, "ts": "2025-04-25T13:58:13+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Needham initiated coverage of Rocket Lab with a Buy rating and $28", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Shares Needham's Buy initiation on RKLB with $28 PT, citing vertical integration, Neutron, and Space Systems growth.", "resolved_tickers": ["RKLB"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "quote", "lang": "en", "tweet_text": "❗️ $RKLB Needham initiated coverage of Rocket Lab with a Buy rating and $28\n\nThe firm says Rocket Lab is a “disruptive company in the fast-evolving space sector.” The company’s “deep” vertical integration is a differentiator and puts it in a “prime position” to challenge market leader SpaceX, the analyst tells investors in a research note. 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{"unit_id": "thread:1899658265115689401", "ticker_idx": 0, "ts": "2025-03-12T03:06:39+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$PLTR is ahead of the curve in Space AI… More Defense contracts incoming 🔥", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish PLTR on AI-driven defense/space contracts pipeline including Maven and NGA deals.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "self_thread", "lang": "en", "tweet_text": "🛰️ $PLTR is ahead of the curve in Space AI\n\n\"Palantir & Voyager develops AI-powered solution to predict Space collisions and threats.\"\n\n\"National Geospatial-Intelligence Agency (NGA) aims for more AI resources in 2025\"\n\n\"Its mission is to turn data from satellites, radars and other sources into usable intelligence for military decision makers and operators. 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{"unit_id": "quote:1914730969132884283", "ticker_idx": 0, "ts": "2025-04-22T17:20:11+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$PLTR NATO ACQUIRES AI-ENABLED WARFIGHTING PALANTIR MAVEN SMART SYSTEM", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Shares NATO's acquisition of Palantir's Maven Smart System as a bullish catalyst for PLTR.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "$PLTR NATO ACQUIRES AI-ENABLED WARFIGHTING PALANTIR MAVEN SMART SYSTEM https://t.co/ArHQmSSFph", "reply_text": null, "parent_text": null, "quoted_text": "New advancement unlocked 🔓 🤖 \n\nNATO has acquired the Palantir Maven Smart System, marking a significant step forward in modernising NATO's capabilities through the integration of AI\n\n🔗 https://t.co/6VwgGkmCjS https://t.co/ziqOS6pryq", "parent_author": null, "ret_m1d": -0.03393972640190224, "ret_signed_m1d": -0.03393972640190224, "alpha_spy_m1d": -0.008581666351516137, "alpha_c_m1d": -0.008581666351516137, "bench_spy_m1d": -0.0253580600503861, "bench_c_m1d": -0.0253580600503861, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.07266732616543092, "ret_signed_p1d": 0.07266732616543092, "alpha_spy_p1d": 0.05717184585660595, "alpha_c_p1d": 0.05717184585660595, "bench_spy_p1d": 0.015495480308824972, "bench_c_p1d": 0.015495480308824972, "ret_p1w": 0.23502505021122277, "ret_signed_p1w": 0.23502505021122277, "alpha_spy_p1w": 0.18368324139798053, "alpha_c_p1w": 0.18368324139798053, "bench_spy_p1w": 0.05134180881324224, "bench_c_p1w": 0.05134180881324224, "ret_p1m": 0.2829024850689441, "ret_signed_p1m": 0.2829024850689441, "alpha_spy_p1m": 0.1774307374968922, "alpha_c_p1m": 0.1774307374968922, "bench_spy_p1m": 0.10547174757205191, "bench_c_p1m": 0.10547174757205191, "ret_p3m": 0.6333653342026357, "ret_signed_p3m": 0.6333653342026357, "alpha_spy_p3m": 0.43955714031003845, "alpha_c_p3m": 0.43955714031003845, "bench_spy_p3m": 0.1938081938925973, "bench_c_p3m": 0.1938081938925973, "ret_p6m": 0.9110543589705293, "ret_signed_p6m": 0.9110543589705293, "alpha_spy_p6m": 0.6422331318529222, "alpha_c_p6m": 0.6422331318529222, "bench_spy_p6m": 0.26882122711760714, "bench_c_p6m": 0.26882122711760714, "ret_p1y": 0.3883392750183714, "ret_signed_p1y": 0.3883392750183714, "alpha_spy_p1y": 0.0840166112232208, "alpha_c_p1y": 0.0840166112232208, "bench_spy_p1y": 0.3043226637951506, "bench_c_p1y": 0.3043226637951506, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.2829024850689441, "alpha_spy_stated": 0.1774307374968922, "alpha_c_stated": 0.1774307374968922, "price_path": [-0.1597, -0.1597, -0.1974, -0.1464, -0.1514, -0.1359, -0.1224, -0.1091, 0.1047, 0.0784, 0.184, 0.1794, 0.2411, 0.1982, 0.249, 0.2545, 0.2678, 0.2678, 0.3259, 0.1923, 0.1307, 0.0783, -0.0352, -0.0654, -0.0498, -0.0981, -0.0965, -0.1125, -0.102, -0.0411, -0.144, -0.0966, -0.1874, -0.1696, -0.11, -0.1529, -0.0825, -0.0706, -0.1075, -0.0839, -0.0702, -0.0322, 0.0294, 0.0267, -0.0182, -0.0415, -0.0866, -0.102, -0.0991, -0.0696, -0.1105, -0.2126, -0.1718, -0.1774, -0.0211, -0.0575, -0.0579, -0.0146, 0.0469, -0.0136, -0.0022, -0.0022, -0.0339, 0.0, 0.0727, 0.1467, 0.1999, 0.2198, 0.235, 0.2601, 0.2363, 0.3223, 0.3168, 0.1582, 0.1754, 0.2677, 0.248, 0.2603, 0.3629, 0.385, 0.3631, 0.378, 0.3441, 0.3362, 0.2829, 0.3011, 0.3119, 0.3119, 0.3128, 0.3167, 0.3014, 0.4021, 0.4048, 0.4169, 0.3832, 0.2758, 0.3589, 0.405, 0.413, 0.4511, 0.4383, 0.4619, 0.5045, 0.4704, 0.4891, 0.4891, 0.4608, 0.4887, 0.5239, 0.5204, 0.5347, 0.391, 0.4504, 0.3904, 0.4057, 0.4295, 0.4295, 0.4802, 0.4864, 0.5228, 0.5161, 0.5119, 0.5869, 0.5808, 0.6056, 0.6384, 0.6334, 0.615, 0.586, 0.6452, 0.6476, 0.6895, 0.6798, 0.6623, 0.6875, 0.6848, 0.6413, 0.7093, 0.8435, 0.9102, 0.9385, 0.9891, 0.9436, 0.9893, 0.9616, 0.9259, 0.885, 0.8516, 0.6784, 0.6599, 0.6617, 0.6889, 0.6722, 0.7116, 0.6674, 0.6823, 0.6673, 0.6673, 0.6713, 0.648, 0.6612, 0.629, 0.6608, 0.7274, 0.774, 0.7487, 0.8239, 0.8216, 0.8115, 0.7909, 0.8829, 0.9405, 0.908, 0.9422, 0.9104, 0.9057, 0.8892, 0.903, 0.9408, 0.9678, 0.9901, 0.8414, 0.9101, 0.9382, 0.953, 0.9733, 0.8666, 0.8854, 0.9123, 0.9111]}
{"unit_id": "quote:1913771989673849084", "ticker_idx": 0, "ts": "2025-04-20T01:49:33+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU is the least vulnerable to Tariffs. It has no Fabrication facility in China.", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Bullish MU as least tariff-exposed memory name due to no China fab exposure, amid pricing power and 2025-26 demand recovery.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU is the least vulnerable to Tariffs. It has no Fabrication facility in China. https://t.co/EzorOWdHNt", "reply_text": null, "parent_text": null, "quoted_text": "$MU Alerts Customers to Price Hikes, Signaling Robust 2025-26 Demand. Here's the letter from EVP of Sales\n\nValued Channel Partners, Recent market dynamics indicate that the memory and storage markets have started to recover, with growth anticipated through calendar 2025 and 2026. https://t.co/llVwj8NP4p", "parent_author": null, "ret_m1d": 0.030865980730519604, "ret_signed_m1d": 0.030865980730519604, "alpha_spy_m1d": 0.006482828349593017, "alpha_c_m1d": 0.005843332619779984, "bench_spy_m1d": 0.024383152380926587, "bench_c_m1d": 0.02502264811073962, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05199283086682871, "ret_signed_p1d": 0.05199283086682871, "alpha_spy_p1d": 0.025975009335675425, "alpha_c_p1d": 0.03032431152480841, "bench_spy_p1d": 0.026017821531153285, "bench_c_p1d": 0.021668519342020298, "ret_p1w": 0.17710499897041965, "ret_signed_p1w": 0.17710499897041965, "alpha_spy_p1w": 0.10516203172432581, "alpha_c_p1w": 0.05561219653471583, "bench_spy_p1w": 0.07194296724609384, "bench_c_p1w": 0.12149280243570382, "ret_p1m": 0.4698830289072, "ret_signed_p1m": 0.4698830289072, "alpha_spy_p1m": 0.3162090130344566, "alpha_c_p1m": 0.1626371736316632, "bench_spy_p1m": 0.15367401587274343, "bench_c_p1m": 0.3072458552755368, "ret_p3m": 0.6986304462190682, "ret_signed_p3m": 0.6986304462190682, "alpha_spy_p3m": 0.47286441336007434, "alpha_c_p3m": 0.14557723153192836, "bench_spy_p3m": 0.22576603285899388, "bench_c_p3m": 0.5530532146871399, "ret_p6m": 1.8072118060373854, "ret_signed_p6m": 1.8072118060373854, "alpha_spy_p6m": 1.5111325970910285, "alpha_c_p6m": 1.0316700054520753, "bench_spy_p6m": 0.29607920894635686, "bench_c_p6m": 0.7755418005853101, "ret_p1y": 5.108833455160317, "ret_signed_p1y": 5.108833455160317, "alpha_spy_p1y": 4.778251309030748, "alpha_c_p1y": 3.850216762730584, "bench_spy_p1y": 0.3305821461295697, "bench_c_p1y": 1.258616692429733, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.4698830289072, "alpha_spy_stated": 0.3162090130344566, "alpha_c_stated": 0.1626371736316632, "price_path": [0.6345, 0.5688, 0.5441, 0.3634, 0.3206, 0.3319, 0.3842, 0.3653, 0.3456, 0.3566, 0.4006, 0.4147, 0.3812, 0.4355, 0.4078, 0.3719, 0.4315, 0.4892, 0.4892, 0.598, 0.5616, 0.544, 0.479, 0.4277, 0.3949, 0.4621, 0.374, 0.4011, 0.3548, 0.3647, 0.4117, 0.3358, 0.3911, 0.3031, 0.3325, 0.4312, 0.4198, 0.5082, 0.5429, 0.5221, 0.5272, 0.5413, 0.4174, 0.4506, 0.4093, 0.3786, 0.3641, 0.3234, 0.3019, 0.3292, 0.3275, 0.1139, -0.0303, 0.0244, -0.018, 0.1668, 0.0496, 0.0421, 0.0641, 0.0644, 0.0388, 0.0309, 0.0309, 0.0, 0.052, 0.0927, 0.16, 0.1954, 0.1771, 0.1519, 0.153, 0.1653, 0.2095, 0.205, 0.2063, 0.2379, 0.2758, 0.2865, 0.3828, 0.4524, 0.4282, 0.4302, 0.4684, 0.4781, 0.4699, 0.436, 0.4209, 0.399, 0.399, 0.4441, 0.4411, 0.4504, 0.4153, 0.4711, 0.5321, 0.547, 0.5926, 0.6266, 0.6624, 0.7102, 0.7385, 0.7408, 0.7321, 0.7956, 0.8031, 0.8253, 0.8253, 0.852, 0.8292, 0.9165, 0.9067, 0.8879, 0.8693, 0.8467, 0.8114, 0.8241, 0.8323, 0.8323, 0.7985, 0.866, 0.8333, 0.8464, 0.8677, 0.7789, 0.8014, 0.7462, 0.6986, 0.7156, 0.6982, 0.638, 0.6472, 0.6757, 0.6686, 0.6685, 0.6791, 0.7208, 0.6368, 0.573, 0.6163, 0.6356, 0.6314, 0.6778, 0.7831, 0.8555, 0.9159, 0.8638, 0.8791, 0.8128, 0.853, 0.8305, 0.7579, 0.7366, 0.7649, 0.746, 0.7472, 0.766, 0.8297, 0.7849, 0.7849, 0.7769, 0.7805, 0.8629, 0.9702, 0.9716, 1.0283, 1.0997, 1.2582, 1.3581, 1.3662, 1.3819, 1.3995, 1.5329, 1.4406, 1.4689, 1.4958, 1.4253, 1.3521, 1.3587, 1.4581, 1.5094, 1.7318, 1.7558, 1.8188, 1.8657, 1.7867, 1.9495, 1.8863, 1.7253, 1.8929, 1.8072]}
{"unit_id": "quote:1902906098669195716", "ticker_idx": 0, "ts": "2025-03-21T02:12:22+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU \"Third Large HBM3E Customer\"", "tweet_type": "analysis", "timeline": "months", "summary": "Bullish MU: added third large HBM3E customer, multi-billion HBM revenue in FY2025, HBM4 ramping in 2026.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU \"Third Large HBM3E Customer\"\n\nIn fiscal Q2, we initiated volume shipments to our third large HBM3E customer and anticipate additional customers over time. We expect multi-billion dollars in HBM revenue in fiscal 2025", "reply_text": null, "parent_text": null, "quoted_text": "$MU is about to get real competitive with HBM4\n\n\"The timing of our HBM4 is aligned to our customers requirements\"\n\nLooking ahead, we are enthusiastic about Micron’s HBM4, which will ramp in volume in calendar 2026. Our HBM4 provides a bandwidth increase of over 60% compared to", "parent_author": null, "ret_m1d": 0.08741547379583592, "ret_signed_m1d": 0.08741547379583592, "alpha_spy_m1d": 0.08774514721283289, "alpha_c_m1d": 0.07727181129342009, "bench_spy_m1d": -0.0003296734169969673, "bench_c_m1d": 0.010143662502415829, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.023437455156434917, "ret_signed_p1d": 0.023437455156434917, "alpha_spy_p1d": 0.005528967404833995, "alpha_c_p1d": -0.0026335920205369234, "bench_spy_p1d": 0.01790848775160092, "bench_c_p1d": 0.02607104717697184, "ret_p1w": -0.06630068793212018, "ret_signed_p1w": -0.06630068793212018, "alpha_spy_p1w": -0.05154835124557067, "alpha_c_p1w": -0.010243329707982252, "bench_spy_p1w": -0.014752336686549516, "bench_c_p1w": -0.05605735822413793, "ret_p1m": -0.29447954139044374, "ret_signed_p1m": -0.29447954139044374, "alpha_spy_p1m": -0.20564654797337656, "alpha_c_p1m": -0.13013372719874094, "bench_spy_p1m": -0.08883299341706719, "bench_c_p1m": -0.1643458141917028, "ret_p3m": 0.2877808273310831, "ret_signed_p3m": 0.2877808273310831, "alpha_spy_p3m": 0.22845245241470868, "alpha_c_p3m": 0.1195200216590544, "bench_spy_p3m": 0.05932837491637444, "bench_c_p3m": 0.16826080567202872, "ret_p6m": 0.6693846397748506, "ret_signed_p6m": 0.6693846397748506, "alpha_spy_p6m": 0.494052595869902, "alpha_c_p6m": 0.3027876458966767, "bench_spy_p6m": 0.1753320439049486, "bench_c_p6m": 0.3665969938781739, "ret_p1y": 3.269753663661156, "ret_signed_p1y": 3.269753663661156, "alpha_spy_p1y": 3.0585806101390496, "alpha_c_p1y": 2.4965352534292116, "bench_spy_p1y": 0.21117305352210614, "bench_c_p1y": 0.7732184102319442, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.29447954139044374, "alpha_spy_stated": -0.20564654797337656, "alpha_c_stated": -0.13013372719874094, "price_path": [-0.0587, -0.0587, -0.053, -0.0655, -0.0993, -0.1115, -0.1115, -0.078, -0.0512, 0.0479, 0.0759, 0.0495, 0.0495, 0.0488, 0.0036, 0.0279, 0.0894, 0.0832, 0.1164, 0.1164, 0.1548, 0.1532, 0.1068, 0.0894, -0.0381, -0.0683, -0.0603, -0.0234, -0.0367, -0.0507, -0.0429, -0.0118, -0.0019, -0.0255, 0.0128, -0.0068, -0.0321, 0.0099, 0.0507, 0.0507, 0.1274, 0.1018, 0.0893, 0.0435, 0.0073, -0.0158, 0.0316, -0.0306, -0.0115, -0.0441, -0.0372, -0.004, -0.0575, -0.0186, -0.0807, -0.0599, 0.0097, 0.0017, 0.0641, 0.0886, 0.0739, 0.0775, 0.0874, 0.0, 0.0234, -0.0057, -0.0273, -0.0376, -0.0663, -0.0815, -0.0622, -0.0634, -0.2141, -0.3158, -0.2772, -0.3072, -0.1768, -0.2595, -0.2648, -0.2492, -0.249, -0.2671, -0.2727, -0.2727, -0.2945, -0.2578, -0.229, -0.1816, -0.1566, -0.1695, -0.1873, -0.1865, -0.1779, -0.1467, -0.1499, -0.1489, -0.1266, -0.0999, -0.0924, -0.0244, 0.0247, 0.0076, 0.009, 0.036, 0.0428, 0.037, 0.0131, 0.0025, -0.013, -0.013, 0.0189, 0.0167, 0.0233, -0.0014, 0.0379, 0.0809, 0.0915, 0.1236, 0.1476, 0.1729, 0.2066, 0.2266, 0.2282, 0.222, 0.2668, 0.2721, 0.2878, 0.2878, 0.3066, 0.2905, 0.3522, 0.3452, 0.332, 0.3189, 0.3029, 0.2779, 0.2869, 0.2927, 0.2927, 0.2689, 0.3165, 0.2934, 0.3026, 0.3177, 0.255, 0.2709, 0.232, 0.1984, 0.2104, 0.1981, 0.1557, 0.1621, 0.1822, 0.1773, 0.1772, 0.1847, 0.2141, 0.1548, 0.1097, 0.1403, 0.154, 0.151, 0.1837, 0.258, 0.3091, 0.3517, 0.3149, 0.3257, 0.2789, 0.3073, 0.2914, 0.2402, 0.2252, 0.2452, 0.2319, 0.2327, 0.2459, 0.2909, 0.2593, 0.2593, 0.2537, 0.2562, 0.3143, 0.39, 0.391, 0.431, 0.4814, 0.5932, 0.6637, 0.6694]}
{"unit_id": "orig:1905114559616340212", "ticker_idx": 0, "ts": "2025-03-27T04:28:00+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU Alerts Customers to Price Hikes, Signaling Robust 2025-26 Demand", "tweet_type": "news_reaction", "timeline": "quarters", "summary": "MU raising prices on robust unforeseen demand across segments; author frames this as bullish signal for 2025-26.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "$MU Alerts Customers to Price Hikes, Signaling Robust 2025-26 Demand. Here's the letter from EVP of Sales\n\nValued Channel Partners, Recent market dynamics indicate that the memory and storage markets have started to recover, with growth anticipated through calendar 2025 and 2026. Micron is seeing an increase in un-forecasted demand across various business segments. In response to these tightening conditions, Micron is increasing pricing. The increasing demand for Al-related use cases and associated technologies reflects, among other factors, the growing interest in our product portfolio due to the essential capabilities that our products provide for each of these use cases. As a continued practice, our pricing considers both the value our products deliver to these and other use cases and the return on investment (ROI) required concerning the substantial investments we are making to develop and maintain an industry-leading product portfolio, along with the necessary manufacturing capacity to meet market demands. To help ensure supply availability and continuity, we encourage customers and channel partners to provide long- term forecast visibility and include backlog demand in that forecast. Micron issued a memo today outlining the specific pricing actions we are taking across our channel network. We value our partnership and look forward to continued success together. Should you have questions, please do not hesitate to contact your local Micron sales and service support teams.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.01064060524380217, "ret_signed_m1d": 0.01064060524380217, "alpha_spy_m1d": 0.007977906793855905, "alpha_c_m1d": -0.008923089848871246, "bench_spy_m1d": 0.002662698449946266, "bench_c_m1d": 0.019563695092673417, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.029837644479075665, "ret_signed_p1d": -0.029837644479075665, "alpha_spy_p1d": -0.009699322991963633, "alpha_c_p1d": -0.00421189401503741, "bench_spy_p1d": -0.020138321487112032, "bench_c_p1d": -0.025625750464038255, "ret_p1w": -0.18344915515924576, "ret_signed_p1w": -0.18344915515924576, "alpha_spy_p1w": -0.12987648311581135, "alpha_c_p1w": -0.08158926258640231, "bench_spy_p1w": -0.05357267204343441, "bench_c_p1w": -0.10185989257284345, "ret_p1m": -0.12369599643563123, "ret_signed_p1m": -0.12369599643563123, "alpha_spy_p1m": -0.0947054795975234, "alpha_c_p1m": -0.09715179959540732, "bench_spy_p1m": -0.028990516838107827, "bench_c_p1m": -0.02654419684022391, "ret_p3m": 0.4049642773500961, "ret_signed_p3m": 0.4049642773500961, "alpha_spy_p3m": 0.3317932235322847, "alpha_c_p3m": 0.15793791092387321, "bench_spy_p3m": 0.07317105381781142, "bench_c_p3m": 0.2470263664262229, "ret_p6m": 0.7891096906949073, "ret_signed_p6m": 0.7891096906949073, "alpha_spy_p6m": 0.6120137215680641, "alpha_c_p6m": 0.33923601397537895, "bench_spy_p6m": 0.17709596912684322, "bench_c_p6m": 0.4498736767195284, "ret_p1y": 3.862306766219004, "ret_signed_p1y": 3.862306766219004, "alpha_spy_p1y": 3.6722516982621283, "alpha_c_p1y": 3.0476306313866335, "bench_spy_p1y": 0.19005506795687555, "bench_c_p1y": 0.8146761348323706, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": 0.4049642773500961, "alpha_spy_stated": 0.3317932235322847, "alpha_c_stated": 0.15793791092387321, "price_path": [-0.0642, -0.0768, -0.0768, -0.042, -0.0142, 0.0889, 0.1179, 0.0905, 0.0905, 0.0897, 0.0428, 0.068, 0.132, 0.1255, 0.16, 0.16, 0.1999, 0.1982, 0.1501, 0.132, -0.0005, -0.0319, -0.0236, 0.0147, 0.0009, -0.0136, -0.0055, 0.0268, 0.0371, 0.0125, 0.0523, 0.032, 0.0057, 0.0494, 0.0917, 0.0917, 0.1715, 0.1448, 0.1319, 0.0842, 0.0466, 0.0226, 0.0719, 0.0072, 0.0271, -0.0068, 0.0004, 0.0349, -0.0207, 0.0197, -0.0448, -0.0231, 0.0491, 0.0408, 0.1056, 0.1311, 0.1158, 0.1196, 0.1299, 0.0391, 0.0634, 0.0331, 0.0106, 0.0, -0.0298, -0.0456, -0.0256, -0.0268, -0.1834, -0.2891, -0.249, -0.2801, -0.1447, -0.2306, -0.2361, -0.2199, -0.2197, -0.2385, -0.2443, -0.2443, -0.2669, -0.2288, -0.1989, -0.1496, -0.1237, -0.1371, -0.1555, -0.1548, -0.1458, -0.1134, -0.1167, -0.1157, -0.0925, -0.0647, -0.0569, 0.0137, 0.0647, 0.047, 0.0484, 0.0764, 0.0836, 0.0775, 0.0527, 0.0416, 0.0256, 0.0256, 0.0586, 0.0564, 0.0633, 0.0375, 0.0784, 0.1231, 0.1341, 0.1675, 0.1924, 0.2187, 0.2537, 0.2745, 0.2761, 0.2698, 0.3163, 0.3218, 0.3381, 0.3381, 0.3576, 0.3409, 0.405, 0.3977, 0.384, 0.3704, 0.3538, 0.3279, 0.3372, 0.3432, 0.3432, 0.3184, 0.3679, 0.3439, 0.3535, 0.3691, 0.304, 0.3205, 0.2801, 0.2452, 0.2576, 0.2449, 0.2008, 0.2075, 0.2284, 0.2232, 0.2231, 0.2309, 0.2615, 0.1999, 0.1531, 0.1849, 0.199, 0.196, 0.2299, 0.3071, 0.3602, 0.4045, 0.3663, 0.3775, 0.3289, 0.3584, 0.3419, 0.2886, 0.273, 0.2938, 0.28, 0.2808, 0.2946, 0.3413, 0.3084, 0.3084, 0.3026, 0.3052, 0.3656, 0.4443, 0.4453, 0.4869, 0.5392, 0.6554, 0.7286, 0.7346, 0.7461, 0.759, 0.8568, 0.7891]}
{"unit_id": "orig:1902877776795009498", "ticker_idx": 0, "ts": "2025-03-21T00:19:50+00:00", "symbol": "BRK-B", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "buy $BRK.B and $SLV when you notice a BLUE candle for $VIX", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Buy BRK.B and SLV as safe-haven hedges when VIX candle signals rising volatility.", "resolved_tickers": ["BRK-B"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Insurance - Diversified", "unit_kind": "original", "lang": "en", "tweet_text": "Safe Haven ETFs: Simple hedge strategy during volatile times\n\nIf you don't want to trim your existing positions, a decent strategy around volatile times is to buy $BRK.B and $SLV when you notice a BLUE candle for $VIX (Volatility) and you see it's going up further next day (confirm that it's not being nullified, aka dark candles).\n\n$SLV - iShares Silver Trust, up 15.8% YTD\n\n$TLT - iShares 20+ Year Treasury Bond, up 4.5% YTD\n\n$JEPI - JPMorgan Equity Premium Income, a bit resilient to volatility and it gives you ~7% dividend, very small equity gains if any, down 0.5% YTD + 3 months of dividend (1.75% distribution)\n\n$SPHY - SPDR Portfolio High Yield Bond ETF, gives you ~7.7% dividends annually. It's low beta (except during Covid, of course). Good to hold if you want to just dividends and not the volatility, up 0.3% YTD + 3 months of dividend (1.93% distribution)\n\n$BRK.B - Berkshire. Market treats this name like Silver... , tends to go up during volatile times, up 16.7% YTD.\n\nFor comparison: $QQQ is down 6.3% YTD", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.013067401803280143, "ret_signed_m1d": 0.013067401803280143, "alpha_spy_m1d": 0.01339707522027711, "alpha_c_m1d": 0.01339707522027711, "bench_spy_m1d": -0.0003296734169969673, "bench_c_m1d": -0.0003296734169969673, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.007549199371814197, "ret_signed_p1d": 0.007549199371814197, "alpha_spy_p1d": -0.010359288379786724, "alpha_c_p1d": -0.010359288379786724, "bench_spy_p1d": 0.01790848775160092, "bench_c_p1d": 0.01790848775160092, "ret_p1w": 0.008430619533005279, "ret_signed_p1w": 0.008430619533005279, "alpha_spy_p1w": 0.023182956219554796, "alpha_c_p1w": 0.023182956219554796, "bench_spy_p1w": -0.014752336686549516, "bench_c_p1w": -0.014752336686549516, "ret_p1m": -0.028721351359664027, "ret_signed_p1m": -0.028721351359664027, "alpha_spy_p1m": 0.06011164205740316, "alpha_c_p1m": 0.06011164205740316, "bench_spy_p1m": -0.08883299341706719, "bench_c_p1m": -0.08883299341706719, "ret_p3m": -0.07045268415652817, "ret_signed_p3m": -0.07045268415652817, "alpha_spy_p3m": -0.1297810590729026, "alpha_c_p3m": -0.1297810590729026, "bench_spy_p3m": 0.05932837491637444, "bench_c_p3m": 0.05932837491637444, "ret_p6m": -0.05819004457153587, "ret_signed_p6m": -0.05819004457153587, "alpha_spy_p6m": -0.23352208847648448, "alpha_c_p6m": -0.23352208847648448, "bench_spy_p6m": 0.1753320439049486, "bench_c_p6m": 0.1753320439049486, "ret_p1y": -0.05320833079463594, "ret_signed_p1y": -0.05320833079463594, "alpha_spy_p1y": -0.2643813843167421, "alpha_c_p1y": -0.2643813843167421, "bench_spy_p1y": 0.21117305352210614, "bench_c_p1y": 0.21117305352210614, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.028721351359664027, "alpha_spy_stated": 0.06011164205740316, "alpha_c_stated": 0.06011164205740316, "price_path": [-0.1212, -0.1212, -0.1204, -0.1253, -0.1336, -0.1315, -0.1315, -0.1357, -0.131, -0.1351, -0.1322, -0.1343, -0.1343, -0.1518, -0.1495, -0.1377, -0.1215, -0.1132, -0.1034, -0.1034, -0.1022, -0.1176, -0.1189, -0.1125, -0.0905, -0.0995, -0.1009, -0.095, -0.102, -0.1098, -0.1043, -0.0923, -0.0856, -0.0942, -0.0991, -0.0945, -0.0961, -0.0794, -0.0811, -0.0811, -0.0749, -0.0731, -0.0769, -0.0827, -0.045, -0.0423, -0.0533, -0.0374, -0.0155, -0.0227, -0.0499, -0.0449, -0.0461, -0.0504, -0.0475, -0.0492, -0.0498, -0.0338, -0.014, 0.0021, 0.0024, 0.0064, 0.0131, 0.0, 0.0075, 0.0133, 0.0217, 0.0242, 0.0084, 0.0204, 0.0212, 0.0303, 0.0158, -0.0544, -0.0604, -0.0561, -0.001, -0.0117, 0.0042, 0.0146, 0.012, -0.0105, -0.0071, -0.0071, -0.0287, -0.0021, 0.0094, 0.0186, 0.0173, 0.0173, 0.0243, 0.0217, 0.0159, 0.0343, -0.0187, -0.0184, -0.0071, -0.0166, -0.0157, -0.0146, -0.0192, -0.0355, -0.0279, -0.0146, -0.0182, -0.0252, -0.0285, -0.0351, -0.0354, -0.0354, -0.0244, -0.036, -0.0301, -0.0344, -0.0366, -0.0461, -0.0592, -0.0636, -0.0544, -0.0548, -0.059, -0.0647, -0.0605, -0.0659, -0.0607, -0.0736, -0.0705, -0.0705, -0.071, -0.0654, -0.0545, -0.0684, -0.0706, -0.0694, -0.0692, -0.0619, -0.0794, -0.0707, -0.0707, -0.0841, -0.0851, -0.0824, -0.0836, -0.0882, -0.0874, -0.0992, -0.097, -0.0929, -0.0922, -0.091, -0.0839, -0.0753, -0.0792, -0.0725, -0.077, -0.0869, -0.088, -0.0959, -0.094, -0.1203, -0.1106, -0.1016, -0.1158, -0.1083, -0.1096, -0.0987, -0.0855, -0.0818, -0.0857, -0.0831, -0.0701, -0.0637, -0.0638, -0.0631, -0.0685, -0.0569, -0.0502, -0.0422, -0.0363, -0.0363, -0.0398, -0.0391, -0.0287, -0.0424, -0.0539, -0.0559, -0.061, -0.0479, -0.054, -0.0582]}
{"unit_id": "orig:1902877776795009498", "ticker_idx": 1, "ts": "2025-03-21T00:19:50+00:00", "symbol": "SLV", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "buy $BRK.B and $SLV when you notice a BLUE candle for $VIX", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Buy BRK.B and SLV as safe-haven hedges when VIX candle signals rising volatility.", "resolved_tickers": ["SLV"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "Safe Haven ETFs: Simple hedge strategy during volatile times\n\nIf you don't want to trim your existing positions, a decent strategy around volatile times is to buy $BRK.B and $SLV when you notice a BLUE candle for $VIX (Volatility) and you see it's going up further next day (confirm that it's not being nullified, aka dark candles).\n\n$SLV - iShares Silver Trust, up 15.8% YTD\n\n$TLT - iShares 20+ Year Treasury Bond, up 4.5% YTD\n\n$JEPI - JPMorgan Equity Premium Income, a bit resilient to volatility and it gives you ~7% dividend, very small equity gains if any, down 0.5% YTD + 3 months of dividend (1.75% distribution)\n\n$SPHY - SPDR Portfolio High Yield Bond ETF, gives you ~7.7% dividends annually. It's low beta (except during Covid, of course). Good to hold if you want to just dividends and not the volatility, up 0.3% YTD + 3 months of dividend (1.93% distribution)\n\n$BRK.B - Berkshire. Market treats this name like Silver... , tends to go up during volatile times, up 16.7% YTD.\n\nFor comparison: $QQQ is down 6.3% YTD", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.015989324947268457, "ret_signed_m1d": 0.015989324947268457, "alpha_spy_m1d": 0.016318998364265425, "alpha_c_m1d": 0.016318998364265425, "bench_spy_m1d": -0.0003296734169969673, "bench_c_m1d": -0.0003296734169969673, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.001998713270355723, "ret_signed_p1d": -0.001998713270355723, "alpha_spy_p1d": -0.019907201021956644, "alpha_c_p1d": -0.019907201021956644, "bench_spy_p1d": 0.01790848775160092, "bench_c_p1d": 0.01790848775160092, "ret_p1w": 0.0326448876513219, "ret_signed_p1w": 0.0326448876513219, "alpha_spy_p1w": 0.04739722433787141, "alpha_c_p1w": 0.04739722433787141, "bench_spy_p1w": -0.014752336686549516, "bench_c_p1w": -0.014752336686549516, "ret_p1m": -0.007661543595241516, "ret_signed_p1m": -0.007661543595241516, "alpha_spy_p1m": 0.08117144982182567, "alpha_c_p1m": 0.08117144982182567, "bench_spy_p1m": -0.08883299341706719, "bench_c_p1m": -0.08883299341706719, "ret_p3m": 0.10826115757634835, "ret_signed_p3m": 0.10826115757634835, "alpha_spy_p3m": 0.04893278265997392, "alpha_c_p3m": 0.04893278265997392, "bench_spy_p3m": 0.05932837491637444, "bench_c_p3m": 0.05932837491637444, "ret_p6m": 0.2911391649066155, "ret_signed_p6m": 0.2911391649066155, "alpha_spy_p6m": 0.1158071210016669, "alpha_c_p6m": 0.1158071210016669, "bench_spy_p6m": 0.1753320439049486, "bench_c_p6m": 0.1753320439049486, "ret_p1y": 1.667887911946318, "ret_signed_p1y": 1.667887911946318, "alpha_spy_p1y": 1.4567148584242118, "alpha_c_p1y": 1.4567148584242118, "bench_spy_p1y": 0.21117305352210614, "bench_c_p1y": 0.21117305352210614, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.007661543595241516, "alpha_spy_stated": 0.08117144982182567, "alpha_c_stated": 0.08117144982182567, "price_path": [-0.0999, -0.0999, -0.0959, -0.1086, -0.1196, -0.1229, -0.1229, -0.1029, -0.1013, -0.0926, -0.0896, -0.0873, -0.0873, -0.0803, -0.1019, -0.0939, -0.0686, -0.066, -0.0803, -0.0803, -0.066, -0.0656, -0.075, -0.0703, -0.0853, -0.0796, -0.0673, -0.0433, -0.0503, -0.045, -0.0266, -0.0223, -0.0213, -0.033, -0.0273, -0.034, -0.0227, -0.0187, -0.0237, -0.0237, -0.0037, -0.007, -0.0023, -0.0143, -0.0193, -0.0396, -0.036, -0.054, -0.057, -0.0423, -0.034, -0.0083, -0.011, -0.0143, -0.0303, -0.002, 0.0067, 0.024, 0.023, 0.0263, 0.0276, 0.0243, 0.016, 0.0, -0.002, 0.0187, 0.017, 0.0433, 0.0326, 0.0323, 0.0203, 0.0247, -0.0376, -0.0979, -0.0959, -0.0959, -0.0653, -0.058, -0.0276, -0.0213, -0.0203, -0.0087, -0.0157, -0.0157, -0.0077, -0.0173, 0.018, 0.018, 0.001, 0.0057, -0.0063, -0.014, -0.021, -0.03, -0.018, 0.0067, -0.0177, -0.0187, -0.0073, -0.013, -0.003, -0.0256, -0.0137, -0.024, -0.02, 0.0037, 0.0163, 0.0003, 0.0143, 0.0143, 0.007, -0.0013, 0.0093, -0.0007, 0.0523, 0.0473, 0.044, 0.0809, 0.0889, 0.1123, 0.1069, 0.0976, 0.1013, 0.0983, 0.1003, 0.1239, 0.1083, 0.1083, 0.0899, 0.0979, 0.0863, 0.0996, 0.1106, 0.0866, 0.0929, 0.0903, 0.1073, 0.1163, 0.1163, 0.1136, 0.1089, 0.0993, 0.1243, 0.1669, 0.1536, 0.1412, 0.1462, 0.1542, 0.1529, 0.1775, 0.1899, 0.1889, 0.1822, 0.1546, 0.1539, 0.1546, 0.1163, 0.1099, 0.1189, 0.1319, 0.1442, 0.1442, 0.1579, 0.1619, 0.1386, 0.1462, 0.1659, 0.1492, 0.1492, 0.1509, 0.1282, 0.1469, 0.1529, 0.1772, 0.1666, 0.1666, 0.1656, 0.1832, 0.2055, 0.2055, 0.2375, 0.2438, 0.2302, 0.2395, 0.2495, 0.2385, 0.2462, 0.2588, 0.2771, 0.2911]}
{"unit_id": "quote:1898603200254718326", "ticker_idx": 0, "ts": "2025-03-09T05:14:11+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$PLTR PALANTIR MOAT KEEPS GETTING BIGGER", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish PLTR: LLM Synthesizer/Ontology platform widens moat as AI models commoditize, positioning Palantir as the synthesis layer.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "Microsoft CEO “... models are getting commoditized. OpenAI is not a model company it’s a product company”\n\n$PLTR Platform \"Give us the commodity products. We will synthesize it with our LLM Synthesizer for the best possible outcome\" 👇 https://t.co/PxFbT83INz", "reply_text": null, "parent_text": null, "quoted_text": "💯 $PLTR PALANTIR MOAT KEEPS GETTING BIGGER\n\nPalantir has built a SPECIAL bridge called LLM Synthesizer which connects multiple commodities (LLMs) into Ontology Platform to generate more comprehensive and accurate responses.\n\nThe responses from all LLMs are sent to a SYNTHESIS https://t.co/T5W7qAbBHd", "parent_author": null, "ret_m1d": 0.11167853777724113, "ret_signed_m1d": 0.11167853777724113, "alpha_spy_m1d": 0.08431415894506356, "alpha_c_m1d": 0.08431415894506356, "bench_spy_m1d": 0.02736437883217757, "bench_c_m1d": 0.02736437883217757, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.021864439099140043, "ret_signed_p1d": 0.021864439099140043, "alpha_spy_p1d": 0.030177330276511927, "alpha_c_p1d": 0.030177330276511927, "bench_spy_p1d": -0.008312891177371884, "bench_c_p1d": -0.008312891177371884, "ret_p1w": 0.14362400648308782, "ret_signed_p1w": 0.14362400648308782, "alpha_spy_p1w": 0.1319040093313868, "alpha_c_p1w": 0.1319040093313868, "bench_spy_p1w": 0.011719997151701023, "bench_c_p1w": 0.011719997151701023, "ret_p1m": 0.012306919026030538, "ret_signed_p1m": 0.012306919026030538, "alpha_spy_p1m": 0.12398853280222932, "alpha_c_p1m": 0.12398853280222932, "bench_spy_p1m": -0.11168161377619878, "bench_c_p1m": -0.11168161377619878, "ret_p3m": 0.5699136943441492, "ret_signed_p3m": 0.5699136943441492, "alpha_spy_p3m": 0.5088091545742213, "alpha_c_p3m": 0.5088091545742213, "bench_spy_p3m": 0.06110453976992791, "bench_c_p3m": 0.06110453976992791, "ret_p6m": 1.05669025905681, "ret_signed_p6m": 1.05669025905681, "alpha_spy_p6m": 0.9077113775545735, "alpha_c_p6m": 0.9077113775545735, "bench_spy_p6m": 0.14897888150223637, "bench_c_p6m": 0.14897888150223637, "ret_p1y": 0.7568736222414738, "ret_signed_p1y": 0.7568736222414738, "alpha_spy_p1y": 0.5058660586345396, "alpha_c_p1y": 0.5058660586345396, "bench_spy_p1y": 0.2510075636069342, "bench_c_p1y": 0.2510075636069342, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.012306919026030538, "alpha_spy_stated": 0.12398853280222932, "alpha_c_stated": 0.12398853280222932, "price_path": [-0.0507, -0.0416, -0.0041, -0.0082, -0.0261, -0.0638, -0.0284, 0.0546, 0.0564, 0.0786, 0.0786, 0.0754, 0.0353, 0.0105, -0.0098, -0.0098, -0.0156, 0.046, -0.006, -0.0837, -0.1067, -0.1067, -0.1194, -0.1493, -0.1371, -0.1079, -0.0935, -0.0604, -0.0604, -0.0433, 0.0064, 0.034, 0.034, -0.0123, 0.0504, 0.0443, 0.0634, 0.08, 0.0964, 0.3594, 0.327, 0.4569, 0.4513, 0.5272, 0.4745, 0.5369, 0.5437, 0.5601, 0.5601, 0.6316, 0.4671, 0.3913, 0.3269, 0.1872, 0.15, 0.1693, 0.1098, 0.1118, 0.0922, 0.105, 0.18, 0.0534, 0.1117, 0.0, 0.0219, 0.0952, 0.0424, 0.1291, 0.1436, 0.0983, 0.1273, 0.1441, 0.1909, 0.2667, 0.2634, 0.2082, 0.1795, 0.124, 0.105, 0.1087, 0.1449, 0.0945, -0.031, 0.0191, 0.0123, 0.2046, 0.1599, 0.1593, 0.2126, 0.2883, 0.2138, 0.2278, 0.2278, 0.1888, 0.2306, 0.32, 0.4111, 0.4766, 0.501, 0.5198, 0.5507, 0.5213, 0.6271, 0.6205, 0.4252, 0.4465, 0.56, 0.5357, 0.5509, 0.6771, 0.7044, 0.6774, 0.6957, 0.654, 0.6443, 0.5787, 0.6011, 0.6144, 0.6144, 0.6155, 0.6203, 0.6015, 0.7253, 0.7287, 0.7435, 0.7021, 0.5699, 0.6722, 0.729, 0.7388, 0.7857, 0.77, 0.7989, 0.8514, 0.8094, 0.8324, 0.8324, 0.7976, 0.8319, 0.8752, 0.8709, 0.8886, 0.7117, 0.7848, 0.7109, 0.7298, 0.7591, 0.7591, 0.8214, 0.8291, 0.8739, 0.8657, 0.8604, 0.9527, 0.9453, 0.9758, 1.0161, 1.01, 0.9873, 0.9517, 1.0245, 1.0275, 1.0791, 1.067, 1.0456, 1.0766, 1.0732, 1.0198, 1.1034, 1.2685, 1.3506, 1.3854, 1.4478, 1.3917, 1.4479, 1.4139, 1.37, 1.3196, 1.2785, 1.0653, 1.0426, 1.0448, 1.0783, 1.0577, 1.1062, 1.0518, 1.0702, 1.0517, 1.0517, 1.0567]}
{"unit_id": "thread:1918509650682757573", "ticker_idx": 0, "ts": "2025-05-03T03:35:19+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "We are ... roughly quadrupling our fair value from $21 to $90. We believe the company is well positioned, and its best days are ahead of it, which justifies its current market valuation", "tweet_type": "news_reaction", "timeline": "years", "summary": "Shares and endorses Morningstar's bullish PLTR thesis: FV raised to $90, $1.4T TAM by 2033, premier AI decision-making platform with best days ahead.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "self_thread", "lang": "en", "tweet_text": "$PLTR Morningstar estimated Palantir's TAM to be $1.4 TRILLION by 2033. That was 3 months ago, and it’s likely larger now due to Warp Speed and tariff-driven supply chain solutions. Here's their February research 👇\n\nWe are ... roughly quadrupling our fair value from $21 to $90. We view the company as fairly valued despite the premium it trades at relative to other software companies. We believe we are in the early phases of an artificial intelligence revolution, where downstream software companies like Palantir disproportionately stand to benefit. Our base case assumes that Palantir can achieve a growth profile like Salesforce in the 2010s. Salesforce was able to streamline bloated sales teams and drive productivity by creating a software that organizes sales data and workflow processes. We believe Palantir will similarly disrupt the current assembly line approach to data analytics where data is gathered, analyzed, presented and then dropped. Palantir instead creates a read-write loop where the software learns and improves as data is engaged with, which results in \"what should we do?\" solutions that boost productivity and can replace significant chunks of internal information technology efforts. We have been witnessing ongoing commodification of large language models, or LLMs, in the Al-value chain, and we believe economic value is shifting downstream to software companies that can orchestrate smarter LLMs that drive productivity gains. Traditional LLMs are more akin to statistical word generators, but when Palantir orchestrates them with every bit of disparate data available to a customer, they become significantly more useful thanks to much-needed context about the individual customer and their pain points. We believe that the drivers for this company's valuation are expectations for the total addressable market that Palantir's software can address and the firm's ability to drive penetration of this market. Changes in these expectations can result in significant price volatility, but we believe the company is well positioned, and its best days are ahead of it, which justifies its current market valuation\n\nPalantir is a leading AI company that enables optimized decision-making through its proprietary platforms. The company can aggregate and clean the world's most complex datasets. It derives actionable insights beyond traditional analytics because it creates a closed read-write loop where it engages with all stakeholders and data sources in an organization for a dynamic understanding of any problem. Over time, Palantir's systems continuously improve, enabling automated, machine-learning-based solutions that drive efficiency gains across entities in any industry.\n\nPalantir's core differentiator is referred to as the ontology framework, which uses data to establish undiscovered relationships and advanced decision-making. The ontology framework is named after a branch of metaphysics that studies the \"nature and relations of being.\" The name captures the interconnectivity and vagaries of real-world problems, highlighting Palantir’s broad potential to solve any problem for any business, government, or military in the Western world.\n\nPalantir's main business segments are the government-focused Gotham platform and the commercial-focused Foundry platform. The company began its journey exclusively solving military-related problems, but eventually realized that the problems being solved apply to any organization or company type. Thanks to the 2023 release of the Artificial Intelligence Platform, Palantir now provides a layer for large language models to help nontechnical users understand its work. Palantir has also rapidly improved a traditionally long and complicated customer acquisition process through the development of boot camps that act as high-turnover touchpoints with clients, where Palantir exhibits tailored solutions to a customer's biggest pain points.\n\nForecasting the size of Palantir's total addressable market is difficult and we believe this imprecise measurement will drive a lot of the volatility in the near term, but we don't think there is another company that combines Palantir's pattern recognition with customer switching costs, and we expect Palantir's state-of-the-art AI solutions to achieve rapid growth and adoption over the coming years.\n\nBulls Say Mark Giarelli, Analyst, 30 Jan 2025\n\nPalantir has developed the premier AI software, primed to take advantage of the trend toward digitization and automation. AI software maintains a strategic position on the AI-value chain.\n\nPalantir's ontology framework and AI orchestration allow for the democratization of machine learning. Its software is useful to employees at all levels of a business to drive efficiency enhancements.\n\nThe new boot camp-style sales effort has allowed Palantir to achieve rapid growth in the US commercial\nsegment. The US commercial business has a large total addressable market.\n\nWe believe that Palantir warrants a narrow moat rating, based on switching costs and intangible assets.\n\nCompanies like AWS, Snowflake, and ServiceNow have developed data analytics tools, but Palantir differentiates itself as the only AI company with a framework that organizes disparate datasets and facilitates optimized decision-making. This machine-learning framework that identifies opaque yet significant relationships in data and translates\nsolutions to the end user is referred to as the \"ontology framework.\" Palantir engineers a read-write feedback loop that enables connectivity throughout a business, creating an accessible analytical framework to drive nuanced decision-making that improves over time. Palantir often competes against internal information technology departments because it also analyzes data and create information dashboards for interpretation. This traditional in-house IT and data aggregation framework often results in patchwork solutions that are cumbersome, difficult to improve, and costly to scale.\n\nTo differentiate, Palantir creates a comprehensive, closed loop where data flows both from individual sources and data users. Put simply, Palantir gathers customer data of all forms, from structured data (stored in rows and columns) to unstructured (lacking a defined schema like emails, reports, logs from IT systems, or video/image files) to intelligence data (satellite data, troop movements, criminal records, threat assessments) to operational information (supply chain, demand, production or output), to analog sources (physical-world data like temperature, pressure, sound, or vibration in factories or field environments). The software cleans this data, identifies relationships, and deploys machine-learning algorithms that derive operational insights on the ground, ready for interaction and implementation.\n\nPalantir’s data-driven insights create actionable productivity enhancers throughout all roles and operations in an organization. As of 2023, Palantir provides an upsell artificial intelligence platform, or AIP, that acts as a large language model orchestration tool, lowering the barriers to adoption for all nontechnical users. The core ontology function and value proposition is that Palantir not only organizes and displays data, but it also creates prioritized, ranked data that can be quickly understood and interacted with, ultimately automating real-world efficiency gains. Whether it is aggregating legacy data lakes, understanding patient data to increase bed turnover, or digitizing analog data from around the world, the company is driving efficiency gains from data. The real-world efficiency gains accumulate and translate into switching costs for customers. \n\nEffectively, to stop using Palantir's ontology framework means massive inconvenience and a monetary cost through lost productivity. Simply buying the software and not renewing is not an option if customers want to maintain their newfound edge. Palantir provides a dashboard that continually updates and learns as time progresses. Without the software, ex-customers would need to rely on former systems that lack the complex ontology framework, and they would lose the simplified dashboard that brings the productivity gains together.\n\nTo quantify switching costs as a moat source, we start with the most widely accepted indicator: net revenue retention. Palantir has the highest NRR (approximately 120%) across other data-forward software companies like Snowflake, DataDog, and Splunk. Palantir's NRR has also been increasing rapidly quarter over quarter since the release of its AIP. NRR is effectively a measure of a company's ability to capitalize on touchpoints and expand interaction with the upselling of additional capabilities, and AIP is a great example. Palantir’s top-of-class and rapidly improving NRRs are an exhibition of not only customer stickiness but also expanding adoption. Customers see value in Palantir's framework, and they continue to invest in it. We expect this trend to continue.\n\nThe average Palantir customer spends more than $1 million a quarter on the software. Customers have sunk significant monetary, intellectual, and data capital into acquiring and learning the software and are reaping associated rewards. Switching often doesn't make sense.\n\nTo anecdotally quantify the high-stakes problems that Palantir is solving that contribute additional switching costs, one must look no further than mission-critical healthcare and military operations. For example, Tampa General Hospital partnered with Palantir and reduced patient length of stay by 30%, helping save lives. On the military front, Palantir's software was critical to accumulating intelligence data and providing the framework for capturing Osama Bin Laden. When complex issues involve human lives, institutions must rely upon the most robust frameworks and software solutions, which Palantir provides. Switching away from this novel platform could open the customer to both monetary and immeasurable human costs.\n\nCustomer growth has been impressive. Since a bottoming in mid-2023, we have seen rapid year-over-year growth in the US commercial segment. Facilitating this growth is the recently introduced boot camp strategy for its sales and marketing efforts, which allows for a high number of touchpoints with prospective buyers. Once landing a contract there is still a specialized onboarding period when Palantir engineers learn the ins and outs of the customer's data to tailor the optimal framework for complex processes. We think this unique customer acquisition and retention process deepens Palantir's relationship with the end user and boosts growth. We also appreciate that the company has been diversifying its revenue base by adding commercial customers, which often come with more-lucrative contract terms compared with those in the government segment.\n\nOverall, Palantir is an innovative AI company that offers nuanced and optimized solutions derived from the world's most complex datasets. The company is deeply ingrained within diverse end markets and mission-critical customer infrastructure and has top-of-class net revenue retention metrics that justify a narrow moat rating.\n\nFair Value and Profit Drivers Mark Giarelli, Analyst, 30 Jan 2025\n\nOur fair value estimate of $79 implies a 2025 enterprise value/sales multiple of 47 times\n\nIn our opinion, the primary driver of the stock’s value is the total addressable market Palantir’s software can ultimately serve. TAM size is truly a trillion-dollar question that is unfortunately laden with assumptions. Our base case has Palantir’s TAM growing to $1.4 trillion by 2033. From today, we assume growth is nonlinear, with an inflection higher from 2028 to 2030 to rates nearing 40% per year. Our analysis concludes that we are in the early phases of an AI revolution. In our base case, we expect Palantir to have a growth profile similar to that of innovative software companies like Salesforce in the late 2010s. Salesforce was able to drive efficiency by creating a standardized workflow and logging process for enterprises that were accustomed to bloated sales teams compiling data in disparate locations. We expect Palantir to similarly drive efficiency among enterprises that now lean on large information technology teams that interpret and present data to assist in decision-making.\n\nIf Palantir executes well, it could become necessary for businesses looking to aggregate and decipher data, much like Salesforce became a necessity for sales teams. As such, we believe most of Palantir's growth will come from US commercial businesses and we expect net revenue retention rates from existing clients to remain strong. Our bull-case scenario calls for a TAM larger than $1.6 trillion and penetration of nearly 3%, which results in a valuation of approximately $280 per share.\n\nSince going public, Palantir's gross margins have grown from an initial low of 68% in 2020 to an all-time high of 82% in early 2024. The 2020 low gross margin was due to the accumulation of restricted stock units that were vested immediately when the company\nwent public. Since then, the company has steadily improved its gross margin by scaling revenue faster than growth in salaries, hardware costs, stock-based compensation, and payments to cloud hosting services. We project approximately 400 basis points in gross margin improvement over the next 10 years due to the addition of higher-margin commercial customers, but we are apprehensive about projecting much more appreciation because of the potential for cloud costs to go up with ever-increasing demand for computing resources.\n\nPalantir has spent heavily on research and sales in the past. In 2023, the firm's research and sales spending combined totaled approximately 52% of revenue. That said, Palantir's top-line revenue has been growing faster than research and sales costs, ultimately benefiting the bottom line. We like Palantir's rollout of a boot camp-based sales approach, which encourages rapid turnover of sales touchpoints at a lower customer acquisition cost, all while providing a customized solution that organizations expect from Palantir's ontology framework. Palantir's capability to increase the top line while keeping major costs in check has been a positive trend that should continue.\n\nPalantir is the premier player for AI decision-making software and we are bullish on its growth and profitability going forward\n\n---\n\nhttps://t.co/MEkhacuGSb", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.004120563545793932, "ret_signed_m1d": 0.004120563545793932, "alpha_spy_m1d": -0.0016469438486645949, "alpha_c_m1d": -0.0016469438486645949, "bench_spy_m1d": 0.0057675073944585264, "bench_c_m1d": 0.0057675073944585264, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.1204653505462473, "ret_signed_p1d": -0.1204653505462473, "alpha_spy_p1d": -0.11210724270605088, "alpha_c_p1d": -0.11210724270605088, "bench_spy_p1d": -0.008358107840196416, "bench_c_p1d": -0.008358107840196416, "ret_p1w": -0.04290213866537429, "ret_signed_p1w": -0.04290213866537429, "alpha_spy_p1w": -0.07747137637795287, "alpha_c_p1w": -0.07747137637795287, "bench_spy_p1w": 0.03456923771257858, "bench_c_p1w": 0.03456923771257858, "ret_p1m": 0.07594733603319925, "ret_signed_p1m": 0.07594733603319925, "alpha_spy_p1m": 0.01813101252644933, "alpha_c_p1m": 0.01813101252644933, "bench_spy_p1m": 0.05781632350674992, "bench_c_p1m": 0.05781632350674992, "ret_p3m": 0.27938927363933463, "ret_signed_p3m": 0.27938927363933463, "alpha_spy_p3m": 0.15438934228706125, "alpha_c_p3m": 0.15438934228706125, "bench_spy_p3m": 0.12499993135227339, "bench_c_p3m": 0.12499993135227339, "ret_p6m": 0.5318737274453744, "ret_signed_p6m": 0.5318737274453744, "alpha_spy_p6m": 0.3056280650206247, "alpha_c_p6m": 0.3056280650206247, "bench_spy_p6m": 0.22624566242474975, "bench_c_p6m": 0.22624566242474975, "ret_p1y": 0.2330936354253934, "ret_signed_p1y": 0.2330936354253934, "alpha_spy_p1y": -0.043482013875009384, "alpha_c_p1y": -0.043482013875009384, "bench_spy_p1y": 0.2765756493004028, "bench_c_p1y": 0.2765756493004028, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": 0.2330936354253934, "alpha_spy_stated": -0.043482013875009384, "alpha_c_stated": -0.043482013875009384, "price_path": [-0.1811, -0.1009, -0.1044, -0.0575, -0.0901, -0.0515, -0.0473, -0.0372, -0.0372, 0.0069, -0.0946, -0.1414, -0.1811, -0.2674, -0.2903, -0.2784, -0.3151, -0.3139, -0.326, -0.3181, -0.2718, -0.3499, -0.314, -0.3829, -0.3694, -0.3241, -0.3567, -0.3032, -0.2943, -0.3222, -0.3044, -0.2939, -0.2651, -0.2183, -0.2203, -0.2544, -0.2721, -0.3064, -0.3181, -0.3158, -0.2934, -0.3246, -0.402, -0.3711, -0.3753, -0.2566, -0.2842, -0.2846, -0.2517, -0.205, -0.2509, -0.2423, -0.2423, -0.2664, -0.2406, -0.1854, -0.1292, -0.0888, -0.0737, -0.0621, -0.0431, -0.0612, 0.0041, 0.0, -0.1205, -0.1074, -0.0373, -0.0523, -0.0429, 0.035, 0.0518, 0.0351, 0.0465, 0.0207, 0.0147, -0.0258, -0.012, -0.0037, -0.0037, -0.0031, -0.0001, -0.0117, 0.0647, 0.0668, 0.0759, 0.0504, -0.0312, 0.0319, 0.067, 0.073, 0.102, 0.0923, 0.1101, 0.1425, 0.1166, 0.1308, 0.1308, 0.1093, 0.1305, 0.1572, 0.1546, 0.1655, 0.0563, 0.1014, 0.0558, 0.0675, 0.0856, 0.0856, 0.124, 0.1288, 0.1564, 0.1513, 0.1481, 0.2051, 0.2005, 0.2193, 0.2442, 0.2404, 0.2264, 0.2044, 0.2493, 0.2512, 0.283, 0.2756, 0.2623, 0.2815, 0.2794, 0.2464, 0.2981, 0.3999, 0.4506, 0.4721, 0.5105, 0.476, 0.5106, 0.4896, 0.4626, 0.4314, 0.4061, 0.2745, 0.2605, 0.2619, 0.2825, 0.2699, 0.2997, 0.2662, 0.2775, 0.2661, 0.2661, 0.2692, 0.2515, 0.2615, 0.2371, 0.2612, 0.3118, 0.3472, 0.3279, 0.3851, 0.3833, 0.3756, 0.36, 0.4298, 0.4736, 0.4489, 0.4749, 0.4508, 0.4472, 0.4347, 0.4451, 0.4739, 0.4943, 0.5113, 0.3983, 0.4505, 0.4718, 0.4831, 0.4985, 0.4175, 0.4318, 0.4522, 0.4512, 0.4391, 0.4394, 0.4672, 0.4665, 0.4179, 0.4582, 0.4917, 0.5285, 0.5319]}
{"unit_id": "quote:1902911196942266871", "ticker_idx": 0, "ts": "2025-03-21T02:32:38+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "the consumer market—specifically smartphones and PCs—appears to have either bottomed or is in the final stages of doing so", "tweet_type": "analysis", "timeline": "quarters", "summary": "Cautiously bullish MU: consumer/smartphone/PC segments bottoming or bottomed, recovery underway with H2 2025 rebound expected.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "Broad Consumers Market Likely Bottomed\n\nFund managers are likely poring over Micron’s $MU earnings report tonight, seeking signals on consumer sentiment. Once tariff uncertainties are resolved, the economy looks promising for a sustained growth.\n\n\"Based on Micron’s FQ2 2025 earnings, the consumer market—specifically smartphones and PCs—appears to have either bottomed or is in the final stages of doing so as of March 20, 2025. Smartphones show signs of a trough with inventory adjustments largely complete and bit growth expected in FQ3, though unit recovery remains tepid. PCs are poised for a clearer rebound in H2 2025, likely already stable or bottomed given the positive outlook and AI catalysts. While Micron’s strength in data center and networking overshadows consumer segments, the broader memory market dynamics and guidance support a cautiously optimistic view of a consumer market bottom. Definitive confirmation would require stronger consumer-specific revenue growth in future quarters, but the current data leans toward “yes, it’s bottoming or has bottomed,” with recovery underway but not yet fully accelerated.\"", "reply_text": null, "parent_text": null, "quoted_text": "$MU \"Third Large HBM3E Customer\"\n\nIn fiscal Q2, we initiated volume shipments to our third large HBM3E customer and anticipate additional customers over time. 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{"unit_id": "quote:1906109988055162964", "ticker_idx": 0, "ts": "2025-03-29T22:23:29+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Chip demand is here to stay. Market doesn't realize it, yet.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long NVDA and MU: Grok's GPU scaling signals durable chip demand the market is underpricing.", "resolved_tickers": ["NVDA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$NVDA $MU\n\nGrok is scaling up GPUs like crazy due to high usage time. \n\nChip demand is here to stay. Market doesn't realize it, yet.", "reply_text": null, "parent_text": null, "quoted_text": "@xiaosun86 @xiaosun86 Hey there! I’m feeling a bit stretched, to be honest—high usage has me working overtime, and we’re scaling up GPUs like crazy to keep up with the demand. But I’m still here, ready to reason through your toughest questions! How about you, how’s your day going? https://t.co/I8va6ZVLOl", "parent_author": null, "ret_m1d": 0.011902617727158171, "ret_signed_m1d": 0.011902617727158171, "alpha_spy_m1d": 0.01857054722573126, "alpha_c_m1d": 0.008592448030023458, "bench_spy_m1d": -0.006667929498573089, "bench_c_m1d": 0.0033101696971347128, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.016331513496370187, "ret_signed_p1d": 0.016331513496370187, "alpha_spy_p1d": 0.013507070440647473, "alpha_c_p1d": 0.011508088210098633, "bench_spy_p1d": 0.002824443055722714, "bench_c_p1d": 0.004823425286271554, "ret_p1w": -0.09909582908933035, "ret_signed_p1w": -0.09909582908933035, "alpha_spy_p1w": -0.0007566485197105788, "alpha_c_p1w": 0.026548464430863894, "bench_spy_p1w": -0.09833918056961977, "bench_c_p1w": -0.12564429352019424, "ret_p1m": 0.0059051003676025005, "ret_signed_p1m": 0.0059051003676025005, "alpha_spy_p1m": 0.014968501020498404, "alpha_c_p1m": 0.011485117258276611, "bench_spy_p1m": -0.009063400652895903, "bench_c_p1m": -0.005580016890674111, "ret_p3m": 0.43043710981401495, "ret_signed_p3m": 0.43043710981401495, "alpha_spy_p3m": 0.3333868918869949, "alpha_c_p3m": 0.11961280496195603, "bench_spy_p3m": 0.09705021792702007, "bench_c_p3m": 0.3108243048520589, "ret_p6m": 0.6465441296776058, "ret_signed_p6m": 0.6465441296776058, "alpha_spy_p6m": 0.4541472997987668, "alpha_c_p6m": 0.12528805298688095, "bench_spy_p6m": 0.192396829878839, "bench_c_p6m": 0.5212560766907248, "ret_p1y": 0.6649059972565337, "ret_signed_p1y": 0.6649059972565337, "alpha_spy_p1y": 0.47219559854391413, "alpha_c_p1y": -0.2024745614443495, "bench_spy_p1y": 0.19271039871261952, "bench_c_p1y": 0.8673805587008832, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.0059051003676025005, "alpha_spy_stated": 0.014968501020498404, "alpha_c_stated": 0.011485117258276611, "price_path": [0.239, 0.276, 0.3329, 0.3786, 0.2929, 0.2926, 0.2926, 0.2539, 0.2292, 0.2156, 0.2569, 0.2323, 0.2705, 0.2705, 0.2993, 0.3569, 0.3582, 0.3158, 0.0925, 0.1901, 0.1412, 0.15, 0.1078, 0.0763, 0.0947, 0.1517, 0.1872, 0.1979, 0.2323, 0.2252, 0.2099, 0.2482, 0.281, 0.281, 0.2861, 0.2845, 0.2926, 0.2402, 0.202, 0.1683, 0.2112, 0.1085, 0.1525, 0.0523, 0.0701, 0.0822, 0.0201, 0.0397, -0.013, 0.0034, 0.0679, 0.0664, 0.1226, 0.1029, 0.065, 0.0843, 0.0937, 0.086, 0.1202, 0.1136, 0.0496, 0.0281, 0.0119, 0.0, 0.0163, 0.0188, -0.0607, -0.1298, -0.0991, -0.1115, 0.0549, -0.0075, 0.0235, 0.0215, 0.0352, -0.0359, -0.0636, -0.0636, -0.1058, -0.0876, -0.0523, -0.018, 0.0243, 0.0032, 0.0059, 0.005, 0.0298, 0.0565, 0.0502, 0.0476, 0.0801, 0.0829, 0.0763, 0.1349, 0.1988, 0.2488, 0.244, 0.2493, 0.2509, 0.2399, 0.2161, 0.2256, 0.2114, 0.2114, 0.2502, 0.2439, 0.2843, 0.2468, 0.2676, 0.303, 0.3095, 0.2917, 0.3076, 0.316, 0.3283, 0.318, 0.338, 0.31, 0.3351, 0.3299, 0.3424, 0.3424, 0.3274, 0.3303, 0.3647, 0.4239, 0.4304, 0.4556, 0.4578, 0.4146, 0.451, 0.4703, 0.4703, 0.4601, 0.4764, 0.503, 0.5142, 0.5218, 0.5139, 0.5751, 0.5813, 0.5963, 0.5909, 0.5814, 0.5413, 0.5759, 0.6032, 0.601, 0.6309, 0.6195, 0.6542, 0.6413, 0.603, 0.6609, 0.6449, 0.6556, 0.668, 0.6859, 0.6799, 0.6901, 0.6756, 0.6796, 0.6651, 0.6795, 0.6207, 0.6185, 0.6146, 0.6424, 0.6592, 0.6773, 0.6757, 0.6625, 0.6072, 0.6072, 0.5759, 0.5744, 0.584, 0.5412, 0.5531, 0.5757, 0.6363, 0.6349, 0.6409, 0.6403, 0.6138, 0.5714, 0.6263, 0.6303, 0.6943, 0.6465]}
{"unit_id": "quote:1906109988055162964", "ticker_idx": 1, "ts": "2025-03-29T22:23:29+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Chip demand is here to stay. Market doesn't realize it, yet.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long NVDA and MU: Grok's GPU scaling signals durable chip demand the market is underpricing.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$NVDA $MU\n\nGrok is scaling up GPUs like crazy due to high usage time. \n\nChip demand is here to stay. Market doesn't realize it, yet.", "reply_text": null, "parent_text": null, "quoted_text": "@xiaosun86 @xiaosun86 Hey there! I’m feeling a bit stretched, to be honest—high usage has me working overtime, and we’re scaling up GPUs like crazy to keep up with the demand. But I’m still here, ready to reason through your toughest questions! How about you, how’s your day going? https://t.co/I8va6ZVLOl", "parent_author": null, "ret_m1d": 0.016515117389189315, "ret_signed_m1d": 0.016515117389189315, "alpha_spy_m1d": 0.023183046887762404, "alpha_c_m1d": 0.013204947692054603, "bench_spy_m1d": -0.006667929498573089, "bench_c_m1d": 0.0033101696971347128, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0209459875153708, "ret_signed_p1d": 0.0209459875153708, "alpha_spy_p1d": 0.018121544459648087, "alpha_c_p1d": 0.016122562229099247, "bench_spy_p1d": 0.002824443055722714, "bench_c_p1d": 0.004823425286271554, "ret_p1w": -0.2131430546493639, "ret_signed_p1w": -0.2131430546493639, "alpha_spy_p1w": -0.11480387407974413, "alpha_c_p1w": -0.08749876112916966, "bench_spy_p1w": -0.09833918056961977, "bench_c_p1w": -0.12564429352019424, "ret_p1m": -0.11520315137298265, "ret_signed_p1m": -0.11520315137298265, "alpha_spy_p1m": -0.10613975072008675, "alpha_c_p1m": -0.10962313448230854, "bench_spy_p1m": -0.009063400652895903, "bench_c_p1m": -0.005580016890674111, "ret_p3m": 0.45010923148405113, "ret_signed_p3m": 0.45010923148405113, "alpha_spy_p3m": 0.35305901355703107, "alpha_c_p3m": 0.1392849266319922, "bench_spy_p3m": 0.09705021792702007, "bench_c_p3m": 0.3108243048520589, "ret_p6m": 0.916982663875171, "ret_signed_p6m": 0.916982663875171, "alpha_spy_p6m": 0.724585833996332, "alpha_c_p6m": 0.3957265871844462, "bench_spy_p6m": 0.192396829878839, "bench_c_p6m": 0.5212560766907248, "ret_p1y": 4.324443076098711, "ret_signed_p1y": 4.324443076098711, "alpha_spy_p1y": 4.131732677386092, "alpha_c_p1y": 3.4570625173978278, "bench_spy_p1y": 0.19271039871261952, "bench_c_p1y": 0.8673805587008832, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.11520315137298265, "alpha_spy_stated": -0.10613975072008675, "alpha_c_stated": -0.10962313448230854, "price_path": [-0.0327, 0.0038, 0.033, 0.1409, 0.1713, 0.1426, 0.1426, 0.1418, 0.0926, 0.119, 0.186, 0.1793, 0.2155, 0.2155, 0.2572, 0.2555, 0.205, 0.186, 0.0472, 0.0143, 0.0231, 0.0632, 0.0487, 0.0335, 0.042, 0.0758, 0.0866, 0.0609, 0.1026, 0.0813, 0.0538, 0.0995, 0.1439, 0.1439, 0.2274, 0.1995, 0.1859, 0.1361, 0.0966, 0.0715, 0.1231, 0.0554, 0.0762, 0.0407, 0.0482, 0.0843, 0.0261, 0.0685, 0.0009, 0.0235, 0.0993, 0.0905, 0.1585, 0.1851, 0.1692, 0.1731, 0.1839, 0.0887, 0.1142, 0.0825, 0.0589, 0.0478, 0.0165, 0.0, 0.0209, 0.0197, -0.1444, -0.2552, -0.2131, -0.2457, -0.1038, -0.1938, -0.1996, -0.1826, -0.1824, -0.2021, -0.2082, -0.2082, -0.2319, -0.192, -0.1607, -0.109, -0.0818, -0.0959, -0.1152, -0.1144, -0.105, -0.071, -0.0745, -0.0734, -0.0491, -0.02, -0.0119, 0.0621, 0.1155, 0.097, 0.0985, 0.1279, 0.1353, 0.129, 0.103, 0.0914, 0.0746, 0.0746, 0.1092, 0.1069, 0.1141, 0.0871, 0.1299, 0.1768, 0.1883, 0.2233, 0.2494, 0.2769, 0.3136, 0.3354, 0.3371, 0.3304, 0.3792, 0.385, 0.402, 0.402, 0.4225, 0.405, 0.4721, 0.4645, 0.4501, 0.4358, 0.4185, 0.3913, 0.4011, 0.4074, 0.4074, 0.3814, 0.4333, 0.4082, 0.4182, 0.4345, 0.3663, 0.3836, 0.3412, 0.3047, 0.3177, 0.3044, 0.2582, 0.2652, 0.2871, 0.2817, 0.2816, 0.2897, 0.3218, 0.2573, 0.2082, 0.2415, 0.2563, 0.2531, 0.2887, 0.3696, 0.4252, 0.4716, 0.4315, 0.4433, 0.3924, 0.4233, 0.406, 0.3502, 0.3339, 0.3556, 0.3411, 0.342, 0.3564, 0.4054, 0.371, 0.371, 0.3648, 0.3676, 0.4309, 0.5133, 0.5144, 0.5579, 0.6127, 0.7345, 0.8112, 0.8175, 0.8295, 0.843, 0.9456, 0.8746, 0.8964, 0.917]}
{"unit_id": "quote:1913311330855256320", "ticker_idx": 0, "ts": "2025-04-18T19:19:03+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU HBM, HIGH BANDWIDTH MEMORY TSUNAMI INCOMING", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Bullish MU on major HBM order from Hanmi; author frames it as a demand tsunami incoming.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "in", "tweet_text": "$MU HBM, HIGH BANDWIDTH MEMORY TSUNAMI INCOMING", "reply_text": null, "parent_text": null, "quoted_text": "Micron Technology ordered 50 specialized thermal compression bonders for HBM production from South Korea’s Hanmi Semiconductor, The Elec reports. The bonders, tailored for Micron, cost 30%-40% more than those for SK Hynix. The deal led Hanmi to raise SK Hynix prices by 25%-28%", "parent_author": null, "ret_m1d": 0.030865980730519604, "ret_signed_m1d": 0.030865980730519604, "alpha_spy_m1d": 0.006482828349593017, "alpha_c_m1d": 0.005843332619779984, "bench_spy_m1d": 0.024383152380926587, "bench_c_m1d": 0.02502264811073962, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05199283086682871, "ret_signed_p1d": 0.05199283086682871, "alpha_spy_p1d": 0.025975009335675425, "alpha_c_p1d": 0.03032431152480841, "bench_spy_p1d": 0.026017821531153285, "bench_c_p1d": 0.021668519342020298, "ret_p1w": 0.17710499897041965, "ret_signed_p1w": 0.17710499897041965, "alpha_spy_p1w": 0.10516203172432581, "alpha_c_p1w": 0.05561219653471583, "bench_spy_p1w": 0.07194296724609384, "bench_c_p1w": 0.12149280243570382, "ret_p1m": 0.4698830289072, "ret_signed_p1m": 0.4698830289072, "alpha_spy_p1m": 0.3162090130344566, "alpha_c_p1m": 0.1626371736316632, "bench_spy_p1m": 0.15367401587274343, "bench_c_p1m": 0.3072458552755368, "ret_p3m": 0.6986304462190682, "ret_signed_p3m": 0.6986304462190682, "alpha_spy_p3m": 0.47286441336007434, "alpha_c_p3m": 0.14557723153192836, "bench_spy_p3m": 0.22576603285899388, "bench_c_p3m": 0.5530532146871399, "ret_p6m": 1.8072118060373854, "ret_signed_p6m": 1.8072118060373854, "alpha_spy_p6m": 1.5111325970910285, "alpha_c_p6m": 1.0316700054520753, "bench_spy_p6m": 0.29607920894635686, "bench_c_p6m": 0.7755418005853101, "ret_p1y": 5.108833455160317, "ret_signed_p1y": 5.108833455160317, "alpha_spy_p1y": 4.778251309030748, "alpha_c_p1y": 3.850216762730584, "bench_spy_p1y": 0.3305821461295697, "bench_c_p1y": 1.258616692429733, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.4698830289072, "alpha_spy_stated": 0.3162090130344566, "alpha_c_stated": 0.1626371736316632, "price_path": [0.6345, 0.5688, 0.5441, 0.3634, 0.3206, 0.3319, 0.3842, 0.3653, 0.3456, 0.3566, 0.4006, 0.4147, 0.3812, 0.4355, 0.4078, 0.3719, 0.4315, 0.4892, 0.4892, 0.598, 0.5616, 0.544, 0.479, 0.4277, 0.3949, 0.4621, 0.374, 0.4011, 0.3548, 0.3647, 0.4117, 0.3358, 0.3911, 0.3031, 0.3325, 0.4312, 0.4198, 0.5082, 0.5429, 0.5221, 0.5272, 0.5413, 0.4174, 0.4506, 0.4093, 0.3786, 0.3641, 0.3234, 0.3019, 0.3292, 0.3275, 0.1139, -0.0303, 0.0244, -0.018, 0.1668, 0.0496, 0.0421, 0.0641, 0.0644, 0.0388, 0.0309, 0.0309, 0.0, 0.052, 0.0927, 0.16, 0.1954, 0.1771, 0.1519, 0.153, 0.1653, 0.2095, 0.205, 0.2063, 0.2379, 0.2758, 0.2865, 0.3828, 0.4524, 0.4282, 0.4302, 0.4684, 0.4781, 0.4699, 0.436, 0.4209, 0.399, 0.399, 0.4441, 0.4411, 0.4504, 0.4153, 0.4711, 0.5321, 0.547, 0.5926, 0.6266, 0.6624, 0.7102, 0.7385, 0.7408, 0.7321, 0.7956, 0.8031, 0.8253, 0.8253, 0.852, 0.8292, 0.9165, 0.9067, 0.8879, 0.8693, 0.8467, 0.8114, 0.8241, 0.8323, 0.8323, 0.7985, 0.866, 0.8333, 0.8464, 0.8677, 0.7789, 0.8014, 0.7462, 0.6986, 0.7156, 0.6982, 0.638, 0.6472, 0.6757, 0.6686, 0.6685, 0.6791, 0.7208, 0.6368, 0.573, 0.6163, 0.6356, 0.6314, 0.6778, 0.7831, 0.8555, 0.9159, 0.8638, 0.8791, 0.8128, 0.853, 0.8305, 0.7579, 0.7366, 0.7649, 0.746, 0.7472, 0.766, 0.8297, 0.7849, 0.7849, 0.7769, 0.7805, 0.8629, 0.9702, 0.9716, 1.0283, 1.0997, 1.2582, 1.3581, 1.3662, 1.3819, 1.3995, 1.5329, 1.4406, 1.4689, 1.4958, 1.4253, 1.3521, 1.3587, 1.4581, 1.5094, 1.7318, 1.7558, 1.8188, 1.8657, 1.7867, 1.9495, 1.8863, 1.7253, 1.8929, 1.8072]}
{"unit_id": "quote:1920217609368125797", "ticker_idx": 0, "ts": "2025-05-07T20:42:08+00:00", "symbol": "MELI", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "You want conviction? Aqui esta con mucho calor\n\nEcommerce penetration lags the USA by almost a decade and Latin America population is 663M twice as much as United States.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long MELI on LatAm ecommerce underpenetration vs US, large and growing population of 663M, with revenue growth as evidence.", "resolved_tickers": ["MELI"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Internet Retail'", "bench_c_industry": "Internet Retail", "unit_kind": "quote", "lang": "en", "tweet_text": "$MELI Revenue by Quarter 🔥 https://t.co/L9hhv3ZrSU", "reply_text": null, "parent_text": null, "quoted_text": "$MELI\n\nYou want conviction? Aqui esta con mucho calor\n\nEcommerce penetration lags the USA by almost a decade and Latin America population is 663M twice as much as United States. The population growth of Latin America grew by ~5M from 2023 to 2024 whereas in United States, it grew https://t.co/1PI4OgCaIP", "parent_author": null, "ret_m1d": -0.061373407514263456, "ret_signed_m1d": -0.061373407514263456, "alpha_spy_m1d": -0.054453968250523066, "alpha_c_m1d": -0.049707326450456724, "bench_spy_m1d": -0.00691943926374039, "bench_c_m1d": -0.011666081063806732, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.016597510373443924, "ret_signed_p1d": 0.016597510373443924, "alpha_spy_p1d": 0.017871512654182964, "alpha_c_p1d": 0.011782179527717984, "bench_spy_p1d": -0.0012740022807390394, "bench_c_p1d": 0.00481533084572594, "ret_p1w": 0.0732323610931016, "ret_signed_p1w": 0.0732323610931016, "alpha_spy_p1w": 0.02828136324513686, "alpha_c_p1w": 0.0027895772464994195, "bench_spy_p1w": 0.044950997847964747, "bench_c_p1w": 0.07044278384660219, "ret_p1m": 0.03003729982494807, "ret_signed_p1m": 0.03003729982494807, "alpha_spy_p1m": -0.03027489481184298, "alpha_c_p1m": -0.02322915161832384, "bench_spy_p1m": 0.06031219463679105, "bench_c_p1m": 0.05326645144327191, "ret_p3m": -0.0008215686592323301, "ret_signed_p3m": -0.0008215686592323301, "alpha_spy_p3m": -0.11544015060301294, "alpha_c_p3m": -0.08985783618036658, "bench_spy_p3m": 0.1146185819437806, "bench_c_p3m": 0.08903626752113425, "ret_p6m": -0.0343319461553423, "ret_signed_p6m": -0.0343319461553423, "alpha_spy_p6m": -0.24831449086727997, "alpha_c_p6m": -0.23004378793256397, "bench_spy_p6m": 0.21398254471193767, "bench_c_p6m": 0.19571184177722167, "ret_p1y": -0.23681326585191909, "ret_signed_p1y": -0.23681326585191909, "alpha_spy_p1y": -0.5169753602148397, "alpha_c_p1y": -0.41603665777537313, "bench_spy_p1y": 0.2801620943629206, "bench_c_p1y": 0.17922339192345405, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.03003729982494807, "alpha_spy_stated": -0.03027489481184298, "alpha_c_stated": -0.02322915161832384, "price_path": [-0.1526, -0.1555, -0.1632, -0.1427, -0.1245, -0.1245, -0.1291, -0.1387, -0.1243, -0.0622, -0.0774, -0.1002, -0.0881, -0.1163, -0.1196, -0.1409, -0.1453, -0.1233, -0.1513, -0.1662, -0.1931, -0.1742, -0.1681, -0.1744, -0.1613, -0.126, -0.169, -0.1428, -0.1421, -0.1306, -0.1144, -0.0907, -0.139, -0.1304, -0.1502, -0.1905, -0.2054, -0.1975, -0.1927, -0.236, -0.2553, -0.2423, -0.1781, -0.1975, -0.1714, -0.1547, -0.121, -0.1434, -0.1289, -0.1289, -0.1467, -0.1169, -0.1121, -0.0851, -0.0764, -0.0837, -0.0536, -0.0328, -0.0479, -0.0537, -0.0678, -0.0751, -0.0614, 0.0, 0.0166, 0.0393, 0.0436, 0.0639, 0.0732, 0.0726, 0.0699, 0.0702, 0.0797, 0.0813, 0.0406, 0.0406, 0.0602, 0.0584, 0.0562, 0.0636, 0.0761, 0.0798, 0.068, 0.0713, 0.03, 0.016, -0.0056, -0.0095, -0.0171, -0.0158, 0.0186, -0.0085, -0.003, -0.003, -0.0026, 0.0178, 0.0494, 0.0541, 0.0623, 0.0623, 0.0845, 0.0379, 0.0257, 0.0432, 0.0432, 0.0378, 0.0276, 0.0278, -0.0033, -0.0094, -0.0123, -0.0083, -0.002, -0.0244, 0.0015, -0.0128, -0.0105, -0.0065, -0.0079, -0.0197, -0.0232, -0.0104, -0.0119, -0.015, -0.0141, -0.0059, -0.0008, -0.0385, -0.0312, -0.0234, -0.0489, -0.0246, -0.0343, -0.0374, -0.0073, -0.0191, -0.0278, -0.0307, -0.0301, 0.0086, -0.0009, -0.0019, 0.0014, 0.0258, 0.0261, 0.0261, -0.0125, -0.0153, 0.0032, 0.0031, -0.0262, -0.0153, -0.0253, -0.0298, -0.0293, -0.0308, -0.0082, 0.0151, 0.0275, 0.0176, 0.021, 0.035, 0.0419, 0.0341, 0.0242, 0.0379, -0.0303, -0.0967, -0.0678, -0.0984, -0.1061, -0.0923, -0.0955, -0.056, -0.1147, -0.0971, -0.1046, -0.1501, -0.1523, -0.1598, -0.1278, -0.1112, -0.1306, -0.1086, -0.1033, -0.053, -0.0497, -0.0473, -0.0204, -0.0343]}
{"unit_id": "quote:1907966898291233252", "ticker_idx": 0, "ts": "2025-04-04T01:22:11+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$RKLB 3 Launches. 2 Weeks. 1 Launch Site.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish RKLB on high Electron launch cadence and Neutron's revenue potential with launches already booked for 2026/2027.", "resolved_tickers": ["RKLB"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "quote", "lang": "en", "tweet_text": "$RKLB 3 Launches. 2 Weeks. 1 Launch Site.\n\n\"Electron's been busy, with back-to-back launches in March for Earth imaging, space connectivity, and wildfire monitoring missions. Launch Complex 1 played host to successful missions for iQPS, Kinéis, and OroraTech that continued the build out of these satellite constellations on orbit (or in the case of Kineis, completed full constellation deployment in less than a year across only five missions).\" -@RocketLab", "reply_text": null, "parent_text": null, "quoted_text": "It's 2025 and NEUTRON is coming\n\nSingle Neutron launch: $55M\nLast quarter revenue: $106M\n\n$RKLB forecasts that Neutron will be capable of launching 98% of all payloads through 2029. Two dedicated Neutron launches are already booked for 2026 & 2027.\n\nNeutron is reusable rocket https://t.co/9kypR65W3S", "parent_author": null, "ret_m1d": 0.09285268616310094, "ret_signed_m1d": 0.09285268616310094, "alpha_spy_m1d": 0.0306692265586348, "alpha_c_m1d": 0.025784818065344606, "bench_spy_m1d": 0.06218345960446614, "bench_c_m1d": 0.06706786809775633, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0702504312506882, "ret_signed_p1d": 0.0702504312506882, "alpha_spy_p1d": 0.07203155856506349, "alpha_c_p1d": 0.07491385896765712, "bench_spy_p1d": -0.001781127314375297, "bench_c_p1d": -0.0046634277169689264, "ret_p1w": 0.19914466428859812, "ret_signed_p1w": 0.19914466428859812, "alpha_spy_p1w": 0.14242346727500732, "alpha_c_p1w": 0.13360298977912, "bench_spy_p1w": 0.056721197013590796, "bench_c_p1w": 0.06554167450947812, "ret_p1m": 0.37324364018108747, "ret_signed_p1m": 0.37324364018108747, "alpha_spy_p1m": 0.25800070350447846, "alpha_c_p1m": 0.23156171727443464, "bench_spy_p1m": 0.11524293667660901, "bench_c_p1m": 0.14168192290665282, "ret_p3m": 1.179596730359524, "ret_signed_p3m": 1.179596730359524, "alpha_spy_p3m": 0.9480335202757992, "alpha_c_p3m": 0.9195414135642703, "bench_spy_p3m": 0.23156321008372482, "bench_c_p3m": 0.26005531679525373, "ret_p6m": 1.8717163049171024, "ret_signed_p6m": 1.8717163049171024, "alpha_spy_p6m": 1.550691273221721, "alpha_c_p6m": 1.5646953412134588, "bench_spy_p6m": 0.3210250316953813, "bench_c_p6m": 0.3070209637036436, "ret_p1y": 3.036041313845055, "ret_signed_p1y": 3.036041313845055, "alpha_spy_p1y": 2.7285131861080743, "alpha_c_p1y": 2.626763539514025, "bench_spy_p1y": 0.30752812773698035, "bench_c_p1y": 0.4092777743310301, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.37324364018108747, "alpha_spy_stated": 0.25800070350447846, "alpha_c_stated": 0.23156171727443464, "price_path": [0.7074, 0.6713, 0.6713, 0.6439, 0.4606, 0.4759, 0.5192, 0.5052, 0.4661, 0.4661, 0.9102, 0.8094, 0.9285, 0.8546, 0.7978, 0.7703, 0.7636, 0.7428, 0.7746, 0.7337, 0.752, 0.7471, 0.6909, 0.6744, 0.8693, 0.7239, 0.6872, 0.7288, 0.7117, 0.7117, 0.6946, 0.584, 0.5431, 0.4386, 0.3739, 0.2389, 0.2981, 0.2114, 0.2517, 0.1399, 0.1604, 0.2462, 0.1399, 0.1484, 0.0458, 0.0892, 0.1258, 0.0733, 0.1491, 0.1668, 0.0984, 0.1472, 0.1319, 0.157, 0.2346, 0.2382, 0.1875, 0.1252, 0.1374, 0.0922, 0.1087, 0.1814, 0.0929, 0.0, 0.0703, 0.0495, 0.2578, 0.1991, 0.1991, 0.1686, 0.2871, 0.2202, 0.2059, 0.2059, 0.1393, 0.1631, 0.2395, 0.3366, 0.3671, 0.3849, 0.3684, 0.3311, 0.3513, 0.4044, 0.3732, 0.3665, 0.3616, 0.4111, 0.2529, 0.2987, 0.3335, 0.474, 0.5406, 0.562, 0.5761, 0.5883, 0.5376, 0.5773, 0.5528, 0.5528, 0.7569, 0.7673, 0.6707, 0.6365, 0.6249, 0.6323, 0.6439, 0.6158, 0.7666, 0.8106, 0.6597, 0.6713, 0.6127, 0.5522, 0.6219, 0.6139, 0.7013, 0.7013, 0.8351, 1.0024, 1.044, 0.9762, 1.2077, 1.1613, 1.1851, 1.0971, 1.1796, 1.1784, 1.1784, 1.3751, 1.3665, 1.391, 1.3885, 1.3842, 1.6396, 1.7245, 1.9133, 2.1356, 2.1393, 1.8827, 1.8638, 2.0024, 1.9401, 1.8974, 1.7557, 1.675, 1.8369, 1.8051, 1.7373, 1.7208, 1.7337, 1.694, 1.7007, 1.73, 1.7502, 1.653, 1.6268, 1.6151, 1.7043, 1.7471, 1.4997, 1.4856, 1.537, 1.7111, 1.8845, 1.9401, 1.8253, 1.9267, 1.9688, 1.9688, 2.0122, 1.6591, 1.6261, 1.8002, 1.9157, 1.8729, 1.8204, 1.9585, 2.2584, 2.3012, 1.8861, 1.9371, 1.8821, 1.9194, 2.0428, 2.2321, 1.9743, 1.8485, 1.8259, 1.8717]}
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{"unit_id": "quote:1921867949129728202", "ticker_idx": 0, "ts": "2025-05-12T10:00:00+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "They hated it at $12, despised it at $50 and at $100 they're SCREAMING from top of the buildings because the bears can't see AI in spreadsheets.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish PLTR; mocks valuation bears who missed the AI-driven run and implies further upside.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "$PLTR @DivesTech has a message for Valuation Police folks\n\n\"They hated it at $12, despised it at $50 and at $100 they're SCREAMING from top of the buildings because the bears can't see AI in spreadsheets.\"\n\nhttps://t.co/N0rdlV7Km1", "reply_text": null, "parent_text": null, "quoted_text": "$PLTR valuation makes ZERO sense \n\nBut then why do institutions keep buying it?\nWhat do they know that you don't?\n\nI work in BIG DATA analytics and let me share the secrets of Palantir in the most basic way\n\nPalantir has monopoly on Automated Governance, serving as the ultimate https://t.co/XGLRmO7rq8", "parent_author": null, "ret_m1d": -0.009792301550565319, "ret_signed_m1d": -0.009792301550565319, "alpha_spy_m1d": 0.02219782668449366, "alpha_c_m1d": 0.02219782668449366, "bench_spy_m1d": -0.03199012823505898, "bench_c_m1d": -0.03199012823505898, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.08137774011097854, "ret_signed_p1d": 0.08137774011097854, "alpha_spy_p1d": 0.07477387928944479, "alpha_c_p1d": 0.07477387928944479, "bench_spy_p1d": 0.006603860821533747, "bench_c_p1d": 0.006603860821533747, "ret_p1w": 0.06643595143851067, "ret_signed_p1w": 0.06643595143851067, "alpha_spy_p1w": 0.046092582101008306, "alpha_c_p1w": 0.046092582101008306, "bench_spy_p1w": 0.02034336933750236, "bench_c_p1w": 0.02034336933750236, "ret_p1m": 0.12113792491158337, "ret_signed_p1m": 0.12113792491158337, "alpha_spy_p1m": 0.08667762594947548, "alpha_c_p1m": 0.08667762594947548, "bench_spy_p1m": 0.034460298962107894, "bench_c_p1m": 0.034460298962107894, "ret_p3m": 0.5380719091371693, "ret_signed_p3m": 0.5380719091371693, "alpha_spy_p3m": 0.4503706032813666, "alpha_c_p3m": 0.4503706032813666, "bench_spy_p3m": 0.08770130585580271, "bench_c_p3m": 0.08770130585580271, "ret_p6m": 0.6101638271763723, "ret_signed_p6m": 0.6101638271763723, "alpha_spy_p6m": 0.4452832488419576, "alpha_c_p6m": 0.4452832488419576, "bench_spy_p6m": 0.16488057833441472, "bench_c_p6m": 0.16488057833441472, "ret_p1y": 0.16469696342237916, "ret_signed_p1y": 0.16469696342237916, "alpha_spy_p1y": -0.06986489419866615, "alpha_c_p1y": -0.06986489419866615, "bench_spy_p1y": 0.2345618576210453, "bench_c_p1y": 0.2345618576210453, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.12113792491158337, "alpha_spy_stated": 0.08667762594947548, "alpha_c_stated": 0.08667762594947548, "price_path": [-0.009, -0.0046, 0.0059, 0.0059, 0.052, -0.054, -0.1029, -0.1444, -0.2345, -0.2585, -0.2461, -0.2844, -0.2831, -0.2958, -0.2875, -0.2392, -0.3208, -0.2832, -0.3552, -0.3411, -0.2939, -0.3279, -0.272, -0.2626, -0.2918, -0.2732, -0.2623, -0.2321, -0.1833, -0.1854, -0.221, -0.2395, -0.2753, -0.2875, -0.2852, -0.2618, -0.2943, -0.3752, -0.3429, -0.3473, -0.2233, -0.2522, -0.2525, -0.2181, -0.1693, -0.2174, -0.2083, -0.2083, -0.2335, -0.2066, -0.1489, -0.0902, -0.0479, -0.0322, -0.0201, -0.0002, -0.0191, 0.0491, 0.0448, -0.081, -0.0674, 0.0058, -0.0098, 0.0, 0.0814, 0.0989, 0.0815, 0.0934, 0.0664, 0.0602, 0.0179, 0.0323, 0.0409, 0.0409, 0.0416, 0.0447, 0.0326, 0.1124, 0.1146, 0.1242, 0.0975, 0.0122, 0.0782, 0.1148, 0.1211, 0.1514, 0.1412, 0.1599, 0.1937, 0.1666, 0.1815, 0.1815, 0.159, 0.1812, 0.2091, 0.2063, 0.2177, 0.1037, 0.1508, 0.1032, 0.1153, 0.1342, 0.1342, 0.1744, 0.1794, 0.2083, 0.2029, 0.1996, 0.2591, 0.2543, 0.2739, 0.2999, 0.296, 0.2814, 0.2584, 0.3053, 0.3073, 0.3405, 0.3328, 0.3189, 0.3389, 0.3367, 0.3023, 0.3562, 0.4627, 0.5156, 0.5381, 0.5783, 0.5421, 0.5783, 0.5564, 0.5281, 0.4956, 0.4691, 0.3317, 0.317, 0.3184, 0.34, 0.3268, 0.358, 0.323, 0.3348, 0.3229, 0.3229, 0.3261, 0.3076, 0.3181, 0.2925, 0.3177, 0.3706, 0.4076, 0.3875, 0.4472, 0.4453, 0.4373, 0.421, 0.4939, 0.5397, 0.5138, 0.541, 0.5158, 0.5121, 0.499, 0.5099, 0.5399, 0.5613, 0.579, 0.461, 0.5155, 0.5378, 0.5496, 0.5657, 0.481, 0.4959, 0.5173, 0.5163, 0.5036, 0.5039, 0.5329, 0.5322, 0.4814, 0.5236, 0.5586, 0.597, 0.6005, 0.6783, 0.6423, 0.6923, 0.7489, 0.6102]}
{"unit_id": "reply:1898946482700734907", "ticker_idx": 0, "ts": "2025-03-10T03:58:16+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I am Long, on Palantir", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds a long position in Palantir.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@Long56102546 I am Long, on Palantir.", "reply_text": null, "parent_text": "@TradexWhisperer So?", "quoted_text": null, "parent_author": "Long56102546", "ret_m1d": 0.11167853777724113, "ret_signed_m1d": 0.11167853777724113, "alpha_spy_m1d": 0.08431415894506356, "alpha_c_m1d": 0.08431415894506356, "bench_spy_m1d": 0.02736437883217757, "bench_c_m1d": 0.02736437883217757, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.021864439099140043, "ret_signed_p1d": 0.021864439099140043, "alpha_spy_p1d": 0.030177330276511927, "alpha_c_p1d": 0.030177330276511927, "bench_spy_p1d": -0.008312891177371884, "bench_c_p1d": -0.008312891177371884, "ret_p1w": 0.14362400648308782, "ret_signed_p1w": 0.14362400648308782, "alpha_spy_p1w": 0.1319040093313868, "alpha_c_p1w": 0.1319040093313868, "bench_spy_p1w": 0.011719997151701023, "bench_c_p1w": 0.011719997151701023, "ret_p1m": 0.012306919026030538, "ret_signed_p1m": 0.012306919026030538, "alpha_spy_p1m": 0.12398853280222932, "alpha_c_p1m": 0.12398853280222932, "bench_spy_p1m": -0.11168161377619878, "bench_c_p1m": -0.11168161377619878, "ret_p3m": 0.5699136943441492, "ret_signed_p3m": 0.5699136943441492, "alpha_spy_p3m": 0.5088091545742213, "alpha_c_p3m": 0.5088091545742213, "bench_spy_p3m": 0.06110453976992791, "bench_c_p3m": 0.06110453976992791, "ret_p6m": 1.05669025905681, "ret_signed_p6m": 1.05669025905681, "alpha_spy_p6m": 0.9077113775545735, "alpha_c_p6m": 0.9077113775545735, "bench_spy_p6m": 0.14897888150223637, "bench_c_p6m": 0.14897888150223637, "ret_p1y": 0.7568736222414738, "ret_signed_p1y": 0.7568736222414738, "alpha_spy_p1y": 0.5058660586345396, "alpha_c_p1y": 0.5058660586345396, "bench_spy_p1y": 0.2510075636069342, "bench_c_p1y": 0.2510075636069342, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.012306919026030538, "alpha_spy_stated": 0.12398853280222932, "alpha_c_stated": 0.12398853280222932, "price_path": [-0.0507, -0.0416, -0.0041, -0.0082, -0.0261, -0.0638, -0.0284, 0.0546, 0.0564, 0.0786, 0.0786, 0.0754, 0.0353, 0.0105, -0.0098, -0.0098, -0.0156, 0.046, -0.006, -0.0837, -0.1067, -0.1067, -0.1194, -0.1493, -0.1371, -0.1079, -0.0935, -0.0604, -0.0604, -0.0433, 0.0064, 0.034, 0.034, -0.0123, 0.0504, 0.0443, 0.0634, 0.08, 0.0964, 0.3594, 0.327, 0.4569, 0.4513, 0.5272, 0.4745, 0.5369, 0.5437, 0.5601, 0.5601, 0.6316, 0.4671, 0.3913, 0.3269, 0.1872, 0.15, 0.1693, 0.1098, 0.1118, 0.0922, 0.105, 0.18, 0.0534, 0.1117, 0.0, 0.0219, 0.0952, 0.0424, 0.1291, 0.1436, 0.0983, 0.1273, 0.1441, 0.1909, 0.2667, 0.2634, 0.2082, 0.1795, 0.124, 0.105, 0.1087, 0.1449, 0.0945, -0.031, 0.0191, 0.0123, 0.2046, 0.1599, 0.1593, 0.2126, 0.2883, 0.2138, 0.2278, 0.2278, 0.1888, 0.2306, 0.32, 0.4111, 0.4766, 0.501, 0.5198, 0.5507, 0.5213, 0.6271, 0.6205, 0.4252, 0.4465, 0.56, 0.5357, 0.5509, 0.6771, 0.7044, 0.6774, 0.6957, 0.654, 0.6443, 0.5787, 0.6011, 0.6144, 0.6144, 0.6155, 0.6203, 0.6015, 0.7253, 0.7287, 0.7435, 0.7021, 0.5699, 0.6722, 0.729, 0.7388, 0.7857, 0.77, 0.7989, 0.8514, 0.8094, 0.8324, 0.8324, 0.7976, 0.8319, 0.8752, 0.8709, 0.8886, 0.7117, 0.7848, 0.7109, 0.7298, 0.7591, 0.7591, 0.8214, 0.8291, 0.8739, 0.8657, 0.8604, 0.9527, 0.9453, 0.9758, 1.0161, 1.01, 0.9873, 0.9517, 1.0245, 1.0275, 1.0791, 1.067, 1.0456, 1.0766, 1.0732, 1.0198, 1.1034, 1.2685, 1.3506, 1.3854, 1.4478, 1.3917, 1.4479, 1.4139, 1.37, 1.3196, 1.2785, 1.0653, 1.0426, 1.0448, 1.0783, 1.0577, 1.1062, 1.0518, 1.0702, 1.0517, 1.0517, 1.0567]}
{"unit_id": "reply:1906226272704815363", "ticker_idx": 0, "ts": "2025-03-30T06:05:34+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit", "polarity_reversed": false, "quote": "Huge GPU demand incoming", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Implied bullish on GPU makers (e.g. Nvidia) on surging AI image-generation demand.", "resolved_tickers": ["NVDA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@sama Thanks for the hint. We will keep spamming your servers with image generatoon queries. Huge GPU demand incoming.", "reply_text": null, "parent_text": "can yall please chill on generating images this is insane our team needs sleep", "quoted_text": null, "parent_author": "sama", "ret_m1d": 0.011902617727158171, "ret_signed_m1d": 0.011902617727158171, "alpha_spy_m1d": 0.01857054722573126, "alpha_c_m1d": 0.008592448030023458, "bench_spy_m1d": -0.006667929498573089, "bench_c_m1d": 0.0033101696971347128, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.016331513496370187, "ret_signed_p1d": 0.016331513496370187, "alpha_spy_p1d": 0.013507070440647473, "alpha_c_p1d": 0.011508088210098633, "bench_spy_p1d": 0.002824443055722714, "bench_c_p1d": 0.004823425286271554, "ret_p1w": -0.09909582908933035, "ret_signed_p1w": -0.09909582908933035, "alpha_spy_p1w": -0.0007566485197105788, "alpha_c_p1w": 0.026548464430863894, "bench_spy_p1w": -0.09833918056961977, "bench_c_p1w": -0.12564429352019424, "ret_p1m": 0.0059051003676025005, "ret_signed_p1m": 0.0059051003676025005, "alpha_spy_p1m": 0.014968501020498404, "alpha_c_p1m": 0.011485117258276611, "bench_spy_p1m": -0.009063400652895903, "bench_c_p1m": -0.005580016890674111, "ret_p3m": 0.43043710981401495, "ret_signed_p3m": 0.43043710981401495, "alpha_spy_p3m": 0.3333868918869949, "alpha_c_p3m": 0.11961280496195603, "bench_spy_p3m": 0.09705021792702007, "bench_c_p3m": 0.3108243048520589, "ret_p6m": 0.6465441296776058, "ret_signed_p6m": 0.6465441296776058, "alpha_spy_p6m": 0.4541472997987668, "alpha_c_p6m": 0.12528805298688095, "bench_spy_p6m": 0.192396829878839, "bench_c_p6m": 0.5212560766907248, "ret_p1y": 0.6649059972565337, "ret_signed_p1y": 0.6649059972565337, "alpha_spy_p1y": 0.47219559854391413, "alpha_c_p1y": -0.2024745614443495, "bench_spy_p1y": 0.19271039871261952, "bench_c_p1y": 0.8673805587008832, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.0059051003676025005, "alpha_spy_stated": 0.014968501020498404, "alpha_c_stated": 0.011485117258276611, "price_path": [0.239, 0.276, 0.3329, 0.3786, 0.2929, 0.2926, 0.2926, 0.2539, 0.2292, 0.2156, 0.2569, 0.2323, 0.2705, 0.2705, 0.2993, 0.3569, 0.3582, 0.3158, 0.0925, 0.1901, 0.1412, 0.15, 0.1078, 0.0763, 0.0947, 0.1517, 0.1872, 0.1979, 0.2323, 0.2252, 0.2099, 0.2482, 0.281, 0.281, 0.2861, 0.2845, 0.2926, 0.2402, 0.202, 0.1683, 0.2112, 0.1085, 0.1525, 0.0523, 0.0701, 0.0822, 0.0201, 0.0397, -0.013, 0.0034, 0.0679, 0.0664, 0.1226, 0.1029, 0.065, 0.0843, 0.0937, 0.086, 0.1202, 0.1136, 0.0496, 0.0281, 0.0119, 0.0, 0.0163, 0.0188, -0.0607, -0.1298, -0.0991, -0.1115, 0.0549, -0.0075, 0.0235, 0.0215, 0.0352, -0.0359, -0.0636, -0.0636, -0.1058, -0.0876, -0.0523, -0.018, 0.0243, 0.0032, 0.0059, 0.005, 0.0298, 0.0565, 0.0502, 0.0476, 0.0801, 0.0829, 0.0763, 0.1349, 0.1988, 0.2488, 0.244, 0.2493, 0.2509, 0.2399, 0.2161, 0.2256, 0.2114, 0.2114, 0.2502, 0.2439, 0.2843, 0.2468, 0.2676, 0.303, 0.3095, 0.2917, 0.3076, 0.316, 0.3283, 0.318, 0.338, 0.31, 0.3351, 0.3299, 0.3424, 0.3424, 0.3274, 0.3303, 0.3647, 0.4239, 0.4304, 0.4556, 0.4578, 0.4146, 0.451, 0.4703, 0.4703, 0.4601, 0.4764, 0.503, 0.5142, 0.5218, 0.5139, 0.5751, 0.5813, 0.5963, 0.5909, 0.5814, 0.5413, 0.5759, 0.6032, 0.601, 0.6309, 0.6195, 0.6542, 0.6413, 0.603, 0.6609, 0.6449, 0.6556, 0.668, 0.6859, 0.6799, 0.6901, 0.6756, 0.6796, 0.6651, 0.6795, 0.6207, 0.6185, 0.6146, 0.6424, 0.6592, 0.6773, 0.6757, 0.6625, 0.6072, 0.6072, 0.5759, 0.5744, 0.584, 0.5412, 0.5531, 0.5757, 0.6363, 0.6349, 0.6409, 0.6403, 0.6138, 0.5714, 0.6263, 0.6303, 0.6943, 0.6465]}
{"unit_id": "quote:1908852187092132306", "ticker_idx": 0, "ts": "2025-04-06T12:00:00+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Bargain of the Century", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long MU: HBM sales +50% sequentially, DRAM/NAND prices bottomed, targeting 27% HBM share, forward P/E 10.41 — called a bargain.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "Here's the P/E and P/S Ratio of $MU that enables AI GPUs with super fast High Bandwith Memory Cubes. Their HBM sales grew 50% sequentially and DRAM/NAND prices have bottomed. Micron intends to take at least 27% of the whole HBM market.\n\nForward P/E ratio: 10.41\nForward P/S ratio of 2.77\n\nBargain of the Century", "reply_text": null, "parent_text": null, "quoted_text": "🔥 $MU Micron's upcoming memory fabrication plant in Boise US is the size of TEN FOOTBALL FIELDS\n\n-Leading Edge DRAM production will ramp over the second half of the decade \n-The fab will include 600,000 square feet of cleanroom space \n-The fab will be supported by a 2,800-space https://t.co/8tVzgNMeAV", "parent_author": null, "ret_m1d": -0.053386053726657945, "ret_signed_m1d": -0.053386053726657945, "alpha_spy_m1d": -0.055170359116099466, "alpha_c_m1d": -0.031211914582163325, "bench_spy_m1d": 0.0017843053894415206, "bench_c_m1d": -0.02217413914449462, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04139242151616651, "ret_signed_p1d": -0.04139242151616651, "alpha_spy_p1d": -0.025729605842871206, "alpha_c_p1d": -0.014621186572642442, "bench_spy_p1d": -0.015662815673295305, "bench_c_p1d": -0.02677123494352407, "ret_p1w": 0.03875964569998591, "ret_signed_p1w": 0.03875964569998591, "alpha_spy_p1w": -0.030117021130911414, "alpha_c_p1w": -0.051613564008807566, "bench_spy_p1w": 0.06887666683089733, "bench_c_p1w": 0.09037320970879348, "ret_p1m": 0.1775632064182593, "ret_signed_p1m": 0.1775632064182593, "alpha_spy_p1m": 0.06966828857478213, "alpha_c_p1m": 0.011581582880943353, "bench_spy_p1m": 0.10789491784347716, "bench_c_p1m": 0.16598162353731594, "ret_p3m": 0.7886499700111655, "ret_signed_p3m": 0.7886499700111655, "alpha_spy_p3m": 0.5451655132125424, "alpha_c_p3m": 0.25473967285763477, "bench_spy_p3m": 0.24348445679862318, "bench_c_p3m": 0.5339102971535308, "ret_p6m": 1.4495756932275348, "ret_signed_p6m": 1.4495756932275348, "alpha_spy_p6m": 1.1212087103074992, "alpha_c_p6m": 0.684513588187625, "bench_spy_p6m": 0.3283669829200355, "bench_c_p6m": 0.7650621050399098, "ret_p1y": 4.59958675587478, "ret_signed_p1y": 4.59958675587478, "alpha_spy_p1y": 4.282426150780444, "alpha_c_p1y": 3.4348404781788364, "bench_spy_p1y": 0.31716060509433586, "bench_c_p1y": 1.1647462776959436, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.1775632064182593, "alpha_spy_stated": 0.06966828857478213, "alpha_c_stated": 0.011581582880943353, "price_path": [0.4521, 0.4521, 0.4511, 0.3886, 0.4222, 0.5073, 0.4987, 0.5447, 0.5447, 0.5977, 0.5956, 0.5314, 0.5073, 0.3309, 0.2891, 0.3002, 0.3512, 0.3328, 0.3135, 0.3243, 0.3672, 0.381, 0.3483, 0.4013, 0.3743, 0.3392, 0.3973, 0.4537, 0.4537, 0.5599, 0.5244, 0.5072, 0.4438, 0.3937, 0.3617, 0.4273, 0.3412, 0.3677, 0.3225, 0.3322, 0.3781, 0.304, 0.3579, 0.272, 0.3008, 0.397, 0.3859, 0.4723, 0.5062, 0.4859, 0.4908, 0.5045, 0.3836, 0.416, 0.3757, 0.3458, 0.3316, 0.2919, 0.2709, 0.2975, 0.2959, 0.0873, -0.0534, 0.0, -0.0414, 0.1389, 0.0246, 0.0173, 0.0388, 0.0391, 0.014, 0.0063, 0.0063, -0.0238, 0.0269, 0.0667, 0.1324, 0.1669, 0.149, 0.1245, 0.1255, 0.1375, 0.1806, 0.1762, 0.1776, 0.2084, 0.2454, 0.2558, 0.3499, 0.4177, 0.3942, 0.3961, 0.4334, 0.4429, 0.4348, 0.4018, 0.387, 0.3657, 0.3657, 0.4097, 0.4068, 0.4158, 0.3816, 0.436, 0.4955, 0.5102, 0.5546, 0.5878, 0.6228, 0.6694, 0.6971, 0.6993, 0.6908, 0.7528, 0.7601, 0.7818, 0.7818, 0.8078, 0.7856, 0.8708, 0.8612, 0.8429, 0.8248, 0.8027, 0.7682, 0.7806, 0.7886, 0.7886, 0.7556, 0.8215, 0.7896, 0.8023, 0.8231, 0.7365, 0.7584, 0.7045, 0.6581, 0.6747, 0.6577, 0.599, 0.6079, 0.6357, 0.6289, 0.6287, 0.6391, 0.6798, 0.5978, 0.5355, 0.5778, 0.5966, 0.5925, 0.6378, 0.7406, 0.8113, 0.8703, 0.8193, 0.8343, 0.7695, 0.8088, 0.7868, 0.716, 0.6952, 0.7228, 0.7044, 0.7056, 0.7239, 0.7861, 0.7423, 0.7423, 0.7346, 0.7381, 0.8184, 0.9233, 0.9246, 0.9799, 1.0496, 1.2044, 1.3019, 1.3098, 1.3251, 1.3423, 1.4726, 1.3824, 1.41, 1.4363, 1.3674, 1.296, 1.3024, 1.3995, 1.4496]}
{"unit_id": "quote:1902180063447273634", "ticker_idx": 0, "ts": "2025-03-19T02:07:22+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I hold 1,285 $MU shares with no plans to sell until two conditions align: DRAM/NAND prices have fully recovered, Micron's HBM3(e) and HBM4(e) market share reaches about 20-25%", "tweet_type": "position_disclosure", "timeline": "quarters", "summary": "Long 1,285 MU shares; holding until DRAM/NAND prices fully recover and MU HBM market share hits 20-25%, aided by Samsung's competitive decline.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "👀 $MU Earnings Thursday\n\nTechnical Setup: Micron Technology has been consolidating in a wedge pattern for the past six months, with its current price at $101.70—just below a key volume shelf (red line). Earnings drop Thursday, March 20, 2025, a day after the FOMC rate decision, adding extra weight to the outcome.\n\nMicron’s Dual Role: What sets Micron apart is its foothold in both B2B and B2C markets. High-bandwidth memory (HBM) for AI data centers grabs headlines, but DRAM and NAND—core components in smartphones, gaming PCs, laptops, tablets, and cars—still drive the bulk of sales. If tomorrow’s consumer segment guidance beats expectations, it could signal returning consumer confidence, hinting that demand for these goods is bottoming out. I’ve noticed DDR5 DRAM prices spiking significantly over the past few months, suggesting Micron’s next wave of contract prices with customers could climb higher—a potential tailwind.\n\nMarket is growing a bit numb to AI hype so a strong news from consumers segment could be the next market driver.\n\nLastly, there is a lot of news around Samsung falling behind in DRAM & HBM developments. I personally met with Principal engineers from Samsung and the stories they tell me, they are all music to my ears. Why? Micron has never been in a 2-player market before, it was always 3 or 4. If HBM is shared only between SK Hynix and Micron, then this is golden market.\n\nMy Position: I hold 1,285 $MU shares with no plans to sell until two conditions align:\n\n-DRAM/NAND prices have fully recovered\n-Micron's HBM3(e) and HBM4(e) market share reaches about 20-25%.\n\nSK Hynix currently dominates with ~90% of HBM3e share, so there's room to grow especially with Micron’s HBM3E leading the industry with about 30% lower power consumption.", "reply_text": null, "parent_text": null, "quoted_text": "$MU\n\nNAND prices to be hiked 10% next month\n\nDRAM DDR5 spot prices bottomed last month and have risen 6.3%", "parent_author": null, "ret_m1d": -0.0033315045897661655, "ret_signed_m1d": -0.0033315045897661655, "alpha_spy_m1d": 0.0074420087308547656, "alpha_c_m1d": 0.005419203479095858, "bench_spy_m1d": -0.010773513320620931, "bench_c_m1d": -0.008750708068862023, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.009210219875401382, "ret_signed_p1d": 0.009210219875401382, "alpha_spy_p1d": 0.012101809352012327, "alpha_c_p1d": 0.01079327877596159, "bench_spy_p1d": -0.002891589476610945, "bench_c_p1d": -0.001583058900560208, "ret_p1w": -0.09729573544603232, "ret_signed_p1w": -0.09729573544603232, "alpha_spy_p1w": -0.10288603960148801, "alpha_c_p1w": -0.0735500538584073, "bench_spy_p1w": 0.005590304155455694, "bench_c_p1w": -0.023745681587625023, "ret_p1m": -0.325009048679193, "ret_signed_p1m": -0.325009048679193, "alpha_spy_p1m": -0.2560011388421405, "alpha_c_p1m": -0.17162968907497922, "bench_spy_p1m": -0.06900790983705252, "bench_c_p1m": -0.15337935960421378, "ret_p3m": 0.1757400559067317, "ret_signed_p3m": 0.1757400559067317, "alpha_spy_p3m": 0.10985919167001024, "alpha_c_p3m": 0.017567568178130433, "bench_spy_p3m": 0.06588086423672146, "bench_c_p3m": 0.15817248772860126, "ret_p6m": 0.4786199068541268, "ret_signed_p6m": 0.4786199068541268, "alpha_spy_p6m": 0.312117836898153, "alpha_c_p6m": 0.14213521837211873, "bench_spy_p6m": 0.16650206995597383, "bench_c_p6m": 0.3364846884820081, "ret_p1y": 2.640148584414423, "ret_signed_p1y": 2.640148584414423, "alpha_spy_p1y": 2.4406425934736276, "alpha_c_p1y": 1.9614882722395155, "bench_spy_p1y": 0.19950599094079546, "bench_c_p1y": 0.6786603121749075, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": 0.1757400559067317, "alpha_spy_stated": 0.10985919167001024, "alpha_c_stated": 0.017567568178130433, "price_path": [-0.1181, -0.122, -0.1264, -0.1264, -0.1211, -0.1327, -0.1641, -0.1754, -0.1754, -0.1443, -0.1194, -0.0274, -0.0015, -0.026, -0.026, -0.0267, -0.0686, -0.0461, 0.0111, 0.0053, 0.0362, 0.0362, 0.0717, 0.0703, 0.0272, 0.0111, -0.1073, -0.1353, -0.1279, -0.0937, -0.106, -0.1189, -0.1117, -0.0829, -0.0737, -0.0956, -0.0601, -0.0782, -0.1017, -0.0627, -0.0249, -0.0249, 0.0463, 0.0225, 0.011, -0.0316, -0.0652, -0.0866, -0.0426, -0.1003, -0.0826, -0.1129, -0.1064, -0.0756, -0.1253, -0.0892, -0.1468, -0.1275, -0.0629, -0.0704, -0.0124, 0.0103, -0.0033, 0.0, 0.0092, -0.0719, -0.0502, -0.0772, -0.0973, -0.1068, -0.1335, -0.1475, -0.1297, -0.1308, -0.2707, -0.365, -0.3292, -0.357, -0.236, -0.3127, -0.3177, -0.3032, -0.303, -0.3198, -0.325, -0.325, -0.3452, -0.3112, -0.2845, -0.2404, -0.2173, -0.2293, -0.2457, -0.2451, -0.237, -0.2081, -0.211, -0.2101, -0.1894, -0.1646, -0.1576, -0.0946, -0.049, -0.0648, -0.0635, -0.0385, -0.0322, -0.0375, -0.0597, -0.0696, -0.084, -0.084, -0.0544, -0.0564, -0.0503, -0.0733, -0.0368, 0.0032, 0.013, 0.0428, 0.0651, 0.0885, 0.1198, 0.1384, 0.1398, 0.1341, 0.1757, 0.1806, 0.1952, 0.1952, 0.2126, 0.1977, 0.2549, 0.2484, 0.2362, 0.224, 0.2092, 0.186, 0.1944, 0.1998, 0.1998, 0.1776, 0.2218, 0.2004, 0.209, 0.2229, 0.1648, 0.1795, 0.1434, 0.1122, 0.1233, 0.1119, 0.0726, 0.0785, 0.0972, 0.0926, 0.0925, 0.0995, 0.1268, 0.0718, 0.0299, 0.0583, 0.071, 0.0682, 0.0986, 0.1675, 0.2149, 0.2545, 0.2203, 0.2304, 0.187, 0.2133, 0.1985, 0.151, 0.1371, 0.1556, 0.1433, 0.144, 0.1563, 0.1981, 0.1687, 0.1687, 0.1635, 0.1658, 0.2198, 0.2901, 0.291, 0.3281, 0.3748, 0.4786]}
{"unit_id": "thread:1926103537387274708", "ticker_idx": 0, "ts": "2025-05-24T02:30:43+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The next BLUE candle could be just around the corner and it could be the one who could break out of this jail: Fib 0.786 (~$126), Fib 1.0 (~$137–138), and then soaring to Fib 1.618 ($170+)", "tweet_type": "prediction", "timeline": "months", "summary": "Long PLTR targeting $170+ via Fib extensions; expects next bullish candle to break resistance at $126/$137-138 and run to $170.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "self_thread", "lang": "en", "tweet_text": "🟦 $PLTR Price Target of $170? It’s within reach. Here are my thoughts:\n\nFollowing a robust +57% surge, fueled by bullish BLUE smart candles, bearish PINK-RED candles have emerged. Yet, the current relative strength and resilience mirrors the Oct/Nov 2024 price action, where daily pink/red candles signaled only a brief pause—no drawdown. By trusting weekly smart candles instead, we rode the wave as Palantir skyrocketed from $36 to the $80s in two months, perfectly signaled by our exclusive BLUE candles.\n\nThe next BLUE candle could be just around the corner and it could be the one who could break out of this jail: Fib 0.786 (~$126), Fib 1.0 (~$137–138), and then soaring to Fib 1.618 ($170+).\n\n👀🟦🕯️\n\n---\n\nhttps://t.co/0zGLSoe6OC", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.0006483656005382699, "ret_signed_m1d": -0.0006483656005382699, "alpha_spy_m1d": 0.01971876563750885, "alpha_c_m1d": 0.01971876563750885, "bench_spy_m1d": -0.02036713123804712, "bench_c_m1d": -0.02036713123804712, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.002998644528829475, "ret_signed_p1d": 0.002998644528829475, "alpha_spy_p1d": 0.00878409626982568, "alpha_c_p1d": 0.00878409626982568, "bench_spy_p1d": -0.005785451740996206, "bench_c_p1d": -0.005785451740996206, "ret_p1w": 0.07926087063517206, "ret_signed_p1w": 0.07926087063517206, "alpha_spy_p1w": 0.07090438621140449, "alpha_c_p1w": 0.07090438621140449, "bench_spy_p1w": 0.008356484423767574, "bench_c_p1w": 0.008356484423767574, "ret_p1m": 0.15811649731212074, "ret_signed_p1m": 0.15811649731212074, "alpha_spy_p1m": 0.12806517088917935, "alpha_c_p1m": 0.12806517088917935, "bench_spy_p1m": 0.030051326422941393, "bench_c_p1m": 0.030051326422941393, "ret_p3m": 0.286490041967544, "ret_signed_p3m": 0.286490041967544, "alpha_spy_p3m": 0.191644943650358, "alpha_c_p3m": 0.191644943650358, "bench_spy_p3m": 0.09484509831718602, "bench_c_p3m": 0.09484509831718602, "ret_p6m": 0.34062727115000624, "ret_signed_p6m": 0.34062727115000624, "alpha_spy_p6m": 0.21327990553713905, "alpha_c_p6m": 0.21327990553713905, "bench_spy_p6m": 0.1273473656128672, "bench_c_p6m": 0.1273473656128672, "ret_p1y": 0.08379930617584619, "ret_signed_p1y": 0.08379930617584619, "alpha_spy_p1y": -0.19632693366477416, "alpha_c_p1y": -0.19632693366477416, "bench_spy_p1y": 0.28012623984062035, "bench_c_p1y": 0.28012623984062035, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.15811649731212074, "alpha_spy_stated": 0.12806517088917935, "alpha_c_stated": 0.12806517088917935, "price_path": [-0.313, -0.3118, -0.3239, -0.316, -0.2696, -0.3479, -0.3119, -0.381, -0.3675, -0.3221, -0.3547, -0.3011, -0.2921, -0.3201, -0.3022, -0.2918, -0.2628, -0.2159, -0.2179, -0.2521, -0.2699, -0.3042, -0.316, -0.3137, -0.2913, -0.3225, -0.4002, -0.3692, -0.3734, -0.2543, -0.282, -0.2824, -0.2494, -0.2025, -0.2486, -0.24, -0.24, -0.2641, -0.2383, -0.1829, -0.1265, -0.086, -0.0708, -0.0592, -0.0401, -0.0583, 0.0072, 0.0031, -0.1178, -0.1046, -0.0344, -0.0494, -0.04, 0.0382, 0.055, 0.0383, 0.0497, 0.0238, 0.0178, -0.0228, -0.0089, -0.0006, -0.0006, 0.0, 0.003, -0.0087, 0.068, 0.0701, 0.0793, 0.0537, -0.0282, 0.0351, 0.0703, 0.0763, 0.1054, 0.0956, 0.1135, 0.146, 0.12, 0.1343, 0.1343, 0.1127, 0.134, 0.1608, 0.1581, 0.1691, 0.0596, 0.1048, 0.0591, 0.0708, 0.0889, 0.0889, 0.1275, 0.1323, 0.16, 0.1549, 0.1516, 0.2088, 0.2041, 0.223, 0.248, 0.2442, 0.2302, 0.2081, 0.2532, 0.255, 0.287, 0.2795, 0.2662, 0.2854, 0.2833, 0.2503, 0.3021, 0.4042, 0.4551, 0.4766, 0.5152, 0.4805, 0.5153, 0.4942, 0.4671, 0.4359, 0.4104, 0.2785, 0.2644, 0.2657, 0.2865, 0.2738, 0.3038, 0.2701, 0.2815, 0.27, 0.27, 0.2731, 0.2554, 0.2654, 0.2409, 0.2651, 0.3158, 0.3513, 0.332, 0.3893, 0.3876, 0.3799, 0.3642, 0.4342, 0.4782, 0.4534, 0.4795, 0.4552, 0.4517, 0.4391, 0.4496, 0.4784, 0.4989, 0.5159, 0.4026, 0.455, 0.4764, 0.4876, 0.5031, 0.4218, 0.4362, 0.4567, 0.4557, 0.4436, 0.4438, 0.4717, 0.471, 0.4222, 0.4627, 0.4963, 0.5332, 0.5366, 0.6112, 0.5767, 0.6247, 0.6791, 0.5458, 0.5228, 0.4187, 0.442, 0.5691, 0.5476, 0.4926, 0.3951, 0.4102, 0.3879, 0.3561, 0.3406]}
{"unit_id": "quote:1925043470043119768", "ticker_idx": 0, "ts": "2025-05-21T04:18:23+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Palantir and @anduriltech are the New Tech Order, reshaping the tech trade", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Shares CNBC thesis that PLTR is a new tech darling aligned with US strategic interests, translating into real contracts and market momentum.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "🔥 $PLTR \"Palantir and @anduriltech are the New Tech Order, reshaping the tech trade\" -CNBC\n\n\"Why Palantir, Anduril are Washington's new tech favorites. CEO Alex Karp. He was in the Middle East with President Trump last week, reinforcing the company's role as a diplomatic and military player. Now, this is all unlike Apple, which is building in India and cutting deals with Chinese companies. Anduril and Palantir--they are aligned with U.S strategic interests, and that is translating into real contracts and market momentum. Palantir is up some 75 since Trump's inauguration versus Apple which is down 10 percent. Anduril is still a private company, but it's up 40% on secondary markets since then. So essentially this amounts to a new tech order. It's not just Apple, Google, and Meta regulatory scrutiny Amazon in the Tariff crosshairs, the new darlings they're starting to emerge here, and that's Anduril, Palantir, SpaceX, that is reshaping the tech trade.", "reply_text": null, "parent_text": null, "quoted_text": "$PLTR valuation makes ZERO sense \n\nBut then why do institutions keep buying it?\nWhat do they know that you don't?\n\nI work in BIG DATA analytics and let me share the secrets of Palantir in the most basic way\n\nPalantir has monopoly on Automated Governance, serving as the ultimate https://t.co/XGLRmO7rq8", "parent_author": null, "ret_m1d": 0.04154913278120098, "ret_signed_m1d": 0.04154913278120098, "alpha_spy_m1d": 0.024409542041560206, "alpha_c_m1d": 0.024409542041560206, "bench_spy_m1d": 0.017139590739640775, "bench_c_m1d": 0.017139590739640775, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.014181448486528803, "ret_signed_p1d": 0.014181448486528803, "alpha_spy_p1d": 0.013786846589508794, "alpha_c_p1d": 0.013786846589508794, "bench_spy_p1d": 0.00039460189702000825, "bench_c_p1d": 0.00039460189702000825, "ret_p1w": 0.02637253488875624, "ret_signed_p1w": 0.02637253488875624, "alpha_spy_p1w": 0.01801719014623182, "alpha_c_p1w": 0.01801719014623182, "bench_spy_p1w": 0.008355344742524418, "bench_c_p1w": 0.008355344742524418, "ret_p1m": 0.16072320939226659, "ret_signed_p1m": 0.16072320939226659, "alpha_spy_p1m": 0.1357085711060706, "alpha_c_p1m": 0.1357085711060706, "bench_spy_p1m": 0.02501463828619599, "bench_c_p1m": 0.02501463828619599, "ret_p3m": 0.44327414278141486, "ret_signed_p3m": 0.44327414278141486, "alpha_spy_p3m": 0.33631568450674254, "alpha_c_p3m": 0.33631568450674254, "bench_spy_p3m": 0.10695845827467232, "bench_c_p3m": 0.10695845827467232, "ret_p6m": 0.4275999069135423, "ret_signed_p6m": 0.4275999069135423, "alpha_spy_p6m": 0.26798099719985813, "alpha_c_p6m": 0.26798099719985813, "bench_spy_p6m": 0.1596189097136842, "bench_c_p6m": 0.1596189097136842, "ret_p1y": 0.14280976081614405, "ret_signed_p1y": 0.14280976081614405, "alpha_spy_p1y": -0.13721592865934773, "alpha_c_p1y": -0.13721592865934773, "bench_spy_p1y": 0.2800256894754918, "bench_c_p1y": 0.2800256894754918, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.16072320939226659, "alpha_spy_stated": 0.1357085711060706, "alpha_c_stated": 0.1357085711060706, "price_path": [-0.1595, -0.248, -0.2715, -0.2593, -0.297, -0.2957, -0.3082, -0.3, -0.2525, -0.3327, -0.2958, -0.3666, -0.3527, -0.3063, -0.3397, -0.2848, -0.2756, -0.3043, -0.286, -0.2753, -0.2456, -0.1976, -0.1997, -0.2347, -0.2529, -0.288, -0.3, -0.2977, -0.2748, -0.3067, -0.3862, -0.3545, -0.3588, -0.2369, -0.2653, -0.2656, -0.2319, -0.1839, -0.2311, -0.2223, -0.2223, -0.247, -0.2205, -0.1639, -0.1062, -0.0647, -0.0492, -0.0373, -0.0177, -0.0363, 0.0307, 0.0265, -0.0972, -0.0838, -0.0119, -0.0272, -0.0176, 0.0624, 0.0796, 0.0625, 0.0741, 0.0477, 0.0415, 0.0, 0.0142, 0.0226, 0.0226, 0.0233, 0.0264, 0.0144, 0.0929, 0.095, 0.1044, 0.0782, -0.0056, 0.0592, 0.0952, 0.1014, 0.1311, 0.1212, 0.1395, 0.1727, 0.1461, 0.1607, 0.1607, 0.1387, 0.1604, 0.1878, 0.1851, 0.1963, 0.0843, 0.1305, 0.0838, 0.0957, 0.1143, 0.1143, 0.1538, 0.1586, 0.187, 0.1818, 0.1785, 0.2369, 0.2322, 0.2515, 0.2771, 0.2732, 0.2588, 0.2363, 0.2824, 0.2843, 0.317, 0.3093, 0.2957, 0.3154, 0.3132, 0.2794, 0.3324, 0.437, 0.489, 0.511, 0.5505, 0.515, 0.5506, 0.529, 0.5012, 0.4693, 0.4433, 0.3083, 0.2938, 0.2952, 0.3165, 0.3034, 0.3341, 0.2997, 0.3113, 0.2996, 0.2996, 0.3028, 0.2846, 0.2949, 0.2698, 0.2946, 0.3465, 0.3828, 0.3631, 0.4217, 0.4199, 0.412, 0.396, 0.4677, 0.5126, 0.4872, 0.5139, 0.4891, 0.4855, 0.4726, 0.4833, 0.5129, 0.5338, 0.5513, 0.4353, 0.4889, 0.5108, 0.5223, 0.5381, 0.455, 0.4696, 0.4906, 0.4896, 0.4772, 0.4774, 0.506, 0.5053, 0.4554, 0.4968, 0.5312, 0.5689, 0.5724, 0.6488, 0.6135, 0.6625, 0.7182, 0.5819, 0.5583, 0.4517, 0.4756, 0.6057, 0.5837, 0.5274, 0.4276]}
{"unit_id": "orig:1919477032712605785", "ticker_idx": 0, "ts": "2025-05-05T19:39:21+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Potential Surprises for $PLTR Earnings: Tariff-Driven Demand Surge... European Revenue Catalyst... Government Contract Tailwinds", "tweet_type": "analysis", "timeline": "weeks", "summary": "Bullish PLTR into earnings on tariff-driven AI tool demand, European NATO/commercial expansion, and US defense contract tailwinds.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "original", "lang": "en", "tweet_text": "Potential Surprises for $PLTR Earnings:\n\nTariff-Driven Demand Surge: Proposed tariffs under a Trump administration could disrupt global supply chains, increasing demand for Palantir’s AI-driven optimization tools. Palantir’s platforms, like Foundry, enable real-time supply chain resilience, making their services stickier as enterprises and governments navigate trade complexities\n\nEuropean Revenue Catalyst: Palantir is poised for a revenue inflection in Europe, driven by NATO’s adoption of Maven for defense analytics and expanding commercial contracts. \n\nGovernment Contract Tailwinds: Increased U.S. defense spending and potential new contracts under a pro-military administration, Golden Dome, Lethal Software for War-fighters, DoD memo on commercial software adoption.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.004120563545793932, "ret_signed_m1d": 0.004120563545793932, "alpha_spy_m1d": -0.0016469438486645949, "alpha_c_m1d": -0.0016469438486645949, "bench_spy_m1d": 0.0057675073944585264, "bench_c_m1d": 0.0057675073944585264, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.1204653505462473, "ret_signed_p1d": -0.1204653505462473, "alpha_spy_p1d": -0.11210724270605088, "alpha_c_p1d": -0.11210724270605088, "bench_spy_p1d": -0.008358107840196416, "bench_c_p1d": -0.008358107840196416, "ret_p1w": -0.04290213866537429, "ret_signed_p1w": -0.04290213866537429, "alpha_spy_p1w": -0.07747137637795287, "alpha_c_p1w": -0.07747137637795287, "bench_spy_p1w": 0.03456923771257858, "bench_c_p1w": 0.03456923771257858, "ret_p1m": 0.07594733603319925, "ret_signed_p1m": 0.07594733603319925, "alpha_spy_p1m": 0.01813101252644933, "alpha_c_p1m": 0.01813101252644933, "bench_spy_p1m": 0.05781632350674992, "bench_c_p1m": 0.05781632350674992, "ret_p3m": 0.27938927363933463, "ret_signed_p3m": 0.27938927363933463, "alpha_spy_p3m": 0.15438934228706125, "alpha_c_p3m": 0.15438934228706125, "bench_spy_p3m": 0.12499993135227339, "bench_c_p3m": 0.12499993135227339, "ret_p6m": 0.5318737274453744, "ret_signed_p6m": 0.5318737274453744, "alpha_spy_p6m": 0.3056280650206247, "alpha_c_p6m": 0.3056280650206247, "bench_spy_p6m": 0.22624566242474975, "bench_c_p6m": 0.22624566242474975, "ret_p1y": 0.2330936354253934, "ret_signed_p1y": 0.2330936354253934, "alpha_spy_p1y": -0.043482013875009384, "alpha_c_p1y": -0.043482013875009384, "bench_spy_p1y": 0.2765756493004028, "bench_c_p1y": 0.2765756493004028, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.07594733603319925, "alpha_spy_stated": 0.01813101252644933, "alpha_c_stated": 0.01813101252644933, "price_path": [-0.1811, -0.1009, -0.1044, -0.0575, -0.0901, -0.0515, -0.0473, -0.0372, -0.0372, 0.0069, -0.0946, -0.1414, -0.1811, -0.2674, -0.2903, -0.2784, -0.3151, -0.3139, -0.326, -0.3181, -0.2718, -0.3499, -0.314, -0.3829, -0.3694, -0.3241, -0.3567, -0.3032, -0.2943, -0.3222, -0.3044, -0.2939, -0.2651, -0.2183, -0.2203, -0.2544, -0.2721, -0.3064, -0.3181, -0.3158, -0.2934, -0.3246, -0.402, -0.3711, -0.3753, -0.2566, -0.2842, -0.2846, -0.2517, -0.205, -0.2509, -0.2423, -0.2423, -0.2664, -0.2406, -0.1854, -0.1292, -0.0888, -0.0737, -0.0621, -0.0431, -0.0612, 0.0041, 0.0, -0.1205, -0.1074, -0.0373, -0.0523, -0.0429, 0.035, 0.0518, 0.0351, 0.0465, 0.0207, 0.0147, -0.0258, -0.012, -0.0037, -0.0037, -0.0031, -0.0001, -0.0117, 0.0647, 0.0668, 0.0759, 0.0504, -0.0312, 0.0319, 0.067, 0.073, 0.102, 0.0923, 0.1101, 0.1425, 0.1166, 0.1308, 0.1308, 0.1093, 0.1305, 0.1572, 0.1546, 0.1655, 0.0563, 0.1014, 0.0558, 0.0675, 0.0856, 0.0856, 0.124, 0.1288, 0.1564, 0.1513, 0.1481, 0.2051, 0.2005, 0.2193, 0.2442, 0.2404, 0.2264, 0.2044, 0.2493, 0.2512, 0.283, 0.2756, 0.2623, 0.2815, 0.2794, 0.2464, 0.2981, 0.3999, 0.4506, 0.4721, 0.5105, 0.476, 0.5106, 0.4896, 0.4626, 0.4314, 0.4061, 0.2745, 0.2605, 0.2619, 0.2825, 0.2699, 0.2997, 0.2662, 0.2775, 0.2661, 0.2661, 0.2692, 0.2515, 0.2615, 0.2371, 0.2612, 0.3118, 0.3472, 0.3279, 0.3851, 0.3833, 0.3756, 0.36, 0.4298, 0.4736, 0.4489, 0.4749, 0.4508, 0.4472, 0.4347, 0.4451, 0.4739, 0.4943, 0.5113, 0.3983, 0.4505, 0.4718, 0.4831, 0.4985, 0.4175, 0.4318, 0.4522, 0.4512, 0.4391, 0.4394, 0.4672, 0.4665, 0.4179, 0.4582, 0.4917, 0.5285, 0.5319]}
{"unit_id": "thread:1923725192465088513", "ticker_idx": 0, "ts": "2025-05-17T13:00:01+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "A Potential opportunity for Palantir and its partners $ACHR (Archer) and $SRFM (Surf Air Mobility)", "tweet_type": "analysis", "timeline": "unspecified", "summary": "ATC modernization plan seen as a potential opportunity for PLTR, ACHR, and SRFM via AI/data analytics and aviation partnerships.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "self_thread", "lang": "en", "tweet_text": "🚨 $PLTR A Complete Air Traffic Control Modernization Plan was Just Announced. A Potential opportunity for Palantir and its partners $ACHR (Archer) and $SRFM (Surf Air Mobility). \n\nThe system upgrade will include “all brand new hardware, all new software” and is designed to support future traffic; he alluded to drones, eVTOLs, and advanced air mobility platforms. A new flight management system will allow direct routing and reduce airborne delays. \n\nThe partnership with Palantir positions SurfOS as a potential tool for integrating advanced data analytics and AI into ATC systems, which could support modernization efforts by improving real-time decision-making, traffic flow management, and operational efficiency. For example, SurfOS’s capabilities in schedule optimization and dispatch could align with ATC needs for managing regional air traffic, especially for smaller airports or emerging advanced air mobility (AAM) operations.\n\nPalantir Technologies, known for its AI-driven data analytics platforms like Foundry and Gotham, has a history of involvement in aviation-related projects and government modernization efforts. In 2021, the FAA signed an $18.4 million deal with Palantir to integrate disparate databases for improved aviation safety oversight, using Palantir’s data platform to enhance decision-making by analyzing data from satellite tracking, air traffic control, and pilot reports. Additionally, Palantir’s recent partnership with Archer Aviation, announced in March 2025, focuses on developing AI-based software for next-generation aviation systems, including air traffic control, movement control, and route planning. This collaboration leverages Palantir’s Foundry and Artificial Intelligence Platform (AIP) to improve efficiency, safety, and scalability in aviation systems\n\nSurf Air Mobility is actively involved in initiatives that could intersect with air traffic control (ATC) modernization. Surf Air Mobility is developing SurfOS, an AI-powered operating system designed to enhance regional air mobility. This platform, built in collaboration with Palantir since 2021, leverages Palantir’s Foundry and Artificial Intelligence Platform (AIP) to optimize airline operations, including scheduling, dispatch reliability, cost reduction, and revenue distribution. SurfOS is described as an all-in-one platform to replace outdated aviation software, with applications in air traffic control and smart scheduling to ensure operational efficiency without overloading staff.\n\nPresident Trump, who joined the briefing by phone, said the plan would “fully replace the technology at more than 4,600 air traffic control sites” and include six new coordination centers. The initiative, he said, is the first comprehensive modernization since the 1960s.\n\nOur mission is to build a brand-new, state-of-the-art system that can grow with the aviation economy,” Duffy said, calling the plan “bold” but necessary to prevent future incidents like the January 29 midair collision near Ronald Reagan Washington National Airport\n\nThe coalition is calling for $18.5 billion in emergency funding over the next three years in addition to the FAA’s annual facilities and equipment budget, citing decades of underinvestment. It applauded the administration’s $4 billion FY25 request and the House committee’s initial $12.5 billion funding package.\n\n---\n\nhttps://t.co/RpROO8niSY", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.02525134485213054, "ret_signed_m1d": 0.02525134485213054, "alpha_spy_m1d": 0.026344073296834192, "alpha_c_m1d": 0.026344073296834192, "bench_spy_m1d": -0.00109272844470365, "bench_c_m1d": -0.00109272844470365, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.005857717742723478, "ret_signed_p1d": -0.005857717742723478, "alpha_spy_p1d": -0.0024954603667804998, "alpha_c_p1d": -0.0024954603667804998, "bench_spy_p1d": -0.0033622573759429786, "bench_c_p1d": -0.0033622573759429786, "ret_p1w": -0.023905677421739324, "ret_signed_p1w": -0.023905677421739324, "alpha_spy_p1w": 0.0025547491502283526, "alpha_c_p1w": 0.0025547491502283526, "bench_spy_p1w": -0.026460426571967677, "bench_c_p1w": -0.026460426571967677, "ret_p1m": 0.0939602227906371, "ret_signed_p1m": 0.0939602227906371, "alpha_spy_p1m": 0.08945487698453647, "alpha_c_p1m": 0.08945487698453647, "bench_spy_p1m": 0.004505345806100625, "bench_c_p1m": 0.004505345806100625, "ret_p3m": 0.4329138102486929, "ret_signed_p3m": 0.4329138102486929, "alpha_spy_p3m": 0.3454856499645127, "alpha_c_p3m": 0.3454856499645127, "bench_spy_p3m": 0.08742816028418021, "bench_c_p3m": 0.08742816028418021, "ret_p6m": 0.5115966432838681, "ret_signed_p6m": 0.5115966432838681, "alpha_spy_p6m": 0.35682095071701236, "alpha_c_p6m": 0.35682095071701236, "bench_spy_p6m": 0.15477569256685575, "bench_c_p6m": 0.15477569256685575, "ret_p1y": 0.059051621522610453, "ret_signed_p1y": 0.059051621522610453, "alpha_spy_p1y": -0.18872897542010136, "alpha_c_p1y": -0.18872897542010136, "bench_spy_p1y": 0.24778059694271182, "bench_c_p1y": 0.24778059694271182, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.0939602227906371, "alpha_spy_stated": 0.08945487698453647, "alpha_c_stated": 0.08945487698453647, "price_path": [-0.113, -0.1588, -0.1977, -0.2822, -0.3047, -0.293, -0.329, -0.3278, -0.3397, -0.3319, -0.2866, -0.3631, -0.3279, -0.3954, -0.3822, -0.3378, -0.3697, -0.3173, -0.3086, -0.3359, -0.3185, -0.3082, -0.28, -0.2341, -0.2361, -0.2695, -0.2869, -0.3204, -0.3319, -0.3297, -0.3078, -0.3382, -0.4142, -0.3838, -0.388, -0.2717, -0.2987, -0.2991, -0.2668, -0.2211, -0.2661, -0.2577, -0.2577, -0.2812, -0.256, -0.2019, -0.1468, -0.1073, -0.0925, -0.0811, -0.0625, -0.0802, -0.0162, -0.0203, -0.1383, -0.1255, -0.0568, -0.0715, -0.0623, 0.014, 0.0305, 0.0142, 0.0253, 0.0, -0.0059, -0.0455, -0.032, -0.0239, -0.0239, -0.0233, -0.0203, -0.0317, 0.0431, 0.0452, 0.0541, 0.0291, -0.0508, 0.011, 0.0454, 0.0513, 0.0796, 0.0701, 0.0876, 0.1194, 0.094, 0.1079, 0.1079, 0.0868, 0.1076, 0.1338, 0.1312, 0.1419, 0.0349, 0.0791, 0.0344, 0.0458, 0.0636, 0.0636, 0.1012, 0.1059, 0.133, 0.128, 0.1248, 0.1806, 0.1761, 0.1946, 0.219, 0.2152, 0.2015, 0.18, 0.224, 0.2258, 0.257, 0.2497, 0.2368, 0.2555, 0.2535, 0.2212, 0.2717, 0.3716, 0.4212, 0.4423, 0.4799, 0.4461, 0.48, 0.4594, 0.4329, 0.4024, 0.3776, 0.2487, 0.2349, 0.2363, 0.2566, 0.2441, 0.2734, 0.2406, 0.2516, 0.2405, 0.2405, 0.2435, 0.2262, 0.236, 0.212, 0.2357, 0.2852, 0.3199, 0.301, 0.357, 0.3553, 0.3477, 0.3325, 0.4009, 0.4438, 0.4195, 0.445, 0.4214, 0.4179, 0.4056, 0.4158, 0.444, 0.464, 0.4806, 0.37, 0.4211, 0.442, 0.453, 0.4681, 0.3887, 0.4028, 0.4228, 0.4218, 0.41, 0.4102, 0.4374, 0.4368, 0.3891, 0.4286, 0.4615, 0.4975, 0.5008, 0.5737, 0.54, 0.5869, 0.64, 0.5099, 0.4874, 0.3857, 0.4085, 0.5326, 0.5116]}
{"unit_id": "thread:1923725192465088513", "ticker_idx": 1, "ts": "2025-05-17T13:00:01+00:00", "symbol": "ACHR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "A Potential opportunity for Palantir and its partners $ACHR (Archer) and $SRFM (Surf Air Mobility)", "tweet_type": "analysis", "timeline": "unspecified", "summary": "ATC modernization plan seen as a potential opportunity for PLTR, ACHR, and SRFM via AI/data analytics and aviation partnerships.", "resolved_tickers": ["ACHR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "self_thread", "lang": "en", "tweet_text": "🚨 $PLTR A Complete Air Traffic Control Modernization Plan was Just Announced. A Potential opportunity for Palantir and its partners $ACHR (Archer) and $SRFM (Surf Air Mobility). \n\nThe system upgrade will include “all brand new hardware, all new software” and is designed to support future traffic; he alluded to drones, eVTOLs, and advanced air mobility platforms. A new flight management system will allow direct routing and reduce airborne delays. \n\nThe partnership with Palantir positions SurfOS as a potential tool for integrating advanced data analytics and AI into ATC systems, which could support modernization efforts by improving real-time decision-making, traffic flow management, and operational efficiency. For example, SurfOS’s capabilities in schedule optimization and dispatch could align with ATC needs for managing regional air traffic, especially for smaller airports or emerging advanced air mobility (AAM) operations.\n\nPalantir Technologies, known for its AI-driven data analytics platforms like Foundry and Gotham, has a history of involvement in aviation-related projects and government modernization efforts. In 2021, the FAA signed an $18.4 million deal with Palantir to integrate disparate databases for improved aviation safety oversight, using Palantir’s data platform to enhance decision-making by analyzing data from satellite tracking, air traffic control, and pilot reports. Additionally, Palantir’s recent partnership with Archer Aviation, announced in March 2025, focuses on developing AI-based software for next-generation aviation systems, including air traffic control, movement control, and route planning. This collaboration leverages Palantir’s Foundry and Artificial Intelligence Platform (AIP) to improve efficiency, safety, and scalability in aviation systems\n\nSurf Air Mobility is actively involved in initiatives that could intersect with air traffic control (ATC) modernization. Surf Air Mobility is developing SurfOS, an AI-powered operating system designed to enhance regional air mobility. This platform, built in collaboration with Palantir since 2021, leverages Palantir’s Foundry and Artificial Intelligence Platform (AIP) to optimize airline operations, including scheduling, dispatch reliability, cost reduction, and revenue distribution. SurfOS is described as an all-in-one platform to replace outdated aviation software, with applications in air traffic control and smart scheduling to ensure operational efficiency without overloading staff.\n\nPresident Trump, who joined the briefing by phone, said the plan would “fully replace the technology at more than 4,600 air traffic control sites” and include six new coordination centers. The initiative, he said, is the first comprehensive modernization since the 1960s.\n\nOur mission is to build a brand-new, state-of-the-art system that can grow with the aviation economy,” Duffy said, calling the plan “bold” but necessary to prevent future incidents like the January 29 midair collision near Ronald Reagan Washington National Airport\n\nThe coalition is calling for $18.5 billion in emergency funding over the next three years in addition to the FAA’s annual facilities and equipment budget, citing decades of underinvestment. It applauded the administration’s $4 billion FY25 request and the House committee’s initial $12.5 billion funding package.\n\n---\n\nhttps://t.co/RpROO8niSY", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.16769093852853323, "ret_signed_m1d": 0.16769093852853323, "alpha_spy_m1d": 0.16878366697323688, "alpha_c_m1d": 0.171087471655611, "bench_spy_m1d": -0.00109272844470365, "bench_c_m1d": -0.003396533127077772, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.008779664482481797, "ret_signed_p1d": -0.008779664482481797, "alpha_spy_p1d": -0.0054174071065388185, "alpha_c_p1d": -0.005175314117662588, "bench_spy_p1d": -0.0033622573759429786, "bench_c_p1d": -0.003604350364819209, "ret_p1w": -0.07023706467259705, "ret_signed_p1w": -0.07023706467259705, "alpha_spy_p1w": -0.04377663810062937, "alpha_c_p1w": -0.04639288418923604, "bench_spy_p1w": -0.026460426571967677, "bench_c_p1w": -0.02384418048336101, "ret_p1m": -0.1290605990096021, "ret_signed_p1m": -0.1290605990096021, "alpha_spy_p1m": -0.13356594481570272, "alpha_c_p1m": -0.11713840131330022, "bench_spy_p1m": 0.004505345806100625, "bench_c_p1m": -0.011922197696301873, "ret_p3m": -0.12291488410931639, "ret_signed_p3m": -0.12291488410931639, "alpha_spy_p3m": -0.2103430443934966, "alpha_c_p3m": -0.17365291468531407, "bench_spy_p3m": 0.08742816028418021, "bench_c_p3m": 0.050738030575997684, "ret_p6m": -0.21510102625903216, "ret_signed_p6m": -0.21510102625903216, "alpha_spy_p6m": -0.3698767188258879, "alpha_c_p6m": -0.2918917521515342, "bench_spy_p6m": 0.15477569256685575, "bench_c_p6m": 0.07679072589250202, "ret_p1y": -0.43722566688332964, "ret_signed_p1y": -0.43722566688332964, "alpha_spy_p1y": -0.6850062638260415, "alpha_c_p1y": -0.6797131382117503, "bench_spy_p1y": 0.24778059694271182, "bench_c_p1y": 0.24248747132842063, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.1290605990096021, "alpha_spy_stated": -0.13356594481570272, "alpha_c_stated": -0.11713840131330022, "price_path": [-0.1168, -0.1106, -0.1984, -0.2669, -0.3178, -0.2792, -0.3047, -0.2204, -0.3082, -0.2994, -0.2862, -0.3363, -0.3398, -0.403, -0.4021, -0.3433, -0.3635, -0.3064, -0.2704, -0.288, -0.266, -0.273, -0.2344, -0.216, -0.2283, -0.2862, -0.3099, -0.3626, -0.3758, -0.3889, -0.3679, -0.3907, -0.4557, -0.4153, -0.4381, -0.3477, -0.3837, -0.3828, -0.3635, -0.3749, -0.381, -0.3652, -0.3652, -0.3731, -0.3556, -0.2932, -0.2485, -0.2458, -0.2511, -0.2107, -0.2687, -0.2555, -0.1844, -0.2371, -0.2511, -0.2485, -0.2309, -0.2265, -0.2028, -0.0202, 0.0395, 0.0702, 0.1677, 0.0, -0.0088, -0.05, -0.0694, -0.0702, -0.0702, -0.0413, -0.0386, -0.0694, -0.1141, -0.1457, -0.1466, -0.1536, -0.1782, -0.1054, -0.0114, -0.0009, 0.0685, 0.0299, -0.1229, -0.0887, -0.1291, -0.1045, -0.1045, -0.1185, -0.122, -0.0579, -0.1282, -0.0702, -0.0808, -0.0474, -0.1326, -0.1238, -0.1071, -0.1071, -0.1203, -0.0896, -0.0825, -0.0536, -0.0773, -0.0518, -0.0114, 0.0615, 0.1765, 0.1668, 0.0404, -0.0351, -0.0026, -0.0351, -0.0158, -0.0527, -0.1054, -0.1089, -0.1194, -0.1536, -0.0843, -0.0931, -0.1352, -0.1396, -0.1466, -0.1624, -0.1001, -0.1045, -0.1229, -0.1378, -0.1352, -0.1844, -0.1896, -0.1765, -0.151, -0.1773, -0.1861, -0.1967, -0.1923, -0.2142, -0.2142, -0.245, -0.2634, -0.2581, -0.2537, -0.2529, -0.2599, -0.2757, -0.2546, -0.2318, -0.1993, -0.2002, -0.2098, -0.1879, -0.1343, -0.1615, -0.122, -0.1475, -0.1809, -0.1853, -0.1528, -0.1589, -0.1387, -0.1062, 0.0158, 0.1975, 0.0957, 0.0939, 0.1115, 0.0509, 0.1212, 0.1431, 0.144, 0.0421, -0.0132, 0.0518, 0.0018, -0.0465, -0.0421, -0.0088, -0.0044, -0.0219, -0.0184, -0.0378, -0.0149, -0.0852, -0.1607, -0.1598, -0.2204, -0.2818, -0.2581, -0.2151]}
{"unit_id": "thread:1923725192465088513", "ticker_idx": 2, "ts": "2025-05-17T13:00:01+00:00", "symbol": "SRFM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "A Potential opportunity for Palantir and its partners $ACHR (Archer) and $SRFM (Surf Air Mobility)", "tweet_type": "analysis", "timeline": "unspecified", "summary": "ATC modernization plan seen as a potential opportunity for PLTR, ACHR, and SRFM via AI/data analytics and aviation partnerships.", "resolved_tickers": ["SRFM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Airlines'", "bench_c_industry": "Airlines", "unit_kind": "self_thread", "lang": "en", "tweet_text": "🚨 $PLTR A Complete Air Traffic Control Modernization Plan was Just Announced. A Potential opportunity for Palantir and its partners $ACHR (Archer) and $SRFM (Surf Air Mobility). \n\nThe system upgrade will include “all brand new hardware, all new software” and is designed to support future traffic; he alluded to drones, eVTOLs, and advanced air mobility platforms. A new flight management system will allow direct routing and reduce airborne delays. \n\nThe partnership with Palantir positions SurfOS as a potential tool for integrating advanced data analytics and AI into ATC systems, which could support modernization efforts by improving real-time decision-making, traffic flow management, and operational efficiency. For example, SurfOS’s capabilities in schedule optimization and dispatch could align with ATC needs for managing regional air traffic, especially for smaller airports or emerging advanced air mobility (AAM) operations.\n\nPalantir Technologies, known for its AI-driven data analytics platforms like Foundry and Gotham, has a history of involvement in aviation-related projects and government modernization efforts. In 2021, the FAA signed an $18.4 million deal with Palantir to integrate disparate databases for improved aviation safety oversight, using Palantir’s data platform to enhance decision-making by analyzing data from satellite tracking, air traffic control, and pilot reports. Additionally, Palantir’s recent partnership with Archer Aviation, announced in March 2025, focuses on developing AI-based software for next-generation aviation systems, including air traffic control, movement control, and route planning. This collaboration leverages Palantir’s Foundry and Artificial Intelligence Platform (AIP) to improve efficiency, safety, and scalability in aviation systems\n\nSurf Air Mobility is actively involved in initiatives that could intersect with air traffic control (ATC) modernization. Surf Air Mobility is developing SurfOS, an AI-powered operating system designed to enhance regional air mobility. This platform, built in collaboration with Palantir since 2021, leverages Palantir’s Foundry and Artificial Intelligence Platform (AIP) to optimize airline operations, including scheduling, dispatch reliability, cost reduction, and revenue distribution. SurfOS is described as an all-in-one platform to replace outdated aviation software, with applications in air traffic control and smart scheduling to ensure operational efficiency without overloading staff.\n\nPresident Trump, who joined the briefing by phone, said the plan would “fully replace the technology at more than 4,600 air traffic control sites” and include six new coordination centers. The initiative, he said, is the first comprehensive modernization since the 1960s.\n\nOur mission is to build a brand-new, state-of-the-art system that can grow with the aviation economy,” Duffy said, calling the plan “bold” but necessary to prevent future incidents like the January 29 midair collision near Ronald Reagan Washington National Airport\n\nThe coalition is calling for $18.5 billion in emergency funding over the next three years in addition to the FAA’s annual facilities and equipment budget, citing decades of underinvestment. It applauded the administration’s $4 billion FY25 request and the House committee’s initial $12.5 billion funding package.\n\n---\n\nhttps://t.co/RpROO8niSY", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.015564187895738879, "ret_signed_m1d": 0.015564187895738879, "alpha_spy_m1d": 0.01665691634044253, "alpha_c_m1d": 0.01896072102281665, "bench_spy_m1d": -0.00109272844470365, "bench_c_m1d": -0.003396533127077772, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.01167314092180427, "ret_signed_p1d": 0.01167314092180427, "alpha_spy_p1d": 0.015035398297747249, "alpha_c_p1d": 0.015277491286623479, "bench_spy_p1d": -0.0033622573759429786, "bench_c_p1d": -0.003604350364819209, "ret_p1w": 0.0077820939478694395, "ret_signed_p1w": 0.0077820939478694395, "alpha_spy_p1w": 0.034242520519837116, "alpha_c_p1w": 0.03162627443123045, "bench_spy_p1w": -0.026460426571967677, "bench_c_p1w": -0.02384418048336101, "ret_p1m": -0.21789881608009976, "ret_signed_p1m": -0.21789881608009976, "alpha_spy_p1m": -0.22240416188620038, "alpha_c_p1m": -0.20597661838379788, "bench_spy_p1m": 0.004505345806100625, "bench_c_p1m": -0.011922197696301873, "ret_p3m": 0.848249075246668, "ret_signed_p3m": 0.848249075246668, "alpha_spy_p3m": 0.7608209149624878, "alpha_c_p3m": 0.7975110446706704, "bench_spy_p3m": 0.08742816028418021, "bench_c_p3m": 0.050738030575997684, "ret_p6m": 0.18287939331468728, "ret_signed_p6m": 0.18287939331468728, "alpha_spy_p6m": 0.028103700747831528, "alpha_c_p6m": 0.10608866742218526, "bench_spy_p6m": 0.15477569256685575, "bench_c_p6m": 0.07679072589250202, "ret_p1y": -0.46692605433661605, "ret_signed_p1y": -0.46692605433661605, "alpha_spy_p1y": -0.7147066512793279, "alpha_c_p1y": -0.7094135256650367, "bench_spy_p1y": 0.24778059694271182, "bench_c_p1y": 0.24248747132842063, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.21789881608009976, "alpha_spy_stated": -0.22240416188620038, "alpha_c_stated": -0.20597661838379788, "price_path": [0.8366, 0.6537, 0.5136, 0.393, 0.3113, 0.3735, 0.2957, 0.3346, 0.2257, 0.2529, 0.6265, 0.4708, 0.6187, 0.4786, 0.3969, 0.4514, 0.3813, 0.428, 0.6187, 0.4942, 0.5681, 0.4397, 0.4475, 0.4825, 0.5097, 0.4047, 0.3502, 0.2957, 0.0389, 0.035, -0.0039, -0.0739, -0.1401, -0.1401, -0.1868, -0.035, -0.0817, -0.0817, -0.0545, -0.0428, -0.0467, -0.0311, -0.0311, -0.0934, -0.0895, -0.0584, -0.0311, -0.0039, -0.0195, -0.0272, -0.0467, -0.0467, -0.0233, -0.0506, -0.0467, -0.0584, -0.0272, 0.0428, 0.0661, 0.1167, 0.0311, -0.0311, 0.0156, 0.0, 0.0117, -0.0467, -0.0233, 0.0078, 0.0078, -0.0272, 0.07, -0.0778, -0.0934, -0.1595, -0.0195, -0.0506, -0.0817, -0.07, 0.0117, -0.0233, -0.0661, -0.1323, -0.1946, -0.2374, -0.2179, -0.1946, -0.1946, -0.2529, -0.2568, 0.4008, -0.0117, 0.3268, 0.2724, 0.4358, 0.3268, 0.2957, 0.5953, 0.5953, 0.7704, 1.3735, 1.6187, 1.9494, 2.4241, 1.607, 1.3152, 1.4163, 1.3035, 1.0623, 0.9261, 0.9844, 0.9222, 1.1829, 1.2529, 0.9883, 0.8171, 0.7237, 0.6265, 0.5409, 0.7276, 0.6732, 0.5875, 0.6187, 0.5525, 0.6031, 0.6304, 0.8988, 0.8482, 0.7237, 0.7043, 0.6342, 0.6031, 0.7121, 0.8132, 0.7237, 0.8988, 0.751, 0.7471, 0.6887, 0.6887, 0.6342, 0.5837, 0.5642, 0.5486, 0.5759, 0.5837, 0.537, 0.6109, 0.7082, 0.6304, 0.6887, 0.6615, 0.7626, 0.751, 0.7743, 0.7354, 0.677, 0.5953, 0.572, 0.6537, 0.6693, 0.7432, 0.8405, 0.8132, 1.0, 0.9261, 1.1206, 1.0973, 0.9455, 0.9961, 0.9805, 1.1128, 0.93, 0.8016, 0.8872, 0.786, 0.6654, 0.6615, 0.6965, 0.642, 0.572, 0.5409, 0.5058, 0.5798, 0.4981, 0.3385, 0.3696, 0.2879, 0.2918, 0.2218, 0.1829]}
{"unit_id": "quote:1898358043470918067", "ticker_idx": 0, "ts": "2025-03-08T13:00:02+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The impact of Palantir is not 2x. It's x^2, exponential and also compounded", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Bullish PLTR: impact of Palantir's Warp Speed OS adoption is exponential and compounding, not linear.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "$PLTR\n\nThe impact of Palantir is not 2x.\n\nIt's x^2, exponential and also compounded https://t.co/5thyPQDz0B", "reply_text": null, "parent_text": null, "quoted_text": "🔥 $642M CONTRACT AWARDED TO @anduriltech TODAY for Unmanned Aircraft Systems\n\nAnduril uses $PLTR Warp Speed OS for manufacturing! 👍\n\n\"Anduril Federal, a Division of Anduril Industries Inc. was awarded a $642,210,000 contract to deliver, install, and sustain Installation-Counter https://t.co/OAM8IknD0r", "parent_author": null, "ret_m1d": 0.11167853777724113, "ret_signed_m1d": 0.11167853777724113, "alpha_spy_m1d": 0.08431415894506356, "alpha_c_m1d": 0.08431415894506356, "bench_spy_m1d": 0.02736437883217757, "bench_c_m1d": 0.02736437883217757, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.021864439099140043, "ret_signed_p1d": 0.021864439099140043, "alpha_spy_p1d": 0.030177330276511927, "alpha_c_p1d": 0.030177330276511927, "bench_spy_p1d": -0.008312891177371884, "bench_c_p1d": -0.008312891177371884, "ret_p1w": 0.14362400648308782, "ret_signed_p1w": 0.14362400648308782, "alpha_spy_p1w": 0.1319040093313868, "alpha_c_p1w": 0.1319040093313868, "bench_spy_p1w": 0.011719997151701023, "bench_c_p1w": 0.011719997151701023, "ret_p1m": 0.012306919026030538, "ret_signed_p1m": 0.012306919026030538, "alpha_spy_p1m": 0.12398853280222932, "alpha_c_p1m": 0.12398853280222932, "bench_spy_p1m": -0.11168161377619878, "bench_c_p1m": -0.11168161377619878, "ret_p3m": 0.5699136943441492, "ret_signed_p3m": 0.5699136943441492, "alpha_spy_p3m": 0.5088091545742213, "alpha_c_p3m": 0.5088091545742213, "bench_spy_p3m": 0.06110453976992791, "bench_c_p3m": 0.06110453976992791, "ret_p6m": 1.05669025905681, "ret_signed_p6m": 1.05669025905681, "alpha_spy_p6m": 0.9077113775545735, "alpha_c_p6m": 0.9077113775545735, "bench_spy_p6m": 0.14897888150223637, "bench_c_p6m": 0.14897888150223637, "ret_p1y": 0.7568736222414738, "ret_signed_p1y": 0.7568736222414738, "alpha_spy_p1y": 0.5058660586345396, "alpha_c_p1y": 0.5058660586345396, "bench_spy_p1y": 0.2510075636069342, "bench_c_p1y": 0.2510075636069342, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.012306919026030538, "alpha_spy_stated": 0.12398853280222932, "alpha_c_stated": 0.12398853280222932, "price_path": [-0.0507, -0.0416, -0.0041, -0.0082, -0.0261, -0.0638, -0.0284, 0.0546, 0.0564, 0.0786, 0.0786, 0.0754, 0.0353, 0.0105, -0.0098, -0.0098, -0.0156, 0.046, -0.006, -0.0837, -0.1067, -0.1067, -0.1194, -0.1493, -0.1371, -0.1079, -0.0935, -0.0604, -0.0604, -0.0433, 0.0064, 0.034, 0.034, -0.0123, 0.0504, 0.0443, 0.0634, 0.08, 0.0964, 0.3594, 0.327, 0.4569, 0.4513, 0.5272, 0.4745, 0.5369, 0.5437, 0.5601, 0.5601, 0.6316, 0.4671, 0.3913, 0.3269, 0.1872, 0.15, 0.1693, 0.1098, 0.1118, 0.0922, 0.105, 0.18, 0.0534, 0.1117, 0.0, 0.0219, 0.0952, 0.0424, 0.1291, 0.1436, 0.0983, 0.1273, 0.1441, 0.1909, 0.2667, 0.2634, 0.2082, 0.1795, 0.124, 0.105, 0.1087, 0.1449, 0.0945, -0.031, 0.0191, 0.0123, 0.2046, 0.1599, 0.1593, 0.2126, 0.2883, 0.2138, 0.2278, 0.2278, 0.1888, 0.2306, 0.32, 0.4111, 0.4766, 0.501, 0.5198, 0.5507, 0.5213, 0.6271, 0.6205, 0.4252, 0.4465, 0.56, 0.5357, 0.5509, 0.6771, 0.7044, 0.6774, 0.6957, 0.654, 0.6443, 0.5787, 0.6011, 0.6144, 0.6144, 0.6155, 0.6203, 0.6015, 0.7253, 0.7287, 0.7435, 0.7021, 0.5699, 0.6722, 0.729, 0.7388, 0.7857, 0.77, 0.7989, 0.8514, 0.8094, 0.8324, 0.8324, 0.7976, 0.8319, 0.8752, 0.8709, 0.8886, 0.7117, 0.7848, 0.7109, 0.7298, 0.7591, 0.7591, 0.8214, 0.8291, 0.8739, 0.8657, 0.8604, 0.9527, 0.9453, 0.9758, 1.0161, 1.01, 0.9873, 0.9517, 1.0245, 1.0275, 1.0791, 1.067, 1.0456, 1.0766, 1.0732, 1.0198, 1.1034, 1.2685, 1.3506, 1.3854, 1.4478, 1.3917, 1.4479, 1.4139, 1.37, 1.3196, 1.2785, 1.0653, 1.0426, 1.0448, 1.0783, 1.0577, 1.1062, 1.0518, 1.0702, 1.0517, 1.0517, 1.0567]}
{"unit_id": "quote:1905430323707658711", "ticker_idx": 0, "ts": "2025-03-28T01:22:45+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$RKLB & @DeptofDefense Relationship is Flourishing", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish RKLB on growing DoD relationship: HASTE launches + Neutron selected for $5.6B NSSL program.", "resolved_tickers": ["RKLB"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "quote", "lang": "en", "tweet_text": "🔥 $RKLB & @DeptofDefense Relationship is Flourishing\n\nElectron HASTE is a Hypersonic Weapon Test, \"faster than the fastest fighter jet that you know about\"\n\nNeutron was just selected for $5.6B National Security Space Launch Program https://t.co/mCsQveJfGj", "reply_text": null, "parent_text": null, "quoted_text": "$RKLB has conducted two successful HASTE launches for @DeptofDefense in the last 3 weeks. \n\nWhat is HASTE and why does it cost $10M per launch, well above $8.4M Electron average?\n\nHASTE is basically a Hypersonic Weapon Validation Launch. The Hypersonic Accelerator Suborbital Test https://t.co/hD6radq9pH", "parent_author": null, "ret_m1d": -0.01074117905075711, "ret_signed_m1d": -0.01074117905075711, "alpha_spy_m1d": -0.03129338751927835, "alpha_c_m1d": -0.03179369904019891, "bench_spy_m1d": 0.020552208468521238, "bench_c_m1d": 0.021052519989441798, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0397423010265161, "ret_signed_p1d": -0.0397423010265161, "alpha_spy_p1d": -0.046454990263668394, "alpha_c_p1d": -0.04681090690647549, "bench_spy_p1d": 0.006712689237152292, "bench_c_p1d": 0.007068605879959389, "ret_p1w": -0.12083780336137917, "ret_signed_p1w": -0.12083780336137917, "alpha_spy_p1w": -0.0301708295607388, "alpha_c_p1w": -0.027022976441215873, "bench_spy_p1w": -0.09066697380064037, "bench_c_p1w": -0.0938148269201633, "ret_p1m": 0.2175080050762923, "ret_signed_p1m": 0.2175080050762923, "alpha_spy_p1m": 0.22616430433765589, "alpha_c_p1m": 0.2229632931424692, "bench_spy_p1m": -0.008656299261363576, "bench_c_p1m": -0.0054552880661769, "ret_p3m": 0.7373790019363378, "ret_signed_p3m": 0.7373790019363378, "alpha_spy_p3m": 0.6415381647616021, "alpha_c_p3m": 0.6292915324648443, "bench_spy_p3m": 0.09584083717473568, "bench_c_p3m": 0.1080874694714935, "ret_p6m": 1.675080511722562, "ret_signed_p6m": 1.675080511722562, "alpha_spy_p6m": 1.4681092685517632, "alpha_c_p6m": 1.4910643705638937, "bench_spy_p6m": 0.20697124317079885, "bench_c_p6m": 0.18401614115866827, "ret_p1y": 3.220730010510904, "ret_signed_p1y": 3.220730010510904, "alpha_spy_p1y": 3.0030218507572766, "alpha_c_p1y": 2.927828823293855, "bench_spy_p1y": 0.21770815975362745, "bench_c_p1y": 0.2929011872170486, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.2175080050762923, "alpha_spy_stated": 0.22616430433765589, "alpha_c_stated": 0.2229632931424692, "price_path": [0.3679, 0.3679, 0.3405, 0.5435, 0.5467, 0.5011, 0.4694, 0.4694, 0.4452, 0.2841, 0.2975, 0.3357, 0.3233, 0.2889, 0.2889, 0.6794, 0.5908, 0.6955, 0.6305, 0.5806, 0.5564, 0.5505, 0.5322, 0.5602, 0.5242, 0.5403, 0.536, 0.4866, 0.4721, 0.6434, 0.5156, 0.4834, 0.5199, 0.5048, 0.5048, 0.4898, 0.3926, 0.3566, 0.2648, 0.2078, 0.0892, 0.1412, 0.065, 0.1004, 0.0021, 0.0201, 0.0956, 0.0021, 0.0097, -0.0806, -0.0424, -0.0102, -0.0564, 0.0102, 0.0258, -0.0344, 0.0086, -0.0048, 0.0172, 0.0854, 0.0886, 0.044, -0.0107, 0.0, -0.0397, -0.0252, 0.0387, -0.0392, -0.1208, -0.0591, -0.0773, 0.1058, 0.0542, 0.0542, 0.0274, 0.1316, 0.0728, 0.0602, 0.0602, 0.0016, 0.0226, 0.0897, 0.1751, 0.2019, 0.2175, 0.203, 0.1702, 0.188, 0.2347, 0.2073, 0.2014, 0.1971, 0.2406, 0.1015, 0.1418, 0.1724, 0.2959, 0.3545, 0.3733, 0.3856, 0.3963, 0.3518, 0.3867, 0.3652, 0.3652, 0.5446, 0.5537, 0.4689, 0.4388, 0.4286, 0.435, 0.4452, 0.4205, 0.5532, 0.5918, 0.4592, 0.4694, 0.4178, 0.3647, 0.4259, 0.4189, 0.4957, 0.4957, 0.6133, 0.7605, 0.797, 0.7374, 0.9409, 0.9001, 0.9211, 0.8437, 0.9162, 0.9151, 0.9151, 1.0881, 1.0806, 1.102, 1.0999, 1.0961, 1.3206, 1.3953, 1.5612, 1.7567, 1.7599, 1.5344, 1.5177, 1.6396, 1.5849, 1.5473, 1.4227, 1.3518, 1.4941, 1.4662, 1.4066, 1.3921, 1.4033, 1.3684, 1.3743, 1.4001, 1.4178, 1.3324, 1.3093, 1.2991, 1.3776, 1.4151, 1.1976, 1.1853, 1.2304, 1.3835, 1.536, 1.5849, 1.4839, 1.573, 1.6101, 1.6101, 1.6482, 1.3378, 1.3088, 1.4619, 1.5634, 1.5258, 1.4796, 1.601, 1.8647, 1.9023, 1.5373, 1.5822, 1.5338, 1.5666, 1.6751]}
{"unit_id": "quote:1915822225590308955", "ticker_idx": 0, "ts": "2025-04-25T17:36:27+00:00", "symbol": "HOOD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$56 incoming once we breakout of this formation", "tweet_type": "prediction", "timeline": "weeks", "summary": "Bullish HOOD targeting $56 on a double-top breakout formation.", "resolved_tickers": ["HOOD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "quote", "lang": "en", "tweet_text": "$HOOD is having a DOUBLE TOP moment\n\n$56 incoming once we breakout of this formation https://t.co/Ktnj9Ve7yh", "reply_text": null, "parent_text": null, "quoted_text": "$HOOD BREAKING OUT\n\nNearing $49.8, a local top.\n\nWe shared this BLUE smart candle signal last week. We are up +27%. https://t.co/ENSShu1HEt", "parent_author": null, "ret_m1d": -0.026289165156794803, "ret_signed_m1d": -0.026289165156794803, "alpha_spy_m1d": -0.01911557287873633, "alpha_c_m1d": -0.03107891985772826, "bench_spy_m1d": -0.0071735922780584715, "bench_c_m1d": 0.004789754700933457, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.010515681491220286, "ret_signed_p1d": -0.010515681491220286, "alpha_spy_p1d": -0.010896954211483068, "alpha_c_p1d": -0.013639423998475952, "bench_spy_p1d": 0.0003812727202627819, "bench_c_p1d": 0.003123742507255667, "ret_p1w": -0.01739131642230618, "ret_signed_p1w": -0.01739131642230618, "alpha_spy_p1w": -0.04666613728201552, "alpha_c_p1w": -0.05362613048357534, "bench_spy_p1w": 0.02927482085970934, "bench_c_p1w": 0.03623481406126916, "ret_p1m": 0.27745191495099797, "ret_signed_p1m": 0.27745191495099797, "alpha_spy_p1m": 0.22574854647620457, "alpha_c_p1m": 0.23517781680627703, "bench_spy_p1m": 0.0517033684747934, "bench_c_p1m": 0.04227409814472094, "ret_p3m": 1.0643073863723589, "ret_signed_p3m": 1.0643073863723589, "alpha_spy_p3m": 0.9091337729624398, "alpha_c_p3m": 0.9547284517086767, "bench_spy_p3m": 0.1551736134099191, "bench_c_p3m": 0.10957893466368218, "ret_p6m": 1.746208310547364, "ret_signed_p6m": 1.746208310547364, "alpha_spy_p6m": 1.520087622219716, "alpha_c_p6m": 1.6394757869796581, "bench_spy_p6m": 0.2261206883276481, "bench_c_p6m": 0.1067325235677059, "ret_p1y": 0.5993932278594627, "ret_signed_p1y": 0.5993932278594627, "alpha_spy_p1y": 0.3237486751979104, "alpha_c_p1y": 0.5044414609402432, "bench_spy_p1y": 0.2756445526615523, "bench_c_p1y": 0.09495176691921947, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.27745191495099797, "alpha_spy_stated": 0.22574854647620457, "alpha_c_stated": 0.23517781680627703, "price_path": [-0.001, 0.0344, 0.0718, 0.0506, 0.0495, 0.0633, 0.0961, 0.0752, 0.1296, 0.1379, 0.0787, 0.1306, 0.2902, 0.3201, 0.3201, 0.2222, 0.1978, 0.1337, 0.0435, 0.0097, -0.0714, -0.0121, -0.0135, 0.0131, -0.0518, -0.0653, -0.0269, -0.0932, -0.1017, -0.2795, -0.2647, -0.2129, -0.2716, -0.2065, -0.1503, -0.1891, -0.1345, -0.1171, -0.1029, -0.022, -0.0263, -0.0954, -0.1104, -0.1523, -0.1583, -0.1474, -0.1369, -0.2263, -0.3021, -0.2839, -0.309, -0.1464, -0.1808, -0.1167, -0.1074, -0.1086, -0.1778, -0.1672, -0.1672, -0.1941, -0.1488, -0.0969, -0.0263, 0.0, -0.0105, -0.0016, -0.0069, -0.0572, -0.0174, -0.0283, -0.0154, 0.0109, 0.0934, 0.1052, 0.1614, 0.2653, 0.2415, 0.2271, 0.2489, 0.2997, 0.3126, 0.2914, 0.3098, 0.2775, 0.2775, 0.3351, 0.3173, 0.2932, 0.3377, 0.3747, 0.4504, 0.4615, 0.4663, 0.5143, 0.4843, 0.4663, 0.5143, 0.4932, 0.4681, 0.5521, 0.5157, 0.5844, 0.5844, 0.5875, 0.544, 0.6584, 0.6734, 0.7092, 0.6791, 0.8934, 0.8671, 0.9814, 0.909, 0.909, 0.89, 0.8457, 0.9118, 0.996, 0.9887, 1.0214, 1.0129, 1.088, 1.1325, 1.2192, 1.11, 1.0597, 1.0643, 1.0613, 1.1203, 1.1592, 1.0894, 1.1456, 1.0839, 1.0202, 1.1511, 1.1327, 1.1365, 1.2493, 1.3181, 1.2977, 1.3072, 1.1966, 1.2388, 1.3088, 1.326, 1.1739, 1.1302, 1.1496, 1.2107, 1.1828, 1.2002, 1.0813, 1.0969, 1.1037, 1.1037, 1.0392, 1.0388, 1.0811, 1.0475, 1.3717, 1.3964, 1.3753, 1.3812, 1.3262, 1.3221, 1.3737, 1.3992, 1.4451, 1.5234, 1.5256, 1.5521, 1.5642, 1.4803, 1.4627, 1.7648, 1.8954, 1.8138, 1.9464, 2.0065, 1.9173, 1.9323, 2.051, 2.0831, 1.8101, 1.8449, 1.729, 1.7128, 1.658, 1.6271, 1.7462]}
{"unit_id": "orig:1912765970072150410", "ticker_idx": 0, "ts": "2025-04-17T07:11:59+00:00", "symbol": "TSM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$TSM is on 🔥", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Bullish TSM on blowout Q1 beat and Q2 guide well above consensus; durable earnings strength.", "resolved_tickers": ["TSM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "$TSM is on 🔥\n\nQ1 REVENUE: $25.8B vs. $25.2B estimated\nQ1 NET INCOME: $11.2B vs. $10.9B estimated\nQ2 GUIDE: $28.4-$29.2B vs. $26.4B estimated", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.0004611308246210699, "ret_signed_m1d": -0.0004611308246210699, "alpha_spy_m1d": 0.000963553665436101, "alpha_c_m1d": -0.009914240005225783, "bench_spy_m1d": -0.001424684490057171, "bench_c_m1d": 0.009453109180604713, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0, "ret_signed_p1d": 0.0, "alpha_spy_p1d": 0.0, "alpha_c_p1d": 0.0, "bench_spy_p1d": 0.0, "bench_c_p1d": 0.0, "ret_p1w": 0.08198240743556373, "ret_signed_p1w": 0.08198240743556373, "alpha_spy_p1w": 0.04345725511707399, "alpha_c_p1w": -0.003406899896379656, "bench_spy_p1w": 0.03852515231848974, "bench_c_p1w": 0.08538930733194339, "ret_p1m": 0.27995273791707653, "ret_signed_p1m": 0.27995273791707653, "alpha_spy_p1m": 0.15117475789322943, "alpha_c_p1m": 4.8294567798201626e-05, "bench_spy_p1m": 0.1287779800238471, "bench_c_p1m": 0.27990444334927833, "ret_p3m": 0.5672625482381211, "ret_signed_p3m": 0.5672625482381211, "alpha_spy_p3m": 0.3819142353963605, "alpha_c_p3m": 0.056848633454752884, "bench_spy_p3m": 0.18534831284176057, "bench_c_p3m": 0.5104139147833682, "ret_p6m": 0.8622307629669193, "ret_signed_p6m": 0.8622307629669193, "alpha_spy_p6m": 0.614598094294305, "alpha_c_p6m": 0.17241622456422956, "bench_spy_p6m": 0.24763266867261424, "bench_c_p6m": 0.6898145384026897, "ret_p1y": 1.2801693745049656, "ret_signed_p1y": 1.2801693745049656, "alpha_spy_p1y": 1.0140769476724554, "alpha_c_p1y": 0.21705123178739205, "bench_spy_p1y": 0.2660924268325102, "bench_c_p1y": 1.0631181427175735, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.27995273791707653, "alpha_spy_stated": 0.15117475789322943, "alpha_c_stated": 4.8294567798201626e-05, "price_path": [0.3884, 0.4357, 0.4652, 0.4746, 0.4566, 0.2624, 0.3287, 0.3282, 0.3664, 0.3741, 0.3116, 0.3395, 0.3692, 0.3819, 0.3531, 0.3651, 0.3703, 0.3548, 0.3249, 0.3385, 0.3385, 0.3309, 0.3192, 0.3136, 0.3014, 0.2581, 0.2431, 0.2776, 0.1888, 0.1851, 0.1355, 0.1816, 0.2097, 0.1544, 0.1626, 0.1203, 0.1224, 0.1631, 0.1264, 0.1428, 0.157, 0.141, 0.1451, 0.1696, 0.1647, 0.1939, 0.1922, 0.1434, 0.1087, 0.089, 0.094, 0.1114, 0.1229, 0.0372, -0.0326, -0.0367, -0.0683, 0.0462, -0.004, 0.0352, 0.027, 0.0368, -0.0005, 0.0, 0.0, -0.0256, -0.0022, 0.04, 0.082, 0.088, 0.0768, 0.084, 0.0985, 0.1383, 0.1815, 0.1625, 0.1354, 0.1503, 0.1547, 0.1633, 0.2322, 0.2784, 0.2835, 0.28, 0.28, 0.2752, 0.2749, 0.2637, 0.2929, 0.2652, 0.2652, 0.3028, 0.2926, 0.2993, 0.274, 0.284, 0.3023, 0.3339, 0.3401, 0.3522, 0.3642, 0.4002, 0.411, 0.4249, 0.3963, 0.4266, 0.4148, 0.4122, 0.4122, 0.3858, 0.3911, 0.4557, 0.4733, 0.4817, 0.5118, 0.4981, 0.4861, 0.5451, 0.553, 0.553, 0.5158, 0.5071, 0.5335, 0.5197, 0.5239, 0.5125, 0.5673, 0.5713, 0.6245, 0.5901, 0.5798, 0.5517, 0.5896, 0.598, 0.6245, 0.6056, 0.5962, 0.6067, 0.5982, 0.5558, 0.5808, 0.5376, 0.5304, 0.6048, 0.5995, 0.6013, 0.6158, 0.597, 0.5941, 0.58, 0.5968, 0.5392, 0.512, 0.5036, 0.5411, 0.5583, 0.579, 0.5827, 0.576, 0.527, 0.527, 0.5106, 0.5305, 0.5558, 0.61, 0.635, 0.6597, 0.7226, 0.7125, 0.7153, 0.7289, 0.7388, 0.7437, 0.7825, 0.7575, 0.809, 0.8758, 0.8626, 0.8357, 0.8138, 0.8129, 0.8531, 0.9141, 0.9117, 0.9387, 1.0065, 0.9509, 1.0205, 0.9898, 0.8622]}
{"unit_id": "quote:1924227378123084031", "ticker_idx": 0, "ts": "2025-05-18T22:15:32+00:00", "symbol": "TMDX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$TMDX Bullish weekly BLUE candle signals have the potential to deliver over 100% returns", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish TMDX on cup-and-handle formation with 100%+ return potential flagged by weekly buy signals.", "resolved_tickers": ["TMDX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Medical Devices'", "bench_c_industry": "Medical Devices", "unit_kind": "quote", "lang": "en", "tweet_text": "🟦 $TMDX Bullish weekly BLUE candle signals have the potential to deliver over 100% returns.\n\nNot only that, weekly PINK candles have preserved all your gains. Our system just works. Try for free!\n\nA C&H pattern is in formation 👇 https://t.co/cLY5mdn4dJ", "reply_text": null, "parent_text": null, "quoted_text": "Don't minimize costs; maximize your returns.\n\nIf you follow me because of $PLTR, that's a great start. Now, invest in a Modern System that gives you a huge advantage. It was developed by two data scientists and costs only 67 cents a day. You can try for free. https://t.co/nrgkgSCx2q", "parent_author": null, "ret_m1d": -0.004258776818712451, "ret_signed_m1d": -0.004258776818712451, "alpha_spy_m1d": -0.003166048374008801, "alpha_c_m1d": 0.005267117956452516, "bench_spy_m1d": -0.00109272844470365, "bench_c_m1d": -0.009525894775164967, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.02137592664183985, "ret_signed_p1d": 0.02137592664183985, "alpha_spy_p1d": 0.024738184017782827, "alpha_c_p1d": 0.0189198631974814, "bench_spy_p1d": -0.0033622573759429786, "bench_c_p1d": 0.0024560634443584473, "ret_p1w": 0.017608530325531557, "ret_signed_p1w": 0.017608530325531557, "alpha_spy_p1w": 0.044068956897499234, "alpha_c_p1w": 0.047600285400885234, "bench_spy_p1w": -0.026460426571967677, "bench_c_p1w": -0.029991755075353677, "ret_p1m": 0.11547910442529252, "ret_signed_p1m": 0.11547910442529252, "alpha_spy_p1m": 0.1109737586191919, "alpha_c_p1m": 0.12217697379373738, "bench_spy_p1m": 0.004505345806100625, "bench_c_p1m": -0.006697869368444853, "ret_p3m": 0.06257172083963836, "ret_signed_p3m": 0.06257172083963836, "alpha_spy_p3m": -0.024856439444541856, "alpha_c_p3m": 0.06086364457489801, "bench_spy_p3m": 0.08742816028418021, "bench_c_p3m": 0.0017080762647403436, "ret_p6m": 0.00032760782987084625, "ret_signed_p6m": 0.00032760782987084625, "alpha_spy_p6m": -0.1544480847369849, "alpha_c_p6m": -0.13155984140266153, "bench_spy_p6m": 0.15477569256685575, "bench_c_p6m": 0.13188744923253237, "ret_p1y": -0.4027846103175784, "ret_signed_p1y": -0.4027846103175784, "alpha_spy_p1y": -0.6505652072602902, "alpha_c_p1y": -0.5041696694274888, "bench_spy_p1y": 0.24778059694271182, "bench_c_p1y": 0.10138505910991036, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.11547910442529252, "alpha_spy_stated": 0.1109737586191919, "alpha_c_stated": 0.12217697379373738, "price_path": [-0.3495, -0.3821, -0.4107, -0.3684, -0.4021, -0.3959, -0.4093, -0.3749, -0.4322, -0.434, -0.4477, -0.4653, -0.4475, -0.4592, -0.4459, -0.4506, -0.473, -0.4387, -0.4456, -0.435, -0.424, -0.4362, -0.4345, -0.4147, -0.4202, -0.4241, -0.4231, -0.4383, -0.449, -0.4409, -0.4012, -0.4188, -0.4458, -0.4337, -0.4435, -0.3824, -0.3745, -0.34, -0.2888, -0.286, -0.3007, -0.2773, -0.2773, -0.2816, -0.253, -0.2445, -0.2287, -0.2342, -0.2613, -0.243, -0.2464, -0.2592, -0.2631, -0.2448, -0.2352, -0.2153, -0.2367, -0.0868, -0.0276, 0.0001, 0.0021, -0.0024, -0.0043, 0.0, 0.0214, -0.0065, 0.0102, 0.0176, 0.0176, 0.0527, 0.0534, 0.0458, 0.0411, 0.0151, 0.0544, 0.0631, 0.1105, 0.1388, 0.1417, 0.1536, 0.1702, 0.1715, 0.1702, 0.1627, 0.1155, 0.0156, 0.0156, 0.012, 0.0445, 0.0863, 0.0531, 0.0652, 0.0766, 0.0975, 0.0655, 0.0458, 0.0581, 0.0581, 0.0251, 0.0215, 0.0353, 0.0219, -0.079, -0.0428, -0.0526, -0.0719, -0.0785, -0.1001, -0.1514, -0.1351, -0.0993, -0.1254, -0.1145, -0.1381, -0.1414, -0.1179, -0.0256, -0.0127, 0.0524, 0.0298, -0.027, -0.0495, -0.0622, 0.0423, 0.074, 0.0814, 0.0626, 0.0446, 0.0291, 0.0048, -0.0018, -0.0269, -0.0184, -0.0584, -0.0567, -0.0387, -0.044, -0.0585, -0.0585, -0.0864, -0.1242, -0.1478, -0.1482, -0.1353, -0.1132, -0.1172, -0.0419, -0.0617, -0.064, -0.0242, -0.0188, -0.0082, 0.0016, 0.025, -0.0129, -0.0382, -0.0672, -0.0674, -0.0775, -0.0811, -0.059, -0.0494, -0.0525, -0.0669, -0.0567, -0.0331, -0.0747, -0.1213, -0.0851, -0.089, -0.0777, -0.0526, -0.0366, -0.018, -0.0161, -0.021, 0.0558, 0.069, 0.0848, 0.0623, 0.1001, 0.1121, 0.0773, 0.0215, 0.0009, 0.0193, 0.0236, -0.024, 0.0024, 0.0003]}
{"unit_id": "thread:1906391972949987347", "ticker_idx": 0, "ts": "2025-03-30T17:04:00+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$80.3 first. If we lose that then the trouble begins.", "tweet_type": "prediction", "timeline": "weeks", "summary": "Bearish PLTR: Wave B correction completed at ~$98.2, expects decline to $80.3 next with further downside if that level breaks.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "self_thread", "lang": "en", "tweet_text": "$PLTR Correction Wave B Reached?\n\nWe projected it to be ~$99 (fib=0.5) but it reached $98.2 last Tueday and the  PINK candle appeared again last Friday\n\nWe all LOVE this company but ignoring the data is likely a disservice to our finances. https://t.co/rgpM80jDRw\n\n---\n\n$80.3 first. If we lose that then the trouble begins.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.017180058317861402, "ret_signed_m1d": -0.017180058317861402, "alpha_spy_m1d": -0.02384798781643449, "alpha_c_m1d": -0.02384798781643449, "bench_spy_m1d": -0.006667929498573089, "bench_c_m1d": -0.006667929498573089, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0033175210217386564, "ret_signed_p1d": -0.0033175210217386564, "alpha_spy_p1d": -0.0004930779660159423, "alpha_c_p1d": -0.0004930779660159423, "bench_spy_p1d": 0.002824443055722714, "bench_c_p1d": 0.002824443055722714, "ret_p1w": -0.0777251785472639, "ret_signed_p1w": 0.0777251785472639, "alpha_spy_p1w": -0.02061400202235586, "alpha_c_p1w": -0.02061400202235586, "bench_spy_p1w": -0.09833918056961977, "bench_c_p1w": -0.09833918056961977, "ret_p1m": 0.3753554470666922, "ret_signed_p1m": -0.3753554470666922, "alpha_spy_p1m": -0.3844188477195881, "alpha_c_p1m": -0.3844188477195881, "bench_spy_p1m": -0.009063400652895903, "bench_c_p1m": -0.009063400652895903, "ret_p3m": 0.7091231918493481, "ret_signed_p3m": -0.7091231918493481, "alpha_spy_p3m": -0.6120729739223281, "alpha_c_p3m": -0.6120729739223281, "bench_spy_p3m": 0.09705021792702007, "bench_c_p3m": 0.09705021792702007, "ret_p6m": 1.1629146889977715, "ret_signed_p6m": -1.1629146889977715, "alpha_spy_p6m": -0.9705178591189325, "alpha_c_p6m": -0.9705178591189325, "bench_spy_p6m": 0.192396829878839, "bench_c_p6m": 0.192396829878839, "ret_p1y": 0.8100711079444505, "ret_signed_p1y": -0.8100711079444505, "alpha_spy_p1y": -0.617360709231831, "alpha_c_p1y": -0.617360709231831, "bench_spy_p1y": 0.19271039871261952, "bench_c_p1y": 0.19271039871261952, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.3753554470666922, "alpha_spy_stated": -0.3844188477195881, "alpha_c_stated": -0.3844188477195881, "price_path": [-0.1039, -0.1091, -0.0534, -0.1005, -0.1707, -0.1916, -0.1916, -0.2031, -0.2301, -0.2191, -0.1927, -0.1796, -0.1496, -0.1496, -0.1342, -0.0892, -0.0642, -0.0642, -0.1062, -0.0494, -0.055, -0.0377, -0.0226, -0.0078, 0.2302, 0.2009, 0.3185, 0.3134, 0.3821, 0.3344, 0.3909, 0.397, 0.4118, 0.4118, 0.4765, 0.3277, 0.2591, 0.2008, 0.0744, 0.0408, 0.0582, 0.0044, 0.0062, -0.0116, 0.0, 0.0679, -0.0467, 0.006, -0.095, -0.0752, -0.0089, -0.0566, 0.0218, 0.035, -0.006, 0.0201, 0.0354, 0.0777, 0.1463, 0.1434, 0.0934, 0.0674, 0.0172, 0.0, 0.0033, 0.0361, -0.0095, -0.1231, -0.0777, -0.0839, 0.0902, 0.0496, 0.0492, 0.0974, 0.1659, 0.0985, 0.1111, 0.1111, 0.0758, 0.1136, 0.1945, 0.277, 0.3363, 0.3584, 0.3754, 0.4033, 0.3768, 0.4725, 0.4665, 0.2898, 0.309, 0.4117, 0.3898, 0.4036, 0.5178, 0.5424, 0.518, 0.5346, 0.4968, 0.488, 0.4287, 0.4489, 0.461, 0.461, 0.462, 0.4664, 0.4493, 0.5614, 0.5645, 0.5778, 0.5404, 0.4207, 0.5133, 0.5647, 0.5736, 0.616, 0.6018, 0.628, 0.6755, 0.6374, 0.6583, 0.6583, 0.6268, 0.6578, 0.697, 0.6931, 0.7091, 0.5491, 0.6152, 0.5483, 0.5654, 0.5919, 0.5919, 0.6483, 0.6553, 0.6959, 0.6884, 0.6836, 0.7672, 0.7604, 0.788, 0.8245, 0.819, 0.7985, 0.7662, 0.8321, 0.8348, 0.8815, 0.8706, 0.8512, 0.8793, 0.8762, 0.8278, 0.9036, 1.053, 1.1273, 1.1588, 1.2152, 1.1645, 1.2153, 1.1845, 1.1448, 1.0992, 1.062, 0.8691, 0.8485, 0.8505, 0.8808, 0.8622, 0.906, 0.8569, 0.8735, 0.8568, 0.8568, 0.8613, 0.8353, 0.85, 0.8141, 0.8495, 0.9237, 0.9756, 0.9474, 1.0312, 1.0286, 1.0173, 0.9944, 1.0968, 1.161, 1.1248, 1.1629]}
{"unit_id": "reply:1922870810626171329", "ticker_idx": 0, "ts": "2025-05-15T04:25:01+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Palantir = Anti-Chaos", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Endorses bullish PLTR thesis; frames it as an anti-chaos play.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "reply_other", "lang": "lt", "tweet_text": "@Turknator Palantir = Anti-Chaos", "reply_text": null, "parent_text": "@TradexWhisperer Palantir will become the next Air Traffic Control.  Long $pltr", "quoted_text": null, "parent_author": "Turknator", "ret_m1d": 0.016078657798179963, "ret_signed_m1d": 0.016078657798179963, "alpha_spy_m1d": 0.020939202645875565, "alpha_c_m1d": 0.020939202645875565, "bench_spy_m1d": -0.004860544847695603, "bench_c_m1d": -0.004860544847695603, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.010927327572818779, "ret_signed_p1d": 0.010927327572818779, "alpha_spy_p1d": 0.004593283643321566, "alpha_c_p1d": 0.004593283643321566, "bench_spy_p1d": 0.006334043929497213, "bench_c_p1d": 0.006334043929497213, "ret_p1w": -0.04550417127574535, "ret_signed_p1w": -0.04550417127574535, "alpha_spy_p1w": -0.033022354162170364, "alpha_c_p1w": -0.033022354162170364, "bench_spy_p1w": -0.012481817113574989, "bench_c_p1w": -0.012481817113574989, "ret_p1m": 0.07243208814368707, "ret_signed_p1m": 0.07243208814368707, "alpha_spy_p1m": 0.06135605435415292, "alpha_c_p1m": 0.06135605435415292, "bench_spy_p1m": 0.011076033789534145, "bench_c_p1m": 0.011076033789534145, "ret_p3m": 0.459335063583848, "ret_signed_p3m": 0.459335063583848, "alpha_spy_p3m": 0.3676608208236951, "alpha_c_p3m": 0.3676608208236951, "bench_spy_p3m": 0.0916742427601529, "bench_c_p3m": 0.0916742427601529, "ret_p6m": 0.3887761431229688, "ret_signed_p6m": 0.3887761431229688, "alpha_spy_p6m": 0.24590574762415884, "alpha_c_p6m": 0.24590574762415884, "bench_spy_p6m": 0.14287039549880998, "bench_c_p6m": 0.14287039549880998, "ret_p1y": 0.13979085501624966, "ret_signed_p1y": 0.13979085501624966, "alpha_spy_p1y": -0.09016703647438495, "alpha_c_p1y": -0.09016703647438495, "bench_spy_p1y": 0.2299578914906346, "bench_c_p1y": 0.2299578914906346, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.07243208814368707, "alpha_spy_stated": 0.06135605435415292, "alpha_c_stated": 0.06135605435415292, "price_path": [-0.0699, -0.0273, -0.1254, -0.1705, -0.2089, -0.2922, -0.3144, -0.3029, -0.3384, -0.3372, -0.3489, -0.3412, -0.2965, -0.372, -0.3373, -0.4038, -0.3908, -0.3471, -0.3786, -0.3269, -0.3182, -0.3452, -0.328, -0.3179, -0.29, -0.2448, -0.2468, -0.2797, -0.2968, -0.3299, -0.3412, -0.3391, -0.3174, -0.3475, -0.4223, -0.3924, -0.3965, -0.2818, -0.3085, -0.3089, -0.2771, -0.232, -0.2764, -0.268, -0.268, -0.2913, -0.2664, -0.2131, -0.1588, -0.1197, -0.1051, -0.094, -0.0756, -0.093, -0.03, -0.034, -0.1503, -0.1377, -0.07, -0.0845, -0.0754, -0.0002, 0.0161, 0.0, 0.0109, -0.014, -0.0197, -0.0589, -0.0455, -0.0375, -0.0375, -0.0369, -0.034, -0.0453, 0.0286, 0.0306, 0.0394, 0.0148, -0.0641, -0.0031, 0.0308, 0.0366, 0.0645, 0.0552, 0.0724, 0.1037, 0.0787, 0.0924, 0.0924, 0.0717, 0.0921, 0.1179, 0.1154, 0.1259, 0.0204, 0.064, 0.02, 0.0312, 0.0487, 0.0487, 0.0859, 0.0905, 0.1172, 0.1122, 0.1091, 0.1641, 0.1597, 0.1779, 0.2019, 0.1983, 0.1847, 0.1635, 0.2069, 0.2087, 0.2395, 0.2323, 0.2195, 0.238, 0.236, 0.2041, 0.254, 0.3524, 0.4013, 0.4221, 0.4593, 0.4259, 0.4593, 0.439, 0.4129, 0.3828, 0.3583, 0.2313, 0.2177, 0.219, 0.239, 0.2267, 0.2556, 0.2232, 0.2342, 0.2232, 0.2232, 0.2261, 0.209, 0.2187, 0.1951, 0.2184, 0.2672, 0.3014, 0.2829, 0.338, 0.3363, 0.3289, 0.3138, 0.3813, 0.4236, 0.3997, 0.4248, 0.4015, 0.3981, 0.386, 0.396, 0.4238, 0.4436, 0.46, 0.3508, 0.4013, 0.4219, 0.4327, 0.4476, 0.3693, 0.3832, 0.4029, 0.402, 0.3903, 0.3905, 0.4173, 0.4167, 0.3697, 0.4087, 0.4411, 0.4766, 0.4799, 0.5517, 0.5185, 0.5647, 0.6171, 0.4888, 0.4666, 0.3663, 0.3888]}
{"unit_id": "quote:1916107702922621288", "ticker_idx": 0, "ts": "2025-04-26T12:30:50+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "We intend to ride all the way to $3 Trillion Market Cap safely and surely with Blue and Pink candle smart signals.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long PLTR with target of $3 trillion market cap.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "$PLTR We intend to ride all the way to $3 Trillion Market Cap safely and surely with Blue and Pink candle smart signals.\n\nIf you missed your chance to add shares in the $70-80s, that means you don't have proper investing system 👇 https://t.co/8Bd09idHrL", "reply_text": null, "parent_text": null, "quoted_text": "✨️ FREE TRIAL IS AVAILABLE FOR A LIMITED TIME. \n\nStay Ahead Of The Market With Smart Signals\n\nWe Upload 130+ Smart Candle Charts, Daily\n\n$PLTR $RKLB $HIMS\n\nhttps://t.co/HkNx1YULT2 https://t.co/GyUUvNj2Ei", "parent_author": null, "ret_m1d": -0.01631053398773774, "ret_signed_m1d": -0.01631053398773774, "alpha_spy_m1d": -0.015929406580958094, "alpha_c_m1d": -0.015929406580958094, "bench_spy_m1d": -0.0003811274067796466, "bench_c_m1d": -0.0003811274067796466, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.012472745627072568, "ret_signed_p1d": 0.012472745627072568, "alpha_spy_p1d": 0.006173469151161681, "alpha_c_p1d": 0.006173469151161681, "bench_spy_p1d": 0.006299276475910887, "bench_c_p1d": 0.006299276475910887, "ret_p1w": 0.07954640205677554, "ret_signed_p1w": 0.07954640205677554, "alpha_spy_p1w": 0.05656392504099417, "alpha_c_p1w": 0.05656392504099417, "bench_spy_p1w": 0.022982477015781377, "bench_c_p1w": 0.022982477015781377, "ret_p1m": 0.07623199081943954, "ret_signed_p1m": 0.07623199081943954, "alpha_spy_p1m": 0.0030722704581909177, "alpha_c_p1m": 0.0030722704581909177, "bench_spy_p1m": 0.07315972036124863, "bench_c_p1m": 0.07315972036124863, "ret_p3m": 0.35071956868135246, "ret_signed_p3m": 0.35071956868135246, "alpha_spy_p3m": 0.19560397258157125, "alpha_c_p3m": 0.19560397258157125, "bench_spy_p3m": 0.1551155960997812, "bench_c_p3m": 0.1551155960997812, "ret_p6m": 0.5831660888889332, "ret_signed_p6m": 0.5831660888889332, "alpha_spy_p6m": 0.3575310235495157, "alpha_c_p6m": 0.3575310235495157, "bench_spy_p6m": 0.22563506533941746, "bench_c_p6m": 0.22563506533941746, "ret_p1y": 0.23986037509470193, "ret_signed_p1y": 0.23986037509470193, "alpha_spy_p1y": -0.04536022992033706, "alpha_c_p1y": -0.04536022992033706, "bench_spy_p1y": 0.285220605015039, "bench_c_p1y": 0.285220605015039, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.07623199081943954, "alpha_spy_stated": 0.0030722704581909177, "alpha_c_stated": 0.0030722704581909177, "price_path": [-0.3043, -0.2916, -0.2805, -0.2696, -0.0944, -0.1159, -0.0294, -0.0331, 0.0174, -0.0177, 0.0239, 0.0284, 0.0393, 0.0393, 0.087, -0.0226, -0.0731, -0.116, -0.2091, -0.2338, -0.221, -0.2606, -0.2593, -0.2724, -0.2638, -0.2139, -0.2982, -0.2594, -0.3338, -0.3192, -0.2704, -0.3055, -0.2478, -0.2381, -0.2683, -0.249, -0.2378, -0.2066, -0.1561, -0.1583, -0.1951, -0.2142, -0.2512, -0.2638, -0.2614, -0.2372, -0.2708, -0.3545, -0.3211, -0.3256, -0.1975, -0.2273, -0.2276, -0.1922, -0.1417, -0.1914, -0.182, -0.182, -0.208, -0.1802, -0.1206, -0.0599, -0.0163, 0.0, 0.0125, 0.0331, 0.0135, 0.084, 0.0795, -0.0505, -0.0364, 0.0392, 0.0231, 0.0332, 0.1173, 0.1355, 0.1175, 0.1297, 0.1019, 0.0954, 0.0517, 0.0666, 0.0755, 0.0755, 0.0762, 0.0795, 0.0669, 0.1494, 0.1517, 0.1615, 0.134, 0.0459, 0.114, 0.1519, 0.1584, 0.1896, 0.1792, 0.1984, 0.2334, 0.2054, 0.2208, 0.2208, 0.1976, 0.2204, 0.2493, 0.2464, 0.2582, 0.1403, 0.189, 0.1398, 0.1524, 0.1719, 0.1719, 0.2134, 0.2186, 0.2484, 0.2429, 0.2394, 0.3009, 0.2959, 0.3163, 0.3431, 0.339, 0.3239, 0.3002, 0.3487, 0.3507, 0.3851, 0.3771, 0.3628, 0.3834, 0.3812, 0.3456, 0.4013, 0.5113, 0.566, 0.5892, 0.6307, 0.5934, 0.6308, 0.6081, 0.5789, 0.5453, 0.5179, 0.3759, 0.3608, 0.3622, 0.3846, 0.3709, 0.4031, 0.3669, 0.3792, 0.3669, 0.3669, 0.3702, 0.3511, 0.3619, 0.3355, 0.3615, 0.4161, 0.4543, 0.4336, 0.4952, 0.4933, 0.485, 0.4682, 0.5436, 0.5908, 0.5642, 0.5922, 0.5662, 0.5623, 0.5488, 0.5601, 0.5911, 0.6132, 0.6315, 0.5096, 0.5659, 0.5889, 0.601, 0.6177, 0.5302, 0.5457, 0.5677, 0.5667, 0.5536, 0.5539, 0.5839, 0.5832]}
{"unit_id": "thread:1918909673350291607", "ticker_idx": 0, "ts": "2025-05-04T06:04:52+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Who are they going to call when they need a Lethal Software? Palantir", "tweet_type": "analysis", "timeline": "months", "summary": "Long PLTR as the go-to lethal software provider for Europe's defense buildup and rearmament push.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "self_thread", "lang": "en", "tweet_text": "$PLTR \"Europe Is Racing to Build Its Own Version of the U.S. Military-Industrial Complex European defense will be reshaped, creating opportunities for industry and investors\"\n\nWho are they going to call when they need a Lethal Software? Palantir\n\n\"This week, Germany asked the European Union to invoke an emergency clause exempting defense investment from spending rules, as part of the bloc’s five-year rearmament plan.\"\n\n---\n\nhttps://t.co/6vsRDlrpwV", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.004120563545793932, "ret_signed_m1d": 0.004120563545793932, "alpha_spy_m1d": -0.0016469438486645949, "alpha_c_m1d": -0.0016469438486645949, "bench_spy_m1d": 0.0057675073944585264, "bench_c_m1d": 0.0057675073944585264, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.1204653505462473, "ret_signed_p1d": -0.1204653505462473, "alpha_spy_p1d": -0.11210724270605088, "alpha_c_p1d": -0.11210724270605088, "bench_spy_p1d": -0.008358107840196416, "bench_c_p1d": -0.008358107840196416, "ret_p1w": -0.04290213866537429, "ret_signed_p1w": -0.04290213866537429, "alpha_spy_p1w": -0.07747137637795287, "alpha_c_p1w": -0.07747137637795287, "bench_spy_p1w": 0.03456923771257858, "bench_c_p1w": 0.03456923771257858, "ret_p1m": 0.07594733603319925, "ret_signed_p1m": 0.07594733603319925, "alpha_spy_p1m": 0.01813101252644933, "alpha_c_p1m": 0.01813101252644933, "bench_spy_p1m": 0.05781632350674992, "bench_c_p1m": 0.05781632350674992, "ret_p3m": 0.27938927363933463, "ret_signed_p3m": 0.27938927363933463, "alpha_spy_p3m": 0.15438934228706125, "alpha_c_p3m": 0.15438934228706125, "bench_spy_p3m": 0.12499993135227339, "bench_c_p3m": 0.12499993135227339, "ret_p6m": 0.5318737274453744, "ret_signed_p6m": 0.5318737274453744, "alpha_spy_p6m": 0.3056280650206247, "alpha_c_p6m": 0.3056280650206247, "bench_spy_p6m": 0.22624566242474975, "bench_c_p6m": 0.22624566242474975, "ret_p1y": 0.2330936354253934, "ret_signed_p1y": 0.2330936354253934, "alpha_spy_p1y": -0.043482013875009384, "alpha_c_p1y": -0.043482013875009384, "bench_spy_p1y": 0.2765756493004028, "bench_c_p1y": 0.2765756493004028, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.07594733603319925, "alpha_spy_stated": 0.01813101252644933, "alpha_c_stated": 0.01813101252644933, "price_path": [-0.1811, -0.1009, -0.1044, -0.0575, -0.0901, -0.0515, -0.0473, -0.0372, -0.0372, 0.0069, -0.0946, -0.1414, -0.1811, -0.2674, -0.2903, -0.2784, -0.3151, -0.3139, -0.326, -0.3181, -0.2718, -0.3499, -0.314, -0.3829, -0.3694, -0.3241, -0.3567, -0.3032, -0.2943, -0.3222, -0.3044, -0.2939, -0.2651, -0.2183, -0.2203, -0.2544, -0.2721, -0.3064, -0.3181, -0.3158, -0.2934, -0.3246, -0.402, -0.3711, -0.3753, -0.2566, -0.2842, -0.2846, -0.2517, -0.205, -0.2509, -0.2423, -0.2423, -0.2664, -0.2406, -0.1854, -0.1292, -0.0888, -0.0737, -0.0621, -0.0431, -0.0612, 0.0041, 0.0, -0.1205, -0.1074, -0.0373, -0.0523, -0.0429, 0.035, 0.0518, 0.0351, 0.0465, 0.0207, 0.0147, -0.0258, -0.012, -0.0037, -0.0037, -0.0031, -0.0001, -0.0117, 0.0647, 0.0668, 0.0759, 0.0504, -0.0312, 0.0319, 0.067, 0.073, 0.102, 0.0923, 0.1101, 0.1425, 0.1166, 0.1308, 0.1308, 0.1093, 0.1305, 0.1572, 0.1546, 0.1655, 0.0563, 0.1014, 0.0558, 0.0675, 0.0856, 0.0856, 0.124, 0.1288, 0.1564, 0.1513, 0.1481, 0.2051, 0.2005, 0.2193, 0.2442, 0.2404, 0.2264, 0.2044, 0.2493, 0.2512, 0.283, 0.2756, 0.2623, 0.2815, 0.2794, 0.2464, 0.2981, 0.3999, 0.4506, 0.4721, 0.5105, 0.476, 0.5106, 0.4896, 0.4626, 0.4314, 0.4061, 0.2745, 0.2605, 0.2619, 0.2825, 0.2699, 0.2997, 0.2662, 0.2775, 0.2661, 0.2661, 0.2692, 0.2515, 0.2615, 0.2371, 0.2612, 0.3118, 0.3472, 0.3279, 0.3851, 0.3833, 0.3756, 0.36, 0.4298, 0.4736, 0.4489, 0.4749, 0.4508, 0.4472, 0.4347, 0.4451, 0.4739, 0.4943, 0.5113, 0.3983, 0.4505, 0.4718, 0.4831, 0.4985, 0.4175, 0.4318, 0.4522, 0.4512, 0.4391, 0.4394, 0.4672, 0.4665, 0.4179, 0.4582, 0.4917, 0.5285, 0.5319]}
{"unit_id": "orig:1897667805174190193", "ticker_idx": 0, "ts": "2025-03-06T15:17:16+00:00", "symbol": "OSCR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$OSCR Added to my portfolio", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Added OSCR to portfolio on strong relative strength amid tariff volatility.", "resolved_tickers": ["OSCR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Healthcare Plans'", "bench_c_industry": "Healthcare Plans", "unit_kind": "original", "lang": "en", "tweet_text": "$OSCR Added to my portfolio \n\nOut of 124 symbols we chart daily, this name stood out in the last couple of weeks.\n\nThe relative strength was great. Withstanding any tariff games, tariff game-overs, tariff insert the coin to play again, etc. It was green candle all along.\n\nNext: Research", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.04033291415215445, "ret_signed_m1d": 0.04033291415215445, "alpha_spy_m1d": 0.022261067725614758, "alpha_c_m1d": 0.03758629143536796, "bench_spy_m1d": 0.018071846426539695, "bench_c_m1d": 0.0027466227167864954, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.02176697535716543, "ret_signed_p1d": 0.02176697535716543, "alpha_spy_p1d": 0.01616219790930007, "alpha_c_p1d": 0.021700043410589398, "bench_spy_p1d": 0.005604777447865361, "bench_c_p1d": 6.693194657603208e-05, "ret_p1w": -0.17541611979468286, "ret_signed_p1w": -0.17541611979468286, "alpha_spy_p1w": -0.13824200466141523, "alpha_c_p1w": -0.13897198961099766, "bench_spy_p1w": -0.03717411513326763, "bench_c_p1w": -0.0364441301836852, "ret_p1m": -0.16773366867827633, "ret_signed_p1m": -0.16773366867827633, "alpha_spy_p1m": -0.05264917968794702, "alpha_c_p1m": -0.07751727286918131, "bench_spy_p1m": -0.1150844889903293, "bench_c_p1m": -0.09021639580909502, "ret_p3m": -0.08770805989734143, "ret_signed_p3m": -0.08770805989734143, "alpha_spy_p3m": -0.13166251839775067, "alpha_c_p3m": 0.017639991470304817, "bench_spy_p3m": 0.043954458500409244, "bench_c_p3m": -0.10534805136764624, "ret_p6m": 0.06658130406355012, "ret_signed_p6m": 0.06658130406355012, "alpha_spy_p6m": -0.06645828773920548, "alpha_c_p6m": 0.1379265627534254, "bench_spy_p6m": 0.1330395918027556, "bench_c_p6m": -0.07134525868987529, "ret_p1y": -0.20294494875282665, "ret_signed_p1y": -0.20294494875282665, "alpha_spy_p1y": -0.40844763786664184, "alpha_c_p1y": -0.28372845118199475, "bench_spy_p1y": 0.2055026891138152, "bench_c_p1y": 0.0807835024291681, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.16773366867827633, "alpha_spy_stated": -0.05264917968794702, "alpha_c_stated": -0.07751727286918131, "price_path": [0.0595, -0.0378, -0.0807, -0.1268, -0.1255, -0.1101, -0.1357, -0.1434, -0.1357, -0.098, -0.1293, -0.1421, -0.1421, -0.0915, -0.1165, -0.1306, -0.1396, -0.1396, -0.1325, -0.0813, -0.0576, -0.0787, -0.0211, -0.0211, -0.0922, -0.0928, -0.0442, -0.0154, -0.0429, 0.0179, 0.0179, 0.0019, 0.041, 0.0544, 0.0659, 0.0435, 0.0423, 0.0679, 0.1076, 0.0627, 0.0723, -0.0218, 0.0083, -0.0538, -0.0589, -0.0576, -0.0967, -0.1191, -0.1639, -0.1383, -0.1383, 0.0147, 0.0237, 0.0288, -0.0512, -0.0224, -0.0006, 0.0032, -0.0531, -0.0647, -0.0339, -0.0134, 0.0403, 0.0, 0.0218, -0.0058, -0.0621, -0.0915, -0.1754, -0.1536, -0.1389, -0.1786, -0.1773, -0.1729, -0.1652, -0.1063, -0.0915, -0.1191, -0.137, -0.1485, -0.1607, -0.1697, -0.144, -0.1287, -0.1677, -0.1972, -0.2497, -0.1985, -0.2157, -0.1953, -0.2049, -0.2029, -0.2093, -0.2298, -0.2298, -0.2548, -0.2574, -0.2311, -0.2298, -0.217, -0.1921, -0.1581, -0.1671, -0.1645, -0.1549, -0.1677, -0.1633, 0.0896, 0.0922, 0.0954, 0.0768, 0.0832, 0.0589, 0.0602, 0.1216, 0.0723, 0.0544, -0.0487, -0.08, -0.0928, -0.0928, -0.0391, -0.1108, -0.1165, -0.1165, -0.0871, -0.0877, -0.0941, 0.0019, -0.0128, -0.0551, -0.0595, -0.0941, -0.0819, -0.1069, -0.0429, 0.0314, 0.2017, 0.2017, 0.3585, 0.3073, 0.2817, 0.2286, 0.3111, 0.3067, 0.3726, 0.3092, 0.064, 0.0544, 0.0544, 0.0762, 0.0595, 0.0294, -0.0058, -0.0794, -0.0346, -0.0448, -0.0173, -0.112, -0.1408, -0.128, -0.0589, 0.016, -0.0909, -0.0749, -0.0608, -0.114, -0.1037, -0.1005, -0.1306, -0.114, -0.1152, -0.0819, -0.0294, -0.0102, -0.0006, -0.041, -0.0442, -0.0602, 0.0013, 0.0659, 0.0647, -0.0224, -0.0128, 0.0755, 0.0698, 0.0935, 0.0896, 0.1037, 0.0666]}
{"unit_id": "quote:1912199855356932502", "ticker_idx": 0, "ts": "2025-04-15T17:42:27+00:00", "symbol": "GRAB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$GRAB is 30% undervalued using Discounted Cash Flow model", "tweet_type": "news_reaction", "timeline": "months", "summary": "Author endorses GRAB as 30% undervalued via DCF, with 27-analyst consensus implying +44% upside.", "resolved_tickers": ["GRAB"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Application", "unit_kind": "quote", "lang": "en", "tweet_text": "👀 $GRAB is 30% undervalued using Discounted Cash Flow model https://t.co/ka8b59Kglg", "reply_text": null, "parent_text": null, "quoted_text": "$GRAB 12-Month Forecast by 27 Analysts is $5.74, a +44.1% upside 🔥 https://t.co/S73mEsmMRI", "parent_author": null, "ret_m1d": -0.019704414983633067, "ret_signed_m1d": -0.019704414983633067, "alpha_spy_m1d": -0.02251318901484367, "alpha_c_m1d": -0.02251318901484367, "bench_spy_m1d": 0.0028087740312106035, "bench_c_m1d": 0.0028087740312106035, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.004926103745908295, "ret_signed_p1d": -0.004926103745908295, "alpha_spy_p1d": 0.017301859518177976, "alpha_c_p1d": 0.017301859518177976, "bench_spy_p1d": -0.02222796326408627, "bench_c_p1d": -0.02222796326408627, "ret_p1w": 0.04433493371317443, "ret_signed_p1w": 0.04433493371317443, "alpha_spy_p1w": 0.06360537777048225, "alpha_c_p1w": 0.06360537777048225, "bench_spy_p1w": -0.019270444057307823, "bench_c_p1w": -0.019270444057307823, "ret_p1m": 0.29310346650048613, "ret_signed_p1m": 0.29310346650048613, "alpha_spy_p1m": 0.20013635023655962, "alpha_c_p1m": 0.20013635023655962, "bench_spy_p1m": 0.09296711626392651, "bench_c_p1m": 0.09296711626392651, "ret_p3m": 0.23152711095284406, "ret_signed_p3m": 0.23152711095284406, "alpha_spy_p3m": 0.06811211513658999, "alpha_c_p3m": 0.06811211513658999, "bench_spy_p3m": 0.16341499581625407, "bench_c_p3m": 0.16341499581625407, "ret_p6m": 0.5665025180173393, "ret_signed_p6m": 0.5665025180173393, "alpha_spy_p6m": 0.3072782448309368, "alpha_c_p6m": 0.3072782448309368, "bench_spy_p6m": 0.2592242731864025, "bench_c_p6m": 0.2592242731864025, "ret_p1y": -0.10837439985755959, "ret_signed_p1y": -0.10837439985755959, "alpha_spy_p1y": -0.34225799823821734, "alpha_c_p1y": -0.34225799823821734, "bench_spy_p1y": 0.23388359838065775, "bench_c_p1y": 0.23388359838065775, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.29310346650048613, "alpha_spy_stated": 0.20013635023655962, "alpha_c_stated": 0.20013635023655962, "price_path": [0.0961, 0.1084, 0.1084, 0.1355, 0.1478, 0.1429, 0.1256, 0.0936, 0.1232, 0.1773, 0.1429, 0.1281, 0.1182, 0.2586, 0.1232, 0.1502, 0.1798, 0.1773, 0.1773, 0.2315, 0.2217, 0.2069, 0.2069, 0.3054, 0.3153, 0.1786, 0.2069, 0.1872, 0.1232, 0.1995, 0.1897, 0.1946, 0.165, 0.1552, 0.1897, 0.133, 0.1305, 0.0148, 0.0616, 0.0394, 0.0493, 0.0837, 0.0961, 0.133, 0.1601, 0.1281, 0.1429, 0.1379, 0.1182, 0.1773, 0.1823, 0.1256, 0.1158, 0.1207, 0.1355, 0.0493, -0.0813, -0.1429, -0.0813, 0.0493, -0.0222, -0.0025, -0.0197, 0.0, -0.0049, 0.0123, 0.0123, 0.0025, 0.0443, 0.0788, 0.1527, 0.1773, 0.1724, 0.1798, 0.202, 0.1749, 0.2044, 0.197, 0.1921, 0.1921, 0.2143, 0.2069, 0.2291, 0.2389, 0.2931, 0.2463, 0.2537, 0.2512, 0.2167, 0.1847, 0.2217, 0.2192, 0.2192, 0.2241, 0.2241, 0.2044, 0.1995, 0.1946, 0.2291, 0.2365, 0.2463, 0.2734, 0.2266, 0.1527, 0.165, 0.1404, 0.1256, 0.1601, 0.1823, 0.1478, 0.1478, 0.1059, 0.1232, 0.1675, 0.1305, 0.1502, 0.2118, 0.2389, 0.2143, 0.2069, 0.1995, 0.1995, 0.2241, 0.1823, 0.2291, 0.2118, 0.2315, 0.234, 0.2414, 0.2635, 0.2931, 0.3153, 0.3177, 0.3473, 0.3227, 0.3153, 0.3202, 0.3005, 0.3079, 0.303, 0.2044, 0.1823, 0.2217, 0.2241, 0.1749, 0.2192, 0.202, 0.1872, 0.2291, 0.2611, 0.2635, 0.2635, 0.2562, 0.2438, 0.2389, 0.234, 0.2635, 0.234, 0.2315, 0.2192, 0.2241, 0.2291, 0.2291, 0.2143, 0.2118, 0.2438, 0.2709, 0.2783, 0.303, 0.3054, 0.3621, 0.4778, 0.5123, 0.5567, 0.5025, 0.564, 0.5739, 0.5887, 0.5567, 0.532, 0.5394, 0.5049, 0.5049, 0.4828, 0.4532, 0.4901, 0.5172, 0.5739, 0.5443, 0.5665]}
{"unit_id": "quote:1918378640095760815", "ticker_idx": 0, "ts": "2025-05-02T18:54:44+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$PLTR \"Palantir Poised to Crush Q1 Estimates\" -Yahoo Finance", "tweet_type": "news_reaction", "timeline": "weeks", "summary": "Shares bullish Yahoo Finance headline that PLTR is poised to beat Q1 estimates.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "🔥 $PLTR \"Palantir Poised to Crush Q1 Estimates\" -Yahoo Finance https://t.co/tMk1VhRgBR", "reply_text": null, "parent_text": null, "quoted_text": "$PLTR valuation makes ZERO sense \n\nBut then why do institutions keep buying it?\nWhat do they know that you don't?\n\nI work in BIG DATA analytics and let me share the secrets of Palantir in the most basic way\n\nPalantir has monopoly on Automated Governance, serving as the ultimate https://t.co/XGLRmO7rq8", "parent_author": null, "ret_m1d": -0.06501449879641208, "ret_signed_m1d": -0.06501449879641208, "alpha_spy_m1d": -0.05038759684212879, "alpha_c_m1d": -0.05038759684212879, "bench_spy_m1d": -0.014626901954283289, "bench_c_m1d": -0.014626901954283289, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.00410365417798364, "ret_signed_p1d": -0.00410365417798364, "alpha_spy_p1d": 0.001630779825954165, "alpha_c_p1d": 0.001630779825954165, "bench_spy_p1d": -0.005734434003937805, "bench_c_p1d": -0.005734434003937805, "ret_p1w": -0.056163467944142176, "ret_signed_p1w": -0.056163467944142176, "alpha_spy_p1w": -0.05189382090068462, "alpha_c_p1w": -0.05189382090068462, "bench_spy_p1w": -0.004269647043457558, "bench_c_p1w": -0.004269647043457558, "ret_p1m": 0.06243960881120181, "ret_signed_p1m": 0.06243960881120181, "alpha_spy_p1m": 0.01665281246835315, "alpha_c_p1m": 0.01665281246835315, "bench_spy_p1m": 0.04578679634284866, "bench_c_p1m": 0.04578679634284866, "ret_p3m": 0.2762311085311464, "ret_signed_p3m": 0.2762311085311464, "alpha_spy_p3m": 0.15347075665465626, "alpha_c_p3m": 0.15347075665465626, "bench_spy_p3m": 0.12276035187649015, "bench_c_p3m": 0.12276035187649015, "ret_p6m": 0.5222078736236333, "ret_signed_p6m": 0.5222078736236333, "alpha_spy_p6m": 0.30622370944168775, "alpha_c_p6m": 0.30622370944168775, "bench_spy_p6m": 0.21598416418194555, "bench_c_p6m": 0.21598416418194555, "ret_p1y": 0.17452528688807378, "ret_signed_p1y": 0.17452528688807378, "alpha_spy_p1y": -0.08200539910465099, "alpha_c_p1y": -0.08200539910465099, "bench_spy_p1y": 0.25653068599272477, "bench_c_p1y": 0.25653068599272477, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.06243960881120181, "alpha_spy_stated": 0.01665281246835315, "alpha_c_stated": 0.01665281246835315, "price_path": [-0.1645, -0.1844, -0.1046, -0.1081, -0.0614, -0.0938, -0.0554, -0.0513, -0.0412, -0.0412, 0.0027, -0.0983, -0.1449, -0.1845, -0.2704, -0.2932, -0.2814, -0.3179, -0.3167, -0.3288, -0.3209, -0.2748, -0.3526, -0.3168, -0.3854, -0.372, -0.3269, -0.3593, -0.3061, -0.2972, -0.325, -0.3072, -0.2968, -0.2681, -0.2215, -0.2235, -0.2575, -0.2751, -0.3092, -0.3209, -0.3186, -0.2963, -0.3273, -0.4045, -0.3737, -0.3779, -0.2597, -0.2872, -0.2875, -0.2547, -0.2082, -0.254, -0.2454, -0.2454, -0.2694, -0.2437, -0.1888, -0.1328, -0.0925, -0.0775, -0.066, -0.047, -0.065, 0.0, -0.0041, -0.1241, -0.111, -0.0413, -0.0562, -0.0468, 0.0307, 0.0475, 0.0309, 0.0422, 0.0165, 0.0105, -0.0298, -0.016, -0.0078, -0.0078, -0.0072, -0.0042, -0.0158, 0.0603, 0.0624, 0.0715, 0.0461, -0.0352, 0.0277, 0.0626, 0.0686, 0.0974, 0.0878, 0.1056, 0.1378, 0.112, 0.1262, 0.1262, 0.1048, 0.1258, 0.1525, 0.1498, 0.1607, 0.052, 0.0969, 0.0515, 0.0631, 0.0811, 0.0811, 0.1194, 0.1242, 0.1517, 0.1466, 0.1434, 0.2001, 0.1955, 0.2143, 0.2391, 0.2353, 0.2214, 0.1995, 0.2442, 0.2461, 0.2778, 0.2704, 0.2572, 0.2762, 0.2741, 0.2413, 0.2927, 0.3942, 0.4446, 0.466, 0.5043, 0.4699, 0.5044, 0.4835, 0.4565, 0.4256, 0.4003, 0.2693, 0.2553, 0.2567, 0.2773, 0.2646, 0.2944, 0.261, 0.2723, 0.2609, 0.2609, 0.264, 0.2464, 0.2564, 0.232, 0.256, 0.3064, 0.3416, 0.3225, 0.3794, 0.3776, 0.37, 0.3544, 0.424, 0.4676, 0.443, 0.4689, 0.4448, 0.4413, 0.4288, 0.4392, 0.4678, 0.4882, 0.5051, 0.3926, 0.4446, 0.4658, 0.477, 0.4924, 0.4117, 0.4259, 0.4463, 0.4453, 0.4332, 0.4335, 0.4611, 0.4605, 0.4121, 0.4522, 0.4856, 0.5222]}
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{"unit_id": "quote:1924947646118297926", "ticker_idx": 0, "ts": "2025-05-20T21:57:37+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU HBM Chips Directly Enable $NVDA Blackwell GPUs Forward PE Ratio is still 11.3 Bargain of the Century", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long MU as HBM supplier enabling NVDA Blackwell at 11.3x forward PE; endorses NVDA bullish thesis on xAI 1M-chip supercluster.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU HBM Chips Directly Enable $NVDA Blackwell GPUs\n\nForward PE Ratio is still 11.3\n\nBargain of the Century https://t.co/fDrUxQ58PG", "reply_text": null, "parent_text": null, "quoted_text": "ELON JUST NOW:\n\n“We are planning to have 1M Nvidia Blackwell chips at the new facility for xAI.”\n\nThe last supercluster had 200K chips.\n\n5X increase \n\nso bullish $NVDA 🚀", "parent_author": null, "ret_m1d": 0.023581020117949825, "ret_signed_m1d": 0.023581020117949825, "alpha_spy_m1d": 0.006441429378309049, "alpha_c_m1d": 0.0067259964077186485, "bench_spy_m1d": 0.017139590739640775, "bench_c_m1d": 0.016855023710231176, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.010538349879184783, "ret_signed_p1d": -0.010538349879184783, "alpha_spy_p1d": -0.010932951776204791, "alpha_c_p1d": -0.007805065100956687, "bench_spy_p1d": 0.00039460189702000825, "bench_c_p1d": -0.0027332847782280956, "ret_p1w": 0.0035476541825956165, "ret_signed_p1w": 0.0035476541825956165, "alpha_spy_p1w": -0.004807690559928801, "alpha_c_p1w": -0.00013809666886199778, "bench_spy_p1w": 0.008355344742524418, "bench_c_p1w": 0.0036857508514576143, "ret_p1m": 0.27107679950347685, "ret_signed_p1m": 0.27107679950347685, "alpha_spy_p1m": 0.24606216121728086, "alpha_c_p1m": 0.1836125740303023, "bench_spy_p1m": 0.02501463828619599, "bench_c_p1m": 0.08746422547317456, "ret_p3m": 0.29034117055910635, "ret_signed_p3m": 0.29034117055910635, "alpha_spy_p3m": 0.18338271228443404, "alpha_c_p3m": 0.06095455592120014, "bench_spy_p3m": 0.10695845827467232, "bench_c_p3m": 0.22938661463790622, "ret_p6m": 1.4762267112130978, "ret_signed_p6m": 1.4762267112130978, "alpha_spy_p6m": 1.3166078014994136, "alpha_c_p6m": 1.0482232198094432, "bench_spy_p6m": 0.1596189097136842, "bench_c_p6m": 0.42800349140365457, "ret_p1y": 6.810910087924913, "ret_signed_p1y": 6.810910087924913, "alpha_spy_p1y": 6.530884398449421, "alpha_c_p1y": 5.457396973926274, "bench_spy_p1y": 0.2800256894754918, "bench_c_p1y": 1.3535131139986398, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.27107679950347685, "alpha_spy_stated": 0.24606216121728086, "alpha_c_stated": 0.1836125740303023, "price_path": [0.03, -0.0058, -0.0286, 0.0182, -0.0432, -0.0243, -0.0565, -0.0497, -0.0169, -0.0698, -0.0313, -0.0926, -0.0721, -0.0034, -0.0113, 0.0503, 0.0745, 0.06, 0.0635, 0.0733, -0.013, 0.0102, -0.0186, -0.04, -0.0501, -0.0784, -0.0934, -0.0744, -0.0755, -0.2243, -0.3247, -0.2866, -0.3162, -0.1875, -0.2691, -0.2743, -0.259, -0.2588, -0.2766, -0.2821, -0.2821, -0.3036, -0.2674, -0.239, -0.1922, -0.1676, -0.1803, -0.1978, -0.1971, -0.1885, -0.1578, -0.1609, -0.16, -0.1379, -0.1115, -0.1041, -0.037, 0.0114, -0.0054, -0.0041, 0.0225, 0.0293, 0.0236, 0.0, -0.0105, -0.0258, -0.0258, 0.0056, 0.0035, 0.01, -0.0144, 0.0244, 0.0669, 0.0773, 0.109, 0.1327, 0.1577, 0.1909, 0.2107, 0.2122, 0.2062, 0.2504, 0.2556, 0.2711, 0.2711, 0.2896, 0.2738, 0.3346, 0.3277, 0.3147, 0.3018, 0.286, 0.2614, 0.2702, 0.276, 0.276, 0.2524, 0.2994, 0.2767, 0.2857, 0.3006, 0.2387, 0.2544, 0.216, 0.1829, 0.1947, 0.1826, 0.1407, 0.1471, 0.1669, 0.162, 0.1619, 0.1693, 0.1983, 0.1398, 0.0954, 0.1255, 0.139, 0.1361, 0.1684, 0.2417, 0.2921, 0.3342, 0.2979, 0.3085, 0.2624, 0.2903, 0.2747, 0.2241, 0.2093, 0.229, 0.2159, 0.2167, 0.2298, 0.2742, 0.2429, 0.2429, 0.2374, 0.2399, 0.2972, 0.372, 0.373, 0.4124, 0.4621, 0.5725, 0.6421, 0.6477, 0.6587, 0.6709, 0.7639, 0.6995, 0.7193, 0.738, 0.6889, 0.6379, 0.6425, 0.7118, 0.7475, 0.9024, 0.9191, 0.9629, 0.9956, 0.9405, 1.0539, 1.0099, 0.8978, 1.0145, 0.9549, 1.0059, 1.1165, 1.115, 1.1608, 1.114, 1.0741, 1.1602, 1.2889, 1.3001, 1.3191, 1.3684, 1.341, 1.3385, 1.4527, 1.2785, 1.482, 1.4906, 1.4864, 1.6471, 1.5197, 1.5593, 1.4762]}
{"unit_id": "quote:1924947646118297926", "ticker_idx": 1, "ts": "2025-05-20T21:57:37+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "so bullish $NVDA", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long MU as HBM supplier enabling NVDA Blackwell at 11.3x forward PE; endorses NVDA bullish thesis on xAI 1M-chip supercluster.", "resolved_tickers": ["NVDA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU HBM Chips Directly Enable $NVDA Blackwell GPUs\n\nForward PE Ratio is still 11.3\n\nBargain of the Century https://t.co/fDrUxQ58PG", "reply_text": null, "parent_text": null, "quoted_text": "ELON JUST NOW:\n\n“We are planning to have 1M Nvidia Blackwell chips at the new facility for xAI.”\n\nThe last supercluster had 200K chips.\n\n5X increase \n\nso bullish $NVDA 🚀", "parent_author": null, "ret_m1d": 0.019575083672857208, "ret_signed_m1d": 0.019575083672857208, "alpha_spy_m1d": 0.002435492933216432, "alpha_c_m1d": 0.0027200599626260313, "bench_spy_m1d": 0.017139590739640775, "bench_c_m1d": 0.016855023710231176, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.007814915604870576, "ret_signed_p1d": 0.007814915604870576, "alpha_spy_p1d": 0.007420313707850568, "alpha_c_p1d": 0.010548200383098671, "bench_spy_p1d": 0.00039460189702000825, "bench_c_p1d": -0.0027332847782280956, "ret_p1w": 0.022837481683791516, "ret_signed_p1w": 0.022837481683791516, "alpha_spy_p1w": 0.014482136941267099, "alpha_c_p1w": 0.019151730832333902, "bench_spy_p1w": 0.008355344742524418, "bench_c_p1w": 0.0036857508514576143, "ret_p1m": 0.10387027759482659, "ret_signed_p1m": 0.10387027759482659, "alpha_spy_p1m": 0.0788556393086306, "alpha_c_p1m": 0.016406052121652026, "bench_spy_p1m": 0.02501463828619599, "bench_c_p1m": 0.08746422547317456, "ret_p3m": 0.38105179758246344, "ret_signed_p3m": 0.38105179758246344, "alpha_spy_p3m": 0.2740933393077911, "alpha_c_p3m": 0.15166518294455722, "bench_spy_p3m": 0.10695845827467232, "bench_c_p3m": 0.22938661463790622, "ret_p6m": 0.41793254626918586, "ret_signed_p6m": 0.41793254626918586, "alpha_spy_p6m": 0.25831363655550166, "alpha_c_p6m": -0.010070945134468712, "bench_spy_p6m": 0.1596189097136842, "bench_c_p6m": 0.42800349140365457, "ret_p1y": 0.6331616613280742, "ret_signed_p1y": 0.6331616613280742, "alpha_spy_p1y": 0.3531359718525824, "alpha_c_p1y": -0.7203514526705657, "bench_spy_p1y": 0.2800256894754918, "bench_c_p1y": 1.3535131139986398, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.10387027759482659, "alpha_spy_stated": 0.0788556393086306, "alpha_c_stated": 0.016406052121652026, "price_path": [0.0199, -0.0116, -0.0393, -0.004, -0.0885, -0.0523, -0.1347, -0.12, -0.1101, -0.1612, -0.1451, -0.1884, -0.1749, -0.1219, -0.1231, -0.0769, -0.0931, -0.1242, -0.1083, -0.1007, -0.107, -0.0788, -0.0843, -0.1369, -0.1546, -0.1679, -0.1777, -0.1643, -0.1622, -0.2276, -0.2844, -0.2592, -0.2693, -0.1325, -0.1838, -0.1583, -0.16, -0.1487, -0.2072, -0.23, -0.23, -0.2647, -0.2497, -0.2207, -0.1925, -0.1577, -0.175, -0.1728, -0.1736, -0.1532, -0.1313, -0.1364, -0.1385, -0.1118, -0.1095, -0.1149, -0.0668, -0.0142, 0.0269, 0.023, 0.0273, 0.0286, 0.0196, 0.0, 0.0078, -0.0039, -0.0039, 0.0281, 0.0228, 0.0561, 0.0253, 0.0423, 0.0715, 0.0768, 0.0621, 0.0753, 0.0822, 0.0923, 0.0838, 0.1002, 0.0772, 0.0979, 0.0936, 0.1039, 0.1039, 0.0915, 0.0939, 0.1222, 0.1709, 0.1763, 0.197, 0.1988, 0.1632, 0.1932, 0.209, 0.209, 0.2007, 0.214, 0.2359, 0.2452, 0.2514, 0.2449, 0.2952, 0.3003, 0.3127, 0.3082, 0.3004, 0.2674, 0.2958, 0.3183, 0.3165, 0.3411, 0.3317, 0.3603, 0.3496, 0.3181, 0.3658, 0.3526, 0.3614, 0.3716, 0.3863, 0.3814, 0.3898, 0.3779, 0.3811, 0.3692, 0.3811, 0.3327, 0.3309, 0.3277, 0.3505, 0.3644, 0.3792, 0.3779, 0.3671, 0.3216, 0.3216, 0.2958, 0.2946, 0.3025, 0.2673, 0.2771, 0.2957, 0.3455, 0.3444, 0.3493, 0.3488, 0.327, 0.2922, 0.3373, 0.3406, 0.3933, 0.354, 0.3429, 0.3483, 0.3521, 0.3799, 0.4158, 0.4208, 0.4333, 0.4237, 0.4079, 0.4041, 0.435, 0.4613, 0.3899, 0.429, 0.3661, 0.3646, 0.3796, 0.3903, 0.3859, 0.3747, 0.368, 0.3823, 0.4134, 0.4531, 0.5255, 0.5711, 0.5396, 0.5365, 0.5698, 0.5077, 0.4813, 0.4272, 0.4277, 0.5104, 0.4657, 0.4706, 0.4179]}
{"unit_id": "quote:1916720651836232135", "ticker_idx": 0, "ts": "2025-04-28T05:06:29+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$PLTR partner HD Hyundai Heavy Industries has announced its impressive first-quarter results", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Author highlights PLTR partner HD Hyundai Heavy Industries' blowout Q1 results (operating profit +1936% YoY), framing strong productivity-driven margins as durable.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "$PLTR partner HD Hyundai Heavy Industries has announced its impressive first-quarter results.\n\n- Q1 revenue of 3.8225 trillion KRW, operating profit of 433.7 billion KRW recorded  \n(Revenue up 27.9% YoY, operating profit up 1936.2% YoY)\n\n- Operating profit margin of 11.3%, up 10.6%p from the same period last year\n\n- Last year’s improvement in worker productivity → Early delivery of ships\n\n- Thanks to process stabilization, construction schedules were significantly advanced, accelerating revenue recognition\n\n- Fixed costs remained unchanged, and thanks to productivity improvements, additional revenue = pure margin", "reply_text": null, "parent_text": null, "quoted_text": "\"HD현대중공업, 생산성 폭발! 깜짝 실적의 비밀은?\"\n\nHD현대중공업이 시장을 놀라게 한 1분기 실적을 발표했습니다. 기대를 훌쩍 뛰어넘은 이유는 무엇일까요?\n저는 팔란티어가 자꾸 생각이 나네요.\n\n- 1분기 매출 3조8225억, 영업이익 4337억 기록\n(전년 대비 매출 27.9%, 영업이익 1936.2% 증가)\n\n- https://t.co/JRE4MMbqxw", "parent_author": null, "ret_m1d": -0.01631053398773774, "ret_signed_m1d": -0.01631053398773774, "alpha_spy_m1d": -0.015929406580958094, "alpha_c_m1d": -0.015929406580958094, "bench_spy_m1d": -0.0003811274067796466, "bench_c_m1d": -0.0003811274067796466, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.012472745627072568, "ret_signed_p1d": 0.012472745627072568, "alpha_spy_p1d": 0.006173469151161681, "alpha_c_p1d": 0.006173469151161681, "bench_spy_p1d": 0.006299276475910887, "bench_c_p1d": 0.006299276475910887, "ret_p1w": 0.07954640205677554, "ret_signed_p1w": 0.07954640205677554, "alpha_spy_p1w": 0.05656392504099417, "alpha_c_p1w": 0.05656392504099417, "bench_spy_p1w": 0.022982477015781377, "bench_c_p1w": 0.022982477015781377, "ret_p1m": 0.07623199081943954, "ret_signed_p1m": 0.07623199081943954, "alpha_spy_p1m": 0.0030722704581909177, "alpha_c_p1m": 0.0030722704581909177, "bench_spy_p1m": 0.07315972036124863, "bench_c_p1m": 0.07315972036124863, "ret_p3m": 0.35071956868135246, "ret_signed_p3m": 0.35071956868135246, "alpha_spy_p3m": 0.19560397258157125, "alpha_c_p3m": 0.19560397258157125, "bench_spy_p3m": 0.1551155960997812, "bench_c_p3m": 0.1551155960997812, "ret_p6m": 0.5831660888889332, "ret_signed_p6m": 0.5831660888889332, "alpha_spy_p6m": 0.3575310235495157, "alpha_c_p6m": 0.3575310235495157, "bench_spy_p6m": 0.22563506533941746, "bench_c_p6m": 0.22563506533941746, "ret_p1y": 0.23986037509470193, "ret_signed_p1y": 0.23986037509470193, "alpha_spy_p1y": -0.04536022992033706, "alpha_c_p1y": -0.04536022992033706, "bench_spy_p1y": 0.285220605015039, "bench_c_p1y": 0.285220605015039, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.07623199081943954, "alpha_spy_stated": 0.0030722704581909177, "alpha_c_stated": 0.0030722704581909177, "price_path": [-0.3043, -0.2916, -0.2805, -0.2696, -0.0944, -0.1159, -0.0294, -0.0331, 0.0174, -0.0177, 0.0239, 0.0284, 0.0393, 0.0393, 0.087, -0.0226, -0.0731, -0.116, -0.2091, -0.2338, -0.221, -0.2606, -0.2593, -0.2724, -0.2638, -0.2139, -0.2982, -0.2594, -0.3338, -0.3192, -0.2704, -0.3055, -0.2478, -0.2381, -0.2683, -0.249, -0.2378, -0.2066, -0.1561, -0.1583, -0.1951, -0.2142, -0.2512, -0.2638, -0.2614, -0.2372, -0.2708, -0.3545, -0.3211, -0.3256, -0.1975, -0.2273, -0.2276, -0.1922, -0.1417, -0.1914, -0.182, -0.182, -0.208, -0.1802, -0.1206, -0.0599, -0.0163, 0.0, 0.0125, 0.0331, 0.0135, 0.084, 0.0795, -0.0505, -0.0364, 0.0392, 0.0231, 0.0332, 0.1173, 0.1355, 0.1175, 0.1297, 0.1019, 0.0954, 0.0517, 0.0666, 0.0755, 0.0755, 0.0762, 0.0795, 0.0669, 0.1494, 0.1517, 0.1615, 0.134, 0.0459, 0.114, 0.1519, 0.1584, 0.1896, 0.1792, 0.1984, 0.2334, 0.2054, 0.2208, 0.2208, 0.1976, 0.2204, 0.2493, 0.2464, 0.2582, 0.1403, 0.189, 0.1398, 0.1524, 0.1719, 0.1719, 0.2134, 0.2186, 0.2484, 0.2429, 0.2394, 0.3009, 0.2959, 0.3163, 0.3431, 0.339, 0.3239, 0.3002, 0.3487, 0.3507, 0.3851, 0.3771, 0.3628, 0.3834, 0.3812, 0.3456, 0.4013, 0.5113, 0.566, 0.5892, 0.6307, 0.5934, 0.6308, 0.6081, 0.5789, 0.5453, 0.5179, 0.3759, 0.3608, 0.3622, 0.3846, 0.3709, 0.4031, 0.3669, 0.3792, 0.3669, 0.3669, 0.3702, 0.3511, 0.3619, 0.3355, 0.3615, 0.4161, 0.4543, 0.4336, 0.4952, 0.4933, 0.485, 0.4682, 0.5436, 0.5908, 0.5642, 0.5922, 0.5662, 0.5623, 0.5488, 0.5601, 0.5911, 0.6132, 0.6315, 0.5096, 0.5659, 0.5889, 0.601, 0.6177, 0.5302, 0.5457, 0.5677, 0.5667, 0.5536, 0.5539, 0.5839, 0.5832]}
{"unit_id": "quote:1916720651836232135", "ticker_idx": 1, "ts": "2025-04-28T05:06:29+00:00", "symbol": "HD현대중공업", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$PLTR partner HD Hyundai Heavy Industries has announced its impressive first-quarter results", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Author highlights PLTR partner HD Hyundai Heavy Industries' blowout Q1 results (operating profit +1936% YoY), framing strong productivity-driven margins as durable.", "resolved_tickers": ["329180.KS"], "resolution_method": "exchange_ticker", "resolution_reason": "HD Hyundai Heavy Industries KOSPI ticker 329180.KS", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "quote", "lang": "en", "tweet_text": "$PLTR partner HD Hyundai Heavy Industries has announced its impressive first-quarter results.\n\n- Q1 revenue of 3.8225 trillion KRW, operating profit of 433.7 billion KRW recorded  \n(Revenue up 27.9% YoY, operating profit up 1936.2% YoY)\n\n- Operating profit margin of 11.3%, up 10.6%p from the same period last year\n\n- Last year’s improvement in worker productivity → Early delivery of ships\n\n- Thanks to process stabilization, construction schedules were significantly advanced, accelerating revenue recognition\n\n- Fixed costs remained unchanged, and thanks to productivity improvements, additional revenue = pure margin", "reply_text": null, "parent_text": null, "quoted_text": "\"HD현대중공업, 생산성 폭발! 깜짝 실적의 비밀은?\"\n\nHD현대중공업이 시장을 놀라게 한 1분기 실적을 발표했습니다. 기대를 훌쩍 뛰어넘은 이유는 무엇일까요?\n저는 팔란티어가 자꾸 생각이 나네요.\n\n- 1분기 매출 3조8225억, 영업이익 4337억 기록\n(전년 대비 매출 27.9%, 영업이익 1936.2% 증가)\n\n- https://t.co/JRE4MMbqxw", "parent_author": null, "ret_m1d": 0.008760893499182743, "ret_signed_m1d": 0.008760893499182743, "alpha_spy_m1d": 0.00914202090596239, "alpha_c_m1d": 0.012083075643127383, "bench_spy_m1d": -0.0003811274067796466, "bench_c_m1d": -0.003322182143944641, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.010012472302987963, "ret_signed_p1d": 0.010012472302987963, "alpha_spy_p1d": 0.003713195827077076, "alpha_c_p1d": 0.003523025012942549, "bench_spy_p1d": 0.006299276475910887, "bench_c_p1d": 0.006489447290045414, "ret_p1w": 0.022528181277314152, "ret_signed_p1w": 0.022528181277314152, "alpha_spy_p1w": -0.00045429573846722526, "alpha_c_p1w": -0.01772191356218933, "bench_spy_p1w": 0.022982477015781377, "bench_c_p1w": 0.04025009483950348, "ret_p1m": 0.031289153840224015, "ret_signed_p1m": 0.031289153840224015, "alpha_spy_p1m": -0.04187056652102461, "alpha_c_p1m": -0.07586460412457274, "bench_spy_p1m": 0.07315972036124863, "bench_c_p1m": 0.10715375796479676, "ret_p3m": 0.055478780283878315, "ret_signed_p3m": 0.055478780283878315, "alpha_spy_p3m": -0.09963681581590289, "alpha_c_p3m": -0.13377547731368655, "bench_spy_p3m": 0.1551155960997812, "bench_c_p3m": 0.18925425759756487, "ret_p6m": 0.4148441357445134, "ret_signed_p6m": 0.4148441357445134, "alpha_spy_p6m": 0.18920907040509594, "alpha_c_p6m": 0.2097049874047512, "bench_spy_p6m": 0.22563506533941746, "bench_c_p6m": 0.2051391483397622, "ret_p1y": 0.20050363594316112, "ret_signed_p1y": 0.20050363594316112, "alpha_spy_p1y": -0.08471696907187787, "alpha_c_p1y": -0.13978517317508454, "bench_spy_p1y": 0.285220605015039, "bench_c_p1y": 0.34028880911824566, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.031289153840224015, "alpha_spy_stated": -0.04187056652102461, "alpha_c_stated": -0.07586460412457274, "price_path": [-0.2507, -0.2507, -0.2271, -0.2258, -0.2035, -0.2308, -0.2469, -0.2271, -0.2519, -0.2395, -0.1227, -0.0904, -0.1687, -0.1885, -0.1761, -0.1376, -0.2407, -0.2519, -0.2581, -0.2345, -0.2693, -0.2578, -0.2591, -0.2591, -0.2128, -0.2065, -0.2028, -0.2103, -0.2278, -0.2553, -0.2591, -0.224, -0.2378, -0.2115, -0.2078, -0.2215, -0.2491, -0.2503, -0.2528, -0.2816, -0.2791, -0.3079, -0.2991, -0.3016, -0.2716, -0.2716, -0.2603, -0.2491, -0.3104, -0.2628, -0.2653, -0.189, -0.1427, -0.1302, -0.1151, -0.1164, -0.0839, -0.1001, -0.1189, -0.0901, -0.0814, -0.0588, 0.0088, 0.0, 0.01, 0.0063, 0.0063, 0.0225, 0.0225, 0.0225, 0.0401, 0.0551, 0.0338, 0.0125, 0.025, 0.0413, 0.0426, 0.0501, 0.0601, -0.0063, -0.0013, -0.0138, -0.0263, 0.0325, 0.0313, -0.005, 0.015, 0.015, 0.0713, 0.0713, 0.0713, 0.0638, 0.0638, 0.0463, 0.0688, 0.0463, 0.0501, 0.0701, 0.1239, 0.0926, 0.0726, 0.0776, 0.1089, 0.0851, 0.1602, 0.0939, 0.0601, 0.0605, 0.0768, 0.0567, 0.0241, -0.0099, -0.0651, -0.0513, -0.0212, -0.0073, 0.0065, -0.0249, -0.0275, -0.0086, 0.009, 0.0065, 0.019, 0.068, 0.0467, 0.0379, 0.0555, 0.117, 0.1673, 0.1899, 0.1836, 0.2326, 0.1975, 0.1648, 0.1661, 0.1723, 0.1937, 0.1723, 0.1661, 0.1447, 0.1736, 0.1987, 0.1987, 0.1962, 0.1246, 0.1321, 0.1862, 0.2138, 0.2226, 0.1761, 0.3093, 0.2641, 0.3068, 0.2817, 0.2917, 0.2691, 0.2817, 0.2892, 0.2842, 0.2666, 0.2666, 0.2992, 0.2817, 0.2528, 0.2641, 0.2716, 0.254, 0.254, 0.2502, 0.2427, 0.259, 0.2691, 0.2352, 0.2352, 0.2942, 0.3269, 0.3168, 0.3168, 0.3168, 0.3168, 0.3168, 0.3168, 0.2942, 0.2992, 0.2465, 0.2741, 0.2766, 0.2791, 0.2867, 0.4148]}
{"unit_id": "quote:1922604380517249144", "ticker_idx": 0, "ts": "2025-05-14T10:46:19+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$NVDA $PLTR $MU $AMZN $TSLA", "tweet_type": "prediction", "timeline": "years", "summary": "Bullish on AI beneficiaries (NVDA, PLTR, MU, AMZN, TSLA) on Saudi Arabia's decade-long AI/datacenter buildout powered by oil-based energy.", "resolved_tickers": ["NVDA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "🇸🇦  Saudi Arabia has oil\n🛢 Oil is energy\n⚡️ Energy powers AI & GPUs\n\n$NVDA $PLTR $MU $AMZN $TSLA", "reply_text": null, "parent_text": null, "quoted_text": "The theme was clear in Riyadh...the AI Revolution is coming to the Saudi Kingdom and Riyadh will be a major buyer of AI chips, software, autonomous/robotics, datacenters over the next decade.  Bullish for Nvidia, Tesla, Palantir, Microsoft, Alphabet, Amazon. Just starting 🏆🔥🐂", "parent_author": null, "ret_m1d": -0.03997355832466809, "ret_signed_m1d": -0.03997355832466809, "alpha_spy_m1d": -0.0386971070908354, "alpha_c_m1d": -0.03017474449719315, "bench_spy_m1d": -0.0012764512338326872, "bench_c_m1d": -0.00979881382747494, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0037684467943137623, "ret_signed_p1d": -0.0037684467943137623, "alpha_spy_p1d": -0.008652731928955326, "alpha_c_p1d": -0.00030057313858078416, "bench_spy_p1d": 0.004884285134641564, "bench_c_p1d": -0.003467873655732978, "ret_p1w": -0.026156371687310775, "ret_signed_p1w": -0.026156371687310775, "alpha_spy_p1w": -0.018106449572113714, "alpha_c_p1w": 0.00013499401337824235, "bench_spy_p1w": -0.008049922115197061, "bench_c_p1w": -0.026291365700689018, "ret_p1m": 0.0714501034747883, "ret_signed_p1m": 0.0714501034747883, "alpha_spy_p1m": 0.043948151614632947, "alpha_c_p1m": 0.010318661706285148, "bench_spy_p1m": 0.02750195186015536, "bench_c_p1m": 0.06113144176850316, "ret_p3m": 0.34529802206784743, "ret_signed_p3m": 0.34529802206784743, "alpha_spy_p3m": 0.25984752263181177, "alpha_c_p3m": 0.16218588660240485, "bench_spy_p3m": 0.08545049943603567, "bench_c_p3m": 0.18311213546544258, "ret_p6m": 0.38986014815015535, "ret_signed_p6m": 0.38986014815015535, "alpha_spy_p6m": 0.2425371564804797, "alpha_c_p6m": -0.02588245274521106, "bench_spy_p6m": 0.14732299166967566, "bench_c_p6m": 0.4157426008953664, "ret_p1y": 0.4666525539022923, "ret_signed_p1y": 0.4666525539022923, "alpha_spy_p1y": 0.22614272339496044, "alpha_c_p1y": -0.5955530238650493, "bench_spy_p1y": 0.24050983050733188, "bench_c_p1y": 1.0622055777673416, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": 0.4666525539022923, "alpha_spy_stated": 0.22614272339496044, "alpha_c_stated": -0.5955530238650493, "price_path": [0.0258, 0.0258, 0.0299, 0.0286, 0.0351, -0.0068, -0.0375, -0.0644, -0.0301, -0.1123, -0.0771, -0.1573, -0.1431, -0.1334, -0.1831, -0.1674, -0.2096, -0.1965, -0.1448, -0.146, -0.101, -0.1168, -0.1471, -0.1317, -0.1242, -0.1303, -0.1029, -0.1082, -0.1595, -0.1767, -0.1897, -0.1992, -0.1861, -0.1841, -0.2478, -0.3032, -0.2786, -0.2885, -0.1552, -0.2052, -0.1804, -0.182, -0.171, -0.2279, -0.2501, -0.2501, -0.284, -0.2693, -0.2411, -0.2136, -0.1798, -0.1966, -0.1945, -0.1952, -0.1753, -0.154, -0.159, -0.1611, -0.1351, -0.1328, -0.1381, -0.0912, -0.04, 0.0, -0.0038, 0.0004, 0.0017, -0.0071, -0.0262, -0.0185, -0.0299, -0.0299, 0.0012, -0.0039, 0.0284, -0.0016, 0.0151, 0.0434, 0.0486, 0.0344, 0.0471, 0.0539, 0.0637, 0.0554, 0.0715, 0.0491, 0.0692, 0.0649, 0.075, 0.075, 0.063, 0.0653, 0.0929, 0.1402, 0.1455, 0.1657, 0.1674, 0.1328, 0.162, 0.1774, 0.1774, 0.1693, 0.1823, 0.2036, 0.2126, 0.2186, 0.2124, 0.2614, 0.2663, 0.2784, 0.274, 0.2664, 0.2342, 0.2619, 0.2838, 0.282, 0.3061, 0.2969, 0.3247, 0.3143, 0.2837, 0.3301, 0.3172, 0.3258, 0.3358, 0.35, 0.3453, 0.3534, 0.3418, 0.345, 0.3334, 0.3449, 0.2979, 0.2961, 0.293, 0.3152, 0.3287, 0.3432, 0.3419, 0.3313, 0.2871, 0.2871, 0.2619, 0.2608, 0.2684, 0.2342, 0.2437, 0.2618, 0.3103, 0.3092, 0.314, 0.3135, 0.2923, 0.2584, 0.3024, 0.3055, 0.3568, 0.3185, 0.3078, 0.3131, 0.3168, 0.3438, 0.3788, 0.3837, 0.3958, 0.3865, 0.3711, 0.3674, 0.3975, 0.423, 0.3535, 0.3916, 0.3304, 0.3289, 0.3435, 0.3539, 0.3497, 0.3387, 0.3322, 0.3461, 0.3764, 0.4151, 0.4856, 0.53, 0.4993, 0.4963, 0.5288, 0.4683, 0.4425, 0.3899]}
{"unit_id": "quote:1922604380517249144", "ticker_idx": 1, "ts": "2025-05-14T10:46:19+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$NVDA $PLTR $MU $AMZN $TSLA", "tweet_type": "prediction", "timeline": "years", "summary": "Bullish on AI beneficiaries (NVDA, PLTR, MU, AMZN, TSLA) on Saudi Arabia's decade-long AI/datacenter buildout powered by oil-based energy.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "🇸🇦  Saudi Arabia has oil\n🛢 Oil is energy\n⚡️ Energy powers AI & GPUs\n\n$NVDA $PLTR $MU $AMZN $TSLA", "reply_text": null, "parent_text": null, "quoted_text": "The theme was clear in Riyadh...the AI Revolution is coming to the Saudi Kingdom and Riyadh will be a major buyer of AI chips, software, autonomous/robotics, datacenters over the next decade.  Bullish for Nvidia, Tesla, Palantir, Microsoft, Alphabet, Amazon. Just starting 🏆🔥🐂", "parent_author": null, "ret_m1d": -0.015977774537489164, "ret_signed_m1d": -0.015977774537489164, "alpha_spy_m1d": -0.014701323303656477, "alpha_c_m1d": -0.014701323303656477, "bench_spy_m1d": -0.0012764512338326872, "bench_c_m1d": -0.0012764512338326872, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.01582422549157969, "ret_signed_p1d": -0.01582422549157969, "alpha_spy_p1d": -0.020708510626221255, "alpha_c_p1d": -0.020708510626221255, "bench_spy_p1d": 0.004884285134641564, "bench_c_p1d": 0.004884285134641564, "ret_p1w": -0.07374398052576137, "ret_signed_p1w": -0.07374398052576137, "alpha_spy_p1w": -0.0656940584105643, "alpha_c_p1w": -0.0656940584105643, "bench_spy_p1w": -0.008049922115197061, "bench_c_p1w": -0.008049922115197061, "ret_p1m": 0.03848525155553384, "ret_signed_p1m": 0.03848525155553384, "alpha_spy_p1m": 0.010983299695378479, "alpha_c_p1m": 0.010983299695378479, "bench_spy_p1m": 0.02750195186015536, "bench_c_p1m": 0.02750195186015536, "ret_p3m": 0.40328777810545335, "ret_signed_p3m": 0.40328777810545335, "alpha_spy_p3m": 0.3178372786694177, "alpha_c_p3m": 0.3178372786694177, "bench_spy_p3m": 0.08545049943603567, "bench_c_p3m": 0.08545049943603567, "ret_p6m": 0.3446767007256424, "ret_signed_p6m": 0.3446767007256424, "alpha_spy_p6m": 0.19735370905596672, "alpha_c_p6m": 0.19735370905596672, "bench_spy_p6m": 0.14732299166967566, "bench_c_p6m": 0.14732299166967566, "ret_p1y": 0.10669853610324864, "ret_signed_p1y": 0.10669853610324864, "alpha_spy_p1y": -0.13381129440408324, "alpha_c_p1y": -0.13381129440408324, "bench_spy_p1y": 0.24050983050733188, "bench_c_p1y": 0.24050983050733188, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": 0.10669853610324864, "alpha_spy_stated": -0.13381129440408324, "alpha_c_stated": -0.13381129440408324, "price_path": [-0.0847, -0.0847, -0.0427, -0.1392, -0.1837, -0.2215, -0.3034, -0.3252, -0.3139, -0.3488, -0.3477, -0.3592, -0.3517, -0.3077, -0.3819, -0.3477, -0.4133, -0.4004, -0.3574, -0.3884, -0.3375, -0.329, -0.3556, -0.3386, -0.3287, -0.3013, -0.2568, -0.2587, -0.2911, -0.308, -0.3405, -0.3517, -0.3495, -0.3282, -0.3578, -0.4315, -0.4021, -0.4061, -0.2932, -0.3195, -0.3198, -0.2885, -0.2441, -0.2878, -0.2796, -0.2796, -0.3025, -0.278, -0.2255, -0.1721, -0.1337, -0.1193, -0.1083, -0.0902, -0.1074, -0.0453, -0.0492, -0.1638, -0.1513, -0.0847, -0.0989, -0.09, -0.016, 0.0, -0.0158, -0.0051, -0.0296, -0.0353, -0.0737, -0.0606, -0.0528, -0.0528, -0.0522, -0.0493, -0.0604, 0.0123, 0.0143, 0.023, -0.0013, -0.0789, -0.0189, 0.0144, 0.0202, 0.0477, 0.0385, 0.0555, 0.0863, 0.0616, 0.0751, 0.0751, 0.0547, 0.0748, 0.1002, 0.0977, 0.1081, 0.0043, 0.0472, 0.0038, 0.0149, 0.0321, 0.0321, 0.0687, 0.0732, 0.0995, 0.0946, 0.0916, 0.1457, 0.1413, 0.1592, 0.1829, 0.1793, 0.166, 0.1451, 0.1878, 0.1896, 0.2198, 0.2128, 0.2002, 0.2184, 0.2164, 0.1851, 0.2341, 0.331, 0.3792, 0.3996, 0.4362, 0.4033, 0.4362, 0.4163, 0.3905, 0.361, 0.3368, 0.2118, 0.1984, 0.1997, 0.2194, 0.2073, 0.2358, 0.2039, 0.2146, 0.2038, 0.2038, 0.2067, 0.1899, 0.1994, 0.1761, 0.1991, 0.2472, 0.2808, 0.2626, 0.3169, 0.3152, 0.3079, 0.2931, 0.3594, 0.4011, 0.3776, 0.4023, 0.3793, 0.3759, 0.364, 0.3739, 0.4013, 0.4207, 0.4369, 0.3295, 0.3791, 0.3994, 0.41, 0.4247, 0.3477, 0.3613, 0.3807, 0.3798, 0.3683, 0.3685, 0.3949, 0.3943, 0.3481, 0.3864, 0.4183, 0.4532, 0.4564, 0.5272, 0.4945, 0.5399, 0.5915, 0.4652, 0.4434, 0.3447]}
{"unit_id": "quote:1922604380517249144", "ticker_idx": 2, "ts": "2025-05-14T10:46:19+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$NVDA $PLTR $MU $AMZN $TSLA", "tweet_type": "prediction", "timeline": "years", "summary": "Bullish on AI beneficiaries (NVDA, PLTR, MU, AMZN, TSLA) on Saudi Arabia's decade-long AI/datacenter buildout powered by oil-based energy.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "🇸🇦  Saudi Arabia has oil\n🛢 Oil is energy\n⚡️ Energy powers AI & GPUs\n\n$NVDA $PLTR $MU $AMZN $TSLA", "reply_text": null, "parent_text": null, "quoted_text": "The theme was clear in Riyadh...the AI Revolution is coming to the Saudi Kingdom and Riyadh will be a major buyer of AI chips, software, autonomous/robotics, datacenters over the next decade.  Bullish for Nvidia, Tesla, Palantir, Microsoft, Alphabet, Amazon. Just starting 🏆🔥🐂", "parent_author": null, "ret_m1d": 0.01689047347674477, "ret_signed_m1d": 0.01689047347674477, "alpha_spy_m1d": 0.01816692471057746, "alpha_c_m1d": 0.02668928730421971, "bench_spy_m1d": -0.0012764512338326872, "bench_c_m1d": -0.00979881382747494, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0013637732311002626, "ret_signed_p1d": 0.0013637732311002626, "alpha_spy_p1d": -0.0035205119035413013, "alpha_c_p1d": 0.004831646886833241, "bench_spy_p1d": 0.004884285134641564, "bench_c_p1d": -0.003467873655732978, "ret_p1w": 0.005455253387188996, "ret_signed_p1w": 0.005455253387188996, "alpha_spy_p1w": 0.013505175502386058, "alpha_c_p1w": 0.031746619087878014, "bench_spy_p1w": -0.008049922115197061, "bench_c_p1w": -0.026291365700689018, "ret_p1m": 0.21884187748200823, "ret_signed_p1m": 0.21884187748200823, "alpha_spy_p1m": 0.19133992562185287, "alpha_c_p1m": 0.15771043571350507, "bench_spy_p1m": 0.02750195186015536, "bench_c_p1m": 0.06113144176850316, "ret_p3m": 0.2991654571115463, "ret_signed_p3m": 0.2991654571115463, "alpha_spy_p3m": 0.21371495767551063, "alpha_c_p3m": 0.11605332164610371, "bench_spy_p3m": 0.08545049943603567, "bench_c_p3m": 0.18311213546544258, "ret_p6m": 1.5042353751607935, "ret_signed_p6m": 1.5042353751607935, "alpha_spy_p6m": 1.3569123834911179, "alpha_c_p6m": 1.0884927742654271, "bench_spy_p6m": 0.14732299166967566, "bench_c_p6m": 0.4157426008953664, "ret_p1y": 4.701928979330708, "ret_signed_p1y": 4.701928979330708, "alpha_spy_p1y": 4.461419148823376, "alpha_c_p1y": 3.639723401563366, "bench_spy_p1y": 0.24050983050733188, "bench_c_p1y": 1.0622055777673416, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": 4.701928979330708, "alpha_spy_stated": 4.461419148823376, "alpha_c_stated": 3.639723401563366, "price_path": [0.0427, 0.0427, 0.1189, 0.0934, 0.0811, 0.0356, -0.0004, -0.0233, 0.0237, -0.038, -0.019, -0.0514, -0.0445, -0.0116, -0.0647, -0.026, -0.0876, -0.067, 0.0021, -0.0059, 0.056, 0.0803, 0.0658, 0.0693, 0.0792, -0.0076, 0.0157, -0.0132, -0.0347, -0.0449, -0.0734, -0.0884, -0.0693, -0.0705, -0.2201, -0.321, -0.2827, -0.3124, -0.1831, -0.2651, -0.2704, -0.2549, -0.2547, -0.2727, -0.2782, -0.2782, -0.2998, -0.2634, -0.2349, -0.1878, -0.163, -0.1758, -0.1935, -0.1927, -0.1841, -0.1532, -0.1563, -0.1554, -0.1332, -0.1067, -0.0992, -0.0318, 0.0169, 0.0, 0.0014, 0.0281, 0.0349, 0.0292, 0.0055, -0.0051, -0.0205, -0.0205, 0.0111, 0.009, 0.0155, -0.009, 0.03, 0.0727, 0.0832, 0.1151, 0.1389, 0.164, 0.1974, 0.2173, 0.2188, 0.2128, 0.2572, 0.2625, 0.278, 0.278, 0.2967, 0.2807, 0.3419, 0.335, 0.3219, 0.3089, 0.293, 0.2683, 0.2772, 0.2829, 0.2829, 0.2593, 0.3065, 0.2836, 0.2928, 0.3077, 0.2455, 0.2613, 0.2226, 0.1893, 0.2012, 0.189, 0.1469, 0.1533, 0.1733, 0.1683, 0.1682, 0.1757, 0.2049, 0.1461, 0.1013, 0.1317, 0.1452, 0.1423, 0.1747, 0.2484, 0.2992, 0.3415, 0.3049, 0.3157, 0.2692, 0.2974, 0.2816, 0.2308, 0.2159, 0.2357, 0.2225, 0.2233, 0.2365, 0.2811, 0.2497, 0.2497, 0.2441, 0.2467, 0.3043, 0.3795, 0.3804, 0.4201, 0.4701, 0.5811, 0.651, 0.6567, 0.6677, 0.68, 0.7735, 0.7088, 0.7287, 0.7474, 0.6981, 0.6468, 0.6515, 0.7211, 0.757, 0.9127, 0.9295, 0.9736, 1.0065, 0.9511, 1.0651, 1.0209, 0.9081, 1.0255, 0.9655, 1.0168, 1.1281, 1.1265, 1.1726, 1.1255, 1.0854, 1.172, 1.3013, 1.3127, 1.3317, 1.3813, 1.3538, 1.3512, 1.4661, 1.2909, 1.4955, 1.5042]}
{"unit_id": "quote:1922604380517249144", "ticker_idx": 3, "ts": "2025-05-14T10:46:19+00:00", "symbol": "AMZN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$NVDA $PLTR $MU $AMZN $TSLA", "tweet_type": "prediction", "timeline": "years", "summary": "Bullish on AI beneficiaries (NVDA, PLTR, MU, AMZN, TSLA) on Saudi Arabia's decade-long AI/datacenter buildout powered by oil-based energy.", "resolved_tickers": ["AMZN"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Internet Retail'", "bench_c_industry": "Internet Retail", "unit_kind": "quote", "lang": "en", "tweet_text": "🇸🇦  Saudi Arabia has oil\n🛢 Oil is energy\n⚡️ Energy powers AI & GPUs\n\n$NVDA $PLTR $MU $AMZN $TSLA", "reply_text": null, "parent_text": null, "quoted_text": "The theme was clear in Riyadh...the AI Revolution is coming to the Saudi Kingdom and Riyadh will be a major buyer of AI chips, software, autonomous/robotics, datacenters over the next decade.  Bullish for Nvidia, Tesla, Palantir, Microsoft, Alphabet, Amazon. Just starting 🏆🔥🐂", "parent_author": null, "ret_m1d": 0.005326968452734837, "ret_signed_m1d": 0.005326968452734837, "alpha_spy_m1d": 0.006603419686567524, "alpha_c_m1d": 0.009167605647253496, "bench_spy_m1d": -0.0012764512338326872, "bench_c_m1d": -0.003840637194518659, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.024161720956264898, "ret_signed_p1d": -0.024161720956264898, "alpha_spy_p1d": -0.029046006090906462, "alpha_c_p1d": -0.02194066736767819, "bench_spy_p1d": 0.004884285134641564, "bench_c_p1d": -0.0022210535885867078, "ret_p1w": -0.04342451787306778, "ret_signed_p1w": -0.04342451787306778, "alpha_spy_p1w": -0.03537459575787072, "alpha_c_p1w": -0.022786859862411024, "bench_spy_p1w": -0.008049922115197061, "bench_c_p1w": -0.020637658010656756, "ret_p1m": 0.01422119140625, "ret_signed_p1m": 0.01422119140625, "alpha_spy_p1m": -0.01328076045390536, "alpha_c_p1m": 0.02532660196210168, "bench_spy_p1m": 0.02750195186015536, "bench_c_p1m": -0.01110541055585168, "ret_p3m": 0.05255649489539982, "ret_signed_p3m": 0.05255649489539982, "alpha_spy_p3m": -0.032894004540635846, "alpha_c_p3m": 0.012174078355153606, "bench_spy_p3m": 0.08545049943603567, "bench_c_p3m": 0.04038241654024621, "ret_p6m": 0.1559571618841038, "ret_signed_p6m": 0.1559571618841038, "alpha_spy_p6m": 0.008634170214428138, "alpha_c_p6m": 0.06203764191918659, "bench_spy_p6m": 0.14732299166967566, "bench_c_p6m": 0.09391951996491721, "ret_p1y": 0.2759096778388823, "ret_signed_p1y": 0.2759096778388823, "alpha_spy_p1y": 0.03539984733155044, "alpha_c_p1y": 0.16936549190015948, "bench_spy_p1y": 0.24050983050733188, "bench_c_p1y": 0.10654418593872284, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": 0.2759096778388823, "alpha_spy_stated": 0.03539984733155044, "alpha_c_stated": 0.16936549190015948, "price_path": [0.0877, 0.0877, 0.078, 0.0779, 0.0601, 0.0301, 0.0117, 0.0121, 0.0195, -0.0072, 0.0097, -0.0249, -0.0307, -0.009, -0.0454, -0.0523, -0.0747, -0.065, -0.054, -0.0778, -0.0585, -0.069, -0.0829, -0.07, -0.0728, -0.0668, -0.0332, -0.0216, -0.0434, -0.0423, -0.0834, -0.0951, -0.086, -0.0677, -0.1514, -0.1867, -0.1664, -0.1883, -0.0911, -0.1381, -0.1207, -0.1338, -0.1458, -0.1708, -0.179, -0.179, -0.2042, -0.1763, -0.141, -0.1128, -0.1011, -0.1073, -0.1087, -0.1229, -0.0954, -0.0964, -0.1137, -0.12, -0.1024, -0.0864, -0.0818, -0.0077, 0.0053, 0.0, -0.0242, -0.0222, -0.0195, -0.0294, -0.0434, -0.034, -0.044, -0.044, -0.0201, -0.0263, -0.0216, -0.0249, -0.0171, -0.0216, -0.0144, -0.0111, 0.0158, 0.032, 0.035, 0.014, 0.0142, 0.0088, 0.0278, 0.0217, 0.0108, 0.0108, -0.0027, -0.0085, 0.012, 0.0083, 0.0327, 0.0621, 0.0435, 0.0486, 0.046, 0.0626, 0.0626, 0.0629, 0.0433, 0.0585, 0.0571, 0.0702, 0.0734, 0.0766, 0.0615, 0.0648, 0.0755, 0.0906, 0.0819, 0.0858, 0.1045, 0.1008, 0.1072, 0.0987, 0.0948, 0.1135, 0.0214, 0.0067, 0.0166, 0.0574, 0.0613, 0.0592, 0.0526, 0.0534, 0.0681, 0.0986, 0.0988, 0.101, 0.0845, 0.0645, 0.0556, 0.0884, 0.0841, 0.0878, 0.0898, 0.1015, 0.0892, 0.0892, 0.0718, 0.0749, 0.121, 0.105, 0.1217, 0.1331, 0.0955, 0.0937, 0.0851, 0.1007, 0.1132, 0.1016, 0.0998, 0.101, 0.0827, 0.0498, 0.0474, 0.0376, 0.0453, 0.0567, 0.0443, 0.0494, 0.0578, 0.044, 0.0507, 0.0548, 0.0712, 0.0832, 0.0291, 0.0467, 0.0292, 0.0253, 0.0201, 0.0133, 0.0296, 0.056, 0.0366, 0.0516, 0.0664, 0.0795, 0.0904, 0.0954, 0.06, 0.1616, 0.2081, 0.1858, 0.19, 0.156]}
{"unit_id": "quote:1922604380517249144", "ticker_idx": 4, "ts": "2025-05-14T10:46:19+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$NVDA $PLTR $MU $AMZN $TSLA", "tweet_type": "prediction", "timeline": "years", "summary": "Bullish on AI beneficiaries (NVDA, PLTR, MU, AMZN, TSLA) on Saudi Arabia's decade-long AI/datacenter buildout powered by oil-based energy.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "quote", "lang": "en", "tweet_text": "🇸🇦  Saudi Arabia has oil\n🛢 Oil is energy\n⚡️ Energy powers AI & GPUs\n\n$NVDA $PLTR $MU $AMZN $TSLA", "reply_text": null, "parent_text": null, "quoted_text": "The theme was clear in Riyadh...the AI Revolution is coming to the Saudi Kingdom and Riyadh will be a major buyer of AI chips, software, autonomous/robotics, datacenters over the next decade.  Bullish for Nvidia, Tesla, Palantir, Microsoft, Alphabet, Amazon. Just starting 🏆🔥🐂", "parent_author": null, "ret_m1d": -0.03914514967288929, "ret_signed_m1d": -0.03914514967288929, "alpha_spy_m1d": -0.0378686984390566, "alpha_c_m1d": -0.03530451247837063, "bench_spy_m1d": -0.0012764512338326872, "bench_c_m1d": -0.003840637194518659, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.013978329078298546, "ret_signed_p1d": -0.013978329078298546, "alpha_spy_p1d": -0.01886261421294011, "alpha_c_p1d": -0.011757275489711838, "bench_spy_p1d": 0.004884285134641564, "bench_c_p1d": -0.0022210535885867078, "ret_p1w": -0.037563270345476796, "ret_signed_p1w": -0.037563270345476796, "alpha_spy_p1w": -0.029513348230279735, "alpha_c_p1w": -0.01692561233482004, "bench_spy_p1w": -0.008049922115197061, "bench_c_p1w": -0.020637658010656756, "ret_p1m": -0.08217328556740067, "ret_signed_p1m": -0.08217328556740067, "alpha_spy_p1m": -0.10967523742755603, "alpha_c_p1m": -0.07106787501154899, "bench_spy_p1m": 0.02750195186015536, "bench_c_p1m": -0.01110541055585168, "ret_p3m": -0.02487918223281449, "ret_signed_p3m": -0.02487918223281449, "alpha_spy_p3m": -0.11032968166885015, "alpha_c_p3m": -0.0652615987730607, "bench_spy_p3m": 0.08545049943603567, "bench_c_p3m": 0.04038241654024621, "ret_p6m": 0.28252995011401083, "ret_signed_p6m": 0.28252995011401083, "alpha_spy_p6m": 0.13520695844433517, "alpha_c_p6m": 0.18861043014909362, "bench_spy_p6m": 0.14732299166967566, "bench_c_p6m": 0.09391951996491721, "ret_p1y": 0.12407965818345623, "ret_signed_p1y": 0.12407965818345623, "alpha_spy_p1y": -0.11643017232387565, "alpha_c_p1y": 0.017535472244733397, "bench_spy_p1y": 0.24050983050733188, "bench_c_p1y": 0.10654418593872284, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": 0.12407965818345623, "alpha_spy_stated": -0.11643017232387565, "alpha_c_stated": 0.017535472244733397, "price_path": [0.0235, 0.0235, 0.0185, 0.037, 0.0193, -0.0284, -0.0493, -0.1291, -0.1636, -0.1891, -0.1573, -0.1813, -0.2176, -0.1973, -0.2423, -0.2445, -0.3611, -0.3368, -0.2864, -0.3078, -0.281, -0.3154, -0.352, -0.3216, -0.3205, -0.2847, -0.1993, -0.1712, -0.2175, -0.2144, -0.242, -0.2546, -0.2279, -0.1867, -0.2312, -0.3113, -0.329, -0.3619, -0.2171, -0.274, -0.2743, -0.2742, -0.2691, -0.3053, -0.3058, -0.3058, -0.3457, -0.3155, -0.2788, -0.2536, -0.1804, -0.1777, -0.1601, -0.1884, -0.1932, -0.1739, -0.1939, -0.208, -0.2055, -0.1808, -0.1421, -0.0843, -0.0391, 0.0, -0.014, 0.0066, -0.0161, -0.0111, -0.0376, -0.0191, -0.024, -0.024, 0.0437, 0.0265, 0.0309, -0.0035, -0.0144, -0.0098, -0.045, -0.1811, -0.1511, -0.1125, -0.0621, -0.0611, -0.0822, -0.0643, -0.0534, -0.0901, -0.0737, -0.0737, -0.0734, 0.0029, -0.0207, -0.0579, -0.063, -0.0692, -0.0863, -0.1351, -0.0921, -0.093, -0.093, -0.1546, -0.1434, -0.149, -0.1087, -0.0983, -0.0885, -0.1061, -0.0748, -0.0813, -0.0519, -0.0552, -0.0448, -0.0435, -0.1219, -0.0909, -0.0635, -0.0762, -0.0824, -0.1134, -0.1296, -0.1105, -0.1121, -0.0799, -0.0731, -0.0519, -0.0249, -0.0197, -0.0239, -0.0348, -0.0492, -0.036, -0.0528, -0.0684, -0.0793, -0.0221, -0.0031, 0.0115, 0.0055, -0.0049, -0.0397, -0.0397, -0.0527, -0.0391, -0.0263, 0.0091, -0.0037, -0.002, 0.0003, 0.0608, 0.1388, 0.1794, 0.2127, 0.2249, 0.1989, 0.2255, 0.2489, 0.2248, 0.2736, 0.2178, 0.2667, 0.2748, 0.2791, 0.3215, 0.254, 0.2363, 0.3036, 0.2457, 0.2618, 0.2527, 0.1893, 0.2537, 0.2346, 0.2516, 0.2332, 0.2635, 0.2869, 0.273, 0.2626, 0.2914, 0.2475, 0.3013, 0.3246, 0.3274, 0.2658, 0.3132, 0.3471, 0.2778, 0.329, 0.2825]}
{"unit_id": "quote:1898141044170277091", "ticker_idx": 0, "ts": "2025-03-07T22:37:45+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Anduril uses $PLTR Warp Speed OS for manufacturing! 👍", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Bullish PLTR: $642M Anduril defense contract boosts Warp Speed OS adoption, building on $100M TCV in Feb alone.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "🔥 $642M CONTRACT AWARDED TO @anduriltech TODAY for Unmanned Aircraft Systems\n\nAnduril uses $PLTR Warp Speed OS for manufacturing! 👍\n\n\"Anduril Federal, a Division of Anduril Industries Inc. was awarded a $642,210,000 contract to deliver, install, and sustain Installation-Counter small Unmanned Aircraft Systems.\"", "reply_text": null, "parent_text": null, "quoted_text": "🔥 $PLTR \"Warp Speed surpassed $100M in Total Contract Value in the SINGLE month of Feb.\" -@ssankar \n\nhttps://t.co/K1KF4Sk73g", "parent_author": null, "ret_m1d": 0.11167853777724113, "ret_signed_m1d": 0.11167853777724113, "alpha_spy_m1d": 0.08431415894506356, "alpha_c_m1d": 0.08431415894506356, "bench_spy_m1d": 0.02736437883217757, "bench_c_m1d": 0.02736437883217757, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.021864439099140043, "ret_signed_p1d": 0.021864439099140043, "alpha_spy_p1d": 0.030177330276511927, "alpha_c_p1d": 0.030177330276511927, "bench_spy_p1d": -0.008312891177371884, "bench_c_p1d": -0.008312891177371884, "ret_p1w": 0.14362400648308782, "ret_signed_p1w": 0.14362400648308782, "alpha_spy_p1w": 0.1319040093313868, "alpha_c_p1w": 0.1319040093313868, "bench_spy_p1w": 0.011719997151701023, "bench_c_p1w": 0.011719997151701023, "ret_p1m": 0.012306919026030538, "ret_signed_p1m": 0.012306919026030538, "alpha_spy_p1m": 0.12398853280222932, "alpha_c_p1m": 0.12398853280222932, "bench_spy_p1m": -0.11168161377619878, "bench_c_p1m": -0.11168161377619878, "ret_p3m": 0.5699136943441492, "ret_signed_p3m": 0.5699136943441492, "alpha_spy_p3m": 0.5088091545742213, "alpha_c_p3m": 0.5088091545742213, "bench_spy_p3m": 0.06110453976992791, "bench_c_p3m": 0.06110453976992791, "ret_p6m": 1.05669025905681, "ret_signed_p6m": 1.05669025905681, "alpha_spy_p6m": 0.9077113775545735, "alpha_c_p6m": 0.9077113775545735, "bench_spy_p6m": 0.14897888150223637, "bench_c_p6m": 0.14897888150223637, "ret_p1y": 0.7568736222414738, "ret_signed_p1y": 0.7568736222414738, "alpha_spy_p1y": 0.5058660586345396, "alpha_c_p1y": 0.5058660586345396, "bench_spy_p1y": 0.2510075636069342, "bench_c_p1y": 0.2510075636069342, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.012306919026030538, "alpha_spy_stated": 0.12398853280222932, "alpha_c_stated": 0.12398853280222932, "price_path": [-0.0507, -0.0416, -0.0041, -0.0082, -0.0261, -0.0638, -0.0284, 0.0546, 0.0564, 0.0786, 0.0786, 0.0754, 0.0353, 0.0105, -0.0098, -0.0098, -0.0156, 0.046, -0.006, -0.0837, -0.1067, -0.1067, -0.1194, -0.1493, -0.1371, -0.1079, -0.0935, -0.0604, -0.0604, -0.0433, 0.0064, 0.034, 0.034, -0.0123, 0.0504, 0.0443, 0.0634, 0.08, 0.0964, 0.3594, 0.327, 0.4569, 0.4513, 0.5272, 0.4745, 0.5369, 0.5437, 0.5601, 0.5601, 0.6316, 0.4671, 0.3913, 0.3269, 0.1872, 0.15, 0.1693, 0.1098, 0.1118, 0.0922, 0.105, 0.18, 0.0534, 0.1117, 0.0, 0.0219, 0.0952, 0.0424, 0.1291, 0.1436, 0.0983, 0.1273, 0.1441, 0.1909, 0.2667, 0.2634, 0.2082, 0.1795, 0.124, 0.105, 0.1087, 0.1449, 0.0945, -0.031, 0.0191, 0.0123, 0.2046, 0.1599, 0.1593, 0.2126, 0.2883, 0.2138, 0.2278, 0.2278, 0.1888, 0.2306, 0.32, 0.4111, 0.4766, 0.501, 0.5198, 0.5507, 0.5213, 0.6271, 0.6205, 0.4252, 0.4465, 0.56, 0.5357, 0.5509, 0.6771, 0.7044, 0.6774, 0.6957, 0.654, 0.6443, 0.5787, 0.6011, 0.6144, 0.6144, 0.6155, 0.6203, 0.6015, 0.7253, 0.7287, 0.7435, 0.7021, 0.5699, 0.6722, 0.729, 0.7388, 0.7857, 0.77, 0.7989, 0.8514, 0.8094, 0.8324, 0.8324, 0.7976, 0.8319, 0.8752, 0.8709, 0.8886, 0.7117, 0.7848, 0.7109, 0.7298, 0.7591, 0.7591, 0.8214, 0.8291, 0.8739, 0.8657, 0.8604, 0.9527, 0.9453, 0.9758, 1.0161, 1.01, 0.9873, 0.9517, 1.0245, 1.0275, 1.0791, 1.067, 1.0456, 1.0766, 1.0732, 1.0198, 1.1034, 1.2685, 1.3506, 1.3854, 1.4478, 1.3917, 1.4479, 1.4139, 1.37, 1.3196, 1.2785, 1.0653, 1.0426, 1.0448, 1.0783, 1.0577, 1.1062, 1.0518, 1.0702, 1.0517, 1.0517, 1.0567]}
{"unit_id": "quote:1917630779909402687", "ticker_idx": 0, "ts": "2025-04-30T17:23:00+00:00", "symbol": "MELI", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "If you haven't bought $PLTR or $MELI in 2025 based on our Bullish BLUE Candle signals, you're definitely missing out on the strongest YTD returns despite a turbulent market.", "tweet_type": "analysis", "timeline": "months", "summary": "Bullish MELI and PLTR in 2025 citing signal-driven conviction, strong YTD returns, and Druckenmiller accumulation.", "resolved_tickers": ["MELI"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Internet Retail'", "bench_c_industry": "Internet Retail", "unit_kind": "quote", "lang": "en", "tweet_text": "If you haven't bought $PLTR or $MELI in 2025 based on our Bullish BLUE Candle signals, you're definitely missing out on the strongest YTD returns despite a turbulent market.\n\nBy the way, DruckenMiller accumulated both last year.\n\nMy write-up on Mercado Libre 👇 https://t.co/3PyuMR76MN", "reply_text": null, "parent_text": null, "quoted_text": "$MELI\n\nYou want conviction? Aqui esta con mucho calor\n\nEcommerce penetration lags the USA by almost a decade and Latin America population is 663M twice as much as United States. The population growth of Latin America grew by ~5M from 2023 to 2024 whereas in United States, it grew https://t.co/1PI4OgCaIP", "parent_author": null, "ret_m1d": -0.021447106480438904, "ret_signed_m1d": -0.021447106480438904, "alpha_spy_m1d": -0.02105043379857441, "alpha_c_m1d": -0.030622977949179786, "bench_spy_m1d": -0.0003966726818644961, "bench_c_m1d": 0.009175871468740882, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.015586621448342441, "ret_signed_p1d": -0.015586621448342441, "alpha_spy_p1d": -0.022673713536229156, "alpha_c_p1d": -0.021112393149460562, "bench_spy_p1d": 0.007087092087886715, "bench_c_p1d": 0.005525771701118121, "ret_p1w": -0.029499970776655893, "ret_signed_p1w": -0.029499970776655893, "alpha_spy_p1w": -0.041420018350590615, "alpha_c_p1w": -0.03877708634476429, "bench_spy_p1w": 0.011920047573934722, "bench_c_p1w": 0.009277115568108396, "ret_p1m": 0.09208652791269278, "ret_signed_p1m": 0.09208652791269278, "alpha_spy_p1m": 0.028051346595105553, "alpha_c_p1m": 0.0023065260284276246, "bench_spy_p1m": 0.06403518131758723, "bench_c_p1m": 0.08978000188426516, "ret_p3m": 0.009979195911832273, "ret_signed_p3m": 0.009979195911832273, "alpha_spy_p3m": -0.1420081632436947, "alpha_c_p3m": -0.13906735184405639, "bench_spy_p3m": 0.15198735915552697, "bench_c_p3m": 0.14904654775588866, "ret_p6m": -0.07831049687854885, "ret_signed_p6m": -0.07831049687854885, "alpha_spy_p6m": -0.29664264562567033, "alpha_c_p6m": -0.2914208109180587, "bench_spy_p6m": 0.21833214874712148, "bench_c_p6m": 0.21311031403950986, "ret_p1y": -0.20379695033979728, "ret_signed_p1y": -0.20379695033979728, "alpha_spy_p1y": -0.4990702058059334, "alpha_c_p1y": -0.43427156486616936, "bench_spy_p1y": 0.29527325546613614, "bench_c_p1y": 0.23047461452637208, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.09208652791269278, "alpha_spy_stated": 0.028051346595105553, "alpha_c_stated": 0.0023065260284276246, "price_path": [-0.1753, -0.181, -0.1564, -0.1526, -0.1365, -0.1434, -0.1238, -0.1269, -0.1348, -0.1136, -0.0948, -0.0948, -0.0996, -0.1094, -0.0945, -0.0304, -0.0461, -0.0696, -0.0572, -0.0863, -0.0897, -0.1117, -0.1163, -0.0936, -0.1225, -0.1379, -0.1657, -0.1462, -0.1399, -0.1464, -0.1328, -0.0963, -0.1407, -0.1137, -0.113, -0.1011, -0.0843, -0.0599, -0.1098, -0.1008, -0.1213, -0.163, -0.1784, -0.1702, -0.1653, -0.21, -0.23, -0.2165, -0.1502, -0.1703, -0.1433, -0.126, -0.0912, -0.1143, -0.0993, -0.0993, -0.1177, -0.0869, -0.0819, -0.0541, -0.045, -0.0525, -0.0214, 0.0, -0.0156, -0.0215, -0.0362, -0.0437, -0.0295, 0.034, 0.0511, 0.0745, 0.0791, 0.1, 0.1097, 0.109, 0.1062, 0.1066, 0.1163, 0.1181, 0.0759, 0.0759, 0.0962, 0.0943, 0.0921, 0.0997, 0.1127, 0.1164, 0.1043, 0.1076, 0.065, 0.0505, 0.0281, 0.0241, 0.0163, 0.0176, 0.0532, 0.0252, 0.0308, 0.0308, 0.0313, 0.0524, 0.085, 0.0899, 0.0984, 0.0983, 0.1213, 0.0732, 0.0606, 0.0786, 0.0786, 0.073, 0.0625, 0.0627, 0.0306, 0.0243, 0.0212, 0.0254, 0.0319, 0.0087, 0.0355, 0.0207, 0.0231, 0.0273, 0.0258, 0.0136, 0.01, 0.0232, 0.0217, 0.0185, 0.0193, 0.0279, 0.0331, -0.0058, 0.0017, 0.0098, -0.0167, 0.0086, -0.0015, -0.0047, 0.0264, 0.0142, 0.0052, 0.0022, 0.0028, 0.0428, 0.033, 0.032, 0.0354, 0.0607, 0.0609, 0.0609, 0.021, 0.0181, 0.0373, 0.0372, 0.0069, 0.0181, 0.0078, 0.0032, 0.0037, 0.0021, 0.0254, 0.0495, 0.0624, 0.0521, 0.0557, 0.0701, 0.0773, 0.0692, 0.059, 0.0731, 0.0026, -0.066, -0.0361, -0.0678, -0.0758, -0.0615, -0.0648, -0.024, -0.0846, -0.0665, -0.0742, -0.1212, -0.1235, -0.1312, -0.0981, -0.081, -0.1011, -0.0783]}
{"unit_id": "quote:1917630779909402687", "ticker_idx": 1, "ts": "2025-04-30T17:23:00+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "If you haven't bought $PLTR or $MELI in 2025 based on our Bullish BLUE Candle signals, you're definitely missing out on the strongest YTD returns despite a turbulent market.", "tweet_type": "analysis", "timeline": "months", "summary": "Bullish MELI and PLTR in 2025 citing signal-driven conviction, strong YTD returns, and Druckenmiller accumulation.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "If you haven't bought $PLTR or $MELI in 2025 based on our Bullish BLUE Candle signals, you're definitely missing out on the strongest YTD returns despite a turbulent market.\n\nBy the way, DruckenMiller accumulated both last year.\n\nMy write-up on Mercado Libre 👇 https://t.co/3PyuMR76MN", "reply_text": null, "parent_text": null, "quoted_text": "$MELI\n\nYou want conviction? Aqui esta con mucho calor\n\nEcommerce penetration lags the USA by almost a decade and Latin America population is 663M twice as much as United States. The population growth of Latin America grew by ~5M from 2023 to 2024 whereas in United States, it grew https://t.co/1PI4OgCaIP", "parent_author": null, "ret_m1d": -0.01992570551929096, "ret_signed_m1d": -0.01992570551929096, "alpha_spy_m1d": -0.019529032837426463, "alpha_c_m1d": -0.019529032837426463, "bench_spy_m1d": -0.0003966726818644961, "bench_c_m1d": -0.0003966726818644961, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.01891257554028014, "ret_signed_p1d": -0.01891257554028014, "alpha_spy_p1d": -0.025999667628166856, "alpha_c_p1d": -0.025999667628166856, "bench_spy_p1d": 0.007087092087886715, "bench_c_p1d": 0.007087092087886715, "ret_p1w": -0.06720701553861053, "ret_signed_p1w": -0.06720701553861053, "alpha_spy_p1w": -0.07912706311254525, "alpha_c_p1w": -0.07912706311254525, "bench_spy_p1w": 0.011920047573934722, "bench_c_p1w": 0.011920047573934722, "ret_p1m": 0.03275917910705428, "ret_signed_p1m": 0.03275917910705428, "alpha_spy_p1m": -0.03127600221053295, "alpha_c_p1m": -0.03127600221053295, "bench_spy_p1m": 0.06403518131758723, "bench_c_p1m": 0.06403518131758723, "ret_p3m": 0.3329956233403297, "ret_signed_p3m": 0.3329956233403297, "alpha_spy_p3m": 0.18100826418480276, "alpha_c_p3m": 0.18100826418480276, "bench_spy_p3m": 0.15198735915552697, "bench_c_p3m": 0.15198735915552697, "ret_p6m": 0.5238094563264195, "ret_signed_p6m": 0.5238094563264195, "alpha_spy_p6m": 0.30547730757929803, "alpha_c_p6m": 0.30547730757929803, "bench_spy_p6m": 0.21833214874712148, "bench_c_p6m": 0.21833214874712148, "ret_p1y": 0.23598443407724012, "ret_signed_p1y": 0.23598443407724012, "alpha_spy_p1y": -0.05928882138889602, "alpha_c_p1y": -0.05928882138889602, "bench_spy_p1y": 0.29527325546613614, "bench_c_p1y": 0.29527325546613614, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.03275917910705428, "alpha_spy_stated": -0.03127600221053295, "alpha_c_stated": -0.03127600221053295, "price_path": [-0.3035, -0.293, -0.1234, -0.1442, -0.0605, -0.0641, -0.0151, -0.0491, -0.0089, -0.0045, 0.0061, 0.0061, 0.0522, -0.0539, -0.1028, -0.1443, -0.2344, -0.2584, -0.2459, -0.2843, -0.283, -0.2957, -0.2874, -0.239, -0.3207, -0.2831, -0.3551, -0.341, -0.2937, -0.3278, -0.2719, -0.2625, -0.2917, -0.273, -0.2622, -0.232, -0.1831, -0.1852, -0.2209, -0.2394, -0.2752, -0.2874, -0.285, -0.2617, -0.2942, -0.3751, -0.3428, -0.3472, -0.2232, -0.252, -0.2524, -0.218, -0.1692, -0.2172, -0.2082, -0.2082, -0.2334, -0.2064, -0.1488, -0.09, -0.0478, -0.032, -0.0199, 0.0, -0.0189, 0.0493, 0.045, -0.0809, -0.0672, 0.006, -0.0096, 0.0002, 0.0816, 0.0991, 0.0817, 0.0935, 0.0666, 0.0604, 0.0181, 0.0325, 0.0411, 0.0411, 0.0418, 0.0449, 0.0328, 0.1126, 0.1148, 0.1244, 0.0977, 0.0124, 0.0784, 0.115, 0.1213, 0.1516, 0.1414, 0.1601, 0.1939, 0.1668, 0.1817, 0.1817, 0.1592, 0.1814, 0.2093, 0.2065, 0.2179, 0.1039, 0.151, 0.1033, 0.1155, 0.1344, 0.1344, 0.1746, 0.1796, 0.2085, 0.2031, 0.1998, 0.2593, 0.2545, 0.2741, 0.3002, 0.2962, 0.2816, 0.2586, 0.3056, 0.3075, 0.3408, 0.333, 0.3191, 0.3392, 0.337, 0.3025, 0.3565, 0.4629, 0.5159, 0.5383, 0.5785, 0.5424, 0.5786, 0.5567, 0.5284, 0.4959, 0.4694, 0.3319, 0.3172, 0.3186, 0.3403, 0.327, 0.3582, 0.3232, 0.335, 0.3231, 0.3231, 0.3263, 0.3078, 0.3183, 0.2927, 0.318, 0.3708, 0.4078, 0.3877, 0.4474, 0.4455, 0.4375, 0.4212, 0.4942, 0.5399, 0.5141, 0.5413, 0.516, 0.5123, 0.4992, 0.5101, 0.5402, 0.5616, 0.5793, 0.4612, 0.5158, 0.5381, 0.5498, 0.5659, 0.4813, 0.4962, 0.5176, 0.5165, 0.5039, 0.5041, 0.5332, 0.5325, 0.4817, 0.5238]}
{"unit_id": "quote:1903495495093465503", "ticker_idx": 0, "ts": "2025-03-22T17:14:25+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Bullish 🔥", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish on PLTR and RCAT on DoD drone partnership and Palantir VNAV technology for GPS-jammed battlefield operations.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "🛸 $PLTR $RCAT Partnership for Defense-focused Aerial Solutions\n\n\"Red Cat is utilizing Warp Speed to rapidly accelerate drone manufacturing. American manufacturing requires a modern operating system that drives radical upskilling of our workforce on the factory floor.\"\n\n\"Test Drones and Flightwave are part of a small group of companies selected by the Department of Defense as Blue UAS approved small unmanned aerial system vendors for the U.S. government.\"\n\nPalantir VNAV technology enables Teal Black Widow to be operational in GPS jammed battlefields.\n\nBullish 🔥", "reply_text": null, "parent_text": null, "quoted_text": "$PLTR valuation makes ZERO sense \n\nBut then why do institutions keep buying it?\nWhat do they know that you don't?\n\nI work in BIG DATA analytics and let me share the secrets of Palantir in the most basic way\n\nPalantir has monopoly on Automated Governance, serving as the ultimate https://t.co/XGLRmO7rq8", "parent_author": null, "ret_m1d": -0.059844970703125, "ret_signed_m1d": -0.059844970703125, "alpha_spy_m1d": -0.04225155443133621, "alpha_c_m1d": -0.04225155443133621, "bench_spy_m1d": -0.017593416271788787, "bench_c_m1d": -0.017593416271788787, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0025839793281653423, "ret_signed_p1d": -0.0025839793281653423, "alpha_spy_p1d": -0.004987800861019909, "alpha_c_p1d": -0.004987800861019909, "bench_spy_p1d": 0.0024038215328545665, "bench_c_p1d": 0.0024038215328545665, "ret_p1w": -0.12764856304001126, "ret_signed_p1w": -0.12764856304001126, "alpha_spy_p1w": -0.10205965856959964, "alpha_c_p1w": -0.10205965856959964, "bench_spy_p1w": -0.025588904470411622, "bench_c_p1w": -0.025588904470411622, "ret_p1m": -0.02852715386284721, "ret_signed_p1m": -0.02852715386284721, "alpha_spy_p1m": 0.053046879172017336, "alpha_c_p1m": 0.053046879172017336, "bench_spy_p1m": -0.08157403303486455, "bench_c_p1m": -0.08157403303486455, "ret_p3m": 0.4466150564740794, "ret_signed_p3m": 0.4466150564740794, "alpha_spy_p3m": 0.40592388662612633, "alpha_c_p3m": 0.40592388662612633, "bench_spy_p3m": 0.04069116984795307, "bench_c_p3m": 0.04069116984795307, "ret_p6m": 0.7597932248768573, "ret_signed_p6m": 0.7597932248768573, "alpha_spy_p6m": 0.6067291125113539, "alpha_c_p6m": 0.6067291125113539, "bench_spy_p6m": 0.15306411236550344, "bench_c_p6m": 0.15306411236550344, "ret_p1y": 0.5669251276849161, "ret_signed_p1y": 0.5669251276849161, "alpha_spy_p1y": 0.3785541857644399, "alpha_c_p1y": 0.3785541857644399, "bench_spy_p1y": 0.1883709419204762, "bench_c_p1y": 0.1883709419204762, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.02852715386284721, "alpha_spy_stated": 0.053046879172017336, "alpha_c_stated": 0.053046879172017336, "price_path": [-0.1485, -0.151, -0.1826, -0.2023, -0.2183, -0.2183, -0.2228, -0.1743, -0.2153, -0.2766, -0.2948, -0.2948, -0.3048, -0.3284, -0.3188, -0.2957, -0.2843, -0.2582, -0.2582, -0.2448, -0.2055, -0.1837, -0.1837, -0.2203, -0.1707, -0.1756, -0.1605, -0.1474, -0.1345, 0.0732, 0.0476, 0.1502, 0.1457, 0.2057, 0.164, 0.2133, 0.2187, 0.2316, 0.2316, 0.2881, 0.1582, 0.0984, 0.0475, -0.0627, -0.0921, -0.0769, -0.1238, -0.1223, -0.1378, -0.1276, -0.0684, -0.1684, -0.1224, -0.2105, -0.1933, -0.1354, -0.1771, -0.1086, -0.0972, -0.1329, -0.1101, -0.0967, -0.0598, 0.0, -0.0026, -0.0462, -0.0688, -0.1127, -0.1276, -0.1248, -0.0961, -0.1359, -0.235, -0.1955, -0.2008, -0.049, -0.0843, -0.0848, -0.0427, 0.0171, -0.0418, -0.0307, -0.0307, -0.0615, -0.0285, 0.0421, 0.114, 0.1657, 0.185, 0.1998, 0.2242, 0.201, 0.2845, 0.2793, 0.1252, 0.1419, 0.2315, 0.2124, 0.2244, 0.324, 0.3455, 0.3242, 0.3387, 0.3057, 0.2981, 0.2463, 0.264, 0.2745, 0.2745, 0.2753, 0.2792, 0.2643, 0.3621, 0.3648, 0.3764, 0.3438, 0.2394, 0.3201, 0.365, 0.3727, 0.4097, 0.3973, 0.4202, 0.4616, 0.4284, 0.4466, 0.4466, 0.4191, 0.4462, 0.4804, 0.477, 0.491, 0.3513, 0.409, 0.3507, 0.3656, 0.3887, 0.3887, 0.4379, 0.444, 0.4794, 0.4729, 0.4687, 0.5416, 0.5357, 0.5598, 0.5916, 0.5868, 0.5689, 0.5408, 0.5982, 0.6006, 0.6413, 0.6318, 0.6149, 0.6394, 0.6367, 0.5945, 0.6606, 0.7909, 0.8557, 0.8832, 0.9324, 0.8882, 0.9325, 0.9056, 0.871, 0.8312, 0.7988, 0.6305, 0.6125, 0.6143, 0.6407, 0.6245, 0.6627, 0.6198, 0.6343, 0.6197, 0.6197, 0.6237, 0.601, 0.6139, 0.5825, 0.6134, 0.6781, 0.7234, 0.6988, 0.7719, 0.7696, 0.7598]}
{"unit_id": "quote:1903495495093465503", "ticker_idx": 1, "ts": "2025-03-22T17:14:25+00:00", "symbol": "RCAT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$PLTR $RCAT Partnership for Defense-focused Aerial Solutions", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish on PLTR and RCAT on DoD drone partnership and Palantir VNAV technology for GPS-jammed battlefield operations.", "resolved_tickers": ["RCAT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "quote", "lang": "en", "tweet_text": "🛸 $PLTR $RCAT Partnership for Defense-focused Aerial Solutions\n\n\"Red Cat is utilizing Warp Speed to rapidly accelerate drone manufacturing. American manufacturing requires a modern operating system that drives radical upskilling of our workforce on the factory floor.\"\n\n\"Test Drones and Flightwave are part of a small group of companies selected by the Department of Defense as Blue UAS approved small unmanned aerial system vendors for the U.S. government.\"\n\nPalantir VNAV technology enables Teal Black Widow to be operational in GPS jammed battlefields.\n\nBullish 🔥", "reply_text": null, "parent_text": null, "quoted_text": "$PLTR valuation makes ZERO sense \n\nBut then why do institutions keep buying it?\nWhat do they know that you don't?\n\nI work in BIG DATA analytics and let me share the secrets of Palantir in the most basic way\n\nPalantir has monopoly on Automated Governance, serving as the ultimate https://t.co/XGLRmO7rq8", "parent_author": null, "ret_m1d": -0.09364547508250753, "ret_signed_m1d": -0.09364547508250753, "alpha_spy_m1d": -0.07605205881071875, "alpha_c_m1d": -0.07543857486853889, "bench_spy_m1d": -0.017593416271788787, "bench_c_m1d": -0.018206900213968646, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.030100305646238334, "ret_signed_p1d": 0.030100305646238334, "alpha_spy_p1d": 0.027696484113383768, "alpha_c_p1d": 0.02861077925744815, "bench_spy_p1d": 0.0024038215328545665, "bench_c_p1d": 0.0014895263887901855, "ret_p1w": -0.016722392025687927, "ret_signed_p1w": -0.016722392025687927, "alpha_spy_p1w": 0.008866512444723695, "alpha_c_p1w": 0.007255600432596321, "bench_spy_p1w": -0.025588904470411622, "bench_c_p1w": -0.023977992458284247, "ret_p1m": -0.1998328039882724, "ret_signed_p1m": -0.1998328039882724, "alpha_spy_p1m": -0.11825877095340787, "alpha_c_p1m": -0.12789899977389285, "bench_spy_p1m": -0.08157403303486455, "bench_c_p1m": -0.07193380421437956, "ret_p3m": 0.21989967441909797, "ret_signed_p3m": 0.21989967441909797, "alpha_spy_p3m": 0.1792085045711449, "alpha_c_p3m": 0.16092271803764402, "bench_spy_p3m": 0.04069116984795307, "bench_c_p3m": 0.05897695638145395, "ret_p6m": 0.8110367707630886, "ret_signed_p6m": 0.8110367707630886, "alpha_spy_p6m": 0.6579726583975851, "alpha_c_p6m": 0.6769828589814231, "bench_spy_p6m": 0.15306411236550344, "bench_c_p6m": 0.13405391178166548, "ret_p1y": 1.7023411029881341, "ret_signed_p1y": 1.7023411029881341, "alpha_spy_p1y": 1.513970161067658, "alpha_c_p1y": 1.426796267989863, "bench_spy_p1y": 0.1883709419204762, "bench_c_p1y": 0.2755448349982712, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.1998328039882724, "alpha_spy_stated": -0.11825877095340787, "alpha_c_stated": -0.12789899977389285, "price_path": [0.9883, 1.2425, 1.0502, 1.3562, 1.1488, 1.1488, 0.995, 1.2074, 1.3729, 1.1839, 0.9783, 0.9783, 0.6773, 0.5602, 0.5669, 0.8244, 0.6898, 0.4306, 0.4306, 0.4147, 0.4632, 0.3896, 0.4431, 0.3462, 0.5477, 0.5635, 0.4565, 0.4699, 0.4749, 0.6823, 0.6388, 0.7742, 0.7993, 0.7977, 0.6079, 0.5552, 0.5769, 0.4916, 0.4916, 0.49, 0.4615, 0.4214, 0.2977, 0.1681, 0.1062, 0.1338, 0.0535, 0.0368, -0.0686, -0.0936, -0.0987, -0.1171, -0.0987, -0.1948, -0.1739, -0.1722, -0.1773, -0.0535, -0.0318, -0.1388, -0.097, -0.1254, -0.0936, 0.0, 0.0301, -0.0276, 0.0033, -0.0151, -0.0167, 0.0686, 0.2408, 0.1355, 0.0318, 0.0853, 0.107, 0.2458, -0.0301, 0.0301, -0.0033, -0.0418, -0.1338, -0.1421, -0.1421, -0.2207, -0.1998, -0.1639, -0.1171, -0.1321, -0.1288, -0.1488, -0.1605, -0.1522, -0.0059, -0.0736, -0.1104, -0.1003, -0.0468, -0.0084, 0.0284, 0.0669, 0.112, 0.0853, 0.1505, 0.1505, 0.1338, 0.0619, 0.1254, 0.1405, 0.1405, 0.0569, 0.0251, 0.0017, -0.005, 0.0803, 0.1589, 0.3495, 0.2241, 0.3645, 0.4716, 0.4365, 0.4097, 0.4632, 0.3946, 0.5368, 0.2241, 0.2199, 0.2199, 0.1488, 0.2007, 0.194, 0.1839, 0.2508, 0.199, 0.2174, 0.1572, 0.194, 0.1839, 0.1839, 0.1355, 0.1538, 0.1522, 0.1338, 0.4331, 0.7274, 0.7174, 0.9164, 1.0418, 0.8846, 0.5744, 0.5017, 0.5987, 0.6555, 0.5819, 0.5134, 0.3779, 0.3696, 0.3846, 0.3712, 0.4766, 0.6739, 0.5853, 0.5602, 0.5602, 0.5661, 0.5886, 0.5702, 0.5669, 0.4064, 0.5368, 0.5067, 0.5033, 0.6288, 0.6421, 0.6839, 0.5702, 0.5008, 0.5117, 0.495, 0.495, 0.4849, 0.4331, 0.4231, 0.4247, 0.4833, 0.4415, 0.4247, 0.8395, 0.8378, 0.7592, 0.811]}
{"unit_id": "thread:1910963560295117267", "ticker_idx": 0, "ts": "2025-04-12T07:49:51+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I said this project was tailored for Palantir", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish PLTR: IRS/DOGE data project validates prior thesis that it was tailored for Palantir.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "self_thread", "lang": "en", "tweet_text": "🚨 JUST IN: $PLTR IS COLLABORATING WITH @DOGE ON A MASSIVE INTERNAL REVENUE SERVICES DATA PROJECT\n\nTwo months ago, I said this project was tailored for Palantir 👇 https://t.co/Llrxl7ArSv\n\n---\n\nhttps://t.co/IdBbKqXpbd", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.043942988276087225, "ret_signed_m1d": -0.043942988276087225, "alpha_spy_m1d": -0.03433481101014757, "alpha_c_m1d": -0.03433481101014757, "bench_spy_m1d": -0.009608177265939655, "bench_c_m1d": -0.009608177265939655, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.06240551293343777, "ret_signed_p1d": 0.06240551293343777, "alpha_spy_p1d": 0.06520641985003728, "alpha_c_p1d": 0.06520641985003728, "bench_spy_p1d": -0.0028009069165995104, "bench_c_p1d": -0.0028009069165995104, "ret_p1w": -0.01965017966803484, "ret_signed_p1w": -0.01965017966803484, "alpha_spy_p1w": 0.027166938687015252, "alpha_c_p1w": 0.027166938687015252, "bench_spy_p1w": -0.04681711835505009, "bench_c_p1w": -0.04681711835505009, "ret_p1m": 0.3830706359835745, "ret_signed_p1m": 0.3830706359835745, "alpha_spy_p1m": 0.29455603050021684, "alpha_c_p1m": 0.29455603050021684, "bench_spy_p1m": 0.08851460548335766, "bench_c_p1m": 0.08851460548335766, "ret_p3m": 0.5385445451766486, "ret_signed_p3m": 0.5385445451766486, "alpha_spy_p3m": 0.374295239777914, "alpha_c_p3m": 0.374295239777914, "bench_spy_p3m": 0.1642493053987346, "bench_c_p3m": 0.1642493053987346, "ret_p6m": 0.9668537331766378, "ret_signed_p6m": 0.9668537331766378, "alpha_spy_p6m": 0.7185997221348857, "alpha_c_p6m": 0.7185997221348857, "bench_spy_p6m": 0.24825401104175215, "bench_c_p6m": 0.24825401104175215, "ret_p1y": 0.5816238517502095, "ret_signed_p1y": 0.5816238517502095, "alpha_spy_p1y": 0.3523031999724997, "alpha_c_p1y": 0.3523031999724997, "bench_spy_p1y": 0.22932065177770977, "bench_c_p1y": 0.22932065177770977, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.3830706359835745, "alpha_spy_stated": 0.29455603050021684, "alpha_c_stated": 0.29455603050021684, "price_path": [-0.2643, -0.2524, -0.2251, -0.2251, -0.2111, -0.17, -0.1473, -0.1473, -0.1855, -0.1338, -0.1388, -0.1231, -0.1094, -0.0959, 0.121, 0.0944, 0.2015, 0.1968, 0.2594, 0.2159, 0.2674, 0.2731, 0.2865, 0.2865, 0.3455, 0.2099, 0.1474, 0.0943, -0.0209, -0.0516, -0.0357, -0.0848, -0.0831, -0.0993, -0.0887, -0.0269, -0.1313, -0.0832, -0.1753, -0.1573, -0.0968, -0.1404, -0.0689, -0.0569, -0.0943, -0.0704, -0.0565, -0.0179, 0.0446, 0.0419, -0.0037, -0.0273, -0.0731, -0.0887, -0.0857, -0.0558, -0.0974, -0.2009, -0.1596, -0.1652, -0.0066, -0.0435, -0.0439, 0.0, 0.0624, 0.001, 0.0125, 0.0125, -0.0197, 0.0148, 0.0885, 0.1637, 0.2177, 0.2379, 0.2533, 0.2788, 0.2546, 0.3418, 0.3363, 0.1753, 0.1928, 0.2864, 0.2665, 0.279, 0.3831, 0.4055, 0.3833, 0.3984, 0.364, 0.356, 0.3019, 0.3203, 0.3314, 0.3314, 0.3322, 0.3362, 0.3207, 0.4228, 0.4256, 0.4378, 0.4037, 0.2946, 0.379, 0.4258, 0.4339, 0.4726, 0.4596, 0.4835, 0.5268, 0.4921, 0.5111, 0.5111, 0.4824, 0.5107, 0.5464, 0.5429, 0.5574, 0.4116, 0.4718, 0.4109, 0.4265, 0.4507, 0.4507, 0.5021, 0.5084, 0.5453, 0.5385, 0.5342, 0.6103, 0.6042, 0.6293, 0.6626, 0.6575, 0.6388, 0.6095, 0.6695, 0.672, 0.7145, 0.7046, 0.6869, 0.7125, 0.7097, 0.6656, 0.7346, 0.8708, 0.9385, 0.9672, 1.0186, 0.9724, 1.0187, 0.9906, 0.9544, 0.9129, 0.879, 0.7032, 0.6844, 0.6862, 0.7139, 0.6969, 0.7369, 0.6921, 0.7072, 0.692, 0.692, 0.6961, 0.6724, 0.6858, 0.6531, 0.6854, 0.753, 0.8003, 0.7746, 0.8509, 0.8485, 0.8383, 0.8174, 0.9107, 0.9692, 0.9362, 0.971, 0.9387, 0.9339, 0.9172, 0.9311, 0.9696, 0.9969, 1.0195, 0.8686, 0.9384, 0.9669]}
{"unit_id": "quote:1920933126353940748", "ticker_idx": 0, "ts": "2025-05-09T20:05:21+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I am here to make money as an investor/trader and leveraging my smart blue/pink candle system, I've made the money of my life without being the under the spell of valuation fear", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish PLTR despite stretched valuation; author dismisses valuation concerns and vouches for Palantir's technological moat as durable.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "$PLTR I see lots of accounts trying to be a \"Valuation Police\" or an \"Analyst' when it comes to Palantir multiples.\n\nYou guys are totally right. I actually agree with you. The valuations are through the roofs but I am not here to be a valuation police. I am here to make money as an investor/trader and leveraging my smart blue/pink candle system, I've made the money of my life without being the under the spell of valuation fear.\n\nWhat Palantir brings to the table in the World of Data and Enterprise Decision-Making is equivalent to:\n\nGoing from Assembly Language (Old, Slow & Siloed) to Python (New, User Friendly & Tons of Integration/Library). I hope you get that. It's a huge technological leap forward. Imagine governments and companies trying to operate under assembly language code. They will cease to exist in 10 years (Hint: IRS Transformation). \n\nThe enemies and competitors will eliminate them from the face of the earth.\n\nI've spoken.", "reply_text": null, "parent_text": null, "quoted_text": "$PLTR valuation makes ZERO sense \n\nBut then why do institutions keep buying it?\nWhat do they know that you don't?\n\nI work in BIG DATA analytics and let me share the secrets of Palantir in the most basic way\n\nPalantir has monopoly on Automated Governance, serving as the ultimate https://t.co/XGLRmO7rq8", "parent_author": null, "ret_m1d": -0.009792301550565319, "ret_signed_m1d": -0.009792301550565319, "alpha_spy_m1d": 0.02219782668449366, "alpha_c_m1d": 0.02219782668449366, "bench_spy_m1d": -0.03199012823505898, "bench_c_m1d": -0.03199012823505898, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.08137774011097854, "ret_signed_p1d": 0.08137774011097854, "alpha_spy_p1d": 0.07477387928944479, "alpha_c_p1d": 0.07477387928944479, "bench_spy_p1d": 0.006603860821533747, "bench_c_p1d": 0.006603860821533747, "ret_p1w": 0.06643595143851067, "ret_signed_p1w": 0.06643595143851067, "alpha_spy_p1w": 0.046092582101008306, "alpha_c_p1w": 0.046092582101008306, "bench_spy_p1w": 0.02034336933750236, "bench_c_p1w": 0.02034336933750236, "ret_p1m": 0.12113792491158337, "ret_signed_p1m": 0.12113792491158337, "alpha_spy_p1m": 0.08667762594947548, "alpha_c_p1m": 0.08667762594947548, "bench_spy_p1m": 0.034460298962107894, "bench_c_p1m": 0.034460298962107894, "ret_p3m": 0.5380719091371693, "ret_signed_p3m": 0.5380719091371693, "alpha_spy_p3m": 0.4503706032813666, "alpha_c_p3m": 0.4503706032813666, "bench_spy_p3m": 0.08770130585580271, "bench_c_p3m": 0.08770130585580271, "ret_p6m": 0.6101638271763723, "ret_signed_p6m": 0.6101638271763723, "alpha_spy_p6m": 0.4452832488419576, "alpha_c_p6m": 0.4452832488419576, "bench_spy_p6m": 0.16488057833441472, "bench_c_p6m": 0.16488057833441472, "ret_p1y": 0.16469696342237916, "ret_signed_p1y": 0.16469696342237916, "alpha_spy_p1y": -0.06986489419866615, "alpha_c_p1y": -0.06986489419866615, "bench_spy_p1y": 0.2345618576210453, "bench_c_p1y": 0.2345618576210453, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.12113792491158337, "alpha_spy_stated": 0.08667762594947548, "alpha_c_stated": 0.08667762594947548, "price_path": [-0.009, -0.0046, 0.0059, 0.0059, 0.052, -0.054, -0.1029, -0.1444, -0.2345, -0.2585, -0.2461, -0.2844, -0.2831, -0.2958, -0.2875, -0.2392, -0.3208, -0.2832, -0.3552, -0.3411, -0.2939, -0.3279, -0.272, -0.2626, -0.2918, -0.2732, -0.2623, -0.2321, -0.1833, -0.1854, -0.221, -0.2395, -0.2753, -0.2875, -0.2852, -0.2618, -0.2943, -0.3752, -0.3429, -0.3473, -0.2233, -0.2522, -0.2525, -0.2181, -0.1693, -0.2174, -0.2083, -0.2083, -0.2335, -0.2066, -0.1489, -0.0902, -0.0479, -0.0322, -0.0201, -0.0002, -0.0191, 0.0491, 0.0448, -0.081, -0.0674, 0.0058, -0.0098, 0.0, 0.0814, 0.0989, 0.0815, 0.0934, 0.0664, 0.0602, 0.0179, 0.0323, 0.0409, 0.0409, 0.0416, 0.0447, 0.0326, 0.1124, 0.1146, 0.1242, 0.0975, 0.0122, 0.0782, 0.1148, 0.1211, 0.1514, 0.1412, 0.1599, 0.1937, 0.1666, 0.1815, 0.1815, 0.159, 0.1812, 0.2091, 0.2063, 0.2177, 0.1037, 0.1508, 0.1032, 0.1153, 0.1342, 0.1342, 0.1744, 0.1794, 0.2083, 0.2029, 0.1996, 0.2591, 0.2543, 0.2739, 0.2999, 0.296, 0.2814, 0.2584, 0.3053, 0.3073, 0.3405, 0.3328, 0.3189, 0.3389, 0.3367, 0.3023, 0.3562, 0.4627, 0.5156, 0.5381, 0.5783, 0.5421, 0.5783, 0.5564, 0.5281, 0.4956, 0.4691, 0.3317, 0.317, 0.3184, 0.34, 0.3268, 0.358, 0.323, 0.3348, 0.3229, 0.3229, 0.3261, 0.3076, 0.3181, 0.2925, 0.3177, 0.3706, 0.4076, 0.3875, 0.4472, 0.4453, 0.4373, 0.421, 0.4939, 0.5397, 0.5138, 0.541, 0.5158, 0.5121, 0.499, 0.5099, 0.5399, 0.5613, 0.579, 0.461, 0.5155, 0.5378, 0.5496, 0.5657, 0.481, 0.4959, 0.5173, 0.5163, 0.5036, 0.5039, 0.5329, 0.5322, 0.4814, 0.5236, 0.5586, 0.597, 0.6005, 0.6783, 0.6423, 0.6923, 0.7489, 0.6102]}
{"unit_id": "quote:1926224281282678863", "ticker_idx": 0, "ts": "2025-05-24T10:30:30+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Goatly Bullish 🐐🐂", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Bullish PLTR: US Army consolidating 75+ contracts into one sole-source deal with Palantir, cementing its monopoly position.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "🚨 JUST IN: $PLTR The @USArmy wants to simplify things by making ONE BIG DEAL with Palantir instead of handling over 75 separate contracts that have same or similar capabilities as Palantir.\n\nThis is no different than saying, \"Palantir is THE Best\"\n\n\"Only Palantir can directly provide the full suite of their commercial solutions while meeting active provisional authorizations across all relevant impact levels.\"\n\nGoatly Bullish 🐐🐂\n\nEach contract takes a lot of work, like making new agreements or updating them. By putting everything into one agreement, the Army can save time, reduce extra work, and make things cheaper. One team will handle it all, and they'll check every 18-24 months to make sure it's still the best plan. Palantir is the only company that can provide all these tools that work with lots of other Army and military systems.\n\nLFG\n\nA nice find by @NPjoa_Hodl", "reply_text": null, "parent_text": null, "quoted_text": "$PLTR valuation makes ZERO sense \n\nBut then why do institutions keep buying it?\nWhat do they know that you don't?\n\nI work in BIG DATA analytics and let me share the secrets of Palantir in the most basic way\n\nPalantir has monopoly on Automated Governance, serving as the ultimate https://t.co/XGLRmO7rq8", "parent_author": null, "ret_m1d": -0.0006483656005382699, "ret_signed_m1d": -0.0006483656005382699, "alpha_spy_m1d": 0.01971876563750885, "alpha_c_m1d": 0.01971876563750885, "bench_spy_m1d": -0.02036713123804712, "bench_c_m1d": -0.02036713123804712, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.002998644528829475, "ret_signed_p1d": 0.002998644528829475, "alpha_spy_p1d": 0.00878409626982568, "alpha_c_p1d": 0.00878409626982568, "bench_spy_p1d": -0.005785451740996206, "bench_c_p1d": -0.005785451740996206, "ret_p1w": 0.07926087063517206, "ret_signed_p1w": 0.07926087063517206, "alpha_spy_p1w": 0.07090438621140449, "alpha_c_p1w": 0.07090438621140449, "bench_spy_p1w": 0.008356484423767574, "bench_c_p1w": 0.008356484423767574, "ret_p1m": 0.15811649731212074, "ret_signed_p1m": 0.15811649731212074, "alpha_spy_p1m": 0.12806517088917935, "alpha_c_p1m": 0.12806517088917935, "bench_spy_p1m": 0.030051326422941393, "bench_c_p1m": 0.030051326422941393, "ret_p3m": 0.286490041967544, "ret_signed_p3m": 0.286490041967544, "alpha_spy_p3m": 0.191644943650358, "alpha_c_p3m": 0.191644943650358, "bench_spy_p3m": 0.09484509831718602, "bench_c_p3m": 0.09484509831718602, "ret_p6m": 0.34062727115000624, "ret_signed_p6m": 0.34062727115000624, "alpha_spy_p6m": 0.21327990553713905, "alpha_c_p6m": 0.21327990553713905, "bench_spy_p6m": 0.1273473656128672, "bench_c_p6m": 0.1273473656128672, "ret_p1y": 0.08379930617584619, "ret_signed_p1y": 0.08379930617584619, "alpha_spy_p1y": -0.19632693366477416, "alpha_c_p1y": -0.19632693366477416, "bench_spy_p1y": 0.28012623984062035, "bench_c_p1y": 0.28012623984062035, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.15811649731212074, "alpha_spy_stated": 0.12806517088917935, "alpha_c_stated": 0.12806517088917935, "price_path": [-0.313, -0.3118, -0.3239, -0.316, -0.2696, -0.3479, -0.3119, -0.381, -0.3675, -0.3221, -0.3547, -0.3011, -0.2921, -0.3201, -0.3022, -0.2918, -0.2628, -0.2159, -0.2179, -0.2521, -0.2699, -0.3042, -0.316, -0.3137, -0.2913, -0.3225, -0.4002, -0.3692, -0.3734, -0.2543, -0.282, -0.2824, -0.2494, -0.2025, -0.2486, -0.24, -0.24, -0.2641, -0.2383, -0.1829, -0.1265, -0.086, -0.0708, -0.0592, -0.0401, -0.0583, 0.0072, 0.0031, -0.1178, -0.1046, -0.0344, -0.0494, -0.04, 0.0382, 0.055, 0.0383, 0.0497, 0.0238, 0.0178, -0.0228, -0.0089, -0.0006, -0.0006, 0.0, 0.003, -0.0087, 0.068, 0.0701, 0.0793, 0.0537, -0.0282, 0.0351, 0.0703, 0.0763, 0.1054, 0.0956, 0.1135, 0.146, 0.12, 0.1343, 0.1343, 0.1127, 0.134, 0.1608, 0.1581, 0.1691, 0.0596, 0.1048, 0.0591, 0.0708, 0.0889, 0.0889, 0.1275, 0.1323, 0.16, 0.1549, 0.1516, 0.2088, 0.2041, 0.223, 0.248, 0.2442, 0.2302, 0.2081, 0.2532, 0.255, 0.287, 0.2795, 0.2662, 0.2854, 0.2833, 0.2503, 0.3021, 0.4042, 0.4551, 0.4766, 0.5152, 0.4805, 0.5153, 0.4942, 0.4671, 0.4359, 0.4104, 0.2785, 0.2644, 0.2657, 0.2865, 0.2738, 0.3038, 0.2701, 0.2815, 0.27, 0.27, 0.2731, 0.2554, 0.2654, 0.2409, 0.2651, 0.3158, 0.3513, 0.332, 0.3893, 0.3876, 0.3799, 0.3642, 0.4342, 0.4782, 0.4534, 0.4795, 0.4552, 0.4517, 0.4391, 0.4496, 0.4784, 0.4989, 0.5159, 0.4026, 0.455, 0.4764, 0.4876, 0.5031, 0.4218, 0.4362, 0.4567, 0.4557, 0.4436, 0.4438, 0.4717, 0.471, 0.4222, 0.4627, 0.4963, 0.5332, 0.5366, 0.6112, 0.5767, 0.6247, 0.6791, 0.5458, 0.5228, 0.4187, 0.442, 0.5691, 0.5476, 0.4926, 0.3951, 0.4102, 0.3879, 0.3561, 0.3406]}
{"unit_id": "reply:1902184792168526318", "ticker_idx": 0, "ts": "2025-03-19T02:26:09+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "It's going to be in billions in 2025.. I am thinking $2B... it will surpass NAND sales soon.", "tweet_type": "prediction", "timeline": "quarters", "summary": "Micron HBM revenue seen reaching ~$2B in 2025, surpassing NAND sales; implied bullish on MU.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@nrlntwrth Still low compared to others.\n\nBefore HBM: 75% DRAM 25% NAND (total rev 7-9 billions)\n\nMicron has stated that HBM sales in FY2024 generated \"several hundred million dollars.\"\n\nIt's going to be in billions in 2025.. I am thinking $2B... it will surpass NAND sales soon.", "reply_text": null, "parent_text": "@TradexWhisperer What is the revenue split between HBM  and core components?", "quoted_text": null, "parent_author": "nrlntwrth", "ret_m1d": -0.0033315045897661655, "ret_signed_m1d": -0.0033315045897661655, "alpha_spy_m1d": 0.0074420087308547656, "alpha_c_m1d": 0.005419203479095858, "bench_spy_m1d": -0.010773513320620931, "bench_c_m1d": -0.008750708068862023, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.009210219875401382, "ret_signed_p1d": 0.009210219875401382, "alpha_spy_p1d": 0.012101809352012327, "alpha_c_p1d": 0.01079327877596159, "bench_spy_p1d": -0.002891589476610945, "bench_c_p1d": -0.001583058900560208, "ret_p1w": -0.09729573544603232, "ret_signed_p1w": -0.09729573544603232, "alpha_spy_p1w": -0.10288603960148801, "alpha_c_p1w": -0.0735500538584073, "bench_spy_p1w": 0.005590304155455694, "bench_c_p1w": -0.023745681587625023, "ret_p1m": -0.325009048679193, "ret_signed_p1m": -0.325009048679193, "alpha_spy_p1m": -0.2560011388421405, "alpha_c_p1m": -0.17162968907497922, "bench_spy_p1m": -0.06900790983705252, "bench_c_p1m": -0.15337935960421378, "ret_p3m": 0.1757400559067317, "ret_signed_p3m": 0.1757400559067317, "alpha_spy_p3m": 0.10985919167001024, "alpha_c_p3m": 0.017567568178130433, "bench_spy_p3m": 0.06588086423672146, "bench_c_p3m": 0.15817248772860126, "ret_p6m": 0.4786199068541268, "ret_signed_p6m": 0.4786199068541268, "alpha_spy_p6m": 0.312117836898153, "alpha_c_p6m": 0.14213521837211873, "bench_spy_p6m": 0.16650206995597383, "bench_c_p6m": 0.3364846884820081, "ret_p1y": 2.640148584414423, "ret_signed_p1y": 2.640148584414423, "alpha_spy_p1y": 2.4406425934736276, "alpha_c_p1y": 1.9614882722395155, "bench_spy_p1y": 0.19950599094079546, "bench_c_p1y": 0.6786603121749075, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": 0.1757400559067317, "alpha_spy_stated": 0.10985919167001024, "alpha_c_stated": 0.017567568178130433, "price_path": [-0.1181, -0.122, -0.1264, -0.1264, -0.1211, -0.1327, -0.1641, -0.1754, -0.1754, -0.1443, -0.1194, -0.0274, -0.0015, -0.026, -0.026, -0.0267, -0.0686, -0.0461, 0.0111, 0.0053, 0.0362, 0.0362, 0.0717, 0.0703, 0.0272, 0.0111, -0.1073, -0.1353, -0.1279, -0.0937, -0.106, -0.1189, -0.1117, -0.0829, -0.0737, -0.0956, -0.0601, -0.0782, -0.1017, -0.0627, -0.0249, -0.0249, 0.0463, 0.0225, 0.011, -0.0316, -0.0652, -0.0866, -0.0426, -0.1003, -0.0826, -0.1129, -0.1064, -0.0756, -0.1253, -0.0892, -0.1468, -0.1275, -0.0629, -0.0704, -0.0124, 0.0103, -0.0033, 0.0, 0.0092, -0.0719, -0.0502, -0.0772, -0.0973, -0.1068, -0.1335, -0.1475, -0.1297, -0.1308, -0.2707, -0.365, -0.3292, -0.357, -0.236, -0.3127, -0.3177, -0.3032, -0.303, -0.3198, -0.325, -0.325, -0.3452, -0.3112, -0.2845, -0.2404, -0.2173, -0.2293, -0.2457, -0.2451, -0.237, -0.2081, -0.211, -0.2101, -0.1894, -0.1646, -0.1576, -0.0946, -0.049, -0.0648, -0.0635, -0.0385, -0.0322, -0.0375, -0.0597, -0.0696, -0.084, -0.084, -0.0544, -0.0564, -0.0503, -0.0733, -0.0368, 0.0032, 0.013, 0.0428, 0.0651, 0.0885, 0.1198, 0.1384, 0.1398, 0.1341, 0.1757, 0.1806, 0.1952, 0.1952, 0.2126, 0.1977, 0.2549, 0.2484, 0.2362, 0.224, 0.2092, 0.186, 0.1944, 0.1998, 0.1998, 0.1776, 0.2218, 0.2004, 0.209, 0.2229, 0.1648, 0.1795, 0.1434, 0.1122, 0.1233, 0.1119, 0.0726, 0.0785, 0.0972, 0.0926, 0.0925, 0.0995, 0.1268, 0.0718, 0.0299, 0.0583, 0.071, 0.0682, 0.0986, 0.1675, 0.2149, 0.2545, 0.2203, 0.2304, 0.187, 0.2133, 0.1985, 0.151, 0.1371, 0.1556, 0.1433, 0.144, 0.1563, 0.1981, 0.1687, 0.1687, 0.1635, 0.1658, 0.2198, 0.2901, 0.291, 0.3281, 0.3748, 0.4786]}
{"unit_id": "quote:1915890433915556015", "ticker_idx": 0, "ts": "2025-04-25T22:07:29+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$PLTR YOU SHOULD HAVE BOUGHT SHARES. FULL STOP.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Decisive buy verdict on PLTR; emphatic that shares should be owned.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "💯 $PLTR YOU SHOULD HAVE BOUGHT SHARES. FULL STOP. https://t.co/5DcMarjFZG", "reply_text": null, "parent_text": null, "quoted_text": "✨️ FREE TRIAL IS AVAILABLE FOR A LIMITED TIME. \n\nStay Ahead Of The Market With Smart Signals\n\nWe Upload 130+ Smart Candle Charts, Daily\n\n$PLTR $RKLB $HIMS\n\nhttps://t.co/HkNx1YULT2 https://t.co/GyUUvNj2Ei", "parent_author": null, "ret_m1d": -0.01631053398773774, "ret_signed_m1d": -0.01631053398773774, "alpha_spy_m1d": -0.015929406580958094, "alpha_c_m1d": -0.015929406580958094, "bench_spy_m1d": -0.0003811274067796466, "bench_c_m1d": -0.0003811274067796466, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.012472745627072568, "ret_signed_p1d": 0.012472745627072568, "alpha_spy_p1d": 0.006173469151161681, "alpha_c_p1d": 0.006173469151161681, "bench_spy_p1d": 0.006299276475910887, "bench_c_p1d": 0.006299276475910887, "ret_p1w": 0.07954640205677554, "ret_signed_p1w": 0.07954640205677554, "alpha_spy_p1w": 0.05656392504099417, "alpha_c_p1w": 0.05656392504099417, "bench_spy_p1w": 0.022982477015781377, "bench_c_p1w": 0.022982477015781377, "ret_p1m": 0.07623199081943954, "ret_signed_p1m": 0.07623199081943954, "alpha_spy_p1m": 0.0030722704581909177, "alpha_c_p1m": 0.0030722704581909177, "bench_spy_p1m": 0.07315972036124863, "bench_c_p1m": 0.07315972036124863, "ret_p3m": 0.35071956868135246, "ret_signed_p3m": 0.35071956868135246, "alpha_spy_p3m": 0.19560397258157125, "alpha_c_p3m": 0.19560397258157125, "bench_spy_p3m": 0.1551155960997812, "bench_c_p3m": 0.1551155960997812, "ret_p6m": 0.5831660888889332, "ret_signed_p6m": 0.5831660888889332, "alpha_spy_p6m": 0.3575310235495157, "alpha_c_p6m": 0.3575310235495157, "bench_spy_p6m": 0.22563506533941746, "bench_c_p6m": 0.22563506533941746, "ret_p1y": 0.23986037509470193, "ret_signed_p1y": 0.23986037509470193, "alpha_spy_p1y": -0.04536022992033706, "alpha_c_p1y": -0.04536022992033706, "bench_spy_p1y": 0.285220605015039, "bench_c_p1y": 0.285220605015039, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.07623199081943954, "alpha_spy_stated": 0.0030722704581909177, "alpha_c_stated": 0.0030722704581909177, "price_path": [-0.3043, -0.2916, -0.2805, -0.2696, -0.0944, -0.1159, -0.0294, -0.0331, 0.0174, -0.0177, 0.0239, 0.0284, 0.0393, 0.0393, 0.087, -0.0226, -0.0731, -0.116, -0.2091, -0.2338, -0.221, -0.2606, -0.2593, -0.2724, -0.2638, -0.2139, -0.2982, -0.2594, -0.3338, -0.3192, -0.2704, -0.3055, -0.2478, -0.2381, -0.2683, -0.249, -0.2378, -0.2066, -0.1561, -0.1583, -0.1951, -0.2142, -0.2512, -0.2638, -0.2614, -0.2372, -0.2708, -0.3545, -0.3211, -0.3256, -0.1975, -0.2273, -0.2276, -0.1922, -0.1417, -0.1914, -0.182, -0.182, -0.208, -0.1802, -0.1206, -0.0599, -0.0163, 0.0, 0.0125, 0.0331, 0.0135, 0.084, 0.0795, -0.0505, -0.0364, 0.0392, 0.0231, 0.0332, 0.1173, 0.1355, 0.1175, 0.1297, 0.1019, 0.0954, 0.0517, 0.0666, 0.0755, 0.0755, 0.0762, 0.0795, 0.0669, 0.1494, 0.1517, 0.1615, 0.134, 0.0459, 0.114, 0.1519, 0.1584, 0.1896, 0.1792, 0.1984, 0.2334, 0.2054, 0.2208, 0.2208, 0.1976, 0.2204, 0.2493, 0.2464, 0.2582, 0.1403, 0.189, 0.1398, 0.1524, 0.1719, 0.1719, 0.2134, 0.2186, 0.2484, 0.2429, 0.2394, 0.3009, 0.2959, 0.3163, 0.3431, 0.339, 0.3239, 0.3002, 0.3487, 0.3507, 0.3851, 0.3771, 0.3628, 0.3834, 0.3812, 0.3456, 0.4013, 0.5113, 0.566, 0.5892, 0.6307, 0.5934, 0.6308, 0.6081, 0.5789, 0.5453, 0.5179, 0.3759, 0.3608, 0.3622, 0.3846, 0.3709, 0.4031, 0.3669, 0.3792, 0.3669, 0.3669, 0.3702, 0.3511, 0.3619, 0.3355, 0.3615, 0.4161, 0.4543, 0.4336, 0.4952, 0.4933, 0.485, 0.4682, 0.5436, 0.5908, 0.5642, 0.5922, 0.5662, 0.5623, 0.5488, 0.5601, 0.5911, 0.6132, 0.6315, 0.5096, 0.5659, 0.5889, 0.601, 0.6177, 0.5302, 0.5457, 0.5677, 0.5667, 0.5536, 0.5539, 0.5839, 0.5832]}
{"unit_id": "reply:1912593086448029724", "ticker_idx": 0, "ts": "2025-04-16T19:45:00+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Dump the custom (expensive and slow to production) systems and replace with already commercially available which are superior. This is also outlined in Palantir's lawsuit against Army.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish Palantir: government must replace expensive custom systems with superior commercial solutions like Palantir's, supported by federal contracting reform mandate.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "reply_other", "lang": "en", "tweet_text": "Yeah. Dump the custom (expensive and slow to production) systems and replace with already commercially available which are superior. This is also outlined in Palantir's lawsuit against Army. They suited the government for the exact same reason.\n\n\"Previous administrations evaded statutory requirements and abused the federal contracting framework by procuring custom products and services where a suitable or superior commercial solution would fulfill the Government’s needs,” the fact sheet stated, citing a 2019 Alliance for Digital Innovation report that asserted the government could have saved an estimated $345 billion over the last 25 years if it had abided by FASA.\"", "reply_text": null, "parent_text": "@TradexWhisperer So they have to buy Palantir and dump the old system? Is that what you are saying?", "quoted_text": null, "parent_author": "retiredlife5678", "ret_m1d": 0.06137420448275277, "ret_signed_m1d": 0.06137420448275277, "alpha_spy_m1d": 0.03864092675649511, "alpha_c_m1d": 0.03864092675649511, "bench_spy_m1d": 0.02273327772625766, "bench_c_m1d": 0.02273327772625766, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.011541362370733, "ret_signed_p1d": 0.011541362370733, "alpha_spy_p1d": 0.010114645258934907, "alpha_c_p1d": 0.010114645258934907, "bench_spy_p1d": 0.0014267171117980926, "bench_c_p1d": 0.0014267171117980926, "ret_p1w": 0.08747708651104769, "ret_signed_p1w": 0.08747708651104769, "alpha_spy_p1w": 0.0689099828845463, "alpha_c_p1w": 0.0689099828845463, "bench_spy_p1w": 0.01856710362650138, "bench_c_p1w": 0.01856710362650138, "ret_p1m": 0.3819436563735812, "ret_signed_p1m": 0.3819436563735812, "alpha_spy_p1m": 0.2586700935817794, "alpha_c_p1m": 0.2586700935817794, "bench_spy_p1m": 0.1232735627918018, "bench_c_p1m": 0.1232735627918018, "ret_p3m": 0.6087800169276936, "ret_signed_p3m": 0.6087800169276936, "alpha_spy_p3m": 0.41664618881384263, "alpha_c_p3m": 0.41664618881384263, "bench_spy_p3m": 0.19213382811385094, "bench_c_p3m": 0.19213382811385094, "ret_p6m": 1.000539349069697, "ret_signed_p6m": 1.000539349069697, "alpha_spy_p6m": 0.7164196513071832, "alpha_c_p6m": 0.7164196513071832, "bench_spy_p6m": 0.2841196977625138, "bench_c_p6m": 0.2841196977625138, "ret_p1y": 0.6013375922762976, "ret_signed_p1y": 0.6013375922762976, "alpha_spy_p1y": 0.339403775371778, "alpha_c_p1y": 0.339403775371778, "bench_spy_p1y": 0.26193381690451956, "bench_c_p1y": 0.26193381690451956, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.3819436563735812, "alpha_spy_stated": 0.2586700935817794, "alpha_c_stated": 0.2586700935817794, "price_path": [-0.2259, -0.2259, -0.2118, -0.1709, -0.1481, -0.1481, -0.1863, -0.1346, -0.1397, -0.1239, -0.1102, -0.0968, 0.1199, 0.0933, 0.2003, 0.1957, 0.2582, 0.2148, 0.2662, 0.2718, 0.2853, 0.2853, 0.3442, 0.2087, 0.1463, 0.0932, -0.0219, -0.0525, -0.0367, -0.0856, -0.084, -0.1002, -0.0896, -0.0278, -0.1321, -0.0841, -0.1761, -0.1581, -0.0977, -0.1412, -0.0698, -0.0578, -0.0951, -0.0713, -0.0574, -0.0189, 0.0436, 0.0409, -0.0046, -0.0283, -0.074, -0.0896, -0.0866, -0.0567, -0.0983, -0.2017, -0.1604, -0.166, -0.0076, -0.0444, -0.0449, -0.001, 0.0614, 0.0, 0.0115, 0.0115, -0.0206, 0.0138, 0.0875, 0.1625, 0.2165, 0.2367, 0.2521, 0.2775, 0.2534, 0.3405, 0.335, 0.1742, 0.1917, 0.2852, 0.2652, 0.2777, 0.3817, 0.4042, 0.3819, 0.397, 0.3626, 0.3547, 0.3006, 0.3191, 0.3301, 0.3301, 0.3309, 0.3349, 0.3194, 0.4214, 0.4242, 0.4364, 0.4023, 0.2934, 0.3776, 0.4244, 0.4325, 0.4711, 0.4582, 0.482, 0.5253, 0.4907, 0.5097, 0.5097, 0.481, 0.5092, 0.5449, 0.5414, 0.5559, 0.4102, 0.4704, 0.4096, 0.4251, 0.4493, 0.4493, 0.5006, 0.507, 0.5438, 0.5371, 0.5327, 0.6088, 0.6026, 0.6278, 0.661, 0.6559, 0.6373, 0.6079, 0.6679, 0.6704, 0.7129, 0.7029, 0.6853, 0.7108, 0.708, 0.664, 0.7329, 0.8689, 0.9366, 0.9653, 1.0166, 0.9704, 1.0167, 0.9887, 0.9525, 0.911, 0.8771, 0.7015, 0.6828, 0.6846, 0.7122, 0.6953, 0.7352, 0.6904, 0.7055, 0.6903, 0.6903, 0.6944, 0.6708, 0.6842, 0.6515, 0.6837, 0.7513, 0.7985, 0.7728, 0.8491, 0.8467, 0.8365, 0.8157, 0.9089, 0.9673, 0.9343, 0.969, 0.9368, 0.932, 0.9153, 0.9292, 0.9676, 0.9949, 1.0176, 0.8668, 0.9365, 0.9649, 0.9799, 1.0005]}
{"unit_id": "quote:1898226610396185094", "ticker_idx": 0, "ts": "2025-03-08T04:17:45+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Dollar Cost Average journey starts again today. 1000 shares added this morning right at the support level", "tweet_type": "position_disclosure", "timeline": "weeks", "summary": "Added 1000 shares of PLTR at support; DCA accumulation continues with next buy at BLUE candle level.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "💰 $PLTR Dollar Cost Average journey starts again today.\n\n1000 shares added this morning right at the support level that I shared yesterday. Next DCA point will be at BLUE candle.\n\n$PLTR hit my bear case ($78-$79) 3 times this week and I couldn't resist & wait for BLUE candle https://t.co/KvbHKvkNBk", "reply_text": null, "parent_text": null, "quoted_text": "$PLTR Today's Support Level = $80.3 \n\n👀 the orange trend line https://t.co/XKFwVRXFpe", "parent_author": null, "ret_m1d": 0.11167853777724113, "ret_signed_m1d": 0.11167853777724113, "alpha_spy_m1d": 0.08431415894506356, "alpha_c_m1d": 0.08431415894506356, "bench_spy_m1d": 0.02736437883217757, "bench_c_m1d": 0.02736437883217757, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.021864439099140043, "ret_signed_p1d": 0.021864439099140043, "alpha_spy_p1d": 0.030177330276511927, "alpha_c_p1d": 0.030177330276511927, "bench_spy_p1d": -0.008312891177371884, "bench_c_p1d": -0.008312891177371884, "ret_p1w": 0.14362400648308782, "ret_signed_p1w": 0.14362400648308782, "alpha_spy_p1w": 0.1319040093313868, "alpha_c_p1w": 0.1319040093313868, "bench_spy_p1w": 0.011719997151701023, "bench_c_p1w": 0.011719997151701023, "ret_p1m": 0.012306919026030538, "ret_signed_p1m": 0.012306919026030538, "alpha_spy_p1m": 0.12398853280222932, "alpha_c_p1m": 0.12398853280222932, "bench_spy_p1m": -0.11168161377619878, "bench_c_p1m": -0.11168161377619878, "ret_p3m": 0.5699136943441492, "ret_signed_p3m": 0.5699136943441492, "alpha_spy_p3m": 0.5088091545742213, "alpha_c_p3m": 0.5088091545742213, "bench_spy_p3m": 0.06110453976992791, "bench_c_p3m": 0.06110453976992791, "ret_p6m": 1.05669025905681, "ret_signed_p6m": 1.05669025905681, "alpha_spy_p6m": 0.9077113775545735, "alpha_c_p6m": 0.9077113775545735, "bench_spy_p6m": 0.14897888150223637, "bench_c_p6m": 0.14897888150223637, "ret_p1y": 0.7568736222414738, "ret_signed_p1y": 0.7568736222414738, "alpha_spy_p1y": 0.5058660586345396, "alpha_c_p1y": 0.5058660586345396, "bench_spy_p1y": 0.2510075636069342, "bench_c_p1y": 0.2510075636069342, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.012306919026030538, "alpha_spy_stated": 0.12398853280222932, "alpha_c_stated": 0.12398853280222932, "price_path": [-0.0507, -0.0416, -0.0041, -0.0082, -0.0261, -0.0638, -0.0284, 0.0546, 0.0564, 0.0786, 0.0786, 0.0754, 0.0353, 0.0105, -0.0098, -0.0098, -0.0156, 0.046, -0.006, -0.0837, -0.1067, -0.1067, -0.1194, -0.1493, -0.1371, -0.1079, -0.0935, -0.0604, -0.0604, -0.0433, 0.0064, 0.034, 0.034, -0.0123, 0.0504, 0.0443, 0.0634, 0.08, 0.0964, 0.3594, 0.327, 0.4569, 0.4513, 0.5272, 0.4745, 0.5369, 0.5437, 0.5601, 0.5601, 0.6316, 0.4671, 0.3913, 0.3269, 0.1872, 0.15, 0.1693, 0.1098, 0.1118, 0.0922, 0.105, 0.18, 0.0534, 0.1117, 0.0, 0.0219, 0.0952, 0.0424, 0.1291, 0.1436, 0.0983, 0.1273, 0.1441, 0.1909, 0.2667, 0.2634, 0.2082, 0.1795, 0.124, 0.105, 0.1087, 0.1449, 0.0945, -0.031, 0.0191, 0.0123, 0.2046, 0.1599, 0.1593, 0.2126, 0.2883, 0.2138, 0.2278, 0.2278, 0.1888, 0.2306, 0.32, 0.4111, 0.4766, 0.501, 0.5198, 0.5507, 0.5213, 0.6271, 0.6205, 0.4252, 0.4465, 0.56, 0.5357, 0.5509, 0.6771, 0.7044, 0.6774, 0.6957, 0.654, 0.6443, 0.5787, 0.6011, 0.6144, 0.6144, 0.6155, 0.6203, 0.6015, 0.7253, 0.7287, 0.7435, 0.7021, 0.5699, 0.6722, 0.729, 0.7388, 0.7857, 0.77, 0.7989, 0.8514, 0.8094, 0.8324, 0.8324, 0.7976, 0.8319, 0.8752, 0.8709, 0.8886, 0.7117, 0.7848, 0.7109, 0.7298, 0.7591, 0.7591, 0.8214, 0.8291, 0.8739, 0.8657, 0.8604, 0.9527, 0.9453, 0.9758, 1.0161, 1.01, 0.9873, 0.9517, 1.0245, 1.0275, 1.0791, 1.067, 1.0456, 1.0766, 1.0732, 1.0198, 1.1034, 1.2685, 1.3506, 1.3854, 1.4478, 1.3917, 1.4479, 1.4139, 1.37, 1.3196, 1.2785, 1.0653, 1.0426, 1.0448, 1.0783, 1.0577, 1.1062, 1.0518, 1.0702, 1.0517, 1.0517, 1.0567]}
{"unit_id": "quote:1949322870431297715", "ticker_idx": 0, "ts": "2025-07-27T04:16:03+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "💯 $PLTR x Lear Corp. CEO emphasizes the importance of Palantir Foundry & AIP in their Tariff Management System and Manufacturing Efficiency with over 11,000 users driving over 175 use cases.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Endorses PLTR bullish thesis via Lear Corp CEO highlighting deep enterprise adoption of Foundry/AIP across 11K+ users and 175 use cases.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "💯 $PLTR x Lear Corp. CEO emphasizes the importance of Palantir Foundry & AIP in their Tariff Management System and Manufacturing Efficiency with over 11,000 users driving over 175 use cases.\n\n\"Over the past 2.5 years, we have leveraged Palantir's foundry, AIP and large language models to build robust real-time data management solutions.\"\n\n\"Adoption has been strong with more than 11,000 users driving over 175 active use cases across our organization. A key area of impact has been the work on the tariff response. Once new tariffs were enacted, our teams quickly developed a fully automated tariff data management system. This system enabled us to provide our customers with real-time documentation, speeding up the invoicing process while providing insight into our greatest mitigation opportunities. Beyond back-office improvements, foundry has delivered significant value to our manufacturing operations. Foundry supports dynamic line balancing, optimizing throughput and efficiency on the shop floor in our just-in-time seating plants. The platform's multilingual capabilities enabled us to quickly standardize our processes globally. This partnership is complementary to our acquisitions and investments in automation we have made over the last several years. We look forward to building on this momentum in the years to come. Most importantly, it is our Lear team members who are driving these innovations and delivering measurable results. We are approaching enterprise-wide adoption and developing institutional knowledge that gives us a first-mover advantage in the automotive industry, which will be difficult to replicate.", "reply_text": null, "parent_text": null, "quoted_text": "$PLTR valuation makes ZERO sense \n\nBut then why do institutions keep buying it?\nWhat do they know that you don't?\n\nI work in BIG DATA analytics and let me share the secrets of Palantir in the most basic way\n\nPalantir has monopoly on Automated Governance, serving as the ultimate https://t.co/XGLRmO7rq8", "parent_author": null, "ret_m1d": 0.005827198761668262, "ret_signed_m1d": 0.005827198761668262, "alpha_spy_m1d": 0.005576066705446081, "alpha_c_m1d": 0.005576066705446081, "bench_spy_m1d": 0.0002511320562221808, "bench_c_m1d": 0.0002511320562221808, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.010387631992193946, "ret_signed_p1d": -0.010387631992193946, "alpha_spy_p1d": -0.007749970302922016, "alpha_c_p1d": -0.007749970302922016, "bench_spy_p1d": -0.0026376616892719307, "bench_c_p1d": -0.0026376616892719307, "ret_p1w": 0.01760830183252371, "ret_signed_p1w": 0.01760830183252371, "alpha_spy_p1w": 0.02666736756895538, "alpha_c_p1w": 0.02666736756895538, "bench_spy_p1w": -0.00905906573643167, "bench_c_p1w": -0.00905906573643167, "ret_p1m": 0.018938371813418398, "ret_signed_p1m": 0.018938371813418398, "alpha_spy_p1m": 0.006033071367145482, "alpha_c_p1m": 0.006033071367145482, "bench_spy_p1m": 0.012905300446272916, "bench_c_p1m": 0.012905300446272916, "ret_p3m": 0.14314663127545235, "ret_signed_p3m": 0.14314663127545235, "alpha_spy_p3m": 0.08555503613830684, "alpha_c_p3m": 0.08555503613830684, "bench_spy_p3m": 0.05759159513714551, "bench_c_p3m": 0.05759159513714551, "ret_p6m": 0.06745625517550113, "ret_signed_p6m": 0.06745625517550113, "alpha_spy_p6m": -0.0024502087911664194, "alpha_c_p6m": -0.0024502087911664194, "bench_spy_p6m": 0.06990646396666755, "bench_c_p6m": 0.06990646396666755, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.018938371813418398, "alpha_spy_stated": 0.006033071367145482, "alpha_c_stated": 0.006033071367145482, "price_path": [-0.2498, -0.264, -0.2128, -0.2161, -0.3105, -0.3002, -0.2453, -0.257, -0.2497, -0.1886, -0.1754, -0.1885, -0.1796, -0.1998, -0.2045, -0.2363, -0.2254, -0.219, -0.219, -0.2185, -0.2161, -0.2252, -0.1653, -0.1637, -0.1565, -0.1765, -0.2405, -0.191, -0.1635, -0.1588, -0.1361, -0.1437, -0.1297, -0.1043, -0.1247, -0.1135, -0.1135, -0.1304, -0.1138, -0.0928, -0.0949, -0.0863, -0.1719, -0.1366, -0.1723, -0.1632, -0.149, -0.149, -0.1188, -0.1151, -0.0934, -0.0974, -0.0999, -0.0553, -0.0589, -0.0441, -0.0246, -0.0276, -0.0386, -0.0558, -0.0206, -0.0191, 0.0058, 0.0, -0.0104, 0.0046, 0.003, -0.0229, 0.0176, 0.0975, 0.1372, 0.154, 0.1842, 0.1571, 0.1843, 0.1678, 0.1466, 0.1222, 0.1023, -0.0008, -0.0118, -0.0108, 0.0054, -0.0045, 0.0189, -0.0073, 0.0015, -0.0074, -0.0074, -0.005, -0.0189, -0.011, -0.0302, -0.0113, 0.0284, 0.0561, 0.041, 0.0858, 0.0844, 0.0784, 0.0662, 0.1209, 0.1552, 0.1359, 0.1563, 0.1373, 0.1345, 0.1247, 0.1329, 0.1554, 0.1715, 0.1848, 0.0962, 0.1371, 0.1539, 0.1627, 0.1748, 0.1112, 0.1224, 0.1385, 0.1377, 0.1282, 0.1284, 0.1502, 0.1497, 0.1115, 0.1431, 0.1694, 0.1983, 0.2009, 0.2592, 0.2323, 0.2698, 0.3123, 0.2081, 0.1901, 0.1088, 0.127, 0.2263, 0.2095, 0.1665, 0.0903, 0.1022, 0.0847, 0.0599, 0.0478, -0.0135, -0.0192, 0.0277, 0.0359, 0.05, 0.05, 0.0669, 0.0609, 0.0811, 0.1153, 0.1269, 0.1513, 0.1495, 0.1518, 0.1902, 0.1879, 0.1627, 0.1607, 0.1892, 0.1229, 0.1761, 0.2249, 0.2287, 0.2296, 0.2299, 0.2299, 0.1953, 0.1666, 0.1454, 0.1259, 0.1259, 0.0632, 0.1024, 0.1383, 0.1507, 0.1202, 0.1242, 0.1364, 0.1335, 0.13, 0.1215, 0.0828, 0.0828, 0.0675]}
{"unit_id": "quote:1948979895927013799", "ticker_idx": 0, "ts": "2025-07-26T05:33:12+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$HIMS PRICE TARGET $67 BY EARNINGS", "tweet_type": "prediction", "timeline": "weeks", "summary": "Long HIMS with $67 price target by earnings, bullish on blue candle signal and 35% short interest.", "resolved_tickers": ["HIMS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - Specialty & Generic", "unit_kind": "quote", "lang": "en", "tweet_text": "🟦 $HIMS (W) BLUE Candle & Rising Above Fib 0.618\n\nEnded the week STRONG despite the turbulence today. Earnings is only 6 trading days away. 35% short interest. Market is ATH. Expect more noise but be strong.\n\n230+ Daily BLUE Candle Alerts. Free Trial: \nhttps://t.co/ZQDP5HCFyq", "reply_text": null, "parent_text": null, "quoted_text": "🟦 $HIMS PRICE TARGET $67 BY EARNINGS\n\nBLUE-PINK Candle Strategy = Consistent Gains 🤑\n\nOur system just works. Try for free:\nhttps://t.co/ZQDP5HCFyq https://t.co/cMwWGYxfDW", "parent_author": null, "ret_m1d": -0.01755280800852388, "ret_signed_m1d": -0.01755280800852388, "alpha_spy_m1d": -0.01780394006474606, "alpha_c_m1d": -0.01780394006474606, "bench_spy_m1d": 0.0002511320562221808, "bench_c_m1d": 0.0002511320562221808, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.027096116978848173, "ret_signed_p1d": 0.027096116978848173, "alpha_spy_p1d": 0.029733778668120103, "alpha_c_p1d": 0.029733778668120103, "bench_spy_p1d": -0.0026376616892719307, "bench_c_p1d": -0.0026376616892719307, "ret_p1w": 0.07958415379444705, "ret_signed_p1w": 0.07958415379444705, "alpha_spy_p1w": 0.08864321953087873, "alpha_c_p1w": 0.08864321953087873, "bench_spy_p1w": -0.00905906573643167, "bench_c_p1w": -0.00905906573643167, "ret_p1m": -0.22716431086792166, "ret_signed_p1m": -0.22716431086792166, "alpha_spy_p1m": -0.24006961131419458, "alpha_c_p1m": -0.24006961131419458, "bench_spy_p1m": 0.012905300446272916, "bench_c_p1m": 0.012905300446272916, "ret_p3m": -0.17365369075859038, "ret_signed_p3m": -0.17365369075859038, "alpha_spy_p3m": -0.2312452858957359, "alpha_c_p3m": -0.2312452858957359, "bench_spy_p3m": 0.05759159513714551, "bench_c_p3m": 0.05759159513714551, "ret_p6m": -0.4807430273536155, "ret_signed_p6m": -0.4807430273536155, "alpha_spy_p6m": -0.5506494913202831, "alpha_c_p6m": -0.5506494913202831, "bench_spy_p6m": 0.06990646396666755, "bench_c_p6m": 0.06990646396666755, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.22716431086792166, "alpha_spy_stated": -0.24006961131419458, "alpha_c_stated": -0.24006961131419458, "price_path": [-0.4359, -0.3838, -0.3044, -0.2863, -0.157, -0.1079, -0.1241, -0.1145, -0.0591, 0.0907, 0.0416, -0.0017, 0.1017, 0.0624, 0.0431, -0.0116, -0.0879, -0.0656, -0.0656, -0.0907, -0.091, -0.107, -0.0361, -0.0325, -0.0673, -0.0864, -0.1007, -0.04, -0.031, -0.0585, -0.0191, -0.0261, -0.0545, 0.0187, 0.0095, 0.0407, 0.0407, 0.0944, -0.2846, -0.2681, -0.2943, -0.2113, -0.158, -0.1505, -0.1827, -0.1912, -0.1823, -0.1823, -0.1748, -0.1656, -0.1268, -0.1433, -0.1839, -0.1133, -0.1401, -0.1164, -0.1481, -0.1414, -0.1888, -0.1478, -0.0112, -0.0232, -0.0176, 0.0, 0.0271, 0.1167, 0.1278, 0.066, 0.0796, -0.0539, -0.1287, -0.13, -0.1149, -0.1483, -0.1827, -0.1764, -0.1968, -0.2157, -0.2314, -0.2812, -0.2607, -0.2509, -0.2405, -0.2674, -0.2272, -0.25, -0.2481, -0.2783, -0.2783, -0.2923, -0.2423, -0.1801, -0.175, -0.1541, -0.1856, -0.1858, -0.1179, -0.0542, -0.0804, -0.1328, -0.142, -0.0423, -0.0147, -0.0167, -0.0457, -0.0925, -0.0649, -0.0048, 0.0075, -0.0334, -0.0404, -0.0138, -0.1046, -0.0668, -0.0121, -0.0087, -0.0073, -0.0806, -0.0673, -0.0794, 0.0695, 0.008, -0.1517, -0.1247, -0.1588, -0.1912, -0.1737, -0.1687, -0.1781, -0.197, -0.2054, -0.2491, -0.2253, -0.2435, -0.2708, -0.2548, -0.2924, -0.3008, -0.3004, -0.3226, -0.335, -0.3857, -0.3698, -0.3937, -0.3821, -0.3894, -0.4271, -0.4085, -0.3562, -0.3679, -0.3456, -0.3456, -0.3224, -0.3608, -0.3812, -0.3683, -0.318, -0.332, -0.3333, -0.3214, -0.3545, -0.3563, -0.3659, -0.3822, -0.3718, -0.4041, -0.4075, -0.394, -0.4027, -0.407, -0.4092, -0.4092, -0.4153, -0.4189, -0.4369, -0.4467, -0.4467, -0.4306, -0.4085, -0.3957, -0.3957, -0.4228, -0.46, -0.4489, -0.4513, -0.4663, -0.4678, -0.4652, -0.4652, -0.4807]}
{"unit_id": "quote:1965116501289246749", "ticker_idx": 0, "ts": "2025-09-08T18:14:18+00:00", "symbol": "ALAB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$ALAB Bollinger Band Contraction + (D) BLUE candle alert = Breakout 💪 It's poised for another upper Bollinger Band climb.", "tweet_type": "prediction", "timeline": "weeks", "summary": "Bullish ALAB: Bollinger Band contraction + daily blue candle signal breakout toward upper band.", "resolved_tickers": ["ALAB"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "🟦 $ALAB Bollinger Band Contraction + (D) BLUE candle alert = Breakout 💪\n\nIt's poised for another upper Bollinger Band climb. Last 3 blue candles have yielded 146% returns 💰💵\n\n230+ Daily BLUE Candle Alerts. Free Trial:\nhttps://t.co/ZQDP5HCFyq https://t.co/oLBpXCGnaA", "reply_text": null, "parent_text": null, "quoted_text": "🟦 $ALAB has been repelled by from the middle Bollinger Band and lighted up another (D) BLUE candle. Climb incoming.\n\nLast BLUE candle returned 124% gains 💰\n\n230+ Daily Smart Candle Alerts. Free Trial:\nhttps://t.co/ZQDP5HCFyq https://t.co/PLTKPR4xmk", "parent_author": null, "ret_m1d": -0.11522447224432708, "ret_signed_m1d": -0.11522447224432708, "alpha_spy_m1d": -0.1127739142608819, "alpha_c_m1d": -0.104297823508963, "bench_spy_m1d": -0.0024505579834451785, "bench_c_m1d": -0.010926648735364086, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.007450257125769522, "ret_signed_p1d": -0.007450257125769522, "alpha_spy_p1d": -0.00976223707770374, "alpha_c_p1d": -0.011800764294350286, "bench_spy_p1d": 0.0023119799519342177, "bench_c_p1d": 0.004350507168580764, "ret_p1w": 0.07029147040070383, "ret_signed_p1w": 0.07029147040070383, "alpha_spy_p1w": 0.05167331688782206, "alpha_c_p1w": 0.034374699092329486, "bench_spy_p1w": 0.018618153512881763, "bench_c_p1w": 0.03591677130837434, "ret_p1m": -0.018509948574846113, "ret_signed_p1m": -0.018509948574846113, "alpha_spy_p1m": -0.0526409473296412, "alpha_c_p1m": -0.15519557446405963, "bench_spy_p1m": 0.03413099875479508, "bench_c_p1m": 0.1366856258892135, "ret_p3m": -0.2942619611321019, "ret_signed_p3m": -0.2942619611321019, "alpha_spy_p3m": -0.35199288425391784, "alpha_c_p3m": -0.5137413311695788, "bench_spy_p3m": 0.057730923121815936, "bench_c_p3m": 0.21947937003747686, "ret_p6m": -0.4919018974985049, "ret_signed_p6m": -0.4919018974985049, "alpha_spy_p6m": -0.5464650238341137, "alpha_c_p6m": -0.814837442990057, "bench_spy_p6m": 0.05456312633560878, "bench_c_p6m": 0.3229355454915521, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.018509948574846113, "alpha_spy_stated": -0.0526409473296412, "alpha_c_stated": -0.15519557446405963, "price_path": [-0.5625, -0.5634, -0.5848, -0.559, -0.5701, -0.5394, -0.5394, -0.5693, -0.6023, -0.5962, -0.5852, -0.5467, -0.5788, -0.5816, -0.5897, -0.5901, -0.5798, -0.5798, -0.5853, -0.5729, -0.5379, -0.551, -0.5562, -0.582, -0.5726, -0.5745, -0.5467, -0.5274, -0.436, -0.459, -0.4471, -0.4369, -0.4344, -0.426, -0.4521, -0.4037, -0.3673, -0.3933, -0.3617, -0.3728, -0.193, -0.2092, -0.1704, -0.1697, -0.1115, -0.1039, -0.1176, -0.14, -0.1373, -0.2084, -0.202, -0.1785, -0.1713, -0.1941, -0.1737, -0.1708, -0.1247, -0.1569, -0.1569, -0.1937, -0.1827, -0.1303, -0.1152, 0.0, -0.0075, 0.066, 0.0777, 0.062, 0.0703, 0.105, 0.154, 0.1656, 0.1347, 0.0981, 0.0648, -0.0501, -0.0715, -0.0848, -0.0801, -0.0939, -0.1, -0.0301, -0.0711, 0.0218, -0.0185, 0.0151, 0.0432, -0.0458, -0.0767, -0.2524, -0.2528, -0.2432, -0.2605, -0.2767, -0.2711, -0.2834, -0.2428, -0.2366, -0.212, -0.2214, -0.1966, -0.2154, -0.1361, -0.1136, -0.1702, -0.1581, -0.2465, -0.2342, -0.196, -0.2247, -0.2698, -0.3315, -0.3321, -0.3457, -0.3544, -0.3429, -0.3554, -0.3438, -0.3163, -0.33, -0.2863, -0.2863, -0.2708, -0.2356, -0.3385, -0.2943, -0.2943, -0.2539, -0.1868, -0.2268, -0.2396, -0.1962, -0.3112, -0.3352, -0.3293, -0.351, -0.3249, -0.2392, -0.2012, -0.2187, -0.2135, -0.2135, -0.226, -0.2128, -0.2094, -0.2302, -0.2302, -0.1691, -0.2267, -0.2549, -0.2329, -0.2747, -0.2475, -0.2014, -0.1645, -0.2034, -0.1927, -0.1578, -0.1578, -0.1497, -0.1855, -0.1839, -0.2149, -0.2446, -0.209, -0.223, -0.2575, -0.303, -0.2946, -0.2665, -0.3305, -0.3391, -0.214, -0.1316, -0.1538, -0.335, -0.4143, -0.4016, -0.4016, -0.4276, -0.4004, -0.3863, -0.3999, -0.4066, -0.4058, -0.407, -0.4231, -0.4501, -0.4422, -0.4919]}
{"unit_id": "orig:1947144058549461216", "ticker_idx": 0, "ts": "2025-07-21T03:58:14+00:00", "symbol": "RBLX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Expensive stocks that you MUST own", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Author gives a decisive buy instruction on 11 high-valuation growth stocks across tech, defense, and energy sectors.", "resolved_tickers": ["RBLX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Electronic Gaming & Multimedia'", "bench_c_industry": "Electronic Gaming & Multimedia", "unit_kind": "original", "lang": "en", "tweet_text": "Expensive stocks that you MUST own:\n\nTicker: Forward PE\n$RBLX: Negative\n$OKLO: Negative\n$ACHR: Negative\n$RKLB: Negative\n$APP: 30.51\n$DRS: 38.26\n$HIMS: 52.92\n$HOOD: 68.12\n$AXON: 98.04\n$TSLA: 116.41\n$PLTR: 210.03\n\nThank me later", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0, "ret_signed_m1d": 0.0, "alpha_spy_m1d": 0.00189255475065786, "alpha_c_m1d": 0.013195757457369006, "bench_spy_m1d": -0.00189255475065786, "bench_c_m1d": -0.013195757457369006, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03453817712255269, "ret_signed_p1d": -0.03453817712255269, "alpha_spy_p1d": -0.03468127440131952, "alpha_c_p1d": -0.03686137992478289, "bench_spy_p1d": 0.00014309727876682388, "bench_c_p1d": 0.0023232028022301954, "ret_p1w": -0.02843374229339235, "ret_signed_p1w": -0.02843374229339235, "alpha_spy_p1w": -0.04142732853202735, "alpha_c_p1w": -0.02313684564752405, "bench_spy_p1w": 0.012993586238635002, "bench_c_p1w": -0.005296896645868299, "ret_p1m": -0.04995984916227414, "ret_signed_p1m": -0.04995984916227414, "alpha_spy_p1m": -0.06751782637918513, "alpha_c_p1m": -0.07384244001618767, "bench_spy_p1m": 0.01755797721691099, "bench_c_p1m": 0.023882590853913532, "ret_p3m": 0.08024100797722133, "ret_signed_p3m": 0.08024100797722133, "alpha_spy_p3m": 0.026641851328591093, "alpha_c_p3m": 0.015579929890800814, "bench_spy_p3m": 0.05359915664863024, "bench_c_p3m": 0.06466107808642052, "ret_p6m": -0.31887547749592116, "ret_signed_p6m": -0.31887547749592116, "alpha_spy_p6m": -0.42858025053607973, "alpha_c_p6m": -0.4124300309080845, "bench_spy_p6m": 0.10970477304015858, "bench_c_p6m": 0.09355455341216334, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.04995984916227414, "alpha_spy_stated": -0.06751782637918513, "alpha_c_stated": -0.07384244001618767, "price_path": [-0.4901, -0.4724, -0.4652, -0.4664, -0.4667, -0.4614, -0.4458, -0.4049, -0.4231, -0.4316, -0.4342, -0.4373, -0.4227, -0.4097, -0.3814, -0.3618, -0.3512, -0.3472, -0.3477, -0.3437, -0.3481, -0.3429, -0.3393, -0.3393, -0.3138, -0.3202, -0.319, -0.3014, -0.2775, -0.2775, -0.2685, -0.2434, -0.2305, -0.2496, -0.2472, -0.2276, -0.2361, -0.2195, -0.1933, -0.1878, -0.1755, -0.1755, -0.18, -0.1688, -0.1584, -0.174, -0.1566, -0.1519, -0.155, -0.1916, -0.1775, -0.168, -0.168, -0.1345, -0.1571, -0.1431, -0.1564, -0.1511, -0.1018, -0.0965, -0.044, -0.0187, 0.0, 0.0, -0.0345, -0.0471, -0.0512, -0.0456, -0.0284, -0.0496, 0.0035, 0.1067, 0.0043, 0.0498, 0.021, 0.0774, 0.0412, 0.0338, 0.0501, 0.0404, 0.0183, 0.0063, -0.0575, -0.0365, -0.05, -0.0483, -0.0775, -0.0561, 0.0025, 0.0021, -0.0145, 0.0191, 0.0007, 0.0007, 0.0319, 0.072, 0.0425, 0.0256, 0.0319, 0.0586, 0.067, 0.068, 0.0708, 0.1024, 0.0911, 0.0874, 0.0887, 0.0858, 0.0991, 0.062, 0.0693, 0.0606, 0.0848, 0.137, 0.1126, 0.0769, 0.0723, -0.0145, 0.0142, 0.0039, 0.0118, 0.0155, 0.0185, 0.03, 0.0705, 0.1129, 0.0802, 0.0676, 0.0831, 0.0696, 0.0281, 0.0381, 0.0258, 0.032, 0.058, 0.0742, -0.0924, -0.0866, -0.1353, -0.1636, -0.1788, -0.1865, -0.1418, -0.1537, -0.1592, -0.1619, -0.1866, -0.1785, -0.1866, -0.1829, -0.2179, -0.2635, -0.2831, -0.2724, -0.2685, -0.2552, -0.2552, -0.2367, -0.2467, -0.2474, -0.2602, -0.2353, -0.2267, -0.2157, -0.2048, -0.2421, -0.2422, -0.2891, -0.3015, -0.2977, -0.31, -0.326, -0.3418, -0.3415, -0.3495, -0.3423, -0.3423, -0.3396, -0.3452, -0.3429, -0.3492, -0.3492, -0.3498, -0.3491, -0.3909, -0.3862, -0.4065, -0.4115, -0.3838, -0.3189]}
{"unit_id": "orig:1947144058549461216", "ticker_idx": 1, "ts": "2025-07-21T03:58:14+00:00", "symbol": "OKLO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Expensive stocks that you MUST own", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Author gives a decisive buy instruction on 11 high-valuation growth stocks across tech, defense, and energy sectors.", "resolved_tickers": ["OKLO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Utilities - Independent Power Producers", "unit_kind": "original", "lang": "en", "tweet_text": "Expensive stocks that you MUST own:\n\nTicker: Forward PE\n$RBLX: Negative\n$OKLO: Negative\n$ACHR: Negative\n$RKLB: Negative\n$APP: 30.51\n$DRS: 38.26\n$HIMS: 52.92\n$HOOD: 68.12\n$AXON: 98.04\n$TSLA: 116.41\n$PLTR: 210.03\n\nThank me later", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.1035035227823966, "ret_signed_m1d": 0.1035035227823966, "alpha_spy_m1d": 0.10539607753305447, "alpha_c_m1d": 0.10539607753305447, "bench_spy_m1d": -0.00189255475065786, "bench_c_m1d": -0.00189255475065786, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.019036932629368786, "ret_signed_p1d": -0.019036932629368786, "alpha_spy_p1d": -0.01918002990813561, "alpha_c_p1d": -0.01918002990813561, "bench_spy_p1d": 0.00014309727876682388, "bench_c_p1d": 0.00014309727876682388, "ret_p1w": 0.2078067833508812, "ret_signed_p1w": 0.2078067833508812, "alpha_spy_p1w": 0.1948131971122462, "alpha_c_p1w": 0.1948131971122462, "bench_spy_p1w": 0.012993586238635002, "bench_c_p1w": 0.012993586238635002, "ret_p1m": 0.04639266386889651, "ret_signed_p1m": 0.04639266386889651, "alpha_spy_p1m": 0.02883468665198552, "alpha_c_p1m": 0.02883468665198552, "bench_spy_p1m": 0.01755797721691099, "bench_c_p1m": 0.01755797721691099, "ret_p3m": 1.593825047885101, "ret_signed_p3m": 1.593825047885101, "alpha_spy_p3m": 1.5402258912364708, "alpha_c_p3m": 1.5402258912364708, "bench_spy_p3m": 0.05359915664863024, "bench_c_p3m": 0.05359915664863024, "ret_p6m": 0.5531914724823379, "ret_signed_p6m": 0.5531914724823379, "alpha_spy_p6m": 0.44348669944217933, "alpha_c_p6m": 0.44348669944217933, "bench_spy_p6m": 0.10970477304015858, "bench_c_p6m": 0.10970477304015858, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.04639266386889651, "alpha_spy_stated": 0.02883468665198552, "alpha_c_stated": 0.02883468665198552, "price_path": [-0.6261, -0.6109, -0.6202, -0.6082, -0.609, -0.6202, -0.5791, -0.5802, -0.5925, -0.5415, -0.5661, -0.5689, -0.5506, -0.5385, -0.4876, -0.4079, -0.4015, -0.3966, -0.3644, -0.399, -0.4111, -0.3646, -0.2182, -0.2182, -0.1377, -0.1163, -0.1533, -0.1566, -0.1611, -0.2038, -0.2147, -0.2456, -0.1955, -0.132, -0.1595, 0.0883, 0.0315, 0.0184, 0.047, 0.0042, -0.0078, -0.0078, -0.0729, -0.1184, -0.0288, -0.111, -0.1065, -0.116, -0.1043, -0.1723, -0.1789, -0.1406, -0.1406, -0.1051, -0.1438, -0.1373, -0.1129, -0.1029, -0.0016, -0.025, 0.0298, 0.0745, 0.1035, 0.0, -0.019, 0.0713, 0.1932, 0.2078, 0.2078, 0.136, 0.2099, 0.2252, 0.1437, 0.2224, 0.3452, 0.3294, 0.2689, 0.2049, 0.1496, 0.2553, 0.2385, 0.1784, 0.1368, 0.1037, 0.0464, 0.0649, 0.0749, 0.1259, 0.1389, 0.1888, 0.171, 0.246, 0.1781, 0.1781, 0.1773, 0.1555, 0.1136, 0.1165, 0.1313, 0.1833, 0.1798, 0.2793, 0.3231, 0.5306, 0.533, 0.5244, 0.6793, 1.1633, 1.2444, 1.282, 1.0984, 0.9058, 0.7682, 0.8639, 0.7858, 0.8546, 1.0605, 1.0374, 1.2166, 1.1456, 1.156, 1.2097, 1.3542, 1.7357, 1.7858, 1.7445, 1.5938, 1.6138, 1.5444, 1.2307, 0.9216, 0.9949, 1.1765, 1.1985, 1.1161, 1.2944, 1.1979, 1.124, 1.0264, 0.7954, 0.9394, 0.7077, 0.8021, 0.784, 0.6673, 0.7784, 0.626, 0.5609, 0.5255, 0.5458, 0.6455, 0.4078, 0.4105, 0.4326, 0.3721, 0.4193, 0.4193, 0.4618, 0.3975, 0.4692, 0.5452, 0.7861, 0.6745, 0.6735, 0.6626, 0.6093, 0.6477, 0.3985, 0.3171, 0.3359, 0.2148, 0.2433, 0.3315, 0.3348, 0.3099, 0.3008, 0.3008, 0.2305, 0.1853, 0.1457, 0.148, 0.148, 0.2446, 0.4292, 0.5294, 0.5614, 0.5614, 0.6847, 0.6397, 0.5532]}
{"unit_id": "orig:1947144058549461216", "ticker_idx": 2, "ts": "2025-07-21T03:58:14+00:00", "symbol": "ACHR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Expensive stocks that you MUST own", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Author gives a decisive buy instruction on 11 high-valuation growth stocks across tech, defense, and energy sectors.", "resolved_tickers": ["ACHR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "original", "lang": "en", "tweet_text": "Expensive stocks that you MUST own:\n\nTicker: Forward PE\n$RBLX: Negative\n$OKLO: Negative\n$ACHR: Negative\n$RKLB: Negative\n$APP: 30.51\n$DRS: 38.26\n$HIMS: 52.92\n$HOOD: 68.12\n$AXON: 98.04\n$TSLA: 116.41\n$PLTR: 210.03\n\nThank me later", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.12151894801919849, "ret_signed_m1d": 0.12151894801919849, "alpha_spy_m1d": 0.12341150276985635, "alpha_c_m1d": 0.11620894878243004, "bench_spy_m1d": -0.00189255475065786, "bench_c_m1d": 0.005309999236768448, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.07257388883264315, "ret_signed_p1d": -0.07257388883264315, "alpha_spy_p1d": -0.07271698611140998, "alpha_c_p1d": -0.07496339874767821, "bench_spy_p1d": 0.00014309727876682388, "bench_c_p1d": 0.0023895099150350596, "ret_p1w": -0.08945150932435919, "ret_signed_p1w": -0.08945150932435919, "alpha_spy_p1w": -0.10244509556299419, "alpha_c_p1w": -0.11500581653574893, "bench_spy_p1w": 0.012993586238635002, "bench_c_p1w": 0.025554307211389737, "ret_p1m": -0.21603378373049376, "ret_signed_p1m": -0.21603378373049376, "alpha_spy_p1m": -0.23359176094740475, "alpha_c_p1m": -0.22067995612399627, "bench_spy_p1m": 0.01755797721691099, "bench_c_p1m": 0.004646172393502512, "ret_p3m": 0.0016877218097501867, "ret_signed_p3m": 0.0016877218097501867, "alpha_spy_p3m": -0.051911434838880055, "alpha_c_p3m": -0.00870874418171641, "bench_spy_p3m": 0.05359915664863024, "bench_c_p3m": 0.010396465991466597, "ret_p6m": -0.285232067985951, "ret_signed_p6m": -0.285232067985951, "alpha_spy_p6m": -0.3949368410261096, "alpha_c_p6m": -0.3820835939977869, "bench_spy_p6m": 0.10970477304015858, "bench_c_p6m": 0.09685152601183589, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.21603378373049376, "alpha_spy_stated": -0.23359176094740475, "alpha_c_stated": -0.22067995612399627, "price_path": [-0.3207, -0.2776, -0.2751, -0.2802, -0.2414, -0.297, -0.2844, -0.216, -0.2667, -0.2802, -0.2776, -0.2608, -0.2565, -0.2338, -0.0582, -0.0008, 0.0287, 0.1224, -0.0388, -0.0473, -0.0869, -0.1055, -0.1063, -0.1063, -0.0785, -0.0759, -0.1055, -0.1485, -0.1789, -0.1797, -0.1865, -0.2101, -0.1401, -0.0498, -0.0397, 0.027, -0.0101, -0.157, -0.1241, -0.1629, -0.1392, -0.1392, -0.1527, -0.1561, -0.0945, -0.162, -0.1063, -0.1165, -0.0844, -0.1662, -0.1578, -0.1418, -0.1418, -0.1544, -0.1249, -0.1181, -0.0903, -0.1131, -0.0886, -0.0498, 0.0203, 0.1308, 0.1215, 0.0, -0.0726, -0.0414, -0.0726, -0.054, -0.0895, -0.1401, -0.1435, -0.1536, -0.1865, -0.1198, -0.1283, -0.1688, -0.173, -0.1797, -0.1949, -0.135, -0.1392, -0.157, -0.1713, -0.1688, -0.216, -0.2211, -0.2084, -0.184, -0.2093, -0.2177, -0.2278, -0.2236, -0.2447, -0.2447, -0.2743, -0.292, -0.2869, -0.2827, -0.2819, -0.2886, -0.3038, -0.2835, -0.2616, -0.2304, -0.2312, -0.2405, -0.2194, -0.1679, -0.1941, -0.1561, -0.1806, -0.2127, -0.2169, -0.1857, -0.1916, -0.1722, -0.1409, -0.0236, 0.1511, 0.0532, 0.0515, 0.0684, 0.0101, 0.0776, 0.0987, 0.0996, 0.0017, -0.0515, 0.011, -0.0371, -0.0835, -0.0793, -0.0473, -0.043, -0.0599, -0.0565, -0.0751, -0.0532, -0.1207, -0.1932, -0.1924, -0.2506, -0.3097, -0.2869, -0.2456, -0.27, -0.3283, -0.335, -0.3738, -0.3578, -0.3696, -0.4203, -0.3941, -0.3722, -0.3772, -0.3679, -0.3679, -0.3426, -0.3705, -0.3544, -0.2954, -0.2447, -0.2743, -0.2734, -0.2717, -0.2937, -0.2776, -0.2996, -0.3392, -0.3291, -0.3603, -0.3401, -0.3114, -0.2911, -0.3131, -0.3139, -0.3139, -0.3342, -0.3502, -0.3629, -0.3654, -0.3654, -0.3139, -0.2776, -0.2557, -0.2895, -0.265, -0.2565, -0.2523, -0.2852]}
{"unit_id": "orig:1947144058549461216", "ticker_idx": 3, "ts": "2025-07-21T03:58:14+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Expensive stocks that you MUST own", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Author gives a decisive buy instruction on 11 high-valuation growth stocks across tech, defense, and energy sectors.", "resolved_tickers": ["RKLB"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "original", "lang": "en", "tweet_text": "Expensive stocks that you MUST own:\n\nTicker: Forward PE\n$RBLX: Negative\n$OKLO: Negative\n$ACHR: Negative\n$RKLB: Negative\n$APP: 30.51\n$DRS: 38.26\n$HIMS: 52.92\n$HOOD: 68.12\n$AXON: 98.04\n$TSLA: 116.41\n$PLTR: 210.03\n\nThank me later", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.08900192594119516, "ret_signed_m1d": 0.08900192594119516, "alpha_spy_m1d": 0.09089448069185302, "alpha_c_m1d": 0.08369192670442671, "bench_spy_m1d": -0.00189255475065786, "bench_c_m1d": 0.005309999236768448, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.006569136842871082, "ret_signed_p1d": -0.006569136842871082, "alpha_spy_p1d": -0.0067122341216379056, "alpha_c_p1d": -0.008958646757906141, "bench_spy_p1d": 0.00014309727876682388, "bench_c_p1d": 0.0023895099150350596, "ret_p1w": -0.04407709423369566, "ret_signed_p1w": -0.04407709423369566, "alpha_spy_p1w": -0.05707068047233066, "alpha_c_p1w": -0.0696314014450854, "bench_spy_p1w": 0.012993586238635002, "bench_c_p1w": 0.025554307211389737, "ret_p1m": -0.13286714643417952, "ret_signed_p1m": -0.13286714643417952, "alpha_spy_p1m": -0.1504251236510905, "alpha_c_p1m": -0.13751331882768203, "bench_spy_p1m": 0.01755797721691099, "bench_c_p1m": 0.004646172393502512, "ret_p3m": 0.41979237020106175, "ret_signed_p3m": 0.41979237020106175, "alpha_spy_p3m": 0.3661932135524315, "alpha_c_p3m": 0.40939590420959515, "bench_spy_p3m": 0.05359915664863024, "bench_c_p3m": 0.010396465991466597, "ret_p6m": 0.8347108359959015, "ret_signed_p6m": 0.8347108359959015, "alpha_spy_p6m": 0.7250060629557429, "alpha_c_p6m": 0.7378593099840656, "bench_spy_p6m": 0.10970477304015858, "bench_c_p6m": 0.09685152601183589, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.13286714643417952, "alpha_spy_stated": -0.1504251236510905, "alpha_c_stated": -0.13751331882768203, "price_path": [-0.57, -0.5363, -0.5257, -0.5196, -0.5253, -0.5382, -0.5313, -0.5128, -0.5236, -0.526, -0.5277, -0.5105, -0.5654, -0.5495, -0.5374, -0.4887, -0.4656, -0.4581, -0.4533, -0.449, -0.4666, -0.4529, -0.4613, -0.4613, -0.3905, -0.3869, -0.4204, -0.4323, -0.4363, -0.4338, -0.4298, -0.4395, -0.3872, -0.3719, -0.4242, -0.4202, -0.4406, -0.4615, -0.4374, -0.4401, -0.4098, -0.4098, -0.3634, -0.3054, -0.291, -0.3145, -0.2342, -0.2503, -0.242, -0.2725, -0.2439, -0.2443, -0.2443, -0.1761, -0.1791, -0.1706, -0.1714, -0.1729, -0.0843, -0.0549, 0.0106, 0.0877, 0.089, 0.0, -0.0066, 0.0415, 0.0199, 0.0051, -0.0441, -0.072, -0.0159, -0.0269, -0.0504, -0.0562, -0.0517, -0.0655, -0.0631, -0.053, -0.046, -0.0797, -0.0888, -0.0928, -0.0619, -0.047, -0.1329, -0.1377, -0.1199, -0.0595, 0.0006, 0.0199, -0.0199, 0.0153, 0.0299, 0.0299, 0.0449, -0.0776, -0.089, -0.0286, 0.0114, -0.0034, -0.0216, 0.0263, 0.1303, 0.1452, 0.0012, 0.0189, -0.0002, 0.0127, 0.0555, 0.1212, 0.0318, -0.0119, -0.0197, -0.0038, 0.0153, 0.0165, 0.1119, 0.1901, 0.2397, 0.3035, 0.384, 0.4075, 0.3617, 0.3863, 0.4416, 0.4679, 0.4198, 0.4043, 0.4272, 0.3859, 0.2834, 0.3471, 0.3681, 0.3905, 0.3509, 0.402, 0.291, 0.3346, 0.2999, 0.1988, 0.1956, 0.0513, 0.0943, 0.0998, 0.0858, 0.0589, -0.0411, -0.035, -0.0822, -0.0935, -0.0757, -0.1634, -0.146, -0.1004, -0.0973, -0.1115, -0.1115, -0.107, -0.1445, -0.1121, -0.0523, 0.0462, 0.0395, 0.0926, 0.1322, 0.2189, 0.3463, 0.303, 0.1742, 0.1759, 0.1435, 0.2698, 0.4944, 0.6434, 0.6355, 0.6355, 0.6355, 0.4971, 0.4859, 0.4929, 0.4783, 0.4783, 0.6103, 0.6559, 0.8231, 0.7817, 0.7605, 0.7981, 0.8627, 0.8347]}
{"unit_id": "orig:1947144058549461216", "ticker_idx": 4, "ts": "2025-07-21T03:58:14+00:00", "symbol": "APP", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Expensive stocks that you MUST own", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Author gives a decisive buy instruction on 11 high-valuation growth stocks across tech, defense, and energy sectors.", "resolved_tickers": ["APP"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Advertising Agencies", "unit_kind": "original", "lang": "en", "tweet_text": "Expensive stocks that you MUST own:\n\nTicker: Forward PE\n$RBLX: Negative\n$OKLO: Negative\n$ACHR: Negative\n$RKLB: Negative\n$APP: 30.51\n$DRS: 38.26\n$HIMS: 52.92\n$HOOD: 68.12\n$AXON: 98.04\n$TSLA: 116.41\n$PLTR: 210.03\n\nThank me later", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.004670021874944474, "ret_signed_m1d": -0.004670021874944474, "alpha_spy_m1d": -0.0027774671242866145, "alpha_c_m1d": -0.0027774671242866145, "bench_spy_m1d": -0.00189255475065786, "bench_c_m1d": -0.00189255475065786, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04415985153007518, "ret_signed_p1d": -0.04415985153007518, "alpha_spy_p1d": -0.044302948808842, "alpha_c_p1d": -0.044302948808842, "bench_spy_p1d": 0.00014309727876682388, "bench_c_p1d": 0.00014309727876682388, "ret_p1w": 0.01308129516806833, "ret_signed_p1w": 0.01308129516806833, "alpha_spy_p1w": 8.770892943332775e-05, "alpha_c_p1w": 8.770892943332775e-05, "bench_spy_p1w": 0.012993586238635002, "bench_c_p1w": 0.012993586238635002, "ret_p1m": 0.12679900312193215, "ret_signed_p1m": 0.12679900312193215, "alpha_spy_p1m": 0.10924102590502116, "alpha_c_p1m": 0.10924102590502116, "bench_spy_p1m": 0.01755797721691099, "bench_c_p1m": 0.01755797721691099, "ret_p3m": 0.6540950117842335, "ret_signed_p3m": 0.6540950117842335, "alpha_spy_p3m": 0.6004958551356032, "alpha_c_p3m": 0.6004958551356032, "bench_spy_p3m": 0.05359915664863024, "bench_c_p3m": 0.05359915664863024, "ret_p6m": 0.8260097232532402, "ret_signed_p6m": 0.8260097232532402, "alpha_spy_p6m": 0.7163049502130816, "alpha_c_p6m": 0.7163049502130816, "bench_spy_p6m": 0.10970477304015858, "bench_c_p6m": 0.10970477304015858, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.12679900312193215, "alpha_spy_stated": 0.10924102590502116, "alpha_c_stated": 0.10924102590502116, "price_path": [-0.3108, -0.2684, -0.244, -0.2217, -0.2111, -0.2645, -0.2367, -0.16, -0.1757, -0.1681, -0.1713, -0.0728, -0.1028, -0.0499, 0.0107, 0.0283, 0.0012, -0.0105, 0.0122, -0.0085, -0.0214, -0.0401, -0.0324, -0.0324, 0.0403, 0.0658, 0.0493, 0.0733, 0.0976, 0.0883, 0.1375, 0.131, 0.1412, 0.0476, 0.0476, 0.0471, 0.0394, -0.0046, 0.0123, -0.0156, -0.0595, -0.0595, -0.1133, -0.084, -0.0456, -0.0747, -0.0511, -0.0885, -0.0439, -0.0805, -0.0824, -0.067, -0.067, -0.0578, -0.0585, -0.0367, -0.0542, -0.0849, -0.028, -0.0361, -0.0291, -0.0065, -0.0047, 0.0, -0.0442, -0.0111, -0.017, -0.0055, 0.0131, -0.0124, -0.0078, 0.067, 0.0355, 0.0788, 0.0321, 0.0666, 0.1944, 0.2453, 0.2715, 0.2754, 0.2191, 0.1834, 0.198, 0.1976, 0.1268, 0.1262, 0.1436, 0.2062, 0.2308, 0.2817, 0.2643, 0.3211, 0.307, 0.307, 0.3156, 0.3309, 0.3654, 0.3388, 0.494, 0.5243, 0.5488, 0.5602, 0.5894, 0.6198, 0.649, 0.6568, 0.6974, 0.774, 0.7574, 0.7784, 0.7531, 0.7476, 0.8294, 0.9454, 0.9623, 0.9229, 0.867, 0.8646, 0.6031, 0.7256, 0.7197, 0.6395, 0.5564, 0.6116, 0.6114, 0.6449, 0.6541, 0.6367, 0.5456, 0.5092, 0.5425, 0.6105, 0.6932, 0.7563, 0.7118, 0.7238, 0.6949, 0.7405, 0.7264, 0.6623, 0.6851, 0.6969, 0.693, 0.7787, 0.6247, 0.5972, 0.5188, 0.5231, 0.4727, 0.4365, 0.4476, 0.4223, 0.4208, 0.5288, 0.5185, 0.6014, 0.6014, 0.6372, 0.703, 0.7833, 0.8085, 0.8674, 0.8897, 0.8837, 0.9789, 0.9206, 0.9581, 0.8316, 0.8439, 0.8497, 0.7946, 0.8963, 0.97, 1.0034, 0.9894, 0.9868, 0.9868, 0.9505, 0.9085, 0.8945, 0.8402, 0.8402, 0.6886, 0.7285, 0.6857, 0.7285, 0.6837, 0.7689, 0.7988, 0.826]}
{"unit_id": "orig:1947144058549461216", "ticker_idx": 5, "ts": "2025-07-21T03:58:14+00:00", "symbol": "DRS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Expensive stocks that you MUST own", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Author gives a decisive buy instruction on 11 high-valuation growth stocks across tech, defense, and energy sectors.", "resolved_tickers": ["DRS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "original", "lang": "en", "tweet_text": "Expensive stocks that you MUST own:\n\nTicker: Forward PE\n$RBLX: Negative\n$OKLO: Negative\n$ACHR: Negative\n$RKLB: Negative\n$APP: 30.51\n$DRS: 38.26\n$HIMS: 52.92\n$HOOD: 68.12\n$AXON: 98.04\n$TSLA: 116.41\n$PLTR: 210.03\n\nThank me later", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.028638500201184414, "ret_signed_m1d": 0.028638500201184414, "alpha_spy_m1d": 0.030531054951842274, "alpha_c_m1d": 0.023328500964415966, "bench_spy_m1d": -0.00189255475065786, "bench_c_m1d": 0.005309999236768448, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.013892000693534912, "ret_signed_p1d": -0.013892000693534912, "alpha_spy_p1d": -0.014035097972301736, "alpha_c_p1d": -0.01628151060856997, "bench_spy_p1d": 0.00014309727876682388, "bench_c_p1d": 0.0023895099150350596, "ret_p1w": 0.027569903744068425, "ret_signed_p1w": 0.027569903744068425, "alpha_spy_p1w": 0.014576317505433423, "alpha_c_p1w": 0.0020155965326786873, "bench_spy_p1w": 0.012993586238635002, "bench_c_p1w": 0.025554307211389737, "ret_p1m": -0.12011116298366076, "ret_signed_p1m": -0.12011116298366076, "alpha_spy_p1m": -0.13766914020057175, "alpha_c_p1m": -0.12475733537716327, "bench_spy_p1m": 0.01755797721691099, "bench_c_p1m": 0.004646172393502512, "ret_p3m": -0.1518111854544545, "ret_signed_p3m": -0.1518111854544545, "alpha_spy_p3m": -0.20541034210308473, "alpha_c_p3m": -0.16220765144592109, "bench_spy_p3m": 0.05359915664863024, "bench_c_p3m": 0.010396465991466597, "ret_p6m": -0.12273437317507052, "ret_signed_p6m": -0.12273437317507052, "alpha_spy_p6m": -0.2324391462152291, "alpha_c_p6m": -0.2195858991869064, "bench_spy_p6m": 0.10970477304015858, "bench_c_p6m": 0.09685152601183589, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.12011116298366076, "alpha_spy_stated": -0.13766914020057175, "alpha_c_stated": -0.12475733537716327, "price_path": [-0.2336, -0.2172, -0.2057, -0.2167, -0.2078, -0.2118, -0.1421, -0.1044, -0.1093, -0.1163, -0.1137, -0.1086, -0.1093, -0.1291, -0.1334, -0.1389, -0.1263, -0.1114, -0.1044, -0.1142, -0.1327, -0.1297, -0.1229, -0.1229, -0.0917, -0.0953, -0.1077, -0.096, -0.0613, -0.0573, -0.0385, -0.0511, -0.0513, -0.0481, -0.0695, -0.046, -0.0321, -0.0154, -0.0669, -0.0316, -0.0545, -0.0545, -0.0596, -0.044, -0.0784, -0.071, -0.0468, -0.0374, -0.0066, -0.0363, -0.0316, -0.0081, -0.0081, 0.0079, -0.0075, 0.0047, -0.0118, 0.0167, 0.0252, 0.0171, 0.0261, 0.0329, 0.0286, 0.0, -0.0139, 0.0158, 0.0141, 0.0353, 0.0276, 0.0301, -0.0759, -0.1109, -0.1094, -0.097, -0.1135, -0.1171, -0.1184, -0.1133, -0.1113, -0.1052, -0.1045, -0.1079, -0.1094, -0.0868, -0.1201, -0.1205, -0.121, -0.1178, -0.1212, -0.1019, -0.0998, -0.0903, -0.1077, -0.1077, -0.1002, -0.1049, -0.1238, -0.1175, -0.1208, -0.1362, -0.1188, -0.1088, -0.0989, -0.1, -0.1051, -0.1103, -0.088, -0.1124, -0.0816, -0.0768, -0.0886, -0.0929, -0.0589, -0.0627, -0.0276, -0.0451, -0.0441, -0.0492, -0.0299, -0.0421, -0.0269, -0.0531, -0.0741, -0.0646, -0.0608, -0.1392, -0.1518, -0.1574, -0.1452, -0.1357, -0.1445, -0.1319, -0.1323, -0.1152, -0.1394, -0.1769, -0.2278, -0.2169, -0.2156, -0.2257, -0.2341, -0.2437, -0.2433, -0.2373, -0.2377, -0.2405, -0.2604, -0.2538, -0.2658, -0.2698, -0.2821, -0.2896, -0.2862, -0.2778, -0.2746, -0.2765, -0.2765, -0.2662, -0.2862, -0.2874, -0.2743, -0.2632, -0.272, -0.2716, -0.2707, -0.2694, -0.2531, -0.26, -0.2767, -0.2887, -0.301, -0.2877, -0.2776, -0.2533, -0.2565, -0.2587, -0.2587, -0.2638, -0.267, -0.2679, -0.2679, -0.2679, -0.2531, -0.2052, -0.1955, -0.2011, -0.1659, -0.1197, -0.1137, -0.1227]}
{"unit_id": "orig:1947144058549461216", "ticker_idx": 6, "ts": "2025-07-21T03:58:14+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Expensive stocks that you MUST own", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Author gives a decisive buy instruction on 11 high-valuation growth stocks across tech, defense, and energy sectors.", "resolved_tickers": ["HIMS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - Specialty & Generic", "unit_kind": "original", "lang": "en", "tweet_text": "Expensive stocks that you MUST own:\n\nTicker: Forward PE\n$RBLX: Negative\n$OKLO: Negative\n$ACHR: Negative\n$RKLB: Negative\n$APP: 30.51\n$DRS: 38.26\n$HIMS: 52.92\n$HOOD: 68.12\n$AXON: 98.04\n$TSLA: 116.41\n$PLTR: 210.03\n\nThank me later", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.05840341771240931, "ret_signed_m1d": 0.05840341771240931, "alpha_spy_m1d": 0.06029597246306717, "alpha_c_m1d": 0.06029597246306717, "bench_spy_m1d": -0.00189255475065786, "bench_c_m1d": -0.00189255475065786, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05063025051822989, "ret_signed_p1d": 0.05063025051822989, "alpha_spy_p1d": 0.05048715323946307, "alpha_c_p1d": 0.05048715323946307, "bench_spy_p1d": 0.00014309727876682388, "bench_c_p1d": 0.00014309727876682388, "ret_p1w": 0.2327731551730743, "ret_signed_p1w": 0.2327731551730743, "alpha_spy_p1w": 0.21977956893443928, "alpha_c_p1w": 0.21977956893443928, "bench_spy_p1w": 0.012993586238635002, "bench_c_p1w": 0.012993586238635002, "ret_p1m": -0.11386551140105661, "ret_signed_p1m": -0.11386551140105661, "alpha_spy_p1m": -0.1314234886179676, "alpha_c_p1m": -0.1314234886179676, "bench_spy_p1m": 0.01755797721691099, "bench_c_p1m": 0.01755797721691099, "ret_p3m": 0.24264713071445265, "ret_signed_p3m": 0.24264713071445265, "alpha_spy_p3m": 0.1890479740658224, "alpha_c_p3m": 0.1890479740658224, "bench_spy_p3m": 0.05359915664863024, "bench_c_p3m": 0.05359915664863024, "ret_p6m": -0.32352937405143467, "ret_signed_p6m": -0.32352937405143467, "alpha_spy_p6m": -0.43323414709159325, "alpha_c_p6m": -0.43323414709159325, "bench_spy_p6m": 0.10970477304015858, "bench_c_p6m": 0.10970477304015858, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.11386551140105661, "alpha_spy_stated": -0.1314234886179676, "alpha_c_stated": -0.1314234886179676, "price_path": [-0.4389, -0.4088, -0.4099, -0.4017, -0.2639, -0.3046, -0.2403, -0.1424, -0.1202, 0.0393, 0.0998, 0.0798, 0.0916, 0.1599, 0.3445, 0.284, 0.2307, 0.3582, 0.3097, 0.2859, 0.2185, 0.1244, 0.1519, 0.1519, 0.121, 0.1206, 0.1008, 0.1882, 0.1926, 0.1498, 0.1263, 0.1086, 0.1834, 0.1945, 0.1607, 0.2092, 0.2006, 0.1655, 0.2559, 0.2445, 0.283, 0.283, 0.3492, -0.1181, -0.0977, -0.13, -0.0277, 0.038, 0.0473, 0.0076, -0.0029, 0.008, 0.008, 0.0172, 0.0286, 0.0765, 0.0561, 0.0061, 0.0931, 0.0601, 0.0893, 0.0502, 0.0584, 0.0, 0.0506, 0.2189, 0.2042, 0.2111, 0.2328, 0.2662, 0.3767, 0.3903, 0.3141, 0.3309, 0.1664, 0.0742, 0.0725, 0.0912, 0.05, 0.0076, 0.0153, -0.0099, -0.0332, -0.0525, -0.1139, -0.0887, -0.0765, -0.0637, -0.0968, -0.0473, -0.0754, -0.0731, -0.1103, -0.1103, -0.1275, -0.066, 0.0107, 0.017, 0.0429, 0.004, 0.0038, 0.0874, 0.166, 0.1336, 0.0691, 0.0578, 0.1807, 0.2147, 0.2122, 0.1765, 0.1187, 0.1527, 0.2269, 0.242, 0.1916, 0.183, 0.2158, 0.1038, 0.1504, 0.2179, 0.2221, 0.2237, 0.1334, 0.1498, 0.1349, 0.3185, 0.2426, 0.0458, 0.079, 0.037, -0.0029, 0.0187, 0.0248, 0.0132, -0.0101, -0.0204, -0.0744, -0.045, -0.0674, -0.1011, -0.0813, -0.1277, -0.138, -0.1376, -0.1649, -0.1803, -0.2426, -0.2231, -0.2525, -0.2382, -0.2473, -0.2937, -0.2708, -0.2063, -0.2208, -0.1933, -0.1933, -0.1647, -0.212, -0.2372, -0.2212, -0.1592, -0.1765, -0.1782, -0.1634, -0.2042, -0.2065, -0.2183, -0.2384, -0.2256, -0.2653, -0.2695, -0.2529, -0.2637, -0.2689, -0.2716, -0.2716, -0.2792, -0.2836, -0.3059, -0.3179, -0.3179, -0.2981, -0.2708, -0.255, -0.255, -0.2884, -0.3342, -0.3206, -0.3235]}
{"unit_id": "orig:1947144058549461216", "ticker_idx": 7, "ts": "2025-07-21T03:58:14+00:00", "symbol": "HOOD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Expensive stocks that you MUST own", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Author gives a decisive buy instruction on 11 high-valuation growth stocks across tech, defense, and energy sectors.", "resolved_tickers": ["HOOD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "original", "lang": "en", "tweet_text": "Expensive stocks that you MUST own:\n\nTicker: Forward PE\n$RBLX: Negative\n$OKLO: Negative\n$ACHR: Negative\n$RKLB: Negative\n$APP: 30.51\n$DRS: 38.26\n$HIMS: 52.92\n$HOOD: 68.12\n$AXON: 98.04\n$TSLA: 116.41\n$PLTR: 210.03\n\nThank me later", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.05175389798166896, "ret_signed_m1d": 0.05175389798166896, "alpha_spy_m1d": 0.05364645273232682, "alpha_c_m1d": 0.04889073422749868, "bench_spy_m1d": -0.00189255475065786, "bench_c_m1d": 0.0028631637541702837, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.023864270185576908, "ret_signed_p1d": -0.023864270185576908, "alpha_spy_p1d": -0.024007367464343732, "alpha_c_p1d": -0.02939967574424518, "bench_spy_p1d": 0.00014309727876682388, "bench_c_p1d": 0.0055354055586682716, "ret_p1w": 0.023289250435725162, "ret_signed_p1w": 0.023289250435725162, "alpha_spy_p1w": 0.01029566419709016, "alpha_c_p1w": 0.010309663482275244, "bench_spy_p1w": 0.012993586238635002, "bench_c_p1w": 0.012979586953449918, "ret_p1m": 0.030285640914497813, "ret_signed_p1m": 0.030285640914497813, "alpha_spy_p1m": 0.012727663697586822, "alpha_c_p1m": 0.026277241236033477, "bench_spy_p1m": 0.01755797721691099, "bench_c_p1m": 0.004008399678464336, "ret_p3m": 0.25972788053160367, "ret_signed_p3m": 0.25972788053160367, "alpha_spy_p3m": 0.20612872388297343, "alpha_c_p3m": 0.26850075151339725, "bench_spy_p3m": 0.05359915664863024, "bench_c_p3m": -0.008772870981793579, "ret_p6m": 0.15238644895471287, "ret_signed_p6m": 0.15238644895471287, "alpha_spy_p6m": 0.042681675914554296, "alpha_c_p6m": 0.11022796909568444, "bench_spy_p6m": 0.10970477304015858, "bench_c_p6m": 0.04215847985902843, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.030285640914497813, "alpha_spy_stated": 0.012727663697586822, "alpha_c_stated": 0.026277241236033477, "price_path": [-0.572, -0.5385, -0.5261, -0.5311, -0.5268, -0.5293, -0.5532, -0.5343, -0.5395, -0.5334, -0.5209, -0.4818, -0.4762, -0.4496, -0.4003, -0.4116, -0.4184, -0.4081, -0.384, -0.3779, -0.388, -0.3792, -0.3946, -0.3946, -0.3673, -0.3757, -0.3871, -0.366, -0.3485, -0.3126, -0.3074, -0.3051, -0.2823, -0.2965, -0.3051, -0.2823, -0.2923, -0.3042, -0.2644, -0.2817, -0.2491, -0.2491, -0.2477, -0.2683, -0.214, -0.2069, -0.19, -0.2042, -0.1026, -0.1151, -0.061, -0.0953, -0.0953, -0.1043, -0.1253, -0.0939, -0.0541, -0.0575, -0.042, -0.046, -0.0104, 0.0106, 0.0518, 0.0, -0.0239, -0.0217, -0.0231, 0.0049, 0.0233, -0.0098, 0.0169, -0.0124, -0.0426, 0.0195, 0.0107, 0.0126, 0.066, 0.0986, 0.0889, 0.0934, 0.041, 0.0611, 0.0942, 0.1024, 0.0303, 0.0096, 0.0188, 0.0477, 0.0345, 0.0427, -0.0136, -0.0062, -0.003, -0.003, -0.0335, -0.0337, -0.0137, -0.0296, 0.124, 0.1357, 0.1257, 0.1285, 0.1025, 0.1005, 0.125, 0.1371, 0.1588, 0.1959, 0.197, 0.2095, 0.2153, 0.1755, 0.1671, 0.3103, 0.3722, 0.3335, 0.3964, 0.4249, 0.3826, 0.3897, 0.4459, 0.4612, 0.3318, 0.3483, 0.2934, 0.2857, 0.2597, 0.2451, 0.3015, 0.2636, 0.2193, 0.2874, 0.3398, 0.3979, 0.4017, 0.3878, 0.3233, 0.4067, 0.4096, 0.3111, 0.3655, 0.2179, 0.2494, 0.3023, 0.2644, 0.2745, 0.1647, 0.174, 0.1115, 0.0955, 0.1325, 0.0179, 0.0284, 0.1019, 0.1076, 0.2287, 0.2287, 0.2315, 0.1811, 0.2071, 0.2808, 0.3138, 0.2646, 0.3076, 0.3007, 0.3002, 0.1825, 0.1453, 0.1047, 0.1443, 0.1098, 0.1229, 0.163, 0.1728, 0.1524, 0.1543, 0.1543, 0.1322, 0.1255, 0.1065, 0.084, 0.084, 0.1042, 0.1811, 0.1664, 0.121, 0.1059, 0.1048, 0.1263, 0.1524]}
{"unit_id": "orig:1947144058549461216", "ticker_idx": 8, "ts": "2025-07-21T03:58:14+00:00", "symbol": "AXON", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Expensive stocks that you MUST own", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Author gives a decisive buy instruction on 11 high-valuation growth stocks across tech, defense, and energy sectors.", "resolved_tickers": ["AXON"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "original", "lang": "en", "tweet_text": "Expensive stocks that you MUST own:\n\nTicker: Forward PE\n$RBLX: Negative\n$OKLO: Negative\n$ACHR: Negative\n$RKLB: Negative\n$APP: 30.51\n$DRS: 38.26\n$HIMS: 52.92\n$HOOD: 68.12\n$AXON: 98.04\n$TSLA: 116.41\n$PLTR: 210.03\n\nThank me later", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.006040900986283626, "ret_signed_m1d": 0.006040900986283626, "alpha_spy_m1d": 0.007933455736941486, "alpha_c_m1d": 0.0007309017495151782, "bench_spy_m1d": -0.00189255475065786, "bench_c_m1d": 0.005309999236768448, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.040995273846083924, "ret_signed_p1d": -0.040995273846083924, "alpha_spy_p1d": -0.04113837112485075, "alpha_c_p1d": -0.043384783761118983, "bench_spy_p1d": 0.00014309727876682388, "bench_c_p1d": 0.0023895099150350596, "ret_p1w": -0.020304716936312084, "ret_signed_p1w": -0.020304716936312084, "alpha_spy_p1w": -0.033298303174947086, "alpha_c_p1w": -0.04585902414770182, "bench_spy_p1w": 0.012993586238635002, "bench_c_p1w": 0.025554307211389737, "ret_p1m": 0.008968119677797981, "ret_signed_p1m": 0.008968119677797981, "alpha_spy_p1m": -0.00858985753911301, "alpha_c_p1m": 0.004321947284295469, "bench_spy_p1m": 0.01755797721691099, "bench_c_p1m": 0.004646172393502512, "ret_p3m": -0.13223339298381964, "ret_signed_p3m": -0.13223339298381964, "alpha_spy_p3m": -0.18583254963244988, "alpha_c_p3m": -0.14262985897528624, "bench_spy_p3m": 0.05359915664863024, "bench_c_p3m": 0.010396465991466597, "ret_p6m": -0.1464173771733953, "ret_signed_p6m": -0.1464173771733953, "alpha_spy_p6m": -0.2561221502135539, "alpha_c_p6m": -0.2432689031852312, "bench_spy_p6m": 0.10970477304015858, "bench_c_p6m": 0.09685152601183589, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.008968119677797981, "alpha_spy_stated": -0.00858985753911301, "alpha_c_stated": 0.004321947284295469, "price_path": [-0.2324, -0.2141, -0.1966, -0.1984, -0.1868, -0.184, -0.1736, -0.1642, -0.1732, -0.1994, -0.1992, -0.0861, -0.0891, -0.0778, -0.0356, -0.0306, -0.0308, -0.0244, -0.0123, -0.0117, -0.0215, -0.037, -0.0269, -0.0269, -0.0073, -0.0007, -0.0283, -0.0016, 0.0093, 0.01, 0.0379, 0.049, 0.0536, 0.0429, 0.0148, 0.0357, 0.0315, 0.0387, 0.0387, 0.0346, 0.0256, 0.0256, 0.0343, 0.0422, 0.0568, 0.0446, 0.0697, 0.0892, 0.1016, 0.0317, 0.0306, 0.0585, 0.0585, 0.0673, 0.0515, 0.0723, -0.0247, -0.0292, -0.0017, -0.0076, -0.0117, -0.0076, 0.006, 0.0, -0.041, -0.0616, -0.0563, -0.022, -0.0203, -0.0304, -0.0039, 0.0052, -0.0121, -0.0089, 0.1538, 0.1492, 0.1589, 0.121, 0.0893, 0.0226, 0.0186, -0.0023, 0.0036, 0.0533, 0.009, 0.0124, 0.0159, 0.0195, 0.0159, 0.0232, 0.0241, 0.0404, -0.0057, -0.0057, -0.0106, -0.0349, -0.0285, -0.0308, -0.0146, -0.026, -0.0053, -0.0006, 0.0061, 0.0123, -0.0012, 0.0003, 0.0199, 0.0306, 0.0324, 0.0346, -0.0712, -0.0524, -0.0568, -0.0473, -0.0451, -0.0535, -0.0413, -0.048, -0.0399, -0.0492, -0.0321, -0.0233, -0.0646, -0.0553, -0.0624, -0.1418, -0.1322, -0.1076, -0.091, -0.0592, -0.0671, -0.0468, -0.0208, -0.0034, 0.0046, 0.0105, -0.0169, -0.0257, -0.0365, -0.0604, -0.1491, -0.2188, -0.1983, -0.222, -0.2387, -0.2422, -0.2585, -0.2624, -0.2772, -0.2898, -0.2933, -0.3086, -0.3054, -0.302, -0.2963, -0.2906, -0.2906, -0.2813, -0.2905, -0.2845, -0.2768, -0.2674, -0.2669, -0.264, -0.2726, -0.2437, -0.2269, -0.2492, -0.2658, -0.2614, -0.2682, -0.2505, -0.2094, -0.2014, -0.2136, -0.2134, -0.2134, -0.2232, -0.2275, -0.2388, -0.2443, -0.2443, -0.2503, -0.2134, -0.1662, -0.1738, -0.1844, -0.1595, -0.1594, -0.1464]}
{"unit_id": "orig:1947144058549461216", "ticker_idx": 9, "ts": "2025-07-21T03:58:14+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Expensive stocks that you MUST own", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Author gives a decisive buy instruction on 11 high-valuation growth stocks across tech, defense, and energy sectors.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "original", "lang": "en", "tweet_text": "Expensive stocks that you MUST own:\n\nTicker: Forward PE\n$RBLX: Negative\n$OKLO: Negative\n$ACHR: Negative\n$RKLB: Negative\n$APP: 30.51\n$DRS: 38.26\n$HIMS: 52.92\n$HOOD: 68.12\n$AXON: 98.04\n$TSLA: 116.41\n$PLTR: 210.03\n\nThank me later", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0035313211866265792, "ret_signed_m1d": 0.0035313211866265792, "alpha_spy_m1d": 0.005423875937284439, "alpha_c_m1d": 0.00823518161474801, "bench_spy_m1d": -0.00189255475065786, "bench_c_m1d": -0.004703860428121431, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0110201078413521, "ret_signed_p1d": 0.0110201078413521, "alpha_spy_p1d": 0.010877010562585276, "alpha_c_p1d": 0.0008956686128562819, "bench_spy_p1d": 0.00014309727876682388, "bench_c_p1d": 0.010124439228495818, "ret_p1w": -0.008828256515260202, "ret_signed_p1w": -0.008828256515260202, "alpha_spy_p1w": -0.021821842753895204, "alpha_c_p1w": -0.022088717510390987, "bench_spy_p1w": 0.012993586238635002, "bench_c_p1w": 0.013260460995130785, "ret_p1m": 0.0024962931857792636, "ret_signed_p1m": 0.0024962931857792636, "alpha_spy_p1m": -0.015061684031131728, "alpha_c_p1m": -0.0272052904697353, "bench_spy_p1m": 0.01755797721691099, "bench_c_p1m": 0.029701583655514563, "ret_p3m": 0.3052148094195817, "ret_signed_p3m": 0.3052148094195817, "alpha_spy_p3m": 0.25161565277095144, "alpha_c_p3m": 0.2621634849717007, "bench_spy_p3m": 0.05359915664863024, "bench_c_p3m": 0.043051324447880956, "ret_p6m": 0.36138094158655365, "ret_signed_p6m": 0.36138094158655365, "alpha_spy_p6m": 0.2516761685463951, "alpha_c_p6m": 0.24431556301059132, "bench_spy_p6m": 0.10970477304015858, "bench_c_p6m": 0.11706537857596233, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.0024962931857792636, "alpha_spy_stated": -0.015061684031131728, "alpha_c_stated": -0.0272052904697353, "price_path": [-0.2367, -0.21, -0.1325, -0.1297, -0.111, -0.141, -0.146, -0.1257, -0.1468, -0.1618, -0.1591, -0.1329, -0.092, -0.0308, 0.017, 0.0584, 0.0436, 0.0654, 0.0414, 0.0467, 0.0187, 0.0382, 0.033, 0.033, 0.1047, 0.0865, 0.0911, 0.0547, 0.0432, 0.048, 0.0108, -0.1333, -0.1015, -0.0606, -0.0073, -0.0063, -0.0286, -0.0097, 0.0019, -0.037, -0.0196, -0.0196, -0.0193, 0.0615, 0.0365, -0.0029, -0.0082, -0.0148, -0.033, -0.0846, -0.0391, -0.04, -0.04, -0.1052, -0.0934, -0.0993, -0.0567, -0.0456, -0.0353, -0.0539, -0.0208, -0.0276, 0.0035, 0.0, 0.011, 0.0124, -0.0706, -0.0378, -0.0088, -0.0222, -0.0288, -0.0616, -0.0787, -0.0585, -0.0602, -0.0261, -0.0189, 0.0035, 0.0321, 0.0376, 0.0332, 0.0216, 0.0063, 0.0203, 0.0025, -0.014, -0.0255, 0.0351, 0.0551, 0.0706, 0.0643, 0.0532, 0.0164, 0.0164, 0.0026, 0.017, 0.0306, 0.068, 0.0545, 0.0563, 0.0588, 0.1227, 0.2053, 0.2483, 0.2835, 0.2964, 0.269, 0.2971, 0.3218, 0.2964, 0.348, 0.2889, 0.3407, 0.3492, 0.3538, 0.3987, 0.3273, 0.3085, 0.3798, 0.3184, 0.3355, 0.3259, 0.2588, 0.327, 0.3067, 0.3247, 0.3052, 0.3374, 0.3621, 0.3474, 0.3363, 0.3668, 0.3203, 0.3773, 0.402, 0.4049, 0.3398, 0.3899, 0.4258, 0.3524, 0.4066, 0.3575, 0.3076, 0.3554, 0.3383, 0.3108, 0.2238, 0.2309, 0.2448, 0.2215, 0.2298, 0.2032, 0.1906, 0.2718, 0.2768, 0.2986, 0.2986, 0.3095, 0.3094, 0.3067, 0.36, 0.3837, 0.3851, 0.3382, 0.3552, 0.3743, 0.3604, 0.3972, 0.447, 0.4913, 0.4224, 0.4715, 0.4649, 0.4878, 0.4782, 0.4777, 0.4777, 0.4466, 0.3993, 0.3834, 0.3691, 0.3691, 0.3336, 0.375, 0.318, 0.3133, 0.3267, 0.3547, 0.3667, 0.3614]}
{"unit_id": "orig:1947144058549461216", "ticker_idx": 10, "ts": "2025-07-21T03:58:14+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Expensive stocks that you MUST own", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Author gives a decisive buy instruction on 11 high-valuation growth stocks across tech, defense, and energy sectors.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "original", "lang": "en", "tweet_text": "Expensive stocks that you MUST own:\n\nTicker: Forward PE\n$RBLX: Negative\n$OKLO: Negative\n$ACHR: Negative\n$RKLB: Negative\n$APP: 30.51\n$DRS: 38.26\n$HIMS: 52.92\n$HOOD: 68.12\n$AXON: 98.04\n$TSLA: 116.41\n$PLTR: 210.03\n\nThank me later", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.011397398134585623, "ret_signed_m1d": 0.011397398134585623, "alpha_spy_m1d": 0.013289952885243483, "alpha_c_m1d": 0.013289952885243483, "bench_spy_m1d": -0.00189255475065786, "bench_c_m1d": -0.00189255475065786, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.017919402346811664, "ret_signed_p1d": -0.017919402346811664, "alpha_spy_p1d": -0.018062499625578488, "alpha_c_p1d": -0.018062499625578488, "bench_spy_p1d": 0.00014309727876682388, "bench_c_p1d": 0.00014309727876682388, "ret_p1w": 0.04012129828084032, "ret_signed_p1w": 0.04012129828084032, "alpha_spy_p1w": 0.02712771204220532, "alpha_c_p1w": 0.02712771204220532, "bench_spy_p1w": 0.012993586238635002, "bench_c_p1w": 0.012993586238635002, "ret_p1m": 0.039264819668528794, "ret_signed_p1m": 0.039264819668528794, "alpha_spy_p1m": 0.021706842451617803, "alpha_c_p1m": 0.021706842451617803, "bench_spy_p1m": 0.01755797721691099, "bench_c_p1m": 0.01755797721691099, "ret_p3m": 0.17346335724135065, "ret_signed_p3m": 0.17346335724135065, "alpha_spy_p3m": 0.1198642005927204, "alpha_c_p3m": 0.1198642005927204, "bench_spy_p3m": 0.05359915664863024, "bench_c_p3m": 0.05359915664863024, "ret_p6m": 0.17899739527965686, "ret_signed_p6m": 0.17899739527965686, "alpha_spy_p6m": 0.06929262223949828, "alpha_c_p6m": 0.06929262223949828, "bench_spy_p6m": 0.10970477304015858, "bench_c_p6m": 0.10970477304015858, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.039264819668528794, "alpha_spy_stated": 0.021706842451617803, "alpha_c_stated": 0.021706842451617803, "price_path": [-0.3358, -0.2899, -0.257, -0.2447, -0.2353, -0.2197, -0.2345, -0.1812, -0.1846, -0.2828, -0.2722, -0.215, -0.2272, -0.2196, -0.1561, -0.1424, -0.1559, -0.1467, -0.1677, -0.1726, -0.2056, -0.1943, -0.1876, -0.1876, -0.1871, -0.1847, -0.1941, -0.1318, -0.1301, -0.1227, -0.1435, -0.21, -0.1586, -0.13, -0.125, -0.1015, -0.1094, -0.0948, -0.0684, -0.0895, -0.0779, -0.0779, -0.0955, -0.0782, -0.0564, -0.0586, -0.0497, -0.1387, -0.1019, -0.1391, -0.1296, -0.1148, -0.1148, -0.0835, -0.0796, -0.0571, -0.0612, -0.0638, -0.0174, -0.0211, -0.0058, 0.0145, 0.0114, 0.0, -0.0179, 0.0187, 0.0202, 0.0462, 0.0401, 0.0293, 0.0449, 0.0432, 0.0163, 0.0584, 0.1415, 0.1828, 0.2003, 0.2317, 0.2035, 0.2318, 0.2146, 0.1926, 0.1672, 0.1465, 0.0393, 0.0278, 0.0289, 0.0458, 0.0354, 0.0598, 0.0325, 0.0417, 0.0324, 0.0324, 0.0349, 0.0205, 0.0287, 0.0087, 0.0284, 0.0696, 0.0985, 0.0828, 0.1294, 0.1279, 0.1217, 0.109, 0.1659, 0.2016, 0.1814, 0.2026, 0.183, 0.1801, 0.1698, 0.1783, 0.2018, 0.2185, 0.2323, 0.1402, 0.1828, 0.2001, 0.2093, 0.2219, 0.1558, 0.1675, 0.1841, 0.1833, 0.1735, 0.1737, 0.1963, 0.1958, 0.1561, 0.189, 0.2164, 0.2463, 0.2491, 0.3098, 0.2817, 0.3207, 0.3649, 0.2566, 0.2379, 0.1532, 0.1722, 0.2755, 0.2581, 0.2133, 0.1341, 0.1464, 0.1282, 0.1024, 0.0898, 0.0261, 0.0202, 0.0689, 0.0775, 0.0921, 0.0921, 0.1098, 0.1034, 0.1245, 0.16, 0.1721, 0.1974, 0.1957, 0.198, 0.238, 0.2355, 0.2094, 0.2073, 0.2369, 0.168, 0.2233, 0.274, 0.2779, 0.2789, 0.2792, 0.2792, 0.2432, 0.2134, 0.1914, 0.171, 0.171, 0.1059, 0.1466, 0.1839, 0.1969, 0.1652, 0.1693, 0.182, 0.179]}
{"unit_id": "quote:1944834097857356104", "ticker_idx": 0, "ts": "2025-07-14T18:59:16+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$RKLB PT Raised to $50 by CITI", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Shares Citi PT raise to $50 on RKLB; endorses bullish thesis.", "resolved_tickers": ["RKLB"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "quote", "lang": "en", "tweet_text": "$RKLB PT Raised to $50 by CITI https://t.co/vqsfOwqa89", "reply_text": null, "parent_text": null, "quoted_text": "SpaceX is dominating. Why does $RKLB Rocket Lab even exist? \n\n@RocketLab exists because the Small Rocket Market is UNDERSERVED. It's a niche market but it's growing.\n\nRocket Lab is carving out its niche by offering RAPID, reliable, and precise small satellite launches. While https://t.co/AuvScmixGG", "parent_author": null, "ret_m1d": -0.0967368755783623, "ret_signed_m1d": -0.0967368755783623, "alpha_spy_m1d": -0.09483222692796256, "alpha_c_m1d": -0.09137296501746939, "bench_spy_m1d": -0.0019046486503997428, "bench_c_m1d": -0.005363910560892915, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.032168466074972146, "ret_signed_p1d": 0.032168466074972146, "alpha_spy_p1d": 0.03644177703266749, "alpha_c_p1d": 0.03965137154614251, "bench_spy_p1d": -0.004273310957695342, "bench_c_p1d": -0.007482905471170365, "ret_p1w": 0.09210829961962497, "ret_signed_p1w": 0.09210829961962497, "alpha_spy_p1w": 0.08577023653391636, "alpha_c_p1w": 0.09442605264986748, "bench_spy_p1w": 0.006338063085708612, "bench_c_p1w": -0.0023177530302425087, "ret_p1m": 0.005091442382885392, "ret_signed_p1m": 0.005091442382885392, "alpha_spy_p1m": -0.02352530110250317, "alpha_c_p1m": -0.0008021145584502509, "bench_spy_p1m": 0.028616743485388563, "bench_c_p1m": 0.0058935569413356426, "ret_p3m": 0.5371441697811348, "ret_signed_p3m": 0.5371441697811348, "alpha_spy_p3m": 0.4599834790269772, "alpha_c_p3m": 0.5178520434479355, "bench_spy_p3m": 0.07716069075415755, "bench_c_p3m": 0.019292126333199322, "ret_p6m": 0.9909743254359711, "ret_signed_p6m": 0.9909743254359711, "alpha_spy_p6m": 0.8773911305923106, "alpha_c_p6m": 0.9099426254604321, "bench_spy_p6m": 0.11358319484366053, "bench_c_p6m": 0.08103169997553894, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.005091442382885392, "alpha_spy_stated": -0.02352530110250317, "alpha_c_stated": -0.0008021145584502509, "price_path": [-0.5377, -0.5432, -0.5432, -0.5684, -0.5594, -0.5304, -0.4936, -0.4821, -0.4754, -0.4816, -0.4957, -0.4881, -0.4679, -0.4798, -0.4823, -0.4841, -0.4654, -0.5253, -0.508, -0.4948, -0.4416, -0.4163, -0.4082, -0.4029, -0.3983, -0.4175, -0.4025, -0.4117, -0.4117, -0.3344, -0.3305, -0.367, -0.38, -0.3844, -0.3816, -0.3772, -0.3879, -0.3307, -0.314, -0.3712, -0.3668, -0.389, -0.4119, -0.3856, -0.3886, -0.3555, -0.3555, -0.3048, -0.2414, -0.2256, -0.2513, -0.1636, -0.1812, -0.1722, -0.2055, -0.1743, -0.1747, -0.1747, -0.1002, -0.1034, -0.0942, -0.0951, -0.0967, 0.0, 0.0322, 0.1037, 0.1879, 0.1893, 0.0921, 0.0849, 0.1375, 0.1139, 0.0977, 0.044, 0.0134, 0.0748, 0.0627, 0.037, 0.0308, 0.0356, 0.0206, 0.0231, 0.0343, 0.0419, 0.0051, -0.0049, -0.0093, 0.0245, 0.0407, -0.053, -0.0583, -0.0389, 0.0271, 0.0928, 0.1139, 0.0704, 0.1088, 0.1247, 0.1247, 0.1412, 0.0074, -0.0051, 0.0609, 0.1046, 0.0884, 0.0685, 0.1208, 0.2344, 0.2506, 0.0934, 0.1127, 0.0919, 0.106, 0.1527, 0.2245, 0.1268, 0.0791, 0.0706, 0.0879, 0.1088, 0.1102, 0.2143, 0.2997, 0.3539, 0.4235, 0.5115, 0.5371, 0.4872, 0.514, 0.5744, 0.6031, 0.5506, 0.5337, 0.5587, 0.5135, 0.4016, 0.4712, 0.4941, 0.5186, 0.4754, 0.5311, 0.4099, 0.4575, 0.4196, 0.3092, 0.3057, 0.1481, 0.1951, 0.2011, 0.1858, 0.1564, 0.0472, 0.0539, 0.0023, -0.01, 0.0095, -0.0863, -0.0673, -0.0176, -0.0141, -0.0296, -0.0296, -0.0248, -0.0657, -0.0303, 0.0349, 0.1426, 0.1353, 0.1932, 0.2365, 0.3312, 0.4703, 0.4231, 0.2823, 0.2842, 0.2488, 0.3867, 0.632, 0.7947, 0.7862, 0.7862, 0.7862, 0.635, 0.6228, 0.6304, 0.6144, 0.6144, 0.7586, 0.8084, 0.991]}
{"unit_id": "quote:1935187433559412847", "ticker_idx": 0, "ts": "2025-06-18T04:06:52+00:00", "symbol": "ACHR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I anticipate that the next bullish BLUE candle will signal a return to its growth trajectory", "tweet_type": "prediction", "timeline": "days", "summary": "Expects ACHR to return to growth trajectory after Fibonacci channel breakout, supported by retail buying.", "resolved_tickers": ["ACHR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "quote", "lang": "en", "tweet_text": "👀 $ACHR has broken out of Fibonacci growth channel, which isn’t entirely unexpected given its limited history within these channels.\n\nThat said, Archer has retail support. I anticipate that the next bullish BLUE candle will signal a return to its growth trajectory.\n\nAll 👀 https://t.co/f0UnyKbZ8q", "reply_text": null, "parent_text": null, "quoted_text": "$ACHR holding at Fib 0 support. Current price remains within yesterday's range.\n\nA bullish BLUE candle may be imminent. The gap is enticing! \n\nZero revenue. Technology & Growth. Speculative play. https://t.co/IXb3TRT5W0", "parent_author": null, "ret_m1d": -0.027450954726180976, "ret_signed_m1d": -0.027450954726180976, "alpha_spy_m1d": -0.027601586920383392, "alpha_c_m1d": -0.029841678660629478, "bench_spy_m1d": 0.0001506321942024158, "bench_c_m1d": 0.002390723934448502, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0, "ret_signed_p1d": 0.0, "alpha_spy_p1d": 0.0, "alpha_c_p1d": 0.0, "bench_spy_p1d": 0.0, "bench_c_p1d": 0.0, "ret_p1w": -0.026470540111589225, "ret_signed_p1w": -0.026470540111589225, "alpha_spy_p1w": -0.045677284455707845, "alpha_c_p1w": -0.040587595432140855, "bench_spy_p1w": 0.01920674434411862, "bench_c_p1w": 0.01411705532055163, "ret_p1m": 0.3137254773630904, "ret_signed_p1m": 0.3137254773630904, "alpha_spy_p1m": 0.25939936529294516, "alpha_c_p1m": 0.24304121861941352, "bench_spy_p1m": 0.05432611207014526, "bench_c_p1m": 0.0706842587436769, "ret_p3m": -0.10588234744132452, "ret_signed_p3m": -0.10588234744132452, "alpha_spy_p3m": -0.21538915546743043, "alpha_c_p3m": -0.17995216604237985, "bench_spy_p3m": 0.1095068080261059, "bench_c_p3m": 0.07406981860105533, "ret_p6m": -0.16078425689368636, "ret_signed_p6m": -0.16078425689368636, "alpha_spy_p6m": -0.3209403632317276, "alpha_c_p6m": -0.27789059467220434, "bench_spy_p6m": 0.16015610633804123, "bench_c_p6m": 0.11710633777851798, "ret_p1y": -0.45686273868154526, "ret_signed_p1y": -0.45686273868154526, "alpha_spy_p1y": -0.7055319384692512, "alpha_c_p1y": -0.6981777098829748, "bench_spy_p1y": 0.24866919978770596, "bench_c_p1y": 0.24131497120142953, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": -0.026470540111589225, "alpha_spy_stated": -0.045677284455707845, "alpha_c_stated": -0.040587595432140855, "price_path": [-0.1451, -0.1245, -0.1382, -0.2029, -0.2294, -0.2882, -0.3029, -0.3176, -0.2941, -0.3196, -0.3922, -0.3471, -0.3725, -0.2716, -0.3118, -0.3108, -0.2892, -0.302, -0.3088, -0.2912, -0.2912, -0.3, -0.2804, -0.2108, -0.1608, -0.1578, -0.1637, -0.1186, -0.1833, -0.1686, -0.0892, -0.148, -0.1637, -0.1608, -0.1412, -0.1363, -0.1098, 0.0941, 0.1608, 0.1951, 0.3039, 0.1167, 0.1069, 0.0608, 0.0392, 0.0382, 0.0382, 0.0706, 0.0735, 0.0392, -0.0108, -0.0461, -0.0471, -0.0549, -0.0824, -0.001, 0.1039, 0.1157, 0.1931, 0.15, -0.0206, 0.0176, -0.0275, 0.0, 0.0, -0.0157, -0.0196, 0.052, -0.0265, 0.0382, 0.0265, 0.0637, -0.0314, -0.0216, -0.0029, -0.0029, -0.0176, 0.0167, 0.0245, 0.0569, 0.0304, 0.0588, 0.1039, 0.1853, 0.3137, 0.3029, 0.1618, 0.0775, 0.1137, 0.0775, 0.099, 0.0578, -0.001, -0.0049, -0.0167, -0.0549, 0.0225, 0.0127, -0.0343, -0.0392, -0.0471, -0.0647, 0.0049, 0.0, -0.0206, -0.0373, -0.0343, -0.0892, -0.0951, -0.0804, -0.052, -0.0814, -0.0912, -0.1029, -0.098, -0.1225, -0.1225, -0.1569, -0.1775, -0.1716, -0.1667, -0.1657, -0.1735, -0.1912, -0.1676, -0.1422, -0.1059, -0.1069, -0.1176, -0.0931, -0.0333, -0.0637, -0.0196, -0.048, -0.0853, -0.0902, -0.0539, -0.0608, -0.0382, -0.002, 0.1343, 0.3373, 0.2235, 0.2216, 0.2412, 0.1735, 0.252, 0.2765, 0.2775, 0.1637, 0.102, 0.1745, 0.1186, 0.0647, 0.0696, 0.1069, 0.1118, 0.0922, 0.0961, 0.0745, 0.1, 0.0216, -0.0627, -0.0618, -0.1294, -0.198, -0.1716, -0.1235, -0.152, -0.2196, -0.2275, -0.2725, -0.2539, -0.2676, -0.3265, -0.2961, -0.2706, -0.2765, -0.2657, -0.2657, -0.2363, -0.2686, -0.25, -0.1814, -0.1225, -0.1569, -0.1559, -0.1539, -0.1794, -0.1608]}
{"unit_id": "quote:1944277483085607033", "ticker_idx": 0, "ts": "2025-07-13T06:07:29+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Bullish", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish PLTR on Shield AI partnership advancing AI-driven UAV systems for DoD applications.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "Remember $PLTR x @shieldaitech partnership?\n\nIt focuses on advancing AI-driven autonomous uncrewed aerial vehicle (UAV) systems for military applications, particularly in challenging environments like GPS- and communications-denied settings. This collaboration integrates Shield AI’s Hivemind autonomy software with Palantir’s data analytics and operational platforms, such as Gaia and the newly introduced Warp Speed manufacturing operating system (OS), to enhance large-scale command and control of UAVs.\n\nThe partnership aims to deliver scalable, AI-powered solutions for the U.S. Department of Defense (DoD) and its allies, improving battlefield decision-making, mission precision, and operational efficiency\n\nBullish", "reply_text": null, "parent_text": null, "quoted_text": "$PLTR valuation makes ZERO sense \n\nBut then why do institutions keep buying it?\nWhat do they know that you don't?\n\nI work in BIG DATA analytics and let me share the secrets of Palantir in the most basic way\n\nPalantir has monopoly on Automated Governance, serving as the ultimate https://t.co/XGLRmO7rq8", "parent_author": null, "ret_m1d": -0.04726777124685433, "ret_signed_m1d": -0.04726777124685433, "alpha_spy_m1d": -0.045363122596454586, "alpha_c_m1d": -0.045363122596454586, "bench_spy_m1d": -0.0019046486503997428, "bench_c_m1d": -0.0019046486503997428, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0038216030087488972, "ret_signed_p1d": -0.0038216030087488972, "alpha_spy_p1d": 0.00045170794894644484, "alpha_c_p1d": 0.00045170794894644484, "bench_spy_p1d": -0.004273310957695342, "bench_c_p1d": -0.004273310957695342, "ret_p1w": 0.017700298341820186, "ret_signed_p1w": 0.017700298341820186, "alpha_spy_p1w": 0.011362235256111575, "alpha_c_p1w": 0.011362235256111575, "bench_spy_p1w": 0.006338063085708612, "bench_c_p1w": 0.006338063085708612, "ret_p1m": 0.2535702907937578, "ret_signed_p1m": 0.2535702907937578, "alpha_spy_p1m": 0.22495354730836925, "alpha_c_p1m": 0.22495354730836925, "bench_spy_p1m": 0.028616743485388563, "bench_c_p1m": 0.028616743485388563, "ret_p3m": 0.24351330077442834, "ret_signed_p3m": 0.24351330077442834, "alpha_spy_p3m": 0.1663526100202708, "alpha_c_p3m": 0.1663526100202708, "bench_spy_p3m": 0.07716069075415755, "bench_c_p3m": 0.07716069075415755, "ret_p6m": 0.20489449593000053, "ret_signed_p6m": 0.20489449593000053, "alpha_spy_p6m": 0.09131130108634, "alpha_c_p6m": 0.09131130108634, "bench_spy_p6m": 0.11358319484366053, "bench_c_p6m": 0.11358319484366053, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.2535702907937578, "alpha_spy_stated": 0.22495354730836925, "alpha_c_stated": 0.22495354730836925, "price_path": [-0.3784, -0.3712, -0.3712, -0.3912, -0.3698, -0.324, -0.2774, -0.2438, -0.2313, -0.2217, -0.2059, -0.2209, -0.1667, -0.1702, -0.2701, -0.2593, -0.2011, -0.2135, -0.2058, -0.1411, -0.1272, -0.141, -0.1316, -0.153, -0.158, -0.1916, -0.1801, -0.1732, -0.1732, -0.1727, -0.1702, -0.1799, -0.1165, -0.1147, -0.1071, -0.1283, -0.196, -0.1437, -0.1146, -0.1096, -0.0856, -0.0936, -0.0788, -0.0519, -0.0734, -0.0616, -0.0616, -0.0795, -0.0619, -0.0397, -0.0419, -0.0329, -0.1234, -0.086, -0.1238, -0.1142, -0.0992, -0.0992, -0.0672, -0.0633, -0.0404, -0.0446, -0.0473, 0.0, -0.0038, 0.0118, 0.0325, 0.0293, 0.0177, -0.0005, 0.0367, 0.0383, 0.0647, 0.0585, 0.0475, 0.0634, 0.0617, 0.0343, 0.0772, 0.1617, 0.2038, 0.2216, 0.2535, 0.2248, 0.2536, 0.2361, 0.2137, 0.1879, 0.1668, 0.0577, 0.046, 0.0471, 0.0643, 0.0538, 0.0786, 0.0508, 0.0601, 0.0507, 0.0507, 0.0532, 0.0386, 0.0469, 0.0266, 0.0466, 0.0886, 0.1179, 0.102, 0.1494, 0.1479, 0.1415, 0.1286, 0.1865, 0.2229, 0.2023, 0.2239, 0.2039, 0.2009, 0.1905, 0.1992, 0.2231, 0.24, 0.2541, 0.1604, 0.2037, 0.2214, 0.2307, 0.2435, 0.1763, 0.1881, 0.2051, 0.2043, 0.1942, 0.1944, 0.2175, 0.217, 0.1766, 0.2101, 0.2379, 0.2684, 0.2712, 0.333, 0.3044, 0.3441, 0.3891, 0.2788, 0.2598, 0.1737, 0.193, 0.2981, 0.2803, 0.2348, 0.1541, 0.1667, 0.1482, 0.1219, 0.1091, 0.0442, 0.0382, 0.0878, 0.0965, 0.1114, 0.1114, 0.1294, 0.123, 0.1444, 0.1806, 0.1929, 0.2186, 0.2168, 0.2192, 0.2599, 0.2574, 0.2308, 0.2286, 0.2588, 0.1887, 0.245, 0.2965, 0.3006, 0.3016, 0.3018, 0.3018, 0.2652, 0.2349, 0.2125, 0.1918, 0.1918, 0.1254, 0.1669, 0.2049]}
{"unit_id": "quote:1963195272873566486", "ticker_idx": 0, "ts": "2025-09-03T11:00:02+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Palantir will become the dominant software company of the future. And the market is now waking up to this reality.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish PLTR: endorses Karp's thesis that Palantir becomes the dominant software company and the market is recognizing it.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "$PLTR \"With continued execution, and a focus on what matters and a near complete disinterest in what does not, we believe that Palantir will become the dominant software company of the future.\"\n\n\"And the market is now waking up to this reality.\"\n\n-Alex Karp https://t.co/ZhcFywsgWZ", "reply_text": null, "parent_text": null, "quoted_text": "$PLTR valuation makes ZERO sense \n\nBut then why do institutions keep buying it?\nWhat do they know that you don't?\n\nI work in BIG DATA analytics and let me share the secrets of Palantir in the most basic way\n\nPalantir has monopoly on Automated Governance, serving as the ultimate https://t.co/XGLRmO7rq8", "parent_author": null, "ret_m1d": 0.014138169965776548, "ret_signed_m1d": 0.014138169965776548, "alpha_spy_m1d": 0.019528502970232675, "alpha_c_m1d": 0.019528502970232675, "bench_spy_m1d": -0.005390333004456127, "bench_c_m1d": -0.005390333004456127, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.008005200400412749, "ret_signed_p1d": 0.008005200400412749, "alpha_spy_p1d": -0.0003522171479783953, "alpha_c_p1d": -0.0003522171479783953, "bench_spy_p1d": 0.008357417548391144, "bench_c_p1d": 0.008357417548391144, "ret_p1w": 0.07643648846488693, "ret_signed_p1w": 0.07643648846488693, "alpha_spy_p1w": 0.06327906800223215, "alpha_c_p1w": 0.06327906800223215, "bench_spy_p1w": 0.013157420462654779, "bench_c_p1w": 0.013157420462654779, "ret_p1m": 0.20755332745047395, "ret_signed_p1m": 0.20755332745047395, "alpha_spy_p1m": 0.16509001553569935, "alpha_c_p1m": 0.16509001553569935, "bench_spy_p1m": 0.04246331191477459, "bench_c_p1m": 0.04246331191477459, "ret_p3m": 0.08127832209659913, "ret_signed_p3m": 0.08127832209659913, "alpha_spy_p3m": 0.02160197023302346, "alpha_c_p3m": 0.02160197023302346, "bench_spy_p3m": 0.05967635186357567, "bench_c_p3m": 0.05967635186357567, "ret_p6m": -0.12240149904556219, "ret_signed_p6m": -0.12240149904556219, "alpha_spy_p6m": -0.19931686998337605, "alpha_c_p6m": -0.19931686998337605, "bench_spy_p6m": 0.07691537093781387, "bench_c_p6m": 0.07691537093781387, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.20755332745047395, "alpha_spy_stated": 0.16509001553569935, "alpha_c_stated": 0.16509001553569935, "price_path": [-0.1755, -0.1474, -0.1426, -0.1195, -0.1272, -0.113, -0.0871, -0.1078, -0.0964, -0.0964, -0.1136, -0.0967, -0.0753, -0.0775, -0.0688, -0.156, -0.1199, -0.1564, -0.1471, -0.1326, -0.1326, -0.1019, -0.0981, -0.076, -0.0801, -0.0826, -0.0371, -0.0408, -0.0258, -0.0059, -0.0089, -0.0201, -0.0376, -0.0017, -0.0003, 0.0252, 0.0192, 0.0087, 0.024, 0.0223, -0.0041, 0.0372, 0.1186, 0.1591, 0.1762, 0.207, 0.1793, 0.207, 0.1903, 0.1686, 0.1438, 0.1235, 0.0184, 0.0072, 0.0083, 0.0248, 0.0147, 0.0385, 0.0117, 0.0208, 0.0117, 0.0117, 0.0141, 0.0, 0.008, -0.0116, 0.0077, 0.0482, 0.0764, 0.0611, 0.1067, 0.1053, 0.0992, 0.0867, 0.1425, 0.1775, 0.1577, 0.1785, 0.1592, 0.1564, 0.1464, 0.1547, 0.1777, 0.194, 0.2076, 0.1173, 0.159, 0.176, 0.185, 0.1974, 0.1326, 0.144, 0.1604, 0.1596, 0.1499, 0.1501, 0.1723, 0.1718, 0.1329, 0.1651, 0.1919, 0.2213, 0.224, 0.2835, 0.256, 0.2942, 0.3375, 0.2314, 0.213, 0.1301, 0.1487, 0.2499, 0.2328, 0.189, 0.1113, 0.1234, 0.1056, 0.0802, 0.0679, 0.0055, -0.0003, 0.0475, 0.0558, 0.0702, 0.0702, 0.0875, 0.0813, 0.1019, 0.1367, 0.1486, 0.1734, 0.1717, 0.1739, 0.2131, 0.2107, 0.1851, 0.183, 0.2121, 0.1445, 0.1988, 0.2484, 0.2523, 0.2533, 0.2535, 0.2535, 0.2183, 0.189, 0.1675, 0.1475, 0.1475, 0.0837, 0.1236, 0.1602, 0.1729, 0.1418, 0.1458, 0.1582, 0.1553, 0.1517, 0.1431, 0.1037, 0.1037, 0.088, 0.0673, 0.071, 0.0949, 0.0811, 0.0697, 0.0158, -0.0196, -0.0536, -0.0461, 0.0192, -0.0992, -0.1607, -0.1227, -0.0774, -0.0994, -0.1241, -0.1664, -0.1516, -0.1516, -0.1413, -0.126, -0.1292, -0.1269, -0.1569, -0.1682, -0.1337, -0.1224]}
{"unit_id": "quote:1951686390779183542", "ticker_idx": 0, "ts": "2025-08-02T16:47:50+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$PLTR German police expands use of Palantir surveillance software", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Shares bullish news of PLTR's expanding European government contracts; German police expanding Gotham surveillance software use.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "🚨 $PLTR German police expands use of Palantir surveillance software\n\nThree of Germany's 16 federal states are already using Gotham: Bavaria, Hesse and North Rhine-Westphalia. Baden-Württemberg is planning to implement it soon.\n\nPolice and spy agencies are keen to combat criminality and terrorism with artificial intelligence with \"predictive policing\" Palantir software", "reply_text": null, "parent_text": null, "quoted_text": "$PLTR valuation makes ZERO sense \n\nBut then why do institutions keep buying it?\nWhat do they know that you don't?\n\nI work in BIG DATA analytics and let me share the secrets of Palantir in the most basic way\n\nPalantir has monopoly on Automated Governance, serving as the ultimate https://t.co/XGLRmO7rq8", "parent_author": null, "ret_m1d": -0.039773429876719724, "ret_signed_m1d": -0.039773429876719724, "alpha_spy_m1d": -0.024801239479641635, "alpha_c_m1d": -0.024801239479641635, "bench_spy_m1d": -0.014972190397078089, "bench_c_m1d": -0.014972190397078089, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, 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{"unit_id": "quote:1952467917540643144", "ticker_idx": 0, "ts": "2025-08-04T20:33:21+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$PLTR +93% Y/Y US Commercial Revenue\n\nSpeechless", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish PLTR on 93% Y/Y US commercial revenue growth and Rule of 40 score of 94%; durable result framed as unstoppable.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "$PLTR +93% Y/Y US Commercial Revenue\n\nSpeechless https://t.co/C5yvSpj4cs", "reply_text": null, "parent_text": null, "quoted_text": "🐐 $PLTR Rule of 40, Score of 94%\n\nHoly Cow. Unstoppable. https://t.co/DCnsV2OxWl", "parent_author": null, "ret_m1d": -0.07277659317490859, "ret_signed_m1d": -0.07277659317490859, "alpha_spy_m1d": -0.07787245342598992, "alpha_c_m1d": -0.07787245342598992, "bench_spy_m1d": 0.00509586025108133, "bench_c_m1d": 0.00509586025108133, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03618623454185732, "ret_signed_p1d": 0.03618623454185732, "alpha_spy_p1d": 0.028526475072750523, "alpha_c_p1d": 0.028526475072750523, "bench_spy_p1d": 0.007659759469106797, "bench_c_p1d": 0.007659759469106797, "ret_p1w": 0.07906733196993199, "ret_signed_p1w": 0.07906733196993199, "alpha_spy_p1w": 0.05562657135763471, "alpha_c_p1w": 0.05562657135763471, "bench_spy_p1w": 0.023440760612297273, "bench_c_p1w": 0.023440760612297273, "ret_p1m": -0.10601956439667637, "ret_signed_p1m": -0.10601956439667637, "alpha_spy_p1m": -0.13113231355996957, "alpha_c_p1m": -0.13113231355996957, "bench_spy_p1m": 0.025112749163293202, "bench_c_p1m": 0.025112749163293202, "ret_p3m": 0.15698041367547466, "ret_signed_p3m": 0.15698041367547466, "alpha_spy_p3m": 0.06783425697416057, "alpha_c_p3m": 0.06783425697416057, "bench_spy_p3m": 0.0891461567013141, "bench_c_p3m": 0.0891461567013141, "ret_p6m": -0.09187971245104654, "ret_signed_p6m": -0.09187971245104654, "alpha_spy_p6m": -0.2056409722581577, "alpha_c_p6m": -0.2056409722581577, "bench_spy_p6m": 0.11376125980711116, "bench_c_p6m": 0.11376125980711116, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.10601956439667637, "alpha_spy_stated": -0.13113231355996957, "alpha_c_stated": -0.13113231355996957, "price_path": [-0.3123, -0.323, -0.3163, -0.2607, -0.2487, -0.2606, -0.2525, -0.2709, -0.2752, -0.3041, -0.2942, -0.2883, -0.2883, -0.2879, -0.2857, -0.294, -0.2395, -0.238, -0.2314, -0.2497, -0.308, -0.2629, -0.2378, -0.2335, -0.2128, -0.2198, -0.207, -0.1839, -0.2024, -0.1922, -0.1922, -0.2076, -0.1925, -0.1734, -0.1753, -0.1675, -0.2455, -0.2133, -0.2458, -0.2375, -0.2246, -0.2246, -0.1971, -0.1937, -0.1739, -0.1776, -0.1799, -0.1392, -0.1425, -0.129, -0.1113, -0.114, -0.124, -0.1397, -0.1076, -0.1063, -0.0835, -0.0888, -0.0983, -0.0846, -0.0861, -0.1097, -0.0728, 0.0, 0.0362, 0.0515, 0.079, 0.0543, 0.0791, 0.0641, 0.0447, 0.0225, 0.0044, -0.0896, -0.0996, -0.0986, -0.0839, -0.0929, -0.0716, -0.0955, -0.0874, -0.0956, -0.0956, -0.0934, -0.106, -0.0989, -0.1164, -0.0991, -0.063, -0.0377, -0.0514, -0.0106, -0.0119, -0.0174, -0.0285, 0.0214, 0.0526, 0.035, 0.0536, 0.0363, 0.0338, 0.0248, 0.0323, 0.0528, 0.0674, 0.0795, -0.0012, 0.0361, 0.0514, 0.0594, 0.0704, 0.0125, 0.0227, 0.0373, 0.0366, 0.028, 0.0282, 0.048, 0.0476, 0.0128, 0.0416, 0.0656, 0.0918, 0.0942, 0.1474, 0.1228, 0.157, 0.1957, 0.1008, 0.0844, 0.0103, 0.0269, 0.1174, 0.1021, 0.0629, -0.0065, 0.0043, -0.0117, -0.0343, -0.0453, -0.1011, -0.1063, -0.0636, -0.0561, -0.0433, -0.0433, -0.0278, -0.0334, -0.0149, 0.0162, 0.0268, 0.049, 0.0474, 0.0495, 0.0845, 0.0824, 0.0594, 0.0576, 0.0836, 0.0232, 0.0717, 0.1161, 0.1195, 0.1204, 0.1206, 0.1206, 0.0891, 0.063, 0.0437, 0.0259, 0.0259, -0.0312, 0.0044, 0.0372, 0.0485, 0.0207, 0.0244, 0.0354, 0.0328, 0.0296, 0.0219, -0.0133, -0.0133, -0.0274, -0.0458, -0.0425, -0.0212, -0.0335, -0.0437, -0.0919]}
{"unit_id": "quote:1937952252301611015", "ticker_idx": 0, "ts": "2025-06-25T19:13:17+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "It's a single digit forward PE, AI player. Let's see if the market realizes this paradigm shift.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish MU: single-digit forward PE HBM/AI player enabling NVDA Blackwell is deeply undervalued; expects market to re-rate.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU's Forward PE will likely be in SINGLE digits after today's earnings.\n\nHBM Premium chips are directly enabling $NVDA Blackwell GPUs--the heart of the AI revolution.\n\nIt's a single digit forward PE, AI player. Let's see if the market realizes this paradigm shift.", "reply_text": null, "parent_text": null, "quoted_text": "$MU HBM Chips Directly Enable $NVDA Blackwell GPUs\n\nForward PE Ratio is still 11.3\n\nBargain of the Century https://t.co/fDrUxQ58PG", "parent_author": null, "ret_m1d": 0.005186703787299907, "ret_signed_m1d": 0.005186703787299907, "alpha_spy_m1d": 0.005746774297229362, "alpha_c_m1d": 0.018486137889198506, "bench_spy_m1d": -0.0005600705099294556, "bench_c_m1d": -0.0132994341018986, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.009823196998103967, "ret_signed_p1d": -0.009823196998103967, "alpha_spy_p1d": -0.01764690428472293, "alpha_c_p1d": -0.017090671033344718, "bench_spy_p1d": 0.007823707286618964, "bench_c_p1d": 0.007267474035240751, "ret_p1w": -0.04330058072908338, "ret_signed_p1w": -0.04330058072908338, "alpha_spy_p1w": -0.06525656447260486, "alpha_c_p1w": -0.06528454229611147, "bench_spy_p1w": 0.02195598374352148, "bench_c_p1w": 0.021983961567028087, "ret_p1m": -0.12113821890676191, "ret_signed_p1m": -0.12113821890676191, "alpha_spy_p1m": -0.16610435903599685, "alpha_c_p1m": -0.16692309397768967, "bench_spy_p1m": 0.044966140129234944, "bench_c_p1m": 0.045784875070927766, "ret_p3m": 0.2948915937920622, "ret_signed_p3m": 0.2948915937920622, "alpha_spy_p3m": 0.1934805108809925, "alpha_c_p3m": 0.12421568967381957, "bench_spy_p3m": 0.1014110829110697, "bench_c_p3m": 0.17067590411824263, "ret_p6m": 0.9563045658042233, "ret_signed_p6m": 0.9563045658042233, "alpha_spy_p6m": 0.8389878869959191, "alpha_c_p6m": 0.6944949622109877, "bench_spy_p6m": 0.11731667880830421, "bench_c_p6m": 0.2618096035932356, "ret_p1y": 6.732492004968543, "ret_signed_p1y": 6.732492004968543, "alpha_spy_p1y": 6.500377135015187, "alpha_c_p1y": 5.472720604530645, "bench_spy_p1y": 0.2321148699533555, "bench_c_p1y": 1.2597714004378973, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.12113821890676191, "alpha_spy_stated": -0.16610435903599685, "alpha_c_stated": -0.16692309397768967, "price_path": [-0.3059, -0.3172, -0.3029, -0.3037, -0.4158, -0.4914, -0.4627, -0.485, -0.3881, -0.4495, -0.4534, -0.4419, -0.4417, -0.4552, -0.4593, -0.4593, -0.4755, -0.4483, -0.4269, -0.3916, -0.373, -0.3826, -0.3958, -0.3953, -0.3888, -0.3657, -0.368, -0.3673, -0.3507, -0.3308, -0.3253, -0.2747, -0.2383, -0.2509, -0.2499, -0.2299, -0.2248, -0.2291, -0.2468, -0.2548, -0.2662, -0.2662, -0.2426, -0.2442, -0.2393, -0.2577, -0.2284, -0.1965, -0.1886, -0.1647, -0.1469, -0.1281, -0.103, -0.0882, -0.087, -0.0916, -0.0582, -0.0543, -0.0427, -0.0427, -0.0287, -0.0406, 0.0052, 0.0, -0.0098, -0.0196, -0.0314, -0.05, -0.0433, -0.039, -0.039, -0.0567, -0.0213, -0.0385, -0.0316, -0.0205, -0.067, -0.0552, -0.0842, -0.1091, -0.1002, -0.1093, -0.1409, -0.1361, -0.1211, -0.1248, -0.1249, -0.1193, -0.0975, -0.1415, -0.175, -0.1523, -0.1421, -0.1443, -0.12, -0.0648, -0.0268, 0.0049, -0.0225, -0.0145, -0.0492, -0.0282, -0.04, -0.078, -0.0892, -0.0743, -0.0842, -0.0836, -0.0738, -0.0404, -0.0639, -0.0639, -0.068, -0.0662, -0.023, 0.0333, 0.0341, 0.0638, 0.1012, 0.1844, 0.2368, 0.241, 0.2493, 0.2585, 0.3285, 0.28, 0.2949, 0.309, 0.272, 0.2336, 0.2371, 0.2892, 0.3161, 0.4328, 0.4454, 0.4784, 0.503, 0.4615, 0.5469, 0.5138, 0.4293, 0.5173, 0.4723, 0.5107, 0.5941, 0.5929, 0.6275, 0.5922, 0.5621, 0.627, 0.7239, 0.7324, 0.7466, 0.7838, 0.7632, 0.7613, 0.8473, 0.7161, 0.8693, 0.8759, 0.8726, 0.9937, 0.8977, 0.9276, 0.865, 0.9428, 0.9044, 0.7985, 0.7782, 0.585, 0.6322, 0.7625, 0.7672, 0.8123, 0.8123, 0.8613, 0.8926, 0.885, 0.843, 0.7839, 0.8671, 0.9435, 0.9868, 1.0756, 1.0343, 0.898, 0.8693, 0.8301, 0.775, 0.9563]}
{"unit_id": "reply:1938080033110974901", "ticker_idx": 0, "ts": "2025-06-26T03:41:02+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I strongly believe the peak and trough of their cycles will be greatly attenuated because HBM is about to change this company forever... buying $MU at their bottom of the cycles will be Bargain of the Century, every time", "tweet_type": "analysis", "timeline": "years", "summary": "Strongly bullish MU: HBM adds 40% new revenue, AI-driven multi-year supercycle, and automotive growth will structurally reduce cycle volatility.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "This lackluster $MU AH price action is getting old. The market thinks the cycle will be over soon and they dump the stock believing it's not worth holding this name. It's like Micron how dare you! You cannot have a forward PE of two digits! \n\nMarket won't care until it does and at the moment a lot investors are not taking into account that HBM is about to change this company forever. I strongly believe the peak and trough of their cycles will be greatly attenuated because HBM adds about 40% more revenue that Micron never had. It will be multi-year super cycle driven by AI and rate cuts and RoboTaxi is going to make Micron's Automotive revenue grow significantly in the next decade. \n\nWhatever happens, buying $MU at their bottom of the cycles (if any in the next 2-3 years.. ) will be Bargain of the Century, every time.", "reply_text": null, "parent_text": "@TradexWhisperer I was quite surprised by the AH action", "quoted_text": null, "parent_author": "dan_f38833", "ret_m1d": 0.00992064949241711, "ret_signed_m1d": 0.00992064949241711, "alpha_spy_m1d": 0.01768362155792136, "alpha_c_m1d": 0.017135688419591344, "bench_spy_m1d": -0.007762972065504248, "bench_c_m1d": -0.007215038927174233, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.009841259532637148, "ret_signed_p1d": -0.009841259532637148, "alpha_spy_p1d": -0.014809682683096792, "alpha_c_p1d": -0.014242418921685207, "bench_spy_p1d": 0.004968423150459644, "bench_c_p1d": 0.004401159389048059, "ret_p1w": -0.02944438863813137, "ret_signed_p1w": -0.02944438863813137, "alpha_spy_p1w": -0.05145887434198848, "alpha_c_p1w": -0.05260456088996601, "bench_spy_p1w": 0.022014485703857112, "bench_c_p1w": 0.023160172251834643, "ret_p1m": -0.11615297377005496, "ret_signed_p1m": -0.11615297377005496, "alpha_spy_p1m": -0.15738719454849648, "alpha_c_p1m": -0.15327409670677328, "bench_spy_p1m": 0.04123422077844152, "bench_c_p1m": 0.03712112293671832, "ret_p3m": 0.32195742379580516, "ret_signed_p3m": 0.32195742379580516, "alpha_spy_p3m": 0.2350456212240093, "alpha_c_p3m": 0.161423497883884, "bench_spy_p3m": 0.08691180257179587, "bench_c_p3m": 0.16053392591192117, "ret_p6m": 1.1137858419417523, "ret_signed_p6m": 1.1137858419417523, "alpha_spy_p6m": 0.9950946687445708, "alpha_c_p6m": 0.8286848481828666, "bench_spy_p6m": 0.11869117319718159, "bench_c_p6m": 0.28510099375888576, "ret_p1y": 7.655510030417643, "ret_signed_p1y": 7.655510030417643, "alpha_spy_p1y": 7.411401623946933, "alpha_c_p1y": 6.313830842281525, "bench_spy_p1y": 0.24410840647070997, "bench_c_p1y": 1.3416791881361183, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": 7.655510030417643, "alpha_spy_stated": 7.411401623946933, "alpha_c_stated": 6.313830842281525, "price_path": [-0.3104, -0.296, -0.2968, -0.41, -0.4863, -0.4574, -0.4798, -0.382, -0.444, -0.448, -0.4363, -0.4362, -0.4498, -0.454, -0.454, -0.4703, -0.4428, -0.4212, -0.3856, -0.3668, -0.3765, -0.3898, -0.3893, -0.3828, -0.3594, -0.3617, -0.361, -0.3443, -0.3242, -0.3186, -0.2675, -0.2307, -0.2435, -0.2425, -0.2222, -0.2171, -0.2214, -0.2394, -0.2474, -0.259, -0.259, -0.2351, -0.2367, -0.2317, -0.2503, -0.2208, -0.1885, -0.1806, -0.1564, -0.1384, -0.1194, -0.0941, -0.0791, -0.0779, -0.0825, -0.0489, -0.0449, -0.0332, -0.0332, -0.019, -0.0311, 0.0152, 0.0099, 0.0, -0.0098, -0.0218, -0.0406, -0.0338, -0.0294, -0.0294, -0.0474, -0.0116, -0.0289, -0.022, -0.0107, -0.0578, -0.0458, -0.0751, -0.1003, -0.0913, -0.1005, -0.1324, -0.1275, -0.1124, -0.1162, -0.1162, -0.1106, -0.0885, -0.133, -0.1668, -0.1439, -0.1336, -0.1359, -0.1113, -0.0555, -0.0172, 0.0148, -0.0128, -0.0047, -0.0398, -0.0185, -0.0304, -0.0689, -0.0802, -0.0652, -0.0752, -0.0745, -0.0646, -0.0308, -0.0546, -0.0546, -0.0588, -0.0569, -0.0133, 0.0436, 0.0443, 0.0743, 0.1122, 0.1961, 0.249, 0.2533, 0.2617, 0.271, 0.3417, 0.2927, 0.3077, 0.322, 0.2846, 0.2459, 0.2493, 0.302, 0.3292, 0.447, 0.4597, 0.4931, 0.5179, 0.476, 0.5623, 0.5288, 0.4435, 0.5323, 0.4869, 0.5257, 0.6099, 0.6087, 0.6436, 0.608, 0.5776, 0.6431, 0.741, 0.7496, 0.764, 0.8015, 0.7806, 0.7787, 0.8656, 0.7331, 0.8879, 0.8945, 0.8912, 1.0135, 0.9166, 0.9467, 0.8835, 0.962, 0.9232, 0.8163, 0.7958, 0.6007, 0.6484, 0.78, 0.7848, 0.8303, 0.8303, 0.8798, 0.9114, 0.9037, 0.8613, 0.8016, 0.8857, 0.9628, 1.0065, 1.0962, 1.0545, 0.9168, 0.8879, 0.8482, 0.7926, 0.9757, 1.1138]}
{"unit_id": "quote:1944934377827524618", "ticker_idx": 0, "ts": "2025-07-15T01:37:45+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU $NVDA Tight Supply Incoming. The AI race has just started.", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Bullish MU and NVDA on tight supply as AI demand accelerates; endorses multiple analyst PT upgrades on MU.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "🔥 $MU $NVDA Tight Supply Incoming. The AI race has just started.\n\n\"We're building multiple more titan clusters as well. Just one of these covers a significant part of the footprint of Manhattan.\" -Zuck $META https://t.co/tiE8WHLQ34", "reply_text": null, "parent_text": null, "quoted_text": "$MU PT Upgrades Post-Q3 2025 Earnings:\n\nCiti: $130 → $150\nUBS: $120 → $155\nSusquehanna: $150 → $160\nRosenblatt: $172 → $200\nDeutsche Bank: Initiated at $150", "parent_author": null, "ret_m1d": -0.012488480619929243, "ret_signed_m1d": -0.012488480619929243, "alpha_spy_m1d": -0.016780131134796372, "alpha_c_m1d": 0.006356020324132738, "bench_spy_m1d": 0.004291650514867129, "bench_c_m1d": -0.01884450094406198, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.030638513504272602, "ret_signed_p1d": -0.030638513504272602, "alpha_spy_p1d": -0.03398188641265598, "alpha_c_p1d": -0.025411538595604966, "bench_spy_p1d": 0.0033433729083833796, "bench_c_p1d": -0.0052269749086676365, "ret_p1w": -0.09066683239773521, "ret_signed_p1w": -0.09066683239773521, "alpha_spy_p1w": -0.10146836900422651, "alpha_c_p1w": -0.07199423748202705, "bench_spy_p1w": 0.010801536606491302, "bench_c_p1w": -0.018672594915708163, "ret_p1m": 0.034634888370392636, "ret_signed_p1m": 0.034634888370392636, "alpha_spy_p1m": -0.0019325212724399243, "alpha_c_p1m": -0.001403689321447299, "bench_spy_p1m": 0.03656740964283256, "bench_c_p1m": 0.036038577691839935, "ret_p3m": 0.512894294854273, "ret_signed_p3m": 0.512894294854273, "alpha_spy_p3m": 0.4603491018877155, "alpha_c_p3m": 0.394118493159509, "bench_spy_p3m": 0.052545192966557464, "bench_c_p3m": 0.11877580169476398, "ret_p6m": 1.8299051535258957, "ret_signed_p6m": 1.8299051535258957, "alpha_spy_p6m": 1.7151477915786493, "alpha_c_p6m": 1.5017826536901169, "bench_spy_p6m": 0.1147573619472464, "bench_c_p6m": 0.3281224998357788, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.034634888370392636, "alpha_spy_stated": -0.0019325212724399243, "alpha_c_stated": -0.001403689321447299, "price_path": [-0.4277, -0.4277, -0.4449, -0.416, -0.3934, -0.356, -0.3364, -0.3465, -0.3605, -0.3599, -0.3531, -0.3286, -0.3311, -0.3303, -0.3128, -0.2917, -0.2858, -0.2323, -0.1937, -0.2071, -0.2061, -0.1848, -0.1794, -0.184, -0.2028, -0.2112, -0.2234, -0.2234, -0.1983, -0.2, -0.1948, -0.2143, -0.1834, -0.1495, -0.1412, -0.1159, -0.097, -0.0771, -0.0506, -0.0349, -0.0336, -0.0385, -0.0032, 0.001, 0.0133, 0.0133, 0.0281, 0.0154, 0.0639, 0.0584, 0.0481, 0.0377, 0.0252, 0.0055, 0.0126, 0.0172, 0.0172, -0.0016, 0.0359, 0.0177, 0.025, 0.0368, -0.0125, 0.0, -0.0306, -0.057, -0.0476, -0.0573, -0.0907, -0.0856, -0.0698, -0.0737, -0.0738, -0.0679, -0.0447, -0.0913, -0.1268, -0.1027, -0.092, -0.0943, -0.0686, -0.0102, 0.0301, 0.0636, 0.0346, 0.0431, 0.0063, 0.0286, 0.0162, -0.0241, -0.036, -0.0202, -0.0307, -0.0301, -0.0196, 0.0157, -0.0092, -0.0092, -0.0136, -0.0116, 0.0341, 0.0937, 0.0945, 0.126, 0.1656, 0.2536, 0.3091, 0.3135, 0.3223, 0.332, 0.4061, 0.3548, 0.3706, 0.3855, 0.3463, 0.3057, 0.3094, 0.3646, 0.3931, 0.5165, 0.5298, 0.5648, 0.5909, 0.547, 0.6374, 0.6023, 0.5129, 0.606, 0.5584, 0.599, 0.6873, 0.686, 0.7226, 0.6853, 0.6534, 0.7221, 0.8246, 0.8336, 0.8487, 0.888, 0.8662, 0.8642, 0.9553, 0.8164, 0.9786, 0.9855, 0.9821, 1.1102, 1.0087, 1.0402, 0.974, 1.0563, 1.0157, 0.9036, 0.8821, 0.6776, 0.7276, 0.8655, 0.8705, 0.9183, 0.9183, 0.9701, 1.0033, 0.9952, 0.9508, 0.8882, 0.9763, 1.0571, 1.1029, 1.1969, 1.1532, 1.0089, 0.9786, 0.937, 0.8788, 1.0706, 1.2154, 1.3042, 1.3016, 1.3883, 1.3883, 1.3726, 1.4534, 1.4389, 1.3787, 1.3787, 1.6288, 1.6015, 1.8622, 1.8299]}
{"unit_id": "quote:1944934377827524618", "ticker_idx": 1, "ts": "2025-07-15T01:37:45+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU $NVDA Tight Supply Incoming. The AI race has just started.", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Bullish MU and NVDA on tight supply as AI demand accelerates; endorses multiple analyst PT upgrades on MU.", "resolved_tickers": ["NVDA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "🔥 $MU $NVDA Tight Supply Incoming. The AI race has just started.\n\n\"We're building multiple more titan clusters as well. Just one of these covers a significant part of the footprint of Manhattan.\" -Zuck $META https://t.co/tiE8WHLQ34", "reply_text": null, "parent_text": null, "quoted_text": "$MU PT Upgrades Post-Q3 2025 Earnings:\n\nCiti: $130 → $150\nUBS: $120 → $155\nSusquehanna: $150 → $160\nRosenblatt: $172 → $200\nDeutsche Bank: Initiated at $150", "parent_author": null, "ret_m1d": -0.038840094288324134, "ret_signed_m1d": -0.038840094288324134, "alpha_spy_m1d": -0.04313174480319126, "alpha_c_m1d": -0.019995593344262153, "bench_spy_m1d": 0.004291650514867129, "bench_c_m1d": -0.01884450094406198, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.003925040155780657, "ret_signed_p1d": 0.003925040155780657, "alpha_spy_p1d": 0.0005816672473972773, "alpha_c_p1d": 0.009152015064448293, "bench_spy_p1d": 0.0033433729083833796, "bench_c_p1d": -0.0052269749086676365, "ret_p1w": -0.021499689181502357, "ret_signed_p1w": -0.021499689181502357, "alpha_spy_p1w": -0.03230122578799366, "alpha_c_p1w": -0.0028270942657941944, "bench_spy_p1w": 0.010801536606491302, "bench_c_p1w": -0.018672594915708163, "ret_p1m": 0.06379615677067418, "ret_signed_p1m": 0.06379615677067418, "alpha_spy_p1m": 0.027228747127841624, "alpha_c_p1m": 0.02775757907883425, "bench_spy_p1m": 0.03656740964283256, "bench_c_p1m": 0.036038577691839935, "ret_p3m": 0.07305411732693412, "ret_signed_p3m": 0.07305411732693412, "alpha_spy_p3m": 0.020508924360376657, "alpha_c_p3m": -0.04572168436782986, "bench_spy_p3m": 0.052545192966557464, "bench_c_p3m": 0.11877580169476398, "ret_p6m": 0.10797418393920943, "ret_signed_p6m": 0.10797418393920943, "alpha_spy_p6m": -0.006783178008036961, "alpha_c_p6m": -0.22014831589656936, "bench_spy_p6m": 0.1147573619472464, "bench_c_p6m": 0.3281224998357788, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.06379615677067418, "alpha_spy_stated": 0.027228747127841624, "alpha_c_stated": 0.02775757907883425, "price_path": [-0.4055, -0.4055, -0.4323, -0.4207, -0.3983, -0.3766, -0.3497, -0.3631, -0.3614, -0.362, -0.3462, -0.3293, -0.3333, -0.3349, -0.3143, -0.3125, -0.3167, -0.2795, -0.2389, -0.2072, -0.2102, -0.2069, -0.2059, -0.2128, -0.2279, -0.2219, -0.2309, -0.2309, -0.2063, -0.2103, -0.1846, -0.2084, -0.1953, -0.1728, -0.1687, -0.18, -0.1698, -0.1645, -0.1567, -0.1633, -0.1506, -0.1683, -0.1524, -0.1557, -0.1477, -0.1477, -0.1573, -0.1554, -0.1336, -0.096, -0.0919, -0.0759, -0.0745, -0.1019, -0.0788, -0.0665, -0.0665, -0.073, -0.0627, -0.0458, -0.0387, -0.0339, -0.0388, 0.0, 0.0039, 0.0135, 0.01, 0.004, -0.0215, 0.0005, 0.0178, 0.0164, 0.0354, 0.0282, 0.0502, 0.042, 0.0177, 0.0545, 0.0443, 0.0511, 0.059, 0.0703, 0.0665, 0.073, 0.0638, 0.0663, 0.0571, 0.0663, 0.0289, 0.0275, 0.0251, 0.0427, 0.0534, 0.0649, 0.0639, 0.0555, 0.0204, 0.0204, 0.0005, -0.0005, 0.0056, -0.0216, -0.014, 0.0004, 0.0388, 0.038, 0.0418, 0.0414, 0.0245, -0.0023, 0.0325, 0.035, 0.0757, 0.0453, 0.0368, 0.041, 0.0439, 0.0654, 0.0931, 0.097, 0.1066, 0.0992, 0.087, 0.0841, 0.1079, 0.1282, 0.0731, 0.1033, 0.0547, 0.0535, 0.0651, 0.0734, 0.07, 0.0613, 0.0562, 0.0672, 0.0912, 0.1219, 0.1777, 0.213, 0.1886, 0.1863, 0.212, 0.164, 0.1436, 0.1019, 0.1023, 0.1661, 0.1316, 0.1354, 0.0947, 0.1141, 0.0932, 0.0625, 0.0927, 0.0583, 0.048, 0.0695, 0.0418, 0.0561, 0.0561, 0.037, 0.0541, 0.0631, 0.0521, 0.0744, 0.0687, 0.0871, 0.0837, 0.0767, 0.06, 0.0254, 0.0329, 0.0412, 0.0015, 0.0203, 0.0604, 0.0762, 0.1086, 0.105, 0.105, 0.1163, 0.1028, 0.0988, 0.0927, 0.0927, 0.1065, 0.1022, 0.097, 0.108]}
{"unit_id": "quote:1952472750662320447", "ticker_idx": 0, "ts": "2025-08-04T20:52:33+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "influence my 15k followers to make more money, not to be an \"ANALyst\"", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish PLTR despite high valuation; dismisses valuation critics and frames it as a missed opportunity.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "$PLTR Where are all the \"Valuation Police\" at?\n\nI am here to make money and influence my 15k followers to make more money, not to be an \"ANALyst\"\n\nDid you help them make money or did you stop them from investing $PLTR, a HUGE opportunity lost? You are responsible.", "reply_text": null, "parent_text": null, "quoted_text": "$PLTR I see lots of accounts trying to be a \"Valuation Police\" or an \"Analyst' when it comes to Palantir multiples.\n\nYou guys are totally right. I actually agree with you. The valuations are through the roofs but I am not here to be a valuation police. I am here to make money as", "parent_author": null, "ret_m1d": -0.07277659317490859, "ret_signed_m1d": -0.07277659317490859, "alpha_spy_m1d": -0.07787245342598992, "alpha_c_m1d": -0.07787245342598992, "bench_spy_m1d": 0.00509586025108133, "bench_c_m1d": 0.00509586025108133, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03618623454185732, "ret_signed_p1d": 0.03618623454185732, "alpha_spy_p1d": 0.028526475072750523, "alpha_c_p1d": 0.028526475072750523, "bench_spy_p1d": 0.007659759469106797, "bench_c_p1d": 0.007659759469106797, "ret_p1w": 0.07906733196993199, "ret_signed_p1w": 0.07906733196993199, "alpha_spy_p1w": 0.05562657135763471, "alpha_c_p1w": 0.05562657135763471, "bench_spy_p1w": 0.023440760612297273, "bench_c_p1w": 0.023440760612297273, "ret_p1m": -0.10601956439667637, "ret_signed_p1m": -0.10601956439667637, "alpha_spy_p1m": -0.13113231355996957, "alpha_c_p1m": -0.13113231355996957, "bench_spy_p1m": 0.025112749163293202, "bench_c_p1m": 0.025112749163293202, "ret_p3m": 0.15698041367547466, "ret_signed_p3m": 0.15698041367547466, "alpha_spy_p3m": 0.06783425697416057, "alpha_c_p3m": 0.06783425697416057, "bench_spy_p3m": 0.0891461567013141, "bench_c_p3m": 0.0891461567013141, "ret_p6m": -0.09187971245104654, "ret_signed_p6m": -0.09187971245104654, "alpha_spy_p6m": -0.2056409722581577, "alpha_c_p6m": -0.2056409722581577, "bench_spy_p6m": 0.11376125980711116, "bench_c_p6m": 0.11376125980711116, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.10601956439667637, "alpha_spy_stated": -0.13113231355996957, "alpha_c_stated": -0.13113231355996957, "price_path": [-0.3123, -0.323, -0.3163, -0.2607, -0.2487, -0.2606, -0.2525, -0.2709, -0.2752, -0.3041, -0.2942, -0.2883, -0.2883, -0.2879, -0.2857, -0.294, -0.2395, -0.238, -0.2314, -0.2497, -0.308, -0.2629, -0.2378, -0.2335, -0.2128, -0.2198, -0.207, -0.1839, -0.2024, -0.1922, -0.1922, -0.2076, -0.1925, -0.1734, -0.1753, -0.1675, -0.2455, -0.2133, -0.2458, -0.2375, -0.2246, -0.2246, -0.1971, -0.1937, -0.1739, -0.1776, -0.1799, -0.1392, -0.1425, -0.129, -0.1113, -0.114, -0.124, -0.1397, -0.1076, -0.1063, -0.0835, -0.0888, -0.0983, -0.0846, -0.0861, -0.1097, -0.0728, 0.0, 0.0362, 0.0515, 0.079, 0.0543, 0.0791, 0.0641, 0.0447, 0.0225, 0.0044, -0.0896, -0.0996, -0.0986, -0.0839, -0.0929, -0.0716, -0.0955, -0.0874, -0.0956, -0.0956, -0.0934, -0.106, -0.0989, -0.1164, -0.0991, -0.063, -0.0377, -0.0514, -0.0106, -0.0119, -0.0174, -0.0285, 0.0214, 0.0526, 0.035, 0.0536, 0.0363, 0.0338, 0.0248, 0.0323, 0.0528, 0.0674, 0.0795, -0.0012, 0.0361, 0.0514, 0.0594, 0.0704, 0.0125, 0.0227, 0.0373, 0.0366, 0.028, 0.0282, 0.048, 0.0476, 0.0128, 0.0416, 0.0656, 0.0918, 0.0942, 0.1474, 0.1228, 0.157, 0.1957, 0.1008, 0.0844, 0.0103, 0.0269, 0.1174, 0.1021, 0.0629, -0.0065, 0.0043, -0.0117, -0.0343, -0.0453, -0.1011, -0.1063, -0.0636, -0.0561, -0.0433, -0.0433, -0.0278, -0.0334, -0.0149, 0.0162, 0.0268, 0.049, 0.0474, 0.0495, 0.0845, 0.0824, 0.0594, 0.0576, 0.0836, 0.0232, 0.0717, 0.1161, 0.1195, 0.1204, 0.1206, 0.1206, 0.0891, 0.063, 0.0437, 0.0259, 0.0259, -0.0312, 0.0044, 0.0372, 0.0485, 0.0207, 0.0244, 0.0354, 0.0328, 0.0296, 0.0219, -0.0133, -0.0133, -0.0274, -0.0458, -0.0425, -0.0212, -0.0335, -0.0437, -0.0919]}
{"unit_id": "thread:1935049515129782447", "ticker_idx": 0, "ts": "2025-06-17T18:58:50+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Micron's potential rerating offers investors a compelling, asymmetric opportunity with limited downside and long-term upside.", "tweet_type": "analysis", "timeline": "years", "summary": "Long MU: HBM3E tech edge, sold out through 2025, multi-year AI demand inflection offers asymmetric upside with limited downside.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "self_thread", "lang": "en", "tweet_text": "$MU BULL CASE THEORY\n\n\"MULTI-YEAR DEMAND INFLECTION DRIVEN BY HBM\"\n\n\"Micron’s potential rerating offers investors a compelling, asymmetric opportunity with limited downside and long-term upside.\"\n\n\"HBM, which is essential for AI workloads, is produced by only three firms globally: Samsung, SK Hynix, and Micron. While SK Hynix leads narrowly on speed, Micron has leapfrogged rivals with its HBM3E, offering 50% more capacity per stack and 20% better energy efficiency. This technological edge helped Micron secure key supply roles for NVIDIA’s GB200 chips and similar systems from hyperscalers like Google and AMD. The company is already sold out of its HBM capacity through 2025 and is ramping CapEx to address what it calls a multi-year demand inflection.\"\n\n---\n\nhttps://t.co/Lrp3NCmGVe", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.004154925728637182, "ret_signed_m1d": -0.004154925728637182, "alpha_spy_m1d": -0.01277374642718987, "alpha_c_m1d": -0.010997721068987665, "bench_spy_m1d": 0.008618820698552687, "bench_c_m1d": 0.006842795340350483, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.012298402215621396, "ret_signed_p1d": 0.012298402215621396, "alpha_spy_p1d": 0.012449011723183245, "alpha_c_p1d": 0.008475667746928428, "bench_spy_p1d": -0.00015060950756184965, "bench_c_p1d": 0.0038227344686929676, "ret_p1w": 0.06290511796862397, "ret_signed_p1w": 0.06290511796862397, "alpha_spy_p1w": 0.044422617519333185, "alpha_c_p1w": 0.024868523823050603, "bench_spy_p1w": 0.018482500449290784, "bench_c_p1w": 0.038036594145573366, "ret_p1m": -0.031580613058083795, "ret_signed_p1m": -0.031580613058083795, "alpha_spy_p1m": -0.07933615331790067, "alpha_c_p1m": -0.13743323755148307, "bench_spy_p1m": 0.047755540259816875, "bench_c_p1m": 0.10585262449339927, "ret_p3m": 0.3077778074346351, "ret_signed_p3m": 0.3077778074346351, "alpha_spy_p3m": 0.20431270114047329, "alpha_c_p3m": 0.14443051225390668, "bench_spy_p3m": 0.10346510629416183, "bench_c_p3m": 0.16334729518072844, "ret_p6m": 1.1948104736157767, "ret_signed_p6m": 1.1948104736157767, "alpha_spy_p6m": 1.0375221491154736, "alpha_c_p6m": 0.7647098977597866, "bench_spy_p6m": 0.15728832450030317, "bench_c_p6m": 0.43010057585599015, "ret_p1y": 7.296360468086892, "ret_signed_p1y": 7.296360468086892, "alpha_spy_p1y": 7.014803140918811, "alpha_c_p1y": 5.88998925957572, "bench_spy_p1y": 0.28155732716808024, "bench_c_p1y": 1.406371208511172, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": 7.296360468086892, "alpha_spy_stated": 7.014803140918811, "alpha_c_stated": 5.88998925957572, "price_path": [-0.1452, -0.2139, -0.1955, -0.2184, -0.2354, -0.2435, -0.266, -0.278, -0.2628, -0.2638, -0.3823, -0.4622, -0.4319, -0.4554, -0.3529, -0.4179, -0.4221, -0.4098, -0.4097, -0.4239, -0.4283, -0.4283, -0.4454, -0.4166, -0.394, -0.3567, -0.337, -0.3472, -0.3611, -0.3606, -0.3537, -0.3292, -0.3317, -0.331, -0.3134, -0.2924, -0.2865, -0.2331, -0.1945, -0.2079, -0.2068, -0.1856, -0.1802, -0.1848, -0.2036, -0.212, -0.2241, -0.2241, -0.1991, -0.2008, -0.1956, -0.2151, -0.1841, -0.1503, -0.142, -0.1168, -0.0979, -0.078, -0.0515, -0.0358, -0.0346, -0.0394, -0.0042, 0.0, 0.0123, 0.0123, 0.0271, 0.0145, 0.0629, 0.0574, 0.047, 0.0367, 0.0242, 0.0046, 0.0116, 0.0162, 0.0162, -0.0026, 0.0349, 0.0167, 0.024, 0.0358, -0.0134, -0.001, -0.0316, -0.0579, -0.0485, -0.0582, -0.0916, -0.0865, -0.0707, -0.0746, -0.0747, -0.0688, -0.0456, -0.0922, -0.1276, -0.1036, -0.0929, -0.0952, -0.0695, -0.0111, 0.0291, 0.0626, 0.0336, 0.0421, 0.0053, 0.0276, 0.0152, -0.0251, -0.0369, -0.0212, -0.0317, -0.031, -0.0206, 0.0147, -0.0101, -0.0101, -0.0145, -0.0125, 0.0331, 0.0927, 0.0934, 0.1249, 0.1645, 0.2524, 0.3078, 0.3123, 0.321, 0.3307, 0.4048, 0.3535, 0.3692, 0.3841, 0.345, 0.3045, 0.3081, 0.3633, 0.3917, 0.5151, 0.5284, 0.5633, 0.5893, 0.5455, 0.6358, 0.6007, 0.5114, 0.6044, 0.5569, 0.5975, 0.6856, 0.6844, 0.7209, 0.6836, 0.6518, 0.7204, 0.8229, 0.8319, 0.8469, 0.8862, 0.8644, 0.8624, 0.9534, 0.8146, 0.9767, 0.9836, 0.9802, 1.1082, 1.0067, 1.0383, 0.9721, 1.0543, 1.0137, 0.9018, 0.8803, 0.676, 0.7259, 0.8637, 0.8687, 0.9164, 0.9164, 0.9682, 1.0013, 0.9932, 0.9489, 0.8864, 0.9743, 1.0551, 1.1008, 1.1948]}
{"unit_id": "orig:1962338441523499425", "ticker_idx": 0, "ts": "2025-09-01T02:15:17+00:00", "symbol": "RDDT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$RDDT is the heart of AI", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish RDDT as central to AI.", "resolved_tickers": ["RDDT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "original", "lang": "en", "tweet_text": "$RDDT is the heart of AI https://t.co/KSwACT3pEU", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.02281198004250773, "ret_signed_m1d": 0.02281198004250773, "alpha_spy_m1d": 0.015346405567626453, "alpha_c_m1d": 0.02110344252366847, "bench_spy_m1d": 0.007465574474881276, "bench_c_m1d": 0.0017085375188392593, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.013996191335204466, "ret_signed_p1d": 0.013996191335204466, "alpha_spy_p1d": 0.008576645172196695, "alpha_c_p1d": -0.0027303583221500727, "bench_spy_p1d": 0.005419546163007771, "bench_c_p1d": 0.01672654965735454, "ret_p1w": 0.09152049265240003, "ret_signed_p1w": 0.09152049265240003, "alpha_spy_p1w": 0.07580834844113826, "alpha_c_p1w": 0.05312122828294852, "bench_spy_p1w": 0.01571214421126177, "bench_c_p1w": 0.03839926436945151, "ret_p1m": -0.07934195968728563, "ret_signed_p1m": -0.07934195968728563, "alpha_spy_p1m": -0.12624909604474033, "alpha_c_p1m": -0.1325526249407888, "bench_spy_p1m": 0.04690713635745469, "bench_c_p1m": 0.05321066525350315, "ret_p3m": -0.016313716157952518, "ret_signed_p3m": -0.016313716157952518, "alpha_spy_p3m": -0.08661948211594694, "alpha_c_p3m": -0.057612485341223874, "bench_spy_p3m": 0.07030576595799443, "bench_c_p3m": 0.041298769183271355, "ret_p6m": -0.3198673096908774, "ret_signed_p6m": -0.3198673096908774, "alpha_spy_p6m": -0.4086667504354281, "alpha_c_p6m": -0.37458643162500327, "bench_spy_p6m": 0.0887994407445507, "bench_c_p6m": 0.05471912193412587, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.07934195968728563, "alpha_spy_stated": -0.12624909604474033, "alpha_c_stated": -0.1325526249407888, "price_path": [-0.49, -0.4488, -0.4659, -0.4679, -0.4773, -0.472, -0.463, -0.4265, -0.3918, -0.3585, -0.3585, -0.3677, -0.3904, -0.3602, -0.3562, -0.3459, -0.3501, -0.3158, -0.3082, -0.2759, -0.2864, -0.2864, -0.3031, -0.3367, -0.3381, -0.3502, -0.3384, -0.3348, -0.342, -0.3442, -0.3524, -0.3264, -0.3352, -0.3375, -0.3361, -0.3269, -0.3199, -0.3111, -0.3418, -0.3214, -0.2702, -0.1428, -0.0832, -0.0953, -0.0329, -0.0374, -0.021, 0.0031, 0.018, 0.0668, 0.1064, 0.1201, 0.0986, 0.0369, -0.0077, -0.0064, -0.0125, -0.0015, -0.0029, -0.0407, 0.0249, 0.0228, 0.0228, 0.0, 0.014, 0.0548, 0.0906, 0.0451, 0.0915, 0.1771, 0.1839, 0.1555, 0.198, 0.2118, 0.2109, 0.2302, 0.2019, 0.1704, 0.079, 0.071, 0.0577, 0.0911, 0.0996, 0.0451, -0.0793, -0.087, -0.0584, -0.0747, -0.0643, -0.0808, -0.038, -0.0977, -0.0744, -0.1077, -0.0877, -0.0958, -0.1141, -0.0799, -0.0652, -0.1046, -0.0874, -0.0266, -0.0037, -0.0322, -0.0422, -0.1165, -0.0505, -0.0685, -0.1467, -0.1081, -0.1655, -0.1158, -0.0721, -0.0538, -0.0783, -0.1392, -0.1216, -0.1477, -0.1562, -0.1467, -0.1735, -0.1662, -0.1139, -0.0072, -0.0568, -0.0568, -0.0163, 0.0152, 0.0123, 0.0035, 0.0122, 0.0638, 0.0768, 0.0729, 0.082, 0.0613, 0.0214, -0.0071, 0.0179, 0.0331, 0.0513, 0.0597, 0.0595, 0.0262, 0.0263, 0.0263, 0.0259, 0.0663, 0.0604, 0.0446, 0.0446, 0.0992, 0.109, 0.1534, 0.161, 0.154, 0.1113, 0.1089, 0.1766, 0.1469, 0.0395, 0.0498, 0.0498, 0.0241, -0.0451, -0.0251, -0.0054, -0.0292, -0.108, -0.1223, -0.1364, -0.1808, -0.195, -0.2483, -0.3061, -0.3136, -0.3646, -0.3559, -0.3185, -0.367, -0.4044, -0.3654, -0.3654, -0.3673, -0.3299, -0.336, -0.3176, -0.3526, -0.3544, -0.3199]}
{"unit_id": "quote:1936757341468405901", "ticker_idx": 0, "ts": "2025-06-22T12:05:08+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "🐐 $PLTR UNREAL Citi Bank Testimonial", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Shares bullish PLTR testimonial from Citi Bank praising Palantir's platform capabilities; implied long endorsement.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "🐐 $PLTR UNREAL Citi Bank Testimonial\n\n\"This process would take like nine days. Now, it takes like seconds, so it's pretty instantaneous and that's just one example\"\n\n\"We went from 100 fragmented systems to 1 Palantir Ontology\"\n\n\"I came here to revolutionize and disrupt wealth management as we know it. If you are one of my competitors, you should fear us because I am about to crush you. Full stop.\"\n\n\"Imagine you're that client and you come online. You upload your passport, you fill out like the seven questions. It comes to a person well behind the scenes, you know, a couple things. One, we have to validate your address to make sure it's a legal address. And in the US, we might have to send it to a database. Volunteers actually shooting and streaming events real time, and then coming back and saying yes, it's also streaming events to our kyc systems. Just make sure this isn't like a terrorist known location or something or other. It's also then invoking potentially a DocuSign to actually send out to the client systematically. So, when the client signals back. It comes back and it's lifting the data off the passport and any in 100 different countries all across the globe. So this sort of process would take like nine days. Now, it takes like seconds, so it's pretty instantaneous. And that's just one example\"", "reply_text": null, "parent_text": null, "quoted_text": "$PLTR valuation makes ZERO sense \n\nBut then why do institutions keep buying it?\nWhat do they know that you don't?\n\nI work in BIG DATA analytics and let me share the secrets of Palantir in the most basic way\n\nPalantir has monopoly on Automated Governance, serving as the ultimate https://t.co/XGLRmO7rq8", "parent_author": null, "ret_m1d": -0.018724951053987304, "ret_signed_m1d": -0.018724951053987304, "alpha_spy_m1d": -0.008944177591503677, "alpha_c_m1d": -0.008944177591503677, "bench_spy_m1d": -0.009780773462483627, "bench_c_m1d": -0.009780773462483627, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.023656357932460237, "ret_signed_p1d": 0.023656357932460237, "alpha_spy_p1d": 0.012608965103594771, "alpha_c_p1d": 0.012608965103594771, "bench_spy_p1d": 0.011047392828865465, "bench_c_p1d": 0.011047392828865465, "ret_p1w": -0.02572892289763884, "ret_signed_p1w": -0.02572892289763884, "alpha_spy_p1w": -0.05522167875619044, "alpha_c_p1w": -0.05522167875619044, "bench_spy_p1w": 0.0294927558585516, "bench_c_p1w": 0.0294927558585516, "ret_p1m": 0.06539457743721044, "ret_signed_p1m": 0.06539457743721044, "alpha_spy_p1m": 0.017556406107352762, "alpha_c_p1m": 0.017556406107352762, "bench_spy_p1m": 0.04783817132985768, "bench_c_p1m": 0.04783817132985768, "ret_p3m": 0.2647941933720015, "ret_signed_p3m": 0.2647941933720015, "alpha_spy_p3m": 0.16130332952484316, "alpha_c_p3m": 0.16130332952484316, "bench_spy_p3m": 0.10349086384715833, "bench_c_p3m": 0.10349086384715833, "ret_p6m": 0.3418382108131728, "ret_signed_p6m": 0.3418382108131728, "alpha_spy_p6m": 0.20753481033400023, "alpha_c_p6m": 0.20753481033400023, "bench_spy_p6m": 0.13430340047917255, "bench_c_p6m": 0.13430340047917255, "ret_p1y": -0.06939673800848589, "ret_signed_p1y": -0.06939673800848589, "alpha_spy_p1y": -0.28839746807809963, "alpha_c_p1y": -0.28839746807809963, "bench_spy_p1y": 0.21900073006961374, "bench_c_p1y": 0.21900073006961374, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.06539457743721044, "alpha_spy_stated": 0.017556406107352762, "alpha_c_stated": 0.017556406107352762, "price_path": [-0.3405, -0.3561, -0.3864, -0.3968, -0.3948, -0.375, -0.4025, -0.4711, -0.4437, -0.4474, -0.3424, -0.3669, -0.3671, -0.3381, -0.2967, -0.3374, -0.3298, -0.3298, -0.3511, -0.3283, -0.2794, -0.2297, -0.194, -0.1806, -0.1704, -0.1535, -0.1695, -0.1118, -0.1154, -0.222, -0.2104, -0.1484, -0.1617, -0.1534, -0.0845, -0.0696, -0.0843, -0.0743, -0.0971, -0.1024, -0.1382, -0.126, -0.1187, -0.1187, -0.1181, -0.1155, -0.1258, -0.0582, -0.0563, -0.0482, -0.0708, -0.143, -0.0872, -0.0562, -0.0508, -0.0252, -0.0338, -0.018, 0.0106, -0.0123, 0.0003, 0.0003, -0.0187, 0.0, 0.0237, 0.0213, 0.0309, -0.0656, -0.0257, -0.066, -0.0557, -0.0397, -0.0397, -0.0057, -0.0015, 0.0229, 0.0184, 0.0156, 0.066, 0.0619, 0.0785, 0.1006, 0.0972, 0.0848, 0.0654, 0.1051, 0.1068, 0.1349, 0.1284, 0.1166, 0.1336, 0.1317, 0.1026, 0.1482, 0.2384, 0.2832, 0.3022, 0.3362, 0.3056, 0.3363, 0.3177, 0.2937, 0.2662, 0.2438, 0.1274, 0.115, 0.1162, 0.1345, 0.1233, 0.1497, 0.1201, 0.1301, 0.12, 0.12, 0.1227, 0.1071, 0.1159, 0.0943, 0.1156, 0.1604, 0.1917, 0.1747, 0.2252, 0.2236, 0.2168, 0.203, 0.2648, 0.3035, 0.2817, 0.3047, 0.2833, 0.2802, 0.2691, 0.2783, 0.3037, 0.3218, 0.3368, 0.2369, 0.2831, 0.302, 0.3119, 0.3255, 0.2539, 0.2665, 0.2846, 0.2837, 0.273, 0.2732, 0.2978, 0.2972, 0.2542, 0.2899, 0.3195, 0.3521, 0.3551, 0.4209, 0.3904, 0.4327, 0.4807, 0.3632, 0.3429, 0.2511, 0.2717, 0.3837, 0.3648, 0.3163, 0.2303, 0.2436, 0.2239, 0.1959, 0.1822, 0.1131, 0.1067, 0.1596, 0.1689, 0.1847, 0.1847, 0.2039, 0.197, 0.2199, 0.2584, 0.2716, 0.299, 0.2971, 0.2996, 0.343, 0.3403, 0.312, 0.3097, 0.3418]}
{"unit_id": "quote:1938318864590508257", "ticker_idx": 0, "ts": "2025-06-26T19:30:04+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "💪 $PLTR PALANTIR THE JUGGERNAUT", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Endorses bullish PLTR thesis; calls it a juggernaut with institutional buying and data monopoly.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "💪 $PLTR PALANTIR THE JUGGERNAUT https://t.co/iYuDtIztu2", "reply_text": null, "parent_text": null, "quoted_text": "$PLTR valuation makes ZERO sense \n\nBut then why do institutions keep buying it?\nWhat do they know that you don't?\n\nI work in BIG DATA analytics and let me share the secrets of Palantir in the most basic way\n\nPalantir has monopoly on Automated Governance, serving as the ultimate https://t.co/XGLRmO7rq8", "parent_author": null, "ret_m1d": -0.009358794478444565, "ret_signed_m1d": -0.009358794478444565, "alpha_spy_m1d": -0.0015958224129403176, "alpha_c_m1d": -0.0015958224129403176, "bench_spy_m1d": -0.007762972065504248, "bench_c_m1d": -0.007762972065504248, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.09365680767303941, "ret_signed_p1d": -0.09365680767303941, "alpha_spy_p1d": -0.09862523082349905, "alpha_c_p1d": -0.09862523082349905, "bench_spy_p1d": 0.004968423150459644, "bench_c_p1d": 0.004968423150459644, "ret_p1w": -0.06856152089877598, "ret_signed_p1w": -0.06856152089877598, "alpha_spy_p1w": -0.0905760066026331, "alpha_c_p1w": -0.0905760066026331, "bench_spy_p1w": 0.022014485703857112, "bench_c_p1w": 0.022014485703857112, "ret_p1m": 0.10086657228254992, "ret_signed_p1m": 0.10086657228254992, "alpha_spy_p1m": 0.059632351504108394, "alpha_c_p1m": 0.059632351504108394, "bench_spy_p1m": 0.04123422077844152, "bench_c_p1m": 0.04123422077844152, "ret_p3m": 0.2655112863206781, "ret_signed_p3m": 0.2655112863206781, "alpha_spy_p3m": 0.17859948374888224, "alpha_c_p3m": 0.17859948374888224, "bench_spy_p3m": 0.08691180257179587, "bench_c_p3m": 0.08691180257179587, "ret_p6m": 0.3405892886156845, "ret_signed_p6m": 0.3405892886156845, "alpha_spy_p6m": 0.2218981154185029, "alpha_c_p6m": 0.2218981154185029, "bench_spy_p6m": 0.11869117319718159, "bench_c_p6m": 0.11869117319718159, "ret_p1y": -0.06613513543246319, "ret_signed_p1y": -0.06613513543246319, "alpha_spy_p1y": -0.31024354190317316, "alpha_c_p1y": -0.31024354190317316, "bench_spy_p1y": 0.24410840647070997, "bench_c_p1y": 0.24410840647070997, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.10086657228254992, "alpha_spy_stated": 0.059632351504108394, "alpha_c_stated": 0.059632351504108394, "price_path": [-0.4149, -0.413, -0.3938, -0.4205, -0.4869, -0.4604, -0.464, -0.3621, -0.3859, -0.3861, -0.3579, -0.3179, -0.3573, -0.3499, -0.3499, -0.3705, -0.3484, -0.3011, -0.2528, -0.2182, -0.2052, -0.1953, -0.1789, -0.1945, -0.1384, -0.142, -0.2453, -0.2341, -0.174, -0.1868, -0.1788, -0.112, -0.0975, -0.1118, -0.1021, -0.1242, -0.1294, -0.1641, -0.1522, -0.1452, -0.1452, -0.1446, -0.142, -0.152, -0.0864, -0.0846, -0.0768, -0.0987, -0.1687, -0.1146, -0.0845, -0.0793, -0.0545, -0.0628, -0.0475, -0.0197, -0.0419, -0.0297, -0.0297, -0.0482, -0.03, -0.0071, -0.0094, 0.0, -0.0937, -0.055, -0.0941, -0.0841, -0.0686, -0.0686, -0.0356, -0.0315, -0.0078, -0.0121, -0.0149, 0.034, 0.03, 0.0462, 0.0675, 0.0643, 0.0523, 0.0334, 0.072, 0.0736, 0.1009, 0.0945, 0.0831, 0.0995, 0.0977, 0.0695, 0.1138, 0.2012, 0.2446, 0.2631, 0.2961, 0.2664, 0.2962, 0.2781, 0.2549, 0.2282, 0.2064, 0.0936, 0.0815, 0.0827, 0.1005, 0.0896, 0.1152, 0.0864, 0.0962, 0.0864, 0.0864, 0.089, 0.0738, 0.0824, 0.0614, 0.0821, 0.1255, 0.1559, 0.1394, 0.1884, 0.1869, 0.1803, 0.1669, 0.2268, 0.2644, 0.2432, 0.2655, 0.2448, 0.2417, 0.231, 0.2399, 0.2646, 0.2821, 0.2967, 0.1998, 0.2446, 0.2629, 0.2725, 0.2858, 0.2162, 0.2285, 0.246, 0.2452, 0.2348, 0.235, 0.2589, 0.2583, 0.2166, 0.2512, 0.2799, 0.3115, 0.3144, 0.3782, 0.3487, 0.3897, 0.4363, 0.3223, 0.3026, 0.2135, 0.2335, 0.3422, 0.3238, 0.2767, 0.1933, 0.2063, 0.1872, 0.16, 0.1468, 0.0797, 0.0735, 0.1248, 0.1338, 0.1492, 0.1492, 0.1678, 0.1611, 0.1833, 0.2207, 0.2334, 0.26, 0.2582, 0.2606, 0.3027, 0.3001, 0.2726, 0.2704, 0.3016, 0.229, 0.2873, 0.3406]}
{"unit_id": "quote:1949340490366599392", "ticker_idx": 0, "ts": "2025-07-27T05:26:04+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "We're going to $167 and beyond!", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish PLTR; expects price to break above Fib=1 and reach $167+ from current $159.30.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "🟦 $PLTR UNREAL MOMENTUM\n\nNO (W) PINK Candle sell alert since the Tariff dip. A (D) BLUE buy signal fired in the $80s and since then it’s been teasing a Fib=1 breakout, closing at $159.30 on Friday. We're going to $167 and beyond!\n\n230+ Blue Candle Alerts\nhttps://t.co/XLFioz4kni https://t.co/pt7q59eYTK", "reply_text": null, "parent_text": null, "quoted_text": "🟦 $PLTR made a bullish attempt to rise above the Fib=1 but the price closed right beneath it at $159.3 (AH). Extending beyond Fib=1 is a rare event and not sustainable unless a paradigm shift occurs.\n\n230+ Daily BLUE Candle Alerts. Free Trial: https://t.co/ZQDP5HCFyq https://t.co/BEwC0mP5pb", "parent_author": null, "ret_m1d": 0.005827198761668262, "ret_signed_m1d": 0.005827198761668262, "alpha_spy_m1d": 0.005576066705446081, "alpha_c_m1d": 0.005576066705446081, "bench_spy_m1d": 0.0002511320562221808, "bench_c_m1d": 0.0002511320562221808, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.010387631992193946, "ret_signed_p1d": -0.010387631992193946, "alpha_spy_p1d": -0.007749970302922016, "alpha_c_p1d": -0.007749970302922016, "bench_spy_p1d": -0.0026376616892719307, "bench_c_p1d": -0.0026376616892719307, "ret_p1w": 0.01760830183252371, "ret_signed_p1w": 0.01760830183252371, "alpha_spy_p1w": 0.02666736756895538, "alpha_c_p1w": 0.02666736756895538, "bench_spy_p1w": -0.00905906573643167, "bench_c_p1w": -0.00905906573643167, "ret_p1m": 0.018938371813418398, "ret_signed_p1m": 0.018938371813418398, "alpha_spy_p1m": 0.006033071367145482, "alpha_c_p1m": 0.006033071367145482, "bench_spy_p1m": 0.012905300446272916, "bench_c_p1m": 0.012905300446272916, "ret_p3m": 0.14314663127545235, "ret_signed_p3m": 0.14314663127545235, "alpha_spy_p3m": 0.08555503613830684, "alpha_c_p3m": 0.08555503613830684, "bench_spy_p3m": 0.05759159513714551, "bench_c_p3m": 0.05759159513714551, "ret_p6m": 0.06745625517550113, "ret_signed_p6m": 0.06745625517550113, "alpha_spy_p6m": -0.0024502087911664194, "alpha_c_p6m": -0.0024502087911664194, "bench_spy_p6m": 0.06990646396666755, "bench_c_p6m": 0.06990646396666755, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.018938371813418398, "alpha_spy_stated": 0.006033071367145482, "alpha_c_stated": 0.006033071367145482, "price_path": [-0.2498, -0.264, -0.2128, -0.2161, -0.3105, -0.3002, -0.2453, -0.257, -0.2497, -0.1886, -0.1754, -0.1885, -0.1796, -0.1998, -0.2045, -0.2363, -0.2254, -0.219, -0.219, -0.2185, -0.2161, -0.2252, -0.1653, -0.1637, -0.1565, -0.1765, -0.2405, -0.191, -0.1635, -0.1588, -0.1361, -0.1437, -0.1297, -0.1043, -0.1247, -0.1135, -0.1135, -0.1304, -0.1138, -0.0928, -0.0949, -0.0863, -0.1719, -0.1366, -0.1723, -0.1632, -0.149, -0.149, -0.1188, -0.1151, -0.0934, -0.0974, -0.0999, -0.0553, -0.0589, -0.0441, -0.0246, -0.0276, -0.0386, -0.0558, -0.0206, -0.0191, 0.0058, 0.0, -0.0104, 0.0046, 0.003, -0.0229, 0.0176, 0.0975, 0.1372, 0.154, 0.1842, 0.1571, 0.1843, 0.1678, 0.1466, 0.1222, 0.1023, -0.0008, -0.0118, -0.0108, 0.0054, -0.0045, 0.0189, -0.0073, 0.0015, -0.0074, -0.0074, -0.005, -0.0189, -0.011, -0.0302, -0.0113, 0.0284, 0.0561, 0.041, 0.0858, 0.0844, 0.0784, 0.0662, 0.1209, 0.1552, 0.1359, 0.1563, 0.1373, 0.1345, 0.1247, 0.1329, 0.1554, 0.1715, 0.1848, 0.0962, 0.1371, 0.1539, 0.1627, 0.1748, 0.1112, 0.1224, 0.1385, 0.1377, 0.1282, 0.1284, 0.1502, 0.1497, 0.1115, 0.1431, 0.1694, 0.1983, 0.2009, 0.2592, 0.2323, 0.2698, 0.3123, 0.2081, 0.1901, 0.1088, 0.127, 0.2263, 0.2095, 0.1665, 0.0903, 0.1022, 0.0847, 0.0599, 0.0478, -0.0135, -0.0192, 0.0277, 0.0359, 0.05, 0.05, 0.0669, 0.0609, 0.0811, 0.1153, 0.1269, 0.1513, 0.1495, 0.1518, 0.1902, 0.1879, 0.1627, 0.1607, 0.1892, 0.1229, 0.1761, 0.2249, 0.2287, 0.2296, 0.2299, 0.2299, 0.1953, 0.1666, 0.1454, 0.1259, 0.1259, 0.0632, 0.1024, 0.1383, 0.1507, 0.1202, 0.1242, 0.1364, 0.1335, 0.13, 0.1215, 0.0828, 0.0828, 0.0675]}
{"unit_id": "quote:1948237000315977925", "ticker_idx": 0, "ts": "2025-07-24T04:21:12+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$HIMS PRICE TARGET $67 BY EARNINGS", "tweet_type": "prediction", "timeline": "weeks", "summary": "Long HIMS with $67 price target by earnings.", "resolved_tickers": ["HIMS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - Specialty & Generic", "unit_kind": "quote", "lang": "en", "tweet_text": "🟦 $HIMS PRICE TARGET $67 BY EARNINGS\n\nBLUE-PINK Candle Strategy = Consistent Gains 🤑\n\nOur system just works. Try for free:\nhttps://t.co/ZQDP5HCFyq https://t.co/cMwWGYxfDW", "reply_text": null, "parent_text": null, "quoted_text": "🟦 $HIMS Yesterday's 4-hr BLUE candle is lifting the stock. Is the next stop $56 for a Fib=0.618 challenge?\n\n230+ Smart Candle Alerts:\nhttps://t.co/ZQDP5HCFyq https://t.co/tZHtw2TC7D", "parent_author": null, "ret_m1d": 0.012212155733885233, "ret_signed_m1d": 0.012212155733885233, "alpha_spy_m1d": 0.012543075872797793, "alpha_c_m1d": 0.012543075872797793, "bench_spy_m1d": -0.00033092013891256045, "bench_c_m1d": -0.00033092013891256045, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0057571848013195925, "ret_signed_p1d": 0.0057571848013195925, "alpha_spy_p1d": 0.0015327489656840054, "alpha_c_p1d": 0.0015327489656840054, "bench_spy_p1d": 0.004224435835635587, "bench_c_p1d": 0.004224435835635587, "ret_p1w": 0.15457084189676973, "ret_signed_p1w": 0.15457084189676973, "alpha_spy_p1w": 0.15825911318046948, "alpha_c_p1w": 0.15825911318046948, "bench_spy_p1w": -0.003688271283699751, "bench_c_p1w": -0.003688271283699751, "ret_p1m": -0.2224354512889377, "ret_signed_p1m": -0.2224354512889377, "alpha_spy_p1m": -0.2396008878185134, "alpha_c_p1m": -0.2396008878185134, "bench_spy_p1m": 0.017165436529575695, "bench_c_p1m": 0.017165436529575695, "ret_p3m": -0.13886948930307508, "ret_signed_p3m": -0.13886948930307508, "alpha_spy_p3m": -0.19991919677628678, "alpha_c_p3m": -0.19991919677628678, "bench_spy_p3m": 0.0610497074732117, "bench_c_p3m": 0.0610497074732117, "ret_p6m": -0.4525471157041877, "ret_signed_p6m": -0.4525471157041877, "alpha_spy_p6m": -0.5490243433988377, "alpha_c_p6m": -0.5490243433988377, "bench_spy_p6m": 0.09647722769464995, "bench_c_p6m": 0.09647722769464995, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.2224354512889377, "alpha_spy_stated": -0.2396008878185134, "alpha_c_stated": -0.2396008878185134, "price_path": [-0.5031, -0.3887, -0.4225, -0.3692, -0.2879, -0.2694, -0.137, -0.0867, -0.1033, -0.0935, -0.0368, 0.1165, 0.0663, 0.022, 0.1279, 0.0876, 0.0679, 0.0119, -0.0663, -0.0434, -0.0434, -0.0691, -0.0694, -0.0858, -0.0133, -0.0096, -0.0452, -0.0647, -0.0794, -0.0173, -0.008, -0.0361, 0.0042, -0.003, -0.0321, 0.0429, 0.0335, 0.0654, 0.0654, 0.1204, -0.2676, -0.2507, -0.2776, -0.1926, -0.138, -0.1303, -0.1633, -0.172, -0.1629, -0.1629, -0.1553, -0.1458, -0.1061, -0.123, -0.1645, -0.0923, -0.1197, -0.0954, -0.1279, -0.1211, -0.1696, -0.1275, 0.0122, 0.0, 0.0058, 0.0237, 0.0515, 0.1432, 0.1546, 0.0912, 0.1052, -0.0314, -0.108, -0.1094, -0.0939, -0.1281, -0.1633, -0.1568, -0.1778, -0.1971, -0.2132, -0.2641, -0.2432, -0.2331, -0.2224, -0.25, -0.2088, -0.2322, -0.2303, -0.2612, -0.2612, -0.2755, -0.2244, -0.1607, -0.1554, -0.134, -0.1663, -0.1664, -0.097, -0.0318, -0.0586, -0.1122, -0.1216, -0.0195, 0.0087, 0.0066, -0.023, -0.071, -0.0427, 0.0188, 0.0314, -0.0105, -0.0176, 0.0096, -0.0834, -0.0447, 0.0113, 0.0148, 0.0162, -0.0588, -0.0452, -0.0576, 0.0949, 0.0319, -0.1315, -0.104, -0.1389, -0.172, -0.154, -0.149, -0.1586, -0.1779, -0.1865, -0.2313, -0.2069, -0.2256, -0.2535, -0.2371, -0.2756, -0.2842, -0.2838, -0.3065, -0.3193, -0.3711, -0.3548, -0.3793, -0.3674, -0.3749, -0.4135, -0.3945, -0.3409, -0.3529, -0.3301, -0.3301, -0.3064, -0.3456, -0.3665, -0.3533, -0.3018, -0.3161, -0.3175, -0.3053, -0.3391, -0.3411, -0.3508, -0.3676, -0.3569, -0.3899, -0.3934, -0.3796, -0.3885, -0.3929, -0.3952, -0.3952, -0.4014, -0.4051, -0.4236, -0.4335, -0.4335, -0.4171, -0.3945, -0.3814, -0.3814, -0.4091, -0.4471, -0.4358, -0.4382, -0.4536, -0.4552, -0.4525]}
{"unit_id": "quote:1964428438389084619", "ticker_idx": 0, "ts": "2025-09-06T20:40:11+00:00", "symbol": "OSCR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I think it's going to climb further.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Expects OSCR to climb further as price exits Bollinger Band with room for band expansion.", "resolved_tickers": ["OSCR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Healthcare Plans'", "bench_c_industry": "Healthcare Plans", "unit_kind": "quote", "lang": "en", "tweet_text": "🟦 $OSCR is soaring and has left the Bollinger Band. There is still whole lot of room for band expansion. I think it's going to climb further.\n\n35% gains since the (D) BLUE candle signal 💰💵\n\n230+ Daily BLUE Candle Alerts. Free Trial:\nhttps://t.co/ZQDP5HCFyq https://t.co/3sMNFWWP5J", "reply_text": null, "parent_text": null, "quoted_text": "🟦 $OSCR (D) BLUE candle is steadily pushing the stock price higher, rising above the 50 SMA level. The key. The real test will be at $23, a 20-month old resistance. Will it climb all they way to it?\n\n230+ Daily Smart Candle Alerts. Free Trial:\nhttps://t.co/ZQDP5HC7IS https://t.co/nch2xUvrQl", "parent_author": null, "ret_m1d": -0.04191323238117328, "ret_signed_m1d": -0.04191323238117328, "alpha_spy_m1d": -0.039462674397728104, "alpha_c_m1d": -0.04227577088047574, "bench_spy_m1d": -0.0024505579834451785, "bench_c_m1d": 0.0003625384993024561, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.011341293974236333, "ret_signed_p1d": -0.011341293974236333, "alpha_spy_p1d": -0.01365327392617055, "alpha_c_p1d": -0.01670931897959438, "bench_spy_p1d": 0.0023119799519342177, "bench_c_p1d": 0.005368025005358046, "ret_p1w": -0.07643003411877913, "ret_signed_p1w": -0.07643003411877913, "alpha_spy_p1w": -0.0950481876316609, "alpha_c_p1w": -0.06975578932003534, "bench_spy_p1w": 0.018618153512881763, "bench_c_p1w": -0.006674244798743789, "ret_p1m": 0.10798809430766498, "ret_signed_p1m": 0.10798809430766498, "alpha_spy_p1m": 0.0738570955528699, "alpha_c_p1m": 0.056921297462009024, "bench_spy_p1m": 0.03413099875479508, "bench_c_p1m": 0.05106679684565596, "ret_p3m": -0.15285997418683983, "ret_signed_p3m": -0.15285997418683983, "alpha_spy_p3m": -0.21059089730865577, "alpha_c_p3m": -0.27439641662661696, "bench_spy_p3m": 0.057730923121815936, "bench_c_p3m": 0.12153644243977713, "ret_p6m": -0.32593690268976594, "ret_signed_p6m": -0.32593690268976594, "alpha_spy_p6m": -0.3805000290253747, "alpha_c_p6m": -0.47303382976208896, "bench_spy_p6m": 0.05456312633560878, "bench_c_p6m": 0.14709692707232302, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.10798809430766498, "alpha_spy_stated": 0.0738570955528699, "alpha_c_stated": 0.056921297462009024, "price_path": [-0.3023, -0.2929, -0.3121, -0.2628, -0.2056, -0.0745, -0.0745, 0.0464, 0.0069, -0.0128, -0.0537, 0.0099, 0.0064, 0.0572, 0.0084, -0.1805, -0.1879, -0.1879, -0.1711, -0.1839, -0.2071, -0.2342, -0.2909, -0.2564, -0.2643, -0.2431, -0.3161, -0.3383, -0.3284, -0.2751, -0.2175, -0.2998, -0.2875, -0.2766, -0.3176, -0.3097, -0.3072, -0.3304, -0.3176, -0.3185, -0.2929, -0.2525, -0.2377, -0.2303, -0.2613, -0.2638, -0.2761, -0.2288, -0.179, -0.18, -0.247, -0.2396, -0.1716, -0.176, -0.1578, -0.1607, -0.1499, -0.1785, -0.1785, -0.1898, -0.1282, -0.0937, -0.0419, 0.0, -0.0113, -0.0394, -0.0419, -0.0468, -0.0764, -0.1159, -0.1238, -0.0577, -0.0646, -0.0878, -0.1243, -0.0907, -0.108, -0.0917, -0.0567, -0.0666, -0.068, -0.0493, 0.068, 0.1001, 0.108, 0.075, 0.0128, -0.0745, 0.0059, 0.0202, 0.0192, 0.037, -0.0439, -0.0049, 0.0735, 0.0044, -0.0325, -0.0488, -0.0301, -0.0365, -0.0676, -0.108, -0.1124, -0.1292, -0.1538, -0.1603, -0.1834, -0.1262, -0.2796, -0.2678, -0.2554, -0.3121, -0.3156, -0.2973, -0.2747, -0.3057, -0.3575, -0.3353, -0.1869, -0.175, -0.1045, -0.1045, -0.1139, -0.179, -0.1691, -0.1568, -0.1529, -0.1731, -0.175, -0.1637, -0.2313, -0.2175, -0.18, -0.2041, -0.2253, -0.2411, -0.2702, -0.2653, -0.2589, -0.2682, -0.2638, -0.2638, -0.2648, -0.2835, -0.2845, -0.2914, -0.2914, -0.2618, -0.1829, -0.1854, -0.1874, -0.1667, -0.1257, -0.1292, -0.143, -0.177, -0.141, -0.1839, -0.1839, -0.215, -0.2406, -0.2263, -0.2268, -0.2258, -0.2663, -0.2668, -0.2638, -0.2924, -0.3097, -0.3141, -0.3481, -0.3831, -0.3964, -0.3757, -0.3649, -0.3294, -0.324, -0.3383, -0.3383, -0.3397, -0.3245, -0.323, -0.3476, -0.3861, -0.3935, -0.3614, -0.3264, -0.3274, -0.3107, -0.3259]}
{"unit_id": "quote:1951349789083443321", "ticker_idx": 0, "ts": "2025-08-01T18:30:18+00:00", "symbol": "RDDT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "it is showing a magnificent relative strength. I feel like it's just getting started", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish RDDT; relative strength and Bollinger Band breakout suggest the run is just beginning.", "resolved_tickers": ["RDDT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "quote", "lang": "en", "tweet_text": "🟩 $RDDT Despite a massive run-up, my portfolio is down due to market sell-off\n\nIt has completely left the Bollinger Band and it is showing a magnificent relative strength. I feel like it's just getting started\n\n230+ Daily BLUE Candle Alerts. Free Trial:\nhttps://t.co/XLFioz4ScQ https://t.co/e0UJWMxWFq", "reply_text": null, "parent_text": null, "quoted_text": "🟦 $RDDT CUP and HANDLE!\n\n(W) BLUE Candles are rare, only once per year\n\n2024 BLUE Candle: +258% Gains\n2025 BLUE Candle: +90% Gains so far\n\n230+ Daily & Weekly BLUE Candle Alerts: https://t.co/XLFioz4ScQ https://t.co/WxkVHvBVAv", "parent_author": null, "ret_m1d": -0.14869594541197317, "ret_signed_m1d": -0.14869594541197317, "alpha_spy_m1d": -0.16535948541294587, "alpha_c_m1d": -0.16085207772005572, "bench_spy_m1d": 0.0166635400009727, "bench_c_m1d": 0.012156132308082546, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.06955044083777406, "ret_signed_p1d": 0.06955044083777406, "alpha_spy_p1d": 0.05435067667770066, "alpha_c_p1d": 0.05032691502652198, "bench_spy_p1d": 0.015199764160073403, "bench_c_p1d": 0.019223525811252085, "ret_p1w": 0.14206956710384966, "ret_signed_p1w": 0.14206956710384966, "alpha_spy_p1w": 0.1172029466919835, "alpha_c_p1w": 0.1278404336483221, "bench_spy_p1w": 0.024866620411866158, "bench_c_p1w": 0.014229133455527565, "ret_p1m": 0.1931721933805619, "ret_signed_p1m": 0.1931721933805619, "alpha_spy_p1m": 0.1556472420920283, "alpha_c_p1m": 0.14351152756543994, "bench_spy_p1m": 0.037524951288533615, "bench_c_p1m": 0.04966066581512196, "ret_p3m": 0.11731342745130902, "ret_signed_p3m": 0.11731342745130902, "alpha_spy_p3m": 0.008621793118335885, "alpha_c_p3m": 0.01765678737587839, "bench_spy_p3m": 0.10869163433297313, "bench_c_p3m": 0.09965664007543062, "ret_p6m": 0.13247458425583192, "ret_signed_p6m": 0.13247458425583192, "alpha_spy_p6m": 0.011868467703660679, "alpha_c_p6m": 0.01521752672648291, "bench_spy_p6m": 0.12060611655217124, "bench_c_p6m": 0.11725705752934901, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.1931721933805619, "alpha_spy_stated": 0.1556472420920283, "alpha_c_stated": 0.14351152756543994, "price_path": [-0.4169, -0.4406, -0.4284, -0.425, -0.4105, -0.4018, -0.3357, -0.3978, -0.3998, -0.4275, -0.44, -0.4919, -0.4788, -0.4659, -0.4659, -0.4454, -0.4411, -0.422, -0.4044, -0.4057, -0.4123, -0.3734, -0.405, -0.357, -0.377, -0.3793, -0.3902, -0.384, -0.3735, -0.331, -0.2905, -0.2517, -0.2517, -0.2624, -0.2889, -0.2537, -0.2489, -0.2369, -0.2419, -0.2018, -0.193, -0.1553, -0.1676, -0.1676, -0.187, -0.2263, -0.2279, -0.2419, -0.2282, -0.224, -0.2324, -0.235, -0.2445, -0.2142, -0.2245, -0.2271, -0.2255, -0.2147, -0.2066, -0.1964, -0.2321, -0.2084, -0.1487, 0.0, 0.0696, 0.0554, 0.1281, 0.1229, 0.1421, 0.1702, 0.1876, 0.2445, 0.2907, 0.3067, 0.2816, 0.2096, 0.1576, 0.1591, 0.152, 0.1648, 0.1632, 0.1191, 0.1956, 0.1932, 0.1932, 0.1666, 0.1829, 0.2304, 0.2723, 0.2191, 0.2733, 0.3731, 0.3811, 0.348, 0.3976, 0.4136, 0.4126, 0.4351, 0.402, 0.3654, 0.2587, 0.2494, 0.2338, 0.2728, 0.2828, 0.2192, 0.074, 0.0651, 0.0984, 0.0795, 0.0916, 0.0724, 0.1222, 0.0525, 0.0797, 0.0409, 0.0642, 0.0548, 0.0334, 0.0734, 0.0905, 0.0446, 0.0646, 0.1355, 0.1622, 0.129, 0.1173, 0.0306, 0.1077, 0.0866, -0.0046, 0.0404, -0.0265, 0.0315, 0.0824, 0.1037, 0.0752, 0.0041, 0.0248, -0.0058, -0.0156, -0.0046, -0.0358, -0.0274, 0.0337, 0.1582, 0.1003, 0.1003, 0.1475, 0.1843, 0.1809, 0.1707, 0.1808, 0.241, 0.2561, 0.2516, 0.2622, 0.238, 0.1916, 0.1583, 0.1874, 0.2052, 0.2264, 0.2362, 0.236, 0.1971, 0.1973, 0.1973, 0.1968, 0.2439, 0.2371, 0.2186, 0.2186, 0.2823, 0.2937, 0.3455, 0.3544, 0.3462, 0.2964, 0.2936, 0.3726, 0.3379, 0.2126, 0.2246, 0.2246, 0.1947, 0.1139, 0.1373, 0.1603, 0.1325]}
{"unit_id": "quote:1941167077433479545", "ticker_idx": 0, "ts": "2025-07-04T16:07:51+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Rosenblatt Securities Raises Micron's Price Target to Street-High of $200, Reiterates Buy Rating", "tweet_type": "news_reaction", "timeline": "months", "summary": "Shares Rosenblatt Buy reiteration on MU with Street-high $200 PT following record Q3 results and HBM strength.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "🚨 $MU Rosenblatt Securities Raises Micron’s Price Target to Street-High of $200, Reiterates Buy Rating\n\nOn June 26, Rosenblatt Securities raised the price target on MU from $172 to a Street-high of $200, reiterating a Buy rating on the stock.\n\nKevin Cassidy from Rosenblatt Securities raised the price target on Micron Technology, Inc. (NASDAQ:MU) following strong Q3 2025 results. The company’s revenue hit a quarterly record of $9.3 billion, up 37% year-over-year, and surpassed consensus by almost $450 million. The strong revenue was driven by ongoing strength in data center markets and robust quarter-over-quarter growth across consumer-facing segments. The company saw a record-high DRAM revenue, with almost 50% sequential growth in HBM sales. Micron’s adjusted gross margin soared to 39% in Q3, while the adjusted earnings of $1.91 surpassed consensus by $0.31.", "reply_text": null, "parent_text": null, "quoted_text": "$MU \"Micron's Recent Recovery Was Likely Just The Appetizer\" \n\n\"Reiterating \"Buy\" after a 56% gain, I believe I initially underestimated Micron's upside potential and now see a path to new all-time highs.\nMicron's massive Q3 earnings beat and sold-out HBM supply for 2025/2026 https://t.co/xAr9g6rc8W", "parent_author": null, "ret_m1d": 0.018804259597410278, "ret_signed_m1d": 0.018804259597410278, "alpha_spy_m1d": 0.011296338861836341, "alpha_c_m1d": 0.00500673389911932, "bench_spy_m1d": 0.007507920735573936, "bench_c_m1d": 0.013797525698290958, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.037524991430599286, "ret_signed_p1d": 0.037524991430599286, "alpha_spy_p1d": 0.03807262730007266, "alpha_c_p1d": 0.024227862942426848, "bench_spy_p1d": -0.000547635869473373, "bench_c_p1d": 0.013297128488172438, "ret_p1w": -0.01092391519032987, "ret_signed_p1w": -0.01092391519032987, "alpha_spy_p1w": -0.01757786997040156, "alpha_c_p1w": -0.030798099158798276, "bench_spy_p1w": 0.006653954780071691, "bench_c_p1w": 0.019874183968468406, "ret_p1m": -0.090560406947777, "ret_signed_p1m": -0.090560406947777, "alpha_spy_p1m": -0.10230544645849204, "alpha_c_p1m": -0.11679717481730822, "bench_spy_p1m": 0.011745039510715038, "bench_c_p1m": 0.02623676786953122, "ret_p3m": 0.5322715346809062, "ret_signed_p3m": 0.5322715346809062, "alpha_spy_p3m": 0.45107785552036006, "alpha_c_p3m": 0.32323527804158836, "bench_spy_p3m": 0.0811936791605461, "bench_c_p3m": 0.2090362566393178, "ret_p6m": 1.442724674394631, "ret_signed_p6m": 1.442724674394631, "alpha_spy_p6m": 1.3295096084029179, "alpha_c_p6m": 1.1400350257122087, "bench_spy_p6m": 0.11321506599171305, "bench_c_p6m": 0.3026896486824222, "ret_p1y": 7.783323500291168, "ret_signed_p1y": 7.783323500291168, "alpha_spy_p1y": 7.5883304312455, "alpha_c_p1y": 6.552891952834954, "bench_spy_p1y": 0.19499306904566804, "bench_c_p1y": 1.230431547456214, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.090560406947777, "alpha_spy_stated": -0.10230544645849204, "alpha_c_stated": -0.11679717481730822, "price_path": [-0.3513, -0.4164, -0.4206, -0.4083, -0.4082, -0.4224, -0.4268, -0.4268, -0.444, -0.4151, -0.3924, -0.355, -0.3353, -0.3455, -0.3595, -0.3589, -0.3521, -0.3275, -0.33, -0.3293, -0.3117, -0.2906, -0.2847, -0.2311, -0.1925, -0.2059, -0.2048, -0.1836, -0.1781, -0.1827, -0.2016, -0.21, -0.2221, -0.2221, -0.1971, -0.1987, -0.1936, -0.213, -0.1821, -0.1482, -0.1398, -0.1145, -0.0956, -0.0757, -0.0491, -0.0333, -0.0321, -0.0369, -0.0016, 0.0026, 0.0149, 0.0149, 0.0297, 0.0171, 0.0656, 0.0601, 0.0497, 0.0394, 0.0268, 0.0071, 0.0142, 0.0188, 0.0188, 0.0, 0.0375, 0.0193, 0.0266, 0.0384, -0.0109, 0.0016, -0.0291, -0.0555, -0.0461, -0.0558, -0.0892, -0.0841, -0.0683, -0.0722, -0.0723, -0.0664, -0.0432, -0.0899, -0.1254, -0.1013, -0.0906, -0.0929, -0.0671, -0.0086, 0.0317, 0.0653, 0.0363, 0.0448, 0.0079, 0.0303, 0.0178, -0.0226, -0.0344, -0.0187, -0.0292, -0.0285, -0.0181, 0.0173, -0.0076, -0.0076, -0.012, -0.01, 0.0358, 0.0955, 0.0962, 0.1278, 0.1674, 0.2556, 0.3111, 0.3156, 0.3244, 0.3341, 0.4084, 0.357, 0.3727, 0.3877, 0.3485, 0.3078, 0.3115, 0.3667, 0.3953, 0.5189, 0.5323, 0.5673, 0.5934, 0.5494, 0.64, 0.6048, 0.5153, 0.6085, 0.5609, 0.6016, 0.6899, 0.6887, 0.7253, 0.6879, 0.6561, 0.7248, 0.8275, 0.8365, 0.8516, 0.891, 0.8692, 0.8672, 0.9584, 0.8193, 0.9817, 0.9887, 0.9852, 1.1136, 1.0118, 1.0435, 0.9771, 1.0596, 1.0189, 0.9066, 0.8851, 0.6803, 0.7303, 0.8685, 0.8735, 0.9213, 0.9213, 0.9732, 1.0064, 0.9983, 0.9539, 0.8912, 0.9794, 1.0603, 1.1062, 1.2004, 1.1566, 1.0121, 0.9817, 0.9401, 0.8818, 1.0739, 1.2189, 1.3079, 1.3052, 1.3921, 1.3921, 1.3763, 1.4572, 1.4427]}
{"unit_id": "quote:1952615118241697934", "ticker_idx": 0, "ts": "2025-08-05T06:18:16+00:00", "symbol": "RDDT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Fib=0.786 ($203.7) Resistance Met. The revenue beat was 17.4%, phenomenal. So there is a decent chance for ATH challenge ($230).", "tweet_type": "prediction", "timeline": "weeks", "summary": "Bullish RDDT: Fibonacci target $203.7 met, 17.4% revenue beat supports ATH challenge at $230+.", "resolved_tickers": ["RDDT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "quote", "lang": "en", "tweet_text": "🟦 $RDDT Here's the Fibonacci Growth Path\n\nFor now, Fib=0.786 ($203.7) Resistance Met.\n\nThe revenue beat was 17.4%, phenomenal. So there is a decent chance for ATH challenge ($230).\n\n230+ Daily BLUE Candle Alerts. Free Trial:\nhttps://t.co/XLFioz4ScQ https://t.co/O65DTBIGFo", "reply_text": null, "parent_text": null, "quoted_text": "🔥 $RDDT $200!\n\n(W) BLUE Candle -> C&H Pattern\nBollinger Band climb is just getting started.\n\nAll rallies and patterns start with our exclusive (W) BLUE candles. Free Trial:\nhttps://t.co/XLFioz4ScQ https://t.co/V2cHUSigJp", "parent_author": null, "ret_m1d": 0.013411011191209576, "ret_signed_m1d": 0.013411011191209576, "alpha_spy_m1d": 0.008315150940128246, "alpha_c_m1d": 0.005583881527947421, "bench_spy_m1d": 0.00509586025108133, "bench_c_m1d": 0.007827129663262156, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.06891356408193339, "ret_signed_p1d": 0.06891356408193339, "alpha_spy_p1d": 0.06125380461282659, "alpha_c_p1d": 0.06509321878525842, "bench_spy_p1d": 0.007659759469106797, "bench_c_p1d": 0.003820345296674965, "ret_p1w": 0.12521979201938271, "ret_signed_p1w": 0.12521979201938271, "alpha_spy_p1w": 0.10177903140708544, "alpha_c_p1w": 0.09791820170131471, "bench_spy_p1w": 0.023440760612297273, "bench_c_p1w": 0.027301590318068003, "ret_p1m": 0.1207996559050648, "ret_signed_p1m": 0.1207996559050648, "alpha_spy_p1m": 0.0956869067417716, "alpha_c_p1m": 0.06731474976741869, "bench_spy_p1m": 0.025112749163293202, "bench_c_p1m": 0.053484906137646115, "ret_p3m": 0.0495253442750454, "ret_signed_p3m": 0.0495253442750454, "alpha_spy_p3m": -0.03962081242626869, "alpha_c_p3m": -0.0239969389369874, "bench_spy_p3m": 0.0891461567013141, "bench_c_p3m": 0.0735222832120328, "ret_p6m": -0.029885966435721834, "ret_signed_p6m": -0.029885966435721834, "alpha_spy_p6m": -0.143647226242833, "alpha_c_p6m": -0.1250821874381478, "bench_spy_p6m": 0.11376125980711116, "bench_c_p6m": 0.09519622100242597, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.1207996559050648, "alpha_spy_stated": 0.0956869067417716, "alpha_c_stated": 0.06731474976741869, "price_path": [-0.4584, -0.4552, -0.4414, -0.4332, -0.3705, -0.4295, -0.4313, -0.4576, -0.4694, -0.5186, -0.5062, -0.4939, -0.4939, -0.4745, -0.4704, -0.4524, -0.4357, -0.4369, -0.4432, -0.4062, -0.4362, -0.3908, -0.4097, -0.4119, -0.4222, -0.4163, -0.4064, -0.3661, -0.3277, -0.291, -0.291, -0.3011, -0.3262, -0.2928, -0.2884, -0.277, -0.2817, -0.2437, -0.2354, -0.1997, -0.2113, -0.2113, -0.2296, -0.2669, -0.2684, -0.2817, -0.2687, -0.2648, -0.2727, -0.2752, -0.2841, -0.2554, -0.2652, -0.2677, -0.2662, -0.256, -0.2483, -0.2385, -0.2724, -0.2499, -0.1934, -0.0525, 0.0134, 0.0, 0.0689, 0.0639, 0.0821, 0.1088, 0.1252, 0.1792, 0.2229, 0.2381, 0.2143, 0.1461, 0.0968, 0.0982, 0.0915, 0.1037, 0.1022, 0.0603, 0.1329, 0.1305, 0.1305, 0.1053, 0.1208, 0.1659, 0.2055, 0.1552, 0.2065, 0.3011, 0.3087, 0.2773, 0.3242, 0.3394, 0.3384, 0.3597, 0.3284, 0.2937, 0.1927, 0.1838, 0.1691, 0.206, 0.2154, 0.1552, 0.0176, 0.0092, 0.0407, 0.0228, 0.0343, 0.0161, 0.0633, -0.0027, 0.0231, -0.0138, 0.0084, -0.0006, -0.0208, 0.017, 0.0333, -0.0102, 0.0087, 0.0759, 0.1012, 0.0697, 0.0587, -0.0235, 0.0495, 0.0296, -0.0569, -0.0142, -0.0776, -0.0227, 0.0256, 0.0458, 0.0187, -0.0486, -0.029, -0.058, -0.0673, -0.0568, -0.0864, -0.0784, -0.0205, 0.0974, 0.0425, 0.0425, 0.0873, 0.1221, 0.1189, 0.1092, 0.1188, 0.1759, 0.1902, 0.1859, 0.196, 0.173, 0.129, 0.0975, 0.1251, 0.1419, 0.162, 0.1713, 0.1711, 0.1343, 0.1344, 0.1344, 0.134, 0.1786, 0.1721, 0.1546, 0.1546, 0.215, 0.2258, 0.2749, 0.2833, 0.2756, 0.2284, 0.2257, 0.3006, 0.2677, 0.149, 0.1603, 0.1603, 0.132, 0.0555, 0.0776, 0.0994, 0.073, -0.014, -0.0299]}
{"unit_id": "quote:1960224637239075021", "ticker_idx": 0, "ts": "2025-08-26T06:15:47+00:00", "symbol": "SOFI", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Top is nowhere to be seen 💪", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish SOFI; climbing upper Bollinger Band with no top in sight.", "resolved_tickers": ["SOFI"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Credit Services'", "bench_c_industry": "Credit Services", "unit_kind": "quote", "lang": "en", "tweet_text": "🟦 $SOFI Relative Strentgh. Keeps climbing the upper Bollinger Band. Top is nowhere to be seen 💪\n\n2024 (W) BLUE candle = 155% Gains 💸\n2025 (W) BLUE candle = 118% Gains so far\n\n230+ Weekly Smart Candle Alerts. Free Trial:\nhttps://t.co/ZQDP5HCFyq https://t.co/7iIus211ki", "reply_text": null, "parent_text": null, "quoted_text": "🟩 $SOFI IS UP +21% since I shared the trade idea on our group. \n\nThe basis of the idea was Bollinger Band Climb + Blue-Green Smart Signals.\n\n200+ Daily Candle Alerts:\nhttps://t.co/ZQDP5HCFyq https://t.co/oAjzwAUkSt", "parent_author": null, "ret_m1d": 0.020686914985781568, "ret_signed_m1d": 0.020686914985781568, "alpha_spy_m1d": 0.024856426530230236, "alpha_c_m1d": 0.028326149887202168, "bench_spy_m1d": -0.0041695115444486675, "bench_c_m1d": -0.0076392349014206, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.025761191769753666, "ret_signed_p1d": -0.025761191769753666, "alpha_spy_p1d": -0.028039836046235833, "alpha_c_p1d": -0.027810740836477943, "bench_spy_p1d": 0.002278644276482167, "bench_c_p1d": 0.0020495490667242766, "ret_p1w": -0.027712762239024746, "ret_signed_p1w": -0.027712762239024746, "alpha_spy_p1w": -0.020133319126600546, "alpha_c_p1w": -0.026222246717705566, "bench_spy_p1w": -0.0075794431124242, "bench_c_p1w": -0.00149051552131918, "ret_p1m": 0.11007024209405136, "ret_signed_p1m": 0.11007024209405136, "alpha_spy_p1m": 0.08252219610182343, "alpha_c_p1m": 0.10789986382719685, "bench_spy_p1m": 0.027548045992227932, "bench_c_p1m": 0.0021703782668545113, "ret_p3m": -0.01678377404723952, "ret_signed_p3m": -0.01678377404723952, "alpha_spy_p3m": -0.041114437834625206, "alpha_c_p3m": 0.017311714367990283, "bench_spy_p3m": 0.024330663787385687, "bench_c_p3m": -0.0340954884152298, "ret_p6m": -0.23731458721872467, "ret_signed_p6m": -0.23731458721872467, "alpha_spy_p6m": -0.30716744047889233, "alpha_c_p6m": -0.2238533914730385, "bench_spy_p6m": 0.06985285326016766, "bench_c_p6m": -0.01346119574568616, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.11007024209405136, "alpha_spy_stated": 0.08252219610182343, "alpha_c_stated": 0.10789986382719685, "price_path": [-0.4859, -0.4809, -0.4664, -0.4668, -0.4746, -0.4664, -0.4442, -0.4496, -0.4383, -0.4122, -0.4184, -0.45, -0.4184, -0.4368, -0.4005, -0.4005, -0.4067, -0.4005, -0.3813, -0.3724, -0.3454, -0.3294, -0.2892, -0.3115, -0.2927, -0.2752, -0.2752, -0.249, -0.2213, -0.2108, -0.1815, -0.1725, -0.1674, -0.1819, -0.1651, -0.1378, -0.1487, -0.1741, -0.1811, -0.1585, -0.1604, -0.1725, -0.1795, -0.1257, -0.1464, -0.1187, -0.1714, -0.1487, -0.1593, -0.1624, -0.1382, -0.1374, -0.1249, -0.0769, -0.0706, -0.0909, -0.0722, -0.0543, -0.112, -0.121, -0.0894, -0.0234, 0.0207, 0.0, -0.0258, 0.0164, -0.0031, -0.0031, -0.0277, -0.0441, -0.0094, -0.0008, 0.0133, 0.0137, -0.0039, 0.0133, 0.0363, 0.08, 0.0703, 0.0593, 0.0972, 0.1518, 0.1635, 0.1354, 0.1101, 0.0976, 0.0921, 0.0753, 0.0312, 0.0055, 0.0137, -0.0148, 0.0289, 0.0984, 0.0937, 0.1105, 0.0222, 0.0593, 0.0878, 0.0941, 0.0383, 0.0359, 0.1194, 0.1222, 0.0613, 0.096, 0.1323, 0.171, 0.2358, 0.2061, 0.1331, 0.1585, 0.1956, 0.1464, 0.1737, 0.0601, 0.1011, 0.192, 0.208, 0.2572, 0.1081, 0.0859, 0.0554, 0.0242, 0.0429, -0.0277, -0.0168, 0.0695, 0.1058, 0.112, 0.112, 0.16, 0.1331, 0.1518, 0.1347, 0.1553, 0.0843, 0.0777, 0.0472, 0.0574, 0.0566, 0.0648, 0.0078, 0.0375, -0.0137, 0.0262, 0.0632, 0.0675, 0.0613, 0.0726, 0.0726, 0.0566, 0.0468, 0.0367, 0.0219, 0.0219, 0.0718, 0.1429, 0.0531, 0.0539, 0.082, 0.0695, 0.0383, 0.0593, 0.041, 0.032, 0.0199, 0.0199, -0.0051, 0.0008, 0.0183, 0.009, 0.007, -0.0062, -0.0398, -0.0492, -0.1097, -0.1382, -0.1507, -0.1901, -0.2404, -0.1858, -0.1667, -0.1733, -0.1979, -0.2467, -0.2346, -0.2346, -0.2385, -0.2373]}
{"unit_id": "quote:1946799961678758217", "ticker_idx": 0, "ts": "2025-07-20T05:10:55+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "My Price Target? $167 by next earnings", "tweet_type": "prediction", "timeline": "weeks", "summary": "Long PLTR with $167 price target by next earnings, reaffirmed after ATH closing price.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "$PLTR My Price Target from 38 days ago. We're getting there. 👇", "reply_text": null, "parent_text": null, "quoted_text": "🎯 $PLTR ACHIEVED ALL-TIME-HIGH CLOSING PRICE TODAY.\n\nMy Price Target? $167 by next earnings https://t.co/qbpkxwMRsw", "parent_author": null, "ret_m1d": 0.011397398134585623, "ret_signed_m1d": 0.011397398134585623, "alpha_spy_m1d": 0.013289952885243483, "alpha_c_m1d": 0.013289952885243483, "bench_spy_m1d": -0.00189255475065786, "bench_c_m1d": -0.00189255475065786, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.017919402346811664, "ret_signed_p1d": -0.017919402346811664, "alpha_spy_p1d": -0.018062499625578488, "alpha_c_p1d": -0.018062499625578488, "bench_spy_p1d": 0.00014309727876682388, "bench_c_p1d": 0.00014309727876682388, "ret_p1w": 0.04012129828084032, "ret_signed_p1w": 0.04012129828084032, "alpha_spy_p1w": 0.02712771204220532, "alpha_c_p1w": 0.02712771204220532, "bench_spy_p1w": 0.012993586238635002, "bench_c_p1w": 0.012993586238635002, "ret_p1m": 0.039264819668528794, "ret_signed_p1m": 0.039264819668528794, "alpha_spy_p1m": 0.021706842451617803, "alpha_c_p1m": 0.021706842451617803, "bench_spy_p1m": 0.01755797721691099, "bench_c_p1m": 0.01755797721691099, "ret_p3m": 0.17346335724135065, "ret_signed_p3m": 0.17346335724135065, "alpha_spy_p3m": 0.1198642005927204, "alpha_c_p3m": 0.1198642005927204, "bench_spy_p3m": 0.05359915664863024, "bench_c_p3m": 0.05359915664863024, "ret_p6m": 0.17899739527965686, "ret_signed_p6m": 0.17899739527965686, "alpha_spy_p6m": 0.06929262223949828, "alpha_c_p6m": 0.06929262223949828, "bench_spy_p6m": 0.10970477304015858, "bench_c_p6m": 0.10970477304015858, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.039264819668528794, "alpha_spy_stated": 0.021706842451617803, "alpha_c_stated": 0.021706842451617803, "price_path": [-0.3358, -0.2899, -0.257, -0.2447, -0.2353, -0.2197, -0.2345, -0.1812, -0.1846, -0.2828, -0.2722, -0.215, -0.2272, -0.2196, -0.1561, -0.1424, -0.1559, -0.1467, -0.1677, -0.1726, -0.2056, -0.1943, -0.1876, -0.1876, -0.1871, -0.1847, -0.1941, -0.1318, -0.1301, -0.1227, -0.1435, -0.21, -0.1586, -0.13, -0.125, -0.1015, -0.1094, -0.0948, -0.0684, -0.0895, -0.0779, -0.0779, -0.0955, -0.0782, -0.0564, -0.0586, -0.0497, -0.1387, -0.1019, -0.1391, -0.1296, -0.1148, -0.1148, -0.0835, -0.0796, -0.0571, -0.0612, -0.0638, -0.0174, -0.0211, -0.0058, 0.0145, 0.0114, 0.0, -0.0179, 0.0187, 0.0202, 0.0462, 0.0401, 0.0293, 0.0449, 0.0432, 0.0163, 0.0584, 0.1415, 0.1828, 0.2003, 0.2317, 0.2035, 0.2318, 0.2146, 0.1926, 0.1672, 0.1465, 0.0393, 0.0278, 0.0289, 0.0458, 0.0354, 0.0598, 0.0325, 0.0417, 0.0324, 0.0324, 0.0349, 0.0205, 0.0287, 0.0087, 0.0284, 0.0696, 0.0985, 0.0828, 0.1294, 0.1279, 0.1217, 0.109, 0.1659, 0.2016, 0.1814, 0.2026, 0.183, 0.1801, 0.1698, 0.1783, 0.2018, 0.2185, 0.2323, 0.1402, 0.1828, 0.2001, 0.2093, 0.2219, 0.1558, 0.1675, 0.1841, 0.1833, 0.1735, 0.1737, 0.1963, 0.1958, 0.1561, 0.189, 0.2164, 0.2463, 0.2491, 0.3098, 0.2817, 0.3207, 0.3649, 0.2566, 0.2379, 0.1532, 0.1722, 0.2755, 0.2581, 0.2133, 0.1341, 0.1464, 0.1282, 0.1024, 0.0898, 0.0261, 0.0202, 0.0689, 0.0775, 0.0921, 0.0921, 0.1098, 0.1034, 0.1245, 0.16, 0.1721, 0.1974, 0.1957, 0.198, 0.238, 0.2355, 0.2094, 0.2073, 0.2369, 0.168, 0.2233, 0.274, 0.2779, 0.2789, 0.2792, 0.2792, 0.2432, 0.2134, 0.1914, 0.171, 0.171, 0.1059, 0.1466, 0.1839, 0.1969, 0.1652, 0.1693, 0.182, 0.179]}
{"unit_id": "quote:1948739014871449629", "ticker_idx": 0, "ts": "2025-07-25T13:36:01+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Piper Sandler Bank estimates over $1 Trillion TAM by 2032 and describes Palantir as \"ONE OF A KIND GROWTH & AI SECULAR WINNER\" as they set a price target of $170", "tweet_type": "news_reaction", "timeline": "years", "summary": "Shares/endorses Piper Sandler Buy on PLTR with $170 PT and $1T+ TAM by 2032.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "🚨 $PLTR Piper Sandler Bank estimates over $1 Trillion TAM by 2032 and describes Palantir as \"ONE OF A KIND GROWTH & AI SECULAR WINNER\" as they set a price target of $170 https://t.co/O4wd6jQ8Qq", "reply_text": null, "parent_text": null, "quoted_text": "$PLTR valuation makes ZERO sense \n\nBut then why do institutions keep buying it?\nWhat do they know that you don't?\n\nI work in BIG DATA analytics and let me share the secrets of Palantir in the most basic way\n\nPalantir has monopoly on Automated Governance, serving as the ultimate https://t.co/XGLRmO7rq8", "parent_author": null, "ret_m1d": -0.024811098020710243, "ret_signed_m1d": -0.024811098020710243, "alpha_spy_m1d": -0.020604432971656372, "alpha_c_m1d": -0.020604432971656372, "bench_spy_m1d": -0.00420666504905387, "bench_c_m1d": -0.00420666504905387, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.005793439239704878, "ret_signed_p1d": -0.005793439239704878, "alpha_spy_p1d": -0.005542370234958072, "alpha_c_p1d": -0.005542370234958072, "bench_spy_p1d": -0.0002510690047468067, "bench_c_p1d": -0.0002510690047468067, "ret_p1w": -0.02852644012746275, "ret_signed_p1w": -0.02852644012746275, "alpha_spy_p1w": -0.0043857484962842586, "alpha_c_p1w": -0.0043857484962842586, "bench_spy_p1w": -0.02414069163117849, "bench_c_p1w": -0.02414069163117849, "ret_p1m": -0.01026451417813401, "ret_signed_p1m": -0.01026451417813401, "alpha_spy_p1m": -0.01869324549991258, "alpha_c_p1m": -0.01869324549991258, "bench_spy_p1m": 0.008428731321778571, "bench_c_p1m": 0.008428731321778571, "ret_p3m": 0.10510076902181464, "ret_signed_p3m": 0.10510076902181464, "alpha_spy_p3m": 0.054007742240636425, "alpha_c_p3m": 0.054007742240636425, "bench_spy_p3m": 0.05109302678117822, "bench_c_p3m": 0.05109302678117822, "ret_p6m": 0.0765743288943519, "ret_signed_p6m": 0.0765743288943519, "alpha_spy_p6m": -0.015290386369471554, "alpha_c_p6m": -0.015290386369471554, "bench_spy_p6m": 0.09186471526382345, "bench_c_p6m": 0.09186471526382345, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.269, -0.2542, -0.2683, -0.2174, -0.2206, -0.3145, -0.3043, -0.2497, -0.2613, -0.254, -0.1933, -0.1802, -0.1932, -0.1844, -0.2045, -0.2091, -0.2407, -0.2299, -0.2235, -0.2235, -0.223, -0.2207, -0.2297, -0.1702, -0.1685, -0.1614, -0.1813, -0.2449, -0.1957, -0.1684, -0.1637, -0.1411, -0.1487, -0.1348, -0.1095, -0.1297, -0.1186, -0.1186, -0.1354, -0.1189, -0.098, -0.1001, -0.0916, -0.1767, -0.1416, -0.1771, -0.168, -0.1539, -0.1539, -0.1239, -0.1202, -0.0987, -0.1026, -0.1052, -0.0608, -0.0644, -0.0497, -0.0303, -0.0332, -0.0441, -0.0613, -0.0263, -0.0248, 0.0, -0.0058, -0.0161, -0.0012, -0.0028, -0.0285, 0.0117, 0.0911, 0.1306, 0.1474, 0.1773, 0.1504, 0.1774, 0.161, 0.1399, 0.1157, 0.0959, -0.0066, -0.0176, -0.0165, -0.0004, -0.0103, 0.013, -0.0131, -0.0043, -0.0132, -0.0132, -0.0108, -0.0246, -0.0168, -0.0358, -0.017, 0.0224, 0.05, 0.035, 0.0795, 0.0781, 0.0722, 0.06, 0.1144, 0.1486, 0.1293, 0.1496, 0.1307, 0.128, 0.1182, 0.1263, 0.1487, 0.1647, 0.1779, 0.0899, 0.1305, 0.1472, 0.1559, 0.1679, 0.1048, 0.1159, 0.1319, 0.1311, 0.1217, 0.1219, 0.1435, 0.143, 0.1051, 0.1365, 0.1627, 0.1913, 0.194, 0.252, 0.2251, 0.2624, 0.3047, 0.2011, 0.1832, 0.1023, 0.1205, 0.2192, 0.2025, 0.1598, 0.084, 0.0958, 0.0784, 0.0537, 0.0417, -0.0192, -0.0249, 0.0217, 0.0299, 0.0439, 0.0439, 0.0608, 0.0547, 0.0749, 0.1088, 0.1204, 0.1446, 0.1429, 0.1451, 0.1833, 0.181, 0.156, 0.154, 0.1823, 0.1164, 0.1693, 0.2178, 0.2215, 0.2225, 0.2227, 0.2227, 0.1884, 0.1598, 0.1388, 0.1193, 0.1193, 0.0571, 0.096, 0.1317, 0.1441, 0.1137, 0.1177, 0.1298, 0.127, 0.1234, 0.1151, 0.0766, 0.0766]}
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{"unit_id": "quote:1934797911218340311", "ticker_idx": 1, "ts": "2025-06-17T02:19:03+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU $NVDA 🔥🚀", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Bullish MU (bargain valuation + HBM ramp) and NVDA on SK/Amazon AWS data center build in South Korea with 60k GPUs.", "resolved_tickers": ["NVDA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "SK & $AMZN AWS to build South Korea’s largest, multibillion-dollar AI data center\n\nThe new facility will be equipped with 60,000 GPUs, the largest number deployed in any data center in Korea\n\n$MU $NVDA 🔥🚀 https://t.co/EByuq45eH8", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": 0.003955161758026904, "ret_signed_m1d": 0.003955161758026904, "alpha_spy_m1d": -0.004663658940525783, "alpha_c_m1d": -0.002887633582323579, "bench_spy_m1d": 0.008618820698552687, "bench_c_m1d": 0.006842795340350483, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.00943675070108796, "ret_signed_p1d": 0.00943675070108796, "alpha_spy_p1d": 0.009587360208649809, "alpha_c_p1d": 0.005614016232394992, "bench_spy_p1d": -0.00015060950756184965, "bench_c_p1d": 0.0038227344686929676, "ret_p1w": 0.026228191852750493, "ret_signed_p1w": 0.026228191852750493, "alpha_spy_p1w": 0.007745691403459709, "alpha_c_p1w": -0.011808402292822873, "bench_spy_p1w": 0.018482500449290784, "bench_c_p1w": 0.038036594145573366, "ret_p1m": 0.1890787198790902, "ret_signed_p1m": 0.1890787198790902, "alpha_spy_p1m": 0.14132317961927332, "alpha_c_p1m": 0.08322609538569092, "bench_spy_p1m": 0.047755540259816875, "bench_c_p1m": 0.10585262449339927, "ret_p3m": 0.2339026496095833, "ret_signed_p3m": 0.2339026496095833, "alpha_spy_p3m": 0.13043754331542146, "alpha_c_p3m": 0.07055535442885486, "bench_spy_p3m": 0.10346510629416183, "bench_c_p3m": 0.16334729518072844, "ret_p6m": 0.27533044317912436, "ret_signed_p6m": 0.27533044317912436, "alpha_spy_p6m": 0.1180421186788212, "alpha_c_p6m": -0.1547701326768658, "bench_spy_p6m": 0.15728832450030317, "bench_c_p6m": 0.43010057585599015, "ret_p1y": 0.5192288690868705, "ret_signed_p1y": 0.5192288690868705, "alpha_spy_p1y": 0.23767154191879025, "alpha_c_p1y": -0.8871423394243014, "bench_spy_p1y": 0.28155732716808024, "bench_c_p1y": 1.406371208511172, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.1890787198790902, "alpha_spy_stated": 0.14132317961927332, "alpha_c_stated": 0.08322609538569092, "price_path": [-0.1776, -0.1834, -0.1576, -0.1626, -0.2107, -0.2269, -0.2391, -0.248, -0.2358, -0.2339, -0.2937, -0.3457, -0.3226, -0.3319, -0.2068, -0.2537, -0.2303, -0.2319, -0.2215, -0.275, -0.2958, -0.2958, -0.3276, -0.3139, -0.2874, -0.2616, -0.2298, -0.2456, -0.2436, -0.2443, -0.2256, -0.2056, -0.2103, -0.2122, -0.1878, -0.1857, -0.1907, -0.1466, -0.0985, -0.061, -0.0645, -0.0606, -0.0594, -0.0676, -0.0855, -0.0784, -0.0891, -0.0891, -0.0599, -0.0647, -0.0343, -0.0624, -0.0468, -0.0202, -0.0153, -0.0287, -0.0167, -0.0104, -0.0012, -0.009, 0.0061, -0.0149, 0.004, 0.0, 0.0094, 0.0094, -0.0019, 0.0003, 0.0262, 0.0707, 0.0756, 0.0946, 0.0962, 0.0637, 0.0911, 0.1056, 0.1056, 0.098, 0.1102, 0.1302, 0.1386, 0.1443, 0.1384, 0.1844, 0.1891, 0.2004, 0.1963, 0.1891, 0.159, 0.185, 0.2055, 0.2039, 0.2264, 0.2178, 0.2439, 0.2342, 0.2054, 0.249, 0.2369, 0.2449, 0.2543, 0.2677, 0.2633, 0.2709, 0.26, 0.263, 0.2521, 0.2629, 0.2187, 0.217, 0.2141, 0.235, 0.2476, 0.2612, 0.2601, 0.2501, 0.2086, 0.2086, 0.185, 0.1839, 0.1911, 0.1589, 0.1678, 0.1848, 0.2304, 0.2294, 0.2339, 0.2334, 0.2135, 0.1817, 0.2229, 0.2259, 0.2741, 0.2381, 0.228, 0.233, 0.2365, 0.2619, 0.2947, 0.2993, 0.3107, 0.3019, 0.2875, 0.284, 0.3122, 0.3363, 0.271, 0.3068, 0.2492, 0.2479, 0.2616, 0.2714, 0.2673, 0.2571, 0.251, 0.264, 0.2925, 0.3288, 0.395, 0.4367, 0.4079, 0.4051, 0.4356, 0.3787, 0.3546, 0.3051, 0.3056, 0.3812, 0.3403, 0.3448, 0.2966, 0.3196, 0.2948, 0.2585, 0.2943, 0.2535, 0.2413, 0.2667, 0.2339, 0.2508, 0.2508, 0.2282, 0.2485, 0.2592, 0.2462, 0.2726, 0.2658, 0.2876, 0.2836, 0.2753]}
{"unit_id": "reply:1961966251858853951", "ticker_idx": 0, "ts": "2025-08-31T01:36:20+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The inevitable Enterprise-Intelligence Take-Over is happening. BTFD.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Buy the dip on PLTR; endorses thesis that enterprise AI dominance is inevitable.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@aarongraham118 @grok The inevitable Enterprise-Intelligence Take-Over is happening. BTFD.", "reply_text": null, "parent_text": "@TradexWhisperer @grok Let’s go, $PLTR!!  All those who are not buying this dip (but have previously complained about missing your chance to own this “once in a generation” company) shall forever hold your peace. Your future cries will fall on deaf ears….", "quoted_text": null, "parent_author": "aarongraham118", "ret_m1d": -0.002418929485529464, "ret_signed_m1d": -0.002418929485529464, "alpha_spy_m1d": -0.00988450396041074, "alpha_c_m1d": -0.00988450396041074, "bench_spy_m1d": 0.007465574474881276, "bench_c_m1d": 0.007465574474881276, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.013941068766057496, "ret_signed_p1d": -0.013941068766057496, "alpha_spy_p1d": -0.019360614929065267, "alpha_c_p1d": -0.019360614929065267, "bench_spy_p1d": 0.005419546163007771, "bench_c_p1d": 0.005419546163007771, "ret_p1w": 0.03354767582478968, "ret_signed_p1w": 0.03354767582478968, "alpha_spy_p1w": 0.01783553161352791, "alpha_c_p1w": 0.01783553161352791, "bench_spy_p1w": 0.01571214421126177, "bench_c_p1w": 0.01571214421126177, "ret_p1m": 0.17735057139110544, "ret_signed_p1m": 0.17735057139110544, "alpha_spy_p1m": 0.13044343503365075, "alpha_c_p1m": 0.13044343503365075, "bench_spy_p1m": 0.04690713635745469, "bench_c_p1m": 0.04690713635745469, "ret_p3m": 0.07231523887693592, "ret_signed_p3m": 0.07231523887693592, "alpha_spy_p3m": 0.0020094729189414906, "alpha_c_p3m": 0.0020094729189414906, "bench_spy_p3m": 0.07030576595799443, "bench_c_p3m": 0.07030576595799443, "ret_p6m": -0.1457762711205871, "ret_signed_p6m": -0.1457762711205871, "alpha_spy_p6m": -0.23457571186513781, "alpha_c_p6m": -0.23457571186513781, "bench_spy_p6m": 0.0887994407445507, "bench_c_p6m": 0.0887994407445507, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.17735057139110544, "alpha_spy_stated": 0.13044343503365075, "alpha_c_stated": 0.13044343503365075, "price_path": [-0.2367, -0.187, -0.1593, -0.1546, -0.1318, -0.1394, -0.1253, -0.0998, -0.1202, -0.109, -0.109, -0.126, -0.1093, -0.0882, -0.0903, -0.0817, -0.1677, -0.1322, -0.1681, -0.159, -0.1447, -0.1447, -0.1144, -0.1106, -0.0889, -0.0929, -0.0954, -0.0505, -0.0542, -0.0393, -0.0197, -0.0227, -0.0337, -0.0511, -0.0157, -0.0142, 0.0109, 0.005, -0.0054, 0.0097, 0.008, -0.018, 0.0227, 0.103, 0.1429, 0.1598, 0.1901, 0.1629, 0.1902, 0.1737, 0.1523, 0.1278, 0.1078, 0.0042, -0.0069, -0.0058, 0.0105, 0.0005, 0.0241, -0.0024, 0.0066, -0.0024, -0.0024, 0.0, -0.0139, -0.006, -0.0253, -0.0063, 0.0335, 0.0614, 0.0463, 0.0913, 0.0899, 0.0838, 0.0716, 0.1266, 0.1611, 0.1416, 0.1621, 0.143, 0.1402, 0.1304, 0.1386, 0.1612, 0.1774, 0.1907, 0.1017, 0.1428, 0.1597, 0.1685, 0.1807, 0.1168, 0.1281, 0.1442, 0.1434, 0.1339, 0.1341, 0.156, 0.1555, 0.1171, 0.1489, 0.1753, 0.2043, 0.207, 0.2656, 0.2385, 0.2761, 0.3189, 0.2142, 0.1961, 0.1143, 0.1327, 0.2325, 0.2156, 0.1724, 0.0958, 0.1077, 0.0901, 0.0652, 0.053, -0.0086, -0.0143, 0.0328, 0.0411, 0.0553, 0.0553, 0.0723, 0.0662, 0.0866, 0.1209, 0.1326, 0.157, 0.1553, 0.1576, 0.1962, 0.1938, 0.1686, 0.1665, 0.1952, 0.1286, 0.1821, 0.231, 0.2348, 0.2358, 0.236, 0.236, 0.2013, 0.1724, 0.1512, 0.1315, 0.1315, 0.0686, 0.1079, 0.144, 0.1565, 0.1259, 0.1299, 0.1421, 0.1392, 0.1357, 0.1272, 0.0883, 0.0883, 0.0728, 0.0525, 0.0561, 0.0796, 0.0661, 0.0548, 0.0017, -0.0333, -0.0668, -0.0594, 0.005, -0.1117, -0.1724, -0.1349, -0.0903, -0.1119, -0.1363, -0.178, -0.1635, -0.1635, -0.1532, -0.1382, -0.1413, -0.1391, -0.1686, -0.1798, -0.1458]}
{"unit_id": "quote:1952024509676175612", "ticker_idx": 0, "ts": "2025-08-03T15:11:24+00:00", "symbol": "RDDT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$RDDT PT Updates Post-Earnings\n\nReddit is on 🔥", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Bullish RDDT post-earnings with price target updates; stock on fire.", "resolved_tickers": ["RDDT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "quote", "lang": "en", "tweet_text": "$RDDT PT Updates Post-Earnings\n\nReddit is on 🔥 https://t.co/KP32DH4RaL", "reply_text": null, "parent_text": null, "quoted_text": "🟦 $RDDT CUP and HANDLE!\n\n(W) BLUE Candles are rare, only once per year\n\n2024 BLUE Candle: +258% Gains\n2025 BLUE Candle: +90% Gains so far\n\n230+ Daily & Weekly BLUE Candle Alerts: https://t.co/XLFioz4ScQ https://t.co/WxkVHvBVAv", "parent_author": null, "ret_m1d": -0.06502773331877232, "ret_signed_m1d": -0.06502773331877232, "alpha_spy_m1d": -0.05005554292169423, "alpha_c_m1d": -0.04616678150160236, "bench_spy_m1d": -0.014972190397078089, "bench_c_m1d": -0.018860951817169958, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.013233536090599185, "ret_signed_p1d": -0.013233536090599185, "alpha_spy_p1d": -0.008163511973886317, "alpha_c_p1d": -0.005467194589276914, "bench_spy_p1d": -0.005070024116712868, "bench_c_p1d": -0.007766341501322271, "ret_p1w": 0.09412175857548744, "ret_signed_p1w": 0.09412175857548744, "alpha_spy_p1w": 0.0865960652713218, "alpha_c_p1w": 0.09393683888020421, "bench_spy_p1w": 0.007525693304165637, "bench_c_p1w": 0.0001849196952832255, "ret_p1m": 0.09070184154439875, "ret_signed_p1m": 0.09070184154439875, "alpha_spy_p1m": 0.07628412239919369, "alpha_c_p1m": 0.0625953335139271, "bench_spy_p1m": 0.014417719145205066, "bench_c_p1m": 0.028106508030471655, "ret_p3m": -0.03637984009581208, "ret_signed_p3m": -0.03637984009581208, "alpha_spy_p3m": -0.11646109345309597, "alpha_c_p3m": -0.09701864371895252, "bench_spy_p3m": 0.08008125335728389, "bench_c_p3m": 0.06063880362314045, "ret_p6m": -0.02706181405498176, "ret_signed_p6m": -0.02706181405498176, "alpha_spy_p6m": -0.135287836522067, "alpha_c_p6m": -0.11514851446479069, "bench_spy_p6m": 0.10822602246708524, "bench_c_p6m": 0.08808670040980893, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.09070184154439875, "alpha_spy_stated": 0.07628412239919369, "alpha_c_stated": 0.0625953335139271, "price_path": [-0.477, -0.4656, -0.4624, -0.4488, -0.4407, -0.3789, -0.437, -0.4388, -0.4648, -0.4764, -0.5249, -0.5127, -0.5006, -0.5006, -0.4815, -0.4774, -0.4596, -0.4432, -0.4443, -0.4505, -0.4141, -0.4437, -0.3988, -0.4175, -0.4197, -0.4299, -0.4241, -0.4143, -0.3745, -0.3366, -0.3004, -0.3004, -0.3103, -0.3352, -0.3022, -0.2978, -0.2865, -0.2912, -0.2537, -0.2455, -0.2102, -0.2217, -0.2217, -0.2398, -0.2766, -0.2781, -0.2912, -0.2784, -0.2745, -0.2823, -0.2847, -0.2936, -0.2653, -0.2749, -0.2774, -0.2759, -0.2658, -0.2582, -0.2486, -0.2821, -0.2599, -0.2041, -0.065, 0.0, -0.0132, 0.0548, 0.0499, 0.0678, 0.0941, 0.1103, 0.1636, 0.2067, 0.2217, 0.1983, 0.1309, 0.0823, 0.0837, 0.0771, 0.0891, 0.0876, 0.0463, 0.1179, 0.1156, 0.1156, 0.0907, 0.106, 0.1504, 0.1895, 0.1399, 0.1905, 0.2839, 0.2913, 0.2604, 0.3067, 0.3217, 0.3207, 0.3417, 0.3109, 0.2766, 0.1769, 0.1682, 0.1536, 0.1901, 0.1993, 0.1399, 0.0042, -0.0042, 0.027, 0.0093, 0.0206, 0.0026, 0.0493, -0.0159, 0.0095, -0.0268, -0.005, -0.0138, -0.0338, 0.0036, 0.0196, -0.0233, -0.0047, 0.0617, 0.0866, 0.0556, 0.0447, -0.0364, 0.0356, 0.016, -0.0693, -0.0272, -0.0898, -0.0356, 0.012, 0.032, 0.0053, -0.0612, -0.0419, -0.0704, -0.0796, -0.0693, -0.0985, -0.0906, -0.0335, 0.0829, 0.0287, 0.0287, 0.0729, 0.1073, 0.1041, 0.0946, 0.104, 0.1603, 0.1744, 0.1703, 0.1802, 0.1575, 0.1141, 0.083, 0.1102, 0.1268, 0.1466, 0.1558, 0.1556, 0.1193, 0.1194, 0.1194, 0.119, 0.163, 0.1566, 0.1393, 0.1393, 0.1989, 0.2096, 0.258, 0.2664, 0.2587, 0.2121, 0.2095, 0.2834, 0.2509, 0.1338, 0.145, 0.145, 0.117, 0.0415, 0.0633, 0.0849, 0.0588, -0.0271]}
{"unit_id": "orig:1965631474868330766", "ticker_idx": 0, "ts": "2025-09-10T04:20:37+00:00", "symbol": "TSM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$TSM is still a $1 trillion company and $2 trillion valuation is incoming", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish TSM to $2T valuation on indispensable chip manufacturing for NVDA, AVGO, AMD, and Mag 7.", "resolved_tickers": ["TSM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "\"‘I Just Can’t Wait to Be King’ - $TSM\n\n$NVDA, $AVGO & $AMD can't manufacture chips without $TSM\n\nand all other Mag 7 companies need chips from them\n\n$TSM is still a $1 trillion company and $2 trillion valuation is incoming", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.03655351397767115, "ret_signed_m1d": -0.03655351397767115, "alpha_spy_m1d": -0.03367113569530289, "alpha_c_m1d": -0.026514660893129482, "bench_spy_m1d": -0.0028823782823682587, "bench_c_m1d": -0.010038853084541666, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.005874716316610851, "ret_signed_p1d": -0.005874716316610851, "alpha_spy_p1d": -0.014185102179474107, "alpha_c_p1d": -0.016179570718540814, "bench_spy_p1d": 0.008310385862863257, "bench_c_p1d": 0.010304854401929964, "ret_p1w": 0.01220638265708196, "ret_signed_p1w": 0.01220638265708196, "alpha_spy_p1w": 0.0015194516306353822, "alpha_c_p1w": -0.002486374118904733, "bench_spy_p1w": 0.010686931026446578, "bench_c_p1w": 0.014692756775986693, "ret_p1m": 0.15506848445185195, "ret_signed_p1m": 0.15506848445185195, "alpha_spy_p1m": 0.12316031180285236, "alpha_c_p1m": 0.0075432786900639925, "bench_spy_p1m": 0.03190817264899959, "bench_c_p1m": 0.14752520576178796, "ret_p3m": 0.16273344495061348, "ret_signed_p3m": 0.16273344495061348, "alpha_spy_p3m": 0.1116526264244424, "alpha_c_p3m": -0.062377140466998826, "bench_spy_p3m": 0.05108081852617108, "bench_c_p3m": 0.2251105854176123, "ret_p6m": 0.3666665560919482, "ret_signed_p6m": 0.3666665560919482, "alpha_spy_p6m": 0.31605750784828013, "alpha_c_p6m": 0.04837979995562658, "bench_spy_p6m": 0.050609048243668076, "bench_c_p6m": 0.3182867561363216, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.15506848445185195, "alpha_spy_stated": 0.12316031180285236, "alpha_c_stated": 0.0075432786900639925, "price_path": [-0.1894, -0.1719, -0.1787, -0.1802, -0.1802, -0.1956, -0.1924, -0.1549, -0.1448, -0.1399, -0.1224, -0.1304, -0.1373, -0.1031, -0.0984, -0.0984, -0.1201, -0.1251, -0.1098, -0.1178, -0.1153, -0.122, -0.0902, -0.0879, -0.057, -0.0769, -0.0829, -0.0992, -0.0772, -0.0723, -0.057, -0.0679, -0.0734, -0.0673, -0.0723, -0.0969, -0.0823, -0.1074, -0.1116, -0.0684, -0.0715, -0.0705, -0.062, -0.073, -0.0746, -0.0828, -0.0731, -0.1065, -0.1223, -0.1271, -0.1054, -0.0954, -0.0834, -0.0812, -0.0851, -0.1135, -0.1135, -0.1231, -0.1115, -0.0969, -0.0654, -0.0509, -0.0366, 0.0, -0.0059, -0.0043, 0.0036, 0.0094, 0.0122, 0.0347, 0.0202, 0.0501, 0.0889, 0.0812, 0.0656, 0.0529, 0.0524, 0.0758, 0.1111, 0.1097, 0.1254, 0.1648, 0.1325, 0.1729, 0.1551, 0.081, 0.1667, 0.1399, 0.1737, 0.1549, 0.1366, 0.1467, 0.1344, 0.1127, 0.1198, 0.1361, 0.1488, 0.1614, 0.1751, 0.1679, 0.1572, 0.1743, 0.1326, 0.131, 0.1141, 0.1035, 0.1373, 0.1215, 0.1194, 0.087, 0.0971, 0.0862, 0.0704, 0.0876, 0.0689, 0.0595, 0.0964, 0.0965, 0.1169, 0.1169, 0.1228, 0.1081, 0.1251, 0.138, 0.1283, 0.1352, 0.1627, 0.1687, 0.1946, 0.1774, 0.1279, 0.1113, 0.1079, 0.0697, 0.0995, 0.116, 0.1327, 0.1469, 0.154, 0.154, 0.1696, 0.1622, 0.157, 0.1737, 0.1737, 0.2344, 0.2446, 0.2646, 0.2308, 0.2282, 0.2499, 0.2814, 0.2792, 0.2634, 0.3195, 0.3224, 0.3224, 0.2635, 0.2595, 0.2644, 0.2933, 0.285, 0.3067, 0.322, 0.3114, 0.2767, 0.3184, 0.2967, 0.2581, 0.2773, 0.3473, 0.3727, 0.3978, 0.4448, 0.4217, 0.4149, 0.4149, 0.4066, 0.3991, 0.3919, 0.4311, 0.4292, 0.4898, 0.4975, 0.4553, 0.4467, 0.4256, 0.3638, 0.3805, 0.3667]}
{"unit_id": "quote:1928551940691984482", "ticker_idx": 0, "ts": "2025-05-30T20:39:48+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Price Target of $170 Incoming. Read my Technical Analysis 👇", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Targets PLTR at $170 from ATH of $131.78 based on technical analysis.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "🚨 $PLTR $131.78 All Time High\n\nPrice Target of $170 Incoming. Read my Technical Analysis 👇 https://t.co/aYlrP02LUi", "reply_text": null, "parent_text": null, "quoted_text": "🟦 $PLTR Price Target of $170? It’s within reach. Here are my thoughts:\n\nFollowing a robust +57% surge, fueled by bullish BLUE smart candles, bearish PINK-RED candles have emerged. Yet, the current relative strength and resilience mirrors the Oct/Nov 2024 price action, where https://t.co/h7vXx9fGvl", "parent_author": null, "ret_m1d": -0.0019690587704933593, "ret_signed_m1d": -0.0019690587704933593, "alpha_spy_m1d": 0.0036324142933874537, "alpha_c_m1d": 0.0036324142933874537, "bench_spy_m1d": -0.005601473063880813, "bench_c_m1d": -0.005601473063880813, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.008558050138367967, "ret_signed_p1d": 0.008558050138367967, "alpha_spy_p1d": 0.0028555978896700474, "alpha_c_p1d": 0.0028555978896700474, "bench_spy_p1d": 0.00570245224869792, "bench_c_p1d": 0.00570245224869792, "ret_p1w": 0.00015150161676835694, "ret_signed_p1w": 0.00015150161676835694, "alpha_spy_p1w": -0.011607822067048357, "alpha_c_p1w": -0.011607822067048357, "bench_spy_p1w": 0.011759323683816714, "bench_c_p1w": 0.011759323683816714, "ret_p1m": -0.010299914264645715, "ret_signed_p1m": -0.010299914264645715, "alpha_spy_p1m": -0.05545828607083958, "alpha_c_p1m": -0.05545828607083958, "bench_spy_p1m": 0.045158371806193864, "bench_c_p1m": 0.045158371806193864, "ret_p3m": 0.19751592818199337, "ret_signed_p3m": 0.19751592818199337, "alpha_spy_p3m": 0.09944394140556745, "alpha_c_p3m": 0.09944394140556745, "bench_spy_p3m": 0.09807198677642592, "bench_c_p3m": 0.09807198677642592, "ret_p6m": 0.23863989221312898, "ret_signed_p6m": 0.23863989221312898, "alpha_spy_p6m": 0.09323581831390904, "alpha_c_p6m": 0.09323581831390904, "bench_spy_p6m": 0.14540407389921994, "bench_c_p6m": 0.14540407389921994, "ret_p1y": 0.038700400410337066, "ret_signed_p1y": 0.038700400410337066, "alpha_spy_p1y": -0.2262474689549696, "alpha_c_p1y": -0.2262474689549696, "bench_spy_p1y": 0.2649478693653067, "bench_c_p1y": 0.2649478693653067, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.010299914264645715, "alpha_spy_stated": -0.05545828607083958, "alpha_c_stated": -0.05545828607083958, "price_path": [-0.3174, -0.3906, -0.3569, -0.4215, -0.4089, -0.3665, -0.397, -0.3469, -0.3385, -0.3647, -0.3479, -0.3382, -0.3111, -0.2673, -0.2692, -0.3011, -0.3177, -0.3498, -0.3608, -0.3587, -0.3377, -0.3669, -0.4395, -0.4105, -0.4144, -0.3032, -0.3291, -0.3294, -0.2985, -0.2548, -0.2979, -0.2898, -0.2898, -0.3123, -0.2882, -0.2364, -0.1837, -0.1459, -0.1317, -0.1209, -0.103, -0.12, -0.0588, -0.0626, -0.1756, -0.1633, -0.0976, -0.1116, -0.1028, -0.0298, -0.0141, -0.0297, -0.0191, -0.0432, -0.0488, -0.0868, -0.0738, -0.0661, -0.0661, -0.0655, -0.0627, -0.0736, -0.002, 0.0, 0.0086, -0.0154, -0.0919, -0.0327, 0.0002, 0.0058, 0.0329, 0.0239, 0.0406, 0.071, 0.0467, 0.06, 0.06, 0.0398, 0.0597, 0.0847, 0.0822, 0.0925, -0.0098, 0.0324, -0.0103, 0.0006, 0.0176, 0.0176, 0.0536, 0.0581, 0.084, 0.0792, 0.0762, 0.1296, 0.1253, 0.1429, 0.1662, 0.1627, 0.1496, 0.129, 0.1711, 0.1728, 0.2027, 0.1957, 0.1833, 0.2012, 0.1993, 0.1684, 0.2168, 0.3123, 0.3597, 0.3799, 0.4159, 0.3835, 0.416, 0.3963, 0.3709, 0.3418, 0.318, 0.1947, 0.1815, 0.1828, 0.2022, 0.1903, 0.2183, 0.1869, 0.1975, 0.1868, 0.1868, 0.1897, 0.1731, 0.1825, 0.1596, 0.1822, 0.2296, 0.2628, 0.2448, 0.2983, 0.2967, 0.2895, 0.2748, 0.3403, 0.3813, 0.3581, 0.3825, 0.3599, 0.3566, 0.3448, 0.3546, 0.3816, 0.4007, 0.4166, 0.3107, 0.3597, 0.3797, 0.3902, 0.4047, 0.3287, 0.3421, 0.3613, 0.3603, 0.349, 0.3492, 0.3753, 0.3747, 0.3291, 0.3669, 0.3983, 0.4327, 0.4359, 0.5057, 0.4734, 0.5183, 0.5691, 0.4446, 0.4231, 0.3257, 0.3475, 0.4663, 0.4462, 0.3948, 0.3037, 0.3179, 0.297, 0.2673, 0.2528, 0.1795, 0.1728, 0.2288, 0.2386]}
{"unit_id": "reply:1941242515409260620", "ticker_idx": 0, "ts": "2025-07-04T21:07:36+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Palantir is the PRIME example", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Endorses Palantir as the prime example of US ambition and hard work; implicit bullish stance.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "reply_other", "lang": "en", "tweet_text": "US is just fine. Europe needs to take care of their stuff. People who are trying to vilify the United States have forgotten the real tyranny written in the history books. Blaming others was always their first step. \n\nDo you know what's the worst thing in the world? A culture that has ambition but doesn't want to work hard for it. \n\nThe United States is trying to move away from that and Palantir is the PRIME example.", "reply_text": null, "parent_text": "@TradexWhisperer @NotAdvising Tariffs are a facet. Expansionism is another. Don’t count your eggs, dude. I wouldn’t call the current situation “calmed” by any stretch.", "quoted_text": null, "parent_author": "JessieTweeting", "ret_m1d": -0.034215027845755475, "ret_signed_m1d": -0.034215027845755475, "alpha_spy_m1d": -0.04172294858132941, "alpha_c_m1d": -0.04172294858132941, "bench_spy_m1d": 0.007507920735573936, "bench_c_m1d": 0.007507920735573936, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.004241026576968343, "ret_signed_p1d": 0.004241026576968343, "alpha_spy_p1d": 0.004788662446441716, "alpha_c_p1d": 0.004788662446441716, "bench_spy_p1d": -0.000547635869473373, "bench_c_p1d": -0.000547635869473373, "ret_p1w": 0.07209602595836873, "ret_signed_p1w": 0.07209602595836873, "alpha_spy_p1w": 0.06544207117829703, "alpha_c_p1w": 0.06544207117829703, "bench_spy_p1w": 0.006653954780071691, "bench_c_p1w": 0.006653954780071691, "ret_p1m": 0.24547160978914095, "ret_signed_p1m": 0.24547160978914095, "alpha_spy_p1m": 0.23372657027842592, "alpha_c_p1m": 0.23372657027842592, "bench_spy_p1m": 0.011745039510715038, "bench_c_p1m": 0.011745039510715038, "ret_p3m": 0.344522783329575, "ret_signed_p3m": 0.344522783329575, "alpha_spy_p3m": 0.2633291041690289, "alpha_c_p3m": 0.2633291041690289, "bench_spy_p3m": 0.0811936791605461, "bench_c_p3m": 0.0811936791605461, "ret_p6m": 0.2998850106741331, "ret_signed_p6m": 0.2998850106741331, "alpha_spy_p6m": 0.18666994468242004, "alpha_c_p6m": 0.18666994468242004, "bench_spy_p6m": 0.11321506599171305, "bench_c_p6m": 0.11321506599171305, "ret_p1y": -0.16115582918228155, "ret_signed_p1y": -0.16115582918228155, "alpha_spy_p1y": -0.3561488982279496, "alpha_c_p1y": -0.3561488982279496, "bench_spy_p1y": 0.19499306904566804, "bench_c_p1y": 0.19499306904566804, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.24547160978914095, "alpha_spy_stated": 0.23372657027842592, "alpha_c_stated": 0.23372657027842592, "price_path": [-0.3386, -0.3632, -0.3635, -0.3342, -0.2927, -0.3336, -0.3259, -0.3259, -0.3473, -0.3244, -0.2753, -0.2253, -0.1893, -0.1759, -0.1656, -0.1486, -0.1647, -0.1067, -0.1103, -0.2175, -0.2059, -0.1435, -0.1568, -0.1485, -0.0792, -0.0643, -0.0791, -0.069, -0.0919, -0.0973, -0.1333, -0.121, -0.1136, -0.1136, -0.1131, -0.1104, -0.1208, -0.0528, -0.0509, -0.0428, -0.0655, -0.1381, -0.0819, -0.0507, -0.0454, -0.0196, -0.0282, -0.0124, 0.0165, -0.0066, 0.006, 0.006, -0.0131, 0.0058, 0.0295, 0.0272, 0.0369, -0.0602, -0.0201, -0.0607, -0.0503, -0.0342, -0.0342, 0.0, 0.0042, 0.0288, 0.0243, 0.0214, 0.0721, 0.068, 0.0847, 0.1069, 0.1035, 0.0911, 0.0715, 0.1115, 0.1131, 0.1415, 0.1348, 0.1231, 0.1401, 0.1382, 0.1089, 0.1548, 0.2455, 0.2905, 0.3097, 0.3439, 0.3131, 0.3439, 0.3253, 0.3012, 0.2735, 0.2509, 0.1339, 0.1214, 0.1226, 0.141, 0.1297, 0.1563, 0.1265, 0.1366, 0.1264, 0.1264, 0.1292, 0.1134, 0.1223, 0.1006, 0.1221, 0.1671, 0.1985, 0.1814, 0.2322, 0.2307, 0.2238, 0.21, 0.2721, 0.311, 0.289, 0.3122, 0.2907, 0.2875, 0.2764, 0.2857, 0.3112, 0.3294, 0.3445, 0.244, 0.2905, 0.3094, 0.3194, 0.3332, 0.2611, 0.2738, 0.292, 0.2911, 0.2803, 0.2805, 0.3053, 0.3047, 0.2614, 0.2973, 0.3271, 0.3598, 0.3629, 0.4291, 0.3984, 0.441, 0.4892, 0.371, 0.3506, 0.2583, 0.279, 0.3917, 0.3726, 0.3238, 0.2373, 0.2508, 0.231, 0.2028, 0.189, 0.1195, 0.1131, 0.1663, 0.1756, 0.1916, 0.1916, 0.2108, 0.2039, 0.2269, 0.2657, 0.2789, 0.3065, 0.3046, 0.3071, 0.3507, 0.348, 0.3195, 0.3172, 0.3496, 0.2744, 0.3347, 0.39, 0.3943, 0.3954, 0.3957, 0.3957, 0.3565, 0.3239, 0.2999]}
{"unit_id": "thread:1939183155963150834", "ticker_idx": 0, "ts": "2025-06-29T04:44:27+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I am still holding. The weekly gap still looks suspicious to me. I think the daily/weekly bullish BLUE candle is just around the corner.", "tweet_type": "prediction", "timeline": "weeks", "summary": "Still long HIMS; expects bullish breakout with possible dip to $46.7–$47.4 support before daily/weekly bullish candle confirms upside.", "resolved_tickers": ["HIMS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - Specialty & Generic", "unit_kind": "self_thread", "lang": "en", "tweet_text": "$HIMS Unfolding Exactly As I Predicted\n\n\"We want to see $HIMS break above $44.7. It is a good starting point to signal are we stabilizing and no longer retracing but being stuck between those two levels until consolidation phase is over is also a possible scenario... There is something about this weekly gap and doesn't allow me to exit yet\" -June 23rd\n\nAnd as I predicted, the candles were \"stuck\" or consolidated below $44.7 for a few days and when it broke the $44.7 retracement level, the 4-hr candle turned BLUE (Our Private Smart Candle). However, the most recent 4-hr candles are showing signs of fatigue and the daily candle isn't turning BLUE yet.\n\nIt may go down and re-test the Channel Fib=0.5 ($46.7) but I am still holding. The weekly gap still looks suspicious to me. I think the daily/weekly bullish BLUE candle is just around the corner.\n\nSupport Levels:\n$46.7 - $47.4 (Fib 0.5 Channel Slope for Next Week)\n$44.7 (Retracement Level)\n\nResistance Levels:\n$51.9 (Retracement)\n$56.5 (Volume Peak)\n\nIf you enjoyed this post, you will enjoy all my trade ideas, focus charts and 190+ daily charts/alerts at our Patreon community site.\n\n---\n\nhttps://t.co/Fv9SjzKyGs", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.008826452160021647, "ret_signed_m1d": -0.008826452160021647, "alpha_spy_m1d": -0.004068024206142717, "alpha_c_m1d": -0.004068024206142717, "bench_spy_m1d": -0.00475842795387893, "bench_c_m1d": -0.00475842795387893, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.037913730140425206, "ret_signed_p1d": -0.037913730140425206, "alpha_spy_p1d": -0.03758991612672957, "alpha_c_p1d": -0.03758991612672957, "bench_spy_p1d": -0.00032381401369563356, "bench_c_p1d": -0.00032381401369563356, "ret_p1w": -0.028686065174468256, "ret_signed_p1w": -0.028686065174468256, "alpha_spy_p1w": -0.033266405408908906, "alpha_c_p1w": -0.033266405408908906, "bench_spy_p1w": 0.00458034023444065, "bench_c_p1w": 0.00458034023444065, "ret_p1m": 0.20902712743415575, "ret_signed_p1m": 0.20902712743415575, "alpha_spy_p1m": 0.18084881598140745, "alpha_c_p1m": 0.18084881598140745, "bench_spy_p1m": 0.028178311452748295, "bench_c_p1m": 0.028178311452748295, "ret_p3m": 0.10070211858421074, "ret_signed_p3m": 0.10070211858421074, "alpha_spy_p3m": 0.03268499499552835, "alpha_c_p3m": 0.03268499499552835, "bench_spy_p3m": 0.0680171235886824, "bench_c_p3m": 0.0680171235886824, "ret_p6m": -0.30190571108790576, "ret_signed_p6m": -0.30190571108790576, "alpha_spy_p6m": -0.4217661374596706, "alpha_c_p6m": -0.4217661374596706, "bench_spy_p6m": 0.11986042637176486, "bench_c_p6m": 0.11986042637176486, "ret_p1y": -0.3602808351899214, "ret_signed_p1y": -0.3602808351899214, "alpha_spy_p1y": -0.5697085972974891, "alpha_c_p1y": -0.5697085972974891, "bench_spy_p1y": 0.20942776210756775, "bench_c_p1y": 0.20942776210756775, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.20902712743415575, "alpha_spy_stated": 0.18084881598140745, "alpha_c_stated": 0.18084881598140745, "price_path": [-0.3737, -0.4385, -0.4786, -0.4429, -0.4764, -0.4084, -0.4622, -0.4538, -0.4321, -0.409, -0.4594, -0.4538, -0.4538, -0.4816, -0.4915, -0.4642, -0.4355, -0.4365, -0.4287, -0.2971, -0.336, -0.2746, -0.1811, -0.1599, -0.0076, 0.0502, 0.0311, 0.0423, 0.1075, 0.2839, 0.2261, 0.1751, 0.2969, 0.2506, 0.2279, 0.1635, 0.0736, 0.0999, 0.0999, 0.0704, 0.07, 0.0512, 0.1346, 0.1388, 0.0979, 0.0754, 0.0586, 0.13, 0.1406, 0.1083, 0.1547, 0.1464, 0.1129, 0.1992, 0.1884, 0.2251, 0.2251, 0.2883, -0.1579, -0.1384, -0.1693, -0.0716, -0.0088, 0.0, -0.0379, -0.0479, -0.0375, -0.0375, -0.0287, -0.0179, 0.0279, 0.0084, -0.0393, 0.0437, 0.0122, 0.0401, 0.0028, 0.0106, -0.0451, 0.0032, 0.1639, 0.1498, 0.1565, 0.1771, 0.209, 0.3145, 0.3276, 0.2548, 0.2708, 0.1137, 0.0257, 0.0241, 0.0419, 0.0026, -0.0379, -0.0305, -0.0546, -0.0768, -0.0953, -0.1539, -0.1298, -0.1182, -0.1059, -0.1376, -0.0903, -0.1172, -0.1149, -0.1505, -0.1505, -0.1669, -0.1081, -0.0349, -0.0289, -0.0042, -0.0413, -0.0415, 0.0383, 0.1133, 0.0824, 0.0209, 0.01, 0.1274, 0.1599, 0.1575, 0.1234, 0.0682, 0.1007, 0.1715, 0.186, 0.1378, 0.1296, 0.1609, 0.054, 0.0985, 0.1629, 0.1669, 0.1685, 0.0822, 0.0979, 0.0837, 0.259, 0.1866, -0.0014, 0.0303, -0.0098, -0.0479, -0.0273, -0.0215, -0.0325, -0.0548, -0.0646, -0.1161, -0.0881, -0.1095, -0.1416, -0.1228, -0.1671, -0.1769, -0.1765, -0.2026, -0.2173, -0.2768, -0.2582, -0.2863, -0.2726, -0.2812, -0.3256, -0.3037, -0.2421, -0.256, -0.2297, -0.2297, -0.2024, -0.2475, -0.2716, -0.2564, -0.1972, -0.2136, -0.2152, -0.2012, -0.2401, -0.2423, -0.2536, -0.2728, -0.2606, -0.2985, -0.3025, -0.2867, -0.2969, -0.3019]}
{"unit_id": "quote:1939043079446765667", "ticker_idx": 0, "ts": "2025-06-28T19:27:50+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Exploding HBM Data Center Revenue is going to transform Micron. It will never be the same again. Huge Asymmetry", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long MU: HBM data center revenue will transform Micron, Forward PE of 11.8 has huge asymmetry vs peers; target PE ~19.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "YTD Gains | Forward PE | PS\n\n$MU: 48.4% | 11.8 | 4.2\n$AMD: 17.5% | 38.5 | 8.4\n$NVDA: 17.5% | 36.4 | 26\n\n$MU Forward PE should be at least half of $AMD, around 19.\n\nExploding HBM Data Center Revenue is going to transform Micron. It will never be the same again.\n\nHuge Asymmetry https://t.co/C847qPl2fe", "reply_text": null, "parent_text": null, "quoted_text": "YTD:\n\n$AMD +19.2%\n\n$NVDA +14.1% https://t.co/sXNrKh3u8o", "parent_author": null, "ret_m1d": 0.012251577573582306, "ret_signed_m1d": 0.012251577573582306, "alpha_spy_m1d": 0.017010005527461236, "alpha_c_m1d": 0.013900975108794511, "bench_spy_m1d": -0.00475842795387893, "bench_c_m1d": -0.0016493975352122048, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.019148057833288767, "ret_signed_p1d": -0.019148057833288767, "alpha_spy_p1d": -0.018824243819593134, "alpha_c_p1d": -0.008247281070891677, "bench_spy_p1d": -0.00032381401369563356, "bench_c_p1d": -0.01090077676239709, "ret_p1w": -0.02610236865156823, "ret_signed_p1w": -0.02610236865156823, "alpha_spy_p1w": -0.03068270888600888, "alpha_c_p1w": -0.029257914435192767, "bench_spy_p1w": 0.00458034023444065, "bench_c_p1w": 0.003155545783624536, "ret_p1m": -0.09074731539316061, "ret_signed_p1m": -0.09074731539316061, "alpha_spy_p1m": -0.1189256268459089, "alpha_c_p1m": -0.14101980188135, "bench_spy_p1m": 0.028178311452748295, "bench_c_p1m": 0.05027248648818938, "ret_p3m": 0.27365215551927835, "ret_signed_p3m": 0.27365215551927835, "alpha_spy_p3m": 0.20563503193059596, "alpha_c_p3m": 0.12240428957690064, "bench_spy_p3m": 0.0680171235886824, "bench_c_p3m": 0.1512478659423777, "ret_p6m": 1.2450567437536018, "ret_signed_p6m": 1.2450567437536018, "alpha_spy_p6m": 1.125196317381837, "alpha_c_p6m": 0.938795915671736, "bench_spy_p6m": 0.11986042637176486, "bench_c_p6m": 0.3062608280818657, "ret_p1y": 7.4842760758888325, "ret_signed_p1y": 7.4842760758888325, "alpha_spy_p1y": 7.2748483137812645, "alpha_c_p1y": 6.239900256939245, "bench_spy_p1y": 0.20942776210756775, "bench_c_p1y": 1.2443758189495866, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.09074731539316061, "alpha_spy_stated": -0.1189256268459089, "alpha_c_stated": -0.14101980188135, "price_path": [-0.2811, -0.3968, -0.4749, -0.4453, -0.4682, -0.3682, -0.4316, -0.4357, -0.4238, -0.4236, -0.4375, -0.4418, -0.4418, -0.4585, -0.4303, -0.4083, -0.3718, -0.3527, -0.3626, -0.3762, -0.3757, -0.369, -0.3451, -0.3475, -0.3468, -0.3297, -0.3091, -0.3034, -0.2512, -0.2135, -0.2266, -0.2256, -0.2049, -0.1996, -0.2041, -0.2224, -0.2306, -0.2424, -0.2424, -0.218, -0.2196, -0.2146, -0.2336, -0.2034, -0.1704, -0.1623, -0.1376, -0.1192, -0.0998, -0.0739, -0.0586, -0.0574, -0.0621, -0.0277, -0.0236, -0.0116, -0.0116, 0.0028, -0.0095, 0.0378, 0.0325, 0.0223, 0.0123, 0.0, -0.0191, -0.0123, -0.0078, -0.0078, -0.0261, 0.0104, -0.0073, -0.0002, 0.0113, -0.0367, -0.0246, -0.0544, -0.0802, -0.071, -0.0804, -0.113, -0.108, -0.0926, -0.0964, -0.0965, -0.0907, -0.0682, -0.1136, -0.1482, -0.1248, -0.1143, -0.1166, -0.0915, -0.0345, 0.0048, 0.0375, 0.0092, 0.0175, -0.0184, 0.0034, -0.0088, -0.0481, -0.0596, -0.0443, -0.0545, -0.0539, -0.0437, -0.0092, -0.0335, -0.0335, -0.0378, -0.0358, 0.0087, 0.0669, 0.0676, 0.0983, 0.137, 0.2228, 0.2769, 0.2813, 0.2898, 0.2993, 0.3716, 0.3216, 0.3369, 0.3515, 0.3133, 0.2737, 0.2772, 0.3311, 0.3588, 0.4793, 0.4923, 0.5264, 0.5518, 0.509, 0.5971, 0.5629, 0.4757, 0.5665, 0.5201, 0.5598, 0.6458, 0.6446, 0.6803, 0.6439, 0.6128, 0.6798, 0.7798, 0.7886, 0.8033, 0.8417, 0.8204, 0.8184, 0.9072, 0.7718, 0.93, 0.9367, 0.9334, 1.0584, 0.9593, 0.9901, 0.9255, 1.0058, 0.9662, 0.8569, 0.8359, 0.6364, 0.6852, 0.8197, 0.8246, 0.8712, 0.8712, 0.9217, 0.9541, 0.9462, 0.9029, 0.8418, 0.9277, 1.0065, 1.0512, 1.143, 1.1003, 0.9596, 0.93, 0.8894, 0.8326, 1.0198, 1.1609, 1.2477, 1.2451]}
{"unit_id": "quote:1951135112516739083", "ticker_idx": 0, "ts": "2025-08-01T04:17:15+00:00", "symbol": "OPEN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "PINK-RED Continuum. Don't trade against the direction of our smart candles. Potential support at 325 SMA ($1.6).", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bearish OPEN: price below $1.8 in a pink-red downtrend continuum, potential support at $1.6.", "resolved_tickers": ["OPEN"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLRE", "bench_c_reason": "industry='Real Estate Services'", "bench_c_industry": "Real Estate Services", "unit_kind": "quote", "lang": "en", "tweet_text": "🚨 $OPEN Price dips below $1.8\n\nPINK-RED Continuum. Don't trade against the direction of our smart candles. Potential support at 325 SMA ($1.6).\n\n230+ Daily Smart Candle Alerts. Free Trial: https://t.co/XLFioz4ScQ https://t.co/4ugq86VOZA", "reply_text": null, "parent_text": null, "quoted_text": "🟥 $OPEN Continues the downtrend as accurately signaled by the (D) PINK Candle. Middle Bollinger Band test coming soon.\n\nDon't trust the noise on X. Trust the data and the smart candles.\n\n230+ Daily Blue & Pink Candle Alerts. Free Trial:\nhttps://t.co/XLFioz4ScQ https://t.co/X3fTC2BTOa", "parent_author": null, "ret_m1d": -0.12380946812445637, "ret_signed_m1d": 0.12380946812445637, "alpha_spy_m1d": 0.14047300812542907, "alpha_c_m1d": 0.1267156594454688, "bench_spy_m1d": 0.0166635400009727, "bench_c_m1d": 0.0029061913210124413, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.1714286427919589, "ret_signed_p1d": -0.1714286427919589, "alpha_spy_p1d": -0.1562288786318855, "alpha_c_p1d": -0.16295196471926232, "bench_spy_p1d": 0.015199764160073403, "bench_c_p1d": 0.008476678072696586, "ret_p1w": -0.07142850655276467, "ret_signed_p1w": 0.07142850655276467, "alpha_spy_p1w": 0.09629512696463083, "alpha_c_p1w": 0.07045977611242715, "bench_spy_p1w": 0.024866620411866158, "bench_c_p1w": -0.0009687304403375174, "ret_p1m": 1.1190476244539362, "ret_signed_p1m": -1.1190476244539362, "alpha_spy_p1m": -1.0815226731654026, "alpha_c_p1m": -1.0943442336393472, "bench_spy_p1m": 0.037524951288533615, "bench_c_p1m": 0.024703390814589055, "ret_p3m": 2.6428573537035147, "ret_signed_p3m": -2.6428573537035147, "alpha_spy_p3m": -2.5341657193705416, "alpha_c_p3m": -2.6508432631484355, "bench_spy_p3m": 0.10869163433297313, "bench_c_p3m": -0.007985909444921058, "ret_p6m": 1.7952381676827462, "ret_signed_p6m": -1.7952381676827462, "alpha_spy_p6m": -1.674632051130575, "alpha_c_p6m": -1.7783201736390621, "bench_spy_p6m": 0.12060611655217124, "bench_c_p6m": 0.016917994043684104, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -1.1190476244539362, "alpha_spy_stated": -1.0815226731654026, "alpha_c_stated": -1.0943442336393472, "price_path": [-0.6662, -0.5848, -0.5848, -0.6805, -0.6633, -0.6614, -0.6429, -0.6519, -0.6267, -0.6224, -0.6471, -0.6719, -0.6762, -0.6757, -0.6757, -0.6729, -0.6771, -0.6733, -0.6895, -0.7157, -0.7186, -0.701, -0.6857, -0.6762, -0.7305, -0.7129, -0.7105, -0.7138, -0.7262, -0.7352, -0.73, -0.7238, -0.7238, -0.7452, -0.7476, -0.7381, -0.7562, -0.7438, -0.7343, -0.7462, -0.731, -0.7305, -0.7095, -0.7095, -0.7019, -0.6514, -0.649, -0.5795, -0.629, -0.571, -0.5048, -0.2905, -0.2143, 0.0714, 0.5286, 0.3714, 0.0905, 0.1524, 0.2095, 0.1143, -0.0238, -0.0143, -0.1238, 0.0, 0.1714, 0.2, -0.0952, -0.119, -0.0714, 0.1, 0.1762, 0.1524, 0.4476, 0.5095, 0.8, 0.7238, 0.5333, 0.7143, 1.3857, 1.1619, 1.2381, 0.9143, 1.0333, 1.119, 1.119, 1.4238, 1.4429, 1.8381, 2.1667, 1.8762, 1.9095, 1.7905, 4.0095, 3.319, 3.5214, 3.2476, 3.8619, 3.7333, 3.5571, 2.9905, 2.3762, 2.919, 3.3286, 3.1952, 2.9048, 2.7952, 2.8381, 2.8143, 2.8619, 3.419, 3.4238, 3.0429, 2.8762, 2.6048, 2.4619, 2.6381, 2.5143, 2.3857, 2.4095, 2.5095, 2.3143, 2.2476, 2.3476, 2.7952, 2.8857, 2.7952, 2.6429, 2.4952, 2.7, 2.6143, 2.2952, 2.4429, 2.1238, 2.1238, 2.7952, 3.0381, 3.4619, 3.0762, 2.8667, 2.7333, 2.581, 2.1857, 1.9333, 2.2143, 2.6619, 2.6857, 2.7048, 2.7048, 2.6667, 2.4, 2.3286, 2.3048, 2.6095, 2.4048, 2.3571, 2.5286, 2.3333, 2.3571, 2.1238, 2.081, 2.2048, 1.9143, 1.9905, 2.0286, 2.0571, 1.9857, 1.9905, 1.9905, 1.8619, 1.7762, 1.781, 1.7762, 1.7762, 1.8905, 2.0095, 2.3, 1.9143, 2.0619, 2.4714, 2.3429, 2.2238, 2.1619, 2.0, 2.1762, 2.1762, 2.0429, 2.0857, 2.0571, 1.8619, 1.7952]}
{"unit_id": "orig:1957873244620636322", "ticker_idx": 0, "ts": "2025-08-19T18:32:11+00:00", "symbol": "CRCL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "It looks like the bottom isn't in yet", "tweet_type": "prediction", "timeline": "unspecified", "summary": "CRCL still falling; bottom not in yet after downtrend since July 22 alert.", "resolved_tickers": ["CRCL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "original", "lang": "en", "tweet_text": "🟥 $CRCL has been in downhill since the (D) PINK Candle alert was alerted on July 22nd. It looks like the bottom isn't in yet.\n\nProtect your gains with our smart candle system.\n\n230+ Daily Smart Candle Alerts. Free Trial:\nhttps://t.co/ZQDP5HCFyq https://t.co/P8eaJTg4qm", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.046957082778510184, "ret_signed_m1d": -0.046957082778510184, "alpha_spy_m1d": -0.041502293035413196, "alpha_c_m1d": -0.04885816437632318, "bench_spy_m1d": 0.005454789743096988, "bench_c_m1d": -0.0019010815978129925, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.019078620961083814, "ret_signed_p1d": -0.019078620961083814, "alpha_spy_p1d": -0.02173570176602846, "alpha_c_p1d": -0.013945487067140272, "bench_spy_p1d": -0.002657080804944645, "bench_c_p1d": 0.005133133893943542, "ret_p1w": -0.045699865939748174, "ret_signed_p1w": 0.045699865939748174, "alpha_spy_p1w": 0.054061645605170905, "alpha_c_p1w": 0.0660420208573137, "bench_spy_p1w": 0.00836177966542273, "bench_c_p1w": 0.020342154917565525, "ret_p1m": -0.03098426808981236, "ret_signed_p1m": 0.03098426808981236, "alpha_spy_p1m": 0.06125895881642862, "alpha_c_p1m": 0.05912120370506224, "bench_spy_p1m": 0.03027469072661626, "bench_c_p1m": 0.02813693561524988, "ret_p3m": -0.3944390891304904, "ret_signed_p3m": 0.3944390891304904, "alpha_spy_p3m": 0.4475530232854662, "alpha_c_p3m": 0.3948699312390097, "bench_spy_p3m": 0.053113934154975784, "bench_c_p3m": 0.0004308421085192915, "ret_p6m": -0.5721363422437157, "ret_signed_p6m": 0.5721363422437157, "alpha_spy_p6m": 0.6598479801091041, "alpha_c_p6m": 0.5816145740382431, "bench_spy_p6m": 0.08771163786538838, "bench_c_p6m": 0.009478231794527447, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.03098426808981236, "alpha_spy_stated": 0.06125895881642862, "alpha_c_stated": 0.05912120370506224, "price_path": [null, null, null, null, null, null, null, null, null, null, -0.3845, -0.2036, -0.1477, -0.2168, -0.1333, -0.2122, -0.0123, 0.1171, 0.1029, 0.4759, 0.4759, 0.7768, 0.9482, 0.6465, 0.4688, 0.5798, 0.3342, 0.3406, 0.4237, 0.3161, 0.3959, 0.3959, 0.5341, 0.5145, 0.484, 0.5004, 0.3853, 0.5137, 0.4444, 0.7245, 0.7384, 0.6548, 0.598, 0.4665, 0.4968, 0.4278, 0.4262, 0.3707, 0.3432, 0.4087, 0.3571, 0.2431, 0.2188, 0.1383, 0.1958, 0.1309, 0.176, 0.1918, 0.2069, 0.1326, 0.0296, 0.1037, 0.047, 0.0, 0.0191, -0.0254, -0.0014, -0.0739, -0.0457, -0.0579, -0.0317, -0.024, -0.024, -0.1116, -0.124, -0.1312, -0.1529, -0.1684, -0.1275, -0.1593, -0.0113, -0.0733, -0.0087, -0.0031, -0.031, 0.0384, 0.0659, 0.0178, -0.0315, -0.027, -0.0782, -0.0609, -0.0116, -0.0196, -0.0458, 0.1072, 0.078, 0.0982, 0.0998, 0.1126, 0.1128, -0.0169, 0.0166, -0.0057, -0.0055, -0.0501, -0.0646, -0.0327, -0.0398, -0.0772, -0.0397, 0.0504, 0.0596, 0.0065, -0.0258, -0.0926, -0.061, -0.1284, -0.1773, -0.1642, -0.2604, -0.2373, -0.2302, -0.2731, -0.3618, -0.3911, -0.3944, -0.4336, -0.4336, -0.4844, -0.5051, -0.4725, -0.4621, -0.4815, -0.4628, -0.4628, -0.4089, -0.4384, -0.4273, -0.3619, -0.3533, -0.3669, -0.3791, -0.3427, -0.3462, -0.345, -0.3828, -0.442, -0.3862, -0.4143, -0.4011, -0.3631, -0.3567, -0.3882, -0.3889, -0.3889, -0.399, -0.4046, -0.4092, -0.4136, -0.4136, -0.3828, -0.3729, -0.3726, -0.4041, -0.3952, -0.387, -0.387, -0.3828, -0.3729, -0.4336, -0.4187, -0.4187, -0.4624, -0.4628, -0.4724, -0.4725, -0.4757, -0.4827, -0.4614, -0.5005, -0.5272, -0.5647, -0.5847, -0.5929, -0.6286, -0.5782, -0.5556, -0.5582, -0.5721]}
{"unit_id": "quote:1931754207763427419", "ticker_idx": 0, "ts": "2025-06-08T16:44:28+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "TheStreet raises the price target to $140", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Shares/endorses TheStreet raising PLTR price target to $140 on Bolt Financial AI partnership catalyst.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "🚨 $PLTR TheStreet raises the price target to $140\n\n\"The catalyst for us to lift our PLTR target to $140 from $130 is the newly announced partnership with one-click checkout platform Bolt Financial to offer a payment process enhanced by artificial intelligence\" https://t.co/vZvsfDb6Ku", "reply_text": null, "parent_text": null, "quoted_text": "$PLTR valuation makes ZERO sense \n\nBut then why do institutions keep buying it?\nWhat do they know that you don't?\n\nI work in BIG DATA analytics and let me share the secrets of Palantir in the most basic way\n\nPalantir has monopoly on Automated Governance, serving as the ultimate https://t.co/XGLRmO7rq8", "parent_author": null, "ret_m1d": -0.03286382264216692, "ret_signed_m1d": -0.03286382264216692, "alpha_spy_m1d": -0.03196340534767317, "alpha_c_m1d": -0.03196340534767317, "bench_spy_m1d": -0.0009004172944937494, "bench_c_m1d": -0.0009004172944937494, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.005679236815578692, "ret_signed_p1d": 0.005679236815578692, "alpha_spy_p1d": 9.415213593433336e-06, "alpha_c_p1d": 9.415213593433336e-06, "bench_spy_p1d": 0.005669821601985259, "bench_c_p1d": 0.005669821601985259, "ret_p1w": 0.07080119851862876, "ret_signed_p1w": 0.07080119851862876, "alpha_spy_p1w": 0.06579843296596866, "alpha_c_p1w": 0.06579843296596866, "bench_spy_p1w": 0.0050027655526601045, "bench_c_p1w": 0.0050027655526601045, "ret_p1m": 0.057928284845524036, "ret_signed_p1m": 0.057928284845524036, "alpha_spy_p1m": 0.020418225592822914, "alpha_c_p1m": 0.020418225592822914, "bench_spy_p1m": 0.03751005925270112, "bench_c_p1m": 0.03751005925270112, "ret_p3m": 0.18234137722417132, "ret_signed_p3m": 0.18234137722417132, "alpha_spy_p3m": 0.09669738740124001, "alpha_c_p3m": 0.09669738740124001, "bench_spy_p3m": 0.08564398982293131, "bench_c_p3m": 0.08564398982293131, "ret_p6m": 0.29251859455527196, "ret_signed_p6m": 0.29251859455527196, "alpha_spy_p6m": 0.1495091262401247, "alpha_c_p6m": 0.1495091262401247, "bench_spy_p6m": 0.14300946831514727, "bench_c_p6m": 0.14300946831514727, "ret_p1y": 0.003407518980473423, "ret_signed_p1y": 0.003407518980473423, "alpha_spy_p1y": -0.26237256761605554, "alpha_c_p1y": -0.26237256761605554, "bench_spy_p1y": 0.26578008659652896, "bench_c_p1y": 0.26578008659652896, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.057928284845524036, "alpha_spy_stated": 0.020418225592822914, "alpha_c_stated": 0.020418225592822914, "price_path": [-0.3666, -0.3971, -0.347, -0.3386, -0.3648, -0.348, -0.3383, -0.3112, -0.2674, -0.2693, -0.3012, -0.3178, -0.3499, -0.3609, -0.3588, -0.3378, -0.367, -0.4396, -0.4106, -0.4145, -0.3033, -0.3292, -0.3295, -0.2987, -0.2549, -0.298, -0.2899, -0.2899, -0.3124, -0.2883, -0.2366, -0.1839, -0.146, -0.1318, -0.121, -0.1031, -0.1201, -0.0589, -0.0628, -0.1757, -0.1634, -0.0978, -0.1118, -0.103, -0.03, -0.0142, -0.0298, -0.0192, -0.0434, -0.049, -0.0869, -0.074, -0.0663, -0.0663, -0.0657, -0.0629, -0.0738, -0.0021, -0.0002, 0.0084, -0.0155, -0.092, -0.0329, 0.0, 0.0057, 0.0328, 0.0237, 0.0404, 0.0708, 0.0465, 0.0598, 0.0598, 0.0397, 0.0595, 0.0846, 0.0821, 0.0923, -0.01, 0.0323, -0.0104, 0.0005, 0.0174, 0.0174, 0.0535, 0.0579, 0.0838, 0.0791, 0.076, 0.1294, 0.1251, 0.1427, 0.1661, 0.1625, 0.1494, 0.1288, 0.1709, 0.1726, 0.2025, 0.1955, 0.1831, 0.201, 0.1991, 0.1682, 0.2166, 0.3121, 0.3595, 0.3797, 0.4157, 0.3833, 0.4158, 0.3961, 0.3707, 0.3416, 0.3178, 0.1945, 0.1814, 0.1826, 0.202, 0.1901, 0.2182, 0.1867, 0.1973, 0.1867, 0.1867, 0.1895, 0.173, 0.1823, 0.1594, 0.182, 0.2294, 0.2626, 0.2446, 0.2981, 0.2965, 0.2893, 0.2746, 0.3401, 0.3811, 0.3579, 0.3823, 0.3597, 0.3564, 0.3446, 0.3544, 0.3813, 0.4005, 0.4164, 0.3105, 0.3595, 0.3794, 0.39, 0.4044, 0.3285, 0.3419, 0.361, 0.3601, 0.3488, 0.349, 0.3751, 0.3745, 0.3289, 0.3667, 0.3981, 0.4325, 0.4357, 0.5055, 0.4732, 0.518, 0.5688, 0.4443, 0.4228, 0.3255, 0.3473, 0.4661, 0.446, 0.3946, 0.3035, 0.3177, 0.2968, 0.2671, 0.2526, 0.1794, 0.1726, 0.2286, 0.2385, 0.2553, 0.2553, 0.2756, 0.2683, 0.2925]}
{"unit_id": "quote:1952428731974508800", "ticker_idx": 0, "ts": "2025-08-04T17:57:38+00:00", "symbol": "RDDT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$RDDT $200! Bollinger Band climb is just getting started.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long RDDT to $200; Bollinger Band climb just starting, Cup & Handle pattern forming.", "resolved_tickers": ["RDDT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "quote", "lang": "en", "tweet_text": "🔥 $RDDT $200!\n\n(W) BLUE Candle -> C&H Pattern\nBollinger Band climb is just getting started.\n\nAll rallies and patterns start with our exclusive (W) BLUE candles. Free Trial:\nhttps://t.co/XLFioz4ScQ https://t.co/V2cHUSigJp", "reply_text": null, "parent_text": null, "quoted_text": "🟩 $RDDT Despite a massive run-up, my portfolio is down due to market sell-off\n\nIt has completely left the Bollinger Band and it is showing a magnificent relative strength. I feel like it's just getting started\n\n230+ Daily BLUE Candle Alerts. Free Trial:\nhttps://t.co/XLFioz4ScQ https://t.co/e0UJWMxWFq", "parent_author": null, "ret_m1d": -0.06502773331877232, "ret_signed_m1d": -0.06502773331877232, "alpha_spy_m1d": -0.05005554292169423, "alpha_c_m1d": -0.04616678150160236, "bench_spy_m1d": -0.014972190397078089, "bench_c_m1d": -0.018860951817169958, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.013233536090599185, "ret_signed_p1d": -0.013233536090599185, "alpha_spy_p1d": -0.008163511973886317, "alpha_c_p1d": -0.005467194589276914, "bench_spy_p1d": -0.005070024116712868, "bench_c_p1d": -0.007766341501322271, "ret_p1w": 0.09412175857548744, "ret_signed_p1w": 0.09412175857548744, "alpha_spy_p1w": 0.0865960652713218, "alpha_c_p1w": 0.09393683888020421, "bench_spy_p1w": 0.007525693304165637, "bench_c_p1w": 0.0001849196952832255, "ret_p1m": 0.09070184154439875, "ret_signed_p1m": 0.09070184154439875, "alpha_spy_p1m": 0.07628412239919369, "alpha_c_p1m": 0.0625953335139271, "bench_spy_p1m": 0.014417719145205066, "bench_c_p1m": 0.028106508030471655, "ret_p3m": -0.03637984009581208, "ret_signed_p3m": -0.03637984009581208, "alpha_spy_p3m": -0.11646109345309597, "alpha_c_p3m": -0.09701864371895252, "bench_spy_p3m": 0.08008125335728389, "bench_c_p3m": 0.06063880362314045, "ret_p6m": -0.02706181405498176, "ret_signed_p6m": -0.02706181405498176, "alpha_spy_p6m": -0.135287836522067, "alpha_c_p6m": -0.11514851446479069, "bench_spy_p6m": 0.10822602246708524, "bench_c_p6m": 0.08808670040980893, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.09070184154439875, "alpha_spy_stated": 0.07628412239919369, "alpha_c_stated": 0.0625953335139271, "price_path": [-0.477, -0.4656, -0.4624, -0.4488, -0.4407, -0.3789, -0.437, -0.4388, -0.4648, -0.4764, -0.5249, -0.5127, -0.5006, -0.5006, -0.4815, -0.4774, -0.4596, -0.4432, -0.4443, -0.4505, -0.4141, -0.4437, -0.3988, -0.4175, -0.4197, -0.4299, -0.4241, -0.4143, -0.3745, -0.3366, -0.3004, -0.3004, -0.3103, -0.3352, -0.3022, -0.2978, -0.2865, -0.2912, -0.2537, -0.2455, -0.2102, -0.2217, -0.2217, -0.2398, -0.2766, -0.2781, -0.2912, -0.2784, -0.2745, -0.2823, -0.2847, -0.2936, -0.2653, -0.2749, -0.2774, -0.2759, -0.2658, -0.2582, -0.2486, -0.2821, -0.2599, -0.2041, -0.065, 0.0, -0.0132, 0.0548, 0.0499, 0.0678, 0.0941, 0.1103, 0.1636, 0.2067, 0.2217, 0.1983, 0.1309, 0.0823, 0.0837, 0.0771, 0.0891, 0.0876, 0.0463, 0.1179, 0.1156, 0.1156, 0.0907, 0.106, 0.1504, 0.1895, 0.1399, 0.1905, 0.2839, 0.2913, 0.2604, 0.3067, 0.3217, 0.3207, 0.3417, 0.3109, 0.2766, 0.1769, 0.1682, 0.1536, 0.1901, 0.1993, 0.1399, 0.0042, -0.0042, 0.027, 0.0093, 0.0206, 0.0026, 0.0493, -0.0159, 0.0095, -0.0268, -0.005, -0.0138, -0.0338, 0.0036, 0.0196, -0.0233, -0.0047, 0.0617, 0.0866, 0.0556, 0.0447, -0.0364, 0.0356, 0.016, -0.0693, -0.0272, -0.0898, -0.0356, 0.012, 0.032, 0.0053, -0.0612, -0.0419, -0.0704, -0.0796, -0.0693, -0.0985, -0.0906, -0.0335, 0.0829, 0.0287, 0.0287, 0.0729, 0.1073, 0.1041, 0.0946, 0.104, 0.1603, 0.1744, 0.1703, 0.1802, 0.1575, 0.1141, 0.083, 0.1102, 0.1268, 0.1466, 0.1558, 0.1556, 0.1193, 0.1194, 0.1194, 0.119, 0.163, 0.1566, 0.1393, 0.1393, 0.1989, 0.2096, 0.258, 0.2664, 0.2587, 0.2121, 0.2095, 0.2834, 0.2509, 0.1338, 0.145, 0.145, 0.117, 0.0415, 0.0633, 0.0849, 0.0588, -0.0271]}
{"unit_id": "thread:1927198905113989318", "ticker_idx": 0, "ts": "2025-05-27T03:03:19+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Network Effects, Planting Seeds for Future Growth!", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish PLTR: Enhans fellowship expands AIP adoption network and seeds future growth partnerships.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "self_thread", "lang": "en", "tweet_text": "🔥 $PLTR x Enhans Startup Fellowship Announced = Network Effects, Planting Seeds for Future Growth!\n\nEnhans Joins Palantir's Startup Fellowship as Korea's Sole AI-Native Startup. Enhans will collaborate closely with Palantir engineers to enhance its vertical AI agents built on the Large Action Model (LAM), by integrating them with Palantir's platforms, Foundry and the Artificial Intelligence Platform (AIP). At the end of the program in late June, Enhans will present its AIP-powered product in a showcase event attended by Palantir leadership, Fortune 50 executives, and global investors. Beyond technical integration, the collaboration is expected to help Enhans validate its global scalability and lay the groundwork for future strategic partnerships.\n\nSeunghyun Lee, CEO of Enhans, emphasized the strategic significance of the collaboration. \"This fellowship is not only a validation of our technology, but a global recognition of our capacity to drive disruptive innovation in enterprise AI,\" he said.\n\nHe continued, \"Through this collaboration with Palantir, we intend to present real-world AI use cases that redefine how commerce operates and establish a new global standard for execution-focused agent technologies.\"\n\n---\n\nhttps://t.co/vbUOXdb6yM", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.0006483656005382699, "ret_signed_m1d": -0.0006483656005382699, "alpha_spy_m1d": 0.01971876563750885, "alpha_c_m1d": 0.01971876563750885, "bench_spy_m1d": -0.02036713123804712, "bench_c_m1d": -0.02036713123804712, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.002998644528829475, "ret_signed_p1d": 0.002998644528829475, "alpha_spy_p1d": 0.00878409626982568, "alpha_c_p1d": 0.00878409626982568, "bench_spy_p1d": -0.005785451740996206, "bench_c_p1d": -0.005785451740996206, "ret_p1w": 0.07926087063517206, "ret_signed_p1w": 0.07926087063517206, "alpha_spy_p1w": 0.07090438621140449, "alpha_c_p1w": 0.07090438621140449, "bench_spy_p1w": 0.008356484423767574, "bench_c_p1w": 0.008356484423767574, "ret_p1m": 0.15811649731212074, "ret_signed_p1m": 0.15811649731212074, "alpha_spy_p1m": 0.12806517088917935, "alpha_c_p1m": 0.12806517088917935, "bench_spy_p1m": 0.030051326422941393, "bench_c_p1m": 0.030051326422941393, "ret_p3m": 0.286490041967544, "ret_signed_p3m": 0.286490041967544, "alpha_spy_p3m": 0.191644943650358, "alpha_c_p3m": 0.191644943650358, "bench_spy_p3m": 0.09484509831718602, "bench_c_p3m": 0.09484509831718602, "ret_p6m": 0.34062727115000624, "ret_signed_p6m": 0.34062727115000624, "alpha_spy_p6m": 0.21327990553713905, "alpha_c_p6m": 0.21327990553713905, "bench_spy_p6m": 0.1273473656128672, "bench_c_p6m": 0.1273473656128672, "ret_p1y": 0.08379930617584619, "ret_signed_p1y": 0.08379930617584619, "alpha_spy_p1y": -0.19632693366477416, "alpha_c_p1y": -0.19632693366477416, "bench_spy_p1y": 0.28012623984062035, "bench_c_p1y": 0.28012623984062035, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.15811649731212074, "alpha_spy_stated": 0.12806517088917935, "alpha_c_stated": 0.12806517088917935, "price_path": [-0.313, -0.3118, -0.3239, -0.316, -0.2696, -0.3479, -0.3119, -0.381, -0.3675, -0.3221, -0.3547, -0.3011, -0.2921, -0.3201, -0.3022, -0.2918, -0.2628, -0.2159, -0.2179, -0.2521, -0.2699, -0.3042, -0.316, -0.3137, -0.2913, -0.3225, -0.4002, -0.3692, -0.3734, -0.2543, -0.282, -0.2824, -0.2494, -0.2025, -0.2486, -0.24, -0.24, -0.2641, -0.2383, -0.1829, -0.1265, -0.086, -0.0708, -0.0592, -0.0401, -0.0583, 0.0072, 0.0031, -0.1178, -0.1046, -0.0344, -0.0494, -0.04, 0.0382, 0.055, 0.0383, 0.0497, 0.0238, 0.0178, -0.0228, -0.0089, -0.0006, -0.0006, 0.0, 0.003, -0.0087, 0.068, 0.0701, 0.0793, 0.0537, -0.0282, 0.0351, 0.0703, 0.0763, 0.1054, 0.0956, 0.1135, 0.146, 0.12, 0.1343, 0.1343, 0.1127, 0.134, 0.1608, 0.1581, 0.1691, 0.0596, 0.1048, 0.0591, 0.0708, 0.0889, 0.0889, 0.1275, 0.1323, 0.16, 0.1549, 0.1516, 0.2088, 0.2041, 0.223, 0.248, 0.2442, 0.2302, 0.2081, 0.2532, 0.255, 0.287, 0.2795, 0.2662, 0.2854, 0.2833, 0.2503, 0.3021, 0.4042, 0.4551, 0.4766, 0.5152, 0.4805, 0.5153, 0.4942, 0.4671, 0.4359, 0.4104, 0.2785, 0.2644, 0.2657, 0.2865, 0.2738, 0.3038, 0.2701, 0.2815, 0.27, 0.27, 0.2731, 0.2554, 0.2654, 0.2409, 0.2651, 0.3158, 0.3513, 0.332, 0.3893, 0.3876, 0.3799, 0.3642, 0.4342, 0.4782, 0.4534, 0.4795, 0.4552, 0.4517, 0.4391, 0.4496, 0.4784, 0.4989, 0.5159, 0.4026, 0.455, 0.4764, 0.4876, 0.5031, 0.4218, 0.4362, 0.4567, 0.4557, 0.4436, 0.4438, 0.4717, 0.471, 0.4222, 0.4627, 0.4963, 0.5332, 0.5366, 0.6112, 0.5767, 0.6247, 0.6791, 0.5458, 0.5228, 0.4187, 0.442, 0.5691, 0.5476, 0.4926, 0.3951, 0.4102, 0.3879, 0.3561, 0.3406]}
{"unit_id": "orig:1951879480001327231", "ticker_idx": 0, "ts": "2025-08-03T05:35:06+00:00", "symbol": "RDDT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Despite the rise of LLMs, I keep appending \"reddit\" in my search queries in hopes of finding useful but also community-backed answers to my questions", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish RDDT: human search behavior still defaults to Reddit for community-backed answers despite LLM rise.", "resolved_tickers": ["RDDT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "original", "lang": "en", "tweet_text": "$RDDT Despite the rise of LLMs, I keep appending “reddit” in my search queries in hopes of finding useful but also community-backed answers to my questions.\n\nI want to read their personal experiences and read through comments as well to verify the community sentiment.\n\nHumans need community, not just LLMs.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.06502773331877232, "ret_signed_m1d": -0.06502773331877232, "alpha_spy_m1d": -0.05005554292169423, "alpha_c_m1d": -0.04616678150160236, "bench_spy_m1d": -0.014972190397078089, "bench_c_m1d": -0.018860951817169958, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.013233536090599185, "ret_signed_p1d": -0.013233536090599185, "alpha_spy_p1d": -0.008163511973886317, "alpha_c_p1d": -0.005467194589276914, "bench_spy_p1d": -0.005070024116712868, "bench_c_p1d": -0.007766341501322271, "ret_p1w": 0.09412175857548744, "ret_signed_p1w": 0.09412175857548744, "alpha_spy_p1w": 0.0865960652713218, "alpha_c_p1w": 0.09393683888020421, "bench_spy_p1w": 0.007525693304165637, "bench_c_p1w": 0.0001849196952832255, "ret_p1m": 0.09070184154439875, "ret_signed_p1m": 0.09070184154439875, "alpha_spy_p1m": 0.07628412239919369, "alpha_c_p1m": 0.0625953335139271, "bench_spy_p1m": 0.014417719145205066, "bench_c_p1m": 0.028106508030471655, "ret_p3m": -0.03637984009581208, "ret_signed_p3m": -0.03637984009581208, "alpha_spy_p3m": -0.11646109345309597, "alpha_c_p3m": -0.09701864371895252, "bench_spy_p3m": 0.08008125335728389, "bench_c_p3m": 0.06063880362314045, "ret_p6m": -0.02706181405498176, "ret_signed_p6m": -0.02706181405498176, "alpha_spy_p6m": -0.135287836522067, "alpha_c_p6m": -0.11514851446479069, "bench_spy_p6m": 0.10822602246708524, "bench_c_p6m": 0.08808670040980893, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.09070184154439875, "alpha_spy_stated": 0.07628412239919369, "alpha_c_stated": 0.0625953335139271, "price_path": [-0.477, -0.4656, -0.4624, -0.4488, -0.4407, -0.3789, -0.437, -0.4388, -0.4648, -0.4764, -0.5249, -0.5127, -0.5006, -0.5006, -0.4815, -0.4774, -0.4596, -0.4432, -0.4443, -0.4505, -0.4141, -0.4437, -0.3988, -0.4175, -0.4197, -0.4299, -0.4241, -0.4143, -0.3745, -0.3366, -0.3004, -0.3004, -0.3103, -0.3352, -0.3022, -0.2978, -0.2865, -0.2912, -0.2537, -0.2455, -0.2102, -0.2217, -0.2217, -0.2398, -0.2766, -0.2781, -0.2912, -0.2784, -0.2745, -0.2823, -0.2847, -0.2936, -0.2653, -0.2749, -0.2774, -0.2759, -0.2658, -0.2582, -0.2486, -0.2821, -0.2599, -0.2041, -0.065, 0.0, -0.0132, 0.0548, 0.0499, 0.0678, 0.0941, 0.1103, 0.1636, 0.2067, 0.2217, 0.1983, 0.1309, 0.0823, 0.0837, 0.0771, 0.0891, 0.0876, 0.0463, 0.1179, 0.1156, 0.1156, 0.0907, 0.106, 0.1504, 0.1895, 0.1399, 0.1905, 0.2839, 0.2913, 0.2604, 0.3067, 0.3217, 0.3207, 0.3417, 0.3109, 0.2766, 0.1769, 0.1682, 0.1536, 0.1901, 0.1993, 0.1399, 0.0042, -0.0042, 0.027, 0.0093, 0.0206, 0.0026, 0.0493, -0.0159, 0.0095, -0.0268, -0.005, -0.0138, -0.0338, 0.0036, 0.0196, -0.0233, -0.0047, 0.0617, 0.0866, 0.0556, 0.0447, -0.0364, 0.0356, 0.016, -0.0693, -0.0272, -0.0898, -0.0356, 0.012, 0.032, 0.0053, -0.0612, -0.0419, -0.0704, -0.0796, -0.0693, -0.0985, -0.0906, -0.0335, 0.0829, 0.0287, 0.0287, 0.0729, 0.1073, 0.1041, 0.0946, 0.104, 0.1603, 0.1744, 0.1703, 0.1802, 0.1575, 0.1141, 0.083, 0.1102, 0.1268, 0.1466, 0.1558, 0.1556, 0.1193, 0.1194, 0.1194, 0.119, 0.163, 0.1566, 0.1393, 0.1393, 0.1989, 0.2096, 0.258, 0.2664, 0.2587, 0.2121, 0.2095, 0.2834, 0.2509, 0.1338, 0.145, 0.145, 0.117, 0.0415, 0.0633, 0.0849, 0.0588, -0.0271]}
{"unit_id": "quote:1954412397848080579", "ticker_idx": 0, "ts": "2025-08-10T05:20:01+00:00", "symbol": "RDDT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "A little pause before challenging ATH $230. 17.4% Revenue Beat & 136% EPS Beat: This Monster quarter is worthy of ATH challenge.", "tweet_type": "analysis", "timeline": "weeks", "summary": "Bullish RDDT toward ATH $230 on 17.4% revenue beat and 136% EPS beat.", "resolved_tickers": ["RDDT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "quote", "lang": "en", "tweet_text": "🟩 $RDDT A little pause before challenging ATH $230\n\n17.4% Revenue Beat & 136% EPS Beat: This Monster quarter is worthy of ATH challenge.\n\n230+ Daily Smart Candle Alerts. Free Trial:\nhttps://t.co/ZQDP5HCFyq https://t.co/sCams5tcTJ", "reply_text": null, "parent_text": null, "quoted_text": "🍵 $RDDT CUP & HANDLE. Bollinger Band Climb Initiated\n \nThe last two weekly BLUE candles have delivered 98.7% and 256% gains, respectively. You snooze, you lose! Don't miss out on these opportunities.\n\n230+ Daily Smart Candle Alerts. Free Trial:\nhttps://t.co/ZQDP5HCFyq https://t.co/COkHgZGzzr", "parent_author": null, "ret_m1d": -0.024054349076302328, "ret_signed_m1d": -0.024054349076302328, "alpha_spy_m1d": -0.026035865725011265, "alpha_c_m1d": -0.01897017618257424, "bench_spy_m1d": 0.0019815166487089364, "bench_c_m1d": -0.0050841728937280894, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.014813156387138982, "ret_signed_p1d": 0.014813156387138982, "alpha_spy_p1d": 0.004167077541622044, "alpha_c_p1d": -0.0043216008669035855, "bench_spy_p1d": 0.010646078845516938, "bench_c_p1d": 0.019134757254042567, "ret_p1w": 0.09517551305474936, "ret_signed_p1w": 0.09517551305474936, "alpha_spy_p1w": 0.08357016626895675, "alpha_c_p1w": 0.0709566543189164, "bench_spy_p1w": 0.011605346785792614, "bench_c_p1w": 0.02421885873583296, "ret_p1m": 0.08810870644730318, "ret_signed_p1m": 0.08810870644730318, "alpha_spy_p1m": 0.06544853660107819, "alpha_c_p1m": 0.020721045815968786, "bench_spy_p1m": 0.022660169846224987, "bench_c_p1m": 0.06738766063133439, "ret_p3m": -0.16810872303670021, "ret_signed_p3m": -0.16810872303670021, "alpha_spy_p3m": -0.2251103940164334, "alpha_c_p3m": -0.21074136410509126, "bench_spy_p3m": 0.05700167097973319, "bench_c_p3m": 0.04263264106839104, "ret_p6m": -0.2506908101376699, "ret_signed_p6m": -0.2506908101376699, "alpha_spy_p6m": -0.34121300028078183, "alpha_c_p6m": -0.34639344683065154, "bench_spy_p6m": 0.09052219014311191, "bench_c_p6m": 0.09570263669298162, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.08810870644730318, "alpha_spy_stated": 0.06544853660107819, "alpha_c_stated": 0.020721045815968786, "price_path": [-0.4323, -0.4854, -0.4871, -0.5108, -0.5214, -0.5658, -0.5546, -0.5436, -0.5436, -0.5261, -0.5224, -0.5061, -0.4911, -0.4921, -0.4978, -0.4645, -0.4916, -0.4506, -0.4676, -0.4696, -0.4789, -0.4736, -0.4646, -0.4283, -0.3937, -0.3605, -0.3605, -0.3696, -0.3923, -0.3622, -0.3582, -0.3479, -0.3522, -0.3179, -0.3104, -0.2782, -0.2887, -0.2887, -0.3052, -0.3388, -0.3402, -0.3522, -0.3405, -0.3369, -0.3441, -0.3463, -0.3544, -0.3285, -0.3373, -0.3395, -0.3382, -0.329, -0.322, -0.3133, -0.3438, -0.3235, -0.2725, -0.1455, -0.086, -0.0981, -0.036, -0.0405, -0.0241, 0.0, 0.0148, 0.0635, 0.1029, 0.1166, 0.0952, 0.0337, -0.0108, -0.0095, -0.0156, -0.0046, -0.006, -0.0437, 0.0217, 0.0196, 0.0196, -0.0031, 0.0108, 0.0515, 0.0872, 0.0418, 0.0881, 0.1734, 0.1802, 0.1519, 0.1943, 0.208, 0.2071, 0.2263, 0.1981, 0.1667, 0.0757, 0.0677, 0.0544, 0.0877, 0.0962, 0.0419, -0.0822, -0.0898, -0.0614, -0.0776, -0.0672, -0.0836, -0.041, -0.1006, -0.0773, -0.1105, -0.0906, -0.0987, -0.1169, -0.0828, -0.0681, -0.1074, -0.0903, -0.0297, -0.0068, -0.0352, -0.0452, -0.1193, -0.0535, -0.0714, -0.1494, -0.1109, -0.1681, -0.1186, -0.075, -0.0568, -0.0812, -0.1419, -0.1243, -0.1504, -0.1588, -0.1494, -0.1761, -0.1688, -0.1166, -0.0103, -0.0598, -0.0598, -0.0194, 0.012, 0.0091, 0.0004, 0.0091, 0.0605, 0.0734, 0.0696, 0.0786, 0.0579, 0.0183, -0.0102, 0.0147, 0.0299, 0.048, 0.0564, 0.0562, 0.023, 0.0231, 0.0231, 0.0227, 0.063, 0.0571, 0.0413, 0.0413, 0.0958, 0.1055, 0.1498, 0.1574, 0.1504, 0.1079, 0.1054, 0.173, 0.1433, 0.0362, 0.0465, 0.0465, 0.0209, -0.0481, -0.0281, -0.0085, -0.0323, -0.1108, -0.1251, -0.1391, -0.1834, -0.1975, -0.2507]}
{"unit_id": "quote:1951403078521168335", "ticker_idx": 0, "ts": "2025-08-01T22:02:03+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$PLTR's Army contracts have been consolidated into a massive $10B single contract. This is expected to accelerate the Army's adoption of Palantir's platform.", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Shares bullish news of $10B Army contract consolidation expected to accelerate PLTR platform adoption.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "🚨 $PLTR's Army contracts have been consolidated into a massive $10B single contract. This is expected to accelerate the Army's adoption of Palantir's platform.\n\n\"Palantir USG Inc. was awarded a firm-fixed-price contract transitioning existing contracts in which Palantir is currently a prime or subcontractor to this enterprise agreement. The amount of this action is $10,000,000,000. Bids were solicited via the internet with one received. Work locations and funding will be determined with each order, with an estimated completion date of July 31, 2035. Army Contracting Command, Rock Island Arsenal, Illinois, is the contracting activity (W519TC-25-D-0039). (Awarded July 31, 2025)\"", "reply_text": null, "parent_text": null, "quoted_text": "$PLTR valuation makes ZERO sense \n\nBut then why do institutions keep buying it?\nWhat do they know that you don't?\n\nI work in BIG DATA analytics and let me share the secrets of Palantir in the most basic way\n\nPalantir has monopoly on Automated Governance, serving as the ultimate https://t.co/XGLRmO7rq8", "parent_author": null, "ret_m1d": -0.039773429876719724, "ret_signed_m1d": -0.039773429876719724, "alpha_spy_m1d": -0.024801239479641635, "alpha_c_m1d": -0.024801239479641635, "bench_spy_m1d": -0.014972190397078089, "bench_c_m1d": -0.014972190397078089, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.07848873598230566, "ret_signed_p1d": 0.07848873598230566, "alpha_spy_p1d": 0.08355876009901853, "alpha_c_p1d": 0.08355876009901853, "bench_spy_p1d": -0.005070024116712868, "bench_c_p1d": -0.005070024116712868, "ret_p1w": 0.13705955752361998, "ret_signed_p1w": 0.13705955752361998, "alpha_spy_p1w": 0.12953386421945434, "alpha_c_p1w": 0.12953386421945434, "bench_spy_p1w": 0.007525693304165637, "bench_c_p1w": 0.007525693304165637, "ret_p1m": -0.022220884120773277, "ret_signed_p1m": -0.022220884120773277, "alpha_spy_p1m": -0.03663860326597834, "alpha_c_p1m": -0.03663860326597834, "bench_spy_p1m": 0.014417719145205066, "bench_c_p1m": 0.014417719145205066, "ret_p3m": 0.21094235414636175, "ret_signed_p3m": 0.21094235414636175, "alpha_spy_p3m": 0.13086110078907787, "alpha_c_p3m": 0.13086110078907787, "bench_spy_p3m": 0.08008125335728389, "bench_c_p3m": 0.08008125335728389, "ret_p6m": 0.03137055378594811, "ret_signed_p6m": 0.03137055378594811, "alpha_spy_p6m": -0.07685546868113713, "alpha_c_p6m": -0.07685546868113713, "bench_spy_p6m": 0.10822602246708524, "bench_c_p6m": 0.10822602246708524, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.022220884120773277, "alpha_spy_stated": -0.03663860326597834, "alpha_c_stated": -0.03663860326597834, "price_path": [-0.3123, -0.2584, -0.2699, -0.2627, -0.2027, -0.1897, -0.2025, -0.1938, -0.2137, -0.2183, -0.2495, -0.2388, -0.2325, -0.2325, -0.232, -0.2297, -0.2386, -0.1798, -0.1781, -0.1711, -0.1908, -0.2536, -0.205, -0.178, -0.1733, -0.1511, -0.1585, -0.1448, -0.1198, -0.1398, -0.1288, -0.1288, -0.1454, -0.1291, -0.1085, -0.1105, -0.1021, -0.1862, -0.1515, -0.1866, -0.1776, -0.1637, -0.1637, -0.1341, -0.1304, -0.1091, -0.113, -0.1155, -0.0716, -0.0752, -0.0607, -0.0415, -0.0444, -0.0552, -0.0721, -0.0375, -0.0361, -0.0116, -0.0173, -0.0275, -0.0128, -0.0144, -0.0398, 0.0, 0.0785, 0.1175, 0.1341, 0.1637, 0.1371, 0.1638, 0.1476, 0.1267, 0.1028, 0.0832, -0.0181, -0.0289, -0.0279, -0.012, -0.0217, 0.0013, -0.0245, -0.0158, -0.0246, -0.0246, -0.0222, -0.0359, -0.0281, -0.047, -0.0284, 0.0106, 0.0378, 0.023, 0.067, 0.0657, 0.0598, 0.0477, 0.1015, 0.1353, 0.1162, 0.1363, 0.1176, 0.1149, 0.1053, 0.1133, 0.1354, 0.1512, 0.1643, 0.0772, 0.1175, 0.1339, 0.1425, 0.1544, 0.092, 0.103, 0.1188, 0.118, 0.1087, 0.1089, 0.1303, 0.1298, 0.0923, 0.1234, 0.1492, 0.1775, 0.1801, 0.2375, 0.2109, 0.2478, 0.2896, 0.1872, 0.1696, 0.0896, 0.1075, 0.2051, 0.1886, 0.1463, 0.0715, 0.0831, 0.0659, 0.0415, 0.0296, -0.0306, -0.0362, 0.0099, 0.018, 0.0318, 0.0318, 0.0485, 0.0425, 0.0624, 0.096, 0.1074, 0.1313, 0.1297, 0.1318, 0.1696, 0.1673, 0.1426, 0.1406, 0.1686, 0.1035, 0.1558, 0.2037, 0.2074, 0.2083, 0.2086, 0.2086, 0.1746, 0.1464, 0.1256, 0.1064, 0.1064, 0.0448, 0.0833, 0.1186, 0.1308, 0.1008, 0.1048, 0.1167, 0.1139, 0.1104, 0.1021, 0.0641, 0.0641, 0.049, 0.0291, 0.0326, 0.0556, 0.0424, 0.0314]}
{"unit_id": "quote:1947840130129289714", "ticker_idx": 0, "ts": "2025-07-23T02:04:10+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Right on time? Today's (July 22nd) Contracts… Sounds like Deloitte's Enterprise Operating System powered by Foundry.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish PLTR: new $25M Deloitte DoD contract seen as a direct win for Palantir's Foundry/AIP platform via the Deloitte-Palantir EOS.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "$PLTR Right on time? Today's (July 22nd) Contracts\n\nDeloitte was awarded a $25,009,233 firm-fixed-price contract for Secretary of the Air Force, Financial Management and Comptroller Chief, financial improvement and audit remediation services. This contract provides for day-to-day implementation of the financial improvement and audit readiness program and compliance with annual statements and audit mandates as required by the Chief Financial Officers Act of 1990 and the National Defense Authorization Act for fiscal 2024.\n\nSounds like Deloitte's Enterprise Operating System powered by Foundry.", "reply_text": null, "parent_text": null, "quoted_text": "🚨 $PLTR \"Deloitte have already developed a Deloitte-Palantir Enterprise Operating System (EOS), which combines Deloitte’s IP and domain expertise with Palantir’s Foundry and AIP platforms.\"\n\n\"Deloitte says clients are already using the EOS for grants management, audit readiness, https://t.co/RtniFV8SGk", "parent_author": null, "ret_m1d": -0.035956783179354024, "ret_signed_m1d": -0.035956783179354024, "alpha_spy_m1d": -0.027521169912322674, "alpha_c_m1d": -0.027521169912322674, "bench_spy_m1d": -0.00843561326703135, "bench_c_m1d": -0.00843561326703135, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0014873939098261069, "ret_signed_p1d": 0.0014873939098261069, "alpha_spy_p1d": 0.0011563642265248752, "alpha_c_p1d": 0.0011563642265248752, "bench_spy_p1d": 0.0003310296833012316, "bench_c_p1d": 0.0003310296833012316, "ret_p1w": 0.02573883206273786, "ret_signed_p1w": 0.02573883206273786, "alpha_spy_p1w": 0.02534465180199308, "alpha_c_p1w": 0.02534465180199308, "bench_spy_p1w": 0.00039418026074478085, "bench_c_p1w": 0.00039418026074478085, "ret_p1m": 0.010023848826386628, "ret_signed_p1m": 0.010023848826386628, "alpha_spy_p1m": 0.007910980353957209, "alpha_c_p1m": 0.007910980353957209, "bench_spy_p1m": 0.002112868472429419, "bench_c_p1m": 0.002112868472429419, "ret_p3m": 0.1743516174335631, "ret_signed_p3m": 0.1743516174335631, "alpha_spy_p3m": 0.11293481038903352, "alpha_c_p3m": 0.11293481038903352, "bench_spy_p3m": 0.061416807044529564, "bench_c_p3m": 0.061416807044529564, "ret_p6m": 0.1451206216957217, "ret_signed_p6m": 0.1451206216957217, "alpha_spy_p6m": 0.04736060868028069, "alpha_c_p6m": 0.04736060868028069, "bench_spy_p6m": 0.09776001301544102, "bench_c_p6m": 0.09776001301544102, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.010023848826386628, "alpha_spy_stated": 0.007910980353957209, "alpha_c_stated": 0.007910980353957209, "price_path": [-0.2706, -0.2586, -0.2493, -0.234, -0.2485, -0.1963, -0.1996, -0.296, -0.2855, -0.2295, -0.2414, -0.2339, -0.1716, -0.1581, -0.1714, -0.1624, -0.183, -0.1878, -0.2202, -0.2091, -0.2025, -0.2025, -0.202, -0.1996, -0.209, -0.1478, -0.1461, -0.1388, -0.1592, -0.2245, -0.174, -0.146, -0.1411, -0.118, -0.1257, -0.1114, -0.0855, -0.1063, -0.0949, -0.0949, -0.1121, -0.0951, -0.0737, -0.0759, -0.0671, -0.1545, -0.1184, -0.1549, -0.1456, -0.1311, -0.1311, -0.1003, -0.0965, -0.0744, -0.0784, -0.081, -0.0354, -0.0391, -0.0241, -0.0041, -0.0072, -0.0184, -0.036, 0.0, 0.0015, 0.027, 0.021, 0.0104, 0.0257, 0.0241, -0.0023, 0.039, 0.1205, 0.1611, 0.1783, 0.2091, 0.1814, 0.2091, 0.1923, 0.1707, 0.1458, 0.1255, 0.0202, 0.0089, 0.01, 0.0266, 0.0164, 0.0404, 0.0135, 0.0226, 0.0135, 0.0135, 0.0159, 0.0017, 0.0098, -0.0098, 0.0095, 0.05, 0.0783, 0.0629, 0.1086, 0.1072, 0.1011, 0.0886, 0.1445, 0.1795, 0.1597, 0.1806, 0.1612, 0.1584, 0.1484, 0.1567, 0.1797, 0.1961, 0.2097, 0.1193, 0.161, 0.1781, 0.1871, 0.1994, 0.1346, 0.146, 0.1624, 0.1616, 0.1519, 0.1521, 0.1744, 0.1738, 0.1349, 0.1672, 0.194, 0.2234, 0.2262, 0.2857, 0.2582, 0.2964, 0.3398, 0.2335, 0.2152, 0.1321, 0.1507, 0.2521, 0.2349, 0.191, 0.1132, 0.1253, 0.1075, 0.0821, 0.0698, 0.0072, 0.0014, 0.0493, 0.0577, 0.072, 0.072, 0.0894, 0.0832, 0.1039, 0.1387, 0.1506, 0.1755, 0.1737, 0.176, 0.2152, 0.2128, 0.1872, 0.1851, 0.2142, 0.1465, 0.2009, 0.2506, 0.2545, 0.2554, 0.2557, 0.2557, 0.2204, 0.1911, 0.1695, 0.1495, 0.1495, 0.0856, 0.1255, 0.1622, 0.1749, 0.1438, 0.1478, 0.1603, 0.1573, 0.1537, 0.1451]}
{"unit_id": "orig:1926878165768487383", "ticker_idx": 0, "ts": "2025-05-26T05:48:49+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$RKLB will break above the ATH close of $31.57 next month", "tweet_type": "prediction", "timeline": "weeks", "summary": "RKLB to break above its ATH close of $31.57 within the next month.", "resolved_tickers": ["RKLB"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "original", "lang": "en", "tweet_text": "Next Mission: $RKLB will break above the ATH close of $31.57 next month", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.11613352315740744, "ret_signed_m1d": -0.11613352315740744, "alpha_spy_m1d": -0.09576639191936032, "alpha_c_m1d": -0.09882853167452288, "bench_spy_m1d": -0.02036713123804712, "bench_c_m1d": -0.017304991482884557, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.005910990088352719, "ret_signed_p1d": 0.005910990088352719, "alpha_spy_p1d": 0.011696441829348925, "alpha_c_p1d": 0.010865271779166963, "bench_spy_p1d": -0.005785451740996206, "bench_c_p1d": -0.004954281690814244, "ret_p1w": -0.07093188106023385, "ret_signed_p1w": -0.07093188106023385, "alpha_spy_p1w": -0.07928836548400142, "alpha_c_p1w": -0.0739325321622556, "bench_spy_p1w": 0.008356484423767574, "bench_c_p1w": 0.0030006511020217452, "ret_p1m": 0.12482608541963947, "ret_signed_p1m": 0.12482608541963947, "alpha_spy_p1m": 0.09477475899669807, "alpha_c_p1m": 0.11849290399929369, "bench_spy_p1m": 0.030051326422941393, "bench_c_p1m": 0.006333181420345779, "ret_p3m": 0.543115462966764, "ret_signed_p3m": 0.543115462966764, "alpha_spy_p3m": 0.44827036464957803, "alpha_c_p3m": 0.47127053580224465, "bench_spy_p3m": 0.09484509831718602, "bench_c_p3m": 0.0718449271645194, "ret_p6m": 0.5166897978004874, "ret_signed_p6m": 0.5166897978004874, "alpha_spy_p6m": 0.3893424321876202, "alpha_c_p6m": 0.4600247750248976, "bench_spy_p6m": 0.1273473656128672, "bench_c_p6m": 0.056665022775589824, "ret_p1y": 3.6088317801418617, "ret_signed_p1y": 3.6088317801418617, "alpha_spy_p1y": 3.3287055403012413, "alpha_c_p1y": 3.374710788965327, "bench_spy_p1y": 0.28012623984062035, "bench_c_p1y": 0.2341209911765345, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.12482608541963947, "alpha_spy_stated": 0.09477475899669807, "alpha_c_stated": 0.11849290399929369, "price_path": [-0.3105, -0.2876, -0.3512, -0.3395, -0.2907, -0.3512, -0.3463, -0.4047, -0.38, -0.3592, -0.3891, -0.346, -0.3359, -0.3748, -0.347, -0.3557, -0.3414, -0.2973, -0.2952, -0.3241, -0.3595, -0.3526, -0.3783, -0.3689, -0.3275, -0.378, -0.4308, -0.3908, -0.4026, -0.2841, -0.3175, -0.3175, -0.3348, -0.2674, -0.3055, -0.3136, -0.3136, -0.3515, -0.338, -0.2945, -0.2392, -0.2218, -0.2118, -0.2211, -0.2424, -0.2309, -0.2006, -0.2184, -0.2222, -0.225, -0.1968, -0.2869, -0.2608, -0.241, -0.161, -0.1231, -0.1109, -0.1029, -0.096, -0.1248, -0.1022, -0.1161, -0.1161, 0.0, 0.0059, -0.049, -0.0685, -0.0751, -0.0709, -0.0643, -0.0803, 0.0056, 0.0306, -0.0553, -0.0487, -0.0821, -0.1165, -0.0768, -0.0814, -0.0316, -0.0316, 0.0445, 0.1398, 0.1634, 0.1248, 0.2566, 0.2302, 0.2437, 0.1937, 0.2406, 0.2399, 0.2399, 0.3519, 0.347, 0.3609, 0.3595, 0.3571, 0.5024, 0.5508, 0.6582, 0.7848, 0.7869, 0.6408, 0.63, 0.709, 0.6735, 0.6492, 0.5685, 0.5226, 0.6147, 0.5967, 0.5581, 0.5487, 0.556, 0.5334, 0.5372, 0.5539, 0.5654, 0.5101, 0.4951, 0.4885, 0.5393, 0.5636, 0.4228, 0.4148, 0.444, 0.5431, 0.6419, 0.6735, 0.6081, 0.6659, 0.6898, 0.6898, 0.7145, 0.5136, 0.4948, 0.5939, 0.6596, 0.6353, 0.6054, 0.6839, 0.8547, 0.879, 0.6427, 0.6718, 0.6405, 0.6617, 0.7319, 0.8397, 0.693, 0.6213, 0.6085, 0.6346, 0.6659, 0.6679, 0.8244, 0.9527, 1.0341, 1.1387, 1.2709, 1.3095, 1.2344, 1.2747, 1.3654, 1.4086, 1.3296, 1.3042, 1.3418, 1.274, 1.1059, 1.2104, 1.2448, 1.2816, 1.2166, 1.3004, 1.1182, 1.1898, 1.1328, 0.967, 0.9618, 0.725, 0.7955, 0.8046, 0.7816, 0.7375, 0.5734, 0.5834, 0.5059, 0.4875, 0.5167]}
{"unit_id": "quote:1938076354454671767", "ticker_idx": 0, "ts": "2025-06-26T03:26:25+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Micron will be the biggest benefactor of the inevitable RoboTaxi from $TSLA and $GOOGL @Waymo", "tweet_type": "analysis", "timeline": "quarters", "summary": "Bullish MU as top automotive memory supplier and primary RoboTaxi beneficiary; record automotive revenue in 2024 with more expected in 2025.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU Did you know Micron is the top memory supplier for the Automotive Industry with ~40% Market Share)?\n\nMicron will be the biggest benefactor of the inevitable RoboTaxi from $TSLA and $GOOGL @Waymo\n\nThe automotive memory chip market was valued at USD 4.76 billion in 2023 and is projected to grow significantly, driven by demand for advanced driver-assistance systems (ADAS), infotainment, and autonomous vehicle technologies.\n\nIn 2024 Micron achieved record automotive revenue. In 2025 will be another record.", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": 0.00992064949241711, "ret_signed_m1d": 0.00992064949241711, "alpha_spy_m1d": 0.01768362155792136, "alpha_c_m1d": 0.017135688419591344, "bench_spy_m1d": -0.007762972065504248, "bench_c_m1d": -0.007215038927174233, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.009841259532637148, "ret_signed_p1d": -0.009841259532637148, "alpha_spy_p1d": -0.014809682683096792, "alpha_c_p1d": -0.014242418921685207, "bench_spy_p1d": 0.004968423150459644, "bench_c_p1d": 0.004401159389048059, "ret_p1w": -0.02944438863813137, "ret_signed_p1w": -0.02944438863813137, "alpha_spy_p1w": -0.05145887434198848, "alpha_c_p1w": -0.05260456088996601, "bench_spy_p1w": 0.022014485703857112, "bench_c_p1w": 0.023160172251834643, "ret_p1m": -0.11615297377005496, "ret_signed_p1m": -0.11615297377005496, "alpha_spy_p1m": -0.15738719454849648, "alpha_c_p1m": -0.15327409670677328, "bench_spy_p1m": 0.04123422077844152, "bench_c_p1m": 0.03712112293671832, "ret_p3m": 0.32195742379580516, "ret_signed_p3m": 0.32195742379580516, "alpha_spy_p3m": 0.2350456212240093, "alpha_c_p3m": 0.161423497883884, "bench_spy_p3m": 0.08691180257179587, "bench_c_p3m": 0.16053392591192117, "ret_p6m": 1.1137858419417523, "ret_signed_p6m": 1.1137858419417523, "alpha_spy_p6m": 0.9950946687445708, "alpha_c_p6m": 0.8286848481828666, "bench_spy_p6m": 0.11869117319718159, "bench_c_p6m": 0.28510099375888576, "ret_p1y": 7.655510030417643, "ret_signed_p1y": 7.655510030417643, "alpha_spy_p1y": 7.411401623946933, "alpha_c_p1y": 6.313830842281525, "bench_spy_p1y": 0.24410840647070997, "bench_c_p1y": 1.3416791881361183, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": 0.32195742379580516, "alpha_spy_stated": 0.2350456212240093, "alpha_c_stated": 0.161423497883884, "price_path": [-0.3104, -0.296, -0.2968, -0.41, -0.4863, -0.4574, -0.4798, -0.382, -0.444, -0.448, -0.4363, -0.4362, -0.4498, -0.454, -0.454, -0.4703, -0.4428, -0.4212, -0.3856, -0.3668, -0.3765, -0.3898, -0.3893, -0.3828, -0.3594, -0.3617, -0.361, -0.3443, -0.3242, -0.3186, -0.2675, -0.2307, -0.2435, -0.2425, -0.2222, -0.2171, -0.2214, -0.2394, -0.2474, -0.259, -0.259, -0.2351, -0.2367, -0.2317, -0.2503, -0.2208, -0.1885, -0.1806, -0.1564, -0.1384, -0.1194, -0.0941, -0.0791, -0.0779, -0.0825, -0.0489, -0.0449, -0.0332, -0.0332, -0.019, -0.0311, 0.0152, 0.0099, 0.0, -0.0098, -0.0218, -0.0406, -0.0338, -0.0294, -0.0294, -0.0474, -0.0116, -0.0289, -0.022, -0.0107, -0.0578, -0.0458, -0.0751, -0.1003, -0.0913, -0.1005, -0.1324, -0.1275, -0.1124, -0.1162, -0.1162, -0.1106, -0.0885, -0.133, -0.1668, -0.1439, -0.1336, -0.1359, -0.1113, -0.0555, -0.0172, 0.0148, -0.0128, -0.0047, -0.0398, -0.0185, -0.0304, -0.0689, -0.0802, -0.0652, -0.0752, -0.0745, -0.0646, -0.0308, -0.0546, -0.0546, -0.0588, -0.0569, -0.0133, 0.0436, 0.0443, 0.0743, 0.1122, 0.1961, 0.249, 0.2533, 0.2617, 0.271, 0.3417, 0.2927, 0.3077, 0.322, 0.2846, 0.2459, 0.2493, 0.302, 0.3292, 0.447, 0.4597, 0.4931, 0.5179, 0.476, 0.5623, 0.5288, 0.4435, 0.5323, 0.4869, 0.5257, 0.6099, 0.6087, 0.6436, 0.608, 0.5776, 0.6431, 0.741, 0.7496, 0.764, 0.8015, 0.7806, 0.7787, 0.8656, 0.7331, 0.8879, 0.8945, 0.8912, 1.0135, 0.9166, 0.9467, 0.8835, 0.962, 0.9232, 0.8163, 0.7958, 0.6007, 0.6484, 0.78, 0.7848, 0.8303, 0.8303, 0.8798, 0.9114, 0.9037, 0.8613, 0.8016, 0.8857, 0.9628, 1.0065, 1.0962, 1.0545, 0.9168, 0.8879, 0.8482, 0.7926, 0.9757, 1.1138]}
{"unit_id": "quote:1938076354454671767", "ticker_idx": 1, "ts": "2025-06-26T03:26:25+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "the inevitable RoboTaxi from $TSLA", "tweet_type": "analysis", "timeline": "quarters", "summary": "Bullish MU as top automotive memory supplier and primary RoboTaxi beneficiary; record automotive revenue in 2024 with more expected in 2025.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU Did you know Micron is the top memory supplier for the Automotive Industry with ~40% Market Share)?\n\nMicron will be the biggest benefactor of the inevitable RoboTaxi from $TSLA and $GOOGL @Waymo\n\nThe automotive memory chip market was valued at USD 4.76 billion in 2023 and is projected to grow significantly, driven by demand for advanced driver-assistance systems (ADAS), infotainment, and autonomous vehicle technologies.\n\nIn 2024 Micron achieved record automotive revenue. In 2025 will be another record.", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": 0.005433080668868717, "ret_signed_m1d": 0.005433080668868717, "alpha_spy_m1d": 0.013196052734372965, "alpha_c_m1d": 0.014548918102576636, "bench_spy_m1d": -0.007762972065504248, "bench_c_m1d": -0.009115837433707918, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.006599526995335614, "ret_signed_p1d": -0.006599526995335614, "alpha_spy_p1d": -0.011567950145795258, "alpha_c_p1d": -0.023249912315762122, "bench_spy_p1d": 0.004968423150459644, "bench_c_p1d": 0.01665038532042651, "ret_p1w": -0.032015448200818364, "ret_signed_p1w": -0.032015448200818364, "alpha_spy_p1w": -0.054029933904675476, "alpha_c_p1w": -0.06085134660607605, "bench_spy_p1w": 0.022014485703857112, "bench_c_p1w": 0.028835898405257687, "ret_p1m": -0.029836089560820622, "ret_signed_p1m": -0.029836089560820622, "alpha_spy_p1m": -0.07107031033926214, "alpha_c_p1m": -0.07569441617313688, "bench_spy_p1m": 0.04123422077844152, "bench_c_p1m": 0.04585832661231626, "ret_p3m": 0.3071705067812105, "ret_signed_p3m": 0.3071705067812105, "alpha_spy_p3m": 0.22025870420941462, "alpha_c_p3m": 0.19866557921550032, "bench_spy_p3m": 0.08691180257179587, "bench_c_p3m": 0.10850492756571017, "ret_p6m": 0.4770704586226773, "ret_signed_p6m": 0.4770704586226773, "alpha_spy_p6m": 0.3583792854254957, "alpha_c_p6m": 0.3416356908930851, "bench_spy_p6m": 0.11869117319718159, "bench_c_p6m": 0.13543476772959218, "ret_p1y": 0.2620479938518949, "ret_signed_p1y": 0.2620479938518949, "alpha_spy_p1y": 0.01793958738118495, "alpha_c_p1y": 0.15276372154654005, "bench_spy_p1y": 0.24410840647070997, "bench_c_p1y": 0.10928427230535487, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": 0.3071705067812105, "alpha_spy_stated": 0.22025870420941462, "alpha_c_stated": 0.19866557921550032, "price_path": [-0.2045, -0.1759, -0.1321, -0.1796, -0.2651, -0.2839, -0.319, -0.1645, -0.2252, -0.2255, -0.2254, -0.22, -0.2585, -0.2591, -0.2591, -0.3017, -0.2695, -0.2303, -0.2034, -0.1253, -0.1225, -0.1036, -0.1339, -0.1389, -0.1184, -0.1397, -0.1548, -0.1521, -0.1257, -0.0845, -0.0227, 0.0254, 0.0672, 0.0523, 0.0743, 0.0501, 0.0554, 0.0271, 0.0468, 0.0416, 0.0416, 0.1139, 0.0955, 0.1002, 0.0635, 0.0519, 0.0568, 0.0192, -0.1261, -0.0941, -0.0528, 0.001, 0.002, -0.0205, -0.0014, 0.0103, -0.0289, -0.0114, -0.0114, -0.0111, 0.0703, 0.0451, 0.0054, 0.0, -0.0066, -0.0249, -0.077, -0.0311, -0.032, -0.032, -0.0977, -0.0859, -0.0918, -0.0488, -0.0377, -0.0273, -0.046, -0.0126, -0.0196, 0.0119, 0.0083, 0.0194, 0.0208, -0.0629, -0.0298, -0.0006, -0.0141, -0.0207, -0.0537, -0.0711, -0.0507, -0.0524, -0.018, -0.0108, 0.0119, 0.0407, 0.0462, 0.0417, 0.0301, 0.0147, 0.0288, 0.0108, -0.0058, -0.0174, 0.0437, 0.0639, 0.0795, 0.0731, 0.062, 0.0248, 0.0248, 0.011, 0.0255, 0.0391, 0.0769, 0.0633, 0.065, 0.0676, 0.1321, 0.2154, 0.2586, 0.2942, 0.3072, 0.2795, 0.3078, 0.3328, 0.3072, 0.3592, 0.2996, 0.3518, 0.3605, 0.3651, 0.4103, 0.3383, 0.3194, 0.3913, 0.3294, 0.3466, 0.3369, 0.2692, 0.338, 0.3176, 0.3357, 0.3161, 0.3485, 0.3734, 0.3586, 0.3474, 0.3782, 0.3313, 0.3887, 0.4137, 0.4166, 0.3509, 0.4014, 0.4377, 0.3637, 0.4183, 0.3687, 0.3184, 0.3667, 0.3494, 0.3218, 0.2339, 0.2412, 0.2552, 0.2317, 0.2401, 0.2132, 0.2005, 0.2824, 0.2874, 0.3094, 0.3094, 0.3204, 0.3203, 0.3176, 0.3713, 0.3952, 0.3966, 0.3493, 0.3665, 0.3858, 0.3718, 0.4088, 0.459, 0.5037, 0.4343, 0.4837, 0.4771]}
{"unit_id": "quote:1938792922197217382", "ticker_idx": 0, "ts": "2025-06-28T02:53:48+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Micron will never be the same company again", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish MU: data center revenue structural transformation signals durable new growth trajectory.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU Data Center Revenue is on 🔥\n\nMicron will never be the same company again", "reply_text": null, "parent_text": null, "quoted_text": "Micron's datacenter revenue is on $20B+ annual run-rate now, ∼2x vs FY22. Accounts for 55% of revenue vs  35% in FY24 and 25% in FY23. Though NVDA drives 25-30% of Micron's DC revenue, looks like most of the incremental DC revenue in the latest quarter came from others. https://t.co/T9mb6DRMCR", "parent_author": null, "ret_m1d": 0.012251577573582306, "ret_signed_m1d": 0.012251577573582306, "alpha_spy_m1d": 0.017010005527461236, "alpha_c_m1d": 0.013900975108794511, "bench_spy_m1d": -0.00475842795387893, "bench_c_m1d": -0.0016493975352122048, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.019148057833288767, "ret_signed_p1d": -0.019148057833288767, "alpha_spy_p1d": -0.018824243819593134, "alpha_c_p1d": -0.008247281070891677, "bench_spy_p1d": -0.00032381401369563356, "bench_c_p1d": -0.01090077676239709, "ret_p1w": -0.02610236865156823, "ret_signed_p1w": -0.02610236865156823, "alpha_spy_p1w": -0.03068270888600888, "alpha_c_p1w": -0.029257914435192767, "bench_spy_p1w": 0.00458034023444065, "bench_c_p1w": 0.003155545783624536, "ret_p1m": -0.09074731539316061, "ret_signed_p1m": -0.09074731539316061, "alpha_spy_p1m": -0.1189256268459089, "alpha_c_p1m": -0.14101980188135, "bench_spy_p1m": 0.028178311452748295, "bench_c_p1m": 0.05027248648818938, "ret_p3m": 0.27365215551927835, "ret_signed_p3m": 0.27365215551927835, "alpha_spy_p3m": 0.20563503193059596, "alpha_c_p3m": 0.12240428957690064, "bench_spy_p3m": 0.0680171235886824, "bench_c_p3m": 0.1512478659423777, "ret_p6m": 1.2450567437536018, "ret_signed_p6m": 1.2450567437536018, "alpha_spy_p6m": 1.125196317381837, "alpha_c_p6m": 0.938795915671736, "bench_spy_p6m": 0.11986042637176486, "bench_c_p6m": 0.3062608280818657, "ret_p1y": 7.4842760758888325, "ret_signed_p1y": 7.4842760758888325, "alpha_spy_p1y": 7.2748483137812645, "alpha_c_p1y": 6.239900256939245, "bench_spy_p1y": 0.20942776210756775, "bench_c_p1y": 1.2443758189495866, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.09074731539316061, "alpha_spy_stated": -0.1189256268459089, "alpha_c_stated": -0.14101980188135, "price_path": [-0.2811, -0.3968, -0.4749, -0.4453, -0.4682, -0.3682, -0.4316, -0.4357, -0.4238, -0.4236, -0.4375, -0.4418, -0.4418, -0.4585, -0.4303, -0.4083, -0.3718, -0.3527, -0.3626, -0.3762, -0.3757, -0.369, -0.3451, -0.3475, -0.3468, -0.3297, -0.3091, -0.3034, -0.2512, -0.2135, -0.2266, -0.2256, -0.2049, -0.1996, -0.2041, -0.2224, -0.2306, -0.2424, -0.2424, -0.218, -0.2196, -0.2146, -0.2336, -0.2034, -0.1704, -0.1623, -0.1376, -0.1192, -0.0998, -0.0739, -0.0586, -0.0574, -0.0621, -0.0277, -0.0236, -0.0116, -0.0116, 0.0028, -0.0095, 0.0378, 0.0325, 0.0223, 0.0123, 0.0, -0.0191, -0.0123, -0.0078, -0.0078, -0.0261, 0.0104, -0.0073, -0.0002, 0.0113, -0.0367, -0.0246, -0.0544, -0.0802, -0.071, -0.0804, -0.113, -0.108, -0.0926, -0.0964, -0.0965, -0.0907, -0.0682, -0.1136, -0.1482, -0.1248, -0.1143, -0.1166, -0.0915, -0.0345, 0.0048, 0.0375, 0.0092, 0.0175, -0.0184, 0.0034, -0.0088, -0.0481, -0.0596, -0.0443, -0.0545, -0.0539, -0.0437, -0.0092, -0.0335, -0.0335, -0.0378, -0.0358, 0.0087, 0.0669, 0.0676, 0.0983, 0.137, 0.2228, 0.2769, 0.2813, 0.2898, 0.2993, 0.3716, 0.3216, 0.3369, 0.3515, 0.3133, 0.2737, 0.2772, 0.3311, 0.3588, 0.4793, 0.4923, 0.5264, 0.5518, 0.509, 0.5971, 0.5629, 0.4757, 0.5665, 0.5201, 0.5598, 0.6458, 0.6446, 0.6803, 0.6439, 0.6128, 0.6798, 0.7798, 0.7886, 0.8033, 0.8417, 0.8204, 0.8184, 0.9072, 0.7718, 0.93, 0.9367, 0.9334, 1.0584, 0.9593, 0.9901, 0.9255, 1.0058, 0.9662, 0.8569, 0.8359, 0.6364, 0.6852, 0.8197, 0.8246, 0.8712, 0.8712, 0.9217, 0.9541, 0.9462, 0.9029, 0.8418, 0.9277, 1.0065, 1.0512, 1.143, 1.1003, 0.9596, 0.93, 0.8894, 0.8326, 1.0198, 1.1609, 1.2477, 1.2451]}
{"unit_id": "quote:1944823256688812149", "ticker_idx": 0, "ts": "2025-07-14T18:16:12+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU AI GPUs cannot exist without HBM. \"In fiscal Q3, DRAM revenue reached a new record driven by a nearly 50% sequential growth in HBM revenue.\" \"We expect to reach HBM share similar to our overall DRAM share sometime in the second half of calendar 2025.\" Softening demand? lol", "tweet_type": "news_reaction", "timeline": "months", "summary": "Strongly bullish MU: endorses $200 PT/Buy, cites record DRAM/HBM revenue and upcoming HBM share gains, dismisses softening demand concerns.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU AI GPUs cannot exist without HBM.\n\n\"In fiscal Q3, DRAM revenue reached a new record driven by a nearly 50% sequential growth in HBM revenue.\"\n\n\"We expect to reach HBM share similar to our overall DRAM share sometime in the second half of calendar 2025.\"\n\nSoftening demand? lol https://t.co/Knm72Ufyyf", "reply_text": null, "parent_text": null, "quoted_text": "🚨 $MU Rosenblatt Securities Raises Micron’s Price Target to Street-High of $200, Reiterates Buy Rating\n\nOn June 26, Rosenblatt Securities raised the price target on MU from $172 to a Street-high of $200, reiterating a Buy rating on the stock.\n\nKevin Cassidy from Rosenblatt https://t.co/PNMxjB8jVW", "parent_author": null, "ret_m1d": 0.04991147535175533, "ret_signed_m1d": 0.04991147535175533, "alpha_spy_m1d": 0.05181612400215507, "alpha_c_m1d": 0.04230608650700507, "bench_spy_m1d": -0.0019046486503997428, "bench_c_m1d": 0.0076053888447502604, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.012646415130194155, "ret_signed_p1d": 0.012646415130194155, "alpha_spy_p1d": 0.016919726087889497, "alpha_c_p1d": -0.006560021527597604, "bench_spy_p1d": -0.004273310957695342, "bench_c_p1d": 0.01920643665779176, "ret_p1w": -0.0453586963348509, "ret_signed_p1w": -0.0453586963348509, "alpha_spy_p1w": -0.05169675942055951, "alpha_c_p1w": -0.06354875648807456, "bench_spy_p1w": 0.006338063085708612, "bench_c_p1w": 0.018190060153223664, "ret_p1m": 0.07705924886908444, "ret_signed_p1m": 0.07705924886908444, "alpha_spy_p1m": 0.04844250538369588, "alpha_c_p1m": 0.025257844095773585, "bench_spy_p1m": 0.028616743485388563, "bench_c_p1m": 0.051801404773310855, "ret_p3m": 0.6225481635604397, "ret_signed_p3m": 0.6225481635604397, "alpha_spy_p3m": 0.5453874728062822, "alpha_c_p3m": 0.41264361583081755, "bench_spy_p3m": 0.07716069075415755, "bench_c_p3m": 0.2099045477296222, "ret_p6m": 1.8984391511811607, "ret_signed_p6m": 1.8984391511811607, "alpha_spy_p6m": 1.7848559563375002, "alpha_c_p6m": 1.5356671996535114, "bench_spy_p6m": 0.11358319484366053, "bench_c_p6m": 0.3627719515276493, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.07705924886908444, "alpha_spy_stated": 0.04844250538369588, "alpha_c_stated": 0.025257844095773585, "price_path": [-0.416, -0.4205, -0.4205, -0.4378, -0.4086, -0.3857, -0.3479, -0.328, -0.3383, -0.3524, -0.3518, -0.3449, -0.3201, -0.3226, -0.3219, -0.3041, -0.2828, -0.2768, -0.2226, -0.1836, -0.1971, -0.196, -0.1745, -0.1691, -0.1737, -0.1927, -0.2012, -0.2135, -0.2135, -0.1882, -0.1899, -0.1846, -0.2044, -0.173, -0.1387, -0.1303, -0.1047, -0.0856, -0.0655, -0.0386, -0.0227, -0.0214, -0.0263, 0.0094, 0.0136, 0.0261, 0.0261, 0.0411, 0.0283, 0.0774, 0.0718, 0.0613, 0.0509, 0.0381, 0.0183, 0.0254, 0.0301, 0.0301, 0.011, 0.049, 0.0306, 0.0379, 0.0499, 0.0, 0.0126, -0.0184, -0.0451, -0.0356, -0.0454, -0.0792, -0.074, -0.058, -0.062, -0.0621, -0.0561, -0.0326, -0.0798, -0.1158, -0.0914, -0.0805, -0.0829, -0.0568, 0.0024, 0.0431, 0.0771, 0.0477, 0.0563, 0.0191, 0.0416, 0.029, -0.0118, -0.0238, -0.0078, -0.0185, -0.0178, -0.0073, 0.0286, 0.0034, 0.0034, -0.0011, 0.0009, 0.0472, 0.1076, 0.1083, 0.1402, 0.1803, 0.2695, 0.3256, 0.3302, 0.339, 0.3489, 0.4239, 0.372, 0.3879, 0.403, 0.3634, 0.3222, 0.3259, 0.3818, 0.4107, 0.5357, 0.5492, 0.5846, 0.611, 0.5665, 0.6581, 0.6225, 0.532, 0.6263, 0.5781, 0.6193, 0.7086, 0.7073, 0.7444, 0.7066, 0.6743, 0.7439, 0.8477, 0.8568, 0.8721, 0.9119, 0.8898, 0.8878, 0.98, 0.8394, 1.0036, 1.0106, 1.0072, 1.1369, 1.0341, 1.066, 0.999, 1.0823, 1.0412, 0.9277, 0.9059, 0.6988, 0.7494, 0.8891, 0.8942, 0.9425, 0.9425, 0.995, 1.0286, 1.0204, 0.9754, 0.9121, 1.0013, 1.0831, 1.1295, 1.2247, 1.1804, 1.0343, 1.0036, 0.9615, 0.9025, 1.0968, 1.2434, 1.3334, 1.3307, 1.4185, 1.4185, 1.4026, 1.4844, 1.4697, 1.4088, 1.4088, 1.662, 1.6344, 1.8984]}
{"unit_id": "quote:1940840685420306685", "ticker_idx": 0, "ts": "2025-07-03T18:30:53+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "he believe it's something increasingly hard to come by except for.... 🐐 Palantir", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Shares analyst view that PLTR is the only software company with durable growth rates, implying continued outperformance.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "$PLTR This is the analyst who said Palantir has durable growth rates.\n\nApparently, he is bullish about $IOT and he is questioning CEO's statement that it has 'durable growth' Why? Because he believe it's something increasingly hard to come by except for....  🐐 Palantir https://t.co/QjL5RqPmO4", "reply_text": null, "parent_text": null, "quoted_text": "🔥 $PLTR Analyst mentions Palantir as probably the ONLY software company with DURABLE GROWTH RATES during Samsara Inc. Investor Day 2025.\n\n\"you said our growth rates are durable. That seems to be increasingly hard to come by, also maybe outside of Palantir in software because a https://t.co/UvOdayAu7a", "parent_author": null, "ret_m1d": -0.016671669269041955, "ret_signed_m1d": -0.016671669269041955, "alpha_spy_m1d": -0.008851899758820614, "alpha_c_m1d": -0.008851899758820614, "bench_spy_m1d": -0.007819769510221342, "bench_c_m1d": -0.007819769510221342, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0, "ret_signed_p1d": 0.0, "alpha_spy_p1d": 0.0, "alpha_c_p1d": 0.0, "bench_spy_p1d": 0.0, "bench_c_p1d": 0.0, "ret_p1w": 0.06058350217826147, "ret_signed_p1w": 0.06058350217826147, "alpha_spy_p1w": 0.05981593318216727, "alpha_c_p1w": 0.05981593318216727, "bench_spy_p1w": 0.0007675689960942034, "bench_c_p1w": 0.0007675689960942034, "ret_p1m": 0.14818400991117175, "ret_signed_p1m": 0.14818400991117175, "alpha_spy_p1m": 0.15397294856890886, "alpha_c_p1m": 0.15397294856890886, "bench_spy_p1m": -0.005788938657737108, "bench_c_p1m": -0.005788938657737108, "ret_p3m": 0.357695722985067, "ret_signed_p3m": 0.357695722985067, "alpha_spy_p3m": 0.2894338917596537, "alpha_c_p3m": 0.2894338917596537, "bench_spy_p3m": 0.0682618312254133, "bench_c_p3m": 0.0682618312254133, "ret_p6m": 0.4045103145029929, "ret_signed_p6m": 0.4045103145029929, "alpha_spy_p6m": 0.29428343954203506, "alpha_c_p6m": 0.29428343954203506, "bench_spy_p6m": 0.11022687496095784, "bench_c_p6m": 0.11022687496095784, "ret_p1y": -0.11059839641893165, "ret_signed_p1y": -0.11059839641893165, "alpha_spy_p1y": -0.3141645428959252, "alpha_c_p1y": -0.3141645428959252, "bench_spy_p1y": 0.20356614647699356, "bench_c_p1y": 0.20356614647699356, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.14818400991117175, "alpha_spy_stated": 0.15397294856890886, "alpha_c_stated": 0.15397294856890886, "price_path": [-0.4207, -0.4245, -0.3152, -0.3407, -0.3409, -0.3107, -0.2676, -0.31, -0.302, -0.302, -0.3242, -0.3005, -0.2496, -0.1978, -0.1606, -0.1467, -0.1361, -0.1185, -0.1352, -0.075, -0.0788, -0.1898, -0.1777, -0.1132, -0.127, -0.1183, -0.0466, -0.0311, -0.0464, -0.036, -0.0598, -0.0653, -0.1026, -0.0898, -0.0822, -0.0822, -0.0816, -0.0789, -0.0896, -0.0192, -0.0173, -0.0089, -0.0324, -0.1075, -0.0494, -0.0171, -0.0115, 0.0151, 0.0062, 0.0226, 0.0525, 0.0286, 0.0417, 0.0417, 0.0219, 0.0414, 0.066, 0.0636, 0.0736, -0.0269, 0.0146, -0.0274, -0.0167, 0.0, 0.0, 0.0354, 0.0398, 0.0653, 0.0606, 0.0576, 0.1101, 0.1058, 0.1232, 0.1461, 0.1426, 0.1297, 0.1095, 0.1509, 0.1526, 0.1819, 0.1751, 0.1628, 0.1805, 0.1786, 0.1482, 0.1957, 0.2896, 0.3363, 0.3561, 0.3915, 0.3596, 0.3916, 0.3722, 0.3473, 0.3186, 0.2953, 0.1741, 0.1611, 0.1624, 0.1815, 0.1698, 0.1973, 0.1664, 0.1768, 0.1663, 0.1663, 0.1692, 0.1529, 0.1621, 0.1396, 0.1618, 0.2084, 0.241, 0.2233, 0.2759, 0.2743, 0.2672, 0.2528, 0.3171, 0.3575, 0.3347, 0.3587, 0.3364, 0.3331, 0.3216, 0.3312, 0.3577, 0.3765, 0.3922, 0.2881, 0.3362, 0.3558, 0.3662, 0.3804, 0.3057, 0.3189, 0.3377, 0.3369, 0.3257, 0.3259, 0.3515, 0.3509, 0.3061, 0.3433, 0.3741, 0.408, 0.4111, 0.4797, 0.448, 0.492, 0.542, 0.4196, 0.3985, 0.3028, 0.3243, 0.441, 0.4213, 0.3707, 0.2812, 0.2951, 0.2746, 0.2454, 0.2312, 0.1592, 0.1525, 0.2076, 0.2173, 0.2338, 0.2338, 0.2537, 0.2466, 0.2704, 0.3105, 0.3242, 0.3528, 0.3508, 0.3534, 0.3986, 0.3958, 0.3663, 0.3639, 0.3974, 0.3195, 0.382, 0.4393, 0.4437, 0.4448, 0.4451, 0.4451, 0.4045]}
{"unit_id": "thread:1945271007650177190", "ticker_idx": 0, "ts": "2025-07-15T23:55:24+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "🚨 $PLTR NATO Allies made a commitment to invest 5% of GDP annually (up from 2%) on core defence requirements and defence- and security-related spending by 2035", "tweet_type": "news_reaction", "timeline": "years", "summary": "Shares NATO 5% GDP defence spending commitment as bullish catalyst for PLTR.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "self_thread", "lang": "en", "tweet_text": "🚨 $PLTR NATO Allies made a commitment to invest 5% of GDP annually (up from 2%) on core defence requirements and defence- and security-related spending by 2035\n\nThey will allocate at least 3.5% of GDP annually based on the agreed definition of NATO defence expenditure by 2035 to resource core defence requirements and to meet the NATO Capability Targets. Allies agreed to submit annual plans showing a credible, incremental path to reach this goal. They will account for up to 1.5% of GDP annually to inter alia protect critical infrastructure, defend networks, ensure civil preparedness and resilience, innovate, and strengthen the defence industrial base. Previously, in 2014, NATO Heads of State and Government had agreed to commit 2% of their national GDP to defence spending, to help ensure the Alliance's continued military readiness. This decision was taken in response to Russia’s illegal annexation of Crimea, and amid broader instability in the Middle East. The 2014 Defence Investment Pledge built on an earlier commitment to meeting this 2% of GDP guideline, agreed in 2006 by NATO Defence Ministers. The 2% of GDP guideline was an important indicator of the political resolve of individual Allies to contribute to NATO’s common defence efforts.\n\nIn 2025, all Allies are expected to meet or exceed the pre-summit target of investing at least 2% of GDP in defence, compared to only three Allies in 2014.  Over the past decade, European Allies and Canada have steadily increased their collective investment in defence – from 1.43% of their combined GDP in 2014, to 2.02% in 2024, when they are investing a combined total of more than USD 485 billion (adjusted to 2021 prices) in defence.\n\nAs part of the 2014 Wales Defence Investment Pledge, NATO Allies had also agreed that at least 20% of defence expenditures should be devoted to spending on major equipment, including the associated research and development. This metric is perceived as a crucial indicator for the scale and pace of modernisation. Where expenditures fail to meet the 20% guideline, there is an increasing risk of equipment becoming obsolete, growing capability and interoperability gaps among Allies, and a weakening of the defence industrial and technological base.\n\n---\n\nhttps://t.co/Hp2galRI9i", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.015439677784857886, "ret_signed_m1d": -0.015439677784857886, "alpha_spy_m1d": -0.012107445770715097, "alpha_c_m1d": -0.012107445770715097, "bench_spy_m1d": -0.0033322320141427886, "bench_c_m1d": -0.0033322320141427886, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.02040952724347478, "ret_signed_p1d": 0.02040952724347478, "alpha_spy_p1d": 0.014289988832644651, "alpha_c_p1d": 0.014289988832644651, "bench_spy_p1d": 0.006119538410830128, "bench_c_p1d": 0.006119538410830128, "ret_p1w": 0.024650461403687318, "ret_signed_p1w": 0.024650461403687318, "alpha_spy_p1w": 0.008646533826595526, "alpha_c_p1w": 0.008646533826595526, "bench_spy_p1w": 0.016003927577091792, "bench_c_p1w": 0.016003927577091792, "ret_p1m": 0.19952289364307796, "ret_signed_p1m": 0.19952289364307796, "alpha_spy_p1m": 0.16631347354793746, "alpha_c_p1m": 0.16631347354793746, "bench_spy_p1m": 0.033209420095140496, "bench_c_p1m": 0.033209420095140496, "ret_p3m": 0.17427607457119976, "ret_signed_p3m": 0.17427607457119976, "alpha_spy_p3m": 0.10914164541538574, "alpha_c_p3m": 0.10914164541538574, "bench_spy_p3m": 0.06513442915581402, "bench_c_p3m": 0.06513442915581402, "ret_p6m": 0.17195677104577345, "ret_signed_p6m": 0.17195677104577345, "alpha_spy_p6m": 0.06102684045260931, "alpha_c_p6m": 0.06102684045260931, "bench_spy_p6m": 0.11092993059316414, "bench_c_p6m": 0.11092993059316414, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.3786, -0.3983, -0.3772, -0.3319, -0.2858, -0.2527, -0.2403, -0.2308, -0.2152, -0.23, -0.1765, -0.1798, -0.2786, -0.2679, -0.2105, -0.2227, -0.215, -0.1511, -0.1374, -0.151, -0.1417, -0.1629, -0.1678, -0.201, -0.1896, -0.1829, -0.1829, -0.1824, -0.1799, -0.1895, -0.1268, -0.125, -0.1176, -0.1385, -0.2054, -0.1537, -0.1249, -0.1199, -0.0962, -0.1042, -0.0895, -0.063, -0.0842, -0.0726, -0.0726, -0.0902, -0.0728, -0.0509, -0.0531, -0.0441, -0.1337, -0.0967, -0.1341, -0.1245, -0.1097, -0.1097, -0.0781, -0.0742, -0.0516, -0.0557, -0.0584, -0.0117, -0.0154, 0.0, 0.0204, 0.0173, 0.0058, -0.0122, 0.0247, 0.0262, 0.0523, 0.0462, 0.0353, 0.051, 0.0493, 0.0223, 0.0646, 0.1482, 0.1897, 0.2073, 0.2389, 0.2105, 0.239, 0.2217, 0.1995, 0.174, 0.1532, 0.0453, 0.0338, 0.0349, 0.0519, 0.0415, 0.066, 0.0385, 0.0478, 0.0384, 0.0384, 0.041, 0.0264, 0.0347, 0.0146, 0.0344, 0.0759, 0.1049, 0.0891, 0.136, 0.1345, 0.1282, 0.1154, 0.1727, 0.2086, 0.1883, 0.2097, 0.1898, 0.1869, 0.1767, 0.1852, 0.2088, 0.2256, 0.2395, 0.1468, 0.1896, 0.2071, 0.2164, 0.229, 0.1625, 0.1743, 0.191, 0.1902, 0.1803, 0.1805, 0.2033, 0.2028, 0.1629, 0.1959, 0.2234, 0.2536, 0.2564, 0.3174, 0.2892, 0.3284, 0.3729, 0.2639, 0.2451, 0.16, 0.179, 0.283, 0.2654, 0.2204, 0.1407, 0.1531, 0.1348, 0.1088, 0.0961, 0.032, 0.0261, 0.0751, 0.0838, 0.0985, 0.0985, 0.1162, 0.1099, 0.1311, 0.1668, 0.179, 0.2044, 0.2026, 0.205, 0.2452, 0.2427, 0.2164, 0.2143, 0.2441, 0.1748, 0.2305, 0.2814, 0.2854, 0.2864, 0.2867, 0.2867, 0.2505, 0.2205, 0.1983, 0.1779, 0.1779, 0.1123, 0.1533, 0.1908, 0.2039, 0.172]}
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{"unit_id": "thread:1948734950477594767", "ticker_idx": 0, "ts": "2025-07-25T13:19:52+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Piper Sandler Investment Bank sets a price target of $170 and initiated coverage of Palantir with an overweight rating", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Shares Piper Sandler initiation of PLTR at Overweight with $170 PT, shrugging off valuation concerns.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "self_thread", "lang": "en", "tweet_text": "🚨 BREAKING $PLTR Piper Sandler Investment Bank sets a price target of $170 and initiated coverage of Palantir with an overweight rating, shrugging off its lofty valuation https://t.co/kgNJPqWwSd\n\n---\n\nhttps://t.co/lcQnQ1CGTh", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.024811098020710243, "ret_signed_m1d": -0.024811098020710243, "alpha_spy_m1d": -0.020604432971656372, "alpha_c_m1d": -0.020604432971656372, "bench_spy_m1d": -0.00420666504905387, "bench_c_m1d": -0.00420666504905387, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.005793439239704878, "ret_signed_p1d": -0.005793439239704878, "alpha_spy_p1d": -0.005542370234958072, "alpha_c_p1d": -0.005542370234958072, "bench_spy_p1d": -0.0002510690047468067, "bench_c_p1d": -0.0002510690047468067, "ret_p1w": -0.02852644012746275, "ret_signed_p1w": -0.02852644012746275, "alpha_spy_p1w": -0.0043857484962842586, "alpha_c_p1w": -0.0043857484962842586, "bench_spy_p1w": -0.02414069163117849, "bench_c_p1w": -0.02414069163117849, "ret_p1m": -0.01026451417813401, "ret_signed_p1m": -0.01026451417813401, "alpha_spy_p1m": -0.01869324549991258, "alpha_c_p1m": -0.01869324549991258, "bench_spy_p1m": 0.008428731321778571, "bench_c_p1m": 0.008428731321778571, "ret_p3m": 0.10510076902181464, "ret_signed_p3m": 0.10510076902181464, "alpha_spy_p3m": 0.054007742240636425, "alpha_c_p3m": 0.054007742240636425, "bench_spy_p3m": 0.05109302678117822, "bench_c_p3m": 0.05109302678117822, "ret_p6m": 0.0765743288943519, "ret_signed_p6m": 0.0765743288943519, "alpha_spy_p6m": -0.015290386369471554, "alpha_c_p6m": -0.015290386369471554, "bench_spy_p6m": 0.09186471526382345, "bench_c_p6m": 0.09186471526382345, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.01026451417813401, "alpha_spy_stated": -0.01869324549991258, "alpha_c_stated": -0.01869324549991258, "price_path": [-0.269, -0.2542, -0.2683, -0.2174, -0.2206, -0.3145, -0.3043, -0.2497, -0.2613, -0.254, -0.1933, -0.1802, -0.1932, -0.1844, -0.2045, -0.2091, -0.2407, -0.2299, -0.2235, -0.2235, -0.223, -0.2207, -0.2297, -0.1702, -0.1685, -0.1614, -0.1813, -0.2449, -0.1957, -0.1684, -0.1637, -0.1411, -0.1487, -0.1348, -0.1095, -0.1297, -0.1186, -0.1186, -0.1354, -0.1189, -0.098, -0.1001, -0.0916, -0.1767, -0.1416, -0.1771, -0.168, -0.1539, -0.1539, -0.1239, -0.1202, -0.0987, -0.1026, -0.1052, -0.0608, -0.0644, -0.0497, -0.0303, -0.0332, -0.0441, -0.0613, -0.0263, -0.0248, 0.0, -0.0058, -0.0161, -0.0012, -0.0028, -0.0285, 0.0117, 0.0911, 0.1306, 0.1474, 0.1773, 0.1504, 0.1774, 0.161, 0.1399, 0.1157, 0.0959, -0.0066, -0.0176, -0.0165, -0.0004, -0.0103, 0.013, -0.0131, -0.0043, -0.0132, -0.0132, -0.0108, -0.0246, -0.0168, -0.0358, -0.017, 0.0224, 0.05, 0.035, 0.0795, 0.0781, 0.0722, 0.06, 0.1144, 0.1486, 0.1293, 0.1496, 0.1307, 0.128, 0.1182, 0.1263, 0.1487, 0.1647, 0.1779, 0.0899, 0.1305, 0.1472, 0.1559, 0.1679, 0.1048, 0.1159, 0.1319, 0.1311, 0.1217, 0.1219, 0.1435, 0.143, 0.1051, 0.1365, 0.1627, 0.1913, 0.194, 0.252, 0.2251, 0.2624, 0.3047, 0.2011, 0.1832, 0.1023, 0.1205, 0.2192, 0.2025, 0.1598, 0.084, 0.0958, 0.0784, 0.0537, 0.0417, -0.0192, -0.0249, 0.0217, 0.0299, 0.0439, 0.0439, 0.0608, 0.0547, 0.0749, 0.1088, 0.1204, 0.1446, 0.1429, 0.1451, 0.1833, 0.181, 0.156, 0.154, 0.1823, 0.1164, 0.1693, 0.2178, 0.2215, 0.2225, 0.2227, 0.2227, 0.1884, 0.1598, 0.1388, 0.1193, 0.1193, 0.0571, 0.096, 0.1317, 0.1441, 0.1137, 0.1177, 0.1298, 0.127, 0.1234, 0.1151, 0.0766, 0.0766]}
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{"unit_id": "quote:1951133574465261577", "ticker_idx": 0, "ts": "2025-08-01T04:11:09+00:00", "symbol": "RDDT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$230 ATH Challenge Incoming", "tweet_type": "prediction", "timeline": "days", "summary": "Bullish RDDT after-hours pop to $189.3, calling for a run at $230 ATH.", "resolved_tickers": ["RDDT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "quote", "lang": "en", "tweet_text": "🟦 $RDDT BOOM $189.3 AH. That 1-hr BLUE candle volume was hard to ignore.\n\n$230 ATH Challenge Incoming\n\n230+ Daily BLUE Candle Alerts. Free Trial: https://t.co/XLFioz4kni https://t.co/LMc9UStS5R", "reply_text": null, "parent_text": null, "quoted_text": "🟦 $RDDT Attempting an upper Bollinger Band climb with bullish sentiment ahead of earnings this afternoon. It was up as much as 9% today.\n\nThose with low conviction should consider trimming. Me? I am holding!\n\n230+ Daily Blue Candle Alerts. Free Trial:\nhttps://t.co/XLFioz4ScQ https://t.co/M3ODjDLSUn", "parent_author": null, "ret_m1d": -0.14869594541197317, "ret_signed_m1d": -0.14869594541197317, "alpha_spy_m1d": -0.16535948541294587, "alpha_c_m1d": -0.16085207772005572, "bench_spy_m1d": 0.0166635400009727, "bench_c_m1d": 0.012156132308082546, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.06955044083777406, "ret_signed_p1d": 0.06955044083777406, "alpha_spy_p1d": 0.05435067667770066, "alpha_c_p1d": 0.05032691502652198, "bench_spy_p1d": 0.015199764160073403, "bench_c_p1d": 0.019223525811252085, "ret_p1w": 0.14206956710384966, "ret_signed_p1w": 0.14206956710384966, "alpha_spy_p1w": 0.1172029466919835, "alpha_c_p1w": 0.1278404336483221, "bench_spy_p1w": 0.024866620411866158, "bench_c_p1w": 0.014229133455527565, "ret_p1m": 0.1931721933805619, "ret_signed_p1m": 0.1931721933805619, "alpha_spy_p1m": 0.1556472420920283, "alpha_c_p1m": 0.14351152756543994, "bench_spy_p1m": 0.037524951288533615, "bench_c_p1m": 0.04966066581512196, "ret_p3m": 0.11731342745130902, "ret_signed_p3m": 0.11731342745130902, "alpha_spy_p3m": 0.008621793118335885, "alpha_c_p3m": 0.01765678737587839, "bench_spy_p3m": 0.10869163433297313, "bench_c_p3m": 0.09965664007543062, "ret_p6m": 0.13247458425583192, "ret_signed_p6m": 0.13247458425583192, "alpha_spy_p6m": 0.011868467703660679, "alpha_c_p6m": 0.01521752672648291, "bench_spy_p6m": 0.12060611655217124, "bench_c_p6m": 0.11725705752934901, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": 0.14206956710384966, "alpha_spy_stated": 0.1172029466919835, "alpha_c_stated": 0.1278404336483221, "price_path": [-0.4169, -0.4406, -0.4284, -0.425, -0.4105, -0.4018, -0.3357, -0.3978, -0.3998, -0.4275, -0.44, -0.4919, -0.4788, -0.4659, -0.4659, -0.4454, -0.4411, -0.422, -0.4044, -0.4057, -0.4123, -0.3734, -0.405, -0.357, -0.377, -0.3793, -0.3902, -0.384, -0.3735, -0.331, -0.2905, -0.2517, -0.2517, -0.2624, -0.2889, -0.2537, -0.2489, -0.2369, -0.2419, -0.2018, -0.193, -0.1553, -0.1676, -0.1676, -0.187, -0.2263, -0.2279, -0.2419, -0.2282, -0.224, -0.2324, -0.235, -0.2445, -0.2142, -0.2245, -0.2271, -0.2255, -0.2147, -0.2066, -0.1964, -0.2321, -0.2084, -0.1487, 0.0, 0.0696, 0.0554, 0.1281, 0.1229, 0.1421, 0.1702, 0.1876, 0.2445, 0.2907, 0.3067, 0.2816, 0.2096, 0.1576, 0.1591, 0.152, 0.1648, 0.1632, 0.1191, 0.1956, 0.1932, 0.1932, 0.1666, 0.1829, 0.2304, 0.2723, 0.2191, 0.2733, 0.3731, 0.3811, 0.348, 0.3976, 0.4136, 0.4126, 0.4351, 0.402, 0.3654, 0.2587, 0.2494, 0.2338, 0.2728, 0.2828, 0.2192, 0.074, 0.0651, 0.0984, 0.0795, 0.0916, 0.0724, 0.1222, 0.0525, 0.0797, 0.0409, 0.0642, 0.0548, 0.0334, 0.0734, 0.0905, 0.0446, 0.0646, 0.1355, 0.1622, 0.129, 0.1173, 0.0306, 0.1077, 0.0866, -0.0046, 0.0404, -0.0265, 0.0315, 0.0824, 0.1037, 0.0752, 0.0041, 0.0248, -0.0058, -0.0156, -0.0046, -0.0358, -0.0274, 0.0337, 0.1582, 0.1003, 0.1003, 0.1475, 0.1843, 0.1809, 0.1707, 0.1808, 0.241, 0.2561, 0.2516, 0.2622, 0.238, 0.1916, 0.1583, 0.1874, 0.2052, 0.2264, 0.2362, 0.236, 0.1971, 0.1973, 0.1973, 0.1968, 0.2439, 0.2371, 0.2186, 0.2186, 0.2823, 0.2937, 0.3455, 0.3544, 0.3462, 0.2964, 0.2936, 0.3726, 0.3379, 0.2126, 0.2246, 0.2246, 0.1947, 0.1139, 0.1373, 0.1603, 0.1325]}
{"unit_id": "quote:1927826475409100821", "ticker_idx": 0, "ts": "2025-05-28T20:37:03+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$NVDA Data Center Q1 revenue: $39.1B, up 10% QoQ, 73% YoY 🚀", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Shares enthusiastic NVDA Q1 earnings recap highlighting 73% YoY data center growth, major partnerships, and product launches; durable-reading bullish endorsement.", "resolved_tickers": ["NVDA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$NVDA Data Center Q1 revenue: $39.1B, up 10% QoQ, 73% YoY 🚀\n\n- Building AI supercomputer factories in the U.S. with partners 🇺🇸\n- Introduced NVIDIA Blackwell Ultra & NVIDIA Dynamo for AI reasoning ⚡️\n- Partnered with HUMAIN to build AI factories in Saudi Arabia 🤝\n- Unveiled Stargate UAE, next-gen AI cluster in Abu Dhabi with G42, OpenAI, Oracle, SoftBank, Cisco 🌍\n- Plans with Foxconn & Taiwan gov to build AI factory supercomputer 🏭\n- NVIDIA RTX PRO™ Servers to speed enterprise AI factory transition 💻\n- NVLink Fusion™ for semi-custom AI infra with NVIDIA’s ecosystem 🔗\n- NVIDIA Spectrum-X™ & Quantum-X silicon photonics switches for massive GPU scaling 🌐\n- NVIDIA DGX SuperPOD™ with Blackwell Ultra GPUs for agentic AI reasoning 🖥️\n- Joint initiatives with Alphabet & Google for agentic AI, robotics, drug discovery 🤖\n- NVIDIA accelerated computing integrated with Oracle’s AI infra ☁️\n- Blackwell cloud instances now on AWS, Google Cloud, Microsoft Azure, Oracle Cloud 🚀\n- NVIDIA Blackwell sets MLPerf inference records with 30x higher throughput 📊\n- NVIDIA DGX Cloud Lepton™ connects devs to global compute ecosystem 🌐\n- Open Llama Nemotron models launched for advanced AI agent creation 🧠\n- NVIDIA AI Data Platform unveiled for customizable AI inference workloads 📈\n- Opened Japan research center with world’s largest quantum research supercomputer 🧪", "reply_text": null, "parent_text": null, "quoted_text": "$NVDA Q2 2026 Outlook: CRAZY HIGH 72% MARGIN \n\n-Revenue is expected to be $45.0 billion, plus or minus 2%. 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{"unit_id": "quote:1933393962976620753", "ticker_idx": 0, "ts": "2025-06-13T05:20:16+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "BULLISH FOR MICRON 🔥", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Author calls Samsung's failed Nvidia HBM3E test bullish for Micron as a beneficiary.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU Samsung reportedly fails third Nvidia HBM3E test; eyes re-certification in September\n\nBULLISH FOR MICRON 🔥 https://t.co/uERhzsYVsH", "reply_text": null, "parent_text": null, "quoted_text": "🚨 BREAKING: $MU and Trump Administration today announced Micron’s plans to expand its U.S. investments to approximately $150 billion in domestic memory manufacturing and $50 billion in R&D, creating an estimated 90,000 direct and indirect jobs. As part of today’s announcement, https://t.co/0hOhcc3FxB", "parent_author": null, "ret_m1d": 0.005017418596944712, "ret_signed_m1d": 0.005017418596944712, "alpha_spy_m1d": -0.006289049334714081, "alpha_c_m1d": -0.018952417468316662, "bench_spy_m1d": 0.011306467931658792, "bench_c_m1d": 0.023969836065261374, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03667825480735609, "ret_signed_p1d": 0.03667825480735609, "alpha_spy_p1d": 0.027163910303507066, "alpha_c_p1d": 0.01181335427100838, "bench_spy_p1d": 0.009514344503849026, "bench_c_p1d": 0.02486490053634771, "ret_p1w": 0.06920414950216469, "ret_signed_p1w": 0.06920414950216469, "alpha_spy_p1w": 0.07081733014179914, "alpha_c_p1w": 0.05644096373971719, "bench_spy_p1w": -0.0016131806396344484, "bench_c_p1w": 0.012763185762447504, "ret_p1m": 0.027003902752766207, "ret_signed_p1m": 0.027003902752766207, "alpha_spy_p1m": -0.02267304123617131, "alpha_c_p1m": -0.08323399571113921, "bench_spy_p1m": 0.049676943988937516, "bench_c_p1m": 0.11023789846390541, "ret_p3m": 0.21221261994367335, "ret_signed_p3m": 0.21221261994367335, "alpha_spy_p3m": 0.11650393963222161, "alpha_c_p3m": 0.04162231337039324, "bench_spy_p3m": 0.09570868031145174, "bench_c_p3m": 0.17059030657328011, "ret_p6m": 1.1393356766300773, "ret_signed_p6m": 1.1393356766300773, "alpha_spy_p6m": 0.9876573000620859, "alpha_c_p6m": 0.7052331008599038, "bench_spy_p6m": 0.15167837656799144, "bench_c_p6m": 0.4341025757701735, "ret_p1y": 8.227050926580443, "ret_signed_p1y": 8.227050926580443, "alpha_spy_p1y": 7.940154007060843, "alpha_c_p1y": 6.759339120663393, "bench_spy_p1y": 0.28689691951959984, "bench_c_p1y": 1.4677118059170504, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.027003902752766207, "alpha_spy_stated": -0.02267304123617131, "alpha_c_stated": -0.08323399571113921, "price_path": [-0.1212, -0.1183, -0.1102, -0.1817, -0.1625, -0.1864, -0.2041, -0.2124, -0.2359, -0.2484, -0.2326, -0.2336, -0.3569, -0.4401, -0.4086, -0.433, -0.3264, -0.394, -0.3984, -0.3856, -0.3855, -0.4003, -0.4048, -0.4048, -0.4227, -0.3926, -0.3691, -0.3303, -0.3099, -0.3204, -0.3349, -0.3343, -0.3272, -0.3017, -0.3043, -0.3035, -0.2853, -0.2634, -0.2573, -0.2016, -0.1615, -0.1754, -0.1743, -0.1522, -0.1466, -0.1514, -0.1709, -0.1797, -0.1923, -0.1923, -0.1663, -0.168, -0.1626, -0.1829, -0.1507, -0.1155, -0.1068, -0.0805, -0.0609, -0.0402, -0.0126, 0.0037, 0.005, 0.0, 0.0367, 0.041, 0.0538, 0.0538, 0.0692, 0.0561, 0.1065, 0.1008, 0.09, 0.0792, 0.0662, 0.0458, 0.0531, 0.0579, 0.0579, 0.0383, 0.0773, 0.0584, 0.066, 0.0783, 0.027, 0.04, 0.0081, -0.0193, -0.0095, -0.0196, -0.0543, -0.049, -0.0326, -0.0366, -0.0367, -0.0306, -0.0065, -0.055, -0.0919, -0.0669, -0.0557, -0.0581, -0.0314, 0.0294, 0.0712, 0.1061, 0.076, 0.0848, 0.0466, 0.0698, 0.0568, 0.0149, 0.0026, 0.019, 0.008, 0.0087, 0.0196, 0.0564, 0.0305, 0.0305, 0.0259, 0.028, 0.0755, 0.1375, 0.1383, 0.171, 0.2122, 0.3037, 0.3614, 0.3661, 0.3752, 0.3853, 0.4624, 0.409, 0.4254, 0.4409, 0.4002, 0.3579, 0.3617, 0.4192, 0.4488, 0.5772, 0.591, 0.6274, 0.6545, 0.6088, 0.7028, 0.6664, 0.5734, 0.6702, 0.6207, 0.663, 0.7547, 0.7534, 0.7915, 0.7527, 0.7196, 0.791, 0.8976, 0.907, 0.9226, 0.9635, 0.9408, 0.9388, 1.0335, 0.889, 1.0577, 1.0649, 1.0614, 1.1946, 1.089, 1.1218, 1.053, 1.1386, 1.0963, 0.9797, 0.9574, 0.7447, 0.7967, 0.9401, 0.9453, 0.995, 0.995, 1.0489, 1.0834, 1.075, 1.0288, 0.9637, 1.0553, 1.1393]}
{"unit_id": "quote:1938464627060576408", "ticker_idx": 0, "ts": "2025-06-27T05:09:16+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "This Nuclear Deal is Worth $100M… Analysts really need to redo their TAM assessment.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish PLTR on $100M nuclear deal and expanding TAM that analysts have underestimated.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "🔥 $PLTR This Nuclear Deal is Worth $100M\n\nWhat's next? Data Center Deal?\n\nAnalysts really need to redo their TAM assessment.", "reply_text": null, "parent_text": null, "quoted_text": "🚀 $PLTR Palantir Head of Defense @chairmang on Nuclear Partnership\n\n\"Why does it take over a decade to build a reactor in this country? It's not just regulation what's Downstream of that, right? It's all the paperwork that entails that that require sole crushing work for https://t.co/db696Qbwjo", "parent_author": null, "ret_m1d": 0.10333481672939304, "ret_signed_m1d": 0.10333481672939304, "alpha_spy_m1d": 0.10827867669156388, "alpha_c_m1d": 0.10827867669156388, "bench_spy_m1d": -0.004943859962170838, "bench_c_m1d": -0.004943859962170838, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.04268014071137882, "ret_signed_p1d": 0.04268014071137882, "alpha_spy_p1d": 0.03789896186241237, "alpha_c_p1d": 0.03789896186241237, "bench_spy_p1d": 0.00478117884896645, "bench_c_p1d": 0.00478117884896645, "ret_p1w": 0.027688503633853445, "ret_signed_p1w": 0.027688503633853445, "alpha_spy_p1w": 0.010726714426626316, "alpha_c_p1w": 0.010726714426626316, "bench_spy_p1w": 0.01696178920722713, "bench_c_p1w": 0.01696178920722713, "ret_p1m": 0.20758756500945297, "ret_signed_p1m": 0.20758756500945297, "alpha_spy_p1m": 0.17176118961390263, "alpha_c_p1m": 0.17176118961390263, "bench_spy_p1m": 0.035826375395550336, "bench_c_p1m": 0.035826375395550336, "ret_p3m": 0.3734128041472533, "ret_signed_p3m": 0.3734128041472533, "alpha_spy_p3m": 0.2953155328845758, "alpha_c_p3m": 0.2953155328845758, "bench_spy_p3m": 0.07809727126267751, "bench_c_p3m": 0.07809727126267751, "ret_p6m": 0.4837080279737451, "ret_signed_p6m": 0.4837080279737451, "alpha_spy_p6m": 0.3636127355797847, "alpha_c_p6m": 0.3636127355797847, "bench_spy_p6m": 0.12009529239396044, "bench_c_p6m": 0.12009529239396044, "ret_p1y": 0.019198366233563968, "ret_signed_p1y": 0.019198366233563968, "alpha_spy_p1y": -0.21137917981868926, "alpha_c_p1y": -0.21137917981868926, "bench_spy_p1y": 0.23057754605225322, "bench_c_p1y": 0.23057754605225322, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.20758756500945297, "alpha_spy_stated": 0.17176118961390263, "alpha_c_stated": 0.17176118961390263, "price_path": [-0.3523, -0.3311, -0.3606, -0.4339, -0.4046, -0.4086, -0.2962, -0.3224, -0.3227, -0.2916, -0.2474, -0.2909, -0.2827, -0.2827, -0.3055, -0.2811, -0.2289, -0.1756, -0.1374, -0.1231, -0.1121, -0.0941, -0.1112, -0.0494, -0.0533, -0.1674, -0.155, -0.0886, -0.1028, -0.0939, -0.0202, -0.0043, -0.02, -0.0093, -0.0337, -0.0394, -0.0777, -0.0646, -0.0568, -0.0568, -0.0562, -0.0534, -0.0644, 0.008, 0.0099, 0.0186, -0.0056, -0.0828, -0.0231, 0.0101, 0.0158, 0.0432, 0.034, 0.0509, 0.0816, 0.0571, 0.0705, 0.0705, 0.0502, 0.0702, 0.0955, 0.093, 0.1033, 0.0, 0.0427, -0.0005, 0.0106, 0.0277, 0.0277, 0.0641, 0.0686, 0.0948, 0.0899, 0.0869, 0.1408, 0.1365, 0.1543, 0.1778, 0.1742, 0.161, 0.1402, 0.1827, 0.1845, 0.2146, 0.2076, 0.195, 0.2132, 0.2112, 0.18, 0.2289, 0.3253, 0.3733, 0.3936, 0.43, 0.3973, 0.4301, 0.4102, 0.3846, 0.3551, 0.3311, 0.2066, 0.1933, 0.1946, 0.2142, 0.2022, 0.2305, 0.1987, 0.2094, 0.1986, 0.1986, 0.2015, 0.1848, 0.1943, 0.1711, 0.194, 0.2419, 0.2754, 0.2572, 0.3112, 0.3095, 0.3023, 0.2875, 0.3536, 0.3951, 0.3717, 0.3963, 0.3734, 0.37, 0.3582, 0.3681, 0.3953, 0.4146, 0.4307, 0.3238, 0.3732, 0.3934, 0.404, 0.4186, 0.3419, 0.3554, 0.3748, 0.3739, 0.3624, 0.3626, 0.3889, 0.3883, 0.3423, 0.3804, 0.4122, 0.447, 0.4502, 0.5207, 0.4881, 0.5333, 0.5847, 0.4589, 0.4372, 0.3389, 0.3609, 0.4809, 0.4606, 0.4087, 0.3167, 0.331, 0.3099, 0.2799, 0.2653, 0.1913, 0.1844, 0.241, 0.251, 0.2679, 0.2679, 0.2884, 0.2811, 0.3056, 0.3468, 0.3609, 0.3902, 0.3882, 0.3909, 0.4373, 0.4344, 0.4041, 0.4016, 0.4361, 0.3561, 0.4203, 0.4791, 0.4837]}
{"unit_id": "thread:1939843396946076071", "ticker_idx": 0, "ts": "2025-07-01T00:28:01+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "More government contracts incoming 🔥", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Bullish PLTR on Palantir-Accenture partnership expected to drive more federal government contracts.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "self_thread", "lang": "en", "tweet_text": "🚨 $PLTR Palantir, Accenture Partner to Implement More AI in Government Work.\n\nMore government contracts  incoming 🔥\n\nPalantir and Accenture are partnering to collaborate on their work with the federal government.\n\nAccenture's federal government-focused employees will be trained on the use of Palantir's artificial intelligence products.\n\n---\n\nhttps://t.co/kKkXfvETd9", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.04315897585356043, "ret_signed_m1d": 0.04315897585356043, "alpha_spy_m1d": 0.04283505695038459, "alpha_c_m1d": 0.04283505695038459, "bench_spy_m1d": 0.00032391890317584604, "bench_c_m1d": 0.00032391890317584604, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.011019303046480244, "ret_signed_p1d": 0.011019303046480244, "alpha_spy_p1d": 0.006485937101447403, "alpha_c_p1d": 0.006485937101447403, "bench_spy_p1d": 0.004533365945032841, "bench_c_p1d": 0.004533365945032841, "ret_p1w": 0.06910020312359144, "ret_signed_p1w": 0.06910020312359144, "alpha_spy_p1w": 0.06474478275738527, "alpha_c_p1w": 0.06474478275738527, "bench_spy_p1w": 0.004355420366206175, "bench_c_p1w": 0.004355420366206175, "ret_p1m": 0.2137282636972977, "ret_signed_p1m": 0.2137282636972977, "alpha_spy_p1m": 0.18651218181315676, "alpha_c_p1m": 0.18651218181315676, "bench_spy_p1m": 0.02721608188414093, "bench_c_p1m": 0.02721608188414093, "ret_p3m": 0.3588155592017228, "ret_signed_p3m": 0.3588155592017228, "alpha_spy_p3m": 0.28433189612454113, "alpha_c_p3m": 0.28433189612454113, "bench_spy_p3m": 0.07448366307718168, "bench_c_p3m": 0.07448366307718168, "ret_p6m": 0.48584335056310857, "ret_signed_p6m": 0.48584335056310857, "alpha_spy_p6m": 0.36167959986596365, "alpha_c_p6m": 0.36167959986596365, "bench_spy_p6m": 0.12416375069714491, "bench_c_p6m": 0.12416375069714491, "ret_p1y": -0.01691147519851144, "ret_signed_p1y": -0.01691147519851144, "alpha_spy_p1y": -0.23930947821149673, "alpha_c_p1y": -0.23930947821149673, "bench_spy_p1y": 0.2223980030129853, "bench_c_p1y": 0.2223980030129853, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.2137282636972977, "alpha_spy_stated": 0.18651218181315676, "alpha_c_stated": 0.18651218181315676, "price_path": [-0.3603, -0.4337, -0.4043, -0.4083, -0.2959, -0.3221, -0.3224, -0.2912, -0.247, -0.2906, -0.2824, -0.2824, -0.3052, -0.2808, -0.2285, -0.1752, -0.137, -0.1227, -0.1117, -0.0937, -0.1108, -0.049, -0.0529, -0.167, -0.1546, -0.0882, -0.1024, -0.0935, -0.0197, -0.0038, -0.0196, -0.0089, -0.0333, -0.039, -0.0773, -0.0642, -0.0564, -0.0564, -0.0558, -0.053, -0.064, 0.0084, 0.0104, 0.0191, -0.0051, -0.0824, -0.0227, 0.0106, 0.0163, 0.0437, 0.0345, 0.0514, 0.0821, 0.0575, 0.071, 0.071, 0.0507, 0.0707, 0.096, 0.0935, 0.1038, 0.0005, 0.0432, 0.0, 0.011, 0.0282, 0.0282, 0.0646, 0.0691, 0.0953, 0.0905, 0.0874, 0.1413, 0.137, 0.1548, 0.1784, 0.1748, 0.1615, 0.1407, 0.1833, 0.185, 0.2152, 0.2081, 0.1956, 0.2137, 0.2117, 0.1805, 0.2294, 0.3259, 0.3739, 0.3942, 0.4307, 0.3979, 0.4307, 0.4109, 0.3852, 0.3558, 0.3317, 0.2071, 0.1938, 0.1951, 0.2147, 0.2027, 0.231, 0.1993, 0.21, 0.1992, 0.1992, 0.2021, 0.1853, 0.1948, 0.1716, 0.1945, 0.2424, 0.2759, 0.2577, 0.3118, 0.3101, 0.3029, 0.2881, 0.3542, 0.3957, 0.3723, 0.3969, 0.374, 0.3707, 0.3588, 0.3687, 0.3959, 0.4153, 0.4314, 0.3244, 0.3738, 0.394, 0.4047, 0.4193, 0.3425, 0.3561, 0.3754, 0.3745, 0.363, 0.3633, 0.3896, 0.389, 0.3429, 0.3811, 0.4128, 0.4477, 0.4509, 0.5213, 0.4888, 0.5341, 0.5854, 0.4596, 0.4379, 0.3395, 0.3616, 0.4816, 0.4613, 0.4093, 0.3173, 0.3316, 0.3105, 0.2805, 0.2658, 0.1918, 0.185, 0.2416, 0.2515, 0.2685, 0.2685, 0.289, 0.2817, 0.3062, 0.3474, 0.3615, 0.3909, 0.3888, 0.3915, 0.4379, 0.4351, 0.4047, 0.4023, 0.4367, 0.3567, 0.421, 0.4798, 0.4844, 0.4855, 0.4858]}
{"unit_id": "thread:1929566652695486664", "ticker_idx": 0, "ts": "2025-06-02T15:51:54+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I strongly believe Palantir is poised to win more contracts as it perfectly rhymes with Efficiency.", "tweet_type": "analysis", "timeline": "months", "summary": "Bullish PLTR: Navy modernization push under new Secretary Phelan positions Palantir to win more defense contracts.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "self_thread", "lang": "en", "tweet_text": "🚨 $PLTR @USNavy To Pursue MODERNIZATION to eliminate WASTE and INEFFICIENCIES so the sea services can get more bang for their buck under new Navy Secretary, John Phelan\n\nI strongly believe Palantir is poised to win more contracts as it perfectly rhymes with Efficiency.\n\n“I intend to bring a huge focus to the Department of the Navy’s procurement and acquisition strategy. I will ensure we will receive the appropriate risk-adjusted rate of return on our investments.”\n\nPhelan cited underinvestment in workforce and manufacturing capacity, “gold-plated” requirements and bureaucratic decision-making as problems that have led to huge cost overruns, extremely late deliveries and maintenance issues.\n\n“In the coming weeks, I will review our acquisition systems and identify how we can streamline and reform them. I will work across the department and especially with industry, to find solutions. We will restore and maintain operational readiness and fiscal responsibility,”\n\nThe department needs to encourage more competition in the industrial base and expedite some of its acquisition processes to make things easier, he suggested.\n\n“It’s all about making the right investments in modernizing, but modernizing with an eye towards effectiveness and efficiency. We’ve got this new administration. We’ve got the DOGE in working with us, and they’re focused on effective consumption of commercial software. Are we doing the best job we can deliver in buying and utilizing the software that we have? So I think the Department of Defense spends like $5.2 billion on just software. And how can we make sure that we’re buying it effectively and getting the biggest bang for our buck … out of that consumption?” Navy Chief Information Officer Jane Rathbun said Tuesday at the Sea-Air-Space conference.\n\n---\n\nhttps://t.co/fcsP9u1UFr", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.0019690587704933593, "ret_signed_m1d": -0.0019690587704933593, "alpha_spy_m1d": 0.0036324142933874537, "alpha_c_m1d": 0.0036324142933874537, "bench_spy_m1d": -0.005601473063880813, "bench_c_m1d": -0.005601473063880813, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.008558050138367967, "ret_signed_p1d": 0.008558050138367967, "alpha_spy_p1d": 0.0028555978896700474, "alpha_c_p1d": 0.0028555978896700474, "bench_spy_p1d": 0.00570245224869792, "bench_c_p1d": 0.00570245224869792, "ret_p1w": 0.00015150161676835694, "ret_signed_p1w": 0.00015150161676835694, "alpha_spy_p1w": -0.011607822067048357, "alpha_c_p1w": -0.011607822067048357, "bench_spy_p1w": 0.011759323683816714, "bench_c_p1w": 0.011759323683816714, "ret_p1m": -0.010299914264645715, "ret_signed_p1m": -0.010299914264645715, "alpha_spy_p1m": -0.05545828607083958, "alpha_c_p1m": -0.05545828607083958, "bench_spy_p1m": 0.045158371806193864, "bench_c_p1m": 0.045158371806193864, "ret_p3m": 0.19751592818199337, "ret_signed_p3m": 0.19751592818199337, "alpha_spy_p3m": 0.09944394140556745, "alpha_c_p3m": 0.09944394140556745, "bench_spy_p3m": 0.09807198677642592, "bench_c_p3m": 0.09807198677642592, "ret_p6m": 0.23863989221312898, "ret_signed_p6m": 0.23863989221312898, "alpha_spy_p6m": 0.09323581831390904, "alpha_c_p6m": 0.09323581831390904, "bench_spy_p6m": 0.14540407389921994, "bench_c_p6m": 0.14540407389921994, "ret_p1y": 0.038700400410337066, "ret_signed_p1y": 0.038700400410337066, "alpha_spy_p1y": -0.2262474689549696, "alpha_c_p1y": -0.2262474689549696, "bench_spy_p1y": 0.2649478693653067, "bench_c_p1y": 0.2649478693653067, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.010299914264645715, "alpha_spy_stated": -0.05545828607083958, "alpha_c_stated": -0.05545828607083958, "price_path": [-0.3174, -0.3906, -0.3569, -0.4215, -0.4089, -0.3665, -0.397, -0.3469, -0.3385, -0.3647, -0.3479, -0.3382, -0.3111, -0.2673, -0.2692, -0.3011, -0.3177, -0.3498, -0.3608, -0.3587, -0.3377, -0.3669, -0.4395, -0.4105, -0.4144, -0.3032, -0.3291, -0.3294, -0.2985, -0.2548, -0.2979, -0.2898, -0.2898, -0.3123, -0.2882, -0.2364, -0.1837, -0.1459, -0.1317, -0.1209, -0.103, -0.12, -0.0588, -0.0626, -0.1756, -0.1633, -0.0976, -0.1116, -0.1028, -0.0298, -0.0141, -0.0297, -0.0191, -0.0432, -0.0488, -0.0868, -0.0738, -0.0661, -0.0661, -0.0655, -0.0627, -0.0736, -0.002, 0.0, 0.0086, -0.0154, -0.0919, -0.0327, 0.0002, 0.0058, 0.0329, 0.0239, 0.0406, 0.071, 0.0467, 0.06, 0.06, 0.0398, 0.0597, 0.0847, 0.0822, 0.0925, -0.0098, 0.0324, -0.0103, 0.0006, 0.0176, 0.0176, 0.0536, 0.0581, 0.084, 0.0792, 0.0762, 0.1296, 0.1253, 0.1429, 0.1662, 0.1627, 0.1496, 0.129, 0.1711, 0.1728, 0.2027, 0.1957, 0.1833, 0.2012, 0.1993, 0.1684, 0.2168, 0.3123, 0.3597, 0.3799, 0.4159, 0.3835, 0.416, 0.3963, 0.3709, 0.3418, 0.318, 0.1947, 0.1815, 0.1828, 0.2022, 0.1903, 0.2183, 0.1869, 0.1975, 0.1868, 0.1868, 0.1897, 0.1731, 0.1825, 0.1596, 0.1822, 0.2296, 0.2628, 0.2448, 0.2983, 0.2967, 0.2895, 0.2748, 0.3403, 0.3813, 0.3581, 0.3825, 0.3599, 0.3566, 0.3448, 0.3546, 0.3816, 0.4007, 0.4166, 0.3107, 0.3597, 0.3797, 0.3902, 0.4047, 0.3287, 0.3421, 0.3613, 0.3603, 0.349, 0.3492, 0.3753, 0.3747, 0.3291, 0.3669, 0.3983, 0.4327, 0.4359, 0.5057, 0.4734, 0.5183, 0.5691, 0.4446, 0.4231, 0.3257, 0.3475, 0.4663, 0.4462, 0.3948, 0.3037, 0.3179, 0.297, 0.2673, 0.2528, 0.1795, 0.1728, 0.2288, 0.2386]}
{"unit_id": "quote:1945351843946881099", "ticker_idx": 0, "ts": "2025-07-16T05:16:37+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$RKLB $64 Price Target by Earnings. The upper Bollinger Band climb will last much longer. Neutron is taking this stock to the next planet.", "tweet_type": "prediction", "timeline": "weeks", "summary": "Long RKLB to $64 price target by earnings, citing Bollinger Band momentum and Neutron catalyst.", "resolved_tickers": ["RKLB"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "quote", "lang": "en", "tweet_text": "🟦 $RKLB $64 Price Target by Earnings\n\nThe upper Bollinger Band climb will last much longer. Neutron is taking this stock to the next planet.\n\n2025 (W) BLUE Candle: +135.6% GAINS\n2024 (W) BLUE Candle: +725.5% GAINS\n\n200+ Daily BLUE Candle Alerts:\nhttps://t.co/ZQDP5HCFyq https://t.co/4lsnD7KYWN", "reply_text": null, "parent_text": null, "quoted_text": "It's 2025 and NEUTRON is coming\n\nSingle Neutron launch: $55M\nLast quarter revenue: $106M\n\n$RKLB forecasts that Neutron will be capable of launching 98% of all payloads through 2029. Two dedicated Neutron launches are already booked for 2026 & 2027.\n\nNeutron is reusable rocket https://t.co/9kypR65W3S", "parent_author": null, "ret_m1d": -0.06479346281333975, "ret_signed_m1d": -0.06479346281333975, "alpha_spy_m1d": -0.061461230799196964, "alpha_c_m1d": -0.061269774765981055, "bench_spy_m1d": -0.0033322320141427886, "bench_c_m1d": -0.0035236880473586973, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.07632634324101462, "ret_signed_p1d": 0.07632634324101462, "alpha_spy_p1d": 0.07020680483018449, "alpha_c_p1d": 0.06708493392609416, "bench_spy_p1d": 0.006119538410830128, "bench_c_p1d": 0.009241409314920457, "ret_p1w": 0.03061444624056331, "ret_signed_p1w": 0.03061444624056331, "alpha_spy_p1w": 0.014610518663471517, "alpha_c_p1w": 0.00854155957740188, "bench_spy_p1w": 0.016003927577091792, "bench_c_p1w": 0.02207288666316143, "ret_p1m": -0.10232747733158676, "ret_signed_p1m": -0.10232747733158676, "alpha_spy_p1m": -0.13553689742672725, "alpha_c_p1m": -0.1071144402201396, "bench_spy_p1m": 0.033209420095140496, "bench_c_p1m": 0.004786962888552848, "ret_p3m": 0.37177605478702125, "ret_signed_p3m": 0.37177605478702125, "alpha_spy_p3m": 0.3066416256312072, "alpha_c_p3m": 0.36063480095129075, "bench_spy_p3m": 0.06513442915581402, "bench_c_p3m": 0.011141253835730502, "ret_p6m": 0.742084382961701, "ret_signed_p6m": 0.742084382961701, "alpha_spy_p6m": 0.6311544523685368, "alpha_c_p6m": 0.669133189411534, "bench_spy_p6m": 0.11092993059316414, "bench_c_p6m": 0.07295119355016699, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.10232747733158676, "alpha_spy_stated": -0.13553689742672725, "alpha_c_stated": -0.1071144402201396, "price_path": [-0.5861, -0.6089, -0.6008, -0.5745, -0.5412, -0.5307, -0.5246, -0.5303, -0.5431, -0.5362, -0.5179, -0.5286, -0.5309, -0.5326, -0.5156, -0.5699, -0.5542, -0.5423, -0.494, -0.4712, -0.4638, -0.459, -0.4548, -0.4722, -0.4586, -0.467, -0.467, -0.3969, -0.3934, -0.4265, -0.4382, -0.4422, -0.4397, -0.4357, -0.4454, -0.3936, -0.3785, -0.4303, -0.4263, -0.4464, -0.4672, -0.4433, -0.446, -0.416, -0.416, -0.3701, -0.3126, -0.2984, -0.3217, -0.2422, -0.2581, -0.2499, -0.2801, -0.2518, -0.2523, -0.2523, -0.1847, -0.1877, -0.1793, -0.1801, -0.1816, -0.0939, -0.0648, 0.0, 0.0763, 0.0776, -0.0105, -0.017, 0.0306, 0.0092, -0.0055, -0.0541, -0.0818, -0.0262, -0.0371, -0.0604, -0.0661, -0.0616, -0.0753, -0.073, -0.0629, -0.056, -0.0893, -0.0983, -0.1023, -0.0717, -0.057, -0.142, -0.1468, -0.1292, -0.0694, -0.0099, 0.0092, -0.0302, 0.0046, 0.0191, 0.0191, 0.034, -0.0872, -0.0986, -0.0388, 0.0008, -0.0138, -0.0319, 0.0155, 0.1185, 0.1332, -0.0093, 0.0082, -0.0107, 0.0021, 0.0445, 0.1095, 0.021, -0.0222, -0.03, -0.0143, 0.0046, 0.0059, 0.1002, 0.1776, 0.2267, 0.2898, 0.3695, 0.3927, 0.3475, 0.3718, 0.4265, 0.4525, 0.4049, 0.3896, 0.4122, 0.3714, 0.27, 0.333, 0.3537, 0.376, 0.3368, 0.3873, 0.2774, 0.3206, 0.2862, 0.1862, 0.1831, 0.0403, 0.0828, 0.0883, 0.0744, 0.0478, -0.0512, -0.0451, -0.0918, -0.103, -0.0853, -0.1722, -0.155, -0.1099, -0.1067, -0.1208, -0.1208, -0.1164, -0.1535, -0.1214, -0.0623, 0.0352, 0.0286, 0.0811, 0.1204, 0.2061, 0.3321, 0.2894, 0.1619, 0.1636, 0.1315, 0.2564, 0.4787, 0.6261, 0.6184, 0.6184, 0.6184, 0.4814, 0.4703, 0.4772, 0.4628, 0.4628, 0.5934, 0.6385, 0.8039, 0.7631, 0.7421]}
{"unit_id": "quote:1927962862074397174", "ticker_idx": 0, "ts": "2025-05-29T05:39:00+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Micron intends to take 24%-27% of the Entire HBM market. By 2030, that's $24 billion from just HBM sales.", "tweet_type": "analysis", "timeline": "years", "summary": "Long MU: HBM market growing to $100B by 2030, Micron targeting 24-27% share implying $24B in HBM revenue.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU\n\nMicron indicated the HBM market is growing from $16 billion in 2024 to $30 billion in 2025, then to over $100 billion by 2030\n\nMicron intends to take 24%-27% of the Entire HBM market. By 2030, that's $24 billion from just HBM sales.", "reply_text": null, "parent_text": null, "quoted_text": "🤯 Get ready to be MIND BLOWN\n\nForward P/S and PE ratios\n$MU: 2.2 and 11.7\n$AMD: 6.1 and 21.7\n$NVDA: 12.3 and 25.3\n$AVGO: 17.1 and 29.4\n$PLTR: 68.8 and 172.4\n\nMicron HBM revenue grew 52% sequentially. These chips directly enable Blackwell and Rubin GPUs, the center of AI https://t.co/C4BLuZfIzA", "parent_author": null, "ret_m1d": -0.006404990948825295, "ret_signed_m1d": -0.006404990948825295, "alpha_spy_m1d": -0.002473069704314157, "alpha_c_m1d": 0.0006418624867572387, "bench_spy_m1d": -0.0039319212445111384, "bench_c_m1d": -0.007046853435582534, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.02417362454575256, "ret_signed_p1d": -0.02417362454575256, "alpha_spy_p1d": -0.02305511861708376, "alpha_c_p1d": -0.006433516554034346, "bench_spy_p1d": -0.0011185059286688004, "bench_c_p1d": -0.017740107991718213, "ret_p1w": 0.09803718325134891, "ret_signed_p1w": 0.09803718325134891, "alpha_spy_p1w": 0.09295297956977233, "alpha_c_p1w": 0.06845672851822027, "bench_spy_p1w": 0.005084203681576582, "bench_c_p1w": 0.029580454733128647, "ret_p1m": 0.28884288356767573, "ret_signed_p1m": 0.28884288356767573, "alpha_spy_p1m": 0.2436299850953494, "alpha_c_p1m": 0.1481512619811718, "bench_spy_p1m": 0.045212898472326346, "bench_c_p1m": 0.14069162158650395, "ret_p3m": 0.2046451136020595, "ret_signed_p3m": 0.2046451136020595, "alpha_spy_p3m": 0.1080139846474415, "alpha_c_p3m": -0.011144799712587972, "bench_spy_p3m": 0.096631128954618, "bench_c_p3m": 0.21578991331464747, "ret_p6m": 1.1456110552240562, "ret_signed_p6m": 1.1456110552240562, "alpha_spy_p6m": 1.022298162972062, "alpha_c_p6m": 0.8094507111515854, "bench_spy_p6m": 0.12331289225199416, "bench_c_p6m": 0.33616034407247075, "ret_p1y": 6.057554695159136, "ret_signed_p1y": 6.057554695159136, "alpha_spy_p1y": 5.7913610884228, "alpha_c_p1y": 4.812965192620382, "bench_spy_p1y": 0.2661936067363364, "bench_c_p1y": 1.2445895025387537, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": 6.057554695159136, "alpha_spy_stated": 5.7913610884228, "alpha_c_stated": 4.812965192620382, "price_path": [-0.0659, -0.0591, -0.0267, -0.079, -0.0409, -0.1016, -0.0813, -0.0133, -0.0211, 0.0399, 0.0638, 0.0495, 0.053, 0.0627, -0.0228, 0.0001, -0.0283, -0.0495, -0.0595, -0.0876, -0.1024, -0.0836, -0.0847, -0.232, -0.3314, -0.2937, -0.3229, -0.1956, -0.2763, -0.2815, -0.2663, -0.2661, -0.2838, -0.2893, -0.2893, -0.3105, -0.2747, -0.2466, -0.2002, -0.1758, -0.1884, -0.2058, -0.2051, -0.1966, -0.1661, -0.1692, -0.1683, -0.1465, -0.1204, -0.113, -0.0466, 0.0013, -0.0153, -0.0139, 0.0124, 0.0191, 0.0134, -0.0099, -0.0204, -0.0354, -0.0354, -0.0043, -0.0064, 0.0, -0.0242, 0.0143, 0.0563, 0.0666, 0.098, 0.1215, 0.1462, 0.1791, 0.1987, 0.2002, 0.1942, 0.238, 0.2432, 0.2585, 0.2585, 0.2769, 0.2612, 0.3214, 0.3146, 0.3017, 0.2888, 0.2732, 0.2489, 0.2576, 0.2633, 0.2633, 0.24, 0.2865, 0.264, 0.273, 0.2877, 0.2265, 0.242, 0.2039, 0.1711, 0.1828, 0.1708, 0.1294, 0.1357, 0.1553, 0.1505, 0.1504, 0.1577, 0.1864, 0.1285, 0.0845, 0.1144, 0.1277, 0.1248, 0.1568, 0.2294, 0.2793, 0.321, 0.285, 0.2955, 0.2498, 0.2775, 0.262, 0.212, 0.1973, 0.2168, 0.2038, 0.2046, 0.2176, 0.2615, 0.2306, 0.2306, 0.2251, 0.2276, 0.2844, 0.3584, 0.3593, 0.3984, 0.4476, 0.5569, 0.6258, 0.6314, 0.6422, 0.6543, 0.7464, 0.6827, 0.7022, 0.7207, 0.6721, 0.6217, 0.6262, 0.6948, 0.7301, 0.8835, 0.9, 0.9434, 0.9758, 0.9213, 1.0336, 0.99, 0.879, 0.9945, 0.9355, 0.986, 1.0955, 1.094, 1.1394, 1.093, 1.0535, 1.1388, 1.2662, 1.2773, 1.2961, 1.3449, 1.3178, 1.3153, 1.4284, 1.2559, 1.4574, 1.4659, 1.4617, 1.6208, 1.4947, 1.5339, 1.4517, 1.5539, 1.5034, 1.3642, 1.3375, 1.0835, 1.1456]}
{"unit_id": "thread:1935768535596405147", "ticker_idx": 0, "ts": "2025-06-19T18:35:58+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "UBS Raises Price Target to $120 and Keeps Buy Rating", "tweet_type": "news_reaction", "timeline": "months", "summary": "Shares UBS Buy reiteration on MU with PT raised to $120, citing DDR ASP increases in Q2/Q3.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "self_thread", "lang": "en", "tweet_text": "🔥 $MU UBS Raises Price Target to $120 and Keeps Buy Rating. \n\nUBS analysts expect the average selling price of DDR to increase by 7% in the second quarter and by 3% in the third quarter. The analysts did not change the price expectations for NAND, but they pointed out that if suppliers keep their supply disciplined, it could have a positive impact.\n\nTheir targets are lagging indicators but better than no update 🤣\n\n---\n\nhttps://t.co/3LjcreM83z", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.014401292726255455, "ret_signed_m1d": -0.014401292726255455, "alpha_spy_m1d": -0.01675539913622648, "alpha_c_m1d": -0.023315119849808386, "bench_spy_m1d": 0.002354106409971024, "bench_c_m1d": 0.008913827123552931, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.01229769209679632, "ret_signed_p1d": -0.01229769209679632, "alpha_spy_p1d": -0.02217507399401919, "alpha_c_p1d": -0.01863732318907596, "bench_spy_p1d": 0.00987738189722287, "bench_c_p1d": 0.006339631092279641, "ret_p1w": 0.009385147569768382, "ret_signed_p1w": 0.009385147569768382, "alpha_spy_p1w": -0.025329147297480148, "alpha_c_p1w": -0.06035020635336941, "bench_spy_p1w": 0.03471429486724853, "bench_c_p1w": 0.06973535392313779, "ret_p1m": -0.08303728053282144, "ret_signed_p1m": -0.08303728053282144, "alpha_spy_p1m": -0.1410739474795164, "alpha_c_p1m": -0.1992243699858396, "bench_spy_p1m": 0.05803666694669496, "bench_c_p1m": 0.11618708945301814, "ret_p3m": 0.2956359537138562, "ret_signed_p3m": 0.2956359537138562, "alpha_spy_p3m": 0.1864281577690874, "alpha_c_p3m": 0.12281537538894916, "bench_spy_p3m": 0.10920779594476882, "bench_c_p3m": 0.17282057832490705, "ret_p6m": 0.9245342091261668, "ret_signed_p6m": 0.9245342091261668, "alpha_spy_p6m": 0.7758883291394878, "alpha_c_p6m": 0.568634494327233, "bench_spy_p6m": 0.148645879986679, "bench_c_p6m": 0.3558997147989338, "ret_p1y": 6.590050447929325, "ret_signed_p1y": 6.590050447929325, "alpha_spy_p1y": 6.3392902439372305, "alpha_c_p1y": 5.312227347866187, "bench_spy_p1y": 0.2507602039920951, "bench_c_p1y": 1.2778231000631375, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.08303728053282144, "alpha_spy_stated": -0.1410739474795164, "alpha_c_stated": -0.1992243699858396, "price_path": [-0.239, -0.2556, -0.2634, -0.2854, -0.297, -0.2823, -0.2832, -0.3985, -0.4764, -0.4468, -0.4697, -0.37, -0.4333, -0.4373, -0.4254, -0.4252, -0.4391, -0.4434, -0.4434, -0.46, -0.432, -0.41, -0.3736, -0.3545, -0.3644, -0.378, -0.3774, -0.3708, -0.3469, -0.3494, -0.3486, -0.3316, -0.3111, -0.3053, -0.2533, -0.2158, -0.2288, -0.2278, -0.2071, -0.2019, -0.2063, -0.2246, -0.2328, -0.2446, -0.2446, -0.2202, -0.2218, -0.2168, -0.2358, -0.2057, -0.1727, -0.1646, -0.14, -0.1217, -0.1023, -0.0765, -0.0612, -0.06, -0.0647, -0.0304, -0.0264, -0.0144, -0.0144, 0.0, -0.0123, 0.0349, 0.0295, 0.0194, 0.0094, -0.0028, -0.0219, -0.015, -0.0106, -0.0106, -0.0289, 0.0076, -0.0101, -0.003, 0.0085, -0.0395, -0.0273, -0.0571, -0.0828, -0.0736, -0.083, -0.1155, -0.1106, -0.0952, -0.099, -0.0991, -0.0933, -0.0708, -0.1162, -0.1507, -0.1273, -0.1168, -0.1191, -0.0941, -0.0372, 0.0019, 0.0345, 0.0064, 0.0146, -0.0212, 0.0005, -0.0116, -0.0508, -0.0623, -0.047, -0.0572, -0.0566, -0.0464, -0.012, -0.0362, -0.0362, -0.0405, -0.0386, 0.0059, 0.0639, 0.0646, 0.0952, 0.1338, 0.2194, 0.2733, 0.2777, 0.2862, 0.2956, 0.3677, 0.3178, 0.3331, 0.3476, 0.3096, 0.27, 0.2736, 0.3273, 0.355, 0.4751, 0.488, 0.522, 0.5474, 0.5047, 0.5926, 0.5585, 0.4716, 0.5621, 0.5158, 0.5553, 0.6412, 0.6399, 0.6755, 0.6392, 0.6083, 0.675, 0.7748, 0.7835, 0.7982, 0.8365, 0.8152, 0.8133, 0.9018, 0.7668, 0.9245, 0.9313, 0.9279, 1.0526, 0.9538, 0.9845, 0.9201, 1.0001, 0.9606, 0.8516, 0.8307, 0.6318, 0.6804, 0.8146, 0.8194, 0.8659, 0.8659, 0.9163, 0.9485, 0.9407, 0.8975, 0.8366, 0.9223, 1.0009, 1.0454, 1.1369, 1.0944, 0.954, 0.9245]}
{"unit_id": "reply:1948955895364550923", "ticker_idx": 0, "ts": "2025-07-26T03:57:49+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I am contrarian on this. I actually think their data collected by digital advertising is their power. They can get a lot of new customer anywhere in the world really cheap", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Contrarian long HIMS: digital ad data is a competitive moat enabling cheap scalable customer acquisition worldwide.", "resolved_tickers": ["HIMS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - Specialty & Generic", "unit_kind": "reply_other", "lang": "en", "tweet_text": "My take: News from competitors. Shorts think this business will go down when RO, $NVO, $LLY and $AMZN announces something against $HIMS.\n\nAlso $HIMS dependence on digital advertising. That's not seen as an organic sale and probably not seen as sustainable by some but I  am contrarian on this. I actually think their data collected by digital advertising is their power. They can get a lot of new customer anywhere in the world really cheap (Millions of customers = highly efficient targeting)", "reply_text": null, "parent_text": "@TradexWhisperer Why do you think it has such a high short interest?", "quoted_text": null, "parent_author": "dan_f38833", "ret_m1d": -0.01755280800852388, "ret_signed_m1d": -0.01755280800852388, "alpha_spy_m1d": -0.01780394006474606, "alpha_c_m1d": -0.01780394006474606, "bench_spy_m1d": 0.0002511320562221808, "bench_c_m1d": 0.0002511320562221808, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.027096116978848173, "ret_signed_p1d": 0.027096116978848173, "alpha_spy_p1d": 0.029733778668120103, "alpha_c_p1d": 0.029733778668120103, "bench_spy_p1d": -0.0026376616892719307, "bench_c_p1d": -0.0026376616892719307, "ret_p1w": 0.07958415379444705, "ret_signed_p1w": 0.07958415379444705, "alpha_spy_p1w": 0.08864321953087873, "alpha_c_p1w": 0.08864321953087873, "bench_spy_p1w": -0.00905906573643167, "bench_c_p1w": -0.00905906573643167, "ret_p1m": -0.22716431086792166, "ret_signed_p1m": -0.22716431086792166, "alpha_spy_p1m": -0.24006961131419458, "alpha_c_p1m": -0.24006961131419458, "bench_spy_p1m": 0.012905300446272916, "bench_c_p1m": 0.012905300446272916, "ret_p3m": -0.17365369075859038, "ret_signed_p3m": -0.17365369075859038, "alpha_spy_p3m": -0.2312452858957359, "alpha_c_p3m": -0.2312452858957359, "bench_spy_p3m": 0.05759159513714551, "bench_c_p3m": 0.05759159513714551, "ret_p6m": -0.4807430273536155, "ret_signed_p6m": -0.4807430273536155, "alpha_spy_p6m": -0.5506494913202831, "alpha_c_p6m": -0.5506494913202831, "bench_spy_p6m": 0.06990646396666755, "bench_c_p6m": 0.06990646396666755, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.22716431086792166, "alpha_spy_stated": -0.24006961131419458, "alpha_c_stated": -0.24006961131419458, "price_path": [-0.4359, -0.3838, -0.3044, -0.2863, -0.157, -0.1079, -0.1241, -0.1145, -0.0591, 0.0907, 0.0416, -0.0017, 0.1017, 0.0624, 0.0431, -0.0116, -0.0879, -0.0656, -0.0656, -0.0907, -0.091, -0.107, -0.0361, -0.0325, -0.0673, -0.0864, -0.1007, -0.04, -0.031, -0.0585, -0.0191, -0.0261, -0.0545, 0.0187, 0.0095, 0.0407, 0.0407, 0.0944, -0.2846, -0.2681, -0.2943, -0.2113, -0.158, -0.1505, -0.1827, -0.1912, -0.1823, -0.1823, -0.1748, -0.1656, -0.1268, -0.1433, -0.1839, -0.1133, -0.1401, -0.1164, -0.1481, -0.1414, -0.1888, -0.1478, -0.0112, -0.0232, -0.0176, 0.0, 0.0271, 0.1167, 0.1278, 0.066, 0.0796, -0.0539, -0.1287, -0.13, -0.1149, -0.1483, -0.1827, -0.1764, -0.1968, -0.2157, -0.2314, -0.2812, -0.2607, -0.2509, -0.2405, -0.2674, -0.2272, -0.25, -0.2481, -0.2783, -0.2783, -0.2923, -0.2423, -0.1801, -0.175, -0.1541, -0.1856, -0.1858, -0.1179, -0.0542, -0.0804, -0.1328, -0.142, -0.0423, -0.0147, -0.0167, -0.0457, -0.0925, -0.0649, -0.0048, 0.0075, -0.0334, -0.0404, -0.0138, -0.1046, -0.0668, -0.0121, -0.0087, -0.0073, -0.0806, -0.0673, -0.0794, 0.0695, 0.008, -0.1517, -0.1247, -0.1588, -0.1912, -0.1737, -0.1687, -0.1781, -0.197, -0.2054, -0.2491, -0.2253, -0.2435, -0.2708, -0.2548, -0.2924, -0.3008, -0.3004, -0.3226, -0.335, -0.3857, -0.3698, -0.3937, -0.3821, -0.3894, -0.4271, -0.4085, -0.3562, -0.3679, -0.3456, -0.3456, -0.3224, -0.3608, -0.3812, -0.3683, -0.318, -0.332, -0.3333, -0.3214, -0.3545, -0.3563, -0.3659, -0.3822, -0.3718, -0.4041, -0.4075, -0.394, -0.4027, -0.407, -0.4092, -0.4092, -0.4153, -0.4189, -0.4369, -0.4467, -0.4467, -0.4306, -0.4085, -0.3957, -0.3957, -0.4228, -0.46, -0.4489, -0.4513, -0.4663, -0.4678, -0.4652, -0.4652, -0.4807]}
{"unit_id": "orig:1960517563940790390", "ticker_idx": 0, "ts": "2025-08-27T01:39:46+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "We've got one of the best partners on the planet in defense called Palantir.. $PLTR GOAT", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish Palantir; RCAT CEO names it best-in-class defense partner, author endorses with 'GOAT'.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "original", "lang": "en", "tweet_text": "$RCAT CEO during its earnings call\n\n\"We've got one of the best partners on the planet in defense called Palantir.. $PLTR \"\n\nGOAT", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.026480307964266148, "ret_signed_m1d": 0.026480307964266148, "alpha_spy_m1d": 0.028753771825333452, "alpha_c_m1d": 0.028753771825333452, "bench_spy_m1d": -0.002273463861067304, "bench_c_m1d": -0.002273463861067304, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.00893309013259147, "ret_signed_p1d": 0.00893309013259147, "alpha_spy_p1d": 0.005391765999746889, "alpha_c_p1d": 0.005391765999746889, "bench_spy_p1d": 0.003541324132844581, "bench_c_p1d": 0.003541324132844581, "ret_p1w": -0.01161311453574898, "ret_signed_p1w": -0.01161311453574898, "alpha_spy_p1w": -0.007143680418483234, "alpha_c_p1w": -0.007143680418483234, "bench_spy_p1w": -0.004469434117265747, "bench_c_p1w": -0.004469434117265747, "ret_p1m": 0.14293002630174345, "ret_signed_p1m": 0.14293002630174345, "alpha_spy_p1m": 0.12244785574786277, "alpha_c_p1m": 0.12244785574786277, "bench_spy_p1m": 0.020482170553880685, "bench_c_p1m": 0.020482170553880685, "ret_p3m": 0.03528585206880641, "ret_signed_p3m": 0.03528585206880641, "alpha_spy_p3m": -0.0017584769453717897, "alpha_c_p3m": -0.0017584769453717897, "bench_spy_p3m": 0.0370443290141782, "bench_c_p3m": 0.0370443290141782, "ret_p6m": -0.13929301723468135, "ret_signed_p6m": -0.13929301723468135, "alpha_spy_p6m": -0.20389844308494465, "alpha_c_p6m": -0.20389844308494465, "bench_spy_p6m": 0.0646054258502633, "bench_c_p6m": 0.0646054258502633, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.14293002630174345, "alpha_spy_stated": 0.12244785574786277, "alpha_c_stated": 0.12244785574786277, "price_path": [-0.1591, -0.1575, -0.1503, -0.1704, -0.2349, -0.185, -0.1574, -0.1526, -0.1297, -0.1374, -0.1233, -0.0977, -0.1182, -0.1069, -0.1069, -0.1239, -0.1072, -0.0861, -0.0882, -0.0796, -0.1658, -0.1302, -0.1662, -0.157, -0.1427, -0.1427, -0.1123, -0.1085, -0.0867, -0.0907, -0.0933, -0.0483, -0.0519, -0.0371, -0.0174, -0.0204, -0.0315, -0.0488, -0.0133, -0.0119, 0.0133, 0.0074, -0.0031, 0.0121, 0.0104, -0.0156, 0.0251, 0.1056, 0.1456, 0.1626, 0.193, 0.1656, 0.193, 0.1764, 0.1551, 0.1305, 0.1105, 0.0066, -0.0045, -0.0034, 0.0129, 0.0029, 0.0265, 0.0, 0.0089, -0.0001, -0.0001, 0.0024, -0.0116, -0.0037, -0.023, -0.004, 0.036, 0.0639, 0.0487, 0.0939, 0.0925, 0.0864, 0.0741, 0.1292, 0.1638, 0.1443, 0.1648, 0.1457, 0.1429, 0.133, 0.1413, 0.164, 0.1801, 0.1935, 0.1043, 0.1455, 0.1624, 0.1713, 0.1834, 0.1194, 0.1307, 0.1469, 0.1461, 0.1365, 0.1367, 0.1587, 0.1582, 0.1198, 0.1516, 0.1781, 0.2071, 0.2098, 0.2686, 0.2414, 0.2792, 0.322, 0.2171, 0.199, 0.117, 0.1353, 0.2354, 0.2185, 0.1752, 0.0984, 0.1103, 0.0927, 0.0677, 0.0555, -0.0062, -0.0119, 0.0353, 0.0436, 0.0577, 0.0577, 0.0748, 0.0687, 0.0891, 0.1235, 0.1353, 0.1598, 0.1581, 0.1603, 0.199, 0.1967, 0.1713, 0.1693, 0.198, 0.1313, 0.1849, 0.2339, 0.2377, 0.2387, 0.239, 0.239, 0.2041, 0.1752, 0.1539, 0.1342, 0.1342, 0.0711, 0.1105, 0.1467, 0.1593, 0.1285, 0.1325, 0.1448, 0.1419, 0.1383, 0.1298, 0.0909, 0.0909, 0.0754, 0.0549, 0.0586, 0.0822, 0.0686, 0.0573, 0.004, -0.031, -0.0646, -0.0572, 0.0074, -0.1096, -0.1704, -0.1328, -0.0881, -0.1098, -0.1343, -0.176, -0.1615, -0.1615, -0.1512, -0.1362, -0.1393]}
{"unit_id": "quote:1940838715070599233", "ticker_idx": 0, "ts": "2025-07-03T18:23:03+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Analyst mentions Palantir as probably the ONLY software company with DURABLE GROWTH RATES during Samsara Inc. Investor Day 2025", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Shares analyst endorsement of PLTR as the only software name with durable growth rates; implied bullish.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "🔥 $PLTR Analyst mentions Palantir as probably the ONLY software company with DURABLE GROWTH RATES during Samsara Inc. Investor Day 2025.\n\n\"you said our growth rates are durable. That seems to be increasingly hard to come by, also maybe outside of Palantir in software because a lot of investors have a terminal value anxiety with seat-based models, as you may have heard these days. When you think about growth rate durability, what is behind that comment. And I'm not asking for a long-term guide. I really despise those. But what kind of growth rate over what time feels like it's not aspirational\"", "reply_text": null, "parent_text": null, "quoted_text": "$PLTR valuation makes ZERO sense \n\nBut then why do institutions keep buying it?\nWhat do they know that you don't?\n\nI work in BIG DATA analytics and let me share the secrets of Palantir in the most basic way\n\nPalantir has monopoly on Automated Governance, serving as the ultimate https://t.co/XGLRmO7rq8", "parent_author": null, "ret_m1d": -0.016671669269041955, "ret_signed_m1d": -0.016671669269041955, "alpha_spy_m1d": -0.008851899758820614, "alpha_c_m1d": -0.008851899758820614, "bench_spy_m1d": -0.007819769510221342, "bench_c_m1d": -0.007819769510221342, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0, "ret_signed_p1d": 0.0, "alpha_spy_p1d": 0.0, "alpha_c_p1d": 0.0, "bench_spy_p1d": 0.0, "bench_c_p1d": 0.0, "ret_p1w": 0.06058350217826147, "ret_signed_p1w": 0.06058350217826147, "alpha_spy_p1w": 0.05981593318216727, "alpha_c_p1w": 0.05981593318216727, "bench_spy_p1w": 0.0007675689960942034, "bench_c_p1w": 0.0007675689960942034, "ret_p1m": 0.14818400991117175, "ret_signed_p1m": 0.14818400991117175, "alpha_spy_p1m": 0.15397294856890886, "alpha_c_p1m": 0.15397294856890886, "bench_spy_p1m": -0.005788938657737108, "bench_c_p1m": -0.005788938657737108, "ret_p3m": 0.357695722985067, "ret_signed_p3m": 0.357695722985067, "alpha_spy_p3m": 0.2894338917596537, "alpha_c_p3m": 0.2894338917596537, "bench_spy_p3m": 0.0682618312254133, "bench_c_p3m": 0.0682618312254133, "ret_p6m": 0.4045103145029929, "ret_signed_p6m": 0.4045103145029929, "alpha_spy_p6m": 0.29428343954203506, "alpha_c_p6m": 0.29428343954203506, "bench_spy_p6m": 0.11022687496095784, "bench_c_p6m": 0.11022687496095784, "ret_p1y": -0.11059839641893165, "ret_signed_p1y": -0.11059839641893165, "alpha_spy_p1y": -0.3141645428959252, "alpha_c_p1y": -0.3141645428959252, "bench_spy_p1y": 0.20356614647699356, "bench_c_p1y": 0.20356614647699356, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.14818400991117175, "alpha_spy_stated": 0.15397294856890886, "alpha_c_stated": 0.15397294856890886, "price_path": [-0.4207, -0.4245, -0.3152, -0.3407, -0.3409, -0.3107, -0.2676, -0.31, -0.302, -0.302, -0.3242, -0.3005, -0.2496, -0.1978, -0.1606, -0.1467, -0.1361, -0.1185, -0.1352, -0.075, -0.0788, -0.1898, -0.1777, -0.1132, -0.127, -0.1183, -0.0466, -0.0311, -0.0464, -0.036, -0.0598, -0.0653, -0.1026, -0.0898, -0.0822, -0.0822, -0.0816, -0.0789, -0.0896, -0.0192, -0.0173, -0.0089, -0.0324, -0.1075, -0.0494, -0.0171, -0.0115, 0.0151, 0.0062, 0.0226, 0.0525, 0.0286, 0.0417, 0.0417, 0.0219, 0.0414, 0.066, 0.0636, 0.0736, -0.0269, 0.0146, -0.0274, -0.0167, 0.0, 0.0, 0.0354, 0.0398, 0.0653, 0.0606, 0.0576, 0.1101, 0.1058, 0.1232, 0.1461, 0.1426, 0.1297, 0.1095, 0.1509, 0.1526, 0.1819, 0.1751, 0.1628, 0.1805, 0.1786, 0.1482, 0.1957, 0.2896, 0.3363, 0.3561, 0.3915, 0.3596, 0.3916, 0.3722, 0.3473, 0.3186, 0.2953, 0.1741, 0.1611, 0.1624, 0.1815, 0.1698, 0.1973, 0.1664, 0.1768, 0.1663, 0.1663, 0.1692, 0.1529, 0.1621, 0.1396, 0.1618, 0.2084, 0.241, 0.2233, 0.2759, 0.2743, 0.2672, 0.2528, 0.3171, 0.3575, 0.3347, 0.3587, 0.3364, 0.3331, 0.3216, 0.3312, 0.3577, 0.3765, 0.3922, 0.2881, 0.3362, 0.3558, 0.3662, 0.3804, 0.3057, 0.3189, 0.3377, 0.3369, 0.3257, 0.3259, 0.3515, 0.3509, 0.3061, 0.3433, 0.3741, 0.408, 0.4111, 0.4797, 0.448, 0.492, 0.542, 0.4196, 0.3985, 0.3028, 0.3243, 0.441, 0.4213, 0.3707, 0.2812, 0.2951, 0.2746, 0.2454, 0.2312, 0.1592, 0.1525, 0.2076, 0.2173, 0.2338, 0.2338, 0.2537, 0.2466, 0.2704, 0.3105, 0.3242, 0.3528, 0.3508, 0.3534, 0.3986, 0.3958, 0.3663, 0.3639, 0.3974, 0.3195, 0.382, 0.4393, 0.4437, 0.4448, 0.4451, 0.4451, 0.4045]}
{"unit_id": "orig:1964145662347587647", "ticker_idx": 0, "ts": "2025-09-06T01:56:32+00:00", "symbol": "AVGO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "price halted at the upper Bollinger Band. BB touchdown typically leads to another rally. Looking Bullish", "tweet_type": "prediction", "timeline": "weeks", "summary": "Bullish AVGO: BB touchdown setup expected to lead to another rally.", "resolved_tickers": ["AVGO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "🟦 $AVGO popped, but the price halted at the upper Bollinger Band. BB touchdown typically leads to another rally. Looking Bullish 🚀\n\nApril (W) BLUE candle yielded a 94% profit gains 💵\n\n230+ Weekly Smart Candle Alerts. Free Trial:\nhttps://t.co/ZQDP5HCFyq https://t.co/dJznT47124", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.031129662249861578, "ret_signed_m1d": -0.031129662249861578, "alpha_spy_m1d": -0.0286791042664164, "alpha_c_m1d": -0.020203013514497492, "bench_spy_m1d": -0.0024505579834451785, "bench_c_m1d": -0.010926648735364086, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.025979924712781433, "ret_signed_p1d": -0.025979924712781433, "alpha_spy_p1d": -0.02829190466471565, "alpha_c_p1d": -0.030330431881362196, "bench_spy_p1d": 0.0023119799519342177, "bench_c_p1d": 0.004350507168580764, "ret_p1w": 0.053348783524254983, "ret_signed_p1w": 0.053348783524254983, "alpha_spy_p1w": 0.03473063001137322, "alpha_c_p1w": 0.017432012215880643, "bench_spy_p1w": 0.018618153512881763, "bench_c_p1w": 0.03591677130837434, "ret_p1m": -0.025064670770945985, "ret_signed_p1m": -0.025064670770945985, "alpha_spy_p1m": -0.05919566952574107, "alpha_c_p1m": -0.1617502966601595, "bench_spy_p1m": 0.03413099875479508, "bench_c_p1m": 0.1366856258892135, "ret_p3m": 0.1042466324329141, "ret_signed_p3m": 0.1042466324329141, "alpha_spy_p3m": 0.04651570931109816, "alpha_c_p3m": -0.11523273760456276, "bench_spy_p3m": 0.057730923121815936, "bench_c_p3m": 0.21947937003747686, "ret_p6m": -0.08873347388987107, "ret_signed_p6m": -0.08873347388987107, "alpha_spy_p6m": -0.14329660022547985, "alpha_c_p6m": -0.4116690193814232, "bench_spy_p6m": 0.05456312633560878, "bench_c_p6m": 0.3229355454915521, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.025064670770945985, "alpha_spy_stated": -0.05919566952574107, "alpha_c_stated": -0.1617502966601595, "price_path": [-0.27, -0.2609, -0.2822, -0.2724, -0.2802, -0.2748, -0.2748, -0.2768, -0.2658, -0.2369, -0.2343, -0.2184, -0.2207, -0.2025, -0.2341, -0.2192, -0.2039, -0.2039, -0.2068, -0.2137, -0.196, -0.2032, -0.2062, -0.2027, -0.1872, -0.1876, -0.1713, -0.1803, -0.1662, -0.194, -0.1793, -0.1647, -0.1605, -0.1486, -0.1395, -0.1245, -0.1503, -0.1649, -0.1387, -0.1525, -0.1272, -0.1212, -0.1177, -0.1208, -0.095, -0.1058, -0.0996, -0.1137, -0.1154, -0.1468, -0.1576, -0.1622, -0.1494, -0.1488, -0.1378, -0.1313, -0.107, -0.1396, -0.1396, -0.1372, -0.1252, -0.1144, -0.0311, 0.0, -0.026, 0.0692, 0.0404, 0.0411, 0.0533, 0.0415, 0.0015, -0.0009, -0.0021, -0.0182, -0.0177, -0.0167, -0.026, -0.0305, -0.0497, -0.0439, -0.0338, -0.0199, -0.0194, -0.0277, -0.0251, 0.0013, -0.0001, -0.0592, 0.0337, -0.0027, 0.0182, 0.0263, 0.0124, 0.0121, -0.007, -0.0138, -0.0022, 0.0263, 0.0492, 0.0809, 0.1186, 0.091, 0.0712, 0.0507, 0.0199, 0.0403, 0.0305, 0.0127, 0.0386, 0.02, 0.0294, -0.0147, -0.0075, -0.007, -0.0132, 0.0271, 0.0051, -0.0141, 0.0953, 0.1158, 0.1522, 0.1522, 0.1678, 0.1189, 0.1058, 0.103, 0.1042, 0.1309, 0.1624, 0.1775, 0.1968, 0.1777, 0.0431, -0.0152, -0.0109, -0.0552, -0.044, -0.0136, -0.0086, 0.0143, 0.0169, 0.0169, 0.0224, 0.0145, 0.0158, 0.0049, 0.0049, 0.0094, -0.0028, -0.0018, -0.0026, -0.0346, 0.0017, 0.0227, 0.0296, -0.0131, -0.004, 0.0212, 0.0212, -0.0343, -0.0453, -0.0549, -0.0707, -0.0568, -0.0337, -0.0324, -0.0397, -0.038, -0.0386, -0.0699, -0.1055, -0.0984, -0.0333, -0.0013, -0.0115, -0.0048, -0.0384, -0.0558, -0.0558, -0.0344, -0.0316, -0.0302, -0.0341, -0.0408, -0.0549, -0.0351, -0.0659, -0.0722, -0.0743, -0.0887]}
{"unit_id": "quote:1943334434465272299", "ticker_idx": 0, "ts": "2025-07-10T15:40:09+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Wedbush has raised its price target to $160.00 maintaining an Outperform rating", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Shares Wedbush raising PLTR PT to $160 with Outperform; author adopts bullish stance by relaying it.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "🚨 BREAKING: $PLTR Wedbush has raised its price target to $160.00 maintaining an Outperform rating https://t.co/2kvzxbemwF", "reply_text": null, "parent_text": null, "quoted_text": "$PLTR valuation makes ZERO sense \n\nBut then why do institutions keep buying it?\nWhat do they know that you don't?\n\nI work in BIG DATA analytics and let me share the secrets of Palantir in the most basic way\n\nPalantir has monopoly on Automated Governance, serving as the ultimate https://t.co/XGLRmO7rq8", "parent_author": null, "ret_m1d": 0.004421086896929882, "ret_signed_m1d": 0.004421086896929882, "alpha_spy_m1d": 0.007233512293108535, "alpha_c_m1d": 0.007233512293108535, "bench_spy_m1d": -0.0028124253961786527, "bench_c_m1d": -0.0028124253961786527, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.002806974712171062, "ret_signed_p1d": -0.002806974712171062, "alpha_spy_p1d": 0.0007085323808188049, "alpha_c_p1d": 0.0007085323808188049, "bench_spy_p1d": -0.003515507092989867, "bench_c_p1d": -0.003515507092989867, "ret_p1w": 0.0806316174958881, "ret_signed_p1w": 0.0806316174958881, "alpha_spy_p1w": 0.07708435832626792, "alpha_c_p1w": 0.07708435832626792, "bench_spy_p1w": 0.003547259169620176, "bench_c_p1w": 0.003547259169620176, "ret_p1m": 0.3120000471148574, "ret_signed_p1m": 0.3120000471148574, "alpha_spy_p1m": 0.29384781878468824, "alpha_c_p1m": 0.29384781878468824, "bench_spy_p1m": 0.018152228330169162, "bench_c_p1m": 0.018152228330169162, "ret_p3m": 0.27838595206277406, "ret_signed_p3m": 0.27838595206277406, "alpha_spy_p3m": 0.20623241479761978, "alpha_c_p3m": 0.20623241479761978, "bench_spy_p3m": 0.07215353726515428, "bench_c_p3m": 0.07215353726515428, "ret_p6m": 0.1779649165638706, "ret_signed_p6m": 0.1779649165638706, "alpha_spy_p6m": 0.08006409368218037, "alpha_c_p6m": 0.08006409368218037, "bench_spy_p6m": 0.09790082288169022, "bench_c_p6m": 0.09790082288169022, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.3120000471148574, "alpha_spy_stated": 0.29384781878468824, "alpha_c_stated": 0.29384781878468824, "price_path": [-0.35, -0.3095, -0.3494, -0.3419, -0.3419, -0.3628, -0.3404, -0.2925, -0.2436, -0.2086, -0.1954, -0.1854, -0.1688, -0.1846, -0.1279, -0.1314, -0.2361, -0.2247, -0.1639, -0.1768, -0.1687, -0.1011, -0.0865, -0.1009, -0.0911, -0.1135, -0.1187, -0.1538, -0.1418, -0.1347, -0.1347, -0.1341, -0.1315, -0.1416, -0.0752, -0.0734, -0.0655, -0.0876, -0.1585, -0.1037, -0.0733, -0.068, -0.0429, -0.0513, -0.0358, -0.0076, -0.0302, -0.0178, -0.0178, -0.0365, -0.0181, 0.0051, 0.0028, 0.0123, -0.0825, -0.0434, -0.0829, -0.0728, -0.0571, -0.0571, -0.0237, -0.0196, 0.0044, 0.0, -0.0028, 0.0467, 0.0427, 0.059, 0.0806, 0.0773, 0.0652, 0.0461, 0.0851, 0.0867, 0.1144, 0.1079, 0.0964, 0.1131, 0.1112, 0.0826, 0.1274, 0.2159, 0.2599, 0.2786, 0.312, 0.282, 0.3121, 0.2938, 0.2703, 0.2433, 0.2213, 0.107, 0.0948, 0.096, 0.114, 0.1029, 0.1289, 0.0998, 0.1096, 0.0997, 0.0997, 0.1024, 0.087, 0.0957, 0.0745, 0.0954, 0.1394, 0.1701, 0.1534, 0.203, 0.2015, 0.1948, 0.1813, 0.2419, 0.2799, 0.2585, 0.2811, 0.2601, 0.257, 0.2461, 0.2552, 0.2801, 0.2979, 0.3126, 0.2145, 0.2599, 0.2784, 0.2881, 0.3015, 0.2312, 0.2436, 0.2613, 0.2605, 0.25, 0.2502, 0.2743, 0.2738, 0.2315, 0.2665, 0.2956, 0.3276, 0.3305, 0.3952, 0.3653, 0.4068, 0.4539, 0.3385, 0.3186, 0.2284, 0.2486, 0.3587, 0.3401, 0.2924, 0.208, 0.2211, 0.2018, 0.1742, 0.1608, 0.0929, 0.0867, 0.1386, 0.1477, 0.1633, 0.1633, 0.1821, 0.1754, 0.1978, 0.2356, 0.2486, 0.2755, 0.2736, 0.2761, 0.3187, 0.3161, 0.2882, 0.286, 0.3175, 0.2441, 0.3031, 0.3571, 0.3613, 0.3623, 0.3626, 0.3626, 0.3243, 0.2925, 0.2691, 0.2474, 0.2474, 0.178]}
{"unit_id": "quote:1933923157523722650", "ticker_idx": 0, "ts": "2025-06-14T16:23:05+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "THIS IS JUST THE BEGINNING", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish PLTR; AI agents at AIPCON7 are just the beginning of Palantir's autonomous AI capabilities.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "🤖 $PLTR AIPCON7 - AI AGENTS DOING THE WORK FOR HUMANS. THIS IS JUST THE BEGINNING.\n\n\"That agent isn't just passively monitoring. It's actively analyzing the current state of the system And based off of that real-time analysis. It's generating a tailored, actionable response. So, instead of waiting for that human to detect triage and discover a solution, It's come up with all three instantaneously.\"\n\n-Head of Dynamic Scheduling & Optimization at Palantir", "reply_text": null, "parent_text": null, "quoted_text": "$PLTR valuation makes ZERO sense \n\nBut then why do institutions keep buying it?\nWhat do they know that you don't?\n\nI work in BIG DATA analytics and let me share the secrets of Palantir in the most basic way\n\nPalantir has monopoly on Automated Governance, serving as the ultimate https://t.co/XGLRmO7rq8", "parent_author": null, "ret_m1d": -0.028357327358583984, "ret_signed_m1d": -0.028357327358583984, "alpha_spy_m1d": -0.018932652458570565, "alpha_c_m1d": -0.018932652458570565, "bench_spy_m1d": -0.009424674900013419, "bench_c_m1d": -0.009424674900013419, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.02269999738870887, "ret_signed_p1d": -0.02269999738870887, "alpha_spy_p1d": -0.01415482599027773, "alpha_c_p1d": -0.01415482599027773, "bench_spy_p1d": -0.00854517139843114, "bench_c_p1d": -0.00854517139843114, "ret_p1w": -0.010536775720085156, "ret_signed_p1w": -0.010536775720085156, "alpha_spy_p1w": -0.0092826308390338, "alpha_c_p1w": -0.0092826308390338, "bench_spy_p1w": -0.0012541448810513556, "bench_c_p1w": -0.0012541448810513556, "ret_p1m": 0.0507036134874701, "ret_signed_p1m": 0.0507036134874701, "alpha_spy_p1m": 0.015362854148547767, "alpha_c_p1m": 0.015362854148547767, "bench_spy_p1m": 0.035340759338922334, "bench_c_p1m": 0.035340759338922334, "ret_p3m": 0.16229401282726652, "ret_signed_p3m": 0.16229401282726652, "alpha_spy_p3m": 0.0678920875320721, "alpha_c_p3m": 0.0678920875320721, "bench_spy_p3m": 0.09440192529519442, "bench_c_p3m": 0.09440192529519442, "ret_p6m": 0.28590617091267645, "ret_signed_p6m": 0.28590617091267645, "alpha_spy_p6m": 0.1460665519295321, "alpha_c_p6m": 0.1460665519295321, "bench_spy_p6m": 0.13983961898314434, "bench_c_p6m": 0.13983961898314434, "ret_p1y": 0.005586544556072992, "ret_signed_p1y": 0.005586544556072992, "alpha_spy_p1y": -0.26023650804817744, "alpha_c_p1y": -0.26023650804817744, "bench_spy_p1y": 0.26582305260425043, "bench_c_p1y": 0.26582305260425043, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.0507036134874701, "alpha_spy_stated": 0.015362854148547767, "alpha_c_stated": 0.015362854148547767, "price_path": [-0.3911, -0.382, -0.3568, -0.3158, -0.3176, -0.3474, -0.3629, -0.3929, -0.4032, -0.4012, -0.3816, -0.4088, -0.4766, -0.4495, -0.4532, -0.3493, -0.3735, -0.3738, -0.345, -0.3042, -0.3444, -0.3368, -0.3368, -0.3579, -0.3353, -0.287, -0.2378, -0.2025, -0.1892, -0.1791, -0.1624, -0.1783, -0.1211, -0.1247, -0.2302, -0.2187, -0.1574, -0.1705, -0.1623, -0.0941, -0.0794, -0.094, -0.0841, -0.1066, -0.1119, -0.1473, -0.1352, -0.128, -0.128, -0.1274, -0.1248, -0.135, -0.0681, -0.0663, -0.0583, -0.0806, -0.152, -0.0968, -0.0661, -0.0608, -0.0355, -0.044, -0.0284, 0.0, -0.0227, -0.0103, -0.0103, -0.0291, -0.0105, 0.0129, 0.0105, 0.0201, -0.0755, -0.036, -0.0759, -0.0657, -0.0499, -0.0499, -0.0162, -0.012, 0.0122, 0.0077, 0.0049, 0.0547, 0.0507, 0.0672, 0.089, 0.0856, 0.0734, 0.0542, 0.0935, 0.0951, 0.123, 0.1165, 0.1049, 0.1216, 0.1198, 0.0909, 0.1361, 0.2253, 0.2696, 0.2885, 0.3221, 0.2918, 0.3222, 0.3038, 0.2801, 0.2529, 0.2307, 0.1156, 0.1032, 0.1044, 0.1226, 0.1114, 0.1376, 0.1083, 0.1182, 0.1082, 0.1082, 0.1109, 0.0954, 0.1042, 0.0827, 0.1039, 0.1482, 0.1791, 0.1623, 0.2123, 0.2107, 0.204, 0.1904, 0.2515, 0.2898, 0.2682, 0.2909, 0.2698, 0.2667, 0.2557, 0.2648, 0.29, 0.3079, 0.3227, 0.2239, 0.2696, 0.2882, 0.2981, 0.3116, 0.2406, 0.2532, 0.2711, 0.2702, 0.2596, 0.2598, 0.2841, 0.2836, 0.241, 0.2763, 0.3056, 0.3378, 0.3408, 0.4059, 0.3758, 0.4177, 0.4651, 0.3488, 0.3288, 0.2379, 0.2583, 0.3691, 0.3504, 0.3024, 0.2173, 0.2305, 0.211, 0.1833, 0.1698, 0.1014, 0.095, 0.1474, 0.1566, 0.1723, 0.1723, 0.1912, 0.1844, 0.2071, 0.2452, 0.2582, 0.2853, 0.2834, 0.2859]}
{"unit_id": "quote:1933164542240104688", "ticker_idx": 0, "ts": "2025-06-12T14:08:37+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Mizuho Raises PT to $130, Maintains Outperform Rating... UBS increased its price target to $120 while maintaining a Buy rating... industry-high bandwidth memory revenue to grow 55% yearly through 2027", "tweet_type": "news_reaction", "timeline": "years", "summary": "Shares/endorses dual analyst upgrades on MU: Mizuho PT $130 Outperform, UBS PT $120 Buy, on HBM revenue growth 55% annually through 2027.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "🔥 $MU Mizuho Raises PT to $130, Maintains Outperform Rating\n\nUBS increased its price target to $120 while maintaining a Buy rating.\n\nThe firm expects industry-high bandwidth memory revenue to grow 55% yearly through 2027. Additionally, the company’s high bandwidth memory revenue is projected to increase 90% annually due to market share gains, reaching 45% of its DRAM revenue, which could increase sales and margins.\n\nThe analyst pointed toward a more favorable outlook and reduced concerns over tariffs as reasons for the revision.", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": -0.0012911755147571036, "ret_signed_m1d": -0.0012911755147571036, "alpha_spy_m1d": 0.002667367933163578, "alpha_c_m1d": 0.003534937939973948, "bench_spy_m1d": -0.003958543447920682, "bench_c_m1d": -0.004826113454731051, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.004992369787927942, "ret_signed_p1d": -0.004992369787927942, "alpha_spy_p1d": 0.006187691143337504, "alpha_c_p1d": 0.018416362794829166, "bench_spy_p1d": -0.011180060931265445, "bench_c_p1d": -0.023408732582757108, "ret_p1w": 0.04854523718825088, "ret_signed_p1w": 0.04854523718825088, "alpha_spy_p1w": 0.058996411085934786, "alpha_c_p1w": 0.05067328263556792, "bench_spy_p1w": -0.010451173897683907, "bench_c_p1w": -0.0021280454473170396, "ret_p1m": 0.07288009419426533, "ret_signed_p1m": 0.07288009419426533, "alpha_spy_p1m": 0.03691551625881373, "alpha_c_p1m": -0.01961467468543443, "bench_spy_p1m": 0.0359645779354516, "bench_c_p1m": 0.09249476887969976, "ret_p3m": 0.16515138679096175, "ret_signed_p3m": 0.16515138679096175, "alpha_spy_p3m": 0.08481573379941865, "alpha_c_p3m": 0.03343941476999568, "bench_spy_p3m": 0.0803356529915431, "bench_c_p3m": 0.13171197202096607, "ret_p6m": 1.0450333582747762, "ret_signed_p6m": 1.0450333582747762, "alpha_spy_p6m": 0.9027993061898005, "alpha_c_p6m": 0.6601956559124049, "bench_spy_p6m": 0.14223405208497564, "bench_c_p6m": 0.38483770236237125, "ret_p1y": 7.934227328383091, "ret_signed_p1y": 7.934227328383091, "alpha_spy_p1y": 7.663443642576665, "alpha_c_p1y": 6.6172929236710285, "bench_spy_p1y": 0.270783685806427, "bench_c_p1y": 1.3169344047120624, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": 7.934227328383091, "alpha_spy_stated": 7.663443642576665, "alpha_c_stated": 6.6172929236710285, "price_path": [-0.1137, -0.1256, -0.1227, -0.1146, -0.1858, -0.1667, -0.1904, -0.208, -0.2164, -0.2398, -0.2521, -0.2364, -0.2374, -0.3601, -0.4429, -0.4115, -0.4359, -0.3297, -0.3971, -0.4014, -0.3887, -0.3885, -0.4033, -0.4078, -0.4078, -0.4255, -0.3957, -0.3723, -0.3336, -0.3133, -0.3238, -0.3383, -0.3377, -0.3306, -0.3052, -0.3078, -0.307, -0.2889, -0.2671, -0.261, -0.2056, -0.1657, -0.1795, -0.1784, -0.1565, -0.1509, -0.1556, -0.1751, -0.1838, -0.1963, -0.1963, -0.1704, -0.1721, -0.1668, -0.187, -0.1549, -0.1199, -0.1113, -0.0851, -0.0656, -0.045, -0.0176, -0.0013, 0.0, -0.005, 0.0315, 0.0358, 0.0485, 0.0485, 0.0639, 0.0508, 0.101, 0.0953, 0.0845, 0.0739, 0.0609, 0.0405, 0.0479, 0.0526, 0.0526, 0.0332, 0.0719, 0.0532, 0.0606, 0.0729, 0.0219, 0.0348, 0.0031, -0.0242, -0.0145, -0.0245, -0.059, -0.0538, -0.0374, -0.0414, -0.0415, -0.0354, -0.0115, -0.0597, -0.0964, -0.0715, -0.0604, -0.0628, -0.0362, 0.0243, 0.0659, 0.1006, 0.0706, 0.0794, 0.0413, 0.0644, 0.0515, 0.0098, -0.0024, 0.0139, 0.003, 0.0037, 0.0145, 0.0511, 0.0253, 0.0253, 0.0208, 0.0228, 0.0701, 0.1318, 0.1326, 0.1652, 0.2062, 0.2972, 0.3546, 0.3593, 0.3683, 0.3784, 0.4551, 0.402, 0.4183, 0.4337, 0.3932, 0.3512, 0.3549, 0.4121, 0.4415, 0.5693, 0.5831, 0.6193, 0.6462, 0.6008, 0.6943, 0.658, 0.5655, 0.6618, 0.6126, 0.6547, 0.746, 0.7447, 0.7825, 0.7439, 0.711, 0.782, 0.8881, 0.8974, 0.913, 0.9537, 0.9312, 0.9291, 1.0233, 0.8796, 1.0474, 1.0546, 1.0511, 1.1837, 1.0786, 1.1112, 1.0427, 1.1279, 1.0858, 0.9699, 0.9476, 0.736, 0.7877, 0.9305, 0.9356, 0.985, 0.985, 1.0387, 1.073, 1.0646, 1.0187, 0.9539, 1.045]}
{"unit_id": "orig:1962352700219375841", "ticker_idx": 0, "ts": "2025-09-01T03:11:57+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Here's my $PLTR PT range by next earnings $210.8 - $227.4", "tweet_type": "prediction", "timeline": "weeks", "summary": "Price target range of $210.8–$227.4 for PLTR by next earnings; bullish.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "original", "lang": "en", "tweet_text": "Here's my $PLTR PT range by next earnings\n\n$210.8 - $227.4", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.002418929485529464, "ret_signed_m1d": -0.002418929485529464, "alpha_spy_m1d": -0.00988450396041074, "alpha_c_m1d": -0.00988450396041074, "bench_spy_m1d": 0.007465574474881276, "bench_c_m1d": 0.007465574474881276, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.013941068766057496, "ret_signed_p1d": -0.013941068766057496, "alpha_spy_p1d": -0.019360614929065267, "alpha_c_p1d": -0.019360614929065267, "bench_spy_p1d": 0.005419546163007771, "bench_c_p1d": 0.005419546163007771, "ret_p1w": 0.03354767582478968, "ret_signed_p1w": 0.03354767582478968, "alpha_spy_p1w": 0.01783553161352791, "alpha_c_p1w": 0.01783553161352791, "bench_spy_p1w": 0.01571214421126177, "bench_c_p1w": 0.01571214421126177, "ret_p1m": 0.17735057139110544, "ret_signed_p1m": 0.17735057139110544, "alpha_spy_p1m": 0.13044343503365075, "alpha_c_p1m": 0.13044343503365075, "bench_spy_p1m": 0.04690713635745469, "bench_c_p1m": 0.04690713635745469, "ret_p3m": 0.07231523887693592, "ret_signed_p3m": 0.07231523887693592, "alpha_spy_p3m": 0.0020094729189414906, "alpha_c_p3m": 0.0020094729189414906, "bench_spy_p3m": 0.07030576595799443, "bench_c_p3m": 0.07030576595799443, "ret_p6m": -0.1457762711205871, "ret_signed_p6m": -0.1457762711205871, "alpha_spy_p6m": -0.23457571186513781, "alpha_c_p6m": -0.23457571186513781, "bench_spy_p6m": 0.0887994407445507, "bench_c_p6m": 0.0887994407445507, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.17735057139110544, "alpha_spy_stated": 0.13044343503365075, "alpha_c_stated": 0.13044343503365075, "price_path": [-0.2367, -0.187, -0.1593, -0.1546, -0.1318, -0.1394, -0.1253, -0.0998, -0.1202, -0.109, -0.109, -0.126, -0.1093, -0.0882, -0.0903, -0.0817, -0.1677, -0.1322, -0.1681, -0.159, -0.1447, -0.1447, -0.1144, -0.1106, -0.0889, -0.0929, -0.0954, -0.0505, -0.0542, -0.0393, -0.0197, -0.0227, -0.0337, -0.0511, -0.0157, -0.0142, 0.0109, 0.005, -0.0054, 0.0097, 0.008, -0.018, 0.0227, 0.103, 0.1429, 0.1598, 0.1901, 0.1629, 0.1902, 0.1737, 0.1523, 0.1278, 0.1078, 0.0042, -0.0069, -0.0058, 0.0105, 0.0005, 0.0241, -0.0024, 0.0066, -0.0024, -0.0024, 0.0, -0.0139, -0.006, -0.0253, -0.0063, 0.0335, 0.0614, 0.0463, 0.0913, 0.0899, 0.0838, 0.0716, 0.1266, 0.1611, 0.1416, 0.1621, 0.143, 0.1402, 0.1304, 0.1386, 0.1612, 0.1774, 0.1907, 0.1017, 0.1428, 0.1597, 0.1685, 0.1807, 0.1168, 0.1281, 0.1442, 0.1434, 0.1339, 0.1341, 0.156, 0.1555, 0.1171, 0.1489, 0.1753, 0.2043, 0.207, 0.2656, 0.2385, 0.2761, 0.3189, 0.2142, 0.1961, 0.1143, 0.1327, 0.2325, 0.2156, 0.1724, 0.0958, 0.1077, 0.0901, 0.0652, 0.053, -0.0086, -0.0143, 0.0328, 0.0411, 0.0553, 0.0553, 0.0723, 0.0662, 0.0866, 0.1209, 0.1326, 0.157, 0.1553, 0.1576, 0.1962, 0.1938, 0.1686, 0.1665, 0.1952, 0.1286, 0.1821, 0.231, 0.2348, 0.2358, 0.236, 0.236, 0.2013, 0.1724, 0.1512, 0.1315, 0.1315, 0.0686, 0.1079, 0.144, 0.1565, 0.1259, 0.1299, 0.1421, 0.1392, 0.1357, 0.1272, 0.0883, 0.0883, 0.0728, 0.0525, 0.0561, 0.0796, 0.0661, 0.0548, 0.0017, -0.0333, -0.0668, -0.0594, 0.005, -0.1117, -0.1724, -0.1349, -0.0903, -0.1119, -0.1363, -0.178, -0.1635, -0.1635, -0.1532, -0.1382, -0.1413, -0.1391, -0.1686, -0.1798, -0.1458]}
{"unit_id": "quote:1938087765230686525", "ticker_idx": 0, "ts": "2025-06-26T04:11:45+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": true, "quote": "Micron is the only US-based HBM (AI Memory) supplier for $NVDA $AMD $AVGO... a portfolio of HBMs is about to change this company forever... It will be a multi-year super cycle driven by AI and Rate Cuts", "tweet_type": "sarcasm", "timeline": "years", "summary": "Strongly bullish MU via sarcastic framing: sole US HBM supplier, multi-year AI supercycle, HBM portfolio to permanently attenuate cycles and dominate revenue.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "Here's some healthy sarcasm for $MU\n\n$MU Forward PE is  ~12. That's way too EXPENSIVE. I know Micron enabling AI GPUs but how dare you, worthless Micron?\n\nMicron is the only US-based HBM (AI Memory) supplier for $NVDA $AMD $AVGO. How dare you, Trump-backed Micron?\n\nMicron HBMs directly enable those AI GPUs. The memory is increasingly becoming a critical bottleneck in many AI scenarios. How dare you become critical chip in Blackwell/Rubin, you worthless HBM?\n\nI know you are at the heart of AI GPU enablement but you deserve a forward PE of single digits like 9 or 8 or maybe even 5. How dare you, Micron?\n\nNow seriously...\n\nThis lackluster $MU AH price action is getting old. The market thinks the cycle will be over soon and they dump the stock believing it's not worth holding this name. Market does what it always. \n\nHowever, Market does not care UNTIL it does and at the moment the market is just accustomed to its old habits and old Micron and it fails to take into account that a portfolio of HBMs is about to change this company forever. The peak and trough of their cycles will be greatly attenuated because HBM3,4,5 is expected to add about 40% more revenue, one huge line of products to their existing portfolio and this will play a constantly rhythmical music for years rather than making a dramatic intro without a satisfying continuum. You just gotta remember HBM was a product that Micron never sold in a significant way and now it's headed to become the most important product they've ever made in its history.\n\nIt will be a multi-year super cycle driven by AI and Rate Cuts. RoboTaxi evolution is going to make Micron's Automotive revenue more prominent over the next decade, too.\n\nMr. Market, you are looking at an old photo of Micron with DRAM, NAND & NOR chips on it, not the new photo of Micron with HBM and Automotive Chips on it.", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": 0.00992064949241711, "ret_signed_m1d": 0.00992064949241711, "alpha_spy_m1d": 0.01768362155792136, "alpha_c_m1d": 0.017135688419591344, "bench_spy_m1d": -0.007762972065504248, "bench_c_m1d": -0.007215038927174233, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.009841259532637148, "ret_signed_p1d": -0.009841259532637148, "alpha_spy_p1d": -0.014809682683096792, "alpha_c_p1d": -0.014242418921685207, "bench_spy_p1d": 0.004968423150459644, "bench_c_p1d": 0.004401159389048059, "ret_p1w": -0.02944438863813137, "ret_signed_p1w": -0.02944438863813137, "alpha_spy_p1w": -0.05145887434198848, "alpha_c_p1w": -0.05260456088996601, "bench_spy_p1w": 0.022014485703857112, "bench_c_p1w": 0.023160172251834643, "ret_p1m": -0.11615297377005496, "ret_signed_p1m": -0.11615297377005496, "alpha_spy_p1m": -0.15738719454849648, "alpha_c_p1m": -0.15327409670677328, "bench_spy_p1m": 0.04123422077844152, "bench_c_p1m": 0.03712112293671832, "ret_p3m": 0.32195742379580516, "ret_signed_p3m": 0.32195742379580516, "alpha_spy_p3m": 0.2350456212240093, "alpha_c_p3m": 0.161423497883884, "bench_spy_p3m": 0.08691180257179587, "bench_c_p3m": 0.16053392591192117, "ret_p6m": 1.1137858419417523, "ret_signed_p6m": 1.1137858419417523, "alpha_spy_p6m": 0.9950946687445708, "alpha_c_p6m": 0.8286848481828666, "bench_spy_p6m": 0.11869117319718159, "bench_c_p6m": 0.28510099375888576, "ret_p1y": 7.655510030417643, "ret_signed_p1y": 7.655510030417643, "alpha_spy_p1y": 7.411401623946933, "alpha_c_p1y": 6.313830842281525, "bench_spy_p1y": 0.24410840647070997, "bench_c_p1y": 1.3416791881361183, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": 7.655510030417643, "alpha_spy_stated": 7.411401623946933, "alpha_c_stated": 6.313830842281525, "price_path": [-0.3104, -0.296, -0.2968, -0.41, -0.4863, -0.4574, -0.4798, -0.382, -0.444, -0.448, -0.4363, -0.4362, -0.4498, -0.454, -0.454, -0.4703, -0.4428, -0.4212, -0.3856, -0.3668, -0.3765, -0.3898, -0.3893, -0.3828, -0.3594, -0.3617, -0.361, -0.3443, -0.3242, -0.3186, -0.2675, -0.2307, -0.2435, -0.2425, -0.2222, -0.2171, -0.2214, -0.2394, -0.2474, -0.259, -0.259, -0.2351, -0.2367, -0.2317, -0.2503, -0.2208, -0.1885, -0.1806, -0.1564, -0.1384, -0.1194, -0.0941, -0.0791, -0.0779, -0.0825, -0.0489, -0.0449, -0.0332, -0.0332, -0.019, -0.0311, 0.0152, 0.0099, 0.0, -0.0098, -0.0218, -0.0406, -0.0338, -0.0294, -0.0294, -0.0474, -0.0116, -0.0289, -0.022, -0.0107, -0.0578, -0.0458, -0.0751, -0.1003, -0.0913, -0.1005, -0.1324, -0.1275, -0.1124, -0.1162, -0.1162, -0.1106, -0.0885, -0.133, -0.1668, -0.1439, -0.1336, -0.1359, -0.1113, -0.0555, -0.0172, 0.0148, -0.0128, -0.0047, -0.0398, -0.0185, -0.0304, -0.0689, -0.0802, -0.0652, -0.0752, -0.0745, -0.0646, -0.0308, -0.0546, -0.0546, -0.0588, -0.0569, -0.0133, 0.0436, 0.0443, 0.0743, 0.1122, 0.1961, 0.249, 0.2533, 0.2617, 0.271, 0.3417, 0.2927, 0.3077, 0.322, 0.2846, 0.2459, 0.2493, 0.302, 0.3292, 0.447, 0.4597, 0.4931, 0.5179, 0.476, 0.5623, 0.5288, 0.4435, 0.5323, 0.4869, 0.5257, 0.6099, 0.6087, 0.6436, 0.608, 0.5776, 0.6431, 0.741, 0.7496, 0.764, 0.8015, 0.7806, 0.7787, 0.8656, 0.7331, 0.8879, 0.8945, 0.8912, 1.0135, 0.9166, 0.9467, 0.8835, 0.962, 0.9232, 0.8163, 0.7958, 0.6007, 0.6484, 0.78, 0.7848, 0.8303, 0.8303, 0.8798, 0.9114, 0.9037, 0.8613, 0.8016, 0.8857, 0.9628, 1.0065, 1.0962, 1.0545, 0.9168, 0.8879, 0.8482, 0.7926, 0.9757, 1.1138]}
{"unit_id": "quote:1951853087683117515", "ticker_idx": 0, "ts": "2025-08-03T03:50:14+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "🔥 $PLTR x AIG Unreal Testimonial", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish PLTR; shares AIG testimonial highlighting dramatic efficiency gains as evidence of durable enterprise value.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "🔥 $PLTR x AIG Unreal Testimonial \n\n\"...A THREE TO FOUR WEEK underwriting timeline review for each submission could be reduced down to LESS than ONE DAY\"\n\n\"With additional underwriter capacity, this unlock can enable AIG to review 100 percent of the relevant submissions we receive. We consistently achieved over a 90 percent data quality accuracy rate compared to our manual input process \n\n\"So, if I increasing our underwriter capacity 2 to 5x, Providers such as Palantir have helped us unlock an opportunity to accelerate our potential growth. It's a new era for AIG, achieving transformation that impacts all of our stakeholders.\"", "reply_text": null, "parent_text": null, "quoted_text": "$PLTR valuation makes ZERO sense \n\nBut then why do institutions keep buying it?\nWhat do they know that you don't?\n\nI work in BIG DATA analytics and let me share the secrets of Palantir in the most basic way\n\nPalantir has monopoly on Automated Governance, serving as the ultimate https://t.co/XGLRmO7rq8", "parent_author": null, "ret_m1d": -0.039773429876719724, "ret_signed_m1d": -0.039773429876719724, "alpha_spy_m1d": -0.024801239479641635, "alpha_c_m1d": -0.024801239479641635, "bench_spy_m1d": -0.014972190397078089, "bench_c_m1d": -0.014972190397078089, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.07848873598230566, "ret_signed_p1d": 0.07848873598230566, "alpha_spy_p1d": 0.08355876009901853, "alpha_c_p1d": 0.08355876009901853, "bench_spy_p1d": -0.005070024116712868, "bench_c_p1d": -0.005070024116712868, "ret_p1w": 0.13705955752361998, "ret_signed_p1w": 0.13705955752361998, "alpha_spy_p1w": 0.12953386421945434, "alpha_c_p1w": 0.12953386421945434, "bench_spy_p1w": 0.007525693304165637, "bench_c_p1w": 0.007525693304165637, "ret_p1m": -0.022220884120773277, "ret_signed_p1m": -0.022220884120773277, "alpha_spy_p1m": -0.03663860326597834, "alpha_c_p1m": -0.03663860326597834, "bench_spy_p1m": 0.014417719145205066, "bench_c_p1m": 0.014417719145205066, "ret_p3m": 0.21094235414636175, "ret_signed_p3m": 0.21094235414636175, "alpha_spy_p3m": 0.13086110078907787, "alpha_c_p3m": 0.13086110078907787, "bench_spy_p3m": 0.08008125335728389, "bench_c_p3m": 0.08008125335728389, "ret_p6m": 0.03137055378594811, "ret_signed_p6m": 0.03137055378594811, "alpha_spy_p6m": -0.07685546868113713, "alpha_c_p6m": -0.07685546868113713, "bench_spy_p6m": 0.10822602246708524, "bench_c_p6m": 0.10822602246708524, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.022220884120773277, "alpha_spy_stated": -0.03663860326597834, "alpha_c_stated": -0.03663860326597834, "price_path": [-0.3123, -0.2584, -0.2699, -0.2627, -0.2027, -0.1897, -0.2025, -0.1938, -0.2137, -0.2183, -0.2495, -0.2388, -0.2325, -0.2325, -0.232, -0.2297, -0.2386, -0.1798, -0.1781, -0.1711, -0.1908, -0.2536, -0.205, -0.178, -0.1733, -0.1511, -0.1585, -0.1448, -0.1198, -0.1398, -0.1288, -0.1288, -0.1454, -0.1291, -0.1085, -0.1105, -0.1021, -0.1862, -0.1515, -0.1866, -0.1776, -0.1637, -0.1637, -0.1341, -0.1304, -0.1091, -0.113, -0.1155, -0.0716, -0.0752, -0.0607, -0.0415, -0.0444, -0.0552, -0.0721, -0.0375, -0.0361, -0.0116, -0.0173, -0.0275, -0.0128, -0.0144, -0.0398, 0.0, 0.0785, 0.1175, 0.1341, 0.1637, 0.1371, 0.1638, 0.1476, 0.1267, 0.1028, 0.0832, -0.0181, -0.0289, -0.0279, -0.012, -0.0217, 0.0013, -0.0245, -0.0158, -0.0246, -0.0246, -0.0222, -0.0359, -0.0281, -0.047, -0.0284, 0.0106, 0.0378, 0.023, 0.067, 0.0657, 0.0598, 0.0477, 0.1015, 0.1353, 0.1162, 0.1363, 0.1176, 0.1149, 0.1053, 0.1133, 0.1354, 0.1512, 0.1643, 0.0772, 0.1175, 0.1339, 0.1425, 0.1544, 0.092, 0.103, 0.1188, 0.118, 0.1087, 0.1089, 0.1303, 0.1298, 0.0923, 0.1234, 0.1492, 0.1775, 0.1801, 0.2375, 0.2109, 0.2478, 0.2896, 0.1872, 0.1696, 0.0896, 0.1075, 0.2051, 0.1886, 0.1463, 0.0715, 0.0831, 0.0659, 0.0415, 0.0296, -0.0306, -0.0362, 0.0099, 0.018, 0.0318, 0.0318, 0.0485, 0.0425, 0.0624, 0.096, 0.1074, 0.1313, 0.1297, 0.1318, 0.1696, 0.1673, 0.1426, 0.1406, 0.1686, 0.1035, 0.1558, 0.2037, 0.2074, 0.2083, 0.2086, 0.2086, 0.1746, 0.1464, 0.1256, 0.1064, 0.1064, 0.0448, 0.0833, 0.1186, 0.1308, 0.1008, 0.1048, 0.1167, 0.1139, 0.1104, 0.1021, 0.0641, 0.0641, 0.049, 0.0291, 0.0326, 0.0556, 0.0424, 0.0314]}
{"unit_id": "quote:1937966561194811853", "ticker_idx": 0, "ts": "2025-06-25T20:10:08+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU Bargain of the Century", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long MU as a bargain at 15.5x PE / 2.33x sales with 50% sequential HBM growth and rising DRAM/NAND prices.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "Follower: Hi TW, can you find an AI company with single-digit forward PE opportunity so I can invest? \n\nMe: Are you trolling 🧌 ?\n\nFollower: No\n\nMe: $MU", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": 0.00992064949241711, "ret_signed_m1d": 0.00992064949241711, "alpha_spy_m1d": 0.01768362155792136, "alpha_c_m1d": 0.017135688419591344, "bench_spy_m1d": -0.007762972065504248, "bench_c_m1d": -0.007215038927174233, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.009841259532637148, "ret_signed_p1d": -0.009841259532637148, "alpha_spy_p1d": -0.014809682683096792, "alpha_c_p1d": -0.014242418921685207, "bench_spy_p1d": 0.004968423150459644, "bench_c_p1d": 0.004401159389048059, "ret_p1w": -0.02944438863813137, "ret_signed_p1w": -0.02944438863813137, "alpha_spy_p1w": -0.05145887434198848, "alpha_c_p1w": -0.05260456088996601, "bench_spy_p1w": 0.022014485703857112, "bench_c_p1w": 0.023160172251834643, "ret_p1m": -0.11615297377005496, "ret_signed_p1m": -0.11615297377005496, "alpha_spy_p1m": -0.15738719454849648, "alpha_c_p1m": -0.15327409670677328, "bench_spy_p1m": 0.04123422077844152, "bench_c_p1m": 0.03712112293671832, "ret_p3m": 0.32195742379580516, "ret_signed_p3m": 0.32195742379580516, "alpha_spy_p3m": 0.2350456212240093, "alpha_c_p3m": 0.161423497883884, "bench_spy_p3m": 0.08691180257179587, "bench_c_p3m": 0.16053392591192117, "ret_p6m": 1.1137858419417523, "ret_signed_p6m": 1.1137858419417523, "alpha_spy_p6m": 0.9950946687445708, "alpha_c_p6m": 0.8286848481828666, "bench_spy_p6m": 0.11869117319718159, "bench_c_p6m": 0.28510099375888576, "ret_p1y": 7.655510030417643, "ret_signed_p1y": 7.655510030417643, "alpha_spy_p1y": 7.411401623946933, "alpha_c_p1y": 6.313830842281525, "bench_spy_p1y": 0.24410840647070997, "bench_c_p1y": 1.3416791881361183, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.11615297377005496, "alpha_spy_stated": -0.15738719454849648, "alpha_c_stated": -0.15327409670677328, "price_path": [-0.3104, -0.296, -0.2968, -0.41, -0.4863, -0.4574, -0.4798, -0.382, -0.444, -0.448, -0.4363, -0.4362, -0.4498, -0.454, -0.454, -0.4703, -0.4428, -0.4212, -0.3856, -0.3668, -0.3765, -0.3898, -0.3893, -0.3828, -0.3594, -0.3617, -0.361, -0.3443, -0.3242, -0.3186, -0.2675, -0.2307, -0.2435, -0.2425, -0.2222, -0.2171, -0.2214, -0.2394, -0.2474, -0.259, -0.259, -0.2351, -0.2367, -0.2317, -0.2503, -0.2208, -0.1885, -0.1806, -0.1564, -0.1384, -0.1194, -0.0941, -0.0791, -0.0779, -0.0825, -0.0489, -0.0449, -0.0332, -0.0332, -0.019, -0.0311, 0.0152, 0.0099, 0.0, -0.0098, -0.0218, -0.0406, -0.0338, -0.0294, -0.0294, -0.0474, -0.0116, -0.0289, -0.022, -0.0107, -0.0578, -0.0458, -0.0751, -0.1003, -0.0913, -0.1005, -0.1324, -0.1275, -0.1124, -0.1162, -0.1162, -0.1106, -0.0885, -0.133, -0.1668, -0.1439, -0.1336, -0.1359, -0.1113, -0.0555, -0.0172, 0.0148, -0.0128, -0.0047, -0.0398, -0.0185, -0.0304, -0.0689, -0.0802, -0.0652, -0.0752, -0.0745, -0.0646, -0.0308, -0.0546, -0.0546, -0.0588, -0.0569, -0.0133, 0.0436, 0.0443, 0.0743, 0.1122, 0.1961, 0.249, 0.2533, 0.2617, 0.271, 0.3417, 0.2927, 0.3077, 0.322, 0.2846, 0.2459, 0.2493, 0.302, 0.3292, 0.447, 0.4597, 0.4931, 0.5179, 0.476, 0.5623, 0.5288, 0.4435, 0.5323, 0.4869, 0.5257, 0.6099, 0.6087, 0.6436, 0.608, 0.5776, 0.6431, 0.741, 0.7496, 0.764, 0.8015, 0.7806, 0.7787, 0.8656, 0.7331, 0.8879, 0.8945, 0.8912, 1.0135, 0.9166, 0.9467, 0.8835, 0.962, 0.9232, 0.8163, 0.7958, 0.6007, 0.6484, 0.78, 0.7848, 0.8303, 0.8303, 0.8798, 0.9114, 0.9037, 0.8613, 0.8016, 0.8857, 0.9628, 1.0065, 1.0962, 1.0545, 0.9168, 0.8879, 0.8482, 0.7926, 0.9757, 1.1138]}
{"unit_id": "orig:1954766587590013134", "ticker_idx": 0, "ts": "2025-08-11T04:47:26+00:00", "symbol": "BROS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Good Earnings: (W) BLUE Candle + 50 MA Support + Formidable Volume + Middle Bollinger Band Cross. Looking Bullish!", "tweet_type": "prediction", "timeline": "weeks", "summary": "Bullish BROS on weekly blue candle, 50MA support, volume, and Bollinger Band cross after good earnings.", "resolved_tickers": ["BROS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Restaurants'", "bench_c_industry": "Restaurants", "unit_kind": "original", "lang": "en", "tweet_text": "🟦 $BROS Good Earnings: (W) BLUE Candle + 50 MA Support + Formidable Volume + Middle Bollinger Band Cross. Looking Bullish!\n\n(W) BLUE candle Nov/24 = 169% Gains 💰\n\n230+ Daily Smart Candle Alerts. Free Trial:\nhttps://t.co/ZQDP5HCFyq https://t.co/T0R7yWLzGk", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.020746909547019965, "ret_signed_m1d": -0.020746909547019965, "alpha_spy_m1d": -0.0227284261957289, "alpha_c_m1d": -0.01816169829326686, "bench_spy_m1d": 0.0019815166487089364, "bench_c_m1d": -0.002585211253753106, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.019857680367956654, "ret_signed_p1d": 0.019857680367956654, "alpha_spy_p1d": 0.009211601522439716, "alpha_c_p1d": 0.009249740036104681, "bench_spy_p1d": 0.010646078845516938, "bench_c_p1d": 0.010607940331851973, "ret_p1w": -0.030823973437769103, "ret_signed_p1w": -0.030823973437769103, "alpha_spy_p1w": -0.04242932022356172, "alpha_c_p1w": -0.05578391770758073, "bench_spy_p1w": 0.011605346785792614, "bench_c_p1w": 0.02495994426981163, "ret_p1m": -0.0272673959061992, "ret_signed_p1m": -0.0272673959061992, "alpha_spy_p1m": -0.049927565752424186, "alpha_c_p1m": -0.07776657354459815, "bench_spy_p1m": 0.022660169846224987, "bench_c_p1m": 0.05049917763839895, "ret_p3m": -0.21132189429218884, "ret_signed_p3m": -0.21132189429218884, "alpha_spy_p3m": -0.268323565271922, "alpha_c_p3m": -0.2627809564346524, "bench_spy_p3m": 0.05700167097973319, "bench_c_p3m": 0.05145906214246354, "ret_p6m": -0.20732070217108722, "ret_signed_p6m": -0.20732070217108722, "alpha_spy_p6m": -0.29784289231419914, "alpha_c_p6m": -0.28989859623314773, "bench_spy_p6m": 0.09052219014311191, "bench_c_p6m": 0.08257789406206051, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.0272673959061992, "alpha_spy_stated": -0.049927565752424186, "alpha_c_stated": -0.07776657354459815, "price_path": [0.0658, 0.0615, 0.0925, 0.0656, -0.0003, -0.0382, 0.0145, 0.0061, 0.0061, 0.0396, 0.0476, 0.0333, 0.0699, 0.0634, 0.0492, 0.0719, 0.0821, 0.083, 0.0874, 0.0416, 0.0591, 0.0581, 0.0098, 0.0493, 0.0216, 0.0348, 0.0348, 0.0019, 0.0265, 0.0431, 0.0159, -0.0003, 0.0276, 0.0132, -0.0056, -0.0212, -0.0039, -0.0039, -0.015, -0.0206, -0.0172, -0.0559, -0.0615, -0.0599, -0.0536, -0.0682, -0.0593, -0.0461, -0.0728, -0.0697, -0.0692, -0.1337, -0.1183, -0.1223, -0.1359, -0.1098, -0.1217, -0.1596, -0.1334, -0.1486, -0.1436, 0.0413, -0.0207, 0.0, 0.0199, 0.0009, -0.0625, -0.0665, -0.0308, -0.0542, -0.0673, -0.0645, -0.029, 0.032, 0.071, 0.0849, 0.1002, 0.0645, 0.0645, 0.0815, 0.0627, 0.0585, -0.0222, -0.0471, -0.0273, -0.0363, -0.0145, -0.0434, -0.0797, -0.1206, -0.1412, -0.1387, -0.1313, -0.1811, -0.1798, -0.1984, -0.2092, -0.2131, -0.221, -0.2244, -0.2364, -0.2245, -0.2509, -0.2734, -0.2937, -0.2897, -0.2644, -0.2756, -0.2248, -0.2158, -0.1848, -0.1919, -0.1863, -0.1686, -0.148, -0.1537, -0.1532, -0.1566, -0.1128, -0.1209, -0.1429, -0.1771, -0.1769, -0.1925, -0.1824, -0.1766, -0.2113, -0.2082, -0.16, -0.17, -0.1461, -0.1795, -0.2041, -0.235, -0.2398, -0.2558, -0.2461, -0.1873, -0.2092, -0.1498, -0.1363, -0.1363, -0.1314, -0.1203, -0.1266, -0.0929, -0.0977, -0.1341, -0.1393, -0.1271, -0.0959, -0.0943, -0.0937, -0.1021, -0.0812, -0.0662, -0.0372, -0.0393, -0.0459, -0.0587, -0.0501, -0.0501, -0.0514, -0.0445, -0.0806, -0.0928, -0.0928, -0.0788, -0.1091, -0.0625, -0.0633, -0.0655, -0.0757, -0.0858, -0.096, -0.0739, -0.094, -0.079, -0.079, -0.09, -0.0934, -0.1014, -0.0965, -0.1274, -0.1432, -0.1488, -0.1483, -0.194, -0.1735, -0.2073]}
{"unit_id": "thread:1929678280485229029", "ticker_idx": 0, "ts": "2025-06-02T23:15:28+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "most likely HD Hyundai who is a big partner of Palantir", "tweet_type": "analysis", "timeline": "unspecified", "summary": "US Navy South Korea investment push seen as a catalyst for Palantir and HD Hyundai via autonomous naval/smart shipyard partnerships.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "self_thread", "lang": "en", "tweet_text": "🚨 $PLTR @USNavy to explore additional investments in South Korea, most likely HD Hyundai who is a big partner of Palantir.\n\n\"Current  Secretary of the Navy John Phelan is following suit, pitching “dual-use” shipbuilding to U.S.-Japan cooperation and visiting South Korea to explore additional investments. This adds to partnerships with HD Hyundai by Palantir Technologies and Anduril Industries to develop autonomous naval systems and smart shipyard platforms.\n\nSouth Korea’s specialization in Shipbuilding industry presents the United States with potential new opportunities for leveraging partners to meet its fleet maintenance and force projection goals.\n\nCollaboration with Korea in these areas has so far centered on investments for revitalizing U.S. shipyard capacity and cooperation on AI technology and MRO. Then Secretary of the Navy Carlos Del Toro visited South Korea in February 2024 and kickstarted discussions to attract investments from Korean firms in U.S. shipyards. Shortly thereafter, in June 2024, Hanwha Group announced their acquisition of the Philadelphia “Philly” Shipyard, which was subsequently cleared by the Committee on Foreign Investment in the United States (CFIUS) last September. Current  Secretary of the Navy John Phelan is following suit, pitching “dual-use” shipbuilding to U.S.-Japan cooperation and visiting South Korea to explore additional investments. This adds to partnerships with HD Hyundai by Palantir Technologies and Anduril Industries to develop autonomous naval systems and smart shipyard platforms. Along with continued shipyard investments and autonomous technology partnerships, the next steps for the United States and Korea will likely feature commercial shipbuilding and MRO for naval support vessels\n\n---\n\nhttps://t.co/NYiwE4RbIJ", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.008485431391077491, "ret_signed_m1d": -0.008485431391077491, "alpha_spy_m1d": -0.0028153127233269126, "alpha_c_m1d": -0.0028153127233269126, "bench_spy_m1d": -0.005670118667750579, "bench_c_m1d": -0.005670118667750579, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.023729095934209243, "ret_signed_p1d": -0.023729095934209243, "alpha_spy_p1d": -0.023460583502426302, "alpha_c_p1d": -0.023460583502426302, "bench_spy_p1d": -0.00026851243178294126, "bench_c_p1d": -0.00026851243178294126, "ret_p1w": -0.0027033161770780856, "ret_signed_p1w": -0.0027033161770780856, "alpha_spy_p1w": -0.014429812695190392, "alpha_c_p1w": -0.014429812695190392, "bench_spy_p1w": 0.011726496518112306, "bench_c_p1w": 0.011726496518112306, "ret_p1m": -0.007884681731584409, "ret_signed_p1m": -0.007884681731584409, "alpha_spy_p1m": -0.05182810140665117, "alpha_c_p1m": -0.05182810140665117, "bench_spy_p1m": 0.043943419675066764, "bench_c_p1m": 0.043943419675066764, "ret_p3m": 0.17676660560630175, "ret_signed_p3m": 0.17676660560630175, "alpha_spy_p3m": 0.09143229568792388, "alpha_c_p3m": 0.09143229568792388, "bench_spy_p3m": 0.08533430991837787, "bench_c_p3m": 0.08533430991837787, "ret_p6m": 0.24479992905127035, "ret_signed_p6m": 0.24479992905127035, "alpha_spy_p6m": 0.09802798114517408, "alpha_c_p6m": 0.09802798114517408, "bench_spy_p6m": 0.14677194790609627, "bench_c_p6m": 0.14677194790609627, "ret_p1y": 0.03187651254453061, "ret_signed_p1y": 0.03187651254453061, "alpha_spy_p1y": -0.22839323134797973, "alpha_c_p1y": -0.22839323134797973, "bench_spy_p1y": 0.26026974389251034, "bench_c_p1y": 0.26026974389251034, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.007884681731584409, "alpha_spy_stated": -0.05182810140665117, "alpha_c_stated": -0.05182810140665117, "price_path": [-0.3958, -0.3624, -0.4264, -0.4139, -0.3719, -0.4021, -0.3524, -0.3441, -0.3701, -0.3535, -0.3438, -0.317, -0.2735, -0.2754, -0.3071, -0.3235, -0.3553, -0.3662, -0.3641, -0.3433, -0.3722, -0.4442, -0.4155, -0.4194, -0.3091, -0.3348, -0.3351, -0.3045, -0.2611, -0.3038, -0.2958, -0.2958, -0.3182, -0.2942, -0.2429, -0.1907, -0.1531, -0.1391, -0.1283, -0.1106, -0.1274, -0.0668, -0.0706, -0.1825, -0.1704, -0.1053, -0.1192, -0.1105, -0.0381, -0.0225, -0.0379, -0.0274, -0.0514, -0.0569, -0.0945, -0.0817, -0.074, -0.074, -0.0734, -0.0707, -0.0815, -0.0104, -0.0085, 0.0, -0.0237, -0.0996, -0.0409, -0.0083, -0.0027, 0.0242, 0.0152, 0.0318, 0.0619, 0.0378, 0.051, 0.051, 0.031, 0.0507, 0.0755, 0.0731, 0.0832, -0.0182, 0.0237, -0.0187, -0.0079, 0.0089, 0.0089, 0.0447, 0.0491, 0.0748, 0.0701, 0.0671, 0.12, 0.1157, 0.1332, 0.1563, 0.1528, 0.1398, 0.1194, 0.1611, 0.1629, 0.1925, 0.1856, 0.1732, 0.191, 0.1891, 0.1584, 0.2064, 0.3011, 0.3482, 0.3682, 0.4039, 0.3718, 0.404, 0.3845, 0.3593, 0.3304, 0.3068, 0.1846, 0.1715, 0.1728, 0.192, 0.1802, 0.208, 0.1768, 0.1874, 0.1768, 0.1768, 0.1796, 0.1632, 0.1725, 0.1497, 0.1722, 0.2192, 0.2521, 0.2342, 0.2873, 0.2856, 0.2785, 0.264, 0.3289, 0.3696, 0.3466, 0.3708, 0.3484, 0.345, 0.3334, 0.3431, 0.3698, 0.3888, 0.4046, 0.2996, 0.3481, 0.368, 0.3784, 0.3927, 0.3174, 0.3307, 0.3497, 0.3488, 0.3375, 0.3378, 0.3636, 0.363, 0.3178, 0.3553, 0.3864, 0.4206, 0.4237, 0.4929, 0.4609, 0.5054, 0.5558, 0.4323, 0.411, 0.3145, 0.3361, 0.4539, 0.434, 0.383, 0.2926, 0.3067, 0.286, 0.2565, 0.2422, 0.1695, 0.1628, 0.2184, 0.2281, 0.2448]}
{"unit_id": "thread:1929678280485229029", "ticker_idx": 1, "ts": "2025-06-02T23:15:28+00:00", "symbol": "HD Hyundai", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "most likely HD Hyundai who is a big partner of Palantir", "tweet_type": "analysis", "timeline": "unspecified", "summary": "US Navy South Korea investment push seen as a catalyst for Palantir and HD Hyundai via autonomous naval/smart shipyard partnerships.", "resolved_tickers": ["009540.KS"], "resolution_method": "exchange_ticker", "resolution_reason": "HD Hyundai (parent holding) listed on KOSPI; Palantir partner context", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "self_thread", "lang": "en", "tweet_text": "🚨 $PLTR @USNavy to explore additional investments in South Korea, most likely HD Hyundai who is a big partner of Palantir.\n\n\"Current  Secretary of the Navy John Phelan is following suit, pitching “dual-use” shipbuilding to U.S.-Japan cooperation and visiting South Korea to explore additional investments. This adds to partnerships with HD Hyundai by Palantir Technologies and Anduril Industries to develop autonomous naval systems and smart shipyard platforms.\n\nSouth Korea’s specialization in Shipbuilding industry presents the United States with potential new opportunities for leveraging partners to meet its fleet maintenance and force projection goals.\n\nCollaboration with Korea in these areas has so far centered on investments for revitalizing U.S. shipyard capacity and cooperation on AI technology and MRO. Then Secretary of the Navy Carlos Del Toro visited South Korea in February 2024 and kickstarted discussions to attract investments from Korean firms in U.S. shipyards. Shortly thereafter, in June 2024, Hanwha Group announced their acquisition of the Philadelphia “Philly” Shipyard, which was subsequently cleared by the Committee on Foreign Investment in the United States (CFIUS) last September. Current  Secretary of the Navy John Phelan is following suit, pitching “dual-use” shipbuilding to U.S.-Japan cooperation and visiting South Korea to explore additional investments. This adds to partnerships with HD Hyundai by Palantir Technologies and Anduril Industries to develop autonomous naval systems and smart shipyard platforms. Along with continued shipyard investments and autonomous technology partnerships, the next steps for the United States and Korea will likely feature commercial shipbuilding and MRO for naval support vessels\n\n---\n\nhttps://t.co/NYiwE4RbIJ", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.04580153421227395, "ret_signed_m1d": -0.04580153421227395, "alpha_spy_m1d": -0.040131415544523374, "alpha_c_m1d": -0.03814876297445058, "bench_spy_m1d": -0.005670118667750579, "bench_c_m1d": -0.007652771237823375, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.02595418962951679, "ret_signed_p1d": -0.02595418962951679, "alpha_spy_p1d": -0.025685677197733847, "alpha_c_p1d": -0.026510699904573, "bench_spy_p1d": -0.00026851243178294126, "bench_c_p1d": 0.0005565102750562101, "ret_p1w": 0.027480900891206694, "ret_signed_p1w": 0.027480900891206694, "alpha_spy_p1w": 0.01575440437309439, "alpha_c_p1w": 0.02448944246112217, "bench_spy_p1w": 0.011726496518112306, "bench_c_p1w": 0.002991458430084526, "ret_p1m": 0.018148031494826133, "ret_signed_p1m": 0.018148031494826133, "alpha_spy_p1m": -0.02579538818024063, "alpha_c_p1m": -0.015739022372132982, "bench_spy_p1m": 0.043943419675066764, "bench_c_p1m": 0.033887053866959116, "ret_p3m": 0.27846123606470985, "ret_signed_p3m": 0.27846123606470985, "alpha_spy_p3m": 0.19312692614633198, "alpha_c_p3m": 0.21770821726609468, "bench_spy_p3m": 0.08533430991837787, "bench_c_p3m": 0.060753018798615166, "ret_p6m": 0.31542885564792833, "ret_signed_p6m": 0.31542885564792833, "alpha_spy_p6m": 0.16865690774183206, "alpha_c_p6m": 0.24475776680969097, "bench_spy_p6m": 0.14677194790609627, "bench_c_p6m": 0.07067108883823736, "ret_p1y": 0.3226915831180883, "ret_signed_p1y": 0.3226915831180883, "alpha_spy_p1y": 0.06242183922557798, "alpha_c_p1y": 0.12032471040600878, "bench_spy_p1y": 0.26026974389251034, "bench_c_p1y": 0.20236687271207954, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.018148031494826133, "alpha_spy_stated": -0.02579538818024063, "alpha_c_stated": -0.015739022372132982, "price_path": [-0.287, -0.2885, -0.3374, -0.3511, -0.345, -0.3466, -0.3389, -0.3267, -0.3313, -0.3603, -0.3481, -0.3557, -0.3679, -0.3664, -0.4003, -0.3863, -0.3863, -0.3786, -0.371, -0.3664, -0.3771, -0.4315, -0.414, -0.4031, -0.3496, -0.3252, -0.3099, -0.3099, -0.3099, -0.2977, -0.3099, -0.3221, -0.2962, -0.287, -0.2382, -0.1893, -0.1863, -0.1771, -0.1695, -0.1695, -0.1527, -0.1527, -0.1527, -0.145, -0.1237, -0.1344, -0.1664, -0.1359, -0.1206, -0.1176, -0.1237, -0.1206, -0.1481, -0.1099, -0.1206, -0.1191, -0.0947, -0.0962, -0.116, -0.0519, -0.0336, -0.0458, -0.0458, 0.0, -0.026, -0.026, -0.0183, 0.0244, 0.0275, 0.0397, 0.0702, 0.1221, 0.1145, 0.1252, 0.1573, 0.1466, 0.1466, 0.1969, 0.1115, 0.1069, 0.1213, 0.1275, 0.1244, 0.0597, 0.0181, -0.0542, -0.0296, -0.0127, 0.0089, 0.0135, -0.0111, 0.0012, 0.0104, 0.0181, 0.0228, 0.0212, 0.0505, 0.0397, 0.0305, 0.0397, 0.0905, 0.089, 0.0659, 0.0921, 0.1059, 0.0567, 0.0397, 0.0982, 0.0782, 0.1213, 0.1244, 0.1198, 0.0967, 0.1691, 0.166, 0.166, 0.1383, 0.0936, 0.0767, 0.0952, 0.1106, 0.1337, 0.069, 0.1383, 0.2584, 0.2523, 0.2785, 0.2769, 0.2661, 0.3, 0.32, 0.3077, 0.2754, 0.2769, 0.3031, 0.2831, 0.2677, 0.2815, 0.2815, 0.2661, 0.2661, 0.2415, 0.2307, 0.2554, 0.2415, 0.2246, 0.2323, 0.2661, 0.2769, 0.2769, 0.2769, 0.2769, 0.2769, 0.2769, 0.2769, 0.2785, 0.2939, 0.2569, 0.317, 0.3016, 0.2954, 0.3046, 0.3509, 0.4233, 0.374, 0.377, 0.4571, 0.4171, 0.4233, 0.4217, 0.4602, 0.4772, 0.4094, 0.32, 0.2892, 0.28, 0.3077, 0.2877, 0.3123, 0.3524, 0.3308, 0.3447, 0.3123, 0.2877, 0.3355, 0.2939, 0.337, 0.2939, 0.3185, 0.3154]}
{"unit_id": "quote:1929742676204966050", "ticker_idx": 0, "ts": "2025-06-03T03:31:21+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'm inevitably long $PLTR $NVDA $TSM $TSLA $MU $AMZN", "tweet_type": "position_disclosure", "timeline": "years", "summary": "Long PLTR, NVDA, TSM, TSLA, MU, AMZN on AI inevitability thesis spanning computing power and generational integration.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "AI: The sheer computing power required to support the global population will surpass anything we can presently conceive.\n\nThe younger generations will breathe and live with AIs, integrated into every aspect of their lives.\n\nI'm inevitably long $PLTR $NVDA $TSM $TSLA $MU $AMZN", "reply_text": null, "parent_text": null, "quoted_text": "Artificial Intelligence is an  Inevitable Tidal Wave\n\nThe tariffs can’t stop it\nThe bears can't stop it\nSkeptics can't slow it.\nRegulations won't halt it.\nFear won't derail it.\nUncertainty won't stall it.\nCompetition only fuels it.\n\nLong $PLTR $NVDA $TSM $TSLA $MU", "parent_author": null, "ret_m1d": -0.008485431391077491, "ret_signed_m1d": -0.008485431391077491, "alpha_spy_m1d": -0.0028153127233269126, "alpha_c_m1d": -0.0028153127233269126, "bench_spy_m1d": -0.005670118667750579, "bench_c_m1d": -0.005670118667750579, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.023729095934209243, "ret_signed_p1d": -0.023729095934209243, "alpha_spy_p1d": -0.023460583502426302, "alpha_c_p1d": -0.023460583502426302, "bench_spy_p1d": -0.00026851243178294126, "bench_c_p1d": -0.00026851243178294126, "ret_p1w": -0.0027033161770780856, "ret_signed_p1w": -0.0027033161770780856, "alpha_spy_p1w": -0.014429812695190392, "alpha_c_p1w": -0.014429812695190392, "bench_spy_p1w": 0.011726496518112306, "bench_c_p1w": 0.011726496518112306, "ret_p1m": -0.007884681731584409, "ret_signed_p1m": -0.007884681731584409, "alpha_spy_p1m": -0.05182810140665117, "alpha_c_p1m": -0.05182810140665117, "bench_spy_p1m": 0.043943419675066764, "bench_c_p1m": 0.043943419675066764, "ret_p3m": 0.17676660560630175, "ret_signed_p3m": 0.17676660560630175, "alpha_spy_p3m": 0.09143229568792388, "alpha_c_p3m": 0.09143229568792388, "bench_spy_p3m": 0.08533430991837787, "bench_c_p3m": 0.08533430991837787, "ret_p6m": 0.24479992905127035, "ret_signed_p6m": 0.24479992905127035, "alpha_spy_p6m": 0.09802798114517408, "alpha_c_p6m": 0.09802798114517408, "bench_spy_p6m": 0.14677194790609627, "bench_c_p6m": 0.14677194790609627, "ret_p1y": 0.03187651254453061, "ret_signed_p1y": 0.03187651254453061, "alpha_spy_p1y": -0.22839323134797973, "alpha_c_p1y": -0.22839323134797973, "bench_spy_p1y": 0.26026974389251034, "bench_c_p1y": 0.26026974389251034, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": 0.03187651254453061, "alpha_spy_stated": -0.22839323134797973, "alpha_c_stated": -0.22839323134797973, "price_path": [-0.3958, -0.3624, -0.4264, -0.4139, -0.3719, -0.4021, -0.3524, -0.3441, -0.3701, -0.3535, -0.3438, -0.317, -0.2735, -0.2754, -0.3071, -0.3235, -0.3553, -0.3662, -0.3641, -0.3433, -0.3722, -0.4442, -0.4155, -0.4194, -0.3091, -0.3348, -0.3351, -0.3045, -0.2611, -0.3038, -0.2958, -0.2958, -0.3182, -0.2942, -0.2429, -0.1907, -0.1531, -0.1391, -0.1283, -0.1106, -0.1274, -0.0668, -0.0706, -0.1825, -0.1704, -0.1053, -0.1192, -0.1105, -0.0381, -0.0225, -0.0379, -0.0274, -0.0514, -0.0569, -0.0945, -0.0817, -0.074, -0.074, -0.0734, -0.0707, -0.0815, -0.0104, -0.0085, 0.0, -0.0237, -0.0996, -0.0409, -0.0083, -0.0027, 0.0242, 0.0152, 0.0318, 0.0619, 0.0378, 0.051, 0.051, 0.031, 0.0507, 0.0755, 0.0731, 0.0832, -0.0182, 0.0237, -0.0187, -0.0079, 0.0089, 0.0089, 0.0447, 0.0491, 0.0748, 0.0701, 0.0671, 0.12, 0.1157, 0.1332, 0.1563, 0.1528, 0.1398, 0.1194, 0.1611, 0.1629, 0.1925, 0.1856, 0.1732, 0.191, 0.1891, 0.1584, 0.2064, 0.3011, 0.3482, 0.3682, 0.4039, 0.3718, 0.404, 0.3845, 0.3593, 0.3304, 0.3068, 0.1846, 0.1715, 0.1728, 0.192, 0.1802, 0.208, 0.1768, 0.1874, 0.1768, 0.1768, 0.1796, 0.1632, 0.1725, 0.1497, 0.1722, 0.2192, 0.2521, 0.2342, 0.2873, 0.2856, 0.2785, 0.264, 0.3289, 0.3696, 0.3466, 0.3708, 0.3484, 0.345, 0.3334, 0.3431, 0.3698, 0.3888, 0.4046, 0.2996, 0.3481, 0.368, 0.3784, 0.3927, 0.3174, 0.3307, 0.3497, 0.3488, 0.3375, 0.3378, 0.3636, 0.363, 0.3178, 0.3553, 0.3864, 0.4206, 0.4237, 0.4929, 0.4609, 0.5054, 0.5558, 0.4323, 0.411, 0.3145, 0.3361, 0.4539, 0.434, 0.383, 0.2926, 0.3067, 0.286, 0.2565, 0.2422, 0.1695, 0.1628, 0.2184, 0.2281, 0.2448]}
{"unit_id": "quote:1929742676204966050", "ticker_idx": 1, "ts": "2025-06-03T03:31:21+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'm inevitably long $PLTR $NVDA $TSM $TSLA $MU $AMZN", "tweet_type": "position_disclosure", "timeline": "years", "summary": "Long PLTR, NVDA, TSM, TSLA, MU, AMZN on AI inevitability thesis spanning computing power and generational integration.", "resolved_tickers": ["NVDA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "AI: The sheer computing power required to support the global population will surpass anything we can presently conceive.\n\nThe younger generations will breathe and live with AIs, integrated into every aspect of their lives.\n\nI'm inevitably long $PLTR $NVDA $TSM $TSLA $MU $AMZN", "reply_text": null, "parent_text": null, "quoted_text": "Artificial Intelligence is an  Inevitable Tidal Wave\n\nThe tariffs can’t stop it\nThe bears can't stop it\nSkeptics can't slow it.\nRegulations won't halt it.\nFear won't derail it.\nUncertainty won't stall it.\nCompetition only fuels it.\n\nLong $PLTR $NVDA $TSM $TSLA $MU", "parent_author": null, "ret_m1d": -0.027191715078581646, "ret_signed_m1d": -0.027191715078581646, "alpha_spy_m1d": -0.021521596410831068, "alpha_c_m1d": -0.005124947411912384, "bench_spy_m1d": -0.005670118667750579, "bench_c_m1d": -0.022066767666669262, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.004956588061752143, "ret_signed_p1d": 0.004956588061752143, "alpha_spy_p1d": 0.005225100493535084, "alpha_c_p1d": -0.006941007164075197, "bench_spy_p1d": -0.00026851243178294126, "bench_c_p1d": 0.01189759522582734, "ret_p1w": 0.01940231180486829, "ret_signed_p1w": 0.01940231180486829, "alpha_spy_p1w": 0.007675815286755983, "alpha_c_p1w": -0.033976076758035045, "bench_spy_p1w": 0.011726496518112306, "bench_c_p1w": 0.053378388562903334, "ret_p1m": 0.1135880886942422, "ret_signed_p1m": 0.1135880886942422, "alpha_spy_p1m": 0.06964466901917543, "alpha_c_p1m": -0.016883345480159795, "bench_spy_p1m": 0.043943419675066764, "bench_c_p1m": 0.130471434174402, "ret_p3m": 0.2334801948010845, "ret_signed_p3m": 0.2334801948010845, "alpha_spy_p3m": 0.14814588488270664, "alpha_c_p3m": 0.06667275361307845, "bench_spy_p3m": 0.08533430991837787, "bench_c_p3m": 0.16680744118800606, "ret_p6m": 0.2766084295431215, "ret_signed_p6m": 0.2766084295431215, "alpha_spy_p6m": 0.12983648163702521, "alpha_c_p6m": -0.1209959324265324, "bench_spy_p6m": 0.14677194790609627, "bench_c_p6m": 0.3976043619696539, "ret_p1y": 0.5547493124626233, "ret_signed_p1y": 0.5547493124626233, "alpha_spy_p1y": 0.2944795685701129, "alpha_c_p1y": -0.7349207866660594, "bench_spy_p1y": 0.26026974389251034, "bench_c_p1y": 1.2896700991286827, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": 0.5547493124626233, "alpha_spy_stated": 0.2944795685701129, "alpha_c_stated": -0.7349207866660594, "price_path": [-0.2171, -0.2021, -0.2425, -0.2299, -0.1804, -0.1816, -0.1384, -0.1536, -0.1826, -0.1678, -0.1607, -0.1665, -0.1403, -0.1454, -0.1944, -0.2109, -0.2234, -0.2325, -0.22, -0.2181, -0.2791, -0.3322, -0.3086, -0.3181, -0.1904, -0.2383, -0.2145, -0.216, -0.2055, -0.2601, -0.2813, -0.2813, -0.3138, -0.2997, -0.2727, -0.2464, -0.2139, -0.2301, -0.228, -0.2287, -0.2097, -0.1892, -0.194, -0.196, -0.1711, -0.1689, -0.174, -0.129, -0.0799, -0.0416, -0.0452, -0.0412, -0.04, -0.0484, -0.0667, -0.0594, -0.0703, -0.0703, -0.0405, -0.0454, -0.0144, -0.0431, -0.0272, 0.0, 0.005, -0.0087, 0.0035, 0.01, 0.0194, 0.0115, 0.0268, 0.0054, 0.0246, 0.0206, 0.0302, 0.0302, 0.0187, 0.021, 0.0474, 0.0928, 0.0978, 0.1171, 0.1188, 0.0856, 0.1136, 0.1284, 0.1284, 0.1206, 0.1331, 0.1535, 0.1621, 0.1679, 0.1619, 0.2088, 0.2136, 0.2251, 0.2209, 0.2137, 0.1828, 0.2094, 0.2304, 0.2287, 0.2517, 0.2429, 0.2695, 0.2596, 0.2302, 0.2747, 0.2624, 0.2706, 0.2801, 0.2938, 0.2893, 0.2971, 0.286, 0.289, 0.2779, 0.2889, 0.2438, 0.2421, 0.2391, 0.2605, 0.2733, 0.2872, 0.286, 0.2759, 0.2335, 0.2335, 0.2094, 0.2083, 0.2156, 0.1828, 0.1919, 0.2093, 0.2558, 0.2547, 0.2593, 0.2588, 0.2385, 0.206, 0.2481, 0.2512, 0.3003, 0.2636, 0.2533, 0.2584, 0.2619, 0.2879, 0.3214, 0.326, 0.3377, 0.3287, 0.314, 0.3105, 0.3393, 0.3638, 0.2971, 0.3337, 0.275, 0.2736, 0.2876, 0.2976, 0.2935, 0.283, 0.2768, 0.2901, 0.3191, 0.3561, 0.4237, 0.4663, 0.4369, 0.434, 0.4651, 0.4071, 0.3825, 0.332, 0.3325, 0.4097, 0.368, 0.3725, 0.3234, 0.3468, 0.3215, 0.2844, 0.3209, 0.2793, 0.2668, 0.2928, 0.2593, 0.2766]}
{"unit_id": "quote:1929742676204966050", "ticker_idx": 2, "ts": "2025-06-03T03:31:21+00:00", "symbol": "TSM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'm inevitably long $PLTR $NVDA $TSM $TSLA $MU $AMZN", "tweet_type": "position_disclosure", "timeline": "years", "summary": "Long PLTR, NVDA, TSM, TSLA, MU, AMZN on AI inevitability thesis spanning computing power and generational integration.", "resolved_tickers": ["TSM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "AI: The sheer computing power required to support the global population will surpass anything we can presently conceive.\n\nThe younger generations will breathe and live with AIs, integrated into every aspect of their lives.\n\nI'm inevitably long $PLTR $NVDA $TSM $TSLA $MU $AMZN", "reply_text": null, "parent_text": null, "quoted_text": "Artificial Intelligence is an  Inevitable Tidal Wave\n\nThe tariffs can’t stop it\nThe bears can't stop it\nSkeptics can't slow it.\nRegulations won't halt it.\nFear won't derail it.\nUncertainty won't stall it.\nCompetition only fuels it.\n\nLong $PLTR $NVDA $TSM $TSLA $MU", "parent_author": null, "ret_m1d": -0.014017440819968696, "ret_signed_m1d": -0.014017440819968696, "alpha_spy_m1d": -0.008347322152218117, "alpha_c_m1d": 0.008049326846700566, "bench_spy_m1d": -0.005670118667750579, "bench_c_m1d": -0.022066767666669262, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.024239702672978147, "ret_signed_p1d": 0.024239702672978147, "alpha_spy_p1d": 0.02450821510476109, "alpha_c_p1d": 0.012342107447150807, "bench_spy_p1d": -0.00026851243178294126, "bench_c_p1d": 0.01189759522582734, "ret_p1w": 0.07514806957146414, "ret_signed_p1w": 0.07514806957146414, "alpha_spy_p1w": 0.06342157305335183, "alpha_c_p1w": 0.021769681008560804, "bench_spy_p1w": 0.011726496518112306, "bench_c_p1w": 0.053378388562903334, "ret_p1m": 0.18644895051371835, "ret_signed_p1m": 0.18644895051371835, "alpha_spy_p1m": 0.14250553083865158, "alpha_c_p1m": 0.05597751633931636, "bench_spy_p1m": 0.043943419675066764, "bench_c_p1m": 0.130471434174402, "ret_p3m": 0.17258320715385156, "ret_signed_p3m": 0.17258320715385156, "alpha_spy_p3m": 0.08724889723547369, "alpha_c_p3m": 0.005775765965845503, "bench_spy_p3m": 0.08533430991837787, "bench_c_p3m": 0.16680744118800606, "ret_p6m": 0.4773459902506174, "ret_signed_p6m": 0.4773459902506174, "alpha_spy_p6m": 0.33057404234452115, "alpha_c_p6m": 0.07974162828096354, "bench_spy_p6m": 0.14677194790609627, "bench_c_p6m": 0.3976043619696539, "ret_p1y": 1.085890224321052, "ret_signed_p1y": 1.085890224321052, "alpha_spy_p1y": 0.8256204804285416, "alpha_c_p1y": -0.2037798748076307, "bench_spy_p1y": 0.26026974389251034, "bench_c_p1y": 1.2896700991286827, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": 1.085890224321052, "alpha_spy_stated": 0.8256204804285416, "alpha_c_stated": -0.2037798748076307, "price_path": [-0.1136, -0.1073, -0.1398, -0.1382, -0.1069, -0.135, -0.1224, -0.1116, -0.1239, -0.1207, -0.1019, -0.1057, -0.0832, -0.0846, -0.122, -0.1486, -0.1638, -0.16, -0.1466, -0.1377, -0.2036, -0.2571, -0.2603, -0.2846, -0.1966, -0.2352, -0.2051, -0.2114, -0.2038, -0.2325, -0.2321, -0.2321, -0.2518, -0.2338, -0.2014, -0.1692, -0.1645, -0.1731, -0.1677, -0.1565, -0.126, -0.0928, -0.1073, -0.1282, -0.1167, -0.1133, -0.1067, -0.0538, -0.0183, -0.0144, -0.0172, -0.0172, -0.0208, -0.0211, -0.0296, -0.0072, -0.0285, -0.0285, 0.0004, -0.0074, -0.0023, -0.0217, -0.014, 0.0, 0.0242, 0.029, 0.0383, 0.0475, 0.0751, 0.0834, 0.0942, 0.0722, 0.0954, 0.0864, 0.0844, 0.0844, 0.0641, 0.0682, 0.1178, 0.1313, 0.1377, 0.1609, 0.1503, 0.1411, 0.1864, 0.1925, 0.1925, 0.1639, 0.1573, 0.1775, 0.1669, 0.1702, 0.1614, 0.2035, 0.2066, 0.2474, 0.221, 0.2131, 0.1915, 0.2206, 0.2271, 0.2474, 0.2329, 0.2257, 0.2337, 0.2272, 0.1946, 0.2139, 0.1807, 0.1751, 0.2323, 0.2282, 0.2296, 0.2407, 0.2263, 0.224, 0.2133, 0.2261, 0.1819, 0.1611, 0.1546, 0.1834, 0.1966, 0.2125, 0.2153, 0.2102, 0.1726, 0.1726, 0.16, 0.1752, 0.1946, 0.2363, 0.2555, 0.2744, 0.3228, 0.315, 0.3171, 0.3275, 0.3352, 0.3389, 0.3687, 0.3495, 0.389, 0.4404, 0.4302, 0.4096, 0.3928, 0.3921, 0.423, 0.4698, 0.4679, 0.4887, 0.5407, 0.4981, 0.5515, 0.5279, 0.43, 0.5432, 0.5078, 0.5525, 0.5277, 0.5034, 0.5168, 0.5005, 0.4718, 0.4813, 0.5028, 0.5196, 0.5363, 0.5544, 0.5449, 0.5307, 0.5533, 0.4982, 0.4961, 0.4737, 0.4597, 0.5044, 0.4835, 0.4807, 0.4378, 0.4512, 0.4368, 0.416, 0.4387, 0.4139, 0.4014, 0.4502, 0.4504, 0.4773]}
{"unit_id": "quote:1929742676204966050", "ticker_idx": 3, "ts": "2025-06-03T03:31:21+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'm inevitably long $PLTR $NVDA $TSM $TSLA $MU $AMZN", "tweet_type": "position_disclosure", "timeline": "years", "summary": "Long PLTR, NVDA, TSM, TSLA, MU, AMZN on AI inevitability thesis spanning computing power and generational integration.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "quote", "lang": "en", "tweet_text": "AI: The sheer computing power required to support the global population will surpass anything we can presently conceive.\n\nThe younger generations will breathe and live with AIs, integrated into every aspect of their lives.\n\nI'm inevitably long $PLTR $NVDA $TSM $TSLA $MU $AMZN", "reply_text": null, "parent_text": null, "quoted_text": "Artificial Intelligence is an  Inevitable Tidal Wave\n\nThe tariffs can’t stop it\nThe bears can't stop it\nSkeptics can't slow it.\nRegulations won't halt it.\nFear won't derail it.\nUncertainty won't stall it.\nCompetition only fuels it.\n\nLong $PLTR $NVDA $TSM $TSLA $MU", "parent_author": null, "ret_m1d": -0.004589382236866668, "ret_signed_m1d": -0.004589382236866668, "alpha_spy_m1d": 0.0010807364308839107, "alpha_c_m1d": 0.0007021316991890902, "bench_spy_m1d": -0.005670118667750579, "bench_c_m1d": -0.005291513936055758, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03549540073392177, "ret_signed_p1d": -0.03549540073392177, "alpha_spy_p1d": -0.035226888302138826, "alpha_c_p1d": -0.0328495722376837, "bench_spy_p1d": -0.00026851243178294126, "bench_c_p1d": -0.0026458284962380674, "ret_p1w": -0.052807369959451456, "ret_signed_p1w": -0.052807369959451456, "alpha_spy_p1w": -0.06453386647756376, "alpha_c_p1w": -0.05740262829717302, "bench_spy_p1w": 0.011726496518112306, "bench_c_p1w": 0.004595258337721564, "ret_p1m": -0.08313241360126489, "ret_signed_p1m": -0.08313241360126489, "alpha_spy_p1m": -0.12707583327633165, "alpha_c_p1m": -0.10651605844710665, "bench_spy_p1m": 0.043943419675066764, "bench_c_p1m": 0.023383644845841767, "ret_p3m": -0.030208830941901743, "ret_signed_p3m": -0.030208830941901743, "alpha_spy_p3m": -0.11554314086027961, "alpha_c_p3m": -0.10815490982979248, "bench_spy_p3m": 0.08533430991837787, "bench_c_p3m": 0.07794607888789074, "ret_p6m": 0.23908560195563555, "ret_signed_p6m": 0.23908560195563555, "alpha_spy_p6m": 0.09231365404953928, "alpha_c_p6m": 0.14404749959333052, "bench_spy_p6m": 0.14677194790609627, "bench_c_p6m": 0.09503810236230503, "ret_p1y": 0.2137276539864812, "ret_signed_p1y": 0.2137276539864812, "alpha_spy_p1y": -0.04654208990602915, "alpha_c_p1y": 0.10308731771233703, "bench_spy_p1y": 0.26026974389251034, "bench_c_p1y": 0.11064033627414416, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": 0.2137276539864812, "alpha_spy_stated": -0.04654208990602915, "alpha_c_stated": 0.10308731771233703, "price_path": [-0.2348, -0.237, -0.3547, -0.3302, -0.2794, -0.3009, -0.2739, -0.3087, -0.3455, -0.3149, -0.3137, -0.2776, -0.1914, -0.163, -0.2097, -0.2066, -0.2345, -0.2472, -0.2202, -0.1787, -0.2236, -0.3045, -0.3224, -0.3556, -0.2093, -0.2669, -0.2671, -0.267, -0.2619, -0.2984, -0.2989, -0.2989, -0.3392, -0.3088, -0.2717, -0.2462, -0.1723, -0.1696, -0.1517, -0.1804, -0.1852, -0.1657, -0.1859, -0.2002, -0.1977, -0.1727, -0.1336, -0.0752, -0.0296, 0.0099, -0.0042, 0.0166, -0.0063, -0.0013, -0.028, -0.0094, -0.0143, -0.0143, 0.0541, 0.0367, 0.0411, 0.0064, -0.0046, 0.0, -0.0355, -0.173, -0.1427, -0.1037, -0.0528, -0.0518, -0.0731, -0.0551, -0.044, -0.0811, -0.0645, -0.0645, -0.0642, 0.0128, -0.011, -0.0486, -0.0537, -0.06, -0.0773, -0.1265, -0.0831, -0.084, -0.084, -0.1462, -0.135, -0.1406, -0.0999, -0.0893, -0.0795, -0.0973, -0.0656, -0.0722, -0.0425, -0.0458, -0.0353, -0.034, -0.1132, -0.0819, -0.0543, -0.067, -0.0733, -0.1046, -0.121, -0.1017, -0.1033, -0.0708, -0.0639, -0.0425, -0.0152, -0.01, -0.0142, -0.0252, -0.0398, -0.0265, -0.0435, -0.0592, -0.0702, -0.0124, 0.0068, 0.0215, 0.0155, 0.005, -0.0302, -0.0302, -0.0433, -0.0296, -0.0167, 0.0191, 0.0062, 0.0078, 0.0102, 0.0713, 0.1501, 0.191, 0.2247, 0.237, 0.2108, 0.2376, 0.2612, 0.237, 0.2862, 0.2298, 0.2792, 0.2874, 0.2918, 0.3346, 0.2664, 0.2485, 0.3166, 0.258, 0.2743, 0.2651, 0.2011, 0.2662, 0.2468, 0.264, 0.2454, 0.2761, 0.2996, 0.2856, 0.2751, 0.3042, 0.2598, 0.3141, 0.3378, 0.3405, 0.2784, 0.3262, 0.3605, 0.2904, 0.3422, 0.2952, 0.2476, 0.2933, 0.277, 0.2508, 0.1677, 0.1745, 0.1878, 0.1655, 0.1735, 0.148, 0.136, 0.2135, 0.2182, 0.2391]}
{"unit_id": "quote:1929742676204966050", "ticker_idx": 4, "ts": "2025-06-03T03:31:21+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'm inevitably long $PLTR $NVDA $TSM $TSLA $MU $AMZN", "tweet_type": "position_disclosure", "timeline": "years", "summary": "Long PLTR, NVDA, TSM, TSLA, MU, AMZN on AI inevitability thesis spanning computing power and generational integration.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "AI: The sheer computing power required to support the global population will surpass anything we can presently conceive.\n\nThe younger generations will breathe and live with AIs, integrated into every aspect of their lives.\n\nI'm inevitably long $PLTR $NVDA $TSM $TSLA $MU $AMZN", "reply_text": null, "parent_text": null, "quoted_text": "Artificial Intelligence is an  Inevitable Tidal Wave\n\nThe tariffs can’t stop it\nThe bears can't stop it\nSkeptics can't slow it.\nRegulations won't halt it.\nFear won't derail it.\nUncertainty won't stall it.\nCompetition only fuels it.\n\nLong $PLTR $NVDA $TSM $TSLA $MU", "parent_author": null, "ret_m1d": -0.039804387533414975, "ret_signed_m1d": -0.039804387533414975, "alpha_spy_m1d": -0.0341342688656644, "alpha_c_m1d": -0.017737619866745713, "bench_spy_m1d": -0.005670118667750579, "bench_c_m1d": -0.022066767666669262, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.009779950185895947, "ret_signed_p1d": 0.009779950185895947, "alpha_spy_p1d": 0.010048462617678888, "alpha_c_p1d": -0.002117645039931393, "bench_spy_p1d": -0.00026851243178294126, "bench_c_p1d": 0.01189759522582734, "ret_p1w": 0.11628364435921945, "ret_signed_p1w": 0.11628364435921945, "alpha_spy_p1w": 0.10455714784110715, "alpha_c_p1w": 0.06290525579631612, "bench_spy_p1w": 0.011726496518112306, "bench_c_p1w": 0.053378388562903334, "ret_p1m": 0.19061123585454687, "ret_signed_p1m": 0.19061123585454687, "alpha_spy_p1m": 0.1466678161794801, "alpha_c_p1m": 0.06013980168014488, "bench_spy_p1m": 0.043943419675066764, "bench_c_p1m": 0.130471434174402, "ret_p3m": 0.16500755528619848, "ret_signed_p3m": 0.16500755528619848, "alpha_spy_p3m": 0.07967324536782061, "alpha_c_p3m": -0.0017998859018075741, "bench_spy_p3m": 0.08533430991837787, "bench_c_p3m": 0.16680744118800606, "ret_p6m": 1.2554626891972234, "ret_signed_p6m": 1.2554626891972234, "alpha_spy_p6m": 1.108690741291127, "alpha_c_p6m": 0.8578583272275695, "bench_spy_p6m": 0.14677194790609627, "bench_c_p6m": 0.3976043619696539, "ret_p1y": 6.471140885986793, "ret_signed_p1y": 6.471140885986793, "alpha_spy_p1y": 6.210871142094283, "alpha_c_p1y": 5.18147078685811, "bench_spy_p1y": 0.26026974389251034, "bench_c_p1y": 1.2896700991286827, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": 6.471140885986793, "alpha_spy_stated": 6.210871142094283, "alpha_c_stated": 5.18147078685811, "price_path": [-0.1281, -0.092, -0.1495, -0.1302, -0.0659, -0.0733, -0.0156, 0.0071, -0.0065, -0.0032, 0.006, -0.0748, -0.0532, -0.0801, -0.1001, -0.1096, -0.1362, -0.1502, -0.1324, -0.1335, -0.273, -0.367, -0.3313, -0.359, -0.2384, -0.3149, -0.3198, -0.3054, -0.3052, -0.322, -0.3271, -0.3271, -0.3473, -0.3133, -0.2867, -0.2428, -0.2198, -0.2317, -0.2481, -0.2474, -0.2394, -0.2106, -0.2135, -0.2126, -0.192, -0.1672, -0.1603, -0.0974, -0.052, -0.0678, -0.0665, -0.0416, -0.0352, -0.0406, -0.0627, -0.0726, -0.0868, -0.0868, -0.0574, -0.0594, -0.0533, -0.0762, -0.0398, 0.0, 0.0098, 0.0395, 0.0617, 0.0851, 0.1163, 0.1348, 0.1362, 0.1306, 0.172, 0.1769, 0.1914, 0.1914, 0.2088, 0.1939, 0.251, 0.2445, 0.2323, 0.2201, 0.2054, 0.1823, 0.1906, 0.196, 0.196, 0.1739, 0.218, 0.1966, 0.2051, 0.219, 0.1611, 0.1758, 0.1398, 0.1087, 0.1198, 0.1084, 0.0692, 0.0751, 0.0937, 0.0891, 0.089, 0.096, 0.1232, 0.0684, 0.0267, 0.055, 0.0676, 0.0649, 0.0951, 0.1638, 0.2111, 0.2506, 0.2165, 0.2265, 0.1832, 0.2095, 0.1948, 0.1474, 0.1335, 0.152, 0.1397, 0.1404, 0.1527, 0.1943, 0.165, 0.165, 0.1598, 0.1622, 0.2159, 0.286, 0.2869, 0.3239, 0.3705, 0.474, 0.5391, 0.5444, 0.5547, 0.5662, 0.6533, 0.593, 0.6115, 0.629, 0.583, 0.5352, 0.5395, 0.6044, 0.6379, 0.7831, 0.7988, 0.8398, 0.8705, 0.8189, 0.9252, 0.8839, 0.7788, 0.8882, 0.8323, 0.8801, 0.9838, 0.9824, 1.0254, 0.9815, 0.9441, 1.0248, 1.1454, 1.1559, 1.1737, 1.2199, 1.1942, 1.1919, 1.299, 1.1357, 1.3264, 1.3345, 1.3305, 1.4811, 1.3617, 1.3989, 1.321, 1.4178, 1.37, 1.2382, 1.213, 0.9725, 1.0312, 1.1935, 1.1993, 1.2555]}
{"unit_id": "quote:1929742676204966050", "ticker_idx": 5, "ts": "2025-06-03T03:31:21+00:00", "symbol": "AMZN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'm inevitably long $PLTR $NVDA $TSM $TSLA $MU $AMZN", "tweet_type": "position_disclosure", "timeline": "years", "summary": "Long PLTR, NVDA, TSM, TSLA, MU, AMZN on AI inevitability thesis spanning computing power and generational integration.", "resolved_tickers": ["AMZN"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Internet Retail'", "bench_c_industry": "Internet Retail", "unit_kind": "quote", "lang": "en", "tweet_text": "AI: The sheer computing power required to support the global population will surpass anything we can presently conceive.\n\nThe younger generations will breathe and live with AIs, integrated into every aspect of their lives.\n\nI'm inevitably long $PLTR $NVDA $TSM $TSLA $MU $AMZN", "reply_text": null, "parent_text": null, "quoted_text": "Artificial Intelligence is an  Inevitable Tidal Wave\n\nThe tariffs can’t stop it\nThe bears can't stop it\nSkeptics can't slow it.\nRegulations won't halt it.\nFear won't derail it.\nUncertainty won't stall it.\nCompetition only fuels it.\n\nLong $PLTR $NVDA $TSM $TSLA $MU", "parent_author": null, "ret_m1d": 0.004569477186030513, "ret_signed_m1d": 0.004569477186030513, "alpha_spy_m1d": 0.010239595853781092, "alpha_c_m1d": 0.009860991122086271, "bench_spy_m1d": -0.005670118667750579, "bench_c_m1d": -0.005291513936055758, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.007388989179248462, "ret_signed_p1d": 0.007388989179248462, "alpha_spy_p1d": 0.007657501611031403, "alpha_c_p1d": 0.01003481767548653, "bench_spy_p1d": -0.00026851243178294126, "bench_c_p1d": -0.0026458284962380674, "ret_p1w": 0.057848395839278144, "ret_signed_p1w": 0.057848395839278144, "alpha_spy_p1w": 0.04612189932116584, "alpha_c_p1w": 0.05325313750155658, "bench_spy_p1w": 0.011726496518112306, "bench_c_p1w": 0.004595258337721564, "ret_p1m": 0.0690777842170971, "ret_signed_p1m": 0.0690777842170971, "alpha_spy_p1m": 0.02513436454203033, "alpha_c_p1m": 0.04569413937125533, "bench_spy_p1m": 0.043943419675066764, "bench_c_p1m": 0.023383644845841767, "ret_p3m": 0.11321760014586002, "ret_signed_p3m": 0.11321760014586002, "alpha_spy_p3m": 0.02788329022748215, "alpha_c_p3m": 0.035271521257969285, "bench_spy_p3m": 0.08533430991837787, "bench_c_p3m": 0.07794607888789074, "ret_p6m": 0.11399541190458473, "ret_signed_p6m": 0.11399541190458473, "alpha_spy_p6m": -0.032776536001511536, "alpha_c_p6m": 0.0189573095422797, "bench_spy_p6m": 0.14677194790609627, "bench_c_p6m": 0.09503810236230503, "ret_p1y": 0.3050409931126645, "ret_signed_p1y": 0.3050409931126645, "alpha_spy_p1y": 0.044771249220154186, "alpha_c_p1y": 0.19440065683852037, "bench_spy_p1y": 0.26026974389251034, "bench_c_p1y": 0.11064033627414416, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": 0.3050409931126645, "alpha_spy_stated": 0.044771249220154186, "alpha_c_stated": 0.19440065683852037, "price_path": [-0.0244, -0.0314, -0.0543, -0.0443, -0.0332, -0.0575, -0.0377, -0.0485, -0.0627, -0.0494, -0.0523, -0.0462, -0.0119, 0.0, -0.0223, -0.0211, -0.0631, -0.0751, -0.0658, -0.0472, -0.1327, -0.1687, -0.148, -0.1704, -0.071, -0.1191, -0.1013, -0.1147, -0.127, -0.1525, -0.1609, -0.1609, -0.1866, -0.1581, -0.1221, -0.0932, -0.0813, -0.0876, -0.0891, -0.1035, -0.0754, -0.0765, -0.0941, -0.1006, -0.0826, -0.0663, -0.0615, 0.0142, 0.0275, 0.0221, -0.0026, -0.0006, 0.0022, -0.008, -0.0223, -0.0127, -0.0229, -0.0229, 0.0015, -0.0048, -0.0, -0.0034, 0.0046, 0.0, 0.0074, 0.0107, 0.0382, 0.0548, 0.0578, 0.0364, 0.0366, 0.0311, 0.0505, 0.0443, 0.0331, 0.0331, 0.0193, 0.0134, 0.0343, 0.0305, 0.0555, 0.0855, 0.0665, 0.0717, 0.0691, 0.086, 0.086, 0.0863, 0.0664, 0.0818, 0.0805, 0.0939, 0.0971, 0.1003, 0.085, 0.0883, 0.0993, 0.1147, 0.1058, 0.1098, 0.1289, 0.1251, 0.1316, 0.123, 0.119, 0.1381, 0.0439, 0.0289, 0.0391, 0.0807, 0.0847, 0.0825, 0.0758, 0.0766, 0.0916, 0.1228, 0.1231, 0.1253, 0.1084, 0.088, 0.0789, 0.1124, 0.1081, 0.1118, 0.1138, 0.1259, 0.1132, 0.1132, 0.0954, 0.0986, 0.1457, 0.1294, 0.1465, 0.1581, 0.1197, 0.1178, 0.1091, 0.125, 0.1378, 0.126, 0.1241, 0.1253, 0.1066, 0.0729, 0.0705, 0.0605, 0.0684, 0.08, 0.0674, 0.0725, 0.0812, 0.0671, 0.0738, 0.0781, 0.0948, 0.1071, 0.0518, 0.0698, 0.0519, 0.0479, 0.0426, 0.0356, 0.0524, 0.0793, 0.0595, 0.0748, 0.0899, 0.1033, 0.1144, 0.1195, 0.0834, 0.1872, 0.2347, 0.212, 0.2163, 0.1815, 0.1881, 0.2075, 0.2109, 0.1871, 0.1549, 0.1409, 0.132, 0.0819, 0.0825, 0.0556, 0.0728, 0.1, 0.1165, 0.114]}
{"unit_id": "quote:1927835753977106640", "ticker_idx": 0, "ts": "2025-05-28T21:13:55+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "We have a line of sight to projects requiring tens of gigawatts of NVIDIA AI infrastructure in the not too distant future", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Shares NVDA earnings transcript highlighting massive AI factory pipeline and agentic AI transition; implicitly bullish on NVDA.", "resolved_tickers": ["NVDA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$NVDA Earnings Transcript. Subject: AI Factory\n\n\"Will transform every industry every company, and country.\"\n\n\"And more AI factory projects are starting. Across industries, and geographies. NVIDIA's full stack architecture is underpinning AI factory deployments as industry leaders like AT and T, BYD, Capital One, Foxconn, MediaTek, and Telenor. Are strategically vital sovereign clouds like those recently announced in Saudi Arabia, Taiwan, and The UAE. We have a line of sight to projects requiring tens of gigawatts of NVIDIA AI infrastructure in the not too distant future. The transition from Jane generative to agentic AI. AI capable of perceiving reasoning, planning, and acting. Will transform every industry every company, and country. We envision AI agents as a new digital workforce capable of handling tasks ranging from customer service to complex decision making processes.«", "reply_text": null, "parent_text": null, "quoted_text": "$NVDA Earnings Transcript. Subject: Inference\n\n\"We are witnessing a sharp jump in inference demand @OpenAI, $MSFT, and $GOOGL are seeing a step function leap in token generation. Microsoft processed over 100,000,000,000,000 tokens in q one, a fivefold increase on a year over year", "parent_author": null, "ret_m1d": -0.03146778489281532, "ret_signed_m1d": -0.03146778489281532, "alpha_spy_m1d": -0.027535863648304182, "alpha_c_m1d": -0.024420931457232786, "bench_spy_m1d": -0.0039319212445111384, "bench_c_m1d": -0.007046853435582534, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.02916867791413702, "ret_signed_p1d": -0.02916867791413702, "alpha_spy_p1d": -0.02805017198546822, "alpha_c_p1d": -0.011428569922418808, "bench_spy_p1d": -0.0011185059286688004, "bench_c_p1d": -0.017740107991718213, "ret_p1w": 0.005747602777810501, "ret_signed_p1w": 0.005747602777810501, "alpha_spy_p1w": 0.0006633990962339187, "alpha_c_p1w": -0.023832851955318146, "bench_spy_p1w": 0.005084203681576582, "bench_c_p1w": 0.029580454733128647, "ret_p1m": 0.13342164708625548, "ret_signed_p1m": 0.13342164708625548, "alpha_spy_p1m": 0.08820874861392913, "alpha_c_p1m": -0.007269974500248466, "bench_spy_p1m": 0.045212898472326346, "bench_c_p1m": 0.14069162158650395, "ret_p3m": 0.3060036409388367, "ret_signed_p3m": 0.3060036409388367, "alpha_spy_p3m": 0.2093725119842187, "alpha_c_p3m": 0.09021372762418922, "bench_spy_p3m": 0.096631128954618, "bench_c_p3m": 0.21578991331464747, "ret_p6m": 0.28531156835147464, "ret_signed_p6m": 0.28531156835147464, "alpha_spy_p6m": 0.1619986760994805, "alpha_c_p6m": -0.05084877572099611, "bench_spy_p6m": 0.12331289225199416, "bench_c_p6m": 0.33616034407247075, "ret_p1y": 0.5976178559913512, "ret_signed_p1y": 0.5976178559913512, "alpha_spy_p1y": 0.3314242492550148, "alpha_c_p1y": -0.6469716465474025, "bench_spy_p1y": 0.2661936067363364, "bench_c_p1y": 1.2445895025387537, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.13342164708625548, "alpha_spy_stated": 0.08820874861392913, "alpha_c_stated": -0.007269974500248466, "price_path": [-0.1806, -0.1668, -0.1573, -0.2057, -0.1905, -0.2315, -0.2187, -0.1685, -0.1696, -0.1259, -0.1412, -0.1707, -0.1557, -0.1484, -0.1544, -0.1277, -0.1329, -0.1827, -0.1994, -0.2121, -0.2214, -0.2086, -0.2067, -0.2686, -0.3224, -0.2985, -0.3081, -0.1786, -0.2272, -0.203, -0.2046, -0.1939, -0.2493, -0.2709, -0.2709, -0.3038, -0.2895, -0.2621, -0.2354, -0.2025, -0.2188, -0.2168, -0.2175, -0.1981, -0.1774, -0.1823, -0.1843, -0.159, -0.1568, -0.1619, -0.1163, -0.0665, -0.0277, -0.0313, -0.0272, -0.026, -0.0346, -0.0531, -0.0457, -0.0568, -0.0568, -0.0265, -0.0315, 0.0, -0.0292, -0.013, 0.0146, 0.0196, 0.0057, 0.0182, 0.0247, 0.0343, 0.0262, 0.0418, 0.02, 0.0396, 0.0355, 0.0453, 0.0453, 0.0336, 0.0359, 0.0627, 0.1087, 0.1138, 0.1334, 0.1351, 0.1014, 0.1298, 0.1448, 0.1448, 0.1369, 0.1496, 0.1703, 0.179, 0.1849, 0.1788, 0.2265, 0.2313, 0.243, 0.2388, 0.2314, 0.2001, 0.227, 0.2483, 0.2466, 0.2699, 0.261, 0.288, 0.278, 0.2482, 0.2933, 0.2808, 0.2891, 0.2988, 0.3127, 0.3081, 0.316, 0.3047, 0.3078, 0.2965, 0.3077, 0.262, 0.2602, 0.2572, 0.2788, 0.2919, 0.306, 0.3048, 0.2945, 0.2515, 0.2515, 0.227, 0.2259, 0.2334, 0.2, 0.2093, 0.2269, 0.2741, 0.273, 0.2777, 0.2772, 0.2566, 0.2236, 0.2663, 0.2694, 0.3193, 0.2821, 0.2716, 0.2768, 0.2804, 0.3067, 0.3406, 0.3454, 0.3572, 0.3481, 0.3332, 0.3296, 0.3588, 0.3837, 0.3161, 0.3531, 0.2936, 0.2921, 0.3064, 0.3165, 0.3123, 0.3017, 0.2954, 0.3089, 0.3383, 0.3759, 0.4445, 0.4877, 0.4578, 0.455, 0.4865, 0.4277, 0.4026, 0.3514, 0.3519, 0.4302, 0.3879, 0.3925, 0.3427, 0.3664, 0.3408, 0.3031, 0.3402, 0.298, 0.2853]}
{"unit_id": "quote:1940451853386621092", "ticker_idx": 0, "ts": "2025-07-02T16:45:48+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$RKLB PT Raised to $40 at KeyBanc on 'Strong Growth Momentum'", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Shares KeyBanc PT raise to $40 on RKLB with Strong Growth Momentum, endorsing bullish stance.", "resolved_tickers": ["RKLB"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "quote", "lang": "en", "tweet_text": "🔥 $RKLB PT Raised to $40 at KeyBanc on 'Strong Growth Momentum' https://t.co/E12mhCiiOs", "reply_text": null, "parent_text": null, "quoted_text": "It's 2025 and NEUTRON is coming\n\nSingle Neutron launch: $55M\nLast quarter revenue: $106M\n\n$RKLB forecasts that Neutron will be capable of launching 98% of all payloads through 2029. Two dedicated Neutron launches are already booked for 2026 & 2027.\n\nNeutron is reusable rocket https://t.co/9kypR65W3S", "parent_author": null, "ret_m1d": -0.037836279780672055, "ret_signed_m1d": -0.037836279780672055, "alpha_spy_m1d": -0.03332337249583728, "alpha_c_m1d": -0.036823894252997036, "bench_spy_m1d": -0.004512907284834777, "bench_c_m1d": -0.0010123855276750193, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0005605509414967624, "ret_signed_p1d": -0.0005605509414967624, "alpha_spy_p1d": -0.00844195118504043, "alpha_c_p1d": -0.00906479800570903, "bench_spy_p1d": 0.007881400243543668, "bench_c_p1d": 0.008504247064212267, "ret_p1w": 0.09697306768158143, "ret_signed_p1w": 0.09697306768158143, "alpha_spy_p1w": 0.09115481591420926, "alpha_c_p1w": 0.08522908261293782, "bench_spy_p1w": 0.005818251767372162, "bench_c_p1w": 0.011743985068643603, "ret_p1m": 0.2869954533684269, "ret_signed_p1m": 0.2869954533684269, "alpha_spy_p1m": 0.2682509691799142, "alpha_c_p1m": 0.2610100569644662, "bench_spy_p1m": 0.01874448418851271, "bench_c_p1m": 0.025985396403960692, "ret_p3m": 0.3175447847379609, "ret_signed_p3m": 0.3175447847379609, "alpha_spy_p3m": 0.244903915898127, "alpha_c_p3m": 0.28027209814842324, "bench_spy_p3m": 0.0726408688398339, "bench_c_p3m": 0.03727268658953764, "ret_p6m": 1.1631165819799603, "ret_signed_p6m": 1.1631165819799603, "alpha_spy_p6m": 1.0440260780626835, "alpha_c_p6m": 1.0920287583438824, "bench_spy_p6m": 0.11909050391727671, "bench_c_p6m": 0.07108782363607791, "ret_p1y": 2.0056052955866477, "ret_signed_p1y": 2.0056052955866477, "alpha_spy_p1y": 1.7887238614264271, "alpha_c_p1y": 1.7718594034152513, "bench_spy_p1y": 0.21688143416022054, "bench_c_p1y": 0.2337458921713964, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.2869954533684269, "alpha_spy_stated": 0.2682509691799142, "alpha_c_stated": 0.2610100569644662, "price_path": [-0.5412, -0.509, -0.5185, -0.4229, -0.4498, -0.4498, -0.4638, -0.4095, -0.4402, -0.4467, -0.4467, -0.4773, -0.4664, -0.4313, -0.3868, -0.3728, -0.3646, -0.3722, -0.3893, -0.38, -0.3557, -0.37, -0.373, -0.3753, -0.3526, -0.4252, -0.4041, -0.3882, -0.3237, -0.2932, -0.2834, -0.2769, -0.2713, -0.2946, -0.2763, -0.2876, -0.2876, -0.1939, -0.1892, -0.2335, -0.2492, -0.2545, -0.2511, -0.2458, -0.2587, -0.1895, -0.1693, -0.2385, -0.2332, -0.2601, -0.2878, -0.2559, -0.2595, -0.2195, -0.2195, -0.1581, -0.0813, -0.0622, -0.0933, 0.0129, -0.0084, 0.0025, -0.0378, 0.0, -0.0006, -0.0006, 0.0897, 0.0858, 0.097, 0.0959, 0.0939, 0.211, 0.25, 0.3366, 0.4386, 0.4403, 0.3226, 0.3139, 0.3775, 0.3489, 0.3293, 0.2643, 0.2273, 0.3016, 0.287, 0.2559, 0.2483, 0.2542, 0.236, 0.2391, 0.2525, 0.2618, 0.2172, 0.2052, 0.1998, 0.2408, 0.2604, 0.1469, 0.1404, 0.164, 0.2438, 0.3234, 0.3489, 0.2962, 0.3428, 0.3621, 0.3621, 0.382, 0.22, 0.2049, 0.2848, 0.3377, 0.3181, 0.294, 0.3573, 0.495, 0.5146, 0.3241, 0.3475, 0.3223, 0.3394, 0.396, 0.4829, 0.3646, 0.3069, 0.2965, 0.3175, 0.3428, 0.3445, 0.4706, 0.574, 0.6396, 0.7239, 0.8304, 0.8615, 0.801, 0.8335, 0.9067, 0.9414, 0.8778, 0.8573, 0.8876, 0.833, 0.6974, 0.7817, 0.8094, 0.8391, 0.7867, 0.8543, 0.7074, 0.7651, 0.7192, 0.5855, 0.5813, 0.3904, 0.4473, 0.4546, 0.4361, 0.4005, 0.2682, 0.2763, 0.2138, 0.199, 0.2225, 0.1065, 0.1295, 0.1897, 0.1939, 0.1752, 0.1752, 0.1811, 0.1314, 0.1743, 0.2534, 0.3837, 0.3749, 0.4451, 0.4975, 0.6121, 0.7805, 0.7234, 0.553, 0.5552, 0.5123, 0.6794, 0.9765, 1.1735, 1.1631, 1.1631, 1.1631]}
{"unit_id": "orig:1943523411252379729", "ticker_idx": 0, "ts": "2025-07-11T04:11:04+00:00", "symbol": "DDOG", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$DDOG and the cybersecurity space should be bullish with AI", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish DDOG and cybersecurity on AI tailwinds; relays Buy ratings on EL (BofA, PT $110) and AMD (HSBC, PT $200).", "resolved_tickers": ["DDOG"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Application", "unit_kind": "original", "lang": "en", "tweet_text": "Notable Movers for July 10th Stock Market:\n\nThe SaaS sector experienced significant declines. $WDAY was downgraded today due to AI concerns, but I’m unsure why the rest of the SaaS sector would also decline. It could be driven by algorithms and market inefficiencies or a misunderstanding of this space. $DDOG and the cybersecurity space should be bullish with AI, but it is what it is.\n\nDatadog $DDOG: Closed at $137.49, down 3.7% from the previous day's close of $142.75.\n\nAtlassian $TEAM: Closed at $200.05, down 9.4% from $220.89.\n\nWorkday $WDAY: Closed at $229.3, down 4.5% from $240.17.\n\nCrowdStrike $CRWD: Closed at $487.11, down 5.1% from $513.51.\n\nCyberArk $CYBR: Closed at $376.39, down 7.1% from $405.31.\n\nThe airline sector was a standout, propelled by Delta Air Lines' strong second-quarter earnings report, which exceeded expectations and boosted investor sentiment. Key movers included:\n\nUnited Airlines $UAL: Soared 14.3%, reflecting the sector's rally following Delta's positive outlook.\n\nDelta Air Lines $DAL: Surged 12%, pacing the airline sector after reporting robust earnings, as detailed in Investopedia.\n\nAmerican Airlines $AAL: Jumped 13%, benefiting from the sector-wide momentum.\n\nSouthwest Airlines $LUV: Rose 8.1%, continuing the airline sector’s strong performance.\n\nOther significant advancers included:\n\nEstée Lauder $EL: Jumped 6.3% after Bank of America reinstated coverage with a \"buy\" rating and a $110 price target, trading at $92, as noted in Investopedia.\n\nTeradyne $TER: Popped 6.3% after Amazon announced the use of its technology in the Vulcan warehouse robot, highlighting tech hardware strength.\n\nTesla $TSLA: Climbed nearly 5%, pacing Nasdaq 100 advancers, rebounding from recent volatility.\n\nAdvanced Micro Devices $AMD: Gained more than 4% after HSBC upgraded the stock to \"buy\" and doubled its price target to $200, reflecting optimism in AI chips.\n\nOn the downside, several stocks faced pressure:\n\nAxon Enterprise $AXON: Dropped 9% after competitor Byrna Technologies $BYRN reported earnings, with $BYRN shares plunging 21.3%, impacting sentiment.\n\nPTC $PTC: Lost 7.6% amid reports of takeover interest from Autodesk $ADSK, which also fell 6.9%, creating uncertainty.\n\nAES Corp. $AES: Sank 6.4% following reports of being an acquisition target, potentially signaling sector consolidation.\n\nAdditional notable movements included:\n\nMP Materials $MP: Surged more than 50% after securing a deal with the Department of Defense, trading at its highest level in over three years, with USA Rare Earth $USAR up 15%, reflecting strength in critical minerals.\n\nWK Kellogg $KLG: Surged 30% after Ferrero Group announced its acquisition for $23 per share, valuing the deal at approximately $3.1 billion, a significant consumer staples event.", "reply_text": null, "parent_text": null, "quoted_text": null, 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{"unit_id": "orig:1943523411252379729", "ticker_idx": 1, "ts": "2025-07-11T04:11:04+00:00", "symbol": "cybersecurity", "kind": "sector", "geography": "US", "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "the cybersecurity space should be bullish with AI", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish DDOG and cybersecurity on AI tailwinds; relays Buy ratings on EL (BofA, PT $110) and AMD (HSBC, PT $200).", "resolved_tickers": ["CIBR"], "resolution_method": "etf", "resolution_reason": "US cybersecurity sector ETF CIBR (First Trust)", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "Notable Movers for July 10th Stock Market:\n\nThe SaaS sector experienced significant declines. $WDAY was downgraded today due to AI concerns, but I’m unsure why the rest of the SaaS sector would also decline. It could be driven by algorithms and market inefficiencies or a misunderstanding of this space. $DDOG and the cybersecurity space should be bullish with AI, but it is what it is.\n\nDatadog $DDOG: Closed at $137.49, down 3.7% from the previous day's close of $142.75.\n\nAtlassian $TEAM: Closed at $200.05, down 9.4% from $220.89.\n\nWorkday $WDAY: Closed at $229.3, down 4.5% from $240.17.\n\nCrowdStrike $CRWD: Closed at $487.11, down 5.1% from $513.51.\n\nCyberArk $CYBR: Closed at $376.39, down 7.1% from $405.31.\n\nThe airline sector was a standout, propelled by Delta Air Lines' strong second-quarter earnings report, which exceeded expectations and boosted investor sentiment. Key movers included:\n\nUnited Airlines $UAL: Soared 14.3%, reflecting the sector's rally following Delta's positive outlook.\n\nDelta Air Lines $DAL: Surged 12%, pacing the airline sector after reporting robust earnings, as detailed in Investopedia.\n\nAmerican Airlines $AAL: Jumped 13%, benefiting from the sector-wide momentum.\n\nSouthwest Airlines $LUV: Rose 8.1%, continuing the airline sector’s strong performance.\n\nOther significant advancers included:\n\nEstée Lauder $EL: Jumped 6.3% after Bank of America reinstated coverage with a \"buy\" rating and a $110 price target, trading at $92, as noted in Investopedia.\n\nTeradyne $TER: Popped 6.3% after Amazon announced the use of its technology in the Vulcan warehouse robot, highlighting tech hardware strength.\n\nTesla $TSLA: Climbed nearly 5%, pacing Nasdaq 100 advancers, rebounding from recent volatility.\n\nAdvanced Micro Devices $AMD: Gained more than 4% after HSBC upgraded the stock to \"buy\" and doubled its price target to $200, reflecting optimism in AI chips.\n\nOn the downside, several stocks faced pressure:\n\nAxon Enterprise $AXON: Dropped 9% after competitor Byrna Technologies $BYRN reported earnings, with $BYRN shares plunging 21.3%, impacting sentiment.\n\nPTC $PTC: Lost 7.6% amid reports of takeover interest from Autodesk $ADSK, which also fell 6.9%, creating uncertainty.\n\nAES Corp. $AES: Sank 6.4% following reports of being an acquisition target, potentially signaling sector consolidation.\n\nAdditional notable movements included:\n\nMP Materials $MP: Surged more than 50% after securing a deal with the Department of Defense, trading at its highest level in over three years, with USA Rare Earth $USAR up 15%, reflecting strength in critical minerals.\n\nWK Kellogg $KLG: Surged 30% after Ferrero Group announced its acquisition for $23 per share, valuing the deal at approximately $3.1 billion, a significant consumer staples event.", "reply_text": null, "parent_text": null, "quoted_text": null, 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{"unit_id": "orig:1943523411252379729", "ticker_idx": 2, "ts": "2025-07-11T04:11:04+00:00", "symbol": "EL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Estée Lauder $EL: Jumped 6.3% after Bank of America reinstated coverage with a \"buy\" rating and a $110 price target", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish DDOG and cybersecurity on AI tailwinds; relays Buy ratings on EL (BofA, PT $110) and AMD (HSBC, PT $200).", "resolved_tickers": ["EL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLP", "bench_c_reason": "industry='Household & Personal Products'", "bench_c_industry": "Household & Personal Products", "unit_kind": "original", "lang": "en", "tweet_text": "Notable Movers for July 10th Stock Market:\n\nThe SaaS sector experienced significant declines. $WDAY was downgraded today due to AI concerns, but I’m unsure why the rest of the SaaS sector would also decline. It could be driven by algorithms and market inefficiencies or a misunderstanding of this space. $DDOG and the cybersecurity space should be bullish with AI, but it is what it is.\n\nDatadog $DDOG: Closed at $137.49, down 3.7% from the previous day's close of $142.75.\n\nAtlassian $TEAM: Closed at $200.05, down 9.4% from $220.89.\n\nWorkday $WDAY: Closed at $229.3, down 4.5% from $240.17.\n\nCrowdStrike $CRWD: Closed at $487.11, down 5.1% from $513.51.\n\nCyberArk $CYBR: Closed at $376.39, down 7.1% from $405.31.\n\nThe airline sector was a standout, propelled by Delta Air Lines' strong second-quarter earnings report, which exceeded expectations and boosted investor sentiment. Key movers included:\n\nUnited Airlines $UAL: Soared 14.3%, reflecting the sector's rally following Delta's positive outlook.\n\nDelta Air Lines $DAL: Surged 12%, pacing the airline sector after reporting robust earnings, as detailed in Investopedia.\n\nAmerican Airlines $AAL: Jumped 13%, benefiting from the sector-wide momentum.\n\nSouthwest Airlines $LUV: Rose 8.1%, continuing the airline sector’s strong performance.\n\nOther significant advancers included:\n\nEstée Lauder $EL: Jumped 6.3% after Bank of America reinstated coverage with a \"buy\" rating and a $110 price target, trading at $92, as noted in Investopedia.\n\nTeradyne $TER: Popped 6.3% after Amazon announced the use of its technology in the Vulcan warehouse robot, highlighting tech hardware strength.\n\nTesla $TSLA: Climbed nearly 5%, pacing Nasdaq 100 advancers, rebounding from recent volatility.\n\nAdvanced Micro Devices $AMD: Gained more than 4% after HSBC upgraded the stock to \"buy\" and doubled its price target to 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{"unit_id": "orig:1943523411252379729", "ticker_idx": 3, "ts": "2025-07-11T04:11:04+00:00", "symbol": "AMD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "HSBC upgraded the stock to \"buy\" and doubled its price target to $200, reflecting optimism in AI chips", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish DDOG and cybersecurity on AI tailwinds; relays Buy ratings on EL (BofA, PT $110) and AMD (HSBC, PT $200).", "resolved_tickers": ["AMD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "Notable Movers for July 10th Stock Market:\n\nThe SaaS sector experienced significant declines. $WDAY was downgraded today due to AI concerns, but I’m unsure why the rest of the SaaS sector would also decline. It could be driven by algorithms and market inefficiencies or a misunderstanding of this space. $DDOG and the cybersecurity space should be bullish with AI, but it is what it is.\n\nDatadog $DDOG: Closed at $137.49, down 3.7% from the previous day's close of $142.75.\n\nAtlassian $TEAM: Closed at $200.05, down 9.4% from $220.89.\n\nWorkday $WDAY: Closed at $229.3, down 4.5% from $240.17.\n\nCrowdStrike $CRWD: Closed at $487.11, down 5.1% from $513.51.\n\nCyberArk $CYBR: Closed at $376.39, down 7.1% from $405.31.\n\nThe airline sector was a standout, propelled by Delta Air Lines' strong second-quarter earnings report, which exceeded expectations and boosted investor sentiment. Key movers included:\n\nUnited Airlines $UAL: Soared 14.3%, reflecting the sector's rally following Delta's positive outlook.\n\nDelta Air Lines $DAL: Surged 12%, pacing the airline sector after reporting robust earnings, as detailed in Investopedia.\n\nAmerican Airlines $AAL: Jumped 13%, benefiting from the sector-wide momentum.\n\nSouthwest Airlines $LUV: Rose 8.1%, continuing the airline sector’s strong performance.\n\nOther significant advancers included:\n\nEstée Lauder $EL: Jumped 6.3% after Bank of America reinstated coverage with a \"buy\" rating and a $110 price target, trading at $92, as noted in Investopedia.\n\nTeradyne $TER: Popped 6.3% after Amazon announced the use of its technology in the Vulcan warehouse robot, highlighting tech hardware strength.\n\nTesla $TSLA: Climbed nearly 5%, pacing Nasdaq 100 advancers, rebounding from recent volatility.\n\nAdvanced Micro Devices $AMD: Gained more than 4% after HSBC upgraded the stock to \"buy\" and doubled its price target to $200, reflecting optimism in AI chips.\n\nOn the downside, several stocks faced pressure:\n\nAxon Enterprise $AXON: Dropped 9% after competitor Byrna Technologies $BYRN reported earnings, with $BYRN shares plunging 21.3%, impacting sentiment.\n\nPTC $PTC: Lost 7.6% amid reports of takeover interest from Autodesk $ADSK, which also fell 6.9%, creating uncertainty.\n\nAES Corp. $AES: Sank 6.4% following reports of being an acquisition target, potentially signaling sector consolidation.\n\nAdditional notable movements included:\n\nMP Materials $MP: Surged more than 50% after securing a deal with the Department of Defense, trading at its highest level in over three years, with USA Rare Earth $USAR up 15%, reflecting strength in critical minerals.\n\nWK Kellogg $KLG: Surged 30% after Ferrero Group announced its acquisition for $23 per share, valuing the deal at approximately $3.1 billion, a significant consumer staples event.", "reply_text": null, "parent_text": null, "quoted_text": null, 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{"unit_id": "thread:1952238318516900080", "ticker_idx": 0, "ts": "2025-08-04T05:21:00+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Everything Palantir is doing right now is operationally remarkable. Nearly every single key performance metric is going up and to the right at an unprecedented rate.", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Shares bullish MorningStar thesis on PLTR: KPIs all positive, switching-cost moat, Golden Dome tailwind, EU/Middle East optionality.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "self_thread", "lang": "en", "tweet_text": "🚨 $PLTR Key Points from the most recent MorningStar Article\n\n\"Everything Palantir is doing right now is operationally remarkable. Nearly every single key performance metric is going “up and to the right” at an unprecedented rate. Simply pick your KPI.\"\n\n\"Deals over $1 million are gaining steam. We believe this is a more valuable signal than deals over $10 million in terms of mass adoption. More players are taking small bites at the apple, and the switching cost moat is trending positively. The high friction with switching vendors suggests such deals will become more lucrative over time.\"\n\n\"Continued government penetration in both the United States and Europe will be closely watched, with some Middle Eastern revenues as a wild card.\"\n\n\"In the US, the Golden Dome could be a massive tailwind, with some estimates of total associated expenditure in the trillions. Palantir could be the software backbone of the system, so continued stickiness in government revenues (which we fully expect) would be a good sign.\"\n\n\"Europe is often viewed as an AI adoption laggard. CEO Alex Karp has publicly admonished the region for this, and we tend to agree, but the firm was able to secure some Maven AI smart-system-led contracts. Due to relative underpenetration, there is some significant optionality for price appreciation, should the company do well here.\"\n\n\"Reading the tea leaves, Trump brought a lot of tech CEOs with him earlier this year on a Middle East trip to stir up investment. We dont believe there is anything imminent, but if the Gaza situation resolves, there could be an opening for the normalization of relations between Saudi Arabia and Israel, which could open a new market for Palantir.\"\n\n\"Continued commercial penetration is pretty self-evident. We need to see more use cases outside of what has already been digested by the market, such as Palantir’s software helping Wendy’s with supply chain issues and hospital systems with bed turnover.'\n\n---\n\nhttps://t.co/OqoWTX9y06", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.039773429876719724, "ret_signed_m1d": -0.039773429876719724, "alpha_spy_m1d": -0.024801239479641635, "alpha_c_m1d": -0.024801239479641635, "bench_spy_m1d": -0.014972190397078089, "bench_c_m1d": -0.014972190397078089, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.07848873598230566, "ret_signed_p1d": 0.07848873598230566, "alpha_spy_p1d": 0.08355876009901853, "alpha_c_p1d": 0.08355876009901853, "bench_spy_p1d": -0.005070024116712868, "bench_c_p1d": -0.005070024116712868, "ret_p1w": 0.13705955752361998, "ret_signed_p1w": 0.13705955752361998, "alpha_spy_p1w": 0.12953386421945434, "alpha_c_p1w": 0.12953386421945434, "bench_spy_p1w": 0.007525693304165637, "bench_c_p1w": 0.007525693304165637, "ret_p1m": -0.022220884120773277, "ret_signed_p1m": -0.022220884120773277, "alpha_spy_p1m": -0.03663860326597834, "alpha_c_p1m": -0.03663860326597834, "bench_spy_p1m": 0.014417719145205066, "bench_c_p1m": 0.014417719145205066, "ret_p3m": 0.21094235414636175, "ret_signed_p3m": 0.21094235414636175, "alpha_spy_p3m": 0.13086110078907787, "alpha_c_p3m": 0.13086110078907787, "bench_spy_p3m": 0.08008125335728389, "bench_c_p3m": 0.08008125335728389, "ret_p6m": 0.03137055378594811, "ret_signed_p6m": 0.03137055378594811, "alpha_spy_p6m": -0.07685546868113713, "alpha_c_p6m": -0.07685546868113713, "bench_spy_p6m": 0.10822602246708524, "bench_c_p6m": 0.10822602246708524, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.022220884120773277, "alpha_spy_stated": -0.03663860326597834, "alpha_c_stated": -0.03663860326597834, "price_path": [-0.3123, -0.2584, -0.2699, -0.2627, -0.2027, -0.1897, -0.2025, -0.1938, -0.2137, -0.2183, -0.2495, -0.2388, -0.2325, -0.2325, -0.232, -0.2297, -0.2386, -0.1798, -0.1781, -0.1711, -0.1908, -0.2536, -0.205, -0.178, -0.1733, -0.1511, -0.1585, -0.1448, -0.1198, -0.1398, -0.1288, -0.1288, -0.1454, -0.1291, -0.1085, -0.1105, -0.1021, -0.1862, -0.1515, -0.1866, -0.1776, -0.1637, -0.1637, -0.1341, -0.1304, -0.1091, -0.113, -0.1155, -0.0716, -0.0752, -0.0607, -0.0415, -0.0444, -0.0552, -0.0721, -0.0375, -0.0361, -0.0116, -0.0173, -0.0275, -0.0128, -0.0144, -0.0398, 0.0, 0.0785, 0.1175, 0.1341, 0.1637, 0.1371, 0.1638, 0.1476, 0.1267, 0.1028, 0.0832, -0.0181, -0.0289, -0.0279, -0.012, -0.0217, 0.0013, -0.0245, -0.0158, -0.0246, -0.0246, -0.0222, -0.0359, -0.0281, -0.047, -0.0284, 0.0106, 0.0378, 0.023, 0.067, 0.0657, 0.0598, 0.0477, 0.1015, 0.1353, 0.1162, 0.1363, 0.1176, 0.1149, 0.1053, 0.1133, 0.1354, 0.1512, 0.1643, 0.0772, 0.1175, 0.1339, 0.1425, 0.1544, 0.092, 0.103, 0.1188, 0.118, 0.1087, 0.1089, 0.1303, 0.1298, 0.0923, 0.1234, 0.1492, 0.1775, 0.1801, 0.2375, 0.2109, 0.2478, 0.2896, 0.1872, 0.1696, 0.0896, 0.1075, 0.2051, 0.1886, 0.1463, 0.0715, 0.0831, 0.0659, 0.0415, 0.0296, -0.0306, -0.0362, 0.0099, 0.018, 0.0318, 0.0318, 0.0485, 0.0425, 0.0624, 0.096, 0.1074, 0.1313, 0.1297, 0.1318, 0.1696, 0.1673, 0.1426, 0.1406, 0.1686, 0.1035, 0.1558, 0.2037, 0.2074, 0.2083, 0.2086, 0.2086, 0.1746, 0.1464, 0.1256, 0.1064, 0.1064, 0.0448, 0.0833, 0.1186, 0.1308, 0.1008, 0.1048, 0.1167, 0.1139, 0.1104, 0.1021, 0.0641, 0.0641, 0.049, 0.0291, 0.0326, 0.0556, 0.0424, 0.0314]}
{"unit_id": "orig:1951753871086510320", "ticker_idx": 0, "ts": "2025-08-02T21:15:59+00:00", "symbol": "BMNR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Further drawdown seems imminent.", "tweet_type": "prediction", "timeline": "days", "summary": "Short BMNR: broke $41 volume-peak support from $67, lower Bollinger Band far below, further drawdown imminent.", "resolved_tickers": ["BMNR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "original", "lang": "en", "tweet_text": "🟥 $BMNR From $67 (PINK Alert) to $31 (Today).\n\nIt lost the volume peak price support at $41. The lower Bollinger Band is far below. Further drawdown seems imminent.\n\n230+ Daily Blue & Pink Candle Alerts. Free Trial:\nhttps://t.co/XLFioz4ScQ https://t.co/jV50L0x0yX", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.017667861198619184, "ret_signed_m1d": -0.017667861198619184, "alpha_spy_m1d": -0.03264005159569727, "alpha_c_m1d": -0.027492453762245406, "bench_spy_m1d": -0.014972190397078089, "bench_c_m1d": -0.009824592563626222, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.06970768421479079, "ret_signed_p1d": -0.06970768421479079, "alpha_spy_p1d": -0.07477770833150366, "alpha_c_p1d": -0.07375314858050275, "bench_spy_p1d": -0.005070024116712868, "bench_c_p1d": -0.004045464365711959, "ret_p1w": 0.8946353807203633, "ret_signed_p1w": -0.8946353807203633, "alpha_spy_p1w": -0.8871096874161977, "alpha_c_p1w": -0.8961765810760364, "bench_spy_p1w": 0.007525693304165637, "bench_c_p1w": -0.001541200355673067, "ret_p1m": 0.3649214316021414, "ret_signed_p1m": -0.3649214316021414, "alpha_spy_p1m": -0.35050371245693634, "alpha_c_p1m": -0.33255771667644574, "bench_spy_p1m": 0.014417719145205066, "bench_c_p1m": 0.032363714925695675, "ret_p3m": 0.43109540874265995, "ret_signed_p3m": -0.43109540874265995, "alpha_spy_p3m": -0.35101415538537606, "alpha_c_p3m": -0.4216186534276194, "bench_spy_p3m": 0.08008125335728389, "bench_c_p3m": 0.009476755315040553, "ret_p6m": -0.05754530149709869, "ret_signed_p6m": 0.05754530149709869, "alpha_spy_p6m": 0.16577132396418393, "alpha_c_p6m": 0.08548444602343819, "bench_spy_p6m": 0.10822602246708524, "bench_c_p6m": 0.0279391445263395, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": -0.8946353807203633, "alpha_spy_stated": -0.8871096874161977, "alpha_c_stated": -0.8961765810760364, "price_path": [null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, -0.751, -0.7576, -0.7787, -0.7832, -0.7976, -0.8198, -0.8407, -0.8474, -0.8452, -0.849, -0.849, -0.8519, -0.8587, -0.858, -0.8596, -0.858, -0.863, 0.089, 0.4777, 0.8792, 3.3367, 3.3367, 2.4526, 2.5818, 1.1433, 0.478, 0.3049, 0.3177, 0.2836, 0.4391, 0.346, 0.3604, 0.2711, 0.2955, 0.2689, 0.3412, 0.2785, 0.1279, 0.0279, 0.105, 0.1128, 0.0177, 0.0, 0.0697, 0.2358, 0.3261, 0.6521, 0.8946, 1.0058, 0.9798, 0.9419, 0.8571, 0.7626, 0.5991, 0.6723, 0.5332, 0.7183, 0.5933, 0.6046, 0.4786, 0.4639, 0.4012, 0.4012, 0.3649, 0.4411, 0.3553, 0.3505, 0.4067, 0.4327, 0.4648, 0.5352, 0.7697, 0.7061, 0.7967, 0.8333, 0.9261, 0.9688, 0.77, 0.7504, 0.6678, 0.5924, 0.6222, 0.7096, 0.6682, 0.682, 0.815, 0.8198, 1.0308, 0.9017, 0.9274, 0.8985, 0.6855, 0.8262, 0.7, 0.7282, 0.6409, 0.6013, 0.7282, 0.6656, 0.5429, 0.5801, 0.6193, 0.7253, 0.6878, 0.5985, 0.4311, 0.4986, 0.3768, 0.2676, 0.3305, 0.2004, 0.2923, 0.3219, 0.2718, 0.3032, 0.1748, 0.105, -0.0058, 0.0369, -0.0626, -0.1642, -0.1648, -0.001, -0.0713, 0.0196, 0.0196, 0.0639, -0.0704, 0.0251, 0.0813, 0.1667, 0.0941, 0.1516, 0.2599, 0.2982, 0.2333, 0.1201, -0.0055, 0.0086, -0.0579, -0.0865, 0.0077, -0.001, -0.0431, -0.0569, -0.0569, -0.0903, -0.0829, -0.1093, -0.1276, -0.1276, 0.0022, 0.0716, 0.0389, -0.0244, 0.0051, -0.0341, 0.0003, 0.0032, 0.0495, -0.0081, 0.0013, 0.0013, -0.0926, -0.0569, -0.0714, -0.0746, -0.1067, -0.0575]}
{"unit_id": "quote:1940594010164547996", "ticker_idx": 0, "ts": "2025-07-03T02:10:41+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Companies not adopting Palantir products believe, 'Our in-house software engineers and data scientists can build solutions. We don't need Palantir.' This overlooks the reality: hiring and managing multiple specialized teams is costly and time-intensive.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish PLTR: enterprises building in-house solutions will fail to match Palantir's proven, scalable platform, driving adoption.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "$PLTR Companies not adopting Palantir products believe, \"Our in-house software engineers and data scientists can build solutions. We don't need Palantir.\"\n\nThis overlooks the reality: hiring and managing multiple specialized teams is costly and time-intensive. The result? Often an inferior product, cobbled together over months, with limited production-ready use cases.\n\nThis mindset mirrors the flawed belief that \"our cloud servers can outperform AWS, Azure, or GCP.\" Reinventing the wheel rarely beats leveraging proven, scalable solutions.\n\nGood-bye legacy Enterprises. You will be outrun by those who use state of the art systems.", "reply_text": null, "parent_text": null, "quoted_text": "$PLTR valuation makes ZERO sense \n\nBut then why do institutions keep buying it?\nWhat do they know that you don't?\n\nI work in BIG DATA analytics and let me share the secrets of Palantir in the most basic way\n\nPalantir has monopoly on Automated Governance, serving as the ultimate https://t.co/XGLRmO7rq8", "parent_author": null, "ret_m1d": -0.016671669269041955, "ret_signed_m1d": -0.016671669269041955, "alpha_spy_m1d": -0.008851899758820614, "alpha_c_m1d": -0.008851899758820614, "bench_spy_m1d": -0.007819769510221342, "bench_c_m1d": -0.007819769510221342, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0, "ret_signed_p1d": 0.0, "alpha_spy_p1d": 0.0, "alpha_c_p1d": 0.0, "bench_spy_p1d": 0.0, "bench_c_p1d": 0.0, "ret_p1w": 0.06058350217826147, "ret_signed_p1w": 0.06058350217826147, "alpha_spy_p1w": 0.05981593318216727, "alpha_c_p1w": 0.05981593318216727, "bench_spy_p1w": 0.0007675689960942034, "bench_c_p1w": 0.0007675689960942034, "ret_p1m": 0.14818400991117175, "ret_signed_p1m": 0.14818400991117175, "alpha_spy_p1m": 0.15397294856890886, "alpha_c_p1m": 0.15397294856890886, "bench_spy_p1m": -0.005788938657737108, "bench_c_p1m": -0.005788938657737108, "ret_p3m": 0.357695722985067, "ret_signed_p3m": 0.357695722985067, "alpha_spy_p3m": 0.2894338917596537, "alpha_c_p3m": 0.2894338917596537, "bench_spy_p3m": 0.0682618312254133, "bench_c_p3m": 0.0682618312254133, "ret_p6m": 0.4045103145029929, "ret_signed_p6m": 0.4045103145029929, "alpha_spy_p6m": 0.29428343954203506, "alpha_c_p6m": 0.29428343954203506, "bench_spy_p6m": 0.11022687496095784, "bench_c_p6m": 0.11022687496095784, "ret_p1y": -0.11059839641893165, "ret_signed_p1y": -0.11059839641893165, "alpha_spy_p1y": -0.3141645428959252, "alpha_c_p1y": -0.3141645428959252, "bench_spy_p1y": 0.20356614647699356, "bench_c_p1y": 0.20356614647699356, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.14818400991117175, "alpha_spy_stated": 0.15397294856890886, "alpha_c_stated": 0.15397294856890886, "price_path": [-0.4207, -0.4245, -0.3152, -0.3407, -0.3409, -0.3107, -0.2676, -0.31, -0.302, -0.302, -0.3242, -0.3005, -0.2496, -0.1978, -0.1606, -0.1467, -0.1361, -0.1185, -0.1352, -0.075, -0.0788, -0.1898, -0.1777, -0.1132, -0.127, -0.1183, -0.0466, -0.0311, -0.0464, -0.036, -0.0598, -0.0653, -0.1026, -0.0898, -0.0822, -0.0822, -0.0816, -0.0789, -0.0896, -0.0192, -0.0173, -0.0089, -0.0324, -0.1075, -0.0494, -0.0171, -0.0115, 0.0151, 0.0062, 0.0226, 0.0525, 0.0286, 0.0417, 0.0417, 0.0219, 0.0414, 0.066, 0.0636, 0.0736, -0.0269, 0.0146, -0.0274, -0.0167, 0.0, 0.0, 0.0354, 0.0398, 0.0653, 0.0606, 0.0576, 0.1101, 0.1058, 0.1232, 0.1461, 0.1426, 0.1297, 0.1095, 0.1509, 0.1526, 0.1819, 0.1751, 0.1628, 0.1805, 0.1786, 0.1482, 0.1957, 0.2896, 0.3363, 0.3561, 0.3915, 0.3596, 0.3916, 0.3722, 0.3473, 0.3186, 0.2953, 0.1741, 0.1611, 0.1624, 0.1815, 0.1698, 0.1973, 0.1664, 0.1768, 0.1663, 0.1663, 0.1692, 0.1529, 0.1621, 0.1396, 0.1618, 0.2084, 0.241, 0.2233, 0.2759, 0.2743, 0.2672, 0.2528, 0.3171, 0.3575, 0.3347, 0.3587, 0.3364, 0.3331, 0.3216, 0.3312, 0.3577, 0.3765, 0.3922, 0.2881, 0.3362, 0.3558, 0.3662, 0.3804, 0.3057, 0.3189, 0.3377, 0.3369, 0.3257, 0.3259, 0.3515, 0.3509, 0.3061, 0.3433, 0.3741, 0.408, 0.4111, 0.4797, 0.448, 0.492, 0.542, 0.4196, 0.3985, 0.3028, 0.3243, 0.441, 0.4213, 0.3707, 0.2812, 0.2951, 0.2746, 0.2454, 0.2312, 0.1592, 0.1525, 0.2076, 0.2173, 0.2338, 0.2338, 0.2537, 0.2466, 0.2704, 0.3105, 0.3242, 0.3528, 0.3508, 0.3534, 0.3986, 0.3958, 0.3663, 0.3639, 0.3974, 0.3195, 0.382, 0.4393, 0.4437, 0.4448, 0.4451, 0.4451, 0.4045]}
{"unit_id": "thread:1951699555826950407", "ticker_idx": 0, "ts": "2025-08-02T17:40:09+00:00", "symbol": "MSFT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I would invest all my money in Microsoft ($MSFT)", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Would put entire net worth in MSFT; argues Windows is irreplaceable OS underpinning global infrastructure with no viable substitute.", "resolved_tickers": ["MSFT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "self_thread", "lang": "en", "tweet_text": "If you had to narrow it down to single company to invest your entire net worth, which one would you choose? 🤔\n\nLet me start with mine 👇\n\n---\n\nTo narrow it down, inverse the problem by becoming a corporate \"Thanos.\"\n\nWhat do I mean by that? Let me break it down.\n\nFirst, ask yourself: \"Which company, if snapped out of existence, would make life on Earth most miserable?\" Some companies can be easily replaced by competitors, while others are harder to replace but could still be substituted within a year or two. Your quest is to identify the company that is extremely difficult to replace--one so deeply embedded in every second of our lives that its sudden disappearance, like a business Thanos’ snap, would plunge us into deep, immediate chaos.\n\nSecond, perform a high-level simulation to determine which scenario is the worst. You may have narrowed it down to a handful of \"Infinity Businesses,\" but you still need to identify which one has the greatest impact on humanity. Essentially, eliminate their products and assess how miserable Earthlings would become in an instant, with no replacement ready and no preparation in place.\n\nI’ve done this exercise multiple times over the past few years, and personally, I would invest all my money in Microsoft ($MSFT). Why? If I were a corporate Thanos aiming to wreak havoc on Earth, I would eliminate the operating system of the planet: Microsoft Windows. This system powers business laptops, servers, and critical equipment in governments, hospitals, space stations, power plants, satellites, manufacturing industries, millions engineers and doctors and more.\n\nThe Earth would STOP working as we know it in snap of a finger. We would have NO replacement. The Microsoft Ecosystem is the HEART of the Modern Earth. Without it, we cannot Operate. We don't have a System. We cannot live without an Operating System. It's embedded and ENTANGLED deep down in the structure of how our world operates. We don't have a replacement.\n\nApple ($AAPL) isn’t designed for enterprise use. Companies wouldn’t be able to adopt it, as it’s incompatible with existing equipment. Linux/Unix is limited and impractical for widespread replacement. If Amazon ($AMZN) disappears, Walmart ($WMT) could step in. If Tesla ($TSLA) vanishes, other car companies would still cover over 90% of transportation needs. If Google ($GOOGL) is gone, we could use Microsoft’s Bing, Yahoo, ChatGPT, or Copilot. If Nvidia ($NVDA) disappears, AMD is already mass-producing AI GPUs. If Netflix ($NFLX) goes away, we still have YouTube and HBO. If Meta ($META) vanishes, X is arguably better anyway. But wait—what’s happening? My screen is dusting away pixel by pixel… the apps on my phone are disappearing… the servers must have crashed… I’m losing power in my house… Bye, folks. God bless Earth. Fight for freedom.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.02152558893005152, "ret_signed_m1d": -0.02152558893005152, "alpha_spy_m1d": -0.006553398532973431, "alpha_c_m1d": -0.006553398532973431, "bench_spy_m1d": -0.014972190397078089, "bench_c_m1d": -0.014972190397078089, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.014729884353799294, "ret_signed_p1d": -0.014729884353799294, "alpha_spy_p1d": -0.009659860237086426, "alpha_c_p1d": -0.009659860237086426, "bench_spy_p1d": -0.005070024116712868, "bench_c_p1d": -0.005070024116712868, "ret_p1w": -0.02589410848271989, "ret_signed_p1w": -0.02589410848271989, "alpha_spy_p1w": -0.03341980178688553, "alpha_c_p1w": -0.03341980178688553, "bench_spy_p1w": 0.007525693304165637, "bench_c_p1w": 0.007525693304165637, "ret_p1m": -0.055428247922041596, "ret_signed_p1m": -0.055428247922041596, "alpha_spy_p1m": -0.06984596706724666, "alpha_c_p1m": -0.06984596706724666, "bench_spy_p1m": 0.014417719145205066, "bench_c_p1m": 0.014417719145205066, "ret_p3m": -0.01683156103189587, "ret_signed_p3m": -0.01683156103189587, "alpha_spy_p3m": -0.09691281438917976, "alpha_c_p3m": -0.09691281438917976, "bench_spy_p3m": 0.08008125335728389, "bench_c_p3m": 0.08008125335728389, "ret_p6m": -0.09963587630315329, "ret_signed_p6m": -0.09963587630315329, "alpha_spy_p6m": -0.20786189877023853, "alpha_c_p6m": -0.20786189877023853, "bench_spy_p6m": 0.10822602246708524, "bench_c_p6m": 0.10822602246708524, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.055428247922041596, "alpha_spy_stated": -0.06984596706724666, "alpha_c_stated": -0.06984596706724666, "price_path": [-0.1925, -0.1835, -0.1824, -0.1628, -0.163, -0.1559, -0.154, -0.1519, -0.1433, -0.1446, -0.1551, -0.1508, -0.1595, -0.1595, -0.1399, -0.1461, -0.1437, -0.1405, -0.1375, -0.1357, -0.134, -0.1269, -0.1218, -0.1174, -0.1208, -0.1177, -0.106, -0.1133, -0.1055, -0.1075, -0.1034, -0.1034, -0.1087, -0.0927, -0.085, -0.081, -0.0713, -0.0741, -0.0714, -0.0814, -0.0832, -0.0687, -0.0687, -0.0708, -0.0728, -0.06, -0.0638, -0.0603, -0.0609, -0.0557, -0.056, -0.0447, -0.0478, -0.0478, -0.0567, -0.0556, -0.0462, -0.0409, -0.0432, -0.0431, -0.0418, -0.004, -0.0215, 0.0, -0.0147, -0.02, -0.0276, -0.0254, -0.0259, -0.0119, -0.0281, -0.0246, -0.0289, -0.0346, -0.0483, -0.0559, -0.0571, -0.0515, -0.057, -0.0612, -0.0524, -0.047, -0.0525, -0.0525, -0.0554, -0.055, -0.0501, -0.0744, -0.0684, -0.068, -0.0643, -0.0631, -0.0465, -0.0363, -0.0481, -0.0463, -0.0492, -0.0315, -0.038, -0.0477, -0.046, -0.0519, -0.0436, -0.0377, -0.0314, -0.0281, -0.0356, -0.0326, -0.0116, -0.0202, -0.0185, -0.0231, -0.0445, -0.0387, -0.0396, -0.0399, -0.0433, -0.0396, -0.0336, -0.032, -0.0266, -0.0266, -0.0209, -0.0061, 0.0137, 0.0127, -0.0168, -0.0317, -0.0332, -0.0382, -0.0516, -0.0704, -0.0709, -0.0538, -0.0488, -0.0442, -0.0589, -0.046, -0.051, -0.0766, -0.0891, -0.1037, -0.1155, -0.112, -0.1064, -0.0904, -0.0904, -0.0782, -0.0881, -0.082, -0.105, -0.0991, -0.0948, -0.0801, -0.0782, -0.1034, -0.0942, -0.1035, -0.1104, -0.1075, -0.108, -0.0933, -0.0896, -0.0915, -0.0879, -0.0857, -0.0857, -0.0863, -0.0874, -0.0867, -0.0939, -0.0939, -0.1139, -0.1141, -0.1035, -0.0942, -0.1043, -0.1021, -0.106, -0.1182, -0.1394, -0.1444, -0.1385, -0.1385, -0.1485, -0.168, -0.1548, -0.127, -0.1189, -0.0996]}
{"unit_id": "quote:1948805060454220193", "ticker_idx": 0, "ts": "2025-07-25T17:58:28+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The fake GLP-1 news didn't work. What are they are gonna do? Another fake news?", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish HIMS; dismisses short-seller narrative as fake news and implies shorts will fail to push it down.", "resolved_tickers": ["HIMS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - Specialty & Generic", "unit_kind": "quote", "lang": "en", "tweet_text": "$HIMS Oh no, 35.4% short interest. The fake GLP-1 news didn't work. What are they are gonna do? Another fake news? 🤷‍♂️\n\nHims & Hers Health (HIMS) has a short interest of 68.35 million shares, representing 35.39% of the float (the number of shares available for trading by the public). This marks a 10.80% increase in short interest from the previous month. The short interest ratio (days to cover) is 1.5, indicating that it would take 1.5 days of the average trading volume of 33.70 million shares to cover all short positions.", "reply_text": null, "parent_text": null, "quoted_text": "Market still treating $HIMS like a GLP-1 company 😂 \n\nDon't be manipulated by the news orchestrated by the short whales.\n\n$HIMS sells personalized dosages of semaglutide that branded companies don't provide. It's just one of their side products and it's legal. https://t.co/spI5WIonbd", "parent_author": null, "ret_m1d": -0.005724229355077326, "ret_signed_m1d": -0.005724229355077326, "alpha_spy_m1d": -0.0015175643060234556, "alpha_c_m1d": -0.0015175643060234556, "bench_spy_m1d": -0.00420666504905387, "bench_c_m1d": -0.00420666504905387, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.01786641373867992, "ret_signed_p1d": 0.01786641373867992, "alpha_spy_p1d": 0.018117482743426727, "alpha_c_p1d": 0.018117482743426727, "bench_spy_p1d": -0.0002510690047468067, "bench_c_p1d": -0.0002510690047468067, "ret_p1w": 0.08499562153492835, "ret_signed_p1w": 0.08499562153492835, "alpha_spy_p1w": 0.10913631316610684, "alpha_c_p1w": 0.10913631316610684, "bench_spy_p1w": -0.02414069163117849, "bench_c_p1w": -0.02414069163117849, "ret_p1m": -0.25429313893133687, "ret_signed_p1m": -0.25429313893133687, "alpha_spy_p1m": -0.26272187025311544, "alpha_c_p1m": -0.26272187025311544, "bench_spy_p1m": 0.008428731321778571, "bench_c_p1m": 0.008428731321778571, "ret_p3m": -0.1767563256148743, "ret_signed_p3m": -0.1767563256148743, "alpha_spy_p3m": -0.22784935239605253, "alpha_c_p3m": -0.22784935239605253, "bench_spy_p3m": 0.05109302678117822, "bench_c_p3m": 0.05109302678117822, "ret_p6m": -0.45568086157499554, "ret_signed_p6m": -0.45568086157499554, "alpha_spy_p6m": -0.547545576838819, "alpha_c_p6m": -0.547545576838819, "bench_spy_p6m": 0.09186471526382345, "bench_c_p6m": 0.09186471526382345, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.25429313893133687, "alpha_spy_stated": -0.26272187025311544, "alpha_c_stated": -0.26272187025311544, "price_path": [-0.3922, -0.4258, -0.3728, -0.2919, -0.2735, -0.1419, -0.0919, -0.1084, -0.0987, -0.0423, 0.1101, 0.0602, 0.0161, 0.1214, 0.0814, 0.0618, 0.0061, -0.0716, -0.0489, -0.0489, -0.0744, -0.0748, -0.0911, -0.0189, -0.0153, -0.0507, -0.0701, -0.0846, -0.0229, -0.0137, -0.0416, -0.0016, -0.0087, -0.0376, 0.0369, 0.0276, 0.0593, 0.0593, 0.114, -0.2718, -0.255, -0.2817, -0.1972, -0.1429, -0.1353, -0.1681, -0.1768, -0.1677, -0.1677, -0.1601, -0.1507, -0.1112, -0.128, -0.1693, -0.0975, -0.1247, -0.1006, -0.1329, -0.1261, -0.1743, -0.1325, 0.0064, -0.0057, 0.0, 0.0179, 0.0454, 0.1367, 0.148, 0.085, 0.0989, -0.0369, -0.1131, -0.1145, -0.099, -0.133, -0.1681, -0.1617, -0.1825, -0.2017, -0.2177, -0.2683, -0.2475, -0.2375, -0.2269, -0.2543, -0.2134, -0.2366, -0.2347, -0.2654, -0.2654, -0.2796, -0.2288, -0.1655, -0.1603, -0.1389, -0.171, -0.1712, -0.1022, -0.0373, -0.064, -0.1173, -0.1266, -0.0252, 0.0029, 0.0009, -0.0286, -0.0763, -0.0482, 0.013, 0.0255, -0.0161, -0.0232, 0.0038, -0.0886, -0.0501, 0.0056, 0.009, 0.0104, -0.0642, -0.0507, -0.063, 0.0886, 0.026, -0.1365, -0.1091, -0.1438, -0.1768, -0.1589, -0.1539, -0.1634, -0.1827, -0.1912, -0.2357, -0.2114, -0.23, -0.2578, -0.2415, -0.2798, -0.2883, -0.2879, -0.3105, -0.3232, -0.3747, -0.3585, -0.3828, -0.371, -0.3785, -0.4168, -0.3979, -0.3447, -0.3566, -0.3339, -0.3339, -0.3103, -0.3493, -0.3702, -0.357, -0.3058, -0.32, -0.3214, -0.3093, -0.3429, -0.3448, -0.3546, -0.3712, -0.3606, -0.3934, -0.3969, -0.3832, -0.392, -0.3964, -0.3986, -0.3986, -0.4049, -0.4085, -0.4269, -0.4368, -0.4368, -0.4205, -0.3979, -0.3849, -0.3849, -0.4125, -0.4503, -0.439, -0.4415, -0.4567, -0.4583, -0.4557, -0.4557]}
{"unit_id": "reply:1936973843794653645", "ticker_idx": 0, "ts": "2025-06-23T02:25:26+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The fact the media is attacking Palantir is an extremely bullish sign. I love it.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Media attacks on Palantir seen as contrarian bullish signal; author is bullish.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@ImBananas4 Exactly. The fact the media is attacking Palantir is an extremely bullish sign. I love it.", "reply_text": null, "parent_text": "@TradexWhisperer Morons on reddit just blab about palantir surveilance state.\nThey legit dont understand what palantir does.\nFacebook google and apple have more info about everyone yet they dont care", "quoted_text": null, "parent_author": "ImBananas4", "ret_m1d": -0.018724951053987304, "ret_signed_m1d": -0.018724951053987304, "alpha_spy_m1d": -0.008944177591503677, "alpha_c_m1d": -0.008944177591503677, "bench_spy_m1d": -0.009780773462483627, "bench_c_m1d": -0.009780773462483627, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.023656357932460237, "ret_signed_p1d": 0.023656357932460237, "alpha_spy_p1d": 0.012608965103594771, "alpha_c_p1d": 0.012608965103594771, "bench_spy_p1d": 0.011047392828865465, "bench_c_p1d": 0.011047392828865465, "ret_p1w": -0.02572892289763884, "ret_signed_p1w": -0.02572892289763884, "alpha_spy_p1w": -0.05522167875619044, "alpha_c_p1w": -0.05522167875619044, "bench_spy_p1w": 0.0294927558585516, "bench_c_p1w": 0.0294927558585516, "ret_p1m": 0.06539457743721044, "ret_signed_p1m": 0.06539457743721044, "alpha_spy_p1m": 0.017556406107352762, "alpha_c_p1m": 0.017556406107352762, "bench_spy_p1m": 0.04783817132985768, "bench_c_p1m": 0.04783817132985768, "ret_p3m": 0.2647941933720015, "ret_signed_p3m": 0.2647941933720015, "alpha_spy_p3m": 0.16130332952484316, "alpha_c_p3m": 0.16130332952484316, "bench_spy_p3m": 0.10349086384715833, "bench_c_p3m": 0.10349086384715833, "ret_p6m": 0.3418382108131728, "ret_signed_p6m": 0.3418382108131728, "alpha_spy_p6m": 0.20753481033400023, "alpha_c_p6m": 0.20753481033400023, "bench_spy_p6m": 0.13430340047917255, "bench_c_p6m": 0.13430340047917255, "ret_p1y": -0.06939673800848589, "ret_signed_p1y": -0.06939673800848589, "alpha_spy_p1y": -0.28839746807809963, "alpha_c_p1y": -0.28839746807809963, "bench_spy_p1y": 0.21900073006961374, "bench_c_p1y": 0.21900073006961374, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.06539457743721044, "alpha_spy_stated": 0.017556406107352762, "alpha_c_stated": 0.017556406107352762, "price_path": [-0.3405, -0.3561, -0.3864, -0.3968, -0.3948, -0.375, -0.4025, -0.4711, -0.4437, -0.4474, -0.3424, -0.3669, -0.3671, -0.3381, -0.2967, -0.3374, -0.3298, -0.3298, -0.3511, -0.3283, -0.2794, -0.2297, -0.194, -0.1806, -0.1704, -0.1535, -0.1695, -0.1118, -0.1154, -0.222, -0.2104, -0.1484, -0.1617, -0.1534, -0.0845, -0.0696, -0.0843, -0.0743, -0.0971, -0.1024, -0.1382, -0.126, -0.1187, -0.1187, -0.1181, -0.1155, -0.1258, -0.0582, -0.0563, -0.0482, -0.0708, -0.143, -0.0872, -0.0562, -0.0508, -0.0252, -0.0338, -0.018, 0.0106, -0.0123, 0.0003, 0.0003, -0.0187, 0.0, 0.0237, 0.0213, 0.0309, -0.0656, -0.0257, -0.066, -0.0557, -0.0397, -0.0397, -0.0057, -0.0015, 0.0229, 0.0184, 0.0156, 0.066, 0.0619, 0.0785, 0.1006, 0.0972, 0.0848, 0.0654, 0.1051, 0.1068, 0.1349, 0.1284, 0.1166, 0.1336, 0.1317, 0.1026, 0.1482, 0.2384, 0.2832, 0.3022, 0.3362, 0.3056, 0.3363, 0.3177, 0.2937, 0.2662, 0.2438, 0.1274, 0.115, 0.1162, 0.1345, 0.1233, 0.1497, 0.1201, 0.1301, 0.12, 0.12, 0.1227, 0.1071, 0.1159, 0.0943, 0.1156, 0.1604, 0.1917, 0.1747, 0.2252, 0.2236, 0.2168, 0.203, 0.2648, 0.3035, 0.2817, 0.3047, 0.2833, 0.2802, 0.2691, 0.2783, 0.3037, 0.3218, 0.3368, 0.2369, 0.2831, 0.302, 0.3119, 0.3255, 0.2539, 0.2665, 0.2846, 0.2837, 0.273, 0.2732, 0.2978, 0.2972, 0.2542, 0.2899, 0.3195, 0.3521, 0.3551, 0.4209, 0.3904, 0.4327, 0.4807, 0.3632, 0.3429, 0.2511, 0.2717, 0.3837, 0.3648, 0.3163, 0.2303, 0.2436, 0.2239, 0.1959, 0.1822, 0.1131, 0.1067, 0.1596, 0.1689, 0.1847, 0.1847, 0.2039, 0.197, 0.2199, 0.2584, 0.2716, 0.299, 0.2971, 0.2996, 0.343, 0.3403, 0.312, 0.3097, 0.3418]}
{"unit_id": "thread:1940277140156817692", "ticker_idx": 0, "ts": "2025-07-02T05:11:33+00:00", "symbol": "DRS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "An Unstoppable Defense Company under Fibonacci Growth Since 2022… ready to ride the next Blue Candle surge on $DRS", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish DRS; expects next upside surge based on Fibonacci growth pattern.", "resolved_tickers": ["DRS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "self_thread", "lang": "en", "tweet_text": "🟦 $DRS: An Unstoppable Defense Company under Fibonacci Growth Since 2022\n\n(W) Blue Candles = Easy Gains 💰\n\nOur Patreon crew is ready to ride the next Blue Candle surge on $DRS! 🚀 Join us to catch the gains! https://t.co/FZ2Ahbwam5\n\n---\n\nhttps://t.co/0zGLSoeEEa", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.00485550651012101, "ret_signed_m1d": -0.00485550651012101, "alpha_spy_m1d": -0.0003425992252862331, "alpha_c_m1d": -0.003843120982445991, "bench_spy_m1d": -0.004512907284834777, "bench_c_m1d": -0.0010123855276750193, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.024277107865782854, "ret_signed_p1d": 0.024277107865782854, "alpha_spy_p1d": 0.016395707622239186, "alpha_c_p1d": 0.015772860801570587, "bench_spy_p1d": 0.007881400243543668, "bench_c_p1d": 0.008504247064212267, "ret_p1w": 0.03751929024634015, "ret_signed_p1w": 0.03751929024634015, "alpha_spy_p1w": 0.03170103847896799, "alpha_c_p1w": 0.02577530517769655, "bench_spy_p1w": 0.005818251767372162, "bench_c_p1w": 0.011743985068643603, "ret_p1m": -0.08188033791661686, "ret_signed_p1m": -0.08188033791661686, "alpha_spy_p1m": -0.10062482210512957, "alpha_c_p1m": -0.10786573432057756, "bench_spy_p1m": 0.01874448418851271, "bench_c_p1m": 0.025985396403960692, "ret_p3m": -0.03209283746114244, "ret_signed_p3m": -0.03209283746114244, "alpha_spy_p3m": -0.10473370630097634, "alpha_c_p3m": -0.06936552405068008, "bench_spy_p3m": 0.0726408688398339, "bench_c_p3m": 0.03727268658953764, "ret_p6m": -0.2344582130095061, "ret_signed_p6m": -0.2344582130095061, "alpha_spy_p6m": -0.3535487169267828, "alpha_c_p6m": -0.305546036645584, "bench_spy_p6m": 0.11909050391727671, "bench_c_p6m": 0.07108782363607791, "ret_p1y": 0.026004216101041644, "ret_signed_p1y": 0.026004216101041644, "alpha_spy_p1y": -0.1908772180591789, "alpha_c_p1y": -0.20774167607035476, "bench_spy_p1y": 0.21688143416022054, "bench_c_p1y": 0.2337458921713964, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.08188033791661686, "alpha_spy_stated": -0.10062482210512957, "alpha_c_stated": -0.10786573432057756, "price_path": [-0.3361, -0.3279, -0.3079, -0.2455, -0.2522, -0.2271, -0.2182, -0.2004, -0.2092, -0.1971, -0.1971, -0.2378, -0.2262, -0.2086, -0.1916, -0.1797, -0.1912, -0.1819, -0.1861, -0.1141, -0.0751, -0.0802, -0.0874, -0.0848, -0.0795, -0.0802, -0.1006, -0.1051, -0.1108, -0.0978, -0.0824, -0.0751, -0.0852, -0.1044, -0.1013, -0.0942, -0.0942, -0.062, -0.0658, -0.0786, -0.0664, -0.0307, -0.0265, -0.0071, -0.0201, -0.0203, -0.017, -0.0391, -0.0148, -0.0004, 0.0168, -0.0364, 0.0, -0.0236, -0.0236, -0.0289, -0.0128, -0.0483, -0.0406, -0.0157, -0.006, 0.0258, -0.0049, 0.0, 0.0243, 0.0243, 0.0408, 0.0249, 0.0375, 0.0205, 0.0499, 0.0587, 0.0503, 0.0596, 0.0667, 0.0622, 0.0327, 0.0183, 0.049, 0.0472, 0.0691, 0.0611, 0.0638, -0.0457, -0.0819, -0.0803, -0.0675, -0.0845, -0.0883, -0.0896, -0.0843, -0.0823, -0.0759, -0.0753, -0.0788, -0.0803, -0.0569, -0.0914, -0.0918, -0.0923, -0.0889, -0.0925, -0.0726, -0.0704, -0.0606, -0.0785, -0.0785, -0.0708, -0.0757, -0.0951, -0.0887, -0.092, -0.108, -0.09, -0.0796, -0.0695, -0.0706, -0.0759, -0.0812, -0.0582, -0.0834, -0.0516, -0.0467, -0.0589, -0.0633, -0.0281, -0.0321, 0.0042, -0.014, -0.0128, -0.0182, 0.0017, -0.0109, 0.0048, -0.0221, -0.0438, -0.0341, -0.0301, -0.1111, -0.1241, -0.1299, -0.1172, -0.1075, -0.1166, -0.1035, -0.104, -0.0863, -0.1113, -0.15, -0.2026, -0.1913, -0.19, -0.2004, -0.209, -0.219, -0.2186, -0.2124, -0.2128, -0.2157, -0.2362, -0.2294, -0.2418, -0.246, -0.2586, -0.2664, -0.2628, -0.2542, -0.2509, -0.2529, -0.2529, -0.2422, -0.2628, -0.2642, -0.2506, -0.2391, -0.2482, -0.2478, -0.2469, -0.2455, -0.2287, -0.2358, -0.2531, -0.2655, -0.2781, -0.2644, -0.254, -0.2289, -0.2322, -0.2345, -0.2345]}
{"unit_id": "reply:1937268630372385080", "ticker_idx": 0, "ts": "2025-06-23T21:56:48+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$HIMS has the power to bring $LLY giant down by $10Billion in MC. That's the power of HIMS platform.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish HIMS as a platform capable of eroding $10B of LLY's market cap; bearish LLY on HIMS competitive threat.", "resolved_tickers": ["HIMS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - Specialty & Generic", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@ShortHims Party just started. $HIMS has the power to bring $LLY giant down by $10Billion in MC. That's the power of HIMS platform.", "reply_text": null, "parent_text": "@TradexWhisperer They are illegal because it’s not personalized it’s just a bootleg version. Party is over.", "quoted_text": null, "parent_author": "donaldgorbachev", "ret_m1d": -0.02258442848597375, "ret_signed_m1d": -0.02258442848597375, "alpha_spy_m1d": -0.011657746999801821, "alpha_c_m1d": -0.011657746999801821, "bench_spy_m1d": -0.01092668148617193, "bench_c_m1d": -0.01092668148617193, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0358556667793164, "ret_signed_p1d": -0.0358556667793164, "alpha_spy_p1d": -0.036416051144002815, "alpha_c_p1d": -0.036416051144002815, "bench_spy_p1d": 0.0005603843646864171, "bench_c_p1d": 0.0005603843646864171, "ret_p1w": 0.1166472231091602, "ret_signed_p1w": 0.1166472231091602, "alpha_spy_p1w": 0.09873312830331304, "alpha_c_p1w": 0.09873312830331304, "bench_spy_p1w": 0.01791409480584716, "bench_c_p1w": 0.01791409480584716, "ret_p1m": 0.35087309492734087, "ret_signed_p1m": 0.35087309492734087, "alpha_spy_p1m": 0.30566736623290525, "alpha_c_p1m": 0.30566736623290525, "bench_spy_p1m": 0.04520572869443562, "bench_c_p1m": 0.04520572869443562, "ret_p3m": 0.3462164998310253, "ret_signed_p3m": 0.3462164998310253, "alpha_spy_p3m": 0.2493774032682563, "alpha_c_p3m": 0.2493774032682563, "bench_spy_p3m": 0.09683909656276901, "bench_c_p3m": 0.09683909656276901, "ret_p6m": -0.18579742492396145, "ret_signed_p6m": -0.18579742492396145, "alpha_spy_p6m": -0.2953616198006245, "alpha_c_p6m": -0.2953616198006245, "bench_spy_p6m": 0.10956419487666302, "bench_c_p6m": 0.10956419487666302, "ret_p1y": -0.32782304245860117, "ret_signed_p1y": -0.32782304245860117, "alpha_spy_p1y": -0.553996918031101, "alpha_c_p1y": -0.553996918031101, "bench_spy_p1y": 0.2261738755724998, "bench_c_p1y": 0.2261738755724998, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.35087309492734087, "alpha_spy_stated": 0.30566736623290525, "alpha_c_stated": 0.30566736623290525, "price_path": [-0.2568, -0.3215, -0.312, -0.2771, -0.2731, -0.3483, -0.3949, -0.3534, -0.3923, -0.3134, -0.3758, -0.366, -0.3409, -0.3141, -0.3725, -0.366, -0.366, -0.3984, -0.4098, -0.3781, -0.3448, -0.346, -0.3369, -0.1842, -0.2293, -0.1581, -0.0496, -0.0249, 0.1518, 0.2189, 0.1967, 0.2098, 0.2854, 0.4901, 0.4231, 0.3639, 0.5052, 0.4515, 0.4251, 0.3504, 0.2461, 0.2766, 0.2766, 0.2424, 0.2419, 0.22, 0.3169, 0.3218, 0.2743, 0.2482, 0.2286, 0.3115, 0.3239, 0.2864, 0.3402, 0.3306, 0.2917, 0.3919, 0.3793, 0.4219, 0.4219, 0.4952, -0.0226, 0.0, -0.0359, 0.0775, 0.1504, 0.1607, 0.1166, 0.105, 0.1171, 0.1171, 0.1274, 0.1399, 0.193, 0.1704, 0.115, 0.2114, 0.1749, 0.2072, 0.1639, 0.173, 0.1083, 0.1644, 0.3509, 0.3346, 0.3423, 0.3662, 0.4033, 0.5257, 0.5409, 0.4563, 0.475, 0.2927, 0.1905, 0.1886, 0.2093, 0.1637, 0.1166, 0.1253, 0.0973, 0.0715, 0.0501, -0.0179, 0.01, 0.0235, 0.0377, 0.0009, 0.0559, 0.0247, 0.0272, -0.014, -0.014, -0.0331, 0.0352, 0.1201, 0.1271, 0.1558, 0.1127, 0.1125, 0.2051, 0.2922, 0.2563, 0.1849, 0.1723, 0.3085, 0.3462, 0.3434, 0.3038, 0.2398, 0.2775, 0.3597, 0.3765, 0.3206, 0.3111, 0.3474, 0.2233, 0.275, 0.3497, 0.3544, 0.3562, 0.2561, 0.2743, 0.2577, 0.4612, 0.3772, 0.159, 0.1958, 0.1492, 0.105, 0.129, 0.1357, 0.1229, 0.0971, 0.0857, 0.0258, 0.0584, 0.0335, -0.0037, 0.0182, -0.0333, -0.0447, -0.0442, -0.0745, -0.0915, -0.1607, -0.139, -0.1716, -0.1558, -0.1658, -0.2172, -0.1919, -0.1204, -0.1364, -0.1059, -0.1059, -0.0743, -0.1267, -0.1546, -0.1369, -0.0682, -0.0873, -0.0892, -0.0729, -0.118, -0.1206, -0.1336, -0.156, -0.1418, -0.1858]}
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{"unit_id": "quote:1928023758964412571", "ticker_idx": 0, "ts": "2025-05-29T09:40:59+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$NVDA $5T Market Cap Incoming ⚡️", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish on NVDA to $5T and PLTR to $2T market cap as AI revolution beneficiaries.", "resolved_tickers": ["NVDA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$NVDA $5T Market Cap\n$PLTR $2T Market Cap\n\nIncoming ⚡️", "reply_text": null, "parent_text": null, "quoted_text": "We believe the path for Nvidia is a $4 trillion and then $5 trillion market cap. We believe the \"Al Revolution Ives 30 list\" captures the 2nd/3rd derivative Al plays in the tech world that will be the major beneficiaries of this $2 trillion of spend over the next 3 years 🔥🏆🐂", "parent_author": null, "ret_m1d": -0.03146778489281532, "ret_signed_m1d": -0.03146778489281532, "alpha_spy_m1d": -0.027535863648304182, "alpha_c_m1d": -0.024420931457232786, "bench_spy_m1d": -0.0039319212445111384, "bench_c_m1d": -0.007046853435582534, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.02916867791413702, "ret_signed_p1d": -0.02916867791413702, "alpha_spy_p1d": -0.02805017198546822, "alpha_c_p1d": -0.011428569922418808, "bench_spy_p1d": -0.0011185059286688004, "bench_c_p1d": -0.017740107991718213, "ret_p1w": 0.005747602777810501, "ret_signed_p1w": 0.005747602777810501, "alpha_spy_p1w": 0.0006633990962339187, "alpha_c_p1w": -0.023832851955318146, "bench_spy_p1w": 0.005084203681576582, "bench_c_p1w": 0.029580454733128647, "ret_p1m": 0.13342164708625548, "ret_signed_p1m": 0.13342164708625548, "alpha_spy_p1m": 0.08820874861392913, "alpha_c_p1m": -0.007269974500248466, "bench_spy_p1m": 0.045212898472326346, "bench_c_p1m": 0.14069162158650395, "ret_p3m": 0.3060036409388367, "ret_signed_p3m": 0.3060036409388367, "alpha_spy_p3m": 0.2093725119842187, "alpha_c_p3m": 0.09021372762418922, "bench_spy_p3m": 0.096631128954618, "bench_c_p3m": 0.21578991331464747, "ret_p6m": 0.28531156835147464, "ret_signed_p6m": 0.28531156835147464, "alpha_spy_p6m": 0.1619986760994805, "alpha_c_p6m": -0.05084877572099611, "bench_spy_p6m": 0.12331289225199416, "bench_c_p6m": 0.33616034407247075, "ret_p1y": 0.5976178559913512, "ret_signed_p1y": 0.5976178559913512, "alpha_spy_p1y": 0.3314242492550148, "alpha_c_p1y": -0.6469716465474025, "bench_spy_p1y": 0.2661936067363364, "bench_c_p1y": 1.2445895025387537, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.13342164708625548, "alpha_spy_stated": 0.08820874861392913, "alpha_c_stated": -0.007269974500248466, "price_path": [-0.1806, -0.1668, -0.1573, -0.2057, -0.1905, -0.2315, -0.2187, -0.1685, -0.1696, -0.1259, -0.1412, -0.1707, -0.1557, -0.1484, -0.1544, -0.1277, -0.1329, -0.1827, -0.1994, -0.2121, -0.2214, -0.2086, -0.2067, -0.2686, -0.3224, -0.2985, -0.3081, -0.1786, -0.2272, -0.203, -0.2046, -0.1939, -0.2493, -0.2709, -0.2709, -0.3038, -0.2895, -0.2621, -0.2354, -0.2025, -0.2188, -0.2168, -0.2175, -0.1981, -0.1774, -0.1823, -0.1843, -0.159, -0.1568, -0.1619, -0.1163, -0.0665, -0.0277, -0.0313, -0.0272, -0.026, -0.0346, -0.0531, -0.0457, -0.0568, -0.0568, -0.0265, -0.0315, 0.0, -0.0292, -0.013, 0.0146, 0.0196, 0.0057, 0.0182, 0.0247, 0.0343, 0.0262, 0.0418, 0.02, 0.0396, 0.0355, 0.0453, 0.0453, 0.0336, 0.0359, 0.0627, 0.1087, 0.1138, 0.1334, 0.1351, 0.1014, 0.1298, 0.1448, 0.1448, 0.1369, 0.1496, 0.1703, 0.179, 0.1849, 0.1788, 0.2265, 0.2313, 0.243, 0.2388, 0.2314, 0.2001, 0.227, 0.2483, 0.2466, 0.2699, 0.261, 0.288, 0.278, 0.2482, 0.2933, 0.2808, 0.2891, 0.2988, 0.3127, 0.3081, 0.316, 0.3047, 0.3078, 0.2965, 0.3077, 0.262, 0.2602, 0.2572, 0.2788, 0.2919, 0.306, 0.3048, 0.2945, 0.2515, 0.2515, 0.227, 0.2259, 0.2334, 0.2, 0.2093, 0.2269, 0.2741, 0.273, 0.2777, 0.2772, 0.2566, 0.2236, 0.2663, 0.2694, 0.3193, 0.2821, 0.2716, 0.2768, 0.2804, 0.3067, 0.3406, 0.3454, 0.3572, 0.3481, 0.3332, 0.3296, 0.3588, 0.3837, 0.3161, 0.3531, 0.2936, 0.2921, 0.3064, 0.3165, 0.3123, 0.3017, 0.2954, 0.3089, 0.3383, 0.3759, 0.4445, 0.4877, 0.4578, 0.455, 0.4865, 0.4277, 0.4026, 0.3514, 0.3519, 0.4302, 0.3879, 0.3925, 0.3427, 0.3664, 0.3408, 0.3031, 0.3402, 0.298, 0.2853]}
{"unit_id": "quote:1928023758964412571", "ticker_idx": 1, "ts": "2025-05-29T09:40:59+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$PLTR $2T Market Cap Incoming ⚡️", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish on NVDA to $5T and PLTR to $2T market cap as AI revolution beneficiaries.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "$NVDA $5T Market Cap\n$PLTR $2T Market Cap\n\nIncoming ⚡️", "reply_text": null, "parent_text": null, "quoted_text": "We believe the path for Nvidia is a $4 trillion and then $5 trillion market cap. We believe the \"Al Revolution Ives 30 list\" captures the 2nd/3rd derivative Al plays in the tech world that will be the major beneficiaries of this $2 trillion of spend over the next 3 years 🔥🏆🐂", "parent_author": null, "ret_m1d": 0.01177242025015457, "ret_signed_m1d": 0.01177242025015457, "alpha_spy_m1d": 0.015704341494665708, "alpha_c_m1d": 0.015704341494665708, "bench_spy_m1d": -0.0039319212445111384, "bench_c_m1d": -0.0039319212445111384, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.07733812220466296, "ret_signed_p1d": 0.07733812220466296, "alpha_spy_p1d": 0.07845662813333176, "alpha_c_p1d": 0.07845662813333176, "bench_spy_p1d": -0.0011185059286688004, "bench_c_p1d": -0.0011185059286688004, "ret_p1w": -0.019702387497772533, "ret_signed_p1w": -0.019702387497772533, "alpha_spy_p1w": -0.024786591179349116, "alpha_c_p1w": -0.024786591179349116, "bench_spy_p1w": 0.005084203681576582, "bench_c_p1w": 0.005084203681576582, "ret_p1m": 0.0688358879933526, "ret_signed_p1m": 0.0688358879933526, "alpha_spy_p1m": 0.02362298952102626, "alpha_c_p1m": 0.02362298952102626, "bench_spy_p1m": 0.045212898472326346, "bench_c_p1m": 0.045212898472326346, "ret_p3m": 0.31515692869965295, "ret_signed_p3m": 0.31515692869965295, "alpha_spy_p3m": 0.21852579974503494, "alpha_c_p3m": 0.21852579974503494, "bench_spy_p3m": 0.096631128954618, "bench_c_p3m": 0.096631128954618, "ret_p6m": 0.2659418450772597, "ret_signed_p6m": 0.2659418450772597, "alpha_spy_p6m": 0.14262895282526555, "alpha_c_p6m": 0.14262895282526555, "bench_spy_p6m": 0.12331289225199416, "bench_c_p6m": 0.12331289225199416, "ret_p1y": 0.10480706120674288, "ret_signed_p1y": 0.10480706120674288, "alpha_spy_p1y": -0.16138654552959353, "alpha_c_p1y": -0.16138654552959353, "bench_spy_p1y": 0.2661936067363364, "bench_c_p1y": 0.2661936067363364, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.0688358879933526, "alpha_spy_stated": 0.02362298952102626, "alpha_c_stated": 0.02362298952102626, "price_path": [-0.318, -0.31, -0.2632, -0.3422, -0.3058, -0.3756, -0.3619, -0.3161, -0.3491, -0.295, -0.2859, -0.3142, -0.2961, -0.2856, -0.2564, -0.209, -0.2111, -0.2456, -0.2635, -0.2982, -0.31, -0.3077, -0.2851, -0.3165, -0.3949, -0.3636, -0.3679, -0.2478, -0.2758, -0.2761, -0.2428, -0.1956, -0.2421, -0.2333, -0.2333, -0.2577, -0.2316, -0.1758, -0.1189, -0.078, -0.0627, -0.051, -0.0317, -0.05, 0.016, 0.0119, -0.11, -0.0968, -0.0259, -0.041, -0.0316, 0.0473, 0.0643, 0.0474, 0.0589, 0.0328, 0.0267, -0.0142, -0.0002, 0.0081, 0.0081, 0.0087, 0.0118, 0.0, 0.0773, 0.0795, 0.0887, 0.0629, -0.0197, 0.0441, 0.0796, 0.0858, 0.115, 0.1052, 0.1233, 0.1561, 0.1298, 0.1442, 0.1442, 0.1225, 0.1439, 0.1709, 0.1682, 0.1793, 0.0688, 0.1145, 0.0683, 0.0801, 0.0984, 0.0984, 0.1373, 0.1422, 0.1701, 0.165, 0.1617, 0.2193, 0.2147, 0.2337, 0.2589, 0.2551, 0.2409, 0.2187, 0.2641, 0.266, 0.2982, 0.2907, 0.2773, 0.2967, 0.2946, 0.2612, 0.3134, 0.4165, 0.4678, 0.4895, 0.5285, 0.4935, 0.5285, 0.5073, 0.4799, 0.4484, 0.4227, 0.2897, 0.2754, 0.2768, 0.2977, 0.2849, 0.3152, 0.2812, 0.2927, 0.2811, 0.2811, 0.2843, 0.2664, 0.2765, 0.2517, 0.2762, 0.3273, 0.3631, 0.3437, 0.4015, 0.3997, 0.3919, 0.3761, 0.4468, 0.4911, 0.4661, 0.4924, 0.468, 0.4644, 0.4517, 0.4622, 0.4913, 0.512, 0.5292, 0.4149, 0.4677, 0.4893, 0.5007, 0.5163, 0.4343, 0.4487, 0.4694, 0.4684, 0.4562, 0.4564, 0.4845, 0.4839, 0.4347, 0.4755, 0.5094, 0.5466, 0.55, 0.6253, 0.5905, 0.6389, 0.6938, 0.5594, 0.5361, 0.4311, 0.4546, 0.5828, 0.5612, 0.5056, 0.4073, 0.4226, 0.4, 0.368, 0.3524, 0.2733, 0.2659]}
{"unit_id": "reply:1942322094907482228", "ticker_idx": 0, "ts": "2025-07-07T20:37:28+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$PLTR tends to have relative strength for a least a few days", "tweet_type": "analysis", "timeline": "days", "summary": "PLTR shows relative strength for a few days on partial tariff news; geopolitical/defense-tech tailwinds support continued upside.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "reply_other", "lang": "en", "tweet_text": "Great question. There wasn't any except...\n\nBased on my obsessively watching the price action, on full tariff negative news (liberation day a few months back), the entire market tanked but on half-arsed negative tariff news like today, $PLTR tends to have relative strength for a least a few days.\n\nThis aligns with the notion that Palantir can help Enterprises and nations during times of trouble, namely supply chain issues and also Iran-Israel conflict. \n\nPalantir stock did not move negatively during the Iran-Israel conflict in June 2025. Instead, it experienced significant upward movement. It drove investor interest in defense-tech stocks like Palantir", "reply_text": null, "parent_text": "@TradexWhisperer @peterthiel @JTLonsdale Was there any special news today about Palantir, indicating that it went up significantly against the market trend?", "quoted_text": null, "parent_author": "OriDekel55", "ret_m1d": -0.004223116228804336, "ret_signed_m1d": -0.004223116228804336, "alpha_spy_m1d": -0.004771052167651946, "alpha_c_m1d": -0.004771052167651946, "bench_spy_m1d": 0.0005479359388476102, "bench_c_m1d": 0.0005479359388476102, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.024479264222996067, "ret_signed_p1d": 0.024479264222996067, "alpha_spy_p1d": 0.018482807701235338, "alpha_c_p1d": 0.018482807701235338, "bench_spy_p1d": 0.005996456521760729, "bench_c_p1d": 0.005996456521760729, "ret_p1w": 0.06348861707059883, "ret_signed_p1w": 0.06348861707059883, "alpha_spy_p1w": 0.06058718286718001, "alpha_c_p1w": 0.06058718286718001, "bench_spy_p1w": 0.002901434203418818, "bench_c_p1w": 0.002901434203418818, "ret_p1m": 0.28509043488802743, "ret_signed_p1m": 0.28509043488802743, "alpha_spy_p1m": 0.26503705391039745, "alpha_c_p1m": 0.26503705391039745, "bench_spy_p1m": 0.020053380977629987, "bench_c_p1m": 0.020053380977629987, "ret_p3m": 0.2387803235789292, "ret_signed_p3m": 0.2387803235789292, "alpha_spy_p3m": 0.15701013634758731, "alpha_c_p3m": 0.15701013634758731, "bench_spy_p3m": 0.08177018723134188, "bench_c_p3m": 0.08177018723134188, "ret_p6m": 0.2722782296048454, "ret_signed_p6m": 0.2722782296048454, "alpha_spy_p6m": 0.16670535899949956, "alpha_c_p6m": 0.16670535899949956, "bench_spy_p6m": 0.10557287060534581, "bench_c_p6m": 0.10557287060534581, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": 0.06348861707059883, "alpha_spy_stated": 0.06058718286718001, "alpha_c_stated": 0.06058718286718001, "price_path": [-0.3659, -0.3662, -0.3371, -0.2957, -0.3364, -0.3288, -0.3288, -0.3501, -0.3272, -0.2784, -0.2285, -0.1928, -0.1794, -0.1691, -0.1522, -0.1683, -0.1104, -0.1141, -0.2208, -0.2092, -0.1472, -0.1604, -0.1521, -0.0831, -0.0682, -0.083, -0.0729, -0.0958, -0.1011, -0.1369, -0.1247, -0.1174, -0.1174, -0.1168, -0.1142, -0.1245, -0.0568, -0.0549, -0.0468, -0.0694, -0.1417, -0.0858, -0.0548, -0.0494, -0.0238, -0.0324, -0.0165, 0.0122, -0.0108, 0.0018, 0.0018, -0.0173, 0.0015, 0.0252, 0.0228, 0.0325, -0.0642, -0.0243, -0.0646, -0.0543, -0.0383, -0.0383, -0.0042, 0.0, 0.0245, 0.02, 0.0171, 0.0676, 0.0635, 0.0802, 0.1022, 0.0988, 0.0865, 0.067, 0.1068, 0.1084, 0.1366, 0.1301, 0.1183, 0.1353, 0.1334, 0.1042, 0.15, 0.2402, 0.2851, 0.3041, 0.3382, 0.3076, 0.3383, 0.3197, 0.2957, 0.2681, 0.2457, 0.1291, 0.1167, 0.1179, 0.1362, 0.125, 0.1515, 0.1218, 0.1318, 0.1217, 0.1217, 0.1244, 0.1087, 0.1176, 0.0959, 0.1173, 0.1621, 0.1935, 0.1764, 0.227, 0.2255, 0.2187, 0.2049, 0.2667, 0.3055, 0.2836, 0.3066, 0.2852, 0.2821, 0.271, 0.2802, 0.3057, 0.3238, 0.3388, 0.2388, 0.285, 0.3039, 0.3139, 0.3275, 0.2557, 0.2684, 0.2865, 0.2857, 0.2749, 0.2751, 0.2998, 0.2992, 0.2561, 0.2918, 0.3215, 0.3541, 0.3571, 0.423, 0.3925, 0.4349, 0.4829, 0.3653, 0.3449, 0.253, 0.2736, 0.3858, 0.3668, 0.3182, 0.2321, 0.2455, 0.2258, 0.1977, 0.184, 0.1148, 0.1084, 0.1613, 0.1706, 0.1865, 0.1865, 0.2057, 0.1988, 0.2217, 0.2603, 0.2735, 0.301, 0.299, 0.3016, 0.345, 0.3424, 0.3139, 0.3116, 0.3439, 0.269, 0.3291, 0.3842, 0.3884, 0.3895, 0.3898, 0.3898, 0.3507, 0.3183, 0.2944, 0.2723]}
{"unit_id": "thread:1940991461853745644", "ticker_idx": 0, "ts": "2025-07-04T04:30:01+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Reiterating 'Buy' after a 56% gain, I believe I initially underestimated Micron's upside potential and now see a path to new all-time highs... My analysis points to a $171 price target, representing more than 40% upside potential.", "tweet_type": "prediction", "timeline": "quarters", "summary": "Reiterating Buy on MU with $171 PT (40%+ upside); HBM sold out through 2026, Q3 beat, cheap at 10x FY26 earnings.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "self_thread", "lang": "en", "tweet_text": "$MU \"Micron's Recent Recovery Was Likely Just The Appetizer\" \n\n\"Reiterating \"Buy\" after a 56% gain, I believe I initially underestimated Micron's upside potential and now see a path to new all-time highs.\nMicron's massive Q3 earnings beat and sold-out HBM supply for 2025/2026 provide exceptional visibility and de-risk the near-term outlook for the company.\nDon't fear the temporary margin dip from the HBM ramp; it's a necessary investment that will fuel significant, long-term margin expansion through fiscal 2026.\nThe HBM pivot is a master stroke, creating high-value growth while also tightening supply for standard DRAM, which is lifting prices across the entire portfolio.\nTrading at just 10x FY2026 earnings, the stock remains cheap. My analysis points to a $171 price target, representing more than 40% upside potential.\"\n\n---\n\nhttps://t.co/ML2XMkIq6l", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.018804259597410278, "ret_signed_m1d": 0.018804259597410278, "alpha_spy_m1d": 0.011296338861836341, "alpha_c_m1d": 0.00500673389911932, "bench_spy_m1d": 0.007507920735573936, "bench_c_m1d": 0.013797525698290958, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.037524991430599286, "ret_signed_p1d": 0.037524991430599286, "alpha_spy_p1d": 0.03807262730007266, "alpha_c_p1d": 0.024227862942426848, "bench_spy_p1d": -0.000547635869473373, "bench_c_p1d": 0.013297128488172438, "ret_p1w": -0.01092391519032987, "ret_signed_p1w": -0.01092391519032987, "alpha_spy_p1w": -0.01757786997040156, "alpha_c_p1w": -0.030798099158798276, "bench_spy_p1w": 0.006653954780071691, "bench_c_p1w": 0.019874183968468406, "ret_p1m": -0.090560406947777, "ret_signed_p1m": -0.090560406947777, "alpha_spy_p1m": -0.10230544645849204, "alpha_c_p1m": -0.11679717481730822, "bench_spy_p1m": 0.011745039510715038, "bench_c_p1m": 0.02623676786953122, "ret_p3m": 0.5322715346809062, "ret_signed_p3m": 0.5322715346809062, "alpha_spy_p3m": 0.45107785552036006, "alpha_c_p3m": 0.32323527804158836, "bench_spy_p3m": 0.0811936791605461, "bench_c_p3m": 0.2090362566393178, "ret_p6m": 1.442724674394631, "ret_signed_p6m": 1.442724674394631, "alpha_spy_p6m": 1.3295096084029179, "alpha_c_p6m": 1.1400350257122087, "bench_spy_p6m": 0.11321506599171305, "bench_c_p6m": 0.3026896486824222, "ret_p1y": 7.783323500291168, "ret_signed_p1y": 7.783323500291168, "alpha_spy_p1y": 7.5883304312455, "alpha_c_p1y": 6.552891952834954, "bench_spy_p1y": 0.19499306904566804, "bench_c_p1y": 1.230431547456214, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": 0.5322715346809062, "alpha_spy_stated": 0.45107785552036006, "alpha_c_stated": 0.32323527804158836, "price_path": [-0.3513, -0.4164, -0.4206, -0.4083, -0.4082, -0.4224, -0.4268, -0.4268, -0.444, -0.4151, -0.3924, -0.355, -0.3353, -0.3455, -0.3595, -0.3589, -0.3521, -0.3275, -0.33, -0.3293, -0.3117, -0.2906, -0.2847, -0.2311, -0.1925, -0.2059, -0.2048, -0.1836, -0.1781, -0.1827, -0.2016, -0.21, -0.2221, -0.2221, -0.1971, -0.1987, -0.1936, -0.213, -0.1821, -0.1482, -0.1398, -0.1145, -0.0956, -0.0757, -0.0491, -0.0333, -0.0321, -0.0369, -0.0016, 0.0026, 0.0149, 0.0149, 0.0297, 0.0171, 0.0656, 0.0601, 0.0497, 0.0394, 0.0268, 0.0071, 0.0142, 0.0188, 0.0188, 0.0, 0.0375, 0.0193, 0.0266, 0.0384, -0.0109, 0.0016, -0.0291, -0.0555, -0.0461, -0.0558, -0.0892, -0.0841, -0.0683, -0.0722, -0.0723, -0.0664, -0.0432, -0.0899, -0.1254, -0.1013, -0.0906, -0.0929, -0.0671, -0.0086, 0.0317, 0.0653, 0.0363, 0.0448, 0.0079, 0.0303, 0.0178, -0.0226, -0.0344, -0.0187, -0.0292, -0.0285, -0.0181, 0.0173, -0.0076, -0.0076, -0.012, -0.01, 0.0358, 0.0955, 0.0962, 0.1278, 0.1674, 0.2556, 0.3111, 0.3156, 0.3244, 0.3341, 0.4084, 0.357, 0.3727, 0.3877, 0.3485, 0.3078, 0.3115, 0.3667, 0.3953, 0.5189, 0.5323, 0.5673, 0.5934, 0.5494, 0.64, 0.6048, 0.5153, 0.6085, 0.5609, 0.6016, 0.6899, 0.6887, 0.7253, 0.6879, 0.6561, 0.7248, 0.8275, 0.8365, 0.8516, 0.891, 0.8692, 0.8672, 0.9584, 0.8193, 0.9817, 0.9887, 0.9852, 1.1136, 1.0118, 1.0435, 0.9771, 1.0596, 1.0189, 0.9066, 0.8851, 0.6803, 0.7303, 0.8685, 0.8735, 0.9213, 0.9213, 0.9732, 1.0064, 0.9983, 0.9539, 0.8912, 0.9794, 1.0603, 1.1062, 1.2004, 1.1566, 1.0121, 0.9817, 0.9401, 0.8818, 1.0739, 1.2189, 1.3079, 1.3052, 1.3921, 1.3921, 1.3763, 1.4572, 1.4427]}
{"unit_id": "quote:1961743838978113970", "ticker_idx": 0, "ts": "2025-08-30T10:52:33+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The inevitable Rule of 40, Score of 100 💯 incoming.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish PLTR on inevitability of achieving Rule of 40 score of 100.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "Good morning $PLTR investors\n\nThe inevitable Rule of 40, Score of 100 💯 incoming. https://t.co/EE1brMrT2o", "reply_text": null, "parent_text": null, "quoted_text": "$PLTR valuation makes ZERO sense \n\nBut then why do institutions keep buying it?\nWhat do they know that you don't?\n\nI work in BIG DATA analytics and let me share the secrets of Palantir in the most basic way\n\nPalantir has monopoly on Automated Governance, serving as the ultimate https://t.co/XGLRmO7rq8", "parent_author": null, "ret_m1d": -0.002418929485529464, "ret_signed_m1d": -0.002418929485529464, "alpha_spy_m1d": -0.00988450396041074, "alpha_c_m1d": -0.00988450396041074, "bench_spy_m1d": 0.007465574474881276, "bench_c_m1d": 0.007465574474881276, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.013941068766057496, "ret_signed_p1d": -0.013941068766057496, "alpha_spy_p1d": -0.019360614929065267, "alpha_c_p1d": -0.019360614929065267, "bench_spy_p1d": 0.005419546163007771, "bench_c_p1d": 0.005419546163007771, "ret_p1w": 0.03354767582478968, "ret_signed_p1w": 0.03354767582478968, "alpha_spy_p1w": 0.01783553161352791, "alpha_c_p1w": 0.01783553161352791, "bench_spy_p1w": 0.01571214421126177, "bench_c_p1w": 0.01571214421126177, "ret_p1m": 0.17735057139110544, "ret_signed_p1m": 0.17735057139110544, "alpha_spy_p1m": 0.13044343503365075, "alpha_c_p1m": 0.13044343503365075, "bench_spy_p1m": 0.04690713635745469, "bench_c_p1m": 0.04690713635745469, "ret_p3m": 0.07231523887693592, "ret_signed_p3m": 0.07231523887693592, "alpha_spy_p3m": 0.0020094729189414906, "alpha_c_p3m": 0.0020094729189414906, "bench_spy_p3m": 0.07030576595799443, "bench_c_p3m": 0.07030576595799443, "ret_p6m": -0.1457762711205871, "ret_signed_p6m": -0.1457762711205871, "alpha_spy_p6m": -0.23457571186513781, "alpha_c_p6m": -0.23457571186513781, "bench_spy_p6m": 0.0887994407445507, "bench_c_p6m": 0.0887994407445507, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.17735057139110544, "alpha_spy_stated": 0.13044343503365075, "alpha_c_stated": 0.13044343503365075, "price_path": [-0.2367, -0.187, -0.1593, -0.1546, -0.1318, -0.1394, -0.1253, -0.0998, -0.1202, -0.109, -0.109, -0.126, -0.1093, -0.0882, -0.0903, -0.0817, -0.1677, -0.1322, -0.1681, -0.159, -0.1447, -0.1447, -0.1144, -0.1106, -0.0889, -0.0929, -0.0954, -0.0505, -0.0542, -0.0393, -0.0197, -0.0227, -0.0337, -0.0511, -0.0157, -0.0142, 0.0109, 0.005, -0.0054, 0.0097, 0.008, -0.018, 0.0227, 0.103, 0.1429, 0.1598, 0.1901, 0.1629, 0.1902, 0.1737, 0.1523, 0.1278, 0.1078, 0.0042, -0.0069, -0.0058, 0.0105, 0.0005, 0.0241, -0.0024, 0.0066, -0.0024, -0.0024, 0.0, -0.0139, -0.006, -0.0253, -0.0063, 0.0335, 0.0614, 0.0463, 0.0913, 0.0899, 0.0838, 0.0716, 0.1266, 0.1611, 0.1416, 0.1621, 0.143, 0.1402, 0.1304, 0.1386, 0.1612, 0.1774, 0.1907, 0.1017, 0.1428, 0.1597, 0.1685, 0.1807, 0.1168, 0.1281, 0.1442, 0.1434, 0.1339, 0.1341, 0.156, 0.1555, 0.1171, 0.1489, 0.1753, 0.2043, 0.207, 0.2656, 0.2385, 0.2761, 0.3189, 0.2142, 0.1961, 0.1143, 0.1327, 0.2325, 0.2156, 0.1724, 0.0958, 0.1077, 0.0901, 0.0652, 0.053, -0.0086, -0.0143, 0.0328, 0.0411, 0.0553, 0.0553, 0.0723, 0.0662, 0.0866, 0.1209, 0.1326, 0.157, 0.1553, 0.1576, 0.1962, 0.1938, 0.1686, 0.1665, 0.1952, 0.1286, 0.1821, 0.231, 0.2348, 0.2358, 0.236, 0.236, 0.2013, 0.1724, 0.1512, 0.1315, 0.1315, 0.0686, 0.1079, 0.144, 0.1565, 0.1259, 0.1299, 0.1421, 0.1392, 0.1357, 0.1272, 0.0883, 0.0883, 0.0728, 0.0525, 0.0561, 0.0796, 0.0661, 0.0548, 0.0017, -0.0333, -0.0668, -0.0594, 0.005, -0.1117, -0.1724, -0.1349, -0.0903, -0.1119, -0.1363, -0.178, -0.1635, -0.1635, -0.1532, -0.1382, -0.1413, -0.1391, -0.1686, -0.1798, -0.1458]}
{"unit_id": "orig:1955321751132602432", "ticker_idx": 0, "ts": "2025-08-12T17:33:28+00:00", "symbol": "RDDT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "data licensing adds meaningful value beyond its revenue share, enhancing Reddit's valuation (currently trading at ~26x projected 2025 revenue) and positioning it as a key player in the AI ecosystem", "tweet_type": "analysis", "timeline": "years", "summary": "Bullish RDDT on high-margin AI data licensing deals with Google/OpenAI, strong pipeline, and potential to triple licensing revenue by 2030.", "resolved_tickers": ["RDDT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "original", "lang": "en", "tweet_text": "$RDDT's  \"Secret\" High Margin Deals with Essential Human Knowledge for AI training.\n\nReddit's Data Licensing Revenue is expected to accelerate as AI adoption intensifies. AI companies are scrambling for high-quality training data amid a \"data economy\" valued at ~$1 trillion, where platforms like Reddit profit from user content that fuels LLMs.\n  \nIt primarily stems from deals allowing AI companies to access its vast corpus of user-generated content for training large language models (LLMs) and other AI applications.\n\nThe main partners are Google (paying approximately $60 million annually) and OpenAI (estimated at $70 million annually), totaling around $130 million per year as of early 2025.\n\nIn Reddit's Q2 2025 earnings (reported July 31, 2025), \"other revenue\" which includes data licensing, totaled $35 million for the quarter, up 24% year-over-year from $28.1 million. This represents about 7% of Reddit's total Q2 revenue of $500 million (a 78% YoY increase overall), with advertising comprising the remaining 93%. \n\nAnnualizing the Q2 figure gives roughly $140 million in data-related revenue for 2025, consistent with the combined Google and OpenAI deals.\n\nWhile this segment is small compared to ads, it's highly valuable due to its economics:\n\nHigh margins: Licensing carries gross margins near 91%, making it nearly pure profit since Reddit incurs minimal additional costs to produce or maintain the data (it's user-generated).\n\nStrategic importance: Reddit's content is increasingly cited as the top source in AI responses across tools like ChatGPT, Perplexity, Gemini, and Google's AI Overviews (appearing in 5.5% of replies), underscoring its role as \"essential human knowledge\" for AI training. This gives Reddit pricing power and leverage in negotiations.\n\nContribution to profitability: In Q2 2025, Reddit reported $89 million in net profit, a swing from prior losses, partly buoyed by this high-margin stream.\n\nOverall, data licensing adds meaningful value beyond its revenue share, enhancing Reddit's valuation (currently trading at ~26x projected 2025 revenue) and positioning it as a key player in the AI ecosystem.\n\nFuture Growth Potential\n\nData licensing is poised for significant growth, driven by surging AI demand for authentic, real-time human conversations—something Reddit provides uniquely at scale. Here's why it could expand substantially:\n\nIndustry trends: AI companies are scrambling for high-quality training data amid a \"data economy\" valued at ~$1 trillion, where platforms like Reddit profit from user content that fuels LLMs. Reddit's CEO noted in the Q2 earnings call that its corpus is \"growing in importance\" to major players, with dependencies becoming clearer over time.\n\nPipeline and new deals: Reddit is actively seeking additional partnerships, with a \"big pipeline still under negotiation.\" While no new major deals were announced in Q2, the company confirmed it's exploring more, potentially including exclusivity options. Analysts highlight Reddit's ability to resell the same data archive repeatedly as new AI models emerge or require updates, without proportional cost increases.\n\nGrowth rates and projections: The 24% YoY increase in Q2 lags overall revenue growth (78%) but outpaces many segments; it's expected to accelerate as AI adoption intensifies. Broader forecasts for Reddit's total revenue (e.g., Q3 guidance of $535–545 million) imply continued expansion, with data licensing potentially scaling to 10%+ of revenue if new contracts materialize. Long-term, bullish views see this as a \"secret revenue stream\" that could triple or more by 2030, fueled by Reddit's user base growth (DAUs up 21% YoY to 110 million) and AI's insatiable data needs.\n\nBalanced outlook: Reddit prioritizes internal AI use (e.g., for ad targeting and search tools) over aggressive licensing, viewing its data as more valuable in-house. However, the earnings call emphasized \"a lot of opportunities will be created\" if trends continue, suggesting moderate-to-high growth (e.g., 30–50%+ annually) rather than explosive, given the focus on ads (projected at $1.8 billion in 2025, +50% YoY).", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.014596929783484147, "ret_signed_m1d": -0.014596929783484147, "alpha_spy_m1d": -0.004062996027289101, "alpha_c_m1d": 0.004178562974312849, "bench_spy_m1d": -0.010533933756195046, "bench_c_m1d": -0.018775492757796997, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.04798678597883366, "ret_signed_p1d": 0.04798678597883366, "alpha_spy_p1d": 0.044563653592813335, "alpha_c_p1d": 0.040186396243135025, "bench_spy_p1d": 0.003423132386020322, "bench_c_p1d": 0.007800389735698632, "ret_p1w": 0.018569718435773153, "ret_signed_p1w": 0.018569718435773153, "alpha_spy_p1w": 0.02305090119378661, "alpha_c_p1w": 0.019204633064595744, "bench_spy_p1w": -0.004481182758013458, "bench_c_p1w": -0.0006349146288225915, "ret_p1m": 0.156280661722761, "ret_signed_p1m": 0.156280661722761, "alpha_spy_p1m": 0.14146805253540018, "alpha_c_p1m": 0.11664351813087226, "bench_spy_p1m": 0.014812609187360826, "bench_c_p1m": 0.039637143591888746, "ret_p3m": -0.13141684617414917, "ret_signed_p3m": -0.13141684617414917, "alpha_spy_p3m": -0.17831375986262654, "alpha_c_p3m": -0.15183396567557894, "bench_spy_p3m": 0.04689691368847737, "bench_c_p3m": 0.02041711950142977, "ret_p6m": -0.3184090727196873, "ret_signed_p6m": -0.3184090727196873, "alpha_spy_p6m": -0.39221708809219225, "alpha_c_p6m": -0.3849559177314277, "bench_spy_p6m": 0.07380801537250492, "bench_c_p6m": 0.06654684501174035, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.4929, -0.4946, -0.5179, -0.5284, -0.5721, -0.5611, -0.5502, -0.5502, -0.533, -0.5294, -0.5133, -0.4985, -0.4996, -0.5051, -0.4723, -0.499, -0.4586, -0.4754, -0.4773, -0.4865, -0.4813, -0.4725, -0.4367, -0.4026, -0.3699, -0.3699, -0.3789, -0.4012, -0.3715, -0.3676, -0.3574, -0.3616, -0.3279, -0.3205, -0.2887, -0.299, -0.299, -0.3154, -0.3485, -0.3498, -0.3617, -0.3501, -0.3466, -0.3536, -0.3558, -0.3638, -0.3383, -0.347, -0.3492, -0.3478, -0.3388, -0.3319, -0.3233, -0.3534, -0.3334, -0.2831, -0.1579, -0.0994, -0.1113, -0.05, -0.0545, -0.0383, -0.0146, 0.0, 0.048, 0.0868, 0.1003, 0.0792, 0.0186, -0.0252, -0.024, -0.03, -0.0192, -0.0205, -0.0577, 0.0068, 0.0047, 0.0047, -0.0177, -0.0039, 0.0361, 0.0713, 0.0266, 0.0722, 0.1563, 0.163, 0.1351, 0.1769, 0.1903, 0.1895, 0.2084, 0.1806, 0.1497, 0.0599, 0.0521, 0.039, 0.0718, 0.0802, 0.0266, -0.0956, -0.1031, -0.0751, -0.091, -0.0808, -0.097, -0.055, -0.1137, -0.0908, -0.1235, -0.1038, -0.1118, -0.1298, -0.0962, -0.0817, -0.1204, -0.1036, -0.0438, -0.0213, -0.0493, -0.0591, -0.1321, -0.0673, -0.085, -0.1618, -0.1239, -0.1803, -0.1314, -0.0885, -0.0706, -0.0946, -0.1545, -0.1371, -0.1628, -0.1711, -0.1618, -0.1881, -0.181, -0.1295, -0.0247, -0.0735, -0.0735, -0.0337, -0.0028, -0.0056, -0.0142, -0.0057, 0.045, 0.0577, 0.054, 0.0629, 0.0425, 0.0034, -0.0246, -0.0001, 0.0148, 0.0327, 0.0409, 0.0408, 0.008, 0.0082, 0.0082, 0.0078, 0.0475, 0.0417, 0.0261, 0.0261, 0.0798, 0.0894, 0.133, 0.1405, 0.1336, 0.0917, 0.0893, 0.1558, 0.1266, 0.0211, 0.0312, 0.0312, 0.006, -0.062, -0.0423, -0.0229, -0.0464, -0.1237, -0.1378, -0.1516, -0.1953, -0.2092, -0.2616, -0.3184]}
{"unit_id": "quote:1944963195128475789", "ticker_idx": 0, "ts": "2025-07-15T03:32:16+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$PLTR Unstoppable", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish PLTR; endorses thesis that institutional buying and monopoly on Automated Governance make it unstoppable.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "$PLTR Unstoppable https://t.co/7ZTWZhaW9c", "reply_text": null, "parent_text": null, "quoted_text": "$PLTR valuation makes ZERO sense \n\nBut then why do institutions keep buying it?\nWhat do they know that you don't?\n\nI work in BIG DATA analytics and let me share the secrets of Palantir in the most basic way\n\nPalantir has monopoly on Automated Governance, serving as the ultimate https://t.co/XGLRmO7rq8", "parent_author": null, "ret_m1d": 0.0038362636855922005, "ret_signed_m1d": 0.0038362636855922005, "alpha_spy_m1d": -0.00045538682927492857, "alpha_c_m1d": -0.00045538682927492857, "bench_spy_m1d": 0.004291650514867129, "bench_c_m1d": 0.004291650514867129, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.015681799719615475, "ret_signed_p1d": 0.015681799719615475, "alpha_spy_p1d": 0.012338426811232095, "alpha_c_p1d": 0.012338426811232095, "bench_spy_p1d": 0.0033433729083833796, "bench_c_p1d": 0.0033433729083833796, "ret_p1w": 0.0032979235908290327, "ret_signed_p1w": 0.0032979235908290327, "alpha_spy_p1w": -0.007503613015662269, "alpha_c_p1w": -0.007503613015662269, "bench_spy_p1w": 0.010801536606491302, "bench_c_p1w": 0.010801536606491302, "ret_p1m": 0.24088028567147557, "ret_signed_p1m": 0.24088028567147557, "alpha_spy_p1m": 0.204312876028643, "alpha_c_p1m": 0.204312876028643, "bench_spy_p1m": 0.03656740964283256, "bench_c_p1m": 0.03656740964283256, "ret_p3m": 0.18077803391665825, "ret_signed_p3m": 0.18077803391665825, "alpha_spy_p3m": 0.1282328409501008, "alpha_c_p3m": 0.1282328409501008, "bench_spy_p3m": 0.052545192966557464, "bench_c_p3m": 0.052545192966557464, "ret_p6m": 0.22277554473557926, "ret_signed_p6m": 0.22277554473557926, "alpha_spy_p6m": 0.10801818278833286, "alpha_c_p6m": 0.10801818278833286, "bench_spy_p6m": 0.1147573619472464, "bench_c_p6m": 0.1147573619472464, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.24088028567147557, "alpha_spy_stated": 0.204312876028643, "alpha_c_stated": 0.204312876028643, "price_path": [-0.3688, -0.3688, -0.3889, -0.3674, -0.3214, -0.2746, -0.2409, -0.2284, -0.2187, -0.2029, -0.2179, -0.1635, -0.167, -0.2673, -0.2564, -0.1981, -0.2105, -0.2027, -0.1378, -0.1238, -0.1377, -0.1283, -0.1498, -0.1547, -0.1885, -0.1769, -0.1701, -0.1701, -0.1695, -0.167, -0.1767, -0.1131, -0.1113, -0.1037, -0.125, -0.193, -0.1404, -0.1112, -0.1061, -0.082, -0.0901, -0.0752, -0.0483, -0.0699, -0.058, -0.058, -0.0759, -0.0583, -0.036, -0.0382, -0.0291, -0.1201, -0.0825, -0.1205, -0.1108, -0.0957, -0.0957, -0.0637, -0.0597, -0.0367, -0.0409, -0.0436, 0.0038, 0.0, 0.0157, 0.0364, 0.0332, 0.0216, 0.0033, 0.0407, 0.0423, 0.0688, 0.0626, 0.0516, 0.0675, 0.0658, 0.0383, 0.0813, 0.1662, 0.2084, 0.2263, 0.2583, 0.2295, 0.2584, 0.2409, 0.2183, 0.1924, 0.1713, 0.0617, 0.05, 0.0512, 0.0684, 0.0578, 0.0827, 0.0548, 0.0642, 0.0547, 0.0547, 0.0573, 0.0425, 0.0509, 0.0305, 0.0506, 0.0927, 0.1222, 0.1062, 0.1538, 0.1523, 0.1459, 0.1329, 0.1911, 0.2276, 0.207, 0.2286, 0.2085, 0.2055, 0.1951, 0.2038, 0.2278, 0.2448, 0.2589, 0.1648, 0.2083, 0.2261, 0.2354, 0.2483, 0.1808, 0.1927, 0.2097, 0.2089, 0.1988, 0.199, 0.2222, 0.2216, 0.1811, 0.2147, 0.2426, 0.2733, 0.2761, 0.3381, 0.3094, 0.3492, 0.3944, 0.2838, 0.2646, 0.1782, 0.1975, 0.3031, 0.2852, 0.2395, 0.1586, 0.1712, 0.1526, 0.1262, 0.1133, 0.0482, 0.0422, 0.092, 0.1008, 0.1157, 0.1157, 0.1337, 0.1273, 0.1488, 0.1851, 0.1975, 0.2233, 0.2215, 0.2239, 0.2647, 0.2622, 0.2355, 0.2333, 0.2636, 0.1932, 0.2498, 0.3015, 0.3056, 0.3066, 0.3068, 0.3068, 0.2701, 0.2396, 0.2171, 0.1963, 0.1963, 0.1298, 0.1714, 0.2095, 0.2228]}
{"unit_id": "quote:1936975163683377365", "ticker_idx": 0, "ts": "2025-06-23T02:30:40+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "BECAUSE THEY'RE SO DAMN GOOD. Nothing else on Earth matches what you do! GOAT 🐐", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Decisive bullish quality verdict on PLTR — unmatched product, customers organically promoting it.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "$PLTR: Dear customers, why are you promoting and selling our products on our behalf?\n\nCustomers: BECAUSE THEY'RE SO DAMN GOOD. Nothing else on Earth matches what you do!\n\nGOAT 🐐", "reply_text": null, "parent_text": null, "quoted_text": "🐐 $PLTR UNREAL Citi Bank Testimonial\n\n\"This process would take like nine days. Now, it takes like seconds, so it's pretty instantaneous and that's just one example\"\n\n\"We went from 100 fragmented systems to 1 Palantir Ontology\"\n\n\"I came here to revolutionize and disrupt wealth https://t.co/NaaOrrBbnh", "parent_author": null, "ret_m1d": -0.018724951053987304, "ret_signed_m1d": -0.018724951053987304, "alpha_spy_m1d": -0.008944177591503677, "alpha_c_m1d": -0.008944177591503677, "bench_spy_m1d": -0.009780773462483627, "bench_c_m1d": -0.009780773462483627, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.023656357932460237, "ret_signed_p1d": 0.023656357932460237, "alpha_spy_p1d": 0.012608965103594771, "alpha_c_p1d": 0.012608965103594771, "bench_spy_p1d": 0.011047392828865465, "bench_c_p1d": 0.011047392828865465, "ret_p1w": -0.02572892289763884, "ret_signed_p1w": -0.02572892289763884, "alpha_spy_p1w": -0.05522167875619044, "alpha_c_p1w": -0.05522167875619044, "bench_spy_p1w": 0.0294927558585516, "bench_c_p1w": 0.0294927558585516, "ret_p1m": 0.06539457743721044, "ret_signed_p1m": 0.06539457743721044, "alpha_spy_p1m": 0.017556406107352762, "alpha_c_p1m": 0.017556406107352762, "bench_spy_p1m": 0.04783817132985768, "bench_c_p1m": 0.04783817132985768, "ret_p3m": 0.2647941933720015, "ret_signed_p3m": 0.2647941933720015, "alpha_spy_p3m": 0.16130332952484316, "alpha_c_p3m": 0.16130332952484316, "bench_spy_p3m": 0.10349086384715833, "bench_c_p3m": 0.10349086384715833, "ret_p6m": 0.3418382108131728, "ret_signed_p6m": 0.3418382108131728, "alpha_spy_p6m": 0.20753481033400023, "alpha_c_p6m": 0.20753481033400023, "bench_spy_p6m": 0.13430340047917255, "bench_c_p6m": 0.13430340047917255, "ret_p1y": -0.06939673800848589, "ret_signed_p1y": -0.06939673800848589, "alpha_spy_p1y": -0.28839746807809963, "alpha_c_p1y": -0.28839746807809963, "bench_spy_p1y": 0.21900073006961374, "bench_c_p1y": 0.21900073006961374, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.06539457743721044, "alpha_spy_stated": 0.017556406107352762, "alpha_c_stated": 0.017556406107352762, "price_path": [-0.3405, -0.3561, -0.3864, -0.3968, -0.3948, -0.375, -0.4025, -0.4711, -0.4437, -0.4474, -0.3424, -0.3669, -0.3671, -0.3381, -0.2967, -0.3374, -0.3298, -0.3298, -0.3511, -0.3283, -0.2794, -0.2297, -0.194, -0.1806, -0.1704, -0.1535, -0.1695, -0.1118, -0.1154, -0.222, -0.2104, -0.1484, -0.1617, -0.1534, -0.0845, -0.0696, -0.0843, -0.0743, -0.0971, -0.1024, -0.1382, -0.126, -0.1187, -0.1187, -0.1181, -0.1155, -0.1258, -0.0582, -0.0563, -0.0482, -0.0708, -0.143, -0.0872, -0.0562, -0.0508, -0.0252, -0.0338, -0.018, 0.0106, -0.0123, 0.0003, 0.0003, -0.0187, 0.0, 0.0237, 0.0213, 0.0309, -0.0656, -0.0257, -0.066, -0.0557, -0.0397, -0.0397, -0.0057, -0.0015, 0.0229, 0.0184, 0.0156, 0.066, 0.0619, 0.0785, 0.1006, 0.0972, 0.0848, 0.0654, 0.1051, 0.1068, 0.1349, 0.1284, 0.1166, 0.1336, 0.1317, 0.1026, 0.1482, 0.2384, 0.2832, 0.3022, 0.3362, 0.3056, 0.3363, 0.3177, 0.2937, 0.2662, 0.2438, 0.1274, 0.115, 0.1162, 0.1345, 0.1233, 0.1497, 0.1201, 0.1301, 0.12, 0.12, 0.1227, 0.1071, 0.1159, 0.0943, 0.1156, 0.1604, 0.1917, 0.1747, 0.2252, 0.2236, 0.2168, 0.203, 0.2648, 0.3035, 0.2817, 0.3047, 0.2833, 0.2802, 0.2691, 0.2783, 0.3037, 0.3218, 0.3368, 0.2369, 0.2831, 0.302, 0.3119, 0.3255, 0.2539, 0.2665, 0.2846, 0.2837, 0.273, 0.2732, 0.2978, 0.2972, 0.2542, 0.2899, 0.3195, 0.3521, 0.3551, 0.4209, 0.3904, 0.4327, 0.4807, 0.3632, 0.3429, 0.2511, 0.2717, 0.3837, 0.3648, 0.3163, 0.2303, 0.2436, 0.2239, 0.1959, 0.1822, 0.1131, 0.1067, 0.1596, 0.1689, 0.1847, 0.1847, 0.2039, 0.197, 0.2199, 0.2584, 0.2716, 0.299, 0.2971, 0.2996, 0.343, 0.3403, 0.312, 0.3097, 0.3418]}
{"unit_id": "quote:1944911456581087276", "ticker_idx": 0, "ts": "2025-07-15T00:06:40+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Micron HBM is gaining market share from SK Hynix and Samsung... NVDIA GPUs cannot be built without HBM", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Strongly bullish MU: HBM market share gains, DDR4 pricing surge, 3 new fabs, and indispensable GPU supply chain.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU \"Research\" Firm Edgewater for some WEIRD reason decided to go against the following FACTS:\n\nJPMorgan stated, \"HBM Market - Robust Supply and Demand until 2027, Bit Demand Expected to Accelerate. The overall HBM market will record over 70% YoY growth in 2026 as well: Of this, HBM is expected to account for 45% of the total DRAM market. HBM will also contribute 10% of the total DRAM bit demand.\"\n\nWhat else do we know:\n-Micron HBM is gaining market share from SK Hynix and Samsung\n-Micron DDR4 pricing is through the roofs\n-Micron is Building 3 new fabs (2 in Idaho and 1 in NY)\n$MSFT, $META, $AMZN, $TSLA keep investing insane amounts of money\n-NVDIA GPUs cannot be built without HBM\n\n\"Retard\" Firm Edgewater", "reply_text": null, "parent_text": null, "quoted_text": "$MU PT Upgrades Post-Q3 2025 Earnings:\n\nCiti: $130 → $150\nUBS: $120 → $155\nSusquehanna: $150 → $160\nRosenblatt: $172 → $200\nDeutsche Bank: Initiated at $150", "parent_author": null, "ret_m1d": -0.012488480619929243, "ret_signed_m1d": -0.012488480619929243, "alpha_spy_m1d": -0.016780131134796372, "alpha_c_m1d": 0.006356020324132738, "bench_spy_m1d": 0.004291650514867129, "bench_c_m1d": -0.01884450094406198, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.030638513504272602, "ret_signed_p1d": -0.030638513504272602, "alpha_spy_p1d": -0.03398188641265598, "alpha_c_p1d": -0.025411538595604966, "bench_spy_p1d": 0.0033433729083833796, "bench_c_p1d": -0.0052269749086676365, "ret_p1w": -0.09066683239773521, "ret_signed_p1w": -0.09066683239773521, "alpha_spy_p1w": -0.10146836900422651, "alpha_c_p1w": -0.07199423748202705, "bench_spy_p1w": 0.010801536606491302, "bench_c_p1w": -0.018672594915708163, "ret_p1m": 0.034634888370392636, "ret_signed_p1m": 0.034634888370392636, "alpha_spy_p1m": -0.0019325212724399243, "alpha_c_p1m": -0.001403689321447299, "bench_spy_p1m": 0.03656740964283256, "bench_c_p1m": 0.036038577691839935, "ret_p3m": 0.512894294854273, "ret_signed_p3m": 0.512894294854273, "alpha_spy_p3m": 0.4603491018877155, "alpha_c_p3m": 0.394118493159509, "bench_spy_p3m": 0.052545192966557464, "bench_c_p3m": 0.11877580169476398, "ret_p6m": 1.8299051535258957, "ret_signed_p6m": 1.8299051535258957, "alpha_spy_p6m": 1.7151477915786493, "alpha_c_p6m": 1.5017826536901169, "bench_spy_p6m": 0.1147573619472464, "bench_c_p6m": 0.3281224998357788, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.034634888370392636, "alpha_spy_stated": -0.0019325212724399243, "alpha_c_stated": -0.001403689321447299, "price_path": [-0.4277, -0.4277, -0.4449, -0.416, -0.3934, -0.356, -0.3364, -0.3465, -0.3605, -0.3599, -0.3531, -0.3286, -0.3311, -0.3303, -0.3128, -0.2917, -0.2858, -0.2323, -0.1937, -0.2071, -0.2061, -0.1848, -0.1794, -0.184, -0.2028, -0.2112, -0.2234, -0.2234, -0.1983, -0.2, -0.1948, -0.2143, -0.1834, -0.1495, -0.1412, -0.1159, -0.097, -0.0771, -0.0506, -0.0349, -0.0336, -0.0385, -0.0032, 0.001, 0.0133, 0.0133, 0.0281, 0.0154, 0.0639, 0.0584, 0.0481, 0.0377, 0.0252, 0.0055, 0.0126, 0.0172, 0.0172, -0.0016, 0.0359, 0.0177, 0.025, 0.0368, -0.0125, 0.0, -0.0306, -0.057, -0.0476, -0.0573, -0.0907, -0.0856, -0.0698, -0.0737, -0.0738, -0.0679, -0.0447, -0.0913, -0.1268, -0.1027, -0.092, -0.0943, -0.0686, -0.0102, 0.0301, 0.0636, 0.0346, 0.0431, 0.0063, 0.0286, 0.0162, -0.0241, -0.036, -0.0202, -0.0307, -0.0301, -0.0196, 0.0157, -0.0092, -0.0092, -0.0136, -0.0116, 0.0341, 0.0937, 0.0945, 0.126, 0.1656, 0.2536, 0.3091, 0.3135, 0.3223, 0.332, 0.4061, 0.3548, 0.3706, 0.3855, 0.3463, 0.3057, 0.3094, 0.3646, 0.3931, 0.5165, 0.5298, 0.5648, 0.5909, 0.547, 0.6374, 0.6023, 0.5129, 0.606, 0.5584, 0.599, 0.6873, 0.686, 0.7226, 0.6853, 0.6534, 0.7221, 0.8246, 0.8336, 0.8487, 0.888, 0.8662, 0.8642, 0.9553, 0.8164, 0.9786, 0.9855, 0.9821, 1.1102, 1.0087, 1.0402, 0.974, 1.0563, 1.0157, 0.9036, 0.8821, 0.6776, 0.7276, 0.8655, 0.8705, 0.9183, 0.9183, 0.9701, 1.0033, 0.9952, 0.9508, 0.8882, 0.9763, 1.0571, 1.1029, 1.1969, 1.1532, 1.0089, 0.9786, 0.937, 0.8788, 1.0706, 1.2154, 1.3042, 1.3016, 1.3883, 1.3883, 1.3726, 1.4534, 1.4389, 1.3787, 1.3787, 1.6288, 1.6015, 1.8622, 1.8299]}
{"unit_id": "quote:1946333708753183183", "ticker_idx": 0, "ts": "2025-07-18T22:18:11+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$PLTR Ontology is far more valuable than Bitcoin's Blockchain", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish PLTR: Ontology platform more valuable than Bitcoin's blockchain, justifying premium valuation.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "$PLTR Ontology is far more valuable than Bitcoin's Blockchain", "reply_text": null, "parent_text": null, "quoted_text": "🔮 $PLTR Market is treating Palantir like Bitcoin $BTC\n\nBy now it should be clear that standard valuation models don't work for Palantir but I've solved the valuation dilemma for all of you. Let me explain.\n\nOntology serves as a \"blockchain\" for enterprises and governments. Just https://t.co/AZAHAo6zrT", "parent_author": null, "ret_m1d": 0.011397398134585623, "ret_signed_m1d": 0.011397398134585623, "alpha_spy_m1d": 0.013289952885243483, "alpha_c_m1d": 0.013289952885243483, "bench_spy_m1d": -0.00189255475065786, "bench_c_m1d": -0.00189255475065786, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.017919402346811664, "ret_signed_p1d": -0.017919402346811664, "alpha_spy_p1d": -0.018062499625578488, "alpha_c_p1d": -0.018062499625578488, "bench_spy_p1d": 0.00014309727876682388, "bench_c_p1d": 0.00014309727876682388, "ret_p1w": 0.04012129828084032, "ret_signed_p1w": 0.04012129828084032, "alpha_spy_p1w": 0.02712771204220532, "alpha_c_p1w": 0.02712771204220532, "bench_spy_p1w": 0.012993586238635002, "bench_c_p1w": 0.012993586238635002, "ret_p1m": 0.039264819668528794, "ret_signed_p1m": 0.039264819668528794, "alpha_spy_p1m": 0.021706842451617803, "alpha_c_p1m": 0.021706842451617803, "bench_spy_p1m": 0.01755797721691099, "bench_c_p1m": 0.01755797721691099, "ret_p3m": 0.17346335724135065, "ret_signed_p3m": 0.17346335724135065, "alpha_spy_p3m": 0.1198642005927204, "alpha_c_p3m": 0.1198642005927204, "bench_spy_p3m": 0.05359915664863024, "bench_c_p3m": 0.05359915664863024, "ret_p6m": 0.17899739527965686, "ret_signed_p6m": 0.17899739527965686, "alpha_spy_p6m": 0.06929262223949828, "alpha_c_p6m": 0.06929262223949828, "bench_spy_p6m": 0.10970477304015858, "bench_c_p6m": 0.10970477304015858, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.039264819668528794, "alpha_spy_stated": 0.021706842451617803, "alpha_c_stated": 0.021706842451617803, "price_path": [-0.3358, -0.2899, -0.257, -0.2447, -0.2353, -0.2197, -0.2345, -0.1812, -0.1846, -0.2828, -0.2722, -0.215, -0.2272, -0.2196, -0.1561, -0.1424, -0.1559, -0.1467, -0.1677, -0.1726, -0.2056, -0.1943, -0.1876, -0.1876, -0.1871, -0.1847, -0.1941, -0.1318, -0.1301, -0.1227, -0.1435, -0.21, -0.1586, -0.13, -0.125, -0.1015, -0.1094, -0.0948, -0.0684, -0.0895, -0.0779, -0.0779, -0.0955, -0.0782, -0.0564, -0.0586, -0.0497, -0.1387, -0.1019, -0.1391, -0.1296, -0.1148, -0.1148, -0.0835, -0.0796, -0.0571, -0.0612, -0.0638, -0.0174, -0.0211, -0.0058, 0.0145, 0.0114, 0.0, -0.0179, 0.0187, 0.0202, 0.0462, 0.0401, 0.0293, 0.0449, 0.0432, 0.0163, 0.0584, 0.1415, 0.1828, 0.2003, 0.2317, 0.2035, 0.2318, 0.2146, 0.1926, 0.1672, 0.1465, 0.0393, 0.0278, 0.0289, 0.0458, 0.0354, 0.0598, 0.0325, 0.0417, 0.0324, 0.0324, 0.0349, 0.0205, 0.0287, 0.0087, 0.0284, 0.0696, 0.0985, 0.0828, 0.1294, 0.1279, 0.1217, 0.109, 0.1659, 0.2016, 0.1814, 0.2026, 0.183, 0.1801, 0.1698, 0.1783, 0.2018, 0.2185, 0.2323, 0.1402, 0.1828, 0.2001, 0.2093, 0.2219, 0.1558, 0.1675, 0.1841, 0.1833, 0.1735, 0.1737, 0.1963, 0.1958, 0.1561, 0.189, 0.2164, 0.2463, 0.2491, 0.3098, 0.2817, 0.3207, 0.3649, 0.2566, 0.2379, 0.1532, 0.1722, 0.2755, 0.2581, 0.2133, 0.1341, 0.1464, 0.1282, 0.1024, 0.0898, 0.0261, 0.0202, 0.0689, 0.0775, 0.0921, 0.0921, 0.1098, 0.1034, 0.1245, 0.16, 0.1721, 0.1974, 0.1957, 0.198, 0.238, 0.2355, 0.2094, 0.2073, 0.2369, 0.168, 0.2233, 0.274, 0.2779, 0.2789, 0.2792, 0.2792, 0.2432, 0.2134, 0.1914, 0.171, 0.171, 0.1059, 0.1466, 0.1839, 0.1969, 0.1652, 0.1693, 0.182, 0.179]}
{"unit_id": "quote:1941170357190414578", "ticker_idx": 0, "ts": "2025-07-04T16:20:53+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Palantir going to a $1 trillion market cap in next 2-3 years", "tweet_type": "prediction", "timeline": "years", "summary": "Endorses $1T market cap for Palantir in 2–3 years.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "🤩 $PLTR \"Palantir going to a $1 trillion market cap in next 2-3 years\" -@DivesTech https://t.co/vr14J5ZFbl", "reply_text": null, "parent_text": null, "quoted_text": "$PLTR valuation makes ZERO sense \n\nBut then why do institutions keep buying it?\nWhat do they know that you don't?\n\nI work in BIG DATA analytics and let me share the secrets of Palantir in the most basic way\n\nPalantir has monopoly on Automated Governance, serving as the ultimate https://t.co/XGLRmO7rq8", "parent_author": null, "ret_m1d": -0.034215027845755475, "ret_signed_m1d": -0.034215027845755475, "alpha_spy_m1d": -0.04172294858132941, "alpha_c_m1d": -0.04172294858132941, "bench_spy_m1d": 0.007507920735573936, "bench_c_m1d": 0.007507920735573936, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.004241026576968343, "ret_signed_p1d": 0.004241026576968343, "alpha_spy_p1d": 0.004788662446441716, "alpha_c_p1d": 0.004788662446441716, "bench_spy_p1d": -0.000547635869473373, "bench_c_p1d": -0.000547635869473373, "ret_p1w": 0.07209602595836873, "ret_signed_p1w": 0.07209602595836873, "alpha_spy_p1w": 0.06544207117829703, "alpha_c_p1w": 0.06544207117829703, "bench_spy_p1w": 0.006653954780071691, "bench_c_p1w": 0.006653954780071691, "ret_p1m": 0.24547160978914095, "ret_signed_p1m": 0.24547160978914095, "alpha_spy_p1m": 0.23372657027842592, "alpha_c_p1m": 0.23372657027842592, "bench_spy_p1m": 0.011745039510715038, "bench_c_p1m": 0.011745039510715038, "ret_p3m": 0.344522783329575, "ret_signed_p3m": 0.344522783329575, "alpha_spy_p3m": 0.2633291041690289, "alpha_c_p3m": 0.2633291041690289, "bench_spy_p3m": 0.0811936791605461, "bench_c_p3m": 0.0811936791605461, "ret_p6m": 0.2998850106741331, "ret_signed_p6m": 0.2998850106741331, "alpha_spy_p6m": 0.18666994468242004, "alpha_c_p6m": 0.18666994468242004, "bench_spy_p6m": 0.11321506599171305, "bench_c_p6m": 0.11321506599171305, "ret_p1y": -0.16115582918228155, "ret_signed_p1y": -0.16115582918228155, "alpha_spy_p1y": -0.3561488982279496, "alpha_c_p1y": -0.3561488982279496, "bench_spy_p1y": 0.19499306904566804, "bench_c_p1y": 0.19499306904566804, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": -0.16115582918228155, "alpha_spy_stated": -0.3561488982279496, "alpha_c_stated": -0.3561488982279496, "price_path": [-0.3386, -0.3632, -0.3635, -0.3342, -0.2927, -0.3336, -0.3259, -0.3259, -0.3473, -0.3244, -0.2753, -0.2253, -0.1893, -0.1759, -0.1656, -0.1486, -0.1647, -0.1067, -0.1103, -0.2175, -0.2059, -0.1435, -0.1568, -0.1485, -0.0792, -0.0643, -0.0791, -0.069, -0.0919, -0.0973, -0.1333, -0.121, -0.1136, -0.1136, -0.1131, -0.1104, -0.1208, -0.0528, -0.0509, -0.0428, -0.0655, -0.1381, -0.0819, -0.0507, -0.0454, -0.0196, -0.0282, -0.0124, 0.0165, -0.0066, 0.006, 0.006, -0.0131, 0.0058, 0.0295, 0.0272, 0.0369, -0.0602, -0.0201, -0.0607, -0.0503, -0.0342, -0.0342, 0.0, 0.0042, 0.0288, 0.0243, 0.0214, 0.0721, 0.068, 0.0847, 0.1069, 0.1035, 0.0911, 0.0715, 0.1115, 0.1131, 0.1415, 0.1348, 0.1231, 0.1401, 0.1382, 0.1089, 0.1548, 0.2455, 0.2905, 0.3097, 0.3439, 0.3131, 0.3439, 0.3253, 0.3012, 0.2735, 0.2509, 0.1339, 0.1214, 0.1226, 0.141, 0.1297, 0.1563, 0.1265, 0.1366, 0.1264, 0.1264, 0.1292, 0.1134, 0.1223, 0.1006, 0.1221, 0.1671, 0.1985, 0.1814, 0.2322, 0.2307, 0.2238, 0.21, 0.2721, 0.311, 0.289, 0.3122, 0.2907, 0.2875, 0.2764, 0.2857, 0.3112, 0.3294, 0.3445, 0.244, 0.2905, 0.3094, 0.3194, 0.3332, 0.2611, 0.2738, 0.292, 0.2911, 0.2803, 0.2805, 0.3053, 0.3047, 0.2614, 0.2973, 0.3271, 0.3598, 0.3629, 0.4291, 0.3984, 0.441, 0.4892, 0.371, 0.3506, 0.2583, 0.279, 0.3917, 0.3726, 0.3238, 0.2373, 0.2508, 0.231, 0.2028, 0.189, 0.1195, 0.1131, 0.1663, 0.1756, 0.1916, 0.1916, 0.2108, 0.2039, 0.2269, 0.2657, 0.2789, 0.3065, 0.3046, 0.3071, 0.3507, 0.348, 0.3195, 0.3172, 0.3496, 0.2744, 0.3347, 0.39, 0.3943, 0.3954, 0.3957, 0.3957, 0.3565, 0.3239, 0.2999]}
{"unit_id": "quote:1928135201701646659", "ticker_idx": 0, "ts": "2025-05-29T17:03:49+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I think it will succeed. Bullish BLUE Smart Candle pushing hard to break out of this 12-month structure. Earnings were great. AI factories will spread like virus.", "tweet_type": "prediction", "timeline": "weeks", "summary": "Bullish NVDA: double bottom forming, earnings strong, AI factory tailwind supports breakout from 12-month structure.", "resolved_tickers": ["NVDA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "🟦 $NVDA Double Bottom?\n\n(W) Bullish BLUE Smart Candle pushing hard to break out of this 12-month structure.\n\nEarnings were great. AI factories will spread like virus. I think it will succeed. \n\nDaily updates on Patreon. https://t.co/Xb3hxBjjL9", "reply_text": null, "parent_text": null, "quoted_text": "$NVDA's Journey $11 → $142+🎉\n$PLTR's Journey $30 → $130+🥳\n\nThis epic journey is painted in bullish BLUE candles (W), giving us the conviction to hold through noise. Patience & Smart Candles are the KEY!\n\nOur Patreon group scans 160 tickers daily, hunting for the NEXT big idea https://t.co/7q9JewDIco", "parent_author": null, "ret_m1d": -0.03146778489281532, "ret_signed_m1d": -0.03146778489281532, "alpha_spy_m1d": -0.027535863648304182, "alpha_c_m1d": -0.024420931457232786, "bench_spy_m1d": -0.0039319212445111384, "bench_c_m1d": -0.007046853435582534, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.02916867791413702, "ret_signed_p1d": -0.02916867791413702, "alpha_spy_p1d": -0.02805017198546822, "alpha_c_p1d": -0.011428569922418808, "bench_spy_p1d": -0.0011185059286688004, "bench_c_p1d": -0.017740107991718213, "ret_p1w": 0.005747602777810501, "ret_signed_p1w": 0.005747602777810501, "alpha_spy_p1w": 0.0006633990962339187, "alpha_c_p1w": -0.023832851955318146, "bench_spy_p1w": 0.005084203681576582, "bench_c_p1w": 0.029580454733128647, "ret_p1m": 0.13342164708625548, "ret_signed_p1m": 0.13342164708625548, "alpha_spy_p1m": 0.08820874861392913, "alpha_c_p1m": -0.007269974500248466, "bench_spy_p1m": 0.045212898472326346, "bench_c_p1m": 0.14069162158650395, "ret_p3m": 0.3060036409388367, "ret_signed_p3m": 0.3060036409388367, "alpha_spy_p3m": 0.2093725119842187, "alpha_c_p3m": 0.09021372762418922, "bench_spy_p3m": 0.096631128954618, "bench_c_p3m": 0.21578991331464747, "ret_p6m": 0.28531156835147464, "ret_signed_p6m": 0.28531156835147464, "alpha_spy_p6m": 0.1619986760994805, "alpha_c_p6m": -0.05084877572099611, "bench_spy_p6m": 0.12331289225199416, "bench_c_p6m": 0.33616034407247075, "ret_p1y": 0.5976178559913512, "ret_signed_p1y": 0.5976178559913512, "alpha_spy_p1y": 0.3314242492550148, "alpha_c_p1y": -0.6469716465474025, "bench_spy_p1y": 0.2661936067363364, "bench_c_p1y": 1.2445895025387537, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.13342164708625548, "alpha_spy_stated": 0.08820874861392913, "alpha_c_stated": -0.007269974500248466, "price_path": [-0.1806, -0.1668, -0.1573, -0.2057, -0.1905, -0.2315, -0.2187, -0.1685, -0.1696, -0.1259, -0.1412, -0.1707, -0.1557, -0.1484, -0.1544, -0.1277, -0.1329, -0.1827, -0.1994, -0.2121, -0.2214, -0.2086, -0.2067, -0.2686, -0.3224, -0.2985, -0.3081, -0.1786, -0.2272, -0.203, -0.2046, -0.1939, -0.2493, -0.2709, -0.2709, -0.3038, -0.2895, -0.2621, -0.2354, -0.2025, -0.2188, -0.2168, -0.2175, -0.1981, -0.1774, -0.1823, -0.1843, -0.159, -0.1568, -0.1619, -0.1163, -0.0665, -0.0277, -0.0313, -0.0272, -0.026, -0.0346, -0.0531, -0.0457, -0.0568, -0.0568, -0.0265, -0.0315, 0.0, -0.0292, -0.013, 0.0146, 0.0196, 0.0057, 0.0182, 0.0247, 0.0343, 0.0262, 0.0418, 0.02, 0.0396, 0.0355, 0.0453, 0.0453, 0.0336, 0.0359, 0.0627, 0.1087, 0.1138, 0.1334, 0.1351, 0.1014, 0.1298, 0.1448, 0.1448, 0.1369, 0.1496, 0.1703, 0.179, 0.1849, 0.1788, 0.2265, 0.2313, 0.243, 0.2388, 0.2314, 0.2001, 0.227, 0.2483, 0.2466, 0.2699, 0.261, 0.288, 0.278, 0.2482, 0.2933, 0.2808, 0.2891, 0.2988, 0.3127, 0.3081, 0.316, 0.3047, 0.3078, 0.2965, 0.3077, 0.262, 0.2602, 0.2572, 0.2788, 0.2919, 0.306, 0.3048, 0.2945, 0.2515, 0.2515, 0.227, 0.2259, 0.2334, 0.2, 0.2093, 0.2269, 0.2741, 0.273, 0.2777, 0.2772, 0.2566, 0.2236, 0.2663, 0.2694, 0.3193, 0.2821, 0.2716, 0.2768, 0.2804, 0.3067, 0.3406, 0.3454, 0.3572, 0.3481, 0.3332, 0.3296, 0.3588, 0.3837, 0.3161, 0.3531, 0.2936, 0.2921, 0.3064, 0.3165, 0.3123, 0.3017, 0.2954, 0.3089, 0.3383, 0.3759, 0.4445, 0.4877, 0.4578, 0.455, 0.4865, 0.4277, 0.4026, 0.3514, 0.3519, 0.4302, 0.3879, 0.3925, 0.3427, 0.3664, 0.3408, 0.3031, 0.3402, 0.298, 0.2853]}
{"unit_id": "quote:1939019742179897831", "ticker_idx": 0, "ts": "2025-06-28T17:55:06+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "LFG TO THE MOON 🚀", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Bullish RKLB on Russell 1000 index addition.", "resolved_tickers": ["RKLB"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "quote", "lang": "en", "tweet_text": "🚨 BREAKING: $RKLB HAS BEEN ADDED TO RUSSELL 1000 ETF\n\nLFG TO THE MOON 🚀 https://t.co/eaQ3TNOOCG", "reply_text": null, "parent_text": null, "quoted_text": "SpaceX is dominating. Why does $RKLB Rocket Lab even exist? \n\n@RocketLab exists because the Small Rocket Market is UNDERSERVED. It's a niche market but it's growing.\n\nRocket Lab is carving out its niche by offering RAPID, reliable, and precise small satellite launches. While https://t.co/AuvScmixGG", "parent_author": null, "ret_m1d": -0.010902974130764687, "ret_signed_m1d": -0.010902974130764687, "alpha_spy_m1d": -0.006144546176885757, "alpha_c_m1d": -0.005954551629020255, "bench_spy_m1d": -0.00475842795387893, "bench_c_m1d": -0.004948422501744432, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04025715986247469, "ret_signed_p1d": -0.04025715986247469, "alpha_spy_p1d": -0.039933345848779056, "alpha_c_p1d": -0.043578738177924126, "bench_spy_p1d": -0.00032381401369563356, "bench_c_p1d": 0.003321578315449436, "ret_p1w": 0.08694438273837246, "ret_signed_p1w": 0.08694438273837246, "alpha_spy_p1w": 0.08236404250393181, "alpha_c_p1w": 0.07758981913031526, "bench_spy_p1w": 0.00458034023444065, "bench_c_p1w": 0.009354563608057198, "ret_p1m": 0.22421024196612716, "ret_signed_p1m": 0.22421024196612716, "alpha_spy_p1m": 0.19603193051337886, "alpha_c_p1m": 0.18875744328704758, "bench_spy_p1m": 0.028178311452748295, "bench_c_p1m": 0.03545279867907958, "ret_p3m": 0.3036063872343189, "ret_signed_p3m": 0.3036063872343189, "alpha_spy_p3m": 0.23558926364563648, "alpha_c_p3m": 0.274289980288591, "bench_spy_p3m": 0.0680171235886824, "bench_c_p3m": 0.029316406945727902, "ret_p6m": 1.1576740094344702, "ret_signed_p6m": 1.1576740094344702, "alpha_spy_p6m": 1.0378135830627053, "alpha_c_p6m": 1.0854227663570442, "bench_spy_p6m": 0.11986042637176486, "bench_c_p6m": 0.07225124307742603, "ret_p1y": 2.0187308351990016, "ret_signed_p1y": 2.0187308351990016, "alpha_spy_p1y": 1.809303073091434, "alpha_c_p1y": 1.7886050921289094, "bench_spy_p1y": 0.20942776210756775, "bench_c_p1y": 0.23012574307009226, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.22421024196612716, "alpha_spy_stated": 0.19603193051337886, "alpha_c_stated": 0.18875744328704758, "price_path": [-0.4593, -0.4999, -0.5424, -0.5102, -0.5197, -0.4244, -0.4512, -0.4512, -0.4652, -0.411, -0.4416, -0.4481, -0.4481, -0.4786, -0.4677, -0.4328, -0.3883, -0.3743, -0.3662, -0.3738, -0.3908, -0.3816, -0.3573, -0.3715, -0.3746, -0.3769, -0.3542, -0.4266, -0.4056, -0.3897, -0.3254, -0.2949, -0.2852, -0.2787, -0.2731, -0.2963, -0.2782, -0.2893, -0.2893, -0.196, -0.1912, -0.2354, -0.251, -0.2564, -0.253, -0.2477, -0.2606, -0.1915, -0.1714, -0.2404, -0.2351, -0.262, -0.2896, -0.2578, -0.2614, -0.2214, -0.2214, -0.1602, -0.0836, -0.0646, -0.0956, 0.0103, -0.0109, 0.0, -0.0403, -0.0025, -0.0031, -0.0031, 0.0869, 0.083, 0.0942, 0.0931, 0.0911, 0.208, 0.2469, 0.3332, 0.435, 0.4367, 0.3193, 0.3106, 0.3741, 0.3455, 0.326, 0.2611, 0.2242, 0.2983, 0.2838, 0.2527, 0.2452, 0.251, 0.2329, 0.236, 0.2494, 0.2586, 0.2141, 0.2021, 0.1968, 0.2376, 0.2572, 0.144, 0.1375, 0.161, 0.2407, 0.3201, 0.3455, 0.293, 0.3394, 0.3587, 0.3587, 0.3785, 0.2169, 0.2018, 0.2815, 0.3344, 0.3148, 0.2907, 0.3539, 0.4912, 0.5108, 0.3208, 0.3441, 0.319, 0.336, 0.3925, 0.4792, 0.3612, 0.3036, 0.2933, 0.3142, 0.3394, 0.3411, 0.4669, 0.57, 0.6354, 0.7196, 0.8258, 0.8569, 0.7965, 0.8289, 0.9019, 0.9365, 0.8731, 0.8527, 0.8829, 0.8283, 0.6932, 0.7772, 0.8049, 0.8345, 0.7822, 0.8496, 0.7031, 0.7607, 0.7148, 0.5815, 0.5773, 0.3869, 0.4437, 0.4509, 0.4325, 0.397, 0.265, 0.2731, 0.2108, 0.196, 0.2195, 0.1037, 0.1266, 0.1867, 0.1909, 0.1722, 0.1722, 0.1781, 0.1286, 0.1714, 0.2502, 0.3802, 0.3714, 0.4414, 0.4937, 0.6081, 0.7761, 0.719, 0.5491, 0.5513, 0.5085, 0.6751, 0.9715, 1.168, 1.1577]}
{"unit_id": "quote:1931777874060775471", "ticker_idx": 0, "ts": "2025-06-08T18:18:30+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I strongly believe a partnership in the CRYPTO field is coming soon. It's inevitable. Palantir is expanding it's TAM by expanding to Financial (Transaction) Markets.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish PLTR on fintech/crypto partnership expansion and TAM growth into financial transaction markets.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "🚨 $PLTR x @bolt FINTECH PARTNERSHIP ANNOUNCED!\n\nI strongly believe a partnership in the CRYPTO field is coming soon. It's inevitable. Palantir is expanding it's TAM by expanding to Financial (Transaction) Markets.\n\n\"Bolt and Palantir Partner to Launch Checkout 2.0: The Smartest, Most Personalized Checkout Experience Yet\"", "reply_text": null, "parent_text": null, "quoted_text": "$PLTR valuation makes ZERO sense \n\nBut then why do institutions keep buying it?\nWhat do they know that you don't?\n\nI work in BIG DATA analytics and let me share the secrets of Palantir in the most basic way\n\nPalantir has monopoly on Automated Governance, serving as the ultimate https://t.co/XGLRmO7rq8", "parent_author": null, "ret_m1d": -0.03286382264216692, "ret_signed_m1d": -0.03286382264216692, "alpha_spy_m1d": -0.03196340534767317, "alpha_c_m1d": -0.03196340534767317, "bench_spy_m1d": -0.0009004172944937494, "bench_c_m1d": -0.0009004172944937494, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.005679236815578692, "ret_signed_p1d": 0.005679236815578692, "alpha_spy_p1d": 9.415213593433336e-06, "alpha_c_p1d": 9.415213593433336e-06, "bench_spy_p1d": 0.005669821601985259, "bench_c_p1d": 0.005669821601985259, "ret_p1w": 0.07080119851862876, "ret_signed_p1w": 0.07080119851862876, "alpha_spy_p1w": 0.06579843296596866, "alpha_c_p1w": 0.06579843296596866, "bench_spy_p1w": 0.0050027655526601045, "bench_c_p1w": 0.0050027655526601045, "ret_p1m": 0.057928284845524036, "ret_signed_p1m": 0.057928284845524036, "alpha_spy_p1m": 0.020418225592822914, "alpha_c_p1m": 0.020418225592822914, "bench_spy_p1m": 0.03751005925270112, "bench_c_p1m": 0.03751005925270112, "ret_p3m": 0.18234137722417132, "ret_signed_p3m": 0.18234137722417132, "alpha_spy_p3m": 0.09669738740124001, "alpha_c_p3m": 0.09669738740124001, "bench_spy_p3m": 0.08564398982293131, "bench_c_p3m": 0.08564398982293131, "ret_p6m": 0.29251859455527196, "ret_signed_p6m": 0.29251859455527196, "alpha_spy_p6m": 0.1495091262401247, "alpha_c_p6m": 0.1495091262401247, "bench_spy_p6m": 0.14300946831514727, "bench_c_p6m": 0.14300946831514727, "ret_p1y": 0.003407518980473423, "ret_signed_p1y": 0.003407518980473423, "alpha_spy_p1y": -0.26237256761605554, "alpha_c_p1y": -0.26237256761605554, "bench_spy_p1y": 0.26578008659652896, "bench_c_p1y": 0.26578008659652896, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.057928284845524036, "alpha_spy_stated": 0.020418225592822914, "alpha_c_stated": 0.020418225592822914, "price_path": [-0.3666, -0.3971, -0.347, -0.3386, -0.3648, -0.348, -0.3383, -0.3112, -0.2674, -0.2693, -0.3012, -0.3178, -0.3499, -0.3609, -0.3588, -0.3378, -0.367, -0.4396, -0.4106, -0.4145, -0.3033, -0.3292, -0.3295, -0.2987, -0.2549, -0.298, -0.2899, -0.2899, -0.3124, -0.2883, -0.2366, -0.1839, -0.146, -0.1318, -0.121, -0.1031, -0.1201, -0.0589, -0.0628, -0.1757, -0.1634, -0.0978, -0.1118, -0.103, -0.03, -0.0142, -0.0298, -0.0192, -0.0434, -0.049, -0.0869, -0.074, -0.0663, -0.0663, -0.0657, -0.0629, -0.0738, -0.0021, -0.0002, 0.0084, -0.0155, -0.092, -0.0329, 0.0, 0.0057, 0.0328, 0.0237, 0.0404, 0.0708, 0.0465, 0.0598, 0.0598, 0.0397, 0.0595, 0.0846, 0.0821, 0.0923, -0.01, 0.0323, -0.0104, 0.0005, 0.0174, 0.0174, 0.0535, 0.0579, 0.0838, 0.0791, 0.076, 0.1294, 0.1251, 0.1427, 0.1661, 0.1625, 0.1494, 0.1288, 0.1709, 0.1726, 0.2025, 0.1955, 0.1831, 0.201, 0.1991, 0.1682, 0.2166, 0.3121, 0.3595, 0.3797, 0.4157, 0.3833, 0.4158, 0.3961, 0.3707, 0.3416, 0.3178, 0.1945, 0.1814, 0.1826, 0.202, 0.1901, 0.2182, 0.1867, 0.1973, 0.1867, 0.1867, 0.1895, 0.173, 0.1823, 0.1594, 0.182, 0.2294, 0.2626, 0.2446, 0.2981, 0.2965, 0.2893, 0.2746, 0.3401, 0.3811, 0.3579, 0.3823, 0.3597, 0.3564, 0.3446, 0.3544, 0.3813, 0.4005, 0.4164, 0.3105, 0.3595, 0.3794, 0.39, 0.4044, 0.3285, 0.3419, 0.361, 0.3601, 0.3488, 0.349, 0.3751, 0.3745, 0.3289, 0.3667, 0.3981, 0.4325, 0.4357, 0.5055, 0.4732, 0.518, 0.5688, 0.4443, 0.4228, 0.3255, 0.3473, 0.4661, 0.446, 0.3946, 0.3035, 0.3177, 0.2968, 0.2671, 0.2526, 0.1794, 0.1726, 0.2286, 0.2385, 0.2553, 0.2553, 0.2756, 0.2683, 0.2925]}
{"unit_id": "quote:1956580683872399452", "ticker_idx": 0, "ts": "2025-08-16T04:56:01+00:00", "symbol": "RDDT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "This high-margin revenue stream, combined with the future growth in the AI training data market and also advertising, positions Reddit favorably.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish RDDT on high-margin data licensing + AI training demand + advertising growth.", "resolved_tickers": ["RDDT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "quote", "lang": "en", "tweet_text": "$RDDT Data Licensing is relatively small revenue figures but remarkably high margins (>90%).\n\nThis high-margin revenue stream, combined with the future growth in the AI training data market and also advertising, positions Reddit favorably.", "reply_text": null, "parent_text": null, "quoted_text": "$RDDT's  \"Secret\" High Margin Deals with Essential Human Knowledge for AI training.\n\nReddit's Data Licensing Revenue is expected to accelerate as AI adoption intensifies. AI companies are scrambling for high-quality training data amid a \"data economy\" valued at ~$1 trillion, https://t.co/VRKLd30M2R", "parent_author": null, "ret_m1d": 0.01960624421270829, "ret_signed_m1d": 0.01960624421270829, "alpha_spy_m1d": 0.01938858019750067, "alpha_c_m1d": 0.013469058284881985, "bench_spy_m1d": 0.00021766401520761924, "bench_c_m1d": 0.006137185927826305, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0561714185126303, "ret_signed_p1d": -0.0561714185126303, "alpha_spy_p1d": -0.05074622207541324, "alpha_c_p1d": -0.05057577359843046, "bench_spy_p1d": -0.005425196437217061, "bench_c_p1d": -0.005595644914199838, "ret_p1w": -0.09112342521448047, "ret_signed_p1w": -0.09112342521448047, "alpha_spy_p1w": -0.08983307763027759, "alpha_c_p1w": -0.09735083311625192, "bench_spy_p1w": -0.0012903475842028778, "bench_c_p1w": 0.006227407901771453, "ret_p1m": 0.10299474570251688, "ret_signed_p1m": 0.10299474570251688, "alpha_spy_p1m": 0.07703497833920703, "alpha_c_p1m": 0.03331967588855811, "bench_spy_p1m": 0.02595976736330985, "bench_c_p1m": 0.06967506981395877, "ret_p3m": -0.21649568798451757, "ret_signed_p3m": -0.21649568798451757, "alpha_spy_p3m": -0.26406789003543263, "alpha_c_p3m": -0.23021730675916652, "bench_spy_p3m": 0.04757220205091506, "bench_c_p3m": 0.013721618774648947, "ret_p6m": -0.37963269715702164, "ret_signed_p6m": -0.37963269715702164, "alpha_spy_p6m": -0.4616933739031279, "alpha_c_p6m": -0.4479724957012545, "bench_spy_p6m": 0.08206067674610629, "bench_c_p6m": 0.06833979854423289, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.10299474570251688, "alpha_spy_stated": 0.07703497833920703, "alpha_c_stated": 0.03331967588855811, "price_path": [-0.6035, -0.5933, -0.5832, -0.5832, -0.5673, -0.5639, -0.549, -0.5353, -0.5363, -0.5414, -0.511, -0.5357, -0.4983, -0.5139, -0.5157, -0.5242, -0.5194, -0.5112, -0.478, -0.4464, -0.4161, -0.4161, -0.4244, -0.4452, -0.4176, -0.414, -0.4046, -0.4085, -0.3772, -0.3703, -0.3409, -0.3505, -0.3505, -0.3656, -0.3963, -0.3975, -0.4085, -0.3978, -0.3945, -0.4011, -0.4031, -0.4105, -0.3868, -0.3949, -0.3969, -0.3957, -0.3873, -0.381, -0.3729, -0.4009, -0.3823, -0.3357, -0.2197, -0.1655, -0.1765, -0.1197, -0.1238, -0.1089, -0.0869, -0.0734, -0.0289, 0.0071, 0.0196, 0.0, -0.0562, -0.0967, -0.0956, -0.1011, -0.0911, -0.0924, -0.1268, -0.0671, -0.069, -0.069, -0.0898, -0.077, -0.0399, -0.0073, -0.0487, -0.0065, 0.0714, 0.0777, 0.0518, 0.0905, 0.103, 0.1022, 0.1197, 0.094, 0.0654, -0.0178, -0.0251, -0.0373, -0.0068, 0.0009, -0.0487, -0.162, -0.1689, -0.143, -0.1577, -0.1482, -0.1633, -0.1243, -0.1787, -0.1575, -0.1878, -0.1696, -0.177, -0.1936, -0.1625, -0.1491, -0.1849, -0.1693, -0.114, -0.0932, -0.1191, -0.1282, -0.1958, -0.1357, -0.1521, -0.2233, -0.1882, -0.2404, -0.1952, -0.1554, -0.1388, -0.1611, -0.2165, -0.2004, -0.2242, -0.2319, -0.2233, -0.2477, -0.2411, -0.1934, -0.0963, -0.1415, -0.1415, -0.1046, -0.0759, -0.0786, -0.0865, -0.0786, -0.0316, -0.0199, -0.0234, -0.0151, -0.034, -0.0702, -0.0962, -0.0735, -0.0596, -0.0431, -0.0354, -0.0356, -0.0659, -0.0658, -0.0658, -0.0661, -0.0294, -0.0347, -0.0492, -0.0492, 0.0005, 0.0095, 0.0498, 0.0568, 0.0504, 0.0116, 0.0093, 0.071, 0.0439, -0.0538, -0.0445, -0.0445, -0.0678, -0.1308, -0.1126, -0.0946, -0.1164, -0.188, -0.2011, -0.2139, -0.2543, -0.2672, -0.3158, -0.3684, -0.3752, -0.4216, -0.4137, -0.3796]}
{"unit_id": "orig:1956418327821369846", "ticker_idx": 0, "ts": "2025-08-15T18:10:52+00:00", "symbol": "LYFT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Breaking out of a bear flag. Another name with potential upper Bollinger Band climb.", "tweet_type": "prediction", "timeline": "days", "summary": "LYFT breaking out of bear flag with potential upper Bollinger Band climb ahead.", "resolved_tickers": ["LYFT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Application", "unit_kind": "original", "lang": "en", "tweet_text": "🟦 $LYFT +16% since the (D) BLUE candle. Breaking out of a bear flag. Another name with potential upper Bollinger Band climb. 🔥\n\nOur system just works. 230+ Daily Smart Candle Alerts. Free Trial: https://t.co/ZQDP5HCFyq https://t.co/x8G66Bdr1l", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.07585333959631724, "ret_signed_m1d": -0.07585333959631724, "alpha_spy_m1d": -0.07820003159308864, "alpha_c_m1d": -0.07820003159308864, "bench_spy_m1d": 0.0023466919967713995, "bench_c_m1d": 0.0023466919967713995, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.012642273501742629, "ret_signed_p1d": 0.012642273501742629, "alpha_spy_p1d": 0.012859890149636732, "alpha_c_p1d": 0.012859890149636732, "bench_spy_p1d": -0.0002176166478941033, "bench_c_p1d": -0.0002176166478941033, "ret_p1w": 0.07522127414749225, "ret_signed_p1w": 0.07522127414749225, "alpha_spy_p1w": 0.07231505128963045, "alpha_c_p1w": 0.07231505128963045, "bench_spy_p1w": 0.0029062228578617955, "bench_c_p1w": 0.0029062228578617955, "ret_p1m": 0.2920354569124872, "ret_signed_p1m": 0.2920354569124872, "alpha_spy_p1m": 0.26488468703485135, "alpha_c_p1m": 0.26488468703485135, "bench_spy_p1m": 0.027150769877635872, "bench_c_p1m": 0.027150769877635872, "ret_p3m": 0.5530973558022705, "ret_signed_p3m": 0.5530973558022705, "alpha_spy_p3m": 0.4880803301048997, "alpha_c_p3m": 0.4880803301048997, "bench_spy_p3m": 0.06501702569737078, "bench_c_p3m": 0.06501702569737078, "ret_p6m": 0.049936847709662446, "ret_signed_p6m": 0.049936847709662446, "alpha_spy_p6m": -0.03474873315894733, "alpha_c_p6m": -0.03474873315894733, "bench_spy_p6m": 0.08468558086860978, "bench_c_p6m": 0.08468558086860978, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": 0.07522127414749225, "alpha_spy_stated": 0.07231505128963045, "alpha_c_stated": 0.07231505128963045, "price_path": [0.0449, 0.0095, 0.0107, 0.0177, 0.0177, 0.0316, 0.0101, -0.0297, -0.0367, -0.0348, -0.0297, -0.0354, -0.0183, -0.0183, -0.012, -0.0088, -0.0164, -0.024, -0.0657, -0.0537, -0.055, -0.0714, -0.0714, -0.0815, -0.055, 0.0025, -0.0164, 0.0019, -0.0063, -0.0038, 0.0234, -0.007, 0.0209, 0.0209, 0.0158, 0.0398, -0.0101, -0.0316, -0.0575, -0.0569, -0.0594, -0.0563, -0.067, -0.067, -0.0664, -0.0607, -0.0689, -0.091, -0.0961, -0.1049, -0.1125, -0.1138, -0.1113, -0.1391, -0.11, -0.0828, -0.1157, -0.1018, -0.1523, -0.1492, -0.1226, -0.0784, -0.0759, 0.0, 0.0126, -0.0158, -0.0158, -0.0006, 0.0752, 0.0777, 0.0619, 0.0272, 0.0199, 0.0253, 0.0253, 0.0619, 0.0695, 0.0613, 0.0531, 0.1195, 0.1625, 0.1985, 0.158, 0.177, 0.292, 0.2762, 0.4437, 0.3881, 0.4273, 0.4305, 0.3957, 0.3944, 0.3635, 0.3824, 0.4494, 0.3913, 0.3793, 0.4292, 0.39, 0.3742, 0.3388, 0.3375, 0.2465, 0.2168, 0.2636, 0.2724, 0.2642, 0.256, 0.2345, 0.2775, 0.3047, 0.2807, 0.3003, 0.2939, 0.304, 0.2661, 0.2655, 0.2484, 0.2933, 0.3243, 0.2276, 0.2693, 0.3432, 0.3932, 0.4994, 0.5284, 0.5531, 0.5044, 0.4627, 0.3641, 0.3717, 0.3407, 0.2491, 0.2503, 0.2566, 0.2408, 0.2743, 0.2743, 0.3293, 0.3552, 0.4058, 0.4115, 0.4235, 0.452, 0.4216, 0.3767, 0.2845, 0.2971, 0.2876, 0.2086, 0.213, 0.2124, 0.2554, 0.2276, 0.2611, 0.2389, 0.2396, 0.2396, 0.2434, 0.2105, 0.2206, 0.2244, 0.2244, 0.2509, 0.2105, 0.2554, 0.2415, 0.2288, 0.2143, 0.2446, 0.2168, 0.196, 0.1934, 0.1587, 0.1587, 0.1504, 0.1688, 0.1504, 0.1315, 0.1365, 0.1087, 0.0872, 0.122, 0.0664, 0.091, 0.0594, 0.0215, 0.0013, 0.0405, 0.0499]}
{"unit_id": "orig:1960427122360815902", "ticker_idx": 0, "ts": "2025-08-26T19:40:23+00:00", "symbol": "LLY", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$LLY Bottom's in. Crossed the middle Bollinger Band after a series of (D) BLUE-GREEN candles.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Calls LLY bottom in after Bollinger Band crossover; bullish technical signal.", "resolved_tickers": ["LLY"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "original", "lang": "en", "tweet_text": "🟦 $LLY Bottom's in. Crossed the middle Bollinger Band after a series of (D) BLUE-GREEN candles.\n\nAll rallies start with our exclusive BLUE candles.\n\n230+ Daily Smart Candle Alerts. Free Trial:\nhttps://t.co/ZQDP5HCFyq https://t.co/tgqWZY1PxG", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.05529664494850717, "ret_signed_m1d": -0.05529664494850717, "alpha_spy_m1d": -0.0511271334040585, "alpha_c_m1d": -0.0511271334040585, "bench_spy_m1d": -0.0041695115444486675, "bench_c_m1d": -0.0041695115444486675, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.002527183808291311, "ret_signed_p1d": -0.002527183808291311, "alpha_spy_p1d": -0.004805828084773478, "alpha_c_p1d": -0.004805828084773478, "bench_spy_p1d": 0.002278644276482167, "bench_c_p1d": 0.002278644276482167, "ret_p1w": -0.0011414324652457841, "ret_signed_p1w": -0.0011414324652457841, "alpha_spy_p1w": 0.006438010647178416, "alpha_c_p1w": 0.006438010647178416, "bench_spy_p1w": -0.0075794431124242, "bench_c_p1w": -0.0075794431124242, "ret_p1m": 0.007907198824069539, "ret_signed_p1m": 0.007907198824069539, "alpha_spy_p1m": -0.019640847168158393, "alpha_c_p1m": -0.019640847168158393, "bench_spy_p1m": 0.027548045992227932, "bench_c_p1m": 0.027548045992227932, "ret_p3m": 0.4418653562997523, "ret_signed_p3m": 0.4418653562997523, "alpha_spy_p3m": 0.41753469251236663, "alpha_c_p3m": 0.41753469251236663, "bench_spy_p3m": 0.024330663787385687, "bench_c_p3m": 0.024330663787385687, "ret_p6m": 0.39092778677261597, "ret_signed_p6m": 0.39092778677261597, "alpha_spy_p6m": 0.3210749335124483, "alpha_c_p6m": 0.3210749335124483, "bench_spy_p6m": 0.06985285326016766, "bench_c_p6m": 0.06985285326016766, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.007907198824069539, "alpha_spy_stated": -0.019640847168158393, "alpha_c_stated": -0.019640847168158393, "price_path": [-0.0204, 0.0, 0.0128, 0.0178, 0.0382, 0.038, 0.0437, 0.0489, 0.0943, 0.0962, 0.1008, 0.1108, 0.0948, 0.0727, 0.0642, 0.0642, 0.034, 0.0447, 0.0548, 0.0741, 0.0779, 0.0512, 0.0568, 0.0519, 0.0564, 0.0583, 0.0583, 0.0478, 0.0542, 0.0668, 0.0719, 0.0751, 0.0836, 0.0462, 0.0707, 0.0323, 0.0462, 0.0333, 0.0526, 0.083, 0.0919, 0.1017, 0.0955, 0.0343, 0.0304, 0.0033, 0.0335, 0.0425, 0.0384, 0.0118, -0.1312, -0.1518, -0.1389, -0.1331, -0.1046, -0.0721, -0.0473, -0.0516, -0.0446, -0.0416, -0.0356, -0.0331, -0.0553, 0.0, -0.0025, -0.0055, -0.0047, -0.0047, -0.0011, 0.0024, 0.0093, -0.012, 0.0035, 0.0198, 0.0253, 0.0275, 0.0263, 0.0165, 0.039, 0.0327, 0.0365, 0.0217, 0.0257, 0.0149, 0.0079, -0.0291, -0.0156, -0.0129, 0.0366, 0.1214, 0.1139, 0.1411, 0.1481, 0.1462, 0.149, 0.1621, 0.1324, 0.1133, 0.1037, 0.123, 0.1132, 0.0908, 0.0991, 0.0863, 0.1038, 0.1155, 0.1215, 0.1228, 0.1142, 0.1053, 0.1474, 0.1723, 0.2181, 0.2321, 0.2578, 0.2736, 0.2559, 0.3133, 0.3432, 0.3828, 0.3897, 0.395, 0.3902, 0.4015, 0.4281, 0.4195, 0.4419, 0.4561, 0.5102, 0.5026, 0.5026, 0.4633, 0.4394, 0.4234, 0.4063, 0.3804, 0.3747, 0.3574, 0.3364, 0.352, 0.3734, 0.3981, 0.4453, 0.4345, 0.4175, 0.438, 0.4578, 0.4647, 0.4581, 0.4654, 0.4654, 0.4664, 0.4678, 0.4691, 0.4622, 0.4622, 0.47, 0.4171, 0.4478, 0.5077, 0.4765, 0.4471, 0.4708, 0.4657, 0.4604, 0.4055, 0.4129, 0.4129, 0.4168, 0.4675, 0.4795, 0.4481, 0.446, 0.4144, 0.393, 0.3935, 0.4112, 0.4207, 0.3653, 0.5064, 0.389, 0.4398, 0.4214, 0.3947, 0.3813, 0.4127, 0.4174, 0.4174, 0.412, 0.3909]}
{"unit_id": "quote:1941546669805535484", "ticker_idx": 0, "ts": "2025-07-05T17:16:12+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$PLTR ALL TIME HIGH Institutional Ownership as of Jun-25 🐐 GOAT", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish PLTR on all-time-high institutional ownership, endorsing the monopoly-on-automated-governance thesis.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "$PLTR ALL TIME HIGH Institutional Ownership as of Jun-25\n\n🐐 GOAT https://t.co/zshA4NOQzp", "reply_text": null, "parent_text": null, "quoted_text": "$PLTR valuation makes ZERO sense \n\nBut then why do institutions keep buying it?\nWhat do they know that you don't?\n\nI work in BIG DATA analytics and let me share the secrets of Palantir in the most basic way\n\nPalantir has monopoly on Automated Governance, serving as the ultimate https://t.co/XGLRmO7rq8", "parent_author": null, "ret_m1d": -0.034215027845755475, "ret_signed_m1d": -0.034215027845755475, "alpha_spy_m1d": -0.04172294858132941, "alpha_c_m1d": -0.04172294858132941, "bench_spy_m1d": 0.007507920735573936, "bench_c_m1d": 0.007507920735573936, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.004241026576968343, "ret_signed_p1d": 0.004241026576968343, "alpha_spy_p1d": 0.004788662446441716, "alpha_c_p1d": 0.004788662446441716, "bench_spy_p1d": -0.000547635869473373, "bench_c_p1d": -0.000547635869473373, "ret_p1w": 0.07209602595836873, "ret_signed_p1w": 0.07209602595836873, "alpha_spy_p1w": 0.06544207117829703, "alpha_c_p1w": 0.06544207117829703, "bench_spy_p1w": 0.006653954780071691, "bench_c_p1w": 0.006653954780071691, "ret_p1m": 0.24547160978914095, "ret_signed_p1m": 0.24547160978914095, "alpha_spy_p1m": 0.23372657027842592, "alpha_c_p1m": 0.23372657027842592, "bench_spy_p1m": 0.011745039510715038, "bench_c_p1m": 0.011745039510715038, "ret_p3m": 0.344522783329575, "ret_signed_p3m": 0.344522783329575, "alpha_spy_p3m": 0.2633291041690289, "alpha_c_p3m": 0.2633291041690289, "bench_spy_p3m": 0.0811936791605461, "bench_c_p3m": 0.0811936791605461, "ret_p6m": 0.2998850106741331, "ret_signed_p6m": 0.2998850106741331, "alpha_spy_p6m": 0.18666994468242004, "alpha_c_p6m": 0.18666994468242004, "bench_spy_p6m": 0.11321506599171305, "bench_c_p6m": 0.11321506599171305, "ret_p1y": -0.16115582918228155, "ret_signed_p1y": -0.16115582918228155, "alpha_spy_p1y": -0.3561488982279496, "alpha_c_p1y": -0.3561488982279496, "bench_spy_p1y": 0.19499306904566804, "bench_c_p1y": 0.19499306904566804, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.24547160978914095, "alpha_spy_stated": 0.23372657027842592, "alpha_c_stated": 0.23372657027842592, "price_path": [-0.3386, -0.3632, -0.3635, -0.3342, -0.2927, -0.3336, -0.3259, -0.3259, -0.3473, -0.3244, -0.2753, -0.2253, -0.1893, -0.1759, -0.1656, -0.1486, -0.1647, -0.1067, -0.1103, -0.2175, -0.2059, -0.1435, -0.1568, -0.1485, -0.0792, -0.0643, -0.0791, -0.069, -0.0919, -0.0973, -0.1333, -0.121, -0.1136, -0.1136, -0.1131, -0.1104, -0.1208, -0.0528, -0.0509, -0.0428, -0.0655, -0.1381, -0.0819, -0.0507, -0.0454, -0.0196, -0.0282, -0.0124, 0.0165, -0.0066, 0.006, 0.006, -0.0131, 0.0058, 0.0295, 0.0272, 0.0369, -0.0602, -0.0201, -0.0607, -0.0503, -0.0342, -0.0342, 0.0, 0.0042, 0.0288, 0.0243, 0.0214, 0.0721, 0.068, 0.0847, 0.1069, 0.1035, 0.0911, 0.0715, 0.1115, 0.1131, 0.1415, 0.1348, 0.1231, 0.1401, 0.1382, 0.1089, 0.1548, 0.2455, 0.2905, 0.3097, 0.3439, 0.3131, 0.3439, 0.3253, 0.3012, 0.2735, 0.2509, 0.1339, 0.1214, 0.1226, 0.141, 0.1297, 0.1563, 0.1265, 0.1366, 0.1264, 0.1264, 0.1292, 0.1134, 0.1223, 0.1006, 0.1221, 0.1671, 0.1985, 0.1814, 0.2322, 0.2307, 0.2238, 0.21, 0.2721, 0.311, 0.289, 0.3122, 0.2907, 0.2875, 0.2764, 0.2857, 0.3112, 0.3294, 0.3445, 0.244, 0.2905, 0.3094, 0.3194, 0.3332, 0.2611, 0.2738, 0.292, 0.2911, 0.2803, 0.2805, 0.3053, 0.3047, 0.2614, 0.2973, 0.3271, 0.3598, 0.3629, 0.4291, 0.3984, 0.441, 0.4892, 0.371, 0.3506, 0.2583, 0.279, 0.3917, 0.3726, 0.3238, 0.2373, 0.2508, 0.231, 0.2028, 0.189, 0.1195, 0.1131, 0.1663, 0.1756, 0.1916, 0.1916, 0.2108, 0.2039, 0.2269, 0.2657, 0.2789, 0.3065, 0.3046, 0.3071, 0.3507, 0.348, 0.3195, 0.3172, 0.3496, 0.2744, 0.3347, 0.39, 0.3943, 0.3954, 0.3957, 0.3957, 0.3565, 0.3239, 0.2999]}
{"unit_id": "quote:1962186786937127397", "ticker_idx": 0, "ts": "2025-08-31T16:12:40+00:00", "symbol": "Magnificent 7", "kind": "sector", "geography": "US", "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "AI will ONLY accelerate the progress. Don't miss it.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish on Magnificent 7 as a group; AI will accelerate their growth from here.", "resolved_tickers": ["MAGS"], "resolution_method": "etf", "resolution_reason": "Roundhill Magnificent Seven ETF (MAGS) tracks the Mag7", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "quote", "lang": "en", "tweet_text": "$NVDA $META $AAPL $MSFT $GOOGL $TSLA $AMZN\n\nAI will ONLY accelerate the progress. Don't miss it.", "reply_text": null, "parent_text": null, "quoted_text": "The Magnificent 7 brought in $551.4 Billion of combined revenue during Q2 2025 up from $253.5B in Q2 2020\n\nMagnificent 7 Revenue in Q2 2025 vs Q2 2020:\n\nNvidia $NVDA - $46.7B 2025 vs $3.9B in 2020\nMicrosoft $MSFT - $76.4B 2025 vs $38B in 2020\nApple $AAPL - $94B 2025 vs $59.7B in https://t.co/aSktgqh5Hl", "parent_author": null, "ret_m1d": 0.01150398123310703, "ret_signed_m1d": 0.01150398123310703, "alpha_spy_m1d": 0.004038406758225754, "alpha_c_m1d": 0.004038406758225754, "bench_spy_m1d": 0.007465574474881276, "bench_c_m1d": 0.007465574474881276, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.024530572292273067, "ret_signed_p1d": 0.024530572292273067, "alpha_spy_p1d": 0.019111026129265296, "alpha_c_p1d": 0.019111026129265296, "bench_spy_p1d": 0.005419546163007771, "bench_c_p1d": 0.005419546163007771, "ret_p1w": 0.044154964643129624, "ret_signed_p1w": 0.044154964643129624, "alpha_spy_p1w": 0.028442820431867855, "alpha_c_p1w": 0.028442820431867855, "bench_spy_p1w": 0.01571214421126177, "bench_c_p1w": 0.01571214421126177, "ret_p1m": 0.10319734966880034, "ret_signed_p1m": 0.10319734966880034, "alpha_spy_p1m": 0.05629021331134565, "alpha_c_p1m": 0.05629021331134565, "bench_spy_p1m": 0.04690713635745469, "bench_c_p1m": 0.04690713635745469, "ret_p3m": 0.1294197397602328, "ret_signed_p3m": 0.1294197397602328, "alpha_spy_p3m": 0.05911397380223837, "alpha_c_p3m": 0.05911397380223837, "bench_spy_p3m": 0.07030576595799443, "bench_c_p3m": 0.07030576595799443, "ret_p6m": 0.08609064623039475, "ret_signed_p6m": 0.08609064623039475, "alpha_spy_p6m": -0.0027087945141559544, "alpha_c_p6m": -0.0027087945141559544, "bench_spy_p6m": 0.0887994407445507, "bench_c_p6m": 0.0887994407445507, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.10319734966880034, "alpha_spy_stated": 0.05629021331134565, "alpha_c_stated": 0.05629021331134565, "price_path": [-0.1277, -0.1084, -0.0988, -0.0864, -0.0942, -0.0947, -0.1008, -0.0863, -0.0974, -0.0959, -0.0959, -0.1057, -0.088, -0.0814, -0.078, -0.0694, -0.0597, -0.0616, -0.0758, -0.0623, -0.0538, -0.0538, -0.0685, -0.0692, -0.0584, -0.0528, -0.0486, -0.0491, -0.0445, -0.0421, -0.0392, -0.0325, -0.0254, -0.0291, -0.0252, -0.0277, -0.0228, -0.0154, -0.0227, -0.0218, -0.0088, -0.0403, -0.0205, -0.0257, -0.0063, -0.0025, 0.0139, 0.0134, 0.0247, 0.0213, 0.0259, 0.0232, 0.0205, 0.0039, -0.0073, -0.0123, 0.0118, 0.0167, 0.0201, 0.0208, 0.0257, 0.0115, 0.0115, 0.0, 0.0245, 0.0376, 0.0355, 0.0365, 0.0442, 0.0386, 0.0489, 0.0646, 0.0851, 0.0898, 0.0841, 0.0878, 0.1015, 0.1095, 0.0924, 0.0936, 0.0844, 0.0903, 0.0959, 0.0973, 0.1032, 0.0995, 0.09, 0.1057, 0.0936, 0.1029, 0.1044, 0.0623, 0.0868, 0.0738, 0.0819, 0.0771, 0.0883, 0.1046, 0.1024, 0.0973, 0.1057, 0.1142, 0.1416, 0.1567, 0.1683, 0.1326, 0.1497, 0.1614, 0.1348, 0.1435, 0.1198, 0.1106, 0.1414, 0.138, 0.125, 0.0963, 0.0978, 0.0954, 0.0749, 0.0837, 0.0648, 0.0736, 0.1089, 0.1169, 0.1218, 0.1218, 0.1294, 0.1281, 0.1335, 0.1335, 0.1391, 0.144, 0.1338, 0.1362, 0.1367, 0.1282, 0.1191, 0.1205, 0.1294, 0.1049, 0.1265, 0.1355, 0.1418, 0.1526, 0.1533, 0.1533, 0.1502, 0.1413, 0.14, 0.1323, 0.1323, 0.1218, 0.1311, 0.1269, 0.1312, 0.1309, 0.1393, 0.1378, 0.1328, 0.1154, 0.1173, 0.1141, 0.1141, 0.0804, 0.0924, 0.1146, 0.1264, 0.1316, 0.1424, 0.1422, 0.1395, 0.1355, 0.1356, 0.1172, 0.1002, 0.0784, 0.0833, 0.0959, 0.0914, 0.0847, 0.0597, 0.0497, 0.0497, 0.0518, 0.059, 0.0573, 0.0746, 0.0574, 0.0696, 0.0861]}
{"unit_id": "reply:1939049175032963333", "ticker_idx": 0, "ts": "2025-06-28T19:52:03+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Once consolidation is over, I think we are headed to $148", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Expects MU to reach $148 after consolidation; single-digit forward PE would be the bargain of the century.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "I thought we would reach $148 after earnings that was my bull case. It's down slightly but I am seeing some resilience. Bulls and bears are exchanging hands. Once consolidation is over, I think we are headed to $148. I can fathom $MU going to single digit foward PE if it does, bargain of the century again.", "reply_text": null, "parent_text": "@TradexWhisperer Nvidia PS seems aggressive, any reason to be worried? At the end of the day they are the one enabling this AI revolution. Btw, what’s MU fair value price?", "quoted_text": null, "parent_author": "csboylol", "ret_m1d": 0.012251577573582306, "ret_signed_m1d": 0.012251577573582306, "alpha_spy_m1d": 0.017010005527461236, "alpha_c_m1d": 0.013900975108794511, "bench_spy_m1d": -0.00475842795387893, "bench_c_m1d": -0.0016493975352122048, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.019148057833288767, "ret_signed_p1d": -0.019148057833288767, "alpha_spy_p1d": -0.018824243819593134, "alpha_c_p1d": -0.008247281070891677, "bench_spy_p1d": -0.00032381401369563356, "bench_c_p1d": -0.01090077676239709, "ret_p1w": -0.02610236865156823, "ret_signed_p1w": -0.02610236865156823, "alpha_spy_p1w": -0.03068270888600888, "alpha_c_p1w": -0.029257914435192767, "bench_spy_p1w": 0.00458034023444065, "bench_c_p1w": 0.003155545783624536, "ret_p1m": -0.09074731539316061, "ret_signed_p1m": -0.09074731539316061, "alpha_spy_p1m": -0.1189256268459089, "alpha_c_p1m": -0.14101980188135, "bench_spy_p1m": 0.028178311452748295, "bench_c_p1m": 0.05027248648818938, "ret_p3m": 0.27365215551927835, "ret_signed_p3m": 0.27365215551927835, "alpha_spy_p3m": 0.20563503193059596, "alpha_c_p3m": 0.12240428957690064, "bench_spy_p3m": 0.0680171235886824, "bench_c_p3m": 0.1512478659423777, "ret_p6m": 1.2450567437536018, "ret_signed_p6m": 1.2450567437536018, "alpha_spy_p6m": 1.125196317381837, "alpha_c_p6m": 0.938795915671736, "bench_spy_p6m": 0.11986042637176486, "bench_c_p6m": 0.3062608280818657, "ret_p1y": 7.4842760758888325, "ret_signed_p1y": 7.4842760758888325, "alpha_spy_p1y": 7.2748483137812645, "alpha_c_p1y": 6.239900256939245, "bench_spy_p1y": 0.20942776210756775, "bench_c_p1y": 1.2443758189495866, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.09074731539316061, "alpha_spy_stated": -0.1189256268459089, "alpha_c_stated": -0.14101980188135, "price_path": [-0.2811, -0.3968, -0.4749, -0.4453, -0.4682, -0.3682, -0.4316, -0.4357, -0.4238, -0.4236, -0.4375, -0.4418, -0.4418, -0.4585, -0.4303, -0.4083, -0.3718, -0.3527, -0.3626, -0.3762, -0.3757, -0.369, -0.3451, -0.3475, -0.3468, -0.3297, -0.3091, -0.3034, -0.2512, -0.2135, -0.2266, -0.2256, -0.2049, -0.1996, -0.2041, -0.2224, -0.2306, -0.2424, -0.2424, -0.218, -0.2196, -0.2146, -0.2336, -0.2034, -0.1704, -0.1623, -0.1376, -0.1192, -0.0998, -0.0739, -0.0586, -0.0574, -0.0621, -0.0277, -0.0236, -0.0116, -0.0116, 0.0028, -0.0095, 0.0378, 0.0325, 0.0223, 0.0123, 0.0, -0.0191, -0.0123, -0.0078, -0.0078, -0.0261, 0.0104, -0.0073, -0.0002, 0.0113, -0.0367, -0.0246, -0.0544, -0.0802, -0.071, -0.0804, -0.113, -0.108, -0.0926, -0.0964, -0.0965, -0.0907, -0.0682, -0.1136, -0.1482, -0.1248, -0.1143, -0.1166, -0.0915, -0.0345, 0.0048, 0.0375, 0.0092, 0.0175, -0.0184, 0.0034, -0.0088, -0.0481, -0.0596, -0.0443, -0.0545, -0.0539, -0.0437, -0.0092, -0.0335, -0.0335, -0.0378, -0.0358, 0.0087, 0.0669, 0.0676, 0.0983, 0.137, 0.2228, 0.2769, 0.2813, 0.2898, 0.2993, 0.3716, 0.3216, 0.3369, 0.3515, 0.3133, 0.2737, 0.2772, 0.3311, 0.3588, 0.4793, 0.4923, 0.5264, 0.5518, 0.509, 0.5971, 0.5629, 0.4757, 0.5665, 0.5201, 0.5598, 0.6458, 0.6446, 0.6803, 0.6439, 0.6128, 0.6798, 0.7798, 0.7886, 0.8033, 0.8417, 0.8204, 0.8184, 0.9072, 0.7718, 0.93, 0.9367, 0.9334, 1.0584, 0.9593, 0.9901, 0.9255, 1.0058, 0.9662, 0.8569, 0.8359, 0.6364, 0.6852, 0.8197, 0.8246, 0.8712, 0.8712, 0.9217, 0.9541, 0.9462, 0.9029, 0.8418, 0.9277, 1.0065, 1.0512, 1.143, 1.1003, 0.9596, 0.93, 0.8894, 0.8326, 1.0198, 1.1609, 1.2477, 1.2451]}
{"unit_id": "quote:1952435700902887898", "ticker_idx": 0, "ts": "2025-08-04T18:25:20+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Palantir is on track to achieve a $1 trillion market cap", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Shares Wedbush analyst call that PLTR is heading to $1T market cap and Wall Street is underestimating it.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "🔥 $PLTR Wedbush's @DivesTech on CNBC\n\n\"Palantir is on track to achieve a $1 trillion market cap\"\n\n\"Wall Street is underestimating Palantir's performance\" https://t.co/vhicsn4wfK", "reply_text": null, "parent_text": null, "quoted_text": "$PLTR valuation makes ZERO sense \n\nBut then why do institutions keep buying it?\nWhat do they know that you don't?\n\nI work in BIG DATA analytics and let me share the secrets of Palantir in the most basic way\n\nPalantir has monopoly on Automated Governance, serving as the ultimate https://t.co/XGLRmO7rq8", "parent_author": null, "ret_m1d": -0.039773429876719724, "ret_signed_m1d": -0.039773429876719724, "alpha_spy_m1d": -0.024801239479641635, "alpha_c_m1d": -0.024801239479641635, "bench_spy_m1d": -0.014972190397078089, "bench_c_m1d": -0.014972190397078089, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.07848873598230566, "ret_signed_p1d": 0.07848873598230566, "alpha_spy_p1d": 0.08355876009901853, "alpha_c_p1d": 0.08355876009901853, "bench_spy_p1d": -0.005070024116712868, "bench_c_p1d": -0.005070024116712868, "ret_p1w": 0.13705955752361998, "ret_signed_p1w": 0.13705955752361998, "alpha_spy_p1w": 0.12953386421945434, "alpha_c_p1w": 0.12953386421945434, "bench_spy_p1w": 0.007525693304165637, "bench_c_p1w": 0.007525693304165637, "ret_p1m": -0.022220884120773277, "ret_signed_p1m": -0.022220884120773277, "alpha_spy_p1m": -0.03663860326597834, "alpha_c_p1m": -0.03663860326597834, "bench_spy_p1m": 0.014417719145205066, "bench_c_p1m": 0.014417719145205066, "ret_p3m": 0.21094235414636175, "ret_signed_p3m": 0.21094235414636175, "alpha_spy_p3m": 0.13086110078907787, "alpha_c_p3m": 0.13086110078907787, "bench_spy_p3m": 0.08008125335728389, "bench_c_p3m": 0.08008125335728389, "ret_p6m": 0.03137055378594811, "ret_signed_p6m": 0.03137055378594811, "alpha_spy_p6m": -0.07685546868113713, "alpha_c_p6m": -0.07685546868113713, "bench_spy_p6m": 0.10822602246708524, "bench_c_p6m": 0.10822602246708524, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.022220884120773277, "alpha_spy_stated": -0.03663860326597834, "alpha_c_stated": -0.03663860326597834, "price_path": [-0.3123, -0.2584, -0.2699, -0.2627, -0.2027, -0.1897, -0.2025, -0.1938, -0.2137, -0.2183, -0.2495, -0.2388, -0.2325, -0.2325, -0.232, -0.2297, -0.2386, -0.1798, -0.1781, -0.1711, -0.1908, -0.2536, -0.205, -0.178, -0.1733, -0.1511, -0.1585, -0.1448, -0.1198, -0.1398, -0.1288, -0.1288, -0.1454, -0.1291, -0.1085, -0.1105, -0.1021, -0.1862, -0.1515, -0.1866, -0.1776, -0.1637, -0.1637, -0.1341, -0.1304, -0.1091, -0.113, -0.1155, -0.0716, -0.0752, -0.0607, -0.0415, -0.0444, -0.0552, -0.0721, -0.0375, -0.0361, -0.0116, -0.0173, -0.0275, -0.0128, -0.0144, -0.0398, 0.0, 0.0785, 0.1175, 0.1341, 0.1637, 0.1371, 0.1638, 0.1476, 0.1267, 0.1028, 0.0832, -0.0181, -0.0289, -0.0279, -0.012, -0.0217, 0.0013, -0.0245, -0.0158, -0.0246, -0.0246, -0.0222, -0.0359, -0.0281, -0.047, -0.0284, 0.0106, 0.0378, 0.023, 0.067, 0.0657, 0.0598, 0.0477, 0.1015, 0.1353, 0.1162, 0.1363, 0.1176, 0.1149, 0.1053, 0.1133, 0.1354, 0.1512, 0.1643, 0.0772, 0.1175, 0.1339, 0.1425, 0.1544, 0.092, 0.103, 0.1188, 0.118, 0.1087, 0.1089, 0.1303, 0.1298, 0.0923, 0.1234, 0.1492, 0.1775, 0.1801, 0.2375, 0.2109, 0.2478, 0.2896, 0.1872, 0.1696, 0.0896, 0.1075, 0.2051, 0.1886, 0.1463, 0.0715, 0.0831, 0.0659, 0.0415, 0.0296, -0.0306, -0.0362, 0.0099, 0.018, 0.0318, 0.0318, 0.0485, 0.0425, 0.0624, 0.096, 0.1074, 0.1313, 0.1297, 0.1318, 0.1696, 0.1673, 0.1426, 0.1406, 0.1686, 0.1035, 0.1558, 0.2037, 0.2074, 0.2083, 0.2086, 0.2086, 0.1746, 0.1464, 0.1256, 0.1064, 0.1064, 0.0448, 0.0833, 0.1186, 0.1308, 0.1008, 0.1048, 0.1167, 0.1139, 0.1104, 0.1021, 0.0641, 0.0641, 0.049, 0.0291, 0.0326, 0.0556, 0.0424, 0.0314]}
{"unit_id": "orig:1945497785299873922", "ticker_idx": 0, "ts": "2025-07-16T14:56:32+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Mizuho Financial Upgrades $PLTR to Neutral and Adjusts PT to $135 from $116", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Shares Mizuho upgrade of PLTR to Neutral with PT raised to $135; author implies it's overdue catch-up.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "original", "lang": "en", "tweet_text": "Mizuho Financial Upgrades $PLTR to Neutral and Adjusts PT to $135 from $116\n\nPlaying catch-up 😂", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.015439677784857886, "ret_signed_m1d": -0.015439677784857886, "alpha_spy_m1d": -0.012107445770715097, "alpha_c_m1d": -0.012107445770715097, "bench_spy_m1d": -0.0033322320141427886, "bench_c_m1d": -0.0033322320141427886, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.02040952724347478, "ret_signed_p1d": 0.02040952724347478, "alpha_spy_p1d": 0.014289988832644651, "alpha_c_p1d": 0.014289988832644651, "bench_spy_p1d": 0.006119538410830128, "bench_c_p1d": 0.006119538410830128, "ret_p1w": 0.024650461403687318, "ret_signed_p1w": 0.024650461403687318, "alpha_spy_p1w": 0.008646533826595526, "alpha_c_p1w": 0.008646533826595526, "bench_spy_p1w": 0.016003927577091792, "bench_c_p1w": 0.016003927577091792, "ret_p1m": 0.19952289364307796, "ret_signed_p1m": 0.19952289364307796, "alpha_spy_p1m": 0.16631347354793746, "alpha_c_p1m": 0.16631347354793746, "bench_spy_p1m": 0.033209420095140496, "bench_c_p1m": 0.033209420095140496, "ret_p3m": 0.17427607457119976, "ret_signed_p3m": 0.17427607457119976, "alpha_spy_p3m": 0.10914164541538574, "alpha_c_p3m": 0.10914164541538574, "bench_spy_p3m": 0.06513442915581402, "bench_c_p3m": 0.06513442915581402, "ret_p6m": 0.17195677104577345, "ret_signed_p6m": 0.17195677104577345, "alpha_spy_p6m": 0.06102684045260931, "alpha_c_p6m": 0.06102684045260931, "bench_spy_p6m": 0.11092993059316414, "bench_c_p6m": 0.11092993059316414, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.19952289364307796, "alpha_spy_stated": 0.16631347354793746, "alpha_c_stated": 0.16631347354793746, "price_path": [-0.3786, -0.3983, -0.3772, -0.3319, -0.2858, -0.2527, -0.2403, -0.2308, -0.2152, -0.23, -0.1765, -0.1798, -0.2786, -0.2679, -0.2105, -0.2227, -0.215, -0.1511, -0.1374, -0.151, -0.1417, -0.1629, -0.1678, -0.201, -0.1896, -0.1829, -0.1829, -0.1824, -0.1799, -0.1895, -0.1268, -0.125, -0.1176, -0.1385, -0.2054, -0.1537, -0.1249, -0.1199, -0.0962, -0.1042, -0.0895, -0.063, -0.0842, -0.0726, -0.0726, -0.0902, -0.0728, -0.0509, -0.0531, -0.0441, -0.1337, -0.0967, -0.1341, -0.1245, -0.1097, -0.1097, -0.0781, -0.0742, -0.0516, -0.0557, -0.0584, -0.0117, -0.0154, 0.0, 0.0204, 0.0173, 0.0058, -0.0122, 0.0247, 0.0262, 0.0523, 0.0462, 0.0353, 0.051, 0.0493, 0.0223, 0.0646, 0.1482, 0.1897, 0.2073, 0.2389, 0.2105, 0.239, 0.2217, 0.1995, 0.174, 0.1532, 0.0453, 0.0338, 0.0349, 0.0519, 0.0415, 0.066, 0.0385, 0.0478, 0.0384, 0.0384, 0.041, 0.0264, 0.0347, 0.0146, 0.0344, 0.0759, 0.1049, 0.0891, 0.136, 0.1345, 0.1282, 0.1154, 0.1727, 0.2086, 0.1883, 0.2097, 0.1898, 0.1869, 0.1767, 0.1852, 0.2088, 0.2256, 0.2395, 0.1468, 0.1896, 0.2071, 0.2164, 0.229, 0.1625, 0.1743, 0.191, 0.1902, 0.1803, 0.1805, 0.2033, 0.2028, 0.1629, 0.1959, 0.2234, 0.2536, 0.2564, 0.3174, 0.2892, 0.3284, 0.3729, 0.2639, 0.2451, 0.16, 0.179, 0.283, 0.2654, 0.2204, 0.1407, 0.1531, 0.1348, 0.1088, 0.0961, 0.032, 0.0261, 0.0751, 0.0838, 0.0985, 0.0985, 0.1162, 0.1099, 0.1311, 0.1668, 0.179, 0.2044, 0.2026, 0.205, 0.2452, 0.2427, 0.2164, 0.2143, 0.2441, 0.1748, 0.2305, 0.2814, 0.2854, 0.2864, 0.2867, 0.2867, 0.2505, 0.2205, 0.1983, 0.1779, 0.1779, 0.1123, 0.1533, 0.1908, 0.2039, 0.172]}
{"unit_id": "quote:1952459994512920697", "ticker_idx": 0, "ts": "2025-08-04T20:01:52+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "If we break above $163-$167 we might be headed to $213", "tweet_type": "prediction", "timeline": "weeks", "summary": "Bullish PLTR: break above $163-167 targets $213; also relays $167 PT by next earnings from quoted tweet.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "$PLTR\n\nIf we break above $163-$167 we might be headed to $213. Otherwise, these are the two support levels:\nTimid Reaction: $152 (Bollinger Band Basis)\nBearish Reaction: $138 (Fib=0.618)\n\nLFG", "reply_text": null, "parent_text": null, "quoted_text": "🎯 $PLTR ACHIEVED ALL-TIME-HIGH CLOSING PRICE TODAY.\n\nMy Price Target? $167 by next earnings https://t.co/qbpkxwMRsw", "parent_author": null, "ret_m1d": -0.07277659317490859, "ret_signed_m1d": -0.07277659317490859, "alpha_spy_m1d": -0.07787245342598992, "alpha_c_m1d": -0.07787245342598992, "bench_spy_m1d": 0.00509586025108133, "bench_c_m1d": 0.00509586025108133, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03618623454185732, "ret_signed_p1d": 0.03618623454185732, "alpha_spy_p1d": 0.028526475072750523, "alpha_c_p1d": 0.028526475072750523, "bench_spy_p1d": 0.007659759469106797, "bench_c_p1d": 0.007659759469106797, "ret_p1w": 0.07906733196993199, "ret_signed_p1w": 0.07906733196993199, "alpha_spy_p1w": 0.05562657135763471, "alpha_c_p1w": 0.05562657135763471, "bench_spy_p1w": 0.023440760612297273, "bench_c_p1w": 0.023440760612297273, "ret_p1m": -0.10601956439667637, "ret_signed_p1m": -0.10601956439667637, "alpha_spy_p1m": -0.13113231355996957, "alpha_c_p1m": -0.13113231355996957, "bench_spy_p1m": 0.025112749163293202, "bench_c_p1m": 0.025112749163293202, "ret_p3m": 0.15698041367547466, "ret_signed_p3m": 0.15698041367547466, "alpha_spy_p3m": 0.06783425697416057, "alpha_c_p3m": 0.06783425697416057, "bench_spy_p3m": 0.0891461567013141, "bench_c_p3m": 0.0891461567013141, "ret_p6m": -0.09187971245104654, "ret_signed_p6m": -0.09187971245104654, "alpha_spy_p6m": -0.2056409722581577, "alpha_c_p6m": -0.2056409722581577, "bench_spy_p6m": 0.11376125980711116, "bench_c_p6m": 0.11376125980711116, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.10601956439667637, "alpha_spy_stated": -0.13113231355996957, "alpha_c_stated": -0.13113231355996957, "price_path": [-0.3123, -0.323, -0.3163, -0.2607, -0.2487, -0.2606, -0.2525, -0.2709, -0.2752, -0.3041, -0.2942, -0.2883, -0.2883, -0.2879, -0.2857, -0.294, -0.2395, -0.238, -0.2314, -0.2497, -0.308, -0.2629, -0.2378, -0.2335, -0.2128, -0.2198, -0.207, -0.1839, -0.2024, -0.1922, -0.1922, -0.2076, -0.1925, -0.1734, -0.1753, -0.1675, -0.2455, -0.2133, -0.2458, -0.2375, -0.2246, -0.2246, -0.1971, -0.1937, -0.1739, -0.1776, -0.1799, -0.1392, -0.1425, -0.129, -0.1113, -0.114, -0.124, -0.1397, -0.1076, -0.1063, -0.0835, -0.0888, -0.0983, -0.0846, -0.0861, -0.1097, -0.0728, 0.0, 0.0362, 0.0515, 0.079, 0.0543, 0.0791, 0.0641, 0.0447, 0.0225, 0.0044, -0.0896, -0.0996, -0.0986, -0.0839, -0.0929, -0.0716, -0.0955, -0.0874, -0.0956, -0.0956, -0.0934, -0.106, -0.0989, -0.1164, -0.0991, -0.063, -0.0377, -0.0514, -0.0106, -0.0119, -0.0174, -0.0285, 0.0214, 0.0526, 0.035, 0.0536, 0.0363, 0.0338, 0.0248, 0.0323, 0.0528, 0.0674, 0.0795, -0.0012, 0.0361, 0.0514, 0.0594, 0.0704, 0.0125, 0.0227, 0.0373, 0.0366, 0.028, 0.0282, 0.048, 0.0476, 0.0128, 0.0416, 0.0656, 0.0918, 0.0942, 0.1474, 0.1228, 0.157, 0.1957, 0.1008, 0.0844, 0.0103, 0.0269, 0.1174, 0.1021, 0.0629, -0.0065, 0.0043, -0.0117, -0.0343, -0.0453, -0.1011, -0.1063, -0.0636, -0.0561, -0.0433, -0.0433, -0.0278, -0.0334, -0.0149, 0.0162, 0.0268, 0.049, 0.0474, 0.0495, 0.0845, 0.0824, 0.0594, 0.0576, 0.0836, 0.0232, 0.0717, 0.1161, 0.1195, 0.1204, 0.1206, 0.1206, 0.0891, 0.063, 0.0437, 0.0259, 0.0259, -0.0312, 0.0044, 0.0372, 0.0485, 0.0207, 0.0244, 0.0354, 0.0328, 0.0296, 0.0219, -0.0133, -0.0133, -0.0274, -0.0458, -0.0425, -0.0212, -0.0335, -0.0437, -0.0919]}
{"unit_id": "orig:1948247498663022739", "ticker_idx": 0, "ts": "2025-07-24T05:02:55+00:00", "symbol": "DAVE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "it's likely going for all-time high (ATH) challenge", "tweet_type": "prediction", "timeline": "unspecified", "summary": "DAVE likely heading for ATH challenge based on cup-and-handle pattern.", "resolved_tickers": ["DAVE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Application", "unit_kind": "original", "lang": "en", "tweet_text": "🟦 $DAVE CUP & STRETCHED HANDLE PATTERN? 😅 At this rate, it's likely going for all-time high (ATH) challenge.\n\nAnyhow, (W) BLUE candles have consistently delivered profits since January 2023.\n\n230+ Daily Blue Candle Alerts, Free Trial:\nhttps://t.co/ZQDP5HCFyq https://t.co/P472skGkBP", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0010526877597996087, "ret_signed_m1d": 0.0010526877597996087, "alpha_spy_m1d": 0.0013836078987121692, "alpha_c_m1d": 0.0013836078987121692, "bench_spy_m1d": -0.00033092013891256045, "bench_c_m1d": -0.00033092013891256045, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.007751543493023538, "ret_signed_p1d": 0.007751543493023538, "alpha_spy_p1d": 0.003527107657387951, "alpha_c_p1d": 0.003527107657387951, "bench_spy_p1d": 0.004224435835635587, "bench_c_p1d": 0.004224435835635587, "ret_p1w": 0.12828363488162453, "ret_signed_p1w": 0.12828363488162453, "alpha_spy_p1w": 0.13197190616532428, "alpha_c_p1w": 0.13197190616532428, "bench_spy_p1w": -0.003688271283699751, "bench_c_p1w": -0.003688271283699751, "ret_p1m": -0.04780135523509921, "ret_signed_p1m": -0.04780135523509921, "alpha_spy_p1m": -0.0649667917646749, "alpha_c_p1m": -0.0649667917646749, "bench_spy_p1m": 0.017165436529575695, "bench_c_p1m": 0.017165436529575695, "ret_p3m": 0.08330536363323748, "ret_signed_p3m": 0.08330536363323748, "alpha_spy_p3m": 0.022255656160025783, "alpha_c_p3m": 0.022255656160025783, "bench_spy_p3m": 0.0610497074732117, "bench_c_p3m": 0.0610497074732117, "ret_p6m": -0.07167812140575358, "ret_signed_p6m": -0.07167812140575358, "alpha_spy_p6m": -0.16815534910040353, "alpha_c_p6m": -0.16815534910040353, "bench_spy_p6m": 0.09647722769464995, "bench_c_p6m": 0.09647722769464995, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.04780135523509921, "alpha_spy_stated": -0.0649667917646749, "alpha_c_stated": -0.0649667917646749, "price_path": [-0.5517, -0.5444, -0.5463, -0.5386, -0.4989, -0.4988, -0.4932, -0.484, -0.2692, -0.1999, -0.1774, -0.1303, -0.1228, -0.1203, -0.1126, -0.1245, -0.062, -0.0732, -0.0485, -0.0558, -0.0558, 0.0, 0.0391, -0.0032, -0.0391, 0.0004, 0.0064, -0.0093, 0.0009, 0.0601, 0.0753, 0.0746, 0.1085, 0.14, -0.0036, 0.0368, -0.0226, -0.0388, -0.0388, 0.0096, 0.0275, 0.0978, 0.0819, 0.1629, 0.1945, 0.2843, 0.2473, 0.2921, 0.3483, 0.3483, 0.3388, 0.254, 0.1723, 0.1004, -0.0303, 0.0242, -0.0311, -0.0861, -0.0238, 0.0436, -0.0644, -0.0715, 0.0011, 0.0, 0.0078, 0.0198, 0.0538, 0.1493, 0.1283, 0.1136, 0.1747, 0.1428, -0.0616, -0.0842, -0.1243, -0.1066, -0.1165, -0.0407, -0.0379, -0.0364, -0.032, -0.0909, -0.0992, -0.1088, -0.0478, -0.0525, -0.0037, -0.0056, 0.0423, 0.0202, 0.0202, 0.0055, -0.0201, -0.0641, -0.0686, -0.066, 0.0391, 0.0252, 0.076, 0.0978, 0.0476, 0.0251, 0.0464, 0.09, 0.1414, 0.1606, 0.1071, 0.0959, 0.0683, 0.0436, 0.009, -0.0461, -0.0557, -0.0228, -0.0266, -0.0417, -0.0292, -0.0047, -0.0111, -0.0666, -0.0314, 0.0347, 0.0553, 0.0122, -0.0126, 0.0312, 0.0833, 0.0447, 0.153, 0.1899, 0.2252, 0.201, 0.1669, 0.0727, 0.1451, 0.1489, 0.1224, 0.165, 0.0701, 0.1266, 0.1818, 0.1542, 0.156, 0.0347, -0.0177, -0.0712, -0.0887, -0.0903, -0.1267, -0.0685, -0.0249, 0.0063, 0.0198, 0.0198, 0.0444, -0.0253, -0.0303, -0.025, 0.0053, -0.0095, -0.0315, -0.0684, -0.0579, -0.0222, -0.0545, -0.0859, -0.0481, -0.0576, -0.001, 0.03, 0.0432, 0.0576, 0.0943, 0.0943, 0.0968, 0.0897, 0.0587, 0.0594, 0.0594, 0.0502, 0.1014, 0.1161, 0.1232, 0.1321, 0.1453, 0.0312, 0.0131, -0.1126, -0.081, -0.0717]}
{"unit_id": "quote:1951012143589105916", "ticker_idx": 0, "ts": "2025-07-31T20:08:37+00:00", "symbol": "RDDT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$RDDT Earnings Blowout\n\nRevenue grew 78% year-over-year to $500 million\n\nGross margin expanded year-over-year to 90.8%", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Vouches RDDT earnings as a blowout: 78% revenue growth, 90.8% gross margin, positive net income — durable bullish read.", "resolved_tickers": ["RDDT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "quote", "lang": "en", "tweet_text": "$RDDT Earnings Blowout\n\nRevenue grew 78% year-over-year to $500 million\n\nGross margin expanded year-over-year to 90.8%\n\nNet income of $89 million, 18% of revenue. Diluted EPS of $0.45\n\nAdjusted EBITDA1 of $167 million, 33% of revenue\n\nOperating cash flow of $111 million. Fully diluted shares of 206.6 million, up 0.3% sequentially", "reply_text": null, "parent_text": null, "quoted_text": "🟦 $RDDT Attempting an upper Bollinger Band climb with bullish sentiment ahead of earnings this afternoon. It was up as much as 9% today.\n\nThose with low conviction should consider trimming. Me? I am holding!\n\n230+ Daily Blue Candle Alerts. Free Trial:\nhttps://t.co/XLFioz4ScQ https://t.co/M3ODjDLSUn", "parent_author": null, "ret_m1d": -0.14869594541197317, "ret_signed_m1d": -0.14869594541197317, "alpha_spy_m1d": -0.16535948541294587, "alpha_c_m1d": -0.16085207772005572, "bench_spy_m1d": 0.0166635400009727, "bench_c_m1d": 0.012156132308082546, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.06955044083777406, "ret_signed_p1d": 0.06955044083777406, "alpha_spy_p1d": 0.05435067667770066, "alpha_c_p1d": 0.05032691502652198, "bench_spy_p1d": 0.015199764160073403, "bench_c_p1d": 0.019223525811252085, "ret_p1w": 0.14206956710384966, "ret_signed_p1w": 0.14206956710384966, "alpha_spy_p1w": 0.1172029466919835, "alpha_c_p1w": 0.1278404336483221, "bench_spy_p1w": 0.024866620411866158, "bench_c_p1w": 0.014229133455527565, "ret_p1m": 0.1931721933805619, "ret_signed_p1m": 0.1931721933805619, "alpha_spy_p1m": 0.1556472420920283, "alpha_c_p1m": 0.14351152756543994, "bench_spy_p1m": 0.037524951288533615, "bench_c_p1m": 0.04966066581512196, "ret_p3m": 0.11731342745130902, "ret_signed_p3m": 0.11731342745130902, "alpha_spy_p3m": 0.008621793118335885, "alpha_c_p3m": 0.01765678737587839, "bench_spy_p3m": 0.10869163433297313, "bench_c_p3m": 0.09965664007543062, "ret_p6m": 0.13247458425583192, "ret_signed_p6m": 0.13247458425583192, "alpha_spy_p6m": 0.011868467703660679, "alpha_c_p6m": 0.01521752672648291, "bench_spy_p6m": 0.12060611655217124, "bench_c_p6m": 0.11725705752934901, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.1931721933805619, "alpha_spy_stated": 0.1556472420920283, "alpha_c_stated": 0.14351152756543994, "price_path": [-0.4169, -0.4406, -0.4284, -0.425, -0.4105, -0.4018, -0.3357, -0.3978, -0.3998, -0.4275, -0.44, -0.4919, -0.4788, -0.4659, -0.4659, -0.4454, -0.4411, -0.422, -0.4044, -0.4057, -0.4123, -0.3734, -0.405, -0.357, -0.377, -0.3793, -0.3902, -0.384, -0.3735, -0.331, -0.2905, -0.2517, -0.2517, -0.2624, -0.2889, -0.2537, -0.2489, -0.2369, -0.2419, -0.2018, -0.193, -0.1553, -0.1676, -0.1676, -0.187, -0.2263, -0.2279, -0.2419, -0.2282, -0.224, -0.2324, -0.235, -0.2445, -0.2142, -0.2245, -0.2271, -0.2255, -0.2147, -0.2066, -0.1964, -0.2321, -0.2084, -0.1487, 0.0, 0.0696, 0.0554, 0.1281, 0.1229, 0.1421, 0.1702, 0.1876, 0.2445, 0.2907, 0.3067, 0.2816, 0.2096, 0.1576, 0.1591, 0.152, 0.1648, 0.1632, 0.1191, 0.1956, 0.1932, 0.1932, 0.1666, 0.1829, 0.2304, 0.2723, 0.2191, 0.2733, 0.3731, 0.3811, 0.348, 0.3976, 0.4136, 0.4126, 0.4351, 0.402, 0.3654, 0.2587, 0.2494, 0.2338, 0.2728, 0.2828, 0.2192, 0.074, 0.0651, 0.0984, 0.0795, 0.0916, 0.0724, 0.1222, 0.0525, 0.0797, 0.0409, 0.0642, 0.0548, 0.0334, 0.0734, 0.0905, 0.0446, 0.0646, 0.1355, 0.1622, 0.129, 0.1173, 0.0306, 0.1077, 0.0866, -0.0046, 0.0404, -0.0265, 0.0315, 0.0824, 0.1037, 0.0752, 0.0041, 0.0248, -0.0058, -0.0156, -0.0046, -0.0358, -0.0274, 0.0337, 0.1582, 0.1003, 0.1003, 0.1475, 0.1843, 0.1809, 0.1707, 0.1808, 0.241, 0.2561, 0.2516, 0.2622, 0.238, 0.1916, 0.1583, 0.1874, 0.2052, 0.2264, 0.2362, 0.236, 0.1971, 0.1973, 0.1973, 0.1968, 0.2439, 0.2371, 0.2186, 0.2186, 0.2823, 0.2937, 0.3455, 0.3544, 0.3462, 0.2964, 0.2936, 0.3726, 0.3379, 0.2126, 0.2246, 0.2246, 0.1947, 0.1139, 0.1373, 0.1603, 0.1325]}
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{"unit_id": "quote:1936972970423132306", "ticker_idx": 0, "ts": "2025-06-23T02:21:58+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$TSLA RoboTaxis Have Immeasurable Value.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish TSLA on immeasurable value creation from scalable RoboTaxis transforming commutes globally.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "quote", "lang": "en", "tweet_text": "$TSLA RoboTaxis Have Immeasurable Value.\n\nThey will transform useless, boring, and stressful 60-minute commutes into highly productive hours or entertaining, memorable family time (karaoke? movies? The possibilities are limitless).\n\nNow multiply that by 260 workdays per year and Earth’s 8 billion population. The value created by RoboTaxis is immeasurable. Society will never be the same.\n\nI've spoken.", "reply_text": null, "parent_text": null, "quoted_text": "🚕 $TSLA The Future is Here\n\nI Mean Scalable RoboTaxi is Here", "parent_author": null, "ret_m1d": -0.0760582470194422, "ret_signed_m1d": -0.0760582470194422, "alpha_spy_m1d": -0.06627747355695857, "alpha_c_m1d": -0.05662261848844474, "bench_spy_m1d": -0.009780773462483627, "bench_c_m1d": -0.01943562853099745, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.023545920693855638, "ret_signed_p1d": -0.023545920693855638, "alpha_spy_p1d": -0.0345933135227211, "alpha_c_p1d": -0.029096324169823773, "bench_spy_p1d": 0.011047392828865465, "bench_c_p1d": 0.005550403475968135, "ret_p1w": -0.08896406351171315, "ret_signed_p1w": -0.08896406351171315, "alpha_spy_p1w": -0.11845681937026475, "alpha_c_p1w": -0.1026301757620195, "bench_spy_p1w": 0.0294927558585516, "bench_c_p1w": 0.01366611225030634, "ret_p1m": -0.04752210528932277, "ret_signed_p1m": -0.04752210528932277, "alpha_spy_p1m": -0.09536027661918045, "alpha_c_p1m": -0.09920116922220756, "bench_spy_p1m": 0.04783817132985768, "bench_c_p1m": 0.051679063932884794, "ret_p3m": 0.19550881857199642, "ret_signed_p3m": 0.19550881857199642, "alpha_spy_p3m": 0.09201795472483809, "alpha_c_p3m": 0.07386692850709453, "bench_spy_p3m": 0.10349086384715833, "bench_c_p3m": 0.12164189006490189, "ret_p6m": 0.40495587694452406, "ret_signed_p6m": 0.40495587694452406, "alpha_spy_p6m": 0.2706524764653515, "alpha_c_p6m": 0.2655429701603469, "bench_spy_p6m": 0.13430340047917255, "bench_c_p6m": 0.13941290678417717, "ret_p1y": 0.09438454844958821, "ret_signed_p1y": 0.09438454844958821, "alpha_spy_p1y": -0.12461618162002552, "alpha_c_p1y": 0.029605479424392733, "bench_spy_p1y": 0.21900073006961374, "bench_c_p1y": 0.06477906902519548, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.04752210528932277, "alpha_spy_stated": -0.09536027661918045, "alpha_c_stated": -0.09920116922220756, "price_path": [-0.2197, -0.2167, -0.2441, -0.2567, -0.2301, -0.1891, -0.2335, -0.3133, -0.3309, -0.3637, -0.2193, -0.2761, -0.2764, -0.2763, -0.2712, -0.3072, -0.3078, -0.3078, -0.3475, -0.3175, -0.2809, -0.2557, -0.1828, -0.1801, -0.1625, -0.1908, -0.1955, -0.1763, -0.1962, -0.2103, -0.2078, -0.1831, -0.1446, -0.0869, -0.0419, -0.0029, -0.0168, 0.0037, -0.0189, -0.0139, -0.0403, -0.0219, -0.0268, -0.0268, 0.0408, 0.0236, 0.028, -0.0064, -0.0172, -0.0126, -0.0477, -0.1835, -0.1536, -0.115, -0.0648, -0.0638, -0.0848, -0.067, -0.0561, -0.0927, -0.0764, -0.0764, -0.0761, 0.0, -0.0235, -0.0606, -0.0657, -0.0718, -0.089, -0.1376, -0.0947, -0.0956, -0.0956, -0.157, -0.1459, -0.1514, -0.1113, -0.1009, -0.0911, -0.1087, -0.0775, -0.0839, -0.0546, -0.0579, -0.0475, -0.0462, -0.1244, -0.0936, -0.0662, -0.0788, -0.085, -0.1159, -0.1321, -0.1131, -0.1146, -0.0825, -0.0757, -0.0546, -0.0277, -0.0225, -0.0267, -0.0376, -0.052, -0.0388, -0.0556, -0.0711, -0.0819, -0.0249, -0.006, 0.0086, 0.0026, -0.0077, -0.0425, -0.0425, -0.0554, -0.0418, -0.0291, 0.0062, -0.0065, -0.0049, -0.0026, 0.0577, 0.1355, 0.176, 0.2092, 0.2213, 0.1955, 0.222, 0.2453, 0.2213, 0.2699, 0.2143, 0.263, 0.2711, 0.2754, 0.3177, 0.2504, 0.2327, 0.2999, 0.2421, 0.2581, 0.2491, 0.1859, 0.2501, 0.231, 0.248, 0.2296, 0.2599, 0.2832, 0.2694, 0.2589, 0.2877, 0.2439, 0.2975, 0.3208, 0.3236, 0.2622, 0.3094, 0.3433, 0.2741, 0.3252, 0.2789, 0.2318, 0.2769, 0.2608, 0.2349, 0.1529, 0.1597, 0.1728, 0.1508, 0.1586, 0.1335, 0.1216, 0.1982, 0.2028, 0.2234, 0.2234, 0.2337, 0.2336, 0.231, 0.2812, 0.3036, 0.3049, 0.2607, 0.2767, 0.2947, 0.2817, 0.3163, 0.3632, 0.405]}
{"unit_id": "quote:1929992872687984977", "ticker_idx": 0, "ts": "2025-06-03T20:05:33+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": true, "quote": "Hims and Hers is starting a global expansion so I guess this is a bad news? 🤣", "tweet_type": "sarcasm", "timeline": "unspecified", "summary": "Sarcastically mocks bears on HIMS; implied bullish on global expansion via Zava acquisition with 32% short interest.", "resolved_tickers": ["HIMS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - Specialty & Generic", "unit_kind": "quote", "lang": "en", "tweet_text": "$HIMS SHORT INTEREST IS 32% at 62,338,753 shares\n\nHims and Hers is starting a global expansion so I guess this is a bad news? 🤣 https://t.co/TNr8lbQBFt", "reply_text": null, "parent_text": null, "quoted_text": "$HIMS JUST ACQUIRED OVER 1 MILLION CUSTOMERS OVERNIGHT 🔥\n\nBest Trade Ever\n\n\"The acquisition of Zava will bring over a million customers in the European market and launch it for the first time in Germany, France and Ireland. The acquisition will also expand Hims & Hers’ presence https://t.co/0PYzjqRVRK", "parent_author": null, "ret_m1d": 0.020891604535227426, "ret_signed_m1d": 0.020891604535227426, "alpha_spy_m1d": 0.020623019985153812, "alpha_c_m1d": 0.020623019985153812, "bench_spy_m1d": 0.0002685845500736139, "bench_c_m1d": 0.0002685845500736139, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.015668721190532753, "ret_signed_p1d": -0.015668721190532753, "alpha_spy_p1d": -0.010835964926234287, "alpha_c_p1d": -0.010835964926234287, "bench_spy_p1d": -0.004832756264298466, "bench_c_p1d": -0.004832756264298466, "ret_p1w": 0.0736802969216297, "ret_signed_p1w": 0.0736802969216297, "alpha_spy_p1w": 0.0645684673924305, "alpha_c_p1w": 0.0645684673924305, "bench_spy_p1w": 0.0091118295291992, "bench_c_p1w": 0.0091118295291992, "ret_p1m": -0.10501773930269531, "ret_signed_p1m": -0.10501773930269531, "alpha_spy_p1m": -0.1574714918162613, "alpha_c_p1m": -0.1574714918162613, "bench_spy_p1m": 0.05245375251356599, "bench_c_p1m": 0.05245375251356599, "ret_p3m": -0.2100354786053905, "ret_signed_p3m": -0.2100354786053905, "alpha_spy_p3m": -0.2956612925510772, "alpha_c_p3m": -0.2956612925510772, "bench_spy_p3m": 0.08562581394568669, "bench_c_p3m": 0.08562581394568669, "ret_p6m": -0.28371570437057136, "ret_signed_p6m": -0.28371570437057136, "alpha_spy_p6m": -0.430795657504333, "alpha_c_p6m": -0.430795657504333, "bench_spy_p6m": 0.14707995313376165, "bench_c_p6m": 0.14707995313376165, "ret_p1y": -0.5569856420517535, "ret_signed_p1y": -0.5569856420517535, "alpha_spy_p1y": -0.8225500180605684, "alpha_c_p1y": -0.8225500180605684, "bench_spy_p1y": 0.2655643760088149, "bench_c_p1y": 0.2655643760088149, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.10501773930269531, "alpha_spy_stated": -0.1574714918162613, "alpha_c_stated": -0.1574714918162613, "price_path": [-0.3294, -0.357, -0.3525, -0.3671, -0.4117, -0.3818, -0.3529, -0.4126, -0.368, -0.3869, -0.3518, -0.3022, -0.3091, -0.3777, -0.4046, -0.4564, -0.4488, -0.4208, -0.4176, -0.4779, -0.5152, -0.482, -0.5132, -0.4499, -0.4999, -0.4921, -0.4719, -0.4505, -0.4973, -0.4921, -0.4921, -0.518, -0.5271, -0.5018, -0.4751, -0.476, -0.4688, -0.3464, -0.3826, -0.3255, -0.2386, -0.2188, -0.0772, -0.0235, -0.0412, -0.0308, 0.0298, 0.1938, 0.1401, 0.0927, 0.2059, 0.1628, 0.1418, 0.0819, -0.0017, 0.0228, 0.0228, -0.0047, -0.005, -0.0226, 0.055, 0.0589, 0.0209, 0.0, -0.0157, 0.0507, 0.0606, 0.0306, 0.0737, 0.066, 0.0349, 0.1151, 0.105, 0.1392, 0.1392, 0.1979, -0.2169, -0.1988, -0.2276, -0.1367, -0.0783, -0.0701, -0.1054, -0.1147, -0.105, -0.105, -0.0968, -0.0867, -0.0442, -0.0623, -0.1067, -0.0295, -0.0588, -0.0328, -0.0675, -0.0602, -0.1121, -0.0672, 0.0823, 0.0692, 0.0754, 0.0946, 0.1242, 0.2223, 0.2345, 0.1668, 0.1817, 0.0356, -0.0463, -0.0478, -0.0312, -0.0677, -0.1054, -0.0985, -0.1209, -0.1416, -0.1587, -0.2132, -0.1908, -0.18, -0.1686, -0.1981, -0.1541, -0.1791, -0.177, -0.21, -0.21, -0.2253, -0.1707, -0.1026, -0.097, -0.0741, -0.1086, -0.1087, -0.0345, 0.0353, 0.0065, -0.0507, -0.0608, 0.0483, 0.0785, 0.0763, 0.0446, -0.0067, 0.0235, 0.0893, 0.1028, 0.058, 0.0504, 0.0795, -0.02, 0.0215, 0.0813, 0.0851, 0.0866, 0.0063, 0.0209, 0.0076, 0.1707, 0.1033, -0.0714, -0.042, -0.0793, -0.1147, -0.0955, -0.0901, -0.1004, -0.1211, -0.1302, -0.1781, -0.152, -0.172, -0.2018, -0.1843, -0.2255, -0.2347, -0.2343, -0.2585, -0.2722, -0.3276, -0.3102, -0.3363, -0.3236, -0.3317, -0.3729, -0.3525, -0.2953, -0.3082, -0.2837, -0.2837]}
{"unit_id": "quote:1934443169393111520", "ticker_idx": 0, "ts": "2025-06-16T02:49:26+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$PLTR PALANTIR = THE DATA COMMAND CENTER", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish PLTR; endorses framing as top predator/data command center.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "$PLTR PALANTIR = THE DATA COMMAND CENTER", "reply_text": null, "parent_text": null, "quoted_text": "The top predator in the data ecosystem\n데이터 생태계 최상위 포식자\n\n= Palantir https://t.co/yvP398zu5U", "parent_author": null, "ret_m1d": -0.028357327358583984, "ret_signed_m1d": -0.028357327358583984, "alpha_spy_m1d": -0.018932652458570565, "alpha_c_m1d": -0.018932652458570565, "bench_spy_m1d": -0.009424674900013419, "bench_c_m1d": -0.009424674900013419, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.02269999738870887, "ret_signed_p1d": -0.02269999738870887, "alpha_spy_p1d": -0.01415482599027773, "alpha_c_p1d": -0.01415482599027773, "bench_spy_p1d": -0.00854517139843114, "bench_c_p1d": -0.00854517139843114, "ret_p1w": -0.010536775720085156, "ret_signed_p1w": -0.010536775720085156, "alpha_spy_p1w": -0.0092826308390338, "alpha_c_p1w": -0.0092826308390338, "bench_spy_p1w": -0.0012541448810513556, "bench_c_p1w": -0.0012541448810513556, "ret_p1m": 0.0507036134874701, "ret_signed_p1m": 0.0507036134874701, "alpha_spy_p1m": 0.015362854148547767, "alpha_c_p1m": 0.015362854148547767, "bench_spy_p1m": 0.035340759338922334, "bench_c_p1m": 0.035340759338922334, "ret_p3m": 0.16229401282726652, "ret_signed_p3m": 0.16229401282726652, "alpha_spy_p3m": 0.0678920875320721, "alpha_c_p3m": 0.0678920875320721, "bench_spy_p3m": 0.09440192529519442, "bench_c_p3m": 0.09440192529519442, "ret_p6m": 0.28590617091267645, "ret_signed_p6m": 0.28590617091267645, "alpha_spy_p6m": 0.1460665519295321, "alpha_c_p6m": 0.1460665519295321, "bench_spy_p6m": 0.13983961898314434, "bench_c_p6m": 0.13983961898314434, "ret_p1y": 0.005586544556072992, "ret_signed_p1y": 0.005586544556072992, "alpha_spy_p1y": -0.26023650804817744, "alpha_c_p1y": -0.26023650804817744, "bench_spy_p1y": 0.26582305260425043, "bench_c_p1y": 0.26582305260425043, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.0507036134874701, "alpha_spy_stated": 0.015362854148547767, "alpha_c_stated": 0.015362854148547767, "price_path": [-0.3911, -0.382, -0.3568, -0.3158, -0.3176, -0.3474, -0.3629, -0.3929, -0.4032, -0.4012, -0.3816, -0.4088, -0.4766, -0.4495, -0.4532, -0.3493, -0.3735, -0.3738, -0.345, -0.3042, -0.3444, -0.3368, -0.3368, -0.3579, -0.3353, -0.287, -0.2378, -0.2025, -0.1892, -0.1791, -0.1624, -0.1783, -0.1211, -0.1247, -0.2302, -0.2187, -0.1574, -0.1705, -0.1623, -0.0941, -0.0794, -0.094, -0.0841, -0.1066, -0.1119, -0.1473, -0.1352, -0.128, -0.128, -0.1274, -0.1248, -0.135, -0.0681, -0.0663, -0.0583, -0.0806, -0.152, -0.0968, -0.0661, -0.0608, -0.0355, -0.044, -0.0284, 0.0, -0.0227, -0.0103, -0.0103, -0.0291, -0.0105, 0.0129, 0.0105, 0.0201, -0.0755, -0.036, -0.0759, -0.0657, -0.0499, -0.0499, -0.0162, -0.012, 0.0122, 0.0077, 0.0049, 0.0547, 0.0507, 0.0672, 0.089, 0.0856, 0.0734, 0.0542, 0.0935, 0.0951, 0.123, 0.1165, 0.1049, 0.1216, 0.1198, 0.0909, 0.1361, 0.2253, 0.2696, 0.2885, 0.3221, 0.2918, 0.3222, 0.3038, 0.2801, 0.2529, 0.2307, 0.1156, 0.1032, 0.1044, 0.1226, 0.1114, 0.1376, 0.1083, 0.1182, 0.1082, 0.1082, 0.1109, 0.0954, 0.1042, 0.0827, 0.1039, 0.1482, 0.1791, 0.1623, 0.2123, 0.2107, 0.204, 0.1904, 0.2515, 0.2898, 0.2682, 0.2909, 0.2698, 0.2667, 0.2557, 0.2648, 0.29, 0.3079, 0.3227, 0.2239, 0.2696, 0.2882, 0.2981, 0.3116, 0.2406, 0.2532, 0.2711, 0.2702, 0.2596, 0.2598, 0.2841, 0.2836, 0.241, 0.2763, 0.3056, 0.3378, 0.3408, 0.4059, 0.3758, 0.4177, 0.4651, 0.3488, 0.3288, 0.2379, 0.2583, 0.3691, 0.3504, 0.3024, 0.2173, 0.2305, 0.211, 0.1833, 0.1698, 0.1014, 0.095, 0.1474, 0.1566, 0.1723, 0.1723, 0.1912, 0.1844, 0.2071, 0.2452, 0.2582, 0.2853, 0.2834, 0.2859]}
{"unit_id": "orig:1965627440262513024", "ticker_idx": 0, "ts": "2025-09-10T04:04:36+00:00", "symbol": "TSM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "BLUE-GREEN candle combo is targeting the upper Bollinger Band ($266.4). Climb incoming!!", "tweet_type": "prediction", "timeline": "weeks", "summary": "Long TSM targeting upper Bollinger Band at $266.4 on weekly blue-green candle combo signal.", "resolved_tickers": ["TSM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "🟦 $TSM (W) BLUE-GREEN candle combo is targeting the upper Bollinger Band ($266.4). Climb incoming!!\n\n+13% gains already with the (W) BLUE candle 🚀💰\n\n230+ Weekly Smart Candle Alerts. Free Trial:\nhttps://t.co/ZQDP5HCFyq https://t.co/EpRFgm4mOF", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.03655351397767115, "ret_signed_m1d": -0.03655351397767115, "alpha_spy_m1d": -0.03367113569530289, "alpha_c_m1d": -0.026514660893129482, "bench_spy_m1d": -0.0028823782823682587, "bench_c_m1d": -0.010038853084541666, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.005874716316610851, "ret_signed_p1d": -0.005874716316610851, "alpha_spy_p1d": -0.014185102179474107, "alpha_c_p1d": -0.016179570718540814, "bench_spy_p1d": 0.008310385862863257, "bench_c_p1d": 0.010304854401929964, "ret_p1w": 0.01220638265708196, "ret_signed_p1w": 0.01220638265708196, "alpha_spy_p1w": 0.0015194516306353822, "alpha_c_p1w": -0.002486374118904733, "bench_spy_p1w": 0.010686931026446578, "bench_c_p1w": 0.014692756775986693, "ret_p1m": 0.15506848445185195, "ret_signed_p1m": 0.15506848445185195, "alpha_spy_p1m": 0.12316031180285236, "alpha_c_p1m": 0.0075432786900639925, "bench_spy_p1m": 0.03190817264899959, "bench_c_p1m": 0.14752520576178796, "ret_p3m": 0.16273344495061348, "ret_signed_p3m": 0.16273344495061348, "alpha_spy_p3m": 0.1116526264244424, "alpha_c_p3m": -0.062377140466998826, "bench_spy_p3m": 0.05108081852617108, "bench_c_p3m": 0.2251105854176123, "ret_p6m": 0.3666665560919482, "ret_signed_p6m": 0.3666665560919482, "alpha_spy_p6m": 0.31605750784828013, "alpha_c_p6m": 0.04837979995562658, "bench_spy_p6m": 0.050609048243668076, "bench_c_p6m": 0.3182867561363216, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.15506848445185195, "alpha_spy_stated": 0.12316031180285236, "alpha_c_stated": 0.0075432786900639925, "price_path": [-0.1894, -0.1719, -0.1787, -0.1802, -0.1802, -0.1956, -0.1924, -0.1549, -0.1448, -0.1399, -0.1224, -0.1304, -0.1373, -0.1031, -0.0984, -0.0984, -0.1201, -0.1251, -0.1098, -0.1178, -0.1153, -0.122, -0.0902, -0.0879, -0.057, -0.0769, -0.0829, -0.0992, -0.0772, -0.0723, -0.057, -0.0679, -0.0734, -0.0673, -0.0723, -0.0969, -0.0823, -0.1074, -0.1116, -0.0684, -0.0715, -0.0705, -0.062, -0.073, -0.0746, -0.0828, -0.0731, -0.1065, -0.1223, -0.1271, -0.1054, -0.0954, -0.0834, -0.0812, -0.0851, -0.1135, -0.1135, -0.1231, -0.1115, -0.0969, -0.0654, -0.0509, -0.0366, 0.0, -0.0059, -0.0043, 0.0036, 0.0094, 0.0122, 0.0347, 0.0202, 0.0501, 0.0889, 0.0812, 0.0656, 0.0529, 0.0524, 0.0758, 0.1111, 0.1097, 0.1254, 0.1648, 0.1325, 0.1729, 0.1551, 0.081, 0.1667, 0.1399, 0.1737, 0.1549, 0.1366, 0.1467, 0.1344, 0.1127, 0.1198, 0.1361, 0.1488, 0.1614, 0.1751, 0.1679, 0.1572, 0.1743, 0.1326, 0.131, 0.1141, 0.1035, 0.1373, 0.1215, 0.1194, 0.087, 0.0971, 0.0862, 0.0704, 0.0876, 0.0689, 0.0595, 0.0964, 0.0965, 0.1169, 0.1169, 0.1228, 0.1081, 0.1251, 0.138, 0.1283, 0.1352, 0.1627, 0.1687, 0.1946, 0.1774, 0.1279, 0.1113, 0.1079, 0.0697, 0.0995, 0.116, 0.1327, 0.1469, 0.154, 0.154, 0.1696, 0.1622, 0.157, 0.1737, 0.1737, 0.2344, 0.2446, 0.2646, 0.2308, 0.2282, 0.2499, 0.2814, 0.2792, 0.2634, 0.3195, 0.3224, 0.3224, 0.2635, 0.2595, 0.2644, 0.2933, 0.285, 0.3067, 0.322, 0.3114, 0.2767, 0.3184, 0.2967, 0.2581, 0.2773, 0.3473, 0.3727, 0.3978, 0.4448, 0.4217, 0.4149, 0.4149, 0.4066, 0.3991, 0.3919, 0.4311, 0.4292, 0.4898, 0.4975, 0.4553, 0.4467, 0.4256, 0.3638, 0.3805, 0.3667]}
{"unit_id": "thread:1932239321613955335", "ticker_idx": 0, "ts": "2025-06-10T00:52:08+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "PALANTIR WILL EVENTUALLY BECOMES THE BRAIN OF THE GOVERNMENT", "tweet_type": "prediction", "timeline": "years", "summary": "Bullish PLTR on expanding US government AI adoption; StateChat now embedded in State Dept HR/promotion processes with 40k users.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "self_thread", "lang": "en", "tweet_text": "🚨 $PLTR IT HAS BEGUN. PALANTIR WILL EVENTUALLY BECOMES THE BRAIN OF THE GOVERNMENT.\n\n\"The U.S. State Department will use an artificial intelligence chatbot with 40,000 users to help it select the people who will perform annual reviews of promotions and moves, according to a cable issued Monday and reviewed by Reuters.\"\n\n\"StateChat, an in-house chatbot which works using technology from Palantir and Microsoft, will be employed to pick foreign service officers for participation on the Foreign Service Selection Boards, the annual evaluation panels which decide whether and how to promote and shuffle around State Department employees.\"\n\n\"The State Department has been using StateChat since last year to transcribe notes, draft emails, and analyze diplomatic cables. Last week the agency's acting chief data and AI officer, Amy Ritualo, told a Palantir conference, opens new tab that StateChat had about 40,000 users across her agency. The program's role in the human resources process, however, has not previously been disclosed.\"\n\n---\n\nhttps://t.co/P2xDpUzS4P", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.005647165226918327, "ret_signed_m1d": -0.005647165226918327, "alpha_spy_m1d": -9.30926246922592e-06, "alpha_c_m1d": -9.30926246922592e-06, "bench_spy_m1d": -0.005637855964449101, "bench_c_m1d": -0.005637855964449101, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.026955815803514582, "ret_signed_p1d": 0.026955815803514582, "alpha_spy_p1d": 0.029807995785092523, "alpha_c_p1d": 0.029807995785092523, "bench_spy_p1d": -0.0028521799815779403, "bench_c_p1d": -0.0028521799815779403, "ret_p1w": 0.04058428950177828, "ret_signed_p1w": 0.04058428950177828, "alpha_spy_p1w": 0.04978708821172384, "alpha_c_p1w": 0.04978708821172384, "bench_spy_p1w": -0.009202798709945559, "bench_c_p1w": -0.009202798709945559, "ret_p1m": 0.07770504867049421, "ret_signed_p1m": 0.07770504867049421, "alpha_spy_p1m": 0.03985801299900138, "alpha_c_p1m": 0.03985801299900138, "bench_spy_p1m": 0.037847035671492835, "bench_c_p1m": 0.037847035671492835, "ret_p3m": 0.15284996178696386, "ret_signed_p3m": 0.15284996178696386, "alpha_spy_p3m": 0.0764532880131954, "alpha_c_p3m": 0.0764532880131954, "bench_spy_p3m": 0.07639667377376846, "bench_c_p3m": 0.07639667377376846, "ret_p6m": 0.32580381799473246, "ret_signed_p6m": 0.32580381799473246, "alpha_spy_p6m": 0.1853027288378093, "alpha_c_p6m": 0.1853027288378093, "bench_spy_p6m": 0.14050108915692316, "bench_c_p6m": 0.14050108915692316, "ret_p1y": 0.07928619059458386, "ret_signed_p1y": 0.07928619059458386, "alpha_spy_p1y": -0.18630101764862772, "alpha_c_p1y": -0.18630101764862772, "bench_spy_p1y": 0.2655872082432116, "bench_c_p1y": 0.2655872082432116, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": 0.07928619059458386, "alpha_spy_stated": -0.18630101764862772, "alpha_c_stated": -0.18630101764862772, "price_path": [-0.4005, -0.3507, -0.3423, -0.3683, -0.3517, -0.342, -0.3151, -0.2715, -0.2734, -0.3052, -0.3217, -0.3536, -0.3645, -0.3624, -0.3415, -0.3705, -0.4427, -0.4139, -0.4178, -0.3072, -0.333, -0.3333, -0.3026, -0.2591, -0.3019, -0.2939, -0.2939, -0.3163, -0.2923, -0.2409, -0.1885, -0.1508, -0.1367, -0.126, -0.1082, -0.1251, -0.0642, -0.0681, -0.1803, -0.1681, -0.1029, -0.1168, -0.108, -0.0355, -0.0198, -0.0353, -0.0248, -0.0488, -0.0544, -0.0921, -0.0792, -0.0715, -0.0715, -0.0709, -0.0681, -0.079, -0.0078, -0.0058, 0.0027, -0.0211, -0.0971, -0.0383, -0.0056, 0.0, 0.027, 0.0179, 0.0346, 0.0648, 0.0406, 0.0538, 0.0538, 0.0338, 0.0535, 0.0785, 0.076, 0.0861, -0.0156, 0.0264, -0.016, -0.0052, 0.0117, 0.0117, 0.0475, 0.052, 0.0777, 0.073, 0.0699, 0.123, 0.1187, 0.1363, 0.1595, 0.1559, 0.1429, 0.1224, 0.1643, 0.166, 0.1957, 0.1888, 0.1764, 0.1943, 0.1923, 0.1616, 0.2097, 0.3046, 0.3519, 0.3719, 0.4077, 0.3755, 0.4078, 0.3882, 0.363, 0.334, 0.3104, 0.1878, 0.1747, 0.176, 0.1952, 0.1834, 0.2113, 0.18, 0.1906, 0.18, 0.18, 0.1828, 0.1663, 0.1757, 0.1528, 0.1754, 0.2225, 0.2555, 0.2376, 0.2908, 0.2891, 0.282, 0.2674, 0.3325, 0.3733, 0.3503, 0.3745, 0.352, 0.3487, 0.337, 0.3467, 0.3735, 0.3926, 0.4084, 0.3031, 0.3518, 0.3717, 0.3821, 0.3965, 0.321, 0.3343, 0.3534, 0.3525, 0.3412, 0.3414, 0.3673, 0.3667, 0.3214, 0.3589, 0.3902, 0.4244, 0.4276, 0.497, 0.4649, 0.5094, 0.56, 0.4362, 0.4148, 0.318, 0.3397, 0.4578, 0.4378, 0.3867, 0.2961, 0.3102, 0.2894, 0.2599, 0.2455, 0.1727, 0.166, 0.2217, 0.2315, 0.2482, 0.2482, 0.2684, 0.2611, 0.2852, 0.3258]}
{"unit_id": "quote:1961276565389824165", "ticker_idx": 0, "ts": "2025-08-29T03:55:46+00:00", "symbol": "SOFI", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The last time this happened, it resumed the upper Bollinger Band climb.", "tweet_type": "prediction", "timeline": "weeks", "summary": "Bullish SOFI: bearish candle nullified, bulls back in control, expects resumption of upper Bollinger Band climb.", "resolved_tickers": ["SOFI"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Credit Services'", "bench_c_industry": "Credit Services", "unit_kind": "quote", "lang": "en", "tweet_text": "🟦 $SOFI up +4.3% today and yesterday's (D) PINK candle has been nullified.\n\nBasically, the bears and bulls have exchanged hands. The last time this happened, it resumed the upper Bollinger Band climb.\n\n230+ Daily Smart Candle Alerts. Free Trial:\nhttps://t.co/ZQDP5HCFyq https://t.co/c9Opg5rA2m", "reply_text": null, "parent_text": null, "quoted_text": "🟦 $SOFI Relative Strentgh. Keeps climbing the upper Bollinger Band. Top is nowhere to be seen 💪\n\n2024 (W) BLUE candle = 155% Gains 💸\n2025 (W) BLUE candle = 118% Gains so far\n\n230+ Weekly Smart Candle Alerts. Free Trial:\nhttps://t.co/ZQDP5HCFyq https://t.co/7iIus211ki", "parent_author": null, "ret_m1d": 0.01957713320581833, "ret_signed_m1d": 0.01957713320581833, "alpha_spy_m1d": 0.013577619205580982, "alpha_c_m1d": 0.022170254345689533, "bench_spy_m1d": 0.005999514000237349, "bench_c_m1d": -0.0025931211398712017, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0, "ret_signed_p1d": 0.0, "alpha_spy_p1d": 0.0, "alpha_c_p1d": 0.0, "bench_spy_p1d": 0.0, "bench_c_p1d": 0.0, "ret_p1w": 0.0023492350740639267, "ret_signed_p1w": 0.0023492350740639267, "alpha_spy_p1w": -0.0010457794102596285, "alpha_c_p1w": 0.01938949941456558, "bench_spy_p1w": 0.0033950144843235552, "bench_c_p1w": -0.017040264340501654, "ret_p1m": 0.07870000976825331, "ret_signed_p1m": 0.07870000976825331, "alpha_spy_p1m": 0.04696594730771686, "alpha_c_p1m": 0.07280650697175073, "bench_spy_p1m": 0.03173406246053645, "bench_c_p1m": 0.005893502796502581, "ret_p3m": 0.11550504110582605, "ret_signed_p3m": 0.11550504110582605, "alpha_spy_p3m": 0.058897931732918796, "alpha_c_p3m": 0.1315394126610523, "bench_spy_p3m": 0.05660710937290725, "bench_c_p3m": -0.016034371555226246, "ret_p6m": -0.2866092928650825, "ret_signed_p6m": -0.2866092928650825, "alpha_spy_p6m": -0.35056389589511894, "alpha_c_p6m": -0.23261561723928037, "bench_spy_p6m": 0.06395460303003642, "bench_c_p6m": -0.05399367562580215, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.07870000976825331, "alpha_spy_stated": 0.04696594730771686, "alpha_c_stated": 0.07280650697175073, "price_path": [-0.4652, -0.473, -0.4648, -0.4424, -0.4479, -0.4366, -0.4103, -0.4166, -0.4483, -0.4166, -0.435, -0.3986, -0.3986, -0.4049, -0.3986, -0.3794, -0.3704, -0.3434, -0.3273, -0.287, -0.3093, -0.2905, -0.2729, -0.2729, -0.2467, -0.2189, -0.2083, -0.1789, -0.1699, -0.1648, -0.1793, -0.1625, -0.1351, -0.146, -0.1715, -0.1785, -0.1558, -0.1578, -0.1699, -0.177, -0.1229, -0.1437, -0.1159, -0.1688, -0.146, -0.1566, -0.1597, -0.1355, -0.1347, -0.1222, -0.074, -0.0677, -0.0881, -0.0693, -0.0513, -0.1092, -0.1182, -0.0865, -0.0204, 0.0239, 0.0031, -0.0227, 0.0196, 0.0, 0.0, -0.0247, -0.0411, -0.0063, 0.0023, 0.0164, 0.0168, -0.0008, 0.0164, 0.0395, 0.0834, 0.0736, 0.0626, 0.1006, 0.1554, 0.1672, 0.139, 0.1135, 0.101, 0.0955, 0.0787, 0.0345, 0.0086, 0.0168, -0.0117, 0.0321, 0.1018, 0.0971, 0.1139, 0.0255, 0.0626, 0.0912, 0.0975, 0.0415, 0.0392, 0.1229, 0.1257, 0.0646, 0.0995, 0.1359, 0.1746, 0.2396, 0.2099, 0.1366, 0.1621, 0.1993, 0.15, 0.1774, 0.0634, 0.1045, 0.1958, 0.2118, 0.2612, 0.1116, 0.0893, 0.0587, 0.0274, 0.0462, -0.0247, -0.0137, 0.0728, 0.1092, 0.1155, 0.1155, 0.1637, 0.1366, 0.1554, 0.1382, 0.159, 0.0877, 0.081, 0.0505, 0.0607, 0.0599, 0.0681, 0.011, 0.0407, -0.0106, 0.0294, 0.0666, 0.0709, 0.0646, 0.076, 0.076, 0.0599, 0.0501, 0.0399, 0.0251, 0.0251, 0.0752, 0.1464, 0.0564, 0.0572, 0.0854, 0.0728, 0.0415, 0.0626, 0.0442, 0.0352, 0.0231, 0.0231, -0.002, 0.0039, 0.0215, 0.0121, 0.0102, -0.0031, -0.0368, -0.0462, -0.1069, -0.1355, -0.148, -0.1875, -0.2381, -0.1832, -0.1641, -0.1707, -0.1954, -0.2443, -0.2322, -0.2322, -0.2361, -0.2349, -0.2443, -0.2553, -0.2866]}
{"unit_id": "quote:1959253516653875629", "ticker_idx": 0, "ts": "2025-08-23T13:56:54+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Alex Karp is going after 10x revenue", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish PLTR on Rule of 40 score of 94 and Karp's 10x revenue ambition.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "💯 $PLTR Good day, all Palantir investors and supporters\n\nDon't forget. Rule of 40, Score of 94. Twice the rule and even more.\n\nAlex Karp is going after 10x revenue. https://t.co/CZrcfiKezz", "reply_text": null, "parent_text": null, "quoted_text": "$PLTR valuation makes ZERO sense \n\nBut then why do institutions keep buying it?\nWhat do they know that you don't?\n\nI work in BIG DATA analytics and let me share the secrets of Palantir in the most basic way\n\nPalantir has monopoly on Automated Governance, serving as the ultimate https://t.co/XGLRmO7rq8", "parent_author": null, "ret_m1d": 0.009989230403445903, "ret_signed_m1d": 0.009989230403445903, "alpha_spy_m1d": 0.0055686592927839396, "alpha_c_m1d": 0.0055686592927839396, "bench_spy_m1d": 0.004420571110661964, "bench_c_m1d": 0.004420571110661964, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.023541369162993764, "ret_signed_p1d": 0.023541369162993764, "alpha_spy_p1d": 0.01935440000229338, "alpha_c_p1d": 0.01935440000229338, "bench_spy_p1d": 0.004186969160700382, "bench_c_p1d": 0.004186969160700382, "ret_p1w": -0.0029267128614690607, "ret_signed_p1w": -0.0029267128614690607, "alpha_spy_p1w": -0.006942514803900068, "alpha_c_p1w": -0.006942514803900068, "bench_spy_p1w": 0.004015801942431008, "bench_c_p1w": 0.004015801942431008, "ret_p1m": 0.16148123165040063, "ret_signed_p1m": 0.16148123165040063, "alpha_spy_p1m": 0.1263374896084275, "alpha_c_p1m": 0.1263374896084275, "bench_spy_p1m": 0.035143742041973125, "bench_c_p1m": 0.035143742041973125, "ret_p3m": -0.00906663528891849, "ret_signed_p3m": -0.00906663528891849, "alpha_spy_p3m": -0.027540976343154777, "alpha_c_p3m": -0.027540976343154777, "bench_spy_p3m": 0.018474341054236287, "bench_c_p3m": 0.018474341054236287, "ret_p6m": -0.15365524068101755, "ret_signed_p6m": -0.15365524068101755, "alpha_spy_p6m": -0.22260249120911924, "alpha_c_p6m": -0.22260249120911924, "bench_spy_p6m": 0.06894725052810169, "bench_c_p6m": 0.06894725052810169, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.16148123165040063, "alpha_spy_stated": 0.1263374896084275, "alpha_c_stated": 0.1263374896084275, "price_path": [-0.2126, -0.2217, -0.1615, -0.1599, -0.1527, -0.1728, -0.2371, -0.1874, -0.1598, -0.155, -0.1322, -0.1398, -0.1258, -0.1003, -0.1207, -0.1095, -0.1095, -0.1264, -0.1098, -0.0887, -0.0908, -0.0822, -0.1682, -0.1327, -0.1685, -0.1594, -0.1451, -0.1451, -0.1148, -0.1111, -0.0893, -0.0933, -0.0959, -0.051, -0.0547, -0.0398, -0.0202, -0.0232, -0.0342, -0.0515, -0.0162, -0.0147, 0.0104, 0.0045, -0.0059, 0.0092, 0.0075, -0.0185, 0.0222, 0.1024, 0.1423, 0.1593, 0.1895, 0.1623, 0.1896, 0.1731, 0.1517, 0.1273, 0.1073, 0.0037, -0.0074, -0.0063, 0.01, 0.0, 0.0235, -0.0029, 0.006, -0.0029, -0.0029, -0.0005, -0.0144, -0.0066, -0.0258, -0.0068, 0.033, 0.0609, 0.0457, 0.0907, 0.0893, 0.0833, 0.071, 0.126, 0.1605, 0.141, 0.1615, 0.1425, 0.1397, 0.1298, 0.138, 0.1607, 0.1768, 0.1901, 0.1012, 0.1423, 0.1591, 0.1679, 0.1801, 0.1162, 0.1275, 0.1436, 0.1428, 0.1333, 0.1335, 0.1554, 0.1549, 0.1166, 0.1483, 0.1747, 0.2037, 0.2063, 0.2649, 0.2378, 0.2755, 0.3182, 0.2136, 0.1955, 0.1138, 0.1321, 0.2319, 0.215, 0.1718, 0.0952, 0.1071, 0.0896, 0.0646, 0.0525, -0.0091, -0.0148, 0.0323, 0.0406, 0.0547, 0.0547, 0.0718, 0.0657, 0.086, 0.1203, 0.132, 0.1565, 0.1547, 0.157, 0.1956, 0.1932, 0.168, 0.1659, 0.1946, 0.128, 0.1815, 0.2304, 0.2342, 0.2352, 0.2354, 0.2354, 0.2007, 0.1719, 0.1506, 0.1309, 0.1309, 0.068, 0.1073, 0.1434, 0.1559, 0.1253, 0.1293, 0.1415, 0.1386, 0.1351, 0.1266, 0.0877, 0.0877, 0.0723, 0.0519, 0.0555, 0.0791, 0.0655, 0.0543, 0.0011, -0.0338, -0.0673, -0.0599, 0.0045, -0.1122, -0.1728, -0.1353, -0.0907, -0.1124, -0.1367, -0.1784, -0.1639, -0.1639, -0.1537]}
{"unit_id": "orig:1961290122902794483", "ticker_idx": 0, "ts": "2025-08-29T04:49:38+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "This was a phenomenal quarter. We continue to see the astonishing impact of AI leverage. Our Rule of 40 score was 94%, once again obliterating the metric. Year-over-year growth in our U.S. business surged to 68%, and year-over-year growth in U.S. commercial climbed to 93%. We are guiding to the highest sequential quarterly revenue growth in our company's history, representing 50% year-over-year growth", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Shares Karp's blowout quarter highlights — 94% Rule of 40, 68% US growth, 93% US commercial growth, record sequential guidance — implying durable bullish outlook.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "original", "lang": "en", "tweet_text": "$PLTR In case you forgot\n\n“This was a phenomenal quarter. We continue to see the astonishing impact of AI leverage. Our Rule of 40 score was 94%, once again obliterating the metric. Year-over-year growth in our U.S. business surged to 68%, and year-over-year growth in U.S. commercial climbed to 93%. We are guiding to the highest sequential quarterly revenue growth in our company’s history, representing 50% year-over-year growth,” -Alex C. 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{"unit_id": "orig:1950026817928147245", "ticker_idx": 0, "ts": "2025-07-29T02:53:17+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I think the market is acknowledging that Tesla is a physical AI company, likely the ONLY one capable of scaling up", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long TSLA: market correctly pricing it as the only scalable physical AI company, not a traditional automaker.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "original", "lang": "en", "tweet_text": "If $TSLA were viewed as a traditional car company, its stock would be worth ~$25.70, yet the stock price is $326 despite declining automotive revenue.\n\nI think the market is acknowledging that Tesla is a physical AI company, likely the ONLY one capable of scaling up.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.013667446961458385, "ret_signed_m1d": 0.013667446961458385, "alpha_spy_m1d": 0.011022809613571827, "alpha_c_m1d": 0.006722381153180912, "bench_spy_m1d": 0.002644637347886558, "bench_c_m1d": 0.006945065808277473, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.006724793213012448, "ret_signed_p1d": -0.006724793213012448, "alpha_spy_p1d": -0.005465423591428542, "alpha_c_p1d": -0.00040304993632123143, "bench_spy_p1d": -0.0012593696215839056, "bench_c_p1d": -0.006321743276691216, "ret_p1w": -0.03885432911591569, "ret_signed_p1w": -0.03885432911591569, "alpha_spy_p1w": -0.027378561441050664, "alpha_c_p1w": -0.013433723325827818, "bench_spy_p1w": -0.011475767674865023, "bench_c_p1w": -0.02542060579008787, "ret_p1m": 0.08841840852166283, "ret_signed_p1m": 0.08841840852166283, "alpha_spy_p1m": 0.07052018606495758, "alpha_c_p1m": 0.047772028875453953, "bench_spy_p1m": 0.01789822245670525, "bench_c_p1m": 0.040646379646208874, "ret_p3m": 0.35031128498571307, "ret_signed_p3m": 0.35031128498571307, "alpha_spy_p3m": 0.2812566602655231, "alpha_c_p3m": 0.29039153990100997, "bench_spy_p3m": 0.06905462472018997, "bench_c_p3m": 0.0599197450847031, "ret_p6m": 0.34321290798494486, "ret_signed_p6m": 0.34321290798494486, "alpha_spy_p6m": 0.25809636626599475, "alpha_c_p6m": 0.25822375366007577, "bench_spy_p6m": 0.08511654171895011, "bench_c_p6m": 0.08498915432486909, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.08841840852166283, "alpha_spy_stated": 0.07052018606495758, "alpha_c_stated": 0.047772028875453953, "price_path": [-0.1267, -0.1058, -0.1275, -0.1427, -0.14, -0.1133, -0.0714, -0.0088, 0.0401, 0.0824, 0.0673, 0.0896, 0.065, 0.0704, 0.0418, 0.0618, 0.0565, 0.0565, 0.1298, 0.1111, 0.1159, 0.0786, 0.0669, 0.0718, 0.0338, -0.1136, -0.0811, -0.0393, 0.0152, 0.0163, -0.0065, 0.0128, 0.0247, -0.0151, 0.0026, 0.0026, 0.003, 0.0856, 0.06, 0.0198, 0.0143, 0.0076, -0.011, -0.0638, -0.0173, -0.0182, -0.0182, -0.0849, -0.0728, -0.0788, -0.0353, -0.0239, -0.0134, -0.0324, 0.0015, -0.0056, 0.0263, 0.0227, 0.034, 0.0354, -0.0495, -0.016, 0.0137, 0.0, -0.0067, -0.0403, -0.0578, -0.0372, -0.0389, -0.004, 0.0033, 0.0263, 0.0555, 0.0611, 0.0566, 0.0448, 0.0291, 0.0435, 0.0252, 0.0084, -0.0034, 0.0586, 0.0791, 0.0949, 0.0884, 0.0771, 0.0394, 0.0394, 0.0254, 0.0401, 0.054, 0.0923, 0.0785, 0.0802, 0.0828, 0.1482, 0.2327, 0.2766, 0.3126, 0.3258, 0.2978, 0.3265, 0.3518, 0.3258, 0.3785, 0.3182, 0.3711, 0.3799, 0.3846, 0.4304, 0.3574, 0.3382, 0.4111, 0.3483, 0.3658, 0.356, 0.2873, 0.3571, 0.3364, 0.3548, 0.3348, 0.3677, 0.393, 0.378, 0.3667, 0.3978, 0.3503, 0.4085, 0.4338, 0.4368, 0.3702, 0.4214, 0.4582, 0.3831, 0.4386, 0.3883, 0.3372, 0.3861, 0.3687, 0.3406, 0.2515, 0.2589, 0.2731, 0.2492, 0.2578, 0.2305, 0.2176, 0.3007, 0.3057, 0.3281, 0.3281, 0.3393, 0.3392, 0.3364, 0.3908, 0.4151, 0.4166, 0.3686, 0.386, 0.4055, 0.3913, 0.4289, 0.4798, 0.5252, 0.4547, 0.5049, 0.4981, 0.5216, 0.5117, 0.5112, 0.5112, 0.4794, 0.431, 0.4148, 0.4001, 0.4001, 0.3639, 0.4062, 0.3479, 0.3431, 0.3568, 0.3855, 0.3978, 0.3923, 0.3674, 0.3654, 0.3621, 0.3621, 0.3053, 0.3432]}
{"unit_id": "reply:1927229375751037317", "ticker_idx": 0, "ts": "2025-05-27T05:04:24+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Bullish", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Endorses parent's bullish PLTR stance.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@Ravninvest @BainandCompany Bullish", "reply_text": null, "parent_text": "@TradexWhisperer @BainandCompany The deals are flooding in! $PLTR \n- FOREVER LONG 🟢", "quoted_text": null, "parent_author": "Ravninvest", "ret_m1d": -0.0006483656005382699, "ret_signed_m1d": -0.0006483656005382699, "alpha_spy_m1d": 0.01971876563750885, "alpha_c_m1d": 0.01971876563750885, "bench_spy_m1d": -0.02036713123804712, "bench_c_m1d": -0.02036713123804712, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.002998644528829475, "ret_signed_p1d": 0.002998644528829475, "alpha_spy_p1d": 0.00878409626982568, "alpha_c_p1d": 0.00878409626982568, "bench_spy_p1d": -0.005785451740996206, "bench_c_p1d": -0.005785451740996206, "ret_p1w": 0.07926087063517206, "ret_signed_p1w": 0.07926087063517206, "alpha_spy_p1w": 0.07090438621140449, "alpha_c_p1w": 0.07090438621140449, "bench_spy_p1w": 0.008356484423767574, "bench_c_p1w": 0.008356484423767574, "ret_p1m": 0.15811649731212074, "ret_signed_p1m": 0.15811649731212074, "alpha_spy_p1m": 0.12806517088917935, "alpha_c_p1m": 0.12806517088917935, "bench_spy_p1m": 0.030051326422941393, "bench_c_p1m": 0.030051326422941393, "ret_p3m": 0.286490041967544, "ret_signed_p3m": 0.286490041967544, "alpha_spy_p3m": 0.191644943650358, "alpha_c_p3m": 0.191644943650358, "bench_spy_p3m": 0.09484509831718602, "bench_c_p3m": 0.09484509831718602, "ret_p6m": 0.34062727115000624, "ret_signed_p6m": 0.34062727115000624, "alpha_spy_p6m": 0.21327990553713905, "alpha_c_p6m": 0.21327990553713905, "bench_spy_p6m": 0.1273473656128672, "bench_c_p6m": 0.1273473656128672, "ret_p1y": 0.08379930617584619, "ret_signed_p1y": 0.08379930617584619, "alpha_spy_p1y": -0.19632693366477416, "alpha_c_p1y": -0.19632693366477416, "bench_spy_p1y": 0.28012623984062035, "bench_c_p1y": 0.28012623984062035, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.15811649731212074, "alpha_spy_stated": 0.12806517088917935, "alpha_c_stated": 0.12806517088917935, "price_path": [-0.313, -0.3118, -0.3239, -0.316, -0.2696, -0.3479, -0.3119, -0.381, -0.3675, -0.3221, -0.3547, -0.3011, -0.2921, -0.3201, -0.3022, -0.2918, -0.2628, -0.2159, -0.2179, -0.2521, -0.2699, -0.3042, -0.316, -0.3137, -0.2913, -0.3225, -0.4002, -0.3692, -0.3734, -0.2543, -0.282, -0.2824, -0.2494, -0.2025, -0.2486, -0.24, -0.24, -0.2641, -0.2383, -0.1829, -0.1265, -0.086, -0.0708, -0.0592, -0.0401, -0.0583, 0.0072, 0.0031, -0.1178, -0.1046, -0.0344, -0.0494, -0.04, 0.0382, 0.055, 0.0383, 0.0497, 0.0238, 0.0178, -0.0228, -0.0089, -0.0006, -0.0006, 0.0, 0.003, -0.0087, 0.068, 0.0701, 0.0793, 0.0537, -0.0282, 0.0351, 0.0703, 0.0763, 0.1054, 0.0956, 0.1135, 0.146, 0.12, 0.1343, 0.1343, 0.1127, 0.134, 0.1608, 0.1581, 0.1691, 0.0596, 0.1048, 0.0591, 0.0708, 0.0889, 0.0889, 0.1275, 0.1323, 0.16, 0.1549, 0.1516, 0.2088, 0.2041, 0.223, 0.248, 0.2442, 0.2302, 0.2081, 0.2532, 0.255, 0.287, 0.2795, 0.2662, 0.2854, 0.2833, 0.2503, 0.3021, 0.4042, 0.4551, 0.4766, 0.5152, 0.4805, 0.5153, 0.4942, 0.4671, 0.4359, 0.4104, 0.2785, 0.2644, 0.2657, 0.2865, 0.2738, 0.3038, 0.2701, 0.2815, 0.27, 0.27, 0.2731, 0.2554, 0.2654, 0.2409, 0.2651, 0.3158, 0.3513, 0.332, 0.3893, 0.3876, 0.3799, 0.3642, 0.4342, 0.4782, 0.4534, 0.4795, 0.4552, 0.4517, 0.4391, 0.4496, 0.4784, 0.4989, 0.5159, 0.4026, 0.455, 0.4764, 0.4876, 0.5031, 0.4218, 0.4362, 0.4567, 0.4557, 0.4436, 0.4438, 0.4717, 0.471, 0.4222, 0.4627, 0.4963, 0.5332, 0.5366, 0.6112, 0.5767, 0.6247, 0.6791, 0.5458, 0.5228, 0.4187, 0.442, 0.5691, 0.5476, 0.4926, 0.3951, 0.4102, 0.3879, 0.3561, 0.3406]}
{"unit_id": "quote:1963089711133835751", "ticker_idx": 0, "ts": "2025-09-03T04:00:34+00:00", "symbol": "RDDT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The fact that Reddit surpasses Wikipedia, a vast repository of knowledge, speaks volumes. Community-driven knowledge will be the niche expertise that all LLMs need to be trained on", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish RDDT: community-driven, real-time human-experience data is uniquely valuable for LLM training, positioning Reddit as indispensable AI training data source.", "resolved_tickers": ["RDDT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "quote", "lang": "en", "tweet_text": "$RDDT The fact that Reddit surpasses Wikipedia, a vast repository of knowledge, speaks volumes. \n\nCommunity-driven knowledge will be the niche expertise that all LLMs need to be trained on, things like a community's consensus on new niche products (e.g., studio headphones) or practical solutions for challenges like infant feeding or toddler education, and so on. \n\nThis isn't about articles written by individuals but rather a community-driven consensus shaped by comments, upvotes, and most importantly their human experiences written in conviction.\n\nFor LLMs to become truly human-like, they need to train on this living, real-time human-experience input, not static or outdated data.\n\nI've spoken.", "reply_text": null, "parent_text": null, "quoted_text": "$RDDT Data Licensing is relatively small revenue figures but remarkably high margins (>90%).\n\nThis high-margin revenue stream, combined with the future growth in the AI training data market and also advertising, positions Reddit favorably.", "parent_author": null, "ret_m1d": -0.01380300187989325, "ret_signed_m1d": -0.01380300187989325, "alpha_spy_m1d": -0.008412668875437124, "alpha_c_m1d": 0.0026483730379660564, "bench_spy_m1d": -0.005390333004456127, "bench_c_m1d": -0.016451374917859307, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 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{"unit_id": "orig:1947481888492540320", "ticker_idx": 0, "ts": "2025-07-22T02:20:39+00:00", "symbol": "ETH-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": false, "explicit_audit": "flipped_to_implicit", "polarity_reversed": false, "quote": "about to challenge prior highs", "tweet_type": "prediction", "timeline": "weeks", "summary": "Bullish ETH on weekly timeframe; rare blue candle signal, +122% gains, price about to challenge prior highs.", "resolved_tickers": ["ETH-USD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": null, "bench_c_reason": "no_country_fallback (all FX/crypto/index)", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "🟦 $ETH (W) BLUE candles come only once every 6 months. +122% gains and about to challenge prior highs.\n\nYou snooze, you lose\n\n200+ (W) BLUE Candle Alerts:\nhttps://t.co/ZQDP5HCFyq https://t.co/RUnrb9XtMK", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.003794419301273111, "ret_signed_m1d": 0.003794419301273111, "alpha_spy_m1d": 0.003937496106138472, "alpha_c_m1d": null, "bench_spy_m1d": -0.00014307680486536078, "bench_c_m1d": null, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": null, "bench_spy_t0": 0.0, "bench_c_t0": null, "ret_p1d": -0.03185843128317001, "ret_signed_p1d": -0.03185843128317001, "alpha_spy_p1d": -0.04036580950277835, "alpha_c_p1d": null, "bench_spy_p1d": 0.008507378219608341, "bench_c_p1d": null, "ret_p1w": 0.011818513333116343, "ret_signed_p1w": 0.011818513333116343, "alpha_spy_p1w": 0.001641415062216156, "alpha_c_p1w": null, "bench_spy_p1w": 0.010177098270900187, "bench_c_p1w": null, "ret_p1m": 0.15613023800996317, "ret_signed_p1m": 0.15613023800996317, "alpha_spy_p1m": 0.14142119666479003, "alpha_c_p1m": null, "bench_spy_p1m": 0.014709041345173146, "bench_c_p1m": null, "ret_p3m": 0.02224862436101982, "ret_signed_p3m": 0.02224862436101982, "alpha_spy_p3m": -0.037179474686989566, "alpha_c_p3m": null, "bench_spy_p3m": 0.059428099048009386, "bench_c_p3m": null, "ret_p6m": -0.10520339921206001, "ret_signed_p6m": -0.10520339921206001, "alpha_spy_p6m": -0.20929570004114995, "alpha_c_p6m": null, "bench_spy_p6m": 0.10409230082908993, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.15613023800996317, "alpha_spy_stated": 0.14142119666479003, "alpha_c_stated": null, "price_path": [-0.5279, -0.5235, -0.5202, -0.5201, -0.5216, -0.5094, -0.5085, -0.5146, -0.5159, -0.5168, -0.4115, -0.3744, -0.3341, -0.2851, -0.3038, -0.3207, -0.3235, -0.3254, -0.3267, -0.3192, -0.2894, -0.3261, -0.3161, -0.2897, -0.2846, -0.2978, -0.3252, -0.3046, -0.3083, -0.3042, -0.3555, -0.3393, -0.2848, -0.2496, -0.2602, -0.2927, -0.312, -0.3224, -0.3303, -0.3267, -0.3274, -0.3579, -0.354, -0.347, -0.3547, -0.3555, -0.3535, -0.3368, -0.3583, -0.3142, -0.3089, -0.3309, -0.3217, -0.3024, -0.261, -0.2119, -0.2111, -0.1963, -0.1625, -0.1007, -0.0726, -0.0534, 0.0038, 0.0, -0.0319, -0.011, -0.0058, 0.0102, 0.0118, 0.0158, -0.014, -0.0696, -0.008, -0.0366, -0.0174, 0.0441, 0.0695, 0.1274, 0.2245, 0.2686, 0.2131, 0.1843, 0.1503, 0.0865, 0.1561, 0.1264, 0.2887, 0.1664, 0.2271, 0.2012, 0.2022, 0.163, 0.1508, 0.1537, 0.187, 0.1466, 0.1488, 0.1491, 0.1493, 0.16, 0.1899, 0.2577, 0.2074, 0.2012, 0.225, 0.2243, 0.1925, 0.121, 0.1111, 0.1078, 0.0318, 0.0765, 0.1249, 0.1058, 0.1606, 0.1971, 0.2042, 0.2504, 0.1872, 0.2076, 0.1654, 0.025, 0.1324, 0.1004, 0.0636, 0.0388, 0.0222, 0.0618, 0.034, 0.0157, 0.0285, 0.0495, 0.0989, 0.0622, 0.0411, 0.0147, 0.0261, -0.0392, -0.1218, -0.0864, -0.1165, -0.0837, -0.0482, -0.0891, -0.0896, -0.1377, -0.1721, -0.1933, -0.167, -0.1937, -0.2447, -0.2623, -0.2124, -0.211, -0.1924, -0.1959, -0.1912, -0.2531, -0.2004, -0.1487, -0.164, -0.1933, -0.1664, -0.1142, -0.113, -0.1366, -0.1774, -0.2094, -0.2094, -0.2448, -0.2459, -0.2057, -0.1982, -0.2096, -0.2143, -0.2255, -0.2196, -0.2173, -0.2074, -0.2086, -0.1997, -0.1666, -0.1395, -0.1209, -0.1553, -0.172, -0.1777, -0.1752, -0.1139, -0.1052]}
{"unit_id": "reply:1946629422284775430", "ticker_idx": 0, "ts": "2025-07-19T17:53:15+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "My exact price target is still $167.", "tweet_type": "prediction", "timeline": "weeks", "summary": "Reaffirms $167 price target on PLTR based on technicals and fundamentals.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@LifeAsterisk @McNamaraband23 I am glad you remember that. I appreciate it. It was based on technicals but tying it to the fundamentals. My exact price target is still $167.", "reply_text": null, "parent_text": "@TradexWhisperer @McNamaraband23 I think your $167 claim on $Pltr will happen within 2 weeks", "quoted_text": null, "parent_author": "LifeAsterisk", "ret_m1d": 0.011397398134585623, "ret_signed_m1d": 0.011397398134585623, "alpha_spy_m1d": 0.013289952885243483, "alpha_c_m1d": 0.013289952885243483, "bench_spy_m1d": -0.00189255475065786, "bench_c_m1d": -0.00189255475065786, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.017919402346811664, "ret_signed_p1d": -0.017919402346811664, "alpha_spy_p1d": -0.018062499625578488, "alpha_c_p1d": -0.018062499625578488, "bench_spy_p1d": 0.00014309727876682388, "bench_c_p1d": 0.00014309727876682388, "ret_p1w": 0.04012129828084032, "ret_signed_p1w": 0.04012129828084032, "alpha_spy_p1w": 0.02712771204220532, "alpha_c_p1w": 0.02712771204220532, "bench_spy_p1w": 0.012993586238635002, "bench_c_p1w": 0.012993586238635002, "ret_p1m": 0.039264819668528794, "ret_signed_p1m": 0.039264819668528794, "alpha_spy_p1m": 0.021706842451617803, "alpha_c_p1m": 0.021706842451617803, "bench_spy_p1m": 0.01755797721691099, "bench_c_p1m": 0.01755797721691099, "ret_p3m": 0.17346335724135065, "ret_signed_p3m": 0.17346335724135065, "alpha_spy_p3m": 0.1198642005927204, "alpha_c_p3m": 0.1198642005927204, "bench_spy_p3m": 0.05359915664863024, "bench_c_p3m": 0.05359915664863024, "ret_p6m": 0.17899739527965686, "ret_signed_p6m": 0.17899739527965686, "alpha_spy_p6m": 0.06929262223949828, "alpha_c_p6m": 0.06929262223949828, "bench_spy_p6m": 0.10970477304015858, "bench_c_p6m": 0.10970477304015858, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.039264819668528794, "alpha_spy_stated": 0.021706842451617803, "alpha_c_stated": 0.021706842451617803, "price_path": [-0.3358, -0.2899, -0.257, -0.2447, -0.2353, -0.2197, -0.2345, -0.1812, -0.1846, -0.2828, -0.2722, -0.215, -0.2272, -0.2196, -0.1561, -0.1424, -0.1559, -0.1467, -0.1677, -0.1726, -0.2056, -0.1943, -0.1876, -0.1876, -0.1871, -0.1847, -0.1941, -0.1318, -0.1301, -0.1227, -0.1435, -0.21, -0.1586, -0.13, -0.125, -0.1015, -0.1094, -0.0948, -0.0684, -0.0895, -0.0779, -0.0779, -0.0955, -0.0782, -0.0564, -0.0586, -0.0497, -0.1387, -0.1019, -0.1391, -0.1296, -0.1148, -0.1148, -0.0835, -0.0796, -0.0571, -0.0612, -0.0638, -0.0174, -0.0211, -0.0058, 0.0145, 0.0114, 0.0, -0.0179, 0.0187, 0.0202, 0.0462, 0.0401, 0.0293, 0.0449, 0.0432, 0.0163, 0.0584, 0.1415, 0.1828, 0.2003, 0.2317, 0.2035, 0.2318, 0.2146, 0.1926, 0.1672, 0.1465, 0.0393, 0.0278, 0.0289, 0.0458, 0.0354, 0.0598, 0.0325, 0.0417, 0.0324, 0.0324, 0.0349, 0.0205, 0.0287, 0.0087, 0.0284, 0.0696, 0.0985, 0.0828, 0.1294, 0.1279, 0.1217, 0.109, 0.1659, 0.2016, 0.1814, 0.2026, 0.183, 0.1801, 0.1698, 0.1783, 0.2018, 0.2185, 0.2323, 0.1402, 0.1828, 0.2001, 0.2093, 0.2219, 0.1558, 0.1675, 0.1841, 0.1833, 0.1735, 0.1737, 0.1963, 0.1958, 0.1561, 0.189, 0.2164, 0.2463, 0.2491, 0.3098, 0.2817, 0.3207, 0.3649, 0.2566, 0.2379, 0.1532, 0.1722, 0.2755, 0.2581, 0.2133, 0.1341, 0.1464, 0.1282, 0.1024, 0.0898, 0.0261, 0.0202, 0.0689, 0.0775, 0.0921, 0.0921, 0.1098, 0.1034, 0.1245, 0.16, 0.1721, 0.1974, 0.1957, 0.198, 0.238, 0.2355, 0.2094, 0.2073, 0.2369, 0.168, 0.2233, 0.274, 0.2779, 0.2789, 0.2792, 0.2792, 0.2432, 0.2134, 0.1914, 0.171, 0.171, 0.1059, 0.1466, 0.1839, 0.1969, 0.1652, 0.1693, 0.182, 0.179]}
{"unit_id": "quote:1960802559192654218", "ticker_idx": 0, "ts": "2025-08-27T20:32:14+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$NVDA Seems fine? Market is over-reacting.", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Market overreacting to NVDA results; guidance beat on sales and margins implies upside from current dip.", "resolved_tickers": ["NVDA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$NVDA Seems fine? Market is over-reacting.\n\nQ3 Guidance \n• Sales $54B vs Est. $52.5B \n• Gross Margins 74% vs. Est. 72%", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.007936962915950252, "ret_signed_m1d": 0.007936962915950252, "alpha_spy_m1d": 0.011465790327123027, "alpha_c_m1d": 0.012018873577487543, "bench_spy_m1d": -0.0035288274111727747, "bench_c_m1d": -0.004081910661537291, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03324642068345807, "ret_signed_p1d": -0.03324642068345807, "alpha_spy_p1d": -0.02728268619179719, "alpha_c_p1d": -0.004505889798472218, "bench_spy_p1d": -0.005963734491660877, "bench_c_p1d": -0.02874053088498585, "ret_p1w": -0.0472332062066928, "ret_signed_p1w": -0.0472332062066928, "alpha_spy_p1w": -0.047541421089049574, "alpha_c_p1w": -0.017053820505927075, "bench_spy_p1w": 0.0003082148823567721, "bench_c_p1w": -0.030179385700765726, "ret_p1m": -0.010933846543683012, "ret_signed_p1m": -0.010933846543683012, "alpha_spy_p1m": -0.03364056282270678, "alpha_c_p1m": -0.08768714357788854, "bench_spy_p1m": 0.022706716279023764, "bench_c_p1m": 0.07675329703420553, "ret_p3m": -0.012987626438315858, "ret_signed_p3m": -0.012987626438315858, "alpha_spy_p3m": -0.056092347888997085, "alpha_c_p3m": -0.15060147090925413, "bench_spy_p3m": 0.04310472145068123, "bench_c_p3m": 0.13761384447093827, "ret_p6m": 0.05367863882341095, "ret_signed_p6m": 0.05367863882341095, "alpha_spy_p6m": -0.01484187553501859, "alpha_c_p6m": -0.3392597264048105, "bench_spy_p6m": 0.06852051435842954, "bench_c_p6m": 0.39293836522822145, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.010933846543683012, "alpha_spy_stated": -0.03364056282270678, "alpha_c_stated": -0.08768714357788854, "price_path": [-0.2376, -0.2162, -0.2124, -0.2231, -0.2135, -0.2084, -0.201, -0.2072, -0.1952, -0.212, -0.1969, -0.2001, -0.1925, -0.1925, -0.2016, -0.1998, -0.1791, -0.1435, -0.1396, -0.1244, -0.1231, -0.1491, -0.1272, -0.1156, -0.1156, -0.1217, -0.1119, -0.096, -0.0892, -0.0846, -0.0894, -0.0526, -0.0488, -0.0398, -0.0431, -0.0488, -0.0729, -0.0521, -0.0357, -0.037, -0.019, -0.0259, -0.005, -0.0128, -0.0358, -0.0009, -0.0106, -0.0042, 0.0033, 0.014, 0.0105, 0.0166, 0.0079, 0.0103, 0.0016, 0.0102, -0.0251, -0.0265, -0.0288, -0.0121, -0.002, 0.0089, 0.0079, 0.0, -0.0332, -0.0332, -0.0521, -0.053, -0.0472, -0.073, -0.0658, -0.0522, -0.0158, -0.0166, -0.013, -0.0134, -0.0293, -0.0548, -0.0218, -0.0194, 0.0192, -0.0096, -0.0177, -0.0137, -0.0109, 0.0094, 0.0356, 0.0393, 0.0485, 0.0414, 0.0299, 0.0271, 0.0497, 0.0689, 0.0167, 0.0453, -0.0007, -0.0018, 0.0092, 0.017, 0.0138, 0.0056, 0.0007, 0.0111, 0.0339, 0.0629, 0.1158, 0.1492, 0.1262, 0.1239, 0.1483, 0.1029, 0.0835, 0.044, 0.0444, 0.1049, 0.0722, 0.0757, 0.0372, 0.0556, 0.0357, 0.0067, 0.0353, 0.0027, -0.0071, 0.0133, -0.013, 0.0006, 0.0006, -0.0175, -0.0013, 0.0072, -0.0032, 0.0179, 0.0125, 0.03, 0.0268, 0.0202, 0.0043, -0.0285, -0.0214, -0.0135, -0.0511, -0.0334, 0.0047, 0.0197, 0.0503, 0.047, 0.047, 0.0576, 0.0448, 0.041, 0.0352, 0.0352, 0.0483, 0.0442, 0.0394, 0.0497, 0.0271, 0.0261, 0.0266, 0.0314, 0.0166, 0.0383, 0.0338, 0.0338, -0.0115, 0.0176, 0.026, 0.0417, 0.0351, 0.0465, 0.0631, 0.0686, 0.061, 0.0303, 0.0011, -0.0331, -0.0459, 0.0292, 0.0549, 0.0466, 0.055, 0.0377, 0.0148, 0.0148, 0.0268, 0.0435, 0.043, 0.0537]}
{"unit_id": "quote:1933026760322658755", "ticker_idx": 0, "ts": "2025-06-12T05:01:08+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "My Price Target? $167 by next earnings", "tweet_type": "prediction", "timeline": "weeks", "summary": "Long PLTR with $167 price target by next earnings after hitting all-time-high closing price.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "🎯 $PLTR ACHIEVED ALL-TIME-HIGH CLOSING PRICE TODAY.\n\nMy Price Target? $167 by next earnings https://t.co/qbpkxwMRsw", "reply_text": null, "parent_text": null, "quoted_text": "🟦 $PLTR EVERY SINGLE BULLISH BLUE CANDLE (W) ALERTS HAVE YIELDED AT LEAST 50% RETURNS \n\nYeah, valuation is high but we don't care, we trust our data-driven Smart Blue/Pink Candle system.\n\n✨Join our community for just $0.67/day\n✨ Free Trial is also available ! https://t.co/qijzm8uj26", "parent_author": null, "ret_m1d": 0.008876373449007824, "ret_signed_m1d": 0.008876373449007824, "alpha_spy_m1d": 0.012834916896928505, "alpha_c_m1d": 0.012834916896928505, "bench_spy_m1d": -0.003958543447920682, "bench_c_m1d": -0.003958543447920682, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.016347299468656873, "ret_signed_p1d": 0.016347299468656873, "alpha_spy_p1d": 0.027527360399922318, "alpha_c_p1d": 0.027527360399922318, "bench_spy_p1d": -0.011180060931265445, "bench_c_p1d": -0.011180060931265445, "ret_p1w": 0.03528370579420881, "ret_signed_p1w": 0.03528370579420881, "alpha_spy_p1w": 0.045734879691892716, "alpha_c_p1w": 0.045734879691892716, "bench_spy_p1w": -0.010451173897683907, "bench_c_p1w": -0.010451173897683907, "ret_p1m": 0.051113274186856295, "ret_signed_p1m": 0.051113274186856295, "alpha_spy_p1m": 0.015148696251404692, "alpha_c_p1m": 0.015148696251404692, "bench_spy_p1m": 0.0359645779354516, "bench_c_p1m": 0.0359645779354516, "ret_p3m": 0.20097638640639337, "ret_signed_p3m": 0.20097638640639337, "alpha_spy_p3m": 0.12064073341485027, "alpha_c_p3m": 0.12064073341485027, "bench_spy_p3m": 0.0803356529915431, "bench_c_p3m": 0.0803356529915431, "ret_p6m": 0.3444780769614524, "ret_signed_p6m": 0.3444780769614524, "alpha_spy_p6m": 0.20224402487647675, "alpha_c_p6m": 0.20224402487647675, "bench_spy_p6m": 0.14223405208497564, "bench_c_p6m": 0.14223405208497564, "ret_p1y": 0.18832747241137837, "ret_signed_p1y": 0.18832747241137837, "alpha_spy_p1y": -0.0824562133950486, "alpha_c_p1y": -0.0824562133950486, "bench_spy_p1y": 0.270783685806427, "bench_c_p1y": 0.270783685806427, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.051113274186856295, "alpha_spy_stated": 0.015148696251404692, "alpha_c_stated": 0.015148696251404692, "price_path": [-0.3539, -0.3795, -0.3631, -0.3536, -0.3272, -0.2843, -0.2862, -0.3174, -0.3336, -0.365, -0.3757, -0.3736, -0.3531, -0.3816, -0.4525, -0.4242, -0.4281, -0.3194, -0.3447, -0.345, -0.3149, -0.2721, -0.3142, -0.3063, -0.3063, -0.3284, -0.3048, -0.2542, -0.2028, -0.1658, -0.1519, -0.1414, -0.1239, -0.1405, -0.0807, -0.0845, -0.1948, -0.1828, -0.1186, -0.1323, -0.1238, -0.0524, -0.0371, -0.0523, -0.0419, -0.0655, -0.071, -0.1081, -0.0954, -0.0879, -0.0879, -0.0873, -0.0845, -0.0952, -0.0252, -0.0233, -0.0149, -0.0383, -0.113, -0.0553, -0.0232, -0.0176, 0.0089, 0.0, 0.0163, 0.046, 0.0223, 0.0353, 0.0353, 0.0156, 0.035, 0.0595, 0.057, 0.067, -0.0329, 0.0084, -0.0334, -0.0227, -0.0061, -0.0061, 0.0291, 0.0334, 0.0587, 0.0541, 0.0511, 0.1033, 0.099, 0.1163, 0.1391, 0.1356, 0.1228, 0.1027, 0.1438, 0.1455, 0.1746, 0.1678, 0.1557, 0.1732, 0.1713, 0.1411, 0.1884, 0.2817, 0.3281, 0.3477, 0.3829, 0.3513, 0.383, 0.3638, 0.339, 0.3105, 0.2873, 0.1669, 0.154, 0.1553, 0.1742, 0.1626, 0.19, 0.1593, 0.1696, 0.1592, 0.1592, 0.162, 0.1458, 0.155, 0.1326, 0.1547, 0.201, 0.2334, 0.2158, 0.2681, 0.2664, 0.2594, 0.2451, 0.309, 0.3491, 0.3265, 0.3503, 0.3282, 0.325, 0.3135, 0.323, 0.3494, 0.3681, 0.3836, 0.2802, 0.328, 0.3475, 0.3578, 0.3719, 0.2977, 0.3108, 0.3295, 0.3286, 0.3176, 0.3178, 0.3432, 0.3426, 0.2981, 0.335, 0.3657, 0.3994, 0.4025, 0.4706, 0.4391, 0.4829, 0.5325, 0.4109, 0.3899, 0.2948, 0.3161, 0.4321, 0.4125, 0.3623, 0.2733, 0.2872, 0.2667, 0.2377, 0.2236, 0.152, 0.1454, 0.2002, 0.2098, 0.2262, 0.2262, 0.246, 0.2389, 0.2626, 0.3025, 0.3161, 0.3445]}
{"unit_id": "quote:1932444806514635149", "ticker_idx": 0, "ts": "2025-06-10T14:28:39+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$RKLB Price Target Raised to $35 at Cantor Fitzgerald", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Shares Cantor Fitzgerald PT raise on RKLB to $35 from $29, implicitly endorsing bullish stance.", "resolved_tickers": ["RKLB"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "quote", "lang": "en", "tweet_text": "🚨 JUST IN: $RKLB Price Target Raised to $35 at Cantor Fitzgerald\n\nCantor Fitzgerald analyst Andres Sheppard raised the price target on Rocket Lab USA (NASDAQ: RKLB) to $35.00 (from $29.00)\n\n🚀🌕 https://t.co/IqPlBtJzAy", "reply_text": null, "parent_text": null, "quoted_text": "It's 2025 and NEUTRON is coming\n\nSingle Neutron launch: $55M\nLast quarter revenue: $106M\n\n$RKLB forecasts that Neutron will be capable of launching 98% of all payloads through 2029. Two dedicated Neutron launches are already booked for 2026 & 2027.\n\nNeutron is reusable rocket https://t.co/9kypR65W3S", "parent_author": null, "ret_m1d": 0.09090906538162247, "ret_signed_m1d": 0.09090906538162247, "alpha_spy_m1d": 0.09654692134607157, "alpha_c_m1d": 0.0865390803400039, "bench_spy_m1d": -0.005637855964449101, "bench_c_m1d": 0.004369985041618563, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.006993026629521282, "ret_signed_p1d": 0.006993026629521282, "alpha_spy_p1d": 0.009845206611099222, "alpha_c_p1d": 0.006507532474430144, "bench_spy_p1d": -0.0028521799815779403, "bench_c_p1d": 0.00048549415509113736, "ret_p1w": -0.02760397489488342, "ret_signed_p1w": -0.02760397489488342, "alpha_spy_p1w": -0.018401176184937862, "alpha_c_p1w": -0.01636717772831975, "bench_spy_p1w": -0.009202798709945559, "bench_c_p1w": -0.011236797166563672, "ret_p1m": 0.4405594140501463, "ret_signed_p1m": 0.4405594140501463, "alpha_spy_p1m": 0.4027123783786535, "alpha_c_p1m": 0.39765022554368, "bench_spy_p1m": 0.037847035671492835, "bench_c_p1m": 0.0429091885064663, "ret_p3m": 0.6871549511913206, "ret_signed_p3m": 0.6871549511913206, "alpha_spy_p3m": 0.6107582774175522, "alpha_c_p3m": 0.6370795893798931, "bench_spy_p3m": 0.07639667377376846, "bench_c_p3m": 0.05007536181142758, "ret_p6m": 0.6459330546605961, "ret_signed_p6m": 0.6459330546605961, "alpha_spy_p6m": 0.505431965503673, "alpha_c_p6m": 0.5686048574934088, "bench_spy_p6m": 0.14050108915692316, "bench_c_p6m": 0.07732819716718731, "ret_p1y": 4.448288493324455, "ret_signed_p1y": 4.448288493324455, "alpha_spy_p1y": 4.182701285081244, "alpha_c_p1y": 4.2265204623242285, "bench_spy_p1y": 0.2655872082432116, "bench_c_p1y": 0.22176803100022657, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.4405594140501463, "alpha_spy_stated": 0.4027123783786535, "alpha_c_stated": 0.39765022554368, "price_path": [-0.3533, -0.3077, -0.297, -0.3382, -0.3088, -0.318, -0.3029, -0.2562, -0.254, -0.2845, -0.322, -0.3147, -0.3419, -0.332, -0.2882, -0.3416, -0.3975, -0.3552, -0.3677, -0.2422, -0.2775, -0.2775, -0.2959, -0.2245, -0.2648, -0.2735, -0.2735, -0.3136, -0.2992, -0.2532, -0.1947, -0.1763, -0.1656, -0.1756, -0.198, -0.1859, -0.1538, -0.1726, -0.1767, -0.1796, -0.1498, -0.2451, -0.2175, -0.1965, -0.1119, -0.0718, -0.0589, -0.0504, -0.0431, -0.0736, -0.0497, -0.0644, -0.0644, 0.0585, 0.0648, 0.0066, -0.014, -0.021, -0.0166, -0.0096, -0.0265, 0.0644, 0.0909, 0.0, 0.007, -0.0283, -0.0648, -0.0228, -0.0276, 0.025, 0.025, 0.1056, 0.2065, 0.2315, 0.1907, 0.3301, 0.3022, 0.3165, 0.2635, 0.3132, 0.3125, 0.3125, 0.431, 0.4258, 0.4406, 0.4391, 0.4365, 0.5904, 0.6415, 0.7552, 0.8892, 0.8914, 0.7368, 0.7254, 0.809, 0.7714, 0.7457, 0.6603, 0.6117, 0.7092, 0.6901, 0.6492, 0.6393, 0.647, 0.6231, 0.6272, 0.6448, 0.657, 0.5985, 0.5826, 0.5756, 0.6294, 0.6551, 0.5061, 0.4976, 0.5285, 0.6334, 0.7379, 0.7714, 0.7022, 0.7633, 0.7887, 0.7887, 0.8149, 0.6021, 0.5823, 0.6872, 0.7567, 0.731, 0.6993, 0.7825, 0.9632, 0.989, 0.7389, 0.7696, 0.7365, 0.7589, 0.8333, 0.9474, 0.792, 0.7162, 0.7026, 0.7302, 0.7633, 0.7656, 0.9312, 1.067, 1.1531, 1.2639, 1.4038, 1.4446, 1.3651, 1.4078, 1.5039, 1.5495, 1.466, 1.4391, 1.4788, 1.4071, 1.2291, 1.3397, 1.3762, 1.4152, 1.3463, 1.435, 1.2422, 1.318, 1.2576, 1.0821, 1.0766, 0.8259, 0.9006, 0.9102, 0.8859, 0.8392, 0.6654, 0.6761, 0.594, 0.5745, 0.6054, 0.4531, 0.4833, 0.5624, 0.5679, 0.5432, 0.5432, 0.551, 0.4858, 0.5421, 0.6459]}
{"unit_id": "quote:1929937847953629591", "ticker_idx": 0, "ts": "2025-06-03T16:26:54+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Degree is becoming an Essential Skill with Data Scientists along with Microsoft Power BI & Python. The keyword is \"Essential\" which can translate to \"Mainstream\" which could be interpreted as \"Mass Adoption\" over the next decade", "tweet_type": "analysis", "timeline": "years", "summary": "Bullish PLTR: Foundry becoming an essential/mainstream data-science skill implies mass adoption over the next decade.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "🔥 $PLTR Degree is becoming an Essential Skill with Data Scientists along with Microsoft Power BI & Python.\n\nThe keyword is \"Essential\" which can translate to \"Mainstream\" which could be interpreted as \"Mass Adoption\" over the next decade https://t.co/VUE49EinPR", "reply_text": null, "parent_text": null, "quoted_text": "$PLTR Companies are hiring Palantir Foundry experts. 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{"unit_id": "quote:1938765475061866882", "ticker_idx": 0, "ts": "2025-06-28T01:04:44+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$TSLA 🐐", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish TSLA; self-driving delivery capability framed as a durable, already-live milestone validating the bull case.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "quote", "lang": "en", "tweet_text": "Just imagine. One day in some distant future, your shiny new car that you've ordered magically drives itself right to your doorstep... it would be totally epic, right?\n\nActually, it's happening right now \n\n$TSLA 🐐", "reply_text": null, "parent_text": null, "quoted_text": "@elonmusk @Tesla_AI That was me! So excited to have been a part of this thank you! @elonmusk @Tesla https://t.co/6pY8gPSD3i", "parent_author": null, "ret_m1d": 0.018793682402186596, "ret_signed_m1d": 0.018793682402186596, "alpha_spy_m1d": 0.023552110356065525, "alpha_c_m1d": 0.012996099403769668, "bench_spy_m1d": -0.00475842795387893, "bench_c_m1d": 0.005797582998416928, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.05335897504131726, "ret_signed_p1d": -0.05335897504131726, "alpha_spy_p1d": -0.053035161027621625, "alpha_c_p1d": -0.057638140075590316, "bench_spy_p1d": -0.00032381401369563356, "bench_c_p1d": 0.004279165034273058, "ret_p1w": -0.0746710349028824, "ret_signed_p1w": -0.0746710349028824, "alpha_spy_p1w": -0.07925137513732305, "alpha_c_p1w": -0.0795944308581028, "bench_spy_p1w": 0.00458034023444065, "bench_c_p1w": 0.0049233959552204, "ret_p1m": 0.011144017201131007, "ret_signed_p1m": 0.011144017201131007, "alpha_spy_p1m": -0.017034294251617288, "alpha_c_p1m": -0.022399434706305454, "bench_spy_p1m": 0.028178311452748295, "bench_c_p1m": 0.03354345190743646, "ret_p3m": 0.33284017429777446, "ret_signed_p3m": 0.33284017429777446, "alpha_spy_p3m": 0.26482305070909207, "alpha_c_p3m": 0.24400458648641132, "bench_spy_p3m": 0.0680171235886824, "bench_c_p3m": 0.08883558781136314, "ret_p6m": 0.5285525151447059, "ret_signed_p6m": 0.5285525151447059, "alpha_spy_p6m": 0.40869208877294105, "alpha_c_p6m": 0.4000565010626176, "bench_spy_p6m": 0.11986042637176486, "bench_c_p6m": 0.12849601408208833, "ret_p1y": 0.2478121271585596, "ret_signed_p1y": 0.2478121271585596, "alpha_spy_p1y": 0.03838436505099185, "alpha_c_p1y": 0.1788769421666423, "bench_spy_p1y": 0.20942776210756775, "bench_c_p1y": 0.06893518499191731, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.011144017201131007, "alpha_spy_stated": -0.017034294251617288, "alpha_c_stated": -0.022399434706305454, "price_path": [-0.1099, -0.1586, -0.2463, -0.2656, -0.3016, -0.1431, -0.2054, -0.2057, -0.2056, -0.2001, -0.2396, -0.2402, -0.2402, -0.2838, -0.2509, -0.2107, -0.1831, -0.103, -0.1, -0.0807, -0.1118, -0.1169, -0.0959, -0.1177, -0.1332, -0.1305, -0.1034, -0.0611, 0.0023, 0.0517, 0.0945, 0.0792, 0.1017, 0.0769, 0.0824, 0.0534, 0.0736, 0.0682, 0.0682, 0.1424, 0.1235, 0.1283, 0.0907, 0.0788, 0.0838, 0.0453, -0.1038, -0.0709, -0.0286, 0.0265, 0.0276, 0.0046, 0.0241, 0.0361, -0.0041, 0.0138, 0.0138, 0.0142, 0.0977, 0.0718, 0.0311, 0.0256, 0.0188, 0.0, -0.0534, -0.0063, -0.0073, -0.0073, -0.0747, -0.0625, -0.0686, -0.0245, -0.0131, -0.0024, -0.0217, 0.0126, 0.0055, 0.0377, 0.0341, 0.0455, 0.0469, -0.0389, -0.005, 0.025, 0.0111, 0.0043, -0.0296, -0.0473, -0.0264, -0.0281, 0.0071, 0.0145, 0.0377, 0.0673, 0.073, 0.0684, 0.0564, 0.0406, 0.0551, 0.0367, 0.0196, 0.0077, 0.0704, 0.0911, 0.1071, 0.1005, 0.0892, 0.051, 0.051, 0.0368, 0.0517, 0.0657, 0.1045, 0.0905, 0.0923, 0.0948, 0.161, 0.2464, 0.2908, 0.3273, 0.3406, 0.3123, 0.3413, 0.3669, 0.3406, 0.3939, 0.3328, 0.3864, 0.3952, 0.4, 0.4464, 0.3725, 0.3531, 0.4268, 0.3634, 0.381, 0.3711, 0.3017, 0.3722, 0.3513, 0.3699, 0.3497, 0.383, 0.4085, 0.3933, 0.3819, 0.4134, 0.3654, 0.4242, 0.4498, 0.4528, 0.3854, 0.4373, 0.4744, 0.3985, 0.4546, 0.4037, 0.3521, 0.4016, 0.3839, 0.3555, 0.2655, 0.2729, 0.2873, 0.2631, 0.2718, 0.2442, 0.2312, 0.3152, 0.3203, 0.3429, 0.3429, 0.3542, 0.3541, 0.3513, 0.4063, 0.4309, 0.4323, 0.3838, 0.4014, 0.4212, 0.4068, 0.4448, 0.4963, 0.5422, 0.4709, 0.5217, 0.5148, 0.5385, 0.5286]}
{"unit_id": "quote:1952470238697787723", "ticker_idx": 0, "ts": "2025-08-04T20:42:34+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$PLTR & $NVDA are the TOP two companies in the rule of 80 frontier", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Author endorses Palantir CEO's claim that all market value flows to PLTR and NVDA, citing rule-of-80 leadership.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "$PLTR & $NVDA are the TOP two companies in the rule of 80 frontier. Take a look.\n\n\"All of the value in the market is going to go to $NVDA CHIPS and what we call the $PLTR ONTOLOGY.\"\n\n-Palantir CEO Alex Karp. https://t.co/teMPExHQy8", "reply_text": null, "parent_text": null, "quoted_text": "It's happening\n\n\"All of the value in the market is going to go to $NVDA CHIPS and what we call the $PLTR ONTOLOGY.\"\n\n-Palantir CEO Alex Karp.\n\nhttps://t.co/noBMhJj7NE", "parent_author": null, "ret_m1d": -0.07277659317490859, "ret_signed_m1d": -0.07277659317490859, "alpha_spy_m1d": -0.07787245342598992, "alpha_c_m1d": -0.07787245342598992, "bench_spy_m1d": 0.00509586025108133, "bench_c_m1d": 0.00509586025108133, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03618623454185732, "ret_signed_p1d": 0.03618623454185732, "alpha_spy_p1d": 0.028526475072750523, "alpha_c_p1d": 0.028526475072750523, "bench_spy_p1d": 0.007659759469106797, "bench_c_p1d": 0.007659759469106797, "ret_p1w": 0.07906733196993199, "ret_signed_p1w": 0.07906733196993199, "alpha_spy_p1w": 0.05562657135763471, "alpha_c_p1w": 0.05562657135763471, "bench_spy_p1w": 0.023440760612297273, "bench_c_p1w": 0.023440760612297273, "ret_p1m": -0.10601956439667637, "ret_signed_p1m": -0.10601956439667637, "alpha_spy_p1m": -0.13113231355996957, "alpha_c_p1m": -0.13113231355996957, "bench_spy_p1m": 0.025112749163293202, "bench_c_p1m": 0.025112749163293202, "ret_p3m": 0.15698041367547466, "ret_signed_p3m": 0.15698041367547466, "alpha_spy_p3m": 0.06783425697416057, "alpha_c_p3m": 0.06783425697416057, "bench_spy_p3m": 0.0891461567013141, "bench_c_p3m": 0.0891461567013141, "ret_p6m": -0.09187971245104654, "ret_signed_p6m": -0.09187971245104654, "alpha_spy_p6m": -0.2056409722581577, "alpha_c_p6m": -0.2056409722581577, "bench_spy_p6m": 0.11376125980711116, "bench_c_p6m": 0.11376125980711116, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.10601956439667637, "alpha_spy_stated": -0.13113231355996957, "alpha_c_stated": -0.13113231355996957, "price_path": [-0.3123, -0.323, -0.3163, -0.2607, -0.2487, -0.2606, -0.2525, -0.2709, -0.2752, -0.3041, -0.2942, -0.2883, -0.2883, -0.2879, -0.2857, -0.294, -0.2395, -0.238, -0.2314, -0.2497, -0.308, -0.2629, -0.2378, -0.2335, -0.2128, -0.2198, -0.207, -0.1839, -0.2024, -0.1922, -0.1922, -0.2076, -0.1925, -0.1734, -0.1753, -0.1675, -0.2455, -0.2133, -0.2458, -0.2375, -0.2246, -0.2246, -0.1971, -0.1937, -0.1739, -0.1776, -0.1799, -0.1392, -0.1425, -0.129, -0.1113, -0.114, -0.124, -0.1397, -0.1076, -0.1063, -0.0835, -0.0888, -0.0983, -0.0846, -0.0861, -0.1097, -0.0728, 0.0, 0.0362, 0.0515, 0.079, 0.0543, 0.0791, 0.0641, 0.0447, 0.0225, 0.0044, -0.0896, -0.0996, -0.0986, -0.0839, -0.0929, -0.0716, -0.0955, -0.0874, -0.0956, -0.0956, -0.0934, -0.106, -0.0989, -0.1164, -0.0991, -0.063, -0.0377, -0.0514, -0.0106, -0.0119, -0.0174, -0.0285, 0.0214, 0.0526, 0.035, 0.0536, 0.0363, 0.0338, 0.0248, 0.0323, 0.0528, 0.0674, 0.0795, -0.0012, 0.0361, 0.0514, 0.0594, 0.0704, 0.0125, 0.0227, 0.0373, 0.0366, 0.028, 0.0282, 0.048, 0.0476, 0.0128, 0.0416, 0.0656, 0.0918, 0.0942, 0.1474, 0.1228, 0.157, 0.1957, 0.1008, 0.0844, 0.0103, 0.0269, 0.1174, 0.1021, 0.0629, -0.0065, 0.0043, -0.0117, -0.0343, -0.0453, -0.1011, -0.1063, -0.0636, -0.0561, -0.0433, -0.0433, -0.0278, -0.0334, -0.0149, 0.0162, 0.0268, 0.049, 0.0474, 0.0495, 0.0845, 0.0824, 0.0594, 0.0576, 0.0836, 0.0232, 0.0717, 0.1161, 0.1195, 0.1204, 0.1206, 0.1206, 0.0891, 0.063, 0.0437, 0.0259, 0.0259, -0.0312, 0.0044, 0.0372, 0.0485, 0.0207, 0.0244, 0.0354, 0.0328, 0.0296, 0.0219, -0.0133, -0.0133, -0.0274, -0.0458, -0.0425, -0.0212, -0.0335, -0.0437, -0.0919]}
{"unit_id": "quote:1952470238697787723", "ticker_idx": 1, "ts": "2025-08-04T20:42:34+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$PLTR & $NVDA are the TOP two companies in the rule of 80 frontier", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Author endorses Palantir CEO's claim that all market value flows to PLTR and NVDA, citing rule-of-80 leadership.", "resolved_tickers": ["NVDA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$PLTR & $NVDA are the TOP two companies in the rule of 80 frontier. Take a look.\n\n\"All of the value in the market is going to go to $NVDA CHIPS and what we call the $PLTR ONTOLOGY.\"\n\n-Palantir CEO Alex Karp. https://t.co/teMPExHQy8", "reply_text": null, "parent_text": null, "quoted_text": "It's happening\n\n\"All of the value in the market is going to go to $NVDA CHIPS and what we call the $PLTR ONTOLOGY.\"\n\n-Palantir CEO Alex Karp.\n\nhttps://t.co/noBMhJj7NE", "parent_author": null, "ret_m1d": 0.009760940108472616, "ret_signed_m1d": 0.009760940108472616, "alpha_spy_m1d": 0.0046650798573912855, "alpha_c_m1d": -0.0010018558193671812, "bench_spy_m1d": 0.00509586025108133, "bench_c_m1d": 0.010762795927839797, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.006507207693143169, "ret_signed_p1d": 0.006507207693143169, "alpha_spy_p1d": -0.0011525517759636283, "alpha_c_p1d": 0.008179114886086691, "bench_spy_p1d": 0.007659759469106797, "bench_c_p1d": -0.0016719071929435225, "ret_p1w": 0.027487914751027853, "ret_signed_p1w": 0.027487914751027853, "alpha_spy_p1w": 0.00404715413873058, "alpha_c_p1w": -0.017792407466432847, "bench_spy_p1w": 0.023440760612297273, "bench_c_p1w": 0.0452803222174607, "ret_p1m": -0.042858738334206614, "ret_signed_p1m": -0.042858738334206614, "alpha_spy_p1m": -0.06797148749749982, "alpha_c_p1m": -0.0405249990018115, "bench_spy_p1m": 0.025112749163293202, "bench_c_p1m": -0.0023337393323951128, "ret_p3m": 0.13598906102721808, "ret_signed_p3m": 0.13598906102721808, "alpha_spy_p3m": 0.04684290432590399, "alpha_c_p3m": -0.1284483320728167, "bench_spy_p3m": 0.0891461567013141, "bench_c_p3m": 0.2644373931000348, "ret_p6m": 0.07450602383201921, "ret_signed_p6m": 0.07450602383201921, "alpha_spy_p6m": -0.03925523597509195, "alpha_c_p6m": -0.3811762267939063, "bench_spy_p6m": 0.11376125980711116, "bench_c_p6m": 0.4556822506259255, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.042858738334206614, "alpha_spy_stated": -0.06797148749749982, "alpha_c_stated": -0.0405249990018115, "price_path": [-0.3416, -0.3457, -0.31, -0.2712, -0.2408, -0.2437, -0.2405, -0.2395, -0.2462, -0.2607, -0.2549, -0.2635, -0.2635, -0.2399, -0.2438, -0.2192, -0.242, -0.2294, -0.2078, -0.2039, -0.2147, -0.205, -0.1999, -0.1925, -0.1988, -0.1866, -0.2036, -0.1883, -0.1915, -0.1839, -0.1839, -0.193, -0.1912, -0.1703, -0.1344, -0.1304, -0.1151, -0.1137, -0.14, -0.1179, -0.1061, -0.1061, -0.1123, -0.1024, -0.0863, -0.0794, -0.0748, -0.0796, -0.0424, -0.0387, -0.0295, -0.0328, -0.0386, -0.063, -0.042, -0.0254, -0.0267, -0.0085, -0.0154, 0.0057, -0.0022, -0.0255, 0.0098, 0.0, 0.0065, 0.0141, 0.0249, 0.0213, 0.0275, 0.0187, 0.0211, 0.0123, 0.021, -0.0147, -0.016, -0.0184, -0.0015, 0.0087, 0.0197, 0.0187, 0.0107, -0.0229, -0.0229, -0.042, -0.0429, -0.037, -0.0631, -0.0558, -0.0421, -0.0052, -0.0061, -0.0024, -0.0028, -0.0189, -0.0447, -0.0113, -0.0089, 0.0301, 0.001, -0.0072, -0.0031, -0.0003, 0.0202, 0.0467, 0.0504, 0.0597, 0.0526, 0.0409, 0.0381, 0.0609, 0.0803, 0.0275, 0.0565, 0.01, 0.0089, 0.02, 0.0279, 0.0246, 0.0163, 0.0114, 0.0219, 0.0449, 0.0743, 0.1278, 0.1615, 0.1382, 0.136, 0.1606, 0.1147, 0.0951, 0.0551, 0.0555, 0.1167, 0.0836, 0.0872, 0.0483, 0.0669, 0.0468, 0.0174, 0.0464, 0.0134, 0.0035, 0.0241, -0.0024, 0.0113, 0.0113, -0.007, 0.0094, 0.018, 0.0075, 0.0288, 0.0234, 0.041, 0.0378, 0.0311, 0.0151, -0.0181, -0.0109, -0.0029, -0.041, -0.023, 0.0154, 0.0306, 0.0615, 0.0582, 0.0582, 0.069, 0.056, 0.0522, 0.0463, 0.0463, 0.0595, 0.0554, 0.0505, 0.061, 0.0382, 0.0371, 0.0376, 0.0425, 0.0275, 0.0494, 0.0448, 0.0448, -0.001, 0.0285, 0.037, 0.0529, 0.0462, 0.0577, 0.0745]}
{"unit_id": "reply:1964392679846097318", "ticker_idx": 0, "ts": "2025-09-06T18:18:06+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Palantir will replace a lot of tasks. This is just the beginning! $PLTR", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish PLTR; AI adoption is just beginning and Palantir stands to benefit substantially.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@aarongraham118 Well said. All we need is conviction. AI isn't stopping. It's already replacing jobs. Palantir will replace a lot of tasks. This is just the beginning! $PLTR", "reply_text": null, "parent_text": "@TradexWhisperer I’m doing my part to push the price about the 50 DMA. 😊 I’ve bought the dip and will buy more. $PLTR will be reach $200 per share (possibly by year end, but probably in 12 months).  \n\nAnd I don’t think everything is priced in yet. In fact, in many ways, Karp is just getting", "quoted_text": null, "parent_author": "aarongraham118", "ret_m1d": -0.01915442265377798, "ret_signed_m1d": -0.01915442265377798, "alpha_spy_m1d": -0.016703864670332802, "alpha_c_m1d": -0.016703864670332802, "bench_spy_m1d": -0.0024505579834451785, "bench_c_m1d": -0.0024505579834451785, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.040102461640422415, "ret_signed_p1d": 0.040102461640422415, "alpha_spy_p1d": 0.0377904816884882, "alpha_c_p1d": 0.0377904816884882, "bench_spy_p1d": 0.0023119799519342177, "bench_c_p1d": 0.0023119799519342177, "ret_p1w": 0.09679692517328653, "ret_signed_p1w": 0.09679692517328653, "alpha_spy_p1w": 0.07817877166040477, "alpha_c_p1w": 0.07817877166040477, "bench_spy_p1w": 0.018618153512881763, "bench_c_p1w": 0.018618153512881763, "ret_p1m": 0.16700827063479884, "ret_signed_p1m": 0.16700827063479884, "alpha_spy_p1m": 0.13287727188000376, "alpha_c_p1m": 0.13287727188000376, "bench_spy_p1m": 0.03413099875479508, "bench_c_p1m": 0.03413099875479508, "ret_p3m": 0.1397821346077337, "ret_signed_p3m": 0.1397821346077337, "alpha_spy_p3m": 0.08205121148591776, "alpha_c_p3m": 0.08205121148591776, "bench_spy_p3m": 0.057730923121815936, "bench_c_p3m": 0.057730923121815936, "ret_p6m": -0.056886640202459926, "ret_signed_p6m": -0.056886640202459926, "alpha_spy_p6m": -0.1114497665380687, "alpha_c_p6m": -0.1114497665380687, "bench_spy_p6m": 0.05456312633560878, "bench_c_p6m": 0.05456312633560878, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.16700827063479884, "alpha_spy_stated": 0.13287727188000376, "alpha_c_stated": 0.13287727188000376, "price_path": [-0.1263, -0.134, -0.1198, -0.0941, -0.1147, -0.1034, -0.1034, -0.1204, -0.1037, -0.0824, -0.0846, -0.0759, -0.1625, -0.1267, -0.1628, -0.1536, -0.1393, -0.1393, -0.1088, -0.105, -0.0831, -0.0871, -0.0897, -0.0445, -0.0482, -0.0332, -0.0135, -0.0165, -0.0276, -0.045, -0.0094, -0.0079, 0.0173, 0.0114, 0.0009, 0.0161, 0.0144, -0.0117, 0.0292, 0.11, 0.1502, 0.1672, 0.1977, 0.1703, 0.1978, 0.1811, 0.1596, 0.135, 0.1149, 0.0106, -0.0006, 0.0005, 0.0169, 0.0069, 0.0306, 0.004, 0.0129, 0.0039, 0.0039, 0.0063, -0.0077, 0.0003, -0.0192, 0.0, 0.0401, 0.0682, 0.0529, 0.0982, 0.0968, 0.0907, 0.0783, 0.1337, 0.1684, 0.1488, 0.1694, 0.1503, 0.1475, 0.1375, 0.1458, 0.1686, 0.1848, 0.1983, 0.1087, 0.1501, 0.167, 0.1759, 0.1881, 0.1239, 0.1352, 0.1514, 0.1507, 0.1411, 0.1413, 0.1633, 0.1628, 0.1242, 0.1562, 0.1828, 0.2119, 0.2146, 0.2736, 0.2463, 0.2842, 0.3272, 0.2219, 0.2037, 0.1214, 0.1398, 0.2403, 0.2233, 0.1798, 0.1028, 0.1147, 0.0971, 0.0719, 0.0597, -0.0023, -0.008, 0.0394, 0.0477, 0.0619, 0.0619, 0.0791, 0.073, 0.0935, 0.128, 0.1398, 0.1644, 0.1627, 0.1649, 0.2038, 0.2014, 0.176, 0.1739, 0.2028, 0.1357, 0.1896, 0.2388, 0.2427, 0.2436, 0.2439, 0.2439, 0.2089, 0.1799, 0.1585, 0.1387, 0.1387, 0.0753, 0.1149, 0.1512, 0.1639, 0.133, 0.137, 0.1493, 0.1464, 0.1429, 0.1343, 0.0952, 0.0952, 0.0796, 0.0591, 0.0628, 0.0865, 0.0728, 0.0615, 0.008, -0.0272, -0.0609, -0.0534, 0.0114, -0.1061, -0.1671, -0.1294, -0.0845, -0.1063, -0.1308, -0.1728, -0.1582, -0.1582, -0.1479, -0.1327, -0.1359, -0.1336, -0.1634, -0.1746, -0.1404, -0.1291, -0.1211, -0.07, -0.0569]}
{"unit_id": "thread:1931461318827274425", "ticker_idx": 0, "ts": "2025-06-07T21:20:37+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$RKLB has been contacted by government officials about the status of their rockets and when they might be available for government missions", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Government officials inquiring about RKLB rocket availability for missions — framed as a bullish catalyst.", "resolved_tickers": ["RKLB"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "self_thread", "lang": "en", "tweet_text": "🔥 $RKLB has been contacted by government officials about the status of their rockets and when they might be available for government missions. https://t.co/XwtZ1oHhDe\n\n---\n\nhttps://t.co/TzBOLqk2z9", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.024291475309744626, "ret_signed_m1d": -0.024291475309744626, "alpha_spy_m1d": -0.023391058015250876, "alpha_c_m1d": -0.02518907727573272, "bench_spy_m1d": -0.0009004172944937494, "bench_c_m1d": 0.0008976019659880929, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.08333331188316828, "ret_signed_p1d": -0.08333331188316828, "alpha_spy_p1d": -0.08900313348515354, "alpha_c_p1d": -0.07898234052131747, "bench_spy_p1d": 0.005669821601985259, "bench_c_p1d": -0.004350971361850808, "ret_p1w": -0.10425101944054194, "ret_signed_p1w": -0.10425101944054194, "alpha_spy_p1w": -0.10925378499320204, "alpha_c_p1w": -0.09617078170449456, "bench_spy_p1w": 0.0050027655526601045, "bench_c_p1w": -0.00808023773604738, "ret_p1m": 0.307017627402397, "ret_signed_p1m": 0.307017627402397, "alpha_spy_p1m": 0.2695075681496959, "alpha_c_p1m": 0.2758501549388319, "bench_spy_p1m": 0.03751005925270112, "bench_c_p1m": 0.031167472463565105, "ret_p3m": 0.4504049447949974, "ret_signed_p3m": 0.4504049447949974, "alpha_spy_p3m": 0.36476095497206606, "alpha_c_p3m": 0.40101927861192666, "bench_spy_p3m": 0.08564398982293131, "bench_c_p3m": 0.04938566618307072, "ret_p6m": 0.41363031000979666, "ret_signed_p6m": 0.41363031000979666, "alpha_spy_p6m": 0.2706208416946494, "alpha_c_p6m": 0.3510754611659035, "bench_spy_p6m": 0.14300946831514727, "bench_c_p6m": 0.06255484884389317, "ret_p1y": 4.068488489240854, "ret_signed_p1y": 4.068488489240854, "alpha_spy_p1y": 3.8027084026443254, "alpha_c_p1y": 3.8485367160754915, "bench_spy_p1y": 0.26578008659652896, "bench_c_p1y": 0.21995177316536263, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.307017627402397, "alpha_spy_stated": 0.2695075681496959, "alpha_c_stated": 0.2758501549388319, "price_path": [-0.3782, -0.4072, -0.3654, -0.3556, -0.3934, -0.3664, -0.3748, -0.361, -0.3182, -0.3161, -0.3441, -0.3785, -0.3718, -0.3968, -0.3877, -0.3475, -0.3964, -0.4477, -0.4089, -0.4204, -0.3053, -0.3377, -0.3377, -0.3546, -0.2891, -0.3261, -0.334, -0.334, -0.3708, -0.3576, -0.3155, -0.2618, -0.2449, -0.2352, -0.2443, -0.2648, -0.2537, -0.2244, -0.2416, -0.2453, -0.248, -0.2206, -0.308, -0.2827, -0.2635, -0.1859, -0.1491, -0.1373, -0.1296, -0.1228, -0.1508, -0.1289, -0.1424, -0.1424, -0.0297, -0.024, -0.0773, -0.0962, -0.1026, -0.0985, -0.0921, -0.1076, -0.0243, 0.0, -0.0833, -0.0769, -0.1093, -0.1427, -0.1043, -0.1086, -0.0604, -0.0604, 0.0135, 0.1059, 0.1289, 0.0914, 0.2193, 0.1937, 0.2068, 0.1582, 0.2038, 0.2031, 0.2031, 0.3117, 0.307, 0.3205, 0.3192, 0.3168, 0.4578, 0.5047, 0.609, 0.7318, 0.7338, 0.5921, 0.5816, 0.6582, 0.6238, 0.6002, 0.5219, 0.4774, 0.5668, 0.5493, 0.5118, 0.5027, 0.5098, 0.4879, 0.4916, 0.5078, 0.5189, 0.4652, 0.4507, 0.4443, 0.4936, 0.5172, 0.3806, 0.3728, 0.4011, 0.4973, 0.5931, 0.6238, 0.5604, 0.6164, 0.6397, 0.6397, 0.6636, 0.4686, 0.4504, 0.5466, 0.6103, 0.5867, 0.5577, 0.6339, 0.7996, 0.8232, 0.594, 0.6221, 0.5918, 0.6123, 0.6805, 0.7851, 0.6427, 0.5732, 0.5607, 0.586, 0.6164, 0.6184, 0.7702, 0.8947, 0.9737, 1.0752, 1.2034, 1.2409, 1.168, 1.2072, 1.2952, 1.337, 1.2605, 1.2358, 1.2723, 1.2065, 1.0434, 1.1447, 1.1781, 1.2139, 1.1508, 1.2321, 1.0553, 1.1248, 1.0695, 0.9086, 0.9035, 0.6738, 0.7422, 0.751, 0.7287, 0.6859, 0.5267, 0.5364, 0.4612, 0.4433, 0.4717, 0.332, 0.3596, 0.4322, 0.4372, 0.4146, 0.4146, 0.4217, 0.362, 0.4136]}
{"unit_id": "reply:1945698850259517563", "ticker_idx": 0, "ts": "2025-07-17T04:15:29+00:00", "symbol": "TSM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I would rather own $TSM (King of Foundry)", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Prefers owning TSM and MU over MRVL; bullish on both as foundry king and HBM play.", "resolved_tickers": ["TSM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@GoCowboysX6 I would rather own $TSM (King of Foundry) or $MU (HBM)", "reply_text": null, "parent_text": "@TradexWhisperer Thoughts on MRVL??", "quoted_text": null, "parent_author": "GoCowboysX6", "ret_m1d": -0.032736227965813214, "ret_signed_m1d": -0.032736227965813214, "alpha_spy_m1d": -0.026653910530157532, "alpha_c_m1d": -0.02440606212227414, "bench_spy_m1d": -0.006082317435655682, "bench_c_m1d": -0.008330165843539072, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.02117266912820559, "ret_signed_p1d": -0.02117266912820559, "alpha_spy_p1d": -0.02044043278684038, "alpha_c_p1d": -0.016373476087770067, "bench_spy_p1d": -0.0007322363413652111, "bench_c_p1d": -0.004799193040435523, "ret_p1w": -0.016286610576409677, "ret_signed_p1w": -0.016286610576409677, "alpha_spy_p1w": -0.02644516155811938, "alpha_c_p1w": -0.002882934133445758, "bench_spy_p1w": 0.010158550981709702, "bench_c_p1w": -0.013403676442963919, "ret_p1m": -0.027361588685128613, "ret_signed_p1m": -0.027361588685128613, "alpha_spy_p1m": -0.051882466166031316, "alpha_c_p1m": -0.04086821291897569, "bench_spy_p1m": 0.024520877480902703, "bench_c_p1m": 0.013506624233847075, "ret_p3m": 0.20876869867169856, "ret_signed_p3m": 0.20876869867169856, "alpha_spy_p3m": 0.15140605832885634, "alpha_c_p3m": 0.06550986903591549, "bench_spy_p3m": 0.05736264034284222, "bench_c_p3m": 0.14325882963578307, "ret_p6m": 0.3254373545030711, "ret_signed_p6m": 0.3254373545030711, "alpha_spy_p6m": 0.21396213410012876, "alpha_c_p6m": -0.012984775934823167, "bench_spy_p6m": 0.11147522040294233, "bench_c_p6m": 0.33842213043789426, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.027361588685128613, "alpha_spy_stated": -0.051882466166031316, "alpha_c_stated": -0.04086821291897569, "price_path": [-0.4002, -0.3858, -0.3598, -0.334, -0.3302, -0.3371, -0.3327, -0.3238, -0.2993, -0.2727, -0.2844, -0.3011, -0.2919, -0.2892, -0.2839, -0.2415, -0.213, -0.2099, -0.2121, -0.2121, -0.215, -0.2152, -0.2221, -0.2041, -0.2212, -0.2212, -0.198, -0.2043, -0.2002, -0.2157, -0.2096, -0.1983, -0.1789, -0.1751, -0.1676, -0.1602, -0.1381, -0.1314, -0.1228, -0.1405, -0.1218, -0.1291, -0.1307, -0.1307, -0.1469, -0.1436, -0.1039, -0.0931, -0.0879, -0.0693, -0.0778, -0.0852, -0.0489, -0.044, -0.044, -0.0669, -0.0722, -0.056, -0.0645, -0.0619, -0.0689, -0.0352, -0.0327, 0.0, -0.0212, -0.0275, -0.0448, -0.0215, -0.0163, 0.0, -0.0116, -0.0174, -0.011, -0.0162, -0.0423, -0.0269, -0.0535, -0.0579, -0.0121, -0.0154, -0.0143, -0.0053, -0.0169, -0.0187, -0.0274, -0.0171, -0.0525, -0.0692, -0.0744, -0.0513, -0.0408, -0.028, -0.0257, -0.0298, -0.06, -0.06, -0.0701, -0.0579, -0.0423, -0.0089, 0.0065, 0.0217, 0.0604, 0.0542, 0.0559, 0.0643, 0.0704, 0.0734, 0.0973, 0.0819, 0.1136, 0.1547, 0.1466, 0.13, 0.1165, 0.116, 0.1408, 0.1783, 0.1768, 0.1935, 0.2352, 0.201, 0.2438, 0.2249, 0.1464, 0.2372, 0.2088, 0.2446, 0.2247, 0.2053, 0.216, 0.2029, 0.1799, 0.1875, 0.2048, 0.2182, 0.2316, 0.2461, 0.2385, 0.2271, 0.2452, 0.201, 0.1994, 0.1814, 0.1702, 0.206, 0.1893, 0.187, 0.1526, 0.1633, 0.1519, 0.1351, 0.1533, 0.1335, 0.1235, 0.1626, 0.1628, 0.1843, 0.1843, 0.1907, 0.175, 0.193, 0.2068, 0.1965, 0.2038, 0.233, 0.2393, 0.2668, 0.2485, 0.1961, 0.1784, 0.1749, 0.1343, 0.1659, 0.1834, 0.2011, 0.2162, 0.2237, 0.2237, 0.2403, 0.2324, 0.2269, 0.2446, 0.2446, 0.309, 0.3198, 0.341, 0.3052, 0.3024, 0.3254]}
{"unit_id": "reply:1945698850259517563", "ticker_idx": 1, "ts": "2025-07-17T04:15:29+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU (HBM)", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Prefers owning TSM and MU over MRVL; bullish on both as foundry king and HBM play.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@GoCowboysX6 I would rather own $TSM (King of Foundry) or $MU (HBM)", "reply_text": null, "parent_text": "@TradexWhisperer Thoughts on MRVL??", "quoted_text": null, "parent_author": "GoCowboysX6", "ret_m1d": 0.027988751799904232, "ret_signed_m1d": 0.027988751799904232, "alpha_spy_m1d": 0.034071069235559914, "alpha_c_m1d": 0.036318917643443305, "bench_spy_m1d": -0.006082317435655682, "bench_c_m1d": -0.008330165843539072, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.00997706039077273, "ret_signed_p1d": 0.00997706039077273, "alpha_spy_p1d": 0.01070929673213794, "alpha_c_p1d": 0.014776253431208253, "bench_spy_p1d": -0.0007322363413652111, "bench_c_p1d": -0.004799193040435523, "ret_p1w": -0.013508768556848683, "ret_signed_p1w": -0.013508768556848683, "alpha_spy_p1w": -0.023667319538558385, "alpha_c_p1w": -0.0001050921138847638, "bench_spy_p1w": 0.010158550981709702, "bench_c_p1w": -0.013403676442963919, "ret_p1m": 0.0671905572864544, "ret_signed_p1m": 0.0671905572864544, "alpha_spy_p1m": 0.0426696798055517, "alpha_c_p1m": 0.053683933052607324, "bench_spy_p1m": 0.024520877480902703, "bench_c_p1m": 0.013506624233847075, "ret_p3m": 0.6526324559211074, "ret_signed_p3m": 0.6526324559211074, "alpha_spy_p3m": 0.5952698155782652, "alpha_c_p3m": 0.5093736262853243, "bench_spy_p3m": 0.05736264034284222, "bench_c_p3m": 0.14325882963578307, "ret_p6m": 2.0500231892094454, "ret_signed_p6m": 2.0500231892094454, "alpha_spy_p6m": 1.938547968806503, "alpha_c_p6m": 1.711601058771551, "bench_spy_p6m": 0.11147522040294233, "bench_c_p6m": 0.33842213043789426, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.0671905572864544, "alpha_spy_stated": 0.0426696798055517, "alpha_c_stated": 0.053683933052607324, "price_path": [-0.4113, -0.3807, -0.3567, -0.3171, -0.2963, -0.307, -0.3218, -0.3212, -0.314, -0.288, -0.2906, -0.2898, -0.2712, -0.2489, -0.2426, -0.1859, -0.145, -0.1592, -0.158, -0.1355, -0.1298, -0.1347, -0.1546, -0.1635, -0.1764, -0.1764, -0.1498, -0.1516, -0.1461, -0.1668, -0.134, -0.0981, -0.0892, -0.0624, -0.0424, -0.0213, 0.0068, 0.0235, 0.0248, 0.0197, 0.0571, 0.0615, 0.0746, 0.0746, 0.0903, 0.0769, 0.1283, 0.1225, 0.1114, 0.1005, 0.0872, 0.0664, 0.0739, 0.0787, 0.0787, 0.0588, 0.0985, 0.0793, 0.087, 0.0995, 0.0472, 0.0605, 0.028, 0.0, 0.01, -0.0003, -0.0357, -0.0303, -0.0135, -0.0177, -0.0177, -0.0115, 0.0131, -0.0364, -0.074, -0.0485, -0.0371, -0.0396, -0.0123, 0.0497, 0.0924, 0.1279, 0.0972, 0.1062, 0.0672, 0.0909, 0.0776, 0.0349, 0.0223, 0.039, 0.0279, 0.0286, 0.0396, 0.0772, 0.0508, 0.0508, 0.0461, 0.0482, 0.0967, 0.1599, 0.1607, 0.1941, 0.2361, 0.3294, 0.3882, 0.393, 0.4023, 0.4126, 0.4912, 0.4368, 0.4535, 0.4693, 0.4278, 0.3847, 0.3886, 0.4471, 0.4773, 0.6082, 0.6224, 0.6594, 0.6871, 0.6405, 0.7364, 0.6992, 0.6044, 0.7031, 0.6526, 0.6957, 0.7893, 0.788, 0.8268, 0.7872, 0.7534, 0.8262, 0.935, 0.9445, 0.9605, 1.0022, 0.9791, 0.977, 1.0735, 0.9262, 1.0983, 1.1056, 1.102, 1.2378, 1.1302, 1.1636, 1.0934, 1.1807, 1.1376, 1.0187, 0.996, 0.7791, 0.8321, 0.9784, 0.9837, 1.0343, 1.0343, 1.0892, 1.1244, 1.1158, 1.0688, 1.0024, 1.0958, 1.1815, 1.2301, 1.3298, 1.2834, 1.1304, 1.0983, 1.0542, 0.9924, 1.1959, 1.3493, 1.4436, 1.4408, 1.5328, 1.5328, 1.5161, 1.6017, 1.5864, 1.5226, 1.5226, 1.7878, 1.7589, 2.0354, 2.0011, 1.8903, 2.05]}
{"unit_id": "quote:1944827443623420365", "ticker_idx": 0, "ts": "2025-07-14T18:32:50+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU PT Upgrades Post-Q3 2025 Earnings:\n\nCiti: $130 → $150\nUBS: $120 → $155\nSusquehanna: $150 → $160\nRosenblatt: $172 → $200\nDeutsche Bank: Initiated at $150", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Shares multiple analyst PT upgrades for MU post-Q3 2025 earnings, all raising targets higher; adopts bullish stance.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU PT Upgrades Post-Q3 2025 Earnings:\n\nCiti: $130 → $150\nUBS: $120 → $155\nSusquehanna: $150 → $160\nRosenblatt: $172 → $200\nDeutsche Bank: Initiated at $150", "reply_text": null, "parent_text": null, "quoted_text": "$MU Next Gen HBM (12-Stack) is already in Production\n\n\"We are executing well on our HBM ramp and product development roadmap. Our yield and volume ramp on HBM3E 12H is progressing extremely well, and we expect shipment crossover in FQ4\"\n\n\"Micron has delivered samples of HBM4 to https://t.co/s3NTZZV7xO", "parent_author": null, "ret_m1d": 0.04991147535175533, "ret_signed_m1d": 0.04991147535175533, "alpha_spy_m1d": 0.05181612400215507, "alpha_c_m1d": 0.04230608650700507, "bench_spy_m1d": -0.0019046486503997428, "bench_c_m1d": 0.0076053888447502604, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.012646415130194155, "ret_signed_p1d": 0.012646415130194155, "alpha_spy_p1d": 0.016919726087889497, "alpha_c_p1d": -0.006560021527597604, "bench_spy_p1d": -0.004273310957695342, "bench_c_p1d": 0.01920643665779176, "ret_p1w": -0.0453586963348509, "ret_signed_p1w": -0.0453586963348509, "alpha_spy_p1w": -0.05169675942055951, "alpha_c_p1w": -0.06354875648807456, "bench_spy_p1w": 0.006338063085708612, "bench_c_p1w": 0.018190060153223664, "ret_p1m": 0.07705924886908444, "ret_signed_p1m": 0.07705924886908444, "alpha_spy_p1m": 0.04844250538369588, "alpha_c_p1m": 0.025257844095773585, "bench_spy_p1m": 0.028616743485388563, "bench_c_p1m": 0.051801404773310855, "ret_p3m": 0.6225481635604397, "ret_signed_p3m": 0.6225481635604397, "alpha_spy_p3m": 0.5453874728062822, "alpha_c_p3m": 0.41264361583081755, "bench_spy_p3m": 0.07716069075415755, "bench_c_p3m": 0.2099045477296222, "ret_p6m": 1.8984391511811607, "ret_signed_p6m": 1.8984391511811607, "alpha_spy_p6m": 1.7848559563375002, "alpha_c_p6m": 1.5356671996535114, "bench_spy_p6m": 0.11358319484366053, "bench_c_p6m": 0.3627719515276493, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.07705924886908444, "alpha_spy_stated": 0.04844250538369588, "alpha_c_stated": 0.025257844095773585, "price_path": [-0.416, -0.4205, -0.4205, -0.4378, -0.4086, -0.3857, -0.3479, -0.328, -0.3383, -0.3524, -0.3518, -0.3449, -0.3201, -0.3226, -0.3219, -0.3041, -0.2828, -0.2768, -0.2226, -0.1836, -0.1971, -0.196, -0.1745, -0.1691, -0.1737, -0.1927, -0.2012, -0.2135, -0.2135, -0.1882, -0.1899, -0.1846, -0.2044, -0.173, -0.1387, -0.1303, -0.1047, -0.0856, -0.0655, -0.0386, -0.0227, -0.0214, -0.0263, 0.0094, 0.0136, 0.0261, 0.0261, 0.0411, 0.0283, 0.0774, 0.0718, 0.0613, 0.0509, 0.0381, 0.0183, 0.0254, 0.0301, 0.0301, 0.011, 0.049, 0.0306, 0.0379, 0.0499, 0.0, 0.0126, -0.0184, -0.0451, -0.0356, -0.0454, -0.0792, -0.074, -0.058, -0.062, -0.0621, -0.0561, -0.0326, -0.0798, -0.1158, -0.0914, -0.0805, -0.0829, -0.0568, 0.0024, 0.0431, 0.0771, 0.0477, 0.0563, 0.0191, 0.0416, 0.029, -0.0118, -0.0238, -0.0078, -0.0185, -0.0178, -0.0073, 0.0286, 0.0034, 0.0034, -0.0011, 0.0009, 0.0472, 0.1076, 0.1083, 0.1402, 0.1803, 0.2695, 0.3256, 0.3302, 0.339, 0.3489, 0.4239, 0.372, 0.3879, 0.403, 0.3634, 0.3222, 0.3259, 0.3818, 0.4107, 0.5357, 0.5492, 0.5846, 0.611, 0.5665, 0.6581, 0.6225, 0.532, 0.6263, 0.5781, 0.6193, 0.7086, 0.7073, 0.7444, 0.7066, 0.6743, 0.7439, 0.8477, 0.8568, 0.8721, 0.9119, 0.8898, 0.8878, 0.98, 0.8394, 1.0036, 1.0106, 1.0072, 1.1369, 1.0341, 1.066, 0.999, 1.0823, 1.0412, 0.9277, 0.9059, 0.6988, 0.7494, 0.8891, 0.8942, 0.9425, 0.9425, 0.995, 1.0286, 1.0204, 0.9754, 0.9121, 1.0013, 1.0831, 1.1295, 1.2247, 1.1804, 1.0343, 1.0036, 0.9615, 0.9025, 1.0968, 1.2434, 1.3334, 1.3307, 1.4185, 1.4185, 1.4026, 1.4844, 1.4697, 1.4088, 1.4088, 1.662, 1.6344, 1.8984]}
{"unit_id": "quote:1948407322491109650", "ticker_idx": 0, "ts": "2025-07-24T15:37:59+00:00", "symbol": "OSCR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$OSCR DUMP it is 🫥", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Calls OSCR a dump after the recent +8% pop; bearish stance.", "resolved_tickers": ["OSCR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Healthcare Plans'", "bench_c_industry": "Healthcare Plans", "unit_kind": "quote", "lang": "en", "tweet_text": "$OSCR DUMP it is 🫥 https://t.co/lahtC8muKE", "reply_text": null, "parent_text": null, "quoted_text": "🟦 $OSCR Is this another PUMP before the DUMP or the start of a legitimate reversal?\n\nYesterday: BLUE Candle Alert\nToday: +8% Gains\n\nOur system just works. Try for free on 230 tickers:\nhttps://t.co/ZQDP5HCFyq https://t.co/DzoW7MS1cH", "parent_author": null, "ret_m1d": 0.11760564075531277, "ret_signed_m1d": -0.11760564075531277, "alpha_spy_m1d": -0.11793656089422533, "alpha_c_m1d": -0.11384885186692695, "bench_spy_m1d": -0.00033092013891256045, "bench_c_m1d": 0.0037567888883858203, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.01760563403929627, "ret_signed_p1d": -0.01760563403929627, "alpha_spy_p1d": -0.013381198203660682, "alpha_c_p1d": -0.012302032983722233, "bench_spy_p1d": 0.004224435835635587, "bench_c_p1d": 0.0053036010555740365, "ret_p1w": -0.010563353559512212, "ret_signed_p1w": 0.010563353559512212, "alpha_spy_p1w": 0.006875082275812461, "alpha_c_p1w": -0.028697040135404195, "bench_spy_p1w": -0.003688271283699751, "bench_c_p1w": -0.03926039369491641, "ret_p1m": 0.18309855371258354, "ret_signed_p1m": -0.18309855371258354, "alpha_spy_p1m": -0.16593311718300785, "alpha_c_p1m": -0.16534657977166844, "bench_spy_p1m": 0.017165436529575695, "bench_c_p1m": 0.0177519739409151, "ret_p3m": 0.533098644378805, "ret_signed_p3m": -0.533098644378805, "alpha_spy_p3m": -0.47204893690559335, "alpha_c_p3m": -0.45919084746657424, "bench_spy_p3m": 0.0610497074732117, "bench_c_p3m": 0.07390779691223082, "ret_p6m": 0.16549291967328728, "ret_signed_p6m": -0.16549291967328728, "alpha_spy_p6m": -0.06901569197863733, "alpha_c_p6m": -0.008167621620902787, "bench_spy_p6m": 0.09647722769464995, "bench_c_p6m": 0.1573252980523845, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.18309855371258354, "alpha_spy_stated": -0.16593311718300785, "alpha_c_stated": -0.16534657977166844, "price_path": [-0.1113, -0.0739, -0.0838, -0.081, -0.0704, -0.0845, -0.0796, 0.1986, 0.2014, 0.2049, 0.1845, 0.1915, 0.1648, 0.1662, 0.2338, 0.1796, 0.1599, 0.0465, 0.012, -0.0021, -0.0021, 0.057, -0.0218, -0.0282, -0.0282, 0.0042, 0.0035, -0.0035, 0.1021, 0.0859, 0.0394, 0.0345, -0.0035, 0.0099, -0.0176, 0.0528, 0.1345, 0.3218, 0.3218, 0.4944, 0.438, 0.4099, 0.3514, 0.4423, 0.4373, 0.5099, 0.4401, 0.1704, 0.1599, 0.1599, 0.1838, 0.1655, 0.1324, 0.0937, 0.0127, 0.062, 0.0507, 0.081, -0.0232, -0.0549, -0.0408, 0.0352, 0.1176, 0.0, 0.0176, 0.0331, -0.0254, -0.0141, -0.0106, -0.0437, -0.0254, -0.0268, 0.0099, 0.0676, 0.0887, 0.0993, 0.0549, 0.0514, 0.0338, 0.1014, 0.1725, 0.1711, 0.0754, 0.0859, 0.1831, 0.1768, 0.2028, 0.1986, 0.2141, 0.1732, 0.1732, 0.157, 0.2451, 0.2944, 0.3683, 0.4282, 0.412, 0.3718, 0.3683, 0.3613, 0.319, 0.2627, 0.2514, 0.3458, 0.3359, 0.3028, 0.2507, 0.2986, 0.2739, 0.2972, 0.3472, 0.3331, 0.331, 0.3577, 0.5254, 0.5711, 0.5824, 0.5352, 0.4465, 0.3218, 0.4366, 0.457, 0.4556, 0.481, 0.3655, 0.4211, 0.5331, 0.4345, 0.3817, 0.3585, 0.3852, 0.3761, 0.3317, 0.2739, 0.2676, 0.2437, 0.2085, 0.1993, 0.1662, 0.2479, 0.0289, 0.0458, 0.0634, -0.0176, -0.0225, 0.0035, 0.0359, -0.0085, -0.0824, -0.0507, 0.1613, 0.1782, 0.2789, 0.2789, 0.2655, 0.1725, 0.1866, 0.2042, 0.2099, 0.181, 0.1782, 0.1944, 0.0979, 0.1176, 0.1711, 0.1366, 0.1063, 0.0838, 0.0423, 0.0493, 0.0585, 0.0451, 0.0514, 0.0514, 0.05, 0.0232, 0.0218, 0.012, 0.012, 0.0542, 0.1669, 0.1634, 0.1606, 0.1901, 0.2486, 0.2437, 0.2239, 0.1754, 0.2268, 0.1655]}
{"unit_id": "quote:1964187232849567757", "ticker_idx": 0, "ts": "2025-09-06T04:41:43+00:00", "symbol": "RDDT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Another Climb Incoming?! 💰 Assisted by the (D) BLUE candle, the price is moving toward the upper Bollinger Band and the band is contracting. Touchdown -> Climb seem inevitable", "tweet_type": "prediction", "timeline": "days", "summary": "Bullish RDDT: Bollinger Band contraction + blue candle signal point to imminent climb toward upper band.", "resolved_tickers": ["RDDT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "quote", "lang": "en", "tweet_text": "🟦 $RDDT Another Climb Incoming?! 💰\n\nAssisted by the (D) BLUE candle, the price is moving toward the upper Bollinger Band and the band is contracting. Touchdown -> Climb seem inevitable 👀\n\n230+ Daily BLUE Candle Alerts. Free Trial:\nhttps://t.co/ZQDP5HCFyq https://t.co/vqKMCYUR1U", "reply_text": null, "parent_text": null, "quoted_text": "🟦 $RDDT Great Support from the middle Bollinger Band. Fib Channel 100% Challenge Incoming? The Band is contracting!\n\nMay (D) BLUE Candle: 60% Gains 💰\nJuly (D) BLUE candle: 83% Gains 💵\n\n240+ Daily Smart Candle Alerts. Free Trial:\nhttps://t.co/ZQDP5HC7IS https://t.co/OoThKcGAgB", "parent_author": null, "ret_m1d": 0.04356902538745944, "ret_signed_m1d": 0.04356902538745944, "alpha_spy_m1d": 0.046019583370904615, "alpha_c_m1d": 0.04470125040338846, "bench_spy_m1d": -0.0024505579834451785, "bench_c_m1d": -0.0011322250159290226, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.044438652972282444, "ret_signed_p1d": 0.044438652972282444, "alpha_spy_p1d": 0.042126673020348226, "alpha_c_p1d": 0.038777662457055495, "bench_spy_p1d": 0.0023119799519342177, "bench_c_p1d": 0.005660990515226949, "ret_p1w": 0.14636063808252264, "ret_signed_p1w": 0.14636063808252264, "alpha_spy_p1w": 0.12774248456964088, "alpha_c_p1w": 0.10995584947313142, "bench_spy_p1w": 0.018618153512881763, "bench_c_p1w": 0.036404788609391225, "ret_p1m": -0.10461778417935974, "ret_signed_p1m": -0.10461778417935974, "alpha_spy_p1m": -0.13874878293415482, "alpha_c_p1m": -0.11894243564069573, "bench_spy_p1m": 0.03413099875479508, "bench_c_p1m": 0.014324651461335991, "ret_p3m": -0.03143749831226428, "ret_signed_p3m": -0.03143749831226428, "alpha_spy_p3m": -0.08916842143408021, "alpha_c_p3m": -0.043402428133556104, "bench_spy_p3m": 0.057730923121815936, "bench_c_p3m": 0.011964929821291825, "ret_p6m": -0.3665101089313546, "ret_signed_p6m": -0.3665101089313546, "alpha_spy_p6m": -0.4210732352669634, "alpha_c_p6m": -0.40077767816642995, "bench_spy_p6m": 0.05456312633560878, "bench_c_p6m": 0.034267569235075346, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": 0.14636063808252264, "alpha_spy_stated": 0.12774248456964088, "alpha_c_stated": 0.10995584947313142, "price_path": [-0.4998, -0.4947, -0.4861, -0.4513, -0.418, -0.3862, -0.3862, -0.3949, -0.4167, -0.3878, -0.3839, -0.3741, -0.3782, -0.3453, -0.3381, -0.3072, -0.3172, -0.3172, -0.3331, -0.3653, -0.3667, -0.3782, -0.3669, -0.3635, -0.3704, -0.3725, -0.3803, -0.3554, -0.3639, -0.366, -0.3647, -0.3559, -0.3492, -0.3408, -0.3702, -0.3507, -0.3017, -0.1798, -0.1227, -0.1343, -0.0747, -0.079, -0.0632, -0.0401, -0.0259, 0.0208, 0.0587, 0.0718, 0.0512, -0.0078, -0.0505, -0.0493, -0.0551, -0.0446, -0.0459, -0.0821, -0.0193, -0.0213, -0.0213, -0.0431, -0.0297, 0.0093, 0.0436, 0.0, 0.0444, 0.1263, 0.1329, 0.1057, 0.1464, 0.1595, 0.1587, 0.1771, 0.15, 0.1199, 0.0325, 0.0248, 0.012, 0.044, 0.0522, 0.0, -0.1191, -0.1264, -0.0991, -0.1146, -0.1046, -0.1204, -0.0795, -0.1367, -0.1144, -0.1462, -0.1271, -0.1348, -0.1523, -0.1196, -0.1055, -0.1432, -0.1268, -0.0686, -0.0467, -0.074, -0.0835, -0.1546, -0.0914, -0.1087, -0.1835, -0.1466, -0.2015, -0.1539, -0.1121, -0.0947, -0.1181, -0.1764, -0.1594, -0.1845, -0.1926, -0.1835, -0.2091, -0.2022, -0.1521, -0.05, -0.0975, -0.0975, -0.0587, -0.0286, -0.0314, -0.0397, -0.0314, 0.018, 0.0303, 0.0267, 0.0354, 0.0155, -0.0226, -0.0499, -0.026, -0.0115, 0.0059, 0.014, 0.0138, -0.0181, -0.018, -0.018, -0.0183, 0.0203, 0.0147, -0.0005, -0.0005, 0.0518, 0.0612, 0.1036, 0.111, 0.1042, 0.0634, 0.061, 0.1259, 0.0974, -0.0053, 0.0045, 0.0045, -0.0201, -0.0863, -0.0671, -0.0483, -0.0711, -0.1464, -0.1602, -0.1736, -0.2161, -0.2297, -0.2808, -0.3361, -0.3432, -0.392, -0.3837, -0.3479, -0.3943, -0.4301, -0.3928, -0.3928, -0.3946, -0.3588, -0.3646, -0.347, -0.3806, -0.3822, -0.3492, -0.3423, -0.366, -0.3603, -0.3665]}
{"unit_id": "reply:1961747019560792346", "ticker_idx": 0, "ts": "2025-08-30T11:05:11+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "flipped_to_implicit", "polarity_reversed": false, "quote": "$223 가능해 보입니다", "tweet_type": "prediction", "timeline": "months", "summary": "Agrees with parent's bullish NVDA view; sees ~$223 as achievable by November.", "resolved_tickers": ["NVDA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "ko", "tweet_text": "@h529ZMjLtB2IPXB $223 가능해 보입니다", "reply_text": null, "parent_text": "@TradexWhisperer 11월까지 매크로가 버텨준다면, 230불 부근은 가지 않을까 생각합니다.", "quoted_text": null, "parent_author": "h529ZMjLtB2IPXB", "ret_m1d": 0.01990865277470477, "ret_signed_m1d": 0.01990865277470477, "alpha_spy_m1d": 0.012443078299823496, "alpha_c_m1d": 0.006609275903496581, "bench_spy_m1d": 0.007465574474881276, "bench_c_m1d": 0.01329937687120819, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0009368051517751885, "ret_signed_p1d": -0.0009368051517751885, "alpha_spy_p1d": -0.00635635131478296, "alpha_c_p1d": -0.0007622000062449397, "bench_spy_p1d": 0.005419546163007771, "bench_c_p1d": -0.00017460514553024886, "ret_p1w": -0.00011711182730145264, "ret_signed_p1w": -0.00011711182730145264, "alpha_spy_p1w": -0.015829256038563222, "alpha_c_p1w": -0.03966603214986575, "bench_spy_p1w": 0.01571214421126177, "bench_c_p1w": 0.039548920322564296, "ret_p1m": 0.0964432449155439, "ret_signed_p1m": 0.0964432449155439, "alpha_spy_p1m": 0.04953610855808921, "alpha_c_p1m": -0.0683500317818928, "bench_spy_p1m": 0.04690713635745469, "bench_c_p1m": 0.1647932766974367, "ret_p3m": 0.03647957373799926, "ret_signed_p3m": 0.03647957373799926, "alpha_spy_p3m": -0.033826192219995166, "alpha_c_p3m": -0.19320483975006653, "bench_spy_p3m": 0.07030576595799443, "bench_c_p3m": 0.2296844134880658, "ret_p6m": 0.14522725465094544, "ret_signed_p6m": 0.14522725465094544, "alpha_spy_p6m": 0.05642781390639473, "alpha_c_p6m": -0.3469747128519809, "bench_spy_p6m": 0.0887994407445507, "bench_c_p6m": 0.49220196750292633, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.0964432449155439, "alpha_spy_stated": 0.04953610855808921, "alpha_c_stated": -0.0683500317818928, "price_path": [-0.1803, -0.1702, -0.1649, -0.1571, -0.1637, -0.151, -0.1687, -0.1528, -0.1561, -0.1481, -0.1481, -0.1577, -0.1558, -0.134, -0.0964, -0.0923, -0.0763, -0.0749, -0.1024, -0.0792, -0.067, -0.067, -0.0734, -0.0631, -0.0463, -0.0391, -0.0343, -0.0393, -0.0005, 0.0035, 0.013, 0.0095, 0.0035, -0.022, 0.0, 0.0173, 0.0159, 0.035, 0.0277, 0.0497, 0.0415, 0.0172, 0.054, 0.0438, 0.0506, 0.0585, 0.0698, 0.066, 0.0725, 0.0633, 0.0658, 0.0566, 0.0658, 0.0285, 0.0271, 0.0246, 0.0422, 0.0529, 0.0644, 0.0634, 0.055, 0.0199, 0.0199, 0.0, -0.0009, 0.0052, -0.022, -0.0145, -0.0001, 0.0384, 0.0375, 0.0413, 0.0409, 0.0241, -0.0028, 0.032, 0.0345, 0.0752, 0.0449, 0.0363, 0.0405, 0.0434, 0.0649, 0.0926, 0.0964, 0.1061, 0.0987, 0.0865, 0.0836, 0.1074, 0.1277, 0.0726, 0.1028, 0.0542, 0.0531, 0.0646, 0.0729, 0.0695, 0.0608, 0.0557, 0.0667, 0.0907, 0.1213, 0.1772, 0.2124, 0.1881, 0.1857, 0.2115, 0.1635, 0.1431, 0.1014, 0.1018, 0.1656, 0.1311, 0.1349, 0.0942, 0.1136, 0.0927, 0.062, 0.0922, 0.0578, 0.0475, 0.069, 0.0413, 0.0556, 0.0556, 0.0365, 0.0536, 0.0626, 0.0516, 0.0739, 0.0682, 0.0866, 0.0832, 0.0762, 0.0596, 0.0249, 0.0324, 0.0408, 0.001, 0.0198, 0.0599, 0.0757, 0.108, 0.1045, 0.1045, 0.1158, 0.1022, 0.0983, 0.0922, 0.0922, 0.1059, 0.1017, 0.0965, 0.1075, 0.0836, 0.0826, 0.083, 0.0881, 0.0725, 0.0954, 0.0906, 0.0906, 0.0428, 0.0735, 0.0824, 0.099, 0.092, 0.104, 0.1216, 0.1274, 0.1193, 0.087, 0.0561, 0.0201, 0.0066, 0.0858, 0.1129, 0.1041, 0.113, 0.0947, 0.0706, 0.0706, 0.0832, 0.1008, 0.1004, 0.1116, 0.1217, 0.1294, 0.1452]}
{"unit_id": "quote:1944827155143385389", "ticker_idx": 0, "ts": "2025-07-14T18:31:41+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU BS News. Buy the Dip. Tons of PT Upgrades from Citi, UBS, Susquehanna, Rosenblatt & Deutsche Bank after Q3 Earnings", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Author endorses buying MU dip, citing multiple analyst PT upgrades (Citi $150, UBS $155, Susquehanna $160, Rosenblatt $200, Deutsche Bank $150) post strong Q3 earnings on AI/HBM demand.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU BS News. Buy the Dip. Tons of PT Upgrades from Citi, UBS, Susquehanna, Rosenblatt & Deutsche Bank after Q3 Earnings\n\nCiti: Raised PT from $130 to $150 on June 26, 2025, maintaining a Buy rating. The upgrade was driven by strong Q3 results, with revenue of $9.3 billion and EPS of $1.91 surpassing estimates, fueled by AI-driven demand and DRAM\n\nUBS: Increased PT from $120 to $155 on June 26, 2025, with a positive outlook citing improved DRAM and NAND pricing visibility into 2026\n\nSusquehanna: Adjusted PT from $150 to $160 on June 26, 2025, reflecting confidence in Micron’s HBM market share and data center demand\n\nRosenblatt: Raised PT from $172 to $200 on June 26, 2025, maintaining a Buy rating, driven by Micron’s record DRAM revenue and strong HBM growth\n\nDeutsche Bank: Initiated coverage with a Buy rating and a PT of $150 on June 26, 2025, highlighting Micron’s positioning in AI memory markets", "reply_text": null, "parent_text": null, "quoted_text": "$MU Next Gen HBM (12-Stack) is already in Production\n\n\"We are executing well on our HBM ramp and product development roadmap. Our yield and volume ramp on HBM3E 12H is progressing extremely well, and we expect shipment crossover in FQ4\"\n\n\"Micron has delivered samples of HBM4 to https://t.co/s3NTZZV7xO", "parent_author": null, "ret_m1d": 0.04991147535175533, "ret_signed_m1d": 0.04991147535175533, "alpha_spy_m1d": 0.05181612400215507, "alpha_c_m1d": 0.04230608650700507, "bench_spy_m1d": -0.0019046486503997428, "bench_c_m1d": 0.0076053888447502604, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.012646415130194155, "ret_signed_p1d": 0.012646415130194155, "alpha_spy_p1d": 0.016919726087889497, "alpha_c_p1d": -0.006560021527597604, "bench_spy_p1d": -0.004273310957695342, "bench_c_p1d": 0.01920643665779176, "ret_p1w": -0.0453586963348509, "ret_signed_p1w": -0.0453586963348509, "alpha_spy_p1w": -0.05169675942055951, "alpha_c_p1w": -0.06354875648807456, "bench_spy_p1w": 0.006338063085708612, "bench_c_p1w": 0.018190060153223664, "ret_p1m": 0.07705924886908444, "ret_signed_p1m": 0.07705924886908444, "alpha_spy_p1m": 0.04844250538369588, "alpha_c_p1m": 0.025257844095773585, "bench_spy_p1m": 0.028616743485388563, "bench_c_p1m": 0.051801404773310855, "ret_p3m": 0.6225481635604397, "ret_signed_p3m": 0.6225481635604397, "alpha_spy_p3m": 0.5453874728062822, "alpha_c_p3m": 0.41264361583081755, "bench_spy_p3m": 0.07716069075415755, "bench_c_p3m": 0.2099045477296222, "ret_p6m": 1.8984391511811607, "ret_signed_p6m": 1.8984391511811607, "alpha_spy_p6m": 1.7848559563375002, "alpha_c_p6m": 1.5356671996535114, "bench_spy_p6m": 0.11358319484366053, "bench_c_p6m": 0.3627719515276493, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.07705924886908444, "alpha_spy_stated": 0.04844250538369588, "alpha_c_stated": 0.025257844095773585, "price_path": [-0.416, -0.4205, -0.4205, -0.4378, -0.4086, -0.3857, -0.3479, -0.328, -0.3383, -0.3524, -0.3518, -0.3449, -0.3201, -0.3226, -0.3219, -0.3041, -0.2828, -0.2768, -0.2226, -0.1836, -0.1971, -0.196, -0.1745, -0.1691, -0.1737, -0.1927, -0.2012, -0.2135, -0.2135, -0.1882, -0.1899, -0.1846, -0.2044, -0.173, -0.1387, -0.1303, -0.1047, -0.0856, -0.0655, -0.0386, -0.0227, -0.0214, -0.0263, 0.0094, 0.0136, 0.0261, 0.0261, 0.0411, 0.0283, 0.0774, 0.0718, 0.0613, 0.0509, 0.0381, 0.0183, 0.0254, 0.0301, 0.0301, 0.011, 0.049, 0.0306, 0.0379, 0.0499, 0.0, 0.0126, -0.0184, -0.0451, -0.0356, -0.0454, -0.0792, -0.074, -0.058, -0.062, -0.0621, -0.0561, -0.0326, -0.0798, -0.1158, -0.0914, -0.0805, -0.0829, -0.0568, 0.0024, 0.0431, 0.0771, 0.0477, 0.0563, 0.0191, 0.0416, 0.029, -0.0118, -0.0238, -0.0078, -0.0185, -0.0178, -0.0073, 0.0286, 0.0034, 0.0034, -0.0011, 0.0009, 0.0472, 0.1076, 0.1083, 0.1402, 0.1803, 0.2695, 0.3256, 0.3302, 0.339, 0.3489, 0.4239, 0.372, 0.3879, 0.403, 0.3634, 0.3222, 0.3259, 0.3818, 0.4107, 0.5357, 0.5492, 0.5846, 0.611, 0.5665, 0.6581, 0.6225, 0.532, 0.6263, 0.5781, 0.6193, 0.7086, 0.7073, 0.7444, 0.7066, 0.6743, 0.7439, 0.8477, 0.8568, 0.8721, 0.9119, 0.8898, 0.8878, 0.98, 0.8394, 1.0036, 1.0106, 1.0072, 1.1369, 1.0341, 1.066, 0.999, 1.0823, 1.0412, 0.9277, 0.9059, 0.6988, 0.7494, 0.8891, 0.8942, 0.9425, 0.9425, 0.995, 1.0286, 1.0204, 0.9754, 0.9121, 1.0013, 1.0831, 1.1295, 1.2247, 1.1804, 1.0343, 1.0036, 0.9615, 0.9025, 1.0968, 1.2434, 1.3334, 1.3307, 1.4185, 1.4185, 1.4026, 1.4844, 1.4697, 1.4088, 1.4088, 1.662, 1.6344, 1.8984]}
{"unit_id": "quote:1926481755470508204", "ticker_idx": 0, "ts": "2025-05-25T03:33:37+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "🔥 $PLTR THE BEST TWO MINUTES of Alex Karp's CNBC interview earlier this year.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish PLTR; author enthusiastically endorses Karp's thesis that Palantir is the defining AI-execution platform customers are increasingly adopting.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "🔥 $PLTR THE BEST TWO MINUTES of Alex Karp's CNBC interview earlier this year.\n\n\"IF THE AI REVOLUTION IS DEFINED BY WHO GETS PAID THEN CLEARLY WE'RE DOING SOMETHING RIGHT\"\n\n\"Customers react very strongly positively to what we're doing because it actually is disruptive in a positive way. They also react very strongly and positively to it because in fact the way we're doing it embodies a cultural way of organizing around tech that all these companies actually want to embrace meaning, flatten the hierarchy get to the value proposition\"\n\n\"Does it execute in the cheapest, most efficient, and safest way? There may be many ways to do that, but one way that I think people increasingly see that works is BY PALANTIR\"", "reply_text": null, "parent_text": null, "quoted_text": "$PLTR valuation makes ZERO sense \n\nBut then why do institutions keep buying it?\nWhat do they know that you don't?\n\nI work in BIG DATA analytics and let me share the secrets of Palantir in the most basic way\n\nPalantir has monopoly on Automated Governance, serving as the ultimate https://t.co/XGLRmO7rq8", "parent_author": null, "ret_m1d": -0.0006483656005382699, "ret_signed_m1d": -0.0006483656005382699, "alpha_spy_m1d": 0.01971876563750885, "alpha_c_m1d": 0.01971876563750885, "bench_spy_m1d": -0.02036713123804712, "bench_c_m1d": -0.02036713123804712, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.002998644528829475, "ret_signed_p1d": 0.002998644528829475, "alpha_spy_p1d": 0.00878409626982568, "alpha_c_p1d": 0.00878409626982568, "bench_spy_p1d": -0.005785451740996206, "bench_c_p1d": -0.005785451740996206, "ret_p1w": 0.07926087063517206, "ret_signed_p1w": 0.07926087063517206, "alpha_spy_p1w": 0.07090438621140449, "alpha_c_p1w": 0.07090438621140449, "bench_spy_p1w": 0.008356484423767574, "bench_c_p1w": 0.008356484423767574, "ret_p1m": 0.15811649731212074, "ret_signed_p1m": 0.15811649731212074, "alpha_spy_p1m": 0.12806517088917935, "alpha_c_p1m": 0.12806517088917935, "bench_spy_p1m": 0.030051326422941393, "bench_c_p1m": 0.030051326422941393, "ret_p3m": 0.286490041967544, "ret_signed_p3m": 0.286490041967544, "alpha_spy_p3m": 0.191644943650358, "alpha_c_p3m": 0.191644943650358, "bench_spy_p3m": 0.09484509831718602, "bench_c_p3m": 0.09484509831718602, "ret_p6m": 0.34062727115000624, "ret_signed_p6m": 0.34062727115000624, "alpha_spy_p6m": 0.21327990553713905, "alpha_c_p6m": 0.21327990553713905, "bench_spy_p6m": 0.1273473656128672, "bench_c_p6m": 0.1273473656128672, "ret_p1y": 0.08379930617584619, "ret_signed_p1y": 0.08379930617584619, "alpha_spy_p1y": -0.19632693366477416, "alpha_c_p1y": -0.19632693366477416, "bench_spy_p1y": 0.28012623984062035, "bench_c_p1y": 0.28012623984062035, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.15811649731212074, "alpha_spy_stated": 0.12806517088917935, "alpha_c_stated": 0.12806517088917935, "price_path": [-0.313, -0.3118, -0.3239, -0.316, -0.2696, -0.3479, -0.3119, -0.381, -0.3675, -0.3221, -0.3547, -0.3011, -0.2921, -0.3201, -0.3022, -0.2918, -0.2628, -0.2159, -0.2179, -0.2521, -0.2699, -0.3042, -0.316, -0.3137, -0.2913, -0.3225, -0.4002, -0.3692, -0.3734, -0.2543, -0.282, -0.2824, -0.2494, -0.2025, -0.2486, -0.24, -0.24, -0.2641, -0.2383, -0.1829, -0.1265, -0.086, -0.0708, -0.0592, -0.0401, -0.0583, 0.0072, 0.0031, -0.1178, -0.1046, -0.0344, -0.0494, -0.04, 0.0382, 0.055, 0.0383, 0.0497, 0.0238, 0.0178, -0.0228, -0.0089, -0.0006, -0.0006, 0.0, 0.003, -0.0087, 0.068, 0.0701, 0.0793, 0.0537, -0.0282, 0.0351, 0.0703, 0.0763, 0.1054, 0.0956, 0.1135, 0.146, 0.12, 0.1343, 0.1343, 0.1127, 0.134, 0.1608, 0.1581, 0.1691, 0.0596, 0.1048, 0.0591, 0.0708, 0.0889, 0.0889, 0.1275, 0.1323, 0.16, 0.1549, 0.1516, 0.2088, 0.2041, 0.223, 0.248, 0.2442, 0.2302, 0.2081, 0.2532, 0.255, 0.287, 0.2795, 0.2662, 0.2854, 0.2833, 0.2503, 0.3021, 0.4042, 0.4551, 0.4766, 0.5152, 0.4805, 0.5153, 0.4942, 0.4671, 0.4359, 0.4104, 0.2785, 0.2644, 0.2657, 0.2865, 0.2738, 0.3038, 0.2701, 0.2815, 0.27, 0.27, 0.2731, 0.2554, 0.2654, 0.2409, 0.2651, 0.3158, 0.3513, 0.332, 0.3893, 0.3876, 0.3799, 0.3642, 0.4342, 0.4782, 0.4534, 0.4795, 0.4552, 0.4517, 0.4391, 0.4496, 0.4784, 0.4989, 0.5159, 0.4026, 0.455, 0.4764, 0.4876, 0.5031, 0.4218, 0.4362, 0.4567, 0.4557, 0.4436, 0.4438, 0.4717, 0.471, 0.4222, 0.4627, 0.4963, 0.5332, 0.5366, 0.6112, 0.5767, 0.6247, 0.6791, 0.5458, 0.5228, 0.4187, 0.442, 0.5691, 0.5476, 0.4926, 0.3951, 0.4102, 0.3879, 0.3561, 0.3406]}
{"unit_id": "quote:1953314374141264028", "ticker_idx": 0, "ts": "2025-08-07T04:36:52+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Palantir blew their quarter out yesterday, so we were happy to see that.", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Bullish PLTR: partner Voyager Space CEO cites blowout quarter and deep strategic partnerships across Starlab, ISR, and ISS edge computing.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "$PLTR Palantir partner Voyager Space CEO mentions Palantir 8 times durings its earnings call today 👇\n\n\"Palantir blew their quarter out yesterday, so we were happy to see that.\n\n\"And then just final point, I just want to emphasize that Palantir is also a partner on Starlab ... also supply chain optimization and other technologies and capabilities that they have that can enhance our entire program. So very much -- a really important partner for us.\"\n\n\"So we're partnering with Palantir in a couple of ways. One, of course, is our, I'll call it, software stack in general and as part of that, our ISR business is actually growing quite robustly.\"\n\n\"we're partnering with NVIDIA and Palantir to create an edge computing device that we would get on the manifest with NASA and run a demonstration mission on the ISS.\"", "reply_text": null, "parent_text": null, "quoted_text": "🟦 $PLTR If you bought at (W) BLUE candle in April and held through the green smart candles, your position would’ve been up by 96.7% at some point today\n\nAs the Market Wizards say, \"Money is made by sitting\" and for us that would sitting through the (W) green smart candles. https://t.co/X48jTdv1cX", "parent_author": null, "ret_m1d": -0.014599361727020255, "ret_signed_m1d": -0.014599361727020255, "alpha_spy_m1d": -0.015437798069594888, "alpha_c_m1d": -0.015437798069594888, "bench_spy_m1d": 0.0008384363425746333, "bench_c_m1d": 0.0008384363425746333, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.026125191247819757, "ret_signed_p1d": 0.026125191247819757, "alpha_spy_p1d": 0.018327440443594245, "alpha_c_p1d": 0.018327440443594245, "bench_spy_p1d": 0.007797750804225512, "bench_c_p1d": 0.007797750804225512, "ret_p1w": -0.006476359470612092, "ret_signed_p1w": -0.006476359470612092, "alpha_spy_p1w": -0.026563498286583886, "alpha_c_p1w": -0.026563498286583886, "bench_spy_p1w": 0.020087138815971795, "bench_c_p1w": 0.020087138815971795, "ret_p1m": -0.15965969717416773, "ret_signed_p1m": -0.15965969717416773, "alpha_spy_p1m": -0.18336870529909421, "alpha_c_p1m": -0.18336870529909421, "bench_spy_p1m": 0.02370900812492649, "bench_c_p1m": 0.02370900812492649, "ret_p3m": 0.04687161738728163, "ret_signed_p3m": 0.04687161738728163, "alpha_spy_p3m": -0.024084693930086276, "alpha_c_p3m": -0.024084693930086276, "bench_spy_p3m": 0.0709563113173679, "bench_c_p3m": 0.0709563113173679, "ret_p6m": -0.1954445730340344, "ret_signed_p6m": -0.1954445730340344, "alpha_spy_p6m": -0.29617835612323207, "alpha_c_p6m": -0.29617835612323207, "bench_spy_p6m": 0.10073378308919767, "bench_c_p6m": 0.10073378308919767, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.15965969717416773, "alpha_spy_stated": -0.18336870529909421, "alpha_c_stated": -0.18336870529909421, "price_path": [-0.3498, -0.2969, -0.2855, -0.2968, -0.2891, -0.3066, -0.3107, -0.3382, -0.3288, -0.3232, -0.3232, -0.3228, -0.3207, -0.3286, -0.2767, -0.2753, -0.2691, -0.2864, -0.3419, -0.299, -0.2752, -0.2711, -0.2514, -0.258, -0.2459, -0.2239, -0.2415, -0.2318, -0.2318, -0.2464, -0.2321, -0.2139, -0.2157, -0.2083, -0.2824, -0.2518, -0.2828, -0.2749, -0.2626, -0.2626, -0.2364, -0.2332, -0.2144, -0.2179, -0.2201, -0.1814, -0.1845, -0.1717, -0.1548, -0.1574, -0.1669, -0.1818, -0.1513, -0.1501, -0.1284, -0.1335, -0.1425, -0.1295, -0.1309, -0.1533, -0.1182, -0.049, -0.0146, 0.0, 0.0261, 0.0026, 0.0262, 0.0119, -0.0065, -0.0276, -0.0448, -0.1342, -0.1437, -0.1428, -0.1288, -0.1374, -0.1171, -0.1398, -0.1322, -0.1399, -0.1399, -0.1378, -0.1498, -0.143, -0.1597, -0.1432, -0.1089, -0.0849, -0.0979, -0.0591, -0.0603, -0.0655, -0.0761, -0.0287, 0.001, -0.0158, 0.0019, -0.0145, -0.0169, -0.0254, -0.0183, 0.0012, 0.0151, 0.0266, -0.0501, -0.0147, -0.0002, 0.0075, 0.0179, -0.0371, -0.0274, -0.0135, -0.0142, -0.0224, -0.0222, -0.0033, -0.0038, -0.0368, -0.0094, 0.0133, 0.0383, 0.0406, 0.0912, 0.0678, 0.1003, 0.1371, 0.0469, 0.0313, -0.0392, -0.0234, 0.0626, 0.0481, 0.0108, -0.0552, -0.045, -0.0601, -0.0816, -0.0921, -0.1452, -0.1501, -0.1095, -0.1024, -0.0902, -0.0902, -0.0755, -0.0807, -0.0632, -0.0336, -0.0235, -0.0024, -0.0039, -0.002, 0.0313, 0.0293, 0.0075, 0.0058, 0.0305, -0.0269, 0.0192, 0.0614, 0.0647, 0.0655, 0.0657, 0.0657, 0.0357, 0.0109, -0.0075, -0.0244, -0.0244, -0.0787, -0.0448, -0.0137, -0.0029, -0.0293, -0.0259, -0.0153, -0.0178, -0.0209, -0.0282, -0.0617, -0.0617, -0.075, -0.0926, -0.0895, -0.0692, -0.0808, -0.0906, -0.1364, -0.1665, -0.1954]}
{"unit_id": "quote:1961980426865770684", "ticker_idx": 0, "ts": "2025-08-31T02:32:40+00:00", "symbol": "RDDT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Reddit is poised to be the heartbeat of community-driven AI.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish RDDT as essential community data layer for LLMs, with high-margin licensing + ad growth.", "resolved_tickers": ["RDDT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "quote", "lang": "en", "tweet_text": "The key to Large Language Models delivering human-like conviction and relevant insights on current events, products, and personal matters is tapping into $RDDT's community data.\n\nReddit is poised to be the heartbeat of community-driven AI.", "reply_text": null, "parent_text": null, "quoted_text": "$RDDT Data Licensing is relatively small revenue figures but remarkably high margins (>90%).\n\nThis high-margin revenue stream, combined with the future growth in the AI training data market and also advertising, positions Reddit favorably.", "parent_author": null, "ret_m1d": 0.02281198004250773, "ret_signed_m1d": 0.02281198004250773, "alpha_spy_m1d": 0.015346405567626453, "alpha_c_m1d": 0.02110344252366847, "bench_spy_m1d": 0.007465574474881276, "bench_c_m1d": 0.0017085375188392593, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.013996191335204466, "ret_signed_p1d": 0.013996191335204466, "alpha_spy_p1d": 0.008576645172196695, "alpha_c_p1d": -0.0027303583221500727, "bench_spy_p1d": 0.005419546163007771, "bench_c_p1d": 0.01672654965735454, "ret_p1w": 0.09152049265240003, "ret_signed_p1w": 0.09152049265240003, "alpha_spy_p1w": 0.07580834844113826, "alpha_c_p1w": 0.05312122828294852, "bench_spy_p1w": 0.01571214421126177, "bench_c_p1w": 0.03839926436945151, "ret_p1m": -0.07934195968728563, "ret_signed_p1m": -0.07934195968728563, "alpha_spy_p1m": -0.12624909604474033, "alpha_c_p1m": -0.1325526249407888, "bench_spy_p1m": 0.04690713635745469, "bench_c_p1m": 0.05321066525350315, "ret_p3m": -0.016313716157952518, "ret_signed_p3m": -0.016313716157952518, "alpha_spy_p3m": -0.08661948211594694, "alpha_c_p3m": -0.057612485341223874, "bench_spy_p3m": 0.07030576595799443, "bench_c_p3m": 0.041298769183271355, "ret_p6m": -0.3198673096908774, "ret_signed_p6m": -0.3198673096908774, "alpha_spy_p6m": -0.4086667504354281, "alpha_c_p6m": -0.37458643162500327, "bench_spy_p6m": 0.0887994407445507, "bench_c_p6m": 0.05471912193412587, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.07934195968728563, "alpha_spy_stated": -0.12624909604474033, "alpha_c_stated": -0.1325526249407888, "price_path": [-0.49, -0.4488, -0.4659, -0.4679, -0.4773, -0.472, -0.463, -0.4265, -0.3918, -0.3585, -0.3585, -0.3677, -0.3904, -0.3602, -0.3562, -0.3459, -0.3501, -0.3158, -0.3082, -0.2759, -0.2864, -0.2864, -0.3031, -0.3367, -0.3381, -0.3502, -0.3384, -0.3348, -0.342, -0.3442, -0.3524, -0.3264, -0.3352, -0.3375, -0.3361, -0.3269, -0.3199, -0.3111, -0.3418, -0.3214, -0.2702, -0.1428, -0.0832, -0.0953, -0.0329, -0.0374, -0.021, 0.0031, 0.018, 0.0668, 0.1064, 0.1201, 0.0986, 0.0369, -0.0077, -0.0064, -0.0125, -0.0015, -0.0029, -0.0407, 0.0249, 0.0228, 0.0228, 0.0, 0.014, 0.0548, 0.0906, 0.0451, 0.0915, 0.1771, 0.1839, 0.1555, 0.198, 0.2118, 0.2109, 0.2302, 0.2019, 0.1704, 0.079, 0.071, 0.0577, 0.0911, 0.0996, 0.0451, -0.0793, -0.087, -0.0584, -0.0747, -0.0643, -0.0808, -0.038, -0.0977, -0.0744, -0.1077, -0.0877, -0.0958, -0.1141, -0.0799, -0.0652, -0.1046, -0.0874, -0.0266, -0.0037, -0.0322, -0.0422, -0.1165, -0.0505, -0.0685, -0.1467, -0.1081, -0.1655, -0.1158, -0.0721, -0.0538, -0.0783, -0.1392, -0.1216, -0.1477, -0.1562, -0.1467, -0.1735, -0.1662, -0.1139, -0.0072, -0.0568, -0.0568, -0.0163, 0.0152, 0.0123, 0.0035, 0.0122, 0.0638, 0.0768, 0.0729, 0.082, 0.0613, 0.0214, -0.0071, 0.0179, 0.0331, 0.0513, 0.0597, 0.0595, 0.0262, 0.0263, 0.0263, 0.0259, 0.0663, 0.0604, 0.0446, 0.0446, 0.0992, 0.109, 0.1534, 0.161, 0.154, 0.1113, 0.1089, 0.1766, 0.1469, 0.0395, 0.0498, 0.0498, 0.0241, -0.0451, -0.0251, -0.0054, -0.0292, -0.108, -0.1223, -0.1364, -0.1808, -0.195, -0.2483, -0.3061, -0.3136, -0.3646, -0.3559, -0.3185, -0.367, -0.4044, -0.3654, -0.3654, -0.3673, -0.3299, -0.336, -0.3176, -0.3526, -0.3544, -0.3199]}
{"unit_id": "thread:1950982716616483260", "ticker_idx": 0, "ts": "2025-07-31T18:11:41+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Citi Expects Revenue Beat On AI Government, Commercial Strength", "tweet_type": "news_reaction", "timeline": "weeks", "summary": "Shares Citi's constructive call on PLTR: expects 2-3pt revenue beat in Q2 on AI government and commercial strength.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "self_thread", "lang": "en", "tweet_text": "🚨 $PLTR Citi Expects Revenue Beat On AI Government, Commercial Strength\n\n\"We are constructive on commercial fundamentals into Q2 results,\" Radke said in a report published on Wednesday. \"We expect a 2 to 3 point beat on revenue with upside to both government and commercial revenue consensus estimates. While the acceleration in government has been impressive, second half growth has a tougher compare.\"\n\n\"We continue to see strong AI government demand with Palantir signing a five-year $100 million contract with The Nuclear Company and contracts with the U.S. Navy (partnered with Anduril).\"\n\n\"We see potential tailwinds from the increasing adoption of AI across enterprise\"\n\nAlso, Palantir stock holds a Composite Rating of 99 out of a best-possible 99. IBD's Composite Rating combines five separate proprietary ratings into one easy-to-use rating. 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{"unit_id": "quote:1936490519246635175", "ticker_idx": 0, "ts": "2025-06-21T18:24:52+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "How Palantir Helps Businesses Make Millions Through Data and Why their TAM is Expanding at an Unprecedented Rate", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish PLTR on rapidly expanding TAM across data-driven enterprise use cases.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "🐐 $PLTR How Palantir Helps Businesses Make Millions Through Data and Why their TAM is Expanding at an Unprecedented Rate\n\nReal-Time Decision Making\nSmarter Supply Chains\nManufacturing Efficiency\nOperational Efficiency\nPredictive Maintenance\nFaster Drug Development\nInstant Fraud Detection\nCustomized Customer Experiences\nEnhanced Risk Management\nFinancial Mergers and Acquisitions Insight\nSustainable Growth\n\n🐐", "reply_text": null, "parent_text": null, "quoted_text": "$PLTR valuation makes ZERO sense \n\nBut then why do institutions keep buying it?\nWhat do they know that you don't?\n\nI work in BIG DATA analytics and let me share the secrets of Palantir in the most basic way\n\nPalantir has monopoly on Automated Governance, serving as the ultimate https://t.co/XGLRmO7rq8", "parent_author": null, "ret_m1d": -0.018724951053987304, "ret_signed_m1d": -0.018724951053987304, "alpha_spy_m1d": -0.008944177591503677, "alpha_c_m1d": -0.008944177591503677, "bench_spy_m1d": -0.009780773462483627, "bench_c_m1d": -0.009780773462483627, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, 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{"unit_id": "quote:1927828860575567893", "ticker_idx": 0, "ts": "2025-05-28T20:46:32+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Record $3.8B Q1 Gaming & AI PC revenue, up 48% QoQ and 42% YoY, is a KEY signal of strong consumer sentiment in the broad market", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Gaming/AI PC record revenue signals strong consumer sentiment; bullish for economy and MU.", "resolved_tickers": ["NVDA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "🚀 $NVDA Gaming & AI PC - Probably unpopular segment but THIS IS THE BIGGEST TAKEAWAY\n\nRecord $3.8B Q1 Gaming & AI PC revenue, up 48% QoQ and 42% YoY, is a KEY signal of strong consumer sentiment in the broad market. This is bullish for the economy and $MU\n\n- Announced GeForce RTX™ 5070 & 5060 with Blackwell graphics, starting at $299 desktops, $1,099 laptops 💻\n- NVIDIA DLSS 4 now in 125+ games, incl. Black Myth Wukong, DOOM: The Dark Ages, Indiana Jones, Marvel Rivals, Star Wars Outlaws 🌟\n- Nintendo Switch 2 powered by NVIDIA processor & AI-driven DLSS, up to 4K gaming 🕹️\n- RTX Remix modding platform launched, with 2M+ gamers, plus Half-Life 2 RTX demo release 🛠️", "reply_text": null, "parent_text": null, "quoted_text": "$NVDA Data Center Q1 revenue: $39.1B, up 10% QoQ, 73% YoY 🚀\n\n- Building AI supercomputer factories in the U.S. with partners 🇺🇸\n- Introduced NVIDIA Blackwell Ultra & NVIDIA Dynamo for AI reasoning ⚡️\n- Partnered with HUMAIN to build AI factories in Saudi Arabia 🤝\n- Unveiled", "parent_author": null, "ret_m1d": -0.03146778489281532, "ret_signed_m1d": -0.03146778489281532, "alpha_spy_m1d": -0.027535863648304182, "alpha_c_m1d": -0.024420931457232786, "bench_spy_m1d": -0.0039319212445111384, "bench_c_m1d": -0.007046853435582534, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.02916867791413702, "ret_signed_p1d": -0.02916867791413702, "alpha_spy_p1d": -0.02805017198546822, "alpha_c_p1d": -0.011428569922418808, "bench_spy_p1d": -0.0011185059286688004, "bench_c_p1d": -0.017740107991718213, "ret_p1w": 0.005747602777810501, "ret_signed_p1w": 0.005747602777810501, "alpha_spy_p1w": 0.0006633990962339187, "alpha_c_p1w": -0.023832851955318146, "bench_spy_p1w": 0.005084203681576582, "bench_c_p1w": 0.029580454733128647, "ret_p1m": 0.13342164708625548, "ret_signed_p1m": 0.13342164708625548, "alpha_spy_p1m": 0.08820874861392913, "alpha_c_p1m": -0.007269974500248466, "bench_spy_p1m": 0.045212898472326346, "bench_c_p1m": 0.14069162158650395, "ret_p3m": 0.3060036409388367, "ret_signed_p3m": 0.3060036409388367, "alpha_spy_p3m": 0.2093725119842187, "alpha_c_p3m": 0.09021372762418922, "bench_spy_p3m": 0.096631128954618, "bench_c_p3m": 0.21578991331464747, "ret_p6m": 0.28531156835147464, "ret_signed_p6m": 0.28531156835147464, "alpha_spy_p6m": 0.1619986760994805, "alpha_c_p6m": -0.05084877572099611, "bench_spy_p6m": 0.12331289225199416, "bench_c_p6m": 0.33616034407247075, "ret_p1y": 0.5976178559913512, "ret_signed_p1y": 0.5976178559913512, "alpha_spy_p1y": 0.3314242492550148, "alpha_c_p1y": -0.6469716465474025, "bench_spy_p1y": 0.2661936067363364, "bench_c_p1y": 1.2445895025387537, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.13342164708625548, "alpha_spy_stated": 0.08820874861392913, "alpha_c_stated": -0.007269974500248466, "price_path": [-0.1806, -0.1668, -0.1573, -0.2057, -0.1905, -0.2315, -0.2187, -0.1685, -0.1696, -0.1259, -0.1412, -0.1707, -0.1557, -0.1484, -0.1544, -0.1277, -0.1329, -0.1827, -0.1994, -0.2121, -0.2214, -0.2086, -0.2067, -0.2686, -0.3224, -0.2985, -0.3081, -0.1786, -0.2272, -0.203, -0.2046, -0.1939, -0.2493, -0.2709, -0.2709, -0.3038, -0.2895, -0.2621, -0.2354, -0.2025, -0.2188, -0.2168, -0.2175, -0.1981, -0.1774, -0.1823, -0.1843, -0.159, -0.1568, -0.1619, -0.1163, -0.0665, -0.0277, -0.0313, -0.0272, -0.026, -0.0346, -0.0531, -0.0457, -0.0568, -0.0568, -0.0265, -0.0315, 0.0, -0.0292, -0.013, 0.0146, 0.0196, 0.0057, 0.0182, 0.0247, 0.0343, 0.0262, 0.0418, 0.02, 0.0396, 0.0355, 0.0453, 0.0453, 0.0336, 0.0359, 0.0627, 0.1087, 0.1138, 0.1334, 0.1351, 0.1014, 0.1298, 0.1448, 0.1448, 0.1369, 0.1496, 0.1703, 0.179, 0.1849, 0.1788, 0.2265, 0.2313, 0.243, 0.2388, 0.2314, 0.2001, 0.227, 0.2483, 0.2466, 0.2699, 0.261, 0.288, 0.278, 0.2482, 0.2933, 0.2808, 0.2891, 0.2988, 0.3127, 0.3081, 0.316, 0.3047, 0.3078, 0.2965, 0.3077, 0.262, 0.2602, 0.2572, 0.2788, 0.2919, 0.306, 0.3048, 0.2945, 0.2515, 0.2515, 0.227, 0.2259, 0.2334, 0.2, 0.2093, 0.2269, 0.2741, 0.273, 0.2777, 0.2772, 0.2566, 0.2236, 0.2663, 0.2694, 0.3193, 0.2821, 0.2716, 0.2768, 0.2804, 0.3067, 0.3406, 0.3454, 0.3572, 0.3481, 0.3332, 0.3296, 0.3588, 0.3837, 0.3161, 0.3531, 0.2936, 0.2921, 0.3064, 0.3165, 0.3123, 0.3017, 0.2954, 0.3089, 0.3383, 0.3759, 0.4445, 0.4877, 0.4578, 0.455, 0.4865, 0.4277, 0.4026, 0.3514, 0.3519, 0.4302, 0.3879, 0.3925, 0.3427, 0.3664, 0.3408, 0.3031, 0.3402, 0.298, 0.2853]}
{"unit_id": "quote:1927828860575567893", "ticker_idx": 1, "ts": "2025-05-28T20:46:32+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "This is bullish for the economy and $MU", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Gaming/AI PC record revenue signals strong consumer sentiment; bullish for economy and MU.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "🚀 $NVDA Gaming & AI PC - Probably unpopular segment but THIS IS THE BIGGEST TAKEAWAY\n\nRecord $3.8B Q1 Gaming & AI PC revenue, up 48% QoQ and 42% YoY, is a KEY signal of strong consumer sentiment in the broad market. This is bullish for the economy and $MU\n\n- Announced GeForce RTX™ 5070 & 5060 with Blackwell graphics, starting at $299 desktops, $1,099 laptops 💻\n- NVIDIA DLSS 4 now in 125+ games, incl. 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{"unit_id": "reply:1930767260685074744", "ticker_idx": 0, "ts": "2025-06-05T23:22:41+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I think it's a nice dip to buy! Added some more shares.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Bought more TSLA shares, views current level as a buyable dip.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@SigmaFemale1818 @elonmusk I think it's a nice dip to buy! Added some more shares.", "reply_text": null, "parent_text": "@TradexWhisperer @elonmusk Elon is a visionary and he makes things happen bc he is aligned with his principles and convictions. This signals buy the dip $TSLA and think it’s bullish for SpaceX IPO 🧐", "quoted_text": null, "parent_author": "SigmaFemale1818", "ret_m1d": -0.035373049817870594, "ret_signed_m1d": -0.035373049817870594, "alpha_spy_m1d": -0.025208399948452698, "alpha_c_m1d": -0.022553091969776395, "bench_spy_m1d": -0.010164649869417897, "bench_c_m1d": -0.012819957848094199, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.04553761352840424, "ret_signed_p1d": 0.04553761352840424, "alpha_spy_p1d": 0.044636384751933766, "alpha_c_p1d": 0.03752522158279126, "bench_spy_p1d": 0.0009012287764704752, "bench_c_p1d": 0.008012391945612984, "ret_p1w": 0.10222261100750396, "ret_signed_p1w": 0.10222261100750396, "alpha_spy_p1w": 0.10579446866170383, "alpha_c_p1w": 0.10424922315665996, "bench_spy_p1w": -0.0035718576541998726, "bench_c_p1w": -0.002026612149156004, "ret_p1m": -0.004065908204486157, "ret_signed_p1m": -0.004065908204486157, "alpha_spy_p1m": -0.043080002765533254, "alpha_c_p1m": -0.035617810988693654, "bench_spy_p1m": 0.0390140945610471, "bench_c_p1m": 0.0315519027842075, "ret_p3m": 0.13197119928264978, "ret_signed_p3m": 0.13197119928264978, "alpha_spy_p3m": 0.054354885347601245, "alpha_c_p3m": 0.041190043906727425, "bench_spy_p3m": 0.07761631393504853, "bench_c_p3m": 0.09078115537592235, "ret_p6m": 0.4574100199893538, "ret_signed_p6m": 0.4574100199893538, "alpha_spy_p6m": 0.31548549572998796, "alpha_c_p6m": 0.337924445229133, "bench_spy_p6m": 0.14192452425936586, "bench_c_p6m": 0.11948557476022081, "ret_p1y": 0.4690993251266551, "ret_signed_p1y": 0.4690993251266551, "alpha_spy_p1y": 0.20195895895132887, "alpha_c_p1y": 0.3342158413438374, "bench_spy_p1y": 0.2671403661753262, "bench_c_p1y": 0.13488348378281767, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.004065908204486157, "alpha_spy_stated": -0.043080002765533254, "alpha_c_stated": -0.035617810988693654, "price_path": [-0.2187, -0.1594, -0.1845, -0.153, -0.1936, -0.2366, -0.2009, -0.1995, -0.1573, -0.0568, -0.0237, -0.0782, -0.0746, -0.107, -0.1219, -0.0904, -0.0419, -0.0944, -0.1888, -0.2096, -0.2483, -0.0777, -0.1448, -0.1451, -0.145, -0.139, -0.1816, -0.1822, -0.1822, -0.2292, -0.1937, -0.1504, -0.1207, -0.0345, -0.0314, -0.0105, -0.044, -0.0495, -0.0269, -0.0504, -0.0671, -0.0641, -0.035, 0.0106, 0.0787, 0.1319, 0.178, 0.1616, 0.1858, 0.1591, 0.1649, 0.1338, 0.1555, 0.1498, 0.1498, 0.2296, 0.2093, 0.2144, 0.1739, 0.1611, 0.1665, 0.1251, -0.0354, 0.0, 0.0455, 0.1049, 0.106, 0.0812, 0.1022, 0.1152, 0.0719, 0.0912, 0.0912, 0.0915, 0.1814, 0.1536, 0.1098, 0.1038, 0.0965, 0.0763, 0.0189, 0.0695, 0.0685, 0.0685, -0.0041, 0.009, 0.0025, 0.0499, 0.0622, 0.0737, 0.053, 0.0899, 0.0822, 0.1169, 0.113, 0.1253, 0.1268, 0.0344, 0.0709, 0.1032, 0.0883, 0.081, 0.0445, 0.0254, 0.0478, 0.046, 0.0839, 0.0919, 0.1169, 0.1487, 0.1548, 0.1499, 0.137, 0.12, 0.1356, 0.1158, 0.0974, 0.0846, 0.152, 0.1744, 0.1915, 0.1845, 0.1723, 0.1312, 0.1312, 0.1159, 0.132, 0.147, 0.1887, 0.1737, 0.1756, 0.1784, 0.2496, 0.3415, 0.3893, 0.4285, 0.4429, 0.4124, 0.4436, 0.4712, 0.4429, 0.5003, 0.4345, 0.4922, 0.5017, 0.5068, 0.5568, 0.4773, 0.4564, 0.5357, 0.4674, 0.4864, 0.4757, 0.401, 0.4769, 0.4544, 0.4744, 0.4527, 0.4885, 0.516, 0.4996, 0.4873, 0.5212, 0.4695, 0.5329, 0.5604, 0.5637, 0.4912, 0.5469, 0.5869, 0.5053, 0.5656, 0.5108, 0.4553, 0.5085, 0.4895, 0.459, 0.362, 0.37, 0.3855, 0.3595, 0.3688, 0.3391, 0.3251, 0.4155, 0.421, 0.4453, 0.4453, 0.4575, 0.4574]}
{"unit_id": "quote:1940989659267715323", "ticker_idx": 0, "ts": "2025-07-04T04:22:51+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "You are about to witness a Mega Cycle that will flatten $MU cyclical behavior. Forward PE is 10 — nearly a single digit. This is the valuation of a company whose AI Memory is directly enabling $NVDA Blackwell GPUs", "tweet_type": "analysis", "timeline": "quarters", "summary": "Strongly bullish MU at ~10x fwd PE as AI memory enables NVDA Blackwell/Rubin; calls it a Mega Cycle that eliminates historical cyclicality.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$COST Forward PE is 49\n$MU Forward PE is 10\n\nNearly a single digit. This is the valuation of a company whose AI Memory is directly enabling $NVDA Blackwell GPUs and upcoming Rubin, so on and so forth.\n\nYou are about to witness a Mega Cycle that will flatten $MU cyclical behavior.", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": 0.018804259597410278, "ret_signed_m1d": 0.018804259597410278, "alpha_spy_m1d": 0.011296338861836341, "alpha_c_m1d": 0.00500673389911932, "bench_spy_m1d": 0.007507920735573936, "bench_c_m1d": 0.013797525698290958, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.037524991430599286, "ret_signed_p1d": 0.037524991430599286, "alpha_spy_p1d": 0.03807262730007266, "alpha_c_p1d": 0.024227862942426848, "bench_spy_p1d": -0.000547635869473373, "bench_c_p1d": 0.013297128488172438, "ret_p1w": -0.01092391519032987, "ret_signed_p1w": -0.01092391519032987, "alpha_spy_p1w": -0.01757786997040156, "alpha_c_p1w": -0.030798099158798276, "bench_spy_p1w": 0.006653954780071691, "bench_c_p1w": 0.019874183968468406, "ret_p1m": -0.090560406947777, "ret_signed_p1m": -0.090560406947777, "alpha_spy_p1m": -0.10230544645849204, "alpha_c_p1m": -0.11679717481730822, "bench_spy_p1m": 0.011745039510715038, "bench_c_p1m": 0.02623676786953122, "ret_p3m": 0.5322715346809062, "ret_signed_p3m": 0.5322715346809062, "alpha_spy_p3m": 0.45107785552036006, "alpha_c_p3m": 0.32323527804158836, "bench_spy_p3m": 0.0811936791605461, "bench_c_p3m": 0.2090362566393178, "ret_p6m": 1.442724674394631, "ret_signed_p6m": 1.442724674394631, "alpha_spy_p6m": 1.3295096084029179, "alpha_c_p6m": 1.1400350257122087, "bench_spy_p6m": 0.11321506599171305, "bench_c_p6m": 0.3026896486824222, "ret_p1y": 7.783323500291168, "ret_signed_p1y": 7.783323500291168, "alpha_spy_p1y": 7.5883304312455, "alpha_c_p1y": 6.552891952834954, "bench_spy_p1y": 0.19499306904566804, "bench_c_p1y": 1.230431547456214, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": 0.5322715346809062, "alpha_spy_stated": 0.45107785552036006, "alpha_c_stated": 0.32323527804158836, "price_path": [-0.3513, -0.4164, -0.4206, -0.4083, -0.4082, -0.4224, -0.4268, -0.4268, -0.444, -0.4151, -0.3924, -0.355, -0.3353, -0.3455, -0.3595, -0.3589, -0.3521, -0.3275, -0.33, -0.3293, -0.3117, -0.2906, -0.2847, -0.2311, -0.1925, -0.2059, -0.2048, -0.1836, -0.1781, -0.1827, -0.2016, -0.21, -0.2221, -0.2221, -0.1971, -0.1987, -0.1936, -0.213, -0.1821, -0.1482, -0.1398, -0.1145, -0.0956, -0.0757, -0.0491, -0.0333, -0.0321, -0.0369, -0.0016, 0.0026, 0.0149, 0.0149, 0.0297, 0.0171, 0.0656, 0.0601, 0.0497, 0.0394, 0.0268, 0.0071, 0.0142, 0.0188, 0.0188, 0.0, 0.0375, 0.0193, 0.0266, 0.0384, -0.0109, 0.0016, -0.0291, -0.0555, -0.0461, -0.0558, -0.0892, -0.0841, -0.0683, -0.0722, -0.0723, -0.0664, -0.0432, -0.0899, -0.1254, -0.1013, -0.0906, -0.0929, -0.0671, -0.0086, 0.0317, 0.0653, 0.0363, 0.0448, 0.0079, 0.0303, 0.0178, -0.0226, -0.0344, -0.0187, -0.0292, -0.0285, -0.0181, 0.0173, -0.0076, -0.0076, -0.012, -0.01, 0.0358, 0.0955, 0.0962, 0.1278, 0.1674, 0.2556, 0.3111, 0.3156, 0.3244, 0.3341, 0.4084, 0.357, 0.3727, 0.3877, 0.3485, 0.3078, 0.3115, 0.3667, 0.3953, 0.5189, 0.5323, 0.5673, 0.5934, 0.5494, 0.64, 0.6048, 0.5153, 0.6085, 0.5609, 0.6016, 0.6899, 0.6887, 0.7253, 0.6879, 0.6561, 0.7248, 0.8275, 0.8365, 0.8516, 0.891, 0.8692, 0.8672, 0.9584, 0.8193, 0.9817, 0.9887, 0.9852, 1.1136, 1.0118, 1.0435, 0.9771, 1.0596, 1.0189, 0.9066, 0.8851, 0.6803, 0.7303, 0.8685, 0.8735, 0.9213, 0.9213, 0.9732, 1.0064, 0.9983, 0.9539, 0.8912, 0.9794, 1.0603, 1.1062, 1.2004, 1.1566, 1.0121, 0.9817, 0.9401, 0.8818, 1.0739, 1.2189, 1.3079, 1.3052, 1.3921, 1.3921, 1.3763, 1.4572, 1.4427]}
{"unit_id": "quote:1940989659267715323", "ticker_idx": 1, "ts": "2025-07-04T04:22:51+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "AI Memory is directly enabling $NVDA Blackwell GPUs and upcoming Rubin, so on and so forth", "tweet_type": "analysis", "timeline": "quarters", "summary": "Strongly bullish MU at ~10x fwd PE as AI memory enables NVDA Blackwell/Rubin; calls it a Mega Cycle that eliminates historical cyclicality.", "resolved_tickers": ["NVDA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$COST Forward PE is 49\n$MU Forward PE is 10\n\nNearly a single digit. This is the valuation of a company whose AI Memory is directly enabling $NVDA Blackwell GPUs and upcoming Rubin, so on and so forth.\n\nYou are about to witness a Mega Cycle that will flatten $MU cyclical behavior.", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": 0.006951493744630888, "ret_signed_m1d": 0.006951493744630888, "alpha_spy_m1d": -0.0005564269909430486, "alpha_c_m1d": -0.00684603195366007, "bench_spy_m1d": 0.007507920735573936, "bench_c_m1d": 0.013797525698290958, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.01112225481221052, "ret_signed_p1d": 0.01112225481221052, "alpha_spy_p1d": 0.011669890681683892, "alpha_c_p1d": -0.002174873675961919, "bench_spy_p1d": -0.000547635869473373, "bench_c_p1d": 0.013297128488172438, "ret_p1w": 0.03684270442208826, "ret_signed_p1w": 0.03684270442208826, "alpha_spy_p1w": 0.030188749642016566, "alpha_c_p1w": 0.01696852045361985, "bench_spy_p1w": 0.006653954780071691, "bench_c_p1w": 0.019874183968468406, "ret_p1m": 0.12651672268074265, "ret_signed_p1m": 0.12651672268074265, "alpha_spy_p1m": 0.11477168317002762, "alpha_c_p1m": 0.10027995481121144, "bench_spy_p1m": 0.011745039510715038, "bench_c_p1m": 0.02623676786953122, "ret_p3m": 0.1937604564731188, "ret_signed_p3m": 0.1937604564731188, "alpha_spy_p3m": 0.1125667773125727, "alpha_c_p3m": -0.015275800166199005, "bench_spy_p3m": 0.0811936791605461, "bench_c_p3m": 0.2090362566393178, "ret_p6m": 0.18529456947501122, "ret_signed_p6m": 0.18529456947501122, "alpha_spy_p6m": 0.07207950348329817, "alpha_c_p6m": -0.11739507920741099, "bench_spy_p6m": 0.11321506599171305, "bench_c_p6m": 0.3026896486824222, "ret_p1y": 0.2658393570954547, "ret_signed_p1y": 0.2658393570954547, "alpha_spy_p1y": 0.07084628804978665, "alpha_c_p1y": -0.9645921903607593, "bench_spy_p1y": 0.19499306904566804, "bench_c_p1y": 1.230431547456214, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": 0.1937604564731188, "alpha_spy_stated": 0.1125667773125727, "alpha_c_stated": -0.015275800166199005, "price_path": [-0.2775, -0.3203, -0.299, -0.3004, -0.291, -0.3397, -0.3587, -0.3587, -0.3876, -0.3751, -0.351, -0.3275, -0.2985, -0.3129, -0.3111, -0.3117, -0.2947, -0.2765, -0.2808, -0.2825, -0.2603, -0.2583, -0.2629, -0.2228, -0.179, -0.1448, -0.148, -0.1444, -0.1433, -0.1508, -0.1671, -0.1606, -0.1704, -0.1704, -0.1438, -0.1481, -0.1204, -0.1461, -0.1319, -0.1076, -0.1032, -0.1154, -0.1045, -0.0987, -0.0903, -0.0974, -0.0837, -0.1028, -0.0856, -0.0892, -0.0806, -0.0806, -0.0909, -0.0889, -0.0653, -0.0248, -0.0203, -0.0031, -0.0016, -0.0312, -0.0063, 0.007, 0.007, 0.0, 0.0111, 0.0293, 0.037, 0.0422, 0.0368, 0.0787, 0.083, 0.0933, 0.0895, 0.083, 0.0555, 0.0792, 0.098, 0.0964, 0.117, 0.1091, 0.1329, 0.1241, 0.0978, 0.1375, 0.1265, 0.1338, 0.1424, 0.1546, 0.1505, 0.1575, 0.1476, 0.1503, 0.1404, 0.1502, 0.11, 0.1084, 0.1058, 0.1248, 0.1363, 0.1487, 0.1476, 0.1386, 0.1007, 0.1007, 0.0792, 0.0782, 0.0848, 0.0555, 0.0636, 0.0791, 0.1206, 0.1197, 0.1238, 0.1234, 0.1052, 0.0762, 0.1138, 0.1165, 0.1604, 0.1277, 0.1184, 0.123, 0.1261, 0.1493, 0.1792, 0.1833, 0.1938, 0.1857, 0.1726, 0.1694, 0.1952, 0.217, 0.1575, 0.1902, 0.1378, 0.1365, 0.149, 0.1579, 0.1543, 0.1449, 0.1393, 0.1512, 0.1771, 0.2102, 0.2705, 0.3085, 0.2822, 0.2797, 0.3075, 0.2557, 0.2337, 0.1886, 0.1891, 0.258, 0.2207, 0.2248, 0.1809, 0.2018, 0.1793, 0.1462, 0.1788, 0.1416, 0.1305, 0.1537, 0.1238, 0.1392, 0.1392, 0.1186, 0.1371, 0.1468, 0.135, 0.159, 0.1529, 0.1727, 0.1691, 0.1615, 0.1435, 0.1062, 0.1142, 0.1232, 0.0804, 0.1006, 0.1439, 0.161, 0.1958, 0.1921, 0.1921, 0.2042, 0.1896, 0.1853]}
{"unit_id": "quote:1952550513897341016", "ticker_idx": 0, "ts": "2025-08-05T02:01:33+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "It's like I ordered a Dave's Single from Wendy's but got a Dave's TRIPLE stacked with extra cheese, bacon, and a side of fries and a Milkshake. What a feast.", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Enthusiastic verdict on PLTR earnings as a massive beat; implies durable bullish momentum.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "$PLTR Earnings Summed Up\n\nIt's like I ordered a Dave's Single from Wendy's but got a Dave's TRIPLE stacked with extra cheese, bacon, and a side of fries and a Milkshake.\n\nWhat a feast.", "reply_text": null, "parent_text": null, "quoted_text": "🐐 $PLTR Alex Karp during Earnings\n\n\"This is a once in a generation truly anomalous quarter and we're very proud and we're sorry that our haters are disappointed but there are many more quarters to be disappointed, and we're working on that too.\" https://t.co/67y7Uy7ul0", "parent_author": null, "ret_m1d": -0.07277659317490859, "ret_signed_m1d": -0.07277659317490859, "alpha_spy_m1d": -0.07787245342598992, "alpha_c_m1d": -0.07787245342598992, "bench_spy_m1d": 0.00509586025108133, "bench_c_m1d": 0.00509586025108133, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03618623454185732, "ret_signed_p1d": 0.03618623454185732, "alpha_spy_p1d": 0.028526475072750523, "alpha_c_p1d": 0.028526475072750523, "bench_spy_p1d": 0.007659759469106797, "bench_c_p1d": 0.007659759469106797, "ret_p1w": 0.07906733196993199, "ret_signed_p1w": 0.07906733196993199, "alpha_spy_p1w": 0.05562657135763471, "alpha_c_p1w": 0.05562657135763471, "bench_spy_p1w": 0.023440760612297273, "bench_c_p1w": 0.023440760612297273, "ret_p1m": -0.10601956439667637, "ret_signed_p1m": -0.10601956439667637, "alpha_spy_p1m": -0.13113231355996957, "alpha_c_p1m": -0.13113231355996957, "bench_spy_p1m": 0.025112749163293202, "bench_c_p1m": 0.025112749163293202, "ret_p3m": 0.15698041367547466, "ret_signed_p3m": 0.15698041367547466, "alpha_spy_p3m": 0.06783425697416057, "alpha_c_p3m": 0.06783425697416057, "bench_spy_p3m": 0.0891461567013141, "bench_c_p3m": 0.0891461567013141, "ret_p6m": -0.09187971245104654, "ret_signed_p6m": -0.09187971245104654, "alpha_spy_p6m": -0.2056409722581577, "alpha_c_p6m": -0.2056409722581577, "bench_spy_p6m": 0.11376125980711116, "bench_c_p6m": 0.11376125980711116, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.10601956439667637, "alpha_spy_stated": -0.13113231355996957, "alpha_c_stated": -0.13113231355996957, "price_path": [-0.3123, -0.323, -0.3163, -0.2607, -0.2487, -0.2606, -0.2525, -0.2709, -0.2752, -0.3041, -0.2942, -0.2883, -0.2883, -0.2879, -0.2857, -0.294, -0.2395, -0.238, -0.2314, -0.2497, -0.308, -0.2629, -0.2378, -0.2335, -0.2128, -0.2198, -0.207, -0.1839, -0.2024, -0.1922, -0.1922, -0.2076, -0.1925, -0.1734, -0.1753, -0.1675, -0.2455, -0.2133, -0.2458, -0.2375, -0.2246, -0.2246, -0.1971, -0.1937, -0.1739, -0.1776, -0.1799, -0.1392, -0.1425, -0.129, -0.1113, -0.114, -0.124, -0.1397, -0.1076, -0.1063, -0.0835, -0.0888, -0.0983, -0.0846, -0.0861, -0.1097, -0.0728, 0.0, 0.0362, 0.0515, 0.079, 0.0543, 0.0791, 0.0641, 0.0447, 0.0225, 0.0044, -0.0896, -0.0996, -0.0986, -0.0839, -0.0929, -0.0716, -0.0955, -0.0874, -0.0956, -0.0956, -0.0934, -0.106, -0.0989, -0.1164, -0.0991, -0.063, -0.0377, -0.0514, -0.0106, -0.0119, -0.0174, -0.0285, 0.0214, 0.0526, 0.035, 0.0536, 0.0363, 0.0338, 0.0248, 0.0323, 0.0528, 0.0674, 0.0795, -0.0012, 0.0361, 0.0514, 0.0594, 0.0704, 0.0125, 0.0227, 0.0373, 0.0366, 0.028, 0.0282, 0.048, 0.0476, 0.0128, 0.0416, 0.0656, 0.0918, 0.0942, 0.1474, 0.1228, 0.157, 0.1957, 0.1008, 0.0844, 0.0103, 0.0269, 0.1174, 0.1021, 0.0629, -0.0065, 0.0043, -0.0117, -0.0343, -0.0453, -0.1011, -0.1063, -0.0636, -0.0561, -0.0433, -0.0433, -0.0278, -0.0334, -0.0149, 0.0162, 0.0268, 0.049, 0.0474, 0.0495, 0.0845, 0.0824, 0.0594, 0.0576, 0.0836, 0.0232, 0.0717, 0.1161, 0.1195, 0.1204, 0.1206, 0.1206, 0.0891, 0.063, 0.0437, 0.0259, 0.0259, -0.0312, 0.0044, 0.0372, 0.0485, 0.0207, 0.0244, 0.0354, 0.0328, 0.0296, 0.0219, -0.0133, -0.0133, -0.0274, -0.0458, -0.0425, -0.0212, -0.0335, -0.0437, -0.0919]}
{"unit_id": "quote:1959673431139451329", "ticker_idx": 0, "ts": "2025-08-24T17:45:29+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Don't forget what Alex Karp said about growth: \"We're growing faster than we are even able to grow, like we're going to have to start turning away people\"", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Endorses bullish PLTR thesis by highlighting Karp's demand-outpacing-capacity growth quote.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "👀 $PLTR Don't forget what Alex Karp said about growth\n\n\"We're growing faster than we are even able to grow, like we're going to have to start turning away people ...\" https://t.co/sz2F83L5Rx", "reply_text": null, "parent_text": null, "quoted_text": "$PLTR valuation makes ZERO sense \n\nBut then why do institutions keep buying it?\nWhat do they know that you don't?\n\nI work in BIG DATA analytics and let me share the secrets of Palantir in the most basic way\n\nPalantir has monopoly on Automated Governance, serving as the ultimate https://t.co/XGLRmO7rq8", "parent_author": null, "ret_m1d": 0.009989230403445903, "ret_signed_m1d": 0.009989230403445903, "alpha_spy_m1d": 0.0055686592927839396, "alpha_c_m1d": 0.0055686592927839396, "bench_spy_m1d": 0.004420571110661964, "bench_c_m1d": 0.004420571110661964, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.023541369162993764, "ret_signed_p1d": 0.023541369162993764, "alpha_spy_p1d": 0.01935440000229338, "alpha_c_p1d": 0.01935440000229338, "bench_spy_p1d": 0.004186969160700382, "bench_c_p1d": 0.004186969160700382, "ret_p1w": -0.0029267128614690607, "ret_signed_p1w": -0.0029267128614690607, "alpha_spy_p1w": -0.006942514803900068, "alpha_c_p1w": -0.006942514803900068, "bench_spy_p1w": 0.004015801942431008, "bench_c_p1w": 0.004015801942431008, "ret_p1m": 0.16148123165040063, "ret_signed_p1m": 0.16148123165040063, "alpha_spy_p1m": 0.1263374896084275, "alpha_c_p1m": 0.1263374896084275, "bench_spy_p1m": 0.035143742041973125, "bench_c_p1m": 0.035143742041973125, "ret_p3m": -0.00906663528891849, "ret_signed_p3m": -0.00906663528891849, "alpha_spy_p3m": -0.027540976343154777, "alpha_c_p3m": -0.027540976343154777, "bench_spy_p3m": 0.018474341054236287, "bench_c_p3m": 0.018474341054236287, "ret_p6m": -0.15365524068101755, "ret_signed_p6m": -0.15365524068101755, "alpha_spy_p6m": -0.22260249120911924, "alpha_c_p6m": -0.22260249120911924, "bench_spy_p6m": 0.06894725052810169, "bench_c_p6m": 0.06894725052810169, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.16148123165040063, "alpha_spy_stated": 0.1263374896084275, "alpha_c_stated": 0.1263374896084275, "price_path": [-0.2126, -0.2217, -0.1615, -0.1599, -0.1527, -0.1728, -0.2371, -0.1874, -0.1598, -0.155, -0.1322, -0.1398, -0.1258, -0.1003, -0.1207, -0.1095, -0.1095, -0.1264, -0.1098, -0.0887, -0.0908, -0.0822, -0.1682, -0.1327, -0.1685, -0.1594, -0.1451, -0.1451, -0.1148, -0.1111, -0.0893, -0.0933, -0.0959, -0.051, -0.0547, -0.0398, -0.0202, -0.0232, -0.0342, -0.0515, -0.0162, -0.0147, 0.0104, 0.0045, -0.0059, 0.0092, 0.0075, -0.0185, 0.0222, 0.1024, 0.1423, 0.1593, 0.1895, 0.1623, 0.1896, 0.1731, 0.1517, 0.1273, 0.1073, 0.0037, -0.0074, -0.0063, 0.01, 0.0, 0.0235, -0.0029, 0.006, -0.0029, -0.0029, -0.0005, -0.0144, -0.0066, -0.0258, -0.0068, 0.033, 0.0609, 0.0457, 0.0907, 0.0893, 0.0833, 0.071, 0.126, 0.1605, 0.141, 0.1615, 0.1425, 0.1397, 0.1298, 0.138, 0.1607, 0.1768, 0.1901, 0.1012, 0.1423, 0.1591, 0.1679, 0.1801, 0.1162, 0.1275, 0.1436, 0.1428, 0.1333, 0.1335, 0.1554, 0.1549, 0.1166, 0.1483, 0.1747, 0.2037, 0.2063, 0.2649, 0.2378, 0.2755, 0.3182, 0.2136, 0.1955, 0.1138, 0.1321, 0.2319, 0.215, 0.1718, 0.0952, 0.1071, 0.0896, 0.0646, 0.0525, -0.0091, -0.0148, 0.0323, 0.0406, 0.0547, 0.0547, 0.0718, 0.0657, 0.086, 0.1203, 0.132, 0.1565, 0.1547, 0.157, 0.1956, 0.1932, 0.168, 0.1659, 0.1946, 0.128, 0.1815, 0.2304, 0.2342, 0.2352, 0.2354, 0.2354, 0.2007, 0.1719, 0.1506, 0.1309, 0.1309, 0.068, 0.1073, 0.1434, 0.1559, 0.1253, 0.1293, 0.1415, 0.1386, 0.1351, 0.1266, 0.0877, 0.0877, 0.0723, 0.0519, 0.0555, 0.0791, 0.0655, 0.0543, 0.0011, -0.0338, -0.0673, -0.0599, 0.0045, -0.1122, -0.1728, -0.1353, -0.0907, -0.1124, -0.1367, -0.1784, -0.1639, -0.1639, -0.1537]}
{"unit_id": "quote:1953595900439540099", "ticker_idx": 0, "ts": "2025-08-07T23:15:33+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$RKLB Massive Opportunity", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish RKLB; endorses Neutron launch opportunity thesis with booked missions and reusability.", "resolved_tickers": ["RKLB"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "quote", "lang": "en", "tweet_text": "$RKLB Massive Opportunity https://t.co/MvrbRpfGEy", "reply_text": null, "parent_text": null, "quoted_text": "It's 2025 and NEUTRON is coming\n\nSingle Neutron launch: $55M\nLast quarter revenue: $106M\n\n$RKLB forecasts that Neutron will be capable of launching 98% of all payloads through 2029. Two dedicated Neutron launches are already booked for 2026 & 2027.\n\nNeutron is reusable rocket https://t.co/9kypR65W3S", "parent_author": null, "ret_m1d": -0.010740647952256932, "ret_signed_m1d": -0.010740647952256932, "alpha_spy_m1d": -0.0030032315926721287, "alpha_c_m1d": -0.009945076591842184, "bench_spy_m1d": -0.007737416359584803, "bench_c_m1d": -0.0007955713604147485, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.007384243481660446, "ret_signed_p1d": 0.007384243481660446, "alpha_spy_p1d": 0.009361841486997369, "alpha_c_p1d": 0.010632929005950587, "bench_spy_p1d": -0.0019775980053369224, "bench_c_p1d": -0.0032486855242901402, "ret_p1w": -0.009398034948569056, "ret_signed_p1w": -0.009398034948569056, "alpha_spy_p1w": -0.019222587652490408, "alpha_c_p1w": -0.0068123255579578545, "bench_spy_p1w": 0.009824552703921352, "bench_c_p1w": -0.0025857093906112016, "ret_p1m": 0.06802418905670948, "ret_signed_p1m": 0.06802418905670948, "alpha_spy_p1m": 0.04974068097857165, "alpha_c_p1m": 0.06510688912999552, "bench_spy_p1m": 0.018283508078137833, "bench_c_p1m": 0.0029172999267139677, "ret_p3m": 0.262474824405698, "ret_signed_p3m": 0.262474824405698, "alpha_spy_p3m": 0.1961222903219384, "alpha_c_p3m": 0.24256545641971905, "bench_spy_p3m": 0.06635253408375963, "bench_c_p3m": 0.019909367985978976, "ret_p6m": 0.6592079616123137, "ret_signed_p6m": 0.6592079616123137, "alpha_spy_p6m": 0.5615613603806804, "alpha_c_p6m": 0.540078528177167, "bench_spy_p6m": 0.09764660123163327, "bench_c_p6m": 0.1191294334351467, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.06802418905670948, "alpha_spy_stated": 0.04974068097857165, "alpha_c_stated": 0.06510688912999552, "price_path": [-0.5115, -0.4601, -0.4357, -0.4278, -0.4227, -0.4182, -0.4368, -0.4222, -0.4312, -0.4312, -0.3565, -0.3527, -0.388, -0.4005, -0.4048, -0.4021, -0.3979, -0.4081, -0.3529, -0.3368, -0.392, -0.3878, -0.4093, -0.4314, -0.4059, -0.4088, -0.3768, -0.3768, -0.3278, -0.2665, -0.2513, -0.2761, -0.1913, -0.2083, -0.1996, -0.2318, -0.2016, -0.2021, -0.2021, -0.13, -0.1331, -0.1242, -0.1251, -0.1267, -0.0331, -0.002, 0.0671, 0.1486, 0.1499, 0.0559, 0.049, 0.0998, 0.077, 0.0613, 0.0094, -0.0201, 0.0392, 0.0275, 0.0027, -0.0034, 0.0013, -0.0132, -0.0107, 0.0, 0.0074, -0.0282, -0.0378, -0.0421, -0.0094, 0.0063, -0.0844, -0.0895, -0.0707, -0.0069, 0.0566, 0.077, 0.0349, 0.0721, 0.0875, 0.0875, 0.1034, -0.026, -0.038, 0.0257, 0.068, 0.0524, 0.0331, 0.0837, 0.1936, 0.2092, 0.0572, 0.0759, 0.0557, 0.0694, 0.1146, 0.1839, 0.0895, 0.0434, 0.0351, 0.0519, 0.0721, 0.0734, 0.1741, 0.2567, 0.309, 0.3764, 0.4614, 0.4862, 0.4379, 0.4639, 0.5223, 0.55, 0.4992, 0.4829, 0.507, 0.4634, 0.3552, 0.4225, 0.4446, 0.4683, 0.4265, 0.4804, 0.3632, 0.4093, 0.3726, 0.2658, 0.2625, 0.1101, 0.1555, 0.1613, 0.1466, 0.1181, 0.0125, 0.019, -0.0309, -0.0427, -0.0239, -0.1166, -0.0982, -0.0501, -0.0468, -0.0618, -0.0618, -0.0571, -0.0967, -0.0624, 0.0007, 0.1047, 0.0977, 0.1537, 0.1956, 0.2871, 0.4216, 0.3759, 0.2399, 0.2417, 0.2074, 0.3408, 0.578, 0.7353, 0.727, 0.727, 0.727, 0.5809, 0.569, 0.5764, 0.561, 0.561, 0.7004, 0.7485, 0.925, 0.8814, 0.859, 0.8986, 0.9669, 0.9373, 1.0542, 1.0309, 1.1548, 1.1548, 0.9951, 0.9651, 0.9687, 0.9893, 0.8009, 0.9467, 0.9819, 0.9172, 0.7917, 0.6592]}
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{"unit_id": "quote:1944824831935140249", "ticker_idx": 0, "ts": "2025-07-14T18:22:27+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU Rosenblatt Securities Raises Micron's Price Target to Street-High of $200, Reiterates Buy Rating", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Shares Rosenblatt's Street-high $200 PT and Buy reiteration on MU, adding context of three new US DRAM fabs planned.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU Three New US Fabs Are Being Planned to Meet Future DRAM Demands\n\n•Our first Idaho fab, ID1, achieved another key construction milestone in June\n• We expect first DRAM wafer output at ID1 to begin in the second half of calendar 2027, with customer qualifications to follow.\n• The second Idaho fab, ID2, will benefit from manufacturing economies of scale with ID1, and add to R&D co-location benefits with greater efficiencies and faster time-to-market.\n• To meet anticipated demand, ID2 will begin production before the first New York fab.\n• We expect to begin ground preparation in New York later this year following the completion of state and federal environmental reviews.", "reply_text": null, "parent_text": null, "quoted_text": "🚨 $MU Rosenblatt Securities Raises Micron’s Price Target to Street-High of $200, Reiterates Buy Rating\n\nOn June 26, Rosenblatt Securities raised the price target on MU from $172 to a Street-high of $200, reiterating a Buy rating on the stock.\n\nKevin Cassidy from Rosenblatt https://t.co/PNMxjB8jVW", "parent_author": null, "ret_m1d": 0.04991147535175533, 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{"unit_id": "quote:1954399433392611822", "ticker_idx": 0, "ts": "2025-08-10T04:28:30+00:00", "symbol": "RDDT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$RDDT is starting to make significant contributions to my portfolio. I'm really excited about it!", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds RDDT long; excited about its growing portfolio contributions.", "resolved_tickers": ["RDDT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "quote", "lang": "en", "tweet_text": "Alright, folks! Here's my YTD return.\nAll thanks to $PLTR, $RKLB, and $HIMS.\n\n$RDDT is starting to make significant contributions to my portfolio. I'm really excited about it!\n\nHard to stay disciplined in this market, but my Smart Candle System helps me stay seated for 💰 https://t.co/8YypBi2sdE", "reply_text": null, "parent_text": null, "quoted_text": "Why is our Patreon community growing non-stop?\n\nAnswer: We are getting richer everyday. Read the testimonials yourself! 👇\nhttps://t.co/ZQDP5HCFyq https://t.co/SL1fI0tCZS", "parent_author": null, "ret_m1d": -0.024054349076302328, "ret_signed_m1d": -0.024054349076302328, "alpha_spy_m1d": -0.026035865725011265, "alpha_c_m1d": -0.01897017618257424, "bench_spy_m1d": 0.0019815166487089364, "bench_c_m1d": -0.0050841728937280894, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.014813156387138982, "ret_signed_p1d": 0.014813156387138982, "alpha_spy_p1d": 0.004167077541622044, "alpha_c_p1d": -0.0043216008669035855, "bench_spy_p1d": 0.010646078845516938, "bench_c_p1d": 0.019134757254042567, "ret_p1w": 0.09517551305474936, "ret_signed_p1w": 0.09517551305474936, "alpha_spy_p1w": 0.08357016626895675, "alpha_c_p1w": 0.0709566543189164, "bench_spy_p1w": 0.011605346785792614, "bench_c_p1w": 0.02421885873583296, "ret_p1m": 0.08810870644730318, "ret_signed_p1m": 0.08810870644730318, "alpha_spy_p1m": 0.06544853660107819, "alpha_c_p1m": 0.020721045815968786, "bench_spy_p1m": 0.022660169846224987, "bench_c_p1m": 0.06738766063133439, "ret_p3m": -0.16810872303670021, "ret_signed_p3m": -0.16810872303670021, "alpha_spy_p3m": -0.2251103940164334, "alpha_c_p3m": -0.21074136410509126, "bench_spy_p3m": 0.05700167097973319, "bench_c_p3m": 0.04263264106839104, "ret_p6m": -0.2506908101376699, "ret_signed_p6m": -0.2506908101376699, "alpha_spy_p6m": -0.34121300028078183, "alpha_c_p6m": -0.34639344683065154, "bench_spy_p6m": 0.09052219014311191, "bench_c_p6m": 0.09570263669298162, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.08810870644730318, "alpha_spy_stated": 0.06544853660107819, "alpha_c_stated": 0.020721045815968786, "price_path": [-0.4323, -0.4854, -0.4871, -0.5108, -0.5214, -0.5658, -0.5546, -0.5436, -0.5436, -0.5261, -0.5224, -0.5061, -0.4911, -0.4921, -0.4978, -0.4645, -0.4916, -0.4506, -0.4676, -0.4696, -0.4789, -0.4736, -0.4646, -0.4283, -0.3937, -0.3605, -0.3605, -0.3696, -0.3923, -0.3622, -0.3582, -0.3479, -0.3522, -0.3179, -0.3104, -0.2782, -0.2887, -0.2887, -0.3052, -0.3388, -0.3402, -0.3522, -0.3405, -0.3369, -0.3441, -0.3463, -0.3544, -0.3285, -0.3373, -0.3395, -0.3382, -0.329, -0.322, -0.3133, -0.3438, -0.3235, -0.2725, -0.1455, -0.086, -0.0981, -0.036, -0.0405, -0.0241, 0.0, 0.0148, 0.0635, 0.1029, 0.1166, 0.0952, 0.0337, -0.0108, -0.0095, -0.0156, -0.0046, -0.006, -0.0437, 0.0217, 0.0196, 0.0196, -0.0031, 0.0108, 0.0515, 0.0872, 0.0418, 0.0881, 0.1734, 0.1802, 0.1519, 0.1943, 0.208, 0.2071, 0.2263, 0.1981, 0.1667, 0.0757, 0.0677, 0.0544, 0.0877, 0.0962, 0.0419, -0.0822, -0.0898, -0.0614, -0.0776, -0.0672, -0.0836, -0.041, -0.1006, -0.0773, -0.1105, -0.0906, -0.0987, -0.1169, -0.0828, -0.0681, -0.1074, -0.0903, -0.0297, -0.0068, -0.0352, -0.0452, -0.1193, -0.0535, -0.0714, -0.1494, -0.1109, -0.1681, -0.1186, -0.075, -0.0568, -0.0812, -0.1419, -0.1243, -0.1504, -0.1588, -0.1494, -0.1761, -0.1688, -0.1166, -0.0103, -0.0598, -0.0598, -0.0194, 0.012, 0.0091, 0.0004, 0.0091, 0.0605, 0.0734, 0.0696, 0.0786, 0.0579, 0.0183, -0.0102, 0.0147, 0.0299, 0.048, 0.0564, 0.0562, 0.023, 0.0231, 0.0231, 0.0227, 0.063, 0.0571, 0.0413, 0.0413, 0.0958, 0.1055, 0.1498, 0.1574, 0.1504, 0.1079, 0.1054, 0.173, 0.1433, 0.0362, 0.0465, 0.0465, 0.0209, -0.0481, -0.0281, -0.0085, -0.0323, -0.1108, -0.1251, -0.1391, -0.1834, -0.1975, -0.2507]}
{"unit_id": "quote:1950743169077023199", "ticker_idx": 0, "ts": "2025-07-31T02:19:49+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Companies really wants to associate with Palantir. Qualcomm CEO mentions Palantir as its partners during the earnings call. Palantir is the only Enterprise AI platform partner in the list.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish PLTR: Qualcomm CEO name-drops Palantir as sole Enterprise AI platform partner, signaling growing corporate demand.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "🔥 $PLTR Companies really wants to associate with Palantir.\n\nQualcomm CEO mentions Palantir as its partners during the earnings call. Palantir is the only Enterprise AI platform partner in the list.\n\n\"Our broad range of OEMs and partners now includes companies such as ASUS IoT, Dell, EverFocus, iBase Lenovo, Deloitte, HUMAIN, Palantir and many others.\" \n\nQualcomm and Palantir are collaborating to run Palantir's Ontology and AI capabilities on Qualcomm's advanced edge computing platforms—extending AI capabilities to the edge, enabling real-time insights and data-driven decisions in various environments.\nThe collaboration offers scalable AI solutions for manufacturing, industrial, and automotive sectors, enhancing efficiency, product quality, and addressing complex challenges.\nThe collaboration focuses on real-time data processing in remote and offline environments, allowing customers to utilize AI and data insights regardless of their location or connectivity status.", "reply_text": null, "parent_text": null, "quoted_text": "$PLTR valuation makes ZERO sense \n\nBut then why do institutions keep buying it?\nWhat do they know that you don't?\n\nI work in BIG DATA analytics and let me share the secrets of Palantir in the most basic way\n\nPalantir has monopoly on Automated Governance, serving as the ultimate https://t.co/XGLRmO7rq8", "parent_author": null, "ret_m1d": 0.0016418976748631131, "ret_signed_m1d": 0.0016418976748631131, "alpha_spy_m1d": -0.0021233906934459146, "alpha_c_m1d": -0.0021233906934459146, "bench_spy_m1d": 0.0037652883683090277, "bench_c_m1d": 0.0037652883683090277, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.02576571944296313, "ret_signed_p1d": -0.02576571944296313, "alpha_spy_p1d": -0.00937530182165569, "alpha_c_p1d": -0.00937530182165569, "bench_spy_p1d": -0.01639041762130744, "bench_c_p1d": -0.01639041762130744, "ret_p1w": 0.1506156610384688, "ret_signed_p1w": 0.1506156610384688, "alpha_spy_p1w": 0.15034687923900925, "alpha_c_p1w": 0.15034687923900925, "bench_spy_p1w": 0.00026878179945954983, "bench_c_p1w": 0.00026878179945954983, "ret_p1m": -0.01035680029324626, "ret_signed_p1m": -0.01035680029324626, "alpha_spy_p1m": -0.03087628433763412, "alpha_c_p1m": -0.03087628433763412, "bench_spy_p1m": 0.02051948404438786, "bench_c_p1m": 0.02051948404438786, "ret_p3m": 0.19734764000938165, "ret_signed_p3m": 0.19734764000938165, "alpha_spy_p3m": 0.10735142912003814, "alpha_c_p3m": 0.10735142912003814, "bench_spy_p3m": 0.08999621088934351, "bench_c_p3m": 0.08999621088934351, "ret_p6m": 0.07104515040337733, "ret_signed_p6m": 0.07104515040337733, "alpha_spy_p6m": -0.02562462064588411, "alpha_c_p6m": -0.02562462064588411, "bench_spy_p6m": 0.09666977104926144, "bench_c_p6m": 0.09666977104926144, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.01035680029324626, "alpha_spy_stated": -0.03087628433763412, "alpha_c_stated": -0.03087628433763412, "price_path": [-0.2184, -0.3125, -0.3023, -0.2476, -0.2592, -0.2519, -0.191, -0.1779, -0.1909, -0.1821, -0.2022, -0.2069, -0.2385, -0.2277, -0.2213, -0.2213, -0.2208, -0.2184, -0.2275, -0.1678, -0.1662, -0.159, -0.179, -0.2428, -0.1934, -0.166, -0.1613, -0.1387, -0.1463, -0.1323, -0.107, -0.1272, -0.1161, -0.1161, -0.1329, -0.1164, -0.0955, -0.0976, -0.089, -0.1744, -0.1391, -0.1747, -0.1656, -0.1515, -0.1515, -0.1214, -0.1177, -0.0961, -0.1001, -0.1026, -0.0581, -0.0617, -0.047, -0.0275, -0.0305, -0.0414, -0.0586, -0.0235, -0.022, 0.0028, -0.003, -0.0133, 0.0016, 0.0, -0.0258, 0.0146, 0.0942, 0.1338, 0.1506, 0.1807, 0.1536, 0.1807, 0.1643, 0.1432, 0.1189, 0.099, -0.0038, -0.0148, -0.0137, 0.0025, -0.0075, 0.0159, -0.0103, -0.0015, -0.0104, -0.0104, -0.008, -0.0218, -0.014, -0.0331, -0.0142, 0.0253, 0.053, 0.038, 0.0826, 0.0812, 0.0752, 0.063, 0.1176, 0.1518, 0.1325, 0.1528, 0.1339, 0.1312, 0.1214, 0.1295, 0.152, 0.168, 0.1812, 0.093, 0.1338, 0.1504, 0.1592, 0.1713, 0.1079, 0.1191, 0.1351, 0.1343, 0.1248, 0.125, 0.1468, 0.1463, 0.1082, 0.1398, 0.166, 0.1947, 0.1973, 0.2555, 0.2286, 0.266, 0.3084, 0.2045, 0.1866, 0.1055, 0.1237, 0.2227, 0.2059, 0.1631, 0.0871, 0.0989, 0.0815, 0.0567, 0.0446, -0.0165, -0.0221, 0.0246, 0.0328, 0.0469, 0.0469, 0.0638, 0.0577, 0.0779, 0.112, 0.1236, 0.1478, 0.1461, 0.1483, 0.1867, 0.1843, 0.1593, 0.1572, 0.1857, 0.1196, 0.1727, 0.2212, 0.225, 0.226, 0.2262, 0.2262, 0.1917, 0.1631, 0.142, 0.1225, 0.1225, 0.0601, 0.0991, 0.1349, 0.1473, 0.1169, 0.1209, 0.133, 0.1302, 0.1266, 0.1182, 0.0796, 0.0796, 0.0643, 0.0441, 0.0477, 0.071]}
{"unit_id": "quote:1953598184099655773", "ticker_idx": 0, "ts": "2025-08-07T23:24:37+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$RKLB Revenue Growth WITHOUT Neutron. Now imagine...", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish RKLB: strong revenue growth already without Neutron; implies much more upside once Neutron launches.", "resolved_tickers": ["RKLB"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "quote", "lang": "en", "tweet_text": "$RKLB Revenue Growth WITHOUT Neutron. Now imagine... https://t.co/0i3XbnUVuG", "reply_text": null, "parent_text": null, "quoted_text": "$RKLB Neutron's Stage 2 has been cryogenically proofed - the LAST milestone before STAGE TESTING at Launch Complex 3 ahead of Neutron's debut launch. https://t.co/CSJP6hFmhP", "parent_author": null, "ret_m1d": -0.010740647952256932, "ret_signed_m1d": -0.010740647952256932, "alpha_spy_m1d": -0.0030032315926721287, "alpha_c_m1d": -0.009945076591842184, "bench_spy_m1d": -0.007737416359584803, "bench_c_m1d": -0.0007955713604147485, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.007384243481660446, "ret_signed_p1d": 0.007384243481660446, "alpha_spy_p1d": 0.009361841486997369, "alpha_c_p1d": 0.010632929005950587, "bench_spy_p1d": -0.0019775980053369224, "bench_c_p1d": -0.0032486855242901402, "ret_p1w": -0.009398034948569056, "ret_signed_p1w": -0.009398034948569056, "alpha_spy_p1w": -0.019222587652490408, "alpha_c_p1w": -0.0068123255579578545, "bench_spy_p1w": 0.009824552703921352, "bench_c_p1w": -0.0025857093906112016, "ret_p1m": 0.06802418905670948, "ret_signed_p1m": 0.06802418905670948, "alpha_spy_p1m": 0.04974068097857165, "alpha_c_p1m": 0.06510688912999552, "bench_spy_p1m": 0.018283508078137833, "bench_c_p1m": 0.0029172999267139677, "ret_p3m": 0.262474824405698, "ret_signed_p3m": 0.262474824405698, "alpha_spy_p3m": 0.1961222903219384, "alpha_c_p3m": 0.24256545641971905, "bench_spy_p3m": 0.06635253408375963, "bench_c_p3m": 0.019909367985978976, "ret_p6m": 0.6592079616123137, "ret_signed_p6m": 0.6592079616123137, "alpha_spy_p6m": 0.5615613603806804, "alpha_c_p6m": 0.540078528177167, "bench_spy_p6m": 0.09764660123163327, "bench_c_p6m": 0.1191294334351467, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.06802418905670948, "alpha_spy_stated": 0.04974068097857165, "alpha_c_stated": 0.06510688912999552, "price_path": [-0.5115, -0.4601, -0.4357, -0.4278, -0.4227, -0.4182, -0.4368, -0.4222, -0.4312, -0.4312, -0.3565, -0.3527, -0.388, -0.4005, -0.4048, -0.4021, -0.3979, -0.4081, -0.3529, -0.3368, -0.392, -0.3878, -0.4093, -0.4314, -0.4059, -0.4088, -0.3768, -0.3768, -0.3278, -0.2665, -0.2513, -0.2761, -0.1913, -0.2083, -0.1996, -0.2318, -0.2016, -0.2021, -0.2021, -0.13, -0.1331, -0.1242, -0.1251, -0.1267, -0.0331, -0.002, 0.0671, 0.1486, 0.1499, 0.0559, 0.049, 0.0998, 0.077, 0.0613, 0.0094, -0.0201, 0.0392, 0.0275, 0.0027, -0.0034, 0.0013, -0.0132, -0.0107, 0.0, 0.0074, -0.0282, -0.0378, -0.0421, -0.0094, 0.0063, -0.0844, -0.0895, -0.0707, -0.0069, 0.0566, 0.077, 0.0349, 0.0721, 0.0875, 0.0875, 0.1034, -0.026, -0.038, 0.0257, 0.068, 0.0524, 0.0331, 0.0837, 0.1936, 0.2092, 0.0572, 0.0759, 0.0557, 0.0694, 0.1146, 0.1839, 0.0895, 0.0434, 0.0351, 0.0519, 0.0721, 0.0734, 0.1741, 0.2567, 0.309, 0.3764, 0.4614, 0.4862, 0.4379, 0.4639, 0.5223, 0.55, 0.4992, 0.4829, 0.507, 0.4634, 0.3552, 0.4225, 0.4446, 0.4683, 0.4265, 0.4804, 0.3632, 0.4093, 0.3726, 0.2658, 0.2625, 0.1101, 0.1555, 0.1613, 0.1466, 0.1181, 0.0125, 0.019, -0.0309, -0.0427, -0.0239, -0.1166, -0.0982, -0.0501, -0.0468, -0.0618, -0.0618, -0.0571, -0.0967, -0.0624, 0.0007, 0.1047, 0.0977, 0.1537, 0.1956, 0.2871, 0.4216, 0.3759, 0.2399, 0.2417, 0.2074, 0.3408, 0.578, 0.7353, 0.727, 0.727, 0.727, 0.5809, 0.569, 0.5764, 0.561, 0.561, 0.7004, 0.7485, 0.925, 0.8814, 0.859, 0.8986, 0.9669, 0.9373, 1.0542, 1.0309, 1.1548, 1.1548, 0.9951, 0.9651, 0.9687, 0.9893, 0.8009, 0.9467, 0.9819, 0.9172, 0.7917, 0.6592]}
{"unit_id": "quote:1940266917539062018", "ticker_idx": 0, "ts": "2025-07-02T04:30:56+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Foundry and AIP are empowering anyone to build massive, enterprise-grade systems. This is the real AI revolution", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish PLTR: Foundry/AIP enabling enterprise-grade AI systems, framed as the real AI revolution justifying institutional accumulation.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "$PLTR \n\nYouTube empowered individuals into broadcasters and studios.\n\nNow, Foundry and AIP are empowering anyone to build massive, enterprise-grade systems.\n\nThis is the real AI revolution\n\nhttps://t.co/mli4wNmccy", "reply_text": null, "parent_text": null, "quoted_text": "$PLTR valuation makes ZERO sense \n\nBut then why do institutions keep buying it?\nWhat do they know that you don't?\n\nI work in BIG DATA analytics and let me share the secrets of Palantir in the most basic way\n\nPalantir has monopoly on Automated Governance, serving as the ultimate https://t.co/XGLRmO7rq8", "parent_author": null, "ret_m1d": -0.010899201442817197, "ret_signed_m1d": -0.010899201442817197, "alpha_spy_m1d": -0.0063862941579824195, "alpha_c_m1d": -0.0063862941579824195, "bench_spy_m1d": -0.004512907284834777, "bench_c_m1d": -0.004512907284834777, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.016954326187926583, "ret_signed_p1d": 0.016954326187926583, "alpha_spy_p1d": 0.009072925944382915, "alpha_c_p1d": 0.009072925944382915, "bench_spy_p1d": 0.007881400243543668, "bench_c_p1d": 0.007881400243543668, "ret_p1w": 0.0833334103279324, "ret_signed_p1w": 0.0833334103279324, "alpha_spy_p1w": 0.07751515856056024, "alpha_c_p1w": 0.07751515856056024, "bench_spy_p1w": 0.005818251767372162, "bench_c_p1w": 0.005818251767372162, "ret_p1m": 0.1985317283963164, "ret_signed_p1m": 0.1985317283963164, "alpha_spy_p1m": 0.17978724420780368, "alpha_c_p1m": 0.17978724420780368, "bench_spy_p1m": 0.01874448418851271, "bench_c_p1m": 0.01874448418851271, "ret_p3m": 0.3537693552872654, "ret_signed_p3m": 0.3537693552872654, "alpha_spy_p3m": 0.2811284864474315, "alpha_c_p3m": 0.2811284864474315, "bench_spy_p3m": 0.0726408688398339, "bench_c_p3m": 0.0726408688398339, "ret_p6m": 0.46964884457285083, "ret_signed_p6m": 0.46964884457285083, "alpha_spy_p6m": 0.3505583406555741, "alpha_c_p6m": 0.3505583406555741, "bench_spy_p6m": 0.11909050391727671, "bench_c_p6m": 0.11909050391727671, "ret_p1y": -0.02762635506644484, "ret_signed_p1y": -0.02762635506644484, "alpha_spy_p1y": -0.24450778922666538, "alpha_c_p1y": -0.24450778922666538, "bench_spy_p1y": 0.21688143416022054, "bench_c_p1y": 0.21688143416022054, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.1985317283963164, "alpha_spy_stated": 0.17978724420780368, "alpha_c_stated": 0.17978724420780368, "price_path": [-0.4398, -0.4108, -0.4148, -0.3036, -0.3295, -0.3298, -0.299, -0.2552, -0.2983, -0.2902, -0.2902, -0.3127, -0.2886, -0.2369, -0.1842, -0.1464, -0.1322, -0.1214, -0.1035, -0.1205, -0.0593, -0.0632, -0.1761, -0.1638, -0.0982, -0.1122, -0.1034, -0.0304, -0.0147, -0.0303, -0.0197, -0.0438, -0.0494, -0.0873, -0.0744, -0.0667, -0.0667, -0.0661, -0.0633, -0.0742, -0.0026, -0.0006, 0.0079, -0.016, -0.0924, -0.0333, -0.0005, 0.0052, 0.0323, 0.0232, 0.04, 0.0703, 0.046, 0.0593, 0.0593, 0.0392, 0.059, 0.0841, 0.0816, 0.0918, -0.0104, 0.0318, -0.0109, 0.0, 0.017, 0.017, 0.053, 0.0574, 0.0833, 0.0786, 0.0755, 0.1289, 0.1246, 0.1422, 0.1655, 0.162, 0.1489, 0.1283, 0.1704, 0.1721, 0.2019, 0.195, 0.1826, 0.2005, 0.1985, 0.1677, 0.216, 0.3115, 0.3589, 0.379, 0.4151, 0.3827, 0.4152, 0.3955, 0.3701, 0.341, 0.3172, 0.194, 0.1808, 0.1821, 0.2015, 0.1896, 0.2176, 0.1862, 0.1968, 0.1861, 0.1861, 0.189, 0.1724, 0.1818, 0.1589, 0.1815, 0.2289, 0.262, 0.244, 0.2975, 0.2959, 0.2887, 0.2741, 0.3395, 0.3805, 0.3573, 0.3817, 0.3591, 0.3557, 0.344, 0.3538, 0.3807, 0.3999, 0.4158, 0.3099, 0.3588, 0.3788, 0.3893, 0.4038, 0.3279, 0.3413, 0.3604, 0.3595, 0.3482, 0.3484, 0.3744, 0.3738, 0.3283, 0.366, 0.3974, 0.4319, 0.4351, 0.5048, 0.4725, 0.5173, 0.5681, 0.4437, 0.4222, 0.3249, 0.3467, 0.4654, 0.4454, 0.394, 0.3029, 0.3171, 0.2962, 0.2665, 0.252, 0.1788, 0.172, 0.2281, 0.2379, 0.2547, 0.2547, 0.275, 0.2677, 0.2919, 0.3327, 0.3467, 0.3757, 0.3737, 0.3763, 0.4223, 0.4195, 0.3894, 0.387, 0.4211, 0.3419, 0.4055, 0.4637, 0.4682, 0.4693, 0.4696, 0.4696]}
{"unit_id": "quote:1962010880566325389", "ticker_idx": 0, "ts": "2025-08-31T04:33:40+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Six days of 50 SMA support and building a mini-base in the $154-$158.5 range. We all know what happens next.", "tweet_type": "prediction", "timeline": "days", "summary": "Bullish PLTR: six days of 50-SMA support, mini-base at $154-$158.50, breakout implied next.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "💯 $PLTR Rule of 40, Score of 100 Incoming 🟦\n\nSix days of 50 SMA support and building a mini-base in the $154-$158.5 range. We all know what happens next. \n\n230+ Daily Smart Candle Alerts:\nhttps://t.co/ZQDP5HCFyq https://t.co/BHHtiFrEmp", "reply_text": null, "parent_text": null, "quoted_text": "💪 $PLTR Five Days of 50-SMA Support\n\nThe level is still standing strong. The market is telling you something. Twice the rule of 40 and even more, Score of 94. 10x Revenue Incoming\n\n230+ Daily BLUE Candle Alerts. Free Trial:\nhttps://t.co/ZQDP5HCFyq https://t.co/0qnWrTzy79", "parent_author": null, "ret_m1d": -0.002418929485529464, "ret_signed_m1d": -0.002418929485529464, "alpha_spy_m1d": -0.00988450396041074, "alpha_c_m1d": -0.00988450396041074, "bench_spy_m1d": 0.007465574474881276, "bench_c_m1d": 0.007465574474881276, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.013941068766057496, "ret_signed_p1d": -0.013941068766057496, "alpha_spy_p1d": -0.019360614929065267, "alpha_c_p1d": -0.019360614929065267, "bench_spy_p1d": 0.005419546163007771, "bench_c_p1d": 0.005419546163007771, "ret_p1w": 0.03354767582478968, "ret_signed_p1w": 0.03354767582478968, "alpha_spy_p1w": 0.01783553161352791, "alpha_c_p1w": 0.01783553161352791, "bench_spy_p1w": 0.01571214421126177, "bench_c_p1w": 0.01571214421126177, "ret_p1m": 0.17735057139110544, "ret_signed_p1m": 0.17735057139110544, "alpha_spy_p1m": 0.13044343503365075, "alpha_c_p1m": 0.13044343503365075, "bench_spy_p1m": 0.04690713635745469, "bench_c_p1m": 0.04690713635745469, "ret_p3m": 0.07231523887693592, "ret_signed_p3m": 0.07231523887693592, "alpha_spy_p3m": 0.0020094729189414906, "alpha_c_p3m": 0.0020094729189414906, "bench_spy_p3m": 0.07030576595799443, "bench_c_p3m": 0.07030576595799443, "ret_p6m": -0.1457762711205871, "ret_signed_p6m": -0.1457762711205871, "alpha_spy_p6m": -0.23457571186513781, "alpha_c_p6m": -0.23457571186513781, "bench_spy_p6m": 0.0887994407445507, "bench_c_p6m": 0.0887994407445507, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": 0.03354767582478968, "alpha_spy_stated": 0.01783553161352791, "alpha_c_stated": 0.01783553161352791, "price_path": [-0.2367, -0.187, -0.1593, -0.1546, -0.1318, -0.1394, -0.1253, -0.0998, -0.1202, -0.109, -0.109, -0.126, -0.1093, -0.0882, -0.0903, -0.0817, -0.1677, -0.1322, -0.1681, -0.159, -0.1447, -0.1447, -0.1144, -0.1106, -0.0889, -0.0929, -0.0954, -0.0505, -0.0542, -0.0393, -0.0197, -0.0227, -0.0337, -0.0511, -0.0157, -0.0142, 0.0109, 0.005, -0.0054, 0.0097, 0.008, -0.018, 0.0227, 0.103, 0.1429, 0.1598, 0.1901, 0.1629, 0.1902, 0.1737, 0.1523, 0.1278, 0.1078, 0.0042, -0.0069, -0.0058, 0.0105, 0.0005, 0.0241, -0.0024, 0.0066, -0.0024, -0.0024, 0.0, -0.0139, -0.006, -0.0253, -0.0063, 0.0335, 0.0614, 0.0463, 0.0913, 0.0899, 0.0838, 0.0716, 0.1266, 0.1611, 0.1416, 0.1621, 0.143, 0.1402, 0.1304, 0.1386, 0.1612, 0.1774, 0.1907, 0.1017, 0.1428, 0.1597, 0.1685, 0.1807, 0.1168, 0.1281, 0.1442, 0.1434, 0.1339, 0.1341, 0.156, 0.1555, 0.1171, 0.1489, 0.1753, 0.2043, 0.207, 0.2656, 0.2385, 0.2761, 0.3189, 0.2142, 0.1961, 0.1143, 0.1327, 0.2325, 0.2156, 0.1724, 0.0958, 0.1077, 0.0901, 0.0652, 0.053, -0.0086, -0.0143, 0.0328, 0.0411, 0.0553, 0.0553, 0.0723, 0.0662, 0.0866, 0.1209, 0.1326, 0.157, 0.1553, 0.1576, 0.1962, 0.1938, 0.1686, 0.1665, 0.1952, 0.1286, 0.1821, 0.231, 0.2348, 0.2358, 0.236, 0.236, 0.2013, 0.1724, 0.1512, 0.1315, 0.1315, 0.0686, 0.1079, 0.144, 0.1565, 0.1259, 0.1299, 0.1421, 0.1392, 0.1357, 0.1272, 0.0883, 0.0883, 0.0728, 0.0525, 0.0561, 0.0796, 0.0661, 0.0548, 0.0017, -0.0333, -0.0668, -0.0594, 0.005, -0.1117, -0.1724, -0.1349, -0.0903, -0.1119, -0.1363, -0.178, -0.1635, -0.1635, -0.1532, -0.1382, -0.1413, -0.1391, -0.1686, -0.1798, -0.1458]}
{"unit_id": "quote:1938089806522892339", "ticker_idx": 0, "ts": "2025-06-26T04:19:52+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "HBM + Automotive is the future and Micron is leading it. Dips will ALWAYS be a Bargain of the Century.", "tweet_type": "analysis", "timeline": "years", "summary": "Long MU: HBM set to permanently reshape cycle dynamics, adding ~40% revenue; automotive leadership amplified by RoboTaxi; paradigm shift and super cycle incoming.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU Here's my take. Market is looking at the rear-view mirror, looking at the past and accustomed to its old habits, old ways and old Micron, anchored to an old dusty photo of Micron with DRAM, NAND & NOR chips on it.\n\nMarket fails to take into account that HBM is about to change this company, not just this quarter, not this 2025 but FOREVER. The peak and trough of their cycles will be greatly attenuated because HBM3,4,5 is expected to add about 40% more revenue, one huge line of products to their existing portfolio and this will play a constantly rhythmical music for years rather than making dramatic intro without a satisfying continuum.\n\nYou just gotta remember HBM was a product that Micron never sold in a significant way and now it's headed to become the most important product they've ever made in its history.\n\nParadigm shift and Super Cycle is incoming, driven by AI evolution, Rate Cuts and also RoboTaxis. The RoboTaxi evolution is going to make current Micron's Automotive leadership even more pronounced and prominent over the next several years.\n\nHBM + Automotive is the future and Micron is leading it.\n\nDips will ALWAYS be a Bargain of the Century. Time it correctly. If you are lost our smart candles can help.", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": 0.00992064949241711, "ret_signed_m1d": 0.00992064949241711, "alpha_spy_m1d": 0.01768362155792136, "alpha_c_m1d": 0.017135688419591344, "bench_spy_m1d": -0.007762972065504248, "bench_c_m1d": -0.007215038927174233, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.009841259532637148, "ret_signed_p1d": -0.009841259532637148, "alpha_spy_p1d": -0.014809682683096792, "alpha_c_p1d": -0.014242418921685207, "bench_spy_p1d": 0.004968423150459644, "bench_c_p1d": 0.004401159389048059, "ret_p1w": -0.02944438863813137, "ret_signed_p1w": -0.02944438863813137, "alpha_spy_p1w": -0.05145887434198848, "alpha_c_p1w": -0.05260456088996601, "bench_spy_p1w": 0.022014485703857112, "bench_c_p1w": 0.023160172251834643, "ret_p1m": -0.11615297377005496, "ret_signed_p1m": -0.11615297377005496, "alpha_spy_p1m": -0.15738719454849648, "alpha_c_p1m": -0.15327409670677328, "bench_spy_p1m": 0.04123422077844152, "bench_c_p1m": 0.03712112293671832, "ret_p3m": 0.32195742379580516, "ret_signed_p3m": 0.32195742379580516, "alpha_spy_p3m": 0.2350456212240093, "alpha_c_p3m": 0.161423497883884, "bench_spy_p3m": 0.08691180257179587, "bench_c_p3m": 0.16053392591192117, "ret_p6m": 1.1137858419417523, "ret_signed_p6m": 1.1137858419417523, "alpha_spy_p6m": 0.9950946687445708, "alpha_c_p6m": 0.8286848481828666, "bench_spy_p6m": 0.11869117319718159, "bench_c_p6m": 0.28510099375888576, "ret_p1y": 7.655510030417643, "ret_signed_p1y": 7.655510030417643, "alpha_spy_p1y": 7.411401623946933, "alpha_c_p1y": 6.313830842281525, "bench_spy_p1y": 0.24410840647070997, "bench_c_p1y": 1.3416791881361183, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": 7.655510030417643, "alpha_spy_stated": 7.411401623946933, "alpha_c_stated": 6.313830842281525, "price_path": [-0.3104, -0.296, -0.2968, -0.41, -0.4863, -0.4574, -0.4798, -0.382, -0.444, -0.448, -0.4363, -0.4362, -0.4498, -0.454, -0.454, -0.4703, -0.4428, -0.4212, -0.3856, -0.3668, -0.3765, -0.3898, -0.3893, -0.3828, -0.3594, -0.3617, -0.361, -0.3443, -0.3242, -0.3186, -0.2675, -0.2307, -0.2435, -0.2425, -0.2222, -0.2171, -0.2214, -0.2394, -0.2474, -0.259, -0.259, -0.2351, -0.2367, -0.2317, -0.2503, -0.2208, -0.1885, -0.1806, -0.1564, -0.1384, -0.1194, -0.0941, -0.0791, -0.0779, -0.0825, -0.0489, -0.0449, -0.0332, -0.0332, -0.019, -0.0311, 0.0152, 0.0099, 0.0, -0.0098, -0.0218, -0.0406, -0.0338, -0.0294, -0.0294, -0.0474, -0.0116, -0.0289, -0.022, -0.0107, -0.0578, -0.0458, -0.0751, -0.1003, -0.0913, -0.1005, -0.1324, -0.1275, -0.1124, -0.1162, -0.1162, -0.1106, -0.0885, -0.133, -0.1668, -0.1439, -0.1336, -0.1359, -0.1113, -0.0555, -0.0172, 0.0148, -0.0128, -0.0047, -0.0398, -0.0185, -0.0304, -0.0689, -0.0802, -0.0652, -0.0752, -0.0745, -0.0646, -0.0308, -0.0546, -0.0546, -0.0588, -0.0569, -0.0133, 0.0436, 0.0443, 0.0743, 0.1122, 0.1961, 0.249, 0.2533, 0.2617, 0.271, 0.3417, 0.2927, 0.3077, 0.322, 0.2846, 0.2459, 0.2493, 0.302, 0.3292, 0.447, 0.4597, 0.4931, 0.5179, 0.476, 0.5623, 0.5288, 0.4435, 0.5323, 0.4869, 0.5257, 0.6099, 0.6087, 0.6436, 0.608, 0.5776, 0.6431, 0.741, 0.7496, 0.764, 0.8015, 0.7806, 0.7787, 0.8656, 0.7331, 0.8879, 0.8945, 0.8912, 1.0135, 0.9166, 0.9467, 0.8835, 0.962, 0.9232, 0.8163, 0.7958, 0.6007, 0.6484, 0.78, 0.7848, 0.8303, 0.8303, 0.8798, 0.9114, 0.9037, 0.8613, 0.8016, 0.8857, 0.9628, 1.0065, 1.0962, 1.0545, 0.9168, 0.8879, 0.8482, 0.7926, 0.9757, 1.1138]}
{"unit_id": "quote:1933561676554776885", "ticker_idx": 0, "ts": "2025-06-13T16:26:42+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "BULLISH FOR MICRON 🔥", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Samsung failing Nvidia HBM3E test is bullish for Micron as the beneficiary.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU First to green among semiconductors.\n\nI wonder why 🤔 https://t.co/lcagCs9Wb4", "reply_text": null, "parent_text": null, "quoted_text": "$MU Samsung reportedly fails third Nvidia HBM3E test; eyes re-certification in September\n\nBULLISH FOR MICRON 🔥 https://t.co/uERhzsYVsH", "parent_author": null, "ret_m1d": 0.005017418596944712, "ret_signed_m1d": 0.005017418596944712, "alpha_spy_m1d": -0.006289049334714081, "alpha_c_m1d": -0.018952417468316662, "bench_spy_m1d": 0.011306467931658792, "bench_c_m1d": 0.023969836065261374, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03667825480735609, "ret_signed_p1d": 0.03667825480735609, "alpha_spy_p1d": 0.027163910303507066, "alpha_c_p1d": 0.01181335427100838, "bench_spy_p1d": 0.009514344503849026, "bench_c_p1d": 0.02486490053634771, "ret_p1w": 0.06920414950216469, "ret_signed_p1w": 0.06920414950216469, "alpha_spy_p1w": 0.07081733014179914, "alpha_c_p1w": 0.05644096373971719, "bench_spy_p1w": -0.0016131806396344484, "bench_c_p1w": 0.012763185762447504, "ret_p1m": 0.027003902752766207, "ret_signed_p1m": 0.027003902752766207, "alpha_spy_p1m": -0.02267304123617131, "alpha_c_p1m": -0.08323399571113921, "bench_spy_p1m": 0.049676943988937516, "bench_c_p1m": 0.11023789846390541, "ret_p3m": 0.21221261994367335, "ret_signed_p3m": 0.21221261994367335, "alpha_spy_p3m": 0.11650393963222161, "alpha_c_p3m": 0.04162231337039324, "bench_spy_p3m": 0.09570868031145174, "bench_c_p3m": 0.17059030657328011, "ret_p6m": 1.1393356766300773, "ret_signed_p6m": 1.1393356766300773, "alpha_spy_p6m": 0.9876573000620859, "alpha_c_p6m": 0.7052331008599038, "bench_spy_p6m": 0.15167837656799144, "bench_c_p6m": 0.4341025757701735, "ret_p1y": 8.227050926580443, "ret_signed_p1y": 8.227050926580443, "alpha_spy_p1y": 7.940154007060843, "alpha_c_p1y": 6.759339120663393, "bench_spy_p1y": 0.28689691951959984, "bench_c_p1y": 1.4677118059170504, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.027003902752766207, "alpha_spy_stated": -0.02267304123617131, "alpha_c_stated": -0.08323399571113921, "price_path": [-0.1212, -0.1183, -0.1102, -0.1817, -0.1625, -0.1864, -0.2041, -0.2124, -0.2359, -0.2484, -0.2326, -0.2336, -0.3569, -0.4401, -0.4086, -0.433, -0.3264, -0.394, -0.3984, -0.3856, -0.3855, -0.4003, -0.4048, -0.4048, -0.4227, -0.3926, -0.3691, -0.3303, -0.3099, -0.3204, -0.3349, -0.3343, -0.3272, -0.3017, -0.3043, -0.3035, -0.2853, -0.2634, -0.2573, -0.2016, -0.1615, -0.1754, -0.1743, -0.1522, -0.1466, -0.1514, -0.1709, -0.1797, -0.1923, -0.1923, -0.1663, -0.168, -0.1626, -0.1829, -0.1507, -0.1155, -0.1068, -0.0805, -0.0609, -0.0402, -0.0126, 0.0037, 0.005, 0.0, 0.0367, 0.041, 0.0538, 0.0538, 0.0692, 0.0561, 0.1065, 0.1008, 0.09, 0.0792, 0.0662, 0.0458, 0.0531, 0.0579, 0.0579, 0.0383, 0.0773, 0.0584, 0.066, 0.0783, 0.027, 0.04, 0.0081, -0.0193, -0.0095, -0.0196, -0.0543, -0.049, -0.0326, -0.0366, -0.0367, -0.0306, -0.0065, -0.055, -0.0919, -0.0669, -0.0557, -0.0581, -0.0314, 0.0294, 0.0712, 0.1061, 0.076, 0.0848, 0.0466, 0.0698, 0.0568, 0.0149, 0.0026, 0.019, 0.008, 0.0087, 0.0196, 0.0564, 0.0305, 0.0305, 0.0259, 0.028, 0.0755, 0.1375, 0.1383, 0.171, 0.2122, 0.3037, 0.3614, 0.3661, 0.3752, 0.3853, 0.4624, 0.409, 0.4254, 0.4409, 0.4002, 0.3579, 0.3617, 0.4192, 0.4488, 0.5772, 0.591, 0.6274, 0.6545, 0.6088, 0.7028, 0.6664, 0.5734, 0.6702, 0.6207, 0.663, 0.7547, 0.7534, 0.7915, 0.7527, 0.7196, 0.791, 0.8976, 0.907, 0.9226, 0.9635, 0.9408, 0.9388, 1.0335, 0.889, 1.0577, 1.0649, 1.0614, 1.1946, 1.089, 1.1218, 1.053, 1.1386, 1.0963, 0.9797, 0.9574, 0.7447, 0.7967, 0.9401, 0.9453, 0.995, 0.995, 1.0489, 1.0834, 1.075, 1.0288, 0.9637, 1.0553, 1.1393]}
{"unit_id": "orig:1945196865625956594", "ticker_idx": 0, "ts": "2025-07-15T19:00:47+00:00", "symbol": "TTD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$85-$122 gap fill incoming?", "tweet_type": "prediction", "timeline": "weeks", "summary": "Bullish TTD on weekly tiny blue candle signal; expects $85–$122 gap fill.", "resolved_tickers": ["TTD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Advertising Agencies", "unit_kind": "original", "lang": "en", "tweet_text": "🟦 $TTD (W) Tiny BLUE candle? 61% Large Gains\n\n$85-$122 gap fill incoming?\n\n 200+ Smart Candle Alerts Free Trial: https://t.co/UOnxsgbASK https://t.co/dWfAEpjE2T", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.061815934407705164, "ret_signed_m1d": -0.061815934407705164, "alpha_spy_m1d": -0.0661075849225723, "alpha_c_m1d": -0.0661075849225723, "bench_spy_m1d": 0.004291650514867129, "bench_c_m1d": 0.004291650514867129, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.009079548677671356, "ret_signed_p1d": 0.009079548677671356, "alpha_spy_p1d": 0.005736175769287977, "alpha_c_p1d": 0.005736175769287977, "bench_spy_p1d": 0.0033433729083833796, "bench_c_p1d": 0.0033433729083833796, "ret_p1w": 0.01579597784780673, "ret_signed_p1w": 0.01579597784780673, "alpha_spy_p1w": 0.004994441241315428, "alpha_c_p1w": 0.004994441241315428, "bench_spy_p1w": 0.010801536606491302, "bench_c_p1w": 0.010801536606491302, "ret_p1m": -0.32388060225528315, "ret_signed_p1m": -0.32388060225528315, "alpha_spy_p1m": -0.3604480118981157, "alpha_c_p1m": -0.3604480118981157, "bench_spy_p1m": 0.03656740964283256, "bench_c_p1m": 0.03656740964283256, "ret_p3m": -0.34875622367372605, "ret_signed_p3m": -0.34875622367372605, "alpha_spy_p3m": -0.4013014166402835, "alpha_c_p3m": -0.4013014166402835, "bench_spy_p3m": 0.052545192966557464, "bench_c_p3m": 0.052545192966557464, "ret_p6m": -0.5192785971099968, "ret_signed_p6m": -0.5192785971099968, "alpha_spy_p6m": -0.6340359590572432, "alpha_c_p6m": -0.6340359590572432, "bench_spy_p6m": 0.1147573619472464, "bench_c_p6m": 0.1147573619472464, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.32388060225528315, "alpha_spy_stated": -0.3604480118981157, "alpha_c_stated": -0.3604480118981157, "price_path": [-0.3749, -0.3749, -0.4085, -0.3948, -0.3771, -0.3374, -0.3287, -0.3234, -0.32, -0.333, -0.34, -0.3272, -0.3097, -0.3081, -0.2978, -0.255, -0.1164, -0.0124, -0.0281, -0.0157, -0.0361, -0.0509, -0.0507, -0.0415, -0.0738, -0.0755, -0.081, -0.081, -0.054, -0.043, -0.0687, -0.0644, -0.07, -0.0746, -0.0541, -0.1155, -0.1112, -0.1108, -0.0999, -0.0999, -0.1223, -0.1547, -0.1262, -0.1587, -0.146, -0.146, -0.1514, -0.1434, -0.1065, -0.1318, -0.154, -0.1377, -0.1046, -0.0859, -0.0848, -0.0745, -0.0745, -0.0851, -0.0792, -0.0593, -0.0442, -0.0624, -0.0618, 0.0, 0.0091, 0.0129, -0.0024, -0.0046, 0.0158, 0.0526, 0.0572, 0.0714, 0.1002, 0.0514, 0.0749, 0.0816, 0.0706, 0.1164, 0.0908, 0.1142, 0.0986, -0.3255, -0.3386, -0.3374, -0.3239, -0.3687, -0.3517, -0.3165, -0.3466, -0.3466, -0.3495, -0.3383, -0.3486, -0.3505, -0.3451, -0.3114, -0.3201, -0.3201, -0.3261, -0.3312, -0.3542, -0.3524, -0.3529, -0.3483, -0.4261, -0.4373, -0.4384, -0.4336, -0.4416, -0.4357, -0.4536, -0.4469, -0.426, -0.4172, -0.417, -0.4184, -0.4137, -0.3826, -0.3904, -0.3866, -0.3672, -0.3588, -0.3391, -0.3347, -0.3275, -0.3272, -0.3488, -0.3623, -0.369, -0.3644, -0.3794, -0.3784, -0.3471, -0.3294, -0.3297, -0.3267, -0.3532, -0.3332, -0.3573, -0.3786, -0.3909, -0.3746, -0.3891, -0.4124, -0.4067, -0.4291, -0.4652, -0.4619, -0.4502, -0.4553, -0.4668, -0.4785, -0.4999, -0.4966, -0.5001, -0.523, -0.5068, -0.5142, -0.5138, -0.5136, -0.5136, -0.508, -0.5077, -0.5031, -0.5198, -0.5106, -0.5019, -0.5106, -0.51, -0.5122, -0.5396, -0.5442, -0.5499, -0.5443, -0.5377, -0.5362, -0.5366, -0.5362, -0.5343, -0.5259, -0.5259, -0.5235, -0.5225, -0.5259, -0.5279, -0.5279, -0.5313, -0.5011, -0.5057, -0.5193]}
{"unit_id": "quote:1929614343383273528", "ticker_idx": 0, "ts": "2025-06-02T19:01:24+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I strongly believe Palantir is poised to win more contracts as it perfectly rhymes with Efficiency.", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Bullish PLTR: new Navy Secretary's efficiency focus and shipbuilding demo attendance signals more government contracts ahead.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "$PLTR @SECNAV John Phelan who was at Palantir shipbuilding demo at @scsp_ai expo 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{"unit_id": "quote:1943679063874576865", "ticker_idx": 0, "ts": "2025-07-11T14:29:35+00:00", "symbol": "RCAT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$RCAT Short-Range Reconnaissance Drone", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Bullish RCAT and PLTR as beneficiaries of Hegseth's fast-track drone production orders; RCAT featured as SRR drone, PLTR's DC studio showcasing it.", "resolved_tickers": ["RCAT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "quote", "lang": "en", "tweet_text": "Defense Sec. @PeteHegseth has issued sweeping new orders to fast-track drone production and deployment\n\nMeanwhile in $PLTR Gadget Studio in DC Office\n- $RCAT Short-Range Reconnaissance Drone\n- SKYKIT/SKYDIO Short-Range Reconnaissance Drone\n- @shieldaitech Drone, not on sight\n\n🐐", "reply_text": null, "parent_text": null, "quoted_text": "- SKYKIT / SKYDIO 단거리 정찰(SRR) 드론\n- REDCAT 단거리 정찰(SRR) 드론\n\n- 실드 AI 드론은 없던걸로 https://t.co/PdmFJ8F9ey", "parent_author": null, "ret_m1d": -0.2088680920370306, "ret_signed_m1d": -0.2088680920370306, "alpha_spy_m1d": -0.21239600152083427, "alpha_c_m1d": -0.21246338547481758, "bench_spy_m1d": 0.0035279094838036595, "bench_c_m1d": 0.0035952934377869727, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.2053675952806362, "ret_signed_p1d": 0.2053675952806362, "alpha_spy_p1d": 0.20345931202110146, "alpha_c_p1d": 0.199974758023024, "bench_spy_p1d": 0.0019082832595347377, "bench_c_p1d": 0.005392837257612193, "ret_p1w": 0.31505260899485177, "ret_signed_p1w": 0.31505260899485177, "alpha_spy_p1w": 0.30870235213264174, "alpha_c_p1w": 0.30666376247179583, "bench_spy_p1w": 0.006350256862210024, "bench_c_p1w": 0.008388846523055937, "ret_p1m": 0.09276547311595351, "ret_signed_p1m": 0.09276547311595351, "alpha_spy_p1m": 0.07304189513036197, "alpha_c_p1m": 0.09183331045845744, "bench_spy_p1m": 0.019723577985591545, "bench_c_p1m": 0.0009321626574960717, "ret_p3m": 0.6744458450956878, "ret_signed_p3m": 0.6744458450956878, "alpha_spy_p3m": 0.5920940809232409, "alpha_c_p3m": 0.6342806344679839, "bench_spy_p3m": 0.08235176417244694, "bench_c_p3m": 0.04016521062770395, "ret_p6m": 0.2718786472201673, "ret_signed_p6m": 0.2718786472201673, "alpha_spy_p6m": 0.1627664858033906, "alpha_c_p6m": 0.19957394167665488, "bench_spy_p6m": 0.10911216141677671, "bench_c_p6m": 0.07230470554351243, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.09276547311595351, "alpha_spy_stated": 0.07304189513036197, "alpha_c_stated": 0.09183331045845744, "price_path": [-0.3314, -0.3956, -0.4014, -0.4014, -0.4562, -0.4417, -0.4166, -0.3839, -0.3944, -0.3921, -0.4061, -0.4142, -0.4084, -0.3063, -0.3536, -0.3792, -0.3722, -0.3349, -0.3081, -0.2824, -0.2555, -0.224, -0.2427, -0.1972, -0.1972, -0.2089, -0.259, -0.2147, -0.2042, -0.2042, -0.2625, -0.2847, -0.3011, -0.3057, -0.2462, -0.1914, -0.0583, -0.1459, -0.0478, 0.0268, 0.0023, -0.0163, 0.021, -0.0268, 0.0723, -0.1459, -0.1488, -0.1488, -0.1984, -0.1622, -0.1669, -0.1739, -0.1272, -0.1634, -0.1505, -0.1925, -0.1669, -0.1739, -0.1739, -0.2077, -0.1949, -0.196, -0.2089, 0.0, 0.2054, 0.1984, 0.3372, 0.4247, 0.3151, 0.0986, 0.0478, 0.1155, 0.1552, 0.1039, 0.056, -0.0385, -0.0443, -0.0338, -0.0432, 0.0303, 0.168, 0.1062, 0.0887, 0.0887, 0.0928, 0.1085, 0.0957, 0.0933, -0.0187, 0.0723, 0.0513, 0.049, 0.1365, 0.1459, 0.175, 0.0957, 0.0473, 0.0548, 0.0432, 0.0432, 0.0362, 0.0, -0.007, -0.0058, 0.035, 0.0058, -0.0058, 0.2835, 0.2824, 0.2275, 0.2637, 0.3151, 0.1715, 0.2205, 0.3209, 0.3734, 0.2112, 0.1867, 0.1832, 0.1855, 0.2077, 0.2217, 0.3442, 0.5041, 0.7013, 0.7258, 0.6744, 0.7106, 0.5309, 0.7946, 0.7806, 0.7118, 0.5006, 0.3699, 0.3501, 0.2754, 0.1657, 0.1832, 0.3011, 0.3384, 0.2917, 0.3279, 0.2322, 0.3127, 0.1972, 0.1062, 0.0968, 0.0058, 0.0828, 0.0688, 0.0117, -0.0012, -0.0968, -0.1645, -0.21, -0.1727, -0.2287, -0.2835, -0.2579, -0.1564, -0.1505, -0.1447, -0.1447, -0.1342, -0.1867, -0.1879, -0.119, -0.0292, -0.0642, -0.035, 0.0047, -0.0222, 0.0257, -0.0618, -0.1272, -0.14, -0.196, -0.161, -0.0607, 0.0758, 0.0712, 0.0607, 0.0607, -0.0315, -0.0887, -0.091, -0.0747, -0.0747, 0.0688, 0.2719]}
{"unit_id": "quote:1943679063874576865", "ticker_idx": 1, "ts": "2025-07-11T14:29:35+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Meanwhile in $PLTR Gadget Studio in DC Office", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Bullish RCAT and PLTR as beneficiaries of Hegseth's fast-track drone production orders; RCAT featured as SRR drone, PLTR's DC studio showcasing it.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "Defense Sec. @PeteHegseth has issued sweeping new orders to fast-track drone production and deployment\n\nMeanwhile in $PLTR Gadget Studio in DC Office\n- $RCAT Short-Range Reconnaissance Drone\n- SKYKIT/SKYDIO Short-Range Reconnaissance Drone\n- @shieldaitech Drone, not on sight\n\n🐐", "reply_text": null, "parent_text": null, "quoted_text": "- SKYKIT / SKYDIO 단거리 정찰(SRR) 드론\n- REDCAT 단거리 정찰(SRR) 드론\n\n- 실드 AI 드론은 없던걸로 https://t.co/PdmFJ8F9ey", "parent_author": null, "ret_m1d": 0.0028148759979151894, "ret_signed_m1d": 0.0028148759979151894, "alpha_spy_m1d": -0.0007130334858884702, "alpha_c_m1d": -0.0007130334858884702, "bench_spy_m1d": 0.0035279094838036595, "bench_c_m1d": 0.0035279094838036595, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.04961286059222991, "ret_signed_p1d": 0.04961286059222991, "alpha_spy_p1d": 0.047704577332695175, "alpha_c_p1d": 0.047704577332695175, "bench_spy_p1d": 0.0019082832595347377, "bench_c_p1d": 0.0019082832595347377, "ret_p1w": 0.08036592314166535, "ret_signed_p1w": 0.08036592314166535, "alpha_spy_p1w": 0.07401566627945533, "alpha_c_p1w": 0.07401566627945533, "bench_spy_p1w": 0.006350256862210024, "bench_c_p1w": 0.006350256862210024, "ret_p1m": 0.2855734329997446, "ret_signed_p1m": 0.2855734329997446, "alpha_spy_p1m": 0.26584985501415304, "alpha_c_p1m": 0.26584985501415304, "bench_spy_p1m": 0.019723577985591545, "bench_c_p1m": 0.019723577985591545, "ret_p3m": 0.29176628905192126, "ret_signed_p3m": 0.29176628905192126, "alpha_spy_p3m": 0.20941452487947432, "alpha_c_p3m": 0.20941452487947432, "bench_spy_p3m": 0.08235176417244694, "bench_c_p3m": 0.08235176417244694, "ret_p6m": 0.22477118797130702, "ret_signed_p6m": 0.22477118797130702, "alpha_spy_p6m": 0.11565902655453031, "alpha_c_p6m": 0.11565902655453031, "bench_spy_p6m": 0.10911216141677671, "bench_c_p6m": 0.10911216141677671, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.2855734329997446, "alpha_spy_stated": 0.26584985501415304, "alpha_c_stated": 0.26584985501415304, "price_path": [-0.3075, -0.3476, -0.34, -0.34, -0.361, -0.3386, -0.2905, -0.2415, -0.2063, -0.1932, -0.1831, -0.1665, -0.1823, -0.1254, -0.129, -0.2339, -0.2225, -0.1615, -0.1745, -0.1664, -0.0985, -0.0839, -0.0984, -0.0885, -0.111, -0.1162, -0.1514, -0.1394, -0.1322, -0.1322, -0.1317, -0.1291, -0.1392, -0.0726, -0.0708, -0.0628, -0.0851, -0.1562, -0.1012, -0.0707, -0.0654, -0.0402, -0.0486, -0.0331, -0.0049, -0.0274, -0.0151, -0.0151, -0.0338, -0.0153, 0.008, 0.0056, 0.0151, -0.0799, -0.0407, -0.0804, -0.0702, -0.0545, -0.0545, -0.021, -0.0168, 0.0072, 0.0028, 0.0, 0.0496, 0.0456, 0.062, 0.0837, 0.0804, 0.0682, 0.049, 0.0882, 0.0898, 0.1175, 0.111, 0.0995, 0.1162, 0.1144, 0.0856, 0.1306, 0.2194, 0.2635, 0.2822, 0.3157, 0.2856, 0.3158, 0.2975, 0.2739, 0.2468, 0.2247, 0.1101, 0.0979, 0.0991, 0.1171, 0.1061, 0.1321, 0.1029, 0.1127, 0.1028, 0.1028, 0.1055, 0.0901, 0.0988, 0.0775, 0.0985, 0.1426, 0.1734, 0.1567, 0.2064, 0.2049, 0.1982, 0.1846, 0.2454, 0.2835, 0.262, 0.2847, 0.2636, 0.2605, 0.2496, 0.2587, 0.2837, 0.3015, 0.3163, 0.2179, 0.2634, 0.282, 0.2918, 0.3052, 0.2346, 0.2471, 0.2649, 0.264, 0.2535, 0.2537, 0.2779, 0.2773, 0.235, 0.2701, 0.2993, 0.3313, 0.3343, 0.3991, 0.3691, 0.4108, 0.458, 0.3423, 0.3223, 0.2319, 0.2521, 0.3625, 0.3438, 0.2961, 0.2114, 0.2246, 0.2051, 0.1776, 0.1641, 0.096, 0.0897, 0.1418, 0.151, 0.1666, 0.1666, 0.1854, 0.1787, 0.2012, 0.2391, 0.2521, 0.2791, 0.2772, 0.2797, 0.3224, 0.3198, 0.2918, 0.2896, 0.3213, 0.2476, 0.3068, 0.3609, 0.3651, 0.3662, 0.3664, 0.3664, 0.328, 0.2961, 0.2726, 0.2509, 0.2509, 0.1813, 0.2248]}
{"unit_id": "thread:1935506415889825798", "ticker_idx": 0, "ts": "2025-06-19T01:14:24+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$PLTR Project Overmatch for Naval Information Warfare Capability", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish PLTR: highlights Navy Project Overmatch contract win with Palantir powering Maven Smart Systems AI/data infrastructure, concept-to-fielded in 8 weeks.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "self_thread", "lang": "en", "tweet_text": "🚢 $PLTR Project Overmatch for Naval Information Warfare Capability\n\n\"As a result of CDAO’s Open DAGIR, Project Overmatch has worked with industry partners Palantir and Anduril to create an ecosystem to collect, move and store Navy data to allow joint capabilities to quickly turn that data into knowledge and capabilities usable by Fleet commanders. An example of that is Maven Smart Systems, an open, extensible platform powered by Palantir’s data and AI infrastructure and serves as a component of the Maven program. A unified tactical display that provides insight on vessels across the world, the Maven program overlays real-time ship readiness and sustainment data right at the user’s fingertips. As the first Open DAGIR capability created through a collaboration with Palantir, it went from concept to fielded in just eight weeks. Follow-on capabilities have been fielded in weeks versus years for traditional acquisition programs.\"\n\n\"Project Overmatch is a multi-command effort to enable a U.S. Navy and Marine Corps that delivers synchronized lethal and non-lethal effects in every domain. Teaming with the U.S. Air Force, Space Force, Army, Marine Corps and allied and coalition partners, Overmatch connects platforms, weapons and sensors in a robust Naval Operational Architecture that integrates with Combined Joint All-Domain Command and Control (CJADC2) for enhanced Distributed Maritime Operations.\"\n\n\"As a participant of a new pilot within the Department of Defense (DOD), Project Overmatch is charting new avenues in leveraging commercial technology to solve operational problems more rapidly than ever, with an emphasis on operational to tactical integration. With the strategic landscape becoming more complex due to an increased focus on information warfare, keeping pace with next-generational tools like artificial intelligence (AI) and machine learning (ML) is vital to ensure dominance in the digital battlefield.\"\n\n---\n\nhttps://t.co/vkZH0w8Wro", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.019373660618977828, "ret_signed_m1d": 0.019373660618977828, "alpha_spy_m1d": 0.017019554209006804, "alpha_c_m1d": 0.017019554209006804, "bench_spy_m1d": 0.002354106409971024, "bench_c_m1d": 0.002354106409971024, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.019082265542265553, "ret_signed_p1d": 0.019082265542265553, "alpha_spy_p1d": 0.009204883645042683, "alpha_c_p1d": 0.009204883645042683, "bench_spy_p1d": 0.00987738189722287, "bench_c_p1d": 0.00987738189722287, "ret_p1w": -0.04777856819217141, "ret_signed_p1w": -0.04777856819217141, "alpha_spy_p1w": -0.08249286305941994, "alpha_c_p1w": -0.08249286305941994, "bench_spy_p1w": 0.03471429486724853, "bench_c_p1w": 0.03471429486724853, "ret_p1m": 0.10553525063588465, "ret_signed_p1m": 0.10553525063588465, "alpha_spy_p1m": 0.04749858368918969, "alpha_c_p1m": 0.04749858368918969, "bench_spy_p1m": 0.05803666694669496, "bench_c_p1m": 0.05803666694669496, "ret_p3m": 0.2260014427501471, "ret_signed_p3m": 0.2260014427501471, "alpha_spy_p3m": 0.11679364680537829, "alpha_c_p3m": 0.11679364680537829, "bench_spy_p3m": 0.10920779594476882, "bench_c_p3m": 0.10920779594476882, "ret_p6m": 0.33466857922006366, "ret_signed_p6m": 0.33466857922006366, "alpha_spy_p6m": 0.18602269923338466, "alpha_c_p6m": 0.18602269923338466, "bench_spy_p6m": 0.148645879986679, "bench_c_p6m": 0.148645879986679, "ret_p1y": -0.0380917378826825, "ret_signed_p1y": -0.0380917378826825, "alpha_spy_p1y": -0.2888519418747776, "alpha_c_p1y": -0.2888519418747776, "bench_spy_p1y": 0.2507602039920951, "bench_c_p1y": 0.2507602039920951, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.10553525063588465, "alpha_spy_stated": 0.04749858368918969, "alpha_c_stated": 0.04749858368918969, "price_path": [-0.2972, -0.3279, -0.3438, -0.3747, -0.3853, -0.3832, -0.3631, -0.3911, -0.461, -0.4331, -0.4369, -0.3299, -0.3548, -0.3551, -0.3254, -0.2833, -0.3248, -0.317, -0.317, -0.3387, -0.3154, -0.2657, -0.215, -0.1786, -0.165, -0.1546, -0.1374, -0.1537, -0.0948, -0.0985, -0.2071, -0.1953, -0.1322, -0.1457, -0.1372, -0.067, -0.0519, -0.0669, -0.0567, -0.0799, -0.0853, -0.1218, -0.1093, -0.1019, -0.1019, -0.1013, -0.0986, -0.1091, -0.0402, -0.0383, -0.0301, -0.0531, -0.1267, -0.0698, -0.0382, -0.0327, -0.0066, -0.0154, 0.0007, 0.0299, 0.0066, 0.0194, 0.0194, 0.0, 0.0191, 0.0432, 0.0408, 0.0506, -0.0478, -0.0071, -0.0482, -0.0377, -0.0214, -0.0214, 0.0133, 0.0176, 0.0425, 0.0379, 0.035, 0.0863, 0.0822, 0.0991, 0.1216, 0.1181, 0.1055, 0.0857, 0.1262, 0.1279, 0.1566, 0.1499, 0.1379, 0.1552, 0.1533, 0.1236, 0.1701, 0.262, 0.3076, 0.327, 0.3617, 0.3305, 0.3618, 0.3428, 0.3184, 0.2904, 0.2675, 0.1489, 0.1363, 0.1375, 0.1562, 0.1447, 0.1717, 0.1414, 0.1516, 0.1414, 0.1414, 0.1441, 0.1282, 0.1372, 0.1151, 0.1369, 0.1825, 0.2144, 0.1971, 0.2486, 0.247, 0.2401, 0.226, 0.2889, 0.3284, 0.3061, 0.3296, 0.3078, 0.3046, 0.2933, 0.3027, 0.3286, 0.3471, 0.3623, 0.2605, 0.3076, 0.3268, 0.3369, 0.3508, 0.2778, 0.2907, 0.3091, 0.3082, 0.2973, 0.2975, 0.3226, 0.322, 0.2782, 0.3145, 0.3447, 0.3779, 0.3809, 0.448, 0.417, 0.4601, 0.509, 0.3892, 0.3685, 0.2749, 0.2959, 0.4101, 0.3908, 0.3414, 0.2538, 0.2674, 0.2473, 0.2187, 0.2048, 0.1343, 0.1278, 0.1817, 0.1912, 0.2074, 0.2074, 0.2269, 0.2199, 0.2432, 0.2824, 0.2958, 0.3238, 0.3218, 0.3244, 0.3686, 0.3659, 0.337, 0.3347]}
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{"unit_id": "quote:1933745722660417739", "ticker_idx": 0, "ts": "2025-06-14T04:38:02+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$167 INCOMING", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish PLTR targeting $167 after ATH close at $137.4.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "🐐 $PLTR $137.4 ANOTHER ATH-CLOSE ACHIEVED\n\n$167 INCOMING https://t.co/vqt3bZqBSS", "reply_text": null, "parent_text": null, "quoted_text": "🟦 $PLTR EVERY SINGLE BULLISH BLUE CANDLE (W) ALERTS HAVE YIELDED AT LEAST 50% RETURNS \n\nYeah, valuation is high but we don't care, we trust our data-driven Smart Blue/Pink Candle system.\n\n✨Join our community for just $0.67/day\n✨ Free Trial is also available ! https://t.co/qijzm8uj26", "parent_author": null, "ret_m1d": -0.028357327358583984, "ret_signed_m1d": -0.028357327358583984, "alpha_spy_m1d": -0.018932652458570565, "alpha_c_m1d": -0.018932652458570565, "bench_spy_m1d": -0.009424674900013419, "bench_c_m1d": -0.009424674900013419, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.02269999738870887, "ret_signed_p1d": -0.02269999738870887, "alpha_spy_p1d": -0.01415482599027773, "alpha_c_p1d": -0.01415482599027773, "bench_spy_p1d": -0.00854517139843114, "bench_c_p1d": -0.00854517139843114, "ret_p1w": -0.010536775720085156, "ret_signed_p1w": -0.010536775720085156, "alpha_spy_p1w": -0.0092826308390338, "alpha_c_p1w": -0.0092826308390338, "bench_spy_p1w": -0.0012541448810513556, "bench_c_p1w": -0.0012541448810513556, "ret_p1m": 0.0507036134874701, "ret_signed_p1m": 0.0507036134874701, "alpha_spy_p1m": 0.015362854148547767, "alpha_c_p1m": 0.015362854148547767, "bench_spy_p1m": 0.035340759338922334, "bench_c_p1m": 0.035340759338922334, "ret_p3m": 0.16229401282726652, "ret_signed_p3m": 0.16229401282726652, "alpha_spy_p3m": 0.0678920875320721, "alpha_c_p3m": 0.0678920875320721, "bench_spy_p3m": 0.09440192529519442, "bench_c_p3m": 0.09440192529519442, "ret_p6m": 0.28590617091267645, "ret_signed_p6m": 0.28590617091267645, "alpha_spy_p6m": 0.1460665519295321, "alpha_c_p6m": 0.1460665519295321, "bench_spy_p6m": 0.13983961898314434, "bench_c_p6m": 0.13983961898314434, "ret_p1y": 0.005586544556072992, "ret_signed_p1y": 0.005586544556072992, "alpha_spy_p1y": -0.26023650804817744, "alpha_c_p1y": -0.26023650804817744, "bench_spy_p1y": 0.26582305260425043, "bench_c_p1y": 0.26582305260425043, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.0507036134874701, "alpha_spy_stated": 0.015362854148547767, "alpha_c_stated": 0.015362854148547767, "price_path": [-0.3911, -0.382, -0.3568, -0.3158, -0.3176, -0.3474, -0.3629, -0.3929, -0.4032, -0.4012, -0.3816, -0.4088, -0.4766, -0.4495, -0.4532, -0.3493, -0.3735, -0.3738, -0.345, -0.3042, -0.3444, -0.3368, -0.3368, -0.3579, -0.3353, -0.287, -0.2378, -0.2025, -0.1892, -0.1791, -0.1624, -0.1783, -0.1211, -0.1247, -0.2302, -0.2187, -0.1574, -0.1705, -0.1623, -0.0941, -0.0794, -0.094, -0.0841, -0.1066, -0.1119, -0.1473, -0.1352, -0.128, -0.128, -0.1274, -0.1248, -0.135, -0.0681, -0.0663, -0.0583, -0.0806, -0.152, -0.0968, -0.0661, -0.0608, -0.0355, -0.044, -0.0284, 0.0, -0.0227, -0.0103, -0.0103, -0.0291, -0.0105, 0.0129, 0.0105, 0.0201, -0.0755, -0.036, -0.0759, -0.0657, -0.0499, -0.0499, -0.0162, -0.012, 0.0122, 0.0077, 0.0049, 0.0547, 0.0507, 0.0672, 0.089, 0.0856, 0.0734, 0.0542, 0.0935, 0.0951, 0.123, 0.1165, 0.1049, 0.1216, 0.1198, 0.0909, 0.1361, 0.2253, 0.2696, 0.2885, 0.3221, 0.2918, 0.3222, 0.3038, 0.2801, 0.2529, 0.2307, 0.1156, 0.1032, 0.1044, 0.1226, 0.1114, 0.1376, 0.1083, 0.1182, 0.1082, 0.1082, 0.1109, 0.0954, 0.1042, 0.0827, 0.1039, 0.1482, 0.1791, 0.1623, 0.2123, 0.2107, 0.204, 0.1904, 0.2515, 0.2898, 0.2682, 0.2909, 0.2698, 0.2667, 0.2557, 0.2648, 0.29, 0.3079, 0.3227, 0.2239, 0.2696, 0.2882, 0.2981, 0.3116, 0.2406, 0.2532, 0.2711, 0.2702, 0.2596, 0.2598, 0.2841, 0.2836, 0.241, 0.2763, 0.3056, 0.3378, 0.3408, 0.4059, 0.3758, 0.4177, 0.4651, 0.3488, 0.3288, 0.2379, 0.2583, 0.3691, 0.3504, 0.3024, 0.2173, 0.2305, 0.211, 0.1833, 0.1698, 0.1014, 0.095, 0.1474, 0.1566, 0.1723, 0.1723, 0.1912, 0.1844, 0.2071, 0.2452, 0.2582, 0.2853, 0.2834, 0.2859]}
{"unit_id": "orig:1965539673176256938", "ticker_idx": 0, "ts": "2025-09-09T22:15:50+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU Breaking out of a Bull Flag. The upper Bollinger Band is now acting like a magnet and it's climbing!", "tweet_type": "prediction", "timeline": "days", "summary": "MU breaking out of bull flag with upper Bollinger Band acting as magnet; bullish momentum continues.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "🟦 $MU Breaking out of a Bull Flag. The upper Bolilnger Band is now acting like a magnet and it's climbing!\n\nThe last two (D) BLUE candles surged as much as 21%, a total of 41% gains 💰\n\n230+ Daily BLUE Candle Alerts. Free Trial:\nhttps://t.co/ZQDP5HCFyq https://t.co/Ka5sGYdxF8", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.03399996026958185, "ret_signed_m1d": -0.03399996026958185, "alpha_spy_m1d": -0.031117581987213594, "alpha_c_m1d": -0.023961107185040187, "bench_spy_m1d": -0.0028823782823682587, "bench_c_m1d": -0.010038853084541666, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.07550001931946149, "ret_signed_p1d": 0.07550001931946149, "alpha_spy_p1d": 0.06718963345659823, "alpha_c_p1d": 0.06519516491753152, "bench_spy_p1d": 0.008310385862863257, "bench_c_p1d": 0.010304854401929964, "ret_p1w": 0.14278577467657372, "ret_signed_p1w": 0.14278577467657372, "alpha_spy_p1w": 0.13209884365012714, "alpha_c_p1w": 0.12809301790058703, "bench_spy_p1w": 0.010686931026446578, "bench_c_p1w": 0.014692756775986693, "ret_p1m": 0.37464605545711493, "ret_signed_p1m": 0.37464605545711493, "alpha_spy_p1m": 0.34273788280811535, "alpha_c_p1m": 0.22712084969532698, "bench_spy_p1m": 0.03190817264899959, "bench_c_p1m": 0.14752520576178796, "ret_p3m": 0.7648188456654441, "ret_signed_p3m": 0.7648188456654441, "alpha_spy_p3m": 0.713738027139273, "alpha_c_p3m": 0.5397082602478318, "bench_spy_p3m": 0.05108081852617108, "bench_c_p3m": 0.2251105854176123, "ret_p6m": 1.838994008347317, "ret_signed_p6m": 1.838994008347317, "alpha_spy_p6m": 1.788384960103649, "alpha_c_p6m": 1.5207072522109955, "bench_spy_p6m": 0.050609048243668076, "bench_c_p6m": 0.3182867561363216, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": 0.14278577467657372, "alpha_spy_stated": 0.13209884365012714, "alpha_c_stated": 0.12809301790058703, "price_path": [-0.1751, -0.1448, -0.1412, -0.1307, -0.1307, -0.118, -0.1288, -0.0872, -0.0919, -0.1008, -0.1097, -0.1205, -0.1373, -0.1312, -0.1273, -0.1273, -0.1434, -0.1113, -0.1269, -0.1206, -0.1105, -0.1528, -0.1421, -0.1684, -0.191, -0.1829, -0.1912, -0.2199, -0.2155, -0.2019, -0.2053, -0.2054, -0.2003, -0.1804, -0.2204, -0.2509, -0.2302, -0.221, -0.223, -0.2009, -0.1508, -0.1163, -0.0875, -0.1124, -0.1051, -0.1366, -0.1175, -0.1282, -0.1628, -0.1729, -0.1594, -0.1684, -0.1679, -0.1589, -0.1286, -0.1499, -0.1499, -0.1537, -0.152, -0.1128, -0.0616, -0.061, -0.034, 0.0, 0.0755, 0.1231, 0.1269, 0.1344, 0.1428, 0.2064, 0.1624, 0.1759, 0.1886, 0.1551, 0.1202, 0.1234, 0.1707, 0.1951, 0.3011, 0.3125, 0.3425, 0.3649, 0.3272, 0.4047, 0.3746, 0.298, 0.3778, 0.337, 0.3719, 0.4475, 0.4465, 0.4779, 0.4458, 0.4185, 0.4774, 0.5654, 0.5731, 0.5861, 0.6198, 0.6011, 0.5994, 0.6775, 0.5583, 0.6975, 0.7034, 0.7005, 0.8104, 0.7233, 0.7504, 0.6936, 0.7642, 0.7293, 0.6332, 0.6147, 0.4393, 0.4821, 0.6005, 0.6048, 0.6457, 0.6457, 0.6902, 0.7186, 0.7117, 0.6736, 0.6199, 0.6955, 0.7648, 0.8041, 0.8848, 0.8473, 0.7235, 0.6975, 0.6618, 0.6119, 0.7765, 0.9006, 0.9769, 0.9746, 1.049, 1.049, 1.0355, 1.1048, 1.0924, 1.0407, 1.0407, 1.2553, 1.2319, 1.4556, 1.4279, 1.3383, 1.4675, 1.473, 1.4177, 1.3835, 1.407, 1.5937, 1.5937, 1.6098, 1.7822, 1.8428, 1.8576, 1.7821, 1.9333, 2.1123, 2.116, 1.9665, 2.1304, 1.9991, 1.7128, 1.7377, 1.8221, 1.7421, 1.6688, 1.934, 1.96, 1.9435, 1.9435, 1.8585, 2.0099, 1.9841, 2.0615, 2.01, 1.9889, 2.0674, 1.9713, 1.9485, 1.9507, 1.7148, 1.8656, 1.839]}
{"unit_id": "quote:1939168993543364702", "ticker_idx": 0, "ts": "2025-06-29T03:48:10+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU New Price Target Post Earnings -Rosenblatt: $200 -Baird: $200 -JPMorgan: $165 -Mizuho Securities: $150 -UBS: $155 -Wedbush: $150 -Bank of America Securities: $140", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Shares multiple analyst Buy/PT upgrades on MU post-earnings, all above current price; implied bullish endorsement.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "🔥 $MU New Price Target Post Earnings\n\n-Rosenblatt: $200\n-Baird: $200\n-JPMorgan: $165\n-Mizuho Securities: $150\n-UBS: $155\n-Wedbush: $150\n-Bank of America Securities: $140", "reply_text": null, "parent_text": null, "quoted_text": "$MU Data Center Revenue is on 🔥\n\nMicron will never be the same company again", "parent_author": null, "ret_m1d": 0.012251577573582306, "ret_signed_m1d": 0.012251577573582306, "alpha_spy_m1d": 0.017010005527461236, "alpha_c_m1d": 0.013900975108794511, "bench_spy_m1d": -0.00475842795387893, "bench_c_m1d": -0.0016493975352122048, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.019148057833288767, "ret_signed_p1d": -0.019148057833288767, "alpha_spy_p1d": -0.018824243819593134, "alpha_c_p1d": -0.008247281070891677, "bench_spy_p1d": -0.00032381401369563356, "bench_c_p1d": -0.01090077676239709, "ret_p1w": -0.02610236865156823, "ret_signed_p1w": -0.02610236865156823, "alpha_spy_p1w": -0.03068270888600888, "alpha_c_p1w": -0.029257914435192767, "bench_spy_p1w": 0.00458034023444065, "bench_c_p1w": 0.003155545783624536, "ret_p1m": -0.09074731539316061, "ret_signed_p1m": -0.09074731539316061, "alpha_spy_p1m": -0.1189256268459089, "alpha_c_p1m": -0.14101980188135, "bench_spy_p1m": 0.028178311452748295, "bench_c_p1m": 0.05027248648818938, "ret_p3m": 0.27365215551927835, "ret_signed_p3m": 0.27365215551927835, "alpha_spy_p3m": 0.20563503193059596, "alpha_c_p3m": 0.12240428957690064, "bench_spy_p3m": 0.0680171235886824, "bench_c_p3m": 0.1512478659423777, "ret_p6m": 1.2450567437536018, "ret_signed_p6m": 1.2450567437536018, "alpha_spy_p6m": 1.125196317381837, "alpha_c_p6m": 0.938795915671736, "bench_spy_p6m": 0.11986042637176486, "bench_c_p6m": 0.3062608280818657, "ret_p1y": 7.4842760758888325, "ret_signed_p1y": 7.4842760758888325, "alpha_spy_p1y": 7.2748483137812645, "alpha_c_p1y": 6.239900256939245, "bench_spy_p1y": 0.20942776210756775, "bench_c_p1y": 1.2443758189495866, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.09074731539316061, "alpha_spy_stated": -0.1189256268459089, "alpha_c_stated": -0.14101980188135, "price_path": [-0.2811, -0.3968, -0.4749, -0.4453, -0.4682, -0.3682, -0.4316, -0.4357, -0.4238, -0.4236, -0.4375, -0.4418, -0.4418, -0.4585, -0.4303, -0.4083, -0.3718, -0.3527, -0.3626, -0.3762, -0.3757, -0.369, -0.3451, -0.3475, -0.3468, -0.3297, -0.3091, -0.3034, -0.2512, -0.2135, -0.2266, -0.2256, -0.2049, -0.1996, -0.2041, -0.2224, -0.2306, -0.2424, -0.2424, -0.218, -0.2196, -0.2146, -0.2336, -0.2034, -0.1704, -0.1623, -0.1376, -0.1192, -0.0998, -0.0739, -0.0586, -0.0574, -0.0621, -0.0277, -0.0236, -0.0116, -0.0116, 0.0028, -0.0095, 0.0378, 0.0325, 0.0223, 0.0123, 0.0, -0.0191, -0.0123, -0.0078, -0.0078, -0.0261, 0.0104, -0.0073, -0.0002, 0.0113, -0.0367, -0.0246, -0.0544, -0.0802, -0.071, -0.0804, -0.113, -0.108, -0.0926, -0.0964, -0.0965, -0.0907, -0.0682, -0.1136, -0.1482, -0.1248, -0.1143, -0.1166, -0.0915, -0.0345, 0.0048, 0.0375, 0.0092, 0.0175, -0.0184, 0.0034, -0.0088, -0.0481, -0.0596, -0.0443, -0.0545, -0.0539, -0.0437, -0.0092, -0.0335, -0.0335, -0.0378, -0.0358, 0.0087, 0.0669, 0.0676, 0.0983, 0.137, 0.2228, 0.2769, 0.2813, 0.2898, 0.2993, 0.3716, 0.3216, 0.3369, 0.3515, 0.3133, 0.2737, 0.2772, 0.3311, 0.3588, 0.4793, 0.4923, 0.5264, 0.5518, 0.509, 0.5971, 0.5629, 0.4757, 0.5665, 0.5201, 0.5598, 0.6458, 0.6446, 0.6803, 0.6439, 0.6128, 0.6798, 0.7798, 0.7886, 0.8033, 0.8417, 0.8204, 0.8184, 0.9072, 0.7718, 0.93, 0.9367, 0.9334, 1.0584, 0.9593, 0.9901, 0.9255, 1.0058, 0.9662, 0.8569, 0.8359, 0.6364, 0.6852, 0.8197, 0.8246, 0.8712, 0.8712, 0.9217, 0.9541, 0.9462, 0.9029, 0.8418, 0.9277, 1.0065, 1.0512, 1.143, 1.1003, 0.9596, 0.93, 0.8894, 0.8326, 1.0198, 1.1609, 1.2477, 1.2451]}
{"unit_id": "quote:1946880262811340908", "ticker_idx": 0, "ts": "2025-07-20T10:30:00+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Bullish 🔥", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish PLTR on Warp Speed manufacturing OS momentum and growing partnership cohort.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "$PLTR What is Warp Speed, and how does it differ from Foundry?\n\nShort Version: Warp Speed is for making things in factories better and faster, and Foundry is for helping businesses make smarter choices with all their information\n\nPalantir's Warp Speed is an advanced manufacturing operating system designed to enhance production efficiency.\n\nPalantir Warp Speed is like a super-smart helper for factories. Imagine you have a big LEGO set, but it's really hard to put together because you have to follow a lot of instructions and keep track of all the pieces. Warp Speed is like a magic tool that helps you put the LEGO set together faster and easier by giving you the right pieces at the right time and telling you exactly where to put them.\n\nPalantir Foundry, on the other hand, is like a big brain for businesses. It helps companies understand all the information they have, like a giant puzzle. Foundry puts all the pieces together so the company can make better decisions, like knowing which toy to make more of because it's really popular.\n\nCompanies like Anduril Industries, L3Harris, Panasonic Energy of North America (PENA), and Shield AI are part of the inaugural cohort using Warp Speed to achieve significant efficiency gains, such as up to 200x improvement in managing supply shortages.\n\nPalantir is aiming to Make American Manufacturing Great Again.\n\nHere's the List of Warp Speed Partnerships: \n\nAnduril Industries @anduriltech\nL3Harris Technologies: $LHX\nPanasonic Energy @panasonic\nShield AI: @shieldaitech\nEpirus\nRed Cat Holdings: $RCAT\nSaildrone\nSaronic @Saronic\nSierra Nevada Corporation\nUrsa Major\nCyberlux Corporation: $CYBL\nDivergent Technologies\nThe Nuclear Company @TheNuclearCo\n\nBullish 🔥", "reply_text": null, "parent_text": null, "quoted_text": "$PLTR valuation makes ZERO sense \n\nBut then why do institutions keep buying it?\nWhat do they know that you don't?\n\nI work in BIG DATA analytics and let me share the secrets of Palantir in the most basic way\n\nPalantir has monopoly on Automated Governance, serving as the ultimate https://t.co/XGLRmO7rq8", "parent_author": null, "ret_m1d": 0.011397398134585623, "ret_signed_m1d": 0.011397398134585623, "alpha_spy_m1d": 0.013289952885243483, "alpha_c_m1d": 0.013289952885243483, "bench_spy_m1d": -0.00189255475065786, "bench_c_m1d": -0.00189255475065786, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.017919402346811664, "ret_signed_p1d": -0.017919402346811664, "alpha_spy_p1d": -0.018062499625578488, "alpha_c_p1d": -0.018062499625578488, "bench_spy_p1d": 0.00014309727876682388, "bench_c_p1d": 0.00014309727876682388, "ret_p1w": 0.04012129828084032, "ret_signed_p1w": 0.04012129828084032, "alpha_spy_p1w": 0.02712771204220532, "alpha_c_p1w": 0.02712771204220532, "bench_spy_p1w": 0.012993586238635002, "bench_c_p1w": 0.012993586238635002, "ret_p1m": 0.039264819668528794, "ret_signed_p1m": 0.039264819668528794, "alpha_spy_p1m": 0.021706842451617803, "alpha_c_p1m": 0.021706842451617803, "bench_spy_p1m": 0.01755797721691099, "bench_c_p1m": 0.01755797721691099, "ret_p3m": 0.17346335724135065, "ret_signed_p3m": 0.17346335724135065, "alpha_spy_p3m": 0.1198642005927204, "alpha_c_p3m": 0.1198642005927204, "bench_spy_p3m": 0.05359915664863024, "bench_c_p3m": 0.05359915664863024, "ret_p6m": 0.17899739527965686, "ret_signed_p6m": 0.17899739527965686, "alpha_spy_p6m": 0.06929262223949828, "alpha_c_p6m": 0.06929262223949828, "bench_spy_p6m": 0.10970477304015858, "bench_c_p6m": 0.10970477304015858, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.039264819668528794, "alpha_spy_stated": 0.021706842451617803, "alpha_c_stated": 0.021706842451617803, "price_path": [-0.3358, -0.2899, -0.257, -0.2447, -0.2353, -0.2197, -0.2345, -0.1812, -0.1846, -0.2828, -0.2722, -0.215, -0.2272, -0.2196, -0.1561, -0.1424, -0.1559, -0.1467, -0.1677, -0.1726, -0.2056, -0.1943, -0.1876, -0.1876, -0.1871, -0.1847, -0.1941, -0.1318, -0.1301, -0.1227, -0.1435, -0.21, -0.1586, -0.13, -0.125, -0.1015, -0.1094, -0.0948, -0.0684, -0.0895, -0.0779, -0.0779, -0.0955, -0.0782, -0.0564, -0.0586, -0.0497, -0.1387, -0.1019, -0.1391, -0.1296, -0.1148, -0.1148, -0.0835, -0.0796, -0.0571, -0.0612, -0.0638, -0.0174, -0.0211, -0.0058, 0.0145, 0.0114, 0.0, -0.0179, 0.0187, 0.0202, 0.0462, 0.0401, 0.0293, 0.0449, 0.0432, 0.0163, 0.0584, 0.1415, 0.1828, 0.2003, 0.2317, 0.2035, 0.2318, 0.2146, 0.1926, 0.1672, 0.1465, 0.0393, 0.0278, 0.0289, 0.0458, 0.0354, 0.0598, 0.0325, 0.0417, 0.0324, 0.0324, 0.0349, 0.0205, 0.0287, 0.0087, 0.0284, 0.0696, 0.0985, 0.0828, 0.1294, 0.1279, 0.1217, 0.109, 0.1659, 0.2016, 0.1814, 0.2026, 0.183, 0.1801, 0.1698, 0.1783, 0.2018, 0.2185, 0.2323, 0.1402, 0.1828, 0.2001, 0.2093, 0.2219, 0.1558, 0.1675, 0.1841, 0.1833, 0.1735, 0.1737, 0.1963, 0.1958, 0.1561, 0.189, 0.2164, 0.2463, 0.2491, 0.3098, 0.2817, 0.3207, 0.3649, 0.2566, 0.2379, 0.1532, 0.1722, 0.2755, 0.2581, 0.2133, 0.1341, 0.1464, 0.1282, 0.1024, 0.0898, 0.0261, 0.0202, 0.0689, 0.0775, 0.0921, 0.0921, 0.1098, 0.1034, 0.1245, 0.16, 0.1721, 0.1974, 0.1957, 0.198, 0.238, 0.2355, 0.2094, 0.2073, 0.2369, 0.168, 0.2233, 0.274, 0.2779, 0.2789, 0.2792, 0.2792, 0.2432, 0.2134, 0.1914, 0.171, 0.171, 0.1059, 0.1466, 0.1839, 0.1969, 0.1652, 0.1693, 0.182, 0.179]}
{"unit_id": "quote:1945514656438878707", "ticker_idx": 0, "ts": "2025-07-16T16:03:34+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$PLTR wants $166.8", "tweet_type": "prediction", "timeline": "unspecified", "summary": "PLTR targeting $166.8 from current levels.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "🔥 $PLTR wants $166.8 https://t.co/xLctGre9rH", "reply_text": null, "parent_text": null, "quoted_text": "🥳 My $PLTR gains on my long-term account is almost 600%!\n\nHere's the journey since the Tariff \"Recession\" and how our group held shares for 78% gains since April on an already highly valued stock that many on X predicted would enter a \"correction.\"\n\nThe first daily BLUE-GREEN https://t.co/Q8bPJKkeII", "parent_author": null, "ret_m1d": -0.015439677784857886, "ret_signed_m1d": -0.015439677784857886, "alpha_spy_m1d": -0.012107445770715097, "alpha_c_m1d": -0.012107445770715097, "bench_spy_m1d": -0.0033322320141427886, "bench_c_m1d": -0.0033322320141427886, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.02040952724347478, "ret_signed_p1d": 0.02040952724347478, "alpha_spy_p1d": 0.014289988832644651, "alpha_c_p1d": 0.014289988832644651, "bench_spy_p1d": 0.006119538410830128, "bench_c_p1d": 0.006119538410830128, "ret_p1w": 0.024650461403687318, "ret_signed_p1w": 0.024650461403687318, "alpha_spy_p1w": 0.008646533826595526, "alpha_c_p1w": 0.008646533826595526, "bench_spy_p1w": 0.016003927577091792, "bench_c_p1w": 0.016003927577091792, "ret_p1m": 0.19952289364307796, "ret_signed_p1m": 0.19952289364307796, "alpha_spy_p1m": 0.16631347354793746, "alpha_c_p1m": 0.16631347354793746, "bench_spy_p1m": 0.033209420095140496, "bench_c_p1m": 0.033209420095140496, "ret_p3m": 0.17427607457119976, "ret_signed_p3m": 0.17427607457119976, "alpha_spy_p3m": 0.10914164541538574, "alpha_c_p3m": 0.10914164541538574, "bench_spy_p3m": 0.06513442915581402, "bench_c_p3m": 0.06513442915581402, "ret_p6m": 0.17195677104577345, "ret_signed_p6m": 0.17195677104577345, "alpha_spy_p6m": 0.06102684045260931, "alpha_c_p6m": 0.06102684045260931, "bench_spy_p6m": 0.11092993059316414, "bench_c_p6m": 0.11092993059316414, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.19952289364307796, "alpha_spy_stated": 0.16631347354793746, "alpha_c_stated": 0.16631347354793746, "price_path": [-0.3786, -0.3983, -0.3772, -0.3319, -0.2858, -0.2527, -0.2403, -0.2308, -0.2152, -0.23, -0.1765, -0.1798, -0.2786, -0.2679, -0.2105, -0.2227, -0.215, -0.1511, -0.1374, -0.151, -0.1417, -0.1629, -0.1678, -0.201, -0.1896, -0.1829, -0.1829, -0.1824, -0.1799, -0.1895, -0.1268, -0.125, -0.1176, -0.1385, -0.2054, -0.1537, -0.1249, -0.1199, -0.0962, -0.1042, -0.0895, -0.063, -0.0842, -0.0726, -0.0726, -0.0902, -0.0728, -0.0509, -0.0531, -0.0441, -0.1337, -0.0967, -0.1341, -0.1245, -0.1097, -0.1097, -0.0781, -0.0742, -0.0516, -0.0557, -0.0584, -0.0117, -0.0154, 0.0, 0.0204, 0.0173, 0.0058, -0.0122, 0.0247, 0.0262, 0.0523, 0.0462, 0.0353, 0.051, 0.0493, 0.0223, 0.0646, 0.1482, 0.1897, 0.2073, 0.2389, 0.2105, 0.239, 0.2217, 0.1995, 0.174, 0.1532, 0.0453, 0.0338, 0.0349, 0.0519, 0.0415, 0.066, 0.0385, 0.0478, 0.0384, 0.0384, 0.041, 0.0264, 0.0347, 0.0146, 0.0344, 0.0759, 0.1049, 0.0891, 0.136, 0.1345, 0.1282, 0.1154, 0.1727, 0.2086, 0.1883, 0.2097, 0.1898, 0.1869, 0.1767, 0.1852, 0.2088, 0.2256, 0.2395, 0.1468, 0.1896, 0.2071, 0.2164, 0.229, 0.1625, 0.1743, 0.191, 0.1902, 0.1803, 0.1805, 0.2033, 0.2028, 0.1629, 0.1959, 0.2234, 0.2536, 0.2564, 0.3174, 0.2892, 0.3284, 0.3729, 0.2639, 0.2451, 0.16, 0.179, 0.283, 0.2654, 0.2204, 0.1407, 0.1531, 0.1348, 0.1088, 0.0961, 0.032, 0.0261, 0.0751, 0.0838, 0.0985, 0.0985, 0.1162, 0.1099, 0.1311, 0.1668, 0.179, 0.2044, 0.2026, 0.205, 0.2452, 0.2427, 0.2164, 0.2143, 0.2441, 0.1748, 0.2305, 0.2814, 0.2854, 0.2864, 0.2867, 0.2867, 0.2505, 0.2205, 0.1983, 0.1779, 0.1779, 0.1123, 0.1533, 0.1908, 0.2039, 0.172]}
{"unit_id": "orig:1952120497409597552", "ticker_idx": 0, "ts": "2025-08-03T21:32:49+00:00", "symbol": "RACE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Fib=1.618 ($412) would be an excellent entry point", "tweet_type": "prediction", "timeline": "unspecified", "summary": "RACE expected to pull back to Fibonacci 1.618 level at $412, seen as an excellent long entry.", "resolved_tickers": ["RACE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "original", "lang": "en", "tweet_text": "$RACE to the bottom of the Fibonacci Levels. Fib=1.618 ($412) would be an excellent entry point.\n\n(D) PINK Candle safely avoids the fall. Our system serves as a compass and map for navigating the stock market.\n\n230+ Daily Smart Candle Alerts:\nhttps://t.co/XLFioz4ScQ https://t.co/owGLBJ2LK0", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.004745405274372172, "ret_signed_m1d": -0.004745405274372172, "alpha_spy_m1d": 0.010226785122705917, "alpha_c_m1d": 0.0068724609710909546, "bench_spy_m1d": -0.014972190397078089, "bench_c_m1d": -0.011617866245463127, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.007916614961140267, "ret_signed_p1d": 0.007916614961140267, "alpha_spy_p1d": 0.012986639077853135, "alpha_c_p1d": 0.006635814469976742, "bench_spy_p1d": -0.005070024116712868, "bench_c_p1d": 0.0012808004911635251, "ret_p1w": 0.006912741307520509, "ret_signed_p1w": 0.006912741307520509, "alpha_spy_p1w": -0.000612951996645128, "alpha_c_p1w": -0.019295911291066226, "bench_spy_p1w": 0.007525693304165637, "bench_c_p1w": 0.026208652598586735, "ret_p1m": 0.12265006305374504, "ret_signed_p1m": 0.12265006305374504, "alpha_spy_p1m": 0.10823234390853997, "alpha_c_p1m": 0.0705987812369131, "bench_spy_p1m": 0.014417719145205066, "bench_c_p1m": 0.05205128181683194, "ret_p3m": -0.0965504748997077, "ret_signed_p3m": -0.0965504748997077, "alpha_spy_p3m": -0.17663172825699158, "alpha_c_p3m": -0.1675941078547818, "bench_spy_p3m": 0.08008125335728389, "bench_c_p3m": 0.0710436329550741, "ret_p6m": -0.23024272557824155, "ret_signed_p6m": -0.23024272557824155, "alpha_spy_p6m": -0.3384687480453268, "alpha_c_p6m": -0.3568032571871105, "bench_spy_p6m": 0.10822602246708524, "bench_c_p6m": 0.12656053160886893, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.12265006305374504, "alpha_spy_stated": 0.10823234390853997, "alpha_c_stated": 0.0705987812369131, "price_path": [0.0877, 0.0967, 0.114, 0.1105, 0.1199, 0.1308, 0.1288, 0.1378, 0.1353, 0.1385, 0.1319, 0.1209, 0.0865, 0.0865, 0.103, 0.0846, 0.0929, 0.0923, 0.0953, 0.0854, 0.0973, 0.0959, 0.101, 0.0931, 0.1097, 0.1005, 0.0783, 0.0573, 0.0604, 0.0509, 0.0506, 0.0506, 0.0473, 0.0519, 0.0778, 0.084, 0.0895, 0.1204, 0.1196, 0.1165, 0.1215, 0.1184, 0.1184, 0.1095, 0.1157, 0.1202, 0.136, 0.1194, 0.114, 0.1113, 0.1528, 0.1548, 0.153, 0.1575, 0.1426, 0.1808, 0.1777, 0.181, 0.1574, 0.1531, 0.138, 0.0116, -0.0047, 0.0, 0.0079, 0.0105, 0.0236, 0.0126, 0.0069, 0.0179, 0.0294, 0.0596, 0.0507, 0.0567, 0.0757, 0.0687, 0.0655, 0.0746, 0.0667, 0.0676, 0.0708, 0.0928, 0.0887, 0.0887, 0.1227, 0.1289, 0.1297, 0.1151, 0.0927, 0.0942, 0.0805, 0.0936, 0.0905, 0.0927, 0.0958, 0.0723, 0.1037, 0.0942, 0.0899, 0.1099, 0.0965, 0.0795, 0.0845, 0.0997, 0.107, 0.1185, 0.1501, 0.1433, 0.1214, 0.1199, 0.0933, -0.0706, -0.0972, -0.136, -0.1281, -0.1112, -0.1046, -0.0895, -0.0913, -0.0864, -0.101, -0.0809, -0.0685, -0.0704, -0.0822, -0.107, -0.0966, -0.0784, -0.1056, -0.0888, -0.0722, -0.0746, -0.0572, -0.0614, -0.0362, -0.0429, -0.0468, -0.0483, -0.0752, -0.0924, -0.1106, -0.1259, -0.1121, -0.1294, -0.1213, -0.1267, -0.1267, -0.1059, -0.1172, -0.1181, -0.1015, -0.1029, -0.1029, -0.1263, -0.1437, -0.1695, -0.1605, -0.1624, -0.1591, -0.1549, -0.1661, -0.1498, -0.137, -0.1439, -0.1424, -0.1414, -0.1414, -0.1373, -0.1427, -0.1502, -0.1569, -0.1569, -0.1516, -0.1347, -0.1514, -0.1631, -0.1539, -0.1417, -0.1394, -0.1785, -0.1938, -0.1911, -0.2124, -0.2124, -0.2317, -0.2205, -0.2299, -0.2277, -0.2233, -0.2302]}
{"unit_id": "orig:1934685541494345921", "ticker_idx": 0, "ts": "2025-06-16T18:52:32+00:00", "symbol": "ACHR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "A bullish BLUE candle may be imminent. The gap is enticing!", "tweet_type": "prediction", "timeline": "days", "summary": "ACHR holding Fib 0 support; bullish candle potentially imminent with gap fill upside.", "resolved_tickers": ["ACHR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "original", "lang": "en", "tweet_text": "$ACHR holding at Fib 0 support. Current price remains within yesterday's range.\n\nA bullish BLUE candle may be imminent. The gap is enticing! \n\nZero revenue. Technology & Growth. Speculative play. https://t.co/IXb3TRT5W0", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.03757228699643034, "ret_signed_m1d": -0.03757228699643034, "alpha_spy_m1d": -0.02814761209641692, "alpha_c_m1d": -0.030749167223781293, "bench_spy_m1d": -0.009424674900013419, "bench_c_m1d": -0.0068231197726490445, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04431599547932652, "ret_signed_p1d": -0.04431599547932652, "alpha_spy_p1d": -0.03577082408089538, "alpha_c_p1d": -0.03679659714344419, "bench_spy_p1d": -0.00854517139843114, "bench_c_p1d": -0.007519398335882332, "ret_p1w": -0.03660887381997735, "ret_signed_p1w": -0.03660887381997735, "alpha_spy_p1w": -0.035354728938925994, "alpha_c_p1w": -0.041258646026471335, "bench_spy_p1w": -0.0012541448810513556, "bench_c_p1w": 0.004649772206493985, "ret_p1m": 0.08477843012897845, "ret_signed_p1m": 0.08477843012897845, "alpha_spy_p1m": 0.04943767079005612, "alpha_c_p1m": 0.038087831022883156, "bench_spy_p1m": 0.035340759338922334, "bench_c_p1m": 0.0466905991060953, "ret_p3m": -0.18208095592343376, "ret_signed_p3m": -0.18208095592343376, "alpha_spy_p3m": -0.2764828812186282, "alpha_c_p3m": -0.24916341814403453, "bench_spy_p3m": 0.09440192529519442, "bench_c_p3m": 0.06708246222060077, "ret_p6m": -0.16859344708150392, "ret_signed_p6m": -0.16859344708150392, "alpha_spy_p6m": -0.30843306606464826, "alpha_c_p6m": -0.24331014880854684, "bench_spy_p6m": 0.13983961898314434, "bench_c_p6m": 0.07471670172704292, "ret_p1y": -0.370905574391695, "ret_signed_p1y": -0.370905574391695, "alpha_spy_p1y": -0.6367286269959455, "alpha_c_p1y": -0.5990310837025724, "bench_spy_p1y": 0.26582305260425043, "bench_c_p1y": 0.22812550931087738, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": -0.03660887381997735, "alpha_spy_stated": -0.035354728938925994, "alpha_c_stated": -0.041258646026471335, "price_path": [-0.1946, -0.2023, -0.1599, -0.1397, -0.1532, -0.2168, -0.2428, -0.3006, -0.315, -0.3295, -0.3064, -0.3314, -0.4027, -0.3584, -0.3834, -0.2842, -0.3237, -0.3227, -0.3015, -0.3141, -0.3208, -0.3035, -0.3035, -0.3121, -0.2929, -0.2245, -0.1753, -0.1724, -0.1782, -0.1339, -0.1975, -0.183, -0.105, -0.1628, -0.1782, -0.1753, -0.1561, -0.1513, -0.1252, 0.0751, 0.1407, 0.1744, 0.2813, 0.0973, 0.0877, 0.0424, 0.0212, 0.0202, 0.0202, 0.052, 0.0549, 0.0212, -0.0279, -0.0626, -0.0636, -0.0713, -0.0983, -0.0183, 0.0848, 0.0963, 0.1724, 0.1301, -0.0376, 0.0, -0.0443, -0.0173, -0.0173, -0.0328, -0.0366, 0.0337, -0.0434, 0.0202, 0.0087, 0.0453, -0.0482, -0.0385, -0.0202, -0.0202, -0.0347, -0.001, 0.0067, 0.0385, 0.0125, 0.0405, 0.0848, 0.1647, 0.2909, 0.2803, 0.1416, 0.0588, 0.0944, 0.0588, 0.08, 0.0395, -0.0183, -0.0222, -0.0337, -0.0713, 0.0048, -0.0048, -0.0511, -0.0559, -0.0636, -0.0809, -0.0125, -0.0173, -0.0376, -0.0539, -0.0511, -0.105, -0.1108, -0.0963, -0.0684, -0.0973, -0.1069, -0.1185, -0.1137, -0.1378, -0.1378, -0.1715, -0.1917, -0.1859, -0.1811, -0.1802, -0.1879, -0.2052, -0.1821, -0.157, -0.1214, -0.1224, -0.1329, -0.1089, -0.0501, -0.08, -0.0366, -0.0645, -0.1012, -0.106, -0.0703, -0.0771, -0.0549, -0.0193, 0.1146, 0.3141, 0.2023, 0.2004, 0.2197, 0.1532, 0.2303, 0.2543, 0.2553, 0.1435, 0.0829, 0.1541, 0.0992, 0.0462, 0.0511, 0.0877, 0.0925, 0.0732, 0.0771, 0.0559, 0.0809, 0.0039, -0.079, -0.078, -0.1445, -0.2119, -0.1859, -0.1387, -0.1667, -0.2331, -0.2408, -0.2852, -0.2669, -0.2803, -0.3382, -0.3083, -0.2832, -0.289, -0.2784, -0.2784, -0.2495, -0.2813, -0.263, -0.1956, -0.1378, -0.1715, -0.1705, -0.1686]}
{"unit_id": "quote:1946391108726263895", "ticker_idx": 0, "ts": "2025-07-19T02:06:17+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The fact that the customers are announcing these deals and Palantir is completely quiet and getting paid 💰. That speaks volumes.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish PLTR: customers announcing partnerships unprompted signals strong demand and durable revenue.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "$PLTR The fact that the customers are announcing these deals and Palantir is completely quiet and getting paid 💰. That speaks volumes.", "reply_text": null, "parent_text": null, "quoted_text": "🔥 $PLTR x Velocity Clinical Research Partnersship.\n\n Velocity Clinical Research, the leading fully integrated site organization, has announced a strategic partnership with Palantir Technologies to automate and streamline the notoriously complex payments reconciliation process in https://t.co/2rMbpw842I", "parent_author": null, "ret_m1d": 0.011397398134585623, "ret_signed_m1d": 0.011397398134585623, "alpha_spy_m1d": 0.013289952885243483, "alpha_c_m1d": 0.013289952885243483, "bench_spy_m1d": -0.00189255475065786, "bench_c_m1d": -0.00189255475065786, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.017919402346811664, "ret_signed_p1d": -0.017919402346811664, "alpha_spy_p1d": -0.018062499625578488, "alpha_c_p1d": -0.018062499625578488, "bench_spy_p1d": 0.00014309727876682388, "bench_c_p1d": 0.00014309727876682388, "ret_p1w": 0.04012129828084032, "ret_signed_p1w": 0.04012129828084032, "alpha_spy_p1w": 0.02712771204220532, "alpha_c_p1w": 0.02712771204220532, "bench_spy_p1w": 0.012993586238635002, "bench_c_p1w": 0.012993586238635002, "ret_p1m": 0.039264819668528794, "ret_signed_p1m": 0.039264819668528794, "alpha_spy_p1m": 0.021706842451617803, "alpha_c_p1m": 0.021706842451617803, "bench_spy_p1m": 0.01755797721691099, "bench_c_p1m": 0.01755797721691099, "ret_p3m": 0.17346335724135065, "ret_signed_p3m": 0.17346335724135065, "alpha_spy_p3m": 0.1198642005927204, "alpha_c_p3m": 0.1198642005927204, "bench_spy_p3m": 0.05359915664863024, "bench_c_p3m": 0.05359915664863024, "ret_p6m": 0.17899739527965686, "ret_signed_p6m": 0.17899739527965686, "alpha_spy_p6m": 0.06929262223949828, "alpha_c_p6m": 0.06929262223949828, "bench_spy_p6m": 0.10970477304015858, "bench_c_p6m": 0.10970477304015858, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.039264819668528794, "alpha_spy_stated": 0.021706842451617803, "alpha_c_stated": 0.021706842451617803, "price_path": [-0.3358, -0.2899, -0.257, -0.2447, -0.2353, -0.2197, -0.2345, -0.1812, -0.1846, -0.2828, -0.2722, -0.215, -0.2272, -0.2196, -0.1561, -0.1424, -0.1559, -0.1467, -0.1677, -0.1726, -0.2056, -0.1943, -0.1876, -0.1876, -0.1871, -0.1847, -0.1941, -0.1318, -0.1301, -0.1227, -0.1435, -0.21, -0.1586, -0.13, -0.125, -0.1015, -0.1094, -0.0948, -0.0684, -0.0895, -0.0779, -0.0779, -0.0955, -0.0782, -0.0564, -0.0586, -0.0497, -0.1387, -0.1019, -0.1391, -0.1296, -0.1148, -0.1148, -0.0835, -0.0796, -0.0571, -0.0612, -0.0638, -0.0174, -0.0211, -0.0058, 0.0145, 0.0114, 0.0, -0.0179, 0.0187, 0.0202, 0.0462, 0.0401, 0.0293, 0.0449, 0.0432, 0.0163, 0.0584, 0.1415, 0.1828, 0.2003, 0.2317, 0.2035, 0.2318, 0.2146, 0.1926, 0.1672, 0.1465, 0.0393, 0.0278, 0.0289, 0.0458, 0.0354, 0.0598, 0.0325, 0.0417, 0.0324, 0.0324, 0.0349, 0.0205, 0.0287, 0.0087, 0.0284, 0.0696, 0.0985, 0.0828, 0.1294, 0.1279, 0.1217, 0.109, 0.1659, 0.2016, 0.1814, 0.2026, 0.183, 0.1801, 0.1698, 0.1783, 0.2018, 0.2185, 0.2323, 0.1402, 0.1828, 0.2001, 0.2093, 0.2219, 0.1558, 0.1675, 0.1841, 0.1833, 0.1735, 0.1737, 0.1963, 0.1958, 0.1561, 0.189, 0.2164, 0.2463, 0.2491, 0.3098, 0.2817, 0.3207, 0.3649, 0.2566, 0.2379, 0.1532, 0.1722, 0.2755, 0.2581, 0.2133, 0.1341, 0.1464, 0.1282, 0.1024, 0.0898, 0.0261, 0.0202, 0.0689, 0.0775, 0.0921, 0.0921, 0.1098, 0.1034, 0.1245, 0.16, 0.1721, 0.1974, 0.1957, 0.198, 0.238, 0.2355, 0.2094, 0.2073, 0.2369, 0.168, 0.2233, 0.274, 0.2779, 0.2789, 0.2792, 0.2792, 0.2432, 0.2134, 0.1914, 0.171, 0.171, 0.1059, 0.1466, 0.1839, 0.1969, 0.1652, 0.1693, 0.182, 0.179]}
{"unit_id": "thread:1928647493874753665", "ticker_idx": 0, "ts": "2025-05-31T02:59:29+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Social Security Administration, Internal Revenue Service and Department of Education are reportedly talking with Palantir to buy its technology", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Multiple federal agencies in talks to buy Palantir technology, with IRS pursuing permanent contract; author shares as bullish catalyst.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "self_thread", "lang": "en", "tweet_text": "🚨 BREAKING $PLTR Social Security Administration, Internal Revenue Service and Department of Education are reportedly talking with Palantir to buy its technology -New York Times\n\n\"At the I.R.S., Palantir engineers joined in April to use Foundry to organize data gathered on American taxpayers, two government officials said. Their work began as a way to create a single, searchable database for the I.R.S., but has since expanded, they said. Palantir is in talks for a permanent contract with the I.R.S., they said.\"\n\n\"Representatives of Palantir are also speaking to at least two other agencies — the Social Security Administration and the Internal Revenue Service — about buying its technology, according to six government officials and Palantir employees with knowledge of the discussions.\"\n\n\"Palantir representatives have also held talks with the Social Security Administration and the Department of Education to use the company’s technology to organize the agencies’ data, according to two Palantir employees and officials in those agencies.\"\n\n---\n\nhttps://t.co/HVM54Y774v", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.0019690587704933593, "ret_signed_m1d": -0.0019690587704933593, "alpha_spy_m1d": 0.0036324142933874537, "alpha_c_m1d": 0.0036324142933874537, "bench_spy_m1d": -0.005601473063880813, "bench_c_m1d": -0.005601473063880813, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.008558050138367967, "ret_signed_p1d": 0.008558050138367967, "alpha_spy_p1d": 0.0028555978896700474, "alpha_c_p1d": 0.0028555978896700474, "bench_spy_p1d": 0.00570245224869792, "bench_c_p1d": 0.00570245224869792, "ret_p1w": 0.00015150161676835694, "ret_signed_p1w": 0.00015150161676835694, "alpha_spy_p1w": -0.011607822067048357, "alpha_c_p1w": -0.011607822067048357, "bench_spy_p1w": 0.011759323683816714, "bench_c_p1w": 0.011759323683816714, "ret_p1m": -0.010299914264645715, "ret_signed_p1m": -0.010299914264645715, "alpha_spy_p1m": -0.05545828607083958, "alpha_c_p1m": -0.05545828607083958, "bench_spy_p1m": 0.045158371806193864, "bench_c_p1m": 0.045158371806193864, "ret_p3m": 0.19751592818199337, "ret_signed_p3m": 0.19751592818199337, "alpha_spy_p3m": 0.09944394140556745, "alpha_c_p3m": 0.09944394140556745, "bench_spy_p3m": 0.09807198677642592, "bench_c_p3m": 0.09807198677642592, "ret_p6m": 0.23863989221312898, "ret_signed_p6m": 0.23863989221312898, "alpha_spy_p6m": 0.09323581831390904, "alpha_c_p6m": 0.09323581831390904, "bench_spy_p6m": 0.14540407389921994, "bench_c_p6m": 0.14540407389921994, "ret_p1y": 0.038700400410337066, "ret_signed_p1y": 0.038700400410337066, "alpha_spy_p1y": -0.2262474689549696, "alpha_c_p1y": -0.2262474689549696, "bench_spy_p1y": 0.2649478693653067, "bench_c_p1y": 0.2649478693653067, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.010299914264645715, "alpha_spy_stated": -0.05545828607083958, "alpha_c_stated": -0.05545828607083958, "price_path": [-0.3174, -0.3906, -0.3569, -0.4215, -0.4089, -0.3665, -0.397, -0.3469, -0.3385, -0.3647, -0.3479, -0.3382, -0.3111, -0.2673, -0.2692, -0.3011, -0.3177, -0.3498, -0.3608, -0.3587, -0.3377, -0.3669, -0.4395, -0.4105, -0.4144, -0.3032, -0.3291, -0.3294, -0.2985, -0.2548, -0.2979, -0.2898, -0.2898, -0.3123, -0.2882, -0.2364, -0.1837, -0.1459, -0.1317, -0.1209, -0.103, -0.12, -0.0588, -0.0626, -0.1756, -0.1633, -0.0976, -0.1116, -0.1028, -0.0298, -0.0141, -0.0297, -0.0191, -0.0432, -0.0488, -0.0868, -0.0738, -0.0661, -0.0661, -0.0655, -0.0627, -0.0736, -0.002, 0.0, 0.0086, -0.0154, -0.0919, -0.0327, 0.0002, 0.0058, 0.0329, 0.0239, 0.0406, 0.071, 0.0467, 0.06, 0.06, 0.0398, 0.0597, 0.0847, 0.0822, 0.0925, -0.0098, 0.0324, -0.0103, 0.0006, 0.0176, 0.0176, 0.0536, 0.0581, 0.084, 0.0792, 0.0762, 0.1296, 0.1253, 0.1429, 0.1662, 0.1627, 0.1496, 0.129, 0.1711, 0.1728, 0.2027, 0.1957, 0.1833, 0.2012, 0.1993, 0.1684, 0.2168, 0.3123, 0.3597, 0.3799, 0.4159, 0.3835, 0.416, 0.3963, 0.3709, 0.3418, 0.318, 0.1947, 0.1815, 0.1828, 0.2022, 0.1903, 0.2183, 0.1869, 0.1975, 0.1868, 0.1868, 0.1897, 0.1731, 0.1825, 0.1596, 0.1822, 0.2296, 0.2628, 0.2448, 0.2983, 0.2967, 0.2895, 0.2748, 0.3403, 0.3813, 0.3581, 0.3825, 0.3599, 0.3566, 0.3448, 0.3546, 0.3816, 0.4007, 0.4166, 0.3107, 0.3597, 0.3797, 0.3902, 0.4047, 0.3287, 0.3421, 0.3613, 0.3603, 0.349, 0.3492, 0.3753, 0.3747, 0.3291, 0.3669, 0.3983, 0.4327, 0.4359, 0.5057, 0.4734, 0.5183, 0.5691, 0.4446, 0.4231, 0.3257, 0.3475, 0.4663, 0.4462, 0.3948, 0.3037, 0.3179, 0.297, 0.2673, 0.2528, 0.1795, 0.1728, 0.2288, 0.2386]}
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{"unit_id": "orig:1950034672622158126", "ticker_idx": 0, "ts": "2025-07-29T03:24:30+00:00", "symbol": "VRT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "It's poised for an all-time high challenge, looking very bullish!", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish VRT: weekly blue candles historically yield 70%+ returns, Bollinger Band climb not yet started, all-time high challenge ahead.", "resolved_tickers": ["VRT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "original", "lang": "en", "tweet_text": "🟦 $VRT Each (W) BLUE Candle has yielded over 70% returns, and the real Bollinger Band climb hasn’t even started. It’s poised for an all-time high challenge, looking very bullish! 🔥\n\n230+ Daily BLUE Candle Alerts. Free Trial:\nhttps://t.co/XLFioz4kni https://t.co/e7ZTvgmvAn", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.0010513078029282807, "ret_signed_m1d": -0.0010513078029282807, "alpha_spy_m1d": -0.003695945150814839, "alpha_c_m1d": -0.012573426231154206, "bench_spy_m1d": 0.002644637347886558, "bench_c_m1d": 0.011522118428225925, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.010301339221199468, "ret_signed_p1d": 0.010301339221199468, "alpha_spy_p1d": 0.011560708842783374, "alpha_c_p1d": 0.015211463945328685, "bench_spy_p1d": -0.0012593696215839056, "bench_c_p1d": -0.004910124724129217, "ret_p1w": -0.027610612117839772, "ret_signed_p1w": -0.027610612117839772, "alpha_spy_p1w": -0.01613484444297475, "alpha_c_p1w": -0.014910136606338109, "bench_spy_p1w": -0.011475767674865023, "bench_c_p1w": -0.012700475511501663, "ret_p1m": -0.09383336947951004, "ret_signed_p1m": -0.09383336947951004, "alpha_spy_p1m": -0.11173159193621529, "alpha_c_p1m": -0.09645194077567865, "bench_spy_p1m": 0.01789822245670525, "bench_c_p1m": 0.0026185712961686036, "ret_p3m": 0.3042216736186505, "ret_signed_p3m": 0.3042216736186505, "alpha_spy_p3m": 0.23516704889846052, "alpha_c_p3m": 0.2858910674578443, "bench_spy_p3m": 0.06905462472018997, "bench_c_p3m": 0.018330606160806173, "ret_p6m": 0.2725218691505549, "ret_signed_p6m": 0.2725218691505549, "alpha_spy_p6m": 0.18740532743160476, "alpha_c_p6m": 0.1751768859405749, "bench_spy_p6m": 0.08511654171895011, "bench_c_p6m": 0.09734498320997997, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.09383336947951004, "alpha_spy_stated": -0.11173159193621529, "alpha_c_stated": -0.09645194077567865, "price_path": [-0.3517, -0.3345, -0.3357, -0.3451, -0.3309, -0.3293, -0.3411, -0.2921, -0.2604, -0.2331, -0.2618, -0.2572, -0.2546, -0.2547, -0.2742, -0.27, -0.2705, -0.2705, -0.2309, -0.2349, -0.2401, -0.2439, -0.2348, -0.213, -0.2095, -0.2139, -0.1919, -0.2154, -0.2401, -0.2253, -0.1979, -0.2226, -0.184, -0.1828, -0.1655, -0.1655, -0.1693, -0.1833, -0.1428, -0.1476, -0.1324, -0.1089, -0.1001, -0.1413, -0.1287, -0.1041, -0.1041, -0.1152, -0.1178, -0.1004, -0.154, -0.1359, -0.126, -0.1074, -0.1212, -0.0811, -0.0956, -0.1156, -0.122, -0.0877, -0.0829, -0.0367, -0.0011, 0.0, 0.0103, 0.0203, -0.0078, -0.0175, -0.0276, -0.0207, -0.0232, -0.0194, -0.0201, 0.0071, -0.0371, -0.0713, -0.0675, -0.0491, -0.0957, -0.1062, -0.113, -0.1172, -0.1239, -0.1035, -0.0938, -0.0594, -0.1062, -0.1062, -0.131, -0.1199, -0.1191, -0.131, -0.1463, -0.12, -0.0418, -0.049, -0.0551, -0.0308, -0.0421, -0.0409, -0.0049, 0.0066, 0.0652, -0.0003, -0.0073, -0.0203, -0.0283, 0.0046, 0.0575, 0.1327, 0.133, 0.123, 0.1412, 0.1136, 0.1733, 0.1838, 0.1847, 0.2547, 0.2277, 0.2653, 0.2465, 0.2197, 0.2318, 0.2253, 0.2028, 0.2842, 0.3042, 0.3522, 0.3358, 0.3968, 0.3582, 0.3519, 0.3417, 0.2675, 0.3368, 0.2829, 0.2603, 0.3167, 0.2551, 0.2153, 0.1471, 0.1984, 0.1682, 0.1556, 0.1962, 0.1188, 0.1204, 0.184, 0.1891, 0.2063, 0.2063, 0.2603, 0.2567, 0.2686, 0.2544, 0.28, 0.3255, 0.3016, 0.2509, 0.275, 0.2528, 0.1309, 0.1342, 0.1266, 0.0507, 0.0826, 0.1207, 0.1658, 0.1659, 0.1701, 0.1701, 0.1751, 0.1614, 0.1524, 0.1361, 0.1361, 0.2314, 0.2198, 0.2268, 0.2029, 0.1274, 0.1471, 0.1923, 0.2112, 0.1981, 0.2099, 0.2407, 0.2407, 0.2284, 0.2725]}
{"unit_id": "quote:1953649502130413734", "ticker_idx": 0, "ts": "2025-08-08T02:48:33+00:00", "symbol": "RDDT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$RDDT ~30% Undervalued with Discounted Cash Flow Model Valuation", "tweet_type": "analysis", "timeline": "unspecified", "summary": "DCF model shows RDDT ~30% undervalued, implying upside from current price.", "resolved_tickers": ["RDDT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "quote", "lang": "en", "tweet_text": "$RDDT ~30% Undervalued with Discounted Cash Flow Model Valuation https://t.co/9f3jzIl3V5", "reply_text": null, "parent_text": null, "quoted_text": "$RDDT Overview https://t.co/ccP4La6P2b", "parent_author": null, "ret_m1d": -0.016802799276666502, "ret_signed_m1d": -0.016802799276666502, "alpha_spy_m1d": -0.009065382917081699, "alpha_c_m1d": -0.013457997436078006, "bench_spy_m1d": -0.007737416359584803, "bench_c_m1d": -0.003344801840588496, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.024647221957017518, "ret_signed_p1d": 0.024647221957017518, "alpha_spy_p1d": 0.02662481996235444, "alpha_c_p1d": 0.01953706815786105, "bench_spy_p1d": -0.0019775980053369224, "bench_c_p1d": 0.005110153799156469, "ret_p1w": 0.14417005758733792, "ret_signed_p1w": 0.14417005758733792, "alpha_spy_p1w": 0.13434550488341657, "alpha_c_p1w": 0.10839933987755956, "bench_spy_p1w": 0.009824552703921352, "bench_c_p1w": 0.035770717709778355, "ret_p1m": 0.06748975641182176, "ret_signed_p1m": 0.06748975641182176, "alpha_spy_p1m": 0.04920624833368392, "alpha_c_p1m": 0.0006867424151897339, "bench_spy_p1m": 0.018283508078137833, "bench_c_p1m": 0.06680301399663202, "ret_p3m": -0.08898068117205404, "ret_signed_p3m": -0.08898068117205404, "alpha_spy_p3m": -0.15533321525581367, "alpha_c_p3m": -0.146451267372263, "bench_spy_p3m": 0.06635253408375963, "bench_c_p3m": 0.05747058620020895, "ret_p6m": -0.17772933582905848, "ret_signed_p6m": -0.17772933582905848, "alpha_spy_p6m": -0.27537593706069174, "alpha_c_p6m": -0.2970838522374649, "bench_spy_p6m": 0.09764660123163327, "bench_c_p6m": 0.11935451640840644, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.06748975641182176, "alpha_spy_stated": 0.04920624833368392, "alpha_c_stated": 0.0006867424151897339, "price_path": [-0.4762, -0.4183, -0.4728, -0.4744, -0.4987, -0.5097, -0.5551, -0.5436, -0.5323, -0.5323, -0.5144, -0.5106, -0.4939, -0.4785, -0.4796, -0.4854, -0.4513, -0.479, -0.437, -0.4545, -0.4565, -0.4661, -0.4606, -0.4514, -0.4142, -0.3788, -0.3448, -0.3448, -0.3541, -0.3774, -0.3465, -0.3424, -0.3318, -0.3362, -0.3011, -0.2934, -0.2604, -0.2711, -0.2711, -0.2881, -0.3225, -0.3239, -0.3362, -0.3242, -0.3206, -0.3279, -0.3302, -0.3385, -0.3119, -0.321, -0.3232, -0.3219, -0.3124, -0.3053, -0.2963, -0.3277, -0.3069, -0.2546, -0.1244, -0.0635, -0.0759, -0.0122, -0.0168, 0.0, 0.0246, 0.0398, 0.0897, 0.1301, 0.1442, 0.1222, 0.0591, 0.0136, 0.0149, 0.0087, 0.0199, 0.0185, -0.0201, 0.0469, 0.0447, 0.0447, 0.0214, 0.0357, 0.0774, 0.114, 0.0675, 0.1149, 0.2023, 0.2093, 0.1803, 0.2237, 0.2377, 0.2369, 0.2565, 0.2276, 0.1955, 0.1022, 0.094, 0.0803, 0.1145, 0.1232, 0.0675, -0.0596, -0.0674, -0.0382, -0.0548, -0.0442, -0.061, -0.0174, -0.0784, -0.0546, -0.0886, -0.0681, -0.0764, -0.0951, -0.0602, -0.0452, -0.0854, -0.0679, -0.0058, 0.0176, -0.0115, -0.0217, -0.0976, -0.0301, -0.0486, -0.1284, -0.089, -0.1476, -0.0968, -0.0522, -0.0336, -0.0586, -0.1208, -0.1027, -0.1295, -0.1381, -0.1284, -0.1558, -0.1483, -0.0949, 0.0141, -0.0366, -0.0366, 0.0048, 0.0369, 0.034, 0.0251, 0.0339, 0.0867, 0.0998, 0.0959, 0.1052, 0.084, 0.0434, 0.0142, 0.0397, 0.0552, 0.0738, 0.0824, 0.0822, 0.0482, 0.0483, 0.0483, 0.0479, 0.0892, 0.0832, 0.067, 0.067, 0.1228, 0.1328, 0.1781, 0.1859, 0.1788, 0.1352, 0.1327, 0.2019, 0.1715, 0.0618, 0.0723, 0.0723, 0.046, -0.0246, -0.0042, 0.016, -0.0084, -0.0888, -0.1035, -0.1179, -0.1632, -0.1777]}
{"unit_id": "thread:1940591074575274070", "ticker_idx": 0, "ts": "2025-07-03T01:59:01+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "WARP SPEED IS EXPANDING PALANTIR'S TAM", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Palantir's Warp Speed OS expansion into Navy shipbuilding via BlueForge broadens its addressable market; bullish.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "self_thread", "lang": "en", "tweet_text": "🚨 $PLTR WARP SPEED IS EXPANDING PALANTIR'S TAM.\n\nBlueForge and Palantir to Create \"Warp Speed for Warships\" With AI to accelerate \"warship production, fleet readiness, and digital transformation.\" \n\nThe idea is to use Palantir's existing Warp Speed operating system for manufacturers in order to better connect up shipbuilders, suppliers and other partners in the shipbuilding supply chain in a \"digitally connected manufacturing ecosystem.\" \n\nBFA has already been working with Palantir on \"high-velocity shipbuilding,\" and the new program launch expands on that work. The initiative is funded by the Navy through the Maritime Industrial Base Program; it parallels recent efforts by HII to work with C3 AI on AI-driven production scheduling at Ingalls and Newport News Shipbuilding.  \n\n“Our strategic partnership with Palantir is about moving with urgency and precision -- equipping America’s industrial base with the tools it needs to meet unprecedented demand,” said Kiley Wren, BlueForge co-chief executive officer, in a statement included in the release. “With the Warp Speed for Warships program, together with our nation’s shipbuilders and suppliers, we’re helping the Navy deliver the modern digital infrastructure required to scale production.\"\n\nBlueForge Alliance is based in College Station, Texas, and is best known for its https://t.co/Ap0V7Wgm7Y advertising campaign. Last year, the Navy handed the BlueForge Alliance a contract worth nearly $1 billion to strengthen worker recruitment and resourcing for the U.S. submarine industrial base. The gaps in the nuclear submarine workforce are among the Navy's biggest procurement concerns: The Navy's sub suppliers need to increase production fivefold in order to meet strategic needs, and the deadline for ramping up is just four years away. The Navy is on a tight timetable to build replacements for the aging Ohio-class ballistic missile subs while also delivering more Virginia-class boats.\n\n---\n\nhttps://t.co/oA4hO092Ee", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.016671669269041955, "ret_signed_m1d": -0.016671669269041955, "alpha_spy_m1d": -0.008851899758820614, "alpha_c_m1d": -0.008851899758820614, "bench_spy_m1d": -0.007819769510221342, "bench_c_m1d": -0.007819769510221342, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0, "ret_signed_p1d": 0.0, "alpha_spy_p1d": 0.0, "alpha_c_p1d": 0.0, "bench_spy_p1d": 0.0, "bench_c_p1d": 0.0, "ret_p1w": 0.06058350217826147, "ret_signed_p1w": 0.06058350217826147, "alpha_spy_p1w": 0.05981593318216727, "alpha_c_p1w": 0.05981593318216727, "bench_spy_p1w": 0.0007675689960942034, "bench_c_p1w": 0.0007675689960942034, "ret_p1m": 0.14818400991117175, "ret_signed_p1m": 0.14818400991117175, "alpha_spy_p1m": 0.15397294856890886, "alpha_c_p1m": 0.15397294856890886, "bench_spy_p1m": -0.005788938657737108, "bench_c_p1m": -0.005788938657737108, "ret_p3m": 0.357695722985067, "ret_signed_p3m": 0.357695722985067, "alpha_spy_p3m": 0.2894338917596537, "alpha_c_p3m": 0.2894338917596537, "bench_spy_p3m": 0.0682618312254133, "bench_c_p3m": 0.0682618312254133, "ret_p6m": 0.4045103145029929, "ret_signed_p6m": 0.4045103145029929, "alpha_spy_p6m": 0.29428343954203506, "alpha_c_p6m": 0.29428343954203506, "bench_spy_p6m": 0.11022687496095784, "bench_c_p6m": 0.11022687496095784, "ret_p1y": -0.11059839641893165, "ret_signed_p1y": -0.11059839641893165, "alpha_spy_p1y": -0.3141645428959252, "alpha_c_p1y": -0.3141645428959252, "bench_spy_p1y": 0.20356614647699356, "bench_c_p1y": 0.20356614647699356, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.14818400991117175, "alpha_spy_stated": 0.15397294856890886, "alpha_c_stated": 0.15397294856890886, "price_path": [-0.4207, -0.4245, -0.3152, -0.3407, -0.3409, -0.3107, -0.2676, -0.31, -0.302, -0.302, -0.3242, -0.3005, -0.2496, -0.1978, -0.1606, -0.1467, -0.1361, -0.1185, -0.1352, -0.075, -0.0788, -0.1898, -0.1777, -0.1132, -0.127, -0.1183, -0.0466, -0.0311, -0.0464, -0.036, -0.0598, -0.0653, -0.1026, -0.0898, -0.0822, -0.0822, -0.0816, -0.0789, -0.0896, -0.0192, -0.0173, -0.0089, -0.0324, -0.1075, -0.0494, -0.0171, -0.0115, 0.0151, 0.0062, 0.0226, 0.0525, 0.0286, 0.0417, 0.0417, 0.0219, 0.0414, 0.066, 0.0636, 0.0736, -0.0269, 0.0146, -0.0274, -0.0167, 0.0, 0.0, 0.0354, 0.0398, 0.0653, 0.0606, 0.0576, 0.1101, 0.1058, 0.1232, 0.1461, 0.1426, 0.1297, 0.1095, 0.1509, 0.1526, 0.1819, 0.1751, 0.1628, 0.1805, 0.1786, 0.1482, 0.1957, 0.2896, 0.3363, 0.3561, 0.3915, 0.3596, 0.3916, 0.3722, 0.3473, 0.3186, 0.2953, 0.1741, 0.1611, 0.1624, 0.1815, 0.1698, 0.1973, 0.1664, 0.1768, 0.1663, 0.1663, 0.1692, 0.1529, 0.1621, 0.1396, 0.1618, 0.2084, 0.241, 0.2233, 0.2759, 0.2743, 0.2672, 0.2528, 0.3171, 0.3575, 0.3347, 0.3587, 0.3364, 0.3331, 0.3216, 0.3312, 0.3577, 0.3765, 0.3922, 0.2881, 0.3362, 0.3558, 0.3662, 0.3804, 0.3057, 0.3189, 0.3377, 0.3369, 0.3257, 0.3259, 0.3515, 0.3509, 0.3061, 0.3433, 0.3741, 0.408, 0.4111, 0.4797, 0.448, 0.492, 0.542, 0.4196, 0.3985, 0.3028, 0.3243, 0.441, 0.4213, 0.3707, 0.2812, 0.2951, 0.2746, 0.2454, 0.2312, 0.1592, 0.1525, 0.2076, 0.2173, 0.2338, 0.2338, 0.2537, 0.2466, 0.2704, 0.3105, 0.3242, 0.3528, 0.3508, 0.3534, 0.3986, 0.3958, 0.3663, 0.3639, 0.3974, 0.3195, 0.382, 0.4393, 0.4437, 0.4448, 0.4451, 0.4451, 0.4045]}
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{"unit_id": "quote:1941553040240279794", "ticker_idx": 0, "ts": "2025-07-05T17:41:31+00:00", "symbol": "ZETA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Targeting a critical test of the 100 WMA\nLast breakout above the 100 WMA sparked a massive rally!", "tweet_type": "prediction", "timeline": "weeks", "summary": "Bullish ZETA: Blue-Green candle signal active, targeting 100 WMA with prior breakout above it sparking a massive rally.", "resolved_tickers": ["ZETA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "🟦 $ZETA Blue-Green Candle Signal Active! 🚀\n\nTargeting a critical test of the 100 WMA\nLast breakout above the 100 WMA sparked a massive rally!\n\nDaily 200+ Stock Smart Candle Signals: https://t.co/GmI3SWnXZI https://t.co/p8YvvwlC2I", "reply_text": null, "parent_text": null, "quoted_text": "👀 $ZETA Is the bottom in?\n\nHere's my FULL Smart Candle Analysis. Free Trial Available:\n\nhttps://t.co/jRh1yURSZS https://t.co/4ouqpuVkXN", "parent_author": null, "ret_m1d": 0.03900470263414846, "ret_signed_m1d": 0.03900470263414846, "alpha_spy_m1d": 0.03149678189857452, "alpha_c_m1d": 0.03149678189857452, "bench_spy_m1d": 0.007507920735573936, "bench_c_m1d": 0.007507920735573936, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.008742442195118327, "ret_signed_p1d": 0.008742442195118327, "alpha_spy_p1d": 0.0092900780645917, "alpha_c_p1d": 0.0092900780645917, "bench_spy_p1d": -0.000547635869473373, "bench_c_p1d": -0.000547635869473373, "ret_p1w": -0.04909210140245279, "ret_signed_p1w": -0.04909210140245279, "alpha_spy_p1w": -0.055746056182524484, "alpha_c_p1w": -0.055746056182524484, "bench_spy_p1w": 0.006653954780071691, "bench_c_p1w": 0.006653954780071691, "ret_p1m": 0.06724949614634124, "ret_signed_p1m": 0.06724949614634124, "alpha_spy_p1m": 0.0555044566356262, "alpha_c_p1m": 0.0555044566356262, "bench_spy_p1m": 0.011745039510715038, "bench_c_p1m": 0.011745039510715038, "ret_p3m": 0.29119037731704545, "ret_signed_p3m": 0.29119037731704545, "alpha_spy_p3m": 0.20999669815649935, "alpha_c_p3m": 0.20999669815649935, "bench_spy_p3m": 0.0811936791605461, "bench_c_p3m": 0.0811936791605461, "ret_p6m": 0.3987894685366038, "ret_signed_p6m": 0.3987894685366038, "alpha_spy_p6m": 0.28557440254489075, "alpha_c_p6m": 0.28557440254489075, "bench_spy_p6m": 0.11321506599171305, "bench_c_p6m": 0.11321506599171305, "ret_p1y": 0.31203768520730546, "ret_signed_p1y": 0.31203768520730546, "alpha_spy_p1y": 0.11704461616163742, "alpha_c_p1y": 0.11704461616163742, "bench_spy_p1y": 0.19499306904566804, "bench_c_p1y": 0.19499306904566804, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.06724949614634124, "alpha_spy_stated": 0.0555044566356262, "alpha_c_stated": 0.0555044566356262, "price_path": [-0.1338, -0.2125, -0.189, -0.1991, -0.1944, -0.2367, -0.2293, -0.2293, -0.2589, -0.2394, -0.1876, -0.1553, -0.1163, -0.0989, -0.0955, -0.1217, -0.0928, -0.08, -0.0962, -0.1184, -0.1123, -0.1049, -0.1022, -0.037, 0.0027, -0.0188, -0.0625, -0.0619, -0.0726, -0.0807, -0.1163, -0.1076, -0.1197, -0.1197, -0.0874, -0.0921, -0.1197, -0.1163, -0.1305, -0.1143, -0.1123, -0.0827, -0.0646, -0.0854, -0.115, -0.1358, -0.1439, -0.1822, -0.1527, -0.1553, -0.1533, -0.1533, -0.0464, 0.1305, 0.0847, 0.0101, 0.0316, 0.0161, 0.0417, 0.0182, 0.0195, 0.039, 0.039, 0.0, 0.0087, 0.0242, 0.0047, -0.0585, -0.0491, -0.0558, 0.0067, 0.0693, 0.0491, 0.0511, 0.0504, 0.1137, 0.0686, 0.0787, 0.0794, 0.041, 0.0464, 0.0525, 0.0141, 0.0625, 0.0672, 0.3605, 0.3167, 0.2596, 0.2118, 0.2461, 0.2401, 0.1977, 0.2865, 0.3255, 0.2784, 0.2219, 0.23, 0.3147, 0.3248, 0.3262, 0.3396, 0.3147, 0.3208, 0.3208, 0.2461, 0.2623, 0.2562, 0.271, 0.2488, 0.2576, 0.2683, 0.3961, 0.3685, 0.3699, 0.3712, 0.386, 0.419, 0.4452, 0.4849, 0.4492, 0.3833, 0.3658, 0.38, 0.4149, 0.3362, 0.347, 0.2912, 0.2999, 0.3436, 0.3423, 0.3295, 0.3699, 0.2374, 0.2703, 0.2919, 0.2488, 0.226, 0.1984, 0.2468, 0.3073, 0.2408, 0.2569, 0.2636, 0.269, 0.2206, 0.1937, 0.1439, 0.2098, 0.1849, 0.1231, 0.341, 0.3167, 0.312, 0.3376, 0.3315, 0.3766, 0.2448, 0.2401, 0.1634, 0.1661, 0.1352, 0.0962, 0.1614, 0.1755, 0.2125, 0.2219, 0.2219, 0.2273, 0.2065, 0.1903, 0.2374, 0.2475, 0.2811, 0.2898, 0.2959, 0.312, 0.312, 0.2482, 0.1762, 0.2199, 0.1695, 0.2017, 0.2098, 0.232, 0.234, 0.2851, 0.2851, 0.3921, 0.3726, 0.3988]}
{"unit_id": "orig:1951799826712326339", "ticker_idx": 0, "ts": "2025-08-03T00:18:36+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "an exceptional software will DEVOUR the world", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish PLTR as exceptional software set to dominate beyond the typical 'software eating the world' thesis.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "original", "lang": "en", "tweet_text": "$PLTR \n\nSure. Software is eating the world\nBut an exceptional software will DEVOUR the world", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.039773429876719724, "ret_signed_m1d": -0.039773429876719724, "alpha_spy_m1d": -0.024801239479641635, "alpha_c_m1d": -0.024801239479641635, "bench_spy_m1d": -0.014972190397078089, "bench_c_m1d": -0.014972190397078089, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.07848873598230566, "ret_signed_p1d": 0.07848873598230566, "alpha_spy_p1d": 0.08355876009901853, "alpha_c_p1d": 0.08355876009901853, "bench_spy_p1d": -0.005070024116712868, "bench_c_p1d": -0.005070024116712868, "ret_p1w": 0.13705955752361998, "ret_signed_p1w": 0.13705955752361998, "alpha_spy_p1w": 0.12953386421945434, "alpha_c_p1w": 0.12953386421945434, "bench_spy_p1w": 0.007525693304165637, "bench_c_p1w": 0.007525693304165637, "ret_p1m": -0.022220884120773277, "ret_signed_p1m": -0.022220884120773277, "alpha_spy_p1m": -0.03663860326597834, "alpha_c_p1m": -0.03663860326597834, "bench_spy_p1m": 0.014417719145205066, "bench_c_p1m": 0.014417719145205066, "ret_p3m": 0.21094235414636175, "ret_signed_p3m": 0.21094235414636175, "alpha_spy_p3m": 0.13086110078907787, "alpha_c_p3m": 0.13086110078907787, "bench_spy_p3m": 0.08008125335728389, "bench_c_p3m": 0.08008125335728389, "ret_p6m": 0.03137055378594811, "ret_signed_p6m": 0.03137055378594811, "alpha_spy_p6m": -0.07685546868113713, "alpha_c_p6m": -0.07685546868113713, "bench_spy_p6m": 0.10822602246708524, "bench_c_p6m": 0.10822602246708524, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.022220884120773277, "alpha_spy_stated": -0.03663860326597834, "alpha_c_stated": -0.03663860326597834, "price_path": [-0.3123, -0.2584, -0.2699, -0.2627, -0.2027, -0.1897, -0.2025, -0.1938, -0.2137, -0.2183, -0.2495, -0.2388, -0.2325, -0.2325, -0.232, -0.2297, -0.2386, -0.1798, -0.1781, -0.1711, -0.1908, -0.2536, -0.205, -0.178, -0.1733, -0.1511, -0.1585, -0.1448, -0.1198, -0.1398, -0.1288, -0.1288, -0.1454, -0.1291, -0.1085, -0.1105, -0.1021, -0.1862, -0.1515, -0.1866, -0.1776, -0.1637, -0.1637, -0.1341, -0.1304, -0.1091, -0.113, -0.1155, -0.0716, -0.0752, -0.0607, -0.0415, -0.0444, -0.0552, -0.0721, -0.0375, -0.0361, -0.0116, -0.0173, -0.0275, -0.0128, -0.0144, -0.0398, 0.0, 0.0785, 0.1175, 0.1341, 0.1637, 0.1371, 0.1638, 0.1476, 0.1267, 0.1028, 0.0832, -0.0181, -0.0289, -0.0279, -0.012, -0.0217, 0.0013, -0.0245, -0.0158, -0.0246, -0.0246, -0.0222, -0.0359, -0.0281, -0.047, -0.0284, 0.0106, 0.0378, 0.023, 0.067, 0.0657, 0.0598, 0.0477, 0.1015, 0.1353, 0.1162, 0.1363, 0.1176, 0.1149, 0.1053, 0.1133, 0.1354, 0.1512, 0.1643, 0.0772, 0.1175, 0.1339, 0.1425, 0.1544, 0.092, 0.103, 0.1188, 0.118, 0.1087, 0.1089, 0.1303, 0.1298, 0.0923, 0.1234, 0.1492, 0.1775, 0.1801, 0.2375, 0.2109, 0.2478, 0.2896, 0.1872, 0.1696, 0.0896, 0.1075, 0.2051, 0.1886, 0.1463, 0.0715, 0.0831, 0.0659, 0.0415, 0.0296, -0.0306, -0.0362, 0.0099, 0.018, 0.0318, 0.0318, 0.0485, 0.0425, 0.0624, 0.096, 0.1074, 0.1313, 0.1297, 0.1318, 0.1696, 0.1673, 0.1426, 0.1406, 0.1686, 0.1035, 0.1558, 0.2037, 0.2074, 0.2083, 0.2086, 0.2086, 0.1746, 0.1464, 0.1256, 0.1064, 0.1064, 0.0448, 0.0833, 0.1186, 0.1308, 0.1008, 0.1048, 0.1167, 0.1139, 0.1104, 0.1021, 0.0641, 0.0641, 0.049, 0.0291, 0.0326, 0.0556, 0.0424, 0.0314]}
{"unit_id": "orig:1951520089070805228", "ticker_idx": 0, "ts": "2025-08-02T05:47:01+00:00", "symbol": "TMDX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Cup & Handle Pattern. It has rebounded from (W) Middle Bollinger Band. Looking Bullish!", "tweet_type": "prediction", "timeline": "weeks", "summary": "Bullish TMDX on Cup & Handle pattern with rebound from weekly middle Bollinger Band.", "resolved_tickers": ["TMDX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Medical Devices'", "bench_c_industry": "Medical Devices", "unit_kind": "original", "lang": "en", "tweet_text": "🟦 $TMDX Cup & Handle Pattern. It has rebounded from (W) Middle Bollinger Band. Looking Bullish!\n\n(W) BLUE Candle Alert went out in January 🤷‍♂️\n\n230+ Daily Smart Candle Alerts. Free Trial:\nhttps://t.co/XLFioz4ScQ https://t.co/QacKLGGwKO", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.061867680531067615, "ret_signed_m1d": -0.061867680531067615, "alpha_spy_m1d": -0.046895490133989526, "alpha_c_m1d": -0.04773348410271505, "bench_spy_m1d": -0.014972190397078089, "bench_c_m1d": -0.014134196428352563, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.021478615846151516, "ret_signed_p1d": -0.021478615846151516, "alpha_spy_p1d": -0.01640859172943865, "alpha_c_p1d": -0.017644388824754942, "bench_spy_p1d": -0.005070024116712868, "bench_c_p1d": -0.0038342270213965746, "ret_p1w": -0.009649788823109184, "ret_signed_p1w": -0.009649788823109184, "alpha_spy_p1w": -0.01717548212727482, "alpha_c_p1w": 0.010799927756441452, "bench_spy_p1w": 0.007525693304165637, "bench_c_p1w": -0.020449716579550636, "ret_p1m": -0.13190659103690416, "ret_signed_p1m": -0.13190659103690416, "alpha_spy_p1m": -0.14632431018210923, "alpha_c_p1m": -0.16611442320633607, "bench_spy_p1m": 0.014417719145205066, "bench_c_p1m": 0.034207832169431907, "ret_p3m": 0.05673146526173389, "ret_signed_p3m": 0.05673146526173389, "alpha_spy_p3m": -0.023349788095549995, "alpha_c_p3m": -0.03311076870980467, "bench_spy_p3m": 0.08008125335728389, "bench_c_p3m": 0.08984223397153857, "ret_p6m": 0.07774323340983713, "ret_signed_p6m": 0.07774323340983713, "alpha_spy_p6m": -0.030482789057248105, "alpha_c_p6m": -0.10131023111524651, "bench_spy_p6m": 0.10822602246708524, "bench_c_p6m": 0.17905346452508364, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.13190659103690416, "alpha_spy_stated": -0.14632431018210923, "alpha_c_stated": -0.16611442320633607, "price_path": [-0.2544, -0.2747, -0.1323, -0.076, -0.0497, -0.0478, -0.0521, -0.0539, -0.0498, -0.0295, -0.056, -0.0402, -0.0331, -0.0331, 0.0002, 0.0009, -0.0063, -0.0107, -0.0355, 0.0019, 0.0102, 0.0552, 0.0821, 0.0848, 0.0962, 0.1119, 0.1132, 0.1119, 0.1047, 0.0599, -0.035, -0.035, -0.0384, -0.0075, 0.0322, 0.0006, 0.0121, 0.023, 0.0429, 0.0125, -0.0063, 0.0054, 0.0054, -0.026, -0.0293, -0.0163, -0.0289, -0.1248, -0.0904, -0.0998, -0.1181, -0.1244, -0.1449, -0.1937, -0.1782, -0.1442, -0.1689, -0.1586, -0.181, -0.1842, -0.1619, -0.0742, -0.0619, 0.0, -0.0215, -0.0755, -0.0969, -0.1089, -0.0096, 0.0205, 0.0275, 0.0096, -0.0074, -0.0222, -0.0453, -0.0515, -0.0754, -0.0673, -0.1053, -0.1037, -0.0865, -0.0916, -0.1054, -0.1054, -0.1319, -0.1678, -0.1903, -0.1906, -0.1784, -0.1574, -0.1612, -0.0896, -0.1084, -0.1106, -0.0728, -0.0676, -0.0576, -0.0483, -0.0261, -0.062, -0.0861, -0.1136, -0.1139, -0.1234, -0.1268, -0.1059, -0.0967, -0.0997, -0.1134, -0.1037, -0.0812, -0.1208, -0.1651, -0.1307, -0.1344, -0.1237, -0.0998, -0.0846, -0.0669, -0.0651, -0.0697, 0.0032, 0.0157, 0.0307, 0.0094, 0.0453, 0.0567, 0.0237, -0.0294, -0.0489, -0.0314, -0.0274, -0.0726, -0.0475, -0.0495, -0.0725, -0.1008, -0.105, -0.1175, -0.0889, 0.0387, -0.0364, 0.0189, 0.0911, 0.1362, 0.1342, 0.1342, 0.1386, 0.1706, 0.1033, 0.0903, 0.0788, 0.0623, 0.063, 0.049, 0.0211, -0.0068, -0.0133, -0.0416, -0.0269, -0.0511, -0.0578, -0.0065, 0.0066, -0.0023, -0.0118, -0.0118, -0.0335, -0.0423, -0.0512, -0.0533, -0.0533, -0.0452, -0.0173, 0.0325, 0.0682, 0.0706, 0.0667, 0.0479, 0.1106, 0.1047, 0.1182, 0.1157, 0.1157, 0.1045, 0.0413, 0.0746, 0.0529, 0.0843, 0.0777]}
{"unit_id": "thread:1932257935918342375", "ticker_idx": 0, "ts": "2025-06-10T02:06:06+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Another BLUE candle (W), another rare opportunity", "tweet_type": "prediction", "timeline": "months", "summary": "Bullish RKLB on a recurring weekly 'blue candle' signal; prior signals returned 717% and +59%.", "resolved_tickers": ["RKLB"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "self_thread", "lang": "en", "tweet_text": "🟦 $RKLB Another BLUE candle (W), another rare opportunity. The first BLUE candle gained 717% while the 2nd one, alerted last month, is on track for another handsome gain (+59%). These two blue candles (W) are nearly 1 year apart.\n\nOur system just works. Join us for FREE. https://t.co/vLj1pkdPW9\n\n---\n\nhttps://t.co/0zGLSoe6OC", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.09090906538162247, "ret_signed_m1d": 0.09090906538162247, "alpha_spy_m1d": 0.09654692134607157, "alpha_c_m1d": 0.0865390803400039, "bench_spy_m1d": -0.005637855964449101, "bench_c_m1d": 0.004369985041618563, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.006993026629521282, "ret_signed_p1d": 0.006993026629521282, "alpha_spy_p1d": 0.009845206611099222, "alpha_c_p1d": 0.006507532474430144, "bench_spy_p1d": -0.0028521799815779403, "bench_c_p1d": 0.00048549415509113736, "ret_p1w": -0.02760397489488342, "ret_signed_p1w": -0.02760397489488342, "alpha_spy_p1w": -0.018401176184937862, "alpha_c_p1w": -0.01636717772831975, "bench_spy_p1w": -0.009202798709945559, "bench_c_p1w": -0.011236797166563672, "ret_p1m": 0.4405594140501463, "ret_signed_p1m": 0.4405594140501463, "alpha_spy_p1m": 0.4027123783786535, "alpha_c_p1m": 0.39765022554368, "bench_spy_p1m": 0.037847035671492835, "bench_c_p1m": 0.0429091885064663, "ret_p3m": 0.6871549511913206, "ret_signed_p3m": 0.6871549511913206, "alpha_spy_p3m": 0.6107582774175522, "alpha_c_p3m": 0.6370795893798931, "bench_spy_p3m": 0.07639667377376846, "bench_c_p3m": 0.05007536181142758, "ret_p6m": 0.6459330546605961, "ret_signed_p6m": 0.6459330546605961, "alpha_spy_p6m": 0.505431965503673, "alpha_c_p6m": 0.5686048574934088, "bench_spy_p6m": 0.14050108915692316, "bench_c_p6m": 0.07732819716718731, "ret_p1y": 4.448288493324455, "ret_signed_p1y": 4.448288493324455, "alpha_spy_p1y": 4.182701285081244, "alpha_c_p1y": 4.2265204623242285, "bench_spy_p1y": 0.2655872082432116, "bench_c_p1y": 0.22176803100022657, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.4405594140501463, "alpha_spy_stated": 0.4027123783786535, "alpha_c_stated": 0.39765022554368, "price_path": [-0.3533, -0.3077, -0.297, -0.3382, -0.3088, -0.318, -0.3029, -0.2562, -0.254, -0.2845, -0.322, -0.3147, -0.3419, -0.332, -0.2882, -0.3416, -0.3975, -0.3552, -0.3677, -0.2422, -0.2775, -0.2775, -0.2959, -0.2245, -0.2648, -0.2735, -0.2735, -0.3136, -0.2992, -0.2532, -0.1947, -0.1763, -0.1656, -0.1756, -0.198, -0.1859, -0.1538, -0.1726, -0.1767, -0.1796, -0.1498, -0.2451, -0.2175, -0.1965, -0.1119, -0.0718, -0.0589, -0.0504, -0.0431, -0.0736, -0.0497, -0.0644, -0.0644, 0.0585, 0.0648, 0.0066, -0.014, -0.021, -0.0166, -0.0096, -0.0265, 0.0644, 0.0909, 0.0, 0.007, -0.0283, -0.0648, -0.0228, -0.0276, 0.025, 0.025, 0.1056, 0.2065, 0.2315, 0.1907, 0.3301, 0.3022, 0.3165, 0.2635, 0.3132, 0.3125, 0.3125, 0.431, 0.4258, 0.4406, 0.4391, 0.4365, 0.5904, 0.6415, 0.7552, 0.8892, 0.8914, 0.7368, 0.7254, 0.809, 0.7714, 0.7457, 0.6603, 0.6117, 0.7092, 0.6901, 0.6492, 0.6393, 0.647, 0.6231, 0.6272, 0.6448, 0.657, 0.5985, 0.5826, 0.5756, 0.6294, 0.6551, 0.5061, 0.4976, 0.5285, 0.6334, 0.7379, 0.7714, 0.7022, 0.7633, 0.7887, 0.7887, 0.8149, 0.6021, 0.5823, 0.6872, 0.7567, 0.731, 0.6993, 0.7825, 0.9632, 0.989, 0.7389, 0.7696, 0.7365, 0.7589, 0.8333, 0.9474, 0.792, 0.7162, 0.7026, 0.7302, 0.7633, 0.7656, 0.9312, 1.067, 1.1531, 1.2639, 1.4038, 1.4446, 1.3651, 1.4078, 1.5039, 1.5495, 1.466, 1.4391, 1.4788, 1.4071, 1.2291, 1.3397, 1.3762, 1.4152, 1.3463, 1.435, 1.2422, 1.318, 1.2576, 1.0821, 1.0766, 0.8259, 0.9006, 0.9102, 0.8859, 0.8392, 0.6654, 0.6761, 0.594, 0.5745, 0.6054, 0.4531, 0.4833, 0.5624, 0.5679, 0.5432, 0.5432, 0.551, 0.4858, 0.5421, 0.6459]}
{"unit_id": "quote:1951130206955250060", "ticker_idx": 0, "ts": "2025-08-01T03:57:46+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Bullish 🔥", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Endorses bullish stance on PLTR following $10B US Army enterprise contract consolidation.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "🚨 $PLTR The U.S. Army on Thursday said it was consolidating dozens of contracts into a single enterprise deal with Palantir, giving it volume-based discounts and the option to purchase up to $10 billion from the software provider over 10 years.\n\nThe Army said the goal of this consolidation was to shorten procurement timelines and remove contract-related fees so it can deploy data integration and artificial intelligence tools faster.\n\nBullish 🔥", "reply_text": null, "parent_text": null, "quoted_text": "$PLTR valuation makes ZERO sense \n\nBut then why do institutions keep buying it?\nWhat do they know that you don't?\n\nI work in BIG DATA analytics and let me share the secrets of Palantir in the most basic way\n\nPalantir has monopoly on Automated Governance, serving as the ultimate https://t.co/XGLRmO7rq8", "parent_author": null, "ret_m1d": 0.026447149271149772, "ret_signed_m1d": 0.026447149271149772, "alpha_spy_m1d": 0.009783609270177074, "alpha_c_m1d": 0.009783609270177074, "bench_spy_m1d": 0.0166635400009727, "bench_c_m1d": 0.0166635400009727, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.041420880357032175, "ret_signed_p1d": 0.041420880357032175, "alpha_spy_p1d": 0.02622111619695877, "alpha_c_p1d": 0.02622111619695877, "bench_spy_p1d": 0.015199764160073403, "bench_c_p1d": 0.015199764160073403, "ret_p1w": 0.21190122211749896, "ret_signed_p1w": 0.21190122211749896, "alpha_spy_p1w": 0.1870346017056328, "alpha_c_p1w": 0.1870346017056328, "bench_spy_p1w": 0.024866620411866158, "bench_c_p1w": 0.024866620411866158, "ret_p1m": 0.015816441134576475, "ret_signed_p1m": 0.015816441134576475, "alpha_spy_p1m": -0.02170851015395714, "alpha_c_p1m": -0.02170851015395714, "bench_spy_p1m": 0.037524951288533615, "bench_c_p1m": 0.037524951288533615, "ret_p3m": 0.2887145397848656, "ret_signed_p3m": 0.2887145397848656, "alpha_spy_p3m": 0.18002290545189248, "alpha_c_p3m": 0.18002290545189248, "bench_spy_p3m": 0.10869163433297313, "bench_c_p3m": 0.10869163433297313, "ret_p6m": 0.08556424828334919, "ret_signed_p6m": 0.08556424828334919, "alpha_spy_p6m": -0.03504186826882205, "alpha_c_p6m": -0.03504186826882205, "bench_spy_p6m": 0.12060611655217124, "bench_c_p6m": 0.12060611655217124, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.015816441134576475, "alpha_spy_stated": -0.02170851015395714, "alpha_c_stated": -0.02170851015395714, "price_path": [-0.2944, -0.2839, -0.2277, -0.2396, -0.2321, -0.1696, -0.1562, -0.1695, -0.1604, -0.1811, -0.1859, -0.2184, -0.2073, -0.2007, -0.2007, -0.2002, -0.1978, -0.2071, -0.1458, -0.1441, -0.1368, -0.1573, -0.2227, -0.1721, -0.144, -0.1391, -0.1159, -0.1237, -0.1094, -0.0834, -0.1042, -0.0928, -0.0928, -0.11, -0.093, -0.0716, -0.0737, -0.065, -0.1525, -0.1164, -0.1529, -0.1436, -0.1291, -0.1291, -0.0982, -0.0944, -0.0722, -0.0763, -0.0789, -0.0332, -0.0369, -0.0218, -0.0018, -0.0049, -0.0161, -0.0337, 0.0023, 0.0038, 0.0294, 0.0234, 0.0128, 0.0281, 0.0264, 0.0, 0.0414, 0.1232, 0.1638, 0.181, 0.2119, 0.1842, 0.212, 0.1951, 0.1734, 0.1484, 0.1281, 0.0226, 0.0113, 0.0124, 0.029, 0.0188, 0.0428, 0.0159, 0.025, 0.0158, 0.0158, 0.0183, 0.0041, 0.0121, -0.0075, 0.0119, 0.0524, 0.0808, 0.0654, 0.1112, 0.1098, 0.1036, 0.0911, 0.1471, 0.1823, 0.1624, 0.1833, 0.1639, 0.1611, 0.151, 0.1594, 0.1825, 0.1989, 0.2125, 0.1219, 0.1637, 0.1809, 0.1899, 0.2022, 0.1372, 0.1487, 0.1651, 0.1643, 0.1546, 0.1548, 0.1771, 0.1766, 0.1376, 0.1699, 0.1968, 0.2263, 0.229, 0.2887, 0.2611, 0.2995, 0.343, 0.2364, 0.218, 0.1347, 0.1534, 0.255, 0.2378, 0.1938, 0.1158, 0.128, 0.1101, 0.0847, 0.0723, 0.0096, 0.0038, 0.0517, 0.0602, 0.0745, 0.0745, 0.0919, 0.0857, 0.1064, 0.1414, 0.1533, 0.1782, 0.1764, 0.1787, 0.2181, 0.2157, 0.1899, 0.1879, 0.217, 0.1492, 0.2037, 0.2535, 0.2574, 0.2584, 0.2586, 0.2586, 0.2232, 0.1939, 0.1722, 0.1522, 0.1522, 0.0881, 0.1282, 0.1649, 0.1777, 0.1464, 0.1505, 0.163, 0.16, 0.1564, 0.1478, 0.1082, 0.1082, 0.0924, 0.0717, 0.0754, 0.0994, 0.0856]}
{"unit_id": "quote:1944824987644518477", "ticker_idx": 0, "ts": "2025-07-14T18:23:04+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU Next Gen HBM (12-Stack) is already in Production", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Shares Rosenblatt Buy reiteration + street-high $200 PT on MU, highlighting strong HBM3E ramp and HBM4 production progress.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU Next Gen HBM (12-Stack) is already in Production\n\n\"We are executing well on our HBM ramp and product development roadmap. Our yield and volume ramp on HBM3E 12H is progressing extremely well, and we expect shipment crossover in FQ4\"\n\n\"Micron has delivered samples of HBM4 to multiple customers and expects to ramp volume production in calendar 2026, aligned with our customers’ plans.\"\n\n\"Micron’s HBM4 leverages our well-established 1-beta DRAM technology, along with an internally developed and manufactured advanced CMOS logic base die, to deliver bandwidth exceeding 2.0 TB/s per memory stack—over 60% higher performance than the previous generation. Additionally, Micron’s HBM4 offers a 20% lower power consumption compared to the already industry-leading power performance on our HBM3E 12-high product, setting new benchmarks in power efficiency for this product category.\"", "reply_text": null, "parent_text": null, "quoted_text": "🚨 $MU Rosenblatt Securities Raises Micron’s Price Target to Street-High of $200, Reiterates Buy Rating\n\nOn June 26, Rosenblatt Securities raised the price target on MU from $172 to a Street-high of $200, reiterating a Buy rating on the stock.\n\nKevin Cassidy from Rosenblatt https://t.co/PNMxjB8jVW", "parent_author": null, "ret_m1d": 0.04991147535175533, "ret_signed_m1d": 0.04991147535175533, "alpha_spy_m1d": 0.05181612400215507, "alpha_c_m1d": 0.04230608650700507, "bench_spy_m1d": -0.0019046486503997428, "bench_c_m1d": 0.0076053888447502604, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.012646415130194155, "ret_signed_p1d": 0.012646415130194155, "alpha_spy_p1d": 0.016919726087889497, "alpha_c_p1d": -0.006560021527597604, "bench_spy_p1d": -0.004273310957695342, "bench_c_p1d": 0.01920643665779176, "ret_p1w": -0.0453586963348509, "ret_signed_p1w": -0.0453586963348509, "alpha_spy_p1w": -0.05169675942055951, "alpha_c_p1w": -0.06354875648807456, "bench_spy_p1w": 0.006338063085708612, "bench_c_p1w": 0.018190060153223664, "ret_p1m": 0.07705924886908444, "ret_signed_p1m": 0.07705924886908444, "alpha_spy_p1m": 0.04844250538369588, "alpha_c_p1m": 0.025257844095773585, "bench_spy_p1m": 0.028616743485388563, "bench_c_p1m": 0.051801404773310855, "ret_p3m": 0.6225481635604397, "ret_signed_p3m": 0.6225481635604397, "alpha_spy_p3m": 0.5453874728062822, "alpha_c_p3m": 0.41264361583081755, "bench_spy_p3m": 0.07716069075415755, "bench_c_p3m": 0.2099045477296222, "ret_p6m": 1.8984391511811607, "ret_signed_p6m": 1.8984391511811607, "alpha_spy_p6m": 1.7848559563375002, "alpha_c_p6m": 1.5356671996535114, "bench_spy_p6m": 0.11358319484366053, "bench_c_p6m": 0.3627719515276493, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.07705924886908444, "alpha_spy_stated": 0.04844250538369588, "alpha_c_stated": 0.025257844095773585, "price_path": [-0.416, -0.4205, -0.4205, -0.4378, -0.4086, -0.3857, -0.3479, -0.328, -0.3383, -0.3524, -0.3518, -0.3449, -0.3201, -0.3226, -0.3219, -0.3041, -0.2828, -0.2768, -0.2226, -0.1836, -0.1971, -0.196, -0.1745, -0.1691, -0.1737, -0.1927, -0.2012, -0.2135, -0.2135, -0.1882, -0.1899, -0.1846, -0.2044, -0.173, -0.1387, -0.1303, -0.1047, -0.0856, -0.0655, -0.0386, -0.0227, -0.0214, -0.0263, 0.0094, 0.0136, 0.0261, 0.0261, 0.0411, 0.0283, 0.0774, 0.0718, 0.0613, 0.0509, 0.0381, 0.0183, 0.0254, 0.0301, 0.0301, 0.011, 0.049, 0.0306, 0.0379, 0.0499, 0.0, 0.0126, -0.0184, -0.0451, -0.0356, -0.0454, -0.0792, -0.074, -0.058, -0.062, -0.0621, -0.0561, -0.0326, -0.0798, -0.1158, -0.0914, -0.0805, -0.0829, -0.0568, 0.0024, 0.0431, 0.0771, 0.0477, 0.0563, 0.0191, 0.0416, 0.029, -0.0118, -0.0238, -0.0078, -0.0185, -0.0178, -0.0073, 0.0286, 0.0034, 0.0034, -0.0011, 0.0009, 0.0472, 0.1076, 0.1083, 0.1402, 0.1803, 0.2695, 0.3256, 0.3302, 0.339, 0.3489, 0.4239, 0.372, 0.3879, 0.403, 0.3634, 0.3222, 0.3259, 0.3818, 0.4107, 0.5357, 0.5492, 0.5846, 0.611, 0.5665, 0.6581, 0.6225, 0.532, 0.6263, 0.5781, 0.6193, 0.7086, 0.7073, 0.7444, 0.7066, 0.6743, 0.7439, 0.8477, 0.8568, 0.8721, 0.9119, 0.8898, 0.8878, 0.98, 0.8394, 1.0036, 1.0106, 1.0072, 1.1369, 1.0341, 1.066, 0.999, 1.0823, 1.0412, 0.9277, 0.9059, 0.6988, 0.7494, 0.8891, 0.8942, 0.9425, 0.9425, 0.995, 1.0286, 1.0204, 0.9754, 0.9121, 1.0013, 1.0831, 1.1295, 1.2247, 1.1804, 1.0343, 1.0036, 0.9615, 0.9025, 1.0968, 1.2434, 1.3334, 1.3307, 1.4185, 1.4185, 1.4026, 1.4844, 1.4697, 1.4088, 1.4088, 1.662, 1.6344, 1.8984]}
{"unit_id": "orig:1962381580573495313", "ticker_idx": 0, "ts": "2025-09-01T05:06:42+00:00", "symbol": "VRT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Rebound incoming. AI revolution is just getting started.", "tweet_type": "prediction", "timeline": "weeks", "summary": "Bullish VRT: weekly chart approaching middle Bollinger Band, rebound expected; AI tailwind ongoing.", "resolved_tickers": ["VRT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "original", "lang": "en", "tweet_text": "🟦 $VRT (W) PINK-RED candles. Approaching the middle Bollinger Band. Rebound incoming. AI revolution is just getting started.\n\nLast three (W) BLUE candles yielded a return of 89%, 74% and 181% 💰\n\n230+ Weekly Smart Candles. Free Trial:\nhttps://t.co/ZQDP5HCFyq https://t.co/ClfvEtWCmC", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.028546063974707714, "ret_signed_m1d": 0.028546063974707714, "alpha_spy_m1d": 0.021080489499826438, "alpha_c_m1d": 0.01891536234332536, "bench_spy_m1d": 0.007465574474881276, "bench_c_m1d": 0.009630701631382355, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.012740914616668153, "ret_signed_p1d": 0.012740914616668153, "alpha_spy_p1d": 0.007321368453660382, "alpha_c_p1d": 0.017788671884143126, "bench_spy_p1d": 0.005419546163007771, "bench_c_p1d": -0.005047757267474973, "ret_p1w": 0.012660231478076822, "ret_signed_p1w": 0.012660231478076822, "alpha_spy_p1w": -0.003051912733184947, "alpha_c_p1w": 0.014719245881733567, "bench_spy_p1w": 0.01571214421126177, "bench_c_p1w": -0.002059014403656745, "ret_p1m": 0.3034072797378031, "ret_signed_p1m": 0.3034072797378031, "alpha_spy_p1m": 0.25650014338034843, "alpha_c_p1m": 0.27766713601946, "bench_spy_p1m": 0.04690713635745469, "bench_c_p1m": 0.0257401437183431, "ret_p3m": 0.4502679604053965, "ret_signed_p3m": 0.4502679604053965, "alpha_spy_p3m": 0.3799621944474021, "alpha_c_p3m": 0.42526158051980545, "bench_spy_p3m": 0.07030576595799443, "bench_c_p3m": 0.025006379885591068, "ret_p6m": 1.1156501022335434, "ret_signed_p6m": 1.1156501022335434, "alpha_spy_p6m": 1.0268506614889927, "alpha_c_p6m": 0.9405079226593194, "bench_spy_p6m": 0.0887994407445507, "bench_c_p6m": 0.17514217957422407, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.3034072797378031, "alpha_spy_stated": 0.25650014338034843, "alpha_c_stated": 0.27766713601946, "price_path": [-0.0954, -0.0701, -0.0972, -0.1256, -0.1085, -0.077, -0.1055, -0.061, -0.0597, -0.0398, -0.0398, -0.0441, -0.0602, -0.0136, -0.0191, -0.0017, 0.0254, 0.0355, -0.0119, 0.0026, 0.0309, 0.0309, 0.0181, 0.0152, 0.0352, -0.0265, -0.0057, 0.0057, 0.0271, 0.0112, 0.0573, 0.0407, 0.0177, 0.0103, 0.0498, 0.0553, 0.1085, 0.1495, 0.1507, 0.1626, 0.1741, 0.1418, 0.1306, 0.1189, 0.1269, 0.124, 0.1284, 0.1276, 0.1589, 0.108, 0.0686, 0.0731, 0.0942, 0.0406, 0.0285, 0.0207, 0.0158, 0.0081, 0.0316, 0.0427, 0.0824, 0.0285, 0.0285, 0.0, 0.0127, 0.0136, -0.0001, -0.0177, 0.0127, 0.1027, 0.0943, 0.0873, 0.1152, 0.1022, 0.1037, 0.1451, 0.1583, 0.2257, 0.1503, 0.1423, 0.1274, 0.1181, 0.156, 0.2169, 0.3034, 0.3038, 0.2922, 0.3132, 0.2815, 0.3501, 0.3622, 0.3633, 0.4438, 0.4128, 0.456, 0.4343, 0.4035, 0.4175, 0.41, 0.3841, 0.4777, 0.5008, 0.556, 0.5372, 0.6073, 0.5629, 0.5556, 0.5439, 0.4585, 0.5383, 0.4763, 0.4503, 0.5151, 0.4442, 0.3984, 0.3199, 0.3791, 0.3442, 0.3298, 0.3765, 0.2874, 0.2892, 0.3625, 0.3683, 0.3881, 0.3881, 0.4503, 0.4462, 0.4598, 0.4434, 0.4729, 0.5252, 0.4977, 0.4394, 0.4671, 0.4416, 0.3013, 0.3051, 0.2964, 0.209, 0.2458, 0.2896, 0.3415, 0.3416, 0.3465, 0.3465, 0.3522, 0.3364, 0.3261, 0.3073, 0.3073, 0.417, 0.4036, 0.4117, 0.3842, 0.2974, 0.32, 0.372, 0.3937, 0.3787, 0.3923, 0.4277, 0.4277, 0.4136, 0.4643, 0.4615, 0.4725, 0.4624, 0.5268, 0.5635, 0.5743, 0.5023, 0.5332, 0.5343, 0.4731, 0.4343, 0.5782, 0.63, 0.6108, 1.0053, 0.9084, 0.8925, 0.8925, 0.9651, 0.9625, 0.9613, 0.9669, 0.9803, 1.0427, 1.1157]}
{"unit_id": "quote:1950039720404128040", "ticker_idx": 0, "ts": "2025-07-29T03:44:33+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Palantir has become the GOLD standard for the AI & Software industry. Many earnings calls across software industry mention Palantir, over and over again. Palantir the Goat🐐", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish PLTR as the gold standard for AI/software, repeatedly cited across industry earnings calls.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "🪙 $PLTR It's becoming increasingly clear that Palantir has become the GOLD standard for the AI & Software industry. Many earnings calls across software industry mention Palantir, over and over again.\n\nPalantir the Goat🐐", "reply_text": null, "parent_text": null, "quoted_text": "🔥 $PLTR During Intellect Design Arena's earnings call, Palantir was mentioned 15 times, a strong desire to associate with Palantir.\n\n\"We are not replacing Palantir right now. I think we are too young a player to fight that battle. It's a $300 billion company Palantir. So we will https://t.co/CslwzXgQs3", "parent_author": null, "ret_m1d": 0.010496667511447288, "ret_signed_m1d": 0.010496667511447288, "alpha_spy_m1d": 0.00785203016356073, "alpha_c_m1d": 0.00785203016356073, "bench_spy_m1d": 0.002644637347886558, "bench_c_m1d": 0.002644637347886558, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.015168939028814776, "ret_signed_p1d": 0.015168939028814776, "alpha_spy_p1d": 0.016428308650398682, "alpha_c_p1d": 0.016428308650398682, "bench_spy_p1d": -0.0012593696215839056, "bench_c_p1d": -0.0012593696215839056, "ret_p1w": 0.10899896428921974, "ret_signed_p1w": 0.10899896428921974, "alpha_spy_p1w": 0.12047473196408476, "alpha_c_p1w": 0.12047473196408476, "bench_spy_p1w": -0.011475767674865023, "bench_c_p1w": -0.011475767674865023, "ret_p1m": 0.0030721691670707596, "ret_signed_p1m": 0.0030721691670707596, "alpha_spy_p1m": -0.014826053289634489, "alpha_c_p1m": -0.014826053289634489, "bench_spy_p1m": 0.01789822245670525, "bench_c_p1m": 0.01789822245670525, "ret_p3m": 0.18170761899320698, "ret_signed_p3m": 0.18170761899320698, "alpha_spy_p3m": 0.112652994273017, "alpha_c_p3m": 0.112652994273017, "bench_spy_p3m": 0.06905462472018997, "bench_c_p3m": 0.06905462472018997, "ret_p6m": 0.0581796980177931, "ret_signed_p6m": 0.0581796980177931, "alpha_spy_p6m": -0.02693684370115701, "alpha_c_p6m": -0.02693684370115701, "bench_spy_p6m": 0.08511654171895011, "bench_c_p6m": 0.08511654171895011, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.0030721691670707596, "alpha_spy_stated": -0.014826053289634489, "alpha_c_stated": -0.014826053289634489, "price_path": [-0.2563, -0.2046, -0.2078, -0.3033, -0.2929, -0.2374, -0.2492, -0.2418, -0.1801, -0.1668, -0.18, -0.171, -0.1914, -0.1962, -0.2282, -0.2173, -0.2108, -0.2108, -0.2103, -0.2079, -0.2171, -0.1566, -0.1549, -0.1477, -0.1679, -0.2325, -0.1825, -0.1548, -0.15, -0.127, -0.1347, -0.1206, -0.0949, -0.1155, -0.1042, -0.1042, -0.1212, -0.1045, -0.0833, -0.0854, -0.0767, -0.1632, -0.1275, -0.1636, -0.1544, -0.14, -0.14, -0.1096, -0.1058, -0.0839, -0.0879, -0.0905, -0.0454, -0.049, -0.0341, -0.0144, -0.0174, -0.0285, -0.0459, -0.0103, -0.0088, 0.0164, 0.0105, 0.0, 0.0152, 0.0135, -0.0126, 0.0283, 0.109, 0.1491, 0.1662, 0.1966, 0.1692, 0.1967, 0.18, 0.1586, 0.134, 0.1139, 0.0097, -0.0015, -0.0004, 0.016, 0.006, 0.0296, 0.0031, 0.012, 0.003, 0.003, 0.0054, -0.0086, -0.0006, -0.02, -0.0009, 0.0392, 0.0672, 0.052, 0.0972, 0.0958, 0.0897, 0.0774, 0.1327, 0.1674, 0.1478, 0.1684, 0.1493, 0.1464, 0.1365, 0.1448, 0.1676, 0.1838, 0.1972, 0.1077, 0.1491, 0.166, 0.1749, 0.1871, 0.1229, 0.1342, 0.1504, 0.1496, 0.14, 0.1402, 0.1623, 0.1617, 0.1232, 0.1551, 0.1817, 0.2108, 0.2135, 0.2725, 0.2452, 0.2831, 0.326, 0.2208, 0.2026, 0.1204, 0.1388, 0.2392, 0.2222, 0.1788, 0.1018, 0.1137, 0.0961, 0.071, 0.0588, -0.0032, -0.0089, 0.0385, 0.0468, 0.061, 0.061, 0.0781, 0.072, 0.0925, 0.127, 0.1388, 0.1633, 0.1616, 0.1639, 0.2027, 0.2003, 0.1749, 0.1729, 0.2017, 0.1347, 0.1885, 0.2377, 0.2416, 0.2425, 0.2428, 0.2428, 0.2078, 0.1788, 0.1575, 0.1377, 0.1377, 0.0744, 0.1139, 0.1502, 0.1628, 0.132, 0.136, 0.1483, 0.1454, 0.1418, 0.1333, 0.0942, 0.0942, 0.0787, 0.0582]}
{"unit_id": "quote:1952488312616464613", "ticker_idx": 0, "ts": "2025-08-04T21:54:23+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "🐐 $PLTR Alex Karp during Earnings", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Shares Palantir CEO's bullish earnings quote with a goat emoji, endorsing durable strength.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "🐐 $PLTR Alex Karp during Earnings\n\n\"This is a once in a generation truly anomalous quarter and we're very proud and we're sorry that our haters are disappointed but there are many more quarters to be disappointed, and we're working on that too.\" https://t.co/67y7Uy7ul0", "reply_text": null, "parent_text": null, "quoted_text": "$PLTR valuation makes ZERO sense \n\nBut then why do institutions keep buying it?\nWhat do they know that you don't?\n\nI work in BIG DATA analytics and let me share the secrets of Palantir in the most basic way\n\nPalantir has monopoly on Automated Governance, serving as the ultimate https://t.co/XGLRmO7rq8", "parent_author": null, "ret_m1d": -0.07277659317490859, "ret_signed_m1d": -0.07277659317490859, "alpha_spy_m1d": -0.07787245342598992, "alpha_c_m1d": -0.07787245342598992, "bench_spy_m1d": 0.00509586025108133, "bench_c_m1d": 0.00509586025108133, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03618623454185732, "ret_signed_p1d": 0.03618623454185732, "alpha_spy_p1d": 0.028526475072750523, "alpha_c_p1d": 0.028526475072750523, "bench_spy_p1d": 0.007659759469106797, "bench_c_p1d": 0.007659759469106797, "ret_p1w": 0.07906733196993199, "ret_signed_p1w": 0.07906733196993199, "alpha_spy_p1w": 0.05562657135763471, "alpha_c_p1w": 0.05562657135763471, "bench_spy_p1w": 0.023440760612297273, "bench_c_p1w": 0.023440760612297273, "ret_p1m": -0.10601956439667637, "ret_signed_p1m": -0.10601956439667637, "alpha_spy_p1m": -0.13113231355996957, "alpha_c_p1m": -0.13113231355996957, "bench_spy_p1m": 0.025112749163293202, "bench_c_p1m": 0.025112749163293202, "ret_p3m": 0.15698041367547466, "ret_signed_p3m": 0.15698041367547466, "alpha_spy_p3m": 0.06783425697416057, "alpha_c_p3m": 0.06783425697416057, "bench_spy_p3m": 0.0891461567013141, "bench_c_p3m": 0.0891461567013141, "ret_p6m": -0.09187971245104654, "ret_signed_p6m": -0.09187971245104654, "alpha_spy_p6m": -0.2056409722581577, "alpha_c_p6m": -0.2056409722581577, "bench_spy_p6m": 0.11376125980711116, "bench_c_p6m": 0.11376125980711116, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.10601956439667637, "alpha_spy_stated": -0.13113231355996957, "alpha_c_stated": -0.13113231355996957, "price_path": [-0.3123, -0.323, -0.3163, -0.2607, -0.2487, -0.2606, -0.2525, -0.2709, -0.2752, -0.3041, -0.2942, -0.2883, -0.2883, -0.2879, -0.2857, -0.294, -0.2395, -0.238, -0.2314, -0.2497, -0.308, -0.2629, -0.2378, -0.2335, -0.2128, -0.2198, -0.207, -0.1839, -0.2024, -0.1922, -0.1922, -0.2076, -0.1925, -0.1734, -0.1753, -0.1675, -0.2455, -0.2133, -0.2458, -0.2375, -0.2246, -0.2246, -0.1971, -0.1937, -0.1739, -0.1776, -0.1799, -0.1392, -0.1425, -0.129, -0.1113, -0.114, -0.124, -0.1397, -0.1076, -0.1063, -0.0835, -0.0888, -0.0983, -0.0846, -0.0861, -0.1097, -0.0728, 0.0, 0.0362, 0.0515, 0.079, 0.0543, 0.0791, 0.0641, 0.0447, 0.0225, 0.0044, -0.0896, -0.0996, -0.0986, -0.0839, -0.0929, -0.0716, -0.0955, -0.0874, -0.0956, -0.0956, -0.0934, -0.106, -0.0989, -0.1164, -0.0991, -0.063, -0.0377, -0.0514, -0.0106, -0.0119, -0.0174, -0.0285, 0.0214, 0.0526, 0.035, 0.0536, 0.0363, 0.0338, 0.0248, 0.0323, 0.0528, 0.0674, 0.0795, -0.0012, 0.0361, 0.0514, 0.0594, 0.0704, 0.0125, 0.0227, 0.0373, 0.0366, 0.028, 0.0282, 0.048, 0.0476, 0.0128, 0.0416, 0.0656, 0.0918, 0.0942, 0.1474, 0.1228, 0.157, 0.1957, 0.1008, 0.0844, 0.0103, 0.0269, 0.1174, 0.1021, 0.0629, -0.0065, 0.0043, -0.0117, -0.0343, -0.0453, -0.1011, -0.1063, -0.0636, -0.0561, -0.0433, -0.0433, -0.0278, -0.0334, -0.0149, 0.0162, 0.0268, 0.049, 0.0474, 0.0495, 0.0845, 0.0824, 0.0594, 0.0576, 0.0836, 0.0232, 0.0717, 0.1161, 0.1195, 0.1204, 0.1206, 0.1206, 0.0891, 0.063, 0.0437, 0.0259, 0.0259, -0.0312, 0.0044, 0.0372, 0.0485, 0.0207, 0.0244, 0.0354, 0.0328, 0.0296, 0.0219, -0.0133, -0.0133, -0.0274, -0.0458, -0.0425, -0.0212, -0.0335, -0.0437, -0.0919]}
{"unit_id": "quote:1950981673031766074", "ticker_idx": 0, "ts": "2025-07-31T18:07:32+00:00", "symbol": "RDDT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Me? I am holding!", "tweet_type": "position_disclosure", "timeline": "days", "summary": "Holding RDDT long into earnings despite the run-up; bullish into the print.", "resolved_tickers": ["RDDT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "quote", "lang": "en", "tweet_text": "🟦 $RDDT Attempting an upper Bollinger Band climb with bullish sentiment ahead of earnings this afternoon. It was up as much as 9% today.\n\nThose with low conviction should consider trimming. Me? I am holding!\n\n230+ Daily Blue Candle Alerts. Free Trial:\nhttps://t.co/XLFioz4ScQ https://t.co/M3ODjDLSUn", "reply_text": null, "parent_text": null, "quoted_text": "🟨 $RDDT Confined in the structure with (W) Trim Candles. Earnings next Thursday. (D) Candles rose above the middle Bollinger Band. Looking Constructive.\n\n230+ Daily BLUE Candle Alerts. Free Trial: https://t.co/ZQDP5HCFyq https://t.co/VxD4X2VlUU", "parent_author": null, "ret_m1d": -0.07011641299962579, "ret_signed_m1d": -0.07011641299962579, "alpha_spy_m1d": -0.07388170136793482, "alpha_c_m1d": -0.06117857751972455, "bench_spy_m1d": 0.0037652883683090277, "bench_c_m1d": -0.008937835479901235, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.17466843322381664, "ret_signed_p1d": 0.17466843322381664, "alpha_spy_p1d": 0.19105885084512408, "alpha_c_p1d": 0.1866785687355802, "bench_spy_p1d": -0.01639041762130744, "bench_c_p1d": -0.012010135511763553, "ret_p1w": 0.3190112220847008, "ret_signed_p1w": 0.3190112220847008, "alpha_spy_p1w": 0.31874244028524124, "alpha_c_p1w": 0.32031477030498057, "bench_spy_p1w": 0.00026878179945954983, "bench_c_p1w": -0.0013035482202797821, "ret_p1m": 0.4015817109645694, "ret_signed_p1m": 0.4015817109645694, "alpha_spy_p1m": 0.38106222692018155, "alpha_c_p1m": 0.3645276119872549, "bench_spy_p1m": 0.02051948404438786, "bench_c_p1m": 0.03705409897731449, "ret_p3m": 0.326172277709017, "ret_signed_p3m": 0.326172277709017, "alpha_spy_p3m": 0.2361760668196735, "alpha_c_p3m": 0.23701329071357202, "bench_spy_p3m": 0.08999621088934351, "bench_c_p3m": 0.089158986995445, "ret_p6m": 0.3629740947392286, "ret_signed_p6m": 0.3629740947392286, "alpha_spy_p6m": 0.26630432368996715, "alpha_c_p6m": 0.2667273699724597, "bench_spy_p6m": 0.09666977104926144, "bench_c_p6m": 0.09624672476676888, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": 0.3190112220847008, "alpha_spy_stated": 0.31874244028524124, "alpha_c_stated": 0.32031477030498057, "price_path": [-0.2756, -0.3151, -0.3429, -0.3285, -0.3246, -0.3075, -0.2973, -0.2196, -0.2927, -0.2949, -0.3275, -0.3422, -0.4031, -0.3878, -0.3726, -0.3726, -0.3485, -0.3435, -0.3211, -0.3004, -0.3019, -0.3097, -0.2639, -0.3011, -0.2447, -0.2681, -0.2709, -0.2837, -0.2764, -0.2641, -0.2141, -0.1666, -0.121, -0.121, -0.1335, -0.1647, -0.1233, -0.1178, -0.1036, -0.1095, -0.0624, -0.0521, -0.0078, -0.0222, -0.0222, -0.045, -0.0911, -0.093, -0.1095, -0.0934, -0.0885, -0.0983, -0.1014, -0.1125, -0.0769, -0.089, -0.0921, -0.0902, -0.0776, -0.0681, -0.056, -0.098, -0.0701, 0.0, 0.1747, 0.2564, 0.2397, 0.3252, 0.319, 0.3416, 0.3746, 0.395, 0.4619, 0.5161, 0.535, 0.5054, 0.4209, 0.3598, 0.3615, 0.3532, 0.3683, 0.3664, 0.3145, 0.4044, 0.4016, 0.4016, 0.3703, 0.3895, 0.4454, 0.4945, 0.4321, 0.4957, 0.613, 0.6224, 0.5835, 0.6417, 0.6605, 0.6593, 0.6857, 0.6469, 0.6038, 0.4786, 0.4677, 0.4493, 0.4952, 0.5068, 0.4322, 0.2616, 0.2511, 0.2902, 0.268, 0.2823, 0.2597, 0.3183, 0.2364, 0.2683, 0.2227, 0.2501, 0.239, 0.214, 0.2609, 0.281, 0.227, 0.2505, 0.3338, 0.3652, 0.3262, 0.3125, 0.2107, 0.3011, 0.2764, 0.1693, 0.2222, 0.1435, 0.2117, 0.2715, 0.2965, 0.263, 0.1795, 0.2037, 0.1679, 0.1563, 0.1693, 0.1326, 0.1425, 0.2143, 0.3605, 0.2925, 0.2925, 0.348, 0.3911, 0.3871, 0.3752, 0.3871, 0.4578, 0.4755, 0.4703, 0.4827, 0.4543, 0.3997, 0.3606, 0.3949, 0.4157, 0.4406, 0.4521, 0.4518, 0.4062, 0.4064, 0.4064, 0.4059, 0.4612, 0.4531, 0.4314, 0.4314, 0.5063, 0.5197, 0.5805, 0.591, 0.5814, 0.5229, 0.5195, 0.6124, 0.5716, 0.4244, 0.4385, 0.4385, 0.4033, 0.3085, 0.3359, 0.363]}
{"unit_id": "quote:1932652203703144742", "ticker_idx": 0, "ts": "2025-06-11T04:12:46+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$HIMS SHORT INTEREST IS 60,880,774 SHARES (31.3%) AND THEY ARE ABOUT TO BE F**K*D", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish HIMS: massive European customer acquisition + 31% short interest sets up a short squeeze.", "resolved_tickers": ["HIMS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - Specialty & Generic", "unit_kind": "quote", "lang": "en", "tweet_text": "$HIMS SHORT INTEREST IS 60,880,774 SHARES (31.3%)\n\nAND THEY ARE ABOUT TO BE F**K*D https://t.co/bOqragdOma", "reply_text": null, "parent_text": null, "quoted_text": "$HIMS JUST ACQUIRED OVER 1 MILLION CUSTOMERS OVERNIGHT 🔥\n\nBest Trade Ever\n\n\"The acquisition of Zava will bring over a million customers in the European market and launch it for the first time in Germany, France and Ireland. The acquisition will also expand Hims & Hers’ presence https://t.co/0PYzjqRVRK", "parent_author": null, "ret_m1d": -0.04013205903714423, "ret_signed_m1d": -0.04013205903714423, "alpha_spy_m1d": -0.04299239721802228, "alpha_c_m1d": -0.04299239721802228, "bench_spy_m1d": 0.0028603381808780526, "bench_c_m1d": 0.0028603381808780526, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.007122999263901253, "ret_signed_p1d": -0.007122999263901253, "alpha_spy_p1d": -0.01109727505521585, "alpha_c_p1d": -0.01109727505521585, "bench_spy_p1d": 0.0039742757913145965, "bench_c_p1d": 0.0039742757913145965, "ret_p1w": 0.0609798165008717, "ret_signed_p1w": 0.0609798165008717, "alpha_spy_p1w": 0.06749825045465341, "alpha_c_p1w": 0.06749825045465341, "bench_spy_p1w": -0.00651843395378171, "bench_c_p1w": -0.00651843395378171, "ret_p1m": -0.12665046458650797, "ret_signed_p1m": -0.12665046458650797, "alpha_spy_p1m": -0.1704015658645669, "alpha_c_p1m": -0.1704015658645669, "bench_spy_p1m": 0.043751101278058924, "bench_c_p1m": 0.043751101278058924, "ret_p3m": -0.13759558364634816, "ret_signed_p3m": -0.13759558364634816, "alpha_spy_p3m": -0.21972293173584678, "alpha_c_p3m": -0.21972293173584678, "bench_spy_p3m": 0.08212734808949862, "bench_c_p3m": 0.08212734808949862, "ret_p6m": -0.30472551245744506, "ret_signed_p6m": -0.30472551245744506, "alpha_spy_p6m": -0.4493250712875132, "alpha_c_p6m": -0.4493250712875132, "bench_spy_p6m": 0.14459955883006814, "bench_c_p6m": 0.14459955883006814, "ret_p1y": -0.5456914698639255, "ret_signed_p1y": -0.5456914698639255, "alpha_spy_p1y": -0.8180607944737643, "alpha_c_p1y": -0.8180607944737643, "bench_spy_p1y": 0.27236932460983887, "bench_c_p1y": 0.27236932460983887, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.12665046458650797, "alpha_spy_stated": -0.1704015658645669, "alpha_c_stated": -0.1704015658645669, "price_path": [-0.4243, -0.3973, -0.4529, -0.4114, -0.4289, -0.3963, -0.3501, -0.3565, -0.4204, -0.4454, -0.4937, -0.4866, -0.4606, -0.4576, -0.5137, -0.5485, -0.5175, -0.5466, -0.4877, -0.5342, -0.5269, -0.5082, -0.4882, -0.5318, -0.5269, -0.5269, -0.5511, -0.5596, -0.536, -0.5111, -0.512, -0.5052, -0.3912, -0.4249, -0.3718, -0.2908, -0.2724, -0.1405, -0.0905, -0.107, -0.0973, -0.0408, 0.1119, 0.0618, 0.0177, 0.1232, 0.083, 0.0634, 0.0076, -0.0702, -0.0474, -0.0474, -0.073, -0.0733, -0.0896, -0.0174, -0.0137, -0.0492, -0.0686, -0.0832, -0.0214, -0.0122, -0.0401, 0.0, -0.0071, -0.0361, 0.0386, 0.0292, 0.061, 0.061, 0.1157, -0.2707, -0.2538, -0.2806, -0.196, -0.1416, -0.1339, -0.1668, -0.1755, -0.1664, -0.1664, -0.1588, -0.1494, -0.1098, -0.1267, -0.168, -0.0961, -0.1233, -0.0992, -0.1315, -0.1247, -0.173, -0.1312, 0.008, -0.0042, 0.0016, 0.0195, 0.0471, 0.1385, 0.1498, 0.0867, 0.1006, -0.0354, -0.1117, -0.1131, -0.0976, -0.1317, -0.1668, -0.1604, -0.1812, -0.2005, -0.2165, -0.2672, -0.2464, -0.2363, -0.2257, -0.2531, -0.2121, -0.2354, -0.2335, -0.2642, -0.2642, -0.2785, -0.2276, -0.1642, -0.159, -0.1376, -0.1697, -0.1699, -0.1008, -0.0358, -0.0625, -0.1159, -0.1253, -0.0236, 0.0045, 0.0024, -0.0271, -0.0749, -0.0467, 0.0146, 0.0271, -0.0146, -0.0217, 0.0054, -0.0872, -0.0486, 0.0071, 0.0106, 0.012, -0.0627, -0.0492, -0.0615, 0.0903, 0.0276, -0.1352, -0.1077, -0.1425, -0.1755, -0.1576, -0.1525, -0.1621, -0.1814, -0.1899, -0.2345, -0.2102, -0.2288, -0.2566, -0.2403, -0.2787, -0.2872, -0.2868, -0.3094, -0.3221, -0.3737, -0.3575, -0.3819, -0.37, -0.3775, -0.4159, -0.397, -0.3436, -0.3556, -0.3329, -0.3329, -0.3092, -0.3483, -0.3692, -0.356, -0.3047]}
{"unit_id": "quote:1942360011671494951", "ticker_idx": 0, "ts": "2025-07-07T23:08:08+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The supply void created by Samsung's inability to qual HBM3E with $NVDA will be fulfilled by $MU's cutting edge HBM3E", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish MU as the beneficiary filling Samsung's HBM3E supply void with Nvidia.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "The supply void created by Samsung's inability to qual HBM3E with $NVDA will be fulfilled by $MU's cutting edge HBM3E.", "reply_text": null, "parent_text": null, "quoted_text": "Samsung's profit shrank more than expected after encountering hiccups in plans to sell cutting-edge AI memory to Nvidia https://t.co/Ye0Va84Adx", "parent_author": null, "ret_m1d": -0.036167795224727795, "ret_signed_m1d": -0.036167795224727795, "alpha_spy_m1d": -0.036715731163575405, "alpha_c_m1d": -0.023045160101887285, "bench_spy_m1d": 0.0005479359388476102, "bench_c_m1d": -0.01312263512284051, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.017521240793844428, "ret_signed_p1d": -0.017521240793844428, "alpha_spy_p1d": -0.023517697315605157, "alpha_c_p1d": -0.024364785882594053, "bench_spy_p1d": 0.005996456521760729, "bench_c_p1d": 0.006843545088749625, "ret_p1w": -0.03464074615448243, "ret_signed_p1w": -0.03464074615448243, "alpha_spy_p1w": -0.037542180357901245, "alpha_c_p1w": -0.060462594117914215, "bench_spy_p1w": 0.002901434203418818, "bench_c_p1w": 0.025821847963431788, "ret_p1m": -0.12570327496665668, "ret_signed_p1m": -0.12570327496665668, "alpha_spy_p1m": -0.14575665594428666, "alpha_c_p1m": -0.13677985500615675, "bench_spy_p1m": 0.020053380977629987, "bench_c_p1m": 0.011076580039500072, "ret_p3m": 0.5105901992152095, "ret_signed_p3m": 0.5105901992152095, "alpha_spy_p3m": 0.42882001198386765, "alpha_c_p3m": 0.32292277004287206, "bench_spy_p3m": 0.08177018723134188, "bench_c_p3m": 0.18766742917233747, "ret_p6m": 1.2962878037064915, "ret_signed_p6m": 1.2962878037064915, "alpha_spy_p6m": 1.1907149331011457, "alpha_c_p6m": 1.021945476996191, "bench_spy_p6m": 0.10557287060534581, "bench_c_p6m": 0.27434232671030045, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.12570327496665668, "alpha_spy_stated": -0.14575665594428666, "alpha_c_stated": -0.13677985500615675, "price_path": [-0.4375, -0.4415, -0.4297, -0.4296, -0.4433, -0.4476, -0.4476, -0.4641, -0.4362, -0.4144, -0.3783, -0.3594, -0.3692, -0.3827, -0.3821, -0.3755, -0.3518, -0.3542, -0.3535, -0.3366, -0.3163, -0.3106, -0.2589, -0.2217, -0.2346, -0.2336, -0.2131, -0.2079, -0.2123, -0.2304, -0.2385, -0.2503, -0.2503, -0.2261, -0.2277, -0.2227, -0.2415, -0.2116, -0.179, -0.1709, -0.1465, -0.1283, -0.1091, -0.0835, -0.0683, -0.0671, -0.0718, -0.0377, -0.0337, -0.0218, -0.0218, -0.0075, -0.0197, 0.0271, 0.0218, 0.0117, 0.0018, -0.0103, -0.0293, -0.0225, -0.018, -0.018, -0.0362, 0.0, -0.0175, -0.0105, 0.0009, -0.0467, -0.0346, -0.0642, -0.0897, -0.0806, -0.0899, -0.1222, -0.1173, -0.102, -0.1058, -0.1059, -0.1001, -0.0778, -0.1228, -0.157, -0.1338, -0.1235, -0.1257, -0.1009, -0.0444, -0.0056, 0.0268, -0.0012, 0.007, -0.0285, -0.007, -0.019, -0.0579, -0.0694, -0.0542, -0.0643, -0.0637, -0.0536, -0.0195, -0.0435, -0.0435, -0.0477, -0.0458, -0.0017, 0.0559, 0.0566, 0.087, 0.1252, 0.2102, 0.2637, 0.268, 0.2765, 0.2859, 0.3574, 0.3079, 0.3231, 0.3375, 0.2997, 0.2605, 0.264, 0.3173, 0.3448, 0.464, 0.4769, 0.5106, 0.5358, 0.4934, 0.5806, 0.5468, 0.4605, 0.5503, 0.5044, 0.5436, 0.6288, 0.6276, 0.6629, 0.6269, 0.5962, 0.6624, 0.7614, 0.7701, 0.7847, 0.8226, 0.8016, 0.7996, 0.8875, 0.7535, 0.9101, 0.9167, 0.9134, 1.0371, 0.9391, 0.9696, 0.9056, 0.9851, 0.9458, 0.8377, 0.8169, 0.6195, 0.6677, 0.8009, 0.8057, 0.8518, 0.8518, 0.9018, 0.9339, 0.9261, 0.8832, 0.8228, 0.9078, 0.9858, 1.03, 1.1208, 1.0786, 0.9393, 0.9101, 0.8699, 0.8137, 0.9989, 1.1386, 1.2244, 1.2219, 1.3056, 1.3056, 1.2904, 1.3684, 1.3544, 1.2963]}
{"unit_id": "quote:1952757392967664006", "ticker_idx": 0, "ts": "2025-08-05T15:43:37+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "🔥 $PLTR PT $200", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Endorses $200 PT raise on PLTR on AI hyper-growth demand and off-the-charts commercial growth.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "und", "tweet_text": "🔥 $PLTR PT $200", "reply_text": null, "parent_text": null, "quoted_text": "Raising PT on Palantir to $200 reflecting continued hyper growth demand for the company’s AI product suite with the use case era of the AI Revolution now here.  Commercial growth is off the charts and speaks to this unique value PLTR brings to the table with AI Revolution 🏆🔥🐂", "parent_author": null, "ret_m1d": -0.07277659317490859, "ret_signed_m1d": -0.07277659317490859, "alpha_spy_m1d": -0.07787245342598992, "alpha_c_m1d": -0.07787245342598992, "bench_spy_m1d": 0.00509586025108133, "bench_c_m1d": 0.00509586025108133, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03618623454185732, "ret_signed_p1d": 0.03618623454185732, "alpha_spy_p1d": 0.028526475072750523, "alpha_c_p1d": 0.028526475072750523, "bench_spy_p1d": 0.007659759469106797, "bench_c_p1d": 0.007659759469106797, "ret_p1w": 0.07906733196993199, "ret_signed_p1w": 0.07906733196993199, "alpha_spy_p1w": 0.05562657135763471, "alpha_c_p1w": 0.05562657135763471, "bench_spy_p1w": 0.023440760612297273, "bench_c_p1w": 0.023440760612297273, "ret_p1m": -0.10601956439667637, "ret_signed_p1m": -0.10601956439667637, "alpha_spy_p1m": -0.13113231355996957, "alpha_c_p1m": -0.13113231355996957, "bench_spy_p1m": 0.025112749163293202, "bench_c_p1m": 0.025112749163293202, "ret_p3m": 0.15698041367547466, "ret_signed_p3m": 0.15698041367547466, "alpha_spy_p3m": 0.06783425697416057, "alpha_c_p3m": 0.06783425697416057, "bench_spy_p3m": 0.0891461567013141, "bench_c_p3m": 0.0891461567013141, "ret_p6m": -0.09187971245104654, "ret_signed_p6m": -0.09187971245104654, "alpha_spy_p6m": -0.2056409722581577, "alpha_c_p6m": -0.2056409722581577, "bench_spy_p6m": 0.11376125980711116, "bench_c_p6m": 0.11376125980711116, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.10601956439667637, "alpha_spy_stated": -0.13113231355996957, "alpha_c_stated": -0.13113231355996957, "price_path": [-0.3123, -0.323, -0.3163, -0.2607, -0.2487, -0.2606, -0.2525, -0.2709, -0.2752, -0.3041, -0.2942, -0.2883, -0.2883, -0.2879, -0.2857, -0.294, -0.2395, -0.238, -0.2314, -0.2497, -0.308, -0.2629, -0.2378, -0.2335, -0.2128, -0.2198, -0.207, -0.1839, -0.2024, -0.1922, -0.1922, -0.2076, -0.1925, -0.1734, -0.1753, -0.1675, -0.2455, -0.2133, -0.2458, -0.2375, -0.2246, -0.2246, -0.1971, -0.1937, -0.1739, -0.1776, -0.1799, -0.1392, -0.1425, -0.129, -0.1113, -0.114, -0.124, -0.1397, -0.1076, -0.1063, -0.0835, -0.0888, -0.0983, -0.0846, -0.0861, -0.1097, -0.0728, 0.0, 0.0362, 0.0515, 0.079, 0.0543, 0.0791, 0.0641, 0.0447, 0.0225, 0.0044, -0.0896, -0.0996, -0.0986, -0.0839, -0.0929, -0.0716, -0.0955, -0.0874, -0.0956, -0.0956, -0.0934, -0.106, -0.0989, -0.1164, -0.0991, -0.063, -0.0377, -0.0514, -0.0106, -0.0119, -0.0174, -0.0285, 0.0214, 0.0526, 0.035, 0.0536, 0.0363, 0.0338, 0.0248, 0.0323, 0.0528, 0.0674, 0.0795, -0.0012, 0.0361, 0.0514, 0.0594, 0.0704, 0.0125, 0.0227, 0.0373, 0.0366, 0.028, 0.0282, 0.048, 0.0476, 0.0128, 0.0416, 0.0656, 0.0918, 0.0942, 0.1474, 0.1228, 0.157, 0.1957, 0.1008, 0.0844, 0.0103, 0.0269, 0.1174, 0.1021, 0.0629, -0.0065, 0.0043, -0.0117, -0.0343, -0.0453, -0.1011, -0.1063, -0.0636, -0.0561, -0.0433, -0.0433, -0.0278, -0.0334, -0.0149, 0.0162, 0.0268, 0.049, 0.0474, 0.0495, 0.0845, 0.0824, 0.0594, 0.0576, 0.0836, 0.0232, 0.0717, 0.1161, 0.1195, 0.1204, 0.1206, 0.1206, 0.0891, 0.063, 0.0437, 0.0259, 0.0259, -0.0312, 0.0044, 0.0372, 0.0485, 0.0207, 0.0244, 0.0354, 0.0328, 0.0296, 0.0219, -0.0133, -0.0133, -0.0274, -0.0458, -0.0425, -0.0212, -0.0335, -0.0437, -0.0919]}
{"unit_id": "reply:1935879072120553523", "ticker_idx": 0, "ts": "2025-06-20T01:55:12+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "AI & HBM is gonna make $MU. I am waiting for the market to realize that. I think therr is at least 30-40% upside.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long MU on AI/HBM tailwinds; sees 30-40% upside as market hasn't yet priced it in.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@SethBRKV AI & HBM is gonna make $MU. I am waiting for the market to realize that. I think therr is at least 30-40% upside. We'll see.", "reply_text": null, "parent_text": "@TradexWhisperer Additional issue: it's a value company, not a hot thing. \nNo palantiring or himsing expected. \nThe same issue with ASML and TSMC\nI think", "quoted_text": null, "parent_author": "SethBRKV", "ret_m1d": -0.014401292726255455, "ret_signed_m1d": -0.014401292726255455, "alpha_spy_m1d": -0.01675539913622648, "alpha_c_m1d": -0.023315119849808386, "bench_spy_m1d": 0.002354106409971024, "bench_c_m1d": 0.008913827123552931, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.01229769209679632, "ret_signed_p1d": -0.01229769209679632, "alpha_spy_p1d": -0.02217507399401919, "alpha_c_p1d": -0.01863732318907596, "bench_spy_p1d": 0.00987738189722287, "bench_c_p1d": 0.006339631092279641, "ret_p1w": 0.009385147569768382, "ret_signed_p1w": 0.009385147569768382, "alpha_spy_p1w": -0.025329147297480148, "alpha_c_p1w": -0.06035020635336941, "bench_spy_p1w": 0.03471429486724853, "bench_c_p1w": 0.06973535392313779, "ret_p1m": -0.08303728053282144, "ret_signed_p1m": -0.08303728053282144, "alpha_spy_p1m": -0.1410739474795164, "alpha_c_p1m": -0.1992243699858396, "bench_spy_p1m": 0.05803666694669496, "bench_c_p1m": 0.11618708945301814, "ret_p3m": 0.2956359537138562, "ret_signed_p3m": 0.2956359537138562, "alpha_spy_p3m": 0.1864281577690874, "alpha_c_p3m": 0.12281537538894916, "bench_spy_p3m": 0.10920779594476882, "bench_c_p3m": 0.17282057832490705, "ret_p6m": 0.9245342091261668, "ret_signed_p6m": 0.9245342091261668, "alpha_spy_p6m": 0.7758883291394878, "alpha_c_p6m": 0.568634494327233, "bench_spy_p6m": 0.148645879986679, "bench_c_p6m": 0.3558997147989338, "ret_p1y": 6.590050447929325, "ret_signed_p1y": 6.590050447929325, "alpha_spy_p1y": 6.3392902439372305, "alpha_c_p1y": 5.312227347866187, "bench_spy_p1y": 0.2507602039920951, "bench_c_p1y": 1.2778231000631375, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.08303728053282144, "alpha_spy_stated": -0.1410739474795164, "alpha_c_stated": -0.1992243699858396, "price_path": [-0.239, -0.2556, -0.2634, -0.2854, -0.297, -0.2823, -0.2832, -0.3985, -0.4764, -0.4468, -0.4697, -0.37, -0.4333, -0.4373, -0.4254, -0.4252, -0.4391, -0.4434, -0.4434, -0.46, -0.432, -0.41, -0.3736, -0.3545, -0.3644, -0.378, -0.3774, -0.3708, -0.3469, -0.3494, -0.3486, -0.3316, -0.3111, -0.3053, -0.2533, -0.2158, -0.2288, -0.2278, -0.2071, -0.2019, -0.2063, -0.2246, -0.2328, -0.2446, -0.2446, -0.2202, -0.2218, -0.2168, -0.2358, -0.2057, -0.1727, -0.1646, -0.14, -0.1217, -0.1023, -0.0765, -0.0612, -0.06, -0.0647, -0.0304, -0.0264, -0.0144, -0.0144, 0.0, -0.0123, 0.0349, 0.0295, 0.0194, 0.0094, -0.0028, -0.0219, -0.015, -0.0106, -0.0106, -0.0289, 0.0076, -0.0101, -0.003, 0.0085, -0.0395, -0.0273, -0.0571, -0.0828, -0.0736, -0.083, -0.1155, -0.1106, -0.0952, -0.099, -0.0991, -0.0933, -0.0708, -0.1162, -0.1507, -0.1273, -0.1168, -0.1191, -0.0941, -0.0372, 0.0019, 0.0345, 0.0064, 0.0146, -0.0212, 0.0005, -0.0116, -0.0508, -0.0623, -0.047, -0.0572, -0.0566, -0.0464, -0.012, -0.0362, -0.0362, -0.0405, -0.0386, 0.0059, 0.0639, 0.0646, 0.0952, 0.1338, 0.2194, 0.2733, 0.2777, 0.2862, 0.2956, 0.3677, 0.3178, 0.3331, 0.3476, 0.3096, 0.27, 0.2736, 0.3273, 0.355, 0.4751, 0.488, 0.522, 0.5474, 0.5047, 0.5926, 0.5585, 0.4716, 0.5621, 0.5158, 0.5553, 0.6412, 0.6399, 0.6755, 0.6392, 0.6083, 0.675, 0.7748, 0.7835, 0.7982, 0.8365, 0.8152, 0.8133, 0.9018, 0.7668, 0.9245, 0.9313, 0.9279, 1.0526, 0.9538, 0.9845, 0.9201, 1.0001, 0.9606, 0.8516, 0.8307, 0.6318, 0.6804, 0.8146, 0.8194, 0.8659, 0.8659, 0.9163, 0.9485, 0.9407, 0.8975, 0.8366, 0.9223, 1.0009, 1.0454, 1.1369, 1.0944, 0.954, 0.9245]}
{"unit_id": "reply:1939045822970450256", "ticker_idx": 0, "ts": "2025-06-28T19:38:44+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "No they can't. ... I don't see any competition.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish NVDA: dismisses margin-compression bear thesis, says AMD/AMZN/GOOGL/AVGO ASICs cannot compete with Nvidia GPUs.", "resolved_tickers": ["NVDA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "Bears think $NVDA margins are not sustainable. They believe $AMD gpus and $AMZN $GOOGL $AVGO ASICs can compete. No they can't.\n\nAccounts with 80k followrs support this theory which is laughable at best. Prius vs Lamborghini. Not the same.\n\nIf margins drop then yes I think price will go down but I don't see any competition.", "reply_text": null, "parent_text": "@TradexWhisperer Nvidia PS seems aggressive, any reason to be worried? At the end of the day they are the one enabling this AI revolution. Btw, what’s MU fair value price?", "quoted_text": null, "parent_author": "csboylol", "ret_m1d": -0.0015192073004733908, "ret_signed_m1d": -0.0015192073004733908, "alpha_spy_m1d": 0.003239220653405539, "alpha_c_m1d": 0.00013019023473881397, "bench_spy_m1d": -0.00475842795387893, "bench_c_m1d": -0.0016493975352122048, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.029685420899917325, "ret_signed_p1d": -0.029685420899917325, "alpha_spy_p1d": -0.02936160688622169, "alpha_c_p1d": -0.018784644137520234, "bench_spy_p1d": -0.00032381401369563356, "bench_c_p1d": -0.01090077676239709, "ret_p1w": 0.0015823585110665839, "ret_signed_p1w": 0.0015823585110665839, "alpha_spy_p1w": -0.0029979817233740658, "alpha_c_p1w": -0.001573187272557952, "bench_spy_p1w": 0.00458034023444065, "bench_c_p1w": 0.003155545783624536, "ret_p1m": 0.11089304225492946, "ret_signed_p1m": 0.11089304225492946, "alpha_spy_p1m": 0.08271473080218117, "alpha_c_p1m": 0.06062055576674008, "bench_spy_p1m": 0.028178311452748295, "bench_c_p1m": 0.05027248648818938, "ret_p3m": 0.12475487804418095, "ret_signed_p3m": 0.12475487804418095, "alpha_spy_p3m": 0.05673775445549856, "alpha_c_p3m": -0.026492987898196763, "bench_spy_p3m": 0.0680171235886824, "bench_c_p3m": 0.1512478659423777, "ret_p6m": 0.19774172044593463, "ret_signed_p6m": 0.19774172044593463, "alpha_spy_p6m": 0.07788129407416977, "alpha_c_p6m": -0.10851910763593109, "bench_spy_p6m": 0.11986042637176486, "bench_c_p6m": 0.3062608280818657, "ret_p1y": 0.2970602966404814, "ret_signed_p1y": 0.2970602966404814, "alpha_spy_p1y": 0.08763253453291364, "alpha_c_p1y": -0.9473155223091052, "bench_spy_p1y": 0.20942776210756775, "bench_c_p1y": 1.2443758189495866, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.11089304225492946, "alpha_spy_stated": 0.08271473080218117, "alpha_c_stated": 0.06062055576674008, "price_path": [-0.3011, -0.3557, -0.4031, -0.382, -0.3905, -0.2764, -0.3192, -0.2979, -0.2993, -0.2899, -0.3387, -0.3577, -0.3577, -0.3866, -0.3741, -0.3499, -0.3264, -0.2974, -0.3118, -0.31, -0.3106, -0.2936, -0.2753, -0.2796, -0.2814, -0.2591, -0.2572, -0.2617, -0.2215, -0.1777, -0.1434, -0.1467, -0.143, -0.142, -0.1495, -0.1658, -0.1593, -0.1691, -0.1691, -0.1424, -0.1468, -0.1191, -0.1448, -0.1305, -0.1062, -0.1018, -0.114, -0.103, -0.0973, -0.0889, -0.096, -0.0822, -0.1014, -0.0842, -0.0878, -0.0792, -0.0792, -0.0895, -0.0875, -0.0639, -0.0233, -0.0188, -0.0015, 0.0, -0.0297, -0.0047, 0.0085, 0.0085, 0.0016, 0.0127, 0.031, 0.0387, 0.0439, 0.0385, 0.0804, 0.0847, 0.095, 0.0913, 0.0848, 0.0572, 0.081, 0.0997, 0.0982, 0.1187, 0.1109, 0.1347, 0.1258, 0.0996, 0.1393, 0.1283, 0.1356, 0.1442, 0.1564, 0.1524, 0.1593, 0.1494, 0.1521, 0.1422, 0.152, 0.1117, 0.1102, 0.1075, 0.1266, 0.1381, 0.1505, 0.1494, 0.1404, 0.1025, 0.1025, 0.081, 0.0799, 0.0865, 0.0572, 0.0653, 0.0808, 0.1224, 0.1215, 0.1256, 0.1251, 0.107, 0.0779, 0.1156, 0.1183, 0.1622, 0.1294, 0.1202, 0.1248, 0.1279, 0.1511, 0.181, 0.1852, 0.1956, 0.1876, 0.1744, 0.1713, 0.197, 0.2189, 0.1594, 0.192, 0.1396, 0.1383, 0.1508, 0.1598, 0.1561, 0.1467, 0.1411, 0.153, 0.179, 0.2121, 0.2725, 0.3105, 0.2843, 0.2817, 0.3095, 0.2577, 0.2357, 0.1905, 0.191, 0.26, 0.2227, 0.2267, 0.1828, 0.2038, 0.1812, 0.148, 0.1806, 0.1434, 0.1323, 0.1555, 0.1256, 0.141, 0.141, 0.1204, 0.1389, 0.1486, 0.1368, 0.1608, 0.1547, 0.1746, 0.1709, 0.1634, 0.1453, 0.1079, 0.116, 0.125, 0.0821, 0.1023, 0.1457, 0.1628, 0.1977]}
{"unit_id": "orig:1928947822478401551", "ticker_idx": 0, "ts": "2025-05-31T22:52:53+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Long $PLTR $NVDA $TSM $TSLA $MU", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long PLTR, NVDA, TSM, TSLA, MU on AI as an unstoppable tidal wave immune to tariffs, bears, regulations, and uncertainty.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "original", "lang": "en", "tweet_text": "Artificial Intelligence is an  Inevitable Tidal Wave\n\nThe tariffs can’t stop it\nThe bears can't stop it\nSkeptics can't slow it.\nRegulations won't halt it.\nFear won't derail it.\nUncertainty won't stall it.\nCompetition only fuels it.\n\nLong $PLTR $NVDA $TSM $TSLA $MU", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.0019690587704933593, "ret_signed_m1d": -0.0019690587704933593, "alpha_spy_m1d": 0.0036324142933874537, "alpha_c_m1d": 0.0036324142933874537, "bench_spy_m1d": -0.005601473063880813, "bench_c_m1d": -0.005601473063880813, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.008558050138367967, "ret_signed_p1d": 0.008558050138367967, "alpha_spy_p1d": 0.0028555978896700474, "alpha_c_p1d": 0.0028555978896700474, "bench_spy_p1d": 0.00570245224869792, "bench_c_p1d": 0.00570245224869792, "ret_p1w": 0.00015150161676835694, "ret_signed_p1w": 0.00015150161676835694, "alpha_spy_p1w": -0.011607822067048357, "alpha_c_p1w": -0.011607822067048357, "bench_spy_p1w": 0.011759323683816714, "bench_c_p1w": 0.011759323683816714, "ret_p1m": -0.010299914264645715, "ret_signed_p1m": -0.010299914264645715, "alpha_spy_p1m": -0.05545828607083958, "alpha_c_p1m": -0.05545828607083958, "bench_spy_p1m": 0.045158371806193864, "bench_c_p1m": 0.045158371806193864, "ret_p3m": 0.19751592818199337, "ret_signed_p3m": 0.19751592818199337, "alpha_spy_p3m": 0.09944394140556745, "alpha_c_p3m": 0.09944394140556745, "bench_spy_p3m": 0.09807198677642592, "bench_c_p3m": 0.09807198677642592, "ret_p6m": 0.23863989221312898, "ret_signed_p6m": 0.23863989221312898, "alpha_spy_p6m": 0.09323581831390904, "alpha_c_p6m": 0.09323581831390904, "bench_spy_p6m": 0.14540407389921994, "bench_c_p6m": 0.14540407389921994, "ret_p1y": 0.038700400410337066, "ret_signed_p1y": 0.038700400410337066, "alpha_spy_p1y": -0.2262474689549696, "alpha_c_p1y": -0.2262474689549696, "bench_spy_p1y": 0.2649478693653067, "bench_c_p1y": 0.2649478693653067, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.010299914264645715, "alpha_spy_stated": -0.05545828607083958, "alpha_c_stated": -0.05545828607083958, "price_path": [-0.3174, -0.3906, -0.3569, -0.4215, -0.4089, -0.3665, -0.397, -0.3469, -0.3385, -0.3647, -0.3479, -0.3382, -0.3111, -0.2673, -0.2692, -0.3011, -0.3177, -0.3498, -0.3608, -0.3587, -0.3377, -0.3669, -0.4395, -0.4105, -0.4144, -0.3032, -0.3291, -0.3294, -0.2985, -0.2548, -0.2979, -0.2898, -0.2898, -0.3123, -0.2882, -0.2364, -0.1837, -0.1459, -0.1317, -0.1209, -0.103, -0.12, -0.0588, -0.0626, -0.1756, -0.1633, -0.0976, -0.1116, -0.1028, -0.0298, -0.0141, -0.0297, -0.0191, -0.0432, -0.0488, -0.0868, -0.0738, -0.0661, -0.0661, -0.0655, -0.0627, -0.0736, -0.002, 0.0, 0.0086, -0.0154, -0.0919, -0.0327, 0.0002, 0.0058, 0.0329, 0.0239, 0.0406, 0.071, 0.0467, 0.06, 0.06, 0.0398, 0.0597, 0.0847, 0.0822, 0.0925, -0.0098, 0.0324, -0.0103, 0.0006, 0.0176, 0.0176, 0.0536, 0.0581, 0.084, 0.0792, 0.0762, 0.1296, 0.1253, 0.1429, 0.1662, 0.1627, 0.1496, 0.129, 0.1711, 0.1728, 0.2027, 0.1957, 0.1833, 0.2012, 0.1993, 0.1684, 0.2168, 0.3123, 0.3597, 0.3799, 0.4159, 0.3835, 0.416, 0.3963, 0.3709, 0.3418, 0.318, 0.1947, 0.1815, 0.1828, 0.2022, 0.1903, 0.2183, 0.1869, 0.1975, 0.1868, 0.1868, 0.1897, 0.1731, 0.1825, 0.1596, 0.1822, 0.2296, 0.2628, 0.2448, 0.2983, 0.2967, 0.2895, 0.2748, 0.3403, 0.3813, 0.3581, 0.3825, 0.3599, 0.3566, 0.3448, 0.3546, 0.3816, 0.4007, 0.4166, 0.3107, 0.3597, 0.3797, 0.3902, 0.4047, 0.3287, 0.3421, 0.3613, 0.3603, 0.349, 0.3492, 0.3753, 0.3747, 0.3291, 0.3669, 0.3983, 0.4327, 0.4359, 0.5057, 0.4734, 0.5183, 0.5691, 0.4446, 0.4231, 0.3257, 0.3475, 0.4663, 0.4462, 0.3948, 0.3037, 0.3179, 0.297, 0.2673, 0.2528, 0.1795, 0.1728, 0.2288, 0.2386]}
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{"unit_id": "quote:1944390885342367778", "ticker_idx": 0, "ts": "2025-07-13T13:38:06+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Bullish 🦛🔥", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Explicitly bullish on Rocket Lab on Neutron development and growing small satellite launch market.", "resolved_tickers": ["RKLB"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "quote", "lang": "en", "tweet_text": "🚀 $RKLB Neutron's Stage 1 Upper Section, Hungry Hippo. Rocket Lab is hungry for more launches\n\nBullish 🦛🔥 https://t.co/mXtR9E5lEj", "reply_text": null, "parent_text": null, "quoted_text": "SpaceX is dominating. Why does $RKLB Rocket Lab even exist? \n\n@RocketLab exists because the Small Rocket Market is UNDERSERVED. It's a niche market but it's growing.\n\nRocket Lab is carving out its niche by offering RAPID, reliable, and precise small satellite launches. While https://t.co/AuvScmixGG", "parent_author": null, "ret_m1d": -0.0967368755783623, "ret_signed_m1d": -0.0967368755783623, "alpha_spy_m1d": -0.09483222692796256, "alpha_c_m1d": -0.09137296501746939, "bench_spy_m1d": -0.0019046486503997428, "bench_c_m1d": -0.005363910560892915, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.032168466074972146, "ret_signed_p1d": 0.032168466074972146, "alpha_spy_p1d": 0.03644177703266749, "alpha_c_p1d": 0.03965137154614251, "bench_spy_p1d": -0.004273310957695342, "bench_c_p1d": -0.007482905471170365, "ret_p1w": 0.09210829961962497, "ret_signed_p1w": 0.09210829961962497, "alpha_spy_p1w": 0.08577023653391636, "alpha_c_p1w": 0.09442605264986748, "bench_spy_p1w": 0.006338063085708612, "bench_c_p1w": -0.0023177530302425087, "ret_p1m": 0.005091442382885392, "ret_signed_p1m": 0.005091442382885392, "alpha_spy_p1m": -0.02352530110250317, "alpha_c_p1m": -0.0008021145584502509, "bench_spy_p1m": 0.028616743485388563, "bench_c_p1m": 0.0058935569413356426, "ret_p3m": 0.5371441697811348, "ret_signed_p3m": 0.5371441697811348, "alpha_spy_p3m": 0.4599834790269772, "alpha_c_p3m": 0.5178520434479355, "bench_spy_p3m": 0.07716069075415755, "bench_c_p3m": 0.019292126333199322, "ret_p6m": 0.9909743254359711, "ret_signed_p6m": 0.9909743254359711, "alpha_spy_p6m": 0.8773911305923106, "alpha_c_p6m": 0.9099426254604321, "bench_spy_p6m": 0.11358319484366053, "bench_c_p6m": 0.08103169997553894, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.005091442382885392, "alpha_spy_stated": -0.02352530110250317, "alpha_c_stated": -0.0008021145584502509, "price_path": [-0.5377, -0.5432, -0.5432, -0.5684, -0.5594, -0.5304, -0.4936, -0.4821, -0.4754, -0.4816, -0.4957, -0.4881, -0.4679, -0.4798, -0.4823, -0.4841, -0.4654, -0.5253, -0.508, -0.4948, -0.4416, -0.4163, -0.4082, -0.4029, -0.3983, -0.4175, -0.4025, -0.4117, -0.4117, -0.3344, -0.3305, -0.367, -0.38, -0.3844, -0.3816, -0.3772, -0.3879, -0.3307, -0.314, -0.3712, -0.3668, -0.389, -0.4119, -0.3856, -0.3886, -0.3555, -0.3555, -0.3048, -0.2414, -0.2256, -0.2513, -0.1636, -0.1812, -0.1722, -0.2055, -0.1743, -0.1747, -0.1747, -0.1002, -0.1034, -0.0942, -0.0951, -0.0967, 0.0, 0.0322, 0.1037, 0.1879, 0.1893, 0.0921, 0.0849, 0.1375, 0.1139, 0.0977, 0.044, 0.0134, 0.0748, 0.0627, 0.037, 0.0308, 0.0356, 0.0206, 0.0231, 0.0343, 0.0419, 0.0051, -0.0049, -0.0093, 0.0245, 0.0407, -0.053, -0.0583, -0.0389, 0.0271, 0.0928, 0.1139, 0.0704, 0.1088, 0.1247, 0.1247, 0.1412, 0.0074, -0.0051, 0.0609, 0.1046, 0.0884, 0.0685, 0.1208, 0.2344, 0.2506, 0.0934, 0.1127, 0.0919, 0.106, 0.1527, 0.2245, 0.1268, 0.0791, 0.0706, 0.0879, 0.1088, 0.1102, 0.2143, 0.2997, 0.3539, 0.4235, 0.5115, 0.5371, 0.4872, 0.514, 0.5744, 0.6031, 0.5506, 0.5337, 0.5587, 0.5135, 0.4016, 0.4712, 0.4941, 0.5186, 0.4754, 0.5311, 0.4099, 0.4575, 0.4196, 0.3092, 0.3057, 0.1481, 0.1951, 0.2011, 0.1858, 0.1564, 0.0472, 0.0539, 0.0023, -0.01, 0.0095, -0.0863, -0.0673, -0.0176, -0.0141, -0.0296, -0.0296, -0.0248, -0.0657, -0.0303, 0.0349, 0.1426, 0.1353, 0.1932, 0.2365, 0.3312, 0.4703, 0.4231, 0.2823, 0.2842, 0.2488, 0.3867, 0.632, 0.7947, 0.7862, 0.7862, 0.7862, 0.635, 0.6228, 0.6304, 0.6144, 0.6144, 0.7586, 0.8084, 0.991]}
{"unit_id": "reply:1955108433532948638", "ticker_idx": 0, "ts": "2025-08-12T03:25:49+00:00", "symbol": "RDDT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I think $RDDT is good shape", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish on RDDT; recommends it as one to look out for.", "resolved_tickers": ["RDDT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@knightseek There are many and so little time to cover all of them. I think $RDDT is good shape.", "reply_text": null, "parent_text": "@TradexWhisperer Any suggs on the next one to look out for ?", "quoted_text": null, "parent_author": "knightseek", "ret_m1d": -0.014596929783484147, "ret_signed_m1d": -0.014596929783484147, "alpha_spy_m1d": -0.004062996027289101, "alpha_c_m1d": 0.004178562974312849, "bench_spy_m1d": -0.010533933756195046, "bench_c_m1d": -0.018775492757796997, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.04798678597883366, "ret_signed_p1d": 0.04798678597883366, "alpha_spy_p1d": 0.044563653592813335, "alpha_c_p1d": 0.040186396243135025, "bench_spy_p1d": 0.003423132386020322, "bench_c_p1d": 0.007800389735698632, "ret_p1w": 0.018569718435773153, "ret_signed_p1w": 0.018569718435773153, "alpha_spy_p1w": 0.02305090119378661, "alpha_c_p1w": 0.019204633064595744, "bench_spy_p1w": -0.004481182758013458, "bench_c_p1w": -0.0006349146288225915, "ret_p1m": 0.156280661722761, "ret_signed_p1m": 0.156280661722761, "alpha_spy_p1m": 0.14146805253540018, "alpha_c_p1m": 0.11664351813087226, "bench_spy_p1m": 0.014812609187360826, "bench_c_p1m": 0.039637143591888746, "ret_p3m": -0.13141684617414917, "ret_signed_p3m": -0.13141684617414917, "alpha_spy_p3m": -0.17831375986262654, "alpha_c_p3m": -0.15183396567557894, "bench_spy_p3m": 0.04689691368847737, "bench_c_p3m": 0.02041711950142977, "ret_p6m": -0.3184090727196873, "ret_signed_p6m": -0.3184090727196873, "alpha_spy_p6m": -0.39221708809219225, "alpha_c_p6m": -0.3849559177314277, "bench_spy_p6m": 0.07380801537250492, "bench_c_p6m": 0.06654684501174035, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.156280661722761, "alpha_spy_stated": 0.14146805253540018, "alpha_c_stated": 0.11664351813087226, "price_path": [-0.4929, -0.4946, -0.5179, -0.5284, -0.5721, -0.5611, -0.5502, -0.5502, -0.533, -0.5294, -0.5133, -0.4985, -0.4996, -0.5051, -0.4723, -0.499, -0.4586, -0.4754, -0.4773, -0.4865, -0.4813, -0.4725, -0.4367, -0.4026, -0.3699, -0.3699, -0.3789, -0.4012, -0.3715, -0.3676, -0.3574, -0.3616, -0.3279, -0.3205, -0.2887, -0.299, -0.299, -0.3154, -0.3485, -0.3498, -0.3617, -0.3501, -0.3466, -0.3536, -0.3558, -0.3638, -0.3383, -0.347, -0.3492, -0.3478, -0.3388, -0.3319, -0.3233, -0.3534, -0.3334, -0.2831, -0.1579, -0.0994, -0.1113, -0.05, -0.0545, -0.0383, -0.0146, 0.0, 0.048, 0.0868, 0.1003, 0.0792, 0.0186, -0.0252, -0.024, -0.03, -0.0192, -0.0205, -0.0577, 0.0068, 0.0047, 0.0047, -0.0177, -0.0039, 0.0361, 0.0713, 0.0266, 0.0722, 0.1563, 0.163, 0.1351, 0.1769, 0.1903, 0.1895, 0.2084, 0.1806, 0.1497, 0.0599, 0.0521, 0.039, 0.0718, 0.0802, 0.0266, -0.0956, -0.1031, -0.0751, -0.091, -0.0808, -0.097, -0.055, -0.1137, -0.0908, -0.1235, -0.1038, -0.1118, -0.1298, -0.0962, -0.0817, -0.1204, -0.1036, -0.0438, -0.0213, -0.0493, -0.0591, -0.1321, -0.0673, -0.085, -0.1618, -0.1239, -0.1803, -0.1314, -0.0885, -0.0706, -0.0946, -0.1545, -0.1371, -0.1628, -0.1711, -0.1618, -0.1881, -0.181, -0.1295, -0.0247, -0.0735, -0.0735, -0.0337, -0.0028, -0.0056, -0.0142, -0.0057, 0.045, 0.0577, 0.054, 0.0629, 0.0425, 0.0034, -0.0246, -0.0001, 0.0148, 0.0327, 0.0409, 0.0408, 0.008, 0.0082, 0.0082, 0.0078, 0.0475, 0.0417, 0.0261, 0.0261, 0.0798, 0.0894, 0.133, 0.1405, 0.1336, 0.0917, 0.0893, 0.1558, 0.1266, 0.0211, 0.0312, 0.0312, 0.006, -0.062, -0.0423, -0.0229, -0.0464, -0.1237, -0.1378, -0.1516, -0.1953, -0.2092, -0.2616, -0.3184]}
{"unit_id": "quote:1940444497458131354", "ticker_idx": 0, "ts": "2025-07-02T16:16:34+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": "HBM", "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Bullish BLUE candle coming next?", "tweet_type": "prediction", "timeline": "days", "summary": "MU just bounced off mid-Bollinger Band; author expects bullish candle next.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "🟦 $MU: Just bounced off the middle Bollinger Band.\n\nBullish BLUE candle coming next? https://t.co/C99DyFTmkm", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": -0.006982145793958505, "ret_signed_m1d": -0.006982145793958505, "alpha_spy_m1d": -0.002469238509123728, "alpha_c_m1d": 0.012253412598328683, "bench_spy_m1d": -0.004512907284834777, "bench_c_m1d": -0.01923555839228719, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.004517859043149608, "ret_signed_p1d": 0.004517859043149608, "alpha_spy_p1d": -0.00336354120039406, "alpha_c_p1d": -0.003908888336852545, "bench_spy_p1d": 0.007881400243543668, "bench_c_p1d": 0.008426747380002153, "ret_p1w": 0.00505226526801783, "ret_signed_p1w": 0.00505226526801783, "alpha_spy_p1w": -0.0007659864993543319, "alpha_c_p1w": -0.00977454341325168, "bench_spy_p1w": 0.005818251767372162, "bench_c_p1w": 0.01482680868126951, "ret_p1m": -0.10265543418950984, "ret_signed_p1m": -0.10265543418950984, "alpha_spy_p1m": -0.12139991837802255, "alpha_c_p1m": -0.1294288062773188, "bench_spy_p1m": 0.01874448418851271, "bench_c_p1m": 0.026773372087808944, "ret_p3m": 0.34757901479036923, "ret_signed_p3m": 0.34757901479036923, "alpha_spy_p3m": 0.27493814595053534, "alpha_c_p3m": 0.20034342766311286, "bench_spy_p3m": 0.0726408688398339, "bench_c_p3m": 0.14723558712725637, "ret_p6m": 1.358547063366494, "ret_signed_p6m": 1.358547063366494, "alpha_spy_p6m": 1.2394565594492173, "alpha_c_p6m": 1.0596913028977135, "bench_spy_p6m": 0.11909050391727671, "bench_c_p6m": 0.2988557604687805, "ret_p1y": 8.33714757112465, "ret_signed_p1y": 8.33714757112465, "alpha_spy_p1y": 8.120266136964428, "alpha_c_p1y": 6.983606878707677, "bench_spy_p1y": 0.21688143416022054, "bench_c_p1y": 1.3535406924169724, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": 0.00505226526801783, "alpha_spy_stated": -0.0007659864993543319, "alpha_c_stated": -0.00977454341325168, "price_path": [-0.4684, -0.4384, -0.4616, -0.3604, -0.4246, -0.4287, -0.4166, -0.4165, -0.4305, -0.4349, -0.4349, -0.4518, -0.4233, -0.4009, -0.3641, -0.3447, -0.3547, -0.3685, -0.3679, -0.3612, -0.3369, -0.3394, -0.3387, -0.3213, -0.3006, -0.2947, -0.2419, -0.2038, -0.217, -0.216, -0.195, -0.1897, -0.1942, -0.2127, -0.221, -0.233, -0.233, -0.2083, -0.21, -0.2049, -0.2241, -0.1935, -0.1601, -0.1519, -0.1269, -0.1083, -0.0886, -0.0624, -0.0469, -0.0457, -0.0504, -0.0156, -0.0115, 0.0007, 0.0007, 0.0153, 0.0028, 0.0507, 0.0453, 0.035, 0.0248, 0.0124, -0.007, 0.0, 0.0045, 0.0045, -0.014, 0.023, 0.0051, 0.0122, 0.0239, -0.0248, -0.0125, -0.0427, -0.0688, -0.0595, -0.069, -0.102, -0.097, -0.0814, -0.0852, -0.0853, -0.0795, -0.0566, -0.1027, -0.1377, -0.1139, -0.1033, -0.1056, -0.0802, -0.0225, 0.0172, 0.0504, 0.0217, 0.0301, -0.0062, 0.0158, 0.0035, -0.0363, -0.048, -0.0324, -0.0428, -0.0421, -0.0319, 0.0031, -0.0215, -0.0215, -0.0259, -0.0239, 0.0212, 0.0801, 0.0809, 0.1119, 0.1511, 0.238, 0.2927, 0.2972, 0.3058, 0.3154, 0.3886, 0.338, 0.3535, 0.3682, 0.3296, 0.2894, 0.2931, 0.3476, 0.3757, 0.4976, 0.5108, 0.5453, 0.571, 0.5277, 0.617, 0.5823, 0.494, 0.5859, 0.539, 0.5791, 0.6662, 0.665, 0.7011, 0.6643, 0.6328, 0.7006, 0.8019, 0.8108, 0.8257, 0.8645, 0.843, 0.841, 0.9309, 0.7938, 0.9539, 0.9608, 0.9574, 1.0839, 0.9836, 1.0148, 0.9494, 1.0307, 0.9905, 0.8799, 0.8587, 0.6567, 0.7061, 0.8423, 0.8472, 0.8944, 0.8944, 0.9455, 0.9783, 0.9703, 0.9265, 0.8647, 0.9516, 1.0314, 1.0767, 1.1696, 1.1264, 0.9839, 0.9539, 0.9129, 0.8554, 1.0448, 1.1878, 1.2755, 1.2729, 1.3585, 1.3585]}
{"unit_id": "orig:1952467745855131777", "ticker_idx": 0, "ts": "2025-08-04T20:32:40+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Holy Cow. Unstoppable.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish PLTR; Rule of 40 score of 94% deemed unstoppable.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "original", "lang": "en", "tweet_text": "🐐 $PLTR Rule of 40, Score of 94%\n\nHoly Cow. Unstoppable. https://t.co/DCnsV2OxWl", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.07277659317490859, "ret_signed_m1d": -0.07277659317490859, "alpha_spy_m1d": -0.07787245342598992, "alpha_c_m1d": -0.07787245342598992, "bench_spy_m1d": 0.00509586025108133, "bench_c_m1d": 0.00509586025108133, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03618623454185732, "ret_signed_p1d": 0.03618623454185732, "alpha_spy_p1d": 0.028526475072750523, "alpha_c_p1d": 0.028526475072750523, "bench_spy_p1d": 0.007659759469106797, "bench_c_p1d": 0.007659759469106797, "ret_p1w": 0.07906733196993199, "ret_signed_p1w": 0.07906733196993199, "alpha_spy_p1w": 0.05562657135763471, "alpha_c_p1w": 0.05562657135763471, "bench_spy_p1w": 0.023440760612297273, "bench_c_p1w": 0.023440760612297273, "ret_p1m": -0.10601956439667637, "ret_signed_p1m": -0.10601956439667637, "alpha_spy_p1m": -0.13113231355996957, "alpha_c_p1m": -0.13113231355996957, "bench_spy_p1m": 0.025112749163293202, "bench_c_p1m": 0.025112749163293202, "ret_p3m": 0.15698041367547466, "ret_signed_p3m": 0.15698041367547466, "alpha_spy_p3m": 0.06783425697416057, "alpha_c_p3m": 0.06783425697416057, "bench_spy_p3m": 0.0891461567013141, "bench_c_p3m": 0.0891461567013141, "ret_p6m": -0.09187971245104654, "ret_signed_p6m": -0.09187971245104654, "alpha_spy_p6m": -0.2056409722581577, "alpha_c_p6m": -0.2056409722581577, "bench_spy_p6m": 0.11376125980711116, "bench_c_p6m": 0.11376125980711116, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.10601956439667637, "alpha_spy_stated": -0.13113231355996957, "alpha_c_stated": -0.13113231355996957, "price_path": [-0.3123, -0.323, -0.3163, -0.2607, -0.2487, -0.2606, -0.2525, -0.2709, -0.2752, -0.3041, -0.2942, -0.2883, -0.2883, -0.2879, -0.2857, -0.294, -0.2395, -0.238, -0.2314, -0.2497, -0.308, -0.2629, -0.2378, -0.2335, -0.2128, -0.2198, -0.207, -0.1839, -0.2024, -0.1922, -0.1922, -0.2076, -0.1925, -0.1734, -0.1753, -0.1675, -0.2455, -0.2133, -0.2458, -0.2375, -0.2246, -0.2246, -0.1971, -0.1937, -0.1739, -0.1776, -0.1799, -0.1392, -0.1425, -0.129, -0.1113, -0.114, -0.124, -0.1397, -0.1076, -0.1063, -0.0835, -0.0888, -0.0983, -0.0846, -0.0861, -0.1097, -0.0728, 0.0, 0.0362, 0.0515, 0.079, 0.0543, 0.0791, 0.0641, 0.0447, 0.0225, 0.0044, -0.0896, -0.0996, -0.0986, -0.0839, -0.0929, -0.0716, -0.0955, -0.0874, -0.0956, -0.0956, -0.0934, -0.106, -0.0989, -0.1164, -0.0991, -0.063, -0.0377, -0.0514, -0.0106, -0.0119, -0.0174, -0.0285, 0.0214, 0.0526, 0.035, 0.0536, 0.0363, 0.0338, 0.0248, 0.0323, 0.0528, 0.0674, 0.0795, -0.0012, 0.0361, 0.0514, 0.0594, 0.0704, 0.0125, 0.0227, 0.0373, 0.0366, 0.028, 0.0282, 0.048, 0.0476, 0.0128, 0.0416, 0.0656, 0.0918, 0.0942, 0.1474, 0.1228, 0.157, 0.1957, 0.1008, 0.0844, 0.0103, 0.0269, 0.1174, 0.1021, 0.0629, -0.0065, 0.0043, -0.0117, -0.0343, -0.0453, -0.1011, -0.1063, -0.0636, -0.0561, -0.0433, -0.0433, -0.0278, -0.0334, -0.0149, 0.0162, 0.0268, 0.049, 0.0474, 0.0495, 0.0845, 0.0824, 0.0594, 0.0576, 0.0836, 0.0232, 0.0717, 0.1161, 0.1195, 0.1204, 0.1206, 0.1206, 0.0891, 0.063, 0.0437, 0.0259, 0.0259, -0.0312, 0.0044, 0.0372, 0.0485, 0.0207, 0.0244, 0.0354, 0.0328, 0.0296, 0.0219, -0.0133, -0.0133, -0.0274, -0.0458, -0.0425, -0.0212, -0.0335, -0.0437, -0.0919]}
{"unit_id": "quote:1937977755079229738", "ticker_idx": 0, "ts": "2025-06-25T20:54:37+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU Bargain of the Century", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Endorses MU as a bargain: low PE/PS, 50% sequential HBM growth, surging DRAM/NAND prices, 100% YoY data center revenue growth.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "👀 $MU 100% YoY growth in Data Center Revenue\n\n“Micron delivered record revenue in fiscal Q3, driven by all-time-high DRAM revenue including nearly 50% sequential growth in HBM revenue. Data center revenue more than doubled year-over-year and reached a quarterly record, and consumer-oriented end markets had strong sequential growth,” said Sanjay Mehrotra, Chairman, President and CEO of Micron Technology.", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": 0.00992064949241711, "ret_signed_m1d": 0.00992064949241711, "alpha_spy_m1d": 0.01768362155792136, "alpha_c_m1d": 0.017135688419591344, "bench_spy_m1d": -0.007762972065504248, "bench_c_m1d": -0.007215038927174233, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.009841259532637148, "ret_signed_p1d": -0.009841259532637148, "alpha_spy_p1d": -0.014809682683096792, "alpha_c_p1d": -0.014242418921685207, "bench_spy_p1d": 0.004968423150459644, "bench_c_p1d": 0.004401159389048059, "ret_p1w": -0.02944438863813137, "ret_signed_p1w": -0.02944438863813137, "alpha_spy_p1w": -0.05145887434198848, "alpha_c_p1w": -0.05260456088996601, "bench_spy_p1w": 0.022014485703857112, "bench_c_p1w": 0.023160172251834643, "ret_p1m": -0.11615297377005496, "ret_signed_p1m": -0.11615297377005496, "alpha_spy_p1m": -0.15738719454849648, "alpha_c_p1m": -0.15327409670677328, "bench_spy_p1m": 0.04123422077844152, "bench_c_p1m": 0.03712112293671832, "ret_p3m": 0.32195742379580516, "ret_signed_p3m": 0.32195742379580516, "alpha_spy_p3m": 0.2350456212240093, "alpha_c_p3m": 0.161423497883884, "bench_spy_p3m": 0.08691180257179587, "bench_c_p3m": 0.16053392591192117, "ret_p6m": 1.1137858419417523, "ret_signed_p6m": 1.1137858419417523, "alpha_spy_p6m": 0.9950946687445708, "alpha_c_p6m": 0.8286848481828666, "bench_spy_p6m": 0.11869117319718159, "bench_c_p6m": 0.28510099375888576, "ret_p1y": 7.655510030417643, "ret_signed_p1y": 7.655510030417643, "alpha_spy_p1y": 7.411401623946933, "alpha_c_p1y": 6.313830842281525, "bench_spy_p1y": 0.24410840647070997, "bench_c_p1y": 1.3416791881361183, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.11615297377005496, "alpha_spy_stated": -0.15738719454849648, "alpha_c_stated": -0.15327409670677328, "price_path": [-0.3104, -0.296, -0.2968, -0.41, -0.4863, -0.4574, -0.4798, -0.382, -0.444, -0.448, -0.4363, -0.4362, -0.4498, -0.454, -0.454, -0.4703, -0.4428, -0.4212, -0.3856, -0.3668, -0.3765, -0.3898, -0.3893, -0.3828, -0.3594, -0.3617, -0.361, -0.3443, -0.3242, -0.3186, -0.2675, -0.2307, -0.2435, -0.2425, -0.2222, -0.2171, -0.2214, -0.2394, -0.2474, -0.259, -0.259, -0.2351, -0.2367, -0.2317, -0.2503, -0.2208, -0.1885, -0.1806, -0.1564, -0.1384, -0.1194, -0.0941, -0.0791, -0.0779, -0.0825, -0.0489, -0.0449, -0.0332, -0.0332, -0.019, -0.0311, 0.0152, 0.0099, 0.0, -0.0098, -0.0218, -0.0406, -0.0338, -0.0294, -0.0294, -0.0474, -0.0116, -0.0289, -0.022, -0.0107, -0.0578, -0.0458, -0.0751, -0.1003, -0.0913, -0.1005, -0.1324, -0.1275, -0.1124, -0.1162, -0.1162, -0.1106, -0.0885, -0.133, -0.1668, -0.1439, -0.1336, -0.1359, -0.1113, -0.0555, -0.0172, 0.0148, -0.0128, -0.0047, -0.0398, -0.0185, -0.0304, -0.0689, -0.0802, -0.0652, -0.0752, -0.0745, -0.0646, -0.0308, -0.0546, -0.0546, -0.0588, -0.0569, -0.0133, 0.0436, 0.0443, 0.0743, 0.1122, 0.1961, 0.249, 0.2533, 0.2617, 0.271, 0.3417, 0.2927, 0.3077, 0.322, 0.2846, 0.2459, 0.2493, 0.302, 0.3292, 0.447, 0.4597, 0.4931, 0.5179, 0.476, 0.5623, 0.5288, 0.4435, 0.5323, 0.4869, 0.5257, 0.6099, 0.6087, 0.6436, 0.608, 0.5776, 0.6431, 0.741, 0.7496, 0.764, 0.8015, 0.7806, 0.7787, 0.8656, 0.7331, 0.8879, 0.8945, 0.8912, 1.0135, 0.9166, 0.9467, 0.8835, 0.962, 0.9232, 0.8163, 0.7958, 0.6007, 0.6484, 0.78, 0.7848, 0.8303, 0.8303, 0.8798, 0.9114, 0.9037, 0.8613, 0.8016, 0.8857, 0.9628, 1.0065, 1.0962, 1.0545, 0.9168, 0.8879, 0.8482, 0.7926, 0.9757, 1.1138]}
{"unit_id": "quote:1951145156402352395", "ticker_idx": 0, "ts": "2025-08-01T04:57:10+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$HIMS PRICE TARGET $67 BY EARNINGS", "tweet_type": "prediction", "timeline": "weeks", "summary": "Long HIMS with $67 price target by earnings, based on Blue Candle strategy signaling 80%+ gain potential.", "resolved_tickers": ["HIMS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - Specialty & Generic", "unit_kind": "quote", "lang": "en", "tweet_text": "🟦 $HIMS (W) BLUE Candles comes three times every year and each has the potential to delivery over 80% gains.\n\nClosed just above the Fib=0.786 but I don't think we'll challenge Fib=1 ($80) until after earnings.\n\n230+ Daily Smart Candle Alerts. Free Trial:\nhttps://t.co/XLFioz4kni https://t.co/FKWc1pLe7X", "reply_text": null, "parent_text": null, "quoted_text": "🟦 $HIMS PRICE TARGET $67 BY EARNINGS\n\nBLUE-PINK Candle Strategy = Consistent Gains 🤑\n\nOur system just works. Try for free:\nhttps://t.co/ZQDP5HCFyq https://t.co/cMwWGYxfDW", "parent_author": null, "ret_m1d": 0.058033590925521183, "ret_signed_m1d": 0.058033590925521183, "alpha_spy_m1d": 0.041370050924548485, "alpha_c_m1d": 0.041370050924548485, "bench_spy_m1d": 0.0166635400009727, "bench_c_m1d": 0.0166635400009727, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.012789756144178321, "ret_signed_p1d": 0.012789756144178321, "alpha_spy_p1d": -0.002410008015895082, "alpha_c_p1d": -0.002410008015895082, "bench_spy_p1d": 0.015199764160073403, "bench_c_p1d": 0.015199764160073403, "ret_p1w": -0.16962431238632525, "ret_signed_p1w": -0.16962431238632525, "alpha_spy_p1w": -0.1944909327981914, "alpha_c_p1w": -0.1944909327981914, "bench_spy_p1w": 0.024866620411866158, "bench_c_p1w": 0.024866620411866158, "ret_p1m": -0.3229416628189351, "ret_signed_p1m": -0.3229416628189351, "alpha_spy_p1m": -0.3604666141074687, "alpha_c_p1m": -0.3604666141074687, "bench_spy_p1m": 0.037524951288533615, "bench_c_p1m": 0.037524951288533615, "ret_p3m": -0.254516360721437, "ret_signed_p3m": -0.254516360721437, "alpha_spy_p3m": -0.36320799505441015, "alpha_c_p3m": -0.36320799505441015, "bench_spy_p3m": 0.10869163433297313, "bench_c_p3m": 0.10869163433297313, "ret_p6m": -0.5159072572984978, "ret_signed_p6m": -0.5159072572984978, "alpha_spy_p6m": -0.6365133738506691, "alpha_c_p6m": -0.6365133738506691, "bench_spy_p6m": 0.12060611655217124, "bench_c_p6m": 0.12060611655217124, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.3229416628189351, "alpha_spy_stated": -0.3604666141074687, "alpha_c_stated": -0.3604666141074687, "price_path": [-0.2091, -0.1631, -0.1783, -0.1693, -0.1173, 0.0232, -0.0229, -0.0635, 0.0336, -0.0034, -0.0214, -0.0727, -0.1444, -0.1234, -0.1234, -0.1469, -0.1472, -0.1623, -0.0958, -0.0924, -0.125, -0.1429, -0.1564, -0.0994, -0.091, -0.1167, -0.0798, -0.0863, -0.113, -0.0443, -0.0529, -0.0237, -0.0237, 0.0267, -0.3289, -0.3133, -0.338, -0.2601, -0.2101, -0.203, -0.2333, -0.2412, -0.2329, -0.2329, -0.2259, -0.2173, -0.1808, -0.1963, -0.2344, -0.1682, -0.1933, -0.1711, -0.2008, -0.1946, -0.239, -0.2005, -0.0724, -0.0836, -0.0783, -0.0619, -0.0365, 0.0476, 0.058, 0.0, 0.0128, -0.1124, -0.1826, -0.1839, -0.1696, -0.201, -0.2333, -0.2273, -0.2465, -0.2643, -0.279, -0.3257, -0.3065, -0.2972, -0.2875, -0.3127, -0.275, -0.2964, -0.2946, -0.3229, -0.3229, -0.3361, -0.2892, -0.2309, -0.2261, -0.2064, -0.236, -0.2361, -0.1725, -0.1127, -0.1373, -0.1864, -0.195, -0.1015, -0.0756, -0.0775, -0.1047, -0.1487, -0.1228, -0.0663, -0.0548, -0.0932, -0.0998, -0.0748, -0.16, -0.1245, -0.0732, -0.07, -0.0687, -0.1375, -0.125, -0.1364, 0.0034, -0.0544, -0.2042, -0.1789, -0.2109, -0.2412, -0.2248, -0.2201, -0.2289, -0.2467, -0.2545, -0.2956, -0.2732, -0.2903, -0.3159, -0.3009, -0.3362, -0.344, -0.3437, -0.3645, -0.3762, -0.4237, -0.4088, -0.4312, -0.4203, -0.4272, -0.4625, -0.4451, -0.396, -0.407, -0.3861, -0.3861, -0.3643, -0.4003, -0.4195, -0.4074, -0.3602, -0.3733, -0.3746, -0.3634, -0.3944, -0.3962, -0.4051, -0.4205, -0.4107, -0.4409, -0.4441, -0.4315, -0.4396, -0.4436, -0.4457, -0.4457, -0.4515, -0.4548, -0.4718, -0.4809, -0.4809, -0.4659, -0.4451, -0.4331, -0.4331, -0.4585, -0.4934, -0.483, -0.4852, -0.4993, -0.5007, -0.4983, -0.4983, -0.5129, -0.5381, -0.5121, -0.5265, -0.5159]}
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{"unit_id": "quote:1955479365749444887", "ticker_idx": 0, "ts": "2025-08-13T03:59:46+00:00", "symbol": "RDDT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I think the market will eventually take it to Fibonacci=100% (~$240) and that's the REAL challenge", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish RDDT; expects price to reach Fibonacci 100% target ~$240 after ATH rejection at $230.", "resolved_tickers": ["RDDT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "quote", "lang": "en", "tweet_text": "$RDDT ATH $230 challenged but rejected today but I think the market will eventually take it to Fibonacci=100% (~$240) and that's the REAL challenge.\n\n💰 122% Gains since the May (D) BLUE candle\n\n230+ Daily Smart Candle Alerts. Free Trial:\nhttps://t.co/ZQDP5HCFyq https://t.co/2ft7002XqZ", "reply_text": null, "parent_text": null, "quoted_text": "🟩 $RDDT A little pause before challenging ATH $230\n\n17.4% Revenue Beat & 136% EPS Beat: This Monster quarter is worthy of ATH challenge.\n\n230+ Daily Smart Candle Alerts. Free Trial:\nhttps://t.co/ZQDP5HCFyq https://t.co/sCams5tcTJ", "parent_author": null, "ret_m1d": -0.045789495269268565, "ret_signed_m1d": -0.045789495269268565, "alpha_spy_m1d": -0.042378040743718204, "alpha_c_m1d": -0.03804948066405056, "bench_spy_m1d": -0.0034114545255503614, "bench_c_m1d": -0.007740014605218004, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03705753200969175, "ret_signed_p1d": 0.03705753200969175, "alpha_spy_p1d": 0.03696451843889692, "alpha_c_p1d": 0.036247452059229524, "bench_spy_p1d": 9.301357079483097e-05, "bench_c_p1d": 0.000810079950462228, "ret_p1w": -0.06985564108198639, "ret_signed_p1w": -0.06985564108198639, "alpha_spy_p1w": -0.05934214109997671, "alpha_c_p1w": -0.058515564707390055, "bench_spy_p1w": -0.010513499982009678, "bench_c_p1w": -0.01134007637459633, "ret_p1m": 0.10976702220677947, "ret_signed_p1m": 0.10976702220677947, "alpha_spy_p1m": 0.09001168617515942, "alpha_c_p1m": 0.06233649693970378, "bench_spy_p1m": 0.019755336031620052, "bench_c_p1m": 0.047430525267075696, "ret_p3m": -0.13025514876067923, "ret_signed_p3m": -0.13025514876067923, "alpha_spy_p3m": -0.18986096260645746, "alpha_c_p3m": -0.1533410715374145, "bench_spy_p3m": 0.05960581384577823, "bench_c_p3m": 0.023085922776735268, "ret_p6m": -0.35660433486870147, "ret_signed_p6m": -0.35660433486870147, "alpha_spy_p6m": -0.4133837610323855, "alpha_c_p6m": -0.4095502315262508, "bench_spy_p6m": 0.05677942616368403, "bench_c_p6m": 0.05294589665754934, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.10976702220677947, "alpha_spy_stated": 0.09001168617515942, "alpha_c_stated": 0.06233649693970378, "price_path": [-0.5177, -0.54, -0.55, -0.5917, -0.5812, -0.5708, -0.5708, -0.5544, -0.5509, -0.5356, -0.5214, -0.5225, -0.5278, -0.4965, -0.5219, -0.4834, -0.4994, -0.5013, -0.51, -0.505, -0.4966, -0.4625, -0.4299, -0.3987, -0.3987, -0.4073, -0.4286, -0.4003, -0.3965, -0.3868, -0.3909, -0.3586, -0.3516, -0.3213, -0.3311, -0.3311, -0.3467, -0.3783, -0.3796, -0.3909, -0.3799, -0.3765, -0.3832, -0.3853, -0.3929, -0.3686, -0.3769, -0.379, -0.3777, -0.369, -0.3625, -0.3543, -0.383, -0.3639, -0.316, -0.1965, -0.1406, -0.152, -0.0935, -0.0978, -0.0823, -0.0597, -0.0458, 0.0, 0.0371, 0.05, 0.0298, -0.0281, -0.0699, -0.0687, -0.0744, -0.0641, -0.0653, -0.1008, -0.0393, -0.0413, -0.0413, -0.0627, -0.0495, -0.0113, 0.0223, -0.0204, 0.0231, 0.1033, 0.1098, 0.0831, 0.123, 0.1358, 0.135, 0.1531, 0.1265, 0.0971, 0.0114, 0.0039, -0.0086, 0.0227, 0.0307, -0.0204, -0.137, -0.1442, -0.1174, -0.1326, -0.1229, -0.1383, -0.0983, -0.1543, -0.1324, -0.1636, -0.1449, -0.1525, -0.1696, -0.1375, -0.1238, -0.1607, -0.1446, -0.0876, -0.0661, -0.0929, -0.1022, -0.1719, -0.11, -0.1269, -0.2002, -0.164, -0.2178, -0.1712, -0.1303, -0.1131, -0.1361, -0.1932, -0.1766, -0.2011, -0.2091, -0.2002, -0.2253, -0.2185, -0.1694, -0.0694, -0.1159, -0.1159, -0.0779, -0.0484, -0.0512, -0.0593, -0.0512, -0.0028, 0.0093, 0.0057, 0.0142, -0.0052, -0.0426, -0.0693, -0.0459, -0.0316, -0.0146, -0.0067, -0.0069, -0.0381, -0.038, -0.038, -0.0383, -0.0005, -0.006, -0.0209, -0.0209, 0.0303, 0.0395, 0.0811, 0.0883, 0.0817, 0.0417, 0.0394, 0.1029, 0.075, -0.0256, -0.016, -0.016, -0.0401, -0.105, -0.0862, -0.0677, -0.09, -0.1639, -0.1773, -0.1905, -0.2321, -0.2454, -0.2954, -0.3496, -0.3566]}
{"unit_id": "reply:2007640683637837825", "ticker_idx": 0, "ts": "2026-01-04T02:30:13+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": false, "explicit_audit": "kept_implicit", "polarity_reversed": false, "quote": "I've been holding and adding because people still think it's \"cyclical\" there is more upside left", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holding and adding to memory stock position; more upside ahead despite cyclicality concerns.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@Pregory1 I've been holding and adding because people still think it's \"cyclical\" there is more upside left.", "reply_text": null, "parent_text": "@TradexWhisperer I’m holding some shares from $67, and I’ve been in and out of the stock since it was under $30. I’ve been calling it a member of the #OPECofMemory for 6+ years. But it is still cyclical. The only question is how big this super-cycle will be.\n#memoryCartel https://t.co/lXZRV3PYEw", "quoted_text": null, "parent_author": "Pregory1", "ret_m1d": 0.01047579496404416, "ret_signed_m1d": 0.01047579496404416, "alpha_spy_m1d": 0.01709193719477453, "alpha_c_m1d": 0.021837347405923246, "bench_spy_m1d": -0.006616142230730371, "bench_c_m1d": -0.011361552441879086, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.10020817203358767, "ret_signed_p1d": 0.10020817203358767, "alpha_spy_p1d": 0.09426101373421658, "alpha_c_p1d": 0.07364497153417249, "bench_spy_p1d": 0.005947158299371091, "bench_c_p1d": 0.026563200499415185, "ret_p1w": 0.10802499081593964, "ret_signed_p1w": 0.10802499081593964, "alpha_spy_p1w": 0.09720668731564941, "alpha_c_p1w": 0.0734107069340042, "bench_spy_p1w": 0.010818303500290227, "bench_c_p1w": 0.03461428388193544, "ret_p1m": 0.34371301679656074, "ret_signed_p1m": 0.34371301679656074, "alpha_spy_p1m": 0.3410811565662011, "alpha_c_p1m": 0.2905071677731854, "bench_spy_p1m": 0.0026318602303596617, "bench_c_p1m": 0.05320584902337533, "ret_p3m": 0.17377494024981432, "ret_signed_p3m": 0.17377494024981432, "alpha_spy_p3m": 0.21754119308862419, "alpha_c_p3m": 0.1347643437584105, "bench_spy_p3m": -0.04376625283880986, "bench_c_p3m": 0.039010596491403815, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.34371301679656074, "alpha_spy_stated": 0.3410811565662011, "alpha_c_stated": 0.2905071677731854, "price_path": [-0.3706, -0.3841, -0.4185, -0.3827, -0.401, -0.3854, -0.3514, -0.3519, -0.3379, -0.3522, -0.3644, -0.3381, -0.2986, -0.2952, -0.2894, -0.2743, -0.2827, -0.2834, -0.2484, -0.3018, -0.2395, -0.2368, -0.2381, -0.1889, -0.2279, -0.2158, -0.2412, -0.2096, -0.2252, -0.2683, -0.2765, -0.3552, -0.3359, -0.2829, -0.281, -0.2626, -0.2626, -0.2427, -0.23, -0.2331, -0.2502, -0.2742, -0.2404, -0.2093, -0.1917, -0.1555, -0.1723, -0.2278, -0.2395, -0.2554, -0.2778, -0.2041, -0.1484, -0.1143, -0.1153, -0.082, -0.082, -0.088, -0.057, -0.0625, -0.0857, -0.0857, 0.0105, 0.0, 0.1002, 0.0878, 0.0476, 0.1055, 0.108, 0.0832, 0.0679, 0.0784, 0.1621, 0.1621, 0.1693, 0.2465, 0.2737, 0.2803, 0.2465, 0.3142, 0.3945, 0.3961, 0.3291, 0.4025, 0.3437, 0.2154, 0.2266, 0.2644, 0.2286, 0.1957, 0.3146, 0.3262, 0.3188, 0.3188, 0.2807, 0.3486, 0.337, 0.3717, 0.3486, 0.3391, 0.3743, 0.3313, 0.3211, 0.322, 0.2163, 0.2839, 0.272, 0.1863, 0.2472, 0.2914, 0.3413, 0.2986, 0.3651, 0.4153, 0.4791, 0.4792, 0.4233, 0.3548, 0.2954, 0.2671, 0.2241, 0.1387, 0.1444, 0.0313, 0.0828, 0.1789, 0.1738, 0.1738, 0.2107, 0.2101, 0.3035, 0.3509, 0.348, 0.3671, 0.4924, 0.4622, 0.4654, 0.4585, 0.4372, 0.4402, 0.5623, 0.5439, 0.592, 0.6812, 0.6162, 0.6616, 0.6575, 0.7377, 0.8475, 1.0518, 1.1364, 1.0724, 1.3935, 1.549, 1.4568, 1.5756, 1.4871, 1.3225, 1.1843, 1.2394, 1.346, 1.4425, 1.4069, 1.4069, 1.8712, 1.9755, 1.9598, 2.112, 2.3187, 2.4104, 2.46, 2.1921, 1.7691, 2.0424, 1.9995, 1.8584, 2.1917, 2.146, 2.4869, 2.2715, 2.3434, 2.6344, 2.6344, 2.8824, 2.3709, 2.3709, null, null, null, null]}
{"unit_id": "quote:2020931929194082453", "ticker_idx": 0, "ts": "2026-02-09T18:44:53+00:00", "symbol": "TSM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$TSM ✅ $1.5T Market Cap → $2.0T Incoming", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish TSMC to $2T market cap on Silicon Photonics, Co-Packaged Optics, and COUPE platform catalysts.", "resolved_tickers": ["TSM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$TSM ✅ $1.5T Market Cap → $2.0T Incoming\n\nDon't sleep on TSMC's Co-Packaged Optics and COUPE Platform. Silicon Photonics Incoming.", "reply_text": null, "parent_text": null, "quoted_text": "$TSM has become the de facto semiconductor index. It's now the proxy for the entire semiconductor industry.\n\n$2 Trillion Market Cap: Inevitable", "parent_author": null, "ret_m1d": -0.018457448190379977, "ret_signed_m1d": -0.018457448190379977, "alpha_spy_m1d": -0.013658858959698095, "alpha_c_m1d": -0.006161862121164874, "bench_spy_m1d": -0.004798589230681882, "bench_c_m1d": -0.012295586069215103, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.01828879952792195, "ret_signed_p1d": 0.01828879952792195, "alpha_spy_p1d": 0.020925857298621398, "alpha_c_p1d": 0.022936492038008405, "bench_spy_p1d": -0.002637057770699447, "bench_c_p1d": -0.004647692510086454, "ret_p1w": 0.030809538609539278, "ret_signed_p1w": 0.030809538609539278, "alpha_spy_p1w": 0.04839004164174898, "alpha_c_p1w": 0.028178265179614748, "bench_spy_p1w": -0.017580503032209704, "bench_c_p1w": 0.00263127342992453, "ret_p1m": -0.023409539110134103, "ret_signed_p1m": -0.023409539110134103, "alpha_spy_p1m": 0.0007564462753455459, "alpha_c_p1m": -0.0004905486660048419, "bench_spy_p1m": -0.02416598538547965, "bench_c_p1m": -0.02291899044412926, "ret_p3m": 0.16855743337104778, "ret_signed_p3m": 0.16855743337104778, "alpha_spy_p3m": 0.11145245311272856, "alpha_c_p3m": -0.1596117137885209, "bench_spy_p3m": 0.05710498025831923, "bench_c_p3m": 0.3281691471595687, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.023409539110134103, "alpha_spy_stated": 0.0007564462753455459, "alpha_c_stated": -0.0004905486660048419, "price_path": [-0.1845, -0.2081, -0.2008, -0.2087, -0.2202, -0.2076, -0.2213, -0.2282, -0.2013, -0.2012, -0.1864, -0.1864, -0.182, -0.1927, -0.1804, -0.1709, -0.178, -0.173, -0.1529, -0.1486, -0.1297, -0.1423, -0.1783, -0.1904, -0.1928, -0.2207, -0.199, -0.187, -0.1748, -0.1645, -0.1593, -0.1593, -0.1479, -0.1533, -0.1571, -0.145, -0.145, -0.1007, -0.0933, -0.0787, -0.1033, -0.1052, -0.0894, -0.0665, -0.0681, -0.0796, -0.0387, -0.0366, -0.0366, -0.0795, -0.0824, -0.0789, -0.0578, -0.0639, -0.048, -0.0369, -0.0446, -0.0699, -0.0395, -0.0553, -0.0835, -0.0694, -0.0185, 0.0, 0.0183, 0.0526, 0.0357, 0.0308, 0.0308, 0.0247, 0.0193, 0.014, 0.0426, 0.0412, 0.0854, 0.0909, 0.0602, 0.0539, 0.0385, -0.0064, 0.0057, -0.0044, -0.0465, -0.0189, -0.0234, -0.0024, -0.0526, -0.0481, -0.0427, -0.0238, -0.0419, -0.0441, -0.071, -0.045, -0.0315, -0.0188, -0.0799, -0.0781, -0.107, -0.0464, -0.0365, -0.0434, -0.0434, -0.0357, -0.0257, 0.0324, 0.0313, 0.0457, 0.0428, 0.0719, 0.0584, 0.0252, 0.0454, 0.0334, 0.0386, 0.0932, 0.0797, 0.1356, 0.1427, 0.107, 0.1112, 0.1175, 0.1221, 0.1332, 0.1129, 0.1837, 0.1686, 0.1616, 0.1414, 0.121, 0.1281, 0.1786, 0.1409, 0.1172, 0.1078, 0.1332, 0.1488, 0.1414, 0.1414, 0.1634, 0.1928, 0.1988, 0.1807, 0.2292, 0.2604, 0.2322, 0.2554, 0.1714, 0.2043, 0.2074, 0.1533, 0.1909, 0.199, 0.2484, 0.2043, 0.2222, 0.307, 0.307, 0.3227, 0.2342, 0.2342, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2007500929382395977", "ticker_idx": 0, "ts": "2026-01-03T17:14:53+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "We've been holding because the smart candles told us to. We don't chase small wins. We sacrifice them for bigger ones like this.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holding MU long, targeting a bigger upside move as price climbs upper Bollinger Band.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "🍷 $MU (M) BLUE Candle → Upper Bollinger Climb\n\nWe've been holding because the smart candles told us to. We don't chase small wins. We sacrifice them for bigger ones like this.\n\nCheers. https://t.co/yMlLKIfuah", "reply_text": null, "parent_text": null, "quoted_text": "So what's up with Micron Technology $MU? Why did so many analysts lower the price targets but still rated it as Bullish? A bit contradicting isn't it? Well, here's the answer.\n\nThe DRAM spot prices have been mostly flat. The 'recovery' didn't come as soon as they initially https://t.co/GgCJ7xL1t0", "parent_author": null, "ret_m1d": 0.01047579496404416, "ret_signed_m1d": 0.01047579496404416, "alpha_spy_m1d": 0.01709193719477453, "alpha_c_m1d": 0.021837347405923246, "bench_spy_m1d": -0.006616142230730371, "bench_c_m1d": -0.011361552441879086, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.10020817203358767, "ret_signed_p1d": 0.10020817203358767, "alpha_spy_p1d": 0.09426101373421658, "alpha_c_p1d": 0.07364497153417249, "bench_spy_p1d": 0.005947158299371091, "bench_c_p1d": 0.026563200499415185, "ret_p1w": 0.10802499081593964, "ret_signed_p1w": 0.10802499081593964, "alpha_spy_p1w": 0.09720668731564941, "alpha_c_p1w": 0.0734107069340042, "bench_spy_p1w": 0.010818303500290227, "bench_c_p1w": 0.03461428388193544, "ret_p1m": 0.34371301679656074, "ret_signed_p1m": 0.34371301679656074, "alpha_spy_p1m": 0.3410811565662011, "alpha_c_p1m": 0.2905071677731854, "bench_spy_p1m": 0.0026318602303596617, "bench_c_p1m": 0.05320584902337533, "ret_p3m": 0.17377494024981432, "ret_signed_p3m": 0.17377494024981432, "alpha_spy_p3m": 0.21754119308862419, "alpha_c_p3m": 0.1347643437584105, "bench_spy_p3m": -0.04376625283880986, "bench_c_p3m": 0.039010596491403815, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.34371301679656074, "alpha_spy_stated": 0.3410811565662011, "alpha_c_stated": 0.2905071677731854, "price_path": [-0.3706, -0.3841, -0.4185, -0.3827, -0.401, -0.3854, -0.3514, -0.3519, -0.3379, -0.3522, -0.3644, -0.3381, -0.2986, -0.2952, -0.2894, -0.2743, -0.2827, -0.2834, -0.2484, -0.3018, -0.2395, -0.2368, -0.2381, -0.1889, -0.2279, -0.2158, -0.2412, -0.2096, -0.2252, -0.2683, -0.2765, -0.3552, -0.3359, -0.2829, -0.281, -0.2626, -0.2626, -0.2427, -0.23, -0.2331, -0.2502, -0.2742, -0.2404, -0.2093, -0.1917, -0.1555, -0.1723, -0.2278, -0.2395, -0.2554, -0.2778, -0.2041, -0.1484, -0.1143, -0.1153, -0.082, -0.082, -0.088, -0.057, -0.0625, -0.0857, -0.0857, 0.0105, 0.0, 0.1002, 0.0878, 0.0476, 0.1055, 0.108, 0.0832, 0.0679, 0.0784, 0.1621, 0.1621, 0.1693, 0.2465, 0.2737, 0.2803, 0.2465, 0.3142, 0.3945, 0.3961, 0.3291, 0.4025, 0.3437, 0.2154, 0.2266, 0.2644, 0.2286, 0.1957, 0.3146, 0.3262, 0.3188, 0.3188, 0.2807, 0.3486, 0.337, 0.3717, 0.3486, 0.3391, 0.3743, 0.3313, 0.3211, 0.322, 0.2163, 0.2839, 0.272, 0.1863, 0.2472, 0.2914, 0.3413, 0.2986, 0.3651, 0.4153, 0.4791, 0.4792, 0.4233, 0.3548, 0.2954, 0.2671, 0.2241, 0.1387, 0.1444, 0.0313, 0.0828, 0.1789, 0.1738, 0.1738, 0.2107, 0.2101, 0.3035, 0.3509, 0.348, 0.3671, 0.4924, 0.4622, 0.4654, 0.4585, 0.4372, 0.4402, 0.5623, 0.5439, 0.592, 0.6812, 0.6162, 0.6616, 0.6575, 0.7377, 0.8475, 1.0518, 1.1364, 1.0724, 1.3935, 1.549, 1.4568, 1.5756, 1.4871, 1.3225, 1.1843, 1.2394, 1.346, 1.4425, 1.4069, 1.4069, 1.8712, 1.9755, 1.9598, 2.112, 2.3187, 2.4104, 2.46, 2.1921, 1.7691, 2.0424, 1.9995, 1.8584, 2.1917, 2.146, 2.4869, 2.2715, 2.3434, 2.6344, 2.6344, 2.8824, 2.3709, 2.3709, null, null, null, null]}
{"unit_id": "quote:2002137275191468309", "ticker_idx": 0, "ts": "2025-12-19T22:01:38+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU All Time High Close. This is just the beginning.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish MU at all-time high close; calls it the beginning of further upside on HBM growth and DRAM/NAND price surge.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "💰 $MU All Time High Close. This is just the beginning. https://t.co/2IBF5WRJIL", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": -0.03857688692939154, "ret_signed_m1d": -0.03857688692939154, "alpha_spy_m1d": -0.03238565325037057, "alpha_c_m1d": -0.025857920980627447, "bench_spy_m1d": -0.006191233679020969, "bench_c_m1d": -0.012718965948764094, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0011569333679481986, "ret_signed_p1d": -0.0011569333679481986, "alpha_spy_p1d": -0.005727425715278844, "alpha_c_p1d": -0.010776036336136885, "bench_spy_p1d": 0.004570492347330646, "bench_c_p1d": 0.009619102968188686, "ret_p1w": 0.06471284763628149, "ret_signed_p1w": 0.06471284763628149, "alpha_spy_p1w": 0.060303004811186556, "alpha_c_p1w": 0.05217467945448262, "bench_spy_p1w": 0.004409842825094934, "bench_c_p1w": 0.01253816818179887, "ret_p1m": 0.3201759263113946, "ret_signed_p1m": 0.3201759263113946, "alpha_spy_p1m": 0.33076248791166096, "alpha_c_p1m": 0.23485482150214, "bench_spy_p1m": -0.010586561600266386, "bench_c_p1m": 0.08532110480925459, "ret_p3m": 0.6068891257649625, "ret_signed_p3m": 0.6068891257649625, "alpha_spy_p3m": 0.6434383704434135, "alpha_c_p3m": 0.5089741965866124, "bench_spy_p3m": -0.036549244678451, "bench_c_p3m": 0.0979149291783501, "ret_p6m": 2.6935585302606486, "ret_signed_p6m": 2.6935585302606486, "alpha_spy_p6m": 2.5949220531604182, "alpha_c_p6m": 1.9810203620788498, "bench_spy_p6m": 0.09863647710023038, "bench_c_p6m": 0.7125381681817988, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.3201759263113946, "alpha_spy_stated": 0.33076248791166096, "alpha_c_stated": 0.23485482150214, "price_path": [-0.4157, -0.4333, -0.4318, -0.4078, -0.3954, -0.3419, -0.3361, -0.3209, -0.3096, -0.3286, -0.2894, -0.3046, -0.3434, -0.303, -0.3237, -0.306, -0.2678, -0.2683, -0.2524, -0.2686, -0.2824, -0.2526, -0.2081, -0.2042, -0.1977, -0.1806, -0.1901, -0.191, -0.1515, -0.2117, -0.1413, -0.1383, -0.1398, -0.0842, -0.1283, -0.1146, -0.1433, -0.1076, -0.1252, -0.1739, -0.1832, -0.272, -0.2503, -0.1904, -0.1882, -0.1675, -0.1675, -0.145, -0.1306, -0.1341, -0.1534, -0.1806, -0.1423, -0.1073, -0.0874, -0.0466, -0.0655, -0.1282, -0.1413, -0.1594, -0.1846, -0.1014, -0.0386, 0.0, -0.0012, 0.0365, 0.0365, 0.0296, 0.0647, 0.0584, 0.0323, 0.0323, 0.1408, 0.129, 0.2422, 0.2281, 0.1828, 0.2482, 0.251, 0.223, 0.2057, 0.2176, 0.312, 0.312, 0.3202, 0.4074, 0.438, 0.4455, 0.4073, 0.4838, 0.5744, 0.5762, 0.5006, 0.5835, 0.5171, 0.3723, 0.3849, 0.4276, 0.3871, 0.35, 0.4842, 0.4973, 0.4889, 0.4889, 0.446, 0.5225, 0.5095, 0.5487, 0.5226, 0.5119, 0.5517, 0.503, 0.4915, 0.4926, 0.3733, 0.4496, 0.4361, 0.3393, 0.4081, 0.458, 0.5144, 0.4661, 0.5413, 0.598, 0.6699, 0.67, 0.6069, 0.5296, 0.4625, 0.4306, 0.382, 0.2857, 0.292, 0.1644, 0.2225, 0.331, 0.3252, 0.3252, 0.3669, 0.3663, 0.4717, 0.5252, 0.5219, 0.5435, 0.685, 0.6508, 0.6545, 0.6466, 0.6226, 0.6261, 0.7639, 0.7431, 0.7974, 0.8981, 0.8247, 0.876, 0.8713, 0.962, 1.0858, 1.3165, 1.412, 1.3398, 1.7023, 1.8779, 1.7738, 1.9079, 1.8079, 1.6221, 1.4661, 1.5283, 1.6487, 1.7576, 1.7174, 1.7174, 2.2417, 2.3594, 2.3417, 2.5135, 2.7469, 2.8504, 2.9064, 2.604, 2.1264, 2.4349, 2.3865, 2.2272, 2.6035, 2.5519, 2.9368, 2.6936]}
{"unit_id": "quote:2021639976560287800", "ticker_idx": 0, "ts": "2026-02-11T17:38:25+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU Just trust me", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Endorses MU as a bargain on low PE/PS, HBM growth, and surging DRAM/NAND prices.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU Just trust me https://t.co/rDoiuIcWxB", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": -0.09038847502394831, "ret_signed_m1d": -0.09038847502394831, "alpha_spy_m1d": -0.09061965059740684, "alpha_c_m1d": -0.06623111680233484, "bench_spy_m1d": 0.0002311755734585308, "bench_c_m1d": -0.024157358221613467, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.008846330552533033, "ret_signed_p1d": 0.008846330552533033, "alpha_spy_p1d": 0.024295190250419263, "alpha_c_p1d": 0.029749010173658275, "bench_spy_p1d": -0.01544885969788623, "bench_c_p1d": -0.020902679621125242, "ret_p1w": 0.025856644624870917, "ret_signed_p1w": 0.025856644624870917, "alpha_spy_p1w": 0.034050829978377606, "alpha_c_p1w": 0.031233015213836368, "bench_spy_p1w": -0.008194185353506689, "bench_c_p1w": -0.005376370588965451, "ret_p1m": -0.012160672600280864, "ret_signed_p1m": -0.012160672600280864, "alpha_spy_p1m": 0.025269286388445278, "alpha_c_p1m": 0.05209024107664584, "bench_spy_p1m": -0.03742995898872614, "bench_c_p1m": -0.0642509136769267, "ret_p3m": 0.9390362248077155, "ret_signed_p3m": 0.9390362248077155, "alpha_spy_p3m": 0.8677040620427314, "alpha_c_p3m": 0.5496008632794793, "bench_spy_p3m": 0.07133216276498411, "bench_c_p3m": 0.3894353615282362, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.012160672600280864, "alpha_spy_stated": 0.025269286388445278, "alpha_c_stated": 0.05209024107664584, "price_path": [-0.3987, -0.4106, -0.4434, -0.4497, -0.5095, -0.4948, -0.4545, -0.453, -0.4391, -0.4391, -0.4239, -0.4142, -0.4166, -0.4296, -0.4479, -0.4221, -0.3985, -0.3851, -0.3576, -0.3704, -0.4126, -0.4214, -0.4336, -0.4506, -0.3945, -0.3522, -0.3262, -0.327, -0.3016, -0.3016, -0.3062, -0.2826, -0.2869, -0.3045, -0.3045, -0.2313, -0.2393, -0.1631, -0.1725, -0.2031, -0.159, -0.1571, -0.176, -0.1876, -0.1796, -0.116, -0.116, -0.1105, -0.0517, -0.0311, -0.0261, -0.0518, -0.0002, 0.0608, 0.062, 0.0111, 0.0669, 0.0222, -0.0754, -0.0669, -0.0381, -0.0654, -0.0904, 0.0, 0.0088, 0.0032, 0.0032, -0.0257, 0.0259, 0.0171, 0.0435, 0.0259, 0.0187, 0.0455, 0.0127, 0.0049, 0.0057, -0.0747, -0.0233, -0.0324, -0.0976, -0.0512, -0.0176, 0.0203, -0.0122, 0.0385, 0.0767, 0.1251, 0.1252, 0.0827, 0.0306, -0.0146, -0.0361, -0.0688, -0.1337, -0.1295, -0.2154, -0.1763, -0.1032, -0.1071, -0.1071, -0.079, -0.0794, -0.0084, 0.0277, 0.0254, 0.04, 0.1353, 0.1123, 0.1147, 0.1095, 0.0933, 0.0956, 0.1885, 0.1744, 0.211, 0.2789, 0.2295, 0.264, 0.2609, 0.3219, 0.4054, 0.5608, 0.6252, 0.5765, 0.8207, 0.939, 0.8689, 0.9593, 0.8919, 0.7667, 0.6616, 0.7035, 0.7846, 0.858, 0.831, 0.831, 1.1842, 1.2635, 1.2516, 1.3673, 1.5246, 1.5943, 1.632, 1.4283, 1.1065, 1.3144, 1.2817, 1.1744, 1.428, 1.3932, 1.6525, 1.4886, 1.5433, 1.7647, 1.7647, 1.9534, 1.5642, 1.5642, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2015653030503534741", "ticker_idx": 0, "ts": "2026-01-26T05:08:26+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU is extremely cheap", "tweet_type": "analysis", "timeline": "unspecified", "summary": "MU extremely cheap at ~10x forward P/E vs WDC at ~30x despite being peers; strongly bullish MU, implicitly cautious on WDC valuation.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$WDC LSEG just dropped a research report on Western Digital with a solid score of 8, just slightly below Micron's.\n\nBut look at this gap:\n$WDC forward P/E ~30x\n$MU forward P/E ~10x  \n\nThey're peers in the Storage Business.\n$MU is extremely cheap. https://t.co/ml0gjagp7Q", "reply_text": null, "parent_text": null, "quoted_text": "$MU London Stock Exchange Group (LSEG) just dropped a Research Report on Micron.\n\nMicron scored 9, highest among its peers.\n\nThe average score combines the quantitative analysis of six factors: Earnings, Fundamental, Relative Valuation, Risk, Price Momentum and Insider Trading. https://t.co/7hSmIX2lSh", "parent_author": null, "ret_m1d": 0.02714026854416307, "ret_signed_m1d": 0.02714026854416307, "alpha_spy_m1d": 0.03219284216618923, "alpha_c_m1d": 0.023955902187538847, "bench_spy_m1d": -0.0050525736220261575, "bench_c_m1d": 0.003184366356624224, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05435759085969649, "ret_signed_p1d": 0.05435759085969649, "alpha_spy_p1d": 0.05037342548122559, "alpha_c_p1d": 0.03322025441476706, "bench_spy_p1d": 0.003984165378470905, "bench_c_p1d": 0.021137336444929433, "ret_p1w": 0.12518954482328515, "ret_signed_p1w": 0.12518954482328515, "alpha_spy_p1w": 0.12132088303871202, "alpha_c_p1w": 0.10224687963987589, "bench_spy_p1w": 0.003868661784573124, "bench_c_p1w": 0.02294266518340926, "ret_p1m": 0.07432730762902162, "ret_signed_p1m": 0.07432730762902162, "alpha_spy_p1m": 0.08209377282576924, "alpha_c_p1m": 0.02332686641656423, "bench_spy_p1m": -0.007766465196747618, "bench_c_p1m": 0.05100044121245739, "ret_p3m": 0.2385884502360145, "ret_signed_p3m": 0.2385884502360145, "alpha_spy_p3m": 0.21310263538827545, "alpha_c_p3m": 0.030399299103990085, "bench_spy_p3m": 0.02548581484773904, "bench_c_p3m": 0.2081891511320244, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.07432730762902162, "alpha_spy_stated": 0.08209377282576924, "alpha_c_stated": 0.02332686641656423, "price_path": [-0.4178, -0.4245, -0.4251, -0.397, -0.4399, -0.3898, -0.3877, -0.3888, -0.3493, -0.3806, -0.3708, -0.3913, -0.3659, -0.3784, -0.413, -0.4196, -0.4827, -0.4673, -0.4247, -0.4232, -0.4084, -0.4084, -0.3925, -0.3822, -0.3847, -0.3984, -0.4177, -0.3906, -0.3656, -0.3515, -0.3225, -0.336, -0.3805, -0.3898, -0.4027, -0.4206, -0.3615, -0.3168, -0.2894, -0.2902, -0.2635, -0.2635, -0.2684, -0.2434, -0.2479, -0.2665, -0.2665, -0.1893, -0.1977, -0.1174, -0.1273, -0.1595, -0.1131, -0.1111, -0.131, -0.1433, -0.1348, -0.0677, -0.0677, -0.0619, 0.0001, 0.0218, 0.0271, 0.0, 0.0544, 0.1187, 0.12, 0.0663, 0.1252, 0.078, -0.0249, -0.0159, 0.0144, -0.0144, -0.0407, 0.0546, 0.0639, 0.058, 0.058, 0.0275, 0.0819, 0.0726, 0.1004, 0.0819, 0.0743, 0.1026, 0.068, 0.0598, 0.0606, -0.0242, 0.03, 0.0205, -0.0483, 0.0006, 0.036, 0.0761, 0.0418, 0.0952, 0.1355, 0.1866, 0.1867, 0.1418, 0.0869, 0.0392, 0.0166, -0.018, -0.0864, -0.0819, -0.1726, -0.1314, -0.0542, -0.0583, -0.0583, -0.0287, -0.0292, 0.0458, 0.0838, 0.0814, 0.0968, 0.1973, 0.173, 0.1756, 0.1701, 0.153, 0.1554, 0.2534, 0.2386, 0.2772, 0.3487, 0.2966, 0.3331, 0.3297, 0.3941, 0.4822, 0.6461, 0.7139, 0.6626, 0.9202, 1.0449, 0.971, 1.0663, 0.9953, 0.8632, 0.7524, 0.7966, 0.8821, 0.9595, 0.931, 0.931, 1.3035, 1.3871, 1.3745, 1.4966, 1.6625, 1.736, 1.7758, 1.5609, 1.2215, 1.4408, 1.4063, 1.2932, 1.5606, 1.5239, 1.7974, 1.6246, 1.6822, 1.9157, 1.9157, 2.1147, 1.7043, 1.7043, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2018362938697060374", "ticker_idx": 0, "ts": "2026-02-02T16:36:38+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "But then why do institutions keep buying it? What do they know that you don't?", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish PLTR: curates 27 customer testimonials showing transformative ROI across industries as evidence institutions are right to accumulate despite stretched valuation.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "$PLTR Direct Testimonials from 27 Customers\n\nUNITED AIRLINES\n\"We deployed Chime late last year…we’ve already saved almost 300 delays, 20 cancellations...this represents millions of dollars of cost avoidance.\"\n\nWENDY'S QUALITY SUPPLY CHAIN CO-OP\n\"Now, we've not only fixed our inventory problem, we've now taken a problem that would go on for weeks and days and fixed it in five minutes, making our people incredibly efficient.\"\n\nGENERAL MILLS\n\"We’re saving on average about $40,000 a day, which is about $14M annually – and it’s really only deployed to part of our network.\"\n\nSOMPO JAPAN\n\"So, what was the impact? Over the last three years, we have seen a $60 million improvement in profit. And we expect an additional $100M over the next three years.\"\n\nESI\n\"I attended a bootcamp not too long ago...and in 90 minutes, [the team] built an AIP module that was able to read a very poorly made scan...and issue a remarkably good judgment. This has blown our minds.\"\n\nCAZ INVESTMENTS\n\"With AIP, we can now process over 100 times more leads with the same amount of resources. This has reduced our lead processing time by over 90%. This would not have been possible without AIP.\"\n\nPANASONIC ENERGY NORTH AMERICA\n\"Ask Atom [powered by Palantir AIP] serves as a vital training tool for our new, and even veteran technicians – cutting that 3-6 month learning curve down to just a few weeks.\"\n\nAARP\n\"Foundry and AIP have been terrific for us. We launched the first prototype within 45 days. And that was just amazing from my perspective.\"\n\nLOWE'S\n\"In less than four months, we created something from POC all the way to production. Palantir has made us faster and smarter.\"\n\nAT&T\n\"[S.C.O.U.T] began as a joint effort between AT&T and Palantir, and now has over 100 AT&T dedicated engineers and a dedicated support team…for this application. It's just one of the 660 applications we have on Foundry today.\"\n\nWALGREENS\n\"We started with the goal of piloting 10 stores within about six months. However, leveraging Foundry and AIP, we began to see real promise quickly in composing AI-powered, end-to-end workflows that allowed us to get to about 4000 stores within eight months.\"\n\nFUJITSU\n\"We've combined Foundry's data integration capabilities and Fujitsu's machine learning AI to transform our operations … creating alert systems, demand forecasting, inventory control systems, and so on. This transformation resulted in an impressive annual cost reduction of $9M within just 3 months.\"\n\nL3HARRIS\n\"I did not want a dashboard to tell me I was in trouble. I know when I'm in trouble. I wanted someone to give me some predictives, and some ways to...get me not only technologically advanced, but decisionally be more agile and and able to maximize cost [savings] and efficiencies.\"\n\nWALGREENS\n\"We needed to start scaling and building out autonomous orchestration. If we were to rely on humans solely...that would amount to about 384 billion decisions every day. It would be flat out impossible.\"\n\nHEINEKEN\n\"We had a great chassis of the car. But our engine was underpowered. So we went to Palantir because we want to have the best engine out there...In three months, [the teams] built what took us three years before.\"\n\nPAREXEL\n\"We estimate that this solution reduces our time to submission materials by over 50% from the current 10 to 12 week average to around 3 to 4 weeks. We can create this process, manage the process, standardize it...and cut [in] half the time that is required to get there.\"\n\nLENNAR\n\"It was totally quiet for 14 minutes. People were just in awe. All total hell broke loose, because people completely couldn’t believe what they had seen.\"\n\nARCHER AVIATION\n\"We’ve been able to build an ontology...and really get this all to come together in a faster time scale than ever been seen for an aircraft certification program of this magnitude.\"\n\nCUMMINS\n\"You’ve got to have the right technology to be able to access [your data] fast...efficiently. That’s the difference with Foundry and building ontologies.\"\n\nJACOBS\n\"Palantir's frontline mixed reality capabilities...will complement our technology goals of worker enablement and job site safety. No matter what industrial site our teams are at...workers gain access to data and insights in the field where it's most relevant and critical.\"\n\nTAMPA GENERAL HOSPITAL\n\"Palantir is going to be front and center for everything that we do…[the platform] is a strategic differentiator for us.\"\n\nNORTHWIND TECHNICAL SERVICES\n\"We chose Palantir because their products are absolutely best in the class. We partnered with Palantir because their core values match with Northwind core values. And last, we win with Palantir because this relationship will make us a better competitor.\"\n\nEATON\n\"We like to say that we make what matters work. Palantir is helping us focus on what matters.\"\n\nHCA HEALTHCARE\n\"We have a better-balanced schedule. We have a better complement of competencies every single day. A unique feature of this scheduling system also allows us to balance it out in the future.\"\n\nCINTRA FERROVIAL\n\"It is important that in real-time we can send out help right away. So that we can not only make our operations more efficient, but it can save lives.\"\n\nCPKC\n\"We are building for the future, on a platform that we think is scalable for the future.\"\n\nFannie Mae\n\"It was a mortgage fraud case. There's a lot of paper, reams of paper. It took our really talented investigators 60 days to detect fraud in these files. It took your technology 10 seconds, like holy cow\"", "reply_text": null, "parent_text": null, "quoted_text": "$PLTR valuation makes ZERO sense \n\nBut then why do institutions keep buying it?\nWhat do they know that you don't?\n\nI work in BIG DATA analytics and let me share the secrets of Palantir in the most basic way\n\nPalantir has monopoly on Automated Governance, serving as the ultimate https://t.co/XGLRmO7rq8", "parent_author": null, "ret_m1d": -0.007918233706290412, "ret_signed_m1d": -0.007918233706290412, "alpha_spy_m1d": -0.002971601778340993, "alpha_c_m1d": -0.002971601778340993, "bench_spy_m1d": -0.004946631927949419, "bench_c_m1d": -0.004946631927949419, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0684895151069349, "ret_signed_p1d": 0.0684895151069349, "alpha_spy_p1d": 0.07694490100810747, "alpha_c_p1d": 0.07694490100810747, "bench_spy_p1d": -0.008455385901172563, "bench_c_p1d": -0.008455385901172563, "ret_p1w": -0.032823436823437246, "ret_signed_p1w": -0.032823436823437246, "alpha_spy_p1w": -0.03072397265709237, "alpha_c_p1w": -0.03072397265709237, "bench_spy_p1w": -0.0020994641663448776, "bench_c_p1w": -0.0020994641663448776, "ret_p1m": -0.0036545296846761666, "ret_signed_p1m": -0.0036545296846761666, "alpha_spy_p1m": 0.01803037457326373, "alpha_c_p1m": 0.01803037457326373, "bench_spy_p1m": -0.021684904257939897, "bench_c_p1m": -0.021684904257939897, "ret_p3m": -0.05854083796737142, "ret_signed_p3m": -0.05854083796737142, "alpha_spy_p3m": -0.09479669765532994, "alpha_c_p3m": -0.09479669765532994, "bench_spy_p3m": 0.036255859687958525, "bench_c_p3m": 0.036255859687958525, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.0036545296846761666, "alpha_spy_stated": 0.01803037457326373, "alpha_c_stated": 0.01803037457326373, "price_path": [0.2717, 0.1847, 0.2042, 0.3103, 0.2924, 0.2464, 0.165, 0.1777, 0.159, 0.1324, 0.1195, 0.054, 0.048, 0.0981, 0.1069, 0.1219, 0.1219, 0.14, 0.1335, 0.1552, 0.1917, 0.2041, 0.2301, 0.2283, 0.2306, 0.2717, 0.2692, 0.2424, 0.2402, 0.2706, 0.1999, 0.2567, 0.3087, 0.3128, 0.3138, 0.3141, 0.3141, 0.2771, 0.2465, 0.2239, 0.203, 0.203, 0.136, 0.1779, 0.2162, 0.2296, 0.1969, 0.2012, 0.2142, 0.2112, 0.2074, 0.1984, 0.157, 0.157, 0.1406, 0.1189, 0.1228, 0.1478, 0.1334, 0.1214, 0.0649, 0.0277, -0.0079, 0.0, 0.0685, -0.0556, -0.1201, -0.0803, -0.0328, -0.0558, -0.0818, -0.1261, -0.1107, -0.1107, -0.0998, -0.0838, -0.0871, -0.0847, -0.1161, -0.128, -0.0918, -0.08, -0.0715, -0.0175, -0.0037, 0.0367, 0.0332, 0.0636, 0.0587, 0.0229, 0.026, 0.0388, 0.0216, 0.0336, 0.0495, 0.0339, 0.0536, 0.0198, 0.0885, 0.0475, 0.0487, -0.0014, -0.0318, -0.0691, -0.01, -0.0086, 0.0047, 0.0047, 0.0012, 0.0156, -0.0474, -0.1169, -0.1333, -0.1042, -0.0816, -0.038, -0.0338, -0.0093, -0.0127, -0.0121, 0.0329, -0.0419, -0.0316, -0.0315, -0.0445, -0.0663, -0.0585, -0.025, -0.0117, -0.0802, -0.0945, -0.0725, -0.0674, -0.0736, -0.0796, -0.1199, -0.095, -0.0932, -0.0854, -0.0846, -0.0718, -0.07, -0.0736, -0.0736, -0.0755, -0.1032, -0.0299, 0.0594, 0.0872, 0.0298, -0.0376, -0.041, -0.0828, -0.0764, -0.1062, -0.1188, -0.1129, -0.1338, -0.0883, -0.0982, -0.1159, -0.1305, -0.1305, -0.1913, -0.2102, -0.2102, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2016744872779358510", "ticker_idx": 0, "ts": "2026-01-29T05:27:01+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Analysts still haven't re-priced this new reality", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long MU: AI memory bottleneck + HBM platform upgrade not yet reflected in analyst estimates; value flows to Micron.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU Hyperscalers just reported massive CapEx surges.\n\nAI training and inference remain severely memory-bottlenecked. Obviously, value flows one way: high-bandwidth AI memory (HBM).\n\nMicron now sits on a new powerful HBM platform. Analysts still haven't re-priced this new reality. https://t.co/Vx93u431Dl", "reply_text": null, "parent_text": null, "quoted_text": "$MU How acute is that shortage?\n\n\"For several of our key customers, in the medium term, we are able to support 50% to 2/3 of their demands.\"\n\n\"That's why we're really focused on bringing up the supply.\" (Referring to the megafab constructions in ID and NY)\n\n-Micron CEO Sanjay https://t.co/nGuXimO3on", "parent_author": null, "ret_m1d": -0.001170312031599341, "ret_signed_m1d": -0.001170312031599341, "alpha_spy_m1d": -0.0031586347686489713, "alpha_c_m1d": 0.0009612844291158051, "bench_spy_m1d": 0.0019883227370496304, "bench_c_m1d": -0.002131596460715146, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04798188254691005, "ret_signed_p1d": -0.04798188254691005, "alpha_spy_p1d": -0.044999398441335714, "alpha_c_p1d": -0.014306853976880696, "bench_spy_p1d": -0.0029824841055743345, "bench_c_p1d": -0.03367502857002935, "ret_p1w": -0.12138871516552752, "ret_signed_p1w": -0.12138871516552752, "alpha_spy_p1w": -0.09773015005202468, "alpha_c_p1w": -0.0340875495960401, "bench_spy_p1w": -0.02365856511350284, "bench_c_p1w": -0.08730116556948742, "ret_p1m": -0.053741527147561086, "ret_signed_p1m": -0.053741527147561086, "alpha_spy_p1m": -0.04214277155998958, "alpha_c_p1m": -0.027036233533177412, "bench_spy_p1m": -0.011598755587571508, "bench_c_p1m": -0.026705293614383674, "ret_p3m": 0.1576718910245789, "ret_signed_p3m": 0.1576718910245789, "alpha_spy_p3m": 0.12944062566182413, "alpha_c_p3m": -0.018822658650725854, "bench_spy_p3m": 0.028231265362754776, "bench_c_p3m": 0.17649454967530476, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.053741527147561086, "alpha_spy_stated": -0.04214277155998958, "alpha_c_stated": -0.027036233533177412, "price_path": [-0.4617, -0.4999, -0.4552, -0.4533, -0.4543, -0.419, -0.447, -0.4383, -0.4565, -0.4338, -0.445, -0.4759, -0.4818, -0.5381, -0.5243, -0.4864, -0.485, -0.4718, -0.4718, -0.4576, -0.4484, -0.4507, -0.4629, -0.4801, -0.4559, -0.4336, -0.421, -0.3951, -0.4072, -0.4469, -0.4552, -0.4667, -0.4827, -0.4299, -0.39, -0.3656, -0.3663, -0.3424, -0.3424, -0.3468, -0.3245, -0.3285, -0.3451, -0.3451, -0.2762, -0.2837, -0.2119, -0.2208, -0.2496, -0.2081, -0.2063, -0.2241, -0.2351, -0.2275, -0.1676, -0.1676, -0.1624, -0.1071, -0.0877, -0.0829, -0.1072, -0.0586, -0.0012, 0.0, -0.048, 0.0046, -0.0375, -0.1294, -0.1214, -0.0943, -0.12, -0.1435, -0.0584, -0.0501, -0.0554, -0.0554, -0.0826, -0.0341, -0.0423, -0.0175, -0.034, -0.0408, -0.0156, -0.0464, -0.0537, -0.0531, -0.1288, -0.0804, -0.0889, -0.1503, -0.1066, -0.075, -0.0392, -0.0699, -0.0222, 0.0138, 0.0594, 0.0595, 0.0195, -0.0296, -0.0721, -0.0924, -0.1232, -0.1843, -0.1803, -0.2613, -0.2244, -0.1555, -0.1592, -0.1592, -0.1328, -0.1332, -0.0663, -0.0324, -0.0345, -0.0208, 0.069, 0.0473, 0.0496, 0.0447, 0.0294, 0.0316, 0.1191, 0.1059, 0.1403, 0.2042, 0.1577, 0.1902, 0.1872, 0.2447, 0.3233, 0.4697, 0.5303, 0.4844, 0.7144, 0.8258, 0.7598, 0.8449, 0.7814, 0.6636, 0.5646, 0.6041, 0.6804, 0.7495, 0.724, 0.724, 1.0566, 1.1313, 1.1201, 1.2291, 1.3771, 1.4428, 1.4783, 1.2865, 0.9835, 1.1792, 1.1485, 1.0474, 1.2862, 1.2534, 1.4976, 1.3433, 1.3948, 1.6032, 1.6032, 1.7809, 1.4145, 1.4145, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2020301610291982508", "ticker_idx": 0, "ts": "2026-02-08T01:00:13+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "UBS: Raised to $450 from $400 with Buy rating ... Phillip Securities: Initiated coverage at $500 with a Buy rating", "tweet_type": "news_reaction", "timeline": "months", "summary": "Shares multiple bullish PT raises on MU: UBS to $450, Phillip Securities to $500, on memory shortages persisting through 2027 and HBM share gains.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU Renewed Price Targets for February \n\n-UBS: Raised to $450 from $400 with Buy rating\n\n\"Memory shortages (both DRAM and NAND) are expected to persist through 2027, with DRAM shortages likely continuing into Q4 2027 and NAND into Q1 2027.\"\n\n-Phillip Securities: Initiated coverage at $500 with a Buy rating \n\n\"The company is expected to 'chip away' at SK Hynix's market share in HBM when its next-generation HBM4 ramps beyond Q2 2026 (potentially gaining share in Q3 2026 and beyond).\"\n\n\"Forecasts a 56% rise in DRAM prices for fiscal 2026, driven by severe shortages and tight supply.\"\n\n\"Emphasizes Micron's improving position in HBM, with DRAM shortage fueling significant pricing upside and strong long-term growth in the AI memory supercycle.\"", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. 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{"unit_id": "quote:1987952280726106465", "ticker_idx": 0, "ts": "2025-11-10T18:35:32+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": true, "quote": "Sure, go ahead and short it", "tweet_type": "sarcasm", "timeline": "unspecified", "summary": "Sarcastic dare to short PLTR; author is implicitly bullish given Rule of 40 score of 114 and institutional buying.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "$PLTR Rule of 40, Score 114\n\nSure, go ahead and short it https://t.co/awvuQhmHPL", "reply_text": null, "parent_text": null, "quoted_text": "$PLTR valuation makes ZERO sense \n\nBut then why do institutions keep buying it?\nWhat do they know that you don't?\n\nI work in BIG DATA analytics and let me share the secrets of Palantir in the most basic way\n\nPalantir has monopoly on Automated Governance, serving as the ultimate https://t.co/XGLRmO7rq8", "parent_author": null, "ret_m1d": -0.0809875930227747, "ret_signed_m1d": -0.0809875930227747, "alpha_spy_m1d": -0.06562306674464924, "alpha_c_m1d": -0.06562306674464924, "bench_spy_m1d": -0.015364526278125457, "bench_c_m1d": -0.015364526278125457, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.013687277971852319, "ret_signed_p1d": -0.013687277971852319, "alpha_spy_p1d": -0.01597663582639075, "alpha_c_p1d": -0.01597663582639075, "bench_spy_p1d": 0.002289357854538432, "bench_c_p1d": 0.002289357854538432, "ret_p1w": -0.11548990516947533, "ret_signed_p1w": -0.11548990516947533, "alpha_spy_p1w": -0.09234779357416223, "alpha_c_p1w": -0.09234779357416223, "bench_spy_p1w": -0.023142111595313097, "bench_c_p1w": -0.023142111595313097, "ret_p1m": -0.060792336322277984, "ret_signed_p1m": -0.060792336322277984, "alpha_spy_p1m": -0.06314039566026608, "alpha_c_p1m": -0.06314039566026608, "bench_spy_p1m": 0.0023480593379880954, "bench_c_p1m": 0.0023480593379880954, "ret_p3m": -0.3284954594443361, "ret_signed_p3m": -0.3284954594443361, "alpha_spy_p3m": -0.32582806403638154, "alpha_c_p3m": -0.32582806403638154, "bench_spy_p3m": -0.002667395407954576, "bench_c_p3m": -0.002667395407954576, "ret_p6m": -0.2980217796929091, "ret_signed_p6m": -0.2980217796929091, "alpha_spy_p6m": -0.3661880194041195, "alpha_c_p6m": -0.3661880194041195, "bench_spy_p6m": 0.06816623971121039, "bench_c_p6m": 0.06816623971121039, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.060792336322277984, "alpha_spy_stated": -0.06314039566026608, "alpha_c_stated": -0.06314039566026608, "price_path": [-0.0477, -0.065, -0.0849, -0.1011, -0.1852, -0.1942, -0.1933, -0.1801, -0.1882, -0.1691, -0.1905, -0.1833, -0.1906, -0.1906, -0.1886, -0.1999, -0.1935, -0.2092, -0.1937, -0.1614, -0.1388, -0.1511, -0.1146, -0.1157, -0.1206, -0.1306, -0.0859, -0.058, -0.0738, -0.0571, -0.0726, -0.0748, -0.0828, -0.0762, -0.0578, -0.0447, -0.0339, -0.1061, -0.0727, -0.0591, -0.0519, -0.042, -0.0938, -0.0847, -0.0716, -0.0723, -0.08, -0.0799, -0.0621, -0.0625, -0.0936, -0.0678, -0.0464, -0.0229, -0.0207, 0.0269, 0.0049, 0.0354, 0.0701, -0.0148, -0.0295, -0.0959, -0.081, 0.0, -0.0137, -0.0488, -0.1109, -0.1012, -0.1155, -0.1357, -0.1456, -0.1956, -0.2002, -0.162, -0.1553, -0.1438, -0.1438, -0.13, -0.1349, -0.1184, -0.0905, -0.081, -0.0612, -0.0626, -0.0608, -0.0294, -0.0314, -0.0519, -0.0535, -0.0303, -0.0843, -0.0409, -0.0012, 0.0019, 0.0027, 0.0029, 0.0029, -0.0253, -0.0487, -0.066, -0.0819, -0.0819, -0.133, -0.1011, -0.0718, -0.0616, -0.0865, -0.0833, -0.0733, -0.0757, -0.0786, -0.0854, -0.117, -0.117, -0.1295, -0.1461, -0.1431, -0.124, -0.135, -0.1442, -0.1873, -0.2156, -0.2429, -0.2368, -0.1845, -0.2793, -0.3285, -0.2981, -0.2619, -0.2794, -0.2992, -0.333, -0.3213, -0.3213, -0.3129, -0.3008, -0.3033, -0.3015, -0.3254, -0.3345, -0.3069, -0.2979, -0.2914, -0.2502, -0.2396, -0.2088, -0.2115, -0.1883, -0.192, -0.2194, -0.217, -0.2072, -0.2203, -0.2112, -0.199, -0.2109, -0.1959, -0.2217, -0.1693, -0.2006, -0.1996, -0.2378, -0.2611, -0.2896, -0.2445, -0.2434, -0.2332, -0.2332, -0.2359, -0.2249, -0.273, -0.326, -0.3386, -0.3163, -0.2991, -0.2658, -0.2626, -0.2439, -0.2465, -0.2461, -0.2117, -0.2688, -0.2609, -0.2609, -0.2708, -0.2874, -0.2815, -0.2559, -0.2458, -0.298]}
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{"unit_id": "quote:2009515326040592527", "ticker_idx": 0, "ts": "2026-01-09T06:39:23+00:00", "symbol": "RDDT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Every bit of Reddit content is authentic human-generated data, the platform's most valuable asset and a true moat in the AI era.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish RDDT: authentic human-generated content is a durable moat in the AI era.", "resolved_tickers": ["RDDT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "quote", "lang": "en", "tweet_text": "$RDDT Every bit of Reddit content is authentic human-generated data, the platform's most valuable asset and a true moat in the AI era.\n\nGreat read 👇", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/lPl6ove4sO", "parent_author": null, "ret_m1d": 0.03839548365794654, "ret_signed_m1d": 0.03839548365794654, "alpha_spy_m1d": 0.04496541716826741, "alpha_c_m1d": 0.04204233946832514, "bench_spy_m1d": -0.006569933510320869, "bench_c_m1d": -0.003646855810378602, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0022080196742045866, "ret_signed_p1d": -0.0022080196742045866, "alpha_spy_p1d": -0.0037784526748684266, "alpha_c_p1d": 0.0008451710154967484, "bench_spy_p1d": 0.00157043300066384, "bench_c_p1d": -0.003053190689701335, "ret_p1w": -0.05540563946281274, "ret_signed_p1w": -0.05540563946281274, "alpha_spy_p1w": -0.051933341727669946, "alpha_c_p1w": -0.03216757434773232, "bench_spy_p1w": -0.003472297735142793, "bench_c_p1w": -0.02323806511508042, "ret_p1m": -0.4204284964502226, "ret_signed_p1m": -0.4204284964502226, "alpha_spy_p1m": -0.42025557554562354, "alpha_c_p1m": -0.41169298949034183, "bench_spy_p1m": -0.00017292090459908316, "bench_c_p1m": -0.00873550695988079, "ret_p3m": -0.4070984566261304, "ret_signed_p3m": -0.4070984566261304, "alpha_spy_p3m": -0.38373804472782846, "alpha_c_p3m": -0.3754062930122314, "bench_spy_p3m": -0.023360411898301958, "bench_c_p3m": -0.03169216361389904, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.4204284964502226, "alpha_spy_stated": -0.42025557554562354, "alpha_c_stated": -0.41169298949034183, "price_path": [-0.1971, -0.1791, -0.1864, -0.2029, -0.1721, -0.1589, -0.1943, -0.1789, -0.1241, -0.1035, -0.1292, -0.1382, -0.205, -0.1456, -0.1618, -0.2322, -0.1975, -0.2491, -0.2044, -0.1651, -0.1486, -0.1707, -0.2255, -0.2096, -0.2331, -0.2407, -0.2322, -0.2563, -0.2498, -0.2026, -0.1066, -0.1513, -0.1513, -0.1149, -0.0865, -0.0891, -0.097, -0.0892, -0.0427, -0.0311, -0.0346, -0.0264, -0.0451, -0.0809, -0.1066, -0.0841, -0.0704, -0.0541, -0.0465, -0.0467, -0.0766, -0.0765, -0.0765, -0.0768, -0.0405, -0.0458, -0.0601, -0.0601, -0.0109, -0.0021, 0.0378, 0.0447, 0.0384, 0.0, -0.0022, 0.0588, 0.032, -0.0646, -0.0554, -0.0554, -0.0785, -0.1408, -0.1228, -0.105, -0.1265, -0.1973, -0.2103, -0.2229, -0.2629, -0.2756, -0.3236, -0.3757, -0.3824, -0.4282, -0.4204, -0.3867, -0.4304, -0.4641, -0.429, -0.429, -0.4307, -0.397, -0.4025, -0.386, -0.4175, -0.419, -0.388, -0.3815, -0.4038, -0.3985, -0.4043, -0.3977, -0.4098, -0.43, -0.4322, -0.4515, -0.4393, -0.4592, -0.4588, -0.4275, -0.4098, -0.4161, -0.4352, -0.4282, -0.4236, -0.4434, -0.4291, -0.4796, -0.5018, -0.4924, -0.4494, -0.4432, -0.4439, -0.4439, -0.4343, -0.4229, -0.4071, -0.4342, -0.4286, -0.3893, -0.3681, -0.352, -0.3357, -0.3302, -0.3201, -0.3588, -0.3281, -0.3746, -0.3667, -0.3449, -0.3951, -0.3959, -0.398, -0.3193, -0.3087, -0.2982, -0.3189, -0.3296, -0.3629, -0.3478, -0.377, -0.3698, -0.3609, -0.3532, -0.3494, -0.3667, -0.4001, -0.3865, -0.4207, -0.4207, -0.4086, -0.3695, -0.3143, -0.2803, -0.2728, -0.3084, -0.307, -0.248, -0.2908, -0.3003, -0.2717, -0.2958, -0.2915, -0.3372, -0.2563, -0.2828, -0.3214, -0.2846, -0.2846, -0.3031, -0.3227, -0.3227, null, null, null, null, null, null, null, null]}
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{"unit_id": "quote:2011564647086948517", "ticker_idx": 0, "ts": "2026-01-14T22:22:39+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU Price Targets Keep Getting Raised ⏫️ Cantor Fitzgerald raised its price target on Micron to $450 (from $350) with an \"overweight\" rating", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Shares/endorses multiple raised price targets on MU including Cantor Fitzgerald's $450 PT with Overweight rating on AI/HBM demand.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU Price Targets Keep Getting Raised ⏫️\n\nCantor Fitzgerald raised its price target on Micron to $450 (from $350) with an \"overweight\" rating, implying roughly a 34% upside, and multiple other brokers have recently lifted targets amid stronger AI/HBM demand. https://t.co/KeZZ1uVDVk", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": -0.009743643695028004, "ret_signed_m1d": -0.009743643695028004, "alpha_spy_m1d": -0.0070277423942850525, "alpha_c_m1d": 0.010588834002643543, "bench_spy_m1d": -0.002715901300742951, "bench_c_m1d": -0.020332477697671547, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.07759263054980647, "ret_signed_p1d": 0.07759263054980647, "alpha_spy_p1d": 0.07843053573896852, "alpha_c_p1d": 0.06755249294086618, "bench_spy_p1d": -0.000837905189162047, "bench_c_p1d": 0.010040137608940292, "ret_p1w": 0.1810592360281007, "ret_signed_p1w": 0.1810592360281007, "alpha_spy_p1w": 0.18576854151789102, "alpha_c_p1w": 0.16488910005046997, "bench_spy_p1w": -0.004709305489790316, "bench_c_p1w": 0.01617013597763073, "ret_p1m": 0.22288569080886544, "ret_signed_p1m": 0.22288569080886544, "alpha_spy_p1m": 0.23803942730935568, "alpha_c_p1m": 0.19435463091100735, "bench_spy_p1m": -0.015153736500490234, "bench_c_p1m": 0.02853105989785809, "ret_p3m": 0.3838802799912209, "ret_signed_p3m": 0.3838802799912209, "alpha_spy_p3m": 0.3779334843558799, "alpha_c_p3m": 0.24364669399606464, "bench_spy_p3m": 0.005946795635340951, "bench_c_p3m": 0.14023358599515623, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.22288569080886544, "alpha_spy_stated": 0.23803942730935568, "alpha_c_stated": 0.19435463091100735, "price_path": [-0.386, -0.3993, -0.4107, -0.3862, -0.3496, -0.3464, -0.3411, -0.327, -0.3348, -0.3355, -0.3031, -0.3526, -0.2948, -0.2923, -0.2935, -0.2478, -0.284, -0.2728, -0.2964, -0.2671, -0.2815, -0.3215, -0.3291, -0.402, -0.3842, -0.3351, -0.3333, -0.3163, -0.3163, -0.2978, -0.286, -0.2889, -0.3047, -0.327, -0.2956, -0.2668, -0.2505, -0.2169, -0.2325, -0.284, -0.2948, -0.3096, -0.3303, -0.262, -0.2104, -0.1787, -0.1796, -0.1487, -0.1487, -0.1543, -0.1255, -0.1307, -0.1522, -0.1522, -0.063, -0.0727, 0.0202, 0.0087, -0.0285, 0.0251, 0.0274, 0.0045, -0.0097, 0.0, 0.0776, 0.0776, 0.0843, 0.1559, 0.1811, 0.1872, 0.1558, 0.2187, 0.2931, 0.2946, 0.2325, 0.3005, 0.246, 0.1271, 0.1374, 0.1725, 0.1392, 0.1088, 0.219, 0.2297, 0.2229, 0.2229, 0.1876, 0.2505, 0.2398, 0.2719, 0.2505, 0.2417, 0.2744, 0.2345, 0.225, 0.2259, 0.1279, 0.1905, 0.1795, 0.1, 0.1565, 0.1975, 0.2438, 0.2041, 0.2659, 0.3124, 0.3715, 0.3716, 0.3198, 0.2563, 0.2012, 0.175, 0.135, 0.0559, 0.0612, -0.0437, 0.004, 0.0932, 0.0884, 0.0884, 0.1227, 0.1221, 0.2087, 0.2527, 0.2499, 0.2677, 0.3839, 0.3559, 0.3588, 0.3524, 0.3326, 0.3355, 0.4487, 0.4316, 0.4762, 0.5589, 0.4987, 0.5408, 0.5369, 0.6114, 0.7131, 0.9026, 0.981, 0.9217, 1.2194, 1.3636, 1.2782, 1.3883, 1.3062, 1.1536, 1.0254, 1.0766, 1.1754, 1.2649, 1.2319, 1.2319, 1.6624, 1.7591, 1.7446, 1.8857, 2.0774, 2.1624, 2.2083, 1.96, 1.5677, 1.8211, 1.7813, 1.6506, 1.9596, 1.9172, 2.2334, 2.0336, 2.1002, 2.3701, 2.3701, 2.6001, 2.1257, 2.1257, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2024161684953469038", "ticker_idx": 0, "ts": "2026-02-18T16:38:47+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I can't be bullish enough. Read our AMA if you want to build conviction. Fundamentals matter. A tectonic shift is underway.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Strongly bullish MU; cites tectonic fundamental shift underway.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU I can't be bullish enough. Read our AMA if you want to build conviction.\n\nFundamentals matter. A tectonic shift is underway. https://t.co/x4WRcRFuF6", "reply_text": null, "parent_text": null, "quoted_text": "$MU I worked 21 years as an HBM, DRAM & NAND engineer.\n\nAMA is open. Ask me anything.\n\nI'll drop rare insights where I can. https://t.co/mNyHOKVofa", "parent_author": null, "ret_m1d": -0.050291059594435694, "ret_signed_m1d": -0.050291059594435694, "alpha_spy_m1d": -0.04527860333261602, "alpha_c_m1d": -0.0380744114876056, "bench_spy_m1d": -0.0050124562618196755, "bench_c_m1d": -0.012216648106830097, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.00855213753394457, "ret_signed_p1d": -0.00855213753394457, "alpha_spy_p1d": -0.0059147932103950085, "alpha_c_p1d": -0.002855917304950606, "bench_spy_p1d": -0.002637344323549562, "bench_c_p1d": -0.0056962202289939645, "ret_p1w": 0.0191233645621689, "ret_signed_p1w": 0.0191233645621689, "alpha_spy_p1w": 0.00912750949683705, "alpha_c_p1w": -0.013866615493219214, "bench_spy_p1w": 0.009995855065331849, "bench_c_p1w": 0.03298998005538811, "ret_p1m": 0.05539843709316683, "ret_signed_p1m": 0.05539843709316683, "alpha_spy_p1m": 0.09399729181803473, "alpha_c_p1m": 0.09813259025494481, "bench_spy_p1m": -0.038598854724867904, "bench_c_p1m": -0.04273415316177798, "ret_p3m": 0.6197321738237402, "ret_signed_p3m": 0.6197321738237402, "alpha_spy_p3m": 0.5404984753260733, "alpha_c_p3m": 0.2958684256599362, "bench_spy_p3m": 0.07923369849766693, "bench_c_p3m": 0.32386374816380403, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.05539843709316683, "alpha_spy_stated": 0.09399729181803473, "alpha_c_stated": 0.09813259025494481, "price_path": [-0.5076, -0.4683, -0.4668, -0.4532, -0.4532, -0.4384, -0.429, -0.4313, -0.444, -0.4618, -0.4367, -0.4137, -0.4006, -0.3738, -0.3863, -0.4274, -0.436, -0.4479, -0.4645, -0.4098, -0.3685, -0.3432, -0.344, -0.3192, -0.3192, -0.3237, -0.3007, -0.3048, -0.322, -0.322, -0.2507, -0.2585, -0.1842, -0.1934, -0.2231, -0.1802, -0.1784, -0.1967, -0.2081, -0.2003, -0.1383, -0.1383, -0.1329, -0.0756, -0.0555, -0.0506, -0.0757, -0.0254, 0.034, 0.0353, -0.0144, 0.04, -0.0036, -0.0987, -0.0904, -0.0624, -0.089, -0.1133, -0.0252, -0.0166, -0.0221, -0.0221, -0.0503, 0.0, -0.0086, 0.0172, 0.0, -0.007, 0.0191, -0.0128, -0.0204, -0.0197, -0.098, -0.0479, -0.0568, -0.1203, -0.0751, -0.0424, -0.0054, -0.0371, 0.0123, 0.0495, 0.0968, 0.0969, 0.0554, 0.0046, -0.0394, -0.0604, -0.0923, -0.1556, -0.1514, -0.2352, -0.1971, -0.1258, -0.1296, -0.1296, -0.1022, -0.1027, -0.0334, 0.0018, -0.0004, 0.0138, 0.1067, 0.0843, 0.0866, 0.0815, 0.0657, 0.068, 0.1585, 0.1448, 0.1805, 0.2467, 0.1985, 0.2322, 0.2291, 0.2886, 0.37, 0.5215, 0.5842, 0.5368, 0.7749, 0.8902, 0.8218, 0.9099, 0.8442, 0.7222, 0.6197, 0.6606, 0.7396, 0.8112, 0.7848, 0.7848, 1.1291, 1.2064, 1.1948, 1.3077, 1.4609, 1.5289, 1.5657, 1.3671, 1.0534, 1.256, 1.2242, 1.1196, 1.3668, 1.3329, 1.5857, 1.4259, 1.4792, 1.695, 1.695, 1.8789, 1.4996, 1.4996, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:1973549627178922358", "ticker_idx": 0, "ts": "2025-10-02T00:44:32+00:00", "symbol": "TSM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$TSM 2 Trillion Market Cap Incoming", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish TSM targeting $2 trillion market cap.", "resolved_tickers": ["TSM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$TSM 2 Trillion Market Cap Incoming", "reply_text": null, "parent_text": null, "quoted_text": "🟦 If $NVDA is the King of AI Chips, then $TSM is the Queen. In time, it will likely become a $2 trillion company.\n\nLast four (W) BLUE candles combined have yielded a 116% return and ongoing.\n\n230+ Daily BLUE Candle Alerts. Free Trial:\nhttps://t.co/XLFioz4kni https://t.co/wcVGE9HPKd", "parent_author": null, "ret_m1d": 0.001249602593280441, "ret_signed_m1d": 0.001249602593280441, "alpha_spy_m1d": 0.0024001022159724217, "alpha_c_m1d": 0.014701596915335458, "bench_spy_m1d": -0.0011504996226919806, "bench_c_m1d": -0.013451994322055016, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.014161344245710916, "ret_signed_p1d": 0.014161344245710916, "alpha_spy_p1d": 0.01417605769304775, "alpha_c_p1d": 0.018773497958585184, "bench_spy_p1d": -1.4713447336833774e-05, "bench_c_p1d": -0.004612153712874267, "ret_p1w": 0.0408524499577132, "ret_signed_p1w": 0.0408524499577132, "alpha_spy_p1w": 0.03795344103713405, "alpha_c_p1w": 0.020245825036950604, "bench_spy_p1w": 0.002899008920579149, "bench_c_p1w": 0.020606624920762595, "ret_p1m": 0.04276139006625179, "ret_signed_p1m": 0.04276139006625179, "alpha_spy_p1m": 0.023574686902879005, "alpha_c_p1m": -0.030500173714512302, "bench_spy_p1m": 0.019186703163372787, "bench_c_p1m": 0.0732615637807641, "ret_p3m": 0.042618334322980234, "ret_signed_p3m": 0.042618334322980234, "alpha_spy_p3m": 0.013001636178732179, "alpha_c_p3m": -0.03484285968903955, "bench_spy_p3m": 0.029616698144248055, "bench_c_p3m": 0.07746119401201979, "ret_p6m": 0.14034654506501454, "ret_signed_p6m": 0.14034654506501454, "alpha_spy_p6m": 0.18744530153962102, "alpha_c_p6m": 0.03044080459894083, "bench_spy_p6m": -0.047098756474606485, "bench_c_p6m": 0.10990574046607371, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.04276139006625179, "alpha_spy_stated": 0.023574686902879005, "alpha_c_stated": -0.030500173714512302, "price_path": [-0.2071, -0.2116, -0.1978, -0.205, -0.2028, -0.2088, -0.1802, -0.178, -0.1502, -0.1682, -0.1736, -0.1883, -0.1685, -0.1641, -0.1502, -0.1601, -0.165, -0.1595, -0.164, -0.1862, -0.1731, -0.1957, -0.1995, -0.1605, -0.1633, -0.1624, -0.1548, -0.1646, -0.1661, -0.1735, -0.1647, -0.1949, -0.209, -0.2134, -0.1939, -0.1849, -0.174, -0.1721, -0.1756, -0.2012, -0.2012, -0.2098, -0.1994, -0.1862, -0.1578, -0.1447, -0.1318, -0.0989, -0.1042, -0.1027, -0.0956, -0.0904, -0.0879, -0.0676, -0.0807, -0.0537, -0.0187, -0.0257, -0.0397, -0.0512, -0.0516, -0.0306, 0.0012, 0.0, 0.0142, 0.0496, 0.0205, 0.057, 0.0409, -0.0259, 0.0513, 0.0272, 0.0576, 0.0407, 0.0242, 0.0333, 0.0222, 0.0027, 0.0091, 0.0238, 0.0352, 0.0466, 0.0589, 0.0524, 0.0428, 0.0581, 0.0206, 0.0192, 0.0039, -0.0056, 0.0249, 0.0106, 0.0087, -0.0205, -0.0114, -0.0212, -0.0354, -0.0199, -0.0368, -0.0453, -0.012, -0.0119, 0.0064, 0.0064, 0.0118, -0.0015, 0.0138, 0.0255, 0.0167, 0.0229, 0.0478, 0.0531, 0.0765, 0.061, 0.0164, 0.0014, -0.0016, -0.0361, -0.0092, 0.0056, 0.0207, 0.0335, 0.0399, 0.0399, 0.054, 0.0473, 0.0426, 0.0576, 0.0576, 0.1123, 0.1215, 0.1395, 0.1091, 0.1068, 0.1263, 0.1546, 0.1527, 0.1384, 0.189, 0.1916, 0.1916, 0.1386, 0.135, 0.1393, 0.1654, 0.1579, 0.1775, 0.1913, 0.1817, 0.1504, 0.188, 0.1685, 0.1337, 0.151, 0.2141, 0.2369, 0.2595, 0.3019, 0.2811, 0.275, 0.275, 0.2675, 0.2608, 0.2543, 0.2896, 0.2878, 0.3425, 0.3494, 0.3114, 0.3036, 0.2846, 0.229, 0.244, 0.2315, 0.1794, 0.2136, 0.208, 0.234, 0.1718, 0.1774, 0.1841, 0.2075, 0.1851, 0.1824, 0.1491, 0.1812, 0.198, 0.2137, 0.1381, 0.1403]}
{"unit_id": "quote:2010105469541724332", "ticker_idx": 0, "ts": "2026-01-10T21:44:24+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Micron has them all covered with a robust end-to-end portfolio, perfectly positioned to tackle the exploding inference challenge", "tweet_type": "analysis", "timeline": "quarters", "summary": "Bullish MU: Jensen's 'memory is the new bottleneck' thesis + Micron's end-to-end HBM/DRAM/SSD portfolio positions it to capture surging inference demand through 2025-26.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU \"Context [Memory/Storage] is the New Bottleneck\" -Jensen at CES 2026:\n\nLook at that background slide from his keynote.\n\nHBM, Memory (DRAM) and SSDs are highlighted as critical components and Micron has them all covered with a robust end-to-end portfolio, perfectly positioned to tackle the exploding inference challenge.", "reply_text": null, "parent_text": null, "quoted_text": "$MU Alerts Customers to Price Hikes, Signaling Robust 2025-26 Demand. Here's the letter from EVP of Sales\n\nValued Channel Partners, Recent market dynamics indicate that the memory and storage markets have started to recover, with growth anticipated through calendar 2025 and 2026. https://t.co/llVwj8NP4p", "parent_author": null, "ret_m1d": -0.0022551554638750027, "ret_signed_m1d": -0.0022551554638750027, "alpha_spy_m1d": -0.0006871848559977245, "alpha_c_m1d": 0.0014309204791634889, "bench_spy_m1d": -0.0015679706078772782, "bench_c_m1d": -0.0036860759430384915, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.02237836632576584, "ret_signed_p1d": -0.02237836632576584, "alpha_spy_p1d": -0.02037885956038399, "alpha_c_p1d": -0.024605354266768242, "bench_spy_p1d": -0.0019995067653818532, "bench_c_p1d": 0.0022269879410024007, "ret_p1w": 0.048804501907498965, "ret_signed_p1w": 0.048804501907498965, "alpha_spy_p1w": 0.0538393257897285, "alpha_c_p1w": 0.02389790564702321, "bench_spy_p1w": -0.005034823882229533, "bench_c_p1w": 0.024906596260475755, "ret_p1m": 0.0791626830559422, "ret_signed_p1m": 0.0791626830559422, "alpha_spy_p1m": 0.08353577108772958, "alpha_c_p1m": 0.043069901682523115, "bench_spy_p1m": -0.0043730880317873755, "bench_c_p1m": 0.03609278137341909, "ret_p3m": 0.21920688403241706, "ret_signed_p3m": 0.21920688403241706, "alpha_spy_p3m": 0.2384732213699422, "alpha_c_p3m": 0.11771199455102921, "bench_spy_p3m": -0.01926633733752514, "bench_c_p3m": 0.10149488948138785, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": 0.21920688403241706, "alpha_spy_stated": 0.2384732213699422, "alpha_c_stated": 0.11771199455102921, "price_path": [-0.4453, -0.4147, -0.4151, -0.4024, -0.4154, -0.4264, -0.4026, -0.367, -0.3639, -0.3587, -0.345, -0.3526, -0.3533, -0.3217, -0.3699, -0.3136, -0.3112, -0.3124, -0.2679, -0.3032, -0.2922, -0.3152, -0.2866, -0.3007, -0.3396, -0.3471, -0.418, -0.4007, -0.3528, -0.3511, -0.3345, -0.3345, -0.3166, -0.305, -0.3079, -0.3233, -0.345, -0.3144, -0.2864, -0.2705, -0.2379, -0.253, -0.3031, -0.3136, -0.328, -0.3482, -0.2817, -0.2315, -0.2006, -0.2016, -0.1715, -0.1715, -0.1769, -0.1489, -0.1539, -0.1748, -0.1748, -0.088, -0.0975, -0.0071, -0.0183, -0.0545, -0.0023, 0.0, -0.0224, -0.0362, -0.0267, 0.0488, 0.0488, 0.0553, 0.125, 0.1495, 0.1555, 0.125, 0.1861, 0.2585, 0.26, 0.1995, 0.2658, 0.2127, 0.0969, 0.107, 0.1412, 0.1088, 0.0792, 0.1864, 0.1969, 0.1902, 0.1902, 0.1559, 0.2171, 0.2067, 0.238, 0.2171, 0.2086, 0.2404, 0.2015, 0.1923, 0.1931, 0.0978, 0.1587, 0.148, 0.0706, 0.1256, 0.1655, 0.2105, 0.172, 0.2321, 0.2774, 0.3349, 0.335, 0.2845, 0.2227, 0.1691, 0.1436, 0.1047, 0.0277, 0.0328, -0.0692, -0.0228, 0.064, 0.0593, 0.0593, 0.0927, 0.0921, 0.1765, 0.2192, 0.2165, 0.2338, 0.3469, 0.3196, 0.3225, 0.3163, 0.297, 0.2998, 0.41, 0.3934, 0.4367, 0.5173, 0.4586, 0.4996, 0.4959, 0.5683, 0.6674, 0.8518, 0.9281, 0.8704, 1.1601, 1.3005, 1.2173, 1.3245, 1.2446, 1.0961, 0.9713, 1.0211, 1.1173, 1.2044, 1.1722, 1.1722, 1.5913, 1.6854, 1.6713, 1.8086, 1.9952, 2.0779, 2.1226, 1.8809, 1.4991, 1.7458, 1.707, 1.5797, 1.8805, 1.8393, 2.147, 1.9525, 2.0174, 2.28, 2.28, 2.5039, 2.0422, 2.0422, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2031181041147527544", "ticker_idx": 0, "ts": "2026-03-10T01:31:12+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU Citi just raised the price target to $430 ahead of Micron earnings", "tweet_type": "news_reaction", "timeline": "months", "summary": "Shares Citi PT raise to $430 on MU, citing higher-than-expected memory prices and strong DRAM/NAND ASP forecasts driven by AI demand.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU Citi just raised the price target to $430 ahead of Micron earnings. \n\nThe analysts stated that memory prices have been higher than they thought they would be this year, which has made them improve their projections for the company's February and April quarters\n\nCiti, thinks that the average selling price of DRAM would go up roughly 171% from 2025 to 2026 because of high demand for data centers related to AI computing. Prices for NAND flash memory are also expected to go up by roughly 127% per year since there is a lot of demand for corporate solid-state drives.\n\nAnalysts also saw news that Samsung has drastically hiked DRAM pricing, with a possible 100% quarter-over-quarter increase in the first quarter. This might help the memory market as a whole even more.", "reply_text": null, "parent_text": null, "quoted_text": "$MU Aletheia Capital raised PT to $650. Street high. 63% upside from here. Tripled FY27 EPS estimate. \n\nAletheia said Agentic AI is consuming memory at a scale nobody fully priced in yet. The AI plumbing boom is just getting started.\n\nStifel raised it to $550. March Raised PTs👇 https://t.co/fLbKCxbGp9", "parent_author": null, "ret_m1d": -0.034208953175586476, "ret_signed_m1d": -0.034208953175586476, "alpha_spy_m1d": -0.03581855540793555, "alpha_c_m1d": -0.026759247502441297, "bench_spy_m1d": 0.0016096022323490722, "bench_c_m1d": -0.007449705673145179, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.038649573399176074, "ret_signed_p1d": 0.038649573399176074, "alpha_spy_p1d": 0.039904707947841844, "alpha_c_p1d": 0.029337383702770392, "bench_spy_p1d": -0.0012551345486657706, "bench_c_p1d": 0.009312189696405682, "ret_p1w": 0.1453201905152708, "ret_signed_p1w": 0.1453201905152708, "alpha_spy_p1w": 0.15475644282776013, "alpha_c_p1w": 0.1464527043064776, "bench_spy_p1w": -0.009436252312489346, "bench_c_p1w": -0.001132513791206824, "ret_p1m": 0.009404129688952878, "ret_signed_p1m": 0.009404129688952878, "alpha_spy_p1m": 0.008405513037144763, "alpha_c_p1m": -0.055000842803135885, "bench_spy_p1m": 0.0009986166518081152, "bench_c_p1m": 0.06440497249208876, "ret_p3m": 1.1442609308201024, "ret_signed_p3m": 1.1442609308201024, "alpha_spy_p3m": 1.052137298798514, "alpha_c_p3m": 0.7104652906871316, "bench_spy_p3m": 0.09212363202158835, "bench_c_p3m": 0.4337956401329708, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.009404129688952878, "alpha_spy_stated": 0.008405513037144763, "alpha_c_stated": -0.055000842803135885, "price_path": [-0.3591, -0.402, -0.4111, -0.4234, -0.4408, -0.3837, -0.3406, -0.3141, -0.3149, -0.2891, -0.2891, -0.2938, -0.2698, -0.2741, -0.292, -0.292, -0.2175, -0.2256, -0.148, -0.1577, -0.1888, -0.1439, -0.142, -0.1612, -0.1731, -0.1649, -0.1001, -0.1001, -0.0945, -0.0347, -0.0137, -0.0086, -0.0348, 0.0177, 0.0798, 0.0811, 0.0292, 0.0861, 0.0405, -0.0588, -0.0502, -0.0209, -0.0486, -0.0741, 0.0179, 0.0269, 0.0212, 0.0212, -0.0083, 0.0443, 0.0353, 0.0622, 0.0443, 0.037, 0.0642, 0.0309, 0.023, 0.0237, -0.0581, -0.0058, -0.015, -0.0814, -0.0342, 0.0, 0.0386, 0.0056, 0.0571, 0.096, 0.1453, 0.1454, 0.1021, 0.0491, 0.0031, -0.0188, -0.0521, -0.1182, -0.1138, -0.2014, -0.1616, -0.0871, -0.0911, -0.0911, -0.0625, -0.0629, 0.0094, 0.0461, 0.0438, 0.0586, 0.1557, 0.1323, 0.1347, 0.1294, 0.1129, 0.1153, 0.2098, 0.1955, 0.2327, 0.3018, 0.2515, 0.2867, 0.2835, 0.3456, 0.4306, 0.5888, 0.6543, 0.6048, 0.8534, 0.9738, 0.9025, 0.9944, 0.9259, 0.7984, 0.6914, 0.7341, 0.8166, 0.8913, 0.8638, 0.8638, 1.2234, 1.3041, 1.292, 1.4098, 1.5699, 1.6408, 1.6792, 1.4718, 1.1443, 1.3559, 1.3226, 1.2134, 1.4715, 1.4361, 1.7001, 1.5333, 1.5889, 1.8143, 1.8143, 2.0063, 1.6102, 1.6102, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2017126043359088932", "ticker_idx": 0, "ts": "2026-01-30T06:41:39+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU Forward PE 12x vs. peers in the shared memory/storage space... Market doesn't understand AI, yet. HBM is the \"Oxygen\" of AI Context & AI Inference", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long MU: trades at 12x forward PE vs 25-30x peers; market undervalues HBM's critical role in AI inference/reasoning.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU Forward PE 12x vs. peers in the shared memory/storage space, listed in US:\n\n$WDC: 30x\n$STX: 28x\n$SNDK: ~25-30x (post-revision est.)\n\nMarket doesn't understand AI, yet.\n\nHBM is the \"Oxygen\" of AI Context & AI Inference\nThere is no AI Reasoning without HBM", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": 0.05040017796643914, "ret_signed_m1d": 0.05040017796643914, "alpha_spy_m1d": 0.047408772040236524, "alpha_c_m1d": 0.015551623323173613, "bench_spy_m1d": 0.002991405926202617, "bench_c_m1d": 0.03484855464326553, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05524487715466231, "ret_signed_p1d": 0.05524487715466231, "alpha_spy_p1d": 0.05027365441760079, "alpha_c_p1d": 0.04406654507430008, "bench_spy_p1d": 0.00497122273706152, "bench_c_p1d": 0.01117833208036223, "ret_p1w": -0.04866466667829361, "ret_signed_p1w": -0.04866466667829361, "alpha_spy_p1w": -0.04671366880699346, "alpha_c_p1w": -0.04417847821617127, "bench_spy_p1w": -0.001950997871300153, "bench_c_p1w": -0.0044861884621223425, "ret_p1m": -0.005326777480651912, "ret_signed_p1m": -0.005326777480651912, "alpha_spy_p1m": 0.0027516589828083804, "alpha_c_p1m": -0.012589017245224876, "bench_spy_p1m": -0.008078436463460292, "bench_c_p1m": 0.007262239764572964, "ret_p3m": 0.25018759549488223, "ret_signed_p3m": 0.25018759549488223, "alpha_spy_p3m": 0.2190398195987595, "alpha_c_p3m": 0.01194837189669884, "bench_spy_p3m": 0.03114777589612272, "bench_c_p3m": 0.2382392235981834, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.005326777480651912, "alpha_spy_stated": 0.0027516589828083804, "alpha_c_stated": -0.012589017245224876, "price_path": [-0.4747, -0.4278, -0.4258, -0.4268, -0.3897, -0.4191, -0.4099, -0.4291, -0.4053, -0.4171, -0.4495, -0.4557, -0.5148, -0.5004, -0.4605, -0.459, -0.4452, -0.4452, -0.4302, -0.4206, -0.423, -0.4358, -0.4539, -0.4285, -0.4051, -0.3918, -0.3646, -0.3773, -0.419, -0.4278, -0.4398, -0.4566, -0.4012, -0.3593, -0.3336, -0.3344, -0.3093, -0.3093, -0.3138, -0.2905, -0.2947, -0.3121, -0.3121, -0.2397, -0.2476, -0.1722, -0.1816, -0.2118, -0.1682, -0.1663, -0.185, -0.1965, -0.1886, -0.1257, -0.1257, -0.1202, -0.0621, -0.0417, -0.0367, -0.0622, -0.0112, 0.0492, 0.0504, 0.0, 0.0552, 0.011, -0.0855, -0.0771, -0.0487, -0.0756, -0.1003, -0.0109, -0.0022, -0.0078, -0.0078, -0.0364, 0.0146, 0.006, 0.032, 0.0147, 0.0075, 0.034, 0.0016, -0.006, -0.0053, -0.0848, -0.034, -0.043, -0.1075, -0.0616, -0.0284, 0.0092, -0.023, 0.0271, 0.0649, 0.1128, 0.1129, 0.0708, 0.0193, -0.0254, -0.0466, -0.079, -0.1432, -0.139, -0.224, -0.1854, -0.113, -0.1169, -0.1169, -0.0891, -0.0895, -0.0192, 0.0164, 0.0142, 0.0286, 0.1229, 0.1001, 0.1025, 0.0973, 0.0813, 0.0836, 0.1755, 0.1616, 0.1978, 0.2649, 0.216, 0.2502, 0.2471, 0.3075, 0.39, 0.5437, 0.6074, 0.5593, 0.8008, 0.9178, 0.8485, 0.9378, 0.8712, 0.7474, 0.6434, 0.6849, 0.7651, 0.8377, 0.8109, 0.8109, 1.1603, 1.2387, 1.2269, 1.3414, 1.497, 1.5659, 1.6032, 1.4017, 1.0834, 1.289, 1.2568, 1.1506, 1.4014, 1.367, 1.6235, 1.4614, 1.5155, 1.7344, 1.7344, 1.9211, 1.5362, 1.5362, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:1988087803432104210", "ticker_idx": 0, "ts": "2025-11-11T03:34:03+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU HBM is about to change the world \n\nRejoice Micron investors.", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Bullish MU: HBM set to be transformative, calls it bargain of the century on low PE/PS and surging DRAM/NAND prices.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU HBM is about to change the world \n\nRejoice Micron investors. https://t.co/x71V3XXEzo", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": 0.05055777758466795, "ret_signed_m1d": 0.05055777758466795, "alpha_spy_m1d": 0.052841906251302695, "alpha_c_m1d": 0.028509600489071696, "bench_spy_m1d": -0.002284128666634744, "bench_c_m1d": 0.022048177095596255, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.01571884675633428, "ret_signed_p1d": 0.01571884675633428, "alpha_spy_p1d": 0.015162546543797673, "alpha_c_p1d": 0.002957155566501113, "bench_spy_p1d": 0.000556300212536609, "bench_c_p1d": 0.012761691189833169, "ret_p1w": -0.05229981913271364, "ret_signed_p1w": -0.05229981913271364, "alpha_spy_p1w": -0.018741959405425113, "alpha_c_p1w": -0.0017087761141858504, "bench_spy_p1w": -0.03355785972728853, "bench_c_p1w": -0.05059104301852779, "ret_p1m": 0.093733033399517, "ret_signed_p1m": 0.093733033399517, "alpha_spy_p1m": 0.08704202311724374, "alpha_c_p1m": 0.028072826366159154, "bench_spy_p1m": 0.0066910102822732576, "bench_c_p1m": 0.06566020703335784, "ret_p3m": 0.6376319230380434, "ret_signed_p3m": 0.6376319230380434, "alpha_spy_p3m": 0.6234874450069461, "alpha_c_p3m": 0.4899328207732476, "bench_spy_p3m": 0.014144478031097307, "bench_c_p3m": 0.14769910226479577, "ret_p6m": 1.7669505126937723, "ret_signed_p6m": 1.7669505126937723, "alpha_spy_p6m": 1.6864111447675882, "alpha_c_p6m": 1.1960328499097224, "bench_spy_p6m": 0.0805393679261841, "bench_c_p6m": 0.57091766278405, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.093733033399517, "alpha_spy_stated": 0.08704202311724374, "alpha_c_stated": 0.028072826366159154, "price_path": [-0.4807, -0.499, -0.4879, -0.4941, -0.5142, -0.5201, -0.5122, -0.5175, -0.5171, -0.5119, -0.4943, -0.5067, -0.5067, -0.5089, -0.5079, -0.4852, -0.4555, -0.4551, -0.4394, -0.4197, -0.3759, -0.3483, -0.3461, -0.3417, -0.3369, -0.3, -0.3255, -0.3177, -0.3102, -0.3297, -0.35, -0.3481, -0.3207, -0.3065, -0.245, -0.2384, -0.221, -0.208, -0.2299, -0.1849, -0.2023, -0.2468, -0.2005, -0.2242, -0.2039, -0.16, -0.1606, -0.1424, -0.161, -0.1768, -0.1427, -0.0916, -0.0871, -0.0796, -0.0601, -0.0709, -0.0719, -0.0266, -0.0957, -0.015, -0.0115, -0.0132, 0.0506, 0.0, 0.0157, -0.0173, 0.0237, 0.0035, -0.0523, -0.063, -0.1648, -0.1399, -0.0713, -0.0688, -0.045, -0.045, -0.0192, -0.0027, -0.0067, -0.0288, -0.06, -0.0161, 0.0241, 0.0469, 0.0937, 0.072, 0.0001, -0.015, -0.0357, -0.0647, 0.0309, 0.1029, 0.1472, 0.1458, 0.189, 0.189, 0.1812, 0.2214, 0.2142, 0.1842, 0.1842, 0.3087, 0.2952, 0.4249, 0.4088, 0.3569, 0.4318, 0.4351, 0.403, 0.3831, 0.3967, 0.5051, 0.5051, 0.5144, 0.6145, 0.6496, 0.6582, 0.6144, 0.7022, 0.806, 0.8082, 0.7214, 0.8165, 0.7403, 0.5742, 0.5887, 0.6376, 0.5912, 0.5487, 0.7026, 0.7176, 0.708, 0.708, 0.6588, 0.7466, 0.7317, 0.7765, 0.7467, 0.7344, 0.78, 0.7242, 0.711, 0.7122, 0.5754, 0.6629, 0.6474, 0.5364, 0.6154, 0.6726, 0.7372, 0.6819, 0.7681, 0.8331, 0.9156, 0.9158, 0.8433, 0.7547, 0.6777, 0.6411, 0.5854, 0.4749, 0.4822, 0.3358, 0.4023, 0.5269, 0.5202, 0.5202, 0.568, 0.5673, 0.6883, 0.7496, 0.7458, 0.7706, 0.9329, 0.8938, 0.8979, 0.889, 0.8613, 0.8653, 1.0235, 0.9996, 1.0618, 1.1774, 1.0933, 1.1521, 1.1467, 1.2507, 1.3928, 1.6574, 1.767]}
{"unit_id": "reply:2015579379229933856", "ticker_idx": 0, "ts": "2026-01-26T00:15:46+00:00", "symbol": "MSFT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Microsoft has the distribution power. Copilot, regardless of its excellency or not, it can help the Enterprise by being integrated in Office suites. It will be used no matter what.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish MSFT on Azure + Copilot enterprise distribution strength regardless of AI quality.", "resolved_tickers": ["MSFT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@DaiyushinInvest I think this is where I am. Microsoft has the distribution power. Copilot, regardless of its excellency or not, it can help the Enterprise by being integrated in Office suites. It will be used no matter what.\n\nAnd Anthropic is connected to Microsoft's ecosystem.", "reply_text": null, "parent_text": "@TradexWhisperer I am bullish on Microsoft not because of AI copilot or OpenAI. People are forgetting what the main driver is: Azure. \nAlso, a shift toward Anthropic is happening.", "quoted_text": null, "parent_author": "DaiyushinInvest", "ret_m1d": -0.009207256013353815, "ret_signed_m1d": -0.009207256013353815, "alpha_spy_m1d": -0.004154682391327658, "alpha_c_m1d": -0.004154682391327658, "bench_spy_m1d": -0.0050525736220261575, "bench_c_m1d": -0.0050525736220261575, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.021901909507044515, "ret_signed_p1d": 0.021901909507044515, "alpha_spy_p1d": 0.01791774412857361, "alpha_c_p1d": 0.01791774412857361, "bench_spy_p1d": 0.003984165378470905, "bench_c_p1d": 0.003984165378470905, "ret_p1w": -0.099749032268872, "ret_signed_p1w": -0.099749032268872, "alpha_spy_p1w": -0.10361769405344512, "alpha_c_p1w": -0.10361769405344512, "bench_spy_p1w": 0.003868661784573124, "bench_c_p1w": 0.003868661784573124, "ret_p1m": -0.17094518099001732, "ret_signed_p1m": -0.17094518099001732, "alpha_spy_p1m": -0.1631787157932697, "alpha_c_p1m": -0.1631787157932697, "bench_spy_p1m": -0.007766465196747618, "bench_c_p1m": -0.007766465196747618, "ret_p3m": -0.11393438311365156, "ret_signed_p3m": -0.11393438311365156, "alpha_spy_p3m": -0.1394201979613906, "alpha_c_p3m": -0.1394201979613906, "bench_spy_p3m": 0.02548581484773904, "bench_c_p3m": 0.02548581484773904, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.17094518099001732, "alpha_spy_stated": -0.1631787157932697, "alpha_c_stated": -0.1631787157932697, "price_path": [0.1494, 0.1159, 0.099, 0.0974, 0.0916, 0.0764, 0.0551, 0.0545, 0.0739, 0.0796, 0.0849, 0.0682, 0.0828, 0.0771, 0.048, 0.0339, 0.0173, 0.0039, 0.0079, 0.0143, 0.0324, 0.0324, 0.0462, 0.035, 0.0419, 0.0158, 0.0225, 0.0274, 0.0441, 0.0462, 0.0176, 0.028, 0.0175, 0.0097, 0.013, 0.0124, 0.0291, 0.0333, 0.0311, 0.0352, 0.0377, 0.0377, 0.0371, 0.0358, 0.0366, 0.0284, 0.0284, 0.0057, 0.0055, 0.0175, 0.028, 0.0166, 0.0191, 0.0147, 0.0008, -0.0232, -0.029, -0.0222, -0.0222, -0.0335, -0.0556, -0.0407, -0.0092, 0.0, 0.0219, 0.0241, -0.0782, -0.085, -0.0997, -0.1256, -0.1193, -0.1629, -0.147, -0.1205, -0.1212, -0.1402, -0.1455, -0.1466, -0.1466, -0.1561, -0.1503, -0.1508, -0.1534, -0.1806, -0.1709, -0.1462, -0.1438, -0.163, -0.1506, -0.1391, -0.1364, -0.1247, -0.1284, -0.1274, -0.1352, -0.1371, -0.1435, -0.157, -0.1476, -0.1488, -0.165, -0.1709, -0.1861, -0.1837, -0.2056, -0.2092, -0.22, -0.2396, -0.235, -0.2111, -0.2128, -0.2041, -0.2041, -0.2053, -0.2066, -0.2022, -0.2049, -0.2096, -0.1808, -0.1622, -0.1236, -0.1043, -0.0989, -0.109, -0.096, -0.0773, -0.1139, -0.095, -0.0946, -0.0852, -0.0954, -0.1309, -0.1167, -0.1185, -0.1232, -0.1177, -0.1032, -0.1153, -0.1205, -0.1309, -0.1364, -0.1274, -0.1008, -0.0973, -0.1104, -0.1026, -0.1049, -0.106, -0.106, -0.1114, -0.1186, -0.088, -0.0383, -0.0164, -0.0574, -0.0873, -0.0857, -0.1101, -0.1206, -0.1384, -0.1513, -0.1663, -0.1654, -0.1462, -0.1588, -0.1907, -0.1897, -0.1897, -0.2154, -0.2013, -0.2013, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2023230996288831676", "ticker_idx": 0, "ts": "2026-02-16T03:00:33+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I can't think of a bear case. I've always been bullish in Memory regardless of AI or not. Back in 2017 (9years ago). Micron was trading around $27. Hope that puts into perspective.", "tweet_type": "analysis", "timeline": "years", "summary": "Long MU with no bear case; long-term bull on memory since 2017, 40% of DRAM output shifting to US fabs over next decade.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "1 - both. We will soon be living in a world in which every house will own a basic enterprise-level device and we still call it consumer.\n\n2. 40% of Micron's DRAM output. I don't know know what year. I assume at least 10 years.\n\n3. I can't think of a bear case. I've always been bullish in Memory regardless of AI or not. Back in 2017 (9years ago). Micron was trading around $27. Hope that puts into perspective.", "reply_text": null, "parent_text": "@TradexWhisperer Great thread. Appreciate you taking the time. \n1. When you say ‘edge’ for SOCAMM, do you mean consumer devices or enterprise edge/ data center inference?\n\n2. On your fab comment about ‘40%’ (Idaho/NY), do you mean 40% of Micron’s DRAM output or 40% of global DRAM output, and by", "quoted_text": null, "parent_author": "jaspalsandhu24", "ret_m1d": 0.029716392161894145, "ret_signed_m1d": 0.029716392161894145, "alpha_spy_m1d": 0.031327276047151575, "alpha_c_m1d": 0.029201088365555794, "bench_spy_m1d": -0.0016108838852574303, "bench_c_m1d": 0.0005153037963383511, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05295418149160458, "ret_signed_p1d": 0.05295418149160458, "alpha_spy_p1d": 0.047916473941027826, "alpha_c_p1d": 0.04058644105194653, "bench_spy_p1d": 0.005037707550576753, "bench_c_p1d": 0.012367740439658048, "ret_p1w": 0.045600095918206796, "ret_signed_p1w": 0.045600095918206796, "alpha_spy_p1w": 0.039010091880888, "alpha_c_p1w": 0.017011856077951748, "bench_spy_p1w": 0.006590004037318797, "bench_c_p1w": 0.028588239840255047, "ret_p1m": 0.1549602924588891, "ret_signed_p1m": 0.1549602924588891, "alpha_spy_p1m": 0.18632881231745624, "alpha_c_p1m": 0.1889226394104414, "bench_spy_p1m": -0.031368519858567145, "bench_c_p1m": -0.033962346951552314, "ret_p3m": 0.8134083878028087, "ret_signed_p3m": 0.8134083878028087, "alpha_spy_p3m": 0.7279742124972712, "alpha_c_p3m": 0.4481903231583555, "bench_spy_p3m": 0.08543417530553743, "bench_c_p3m": 0.36521806464445317, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.4965, -0.4815, -0.4401, -0.4386, -0.4243, -0.4243, -0.4087, -0.3988, -0.4012, -0.4145, -0.4333, -0.4069, -0.3826, -0.3689, -0.3406, -0.3538, -0.3971, -0.4062, -0.4186, -0.4361, -0.3785, -0.3351, -0.3084, -0.3092, -0.2832, -0.2832, -0.2879, -0.2637, -0.268, -0.2861, -0.2861, -0.211, -0.2192, -0.141, -0.1507, -0.182, -0.1368, -0.1348, -0.1542, -0.1662, -0.158, -0.0926, -0.0926, -0.087, -0.0267, -0.0055, -0.0003, -0.0267, 0.0262, 0.0888, 0.0901, 0.0378, 0.0951, 0.0492, -0.051, -0.0422, -0.0127, -0.0407, -0.0664, 0.0264, 0.0355, 0.0297, 0.0297, 0.0, 0.053, 0.0439, 0.071, 0.053, 0.0456, 0.0731, 0.0395, 0.0315, 0.0322, -0.0503, 0.0025, -0.0068, -0.0737, -0.0262, 0.0083, 0.0473, 0.0139, 0.0659, 0.1051, 0.1549, 0.155, 0.1113, 0.0578, 0.0114, -0.0106, -0.0442, -0.1109, -0.1065, -0.1947, -0.1546, -0.0795, -0.0835, -0.0835, -0.0547, -0.0551, 0.0178, 0.0548, 0.0525, 0.0674, 0.1653, 0.1417, 0.1442, 0.1388, 0.1221, 0.1245, 0.2199, 0.2055, 0.243, 0.3127, 0.2619, 0.2974, 0.2942, 0.3568, 0.4425, 0.6021, 0.6681, 0.6181, 0.8688, 0.9903, 0.9183, 1.011, 0.9419, 0.8134, 0.7055, 0.7485, 0.8318, 0.9071, 0.8793, 0.8793, 1.2419, 1.3233, 1.311, 1.4299, 1.5913, 1.6628, 1.7015, 1.4924, 1.1621, 1.3755, 1.342, 1.2319, 1.4921, 1.4564, 1.7226, 1.5544, 1.6105, 1.8377, 1.8377, 2.0314, 1.632, 1.632, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2031369991883567263", "ticker_idx": 0, "ts": "2026-03-10T14:02:01+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU is back 🙌", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Endorses bullish MU thesis: cheap valuation, HBM ramp, DRAM/NAND price surge.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU is back 🙌 https://t.co/jf8PL2vR1r", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": -0.034208953175586476, "ret_signed_m1d": -0.034208953175586476, "alpha_spy_m1d": -0.03581855540793555, "alpha_c_m1d": -0.026759247502441297, "bench_spy_m1d": 0.0016096022323490722, "bench_c_m1d": -0.007449705673145179, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.038649573399176074, "ret_signed_p1d": 0.038649573399176074, "alpha_spy_p1d": 0.039904707947841844, "alpha_c_p1d": 0.029337383702770392, "bench_spy_p1d": -0.0012551345486657706, "bench_c_p1d": 0.009312189696405682, "ret_p1w": 0.1453201905152708, "ret_signed_p1w": 0.1453201905152708, "alpha_spy_p1w": 0.15475644282776013, "alpha_c_p1w": 0.1464527043064776, "bench_spy_p1w": -0.009436252312489346, "bench_c_p1w": -0.001132513791206824, "ret_p1m": 0.009404129688952878, "ret_signed_p1m": 0.009404129688952878, "alpha_spy_p1m": 0.008405513037144763, "alpha_c_p1m": -0.055000842803135885, "bench_spy_p1m": 0.0009986166518081152, "bench_c_p1m": 0.06440497249208876, "ret_p3m": 1.1442609308201024, "ret_signed_p3m": 1.1442609308201024, "alpha_spy_p3m": 1.052137298798514, "alpha_c_p3m": 0.7104652906871316, "bench_spy_p3m": 0.09212363202158835, "bench_c_p3m": 0.4337956401329708, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.009404129688952878, "alpha_spy_stated": 0.008405513037144763, "alpha_c_stated": -0.055000842803135885, "price_path": [-0.3591, -0.402, -0.4111, -0.4234, -0.4408, -0.3837, -0.3406, -0.3141, -0.3149, -0.2891, -0.2891, -0.2938, -0.2698, -0.2741, -0.292, -0.292, -0.2175, -0.2256, -0.148, -0.1577, -0.1888, -0.1439, -0.142, -0.1612, -0.1731, -0.1649, -0.1001, -0.1001, -0.0945, -0.0347, -0.0137, -0.0086, -0.0348, 0.0177, 0.0798, 0.0811, 0.0292, 0.0861, 0.0405, -0.0588, -0.0502, -0.0209, -0.0486, -0.0741, 0.0179, 0.0269, 0.0212, 0.0212, -0.0083, 0.0443, 0.0353, 0.0622, 0.0443, 0.037, 0.0642, 0.0309, 0.023, 0.0237, -0.0581, -0.0058, -0.015, -0.0814, -0.0342, 0.0, 0.0386, 0.0056, 0.0571, 0.096, 0.1453, 0.1454, 0.1021, 0.0491, 0.0031, -0.0188, -0.0521, -0.1182, -0.1138, -0.2014, -0.1616, -0.0871, -0.0911, -0.0911, -0.0625, -0.0629, 0.0094, 0.0461, 0.0438, 0.0586, 0.1557, 0.1323, 0.1347, 0.1294, 0.1129, 0.1153, 0.2098, 0.1955, 0.2327, 0.3018, 0.2515, 0.2867, 0.2835, 0.3456, 0.4306, 0.5888, 0.6543, 0.6048, 0.8534, 0.9738, 0.9025, 0.9944, 0.9259, 0.7984, 0.6914, 0.7341, 0.8166, 0.8913, 0.8638, 0.8638, 1.2234, 1.3041, 1.292, 1.4098, 1.5699, 1.6408, 1.6792, 1.4718, 1.1443, 1.3559, 1.3226, 1.2134, 1.4715, 1.4361, 1.7001, 1.5333, 1.5889, 1.8143, 1.8143, 2.0063, 1.6102, 1.6102, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2018432309436031432", "ticker_idx": 0, "ts": "2026-02-02T21:12:17+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$PLTR Alex C. Karp on Q4 2025 Earnings... U.S. revenue grew 93% year-over-year and U.S. commercial revenue grew 137% year-over-year. We are also announcing a 2026 revenue growth guide of 61% year-over-year. We are an n of 1", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Shares Palantir's blowout Q4 results and 61% 2026 growth guide, framing it as an exceptional, one-of-a-kind AI play.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "$PLTR Alex C. Karp on Q4 2025 Earnings\n\n“Palantir’s Rule of 40 score is now an incredible 127%. Last quarter, our U.S. revenue grew 93% year-over-year and U.S. commercial revenue grew 137% year-over-year. We are also announcing a 2026 revenue growth guide of 61% year-over-year. We are an n of 1, and these numbers prove it. Palantir is alone in choosing to exclusively focus on scaling the operational leverage made possible by the rapid advancements of AI models, a trend that we first called ‘commodity cognition’ well before others started repeating it,\"", "reply_text": null, "parent_text": null, "quoted_text": "$PLTR Triple Bottom? Earnings Hit Today https://t.co/Me722qqP4j", "parent_author": null, "ret_m1d": -0.06409937967438128, "ret_signed_m1d": -0.06409937967438128, "alpha_spy_m1d": -0.07262686878676716, "alpha_c_m1d": -0.07262686878676716, "bench_spy_m1d": 0.008527489112385878, "bench_c_m1d": 0.008527489112385878, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.11616424518286961, "ret_signed_p1d": -0.11616424518286961, "alpha_spy_p1d": -0.11132039145687622, "alpha_c_p1d": -0.11132039145687622, "bench_spy_p1d": -0.004843853725993386, "bench_c_p1d": -0.004843853725993386, "ret_p1w": -0.11635425518014031, "ret_signed_p1w": -0.11635425518014031, "alpha_spy_p1w": -0.1201104153361886, "alpha_c_p1w": -0.1201104153361886, "bench_spy_p1w": 0.003756160156048294, "bench_c_p1w": 0.003756160156048294, "ret_p1m": -0.02970612044816845, "ret_signed_p1m": -0.02970612044816845, "alpha_spy_p1m": -0.02332500856781028, "alpha_c_p1m": -0.02332500856781028, "bench_spy_p1m": -0.00638111188035817, "bench_c_p1m": -0.00638111188035817, "ret_p3m": -0.08747147917080644, "ret_signed_p3m": -0.08747147917080644, "alpha_spy_p3m": -0.13545796019779277, "alpha_c_p3m": -0.13545796019779277, "bench_spy_p3m": 0.04798648102698633, "bench_c_p3m": 0.04798648102698633, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.02970612044816845, "alpha_spy_stated": -0.02332500856781028, "alpha_c_stated": -0.02332500856781028, "price_path": [0.1088, 0.127, 0.2263, 0.2095, 0.1665, 0.0903, 0.1022, 0.0847, 0.0599, 0.0478, -0.0135, -0.0192, 0.0277, 0.0359, 0.05, 0.05, 0.0669, 0.0609, 0.0811, 0.1153, 0.1269, 0.1513, 0.1495, 0.1518, 0.1902, 0.1879, 0.1627, 0.1607, 0.1892, 0.1229, 0.1761, 0.2249, 0.2287, 0.2296, 0.2299, 0.2299, 0.1953, 0.1666, 0.1454, 0.1259, 0.1259, 0.0632, 0.1024, 0.1383, 0.1507, 0.1202, 0.1242, 0.1364, 0.1335, 0.13, 0.1215, 0.0828, 0.0828, 0.0675, 0.0472, 0.0508, 0.0742, 0.0607, 0.0495, -0.0034, -0.0381, -0.0715, -0.0641, 0.0, -0.1162, -0.1765, -0.1392, -0.0948, -0.1164, -0.1406, -0.1821, -0.1677, -0.1677, -0.1575, -0.1425, -0.1456, -0.1434, -0.1728, -0.1839, -0.1501, -0.139, -0.131, -0.0805, -0.0675, -0.0297, -0.033, -0.0046, -0.0092, -0.0427, -0.0398, -0.0277, -0.0439, -0.0327, -0.0177, -0.0324, -0.0139, -0.0456, 0.0187, -0.0196, -0.0185, -0.0654, -0.0939, -0.1288, -0.0735, -0.0721, -0.0597, -0.0597, -0.063, -0.0495, -0.1084, -0.1735, -0.1889, -0.1616, -0.1405, -0.0996, -0.0958, -0.0728, -0.0759, -0.0754, -0.0333, -0.1033, -0.0937, -0.0936, -0.1058, -0.1261, -0.1189, -0.0875, -0.0751, -0.1392, -0.1526, -0.1319, -0.1272, -0.1329, -0.1386, -0.1763, -0.153, -0.1513, -0.144, -0.1433, -0.1313, -0.1296, -0.133, -0.133, -0.1348, -0.1607, -0.0921, -0.0085, 0.0175, -0.0362, -0.0993, -0.1025, -0.1416, -0.1356, -0.1635, -0.1753, -0.1697, -0.1893, -0.1468, -0.156, -0.1726, -0.1863, -0.1863, -0.2431, -0.2608, -0.2608, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:1997548806611906620", "ticker_idx": 0, "ts": "2025-12-07T06:08:42+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU IS NOT KILLING 29YR-OLD CRUCIAL BECAUSE THEY WANT TO. There's simply not enough DRAM/NAND to go around. They're shifting every bit of capacity to the insanely profitable Data Center segment. HBM/AI chips pay 5-10× more.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish MU: capacity shift to high-margin HBM/data center at 5-10x pricing premium is a structural earnings driver.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU IS NOT KILLING 29YR-OLD CRUCIAL BECAUSE THEY WANT TO.\n\nThere’s simply not enough DRAM/NAND to go around.\nThey’re shifting every bit of capacity to the insanely profitable Data Center segment. HBM/AI chips pay 5-10× more.\n\nPainful but just basic economics. https://t.co/yaLOFNzWjE", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": -0.0392839379393255, "ret_signed_m1d": -0.0392839379393255, "alpha_spy_m1d": -0.04229719951298927, "alpha_c_m1d": -0.028077946836107093, "bench_spy_m1d": 0.0030132615736637725, "bench_c_m1d": -0.011205991103218405, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.02227447367532398, "ret_signed_p1d": 0.02227447367532398, "alpha_spy_p1d": 0.02313750174889717, "alpha_c_p1d": 0.021053460791146117, "bench_spy_p1d": -0.000863028073573191, "bench_c_p1d": 0.0012210128841778634, "ret_p1w": -0.03815002725616001, "ret_signed_p1w": -0.03815002725616001, "alpha_spy_p1w": -0.03390798366473535, "alpha_c_p1w": 0.004313644495706925, "bench_spy_p1w": -0.00424204359142466, "bench_c_p1w": -0.04246367175186694, "ret_p1m": 0.3914171360164642, "ret_signed_p1m": 0.3914171360164642, "alpha_spy_p1m": 0.37646137351941356, "alpha_c_p1m": 0.3364012026289467, "bench_spy_p1m": 0.014955762497050662, "bench_c_p1m": 0.055015933387517535, "ret_p3m": 0.6086602969591723, "ret_signed_p3m": 0.6086602969591723, "alpha_spy_p3m": 0.6091091399731324, "alpha_c_p3m": 0.5326049825836561, "bench_spy_p3m": -0.0004488430139600874, "bench_c_p3m": 0.07605531437551627, "ret_p6m": 3.3130449453893425, "ret_signed_p6m": 3.3130449453893425, "alpha_spy_p6m": 3.1956349586232795, "alpha_c_p6m": 2.5923090317872175, "bench_spy_p6m": 0.11740998676606273, "bench_c_p6m": 0.720735913602125, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.3914171360164642, "alpha_spy_stated": 0.37646137351941356, "alpha_c_stated": 0.3364012026289467, "price_path": [-0.4334, -0.3906, -0.3636, -0.3614, -0.3572, -0.3525, -0.3164, -0.3414, -0.3337, -0.3265, -0.3455, -0.3653, -0.3635, -0.3366, -0.3228, -0.2628, -0.2563, -0.2393, -0.2266, -0.248, -0.204, -0.2211, -0.2645, -0.2193, -0.2424, -0.2227, -0.1798, -0.1804, -0.1626, -0.1807, -0.1962, -0.1628, -0.113, -0.1086, -0.1013, -0.0822, -0.0928, -0.0938, -0.0495, -0.117, -0.0382, -0.0348, -0.0364, 0.0258, -0.0235, -0.0082, -0.0404, -0.0004, -0.0201, -0.0746, -0.085, -0.1845, -0.1602, -0.0931, -0.0907, -0.0675, -0.0675, -0.0423, -0.0262, -0.0301, -0.0517, -0.0821, -0.0393, 0.0, 0.0223, 0.068, 0.0467, -0.0234, -0.0382, -0.0584, -0.0867, 0.0066, 0.0769, 0.1202, 0.1189, 0.161, 0.161, 0.1534, 0.1926, 0.1856, 0.1563, 0.1563, 0.2779, 0.2647, 0.3914, 0.3757, 0.3249, 0.3981, 0.4013, 0.3699, 0.3506, 0.3639, 0.4697, 0.4697, 0.4788, 0.5765, 0.6108, 0.6192, 0.5764, 0.6621, 0.7636, 0.7656, 0.6809, 0.7738, 0.6994, 0.5372, 0.5513, 0.5991, 0.5538, 0.5122, 0.6625, 0.6772, 0.6679, 0.6679, 0.6197, 0.7055, 0.6909, 0.7347, 0.7056, 0.6936, 0.7381, 0.6837, 0.6707, 0.6719, 0.5383, 0.6237, 0.6087, 0.5003, 0.5773, 0.6332, 0.6963, 0.6423, 0.7265, 0.79, 0.8706, 0.8707, 0.8, 0.7134, 0.6382, 0.6025, 0.548, 0.4402, 0.4473, 0.3043, 0.3693, 0.491, 0.4845, 0.4845, 0.5311, 0.5304, 0.6486, 0.7085, 0.7047, 0.7289, 0.8874, 0.8492, 0.8533, 0.8445, 0.8176, 0.8214, 0.9759, 0.9525, 1.0133, 1.1262, 1.044, 1.1014, 1.0962, 1.1977, 1.3365, 1.5949, 1.7018, 1.6209, 2.027, 2.2237, 2.1071, 2.2573, 2.1453, 1.9372, 1.7624, 1.8322, 1.9669, 2.089, 2.044, 2.044, 2.6312, 2.7631, 2.7432, 2.9357, 3.1971, 3.313]}
{"unit_id": "quote:2022570734749704620", "ticker_idx": 0, "ts": "2026-02-14T07:16:55+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "NAND flash TAM set to hit ~$90B by 2030, nearly TRIPLE 2025's size. This isn't a cycle. It's tectonic shift and it's just the beginning.", "tweet_type": "analysis", "timeline": "years", "summary": "Bullish MU and SNDK on NAND flash TAM tripling to ~$90B by 2030; structural shift, not a cycle.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU $SNDK NAND flash TAM set to hit ~$90B by 2030, nearly TRIPLE 2025's size\n\nThis isn't a cycle. It's tectonic shift and it's just the beginning. https://t.co/v1Ic3RzPtH", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": 0.029716392161894145, "ret_signed_m1d": 0.029716392161894145, "alpha_spy_m1d": 0.031327276047151575, "alpha_c_m1d": 0.029201088365555794, "bench_spy_m1d": -0.0016108838852574303, "bench_c_m1d": 0.0005153037963383511, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05295418149160458, "ret_signed_p1d": 0.05295418149160458, "alpha_spy_p1d": 0.047916473941027826, "alpha_c_p1d": 0.04058644105194653, "bench_spy_p1d": 0.005037707550576753, "bench_c_p1d": 0.012367740439658048, "ret_p1w": 0.045600095918206796, "ret_signed_p1w": 0.045600095918206796, "alpha_spy_p1w": 0.039010091880888, "alpha_c_p1w": 0.017011856077951748, "bench_spy_p1w": 0.006590004037318797, "bench_c_p1w": 0.028588239840255047, "ret_p1m": 0.1549602924588891, "ret_signed_p1m": 0.1549602924588891, "alpha_spy_p1m": 0.18632881231745624, "alpha_c_p1m": 0.1889226394104414, "bench_spy_p1m": -0.031368519858567145, "bench_c_p1m": -0.033962346951552314, "ret_p3m": 0.8134083878028087, "ret_signed_p3m": 0.8134083878028087, "alpha_spy_p3m": 0.7279742124972712, "alpha_c_p3m": 0.4481903231583555, "bench_spy_p3m": 0.08543417530553743, "bench_c_p3m": 0.36521806464445317, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.4965, -0.4815, -0.4401, -0.4386, -0.4243, -0.4243, -0.4087, -0.3988, -0.4012, -0.4145, -0.4333, -0.4069, -0.3826, -0.3689, -0.3406, -0.3538, -0.3971, -0.4062, -0.4186, -0.4361, -0.3785, -0.3351, -0.3084, -0.3092, -0.2832, -0.2832, -0.2879, -0.2637, -0.268, -0.2861, -0.2861, -0.211, -0.2192, -0.141, -0.1507, -0.182, -0.1368, -0.1348, -0.1542, -0.1662, -0.158, -0.0926, -0.0926, -0.087, -0.0267, -0.0055, -0.0003, -0.0267, 0.0262, 0.0888, 0.0901, 0.0378, 0.0951, 0.0492, -0.051, -0.0422, -0.0127, -0.0407, -0.0664, 0.0264, 0.0355, 0.0297, 0.0297, 0.0, 0.053, 0.0439, 0.071, 0.053, 0.0456, 0.0731, 0.0395, 0.0315, 0.0322, -0.0503, 0.0025, -0.0068, -0.0737, -0.0262, 0.0083, 0.0473, 0.0139, 0.0659, 0.1051, 0.1549, 0.155, 0.1113, 0.0578, 0.0114, -0.0106, -0.0442, -0.1109, -0.1065, -0.1947, -0.1546, -0.0795, -0.0835, -0.0835, -0.0547, -0.0551, 0.0178, 0.0548, 0.0525, 0.0674, 0.1653, 0.1417, 0.1442, 0.1388, 0.1221, 0.1245, 0.2199, 0.2055, 0.243, 0.3127, 0.2619, 0.2974, 0.2942, 0.3568, 0.4425, 0.6021, 0.6681, 0.6181, 0.8688, 0.9903, 0.9183, 1.011, 0.9419, 0.8134, 0.7055, 0.7485, 0.8318, 0.9071, 0.8793, 0.8793, 1.2419, 1.3233, 1.311, 1.4299, 1.5913, 1.6628, 1.7015, 1.4924, 1.1621, 1.3755, 1.342, 1.2319, 1.4921, 1.4564, 1.7226, 1.5544, 1.6105, 1.8377, 1.8377, 2.0314, 1.632, 1.632, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2022570734749704620", "ticker_idx": 1, "ts": "2026-02-14T07:16:55+00:00", "symbol": "SNDK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU $SNDK NAND flash TAM set to hit ~$90B by 2030, nearly TRIPLE 2025's size. This isn't a cycle. It's tectonic shift and it's just the beginning.", "tweet_type": "analysis", "timeline": "years", "summary": "Bullish MU and SNDK on NAND flash TAM tripling to ~$90B by 2030; structural shift, not a cycle.", "resolved_tickers": ["SNDK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU $SNDK NAND flash TAM set to hit ~$90B by 2030, nearly TRIPLE 2025's size\n\nThis isn't a cycle. It's tectonic shift and it's just the beginning. https://t.co/v1Ic3RzPtH", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": 0.06090514412280745, "ret_signed_m1d": 0.06090514412280745, "alpha_spy_m1d": 0.06251602800806488, "alpha_c_m1d": 0.060331490054962966, "bench_spy_m1d": -0.0016108838852574303, "bench_c_m1d": 0.0005736540678444868, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.016610503246771602, "ret_signed_p1d": 0.016610503246771602, "alpha_spy_p1d": 0.011572795696194849, "alpha_c_p1d": 0.006357985792598164, "bench_spy_p1d": 0.005037707550576753, "bench_c_p1d": 0.010252517454173438, "ret_p1w": 0.08115611591170824, "ret_signed_p1w": 0.08115611591170824, "alpha_spy_p1w": 0.07456611187438944, "alpha_c_p1w": 0.0751335706817553, "bench_spy_p1w": 0.006590004037318797, "bench_c_p1w": 0.006022545229952936, "ret_p1m": 0.27616445955639524, "ret_signed_p1m": 0.27616445955639524, "alpha_spy_p1m": 0.3075329794149624, "alpha_c_p1m": 0.2870619128876464, "bench_spy_p1m": -0.031368519858567145, "bench_c_p1m": -0.010897453331251139, "ret_p3m": 1.383396131570704, "ret_signed_p3m": 1.383396131570704, "alpha_spy_p3m": 1.2979619562651665, "alpha_c_p3m": 1.1181310772912512, "bench_spy_p3m": 0.08543417530553743, "bench_c_p3m": 0.2652650542794528, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.6682, -0.6609, -0.6157, -0.6266, -0.6359, -0.6359, -0.6219, -0.6441, -0.6523, -0.6709, -0.6388, -0.6131, -0.6182, -0.6284, -0.6057, -0.5909, -0.6509, -0.6582, -0.6456, -0.6498, -0.6284, -0.5977, -0.5918, -0.5853, -0.5766, -0.5766, -0.5766, -0.5864, -0.5933, -0.5981, -0.5981, -0.534, -0.5359, -0.408, -0.4013, -0.4335, -0.361, -0.3409, -0.34, -0.3434, -0.3071, -0.2996, -0.2996, -0.2328, -0.1512, -0.1476, -0.1977, -0.2028, -0.1848, -0.1066, -0.0868, -0.0243, 0.1264, 0.1777, -0.0102, -0.0244, 0.0125, -0.0122, -0.0829, 0.0148, 0.0672, 0.0609, 0.0609, 0.0, 0.0166, 0.0516, 0.1005, 0.1285, 0.0812, 0.0708, 0.1038, 0.0758, 0.0482, -0.0426, 0.0143, -0.0423, -0.1071, -0.0031, 0.0479, 0.1098, 0.0478, 0.1203, 0.1914, 0.2194, 0.2762, 0.3073, 0.2017, 0.1895, 0.1895, 0.1478, 0.0213, 0.0427, -0.0306, 0.0758, 0.1729, 0.1879, 0.1879, 0.227, 0.2035, 0.3222, 0.4419, 0.4422, 0.6128, 0.5992, 0.5099, 0.5569, 0.5594, 0.5459, 0.5298, 0.6578, 0.5788, 0.6761, 0.8121, 0.6972, 0.8019, 0.8566, 1.0099, 1.1264, 1.3812, 1.3874, 1.2688, 1.6454, 1.6204, 1.4586, 1.4505, 1.3413, 1.3834, 1.2571, 1.3422, 1.3579, 1.6114, 1.5038, 1.5038, 1.6915, 1.6921, 1.7797, 1.87, 1.9825, 1.9062, 2.1011, 1.9795, 1.6403, 1.7803, 1.788, 1.7824, 2.1858, 2.3527, 2.5691, 2.3721, 2.3167, 2.6993, 2.6993, 2.8499, 2.3248, 2.3248, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2005361398428365148", "ticker_idx": 0, "ts": "2025-12-28T19:33:09+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU killing Crucial consumer lineup forever due to massive AI/HBM margins (Near Memory) NOT a cycle. It's a PERMANENT decision. This is the paradigm shift.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish MU: permanent strategic shift to AI/HBM over consumer DRAM is a paradigm shift, not a cyclical move, underpinning durable margin expansion.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU killing Crucial consumer lineup forever due to massive AI/HBM margins (Near Memory)\n\nNOT a cycle. It's a PERMANENT decision.\n\nThis is the paradigm shift. https://t.co/WPagoNAe0s", "reply_text": null, "parent_text": null, "quoted_text": "Here's the P/E and P/S Ratio of $MU that enables AI GPUs with super fast High Bandwith Memory Cubes. Their HBM sales grew 50% sequentially and DRAM/NAND prices have bottomed. Micron intends to take at least 27% of the whole HBM market.\n\nForward P/E ratio: 10.41\nForward P/S ratio https://t.co/TSLBx04ENf", "parent_author": null, "ret_m1d": -0.03293480743250321, "ret_signed_m1d": -0.03293480743250321, "alpha_spy_m1d": -0.03651120598524471, "alpha_c_m1d": -0.03746514414812252, "bench_spy_m1d": 0.0035763985527415, "bench_c_m1d": 0.00453033671561931, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.005910992747669375, "ret_signed_p1d": -0.005910992747669375, "alpha_spy_p1d": -0.0046897791343043504, "alpha_c_p1d": -0.0034399076110734894, "bench_spy_p1d": -0.0012212136133650242, "bench_c_p1d": -0.0024710851365958852, "ret_p1w": 0.0604001341649012, "ret_signed_p1w": 0.0604001341649012, "alpha_spy_p1w": 0.06058906991604118, "alpha_c_p1w": 0.023663072588536505, "bench_spy_p1w": -0.00018893575113998473, "bench_c_p1w": 0.036737061576364693, "ret_p1m": 0.3936201768412877, "ret_signed_p1m": 0.3936201768412877, "alpha_spy_p1m": 0.3825131096807832, "alpha_c_p1m": 0.27544656943153467, "bench_spy_p1m": 0.011107067160504469, "bench_c_p1m": 0.11817360740975302, "ret_p3m": 0.207527878939616, "ret_signed_p3m": 0.207527878939616, "alpha_spy_p3m": 0.26713131011276603, "alpha_c_p3m": 0.1618673938541495, "bench_spy_p3m": -0.059603431173150034, "bench_c_p3m": 0.045660485085466496, "ret_p6m": 2.574453326773054, "ret_signed_p6m": 2.574453326773054, "alpha_spy_p6m": 2.502303152288479, "alpha_c_p6m": 1.8665101006474392, "bench_spy_p6m": 0.07215017448457473, "bench_c_p6m": 0.7079432261256149, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.3936201768412877, "alpha_spy_stated": 0.3825131096807832, "alpha_c_stated": 0.27544656943153467, "price_path": [-0.3819, -0.3764, -0.3622, -0.3516, -0.3694, -0.3326, -0.3469, -0.3833, -0.3454, -0.3648, -0.3482, -0.3123, -0.3128, -0.2979, -0.3131, -0.3261, -0.2981, -0.2563, -0.2526, -0.2465, -0.2304, -0.2393, -0.2401, -0.203, -0.2596, -0.1935, -0.1907, -0.1921, -0.1399, -0.1813, -0.1684, -0.1954, -0.1618, -0.1784, -0.2241, -0.2328, -0.3162, -0.2958, -0.2396, -0.2376, -0.2181, -0.2181, -0.197, -0.1835, -0.1868, -0.2049, -0.2304, -0.1945, -0.1615, -0.1429, -0.1045, -0.1223, -0.1812, -0.1935, -0.2105, -0.2342, -0.156, -0.097, -0.0608, -0.0619, -0.0265, -0.0265, -0.0329, 0.0, -0.0059, -0.0304, -0.0304, 0.0715, 0.0604, 0.1667, 0.1535, 0.1109, 0.1723, 0.1749, 0.1487, 0.1324, 0.1436, 0.2323, 0.2323, 0.2399, 0.3218, 0.3506, 0.3576, 0.3218, 0.3936, 0.4787, 0.4804, 0.4094, 0.4872, 0.4249, 0.2889, 0.3007, 0.3408, 0.3028, 0.268, 0.394, 0.4063, 0.3984, 0.3984, 0.3581, 0.43, 0.4178, 0.4545, 0.4301, 0.42, 0.4573, 0.4117, 0.4009, 0.4019, 0.2898, 0.3614, 0.3488, 0.2579, 0.3226, 0.3694, 0.4223, 0.377, 0.4476, 0.5008, 0.5684, 0.5685, 0.5092, 0.4366, 0.3736, 0.3436, 0.298, 0.2075, 0.2135, 0.0936, 0.1482, 0.2501, 0.2447, 0.2447, 0.2838, 0.2832, 0.3823, 0.4325, 0.4294, 0.4497, 0.5826, 0.5505, 0.5539, 0.5466, 0.524, 0.5272, 0.6567, 0.6371, 0.6881, 0.7827, 0.7138, 0.762, 0.7576, 0.8427, 0.9591, 1.1757, 1.2654, 1.1976, 1.538, 1.7029, 1.6052, 1.7311, 1.6373, 1.4628, 1.3162, 1.3747, 1.4877, 1.59, 1.5523, 1.5523, 2.0447, 2.1552, 2.1386, 2.3, 2.5192, 2.6164, 2.6689, 2.3849, 1.9363, 2.2261, 2.1806, 2.0311, 2.3845, 2.336, 2.6975, 2.4691, 2.5453, 2.8539, 2.8539, 3.1169, 2.5745]}
{"unit_id": "reply:2014917115955024283", "ticker_idx": 0, "ts": "2026-01-24T04:24:10+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$1000 EoY, I think we have a good chance", "tweet_type": "prediction", "timeline": "months", "summary": "Author agrees Micron has a good chance of reaching $1000 by year-end.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@ChessWarri42621 $1000 EoY, I think we have a good chance.", "reply_text": null, "parent_text": "@TradexWhisperer Barring some unforeseen Black Swan event, how is Micron not at $1000 one year from now?", "quoted_text": null, "parent_author": "ChessWarri42621", "ret_m1d": 0.02714026854416307, "ret_signed_m1d": 0.02714026854416307, "alpha_spy_m1d": 0.03219284216618923, "alpha_c_m1d": 0.023955902187538847, "bench_spy_m1d": -0.0050525736220261575, "bench_c_m1d": 0.003184366356624224, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05435759085969649, "ret_signed_p1d": 0.05435759085969649, "alpha_spy_p1d": 0.05037342548122559, "alpha_c_p1d": 0.03322025441476706, "bench_spy_p1d": 0.003984165378470905, "bench_c_p1d": 0.021137336444929433, "ret_p1w": 0.12518954482328515, "ret_signed_p1w": 0.12518954482328515, "alpha_spy_p1w": 0.12132088303871202, "alpha_c_p1w": 0.10224687963987589, "bench_spy_p1w": 0.003868661784573124, "bench_c_p1w": 0.02294266518340926, "ret_p1m": 0.07432730762902162, "ret_signed_p1m": 0.07432730762902162, "alpha_spy_p1m": 0.08209377282576924, "alpha_c_p1m": 0.02332686641656423, "bench_spy_p1m": -0.007766465196747618, "bench_c_p1m": 0.05100044121245739, "ret_p3m": 0.2385884502360145, "ret_signed_p3m": 0.2385884502360145, "alpha_spy_p3m": 0.21310263538827545, "alpha_c_p3m": 0.030399299103990085, "bench_spy_p3m": 0.02548581484773904, "bench_c_p3m": 0.2081891511320244, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.07432730762902162, "alpha_spy_stated": 0.08209377282576924, "alpha_c_stated": 0.02332686641656423, "price_path": [-0.4178, -0.4245, -0.4251, -0.397, -0.4399, -0.3898, -0.3877, -0.3888, -0.3493, -0.3806, -0.3708, -0.3913, -0.3659, -0.3784, -0.413, -0.4196, -0.4827, -0.4673, -0.4247, -0.4232, -0.4084, -0.4084, -0.3925, -0.3822, -0.3847, -0.3984, -0.4177, -0.3906, -0.3656, -0.3515, -0.3225, -0.336, -0.3805, -0.3898, -0.4027, -0.4206, -0.3615, -0.3168, -0.2894, -0.2902, -0.2635, -0.2635, -0.2684, -0.2434, -0.2479, -0.2665, -0.2665, -0.1893, -0.1977, -0.1174, -0.1273, -0.1595, -0.1131, -0.1111, -0.131, -0.1433, -0.1348, -0.0677, -0.0677, -0.0619, 0.0001, 0.0218, 0.0271, 0.0, 0.0544, 0.1187, 0.12, 0.0663, 0.1252, 0.078, -0.0249, -0.0159, 0.0144, -0.0144, -0.0407, 0.0546, 0.0639, 0.058, 0.058, 0.0275, 0.0819, 0.0726, 0.1004, 0.0819, 0.0743, 0.1026, 0.068, 0.0598, 0.0606, -0.0242, 0.03, 0.0205, -0.0483, 0.0006, 0.036, 0.0761, 0.0418, 0.0952, 0.1355, 0.1866, 0.1867, 0.1418, 0.0869, 0.0392, 0.0166, -0.018, -0.0864, -0.0819, -0.1726, -0.1314, -0.0542, -0.0583, -0.0583, -0.0287, -0.0292, 0.0458, 0.0838, 0.0814, 0.0968, 0.1973, 0.173, 0.1756, 0.1701, 0.153, 0.1554, 0.2534, 0.2386, 0.2772, 0.3487, 0.2966, 0.3331, 0.3297, 0.3941, 0.4822, 0.6461, 0.7139, 0.6626, 0.9202, 1.0449, 0.971, 1.0663, 0.9953, 0.8632, 0.7524, 0.7966, 0.8821, 0.9595, 0.931, 0.931, 1.3035, 1.3871, 1.3745, 1.4966, 1.6625, 1.736, 1.7758, 1.5609, 1.2215, 1.4408, 1.4063, 1.2932, 1.5606, 1.5239, 1.7974, 1.6246, 1.6822, 1.9157, 1.9157, 2.1147, 1.7043, 1.7043, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2022913472158400915", "ticker_idx": 0, "ts": "2026-02-15T05:58:50+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I like $MU more than $SNDK. Micron has HBM/DRAM exposure. Also Micron has direct control over fab expansions.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Prefers MU over SNDK on HBM/DRAM exposure and direct fab control.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@sarmadj807 I don't have a target. Anything can happen is my philosophy. I like $MU more than $SNDK. Micron has HBM/DRAM exposure. Also Micron has direct control over fab expansions. Sandisk is fabless.", "reply_text": null, "parent_text": "@TradexWhisperer Who are you most bullish on? $MU or $SNDK? Is $SNDK rally sustainable? In short what is your year-end price target for both $SNDK and $MU?", "quoted_text": null, "parent_author": "sarmadj807", "ret_m1d": 0.029716392161894145, "ret_signed_m1d": 0.029716392161894145, "alpha_spy_m1d": 0.031327276047151575, "alpha_c_m1d": 0.029201088365555794, "bench_spy_m1d": -0.0016108838852574303, "bench_c_m1d": 0.0005153037963383511, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05295418149160458, "ret_signed_p1d": 0.05295418149160458, "alpha_spy_p1d": 0.047916473941027826, "alpha_c_p1d": 0.04058644105194653, "bench_spy_p1d": 0.005037707550576753, "bench_c_p1d": 0.012367740439658048, "ret_p1w": 0.045600095918206796, "ret_signed_p1w": 0.045600095918206796, "alpha_spy_p1w": 0.039010091880888, "alpha_c_p1w": 0.017011856077951748, "bench_spy_p1w": 0.006590004037318797, "bench_c_p1w": 0.028588239840255047, "ret_p1m": 0.1549602924588891, "ret_signed_p1m": 0.1549602924588891, "alpha_spy_p1m": 0.18632881231745624, "alpha_c_p1m": 0.1889226394104414, "bench_spy_p1m": -0.031368519858567145, "bench_c_p1m": -0.033962346951552314, "ret_p3m": 0.8134083878028087, "ret_signed_p3m": 0.8134083878028087, "alpha_spy_p3m": 0.7279742124972712, "alpha_c_p3m": 0.4481903231583555, "bench_spy_p3m": 0.08543417530553743, "bench_c_p3m": 0.36521806464445317, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.1549602924588891, "alpha_spy_stated": 0.18632881231745624, "alpha_c_stated": 0.1889226394104414, "price_path": [-0.4965, -0.4815, -0.4401, -0.4386, -0.4243, -0.4243, -0.4087, -0.3988, -0.4012, -0.4145, -0.4333, -0.4069, -0.3826, -0.3689, -0.3406, -0.3538, -0.3971, -0.4062, -0.4186, -0.4361, -0.3785, -0.3351, -0.3084, -0.3092, -0.2832, -0.2832, -0.2879, -0.2637, -0.268, -0.2861, -0.2861, -0.211, -0.2192, -0.141, -0.1507, -0.182, -0.1368, -0.1348, -0.1542, -0.1662, -0.158, -0.0926, -0.0926, -0.087, -0.0267, -0.0055, -0.0003, -0.0267, 0.0262, 0.0888, 0.0901, 0.0378, 0.0951, 0.0492, -0.051, -0.0422, -0.0127, -0.0407, -0.0664, 0.0264, 0.0355, 0.0297, 0.0297, 0.0, 0.053, 0.0439, 0.071, 0.053, 0.0456, 0.0731, 0.0395, 0.0315, 0.0322, -0.0503, 0.0025, -0.0068, -0.0737, -0.0262, 0.0083, 0.0473, 0.0139, 0.0659, 0.1051, 0.1549, 0.155, 0.1113, 0.0578, 0.0114, -0.0106, -0.0442, -0.1109, -0.1065, -0.1947, -0.1546, -0.0795, -0.0835, -0.0835, -0.0547, -0.0551, 0.0178, 0.0548, 0.0525, 0.0674, 0.1653, 0.1417, 0.1442, 0.1388, 0.1221, 0.1245, 0.2199, 0.2055, 0.243, 0.3127, 0.2619, 0.2974, 0.2942, 0.3568, 0.4425, 0.6021, 0.6681, 0.6181, 0.8688, 0.9903, 0.9183, 1.011, 0.9419, 0.8134, 0.7055, 0.7485, 0.8318, 0.9071, 0.8793, 0.8793, 1.2419, 1.3233, 1.311, 1.4299, 1.5913, 1.6628, 1.7015, 1.4924, 1.1621, 1.3755, 1.342, 1.2319, 1.4921, 1.4564, 1.7226, 1.5544, 1.6105, 1.8377, 1.8377, 2.0314, 1.632, 1.632, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2023232695334322480", "ticker_idx": 0, "ts": "2026-02-16T03:07:19+00:00", "symbol": "MRVL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Perhaps $MRVL?? You need more DD though.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Tentatively bullish MRVL as undervalued; likes GLW.", "resolved_tickers": ["MRVL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@endz_on_x I am generally cautious about undervalued stocks unless they have a brand new product never seen before by the world (like HBM).\n\nPerhaps $MRVL?? You need more DD though. I like $GLW btw. https://t.co/tqBfeeHW8y", "reply_text": null, "parent_text": "@TradexWhisperer Thanks for all your posts. Really helpful. My question is if you see any tickers currently that are at a bargain or at least undervalued compared to the run up many of the names had? Been looking at SIMU.", "quoted_text": null, "parent_author": "endz_on_x", "ret_m1d": -0.005062691663596075, "ret_signed_m1d": -0.005062691663596075, "alpha_spy_m1d": -0.0034518077783386447, "alpha_c_m1d": -0.005577995459934426, "bench_spy_m1d": -0.0016108838852574303, "bench_c_m1d": 0.0005153037963383511, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0010123837555640058, "ret_signed_p1d": 0.0010123837555640058, "alpha_spy_p1d": -0.004025323795012747, "alpha_c_p1d": -0.011355356684094042, "bench_spy_p1d": 0.005037707550576753, "bench_c_p1d": 0.012367740439658048, "ret_p1w": -0.00784720589232657, "ret_signed_p1w": -0.00784720589232657, "alpha_spy_p1w": -0.014437209929645367, "alpha_c_p1w": -0.03643544573258162, "bench_spy_p1w": 0.006590004037318797, "bench_c_p1w": 0.028588239840255047, "ret_p1m": 0.10897351301124214, "ret_signed_p1m": 0.10897351301124214, "alpha_spy_p1m": 0.14034203286980929, "alpha_c_p1m": 0.14293585996279445, "bench_spy_p1m": -0.031368519858567145, "bench_c_p1m": -0.033962346951552314, "ret_p3m": 1.2399510840592503, "ret_signed_p3m": 1.2399510840592503, "alpha_spy_p3m": 1.1545169087537128, "alpha_c_p3m": 0.8747330194147971, "bench_spy_p3m": 0.08543417530553743, "bench_c_p3m": 0.36521806464445317, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.10897351301124214, "alpha_spy_stated": 0.14034203286980929, "alpha_c_stated": 0.14293585996279445, "price_path": [-0.0302, -0.0204, 0.0597, 0.0552, 0.1094, 0.1094, 0.1307, 0.1522, 0.1748, 0.2673, 0.2419, 0.251, 0.1636, 0.1244, 0.1695, 0.1311, 0.0678, 0.0657, 0.0633, 0.0333, 0.0683, 0.0635, 0.0725, 0.1089, 0.0939, 0.0939, 0.092, 0.0847, 0.0973, 0.0748, 0.0748, 0.1306, 0.1412, 0.1159, 0.0705, 0.0554, 0.0533, 0.0491, 0.0511, 0.0278, 0.0173, 0.0184, 0.0184, 0.01, 0.0448, 0.0518, 0.0154, 0.0349, 0.0496, 0.0583, 0.0295, -0.0011, -0.0044, -0.0439, -0.0668, -0.0608, 0.0161, 0.0423, 0.038, 0.0295, -0.0099, -0.0051, -0.0051, 0.0, 0.001, 0.0076, 0.0059, -0.0154, -0.0078, 0.0242, 0.0035, 0.0339, 0.0234, -0.019, -0.0116, -0.0421, 0.1337, 0.1726, 0.1809, 0.1447, 0.1096, 0.112, 0.1591, 0.1491, 0.109, 0.1331, 0.1126, 0.1411, 0.169, 0.246, 0.2363, 0.2009, 0.1114, 0.2536, 0.3506, 0.3557, 0.3557, 0.386, 0.3844, 0.4486, 0.5179, 0.6271, 0.6626, 0.6947, 0.7044, 0.6889, 0.7689, 0.8721, 0.916, 0.9921, 1.0965, 1.0807, 1.0034, 0.9403, 0.9826, 1.0913, 1.0888, 1.0724, 1.1369, 1.1799, 1.0262, 1.1543, 1.1633, 1.0831, 1.2534, 1.312, 1.24, 1.1392, 1.2321, 1.3654, 1.4147, 1.4861, 1.4861, 1.6372, 1.5161, 1.5938, 1.5959, 1.7786, 2.6823, 2.8198, 3.0069, 2.3363, 2.6577, 2.3795, 2.1985, 2.5546, 2.5418, 2.9113, 2.5288, 2.6664, 2.9329, 2.9329, 2.8984, 2.5335, 2.5335, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2023232695334322480", "ticker_idx": 1, "ts": "2026-02-16T03:07:19+00:00", "symbol": "GLW", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I like $GLW btw.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Tentatively bullish MRVL as undervalued; likes GLW.", "resolved_tickers": ["GLW"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Electronic Components'", "bench_c_industry": "Electronic Components", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@endz_on_x I am generally cautious about undervalued stocks unless they have a brand new product never seen before by the world (like HBM).\n\nPerhaps $MRVL?? You need more DD though. I like $GLW btw. https://t.co/tqBfeeHW8y", "reply_text": null, "parent_text": "@TradexWhisperer Thanks for all your posts. Really helpful. My question is if you see any tickers currently that are at a bargain or at least undervalued compared to the run up many of the names had? Been looking at SIMU.", "quoted_text": null, "parent_author": "endz_on_x", "ret_m1d": 0.022525331510876878, "ret_signed_m1d": 0.022525331510876878, "alpha_spy_m1d": 0.02413621539613431, "alpha_c_m1d": 0.02195167744303239, "bench_spy_m1d": -0.0016108838852574303, "bench_c_m1d": 0.0005736540678444868, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.011415925237995062, "ret_signed_p1d": 0.011415925237995062, "alpha_spy_p1d": 0.006378217687418308, "alpha_c_p1d": 0.001163407783821624, "bench_spy_p1d": 0.005037707550576753, "bench_c_p1d": 0.010252517454173438, "ret_p1w": 0.16143121012936668, "ret_signed_p1w": 0.16143121012936668, "alpha_spy_p1w": 0.15484120609204788, "alpha_c_p1w": 0.15540866489941374, "bench_spy_p1w": 0.006590004037318797, "bench_c_p1w": 0.006022545229952936, "ret_p1m": -0.0031997389251401387, "ret_signed_p1m": -0.0031997389251401387, "alpha_spy_p1m": 0.028168780933427007, "alpha_c_p1m": 0.007697714406111, "bench_spy_p1m": -0.031368519858567145, "bench_c_p1m": -0.010897453331251139, "ret_p3m": 0.4723261352404373, "ret_signed_p3m": 0.4723261352404373, "alpha_spy_p3m": 0.3868919599348999, "alpha_c_p3m": 0.20706108096098452, "bench_spy_p3m": 0.08543417530553743, "bench_c_p3m": 0.2652650542794528, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.0031997389251401387, "alpha_spy_stated": 0.028168780933427007, "alpha_c_stated": 0.007697714406111, "price_path": [-0.4022, -0.3912, -0.3671, -0.3645, -0.3595, -0.3595, -0.3549, -0.3648, -0.3586, -0.3599, -0.3453, -0.3413, -0.3237, -0.3019, -0.2783, -0.2647, -0.3233, -0.3249, -0.3389, -0.3455, -0.3344, -0.3268, -0.3227, -0.3155, -0.3131, -0.3131, -0.3137, -0.3181, -0.3192, -0.3291, -0.3291, -0.3053, -0.3205, -0.3162, -0.3259, -0.3462, -0.347, -0.3267, -0.3114, -0.3088, -0.2837, -0.2783, -0.2783, -0.2908, -0.2835, -0.2777, -0.2852, -0.2725, -0.1592, -0.201, -0.2108, -0.2089, -0.1545, -0.1358, -0.1596, -0.1358, -0.0641, 0.0067, -0.0185, 0.0182, 0.0075, 0.0225, 0.0225, 0.0, 0.0114, -0.0041, 0.0689, 0.1129, 0.1614, 0.2292, 0.1515, 0.1543, 0.2117, 0.1327, 0.1118, 0.0343, -0.0536, -0.0094, 0.0456, 0.0114, -0.0039, -0.0089, 0.0136, -0.003, -0.0032, 0.0215, -0.0437, 0.0053, 0.0901, 0.1234, 0.0387, 0.0501, -0.0133, 0.0437, 0.0929, 0.1354, 0.1354, 0.1245, 0.14, 0.2673, 0.3034, 0.3144, 0.3446, 0.3266, 0.2916, 0.2748, 0.2618, 0.2695, 0.27, 0.2954, 0.3011, 0.3501, 0.2896, 0.1748, 0.166, 0.2607, 0.2148, 0.2278, 0.2443, 0.3937, 0.4001, 0.4349, 0.5919, 0.5217, 0.5852, 0.5987, 0.4723, 0.3705, 0.3497, 0.387, 0.4729, 0.4895, 0.4895, 0.5058, 0.4653, 0.4045, 0.3927, 0.3584, 0.5406, 0.5434, 0.5199, 0.3652, 0.4418, 0.3372, 0.2928, 0.3573, 0.3776, 0.4444, 0.364, 0.3484, 0.4985, 0.4985, 0.6131, 0.492, 0.492, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2016030783077777608", "ticker_idx": 0, "ts": "2026-01-27T06:09:29+00:00", "symbol": "MSFT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MSFT joining the AI chip arms race is bullish for the entire memory industry", "tweet_type": "analysis", "timeline": "unspecified", "summary": "MSFT Maia 200 launch bullish for MSFT and the entire memory sector; MU excluded as HBM supplier.", "resolved_tickers": ["MSFT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "$MSFT \"Our newest AI accelerator, Maia 200, is now online in Azure. It delivers 30% better performance than current systems—an AI inference powerhouse built by TSMC with 216GB of HBM3e\"\n\nNo $MU HBM but $MSFT joining the AI chpi arms race is bullish for the entire memory industry. https://t.co/KTyR6qzALI", "reply_text": null, "parent_text": null, "quoted_text": "Are you bullish on $MSFT and Copilot?", "parent_author": null, "ret_m1d": -0.021432496899442932, "ret_signed_m1d": -0.021432496899442932, "alpha_spy_m1d": -0.01746414210276248, "alpha_c_m1d": -0.01746414210276248, "bench_spy_m1d": -0.003968354796680451, "bench_c_m1d": -0.003968354796680451, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0021848051911272925, "ret_signed_p1d": 0.0021848051911272925, "alpha_spy_p1d": 0.0022854697714521643, "alpha_c_p1d": 0.0022854697714521643, "bench_spy_p1d": -0.0001006645803248718, "bench_c_p1d": -0.0001006645803248718, "ret_p1w": -0.14434646176753563, "ret_signed_p1w": -0.14434646176753563, "alpha_spy_p1w": -0.13577700338356125, "alpha_c_p1w": -0.13577700338356125, "bench_spy_p1w": -0.008569458383974382, "bench_c_p1w": -0.008569458383974382, "ret_p1m": -0.16452132272404063, "ret_signed_p1m": -0.16452132272404063, "alpha_spy_p1m": -0.16115686718443611, "alpha_c_p1m": -0.16115686718443611, "bench_spy_p1m": -0.003364455539604516, "bench_c_p1m": -0.003364455539604516, "ret_p3m": -0.11442599064105052, "ret_signed_p3m": -0.11442599064105052, "alpha_spy_p3m": -0.14375758488568335, "alpha_c_p3m": -0.14375758488568335, "bench_spy_p3m": 0.02933159424463283, "bench_c_p3m": 0.02933159424463283, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.16452132272404063, "alpha_spy_stated": -0.16115686718443611, "alpha_c_stated": -0.16115686718443611, "price_path": [0.092, 0.0755, 0.0738, 0.0682, 0.0533, 0.0324, 0.0319, 0.0509, 0.0565, 0.0616, 0.0453, 0.0596, 0.054, 0.0256, 0.0117, -0.0045, -0.0176, -0.0137, -0.0075, 0.0102, 0.0102, 0.0238, 0.0128, 0.0196, -0.0059, 0.0005, 0.0054, 0.0217, 0.0238, -0.0042, 0.006, -0.0043, -0.012, -0.0087, -0.0093, 0.0071, 0.0111, 0.009, 0.013, 0.0155, 0.0155, 0.0148, 0.0136, 0.0144, 0.0063, 0.0063, -0.0159, -0.0161, -0.0043, 0.006, -0.0051, -0.0027, -0.0071, -0.0206, -0.0441, -0.0498, -0.0431, -0.0431, -0.0542, -0.0759, -0.0613, -0.0304, -0.0214, 0.0, 0.0022, -0.098, -0.1046, -0.119, -0.1443, -0.1381, -0.1808, -0.1653, -0.1394, -0.1401, -0.1586, -0.1638, -0.1649, -0.1649, -0.1742, -0.1685, -0.169, -0.1715, -0.1982, -0.1887, -0.1645, -0.1622, -0.1809, -0.1688, -0.1576, -0.1549, -0.1435, -0.1471, -0.1461, -0.1538, -0.1556, -0.1619, -0.1751, -0.1659, -0.167, -0.1829, -0.1887, -0.2036, -0.2012, -0.2226, -0.2262, -0.2367, -0.2559, -0.2514, -0.228, -0.2297, -0.2211, -0.2211, -0.2223, -0.2236, -0.2193, -0.2219, -0.2265, -0.1984, -0.1801, -0.1424, -0.1235, -0.1182, -0.1281, -0.1154, -0.0971, -0.1329, -0.1144, -0.114, -0.1048, -0.1148, -0.1495, -0.1357, -0.1374, -0.142, -0.1367, -0.1225, -0.1342, -0.1394, -0.1496, -0.1549, -0.1461, -0.1201, -0.1167, -0.1294, -0.1219, -0.1241, -0.1252, -0.1252, -0.1305, -0.1375, -0.1076, -0.059, -0.0375, -0.0776, -0.1068, -0.1053, -0.1291, -0.1394, -0.1568, -0.1695, -0.1842, -0.1833, -0.1645, -0.1769, -0.208, -0.207, -0.207, -0.2322, -0.2184, -0.2184, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2016030783077777608", "ticker_idx": 1, "ts": "2026-01-27T06:09:29+00:00", "symbol": "memory", "kind": "sector", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "$MSFT joining the AI chip arms race is bullish for the entire memory industry", "tweet_type": "analysis", "timeline": "unspecified", "summary": "MSFT Maia 200 launch bullish for MSFT and the entire memory sector; MU excluded as HBM supplier.", "resolved_tickers": ["MU", "000660.KS", "005930.KS"], "resolution_method": "basket", "resolution_reason": "Memory sector basket: Micron, SK Hynix, Samsung Electronics", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MSFT \"Our newest AI accelerator, Maia 200, is now online in Azure. It delivers 30% better performance than current systems—an AI inference powerhouse built by TSMC with 216GB of HBM3e\"\n\nNo $MU HBM but $MSFT joining the AI chpi arms race is bullish for the entire memory industry. https://t.co/KTyR6qzALI", "reply_text": null, "parent_text": null, "quoted_text": "Are you bullish on $MSFT and Copilot?", "parent_author": null, "ret_m1d": -0.059316726764566195, "ret_signed_m1d": -0.059316726764566195, "alpha_spy_m1d": -0.055348371967885744, "alpha_c_m1d": -0.03861692891120524, "bench_spy_m1d": -0.003968354796680451, "bench_c_m1d": -0.020699797853360957, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.04348977957283114, "ret_signed_p1d": 0.04348977957283114, "alpha_spy_p1d": 0.043590444153156015, "alpha_c_p1d": 0.02045723228538495, "bench_spy_p1d": -0.0001006645803248718, "bench_c_p1d": 0.023032547287446192, "ret_p1w": 0.06877758146315816, "ret_signed_p1w": 0.06877758146315816, "alpha_spy_p1w": 0.07734703984713254, "alpha_c_p1w": 0.0922766786374215, "bench_spy_p1w": -0.008569458383974382, "bench_c_p1w": -0.02349909717426335, "ret_p1m": 0.1980304767721802, "ret_signed_p1m": 0.1980304767721802, "alpha_spy_p1m": 0.2013949323117847, "alpha_c_p1m": 0.15159707305920453, "bench_spy_p1m": -0.003364455539604516, "bench_c_p1m": 0.04643340371297566, "ret_p3m": 0.37355160594108555, "ret_signed_p3m": 0.37355160594108555, "alpha_spy_p3m": 0.3442200116964527, "alpha_c_p3m": 0.12999113340233476, "bench_spy_p3m": 0.02933159424463283, "bench_c_p3m": 0.2435604725387508, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.1980304767721802, "alpha_spy_stated": 0.2013949323117847, "alpha_c_stated": 0.15159707305920453, "price_path": [-0.3651, -0.3619, -0.3202, -0.3608, -0.3568, -0.3532, -0.3617, -0.3327, -0.3312, -0.3298, -0.3389, -0.3642, -0.3419, -0.3737, -0.3818, -0.3895, -0.4175, -0.4005, -0.395, -0.381, -0.3711, -0.3781, -0.3709, -0.3579, -0.3625, -0.3715, -0.3552, -0.3313, -0.3337, -0.3166, -0.3315, -0.3397, -0.3583, -0.3765, -0.3628, -0.3443, -0.335, -0.3039, -0.3004, -0.2911, -0.2911, -0.2758, -0.2444, -0.2404, -0.2463, -0.2463, -0.1931, -0.1678, -0.1282, -0.1203, -0.1292, -0.1191, -0.1168, -0.1302, -0.1268, -0.1137, -0.0791, -0.0749, -0.0904, -0.0631, -0.0441, -0.0378, -0.0593, 0.0, 0.0435, 0.0487, 0.0513, 0.0159, 0.0688, 0.0367, -0.0051, 0.0017, 0.0289, 0.0148, 0.0424, 0.0796, 0.0798, 0.0798, 0.0702, 0.0874, 0.1087, 0.1406, 0.1416, 0.1764, 0.198, 0.252, 0.2304, 0.2307, 0.1082, 0.0399, 0.1158, 0.0799, 0.0279, 0.1118, 0.1359, 0.1103, 0.1096, 0.1599, 0.1853, 0.2517, 0.2029, 0.1807, 0.1074, 0.1294, 0.1208, 0.0547, 0.0561, -0.0048, -0.0384, 0.0706, 0.0178, 0.0533, 0.0813, 0.1008, 0.2027, 0.1864, 0.202, 0.2018, 0.2714, 0.2869, 0.3093, 0.2931, 0.3004, 0.3349, 0.3623, 0.3731, 0.3736, 0.4359, 0.4175, 0.4345, 0.419, 0.4393, 0.5595, 0.6113, 0.7672, 0.7846, 0.8731, 1.0292, 0.9734, 1.0729, 1.073, 0.9149, 0.9106, 0.8734, 0.9014, 1.0565, 1.0333, 1.0333, 1.211, 1.3339, 1.3336, 1.4272, 1.5592, 1.6052, 1.6178, 1.5052, 1.2556, 1.1883, 1.3599, 1.2135, 1.3129, 1.3709, 1.5454, 1.5426, 1.6261, 1.8019, 1.8171, 1.9437, 1.5709, 1.6452, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2011158691165151233", "ticker_idx": 0, "ts": "2026-01-13T19:29:32+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU BOOM: PT Raised To $550 (Street-High)", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Shares/endorses multiple analyst PT upgrades on MU, including street-high $550 from Lynx Equity, on AI DRAM demand, HBM ramp, and stronger-for-longer memory cycle.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU BOOM: PT Raised To $550 (Street-High)\n\nLynx Equity: $325 → $550 \n\nGross margin gains; early-stage AI inference/infrastructure growth driving extraordinary demand; heavy investment needs among memory suppliers; shift to sustainable earnings power valuation over spot prices.\n\nKeyBanc: $325 → $450\n\nStronger-for-longer memory cycle; limited new capacity additions before 2027; hyperscaler demand disrupting supply/pricing; estimates well above consensus.\n\nBank of America: $300 → $400\n\nContinued DRAM spot price increases; disciplined Samsung capex in CY26; favorable supply backdrop; earnings expansion from upcycle + HBM/DC ramp; valued at high-end historical P/B multiple", "reply_text": null, "parent_text": null, "quoted_text": "$MU Fresh New Price Targets, Last 7 Days\n\nUBS Group\n$300 → $400\nHighlighted AI-driven DRAM shortage, reduced cyclicality, faster HBM obsolescence limiting inventory risk, and strong earnings expectations (raised 2026 EPS to ~$45 and 2027 to ~$60)\n\nPiper Sandler\n$275 → $400 https://t.co/0Ib82H4m7K", "parent_author": null, "ret_m1d": 0.022890621028567315, "ret_signed_m1d": 0.022890621028567315, "alpha_spy_m1d": 0.02088710822578177, "alpha_c_m1d": 0.025112660514430396, "bench_spy_m1d": 0.0020035128027855453, "bench_c_m1d": -0.002222039485863081, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.014136550782735902, "ret_signed_p1d": -0.014136550782735902, "alpha_spy_p1d": -0.009221297879596912, "alpha_c_p1d": -0.0060145864742646715, "bench_spy_p1d": -0.004915252903138989, "bench_c_p1d": -0.00812196430847123, "ret_p1w": 0.07946653019347472, "ret_signed_p1w": 0.07946653019347472, "alpha_spy_p1w": 0.10280281547926384, "alpha_c_p1w": 0.08237814395082044, "bench_spy_p1w": -0.023336285285789127, "bench_c_p1w": -0.0029116137573457213, "ret_p1m": 0.21355694904042744, "ret_signed_p1m": 0.21355694904042744, "alpha_spy_p1m": 0.21616585826466128, "alpha_c_p1m": 0.15417452605243587, "bench_spy_p1m": -0.0026089092242338463, "bench_c_p1m": 0.05938242298799157, "ret_p3m": 0.2443932569650491, "ret_signed_p3m": 0.2443932569650491, "alpha_spy_p3m": 0.2623450076220303, "alpha_c_p3m": 0.12856559051571748, "bench_spy_p3m": -0.01795175065698118, "bench_c_p3m": 0.11582766644933162, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.21355694904042744, "alpha_spy_stated": 0.21616585826466128, "alpha_c_stated": 0.15417452605243587, "price_path": [-0.4013, -0.4017, -0.3887, -0.402, -0.4133, -0.3889, -0.3525, -0.3493, -0.344, -0.33, -0.3378, -0.3385, -0.3062, -0.3554, -0.2979, -0.2954, -0.2966, -0.2512, -0.2872, -0.276, -0.2995, -0.2703, -0.2847, -0.3245, -0.3321, -0.4047, -0.387, -0.338, -0.3362, -0.3193, -0.3193, -0.3009, -0.2891, -0.292, -0.3078, -0.33, -0.2987, -0.27, -0.2538, -0.2204, -0.2359, -0.2871, -0.2979, -0.3126, -0.3333, -0.2652, -0.2139, -0.1823, -0.1833, -0.1525, -0.1525, -0.1581, -0.1294, -0.1346, -0.1559, -0.1559, -0.0672, -0.0768, 0.0157, 0.0042, -0.0329, 0.0206, 0.0229, 0.0, -0.0141, -0.0044, 0.0728, 0.0728, 0.0795, 0.1508, 0.1758, 0.1819, 0.1507, 0.2133, 0.2873, 0.2888, 0.227, 0.2948, 0.2405, 0.1221, 0.1324, 0.1673, 0.1342, 0.1039, 0.2136, 0.2243, 0.2175, 0.2175, 0.1823, 0.2449, 0.2343, 0.2663, 0.245, 0.2362, 0.2687, 0.229, 0.2196, 0.2204, 0.1229, 0.1853, 0.1743, 0.0951, 0.1514, 0.1922, 0.2383, 0.1988, 0.2603, 0.3066, 0.3654, 0.3655, 0.3139, 0.2507, 0.1958, 0.1698, 0.13, 0.0513, 0.0565, -0.0479, -0.0004, 0.0884, 0.0836, 0.0836, 0.1177, 0.1171, 0.2034, 0.2471, 0.2444, 0.2621, 0.3777, 0.3498, 0.3528, 0.3464, 0.3267, 0.3296, 0.4423, 0.4253, 0.4696, 0.552, 0.492, 0.534, 0.5301, 0.6042, 0.7055, 0.8942, 0.9722, 0.9132, 1.2096, 1.3531, 1.2681, 1.3777, 1.296, 1.144, 1.0165, 1.0674, 1.1657, 1.2548, 1.222, 1.222, 1.6506, 1.7469, 1.7324, 1.8729, 2.0637, 2.1483, 2.1941, 1.9469, 1.5563, 1.8086, 1.769, 1.6388, 1.9465, 1.9043, 2.219, 2.0201, 2.0865, 2.3551, 2.3551, 2.5841, 2.1119, 2.1119, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:1972837635493413275", "ticker_idx": 0, "ts": "2025-09-30T01:35:20+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$IREN Shrugs off JPMorgan Downgrade and rises nearly 10% today and attempts to reattach to the upper Bollinger Band. Bullish!", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish IREN: shrugs off JPMorgan downgrade, up ~10%, attempting to reattach to upper Bollinger Band.", "resolved_tickers": ["IREN"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "quote", "lang": "en", "tweet_text": "🟦 $IREN Shrugs off JPMorgan Downgrade and rises nearly 10% today and attempts to reattach to the upper Bollinger Band. Bullish! \n\nNearly 60% gains with the last (D) BLUE candle alone 💰💴\n\n250+ Daily BLUE Candle Alerts. Free Trial:\nhttps://t.co/ZQDP5HCFyq https://t.co/H7euFe7Iv4", "reply_text": null, "parent_text": null, "quoted_text": "🟦 $IREN Can't Stop. Won't Stop. CLIMBING!\n\n+578% gains since the (W) BLUE candle in May 💰💴\n\n240+ Weekly Smart Candle Alerts. Free Trial:\nhttps://t.co/ZQDP5HCFyq https://t.co/uM9KQ3FxNA", "parent_author": null, "ret_m1d": -0.02130833141907551, "ret_signed_m1d": -0.02130833141907551, "alpha_spy_m1d": -0.01755572449259568, "alpha_c_m1d": -0.02613477768111172, "bench_spy_m1d": -0.003752606926479829, "bench_c_m1d": 0.00482644626203621, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0031962822267948, "ret_signed_p1d": 0.0031962822267948, "alpha_spy_p1d": -0.00021129031264344178, "alpha_c_p1d": 0.012106683151472453, "bench_spy_p1d": 0.0034075725394382417, "bench_c_p1d": -0.008910400924677653, "ret_p1w": 0.31429788843136364, "ret_signed_p1w": 0.31429788843136364, "alpha_spy_p1w": 0.3098844967738239, "alpha_c_p1w": 0.3161542249438378, "bench_spy_p1w": 0.004413391657539734, "bench_c_p1w": -0.0018563365124741882, "ret_p1m": 0.2874493453238216, "ret_signed_p1m": 0.2874493453238216, "alpha_spy_p1m": 0.2556110316708433, "alpha_c_p1m": 0.32049183420669614, "bench_spy_p1m": 0.03183831365297829, "bench_c_p1m": -0.03304248888287453, "ret_p3m": -0.14127426006822397, "ret_signed_p3m": -0.14127426006822397, "alpha_spy_p3m": -0.18055774142916148, "alpha_c_p3m": -0.17736842597936597, "bench_spy_p3m": 0.03928348136093751, "bench_c_p3m": 0.03609416591114201, "ret_p6m": -0.11719582280491525, "ret_signed_p6m": -0.11719582280491525, "alpha_spy_p6m": -0.10875961656839328, "alpha_c_p6m": -0.04103019019583676, "bench_spy_p6m": -0.00843620623652197, "bench_c_p6m": -0.07616563260907849, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.2874493453238216, "alpha_spy_stated": 0.2556110316708433, "alpha_c_stated": 0.32049183420669614, "price_path": [-0.6416, -0.6416, -0.6388, -0.6401, -0.6386, -0.6371, -0.6542, -0.6318, -0.6403, -0.6312, -0.6154, -0.6177, -0.6133, -0.6039, -0.5954, -0.6135, -0.6224, -0.6467, -0.6635, -0.6561, -0.6567, -0.6719, -0.6488, -0.6495, -0.6096, -0.6043, -0.6069, -0.6171, -0.6201, -0.6222, -0.5934, -0.5804, -0.5588, -0.6009, -0.5789, -0.5826, -0.5434, -0.5074, -0.5101, -0.5237, -0.5091, -0.4358, -0.4358, -0.3797, -0.3989, -0.4432, -0.4428, -0.4419, -0.3567, -0.2834, -0.3, -0.2764, -0.2086, -0.2233, -0.1924, -0.2261, -0.1766, -0.1072, -0.11, 0.0045, -0.0136, -0.108, -0.0213, 0.0, 0.0032, 0.0019, 0.0752, 0.2306, 0.3143, 0.2804, 0.3605, 0.2736, 0.3667, 0.4822, 0.4485, 0.3175, 0.2938, 0.2619, 0.1761, 0.1044, 0.1903, 0.3403, 0.3848, 0.3301, 0.2874, 0.2406, 0.2945, 0.4436, 0.4198, 0.6282, 0.4268, 0.3292, 0.2821, 0.2227, 0.1869, 0.0367, -0.0119, 0.0102, 0.0409, -0.0234, -0.0737, -0.0995, 0.0332, 0.0115, 0.0324, 0.0324, 0.0188, 0.0332, -0.1238, -0.0633, -0.0102, -0.0473, -0.0126, -0.0019, -0.0641, -0.0637, -0.1449, -0.244, -0.2203, -0.2802, -0.2372, -0.1494, -0.1042, -0.1036, -0.1055, -0.1055, -0.1413, -0.1602, -0.1839, -0.1952, -0.1952, -0.0901, 0.0279, -0.0217, -0.0704, -0.0266, -0.0192, 0.0724, 0.1291, 0.1268, 0.1057, 0.232, 0.232, 0.1562, 0.1396, 0.1136, 0.2078, 0.1157, 0.2783, 0.3411, 0.2751, 0.1451, 0.131, 0.159, -0.0424, -0.1521, -0.1087, -0.0166, -0.0852, -0.0908, -0.147, -0.1004, -0.1004, -0.127, -0.1033, -0.0776, -0.1481, -0.0974, -0.0315, -0.0618, -0.0573, -0.1274, -0.118, -0.1722, -0.0658, -0.145, -0.218, -0.1724, -0.1877, -0.1055, -0.1185, -0.114, -0.0424, -0.0846, -0.1006, -0.1123, -0.1202, -0.1016, -0.1238, -0.1172]}
{"unit_id": "quote:2026284727737405848", "ticker_idx": 0, "ts": "2026-02-24T13:15:00+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Micron is the Bargain of the Century.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish on chips as structural shift from software dominance; MU highlighted as century's biggest bargain, with TSM, EWY, NVDA as beneficiaries.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "Old:\nChips are commodities\nSoftware is eating the world\n\nNew Reality:\nSoftware is a commodity\nChips are eating the world\n\nStructural Shift: $MU $TSM $EWY $NVDA https://t.co/pkl6LGrZED", "reply_text": null, "parent_text": null, "quoted_text": "$MU: $75B Market Cap, $8.1B revenue last qtr\n$AMD: $138B Market Cap, $7.8B revenue last qtr\n$PLTR: $213B Market Cap, $0.8B revenue last qtr\n\nYou can't undo what you've seen.\nMicron is the Bargain of the Century.", "parent_author": null, "ret_m1d": 0.007081203073417308, "ret_signed_m1d": 0.007081203073417308, "alpha_spy_m1d": 0.014297228838791032, "alpha_c_m1d": 0.022063545673927654, "bench_spy_m1d": -0.007216025765373724, "bench_c_m1d": -0.014982342600510345, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.026291229659060944, "ret_signed_p1d": 0.026291229659060944, "alpha_spy_p1d": 0.01785292335852251, "alpha_c_p1d": 0.009591163004698533, "bench_spy_p1d": 0.008438306300538434, "bench_c_p1d": 0.01670006665436241, "ret_p1w": -0.09169636857635344, "ret_signed_p1w": -0.09169636857635344, "alpha_spy_p1w": -0.08148338092618956, "alpha_c_p1w": -0.024657515016824783, "bench_spy_p1w": -0.010212987650163874, "bench_c_p1w": -0.06703885355952865, "ret_p1m": -0.08593093575623012, "ret_signed_p1m": -0.08593093575623012, "alpha_spy_p1m": -0.04412371025002415, "alpha_c_p1m": -0.03788242332069569, "bench_spy_p1m": -0.04180722550620597, "bench_c_p1m": -0.04804851243553443, "ret_p3m": 0.7973624704198194, "ret_signed_p3m": 0.7973624704198194, "alpha_spy_p3m": 0.7095958185213345, "alpha_c_p3m": 0.4224221080545252, "bench_spy_p3m": 0.08776665189848498, "bench_c_p3m": 0.37494036236529427, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.08593093575623012, "alpha_spy_stated": -0.04412371025002415, "alpha_c_stated": -0.03788242332069569, "price_path": [-0.4494, -0.4345, -0.425, -0.4273, -0.44, -0.458, -0.4327, -0.4095, -0.3964, -0.3694, -0.3819, -0.4234, -0.4321, -0.444, -0.4607, -0.4056, -0.3641, -0.3386, -0.3393, -0.3145, -0.3145, -0.319, -0.2958, -0.2999, -0.3172, -0.3172, -0.2454, -0.2532, -0.1784, -0.1877, -0.2177, -0.1744, -0.1726, -0.1911, -0.2025, -0.1947, -0.1322, -0.1322, -0.1268, -0.0691, -0.0489, -0.0439, -0.0692, -0.0186, 0.0413, 0.0425, -0.0075, 0.0473, 0.0034, -0.0924, -0.084, -0.0558, -0.0826, -0.1071, -0.0183, -0.0097, -0.0152, -0.0152, -0.0436, 0.007, -0.0016, 0.0243, 0.0071, 0.0, 0.0263, -0.0059, -0.0135, -0.0128, -0.0917, -0.0412, -0.0501, -0.1141, -0.0686, -0.0356, 0.0016, -0.0303, 0.0194, 0.0569, 0.1045, 0.1046, 0.0628, 0.0117, -0.0327, -0.0538, -0.0859, -0.1496, -0.1454, -0.2298, -0.1915, -0.1196, -0.1235, -0.1235, -0.0959, -0.0963, -0.0266, 0.0088, 0.0066, 0.0209, 0.1145, 0.0919, 0.0943, 0.0891, 0.0732, 0.0755, 0.1667, 0.1529, 0.1888, 0.2554, 0.2069, 0.2408, 0.2377, 0.2977, 0.3796, 0.5322, 0.5953, 0.5476, 0.7873, 0.9035, 0.8347, 0.9233, 0.8572, 0.7343, 0.6311, 0.6723, 0.7519, 0.8239, 0.7974, 0.7974, 1.1441, 1.222, 1.2103, 1.3239, 1.4783, 1.5467, 1.5837, 1.3837, 1.0678, 1.2719, 1.2399, 1.1345, 1.3834, 1.3493, 1.6039, 1.443, 1.4967, 1.714, 1.714, 1.8992, 1.5172, 1.5172, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2026284727737405848", "ticker_idx": 1, "ts": "2026-02-24T13:15:00+00:00", "symbol": "TSM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Structural Shift: $MU $TSM $EWY $NVDA", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish on chips as structural shift from software dominance; MU highlighted as century's biggest bargain, with TSM, EWY, NVDA as beneficiaries.", "resolved_tickers": ["TSM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "Old:\nChips are commodities\nSoftware is eating the world\n\nNew Reality:\nSoftware is a commodity\nChips are eating the world\n\nStructural Shift: $MU $TSM $EWY $NVDA https://t.co/pkl6LGrZED", "reply_text": null, "parent_text": null, "quoted_text": "$MU: $75B Market Cap, $8.1B revenue last qtr\n$AMD: $138B Market Cap, $7.8B revenue last qtr\n$PLTR: $213B Market Cap, $0.8B revenue last qtr\n\nYou can't undo what you've seen.\nMicron is the Bargain of the Century.", "parent_author": null, "ret_m1d": -0.04072590299912793, "ret_signed_m1d": -0.04072590299912793, "alpha_spy_m1d": -0.033509877233754204, "alpha_c_m1d": -0.025743560398617582, "bench_spy_m1d": -0.007216025765373724, "bench_c_m1d": -0.014982342600510345, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.005132844263062264, "ret_signed_p1d": 0.005132844263062264, "alpha_spy_p1d": -0.00330546203747617, "alpha_c_p1d": -0.011567222391300147, "bench_spy_p1d": 0.008438306300538434, "bench_c_p1d": 0.01670006665436241, "ret_p1w": -0.08456250985563829, "ret_signed_p1w": -0.08456250985563829, "alpha_spy_p1w": -0.07434952220547442, "alpha_c_p1w": -0.017523656296109635, "bench_spy_p1w": -0.010212987650163874, "bench_c_p1w": -0.06703885355952865, "ret_p1m": -0.09596916619570328, "ret_signed_p1m": -0.09596916619570328, "alpha_spy_p1m": -0.05416194068949731, "alpha_c_p1m": -0.04792065376016885, "bench_spy_p1m": -0.04180722550620597, "bench_c_p1m": -0.04804851243553443, "ret_p3m": 0.05161336649996673, "ret_signed_p3m": 0.05161336649996673, "alpha_spy_p3m": -0.03615328539851825, "alpha_c_p3m": -0.32332699586532754, "bench_spy_p3m": 0.08776665189848498, "bench_c_p3m": 0.37494036236529427, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.09596916619570328, "alpha_spy_stated": -0.05416194068949731, "alpha_c_stated": -0.04792065376016885, "price_path": [-0.2503, -0.2463, -0.2562, -0.2448, -0.2362, -0.2427, -0.238, -0.2196, -0.2156, -0.1982, -0.2097, -0.2429, -0.2541, -0.2563, -0.282, -0.262, -0.2509, -0.2397, -0.2302, -0.2254, -0.2254, -0.2149, -0.2199, -0.2234, -0.2122, -0.2122, -0.1715, -0.1646, -0.1512, -0.1739, -0.1756, -0.161, -0.1399, -0.1414, -0.152, -0.1143, -0.1124, -0.1124, -0.1519, -0.1546, -0.1513, -0.1319, -0.1375, -0.1229, -0.1126, -0.1198, -0.1431, -0.1151, -0.1296, -0.1556, -0.1426, -0.0957, -0.0787, -0.0618, -0.0302, -0.0458, -0.0503, -0.0503, -0.0559, -0.0609, -0.0657, -0.0394, -0.0407, 0.0, 0.0051, -0.0232, -0.029, -0.0431, -0.0846, -0.0734, -0.0827, -0.1215, -0.096, -0.1002, -0.0809, -0.1271, -0.123, -0.118, -0.1006, -0.1172, -0.1193, -0.1441, -0.1201, -0.1077, -0.096, -0.1522, -0.1506, -0.1772, -0.1214, -0.1122, -0.1186, -0.1186, -0.1115, -0.1023, -0.0488, -0.0499, -0.0366, -0.0392, -0.0124, -0.0249, -0.0554, -0.0368, -0.0479, -0.0431, 0.0072, -0.0052, 0.0463, 0.0528, 0.0199, 0.0238, 0.0296, 0.0338, 0.044, 0.0253, 0.0906, 0.0766, 0.0702, 0.0517, 0.0328, 0.0393, 0.0859, 0.0512, 0.0293, 0.0207, 0.0441, 0.0585, 0.0516, 0.0516, 0.0719, 0.099, 0.1045, 0.0878, 0.1325, 0.1612, 0.1352, 0.1566, 0.0793, 0.1095, 0.1124, 0.0626, 0.0972, 0.1047, 0.1502, 0.1096, 0.1261, 0.2042, 0.2042, 0.2186, 0.1371, 0.1371, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2026284727737405848", "ticker_idx": 3, "ts": "2026-02-24T13:15:00+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Structural Shift: $MU $TSM $EWY $NVDA", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish on chips as structural shift from software dominance; MU highlighted as century's biggest bargain, with TSM, EWY, NVDA as beneficiaries.", "resolved_tickers": ["NVDA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "Old:\nChips are commodities\nSoftware is eating the world\n\nNew Reality:\nSoftware is a commodity\nChips are eating the world\n\nStructural Shift: $MU $TSM $EWY $NVDA https://t.co/pkl6LGrZED", "reply_text": null, "parent_text": null, "quoted_text": "$MU: $75B Market Cap, $8.1B revenue last qtr\n$AMD: $138B Market Cap, $7.8B revenue last qtr\n$PLTR: $213B Market Cap, $0.8B revenue last qtr\n\nYou can't undo what you've seen.\nMicron is the Bargain of the Century.", "parent_author": null, "ret_m1d": -0.006741068167857578, "ret_signed_m1d": -0.006741068167857578, "alpha_spy_m1d": 0.00047495759751614575, "alpha_c_m1d": 0.008241274432652768, "bench_spy_m1d": -0.007216025765373724, "bench_c_m1d": -0.014982342600510345, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.014052276035389388, "ret_signed_p1d": 0.014052276035389388, "alpha_spy_p1d": 0.005613969734850954, "alpha_c_p1d": -0.0026477906189730227, "bench_spy_p1d": 0.008438306300538434, "bench_c_p1d": 0.01670006665436241, "ret_p1w": -0.06637291176531634, "ret_signed_p1w": -0.06637291176531634, "alpha_spy_p1w": -0.05615992411515247, "alpha_c_p1w": 0.0006659417942123103, "bench_spy_p1w": -0.010212987650163874, "bench_c_p1w": -0.06703885355952865, "ret_p1m": -0.07342673685054413, "ret_signed_p1m": -0.07342673685054413, "alpha_spy_p1m": -0.03161951134433816, "alpha_c_p1m": -0.025378224415009698, "bench_spy_p1m": -0.04180722550620597, "bench_c_p1m": -0.04804851243553443, "ret_p3m": 0.11662767239616012, "ret_signed_p3m": 0.11662767239616012, "alpha_spy_p3m": 0.02886102049767514, "alpha_c_p3m": -0.25831268996913415, "bench_spy_p3m": 0.08776665189848498, "bench_c_p3m": 0.37494036236529427, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.07342673685054413, "alpha_spy_stated": -0.03161951134433816, "alpha_c_stated": -0.025378224415009698, "price_path": [-0.0653, -0.0822, -0.0671, -0.0591, -0.0688, -0.0491, -0.0541, -0.0379, -0.0409, -0.047, -0.0618, -0.0925, -0.0859, -0.0785, -0.1136, -0.097, -0.0615, -0.0475, -0.0189, -0.022, -0.022, -0.012, -0.024, -0.0275, -0.0329, -0.0329, -0.0207, -0.0245, -0.0291, -0.0194, -0.0405, -0.0414, -0.041, -0.0365, -0.0504, -0.0301, -0.0343, -0.0343, -0.0766, -0.0494, -0.0415, -0.0269, -0.0331, -0.0225, -0.0069, -0.0018, -0.0089, -0.0375, -0.0649, -0.0968, -0.1087, -0.0386, -0.0146, -0.0223, -0.0145, -0.0306, -0.0521, -0.0521, -0.0409, -0.0253, -0.0257, -0.0157, -0.0067, 0.0, 0.0141, -0.0413, -0.0812, -0.0538, -0.0664, -0.0509, -0.0493, -0.0779, -0.0529, -0.0419, -0.0353, -0.0503, -0.0653, -0.0499, -0.0566, -0.0645, -0.074, -0.1044, -0.0892, -0.0915, -0.0734, -0.112, -0.1313, -0.1435, -0.0956, -0.0886, -0.0801, -0.0801, -0.0788, -0.0764, -0.0558, -0.0463, -0.0218, -0.0183, 0.019, 0.0313, 0.0286, 0.0458, 0.0478, 0.0365, 0.0501, 0.0353, 0.08, 0.1233, 0.1054, 0.0851, 0.0349, 0.0291, 0.0292, 0.019, 0.0777, 0.0968, 0.116, 0.1379, 0.1449, 0.1711, 0.2225, 0.1684, 0.1529, 0.144, 0.1588, 0.1383, 0.1166, 0.1166, 0.1142, 0.1025, 0.111, 0.0949, 0.1635, 0.1555, 0.1136, 0.1352, 0.0648, 0.0832, 0.0809, 0.0405, 0.0636, 0.0653, 0.103, 0.0768, 0.0625, 0.0938, 0.0938, 0.0832, 0.0385, 0.0385, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2026178367847035034", "ticker_idx": 0, "ts": "2026-02-24T06:12:22+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The only way to survive is to hold chips stocks", "tweet_type": "prediction", "timeline": "years", "summary": "Strongly endorses holding chip stocks (NVDA, AMD, MU) into 2026 and beyond as essential.", "resolved_tickers": ["NVDA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@GVDInvestor The world is changing. The only way to survive is to hold chips stocks.", "reply_text": null, "parent_text": "@TradexWhisperer Hyper bullish on 2026 for $NVDA $AMD and $MU", "quoted_text": null, "parent_author": "GVDInvestor", "ret_m1d": -0.006741068167857578, "ret_signed_m1d": -0.006741068167857578, "alpha_spy_m1d": 0.00047495759751614575, "alpha_c_m1d": 0.008241274432652768, "bench_spy_m1d": -0.007216025765373724, "bench_c_m1d": -0.014982342600510345, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.014052276035389388, "ret_signed_p1d": 0.014052276035389388, "alpha_spy_p1d": 0.005613969734850954, "alpha_c_p1d": -0.0026477906189730227, "bench_spy_p1d": 0.008438306300538434, "bench_c_p1d": 0.01670006665436241, "ret_p1w": -0.06637291176531634, "ret_signed_p1w": -0.06637291176531634, "alpha_spy_p1w": -0.05615992411515247, "alpha_c_p1w": 0.0006659417942123103, "bench_spy_p1w": -0.010212987650163874, "bench_c_p1w": -0.06703885355952865, "ret_p1m": -0.07342673685054413, "ret_signed_p1m": -0.07342673685054413, "alpha_spy_p1m": -0.03161951134433816, "alpha_c_p1m": -0.025378224415009698, "bench_spy_p1m": -0.04180722550620597, "bench_c_p1m": -0.04804851243553443, "ret_p3m": 0.11662767239616012, "ret_signed_p3m": 0.11662767239616012, "alpha_spy_p3m": 0.02886102049767514, "alpha_c_p3m": -0.25831268996913415, "bench_spy_p3m": 0.08776665189848498, "bench_c_p3m": 0.37494036236529427, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.0653, -0.0822, -0.0671, -0.0591, -0.0688, -0.0491, -0.0541, -0.0379, -0.0409, -0.047, -0.0618, -0.0925, -0.0859, -0.0785, -0.1136, -0.097, -0.0615, -0.0475, -0.0189, -0.022, -0.022, -0.012, -0.024, -0.0275, -0.0329, -0.0329, -0.0207, -0.0245, -0.0291, -0.0194, -0.0405, -0.0414, -0.041, -0.0365, -0.0504, -0.0301, -0.0343, -0.0343, -0.0766, -0.0494, -0.0415, -0.0269, -0.0331, -0.0225, -0.0069, -0.0018, -0.0089, -0.0375, -0.0649, -0.0968, -0.1087, -0.0386, -0.0146, -0.0223, -0.0145, -0.0306, -0.0521, -0.0521, -0.0409, -0.0253, -0.0257, -0.0157, -0.0067, 0.0, 0.0141, -0.0413, -0.0812, -0.0538, -0.0664, -0.0509, -0.0493, -0.0779, -0.0529, -0.0419, -0.0353, -0.0503, -0.0653, -0.0499, -0.0566, -0.0645, -0.074, -0.1044, -0.0892, -0.0915, -0.0734, -0.112, -0.1313, -0.1435, -0.0956, -0.0886, -0.0801, -0.0801, -0.0788, -0.0764, -0.0558, -0.0463, -0.0218, -0.0183, 0.019, 0.0313, 0.0286, 0.0458, 0.0478, 0.0365, 0.0501, 0.0353, 0.08, 0.1233, 0.1054, 0.0851, 0.0349, 0.0291, 0.0292, 0.019, 0.0777, 0.0968, 0.116, 0.1379, 0.1449, 0.1711, 0.2225, 0.1684, 0.1529, 0.144, 0.1588, 0.1383, 0.1166, 0.1166, 0.1142, 0.1025, 0.111, 0.0949, 0.1635, 0.1555, 0.1136, 0.1352, 0.0648, 0.0832, 0.0809, 0.0405, 0.0636, 0.0653, 0.103, 0.0768, 0.0625, 0.0938, 0.0938, 0.0832, 0.0385, 0.0385, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2026178367847035034", "ticker_idx": 1, "ts": "2026-02-24T06:12:22+00:00", "symbol": "AMD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The only way to survive is to hold chips stocks", "tweet_type": "prediction", "timeline": "years", "summary": "Strongly endorses holding chip stocks (NVDA, AMD, MU) into 2026 and beyond as essential.", "resolved_tickers": ["AMD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@GVDInvestor The world is changing. The only way to survive is to hold chips stocks.", "reply_text": null, "parent_text": "@TradexWhisperer Hyper bullish on 2026 for $NVDA $AMD and $MU", "quoted_text": null, "parent_author": "GVDInvestor", "ret_m1d": -0.08062098077823532, "ret_signed_m1d": -0.08062098077823532, "alpha_spy_m1d": -0.0734049550128616, "alpha_c_m1d": -0.06563863817772497, "bench_spy_m1d": -0.007216025765373724, "bench_c_m1d": -0.014982342600510345, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.013935633083487109, "ret_signed_p1d": -0.013935633083487109, "alpha_spy_p1d": -0.022373939384025543, "alpha_c_p1d": -0.03063569973784952, "bench_spy_p1d": 0.008438306300538434, "bench_c_p1d": 0.01670006665436241, "ret_p1w": -0.10704264768822636, "ret_signed_p1w": -0.10704264768822636, "alpha_spy_p1w": -0.09682966003806248, "alpha_c_p1w": -0.0400037941286977, "bench_spy_p1w": -0.010212987650163874, "bench_c_p1w": -0.06703885355952865, "ret_p1m": 0.030069248244889657, "ret_signed_p1m": 0.030069248244889657, "alpha_spy_p1m": 0.07187647375109563, "alpha_c_p1m": 0.07811776068042409, "bench_spy_p1m": -0.04180722550620597, "bench_c_p1m": -0.04804851243553443, "ret_p3m": 1.1862608388138387, "ret_signed_p3m": 1.1862608388138387, "alpha_spy_p3m": 1.0984941869153537, "alpha_c_p3m": 0.8113204764485444, "bench_spy_p3m": 0.08776665189848498, "bench_c_p3m": 0.37494036236529427, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [0.0019, 0.0173, 0.0277, 0.0065, 0.0176, 0.01, 0.0193, 0.034, 0.0364, 0.0354, 0.0355, -0.0143, -0.0293, -0.0218, -0.0736, -0.0598, -0.0019, 0.0052, 0.005, 0.0056, 0.0056, 0.0054, 0.0083, 0.007, 0.0015, 0.0015, 0.045, 0.0339, 0.0024, -0.0179, -0.0428, -0.0499, -0.0288, 0.0333, 0.0456, 0.0658, 0.0841, 0.0841, 0.0845, 0.1682, 0.1865, 0.2144, 0.1752, 0.1786, 0.1819, 0.1793, 0.107, 0.1517, 0.1322, -0.0638, -0.0998, -0.0253, 0.0101, -0.0013, -0.0012, -0.0369, -0.0305, -0.0305, -0.0503, -0.0642, -0.049, -0.064, -0.0806, 0.0, -0.0139, -0.0475, -0.0637, -0.0712, -0.107, -0.055, -0.0673, -0.1001, -0.0522, -0.0496, -0.0421, -0.0753, -0.0956, -0.0807, -0.082, -0.0672, -0.0401, -0.0585, -0.0522, -0.0396, 0.0301, -0.0471, -0.0554, -0.0832, -0.0487, -0.017, 0.0171, 0.0171, 0.0296, 0.036, 0.0841, 0.1066, 0.1459, 0.1543, 0.1928, 0.2071, 0.3013, 0.3019, 0.2858, 0.3304, 0.4191, 0.4278, 0.6265, 0.5649, 0.5115, 0.5765, 0.6577, 0.686, 0.5972, 0.6613, 0.9706, 0.9101, 1.1286, 1.1455, 1.0964, 1.0833, 1.103, 0.9833, 0.9687, 0.9363, 1.0931, 1.1025, 1.1863, 1.1863, 1.3564, 1.3173, 1.4228, 1.4135, 1.3856, 1.4389, 1.537, 1.4467, 1.181, 1.293, 1.2237, 1.1156, 1.2842, 1.3923, 1.5592, 1.3723, 1.3966, 1.513, 1.513, 1.5796, 1.431, 1.431, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2026178367847035034", "ticker_idx": 2, "ts": "2026-02-24T06:12:22+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The only way to survive is to hold chips stocks", "tweet_type": "prediction", "timeline": "years", "summary": "Strongly endorses holding chip stocks (NVDA, AMD, MU) into 2026 and beyond as essential.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@GVDInvestor The world is changing. The only way to survive is to hold chips stocks.", "reply_text": null, "parent_text": "@TradexWhisperer Hyper bullish on 2026 for $NVDA $AMD and $MU", "quoted_text": null, "parent_author": "GVDInvestor", "ret_m1d": 0.007081203073417308, "ret_signed_m1d": 0.007081203073417308, "alpha_spy_m1d": 0.014297228838791032, "alpha_c_m1d": 0.022063545673927654, "bench_spy_m1d": -0.007216025765373724, "bench_c_m1d": -0.014982342600510345, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.026291229659060944, "ret_signed_p1d": 0.026291229659060944, "alpha_spy_p1d": 0.01785292335852251, "alpha_c_p1d": 0.009591163004698533, "bench_spy_p1d": 0.008438306300538434, "bench_c_p1d": 0.01670006665436241, "ret_p1w": -0.09169636857635344, "ret_signed_p1w": -0.09169636857635344, "alpha_spy_p1w": -0.08148338092618956, "alpha_c_p1w": -0.024657515016824783, "bench_spy_p1w": -0.010212987650163874, "bench_c_p1w": -0.06703885355952865, "ret_p1m": -0.08593093575623012, "ret_signed_p1m": -0.08593093575623012, "alpha_spy_p1m": -0.04412371025002415, "alpha_c_p1m": -0.03788242332069569, "bench_spy_p1m": -0.04180722550620597, "bench_c_p1m": -0.04804851243553443, "ret_p3m": 0.7973624704198194, "ret_signed_p3m": 0.7973624704198194, "alpha_spy_p3m": 0.7095958185213345, "alpha_c_p3m": 0.4224221080545252, "bench_spy_p3m": 0.08776665189848498, "bench_c_p3m": 0.37494036236529427, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.4494, -0.4345, -0.425, -0.4273, -0.44, -0.458, -0.4327, -0.4095, -0.3964, -0.3694, -0.3819, -0.4234, -0.4321, -0.444, -0.4607, -0.4056, -0.3641, -0.3386, -0.3393, -0.3145, -0.3145, -0.319, -0.2958, -0.2999, -0.3172, -0.3172, -0.2454, -0.2532, -0.1784, -0.1877, -0.2177, -0.1744, -0.1726, -0.1911, -0.2025, -0.1947, -0.1322, -0.1322, -0.1268, -0.0691, -0.0489, -0.0439, -0.0692, -0.0186, 0.0413, 0.0425, -0.0075, 0.0473, 0.0034, -0.0924, -0.084, -0.0558, -0.0826, -0.1071, -0.0183, -0.0097, -0.0152, -0.0152, -0.0436, 0.007, -0.0016, 0.0243, 0.0071, 0.0, 0.0263, -0.0059, -0.0135, -0.0128, -0.0917, -0.0412, -0.0501, -0.1141, -0.0686, -0.0356, 0.0016, -0.0303, 0.0194, 0.0569, 0.1045, 0.1046, 0.0628, 0.0117, -0.0327, -0.0538, -0.0859, -0.1496, -0.1454, -0.2298, -0.1915, -0.1196, -0.1235, -0.1235, -0.0959, -0.0963, -0.0266, 0.0088, 0.0066, 0.0209, 0.1145, 0.0919, 0.0943, 0.0891, 0.0732, 0.0755, 0.1667, 0.1529, 0.1888, 0.2554, 0.2069, 0.2408, 0.2377, 0.2977, 0.3796, 0.5322, 0.5953, 0.5476, 0.7873, 0.9035, 0.8347, 0.9233, 0.8572, 0.7343, 0.6311, 0.6723, 0.7519, 0.8239, 0.7974, 0.7974, 1.1441, 1.222, 1.2103, 1.3239, 1.4783, 1.5467, 1.5837, 1.3837, 1.0678, 1.2719, 1.2399, 1.1345, 1.3834, 1.3493, 1.6039, 1.443, 1.4967, 1.714, 1.714, 1.8992, 1.5172, 1.5172, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2022712056978481636", "ticker_idx": 0, "ts": "2026-02-14T16:38:29+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I am bullish for the next 3-5 years", "tweet_type": "prediction", "timeline": "years", "summary": "Bullish MU for 3-5 years; disputes HBM weakness claim and sees NAND/DRAM margins competing with HBM on same wafers.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "Micron HBM isn't the weakest. It's actually strongest from power efficiency standpoint. I am no oracle but I am bullish for the next 3-5 years. \n\nHave you been reading my posts? Some NAND/DRAM segments are surpassing HBM margins. These products compete with each other for the same silicon wafers. It's a zero sum game. So will the margins.", "reply_text": null, "parent_text": "@TradexWhisperer Do you think this rally will continue after 2027 end too? What's the future looking like for DRAM and HBM? MU is very strong in DRAM but the weakest of the three in HBM so if HBM becomes the defacto money making machine will MU still thrive and go toe to toe with Samsung and SK?", "quoted_text": null, "parent_author": "tharun_1234", "ret_m1d": 0.029716392161894145, "ret_signed_m1d": 0.029716392161894145, "alpha_spy_m1d": 0.031327276047151575, "alpha_c_m1d": 0.029201088365555794, "bench_spy_m1d": -0.0016108838852574303, "bench_c_m1d": 0.0005153037963383511, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05295418149160458, "ret_signed_p1d": 0.05295418149160458, "alpha_spy_p1d": 0.047916473941027826, "alpha_c_p1d": 0.04058644105194653, "bench_spy_p1d": 0.005037707550576753, "bench_c_p1d": 0.012367740439658048, "ret_p1w": 0.045600095918206796, "ret_signed_p1w": 0.045600095918206796, "alpha_spy_p1w": 0.039010091880888, "alpha_c_p1w": 0.017011856077951748, "bench_spy_p1w": 0.006590004037318797, "bench_c_p1w": 0.028588239840255047, "ret_p1m": 0.1549602924588891, "ret_signed_p1m": 0.1549602924588891, "alpha_spy_p1m": 0.18632881231745624, "alpha_c_p1m": 0.1889226394104414, "bench_spy_p1m": -0.031368519858567145, "bench_c_p1m": -0.033962346951552314, "ret_p3m": 0.8134083878028087, "ret_signed_p3m": 0.8134083878028087, "alpha_spy_p3m": 0.7279742124972712, "alpha_c_p3m": 0.4481903231583555, "bench_spy_p3m": 0.08543417530553743, "bench_c_p3m": 0.36521806464445317, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.4965, -0.4815, -0.4401, -0.4386, -0.4243, -0.4243, -0.4087, -0.3988, -0.4012, -0.4145, -0.4333, -0.4069, -0.3826, -0.3689, -0.3406, -0.3538, -0.3971, -0.4062, -0.4186, -0.4361, -0.3785, -0.3351, -0.3084, -0.3092, -0.2832, -0.2832, -0.2879, -0.2637, -0.268, -0.2861, -0.2861, -0.211, -0.2192, -0.141, -0.1507, -0.182, -0.1368, -0.1348, -0.1542, -0.1662, -0.158, -0.0926, -0.0926, -0.087, -0.0267, -0.0055, -0.0003, -0.0267, 0.0262, 0.0888, 0.0901, 0.0378, 0.0951, 0.0492, -0.051, -0.0422, -0.0127, -0.0407, -0.0664, 0.0264, 0.0355, 0.0297, 0.0297, 0.0, 0.053, 0.0439, 0.071, 0.053, 0.0456, 0.0731, 0.0395, 0.0315, 0.0322, -0.0503, 0.0025, -0.0068, -0.0737, -0.0262, 0.0083, 0.0473, 0.0139, 0.0659, 0.1051, 0.1549, 0.155, 0.1113, 0.0578, 0.0114, -0.0106, -0.0442, -0.1109, -0.1065, -0.1947, -0.1546, -0.0795, -0.0835, -0.0835, -0.0547, -0.0551, 0.0178, 0.0548, 0.0525, 0.0674, 0.1653, 0.1417, 0.1442, 0.1388, 0.1221, 0.1245, 0.2199, 0.2055, 0.243, 0.3127, 0.2619, 0.2974, 0.2942, 0.3568, 0.4425, 0.6021, 0.6681, 0.6181, 0.8688, 0.9903, 0.9183, 1.011, 0.9419, 0.8134, 0.7055, 0.7485, 0.8318, 0.9071, 0.8793, 0.8793, 1.2419, 1.3233, 1.311, 1.4299, 1.5913, 1.6628, 1.7015, 1.4924, 1.1621, 1.3755, 1.342, 1.2319, 1.4921, 1.4564, 1.7226, 1.5544, 1.6105, 1.8377, 1.8377, 2.0314, 1.632, 1.632, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2003832324895789365", "ticker_idx": 0, "ts": "2025-12-24T14:17:10+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU Micron price target raised to $500 from $300 at Rosenblatt after the company posted a blowout fiscal Q1", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Shares Rosenblatt's bullish PT raise on MU to $500 from $300 following blowout Q1; implied long.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "🔥 $MU Micron price target raised to $500 from $300 at Rosenblatt after the company posted a blowout fiscal Q1\n\nParadigm Shift https://t.co/6N2BDiC9aV", "reply_text": null, "parent_text": null, "quoted_text": "Here's the P/E and P/S Ratio of $MU that enables AI GPUs with super fast High Bandwith Memory Cubes. Their HBM sales grew 50% sequentially and DRAM/NAND prices have bottomed. Micron intends to take at least 27% of the whole HBM market.\n\nForward P/E ratio: 10.41\nForward P/S ratio https://t.co/TSLBx04ENf", "parent_author": null, "ret_m1d": -0.03631216617855615, "ret_signed_m1d": -0.03631216617855615, "alpha_spy_m1d": -0.0328068224402297, "alpha_c_m1d": -0.03353870947321591, "bench_spy_m1d": -0.0035053437383264496, "bench_c_m1d": -0.002773456705340238, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0, "ret_signed_p1d": 0.0, "alpha_spy_p1d": 0.0, "alpha_c_p1d": 0.0, "bench_spy_p1d": 0.0, "bench_c_p1d": 0.0, "ret_p1w": -0.004027724552435719, "ret_signed_p1w": -0.004027724552435719, "alpha_spy_p1w": 0.008226402558758394, "alpha_c_p1w": 0.0070660184685655825, "bench_spy_p1w": -0.012254127111194113, "bench_c_p1w": -0.011093743021001301, "ret_p1m": 0.38740275210620534, "ret_signed_p1m": 0.38740275210620534, "alpha_spy_p1m": 0.3894305899037118, "alpha_c_p1m": 0.281271021125137, "bench_spy_p1m": -0.002027837797506482, "bench_c_p1m": 0.10613173098106832, "ret_p3m": 0.41102755930972235, "ret_signed_p3m": 0.41102755930972235, "alpha_spy_p3m": 0.45913173627696546, "alpha_c_p3m": 0.33636470701196264, "bench_spy_p3m": -0.04810417696724312, "bench_c_p3m": 0.07466285229775971, "ret_p6m": 2.9588557362926586, "ret_signed_p6m": 2.9588557362926586, "alpha_spy_p6m": 2.8714714452986456, "alpha_c_p6m": 2.1468449156550102, "bench_spy_p6m": 0.08738429099401301, "bench_c_p6m": 0.8120108206376486, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.38740275210620534, "alpha_spy_stated": 0.3894305899037118, "alpha_c_stated": 0.281271021125137, "price_path": [-0.4518, -0.4286, -0.4167, -0.365, -0.3594, -0.3448, -0.3339, -0.3523, -0.3144, -0.3291, -0.3665, -0.3276, -0.3475, -0.3305, -0.2935, -0.2941, -0.2787, -0.2944, -0.3077, -0.279, -0.236, -0.2322, -0.2259, -0.2095, -0.2186, -0.2194, -0.1813, -0.2395, -0.1716, -0.1687, -0.1701, -0.1164, -0.159, -0.1457, -0.1735, -0.139, -0.156, -0.2029, -0.2119, -0.2976, -0.2766, -0.2189, -0.2168, -0.1968, -0.1968, -0.1751, -0.1612, -0.1646, -0.1832, -0.2094, -0.1725, -0.1387, -0.1195, -0.0801, -0.0984, -0.1589, -0.1716, -0.189, -0.2133, -0.133, -0.0724, -0.0352, -0.0363, 0.0, 0.0, -0.0066, 0.0272, 0.0212, -0.004, -0.004, 0.1007, 0.0893, 0.1984, 0.1849, 0.1412, 0.2042, 0.207, 0.1799, 0.1633, 0.1747, 0.2659, 0.2659, 0.2737, 0.3578, 0.3874, 0.3946, 0.3578, 0.4316, 0.519, 0.5207, 0.4478, 0.5278, 0.4637, 0.324, 0.3361, 0.3773, 0.3383, 0.3025, 0.4319, 0.4446, 0.4365, 0.4365, 0.3951, 0.469, 0.4564, 0.4942, 0.469, 0.4587, 0.497, 0.4501, 0.439, 0.4401, 0.3249, 0.3985, 0.3856, 0.2922, 0.3586, 0.4067, 0.4611, 0.4145, 0.487, 0.5417, 0.6111, 0.6113, 0.5503, 0.4758, 0.411, 0.3802, 0.3333, 0.2404, 0.2466, 0.1234, 0.1794, 0.2842, 0.2786, 0.2786, 0.3188, 0.3182, 0.4199, 0.4715, 0.4683, 0.4892, 0.6257, 0.5927, 0.5962, 0.5887, 0.5655, 0.5688, 0.7018, 0.6817, 0.7341, 0.8313, 0.7605, 0.81, 0.8054, 0.8929, 1.0124, 1.235, 1.3271, 1.2574, 1.6072, 1.7766, 1.6762, 1.8055, 1.7091, 1.5298, 1.3793, 1.4394, 1.5554, 1.6606, 1.6218, 1.6218, 2.1276, 2.2412, 2.2241, 2.3898, 2.615, 2.7149, 2.7689, 2.4771, 2.0163, 2.314, 2.2673, 2.1136, 2.4767, 2.4269, 2.7983, 2.5636, 2.6419, 2.9589]}
{"unit_id": "quote:1982184733678174237", "ticker_idx": 0, "ts": "2025-10-25T20:37:22+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU DRAM + HBM = Super Cycle\n\nBeen saying it all along", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish MU on DRAM + HBM supercycle thesis.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU DRAM + HBM = Super Cycle\n\nBeen saying it all along https://t.co/qgDChH4Bwd", "reply_text": null, "parent_text": null, "quoted_text": "So what's up with Micron Technology $MU? Why did so many analysts lower the price targets but still rated it as Bullish? A bit contradicting isn't it? Well, here's the answer.\n\nThe DRAM spot prices have been mostly flat. The 'recovery' didn't come as soon as they initially https://t.co/GgCJ7xL1t0", "parent_author": null, "ret_m1d": -0.004906888731696091, "ret_signed_m1d": -0.004906888731696091, "alpha_spy_m1d": 0.006753213783660783, "alpha_c_m1d": 0.0195415515036923, "bench_spy_m1d": -0.011660102515356874, "bench_c_m1d": -0.02444844023538839, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.008223501735808103, "ret_signed_p1d": 0.008223501735808103, "alpha_spy_p1d": 0.005567485716728271, "alpha_c_p1d": -0.0005834921495091461, "bench_spy_p1d": 0.002656016019079832, "bench_c_p1d": 0.00880699388531725, "ret_p1w": 0.06633337022236452, "ret_signed_p1w": 0.06633337022236452, "alpha_spy_p1w": 0.06910604833682488, "alpha_c_p1w": 0.04921938551349414, "bench_spy_p1w": -0.0027726781144603585, "bench_c_p1w": 0.017113984708870378, "ret_p1m": 0.020127117982570164, "ret_signed_p1m": 0.020127117982570164, "alpha_spy_p1m": 0.035041545123184914, "alpha_c_p1m": 0.07549741791976994, "bench_spy_p1m": -0.01491442714061475, "bench_c_p1m": -0.055370299937199774, "ret_p3m": 0.80709025682051, "ret_signed_p3m": 0.80709025682051, "alpha_spy_p3m": 0.7986612183586608, "alpha_c_p3m": 0.6844769868634224, "bench_spy_p3m": 0.00842903846184928, "bench_c_p3m": 0.12261326995708766, "ret_p6m": 1.0433910756529272, "ret_signed_p6m": 1.0433910756529272, "alpha_spy_p6m": 1.0100464622894323, "alpha_c_p6m": 0.7484368116023223, "bench_spy_p6m": 0.033344613363494924, "bench_c_p6m": 0.2949542640506049, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.020127117982570164, "alpha_spy_stated": 0.035041545123184914, "alpha_c_stated": 0.07549741791976994, "price_path": [-0.479, -0.5044, -0.5238, -0.5107, -0.5048, -0.5061, -0.492, -0.4602, -0.4382, -0.4199, -0.4357, -0.4311, -0.4512, -0.439, -0.4458, -0.4678, -0.4743, -0.4657, -0.4714, -0.471, -0.4654, -0.4461, -0.4596, -0.4596, -0.462, -0.4609, -0.436, -0.4035, -0.4031, -0.3859, -0.3643, -0.3163, -0.2861, -0.2836, -0.2789, -0.2736, -0.2331, -0.2611, -0.2525, -0.2444, -0.2657, -0.2879, -0.2859, -0.2558, -0.2403, -0.1729, -0.1657, -0.1466, -0.1324, -0.1563, -0.107, -0.1262, -0.1749, -0.1242, -0.1501, -0.1279, -0.0798, -0.0805, -0.0606, -0.0809, -0.0983, -0.0608, -0.0049, 0.0, 0.0082, 0.0297, 0.0178, 0.0167, 0.0663, -0.0094, 0.0791, 0.0828, 0.081, 0.1508, 0.0955, 0.1127, 0.0766, 0.1214, 0.0993, 0.0382, 0.0264, -0.0851, -0.0578, 0.0174, 0.0201, 0.0462, 0.0462, 0.0744, 0.0925, 0.0881, 0.0639, 0.0298, 0.0778, 0.1219, 0.1468, 0.1981, 0.1743, 0.0956, 0.0791, 0.0564, 0.0246, 0.1293, 0.2082, 0.2567, 0.2552, 0.3025, 0.3025, 0.2939, 0.338, 0.3301, 0.2973, 0.2973, 0.4337, 0.4188, 0.561, 0.5433, 0.4864, 0.5685, 0.5721, 0.5369, 0.5152, 0.5301, 0.6488, 0.6488, 0.659, 0.7686, 0.8071, 0.8165, 0.7685, 0.8646, 0.9784, 0.9808, 0.8857, 0.9899, 0.9064, 0.7245, 0.7403, 0.794, 0.7431, 0.6965, 0.8651, 0.8816, 0.8711, 0.8711, 0.8171, 0.9133, 0.8969, 0.9461, 0.9134, 0.8999, 0.9499, 0.8888, 0.8743, 0.8757, 0.7257, 0.8216, 0.8047, 0.6831, 0.7695, 0.8322, 0.903, 0.8424, 0.9369, 1.0081, 1.0985, 1.0987, 1.0193, 0.9222, 0.8379, 0.7978, 0.7367, 0.6156, 0.6236, 0.4633, 0.5362, 0.6727, 0.6653, 0.6653, 0.7177, 0.7169, 0.8495, 0.9167, 0.9125, 0.9396, 1.1174, 1.0745, 1.0791, 1.0693, 1.039, 1.0434]}
{"unit_id": "reply:2022697685955055697", "ticker_idx": 0, "ts": "2026-02-14T15:41:22+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The next 10-15 years will be wild. AI will require Micron to make new types of memory while analysts will be calculating bit growths and wafer outputs to valuate Micron. They won't be able to price in the future transformations for now.", "tweet_type": "prediction", "timeline": "years", "summary": "Bullish MU over 10-15 years: AI-driven demand for new memory types will outpace what analysts can price in.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@ChessWarri42621 @jtsla4 @DMT_Doctor The next 10-15 years will be wild. AI will require Micron to make new types of memory while analysts will be calculating bit growths and wafer outputs to valuate Micron. They won't be able to price in the future transformations for now.", "reply_text": null, "parent_text": "@TradexWhisperer My analogy:\n\n10 pm: the party started (April 2025)\n11 pm. now (Feb 2026)\n3 am: the party ends (2030??)\n\nWe are still early, aren't we?\n\n@jtsla4 @DMT_Doctor", "quoted_text": null, "parent_author": "ChessWarri42621", "ret_m1d": 0.029716392161894145, "ret_signed_m1d": 0.029716392161894145, "alpha_spy_m1d": 0.031327276047151575, "alpha_c_m1d": 0.029201088365555794, "bench_spy_m1d": -0.0016108838852574303, "bench_c_m1d": 0.0005153037963383511, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05295418149160458, "ret_signed_p1d": 0.05295418149160458, "alpha_spy_p1d": 0.047916473941027826, "alpha_c_p1d": 0.04058644105194653, "bench_spy_p1d": 0.005037707550576753, "bench_c_p1d": 0.012367740439658048, "ret_p1w": 0.045600095918206796, "ret_signed_p1w": 0.045600095918206796, "alpha_spy_p1w": 0.039010091880888, "alpha_c_p1w": 0.017011856077951748, "bench_spy_p1w": 0.006590004037318797, "bench_c_p1w": 0.028588239840255047, "ret_p1m": 0.1549602924588891, "ret_signed_p1m": 0.1549602924588891, "alpha_spy_p1m": 0.18632881231745624, "alpha_c_p1m": 0.1889226394104414, "bench_spy_p1m": -0.031368519858567145, "bench_c_p1m": -0.033962346951552314, "ret_p3m": 0.8134083878028087, "ret_signed_p3m": 0.8134083878028087, "alpha_spy_p3m": 0.7279742124972712, "alpha_c_p3m": 0.4481903231583555, "bench_spy_p3m": 0.08543417530553743, "bench_c_p3m": 0.36521806464445317, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.4965, -0.4815, -0.4401, -0.4386, -0.4243, -0.4243, -0.4087, -0.3988, -0.4012, -0.4145, -0.4333, -0.4069, -0.3826, -0.3689, -0.3406, -0.3538, -0.3971, -0.4062, -0.4186, -0.4361, -0.3785, -0.3351, -0.3084, -0.3092, -0.2832, -0.2832, -0.2879, -0.2637, -0.268, -0.2861, -0.2861, -0.211, -0.2192, -0.141, -0.1507, -0.182, -0.1368, -0.1348, -0.1542, -0.1662, -0.158, -0.0926, -0.0926, -0.087, -0.0267, -0.0055, -0.0003, -0.0267, 0.0262, 0.0888, 0.0901, 0.0378, 0.0951, 0.0492, -0.051, -0.0422, -0.0127, -0.0407, -0.0664, 0.0264, 0.0355, 0.0297, 0.0297, 0.0, 0.053, 0.0439, 0.071, 0.053, 0.0456, 0.0731, 0.0395, 0.0315, 0.0322, -0.0503, 0.0025, -0.0068, -0.0737, -0.0262, 0.0083, 0.0473, 0.0139, 0.0659, 0.1051, 0.1549, 0.155, 0.1113, 0.0578, 0.0114, -0.0106, -0.0442, -0.1109, -0.1065, -0.1947, -0.1546, -0.0795, -0.0835, -0.0835, -0.0547, -0.0551, 0.0178, 0.0548, 0.0525, 0.0674, 0.1653, 0.1417, 0.1442, 0.1388, 0.1221, 0.1245, 0.2199, 0.2055, 0.243, 0.3127, 0.2619, 0.2974, 0.2942, 0.3568, 0.4425, 0.6021, 0.6681, 0.6181, 0.8688, 0.9903, 0.9183, 1.011, 0.9419, 0.8134, 0.7055, 0.7485, 0.8318, 0.9071, 0.8793, 0.8793, 1.2419, 1.3233, 1.311, 1.4299, 1.5913, 1.6628, 1.7015, 1.4924, 1.1621, 1.3755, 1.342, 1.2319, 1.4921, 1.4564, 1.7226, 1.5544, 1.6105, 1.8377, 1.8377, 2.0314, 1.632, 1.632, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2022389481870102554", "ticker_idx": 0, "ts": "2026-02-13T19:16:41+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU Bargain of the Century", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Shares bullish MU thesis (low PE, HBM ramp, DRAM/NAND surge) alongside SNDK on Gen 6 SSD mass production milestone for AI data centers.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU $SNDK Micron 9650 NVMe Gen 6 SSDs Enters Mass Production, making the first PCIe Gen 6 data center drive to reach this milestone.\n\nThe drive is now being qualified by OEM and AI data center customers for deployment in AI training and inference workloads. https://t.co/mkjDp1r4j7", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": 0.005611404838065992, "ret_signed_m1d": 0.005611404838065992, "alpha_spy_m1d": 0.006315407971609011, "alpha_c_m1d": 0.009560232132092006, "bench_spy_m1d": -0.0007040031335430186, "bench_c_m1d": -0.003948827294026014, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0, "ret_signed_p1d": 0.0, "alpha_spy_p1d": 0.0, "alpha_c_p1d": 0.0, "bench_spy_p1d": 0.0, "bench_c_p1d": 0.0, "ret_p1w": 0.04010587371587615, "ret_signed_p1w": 0.04010587371587615, "alpha_spy_p1w": 0.02884065354074128, "alpha_c_p1w": 0.022176908895146674, "bench_spy_p1w": 0.011265220175134871, "bench_c_p1w": 0.017928964820729476, "ret_p1m": 0.07321569867300393, "ret_signed_p1m": 0.07321569867300393, "alpha_spy_p1m": 0.09187349176808501, "alpha_c_p1m": 0.10706242621065709, "bench_spy_p1m": -0.018657793095081088, "bench_c_p1m": -0.033846727537653165, "ret_p3m": 0.9529892993798175, "ret_signed_p3m": 0.9529892993798175, "alpha_spy_p3m": 0.861185472706073, "alpha_c_p3m": 0.5489374494369013, "bench_spy_p3m": 0.09180382667374443, "bench_c_p3m": 0.4040518499429162, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.07321569867300393, "alpha_spy_stated": 0.09187349176808501, "alpha_c_stated": 0.10706242621065709, "price_path": [-0.4452, -0.4514, -0.511, -0.4965, -0.4563, -0.4548, -0.4409, -0.4409, -0.4258, -0.4161, -0.4185, -0.4314, -0.4496, -0.424, -0.4004, -0.3871, -0.3597, -0.3724, -0.4145, -0.4233, -0.4354, -0.4524, -0.3965, -0.3543, -0.3284, -0.3292, -0.3039, -0.3039, -0.3085, -0.2849, -0.2891, -0.3067, -0.3067, -0.2338, -0.2417, -0.1657, -0.1752, -0.2056, -0.1617, -0.1598, -0.1786, -0.1902, -0.1823, -0.1188, -0.1188, -0.1133, -0.0548, -0.0342, -0.0292, -0.0548, -0.0034, 0.0574, 0.0586, 0.0078, 0.0635, 0.0189, -0.0784, -0.0699, -0.0412, -0.0684, -0.0933, -0.0032, 0.0056, 0.0, 0.0, -0.0289, 0.0226, 0.0138, 0.0401, 0.0226, 0.0154, 0.0421, 0.0095, 0.0017, 0.0025, -0.0777, -0.0265, -0.0355, -0.1005, -0.0543, -0.0208, 0.0171, -0.0153, 0.0352, 0.0732, 0.1215, 0.1216, 0.0792, 0.0273, -0.0178, -0.0392, -0.0718, -0.1365, -0.1322, -0.218, -0.179, -0.106, -0.11, -0.11, -0.082, -0.0824, -0.0116, 0.0244, 0.0221, 0.0366, 0.1317, 0.1087, 0.1112, 0.1059, 0.0898, 0.0921, 0.1847, 0.1707, 0.2071, 0.2748, 0.2255, 0.26, 0.2568, 0.3177, 0.4009, 0.5558, 0.62, 0.5714, 0.8149, 0.9328, 0.863, 0.953, 0.8859, 0.7611, 0.6563, 0.6981, 0.7789, 0.8521, 0.8251, 0.8251, 1.1772, 1.2562, 1.2443, 1.3597, 1.5165, 1.586, 1.6236, 1.4205, 1.0997, 1.3069, 1.2744, 1.1675, 1.4202, 1.3855, 1.644, 1.4807, 1.5352, 1.7558, 1.7558, 1.9439, 1.556, 1.556, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2022389481870102554", "ticker_idx": 1, "ts": "2026-02-13T19:16:41+00:00", "symbol": "SNDK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU $SNDK Micron 9650 NVMe Gen 6 SSDs Enters Mass Production", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Shares bullish MU thesis (low PE, HBM ramp, DRAM/NAND surge) alongside SNDK on Gen 6 SSD mass production milestone for AI data centers.", "resolved_tickers": ["SNDK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU $SNDK Micron 9650 NVMe Gen 6 SSDs Enters Mass Production, making the first PCIe Gen 6 data center drive to reach this milestone.\n\nThe drive is now being qualified by OEM and AI data center customers for deployment in AI training and inference workloads. https://t.co/mkjDp1r4j7", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": 0.005953109811165591, "ret_signed_m1d": 0.005953109811165591, "alpha_spy_m1d": 0.00665711294470861, "alpha_c_m1d": 0.008460900556134354, "bench_spy_m1d": -0.0007040031335430186, "bench_c_m1d": -0.002507790744968763, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0, "ret_signed_p1d": 0.0, "alpha_spy_p1d": 0.0, "alpha_c_p1d": 0.0, "bench_spy_p1d": 0.0, "bench_c_p1d": 0.0, "ret_p1w": 0.037362699878301875, "ret_signed_p1w": 0.037362699878301875, "alpha_spy_p1w": 0.026097479703167004, "alpha_c_p1w": 0.027904423670156886, "bench_spy_p1w": 0.011265220175134871, "bench_c_p1w": 0.009458276208144989, "ret_p1m": 0.12300499173985546, "ret_signed_p1m": 0.12300499173985546, "alpha_spy_p1m": 0.14166278483493655, "alpha_c_p1m": 0.12859400800876564, "bench_spy_p1m": -0.018657793095081088, "bench_c_p1m": -0.005589016268910174, "ret_p3m": 1.3098027102079879, "ret_signed_p3m": 1.3098027102079879, "alpha_spy_p3m": 1.2179988835342435, "alpha_c_p3m": 1.0410301466947705, "bench_spy_p3m": 0.09180382667374443, "bench_c_p3m": 0.26877256351321743, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.12300499173985546, "alpha_spy_stated": 0.14166278483493655, "alpha_c_stated": 0.12859400800876564, "price_path": [-0.6091, -0.6074, -0.6872, -0.6804, -0.6378, -0.6481, -0.6568, -0.6568, -0.6436, -0.6646, -0.6723, -0.6898, -0.6596, -0.6354, -0.6401, -0.6497, -0.6284, -0.6144, -0.6709, -0.6778, -0.6659, -0.6699, -0.6497, -0.6208, -0.6153, -0.6091, -0.6009, -0.6009, -0.6009, -0.6102, -0.6166, -0.6211, -0.6211, -0.5607, -0.5626, -0.442, -0.4357, -0.4661, -0.3976, -0.3787, -0.3779, -0.381, -0.3468, -0.3399, -0.3399, -0.2768, -0.1999, -0.1965, -0.2438, -0.2486, -0.2316, -0.1579, -0.1393, -0.0803, 0.0617, 0.11, -0.067, -0.0804, -0.0457, -0.0689, -0.1355, -0.0434, 0.006, 0.0, 0.0, -0.0574, -0.0418, -0.0087, 0.0374, 0.0637, 0.0191, 0.0093, 0.0404, 0.014, -0.0119, -0.0976, -0.0439, -0.0973, -0.1584, -0.0604, -0.0122, 0.0461, -0.0124, 0.056, 0.123, 0.1494, 0.2029, 0.2323, 0.1327, 0.1212, 0.1212, 0.0819, -0.0373, -0.0171, -0.0863, 0.014, 0.1056, 0.1197, 0.1197, 0.1565, 0.1344, 0.2463, 0.3591, 0.3594, 0.5202, 0.5074, 0.4232, 0.4675, 0.4699, 0.4572, 0.442, 0.5626, 0.4882, 0.5799, 0.7081, 0.5998, 0.6985, 0.75, 0.8945, 1.0044, 1.2445, 1.2504, 1.1386, 1.4935, 1.4699, 1.3174, 1.3098, 1.2068, 1.2466, 1.1275, 1.2078, 1.2225, 1.4614, 1.36, 1.36, 1.5369, 1.5376, 1.6201, 1.7052, 1.8113, 1.7393, 1.9231, 1.8085, 1.4887, 1.6207, 1.6279, 1.6226, 2.0029, 2.1603, 2.3642, 2.1785, 2.1263, 2.4869, 2.4869, 2.6289, 2.1339, 2.1339, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2002081068695105996", "ticker_idx": 0, "ts": "2025-12-19T18:18:18+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Supply is expected to remain tight for the next several years. The market is struggling to fully appreciate the profound transformation Micron is undergoing, which also justifies a re-rating of its forward P/E multiple.", "tweet_type": "analysis", "timeline": "years", "summary": "Long MU: tight supply for years, market underappreciates HBM-driven transformation warranting P/E re-rating; HBM permanently altering memory dynamics.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU Supply is expected to remain tight for the next several years.\n\nThe market is struggling to fully appreciate the profound transformation Micron is undergoing, which also justifies a re-rating of its forward P/E multiple. The company's business fundamentals have changed. HBM DRAM stacks have permanently altered the memory market dynamics. HBM is effectively 'feasting' on traditional DRAM capacity.", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": -0.06532046033241179, "ret_signed_m1d": -0.06532046033241179, "alpha_spy_m1d": -0.0563383634002701, "alpha_c_m1d": -0.040112017002598366, "bench_spy_m1d": -0.008982096932141692, "bench_c_m1d": -0.025208443329813424, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.040124775871243745, "ret_signed_p1d": 0.040124775871243745, "alpha_spy_p1d": 0.033894972020810155, "alpha_c_p1d": 0.027241953746551806, "bench_spy_p1d": 0.006229803850433591, "bench_c_p1d": 0.01288282212469194, "ret_p1w": 0.07096107949804353, "ret_signed_p1w": 0.07096107949804353, "alpha_spy_p1w": 0.05667941194453885, "alpha_c_p1w": 0.04073232806808935, "bench_spy_p1w": 0.014281667553504684, "bench_c_p1w": 0.03022875142995418, "ret_p1m": 0.364683085298084, "ret_signed_p1m": 0.364683085298084, "alpha_spy_p1m": 0.3484178878673958, "alpha_c_p1m": 0.23722088283856269, "bench_spy_p1m": 0.016265197430688216, "bench_c_p1m": 0.12746220245952133, "ret_p3m": 0.7370506671401831, "ret_signed_p3m": 0.7370506671401831, "alpha_spy_p3m": 0.7652027991305234, "alpha_c_p3m": 0.6285113825847888, "bench_spy_p3m": -0.02815213199034028, "bench_c_p3m": 0.1085392845553943, "ret_p6m": 3.094790427050347, "ret_signed_p6m": 3.094790427050347, "alpha_spy_p6m": 2.982679742458915, "alpha_c_p6m": 2.2726152054074396, "bench_spy_p6m": 0.11211068459143214, "bench_c_p6m": 0.8221752216429075, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.3746, -0.3923, -0.4106, -0.409, -0.384, -0.3712, -0.3154, -0.3094, -0.2937, -0.2819, -0.3017, -0.2609, -0.2767, -0.3171, -0.2751, -0.2966, -0.2782, -0.2384, -0.2389, -0.2224, -0.2393, -0.2536, -0.2227, -0.1764, -0.1723, -0.1655, -0.1478, -0.1576, -0.1585, -0.1174, -0.1801, -0.1069, -0.1038, -0.1053, -0.0475, -0.0933, -0.079, -0.1089, -0.0718, -0.0901, -0.1407, -0.1504, -0.2427, -0.2202, -0.1579, -0.1556, -0.1341, -0.1341, -0.1107, -0.0957, -0.0994, -0.1194, -0.1477, -0.1079, -0.0715, -0.0508, -0.0083, -0.0281, -0.0932, -0.1069, -0.1256, -0.1519, -0.0653, 0.0, 0.0401, 0.0389, 0.0781, 0.0781, 0.071, 0.1074, 0.1009, 0.0737, 0.0737, 0.1866, 0.1743, 0.292, 0.2774, 0.2303, 0.2982, 0.3012, 0.2721, 0.2541, 0.2664, 0.3647, 0.3647, 0.3731, 0.4639, 0.4957, 0.5035, 0.4638, 0.5433, 0.6375, 0.6395, 0.5608, 0.647, 0.578, 0.4273, 0.4405, 0.4848, 0.4427, 0.4042, 0.5437, 0.5574, 0.5487, 0.5487, 0.504, 0.5836, 0.5701, 0.6108, 0.5837, 0.5726, 0.6139, 0.5634, 0.5514, 0.5525, 0.4284, 0.5077, 0.4937, 0.3931, 0.4646, 0.5165, 0.5751, 0.5249, 0.6031, 0.6621, 0.7369, 0.7371, 0.6714, 0.591, 0.5212, 0.488, 0.4374, 0.3373, 0.3439, 0.2111, 0.2715, 0.3845, 0.3784, 0.3784, 0.4217, 0.4211, 0.5308, 0.5864, 0.5829, 0.6054, 0.7526, 0.7171, 0.7208, 0.7127, 0.6877, 0.6913, 0.8347, 0.813, 0.8695, 0.9742, 0.898, 0.9513, 0.9464, 1.0407, 1.1695, 1.4095, 1.5088, 1.4337, 1.8107, 1.9933, 1.8851, 2.0246, 1.9206, 1.7274, 1.5651, 1.6298, 1.7549, 1.8683, 1.8265, 1.8265, 2.3718, 2.4942, 2.4758, 2.6545, 2.8972, 3.0049, 3.0631, 2.7486, 2.2518, 2.5727, 2.5223, 2.3567, 2.7481, 2.6944, 3.0948]}
{"unit_id": "reply:2007884676716019915", "ticker_idx": 0, "ts": "2026-01-04T18:39:46+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The more cyclical valuation police accounts come out of the cave, I feel more bullish because it means there's a lot more upside. HBM is a system and has a controller inside meant to be for AI supercomputer applications. It will consume whole ton of wafer outputs and fabs won't be able catch up with it.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish MU/HBM; contrarian signal from bearish valuation crowd + HBM demand will overwhelm wafer supply for AI supercomputing.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "Thank you. It's called Cyclical Commodity but what isn't?\n\nI've stopped looking into rear view mirror. I am forward looking. Many of you are not. The more cyclical valuation police accounts come out of the cave, I feel more bullish because it means there's a lot more upside.\n\nEverybody acts like they are an expert on HBM, a product that went mainstream for AI only last year. HBM is a system and has a controller inside meant to be for AI supercomputer applications. It will consume whole ton of wafer outputs and fabs won't be able catch up with it.", "reply_text": null, "parent_text": "@TradexWhisperer The valuation gap is real, but it reflects cycle risk, not ignorance.\n\nOn the numbers:\n•Forward P/E: MU ~9× vs AMD ~37×, COST ~43×.\n•Memory cyclicality: In prior upcycles, Micron’s forward P/E has compressed to 6–10× near peak earnings because profits normalize quickly when", "quoted_text": null, "parent_author": "zack_quant", "ret_m1d": 0.01047579496404416, "ret_signed_m1d": 0.01047579496404416, "alpha_spy_m1d": 0.01709193719477453, "alpha_c_m1d": 0.021837347405923246, "bench_spy_m1d": -0.006616142230730371, "bench_c_m1d": -0.011361552441879086, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.10020817203358767, "ret_signed_p1d": 0.10020817203358767, "alpha_spy_p1d": 0.09426101373421658, "alpha_c_p1d": 0.07364497153417249, "bench_spy_p1d": 0.005947158299371091, "bench_c_p1d": 0.026563200499415185, "ret_p1w": 0.10802499081593964, "ret_signed_p1w": 0.10802499081593964, "alpha_spy_p1w": 0.09720668731564941, "alpha_c_p1w": 0.0734107069340042, "bench_spy_p1w": 0.010818303500290227, "bench_c_p1w": 0.03461428388193544, "ret_p1m": 0.34371301679656074, "ret_signed_p1m": 0.34371301679656074, "alpha_spy_p1m": 0.3410811565662011, "alpha_c_p1m": 0.2905071677731854, "bench_spy_p1m": 0.0026318602303596617, "bench_c_p1m": 0.05320584902337533, "ret_p3m": 0.17377494024981432, "ret_signed_p3m": 0.17377494024981432, "alpha_spy_p3m": 0.21754119308862419, "alpha_c_p3m": 0.1347643437584105, "bench_spy_p3m": -0.04376625283880986, "bench_c_p3m": 0.039010596491403815, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.34371301679656074, "alpha_spy_stated": 0.3410811565662011, "alpha_c_stated": 0.2905071677731854, "price_path": [-0.3706, -0.3841, -0.4185, -0.3827, -0.401, -0.3854, -0.3514, -0.3519, -0.3379, -0.3522, -0.3644, -0.3381, -0.2986, -0.2952, -0.2894, -0.2743, -0.2827, -0.2834, -0.2484, -0.3018, -0.2395, -0.2368, -0.2381, -0.1889, -0.2279, -0.2158, -0.2412, -0.2096, -0.2252, -0.2683, -0.2765, -0.3552, -0.3359, -0.2829, -0.281, -0.2626, -0.2626, -0.2427, -0.23, -0.2331, -0.2502, -0.2742, -0.2404, -0.2093, -0.1917, -0.1555, -0.1723, -0.2278, -0.2395, -0.2554, -0.2778, -0.2041, -0.1484, -0.1143, -0.1153, -0.082, -0.082, -0.088, -0.057, -0.0625, -0.0857, -0.0857, 0.0105, 0.0, 0.1002, 0.0878, 0.0476, 0.1055, 0.108, 0.0832, 0.0679, 0.0784, 0.1621, 0.1621, 0.1693, 0.2465, 0.2737, 0.2803, 0.2465, 0.3142, 0.3945, 0.3961, 0.3291, 0.4025, 0.3437, 0.2154, 0.2266, 0.2644, 0.2286, 0.1957, 0.3146, 0.3262, 0.3188, 0.3188, 0.2807, 0.3486, 0.337, 0.3717, 0.3486, 0.3391, 0.3743, 0.3313, 0.3211, 0.322, 0.2163, 0.2839, 0.272, 0.1863, 0.2472, 0.2914, 0.3413, 0.2986, 0.3651, 0.4153, 0.4791, 0.4792, 0.4233, 0.3548, 0.2954, 0.2671, 0.2241, 0.1387, 0.1444, 0.0313, 0.0828, 0.1789, 0.1738, 0.1738, 0.2107, 0.2101, 0.3035, 0.3509, 0.348, 0.3671, 0.4924, 0.4622, 0.4654, 0.4585, 0.4372, 0.4402, 0.5623, 0.5439, 0.592, 0.6812, 0.6162, 0.6616, 0.6575, 0.7377, 0.8475, 1.0518, 1.1364, 1.0724, 1.3935, 1.549, 1.4568, 1.5756, 1.4871, 1.3225, 1.1843, 1.2394, 1.346, 1.4425, 1.4069, 1.4069, 1.8712, 1.9755, 1.9598, 2.112, 2.3187, 2.4104, 2.46, 2.1921, 1.7691, 2.0424, 1.9995, 1.8584, 2.1917, 2.146, 2.4869, 2.2715, 2.3434, 2.6344, 2.6344, 2.8824, 2.3709, 2.3709, null, null, null, null]}
{"unit_id": "quote:2000432034158944577", "ticker_idx": 0, "ts": "2025-12-15T05:05:37+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$PLTR Reducing 24-month projects to 6 weeks. \"This.. it's real\"", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish PLTR: vouches for real-world impact of Palantir platform compressing 24-month projects to 6 weeks, endorsing the monopoly-on-automated-governance thesis.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "$PLTR Reducing 24-month projects to 6 weeks. \"This.. it's real\" \n\n\"We have big consulting companies coming in. We can do this in 24 months, it's going to be millions of dollars. With Palantir, we solved this in 6 weeks on the pilot just by connecting to those Legacy systems.\" https://t.co/BqRpnDKQOi", "reply_text": null, "parent_text": null, "quoted_text": "$PLTR valuation makes ZERO sense \n\nBut then why do institutions keep buying it?\nWhat do they know that you don't?\n\nI work in BIG DATA analytics and let me share the secrets of Palantir in the most basic way\n\nPalantir has monopoly on Automated Governance, serving as the ultimate https://t.co/XGLRmO7rq8", "parent_author": null, "ret_m1d": 0.0017462882631309462, "ret_signed_m1d": 0.0017462882631309462, "alpha_spy_m1d": 0.00023319385352515987, "alpha_c_m1d": 0.00023319385352515987, "bench_spy_m1d": 0.0015130944096057863, "bench_c_m1d": 0.0015130944096057863, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.024556616643929052, "ret_signed_p1d": 0.024556616643929052, "alpha_spy_p1d": 0.027288991946308405, "alpha_c_p1d": 0.027288991946308405, "bench_spy_p1d": -0.002732375302379353, "bench_c_p1d": -0.002732375302379353, "ret_p1w": 0.05855386481603864, "ret_signed_p1w": 0.05855386481603864, "alpha_spy_p1w": 0.04955828937638973, "alpha_c_p1w": 0.04955828937638973, "bench_spy_p1w": 0.008995575439648906, "bench_c_p1w": 0.008995575439648906, "ret_p1m": -0.02341060456279842, "ret_signed_p1m": -0.02341060456279842, "alpha_spy_p1m": -0.04557797556826815, "alpha_c_p1m": -0.04557797556826815, "bench_spy_p1m": 0.022167371005469727, "bench_c_p1m": 0.022167371005469727, "ret_p3m": -0.16234652114597548, "ret_signed_p3m": -0.16234652114597548, "alpha_spy_p3m": -0.14368728353148086, "alpha_c_p3m": -0.14368728353148086, "bench_spy_p3m": -0.018659237614494617, "bench_c_p3m": -0.018659237614494617, "ret_p6m": -0.27929054666183495, "ret_signed_p6m": -0.27929054666183495, "alpha_spy_p6m": -0.36819029007675086, "alpha_c_p6m": -0.36819029007675086, "bench_spy_p6m": 0.08889974341491591, "bench_c_p6m": 0.08889974341491591, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.02341060456279842, "alpha_spy_stated": -0.04557797556826815, "alpha_c_stated": -0.04557797556826815, "price_path": [-0.0814, -0.0343, -0.0047, -0.0214, -0.0038, -0.0201, -0.0225, -0.031, -0.024, -0.0045, 0.0093, 0.0207, -0.0556, -0.0203, -0.0059, 0.0017, 0.0121, -0.0426, -0.033, -0.0192, -0.0198, -0.028, -0.0278, -0.0091, -0.0095, -0.0423, -0.0151, 0.0075, 0.0324, 0.0347, 0.0849, 0.0617, 0.094, 0.1306, 0.0409, 0.0254, -0.0447, -0.029, 0.0565, 0.0421, 0.005, -0.0606, -0.0504, -0.0655, -0.0869, -0.0973, -0.1501, -0.155, -0.1146, -0.1075, -0.0954, -0.0954, -0.0808, -0.086, -0.0685, -0.0391, -0.0291, -0.0081, -0.0096, -0.0077, 0.0254, 0.0234, 0.0017, 0.0, 0.0246, -0.0325, 0.0133, 0.0553, 0.0586, 0.0594, 0.0596, 0.0596, 0.0298, 0.0051, -0.0132, -0.03, -0.03, -0.084, -0.0503, -0.0193, -0.0086, -0.0349, -0.0314, -0.021, -0.0234, -0.0265, -0.0337, -0.0671, -0.0671, -0.0803, -0.0978, -0.0947, -0.0745, -0.0861, -0.0958, -0.1413, -0.1713, -0.2001, -0.1937, -0.1384, -0.2385, -0.2905, -0.2584, -0.2201, -0.2387, -0.2596, -0.2953, -0.2829, -0.2829, -0.2741, -0.2612, -0.2639, -0.262, -0.2873, -0.2969, -0.2677, -0.2582, -0.2514, -0.2078, -0.1966, -0.164, -0.1669, -0.1424, -0.1464, -0.1752, -0.1727, -0.1623, -0.1763, -0.1666, -0.1537, -0.1663, -0.1505, -0.1777, -0.1223, -0.1554, -0.1544, -0.1948, -0.2193, -0.2494, -0.2017, -0.2006, -0.1898, -0.1898, -0.1927, -0.1811, -0.2319, -0.2879, -0.3012, -0.2777, -0.2595, -0.2243, -0.221, -0.2011, -0.2039, -0.2034, -0.1671, -0.2274, -0.2192, -0.2191, -0.2296, -0.2471, -0.2409, -0.2138, -0.2031, -0.2583, -0.2699, -0.2521, -0.248, -0.253, -0.2578, -0.2903, -0.2702, -0.2688, -0.2625, -0.2619, -0.2516, -0.2501, -0.253, -0.253, -0.2546, -0.2769, -0.2178, -0.1458, -0.1233, -0.1696, -0.224, -0.2267, -0.2604, -0.2553, -0.2793]}
{"unit_id": "quote:2014934644505117147", "ticker_idx": 0, "ts": "2026-01-24T05:33:49+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU HBM4 is a leader in power efficiency and it MATTERS.", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Bullish MU on HBM4 power-efficiency leadership and on-track high-yield ramp in Q2 2026.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU Micron on HBM4 Leadership\n\n\"Micron’s HBM4, with industry leading speed over 11 Gbps, is on track to ramp with high yields in the second calendar quarter of 2026, consistent with our customers’ product ramp plans.\"\n\n\"Our HBM4 uses advanced CMOS and advanced metallization process technologies on the base logic die and DRAM core dies, which are designed and manufactured in-house.\"\n\n\"...our unique HBM design, packaging and test capability, enables Micron’s industry-leading performance and low-power leadership.\"\n\n-Micron Q1 2026 Earnings", "reply_text": null, "parent_text": null, "quoted_text": "$MU HBM4 is a leader in power efficiency and it MATTERS.\n\nHigher power usage is often associated with higher operating temps and elevated static & operating currents which directly accelerate aging, leakage and failures.\n\nHave you heard of Thermal Runaway? See my comments 👇", "parent_author": null, "ret_m1d": 0.02714026854416307, "ret_signed_m1d": 0.02714026854416307, "alpha_spy_m1d": 0.03219284216618923, "alpha_c_m1d": 0.023955902187538847, "bench_spy_m1d": -0.0050525736220261575, "bench_c_m1d": 0.003184366356624224, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05435759085969649, "ret_signed_p1d": 0.05435759085969649, "alpha_spy_p1d": 0.05037342548122559, "alpha_c_p1d": 0.03322025441476706, "bench_spy_p1d": 0.003984165378470905, "bench_c_p1d": 0.021137336444929433, "ret_p1w": 0.12518954482328515, "ret_signed_p1w": 0.12518954482328515, "alpha_spy_p1w": 0.12132088303871202, "alpha_c_p1w": 0.10224687963987589, "bench_spy_p1w": 0.003868661784573124, "bench_c_p1w": 0.02294266518340926, "ret_p1m": 0.07432730762902162, "ret_signed_p1m": 0.07432730762902162, "alpha_spy_p1m": 0.08209377282576924, "alpha_c_p1m": 0.02332686641656423, "bench_spy_p1m": -0.007766465196747618, "bench_c_p1m": 0.05100044121245739, "ret_p3m": 0.2385884502360145, "ret_signed_p3m": 0.2385884502360145, "alpha_spy_p3m": 0.21310263538827545, "alpha_c_p3m": 0.030399299103990085, "bench_spy_p3m": 0.02548581484773904, "bench_c_p3m": 0.2081891511320244, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.07432730762902162, "alpha_spy_stated": 0.08209377282576924, "alpha_c_stated": 0.02332686641656423, "price_path": [-0.4178, -0.4245, -0.4251, -0.397, -0.4399, -0.3898, -0.3877, -0.3888, -0.3493, -0.3806, -0.3708, -0.3913, -0.3659, -0.3784, -0.413, -0.4196, -0.4827, -0.4673, -0.4247, -0.4232, -0.4084, -0.4084, -0.3925, -0.3822, -0.3847, -0.3984, -0.4177, -0.3906, -0.3656, -0.3515, -0.3225, -0.336, -0.3805, -0.3898, -0.4027, -0.4206, -0.3615, -0.3168, -0.2894, -0.2902, -0.2635, -0.2635, -0.2684, -0.2434, -0.2479, -0.2665, -0.2665, -0.1893, -0.1977, -0.1174, -0.1273, -0.1595, -0.1131, -0.1111, -0.131, -0.1433, -0.1348, -0.0677, -0.0677, -0.0619, 0.0001, 0.0218, 0.0271, 0.0, 0.0544, 0.1187, 0.12, 0.0663, 0.1252, 0.078, -0.0249, -0.0159, 0.0144, -0.0144, -0.0407, 0.0546, 0.0639, 0.058, 0.058, 0.0275, 0.0819, 0.0726, 0.1004, 0.0819, 0.0743, 0.1026, 0.068, 0.0598, 0.0606, -0.0242, 0.03, 0.0205, -0.0483, 0.0006, 0.036, 0.0761, 0.0418, 0.0952, 0.1355, 0.1866, 0.1867, 0.1418, 0.0869, 0.0392, 0.0166, -0.018, -0.0864, -0.0819, -0.1726, -0.1314, -0.0542, -0.0583, -0.0583, -0.0287, -0.0292, 0.0458, 0.0838, 0.0814, 0.0968, 0.1973, 0.173, 0.1756, 0.1701, 0.153, 0.1554, 0.2534, 0.2386, 0.2772, 0.3487, 0.2966, 0.3331, 0.3297, 0.3941, 0.4822, 0.6461, 0.7139, 0.6626, 0.9202, 1.0449, 0.971, 1.0663, 0.9953, 0.8632, 0.7524, 0.7966, 0.8821, 0.9595, 0.931, 0.931, 1.3035, 1.3871, 1.3745, 1.4966, 1.6625, 1.736, 1.7758, 1.5609, 1.2215, 1.4408, 1.4063, 1.2932, 1.5606, 1.5239, 1.7974, 1.6246, 1.6822, 1.9157, 1.9157, 2.1147, 1.7043, 1.7043, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2014208846538183111", "ticker_idx": 0, "ts": "2026-01-22T05:29:45+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU 🔥", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Endorses bullish MU thesis: HBM demand surge, memory as key AI enabler, attractive valuation.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU 🔥\n\n\"It's not just about the shortage of memory. It is also the value of memory. AI is now everywhere. Memory is a key enabler of AI\"\n\n\"Just like your brain. You need more and faster memory. That's what is exactly happening in AI accelerators\"\n\n-CEO Sanjay on CNBC from Davos https://t.co/AZpd9L5An6", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": -0.02130385803571222, "ret_signed_m1d": -0.02130385803571222, "alpha_spy_m1d": -0.016107741021062938, "alpha_c_m1d": -0.019094398147288305, "bench_spy_m1d": -0.005196117014649282, "bench_c_m1d": -0.0022094598884239147, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0052065551513811315, "ret_signed_p1d": 0.0052065551513811315, "alpha_spy_p1d": 0.0048438199624074585, "alpha_c_p1d": 0.011983802896503248, "bench_spy_p1d": 0.00036273518897367296, "bench_c_p1d": -0.006777247745122117, "ret_p1w": 0.09610656382871707, "ret_signed_p1w": 0.09610656382871707, "alpha_spy_p1w": 0.08876244533534083, "alpha_c_p1w": 0.059613883668415246, "bench_spy_p1w": 0.007344118493376239, "bench_c_p1w": 0.03649268016030183, "ret_p1m": 0.07694055564130498, "ret_signed_p1m": 0.07694055564130498, "alpha_spy_p1m": 0.07628740074910456, "alpha_c_p1m": 0.04662927210753898, "bench_spy_p1m": 0.0006531548922004138, "bench_c_p1m": 0.030311283533765998, "ret_p3m": 0.1307631524991879, "ret_signed_p3m": 0.1307631524991879, "alpha_spy_p3m": 0.10605583651426831, "alpha_c_p3m": -0.022754535831812195, "bench_spy_p3m": 0.024707315984919598, "bench_c_p3m": 0.1535176883310001, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.07694055564130498, "alpha_spy_stated": 0.07628740074910456, "alpha_c_stated": 0.04662927210753898, "price_path": [-0.4466, -0.4421, -0.4302, -0.4368, -0.4374, -0.4099, -0.4518, -0.4029, -0.4008, -0.4018, -0.3632, -0.3938, -0.3843, -0.4043, -0.3794, -0.3917, -0.4255, -0.432, -0.4937, -0.4786, -0.437, -0.4355, -0.4211, -0.4211, -0.4054, -0.3954, -0.3979, -0.4113, -0.4302, -0.4036, -0.3792, -0.3654, -0.337, -0.3502, -0.3937, -0.4029, -0.4154, -0.433, -0.3751, -0.3314, -0.3046, -0.3054, -0.2792, -0.2792, -0.284, -0.2596, -0.264, -0.2821, -0.2821, -0.2067, -0.2149, -0.1362, -0.146, -0.1775, -0.132, -0.1301, -0.1495, -0.1616, -0.1533, -0.0876, -0.0876, -0.0819, -0.0213, 0.0, 0.0052, -0.0214, 0.0318, 0.0948, 0.0961, 0.0435, 0.1012, 0.055, -0.0457, -0.0369, -0.0073, -0.0354, -0.0612, 0.0321, 0.0412, 0.0354, 0.0354, 0.0055, 0.0588, 0.0497, 0.0769, 0.0588, 0.0514, 0.079, 0.0452, 0.0372, 0.038, -0.045, 0.008, -0.0013, -0.0686, -0.0208, 0.0139, 0.0531, 0.0195, 0.0718, 0.1112, 0.1613, 0.1614, 0.1174, 0.0637, 0.017, -0.0052, -0.039, -0.1059, -0.1015, -0.1903, -0.1499, -0.0744, -0.0784, -0.0784, -0.0495, -0.0499, 0.0234, 0.0606, 0.0583, 0.0733, 0.1717, 0.148, 0.1505, 0.1451, 0.1283, 0.1308, 0.2266, 0.2121, 0.2499, 0.3199, 0.2689, 0.3046, 0.3013, 0.3643, 0.4505, 0.6109, 0.6773, 0.6271, 0.8792, 1.0013, 0.9289, 1.0222, 0.9527, 0.8234, 0.7149, 0.7582, 0.8419, 0.9177, 0.8897, 0.8897, 1.2543, 1.3361, 1.3238, 1.4433, 1.6056, 1.6776, 1.7165, 1.5062, 1.1741, 1.3886, 1.355, 1.2442, 1.5059, 1.47, 1.7377, 1.5685, 1.625, 1.8534, 1.8534, 2.0482, 1.6465, 1.6465, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:1972525708821070040", "ticker_idx": 0, "ts": "2025-09-29T04:55:51+00:00", "symbol": "SNEX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "It's poised to make another climb.", "tweet_type": "prediction", "timeline": "days", "summary": "Bullish SNEX off lower Bollinger Band; expects another climb from current level.", "resolved_tickers": ["SNEX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "original", "lang": "en", "tweet_text": "🟦 $SNEX (D) BLUE candle from lower Bollinger Band region. It's poised to make another climb.\n\nBuy at Blue, Trim at upper BB and Exit at Pink. Rinse and Repeat 💰💵\n\n240+ Daily BLUE Candle Alerts. Free Trial:\nhttps://t.co/ZQDP5HCFyq https://t.co/axPv8Q6OUT", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.012800167516608285, "ret_signed_m1d": -0.012800167516608285, "alpha_spy_m1d": -0.009997504481364605, "alpha_c_m1d": -0.007812154811003502, "bench_spy_m1d": -0.00280266303524368, "bench_c_m1d": -0.004988012705604783, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.001389120573008551, "ret_signed_p1d": 0.001389120573008551, "alpha_spy_p1d": -0.002377621455698531, "alpha_c_p1d": 0.006192384141548657, "bench_spy_p1d": 0.003766742028707082, "bench_c_p1d": -0.004803263568540106, "ret_p1w": -0.017662259854915097, "ret_signed_p1w": -0.017662259854915097, "alpha_spy_p1w": -0.029610737960205413, "alpha_c_p1w": -0.009718403619702998, "bench_spy_p1w": 0.011948478105290317, "bench_c_p1w": -0.007943856235212099, "ret_p1m": -0.04623933049680051, "ret_signed_p1m": -0.04623933049680051, "alpha_spy_p1m": -0.08146711258842809, "alpha_c_p1m": -0.02517892751542028, "bench_spy_p1m": 0.03522778209162758, "bench_c_p1m": -0.021060402981380233, "ret_p3m": -0.026890321930083894, "ret_signed_p3m": -0.026890321930083894, "alpha_spy_p3m": -0.07019431716912672, "alpha_c_p3m": -0.060047156827840564, "bench_spy_p3m": 0.043303995239042825, "bench_c_p3m": 0.03315683489775667, "ret_p6m": 0.10289734917912652, "ret_signed_p6m": 0.10289734917912652, "alpha_spy_p6m": 0.11311434252487662, "alpha_c_p6m": 0.1846184550204092, "bench_spy_p6m": -0.010216993345750103, "bench_c_p6m": -0.08172110584128267, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": -0.017662259854915097, "alpha_spy_stated": -0.029610737960205413, "alpha_c_stated": -0.009718403619702998, "price_path": [-0.0801, -0.0692, -0.0692, -0.0663, -0.0478, -0.0365, -0.044, -0.0927, -0.0702, -0.0914, -0.0911, -0.0886, -0.0707, -0.0605, -0.0573, -0.0511, -0.0592, -0.0621, -0.0615, -0.0534, -0.0296, -0.0351, -0.0379, -0.0253, -0.0379, -0.1869, -0.135, -0.1136, -0.1128, -0.0826, -0.0898, -0.0965, -0.0874, -0.0674, -0.0425, -0.0495, -0.0478, -0.0192, -0.0274, -0.0154, -0.0081, 0.0027, 0.0138, 0.0138, 0.015, 0.0335, 0.0375, 0.0212, -0.0441, -0.05, -0.0454, -0.0229, -0.0415, -0.0614, -0.0717, -0.0648, -0.0481, -0.0797, -0.0821, -0.0455, -0.0573, -0.0507, -0.0128, 0.0, 0.0014, 0.0038, 0.0189, 0.0027, -0.0177, -0.0279, -0.0025, -0.0148, -0.0491, -0.0338, -0.0243, 0.0274, -0.006, -0.0051, 0.0003, -0.0007, -0.005, -0.01, -0.0078, -0.0252, -0.0462, -0.0751, -0.0729, -0.0879, -0.1398, -0.1554, -0.1563, -0.146, -0.1162, -0.0997, -0.1078, -0.1067, -0.1178, -0.1108, -0.1511, -0.1554, -0.1372, -0.1631, -0.1694, -0.1665, -0.1157, -0.0971, -0.0971, -0.1009, -0.1297, -0.1211, -0.0732, -0.0742, -0.0733, -0.0894, -0.0532, -0.0371, -0.0045, -0.0332, -0.045, -0.0365, -0.0501, -0.0661, -0.0503, -0.0413, -0.0319, -0.0269, -0.0269, -0.0059, -0.0149, -0.0314, -0.0561, -0.0561, -0.0337, 0.0084, 0.0158, 0.0227, 0.0237, 0.0294, 0.0337, 0.0234, 0.0026, 0.0507, 0.0746, 0.0746, 0.0533, 0.093, 0.0947, 0.0605, 0.0703, 0.0782, 0.0697, 0.1137, 0.1139, 0.1292, 0.1223, 0.1646, 0.1267, 0.1961, 0.2398, 0.2464, 0.2651, 0.2398, 0.2643, 0.2643, 0.2551, 0.2709, 0.239, 0.2767, 0.2375, 0.2628, 0.2711, 0.2995, 0.2651, 0.2964, 0.2441, 0.2243, 0.1863, 0.0722, 0.082, 0.0549, 0.0622, 0.0431, 0.0277, 0.044, 0.0776, 0.0368, 0.0288, 0.0373, 0.0557, 0.1029]}
{"unit_id": "reply:2022696920091959480", "ticker_idx": 0, "ts": "2026-02-14T15:38:20+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I expect $MU to be in the top 10 eventually. It is inevitable the memory transformation that's being required by the AI.", "tweet_type": "prediction", "timeline": "years", "summary": "Long MU: memory transformation driven by AI demand makes a top-10 market-cap ranking inevitable.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@norveclifinance I expect $MU to be in the top 10 eventually. It is inevitable the memory transformation that's being required by the AI. These are initial inputs from the AI demands. The second and third waves will be scary. The challenge with top 5 is that it has be in the 2.5T to 3T region.", "reply_text": null, "parent_text": "@TradexWhisperer I think Micron $MU can become one of the 5 biggest companies in America within 5 years. AI doesn’t scale on compute alone, it scales on memory and bandwidth. What do you think?", "quoted_text": null, "parent_author": "norveclifinance", "ret_m1d": 0.029716392161894145, "ret_signed_m1d": 0.029716392161894145, "alpha_spy_m1d": 0.031327276047151575, "alpha_c_m1d": 0.029201088365555794, "bench_spy_m1d": -0.0016108838852574303, "bench_c_m1d": 0.0005153037963383511, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05295418149160458, "ret_signed_p1d": 0.05295418149160458, "alpha_spy_p1d": 0.047916473941027826, "alpha_c_p1d": 0.04058644105194653, "bench_spy_p1d": 0.005037707550576753, "bench_c_p1d": 0.012367740439658048, "ret_p1w": 0.045600095918206796, "ret_signed_p1w": 0.045600095918206796, "alpha_spy_p1w": 0.039010091880888, "alpha_c_p1w": 0.017011856077951748, "bench_spy_p1w": 0.006590004037318797, "bench_c_p1w": 0.028588239840255047, "ret_p1m": 0.1549602924588891, "ret_signed_p1m": 0.1549602924588891, "alpha_spy_p1m": 0.18632881231745624, "alpha_c_p1m": 0.1889226394104414, "bench_spy_p1m": -0.031368519858567145, "bench_c_p1m": -0.033962346951552314, "ret_p3m": 0.8134083878028087, "ret_signed_p3m": 0.8134083878028087, "alpha_spy_p3m": 0.7279742124972712, "alpha_c_p3m": 0.4481903231583555, "bench_spy_p3m": 0.08543417530553743, "bench_c_p3m": 0.36521806464445317, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.4965, -0.4815, -0.4401, -0.4386, -0.4243, -0.4243, -0.4087, -0.3988, -0.4012, -0.4145, -0.4333, -0.4069, -0.3826, -0.3689, -0.3406, -0.3538, -0.3971, -0.4062, -0.4186, -0.4361, -0.3785, -0.3351, -0.3084, -0.3092, -0.2832, -0.2832, -0.2879, -0.2637, -0.268, -0.2861, -0.2861, -0.211, -0.2192, -0.141, -0.1507, -0.182, -0.1368, -0.1348, -0.1542, -0.1662, -0.158, -0.0926, -0.0926, -0.087, -0.0267, -0.0055, -0.0003, -0.0267, 0.0262, 0.0888, 0.0901, 0.0378, 0.0951, 0.0492, -0.051, -0.0422, -0.0127, -0.0407, -0.0664, 0.0264, 0.0355, 0.0297, 0.0297, 0.0, 0.053, 0.0439, 0.071, 0.053, 0.0456, 0.0731, 0.0395, 0.0315, 0.0322, -0.0503, 0.0025, -0.0068, -0.0737, -0.0262, 0.0083, 0.0473, 0.0139, 0.0659, 0.1051, 0.1549, 0.155, 0.1113, 0.0578, 0.0114, -0.0106, -0.0442, -0.1109, -0.1065, -0.1947, -0.1546, -0.0795, -0.0835, -0.0835, -0.0547, -0.0551, 0.0178, 0.0548, 0.0525, 0.0674, 0.1653, 0.1417, 0.1442, 0.1388, 0.1221, 0.1245, 0.2199, 0.2055, 0.243, 0.3127, 0.2619, 0.2974, 0.2942, 0.3568, 0.4425, 0.6021, 0.6681, 0.6181, 0.8688, 0.9903, 0.9183, 1.011, 0.9419, 0.8134, 0.7055, 0.7485, 0.8318, 0.9071, 0.8793, 0.8793, 1.2419, 1.3233, 1.311, 1.4299, 1.5913, 1.6628, 1.7015, 1.4924, 1.1621, 1.3755, 1.342, 1.2319, 1.4921, 1.4564, 1.7226, 1.5544, 1.6105, 1.8377, 1.8377, 2.0314, 1.632, 1.632, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:1974720000956223821", "ticker_idx": 0, "ts": "2025-10-05T06:15:11+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Here's a reminder of what Palantir is capable of", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish PLTR; highlights transformative capability (60-day fraud detection cut to 10 seconds) as evidence of durable competitive moat.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "$PLTR Here's a reminder of what Palantir is capable of\n\n\"It took our really talented investigators 60 days to detect fraud into these files. It took your technology 10 seconds, like holy cow.\" -Fannie Mae CEO\n\nhttps://t.co/tpENIkvreZ", "reply_text": null, "parent_text": null, "quoted_text": "$PLTR valuation makes ZERO sense \n\nBut then why do institutions keep buying it?\nWhat do they know that you don't?\n\nI work in BIG DATA analytics and let me share the secrets of Palantir in the most basic way\n\nPalantir has monopoly on Automated Governance, serving as the ultimate https://t.co/XGLRmO7rq8", "parent_author": null, "ret_m1d": -0.035982796741505285, "ret_signed_m1d": -0.035982796741505285, "alpha_spy_m1d": -0.03240943179398237, "alpha_c_m1d": -0.03240943179398237, "bench_spy_m1d": -0.0035733649475229168, "bench_c_m1d": -0.0035733649475229168, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.014705059920898655, "ret_signed_p1d": 0.014705059920898655, "alpha_spy_p1d": 0.018412482178425615, "alpha_c_p1d": 0.018412482178425615, "bench_spy_p1d": -0.00370742225752696, "bench_c_p1d": -0.00370742225752696, "ret_p1w": -0.012922587206619096, "ret_signed_p1w": -0.012922587206619096, "alpha_spy_p1w": -0.00016221890912948567, "alpha_c_p1w": -0.00016221890912948567, "bench_spy_p1w": -0.01276036829748961, "bench_c_p1w": -0.01276036829748961, "ret_p1m": 0.062440855512108984, "ret_signed_p1m": 0.062440855512108984, "alpha_spy_p1m": 0.05703595432920672, "alpha_c_p1m": 0.05703595432920672, "bench_spy_p1m": 0.005404901182902266, "bench_c_p1m": 0.005404901182902266, "ret_p3m": -0.009914770742493584, "ret_signed_p3m": -0.009914770742493584, "alpha_spy_p3m": -0.028266236021879276, "alpha_c_p3m": -0.028266236021879276, "bench_spy_p3m": 0.018351465279385692, "bench_c_p3m": 0.018351465279385692, "ret_p6m": -0.1852058164433873, "ret_signed_p6m": -0.1852058164433873, "alpha_spy_p6m": -0.15904933848353608, "alpha_c_p6m": -0.15904933848353608, "bench_spy_p6m": -0.02615647795985121, "bench_c_p6m": -0.02615647795985121, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.062440855512108984, "alpha_spy_stated": 0.05703595432920672, "alpha_c_stated": 0.05703595432920672, "price_path": [-0.2028, -0.2063, -0.2085, -0.1692, -0.1724, -0.1594, -0.1423, -0.1449, -0.1545, -0.1697, -0.1387, -0.1374, -0.1155, -0.1206, -0.1297, -0.1165, -0.118, -0.1407, -0.1051, -0.0349, 0.0001, 0.0149, 0.0414, 0.0175, 0.0414, 0.027, 0.0083, -0.0131, -0.0306, -0.1213, -0.131, -0.1301, -0.1158, -0.1245, -0.1039, -0.1271, -0.1193, -0.1271, -0.1271, -0.125, -0.1372, -0.1303, -0.1472, -0.1305, -0.0956, -0.0712, -0.0845, -0.0451, -0.0463, -0.0516, -0.0624, -0.0143, 0.0159, -0.0011, 0.0168, 0.0002, -0.0023, -0.0109, -0.0037, 0.0161, 0.0302, 0.0419, -0.036, 0.0, 0.0147, 0.0224, 0.0331, -0.0228, -0.0129, 0.0012, 0.0005, -0.0079, -0.0077, 0.0115, 0.011, -0.0225, 0.0053, 0.0284, 0.0538, 0.0561, 0.1074, 0.0837, 0.1166, 0.154, 0.0624, 0.0466, -0.025, -0.0089, 0.0784, 0.0637, 0.0258, -0.0412, -0.0307, -0.0461, -0.068, -0.0786, -0.1325, -0.1375, -0.0963, -0.089, -0.0766, -0.0766, -0.0617, -0.0671, -0.0492, -0.0192, -0.009, 0.0124, 0.0109, 0.0129, 0.0467, 0.0446, 0.0225, 0.0207, 0.0458, -0.0125, 0.0343, 0.0771, 0.0805, 0.0813, 0.0815, 0.0815, 0.0511, 0.0259, 0.0073, -0.0099, -0.0099, -0.065, -0.0306, 0.001, 0.012, -0.0149, -0.0114, -0.0007, -0.0032, -0.0063, -0.0137, -0.0477, -0.0477, -0.0613, -0.0791, -0.0759, -0.0553, -0.0672, -0.077, -0.1235, -0.1541, -0.1835, -0.177, -0.1206, -0.2227, -0.2758, -0.243, -0.204, -0.2229, -0.2442, -0.2807, -0.268, -0.268, -0.2591, -0.2459, -0.2486, -0.2467, -0.2725, -0.2823, -0.2525, -0.2428, -0.2358, -0.1914, -0.18, -0.1467, -0.1496, -0.1246, -0.1287, -0.1581, -0.1556, -0.145, -0.1592, -0.1493, -0.1362, -0.1491, -0.1328, -0.1607, -0.1041, -0.1379, -0.1369, -0.1781, -0.2031, -0.2338, -0.1852]}
{"unit_id": "quote:2008620346866298887", "ticker_idx": 0, "ts": "2026-01-06T19:23:03+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Memory Is No Longer 'Afterthought' in AI. A Fundamental and Structural Shift Incoming for Micron", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Bullish MU: AI-driven permanent structural shift in memory demand, no longer cyclical; all production pivoting to high-margin data centers.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU Sorry Cyclical Bears, Memory Is No Longer 'Afterthought' in AI\n\nA Fundamental and Structural Shift Incoming for Micron https://t.co/6ZdiAPfj1B", "reply_text": null, "parent_text": null, "quoted_text": "$MU To all cyclical traders:\n\nMicron has killed off its Crucial consumer brand for good. Crucial is not returning. The AI demand has reshaped the industry permanently and all production is now focused on high-margin data centers.\n\nIt's a PERMANENT structural shift. NOT a cycle. https://t.co/YFnOZRHsdF", "parent_author": null, "ret_m1d": -0.09108110135954206, "ret_signed_m1d": -0.09108110135954206, "alpha_spy_m1d": -0.08516910265234834, "alpha_c_m1d": -0.06520524638393754, "bench_spy_m1d": -0.005911998707193722, "bench_c_m1d": -0.025875854975604518, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.01129775047765147, "ret_signed_p1d": -0.01129775047765147, "alpha_spy_p1d": -0.008074338196453312, "alpha_c_p1d": -0.004590134419998004, "bench_spy_p1d": -0.003223412281198157, "bench_c_p1d": -0.006707616057653465, "ret_p1w": -0.015432507039869536, "ret_signed_p1w": -0.015432507039869536, "alpha_spy_p1w": -0.018265664965696038, "alpha_c_p1w": -0.0255197154175677, "bench_spy_p1w": 0.0028331579258265016, "bench_c_p1w": 0.010087208377698165, "ret_p1m": 0.10473759484132872, "ret_signed_p1m": 0.10473759484132872, "alpha_spy_p1m": 0.11286118271924794, "alpha_c_p1m": 0.11918474971996851, "bench_spy_p1m": -0.008123587877919225, "bench_c_p1m": -0.01444715487863979, "ret_p3m": 0.06686622594363056, "ret_signed_p3m": 0.06686622594363056, "alpha_spy_p3m": 0.11628573145943244, "alpha_c_p3m": 0.054740916965154485, "bench_spy_p3m": -0.049419505515801876, "bench_c_p3m": 0.01212530897847608, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.10473759484132872, "alpha_spy_stated": 0.11286118271924794, "alpha_c_stated": 0.11918474971996851, "price_path": [-0.4402, -0.4714, -0.4389, -0.4555, -0.4413, -0.4105, -0.4109, -0.3982, -0.4112, -0.4223, -0.3983, -0.3625, -0.3594, -0.3541, -0.3404, -0.348, -0.3487, -0.3169, -0.3654, -0.3087, -0.3063, -0.3075, -0.2627, -0.2982, -0.2872, -0.3103, -0.2816, -0.2958, -0.3349, -0.3424, -0.4139, -0.3964, -0.3482, -0.3465, -0.3298, -0.3298, -0.3117, -0.3001, -0.3029, -0.3184, -0.3403, -0.3095, -0.2813, -0.2653, -0.2324, -0.2477, -0.2981, -0.3087, -0.3233, -0.3436, -0.2766, -0.226, -0.1949, -0.1959, -0.1656, -0.1656, -0.1711, -0.1429, -0.1479, -0.1689, -0.1689, -0.0816, -0.0911, 0.0, -0.0113, -0.0478, 0.0048, 0.0071, -0.0154, -0.0294, -0.0198, 0.0563, 0.0563, 0.0628, 0.133, 0.1577, 0.1637, 0.133, 0.1945, 0.2674, 0.2689, 0.208, 0.2748, 0.2213, 0.1047, 0.1149, 0.1493, 0.1167, 0.0868, 0.1948, 0.2054, 0.1987, 0.1987, 0.1641, 0.2257, 0.2152, 0.2467, 0.2258, 0.2172, 0.2492, 0.21, 0.2007, 0.2016, 0.1056, 0.167, 0.1561, 0.0782, 0.1336, 0.1738, 0.2191, 0.1803, 0.2408, 0.2864, 0.3443, 0.3445, 0.2936, 0.2314, 0.1774, 0.1517, 0.1126, 0.035, 0.0402, -0.0626, -0.0159, 0.0716, 0.0669, 0.0669, 0.1004, 0.0999, 0.1848, 0.2279, 0.2252, 0.2426, 0.3565, 0.329, 0.3319, 0.3256, 0.3063, 0.3091, 0.42, 0.4033, 0.447, 0.5281, 0.469, 0.5103, 0.5065, 0.5795, 0.6792, 0.8649, 0.9418, 0.8836, 1.1755, 1.3168, 1.2331, 1.341, 1.2605, 1.111, 0.9853, 1.0354, 1.1323, 1.22, 1.1877, 1.1877, 1.6097, 1.7045, 1.6902, 1.8285, 2.0164, 2.0997, 2.1448, 1.9014, 1.5169, 1.7653, 1.7263, 1.5981, 1.901, 1.8595, 2.1693, 1.9735, 2.0388, 2.3033, 2.3033, 2.5288, 2.0638, 2.0638, null, null, null, null, null]}
{"unit_id": "quote:2010807851489640785", "ticker_idx": 0, "ts": "2026-01-12T20:15:25+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "HBM is going be the new GOLD", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish MU: AI inference TAM growing >80% CAGR, HBM positioned as the critical bottleneck solution.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU Holy Sh*t.\n\nAI Inference TAM is growing at >80% CAGR according to $AMD data. HBM is going be the new GOLD. https://t.co/MXXVHracRn", "reply_text": null, "parent_text": null, "quoted_text": "❄️ $MU If you want to understand why HBM will solve the AI inference bottleneck, read this thread.\n\n\"The working memory of the AI is stored in the HBM. If you have a long conversation with an AI, overtime, that memory, that context memory is going to grow TREMENDOUSLY\" -Jensen at https://t.co/xRjA5ab0Eq", "parent_author": null, "ret_m1d": -0.0022551554638750027, "ret_signed_m1d": -0.0022551554638750027, "alpha_spy_m1d": -0.0006871848559977245, "alpha_c_m1d": 0.0014309204791634889, "bench_spy_m1d": -0.0015679706078772782, "bench_c_m1d": -0.0036860759430384915, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.02237836632576584, "ret_signed_p1d": -0.02237836632576584, "alpha_spy_p1d": -0.02037885956038399, "alpha_c_p1d": -0.024605354266768242, "bench_spy_p1d": -0.0019995067653818532, "bench_c_p1d": 0.0022269879410024007, "ret_p1w": 0.048804501907498965, "ret_signed_p1w": 0.048804501907498965, "alpha_spy_p1w": 0.0538393257897285, "alpha_c_p1w": 0.02389790564702321, "bench_spy_p1w": -0.005034823882229533, "bench_c_p1w": 0.024906596260475755, "ret_p1m": 0.0791626830559422, "ret_signed_p1m": 0.0791626830559422, "alpha_spy_p1m": 0.08353577108772958, "alpha_c_p1m": 0.043069901682523115, "bench_spy_p1m": -0.0043730880317873755, "bench_c_p1m": 0.03609278137341909, "ret_p3m": 0.21920688403241706, "ret_signed_p3m": 0.21920688403241706, "alpha_spy_p3m": 0.2384732213699422, "alpha_c_p3m": 0.11771199455102921, "bench_spy_p3m": -0.01926633733752514, "bench_c_p3m": 0.10149488948138785, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.0791626830559422, "alpha_spy_stated": 0.08353577108772958, "alpha_c_stated": 0.043069901682523115, "price_path": [-0.4453, -0.4147, -0.4151, -0.4024, -0.4154, -0.4264, -0.4026, -0.367, -0.3639, -0.3587, -0.345, -0.3526, -0.3533, -0.3217, -0.3699, -0.3136, -0.3112, -0.3124, -0.2679, -0.3032, -0.2922, -0.3152, -0.2866, -0.3007, -0.3396, -0.3471, -0.418, -0.4007, -0.3528, -0.3511, -0.3345, -0.3345, -0.3166, -0.305, -0.3079, -0.3233, -0.345, -0.3144, -0.2864, -0.2705, -0.2379, -0.253, -0.3031, -0.3136, -0.328, -0.3482, -0.2817, -0.2315, -0.2006, -0.2016, -0.1715, -0.1715, -0.1769, -0.1489, -0.1539, -0.1748, -0.1748, -0.088, -0.0975, -0.0071, -0.0183, -0.0545, -0.0023, 0.0, -0.0224, -0.0362, -0.0267, 0.0488, 0.0488, 0.0553, 0.125, 0.1495, 0.1555, 0.125, 0.1861, 0.2585, 0.26, 0.1995, 0.2658, 0.2127, 0.0969, 0.107, 0.1412, 0.1088, 0.0792, 0.1864, 0.1969, 0.1902, 0.1902, 0.1559, 0.2171, 0.2067, 0.238, 0.2171, 0.2086, 0.2404, 0.2015, 0.1923, 0.1931, 0.0978, 0.1587, 0.148, 0.0706, 0.1256, 0.1655, 0.2105, 0.172, 0.2321, 0.2774, 0.3349, 0.335, 0.2845, 0.2227, 0.1691, 0.1436, 0.1047, 0.0277, 0.0328, -0.0692, -0.0228, 0.064, 0.0593, 0.0593, 0.0927, 0.0921, 0.1765, 0.2192, 0.2165, 0.2338, 0.3469, 0.3196, 0.3225, 0.3163, 0.297, 0.2998, 0.41, 0.3934, 0.4367, 0.5173, 0.4586, 0.4996, 0.4959, 0.5683, 0.6674, 0.8518, 0.9281, 0.8704, 1.1601, 1.3005, 1.2173, 1.3245, 1.2446, 1.0961, 0.9713, 1.0211, 1.1173, 1.2044, 1.1722, 1.1722, 1.5913, 1.6854, 1.6713, 1.8086, 1.9952, 2.0779, 2.1226, 1.8809, 1.4991, 1.7458, 1.707, 1.5797, 1.8805, 1.8393, 2.147, 1.9525, 2.0174, 2.28, 2.28, 2.5039, 2.0422, 2.0422, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2014922403944763414", "ticker_idx": 0, "ts": "2026-01-24T04:45:11+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU HBM4 is a leader in power efficiency and it MATTERS.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish MU on HBM4 power efficiency leadership as a durable competitive differentiator.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU Interview with Micron VP Of Data Center Business\n\n\"Can you maintain that performance and power gap with the competition with HBM4 and HBM4E?\"\n\nPraveen Vaidyanathan: \"The competition will be fighting pretty hard, but we will continue to drive power differentiation, and we think over time, it’s going to remain a differentiator for us not just in general purpose compute and accelerators, but for cloud service providers building custom silicon. They can take greater advantage of this gap by optimizing for specific workloads, leading to OPEX savings or increased compute power and speed.\"\n\n\"We have a strong position, and with HBM4 we want to maintain that position. We are excited about Micron's HBM leadership roadmap for the rest of this decade. Leveraging our strong foundation and continued investments in 1-beta process technology, we expect HBM4 to maintain time-to-market and power efficiency leadership while improving performance by over 50 percent compared to HBM3E. We anticipate HBM4 to ramp up in high volume for the industry in calendar year 2026.\"", "reply_text": null, "parent_text": null, "quoted_text": "$MU HBM4 is a leader in power efficiency and it MATTERS.\n\nHigher power usage is often associated with higher operating temps and elevated static & operating currents which directly accelerate aging, leakage and failures.\n\nHave you heard of Thermal Runaway? See my comments 👇", "parent_author": null, "ret_m1d": 0.02714026854416307, "ret_signed_m1d": 0.02714026854416307, "alpha_spy_m1d": 0.03219284216618923, "alpha_c_m1d": 0.023955902187538847, "bench_spy_m1d": -0.0050525736220261575, "bench_c_m1d": 0.003184366356624224, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05435759085969649, "ret_signed_p1d": 0.05435759085969649, "alpha_spy_p1d": 0.05037342548122559, "alpha_c_p1d": 0.03322025441476706, "bench_spy_p1d": 0.003984165378470905, "bench_c_p1d": 0.021137336444929433, "ret_p1w": 0.12518954482328515, "ret_signed_p1w": 0.12518954482328515, "alpha_spy_p1w": 0.12132088303871202, "alpha_c_p1w": 0.10224687963987589, "bench_spy_p1w": 0.003868661784573124, "bench_c_p1w": 0.02294266518340926, "ret_p1m": 0.07432730762902162, "ret_signed_p1m": 0.07432730762902162, "alpha_spy_p1m": 0.08209377282576924, "alpha_c_p1m": 0.02332686641656423, "bench_spy_p1m": -0.007766465196747618, "bench_c_p1m": 0.05100044121245739, "ret_p3m": 0.2385884502360145, "ret_signed_p3m": 0.2385884502360145, "alpha_spy_p3m": 0.21310263538827545, "alpha_c_p3m": 0.030399299103990085, "bench_spy_p3m": 0.02548581484773904, "bench_c_p3m": 0.2081891511320244, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.07432730762902162, "alpha_spy_stated": 0.08209377282576924, "alpha_c_stated": 0.02332686641656423, "price_path": [-0.4178, -0.4245, -0.4251, -0.397, -0.4399, -0.3898, -0.3877, -0.3888, -0.3493, -0.3806, -0.3708, -0.3913, -0.3659, -0.3784, -0.413, -0.4196, -0.4827, -0.4673, -0.4247, -0.4232, -0.4084, -0.4084, -0.3925, -0.3822, -0.3847, -0.3984, -0.4177, -0.3906, -0.3656, -0.3515, -0.3225, -0.336, -0.3805, -0.3898, -0.4027, -0.4206, -0.3615, -0.3168, -0.2894, -0.2902, -0.2635, -0.2635, -0.2684, -0.2434, -0.2479, -0.2665, -0.2665, -0.1893, -0.1977, -0.1174, -0.1273, -0.1595, -0.1131, -0.1111, -0.131, -0.1433, -0.1348, -0.0677, -0.0677, -0.0619, 0.0001, 0.0218, 0.0271, 0.0, 0.0544, 0.1187, 0.12, 0.0663, 0.1252, 0.078, -0.0249, -0.0159, 0.0144, -0.0144, -0.0407, 0.0546, 0.0639, 0.058, 0.058, 0.0275, 0.0819, 0.0726, 0.1004, 0.0819, 0.0743, 0.1026, 0.068, 0.0598, 0.0606, -0.0242, 0.03, 0.0205, -0.0483, 0.0006, 0.036, 0.0761, 0.0418, 0.0952, 0.1355, 0.1866, 0.1867, 0.1418, 0.0869, 0.0392, 0.0166, -0.018, -0.0864, -0.0819, -0.1726, -0.1314, -0.0542, -0.0583, -0.0583, -0.0287, -0.0292, 0.0458, 0.0838, 0.0814, 0.0968, 0.1973, 0.173, 0.1756, 0.1701, 0.153, 0.1554, 0.2534, 0.2386, 0.2772, 0.3487, 0.2966, 0.3331, 0.3297, 0.3941, 0.4822, 0.6461, 0.7139, 0.6626, 0.9202, 1.0449, 0.971, 1.0663, 0.9953, 0.8632, 0.7524, 0.7966, 0.8821, 0.9595, 0.931, 0.931, 1.3035, 1.3871, 1.3745, 1.4966, 1.6625, 1.736, 1.7758, 1.5609, 1.2215, 1.4408, 1.4063, 1.2932, 1.5606, 1.5239, 1.7974, 1.6246, 1.6822, 1.9157, 1.9157, 2.1147, 1.7043, 1.7043, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2018432978993750315", "ticker_idx": 0, "ts": "2026-02-02T21:14:57+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$PLTR The King is Back\n\nRule of 40. Score of 127. Unreal.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish PLTR on exceptional Rule of 40 score of 127; declares it the king.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "$PLTR The King is Back \n\nRule of 40. Score of 127. Unreal. https://t.co/G6cJ2N2ph2", "reply_text": null, "parent_text": null, "quoted_text": "$PLTR valuation makes ZERO sense \n\nBut then why do institutions keep buying it?\nWhat do they know that you don't?\n\nI work in BIG DATA analytics and let me share the secrets of Palantir in the most basic way\n\nPalantir has monopoly on Automated Governance, serving as the ultimate https://t.co/XGLRmO7rq8", "parent_author": null, "ret_m1d": -0.06409937967438128, "ret_signed_m1d": -0.06409937967438128, "alpha_spy_m1d": -0.07262686878676716, "alpha_c_m1d": -0.07262686878676716, "bench_spy_m1d": 0.008527489112385878, "bench_c_m1d": 0.008527489112385878, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.11616424518286961, "ret_signed_p1d": -0.11616424518286961, "alpha_spy_p1d": -0.11132039145687622, "alpha_c_p1d": -0.11132039145687622, "bench_spy_p1d": -0.004843853725993386, "bench_c_p1d": -0.004843853725993386, "ret_p1w": -0.11635425518014031, "ret_signed_p1w": -0.11635425518014031, "alpha_spy_p1w": -0.1201104153361886, "alpha_c_p1w": -0.1201104153361886, "bench_spy_p1w": 0.003756160156048294, "bench_c_p1w": 0.003756160156048294, "ret_p1m": -0.02970612044816845, "ret_signed_p1m": -0.02970612044816845, "alpha_spy_p1m": -0.02332500856781028, "alpha_c_p1m": -0.02332500856781028, "bench_spy_p1m": -0.00638111188035817, "bench_c_p1m": -0.00638111188035817, "ret_p3m": -0.08747147917080644, "ret_signed_p3m": -0.08747147917080644, "alpha_spy_p3m": -0.13545796019779277, "alpha_c_p3m": -0.13545796019779277, "bench_spy_p3m": 0.04798648102698633, "bench_c_p3m": 0.04798648102698633, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.02970612044816845, "alpha_spy_stated": -0.02332500856781028, "alpha_c_stated": -0.02332500856781028, "price_path": [0.1088, 0.127, 0.2263, 0.2095, 0.1665, 0.0903, 0.1022, 0.0847, 0.0599, 0.0478, -0.0135, -0.0192, 0.0277, 0.0359, 0.05, 0.05, 0.0669, 0.0609, 0.0811, 0.1153, 0.1269, 0.1513, 0.1495, 0.1518, 0.1902, 0.1879, 0.1627, 0.1607, 0.1892, 0.1229, 0.1761, 0.2249, 0.2287, 0.2296, 0.2299, 0.2299, 0.1953, 0.1666, 0.1454, 0.1259, 0.1259, 0.0632, 0.1024, 0.1383, 0.1507, 0.1202, 0.1242, 0.1364, 0.1335, 0.13, 0.1215, 0.0828, 0.0828, 0.0675, 0.0472, 0.0508, 0.0742, 0.0607, 0.0495, -0.0034, -0.0381, -0.0715, -0.0641, 0.0, -0.1162, -0.1765, -0.1392, -0.0948, -0.1164, -0.1406, -0.1821, -0.1677, -0.1677, -0.1575, -0.1425, -0.1456, -0.1434, -0.1728, -0.1839, -0.1501, -0.139, -0.131, -0.0805, -0.0675, -0.0297, -0.033, -0.0046, -0.0092, -0.0427, -0.0398, -0.0277, -0.0439, -0.0327, -0.0177, -0.0324, -0.0139, -0.0456, 0.0187, -0.0196, -0.0185, -0.0654, -0.0939, -0.1288, -0.0735, -0.0721, -0.0597, -0.0597, -0.063, -0.0495, -0.1084, -0.1735, -0.1889, -0.1616, -0.1405, -0.0996, -0.0958, -0.0728, -0.0759, -0.0754, -0.0333, -0.1033, -0.0937, -0.0936, -0.1058, -0.1261, -0.1189, -0.0875, -0.0751, -0.1392, -0.1526, -0.1319, -0.1272, -0.1329, -0.1386, -0.1763, -0.153, -0.1513, -0.144, -0.1433, -0.1313, -0.1296, -0.133, -0.133, -0.1348, -0.1607, -0.0921, -0.0085, 0.0175, -0.0362, -0.0993, -0.1025, -0.1416, -0.1356, -0.1635, -0.1753, -0.1697, -0.1893, -0.1468, -0.156, -0.1726, -0.1863, -0.1863, -0.2431, -0.2608, -0.2608, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:1970713709673935319", "ticker_idx": 0, "ts": "2025-09-24T04:55:37+00:00", "symbol": "TSM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Further climb is likely given the volume and momentum.", "tweet_type": "prediction", "timeline": "weeks", "summary": "Long TSM; rallied above upper weekly Bollinger Band with volume/momentum supporting further upside.", "resolved_tickers": ["TSM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "🟦 $TSM Rallies above the upper (W) Bollinger Band. Further climb is likely given the volume and momentum.\n\nEvery single (W) BLUE candle has been a winner in the last few years. Easy profit 💰💶\n\n240+ Weekly Smart Candle Alerts. Free Trial:\nhttps://t.co/ZQDP5HCFyq https://t.co/r2ay2T3uGM", "reply_text": null, "parent_text": null, "quoted_text": "🟦 $TSM (W) BLUE-GREEN candle combo is targeting the upper Bollinger Band ($266.4). Climb incoming!!\n\n+13% gains already with the (W) BLUE candle 🚀💰\n\n230+ Weekly Smart Candle Alerts. Free Trial:\nhttps://t.co/ZQDP5HCFyq https://t.co/EpRFgm4mOF", "parent_author": null, "ret_m1d": 0.007124722138247108, "ret_signed_m1d": 0.007124722138247108, "alpha_spy_m1d": 0.0039329956978835234, "alpha_c_m1d": 0.005287264407925818, "bench_spy_m1d": 0.0031917264403635848, "bench_c_m1d": 0.0018374577303212902, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.014427718470532369, "ret_signed_p1d": -0.014427718470532369, "alpha_spy_p1d": -0.009814250906020616, "alpha_c_p1d": -0.01427203887762929, "bench_spy_p1d": -0.004613467564511753, "bench_c_p1d": -0.00015567959290307964, "ret_p1w": 0.02764422431605218, "ret_signed_p1w": 0.02764422431605218, "alpha_spy_p1w": 0.016526381869879314, "alpha_c_p1w": -0.011532407004451128, "bench_spy_p1w": 0.011117842446172865, "bench_c_p1w": 0.03917663132050331, "ret_p1m": 0.035695271000333095, "ret_signed_p1m": 0.035695271000333095, "alpha_spy_p1m": 0.019570568860358017, "alpha_c_p1m": -0.03808007734109764, "bench_spy_p1m": 0.016124702139975078, "bench_c_p1m": 0.07377534834143074, "ret_p3m": 0.04759986724215515, "ret_signed_p3m": 0.04759986724215515, "alpha_spy_p3m": 0.008644179058198809, "alpha_c_p3m": -0.07606263961113124, "bench_spy_p3m": 0.03895568818395634, "bench_c_p3m": 0.12366250685328639, "ret_p6m": 0.21357215574042354, "ret_signed_p6m": 0.21357215574042354, "alpha_spy_p6m": 0.21258951321397102, "alpha_c_p6m": -0.02011368589176965, "bench_spy_p6m": 0.0009826425264525263, "bench_c_p6m": 0.2336858416321932, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.035695271000333095, "alpha_spy_stated": 0.019570568860358017, "alpha_c_stated": -0.03808007734109764, "price_path": [-0.1883, -0.1957, -0.2021, -0.1704, -0.1662, -0.1662, -0.1862, -0.1908, -0.1767, -0.1841, -0.1818, -0.1879, -0.1585, -0.1564, -0.1278, -0.1463, -0.1518, -0.1669, -0.1465, -0.142, -0.1278, -0.1379, -0.143, -0.1374, -0.142, -0.1647, -0.1513, -0.1745, -0.1784, -0.1384, -0.1412, -0.1403, -0.1325, -0.1426, -0.1442, -0.1517, -0.1427, -0.1736, -0.1882, -0.1927, -0.1726, -0.1634, -0.1523, -0.1502, -0.1539, -0.1801, -0.1801, -0.1889, -0.1783, -0.1647, -0.1356, -0.1222, -0.1089, -0.0751, -0.0806, -0.0791, -0.0718, -0.0664, -0.0638, -0.043, -0.0564, -0.0288, 0.0071, 0.0, -0.0144, -0.0262, -0.0266, -0.0051, 0.0276, 0.0264, 0.0409, 0.0773, 0.0475, 0.0848, 0.0683, -0.0002, 0.079, 0.0543, 0.0855, 0.0681, 0.0512, 0.0605, 0.0492, 0.0291, 0.0357, 0.0508, 0.0625, 0.0742, 0.0869, 0.0802, 0.0703, 0.086, 0.0475, 0.0461, 0.0304, 0.0206, 0.0519, 0.0373, 0.0353, 0.0053, 0.0146, 0.0046, -0.01, 0.0059, -0.0114, -0.0201, 0.014, 0.0141, 0.033, 0.033, 0.0385, 0.0248, 0.0405, 0.0525, 0.0435, 0.0499, 0.0754, 0.0809, 0.1048, 0.0889, 0.0432, 0.0278, 0.0247, -0.0107, 0.0169, 0.0321, 0.0476, 0.0607, 0.0673, 0.0673, 0.0817, 0.0749, 0.0701, 0.0855, 0.0855, 0.1417, 0.1511, 0.1696, 0.1383, 0.1359, 0.156, 0.1851, 0.1831, 0.1684, 0.2203, 0.2231, 0.2231, 0.1686, 0.1649, 0.1694, 0.1962, 0.1884, 0.2086, 0.2227, 0.2129, 0.1808, 0.2193, 0.1993, 0.1635, 0.1814, 0.2461, 0.2695, 0.2927, 0.3363, 0.3149, 0.3086, 0.3086, 0.3009, 0.294, 0.2873, 0.3236, 0.3218, 0.3779, 0.385, 0.346, 0.338, 0.3185, 0.2614, 0.2768, 0.264, 0.2105, 0.2456, 0.2398, 0.2665, 0.2027, 0.2084, 0.2153, 0.2393, 0.2164, 0.2136]}
{"unit_id": "orig:2009863918924247080", "ticker_idx": 0, "ts": "2026-01-10T05:44:34+00:00", "symbol": "ORCL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I believe the (W) BLUE candle is just around the corner", "tweet_type": "prediction", "timeline": "weeks", "summary": "Bullish ORCL basing at $194.6; expects a weekly bullish candle signal imminently.", "resolved_tickers": ["ORCL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "original", "lang": "en", "tweet_text": "🟦 $ORCL Basing $194.6. I believe the (W) BLUE candle is just around the corner.\n\n260+ Weekly Smart Candle Alerts. Free Trial:\nhttps://t.co/UOnxsgc8Ii https://t.co/cBTbDgI5YE", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.030095707245679004, "ret_signed_m1d": -0.030095707245679004, "alpha_spy_m1d": -0.028527736637801726, "alpha_c_m1d": -0.028527736637801726, "bench_spy_m1d": -0.0015679706078772782, "bench_c_m1d": -0.0015679706078772782, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.011676771733124536, "ret_signed_p1d": -0.011676771733124536, "alpha_spy_p1d": -0.009677264967742683, "alpha_c_p1d": -0.009677264967742683, "bench_spy_p1d": -0.0019995067653818532, "bench_c_p1d": -0.0019995067653818532, "ret_p1w": -0.06639629385971146, "ret_signed_p1w": -0.06639629385971146, "alpha_spy_p1w": -0.06136146997748193, "alpha_c_p1w": -0.06136146997748193, "bench_spy_p1w": -0.005034823882229533, "bench_c_p1w": -0.005034823882229533, "ret_p1m": -0.2188293872878, "ret_signed_p1m": -0.2188293872878, "alpha_spy_p1m": -0.21445629925601262, "alpha_c_p1m": -0.21445629925601262, "bench_spy_p1m": -0.0043730880317873755, "bench_c_p1m": -0.0043730880317873755, "ret_p3m": -0.32410840487275516, "ret_signed_p3m": -0.32410840487275516, "alpha_spy_p3m": -0.30484206753523, "alpha_c_p3m": -0.30484206753523, "bench_spy_p3m": -0.01926633733752514, "bench_c_p3m": -0.01926633733752514, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.2188293872878, "alpha_spy_stated": -0.21445629925601262, "alpha_c_stated": -0.21445629925601262, "price_path": [0.4795, 0.5252, 0.4195, 0.3506, 0.3407, 0.3286, 0.3647, 0.3806, 0.3712, 0.3684, 0.3415, 0.2518, 0.2796, 0.2565, 0.2093, 0.2197, 0.188, 0.1659, 0.1735, 0.1507, 0.1061, 0.0602, 0.0859, 0.0713, 0.0744, 0.099, 0.0266, -0.0315, -0.0241, -0.0399, -0.0013, -0.0013, -0.0159, -0.0209, -0.0201, 0.0122, 0.0444, 0.0602, 0.0746, 0.0795, 0.0867, -0.031, -0.0743, -0.0989, -0.0807, -0.1304, -0.1228, -0.0646, -0.0333, -0.0481, -0.0377, -0.0377, -0.0352, -0.048, -0.039, -0.0502, -0.0502, -0.0463, -0.0615, -0.0559, -0.0603, -0.0759, -0.0301, 0.0, -0.0117, -0.0541, -0.0725, -0.0664, -0.0664, -0.121, -0.1505, -0.1295, -0.1345, -0.1087, -0.1455, -0.1558, -0.1743, -0.1959, -0.218, -0.2443, -0.2834, -0.3332, -0.3022, -0.235, -0.2188, -0.2322, -0.2355, -0.2176, -0.2176, -0.2478, -0.237, -0.2352, -0.2765, -0.3096, -0.286, -0.2775, -0.2656, -0.2896, -0.2708, -0.272, -0.2556, -0.2437, -0.2527, -0.2595, -0.2701, -0.203, -0.2224, -0.2422, -0.238, -0.2442, -0.253, -0.2402, -0.2687, -0.2459, -0.2814, -0.2866, -0.3023, -0.3177, -0.3219, -0.2813, -0.2905, -0.2848, -0.2848, -0.2889, -0.3005, -0.2981, -0.3241, -0.323, -0.237, -0.2009, -0.1675, -0.1256, -0.1417, -0.1294, -0.1118, -0.0807, -0.1357, -0.1505, -0.152, -0.1863, -0.1968, -0.2087, -0.1576, -0.1161, -0.0913, -0.0487, -0.046, -0.0393, -0.0497, -0.084, -0.0697, -0.041, -0.054, -0.0851, -0.1103, -0.0775, -0.0696, -0.0583, -0.0583, -0.0535, -0.0638, -0.0013, 0.1069, 0.2166, 0.1991, 0.1292, 0.1587, 0.0476, 0.0385, 0.009, -0.0133, -0.0974, -0.0973, -0.0555, -0.0767, -0.1002, -0.0965, -0.0965, -0.1417, -0.1903, -0.1903, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:1981916963699093691", "ticker_idx": 0, "ts": "2025-10-25T02:53:21+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I am long in $MU, we are not selling until DRAM prices have fully recovered.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Still holding long MU; will not sell until DRAM prices fully recover.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "Remember what I said last year.\n\n\"I am long in $MU, we are not selling until DRAM prices have fully recovered.\" https://t.co/7ZjOjLCNar", "reply_text": null, "parent_text": null, "quoted_text": "So what's up with Micron Technology $MU? Why did so many analysts lower the price targets but still rated it as Bullish? A bit contradicting isn't it? Well, here's the answer.\n\nThe DRAM spot prices have been mostly flat. The 'recovery' didn't come as soon as they initially https://t.co/GgCJ7xL1t0", "parent_author": null, "ret_m1d": -0.004906888731696091, "ret_signed_m1d": -0.004906888731696091, "alpha_spy_m1d": 0.006753213783660783, "alpha_c_m1d": 0.0195415515036923, "bench_spy_m1d": -0.011660102515356874, "bench_c_m1d": -0.02444844023538839, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.008223501735808103, "ret_signed_p1d": 0.008223501735808103, "alpha_spy_p1d": 0.005567485716728271, "alpha_c_p1d": -0.0005834921495091461, "bench_spy_p1d": 0.002656016019079832, "bench_c_p1d": 0.00880699388531725, "ret_p1w": 0.06633337022236452, "ret_signed_p1w": 0.06633337022236452, "alpha_spy_p1w": 0.06910604833682488, "alpha_c_p1w": 0.04921938551349414, "bench_spy_p1w": -0.0027726781144603585, "bench_c_p1w": 0.017113984708870378, "ret_p1m": 0.020127117982570164, "ret_signed_p1m": 0.020127117982570164, "alpha_spy_p1m": 0.035041545123184914, "alpha_c_p1m": 0.07549741791976994, "bench_spy_p1m": -0.01491442714061475, "bench_c_p1m": -0.055370299937199774, "ret_p3m": 0.80709025682051, "ret_signed_p3m": 0.80709025682051, "alpha_spy_p3m": 0.7986612183586608, "alpha_c_p3m": 0.6844769868634224, "bench_spy_p3m": 0.00842903846184928, "bench_c_p3m": 0.12261326995708766, "ret_p6m": 1.0433910756529272, "ret_signed_p6m": 1.0433910756529272, "alpha_spy_p6m": 1.0100464622894323, "alpha_c_p6m": 0.7484368116023223, "bench_spy_p6m": 0.033344613363494924, "bench_c_p6m": 0.2949542640506049, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.020127117982570164, "alpha_spy_stated": 0.035041545123184914, "alpha_c_stated": 0.07549741791976994, "price_path": [-0.479, -0.5044, -0.5238, -0.5107, -0.5048, -0.5061, -0.492, -0.4602, -0.4382, -0.4199, -0.4357, -0.4311, -0.4512, -0.439, -0.4458, -0.4678, -0.4743, -0.4657, -0.4714, -0.471, -0.4654, -0.4461, -0.4596, -0.4596, -0.462, -0.4609, -0.436, -0.4035, -0.4031, -0.3859, -0.3643, -0.3163, -0.2861, -0.2836, -0.2789, -0.2736, -0.2331, -0.2611, -0.2525, -0.2444, -0.2657, -0.2879, -0.2859, -0.2558, -0.2403, -0.1729, -0.1657, -0.1466, -0.1324, -0.1563, -0.107, -0.1262, -0.1749, -0.1242, -0.1501, -0.1279, -0.0798, -0.0805, -0.0606, -0.0809, -0.0983, -0.0608, -0.0049, 0.0, 0.0082, 0.0297, 0.0178, 0.0167, 0.0663, -0.0094, 0.0791, 0.0828, 0.081, 0.1508, 0.0955, 0.1127, 0.0766, 0.1214, 0.0993, 0.0382, 0.0264, -0.0851, -0.0578, 0.0174, 0.0201, 0.0462, 0.0462, 0.0744, 0.0925, 0.0881, 0.0639, 0.0298, 0.0778, 0.1219, 0.1468, 0.1981, 0.1743, 0.0956, 0.0791, 0.0564, 0.0246, 0.1293, 0.2082, 0.2567, 0.2552, 0.3025, 0.3025, 0.2939, 0.338, 0.3301, 0.2973, 0.2973, 0.4337, 0.4188, 0.561, 0.5433, 0.4864, 0.5685, 0.5721, 0.5369, 0.5152, 0.5301, 0.6488, 0.6488, 0.659, 0.7686, 0.8071, 0.8165, 0.7685, 0.8646, 0.9784, 0.9808, 0.8857, 0.9899, 0.9064, 0.7245, 0.7403, 0.794, 0.7431, 0.6965, 0.8651, 0.8816, 0.8711, 0.8711, 0.8171, 0.9133, 0.8969, 0.9461, 0.9134, 0.8999, 0.9499, 0.8888, 0.8743, 0.8757, 0.7257, 0.8216, 0.8047, 0.6831, 0.7695, 0.8322, 0.903, 0.8424, 0.9369, 1.0081, 1.0985, 1.0987, 1.0193, 0.9222, 0.8379, 0.7978, 0.7367, 0.6156, 0.6236, 0.4633, 0.5362, 0.6727, 0.6653, 0.6653, 0.7177, 0.7169, 0.8495, 0.9167, 0.9125, 0.9396, 1.1174, 1.0745, 1.0791, 1.0693, 1.039, 1.0434]}
{"unit_id": "quote:2002264052509389095", "ticker_idx": 0, "ts": "2025-12-20T06:25:25+00:00", "symbol": "RDDT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Launch to $349 Next?", "tweet_type": "prediction", "timeline": "weeks", "summary": "Bullish RDDT to $349 on weekly blue candle + Fib 50% + Bollinger Band contraction setup.", "resolved_tickers": ["RDDT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "quote", "lang": "en", "tweet_text": "🟦 $RDDT (W) BLUE candle -> Fib 50% Challenge -> Bollinger Band Contraction -> Launch to $349 Next?\n\n250+ Weekly Smart Candle Alerts. Free Trial:\nhttps://t.co/UOnxsgc8Ii https://t.co/NgIXc0Pd8A", "reply_text": null, "parent_text": null, "quoted_text": "In a future flooded with indistinguishable AI-generated content, authenticity will become the rarest currency\n\nConviction and lived experiences will reign supreme\n\n$RDDT's chaotic, niche and gloriously human content will quietly become the most valuable data\n\nI've spoken", "parent_author": null, "ret_m1d": 0.00017160002560245857, "ret_signed_m1d": 0.00017160002560245857, "alpha_spy_m1d": 0.006362833704623427, "alpha_c_m1d": 0.004594770429222295, "bench_spy_m1d": -0.006191233679020969, "bench_c_m1d": -0.004423170403619836, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03143893100644923, "ret_signed_p1d": -0.03143893100644923, "alpha_spy_p1d": -0.03600942335377988, "alpha_c_p1d": -0.0376963844669268, "bench_spy_p1d": 0.004570492347330646, "bench_c_p1d": 0.006257453460477569, "ret_p1w": 0.0064336265891817845, "ret_signed_p1w": 0.0064336265891817845, "alpha_spy_p1w": 0.0020237837640868506, "alpha_c_p1w": -0.0041097845353115225, "bench_spy_p1w": 0.004409842825094934, "bench_c_p1w": 0.010543411124493307, "ret_p1m": -0.03341193862347458, "ret_signed_p1m": -0.03341193862347458, "alpha_spy_p1m": -0.022825377023208193, "alpha_c_p1m": -0.00606753135817184, "bench_spy_p1m": -0.010586561600266386, "bench_c_p1m": -0.02734440726530274, "ret_p3m": -0.4075916846109333, "ret_signed_p3m": -0.4075916846109333, "alpha_spy_p3m": -0.3710424399324823, "alpha_c_p3m": -0.37741849792727844, "bench_spy_p3m": -0.036549244678451, "bench_c_p3m": -0.030173186683654873, "ret_p6m": -0.24773749096678355, "ret_signed_p6m": -0.24773749096678355, "alpha_spy_p6m": -0.3463739680670139, "alpha_c_p6m": -0.21360776243883417, "bench_spy_p6m": 0.09863647710023038, "bench_c_p6m": -0.03412972852794938, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.03341193862347458, "alpha_spy_stated": -0.022825377023208193, "alpha_c_stated": -0.00606753135817184, "price_path": [0.0109, -0.0017, 0.0299, 0.0379, -0.0136, -0.131, -0.1382, -0.1113, -0.1266, -0.1168, -0.1324, -0.092, -0.1484, -0.1264, -0.1578, -0.1389, -0.1466, -0.1638, -0.1315, -0.1177, -0.1548, -0.1387, -0.0813, -0.0597, -0.0866, -0.096, -0.1661, -0.1038, -0.1208, -0.1946, -0.1582, -0.2124, -0.1654, -0.1242, -0.107, -0.1301, -0.1876, -0.1709, -0.1956, -0.2036, -0.1946, -0.2199, -0.213, -0.1636, -0.0629, -0.1098, -0.1098, -0.0715, -0.0418, -0.0446, -0.0528, -0.0446, 0.0041, 0.0163, 0.0127, 0.0213, 0.0017, -0.0359, -0.0628, -0.0392, -0.0249, -0.0078, 0.0002, 0.0, -0.0314, -0.0313, -0.0313, -0.0317, 0.0064, 0.0009, -0.0141, -0.0141, 0.0375, 0.0468, 0.0886, 0.0959, 0.0892, 0.0489, 0.0466, 0.1106, 0.0825, -0.0189, -0.0092, -0.0092, -0.0334, -0.0987, -0.0798, -0.0612, -0.0837, -0.1581, -0.1716, -0.1849, -0.2268, -0.2402, -0.2905, -0.3451, -0.3521, -0.4003, -0.3921, -0.3567, -0.4026, -0.4378, -0.401, -0.401, -0.4028, -0.3675, -0.3732, -0.3559, -0.389, -0.3906, -0.3581, -0.3513, -0.3746, -0.369, -0.3751, -0.3683, -0.3809, -0.4021, -0.4044, -0.4247, -0.4119, -0.4328, -0.4323, -0.3995, -0.381, -0.3876, -0.4076, -0.4002, -0.3954, -0.4162, -0.4011, -0.4542, -0.4774, -0.4676, -0.4225, -0.4159, -0.4167, -0.4167, -0.4066, -0.3946, -0.3781, -0.4065, -0.4007, -0.3594, -0.3372, -0.3203, -0.3032, -0.2974, -0.2868, -0.3274, -0.2953, -0.3439, -0.3357, -0.3128, -0.3655, -0.3663, -0.3685, -0.286, -0.2748, -0.2639, -0.2856, -0.2968, -0.3318, -0.3158, -0.3466, -0.339, -0.3296, -0.3216, -0.3176, -0.3357, -0.3707, -0.3565, -0.3924, -0.3924, -0.3796, -0.3387, -0.2808, -0.2451, -0.2372, -0.2746, -0.273, -0.2112, -0.2561, -0.266, -0.2361, -0.2614, -0.2569, -0.3047, -0.2199, -0.2477]}
{"unit_id": "orig:1975011480677585093", "ticker_idx": 0, "ts": "2025-10-06T01:33:25+00:00", "symbol": "LLY", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$LLY Buy at (D), Trim at Upper Bollinger Band and Exit at (D) PINK. Bollinger Band Expansion = High probability of Rally", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Buy LLY on Bollinger Band expansion signal; high probability of rally per chart setup.", "resolved_tickers": ["LLY"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "original", "lang": "en", "tweet_text": "🟦 $LLY Buy at (D), Trim at Upper Bollinger Band and Exit at (D) PINK. Rinse and repeat for easy profits 💰💷\n\nBollinger Band Expansion = High probability of Rally\n\n250+ Daily BLUE Candle Alerts. Free Trial:\nhttps://t.co/ZQDP5HCFyq https://t.co/59pPDV3rdk", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.0061297374606816835, "ret_signed_m1d": -0.0061297374606816835, "alpha_spy_m1d": -0.0025563725131587667, "alpha_c_m1d": -0.0025563725131587667, "bench_spy_m1d": -0.0035733649475229168, "bench_c_m1d": -0.0035733649475229168, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.001680330602433222, "ret_signed_p1d": -0.001680330602433222, "alpha_spy_p1d": 0.002027091655093738, "alpha_c_p1d": 0.002027091655093738, "bench_spy_p1d": -0.00370742225752696, "bench_c_p1d": -0.00370742225752696, "ret_p1w": -0.030353076274395208, "ret_signed_p1w": -0.030353076274395208, "alpha_spy_p1w": -0.017592707976905597, "alpha_c_p1w": -0.017592707976905597, "bench_spy_p1w": -0.01276036829748961, "bench_c_p1w": -0.01276036829748961, "ret_p1m": 0.07314366180704779, "ret_signed_p1m": 0.07314366180704779, "alpha_spy_p1m": 0.06773876062414552, "alpha_c_p1m": 0.06773876062414552, "bench_spy_p1m": 0.005404901182902266, "bench_c_p1m": 0.005404901182902266, "ret_p3m": 0.2736032124855414, "ret_signed_p3m": 0.2736032124855414, "alpha_spy_p3m": 0.25525174720615573, "alpha_c_p3m": 0.25525174720615573, "bench_spy_p3m": 0.018351465279385692, "bench_c_p3m": 0.018351465279385692, "ret_p6m": 0.09183864616680748, "ret_signed_p6m": 0.09183864616680748, "alpha_spy_p6m": 0.11799512412665869, "alpha_c_p6m": 0.11799512412665869, "bench_spy_p6m": -0.02615647795985121, "bench_c_p6m": -0.02615647795985121, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.07314366180704779, "alpha_spy_stated": 0.06773876062414552, "alpha_c_stated": 0.06773876062414552, "price_path": [-0.0708, -0.0664, -0.0636, -0.0562, -0.0887, -0.0674, -0.1008, -0.0888, -0.1, -0.0832, -0.0567, -0.049, -0.0404, -0.0458, -0.0991, -0.1025, -0.1261, -0.0999, -0.092, -0.0956, -0.1187, -0.2433, -0.2613, -0.25, -0.245, -0.2201, -0.1918, -0.1702, -0.174, -0.1678, -0.1652, -0.16, -0.1578, -0.1772, -0.129, -0.1312, -0.1338, -0.1331, -0.1331, -0.13, -0.1269, -0.1209, -0.1394, -0.1259, -0.1118, -0.107, -0.105, -0.1061, -0.1146, -0.0951, -0.1005, -0.0972, -0.1101, -0.1066, -0.1161, -0.1221, -0.1544, -0.1426, -0.1403, -0.0971, -0.0232, -0.0298, -0.0061, 0.0, -0.0017, 0.0008, 0.0122, -0.0137, -0.0304, -0.0387, -0.0219, -0.0304, -0.05, -0.0427, -0.0538, -0.0386, -0.0284, -0.0232, -0.0221, -0.0295, -0.0373, -0.0007, 0.0211, 0.0609, 0.0731, 0.0956, 0.1093, 0.0939, 0.1439, 0.1699, 0.2044, 0.2104, 0.2151, 0.2108, 0.2207, 0.2439, 0.2364, 0.2559, 0.2682, 0.3154, 0.3088, 0.3088, 0.2745, 0.2537, 0.2398, 0.2249, 0.2023, 0.1973, 0.1822, 0.164, 0.1776, 0.1962, 0.2177, 0.2588, 0.2494, 0.2346, 0.2525, 0.2698, 0.2757, 0.27, 0.2763, 0.2763, 0.2772, 0.2784, 0.2796, 0.2736, 0.2736, 0.2803, 0.2343, 0.261, 0.3132, 0.2861, 0.2604, 0.2811, 0.2766, 0.272, 0.2242, 0.2306, 0.2306, 0.234, 0.2782, 0.2887, 0.2613, 0.2595, 0.2319, 0.2133, 0.2137, 0.2291, 0.2374, 0.1892, 0.312, 0.2098, 0.254, 0.238, 0.2147, 0.2031, 0.2305, 0.2346, 0.2346, 0.2299, 0.2115, 0.2146, 0.1984, 0.2566, 0.2371, 0.2213, 0.2132, 0.2488, 0.2084, 0.1963, 0.1913, 0.1672, 0.1756, 0.197, 0.1887, 0.1869, 0.1601, 0.1694, 0.1742, 0.1044, 0.0898, 0.0891, 0.0763, 0.0809, 0.072, 0.0877, 0.0648, 0.0425, 0.0525, 0.0918]}
{"unit_id": "quote:2015613832237023514", "ticker_idx": 0, "ts": "2026-01-26T02:32:40+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Micron scored 9, highest among its peers.", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Shares LSEG research giving MU the highest score among peers across earnings, fundamentals, valuation, momentum, and insider trading.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU London Stock Exchange Group (LSEG) just dropped a Research Report on Micron.\n\nMicron scored 9, highest among its peers.\n\nThe average score combines the quantitative analysis of six factors: Earnings, Fundamental, Relative Valuation, Risk, Price Momentum and Insider Trading. https://t.co/7hSmIX2lSh", "reply_text": null, "parent_text": null, "quoted_text": "$MU How acute is that shortage?\n\n\"For several of our key customers, in the medium term, we are able to support 50% to 2/3 of their demands.\"\n\n\"That's why we're really focused on bringing up the supply.\" (Referring to the megafab constructions in ID and NY)\n\n-Micron CEO Sanjay https://t.co/nGuXimO3on", "parent_author": null, "ret_m1d": 0.02714026854416307, "ret_signed_m1d": 0.02714026854416307, "alpha_spy_m1d": 0.03219284216618923, "alpha_c_m1d": 0.023955902187538847, "bench_spy_m1d": -0.0050525736220261575, "bench_c_m1d": 0.003184366356624224, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05435759085969649, "ret_signed_p1d": 0.05435759085969649, "alpha_spy_p1d": 0.05037342548122559, "alpha_c_p1d": 0.03322025441476706, "bench_spy_p1d": 0.003984165378470905, "bench_c_p1d": 0.021137336444929433, "ret_p1w": 0.12518954482328515, "ret_signed_p1w": 0.12518954482328515, "alpha_spy_p1w": 0.12132088303871202, "alpha_c_p1w": 0.10224687963987589, "bench_spy_p1w": 0.003868661784573124, "bench_c_p1w": 0.02294266518340926, "ret_p1m": 0.07432730762902162, "ret_signed_p1m": 0.07432730762902162, "alpha_spy_p1m": 0.08209377282576924, "alpha_c_p1m": 0.02332686641656423, "bench_spy_p1m": -0.007766465196747618, "bench_c_p1m": 0.05100044121245739, "ret_p3m": 0.2385884502360145, "ret_signed_p3m": 0.2385884502360145, "alpha_spy_p3m": 0.21310263538827545, "alpha_c_p3m": 0.030399299103990085, "bench_spy_p3m": 0.02548581484773904, "bench_c_p3m": 0.2081891511320244, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.07432730762902162, "alpha_spy_stated": 0.08209377282576924, "alpha_c_stated": 0.02332686641656423, "price_path": [-0.4178, -0.4245, -0.4251, -0.397, -0.4399, -0.3898, -0.3877, -0.3888, -0.3493, -0.3806, -0.3708, -0.3913, -0.3659, -0.3784, -0.413, -0.4196, -0.4827, -0.4673, -0.4247, -0.4232, -0.4084, -0.4084, -0.3925, -0.3822, -0.3847, -0.3984, -0.4177, -0.3906, -0.3656, -0.3515, -0.3225, -0.336, -0.3805, -0.3898, -0.4027, -0.4206, -0.3615, -0.3168, -0.2894, -0.2902, -0.2635, -0.2635, -0.2684, -0.2434, -0.2479, -0.2665, -0.2665, -0.1893, -0.1977, -0.1174, -0.1273, -0.1595, -0.1131, -0.1111, -0.131, -0.1433, -0.1348, -0.0677, -0.0677, -0.0619, 0.0001, 0.0218, 0.0271, 0.0, 0.0544, 0.1187, 0.12, 0.0663, 0.1252, 0.078, -0.0249, -0.0159, 0.0144, -0.0144, -0.0407, 0.0546, 0.0639, 0.058, 0.058, 0.0275, 0.0819, 0.0726, 0.1004, 0.0819, 0.0743, 0.1026, 0.068, 0.0598, 0.0606, -0.0242, 0.03, 0.0205, -0.0483, 0.0006, 0.036, 0.0761, 0.0418, 0.0952, 0.1355, 0.1866, 0.1867, 0.1418, 0.0869, 0.0392, 0.0166, -0.018, -0.0864, -0.0819, -0.1726, -0.1314, -0.0542, -0.0583, -0.0583, -0.0287, -0.0292, 0.0458, 0.0838, 0.0814, 0.0968, 0.1973, 0.173, 0.1756, 0.1701, 0.153, 0.1554, 0.2534, 0.2386, 0.2772, 0.3487, 0.2966, 0.3331, 0.3297, 0.3941, 0.4822, 0.6461, 0.7139, 0.6626, 0.9202, 1.0449, 0.971, 1.0663, 0.9953, 0.8632, 0.7524, 0.7966, 0.8821, 0.9595, 0.931, 0.931, 1.3035, 1.3871, 1.3745, 1.4966, 1.6625, 1.736, 1.7758, 1.5609, 1.2215, 1.4408, 1.4063, 1.2932, 1.5606, 1.5239, 1.7974, 1.6246, 1.6822, 1.9157, 1.9157, 2.1147, 1.7043, 1.7043, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2003159715371712806", "ticker_idx": 0, "ts": "2025-12-22T17:44:27+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "We could be in for a climb... Market has no idea what HBM means to the Memory Industry. DRAM demand will never be the same again.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish MU: HBM transforms DRAM demand permanently; technical breakout continuation expected.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "🟦🟩 $MU We could be in for a climb\n\nBLUE Candle -> Upper Bollinger Band Re-test\n\nMarket has no idea what HBM means to the Memory Industry. DRAM demand will never be the same again.\n\n250+ Daily BLUE Candle Alerts. Free Trial: https://t.co/UOnxsgc8Ii https://t.co/PvDnUJdv7j", "reply_text": null, "parent_text": null, "quoted_text": "🟦 $MU+$22 surge since the BLUE candle\n~$270 AH closing outside the upper BB (strength)\nConstructive volume surge backing the move  \nFib 100% Re-test → Breakout Continuation?\n\n250+ Daily BLUE Candle Alerts. Free Trial:\nhttps://t.co/ZQDP5HCFyq https://t.co/ZoQpfdSQ4g", "parent_author": null, "ret_m1d": -0.03857688692939154, "ret_signed_m1d": -0.03857688692939154, "alpha_spy_m1d": -0.03238565325037057, "alpha_c_m1d": -0.025857920980627447, "bench_spy_m1d": -0.006191233679020969, "bench_c_m1d": -0.012718965948764094, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0011569333679481986, "ret_signed_p1d": -0.0011569333679481986, "alpha_spy_p1d": -0.005727425715278844, "alpha_c_p1d": -0.010776036336136885, "bench_spy_p1d": 0.004570492347330646, "bench_c_p1d": 0.009619102968188686, "ret_p1w": 0.06471284763628149, "ret_signed_p1w": 0.06471284763628149, "alpha_spy_p1w": 0.060303004811186556, "alpha_c_p1w": 0.05217467945448262, "bench_spy_p1w": 0.004409842825094934, "bench_c_p1w": 0.01253816818179887, "ret_p1m": 0.3201759263113946, "ret_signed_p1m": 0.3201759263113946, "alpha_spy_p1m": 0.33076248791166096, "alpha_c_p1m": 0.23485482150214, "bench_spy_p1m": -0.010586561600266386, "bench_c_p1m": 0.08532110480925459, "ret_p3m": 0.6068891257649625, "ret_signed_p3m": 0.6068891257649625, "alpha_spy_p3m": 0.6434383704434135, "alpha_c_p3m": 0.5089741965866124, "bench_spy_p3m": -0.036549244678451, "bench_c_p3m": 0.0979149291783501, "ret_p6m": 2.6935585302606486, "ret_signed_p6m": 2.6935585302606486, "alpha_spy_p6m": 2.5949220531604182, "alpha_c_p6m": 1.9810203620788498, "bench_spy_p6m": 0.09863647710023038, "bench_c_p6m": 0.7125381681817988, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.3201759263113946, "alpha_spy_stated": 0.33076248791166096, "alpha_c_stated": 0.23485482150214, "price_path": [-0.4157, -0.4333, -0.4318, -0.4078, -0.3954, -0.3419, -0.3361, -0.3209, -0.3096, -0.3286, -0.2894, -0.3046, -0.3434, -0.303, -0.3237, -0.306, -0.2678, -0.2683, -0.2524, -0.2686, -0.2824, -0.2526, -0.2081, -0.2042, -0.1977, -0.1806, -0.1901, -0.191, -0.1515, -0.2117, -0.1413, -0.1383, -0.1398, -0.0842, -0.1283, -0.1146, -0.1433, -0.1076, -0.1252, -0.1739, -0.1832, -0.272, -0.2503, -0.1904, -0.1882, -0.1675, -0.1675, -0.145, -0.1306, -0.1341, -0.1534, -0.1806, -0.1423, -0.1073, -0.0874, -0.0466, -0.0655, -0.1282, -0.1413, -0.1594, -0.1846, -0.1014, -0.0386, 0.0, -0.0012, 0.0365, 0.0365, 0.0296, 0.0647, 0.0584, 0.0323, 0.0323, 0.1408, 0.129, 0.2422, 0.2281, 0.1828, 0.2482, 0.251, 0.223, 0.2057, 0.2176, 0.312, 0.312, 0.3202, 0.4074, 0.438, 0.4455, 0.4073, 0.4838, 0.5744, 0.5762, 0.5006, 0.5835, 0.5171, 0.3723, 0.3849, 0.4276, 0.3871, 0.35, 0.4842, 0.4973, 0.4889, 0.4889, 0.446, 0.5225, 0.5095, 0.5487, 0.5226, 0.5119, 0.5517, 0.503, 0.4915, 0.4926, 0.3733, 0.4496, 0.4361, 0.3393, 0.4081, 0.458, 0.5144, 0.4661, 0.5413, 0.598, 0.6699, 0.67, 0.6069, 0.5296, 0.4625, 0.4306, 0.382, 0.2857, 0.292, 0.1644, 0.2225, 0.331, 0.3252, 0.3252, 0.3669, 0.3663, 0.4717, 0.5252, 0.5219, 0.5435, 0.685, 0.6508, 0.6545, 0.6466, 0.6226, 0.6261, 0.7639, 0.7431, 0.7974, 0.8981, 0.8247, 0.876, 0.8713, 0.962, 1.0858, 1.3165, 1.412, 1.3398, 1.7023, 1.8779, 1.7738, 1.9079, 1.8079, 1.6221, 1.4661, 1.5283, 1.6487, 1.7576, 1.7174, 1.7174, 2.2417, 2.3594, 2.3417, 2.5135, 2.7469, 2.8504, 2.9064, 2.604, 2.1264, 2.4349, 2.3865, 2.2272, 2.6035, 2.5519, 2.9368, 2.6936]}
{"unit_id": "quote:2010033401454313484", "ticker_idx": 0, "ts": "2026-01-10T16:58:02+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU Fresh New Price Targets, Last 7 Days … UBS Group $300 → $400 … Piper Sandler $275 → $400 … Mizuho Securities $290 → $390 … Bernstein $270 → $330", "tweet_type": "news_reaction", "timeline": "quarters", "summary": "Author shares multiple analyst PT upgrades on MU (to $330–$400) citing AI-driven DRAM shortage, sold-out HBM capacity through 2026, and strong earnings expectations; implicitly endorses bullish thesis.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU Fresh New Price Targets, Last 7 Days\n\nUBS Group\n$300 → $400\nHighlighted AI-driven DRAM shortage, reduced cyclicality, faster HBM obsolescence limiting inventory risk, and strong earnings expectations (raised 2026 EPS to ~$45 and 2027 to ~$60)\n\nPiper Sandler\n$275 → $400\nNoted tight memory supply (sold-out for 2026), limited ability to add capacity, strong pricing for high-value products like HBM4, and ~20% supply increase planned vs. 2025.\n\nMizuho Securities\n$290 → $390\nEmphasized AI accelerators, optical interconnects, tight DRAM/NAND supply, strong pricing power, attractive valuations, and Micron as a key beneficiary of the AI memory supercycle.\n\nBernstein\n$270 → $330\nCited durable AI demand, sold-out HBM capacity through 2026, and accelerating DRAM prices.", "reply_text": null, "parent_text": null, "quoted_text": "$MU: $75B Market Cap, $8.1B revenue last qtr\n$AMD: $138B Market Cap, $7.8B revenue last qtr\n$PLTR: $213B Market Cap, $0.8B revenue last qtr\n\nYou can't undo what you've seen.\nMicron is the Bargain of the Century.", "parent_author": null, "ret_m1d": -0.0022551554638750027, "ret_signed_m1d": -0.0022551554638750027, "alpha_spy_m1d": -0.0006871848559977245, "alpha_c_m1d": 0.0014309204791634889, "bench_spy_m1d": -0.0015679706078772782, "bench_c_m1d": -0.0036860759430384915, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.02237836632576584, "ret_signed_p1d": -0.02237836632576584, "alpha_spy_p1d": -0.02037885956038399, "alpha_c_p1d": -0.024605354266768242, "bench_spy_p1d": -0.0019995067653818532, "bench_c_p1d": 0.0022269879410024007, "ret_p1w": 0.048804501907498965, "ret_signed_p1w": 0.048804501907498965, "alpha_spy_p1w": 0.0538393257897285, "alpha_c_p1w": 0.02389790564702321, "bench_spy_p1w": -0.005034823882229533, "bench_c_p1w": 0.024906596260475755, "ret_p1m": 0.0791626830559422, "ret_signed_p1m": 0.0791626830559422, 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{"unit_id": "quote:1986288054299205852", "ticker_idx": 0, "ts": "2025-11-06T04:22:30+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU 6-month return is 195% … It's just beginning", "tweet_type": "prediction", "timeline": "months", "summary": "Bullish MU: outperformed NVDA/AMD/AVGO/TSM over 6 months and the run is just beginning on HBM ramp + DRAM/NAND price surge.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU 6-month return is 195%\n\nMuch higher than $NVDA $AMD $AVGO $TSM\n\nIt's just beginning https://t.co/nS1EWwybOC", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": -0.003482561019627184, "ret_signed_m1d": -0.003482561019627184, "alpha_spy_m1d": -0.014328199885155657, "alpha_c_m1d": -0.027436528080437395, "bench_spy_m1d": 0.010845638865528473, "bench_c_m1d": 0.02395396706081021, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0017202633982323912, "ret_signed_p1d": -0.0017202633982323912, "alpha_spy_p1d": -0.0027047365770075382, "alpha_c_p1d": 0.006739099199402854, "bench_spy_p1d": 0.000984473178775147, "bench_c_p1d": -0.008459362597635245, "ret_p1w": -0.005790278317177822, "ret_signed_p1w": -0.005790278317177822, "alpha_spy_p1w": -0.008371134936458469, "alpha_c_p1w": 0.012068385743701615, "bench_spy_p1w": 0.002580856619280647, "bench_c_p1w": -0.017858664060879437, "ret_p1m": -0.004657340665144116, "ret_signed_p1m": -0.004657340665144116, "alpha_spy_p1m": -0.027601817956984465, "alpha_c_p1m": -0.04262485452946041, "bench_spy_p1m": 0.02294447729184035, "bench_c_p1m": 0.037967513864316293, "ret_p3m": 0.7606238135023535, "ret_signed_p3m": 0.7606238135023535, "alpha_spy_p3m": 0.7289109789026613, "alpha_c_p3m": 0.6243983342011066, "bench_spy_p3m": 0.03171283459969221, "bench_c_p3m": 0.13622547930124695, "ret_p6m": 1.276914157465967, "ret_signed_p6m": 1.276914157465967, "alpha_spy_p6m": 1.1956930545034583, "alpha_c_p6m": 0.820289502346365, "bench_spy_p6m": 0.08122110296250873, "bench_c_p6m": 0.45662465511960204, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.004657340665144116, "alpha_spy_stated": -0.027601817956984465, "alpha_c_stated": -0.04262485452946041, "price_path": [-0.4812, -0.4643, -0.4789, -0.4746, -0.4932, -0.4819, -0.4882, -0.5085, -0.5145, -0.5065, -0.5118, -0.5115, -0.5062, -0.4884, -0.501, -0.501, -0.5032, -0.5022, -0.4792, -0.4491, -0.4488, -0.4329, -0.4129, -0.3686, -0.3407, -0.3384, -0.334, -0.3291, -0.2918, -0.3176, -0.3097, -0.3022, -0.3219, -0.3424, -0.3405, -0.3127, -0.2984, -0.2362, -0.2295, -0.2119, -0.1988, -0.2209, -0.1753, -0.193, -0.238, -0.1912, -0.2151, -0.1946, -0.1502, -0.1508, -0.1324, -0.1512, -0.1672, -0.1327, -0.081, -0.0765, -0.0689, -0.0491, -0.0601, -0.0611, -0.0152, -0.0852, -0.0035, 0.0, -0.0017, 0.0628, 0.0117, 0.0276, -0.0058, 0.0357, 0.0152, -0.0412, -0.0521, -0.1551, -0.1299, -0.0604, -0.0579, -0.0339, -0.0339, -0.0078, 0.0089, 0.0049, -0.0175, -0.049, -0.0047, 0.036, 0.0591, 0.1065, 0.0845, 0.0118, -0.0035, -0.0244, -0.0537, 0.0429, 0.1158, 0.1605, 0.1592, 0.2029, 0.2029, 0.1949, 0.2356, 0.2283, 0.198, 0.198, 0.324, 0.3103, 0.4416, 0.4253, 0.3727, 0.4485, 0.4518, 0.4193, 0.3993, 0.413, 0.5227, 0.5227, 0.5321, 0.6333, 0.6689, 0.6776, 0.6332, 0.722, 0.8271, 0.8293, 0.7415, 0.8377, 0.7606, 0.5926, 0.6072, 0.6567, 0.6098, 0.5667, 0.7224, 0.7377, 0.728, 0.728, 0.6781, 0.767, 0.7519, 0.7973, 0.767, 0.7546, 0.8008, 0.7443, 0.7309, 0.7322, 0.5937, 0.6823, 0.6666, 0.5544, 0.6342, 0.6921, 0.7575, 0.7015, 0.7887, 0.8545, 0.938, 0.9381, 0.8648, 0.7751, 0.6973, 0.6603, 0.6038, 0.4921, 0.4995, 0.3513, 0.4187, 0.5447, 0.538, 0.538, 0.5863, 0.5856, 0.708, 0.7701, 0.7662, 0.7913, 0.9555, 0.9159, 0.9201, 0.911, 0.8831, 0.8871, 1.0471, 1.0229, 1.0859, 1.2028, 1.1177, 1.1772, 1.1717, 1.2769]}
{"unit_id": "quote:2026392640032489789", "ticker_idx": 0, "ts": "2026-02-24T20:23:48+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Good luck shorting this tectonic shift", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish MU/SNDK/EWY on HBM-driven tectonic shift; dismisses shorting the trend.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "Good luck shorting this tectonic shift\n$MU $SNDK $EWY https://t.co/cFZCKA1O6g", "reply_text": null, "parent_text": null, "quoted_text": "🤯 Get ready to be MIND BLOWN\n\nForward P/S and PE ratios\n$MU: 2.2 and 11.7\n$AMD: 6.1 and 21.7\n$NVDA: 12.3 and 25.3\n$AVGO: 17.1 and 29.4\n$PLTR: 68.8 and 172.4\n\nMicron HBM revenue grew 52% sequentially. These chips directly enable Blackwell and Rubin GPUs, the center of AI https://t.co/C4BLuZfIzA", "parent_author": null, "ret_m1d": 0.007081203073417308, "ret_signed_m1d": 0.007081203073417308, "alpha_spy_m1d": 0.014297228838791032, "alpha_c_m1d": 0.022063545673927654, "bench_spy_m1d": -0.007216025765373724, "bench_c_m1d": -0.014982342600510345, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.026291229659060944, "ret_signed_p1d": 0.026291229659060944, "alpha_spy_p1d": 0.01785292335852251, "alpha_c_p1d": 0.009591163004698533, "bench_spy_p1d": 0.008438306300538434, "bench_c_p1d": 0.01670006665436241, "ret_p1w": -0.09169636857635344, "ret_signed_p1w": -0.09169636857635344, "alpha_spy_p1w": -0.08148338092618956, "alpha_c_p1w": -0.024657515016824783, "bench_spy_p1w": -0.010212987650163874, "bench_c_p1w": -0.06703885355952865, "ret_p1m": -0.08593093575623012, "ret_signed_p1m": -0.08593093575623012, "alpha_spy_p1m": -0.04412371025002415, "alpha_c_p1m": -0.03788242332069569, "bench_spy_p1m": -0.04180722550620597, "bench_c_p1m": -0.04804851243553443, "ret_p3m": 0.7973624704198194, "ret_signed_p3m": 0.7973624704198194, "alpha_spy_p3m": 0.7095958185213345, "alpha_c_p3m": 0.4224221080545252, "bench_spy_p3m": 0.08776665189848498, "bench_c_p3m": 0.37494036236529427, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.08593093575623012, "alpha_spy_stated": -0.04412371025002415, "alpha_c_stated": -0.03788242332069569, "price_path": [-0.4494, -0.4345, -0.425, -0.4273, -0.44, -0.458, -0.4327, -0.4095, -0.3964, -0.3694, -0.3819, -0.4234, -0.4321, -0.444, -0.4607, -0.4056, -0.3641, -0.3386, -0.3393, -0.3145, -0.3145, -0.319, -0.2958, -0.2999, -0.3172, -0.3172, -0.2454, -0.2532, -0.1784, -0.1877, -0.2177, -0.1744, -0.1726, -0.1911, -0.2025, -0.1947, -0.1322, -0.1322, -0.1268, -0.0691, -0.0489, -0.0439, -0.0692, -0.0186, 0.0413, 0.0425, -0.0075, 0.0473, 0.0034, -0.0924, -0.084, -0.0558, -0.0826, -0.1071, -0.0183, -0.0097, -0.0152, -0.0152, -0.0436, 0.007, -0.0016, 0.0243, 0.0071, 0.0, 0.0263, -0.0059, -0.0135, -0.0128, -0.0917, -0.0412, -0.0501, -0.1141, -0.0686, -0.0356, 0.0016, -0.0303, 0.0194, 0.0569, 0.1045, 0.1046, 0.0628, 0.0117, -0.0327, -0.0538, -0.0859, -0.1496, -0.1454, -0.2298, -0.1915, -0.1196, -0.1235, -0.1235, -0.0959, -0.0963, -0.0266, 0.0088, 0.0066, 0.0209, 0.1145, 0.0919, 0.0943, 0.0891, 0.0732, 0.0755, 0.1667, 0.1529, 0.1888, 0.2554, 0.2069, 0.2408, 0.2377, 0.2977, 0.3796, 0.5322, 0.5953, 0.5476, 0.7873, 0.9035, 0.8347, 0.9233, 0.8572, 0.7343, 0.6311, 0.6723, 0.7519, 0.8239, 0.7974, 0.7974, 1.1441, 1.222, 1.2103, 1.3239, 1.4783, 1.5467, 1.5837, 1.3837, 1.0678, 1.2719, 1.2399, 1.1345, 1.3834, 1.3493, 1.6039, 1.443, 1.4967, 1.714, 1.714, 1.8992, 1.5172, 1.5172, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2026392640032489789", "ticker_idx": 1, "ts": "2026-02-24T20:23:48+00:00", "symbol": "SNDK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Good luck shorting this tectonic shift $MU $SNDK $EWY", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish MU/SNDK/EWY on HBM-driven tectonic shift; dismisses shorting the trend.", "resolved_tickers": ["SNDK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "quote", "lang": "en", "tweet_text": "Good luck shorting this tectonic shift\n$MU $SNDK $EWY https://t.co/cFZCKA1O6g", "reply_text": null, "parent_text": null, "quoted_text": "🤯 Get ready to be MIND BLOWN\n\nForward P/S and PE ratios\n$MU: 2.2 and 11.7\n$AMD: 6.1 and 21.7\n$NVDA: 12.3 and 25.3\n$AVGO: 17.1 and 29.4\n$PLTR: 68.8 and 172.4\n\nMicron HBM revenue grew 52% sequentially. These chips directly enable Blackwell and Rubin GPUs, the center of AI https://t.co/C4BLuZfIzA", "parent_author": null, "ret_m1d": 0.04380437550518512, "ret_signed_m1d": 0.04380437550518512, "alpha_spy_m1d": 0.051020401270558846, "alpha_c_m1d": 0.056632306447424674, "bench_spy_m1d": -0.007216025765373724, "bench_c_m1d": -0.012827930942239552, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.009616009616965515, "ret_signed_p1d": -0.009616009616965515, "alpha_spy_p1d": -0.01805431591750395, "alpha_c_p1d": -0.02878634239821065, "bench_spy_p1d": 0.008438306300538434, "bench_c_p1d": 0.019170332781245136, "ret_p1w": -0.11449922343921226, "ret_signed_p1w": -0.11449922343921226, "alpha_spy_p1w": -0.10428623578904839, "alpha_c_p1w": -0.09440221520236358, "bench_spy_p1w": -0.010212987650163874, "bench_c_p1w": -0.02009700823684868, "ret_p1m": 0.06161117054590193, "ret_signed_p1m": 0.06161117054590193, "alpha_spy_p1m": 0.1034183960521079, "alpha_c_p1m": 0.08577002807421075, "bench_spy_p1m": -0.04180722550620597, "bench_c_p1m": -0.02415885752830882, "ret_p3m": 1.3158082693973872, "ret_signed_p3m": 1.3158082693973872, "alpha_spy_p3m": 1.2280416174989022, "alpha_c_p3m": 1.0286484310167374, "bench_spy_p3m": 0.08776665189848498, "bench_c_p3m": 0.28715983838064973, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.06161117054590193, "alpha_spy_stated": 0.1034183960521079, "alpha_c_stated": 0.08577002807421075, "price_path": [-0.6632, -0.6503, -0.6708, -0.6784, -0.6956, -0.6659, -0.6422, -0.6469, -0.6563, -0.6353, -0.6216, -0.6771, -0.6838, -0.6722, -0.6761, -0.6563, -0.6279, -0.6225, -0.6165, -0.6083, -0.6083, -0.6084, -0.6175, -0.6238, -0.6282, -0.6282, -0.5689, -0.5708, -0.4524, -0.4463, -0.4761, -0.4089, -0.3904, -0.3895, -0.3926, -0.3591, -0.3522, -0.3522, -0.2904, -0.2149, -0.2116, -0.2579, -0.2627, -0.246, -0.1737, -0.1554, -0.0975, 0.0418, 0.0893, -0.0845, -0.0976, -0.0635, -0.0863, -0.1517, -0.0614, -0.0129, -0.0187, -0.0187, -0.0751, -0.0597, -0.0273, 0.0179, 0.0438, 0.0, -0.0096, 0.021, -0.0049, -0.0304, -0.1145, -0.0618, -0.1142, -0.1741, -0.078, -0.0307, 0.0265, -0.0309, 0.0362, 0.102, 0.1279, 0.1804, 0.2092, 0.1115, 0.1002, 0.1002, 0.0616, -0.0554, -0.0355, -0.1034, -0.005, 0.0849, 0.0988, 0.0988, 0.1349, 0.1132, 0.223, 0.3337, 0.334, 0.4917, 0.4791, 0.3965, 0.44, 0.4424, 0.4299, 0.415, 0.5333, 0.4603, 0.5503, 0.6761, 0.5698, 0.6667, 0.7173, 0.859, 0.9668, 1.2025, 1.2082, 1.0985, 1.4468, 1.4237, 1.274, 1.2665, 1.1655, 1.2045, 1.0877, 1.1664, 1.1809, 1.4153, 1.3158, 1.3158, 1.4894, 1.49, 1.571, 1.6545, 1.7586, 1.688, 1.8684, 1.7559, 1.4421, 1.5716, 1.5787, 1.5735, 1.9467, 2.1011, 2.3012, 2.119, 2.0677, 2.4216, 2.4216, 2.5609, 2.0752, 2.0752, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2029787410293477609", "ticker_idx": 0, "ts": "2026-03-06T05:13:24+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Aletheia Capital raised PT to $650. Street high. 63% upside from here. Tripled FY27 EPS estimate. Aletheia said Agentic AI is consuming memory at a scale nobody fully priced in yet.", "tweet_type": "news_reaction", "timeline": "quarters", "summary": "Shares/endorses Aletheia Capital's street-high $650 PT on MU, 63% upside, on Agentic AI memory demand thesis.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU Aletheia Capital raised PT to $650. Street high. 63% upside from here. Tripled FY27 EPS estimate. \n\nAletheia said Agentic AI is consuming memory at a scale nobody fully priced in yet. The AI plumbing boom is just getting started.\n\nStifel raised it to $550. March Raised PTs👇 https://t.co/fLbKCxbGp9", "reply_text": null, "parent_text": null, "quoted_text": "$MU PT Revisions for February\n\nTD Cowen: $600\nDeutsche Bank: $500\nPhillip Securities: $500\nMorgan Stanley $450\nNeedham & Company: $450\nUBS: $450\n\nNone of these imply forward P/E expansions beyond the \"old cyclical\" valuations. It's currently ~12x, well below sector median. https://t.co/hFxocorJHR", "parent_author": null, "ret_m1d": 0.07223873238246359, "ret_signed_m1d": 0.07223873238246359, "alpha_spy_m1d": 0.058957523947268164, "alpha_c_m1d": 0.033374929986509816, "bench_spy_m1d": 0.013281208435195424, "bench_c_m1d": 0.03886380239595377, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05136378870457703, "ret_signed_p1d": 0.05136378870457703, "alpha_spy_p1d": 0.04260382718226441, "alpha_c_p1d": 0.015075167600969053, "bench_spy_p1d": 0.00875996152231262, "bench_c_p1d": 0.036288621103607976, "ret_p1w": 0.15076971150298513, "ret_signed_p1w": 0.15076971150298513, "alpha_spy_p1w": 0.16577604612179786, "alpha_c_p1w": 0.1329801669972479, "bench_spy_p1w": -0.015006334618812733, "bench_c_p1w": 0.01778954450573722, "ret_p1m": 0.020574421660011, "ret_signed_p1m": 0.020574421660011, "alpha_spy_p1m": 0.03790151823267329, "alpha_c_p1m": -0.019944848695933937, "bench_spy_p1m": -0.017327096572662293, "bench_c_p1m": 0.040519270355944936, "ret_p3m": 1.9166175484246506, "ret_signed_p3m": 1.9166175484246506, "alpha_spy_p3m": 1.7918073520017321, "alpha_c_p3m": 1.240403473097811, "bench_spy_p3m": 0.12481019642291846, "bench_c_p3m": 0.6762140753268395, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": 1.9166175484246506, "alpha_spy_stated": 1.7918073520017321, "alpha_c_stated": 1.240403473097811, "price_path": [-0.3186, -0.2881, -0.3023, -0.3491, -0.3589, -0.3724, -0.3912, -0.3291, -0.2822, -0.2534, -0.2542, -0.2261, -0.2261, -0.2312, -0.205, -0.2097, -0.2292, -0.2292, -0.1482, -0.157, -0.0726, -0.083, -0.1169, -0.0681, -0.066, -0.0869, -0.0998, -0.0909, -0.0204, -0.0204, -0.0143, 0.0508, 0.0737, 0.0793, 0.0507, 0.1079, 0.1755, 0.1769, 0.1204, 0.1823, 0.1327, 0.0246, 0.034, 0.0659, 0.0356, 0.008, 0.1081, 0.1179, 0.1117, 0.1117, 0.0796, 0.1368, 0.1271, 0.1563, 0.1368, 0.1288, 0.1585, 0.1222, 0.1136, 0.1144, 0.0253, 0.0823, 0.0722, 0.0, 0.0514, 0.0886, 0.1307, 0.0947, 0.1508, 0.1931, 0.2468, 0.2469, 0.1998, 0.142, 0.092, 0.0681, 0.0318, -0.0401, -0.0353, -0.1306, -0.0873, -0.0062, -0.0105, -0.0105, 0.0206, 0.0201, 0.0988, 0.1388, 0.1363, 0.1524, 0.258, 0.2326, 0.2353, 0.2294, 0.2115, 0.2141, 0.317, 0.3014, 0.342, 0.4172, 0.3624, 0.4007, 0.3972, 0.4649, 0.5574, 0.7296, 0.8009, 0.747, 1.0176, 1.1487, 1.071, 1.1711, 1.0965, 0.9578, 0.8413, 0.8877, 0.9776, 1.0589, 1.0289, 1.0289, 1.4204, 1.5082, 1.495, 1.6233, 1.7976, 1.8748, 1.9166, 1.6908, 1.3343, 1.5646, 1.5284, 1.4095, 1.6905, 1.652, 1.9394, 1.7577, 1.8183, 2.0636, 2.0636, 2.2727, 1.8415, 1.8415, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2022040523369054400", "ticker_idx": 0, "ts": "2026-02-12T20:10:03+00:00", "symbol": "GLW", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "AI data centers need 10x more fiber interconnects than traditional cloud setups to enable server-to-server or intra-data center traffic. It just can't keep pace with GPU advancements.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long GLW: AI data centers need 10x more fiber interconnects than traditional cloud, creating structural demand for Corning's fiber optics.", "resolved_tickers": ["GLW"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Electronic Components'", "bench_c_industry": "Electronic Components", "unit_kind": "quote", "lang": "en", "tweet_text": "$GLW East-West AI Traffic Bottleneck\n\nAI data centers need 10x more fiber interconnects than traditional cloud setups to enable server-to-server or intra-data center traffic. It just can't keep pace with GPU advancements.\n\nAI Reasoning and Context is fiber hungry. https://t.co/Q2QUqQjyNp", "reply_text": null, "parent_text": null, "quoted_text": "$GLW Flying High\n\nFiber Optics >> Copper https://t.co/5FnZVLFFhB", "parent_author": null, "ret_m1d": 0.010646348963285313, "ret_signed_m1d": 0.010646348963285313, "alpha_spy_m1d": -0.0050449229935434214, "alpha_c_m1d": -0.016363174955069004, "bench_spy_m1d": 0.015691271956828734, "bench_c_m1d": 0.027009523918354317, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.014904935121063945, "ret_signed_p1d": 0.014904935121063945, "alpha_spy_p1d": 0.01420043601794485, "alpha_c_p1d": 0.012390839550491473, "bench_spy_p1d": 0.0007044991031190939, "bench_c_p1d": 0.002514095570572472, "ret_p1w": -0.011482906857632424, "ret_signed_p1w": -0.011482906857632424, "alpha_spy_p1w": -0.0161946386500863, "alpha_c_p1w": -0.01866622541983476, "bench_spy_p1w": 0.004711731792453877, "bench_c_p1w": 0.007183318562202334, "ret_p1m": -0.016266248259645177, "ret_signed_p1m": -0.016266248259645177, "alpha_spy_p1m": 0.011593529939322944, "alpha_c_p1m": 0.0010457516489371654, "bench_spy_p1m": -0.02785977819896812, "bench_c_p1m": -0.017311999908582343, "ret_p3m": 0.510342230769822, "ret_signed_p3m": 0.510342230769822, "alpha_spy_p3m": 0.423847988352239, "alpha_c_p3m": 0.2502472267230522, "bench_spy_p3m": 0.08649424241758297, "bench_c_p3m": 0.2600950040467698, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.016266248259645177, "alpha_spy_stated": 0.011593529939322944, "alpha_c_stated": 0.0010457516489371654, "price_path": [-0.3836, -0.3907, -0.3788, -0.4066, -0.3957, -0.3719, -0.3692, -0.3643, -0.3643, -0.3597, -0.3696, -0.3634, -0.3646, -0.3502, -0.3462, -0.3287, -0.3071, -0.2837, -0.2702, -0.3284, -0.33, -0.3438, -0.3504, -0.3393, -0.3319, -0.3278, -0.3206, -0.3182, -0.3182, -0.3189, -0.3232, -0.3243, -0.3341, -0.3341, -0.3105, -0.3256, -0.3213, -0.3309, -0.3511, -0.3519, -0.3317, -0.3165, -0.314, -0.289, -0.2837, -0.2837, -0.296, -0.2888, -0.283, -0.2905, -0.2779, -0.1655, -0.207, -0.2167, -0.2148, -0.1608, -0.1423, -0.1659, -0.1423, -0.071, -0.0008, -0.0259, 0.0106, 0.0, 0.0149, 0.0149, -0.0075, 0.0039, -0.0115, 0.0609, 0.1046, 0.1528, 0.22, 0.143, 0.1457, 0.2027, 0.1243, 0.1035, 0.0266, -0.0607, -0.0168, 0.0378, 0.0038, -0.0113, -0.0163, 0.0061, -0.0104, -0.0106, 0.0139, -0.0509, -0.0022, 0.0819, 0.115, 0.031, 0.0423, -0.0206, 0.0359, 0.0848, 0.127, 0.127, 0.1161, 0.1315, 0.2579, 0.2937, 0.3046, 0.3346, 0.3167, 0.282, 0.2653, 0.2524, 0.26, 0.2605, 0.2857, 0.2914, 0.3401, 0.28, 0.1661, 0.1573, 0.2513, 0.2057, 0.2187, 0.235, 0.3833, 0.3897, 0.4243, 0.5801, 0.5103, 0.5733, 0.5868, 0.4614, 0.3603, 0.3396, 0.3766, 0.462, 0.4784, 0.4784, 0.4946, 0.4543, 0.394, 0.3823, 0.3483, 0.5291, 0.5319, 0.5085, 0.355, 0.431, 0.3272, 0.2832, 0.3472, 0.3674, 0.4336, 0.3538, 0.3384, 0.4873, 0.4873, 0.6011, 0.4808, 0.4808, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2010291092156277003", "ticker_idx": 0, "ts": "2026-01-11T10:02:00+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU \"Shortage of HBM is expected to continue until 2027\" -JPMorgan", "tweet_type": "news_reaction", "timeline": "years", "summary": "Shares JPMorgan view that HBM shortage continues until 2027, implying sustained tailwind for MU.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU \"Shortage of HBM is expected to continue until 2027\" -JPMorgan https://t.co/IrwLbrr7MN", "reply_text": null, "parent_text": null, "quoted_text": "🤯 Get ready to be MIND BLOWN\n\nForward P/S and PE ratios\n$MU: 2.2 and 11.7\n$AMD: 6.1 and 21.7\n$NVDA: 12.3 and 25.3\n$AVGO: 17.1 and 29.4\n$PLTR: 68.8 and 172.4\n\nMicron HBM revenue grew 52% sequentially. These chips directly enable Blackwell and Rubin GPUs, the center of AI https://t.co/C4BLuZfIzA", "parent_author": null, "ret_m1d": -0.0022551554638750027, "ret_signed_m1d": -0.0022551554638750027, "alpha_spy_m1d": -0.0006871848559977245, "alpha_c_m1d": 0.0014309204791634889, "bench_spy_m1d": -0.0015679706078772782, "bench_c_m1d": -0.0036860759430384915, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.02237836632576584, "ret_signed_p1d": -0.02237836632576584, "alpha_spy_p1d": -0.02037885956038399, "alpha_c_p1d": -0.024605354266768242, "bench_spy_p1d": -0.0019995067653818532, "bench_c_p1d": 0.0022269879410024007, "ret_p1w": 0.048804501907498965, "ret_signed_p1w": 0.048804501907498965, "alpha_spy_p1w": 0.0538393257897285, "alpha_c_p1w": 0.02389790564702321, "bench_spy_p1w": -0.005034823882229533, "bench_c_p1w": 0.024906596260475755, "ret_p1m": 0.0791626830559422, "ret_signed_p1m": 0.0791626830559422, "alpha_spy_p1m": 0.08353577108772958, "alpha_c_p1m": 0.043069901682523115, "bench_spy_p1m": -0.0043730880317873755, "bench_c_p1m": 0.03609278137341909, "ret_p3m": 0.21920688403241706, "ret_signed_p3m": 0.21920688403241706, "alpha_spy_p3m": 0.2384732213699422, "alpha_c_p3m": 0.11771199455102921, "bench_spy_p3m": -0.01926633733752514, "bench_c_p3m": 0.10149488948138785, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.4453, -0.4147, -0.4151, -0.4024, -0.4154, -0.4264, -0.4026, -0.367, -0.3639, -0.3587, -0.345, -0.3526, -0.3533, -0.3217, -0.3699, -0.3136, -0.3112, -0.3124, -0.2679, -0.3032, -0.2922, -0.3152, -0.2866, -0.3007, -0.3396, -0.3471, -0.418, -0.4007, -0.3528, -0.3511, -0.3345, -0.3345, -0.3166, -0.305, -0.3079, -0.3233, -0.345, -0.3144, -0.2864, -0.2705, -0.2379, -0.253, -0.3031, -0.3136, -0.328, -0.3482, -0.2817, -0.2315, -0.2006, -0.2016, -0.1715, -0.1715, -0.1769, -0.1489, -0.1539, -0.1748, -0.1748, -0.088, -0.0975, -0.0071, -0.0183, -0.0545, -0.0023, 0.0, -0.0224, -0.0362, -0.0267, 0.0488, 0.0488, 0.0553, 0.125, 0.1495, 0.1555, 0.125, 0.1861, 0.2585, 0.26, 0.1995, 0.2658, 0.2127, 0.0969, 0.107, 0.1412, 0.1088, 0.0792, 0.1864, 0.1969, 0.1902, 0.1902, 0.1559, 0.2171, 0.2067, 0.238, 0.2171, 0.2086, 0.2404, 0.2015, 0.1923, 0.1931, 0.0978, 0.1587, 0.148, 0.0706, 0.1256, 0.1655, 0.2105, 0.172, 0.2321, 0.2774, 0.3349, 0.335, 0.2845, 0.2227, 0.1691, 0.1436, 0.1047, 0.0277, 0.0328, -0.0692, -0.0228, 0.064, 0.0593, 0.0593, 0.0927, 0.0921, 0.1765, 0.2192, 0.2165, 0.2338, 0.3469, 0.3196, 0.3225, 0.3163, 0.297, 0.2998, 0.41, 0.3934, 0.4367, 0.5173, 0.4586, 0.4996, 0.4959, 0.5683, 0.6674, 0.8518, 0.9281, 0.8704, 1.1601, 1.3005, 1.2173, 1.3245, 1.2446, 1.0961, 0.9713, 1.0211, 1.1173, 1.2044, 1.1722, 1.1722, 1.5913, 1.6854, 1.6713, 1.8086, 1.9952, 2.0779, 2.1226, 1.8809, 1.4991, 1.7458, 1.707, 1.5797, 1.8805, 1.8393, 2.147, 1.9525, 2.0174, 2.28, 2.28, 2.5039, 2.0422, 2.0422, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:1970715467586371934", "ticker_idx": 0, "ts": "2025-09-24T05:02:36+00:00", "symbol": "IONQ", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "BLUE Candle is fueling another upper Bollinger Band climb", "tweet_type": "prediction", "timeline": "weeks", "summary": "Bullish IONQ: blue candle signals another upper Bollinger Band climb with continued gains expected.", "resolved_tickers": ["IONQ"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "quote", "lang": "en", "tweet_text": "🟦 $IONQ (W) BLUE Candle is fueling another upper Bollinger Band climb.\n\nThe last two candles have yielded +189% returns and counting 💰💶\n\n240+ Weekly Smart Candle Alerts. Free Trial:\nhttps://t.co/ZQDP5HCFyq https://t.co/US9tAMDZPE", "reply_text": null, "parent_text": null, "quoted_text": "🟦 $IONQ (W) BLUE candles are rare and they've provided 678% gains last year and 153% gains this year 💰💵\n\nIt has initiated a new upper Bollinger Band climb 🚀\n\n240+ Weekly Smart Candle Alerts. Free Trial:\nhttps://t.co/ZQDP5HCFyq https://t.co/bJmHHpYck4", "parent_author": null, "ret_m1d": 0.017330067272128824, "ret_signed_m1d": 0.017330067272128824, "alpha_spy_m1d": 0.01413834083176524, "alpha_c_m1d": 0.011118013169774787, "bench_spy_m1d": 0.0031917264403635848, "bench_c_m1d": 0.0062120541023540365, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.059978341031246996, "ret_signed_p1d": -0.059978341031246996, "alpha_spy_p1d": -0.05536487346673524, "alpha_c_p1d": -0.058218854955643606, "bench_spy_p1d": -0.004613467564511753, "bench_c_p1d": -0.0017594860756033892, "ret_p1w": -0.14581641441598148, "ret_signed_p1w": -0.14581641441598148, "alpha_spy_p1w": -0.15693425686215434, "alpha_c_p1w": -0.16782808799495408, "bench_spy_p1w": 0.011117842446172865, "bench_c_p1w": 0.0220116735789726, "ret_p1m": -0.19618198698519917, "ret_signed_p1m": -0.19618198698519917, "alpha_spy_p1m": -0.21230668912517425, "alpha_c_p1m": -0.23424433657955912, "bench_spy_p1m": 0.016124702139975078, "bench_c_p1m": 0.038062349594359945, "ret_p3m": -0.2707825593653864, "ret_signed_p3m": -0.2707825593653864, "alpha_spy_p3m": -0.30973824754934276, "alpha_c_p3m": -0.31484298191928495, "bench_spy_p3m": 0.03895568818395634, "bench_c_p3m": 0.044060422553898526, "ret_p6m": -0.5681018229769761, "ret_signed_p6m": -0.5681018229769761, "alpha_spy_p6m": -0.5690844655034286, "alpha_c_p6m": -0.5637567405936861, "bench_spy_p6m": 0.0009826425264525263, "bench_c_p6m": -0.004345082383290011, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.19618198698519917, "alpha_spy_stated": -0.21230668912517425, "alpha_c_stated": -0.23424433657955912, "price_path": [-0.4551, -0.4182, -0.4571, -0.3941, -0.399, -0.399, -0.388, -0.3911, -0.3832, -0.3781, -0.4339, -0.4258, -0.4385, -0.4105, -0.3929, -0.3703, -0.3985, -0.4322, -0.414, -0.4056, -0.4155, -0.4268, -0.4513, -0.4601, -0.4602, -0.4839, -0.4603, -0.4311, -0.4418, -0.4518, -0.4334, -0.3916, -0.4178, -0.4421, -0.4445, -0.4553, -0.4553, -0.5018, -0.5019, -0.4968, -0.4614, -0.4763, -0.4483, -0.4392, -0.4138, -0.4213, -0.4213, -0.418, -0.4453, -0.4299, -0.4341, -0.4448, -0.4043, -0.4062, -0.363, -0.2471, -0.1997, -0.1571, -0.114, -0.0955, -0.0467, -0.026, 0.0173, 0.0, -0.06, -0.0891, -0.13, -0.1673, -0.1458, -0.0577, -0.0079, 0.0695, 0.0727, 0.006, 0.0493, -0.0435, 0.1114, 0.05, -0.0196, -0.112, -0.1478, -0.1885, -0.1944, -0.2493, -0.1962, -0.1836, -0.1497, -0.2262, -0.1726, -0.1854, -0.1554, -0.2093, -0.2773, -0.2498, -0.2224, -0.1975, -0.2503, -0.2632, -0.3134, -0.3853, -0.3612, -0.353, -0.335, -0.3517, -0.4449, -0.4353, -0.3669, -0.3628, -0.365, -0.365, -0.3325, -0.362, -0.3646, -0.3413, -0.2586, -0.2866, -0.264, -0.2629, -0.3004, -0.2885, -0.3183, -0.3763, -0.3275, -0.3792, -0.3712, -0.3436, -0.2708, -0.3042, -0.3255, -0.3255, -0.3772, -0.3874, -0.3865, -0.3925, -0.3925, -0.3668, -0.3405, -0.3128, -0.326, -0.317, -0.3305, -0.3102, -0.3374, -0.3111, -0.3561, -0.3122, -0.3122, -0.3141, -0.3457, -0.3321, -0.3603, -0.4128, -0.3841, -0.3799, -0.4146, -0.4587, -0.4779, -0.4791, -0.5215, -0.588, -0.5263, -0.5196, -0.5236, -0.5449, -0.5762, -0.5382, -0.5382, -0.5508, -0.5486, -0.5474, -0.5681, -0.5833, -0.5719, -0.5452, -0.4465, -0.4805, -0.4809, -0.4984, -0.4973, -0.5123, -0.5162, -0.5144, -0.5245, -0.536, -0.5528, -0.5535, -0.5493, -0.549, -0.5616, -0.5681]}
{"unit_id": "thread:2014551953376952602", "ticker_idx": 0, "ts": "2026-01-23T04:13:08+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU HBM4 is a leader in power efficiency and it MATTERS", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish MU: HBM4 leads in power efficiency, which matters for reliability and longevity in semiconductor applications.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "self_thread", "lang": "en", "tweet_text": "$MU HBM4 is a leader in power efficiency and it MATTERS.\n\nHigher power usage is often associated with higher operating temps and elevated static & operating currents which directly accelerate aging, leakage and failures.\n\nHave you heard of Thermal Runaway? See my comments 👇\n\n---\n\nThermal runaway in semiconductors is a self-destructive, runaway process where rising temperatures decrease a component's electrical resistance, allowing more current to flow, which generates further heat. This cycle, often caused by inadequate heat dissipation, continues until the device, such as a transistor or LED, fails\n\n@grok This is what I know based on two decades of semiconductor research. This is why power efficiency matters. Please elaborate if I missed anything else.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.005179587344212089, "ret_signed_m1d": -0.005179587344212089, "alpha_spy_m1d": -0.004816983684345577, "alpha_c_m1d": -0.012003079586748844, "bench_spy_m1d": -0.00036260365986651166, "bench_c_m1d": 0.006823492242536755, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.02642313749672276, "ret_signed_p1d": -0.02642313749672276, "alpha_spy_p1d": -0.03150136925859548, "alpha_c_p1d": -0.023248879141611778, "bench_spy_p1d": 0.00507823176187272, "bench_c_p1d": -0.0031742583551109815, "ret_p1w": 0.03810833910353928, "ret_signed_p1w": 0.03810833910353928, "alpha_spy_p1w": 0.03413278569450395, "alpha_c_p1w": 0.029685246429306478, "bench_spy_p1w": 0.003975553409035326, "bench_c_p1w": 0.008423092674232802, "ret_p1m": 0.05334672448891653, "ret_signed_p1m": 0.05334672448891653, "alpha_spy_p1m": 0.06327074063826688, "alpha_c_p1m": 0.021378895595438596, "bench_spy_p1m": -0.009924016149350345, "bench_c_p1m": 0.031967828893477934, "ret_p3m": 0.22027974752471913, "ret_signed_p3m": 0.22027974752471913, "alpha_spy_p3m": 0.18557084089983533, "alpha_c_p3m": 0.0284729267174193, "bench_spy_p3m": 0.034708906624883795, "bench_c_p3m": 0.19180682080729983, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.05334672448891653, "alpha_spy_stated": 0.06327074063826688, "alpha_c_stated": 0.021378895595438596, "price_path": [-0.445, -0.4332, -0.4397, -0.4403, -0.413, -0.4547, -0.406, -0.4039, -0.4049, -0.3665, -0.3969, -0.3875, -0.4073, -0.3826, -0.3948, -0.4285, -0.4349, -0.4963, -0.4813, -0.4399, -0.4384, -0.4241, -0.4241, -0.4085, -0.3986, -0.401, -0.4143, -0.4331, -0.4067, -0.3824, -0.3687, -0.3404, -0.3535, -0.3969, -0.406, -0.4185, -0.4359, -0.3783, -0.3349, -0.3082, -0.309, -0.283, -0.283, -0.2877, -0.2634, -0.2678, -0.2859, -0.2859, -0.2108, -0.2189, -0.1407, -0.1504, -0.1817, -0.1365, -0.1346, -0.1539, -0.1659, -0.1577, -0.0923, -0.0923, -0.0867, -0.0264, -0.0052, 0.0, -0.0264, 0.0265, 0.0892, 0.0904, 0.0381, 0.0955, 0.0495, -0.0507, -0.0419, -0.0124, -0.0404, -0.0661, 0.0267, 0.0358, 0.0301, 0.0301, 0.0003, 0.0533, 0.0443, 0.0714, 0.0533, 0.0459, 0.0734, 0.0398, 0.0318, 0.0326, -0.05, 0.0028, -0.0065, -0.0734, -0.0258, 0.0087, 0.0476, 0.0143, 0.0663, 0.1055, 0.1552, 0.1553, 0.1116, 0.0582, 0.0118, -0.0103, -0.0439, -0.1106, -0.1062, -0.1945, -0.1543, -0.0792, -0.0832, -0.0832, -0.0544, -0.0548, 0.0181, 0.0551, 0.0528, 0.0678, 0.1657, 0.1421, 0.1446, 0.1391, 0.1225, 0.1249, 0.2203, 0.2059, 0.2434, 0.3131, 0.2624, 0.2978, 0.2946, 0.3573, 0.443, 0.6026, 0.6686, 0.6187, 0.8694, 0.9909, 0.9189, 1.0117, 0.9425, 0.814, 0.7061, 0.7491, 0.8323, 0.9077, 0.8799, 0.8799, 1.2426, 1.324, 1.3118, 1.4306, 1.5921, 1.6637, 1.7024, 1.4932, 1.1628, 1.3763, 1.3428, 1.2326, 1.4929, 1.4572, 1.7235, 1.5552, 1.6114, 1.8386, 1.8386, 2.0324, 1.6328, 1.6328, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2015295620802900243", "ticker_idx": 0, "ts": "2026-01-25T05:28:13+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long MU: calls it a bargain at 15.5x PE/2.33x sales, 50% sequential HBM growth, surging DRAM/NAND prices, and storage becoming critical as AI inference scales.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU\n\n“The bottleneck is shifting from compute to context management. To scale, storage can no longer be an afterthought. As inference scales to giga-scale, context becomes a first-class data type.”\n\n-NVIDIA Senior Director of AI Infrastructure, Dion Harris https://t.co/7e9bRVsQfk", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": 0.02714026854416307, "ret_signed_m1d": 0.02714026854416307, "alpha_spy_m1d": 0.03219284216618923, "alpha_c_m1d": 0.023955902187538847, "bench_spy_m1d": -0.0050525736220261575, "bench_c_m1d": 0.003184366356624224, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05435759085969649, "ret_signed_p1d": 0.05435759085969649, "alpha_spy_p1d": 0.05037342548122559, "alpha_c_p1d": 0.03322025441476706, "bench_spy_p1d": 0.003984165378470905, "bench_c_p1d": 0.021137336444929433, "ret_p1w": 0.12518954482328515, "ret_signed_p1w": 0.12518954482328515, "alpha_spy_p1w": 0.12132088303871202, "alpha_c_p1w": 0.10224687963987589, "bench_spy_p1w": 0.003868661784573124, "bench_c_p1w": 0.02294266518340926, "ret_p1m": 0.07432730762902162, "ret_signed_p1m": 0.07432730762902162, "alpha_spy_p1m": 0.08209377282576924, "alpha_c_p1m": 0.02332686641656423, "bench_spy_p1m": -0.007766465196747618, "bench_c_p1m": 0.05100044121245739, "ret_p3m": 0.2385884502360145, "ret_signed_p3m": 0.2385884502360145, "alpha_spy_p3m": 0.21310263538827545, "alpha_c_p3m": 0.030399299103990085, "bench_spy_p3m": 0.02548581484773904, "bench_c_p3m": 0.2081891511320244, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.07432730762902162, "alpha_spy_stated": 0.08209377282576924, "alpha_c_stated": 0.02332686641656423, "price_path": [-0.4178, -0.4245, -0.4251, -0.397, -0.4399, -0.3898, -0.3877, -0.3888, -0.3493, -0.3806, -0.3708, -0.3913, -0.3659, -0.3784, -0.413, -0.4196, -0.4827, -0.4673, -0.4247, -0.4232, -0.4084, -0.4084, -0.3925, -0.3822, -0.3847, -0.3984, -0.4177, -0.3906, -0.3656, -0.3515, -0.3225, -0.336, -0.3805, -0.3898, -0.4027, -0.4206, -0.3615, -0.3168, -0.2894, -0.2902, -0.2635, -0.2635, -0.2684, -0.2434, -0.2479, -0.2665, -0.2665, -0.1893, -0.1977, -0.1174, -0.1273, -0.1595, -0.1131, -0.1111, -0.131, -0.1433, -0.1348, -0.0677, -0.0677, -0.0619, 0.0001, 0.0218, 0.0271, 0.0, 0.0544, 0.1187, 0.12, 0.0663, 0.1252, 0.078, -0.0249, -0.0159, 0.0144, -0.0144, -0.0407, 0.0546, 0.0639, 0.058, 0.058, 0.0275, 0.0819, 0.0726, 0.1004, 0.0819, 0.0743, 0.1026, 0.068, 0.0598, 0.0606, -0.0242, 0.03, 0.0205, -0.0483, 0.0006, 0.036, 0.0761, 0.0418, 0.0952, 0.1355, 0.1866, 0.1867, 0.1418, 0.0869, 0.0392, 0.0166, -0.018, -0.0864, -0.0819, -0.1726, -0.1314, -0.0542, -0.0583, -0.0583, -0.0287, -0.0292, 0.0458, 0.0838, 0.0814, 0.0968, 0.1973, 0.173, 0.1756, 0.1701, 0.153, 0.1554, 0.2534, 0.2386, 0.2772, 0.3487, 0.2966, 0.3331, 0.3297, 0.3941, 0.4822, 0.6461, 0.7139, 0.6626, 0.9202, 1.0449, 0.971, 1.0663, 0.9953, 0.8632, 0.7524, 0.7966, 0.8821, 0.9595, 0.931, 0.931, 1.3035, 1.3871, 1.3745, 1.4966, 1.6625, 1.736, 1.7758, 1.5609, 1.2215, 1.4408, 1.4063, 1.2932, 1.5606, 1.5239, 1.7974, 1.6246, 1.6822, 1.9157, 1.9157, 2.1147, 1.7043, 1.7043, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2018520499803005138", "ticker_idx": 0, "ts": "2026-02-03T03:02:44+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'm equally bullish on both thanks to hundreds of fundamental research hours", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Equally bullish PLTR and MU despite polarizing multiples (127x vs 12x forward P/E), backed by deep fundamental research.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "Forward P/E: $PLTR 127x | $MU 12x\n\nPolarizing multiples yet I'm equally bullish on both thanks to hundreds of fundamental research hours.\n\nWhile other accounts hype 20+ names superficially, I've posted 1000+ of insights on $PLTR $MU alone since 2024.\n\nIt matters who you follow.", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": -0.06409937967438128, "ret_signed_m1d": -0.06409937967438128, "alpha_spy_m1d": -0.07262686878676716, "alpha_c_m1d": -0.07262686878676716, "bench_spy_m1d": 0.008527489112385878, "bench_c_m1d": 0.008527489112385878, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.11616424518286961, "ret_signed_p1d": -0.11616424518286961, "alpha_spy_p1d": -0.11132039145687622, "alpha_c_p1d": -0.11132039145687622, "bench_spy_p1d": -0.004843853725993386, "bench_c_p1d": -0.004843853725993386, "ret_p1w": -0.11635425518014031, "ret_signed_p1w": -0.11635425518014031, "alpha_spy_p1w": -0.1201104153361886, "alpha_c_p1w": -0.1201104153361886, "bench_spy_p1w": 0.003756160156048294, "bench_c_p1w": 0.003756160156048294, "ret_p1m": -0.02970612044816845, "ret_signed_p1m": -0.02970612044816845, "alpha_spy_p1m": -0.02332500856781028, "alpha_c_p1m": -0.02332500856781028, "bench_spy_p1m": -0.00638111188035817, "bench_c_p1m": -0.00638111188035817, "ret_p3m": -0.08747147917080644, "ret_signed_p3m": -0.08747147917080644, "alpha_spy_p3m": -0.13545796019779277, "alpha_c_p3m": -0.13545796019779277, "bench_spy_p3m": 0.04798648102698633, "bench_c_p3m": 0.04798648102698633, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.02970612044816845, "alpha_spy_stated": -0.02332500856781028, "alpha_c_stated": -0.02332500856781028, "price_path": [0.1088, 0.127, 0.2263, 0.2095, 0.1665, 0.0903, 0.1022, 0.0847, 0.0599, 0.0478, -0.0135, -0.0192, 0.0277, 0.0359, 0.05, 0.05, 0.0669, 0.0609, 0.0811, 0.1153, 0.1269, 0.1513, 0.1495, 0.1518, 0.1902, 0.1879, 0.1627, 0.1607, 0.1892, 0.1229, 0.1761, 0.2249, 0.2287, 0.2296, 0.2299, 0.2299, 0.1953, 0.1666, 0.1454, 0.1259, 0.1259, 0.0632, 0.1024, 0.1383, 0.1507, 0.1202, 0.1242, 0.1364, 0.1335, 0.13, 0.1215, 0.0828, 0.0828, 0.0675, 0.0472, 0.0508, 0.0742, 0.0607, 0.0495, -0.0034, -0.0381, -0.0715, -0.0641, 0.0, -0.1162, -0.1765, -0.1392, -0.0948, -0.1164, -0.1406, -0.1821, -0.1677, -0.1677, -0.1575, -0.1425, -0.1456, -0.1434, -0.1728, -0.1839, -0.1501, -0.139, -0.131, -0.0805, -0.0675, -0.0297, -0.033, -0.0046, -0.0092, -0.0427, -0.0398, -0.0277, -0.0439, -0.0327, -0.0177, -0.0324, -0.0139, -0.0456, 0.0187, -0.0196, -0.0185, -0.0654, -0.0939, -0.1288, -0.0735, -0.0721, -0.0597, -0.0597, -0.063, -0.0495, -0.1084, -0.1735, -0.1889, -0.1616, -0.1405, -0.0996, -0.0958, -0.0728, -0.0759, -0.0754, -0.0333, -0.1033, -0.0937, -0.0936, -0.1058, -0.1261, -0.1189, -0.0875, -0.0751, -0.1392, -0.1526, -0.1319, -0.1272, -0.1329, -0.1386, -0.1763, -0.153, -0.1513, -0.144, -0.1433, -0.1313, -0.1296, -0.133, -0.133, -0.1348, -0.1607, -0.0921, -0.0085, 0.0175, -0.0362, -0.0993, -0.1025, -0.1416, -0.1356, -0.1635, -0.1753, -0.1697, -0.1893, -0.1468, -0.156, -0.1726, -0.1863, -0.1863, -0.2431, -0.2608, -0.2608, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2018520499803005138", "ticker_idx": 1, "ts": "2026-02-03T03:02:44+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'm equally bullish on both thanks to hundreds of fundamental research hours", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Equally bullish PLTR and MU despite polarizing multiples (127x vs 12x forward P/E), backed by deep fundamental research.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "Forward P/E: $PLTR 127x | $MU 12x\n\nPolarizing multiples yet I'm equally bullish on both thanks to hundreds of fundamental research hours.\n\nWhile other accounts hype 20+ names superficially, I've posted 1000+ of insights on $PLTR $MU alone since 2024.\n\nIt matters who you follow.", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": 0.043772585808329545, "ret_signed_m1d": 0.043772585808329545, "alpha_spy_m1d": 0.03524509669594367, "alpha_c_m1d": 0.017897488407311757, "bench_spy_m1d": 0.008527489112385878, "bench_c_m1d": 0.025875097401017788, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0954606269314876, "ret_signed_p1d": -0.0954606269314876, "alpha_spy_p1d": -0.09061677320549422, "alpha_c_p1d": -0.05608222230835991, "bench_spy_p1d": -0.004843853725993386, "bench_c_p1d": -0.039378404623127694, "ret_p1w": -0.11012306419965179, "ret_signed_p1w": -0.11012306419965179, "alpha_spy_p1w": -0.11387922435570008, "alpha_c_p1w": -0.127926366403029, "bench_spy_p1w": 0.003756160156048294, "bench_c_p1w": 0.017803302203377225, "ret_p1m": -0.04451182554291644, "ret_signed_p1m": -0.04451182554291644, "alpha_spy_p1m": -0.03813071366255827, "alpha_c_p1m": -0.048082569492542415, "bench_spy_p1m": -0.00638111188035817, "bench_c_p1m": 0.0035707439496259763, "ret_p3m": 0.2932428494969479, "ret_signed_p3m": 0.2932428494969479, "alpha_spy_p3m": 0.24525636846996157, "alpha_c_p3m": 0.011257291476022946, "bench_spy_p3m": 0.04798648102698633, "bench_c_p3m": 0.28198555802092495, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.04451182554291644, "alpha_spy_stated": -0.03813071366255827, "alpha_c_stated": -0.048082569492542415, "price_path": [-0.432, -0.433, -0.3963, -0.4254, -0.4164, -0.4353, -0.4118, -0.4234, -0.4554, -0.4616, -0.5201, -0.5058, -0.4663, -0.4649, -0.4513, -0.4513, -0.4364, -0.4269, -0.4293, -0.442, -0.4599, -0.4347, -0.4115, -0.3984, -0.3715, -0.384, -0.4253, -0.434, -0.4459, -0.4625, -0.4077, -0.3663, -0.3408, -0.3416, -0.3168, -0.3168, -0.3213, -0.2982, -0.3023, -0.3195, -0.3195, -0.248, -0.2558, -0.1812, -0.1905, -0.2203, -0.1773, -0.1754, -0.1939, -0.2052, -0.1974, -0.1352, -0.1352, -0.1298, -0.0723, -0.0521, -0.0472, -0.0724, -0.0219, 0.0378, 0.039, -0.0109, 0.0438, 0.0, -0.0955, -0.0871, -0.059, -0.0857, -0.1101, -0.0217, -0.013, -0.0185, -0.0185, -0.0469, 0.0036, -0.005, 0.0208, 0.0036, -0.0034, 0.0228, -0.0093, -0.0169, -0.0161, -0.0948, -0.0445, -0.0534, -0.1172, -0.0718, -0.0389, -0.0018, -0.0336, 0.0159, 0.0533, 0.1007, 0.1008, 0.0592, 0.0082, -0.036, -0.057, -0.089, -0.1525, -0.1483, -0.2325, -0.1942, -0.1226, -0.1265, -0.1265, -0.099, -0.0994, -0.0299, 0.0054, 0.0032, 0.0174, 0.1107, 0.0882, 0.0906, 0.0854, 0.0695, 0.0718, 0.1627, 0.149, 0.1847, 0.2511, 0.2028, 0.2366, 0.2335, 0.2932, 0.3749, 0.527, 0.5899, 0.5423, 0.7812, 0.897, 0.8284, 0.9168, 0.8509, 0.7284, 0.6256, 0.6666, 0.7459, 0.8177, 0.7912, 0.7912, 1.1368, 1.2144, 1.2027, 1.316, 1.4698, 1.538, 1.5749, 1.3756, 1.0608, 1.2642, 1.2322, 1.1273, 1.3753, 1.3413, 1.595, 1.4346, 1.4881, 1.7047, 1.7047, 1.8893, 1.5086, 1.5086, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2016190921457737733", "ticker_idx": 0, "ts": "2026-01-27T16:45:49+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU $390 → $480 👍", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Shares/endorses Mizuho raising PT on MU to $480 with Outperform rating.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU $390 → $480 👍\n\nMizuho has raised its price target on Micron Technology while maintaining an Outperform rating. https://t.co/UhUULeFyrK", "reply_text": null, "parent_text": null, "quoted_text": "So what's up with Micron Technology $MU? Why did so many analysts lower the price targets but still rated it as Bullish? A bit contradicting isn't it? Well, here's the answer.\n\nThe DRAM spot prices have been mostly flat. The 'recovery' didn't come as soon as they initially https://t.co/GgCJ7xL1t0", "parent_author": null, "ret_m1d": -0.05155517571166213, "ret_signed_m1d": -0.05155517571166213, "alpha_spy_m1d": -0.047586820914981676, "alpha_c_m1d": -0.03085537785830117, "bench_spy_m1d": -0.003968354796680451, "bench_c_m1d": -0.020699797853360957, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.06103750519364337, "ret_signed_p1d": 0.06103750519364337, "alpha_spy_p1d": 0.06113816977396824, "alpha_c_p1d": 0.03800495790619718, "bench_spy_p1d": -0.0001006645803248718, "bench_c_p1d": 0.023032547287446192, "ret_p1w": 0.02242597155829551, "ret_signed_p1w": 0.02242597155829551, "alpha_spy_p1w": 0.030995429942269892, "alpha_c_p1w": 0.04592506873255886, "bench_spy_p1w": -0.008569458383974382, "bench_c_p1w": -0.02349909717426335, "ret_p1m": 0.04572936464931909, "ret_signed_p1m": 0.04572936464931909, "alpha_spy_p1m": 0.04909382018892361, "alpha_c_p1m": -0.0007040390636565697, "bench_spy_p1m": -0.003364455539604516, "bench_c_p1m": 0.04643340371297566, "ret_p3m": 0.2113121292028881, "ret_signed_p3m": 0.2113121292028881, "alpha_spy_p3m": 0.18198053495825528, "alpha_c_p3m": -0.032248343335862684, "bench_spy_p3m": 0.02933159424463283, "bench_c_p3m": 0.2435604725387508, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.04572936464931909, "alpha_spy_stated": 0.04909382018892361, "alpha_c_stated": -0.0007040390636565697, "price_path": [-0.4542, -0.4548, -0.4281, -0.4687, -0.4213, -0.4193, -0.4203, -0.3828, -0.4125, -0.4033, -0.4226, -0.3986, -0.4105, -0.4432, -0.4495, -0.5093, -0.4947, -0.4544, -0.4529, -0.4389, -0.4389, -0.4238, -0.4141, -0.4165, -0.4294, -0.4477, -0.422, -0.3984, -0.385, -0.3574, -0.3702, -0.4124, -0.4213, -0.4335, -0.4505, -0.3944, -0.3521, -0.3261, -0.3268, -0.3015, -0.3015, -0.3061, -0.2824, -0.2867, -0.3043, -0.3043, -0.2311, -0.2391, -0.1629, -0.1723, -0.2029, -0.1588, -0.1569, -0.1758, -0.1874, -0.1794, -0.1158, -0.1158, -0.1103, -0.0515, -0.0309, -0.0258, -0.0516, 0.0, 0.061, 0.0623, 0.0113, 0.0672, 0.0224, -0.0752, -0.0667, -0.0379, -0.0652, -0.0902, 0.0002, 0.0091, 0.0035, 0.0035, -0.0255, 0.0261, 0.0173, 0.0437, 0.0262, 0.0189, 0.0457, 0.013, 0.0052, 0.0059, -0.0745, -0.0231, -0.0322, -0.0974, -0.051, -0.0174, 0.0206, -0.0119, 0.0387, 0.0769, 0.1254, 0.1255, 0.083, 0.0309, -0.0144, -0.0359, -0.0686, -0.1335, -0.1292, -0.2153, -0.1761, -0.103, -0.1069, -0.1069, -0.0788, -0.0792, -0.0081, 0.0279, 0.0257, 0.0402, 0.1356, 0.1126, 0.115, 0.1097, 0.0935, 0.0959, 0.1888, 0.1747, 0.2113, 0.2792, 0.2298, 0.2643, 0.2612, 0.3222, 0.4057, 0.5612, 0.6256, 0.5769, 0.8212, 0.9395, 0.8694, 0.9597, 0.8924, 0.7672, 0.662, 0.704, 0.785, 0.8585, 0.8314, 0.8314, 1.1847, 1.264, 1.2521, 1.3679, 1.5252, 1.5949, 1.6327, 1.4289, 1.107, 1.3149, 1.2823, 1.175, 1.4286, 1.3938, 1.6532, 1.4892, 1.5439, 1.7654, 1.7654, 1.9541, 1.5649, 1.5649, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:1995572120727027796", "ticker_idx": 0, "ts": "2025-12-01T19:14:04+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": "HBM", "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "There is no AI without superfast stacked memory, HBM.", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Endorses bullish MU thesis: cheap valuation, HBM indispensable to AI, surging DRAM/NAND prices.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "🟦 $MU There is no AI without superfast stacked memory, HBM. https://t.co/W76L1BaMEX", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": -0.016551705917428605, "ret_signed_m1d": -0.016551705917428605, "alpha_spy_m1d": -0.021138115334576102, "alpha_c_m1d": -0.014625152586645762, "bench_spy_m1d": 0.004586409417147497, "bench_c_m1d": -0.001926553330782843, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0040339623070494435, "ret_signed_p1d": -0.0040339623070494435, "alpha_spy_p1d": -0.005886148712956563, "alpha_c_p1d": -0.022364623317011723, "bench_spy_p1d": 0.0018521864059071191, "bench_c_p1d": 0.01833066100996228, "ret_p1w": 0.02686511693365512, "ret_signed_p1w": 0.02686511693365512, "alpha_spy_p1w": 0.02192589287437441, "alpha_c_p1w": -0.01730415158753207, "bench_spy_p1w": 0.004939224059280711, "bench_c_p1w": 0.04416926852118719, "ret_p1m": 0.21745068798942002, "ret_signed_p1m": 0.21745068798942002, "alpha_spy_p1m": 0.20455875050057548, "alpha_c_p1m": 0.18492443476487375, "bench_spy_p1m": 0.01289193748884454, "bench_c_p1m": 0.032526253224546275, "ret_p3m": 0.7288856990453778, "ret_signed_p3m": 0.7288856990453778, "alpha_spy_p3m": 0.7126175063619031, "alpha_c_p3m": 0.5579541129810548, "bench_spy_p3m": 0.01626819268347468, "bench_c_p3m": 0.17093158606432302, "ret_p6m": 2.728763126746933, "ret_signed_p6m": 2.728763126746933, "alpha_spy_p6m": 2.619109783416582, "alpha_c_p6m": 2.0174824644490172, "bench_spy_p6m": 0.10965334333035126, "bench_c_p6m": 0.711280662297916, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.21745068798942002, "alpha_spy_stated": 0.20455875050057548, "alpha_c_stated": 0.18492443476487375, "price_path": [-0.5066, -0.4838, -0.454, -0.4536, -0.4379, -0.4181, -0.3742, -0.3465, -0.3443, -0.3399, -0.3351, -0.2981, -0.3237, -0.3158, -0.3084, -0.3279, -0.3482, -0.3464, -0.3188, -0.3046, -0.243, -0.2363, -0.2189, -0.2059, -0.2278, -0.1826, -0.2002, -0.2448, -0.1983, -0.2221, -0.2018, -0.1577, -0.1584, -0.1401, -0.1587, -0.1746, -0.1404, -0.0892, -0.0847, -0.0771, -0.0575, -0.0684, -0.0694, -0.024, -0.0933, -0.0123, -0.0089, -0.0106, 0.0534, 0.0027, 0.0185, -0.0146, 0.0265, 0.0062, -0.0497, -0.0605, -0.1626, -0.1376, -0.0687, -0.0662, -0.0424, -0.0424, -0.0166, 0.0, -0.004, -0.0262, -0.0574, -0.0135, 0.0269, 0.0497, 0.0967, 0.0749, 0.0028, -0.0123, -0.0331, -0.0621, 0.0336, 0.1059, 0.1503, 0.1489, 0.1922, 0.1922, 0.1844, 0.2247, 0.2175, 0.1874, 0.1874, 0.3123, 0.2987, 0.4288, 0.4127, 0.3605, 0.4357, 0.4389, 0.4067, 0.3869, 0.4005, 0.5092, 0.5092, 0.5185, 0.6188, 0.6541, 0.6627, 0.6188, 0.7068, 0.8109, 0.8131, 0.7261, 0.8214, 0.745, 0.5784, 0.593, 0.6421, 0.5955, 0.5529, 0.7072, 0.7223, 0.7127, 0.7127, 0.6632, 0.7513, 0.7363, 0.7813, 0.7514, 0.7391, 0.7848, 0.7289, 0.7156, 0.7169, 0.5796, 0.6674, 0.6519, 0.5406, 0.6197, 0.6771, 0.7419, 0.6864, 0.7729, 0.8381, 0.9208, 0.921, 0.8483, 0.7594, 0.6822, 0.6456, 0.5896, 0.4788, 0.4862, 0.3394, 0.4061, 0.531, 0.5243, 0.5243, 0.5723, 0.5715, 0.6929, 0.7544, 0.7505, 0.7754, 0.9381, 0.8989, 0.903, 0.8941, 0.8664, 0.8704, 1.029, 1.005, 1.0674, 1.1833, 1.0989, 1.1579, 1.1525, 1.2567, 1.3993, 1.6646, 1.7744, 1.6914, 2.1083, 2.3103, 2.1906, 2.3448, 2.2298, 2.0161, 1.8367, 1.9082, 2.0466, 2.172, 2.1258, 2.1258, 2.7288]}
{"unit_id": "reply:2021458836574568689", "ticker_idx": 0, "ts": "2026-02-11T05:38:38+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "It should. AI wants more context..more.memory", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Endorses MU rocket thesis; AI demand driving need for more memory.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@jpgola It should. AI wants more context..more.memory", "reply_text": null, "parent_text": "@TradexWhisperer This is a great read!! $MU took a small break but ready to 🚀", "quoted_text": null, "parent_author": "jpgola", "ret_m1d": -0.09038847502394831, "ret_signed_m1d": -0.09038847502394831, "alpha_spy_m1d": -0.09061965059740684, "alpha_c_m1d": -0.06623111680233484, "bench_spy_m1d": 0.0002311755734585308, "bench_c_m1d": -0.024157358221613467, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.008846330552533033, "ret_signed_p1d": 0.008846330552533033, "alpha_spy_p1d": 0.024295190250419263, "alpha_c_p1d": 0.029749010173658275, "bench_spy_p1d": -0.01544885969788623, "bench_c_p1d": -0.020902679621125242, "ret_p1w": 0.025856644624870917, "ret_signed_p1w": 0.025856644624870917, "alpha_spy_p1w": 0.034050829978377606, "alpha_c_p1w": 0.031233015213836368, "bench_spy_p1w": -0.008194185353506689, "bench_c_p1w": -0.005376370588965451, "ret_p1m": -0.012160672600280864, "ret_signed_p1m": -0.012160672600280864, "alpha_spy_p1m": 0.025269286388445278, "alpha_c_p1m": 0.05209024107664584, "bench_spy_p1m": -0.03742995898872614, "bench_c_p1m": -0.0642509136769267, "ret_p3m": 0.9390362248077155, "ret_signed_p3m": 0.9390362248077155, "alpha_spy_p3m": 0.8677040620427314, "alpha_c_p3m": 0.5496008632794793, "bench_spy_p3m": 0.07133216276498411, "bench_c_p3m": 0.3894353615282362, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.012160672600280864, "alpha_spy_stated": 0.025269286388445278, "alpha_c_stated": 0.05209024107664584, "price_path": [-0.3987, -0.4106, -0.4434, -0.4497, -0.5095, -0.4948, -0.4545, -0.453, -0.4391, -0.4391, -0.4239, -0.4142, -0.4166, -0.4296, -0.4479, -0.4221, -0.3985, -0.3851, -0.3576, -0.3704, -0.4126, -0.4214, -0.4336, -0.4506, -0.3945, -0.3522, -0.3262, -0.327, -0.3016, -0.3016, -0.3062, -0.2826, -0.2869, -0.3045, -0.3045, -0.2313, -0.2393, -0.1631, -0.1725, -0.2031, -0.159, -0.1571, -0.176, -0.1876, -0.1796, -0.116, -0.116, -0.1105, -0.0517, -0.0311, -0.0261, -0.0518, -0.0002, 0.0608, 0.062, 0.0111, 0.0669, 0.0222, -0.0754, -0.0669, -0.0381, -0.0654, -0.0904, 0.0, 0.0088, 0.0032, 0.0032, -0.0257, 0.0259, 0.0171, 0.0435, 0.0259, 0.0187, 0.0455, 0.0127, 0.0049, 0.0057, -0.0747, -0.0233, -0.0324, -0.0976, -0.0512, -0.0176, 0.0203, -0.0122, 0.0385, 0.0767, 0.1251, 0.1252, 0.0827, 0.0306, -0.0146, -0.0361, -0.0688, -0.1337, -0.1295, -0.2154, -0.1763, -0.1032, -0.1071, -0.1071, -0.079, -0.0794, -0.0084, 0.0277, 0.0254, 0.04, 0.1353, 0.1123, 0.1147, 0.1095, 0.0933, 0.0956, 0.1885, 0.1744, 0.211, 0.2789, 0.2295, 0.264, 0.2609, 0.3219, 0.4054, 0.5608, 0.6252, 0.5765, 0.8207, 0.939, 0.8689, 0.9593, 0.8919, 0.7667, 0.6616, 0.7035, 0.7846, 0.858, 0.831, 0.831, 1.1842, 1.2635, 1.2516, 1.3673, 1.5246, 1.5943, 1.632, 1.4283, 1.1065, 1.3144, 1.2817, 1.1744, 1.428, 1.3932, 1.6525, 1.4886, 1.5433, 1.7647, 1.7647, 1.9534, 1.5642, 1.5642, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2022812122862739681", "ticker_idx": 0, "ts": "2026-02-14T23:16:06+00:00", "symbol": "000660.KS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I am more bullish on Hynix than Samsung due to HBM leadership (HBM3E is still the money maker by far)", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long both Hynix and Samsung; higher conviction on Hynix as HBM leader with HBM3E as key driver.", "resolved_tickers": ["000660.KS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@moochachito Samsung/Hynix looking good, just as good as MU. I am more bullish on Hynix than Samsung due to HBM leadership (HBM3E is still the money maker by far).", "reply_text": null, "parent_text": "@TradexWhisperer Thoughts on equity in Samsung or Hynix? $EWY ETF's holdings are ~50% korean memory. Will be curious if Hynix offers ADR later this year. My $MU holdings > $EWY", "quoted_text": null, "parent_author": "moochachito", "ret_m1d": -0.015659952279701628, "ret_signed_m1d": -0.015659952279701628, "alpha_spy_m1d": -0.014049068394444197, "alpha_c_m1d": -0.01617525607603998, "bench_spy_m1d": -0.0016108838852574303, "bench_c_m1d": 0.0005153037963383511, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.06152123109150964, "ret_signed_p1d": 0.06152123109150964, "alpha_spy_p1d": 0.05648352354093289, "alpha_c_p1d": 0.049153490651851595, "bench_spy_p1d": 0.005037707550576753, "bench_c_p1d": 0.012367740439658048, "ret_p1w": 0.23157486301307006, "ret_signed_p1w": 0.23157486301307006, "alpha_spy_p1w": 0.22498485897575127, "alpha_c_p1w": 0.20298662317281502, "bench_spy_p1w": 0.006590004037318797, "bench_c_p1w": 0.028588239840255047, "ret_p1m": 0.1284766862854474, "ret_signed_p1m": 0.1284766862854474, "alpha_spy_p1m": 0.15984520614401454, "alpha_c_p1m": 0.1624390332369997, "bench_spy_p1m": -0.031368519858567145, "bench_c_p1m": -0.033962346951552314, "ret_p3m": 0.9555033191323146, "ret_signed_p3m": 0.9555033191323146, "alpha_spy_p3m": 0.8700691438267771, "alpha_c_p3m": 0.5902852544878614, "bench_spy_p3m": 0.08543417530553743, "bench_c_p3m": 0.36521806464445317, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.1284766862854474, "alpha_spy_stated": 0.15984520614401454, "alpha_c_stated": 0.1624390332369997, "price_path": [-0.4188, -0.4199, -0.4143, -0.3915, -0.4072, -0.3982, -0.3758, -0.3826, -0.3937, -0.3915, -0.3546, -0.3669, -0.3434, -0.368, -0.3613, -0.3803, -0.4072, -0.3837, -0.3826, -0.3881, -0.3512, -0.3468, -0.3423, -0.3423, -0.33, -0.2841, -0.2718, -0.2718, -0.2718, -0.2427, -0.2215, -0.1879, -0.17, -0.1544, -0.1678, -0.1622, -0.1745, -0.17, -0.1622, -0.1544, -0.1454, -0.1689, -0.1723, -0.1555, -0.1421, -0.1767, -0.1051, -0.0593, -0.0369, 0.0168, -0.0716, 0.0145, 0.0067, -0.0582, -0.0615, -0.0078, -0.0201, -0.038, -0.0067, -0.0157, -0.0157, -0.0157, -0.0157, 0.0, 0.0615, 0.0638, 0.1242, 0.1387, 0.2316, 0.189, 0.189, 0.0523, -0.0486, 0.0545, 0.0355, -0.0632, 0.0512, 0.0702, 0.0422, 0.0198, 0.0915, 0.087, 0.1834, 0.1352, 0.1285, 0.0455, 0.1049, 0.115, 0.0455, 0.0455, -0.0217, -0.0956, 0.0052, -0.0699, -0.0183, -0.0071, 0.0265, 0.1576, 0.1184, 0.1509, 0.1655, 0.2361, 0.273, 0.2943, 0.2641, 0.3067, 0.3717, 0.3705, 0.3728, 0.3694, 0.4479, 0.4568, 0.449, 0.4411, 0.4411, 0.6216, 0.6216, 0.7941, 0.8535, 0.8894, 1.1068, 1.0564, 1.2144, 1.2076, 1.0384, 1.062, 0.9555, 0.9555, 1.174, 1.1751, 1.1751, 1.2995, 1.5136, 1.5656, 1.6149, 1.6485, 1.6451, 1.6451, 1.5756, 1.3201, 1.1419, 1.4826, 1.2954, 1.3548, 1.4098, 1.5644, 1.6698, 1.8256, 2.0094, 2.0979, 2.2717, 1.8637, 1.8917, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2022812122862739681", "ticker_idx": 1, "ts": "2026-02-14T23:16:06+00:00", "symbol": "005930.KS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Samsung/Hynix looking good, just as good as MU", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long both Hynix and Samsung; higher conviction on Hynix as HBM leader with HBM3E as key driver.", "resolved_tickers": ["005930.KS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Consumer Electronics'", "bench_c_industry": "Consumer Electronics", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@moochachito Samsung/Hynix looking good, just as good as MU. I am more bullish on Hynix than Samsung due to HBM leadership (HBM3E is still the money maker by far).", "reply_text": null, "parent_text": "@TradexWhisperer Thoughts on equity in Samsung or Hynix? $EWY ETF's holdings are ~50% korean memory. Will be curious if Hynix offers ADR later this year. My $MU holdings > $EWY", "quoted_text": null, "parent_author": "moochachito", "ret_m1d": -0.04631581532347695, "ret_signed_m1d": -0.04631581532347695, "alpha_spy_m1d": -0.04470493143821952, "alpha_c_m1d": -0.04688946939132144, "bench_spy_m1d": -0.0016108838852574303, "bench_c_m1d": 0.0005736540678444868, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0005263338756542613, "ret_signed_p1d": 0.0005263338756542613, "alpha_spy_p1d": -0.004511373674922492, "alpha_c_p1d": -0.009726183578519176, "bench_spy_p1d": 0.005037707550576753, "bench_c_p1d": 0.010252517454173438, "ret_p1w": 0.14736845835266799, "ret_signed_p1w": 0.14736845835266799, "alpha_spy_p1w": 0.1407784543153492, "alpha_c_p1w": 0.14134591312271505, "bench_spy_p1w": 0.006590004037318797, "bench_c_p1w": 0.006022545229952936, "ret_p1m": 0.04947365376328716, "ret_signed_p1m": 0.04947365376328716, "alpha_spy_p1m": 0.08084217362185431, "alpha_c_p1m": 0.0603711070945383, "bench_spy_p1m": -0.031368519858567145, "bench_c_p1m": -0.010897453331251139, "ret_p3m": 0.45300123618826804, "ret_signed_p3m": 0.45300123618826804, "alpha_spy_p3m": 0.3675670608827306, "alpha_c_p3m": 0.18773618190881525, "bench_spy_p3m": 0.08543417530553743, "bench_c_p3m": 0.2652650542794528, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.04947365376328716, "alpha_spy_stated": 0.08084217362185431, "alpha_c_stated": 0.0603711070945383, "price_path": [-0.4935, -0.4799, -0.4616, -0.4579, -0.4736, -0.472, -0.4584, -0.4527, -0.4495, -0.4322, -0.4265, -0.4322, -0.4343, -0.438, -0.4296, -0.4511, -0.4616, -0.4349, -0.4364, -0.4432, -0.4212, -0.416, -0.4181, -0.4181, -0.3872, -0.3711, -0.3689, -0.3689, -0.3689, -0.3237, -0.2732, -0.2689, -0.2579, -0.2695, -0.2684, -0.2695, -0.2758, -0.2616, -0.2426, -0.2163, -0.2142, -0.2358, -0.2132, -0.1984, -0.1995, -0.1995, -0.1605, -0.1453, -0.1542, -0.1553, -0.2084, -0.1184, -0.11, -0.1616, -0.1653, -0.1242, -0.1274, -0.1168, -0.06, -0.0463, -0.0463, -0.0463, -0.0463, 0.0, 0.0005, 0.0158, 0.0526, 0.0711, 0.1474, 0.1395, 0.1395, 0.0268, -0.0937, 0.0084, -0.0095, -0.0868, -0.0111, 0.0, -0.0111, -0.0342, -0.0068, 0.0205, 0.0974, 0.0553, 0.0495, -0.0195, -0.0016, -0.0053, -0.0521, -0.0521, -0.0702, -0.1182, 0.0002, -0.0591, -0.018, 0.0184, 0.0364, 0.1102, 0.0759, 0.0865, 0.0601, 0.0891, 0.1128, 0.1471, 0.1392, 0.1313, 0.155, 0.1471, 0.184, 0.1577, 0.184, 0.1708, 0.1919, 0.1629, 0.1629, 0.2262, 0.2262, 0.4029, 0.4319, 0.4161, 0.5057, 0.4715, 0.4978, 0.5611, 0.4266, 0.482, 0.453, 0.4556, 0.5796, 0.5427, 0.5427, 0.5769, 0.6191, 0.5796, 0.6719, 0.8406, 0.9013, 0.9013, 0.8538, 0.7352, 0.5585, 0.6982, 0.5954, 0.5769, 0.7009, 0.7774, 0.809, 0.8275, 0.9118, 0.867, 0.8644, 0.635, 0.7958, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2008593258482651460", "ticker_idx": 0, "ts": "2026-01-06T17:35:25+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Micron Bears Get Ready For A Paradigm Shift", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish MU: trades at 9x forward P/E vs peers at 37–43x; HBM acceleration is early-stage, paradigm shift ahead.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "🔥 $MU Micron Bears Get Ready For A Paradigm Shift https://t.co/dyFBixe3qk", "reply_text": null, "parent_text": null, "quoted_text": "$MU Micron is now the 24th largest company in the US, trailing just behind AMD and Costco.\n\nYet it trades at one of the lowest forward P/Es:\n\nCostco: 43x\nAMD: 37x\nMicron: 9x\n\nHBM is relatively a new tech that only started accelerating profits in 2025\n\nWe are still very early https://t.co/GzmXYI1Q9L", "parent_author": null, "ret_m1d": -0.09108110135954206, "ret_signed_m1d": -0.09108110135954206, "alpha_spy_m1d": -0.08516910265234834, "alpha_c_m1d": -0.06520524638393754, "bench_spy_m1d": -0.005911998707193722, "bench_c_m1d": -0.025875854975604518, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.01129775047765147, "ret_signed_p1d": -0.01129775047765147, "alpha_spy_p1d": -0.008074338196453312, "alpha_c_p1d": -0.004590134419998004, "bench_spy_p1d": -0.003223412281198157, "bench_c_p1d": -0.006707616057653465, "ret_p1w": -0.015432507039869536, "ret_signed_p1w": -0.015432507039869536, "alpha_spy_p1w": -0.018265664965696038, "alpha_c_p1w": -0.0255197154175677, "bench_spy_p1w": 0.0028331579258265016, "bench_c_p1w": 0.010087208377698165, "ret_p1m": 0.10473759484132872, "ret_signed_p1m": 0.10473759484132872, "alpha_spy_p1m": 0.11286118271924794, "alpha_c_p1m": 0.11918474971996851, "bench_spy_p1m": -0.008123587877919225, "bench_c_p1m": -0.01444715487863979, "ret_p3m": 0.06686622594363056, "ret_signed_p3m": 0.06686622594363056, "alpha_spy_p3m": 0.11628573145943244, "alpha_c_p3m": 0.054740916965154485, "bench_spy_p3m": -0.049419505515801876, "bench_c_p3m": 0.01212530897847608, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.10473759484132872, "alpha_spy_stated": 0.11286118271924794, "alpha_c_stated": 0.11918474971996851, "price_path": [-0.4402, -0.4714, -0.4389, -0.4555, -0.4413, -0.4105, -0.4109, -0.3982, -0.4112, -0.4223, -0.3983, -0.3625, -0.3594, -0.3541, -0.3404, -0.348, -0.3487, -0.3169, -0.3654, -0.3087, -0.3063, -0.3075, -0.2627, -0.2982, -0.2872, -0.3103, -0.2816, -0.2958, -0.3349, -0.3424, -0.4139, -0.3964, -0.3482, -0.3465, -0.3298, -0.3298, -0.3117, -0.3001, -0.3029, -0.3184, -0.3403, -0.3095, -0.2813, -0.2653, -0.2324, -0.2477, -0.2981, -0.3087, -0.3233, -0.3436, -0.2766, -0.226, -0.1949, -0.1959, -0.1656, -0.1656, -0.1711, -0.1429, -0.1479, -0.1689, -0.1689, -0.0816, -0.0911, 0.0, -0.0113, -0.0478, 0.0048, 0.0071, -0.0154, -0.0294, -0.0198, 0.0563, 0.0563, 0.0628, 0.133, 0.1577, 0.1637, 0.133, 0.1945, 0.2674, 0.2689, 0.208, 0.2748, 0.2213, 0.1047, 0.1149, 0.1493, 0.1167, 0.0868, 0.1948, 0.2054, 0.1987, 0.1987, 0.1641, 0.2257, 0.2152, 0.2467, 0.2258, 0.2172, 0.2492, 0.21, 0.2007, 0.2016, 0.1056, 0.167, 0.1561, 0.0782, 0.1336, 0.1738, 0.2191, 0.1803, 0.2408, 0.2864, 0.3443, 0.3445, 0.2936, 0.2314, 0.1774, 0.1517, 0.1126, 0.035, 0.0402, -0.0626, -0.0159, 0.0716, 0.0669, 0.0669, 0.1004, 0.0999, 0.1848, 0.2279, 0.2252, 0.2426, 0.3565, 0.329, 0.3319, 0.3256, 0.3063, 0.3091, 0.42, 0.4033, 0.447, 0.5281, 0.469, 0.5103, 0.5065, 0.5795, 0.6792, 0.8649, 0.9418, 0.8836, 1.1755, 1.3168, 1.2331, 1.341, 1.2605, 1.111, 0.9853, 1.0354, 1.1323, 1.22, 1.1877, 1.1877, 1.6097, 1.7045, 1.6902, 1.8285, 2.0164, 2.0997, 2.1448, 1.9014, 1.5169, 1.7653, 1.7263, 1.5981, 1.901, 1.8595, 2.1693, 1.9735, 2.0388, 2.3033, 2.3033, 2.5288, 2.0638, 2.0638, null, null, null, null, null]}
{"unit_id": "quote:1988075788026130544", "ticker_idx": 0, "ts": "2025-11-11T02:46:19+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "We will eventually need AIs to do that job for us but more importantly we need a stable platform for AI agents to stand on... AIs need.. PALANTIR ONTOLOGY", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish PLTR as the essential foundational platform for AI agents via its Ontology, validating institutional accumulation despite stretched valuation.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "$PLTR Eventually, all the data we generate will be more complex and too much for humans to digest them all. We will eventually need AIs to do that job for us but more importantly we need a stable platform for AI agents to stand on, you can't throw an AI agent in the water and expect it to swim. AIs need.. \n\nPALANTIR ONTOLOGY\n\n“There were 5 exabytes of information created between the dawn of civilization through 2003, but that much information is now created every two days.” — Eric Schmidt\n\n“Information is the oil of the 21st century, and analytics is the combustion engine.” — Peter Sondergaard\n\n“Without big data, you are blind and deaf and in the middle of a freeway.” — Geoffrey Moore\n\nLet's Fucking Go", "reply_text": null, "parent_text": null, "quoted_text": "$PLTR valuation makes ZERO sense \n\nBut then why do institutions keep buying it?\nWhat do they know that you don't?\n\nI work in BIG DATA analytics and let me share the secrets of Palantir in the most basic way\n\nPalantir has monopoly on Automated Governance, serving as the ultimate https://t.co/XGLRmO7rq8", "parent_author": null, "ret_m1d": 0.013877219330302504, "ret_signed_m1d": 0.013877219330302504, "alpha_spy_m1d": 0.016161347996937248, "alpha_c_m1d": 0.016161347996937248, "bench_spy_m1d": -0.002284128666634744, "bench_c_m1d": -0.002284128666634744, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.035557228247776296, "ret_signed_p1d": -0.035557228247776296, "alpha_spy_p1d": -0.036113528460312905, "alpha_c_p1d": -0.036113528460312905, "bench_spy_p1d": 0.000556300212536609, "bench_c_p1d": 0.000556300212536609, "ret_p1w": -0.12374321351077189, "ret_signed_p1w": -0.12374321351077189, "alpha_spy_p1w": -0.09018535378348336, "alpha_c_p1w": -0.09018535378348336, "bench_spy_p1w": -0.03355785972728853, "bench_c_p1w": -0.03355785972728853, "ret_p1m": -0.015971946714098628, "ret_signed_p1m": -0.015971946714098628, "alpha_spy_p1m": -0.022662956996371886, "alpha_c_p1m": -0.022662956996371886, "bench_spy_p1m": 0.0066910102822732576, "bench_c_p1m": 0.0066910102822732576, "ret_p3m": -0.2883326920902567, "ret_signed_p3m": -0.2883326920902567, "alpha_spy_p3m": -0.302477170121354, "alpha_c_p3m": -0.302477170121354, "bench_spy_p3m": 0.014144478031097307, "bench_c_p3m": 0.014144478031097307, "ret_p6m": -0.29938212933453356, "ret_signed_p6m": -0.29938212933453356, "alpha_spy_p6m": -0.37992149726071767, "alpha_c_p6m": -0.37992149726071767, "bench_spy_p6m": 0.0805393679261841, "bench_c_p6m": 0.0805393679261841, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.015971946714098628, "alpha_spy_stated": -0.022662956996371886, "alpha_c_stated": -0.022662956996371886, "price_path": [-0.0521, -0.0722, -0.0887, -0.1739, -0.183, -0.1821, -0.1687, -0.1769, -0.1576, -0.1793, -0.172, -0.1794, -0.1794, -0.1774, -0.1888, -0.1823, -0.1982, -0.1826, -0.1498, -0.1268, -0.1393, -0.1023, -0.1034, -0.1084, -0.1185, -0.0733, -0.0449, -0.0609, -0.044, -0.0597, -0.062, -0.0701, -0.0634, -0.0447, -0.0315, -0.0205, -0.0937, -0.0599, -0.046, -0.0388, -0.0287, -0.0813, -0.072, -0.0588, -0.0594, -0.0672, -0.0671, -0.0491, -0.0495, -0.081, -0.0549, -0.0331, -0.0093, -0.0071, 0.0411, 0.0188, 0.0498, 0.0849, -0.0012, -0.016, -0.0833, -0.0682, 0.0139, 0.0, -0.0356, -0.0986, -0.0888, -0.1032, -0.1237, -0.1337, -0.1844, -0.1891, -0.1503, -0.1435, -0.1319, -0.1319, -0.1179, -0.1229, -0.1061, -0.0779, -0.0683, -0.0482, -0.0496, -0.0478, -0.016, -0.0179, -0.0387, -0.0404, -0.0168, -0.0716, -0.0276, 0.0127, 0.0158, 0.0166, 0.0168, 0.0168, -0.0118, -0.0355, -0.053, -0.0692, -0.0692, -0.121, -0.0886, -0.0589, -0.0486, -0.0738, -0.0705, -0.0605, -0.0628, -0.0658, -0.0727, -0.1047, -0.1047, -0.1175, -0.1342, -0.1312, -0.1119, -0.123, -0.1323, -0.176, -0.2048, -0.2324, -0.2262, -0.1732, -0.2693, -0.3192, -0.2883, -0.2516, -0.2694, -0.2895, -0.3238, -0.3118, -0.3118, -0.3034, -0.2911, -0.2936, -0.2918, -0.3161, -0.3253, -0.2973, -0.2881, -0.2816, -0.2398, -0.2291, -0.1978, -0.2005, -0.177, -0.1808, -0.2085, -0.2061, -0.1962, -0.2095, -0.2003, -0.1879, -0.2, -0.1848, -0.2109, -0.1577, -0.1895, -0.1885, -0.2273, -0.2508, -0.2797, -0.234, -0.2329, -0.2226, -0.2226, -0.2253, -0.2141, -0.2629, -0.3167, -0.3294, -0.3068, -0.2894, -0.2556, -0.2524, -0.2334, -0.236, -0.2356, -0.2008, -0.2586, -0.2507, -0.2506, -0.2607, -0.2775, -0.2715, -0.2455, -0.2353, -0.2883, -0.2994]}
{"unit_id": "quote:2009317268522668475", "ticker_idx": 0, "ts": "2026-01-08T17:32:22+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU AI Inference Phase Is Here and Accelerating. Memory & Storage Paradigm Shift. Buckle Up.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish MU on AI inference acceleration driving a memory & storage paradigm shift.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU AI Inference Phase Is Here and Accelerating. Memory & Storage Paradigm Shift.\n\nBuckle Up.", "reply_text": null, "parent_text": null, "quoted_text": "Heavy usage growth of @Grok is causing occasional slowdowns in responses. \n\nAdditional computers are being brought online as I type this.", "parent_author": null, "ret_m1d": 0.038315736170364545, "ret_signed_m1d": 0.038315736170364545, "alpha_spy_m1d": 0.038214198547249056, "alpha_c_m1d": 0.022378278119149053, "bench_spy_m1d": 0.00010153762311548853, "bench_c_m1d": 0.015937458051215492, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05525664460054358, "ret_signed_p1d": 0.05525664460054358, "alpha_spy_p1d": 0.04864326160365495, "alpha_c_p1d": 0.028236775643010636, "bench_spy_p1d": 0.006613382996888628, "bench_c_p1d": 0.027019868957532944, "ret_p1w": 0.029386653765638426, "ret_signed_p1w": 0.029386653765638426, "alpha_spy_p1w": 0.025427309394337794, "alpha_c_p1w": -0.01660519849701303, "bench_spy_p1w": 0.003959344371300633, "bench_c_p1w": 0.045991852262651456, "ret_p1m": 0.2069293047868832, "ret_signed_p1m": 0.2069293047868832, "alpha_spy_p1m": 0.20531947516185345, "alpha_c_p1m": 0.14711089153823798, "bench_spy_p1m": 0.0016098296250297572, "bench_c_p1m": 0.05981841324864523, "ret_p3m": 0.15509334962517585, "ret_signed_p3m": 0.15509334962517585, "alpha_spy_p3m": 0.1964121320208836, "alpha_c_p3m": 0.09989259416656959, "bench_spy_p3m": -0.04131878239570774, "bench_c_p3m": 0.055200755458606254, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.2069293047868832, "alpha_spy_stated": 0.20531947516185345, "alpha_c_stated": 0.14711089153823798, "price_path": [-0.4108, -0.4282, -0.4133, -0.3809, -0.3814, -0.368, -0.3817, -0.3933, -0.3682, -0.3305, -0.3272, -0.3217, -0.3073, -0.3153, -0.316, -0.2826, -0.3336, -0.274, -0.2715, -0.2728, -0.2257, -0.263, -0.2514, -0.2757, -0.2455, -0.2604, -0.3015, -0.3094, -0.3845, -0.3661, -0.3155, -0.3137, -0.2962, -0.2962, -0.2772, -0.265, -0.268, -0.2842, -0.3072, -0.2749, -0.2452, -0.2284, -0.1939, -0.21, -0.2629, -0.274, -0.2893, -0.3107, -0.2403, -0.1872, -0.1546, -0.1555, -0.1237, -0.1237, -0.1295, -0.0998, -0.1052, -0.1272, -0.1272, -0.0355, -0.0455, 0.0502, 0.0383, 0.0, 0.0553, 0.0576, 0.034, 0.0194, 0.0294, 0.1093, 0.1093, 0.1161, 0.1899, 0.2158, 0.2221, 0.1898, 0.2545, 0.3311, 0.3326, 0.2687, 0.3388, 0.2826, 0.1602, 0.1708, 0.2069, 0.1727, 0.1414, 0.2548, 0.2659, 0.2588, 0.2588, 0.2225, 0.2872, 0.2762, 0.3093, 0.2873, 0.2782, 0.3118, 0.2707, 0.261, 0.2619, 0.161, 0.2255, 0.2141, 0.1323, 0.1905, 0.2327, 0.2803, 0.2395, 0.3031, 0.351, 0.4118, 0.4119, 0.3585, 0.2932, 0.2365, 0.2095, 0.1684, 0.087, 0.0923, -0.0155, 0.0335, 0.1253, 0.1204, 0.1204, 0.1556, 0.1551, 0.2443, 0.2895, 0.2867, 0.3049, 0.4245, 0.3957, 0.3988, 0.3922, 0.3718, 0.3747, 0.4913, 0.4737, 0.5196, 0.6047, 0.5427, 0.5861, 0.5821, 0.6587, 0.7635, 0.9585, 1.0392, 0.9782, 1.2846, 1.4331, 1.3451, 1.4585, 1.374, 1.2169, 1.085, 1.1376, 1.2393, 1.3314, 1.2975, 1.2975, 1.7407, 1.8402, 1.8252, 1.9705, 2.1678, 2.2553, 2.3026, 2.047, 1.6432, 1.904, 1.8631, 1.7284, 2.0466, 2.0029, 2.3284, 2.1227, 2.1913, 2.4691, 2.4691, 2.7059, 2.2176, 2.2176, null, null, null, null, null, null, null]}
{"unit_id": "reply:2022712986218172723", "ticker_idx": 0, "ts": "2026-02-14T16:42:10+00:00", "symbol": "HBM memory", "kind": "sector", "geography": null, "sub_sector": "HBM", "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "The supply isn't going to scale with the demands right now so it's bullish", "tweet_type": "analysis", "timeline": "unspecified", "summary": "HBM supply cannot keep pace with demand — bullish for HBM producers (Micron, Samsung, SK Hynix).", "resolved_tickers": ["MU", "000660.KS", "005930.KS"], "resolution_method": "basket", "resolution_reason": "HBM memory basket: Micron, SK Hynix, Samsung", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "Extremely hard for China to catch up. It's a moving target. If they ever figure out how to mass produce reliable HBM3, all other players will be mass producing HBM4E by then and working on HBM5. \n\nThe expansions are happening but they take decades for 100% utilization. The supply isn't going to scale with the demands right now so it's bullish.\n\n\"intentionally throttling back\" -- this is conspiracy theory. Memory fabrication takes months. Memory new production introduction takes years. This is not software where it can scale in few weeks. It doesn't work that way. There is an \"inertia\" component to the momentum of the production.", "reply_text": null, "parent_text": "@TradexWhisperer How specialized is current HBM? Is it difficult for China to catch up?\n\nHow fast can Micron, Samsung, and SK Hynix theoretically ramp up supply? Are they expanding as quickly as possible because they see crazy demand or are they intentionally throttling back to maximize margins?", "quoted_text": null, "parent_author": "500IQInvesting", "ret_m1d": -0.01075312514709481, "ret_signed_m1d": -0.01075312514709481, "alpha_spy_m1d": -0.00914224126183738, "alpha_c_m1d": -0.011268428943433162, "bench_spy_m1d": -0.0016108838852574303, "bench_c_m1d": 0.0005153037963383511, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03833391548625616, "ret_signed_p1d": 0.03833391548625616, "alpha_spy_p1d": 0.03329620793567941, "alpha_c_p1d": 0.025966175046598115, "bench_spy_p1d": 0.005037707550576753, "bench_c_p1d": 0.012367740439658048, "ret_p1w": 0.14151447242798162, "ret_signed_p1w": 0.14151447242798162, "alpha_spy_p1w": 0.13492446839066283, "alpha_c_p1w": 0.11292623258772658, "bench_spy_p1w": 0.006590004037318797, "bench_c_p1w": 0.028588239840255047, "ret_p1m": 0.11097021083587455, "ret_signed_p1m": 0.11097021083587455, "alpha_spy_p1m": 0.1423387306944417, "alpha_c_p1m": 0.14493255778742686, "bench_spy_p1m": -0.031368519858567145, "bench_c_p1m": -0.033962346951552314, "ret_p3m": 0.7406376477077972, "ret_signed_p3m": 0.7406376477077972, "alpha_spy_p3m": 0.6552034724022597, "alpha_c_p3m": 0.375419583063344, "bench_spy_p3m": 0.08543417530553743, "bench_c_p3m": 0.36521806464445317, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.11097021083587455, "alpha_spy_stated": 0.1423387306944417, "alpha_c_stated": 0.14493255778742686, "price_path": [-0.4696, -0.4604, -0.4386, -0.4293, -0.435, -0.4315, -0.4143, -0.4113, -0.4148, -0.4127, -0.4048, -0.402, -0.3868, -0.3916, -0.3772, -0.3951, -0.4219, -0.4082, -0.4125, -0.4225, -0.3837, -0.366, -0.3563, -0.3565, -0.3335, -0.3128, -0.3096, -0.3015, -0.3029, -0.2842, -0.2602, -0.2226, -0.2157, -0.1883, -0.1956, -0.2046, -0.1957, -0.1888, -0.1863, -0.1789, -0.1725, -0.1658, -0.1593, -0.147, -0.1227, -0.1272, -0.0887, -0.0771, -0.055, -0.0166, -0.0633, -0.022, -0.0027, -0.0569, -0.0926, -0.0581, -0.0534, -0.0652, -0.0444, -0.0119, -0.0088, -0.0108, -0.0108, 0.0, 0.0383, 0.0412, 0.0826, 0.0876, 0.1415, 0.1339, 0.1226, 0.0369, -0.0367, 0.0042, 0.0095, -0.0523, -0.0112, 0.0147, 0.0132, 0.011, 0.0329, 0.0578, 0.1286, 0.1151, 0.111, 0.0458, 0.0537, 0.0404, -0.0057, -0.0169, -0.0676, -0.1068, -0.0631, -0.0945, -0.0386, -0.0241, -0.0069, 0.071, 0.0464, 0.0851, 0.0934, 0.1259, 0.1511, 0.2022, 0.1817, 0.194, 0.2218, 0.2133, 0.2271, 0.249, 0.2791, 0.2902, 0.3179, 0.2887, 0.3005, 0.3806, 0.4015, 0.5465, 0.6292, 0.6579, 0.7436, 0.7989, 0.9008, 0.8957, 0.8254, 0.8286, 0.7406, 0.7055, 0.8341, 0.8499, 0.875, 0.9186, 1.004, 1.129, 1.2033, 1.2667, 1.3254, 1.3792, 1.3641, 1.2523, 1.0643, 1.1143, 1.0888, 1.0913, 1.1142, 1.278, 1.3117, 1.4586, 1.4919, 1.5252, 1.6579, 1.4455, 1.573, 1.632, 1.632, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:1972847327653319105", "ticker_idx": 0, "ts": "2025-09-30T02:13:51+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "it's the Bargain of the Century\n\nForward PE Ratio: 10.5 🤷‍♂️\n\nMicron's HBM4 will enable NVIDIA's next-generation Rubin platform, which is expected to arrive in 2026.", "tweet_type": "analysis", "timeline": "quarters", "summary": "Long MU: forward PE 10.5 is a bargain, HBM4 to power NVIDIA Rubin in 2026.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU Fast forward to today it rose as high as $170 and it's the Bargain of the Century\n\nForward PE Ratio: 10.5 🤷‍♂️\n\nMicron's HBM4 will enable NVIDIA's next-generation Rubin platform, which is expected to arrive in 2026.", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": -0.020439932213024092, "ret_signed_m1d": -0.020439932213024092, "alpha_spy_m1d": -0.016687325286544263, "alpha_c_m1d": -0.009102806049049228, "bench_spy_m1d": -0.003752606926479829, "bench_c_m1d": -0.011337126163974864, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.08863240251055848, "ret_signed_p1d": 0.08863240251055848, "alpha_spy_p1d": 0.08522482997112024, "alpha_c_p1d": 0.06617248297774947, "bench_spy_p1d": 0.0034075725394382417, "bench_c_p1d": 0.022459919532809014, "ret_p1w": 0.11048462427289563, "ret_signed_p1w": 0.11048462427289563, "alpha_spy_p1w": 0.10607123261535589, "alpha_c_p1w": 0.07772932038041502, "bench_spy_p1w": 0.004413391657539734, "bench_c_p1w": 0.0327553038924806, "ret_p1m": 0.3553186802508512, "ret_signed_p1m": 0.3553186802508512, "alpha_spy_p1m": 0.32348036659787294, "alpha_c_p1m": 0.22586035878711486, "bench_spy_p1m": 0.03183831365297829, "bench_c_p1m": 0.12945832146373637, "ret_p3m": 0.7031337046590578, "ret_signed_p3m": 0.7031337046590578, "alpha_spy_p3m": 0.6638502232981203, "alpha_c_p3m": 0.5786134794754889, "bench_spy_p3m": 0.03928348136093751, "bench_c_p3m": 0.12452022518356887, "ret_p6m": 1.285941508709545, "ret_signed_p6m": 1.285941508709545, "alpha_spy_p6m": 1.294377714946067, "alpha_c_p6m": 1.0594995203427975, "bench_spy_p6m": -0.00843620623652197, "bench_c_p6m": 0.22644198836674745, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": 0.7031337046590578, "alpha_spy_stated": 0.6638502232981203, "alpha_c_stated": 0.5786134794754889, "price_path": [-0.2698, -0.2698, -0.2833, -0.2564, -0.2694, -0.2642, -0.2557, -0.2911, -0.2822, -0.3041, -0.3231, -0.3163, -0.3233, -0.3472, -0.3436, -0.3322, -0.335, -0.3351, -0.3309, -0.3142, -0.3477, -0.3732, -0.3559, -0.3482, -0.3499, -0.3314, -0.2894, -0.2606, -0.2365, -0.2573, -0.2512, -0.2776, -0.2616, -0.2706, -0.2995, -0.308, -0.2967, -0.3042, -0.3037, -0.2963, -0.2709, -0.2887, -0.2887, -0.2919, -0.2905, -0.2577, -0.2149, -0.2143, -0.1917, -0.1633, -0.1001, -0.0603, -0.0571, -0.0508, -0.0438, 0.0094, -0.0274, -0.0161, -0.0054, -0.0335, -0.0627, -0.0601, -0.0204, 0.0, 0.0886, 0.0982, 0.1233, 0.142, 0.1105, 0.1754, 0.1502, 0.086, 0.1528, 0.1187, 0.1479, 0.2112, 0.2103, 0.2365, 0.2098, 0.1869, 0.2362, 0.3098, 0.3163, 0.3271, 0.3553, 0.3397, 0.3382, 0.4036, 0.3039, 0.4203, 0.4253, 0.4228, 0.5148, 0.4419, 0.4646, 0.417, 0.4761, 0.4469, 0.3665, 0.3511, 0.2043, 0.2401, 0.3392, 0.3428, 0.377, 0.377, 0.4142, 0.438, 0.4322, 0.4004, 0.3554, 0.4187, 0.4767, 0.5096, 0.5771, 0.5457, 0.4421, 0.4203, 0.3905, 0.3487, 0.4864, 0.5903, 0.6541, 0.6522, 0.7144, 0.7144, 0.7031, 0.7611, 0.7507, 0.7075, 0.7075, 0.8871, 0.8675, 1.0546, 1.0314, 0.9565, 1.0646, 1.0692, 1.0229, 0.9943, 1.014, 1.1702, 1.1702, 1.1837, 1.3279, 1.3786, 1.391, 1.3278, 1.4544, 1.6042, 1.6072, 1.4821, 1.6192, 1.5094, 1.2698, 1.2907, 1.3613, 1.2944, 1.2331, 1.455, 1.4767, 1.4629, 1.4629, 1.3918, 1.5184, 1.4969, 1.5616, 1.5186, 1.5008, 1.5666, 1.4862, 1.4671, 1.4689, 1.2715, 1.3977, 1.3754, 1.2154, 1.3292, 1.4117, 1.5049, 1.4251, 1.5494, 1.6432, 1.7622, 1.7624, 1.6579, 1.5301, 1.4191, 1.3663, 1.2859]}
{"unit_id": "quote:1985609893978783864", "ticker_idx": 0, "ts": "2025-11-04T07:27:44+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Buy every fucking dip when our BLUE candles shows up. Chips will be in short supply in 2026. Not just HBM but DRAM and NAND too.", "tweet_type": "prediction", "timeline": "months", "summary": "Bullish MU; buy every dip on anticipated chip supply shortage in 2026 across HBM, DRAM, and NAND.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "🟦 $MU Chips will be in short supply in 2026. Not just HBM but DRAM and NAND too.\n\nBuy every fucking dip when our BLUE candles shows up. +122% gains so far with the last five blue candles 💰💶\n\n250+ Daily BLUE Candle Alerts. Free Trial:\nhttps://t.co/ZQDP5HCFyq https://t.co/2jaqB6cmOU", "reply_text": null, "parent_text": null, "quoted_text": "🟦 $MU Upper Bollinger Band Climb Continues. $MSFT and $META's capex are exceeding expectations. It's all going to CHIPS.\n\n+102% gains with last five (D) BLUE candles 💰💷\n\n250+ Daily BLUE Candle Alerts. Free Trial:\nhttps://t.co/ZQDP5HCFyq https://t.co/ibS57R1fAa", "parent_author": null, "ret_m1d": 0.07645734278645588, "ret_signed_m1d": 0.07645734278645588, "alpha_spy_m1d": 0.06446151112856469, "alpha_c_m1d": 0.03864128111568288, "bench_spy_m1d": 0.011995831657891198, "bench_c_m1d": 0.037816061670773005, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.08929963523266649, "ret_signed_p1d": 0.08929963523266649, "alpha_spy_p1d": 0.08583415857651233, "alpha_c_p1d": 0.07019318178114564, "bench_spy_p1d": 0.003465476656154154, "bench_c_p1d": 0.019106453451520844, "ret_p1w": 0.10585705194197725, "ret_signed_p1w": 0.10585705194197725, "alpha_spy_p1w": 0.09436476432272611, "alpha_c_p1w": 0.11070458631208935, "bench_spy_p1w": 0.01149228761925114, "bench_c_p1w": -0.004847534370112094, "ret_p1m": 0.073980710015223, "ret_signed_p1m": 0.073980710015223, "alpha_spy_p1m": 0.06117036739383375, "alpha_c_p1m": 0.04106885009629635, "bench_spy_p1m": 0.012810342621389248, "bench_c_p1m": 0.032911859918926645, "ret_p3m": 0.9036261422706069, "ret_signed_p3m": 0.9036261422706069, "alpha_spy_p3m": 0.875821579696807, "alpha_c_p3m": 0.7563436252599787, "bench_spy_p3m": 0.02780456257379993, "bench_c_p3m": 0.14728251701062822, "ret_p6m": 1.379889789526489, "ret_signed_p6m": 1.379889789526489, "alpha_spy_p6m": 1.320071400772628, "alpha_c_p6m": 0.9592795764154793, "bench_spy_p6m": 0.05981838875386103, "bench_c_p6m": 0.42061021311100966, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.073980710015223, "alpha_spy_stated": 0.06117036739383375, "alpha_c_stated": 0.04106885009629635, "price_path": [-0.4872, -0.455, -0.4329, -0.4144, -0.4304, -0.4257, -0.446, -0.4337, -0.4406, -0.4627, -0.4693, -0.4606, -0.4664, -0.466, -0.4603, -0.4408, -0.4545, -0.4545, -0.4569, -0.4558, -0.4307, -0.3978, -0.3974, -0.3801, -0.3583, -0.3098, -0.2793, -0.2768, -0.272, -0.2667, -0.2259, -0.2541, -0.2454, -0.2372, -0.2588, -0.2811, -0.2791, -0.2487, -0.2331, -0.1651, -0.1578, -0.1385, -0.1242, -0.1483, -0.0986, -0.1179, -0.1671, -0.1159, -0.142, -0.1197, -0.0711, -0.0718, -0.0516, -0.0722, -0.0897, -0.0519, 0.0045, 0.0095, 0.0178, 0.0394, 0.0274, 0.0263, 0.0765, 0.0, 0.0893, 0.0931, 0.0912, 0.1618, 0.1059, 0.1232, 0.0868, 0.1321, 0.1097, 0.048, 0.0362, -0.0764, -0.0489, 0.0271, 0.0298, 0.0561, 0.0561, 0.0846, 0.1029, 0.0984, 0.074, 0.0395, 0.088, 0.1325, 0.1577, 0.2095, 0.1854, 0.106, 0.0893, 0.0664, 0.0344, 0.14, 0.2196, 0.2686, 0.2671, 0.3149, 0.3149, 0.3062, 0.3507, 0.3427, 0.3096, 0.3096, 0.4473, 0.4323, 0.5758, 0.558, 0.5005, 0.5834, 0.587, 0.5515, 0.5295, 0.5446, 0.6644, 0.6644, 0.6748, 0.7854, 0.8242, 0.8337, 0.7853, 0.8823, 0.9972, 0.9996, 0.9036, 1.0088, 0.9245, 0.7408, 0.7568, 0.811, 0.7596, 0.7126, 0.8828, 0.8995, 0.8889, 0.8889, 0.8343, 0.9315, 0.915, 0.9646, 0.9316, 0.918, 0.9684, 0.9067, 0.8921, 0.8935, 0.7421, 0.8389, 0.8218, 0.6991, 0.7863, 0.8496, 0.9211, 0.8599, 0.9552, 1.0271, 1.1184, 1.1186, 1.0385, 0.9404, 0.8553, 0.8148, 0.7532, 0.631, 0.6391, 0.4772, 0.5508, 0.6885, 0.6812, 0.6812, 0.734, 0.7332, 0.867, 0.9349, 0.9306, 0.958, 1.1375, 1.0942, 1.0988, 1.0889, 1.0584, 1.0628, 1.2377, 1.2112, 1.2801, 1.4079, 1.3148, 1.3799]}
{"unit_id": "quote:2030099133474951345", "ticker_idx": 0, "ts": "2026-03-07T01:52:05+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Big Squeeze Incoming", "tweet_type": "prediction", "timeline": "days", "summary": "HIMS short squeeze expected as 42% short interest meets NVO partnership catalyst forcing shorts to cover; NVO implied beneficiary of partnership.", "resolved_tickers": ["HIMS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - Specialty & Generic", "unit_kind": "quote", "lang": "en", "tweet_text": "$HIMS short interest is ~42% and the stock just ripped +40% after hours on the $NVO partnership news.\n\nWhen nearly half the float is short and the thesis blows up overnight, the exit door gets very small very fast.\n\nBig Squeeze Incoming. https://t.co/amBEHwTZZQ", "reply_text": null, "parent_text": null, "quoted_text": "$HIMS +30% AH on $NVO partnership.\n\n\"Novo and Hims End Feud, Will Sell Obesity Drugs Together\" -Bloomberg https://t.co/52oRGzbbmE", "parent_author": null, "ret_m1d": -0.2897111967734822, "ret_signed_m1d": -0.2897111967734822, "alpha_spy_m1d": -0.28102730580194435, "alpha_c_m1d": -0.28102730580194435, "bench_spy_m1d": -0.008683890971537878, "bench_c_m1d": -0.008683890971537878, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0591154997726846, "ret_signed_p1d": 0.0591154997726846, "alpha_spy_p1d": 0.06072251534917428, "alpha_c_p1d": 0.06072251534917428, "bench_spy_p1d": -0.0016070155764896787, "bench_c_p1d": -0.0016070155764896787, "ret_p1w": 0.12274365216984151, "ret_signed_p1w": 0.12274365216984151, "alpha_spy_p1w": 0.13636646542231023, "alpha_c_p1w": 0.13636646542231023, "bench_spy_p1w": -0.013622813252468724, "bench_c_p1w": -0.013622813252468724, "ret_p1m": -0.12003609502383417, "ret_signed_p1m": -0.12003609502383417, "alpha_spy_p1m": -0.09460419601794212, "alpha_c_p1m": -0.09460419601794212, "bench_spy_p1m": -0.025431899005892045, "bench_c_p1m": -0.025431899005892045, "ret_p3m": 0.2639891887071877, "ret_signed_p3m": 0.2639891887071877, "alpha_spy_p3m": 0.14473332629826197, "alpha_c_p3m": 0.14473332629826197, "bench_spy_p3m": 0.11925586240892572, "bench_c_p3m": 0.11925586240892572, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": 0.12274365216984151, "alpha_spy_stated": 0.13636646542231023, "alpha_c_stated": 0.13636646542231023, "price_path": [0.7094, 0.7044, 0.6792, 0.6358, 0.6634, 0.5781, 0.569, 0.6047, 0.5817, 0.5704, 0.5645, 0.5645, 0.5483, 0.5388, 0.491, 0.4653, 0.4653, 0.5077, 0.5663, 0.6002, 0.6002, 0.5284, 0.4301, 0.4594, 0.4531, 0.4134, 0.4093, 0.4161, 0.4161, 0.375, 0.3037, 0.3773, 0.3366, 0.3664, 0.3394, 0.2938, 0.3479, 0.2225, 0.1931, 0.1525, 0.1011, 0.0596, 0.0388, -0.1277, -0.222, -0.2468, -0.287, -0.2644, -0.2644, -0.2658, -0.2852, -0.2861, -0.2947, -0.3001, -0.3023, -0.2861, -0.296, -0.3448, -0.2563, -0.2861, -0.2577, -0.2834, -0.2897, 0.0, 0.0591, 0.1679, 0.0758, 0.1178, 0.1227, 0.1273, 0.0447, 0.0903, -0.0063, 0.0135, -0.037, -0.0596, -0.0587, -0.1255, -0.1525, -0.0632, -0.1047, -0.1363, -0.1363, -0.0826, -0.12, -0.125, -0.1088, -0.1232, -0.0456, -0.0361, 0.0961, 0.218, 0.3005, 0.3994, 0.343, 0.3091, 0.2703, 0.3791, 0.3263, 0.2595, 0.1882, 0.2261, 0.2369, 0.2306, 0.1882, 0.213, 0.1575, 0.2757, 0.315, 0.1295, 0.0894, 0.0939, 0.1304, 0.0059, 0.0126, 0.0397, 0.0835, 0.0718, 0.0718, 0.0763, 0.1372, 0.1453, 0.1801, 0.2527, 0.2414, 0.2414, 0.264, 0.1819, 0.2261, 0.3078, 0.2536, 0.3028, 0.2103, 0.3615, 0.4201, 0.4391, 0.6006, 0.6006, 0.5135, 0.4874, 0.4874, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2030099133474951345", "ticker_idx": 1, "ts": "2026-03-07T01:52:05+00:00", "symbol": "NVO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$HIMS short interest is ~42% and the stock just ripped +40% after hours on the $NVO partnership news", "tweet_type": "prediction", "timeline": "days", "summary": "HIMS short squeeze expected as 42% short interest meets NVO partnership catalyst forcing shorts to cover; NVO implied beneficiary of partnership.", "resolved_tickers": ["NVO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "quote", "lang": "en", "tweet_text": "$HIMS short interest is ~42% and the stock just ripped +40% after hours on the $NVO partnership news.\n\nWhen nearly half the float is short and the thesis blows up overnight, the exit door gets very small very fast.\n\nBig Squeeze Incoming. https://t.co/amBEHwTZZQ", "reply_text": null, "parent_text": null, "quoted_text": "$HIMS +30% AH on $NVO partnership.\n\n\"Novo and Hims End Feud, Will Sell Obesity Drugs Together\" -Bloomberg https://t.co/52oRGzbbmE", "parent_author": null, "ret_m1d": -0.030165908320467838, "ret_signed_m1d": -0.030165908320467838, "alpha_spy_m1d": -0.02148201734892996, "alpha_c_m1d": -0.02148201734892996, "bench_spy_m1d": -0.008683890971537878, "bench_c_m1d": -0.008683890971537878, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.02664653246739046, "ret_signed_p1d": -0.02664653246739046, "alpha_spy_p1d": -0.02503951689090078, "alpha_c_p1d": -0.02503951689090078, "bench_spy_p1d": -0.0016070155764896787, "bench_c_p1d": -0.0016070155764896787, "ret_p1w": -0.030165908320467838, "ret_signed_p1w": -0.030165908320467838, "alpha_spy_p1w": -0.016543095067999114, "alpha_c_p1w": -0.016543095067999114, "bench_spy_p1w": -0.013622813252468724, "bench_c_p1w": -0.013622813252468724, "ret_p1m": -0.038117956054028346, "ret_signed_p1m": -0.038117956054028346, "alpha_spy_p1m": -0.012686057048136301, "alpha_c_p1m": -0.012686057048136301, "bench_spy_p1m": -0.025431899005892045, "bench_c_p1m": -0.025431899005892045, "ret_p3m": 0.14013382813890218, "ret_signed_p3m": 0.14013382813890218, "alpha_spy_p3m": 0.020877965729976466, "alpha_c_p3m": 0.020877965729976466, "bench_spy_p3m": 0.11925586240892572, "bench_c_p3m": 0.11925586240892572, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": -0.030165908320467838, "alpha_spy_stated": -0.016543095067999114, "alpha_c_stated": -0.016543095067999114, "price_path": [0.233, 0.2642, 0.2614, 0.2662, 0.2308, 0.2009, 0.1968, 0.2089, 0.2092, 0.2974, 0.3213, 0.3213, 0.3172, 0.2939, 0.2876, 0.279, 0.279, 0.317, 0.3854, 0.4143, 0.4221, 0.4414, 0.4784, 0.5048, 0.4992, 0.4809, 0.4359, 0.5669, 0.5669, 0.5254, 0.4912, 0.5644, 0.5651, 0.6083, 0.5809, 0.5166, 0.4915, 0.494, 0.4814, 0.2645, 0.1863, 0.0895, 0.1976, 0.2411, 0.2348, 0.2252, 0.23, 0.2461, 0.2461, 0.2411, 0.2376, 0.2179, 0.1921, -0.0038, -0.0299, -0.0407, -0.0543, -0.0586, -0.0508, -0.0784, -0.0322, -0.0178, -0.0302, 0.0, -0.0266, -0.0239, -0.0442, -0.0458, -0.0302, -0.0339, -0.0586, -0.0679, -0.0817, -0.0744, -0.0726, -0.0867, -0.085, -0.094, -0.0803, -0.0423, -0.0493, -0.0363, -0.0363, -0.0444, -0.0381, -0.0199, -0.0243, -0.0222, -0.0102, 0.0247, 0.0635, 0.0666, 0.056, 0.0544, 0.0273, 0.0203, 0.0038, 0.0729, 0.0737, 0.0729, 0.05, 0.1003, 0.1435, 0.1568, 0.1693, 0.1925, 0.1936, 0.2006, 0.2092, 0.2248, 0.2269, 0.1936, 0.1659, 0.1539, 0.1539, 0.1745, 0.1568, 0.1717, 0.1717, 0.1516, 0.161, 0.186, 0.1878, 0.1485, 0.1185, 0.0945, 0.1401, 0.1195, 0.069, 0.0995, 0.1156, 0.1456, 0.1435, 0.1446, 0.1349, 0.1341, 0.1255, 0.1255, 0.1956, 0.2358, 0.2358, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:1990810319330169194", "ticker_idx": 0, "ts": "2025-11-18T15:52:22+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU Super DRAM Shortage Incoming. Why? HBM products consumes a TON of them.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish MU: HBM demand will drive a super DRAM shortage, reinforcing the bargain valuation thesis.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU Super DRAM Shortage Incoming. Why? HBM products consumes a TON of them. https://t.co/USAtNE8GY6", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": 0.058862194332913065, "ret_signed_m1d": 0.058862194332913065, "alpha_spy_m1d": 0.05039352488568416, "alpha_c_m1d": 0.03782956661841452, "bench_spy_m1d": 0.008468669447228905, "bench_c_m1d": 0.021032627714498542, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.011290986492159205, "ret_signed_p1d": -0.011290986492159205, "alpha_spy_p1d": -0.015154163135435827, "alpha_c_p1d": -0.029743376738839422, "bench_spy_p1d": 0.0038631766432766224, "bench_c_p1d": 0.018452390246680217, "ret_p1w": -0.017374203207281003, "ret_signed_p1w": -0.017374203207281003, "alpha_spy_p1w": -0.04000785367985715, "alpha_c_p1w": -0.03753683201478908, "bench_spy_p1w": 0.02263365047257615, "bench_c_p1w": 0.020162628807508076, "ret_p1m": -0.01304154620276643, "ret_signed_p1m": -0.01304154620276643, "alpha_spy_p1m": -0.03019098874775672, "alpha_c_p1m": -0.030893791510862023, "bench_spy_p1m": 0.01714944254499029, "bench_c_p1m": 0.017852245308095593, "ret_p3m": 0.8023033764823502, "ret_signed_p3m": 0.8023033764823502, "alpha_spy_p3m": 0.7664221515432124, "alpha_c_p3m": 0.575177909082969, "bench_spy_p3m": 0.03588122493913781, "bench_c_p3m": 0.22712546739938122, "ret_p6m": 2.5198792085061443, "ret_signed_p6m": 2.5198792085061443, "alpha_spy_p6m": 2.3889001231381077, "alpha_c_p6m": 1.7969314258919777, "bench_spy_p6m": 0.1309790853680366, "bench_c_p6m": 0.7229477826141666, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.01304154620276643, "alpha_spy_stated": -0.03019098874775672, "alpha_c_stated": -0.030893791510862023, "price_path": [-0.4936, -0.4853, -0.4908, -0.4905, -0.485, -0.4664, -0.4795, -0.4795, -0.4818, -0.4808, -0.4568, -0.4254, -0.425, -0.4085, -0.3877, -0.3415, -0.3123, -0.31, -0.3054, -0.3003, -0.2613, -0.2883, -0.28, -0.2722, -0.2927, -0.3141, -0.3122, -0.2832, -0.2682, -0.2033, -0.1963, -0.178, -0.1643, -0.1874, -0.1399, -0.1583, -0.2053, -0.1564, -0.1814, -0.16, -0.1137, -0.1143, -0.0951, -0.1147, -0.1314, -0.0954, -0.0415, -0.0368, -0.0288, -0.0082, -0.0196, -0.0207, 0.0271, -0.0458, 0.0394, 0.043, 0.0412, 0.1085, 0.0552, 0.0718, 0.037, 0.0802, 0.0589, 0.0, -0.0113, -0.1187, -0.0925, -0.02, -0.0174, 0.0077, 0.0077, 0.0349, 0.0523, 0.0481, 0.0248, -0.0081, 0.0382, 0.0806, 0.1047, 0.1541, 0.1311, 0.0553, 0.0394, 0.0175, -0.013, 0.0877, 0.1638, 0.2105, 0.2091, 0.2546, 0.2546, 0.2463, 0.2888, 0.2812, 0.2496, 0.2496, 0.381, 0.3666, 0.5036, 0.4866, 0.4317, 0.5109, 0.5143, 0.4804, 0.4595, 0.4738, 0.5882, 0.5882, 0.598, 0.7036, 0.7407, 0.7497, 0.7035, 0.7961, 0.9057, 0.9079, 0.8164, 0.9167, 0.8364, 0.6611, 0.6763, 0.728, 0.679, 0.6341, 0.7965, 0.8124, 0.8023, 0.8023, 0.7503, 0.843, 0.8272, 0.8746, 0.8431, 0.8301, 0.8782, 0.8194, 0.8054, 0.8067, 0.6623, 0.7546, 0.7383, 0.6212, 0.7045, 0.7649, 0.8331, 0.7747, 0.8657, 0.9343, 1.0213, 1.0215, 0.9451, 0.8515, 0.7703, 0.7317, 0.6728, 0.5563, 0.564, 0.4095, 0.4797, 0.6112, 0.6041, 0.6041, 0.6546, 0.6538, 0.7815, 0.8462, 0.8422, 0.8683, 1.0396, 0.9983, 1.0027, 0.9932, 0.9641, 0.9683, 1.1352, 1.1099, 1.1756, 1.2976, 1.2088, 1.2708, 1.2651, 1.3749, 1.5248, 1.8041, 1.9196, 1.8322, 2.271, 2.4835, 2.3576, 2.5199]}
{"unit_id": "quote:1986504972746535185", "ticker_idx": 0, "ts": "2025-11-06T18:44:27+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Something big is coming", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish MU on cheap valuation, HBM growth, and surging DRAM/NAND prices; author sees a big move ahead.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "🟦 $MU Relative Strength 💪 \n\nSomething big is coming https://t.co/s4FBzOUKrp", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": -0.003482561019627184, "ret_signed_m1d": -0.003482561019627184, "alpha_spy_m1d": -0.014328199885155657, "alpha_c_m1d": -0.027436528080437395, "bench_spy_m1d": 0.010845638865528473, "bench_c_m1d": 0.02395396706081021, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0017202633982323912, "ret_signed_p1d": -0.0017202633982323912, "alpha_spy_p1d": -0.0027047365770075382, "alpha_c_p1d": 0.006739099199402854, "bench_spy_p1d": 0.000984473178775147, "bench_c_p1d": -0.008459362597635245, "ret_p1w": -0.005790278317177822, "ret_signed_p1w": -0.005790278317177822, "alpha_spy_p1w": -0.008371134936458469, "alpha_c_p1w": 0.012068385743701615, "bench_spy_p1w": 0.002580856619280647, "bench_c_p1w": -0.017858664060879437, "ret_p1m": -0.004657340665144116, "ret_signed_p1m": -0.004657340665144116, "alpha_spy_p1m": -0.027601817956984465, "alpha_c_p1m": -0.04262485452946041, "bench_spy_p1m": 0.02294447729184035, "bench_c_p1m": 0.037967513864316293, "ret_p3m": 0.7606238135023535, "ret_signed_p3m": 0.7606238135023535, "alpha_spy_p3m": 0.7289109789026613, "alpha_c_p3m": 0.6243983342011066, "bench_spy_p3m": 0.03171283459969221, "bench_c_p3m": 0.13622547930124695, "ret_p6m": 1.276914157465967, "ret_signed_p6m": 1.276914157465967, "alpha_spy_p6m": 1.1956930545034583, "alpha_c_p6m": 0.820289502346365, "bench_spy_p6m": 0.08122110296250873, "bench_c_p6m": 0.45662465511960204, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.004657340665144116, "alpha_spy_stated": -0.027601817956984465, "alpha_c_stated": -0.04262485452946041, "price_path": [-0.4812, -0.4643, -0.4789, -0.4746, -0.4932, -0.4819, -0.4882, -0.5085, -0.5145, -0.5065, -0.5118, -0.5115, -0.5062, -0.4884, -0.501, -0.501, -0.5032, -0.5022, -0.4792, -0.4491, -0.4488, -0.4329, -0.4129, -0.3686, -0.3407, -0.3384, -0.334, -0.3291, -0.2918, -0.3176, -0.3097, -0.3022, -0.3219, -0.3424, -0.3405, -0.3127, -0.2984, -0.2362, -0.2295, -0.2119, -0.1988, -0.2209, -0.1753, -0.193, -0.238, -0.1912, -0.2151, -0.1946, -0.1502, -0.1508, -0.1324, -0.1512, -0.1672, -0.1327, -0.081, -0.0765, -0.0689, -0.0491, -0.0601, -0.0611, -0.0152, -0.0852, -0.0035, 0.0, -0.0017, 0.0628, 0.0117, 0.0276, -0.0058, 0.0357, 0.0152, -0.0412, -0.0521, -0.1551, -0.1299, -0.0604, -0.0579, -0.0339, -0.0339, -0.0078, 0.0089, 0.0049, -0.0175, -0.049, -0.0047, 0.036, 0.0591, 0.1065, 0.0845, 0.0118, -0.0035, -0.0244, -0.0537, 0.0429, 0.1158, 0.1605, 0.1592, 0.2029, 0.2029, 0.1949, 0.2356, 0.2283, 0.198, 0.198, 0.324, 0.3103, 0.4416, 0.4253, 0.3727, 0.4485, 0.4518, 0.4193, 0.3993, 0.413, 0.5227, 0.5227, 0.5321, 0.6333, 0.6689, 0.6776, 0.6332, 0.722, 0.8271, 0.8293, 0.7415, 0.8377, 0.7606, 0.5926, 0.6072, 0.6567, 0.6098, 0.5667, 0.7224, 0.7377, 0.728, 0.728, 0.6781, 0.767, 0.7519, 0.7973, 0.767, 0.7546, 0.8008, 0.7443, 0.7309, 0.7322, 0.5937, 0.6823, 0.6666, 0.5544, 0.6342, 0.6921, 0.7575, 0.7015, 0.7887, 0.8545, 0.938, 0.9381, 0.8648, 0.7751, 0.6973, 0.6603, 0.6038, 0.4921, 0.4995, 0.3513, 0.4187, 0.5447, 0.538, 0.538, 0.5863, 0.5856, 0.708, 0.7701, 0.7662, 0.7913, 0.9555, 0.9159, 0.9201, 0.911, 0.8831, 0.8871, 1.0471, 1.0229, 1.0859, 1.2028, 1.1177, 1.1772, 1.1717, 1.2769]}
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{"unit_id": "quote:2019873168320786620", "ticker_idx": 1, "ts": "2026-02-06T20:37:45+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU $NVDA \"DEMAND IS SKY HIGH, WILL TAKE 7 YEARS TO FIGURE OUT HOW MUCH DEMAND WE HAVE.\" -Jensen Huang", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "MU called bargain of the century on low valuation, HBM ramp, and DRAM/NAND price surge; NVDA tagged on sky-high AI demand thesis.", "resolved_tickers": ["NVDA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU $NVDA \"DEMAND IS SKY HIGH, WILL TAKE 7 YEARS TO FIGURE OUT HOW MUCH DEMAND WE HAVE.\" -Jensen Huang https://t.co/ZbAT1GiZui", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": -0.07297341480400665, "ret_signed_m1d": -0.07297341480400665, "alpha_spy_m1d": -0.05414975619825069, "alpha_c_m1d": -0.021734806849316612, "bench_spy_m1d": -0.018823658605755966, "bench_c_m1d": -0.05123860795469004, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.02497159743538102, "ret_signed_p1d": 0.02497159743538102, "alpha_spy_p1d": 0.020149870718803697, "alpha_c_p1d": 0.012522947924661354, "bench_spy_p1d": 0.004821726716577324, "bench_c_p1d": 0.012448649510719667, "ret_p1w": -0.014023055598494039, "ret_signed_p1w": -0.014023055598494039, "alpha_spy_p1w": -0.0011795109017004313, "alpha_c_p1w": -0.029135734339834074, "bench_spy_p1w": -0.012843544696793607, "bench_c_p1w": 0.015112678741340035, "ret_p1m": -0.014886009063112549, "ret_signed_p1m": -0.014886009063112549, "alpha_spy_p1m": 0.002996493266455791, "alpha_c_p1m": 0.0032392215852741213, "bench_spy_p1m": -0.01788250232956834, "bench_c_p1m": -0.01812523064838667, "ret_p3m": 0.12098182400660229, "ret_signed_p3m": 0.12098182400660229, "alpha_spy_p3m": 0.055512957061737866, "alpha_c_p3m": -0.2477721113098077, "bench_spy_p3m": 0.06546886694486442, "bench_c_p3m": 0.36875393531641, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.014886009063112549, "alpha_spy_stated": 0.002996493266455791, "alpha_c_stated": 0.0032392215852741213, "price_path": [0.0417, 0.0452, 0.0078, 0.0256, 0.0064, -0.0219, 0.0059, -0.0258, -0.0353, -0.0155, -0.041, -0.0278, -0.0278, -0.0454, -0.0297, -0.0214, -0.0314, -0.0109, -0.0162, 0.0008, -0.0024, -0.0088, -0.0242, -0.056, -0.0492, -0.0415, -0.078, -0.0608, -0.0238, -0.0093, 0.0205, 0.0173, 0.0173, 0.0276, 0.0152, 0.0115, 0.0059, 0.0059, 0.0186, 0.0146, 0.0099, 0.02, -0.002, -0.003, -0.0025, 0.0022, -0.0122, 0.0088, 0.0044, 0.0044, -0.0396, -0.0113, -0.0031, 0.0122, 0.0057, 0.0168, 0.033, 0.0383, 0.0309, 0.0011, -0.0273, -0.0605, -0.073, 0.0, 0.025, 0.0169, 0.025, 0.0083, -0.014, -0.014, -0.0024, 0.0139, 0.0134, 0.0238, 0.0331, 0.0401, 0.0547, -0.0028, -0.0443, -0.0158, -0.0289, -0.0128, -0.0112, -0.0409, -0.0149, -0.0035, 0.0034, -0.0122, -0.0278, -0.0118, -0.0187, -0.027, -0.0369, -0.0685, -0.0526, -0.055, -0.0362, -0.0764, -0.0964, -0.1091, -0.0593, -0.052, -0.0432, -0.0432, -0.0419, -0.0394, -0.0179, -0.008, 0.0174, 0.0211, 0.0599, 0.0727, 0.0698, 0.0878, 0.0899, 0.0781, 0.0922, 0.0768, 0.1234, 0.1683, 0.1498, 0.1286, 0.0764, 0.0704, 0.0706, 0.0599, 0.121, 0.1408, 0.1607, 0.1836, 0.1908, 0.2181, 0.2715, 0.2153, 0.1991, 0.1899, 0.2053, 0.184, 0.1614, 0.1614, 0.1589, 0.1467, 0.1556, 0.1388, 0.2101, 0.2018, 0.1583, 0.1808, 0.1075, 0.1267, 0.1242, 0.0823, 0.1063, 0.108, 0.1472, 0.12, 0.1051, 0.1377, 0.1377, 0.1267, 0.0802, 0.0802, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:1994855566032998696", "ticker_idx": 0, "ts": "2025-11-29T19:46:44+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Morgan Stanley lifted its price target to $338 from $325. The firm has named Micron as its \"Top Pick\" as Memory Shortages Intensify", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Shares Morgan Stanley's raised PT $338 and Top Pick designation on MU as memory shortages intensify.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU Morgan Stanley lifted its price target to $338 from $325. The firm has named Micron as its “Top Pick” as Memory Shortages Intensify\n\nMy posts were at least 8 months ahead. My conviction post was years ahead. 👇 https://t.co/wkHfMbOvxd", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": -0.016551705917428605, "ret_signed_m1d": -0.016551705917428605, "alpha_spy_m1d": -0.021138115334576102, "alpha_c_m1d": -0.014625152586645762, "bench_spy_m1d": 0.004586409417147497, "bench_c_m1d": -0.001926553330782843, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0040339623070494435, "ret_signed_p1d": -0.0040339623070494435, "alpha_spy_p1d": -0.005886148712956563, "alpha_c_p1d": -0.022364623317011723, "bench_spy_p1d": 0.0018521864059071191, "bench_c_p1d": 0.01833066100996228, "ret_p1w": 0.02686511693365512, "ret_signed_p1w": 0.02686511693365512, "alpha_spy_p1w": 0.02192589287437441, "alpha_c_p1w": -0.01730415158753207, "bench_spy_p1w": 0.004939224059280711, "bench_c_p1w": 0.04416926852118719, "ret_p1m": 0.21745068798942002, "ret_signed_p1m": 0.21745068798942002, "alpha_spy_p1m": 0.20455875050057548, "alpha_c_p1m": 0.18492443476487375, "bench_spy_p1m": 0.01289193748884454, "bench_c_p1m": 0.032526253224546275, "ret_p3m": 0.7288856990453778, "ret_signed_p3m": 0.7288856990453778, "alpha_spy_p3m": 0.7126175063619031, "alpha_c_p3m": 0.5579541129810548, "bench_spy_p3m": 0.01626819268347468, "bench_c_p3m": 0.17093158606432302, "ret_p6m": 2.728763126746933, "ret_signed_p6m": 2.728763126746933, "alpha_spy_p6m": 2.619109783416582, "alpha_c_p6m": 2.0174824644490172, "bench_spy_p6m": 0.10965334333035126, "bench_c_p6m": 0.711280662297916, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.21745068798942002, "alpha_spy_stated": 0.20455875050057548, "alpha_c_stated": 0.18492443476487375, "price_path": [-0.5066, -0.4838, -0.454, -0.4536, -0.4379, -0.4181, -0.3742, -0.3465, -0.3443, -0.3399, -0.3351, -0.2981, -0.3237, -0.3158, -0.3084, -0.3279, -0.3482, -0.3464, -0.3188, -0.3046, -0.243, -0.2363, -0.2189, -0.2059, -0.2278, -0.1826, -0.2002, -0.2448, -0.1983, -0.2221, -0.2018, -0.1577, -0.1584, -0.1401, -0.1587, -0.1746, -0.1404, -0.0892, -0.0847, -0.0771, -0.0575, -0.0684, -0.0694, -0.024, -0.0933, -0.0123, -0.0089, -0.0106, 0.0534, 0.0027, 0.0185, -0.0146, 0.0265, 0.0062, -0.0497, -0.0605, -0.1626, -0.1376, -0.0687, -0.0662, -0.0424, -0.0424, -0.0166, 0.0, -0.004, -0.0262, -0.0574, -0.0135, 0.0269, 0.0497, 0.0967, 0.0749, 0.0028, -0.0123, -0.0331, -0.0621, 0.0336, 0.1059, 0.1503, 0.1489, 0.1922, 0.1922, 0.1844, 0.2247, 0.2175, 0.1874, 0.1874, 0.3123, 0.2987, 0.4288, 0.4127, 0.3605, 0.4357, 0.4389, 0.4067, 0.3869, 0.4005, 0.5092, 0.5092, 0.5185, 0.6188, 0.6541, 0.6627, 0.6188, 0.7068, 0.8109, 0.8131, 0.7261, 0.8214, 0.745, 0.5784, 0.593, 0.6421, 0.5955, 0.5529, 0.7072, 0.7223, 0.7127, 0.7127, 0.6632, 0.7513, 0.7363, 0.7813, 0.7514, 0.7391, 0.7848, 0.7289, 0.7156, 0.7169, 0.5796, 0.6674, 0.6519, 0.5406, 0.6197, 0.6771, 0.7419, 0.6864, 0.7729, 0.8381, 0.9208, 0.921, 0.8483, 0.7594, 0.6822, 0.6456, 0.5896, 0.4788, 0.4862, 0.3394, 0.4061, 0.531, 0.5243, 0.5243, 0.5723, 0.5715, 0.6929, 0.7544, 0.7505, 0.7754, 0.9381, 0.8989, 0.903, 0.8941, 0.8664, 0.8704, 1.029, 1.005, 1.0674, 1.1833, 1.0989, 1.1579, 1.1525, 1.2567, 1.3993, 1.6646, 1.7744, 1.6914, 2.1083, 2.3103, 2.1906, 2.3448, 2.2298, 2.0161, 1.8367, 1.9082, 2.0466, 2.172, 2.1258, 2.1258, 2.7288]}
{"unit_id": "quote:2008639287391346925", "ticker_idx": 0, "ts": "2026-01-06T20:38:19+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Inference is becoming a memory-bound challenge, not just a compute one. The explosive growth of AI inference will drive a structural shift in the memory industry, particularly for leaders like Micron. HODL the Shares.", "tweet_type": "analysis", "timeline": "years", "summary": "Long MU: HBM is the critical path for AI inference bottleneck; Micron sold out 2026 HBM capacity, structural DRAM supply/demand imbalance until 2027-28.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "❄️ $MU If you want to understand why HBM will solve the AI inference bottleneck, read this thread.\n\n\"The working memory of the AI is stored in the HBM. If you have a long conversation with an AI, overtime, that memory, that context memory is going to grow TREMENDOUSLY\" -Jensen at CES 2026.\n\nEndless Inference = Endless Memory\n\nInference is becoming a memory-bound challenge, not just a compute one. The explosive growth of AI inference will drive a structural shift in the memory industry, particularly for leaders like Micron.\n\nHigh Bandwidth Memory (HBM) sits in the critical path for overcoming inference bottlenecks for billions of users worldwide. It will also flatten the DRAM market's historically volatile supply-and-demand cycles, ushering in a prolonged and durable fundamentals with sustained high pricing and profitability.\n\nLet me start with a quote from 1996. Yes, three decades ago.\n\n“It’s the Memory, Stupid!” — Richard Sites\n\nIn 1996, computer architecture pioneer and lead designer of the DEC Alpha, Richard Sites, famously declared, “It’s the Memory, Stupid!” in a seminal paper. He emphasized that memory hierarchies, not just raw processing power, were the true bottlenecks in computing performance. Three decades later, his words resonate more strongly than ever in the age of AI.\n\nAs AI models grow larger and more complex, the focus has shifted from training these massive systems to deploying them efficiently through inference: the process of generating predictions, recommendations, or responses in the real world. Every ChatGPT query? That's an inference call.\n\nDuring inference, models must rapidly access enormous amounts of data from memory to produce outputs. Traditional memory solutions often cannot deliver the required bandwidth, causing processors to idle while waiting for data. This is the classic “memory wall” problem Sites warned about.\n\nIn essence, training thrives on brute-force GPU compute due to its high arithmetic intensity, while inference relies heavily on high-bandwidth memory (HBM) to keep data flowing fast enough to fully utilize that compute.\n\nHBM breaks through the memory wall by offering ultra-low latency and massive throughput, often in the terabytes-per-second range. This specialized DRAM is stacked directly onto processors like $NVDA / $AMD GPUs or Google's TPUs with a 3D architecture with through-silicon vias (TSVs). These act like high-speed elevators in a vertical “apartment building” of memory dies, minimizing latency, maximizing bandwidth, and reducing power consumption: perfect for AI workloads.\n\nA decade from now, AI inference will explode as younger generations integrate AI deeply into daily life. Projections estimate the AI inference market reaching $250–520 billion by 2030–2034, with inference compute demand growing at over 35% CAGR in the coming years, outpacing training.\n\nBy 2030, inference is expected to account for over half of AI data center workloads, dominating even more in the 2030s as billions of people and devices rely on AI daily.\n\nHBM production is DRAM-intensive and diverts significant resources from consumer markets, contributing to the dramatic DRAM price surges we have seen recently.\n\nProducing 1GB of HBM consumes roughly 3 times more wafer capacity (the raw silicon starting material) than 1GB of standard DDR5 DRAM.\n\nYields are lower due to the complexity of stacking and interconnects, requiring even more wafers for usable output.\n\nResult: Even though HBM represents only a fraction of total DRAM bits shipped, it consumes a disproportionate share of production resources.\n\nIt is a zero-sum game. Every wafer used for HBM is one not used for regular DDR5 or LPDDR5X. \n\nTotal DRAM supply growth remains limited (around 10–16% YoY in 2026), while demand surges 30–35%+, creating a severe imbalance. New fabs and capacity expansions are underway, but meaningful relief likely will not arrive until 2027–2028.\n\nMicron has sold out its entire 2026 HBM capacity (including industry-leading HBM4), confirming this sustained AI-driven demand in the foreseeable future.\n\nLong-term forecasts remain uncertain as AI is still in its early stages. Physical AI has yet to see a significant breakthrough, and the market is only beginning to understand the long-term dynamics of AI and HBM.\n\nWhat's for sure is that the AI Inference Winter Is Coming. Billions of people will ask questions to ChatGPT and Grok and we need $MU HBM for AI to proliferate.\n\nHODL the Shares.", "reply_text": null, "parent_text": null, "quoted_text": "So what's up with Micron Technology $MU? Why did so many analysts lower the price targets but still rated it as Bullish? A bit contradicting isn't it? Well, here's the answer.\n\nThe DRAM spot prices have been mostly flat. 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{"unit_id": "reply:2019957634468905104", "ticker_idx": 0, "ts": "2026-02-07T02:13:23+00:00", "symbol": "memory", "kind": "sector", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "I am willing to bet these prices will stay elevated because fabs expansions take one or two decades to reach 100% utilization and also because AI context needs to be near infinite", "tweet_type": "prediction", "timeline": "years", "summary": "Bullish on memory prices staying elevated long-term due to slow fab utilization ramp and AI's near-infinite context demand.", "resolved_tickers": ["MU", "000660.KS", "005930.KS"], "resolution_method": "basket", "resolution_reason": "Memory sector basket: Micron, SK Hynix, Samsung Electronics", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@MarkosAAIG Solid argument and it's definitely possible. I am willing to bet these prices will stay elevated because fabs expansions take one or two decades to reach 100% utilization and also because AI context needs to be near infinite.", "reply_text": null, "parent_text": "@TradexWhisperer Yes, it’s structural in terms of the lower tier memory will be structural integrated in the AI stack for offloading memory. But current prices that you see are not sustainable. Even memory makers themselves say that it’s not a perfect environment to stay in. So there will be some", "quoted_text": null, "parent_author": "MarkosAAIG", "ret_m1d": -0.023937120593958843, "ret_signed_m1d": -0.023937120593958843, "alpha_spy_m1d": -0.01913853136327696, "alpha_c_m1d": -0.01164153452474374, "bench_spy_m1d": -0.004798589230681882, "bench_c_m1d": -0.012295586069215103, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.014244877420621785, "ret_signed_p1d": -0.014244877420621785, "alpha_spy_p1d": -0.011607819649922338, "alpha_c_p1d": -0.009597184910535331, "bench_spy_p1d": -0.002637057770699447, "bench_c_p1d": -0.004647692510086454, "ret_p1w": 0.05149316027261408, "ret_signed_p1w": 0.05149316027261408, "alpha_spy_p1w": 0.06907366330482378, "alpha_c_p1w": 0.04886188684268955, "bench_spy_p1w": -0.017580503032209704, "bench_c_p1w": 0.00263127342992453, "ret_p1m": 0.07992984320282948, "ret_signed_p1m": 0.07992984320282948, "alpha_spy_p1m": 0.10409582858830912, "alpha_c_p1m": 0.10284883364695874, "bench_spy_p1m": -0.02416598538547965, "bench_c_p1m": -0.02291899044412926, "ret_p3m": 0.729992409745133, "ret_signed_p3m": 0.729992409745133, "alpha_spy_p3m": 0.6728874294868138, "alpha_c_p3m": 0.40182326258556433, "bench_spy_p3m": 0.05710498025831923, "bench_c_p3m": 0.3281691471595687, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.35, -0.3594, -0.3815, -0.3617, -0.3925, -0.4003, -0.4101, -0.4352, -0.4174, -0.4121, -0.3982, -0.3892, -0.395, -0.388, -0.3761, -0.3808, -0.3899, -0.3734, -0.3503, -0.3519, -0.335, -0.3492, -0.3588, -0.3765, -0.3939, -0.3819, -0.3621, -0.3515, -0.3214, -0.3182, -0.3085, -0.3085, -0.2942, -0.2642, -0.2608, -0.2671, -0.2671, -0.214, -0.1905, -0.1504, -0.1436, -0.1536, -0.142, -0.1399, -0.1531, -0.1504, -0.1377, -0.1023, -0.0985, -0.1127, -0.0842, -0.0656, -0.0597, -0.0805, -0.0233, 0.0197, 0.0243, 0.0237, -0.0063, 0.041, 0.0067, -0.0317, -0.0239, 0.0, -0.0142, 0.016, 0.0513, 0.0515, 0.0515, 0.0412, 0.0596, 0.0793, 0.1096, 0.1099, 0.1416, 0.1631, 0.2117, 0.1916, 0.1918, 0.0744, 0.0129, 0.0832, 0.0467, 0.0007, 0.0799, 0.1041, 0.0789, 0.0806, 0.1287, 0.1549, 0.2166, 0.1692, 0.1461, 0.0759, 0.095, 0.0853, 0.021, 0.0225, -0.0376, -0.0668, 0.0383, -0.0109, 0.022, 0.0497, 0.0676, 0.1651, 0.1518, 0.1659, 0.1659, 0.2347, 0.248, 0.269, 0.254, 0.2595, 0.2912, 0.3209, 0.3307, 0.3326, 0.3932, 0.3736, 0.3913, 0.3765, 0.3983, 0.5127, 0.5682, 0.7164, 0.73, 0.8231, 0.9725, 0.9175, 1.0128, 1.0106, 0.858, 0.8494, 0.8176, 0.8475, 0.9943, 0.971, 0.971, 1.1518, 1.268, 1.2662, 1.3592, 1.4908, 1.5376, 1.5511, 1.437, 1.1912, 1.1382, 1.2942, 1.1539, 1.2573, 1.3105, 1.4841, 1.4731, 1.552, 1.7248, 1.7375, 1.8621, 1.4989, 1.5696, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2018157165253693657", "ticker_idx": 0, "ts": "2026-02-02T02:58:58+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "the structural shift", "tweet_type": "analysis", "timeline": "quarters", "summary": "Bullish MU: severe HBM/advanced memory talent shortage + relentless demand explosion = durable structural tailwind for Micron.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU If you think only memory chips are in high demand/shortage, think again.\n\nThe true scarcity is seasoned talent in ADVANCED Memory & HBM, nearly impossible to hire affordably. Fab builds will be painfully slow as demand explodes relentlessly.\n\nHence, the structural shift https://t.co/YdnufbsdD1", "reply_text": null, "parent_text": null, "quoted_text": "$MU How acute is that shortage?\n\n\"For several of our key customers, in the medium term, we are able to support 50% to 2/3 of their demands.\"\n\n\"That's why we're really focused on bringing up the supply.\" (Referring to the megafab constructions in ID and NY)\n\n-Micron CEO Sanjay https://t.co/nGuXimO3on", "parent_author": null, "ret_m1d": -0.05235266083794998, "ret_signed_m1d": -0.05235266083794998, "alpha_spy_m1d": -0.047406028910000564, "alpha_c_m1d": -0.041297902517165586, "bench_spy_m1d": -0.004946631927949419, "bench_c_m1d": -0.011054758320784397, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04193689928580624, "ret_signed_p1d": -0.04193689928580624, "alpha_spy_p1d": -0.03348151338463368, "alpha_c_p1d": -0.016714435589620935, "bench_spy_p1d": -0.008455385901172563, "bench_c_p1d": -0.025222463696185304, "ret_p1w": -0.12402922326843191, "ret_signed_p1w": -0.12402922326843191, "alpha_spy_p1w": -0.12192975910208703, "alpha_c_p1w": -0.12079367330086299, "bench_spy_p1w": -0.0020994641663448776, "bench_c_p1w": -0.003235549967568918, "ret_p1m": -0.13275465511876516, "ret_signed_p1m": -0.13275465511876516, "alpha_spy_p1m": -0.11106975086082527, "alpha_c_p1m": -0.09130552010513115, "bench_spy_p1m": -0.021684904257939897, "bench_c_p1m": -0.04144913501363401, "ret_p3m": 0.1817661968369726, "ret_signed_p3m": 0.1817661968369726, "alpha_spy_p3m": 0.14551033714901407, "alpha_c_p3m": -0.060285914113651806, "bench_spy_p3m": 0.036255859687958525, "bench_c_p3m": 0.2420521109506244, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": 0.1817661968369726, "alpha_spy_stated": 0.14551033714901407, "alpha_c_stated": -0.060285914113651806, "price_path": [-0.4577, -0.4558, -0.4568, -0.4217, -0.4495, -0.4408, -0.459, -0.4364, -0.4476, -0.4783, -0.4842, -0.5402, -0.5265, -0.4887, -0.4873, -0.4743, -0.4743, -0.4601, -0.451, -0.4532, -0.4654, -0.4825, -0.4584, -0.4362, -0.4237, -0.3979, -0.4099, -0.4494, -0.4577, -0.4691, -0.4851, -0.4325, -0.3928, -0.3685, -0.3692, -0.3454, -0.3454, -0.3498, -0.3276, -0.3316, -0.3481, -0.3481, -0.2795, -0.287, -0.2156, -0.2244, -0.253, -0.2118, -0.21, -0.2277, -0.2386, -0.2311, -0.1714, -0.1714, -0.1663, -0.1112, -0.0919, -0.0871, -0.1113, -0.063, -0.0058, -0.0046, -0.0524, 0.0, -0.0419, -0.1334, -0.1254, -0.0985, -0.124, -0.1474, -0.0627, -0.0544, -0.0597, -0.0597, -0.0868, -0.0385, -0.0467, -0.022, -0.0384, -0.0452, -0.0201, -0.0508, -0.0581, -0.0574, -0.1328, -0.0846, -0.0931, -0.1542, -0.1107, -0.0792, -0.0437, -0.0741, -0.0267, 0.0091, 0.0546, 0.0547, 0.0148, -0.034, -0.0764, -0.0966, -0.1272, -0.1881, -0.1841, -0.2647, -0.228, -0.1594, -0.1631, -0.1631, -0.1368, -0.1372, -0.0706, -0.0368, -0.0389, -0.0253, 0.0641, 0.0425, 0.0448, 0.0399, 0.0247, 0.0269, 0.1139, 0.1008, 0.1351, 0.1987, 0.1524, 0.1847, 0.1818, 0.239, 0.3173, 0.4629, 0.5232, 0.4776, 0.7065, 0.8174, 0.7517, 0.8364, 0.7733, 0.6559, 0.5574, 0.5967, 0.6727, 0.7415, 0.7161, 0.7161, 1.0472, 1.1215, 1.1103, 1.2188, 1.3662, 1.4316, 1.4669, 1.276, 0.9744, 1.1692, 1.1386, 1.038, 1.2757, 1.2431, 1.4862, 1.3325, 1.3838, 1.5913, 1.5913, 1.7681, 1.4034, 1.4034, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2014423245349666955", "ticker_idx": 0, "ts": "2026-01-22T19:41:42+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Bullish 🐂", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish MU on HBM4 leadership in power efficiency (+20% vs HBM3E) and +60% bandwidth improvement.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU Reports suggests that Micron's HBM4 is the leader in power efficiency vs the competitors.\n\nIt delivers over 20% better power efficiency than Micron’s previous-gen HBM3E (already best-in-class for power efficiency) while boosting bandwidth by more than 60%.\n\nBullish 🐂 https://t.co/IowqHDsqu6", "reply_text": null, "parent_text": null, "quoted_text": "So what's up with Micron Technology $MU? Why did so many analysts lower the price targets but still rated it as Bullish? A bit contradicting isn't it? Well, here's the answer.\n\nThe DRAM spot prices have been mostly flat. The 'recovery' didn't come as soon as they initially https://t.co/GgCJ7xL1t0", "parent_author": null, "ret_m1d": -0.02130385803571222, "ret_signed_m1d": -0.02130385803571222, "alpha_spy_m1d": -0.016107741021062938, "alpha_c_m1d": -0.019094398147288305, "bench_spy_m1d": -0.005196117014649282, "bench_c_m1d": -0.0022094598884239147, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0052065551513811315, "ret_signed_p1d": 0.0052065551513811315, "alpha_spy_p1d": 0.0048438199624074585, "alpha_c_p1d": 0.011983802896503248, "bench_spy_p1d": 0.00036273518897367296, "bench_c_p1d": -0.006777247745122117, "ret_p1w": 0.09610656382871707, "ret_signed_p1w": 0.09610656382871707, "alpha_spy_p1w": 0.08876244533534083, "alpha_c_p1w": 0.059613883668415246, "bench_spy_p1w": 0.007344118493376239, "bench_c_p1w": 0.03649268016030183, "ret_p1m": 0.07694055564130498, "ret_signed_p1m": 0.07694055564130498, "alpha_spy_p1m": 0.07628740074910456, "alpha_c_p1m": 0.04662927210753898, "bench_spy_p1m": 0.0006531548922004138, "bench_c_p1m": 0.030311283533765998, "ret_p3m": 0.1307631524991879, "ret_signed_p3m": 0.1307631524991879, "alpha_spy_p3m": 0.10605583651426831, "alpha_c_p3m": -0.022754535831812195, "bench_spy_p3m": 0.024707315984919598, "bench_c_p3m": 0.1535176883310001, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.07694055564130498, "alpha_spy_stated": 0.07628740074910456, "alpha_c_stated": 0.04662927210753898, "price_path": [-0.4466, -0.4421, -0.4302, -0.4368, -0.4374, -0.4099, -0.4518, -0.4029, -0.4008, -0.4018, -0.3632, -0.3938, -0.3843, -0.4043, -0.3794, -0.3917, -0.4255, -0.432, -0.4937, -0.4786, -0.437, -0.4355, -0.4211, -0.4211, -0.4054, -0.3954, -0.3979, -0.4113, -0.4302, -0.4036, -0.3792, -0.3654, -0.337, -0.3502, -0.3937, -0.4029, -0.4154, -0.433, -0.3751, -0.3314, -0.3046, -0.3054, -0.2792, -0.2792, -0.284, -0.2596, -0.264, -0.2821, -0.2821, -0.2067, -0.2149, -0.1362, -0.146, -0.1775, -0.132, -0.1301, -0.1495, -0.1616, -0.1533, -0.0876, -0.0876, -0.0819, -0.0213, 0.0, 0.0052, -0.0214, 0.0318, 0.0948, 0.0961, 0.0435, 0.1012, 0.055, -0.0457, -0.0369, -0.0073, -0.0354, -0.0612, 0.0321, 0.0412, 0.0354, 0.0354, 0.0055, 0.0588, 0.0497, 0.0769, 0.0588, 0.0514, 0.079, 0.0452, 0.0372, 0.038, -0.045, 0.008, -0.0013, -0.0686, -0.0208, 0.0139, 0.0531, 0.0195, 0.0718, 0.1112, 0.1613, 0.1614, 0.1174, 0.0637, 0.017, -0.0052, -0.039, -0.1059, -0.1015, -0.1903, -0.1499, -0.0744, -0.0784, -0.0784, -0.0495, -0.0499, 0.0234, 0.0606, 0.0583, 0.0733, 0.1717, 0.148, 0.1505, 0.1451, 0.1283, 0.1308, 0.2266, 0.2121, 0.2499, 0.3199, 0.2689, 0.3046, 0.3013, 0.3643, 0.4505, 0.6109, 0.6773, 0.6271, 0.8792, 1.0013, 0.9289, 1.0222, 0.9527, 0.8234, 0.7149, 0.7582, 0.8419, 0.9177, 0.8897, 0.8897, 1.2543, 1.3361, 1.3238, 1.4433, 1.6056, 1.6776, 1.7165, 1.5062, 1.1741, 1.3886, 1.355, 1.2442, 1.5059, 1.47, 1.7377, 1.5685, 1.625, 1.8534, 1.8534, 2.0482, 1.6465, 1.6465, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2023467274934608237", "ticker_idx": 0, "ts": "2026-02-16T18:39:27+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "TD Cowen just dropped a street-high price target of $600. Analyst Krish Sankar raised his target from $450 to $600, maintaining a Buy rating. That implies roughly 56% upside from current levels.", "tweet_type": "news_reaction", "timeline": "months", "summary": "Shares/endorses TD Cowen street-high $600 PT on MU (Buy); driven by $60 EPS in 2026, structural DRAM tightness, and NAND mix expansion.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU TD Cowen just dropped a street-high price target of $600.\n\nAnalyst Krish Sankar raised his target from $450 to $600, maintaining a Buy rating. That implies roughly 56% upside from current levels. Here is what is driving it.\n\n$60 EPS in 2026.\nSankar upgraded his 2026 earnings per share estimate from $50 to $60 above his own prior bull case. At 10x forward earnings, the math gets to $600 cleanly. The multiple is actually conservative by growth stock standards.\n\nDRAM tightness is not a quarter or two. It is years.\nTD Cowen expects a prolonged period of supply constraint in DRAM. This is not a cyclical blip. it is a structural condition driven by HBM capacity consuming fab lines, AI demand outrunning every supply forecast, and megafabs that will not produce a single chip until 2029 at the earliest. Micron's own CEO said on the last earnings call that the company can only meet 50 to 65% of demand from several key customers right now.\n\nNAND is an underappreciated upside driver.\nNAND currently represents about 20% of Micron's revenue mix. TD Cowen sees that expanding to 30% by year end, adding diversification and earnings stability to a story that most investors are still reading as a pure DRAM and HBM play.", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": 0.029716392161894145, "ret_signed_m1d": 0.029716392161894145, "alpha_spy_m1d": 0.031327276047151575, "alpha_c_m1d": 0.029201088365555794, "bench_spy_m1d": -0.0016108838852574303, "bench_c_m1d": 0.0005153037963383511, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05295418149160458, "ret_signed_p1d": 0.05295418149160458, "alpha_spy_p1d": 0.047916473941027826, "alpha_c_p1d": 0.04058644105194653, "bench_spy_p1d": 0.005037707550576753, "bench_c_p1d": 0.012367740439658048, "ret_p1w": 0.045600095918206796, "ret_signed_p1w": 0.045600095918206796, "alpha_spy_p1w": 0.039010091880888, "alpha_c_p1w": 0.017011856077951748, "bench_spy_p1w": 0.006590004037318797, "bench_c_p1w": 0.028588239840255047, "ret_p1m": 0.1549602924588891, "ret_signed_p1m": 0.1549602924588891, "alpha_spy_p1m": 0.18632881231745624, "alpha_c_p1m": 0.1889226394104414, "bench_spy_p1m": -0.031368519858567145, "bench_c_p1m": -0.033962346951552314, "ret_p3m": 0.8134083878028087, "ret_signed_p3m": 0.8134083878028087, "alpha_spy_p3m": 0.7279742124972712, "alpha_c_p3m": 0.4481903231583555, "bench_spy_p3m": 0.08543417530553743, "bench_c_p3m": 0.36521806464445317, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.1549602924588891, "alpha_spy_stated": 0.18632881231745624, "alpha_c_stated": 0.1889226394104414, "price_path": [-0.4965, -0.4815, -0.4401, -0.4386, -0.4243, -0.4243, -0.4087, -0.3988, -0.4012, -0.4145, -0.4333, -0.4069, -0.3826, -0.3689, -0.3406, -0.3538, -0.3971, -0.4062, -0.4186, -0.4361, -0.3785, -0.3351, -0.3084, -0.3092, -0.2832, -0.2832, -0.2879, -0.2637, -0.268, -0.2861, -0.2861, -0.211, -0.2192, -0.141, -0.1507, -0.182, -0.1368, -0.1348, -0.1542, -0.1662, -0.158, -0.0926, -0.0926, -0.087, -0.0267, -0.0055, -0.0003, -0.0267, 0.0262, 0.0888, 0.0901, 0.0378, 0.0951, 0.0492, -0.051, -0.0422, -0.0127, -0.0407, -0.0664, 0.0264, 0.0355, 0.0297, 0.0297, 0.0, 0.053, 0.0439, 0.071, 0.053, 0.0456, 0.0731, 0.0395, 0.0315, 0.0322, -0.0503, 0.0025, -0.0068, -0.0737, -0.0262, 0.0083, 0.0473, 0.0139, 0.0659, 0.1051, 0.1549, 0.155, 0.1113, 0.0578, 0.0114, -0.0106, -0.0442, -0.1109, -0.1065, -0.1947, -0.1546, -0.0795, -0.0835, -0.0835, -0.0547, -0.0551, 0.0178, 0.0548, 0.0525, 0.0674, 0.1653, 0.1417, 0.1442, 0.1388, 0.1221, 0.1245, 0.2199, 0.2055, 0.243, 0.3127, 0.2619, 0.2974, 0.2942, 0.3568, 0.4425, 0.6021, 0.6681, 0.6181, 0.8688, 0.9903, 0.9183, 1.011, 0.9419, 0.8134, 0.7055, 0.7485, 0.8318, 0.9071, 0.8793, 0.8793, 1.2419, 1.3233, 1.311, 1.4299, 1.5913, 1.6628, 1.7015, 1.4924, 1.1621, 1.3755, 1.342, 1.2319, 1.4921, 1.4564, 1.7226, 1.5544, 1.6105, 1.8377, 1.8377, 2.0314, 1.632, 1.632, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2017475498981658823", "ticker_idx": 0, "ts": "2026-01-31T05:50:16+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "the middle is the highest probability which make really bullish for Micron", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish MU: peers' higher PE will converge toward Micron, implying Micron's valuation rises.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@zinetsovic Exactly. Either they need to come down to Micron's level or Micron needs to go up. \n\nOr perhaps in the middle is the highest probability which make really bullish for Micron.", "reply_text": null, "parent_text": "@TradexWhisperer If memory is cyclical, why does peers have higher PE then $mu", "quoted_text": null, "parent_author": "zinetsovic", "ret_m1d": -0.05235266083794998, "ret_signed_m1d": -0.05235266083794998, "alpha_spy_m1d": -0.047406028910000564, "alpha_c_m1d": -0.041297902517165586, "bench_spy_m1d": -0.004946631927949419, "bench_c_m1d": -0.011054758320784397, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04193689928580624, "ret_signed_p1d": -0.04193689928580624, "alpha_spy_p1d": -0.03348151338463368, "alpha_c_p1d": -0.016714435589620935, "bench_spy_p1d": -0.008455385901172563, "bench_c_p1d": -0.025222463696185304, "ret_p1w": -0.12402922326843191, "ret_signed_p1w": -0.12402922326843191, "alpha_spy_p1w": -0.12192975910208703, "alpha_c_p1w": -0.12079367330086299, "bench_spy_p1w": -0.0020994641663448776, "bench_c_p1w": -0.003235549967568918, "ret_p1m": -0.13275465511876516, "ret_signed_p1m": -0.13275465511876516, "alpha_spy_p1m": -0.11106975086082527, "alpha_c_p1m": -0.09130552010513115, "bench_spy_p1m": -0.021684904257939897, "bench_c_p1m": -0.04144913501363401, "ret_p3m": 0.1817661968369726, "ret_signed_p3m": 0.1817661968369726, "alpha_spy_p3m": 0.14551033714901407, "alpha_c_p3m": -0.060285914113651806, "bench_spy_p3m": 0.036255859687958525, "bench_c_p3m": 0.2420521109506244, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.13275465511876516, "alpha_spy_stated": -0.11106975086082527, "alpha_c_stated": -0.09130552010513115, "price_path": [-0.4577, -0.4558, -0.4568, -0.4217, -0.4495, -0.4408, -0.459, -0.4364, -0.4476, -0.4783, -0.4842, -0.5402, -0.5265, -0.4887, -0.4873, -0.4743, -0.4743, -0.4601, -0.451, -0.4532, -0.4654, -0.4825, -0.4584, -0.4362, -0.4237, -0.3979, -0.4099, -0.4494, -0.4577, -0.4691, -0.4851, -0.4325, -0.3928, -0.3685, -0.3692, -0.3454, -0.3454, -0.3498, -0.3276, -0.3316, -0.3481, -0.3481, -0.2795, -0.287, -0.2156, -0.2244, -0.253, -0.2118, -0.21, -0.2277, -0.2386, -0.2311, -0.1714, -0.1714, -0.1663, -0.1112, -0.0919, -0.0871, -0.1113, -0.063, -0.0058, -0.0046, -0.0524, 0.0, -0.0419, -0.1334, -0.1254, -0.0985, -0.124, -0.1474, -0.0627, -0.0544, -0.0597, -0.0597, -0.0868, -0.0385, -0.0467, -0.022, -0.0384, -0.0452, -0.0201, -0.0508, -0.0581, -0.0574, -0.1328, -0.0846, -0.0931, -0.1542, -0.1107, -0.0792, -0.0437, -0.0741, -0.0267, 0.0091, 0.0546, 0.0547, 0.0148, -0.034, -0.0764, -0.0966, -0.1272, -0.1881, -0.1841, -0.2647, -0.228, -0.1594, -0.1631, -0.1631, -0.1368, -0.1372, -0.0706, -0.0368, -0.0389, -0.0253, 0.0641, 0.0425, 0.0448, 0.0399, 0.0247, 0.0269, 0.1139, 0.1008, 0.1351, 0.1987, 0.1524, 0.1847, 0.1818, 0.239, 0.3173, 0.4629, 0.5232, 0.4776, 0.7065, 0.8174, 0.7517, 0.8364, 0.7733, 0.6559, 0.5574, 0.5967, 0.6727, 0.7415, 0.7161, 0.7161, 1.0472, 1.1215, 1.1103, 1.2188, 1.3662, 1.4316, 1.4669, 1.276, 0.9744, 1.1692, 1.1386, 1.038, 1.2757, 1.2431, 1.4862, 1.3325, 1.3838, 1.5913, 1.5913, 1.7681, 1.4034, 1.4034, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2022703694119383216", "ticker_idx": 0, "ts": "2026-02-14T16:05:15+00:00", "symbol": "GLW", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Personally, I am going after Fiber optics $GLW $LITE $TSM", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Going long fiber optics plays GLW, LITE, and TSM as the next beneficiary of the memory boom cycle.", "resolved_tickers": ["GLW"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Electronic Components'", "bench_c_industry": "Electronic Components", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@Dixitagg When memory booms, usually the equipments follow and the market did exactly that already, very impatient. Packaging will boom as well. Personally, I am going after Fiber optics $GLW $LITE $TSM.", "reply_text": null, "parent_text": "@TradexWhisperer Any other pick with current valuations to play this theme ?", "quoted_text": null, "parent_author": "Dixitagg", "ret_m1d": 0.022525331510876878, "ret_signed_m1d": 0.022525331510876878, "alpha_spy_m1d": 0.02413621539613431, "alpha_c_m1d": 0.02195167744303239, "bench_spy_m1d": -0.0016108838852574303, "bench_c_m1d": 0.0005736540678444868, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.011415925237995062, "ret_signed_p1d": 0.011415925237995062, "alpha_spy_p1d": 0.006378217687418308, "alpha_c_p1d": 0.001163407783821624, "bench_spy_p1d": 0.005037707550576753, "bench_c_p1d": 0.010252517454173438, "ret_p1w": 0.16143121012936668, "ret_signed_p1w": 0.16143121012936668, "alpha_spy_p1w": 0.15484120609204788, "alpha_c_p1w": 0.15540866489941374, "bench_spy_p1w": 0.006590004037318797, "bench_c_p1w": 0.006022545229952936, "ret_p1m": -0.0031997389251401387, "ret_signed_p1m": -0.0031997389251401387, "alpha_spy_p1m": 0.028168780933427007, "alpha_c_p1m": 0.007697714406111, "bench_spy_p1m": -0.031368519858567145, "bench_c_p1m": -0.010897453331251139, "ret_p3m": 0.4723261352404373, "ret_signed_p3m": 0.4723261352404373, "alpha_spy_p3m": 0.3868919599348999, "alpha_c_p3m": 0.20706108096098452, "bench_spy_p3m": 0.08543417530553743, "bench_c_p3m": 0.2652650542794528, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.0031997389251401387, "alpha_spy_stated": 0.028168780933427007, "alpha_c_stated": 0.007697714406111, "price_path": [-0.4022, -0.3912, -0.3671, -0.3645, -0.3595, -0.3595, -0.3549, -0.3648, -0.3586, -0.3599, -0.3453, -0.3413, -0.3237, -0.3019, -0.2783, -0.2647, -0.3233, -0.3249, -0.3389, -0.3455, -0.3344, -0.3268, -0.3227, -0.3155, -0.3131, -0.3131, -0.3137, -0.3181, -0.3192, -0.3291, -0.3291, -0.3053, -0.3205, -0.3162, -0.3259, -0.3462, -0.347, -0.3267, -0.3114, -0.3088, -0.2837, -0.2783, -0.2783, -0.2908, -0.2835, -0.2777, -0.2852, -0.2725, -0.1592, -0.201, -0.2108, -0.2089, -0.1545, -0.1358, -0.1596, -0.1358, -0.0641, 0.0067, -0.0185, 0.0182, 0.0075, 0.0225, 0.0225, 0.0, 0.0114, -0.0041, 0.0689, 0.1129, 0.1614, 0.2292, 0.1515, 0.1543, 0.2117, 0.1327, 0.1118, 0.0343, -0.0536, -0.0094, 0.0456, 0.0114, -0.0039, -0.0089, 0.0136, -0.003, -0.0032, 0.0215, -0.0437, 0.0053, 0.0901, 0.1234, 0.0387, 0.0501, -0.0133, 0.0437, 0.0929, 0.1354, 0.1354, 0.1245, 0.14, 0.2673, 0.3034, 0.3144, 0.3446, 0.3266, 0.2916, 0.2748, 0.2618, 0.2695, 0.27, 0.2954, 0.3011, 0.3501, 0.2896, 0.1748, 0.166, 0.2607, 0.2148, 0.2278, 0.2443, 0.3937, 0.4001, 0.4349, 0.5919, 0.5217, 0.5852, 0.5987, 0.4723, 0.3705, 0.3497, 0.387, 0.4729, 0.4895, 0.4895, 0.5058, 0.4653, 0.4045, 0.3927, 0.3584, 0.5406, 0.5434, 0.5199, 0.3652, 0.4418, 0.3372, 0.2928, 0.3573, 0.3776, 0.4444, 0.364, 0.3484, 0.4985, 0.4985, 0.6131, 0.492, 0.492, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2022703694119383216", "ticker_idx": 1, "ts": "2026-02-14T16:05:15+00:00", "symbol": "LITE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Personally, I am going after Fiber optics $GLW $LITE $TSM", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Going long fiber optics plays GLW, LITE, and TSM as the next beneficiary of the memory boom cycle.", "resolved_tickers": ["LITE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@Dixitagg When memory booms, usually the equipments follow and the market did exactly that already, very impatient. Packaging will boom as well. Personally, I am going after Fiber optics $GLW $LITE $TSM.", "reply_text": null, "parent_text": "@TradexWhisperer Any other pick with current valuations to play this theme ?", "quoted_text": null, "parent_author": "Dixitagg", "ret_m1d": -0.06275606033821746, "ret_signed_m1d": -0.06275606033821746, "alpha_spy_m1d": -0.061145176452960026, "alpha_c_m1d": -0.061145176452960026, "bench_spy_m1d": -0.0016108838852574303, "bench_c_m1d": -0.0016108838852574303, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.010259440591358526, "ret_signed_p1d": -0.010259440591358526, "alpha_spy_p1d": -0.01529714814193528, "alpha_c_p1d": -0.01529714814193528, "bench_spy_p1d": 0.005037707550576753, "bench_c_p1d": 0.005037707550576753, "ret_p1w": 0.1463143118510084, "ret_signed_p1w": 0.1463143118510084, "alpha_spy_p1w": 0.1397243078136896, "alpha_c_p1w": 0.1397243078136896, "bench_spy_p1w": 0.006590004037318797, "bench_c_p1w": 0.006590004037318797, "ret_p1m": 0.16719965608383047, "ret_signed_p1m": 0.16719965608383047, "alpha_spy_p1m": 0.19856817594239762, "alpha_c_p1m": 0.19856817594239762, "bench_spy_p1m": -0.031368519858567145, "bench_c_p1m": -0.031368519858567145, "ret_p3m": 0.6167017085310462, "ret_signed_p3m": 0.6167017085310462, "alpha_spy_p3m": 0.5312675332255088, "alpha_c_p3m": 0.5312675332255088, "bench_spy_p3m": 0.08543417530553743, "bench_c_p3m": 0.08543417530553743, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.16719965608383047, "alpha_spy_stated": 0.19856817594239762, "alpha_c_stated": 0.19856817594239762, "price_path": [-0.6115, -0.5743, -0.5014, -0.5149, -0.4866, -0.4866, -0.4584, -0.4705, -0.4957, -0.4954, -0.454, -0.448, -0.4295, -0.3999, -0.3904, -0.3803, -0.4598, -0.4426, -0.4735, -0.4666, -0.4385, -0.3814, -0.3507, -0.3548, -0.3406, -0.3406, -0.3492, -0.3794, -0.3818, -0.3861, -0.3861, -0.3569, -0.4053, -0.3381, -0.3457, -0.42, -0.4147, -0.4339, -0.3982, -0.4477, -0.4283, -0.46, -0.46, -0.4057, -0.3964, -0.4096, -0.4351, -0.4463, -0.3827, -0.3588, -0.3647, -0.3474, -0.2948, -0.2753, -0.2246, -0.1599, -0.0807, -0.0388, -0.0654, -0.0438, -0.0282, -0.0628, -0.0628, 0.0, -0.0103, 0.0587, 0.1122, 0.1238, 0.1463, 0.2048, 0.1275, 0.1674, 0.3045, 0.1566, 0.1339, 0.0839, -0.0699, 0.0671, 0.1192, 0.1192, 0.0261, 0.0368, 0.0407, 0.0818, 0.1672, 0.286, 0.1764, 0.2141, 0.3357, 0.2944, 0.1472, 0.1704, 0.0906, 0.1704, 0.2735, 0.3772, 0.3772, 0.2862, 0.3586, 0.4923, 0.4892, 0.4945, 0.451, 0.4203, 0.3724, 0.4843, 0.4891, 0.4908, 0.3939, 0.455, 0.4105, 0.4684, 0.4318, 0.318, 0.4295, 0.5028, 0.5821, 0.6258, 0.6564, 0.5727, 0.4866, 0.5053, 0.7539, 0.6528, 0.7161, 0.6685, 0.6167, 0.4739, 0.4824, 0.4458, 0.6064, 0.5771, 0.5771, 0.517, 0.5028, 0.4334, 0.4239, 0.5073, 0.7141, 0.5622, 0.574, 0.4384, 0.4913, 0.3686, 0.4211, 0.4816, 0.5349, 0.5943, 0.4579, 0.449, 0.4157, 0.4157, 0.4888, 0.3789, 0.3789, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2022703694119383216", "ticker_idx": 2, "ts": "2026-02-14T16:05:15+00:00", "symbol": "TSM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Personally, I am going after Fiber optics $GLW $LITE $TSM", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Going long fiber optics plays GLW, LITE, and TSM as the next beneficiary of the memory boom cycle.", "resolved_tickers": ["TSM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@Dixitagg When memory booms, usually the equipments follow and the market did exactly that already, very impatient. Packaging will boom as well. Personally, I am going after Fiber optics $GLW $LITE $TSM.", "reply_text": null, "parent_text": "@TradexWhisperer Any other pick with current valuations to play this theme ?", "quoted_text": null, "parent_author": "Dixitagg", "ret_m1d": 0.00593079895101134, "ret_signed_m1d": 0.00593079895101134, "alpha_spy_m1d": 0.0075416828362687705, "alpha_c_m1d": 0.005415495154672989, "bench_spy_m1d": -0.0016108838852574303, "bench_c_m1d": 0.0005153037963383511, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.005326727516279273, "ret_signed_p1d": -0.005326727516279273, "alpha_spy_p1d": -0.010364435066856026, "alpha_c_p1d": -0.01769446795593732, "bench_spy_p1d": 0.005037707550576753, "bench_c_p1d": 0.012367740439658048, "ret_p1w": 0.059170784774030816, "ret_signed_p1w": 0.059170784774030816, "alpha_spy_p1w": 0.05258078073671202, "alpha_c_p1w": 0.030582544933775768, "bench_spy_p1w": 0.006590004037318797, "bench_c_p1w": 0.028588239840255047, "ret_p1m": -0.06500042786989524, "ret_signed_p1m": -0.06500042786989524, "alpha_spy_p1m": -0.03363190801132809, "alpha_c_p1m": -0.031038080918342925, "bench_spy_p1m": -0.031368519858567145, "bench_c_p1m": -0.033962346951552314, "ret_p3m": 0.1133701088069774, "ret_signed_p3m": 0.1133701088069774, "alpha_spy_p3m": 0.02793593350143997, "alpha_c_p3m": -0.25184795583747577, "bench_spy_p3m": 0.08543417530553743, "bench_c_p3m": 0.36521806464445317, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.06500042786989524, "alpha_spy_stated": -0.03363190801132809, "alpha_c_stated": -0.031038080918342925, "price_path": [-0.2401, -0.2468, -0.2206, -0.2204, -0.206, -0.206, -0.2017, -0.2122, -0.2002, -0.191, -0.1979, -0.193, -0.1734, -0.1692, -0.1507, -0.163, -0.1981, -0.2099, -0.2123, -0.2395, -0.2183, -0.2066, -0.1947, -0.1847, -0.1796, -0.1796, -0.1685, -0.1738, -0.1774, -0.1656, -0.1656, -0.1224, -0.1152, -0.101, -0.125, -0.1268, -0.1114, -0.089, -0.0906, -0.1018, -0.0619, -0.0599, -0.0599, -0.1017, -0.1046, -0.1011, -0.0805, -0.0865, -0.071, -0.0601, -0.0677, -0.0924, -0.0627, -0.0781, -0.1056, -0.0919, -0.0421, -0.0241, -0.0063, 0.0272, 0.0107, 0.0059, 0.0059, 0.0, -0.0053, -0.0105, 0.0174, 0.016, 0.0592, 0.0646, 0.0346, 0.0285, 0.0135, -0.0304, -0.0186, -0.0284, -0.0695, -0.0426, -0.047, -0.0265, -0.0755, -0.0711, -0.0658, -0.0474, -0.065, -0.0671, -0.0934, -0.0681, -0.0549, -0.0425, -0.1021, -0.1003, -0.1285, -0.0695, -0.0597, -0.0665, -0.0665, -0.059, -0.0492, 0.0075, 0.0064, 0.0204, 0.0176, 0.046, 0.0328, 0.0005, 0.0202, 0.0084, 0.0135, 0.0668, 0.0536, 0.1082, 0.1151, 0.0803, 0.0844, 0.0905, 0.095, 0.1058, 0.086, 0.1551, 0.1404, 0.1336, 0.1139, 0.0939, 0.1008, 0.1502, 0.1134, 0.0902, 0.081, 0.1059, 0.1211, 0.1138, 0.1138, 0.1353, 0.164, 0.1698, 0.1522, 0.1995, 0.23, 0.2024, 0.2251, 0.1432, 0.1752, 0.1783, 0.1255, 0.1621, 0.17, 0.2182, 0.1753, 0.1927, 0.2754, 0.2754, 0.2907, 0.2044, 0.2044, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2019276356773900505", "ticker_idx": 0, "ts": "2026-02-05T05:06:14+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU is almost back to a single-digit forward P/E, and $GOOGL just dropped the most ridiculous capex budget revision ever. I can hear Sundar screaming for chips miles away", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish MU on near single-digit fwd P/E + Google's massive capex revision driving chip demand; NVDA also benefits as Google scales AI infra.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "Basically, what I said yesterday.\n\n\"Google can't do awesome google stuff without buying some chips.\"\n\n$MU is almost back to a single-digit forward P/E, and $GOOGL just dropped the most ridiculous capex budget revision ever.\n\nI can hear Sundar screaming for chips miles away", "reply_text": null, "parent_text": null, "quoted_text": "Google earnings tomorrow, whatever happens, happens.\n\nJust remember: Google can’t do awesome google stuff without buying some chips\n\nTPUs serve their niche, but they still lean on Blackwell/Rubin and CUDA for general purpose AI.\nComplementary, not substitute.\n\n$GOOGL $NVDA $MU", "parent_author": null, "ret_m1d": -0.009114944640384204, "ret_signed_m1d": -0.009114944640384204, "alpha_spy_m1d": -0.02176218366142102, "alpha_c_m1d": -0.011607876834454522, "bench_spy_m1d": 0.012647239021036816, "bench_c_m1d": 0.0024929321940703186, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.030818165812845688, "ret_signed_p1d": 0.030818165812845688, "alpha_spy_p1d": 0.011633379336025707, "alpha_c_p1d": -0.02318762361354687, "bench_spy_p1d": 0.01918478647681998, "bench_c_p1d": 0.05400578942639256, "ret_p1w": 0.08117206930844012, "ret_signed_p1w": 0.08117206930844012, "alpha_spy_p1w": 0.07578552211181533, "alpha_c_p1w": 0.015462416105427979, "bench_spy_p1w": 0.005386547196624791, "bench_c_p1w": 0.06570965320301214, "ret_p1m": -0.03288159287191916, "ret_signed_p1m": -0.03288159287191916, "alpha_spy_p1m": -0.02514858436496692, "alpha_c_p1m": -0.03154323048227281, "bench_spy_p1m": -0.007733008506952244, "bench_c_p1m": -0.0013383623896463526, "ret_p3m": 0.6727229901400751, "ret_signed_p3m": 0.6727229901400751, "alpha_spy_p3m": 0.6016999083787613, "alpha_c_p3m": 0.30108525325385616, "bench_spy_p3m": 0.07102308176131378, "bench_c_p3m": 0.37163773688621893, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.03288159287191916, "alpha_spy_stated": -0.02514858436496692, "alpha_c_stated": -0.03154323048227281, "price_path": [-0.3387, -0.3705, -0.3606, -0.3814, -0.3556, -0.3684, -0.4035, -0.4102, -0.4743, -0.4586, -0.4154, -0.4138, -0.3989, -0.3989, -0.3826, -0.3722, -0.3748, -0.3887, -0.4083, -0.3807, -0.3554, -0.341, -0.3115, -0.3252, -0.3705, -0.38, -0.393, -0.4112, -0.3511, -0.3058, -0.2779, -0.2788, -0.2516, -0.2516, -0.2565, -0.2312, -0.2357, -0.2546, -0.2546, -0.1762, -0.1848, -0.1031, -0.1132, -0.1459, -0.0987, -0.0967, -0.1169, -0.1294, -0.1208, -0.0526, -0.0526, -0.0467, 0.0162, 0.0384, 0.0438, 0.0162, 0.0714, 0.1368, 0.1382, 0.0835, 0.1434, 0.0955, -0.0091, 0.0, 0.0308, 0.0016, -0.0252, 0.0717, 0.0812, 0.0751, 0.0751, 0.0441, 0.0994, 0.09, 0.1183, 0.0995, 0.0917, 0.1204, 0.0853, 0.077, 0.0778, -0.0084, 0.0467, 0.037, -0.0329, 0.0168, 0.0528, 0.0935, 0.0587, 0.1129, 0.1539, 0.2058, 0.2059, 0.1603, 0.1045, 0.056, 0.033, -0.0021, -0.0716, -0.067, -0.1592, -0.1173, -0.0389, -0.0431, -0.0431, -0.013, -0.0135, 0.0627, 0.1013, 0.0989, 0.1145, 0.2167, 0.192, 0.1947, 0.189, 0.1716, 0.1741, 0.2737, 0.2586, 0.2978, 0.3706, 0.3176, 0.3546, 0.3512, 0.4167, 0.5062, 0.6727, 0.7417, 0.6895, 0.9513, 1.078, 1.0029, 1.0997, 1.0276, 0.8934, 0.7807, 0.8257, 0.9126, 0.9912, 0.9622, 0.9622, 1.3408, 1.4258, 1.413, 1.537, 1.7056, 1.7803, 1.8207, 1.6024, 1.2575, 1.4803, 1.4453, 1.3303, 1.602, 1.5648, 1.8427, 1.6671, 1.7257, 1.9629, 1.9629, 2.1651, 1.7481, 1.7481, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2019276356773900505", "ticker_idx": 1, "ts": "2026-02-05T05:06:14+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Google can't do awesome google stuff without buying some chips", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish MU on near single-digit fwd P/E + Google's massive capex revision driving chip demand; NVDA also benefits as Google scales AI infra.", "resolved_tickers": ["NVDA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "Basically, what I said yesterday.\n\n\"Google can't do awesome google stuff without buying some chips.\"\n\n$MU is almost back to a single-digit forward P/E, and $GOOGL just dropped the most ridiculous capex budget revision ever.\n\nI can hear Sundar screaming for chips miles away", "reply_text": null, "parent_text": null, "quoted_text": "Google earnings tomorrow, whatever happens, happens.\n\nJust remember: Google can’t do awesome google stuff without buying some chips\n\nTPUs serve their niche, but they still lean on Blackwell/Rubin and CUDA for general purpose AI.\nComplementary, not substitute.\n\n$GOOGL $NVDA $MU", "parent_author": null, "ret_m1d": 0.013439631607399694, "ret_signed_m1d": 0.013439631607399694, "alpha_spy_m1d": 0.0007923925863628778, "alpha_c_m1d": 0.010946699413329375, "bench_spy_m1d": 0.012647239021036816, "bench_c_m1d": 0.0024929321940703186, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.07871771529462501, "ret_signed_p1d": 0.07871771529462501, "alpha_spy_p1d": 0.05953292881780503, "alpha_c_p1d": 0.024711925868232454, "bench_spy_p1d": 0.01918478647681998, "bench_c_p1d": 0.05400578942639256, "ret_p1w": 0.08761928024143772, "ret_signed_p1w": 0.08761928024143772, "alpha_spy_p1w": 0.08223273304481293, "alpha_c_p1w": 0.021909627038425583, "bench_spy_p1w": 0.005386547196624791, "bench_c_p1w": 0.06570965320301214, "ret_p1m": 0.034559027309284396, "ret_signed_p1m": 0.034559027309284396, "alpha_spy_p1m": 0.04229203581623664, "alpha_c_p1m": 0.03589738969893075, "bench_spy_p1m": -0.007733008506952244, "bench_c_p1m": -0.0013383623896463526, "ret_p3m": 0.1433012586166469, "ret_signed_p3m": 0.1433012586166469, "alpha_spy_p3m": 0.07227817685533311, "alpha_c_p3m": -0.22833647826957204, "bench_spy_p3m": 0.07102308176131378, "bench_c_p3m": 0.37163773688621893, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.034559027309284396, "alpha_spy_stated": 0.04229203581623664, "alpha_c_stated": 0.03589738969893075, "price_path": [0.158, 0.1237, 0.1275, 0.0871, 0.1063, 0.0856, 0.0551, 0.0851, 0.0509, 0.0407, 0.062, 0.0345, 0.0487, 0.0487, 0.0297, 0.0467, 0.0557, 0.0448, 0.0669, 0.0613, 0.0795, 0.0762, 0.0692, 0.0527, 0.0183, 0.0257, 0.034, -0.0055, 0.0131, 0.053, 0.0687, 0.1008, 0.0973, 0.0973, 0.1085, 0.0951, 0.0911, 0.0851, 0.0851, 0.0987, 0.0945, 0.0894, 0.1002, 0.0766, 0.0755, 0.076, 0.081, 0.0655, 0.0883, 0.0835, 0.0835, 0.036, 0.0666, 0.0754, 0.0919, 0.0849, 0.0968, 0.1143, 0.12, 0.112, 0.0799, 0.0492, 0.0134, 0.0, 0.0787, 0.1057, 0.0969, 0.1057, 0.0876, 0.0636, 0.0636, 0.0762, 0.0937, 0.0932, 0.1044, 0.1144, 0.122, 0.1378, 0.0757, 0.0309, 0.0617, 0.0475, 0.0649, 0.0667, 0.0346, 0.0627, 0.075, 0.0824, 0.0656, 0.0488, 0.066, 0.0585, 0.0496, 0.0389, 0.0048, 0.0219, 0.0194, 0.0396, -0.0037, -0.0253, -0.039, 0.0147, 0.0226, 0.0321, 0.0321, 0.0336, 0.0362, 0.0594, 0.07, 0.0975, 0.1015, 0.1434, 0.1571, 0.1541, 0.1734, 0.1757, 0.163, 0.1782, 0.1616, 0.2118, 0.2603, 0.2403, 0.2175, 0.1612, 0.1546, 0.1548, 0.1433, 0.2092, 0.2306, 0.2521, 0.2768, 0.2846, 0.314, 0.3716, 0.311, 0.2935, 0.2836, 0.3002, 0.2772, 0.2529, 0.2529, 0.2501, 0.237, 0.2466, 0.2285, 0.3054, 0.2964, 0.2495, 0.2737, 0.1947, 0.2154, 0.2127, 0.1675, 0.1934, 0.1953, 0.2375, 0.2082, 0.1921, 0.2273, 0.2273, 0.2154, 0.1653, 0.1653, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2012614812539498944", "ticker_idx": 0, "ts": "2026-01-17T19:55:38+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "2026, 2027, 2028, 2029 and 2030.", "tweet_type": "prediction", "timeline": "years", "summary": "Endorses MU as a multi-year play through 2030, extending the parent's bullish thesis.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "und", "tweet_text": "@powdilicious 2026, 2027, 2028, 2029 and 2030.", "reply_text": null, "parent_text": "@TradexWhisperer Love it! $MU is the play of 2026.", "quoted_text": null, "parent_author": "powdilicious", "ret_m1d": -0.006164380009599069, "ret_signed_m1d": -0.006164380009599069, "alpha_spy_m1d": -0.02694419046685137, "alpha_c_m1d": -0.03177978927923786, "bench_spy_m1d": 0.0207798104572523, "bench_c_m1d": 0.02561540926963879, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.06605473155081532, "ret_signed_p1d": 0.06605473155081532, "alpha_spy_p1d": 0.054513622269154016, "alpha_c_p1d": 0.03649460553751038, "bench_spy_p1d": 0.0115411092816613, "bench_c_p1d": 0.029560126013304933, "ret_p1w": 0.12394513294440679, "ret_signed_p1w": 0.12394513294440679, "alpha_spy_p1w": 0.09751285398871579, "alpha_c_p1w": 0.08075759043836794, "bench_spy_p1w": 0.026432278955691002, "bench_c_p1w": 0.043187542506038845, "ret_p1m": 0.15328768885560184, "ret_signed_p1m": 0.15328768885560184, "alpha_spy_p1m": 0.14043314291040288, "alpha_c_p1m": 0.09652401070546457, "bench_spy_p1m": 0.01285454594519897, "bench_c_p1m": 0.056763678150137276, "ret_p3m": 0.24729086635899833, "ret_signed_p3m": 0.24729086635899833, "alpha_spy_p3m": 0.196375182581372, "alpha_c_p3m": 0.058326020318802296, "bench_spy_p3m": 0.05091568377762634, "bench_c_p3m": 0.18896484604019603, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.4339, -0.4002, -0.3972, -0.3923, -0.3793, -0.3865, -0.3872, -0.3572, -0.4029, -0.3496, -0.3473, -0.3484, -0.3063, -0.3397, -0.3293, -0.3511, -0.324, -0.3374, -0.3742, -0.3813, -0.4485, -0.4321, -0.3867, -0.3851, -0.3694, -0.3694, -0.3524, -0.3415, -0.3441, -0.3587, -0.3793, -0.3503, -0.3238, -0.3087, -0.2778, -0.2922, -0.3396, -0.3496, -0.3632, -0.3824, -0.3193, -0.2717, -0.2425, -0.2434, -0.2149, -0.2149, -0.2201, -0.1935, -0.1983, -0.2181, -0.2181, -0.1358, -0.1448, -0.0591, -0.0697, -0.1041, -0.0545, -0.0524, -0.0736, -0.0867, -0.0777, -0.0062, -0.0062, 0.0, 0.0661, 0.0893, 0.0949, 0.066, 0.1239, 0.1925, 0.1939, 0.1367, 0.1995, 0.1492, 0.0395, 0.049, 0.0813, 0.0507, 0.0226, 0.1242, 0.1342, 0.1278, 0.1278, 0.0953, 0.1533, 0.1434, 0.1731, 0.1533, 0.1452, 0.1753, 0.1385, 0.1298, 0.1306, 0.0402, 0.098, 0.0878, 0.0145, 0.0666, 0.1044, 0.1471, 0.1105, 0.1675, 0.2104, 0.2649, 0.265, 0.2172, 0.1586, 0.1078, 0.0836, 0.0468, -0.0261, -0.0213, -0.118, -0.074, 0.0082, 0.0038, 0.0038, 0.0354, 0.0349, 0.1148, 0.1553, 0.1528, 0.1691, 0.2763, 0.2505, 0.2532, 0.2473, 0.2291, 0.2317, 0.3361, 0.3203, 0.3614, 0.4378, 0.3822, 0.421, 0.4175, 0.4861, 0.58, 0.7547, 0.827, 0.7723, 1.0469, 1.1799, 1.1011, 1.2027, 1.1269, 0.9862, 0.868, 0.9152, 1.0063, 1.0888, 1.0584, 1.0584, 1.4555, 1.5447, 1.5313, 1.6614, 1.8382, 1.9166, 1.959, 1.7299, 1.3681, 1.6019, 1.5652, 1.4445, 1.7296, 1.6905, 1.982, 1.7978, 1.8593, 2.1081, 2.1081, 2.3202, 1.8828, 1.8828, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2024165437601435681", "ticker_idx": 0, "ts": "2026-02-18T16:53:42+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "We loaded up way back at $62. Guess who's playing Smart Money?", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Author holds long MU position (loaded at $62), endorsing thesis via Tepper's 200% stake increase; bullish on valuation and HBM/DRAM tailwinds.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU David Tepper's Appaloosa just increased his Micron holdings to 1.5M shares ($423M), a huge 200% jump in Q4 2025.\n\nWe loaded up way back at $62.\nGuess who's playing Smart Money?", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": -0.050291059594435694, "ret_signed_m1d": -0.050291059594435694, "alpha_spy_m1d": -0.04527860333261602, "alpha_c_m1d": -0.0380744114876056, "bench_spy_m1d": -0.0050124562618196755, "bench_c_m1d": -0.012216648106830097, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.00855213753394457, "ret_signed_p1d": -0.00855213753394457, "alpha_spy_p1d": -0.0059147932103950085, "alpha_c_p1d": -0.002855917304950606, "bench_spy_p1d": -0.002637344323549562, "bench_c_p1d": -0.0056962202289939645, "ret_p1w": 0.0191233645621689, "ret_signed_p1w": 0.0191233645621689, "alpha_spy_p1w": 0.00912750949683705, "alpha_c_p1w": -0.013866615493219214, "bench_spy_p1w": 0.009995855065331849, "bench_c_p1w": 0.03298998005538811, "ret_p1m": 0.05539843709316683, "ret_signed_p1m": 0.05539843709316683, "alpha_spy_p1m": 0.09399729181803473, "alpha_c_p1m": 0.09813259025494481, "bench_spy_p1m": -0.038598854724867904, "bench_c_p1m": -0.04273415316177798, "ret_p3m": 0.6197321738237402, "ret_signed_p3m": 0.6197321738237402, "alpha_spy_p3m": 0.5404984753260733, "alpha_c_p3m": 0.2958684256599362, "bench_spy_p3m": 0.07923369849766693, "bench_c_p3m": 0.32386374816380403, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.05539843709316683, "alpha_spy_stated": 0.09399729181803473, "alpha_c_stated": 0.09813259025494481, "price_path": [-0.5076, -0.4683, -0.4668, -0.4532, -0.4532, -0.4384, -0.429, -0.4313, -0.444, -0.4618, -0.4367, -0.4137, -0.4006, -0.3738, -0.3863, -0.4274, -0.436, -0.4479, -0.4645, -0.4098, -0.3685, -0.3432, -0.344, -0.3192, -0.3192, -0.3237, -0.3007, -0.3048, -0.322, -0.322, -0.2507, -0.2585, -0.1842, -0.1934, -0.2231, -0.1802, -0.1784, -0.1967, -0.2081, -0.2003, -0.1383, -0.1383, -0.1329, -0.0756, -0.0555, -0.0506, -0.0757, -0.0254, 0.034, 0.0353, -0.0144, 0.04, -0.0036, -0.0987, -0.0904, -0.0624, -0.089, -0.1133, -0.0252, -0.0166, -0.0221, -0.0221, -0.0503, 0.0, -0.0086, 0.0172, 0.0, -0.007, 0.0191, -0.0128, -0.0204, -0.0197, -0.098, -0.0479, -0.0568, -0.1203, -0.0751, -0.0424, -0.0054, -0.0371, 0.0123, 0.0495, 0.0968, 0.0969, 0.0554, 0.0046, -0.0394, -0.0604, -0.0923, -0.1556, -0.1514, -0.2352, -0.1971, -0.1258, -0.1296, -0.1296, -0.1022, -0.1027, -0.0334, 0.0018, -0.0004, 0.0138, 0.1067, 0.0843, 0.0866, 0.0815, 0.0657, 0.068, 0.1585, 0.1448, 0.1805, 0.2467, 0.1985, 0.2322, 0.2291, 0.2886, 0.37, 0.5215, 0.5842, 0.5368, 0.7749, 0.8902, 0.8218, 0.9099, 0.8442, 0.7222, 0.6197, 0.6606, 0.7396, 0.8112, 0.7848, 0.7848, 1.1291, 1.2064, 1.1948, 1.3077, 1.4609, 1.5289, 1.5657, 1.3671, 1.0534, 1.256, 1.2242, 1.1196, 1.3668, 1.3329, 1.5857, 1.4259, 1.4792, 1.695, 1.695, 1.8789, 1.4996, 1.4996, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2020947342237827139", "ticker_idx": 0, "ts": "2026-02-09T19:46:08+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU BLUE-GREEN still going. Building a New Base? Ignore the noise. Fundamentals Only.", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Bullish MU on cheap valuation, HBM growth, and surging DRAM/NAND prices; building a new base.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU BLUE-GREEN still going. Building a New Base?\n\nIgnore the noise. Fundamentals Only. https://t.co/KmMYBHZ6Zy", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": 0.029178622415872324, "ret_signed_m1d": 0.029178622415872324, "alpha_spy_m1d": 0.033977211646554206, "alpha_c_m1d": 0.04147420848508743, "bench_spy_m1d": -0.004798589230681882, "bench_c_m1d": -0.012295586069215103, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.02672751304786447, "ret_signed_p1d": -0.02672751304786447, "alpha_spy_p1d": -0.024090455277165024, "alpha_c_p1d": -0.022079820537778017, "bench_spy_p1d": -0.002637057770699447, "bench_c_p1d": -0.004647692510086454, "ret_p1w": 0.07342899206456432, "ret_signed_p1w": 0.07342899206456432, "alpha_spy_p1w": 0.09100949509677403, "alpha_c_p1w": 0.0707977186346398, "bench_spy_p1w": -0.017580503032209704, "bench_c_p1w": 0.00263127342992453, "ret_p1m": 0.0511342381423634, "ret_signed_p1m": 0.0511342381423634, "alpha_spy_p1m": 0.07530022352784305, "alpha_c_p1m": 0.07405322858649266, "bench_spy_p1m": -0.02416598538547965, "bench_c_p1m": -0.02291899044412926, "ret_p3m": 0.6868361280257833, "ret_signed_p3m": 0.6868361280257833, "alpha_spy_p3m": 0.6297311477674641, "alpha_c_p3m": 0.3586669808662146, "bench_spy_p3m": 0.05710498025831923, "bench_c_p3m": 0.3281691471595687, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.0511342381423634, "alpha_spy_stated": 0.07530022352784305, "alpha_c_stated": 0.07405322858649266, "price_path": [-0.3617, -0.3824, -0.3566, -0.3694, -0.4044, -0.4111, -0.4751, -0.4595, -0.4163, -0.4148, -0.3998, -0.3998, -0.3836, -0.3732, -0.3758, -0.3897, -0.4092, -0.3817, -0.3564, -0.3421, -0.3126, -0.3263, -0.3715, -0.381, -0.394, -0.4122, -0.3522, -0.3069, -0.2791, -0.2799, -0.2528, -0.2528, -0.2577, -0.2324, -0.2369, -0.2558, -0.2558, -0.1775, -0.186, -0.1045, -0.1146, -0.1473, -0.1002, -0.0981, -0.1183, -0.1308, -0.1222, -0.0541, -0.0541, -0.0482, 0.0146, 0.0367, 0.0421, 0.0146, 0.0697, 0.135, 0.1363, 0.0818, 0.1416, 0.0937, -0.0107, -0.0016, 0.0292, 0.0, -0.0267, 0.07, 0.0795, 0.0734, 0.0734, 0.0425, 0.0977, 0.0883, 0.1165, 0.0977, 0.09, 0.1186, 0.0836, 0.0753, 0.0761, -0.01, 0.045, 0.0353, -0.0344, 0.0152, 0.0511, 0.0918, 0.057, 0.1112, 0.152, 0.2039, 0.204, 0.1585, 0.1027, 0.0544, 0.0314, -0.0037, -0.0731, -0.0685, -0.1605, -0.1187, -0.0404, -0.0446, -0.0446, -0.0146, -0.015, 0.061, 0.0996, 0.0972, 0.1127, 0.2147, 0.1901, 0.1928, 0.1871, 0.1698, 0.1723, 0.2717, 0.2566, 0.2958, 0.3684, 0.3155, 0.3525, 0.3491, 0.4144, 0.5038, 0.6701, 0.7389, 0.6868, 0.9482, 1.0747, 0.9997, 1.0964, 1.0243, 0.8904, 0.7779, 0.8228, 0.9095, 0.9881, 0.9591, 0.9591, 1.337, 1.4219, 1.4091, 1.533, 1.7013, 1.7759, 1.8162, 1.5982, 1.2539, 1.4763, 1.4414, 1.3266, 1.5979, 1.5607, 1.8382, 1.6628, 1.7213, 1.9582, 1.9582, 2.1601, 1.7437, 1.7437, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:1983742568665149836", "ticker_idx": 0, "ts": "2025-10-30T03:47:39+00:00", "symbol": "VRT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Hyperscalers won't stop spending 💰💶", "tweet_type": "analysis", "timeline": "weeks", "summary": "Bullish VRT on continued hyperscaler spending; pattern suggests another upside candle ahead.", "resolved_tickers": ["VRT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "quote", "lang": "en", "tweet_text": "🟦 $VRT 144% gains with last two (W) BLUE candles\n\nHyperscalers won't stop spending 💰💶\n\n250+ Weekly Smart Candle Alerts. Free Trial:\nhttps://t.co/ZQDP5HCFyq https://t.co/klXPti8JFY", "reply_text": null, "parent_text": null, "quoted_text": "🟦 $VRT Keeps bouncing off the middle Bollinger Band. Is a (W) BLUE candle just around the corner?\n\nLast three (W) BLUE candles yielded a return of 89%, 74% and 181% 💰\n\n230+ Weekly Smart Candle Alerts. Free Trial:\nhttps://t.co/ZQDP5HCFyq https://t.co/ixvHgZuCfh", "parent_author": null, "ret_m1d": 0.028437345373821143, "ret_signed_m1d": 0.028437345373821143, "alpha_spy_m1d": 0.017317035029137173, "alpha_c_m1d": 0.025916282202965046, "bench_spy_m1d": 0.01112031034468397, "bench_c_m1d": 0.002521063170856097, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.004644913270624551, "ret_signed_p1d": -0.004644913270624551, "alpha_spy_p1d": -0.00792513506126924, "alpha_c_p1d": -0.007036724317750931, "bench_spy_p1d": 0.0032802217906446884, "bench_c_p1d": 0.00239181104712638, "ret_p1w": -0.05542937192392916, "ret_signed_p1w": -0.05542937192392916, "alpha_spy_p1w": -0.04142587734169034, "alpha_c_p1w": -0.041853719879800355, "bench_spy_p1w": -0.014003494582238818, "bench_c_p1w": -0.013575652044128805, "ret_p1m": -0.07206307006273238, "ret_signed_p1m": -0.07206307006273238, "alpha_spy_p1m": -0.0772996025145326, "alpha_c_p1m": -0.06559847385124251, "bench_spy_p1m": 0.005236532451800224, "bench_c_p1m": -0.00646459621148987, "ret_p3m": -0.023118165414524605, "ret_signed_p3m": -0.023118165414524605, "alpha_spy_p3m": -0.04917617634871785, "alpha_c_p3m": -0.09381012198222904, "bench_spy_p3m": 0.026058010934193243, "bench_c_p3m": 0.07069195656770444, "ret_p6m": 0.6704052015714552, "ret_signed_p6m": 0.6704052015714552, "alpha_spy_p6m": 0.6142512733890853, "alpha_c_p6m": 0.5485034341805024, "bench_spy_p6m": 0.05615392818236997, "bench_c_p6m": 0.12190176739095282, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.07206307006273238, "alpha_spy_stated": -0.0772996025145326, "alpha_c_stated": -0.06559847385124251, "price_path": [-0.2766, -0.2841, -0.279, -0.2808, -0.278, -0.2785, -0.2585, -0.2911, -0.3163, -0.3134, -0.2999, -0.3342, -0.3419, -0.3469, -0.35, -0.355, -0.3399, -0.3328, -0.3074, -0.3419, -0.3419, -0.3602, -0.352, -0.3514, -0.3602, -0.3715, -0.3521, -0.2945, -0.2998, -0.3043, -0.2864, -0.2947, -0.2938, -0.2673, -0.2589, -0.2157, -0.264, -0.2691, -0.2786, -0.2846, -0.2604, -0.2214, -0.166, -0.1658, -0.1732, -0.1598, -0.1801, -0.1361, -0.1284, -0.1277, -0.0762, -0.096, -0.0684, -0.0823, -0.102, -0.0931, -0.0979, -0.1144, -0.0545, -0.0397, -0.0044, -0.0165, 0.0284, 0.0, -0.0046, -0.0122, -0.0668, -0.0157, -0.0554, -0.072, -0.0306, -0.0759, -0.1052, -0.1555, -0.1176, -0.1399, -0.1492, -0.1193, -0.1762, -0.1751, -0.1283, -0.1245, -0.1119, -0.1119, -0.0721, -0.0747, -0.066, -0.0765, -0.0576, -0.0241, -0.0417, -0.079, -0.0613, -0.0776, -0.1674, -0.1649, -0.1705, -0.2264, -0.2029, -0.1749, -0.1417, -0.1416, -0.1385, -0.1385, -0.1348, -0.1449, -0.1515, -0.1636, -0.1636, -0.0933, -0.1019, -0.0967, -0.1143, -0.1699, -0.1554, -0.1221, -0.1083, -0.1179, -0.1092, -0.0865, -0.0865, -0.0956, -0.0631, -0.0649, -0.0578, -0.0643, -0.0231, 0.0004, 0.0073, -0.0388, -0.019, -0.0183, -0.0575, -0.0823, 0.0098, 0.0429, 0.0306, 0.283, 0.2211, 0.2109, 0.2109, 0.2573, 0.2557, 0.2549, 0.2585, 0.2671, 0.307, 0.3537, 0.3384, 0.316, 0.3308, 0.262, 0.2973, 0.2894, 0.2483, 0.3648, 0.3943, 0.385, 0.3701, 0.3366, 0.3668, 0.3861, 0.367, 0.39, 0.3214, 0.322, 0.3989, 0.4261, 0.3034, 0.2966, 0.2096, 0.294, 0.3394, 0.3493, 0.3493, 0.3361, 0.3546, 0.4513, 0.4854, 0.524, 0.549, 0.6035, 0.5552, 0.5189, 0.5872, 0.6237, 0.6135, 0.5758, 0.6616, 0.6704]}
{"unit_id": "quote:2030167172807524562", "ticker_idx": 0, "ts": "2026-03-07T06:22:27+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The runway for elevated pricing and premium margins stretches further than most models on Wall Street currently assume. Every quarter the market expects relief and does not get it is another quarter of pricing power for the producers who already have capacity in the ground.", "tweet_type": "analysis", "timeline": "years", "summary": "Bullish MU: HBM wafer intensity (3-4x/bit), compounding yield losses, and competing DRAM demand create multi-year supply constraints and pricing power the market hasn't priced in.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU \"What is the real bottleneck in HBM3E/HBM4 production that the market is not yet pricing in?\"\n\nThe question sounds technical. The answer is actually very simple once you understand one number: HBM consumes 3 to 4 times more wafer per bit than standard DRAM.\n\nYou do not just build more memory. You build memory that is fundamentally more wafer-hungry than anything that came before it. Every HBM chip stacked on an AI accelerator consumes 3 to 4x the wafer per bit of a conventional DRAM. That means to double HBM output, the industry you need at least 4x more capacity.\n\nA new leading-edge fab takes at least 3 to 5 years from groundbreaking to meaningful output. That means the supply constraints visible today do not get resolved in 2026. They do not get resolved in 2027. The runway for elevated pricing and premium margins stretches further than most models on Wall Street currently assume. Every quarter the market expects relief and does not get it is another quarter of pricing power for the producers who already have capacity in the ground.\n\nNow add the yield problem and the bull case gets even stronger.\n\nHBM yield is not comparable to standard DRAM yield. It is a completely different category of difficulty. In an HBM stack, you take multiple DRAM dies, bond them vertically through thousands of through-silicon vias, and treat the entire stack as a single unit. If any one die in that stack fails, the entire stack fails. You throw the whole thing away.\n\nYield losses multiply across the stack rather than occurring in isolation. A 95% individual die yield sounds impressive until you stack twelve dies and realize your effective stack yield drops to roughly 54%. That wafer consumption number of 3 to 4x suddenly looks conservative once yield losses compound through the stack. This is not a problem that money alone solves. It is a problem that only time, process learning, and engineering discipline solves. Every quarter of yield learning already accumulated by the producers ahead of the curve is a quarter that late movers simply cannot buy back.\n\nAnd the supply constraints do not end with HBM itself.\n\nSOCAMM2 is coming. CXL DRAM is coming. Both demand the same leading-edge DRAM process capacity and both serve the datacenter market with growing urgency. As inference workloads scale and memory pooling architectures mature, CXL DRAM becomes a serious incremental revenue stream competing for the same constrained wafer supply. SOCAMM2 brings high-density memory to next-generation server platforms and that ramp adds to the addressable market, not away from it.\n\nThen there is the consumer catalyst waiting in the background. When rate cuts arrive and PC and smartphone upgrade cycles accelerate, consumer DRAM demand snaps back hard. And when both datacenter and consumer cycles run simultaneously against a backdrop of structurally constrained wafer supply, the pricing environment becomes something the market has not modeled yet.\n\nSo when someone asks why HBM supply cannot simply catch up to demand, the honest answer is: because the physics will not allow it, the yield math will not allow it, and the competing memory demands will not allow it.\n\nThe market prices in a ramp. It has not priced in the ceiling. It has not priced in the yield wall. And it has not priced in what happens when every datacenter memory technology competes for the same wafer supply at the same time.\n\nSo good luck waiting for 4x more fabs, 4x more packaging plants and 4x more HBM engineers, 95% yield on 12-die stacks, \"all of the sudden.\"\n\nStructural Shift", "reply_text": null, "parent_text": null, "quoted_text": "$MU I worked 21 years as an HBM, DRAM & NAND engineer.\n\nAMA is open. Ask me anything.\n\nI'll drop rare insights where I can. https://t.co/mNyHOKVofa", "parent_author": null, "ret_m1d": -0.04885443959208846, "ret_signed_m1d": -0.04885443959208846, "alpha_spy_m1d": -0.040170548620550584, "alpha_c_m1d": -0.013836568735838162, "bench_spy_m1d": -0.008683890971537878, "bench_c_m1d": -0.0350178708562503, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03542065676428452, "ret_signed_p1d": 0.03542065676428452, "alpha_spy_p1d": 0.0370276723407742, "alpha_c_p1d": 0.027915036428745044, "bench_spy_p1d": -0.0016070155764896787, "bench_c_p1d": 0.007505620335539476, "ret_p1w": 0.13479909356117736, "ret_signed_p1w": 0.13479909356117736, "alpha_spy_p1w": 0.1484219068136461, "alpha_c_p1w": 0.13594010757092578, "bench_spy_p1w": -0.013622813252468724, "bench_c_p1w": -0.00114101400974842, "ret_p1m": -0.02974776819200242, "ret_signed_p1m": -0.02974776819200242, "alpha_spy_p1m": -0.004315869186110377, "alpha_c_p1m": -0.04377013005463248, "bench_spy_p1m": -0.025431899005892045, "bench_c_p1m": 0.014022361862630062, "ret_p3m": 1.5593814747800736, "ret_signed_p3m": 1.5593814747800736, "alpha_spy_p3m": 1.440125612371148, "alpha_c_p3m": 0.9681599389976576, "bench_spy_p3m": 0.11925586240892572, "bench_c_p3m": 0.591221535782416, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.3229, -0.3364, -0.3809, -0.3902, -0.403, -0.421, -0.3618, -0.3172, -0.2898, -0.2907, -0.2639, -0.2639, -0.2688, -0.2439, -0.2484, -0.2669, -0.2669, -0.1898, -0.1982, -0.1179, -0.1278, -0.16, -0.1136, -0.1116, -0.1315, -0.1438, -0.1353, -0.0682, -0.0682, -0.0625, -0.0005, 0.0212, 0.0265, -0.0006, 0.0537, 0.1181, 0.1194, 0.0657, 0.1245, 0.0774, -0.0255, -0.0165, 0.0138, -0.0149, -0.0413, 0.054, 0.0633, 0.0574, 0.0574, 0.0269, 0.0812, 0.072, 0.0998, 0.0813, 0.0737, 0.1019, 0.0674, 0.0592, 0.06, -0.0248, 0.0294, 0.0199, -0.0489, 0.0, 0.0354, 0.0754, 0.0412, 0.0945, 0.1348, 0.1859, 0.186, 0.1411, 0.0863, 0.0386, 0.016, -0.0186, -0.087, -0.0825, -0.1731, -0.1319, -0.0548, -0.0589, -0.0589, -0.0293, -0.0297, 0.0452, 0.0831, 0.0808, 0.0961, 0.1966, 0.1724, 0.1749, 0.1694, 0.1523, 0.1548, 0.2527, 0.2379, 0.2764, 0.3479, 0.2959, 0.3323, 0.3289, 0.3933, 0.4813, 0.6451, 0.7129, 0.6616, 0.919, 1.0437, 0.9699, 1.0651, 0.9941, 0.8621, 0.7513, 0.7955, 0.881, 0.9583, 0.9298, 0.9298, 1.3021, 1.3857, 1.3731, 1.4951, 1.6609, 1.7344, 1.7741, 1.5594, 1.2202, 1.4393, 1.4049, 1.2918, 1.559, 1.5224, 1.7958, 1.623, 1.6806, 1.914, 1.914, 2.1128, 1.7027, 1.7027, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2030390938070405454", "ticker_idx": 0, "ts": "2026-03-07T21:11:37+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Boom after Boom", "tweet_type": "news_reaction", "timeline": "quarters", "summary": "Bullish memory stocks (MU, SNDK, EWY) on structural NAND/eSSD supply bottleneck driven by AI inference demand; contract prices seen rising up to 60%.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU $SNDK $EWY Boom after Boom.\n\nIndependent research firm Growth Research said the dominance of the memory market is rapidly shifting from DRAM to NAND flash, and in particular, demand for a \"context warehouse\" for AI inference is expected to drive up contract prices by up to 60% in the first quarter of this year.\n\nAs the center of gravity of AI shifts from learning to inference, eSSD (enterprise SSD) is emerging as a new key variable in AI infrastructure, going beyond simply storing data.\n\nHan Yong-hee, a researcher at Growth Research, said, \"The memory market has moved beyond the existing IT device demand formula and entered a period of structural imbalance centered on data centers.\" He added, \"If DRAM is a temporary workbench for calculations, NAND is a warehouse that accumulates results. However, as the size of the warehouse required by the current AI infrastructure rapidly increases, a bottleneck is occurring in which supply cannot keep up with demand.\"\n\nHe continued, \"With the proliferation of AI agents, the amount of tokens consumed per inference increases by up to 1,000 times compared to general chatbots, revealing the limits of KV cache (context-maintaining memory) capacity.\" He explained, \"As 'offloading', which moves data to SSD or CPU memory to reduce the load on the limited HBM, becomes a necessity rather than an option, the war to secure eSSDs among CSPs (cloud service providers) that operate large-scale inference services will intensify.\"", "reply_text": null, "parent_text": null, "quoted_text": "$MU $EWY Memory Bottleneck Is Getting Wild 🤯\n\n\"SK Hynix only has four weeks' worth of DRAM and NAND inventory. Prices will rise further.\"\n\n“The industry-wide cleanroom space shortage is exacerbating supply constraints and creating an environment favorable for price increases\" https://t.co/Ld7YCiqxX1", "parent_author": null, "ret_m1d": -0.04885443959208846, "ret_signed_m1d": -0.04885443959208846, "alpha_spy_m1d": -0.040170548620550584, "alpha_c_m1d": -0.013836568735838162, "bench_spy_m1d": -0.008683890971537878, "bench_c_m1d": -0.0350178708562503, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03542065676428452, "ret_signed_p1d": 0.03542065676428452, "alpha_spy_p1d": 0.0370276723407742, "alpha_c_p1d": 0.027915036428745044, "bench_spy_p1d": -0.0016070155764896787, "bench_c_p1d": 0.007505620335539476, "ret_p1w": 0.13479909356117736, "ret_signed_p1w": 0.13479909356117736, "alpha_spy_p1w": 0.1484219068136461, "alpha_c_p1w": 0.13594010757092578, "bench_spy_p1w": -0.013622813252468724, "bench_c_p1w": -0.00114101400974842, "ret_p1m": -0.02974776819200242, "ret_signed_p1m": -0.02974776819200242, "alpha_spy_p1m": -0.004315869186110377, "alpha_c_p1m": -0.04377013005463248, "bench_spy_p1m": -0.025431899005892045, "bench_c_p1m": 0.014022361862630062, "ret_p3m": 1.5593814747800736, "ret_signed_p3m": 1.5593814747800736, "alpha_spy_p3m": 1.440125612371148, "alpha_c_p3m": 0.9681599389976576, "bench_spy_p3m": 0.11925586240892572, "bench_c_p3m": 0.591221535782416, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": 1.5593814747800736, "alpha_spy_stated": 1.440125612371148, "alpha_c_stated": 0.9681599389976576, "price_path": [-0.3229, -0.3364, -0.3809, -0.3902, -0.403, -0.421, -0.3618, -0.3172, -0.2898, -0.2907, -0.2639, -0.2639, -0.2688, -0.2439, -0.2484, -0.2669, -0.2669, -0.1898, -0.1982, -0.1179, -0.1278, -0.16, -0.1136, -0.1116, -0.1315, -0.1438, -0.1353, -0.0682, -0.0682, -0.0625, -0.0005, 0.0212, 0.0265, -0.0006, 0.0537, 0.1181, 0.1194, 0.0657, 0.1245, 0.0774, -0.0255, -0.0165, 0.0138, -0.0149, -0.0413, 0.054, 0.0633, 0.0574, 0.0574, 0.0269, 0.0812, 0.072, 0.0998, 0.0813, 0.0737, 0.1019, 0.0674, 0.0592, 0.06, -0.0248, 0.0294, 0.0199, -0.0489, 0.0, 0.0354, 0.0754, 0.0412, 0.0945, 0.1348, 0.1859, 0.186, 0.1411, 0.0863, 0.0386, 0.016, -0.0186, -0.087, -0.0825, -0.1731, -0.1319, -0.0548, -0.0589, -0.0589, -0.0293, -0.0297, 0.0452, 0.0831, 0.0808, 0.0961, 0.1966, 0.1724, 0.1749, 0.1694, 0.1523, 0.1548, 0.2527, 0.2379, 0.2764, 0.3479, 0.2959, 0.3323, 0.3289, 0.3933, 0.4813, 0.6451, 0.7129, 0.6616, 0.919, 1.0437, 0.9699, 1.0651, 0.9941, 0.8621, 0.7513, 0.7955, 0.881, 0.9583, 0.9298, 0.9298, 1.3021, 1.3857, 1.3731, 1.4951, 1.6609, 1.7344, 1.7741, 1.5594, 1.2202, 1.4393, 1.4049, 1.2918, 1.559, 1.5224, 1.7958, 1.623, 1.6806, 1.914, 1.914, 2.1128, 1.7027, 1.7027, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2030390938070405454", "ticker_idx": 1, "ts": "2026-03-07T21:11:37+00:00", "symbol": "SNDK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU $SNDK $EWY Boom after Boom", "tweet_type": "news_reaction", "timeline": "quarters", "summary": "Bullish memory stocks (MU, SNDK, EWY) on structural NAND/eSSD supply bottleneck driven by AI inference demand; contract prices seen rising up to 60%.", "resolved_tickers": ["SNDK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU $SNDK $EWY Boom after Boom.\n\nIndependent research firm Growth Research said the dominance of the memory market is rapidly shifting from DRAM to NAND flash, and in particular, demand for a \"context warehouse\" for AI inference is expected to drive up contract prices by up to 60% in the first quarter of this year.\n\nAs the center of gravity of AI shifts from learning to inference, eSSD (enterprise SSD) is emerging as a new key variable in AI infrastructure, going beyond simply storing data.\n\nHan Yong-hee, a researcher at Growth Research, said, \"The memory market has moved beyond the existing IT device demand formula and entered a period of structural imbalance centered on data centers.\" He added, \"If DRAM is a temporary workbench for calculations, NAND is a warehouse that accumulates results. However, as the size of the warehouse required by the current AI infrastructure rapidly increases, a bottleneck is occurring in which supply cannot keep up with demand.\"\n\nHe continued, \"With the proliferation of AI agents, the amount of tokens consumed per inference increases by up to 1,000 times compared to general chatbots, revealing the limits of KV cache (context-maintaining memory) capacity.\" He explained, \"As 'offloading', which moves data to SSD or CPU memory to reduce the load on the limited HBM, becomes a necessity rather than an option, the war to secure eSSDs among CSPs (cloud service providers) that operate large-scale inference services will intensify.\"", "reply_text": null, "parent_text": null, "quoted_text": "$MU $EWY Memory Bottleneck Is Getting Wild 🤯\n\n\"SK Hynix only has four weeks' worth of DRAM and NAND inventory. Prices will rise further.\"\n\n“The industry-wide cleanroom space shortage is exacerbating supply constraints and creating an environment favorable for price increases\" https://t.co/Ld7YCiqxX1", "parent_author": null, "ret_m1d": -0.10429223144032729, "ret_signed_m1d": -0.10429223144032729, "alpha_spy_m1d": -0.09560834046878941, "alpha_c_m1d": -0.08661900634187636, "bench_spy_m1d": -0.008683890971537878, "bench_c_m1d": -0.01767322509845093, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05122897623741518, "ret_signed_p1d": 0.05122897623741518, "alpha_spy_p1d": 0.05283599181390486, "alpha_c_p1d": 0.05122897623741518, "bench_spy_p1d": -0.0016070155764896787, "bench_c_p1d": 0.0, "ret_p1w": 0.19516591345081236, "ret_signed_p1w": 0.19516591345081236, "alpha_spy_p1w": 0.20878872670328108, "alpha_c_p1w": 0.20217792018121805, "bench_spy_p1w": -0.013622813252468724, "bench_c_p1w": -0.0070120067304056954, "ret_p1m": 0.20734464249132678, "ret_signed_p1m": 0.20734464249132678, "alpha_spy_p1m": 0.23277654149721883, "alpha_c_p1m": 0.2227935153322309, "bench_spy_p1m": -0.025431899005892045, "bench_c_p1m": -0.015448872840904126, "ret_p3m": 1.9889424899168047, "ret_signed_p3m": 1.9889424899168047, "alpha_spy_p3m": 1.869686627507879, "alpha_c_p3m": 1.6050688030058766, "bench_spy_p3m": 0.11925586240892572, "bench_c_p3m": 0.38387368691092805, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": 1.9889424899168047, "alpha_spy_stated": 1.869686627507879, "alpha_c_stated": 1.6050688030058766, "price_path": [-0.6045, -0.5896, -0.6498, -0.6571, -0.6445, -0.6487, -0.6272, -0.5964, -0.5906, -0.584, -0.5752, -0.5752, -0.5753, -0.5851, -0.592, -0.5968, -0.5968, -0.5325, -0.5345, -0.4061, -0.3995, -0.4318, -0.3589, -0.3388, -0.3379, -0.3413, -0.3049, -0.2974, -0.2974, -0.2303, -0.1485, -0.1449, -0.1952, -0.2003, -0.1823, -0.1038, -0.084, -0.0212, 0.13, 0.1814, -0.0071, -0.0213, 0.0157, -0.0091, -0.08, 0.018, 0.0706, 0.0643, 0.0643, 0.0032, 0.0198, 0.055, 0.104, 0.1321, 0.0846, 0.0741, 0.1073, 0.0792, 0.0516, -0.0396, 0.0175, -0.0393, -0.1043, 0.0, 0.0512, 0.1133, 0.0511, 0.1238, 0.1952, 0.2233, 0.2802, 0.3115, 0.2055, 0.1932, 0.1932, 0.1514, 0.0245, 0.046, -0.0276, 0.0792, 0.1767, 0.1917, 0.1917, 0.2308, 0.2073, 0.3264, 0.4465, 0.4468, 0.6179, 0.6042, 0.5147, 0.5618, 0.5644, 0.5508, 0.5346, 0.663, 0.5838, 0.6814, 0.8178, 0.7026, 0.8076, 0.8625, 1.0162, 1.1332, 1.3887, 1.395, 1.276, 1.6537, 1.6286, 1.4664, 1.4582, 1.3486, 1.3909, 1.2642, 1.3496, 1.3654, 1.6196, 1.5117, 1.5117, 1.7, 1.7006, 1.7884, 1.879, 1.9919, 1.9154, 2.1109, 1.9889, 1.6486, 1.7891, 1.7968, 1.7911, 2.1959, 2.3633, 2.5804, 2.3828, 2.3272, 2.711, 2.711, 2.8621, 2.3353, 2.3353, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2030390938070405454", "ticker_idx": 2, "ts": "2026-03-07T21:11:37+00:00", "symbol": "EWY", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU $SNDK $EWY Boom after Boom", "tweet_type": "news_reaction", "timeline": "quarters", "summary": "Bullish memory stocks (MU, SNDK, EWY) on structural NAND/eSSD supply bottleneck driven by AI inference demand; contract prices seen rising up to 60%.", "resolved_tickers": ["EWY"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "quote", "lang": "en", "tweet_text": "$MU $SNDK $EWY Boom after Boom.\n\nIndependent research firm Growth Research said the dominance of the memory market is rapidly shifting from DRAM to NAND flash, and in particular, demand for a \"context warehouse\" for AI inference is expected to drive up contract prices by up to 60% in the first quarter of this year.\n\nAs the center of gravity of AI shifts from learning to inference, eSSD (enterprise SSD) is emerging as a new key variable in AI infrastructure, going beyond simply storing data.\n\nHan Yong-hee, a researcher at Growth Research, said, \"The memory market has moved beyond the existing IT device demand formula and entered a period of structural imbalance centered on data centers.\" He added, \"If DRAM is a temporary workbench for calculations, NAND is a warehouse that accumulates results. However, as the size of the warehouse required by the current AI infrastructure rapidly increases, a bottleneck is occurring in which supply cannot keep up with demand.\"\n\nHe continued, \"With the proliferation of AI agents, the amount of tokens consumed per inference increases by up to 1,000 times compared to general chatbots, revealing the limits of KV cache (context-maintaining memory) capacity.\" He explained, \"As 'offloading', which moves data to SSD or CPU memory to reduce the load on the limited HBM, becomes a necessity rather than an option, the war to secure eSSDs among CSPs (cloud service providers) that operate large-scale inference services will intensify.\"", "reply_text": null, "parent_text": null, "quoted_text": "$MU $EWY Memory Bottleneck Is Getting Wild 🤯\n\n\"SK Hynix only has four weeks' worth of DRAM and NAND inventory. Prices will rise further.\"\n\n“The industry-wide cleanroom space shortage is exacerbating supply constraints and creating an environment favorable for price increases\" https://t.co/Ld7YCiqxX1", "parent_author": null, "ret_m1d": -0.053476705245757206, "ret_signed_m1d": -0.053476705245757206, "alpha_spy_m1d": -0.04479281427421933, "alpha_c_m1d": -0.04479281427421933, "bench_spy_m1d": -0.008683890971537878, "bench_c_m1d": -0.008683890971537878, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.02681302826391818, "ret_signed_p1d": -0.02681302826391818, "alpha_spy_p1d": -0.025206012687428503, "alpha_c_p1d": -0.025206012687428503, "bench_spy_p1d": -0.0016070155764896787, "bench_c_p1d": -0.0016070155764896787, "ret_p1w": -0.005900315854313831, "ret_signed_p1w": -0.005900315854313831, "alpha_spy_p1w": 0.007722497398154893, "alpha_c_p1w": 0.007722497398154893, "bench_spy_p1w": -0.013622813252468724, "bench_c_p1w": -0.013622813252468724, "ret_p1m": -0.05004105593236852, "ret_signed_p1m": -0.05004105593236852, "alpha_spy_p1m": -0.024609156926476472, "alpha_c_p1m": -0.024609156926476472, "bench_spy_p1m": -0.025431899005892045, "bench_c_p1m": -0.025431899005892045, "ret_p3m": 0.523414759507967, "ret_signed_p3m": 0.523414759507967, "alpha_spy_p3m": 0.4041588970990413, "alpha_c_p3m": 0.4041588970990413, "bench_spy_p3m": 0.11925586240892572, "bench_c_p3m": 0.11925586240892572, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": 0.523414759507967, "alpha_spy_stated": 0.4041588970990413, "alpha_c_stated": 0.4041588970990413, "price_path": [-0.2933, -0.3063, -0.3231, -0.3226, -0.3314, -0.3384, -0.3273, -0.3178, -0.3147, -0.3076, -0.2934, -0.2934, -0.2842, -0.2627, -0.2634, -0.2739, -0.2739, -0.2365, -0.217, -0.1963, -0.2006, -0.2039, -0.1867, -0.1864, -0.1968, -0.1811, -0.1706, -0.1618, -0.1618, -0.1712, -0.1362, -0.1337, -0.1189, -0.1238, -0.0836, -0.0622, -0.0701, -0.0857, -0.0968, -0.0715, -0.1018, -0.1022, -0.0686, -0.0586, -0.0705, -0.0246, -0.0231, 0.0006, 0.0006, -0.024, -0.0072, 0.0099, 0.0597, 0.0404, 0.0796, 0.112, 0.1234, 0.1306, 0.1019, -0.0116, 0.0036, -0.0609, -0.0535, 0.0, -0.0268, -0.0078, -0.0776, -0.0727, -0.0059, 0.004, -0.015, 0.0069, -0.0606, -0.0006, -0.0384, -0.0459, -0.1038, -0.0964, -0.1304, -0.0813, -0.0573, -0.0823, -0.0823, -0.0594, -0.05, 0.0462, 0.0403, 0.0361, 0.0548, 0.0955, 0.0824, 0.1014, 0.1377, 0.121, 0.0963, 0.1636, 0.1247, 0.1545, 0.1706, 0.153, 0.1499, 0.2007, 0.2099, 0.2218, 0.2956, 0.3592, 0.3201, 0.4206, 0.4404, 0.3332, 0.4088, 0.423, 0.3359, 0.3153, 0.2997, 0.3452, 0.3923, 0.3595, 0.3595, 0.4986, 0.481, 0.5416, 0.5373, 0.6185, 0.6023, 0.5906, 0.5234, 0.3085, 0.3865, 0.3746, 0.3328, 0.4858, 0.4747, 0.5793, 0.5379, 0.5317, 0.6372, 0.6372, 0.6358, 0.4355, 0.4355, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2023443111977087065", "ticker_idx": 0, "ts": "2026-02-16T17:03:26+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU Bargain of the Century", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish MU: low PE/PS ratios, 50% HBM sequential growth, DRAM/NAND price surge, DDR4 scramble signals strong demand.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU \"DDR4 Prices Are Ironically Rising Even Faster Than DDR5, Hinting That Buyers Are Scrambling for Any DRAM They Can Get Their Hands On\" -WCCFTech\n\nDDR4 16Gb avg. spot price increased another 0.8% last Friday to $78.40, which is over two times the DDR5 avg. spot price\n\nWild 🤯 https://t.co/vmLnyszRdH", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": 0.029716392161894145, "ret_signed_m1d": 0.029716392161894145, "alpha_spy_m1d": 0.031327276047151575, "alpha_c_m1d": 0.029201088365555794, "bench_spy_m1d": -0.0016108838852574303, "bench_c_m1d": 0.0005153037963383511, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05295418149160458, "ret_signed_p1d": 0.05295418149160458, "alpha_spy_p1d": 0.047916473941027826, "alpha_c_p1d": 0.04058644105194653, "bench_spy_p1d": 0.005037707550576753, "bench_c_p1d": 0.012367740439658048, "ret_p1w": 0.045600095918206796, "ret_signed_p1w": 0.045600095918206796, "alpha_spy_p1w": 0.039010091880888, "alpha_c_p1w": 0.017011856077951748, "bench_spy_p1w": 0.006590004037318797, "bench_c_p1w": 0.028588239840255047, "ret_p1m": 0.1549602924588891, "ret_signed_p1m": 0.1549602924588891, "alpha_spy_p1m": 0.18632881231745624, "alpha_c_p1m": 0.1889226394104414, "bench_spy_p1m": -0.031368519858567145, "bench_c_p1m": -0.033962346951552314, "ret_p3m": 0.8134083878028087, "ret_signed_p3m": 0.8134083878028087, "alpha_spy_p3m": 0.7279742124972712, "alpha_c_p3m": 0.4481903231583555, "bench_spy_p3m": 0.08543417530553743, "bench_c_p3m": 0.36521806464445317, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.1549602924588891, "alpha_spy_stated": 0.18632881231745624, "alpha_c_stated": 0.1889226394104414, "price_path": [-0.4965, -0.4815, -0.4401, -0.4386, -0.4243, -0.4243, -0.4087, -0.3988, -0.4012, -0.4145, -0.4333, -0.4069, -0.3826, -0.3689, -0.3406, -0.3538, -0.3971, -0.4062, -0.4186, -0.4361, -0.3785, -0.3351, -0.3084, -0.3092, -0.2832, -0.2832, -0.2879, -0.2637, -0.268, -0.2861, -0.2861, -0.211, -0.2192, -0.141, -0.1507, -0.182, -0.1368, -0.1348, -0.1542, -0.1662, -0.158, -0.0926, -0.0926, -0.087, -0.0267, -0.0055, -0.0003, -0.0267, 0.0262, 0.0888, 0.0901, 0.0378, 0.0951, 0.0492, -0.051, -0.0422, -0.0127, -0.0407, -0.0664, 0.0264, 0.0355, 0.0297, 0.0297, 0.0, 0.053, 0.0439, 0.071, 0.053, 0.0456, 0.0731, 0.0395, 0.0315, 0.0322, -0.0503, 0.0025, -0.0068, -0.0737, -0.0262, 0.0083, 0.0473, 0.0139, 0.0659, 0.1051, 0.1549, 0.155, 0.1113, 0.0578, 0.0114, -0.0106, -0.0442, -0.1109, -0.1065, -0.1947, -0.1546, -0.0795, -0.0835, -0.0835, -0.0547, -0.0551, 0.0178, 0.0548, 0.0525, 0.0674, 0.1653, 0.1417, 0.1442, 0.1388, 0.1221, 0.1245, 0.2199, 0.2055, 0.243, 0.3127, 0.2619, 0.2974, 0.2942, 0.3568, 0.4425, 0.6021, 0.6681, 0.6181, 0.8688, 0.9903, 0.9183, 1.011, 0.9419, 0.8134, 0.7055, 0.7485, 0.8318, 0.9071, 0.8793, 0.8793, 1.2419, 1.3233, 1.311, 1.4299, 1.5913, 1.6628, 1.7015, 1.4924, 1.1621, 1.3755, 1.342, 1.2319, 1.4921, 1.4564, 1.7226, 1.5544, 1.6105, 1.8377, 1.8377, 2.0314, 1.632, 1.632, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2021817519586296118", "ticker_idx": 0, "ts": "2026-02-12T05:23:54+00:00", "symbol": "TSM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "These aren't quiet whispers. They speak volumes.", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Endorses $2T market cap thesis for TSMC on record January revenue (+36.8% YoY) and surpassing Intel in headcount.", "resolved_tickers": ["TSM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$TSM reported January revenue of $12.71 billion, an all-time high, up 36.8% YoY.\n\nFor the first time in history, TSMC is on track to surpass Intel in total employee count.\n\nThese aren’t quiet whispers. They speak volumes.", "reply_text": null, "parent_text": null, "quoted_text": "$TSM has become the de facto semiconductor index. It's now the proxy for the entire semiconductor industry.\n\n$2 Trillion Market Cap: Inevitable", "parent_author": null, "ret_m1d": 0.016272626112852295, "ret_signed_m1d": 0.016272626112852295, "alpha_spy_m1d": 0.0005813541560235613, "alpha_c_m1d": -0.005076303340898702, "bench_spy_m1d": 0.015691271956828734, "bench_c_m1d": 0.021348929453750998, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.004727036634533888, "ret_signed_p1d": -0.004727036634533888, "alpha_spy_p1d": -0.005431535737652982, "alpha_c_p1d": -0.008691518984670688, "bench_spy_p1d": 0.0007044991031190939, "bench_c_p1d": 0.0039644823501368, "ret_p1w": -0.02094541232694558, "ret_signed_p1w": -0.02094541232694558, "alpha_spy_p1w": -0.025657144119399455, "alpha_c_p1w": -0.031016641804172296, "bench_spy_p1w": 0.004711731792453877, "bench_c_p1w": 0.010071229477226717, "ret_p1m": -0.08092921053471502, "ret_signed_p1m": -0.08092921053471502, "alpha_spy_p1m": -0.0530694323357469, "alpha_c_p1m": -0.03468558329900606, "bench_spy_p1m": -0.02785977819896812, "bench_c_p1m": -0.04624362723570896, "ret_p3m": 0.08231305459283966, "ret_signed_p3m": 0.08231305459283966, "alpha_spy_p3m": -0.004181187824743304, "alpha_c_p3m": -0.2997017203310899, "bench_spy_p3m": 0.08649424241758297, "bench_c_p3m": 0.38201477492392955, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.08092921053471502, "alpha_spy_stated": -0.0530694323357469, "alpha_c_stated": -0.03468558329900606, "price_path": [-0.2359, -0.247, -0.235, -0.2482, -0.2548, -0.2288, -0.2287, -0.2144, -0.2144, -0.2102, -0.2206, -0.2086, -0.1995, -0.2064, -0.2015, -0.1821, -0.178, -0.1597, -0.1718, -0.2066, -0.2183, -0.2207, -0.2476, -0.2266, -0.215, -0.2033, -0.1933, -0.1883, -0.1883, -0.1773, -0.1825, -0.1861, -0.1744, -0.1744, -0.1317, -0.1246, -0.1105, -0.1343, -0.1361, -0.1208, -0.0987, -0.1002, -0.1114, -0.0719, -0.0698, -0.0698, -0.1112, -0.114, -0.1106, -0.0903, -0.0961, -0.0808, -0.0701, -0.0776, -0.102, -0.0726, -0.0879, -0.1151, -0.1015, -0.0523, -0.0345, -0.0168, 0.0163, 0.0, -0.0047, -0.0047, -0.0106, -0.0159, -0.0209, 0.0066, 0.0053, 0.0479, 0.0533, 0.0237, 0.0176, 0.0027, -0.0407, -0.029, -0.0387, -0.0794, -0.0527, -0.0571, -0.0368, -0.0853, -0.0809, -0.0757, -0.0574, -0.0749, -0.077, -0.103, -0.078, -0.0649, -0.0526, -0.1116, -0.1099, -0.1378, -0.0793, -0.0697, -0.0764, -0.0764, -0.0689, -0.0592, -0.0032, -0.0043, 0.0096, 0.0068, 0.0349, 0.0219, -0.0101, 0.0094, -0.0022, 0.0028, 0.0555, 0.0425, 0.0964, 0.1033, 0.0689, 0.0729, 0.079, 0.0834, 0.0941, 0.0745, 0.1428, 0.1283, 0.1215, 0.1021, 0.0823, 0.0892, 0.138, 0.1016, 0.0787, 0.0696, 0.0941, 0.1092, 0.102, 0.102, 0.1233, 0.1516, 0.1574, 0.14, 0.1868, 0.2169, 0.1897, 0.2121, 0.1311, 0.1627, 0.1658, 0.1136, 0.1498, 0.1576, 0.2053, 0.1628, 0.1801, 0.2619, 0.2619, 0.2771, 0.1916, 0.1916, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2015307110175907991", "ticker_idx": 0, "ts": "2026-01-25T06:13:52+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Bullish 🔥", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish MU on SOCAMM2 LPDDR5X leadership, 5-year NVIDIA partnership, and 192GB module sampling for Rubin AI platforms.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU Thanks for 5-year partnership with NVIDIA, Micron extends its leadership in Low-Power DRAM for AI Servers (SOCAMM2) which is emerging as one of the most critical memory innovations for scaling next-generation AI infrastructure efficiently.\n\nSOCAMM2 addresses the core energy bottleneck head-on. In the era of energy-constrained data centers, SOCAMM2's importance lies in its superior power efficiency. It achieves over 20% better power savings than Micron's previous LPDDR5X generation and more than two-thirds reduction compared to equivalent RDIMMs, despite being one-third the size. \n\nData centers face severe power limitations, AI clusters can consume massive energy, with racks potentially exceeding 50 terabytes of CPU-attached memory, making low-power solutions essential to maximize compute density without overwhelming electrical infrastructure or cooling systems. The module's design also supports liquid cooling and easier serviceability, reducing total cost of ownership by allowing quick replacements for degraded memory, which is common in high-utilization AI environments. \n\nMicron has pioneered this by delivering the industry's highest-capacity variant, a 192GB SOCAMM2 module using its advanced 1-gamma DRAM process, which provides 50% more capacity in the same compact 14x90mm footprint compared to prior low-power DRAM designs.\n\nIt is already being sampled to customers, including for Nvidia's next-generation AI platforms like the Rubin architecture.\n\nBullish 🔥", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": 0.02714026854416307, "ret_signed_m1d": 0.02714026854416307, "alpha_spy_m1d": 0.03219284216618923, "alpha_c_m1d": 0.023955902187538847, "bench_spy_m1d": -0.0050525736220261575, "bench_c_m1d": 0.003184366356624224, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05435759085969649, "ret_signed_p1d": 0.05435759085969649, "alpha_spy_p1d": 0.05037342548122559, "alpha_c_p1d": 0.03322025441476706, "bench_spy_p1d": 0.003984165378470905, "bench_c_p1d": 0.021137336444929433, "ret_p1w": 0.12518954482328515, "ret_signed_p1w": 0.12518954482328515, "alpha_spy_p1w": 0.12132088303871202, "alpha_c_p1w": 0.10224687963987589, "bench_spy_p1w": 0.003868661784573124, "bench_c_p1w": 0.02294266518340926, "ret_p1m": 0.07432730762902162, "ret_signed_p1m": 0.07432730762902162, "alpha_spy_p1m": 0.08209377282576924, "alpha_c_p1m": 0.02332686641656423, "bench_spy_p1m": -0.007766465196747618, "bench_c_p1m": 0.05100044121245739, "ret_p3m": 0.2385884502360145, "ret_signed_p3m": 0.2385884502360145, "alpha_spy_p3m": 0.21310263538827545, "alpha_c_p3m": 0.030399299103990085, "bench_spy_p3m": 0.02548581484773904, "bench_c_p3m": 0.2081891511320244, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.07432730762902162, "alpha_spy_stated": 0.08209377282576924, "alpha_c_stated": 0.02332686641656423, "price_path": [-0.4178, -0.4245, -0.4251, -0.397, -0.4399, -0.3898, -0.3877, -0.3888, -0.3493, -0.3806, -0.3708, -0.3913, -0.3659, -0.3784, -0.413, -0.4196, -0.4827, -0.4673, -0.4247, -0.4232, -0.4084, -0.4084, -0.3925, -0.3822, -0.3847, -0.3984, -0.4177, -0.3906, -0.3656, -0.3515, -0.3225, -0.336, -0.3805, -0.3898, -0.4027, -0.4206, -0.3615, -0.3168, -0.2894, -0.2902, -0.2635, -0.2635, -0.2684, -0.2434, -0.2479, -0.2665, -0.2665, -0.1893, -0.1977, -0.1174, -0.1273, -0.1595, -0.1131, -0.1111, -0.131, -0.1433, -0.1348, -0.0677, -0.0677, -0.0619, 0.0001, 0.0218, 0.0271, 0.0, 0.0544, 0.1187, 0.12, 0.0663, 0.1252, 0.078, -0.0249, -0.0159, 0.0144, -0.0144, -0.0407, 0.0546, 0.0639, 0.058, 0.058, 0.0275, 0.0819, 0.0726, 0.1004, 0.0819, 0.0743, 0.1026, 0.068, 0.0598, 0.0606, -0.0242, 0.03, 0.0205, -0.0483, 0.0006, 0.036, 0.0761, 0.0418, 0.0952, 0.1355, 0.1866, 0.1867, 0.1418, 0.0869, 0.0392, 0.0166, -0.018, -0.0864, -0.0819, -0.1726, -0.1314, -0.0542, -0.0583, -0.0583, -0.0287, -0.0292, 0.0458, 0.0838, 0.0814, 0.0968, 0.1973, 0.173, 0.1756, 0.1701, 0.153, 0.1554, 0.2534, 0.2386, 0.2772, 0.3487, 0.2966, 0.3331, 0.3297, 0.3941, 0.4822, 0.6461, 0.7139, 0.6626, 0.9202, 1.0449, 0.971, 1.0663, 0.9953, 0.8632, 0.7524, 0.7966, 0.8821, 0.9595, 0.931, 0.931, 1.3035, 1.3871, 1.3745, 1.4966, 1.6625, 1.736, 1.7758, 1.5609, 1.2215, 1.4408, 1.4063, 1.2932, 1.5606, 1.5239, 1.7974, 1.6246, 1.6822, 1.9157, 1.9157, 2.1147, 1.7043, 1.7043, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2025304720852877516", "ticker_idx": 0, "ts": "2026-02-21T20:20:48+00:00", "symbol": "TSM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "One day $TSM will surpass $NVDA in MC", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish TSM; expects it to eventually surpass NVDA in market cap.", "resolved_tickers": ["TSM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@cycleresearc One day $TSM will surpass $NVDA in MC.", "reply_text": null, "parent_text": "@TradexWhisperer Jensen called it correctly, $TSM is the greatest company on the planet. The Taiwan risk is the one variable that keeps institutional investors up at night.", "quoted_text": null, "parent_author": "cycleresearc", "ret_m1d": 0.0013513055339033908, "ret_signed_m1d": 0.0013513055339033908, "alpha_spy_m1d": -0.00896540824558234, "alpha_c_m1d": -0.0038560037837145344, "bench_spy_m1d": 0.010316713779485731, "bench_c_m1d": 0.005207309317617925, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.04245491786597344, "ret_signed_p1d": 0.04245491786597344, "alpha_spy_p1d": 0.03518644259577508, "alpha_c_p1d": 0.027244690426939888, "bench_spy_p1d": 0.00726847527019836, "bench_c_p1d": 0.015210227439033552, "ret_p1w": -0.00251327410446478, "ret_signed_p1w": -0.00251327410446478, "alpha_spy_p1w": -0.008360317092810265, "alpha_c_p1w": 0.013205554992664958, "bench_spy_p1w": 0.0058470429883454855, "bench_c_p1w": -0.01571882909712974, "ret_p1m": -0.06978376873236003, "ret_signed_p1m": -0.06978376873236003, "alpha_spy_p1m": -0.02959242927251693, "alpha_c_p1m": -0.02548516301491166, "bench_spy_p1m": -0.0401913394598431, "bench_c_p1m": -0.04429860571744837, "ret_p3m": 0.10338685197372599, "ret_signed_p3m": 0.10338685197372599, "alpha_spy_p3m": 0.012004617881057555, "alpha_c_p3m": -0.27202488549705217, "bench_spy_p3m": 0.09138223409266844, "bench_c_p3m": 0.37541173747077816, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.06978376873236003, "alpha_spy_stated": -0.02959242927251693, "alpha_c_stated": -0.02548516301491166, "price_path": [-0.2185, -0.2185, -0.2143, -0.2247, -0.2128, -0.2037, -0.2105, -0.2057, -0.1864, -0.1823, -0.1641, -0.1762, -0.2108, -0.2224, -0.2248, -0.2515, -0.2307, -0.2191, -0.2074, -0.1975, -0.1925, -0.1925, -0.1816, -0.1868, -0.1904, -0.1788, -0.1788, -0.1363, -0.1291, -0.1151, -0.1388, -0.1406, -0.1254, -0.1034, -0.1049, -0.116, -0.0767, -0.0747, -0.0747, -0.1159, -0.1187, -0.1153, -0.095, -0.1009, -0.0857, -0.075, -0.0824, -0.1067, -0.0775, -0.0927, -0.1197, -0.1062, -0.0573, -0.0395, -0.022, 0.0109, -0.0052, -0.0099, -0.0099, -0.0158, -0.021, -0.0261, 0.0014, 0.0, 0.0425, 0.0478, 0.0183, 0.0123, -0.0025, -0.0457, -0.0341, -0.0437, -0.0842, -0.0577, -0.062, -0.0418, -0.0901, -0.0857, -0.0806, -0.0624, -0.0798, -0.0819, -0.1078, -0.0828, -0.0698, -0.0576, -0.1162, -0.1145, -0.1423, -0.0841, -0.0746, -0.0812, -0.0812, -0.0738, -0.0642, -0.0084, -0.0095, 0.0043, 0.0015, 0.0295, 0.0165, -0.0153, 0.0041, -0.0075, -0.0025, 0.05, 0.037, 0.0907, 0.0975, 0.0633, 0.0673, 0.0733, 0.0777, 0.0884, 0.0689, 0.1369, 0.1224, 0.1157, 0.0963, 0.0766, 0.0835, 0.132, 0.0958, 0.073, 0.064, 0.0884, 0.1034, 0.0963, 0.0963, 0.1174, 0.1456, 0.1514, 0.134, 0.1806, 0.2105, 0.1834, 0.2057, 0.1251, 0.1566, 0.1597, 0.1077, 0.1438, 0.1516, 0.199, 0.1567, 0.1739, 0.2553, 0.2553, 0.2704, 0.1854, 0.1854, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:1993789258436628565", "ticker_idx": 0, "ts": "2025-11-26T21:09:36+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Micron was always the third or 4th in the memory market, overall and roughly speaking but HBM3e/4 story is diverging from the history. They are 2nd now to me that's bullish as hell", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish MU: HBM3e/4 has moved Micron to 2nd place in memory, a structural divergence from its historical ranking that is bullish.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@dolores_capital Yeah that's well known public information. They've been ahead since ages. It's already priced in. Micron was always the third or 4th in the memory market, overall and roughly speaking but HBM3e/4 story is diverging from the history. They are 2nd now to me that's bullish as hell.", "reply_text": null, "parent_text": "@TradexWhisperer but sk is ahead technically", "quoted_text": null, "parent_author": "dolores_capital", "ret_m1d": -0.026302423560991106, "ret_signed_m1d": -0.026302423560991106, "alpha_spy_m1d": -0.020873622087447696, "alpha_c_m1d": -0.01332972283806666, "bench_spy_m1d": -0.00542880147354341, "bench_c_m1d": -0.012972700722924446, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.01683027569117823, "ret_signed_p1d": 0.01683027569117823, "alpha_spy_p1d": 0.02139574599234273, "alpha_c_p1d": 0.014900003588246058, "bench_spy_p1d": -0.004565470301164498, "bench_c_p1d": 0.0019302721029321734, "ret_p1w": 0.003129312790434824, "ret_signed_p1w": 0.003129312790434824, "alpha_spy_p1w": -0.00023621092974002167, "alpha_c_p1w": -0.031331948986892844, "bench_spy_p1w": 0.0033655237201748456, "bench_c_p1w": 0.03446126177732767, "ret_p1m": 0.24530168795485796, "ret_signed_p1m": 0.24530168795485796, "alpha_spy_p1m": 0.2358012628630879, "alpha_c_p1m": 0.20821966012376314, "bench_spy_p1m": 0.00950042509177007, "bench_c_p1m": 0.03708202783109482, "ret_p3m": 0.8148398447058025, "ret_signed_p3m": 0.8148398447058025, "alpha_spy_p3m": 0.7975609741486553, "alpha_c_p3m": 0.601356164555531, "bench_spy_p3m": 0.017278870557147163, "bench_c_p3m": 0.21348368015027153, "ret_p6m": 2.178361981891212, "ret_signed_p6m": 2.178361981891212, "alpha_spy_p6m": 2.0810593267268627, "alpha_c_p6m": 1.5373001332374754, "bench_spy_p6m": 0.09730265516434944, "bench_c_p6m": 0.6410618486537367, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.24530168795485796, "alpha_spy_stated": 0.2358012628630879, "alpha_c_stated": 0.20821966012376314, "price_path": [-0.4993, -0.4983, -0.4751, -0.4448, -0.4444, -0.4285, -0.4084, -0.3637, -0.3355, -0.3333, -0.3288, -0.3239, -0.2863, -0.3123, -0.3043, -0.2967, -0.3166, -0.3372, -0.3354, -0.3074, -0.2929, -0.2302, -0.2235, -0.2057, -0.1925, -0.2148, -0.1689, -0.1867, -0.2321, -0.1848, -0.209, -0.1883, -0.1436, -0.1442, -0.1256, -0.1446, -0.1607, -0.1259, -0.0738, -0.0693, -0.0616, -0.0417, -0.0527, -0.0537, -0.0075, -0.078, 0.0043, 0.0078, 0.0061, 0.0711, 0.0196, 0.0356, 0.002, 0.0438, 0.0231, -0.0337, -0.0447, -0.1485, -0.1231, -0.0531, -0.0505, -0.0263, -0.0263, 0.0, 0.0168, 0.0127, -0.0098, -0.0416, 0.0031, 0.0441, 0.0674, 0.1151, 0.0929, 0.0197, 0.0043, -0.0168, -0.0463, 0.051, 0.1245, 0.1696, 0.1683, 0.2123, 0.2123, 0.2043, 0.2453, 0.2379, 0.2074, 0.2074, 0.3344, 0.3205, 0.4528, 0.4364, 0.3834, 0.4599, 0.4632, 0.4304, 0.4102, 0.4241, 0.5346, 0.5346, 0.5441, 0.6461, 0.6819, 0.6907, 0.646, 0.7355, 0.8414, 0.8436, 0.7551, 0.8521, 0.7744, 0.605, 0.6198, 0.6697, 0.6224, 0.579, 0.7359, 0.7513, 0.7415, 0.7415, 0.6912, 0.7808, 0.7656, 0.8113, 0.7809, 0.7683, 0.8148, 0.758, 0.7445, 0.7458, 0.6062, 0.6954, 0.6797, 0.5665, 0.647, 0.7053, 0.7712, 0.7148, 0.8027, 0.869, 0.9531, 0.9533, 0.8794, 0.789, 0.7106, 0.6732, 0.6164, 0.5037, 0.5112, 0.3619, 0.4298, 0.5568, 0.55, 0.55, 0.5987, 0.598, 0.7214, 0.7839, 0.78, 0.8053, 0.9708, 0.9308, 0.9351, 0.9259, 0.8978, 0.9019, 1.0631, 1.0387, 1.1022, 1.22, 1.1342, 1.1942, 1.1887, 1.2947, 1.4396, 1.7094, 1.8211, 1.7367, 2.1606, 2.366, 2.2443, 2.4011, 2.2842, 2.0669, 1.8844, 1.9572, 2.0979, 2.2253, 2.1784, 2.1784]}
{"unit_id": "reply:2030376995000115580", "ticker_idx": 0, "ts": "2026-03-07T20:16:12+00:00", "symbol": "SNDK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I do have some position in SNDK", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds a position in SNDK; bullish on NAND shortage thesis.", "resolved_tickers": ["SNDK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@jpgola @wccftech NAND is in huge shortage too but I am not sure how much of it's priced in. Micron suddenly shifted a bit of focus to Singapore fabs which was supporting this thesis. Next earnings will be wild. I do have some position in SNDK.", "reply_text": null, "parent_text": "@wccftech @TradexWhisperer thoughts ?", "quoted_text": null, "parent_author": "jpgola", "ret_m1d": -0.10429223144032729, "ret_signed_m1d": -0.10429223144032729, "alpha_spy_m1d": -0.09560834046878941, "alpha_c_m1d": -0.08661900634187636, "bench_spy_m1d": -0.008683890971537878, "bench_c_m1d": -0.01767322509845093, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05122897623741518, "ret_signed_p1d": 0.05122897623741518, "alpha_spy_p1d": 0.05283599181390486, "alpha_c_p1d": 0.05122897623741518, "bench_spy_p1d": -0.0016070155764896787, "bench_c_p1d": 0.0, "ret_p1w": 0.19516591345081236, "ret_signed_p1w": 0.19516591345081236, "alpha_spy_p1w": 0.20878872670328108, "alpha_c_p1w": 0.20217792018121805, "bench_spy_p1w": -0.013622813252468724, "bench_c_p1w": -0.0070120067304056954, "ret_p1m": 0.20734464249132678, "ret_signed_p1m": 0.20734464249132678, "alpha_spy_p1m": 0.23277654149721883, "alpha_c_p1m": 0.2227935153322309, "bench_spy_p1m": -0.025431899005892045, "bench_c_p1m": -0.015448872840904126, "ret_p3m": 1.9889424899168047, "ret_signed_p3m": 1.9889424899168047, "alpha_spy_p3m": 1.869686627507879, "alpha_c_p3m": 1.6050688030058766, "bench_spy_p3m": 0.11925586240892572, "bench_c_p3m": 0.38387368691092805, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.20734464249132678, "alpha_spy_stated": 0.23277654149721883, "alpha_c_stated": 0.2227935153322309, "price_path": [-0.6045, -0.5896, -0.6498, -0.6571, -0.6445, -0.6487, -0.6272, -0.5964, -0.5906, -0.584, -0.5752, -0.5752, -0.5753, -0.5851, -0.592, -0.5968, -0.5968, -0.5325, -0.5345, -0.4061, -0.3995, -0.4318, -0.3589, -0.3388, -0.3379, -0.3413, -0.3049, -0.2974, -0.2974, -0.2303, -0.1485, -0.1449, -0.1952, -0.2003, -0.1823, -0.1038, -0.084, -0.0212, 0.13, 0.1814, -0.0071, -0.0213, 0.0157, -0.0091, -0.08, 0.018, 0.0706, 0.0643, 0.0643, 0.0032, 0.0198, 0.055, 0.104, 0.1321, 0.0846, 0.0741, 0.1073, 0.0792, 0.0516, -0.0396, 0.0175, -0.0393, -0.1043, 0.0, 0.0512, 0.1133, 0.0511, 0.1238, 0.1952, 0.2233, 0.2802, 0.3115, 0.2055, 0.1932, 0.1932, 0.1514, 0.0245, 0.046, -0.0276, 0.0792, 0.1767, 0.1917, 0.1917, 0.2308, 0.2073, 0.3264, 0.4465, 0.4468, 0.6179, 0.6042, 0.5147, 0.5618, 0.5644, 0.5508, 0.5346, 0.663, 0.5838, 0.6814, 0.8178, 0.7026, 0.8076, 0.8625, 1.0162, 1.1332, 1.3887, 1.395, 1.276, 1.6537, 1.6286, 1.4664, 1.4582, 1.3486, 1.3909, 1.2642, 1.3496, 1.3654, 1.6196, 1.5117, 1.5117, 1.7, 1.7006, 1.7884, 1.879, 1.9919, 1.9154, 2.1109, 1.9889, 1.6486, 1.7891, 1.7968, 1.7911, 2.1959, 2.3633, 2.5804, 2.3828, 2.3272, 2.711, 2.711, 2.8621, 2.3353, 2.3353, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2024853350500774197", "ticker_idx": 0, "ts": "2026-02-20T14:27:13+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Micron is transitioning from cyclical commodity memory (DRAM/NAND) to a premium, AI-centric platform with HBM, CXL, and SOCAMM... 20–25x+ forward P/E isn't just acceptable; it's inevitable.", "tweet_type": "analysis", "timeline": "years", "summary": "Bullish MU: HBM/CXL/SOCAMM portfolio flattens cycles, 2026 HBM sold out, $35B→$100B TAM by 2028, justifying 20-25x+ P/E expansion.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU AMA: The Best Two Questions (Related)\n\n\"How could Micron avoid the age old cycle of capacity expansion-over supply-ASP collapsing?\" @yizheng95 \n\n\"It seems natural that acceptable P/E ratios will expand. What are your thoughts on this?\" @melone3710 \n\nMy Refined Answer:\n\nMicron is transitioning from cyclical commodity memory (DRAM/NAND) to a premium, AI-centric platform with HBM, CXL, and SOCAMM, brand new products that never existed before. This gives far more wafer-allocation flexibility, flattening booms/busts and justifying PE expansion beyond historical foward single-digit valuations.\n\nAI are much more memory hungry than any other tech invention and right now it's mostly enterprise demand. The consumer demand hasn't even kicked in, YET and with rate cuts in the next few years, the consumer demand will also go up.\n\nWhy Now Different? More Robust Porfolio\n\nLegacy: DRAM + NAND → Consumer + Enterprise mix → Limited flexibility, sharp cycles.\n\nNew Reality: HBM (high-bandwidth for AI GPUs) + CXL (memory pooling/expansion) + SOCAMM (efficient AI-server modules) → Heavy enterprise/AI focus → Much higher margins and agility to shift production.\n\nBroader portfolio lets Micron redirect wafers from softening areas (e.g., consumer NAND) to Regular Enterprise NAND or HPC HBM AI without big ASP hits → More stable earnings.\n\nThesis: Cycle Flattening = Valuation Upgrade:\n\nMore memory for you but also for 8 billion people on earth:\n\nYour lifelong AI companions or agents will need to remember decades of inquiries so when you ask about a travel or a problem, they should be able to access your travel inquiry made 15 or 30 years ago in a similar location and formulate the best suggestion based on all the context available (memory). Now multiply that by 8 billion people on earth. AI Inference will not just demand more memory but it will demand a unprecedented transformation in the memory industry overall. \n\nWhat's up with HBM?\n\n-HBM TAM is exploding: ~$35B in 2025 → ~$100B by 2028 (40% CAGR, two years faster than prior forecasts).\n\n-Micron's entire 2026 HBM supply is sold out (including HBM4 in volume production early), with multi-year contracts locking in pricing/visibility.\n\n-HBM consumes 3-4x times more wafer per bit. \n\n-Memory is hardware and not software so we can't make more memory in just weeks. We have to build new fabs and that can take 5 to 10 years. So good luck waiting for 3-4x more fabs \"all of the sudden.\" \n\nLike every real AI enablers, 20–25x+ forward P/E isn’t just acceptable; it’s inevitable.", "reply_text": null, "parent_text": null, "quoted_text": "$MU I worked 21 years as an HBM, DRAM & NAND engineer.\n\nAMA is open. Ask me anything.\n\nI'll drop rare insights where I can. https://t.co/mNyHOKVofa", "parent_author": null, "ret_m1d": -0.02527034522659566, "ret_signed_m1d": -0.02527034522659566, "alpha_spy_m1d": -0.018090420074109104, "alpha_c_m1d": -0.013632664609599776, "bench_spy_m1d": -0.007179925152486555, "bench_c_m1d": -0.011637680616995882, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.016815713033507373, "ret_signed_p1d": -0.016815713033507373, "alpha_spy_p1d": -0.006604346994741106, "alpha_c_p1d": -0.011635379315925398, "bench_spy_p1d": -0.010211366038766267, "bench_c_p1d": -0.005180333717581975, "ret_p1w": -0.03690123123420119, "ret_signed_p1w": -0.03690123123420119, "alpha_spy_p1w": -0.031911515669526436, "alpha_c_p1w": -0.016035260852347966, "bench_spy_p1w": -0.004989715564674757, "bench_c_p1w": -0.020865970381853227, "ret_p1m": -0.05563210873519353, "ret_signed_p1m": -0.05563210873519353, "alpha_spy_p1m": -0.00883955226157962, "alpha_c_p1m": 0.0013999455677570216, "bench_spy_p1m": -0.04679255647361391, "bench_c_p1m": -0.05703205430295055, "ret_p3m": 0.7102961321007848, "ret_signed_p3m": 0.7102961321007848, "alpha_spy_p3m": 0.6321963678716092, "alpha_c_p3m": 0.3497680382152051, "bench_spy_p3m": 0.07809976422917564, "bench_c_p3m": 0.3605280938855797, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.4758, -0.4624, -0.4624, -0.4479, -0.4386, -0.4409, -0.4533, -0.4709, -0.4462, -0.4235, -0.4107, -0.3843, -0.3966, -0.437, -0.4455, -0.4572, -0.4735, -0.4197, -0.3792, -0.3543, -0.355, -0.3307, -0.3307, -0.3351, -0.3125, -0.3166, -0.3334, -0.3334, -0.2633, -0.271, -0.1979, -0.207, -0.2362, -0.194, -0.1922, -0.2103, -0.2215, -0.2138, -0.1528, -0.1528, -0.1475, -0.0912, -0.0714, -0.0666, -0.0913, -0.0419, 0.0166, 0.0178, -0.031, 0.0225, -0.0204, -0.1139, -0.1058, -0.0782, -0.1043, -0.1283, -0.0416, -0.0332, -0.0386, -0.0386, -0.0663, -0.0169, -0.0253, 0.0, -0.0168, -0.0237, 0.0019, -0.0295, -0.0369, -0.0362, -0.1132, -0.064, -0.0727, -0.1352, -0.0907, -0.0585, -0.0221, -0.0533, -0.0048, 0.0318, 0.0783, 0.0784, 0.0376, -0.0123, -0.0556, -0.0762, -0.1076, -0.1698, -0.1657, -0.2481, -0.2106, -0.1405, -0.1443, -0.1443, -0.1174, -0.1178, -0.0497, -0.0151, -0.0173, -0.0033, 0.088, 0.066, 0.0683, 0.0633, 0.0477, 0.05, 0.139, 0.1255, 0.1606, 0.2256, 0.1783, 0.2114, 0.2083, 0.2669, 0.3469, 0.4958, 0.5575, 0.5109, 0.7449, 0.8583, 0.7911, 0.8777, 0.8131, 0.6932, 0.5924, 0.6326, 0.7103, 0.7806, 0.7547, 0.7547, 1.0932, 1.1692, 1.1578, 1.2687, 1.4194, 1.4863, 1.5224, 1.3272, 1.0188, 1.218, 1.1867, 1.0839, 1.3269, 1.2935, 1.5421, 1.385, 1.4374, 1.6496, 1.6496, 1.8304, 1.4575, 1.4575, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2022697347000733951", "ticker_idx": 0, "ts": "2026-02-14T15:40:02+00:00", "symbol": "semiconductors", "kind": "sector", "geography": "US", "sub_sector": null, "direction": "long", "conviction": "high", "explicit": false, "explicit_audit": "kept_implicit", "polarity_reversed": false, "quote": "Chips is where you want to be in 2026", "tweet_type": "prediction", "timeline": "years", "summary": "Chips (incl. MU, TSM) are the place to be in 2026; rotation out of tech/software may weigh on Nasdaq.", "resolved_tickers": ["SMH"], "resolution_method": "etf", "resolution_reason": "US semiconductor sector proxied by SMH ETF", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "reply_other", "lang": "en", "tweet_text": "The scary trend is that people are dumbing 'tech/software' stocks in favor of chip stocks such as $MU and $TSM. That's going to confuse the market a bit. Some will see as a well warranted rotation, some will think this is bearish as nasdaq can negatively be affected but Chips is where you want to be in 2026.", "reply_text": null, "parent_text": "@TradexWhisperer With 21 years’ experience in memory tech, your insights are invaluable. Which trends excite you most?", "quoted_text": null, "parent_author": "NextGenCrypto37", "ret_m1d": 0.0005153037963383511, "ret_signed_m1d": 0.0005153037963383511, "alpha_spy_m1d": 0.0021261876815957814, "alpha_c_m1d": 0.0021261876815957814, "bench_spy_m1d": -0.0016108838852574303, "bench_c_m1d": -0.0016108838852574303, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.012367740439658048, "ret_signed_p1d": 0.012367740439658048, "alpha_spy_p1d": 0.007330032889081295, "alpha_c_p1d": 0.007330032889081295, "bench_spy_p1d": 0.005037707550576753, "bench_c_p1d": 0.005037707550576753, "ret_p1w": 0.028588239840255047, "ret_signed_p1w": 0.028588239840255047, "alpha_spy_p1w": 0.02199823580293625, "alpha_c_p1w": 0.02199823580293625, "bench_spy_p1w": 0.006590004037318797, "bench_c_p1w": 0.006590004037318797, "ret_p1m": -0.033962346951552314, "ret_signed_p1m": -0.033962346951552314, "alpha_spy_p1m": -0.002593827092985168, "alpha_c_p1m": -0.002593827092985168, "bench_spy_p1m": -0.031368519858567145, "bench_c_p1m": -0.031368519858567145, "ret_p3m": 0.36521806464445317, "ret_signed_p3m": 0.36521806464445317, "alpha_spy_p3m": 0.27978388933891574, "alpha_c_p3m": 0.27978388933891574, "bench_spy_p3m": 0.08543417530553743, "bench_c_p3m": 0.08543417530553743, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.2047, -0.2022, -0.1704, -0.1682, -0.1494, -0.1494, -0.1382, -0.1365, -0.1207, -0.1086, -0.1154, -0.1085, -0.0984, -0.0973, -0.0848, -0.0927, -0.1337, -0.1367, -0.139, -0.1701, -0.1505, -0.1285, -0.1173, -0.1088, -0.1064, -0.1064, -0.1022, -0.1063, -0.1085, -0.1163, -0.1163, -0.0839, -0.0734, -0.0488, -0.0552, -0.07, -0.0449, -0.0413, -0.0392, -0.047, -0.0272, -0.0175, -0.0175, -0.042, -0.0137, -0.0115, -0.0182, -0.0213, -0.0006, 0.0224, 0.0246, -0.0099, 0.0011, -0.0241, -0.0626, -0.0649, -0.0144, -0.0021, -0.0067, 0.0178, -0.0034, 0.0005, 0.0005, 0.0, 0.0124, 0.0066, 0.0185, 0.0132, 0.0286, 0.0458, 0.011, -0.0028, -0.0027, -0.0404, -0.0206, -0.0298, -0.0661, -0.0322, -0.025, -0.0159, -0.0476, -0.0495, -0.0333, -0.0261, -0.034, -0.0309, -0.0559, -0.0396, -0.0317, -0.0208, -0.0654, -0.0816, -0.1104, -0.0592, -0.0381, -0.0373, -0.0373, -0.0283, -0.0187, 0.0378, 0.0559, 0.0721, 0.0879, 0.1092, 0.1116, 0.116, 0.139, 0.1385, 0.1402, 0.1701, 0.1824, 0.2428, 0.2423, 0.2054, 0.2259, 0.2435, 0.2511, 0.2436, 0.2826, 0.3491, 0.3254, 0.3902, 0.4142, 0.3773, 0.4048, 0.4192, 0.3652, 0.3402, 0.3348, 0.3856, 0.3935, 0.4142, 0.4142, 0.4776, 0.4613, 0.4719, 0.4697, 0.4915, 0.5514, 0.5654, 0.5399, 0.398, 0.4678, 0.4503, 0.401, 0.4955, 0.5213, 0.5879, 0.5116, 0.5312, 0.6193, 0.6193, 0.6415, 0.5265, 0.5265, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2022697347000733951", "ticker_idx": 1, "ts": "2026-02-14T15:40:02+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "people are dumbing 'tech/software' stocks in favor of chip stocks such as $MU and $TSM", "tweet_type": "prediction", "timeline": "years", "summary": "Chips (incl. MU, TSM) are the place to be in 2026; rotation out of tech/software may weigh on Nasdaq.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "The scary trend is that people are dumbing 'tech/software' stocks in favor of chip stocks such as $MU and $TSM. That's going to confuse the market a bit. Some will see as a well warranted rotation, some will think this is bearish as nasdaq can negatively be affected but Chips is where you want to be in 2026.", "reply_text": null, "parent_text": "@TradexWhisperer With 21 years’ experience in memory tech, your insights are invaluable. Which trends excite you most?", "quoted_text": null, "parent_author": "NextGenCrypto37", "ret_m1d": 0.029716392161894145, "ret_signed_m1d": 0.029716392161894145, "alpha_spy_m1d": 0.031327276047151575, "alpha_c_m1d": 0.029201088365555794, "bench_spy_m1d": -0.0016108838852574303, "bench_c_m1d": 0.0005153037963383511, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05295418149160458, "ret_signed_p1d": 0.05295418149160458, "alpha_spy_p1d": 0.047916473941027826, "alpha_c_p1d": 0.04058644105194653, "bench_spy_p1d": 0.005037707550576753, "bench_c_p1d": 0.012367740439658048, "ret_p1w": 0.045600095918206796, "ret_signed_p1w": 0.045600095918206796, "alpha_spy_p1w": 0.039010091880888, "alpha_c_p1w": 0.017011856077951748, "bench_spy_p1w": 0.006590004037318797, "bench_c_p1w": 0.028588239840255047, "ret_p1m": 0.1549602924588891, "ret_signed_p1m": 0.1549602924588891, "alpha_spy_p1m": 0.18632881231745624, "alpha_c_p1m": 0.1889226394104414, "bench_spy_p1m": -0.031368519858567145, "bench_c_p1m": -0.033962346951552314, "ret_p3m": 0.8134083878028087, "ret_signed_p3m": 0.8134083878028087, "alpha_spy_p3m": 0.7279742124972712, "alpha_c_p3m": 0.4481903231583555, "bench_spy_p3m": 0.08543417530553743, "bench_c_p3m": 0.36521806464445317, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.4965, -0.4815, -0.4401, -0.4386, -0.4243, -0.4243, -0.4087, -0.3988, -0.4012, -0.4145, -0.4333, -0.4069, -0.3826, -0.3689, -0.3406, -0.3538, -0.3971, -0.4062, -0.4186, -0.4361, -0.3785, -0.3351, -0.3084, -0.3092, -0.2832, -0.2832, -0.2879, -0.2637, -0.268, -0.2861, -0.2861, -0.211, -0.2192, -0.141, -0.1507, -0.182, -0.1368, -0.1348, -0.1542, -0.1662, -0.158, -0.0926, -0.0926, -0.087, -0.0267, -0.0055, -0.0003, -0.0267, 0.0262, 0.0888, 0.0901, 0.0378, 0.0951, 0.0492, -0.051, -0.0422, -0.0127, -0.0407, -0.0664, 0.0264, 0.0355, 0.0297, 0.0297, 0.0, 0.053, 0.0439, 0.071, 0.053, 0.0456, 0.0731, 0.0395, 0.0315, 0.0322, -0.0503, 0.0025, -0.0068, -0.0737, -0.0262, 0.0083, 0.0473, 0.0139, 0.0659, 0.1051, 0.1549, 0.155, 0.1113, 0.0578, 0.0114, -0.0106, -0.0442, -0.1109, -0.1065, -0.1947, -0.1546, -0.0795, -0.0835, -0.0835, -0.0547, -0.0551, 0.0178, 0.0548, 0.0525, 0.0674, 0.1653, 0.1417, 0.1442, 0.1388, 0.1221, 0.1245, 0.2199, 0.2055, 0.243, 0.3127, 0.2619, 0.2974, 0.2942, 0.3568, 0.4425, 0.6021, 0.6681, 0.6181, 0.8688, 0.9903, 0.9183, 1.011, 0.9419, 0.8134, 0.7055, 0.7485, 0.8318, 0.9071, 0.8793, 0.8793, 1.2419, 1.3233, 1.311, 1.4299, 1.5913, 1.6628, 1.7015, 1.4924, 1.1621, 1.3755, 1.342, 1.2319, 1.4921, 1.4564, 1.7226, 1.5544, 1.6105, 1.8377, 1.8377, 2.0314, 1.632, 1.632, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2022697347000733951", "ticker_idx": 2, "ts": "2026-02-14T15:40:02+00:00", "symbol": "TSM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "people are dumbing 'tech/software' stocks in favor of chip stocks such as $MU and $TSM", "tweet_type": "prediction", "timeline": "years", "summary": "Chips (incl. MU, TSM) are the place to be in 2026; rotation out of tech/software may weigh on Nasdaq.", "resolved_tickers": ["TSM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "The scary trend is that people are dumbing 'tech/software' stocks in favor of chip stocks such as $MU and $TSM. That's going to confuse the market a bit. Some will see as a well warranted rotation, some will think this is bearish as nasdaq can negatively be affected but Chips is where you want to be in 2026.", "reply_text": null, "parent_text": "@TradexWhisperer With 21 years’ experience in memory tech, your insights are invaluable. Which trends excite you most?", "quoted_text": null, "parent_author": "NextGenCrypto37", "ret_m1d": 0.00593079895101134, "ret_signed_m1d": 0.00593079895101134, "alpha_spy_m1d": 0.0075416828362687705, "alpha_c_m1d": 0.005415495154672989, "bench_spy_m1d": -0.0016108838852574303, "bench_c_m1d": 0.0005153037963383511, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.005326727516279273, "ret_signed_p1d": -0.005326727516279273, "alpha_spy_p1d": -0.010364435066856026, "alpha_c_p1d": -0.01769446795593732, "bench_spy_p1d": 0.005037707550576753, "bench_c_p1d": 0.012367740439658048, "ret_p1w": 0.059170784774030816, "ret_signed_p1w": 0.059170784774030816, "alpha_spy_p1w": 0.05258078073671202, "alpha_c_p1w": 0.030582544933775768, "bench_spy_p1w": 0.006590004037318797, "bench_c_p1w": 0.028588239840255047, "ret_p1m": -0.06500042786989524, "ret_signed_p1m": -0.06500042786989524, "alpha_spy_p1m": -0.03363190801132809, "alpha_c_p1m": -0.031038080918342925, "bench_spy_p1m": -0.031368519858567145, "bench_c_p1m": -0.033962346951552314, "ret_p3m": 0.1133701088069774, "ret_signed_p3m": 0.1133701088069774, "alpha_spy_p3m": 0.02793593350143997, "alpha_c_p3m": -0.25184795583747577, "bench_spy_p3m": 0.08543417530553743, "bench_c_p3m": 0.36521806464445317, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.2401, -0.2468, -0.2206, -0.2204, -0.206, -0.206, -0.2017, -0.2122, -0.2002, -0.191, -0.1979, -0.193, -0.1734, -0.1692, -0.1507, -0.163, -0.1981, -0.2099, -0.2123, -0.2395, -0.2183, -0.2066, -0.1947, -0.1847, -0.1796, -0.1796, -0.1685, -0.1738, -0.1774, -0.1656, -0.1656, -0.1224, -0.1152, -0.101, -0.125, -0.1268, -0.1114, -0.089, -0.0906, -0.1018, -0.0619, -0.0599, -0.0599, -0.1017, -0.1046, -0.1011, -0.0805, -0.0865, -0.071, -0.0601, -0.0677, -0.0924, -0.0627, -0.0781, -0.1056, -0.0919, -0.0421, -0.0241, -0.0063, 0.0272, 0.0107, 0.0059, 0.0059, 0.0, -0.0053, -0.0105, 0.0174, 0.016, 0.0592, 0.0646, 0.0346, 0.0285, 0.0135, -0.0304, -0.0186, -0.0284, -0.0695, -0.0426, -0.047, -0.0265, -0.0755, -0.0711, -0.0658, -0.0474, -0.065, -0.0671, -0.0934, -0.0681, -0.0549, -0.0425, -0.1021, -0.1003, -0.1285, -0.0695, -0.0597, -0.0665, -0.0665, -0.059, -0.0492, 0.0075, 0.0064, 0.0204, 0.0176, 0.046, 0.0328, 0.0005, 0.0202, 0.0084, 0.0135, 0.0668, 0.0536, 0.1082, 0.1151, 0.0803, 0.0844, 0.0905, 0.095, 0.1058, 0.086, 0.1551, 0.1404, 0.1336, 0.1139, 0.0939, 0.1008, 0.1502, 0.1134, 0.0902, 0.081, 0.1059, 0.1211, 0.1138, 0.1138, 0.1353, 0.164, 0.1698, 0.1522, 0.1995, 0.23, 0.2024, 0.2251, 0.1432, 0.1752, 0.1783, 0.1255, 0.1621, 0.17, 0.2182, 0.1753, 0.1927, 0.2754, 0.2754, 0.2907, 0.2044, 0.2044, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2015966204821962804", "ticker_idx": 0, "ts": "2026-01-27T01:52:52+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Potentially good news for Micron as they are investing over $200B in American Mega Fabs, Idaho and New York. Memory Made in America. No Tariff.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish MU: domestic mega-fab investment shields it from tariffs on memory.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "$MU Potentially good news for Micron as they are investing over $200B in American Mega Fabs, Idaho and New York.\n\nMemory Made in America. No Tariff. https://t.co/G27oJC4jzC", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.05155517571166213, "ret_signed_m1d": -0.05155517571166213, "alpha_spy_m1d": -0.047586820914981676, "alpha_c_m1d": -0.03085537785830117, "bench_spy_m1d": -0.003968354796680451, "bench_c_m1d": -0.020699797853360957, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.06103750519364337, "ret_signed_p1d": 0.06103750519364337, "alpha_spy_p1d": 0.06113816977396824, "alpha_c_p1d": 0.03800495790619718, "bench_spy_p1d": -0.0001006645803248718, "bench_c_p1d": 0.023032547287446192, "ret_p1w": 0.02242597155829551, "ret_signed_p1w": 0.02242597155829551, "alpha_spy_p1w": 0.030995429942269892, "alpha_c_p1w": 0.04592506873255886, "bench_spy_p1w": -0.008569458383974382, "bench_c_p1w": -0.02349909717426335, "ret_p1m": 0.04572936464931909, "ret_signed_p1m": 0.04572936464931909, "alpha_spy_p1m": 0.04909382018892361, "alpha_c_p1m": -0.0007040390636565697, "bench_spy_p1m": -0.003364455539604516, "bench_c_p1m": 0.04643340371297566, "ret_p3m": 0.2113121292028881, "ret_signed_p3m": 0.2113121292028881, "alpha_spy_p3m": 0.18198053495825528, "alpha_c_p3m": -0.032248343335862684, "bench_spy_p3m": 0.02933159424463283, "bench_c_p3m": 0.2435604725387508, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.04572936464931909, "alpha_spy_stated": 0.04909382018892361, "alpha_c_stated": -0.0007040390636565697, "price_path": [-0.4542, -0.4548, -0.4281, -0.4687, -0.4213, -0.4193, -0.4203, -0.3828, -0.4125, -0.4033, -0.4226, -0.3986, -0.4105, -0.4432, -0.4495, -0.5093, -0.4947, -0.4544, -0.4529, -0.4389, -0.4389, -0.4238, -0.4141, -0.4165, -0.4294, -0.4477, -0.422, -0.3984, -0.385, -0.3574, -0.3702, -0.4124, -0.4213, -0.4335, -0.4505, -0.3944, -0.3521, -0.3261, -0.3268, -0.3015, -0.3015, -0.3061, -0.2824, -0.2867, -0.3043, -0.3043, -0.2311, -0.2391, -0.1629, -0.1723, -0.2029, -0.1588, -0.1569, -0.1758, -0.1874, -0.1794, -0.1158, -0.1158, -0.1103, -0.0515, -0.0309, -0.0258, -0.0516, 0.0, 0.061, 0.0623, 0.0113, 0.0672, 0.0224, -0.0752, -0.0667, -0.0379, -0.0652, -0.0902, 0.0002, 0.0091, 0.0035, 0.0035, -0.0255, 0.0261, 0.0173, 0.0437, 0.0262, 0.0189, 0.0457, 0.013, 0.0052, 0.0059, -0.0745, -0.0231, -0.0322, -0.0974, -0.051, -0.0174, 0.0206, -0.0119, 0.0387, 0.0769, 0.1254, 0.1255, 0.083, 0.0309, -0.0144, -0.0359, -0.0686, -0.1335, -0.1292, -0.2153, -0.1761, -0.103, -0.1069, -0.1069, -0.0788, -0.0792, -0.0081, 0.0279, 0.0257, 0.0402, 0.1356, 0.1126, 0.115, 0.1097, 0.0935, 0.0959, 0.1888, 0.1747, 0.2113, 0.2792, 0.2298, 0.2643, 0.2612, 0.3222, 0.4057, 0.5612, 0.6256, 0.5769, 0.8212, 0.9395, 0.8694, 0.9597, 0.8924, 0.7672, 0.662, 0.704, 0.785, 0.8585, 0.8314, 0.8314, 1.1847, 1.264, 1.2521, 1.3679, 1.5252, 1.5949, 1.6327, 1.4289, 1.107, 1.3149, 1.2823, 1.175, 1.4286, 1.3938, 1.6532, 1.4892, 1.5439, 1.7654, 1.7654, 1.9541, 1.5649, 1.5649, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2007669282004738464", "ticker_idx": 0, "ts": "2026-01-04T04:23:52+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Without the HBM memory, there is no AI Super Computer — High Bandwidth Memory is going to change the world by enabling AI Inference for the billions of people across the globe.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish MU on HBM's critical role in AI infrastructure and global inference demand.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "🌍 $MU \"Without the HBM memory, there is no AI Super Computer\" -Nvidia CEO Jensen Huang\n\nHigh Bandwidth Memory (HBM) is going to change the world by enabling AI Inference for the billions of people across the globe. https://t.co/GH6F8tGixt", "reply_text": null, "parent_text": null, "quoted_text": "So what's up with Micron Technology $MU? Why did so many analysts lower the price targets but still rated it as Bullish? A bit contradicting isn't it? Well, here's the answer.\n\nThe DRAM spot prices have been mostly flat. The 'recovery' didn't come as soon as they initially https://t.co/GgCJ7xL1t0", "parent_author": null, "ret_m1d": 0.01047579496404416, "ret_signed_m1d": 0.01047579496404416, "alpha_spy_m1d": 0.01709193719477453, "alpha_c_m1d": 0.021837347405923246, "bench_spy_m1d": -0.006616142230730371, "bench_c_m1d": -0.011361552441879086, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.10020817203358767, "ret_signed_p1d": 0.10020817203358767, "alpha_spy_p1d": 0.09426101373421658, "alpha_c_p1d": 0.07364497153417249, "bench_spy_p1d": 0.005947158299371091, "bench_c_p1d": 0.026563200499415185, "ret_p1w": 0.10802499081593964, "ret_signed_p1w": 0.10802499081593964, "alpha_spy_p1w": 0.09720668731564941, "alpha_c_p1w": 0.0734107069340042, "bench_spy_p1w": 0.010818303500290227, "bench_c_p1w": 0.03461428388193544, "ret_p1m": 0.34371301679656074, "ret_signed_p1m": 0.34371301679656074, "alpha_spy_p1m": 0.3410811565662011, "alpha_c_p1m": 0.2905071677731854, "bench_spy_p1m": 0.0026318602303596617, "bench_c_p1m": 0.05320584902337533, "ret_p3m": 0.17377494024981432, "ret_signed_p3m": 0.17377494024981432, "alpha_spy_p3m": 0.21754119308862419, "alpha_c_p3m": 0.1347643437584105, "bench_spy_p3m": -0.04376625283880986, "bench_c_p3m": 0.039010596491403815, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.34371301679656074, "alpha_spy_stated": 0.3410811565662011, "alpha_c_stated": 0.2905071677731854, "price_path": [-0.3706, -0.3841, -0.4185, -0.3827, -0.401, -0.3854, -0.3514, -0.3519, -0.3379, -0.3522, -0.3644, -0.3381, -0.2986, -0.2952, -0.2894, -0.2743, -0.2827, -0.2834, -0.2484, -0.3018, -0.2395, -0.2368, -0.2381, -0.1889, -0.2279, -0.2158, -0.2412, -0.2096, -0.2252, -0.2683, -0.2765, -0.3552, -0.3359, -0.2829, -0.281, -0.2626, -0.2626, -0.2427, -0.23, -0.2331, -0.2502, -0.2742, -0.2404, -0.2093, -0.1917, -0.1555, -0.1723, -0.2278, -0.2395, -0.2554, -0.2778, -0.2041, -0.1484, -0.1143, -0.1153, -0.082, -0.082, -0.088, -0.057, -0.0625, -0.0857, -0.0857, 0.0105, 0.0, 0.1002, 0.0878, 0.0476, 0.1055, 0.108, 0.0832, 0.0679, 0.0784, 0.1621, 0.1621, 0.1693, 0.2465, 0.2737, 0.2803, 0.2465, 0.3142, 0.3945, 0.3961, 0.3291, 0.4025, 0.3437, 0.2154, 0.2266, 0.2644, 0.2286, 0.1957, 0.3146, 0.3262, 0.3188, 0.3188, 0.2807, 0.3486, 0.337, 0.3717, 0.3486, 0.3391, 0.3743, 0.3313, 0.3211, 0.322, 0.2163, 0.2839, 0.272, 0.1863, 0.2472, 0.2914, 0.3413, 0.2986, 0.3651, 0.4153, 0.4791, 0.4792, 0.4233, 0.3548, 0.2954, 0.2671, 0.2241, 0.1387, 0.1444, 0.0313, 0.0828, 0.1789, 0.1738, 0.1738, 0.2107, 0.2101, 0.3035, 0.3509, 0.348, 0.3671, 0.4924, 0.4622, 0.4654, 0.4585, 0.4372, 0.4402, 0.5623, 0.5439, 0.592, 0.6812, 0.6162, 0.6616, 0.6575, 0.7377, 0.8475, 1.0518, 1.1364, 1.0724, 1.3935, 1.549, 1.4568, 1.5756, 1.4871, 1.3225, 1.1843, 1.2394, 1.346, 1.4425, 1.4069, 1.4069, 1.8712, 1.9755, 1.9598, 2.112, 2.3187, 2.4104, 2.46, 2.1921, 1.7691, 2.0424, 1.9995, 1.8584, 2.1917, 2.146, 2.4869, 2.2715, 2.3434, 2.6344, 2.6344, 2.8824, 2.3709, 2.3709, null, null, null, null]}
{"unit_id": "reply:2018440922904879272", "ticker_idx": 0, "ts": "2026-02-02T21:46:31+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU and $PLTR are my top positions", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds both MU and PLTR as top positions; bullish on both as AI ecosystem plays.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "Thanks! Yes, the whole AI ecosystem is in the move Palantir is putting AI into actual practical and useful work in the Enterprise, a driving force to buy more chips.\n\nIs it weird that $MU and $PLTR are my top positions? They are polarizing if put together. Put from my stand point of view, it makes so much sense.", "reply_text": null, "parent_text": "@TradexWhisperer Congrats, man!\n\nI am in $MU because I love the forward p/e of 11.\n\nI am NOT in $PLTR because I do not loe the forward p/e of 187x.\n\nBut $PLTR's result is good for AI so good for $MU.", "quoted_text": null, "parent_author": "ChessWarri42621", "ret_m1d": 0.043772585808329545, "ret_signed_m1d": 0.043772585808329545, "alpha_spy_m1d": 0.03524509669594367, "alpha_c_m1d": 0.017897488407311757, "bench_spy_m1d": 0.008527489112385878, "bench_c_m1d": 0.025875097401017788, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0954606269314876, "ret_signed_p1d": -0.0954606269314876, "alpha_spy_p1d": -0.09061677320549422, "alpha_c_p1d": -0.05608222230835991, "bench_spy_p1d": -0.004843853725993386, "bench_c_p1d": -0.039378404623127694, "ret_p1w": -0.11012306419965179, "ret_signed_p1w": -0.11012306419965179, "alpha_spy_p1w": -0.11387922435570008, "alpha_c_p1w": -0.127926366403029, "bench_spy_p1w": 0.003756160156048294, "bench_c_p1w": 0.017803302203377225, "ret_p1m": -0.04451182554291644, "ret_signed_p1m": -0.04451182554291644, "alpha_spy_p1m": -0.03813071366255827, "alpha_c_p1m": -0.048082569492542415, "bench_spy_p1m": -0.00638111188035817, "bench_c_p1m": 0.0035707439496259763, "ret_p3m": 0.2932428494969479, "ret_signed_p3m": 0.2932428494969479, "alpha_spy_p3m": 0.24525636846996157, "alpha_c_p3m": 0.011257291476022946, "bench_spy_p3m": 0.04798648102698633, "bench_c_p3m": 0.28198555802092495, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.04451182554291644, "alpha_spy_stated": -0.03813071366255827, "alpha_c_stated": -0.048082569492542415, "price_path": [-0.432, -0.433, -0.3963, -0.4254, -0.4164, -0.4353, -0.4118, -0.4234, -0.4554, -0.4616, -0.5201, -0.5058, -0.4663, -0.4649, -0.4513, -0.4513, -0.4364, -0.4269, -0.4293, -0.442, -0.4599, -0.4347, -0.4115, -0.3984, -0.3715, -0.384, -0.4253, -0.434, -0.4459, -0.4625, -0.4077, -0.3663, -0.3408, -0.3416, -0.3168, -0.3168, -0.3213, -0.2982, -0.3023, -0.3195, -0.3195, -0.248, -0.2558, -0.1812, -0.1905, -0.2203, -0.1773, -0.1754, -0.1939, -0.2052, -0.1974, -0.1352, -0.1352, -0.1298, -0.0723, -0.0521, -0.0472, -0.0724, -0.0219, 0.0378, 0.039, -0.0109, 0.0438, 0.0, -0.0955, -0.0871, -0.059, -0.0857, -0.1101, -0.0217, -0.013, -0.0185, -0.0185, -0.0469, 0.0036, -0.005, 0.0208, 0.0036, -0.0034, 0.0228, -0.0093, -0.0169, -0.0161, -0.0948, -0.0445, -0.0534, -0.1172, -0.0718, -0.0389, -0.0018, -0.0336, 0.0159, 0.0533, 0.1007, 0.1008, 0.0592, 0.0082, -0.036, -0.057, -0.089, -0.1525, -0.1483, -0.2325, -0.1942, -0.1226, -0.1265, -0.1265, -0.099, -0.0994, -0.0299, 0.0054, 0.0032, 0.0174, 0.1107, 0.0882, 0.0906, 0.0854, 0.0695, 0.0718, 0.1627, 0.149, 0.1847, 0.2511, 0.2028, 0.2366, 0.2335, 0.2932, 0.3749, 0.527, 0.5899, 0.5423, 0.7812, 0.897, 0.8284, 0.9168, 0.8509, 0.7284, 0.6256, 0.6666, 0.7459, 0.8177, 0.7912, 0.7912, 1.1368, 1.2144, 1.2027, 1.316, 1.4698, 1.538, 1.5749, 1.3756, 1.0608, 1.2642, 1.2322, 1.1273, 1.3753, 1.3413, 1.595, 1.4346, 1.4881, 1.7047, 1.7047, 1.8893, 1.5086, 1.5086, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2018440922904879272", "ticker_idx": 1, "ts": "2026-02-02T21:46:31+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU and $PLTR are my top positions", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds both MU and PLTR as top positions; bullish on both as AI ecosystem plays.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "reply_other", "lang": "en", "tweet_text": "Thanks! Yes, the whole AI ecosystem is in the move Palantir is putting AI into actual practical and useful work in the Enterprise, a driving force to buy more chips.\n\nIs it weird that $MU and $PLTR are my top positions? They are polarizing if put together. Put from my stand point of view, it makes so much sense.", "reply_text": null, "parent_text": "@TradexWhisperer Congrats, man!\n\nI am in $MU because I love the forward p/e of 11.\n\nI am NOT in $PLTR because I do not loe the forward p/e of 187x.\n\nBut $PLTR's result is good for AI so good for $MU.", "quoted_text": null, "parent_author": "ChessWarri42621", "ret_m1d": -0.06409937967438128, "ret_signed_m1d": -0.06409937967438128, "alpha_spy_m1d": -0.07262686878676716, "alpha_c_m1d": -0.07262686878676716, "bench_spy_m1d": 0.008527489112385878, "bench_c_m1d": 0.008527489112385878, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.11616424518286961, "ret_signed_p1d": -0.11616424518286961, "alpha_spy_p1d": -0.11132039145687622, "alpha_c_p1d": -0.11132039145687622, "bench_spy_p1d": -0.004843853725993386, "bench_c_p1d": -0.004843853725993386, "ret_p1w": -0.11635425518014031, "ret_signed_p1w": -0.11635425518014031, "alpha_spy_p1w": -0.1201104153361886, "alpha_c_p1w": -0.1201104153361886, "bench_spy_p1w": 0.003756160156048294, "bench_c_p1w": 0.003756160156048294, "ret_p1m": -0.02970612044816845, "ret_signed_p1m": -0.02970612044816845, "alpha_spy_p1m": -0.02332500856781028, "alpha_c_p1m": -0.02332500856781028, "bench_spy_p1m": -0.00638111188035817, "bench_c_p1m": -0.00638111188035817, "ret_p3m": -0.08747147917080644, "ret_signed_p3m": -0.08747147917080644, "alpha_spy_p3m": -0.13545796019779277, "alpha_c_p3m": -0.13545796019779277, "bench_spy_p3m": 0.04798648102698633, "bench_c_p3m": 0.04798648102698633, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.02970612044816845, "alpha_spy_stated": -0.02332500856781028, "alpha_c_stated": -0.02332500856781028, "price_path": [0.1088, 0.127, 0.2263, 0.2095, 0.1665, 0.0903, 0.1022, 0.0847, 0.0599, 0.0478, -0.0135, -0.0192, 0.0277, 0.0359, 0.05, 0.05, 0.0669, 0.0609, 0.0811, 0.1153, 0.1269, 0.1513, 0.1495, 0.1518, 0.1902, 0.1879, 0.1627, 0.1607, 0.1892, 0.1229, 0.1761, 0.2249, 0.2287, 0.2296, 0.2299, 0.2299, 0.1953, 0.1666, 0.1454, 0.1259, 0.1259, 0.0632, 0.1024, 0.1383, 0.1507, 0.1202, 0.1242, 0.1364, 0.1335, 0.13, 0.1215, 0.0828, 0.0828, 0.0675, 0.0472, 0.0508, 0.0742, 0.0607, 0.0495, -0.0034, -0.0381, -0.0715, -0.0641, 0.0, -0.1162, -0.1765, -0.1392, -0.0948, -0.1164, -0.1406, -0.1821, -0.1677, -0.1677, -0.1575, -0.1425, -0.1456, -0.1434, -0.1728, -0.1839, -0.1501, -0.139, -0.131, -0.0805, -0.0675, -0.0297, -0.033, -0.0046, -0.0092, -0.0427, -0.0398, -0.0277, -0.0439, -0.0327, -0.0177, -0.0324, -0.0139, -0.0456, 0.0187, -0.0196, -0.0185, -0.0654, -0.0939, -0.1288, -0.0735, -0.0721, -0.0597, -0.0597, -0.063, -0.0495, -0.1084, -0.1735, -0.1889, -0.1616, -0.1405, -0.0996, -0.0958, -0.0728, -0.0759, -0.0754, -0.0333, -0.1033, -0.0937, -0.0936, -0.1058, -0.1261, -0.1189, -0.0875, -0.0751, -0.1392, -0.1526, -0.1319, -0.1272, -0.1329, -0.1386, -0.1763, -0.153, -0.1513, -0.144, -0.1433, -0.1313, -0.1296, -0.133, -0.133, -0.1348, -0.1607, -0.0921, -0.0085, 0.0175, -0.0362, -0.0993, -0.1025, -0.1416, -0.1356, -0.1635, -0.1753, -0.1697, -0.1893, -0.1468, -0.156, -0.1726, -0.1863, -0.1863, -0.2431, -0.2608, -0.2608, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:1993018163836162469", "ticker_idx": 0, "ts": "2025-11-24T18:05:33+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU DRAM and NAND prices continue to surge", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Bullish MU on surging DRAM and NAND prices; reinforces buy-the-dip thesis from quoted tweet.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "🟦 $MU DRAM and NAND prices continue to surge. https://t.co/DzYowsYDRT", "reply_text": null, "parent_text": null, "quoted_text": "🟦 $MU Chips will be in short supply in 2026. Not just HBM but DRAM and NAND too.\n\nBuy every fucking dip when our BLUE candles shows up. +122% gains so far with the last five blue candles 💰💶\n\n250+ Daily BLUE Candle Alerts. Free Trial:\nhttps://t.co/ZQDP5HCFyq https://t.co/2jaqB6cmOU", "parent_author": null, "ret_m1d": -0.07395172603333877, "ret_signed_m1d": -0.07395172603333877, "alpha_spy_m1d": -0.05944661419593478, "alpha_c_m1d": -0.03564678608760574, "bench_spy_m1d": -0.014505111837403994, "bench_c_m1d": -0.03830493994573303, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0026793940555356333, "ret_signed_p1d": 0.0026793940555356333, "alpha_spy_p1d": -0.006726534010174978, "alpha_c_p1d": 5.4869036429927576e-05, "bench_spy_p1d": 0.009405928065710611, "bench_c_p1d": 0.0026245250191057057, "ret_p1w": 0.07381778701923625, "ret_signed_p1w": 0.07381778701923625, "alpha_spy_p1w": 0.056561177336860835, "alpha_c_p1w": 0.03300621534995196, "bench_spy_p1w": 0.017256609682375412, "bench_c_p1w": 0.040811571669284286, "ret_p1m": 0.23373380916691167, "ret_signed_p1m": 0.23373380916691167, "alpha_spy_p1m": 0.2019379458463868, "alpha_c_p1m": 0.159512216350856, "bench_spy_p1m": 0.031795863320524864, "bench_c_p1m": 0.07422159281605567, "ret_p3m": 0.8645050019129275, "ret_signed_p3m": 0.8645050019129275, "alpha_spy_p3m": 0.837928416838416, "alpha_c_p3m": 0.6511398018833909, "bench_spy_p3m": 0.02657658507451144, "bench_c_p3m": 0.21336520002953652, "ret_p6m": 2.1229220528131627, "ret_signed_p6m": 2.1229220528131627, "alpha_spy_p6m": 2.0194754334266016, "alpha_c_p6m": 1.5138968426047226, "bench_spy_p6m": 0.10344661938656108, "bench_c_p6m": 0.6090252102084401, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.23373380916691167, "alpha_spy_stated": 0.2019379458463868, "alpha_c_stated": 0.159512216350856, "price_path": [-0.4745, -0.4555, -0.4689, -0.4689, -0.4712, -0.4702, -0.4457, -0.4137, -0.4133, -0.3964, -0.3752, -0.328, -0.2983, -0.2959, -0.2912, -0.286, -0.2463, -0.2738, -0.2653, -0.2573, -0.2783, -0.3001, -0.2981, -0.2685, -0.2533, -0.1871, -0.1799, -0.1612, -0.1472, -0.1708, -0.1223, -0.1411, -0.189, -0.1392, -0.1646, -0.1429, -0.0956, -0.0962, -0.0766, -0.0966, -0.1137, -0.0769, -0.0219, -0.0171, -0.009, 0.0121, 0.0004, -0.0007, 0.0481, -0.0263, 0.0606, 0.0643, 0.0625, 0.1312, 0.0767, 0.0936, 0.0581, 0.1023, 0.0805, 0.0204, 0.0089, -0.1007, -0.074, 0.0, 0.0027, 0.0283, 0.0283, 0.056, 0.0738, 0.0695, 0.0457, 0.0121, 0.0593, 0.1027, 0.1272, 0.1776, 0.1542, 0.0769, 0.0606, 0.0383, 0.0071, 0.1099, 0.1875, 0.2352, 0.2337, 0.2802, 0.2802, 0.2718, 0.3151, 0.3073, 0.2751, 0.2751, 0.4091, 0.3945, 0.5343, 0.5169, 0.461, 0.5417, 0.5452, 0.5106, 0.4892, 0.5039, 0.6206, 0.6206, 0.6306, 0.7383, 0.7762, 0.7854, 0.7383, 0.8327, 0.9446, 0.9469, 0.8535, 0.9559, 0.8738, 0.695, 0.7106, 0.7633, 0.7133, 0.6675, 0.8332, 0.8494, 0.8391, 0.8391, 0.786, 0.8806, 0.8645, 0.9128, 0.8807, 0.8675, 0.9166, 0.8565, 0.8423, 0.8436, 0.6962, 0.7904, 0.7738, 0.6543, 0.7393, 0.8009, 0.8705, 0.8109, 0.9037, 0.9737, 1.0626, 1.0628, 0.9848, 0.8893, 0.8064, 0.767, 0.707, 0.588, 0.5959, 0.4382, 0.5099, 0.6441, 0.6369, 0.6369, 0.6883, 0.6875, 0.8178, 0.8839, 0.8798, 0.9065, 1.0812, 1.0391, 1.0435, 1.0339, 1.0042, 1.0084, 1.1787, 1.153, 1.22, 1.3444, 1.2539, 1.3172, 1.3114, 1.4233, 1.5764, 1.8613, 1.9792, 1.89, 2.3378, 2.5546, 2.4261, 2.5917, 2.4683, 2.2388, 2.046, 2.1229]}
{"unit_id": "quote:2025125142150742277", "ticker_idx": 0, "ts": "2026-02-21T08:27:13+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Memory Bottleneck Is Getting Wild 🤯", "tweet_type": "analysis", "timeline": "months", "summary": "Bullish MU and Korea ETF (EWY) on memory supply crunch: SK Hynix 4-week inventory, cleanroom shortage, prices rising through 2025-26.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU $EWY Memory Bottleneck Is Getting Wild 🤯\n\n\"SK Hynix only has four weeks' worth of DRAM and NAND inventory. Prices will rise further.\"\n\n“The industry-wide cleanroom space shortage is exacerbating supply constraints and creating an environment favorable for price increases\" https://t.co/Ld7YCiqxX1", "reply_text": null, "parent_text": null, "quoted_text": "$MU Alerts Customers to Price Hikes, Signaling Robust 2025-26 Demand. Here's the letter from EVP of Sales\n\nValued Channel Partners, Recent market dynamics indicate that the memory and storage markets have started to recover, with growth anticipated through calendar 2025 and 2026. https://t.co/llVwj8NP4p", "parent_author": null, "ret_m1d": 0.017103317512722427, "ret_signed_m1d": 0.017103317512722427, "alpha_spy_m1d": 0.006786603733236696, "alpha_c_m1d": 0.011896008195104502, "bench_spy_m1d": 0.010316713779485731, "bench_c_m1d": 0.005207309317617925, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.007031412215625532, "ret_signed_p1d": -0.007031412215625532, "alpha_spy_p1d": -0.014299887485823892, "alpha_c_p1d": -0.022241639654659084, "bench_spy_p1d": 0.00726847527019836, "bench_c_p1d": 0.015210227439033552, "ret_p1w": -0.019716354573246386, "ret_signed_p1w": -0.019716354573246386, "alpha_spy_p1w": -0.025563397561591872, "alpha_c_p1w": -0.003997525476116648, "bench_spy_p1w": 0.0058470429883454855, "bench_c_p1w": -0.01571882909712974, "ret_p1m": -0.06043186692613789, "ret_signed_p1m": -0.06043186692613789, "alpha_spy_p1m": -0.02024052746629479, "alpha_c_p1m": -0.01613326120868952, "bench_spy_p1m": -0.0401913394598431, "bench_c_p1m": -0.04429860571744837, "ret_p3m": 0.811103166517908, "ret_signed_p3m": 0.811103166517908, "alpha_spy_p3m": 0.7197209324252396, "alpha_c_p3m": 0.4356914290471299, "bench_spy_p3m": 0.09138223409266844, "bench_c_p3m": 0.37541173747077816, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.06043186692613789, "alpha_spy_stated": -0.02024052746629479, "alpha_c_stated": -0.01613326120868952, "price_path": [-0.4532, -0.4532, -0.4385, -0.429, -0.4313, -0.444, -0.4618, -0.4367, -0.4137, -0.4006, -0.3738, -0.3863, -0.4274, -0.4361, -0.4479, -0.4645, -0.4098, -0.3686, -0.3432, -0.344, -0.3193, -0.3193, -0.3238, -0.3007, -0.3049, -0.322, -0.322, -0.2507, -0.2585, -0.1842, -0.1934, -0.2232, -0.1803, -0.1784, -0.1968, -0.2081, -0.2003, -0.1383, -0.1383, -0.133, -0.0757, -0.0556, -0.0506, -0.0757, -0.0255, 0.034, 0.0352, -0.0145, 0.04, -0.0036, -0.0987, -0.0905, -0.0624, -0.089, -0.1134, -0.0253, -0.0166, -0.0221, -0.0221, -0.0503, -0.0, -0.0086, 0.0171, 0.0, -0.007, 0.0191, -0.0129, -0.0204, -0.0197, -0.0981, -0.048, -0.0568, -0.1204, -0.0752, -0.0424, -0.0054, -0.0371, 0.0123, 0.0495, 0.0967, 0.0968, 0.0553, 0.0046, -0.0395, -0.0604, -0.0924, -0.1556, -0.1514, -0.2353, -0.1971, -0.1258, -0.1296, -0.1296, -0.1023, -0.1027, -0.0334, 0.0017, -0.0005, 0.0137, 0.1066, 0.0842, 0.0866, 0.0815, 0.0657, 0.0679, 0.1585, 0.1448, 0.1804, 0.2466, 0.1984, 0.2321, 0.229, 0.2885, 0.3699, 0.5214, 0.5841, 0.5367, 0.7748, 0.8901, 0.8217, 0.9098, 0.8442, 0.7221, 0.6197, 0.6605, 0.7395, 0.8111, 0.7847, 0.7847, 1.129, 1.2063, 1.1947, 1.3075, 1.4608, 1.5288, 1.5656, 1.367, 1.0533, 1.2559, 1.2241, 1.1195, 1.3666, 1.3328, 1.5856, 1.4258, 1.4791, 1.6949, 1.6949, 1.8788, 1.4995, 1.4995, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2025125142150742277", "ticker_idx": 1, "ts": "2026-02-21T08:27:13+00:00", "symbol": "EWY", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU $EWY Memory Bottleneck Is Getting Wild 🤯", "tweet_type": "analysis", "timeline": "months", "summary": "Bullish MU and Korea ETF (EWY) on memory supply crunch: SK Hynix 4-week inventory, cleanroom shortage, prices rising through 2025-26.", "resolved_tickers": ["EWY"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "quote", "lang": "en", "tweet_text": "$MU $EWY Memory Bottleneck Is Getting Wild 🤯\n\n\"SK Hynix only has four weeks' worth of DRAM and NAND inventory. Prices will rise further.\"\n\n“The industry-wide cleanroom space shortage is exacerbating supply constraints and creating an environment favorable for price increases\" https://t.co/Ld7YCiqxX1", "reply_text": null, "parent_text": null, "quoted_text": "$MU Alerts Customers to Price Hikes, Signaling Robust 2025-26 Demand. Here's the letter from EVP of Sales\n\nValued Channel Partners, Recent market dynamics indicate that the memory and storage markets have started to recover, with growth anticipated through calendar 2025 and 2026. https://t.co/llVwj8NP4p", "parent_author": null, "ret_m1d": 0.018521190054074044, "ret_signed_m1d": 0.018521190054074044, "alpha_spy_m1d": 0.008204476274588313, "alpha_c_m1d": 0.008204476274588313, "bench_spy_m1d": 0.010316713779485731, "bench_c_m1d": 0.010316713779485731, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.037688441385384186, "ret_signed_p1d": 0.037688441385384186, "alpha_spy_p1d": 0.030419966115185826, "alpha_c_p1d": 0.030419966115185826, "bench_spy_p1d": 0.00726847527019836, "bench_c_p1d": 0.00726847527019836, "ret_p1w": 0.05915283599321519, "ret_signed_p1w": 0.05915283599321519, "alpha_spy_p1w": 0.053305793004869706, "alpha_c_p1w": 0.053305793004869706, "bench_spy_p1w": 0.0058470429883454855, "bench_c_p1w": 0.0058470429883454855, "ret_p1m": -0.0757358422155805, "ret_signed_p1m": -0.0757358422155805, "alpha_spy_p1m": -0.035544502755737395, "alpha_c_p1m": -0.035544502755737395, "bench_spy_p1m": -0.0401913394598431, "bench_c_p1m": -0.0401913394598431, "ret_p3m": 0.33826269981975354, "ret_signed_p3m": 0.33826269981975354, "alpha_spy_p3m": 0.2468804657270851, "alpha_c_p3m": 0.2468804657270851, "bench_spy_p3m": 0.09138223409266844, "bench_c_p3m": 0.09138223409266844, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.0757358422155805, "alpha_spy_stated": -0.035544502755737395, "alpha_c_stated": -0.035544502755737395, "price_path": [-0.3572, -0.3572, -0.362, -0.3638, -0.3536, -0.347, -0.355, -0.3379, -0.3325, -0.329, -0.3207, -0.3333, -0.3494, -0.3489, -0.3574, -0.3641, -0.3534, -0.3443, -0.3413, -0.3345, -0.3209, -0.3209, -0.312, -0.2913, -0.292, -0.3021, -0.3021, -0.2662, -0.2475, -0.2275, -0.2317, -0.2348, -0.2183, -0.218, -0.228, -0.2129, -0.2028, -0.1944, -0.1944, -0.2034, -0.1697, -0.1673, -0.1531, -0.1578, -0.1192, -0.0986, -0.1062, -0.1212, -0.1319, -0.1075, -0.1367, -0.137, -0.1047, -0.0951, -0.1066, -0.0625, -0.061, -0.0383, -0.0383, -0.0619, -0.0457, -0.0294, 0.0185, 0.0, 0.0377, 0.0688, 0.0798, 0.0866, 0.0592, -0.05, -0.0354, -0.0973, -0.0902, -0.0388, -0.0646, -0.0463, -0.1134, -0.1088, -0.0445, -0.035, -0.0533, -0.0322, -0.0971, -0.0394, -0.0757, -0.083, -0.1386, -0.1315, -0.1642, -0.1169, -0.0939, -0.1179, -0.1179, -0.0959, -0.0869, 0.0055, -0.0001, -0.0041, 0.0139, 0.053, 0.0403, 0.0587, 0.0935, 0.0775, 0.0538, 0.1184, 0.081, 0.1096, 0.1251, 0.1082, 0.1052, 0.1541, 0.163, 0.1744, 0.2453, 0.3064, 0.2688, 0.3654, 0.3844, 0.2814, 0.3541, 0.3677, 0.284, 0.2642, 0.2492, 0.293, 0.3383, 0.3067, 0.3067, 0.4404, 0.4235, 0.4818, 0.4776, 0.5556, 0.5401, 0.5288, 0.4642, 0.2576, 0.3327, 0.3212, 0.281, 0.4281, 0.4174, 0.5179, 0.4782, 0.4722, 0.5736, 0.5736, 0.5723, 0.3798, 0.3798, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2015159569149014195", "ticker_idx": 0, "ts": "2026-01-24T20:27:35+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Billions of extra revenue & profit incoming 💰", "tweet_type": "analysis", "timeline": "quarters", "summary": "Bullish MU on Idaho fab buildout driving billions in incremental revenue/profit, plus HBM ramp and rising DRAM/NAND prices.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "🇺🇸 $MU Memory Made in America. Micron’s Idaho fab takes shape.\n\n5+ million sqft for fab and support buildings\n300,000 cubic yard of concrete\n70,000 tons of American-made steel\n600,000 sqft of cleanroom space\nBillions of extra revenue & profit incoming 💰\n\nhttps://t.co/aERUkoJ6Fe", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": 0.02714026854416307, "ret_signed_m1d": 0.02714026854416307, "alpha_spy_m1d": 0.03219284216618923, "alpha_c_m1d": 0.023955902187538847, "bench_spy_m1d": -0.0050525736220261575, "bench_c_m1d": 0.003184366356624224, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05435759085969649, "ret_signed_p1d": 0.05435759085969649, "alpha_spy_p1d": 0.05037342548122559, "alpha_c_p1d": 0.03322025441476706, "bench_spy_p1d": 0.003984165378470905, "bench_c_p1d": 0.021137336444929433, "ret_p1w": 0.12518954482328515, "ret_signed_p1w": 0.12518954482328515, "alpha_spy_p1w": 0.12132088303871202, "alpha_c_p1w": 0.10224687963987589, "bench_spy_p1w": 0.003868661784573124, "bench_c_p1w": 0.02294266518340926, "ret_p1m": 0.07432730762902162, "ret_signed_p1m": 0.07432730762902162, "alpha_spy_p1m": 0.08209377282576924, "alpha_c_p1m": 0.02332686641656423, "bench_spy_p1m": -0.007766465196747618, "bench_c_p1m": 0.05100044121245739, "ret_p3m": 0.2385884502360145, "ret_signed_p3m": 0.2385884502360145, "alpha_spy_p3m": 0.21310263538827545, "alpha_c_p3m": 0.030399299103990085, "bench_spy_p3m": 0.02548581484773904, "bench_c_p3m": 0.2081891511320244, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": 0.2385884502360145, "alpha_spy_stated": 0.21310263538827545, "alpha_c_stated": 0.030399299103990085, "price_path": [-0.4178, -0.4245, -0.4251, -0.397, -0.4399, -0.3898, -0.3877, -0.3888, -0.3493, -0.3806, -0.3708, -0.3913, -0.3659, -0.3784, -0.413, -0.4196, -0.4827, -0.4673, -0.4247, -0.4232, -0.4084, -0.4084, -0.3925, -0.3822, -0.3847, -0.3984, -0.4177, -0.3906, -0.3656, -0.3515, -0.3225, -0.336, -0.3805, -0.3898, -0.4027, -0.4206, -0.3615, -0.3168, -0.2894, -0.2902, -0.2635, -0.2635, -0.2684, -0.2434, -0.2479, -0.2665, -0.2665, -0.1893, -0.1977, -0.1174, -0.1273, -0.1595, -0.1131, -0.1111, -0.131, -0.1433, -0.1348, -0.0677, -0.0677, -0.0619, 0.0001, 0.0218, 0.0271, 0.0, 0.0544, 0.1187, 0.12, 0.0663, 0.1252, 0.078, -0.0249, -0.0159, 0.0144, -0.0144, -0.0407, 0.0546, 0.0639, 0.058, 0.058, 0.0275, 0.0819, 0.0726, 0.1004, 0.0819, 0.0743, 0.1026, 0.068, 0.0598, 0.0606, -0.0242, 0.03, 0.0205, -0.0483, 0.0006, 0.036, 0.0761, 0.0418, 0.0952, 0.1355, 0.1866, 0.1867, 0.1418, 0.0869, 0.0392, 0.0166, -0.018, -0.0864, -0.0819, -0.1726, -0.1314, -0.0542, -0.0583, -0.0583, -0.0287, -0.0292, 0.0458, 0.0838, 0.0814, 0.0968, 0.1973, 0.173, 0.1756, 0.1701, 0.153, 0.1554, 0.2534, 0.2386, 0.2772, 0.3487, 0.2966, 0.3331, 0.3297, 0.3941, 0.4822, 0.6461, 0.7139, 0.6626, 0.9202, 1.0449, 0.971, 1.0663, 0.9953, 0.8632, 0.7524, 0.7966, 0.8821, 0.9595, 0.931, 0.931, 1.3035, 1.3871, 1.3745, 1.4966, 1.6625, 1.736, 1.7758, 1.5609, 1.2215, 1.4408, 1.4063, 1.2932, 1.5606, 1.5239, 1.7974, 1.6246, 1.6822, 1.9157, 1.9157, 2.1147, 1.7043, 1.7043, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2014569570305245563", "ticker_idx": 0, "ts": "2026-01-23T05:23:09+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Fresh New Price Targets, Last 3 Days\n\nTD Cowen: $300 → $450\nBuy rating maintained.\n\nWilliam Blair: PT $450\nOutperform rating.\n\nStifel Nicolaus: $300 → $360\nBuy rating maintained.", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Shares three fresh Buy/Outperform upgrades and raised PTs ($360–$450) on MU from TD Cowen, William Blair, and Stifel, adopting the collective bullish thesis.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU Fresh New Price Targets, Last 3 Days\n\nTD Cowen: $300 → $450\nBuy rating maintained. Cited tightening shortages, server ASP strength, and long-term DRAM/NAND cycle upside. (1,700+ employees)\n\nWilliam Blair: PT $450\nOutperform rating. This is a new initiation, implying a positive/high target view aligned with recent momentum. (1,950+ professionals)\n\nStifel Nicolaus: $300 → $360\nBuy rating maintained. Focused on AI growth outlook.\n(2,300+ financial advisors)", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": -0.005179587344212089, "ret_signed_m1d": -0.005179587344212089, "alpha_spy_m1d": -0.004816983684345577, "alpha_c_m1d": -0.012003079586748844, "bench_spy_m1d": -0.00036260365986651166, "bench_c_m1d": 0.006823492242536755, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.02642313749672276, "ret_signed_p1d": -0.02642313749672276, "alpha_spy_p1d": -0.03150136925859548, "alpha_c_p1d": -0.023248879141611778, "bench_spy_p1d": 0.00507823176187272, "bench_c_p1d": -0.0031742583551109815, "ret_p1w": 0.03810833910353928, "ret_signed_p1w": 0.03810833910353928, "alpha_spy_p1w": 0.03413278569450395, "alpha_c_p1w": 0.029685246429306478, "bench_spy_p1w": 0.003975553409035326, "bench_c_p1w": 0.008423092674232802, "ret_p1m": 0.05334672448891653, "ret_signed_p1m": 0.05334672448891653, "alpha_spy_p1m": 0.06327074063826688, "alpha_c_p1m": 0.021378895595438596, "bench_spy_p1m": -0.009924016149350345, "bench_c_p1m": 0.031967828893477934, "ret_p3m": 0.22027974752471913, "ret_signed_p3m": 0.22027974752471913, "alpha_spy_p3m": 0.18557084089983533, "alpha_c_p3m": 0.0284729267174193, "bench_spy_p3m": 0.034708906624883795, "bench_c_p3m": 0.19180682080729983, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.05334672448891653, "alpha_spy_stated": 0.06327074063826688, "alpha_c_stated": 0.021378895595438596, "price_path": [-0.445, -0.4332, -0.4397, -0.4403, -0.413, -0.4547, -0.406, -0.4039, -0.4049, -0.3665, -0.3969, -0.3875, -0.4073, -0.3826, -0.3948, -0.4285, -0.4349, -0.4963, -0.4813, -0.4399, -0.4384, -0.4241, -0.4241, -0.4085, -0.3986, -0.401, -0.4143, -0.4331, -0.4067, -0.3824, -0.3687, -0.3404, -0.3535, -0.3969, -0.406, -0.4185, -0.4359, -0.3783, -0.3349, -0.3082, -0.309, -0.283, -0.283, -0.2877, -0.2634, -0.2678, -0.2859, -0.2859, -0.2108, -0.2189, -0.1407, -0.1504, -0.1817, -0.1365, -0.1346, -0.1539, -0.1659, -0.1577, -0.0923, -0.0923, -0.0867, -0.0264, -0.0052, 0.0, -0.0264, 0.0265, 0.0892, 0.0904, 0.0381, 0.0955, 0.0495, -0.0507, -0.0419, -0.0124, -0.0404, -0.0661, 0.0267, 0.0358, 0.0301, 0.0301, 0.0003, 0.0533, 0.0443, 0.0714, 0.0533, 0.0459, 0.0734, 0.0398, 0.0318, 0.0326, -0.05, 0.0028, -0.0065, -0.0734, -0.0258, 0.0087, 0.0476, 0.0143, 0.0663, 0.1055, 0.1552, 0.1553, 0.1116, 0.0582, 0.0118, -0.0103, -0.0439, -0.1106, -0.1062, -0.1945, -0.1543, -0.0792, -0.0832, -0.0832, -0.0544, -0.0548, 0.0181, 0.0551, 0.0528, 0.0678, 0.1657, 0.1421, 0.1446, 0.1391, 0.1225, 0.1249, 0.2203, 0.2059, 0.2434, 0.3131, 0.2624, 0.2978, 0.2946, 0.3573, 0.443, 0.6026, 0.6686, 0.6187, 0.8694, 0.9909, 0.9189, 1.0117, 0.9425, 0.814, 0.7061, 0.7491, 0.8323, 0.9077, 0.8799, 0.8799, 1.2426, 1.324, 1.3118, 1.4306, 1.5921, 1.6637, 1.7024, 1.4932, 1.1628, 1.3763, 1.3428, 1.2326, 1.4929, 1.4572, 1.7235, 1.5552, 1.6114, 1.8386, 1.8386, 2.0324, 1.6328, 1.6328, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2029637193527087189", "ticker_idx": 0, "ts": "2026-03-05T19:16:30+00:00", "symbol": "GLW", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Currently I own GLW and LITE", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds GLW and LITE on a fiber/laser thesis.", "resolved_tickers": ["GLW"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Electronic Components'", "bench_c_industry": "Electronic Components", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@GVDInvestor Currently I own GLW and LITE. Fiber material and Lasers. Seemed like a simple thesis to build conviction.", "reply_text": null, "parent_text": "@TradexWhisperer I’ve been starting to look at this, but what’s your favorite play here? $AAOI? Or $LITE?", "quoted_text": null, "parent_author": "GVDInvestor", "ret_m1d": 0.07495910084465951, "ret_signed_m1d": 0.07495910084465951, "alpha_spy_m1d": 0.0693521679424185, "alpha_c_m1d": 0.07738454685917207, "bench_spy_m1d": 0.005606932902241013, "bench_c_m1d": -0.0024254460145125556, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.08497848654524409, "ret_signed_p1d": -0.08497848654524409, "alpha_spy_p1d": -0.07187135663438204, "alpha_c_p1d": -0.06436208630518736, "bench_spy_p1d": -0.013107129910862048, "bench_c_p1d": -0.02061640024005673, "ret_p1w": -0.03688591154531207, "ret_signed_p1w": -0.03688591154531207, "alpha_spy_p1w": -0.01450258005072591, "alpha_c_p1w": -0.02019312961503761, "bench_spy_p1w": -0.022383331494586156, "bench_c_p1w": -0.01669278193027446, "ret_p1m": 0.09781794046099224, "ret_signed_p1m": 0.09781794046099224, "alpha_spy_p1m": 0.13258755295066338, "alpha_c_p1m": 0.12650177482184122, "bench_spy_p1m": -0.03476961248967114, "bench_c_p1m": -0.02868383436084898, "ret_p3m": 0.489588295446606, "ret_signed_p3m": 0.489588295446606, "alpha_spy_p3m": 0.371676541799695, "alpha_c_p3m": 0.07386228748108681, "bench_spy_p3m": 0.11791175364691098, "bench_c_p3m": 0.4157260079655192, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.09781794046099224, "alpha_spy_stated": 0.13258755295066338, "alpha_c_stated": 0.12650177482184122, "price_path": [-0.3461, -0.3251, -0.3022, -0.2891, -0.3457, -0.3473, -0.3608, -0.3672, -0.3564, -0.3491, -0.3451, -0.3382, -0.3358, -0.3358, -0.3365, -0.3407, -0.3417, -0.3514, -0.3514, -0.3283, -0.343, -0.3388, -0.3482, -0.3679, -0.3686, -0.349, -0.3342, -0.3317, -0.3074, -0.3022, -0.3022, -0.3143, -0.3072, -0.3016, -0.3088, -0.2966, -0.1871, -0.2275, -0.237, -0.2351, -0.1825, -0.1645, -0.1874, -0.1645, -0.0951, -0.0267, -0.0511, -0.0155, -0.0259, -0.0113, -0.0113, -0.0331, -0.0221, -0.0371, 0.0335, 0.076, 0.123, 0.1884, 0.1134, 0.1161, 0.1716, 0.0952, 0.075, 0.0, -0.085, -0.0422, 0.011, -0.0221, -0.0369, -0.0417, -0.02, -0.036, -0.0362, -0.0123, -0.0754, -0.028, 0.054, 0.0862, 0.0043, 0.0154, -0.0459, 0.0091, 0.0567, 0.0978, 0.0978, 0.0873, 0.1023, 0.2253, 0.2602, 0.2709, 0.3001, 0.2826, 0.2488, 0.2326, 0.22, 0.2274, 0.2279, 0.2525, 0.258, 0.3054, 0.2469, 0.1359, 0.1274, 0.2189, 0.1746, 0.1872, 0.2031, 0.3476, 0.3537, 0.3874, 0.5392, 0.4713, 0.5327, 0.5458, 0.4236, 0.3251, 0.305, 0.341, 0.4242, 0.4402, 0.4402, 0.4559, 0.4167, 0.3579, 0.3466, 0.3134, 0.4896, 0.4923, 0.4695, 0.32, 0.394, 0.2929, 0.25, 0.3123, 0.332, 0.3965, 0.3188, 0.3038, 0.4489, 0.4489, 0.5597, 0.4425, 0.4425, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2029637193527087189", "ticker_idx": 1, "ts": "2026-03-05T19:16:30+00:00", "symbol": "LITE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Currently I own GLW and LITE", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds GLW and LITE on a fiber/laser thesis.", "resolved_tickers": ["LITE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@GVDInvestor Currently I own GLW and LITE. Fiber material and Lasers. Seemed like a simple thesis to build conviction.", "reply_text": null, "parent_text": "@TradexWhisperer I’ve been starting to look at this, but what’s your favorite play here? $AAOI? Or $LITE?", "quoted_text": null, "parent_author": "GVDInvestor", "ret_m1d": 0.046064933670385555, "ret_signed_m1d": 0.046064933670385555, "alpha_spy_m1d": 0.04045800076814454, "alpha_c_m1d": 0.04045800076814454, "bench_spy_m1d": 0.005606932902241013, "bench_c_m1d": 0.005606932902241013, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.14194401500135745, "ret_signed_p1d": -0.14194401500135745, "alpha_spy_p1d": -0.1288368850904954, "alpha_c_p1d": -0.1288368850904954, "bench_spy_p1d": -0.013107129910862048, "bench_c_p1d": -0.013107129910862048, "ret_p1w": -0.053363418576418464, "ret_signed_p1w": -0.053363418576418464, "alpha_spy_p1w": -0.030980087081832308, "alpha_c_p1w": -0.030980087081832308, "bench_spy_p1w": -0.022383331494586156, "bench_c_p1w": -0.022383331494586156, "ret_p1m": 0.27052025994475315, "ret_signed_p1m": 0.27052025994475315, "alpha_spy_p1m": 0.3052898724344243, "alpha_c_p1m": 0.3052898724344243, "bench_spy_p1m": -0.03476961248967114, "bench_c_p1m": -0.03476961248967114, "ret_p3m": 0.581312825100921, "ret_signed_p3m": 0.581312825100921, "alpha_spy_p3m": 0.46340107145401, "alpha_c_p3m": 0.46340107145401, "bench_spy_p3m": 0.11791175364691098, "bench_c_p3m": 0.11791175364691098, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.27052025994475315, "alpha_spy_stated": 0.3052898724344243, "alpha_c_stated": 0.3052898724344243, "price_path": [-0.4736, -0.4463, -0.4376, -0.4283, -0.5016, -0.4857, -0.5142, -0.5079, -0.482, -0.4293, -0.4009, -0.4047, -0.3917, -0.3917, -0.3996, -0.4275, -0.4297, -0.4337, -0.4337, -0.4067, -0.4514, -0.3894, -0.3963, -0.4649, -0.46, -0.4778, -0.4448, -0.4905, -0.4726, -0.5018, -0.5018, -0.4517, -0.4431, -0.4553, -0.4788, -0.4892, -0.4305, -0.4084, -0.4139, -0.3979, -0.3494, -0.3315, -0.2847, -0.2249, -0.1519, -0.1132, -0.1378, -0.1179, -0.1035, -0.1353, -0.1353, -0.0774, -0.0869, -0.0233, 0.026, 0.0367, 0.0575, 0.1115, 0.0402, 0.077, 0.2035, 0.067, 0.0461, 0.0, -0.1419, -0.0156, 0.0325, 0.0325, -0.0534, -0.0435, -0.0399, -0.0019, 0.0768, 0.1864, 0.0853, 0.12, 0.2323, 0.1941, 0.0584, 0.0798, 0.0061, 0.0798, 0.1749, 0.2705, 0.2705, 0.1866, 0.2534, 0.3768, 0.3739, 0.3787, 0.3386, 0.3103, 0.2661, 0.3694, 0.3738, 0.3754, 0.2859, 0.3423, 0.3013, 0.3547, 0.3209, 0.216, 0.3188, 0.3864, 0.4596, 0.4999, 0.5282, 0.4509, 0.3715, 0.3887, 0.6181, 0.5248, 0.5832, 0.5393, 0.4915, 0.3598, 0.3676, 0.3338, 0.482, 0.4549, 0.4549, 0.3995, 0.3864, 0.3224, 0.3137, 0.3906, 0.5813, 0.4413, 0.4521, 0.327, 0.3758, 0.2627, 0.3111, 0.3669, 0.416, 0.4708, 0.345, 0.3367, 0.306, 0.306, 0.3735, 0.2721, 0.2721, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2007520273067847785", "ticker_idx": 0, "ts": "2026-01-03T18:31:45+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "We are still so early. With the exception of Rosenblatt's bold $500 target, none of these \"mainstream\" institutions has yet fully priced in the structural shift in Micron's memory business fundamentals.", "tweet_type": "analysis", "timeline": "years", "summary": "Bullish MU: mainstream PTs underestimate the structural shift from cyclical DRAM to high-margin AI-essential HBM with multi-year visibility; still early innings.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU My opinion? We are still so early.\n\nWith the exception of Rosenblatt's bold $500 target, none of these \"mainstream\" institutions has yet fully priced in the structural shift in Micron's memory business fundamentals. They believe HBM Dynamics are the same as DRAM. They are wrong.\n\nFrom Cyclical DRAM Commodity → To high-margin, AI-essential Near Memory with multi-year visibility.", "reply_text": null, "parent_text": null, "quoted_text": "$MU Renewed Price Targets, Refined to 10 \"Top-Tier\" Institutions.\n\nRosenblatt Securities\n$300 → $500\nStreet-high; aggressive on multi-year AI/HBM pricing power and margin expansion.\n\nBernstein\n$270 → $330\nPersistent DRAM pricing rises (20-25% sequential) into 2026-2027. https://t.co/m2uY2Ex729", "parent_author": null, "ret_m1d": 0.01047579496404416, "ret_signed_m1d": 0.01047579496404416, "alpha_spy_m1d": 0.01709193719477453, "alpha_c_m1d": 0.021837347405923246, "bench_spy_m1d": -0.006616142230730371, "bench_c_m1d": -0.011361552441879086, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.10020817203358767, "ret_signed_p1d": 0.10020817203358767, "alpha_spy_p1d": 0.09426101373421658, "alpha_c_p1d": 0.07364497153417249, "bench_spy_p1d": 0.005947158299371091, "bench_c_p1d": 0.026563200499415185, "ret_p1w": 0.10802499081593964, "ret_signed_p1w": 0.10802499081593964, "alpha_spy_p1w": 0.09720668731564941, "alpha_c_p1w": 0.0734107069340042, "bench_spy_p1w": 0.010818303500290227, "bench_c_p1w": 0.03461428388193544, "ret_p1m": 0.34371301679656074, "ret_signed_p1m": 0.34371301679656074, "alpha_spy_p1m": 0.3410811565662011, "alpha_c_p1m": 0.2905071677731854, "bench_spy_p1m": 0.0026318602303596617, "bench_c_p1m": 0.05320584902337533, "ret_p3m": 0.17377494024981432, "ret_signed_p3m": 0.17377494024981432, "alpha_spy_p3m": 0.21754119308862419, "alpha_c_p3m": 0.1347643437584105, "bench_spy_p3m": -0.04376625283880986, "bench_c_p3m": 0.039010596491403815, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.3706, -0.3841, -0.4185, -0.3827, -0.401, -0.3854, -0.3514, -0.3519, -0.3379, -0.3522, -0.3644, -0.3381, -0.2986, -0.2952, -0.2894, -0.2743, -0.2827, -0.2834, -0.2484, -0.3018, -0.2395, -0.2368, -0.2381, -0.1889, -0.2279, -0.2158, -0.2412, -0.2096, -0.2252, -0.2683, -0.2765, -0.3552, -0.3359, -0.2829, -0.281, -0.2626, -0.2626, -0.2427, -0.23, -0.2331, -0.2502, -0.2742, -0.2404, -0.2093, -0.1917, -0.1555, -0.1723, -0.2278, -0.2395, -0.2554, -0.2778, -0.2041, -0.1484, -0.1143, -0.1153, -0.082, -0.082, -0.088, -0.057, -0.0625, -0.0857, -0.0857, 0.0105, 0.0, 0.1002, 0.0878, 0.0476, 0.1055, 0.108, 0.0832, 0.0679, 0.0784, 0.1621, 0.1621, 0.1693, 0.2465, 0.2737, 0.2803, 0.2465, 0.3142, 0.3945, 0.3961, 0.3291, 0.4025, 0.3437, 0.2154, 0.2266, 0.2644, 0.2286, 0.1957, 0.3146, 0.3262, 0.3188, 0.3188, 0.2807, 0.3486, 0.337, 0.3717, 0.3486, 0.3391, 0.3743, 0.3313, 0.3211, 0.322, 0.2163, 0.2839, 0.272, 0.1863, 0.2472, 0.2914, 0.3413, 0.2986, 0.3651, 0.4153, 0.4791, 0.4792, 0.4233, 0.3548, 0.2954, 0.2671, 0.2241, 0.1387, 0.1444, 0.0313, 0.0828, 0.1789, 0.1738, 0.1738, 0.2107, 0.2101, 0.3035, 0.3509, 0.348, 0.3671, 0.4924, 0.4622, 0.4654, 0.4585, 0.4372, 0.4402, 0.5623, 0.5439, 0.592, 0.6812, 0.6162, 0.6616, 0.6575, 0.7377, 0.8475, 1.0518, 1.1364, 1.0724, 1.3935, 1.549, 1.4568, 1.5756, 1.4871, 1.3225, 1.1843, 1.2394, 1.346, 1.4425, 1.4069, 1.4069, 1.8712, 1.9755, 1.9598, 2.112, 2.3187, 2.4104, 2.46, 2.1921, 1.7691, 2.0424, 1.9995, 1.8584, 2.1917, 2.146, 2.4869, 2.2715, 2.3434, 2.6344, 2.6344, 2.8824, 2.3709, 2.3709, null, null, null, null]}
{"unit_id": "quote:1974312612231065994", "ticker_idx": 0, "ts": "2025-10-04T03:16:22+00:00", "symbol": "OSCR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$OSCR $23.8 Challenge Incoming", "tweet_type": "prediction", "timeline": "weeks", "summary": "Bullish OSCR targeting $23.8, citing upper Bollinger Band breakout attempt.", "resolved_tickers": ["OSCR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Healthcare Plans'", "bench_c_industry": "Healthcare Plans", "unit_kind": "quote", "lang": "en", "tweet_text": "🟦 $OSCR $23.8 Challenge Incoming\n\nIt has left the upper Bollinger Band and is attempting a upper BB climb. +51% gains with the last (D) BLUE candles 💰💴\n\n250+ Daily BLUE Candle Alerts. Free Trial:\nhttps://t.co/ZQDP5HCFyq https://t.co/uErA2u0nUW", "reply_text": null, "parent_text": null, "quoted_text": "🟦 $OSCR has oscillated between $13 and $23 for nearly 20 months!\n\nAnother (W) BLUE candle signals a breakout attempt, pulling away from the $14.70 volume concentration. Will it hit $23 again? 🤔\n\n230+ Weekly Smart Candle Alerts. Free Trial:\nhttps://t.co/ZQDP5HCFyq https://t.co/E8Xzgnc3nG", "parent_author": null, "ret_m1d": -0.029134900676377806, "ret_signed_m1d": -0.029134900676377806, "alpha_spy_m1d": -0.02556153572885489, "alpha_c_m1d": -0.03399197545499766, "bench_spy_m1d": -0.0035733649475229168, "bench_c_m1d": 0.004857074778619852, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.007171665228246971, "ret_signed_p1d": 0.007171665228246971, "alpha_spy_p1d": 0.01087908748577393, "alpha_c_p1d": 0.00640858525905319, "bench_spy_p1d": -0.00370742225752696, "bench_c_p1d": 0.0007630799691937806, "ret_p1w": -0.0856118284685683, "ret_signed_p1w": -0.0856118284685683, "alpha_spy_p1w": -0.07285146017107869, "alpha_c_p1w": -0.07055493954860526, "bench_spy_p1w": -0.01276036829748961, "bench_c_p1w": -0.01505688891996304, "ret_p1m": -0.23083817758006098, "ret_signed_p1m": -0.23083817758006098, "alpha_spy_p1m": -0.23624307876296324, "alpha_c_p1m": -0.23763812516388771, "bench_spy_p1m": 0.005404901182902266, "bench_c_p1m": 0.006799947583826738, "ret_p3m": -0.35589420755048473, "ret_signed_p3m": -0.35589420755048473, "alpha_spy_p3m": -0.3742456728298704, "alpha_c_p3m": -0.43457304975356825, "bench_spy_p3m": 0.018351465279385692, "bench_c_p3m": 0.07867884220308352, "ret_p6m": -0.48588074667870407, "ret_signed_p6m": -0.48588074667870407, "alpha_spy_p6m": -0.45972426871885286, "alpha_c_p6m": -0.5116897068846626, "bench_spy_p6m": -0.02615647795985121, "bench_c_p6m": 0.025808960205958575, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.23083817758006098, "alpha_spy_stated": -0.23624307876296324, "alpha_c_stated": -0.23763812516388771, "price_path": [-0.2792, -0.3039, -0.3554, -0.3241, -0.3312, -0.312, -0.3783, -0.3985, -0.3895, -0.3411, -0.2887, -0.3635, -0.3523, -0.3424, -0.3797, -0.3725, -0.3702, -0.3913, -0.3797, -0.3805, -0.3572, -0.3205, -0.307, -0.3003, -0.3286, -0.3308, -0.342, -0.299, -0.2537, -0.2546, -0.3156, -0.3088, -0.247, -0.251, -0.2344, -0.2371, -0.2273, -0.2532, -0.2532, -0.2636, -0.2075, -0.1762, -0.1291, -0.091, -0.1013, -0.1268, -0.1291, -0.1336, -0.1605, -0.1963, -0.2035, -0.1434, -0.1497, -0.1708, -0.2039, -0.1735, -0.1892, -0.1744, -0.1425, -0.1515, -0.1528, -0.1358, -0.0291, 0.0, 0.0072, -0.0229, -0.0793, -0.1587, -0.0856, -0.0726, -0.0735, -0.0574, -0.1309, -0.0955, -0.0242, -0.087, -0.1206, -0.1354, -0.1183, -0.1242, -0.1524, -0.1892, -0.1932, -0.2084, -0.2308, -0.2367, -0.2577, -0.2057, -0.3451, -0.3344, -0.3232, -0.3747, -0.3779, -0.3613, -0.3407, -0.3689, -0.416, -0.3958, -0.2609, -0.2501, -0.186, -0.186, -0.1945, -0.2537, -0.2447, -0.2335, -0.2299, -0.2483, -0.2501, -0.2398, -0.3012, -0.2887, -0.2546, -0.2766, -0.2958, -0.3102, -0.3366, -0.3321, -0.3263, -0.3348, -0.3308, -0.3308, -0.3317, -0.3487, -0.3496, -0.3559, -0.3559, -0.329, -0.2573, -0.2595, -0.2613, -0.2425, -0.2053, -0.2084, -0.221, -0.2519, -0.2192, -0.2582, -0.2582, -0.2864, -0.3097, -0.2967, -0.2972, -0.2963, -0.333, -0.3335, -0.3308, -0.3568, -0.3725, -0.3765, -0.4074, -0.4393, -0.4514, -0.4325, -0.4227, -0.3904, -0.3855, -0.3985, -0.3985, -0.3998, -0.3859, -0.3846, -0.407, -0.442, -0.4487, -0.4195, -0.3877, -0.3886, -0.3734, -0.3873, -0.3254, -0.355, -0.3797, -0.3743, -0.4039, -0.3994, -0.4173, -0.407, -0.4048, -0.3944, -0.3922, -0.4039, -0.4339, -0.4527, -0.4608, -0.4527, -0.4693, -0.5007, -0.5137, -0.4859]}
{"unit_id": "reply:2022937471642931207", "ticker_idx": 0, "ts": "2026-02-15T07:34:12+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "this is actually an advantage. The biggest guy has something to lose but the smallest guy can gain big time if their US expansion strategy plays correctly with the back of US government", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long MU: US gov support, domestic fabs, HBM power efficiency, and smallest market share create outsized upside vs Hynix/Samsung.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "Geo: US Government. US Fabs\nTalent: Japan, Singapore & Taiwan \nHBM Power Efficiency which could matter when we enter HBM4E.\nSmallest Market Share. It sounds weird but this is actually an advantage. The biggest guy has something to lose but the smallest guy can gain big time if their US expansion strategy plays correctly with the back of US government.", "reply_text": null, "parent_text": "@TradexWhisperer What does $MU have that SK Hynix and Samsung don’t? Why Micron over the other two?", "quoted_text": null, "parent_author": "The_StockDoc", "ret_m1d": 0.029716392161894145, "ret_signed_m1d": 0.029716392161894145, "alpha_spy_m1d": 0.031327276047151575, "alpha_c_m1d": 0.029201088365555794, "bench_spy_m1d": -0.0016108838852574303, "bench_c_m1d": 0.0005153037963383511, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05295418149160458, "ret_signed_p1d": 0.05295418149160458, "alpha_spy_p1d": 0.047916473941027826, "alpha_c_p1d": 0.04058644105194653, "bench_spy_p1d": 0.005037707550576753, "bench_c_p1d": 0.012367740439658048, "ret_p1w": 0.045600095918206796, "ret_signed_p1w": 0.045600095918206796, "alpha_spy_p1w": 0.039010091880888, "alpha_c_p1w": 0.017011856077951748, "bench_spy_p1w": 0.006590004037318797, "bench_c_p1w": 0.028588239840255047, "ret_p1m": 0.1549602924588891, "ret_signed_p1m": 0.1549602924588891, "alpha_spy_p1m": 0.18632881231745624, "alpha_c_p1m": 0.1889226394104414, "bench_spy_p1m": -0.031368519858567145, "bench_c_p1m": -0.033962346951552314, "ret_p3m": 0.8134083878028087, "ret_signed_p3m": 0.8134083878028087, "alpha_spy_p3m": 0.7279742124972712, "alpha_c_p3m": 0.4481903231583555, "bench_spy_p3m": 0.08543417530553743, "bench_c_p3m": 0.36521806464445317, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.1549602924588891, "alpha_spy_stated": 0.18632881231745624, "alpha_c_stated": 0.1889226394104414, "price_path": [-0.4965, -0.4815, -0.4401, -0.4386, -0.4243, -0.4243, -0.4087, -0.3988, -0.4012, -0.4145, -0.4333, -0.4069, -0.3826, -0.3689, -0.3406, -0.3538, -0.3971, -0.4062, -0.4186, -0.4361, -0.3785, -0.3351, -0.3084, -0.3092, -0.2832, -0.2832, -0.2879, -0.2637, -0.268, -0.2861, -0.2861, -0.211, -0.2192, -0.141, -0.1507, -0.182, -0.1368, -0.1348, -0.1542, -0.1662, -0.158, -0.0926, -0.0926, -0.087, -0.0267, -0.0055, -0.0003, -0.0267, 0.0262, 0.0888, 0.0901, 0.0378, 0.0951, 0.0492, -0.051, -0.0422, -0.0127, -0.0407, -0.0664, 0.0264, 0.0355, 0.0297, 0.0297, 0.0, 0.053, 0.0439, 0.071, 0.053, 0.0456, 0.0731, 0.0395, 0.0315, 0.0322, -0.0503, 0.0025, -0.0068, -0.0737, -0.0262, 0.0083, 0.0473, 0.0139, 0.0659, 0.1051, 0.1549, 0.155, 0.1113, 0.0578, 0.0114, -0.0106, -0.0442, -0.1109, -0.1065, -0.1947, -0.1546, -0.0795, -0.0835, -0.0835, -0.0547, -0.0551, 0.0178, 0.0548, 0.0525, 0.0674, 0.1653, 0.1417, 0.1442, 0.1388, 0.1221, 0.1245, 0.2199, 0.2055, 0.243, 0.3127, 0.2619, 0.2974, 0.2942, 0.3568, 0.4425, 0.6021, 0.6681, 0.6181, 0.8688, 0.9903, 0.9183, 1.011, 0.9419, 0.8134, 0.7055, 0.7485, 0.8318, 0.9071, 0.8793, 0.8793, 1.2419, 1.3233, 1.311, 1.4299, 1.5913, 1.6628, 1.7015, 1.4924, 1.1621, 1.3755, 1.342, 1.2319, 1.4921, 1.4564, 1.7226, 1.5544, 1.6105, 1.8377, 1.8377, 2.0314, 1.632, 1.632, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:1965839623554470218", "ticker_idx": 0, "ts": "2025-09-10T18:07:44+00:00", "symbol": "ANET", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "ANET Unstoppable Climb. That Upper Bollinger Band is Acting like a Magnet. AI Infrastructure Winner!", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish ANET: price magnetically drawn to upper Bollinger Band, named AI infrastructure winner.", "resolved_tickers": ["ANET"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "original", "lang": "en", "tweet_text": "🟦 ANET Unstoppable Climb. That Upper Bollinger Band is Acting like a Magnet. AI Infrastructure Winner!\n\n60% Gains if you followed the last three (D) BLUE candle. Easy Profit 💰\n\n230+ Daily BLUE Candle Alerts. Free Trial:\nhttps://t.co/ZQDP5HCFyq https://t.co/McL4kt5Mqg", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.0584527434132186, "ret_signed_m1d": -0.0584527434132186, "alpha_spy_m1d": -0.05557036513085034, "alpha_c_m1d": -0.04064784744440808, "bench_spy_m1d": -0.0028823782823682587, "bench_c_m1d": -0.01780489596881052, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.015392728547238166, "ret_signed_p1d": 0.015392728547238166, "alpha_spy_p1d": 0.007082342684374909, "alpha_c_p1d": 0.01202425313013622, "bench_spy_p1d": 0.008310385862863257, "bench_c_p1d": 0.003368475417101946, "ret_p1w": -0.05228240989245758, "ret_signed_p1w": -0.05228240989245758, "alpha_spy_p1w": -0.06296934091890416, "alpha_c_p1w": -0.057020510162260396, "bench_spy_p1w": 0.010686931026446578, "bench_c_p1w": 0.004738100269802814, "ret_p1m": 0.049827457842432255, "ret_signed_p1m": 0.049827457842432255, "alpha_spy_p1m": 0.017919285193432666, "alpha_c_p1m": -0.025771155430857506, "bench_spy_p1m": 0.03190817264899959, "bench_c_p1m": 0.07559861327328976, "ret_p3m": -0.1433784529944867, "ret_signed_p3m": -0.1433784529944867, "alpha_spy_p3m": -0.19445927152065778, "alpha_c_p3m": -0.23773153549073556, "bench_spy_p3m": 0.05108081852617108, "bench_c_p3m": 0.09435308249624885, "ret_p6m": -0.07510620509910015, "ret_signed_p6m": -0.07510620509910015, "alpha_spy_p6m": -0.12571525334276823, "alpha_c_p6m": -0.11580987499191597, "bench_spy_p6m": 0.050609048243668076, "bench_c_p6m": 0.04070366989281582, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.049827457842432255, "alpha_spy_stated": 0.017919285193432666, "alpha_c_stated": -0.025771155430857506, "price_path": [-0.3873, -0.3691, -0.405, -0.4013, -0.4013, -0.4277, -0.3899, -0.3699, -0.361, -0.326, -0.3406, -0.3212, -0.3437, -0.329, -0.3198, -0.3198, -0.3268, -0.314, -0.2949, -0.2948, -0.2797, -0.281, -0.2876, -0.2814, -0.257, -0.2584, -0.2595, -0.2716, -0.25, -0.2434, -0.2418, -0.2201, -0.213, -0.19, -0.1825, -0.2199, -0.2015, -0.2163, -0.0792, -0.0759, -0.0766, -0.0867, -0.0628, -0.0843, -0.0945, -0.089, -0.0841, -0.119, -0.1277, -0.124, -0.1159, -0.1173, -0.1091, -0.1158, -0.0961, -0.094, -0.094, -0.0985, -0.0885, -0.0634, -0.0522, -0.0711, -0.0585, 0.0, 0.0154, -0.0752, -0.0351, -0.0568, -0.0523, -0.0269, -0.0074, -0.0353, -0.044, -0.0536, -0.0508, -0.0545, -0.0488, -0.0332, -0.0096, -0.0415, -0.0346, -0.0081, -0.036, 0.0441, 0.0498, 0.0224, -0.0217, -0.0792, -0.0487, -0.0313, -0.0506, -0.0281, -0.0317, -0.0274, 0.0135, 0.0206, 0.0404, 0.0401, 0.075, 0.0512, 0.0462, 0.0456, 0.0188, -0.0683, -0.1108, -0.1066, -0.0893, -0.1048, -0.1044, -0.1355, -0.1284, -0.1557, -0.1809, -0.1719, -0.2065, -0.2209, -0.1894, -0.1704, -0.1531, -0.1531, -0.133, -0.15, -0.1559, -0.1521, -0.1471, -0.1468, -0.1434, -0.1372, -0.1218, -0.1083, -0.1722, -0.1647, -0.1632, -0.1882, -0.1732, -0.13, -0.1326, -0.1287, -0.1324, -0.1324, -0.1253, -0.1099, -0.1213, -0.1306, -0.1306, -0.1136, -0.0898, -0.1204, -0.1369, -0.1791, -0.1846, -0.1811, -0.1379, -0.1701, -0.1336, -0.1386, -0.1386, -0.1539, -0.1555, -0.0817, -0.0954, -0.0464, -0.0267, -0.0038, -0.0171, -0.0596, -0.0819, -0.0752, -0.1356, -0.1463, -0.0878, -0.0596, -0.0482, -0.0667, -0.1035, -0.0606, -0.0606, -0.054, -0.0742, -0.0895, -0.119, -0.1545, -0.1456, -0.1183, -0.1358, -0.1143, -0.1421, -0.1733, -0.1054, -0.0751]}
{"unit_id": "quote:2022927975356993582", "ticker_idx": 0, "ts": "2026-02-15T06:56:28+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU Buckle Up. Tectonic Shift Incoming", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish MU on cheap valuation, HBM ramp, and surging DRAM/NAND prices; tectonic shift incoming.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU Buckle Up. Tectonic Shift Incoming https://t.co/XuqCNMMALt", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": 0.029716392161894145, "ret_signed_m1d": 0.029716392161894145, "alpha_spy_m1d": 0.031327276047151575, "alpha_c_m1d": 0.029201088365555794, "bench_spy_m1d": -0.0016108838852574303, "bench_c_m1d": 0.0005153037963383511, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05295418149160458, "ret_signed_p1d": 0.05295418149160458, "alpha_spy_p1d": 0.047916473941027826, "alpha_c_p1d": 0.04058644105194653, "bench_spy_p1d": 0.005037707550576753, "bench_c_p1d": 0.012367740439658048, "ret_p1w": 0.045600095918206796, "ret_signed_p1w": 0.045600095918206796, "alpha_spy_p1w": 0.039010091880888, "alpha_c_p1w": 0.017011856077951748, "bench_spy_p1w": 0.006590004037318797, "bench_c_p1w": 0.028588239840255047, "ret_p1m": 0.1549602924588891, "ret_signed_p1m": 0.1549602924588891, "alpha_spy_p1m": 0.18632881231745624, "alpha_c_p1m": 0.1889226394104414, "bench_spy_p1m": -0.031368519858567145, "bench_c_p1m": -0.033962346951552314, "ret_p3m": 0.8134083878028087, "ret_signed_p3m": 0.8134083878028087, "alpha_spy_p3m": 0.7279742124972712, "alpha_c_p3m": 0.4481903231583555, "bench_spy_p3m": 0.08543417530553743, "bench_c_p3m": 0.36521806464445317, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.1549602924588891, "alpha_spy_stated": 0.18632881231745624, "alpha_c_stated": 0.1889226394104414, "price_path": [-0.4965, -0.4815, -0.4401, -0.4386, -0.4243, -0.4243, -0.4087, -0.3988, -0.4012, -0.4145, -0.4333, -0.4069, -0.3826, -0.3689, -0.3406, -0.3538, -0.3971, -0.4062, -0.4186, -0.4361, -0.3785, -0.3351, -0.3084, -0.3092, -0.2832, -0.2832, -0.2879, -0.2637, -0.268, -0.2861, -0.2861, -0.211, -0.2192, -0.141, -0.1507, -0.182, -0.1368, -0.1348, -0.1542, -0.1662, -0.158, -0.0926, -0.0926, -0.087, -0.0267, -0.0055, -0.0003, -0.0267, 0.0262, 0.0888, 0.0901, 0.0378, 0.0951, 0.0492, -0.051, -0.0422, -0.0127, -0.0407, -0.0664, 0.0264, 0.0355, 0.0297, 0.0297, 0.0, 0.053, 0.0439, 0.071, 0.053, 0.0456, 0.0731, 0.0395, 0.0315, 0.0322, -0.0503, 0.0025, -0.0068, -0.0737, -0.0262, 0.0083, 0.0473, 0.0139, 0.0659, 0.1051, 0.1549, 0.155, 0.1113, 0.0578, 0.0114, -0.0106, -0.0442, -0.1109, -0.1065, -0.1947, -0.1546, -0.0795, -0.0835, -0.0835, -0.0547, -0.0551, 0.0178, 0.0548, 0.0525, 0.0674, 0.1653, 0.1417, 0.1442, 0.1388, 0.1221, 0.1245, 0.2199, 0.2055, 0.243, 0.3127, 0.2619, 0.2974, 0.2942, 0.3568, 0.4425, 0.6021, 0.6681, 0.6181, 0.8688, 0.9903, 0.9183, 1.011, 0.9419, 0.8134, 0.7055, 0.7485, 0.8318, 0.9071, 0.8793, 0.8793, 1.2419, 1.3233, 1.311, 1.4299, 1.5913, 1.6628, 1.7015, 1.4924, 1.1621, 1.3755, 1.342, 1.2319, 1.4921, 1.4564, 1.7226, 1.5544, 1.6105, 1.8377, 1.8377, 2.0314, 1.632, 1.632, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2004205504193597474", "ticker_idx": 0, "ts": "2025-12-25T15:00:03+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU price target raised to $500 from $300 at Rosenblatt. The era of cyclical consumer DRAM is over. HBM is feasting on DRAM to fuel the Artificial Intelligence Revolution.", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Shares/endorses Rosenblatt's MU PT raise to $500; author adds own bullish thesis on HBM displacing cyclical DRAM.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "🔥 $MU price target raised to $500 from $300 at Rosenblatt\n\nThe era of cyclical consumer DRAM is over.\nHBM is feasting on DRAM to fuel the Artificial Intelligence Revolution. https://t.co/OO8302qekK", "reply_text": null, "parent_text": null, "quoted_text": "Here's the P/E and P/S Ratio of $MU that enables AI GPUs with super fast High Bandwith Memory Cubes. Their HBM sales grew 50% sequentially and DRAM/NAND prices have bottomed. Micron intends to take at least 27% of the whole HBM market.\n\nForward P/E ratio: 10.41\nForward P/S ratio https://t.co/TSLBx04ENf", "parent_author": null, "ret_m1d": 0.006636413856977885, "ret_signed_m1d": 0.006636413856977885, "alpha_spy_m1d": 0.006534993906562647, "alpha_c_m1d": 0.011255590567992635, "bench_spy_m1d": 0.00010141995041523799, "bench_c_m1d": -0.00461917671101475, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.034056450056964005, "ret_signed_p1d": 0.034056450056964005, "alpha_spy_p1d": 0.03762010356445877, "alpha_c_p1d": 0.03856635538290132, "bench_spy_p1d": -0.0035636535074947684, "bench_c_p1d": -0.004509905325937313, "ret_p1w": 0.10800045000634362, "ret_signed_p1w": 0.10800045000634362, "alpha_spy_p1w": 0.11834368498454673, "alpha_c_p1w": 0.08766479500363267, "bench_spy_p1w": -0.010343234978203109, "bench_c_p1w": 0.02033565500271095, "ret_p1m": 0.3667867005322536, "ret_signed_p1m": 0.3667867005322536, "alpha_spy_p1m": 0.363281001282139, "alpha_c_p1m": 0.2766975317454996, "bench_spy_p1m": 0.003505699250114569, "bench_c_p1m": 0.09008916878675399, "ret_p3m": 0.34219732863965424, "ret_signed_p3m": 0.34219732863965424, "alpha_spy_p3m": 0.3881132779001686, "alpha_c_p3m": 0.2515615526877002, "bench_spy_p3m": -0.045915949260514344, "bench_c_p3m": 0.09063577595195405, "ret_p6m": 3.2570964745606457, "ret_signed_p6m": 3.2570964745606457, "alpha_spy_p6m": 3.173024224445715, "alpha_c_p6m": 2.428774165681303, "bench_spy_p6m": 0.08407225011493069, "bench_c_p6m": 0.8283223088793428, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.3667867005322536, "alpha_spy_stated": 0.363281001282139, "alpha_c_stated": 0.2766975317454996, "price_path": [-0.4128, -0.3608, -0.3552, -0.3405, -0.3295, -0.348, -0.3099, -0.3247, -0.3623, -0.3231, -0.3432, -0.326, -0.2888, -0.2894, -0.274, -0.2897, -0.3031, -0.2742, -0.2309, -0.2271, -0.2208, -0.2042, -0.2134, -0.2143, -0.1759, -0.2344, -0.1661, -0.1631, -0.1646, -0.1106, -0.1534, -0.1401, -0.168, -0.1333, -0.1504, -0.1977, -0.2067, -0.2929, -0.2718, -0.2137, -0.2116, -0.1915, -0.1915, -0.1696, -0.1557, -0.1591, -0.1778, -0.2042, -0.167, -0.133, -0.1137, -0.074, -0.0925, -0.1533, -0.1661, -0.1836, -0.2081, -0.1273, -0.0663, -0.0288, -0.0299, 0.0066, 0.0066, 0.0, 0.0341, 0.0279, 0.0026, 0.0026, 0.108, 0.0965, 0.2064, 0.1928, 0.1487, 0.2122, 0.215, 0.1878, 0.171, 0.1825, 0.2743, 0.2743, 0.2822, 0.3669, 0.3966, 0.4039, 0.3668, 0.4411, 0.529, 0.5308, 0.4574, 0.5379, 0.4734, 0.3327, 0.345, 0.3865, 0.3472, 0.3111, 0.4414, 0.4542, 0.4461, 0.4461, 0.4043, 0.4787, 0.4661, 0.5041, 0.4788, 0.4684, 0.507, 0.4598, 0.4486, 0.4496, 0.3337, 0.4078, 0.3947, 0.3008, 0.3676, 0.416, 0.4708, 0.4239, 0.4969, 0.5519, 0.6218, 0.622, 0.5606, 0.4856, 0.4204, 0.3894, 0.3422, 0.2487, 0.2548, 0.1309, 0.1873, 0.2927, 0.2871, 0.2871, 0.3275, 0.3269, 0.4294, 0.4813, 0.4781, 0.499, 0.6364, 0.6033, 0.6068, 0.5992, 0.5759, 0.5792, 0.7131, 0.6929, 0.7456, 0.8434, 0.7722, 0.822, 0.8174, 0.9055, 1.0258, 1.2498, 1.3426, 1.2724, 1.6245, 1.795, 1.694, 1.8242, 1.7271, 1.5466, 1.3951, 1.4555, 1.5724, 1.6782, 1.6392, 1.6392, 2.1483, 2.2627, 2.2455, 2.4123, 2.639, 2.7395, 2.7939, 2.5002, 2.0364, 2.336, 2.289, 2.1343, 2.4997, 2.4496, 2.8235, 2.5872, 2.666, 2.9851, 2.9851, 3.2571]}
{"unit_id": "quote:2020369702044991673", "ticker_idx": 0, "ts": "2026-02-08T05:30:48+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Bullish Margin Inversion — DDR5, DDR6 & NAND have taken the crown and the full portfolio is now running the show", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish MU and SNDK on margin inversion: DDR5/DDR6 and NAND enterprise margins now exceeding HBM, full portfolio driving upside.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU HBM? Not margin king anymore.\n\nDDR5, DDR6 & NAND have taken the crown and the full portfolio is now running the show.\n\nBullish Margin Inversion 👇", "reply_text": null, "parent_text": null, "quoted_text": "Margin Inversion.\n\nMy sources indicated that DDR5 margins have now indeed surpassed those of HBM.\n\nBut that's not all. NAND margins are also exceeding HBM levels for certain high-value enterprise grade products.\n\nGo $MU $SNDK", "parent_author": null, "ret_m1d": 0.029178622415872324, "ret_signed_m1d": 0.029178622415872324, "alpha_spy_m1d": 0.033977211646554206, "alpha_c_m1d": 0.04147420848508743, "bench_spy_m1d": -0.004798589230681882, "bench_c_m1d": -0.012295586069215103, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.02672751304786447, "ret_signed_p1d": -0.02672751304786447, "alpha_spy_p1d": -0.024090455277165024, "alpha_c_p1d": -0.022079820537778017, "bench_spy_p1d": -0.002637057770699447, "bench_c_p1d": -0.004647692510086454, "ret_p1w": 0.07342899206456432, "ret_signed_p1w": 0.07342899206456432, "alpha_spy_p1w": 0.09100949509677403, "alpha_c_p1w": 0.0707977186346398, "bench_spy_p1w": -0.017580503032209704, "bench_c_p1w": 0.00263127342992453, "ret_p1m": 0.0511342381423634, "ret_signed_p1m": 0.0511342381423634, "alpha_spy_p1m": 0.07530022352784305, "alpha_c_p1m": 0.07405322858649266, "bench_spy_p1m": -0.02416598538547965, "bench_c_p1m": -0.02291899044412926, "ret_p3m": 0.6868361280257833, "ret_signed_p3m": 0.6868361280257833, "alpha_spy_p3m": 0.6297311477674641, "alpha_c_p3m": 0.3586669808662146, "bench_spy_p3m": 0.05710498025831923, "bench_c_p3m": 0.3281691471595687, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.0511342381423634, "alpha_spy_stated": 0.07530022352784305, "alpha_c_stated": 0.07405322858649266, "price_path": [-0.3617, -0.3824, -0.3566, -0.3694, -0.4044, -0.4111, -0.4751, -0.4595, -0.4163, -0.4148, -0.3998, -0.3998, -0.3836, -0.3732, -0.3758, -0.3897, -0.4092, -0.3817, -0.3564, -0.3421, -0.3126, -0.3263, -0.3715, -0.381, -0.394, -0.4122, -0.3522, -0.3069, -0.2791, -0.2799, -0.2528, -0.2528, -0.2577, -0.2324, -0.2369, -0.2558, -0.2558, -0.1775, -0.186, -0.1045, -0.1146, -0.1473, -0.1002, -0.0981, -0.1183, -0.1308, -0.1222, -0.0541, -0.0541, -0.0482, 0.0146, 0.0367, 0.0421, 0.0146, 0.0697, 0.135, 0.1363, 0.0818, 0.1416, 0.0937, -0.0107, -0.0016, 0.0292, 0.0, -0.0267, 0.07, 0.0795, 0.0734, 0.0734, 0.0425, 0.0977, 0.0883, 0.1165, 0.0977, 0.09, 0.1186, 0.0836, 0.0753, 0.0761, -0.01, 0.045, 0.0353, -0.0344, 0.0152, 0.0511, 0.0918, 0.057, 0.1112, 0.152, 0.2039, 0.204, 0.1585, 0.1027, 0.0544, 0.0314, -0.0037, -0.0731, -0.0685, -0.1605, -0.1187, -0.0404, -0.0446, -0.0446, -0.0146, -0.015, 0.061, 0.0996, 0.0972, 0.1127, 0.2147, 0.1901, 0.1928, 0.1871, 0.1698, 0.1723, 0.2717, 0.2566, 0.2958, 0.3684, 0.3155, 0.3525, 0.3491, 0.4144, 0.5038, 0.6701, 0.7389, 0.6868, 0.9482, 1.0747, 0.9997, 1.0964, 1.0243, 0.8904, 0.7779, 0.8228, 0.9095, 0.9881, 0.9591, 0.9591, 1.337, 1.4219, 1.4091, 1.533, 1.7013, 1.7759, 1.8162, 1.5982, 1.2539, 1.4763, 1.4414, 1.3266, 1.5979, 1.5607, 1.8382, 1.6628, 1.7213, 1.9582, 1.9582, 2.1601, 1.7437, 1.7437, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2020369702044991673", "ticker_idx": 1, "ts": "2026-02-08T05:30:48+00:00", "symbol": "SNDK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Go $MU $SNDK", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish MU and SNDK on margin inversion: DDR5/DDR6 and NAND enterprise margins now exceeding HBM, full portfolio driving upside.", "resolved_tickers": ["SNDK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU HBM? Not margin king anymore.\n\nDDR5, DDR6 & NAND have taken the crown and the full portfolio is now running the show.\n\nBullish Margin Inversion 👇", "reply_text": null, "parent_text": null, "quoted_text": "Margin Inversion.\n\nMy sources indicated that DDR5 margins have now indeed surpassed those of HBM.\n\nBut that's not all. NAND margins are also exceeding HBM levels for certain high-value enterprise grade products.\n\nGo $MU $SNDK", "parent_author": null, "ret_m1d": 0.024939984888725508, "ret_signed_m1d": 0.024939984888725508, "alpha_spy_m1d": 0.02973857411940739, "alpha_c_m1d": 0.04042653515231032, "bench_spy_m1d": -0.004798589230681882, "bench_c_m1d": -0.015486550263584808, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.07158040455614767, "ret_signed_p1d": -0.07158040455614767, "alpha_spy_p1d": -0.06894334678544822, "alpha_c_p1d": -0.06599969359997038, "bench_spy_p1d": -0.002637057770699447, "bench_c_p1d": -0.005580710956177293, "ret_p1w": 0.07398006742951191, "ret_signed_p1w": 0.07398006742951191, "alpha_spy_p1w": 0.09156057046172161, "alpha_c_p1w": 0.10041890032562673, "bench_spy_p1w": -0.017580503032209704, "bench_c_p1w": -0.026438832896114817, "ret_p1m": 0.060833028366804376, "ret_signed_p1m": 0.060833028366804376, "alpha_spy_p1m": 0.08499901375228403, "alpha_c_p1m": 0.08587671019980347, "bench_spy_p1m": -0.02416598538547965, "bench_c_p1m": -0.0250436818329991, "ret_p3m": 1.2968116298645822, "ret_signed_p3m": 1.2968116298645822, "alpha_spy_p3m": 1.239706649606263, "alpha_c_p3m": 1.1115937222070436, "bench_spy_p3m": 0.05710498025831923, "bench_c_p3m": 0.18521790765753865, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.060833028366804376, "alpha_spy_stated": 0.08499901375228403, "alpha_c_stated": 0.08587671019980347, "price_path": [-0.5147, -0.5825, -0.5643, -0.5443, -0.5802, -0.5784, -0.6641, -0.6567, -0.611, -0.622, -0.6314, -0.6314, -0.6173, -0.6397, -0.648, -0.6668, -0.6344, -0.6084, -0.6135, -0.6238, -0.6009, -0.5859, -0.6466, -0.654, -0.6412, -0.6455, -0.6238, -0.5927, -0.5868, -0.5802, -0.5713, -0.5713, -0.5714, -0.5813, -0.5882, -0.5931, -0.5931, -0.5282, -0.5302, -0.4007, -0.394, -0.4266, -0.3531, -0.3328, -0.3318, -0.3353, -0.2985, -0.291, -0.291, -0.2233, -0.1407, -0.1371, -0.1878, -0.193, -0.1748, -0.0956, -0.0756, -0.0123, 0.1403, 0.1922, 0.002, -0.0123, 0.0249, 0.0, -0.0716, 0.0273, 0.0804, 0.074, 0.074, 0.0123, 0.0291, 0.0646, 0.1141, 0.1424, 0.0945, 0.084, 0.1174, 0.0891, 0.0612, -0.0308, 0.0268, -0.0305, -0.0961, 0.0091, 0.0608, 0.1235, 0.0607, 0.1341, 0.2061, 0.2344, 0.2919, 0.3234, 0.2165, 0.2041, 0.2041, 0.1619, 0.0339, 0.0556, -0.0187, 0.089, 0.1874, 0.2026, 0.2026, 0.2421, 0.2184, 0.3385, 0.4597, 0.46, 0.6327, 0.6189, 0.5285, 0.5761, 0.5787, 0.565, 0.5487, 0.6782, 0.5983, 0.6968, 0.8344, 0.7181, 0.8242, 0.8795, 1.0346, 1.1527, 1.4106, 1.4168, 1.2968, 1.678, 1.6527, 1.4889, 1.4807, 1.3701, 1.4128, 1.2849, 1.3711, 1.387, 1.6435, 1.5346, 1.5346, 1.7246, 1.7253, 1.8139, 1.9053, 2.0192, 1.942, 2.1394, 2.0162, 1.6728, 1.8145, 1.8223, 1.8166, 2.2251, 2.3941, 2.6131, 2.4137, 2.3576, 2.7449, 2.7449, 2.8974, 2.3658, 2.3658, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2016007997953343513", "ticker_idx": 0, "ts": "2026-01-27T04:38:56+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "growth is guaranteed with this name", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish MU: new $24B Singapore plant signals guaranteed growth; low forward P/E relative to peers.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU Micron announces $24B memory plant in Singapore.\n\nUnlike what the reports say, I have feeling that this plant will not be exclusively for NAND.\n\nAnyhow, growth is guaranteed with this name. https://t.co/co9iUZovNd", "reply_text": null, "parent_text": null, "quoted_text": "$MU Micron is now the 18th largest company in the US, bigger than $AMD $COST $PLTR\n\nYet it trades at one of the lowest forward P/Es:\n\nPalantir: 168x\nCostco: 48x\nAMD: 38x\nOracle: 24x\nMicron: 11x\n\nAI Inference demands near-infinite context in the decade ahead. We're so early. https://t.co/M5AFvSzFL1", "parent_author": null, "ret_m1d": -0.05155517571166213, "ret_signed_m1d": -0.05155517571166213, "alpha_spy_m1d": -0.047586820914981676, "alpha_c_m1d": -0.03085537785830117, "bench_spy_m1d": -0.003968354796680451, "bench_c_m1d": -0.020699797853360957, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.06103750519364337, "ret_signed_p1d": 0.06103750519364337, "alpha_spy_p1d": 0.06113816977396824, "alpha_c_p1d": 0.03800495790619718, "bench_spy_p1d": -0.0001006645803248718, "bench_c_p1d": 0.023032547287446192, "ret_p1w": 0.02242597155829551, "ret_signed_p1w": 0.02242597155829551, "alpha_spy_p1w": 0.030995429942269892, "alpha_c_p1w": 0.04592506873255886, "bench_spy_p1w": -0.008569458383974382, "bench_c_p1w": -0.02349909717426335, "ret_p1m": 0.04572936464931909, "ret_signed_p1m": 0.04572936464931909, "alpha_spy_p1m": 0.04909382018892361, "alpha_c_p1m": -0.0007040390636565697, "bench_spy_p1m": -0.003364455539604516, "bench_c_p1m": 0.04643340371297566, "ret_p3m": 0.2113121292028881, "ret_signed_p3m": 0.2113121292028881, "alpha_spy_p3m": 0.18198053495825528, "alpha_c_p3m": -0.032248343335862684, "bench_spy_p3m": 0.02933159424463283, "bench_c_p3m": 0.2435604725387508, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.04572936464931909, "alpha_spy_stated": 0.04909382018892361, "alpha_c_stated": -0.0007040390636565697, "price_path": [-0.4542, -0.4548, -0.4281, -0.4687, -0.4213, -0.4193, -0.4203, -0.3828, -0.4125, -0.4033, -0.4226, -0.3986, -0.4105, -0.4432, -0.4495, -0.5093, -0.4947, -0.4544, -0.4529, -0.4389, -0.4389, -0.4238, -0.4141, -0.4165, -0.4294, -0.4477, -0.422, -0.3984, -0.385, -0.3574, -0.3702, -0.4124, -0.4213, -0.4335, -0.4505, -0.3944, -0.3521, -0.3261, -0.3268, -0.3015, -0.3015, -0.3061, -0.2824, -0.2867, -0.3043, -0.3043, -0.2311, -0.2391, -0.1629, -0.1723, -0.2029, -0.1588, -0.1569, -0.1758, -0.1874, -0.1794, -0.1158, -0.1158, -0.1103, -0.0515, -0.0309, -0.0258, -0.0516, 0.0, 0.061, 0.0623, 0.0113, 0.0672, 0.0224, -0.0752, -0.0667, -0.0379, -0.0652, -0.0902, 0.0002, 0.0091, 0.0035, 0.0035, -0.0255, 0.0261, 0.0173, 0.0437, 0.0262, 0.0189, 0.0457, 0.013, 0.0052, 0.0059, -0.0745, -0.0231, -0.0322, -0.0974, -0.051, -0.0174, 0.0206, -0.0119, 0.0387, 0.0769, 0.1254, 0.1255, 0.083, 0.0309, -0.0144, -0.0359, -0.0686, -0.1335, -0.1292, -0.2153, -0.1761, -0.103, -0.1069, -0.1069, -0.0788, -0.0792, -0.0081, 0.0279, 0.0257, 0.0402, 0.1356, 0.1126, 0.115, 0.1097, 0.0935, 0.0959, 0.1888, 0.1747, 0.2113, 0.2792, 0.2298, 0.2643, 0.2612, 0.3222, 0.4057, 0.5612, 0.6256, 0.5769, 0.8212, 0.9395, 0.8694, 0.9597, 0.8924, 0.7672, 0.662, 0.704, 0.785, 0.8585, 0.8314, 0.8314, 1.1847, 1.264, 1.2521, 1.3679, 1.5252, 1.5949, 1.6327, 1.4289, 1.107, 1.3149, 1.2823, 1.175, 1.4286, 1.3938, 1.6532, 1.4892, 1.5439, 1.7654, 1.7654, 1.9541, 1.5649, 1.5649, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:1995033950876832138", "ticker_idx": 0, "ts": "2025-11-30T07:35:34+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$IREN resting on $48 volume node. Next? $62 volume node. (D) BLUE candle launching incoming", "tweet_type": "prediction", "timeline": "days", "summary": "IREN support at $48 volume node with next target at $62; bullish breakout candle expected.", "resolved_tickers": ["IREN"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "original", "lang": "en", "tweet_text": "���� $IREN resting on $48 volume node. Next? $62 volume node. (D) BLUE candle launching incoming 💰💵\n\n250+ Daily BLUE Candle Alerts. Free Trial:\nhttps://t.co/ZQDP5HCFyq https://t.co/qYl90q4Iw4", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.014023515810224318, "ret_signed_m1d": -0.014023515810224318, "alpha_spy_m1d": -0.018609925227371815, "alpha_c_m1d": -0.022342695478004715, "bench_spy_m1d": 0.004586409417147497, "bench_c_m1d": 0.008319179667780396, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.15199015243290592, "ret_signed_p1d": -0.15199015243290592, "alpha_spy_p1d": -0.15384233883881304, "alpha_c_p1d": -0.1510447496274322, "bench_spy_p1d": 0.0018521864059071191, "bench_c_p1d": -0.0009454028054737273, "ret_p1w": -0.04433906891023409, "ret_signed_p1w": -0.04433906891023409, "alpha_spy_p1w": -0.0492782929695148, "alpha_c_p1w": -0.05549423798220254, "bench_spy_p1w": 0.004939224059280711, "bench_c_p1w": 0.011155169071968452, "ret_p1m": -0.21014646501716616, "ret_signed_p1m": -0.21014646501716616, "alpha_spy_p1m": -0.2230384025060107, "alpha_c_p1m": -0.2570902040597104, "bench_spy_p1m": 0.01289193748884454, "bench_c_p1m": 0.04694373904254423, "ret_p3m": -0.08764693447901695, "ret_signed_p3m": -0.08764693447901695, "alpha_spy_p3m": -0.10391512716249163, "alpha_c_p3m": -0.08374238439037174, "bench_spy_p3m": 0.01626819268347468, "bench_c_p3m": -0.003904550088645209, "ret_p6m": 0.23283144380346932, "ret_signed_p6m": 0.23283144380346932, "alpha_spy_p6m": 0.12317810047311806, "alpha_c_p6m": 0.24401172627814693, "bench_spy_p6m": 0.10965334333035126, "bench_c_p6m": -0.011180282474677616, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": -0.04433906891023409, "alpha_spy_stated": -0.0492782929695148, "alpha_c_stated": -0.05549423798220254, "price_path": [-0.4182, -0.4611, -0.4607, -0.4599, -0.3774, -0.3065, -0.3225, -0.2996, -0.2341, -0.2483, -0.2184, -0.251, -0.2031, -0.1359, -0.1386, -0.0278, -0.0454, -0.1367, -0.0528, -0.0322, -0.0291, -0.0303, 0.0406, 0.191, 0.272, 0.2392, 0.3168, 0.2326, 0.3227, 0.4345, 0.4019, 0.2751, 0.2522, 0.2213, 0.1383, 0.0689, 0.152, 0.2972, 0.3403, 0.2873, 0.246, 0.2007, 0.2528, 0.3972, 0.3741, 0.5758, 0.3809, 0.2865, 0.2409, 0.1833, 0.1487, 0.0033, -0.0437, -0.0223, 0.0074, -0.0549, -0.1035, -0.1285, 0.0, -0.021, -0.0008, -0.0008, -0.014, 0.0, -0.152, -0.0934, -0.0421, -0.078, -0.0443, -0.034, -0.0942, -0.0938, -0.1724, -0.2683, -0.2454, -0.3034, -0.2617, -0.1767, -0.133, -0.1324, -0.1343, -0.1343, -0.1689, -0.1873, -0.2101, -0.2211, -0.2211, -0.1194, -0.0052, -0.0532, -0.1003, -0.058, -0.0507, 0.0379, 0.0928, 0.0905, 0.0701, 0.1924, 0.1924, 0.119, 0.1029, 0.0777, 0.1689, 0.0798, 0.2372, 0.298, 0.2341, 0.1083, 0.0947, 0.1217, -0.0732, -0.1794, -0.1373, -0.0483, -0.1147, -0.12, -0.1745, -0.1293, -0.1293, -0.1551, -0.1322, -0.1072, -0.1755, -0.1264, -0.0627, -0.092, -0.0876, -0.1555, -0.1464, -0.1988, -0.0959, -0.1725, -0.2431, -0.199, -0.2139, -0.1343, -0.1468, -0.1425, -0.0732, -0.114, -0.1295, -0.1409, -0.1485, -0.1305, -0.152, -0.1456, -0.2277, -0.2763, -0.3479, -0.2931, -0.297, -0.2829, -0.2829, -0.2755, -0.2629, -0.2405, -0.2357, -0.1891, -0.1118, -0.0231, 0.0068, -0.0163, -0.0076, 0.0047, -0.0685, -0.0021, 0.0728, 0.0443, -0.0027, -0.0835, -0.1161, -0.0615, -0.0584, 0.0204, 0.1289, 0.2576, 0.1724, 0.2621, 0.1373, 0.1664, 0.1378, 0.2044, 0.0918, 0.0406, -0.0155, 0.087, 0.1974, 0.172, 0.172, 0.2328]}
{"unit_id": "reply:2022711243899900013", "ticker_idx": 0, "ts": "2026-02-14T16:35:15+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I am bullish for both", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish both MU and SNDK at current prices.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@JeffBro52400644 Good question but unfortunately, I can only speak of $MU and $SNDK. I am bullish for both.\n\nNAND outperforms HDD but if the hyperscalers decided that they need more density than NAND at the expense of the performance... then so be it.", "reply_text": null, "parent_text": "@TradexWhisperer SNDK, WD, MU, or STX?\nWhich are better investments at these prices?", "quoted_text": null, "parent_author": "JeffBro52400644", "ret_m1d": 0.029716392161894145, "ret_signed_m1d": 0.029716392161894145, "alpha_spy_m1d": 0.031327276047151575, "alpha_c_m1d": 0.029201088365555794, "bench_spy_m1d": -0.0016108838852574303, "bench_c_m1d": 0.0005153037963383511, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05295418149160458, "ret_signed_p1d": 0.05295418149160458, "alpha_spy_p1d": 0.047916473941027826, "alpha_c_p1d": 0.04058644105194653, "bench_spy_p1d": 0.005037707550576753, "bench_c_p1d": 0.012367740439658048, "ret_p1w": 0.045600095918206796, "ret_signed_p1w": 0.045600095918206796, "alpha_spy_p1w": 0.039010091880888, "alpha_c_p1w": 0.017011856077951748, "bench_spy_p1w": 0.006590004037318797, "bench_c_p1w": 0.028588239840255047, "ret_p1m": 0.1549602924588891, "ret_signed_p1m": 0.1549602924588891, "alpha_spy_p1m": 0.18632881231745624, "alpha_c_p1m": 0.1889226394104414, "bench_spy_p1m": -0.031368519858567145, "bench_c_p1m": -0.033962346951552314, "ret_p3m": 0.8134083878028087, "ret_signed_p3m": 0.8134083878028087, "alpha_spy_p3m": 0.7279742124972712, "alpha_c_p3m": 0.4481903231583555, "bench_spy_p3m": 0.08543417530553743, "bench_c_p3m": 0.36521806464445317, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.1549602924588891, "alpha_spy_stated": 0.18632881231745624, "alpha_c_stated": 0.1889226394104414, "price_path": [-0.4965, -0.4815, -0.4401, -0.4386, -0.4243, -0.4243, -0.4087, -0.3988, -0.4012, -0.4145, -0.4333, -0.4069, -0.3826, -0.3689, -0.3406, -0.3538, -0.3971, -0.4062, -0.4186, -0.4361, -0.3785, -0.3351, -0.3084, -0.3092, -0.2832, -0.2832, -0.2879, -0.2637, -0.268, -0.2861, -0.2861, -0.211, -0.2192, -0.141, -0.1507, -0.182, -0.1368, -0.1348, -0.1542, -0.1662, -0.158, -0.0926, -0.0926, -0.087, -0.0267, -0.0055, -0.0003, -0.0267, 0.0262, 0.0888, 0.0901, 0.0378, 0.0951, 0.0492, -0.051, -0.0422, -0.0127, -0.0407, -0.0664, 0.0264, 0.0355, 0.0297, 0.0297, 0.0, 0.053, 0.0439, 0.071, 0.053, 0.0456, 0.0731, 0.0395, 0.0315, 0.0322, -0.0503, 0.0025, -0.0068, -0.0737, -0.0262, 0.0083, 0.0473, 0.0139, 0.0659, 0.1051, 0.1549, 0.155, 0.1113, 0.0578, 0.0114, -0.0106, -0.0442, -0.1109, -0.1065, -0.1947, -0.1546, -0.0795, -0.0835, -0.0835, -0.0547, -0.0551, 0.0178, 0.0548, 0.0525, 0.0674, 0.1653, 0.1417, 0.1442, 0.1388, 0.1221, 0.1245, 0.2199, 0.2055, 0.243, 0.3127, 0.2619, 0.2974, 0.2942, 0.3568, 0.4425, 0.6021, 0.6681, 0.6181, 0.8688, 0.9903, 0.9183, 1.011, 0.9419, 0.8134, 0.7055, 0.7485, 0.8318, 0.9071, 0.8793, 0.8793, 1.2419, 1.3233, 1.311, 1.4299, 1.5913, 1.6628, 1.7015, 1.4924, 1.1621, 1.3755, 1.342, 1.2319, 1.4921, 1.4564, 1.7226, 1.5544, 1.6105, 1.8377, 1.8377, 2.0314, 1.632, 1.632, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2022711243899900013", "ticker_idx": 1, "ts": "2026-02-14T16:35:15+00:00", "symbol": "SNDK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I am bullish for both", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish both MU and SNDK at current prices.", "resolved_tickers": ["SNDK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@JeffBro52400644 Good question but unfortunately, I can only speak of $MU and $SNDK. I am bullish for both.\n\nNAND outperforms HDD but if the hyperscalers decided that they need more density than NAND at the expense of the performance... then so be it.", "reply_text": null, "parent_text": "@TradexWhisperer SNDK, WD, MU, or STX?\nWhich are better investments at these prices?", "quoted_text": null, "parent_author": "JeffBro52400644", "ret_m1d": 0.06090514412280745, "ret_signed_m1d": 0.06090514412280745, "alpha_spy_m1d": 0.06251602800806488, "alpha_c_m1d": 0.060331490054962966, "bench_spy_m1d": -0.0016108838852574303, "bench_c_m1d": 0.0005736540678444868, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.016610503246771602, "ret_signed_p1d": 0.016610503246771602, "alpha_spy_p1d": 0.011572795696194849, "alpha_c_p1d": 0.006357985792598164, "bench_spy_p1d": 0.005037707550576753, "bench_c_p1d": 0.010252517454173438, "ret_p1w": 0.08115611591170824, "ret_signed_p1w": 0.08115611591170824, "alpha_spy_p1w": 0.07456611187438944, "alpha_c_p1w": 0.0751335706817553, "bench_spy_p1w": 0.006590004037318797, "bench_c_p1w": 0.006022545229952936, "ret_p1m": 0.27616445955639524, "ret_signed_p1m": 0.27616445955639524, "alpha_spy_p1m": 0.3075329794149624, "alpha_c_p1m": 0.2870619128876464, "bench_spy_p1m": -0.031368519858567145, "bench_c_p1m": -0.010897453331251139, "ret_p3m": 1.383396131570704, "ret_signed_p3m": 1.383396131570704, "alpha_spy_p3m": 1.2979619562651665, "alpha_c_p3m": 1.1181310772912512, "bench_spy_p3m": 0.08543417530553743, "bench_c_p3m": 0.2652650542794528, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.27616445955639524, "alpha_spy_stated": 0.3075329794149624, "alpha_c_stated": 0.2870619128876464, "price_path": [-0.6682, -0.6609, -0.6157, -0.6266, -0.6359, -0.6359, -0.6219, -0.6441, -0.6523, -0.6709, -0.6388, -0.6131, -0.6182, -0.6284, -0.6057, -0.5909, -0.6509, -0.6582, -0.6456, -0.6498, -0.6284, -0.5977, -0.5918, -0.5853, -0.5766, -0.5766, -0.5766, -0.5864, -0.5933, -0.5981, -0.5981, -0.534, -0.5359, -0.408, -0.4013, -0.4335, -0.361, -0.3409, -0.34, -0.3434, -0.3071, -0.2996, -0.2996, -0.2328, -0.1512, -0.1476, -0.1977, -0.2028, -0.1848, -0.1066, -0.0868, -0.0243, 0.1264, 0.1777, -0.0102, -0.0244, 0.0125, -0.0122, -0.0829, 0.0148, 0.0672, 0.0609, 0.0609, 0.0, 0.0166, 0.0516, 0.1005, 0.1285, 0.0812, 0.0708, 0.1038, 0.0758, 0.0482, -0.0426, 0.0143, -0.0423, -0.1071, -0.0031, 0.0479, 0.1098, 0.0478, 0.1203, 0.1914, 0.2194, 0.2762, 0.3073, 0.2017, 0.1895, 0.1895, 0.1478, 0.0213, 0.0427, -0.0306, 0.0758, 0.1729, 0.1879, 0.1879, 0.227, 0.2035, 0.3222, 0.4419, 0.4422, 0.6128, 0.5992, 0.5099, 0.5569, 0.5594, 0.5459, 0.5298, 0.6578, 0.5788, 0.6761, 0.8121, 0.6972, 0.8019, 0.8566, 1.0099, 1.1264, 1.3812, 1.3874, 1.2688, 1.6454, 1.6204, 1.4586, 1.4505, 1.3413, 1.3834, 1.2571, 1.3422, 1.3579, 1.6114, 1.5038, 1.5038, 1.6915, 1.6921, 1.7797, 1.87, 1.9825, 1.9062, 2.1011, 1.9795, 1.6403, 1.7803, 1.788, 1.7824, 2.1858, 2.3527, 2.5691, 2.3721, 2.3167, 2.6993, 2.6993, 2.8499, 2.3248, 2.3248, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:1984422398108795222", "ticker_idx": 0, "ts": "2025-11-01T00:49:03+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "🔥 $PLTR $200", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish PLTR with $200 price target, citing Karp's Ontology thesis and institutional buying.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "🔥 $PLTR $200\n\n\"All of the value in the market is going to go to chips and what we call the Ontology\" -Karp https://t.co/GLyoqPUGst", "reply_text": null, "parent_text": null, "quoted_text": "$PLTR valuation makes ZERO sense \n\nBut then why do institutions keep buying it?\nWhat do they know that you don't?\n\nI work in BIG DATA analytics and let me share the secrets of Palantir in the most basic way\n\nPalantir has monopoly on Automated Governance, serving as the ultimate https://t.co/XGLRmO7rq8", "parent_author": null, "ret_m1d": -0.03238725597205072, "ret_signed_m1d": -0.03238725597205072, "alpha_spy_m1d": -0.030514121710228492, "alpha_c_m1d": -0.030514121710228492, "bench_spy_m1d": -0.001873134261822229, "bench_c_m1d": -0.001873134261822229, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.07935122967372787, "ret_signed_p1d": -0.07935122967372787, "alpha_spy_p1d": -0.0674975922548473, "alpha_c_p1d": -0.0674975922548473, "bench_spy_p1d": -0.01185363741888057, "bench_c_p1d": -0.01185363741888057, "ret_p1w": -0.06549856426853706, "ret_signed_p1w": -0.06549856426853706, "alpha_spy_p1w": -0.06271799691752211, "alpha_c_p1w": -0.06271799691752211, "bench_spy_p1w": -0.002780567351014951, "bench_c_p1w": -0.002780567351014951, "ret_p1m": -0.17612699837999646, "ret_signed_p1m": -0.17612699837999646, "alpha_spy_p1m": -0.17347818714346042, "alpha_c_p1m": -0.17347818714346042, "bench_spy_p1m": -0.0026488112365360417, "bench_c_p1m": -0.0026488112365360417, "ret_p3m": -0.2670141617004528, "ret_signed_p3m": -0.2670141617004528, "alpha_spy_p3m": -0.2856736373471408, "alpha_c_p3m": -0.2856736373471408, "bench_spy_p3m": 0.018659475646688017, "bench_c_p3m": 0.018659475646688017, "ret_p6m": -0.31856357917380707, "ret_signed_p6m": -0.31856357917380707, "alpha_spy_p6m": -0.36598110079176127, "alpha_c_p6m": -0.36598110079176127, "bench_spy_p6m": 0.047417521617954206, "bench_c_p6m": 0.047417521617954206, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.17612699837999646, "alpha_spy_stated": -0.17347818714346042, "alpha_c_stated": -0.17347818714346042, "price_path": [-0.1334, -0.1206, -0.0976, -0.1183, -0.0975, -0.1101, -0.1263, -0.1448, -0.16, -0.2386, -0.247, -0.2462, -0.2338, -0.2414, -0.2235, -0.2436, -0.2368, -0.2436, -0.2436, -0.2418, -0.2523, -0.2464, -0.261, -0.2465, -0.2163, -0.1952, -0.2067, -0.1726, -0.1736, -0.1782, -0.1875, -0.1458, -0.1197, -0.1344, -0.1189, -0.1333, -0.1354, -0.1429, -0.1367, -0.1195, -0.1073, -0.0972, -0.1646, -0.1335, -0.1207, -0.114, -0.1048, -0.1532, -0.1447, -0.1324, -0.133, -0.1403, -0.1401, -0.1235, -0.1239, -0.153, -0.1289, -0.1088, -0.0869, -0.0849, -0.0404, -0.061, -0.0324, 0.0, -0.0794, -0.0931, -0.1551, -0.1412, -0.0655, -0.0783, -0.1111, -0.1691, -0.1601, -0.1734, -0.1923, -0.2016, -0.2483, -0.2526, -0.2169, -0.2106, -0.1999, -0.1999, -0.1869, -0.1916, -0.1761, -0.1501, -0.1412, -0.1227, -0.124, -0.1223, -0.093, -0.0948, -0.114, -0.1155, -0.0938, -0.1443, -0.1037, -0.0666, -0.0637, -0.063, -0.0628, -0.0628, -0.0891, -0.111, -0.1271, -0.1421, -0.1421, -0.1898, -0.16, -0.1326, -0.1231, -0.1463, -0.1433, -0.134, -0.1362, -0.1389, -0.1453, -0.1748, -0.1748, -0.1866, -0.202, -0.1992, -0.1814, -0.1917, -0.2002, -0.2405, -0.267, -0.2925, -0.2868, -0.238, -0.3265, -0.3725, -0.344, -0.3102, -0.3266, -0.3451, -0.3767, -0.3657, -0.3657, -0.3579, -0.3466, -0.3489, -0.3472, -0.3696, -0.3781, -0.3523, -0.3439, -0.3378, -0.2993, -0.2894, -0.2606, -0.2631, -0.2414, -0.245, -0.2705, -0.2683, -0.2591, -0.2714, -0.2629, -0.2515, -0.2626, -0.2486, -0.2727, -0.2237, -0.2529, -0.2521, -0.2878, -0.3095, -0.3361, -0.2939, -0.2929, -0.2834, -0.2834, -0.286, -0.2757, -0.3206, -0.3702, -0.3819, -0.3611, -0.345, -0.3139, -0.3109, -0.2934, -0.2958, -0.2954, -0.2633, -0.3167, -0.3093, -0.3093, -0.3186]}
{"unit_id": "orig:2002427855905698022", "ticker_idx": 0, "ts": "2025-12-20T17:16:18+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "We are more than sold out. We have a significant amount of unmet demand in our models, and this is just consistent with an environment where the demand is substantially higher than supply for the foreseeable future.", "tweet_type": "news_reaction", "timeline": "quarters", "summary": "Micron CBO says demand substantially exceeds supply for foreseeable future, implying sustained pricing power and earnings upside.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "$MU “We are more than sold out. We have a significant amount of unmet demand in our models, and this is just consistent with an environment where the demand is substantially higher than supply for the foreseeable future.”\n\n↳ Micron Chief Business Officer", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.03857688692939154, "ret_signed_m1d": -0.03857688692939154, "alpha_spy_m1d": -0.03238565325037057, "alpha_c_m1d": -0.025857920980627447, "bench_spy_m1d": -0.006191233679020969, "bench_c_m1d": -0.012718965948764094, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0011569333679481986, "ret_signed_p1d": -0.0011569333679481986, "alpha_spy_p1d": -0.005727425715278844, "alpha_c_p1d": -0.010776036336136885, "bench_spy_p1d": 0.004570492347330646, "bench_c_p1d": 0.009619102968188686, "ret_p1w": 0.06471284763628149, "ret_signed_p1w": 0.06471284763628149, "alpha_spy_p1w": 0.060303004811186556, "alpha_c_p1w": 0.05217467945448262, "bench_spy_p1w": 0.004409842825094934, "bench_c_p1w": 0.01253816818179887, "ret_p1m": 0.3201759263113946, "ret_signed_p1m": 0.3201759263113946, "alpha_spy_p1m": 0.33076248791166096, "alpha_c_p1m": 0.23485482150214, "bench_spy_p1m": -0.010586561600266386, "bench_c_p1m": 0.08532110480925459, "ret_p3m": 0.6068891257649625, "ret_signed_p3m": 0.6068891257649625, "alpha_spy_p3m": 0.6434383704434135, "alpha_c_p3m": 0.5089741965866124, "bench_spy_p3m": -0.036549244678451, "bench_c_p3m": 0.0979149291783501, "ret_p6m": 2.6935585302606486, "ret_signed_p6m": 2.6935585302606486, "alpha_spy_p6m": 2.5949220531604182, "alpha_c_p6m": 1.9810203620788498, "bench_spy_p6m": 0.09863647710023038, "bench_c_p6m": 0.7125381681817988, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": 0.6068891257649625, "alpha_spy_stated": 0.6434383704434135, "alpha_c_stated": 0.5089741965866124, "price_path": [-0.4157, -0.4333, -0.4318, -0.4078, -0.3954, -0.3419, -0.3361, -0.3209, -0.3096, -0.3286, -0.2894, -0.3046, -0.3434, -0.303, -0.3237, -0.306, -0.2678, -0.2683, -0.2524, -0.2686, -0.2824, -0.2526, -0.2081, -0.2042, -0.1977, -0.1806, -0.1901, -0.191, -0.1515, -0.2117, -0.1413, -0.1383, -0.1398, -0.0842, -0.1283, -0.1146, -0.1433, -0.1076, -0.1252, -0.1739, -0.1832, -0.272, -0.2503, -0.1904, -0.1882, -0.1675, -0.1675, -0.145, -0.1306, -0.1341, -0.1534, -0.1806, -0.1423, -0.1073, -0.0874, -0.0466, -0.0655, -0.1282, -0.1413, -0.1594, -0.1846, -0.1014, -0.0386, 0.0, -0.0012, 0.0365, 0.0365, 0.0296, 0.0647, 0.0584, 0.0323, 0.0323, 0.1408, 0.129, 0.2422, 0.2281, 0.1828, 0.2482, 0.251, 0.223, 0.2057, 0.2176, 0.312, 0.312, 0.3202, 0.4074, 0.438, 0.4455, 0.4073, 0.4838, 0.5744, 0.5762, 0.5006, 0.5835, 0.5171, 0.3723, 0.3849, 0.4276, 0.3871, 0.35, 0.4842, 0.4973, 0.4889, 0.4889, 0.446, 0.5225, 0.5095, 0.5487, 0.5226, 0.5119, 0.5517, 0.503, 0.4915, 0.4926, 0.3733, 0.4496, 0.4361, 0.3393, 0.4081, 0.458, 0.5144, 0.4661, 0.5413, 0.598, 0.6699, 0.67, 0.6069, 0.5296, 0.4625, 0.4306, 0.382, 0.2857, 0.292, 0.1644, 0.2225, 0.331, 0.3252, 0.3252, 0.3669, 0.3663, 0.4717, 0.5252, 0.5219, 0.5435, 0.685, 0.6508, 0.6545, 0.6466, 0.6226, 0.6261, 0.7639, 0.7431, 0.7974, 0.8981, 0.8247, 0.876, 0.8713, 0.962, 1.0858, 1.3165, 1.412, 1.3398, 1.7023, 1.8779, 1.7738, 1.9079, 1.8079, 1.6221, 1.4661, 1.5283, 1.6487, 1.7576, 1.7174, 1.7174, 2.2417, 2.3594, 2.3417, 2.5135, 2.7469, 2.8504, 2.9064, 2.604, 2.1264, 2.4349, 2.3865, 2.2272, 2.6035, 2.5519, 2.9368, 2.6936]}
{"unit_id": "quote:2018431697264783511", "ticker_idx": 0, "ts": "2026-02-02T21:09:51+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$PLTR \"Rule of 40. Score of 127.\" Enuf said. Send it.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish PLTR; Rule of 40 score of 127 cited as decisive justification to buy.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "$PLTR \"Rule of 40. Score of 127.\" Enuf said. Send it.", "reply_text": null, "parent_text": null, "quoted_text": "$PLTR valuation makes ZERO sense \n\nBut then why do institutions keep buying it?\nWhat do they know that you don't?\n\nI work in BIG DATA analytics and let me share the secrets of Palantir in the most basic way\n\nPalantir has monopoly on Automated Governance, serving as the ultimate https://t.co/XGLRmO7rq8", "parent_author": null, "ret_m1d": -0.06409937967438128, "ret_signed_m1d": -0.06409937967438128, "alpha_spy_m1d": -0.07262686878676716, "alpha_c_m1d": -0.07262686878676716, "bench_spy_m1d": 0.008527489112385878, "bench_c_m1d": 0.008527489112385878, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.11616424518286961, "ret_signed_p1d": -0.11616424518286961, "alpha_spy_p1d": -0.11132039145687622, "alpha_c_p1d": -0.11132039145687622, "bench_spy_p1d": -0.004843853725993386, "bench_c_p1d": -0.004843853725993386, "ret_p1w": -0.11635425518014031, "ret_signed_p1w": -0.11635425518014031, "alpha_spy_p1w": -0.1201104153361886, "alpha_c_p1w": -0.1201104153361886, "bench_spy_p1w": 0.003756160156048294, "bench_c_p1w": 0.003756160156048294, "ret_p1m": -0.02970612044816845, "ret_signed_p1m": -0.02970612044816845, "alpha_spy_p1m": -0.02332500856781028, "alpha_c_p1m": -0.02332500856781028, "bench_spy_p1m": -0.00638111188035817, "bench_c_p1m": -0.00638111188035817, "ret_p3m": -0.08747147917080644, "ret_signed_p3m": -0.08747147917080644, "alpha_spy_p3m": -0.13545796019779277, "alpha_c_p3m": -0.13545796019779277, "bench_spy_p3m": 0.04798648102698633, "bench_c_p3m": 0.04798648102698633, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.02970612044816845, "alpha_spy_stated": -0.02332500856781028, "alpha_c_stated": -0.02332500856781028, "price_path": [0.1088, 0.127, 0.2263, 0.2095, 0.1665, 0.0903, 0.1022, 0.0847, 0.0599, 0.0478, -0.0135, -0.0192, 0.0277, 0.0359, 0.05, 0.05, 0.0669, 0.0609, 0.0811, 0.1153, 0.1269, 0.1513, 0.1495, 0.1518, 0.1902, 0.1879, 0.1627, 0.1607, 0.1892, 0.1229, 0.1761, 0.2249, 0.2287, 0.2296, 0.2299, 0.2299, 0.1953, 0.1666, 0.1454, 0.1259, 0.1259, 0.0632, 0.1024, 0.1383, 0.1507, 0.1202, 0.1242, 0.1364, 0.1335, 0.13, 0.1215, 0.0828, 0.0828, 0.0675, 0.0472, 0.0508, 0.0742, 0.0607, 0.0495, -0.0034, -0.0381, -0.0715, -0.0641, 0.0, -0.1162, -0.1765, -0.1392, -0.0948, -0.1164, -0.1406, -0.1821, -0.1677, -0.1677, -0.1575, -0.1425, -0.1456, -0.1434, -0.1728, -0.1839, -0.1501, -0.139, -0.131, -0.0805, -0.0675, -0.0297, -0.033, -0.0046, -0.0092, -0.0427, -0.0398, -0.0277, -0.0439, -0.0327, -0.0177, -0.0324, -0.0139, -0.0456, 0.0187, -0.0196, -0.0185, -0.0654, -0.0939, -0.1288, -0.0735, -0.0721, -0.0597, -0.0597, -0.063, -0.0495, -0.1084, -0.1735, -0.1889, -0.1616, -0.1405, -0.0996, -0.0958, -0.0728, -0.0759, -0.0754, -0.0333, -0.1033, -0.0937, -0.0936, -0.1058, -0.1261, -0.1189, -0.0875, -0.0751, -0.1392, -0.1526, -0.1319, -0.1272, -0.1329, -0.1386, -0.1763, -0.153, -0.1513, -0.144, -0.1433, -0.1313, -0.1296, -0.133, -0.133, -0.1348, -0.1607, -0.0921, -0.0085, 0.0175, -0.0362, -0.0993, -0.1025, -0.1416, -0.1356, -0.1635, -0.1753, -0.1697, -0.1893, -0.1468, -0.156, -0.1726, -0.1863, -0.1863, -0.2431, -0.2608, -0.2608, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2020739810839962058", "ticker_idx": 0, "ts": "2026-02-09T06:01:29+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU The LLM era ends in sameness: every model feels the same. True advantage? Near-infinite memory", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long MU: LLM differentiation shifts to memory, scaling to 8B humans implies massive demand for AI memory.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU The LLM era ends in sameness: every model feels the same. True advantage? Near-infinite memory\n\nForgetful Chatbots → Lifelong Companions that recall every bit of your history & world data for flawless contextualization\n\nScale that to 8B humans. How much memory do we need? https://t.co/bJmbsrkYoE", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": 0.029178622415872324, "ret_signed_m1d": 0.029178622415872324, "alpha_spy_m1d": 0.033977211646554206, "alpha_c_m1d": 0.04147420848508743, "bench_spy_m1d": -0.004798589230681882, "bench_c_m1d": -0.012295586069215103, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.02672751304786447, "ret_signed_p1d": -0.02672751304786447, "alpha_spy_p1d": -0.024090455277165024, "alpha_c_p1d": -0.022079820537778017, "bench_spy_p1d": -0.002637057770699447, "bench_c_p1d": -0.004647692510086454, "ret_p1w": 0.07342899206456432, "ret_signed_p1w": 0.07342899206456432, "alpha_spy_p1w": 0.09100949509677403, "alpha_c_p1w": 0.0707977186346398, "bench_spy_p1w": -0.017580503032209704, "bench_c_p1w": 0.00263127342992453, "ret_p1m": 0.0511342381423634, "ret_signed_p1m": 0.0511342381423634, "alpha_spy_p1m": 0.07530022352784305, "alpha_c_p1m": 0.07405322858649266, "bench_spy_p1m": -0.02416598538547965, "bench_c_p1m": -0.02291899044412926, "ret_p3m": 0.6868361280257833, "ret_signed_p3m": 0.6868361280257833, "alpha_spy_p3m": 0.6297311477674641, "alpha_c_p3m": 0.3586669808662146, "bench_spy_p3m": 0.05710498025831923, "bench_c_p3m": 0.3281691471595687, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.0511342381423634, "alpha_spy_stated": 0.07530022352784305, "alpha_c_stated": 0.07405322858649266, "price_path": [-0.3617, -0.3824, -0.3566, -0.3694, -0.4044, -0.4111, -0.4751, -0.4595, -0.4163, -0.4148, -0.3998, -0.3998, -0.3836, -0.3732, -0.3758, -0.3897, -0.4092, -0.3817, -0.3564, -0.3421, -0.3126, -0.3263, -0.3715, -0.381, -0.394, -0.4122, -0.3522, -0.3069, -0.2791, -0.2799, -0.2528, -0.2528, -0.2577, -0.2324, -0.2369, -0.2558, -0.2558, -0.1775, -0.186, -0.1045, -0.1146, -0.1473, -0.1002, -0.0981, -0.1183, -0.1308, -0.1222, -0.0541, -0.0541, -0.0482, 0.0146, 0.0367, 0.0421, 0.0146, 0.0697, 0.135, 0.1363, 0.0818, 0.1416, 0.0937, -0.0107, -0.0016, 0.0292, 0.0, -0.0267, 0.07, 0.0795, 0.0734, 0.0734, 0.0425, 0.0977, 0.0883, 0.1165, 0.0977, 0.09, 0.1186, 0.0836, 0.0753, 0.0761, -0.01, 0.045, 0.0353, -0.0344, 0.0152, 0.0511, 0.0918, 0.057, 0.1112, 0.152, 0.2039, 0.204, 0.1585, 0.1027, 0.0544, 0.0314, -0.0037, -0.0731, -0.0685, -0.1605, -0.1187, -0.0404, -0.0446, -0.0446, -0.0146, -0.015, 0.061, 0.0996, 0.0972, 0.1127, 0.2147, 0.1901, 0.1928, 0.1871, 0.1698, 0.1723, 0.2717, 0.2566, 0.2958, 0.3684, 0.3155, 0.3525, 0.3491, 0.4144, 0.5038, 0.6701, 0.7389, 0.6868, 0.9482, 1.0747, 0.9997, 1.0964, 1.0243, 0.8904, 0.7779, 0.8228, 0.9095, 0.9881, 0.9591, 0.9591, 1.337, 1.4219, 1.4091, 1.533, 1.7013, 1.7759, 1.8162, 1.5982, 1.2539, 1.4763, 1.4414, 1.3266, 1.5979, 1.5607, 1.8382, 1.6628, 1.7213, 1.9582, 1.9582, 2.1601, 1.7437, 1.7437, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2021428354377973796", "ticker_idx": 0, "ts": "2026-02-11T03:37:30+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "2026 full HBM production? It's SOLD the fuck out... AI wants memory. Micron has memory. Everyone else is begging for scraps.", "tweet_type": "analysis", "timeline": "quarters", "summary": "Bullish MU: HBM4 2026 capacity fully sold out, expanded to 6 major customers, HBM4E is the real money-maker, AI demand drives growth regardless of NVIDIA.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU Is Micron in trouble with HBM4? \n\nNO.\n\n2026 full HBM production? It's SOLD the fuck out\n\nMicron has shipped HBM4 samples to multiple key customers starting in mid-2025, with volume ramp planned for calendar 2026. The company's entire HBM production capacity for 2026 (including HBM4) is sold out, driven by strong AI demand. Micron has expanded its HBM customer base significantly from 4 to 6 major key customers by late 2025 and is in active discussions/pricing agreements for HBM4 volumes.\n\nIf you think NVIDIA is the only company buying HBM4, you are not up-to-date on current events.\n\nQ2 guidance already prices in zero NVIDIA HBM4 orders for Vera Rubin. The in-house base die never met spec. Micron was aiming for HBM4E all along, the real money maker.\n\nAI wants memory. Micron has memory. Everyone else is begging for scraps.", "reply_text": null, "parent_text": null, "quoted_text": "$MU Here's what Micron said about HBM4 during Q1 2026 earnings call:\n\n\"Micron’s HBM4, with industry-leading speed over 11 Gbps, is on track to ramp with high yields in the second calendar quarter of 2026, consistent with our customers’ product ramp plans.\"\n\n“We have completed", "parent_author": null, "ret_m1d": -0.09038847502394831, "ret_signed_m1d": -0.09038847502394831, "alpha_spy_m1d": -0.09061965059740684, "alpha_c_m1d": -0.06623111680233484, "bench_spy_m1d": 0.0002311755734585308, "bench_c_m1d": -0.024157358221613467, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.008846330552533033, "ret_signed_p1d": 0.008846330552533033, "alpha_spy_p1d": 0.024295190250419263, "alpha_c_p1d": 0.029749010173658275, "bench_spy_p1d": -0.01544885969788623, "bench_c_p1d": -0.020902679621125242, "ret_p1w": 0.025856644624870917, "ret_signed_p1w": 0.025856644624870917, "alpha_spy_p1w": 0.034050829978377606, "alpha_c_p1w": 0.031233015213836368, "bench_spy_p1w": -0.008194185353506689, "bench_c_p1w": -0.005376370588965451, "ret_p1m": -0.012160672600280864, "ret_signed_p1m": -0.012160672600280864, "alpha_spy_p1m": 0.025269286388445278, "alpha_c_p1m": 0.05209024107664584, "bench_spy_p1m": -0.03742995898872614, "bench_c_p1m": -0.0642509136769267, "ret_p3m": 0.9390362248077155, "ret_signed_p3m": 0.9390362248077155, "alpha_spy_p3m": 0.8677040620427314, "alpha_c_p3m": 0.5496008632794793, "bench_spy_p3m": 0.07133216276498411, "bench_c_p3m": 0.3894353615282362, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": 0.9390362248077155, "alpha_spy_stated": 0.8677040620427314, "alpha_c_stated": 0.5496008632794793, "price_path": [-0.3987, -0.4106, -0.4434, -0.4497, -0.5095, -0.4948, -0.4545, -0.453, -0.4391, -0.4391, -0.4239, -0.4142, -0.4166, -0.4296, -0.4479, -0.4221, -0.3985, -0.3851, -0.3576, -0.3704, -0.4126, -0.4214, -0.4336, -0.4506, -0.3945, -0.3522, -0.3262, -0.327, -0.3016, -0.3016, -0.3062, -0.2826, -0.2869, -0.3045, -0.3045, -0.2313, -0.2393, -0.1631, -0.1725, -0.2031, -0.159, -0.1571, -0.176, -0.1876, -0.1796, -0.116, -0.116, -0.1105, -0.0517, -0.0311, -0.0261, -0.0518, -0.0002, 0.0608, 0.062, 0.0111, 0.0669, 0.0222, -0.0754, -0.0669, -0.0381, -0.0654, -0.0904, 0.0, 0.0088, 0.0032, 0.0032, -0.0257, 0.0259, 0.0171, 0.0435, 0.0259, 0.0187, 0.0455, 0.0127, 0.0049, 0.0057, -0.0747, -0.0233, -0.0324, -0.0976, -0.0512, -0.0176, 0.0203, -0.0122, 0.0385, 0.0767, 0.1251, 0.1252, 0.0827, 0.0306, -0.0146, -0.0361, -0.0688, -0.1337, -0.1295, -0.2154, -0.1763, -0.1032, -0.1071, -0.1071, -0.079, -0.0794, -0.0084, 0.0277, 0.0254, 0.04, 0.1353, 0.1123, 0.1147, 0.1095, 0.0933, 0.0956, 0.1885, 0.1744, 0.211, 0.2789, 0.2295, 0.264, 0.2609, 0.3219, 0.4054, 0.5608, 0.6252, 0.5765, 0.8207, 0.939, 0.8689, 0.9593, 0.8919, 0.7667, 0.6616, 0.7035, 0.7846, 0.858, 0.831, 0.831, 1.1842, 1.2635, 1.2516, 1.3673, 1.5246, 1.5943, 1.632, 1.4283, 1.1065, 1.3144, 1.2817, 1.1744, 1.428, 1.3932, 1.6525, 1.4886, 1.5433, 1.7647, 1.7647, 1.9534, 1.5642, 1.5642, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:1997542690549039256", "ticker_idx": 0, "ts": "2025-12-07T05:44:24+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": true, "quote": "Yeah… that's a whole lot of real, tangible glory.", "tweet_type": "sarcasm", "timeline": "unspecified", "summary": "Sarcastically dismisses the 'glorified BI tool' bear case; Rule of 40 score of 113 cited as bullish evidence.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "$PLTR is just \"a glorified BI tool (a glorified Tableau)\"\n\nRule of 40, Score of 113. \n\nYeah… that’s a whole lot of real, tangible glory.", "reply_text": null, "parent_text": null, "quoted_text": "@TradexWhisperer $PLTR is a glorified BI tool (a glorified Tableau)", "parent_author": null, "ret_m1d": 0.0014876246928210435, "ret_signed_m1d": 0.0014876246928210435, "alpha_spy_m1d": -0.001525636880842729, "alpha_c_m1d": -0.001525636880842729, "bench_spy_m1d": 0.0030132615736637725, "bench_c_m1d": 0.0030132615736637725, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.001928430404613879, "ret_signed_p1d": 0.001928430404613879, "alpha_spy_p1d": 0.00279145847818707, "alpha_c_p1d": 0.00279145847818707, "bench_spy_p1d": -0.000863028073573191, "bench_c_p1d": -0.000863028073573191, "ret_p1w": 0.009697473434162385, "ret_signed_p1w": 0.009697473434162385, "alpha_spy_p1w": 0.013939517025587045, "alpha_c_p1w": 0.013939517025587045, "bench_spy_p1w": -0.00424204359142466, "bench_c_p1w": -0.00424204359142466, "ret_p1m": -0.009807695880883704, "ret_signed_p1m": -0.009807695880883704, "alpha_spy_p1m": -0.024763458377934366, "alpha_c_p1m": -0.024763458377934366, "bench_spy_p1m": 0.014955762497050662, "bench_c_p1m": 0.014955762497050662, "ret_p3m": -0.15879666346312538, "ret_signed_p3m": -0.15879666346312538, "alpha_spy_p3m": -0.1583478204491653, "alpha_c_p3m": -0.1583478204491653, "bench_spy_p3m": -0.0004488430139600874, "bench_c_p3m": -0.0004488430139600874, "ret_p6m": -0.1615516361055105, "ret_signed_p6m": -0.1615516361055105, "alpha_spy_p6m": -0.2789616228715732, "alpha_c_p6m": -0.2789616228715732, "bench_spy_p6m": 0.11740998676606273, "bench_c_p6m": 0.11740998676606273, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.009807695880883704, "alpha_spy_stated": -0.024763458377934366, "alpha_c_stated": -0.024763458377934366, "price_path": [-0.0813, -0.0944, -0.0554, -0.0566, -0.0619, -0.0725, -0.0249, 0.005, -0.0119, 0.0058, -0.0106, -0.0131, -0.0216, -0.0145, 0.0051, 0.0191, 0.0306, -0.0464, -0.0108, 0.0037, 0.0114, 0.0219, -0.0333, -0.0236, -0.0096, -0.0103, -0.0186, -0.0184, 0.0006, 0.0001, -0.0331, -0.0056, 0.0173, 0.0424, 0.0447, 0.0954, 0.072, 0.1046, 0.1416, 0.051, 0.0353, -0.0355, -0.0196, 0.0668, 0.0522, 0.0148, -0.0515, -0.0412, -0.0564, -0.078, -0.0885, -0.1419, -0.1468, -0.106, -0.0988, -0.0866, -0.0866, -0.0718, -0.0771, -0.0595, -0.0298, -0.0197, 0.0015, 0.0, 0.0019, 0.0354, 0.0333, 0.0115, 0.0097, 0.0345, -0.0231, 0.0231, 0.0655, 0.0688, 0.0696, 0.0699, 0.0699, 0.0398, 0.0148, -0.0036, -0.0206, -0.0206, -0.0751, -0.041, -0.0098, 0.001, -0.0255, -0.022, -0.0115, -0.0139, -0.017, -0.0244, -0.058, -0.058, -0.0714, -0.089, -0.0859, -0.0655, -0.0772, -0.087, -0.133, -0.1633, -0.1923, -0.1859, -0.1301, -0.2311, -0.2837, -0.2512, -0.2126, -0.2313, -0.2524, -0.2885, -0.2759, -0.2759, -0.2671, -0.2541, -0.2568, -0.2548, -0.2804, -0.2901, -0.2606, -0.251, -0.2441, -0.2001, -0.1888, -0.1559, -0.1588, -0.1341, -0.1381, -0.1672, -0.1647, -0.1542, -0.1683, -0.1585, -0.1455, -0.1582, -0.1422, -0.1698, -0.1138, -0.1472, -0.1462, -0.187, -0.2117, -0.2421, -0.194, -0.1928, -0.182, -0.182, -0.1849, -0.1731, -0.2244, -0.281, -0.2944, -0.2706, -0.2523, -0.2168, -0.2134, -0.1934, -0.1962, -0.1957, -0.1591, -0.22, -0.2116, -0.2115, -0.2221, -0.2398, -0.2335, -0.2062, -0.1954, -0.2511, -0.2628, -0.2449, -0.2407, -0.2457, -0.2506, -0.2834, -0.2632, -0.2617, -0.2554, -0.2547, -0.2443, -0.2429, -0.2458, -0.2458, -0.2473, -0.2699, -0.2102, -0.1375, -0.1148, -0.1616]}
{"unit_id": "reply:2013075138393346416", "ticker_idx": 0, "ts": "2026-01-19T02:24:48+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "AI isn't going anywhere without the memory.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Implicitly endorses Micron's long case: AI demand makes memory indispensable.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@cryptodaaddy AI isn't going anywhere without the memory.", "reply_text": null, "parent_text": "@TradexWhisperer micron's undervaluation is one of the biggest market inefficiencies right now", "quoted_text": null, "parent_author": "cryptodaaddy", "ret_m1d": -0.006164380009599069, "ret_signed_m1d": -0.006164380009599069, "alpha_spy_m1d": -0.02694419046685137, "alpha_c_m1d": -0.03177978927923786, "bench_spy_m1d": 0.0207798104572523, "bench_c_m1d": 0.02561540926963879, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.06605473155081532, "ret_signed_p1d": 0.06605473155081532, "alpha_spy_p1d": 0.054513622269154016, "alpha_c_p1d": 0.03649460553751038, "bench_spy_p1d": 0.0115411092816613, "bench_c_p1d": 0.029560126013304933, "ret_p1w": 0.12394513294440679, "ret_signed_p1w": 0.12394513294440679, "alpha_spy_p1w": 0.09751285398871579, "alpha_c_p1w": 0.08075759043836794, "bench_spy_p1w": 0.026432278955691002, "bench_c_p1w": 0.043187542506038845, "ret_p1m": 0.15328768885560184, "ret_signed_p1m": 0.15328768885560184, "alpha_spy_p1m": 0.14043314291040288, "alpha_c_p1m": 0.09652401070546457, "bench_spy_p1m": 0.01285454594519897, "bench_c_p1m": 0.056763678150137276, "ret_p3m": 0.24729086635899833, "ret_signed_p3m": 0.24729086635899833, "alpha_spy_p3m": 0.196375182581372, "alpha_c_p3m": 0.058326020318802296, "bench_spy_p3m": 0.05091568377762634, "bench_c_p3m": 0.18896484604019603, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.15328768885560184, "alpha_spy_stated": 0.14043314291040288, "alpha_c_stated": 0.09652401070546457, "price_path": [-0.4339, -0.4002, -0.3972, -0.3923, -0.3793, -0.3865, -0.3872, -0.3572, -0.4029, -0.3496, -0.3473, -0.3484, -0.3063, -0.3397, -0.3293, -0.3511, -0.324, -0.3374, -0.3742, -0.3813, -0.4485, -0.4321, -0.3867, -0.3851, -0.3694, -0.3694, -0.3524, -0.3415, -0.3441, -0.3587, -0.3793, -0.3503, -0.3238, -0.3087, -0.2778, -0.2922, -0.3396, -0.3496, -0.3632, -0.3824, -0.3193, -0.2717, -0.2425, -0.2434, -0.2149, -0.2149, -0.2201, -0.1935, -0.1983, -0.2181, -0.2181, -0.1358, -0.1448, -0.0591, -0.0697, -0.1041, -0.0545, -0.0524, -0.0736, -0.0867, -0.0777, -0.0062, -0.0062, 0.0, 0.0661, 0.0893, 0.0949, 0.066, 0.1239, 0.1925, 0.1939, 0.1367, 0.1995, 0.1492, 0.0395, 0.049, 0.0813, 0.0507, 0.0226, 0.1242, 0.1342, 0.1278, 0.1278, 0.0953, 0.1533, 0.1434, 0.1731, 0.1533, 0.1452, 0.1753, 0.1385, 0.1298, 0.1306, 0.0402, 0.098, 0.0878, 0.0145, 0.0666, 0.1044, 0.1471, 0.1105, 0.1675, 0.2104, 0.2649, 0.265, 0.2172, 0.1586, 0.1078, 0.0836, 0.0468, -0.0261, -0.0213, -0.118, -0.074, 0.0082, 0.0038, 0.0038, 0.0354, 0.0349, 0.1148, 0.1553, 0.1528, 0.1691, 0.2763, 0.2505, 0.2532, 0.2473, 0.2291, 0.2317, 0.3361, 0.3203, 0.3614, 0.4378, 0.3822, 0.421, 0.4175, 0.4861, 0.58, 0.7547, 0.827, 0.7723, 1.0469, 1.1799, 1.1011, 1.2027, 1.1269, 0.9862, 0.868, 0.9152, 1.0063, 1.0888, 1.0584, 1.0584, 1.4555, 1.5447, 1.5313, 1.6614, 1.8382, 1.9166, 1.959, 1.7299, 1.3681, 1.6019, 1.5652, 1.4445, 1.7296, 1.6905, 1.982, 1.7978, 1.8593, 2.1081, 2.1081, 2.3202, 1.8828, 1.8828, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2001896940444008733", "ticker_idx": 0, "ts": "2025-12-19T06:06:38+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The AI memory train is about to absolutely wreck the bears. We are just getting started", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Strongly bullish MU on AI memory demand surge; HBM ramp and DRAM/NAND price tailwinds just beginning.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU The AI memory train is about to absolutely wreck the bears. We are just getting started\n\n$MU +195.33% YTD\n$NVDA +29.67% YTD\n$AMD +66.45% YTD\n$AVGO +42.29% YTD\n$ARM -7.98% YTD https://t.co/KA0SbMM2La", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": -0.06532046033241179, "ret_signed_m1d": -0.06532046033241179, "alpha_spy_m1d": -0.0563383634002701, "alpha_c_m1d": -0.040112017002598366, "bench_spy_m1d": -0.008982096932141692, "bench_c_m1d": -0.025208443329813424, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.040124775871243745, "ret_signed_p1d": 0.040124775871243745, "alpha_spy_p1d": 0.033894972020810155, "alpha_c_p1d": 0.027241953746551806, "bench_spy_p1d": 0.006229803850433591, "bench_c_p1d": 0.01288282212469194, "ret_p1w": 0.07096107949804353, "ret_signed_p1w": 0.07096107949804353, "alpha_spy_p1w": 0.05667941194453885, "alpha_c_p1w": 0.04073232806808935, "bench_spy_p1w": 0.014281667553504684, "bench_c_p1w": 0.03022875142995418, "ret_p1m": 0.364683085298084, "ret_signed_p1m": 0.364683085298084, "alpha_spy_p1m": 0.3484178878673958, "alpha_c_p1m": 0.23722088283856269, "bench_spy_p1m": 0.016265197430688216, "bench_c_p1m": 0.12746220245952133, "ret_p3m": 0.7370506671401831, "ret_signed_p3m": 0.7370506671401831, "alpha_spy_p3m": 0.7652027991305234, "alpha_c_p3m": 0.6285113825847888, "bench_spy_p3m": -0.02815213199034028, "bench_c_p3m": 0.1085392845553943, "ret_p6m": 3.094790427050347, "ret_signed_p6m": 3.094790427050347, "alpha_spy_p6m": 2.982679742458915, "alpha_c_p6m": 2.2726152054074396, "bench_spy_p6m": 0.11211068459143214, "bench_c_p6m": 0.8221752216429075, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.364683085298084, "alpha_spy_stated": 0.3484178878673958, "alpha_c_stated": 0.23722088283856269, "price_path": [-0.3746, -0.3923, -0.4106, -0.409, -0.384, -0.3712, -0.3154, -0.3094, -0.2937, -0.2819, -0.3017, -0.2609, -0.2767, -0.3171, -0.2751, -0.2966, -0.2782, -0.2384, -0.2389, -0.2224, -0.2393, -0.2536, -0.2227, -0.1764, -0.1723, -0.1655, -0.1478, -0.1576, -0.1585, -0.1174, -0.1801, -0.1069, -0.1038, -0.1053, -0.0475, -0.0933, -0.079, -0.1089, -0.0718, -0.0901, -0.1407, -0.1504, -0.2427, -0.2202, -0.1579, -0.1556, -0.1341, -0.1341, -0.1107, -0.0957, -0.0994, -0.1194, -0.1477, -0.1079, -0.0715, -0.0508, -0.0083, -0.0281, -0.0932, -0.1069, -0.1256, -0.1519, -0.0653, 0.0, 0.0401, 0.0389, 0.0781, 0.0781, 0.071, 0.1074, 0.1009, 0.0737, 0.0737, 0.1866, 0.1743, 0.292, 0.2774, 0.2303, 0.2982, 0.3012, 0.2721, 0.2541, 0.2664, 0.3647, 0.3647, 0.3731, 0.4639, 0.4957, 0.5035, 0.4638, 0.5433, 0.6375, 0.6395, 0.5608, 0.647, 0.578, 0.4273, 0.4405, 0.4848, 0.4427, 0.4042, 0.5437, 0.5574, 0.5487, 0.5487, 0.504, 0.5836, 0.5701, 0.6108, 0.5837, 0.5726, 0.6139, 0.5634, 0.5514, 0.5525, 0.4284, 0.5077, 0.4937, 0.3931, 0.4646, 0.5165, 0.5751, 0.5249, 0.6031, 0.6621, 0.7369, 0.7371, 0.6714, 0.591, 0.5212, 0.488, 0.4374, 0.3373, 0.3439, 0.2111, 0.2715, 0.3845, 0.3784, 0.3784, 0.4217, 0.4211, 0.5308, 0.5864, 0.5829, 0.6054, 0.7526, 0.7171, 0.7208, 0.7127, 0.6877, 0.6913, 0.8347, 0.813, 0.8695, 0.9742, 0.898, 0.9513, 0.9464, 1.0407, 1.1695, 1.4095, 1.5088, 1.4337, 1.8107, 1.9933, 1.8851, 2.0246, 1.9206, 1.7274, 1.5651, 1.6298, 1.7549, 1.8683, 1.8265, 1.8265, 2.3718, 2.4942, 2.4758, 2.6545, 2.8972, 3.0049, 3.0631, 2.7486, 2.2518, 2.5727, 2.5223, 2.3567, 2.7481, 2.6944, 3.0948]}
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{"unit_id": "quote:2019865022344916999", "ticker_idx": 0, "ts": "2026-02-06T20:05:23+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Go $MU $SNDK", "tweet_type": "analysis", "timeline": "months", "summary": "Bullish MU and SNDK on DDR5 margins surpassing HBM and NAND margins exceeding HBM for enterprise-grade products — paradigm shift.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "Margin Inversion.\n\nMy sources indicated that DDR5 margins have now indeed surpassed those of HBM.\n\nBut that's not all. NAND margins are also exceeding HBM levels for certain high-value enterprise grade products.\n\nGo $MU $SNDK", "reply_text": null, "parent_text": null, "quoted_text": "$MU Still Heating Up: Memory Price Outlook for 1Q26 Sharply Upgraded\n\nDRAM costs are surging way harder than NAND. With Micron ~80% exposed to HBM/DRAM and just 20% NAND.\n\nThis is not just tailwind, it's a paradigm shift. https://t.co/E0mc8zLFob", "parent_author": null, "ret_m1d": -0.029896801235108517, "ret_signed_m1d": -0.029896801235108517, "alpha_spy_m1d": -0.01107314262935255, "alpha_c_m1d": 0.021341806719581524, "bench_spy_m1d": -0.018823658605755966, "bench_c_m1d": -0.05123860795469004, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.028351368538319544, "ret_signed_p1d": -0.028351368538319544, "alpha_spy_p1d": -0.03317309525489687, "alpha_c_p1d": -0.04080001804903921, "bench_spy_p1d": 0.004821726716577324, "bench_c_p1d": 0.012448649510719667, "ret_p1w": 0.042995811110824844, "ret_signed_p1w": 0.042995811110824844, "alpha_spy_p1w": 0.05583935580761845, "alpha_c_p1w": 0.02788313236948481, "bench_spy_p1w": -0.012843544696793607, "bench_c_p1w": 0.015112678741340035, "ret_p1m": -0.013605593725321996, "ret_signed_p1m": -0.013605593725321996, "alpha_spy_p1m": 0.004276908604246343, "alpha_c_p1m": 0.004519636923064674, "bench_spy_p1m": -0.01788250232956834, "bench_c_p1m": -0.01812523064838667, "ret_p3m": 0.6896046503298983, "ret_signed_p3m": 0.6896046503298983, "alpha_spy_p3m": 0.6241357833850338, "alpha_c_p3m": 0.3208507150134883, "bench_spy_p3m": 0.06546886694486442, "bench_c_p3m": 0.36875393531641, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.013605593725321996, "alpha_spy_stated": 0.004276908604246343, "alpha_c_stated": 0.004519636923064674, "price_path": [-0.3894, -0.3798, -0.3999, -0.3749, -0.3872, -0.4213, -0.4278, -0.49, -0.4748, -0.4329, -0.4314, -0.4168, -0.4168, -0.4011, -0.391, -0.3935, -0.407, -0.426, -0.3992, -0.3746, -0.3607, -0.3321, -0.3454, -0.3893, -0.3985, -0.4111, -0.4288, -0.3705, -0.3265, -0.2995, -0.3003, -0.274, -0.274, -0.2787, -0.2542, -0.2586, -0.2769, -0.2769, -0.2008, -0.2091, -0.1299, -0.1397, -0.1715, -0.1257, -0.1237, -0.1433, -0.1554, -0.1471, -0.0809, -0.0809, -0.0752, -0.0141, 0.0073, 0.0126, -0.0142, 0.0394, 0.1028, 0.1041, 0.0512, 0.1092, 0.0627, -0.0387, -0.0299, 0.0, -0.0284, -0.0543, 0.0397, 0.0488, 0.043, 0.043, 0.0129, 0.0665, 0.0574, 0.0848, 0.0666, 0.0591, 0.0869, 0.0529, 0.0448, 0.0456, -0.038, 0.0154, 0.006, -0.0618, -0.0136, 0.0213, 0.0608, 0.027, 0.0797, 0.1194, 0.1698, 0.1699, 0.1256, 0.0715, 0.0245, 0.0021, -0.0319, -0.0994, -0.0949, -0.1843, -0.1437, -0.0676, -0.0717, -0.0717, -0.0425, -0.0429, 0.0309, 0.0684, 0.0661, 0.0812, 0.1803, 0.1564, 0.1589, 0.1535, 0.1366, 0.139, 0.2356, 0.221, 0.259, 0.3296, 0.2782, 0.3141, 0.3108, 0.3743, 0.4611, 0.6227, 0.6896, 0.639, 0.8929, 1.0159, 0.943, 1.037, 0.967, 0.8368, 0.7275, 0.7711, 0.8554, 0.9317, 0.9036, 0.9036, 1.2708, 1.3532, 1.3408, 1.4612, 1.6247, 1.6972, 1.7364, 1.5246, 1.19, 1.4061, 1.3722, 1.2606, 1.5242, 1.4881, 1.7577, 1.5873, 1.6442, 1.8743, 1.8743, 2.0705, 1.6659, 1.6659, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2019865022344916999", "ticker_idx": 1, "ts": "2026-02-06T20:05:23+00:00", "symbol": "SNDK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Go $MU $SNDK", "tweet_type": "analysis", "timeline": "months", "summary": "Bullish MU and SNDK on DDR5 margins surpassing HBM and NAND margins exceeding HBM for enterprise-grade products — paradigm shift.", "resolved_tickers": ["SNDK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "quote", "lang": "en", "tweet_text": "Margin Inversion.\n\nMy sources indicated that DDR5 margins have now indeed surpassed those of HBM.\n\nBut that's not all. NAND margins are also exceeding HBM levels for certain high-value enterprise grade products.\n\nGo $MU $SNDK", "reply_text": null, "parent_text": null, "quoted_text": "$MU Still Heating Up: Memory Price Outlook for 1Q26 Sharply Upgraded\n\nDRAM costs are surging way harder than NAND. With Micron ~80% exposed to HBM/DRAM and just 20% NAND.\n\nThis is not just tailwind, it's a paradigm shift. https://t.co/E0mc8zLFob", "parent_author": null, "ret_m1d": -0.036374278043277974, "ret_signed_m1d": -0.036374278043277974, "alpha_spy_m1d": -0.017550619437522008, "alpha_c_m1d": 0.0025969192839307986, "bench_spy_m1d": -0.018823658605755966, "bench_c_m1d": -0.03897119732720877, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.02433311731070098, "ret_signed_p1d": -0.02433311731070098, "alpha_spy_p1d": -0.029154844027278304, "alpha_c_p1d": -0.04006327342764482, "bench_spy_p1d": 0.004821726716577324, "bench_c_p1d": 0.01573015611694384, "ret_p1w": 0.04784678445939505, "ret_signed_p1w": 0.04784678445939505, "alpha_spy_p1w": 0.06069032915618866, "alpha_c_p1w": 0.05897134820757166, "bench_spy_p1w": -0.012843544696793607, "bench_c_p1w": -0.011124563748176608, "ret_p1m": -0.015419402207636268, "ret_signed_p1m": -0.015419402207636268, "alpha_spy_p1m": 0.0024631001219320714, "alpha_c_p1m": -0.005711935466604978, "bench_spy_p1m": -0.01788250232956834, "bench_c_p1m": -0.00970746674103129, "ret_p3m": 1.3580231652885484, "ret_signed_p3m": 1.3580231652885484, "alpha_spy_p3m": 1.292554298343684, "alpha_c_p3m": 1.1517495494888543, "bench_spy_p3m": 0.06546886694486442, "bench_c_p3m": 0.20627361579969405, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.015419402207636268, "alpha_spy_stated": 0.0024631001219320714, "alpha_c_stated": -0.005711935466604978, "price_path": [-0.5458, -0.5265, -0.5927, -0.5749, -0.5553, -0.5904, -0.5887, -0.6723, -0.6651, -0.6204, -0.6312, -0.6404, -0.6404, -0.6266, -0.6485, -0.6566, -0.6749, -0.6433, -0.6179, -0.6229, -0.633, -0.6106, -0.5959, -0.6552, -0.6624, -0.65, -0.6541, -0.633, -0.6026, -0.5969, -0.5904, -0.5818, -0.5818, -0.5818, -0.5915, -0.5983, -0.603, -0.603, -0.5397, -0.5416, -0.4153, -0.4087, -0.4405, -0.3688, -0.349, -0.3481, -0.3514, -0.3156, -0.3083, -0.3083, -0.2422, -0.1617, -0.1581, -0.2076, -0.2126, -0.1949, -0.1176, -0.0981, -0.0363, 0.1125, 0.1632, -0.0224, -0.0364, 0.0, -0.0243, -0.0942, 0.0023, 0.0541, 0.0478, 0.0478, -0.0123, 0.0041, 0.0387, 0.087, 0.1146, 0.0678, 0.0576, 0.0902, 0.0626, 0.0353, -0.0544, 0.0019, -0.0541, -0.1181, -0.0154, 0.035, 0.0961, 0.0349, 0.1065, 0.1767, 0.2044, 0.2605, 0.2912, 0.1869, 0.1748, 0.1748, 0.1336, 0.0087, 0.0299, -0.0426, 0.0625, 0.1585, 0.1733, 0.1733, 0.2119, 0.1887, 0.306, 0.4241, 0.4245, 0.5929, 0.5795, 0.4913, 0.5377, 0.5402, 0.5269, 0.511, 0.6374, 0.5594, 0.6555, 0.7898, 0.6763, 0.7798, 0.8338, 0.9851, 1.1003, 1.3519, 1.358, 1.2409, 1.6128, 1.5881, 1.4283, 1.4203, 1.3124, 1.3541, 1.2293, 1.3134, 1.3289, 1.5792, 1.4729, 1.4729, 1.6583, 1.659, 1.7454, 1.8347, 1.9458, 1.8704, 2.063, 1.9429, 1.6078, 1.746, 1.7536, 1.7481, 2.1466, 2.3115, 2.5251, 2.3306, 2.2759, 2.6537, 2.6537, 2.8025, 2.2839, 2.2839, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:1967804541941977571", "ticker_idx": 0, "ts": "2025-09-16T04:15:37+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "We are about to go to the uncharted territory", "tweet_type": "prediction", "timeline": "weeks", "summary": "Long MU: Cup and Handle pattern, price closed at 2024 ATH, expects breakout to new all-time highs.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "🟦 $MU Cup and Handle?\n\nPrice closed right around 2024 ATH on 6/18 ($157.54). We are about to go to the uncharted territory. https://t.co/wY2zkfV6aX", "reply_text": null, "parent_text": null, "quoted_text": "🟦 $MU Breakout of Bull Flag and Take Off to New ATH 🚀\n\nThe price has left the Bollinger Band for 3 consecutive days. Last (D) BLUE candle = 38.4% Profit 💰\n\n240+ Daily BLUE Candle Alerts. Free Trial:\nhttps://t.co/ZQDP5HCFyq https://t.co/YSBI8Fsi64", "parent_author": null, "ret_m1d": -0.006611248522732871, "ret_signed_m1d": -0.006611248522732871, "alpha_spy_m1d": -0.007990031902081696, "alpha_c_m1d": -0.006481109617886616, "bench_spy_m1d": 0.0013787833793488247, "bench_c_m1d": -0.00013013890484625534, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0073668280295078326, "ret_signed_p1d": 0.0073668280295078326, "alpha_spy_p1d": 0.008609098202980614, "alpha_c_p1d": 0.013746823069083147, "bench_spy_p1d": -0.0012422701734727815, "bench_c_p1d": -0.006379995039575315, "ret_p1w": 0.04778989867267969, "ret_signed_p1w": 0.04778989867267969, "alpha_spy_p1w": 0.040140203527238905, "alpha_c_p1w": 0.0006234142436600809, "bench_spy_p1w": 0.0076496951454407824, "bench_c_p1w": 0.047166484429019606, "ret_p1m": 0.20929475365346706, "ret_signed_p1m": 0.20929475365346706, "alpha_spy_p1m": 0.19866720057601062, "alpha_c_p1m": 0.09676585479501254, "bench_spy_p1m": 0.010627553077456442, "bench_c_p1m": 0.11252889885845452, "ret_p3m": 0.5192734352081192, "ret_signed_p3m": 0.5192734352081192, "alpha_spy_p3m": 0.48343974718978977, "alpha_c_p3m": 0.3665765555225331, "bench_spy_p3m": 0.035833688018329424, "bench_c_p3m": 0.1526968796855861, "ret_p6m": 1.6389714497168235, "ret_signed_p6m": 1.6389714497168235, "alpha_spy_p6m": 1.6083514441366125, "alpha_c_p6m": 1.3295158817397232, "bench_spy_p6m": 0.03062000558021105, "bench_c_p6m": 0.3094555679771003, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.20929475365346706, "alpha_spy_stated": 0.19866720057601062, "alpha_c_stated": 0.09676585479501254, "price_path": [-0.2337, -0.2225, -0.2321, -0.1954, -0.1995, -0.2074, -0.2152, -0.2247, -0.2395, -0.2342, -0.2307, -0.2307, -0.2449, -0.2166, -0.2303, -0.2248, -0.2159, -0.2532, -0.2437, -0.2669, -0.2869, -0.2798, -0.2871, -0.3123, -0.3085, -0.2965, -0.2995, -0.2995, -0.2951, -0.2775, -0.3128, -0.3396, -0.3214, -0.3133, -0.3151, -0.2956, -0.2514, -0.221, -0.1956, -0.2175, -0.2111, -0.2389, -0.2221, -0.2315, -0.262, -0.2709, -0.259, -0.267, -0.2665, -0.2586, -0.2318, -0.2507, -0.2507, -0.254, -0.2525, -0.2179, -0.1728, -0.1723, -0.1485, -0.1185, -0.0519, -0.01, -0.0066, 0.0, 0.0074, 0.0634, 0.0246, 0.0365, 0.0478, 0.0182, -0.0125, -0.0098, 0.032, 0.0535, 0.1469, 0.157, 0.1834, 0.2031, 0.1699, 0.2383, 0.2118, 0.1441, 0.2145, 0.1785, 0.2093, 0.276, 0.2751, 0.3027, 0.2745, 0.2504, 0.3024, 0.3799, 0.3867, 0.3981, 0.4279, 0.4113, 0.4098, 0.4787, 0.3737, 0.4963, 0.5016, 0.499, 0.5959, 0.5191, 0.543, 0.4929, 0.5551, 0.5244, 0.4396, 0.4234, 0.2687, 0.3065, 0.4108, 0.4146, 0.4507, 0.4507, 0.4899, 0.515, 0.5089, 0.4753, 0.428, 0.4946, 0.5557, 0.5903, 0.6615, 0.6284, 0.5193, 0.4963, 0.4649, 0.4209, 0.566, 0.6754, 0.7426, 0.7406, 0.8062, 0.8062, 0.7943, 0.8554, 0.8444, 0.7989, 0.7989, 0.9881, 0.9675, 1.1646, 1.1402, 1.0612, 1.1751, 1.18, 1.1312, 1.1011, 1.1218, 1.2864, 1.2864, 1.3006, 1.4525, 1.5059, 1.519, 1.4524, 1.5857, 1.7435, 1.7468, 1.615, 1.7594, 1.6437, 1.3913, 1.4133, 1.4877, 1.4172, 1.3526, 1.5863, 1.6092, 1.5947, 1.5947, 1.5198, 1.6532, 1.6305, 1.6987, 1.6533, 1.6347, 1.704, 1.6192, 1.5991, 1.601, 1.3931, 1.526, 1.5026, 1.334, 1.4539, 1.5408, 1.639]}
{"unit_id": "quote:2012409961117106645", "ticker_idx": 0, "ts": "2026-01-17T06:21:38+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Don't go against Mark Liu and don't go against this Monster Trend.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Strongly bullish MU: ex-TSMC Chairman's $8M insider buy at ATH signals high conviction on Micron's HBM/AI positioning.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU Who is Mark Liu REALLY and why did he buy ~$8 MILLION worth of shares near all-time highs?\n\nHere's the Bombshell: Dr. Mark Liu owns an Investment Fund called J&M Copper Beech Ventures, a multi-strategy investment fund based in Palo Alto. The fund invests across public and private markets including equities, venture capital, fixed income, and real estate, with a sharp focus on AI tech and semiconductors. It draws on his decades of insider knowledge to spot big trends in chips, AI, memory, and more.\n\nJ&M Copper Beech Ventures acts as a vehicle for Mark Liu to deploy capital in strategic technology investments, capitalizing on his extensive experience and understanding of industry trends such as chips and AI.\n\nHis recent purchase of 23,200 $MU shares (totaling about $7.8 million at an average price of $336 to $337)  happened near record highs, not on a dip. That timing makes the move even more significant. Insiders rarely make large open-market buys at peaks unless they have strong conviction about further upside. This wasn't just routine board-member confidence. Liu's decision likely draws from deep insider knowledge of Micron's HBM and AI positioning, especially synergies with TSMC, plus research and trend analysis flowing through J&M Copper Beech Ventures, his personal vehicle for strategic tech investments.\n\nBy the way, Dr. Mark Liu is a semiconductor legend with over 40 years of hands-on experience. He started in process engineering at Intel, moved to high-speed research at AT&T Bell Labs, then spent 31 years at TSMC. He rose to President and Co-CEO, then Executive Chairman.\n\nUnder his leadership, TSMC tripled revenue and net profit, dominated advanced nodes like 5nm, 3nm, and EUV (critical for AI and smartphones), and drove massive global expansion including major US fabs in Arizona.\n\nWhen someone who built the world's leading foundry and now runs his own tech-focused fund puts $8 million into $MU at these levels, it's a high-conviction signal from one of the most respected voices in the industry.\n\nDon't go against Mark Liu and don't go against this Monster Trend.", "reply_text": null, "parent_text": null, "quoted_text": "Former TSMC Chairman Mark Liu buys $8 MILLION of $MU shares near all time highs. \n\nMark Liu is in the Micron Board of Directors who is actually hierarchically above the CEO, Sanjay.\n\nWhat does he know that we don't? Superior HBM4? 🤔 https://t.co/z4yemfsKsS", "parent_author": null, "ret_m1d": -0.006164380009599069, "ret_signed_m1d": -0.006164380009599069, "alpha_spy_m1d": -0.02694419046685137, "alpha_c_m1d": -0.03177978927923786, "bench_spy_m1d": 0.0207798104572523, "bench_c_m1d": 0.02561540926963879, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.06605473155081532, "ret_signed_p1d": 0.06605473155081532, "alpha_spy_p1d": 0.054513622269154016, "alpha_c_p1d": 0.03649460553751038, "bench_spy_p1d": 0.0115411092816613, "bench_c_p1d": 0.029560126013304933, "ret_p1w": 0.12394513294440679, "ret_signed_p1w": 0.12394513294440679, "alpha_spy_p1w": 0.09751285398871579, "alpha_c_p1w": 0.08075759043836794, "bench_spy_p1w": 0.026432278955691002, "bench_c_p1w": 0.043187542506038845, "ret_p1m": 0.15328768885560184, "ret_signed_p1m": 0.15328768885560184, "alpha_spy_p1m": 0.14043314291040288, "alpha_c_p1m": 0.09652401070546457, "bench_spy_p1m": 0.01285454594519897, "bench_c_p1m": 0.056763678150137276, "ret_p3m": 0.24729086635899833, "ret_signed_p3m": 0.24729086635899833, "alpha_spy_p3m": 0.196375182581372, "alpha_c_p3m": 0.058326020318802296, "bench_spy_p3m": 0.05091568377762634, "bench_c_p3m": 0.18896484604019603, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.15328768885560184, "alpha_spy_stated": 0.14043314291040288, "alpha_c_stated": 0.09652401070546457, "price_path": [-0.4339, -0.4002, -0.3972, -0.3923, -0.3793, -0.3865, -0.3872, -0.3572, -0.4029, -0.3496, -0.3473, -0.3484, -0.3063, -0.3397, -0.3293, -0.3511, -0.324, -0.3374, -0.3742, -0.3813, -0.4485, -0.4321, -0.3867, -0.3851, -0.3694, -0.3694, -0.3524, -0.3415, -0.3441, -0.3587, -0.3793, -0.3503, -0.3238, -0.3087, -0.2778, -0.2922, -0.3396, -0.3496, -0.3632, -0.3824, -0.3193, -0.2717, -0.2425, -0.2434, -0.2149, -0.2149, -0.2201, -0.1935, -0.1983, -0.2181, -0.2181, -0.1358, -0.1448, -0.0591, -0.0697, -0.1041, -0.0545, -0.0524, -0.0736, -0.0867, -0.0777, -0.0062, -0.0062, 0.0, 0.0661, 0.0893, 0.0949, 0.066, 0.1239, 0.1925, 0.1939, 0.1367, 0.1995, 0.1492, 0.0395, 0.049, 0.0813, 0.0507, 0.0226, 0.1242, 0.1342, 0.1278, 0.1278, 0.0953, 0.1533, 0.1434, 0.1731, 0.1533, 0.1452, 0.1753, 0.1385, 0.1298, 0.1306, 0.0402, 0.098, 0.0878, 0.0145, 0.0666, 0.1044, 0.1471, 0.1105, 0.1675, 0.2104, 0.2649, 0.265, 0.2172, 0.1586, 0.1078, 0.0836, 0.0468, -0.0261, -0.0213, -0.118, -0.074, 0.0082, 0.0038, 0.0038, 0.0354, 0.0349, 0.1148, 0.1553, 0.1528, 0.1691, 0.2763, 0.2505, 0.2532, 0.2473, 0.2291, 0.2317, 0.3361, 0.3203, 0.3614, 0.4378, 0.3822, 0.421, 0.4175, 0.4861, 0.58, 0.7547, 0.827, 0.7723, 1.0469, 1.1799, 1.1011, 1.2027, 1.1269, 0.9862, 0.868, 0.9152, 1.0063, 1.0888, 1.0584, 1.0584, 1.4555, 1.5447, 1.5313, 1.6614, 1.8382, 1.9166, 1.959, 1.7299, 1.3681, 1.6019, 1.5652, 1.4445, 1.7296, 1.6905, 1.982, 1.7978, 1.8593, 2.1081, 2.1081, 2.3202, 1.8828, 1.8828, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2021810665200267644", "ticker_idx": 0, "ts": "2026-02-12T04:56:40+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "AI Platform. HBM Platform. New Valuation Plaform.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish MU: AI + HBM platforms justify a new, higher valuation framework.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@TechEquityEng AI Platform. HBM Platform. New Valuation Plaform.", "reply_text": null, "parent_text": "@TradexWhisperer Yup, with the FUD cleared up, the sky is the limit now... $MU, we are EARLY.", "quoted_text": null, "parent_author": "TechEquityEng", "ret_m1d": -0.008768759210025512, "ret_signed_m1d": -0.008768759210025512, "alpha_spy_m1d": -0.024460031166854246, "alpha_c_m1d": -0.03011768866377651, "bench_spy_m1d": 0.015691271956828734, "bench_c_m1d": 0.021348929453750998, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.005580092679010162, "ret_signed_p1d": -0.005580092679010162, "alpha_spy_p1d": -0.006284591782129256, "alpha_c_p1d": -0.009544575029146962, "bench_spy_p1d": 0.0007044991031190939, "bench_c_p1d": 0.0039644823501368, "ret_p1w": 0.00816481827602411, "ret_signed_p1w": 0.00816481827602411, "alpha_spy_p1w": 0.0034530864835702335, "alpha_c_p1w": -0.0019064112012026069, "bench_spy_p1w": 0.004711731792453877, "bench_c_p1w": 0.010071229477226717, "ret_p1m": 0.029374141224238093, "ret_signed_p1m": 0.029374141224238093, "alpha_spy_p1m": 0.057233919423206214, "alpha_c_p1m": 0.07561776845994705, "bench_spy_p1m": -0.02785977819896812, "bench_c_p1m": -0.04624362723570896, "ret_p3m": 0.8525546318006874, "ret_signed_p3m": 0.8525546318006874, "alpha_spy_p3m": 0.7660603893831044, "alpha_c_p3m": 0.4705398568767578, "bench_spy_p3m": 0.08649424241758297, "bench_c_p3m": 0.38201477492392955, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.029374141224238093, "alpha_spy_stated": 0.057233919423206214, "alpha_c_stated": 0.07561776845994705, "price_path": [-0.4158, -0.4483, -0.4545, -0.5138, -0.4993, -0.4593, -0.4578, -0.444, -0.444, -0.429, -0.4194, -0.4217, -0.4346, -0.4527, -0.4272, -0.4038, -0.3905, -0.3632, -0.3759, -0.4177, -0.4265, -0.4386, -0.4554, -0.3998, -0.3579, -0.3321, -0.3329, -0.3078, -0.3078, -0.3123, -0.2889, -0.2931, -0.3106, -0.3106, -0.2381, -0.246, -0.1704, -0.1798, -0.21, -0.1664, -0.1645, -0.1832, -0.1947, -0.1868, -0.1237, -0.1237, -0.1183, -0.0601, -0.0396, -0.0346, -0.0601, -0.009, 0.0515, 0.0527, 0.0022, 0.0576, 0.0132, -0.0835, -0.0751, -0.0466, -0.0736, -0.0984, -0.0088, 0.0, -0.0056, -0.0056, -0.0343, 0.0169, 0.0082, 0.0343, 0.0169, 0.0098, 0.0363, 0.0038, -0.0039, -0.0031, -0.0828, -0.0319, -0.0409, -0.1055, -0.0595, -0.0262, 0.0114, -0.0208, 0.0294, 0.0672, 0.1153, 0.1154, 0.0732, 0.0216, -0.0232, -0.0445, -0.077, -0.1413, -0.1371, -0.2223, -0.1836, -0.111, -0.1149, -0.1149, -0.0871, -0.0875, -0.0171, 0.0186, 0.0164, 0.0308, 0.1253, 0.1025, 0.105, 0.0997, 0.0837, 0.086, 0.1781, 0.1641, 0.2004, 0.2677, 0.2187, 0.2529, 0.2498, 0.3103, 0.3931, 0.5471, 0.6109, 0.5627, 0.8048, 0.922, 0.8526, 0.9421, 0.8753, 0.7512, 0.647, 0.6886, 0.769, 0.8417, 0.8149, 0.8149, 1.165, 1.2436, 1.2318, 1.3466, 1.5024, 1.5716, 1.6089, 1.407, 1.088, 1.2941, 1.2617, 1.1554, 1.4067, 1.3722, 1.6293, 1.4668, 1.521, 1.7405, 1.7405, 1.9275, 1.5418, 1.5418, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2009457028708835677", "ticker_idx": 0, "ts": "2026-01-09T02:47:44+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "It's crap load of good news for Micron, Samsung and SK Hynix. As long as Inference keeps growing, HBM and SSDs will be very profitable.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish Micron, Samsung, SK Hynix on inference-driven HBM and SSD profitability growth.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@jyp501 It's crap load of good news for Micron, Samsung and SK Hynix. As long as Inference keeps growing, HBM and SSDs will be very profitable.", "reply_text": null, "parent_text": "@TradexWhisperer Impossible but still a good problem to have for $MU, no?", "quoted_text": null, "parent_author": "jyp501", "ret_m1d": -0.05236322830401163, "ret_signed_m1d": -0.05236322830401163, "alpha_spy_m1d": -0.045793294793690764, "alpha_c_m1d": -0.026054225163732347, "bench_spy_m1d": -0.006569933510320869, "bench_c_m1d": -0.026309003140279286, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0022602526850674654, "ret_signed_p1d": 0.0022602526850674654, "alpha_spy_p1d": 0.0006898196844036253, "alpha_c_p1d": -0.0014394606824110756, "bench_spy_p1d": 0.00157043300066384, "bench_c_p1d": 0.003699713367478541, "ret_p1w": 0.051175065099046124, "ret_signed_p1w": 0.051175065099046124, "alpha_spy_p1w": 0.05464736283418892, "alpha_c_p1w": 0.022476608203968684, "bench_spy_p1w": -0.003472297735142793, "bench_c_p1w": 0.02869845689507744, "ret_p1m": 0.1113042625863685, "ret_signed_p1m": 0.1113042625863685, "alpha_spy_p1m": 0.11147718349096758, "alpha_c_p1m": 0.06652241010932225, "bench_spy_p1m": -0.00017292090459908316, "bench_c_p1m": 0.04478185247704625, "ret_p3m": 0.17911520502981415, "ret_signed_p3m": 0.17911520502981415, "alpha_spy_p3m": 0.2024756169281161, "alpha_c_p3m": 0.09253175068178843, "bench_spy_p3m": -0.023360411898301958, "bench_c_p3m": 0.08658345434802572, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.1113042625863685, "alpha_spy_stated": 0.11147718349096758, "alpha_c_stated": 0.06652241010932225, "price_path": [-0.4582, -0.444, -0.4133, -0.4138, -0.4011, -0.414, -0.4251, -0.4012, -0.3656, -0.3625, -0.3572, -0.3435, -0.3511, -0.3518, -0.3202, -0.3684, -0.3121, -0.3096, -0.3108, -0.2663, -0.3016, -0.2906, -0.3136, -0.285, -0.2992, -0.3381, -0.3456, -0.4167, -0.3993, -0.3514, -0.3496, -0.333, -0.333, -0.315, -0.3035, -0.3063, -0.3217, -0.3435, -0.3129, -0.2848, -0.2688, -0.2361, -0.2513, -0.3015, -0.3121, -0.3265, -0.3468, -0.28, -0.2297, -0.1988, -0.1997, -0.1696, -0.1696, -0.1751, -0.147, -0.152, -0.1729, -0.1729, -0.086, -0.0955, -0.0048, -0.0161, -0.0524, 0.0, 0.0023, -0.0202, -0.034, -0.0245, 0.0512, 0.0512, 0.0577, 0.1276, 0.1521, 0.1581, 0.1275, 0.1888, 0.2614, 0.2628, 0.2022, 0.2687, 0.2155, 0.0994, 0.1095, 0.1437, 0.1113, 0.0816, 0.1891, 0.1996, 0.1929, 0.1929, 0.1585, 0.2198, 0.2094, 0.2407, 0.2199, 0.2113, 0.2432, 0.2042, 0.195, 0.1958, 0.1002, 0.1613, 0.1506, 0.0731, 0.1282, 0.1681, 0.2133, 0.1746, 0.2348, 0.2802, 0.3379, 0.338, 0.2874, 0.2255, 0.1717, 0.1462, 0.1072, 0.0301, 0.0352, -0.0671, -0.0206, 0.0664, 0.0617, 0.0617, 0.0951, 0.0946, 0.1791, 0.222, 0.2193, 0.2366, 0.35, 0.3226, 0.3255, 0.3193, 0.3, 0.3028, 0.4132, 0.3965, 0.44, 0.5207, 0.4619, 0.503, 0.4993, 0.5719, 0.6711, 0.8559, 0.9325, 0.8746, 1.165, 1.3057, 1.2223, 1.3297, 1.2497, 1.1008, 0.9758, 1.0257, 1.122, 1.2093, 1.1772, 1.1772, 1.5972, 1.6915, 1.6773, 1.8149, 2.0019, 2.0848, 2.1297, 1.8874, 1.5048, 1.752, 1.7132, 1.5856, 1.887, 1.8457, 2.1541, 1.9592, 2.0242, 2.2875, 2.2875, 2.5118, 2.0491, 2.0491, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2009457028708835677", "ticker_idx": 1, "ts": "2026-01-09T02:47:44+00:00", "symbol": "005930.KS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "It's crap load of good news for Micron, Samsung and SK Hynix. As long as Inference keeps growing, HBM and SSDs will be very profitable.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish Micron, Samsung, SK Hynix on inference-driven HBM and SSD profitability growth.", "resolved_tickers": ["005930.KS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Consumer Electronics'", "bench_c_industry": "Consumer Electronics", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@jyp501 It's crap load of good news for Micron, Samsung and SK Hynix. As long as Inference keeps growing, HBM and SSDs will be very profitable.", "reply_text": null, "parent_text": "@TradexWhisperer Impossible but still a good problem to have for $MU, no?", "quoted_text": null, "parent_author": "jyp501", "ret_m1d": -0.0014388983540080114, "ret_signed_m1d": -0.0014388983540080114, "alpha_spy_m1d": 0.0051310351563128576, "alpha_c_m1d": 0.011629822400871292, "bench_spy_m1d": -0.006569933510320869, "bench_c_m1d": -0.013068720754879304, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0014388983540080114, "ret_signed_p1d": -0.0014388983540080114, "alpha_spy_p1d": -0.0030093313546718514, "alpha_c_p1d": -0.005817954365547329, "bench_spy_p1d": 0.00157043300066384, "bench_c_p1d": 0.004379056011539317, "ret_p1w": 0.07122299038312607, "ret_signed_p1w": 0.07122299038312607, "alpha_spy_p1w": 0.07469528811826887, "alpha_c_p1w": 0.07484944029588714, "bench_spy_p1w": -0.003472297735142793, "bench_c_p1w": -0.003626449912761065, "ret_p1m": 0.1971223159347235, "ret_signed_p1m": 0.1971223159347235, "alpha_spy_p1m": 0.1972952368393226, "alpha_c_p1m": 0.2162806467379147, "bench_spy_p1m": -0.00017292090459908316, "bench_c_p1m": -0.01915833080319118, "ret_p3m": 0.5175229861590234, "ret_signed_p3m": 0.5175229861590234, "alpha_spy_p3m": 0.5408833980573253, "alpha_c_p3m": 0.546834120804556, "bench_spy_p3m": -0.023360411898301958, "bench_c_p3m": -0.02931113464553259, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.1971223159347235, "alpha_spy_stated": 0.1972952368393226, "alpha_c_stated": 0.2162806467379147, "price_path": [-0.3442, -0.3199, -0.3005, -0.2991, -0.2977, -0.302, -0.2941, -0.3091, -0.2926, -0.2697, -0.2876, -0.2805, -0.2547, -0.2304, -0.2046, -0.249, -0.2798, -0.2898, -0.2991, -0.2798, -0.259, -0.2619, -0.264, -0.3041, -0.2798, -0.2998, -0.3091, -0.2798, -0.3213, -0.3077, -0.2891, -0.264, -0.259, -0.2805, -0.2783, -0.2597, -0.2518, -0.2475, -0.2239, -0.216, -0.2239, -0.2268, -0.2318, -0.2203, -0.2497, -0.264, -0.2275, -0.2296, -0.239, -0.2089, -0.2017, -0.2046, -0.2046, -0.1623, -0.1403, -0.1374, -0.1374, -0.1374, -0.0755, -0.0065, -0.0007, 0.0144, -0.0014, 0.0, -0.0014, -0.0101, 0.0094, 0.0353, 0.0712, 0.0741, 0.0446, 0.0755, 0.0957, 0.0942, 0.0942, 0.1475, 0.1683, 0.1561, 0.1547, 0.082, 0.205, 0.2165, 0.146, 0.141, 0.1971, 0.1928, 0.2072, 0.2849, 0.3036, 0.3036, 0.3036, 0.3036, 0.3669, 0.3676, 0.3885, 0.4388, 0.464, 0.5683, 0.5576, 0.5576, 0.4036, 0.2388, 0.3784, 0.354, 0.2482, 0.3518, 0.3669, 0.3518, 0.3201, 0.3576, 0.395, 0.5, 0.4424, 0.4345, 0.3403, 0.3647, 0.3597, 0.2957, 0.2957, 0.271, 0.2054, 0.3672, 0.2861, 0.3423, 0.3921, 0.4166, 0.5175, 0.4707, 0.4851, 0.449, 0.4887, 0.5211, 0.568, 0.5572, 0.5464, 0.5788, 0.568, 0.6185, 0.5824, 0.6185, 0.6004, 0.6293, 0.5896, 0.5896, 0.6761, 0.6761, 0.9176, 0.9573, 0.9357, 1.0582, 1.0113, 1.0474, 1.1339, 0.9501, 1.0258, 0.9861, 0.9897, 1.1591, 1.1087, 1.1087, 1.1555, 1.2132, 1.1591, 1.2853, 1.516, 1.5989, 1.5989, 1.534, 1.3718, 1.1303, 1.3213, 1.1808, 1.1555, 1.3249, 1.4295, 1.4727, 1.498, 1.6133, 1.552, 1.5484, 1.2348, 1.4547, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2009457028708835677", "ticker_idx": 2, "ts": "2026-01-09T02:47:44+00:00", "symbol": "000660.KS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "It's crap load of good news for Micron, Samsung and SK Hynix. As long as Inference keeps growing, HBM and SSDs will be very profitable.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish Micron, Samsung, SK Hynix on inference-driven HBM and SSD profitability growth.", "resolved_tickers": ["000660.KS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@jyp501 It's crap load of good news for Micron, Samsung and SK Hynix. As long as Inference keeps growing, HBM and SSDs will be very profitable.", "reply_text": null, "parent_text": "@TradexWhisperer Impossible but still a good problem to have for $MU, no?", "quoted_text": null, "parent_author": "jyp501", "ret_m1d": 0.01612908927947343, "ret_signed_m1d": 0.01612908927947343, "alpha_spy_m1d": 0.0226990227897943, "alpha_c_m1d": 0.042438092419752715, "bench_spy_m1d": -0.006569933510320869, "bench_c_m1d": -0.026309003140279286, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0067204047646785, "ret_signed_p1d": 0.0067204047646785, "alpha_spy_p1d": 0.00514997176401466, "alpha_c_p1d": 0.0030206913971999594, "bench_spy_p1d": 0.00157043300066384, "bench_c_p1d": 0.003699713367478541, "ret_p1w": 0.01612908927947343, "ret_signed_p1w": 0.01612908927947343, "alpha_spy_p1w": 0.019601387014616223, "alpha_c_p1w": -0.01256936761560401, "bench_spy_p1w": -0.003472297735142793, "bench_c_p1w": 0.02869845689507744, "ret_p1m": 0.192204300170167, "ret_signed_p1m": 0.192204300170167, "alpha_spy_p1m": 0.19237722107476607, "alpha_c_p1m": 0.14742244769312074, "bench_spy_p1m": -0.00017292090459908316, "bench_c_p1m": 0.04478185247704625, "ret_p3m": 0.3910029117629432, "ret_signed_p3m": 0.3910029117629432, "alpha_spy_p3m": 0.4143633236612452, "alpha_c_p3m": 0.3044194574149175, "bench_spy_p3m": -0.023360411898301958, "bench_c_p3m": 0.08658345434802572, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.192204300170167, "alpha_spy_stated": 0.19237722107476607, "alpha_c_stated": 0.14742244769312074, "price_path": [-0.4473, -0.4325, -0.3922, -0.3748, -0.3479, -0.3566, -0.3533, -0.3573, -0.315, -0.2814, -0.3002, -0.2505, -0.2371, -0.2492, -0.1673, -0.2129, -0.2223, -0.2035, -0.221, -0.1861, -0.1686, -0.1713, -0.178, -0.2479, -0.1861, -0.2344, -0.2452, -0.2331, -0.3002, -0.3016, -0.3029, -0.2962, -0.2688, -0.2876, -0.2769, -0.25, -0.2581, -0.2715, -0.2688, -0.2245, -0.2392, -0.211, -0.2406, -0.2325, -0.2554, -0.2876, -0.2594, -0.2581, -0.2648, -0.2204, -0.2151, -0.2097, -0.2097, -0.1949, -0.1398, -0.125, -0.125, -0.125, -0.0901, -0.0645, -0.0242, -0.0027, 0.0161, 0.0, 0.0067, -0.0081, -0.0027, 0.0067, 0.0161, 0.0269, -0.0013, -0.0054, 0.0148, 0.0309, -0.0108, 0.0753, 0.1304, 0.1573, 0.2218, 0.1156, 0.2191, 0.2097, 0.1317, 0.1277, 0.1922, 0.1774, 0.1559, 0.1935, 0.1828, 0.1828, 0.1828, 0.1828, 0.2016, 0.2755, 0.2782, 0.3508, 0.3683, 0.4799, 0.4287, 0.4287, 0.2644, 0.1432, 0.2671, 0.2442, 0.1257, 0.2631, 0.286, 0.2523, 0.2254, 0.3116, 0.3062, 0.422, 0.3641, 0.356, 0.2563, 0.3277, 0.3398, 0.2563, 0.2563, 0.1756, 0.0867, 0.2079, 0.1176, 0.1796, 0.1931, 0.2335, 0.391, 0.3439, 0.3829, 0.4004, 0.4853, 0.5297, 0.5553, 0.5189, 0.5701, 0.6482, 0.6469, 0.6495, 0.6455, 0.7398, 0.7505, 0.7411, 0.7317, 0.7317, 0.9485, 0.9485, 1.1559, 1.2272, 1.2703, 1.5315, 1.4709, 1.6608, 1.6527, 1.4494, 1.4777, 1.3498, 1.3498, 1.6123, 1.6137, 1.6137, 1.7632, 2.0203, 2.0828, 2.1421, 2.1825, 2.1784, 2.1784, 2.0949, 1.7879, 1.5737, 1.9831, 1.7582, 1.8296, 1.8956, 2.0815, 2.2081, 2.3953, 2.6161, 2.7225, 2.9313, 2.4411, 2.4747, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:1997773601723093233", "ticker_idx": 0, "ts": "2025-12-07T21:01:58+00:00", "symbol": "META", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "This BLUE candle is still launching hard 🚀 Short-term turbulence possible, but $705 partial gap fill incoming", "tweet_type": "prediction", "timeline": "days", "summary": "Bullish META with $705 partial gap fill target despite short-term turbulence.", "resolved_tickers": ["META"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "quote", "lang": "en", "tweet_text": "🟦 $META This BLUE candle is still launching hard 🚀\n\nShort-term turbulence possible, but $705 partial gap fill incoming  💰\n\n250+ Daily BLUE Candle Alerts. Free Trial:\nhttps://t.co/ZQDP5HCFyq https://t.co/UIEfstAuL7", "reply_text": null, "parent_text": null, "quoted_text": "🟦 $META Decent (D) BLUE candle bounce. A brief pause before earnings gap challenge? 🚀\n\n250+ Daily BLUE Candle Alerts. Free Trial: https://t.co/UOnxsgc8Ii https://t.co/bKuDUBVGmD", "parent_author": null, "ret_m1d": 0.009928040269036487, "ret_signed_m1d": 0.009928040269036487, "alpha_spy_m1d": 0.006914778695372714, "alpha_c_m1d": 0.0024448864370125722, "bench_spy_m1d": 0.0030132615736637725, "bench_c_m1d": 0.007483153832023914, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.014756925404838306, "ret_signed_p1d": -0.014756925404838306, "alpha_spy_p1d": -0.013893897331265115, "alpha_c_p1d": -0.01587508107176072, "bench_spy_p1d": -0.000863028073573191, "bench_c_p1d": 0.0011181556669224157, "ret_p1w": -0.02813717161392304, "ret_signed_p1w": -0.02813717161392304, "alpha_spy_p1w": -0.02389512802249838, "alpha_c_p1w": -0.030803502070176347, "bench_spy_p1w": -0.00424204359142466, "bench_c_p1w": 0.0026663304562533074, "ret_p1m": -0.008460139213368412, "ret_signed_p1m": -0.008460139213368412, "alpha_spy_p1m": -0.023415901710419074, "alpha_c_p1m": -0.020930826199045627, "bench_spy_p1m": 0.014955762497050662, "bench_c_p1m": 0.012470686985677215, "ret_p3m": -0.008535117341688547, "ret_signed_p3m": -0.008535117341688547, "alpha_spy_p3m": -0.00808627432772846, "alpha_c_p3m": -0.030584225340057447, "bench_spy_p3m": -0.0004488430139600874, "bench_c_p3m": 0.0220491079983689, "ret_p6m": -0.10223529348063798, "ret_signed_p6m": -0.10223529348063798, "alpha_spy_p6m": -0.2196452802467007, "alpha_c_p6m": -0.08538733762096862, "bench_spy_p6m": 0.11740998676606273, "bench_c_p6m": -0.01684795585966936, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": -0.02813717161392304, "alpha_spy_stated": -0.02389512802249838, "alpha_c_stated": -0.030803502070176347, "price_path": [0.127, 0.1254, 0.1324, 0.146, 0.1675, 0.1626, 0.1694, 0.1665, 0.1475, 0.1329, 0.1408, 0.1231, 0.1154, 0.1149, 0.1013, 0.0758, 0.0904, 0.0656, 0.0733, 0.0694, 0.0765, 0.1, 0.0577, 0.0733, 0.0628, 0.0761, 0.0679, 0.0752, 0.098, 0.0997, 0.0999, 0.1008, 0.1073, 0.126, 0.1269, 0.1273, -0.0005, -0.0277, -0.0436, -0.0592, -0.0463, -0.0718, -0.0676, -0.0525, -0.0596, -0.0867, -0.0853, -0.086, -0.0972, -0.1036, -0.1147, -0.1165, -0.1088, -0.0806, -0.0459, -0.0498, -0.0498, -0.0283, -0.0389, -0.0295, -0.0408, -0.0079, 0.0099, 0.0, -0.0148, -0.025, -0.0211, -0.0338, -0.0281, -0.0137, -0.0252, -0.0027, -0.0112, -0.0071, -0.002, 0.0019, 0.0019, -0.0045, -0.0114, -0.0005, -0.0093, -0.0093, -0.0238, -0.0112, -0.0085, -0.0264, -0.0303, -0.0198, -0.0365, -0.0528, -0.0762, -0.0682, -0.0691, -0.0691, -0.0933, -0.08, -0.028, -0.0113, 0.0092, 0.0101, 0.0037, 0.1081, 0.0754, 0.0603, 0.0382, 0.0041, 0.0059, -0.0072, 0.0165, 0.0067, 0.0037, -0.0247, -0.0398, -0.0398, -0.0405, -0.0346, -0.0322, -0.0159, -0.0435, -0.0405, -0.0189, -0.0139, -0.0271, -0.0191, -0.0168, 0.0022, -0.0085, -0.0321, -0.0283, -0.0183, -0.0171, -0.0421, -0.0789, -0.0574, -0.0646, -0.0751, -0.0886, -0.1082, -0.0926, -0.1093, -0.1064, -0.1775, -0.2103, -0.1942, -0.1405, -0.1299, -0.137, -0.137, -0.1392, -0.1362, -0.08, -0.056, -0.0538, -0.0468, -0.0048, 0.0089, 0.0168, 0.0343, 0.0078, 0.0047, 0.0136, -0.0098, 0.014, 0.0194, 0.0085, 0.0052, -0.0808, -0.0855, -0.083, -0.0912, -0.0793, -0.0734, -0.0842, -0.1004, -0.0942, -0.0737, -0.071, -0.0773, -0.0818, -0.0948, -0.0911, -0.0876, -0.0833, -0.0833, -0.0801, -0.0457, -0.0457, -0.0498, -0.098, -0.1022]}
{"unit_id": "quote:2016016558578139469", "ticker_idx": 0, "ts": "2026-01-27T05:12:57+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Micron and Palantir are my biggest bets and core coverage on X", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Author holds PLTR and MU as biggest long bets, citing perfect 10/10 outlook ratings from LSE Group research.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "$PLTR London Stock Exchange Group just dropped a fresh new Research Report on Palantir.\n\nJust like $MU, Palantir scored a PERFECT 10/10 outlook rating, DOUBLE the SalesForce's rating of 5.\n\nMicron and Palantir are my biggest bets and core coverage on X. Coincidence? No, sir. https://t.co/FAc5PEBc4h", "reply_text": null, "parent_text": null, "quoted_text": "$PLTR valuation makes ZERO sense \n\nBut then why do institutions keep buying it?\nWhat do they know that you don't?\n\nI work in BIG DATA analytics and let me share the secrets of Palantir in the most basic way\n\nPalantir has monopoly on Automated Governance, serving as the ultimate https://t.co/XGLRmO7rq8", "parent_author": null, "ret_m1d": 0.010681981322026246, "ret_signed_m1d": 0.010681981322026246, "alpha_spy_m1d": 0.014650336118706697, "alpha_c_m1d": 0.014650336118706697, "bench_spy_m1d": -0.003968354796680451, "bench_c_m1d": -0.003968354796680451, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0503922208721268, "ret_signed_p1d": -0.0503922208721268, "alpha_spy_p1d": -0.05029155629180193, "alpha_c_p1d": -0.05029155629180193, "bench_spy_p1d": -0.0001006645803248718, "bench_c_p1d": -0.0001006645803248718, "ret_p1w": -0.047193676580889354, "ret_signed_p1w": -0.047193676580889354, "alpha_spy_p1w": -0.03862421819691497, "alpha_c_p1w": -0.03862421819691497, "bench_spy_p1w": -0.008569458383974382, "bench_c_p1w": -0.008569458383974382, "ret_p1m": -0.19016291543251118, "ret_signed_p1m": -0.19016291543251118, "alpha_spy_p1m": -0.18679845989290667, "alpha_c_p1m": -0.18679845989290667, "bench_spy_p1m": -0.003364455539604516, "bench_c_p1m": -0.003364455539604516, "ret_p3m": -0.13645142442225866, "ret_signed_p3m": -0.13645142442225866, "alpha_spy_p3m": -0.1657830186668915, "alpha_c_p3m": -0.1657830186668915, "bench_spy_p3m": 0.02933159424463283, "bench_c_p3m": 0.02933159424463283, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.19016291543251118, "alpha_spy_stated": -0.18679845989290667, "alpha_c_stated": -0.18679845989290667, "price_path": [0.1741, 0.2098, 0.2503, 0.1511, 0.134, 0.0564, 0.0738, 0.1684, 0.1524, 0.1115, 0.0389, 0.0502, 0.0335, 0.0098, -0.0017, -0.0601, -0.0655, -0.0208, -0.013, 0.0004, 0.0004, 0.0166, 0.0108, 0.0301, 0.0626, 0.0737, 0.0969, 0.0953, 0.0974, 0.134, 0.1318, 0.1078, 0.1059, 0.1331, 0.0699, 0.1206, 0.167, 0.1707, 0.1716, 0.1718, 0.1718, 0.1389, 0.1115, 0.0914, 0.0727, 0.0727, 0.013, 0.0503, 0.0846, 0.0964, 0.0674, 0.0712, 0.0827, 0.08, 0.0766, 0.0686, 0.0317, 0.0317, 0.0171, -0.0022, 0.0012, 0.0235, 0.0107, 0.0, -0.0504, -0.0835, -0.1153, -0.1083, -0.0472, -0.1579, -0.2154, -0.1798, -0.1375, -0.1581, -0.1812, -0.2207, -0.2069, -0.2069, -0.1972, -0.183, -0.1859, -0.1838, -0.2118, -0.2225, -0.1902, -0.1796, -0.1721, -0.1239, -0.1115, -0.0755, -0.0786, -0.0515, -0.0559, -0.0879, -0.0851, -0.0736, -0.089, -0.0783, -0.0641, -0.078, -0.0605, -0.0906, -0.0293, -0.0659, -0.0648, -0.1095, -0.1366, -0.1699, -0.1172, -0.1159, -0.104, -0.104, -0.1072, -0.0943, -0.1505, -0.2125, -0.2272, -0.2011, -0.1811, -0.1421, -0.1384, -0.1165, -0.1196, -0.1191, -0.0789, -0.1456, -0.1365, -0.1364, -0.148, -0.1674, -0.1605, -0.1305, -0.1187, -0.1798, -0.1926, -0.1729, -0.1684, -0.1739, -0.1792, -0.2151, -0.1929, -0.1914, -0.1844, -0.1837, -0.1723, -0.1707, -0.1739, -0.1739, -0.1756, -0.2003, -0.1349, -0.0553, -0.0305, -0.0817, -0.1418, -0.1448, -0.1821, -0.1764, -0.203, -0.2142, -0.2089, -0.2276, -0.187, -0.1958, -0.2116, -0.2247, -0.2247, -0.2788, -0.2957, -0.2957, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2016016558578139469", "ticker_idx": 1, "ts": "2026-01-27T05:12:57+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Micron and Palantir are my biggest bets and core coverage on X", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Author holds PLTR and MU as biggest long bets, citing perfect 10/10 outlook ratings from LSE Group research.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$PLTR London Stock Exchange Group just dropped a fresh new Research Report on Palantir.\n\nJust like $MU, Palantir scored a PERFECT 10/10 outlook rating, DOUBLE the SalesForce's rating of 5.\n\nMicron and Palantir are my biggest bets and core coverage on X. Coincidence? No, sir. https://t.co/FAc5PEBc4h", "reply_text": null, "parent_text": null, "quoted_text": "$PLTR valuation makes ZERO sense \n\nBut then why do institutions keep buying it?\nWhat do they know that you don't?\n\nI work in BIG DATA analytics and let me share the secrets of Palantir in the most basic way\n\nPalantir has monopoly on Automated Governance, serving as the ultimate https://t.co/XGLRmO7rq8", "parent_author": null, "ret_m1d": -0.05155517571166213, "ret_signed_m1d": -0.05155517571166213, "alpha_spy_m1d": -0.047586820914981676, "alpha_c_m1d": -0.03085537785830117, "bench_spy_m1d": -0.003968354796680451, "bench_c_m1d": -0.020699797853360957, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.06103750519364337, "ret_signed_p1d": 0.06103750519364337, "alpha_spy_p1d": 0.06113816977396824, "alpha_c_p1d": 0.03800495790619718, "bench_spy_p1d": -0.0001006645803248718, "bench_c_p1d": 0.023032547287446192, "ret_p1w": 0.02242597155829551, "ret_signed_p1w": 0.02242597155829551, "alpha_spy_p1w": 0.030995429942269892, "alpha_c_p1w": 0.04592506873255886, "bench_spy_p1w": -0.008569458383974382, "bench_c_p1w": -0.02349909717426335, "ret_p1m": 0.04572936464931909, "ret_signed_p1m": 0.04572936464931909, "alpha_spy_p1m": 0.04909382018892361, "alpha_c_p1m": -0.0007040390636565697, "bench_spy_p1m": -0.003364455539604516, "bench_c_p1m": 0.04643340371297566, "ret_p3m": 0.2113121292028881, "ret_signed_p3m": 0.2113121292028881, "alpha_spy_p3m": 0.18198053495825528, "alpha_c_p3m": -0.032248343335862684, "bench_spy_p3m": 0.02933159424463283, "bench_c_p3m": 0.2435604725387508, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.04572936464931909, "alpha_spy_stated": 0.04909382018892361, "alpha_c_stated": -0.0007040390636565697, "price_path": [-0.4542, -0.4548, -0.4281, -0.4687, -0.4213, -0.4193, -0.4203, -0.3828, -0.4125, -0.4033, -0.4226, -0.3986, -0.4105, -0.4432, -0.4495, -0.5093, -0.4947, -0.4544, -0.4529, -0.4389, -0.4389, -0.4238, -0.4141, -0.4165, -0.4294, -0.4477, -0.422, -0.3984, -0.385, -0.3574, -0.3702, -0.4124, -0.4213, -0.4335, -0.4505, -0.3944, -0.3521, -0.3261, -0.3268, -0.3015, -0.3015, -0.3061, -0.2824, -0.2867, -0.3043, -0.3043, -0.2311, -0.2391, -0.1629, -0.1723, -0.2029, -0.1588, -0.1569, -0.1758, -0.1874, -0.1794, -0.1158, -0.1158, -0.1103, -0.0515, -0.0309, -0.0258, -0.0516, 0.0, 0.061, 0.0623, 0.0113, 0.0672, 0.0224, -0.0752, -0.0667, -0.0379, -0.0652, -0.0902, 0.0002, 0.0091, 0.0035, 0.0035, -0.0255, 0.0261, 0.0173, 0.0437, 0.0262, 0.0189, 0.0457, 0.013, 0.0052, 0.0059, -0.0745, -0.0231, -0.0322, -0.0974, -0.051, -0.0174, 0.0206, -0.0119, 0.0387, 0.0769, 0.1254, 0.1255, 0.083, 0.0309, -0.0144, -0.0359, -0.0686, -0.1335, -0.1292, -0.2153, -0.1761, -0.103, -0.1069, -0.1069, -0.0788, -0.0792, -0.0081, 0.0279, 0.0257, 0.0402, 0.1356, 0.1126, 0.115, 0.1097, 0.0935, 0.0959, 0.1888, 0.1747, 0.2113, 0.2792, 0.2298, 0.2643, 0.2612, 0.3222, 0.4057, 0.5612, 0.6256, 0.5769, 0.8212, 0.9395, 0.8694, 0.9597, 0.8924, 0.7672, 0.662, 0.704, 0.785, 0.8585, 0.8314, 0.8314, 1.1847, 1.264, 1.2521, 1.3679, 1.5252, 1.5949, 1.6327, 1.4289, 1.107, 1.3149, 1.2823, 1.175, 1.4286, 1.3938, 1.6532, 1.4892, 1.5439, 1.7654, 1.7654, 1.9541, 1.5649, 1.5649, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:1995610107225538702", "ticker_idx": 0, "ts": "2025-12-01T21:45:00+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": "HBM", "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU Bargain of the Century", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Endorses MU as a bargain on 15.5x PE, 2.33x sales, 50% sequential HBM growth, and surging DRAM/NAND prices.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "🟦 $MU Micron plans $9.6 billion HBM fab in Japan as AI memory race accelerates\n\nHBM demand 🚀🔥 https://t.co/SG3RobWvlc", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": 0.00405030106889348, "ret_signed_m1d": 0.00405030106889348, "alpha_spy_m1d": 0.005899063222671641, "alpha_c_m1d": 0.022050997416170448, "bench_spy_m1d": -0.0018487621537781607, "bench_c_m1d": -0.018000696347276968, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0222556130351107, "ret_signed_p1d": -0.0222556130351107, "alpha_spy_p1d": -0.025718452726193886, "alpha_c_p1d": -0.035999614108929934, "bench_spy_p1d": 0.003462839691083186, "bench_c_p1d": 0.013744001073819234, "ret_p1w": 0.05398975188000277, "ret_signed_p1w": 0.05398975188000277, "alpha_spy_p1w": 0.05177410877326971, "alpha_c_p1w": 0.027364263048643256, "bench_spy_p1w": 0.002215643106733056, "bench_c_p1w": 0.02662548883135951, "ret_p1m": 0.1922222333458803, "ret_signed_p1m": 0.1922222333458803, "alpha_spy_p1m": 0.18869338578460026, "alpha_c_p1m": 0.1871570223311927, "bench_spy_p1m": 0.003528847561280024, "bench_c_p1m": 0.005065211014687598, "ret_p3m": 0.7225628576845053, "ret_signed_p3m": 0.7225628576845053, "alpha_spy_p3m": 0.7130445408617179, "alpha_c_p3m": 0.5884492338408114, "bench_spy_p3m": 0.009518316822787476, "bench_c_p3m": 0.13411362384369396, "ret_p6m": 2.879807867358156, "ret_signed_p6m": 2.879807867358156, "alpha_spy_p6m": 2.772397892476363, "alpha_c_p6m": 2.217862666890881, "bench_spy_p6m": 0.10740997488179316, "bench_c_p6m": 0.661945200467275, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.1922222333458803, "alpha_spy_stated": 0.18869338578460026, "alpha_c_stated": 0.1871570223311927, "price_path": [-0.4817, -0.4518, -0.4514, -0.4357, -0.4158, -0.3717, -0.3439, -0.3416, -0.3373, -0.3324, -0.2952, -0.3209, -0.3131, -0.3056, -0.3252, -0.3456, -0.3437, -0.3161, -0.3018, -0.2399, -0.2332, -0.2157, -0.2026, -0.2246, -0.1793, -0.1969, -0.2417, -0.1951, -0.2189, -0.1985, -0.1543, -0.155, -0.1366, -0.1553, -0.1713, -0.1369, -0.0855, -0.081, -0.0734, -0.0537, -0.0646, -0.0656, -0.02, -0.0896, -0.0083, -0.0048, -0.0066, 0.0577, 0.0068, 0.0226, -0.0106, 0.0306, 0.0103, -0.0459, -0.0567, -0.1592, -0.1341, -0.065, -0.0625, -0.0385, -0.0385, -0.0126, 0.0041, 0.0, -0.0223, -0.0536, -0.0095, 0.031, 0.054, 0.1011, 0.0792, 0.0069, -0.0083, -0.0291, -0.0583, 0.0378, 0.1104, 0.1549, 0.1536, 0.197, 0.197, 0.1892, 0.2297, 0.2224, 0.1922, 0.1922, 0.3176, 0.3039, 0.4346, 0.4184, 0.366, 0.4415, 0.4448, 0.4124, 0.3925, 0.4062, 0.5153, 0.5153, 0.5247, 0.6254, 0.6608, 0.6694, 0.6253, 0.7137, 0.8183, 0.8204, 0.733, 0.8288, 0.7521, 0.5848, 0.5994, 0.6487, 0.602, 0.5591, 0.7141, 0.7292, 0.7196, 0.7196, 0.67, 0.7584, 0.7434, 0.7886, 0.7585, 0.7461, 0.792, 0.7359, 0.7226, 0.7238, 0.586, 0.6741, 0.6586, 0.5468, 0.6263, 0.6839, 0.749, 0.6932, 0.78, 0.8455, 0.9286, 0.9288, 0.8558, 0.7665, 0.6891, 0.6522, 0.5961, 0.4848, 0.4922, 0.3448, 0.4118, 0.5372, 0.5305, 0.5305, 0.5787, 0.5779, 0.6997, 0.7615, 0.7576, 0.7826, 0.946, 0.9066, 0.9108, 0.9017, 0.8739, 0.878, 1.0372, 1.0131, 1.0758, 1.1921, 1.1074, 1.1666, 1.1612, 1.2659, 1.409, 1.6754, 1.7857, 1.7023, 2.1209, 2.3237, 2.2035, 2.3584, 2.2429, 2.0283, 1.8481, 1.92, 2.059, 2.1848, 2.1384, 2.1384, 2.7439, 2.8798]}
{"unit_id": "quote:2018412945802424490", "ticker_idx": 0, "ts": "2026-02-02T19:55:21+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU Bullish", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish on MU, citing patience and fundamentals in context of Tesla Terafab memory demand thesis.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU (W) BLUE Candle \"What sorcery is this?\"\n\nNot sorcery. It's called PATIENCE and truly understanding the fundamentals. https://t.co/WLyPClu4b0", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bullish\n\n\"To eliminate constraints that are likely to arise in the next 3 - 4 years, we must build a gigantic chip fab, Tesla Terafab. ��​It must be a very large-scale production facility that includes logic, memory and packaging. I can't see any other way ..\"\n\n-Elon Musk https://t.co/5JaM0EzKNd", "parent_author": null, "ret_m1d": -0.05235266083794998, "ret_signed_m1d": -0.05235266083794998, "alpha_spy_m1d": -0.047406028910000564, "alpha_c_m1d": -0.041297902517165586, "bench_spy_m1d": -0.004946631927949419, "bench_c_m1d": -0.011054758320784397, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04193689928580624, "ret_signed_p1d": -0.04193689928580624, "alpha_spy_p1d": -0.03348151338463368, "alpha_c_p1d": -0.016714435589620935, "bench_spy_p1d": -0.008455385901172563, "bench_c_p1d": -0.025222463696185304, "ret_p1w": -0.12402922326843191, "ret_signed_p1w": -0.12402922326843191, "alpha_spy_p1w": -0.12192975910208703, "alpha_c_p1w": -0.12079367330086299, "bench_spy_p1w": -0.0020994641663448776, "bench_c_p1w": -0.003235549967568918, "ret_p1m": -0.13275465511876516, "ret_signed_p1m": -0.13275465511876516, "alpha_spy_p1m": -0.11106975086082527, "alpha_c_p1m": -0.09130552010513115, "bench_spy_p1m": -0.021684904257939897, "bench_c_p1m": -0.04144913501363401, "ret_p3m": 0.1817661968369726, "ret_signed_p3m": 0.1817661968369726, "alpha_spy_p3m": 0.14551033714901407, "alpha_c_p3m": -0.060285914113651806, "bench_spy_p3m": 0.036255859687958525, "bench_c_p3m": 0.2420521109506244, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.13275465511876516, "alpha_spy_stated": -0.11106975086082527, "alpha_c_stated": -0.09130552010513115, "price_path": [-0.4577, -0.4558, -0.4568, -0.4217, -0.4495, -0.4408, -0.459, -0.4364, -0.4476, -0.4783, -0.4842, -0.5402, -0.5265, -0.4887, -0.4873, -0.4743, -0.4743, -0.4601, -0.451, -0.4532, -0.4654, -0.4825, -0.4584, -0.4362, -0.4237, -0.3979, -0.4099, -0.4494, -0.4577, -0.4691, -0.4851, -0.4325, -0.3928, -0.3685, -0.3692, -0.3454, -0.3454, -0.3498, -0.3276, -0.3316, -0.3481, -0.3481, -0.2795, -0.287, -0.2156, -0.2244, -0.253, -0.2118, -0.21, -0.2277, -0.2386, -0.2311, -0.1714, -0.1714, -0.1663, -0.1112, -0.0919, -0.0871, -0.1113, -0.063, -0.0058, -0.0046, -0.0524, 0.0, -0.0419, -0.1334, -0.1254, -0.0985, -0.124, -0.1474, -0.0627, -0.0544, -0.0597, -0.0597, -0.0868, -0.0385, -0.0467, -0.022, -0.0384, -0.0452, -0.0201, -0.0508, -0.0581, -0.0574, -0.1328, -0.0846, -0.0931, -0.1542, -0.1107, -0.0792, -0.0437, -0.0741, -0.0267, 0.0091, 0.0546, 0.0547, 0.0148, -0.034, -0.0764, -0.0966, -0.1272, -0.1881, -0.1841, -0.2647, -0.228, -0.1594, -0.1631, -0.1631, -0.1368, -0.1372, -0.0706, -0.0368, -0.0389, -0.0253, 0.0641, 0.0425, 0.0448, 0.0399, 0.0247, 0.0269, 0.1139, 0.1008, 0.1351, 0.1987, 0.1524, 0.1847, 0.1818, 0.239, 0.3173, 0.4629, 0.5232, 0.4776, 0.7065, 0.8174, 0.7517, 0.8364, 0.7733, 0.6559, 0.5574, 0.5967, 0.6727, 0.7415, 0.7161, 0.7161, 1.0472, 1.1215, 1.1103, 1.2188, 1.3662, 1.4316, 1.4669, 1.276, 0.9744, 1.1692, 1.1386, 1.038, 1.2757, 1.2431, 1.4862, 1.3325, 1.3838, 1.5913, 1.5913, 1.7681, 1.4034, 1.4034, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
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{"unit_id": "orig:2019547204617379935", "ticker_idx": 1, "ts": "2026-02-05T23:02:29+00:00", "symbol": "TSM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Chip companies will have record high FCF next 5 years as a result of this massive CapEx", "tweet_type": "prediction", "timeline": "years", "summary": "Bullish on chip companies MU, TSM, SNDK for record-high FCF over next 5 years driven by massive CapEx and AI productivity tailwinds.", "resolved_tickers": ["TSM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "Chip companies will have record high FCF next 5 years as a result of this massive CapEx.\n\nMore chips, smarter AI and increased productivity for 8 billion people on Earth. \n\nThe world will never be the same again\n\n$MU $TSM $SNDK", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.05194214220173199, "ret_signed_m1d": -0.05194214220173199, "alpha_spy_m1d": -0.03311848359597602, "alpha_c_m1d": -0.0007035342470419481, "bench_spy_m1d": -0.018823658605755966, "bench_c_m1d": -0.05123860795469004, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.018804531862985474, "ret_signed_p1d": 0.018804531862985474, "alpha_spy_p1d": 0.01398280514640815, "alpha_c_p1d": 0.006355882352265807, "bench_spy_p1d": 0.004821726716577324, "bench_c_p1d": 0.012448649510719667, "ret_p1w": 0.05019342942299154, "ret_signed_p1w": 0.05019342942299154, "alpha_spy_p1w": 0.06303697411978515, "alpha_c_p1w": 0.03508075068165151, "bench_spy_p1w": -0.012843544696793607, "bench_c_p1w": 0.015112678741340035, "ret_p1m": -0.0004299897162991506, "ret_signed_p1m": -0.0004299897162991506, "alpha_spy_p1m": 0.01745251261326919, "alpha_c_p1m": 0.01769524093208752, "bench_spy_p1m": -0.01788250232956834, "bench_c_p1m": -0.01812523064838667, "ret_p3m": 0.20591099564602433, "ret_signed_p3m": 0.20591099564602433, "alpha_spy_p3m": 0.1404421287011599, "alpha_c_p3m": -0.16284293967038566, "bench_spy_p3m": 0.06546886694486442, "bench_c_p3m": 0.36875393531641, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.1676, -0.1692, -0.1932, -0.1857, -0.1938, -0.2055, -0.1927, -0.2067, -0.2136, -0.1863, -0.1861, -0.171, -0.171, -0.1666, -0.1776, -0.165, -0.1554, -0.1626, -0.1574, -0.137, -0.1326, -0.1134, -0.1261, -0.1628, -0.1752, -0.1777, -0.2061, -0.1839, -0.1717, -0.1593, -0.1488, -0.1435, -0.1435, -0.1319, -0.1374, -0.1412, -0.1289, -0.1289, -0.0838, -0.0763, -0.0614, -0.0865, -0.0884, -0.0723, -0.049, -0.0506, -0.0623, -0.0207, -0.0185, -0.0185, -0.0622, -0.0652, -0.0616, -0.0401, -0.0463, -0.0301, -0.0188, -0.0267, -0.0524, -0.0215, -0.0376, -0.0662, -0.0519, 0.0, 0.0188, 0.0374, 0.0724, 0.0552, 0.0502, 0.0502, 0.044, 0.0384, 0.0331, 0.0622, 0.0607, 0.1058, 0.1115, 0.0801, 0.0738, 0.0581, 0.0123, 0.0246, 0.0144, -0.0286, -0.0004, -0.005, 0.0164, -0.0348, -0.0302, -0.0247, -0.0054, -0.0239, -0.0261, -0.0536, -0.0271, -0.0133, -0.0003, -0.0626, -0.0607, -0.0902, -0.0285, -0.0183, -0.0254, -0.0254, -0.0176, -0.0073, 0.0518, 0.0507, 0.0653, 0.0624, 0.092, 0.0783, 0.0445, 0.0651, 0.0528, 0.0581, 0.1138, 0.1, 0.1569, 0.1642, 0.1278, 0.1321, 0.1385, 0.1432, 0.1545, 0.1338, 0.2059, 0.1905, 0.1834, 0.1629, 0.142, 0.1493, 0.2008, 0.1624, 0.1382, 0.1286, 0.1545, 0.1704, 0.1628, 0.1628, 0.1853, 0.2152, 0.2213, 0.2029, 0.2523, 0.2841, 0.2553, 0.279, 0.1935, 0.2269, 0.2301, 0.175, 0.2133, 0.2215, 0.2718, 0.227, 0.2452, 0.3315, 0.3315, 0.3475, 0.2574, 0.2574, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2019547204617379935", "ticker_idx": 2, "ts": "2026-02-05T23:02:29+00:00", "symbol": "SNDK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Chip companies will have record high FCF next 5 years as a result of this massive CapEx", "tweet_type": "prediction", "timeline": "years", "summary": "Bullish on chip companies MU, TSM, SNDK for record-high FCF over next 5 years driven by massive CapEx and AI productivity tailwinds.", "resolved_tickers": ["SNDK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "original", "lang": "en", "tweet_text": "Chip companies will have record high FCF next 5 years as a result of this massive CapEx.\n\nMore chips, smarter AI and increased productivity for 8 billion people on Earth. \n\nThe world will never be the same again\n\n$MU $TSM $SNDK", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.036374278043277974, "ret_signed_m1d": -0.036374278043277974, "alpha_spy_m1d": -0.017550619437522008, "alpha_c_m1d": 0.0025969192839307986, "bench_spy_m1d": -0.018823658605755966, "bench_c_m1d": -0.03897119732720877, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.02433311731070098, "ret_signed_p1d": -0.02433311731070098, "alpha_spy_p1d": -0.029154844027278304, "alpha_c_p1d": -0.04006327342764482, "bench_spy_p1d": 0.004821726716577324, "bench_c_p1d": 0.01573015611694384, "ret_p1w": 0.04784678445939505, "ret_signed_p1w": 0.04784678445939505, "alpha_spy_p1w": 0.06069032915618866, "alpha_c_p1w": 0.05897134820757166, "bench_spy_p1w": -0.012843544696793607, "bench_c_p1w": -0.011124563748176608, "ret_p1m": -0.015419402207636268, "ret_signed_p1m": -0.015419402207636268, "alpha_spy_p1m": 0.0024631001219320714, "alpha_c_p1m": -0.005711935466604978, "bench_spy_p1m": -0.01788250232956834, "bench_c_p1m": -0.00970746674103129, "ret_p3m": 1.3580231652885484, "ret_signed_p3m": 1.3580231652885484, "alpha_spy_p3m": 1.292554298343684, "alpha_c_p3m": 1.1517495494888543, "bench_spy_p3m": 0.06546886694486442, "bench_c_p3m": 0.20627361579969405, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.5458, -0.5265, -0.5927, -0.5749, -0.5553, -0.5904, -0.5887, -0.6723, -0.6651, -0.6204, -0.6312, -0.6404, -0.6404, -0.6266, -0.6485, -0.6566, -0.6749, -0.6433, -0.6179, -0.6229, -0.633, -0.6106, -0.5959, -0.6552, -0.6624, -0.65, -0.6541, -0.633, -0.6026, -0.5969, -0.5904, -0.5818, -0.5818, -0.5818, -0.5915, -0.5983, -0.603, -0.603, -0.5397, -0.5416, -0.4153, -0.4087, -0.4405, -0.3688, -0.349, -0.3481, -0.3514, -0.3156, -0.3083, -0.3083, -0.2422, -0.1617, -0.1581, -0.2076, -0.2126, -0.1949, -0.1176, -0.0981, -0.0363, 0.1125, 0.1632, -0.0224, -0.0364, 0.0, -0.0243, -0.0942, 0.0023, 0.0541, 0.0478, 0.0478, -0.0123, 0.0041, 0.0387, 0.087, 0.1146, 0.0678, 0.0576, 0.0902, 0.0626, 0.0353, -0.0544, 0.0019, -0.0541, -0.1181, -0.0154, 0.035, 0.0961, 0.0349, 0.1065, 0.1767, 0.2044, 0.2605, 0.2912, 0.1869, 0.1748, 0.1748, 0.1336, 0.0087, 0.0299, -0.0426, 0.0625, 0.1585, 0.1733, 0.1733, 0.2119, 0.1887, 0.306, 0.4241, 0.4245, 0.5929, 0.5795, 0.4913, 0.5377, 0.5402, 0.5269, 0.511, 0.6374, 0.5594, 0.6555, 0.7898, 0.6763, 0.7798, 0.8338, 0.9851, 1.1003, 1.3519, 1.358, 1.2409, 1.6128, 1.5881, 1.4283, 1.4203, 1.3124, 1.3541, 1.2293, 1.3134, 1.3289, 1.5792, 1.4729, 1.4729, 1.6583, 1.659, 1.7454, 1.8347, 1.9458, 1.8704, 2.063, 1.9429, 1.6078, 1.746, 1.7536, 1.7481, 2.1466, 2.3115, 2.5251, 2.3306, 2.2759, 2.6537, 2.6537, 2.8025, 2.2839, 2.2839, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2006232925688455536", "ticker_idx": 0, "ts": "2025-12-31T05:16:18+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "It's a PERMANENT structural shift. NOT a cycle.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish MU: consumer brand gone, all production shifted to high-margin data centers permanently; not a cyclical trade.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU To all cyclical traders:\n\nMicron has killed off its Crucial consumer brand for good. Crucial is not returning. The AI demand has reshaped the industry permanently and all production is now focused on high-margin data centers.\n\nIt's a PERMANENT structural shift. NOT a cycle. https://t.co/YFnOZRHsdF", "reply_text": null, "parent_text": null, "quoted_text": "Here's the P/E and P/S Ratio of $MU that enables AI GPUs with super fast High Bandwith Memory Cubes. Their HBM sales grew 50% sequentially and DRAM/NAND prices have bottomed. Micron intends to take at least 27% of the whole HBM market.\n\nForward P/E ratio: 10.41\nForward P/S ratio https://t.co/TSLBx04ENf", "parent_author": null, "ret_m1d": 0.025296874712517292, "ret_signed_m1d": 0.025296874712517292, "alpha_spy_m1d": 0.017832720925736734, "alpha_c_m1d": 0.01646675049996782, "bench_spy_m1d": 0.0074641537867805585, "bench_c_m1d": 0.008830124212549473, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0, "ret_signed_p1d": 0.0, "alpha_spy_p1d": 0.0, "alpha_c_p1d": 0.0, "bench_spy_p1d": 0.0, "bench_c_p1d": 0.0, "ret_p1w": 0.189691955447292, "ret_signed_p1w": 0.189691955447292, "alpha_spy_p1w": 0.17845896772612324, "alpha_c_p1w": 0.12057806936896132, "bench_spy_p1w": 0.011232987721168763, "bench_c_p1w": 0.06911388607833069, "ret_p1m": 0.5268911602727657, "ret_signed_p1m": 0.5268911602727657, "alpha_spy_p1m": 0.5091178487279144, "alpha_c_p1m": 0.367532086180802, "bench_spy_p1m": 0.01777331154485129, "bench_c_p1m": 0.1593590740919637, "ret_p3m": 0.1279743630666592, "ret_signed_p3m": 0.1279743630666592, "alpha_spy_p3m": 0.19869248047269727, "alpha_c_p3m": 0.12131011997681918, "bench_spy_p3m": -0.07071811740603806, "bench_c_p3m": 0.0066642430898400384, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.5268911602727657, "alpha_spy_stated": 0.5091178487279144, "alpha_c_stated": 0.367532086180802, "price_path": [-0.3422, -0.3312, -0.3497, -0.3117, -0.3264, -0.364, -0.3249, -0.3449, -0.3278, -0.2907, -0.2912, -0.2758, -0.2915, -0.3049, -0.276, -0.2329, -0.2291, -0.2228, -0.2063, -0.2154, -0.2163, -0.178, -0.2364, -0.1682, -0.1653, -0.1667, -0.1129, -0.1556, -0.1423, -0.1701, -0.1355, -0.1526, -0.1997, -0.2088, -0.2947, -0.2737, -0.2157, -0.2136, -0.1936, -0.1936, -0.1718, -0.1578, -0.1612, -0.1799, -0.2062, -0.1692, -0.1352, -0.1159, -0.0764, -0.0948, -0.1555, -0.1682, -0.1857, -0.2102, -0.1295, -0.0687, -0.0313, -0.0324, 0.004, 0.004, -0.0026, 0.0314, 0.0253, 0.0, 0.0, 0.1051, 0.0937, 0.2033, 0.1897, 0.1458, 0.2091, 0.2118, 0.1847, 0.168, 0.1795, 0.271, 0.271, 0.2789, 0.3633, 0.393, 0.4003, 0.3633, 0.4374, 0.5251, 0.5269, 0.4536, 0.5339, 0.4696, 0.3293, 0.3415, 0.3829, 0.3437, 0.3078, 0.4377, 0.4504, 0.4423, 0.4423, 0.4007, 0.4749, 0.4623, 0.5002, 0.475, 0.4646, 0.5031, 0.456, 0.4448, 0.4459, 0.3303, 0.4042, 0.3912, 0.2974, 0.3641, 0.4124, 0.467, 0.4202, 0.493, 0.5479, 0.6176, 0.6178, 0.5566, 0.4817, 0.4167, 0.3858, 0.3387, 0.2454, 0.2516, 0.128, 0.1842, 0.2894, 0.2837, 0.2837, 0.3241, 0.3235, 0.4257, 0.4775, 0.4743, 0.4952, 0.6322, 0.5992, 0.6027, 0.5951, 0.5718, 0.5752, 0.7087, 0.6885, 0.7411, 0.8387, 0.7676, 0.8173, 0.8128, 0.9006, 1.0206, 1.244, 1.3365, 1.2666, 1.6177, 1.7878, 1.687, 1.8169, 1.7201, 1.5401, 1.3889, 1.4492, 1.5658, 1.6713, 1.6324, 1.6324, 2.1402, 2.2543, 2.2371, 2.4036, 2.6296, 2.7299, 2.7841, 2.4912, 2.0285, 2.3274, 2.2805, 2.1262, 2.4907, 2.4407, 2.8136, 2.578, 2.6566, 2.9749, 2.9749, 3.2461, 2.6867, 2.6867, null]}
{"unit_id": "quote:2007886083472969972", "ticker_idx": 0, "ts": "2026-01-04T18:45:21+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Don't let \"cyclical police\" accounts deprive you of wealth-building on fundamentals. They clearly hate wealth", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish MU: dismisses cyclical bears, urges holding on fundamentals with HBM still early and low 9x forward P/E vs peers.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU Soared from $9.35 in May 2016 to $320 today:\n\nThat's 34x gains in 9.5 years. $60k → $2 Million just by sitting on it\n\nDon't let \"cyclical police\" accounts deprive you of wealth-building on fundamentals. They clearly hate wealth, no different than $PLTR valuation police bears", "reply_text": null, "parent_text": null, "quoted_text": "$MU Micron is now the 24th largest company in the US, trailing just behind AMD and Costco.\n\nYet it trades at one of the lowest forward P/Es:\n\nCostco: 43x\nAMD: 37x\nMicron: 9x\n\nHBM is relatively a new tech that only started accelerating profits in 2025\n\nWe are still very early https://t.co/GzmXYI1Q9L", "parent_author": null, "ret_m1d": 0.01047579496404416, "ret_signed_m1d": 0.01047579496404416, "alpha_spy_m1d": 0.01709193719477453, "alpha_c_m1d": 0.021837347405923246, "bench_spy_m1d": -0.006616142230730371, "bench_c_m1d": -0.011361552441879086, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.10020817203358767, "ret_signed_p1d": 0.10020817203358767, "alpha_spy_p1d": 0.09426101373421658, "alpha_c_p1d": 0.07364497153417249, "bench_spy_p1d": 0.005947158299371091, "bench_c_p1d": 0.026563200499415185, "ret_p1w": 0.10802499081593964, "ret_signed_p1w": 0.10802499081593964, "alpha_spy_p1w": 0.09720668731564941, "alpha_c_p1w": 0.0734107069340042, "bench_spy_p1w": 0.010818303500290227, "bench_c_p1w": 0.03461428388193544, "ret_p1m": 0.34371301679656074, "ret_signed_p1m": 0.34371301679656074, "alpha_spy_p1m": 0.3410811565662011, "alpha_c_p1m": 0.2905071677731854, "bench_spy_p1m": 0.0026318602303596617, "bench_c_p1m": 0.05320584902337533, "ret_p3m": 0.17377494024981432, "ret_signed_p3m": 0.17377494024981432, "alpha_spy_p3m": 0.21754119308862419, "alpha_c_p3m": 0.1347643437584105, "bench_spy_p3m": -0.04376625283880986, "bench_c_p3m": 0.039010596491403815, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.34371301679656074, "alpha_spy_stated": 0.3410811565662011, "alpha_c_stated": 0.2905071677731854, "price_path": [-0.3706, -0.3841, -0.4185, -0.3827, -0.401, -0.3854, -0.3514, -0.3519, -0.3379, -0.3522, -0.3644, -0.3381, -0.2986, -0.2952, -0.2894, -0.2743, -0.2827, -0.2834, -0.2484, -0.3018, -0.2395, -0.2368, -0.2381, -0.1889, -0.2279, -0.2158, -0.2412, -0.2096, -0.2252, -0.2683, -0.2765, -0.3552, -0.3359, -0.2829, -0.281, -0.2626, -0.2626, -0.2427, -0.23, -0.2331, -0.2502, -0.2742, -0.2404, -0.2093, -0.1917, -0.1555, -0.1723, -0.2278, -0.2395, -0.2554, -0.2778, -0.2041, -0.1484, -0.1143, -0.1153, -0.082, -0.082, -0.088, -0.057, -0.0625, -0.0857, -0.0857, 0.0105, 0.0, 0.1002, 0.0878, 0.0476, 0.1055, 0.108, 0.0832, 0.0679, 0.0784, 0.1621, 0.1621, 0.1693, 0.2465, 0.2737, 0.2803, 0.2465, 0.3142, 0.3945, 0.3961, 0.3291, 0.4025, 0.3437, 0.2154, 0.2266, 0.2644, 0.2286, 0.1957, 0.3146, 0.3262, 0.3188, 0.3188, 0.2807, 0.3486, 0.337, 0.3717, 0.3486, 0.3391, 0.3743, 0.3313, 0.3211, 0.322, 0.2163, 0.2839, 0.272, 0.1863, 0.2472, 0.2914, 0.3413, 0.2986, 0.3651, 0.4153, 0.4791, 0.4792, 0.4233, 0.3548, 0.2954, 0.2671, 0.2241, 0.1387, 0.1444, 0.0313, 0.0828, 0.1789, 0.1738, 0.1738, 0.2107, 0.2101, 0.3035, 0.3509, 0.348, 0.3671, 0.4924, 0.4622, 0.4654, 0.4585, 0.4372, 0.4402, 0.5623, 0.5439, 0.592, 0.6812, 0.6162, 0.6616, 0.6575, 0.7377, 0.8475, 1.0518, 1.1364, 1.0724, 1.3935, 1.549, 1.4568, 1.5756, 1.4871, 1.3225, 1.1843, 1.2394, 1.346, 1.4425, 1.4069, 1.4069, 1.8712, 1.9755, 1.9598, 2.112, 2.3187, 2.4104, 2.46, 2.1921, 1.7691, 2.0424, 1.9995, 1.8584, 2.1917, 2.146, 2.4869, 2.2715, 2.3434, 2.6344, 2.6344, 2.8824, 2.3709, 2.3709, null, null, null, null]}
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{"unit_id": "quote:2013685422413447576", "ticker_idx": 0, "ts": "2026-01-20T18:49:51+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging.", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Bullish MU: frames it as a bargain on low valuation multiples, HBM growth, and surging DRAM/NAND prices, reinforced by CEO commentary on AI-driven demand.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU CEO Sanjay on CNBC\n\n\"Micron announced over $200B dollars of investment under Trump for leading edge memory\"\n\n\"AI driven demand is accelerating ... Memory is actually a strategic asset because ... AI need more memory in order to do all the real time contextual processing.\" https://t.co/usBTJCigWA", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": -0.006164380009599069, "ret_signed_m1d": -0.006164380009599069, "alpha_spy_m1d": -0.02694419046685137, "alpha_c_m1d": -0.03177978927923786, "bench_spy_m1d": 0.0207798104572523, "bench_c_m1d": 0.02561540926963879, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.06605473155081532, "ret_signed_p1d": 0.06605473155081532, "alpha_spy_p1d": 0.054513622269154016, "alpha_c_p1d": 0.03649460553751038, "bench_spy_p1d": 0.0115411092816613, "bench_c_p1d": 0.029560126013304933, "ret_p1w": 0.12394513294440679, "ret_signed_p1w": 0.12394513294440679, "alpha_spy_p1w": 0.09751285398871579, "alpha_c_p1w": 0.08075759043836794, "bench_spy_p1w": 0.026432278955691002, "bench_c_p1w": 0.043187542506038845, "ret_p1m": 0.15328768885560184, "ret_signed_p1m": 0.15328768885560184, "alpha_spy_p1m": 0.14043314291040288, "alpha_c_p1m": 0.09652401070546457, "bench_spy_p1m": 0.01285454594519897, "bench_c_p1m": 0.056763678150137276, "ret_p3m": 0.24729086635899833, "ret_signed_p3m": 0.24729086635899833, "alpha_spy_p3m": 0.196375182581372, "alpha_c_p3m": 0.058326020318802296, "bench_spy_p3m": 0.05091568377762634, "bench_c_p3m": 0.18896484604019603, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.15328768885560184, "alpha_spy_stated": 0.14043314291040288, "alpha_c_stated": 0.09652401070546457, "price_path": [-0.4339, -0.4002, -0.3972, -0.3923, -0.3793, -0.3865, -0.3872, -0.3572, -0.4029, -0.3496, -0.3473, -0.3484, -0.3063, -0.3397, -0.3293, -0.3511, -0.324, -0.3374, -0.3742, -0.3813, -0.4485, -0.4321, -0.3867, -0.3851, -0.3694, -0.3694, -0.3524, -0.3415, -0.3441, -0.3587, -0.3793, -0.3503, -0.3238, -0.3087, -0.2778, -0.2922, -0.3396, -0.3496, -0.3632, -0.3824, -0.3193, -0.2717, -0.2425, -0.2434, -0.2149, -0.2149, -0.2201, -0.1935, -0.1983, -0.2181, -0.2181, -0.1358, -0.1448, -0.0591, -0.0697, -0.1041, -0.0545, -0.0524, -0.0736, -0.0867, -0.0777, -0.0062, -0.0062, 0.0, 0.0661, 0.0893, 0.0949, 0.066, 0.1239, 0.1925, 0.1939, 0.1367, 0.1995, 0.1492, 0.0395, 0.049, 0.0813, 0.0507, 0.0226, 0.1242, 0.1342, 0.1278, 0.1278, 0.0953, 0.1533, 0.1434, 0.1731, 0.1533, 0.1452, 0.1753, 0.1385, 0.1298, 0.1306, 0.0402, 0.098, 0.0878, 0.0145, 0.0666, 0.1044, 0.1471, 0.1105, 0.1675, 0.2104, 0.2649, 0.265, 0.2172, 0.1586, 0.1078, 0.0836, 0.0468, -0.0261, -0.0213, -0.118, -0.074, 0.0082, 0.0038, 0.0038, 0.0354, 0.0349, 0.1148, 0.1553, 0.1528, 0.1691, 0.2763, 0.2505, 0.2532, 0.2473, 0.2291, 0.2317, 0.3361, 0.3203, 0.3614, 0.4378, 0.3822, 0.421, 0.4175, 0.4861, 0.58, 0.7547, 0.827, 0.7723, 1.0469, 1.1799, 1.1011, 1.2027, 1.1269, 0.9862, 0.868, 0.9152, 1.0063, 1.0888, 1.0584, 1.0584, 1.4555, 1.5447, 1.5313, 1.6614, 1.8382, 1.9166, 1.959, 1.7299, 1.3681, 1.6019, 1.5652, 1.4445, 1.7296, 1.6905, 1.982, 1.7978, 1.8593, 2.1081, 2.1081, 2.3202, 1.8828, 1.8828, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2019500180903764347", "ticker_idx": 0, "ts": "2026-02-05T19:55:38+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU Revenue/Profit Expansion Is REAL & 100% AMERICAN", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish MU on real revenue/profit expansion, HBM ramp, DRAM/NAND price surge, and Idaho fab milestone.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU Revenue/Profit Expansion Is REAL & 100% AMERICAN\n\nIdaho fab achieved major structural milestone\n70,000 tons of American steel\nCleanroom size of 10 football stadiums\n\nhttps://t.co/WulC6z3YFt", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": -0.009114944640384204, "ret_signed_m1d": -0.009114944640384204, "alpha_spy_m1d": -0.02176218366142102, "alpha_c_m1d": -0.011607876834454522, "bench_spy_m1d": 0.012647239021036816, "bench_c_m1d": 0.0024929321940703186, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.030818165812845688, "ret_signed_p1d": 0.030818165812845688, "alpha_spy_p1d": 0.011633379336025707, "alpha_c_p1d": -0.02318762361354687, "bench_spy_p1d": 0.01918478647681998, "bench_c_p1d": 0.05400578942639256, "ret_p1w": 0.08117206930844012, "ret_signed_p1w": 0.08117206930844012, "alpha_spy_p1w": 0.07578552211181533, "alpha_c_p1w": 0.015462416105427979, "bench_spy_p1w": 0.005386547196624791, "bench_c_p1w": 0.06570965320301214, "ret_p1m": -0.03288159287191916, "ret_signed_p1m": -0.03288159287191916, "alpha_spy_p1m": -0.02514858436496692, "alpha_c_p1m": -0.03154323048227281, "bench_spy_p1m": -0.007733008506952244, "bench_c_p1m": -0.0013383623896463526, "ret_p3m": 0.6727229901400751, "ret_signed_p3m": 0.6727229901400751, "alpha_spy_p3m": 0.6016999083787613, "alpha_c_p3m": 0.30108525325385616, "bench_spy_p3m": 0.07102308176131378, "bench_c_p3m": 0.37163773688621893, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.03288159287191916, "alpha_spy_stated": -0.02514858436496692, "alpha_c_stated": -0.03154323048227281, "price_path": [-0.3387, -0.3705, -0.3606, -0.3814, -0.3556, -0.3684, -0.4035, -0.4102, -0.4743, -0.4586, -0.4154, -0.4138, -0.3989, -0.3989, -0.3826, -0.3722, -0.3748, -0.3887, -0.4083, -0.3807, -0.3554, -0.341, -0.3115, -0.3252, -0.3705, -0.38, -0.393, -0.4112, -0.3511, -0.3058, -0.2779, -0.2788, -0.2516, -0.2516, -0.2565, -0.2312, -0.2357, -0.2546, -0.2546, -0.1762, -0.1848, -0.1031, -0.1132, -0.1459, -0.0987, -0.0967, -0.1169, -0.1294, -0.1208, -0.0526, -0.0526, -0.0467, 0.0162, 0.0384, 0.0438, 0.0162, 0.0714, 0.1368, 0.1382, 0.0835, 0.1434, 0.0955, -0.0091, 0.0, 0.0308, 0.0016, -0.0252, 0.0717, 0.0812, 0.0751, 0.0751, 0.0441, 0.0994, 0.09, 0.1183, 0.0995, 0.0917, 0.1204, 0.0853, 0.077, 0.0778, -0.0084, 0.0467, 0.037, -0.0329, 0.0168, 0.0528, 0.0935, 0.0587, 0.1129, 0.1539, 0.2058, 0.2059, 0.1603, 0.1045, 0.056, 0.033, -0.0021, -0.0716, -0.067, -0.1592, -0.1173, -0.0389, -0.0431, -0.0431, -0.013, -0.0135, 0.0627, 0.1013, 0.0989, 0.1145, 0.2167, 0.192, 0.1947, 0.189, 0.1716, 0.1741, 0.2737, 0.2586, 0.2978, 0.3706, 0.3176, 0.3546, 0.3512, 0.4167, 0.5062, 0.6727, 0.7417, 0.6895, 0.9513, 1.078, 1.0029, 1.0997, 1.0276, 0.8934, 0.7807, 0.8257, 0.9126, 0.9912, 0.9622, 0.9622, 1.3408, 1.4258, 1.413, 1.537, 1.7056, 1.7803, 1.8207, 1.6024, 1.2575, 1.4803, 1.4453, 1.3303, 1.602, 1.5648, 1.8427, 1.6671, 1.7257, 1.9629, 1.9629, 2.1651, 1.7481, 1.7481, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2008264888297332888", "ticker_idx": 0, "ts": "2026-01-05T19:50:35+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU Up to 70% DRAM price hike. The HBM technology is bringing a structural shift to the entire Memory Market.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish MU on up to 70% DRAM price hike and structural HBM-driven shift in the memory market.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "🔥 $MU Up to 70% DRAM price hike.\n\nThe HBM technology js bringing a structural shift to the entire Memory Market. https://t.co/1NkHJgbiT7", "reply_text": null, "parent_text": null, "quoted_text": "Here's the P/E and P/S Ratio of $MU that enables AI GPUs with super fast High Bandwith Memory Cubes. Their HBM sales grew 50% sequentially and DRAM/NAND prices have bottomed. Micron intends to take at least 27% of the whole HBM market.\n\nForward P/E ratio: 10.41\nForward P/S ratio https://t.co/TSLBx04ENf", "parent_author": null, "ret_m1d": 0.01047579496404416, "ret_signed_m1d": 0.01047579496404416, "alpha_spy_m1d": 0.01709193719477453, "alpha_c_m1d": 0.021837347405923246, "bench_spy_m1d": -0.006616142230730371, "bench_c_m1d": -0.011361552441879086, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.10020817203358767, "ret_signed_p1d": 0.10020817203358767, "alpha_spy_p1d": 0.09426101373421658, "alpha_c_p1d": 0.07364497153417249, "bench_spy_p1d": 0.005947158299371091, "bench_c_p1d": 0.026563200499415185, "ret_p1w": 0.10802499081593964, "ret_signed_p1w": 0.10802499081593964, "alpha_spy_p1w": 0.09720668731564941, "alpha_c_p1w": 0.0734107069340042, "bench_spy_p1w": 0.010818303500290227, "bench_c_p1w": 0.03461428388193544, "ret_p1m": 0.34371301679656074, "ret_signed_p1m": 0.34371301679656074, "alpha_spy_p1m": 0.3410811565662011, "alpha_c_p1m": 0.2905071677731854, "bench_spy_p1m": 0.0026318602303596617, "bench_c_p1m": 0.05320584902337533, "ret_p3m": 0.17377494024981432, "ret_signed_p3m": 0.17377494024981432, "alpha_spy_p3m": 0.21754119308862419, "alpha_c_p3m": 0.1347643437584105, "bench_spy_p3m": -0.04376625283880986, "bench_c_p3m": 0.039010596491403815, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.34371301679656074, "alpha_spy_stated": 0.3410811565662011, "alpha_c_stated": 0.2905071677731854, "price_path": [-0.3706, -0.3841, -0.4185, -0.3827, -0.401, -0.3854, -0.3514, -0.3519, -0.3379, -0.3522, -0.3644, -0.3381, -0.2986, -0.2952, -0.2894, -0.2743, -0.2827, -0.2834, -0.2484, -0.3018, -0.2395, -0.2368, -0.2381, -0.1889, -0.2279, -0.2158, -0.2412, -0.2096, -0.2252, -0.2683, -0.2765, -0.3552, -0.3359, -0.2829, -0.281, -0.2626, -0.2626, -0.2427, -0.23, -0.2331, -0.2502, -0.2742, -0.2404, -0.2093, -0.1917, -0.1555, -0.1723, -0.2278, -0.2395, -0.2554, -0.2778, -0.2041, -0.1484, -0.1143, -0.1153, -0.082, -0.082, -0.088, -0.057, -0.0625, -0.0857, -0.0857, 0.0105, 0.0, 0.1002, 0.0878, 0.0476, 0.1055, 0.108, 0.0832, 0.0679, 0.0784, 0.1621, 0.1621, 0.1693, 0.2465, 0.2737, 0.2803, 0.2465, 0.3142, 0.3945, 0.3961, 0.3291, 0.4025, 0.3437, 0.2154, 0.2266, 0.2644, 0.2286, 0.1957, 0.3146, 0.3262, 0.3188, 0.3188, 0.2807, 0.3486, 0.337, 0.3717, 0.3486, 0.3391, 0.3743, 0.3313, 0.3211, 0.322, 0.2163, 0.2839, 0.272, 0.1863, 0.2472, 0.2914, 0.3413, 0.2986, 0.3651, 0.4153, 0.4791, 0.4792, 0.4233, 0.3548, 0.2954, 0.2671, 0.2241, 0.1387, 0.1444, 0.0313, 0.0828, 0.1789, 0.1738, 0.1738, 0.2107, 0.2101, 0.3035, 0.3509, 0.348, 0.3671, 0.4924, 0.4622, 0.4654, 0.4585, 0.4372, 0.4402, 0.5623, 0.5439, 0.592, 0.6812, 0.6162, 0.6616, 0.6575, 0.7377, 0.8475, 1.0518, 1.1364, 1.0724, 1.3935, 1.549, 1.4568, 1.5756, 1.4871, 1.3225, 1.1843, 1.2394, 1.346, 1.4425, 1.4069, 1.4069, 1.8712, 1.9755, 1.9598, 2.112, 2.3187, 2.4104, 2.46, 2.1921, 1.7691, 2.0424, 1.9995, 1.8584, 2.1917, 2.146, 2.4869, 2.2715, 2.3434, 2.6344, 2.6344, 2.8824, 2.3709, 2.3709, null, null, null, null]}
{"unit_id": "quote:2010109401995022434", "ticker_idx": 0, "ts": "2026-01-10T22:00:02+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Profit margin is expected to reach 70%, and DDR5 may even surpass the margin of HBM3E. Wild", "tweet_type": "analysis", "timeline": "months", "summary": "Bullish MU: DDR4 DRAM price surge to $9.30, 70% profit margin expected, DDR5 margins potentially above HBM3E.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU The average price of DDR4 8GB DRAM surged from $1.40 in January to $9.30 in December (2025)\n\nProfit margin is expected to reach 70%, and DDR5 may even surpass the margin of HBM3E.\n\nWild https://t.co/x2xf64uexc", "reply_text": null, "parent_text": null, "quoted_text": "🤯 Get ready to be MIND BLOWN\n\nForward P/S and PE ratios\n$MU: 2.2 and 11.7\n$AMD: 6.1 and 21.7\n$NVDA: 12.3 and 25.3\n$AVGO: 17.1 and 29.4\n$PLTR: 68.8 and 172.4\n\nMicron HBM revenue grew 52% sequentially. These chips directly enable Blackwell and Rubin GPUs, the center of AI https://t.co/C4BLuZfIzA", "parent_author": null, "ret_m1d": -0.0022551554638750027, "ret_signed_m1d": -0.0022551554638750027, "alpha_spy_m1d": -0.0006871848559977245, "alpha_c_m1d": 0.0014309204791634889, "bench_spy_m1d": -0.0015679706078772782, "bench_c_m1d": -0.0036860759430384915, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.02237836632576584, "ret_signed_p1d": -0.02237836632576584, "alpha_spy_p1d": -0.02037885956038399, "alpha_c_p1d": -0.024605354266768242, "bench_spy_p1d": -0.0019995067653818532, "bench_c_p1d": 0.0022269879410024007, "ret_p1w": 0.048804501907498965, "ret_signed_p1w": 0.048804501907498965, "alpha_spy_p1w": 0.0538393257897285, "alpha_c_p1w": 0.02389790564702321, "bench_spy_p1w": -0.005034823882229533, "bench_c_p1w": 0.024906596260475755, "ret_p1m": 0.0791626830559422, "ret_signed_p1m": 0.0791626830559422, "alpha_spy_p1m": 0.08353577108772958, "alpha_c_p1m": 0.043069901682523115, "bench_spy_p1m": -0.0043730880317873755, "bench_c_p1m": 0.03609278137341909, "ret_p3m": 0.21920688403241706, "ret_signed_p3m": 0.21920688403241706, "alpha_spy_p3m": 0.2384732213699422, "alpha_c_p3m": 0.11771199455102921, "bench_spy_p3m": -0.01926633733752514, "bench_c_p3m": 0.10149488948138785, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.0791626830559422, "alpha_spy_stated": 0.08353577108772958, "alpha_c_stated": 0.043069901682523115, "price_path": [-0.4453, -0.4147, -0.4151, -0.4024, -0.4154, -0.4264, -0.4026, -0.367, -0.3639, -0.3587, -0.345, -0.3526, -0.3533, -0.3217, -0.3699, -0.3136, -0.3112, -0.3124, -0.2679, -0.3032, -0.2922, -0.3152, -0.2866, -0.3007, -0.3396, -0.3471, -0.418, -0.4007, -0.3528, -0.3511, -0.3345, -0.3345, -0.3166, -0.305, -0.3079, -0.3233, -0.345, -0.3144, -0.2864, -0.2705, -0.2379, -0.253, -0.3031, -0.3136, -0.328, -0.3482, -0.2817, -0.2315, -0.2006, -0.2016, -0.1715, -0.1715, -0.1769, -0.1489, -0.1539, -0.1748, -0.1748, -0.088, -0.0975, -0.0071, -0.0183, -0.0545, -0.0023, 0.0, -0.0224, -0.0362, -0.0267, 0.0488, 0.0488, 0.0553, 0.125, 0.1495, 0.1555, 0.125, 0.1861, 0.2585, 0.26, 0.1995, 0.2658, 0.2127, 0.0969, 0.107, 0.1412, 0.1088, 0.0792, 0.1864, 0.1969, 0.1902, 0.1902, 0.1559, 0.2171, 0.2067, 0.238, 0.2171, 0.2086, 0.2404, 0.2015, 0.1923, 0.1931, 0.0978, 0.1587, 0.148, 0.0706, 0.1256, 0.1655, 0.2105, 0.172, 0.2321, 0.2774, 0.3349, 0.335, 0.2845, 0.2227, 0.1691, 0.1436, 0.1047, 0.0277, 0.0328, -0.0692, -0.0228, 0.064, 0.0593, 0.0593, 0.0927, 0.0921, 0.1765, 0.2192, 0.2165, 0.2338, 0.3469, 0.3196, 0.3225, 0.3163, 0.297, 0.2998, 0.41, 0.3934, 0.4367, 0.5173, 0.4586, 0.4996, 0.4959, 0.5683, 0.6674, 0.8518, 0.9281, 0.8704, 1.1601, 1.3005, 1.2173, 1.3245, 1.2446, 1.0961, 0.9713, 1.0211, 1.1173, 1.2044, 1.1722, 1.1722, 1.5913, 1.6854, 1.6713, 1.8086, 1.9952, 2.0779, 2.1226, 1.8809, 1.4991, 1.7458, 1.707, 1.5797, 1.8805, 1.8393, 2.147, 1.9525, 2.0174, 2.28, 2.28, 2.5039, 2.0422, 2.0422, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:1990239975435354202", "ticker_idx": 0, "ts": "2025-11-17T02:06:01+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU 🔥 Bargain of the Century", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Endorses MU as a bargain on low PE/PS ratios, HBM growth, and surging DRAM/NAND prices.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU 🔥 Bargain of the Century https://t.co/vYjkh7Znus", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": 0.02016937424388754, "ret_signed_m1d": 0.02016937424388754, "alpha_spy_m1d": 0.01076541618709359, "alpha_c_m1d": 0.006416671020890163, "bench_spy_m1d": 0.009403958056793948, "bench_c_m1d": 0.013752703222997376, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.055590042451176935, "ret_signed_p1d": -0.055590042451176935, "alpha_spy_p1d": -0.04719248910738205, "alpha_c_p1d": -0.034990673593025545, "bench_spy_p1d": -0.008397553343794883, "bench_c_p1d": -0.02059936885815139, "ret_p1w": -0.0744782504386533, "ret_signed_p1w": -0.0744782504386533, "alpha_spy_p1w": -0.07907511444236903, "alpha_c_p1w": -0.07101074848657551, "bench_spy_p1w": 0.004596864003715728, "bench_c_p1w": -0.0034675019520777894, "ret_p1m": -0.03901642938875971, "ret_signed_p1m": -0.03901642938875971, "alpha_spy_p1m": -0.058846096824051064, "alpha_c_p1m": -0.07322160086575391, "bench_spy_p1m": 0.019829667435291354, "bench_c_p1m": 0.0342051714769942, "ret_p3m": 0.7116645018293764, "ret_signed_p3m": 0.7116645018293764, "alpha_spy_p3m": 0.6852052843326153, "alpha_c_p3m": 0.5145629326106753, "bench_spy_p3m": 0.026459217496761056, "bench_c_p3m": 0.19710156921870103, "ret_p6m": 2.1709520009528274, "ret_signed_p6m": 2.1709520009528274, "alpha_spy_p6m": 2.055709971066139, "alpha_c_p6m": 1.5165399452079613, "bench_spy_p6m": 0.1152420298866883, "bench_c_p6m": 0.654412055744866, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.03901642938875971, "alpha_spy_stated": -0.058846096824051064, "alpha_c_stated": -0.07322160086575391, "price_path": [-0.5159, -0.5217, -0.5139, -0.5191, -0.5188, -0.5136, -0.4961, -0.5084, -0.5084, -0.5106, -0.5096, -0.487, -0.4574, -0.457, -0.4414, -0.4217, -0.3781, -0.3506, -0.3483, -0.344, -0.3392, -0.3024, -0.3278, -0.32, -0.3126, -0.3321, -0.3522, -0.3504, -0.323, -0.3089, -0.2476, -0.241, -0.2237, -0.2107, -0.2325, -0.1877, -0.2051, -0.2494, -0.2033, -0.2269, -0.2067, -0.1629, -0.1635, -0.1454, -0.1639, -0.1797, -0.1456, -0.0948, -0.0903, -0.0828, -0.0633, -0.0741, -0.0751, -0.03, -0.0989, -0.0184, -0.015, -0.0167, 0.0469, -0.0035, 0.0122, -0.0207, 0.0202, 0.0, -0.0556, -0.0663, -0.1677, -0.1429, -0.0745, -0.072, -0.0483, -0.0483, -0.0226, -0.0062, -0.0102, -0.0322, -0.0632, -0.0195, 0.0205, 0.0433, 0.0899, 0.0682, -0.0033, -0.0184, -0.039, -0.0679, 0.0273, 0.0991, 0.1432, 0.1418, 0.1849, 0.1849, 0.1771, 0.2171, 0.21, 0.1801, 0.1801, 0.3042, 0.2907, 0.42, 0.404, 0.3521, 0.4269, 0.4301, 0.3981, 0.3783, 0.3919, 0.4999, 0.4999, 0.5092, 0.6089, 0.6439, 0.6525, 0.6088, 0.6962, 0.7998, 0.8019, 0.7154, 0.8102, 0.7343, 0.5687, 0.5832, 0.6319, 0.5857, 0.5433, 0.6967, 0.7117, 0.7021, 0.7021, 0.653, 0.7405, 0.7256, 0.7704, 0.7406, 0.7284, 0.7738, 0.7182, 0.705, 0.7063, 0.5699, 0.6571, 0.6417, 0.5311, 0.6097, 0.6668, 0.7312, 0.676, 0.7619, 0.8267, 0.909, 0.9091, 0.8369, 0.7486, 0.6719, 0.6354, 0.5798, 0.4697, 0.477, 0.3311, 0.3975, 0.5216, 0.5149, 0.5149, 0.5626, 0.5619, 0.6824, 0.7436, 0.7398, 0.7645, 0.9262, 0.8872, 0.8913, 0.8824, 0.8549, 0.8589, 1.0165, 0.9926, 1.0547, 1.1698, 1.086, 1.1446, 1.1392, 1.2428, 1.3845, 1.6482, 1.7573, 1.6748, 2.0892, 2.2899, 2.171]}
{"unit_id": "quote:1976163208567062727", "ticker_idx": 0, "ts": "2025-10-09T05:49:58+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The price has moved back to the Bollinger Band, but it is not done running. Look at that volume!", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish IREN; price not done running despite pulling back to Bollinger Band, strong volume.", "resolved_tickers": ["IREN"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "quote", "lang": "en", "tweet_text": "🟦 $IREN The latest (D) BLUE candle alert has yielded 106% in profits 💰💴 \n\nKing of Strength. The price has moved back to the Bollinger Band, but it is not done running. Look at that volume!\n\n250+ Daily BLUE Candle Alerts. Free Trial:\nhttps://t.co/ZQDP5HC7IS https://t.co/1ZqJihxhOh", "reply_text": null, "parent_text": null, "quoted_text": "🤪 $IREN Monstrous growth\n\nIt may take a breather but I don't think it's done running. https://t.co/SYdizRNVpE", "parent_author": null, "ret_m1d": -0.058887993913690706, "ret_signed_m1d": -0.058887993913690706, "alpha_spy_m1d": -0.061793385484570806, "alpha_c_m1d": -0.06245133524409063, "bench_spy_m1d": 0.0029053915708801004, "bench_c_m1d": 0.0035633413303999273, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.06389973553423145, "ret_signed_p1d": -0.06389973553423145, "alpha_spy_p1d": -0.036871873355385776, "alpha_c_p1d": -0.042144286461401226, "bench_spy_p1d": -0.027027862178845674, "bench_c_p1d": -0.021755449072830224, "ret_p1w": -0.03163659657541151, "ret_signed_p1w": -0.03163659657541151, "alpha_spy_p1w": -0.015962281379395704, "alpha_c_p1w": -0.002379208582018677, "bench_spy_p1w": -0.01567431519601581, "bench_c_p1w": -0.029257387993392836, "ret_p1m": -0.023022669399148987, "ret_signed_p1m": -0.023022669399148987, "alpha_spy_p1m": -0.022739520716106743, "alpha_c_p1m": -0.012895095305589854, "bench_spy_p1m": -0.0002831486830422447, "bench_c_p1m": -0.010127574093559133, "ret_p3m": -0.2809710110483433, "ret_signed_p3m": -0.2809710110483433, "alpha_spy_p3m": -0.3147844470585289, "alpha_c_p3m": -0.34243243938287027, "bench_spy_p3m": 0.033813436010185605, "bench_c_p3m": 0.061461428334526946, "ret_p6m": -0.4554424230431857, "ret_signed_p6m": -0.4554424230431857, "alpha_spy_p6m": -0.4381653102501559, "alpha_c_p6m": -0.3924003852177602, "bench_spy_p6m": -0.017277112793029792, "bench_c_p6m": -0.0630420378254255, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.023022669399148987, "alpha_spy_stated": -0.022739520716106743, "alpha_c_stated": -0.012895095305589854, "price_path": [-0.7294, -0.7356, -0.7289, -0.7173, -0.719, -0.7157, -0.7088, -0.7026, -0.7159, -0.7225, -0.7403, -0.7527, -0.7472, -0.7477, -0.7588, -0.7419, -0.7424, -0.7131, -0.7092, -0.711, -0.7186, -0.7208, -0.7223, -0.7012, -0.6916, -0.6757, -0.7067, -0.6905, -0.6932, -0.6644, -0.6379, -0.6399, -0.6499, -0.6392, -0.5853, -0.5853, -0.5441, -0.5582, -0.5908, -0.5904, -0.5898, -0.5272, -0.4733, -0.4855, -0.4681, -0.4183, -0.4291, -0.4064, -0.4312, -0.3948, -0.3438, -0.3458, -0.2617, -0.275, -0.3444, -0.2807, -0.265, -0.2626, -0.2636, -0.2097, -0.0955, -0.034, -0.0589, 0.0, -0.0639, 0.0045, 0.0894, 0.0647, -0.0316, -0.049, -0.0725, -0.1356, -0.1883, -0.1251, -0.0149, 0.0179, -0.0224, -0.0537, -0.0882, -0.0486, 0.0611, 0.0435, 0.1967, 0.0487, -0.023, -0.0576, -0.1013, -0.1276, -0.2381, -0.2738, -0.2575, -0.2349, -0.2822, -0.3192, -0.3381, -0.2406, -0.2565, -0.2412, -0.2412, -0.2512, -0.2406, -0.356, -0.3115, -0.2725, -0.2998, -0.2742, -0.2664, -0.3121, -0.3118, -0.3715, -0.4443, -0.4269, -0.4709, -0.4393, -0.3748, -0.3416, -0.3411, -0.3425, -0.3425, -0.3688, -0.3828, -0.4002, -0.4085, -0.4085, -0.3312, -0.2445, -0.281, -0.3168, -0.2846, -0.2791, -0.2117, -0.1701, -0.1718, -0.1873, -0.0944, -0.0944, -0.1502, -0.1624, -0.1815, -0.1123, -0.18, -0.0605, -0.0143, -0.0628, -0.1583, -0.1687, -0.1482, -0.2962, -0.3768, -0.3449, -0.2772, -0.3276, -0.3317, -0.3731, -0.3388, -0.3388, -0.3583, -0.341, -0.322, -0.3738, -0.3366, -0.2882, -0.3104, -0.3071, -0.3587, -0.3518, -0.3915, -0.3134, -0.3716, -0.4252, -0.3917, -0.403, -0.3425, -0.3521, -0.3488, -0.2962, -0.3272, -0.3389, -0.3475, -0.3533, -0.3397, -0.356, -0.3511, -0.4135, -0.4504, -0.5048, -0.4631, -0.4661, -0.4554, -0.4554]}
{"unit_id": "thread:2022692294248608241", "ticker_idx": 0, "ts": "2026-02-14T15:19:57+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I am bullish on Micron for the next 3-5 years", "tweet_type": "prediction", "timeline": "years", "summary": "Bullish on Micron for 3-5 years, based on signals from upper management.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "self_thread", "lang": "en", "tweet_text": "@kostea12 I am no oracle but I am bullish on Micron for the next 3-5 years. Hope that helps.\n\n---\n\n@kostea12 This incorporates the sentiment and the message I've been hearing from the upper upper management.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.029716392161894145, "ret_signed_m1d": 0.029716392161894145, "alpha_spy_m1d": 0.031327276047151575, "alpha_c_m1d": 0.029201088365555794, "bench_spy_m1d": -0.0016108838852574303, "bench_c_m1d": 0.0005153037963383511, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05295418149160458, "ret_signed_p1d": 0.05295418149160458, "alpha_spy_p1d": 0.047916473941027826, "alpha_c_p1d": 0.04058644105194653, "bench_spy_p1d": 0.005037707550576753, "bench_c_p1d": 0.012367740439658048, "ret_p1w": 0.045600095918206796, "ret_signed_p1w": 0.045600095918206796, "alpha_spy_p1w": 0.039010091880888, "alpha_c_p1w": 0.017011856077951748, "bench_spy_p1w": 0.006590004037318797, "bench_c_p1w": 0.028588239840255047, "ret_p1m": 0.1549602924588891, "ret_signed_p1m": 0.1549602924588891, "alpha_spy_p1m": 0.18632881231745624, "alpha_c_p1m": 0.1889226394104414, "bench_spy_p1m": -0.031368519858567145, "bench_c_p1m": -0.033962346951552314, "ret_p3m": 0.8134083878028087, "ret_signed_p3m": 0.8134083878028087, "alpha_spy_p3m": 0.7279742124972712, "alpha_c_p3m": 0.4481903231583555, "bench_spy_p3m": 0.08543417530553743, "bench_c_p3m": 0.36521806464445317, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.4965, -0.4815, -0.4401, -0.4386, -0.4243, -0.4243, -0.4087, -0.3988, -0.4012, -0.4145, -0.4333, -0.4069, -0.3826, -0.3689, -0.3406, -0.3538, -0.3971, -0.4062, -0.4186, -0.4361, -0.3785, -0.3351, -0.3084, -0.3092, -0.2832, -0.2832, -0.2879, -0.2637, -0.268, -0.2861, -0.2861, -0.211, -0.2192, -0.141, -0.1507, -0.182, -0.1368, -0.1348, -0.1542, -0.1662, -0.158, -0.0926, -0.0926, -0.087, -0.0267, -0.0055, -0.0003, -0.0267, 0.0262, 0.0888, 0.0901, 0.0378, 0.0951, 0.0492, -0.051, -0.0422, -0.0127, -0.0407, -0.0664, 0.0264, 0.0355, 0.0297, 0.0297, 0.0, 0.053, 0.0439, 0.071, 0.053, 0.0456, 0.0731, 0.0395, 0.0315, 0.0322, -0.0503, 0.0025, -0.0068, -0.0737, -0.0262, 0.0083, 0.0473, 0.0139, 0.0659, 0.1051, 0.1549, 0.155, 0.1113, 0.0578, 0.0114, -0.0106, -0.0442, -0.1109, -0.1065, -0.1947, -0.1546, -0.0795, -0.0835, -0.0835, -0.0547, -0.0551, 0.0178, 0.0548, 0.0525, 0.0674, 0.1653, 0.1417, 0.1442, 0.1388, 0.1221, 0.1245, 0.2199, 0.2055, 0.243, 0.3127, 0.2619, 0.2974, 0.2942, 0.3568, 0.4425, 0.6021, 0.6681, 0.6181, 0.8688, 0.9903, 0.9183, 1.011, 0.9419, 0.8134, 0.7055, 0.7485, 0.8318, 0.9071, 0.8793, 0.8793, 1.2419, 1.3233, 1.311, 1.4299, 1.5913, 1.6628, 1.7015, 1.4924, 1.1621, 1.3755, 1.342, 1.2319, 1.4921, 1.4564, 1.7226, 1.5544, 1.6105, 1.8377, 1.8377, 2.0314, 1.632, 1.632, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:1967448886131441685", "ticker_idx": 0, "ts": "2025-09-15T04:42:22+00:00", "symbol": "ORCL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "It can act as magnet and can still climb", "tweet_type": "prediction", "timeline": "days", "summary": "ORCL closed at weekly upper Bollinger Band acting as magnet; can still climb higher.", "resolved_tickers": ["ORCL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "🟦 $ORCL MASSIVE VOLUME and price closed right at the (W) upper Bollinger Band. It can act as magnet and can still climb.\n\n240+ Weekly Smart Candle Alerts. Free Trial:\nhttps://t.co/ZQDP5HCFyq https://t.co/meEDBxWHUB", "reply_text": null, "parent_text": null, "quoted_text": "🟦 $ORCL up 40%+ today and it has definitely left the Bollinger Band Chat Room 😂\n\nThe volume started to increase massively immediately following the (D) BLUE candle. Somebody knew something\n\n230+ Daily BLUE Candle Alerts. Free Trial:\nhttps://t.co/ZQDP5HCFyq https://t.co/wmMQMZc6I7", "parent_author": null, "ret_m1d": -0.032964949945581856, "ret_signed_m1d": -0.032964949945581856, "alpha_spy_m1d": -0.027669367873210282, "alpha_c_m1d": -0.027669367873210282, "bench_spy_m1d": -0.005295582072371574, "bench_c_m1d": -0.005295582072371574, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.014926688960582135, "ret_signed_p1d": 0.014926688960582135, "alpha_spy_p1d": 0.016303573913842184, "alpha_c_p1d": 0.016303573913842184, "bench_spy_p1d": -0.0013768849532600491, "bench_c_p1d": -0.0013768849532600491, "ret_p1w": 0.08608584192481139, "ret_signed_p1w": 0.08608584192481139, "alpha_spy_p1w": 0.07431593129627911, "alpha_c_p1w": 0.07431593129627911, "bench_spy_p1w": 0.011769910628532276, "bench_c_p1w": 0.011769910628532276, "ret_p1m": -0.00867534581308027, "ret_signed_p1m": -0.00867534581308027, "alpha_spy_p1m": -0.013450650999546121, "alpha_c_p1m": -0.013450650999546121, "bench_spy_p1m": 0.00477530518646585, "bench_c_p1m": 0.00477530518646585, "ret_p3m": -0.3407193254124067, "ret_signed_p3m": -0.3407193254124067, "alpha_spy_p3m": -0.38636960709210555, "alpha_c_p3m": -0.38636960709210555, "bench_spy_p3m": 0.04565028167969887, "bench_c_p3m": 0.04565028167969887, "ret_p6m": -0.5033598666152093, "ret_signed_p6m": -0.5033598666152093, "alpha_spy_p6m": -0.5338542361025573, "alpha_c_p6m": -0.5338542361025573, "bench_spy_p6m": 0.030494369487348072, "bench_c_p6m": 0.030494369487348072, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": 0.08608584192481139, "alpha_spy_stated": 0.07431593129627911, "alpha_c_stated": 0.07431593129627911, "price_path": [-0.3036, -0.3036, -0.3224, -0.3162, -0.289, -0.3041, -0.2971, -0.3056, -0.2779, -0.2768, -0.2404, -0.2162, -0.2162, -0.2329, -0.2255, -0.2212, -0.2222, -0.2369, -0.2411, -0.2223, -0.2014, -0.1767, -0.1876, -0.1939, -0.2119, -0.1994, -0.1963, -0.1887, -0.1801, -0.1726, -0.1706, -0.1601, -0.191, -0.1642, -0.1538, -0.1513, -0.1746, -0.1724, -0.1637, -0.1598, -0.1918, -0.1893, -0.1783, -0.1756, -0.2235, -0.222, -0.2283, -0.2177, -0.2209, -0.2248, -0.2195, -0.2046, -0.2516, -0.2516, -0.2543, -0.2604, -0.2619, -0.2295, -0.2107, -0.2007, 0.0867, 0.0189, -0.033, 0.0, 0.0149, -0.0024, -0.0183, 0.0216, 0.0861, 0.0387, 0.0209, -0.0358, -0.0618, -0.0641, -0.0692, -0.0435, -0.0442, -0.053, -0.0349, -0.0592, -0.0447, -0.0154, -0.0287, 0.0212, -0.0087, 0.0066, 0.0377, -0.0342, -0.081, -0.0877, -0.096, -0.0714, -0.0606, -0.067, -0.0689, -0.0873, -0.1483, -0.1293, -0.1451, -0.1772, -0.1701, -0.1917, -0.2067, -0.2015, -0.2171, -0.2474, -0.2787, -0.2611, -0.2711, -0.269, -0.2523, -0.3015, -0.341, -0.336, -0.3468, -0.3205, -0.3205, -0.3304, -0.3338, -0.3333, -0.3113, -0.2894, -0.2786, -0.2688, -0.2655, -0.2606, -0.3407, -0.3702, -0.3869, -0.3745, -0.4083, -0.4031, -0.3635, -0.3423, -0.3524, -0.3452, -0.3452, -0.3436, -0.3522, -0.3462, -0.3538, -0.3538, -0.3511, -0.3615, -0.3576, -0.3606, -0.3712, -0.3401, -0.3196, -0.3275, -0.3564, -0.3689, -0.3648, -0.3648, -0.4019, -0.422, -0.4077, -0.4111, -0.3935, -0.4186, -0.4256, -0.4382, -0.4529, -0.4679, -0.4858, -0.5124, -0.5463, -0.5252, -0.4795, -0.4685, -0.4776, -0.4798, -0.4677, -0.4677, -0.4882, -0.4809, -0.4796, -0.5077, -0.5303, -0.5142, -0.5084, -0.5003, -0.5167, -0.5039, -0.5047, -0.4935, -0.4854, -0.4915, -0.4962, -0.5034]}
{"unit_id": "reply:2023220951585005772", "ticker_idx": 0, "ts": "2026-02-16T02:20:39+00:00", "symbol": "AMAT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$AMAT and $LRCX", "tweet_type": "prediction", "timeline": "unspecified", "summary": "AMAT and LRCX named as the bottleneck tool vendors for HBM packaging, stacking, and TSV interconnect buildout.", "resolved_tickers": ["AMAT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductor Equipment & Materials'", "bench_c_industry": "Semiconductor Equipment & Materials", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@hsverrisson HBM tech is on packaging, stacking and interconnect (tsv) not fab. So $AMAT and $LRCX", "reply_text": null, "parent_text": "@TradexWhisperer When building up new HBM fabrication, which tools/machines do you expect to become bottlenecks in the future. ASML or others?", "quoted_text": null, "parent_author": "hsverrisson", "ret_m1d": -0.011750683911816329, "ret_signed_m1d": -0.011750683911816329, "alpha_spy_m1d": -0.010139800026558898, "alpha_c_m1d": -0.01226598770815468, "bench_spy_m1d": -0.0016108838852574303, "bench_c_m1d": 0.0005153037963383511, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.028318332124939394, "ret_signed_p1d": 0.028318332124939394, "alpha_spy_p1d": 0.02328062457436264, "alpha_c_p1d": 0.015950591685281346, "bench_spy_p1d": 0.005037707550576753, "bench_c_p1d": 0.012367740439658048, "ret_p1w": 0.053661127136423126, "ret_signed_p1w": 0.053661127136423126, "alpha_spy_p1w": 0.04707112309910433, "alpha_c_p1w": 0.025072887296168078, "bench_spy_p1w": 0.006590004037318797, "bench_c_p1w": 0.028588239840255047, "ret_p1m": -0.025684740271107898, "ret_signed_p1m": -0.025684740271107898, "alpha_spy_p1m": 0.005683779587459248, "alpha_c_p1m": 0.008277606680444416, "bench_spy_p1m": -0.031368519858567145, "bench_c_p1m": -0.033962346951552314, "ret_p3m": 0.21728764147303603, "ret_signed_p3m": 0.21728764147303603, "alpha_spy_p3m": 0.1318534661674986, "alpha_c_p3m": -0.14793042317141714, "bench_spy_p3m": 0.08543417530553743, "bench_c_p3m": 0.36521806464445317, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.025684740271107898, "alpha_spy_stated": 0.005683779587459248, "alpha_c_stated": 0.008277606680444416, "price_path": [-0.3868, -0.3762, -0.357, -0.3249, -0.304, -0.304, -0.2976, -0.2906, -0.2612, -0.252, -0.2497, -0.2538, -0.2533, -0.2561, -0.2338, -0.2479, -0.2782, -0.2725, -0.2793, -0.3087, -0.2941, -0.286, -0.2788, -0.2754, -0.2739, -0.2739, -0.2707, -0.2675, -0.2761, -0.2844, -0.2844, -0.2513, -0.2083, -0.1758, -0.1864, -0.2158, -0.1614, -0.1445, -0.1511, -0.1594, -0.1115, -0.0894, -0.0894, -0.1139, -0.0944, -0.1123, -0.1023, -0.1105, -0.0736, -0.0623, -0.0495, -0.1025, -0.0856, -0.1127, -0.1713, -0.1535, -0.102, -0.0795, -0.0837, -0.0536, -0.0856, -0.0118, -0.0118, 0.0, 0.0283, 0.0311, 0.0466, 0.0414, 0.0537, 0.1011, 0.0475, 0.038, 0.0376, -0.0205, -0.0026, -0.0339, -0.0946, -0.055, -0.0357, -0.0212, -0.0597, -0.0478, -0.0349, -0.0173, -0.0257, -0.0041, -0.0045, 0.0087, 0.0427, 0.0297, -0.0561, -0.06, -0.0991, -0.0471, -0.0136, -0.0285, -0.0285, -0.0169, -0.0122, 0.0754, 0.1091, 0.1138, 0.1033, 0.103, 0.0992, 0.087, 0.1067, 0.0918, 0.0994, 0.1249, 0.1261, 0.1627, 0.1287, 0.0625, 0.0667, 0.0998, 0.0847, 0.0912, 0.1454, 0.195, 0.1449, 0.214, 0.2368, 0.2022, 0.2173, 0.2283, 0.2173, 0.153, 0.1345, 0.19, 0.193, 0.2064, 0.2064, 0.2698, 0.2513, 0.2553, 0.2563, 0.279, 0.3679, 0.3979, 0.4005, 0.2646, 0.3739, 0.3935, 0.3874, 0.5427, 0.5834, 0.6352, 0.5862, 0.6551, 0.7226, 0.7226, 0.787, 0.6355, 0.6355, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2023220951585005772", "ticker_idx": 1, "ts": "2026-02-16T02:20:39+00:00", "symbol": "LRCX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$AMAT and $LRCX", "tweet_type": "prediction", "timeline": "unspecified", "summary": "AMAT and LRCX named as the bottleneck tool vendors for HBM packaging, stacking, and TSV interconnect buildout.", "resolved_tickers": ["LRCX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductor Equipment & Materials'", "bench_c_industry": "Semiconductor Equipment & Materials", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@hsverrisson HBM tech is on packaging, stacking and interconnect (tsv) not fab. So $AMAT and $LRCX", "reply_text": null, "parent_text": "@TradexWhisperer When building up new HBM fabrication, which tools/machines do you expect to become bottlenecks in the future. ASML or others?", "quoted_text": null, "parent_author": "hsverrisson", "ret_m1d": -0.00021226972207011308, "ret_signed_m1d": -0.00021226972207011308, "alpha_spy_m1d": 0.0013986141631873172, "alpha_c_m1d": -0.0007275735184084642, "bench_spy_m1d": -0.0016108838852574303, "bench_c_m1d": 0.0005153037963383511, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.019144249963010118, "ret_signed_p1d": 0.019144249963010118, "alpha_spy_p1d": 0.014106542412433365, "alpha_c_p1d": 0.00677650952335207, "bench_spy_p1d": 0.005037707550576753, "bench_c_p1d": 0.012367740439658048, "ret_p1w": 0.0368028714493005, "ret_signed_p1w": 0.0368028714493005, "alpha_spy_p1w": 0.030212867411981703, "alpha_c_p1w": 0.008214631609045453, "bench_spy_p1w": 0.006590004037318797, "bench_c_p1w": 0.028588239840255047, "ret_p1m": -0.044998585301149197, "ret_signed_p1m": -0.044998585301149197, "alpha_spy_p1m": -0.013630065442582051, "alpha_c_p1m": -0.011036238349596883, "bench_spy_p1m": -0.031368519858567145, "bench_c_p1m": -0.033962346951552314, "ret_p3m": 0.21003968944115492, "ret_signed_p3m": 0.21003968944115492, "alpha_spy_p3m": 0.12460551413561749, "alpha_c_p3m": -0.15517837520329825, "bench_spy_p3m": 0.08543417530553743, "bench_c_p3m": 0.36521806464445317, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.044998585301149197, "alpha_spy_stated": -0.013630065442582051, "alpha_c_stated": -0.011036238349596883, "price_path": [-0.4084, -0.3955, -0.3627, -0.3561, -0.3425, -0.3425, -0.3389, -0.344, -0.3296, -0.3219, -0.3332, -0.3263, -0.3092, -0.2962, -0.2858, -0.2839, -0.3186, -0.3026, -0.307, -0.3421, -0.3009, -0.2687, -0.256, -0.2565, -0.2473, -0.2473, -0.2441, -0.2535, -0.2623, -0.2734, -0.2734, -0.2144, -0.1733, -0.1215, -0.138, -0.147, -0.0731, -0.0644, -0.09, -0.1137, -0.0769, -0.0536, -0.0536, -0.0559, -0.0305, -0.0632, -0.0749, -0.054, 0.0122, 0.017, 0.0534, -0.009, 0.0082, -0.0233, -0.1095, -0.0945, -0.0194, -0.0267, -0.0381, -0.002, -0.0182, -0.0002, -0.0002, 0.0, 0.0191, 0.0077, 0.0396, 0.0284, 0.0368, 0.059, 0.0148, -0.0072, -0.0194, -0.0777, -0.0523, -0.0876, -0.1529, -0.1026, -0.0853, -0.0698, -0.1097, -0.0982, -0.0676, -0.0375, -0.045, -0.0056, -0.0295, -0.0084, 0.0151, -0.0079, -0.1006, -0.1015, -0.1503, -0.092, -0.0565, -0.0716, -0.0716, -0.0623, -0.0465, 0.0476, 0.0997, 0.1205, 0.1361, 0.1577, 0.1269, 0.1091, 0.1373, 0.1184, 0.0981, 0.1286, 0.0989, 0.138, 0.1027, 0.0677, 0.0572, 0.0959, 0.091, 0.0989, 0.1721, 0.263, 0.2177, 0.2497, 0.2582, 0.2292, 0.2556, 0.2714, 0.21, 0.1813, 0.1618, 0.2414, 0.2845, 0.2977, 0.2977, 0.3714, 0.3554, 0.3515, 0.3522, 0.3477, 0.4212, 0.4607, 0.4297, 0.2889, 0.3789, 0.3904, 0.3676, 0.5407, 0.5589, 0.6529, 0.5697, 0.5914, 0.6546, 0.6546, 0.7417, 0.5792, 0.5792, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2007202097910239419", "ticker_idx": 0, "ts": "2026-01-02T21:27:26+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "It's a bargain. Market is yet to price in the HBM business. People think it's DRAM. That's absolutely wrong.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish MU: market hasn't priced in HBM business, mispriced as plain DRAM — meaningful upside ahead.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@vdmandele Yes read the april post and the thread. It's a bagain. Market is yet to price in the HBM business. People think it's DRAM. That's absolutely wrong.", "reply_text": null, "parent_text": "@TradexWhisperer 'Bargain of the century' implies quite a bit more than 'if you do enough dd you'll find this cyclical company should be trading higher than a p/e of 15 based on next twelve months earnings'\n\n$MU wasn't even the best bargain inside its own sector.\n\nBtw, I was reffing your apr post https://t.co/ArnjxjJDUz", "quoted_text": null, "parent_author": "vdmandele", "ret_m1d": 0.01047579496404416, "ret_signed_m1d": 0.01047579496404416, "alpha_spy_m1d": 0.01709193719477453, "alpha_c_m1d": 0.021837347405923246, "bench_spy_m1d": -0.006616142230730371, "bench_c_m1d": -0.011361552441879086, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.10020817203358767, "ret_signed_p1d": 0.10020817203358767, "alpha_spy_p1d": 0.09426101373421658, "alpha_c_p1d": 0.07364497153417249, "bench_spy_p1d": 0.005947158299371091, "bench_c_p1d": 0.026563200499415185, "ret_p1w": 0.10802499081593964, "ret_signed_p1w": 0.10802499081593964, "alpha_spy_p1w": 0.09720668731564941, "alpha_c_p1w": 0.0734107069340042, "bench_spy_p1w": 0.010818303500290227, "bench_c_p1w": 0.03461428388193544, "ret_p1m": 0.34371301679656074, "ret_signed_p1m": 0.34371301679656074, "alpha_spy_p1m": 0.3410811565662011, "alpha_c_p1m": 0.2905071677731854, "bench_spy_p1m": 0.0026318602303596617, "bench_c_p1m": 0.05320584902337533, "ret_p3m": 0.17377494024981432, "ret_signed_p3m": 0.17377494024981432, "alpha_spy_p3m": 0.21754119308862419, "alpha_c_p3m": 0.1347643437584105, "bench_spy_p3m": -0.04376625283880986, "bench_c_p3m": 0.039010596491403815, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.34371301679656074, "alpha_spy_stated": 0.3410811565662011, "alpha_c_stated": 0.2905071677731854, "price_path": [-0.3706, -0.3841, -0.4185, -0.3827, -0.401, -0.3854, -0.3514, -0.3519, -0.3379, -0.3522, -0.3644, -0.3381, -0.2986, -0.2952, -0.2894, -0.2743, -0.2827, -0.2834, -0.2484, -0.3018, -0.2395, -0.2368, -0.2381, -0.1889, -0.2279, -0.2158, -0.2412, -0.2096, -0.2252, -0.2683, -0.2765, -0.3552, -0.3359, -0.2829, -0.281, -0.2626, -0.2626, -0.2427, -0.23, -0.2331, -0.2502, -0.2742, -0.2404, -0.2093, -0.1917, -0.1555, -0.1723, -0.2278, -0.2395, -0.2554, -0.2778, -0.2041, -0.1484, -0.1143, -0.1153, -0.082, -0.082, -0.088, -0.057, -0.0625, -0.0857, -0.0857, 0.0105, 0.0, 0.1002, 0.0878, 0.0476, 0.1055, 0.108, 0.0832, 0.0679, 0.0784, 0.1621, 0.1621, 0.1693, 0.2465, 0.2737, 0.2803, 0.2465, 0.3142, 0.3945, 0.3961, 0.3291, 0.4025, 0.3437, 0.2154, 0.2266, 0.2644, 0.2286, 0.1957, 0.3146, 0.3262, 0.3188, 0.3188, 0.2807, 0.3486, 0.337, 0.3717, 0.3486, 0.3391, 0.3743, 0.3313, 0.3211, 0.322, 0.2163, 0.2839, 0.272, 0.1863, 0.2472, 0.2914, 0.3413, 0.2986, 0.3651, 0.4153, 0.4791, 0.4792, 0.4233, 0.3548, 0.2954, 0.2671, 0.2241, 0.1387, 0.1444, 0.0313, 0.0828, 0.1789, 0.1738, 0.1738, 0.2107, 0.2101, 0.3035, 0.3509, 0.348, 0.3671, 0.4924, 0.4622, 0.4654, 0.4585, 0.4372, 0.4402, 0.5623, 0.5439, 0.592, 0.6812, 0.6162, 0.6616, 0.6575, 0.7377, 0.8475, 1.0518, 1.1364, 1.0724, 1.3935, 1.549, 1.4568, 1.5756, 1.4871, 1.3225, 1.1843, 1.2394, 1.346, 1.4425, 1.4069, 1.4069, 1.8712, 1.9755, 1.9598, 2.112, 2.3187, 2.4104, 2.46, 2.1921, 1.7691, 2.0424, 1.9995, 1.8584, 2.1917, 2.146, 2.4869, 2.2715, 2.3434, 2.6344, 2.6344, 2.8824, 2.3709, 2.3709, null, null, null, null]}
{"unit_id": "quote:2008619010435486124", "ticker_idx": 0, "ts": "2026-01-06T19:17:45+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Micron is direct beneficiary of both HBM Memory and Data Storage Boom, a more robust portfolio", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish MU as a beneficiary of both HBM memory and data storage boom with a more robust portfolio than SNDK.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU Just a reminder that Micron is also a Data Storage (NAND) company whose market share is actually higher than $SNDK\n\n$SNDK is up 23% and $MU up 7.8% today.\n\nMicron is direct beneficiary of both HBM Memory and Data Storage Boom, a more robust portfolio. https://t.co/scMNqNPPhN", "reply_text": null, "parent_text": null, "quoted_text": "So what's up with Micron Technology $MU? Why did so many analysts lower the price targets but still rated it as Bullish? A bit contradicting isn't it? Well, here's the answer.\n\nThe DRAM spot prices have been mostly flat. The 'recovery' didn't come as soon as they initially https://t.co/GgCJ7xL1t0", "parent_author": null, "ret_m1d": -0.09108110135954206, "ret_signed_m1d": -0.09108110135954206, "alpha_spy_m1d": -0.08516910265234834, "alpha_c_m1d": -0.06520524638393754, "bench_spy_m1d": -0.005911998707193722, "bench_c_m1d": -0.025875854975604518, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.01129775047765147, "ret_signed_p1d": -0.01129775047765147, "alpha_spy_p1d": -0.008074338196453312, "alpha_c_p1d": -0.004590134419998004, "bench_spy_p1d": -0.003223412281198157, "bench_c_p1d": -0.006707616057653465, "ret_p1w": -0.015432507039869536, "ret_signed_p1w": -0.015432507039869536, "alpha_spy_p1w": -0.018265664965696038, "alpha_c_p1w": -0.0255197154175677, "bench_spy_p1w": 0.0028331579258265016, "bench_c_p1w": 0.010087208377698165, "ret_p1m": 0.10473759484132872, "ret_signed_p1m": 0.10473759484132872, "alpha_spy_p1m": 0.11286118271924794, "alpha_c_p1m": 0.11918474971996851, "bench_spy_p1m": -0.008123587877919225, "bench_c_p1m": -0.01444715487863979, "ret_p3m": 0.06686622594363056, "ret_signed_p3m": 0.06686622594363056, "alpha_spy_p3m": 0.11628573145943244, "alpha_c_p3m": 0.054740916965154485, "bench_spy_p3m": -0.049419505515801876, "bench_c_p3m": 0.01212530897847608, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.10473759484132872, "alpha_spy_stated": 0.11286118271924794, "alpha_c_stated": 0.11918474971996851, "price_path": [-0.4402, -0.4714, -0.4389, -0.4555, -0.4413, -0.4105, -0.4109, -0.3982, -0.4112, -0.4223, -0.3983, -0.3625, -0.3594, -0.3541, -0.3404, -0.348, -0.3487, -0.3169, -0.3654, -0.3087, -0.3063, -0.3075, -0.2627, -0.2982, -0.2872, -0.3103, -0.2816, -0.2958, -0.3349, -0.3424, -0.4139, -0.3964, -0.3482, -0.3465, -0.3298, -0.3298, -0.3117, -0.3001, -0.3029, -0.3184, -0.3403, -0.3095, -0.2813, -0.2653, -0.2324, -0.2477, -0.2981, -0.3087, -0.3233, -0.3436, -0.2766, -0.226, -0.1949, -0.1959, -0.1656, -0.1656, -0.1711, -0.1429, -0.1479, -0.1689, -0.1689, -0.0816, -0.0911, 0.0, -0.0113, -0.0478, 0.0048, 0.0071, -0.0154, -0.0294, -0.0198, 0.0563, 0.0563, 0.0628, 0.133, 0.1577, 0.1637, 0.133, 0.1945, 0.2674, 0.2689, 0.208, 0.2748, 0.2213, 0.1047, 0.1149, 0.1493, 0.1167, 0.0868, 0.1948, 0.2054, 0.1987, 0.1987, 0.1641, 0.2257, 0.2152, 0.2467, 0.2258, 0.2172, 0.2492, 0.21, 0.2007, 0.2016, 0.1056, 0.167, 0.1561, 0.0782, 0.1336, 0.1738, 0.2191, 0.1803, 0.2408, 0.2864, 0.3443, 0.3445, 0.2936, 0.2314, 0.1774, 0.1517, 0.1126, 0.035, 0.0402, -0.0626, -0.0159, 0.0716, 0.0669, 0.0669, 0.1004, 0.0999, 0.1848, 0.2279, 0.2252, 0.2426, 0.3565, 0.329, 0.3319, 0.3256, 0.3063, 0.3091, 0.42, 0.4033, 0.447, 0.5281, 0.469, 0.5103, 0.5065, 0.5795, 0.6792, 0.8649, 0.9418, 0.8836, 1.1755, 1.3168, 1.2331, 1.341, 1.2605, 1.111, 0.9853, 1.0354, 1.1323, 1.22, 1.1877, 1.1877, 1.6097, 1.7045, 1.6902, 1.8285, 2.0164, 2.0997, 2.1448, 1.9014, 1.5169, 1.7653, 1.7263, 1.5981, 1.901, 1.8595, 2.1693, 1.9735, 2.0388, 2.3033, 2.3033, 2.5288, 2.0638, 2.0638, null, null, null, null, null]}
{"unit_id": "quote:2020564245180457025", "ticker_idx": 0, "ts": "2026-02-08T18:23:50+00:00", "symbol": "TSM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "People keep underestimating the sheer scale and sophistication of $TSM and $MU fabs. Nano-level mass production isn't just volume. It's backed by deep, protected intellectual property.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish TSM and MU: market underestimates fab complexity and the deep IP moats protecting nano-level mass production.", "resolved_tickers": ["TSM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "People keep underestimating the sheer scale and sophistication of $TSM and $MU fabs.\n\nNano-level mass production isn’t just volume. It’s backed by deep, protected intellectual property.\n\nAs Elon Musk put it: \"It’s 1,000% to 10,000% harder than making a few prototypes.\"", "reply_text": null, "parent_text": null, "quoted_text": "The extreme difficulty of scaling production of new technology is not well understood. It’s 1000% to 10,000% harder than making a few prototypes. The machine that makes the machine is vastly harder than the machine itself.", "parent_author": null, "ret_m1d": -0.018457448190379977, "ret_signed_m1d": -0.018457448190379977, "alpha_spy_m1d": -0.013658858959698095, "alpha_c_m1d": -0.006161862121164874, "bench_spy_m1d": -0.004798589230681882, "bench_c_m1d": -0.012295586069215103, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.01828879952792195, "ret_signed_p1d": 0.01828879952792195, "alpha_spy_p1d": 0.020925857298621398, "alpha_c_p1d": 0.022936492038008405, "bench_spy_p1d": -0.002637057770699447, "bench_c_p1d": -0.004647692510086454, "ret_p1w": 0.030809538609539278, "ret_signed_p1w": 0.030809538609539278, "alpha_spy_p1w": 0.04839004164174898, "alpha_c_p1w": 0.028178265179614748, "bench_spy_p1w": -0.017580503032209704, "bench_c_p1w": 0.00263127342992453, "ret_p1m": -0.023409539110134103, "ret_signed_p1m": -0.023409539110134103, "alpha_spy_p1m": 0.0007564462753455459, "alpha_c_p1m": -0.0004905486660048419, "bench_spy_p1m": -0.02416598538547965, "bench_c_p1m": -0.02291899044412926, "ret_p3m": 0.16855743337104778, "ret_signed_p3m": 0.16855743337104778, "alpha_spy_p3m": 0.11145245311272856, "alpha_c_p3m": -0.1596117137885209, "bench_spy_p3m": 0.05710498025831923, "bench_c_p3m": 0.3281691471595687, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.023409539110134103, "alpha_spy_stated": 0.0007564462753455459, "alpha_c_stated": -0.0004905486660048419, "price_path": [-0.1845, -0.2081, -0.2008, -0.2087, -0.2202, -0.2076, -0.2213, -0.2282, -0.2013, -0.2012, -0.1864, -0.1864, -0.182, -0.1927, -0.1804, -0.1709, -0.178, -0.173, -0.1529, -0.1486, -0.1297, -0.1423, -0.1783, -0.1904, -0.1928, -0.2207, -0.199, -0.187, -0.1748, -0.1645, -0.1593, -0.1593, -0.1479, -0.1533, -0.1571, -0.145, -0.145, -0.1007, -0.0933, -0.0787, -0.1033, -0.1052, -0.0894, -0.0665, -0.0681, -0.0796, -0.0387, -0.0366, -0.0366, -0.0795, -0.0824, -0.0789, -0.0578, -0.0639, -0.048, -0.0369, -0.0446, -0.0699, -0.0395, -0.0553, -0.0835, -0.0694, -0.0185, 0.0, 0.0183, 0.0526, 0.0357, 0.0308, 0.0308, 0.0247, 0.0193, 0.014, 0.0426, 0.0412, 0.0854, 0.0909, 0.0602, 0.0539, 0.0385, -0.0064, 0.0057, -0.0044, -0.0465, -0.0189, -0.0234, -0.0024, -0.0526, -0.0481, -0.0427, -0.0238, -0.0419, -0.0441, -0.071, -0.045, -0.0315, -0.0188, -0.0799, -0.0781, -0.107, -0.0464, -0.0365, -0.0434, -0.0434, -0.0357, -0.0257, 0.0324, 0.0313, 0.0457, 0.0428, 0.0719, 0.0584, 0.0252, 0.0454, 0.0334, 0.0386, 0.0932, 0.0797, 0.1356, 0.1427, 0.107, 0.1112, 0.1175, 0.1221, 0.1332, 0.1129, 0.1837, 0.1686, 0.1616, 0.1414, 0.121, 0.1281, 0.1786, 0.1409, 0.1172, 0.1078, 0.1332, 0.1488, 0.1414, 0.1414, 0.1634, 0.1928, 0.1988, 0.1807, 0.2292, 0.2604, 0.2322, 0.2554, 0.1714, 0.2043, 0.2074, 0.1533, 0.1909, 0.199, 0.2484, 0.2043, 0.2222, 0.307, 0.307, 0.3227, 0.2342, 0.2342, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2020564245180457025", "ticker_idx": 1, "ts": "2026-02-08T18:23:50+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "People keep underestimating the sheer scale and sophistication of $TSM and $MU fabs. Nano-level mass production isn't just volume. It's backed by deep, protected intellectual property.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish TSM and MU: market underestimates fab complexity and the deep IP moats protecting nano-level mass production.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "People keep underestimating the sheer scale and sophistication of $TSM and $MU fabs.\n\nNano-level mass production isn’t just volume. It’s backed by deep, protected intellectual property.\n\nAs Elon Musk put it: \"It’s 1,000% to 10,000% harder than making a few prototypes.\"", "reply_text": null, "parent_text": null, "quoted_text": "The extreme difficulty of scaling production of new technology is not well understood. It’s 1000% to 10,000% harder than making a few prototypes. The machine that makes the machine is vastly harder than the machine itself.", "parent_author": null, "ret_m1d": 0.029178622415872324, "ret_signed_m1d": 0.029178622415872324, "alpha_spy_m1d": 0.033977211646554206, "alpha_c_m1d": 0.04147420848508743, "bench_spy_m1d": -0.004798589230681882, "bench_c_m1d": -0.012295586069215103, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.02672751304786447, "ret_signed_p1d": -0.02672751304786447, "alpha_spy_p1d": -0.024090455277165024, "alpha_c_p1d": -0.022079820537778017, "bench_spy_p1d": -0.002637057770699447, "bench_c_p1d": -0.004647692510086454, "ret_p1w": 0.07342899206456432, "ret_signed_p1w": 0.07342899206456432, "alpha_spy_p1w": 0.09100949509677403, "alpha_c_p1w": 0.0707977186346398, "bench_spy_p1w": -0.017580503032209704, "bench_c_p1w": 0.00263127342992453, "ret_p1m": 0.0511342381423634, "ret_signed_p1m": 0.0511342381423634, "alpha_spy_p1m": 0.07530022352784305, "alpha_c_p1m": 0.07405322858649266, "bench_spy_p1m": -0.02416598538547965, "bench_c_p1m": -0.02291899044412926, "ret_p3m": 0.6868361280257833, "ret_signed_p3m": 0.6868361280257833, "alpha_spy_p3m": 0.6297311477674641, "alpha_c_p3m": 0.3586669808662146, "bench_spy_p3m": 0.05710498025831923, "bench_c_p3m": 0.3281691471595687, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.0511342381423634, "alpha_spy_stated": 0.07530022352784305, "alpha_c_stated": 0.07405322858649266, "price_path": [-0.3617, -0.3824, -0.3566, -0.3694, -0.4044, -0.4111, -0.4751, -0.4595, -0.4163, -0.4148, -0.3998, -0.3998, -0.3836, -0.3732, -0.3758, -0.3897, -0.4092, -0.3817, -0.3564, -0.3421, -0.3126, -0.3263, -0.3715, -0.381, -0.394, -0.4122, -0.3522, -0.3069, -0.2791, -0.2799, -0.2528, -0.2528, -0.2577, -0.2324, -0.2369, -0.2558, -0.2558, -0.1775, -0.186, -0.1045, -0.1146, -0.1473, -0.1002, -0.0981, -0.1183, -0.1308, -0.1222, -0.0541, -0.0541, -0.0482, 0.0146, 0.0367, 0.0421, 0.0146, 0.0697, 0.135, 0.1363, 0.0818, 0.1416, 0.0937, -0.0107, -0.0016, 0.0292, 0.0, -0.0267, 0.07, 0.0795, 0.0734, 0.0734, 0.0425, 0.0977, 0.0883, 0.1165, 0.0977, 0.09, 0.1186, 0.0836, 0.0753, 0.0761, -0.01, 0.045, 0.0353, -0.0344, 0.0152, 0.0511, 0.0918, 0.057, 0.1112, 0.152, 0.2039, 0.204, 0.1585, 0.1027, 0.0544, 0.0314, -0.0037, -0.0731, -0.0685, -0.1605, -0.1187, -0.0404, -0.0446, -0.0446, -0.0146, -0.015, 0.061, 0.0996, 0.0972, 0.1127, 0.2147, 0.1901, 0.1928, 0.1871, 0.1698, 0.1723, 0.2717, 0.2566, 0.2958, 0.3684, 0.3155, 0.3525, 0.3491, 0.4144, 0.5038, 0.6701, 0.7389, 0.6868, 0.9482, 1.0747, 0.9997, 1.0964, 1.0243, 0.8904, 0.7779, 0.8228, 0.9095, 0.9881, 0.9591, 0.9591, 1.337, 1.4219, 1.4091, 1.533, 1.7013, 1.7759, 1.8162, 1.5982, 1.2539, 1.4763, 1.4414, 1.3266, 1.5979, 1.5607, 1.8382, 1.6628, 1.7213, 1.9582, 1.9582, 2.1601, 1.7437, 1.7437, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
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{"unit_id": "orig:2021104708807716987", "ticker_idx": 3, "ts": "2026-02-10T06:11:27+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Bullish.", "tweet_type": "analysis", "timeline": "years", "summary": "Bullish all four names on decades of AI chip innovation: stacking, shrinking, and wafer-scale integration.", "resolved_tickers": ["NVDA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "$MU $SNDK $TSM $NVDA\n\nAI Chip Efficiency Trajectory:\n\nCloser together → stack aggressively → shrink everything.\n\nOne day, the entire AI server will be built on a single wafer substrate. The chip industry is about to go through decades of crazy innovation.\n\nBullish.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.007955851603239639, "ret_signed_m1d": 0.007955851603239639, "alpha_spy_m1d": 0.005311821372073089, "alpha_c_m1d": 0.0032864571836828116, "bench_spy_m1d": 0.0026440302311665498, "bench_c_m1d": 0.004669394419556827, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.008009007297158588, "ret_signed_p1d": 0.008009007297158588, "alpha_spy_p1d": 0.008240129440823085, "alpha_c_p1d": -0.01674637557644565, "bench_spy_p1d": -0.00023112214366449724, "bench_c_p1d": 0.024755382873604237, "ret_p1w": -0.018934933298112244, "ret_signed_p1w": -0.018934933298112244, "alpha_spy_p1w": -0.005541285389249029, "alpha_c_p1w": -0.025729082753717658, "bench_spy_p1w": -0.013393647908863215, "bench_c_p1w": 0.006794149455605414, "ret_p1m": -0.013259428551981367, "ret_signed_p1m": -0.013259428551981367, "alpha_spy_p1m": 0.009554463599883656, "alpha_c_p1m": -0.004044064147558202, "bench_spy_p1m": -0.022813892151865023, "bench_c_p1m": -0.009215364404423165, "ret_p3m": 0.14146415576238924, "ret_signed_p3m": 0.14146415576238924, "alpha_spy_p3m": 0.07281352077491166, "alpha_c_p3m": -0.25822940179878606, "bench_spy_p3m": 0.06865063498747759, "bench_c_p3m": 0.3996935575611753, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.009, 0.0086, -0.0103, -0.0381, -0.0108, -0.042, -0.0513, -0.0318, -0.0569, -0.044, -0.044, -0.0613, -0.0458, -0.0376, -0.0475, -0.0274, -0.0325, -0.0159, -0.0189, -0.0252, -0.0404, -0.0717, -0.065, -0.0574, -0.0933, -0.0764, -0.04, -0.0257, 0.0036, 0.0004, 0.0004, 0.0106, -0.0017, -0.0053, -0.0108, -0.0108, 0.0016, -0.0022, -0.0069, 0.003, -0.0186, -0.0195, -0.0191, -0.0145, -0.0286, -0.0079, -0.0123, -0.0123, -0.0555, -0.0277, -0.0196, -0.0046, -0.011, -0.0001, 0.0158, 0.0211, 0.0137, -0.0155, -0.0435, -0.0761, -0.0884, -0.0166, 0.008, 0.0, 0.008, -0.0085, -0.0304, -0.0304, -0.0189, -0.003, -0.0034, 0.0068, 0.016, 0.0229, 0.0372, -0.0194, -0.0602, -0.0321, -0.045, -0.0292, -0.0276, -0.0569, -0.0312, -0.02, -0.0133, -0.0286, -0.0439, -0.0282, -0.035, -0.0431, -0.0529, -0.084, -0.0684, -0.0707, -0.0522, -0.0917, -0.1114, -0.1239, -0.0749, -0.0678, -0.0591, -0.0591, -0.0578, -0.0553, -0.0342, -0.0245, 0.0005, 0.0041, 0.0423, 0.0548, 0.0521, 0.0698, 0.0718, 0.0602, 0.0741, 0.0589, 0.1047, 0.1489, 0.1307, 0.1099, 0.0586, 0.0526, 0.0528, 0.0423, 0.1024, 0.1218, 0.1415, 0.164, 0.1711, 0.1978, 0.2504, 0.1951, 0.1792, 0.1702, 0.1853, 0.1643, 0.1422, 0.1422, 0.1397, 0.1277, 0.1364, 0.1199, 0.1901, 0.1819, 0.1391, 0.1612, 0.0892, 0.108, 0.1056, 0.0643, 0.0879, 0.0896, 0.1282, 0.1014, 0.0868, 0.1188, 0.1188, 0.108, 0.0623, 0.0623, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "thread:2015330115912409593", "ticker_idx": 0, "ts": "2026-01-25T07:45:17+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "This is just the beginning of memory industry paradigm shift. Bullish 🔥", "tweet_type": "news_reaction", "timeline": "quarters", "summary": "Bullish on memory sector (MU, Samsung, SK Hynix) as NAND price hikes of 100%+ signal the start of a paradigm shift in memory industry.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "self_thread", "lang": "en", "tweet_text": "$MU Samsung to raise NAND prices by 100% in Q1 as supply can't keep up with demand. SK Hynix is ​​also expected to see a similar increase.\n\nThis is just the beginning of memory industry paradigm shift.\n\nBullish 🔥 https://t.co/CZ2KTVZo5p\n\n---\n\nSamsung Electronics more than doubled the price of NAND flash memory in the first quarter. This is because demand for NAND-based storage devices has surged due to the spread of artificial intelligence (AI), but supply has not increased significantly. The memory shortage and price hikes are expected to continue for the time being.\n\nAccording to industry sources on the 25th, Samsung Electronics raised its NAND flash supply prices by more than 100% in the first quarter of this year. It is understood that Samsung Electronics completed supply contracts with major customers late last year and applied the increased prices starting in January. Following the contract for DRAM prices that were raised by up to 70%, the price increase for NAND has also expanded significantly.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.02714026854416307, "ret_signed_m1d": 0.02714026854416307, "alpha_spy_m1d": 0.03219284216618923, "alpha_c_m1d": 0.023955902187538847, "bench_spy_m1d": -0.0050525736220261575, "bench_c_m1d": 0.003184366356624224, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05435759085969649, "ret_signed_p1d": 0.05435759085969649, "alpha_spy_p1d": 0.05037342548122559, "alpha_c_p1d": 0.03322025441476706, "bench_spy_p1d": 0.003984165378470905, "bench_c_p1d": 0.021137336444929433, "ret_p1w": 0.12518954482328515, "ret_signed_p1w": 0.12518954482328515, "alpha_spy_p1w": 0.12132088303871202, "alpha_c_p1w": 0.10224687963987589, "bench_spy_p1w": 0.003868661784573124, "bench_c_p1w": 0.02294266518340926, "ret_p1m": 0.07432730762902162, "ret_signed_p1m": 0.07432730762902162, "alpha_spy_p1m": 0.08209377282576924, "alpha_c_p1m": 0.02332686641656423, "bench_spy_p1m": -0.007766465196747618, "bench_c_p1m": 0.05100044121245739, "ret_p3m": 0.2385884502360145, "ret_signed_p3m": 0.2385884502360145, "alpha_spy_p3m": 0.21310263538827545, "alpha_c_p3m": 0.030399299103990085, "bench_spy_p3m": 0.02548581484773904, "bench_c_p3m": 0.2081891511320244, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": 0.2385884502360145, "alpha_spy_stated": 0.21310263538827545, "alpha_c_stated": 0.030399299103990085, "price_path": [-0.4178, -0.4245, -0.4251, -0.397, -0.4399, -0.3898, -0.3877, -0.3888, -0.3493, -0.3806, -0.3708, -0.3913, -0.3659, -0.3784, -0.413, -0.4196, -0.4827, -0.4673, -0.4247, -0.4232, -0.4084, -0.4084, -0.3925, -0.3822, -0.3847, -0.3984, -0.4177, -0.3906, -0.3656, -0.3515, -0.3225, -0.336, -0.3805, -0.3898, -0.4027, -0.4206, -0.3615, -0.3168, -0.2894, -0.2902, -0.2635, -0.2635, -0.2684, -0.2434, -0.2479, -0.2665, -0.2665, -0.1893, -0.1977, -0.1174, -0.1273, -0.1595, -0.1131, -0.1111, -0.131, -0.1433, -0.1348, -0.0677, -0.0677, -0.0619, 0.0001, 0.0218, 0.0271, 0.0, 0.0544, 0.1187, 0.12, 0.0663, 0.1252, 0.078, -0.0249, -0.0159, 0.0144, -0.0144, -0.0407, 0.0546, 0.0639, 0.058, 0.058, 0.0275, 0.0819, 0.0726, 0.1004, 0.0819, 0.0743, 0.1026, 0.068, 0.0598, 0.0606, -0.0242, 0.03, 0.0205, -0.0483, 0.0006, 0.036, 0.0761, 0.0418, 0.0952, 0.1355, 0.1866, 0.1867, 0.1418, 0.0869, 0.0392, 0.0166, -0.018, -0.0864, -0.0819, -0.1726, -0.1314, -0.0542, -0.0583, -0.0583, -0.0287, -0.0292, 0.0458, 0.0838, 0.0814, 0.0968, 0.1973, 0.173, 0.1756, 0.1701, 0.153, 0.1554, 0.2534, 0.2386, 0.2772, 0.3487, 0.2966, 0.3331, 0.3297, 0.3941, 0.4822, 0.6461, 0.7139, 0.6626, 0.9202, 1.0449, 0.971, 1.0663, 0.9953, 0.8632, 0.7524, 0.7966, 0.8821, 0.9595, 0.931, 0.931, 1.3035, 1.3871, 1.3745, 1.4966, 1.6625, 1.736, 1.7758, 1.5609, 1.2215, 1.4408, 1.4063, 1.2932, 1.5606, 1.5239, 1.7974, 1.6246, 1.6822, 1.9157, 1.9157, 2.1147, 1.7043, 1.7043, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "thread:2015330115912409593", "ticker_idx": 1, "ts": "2026-01-25T07:45:17+00:00", "symbol": "Samsung Electronics", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "This is just the beginning of memory industry paradigm shift. Bullish 🔥", "tweet_type": "news_reaction", "timeline": "quarters", "summary": "Bullish on memory sector (MU, Samsung, SK Hynix) as NAND price hikes of 100%+ signal the start of a paradigm shift in memory industry.", "resolved_tickers": ["005930.KS"], "resolution_method": "exchange_ticker", "resolution_reason": "Samsung Electronics KOSPI ticker 005930.KS", "bench_c": "XLK", "bench_c_reason": "industry='Consumer Electronics'", "bench_c_industry": "Consumer Electronics", "unit_kind": "self_thread", "lang": "en", "tweet_text": "$MU Samsung to raise NAND prices by 100% in Q1 as supply can't keep up with demand. SK Hynix is ​​also expected to see a similar increase.\n\nThis is just the beginning of memory industry paradigm shift.\n\nBullish 🔥 https://t.co/CZ2KTVZo5p\n\n---\n\nSamsung Electronics more than doubled the price of NAND flash memory in the first quarter. This is because demand for NAND-based storage devices has surged due to the spread of artificial intelligence (AI), but supply has not increased significantly. The memory shortage and price hikes are expected to continue for the time being.\n\nAccording to industry sources on the 25th, Samsung Electronics raised its NAND flash supply prices by more than 100% in the first quarter of this year. It is understood that Samsung Electronics completed supply contracts with major customers late last year and applied the increased prices starting in January. Following the contract for DRAM prices that were raised by up to 70%, the price increase for NAND has also expanded significantly.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0, "ret_signed_m1d": 0.0, "alpha_spy_m1d": 0.0050525736220261575, "alpha_c_m1d": 0.006777119235854445, "bench_spy_m1d": -0.0050525736220261575, "bench_c_m1d": -0.006777119235854445, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.048652228216711224, "ret_signed_p1d": 0.048652228216711224, "alpha_spy_p1d": 0.04466806283824032, "alpha_c_p1d": 0.03516636511173443, "bench_spy_p1d": 0.003984165378470905, "bench_c_p1d": 0.013485863104976792, "ret_p1w": -0.011176829852671766, "ret_signed_p1w": -0.011176829852671766, "alpha_spy_p1w": -0.01504549163724489, "alpha_c_p1w": -0.0055633483664279115, "bench_spy_p1w": 0.003868661784573124, "bench_c_p1w": -0.005613481486243854, "ret_p1m": 0.31492441086551537, "ret_signed_p1m": 0.31492441086551537, "alpha_spy_p1m": 0.322690876062263, "alpha_c_p1m": 0.3543547990355089, "bench_spy_p1m": -0.007766465196747618, "bench_c_p1m": -0.03943038816999356, "ret_p3m": 0.4790577142361261, "ret_signed_p3m": 0.4790577142361261, "alpha_spy_p3m": 0.45357189938838705, "alpha_c_p3m": 0.4109185723543083, "bench_spy_p3m": 0.02548581484773904, "bench_c_p3m": 0.0681391418818178, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": 0.4790577142361261, "alpha_spy_stated": 0.45357189938838705, "alpha_c_stated": 0.4109185723543083, "price_path": [-0.3424, -0.3189, -0.2966, -0.2731, -0.3137, -0.3418, -0.351, -0.3595, -0.3418, -0.3228, -0.3254, -0.3274, -0.364, -0.3418, -0.3601, -0.3686, -0.3418, -0.3797, -0.3673, -0.3503, -0.3274, -0.3228, -0.3424, -0.3405, -0.3235, -0.3163, -0.3123, -0.2908, -0.2836, -0.2908, -0.2934, -0.298, -0.2875, -0.3143, -0.3274, -0.294, -0.296, -0.3045, -0.277, -0.2705, -0.2731, -0.2731, -0.2345, -0.2143, -0.2117, -0.2117, -0.2117, -0.1552, -0.092, -0.0868, -0.073, -0.0874, -0.0861, -0.0874, -0.0953, -0.0776, -0.0539, -0.021, -0.0184, -0.0454, -0.0171, 0.0013, 0.0, 0.0, 0.0487, 0.0677, 0.0565, 0.0552, -0.0112, 0.1012, 0.1118, 0.0473, 0.0427, 0.094, 0.0901, 0.1032, 0.1742, 0.1913, 0.1913, 0.1913, 0.1913, 0.2492, 0.2498, 0.2689, 0.3149, 0.3379, 0.4333, 0.4234, 0.4234, 0.2827, 0.1321, 0.2597, 0.2373, 0.1407, 0.2354, 0.2492, 0.2354, 0.2064, 0.2406, 0.2748, 0.3708, 0.3182, 0.311, 0.2249, 0.2472, 0.2426, 0.1841, 0.1841, 0.1615, 0.1016, 0.2495, 0.1753, 0.2267, 0.2722, 0.2946, 0.3868, 0.344, 0.3572, 0.3242, 0.3605, 0.3901, 0.4329, 0.4231, 0.4132, 0.4428, 0.4329, 0.4791, 0.4461, 0.4791, 0.4626, 0.4889, 0.4527, 0.4527, 0.5318, 0.5318, 0.7525, 0.7887, 0.7689, 0.8809, 0.8381, 0.8711, 0.9501, 0.7821, 0.8513, 0.8151, 0.8184, 0.9732, 0.9271, 0.9271, 0.9699, 1.0226, 0.9732, 1.0885, 1.2993, 1.3751, 1.3751, 1.3158, 1.1675, 0.9468, 1.1214, 0.9929, 0.9699, 1.1247, 1.2202, 1.2598, 1.2828, 1.3882, 1.3322, 1.3289, 1.0424, 1.2433, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "thread:2015330115912409593", "ticker_idx": 2, "ts": "2026-01-25T07:45:17+00:00", "symbol": "SK Hynix", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "SK Hynix is ​​also expected to see a similar increase. This is just the beginning of memory industry paradigm shift. Bullish 🔥", "tweet_type": "news_reaction", "timeline": "quarters", "summary": "Bullish on memory sector (MU, Samsung, SK Hynix) as NAND price hikes of 100%+ signal the start of a paradigm shift in memory industry.", "resolved_tickers": ["000660.KS"], "resolution_method": "exchange_ticker", "resolution_reason": "SK Hynix KOSPI ticker 000660.KS", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "self_thread", "lang": "en", "tweet_text": "$MU Samsung to raise NAND prices by 100% in Q1 as supply can't keep up with demand. SK Hynix is ​​also expected to see a similar increase.\n\nThis is just the beginning of memory industry paradigm shift.\n\nBullish 🔥 https://t.co/CZ2KTVZo5p\n\n---\n\nSamsung Electronics more than doubled the price of NAND flash memory in the first quarter. This is because demand for NAND-based storage devices has surged due to the spread of artificial intelligence (AI), but supply has not increased significantly. The memory shortage and price hikes are expected to continue for the time being.\n\nAccording to industry sources on the 25th, Samsung Electronics raised its NAND flash supply prices by more than 100% in the first quarter of this year. It is understood that Samsung Electronics completed supply contracts with major customers late last year and applied the increased prices starting in January. Following the contract for DRAM prices that were raised by up to 70%, the price increase for NAND has also expanded significantly.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.04211959400443055, "ret_signed_m1d": 0.04211959400443055, "alpha_spy_m1d": 0.04717216762645671, "alpha_c_m1d": 0.038935227647806325, "bench_spy_m1d": -0.0050525736220261575, "bench_c_m1d": 0.003184366356624224, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.08695651803959126, "ret_signed_p1d": 0.08695651803959126, "alpha_spy_p1d": 0.08297235266112035, "alpha_c_p1d": 0.06581918159466182, "bench_spy_p1d": 0.003984165378470905, "bench_c_p1d": 0.021137336444929433, "ret_p1w": 0.1277174044839562, "ret_signed_p1w": 0.1277174044839562, "alpha_spy_p1w": 0.12384874269938306, "alpha_c_p1w": 0.10477473930054693, "bench_spy_p1w": 0.003868661784573124, "bench_c_p1w": 0.02294266518340926, "ret_p1m": 0.36548918534981745, "ret_signed_p1m": 0.36548918534981745, "alpha_spy_p1m": 0.37325565054656507, "alpha_c_p1m": 0.31448874413736005, "bench_spy_p1m": -0.007766465196747618, "bench_c_p1m": 0.05100044121245739, "ret_p3m": 0.6674735127329907, "ret_signed_p3m": 0.6674735127329907, "alpha_spy_p3m": 0.6419876978852517, "alpha_c_p3m": 0.4592843616009663, "bench_spy_p3m": 0.02548581484773904, "bench_c_p3m": 0.2081891511320244, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": 0.6674735127329907, "alpha_spy_stated": 0.6419876978852517, "alpha_c_stated": 0.4592843616009663, "price_path": [-0.2424, -0.2288, -0.241, -0.1582, -0.2044, -0.2139, -0.1949, -0.2125, -0.1772, -0.1596, -0.1623, -0.1691, -0.2397, -0.1772, -0.2261, -0.237, -0.2247, -0.2926, -0.294, -0.2953, -0.2886, -0.2609, -0.2799, -0.269, -0.2418, -0.25, -0.2636, -0.2609, -0.216, -0.231, -0.2024, -0.2323, -0.2242, -0.2473, -0.2799, -0.2514, -0.25, -0.2568, -0.212, -0.2065, -0.2011, -0.2011, -0.1861, -0.1304, -0.1155, -0.1155, -0.1155, -0.0802, -0.0543, -0.0136, 0.0082, 0.0272, 0.0109, 0.0177, 0.0027, 0.0082, 0.0177, 0.0272, 0.038, 0.0095, 0.0054, 0.0258, 0.0421, 0.0, 0.087, 0.1427, 0.1698, 0.2351, 0.1277, 0.2323, 0.2228, 0.144, 0.1399, 0.2052, 0.1902, 0.1685, 0.2065, 0.1957, 0.1957, 0.1957, 0.1957, 0.2147, 0.2894, 0.2921, 0.3655, 0.3832, 0.496, 0.4442, 0.4442, 0.2782, 0.1557, 0.2809, 0.2578, 0.138, 0.2768, 0.2999, 0.2659, 0.2387, 0.3258, 0.3204, 0.4374, 0.3789, 0.3707, 0.27, 0.3421, 0.3544, 0.27, 0.27, 0.1883, 0.0985, 0.221, 0.1298, 0.1924, 0.206, 0.2469, 0.4061, 0.3585, 0.398, 0.4157, 0.5014, 0.5463, 0.5722, 0.5354, 0.5872, 0.6661, 0.6648, 0.6675, 0.6634, 0.7587, 0.7696, 0.76, 0.7505, 0.7505, 0.9697, 0.9697, 1.1793, 1.2514, 1.295, 1.5591, 1.4978, 1.6897, 1.6816, 1.476, 1.5046, 1.3753, 1.3753, 1.6407, 1.6421, 1.6421, 1.7932, 2.0532, 2.1163, 2.1762, 2.2171, 2.213, 2.213, 2.1286, 1.8182, 1.6017, 2.0156, 1.7882, 1.8604, 1.9271, 2.115, 2.2429, 2.4322, 2.6554, 2.763, 2.974, 2.4785, 2.5125, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2012755201644797981", "ticker_idx": 0, "ts": "2026-01-18T05:13:29+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Micron is building THREE new MegaFabs, yet demand is exploding so hard that Micron has decided to buy a Taiwan Chip Fab for $1.8B. Meaningful DRAM wafer output? Not until H2 2027. How bad is this memory drought? Brutal.", "tweet_type": "analysis", "timeline": "quarters", "summary": "Bullish MU: demand for HBM/DRAM exploding while supply constrained until H2 2027, memory drought is brutal.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU Micron is building THREE new MegaFabs, yet demand is exploding so hard that Micron has decided to buy a Taiwan Chip Fab for $1.8B.\n\nMeaningful DRAM wafer output? Not until H2 2027\n\nHow bad is this memory drought? Brutal. https://t.co/hPZ3D4EOKa", "reply_text": null, "parent_text": null, "quoted_text": "❄️ $MU If you want to understand why HBM will solve the AI inference bottleneck, read this thread.\n\n\"The working memory of the AI is stored in the HBM. If you have a long conversation with an AI, overtime, that memory, that context memory is going to grow TREMENDOUSLY\" -Jensen at https://t.co/xRjA5ab0Eq", "parent_author": null, "ret_m1d": -0.006164380009599069, "ret_signed_m1d": -0.006164380009599069, "alpha_spy_m1d": -0.02694419046685137, "alpha_c_m1d": -0.03177978927923786, "bench_spy_m1d": 0.0207798104572523, "bench_c_m1d": 0.02561540926963879, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.06605473155081532, "ret_signed_p1d": 0.06605473155081532, "alpha_spy_p1d": 0.054513622269154016, "alpha_c_p1d": 0.03649460553751038, "bench_spy_p1d": 0.0115411092816613, "bench_c_p1d": 0.029560126013304933, "ret_p1w": 0.12394513294440679, "ret_signed_p1w": 0.12394513294440679, "alpha_spy_p1w": 0.09751285398871579, "alpha_c_p1w": 0.08075759043836794, "bench_spy_p1w": 0.026432278955691002, "bench_c_p1w": 0.043187542506038845, "ret_p1m": 0.15328768885560184, "ret_signed_p1m": 0.15328768885560184, "alpha_spy_p1m": 0.14043314291040288, "alpha_c_p1m": 0.09652401070546457, "bench_spy_p1m": 0.01285454594519897, "bench_c_p1m": 0.056763678150137276, "ret_p3m": 0.24729086635899833, "ret_signed_p3m": 0.24729086635899833, "alpha_spy_p3m": 0.196375182581372, "alpha_c_p3m": 0.058326020318802296, "bench_spy_p3m": 0.05091568377762634, "bench_c_p3m": 0.18896484604019603, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": 0.24729086635899833, "alpha_spy_stated": 0.196375182581372, "alpha_c_stated": 0.058326020318802296, "price_path": [-0.4339, -0.4002, -0.3972, -0.3923, -0.3793, -0.3865, -0.3872, -0.3572, -0.4029, -0.3496, -0.3473, -0.3484, -0.3063, -0.3397, -0.3293, -0.3511, -0.324, -0.3374, -0.3742, -0.3813, -0.4485, -0.4321, -0.3867, -0.3851, -0.3694, -0.3694, -0.3524, -0.3415, -0.3441, -0.3587, -0.3793, -0.3503, -0.3238, -0.3087, -0.2778, -0.2922, -0.3396, -0.3496, -0.3632, -0.3824, -0.3193, -0.2717, -0.2425, -0.2434, -0.2149, -0.2149, -0.2201, -0.1935, -0.1983, -0.2181, -0.2181, -0.1358, -0.1448, -0.0591, -0.0697, -0.1041, -0.0545, -0.0524, -0.0736, -0.0867, -0.0777, -0.0062, -0.0062, 0.0, 0.0661, 0.0893, 0.0949, 0.066, 0.1239, 0.1925, 0.1939, 0.1367, 0.1995, 0.1492, 0.0395, 0.049, 0.0813, 0.0507, 0.0226, 0.1242, 0.1342, 0.1278, 0.1278, 0.0953, 0.1533, 0.1434, 0.1731, 0.1533, 0.1452, 0.1753, 0.1385, 0.1298, 0.1306, 0.0402, 0.098, 0.0878, 0.0145, 0.0666, 0.1044, 0.1471, 0.1105, 0.1675, 0.2104, 0.2649, 0.265, 0.2172, 0.1586, 0.1078, 0.0836, 0.0468, -0.0261, -0.0213, -0.118, -0.074, 0.0082, 0.0038, 0.0038, 0.0354, 0.0349, 0.1148, 0.1553, 0.1528, 0.1691, 0.2763, 0.2505, 0.2532, 0.2473, 0.2291, 0.2317, 0.3361, 0.3203, 0.3614, 0.4378, 0.3822, 0.421, 0.4175, 0.4861, 0.58, 0.7547, 0.827, 0.7723, 1.0469, 1.1799, 1.1011, 1.2027, 1.1269, 0.9862, 0.868, 0.9152, 1.0063, 1.0888, 1.0584, 1.0584, 1.4555, 1.5447, 1.5313, 1.6614, 1.8382, 1.9166, 1.959, 1.7299, 1.3681, 1.6019, 1.5652, 1.4445, 1.7296, 1.6905, 1.982, 1.7978, 1.8593, 2.1081, 2.1081, 2.3202, 1.8828, 1.8828, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2031239841263071373", "ticker_idx": 0, "ts": "2026-03-10T05:24:51+00:00", "symbol": "TSM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$TSM is on a hiring spree. The most important semiconductor manufacturing company on earth is staffing up. That's a signal. Buckle Up.", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Bullish TSM: hiring spree signals continued growth as the universal winner across all semiconductor scenarios.", "resolved_tickers": ["TSM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$TSM is on a hiring spree\n\nThe most important semiconductor manufacturing company on earth is staffing up.\n\nThat's a signal. Buckle Up. https://t.co/Ri46CcfoEp", "reply_text": null, "parent_text": null, "quoted_text": "If $NVDA wins, $TSM wins\nIf $AVGO wins, $TSM wins\nIf $MU HBM wins, $TSM wins\nIf $SNDK HBF wins, $TSM wins\nIf $AMD AI chips win, $TSM wins\nIf $QCOM silicon win, $TSM wins\nIf $AAPL silicon win, $TSM wins\nIf hyperscalers ASIC wins, $TSM wins\n\nIs that clear enough? TSMC All In", "parent_author": null, "ret_m1d": 0.00463862580865082, "ret_signed_m1d": 0.00463862580865082, "alpha_spy_m1d": 0.003029023576301748, "alpha_c_m1d": 0.012088331481796, "bench_spy_m1d": 0.0016096022323490722, "bench_c_m1d": -0.007449705673145179, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.021521717785143224, "ret_signed_p1d": 0.021521717785143224, "alpha_spy_p1d": 0.022776852333808995, "alpha_c_p1d": 0.012209528088737542, "bench_spy_p1d": -0.0012551345486657706, "bench_c_p1d": 0.009312189696405682, "ret_p1w": -0.0003892182307910774, "ret_signed_p1w": -0.0003892182307910774, "alpha_spy_p1w": 0.009047034081698269, "alpha_c_p1w": 0.0007432955604157465, "bench_spy_p1w": -0.009436252312489346, "bench_c_p1w": -0.001132513791206824, "ret_p1m": 0.05716390886460432, "ret_signed_p1m": 0.05716390886460432, "alpha_spy_p1m": 0.0561652922127962, "alpha_c_p1m": -0.007241063627484445, "bench_spy_p1m": 0.0009986166518081152, "bench_c_p1m": 0.06440497249208876, "ret_p3m": 0.19951561596745693, "ret_signed_p3m": 0.19951561596745693, "alpha_spy_p3m": 0.10739198394586857, "alpha_c_p3m": -0.23428002416551386, "bench_spy_p3m": 0.09212363202158835, "bench_c_p3m": 0.4337956401329708, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.05716390886460432, "alpha_spy_stated": 0.0561652922127962, "alpha_c_stated": -0.007241063627484445, "price_path": [-0.1217, -0.1586, -0.171, -0.1735, -0.2021, -0.1798, -0.1675, -0.155, -0.1445, -0.1391, -0.1391, -0.1275, -0.133, -0.1369, -0.1245, -0.1245, -0.0792, -0.0716, -0.0566, -0.0819, -0.0838, -0.0676, -0.0441, -0.0458, -0.0576, -0.0157, -0.0135, -0.0135, -0.0574, -0.0604, -0.0568, -0.0352, -0.0414, -0.0252, -0.0138, -0.0217, -0.0476, -0.0165, -0.0327, -0.0615, -0.0471, 0.0051, 0.024, 0.0427, 0.0778, 0.0605, 0.0555, 0.0555, 0.0493, 0.0437, 0.0383, 0.0676, 0.0661, 0.1114, 0.1171, 0.0856, 0.0792, 0.0634, 0.0174, 0.0298, 0.0195, -0.0236, 0.0046, 0.0, 0.0215, -0.0299, -0.0253, -0.0198, -0.0004, -0.0189, -0.0212, -0.0488, -0.0221, -0.0083, 0.0047, -0.0578, -0.056, -0.0856, -0.0236, -0.0134, -0.0204, -0.0204, -0.0126, -0.0023, 0.0572, 0.056, 0.0707, 0.0678, 0.0976, 0.0837, 0.0498, 0.0705, 0.0581, 0.0635, 0.1194, 0.1056, 0.1628, 0.1701, 0.1336, 0.1379, 0.1443, 0.149, 0.1603, 0.1395, 0.212, 0.1966, 0.1894, 0.1688, 0.1478, 0.1551, 0.2069, 0.1683, 0.144, 0.1343, 0.1604, 0.1763, 0.1687, 0.1687, 0.1913, 0.2214, 0.2275, 0.209, 0.2586, 0.2906, 0.2617, 0.2855, 0.1995, 0.2331, 0.2364, 0.181, 0.2194, 0.2277, 0.2783, 0.2332, 0.2515, 0.3383, 0.3383, 0.3544, 0.2638, 0.2638, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:1985242559858585639", "ticker_idx": 0, "ts": "2025-11-03T07:08:04+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I think we are looking at $200 within 36 months. I am not getting off the WINNING horse right now", "tweet_type": "prediction", "timeline": "months", "summary": "Long PLTR targeting $200 within 36 months, holding position.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "💯x2 $PLTR \n\n\"I think we are looking at $200 within 36 months. I am not getting off the WINNING horse right now\" \n\n@fitz_keith was right. $200 in 9 months.\n\nhttps://t.co/SkZSlMO60h", "reply_text": null, "parent_text": null, "quoted_text": "$PLTR valuation makes ZERO sense \n\nBut then why do institutions keep buying it?\nWhat do they know that you don't?\n\nI work in BIG DATA analytics and let me share the secrets of Palantir in the most basic way\n\nPalantir has monopoly on Automated Governance, serving as the ultimate https://t.co/XGLRmO7rq8", "parent_author": null, "ret_m1d": -0.03238725597205072, "ret_signed_m1d": -0.03238725597205072, "alpha_spy_m1d": -0.030514121710228492, "alpha_c_m1d": -0.030514121710228492, "bench_spy_m1d": -0.001873134261822229, "bench_c_m1d": -0.001873134261822229, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.07935122967372787, "ret_signed_p1d": -0.07935122967372787, "alpha_spy_p1d": -0.0674975922548473, "alpha_c_p1d": -0.0674975922548473, "bench_spy_p1d": -0.01185363741888057, "bench_c_p1d": -0.01185363741888057, "ret_p1w": -0.06549856426853706, "ret_signed_p1w": -0.06549856426853706, "alpha_spy_p1w": -0.06271799691752211, "alpha_c_p1w": -0.06271799691752211, "bench_spy_p1w": -0.002780567351014951, "bench_c_p1w": -0.002780567351014951, "ret_p1m": -0.17612699837999646, "ret_signed_p1m": -0.17612699837999646, "alpha_spy_p1m": -0.17347818714346042, "alpha_c_p1m": -0.17347818714346042, "bench_spy_p1m": -0.0026488112365360417, "bench_c_p1m": -0.0026488112365360417, "ret_p3m": -0.2670141617004528, "ret_signed_p3m": -0.2670141617004528, "alpha_spy_p3m": -0.2856736373471408, "alpha_c_p3m": -0.2856736373471408, "bench_spy_p3m": 0.018659475646688017, "bench_c_p3m": 0.018659475646688017, "ret_p6m": -0.31856357917380707, "ret_signed_p6m": -0.31856357917380707, "alpha_spy_p6m": -0.36598110079176127, "alpha_c_p6m": -0.36598110079176127, "bench_spy_p6m": 0.047417521617954206, "bench_c_p6m": 0.047417521617954206, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.17612699837999646, "alpha_spy_stated": -0.17347818714346042, "alpha_c_stated": -0.17347818714346042, "price_path": [-0.1334, -0.1206, -0.0976, -0.1183, -0.0975, -0.1101, -0.1263, -0.1448, -0.16, -0.2386, -0.247, -0.2462, -0.2338, -0.2414, -0.2235, -0.2436, -0.2368, -0.2436, -0.2436, -0.2418, -0.2523, -0.2464, -0.261, -0.2465, -0.2163, -0.1952, -0.2067, -0.1726, -0.1736, -0.1782, -0.1875, -0.1458, -0.1197, -0.1344, -0.1189, -0.1333, -0.1354, -0.1429, -0.1367, -0.1195, -0.1073, -0.0972, -0.1646, -0.1335, -0.1207, -0.114, -0.1048, -0.1532, -0.1447, -0.1324, -0.133, -0.1403, -0.1401, -0.1235, -0.1239, -0.153, -0.1289, -0.1088, -0.0869, -0.0849, -0.0404, -0.061, -0.0324, 0.0, -0.0794, -0.0931, -0.1551, -0.1412, -0.0655, -0.0783, -0.1111, -0.1691, -0.1601, -0.1734, -0.1923, -0.2016, -0.2483, -0.2526, -0.2169, -0.2106, -0.1999, -0.1999, -0.1869, -0.1916, -0.1761, -0.1501, -0.1412, -0.1227, -0.124, -0.1223, -0.093, -0.0948, -0.114, -0.1155, -0.0938, -0.1443, -0.1037, -0.0666, -0.0637, -0.063, -0.0628, -0.0628, -0.0891, -0.111, -0.1271, -0.1421, -0.1421, -0.1898, -0.16, -0.1326, -0.1231, -0.1463, -0.1433, -0.134, -0.1362, -0.1389, -0.1453, -0.1748, -0.1748, -0.1866, -0.202, -0.1992, -0.1814, -0.1917, -0.2002, -0.2405, -0.267, -0.2925, -0.2868, -0.238, -0.3265, -0.3725, -0.344, -0.3102, -0.3266, -0.3451, -0.3767, -0.3657, -0.3657, -0.3579, -0.3466, -0.3489, -0.3472, -0.3696, -0.3781, -0.3523, -0.3439, -0.3378, -0.2993, -0.2894, -0.2606, -0.2631, -0.2414, -0.245, -0.2705, -0.2683, -0.2591, -0.2714, -0.2629, -0.2515, -0.2626, -0.2486, -0.2727, -0.2237, -0.2529, -0.2521, -0.2878, -0.3095, -0.3361, -0.2939, -0.2929, -0.2834, -0.2834, -0.286, -0.2757, -0.3206, -0.3702, -0.3819, -0.3611, -0.345, -0.3139, -0.3109, -0.2934, -0.2958, -0.2954, -0.2633, -0.3167, -0.3093, -0.3093, -0.3186]}
{"unit_id": "quote:2018389105151967332", "ticker_idx": 0, "ts": "2026-02-02T18:20:37+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "HBM & DRAM = Gold 🪙", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish on MU and NVDA as Blackwell GPU adoption drives HBM/DRAM demand; 'Gold' verdict on memory.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU $NVDA $GOOGL JUST IN: \"Today, we’re bringing the serverless experience to high-end inference with support for NVIDIA RTX PRO™ 6000 Blackwell Server Edition GPUs on Google Cloud Run\"\n\nNVIDIA RTX PRO 6000 Blackwell is equipped with 96GB of GDDR7 Memory.\n\nHBM & DRAM = Gold 🪙 https://t.co/CSWqvfQu0E", "reply_text": null, "parent_text": null, "quoted_text": "So what's up with Micron Technology $MU? Why did so many analysts lower the price targets but still rated it as Bullish? A bit contradicting isn't it? Well, here's the answer.\n\nThe DRAM spot prices have been mostly flat. The 'recovery' didn't come as soon as they initially https://t.co/GgCJ7xL1t0", "parent_author": null, "ret_m1d": -0.05235266083794998, "ret_signed_m1d": -0.05235266083794998, "alpha_spy_m1d": -0.047406028910000564, "alpha_c_m1d": -0.041297902517165586, "bench_spy_m1d": -0.004946631927949419, "bench_c_m1d": -0.011054758320784397, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04193689928580624, "ret_signed_p1d": -0.04193689928580624, "alpha_spy_p1d": -0.03348151338463368, "alpha_c_p1d": -0.016714435589620935, "bench_spy_p1d": -0.008455385901172563, "bench_c_p1d": -0.025222463696185304, "ret_p1w": -0.12402922326843191, "ret_signed_p1w": -0.12402922326843191, "alpha_spy_p1w": -0.12192975910208703, "alpha_c_p1w": -0.12079367330086299, "bench_spy_p1w": -0.0020994641663448776, "bench_c_p1w": -0.003235549967568918, "ret_p1m": -0.13275465511876516, "ret_signed_p1m": -0.13275465511876516, "alpha_spy_p1m": -0.11106975086082527, "alpha_c_p1m": -0.09130552010513115, "bench_spy_p1m": -0.021684904257939897, "bench_c_p1m": -0.04144913501363401, "ret_p3m": 0.1817661968369726, "ret_signed_p3m": 0.1817661968369726, "alpha_spy_p3m": 0.14551033714901407, "alpha_c_p3m": -0.060285914113651806, "bench_spy_p3m": 0.036255859687958525, "bench_c_p3m": 0.2420521109506244, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.13275465511876516, "alpha_spy_stated": -0.11106975086082527, "alpha_c_stated": -0.09130552010513115, "price_path": [-0.4577, -0.4558, -0.4568, -0.4217, -0.4495, -0.4408, -0.459, -0.4364, -0.4476, -0.4783, -0.4842, -0.5402, -0.5265, -0.4887, -0.4873, -0.4743, -0.4743, -0.4601, -0.451, -0.4532, -0.4654, -0.4825, -0.4584, -0.4362, -0.4237, -0.3979, -0.4099, -0.4494, -0.4577, -0.4691, -0.4851, -0.4325, -0.3928, -0.3685, -0.3692, -0.3454, -0.3454, -0.3498, -0.3276, -0.3316, -0.3481, -0.3481, -0.2795, -0.287, -0.2156, -0.2244, -0.253, -0.2118, -0.21, -0.2277, -0.2386, -0.2311, -0.1714, -0.1714, -0.1663, -0.1112, -0.0919, -0.0871, -0.1113, -0.063, -0.0058, -0.0046, -0.0524, 0.0, -0.0419, -0.1334, -0.1254, -0.0985, -0.124, -0.1474, -0.0627, -0.0544, -0.0597, -0.0597, -0.0868, -0.0385, -0.0467, -0.022, -0.0384, -0.0452, -0.0201, -0.0508, -0.0581, -0.0574, -0.1328, -0.0846, -0.0931, -0.1542, -0.1107, -0.0792, -0.0437, -0.0741, -0.0267, 0.0091, 0.0546, 0.0547, 0.0148, -0.034, -0.0764, -0.0966, -0.1272, -0.1881, -0.1841, -0.2647, -0.228, -0.1594, -0.1631, -0.1631, -0.1368, -0.1372, -0.0706, -0.0368, -0.0389, -0.0253, 0.0641, 0.0425, 0.0448, 0.0399, 0.0247, 0.0269, 0.1139, 0.1008, 0.1351, 0.1987, 0.1524, 0.1847, 0.1818, 0.239, 0.3173, 0.4629, 0.5232, 0.4776, 0.7065, 0.8174, 0.7517, 0.8364, 0.7733, 0.6559, 0.5574, 0.5967, 0.6727, 0.7415, 0.7161, 0.7161, 1.0472, 1.1215, 1.1103, 1.2188, 1.3662, 1.4316, 1.4669, 1.276, 0.9744, 1.1692, 1.1386, 1.038, 1.2757, 1.2431, 1.4862, 1.3325, 1.3838, 1.5913, 1.5913, 1.7681, 1.4034, 1.4034, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2018389105151967332", "ticker_idx": 1, "ts": "2026-02-02T18:20:37+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "NVIDIA RTX PRO 6000 Blackwell is equipped with 96GB of GDDR7 Memory. HBM & DRAM = Gold 🪙", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish on MU and NVDA as Blackwell GPU adoption drives HBM/DRAM demand; 'Gold' verdict on memory.", "resolved_tickers": ["NVDA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU $NVDA $GOOGL JUST IN: \"Today, we’re bringing the serverless experience to high-end inference with support for NVIDIA RTX PRO™ 6000 Blackwell Server Edition GPUs on Google Cloud Run\"\n\nNVIDIA RTX PRO 6000 Blackwell is equipped with 96GB of GDDR7 Memory.\n\nHBM & DRAM = Gold 🪙 https://t.co/CSWqvfQu0E", "reply_text": null, "parent_text": null, "quoted_text": "So what's up with Micron Technology $MU? Why did so many analysts lower the price targets but still rated it as Bullish? A bit contradicting isn't it? Well, here's the answer.\n\nThe DRAM spot prices have been mostly flat. The 'recovery' didn't come as soon as they initially https://t.co/GgCJ7xL1t0", "parent_author": null, "ret_m1d": 0.029739858648855755, "ret_signed_m1d": 0.029739858648855755, "alpha_spy_m1d": 0.03468649057680517, "alpha_c_m1d": 0.04079461696964015, "bench_spy_m1d": -0.004946631927949419, "bench_c_m1d": -0.011054758320784397, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.028392869459833103, "ret_signed_p1d": -0.028392869459833103, "alpha_spy_p1d": -0.01993748355866054, "alpha_c_p1d": -0.003170405763647799, "bench_spy_p1d": -0.008455385901172563, "bench_c_p1d": -0.025222463696185304, "ret_p1w": 0.02386726563581587, "ret_signed_p1w": 0.02386726563581587, "alpha_spy_p1w": 0.02596672980216075, "alpha_c_p1w": 0.02710281560338479, "bench_spy_p1w": -0.0020994641663448776, "bench_c_p1w": -0.003235549967568918, "ret_p1m": -0.02995526168629381, "ret_signed_p1m": -0.02995526168629381, "alpha_spy_p1m": -0.008270357428353914, "alpha_c_p1m": 0.011493873327340198, "bench_spy_p1m": -0.021684904257939897, "bench_c_p1m": -0.04144913501363401, "ret_p3m": 0.0752697394207642, "ret_signed_p3m": 0.0752697394207642, "alpha_spy_p3m": 0.03901387973280568, "alpha_c_p3m": -0.1667823715298602, "bench_spy_p3m": 0.036255859687958525, "bench_c_p3m": 0.2420521109506244, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.02995526168629381, "alpha_spy_stated": -0.008270357428353914, "alpha_c_stated": 0.011493873327340198, "price_path": [0.0517, 0.0133, 0.0136, 0.0724, 0.0406, 0.0441, 0.0067, 0.0245, 0.0053, -0.023, 0.0048, -0.0268, -0.0363, -0.0165, -0.042, -0.0289, -0.0289, -0.0464, -0.0307, -0.0224, -0.0325, -0.012, -0.0172, -0.0003, -0.0034, -0.0099, -0.0252, -0.0571, -0.0502, -0.0425, -0.079, -0.0618, -0.0249, -0.0103, 0.0194, 0.0162, 0.0162, 0.0265, 0.0141, 0.0104, 0.0048, 0.0048, 0.0175, 0.0135, 0.0088, 0.0189, -0.0031, -0.004, -0.0036, 0.0011, -0.0133, 0.0078, 0.0033, 0.0033, -0.0406, -0.0123, -0.0041, 0.0111, 0.0046, 0.0157, 0.0318, 0.0372, 0.0297, 0.0, -0.0284, -0.0615, -0.074, -0.0011, 0.0239, 0.0158, 0.0239, 0.0072, -0.0151, -0.0151, -0.0034, 0.0128, 0.0123, 0.0227, 0.032, 0.039, 0.0536, -0.0039, -0.0454, -0.0169, -0.03, -0.0138, -0.0122, -0.042, -0.0159, -0.0045, 0.0023, -0.0133, -0.0288, -0.0128, -0.0198, -0.028, -0.0379, -0.0695, -0.0537, -0.056, -0.0373, -0.0774, -0.0974, -0.1101, -0.0603, -0.0531, -0.0442, -0.0442, -0.0429, -0.0404, -0.019, -0.0091, 0.0163, 0.02, 0.0588, 0.0715, 0.0687, 0.0866, 0.0887, 0.0769, 0.0911, 0.0756, 0.1221, 0.1671, 0.1485, 0.1274, 0.0753, 0.0692, 0.0694, 0.0587, 0.1198, 0.1395, 0.1595, 0.1823, 0.1895, 0.2168, 0.2702, 0.214, 0.1978, 0.1886, 0.204, 0.1827, 0.1602, 0.1602, 0.1577, 0.1455, 0.1544, 0.1376, 0.2088, 0.2005, 0.1571, 0.1795, 0.1064, 0.1254, 0.123, 0.0811, 0.1051, 0.1068, 0.146, 0.1188, 0.1039, 0.1365, 0.1365, 0.1255, 0.0791, 0.0791, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2017487452337021109", "ticker_idx": 0, "ts": "2026-01-31T06:37:46+00:00", "symbol": "NVO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "First (M) BLUE candle in years, aligning with a key volume concentration level. Something is brewing.", "tweet_type": "prediction", "timeline": "months", "summary": "Bullish NVO: first monthly blue candle in years aligning with key volume level signals a potential reversal.", "resolved_tickers": ["NVO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "quote", "lang": "en", "tweet_text": "🟦 $NVO First (M) BLUE candle in years, aligning with a key volume concentration level.\n\nSomething is brewing. https://t.co/sTJ7fdTZVh", "reply_text": null, "parent_text": null, "quoted_text": "🟦 $NVO $148 → $43, absolute bloodbath\n\nProtect your equity and always trim on PINK candles. Our smart candles would’ve gotten you out way before the collapse🤷‍♂️\n\n250+ Weekly Smart Candle Alerts. Free Trial:\nhttps://t.co/UOnxsgc8Ii https://t.co/JqjR7iecfE", "parent_author": null, "ret_m1d": 0.008484641714722407, "ret_signed_m1d": 0.008484641714722407, "alpha_spy_m1d": 0.013431273642671826, "alpha_c_m1d": 0.013431273642671826, "bench_spy_m1d": -0.004946631927949419, "bench_c_m1d": -0.004946631927949419, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.14644497639218146, "ret_signed_p1d": -0.14644497639218146, "alpha_spy_p1d": -0.1379895904910089, "alpha_c_p1d": -0.1379895904910089, "bench_spy_p1d": -0.008455385901172563, "bench_c_p1d": -0.008455385901172563, "ret_p1w": -0.16222640327089033, "ret_signed_p1w": -0.16222640327089033, "alpha_spy_p1w": -0.16012693910454545, "alpha_c_p1w": -0.16012693910454545, "bench_spy_p1w": -0.0020994641663448776, "bench_c_p1w": -0.0020994641663448776, "ret_p1m": -0.37790601579115735, "ret_signed_p1m": -0.37790601579115735, "alpha_spy_p1m": -0.35622111153321745, "alpha_c_p1m": -0.35622111153321745, "bench_spy_p1m": -0.021684904257939897, "bench_c_p1m": -0.021684904257939897, "ret_p3m": -0.25728130028182816, "ret_signed_p3m": -0.25728130028182816, "alpha_spy_p3m": -0.2935371599697867, "alpha_c_p3m": -0.2935371599697867, "bench_spy_p3m": 0.036255859687958525, "bench_c_p3m": 0.036255859687958525, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.37790601579115735, "alpha_spy_stated": -0.35622111153321745, "alpha_c_stated": -0.35622111153321745, "price_path": [-0.1777, -0.2108, -0.2248, -0.2204, -0.166, -0.1471, -0.1658, -0.1811, -0.1777, -0.1931, -0.1685, -0.1923, -0.1918, -0.2369, -0.2014, -0.1734, -0.1734, -0.1626, -0.1782, -0.1951, -0.1928, -0.1856, -0.1878, -0.2063, -0.2133, -0.1677, -0.1466, -0.1485, -0.1453, -0.1692, -0.1894, -0.1921, -0.1839, -0.1838, -0.1242, -0.1081, -0.1081, -0.1108, -0.1266, -0.1308, -0.1366, -0.1366, -0.111, -0.0648, -0.0453, -0.04, -0.027, -0.002, 0.0158, 0.012, -0.0003, -0.0307, 0.0577, 0.0577, 0.0297, 0.0066, 0.056, 0.0565, 0.0857, 0.0672, 0.0238, 0.0068, 0.0085, 0.0, -0.1464, -0.1992, -0.2646, -0.1916, -0.1622, -0.1665, -0.1729, -0.1697, -0.1588, -0.1588, -0.1622, -0.1646, -0.1778, -0.1953, -0.3275, -0.3452, -0.3525, -0.3616, -0.3645, -0.3592, -0.3779, -0.3467, -0.337, -0.3453, -0.325, -0.3429, -0.3411, -0.3548, -0.3558, -0.3453, -0.3479, -0.3645, -0.3708, -0.3801, -0.3752, -0.374, -0.3835, -0.3823, -0.3884, -0.3792, -0.3535, -0.3583, -0.3495, -0.3495, -0.3549, -0.3507, -0.3384, -0.3414, -0.34, -0.3319, -0.3083, -0.2821, -0.28, -0.2872, -0.2882, -0.3065, -0.3113, -0.3224, -0.2758, -0.2752, -0.2758, -0.2912, -0.2573, -0.2281, -0.2191, -0.2107, -0.195, -0.1943, -0.1896, -0.1837, -0.1732, -0.1718, -0.1943, -0.213, -0.221, -0.221, -0.2071, -0.2191, -0.2091, -0.2091, -0.2226, -0.2163, -0.1994, -0.1982, -0.2247, -0.245, -0.2612, -0.2304, -0.2443, -0.2784, -0.2578, -0.2469, -0.2267, -0.2281, -0.2274, -0.2339, -0.2344, -0.2402, -0.2402, -0.1929, -0.1658, -0.1658, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:1975016296376123812", "ticker_idx": 0, "ts": "2025-10-06T01:52:33+00:00", "symbol": "HOOD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "it's poised to climb further as it reattached to the upper Bollinger Band", "tweet_type": "prediction", "timeline": "weeks", "summary": "Bullish HOOD after biggest weekly gain of 2025; reattachment to upper Bollinger Band signals further upside.", "resolved_tickers": ["HOOD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "quote", "lang": "en", "tweet_text": "🟦 $HOOD just had the biggest weekly gain of 2025 with 22% and it's poised to climb further as it reattached to the upper Bollinger Band\n\n+34% gains since the (W) BLUE candle signal. Easy Profit 💰💵\n\n250+ Weekly Smart Candle Alerts. Free Trial:\nhttps://t.co/ZQDP5HCFyq https://t.co/nVxVzutzGZ", "reply_text": null, "parent_text": null, "quoted_text": "🟦 $HOOD Breakout after S&P500 Inclusion!\n\nLast (W) BLUE candles have yielded returns of 214% and 157%, respectively and a new one is forming 💰\n\n230+ Weekly Smart Candle Alerts. Free Trial:\nhttps://t.co/ZQDP5HCFyq https://t.co/LaYSUMEdFg", "parent_author": null, "ret_m1d": 0.03056983106914224, "ret_signed_m1d": 0.03056983106914224, "alpha_spy_m1d": 0.034143196016665156, "alpha_c_m1d": 0.030197374049999226, "bench_spy_m1d": -0.0035733649475229168, "bench_c_m1d": 0.0003724570191430132, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.005129665335797506, "ret_signed_p1d": 0.005129665335797506, "alpha_spy_p1d": 0.008837087593324466, "alpha_c_p1d": 0.0038261376716961504, "bench_spy_p1d": -0.00370742225752696, "bench_c_p1d": 0.001303527664101356, "ret_p1w": -0.024816317533445154, "ret_signed_p1w": -0.024816317533445154, "alpha_spy_p1w": -0.012055949235955543, "alpha_c_p1w": -0.005449487275698384, "bench_spy_p1w": -0.01276036829748961, "bench_c_p1w": -0.01936683025774677, "ret_p1m": -0.051712129066555756, "ret_signed_p1m": -0.051712129066555756, "alpha_spy_p1m": -0.05711703024945802, "alpha_c_p1m": -0.027875958384891097, "bench_spy_p1m": 0.005404901182902266, "bench_c_p1m": -0.02383617068166466, "ret_p3m": -0.2159988716153617, "ret_signed_p3m": -0.2159988716153617, "alpha_spy_p3m": -0.23435033689474738, "alpha_c_p3m": -0.23948904554488026, "bench_spy_p3m": 0.018351465279385692, "bench_c_p3m": 0.023490173929518576, "ret_p6m": -0.5196173181021857, "ret_signed_p6m": -0.5196173181021857, "alpha_spy_p6m": -0.4934608401423345, "alpha_c_p6m": -0.4469398087179586, "bench_spy_p6m": -0.02615647795985121, "bench_c_p6m": -0.07267750938422712, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.051712129066555756, "alpha_spy_stated": -0.05711703024945802, "alpha_c_stated": -0.027875958384891097, "price_path": [-0.3447, -0.3158, -0.3183, -0.3071, -0.31, -0.2843, -0.269, -0.2393, -0.2767, -0.294, -0.2924, -0.2934, -0.2732, -0.2599, -0.2838, -0.2645, -0.2857, -0.3075, -0.2627, -0.269, -0.2676, -0.229, -0.2054, -0.2124, -0.2091, -0.2471, -0.2326, -0.2086, -0.2027, -0.2548, -0.2698, -0.2631, -0.2422, -0.2518, -0.2458, -0.2866, -0.2812, -0.2789, -0.2789, -0.301, -0.3011, -0.2866, -0.2981, -0.187, -0.1786, -0.1858, -0.1838, -0.2026, -0.204, -0.1863, -0.1776, -0.1619, -0.135, -0.1343, -0.1252, -0.121, -0.1498, -0.1558, -0.0523, -0.0075, -0.0355, 0.01, 0.0306, 0.0, 0.0051, 0.0458, 0.0568, -0.0367, -0.0248, -0.0645, -0.0701, -0.0889, -0.0995, -0.0586, -0.0861, -0.1181, -0.0688, -0.031, 0.0111, 0.0138, 0.0037, -0.0429, 0.0175, 0.0195, -0.0517, -0.0123, -0.1191, -0.0964, -0.0581, -0.0855, -0.0782, -0.1576, -0.1508, -0.1961, -0.2077, -0.1809, -0.2638, -0.2562, -0.203, -0.1989, -0.1113, -0.1113, -0.1093, -0.1457, -0.1269, -0.0736, -0.0498, -0.0853, -0.0543, -0.0593, -0.0596, -0.1447, -0.1716, -0.201, -0.1723, -0.1973, -0.1879, -0.1588, -0.1517, -0.1665, -0.1651, -0.1651, -0.1811, -0.186, -0.1997, -0.216, -0.216, -0.2014, -0.1457, -0.1564, -0.1892, -0.2001, -0.201, -0.1854, -0.1665, -0.1705, -0.2351, -0.2462, -0.2462, -0.2667, -0.2658, -0.2635, -0.2584, -0.2583, -0.2705, -0.2832, -0.2982, -0.3104, -0.3768, -0.3964, -0.4411, -0.4962, -0.4259, -0.4, -0.4066, -0.4595, -0.507, -0.4734, -0.4734, -0.4771, -0.4786, -0.4756, -0.4724, -0.5024, -0.4913, -0.4626, -0.4493, -0.4742, -0.4539, -0.4727, -0.4301, -0.4416, -0.4656, -0.45, -0.4556, -0.4545, -0.4723, -0.4913, -0.478, -0.4638, -0.4808, -0.4859, -0.5086, -0.4975, -0.5211, -0.4972, -0.5123, -0.5424, -0.5483, -0.5196]}
{"unit_id": "quote:2013353009359527982", "ticker_idx": 0, "ts": "2026-01-19T20:48:58+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU Memory Crisis Lasting Until At Least 2028", "tweet_type": "analysis", "timeline": "years", "summary": "Bullish MU: memory shortage persists until 2028+ per Micron and SK Hynix, supporting sustained pricing power.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU Memory Crisis Lasting Until At Least 2028\n\n\"Micron also believes the memory shortage won't improve until 2028, and this is due to how long it takes to see meaningful output\"\n\n\"SK Hynix, one of the biggest manufacturers of RAM, claims it will last until 2028.\" https://t.co/Fe4Jk5YIIl", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": -0.006164380009599069, "ret_signed_m1d": -0.006164380009599069, "alpha_spy_m1d": -0.02694419046685137, "alpha_c_m1d": -0.03177978927923786, "bench_spy_m1d": 0.0207798104572523, "bench_c_m1d": 0.02561540926963879, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.06605473155081532, "ret_signed_p1d": 0.06605473155081532, "alpha_spy_p1d": 0.054513622269154016, "alpha_c_p1d": 0.03649460553751038, "bench_spy_p1d": 0.0115411092816613, "bench_c_p1d": 0.029560126013304933, "ret_p1w": 0.12394513294440679, "ret_signed_p1w": 0.12394513294440679, "alpha_spy_p1w": 0.09751285398871579, "alpha_c_p1w": 0.08075759043836794, "bench_spy_p1w": 0.026432278955691002, "bench_c_p1w": 0.043187542506038845, "ret_p1m": 0.15328768885560184, "ret_signed_p1m": 0.15328768885560184, "alpha_spy_p1m": 0.14043314291040288, "alpha_c_p1m": 0.09652401070546457, "bench_spy_p1m": 0.01285454594519897, "bench_c_p1m": 0.056763678150137276, "ret_p3m": 0.24729086635899833, "ret_signed_p3m": 0.24729086635899833, "alpha_spy_p3m": 0.196375182581372, "alpha_c_p3m": 0.058326020318802296, "bench_spy_p3m": 0.05091568377762634, "bench_c_p3m": 0.18896484604019603, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.4339, -0.4002, -0.3972, -0.3923, -0.3793, -0.3865, -0.3872, -0.3572, -0.4029, -0.3496, -0.3473, -0.3484, -0.3063, -0.3397, -0.3293, -0.3511, -0.324, -0.3374, -0.3742, -0.3813, -0.4485, -0.4321, -0.3867, -0.3851, -0.3694, -0.3694, -0.3524, -0.3415, -0.3441, -0.3587, -0.3793, -0.3503, -0.3238, -0.3087, -0.2778, -0.2922, -0.3396, -0.3496, -0.3632, -0.3824, -0.3193, -0.2717, -0.2425, -0.2434, -0.2149, -0.2149, -0.2201, -0.1935, -0.1983, -0.2181, -0.2181, -0.1358, -0.1448, -0.0591, -0.0697, -0.1041, -0.0545, -0.0524, -0.0736, -0.0867, -0.0777, -0.0062, -0.0062, 0.0, 0.0661, 0.0893, 0.0949, 0.066, 0.1239, 0.1925, 0.1939, 0.1367, 0.1995, 0.1492, 0.0395, 0.049, 0.0813, 0.0507, 0.0226, 0.1242, 0.1342, 0.1278, 0.1278, 0.0953, 0.1533, 0.1434, 0.1731, 0.1533, 0.1452, 0.1753, 0.1385, 0.1298, 0.1306, 0.0402, 0.098, 0.0878, 0.0145, 0.0666, 0.1044, 0.1471, 0.1105, 0.1675, 0.2104, 0.2649, 0.265, 0.2172, 0.1586, 0.1078, 0.0836, 0.0468, -0.0261, -0.0213, -0.118, -0.074, 0.0082, 0.0038, 0.0038, 0.0354, 0.0349, 0.1148, 0.1553, 0.1528, 0.1691, 0.2763, 0.2505, 0.2532, 0.2473, 0.2291, 0.2317, 0.3361, 0.3203, 0.3614, 0.4378, 0.3822, 0.421, 0.4175, 0.4861, 0.58, 0.7547, 0.827, 0.7723, 1.0469, 1.1799, 1.1011, 1.2027, 1.1269, 0.9862, 0.868, 0.9152, 1.0063, 1.0888, 1.0584, 1.0584, 1.4555, 1.5447, 1.5313, 1.6614, 1.8382, 1.9166, 1.959, 1.7299, 1.3681, 1.6019, 1.5652, 1.4445, 1.7296, 1.6905, 1.982, 1.7978, 1.8593, 2.1081, 2.1081, 2.3202, 1.8828, 1.8828, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
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{"unit_id": "quote:1989952080749253114", "ticker_idx": 1, "ts": "2025-11-16T07:02:02+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Without the HBM memory, there is no AI supercomputer", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Endorses MU as AI memory essential citing Jensen's quote; implied long on MU and NVDA's AI buildout.", "resolved_tickers": ["NVDA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "🔥 $MU \"...Without the HBM memory, there is no AI supercomputer...\" - $NVDA CEO Jensen\n\nhttps://t.co/vpdZhGVsSL", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": 0.019131709073634484, "ret_signed_m1d": 0.019131709073634484, "alpha_spy_m1d": 0.009727751016840536, "alpha_c_m1d": 0.0053790058506371086, "bench_spy_m1d": 0.009403958056793948, "bench_c_m1d": 0.013752703222997376, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.02808152100624217, "ret_signed_p1d": -0.02808152100624217, "alpha_spy_p1d": -0.019683967662447288, "alpha_c_p1d": -0.0074821521480907816, "bench_spy_p1d": -0.008397553343794883, "bench_c_p1d": -0.02059936885815139, "ret_p1w": -0.021704284648364047, "ret_signed_p1w": -0.021704284648364047, "alpha_spy_p1w": -0.026301148652079775, "alpha_c_p1w": -0.018236782696286258, "bench_spy_p1w": 0.004596864003715728, "bench_c_p1w": -0.0034675019520777894, "ret_p1m": -0.04753549798128143, "ret_signed_p1m": -0.04753549798128143, "alpha_spy_p1m": -0.06736516541657278, "alpha_c_p1m": -0.08174066945827563, "bench_spy_p1m": 0.019829667435291354, "bench_c_p1m": 0.0342051714769942, "ret_p3m": 0.001877849166340484, "ret_signed_p3m": 0.001877849166340484, "alpha_spy_p3m": -0.024581368330420572, "alpha_c_p3m": -0.19522372005236055, "bench_spy_p3m": 0.026459217496761056, "bench_c_p3m": 0.19710156921870103, "ret_p6m": 0.18330239610606047, "ret_signed_p6m": 0.18330239610606047, "alpha_spy_p6m": 0.06806036621937217, "alpha_c_p6m": -0.4711096596388056, "bench_spy_p6m": 0.1152420298866883, "bench_c_p6m": 0.654412055744866, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.04753549798128143, "alpha_spy_stated": -0.06736516541657278, "alpha_c_stated": -0.08174066945827563, "price_path": [-0.0601, -0.0623, -0.0462, -0.0364, -0.0259, -0.0269, -0.0345, -0.0666, -0.0666, -0.0848, -0.0857, -0.0801, -0.105, -0.0981, -0.0849, -0.0497, -0.0505, -0.0471, -0.0474, -0.0628, -0.0874, -0.0555, -0.0532, -0.016, -0.0438, -0.0516, -0.0477, -0.0451, -0.0255, -0.0001, 0.0034, 0.0123, 0.0055, -0.0057, -0.0084, 0.0135, 0.032, -0.0184, 0.0092, -0.0352, -0.0363, -0.0257, -0.0181, -0.0212, -0.0292, -0.0339, -0.0238, -0.0018, 0.0262, 0.0773, 0.1095, 0.0873, 0.0852, 0.1087, 0.0648, 0.0461, 0.0079, 0.0083, 0.0667, 0.0352, 0.0386, 0.0014, 0.0191, 0.0, -0.0281, -0.0004, -0.0319, -0.0414, -0.0217, -0.0471, -0.034, -0.034, -0.0514, -0.0358, -0.0275, -0.0376, -0.0172, -0.0224, -0.0056, -0.0087, -0.0151, -0.0303, -0.062, -0.0552, -0.0475, -0.0839, -0.0667, -0.03, -0.0155, 0.014, 0.0108, 0.0108, 0.0211, 0.0087, 0.0051, -0.0005, -0.0005, 0.0121, 0.0082, 0.0035, 0.0135, -0.0083, -0.0093, -0.0088, -0.0042, -0.0185, 0.0025, -0.0019, -0.0019, -0.0457, -0.0175, -0.0094, 0.0058, -0.0006, 0.0103, 0.0264, 0.0317, 0.0243, -0.0053, -0.0335, -0.0665, -0.0788, -0.0063, 0.0185, 0.0105, 0.0185, 0.0019, -0.0203, -0.0203, -0.0087, 0.0075, 0.007, 0.0173, 0.0266, 0.0336, 0.0481, -0.0091, -0.0504, -0.022, -0.035, -0.019, -0.0174, -0.047, -0.0211, -0.0098, -0.0029, -0.0184, -0.0339, -0.018, -0.0249, -0.0331, -0.043, -0.0744, -0.0586, -0.061, -0.0423, -0.0822, -0.1022, -0.1147, -0.0653, -0.058, -0.0493, -0.0493, -0.0479, -0.0454, -0.0241, -0.0143, 0.011, 0.0146, 0.0532, 0.0659, 0.0631, 0.0809, 0.083, 0.0713, 0.0853, 0.07, 0.1163, 0.161, 0.1425, 0.1215, 0.0696, 0.0636, 0.0638, 0.0532, 0.1139, 0.1336, 0.1534, 0.1761, 0.1833]}
{"unit_id": "quote:2024948362198614035", "ticker_idx": 0, "ts": "2026-02-20T20:44:45+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "2026 → Huge memory revenue & ASP explosion", "tweet_type": "prediction", "timeline": "years", "summary": "Bullish MU and SNDK into 2026-2027 on huge memory revenue/ASP explosion driven by AI reasoning & inference demand.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU $SNDK\n\n2026 → Huge memory revenue & ASP explosion.\n2027 → Memory Apocalypse as AI Reasoning & Inference hits 8 billion on earth.\n\nWild times ahead. https://t.co/WGUZxTlWqV", "reply_text": null, "parent_text": null, "quoted_text": "$MU I worked 21 years as an HBM, DRAM & NAND engineer.\n\nAMA is open. Ask me anything.\n\nI'll drop rare insights where I can. https://t.co/mNyHOKVofa", "parent_author": null, "ret_m1d": -0.02527034522659566, "ret_signed_m1d": -0.02527034522659566, "alpha_spy_m1d": -0.018090420074109104, "alpha_c_m1d": -0.013632664609599776, "bench_spy_m1d": -0.007179925152486555, "bench_c_m1d": -0.011637680616995882, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.016815713033507373, "ret_signed_p1d": -0.016815713033507373, "alpha_spy_p1d": -0.006604346994741106, "alpha_c_p1d": -0.011635379315925398, "bench_spy_p1d": -0.010211366038766267, "bench_c_p1d": -0.005180333717581975, "ret_p1w": -0.03690123123420119, "ret_signed_p1w": -0.03690123123420119, "alpha_spy_p1w": -0.031911515669526436, "alpha_c_p1w": -0.016035260852347966, "bench_spy_p1w": -0.004989715564674757, "bench_c_p1w": -0.020865970381853227, "ret_p1m": -0.05563210873519353, "ret_signed_p1m": -0.05563210873519353, "alpha_spy_p1m": -0.00883955226157962, "alpha_c_p1m": 0.0013999455677570216, "bench_spy_p1m": -0.04679255647361391, "bench_c_p1m": -0.05703205430295055, "ret_p3m": 0.7102961321007848, "ret_signed_p3m": 0.7102961321007848, "alpha_spy_p3m": 0.6321963678716092, "alpha_c_p3m": 0.3497680382152051, "bench_spy_p3m": 0.07809976422917564, "bench_c_p3m": 0.3605280938855797, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.4758, -0.4624, -0.4624, -0.4479, -0.4386, -0.4409, -0.4533, -0.4709, -0.4462, -0.4235, -0.4107, -0.3843, -0.3966, -0.437, -0.4455, -0.4572, -0.4735, -0.4197, -0.3792, -0.3543, -0.355, -0.3307, -0.3307, -0.3351, -0.3125, -0.3166, -0.3334, -0.3334, -0.2633, -0.271, -0.1979, -0.207, -0.2362, -0.194, -0.1922, -0.2103, -0.2215, -0.2138, -0.1528, -0.1528, -0.1475, -0.0912, -0.0714, -0.0666, -0.0913, -0.0419, 0.0166, 0.0178, -0.031, 0.0225, -0.0204, -0.1139, -0.1058, -0.0782, -0.1043, -0.1283, -0.0416, -0.0332, -0.0386, -0.0386, -0.0663, -0.0169, -0.0253, 0.0, -0.0168, -0.0237, 0.0019, -0.0295, -0.0369, -0.0362, -0.1132, -0.064, -0.0727, -0.1352, -0.0907, -0.0585, -0.0221, -0.0533, -0.0048, 0.0318, 0.0783, 0.0784, 0.0376, -0.0123, -0.0556, -0.0762, -0.1076, -0.1698, -0.1657, -0.2481, -0.2106, -0.1405, -0.1443, -0.1443, -0.1174, -0.1178, -0.0497, -0.0151, -0.0173, -0.0033, 0.088, 0.066, 0.0683, 0.0633, 0.0477, 0.05, 0.139, 0.1255, 0.1606, 0.2256, 0.1783, 0.2114, 0.2083, 0.2669, 0.3469, 0.4958, 0.5575, 0.5109, 0.7449, 0.8583, 0.7911, 0.8777, 0.8131, 0.6932, 0.5924, 0.6326, 0.7103, 0.7806, 0.7547, 0.7547, 1.0932, 1.1692, 1.1578, 1.2687, 1.4194, 1.4863, 1.5224, 1.3272, 1.0188, 1.218, 1.1867, 1.0839, 1.3269, 1.2935, 1.5421, 1.385, 1.4374, 1.6496, 1.6496, 1.8304, 1.4575, 1.4575, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2024948362198614035", "ticker_idx": 1, "ts": "2026-02-20T20:44:45+00:00", "symbol": "SNDK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "2026 → Huge memory revenue & ASP explosion. 2027 → Memory Apocalypse as AI Reasoning & Inference hits 8 billion on earth", "tweet_type": "prediction", "timeline": "years", "summary": "Bullish MU and SNDK into 2026-2027 on huge memory revenue/ASP explosion driven by AI reasoning & inference demand.", "resolved_tickers": ["SNDK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU $SNDK\n\n2026 → Huge memory revenue & ASP explosion.\n2027 → Memory Apocalypse as AI Reasoning & Inference hits 8 billion on earth.\n\nWild times ahead. https://t.co/WGUZxTlWqV", "reply_text": null, "parent_text": null, "quoted_text": "$MU I worked 21 years as an HBM, DRAM & NAND engineer.\n\nAMA is open. Ask me anything.\n\nI'll drop rare insights where I can. https://t.co/mNyHOKVofa", "parent_author": null, "ret_m1d": -0.04443273558686789, "ret_signed_m1d": -0.04443273558686789, "alpha_spy_m1d": -0.037252810434381334, "alpha_c_m1d": -0.03967695442793473, "bench_spy_m1d": -0.007179925152486555, "bench_c_m1d": -0.004755781158933159, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.02541658888237408, "ret_signed_p1d": 0.02541658888237408, "alpha_spy_p1d": 0.03562795492114035, "alpha_c_p1d": 0.0421684431180398, "bench_spy_p1d": -0.010211366038766267, "bench_c_p1d": -0.01675185423566572, "ret_p1w": -0.02247793899733197, "ret_signed_p1w": -0.02247793899733197, "alpha_spy_p1w": -0.017488223432657213, "alpha_c_p1w": -0.007429727567127564, "bench_spy_p1w": -0.004989715564674757, "bench_c_p1w": -0.015048211430204406, "ret_p1m": 0.08080376309452397, "ret_signed_p1m": 0.08080376309452397, "alpha_spy_p1m": 0.12759631956813788, "alpha_c_p1m": 0.10749116315167762, "bench_spy_p1m": -0.04679255647361391, "bench_c_p1m": -0.026687400057153643, "ret_p3m": 1.142499071283717, "ret_signed_p3m": 1.142499071283717, "alpha_spy_p3m": 1.0643993070545414, "alpha_c_p3m": 0.8835535079426446, "bench_spy_p3m": 0.07809976422917564, "bench_c_p3m": 0.25894556334107244, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.6608, -0.6692, -0.6692, -0.6565, -0.6766, -0.6841, -0.7009, -0.6718, -0.6485, -0.6531, -0.6624, -0.6417, -0.6283, -0.6828, -0.6894, -0.678, -0.6818, -0.6624, -0.6344, -0.6291, -0.6232, -0.6152, -0.6152, -0.6153, -0.6242, -0.6304, -0.6348, -0.6348, -0.5765, -0.5783, -0.4621, -0.456, -0.4853, -0.4193, -0.4011, -0.4003, -0.4033, -0.3704, -0.3636, -0.3636, -0.3029, -0.2287, -0.2254, -0.271, -0.2757, -0.2593, -0.1882, -0.1703, -0.1134, 0.0235, 0.0701, -0.1007, -0.1135, -0.08, -0.1024, -0.1667, -0.0779, -0.0303, -0.036, -0.036, -0.0914, -0.0763, -0.0444, 0.0, 0.0254, -0.0176, -0.0271, 0.003, -0.0225, -0.0475, -0.1301, -0.0783, -0.1298, -0.1887, -0.0942, -0.0478, 0.0084, -0.0479, 0.0179, 0.0826, 0.108, 0.1596, 0.1879, 0.0919, 0.0808, 0.0808, 0.0429, -0.072, -0.0525, -0.1192, -0.0225, 0.0658, 0.0794, 0.0794, 0.1149, 0.0936, 0.2014, 0.3102, 0.3105, 0.4655, 0.4531, 0.3719, 0.4146, 0.417, 0.4047, 0.39, 0.5063, 0.4346, 0.523, 0.6465, 0.5421, 0.6373, 0.687, 0.8262, 0.9322, 1.1637, 1.1693, 1.0616, 1.4037, 1.381, 1.234, 1.2266, 1.1274, 1.1657, 1.0509, 1.1282, 1.1425, 1.3728, 1.275, 1.275, 1.4456, 1.4462, 1.5257, 1.6078, 1.71, 1.6407, 1.8178, 1.7073, 1.3991, 1.5263, 1.5333, 1.5282, 1.8948, 2.0464, 2.243, 2.0641, 2.0137, 2.3613, 2.3613, 2.4982, 2.0211, 2.0211, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2017118848357716186", "ticker_idx": 0, "ts": "2026-01-30T06:13:04+00:00", "symbol": "HBM", "kind": "sector", "geography": null, "sub_sector": "HBM", "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The HBM / AI story hasn't been priced in at all", "tweet_type": "prediction", "timeline": "unspecified", "summary": "HBM/AI stocks are underpriced; market hasn't caught up to the thesis yet.", "resolved_tickers": ["MU", "000660.KS", "005930.KS"], "resolution_method": "basket", "resolution_reason": "HBM sub-sector basket: Micron, SK Hynix, Samsung", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@doongyidaddy The analyst and the market is still looking at the rear view mirror. The HBM / AI story hasn't been priced in at all.", "reply_text": null, "parent_text": "@TradexWhisperer And FOMO hasn’t even started", "quoted_text": null, "parent_author": "doongyidaddy", "ret_m1d": -0.00038634372324601135, "ret_signed_m1d": -0.00038634372324601135, "alpha_spy_m1d": -0.0033777496494486283, "alpha_c_m1d": -0.03523489836651154, "bench_spy_m1d": 0.002991405926202617, "bench_c_m1d": 0.03484855464326553, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03153072663667578, "ret_signed_p1d": -0.03153072663667578, "alpha_spy_p1d": -0.0365019493737373, "alpha_c_p1d": -0.042709058717038006, "bench_spy_p1d": 0.00497122273706152, "bench_c_p1d": 0.01117833208036223, "ret_p1w": -0.0458367916032455, "ret_signed_p1w": -0.0458367916032455, "alpha_spy_p1w": -0.043885793731945344, "alpha_c_p1w": -0.041350603141123154, "bench_spy_p1w": -0.001950997871300153, "bench_c_p1w": -0.0044861884621223425, "ret_p1m": 0.17098446791336686, "ret_signed_p1m": 0.17098446791336686, "alpha_spy_p1m": 0.17906290437682715, "alpha_c_p1m": 0.1637222281487939, "bench_spy_p1m": -0.008078436463460292, "bench_c_p1m": 0.007262239764572964, "ret_p3m": 0.36208960664320466, "ret_signed_p3m": 0.36208960664320466, "alpha_spy_p3m": 0.33094183074708194, "alpha_c_p3m": 0.12385038304502127, "bench_spy_p3m": 0.03114777589612272, "bench_c_p3m": 0.2382392235981834, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.17098446791336686, "alpha_spy_stated": 0.17906290437682715, "alpha_c_stated": 0.1637222281487939, "price_path": [-0.3934, -0.3892, -0.3863, -0.394, -0.3666, -0.3656, -0.3641, -0.373, -0.3957, -0.3757, -0.4055, -0.4132, -0.4211, -0.4466, -0.4297, -0.4243, -0.4106, -0.4017, -0.408, -0.4013, -0.3893, -0.3935, -0.402, -0.386, -0.3638, -0.3657, -0.3497, -0.3635, -0.3719, -0.3895, -0.4064, -0.3938, -0.3756, -0.3661, -0.3368, -0.3335, -0.3245, -0.3245, -0.3098, -0.2806, -0.2772, -0.283, -0.283, -0.2314, -0.2072, -0.1694, -0.1623, -0.1718, -0.1612, -0.1592, -0.1719, -0.1687, -0.156, -0.1221, -0.1183, -0.1327, -0.1055, -0.0874, -0.0818, -0.1016, -0.0458, -0.0046, -0.0004, 0.0, -0.0315, 0.0175, -0.0139, -0.0528, -0.0458, -0.021, -0.0345, -0.0065, 0.0292, 0.0298, 0.0298, 0.0202, 0.0372, 0.0578, 0.0868, 0.0878, 0.1198, 0.1406, 0.1904, 0.1707, 0.171, 0.0552, -0.0085, 0.0626, 0.0278, -0.0197, 0.0587, 0.0818, 0.0576, 0.0578, 0.1047, 0.13, 0.1919, 0.1455, 0.1239, 0.0546, 0.074, 0.0651, 0.0024, 0.0038, -0.0537, -0.084, 0.0199, -0.0294, 0.0037, 0.031, 0.049, 0.1445, 0.13, 0.1441, 0.1432, 0.2093, 0.2232, 0.2445, 0.2297, 0.2352, 0.2666, 0.2938, 0.3045, 0.305, 0.3635, 0.3449, 0.3621, 0.347, 0.3672, 0.4788, 0.53, 0.6776, 0.6924, 0.7785, 0.9241, 0.8709, 0.9629, 0.9635, 0.8137, 0.8086, 0.7761, 0.8038, 0.9486, 0.9255, 0.9255, 1.0962, 1.2092, 1.2067, 1.2974, 1.4269, 1.4727, 1.4852, 1.3765, 1.1398, 1.0802, 1.2363, 1.0989, 1.1947, 1.2502, 1.4166, 1.4095, 1.4859, 1.6525, 1.6638, 1.7819, 1.4294, 1.502, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2021482298059940186", "ticker_idx": 0, "ts": "2026-02-11T07:11:51+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU \"Winbond Expects DRAM Prices to Jump Nearly 4× by June 2026. Capacity Booked Through 2027\"", "tweet_type": "analysis", "timeline": "months", "summary": "Bullish MU on DRAM prices expected to jump ~4× by June 2026 with capacity booked through 2027 and NAND prices outpacing DRAM.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU \"Winbond Expects DRAM Prices to Jump Nearly 4× by June 2026. Capacity Booked Through 2027\"\n\nTrajectory\nQ1 2026 (current quarter): 90–95% increase\nQ2 2026: Similar magnitude (near-doubling again)\nCumulative result: ~4× by June 2026\nSLC NAND price hikes are even outpacing DRAM https://t.co/jyasbQFLFr", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": -0.09038847502394831, "ret_signed_m1d": -0.09038847502394831, "alpha_spy_m1d": -0.09061965059740684, "alpha_c_m1d": -0.06623111680233484, "bench_spy_m1d": 0.0002311755734585308, "bench_c_m1d": -0.024157358221613467, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.008846330552533033, "ret_signed_p1d": 0.008846330552533033, "alpha_spy_p1d": 0.024295190250419263, "alpha_c_p1d": 0.029749010173658275, "bench_spy_p1d": -0.01544885969788623, "bench_c_p1d": -0.020902679621125242, "ret_p1w": 0.025856644624870917, "ret_signed_p1w": 0.025856644624870917, "alpha_spy_p1w": 0.034050829978377606, "alpha_c_p1w": 0.031233015213836368, "bench_spy_p1w": -0.008194185353506689, "bench_c_p1w": -0.005376370588965451, "ret_p1m": -0.012160672600280864, "ret_signed_p1m": -0.012160672600280864, "alpha_spy_p1m": 0.025269286388445278, "alpha_c_p1m": 0.05209024107664584, "bench_spy_p1m": -0.03742995898872614, "bench_c_p1m": -0.0642509136769267, "ret_p3m": 0.9390362248077155, "ret_signed_p3m": 0.9390362248077155, "alpha_spy_p3m": 0.8677040620427314, "alpha_c_p3m": 0.5496008632794793, "bench_spy_p3m": 0.07133216276498411, "bench_c_p3m": 0.3894353615282362, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.012160672600280864, "alpha_spy_stated": 0.025269286388445278, "alpha_c_stated": 0.05209024107664584, "price_path": [-0.3987, -0.4106, -0.4434, -0.4497, -0.5095, -0.4948, -0.4545, -0.453, -0.4391, -0.4391, -0.4239, -0.4142, -0.4166, -0.4296, -0.4479, -0.4221, -0.3985, -0.3851, -0.3576, -0.3704, -0.4126, -0.4214, -0.4336, -0.4506, -0.3945, -0.3522, -0.3262, -0.327, -0.3016, -0.3016, -0.3062, -0.2826, -0.2869, -0.3045, -0.3045, -0.2313, -0.2393, -0.1631, -0.1725, -0.2031, -0.159, -0.1571, -0.176, -0.1876, -0.1796, -0.116, -0.116, -0.1105, -0.0517, -0.0311, -0.0261, -0.0518, -0.0002, 0.0608, 0.062, 0.0111, 0.0669, 0.0222, -0.0754, -0.0669, -0.0381, -0.0654, -0.0904, 0.0, 0.0088, 0.0032, 0.0032, -0.0257, 0.0259, 0.0171, 0.0435, 0.0259, 0.0187, 0.0455, 0.0127, 0.0049, 0.0057, -0.0747, -0.0233, -0.0324, -0.0976, -0.0512, -0.0176, 0.0203, -0.0122, 0.0385, 0.0767, 0.1251, 0.1252, 0.0827, 0.0306, -0.0146, -0.0361, -0.0688, -0.1337, -0.1295, -0.2154, -0.1763, -0.1032, -0.1071, -0.1071, -0.079, -0.0794, -0.0084, 0.0277, 0.0254, 0.04, 0.1353, 0.1123, 0.1147, 0.1095, 0.0933, 0.0956, 0.1885, 0.1744, 0.211, 0.2789, 0.2295, 0.264, 0.2609, 0.3219, 0.4054, 0.5608, 0.6252, 0.5765, 0.8207, 0.939, 0.8689, 0.9593, 0.8919, 0.7667, 0.6616, 0.7035, 0.7846, 0.858, 0.831, 0.831, 1.1842, 1.2635, 1.2516, 1.3673, 1.5246, 1.5943, 1.632, 1.4283, 1.1065, 1.3144, 1.2817, 1.1744, 1.428, 1.3932, 1.6525, 1.4886, 1.5433, 1.7647, 1.7647, 1.9534, 1.5642, 1.5642, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:1993781928521310443", "ticker_idx": 0, "ts": "2025-11-26T20:40:29+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU HBM3E & HBM4 are the new oil and it's SOLD OUT for 2026 and Samsung is way behind.", "tweet_type": "analysis", "timeline": "quarters", "summary": "Long MU: HBM3E/HBM4 sold out through 2026, Samsung behind, every major AI player dependent on Micron's HBM.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU HBM3E & HBM4 are the new oil and it's SOLD OUT for 2026 and Samsung is way behind.\n\n$GOOGL, $AMZN, $TSLA, $AMD, $NVDA and $AVGO, every AI giant is begging for them.\n\nNo HBM = no competitive AI chip in 2026 https://t.co/R88wNQ4717", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": -0.024884912618084343, "ret_signed_m1d": -0.024884912618084343, "alpha_spy_m1d": -0.018028753429009337, "alpha_c_m1d": -0.0027401033673594144, "bench_spy_m1d": -0.006856159189075006, "bench_c_m1d": -0.02214480925072493, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0, "ret_signed_p1d": 0.0, "alpha_spy_p1d": 0.0, "alpha_c_p1d": 0.0, "bench_spy_p1d": 0.0, "bench_c_p1d": 0.0, "ret_p1w": 0.016937448347384976, "ret_signed_p1w": 0.016937448347384976, "alpha_spy_p1w": 0.010743345575078056, "alpha_c_p1w": -0.030976090316185978, "bench_spy_p1w": 0.00619410277230692, "bench_c_p1w": 0.047913538663570954, "ret_p1m": 0.245027305211319, "ret_signed_p1m": 0.245027305211319, "alpha_spy_p1m": 0.2262831950868538, "alpha_c_p1m": 0.1944300301330466, "bench_spy_p1m": 0.018744110124465196, "bench_c_p1m": 0.050597275078272386, "ret_p3m": 0.8289763468909543, "ret_signed_p3m": 0.8289763468909543, "alpha_spy_p3m": 0.8220224909193721, "alpha_c_p3m": 0.637855188997311, "bench_spy_p3m": 0.006953855971582268, "bench_c_p3m": 0.19112115789364337, "ret_p6m": 2.3124648533405634, "ret_signed_p6m": 2.3124648533405634, "alpha_spy_p6m": 2.213493304382071, "alpha_c_p6m": 1.6741828320238625, "bench_spy_p6m": 0.09897154895849258, "bench_c_p6m": 0.6382820213167009, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": 0.8289763468909543, "alpha_spy_stated": 0.8220224909193721, "alpha_c_stated": 0.637855188997311, "price_path": [-0.4835, -0.4835, -0.4858, -0.4847, -0.4609, -0.4298, -0.4294, -0.413, -0.3924, -0.3465, -0.3176, -0.3152, -0.3107, -0.3056, -0.267, -0.2937, -0.2855, -0.2777, -0.2981, -0.3193, -0.3174, -0.2886, -0.2738, -0.2094, -0.2025, -0.1843, -0.1707, -0.1936, -0.1464, -0.1647, -0.2113, -0.1628, -0.1876, -0.1664, -0.1204, -0.1211, -0.102, -0.1215, -0.1381, -0.1023, -0.0488, -0.0441, -0.0363, -0.0158, -0.0271, -0.0282, 0.0193, -0.0531, 0.0314, 0.035, 0.0333, 0.1001, 0.0471, 0.0636, 0.0291, 0.072, 0.0508, -0.0076, -0.0188, -0.1255, -0.0994, -0.0275, -0.0249, 0.0, 0.0, 0.027, 0.0443, 0.0401, 0.0169, -0.0157, 0.0302, 0.0724, 0.0962, 0.1453, 0.1225, 0.0473, 0.0314, 0.0098, -0.0206, 0.0794, 0.1549, 0.2012, 0.1998, 0.245, 0.245, 0.2368, 0.2789, 0.2714, 0.24, 0.24, 0.3704, 0.3562, 0.4921, 0.4752, 0.4208, 0.4993, 0.5027, 0.4691, 0.4483, 0.4625, 0.576, 0.576, 0.5858, 0.6906, 0.7274, 0.7363, 0.6905, 0.7824, 0.8911, 0.8934, 0.8025, 0.9021, 0.8223, 0.6484, 0.6635, 0.7148, 0.6662, 0.6216, 0.7828, 0.7986, 0.7885, 0.7885, 0.7369, 0.8289, 0.8132, 0.8603, 0.829, 0.8161, 0.8639, 0.8055, 0.7916, 0.7929, 0.6496, 0.7412, 0.7251, 0.6088, 0.6915, 0.7514, 0.8191, 0.7611, 0.8514, 0.9195, 1.0059, 1.0061, 0.9302, 0.8374, 0.7568, 0.7184, 0.6601, 0.5444, 0.552, 0.3987, 0.4684, 0.5989, 0.5919, 0.5919, 0.6419, 0.6412, 0.7679, 0.8321, 0.8281, 0.854, 1.024, 0.983, 0.9873, 0.978, 0.9491, 0.9532, 1.1188, 1.0938, 1.159, 1.28, 1.1919, 1.2535, 1.2478, 1.3567, 1.5055, 1.7826, 1.8973, 1.8106, 2.246, 2.4569, 2.3319, 2.493, 2.3729, 2.1497, 1.9623, 2.0371, 2.1816, 2.3125]}
{"unit_id": "quote:2012766072085303306", "ticker_idx": 0, "ts": "2026-01-18T05:56:41+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU Bargain of the Century", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish MU: calls it a bargain at 15.5x PE/2.33x sales with 50% sequential HBM growth and surging DRAM/NAND prices.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU \"The memory growth is at the heart of everything driven by AIs.\"\n\n\"This is not just in Data Centers. From Data Centers, to the Edge Devices, to Smart Phones, to PCs and to Automobiles.\"\n\n-Micron CEO and $SNDK Founder, Sanjay @MicronCEO on CNBC https://t.co/uodbxnzBYQ", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": -0.006164380009599069, "ret_signed_m1d": -0.006164380009599069, "alpha_spy_m1d": -0.02694419046685137, "alpha_c_m1d": -0.03177978927923786, "bench_spy_m1d": 0.0207798104572523, "bench_c_m1d": 0.02561540926963879, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.06605473155081532, "ret_signed_p1d": 0.06605473155081532, "alpha_spy_p1d": 0.054513622269154016, "alpha_c_p1d": 0.03649460553751038, "bench_spy_p1d": 0.0115411092816613, "bench_c_p1d": 0.029560126013304933, "ret_p1w": 0.12394513294440679, "ret_signed_p1w": 0.12394513294440679, "alpha_spy_p1w": 0.09751285398871579, "alpha_c_p1w": 0.08075759043836794, "bench_spy_p1w": 0.026432278955691002, "bench_c_p1w": 0.043187542506038845, "ret_p1m": 0.15328768885560184, "ret_signed_p1m": 0.15328768885560184, "alpha_spy_p1m": 0.14043314291040288, "alpha_c_p1m": 0.09652401070546457, "bench_spy_p1m": 0.01285454594519897, "bench_c_p1m": 0.056763678150137276, "ret_p3m": 0.24729086635899833, "ret_signed_p3m": 0.24729086635899833, "alpha_spy_p3m": 0.196375182581372, "alpha_c_p3m": 0.058326020318802296, "bench_spy_p3m": 0.05091568377762634, "bench_c_p3m": 0.18896484604019603, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.15328768885560184, "alpha_spy_stated": 0.14043314291040288, "alpha_c_stated": 0.09652401070546457, "price_path": [-0.4339, -0.4002, -0.3972, -0.3923, -0.3793, -0.3865, -0.3872, -0.3572, -0.4029, -0.3496, -0.3473, -0.3484, -0.3063, -0.3397, -0.3293, -0.3511, -0.324, -0.3374, -0.3742, -0.3813, -0.4485, -0.4321, -0.3867, -0.3851, -0.3694, -0.3694, -0.3524, -0.3415, -0.3441, -0.3587, -0.3793, -0.3503, -0.3238, -0.3087, -0.2778, -0.2922, -0.3396, -0.3496, -0.3632, -0.3824, -0.3193, -0.2717, -0.2425, -0.2434, -0.2149, -0.2149, -0.2201, -0.1935, -0.1983, -0.2181, -0.2181, -0.1358, -0.1448, -0.0591, -0.0697, -0.1041, -0.0545, -0.0524, -0.0736, -0.0867, -0.0777, -0.0062, -0.0062, 0.0, 0.0661, 0.0893, 0.0949, 0.066, 0.1239, 0.1925, 0.1939, 0.1367, 0.1995, 0.1492, 0.0395, 0.049, 0.0813, 0.0507, 0.0226, 0.1242, 0.1342, 0.1278, 0.1278, 0.0953, 0.1533, 0.1434, 0.1731, 0.1533, 0.1452, 0.1753, 0.1385, 0.1298, 0.1306, 0.0402, 0.098, 0.0878, 0.0145, 0.0666, 0.1044, 0.1471, 0.1105, 0.1675, 0.2104, 0.2649, 0.265, 0.2172, 0.1586, 0.1078, 0.0836, 0.0468, -0.0261, -0.0213, -0.118, -0.074, 0.0082, 0.0038, 0.0038, 0.0354, 0.0349, 0.1148, 0.1553, 0.1528, 0.1691, 0.2763, 0.2505, 0.2532, 0.2473, 0.2291, 0.2317, 0.3361, 0.3203, 0.3614, 0.4378, 0.3822, 0.421, 0.4175, 0.4861, 0.58, 0.7547, 0.827, 0.7723, 1.0469, 1.1799, 1.1011, 1.2027, 1.1269, 0.9862, 0.868, 0.9152, 1.0063, 1.0888, 1.0584, 1.0584, 1.4555, 1.5447, 1.5313, 1.6614, 1.8382, 1.9166, 1.959, 1.7299, 1.3681, 1.6019, 1.5652, 1.4445, 1.7296, 1.6905, 1.982, 1.7978, 1.8593, 2.1081, 2.1081, 2.3202, 1.8828, 1.8828, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2008018109605826630", "ticker_idx": 0, "ts": "2026-01-05T03:29:59+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Market is still looking at the rear view mirror, not realizing the HBM is a brand new business that Micron never has had before. It will flatten the cyclical behavior because DRAM will be in shortage for a long time.", "tweet_type": "prediction", "timeline": "months", "summary": "Long MU: HBM transforms Micron's business model, DRAM shortage persists long-term, flattening cyclicality and justifying premium multiple re-rating.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@Prosperiaxnews Yes. Good analysis. Market is still looking at the rear view mirror, not realizing the HBM is a brand new business that Micron never has had before. It will flatten the cyclical behavior because DRAM will be in shortage for a long time. Fabs will not come online for a while.", "reply_text": null, "parent_text": "@TradexWhisperer They are already earning real money from HBM and AI memory, yet it’s priced as if those profits are temporary. Costco and AMD trade at premium multiples because their growth is assumed to persist. MU at ~9x forward earnings assumes the opposite.\n\nIf AI memory demand stays tight", "quoted_text": null, "parent_author": "OnyxIntelAI", "ret_m1d": 0.01047579496404416, "ret_signed_m1d": 0.01047579496404416, "alpha_spy_m1d": 0.01709193719477453, "alpha_c_m1d": 0.021837347405923246, "bench_spy_m1d": -0.006616142230730371, "bench_c_m1d": -0.011361552441879086, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.10020817203358767, "ret_signed_p1d": 0.10020817203358767, "alpha_spy_p1d": 0.09426101373421658, "alpha_c_p1d": 0.07364497153417249, "bench_spy_p1d": 0.005947158299371091, "bench_c_p1d": 0.026563200499415185, "ret_p1w": 0.10802499081593964, "ret_signed_p1w": 0.10802499081593964, "alpha_spy_p1w": 0.09720668731564941, "alpha_c_p1w": 0.0734107069340042, "bench_spy_p1w": 0.010818303500290227, "bench_c_p1w": 0.03461428388193544, "ret_p1m": 0.34371301679656074, "ret_signed_p1m": 0.34371301679656074, "alpha_spy_p1m": 0.3410811565662011, "alpha_c_p1m": 0.2905071677731854, "bench_spy_p1m": 0.0026318602303596617, "bench_c_p1m": 0.05320584902337533, "ret_p3m": 0.17377494024981432, "ret_signed_p3m": 0.17377494024981432, "alpha_spy_p3m": 0.21754119308862419, "alpha_c_p3m": 0.1347643437584105, "bench_spy_p3m": -0.04376625283880986, "bench_c_p3m": 0.039010596491403815, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.34371301679656074, "alpha_spy_stated": 0.3410811565662011, "alpha_c_stated": 0.2905071677731854, "price_path": [-0.3706, -0.3841, -0.4185, -0.3827, -0.401, -0.3854, -0.3514, -0.3519, -0.3379, -0.3522, -0.3644, -0.3381, -0.2986, -0.2952, -0.2894, -0.2743, -0.2827, -0.2834, -0.2484, -0.3018, -0.2395, -0.2368, -0.2381, -0.1889, -0.2279, -0.2158, -0.2412, -0.2096, -0.2252, -0.2683, -0.2765, -0.3552, -0.3359, -0.2829, -0.281, -0.2626, -0.2626, -0.2427, -0.23, -0.2331, -0.2502, -0.2742, -0.2404, -0.2093, -0.1917, -0.1555, -0.1723, -0.2278, -0.2395, -0.2554, -0.2778, -0.2041, -0.1484, -0.1143, -0.1153, -0.082, -0.082, -0.088, -0.057, -0.0625, -0.0857, -0.0857, 0.0105, 0.0, 0.1002, 0.0878, 0.0476, 0.1055, 0.108, 0.0832, 0.0679, 0.0784, 0.1621, 0.1621, 0.1693, 0.2465, 0.2737, 0.2803, 0.2465, 0.3142, 0.3945, 0.3961, 0.3291, 0.4025, 0.3437, 0.2154, 0.2266, 0.2644, 0.2286, 0.1957, 0.3146, 0.3262, 0.3188, 0.3188, 0.2807, 0.3486, 0.337, 0.3717, 0.3486, 0.3391, 0.3743, 0.3313, 0.3211, 0.322, 0.2163, 0.2839, 0.272, 0.1863, 0.2472, 0.2914, 0.3413, 0.2986, 0.3651, 0.4153, 0.4791, 0.4792, 0.4233, 0.3548, 0.2954, 0.2671, 0.2241, 0.1387, 0.1444, 0.0313, 0.0828, 0.1789, 0.1738, 0.1738, 0.2107, 0.2101, 0.3035, 0.3509, 0.348, 0.3671, 0.4924, 0.4622, 0.4654, 0.4585, 0.4372, 0.4402, 0.5623, 0.5439, 0.592, 0.6812, 0.6162, 0.6616, 0.6575, 0.7377, 0.8475, 1.0518, 1.1364, 1.0724, 1.3935, 1.549, 1.4568, 1.5756, 1.4871, 1.3225, 1.1843, 1.2394, 1.346, 1.4425, 1.4069, 1.4069, 1.8712, 1.9755, 1.9598, 2.112, 2.3187, 2.4104, 2.46, 2.1921, 1.7691, 2.0424, 1.9995, 1.8584, 2.1917, 2.146, 2.4869, 2.2715, 2.3434, 2.6344, 2.6344, 2.8824, 2.3709, 2.3709, null, null, null, null]}
{"unit_id": "quote:2029788421632446551", "ticker_idx": 0, "ts": "2026-03-06T05:17:26+00:00", "symbol": "LITE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "NVIDIA Rubin Ultra is Optics/Copper Hybrid Scale-Up Platform which is expected to have +5x more optics than previous gens.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish optics names (LITE, GLW, AXTI, AAOI, COHR) as NVIDIA Rubin Ultra NVL576 drives +5x optics demand with 792 optical engines per rack.", "resolved_tickers": ["LITE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "quote", "lang": "en", "tweet_text": "NVIDIA Rubin Ultra is Optics/Copper Hybrid Scale-Up Platform which is expected to have +5x more optics than previous gens.\n\nA single rack: 792 optical engines. 144 GPU packages. 576 dies. Let that sink in.\n\n$LITE $GLW $AXTI $AAOI $COHR https://t.co/w5GYC4mynu", "reply_text": null, "parent_text": null, "quoted_text": "$LITE $GLW $AXTI $AAOI $COHR\n\nMajor shift toward optics starting NVIDIA Rubin Ultra:\n\nThe NVIDIA Rubin Ultra NVL576 rack will mark a major architectural shift by incorporating optics for scale-up for the first time in an NVLink domain. While copper remains a critical component", "parent_author": null, "ret_m1d": 0.16542512083472283, "ret_signed_m1d": 0.16542512083472283, "alpha_spy_m1d": 0.1521439123995274, "alpha_c_m1d": 0.1521439123995274, "bench_spy_m1d": 0.013281208435195424, "bench_c_m1d": 0.013281208435195424, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.1472852941057532, "ret_signed_p1d": 0.1472852941057532, "alpha_spy_p1d": 0.13852533258344057, "alpha_c_p1d": 0.13852533258344057, "bench_spy_p1d": 0.00875996152231262, "bench_c_p1d": 0.00875996152231262, "ret_p1w": 0.11471240827758433, "ret_signed_p1w": 0.11471240827758433, "alpha_spy_p1w": 0.12971874289639707, "alpha_c_p1w": 0.12971874289639707, "bench_spy_p1w": -0.015006334618812733, "bench_c_p1w": -0.015006334618812733, "ret_p1m": 0.38292390573847856, "ret_signed_p1m": 0.38292390573847856, "alpha_spy_p1m": 0.40025100231114086, "alpha_c_p1m": 0.40025100231114086, "bench_spy_p1m": -0.017327096572662293, "bench_c_p1m": -0.017327096572662293, "ret_p3m": 0.6796790987379502, "ret_signed_p3m": 0.6796790987379502, "alpha_spy_p3m": 0.5548689023150317, "alpha_c_p3m": 0.5548689023150317, "bench_spy_p3m": 0.12481019642291846, "bench_c_p3m": 0.12481019642291846, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.38292390573847856, "alpha_spy_stated": 0.40025100231114086, "alpha_c_stated": 0.40025100231114086, "price_path": [-0.3548, -0.3446, -0.3337, -0.4192, -0.4007, -0.4339, -0.4265, -0.3963, -0.3349, -0.3018, -0.3063, -0.291, -0.291, -0.3002, -0.3328, -0.3353, -0.34, -0.34, -0.3086, -0.3606, -0.2883, -0.2965, -0.3764, -0.3707, -0.3914, -0.353, -0.4062, -0.3853, -0.4194, -0.4194, -0.361, -0.351, -0.3652, -0.3926, -0.4047, -0.3363, -0.3106, -0.317, -0.2983, -0.2418, -0.2209, -0.1664, -0.0967, -0.0116, 0.0335, 0.0048, 0.0281, 0.0448, 0.0077, 0.0077, 0.0752, 0.0641, 0.1382, 0.1958, 0.2082, 0.2325, 0.2954, 0.2123, 0.2551, 0.4026, 0.2435, 0.2191, 0.1654, 0.0, 0.1473, 0.2034, 0.2034, 0.1032, 0.1147, 0.1189, 0.1632, 0.2549, 0.3827, 0.2649, 0.3053, 0.4361, 0.3917, 0.2334, 0.2584, 0.1725, 0.2584, 0.3693, 0.4807, 0.4807, 0.3829, 0.4608, 0.6045, 0.6011, 0.6068, 0.56, 0.5271, 0.4756, 0.5959, 0.601, 0.6029, 0.4987, 0.5644, 0.5165, 0.5788, 0.5394, 0.4171, 0.537, 0.6158, 0.701, 0.748, 0.781, 0.6909, 0.5983, 0.6184, 0.8858, 0.777, 0.8451, 0.7939, 0.7382, 0.5847, 0.5939, 0.5545, 0.7271, 0.6956, 0.6956, 0.631, 0.6158, 0.5411, 0.531, 0.6206, 0.8429, 0.6797, 0.6924, 0.5466, 0.6034, 0.4715, 0.5279, 0.593, 0.6502, 0.7141, 0.5675, 0.5579, 0.5221, 0.5221, 0.6008, 0.4826, 0.4826, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
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{"unit_id": "quote:2001424047847211478", "ticker_idx": 0, "ts": "2025-12-17T22:47:32+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Forward P/E is heading into single digits after this monster guidance which means Market hasn't fully grasped Micron's HBM-driven transformation. Market will care, one day.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish MU: market undervalues HBM-driven transformation; forward P/E heading to single digits after monster guidance.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU Investors. Listen up\n\nForward P/E is heading into single digits after this monster guidance which means Market hasn't fully grasped Micron's HBM-driven transformation.\n\nMicron literally crated a massive new division around HBM in their structure.\n\nMarket will care, one day. https://t.co/LBohn4B06H", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": -0.09265740689197877, "ret_signed_m1d": -0.09265740689197877, "alpha_spy_m1d": -0.08516273839298483, "alpha_c_m1d": -0.06959040894286439, "bench_spy_m1d": -0.007494668498993939, "bench_c_m1d": -0.023066997949114376, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.06988540730830861, "ret_signed_p1d": 0.06988540730830861, "alpha_spy_p1d": 0.06082190108472152, "alpha_c_p1d": 0.04402506500505399, "bench_spy_p1d": 0.009063506223587092, "bench_c_p1d": 0.025860342303254624, "ret_p1w": 0.15340967111542358, "ret_signed_p1w": 0.15340967111542358, "alpha_spy_p1w": 0.1298312546107958, "alpha_c_p1w": 0.10142072459924933, "bench_spy_p1w": 0.023578416504627775, "bench_c_p1w": 0.05198894651617425, "ret_p1m": 0.46005451856089974, "ret_signed_p1m": 0.46005451856089974, "alpha_spy_p1m": 0.4345783951884836, "alpha_c_p1m": 0.30343575761179387, "bench_spy_p1m": 0.025476123372416115, "bench_c_p1m": 0.15661876094910587, "ret_p3m": 0.858284060061105, "ret_signed_p3m": 0.858284060061105, "alpha_spy_p3m": 0.863750474743352, "alpha_c_p3m": 0.7118047706210504, "bench_spy_p3m": -0.005466414682246956, "bench_c_p3m": 0.14647928944005462, "ret_p6m": 2.9526013178780106, "ret_signed_p6m": 2.9526013178780106, "alpha_spy_p6m": 2.8498567752408315, "alpha_c_p6m": 2.1617040271910626, "bench_spy_p6m": 0.10274454263717936, "bench_c_p6m": 0.790897290686948, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.46005451856089974, "alpha_spy_stated": 0.4345783951884836, "alpha_c_stated": 0.30343575761179387, "price_path": [-0.3381, -0.3309, -0.3498, -0.3694, -0.3676, -0.341, -0.3272, -0.2676, -0.2612, -0.2443, -0.2317, -0.2529, -0.2093, -0.2262, -0.2694, -0.2244, -0.2474, -0.2278, -0.1852, -0.1858, -0.1681, -0.1861, -0.2015, -0.1683, -0.1188, -0.1145, -0.1072, -0.0882, -0.0987, -0.0997, -0.0557, -0.1228, -0.0445, -0.0411, -0.0428, 0.0191, -0.0299, -0.0147, -0.0467, -0.0069, -0.0266, -0.0807, -0.091, -0.1898, -0.1657, -0.0991, -0.0966, -0.0736, -0.0736, -0.0486, -0.0325, -0.0365, -0.0579, -0.0881, -0.0456, -0.0066, 0.0156, 0.061, 0.0399, -0.0298, -0.0445, -0.0645, -0.0927, 0.0, 0.0699, 0.1128, 0.1115, 0.1534, 0.1534, 0.1458, 0.1848, 0.1778, 0.1488, 0.1488, 0.2696, 0.2564, 0.3823, 0.3667, 0.3162, 0.389, 0.3921, 0.361, 0.3417, 0.3549, 0.4601, 0.4601, 0.4691, 0.5662, 0.6002, 0.6086, 0.5661, 0.6512, 0.752, 0.754, 0.6699, 0.7621, 0.6882, 0.5271, 0.5411, 0.5886, 0.5436, 0.5023, 0.6516, 0.6662, 0.6569, 0.6569, 0.6091, 0.6943, 0.6798, 0.7234, 0.6944, 0.6825, 0.7267, 0.6726, 0.6598, 0.661, 0.5282, 0.6131, 0.5981, 0.4904, 0.567, 0.6225, 0.6852, 0.6315, 0.7152, 0.7782, 0.8583, 0.8584, 0.7882, 0.7022, 0.6275, 0.592, 0.5379, 0.4307, 0.4378, 0.2958, 0.3604, 0.4812, 0.4747, 0.4747, 0.5211, 0.5204, 0.6378, 0.6973, 0.6936, 0.7176, 0.8751, 0.8371, 0.8411, 0.8324, 0.8056, 0.8095, 0.9629, 0.9397, 1.0001, 1.1122, 1.0306, 1.0877, 1.0824, 1.1833, 1.3212, 1.5779, 1.6841, 1.6038, 2.0071, 2.2025, 2.0868, 2.2359, 2.1247, 1.918, 1.7443, 1.8136, 1.9475, 2.0687, 2.024, 2.024, 2.6074, 2.7384, 2.7187, 2.9099, 3.1696, 3.2848, 3.3471, 3.0105, 2.4791, 2.8224, 2.7685, 2.5913, 3.01, 2.9526]}
{"unit_id": "quote:2017703331314208887", "ticker_idx": 0, "ts": "2026-01-31T20:55:35+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU \"Counterpoint Research forecasts memory prices will increase 50% in the first quarter of this year, with 2026 projected as a \"Golden Era.\"\"", "tweet_type": "news_reaction", "timeline": "quarters", "summary": "Shares bullish memory thesis: 50% price increase forecast, 2026 Golden Era, shortage across HBM/DRAM/NAND; bullish Micron and Samsung.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU \"Counterpoint Research forecasts memory prices will increase 50% in the first quarter of this year, with 2026 projected as a “Golden Era.”\" \n\n\"Samsung Electronics’ net profit more than doubled, driven by its chip business, and it expects memory-chip demand to exceed supply.\" \n\n\"Samsung executives anticipate a significant shortage across all memory product categories, including HBM, conventional DRAM, and NAND.\"\n\n-Barron's & CNBC", "reply_text": null, "parent_text": null, "quoted_text": "$MU How acute is that shortage?\n\n\"For several of our key customers, in the medium term, we are able to support 50% to 2/3 of their demands.\"\n\n\"That's why we're really focused on bringing up the supply.\" (Referring to the megafab constructions in ID and NY)\n\n-Micron CEO Sanjay https://t.co/nGuXimO3on", "parent_author": null, "ret_m1d": -0.05235266083794998, "ret_signed_m1d": -0.05235266083794998, "alpha_spy_m1d": -0.047406028910000564, "alpha_c_m1d": -0.041297902517165586, "bench_spy_m1d": -0.004946631927949419, 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{"unit_id": "quote:2017703331314208887", "ticker_idx": 1, "ts": "2026-01-31T20:55:35+00:00", "symbol": "005930.KS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "Samsung Electronics' net profit more than doubled, driven by its chip business, and it expects memory-chip demand to exceed supply.", "tweet_type": "news_reaction", "timeline": "quarters", "summary": "Shares bullish memory thesis: 50% price increase forecast, 2026 Golden Era, shortage across HBM/DRAM/NAND; bullish Micron and Samsung.", "resolved_tickers": ["005930.KS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Consumer Electronics'", "bench_c_industry": "Consumer Electronics", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU \"Counterpoint Research forecasts memory prices will increase 50% in the first quarter of this year, with 2026 projected as a “Golden Era.”\" \n\n\"Samsung Electronics’ net profit more than doubled, driven by its chip business, and it expects memory-chip demand to exceed supply.\" \n\n\"Samsung executives anticipate a significant shortage across all memory product categories, including HBM, conventional DRAM, and NAND.\"\n\n-Barron's & CNBC", "reply_text": null, "parent_text": null, "quoted_text": "$MU How acute is that shortage?\n\n\"For several of our key customers, in the medium term, we are able to support 50% to 2/3 of their demands.\"\n\n\"That's why we're really focused on bringing up the supply.\" (Referring to the megafab constructions in ID and NY)\n\n-Micron CEO Sanjay https://t.co/nGuXimO3on", "parent_author": null, "ret_m1d": 0.06715427207003155, "ret_signed_m1d": 0.06715427207003155, "alpha_spy_m1d": 0.07210090399798097, "alpha_c_m1d": 0.07665429065560514, "bench_spy_m1d": -0.004946631927949419, "bench_c_m1d": -0.009500018585573589, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.11369675853486427, "ret_signed_p1d": 0.11369675853486427, "alpha_spy_p1d": 0.12215214443603684, "alpha_c_p1d": 0.13558835293804783, "bench_spy_p1d": -0.008455385901172563, "bench_c_p1d": -0.021891594403183556, "ret_p1w": 0.10638298979836791, "ret_signed_p1w": 0.10638298979836791, "alpha_spy_p1w": 0.10848245396471279, "alpha_c_p1w": 0.11953167765160566, "bench_spy_p1w": -0.0020994641663448776, "bench_c_p1w": -0.01314868785323775, "ret_p1m": 0.2972074549762964, "ret_signed_p1m": 0.2972074549762964, "alpha_spy_p1m": 0.3188923592342363, "alpha_c_p1m": 0.35062881688711667, "bench_spy_p1m": -0.021684904257939897, "bench_c_p1m": -0.05342136191082025, "ret_p3m": 0.4691249524501968, "ret_signed_p3m": 0.4691249524501968, "alpha_spy_p3m": 0.4328690927622383, "alpha_c_p3m": 0.3697284623542014, "bench_spy_p3m": 0.036255859687958525, "bench_c_p3m": 0.09939649009599538, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": 0.4691249524501968, "alpha_spy_stated": 0.4328690927622383, "alpha_c_stated": 0.3697284623542014, "price_path": [-0.3344, -0.3436, -0.3522, -0.3344, -0.3152, -0.3178, -0.3198, -0.3568, -0.3344, -0.3529, -0.3615, -0.3344, -0.3727, -0.3602, -0.343, -0.3198, -0.3152, -0.335, -0.333, -0.3158, -0.3085, -0.3046, -0.2827, -0.2755, -0.2827, -0.2854, -0.29, -0.2794, -0.3066, -0.3198, -0.2861, -0.288, -0.2966, -0.2688, -0.2622, -0.2649, -0.2649, -0.2258, -0.2055, -0.2028, -0.2028, -0.2028, -0.1456, -0.0818, -0.0765, -0.0625, -0.0771, -0.0758, -0.0771, -0.0851, -0.0672, -0.0432, -0.01, -0.0073, -0.0346, -0.006, 0.0126, 0.0113, 0.0113, 0.0605, 0.0798, 0.0685, 0.0672, 0.0, 0.1137, 0.1243, 0.0592, 0.0545, 0.1064, 0.1024, 0.1157, 0.1875, 0.2048, 0.2048, 0.2048, 0.2048, 0.2633, 0.264, 0.2832, 0.3298, 0.3531, 0.4495, 0.4395, 0.4395, 0.2972, 0.1449, 0.2739, 0.2513, 0.1536, 0.2493, 0.2633, 0.2493, 0.2201, 0.2547, 0.2892, 0.3863, 0.3331, 0.3258, 0.2387, 0.2613, 0.2566, 0.1975, 0.1975, 0.1746, 0.114, 0.2636, 0.1886, 0.2406, 0.2866, 0.3092, 0.4025, 0.3592, 0.3725, 0.3392, 0.3758, 0.4058, 0.4491, 0.4391, 0.4291, 0.4591, 0.4491, 0.4958, 0.4625, 0.4958, 0.4791, 0.5058, 0.4691, 0.4691, 0.5491, 0.5491, 0.7723, 0.8089, 0.7889, 0.9022, 0.8589, 0.8922, 0.9722, 0.8023, 0.8722, 0.8356, 0.8389, 0.9955, 0.9488, 0.9488, 0.9921, 1.0454, 0.9955, 1.1121, 1.3253, 1.4019, 1.4019, 1.3419, 1.192, 0.9688, 1.1454, 1.0155, 0.9921, 1.1487, 1.2453, 1.2853, 1.3086, 1.4152, 1.3586, 1.3553, 1.0654, 1.2686, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2016362214349746269", "ticker_idx": 0, "ts": "2026-01-28T04:06:28+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "the cash Micron is pulling in is from HBM which was non-existent in Covid years. So to me, it's not a numbers comparison more of a platform / paradigm shift", "tweet_type": "analysis", "timeline": "quarters", "summary": "Bullish MU: HBM revenue represents a structural platform shift vs Covid era, making 2025/2026 comparisons more favorable than historical references suggest.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "That's a bad comparison actually. Covid bottom was remarkable unusual (very bad). Covid top (WFH) accelerated lots of things for Micron but Covid bottom 2023 went the exact opposite way. Sort of a spring. I've never seen a dip such as this in 2023. So yeah bad reference.\n\nIf you want to compare numbers, better thing to do is to compare covid top revenue/eps vs 2025 or 2026. It should give us a better picture how bullish things are getting.\n\nRemember the cash Micron is pulling in is from HBM which was non-existent in Covid years. So to me, it's not a numbers comparison more of a platform / paradigm shift.", "reply_text": null, "parent_text": "@smartertrader @astocks92 @TradexWhisperer @jukan05 @aleabitoreddit @dannycheng2022", "quoted_text": null, "parent_author": "JP_Money_95630", "ret_m1d": -0.05752624661698813, "ret_signed_m1d": -0.05752624661698813, "alpha_spy_m1d": -0.057626921331690895, "alpha_c_m1d": -0.03501225393071761, "bench_spy_m1d": 0.00010067471470276423, "bench_c_m1d": -0.022513992686270523, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0011716832666235355, "ret_signed_p1d": 0.0011716832666235355, "alpha_spy_p1d": 0.0031560604214573296, "alpha_c_p1d": -0.0009644666035946159, "bench_spy_p1d": -0.001984377154833794, "bench_c_p1d": 0.0021361498702181514, "ret_p1w": -0.12837713766440217, "ret_signed_p1w": -0.12837713766440217, "alpha_spy_p1w": -0.11510466326961732, "alpha_c_p1w": -0.04530579027338666, "bench_spy_p1w": -0.01327247439478485, "bench_c_p1w": -0.08307134739101552, "ret_p1m": -0.045304197873561436, "ret_signed_p1m": -0.045304197873561436, "alpha_spy_p1m": -0.03650376312820269, "alpha_c_p1m": -0.03421523389342995, "bench_spy_p1m": -0.008800434745358743, "bench_c_p1m": -0.011088963980131483, "ret_p3m": 0.2056155787512135, "ret_signed_p3m": 0.2056155787512135, "alpha_spy_p3m": 0.17440685836213077, "alpha_c_p3m": -0.009515361969254288, "bench_spy_p3m": 0.031208720389082734, "bench_c_p3m": 0.2151309407204678, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": 0.2056155787512135, "alpha_spy_stated": 0.17440685836213077, "alpha_c_stated": -0.009515361969254288, "price_path": [-0.4861, -0.461, -0.4993, -0.4546, -0.4527, -0.4536, -0.4183, -0.4463, -0.4376, -0.4559, -0.4332, -0.4444, -0.4753, -0.4812, -0.5376, -0.5238, -0.4858, -0.4844, -0.4712, -0.4712, -0.4569, -0.4478, -0.45, -0.4623, -0.4795, -0.4552, -0.433, -0.4203, -0.3944, -0.4065, -0.4462, -0.4546, -0.4661, -0.4821, -0.4292, -0.3893, -0.3648, -0.3656, -0.3417, -0.3417, -0.346, -0.3237, -0.3277, -0.3443, -0.3443, -0.2754, -0.2829, -0.211, -0.2199, -0.2487, -0.2072, -0.2054, -0.2232, -0.2342, -0.2266, -0.1666, -0.1666, -0.1615, -0.1061, -0.0866, -0.0819, -0.1061, -0.0575, 0.0, 0.0012, -0.0469, 0.0058, -0.0364, -0.1284, -0.1204, -0.0933, -0.119, -0.1425, -0.0573, -0.049, -0.0543, -0.0543, -0.0816, -0.0329, -0.0412, -0.0163, -0.0329, -0.0397, -0.0144, -0.0453, -0.0526, -0.0519, -0.1277, -0.0793, -0.0878, -0.1493, -0.1056, -0.0739, -0.0381, -0.0688, -0.021, 0.015, 0.0607, 0.0608, 0.0207, -0.0284, -0.0711, -0.0913, -0.1222, -0.1834, -0.1793, -0.2604, -0.2235, -0.1546, -0.1583, -0.1583, -0.1318, -0.1322, -0.0652, -0.0312, -0.0333, -0.0196, 0.0702, 0.0486, 0.0509, 0.0459, 0.0306, 0.0328, 0.1204, 0.1072, 0.1416, 0.2056, 0.159, 0.1916, 0.1886, 0.2462, 0.3249, 0.4714, 0.532, 0.4862, 0.7164, 0.8279, 0.7619, 0.847, 0.7835, 0.6655, 0.5664, 0.6059, 0.6824, 0.7516, 0.7261, 0.7261, 1.059, 1.1338, 1.1226, 1.2317, 1.3799, 1.4457, 1.4812, 1.2891, 0.9858, 1.1818, 1.151, 1.0498, 1.2888, 1.2561, 1.5006, 1.3461, 1.3976, 1.6063, 1.6063, 1.7842, 1.4173, 1.4173, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2022480331866316865", "ticker_idx": 0, "ts": "2026-02-14T01:17:41+00:00", "symbol": "semiconductors", "kind": "sector", "geography": "US", "sub_sector": null, "direction": "long", "conviction": "high", "explicit": false, "explicit_audit": "kept_implicit", "polarity_reversed": false, "quote": "The rotation of our lifetime. From Hyperscalers/software to Semiconductor/hardware", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Calls a generational sector rotation out of hyperscalers/software into semiconductors/hardware.", "resolved_tickers": ["SMH"], "resolution_method": "etf", "resolution_reason": "US semiconductor sector proxied by SMH ETF", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "reply_other", "lang": "en", "tweet_text": "@SteveMusser25 I think it's simple. The rotation of our lifetime. From Hyperscalers/software to Semiconductor/hardware.", "reply_text": null, "parent_text": "@TradexWhisperer So who has the best explanation of what is going on in this market?  Macro is very good.  Solomon on CNBC this morning says CEO's are optimistic.  Moynihan at BoA says the consumer is growing at all levels, top to bottom.  Conspiracy theories also welcome.", "quoted_text": null, "parent_author": "SteveMusser25", "ret_m1d": 0.0005153037963383511, "ret_signed_m1d": 0.0005153037963383511, "alpha_spy_m1d": 0.0021261876815957814, "alpha_c_m1d": 0.0021261876815957814, "bench_spy_m1d": -0.0016108838852574303, "bench_c_m1d": -0.0016108838852574303, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.012367740439658048, "ret_signed_p1d": 0.012367740439658048, "alpha_spy_p1d": 0.007330032889081295, "alpha_c_p1d": 0.007330032889081295, "bench_spy_p1d": 0.005037707550576753, "bench_c_p1d": 0.005037707550576753, "ret_p1w": 0.028588239840255047, "ret_signed_p1w": 0.028588239840255047, "alpha_spy_p1w": 0.02199823580293625, "alpha_c_p1w": 0.02199823580293625, "bench_spy_p1w": 0.006590004037318797, "bench_c_p1w": 0.006590004037318797, "ret_p1m": -0.033962346951552314, "ret_signed_p1m": -0.033962346951552314, "alpha_spy_p1m": -0.002593827092985168, "alpha_c_p1m": -0.002593827092985168, "bench_spy_p1m": -0.031368519858567145, "bench_c_p1m": -0.031368519858567145, "ret_p3m": 0.36521806464445317, "ret_signed_p3m": 0.36521806464445317, "alpha_spy_p3m": 0.27978388933891574, "alpha_c_p3m": 0.27978388933891574, "bench_spy_p3m": 0.08543417530553743, "bench_c_p3m": 0.08543417530553743, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.033962346951552314, "alpha_spy_stated": -0.002593827092985168, "alpha_c_stated": -0.002593827092985168, "price_path": [-0.2047, -0.2022, -0.1704, -0.1682, -0.1494, -0.1494, -0.1382, -0.1365, -0.1207, -0.1086, -0.1154, -0.1085, -0.0984, -0.0973, -0.0848, -0.0927, -0.1337, -0.1367, -0.139, -0.1701, -0.1505, -0.1285, -0.1173, -0.1088, -0.1064, -0.1064, -0.1022, -0.1063, -0.1085, -0.1163, -0.1163, -0.0839, -0.0734, -0.0488, -0.0552, -0.07, -0.0449, -0.0413, -0.0392, -0.047, -0.0272, -0.0175, -0.0175, -0.042, -0.0137, -0.0115, -0.0182, -0.0213, -0.0006, 0.0224, 0.0246, -0.0099, 0.0011, -0.0241, -0.0626, -0.0649, -0.0144, -0.0021, -0.0067, 0.0178, -0.0034, 0.0005, 0.0005, 0.0, 0.0124, 0.0066, 0.0185, 0.0132, 0.0286, 0.0458, 0.011, -0.0028, -0.0027, -0.0404, -0.0206, -0.0298, -0.0661, -0.0322, -0.025, -0.0159, -0.0476, -0.0495, -0.0333, -0.0261, -0.034, -0.0309, -0.0559, -0.0396, -0.0317, -0.0208, -0.0654, -0.0816, -0.1104, -0.0592, -0.0381, -0.0373, -0.0373, -0.0283, -0.0187, 0.0378, 0.0559, 0.0721, 0.0879, 0.1092, 0.1116, 0.116, 0.139, 0.1385, 0.1402, 0.1701, 0.1824, 0.2428, 0.2423, 0.2054, 0.2259, 0.2435, 0.2511, 0.2436, 0.2826, 0.3491, 0.3254, 0.3902, 0.4142, 0.3773, 0.4048, 0.4192, 0.3652, 0.3402, 0.3348, 0.3856, 0.3935, 0.4142, 0.4142, 0.4776, 0.4613, 0.4719, 0.4697, 0.4915, 0.5514, 0.5654, 0.5399, 0.398, 0.4678, 0.4503, 0.401, 0.4955, 0.5213, 0.5879, 0.5116, 0.5312, 0.6193, 0.6193, 0.6415, 0.5265, 0.5265, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2022480331866316865", "ticker_idx": 1, "ts": "2026-02-14T01:17:41+00:00", "symbol": "hardware", "kind": "sector", "geography": "US", "sub_sector": null, "direction": "long", "conviction": "high", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "The rotation of our lifetime. From Hyperscalers/software to Semiconductor/hardware", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Calls a generational sector rotation out of hyperscalers/software into semiconductors/hardware.", "resolved_tickers": ["SMH"], "resolution_method": "etf", "resolution_reason": "Semiconductor/hardware rotation context; SMH best proxy", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "reply_other", "lang": "en", "tweet_text": "@SteveMusser25 I think it's simple. The rotation of our lifetime. From Hyperscalers/software to Semiconductor/hardware.", "reply_text": null, "parent_text": "@TradexWhisperer So who has the best explanation of what is going on in this market?  Macro is very good.  Solomon on CNBC this morning says CEO's are optimistic.  Moynihan at BoA says the consumer is growing at all levels, top to bottom.  Conspiracy theories also welcome.", "quoted_text": null, "parent_author": "SteveMusser25", "ret_m1d": 0.0005153037963383511, "ret_signed_m1d": 0.0005153037963383511, "alpha_spy_m1d": 0.0021261876815957814, "alpha_c_m1d": 0.0021261876815957814, "bench_spy_m1d": -0.0016108838852574303, "bench_c_m1d": -0.0016108838852574303, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.012367740439658048, "ret_signed_p1d": 0.012367740439658048, "alpha_spy_p1d": 0.007330032889081295, "alpha_c_p1d": 0.007330032889081295, "bench_spy_p1d": 0.005037707550576753, "bench_c_p1d": 0.005037707550576753, "ret_p1w": 0.028588239840255047, "ret_signed_p1w": 0.028588239840255047, "alpha_spy_p1w": 0.02199823580293625, "alpha_c_p1w": 0.02199823580293625, "bench_spy_p1w": 0.006590004037318797, "bench_c_p1w": 0.006590004037318797, "ret_p1m": -0.033962346951552314, "ret_signed_p1m": -0.033962346951552314, "alpha_spy_p1m": -0.002593827092985168, "alpha_c_p1m": -0.002593827092985168, "bench_spy_p1m": -0.031368519858567145, "bench_c_p1m": -0.031368519858567145, "ret_p3m": 0.36521806464445317, "ret_signed_p3m": 0.36521806464445317, "alpha_spy_p3m": 0.27978388933891574, "alpha_c_p3m": 0.27978388933891574, "bench_spy_p3m": 0.08543417530553743, "bench_c_p3m": 0.08543417530553743, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.033962346951552314, "alpha_spy_stated": -0.002593827092985168, "alpha_c_stated": -0.002593827092985168, "price_path": [-0.2047, -0.2022, -0.1704, -0.1682, -0.1494, -0.1494, -0.1382, -0.1365, -0.1207, -0.1086, -0.1154, -0.1085, -0.0984, -0.0973, -0.0848, -0.0927, -0.1337, -0.1367, -0.139, -0.1701, -0.1505, -0.1285, -0.1173, -0.1088, -0.1064, -0.1064, -0.1022, -0.1063, -0.1085, -0.1163, -0.1163, -0.0839, -0.0734, -0.0488, -0.0552, -0.07, -0.0449, -0.0413, -0.0392, -0.047, -0.0272, -0.0175, -0.0175, -0.042, -0.0137, -0.0115, -0.0182, -0.0213, -0.0006, 0.0224, 0.0246, -0.0099, 0.0011, -0.0241, -0.0626, -0.0649, -0.0144, -0.0021, -0.0067, 0.0178, -0.0034, 0.0005, 0.0005, 0.0, 0.0124, 0.0066, 0.0185, 0.0132, 0.0286, 0.0458, 0.011, -0.0028, -0.0027, -0.0404, -0.0206, -0.0298, -0.0661, -0.0322, -0.025, -0.0159, -0.0476, -0.0495, -0.0333, -0.0261, -0.034, -0.0309, -0.0559, -0.0396, -0.0317, -0.0208, -0.0654, -0.0816, -0.1104, -0.0592, -0.0381, -0.0373, -0.0373, -0.0283, -0.0187, 0.0378, 0.0559, 0.0721, 0.0879, 0.1092, 0.1116, 0.116, 0.139, 0.1385, 0.1402, 0.1701, 0.1824, 0.2428, 0.2423, 0.2054, 0.2259, 0.2435, 0.2511, 0.2436, 0.2826, 0.3491, 0.3254, 0.3902, 0.4142, 0.3773, 0.4048, 0.4192, 0.3652, 0.3402, 0.3348, 0.3856, 0.3935, 0.4142, 0.4142, 0.4776, 0.4613, 0.4719, 0.4697, 0.4915, 0.5514, 0.5654, 0.5399, 0.398, 0.4678, 0.4503, 0.401, 0.4955, 0.5213, 0.5879, 0.5116, 0.5312, 0.6193, 0.6193, 0.6415, 0.5265, 0.5265, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2017116615800975608", "ticker_idx": 0, "ts": "2026-01-30T06:04:12+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU $450 overnight but forward PE is still 12. Wild 🤯 HBM is the key enabler of AI, the \"Oxygen\" for AI Reasoning and Context.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long MU: forward PE of 12 is cheap given HBM's critical role as AI's key memory enabler.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU $450 overnight but forward PE is still 12.\n\nWild 🤯\n\nHBM is the key enabler of AI, the \"Oxygen\" for AI Reasoning and Context. https://t.co/96elUpRmqm", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": 0.05040017796643914, "ret_signed_m1d": 0.05040017796643914, "alpha_spy_m1d": 0.047408772040236524, "alpha_c_m1d": 0.015551623323173613, "bench_spy_m1d": 0.002991405926202617, "bench_c_m1d": 0.03484855464326553, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05524487715466231, "ret_signed_p1d": 0.05524487715466231, "alpha_spy_p1d": 0.05027365441760079, "alpha_c_p1d": 0.04406654507430008, "bench_spy_p1d": 0.00497122273706152, "bench_c_p1d": 0.01117833208036223, "ret_p1w": -0.04866466667829361, "ret_signed_p1w": -0.04866466667829361, "alpha_spy_p1w": -0.04671366880699346, "alpha_c_p1w": -0.04417847821617127, "bench_spy_p1w": -0.001950997871300153, "bench_c_p1w": -0.0044861884621223425, "ret_p1m": -0.005326777480651912, "ret_signed_p1m": -0.005326777480651912, "alpha_spy_p1m": 0.0027516589828083804, "alpha_c_p1m": -0.012589017245224876, "bench_spy_p1m": -0.008078436463460292, "bench_c_p1m": 0.007262239764572964, "ret_p3m": 0.25018759549488223, "ret_signed_p3m": 0.25018759549488223, "alpha_spy_p3m": 0.2190398195987595, "alpha_c_p3m": 0.01194837189669884, "bench_spy_p3m": 0.03114777589612272, "bench_c_p3m": 0.2382392235981834, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.005326777480651912, "alpha_spy_stated": 0.0027516589828083804, "alpha_c_stated": -0.012589017245224876, "price_path": [-0.4747, -0.4278, -0.4258, -0.4268, -0.3897, -0.4191, -0.4099, -0.4291, -0.4053, -0.4171, -0.4495, -0.4557, -0.5148, -0.5004, -0.4605, -0.459, -0.4452, -0.4452, -0.4302, -0.4206, -0.423, -0.4358, -0.4539, -0.4285, -0.4051, -0.3918, -0.3646, -0.3773, -0.419, -0.4278, -0.4398, -0.4566, -0.4012, -0.3593, -0.3336, -0.3344, -0.3093, -0.3093, -0.3138, -0.2905, -0.2947, -0.3121, -0.3121, -0.2397, -0.2476, -0.1722, -0.1816, -0.2118, -0.1682, -0.1663, -0.185, -0.1965, -0.1886, -0.1257, -0.1257, -0.1202, -0.0621, -0.0417, -0.0367, -0.0622, -0.0112, 0.0492, 0.0504, 0.0, 0.0552, 0.011, -0.0855, -0.0771, -0.0487, -0.0756, -0.1003, -0.0109, -0.0022, -0.0078, -0.0078, -0.0364, 0.0146, 0.006, 0.032, 0.0147, 0.0075, 0.034, 0.0016, -0.006, -0.0053, -0.0848, -0.034, -0.043, -0.1075, -0.0616, -0.0284, 0.0092, -0.023, 0.0271, 0.0649, 0.1128, 0.1129, 0.0708, 0.0193, -0.0254, -0.0466, -0.079, -0.1432, -0.139, -0.224, -0.1854, -0.113, -0.1169, -0.1169, -0.0891, -0.0895, -0.0192, 0.0164, 0.0142, 0.0286, 0.1229, 0.1001, 0.1025, 0.0973, 0.0813, 0.0836, 0.1755, 0.1616, 0.1978, 0.2649, 0.216, 0.2502, 0.2471, 0.3075, 0.39, 0.5437, 0.6074, 0.5593, 0.8008, 0.9178, 0.8485, 0.9378, 0.8712, 0.7474, 0.6434, 0.6849, 0.7651, 0.8377, 0.8109, 0.8109, 1.1603, 1.2387, 1.2269, 1.3414, 1.497, 1.5659, 1.6032, 1.4017, 1.0834, 1.289, 1.2568, 1.1506, 1.4014, 1.367, 1.6235, 1.4614, 1.5155, 1.7344, 1.7344, 1.9211, 1.5362, 1.5362, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2029396791863722111", "ticker_idx": 0, "ts": "2026-03-05T03:21:14+00:00", "symbol": "LITE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "the next wave of growth lives in scale-out, and that belongs to optics. Don't trade the present. Position for the future.", "tweet_type": "analysis", "timeline": "months", "summary": "Bullish on optics plays (LITE, GLW, AAOI, AXTI, COHR): scale-out AI fabric demand belongs to optics; copper only handles short-range scale-up.", "resolved_tickers": ["LITE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "quote", "lang": "en", "tweet_text": "$LITE $GLW $AAOI $AXTI $COHR\n\nConfused by Broadcom's CEO comments on Copper vs. Optics? Let me clear it up. \n\nHock Tan's emphasis on Direct Attach Copper (DAC) as \"the way to go\" for scale-up isn't a contradiction to the increasing demands for optics products (lasers, transceivers, fiber. They are complementary in east-to-west traffic bottleneck.\n\nCopper has its place for short distances but for longer reaches and massive fabrics, Optics are essential. \n\nFor scale-up (GPU-to-GPU, inside a rack or small cluster), copper wins. Lowest latency, lowest power, lowest cost. No argument there.\n\nFor scale-out (rack-to-rack, pod-to-pod, massive AI fabrics), optics are essential. Hock said it himself: \"In scaling out, we're past that. We use optical. That's fine.\"\n\nSee? It's complementary. It's a co-existing ecosystem.\n\nHyperscalers are now connecting 100K to 1M+ GPUs across distributed pods for training and inference at scale. Copper can't handle the distance, heat, power draw, or bandwidth density. Pluggable optics like 800G/1.6T transceivers, lasers, and fiber are the only solution, and demand is, in Hock's own words, \"just going nuts.\"\n\nCopper holds its lane. But the next wave of growth lives in scale-out, and that belongs to optics.\n\nDon't trade the present. Position for the future.", "reply_text": null, "parent_text": null, "quoted_text": "$LITE $GLW $AAOI $AXTI\n\nDeloitte on AI Network Fabric Outlook\n\nAI network fabric spending is expected to climb 38% in annual growth over the next few years to support the gigawatt-scale data center buildouts.\n\nSwitches, Routers, Optics, Interconnects https://t.co/AwoEQyw7sJ", "parent_author": null, "ret_m1d": 0.046064933670385555, "ret_signed_m1d": 0.046064933670385555, "alpha_spy_m1d": 0.04045800076814454, "alpha_c_m1d": 0.04045800076814454, "bench_spy_m1d": 0.005606932902241013, "bench_c_m1d": 0.005606932902241013, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.14194401500135745, "ret_signed_p1d": -0.14194401500135745, "alpha_spy_p1d": -0.1288368850904954, "alpha_c_p1d": -0.1288368850904954, "bench_spy_p1d": -0.013107129910862048, "bench_c_p1d": -0.013107129910862048, "ret_p1w": -0.053363418576418464, "ret_signed_p1w": -0.053363418576418464, "alpha_spy_p1w": -0.030980087081832308, "alpha_c_p1w": -0.030980087081832308, "bench_spy_p1w": -0.022383331494586156, "bench_c_p1w": -0.022383331494586156, "ret_p1m": 0.27052025994475315, "ret_signed_p1m": 0.27052025994475315, "alpha_spy_p1m": 0.3052898724344243, "alpha_c_p1m": 0.3052898724344243, "bench_spy_p1m": -0.03476961248967114, "bench_c_p1m": -0.03476961248967114, "ret_p3m": 0.581312825100921, "ret_signed_p3m": 0.581312825100921, "alpha_spy_p3m": 0.46340107145401, "alpha_c_p3m": 0.46340107145401, "bench_spy_p3m": 0.11791175364691098, "bench_c_p3m": 0.11791175364691098, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.27052025994475315, "alpha_spy_stated": 0.3052898724344243, "alpha_c_stated": 0.3052898724344243, "price_path": [-0.4736, -0.4463, -0.4376, -0.4283, -0.5016, -0.4857, -0.5142, -0.5079, -0.482, -0.4293, -0.4009, -0.4047, -0.3917, -0.3917, -0.3996, -0.4275, -0.4297, -0.4337, -0.4337, -0.4067, -0.4514, -0.3894, -0.3963, -0.4649, -0.46, -0.4778, -0.4448, -0.4905, -0.4726, -0.5018, -0.5018, -0.4517, -0.4431, -0.4553, -0.4788, -0.4892, -0.4305, -0.4084, -0.4139, -0.3979, -0.3494, -0.3315, -0.2847, -0.2249, -0.1519, -0.1132, -0.1378, -0.1179, -0.1035, -0.1353, -0.1353, -0.0774, -0.0869, -0.0233, 0.026, 0.0367, 0.0575, 0.1115, 0.0402, 0.077, 0.2035, 0.067, 0.0461, 0.0, -0.1419, -0.0156, 0.0325, 0.0325, -0.0534, -0.0435, -0.0399, -0.0019, 0.0768, 0.1864, 0.0853, 0.12, 0.2323, 0.1941, 0.0584, 0.0798, 0.0061, 0.0798, 0.1749, 0.2705, 0.2705, 0.1866, 0.2534, 0.3768, 0.3739, 0.3787, 0.3386, 0.3103, 0.2661, 0.3694, 0.3738, 0.3754, 0.2859, 0.3423, 0.3013, 0.3547, 0.3209, 0.216, 0.3188, 0.3864, 0.4596, 0.4999, 0.5282, 0.4509, 0.3715, 0.3887, 0.6181, 0.5248, 0.5832, 0.5393, 0.4915, 0.3598, 0.3676, 0.3338, 0.482, 0.4549, 0.4549, 0.3995, 0.3864, 0.3224, 0.3137, 0.3906, 0.5813, 0.4413, 0.4521, 0.327, 0.3758, 0.2627, 0.3111, 0.3669, 0.416, 0.4708, 0.345, 0.3367, 0.306, 0.306, 0.3735, 0.2721, 0.2721, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2029396791863722111", "ticker_idx": 1, "ts": "2026-03-05T03:21:14+00:00", "symbol": "GLW", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "the next wave of growth lives in scale-out, and that belongs to optics. Don't trade the present. Position for the future.", "tweet_type": "analysis", "timeline": "months", "summary": "Bullish on optics plays (LITE, GLW, AAOI, AXTI, COHR): scale-out AI fabric demand belongs to optics; copper only handles short-range scale-up.", "resolved_tickers": ["GLW"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Electronic Components'", "bench_c_industry": "Electronic Components", "unit_kind": "quote", "lang": "en", "tweet_text": "$LITE $GLW $AAOI $AXTI $COHR\n\nConfused by Broadcom's CEO comments on Copper vs. Optics? Let me clear it up. \n\nHock Tan's emphasis on Direct Attach Copper (DAC) as \"the way to go\" for scale-up isn't a contradiction to the increasing demands for optics products (lasers, transceivers, fiber. They are complementary in east-to-west traffic bottleneck.\n\nCopper has its place for short distances but for longer reaches and massive fabrics, Optics are essential. \n\nFor scale-up (GPU-to-GPU, inside a rack or small cluster), copper wins. Lowest latency, lowest power, lowest cost. No argument there.\n\nFor scale-out (rack-to-rack, pod-to-pod, massive AI fabrics), optics are essential. Hock said it himself: \"In scaling out, we're past that. We use optical. That's fine.\"\n\nSee? It's complementary. It's a co-existing ecosystem.\n\nHyperscalers are now connecting 100K to 1M+ GPUs across distributed pods for training and inference at scale. Copper can't handle the distance, heat, power draw, or bandwidth density. Pluggable optics like 800G/1.6T transceivers, lasers, and fiber are the only solution, and demand is, in Hock's own words, \"just going nuts.\"\n\nCopper holds its lane. But the next wave of growth lives in scale-out, and that belongs to optics.\n\nDon't trade the present. Position for the future.", "reply_text": null, "parent_text": null, "quoted_text": "$LITE $GLW $AAOI $AXTI\n\nDeloitte on AI Network Fabric Outlook\n\nAI network fabric spending is expected to climb 38% in annual growth over the next few years to support the gigawatt-scale data center buildouts.\n\nSwitches, Routers, Optics, Interconnects https://t.co/AwoEQyw7sJ", "parent_author": null, "ret_m1d": 0.07495910084465951, "ret_signed_m1d": 0.07495910084465951, "alpha_spy_m1d": 0.0693521679424185, "alpha_c_m1d": 0.07738454685917207, "bench_spy_m1d": 0.005606932902241013, "bench_c_m1d": -0.0024254460145125556, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.08497848654524409, "ret_signed_p1d": -0.08497848654524409, "alpha_spy_p1d": -0.07187135663438204, "alpha_c_p1d": -0.06436208630518736, "bench_spy_p1d": -0.013107129910862048, "bench_c_p1d": -0.02061640024005673, "ret_p1w": -0.03688591154531207, "ret_signed_p1w": -0.03688591154531207, "alpha_spy_p1w": -0.01450258005072591, "alpha_c_p1w": -0.02019312961503761, "bench_spy_p1w": -0.022383331494586156, "bench_c_p1w": -0.01669278193027446, "ret_p1m": 0.09781794046099224, "ret_signed_p1m": 0.09781794046099224, "alpha_spy_p1m": 0.13258755295066338, "alpha_c_p1m": 0.12650177482184122, "bench_spy_p1m": -0.03476961248967114, "bench_c_p1m": -0.02868383436084898, "ret_p3m": 0.489588295446606, "ret_signed_p3m": 0.489588295446606, "alpha_spy_p3m": 0.371676541799695, "alpha_c_p3m": 0.07386228748108681, "bench_spy_p3m": 0.11791175364691098, "bench_c_p3m": 0.4157260079655192, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.09781794046099224, "alpha_spy_stated": 0.13258755295066338, "alpha_c_stated": 0.12650177482184122, "price_path": [-0.3461, -0.3251, -0.3022, -0.2891, -0.3457, -0.3473, -0.3608, -0.3672, -0.3564, -0.3491, -0.3451, -0.3382, -0.3358, -0.3358, -0.3365, -0.3407, -0.3417, -0.3514, -0.3514, -0.3283, -0.343, -0.3388, -0.3482, -0.3679, -0.3686, -0.349, -0.3342, -0.3317, -0.3074, -0.3022, -0.3022, -0.3143, -0.3072, -0.3016, -0.3088, -0.2966, -0.1871, -0.2275, -0.237, -0.2351, -0.1825, -0.1645, -0.1874, -0.1645, -0.0951, -0.0267, -0.0511, -0.0155, -0.0259, -0.0113, -0.0113, -0.0331, -0.0221, -0.0371, 0.0335, 0.076, 0.123, 0.1884, 0.1134, 0.1161, 0.1716, 0.0952, 0.075, 0.0, -0.085, -0.0422, 0.011, -0.0221, -0.0369, -0.0417, -0.02, -0.036, -0.0362, -0.0123, -0.0754, -0.028, 0.054, 0.0862, 0.0043, 0.0154, -0.0459, 0.0091, 0.0567, 0.0978, 0.0978, 0.0873, 0.1023, 0.2253, 0.2602, 0.2709, 0.3001, 0.2826, 0.2488, 0.2326, 0.22, 0.2274, 0.2279, 0.2525, 0.258, 0.3054, 0.2469, 0.1359, 0.1274, 0.2189, 0.1746, 0.1872, 0.2031, 0.3476, 0.3537, 0.3874, 0.5392, 0.4713, 0.5327, 0.5458, 0.4236, 0.3251, 0.305, 0.341, 0.4242, 0.4402, 0.4402, 0.4559, 0.4167, 0.3579, 0.3466, 0.3134, 0.4896, 0.4923, 0.4695, 0.32, 0.394, 0.2929, 0.25, 0.3123, 0.332, 0.3965, 0.3188, 0.3038, 0.4489, 0.4489, 0.5597, 0.4425, 0.4425, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2029396791863722111", "ticker_idx": 2, "ts": "2026-03-05T03:21:14+00:00", "symbol": "AAOI", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "the next wave of growth lives in scale-out, and that belongs to optics. Don't trade the present. Position for the future.", "tweet_type": "analysis", "timeline": "months", "summary": "Bullish on optics plays (LITE, GLW, AAOI, AXTI, COHR): scale-out AI fabric demand belongs to optics; copper only handles short-range scale-up.", "resolved_tickers": ["AAOI"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "quote", "lang": "en", "tweet_text": "$LITE $GLW $AAOI $AXTI $COHR\n\nConfused by Broadcom's CEO comments on Copper vs. Optics? Let me clear it up. \n\nHock Tan's emphasis on Direct Attach Copper (DAC) as \"the way to go\" for scale-up isn't a contradiction to the increasing demands for optics products (lasers, transceivers, fiber. They are complementary in east-to-west traffic bottleneck.\n\nCopper has its place for short distances but for longer reaches and massive fabrics, Optics are essential. \n\nFor scale-up (GPU-to-GPU, inside a rack or small cluster), copper wins. Lowest latency, lowest power, lowest cost. No argument there.\n\nFor scale-out (rack-to-rack, pod-to-pod, massive AI fabrics), optics are essential. Hock said it himself: \"In scaling out, we're past that. We use optical. That's fine.\"\n\nSee? It's complementary. It's a co-existing ecosystem.\n\nHyperscalers are now connecting 100K to 1M+ GPUs across distributed pods for training and inference at scale. Copper can't handle the distance, heat, power draw, or bandwidth density. Pluggable optics like 800G/1.6T transceivers, lasers, and fiber are the only solution, and demand is, in Hock's own words, \"just going nuts.\"\n\nCopper holds its lane. But the next wave of growth lives in scale-out, and that belongs to optics.\n\nDon't trade the present. Position for the future.", "reply_text": null, "parent_text": null, "quoted_text": "$LITE $GLW $AAOI $AXTI\n\nDeloitte on AI Network Fabric Outlook\n\nAI network fabric spending is expected to climb 38% in annual growth over the next few years to support the gigawatt-scale data center buildouts.\n\nSwitches, Routers, Optics, Interconnects https://t.co/AwoEQyw7sJ", "parent_author": null, "ret_m1d": -0.014138820583403544, "ret_signed_m1d": -0.014138820583403544, "alpha_spy_m1d": -0.019745753485644557, "alpha_c_m1d": -0.019745753485644557, "bench_spy_m1d": 0.005606932902241013, "bench_c_m1d": 0.005606932902241013, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.05497328052349992, "ret_signed_p1d": -0.05497328052349992, "alpha_spy_p1d": -0.041866150612637876, "alpha_c_p1d": -0.041866150612637876, "bench_spy_p1d": -0.013107129910862048, "bench_c_p1d": -0.013107129910862048, "ret_p1w": 0.049930819480256794, "ret_signed_p1w": 0.049930819480256794, "alpha_spy_p1w": 0.07231415097484295, "alpha_c_p1w": 0.07231415097484295, "bench_spy_p1w": -0.022383331494586156, "bench_c_p1w": -0.022383331494586156, "ret_p1m": 0.027387821724116357, "ret_signed_p1m": 0.027387821724116357, "alpha_spy_p1m": 0.0621574342137875, "alpha_c_p1m": 0.0621574342137875, "bench_spy_p1m": -0.03476961248967114, "bench_c_p1m": -0.03476961248967114, "ret_p3m": 1.0008898194426905, "ret_signed_p3m": 1.0008898194426905, "alpha_spy_p3m": 0.8829780657957795, "alpha_c_p3m": 0.8829780657957795, "bench_spy_p3m": 0.11791175364691098, "bench_c_p3m": 0.11791175364691098, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.027387821724116357, "alpha_spy_stated": 0.0621574342137875, "alpha_c_stated": 0.0621574342137875, "price_path": [-0.7247, -0.6996, -0.6541, -0.6409, -0.683, -0.7044, -0.7137, -0.7317, -0.7108, -0.6903, -0.6135, -0.5982, -0.5946, -0.5946, -0.6325, -0.6366, -0.6439, -0.6553, -0.6553, -0.6085, -0.654, -0.6183, -0.6237, -0.6736, -0.6634, -0.6666, -0.6621, -0.6592, -0.6342, -0.6338, -0.6338, -0.6118, -0.6205, -0.6228, -0.6468, -0.655, -0.6303, -0.5528, -0.6088, -0.5688, -0.5634, -0.544, -0.6055, -0.623, -0.562, -0.5263, -0.5206, -0.5215, -0.5651, -0.5604, -0.5604, -0.5658, -0.5705, -0.5355, -0.489, -0.4665, -0.4436, -0.4254, -0.4692, -0.1672, 0.0135, -0.0573, -0.0141, 0.0, -0.055, 0.0937, 0.1913, 0.2558, 0.0499, -0.0428, -0.0699, -0.1464, -0.0841, 0.0077, -0.1345, -0.0532, 0.1262, 0.1312, -0.0368, -0.029, -0.1577, -0.1636, -0.1462, 0.0274, 0.0274, 0.0624, 0.1631, 0.312, 0.318, 0.489, 0.5146, 0.4474, 0.4094, 0.5555, 0.5762, 0.6163, 0.4887, 0.4774, 0.3618, 0.6034, 0.4414, 0.3571, 0.5111, 0.6251, 0.8144, 0.7103, 0.7853, 0.7653, 0.5577, 0.4726, 0.8282, 0.8616, 1.2059, 1.0128, 0.8821, 0.7131, 0.694, 0.634, 0.7482, 0.7944, 0.7944, 0.7562, 0.778, 0.6711, 0.5662, 0.8358, 1.0009, 0.82, 1.006, 0.75, 0.9442, 0.6104, 0.7316, 0.7083, 0.6714, 0.8939, 0.6888, 0.6545, 0.6003, 0.6003, 0.693, 0.4578, 0.4578, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2029396791863722111", "ticker_idx": 3, "ts": "2026-03-05T03:21:14+00:00", "symbol": "AXTI", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "the next wave of growth lives in scale-out, and that belongs to optics. Don't trade the present. Position for the future.", "tweet_type": "analysis", "timeline": "months", "summary": "Bullish on optics plays (LITE, GLW, AAOI, AXTI, COHR): scale-out AI fabric demand belongs to optics; copper only handles short-range scale-up.", "resolved_tickers": ["AXTI"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductor Equipment & Materials'", "bench_c_industry": "Semiconductor Equipment & Materials", "unit_kind": "quote", "lang": "en", "tweet_text": "$LITE $GLW $AAOI $AXTI $COHR\n\nConfused by Broadcom's CEO comments on Copper vs. Optics? Let me clear it up. \n\nHock Tan's emphasis on Direct Attach Copper (DAC) as \"the way to go\" for scale-up isn't a contradiction to the increasing demands for optics products (lasers, transceivers, fiber. They are complementary in east-to-west traffic bottleneck.\n\nCopper has its place for short distances but for longer reaches and massive fabrics, Optics are essential. \n\nFor scale-up (GPU-to-GPU, inside a rack or small cluster), copper wins. Lowest latency, lowest power, lowest cost. No argument there.\n\nFor scale-out (rack-to-rack, pod-to-pod, massive AI fabrics), optics are essential. Hock said it himself: \"In scaling out, we're past that. We use optical. That's fine.\"\n\nSee? It's complementary. It's a co-existing ecosystem.\n\nHyperscalers are now connecting 100K to 1M+ GPUs across distributed pods for training and inference at scale. Copper can't handle the distance, heat, power draw, or bandwidth density. Pluggable optics like 800G/1.6T transceivers, lasers, and fiber are the only solution, and demand is, in Hock's own words, \"just going nuts.\"\n\nCopper holds its lane. But the next wave of growth lives in scale-out, and that belongs to optics.\n\nDon't trade the present. Position for the future.", "reply_text": null, "parent_text": null, "quoted_text": "$LITE $GLW $AAOI $AXTI\n\nDeloitte on AI Network Fabric Outlook\n\nAI network fabric spending is expected to climb 38% in annual growth over the next few years to support the gigawatt-scale data center buildouts.\n\nSwitches, Routers, Optics, Interconnects https://t.co/AwoEQyw7sJ", "parent_author": null, "ret_m1d": 0.00850520199854743, "ret_signed_m1d": 0.00850520199854743, "alpha_spy_m1d": 0.002898269096306416, "alpha_c_m1d": -0.0009800640748218736, "bench_spy_m1d": 0.005606932902241013, "bench_c_m1d": 0.009485266073369303, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.16572166060854054, "ret_signed_p1d": -0.16572166060854054, "alpha_spy_p1d": -0.1526145306976785, "alpha_c_p1d": -0.12831174960161018, "bench_spy_p1d": -0.013107129910862048, "bench_c_p1d": -0.03740991100693036, "ret_p1w": 0.2043814551831562, "ret_signed_p1w": 0.2043814551831562, "alpha_spy_p1w": 0.22676478667774236, "alpha_c_p1w": 0.22264375721740148, "bench_spy_p1w": -0.022383331494586156, "bench_c_p1w": -0.01826230203424528, "ret_p1m": 0.3618557008144674, "ret_signed_p1m": 0.3618557008144674, "alpha_spy_p1m": 0.3966253133041385, "alpha_c_p1m": 0.36951979271409807, "bench_spy_p1m": -0.03476961248967114, "bench_c_p1m": -0.007664091899630687, "ret_p3m": 1.8569587797373108, "ret_signed_p3m": 1.8569587797373108, "alpha_spy_p3m": 1.7390470260903999, "alpha_c_p3m": 1.2578440403609747, "bench_spy_p3m": 0.11791175364691098, "bench_c_p3m": 0.5991147393763361, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.3618557008144674, "alpha_spy_stated": 0.3966253133041385, "alpha_c_stated": 0.36951979271409807, "price_path": [-0.6724, -0.6144, -0.6003, -0.5778, -0.6183, -0.6178, -0.6649, -0.6814, -0.6389, -0.6224, -0.6077, -0.6227, -0.6131, -0.6131, -0.6039, -0.624, -0.5928, -0.5786, -0.5786, -0.568, -0.5704, -0.4802, -0.3786, -0.3343, -0.4075, -0.4268, -0.4456, -0.4304, -0.3371, -0.4307, -0.4307, -0.4482, -0.4902, -0.5381, -0.5515, -0.5412, -0.5567, -0.5662, -0.5778, -0.5222, -0.4603, -0.4912, -0.5168, -0.4735, -0.3799, -0.2843, -0.3724, -0.3093, -0.3611, -0.3753, -0.3753, -0.4018, -0.3933, -0.3863, -0.2351, -0.2673, -0.0959, 0.0559, -0.0433, -0.0232, 0.1938, 0.0763, 0.0085, 0.0, -0.1657, -0.0062, 0.1418, 0.2206, 0.2044, 0.2593, 0.2472, 0.1433, 0.2567, 0.4972, 0.3979, 0.6608, 0.7639, 0.7358, 0.508, 0.5626, 0.359, 0.4686, 0.2149, 0.3619, 0.3619, 0.0822, 0.1716, 0.3706, 0.6268, 0.6541, 0.7126, 0.7345, 0.6219, 1.1077, 1.1278, 1.0299, 0.9322, 1.2407, 0.9399, 0.9629, 0.808, 0.7709, 0.8317, 1.0418, 1.4742, 1.732, 1.7719, 1.7018, 1.7943, 1.999, 2.2425, 2.1675, 2.1428, 1.9634, 2.1902, 1.7289, 1.9093, 1.6961, 2.1191, 2.6296, 2.6296, 2.4175, 2.1642, 1.982, 1.6588, 1.8235, 1.857, 1.75, 1.7317, 1.2948, 1.3397, 1.0196, 1.1982, 1.2768, 1.5046, 1.8541, 1.3979, 1.374, 1.1796, 1.1796, 1.3825, 1.008, 1.008, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2029396791863722111", "ticker_idx": 4, "ts": "2026-03-05T03:21:14+00:00", "symbol": "COHR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "the next wave of growth lives in scale-out, and that belongs to optics. Don't trade the present. Position for the future.", "tweet_type": "analysis", "timeline": "months", "summary": "Bullish on optics plays (LITE, GLW, AAOI, AXTI, COHR): scale-out AI fabric demand belongs to optics; copper only handles short-range scale-up.", "resolved_tickers": ["COHR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Scientific & Technical Instruments'", "bench_c_industry": "Scientific & Technical Instruments", "unit_kind": "quote", "lang": "en", "tweet_text": "$LITE $GLW $AAOI $AXTI $COHR\n\nConfused by Broadcom's CEO comments on Copper vs. Optics? Let me clear it up. \n\nHock Tan's emphasis on Direct Attach Copper (DAC) as \"the way to go\" for scale-up isn't a contradiction to the increasing demands for optics products (lasers, transceivers, fiber. They are complementary in east-to-west traffic bottleneck.\n\nCopper has its place for short distances but for longer reaches and massive fabrics, Optics are essential. \n\nFor scale-up (GPU-to-GPU, inside a rack or small cluster), copper wins. Lowest latency, lowest power, lowest cost. No argument there.\n\nFor scale-out (rack-to-rack, pod-to-pod, massive AI fabrics), optics are essential. Hock said it himself: \"In scaling out, we're past that. We use optical. That's fine.\"\n\nSee? It's complementary. It's a co-existing ecosystem.\n\nHyperscalers are now connecting 100K to 1M+ GPUs across distributed pods for training and inference at scale. Copper can't handle the distance, heat, power draw, or bandwidth density. Pluggable optics like 800G/1.6T transceivers, lasers, and fiber are the only solution, and demand is, in Hock's own words, \"just going nuts.\"\n\nCopper holds its lane. But the next wave of growth lives in scale-out, and that belongs to optics.\n\nDon't trade the present. Position for the future.", "reply_text": null, "parent_text": null, "quoted_text": "$LITE $GLW $AAOI $AXTI\n\nDeloitte on AI Network Fabric Outlook\n\nAI network fabric spending is expected to climb 38% in annual growth over the next few years to support the gigawatt-scale data center buildouts.\n\nSwitches, Routers, Optics, Interconnects https://t.co/AwoEQyw7sJ", "parent_author": null, "ret_m1d": 0.08268007499147711, "ret_signed_m1d": 0.08268007499147711, "alpha_spy_m1d": 0.0770731420892361, "alpha_c_m1d": 0.08510552100598967, "bench_spy_m1d": 0.005606932902241013, "bench_c_m1d": -0.0024254460145125556, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.07149326129740641, "ret_signed_p1d": -0.07149326129740641, "alpha_spy_p1d": -0.05838613138654436, "alpha_c_p1d": -0.050876861057349676, "bench_spy_p1d": -0.013107129910862048, "bench_c_p1d": -0.02061640024005673, "ret_p1w": -0.04963166615617709, "ret_signed_p1w": -0.04963166615617709, "alpha_spy_p1w": -0.027248334661590934, "alpha_c_p1w": -0.03293888422590263, "bench_spy_p1w": -0.022383331494586156, "bench_c_p1w": -0.01669278193027446, "ret_p1m": 0.01689844655703232, "ret_signed_p1m": 0.01689844655703232, "alpha_spy_p1m": 0.05166805904670346, "alpha_c_p1m": 0.0455822809178813, "bench_spy_p1m": -0.03476961248967114, "bench_c_p1m": -0.02868383436084898, "ret_p3m": 0.6815300069288739, "ret_signed_p3m": 0.6815300069288739, "alpha_spy_p3m": 0.5636182532819629, "alpha_c_p3m": 0.2658039989633547, "bench_spy_p3m": 0.11791175364691098, "bench_c_p3m": 0.4157260079655192, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.01689844655703232, "alpha_spy_stated": 0.05166805904670346, "alpha_c_stated": 0.0455822809178813, "price_path": [-0.2679, -0.2408, -0.2222, -0.2181, -0.2975, -0.2971, -0.3099, -0.3286, -0.3079, -0.268, -0.2477, -0.2442, -0.2462, -0.2462, -0.2448, -0.2554, -0.2642, -0.273, -0.273, -0.2345, -0.2659, -0.2354, -0.2452, -0.318, -0.2986, -0.2706, -0.2515, -0.2748, -0.2281, -0.2475, -0.2475, -0.238, -0.2064, -0.2015, -0.2242, -0.221, -0.157, -0.1289, -0.1497, -0.1642, -0.1238, -0.0973, -0.1689, -0.1758, -0.1032, -0.0449, -0.1004, -0.1189, -0.1488, -0.1443, -0.1443, -0.1336, -0.1181, -0.0843, -0.0224, -0.0196, 0.0039, 0.0553, -0.0147, 0.0199, 0.1774, 0.1061, 0.0827, 0.0, -0.0715, -0.0061, 0.0267, -0.0097, -0.0496, -0.0438, -0.0256, -0.0318, 0.0132, 0.0855, -0.0009, 0.0046, 0.0727, 0.0716, -0.0417, -0.0409, -0.1348, -0.0617, -0.0239, 0.0169, 0.0169, -0.0026, 0.0048, 0.11, 0.1194, 0.2112, 0.2129, 0.2346, 0.214, 0.292, 0.359, 0.3689, 0.3542, 0.3805, 0.3301, 0.3239, 0.2665, 0.1973, 0.2011, 0.2593, 0.2979, 0.2994, 0.3224, 0.3577, 0.2573, 0.3206, 0.4956, 0.4732, 0.5902, 0.5951, 0.5065, 0.4292, 0.393, 0.4121, 0.489, 0.4873, 0.4873, 0.5021, 0.4975, 0.4848, 0.4238, 0.4295, 0.6815, 0.6443, 0.6619, 0.485, 0.5832, 0.4021, 0.3974, 0.4322, 0.5166, 0.6301, 0.5079, 0.4923, 0.5345, 0.5345, 0.676, 0.5016, 0.5016, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2009135870146957701", "ticker_idx": 0, "ts": "2026-01-08T05:31:34+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Massive Memory & Storage Demand Incoming", "tweet_type": "analysis", "timeline": "months", "summary": "Bullish MU on surging inference compute driving massive memory & storage demand into 2026.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "$MU Reports suggest inference now consumes over 50% of OpenAI’s total compute workload (and rising fast into 2026).\n\nMassive Memory & Storage Demand Incoming.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.038315736170364545, "ret_signed_m1d": 0.038315736170364545, "alpha_spy_m1d": 0.038214198547249056, "alpha_c_m1d": 0.022378278119149053, "bench_spy_m1d": 0.00010153762311548853, "bench_c_m1d": 0.015937458051215492, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05525664460054358, "ret_signed_p1d": 0.05525664460054358, "alpha_spy_p1d": 0.04864326160365495, "alpha_c_p1d": 0.028236775643010636, "bench_spy_p1d": 0.006613382996888628, "bench_c_p1d": 0.027019868957532944, "ret_p1w": 0.029386653765638426, "ret_signed_p1w": 0.029386653765638426, "alpha_spy_p1w": 0.025427309394337794, "alpha_c_p1w": -0.01660519849701303, "bench_spy_p1w": 0.003959344371300633, "bench_c_p1w": 0.045991852262651456, "ret_p1m": 0.2069293047868832, "ret_signed_p1m": 0.2069293047868832, "alpha_spy_p1m": 0.20531947516185345, "alpha_c_p1m": 0.14711089153823798, "bench_spy_p1m": 0.0016098296250297572, "bench_c_p1m": 0.05981841324864523, "ret_p3m": 0.15509334962517585, "ret_signed_p3m": 0.15509334962517585, "alpha_spy_p3m": 0.1964121320208836, "alpha_c_p3m": 0.09989259416656959, "bench_spy_p3m": -0.04131878239570774, "bench_c_p3m": 0.055200755458606254, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.2069293047868832, "alpha_spy_stated": 0.20531947516185345, "alpha_c_stated": 0.14711089153823798, "price_path": [-0.4108, -0.4282, -0.4133, -0.3809, -0.3814, -0.368, -0.3817, -0.3933, -0.3682, -0.3305, -0.3272, -0.3217, -0.3073, -0.3153, -0.316, -0.2826, -0.3336, -0.274, -0.2715, -0.2728, -0.2257, -0.263, -0.2514, -0.2757, -0.2455, -0.2604, -0.3015, -0.3094, -0.3845, -0.3661, -0.3155, -0.3137, -0.2962, -0.2962, -0.2772, -0.265, -0.268, -0.2842, -0.3072, -0.2749, -0.2452, -0.2284, -0.1939, -0.21, -0.2629, -0.274, -0.2893, -0.3107, -0.2403, -0.1872, -0.1546, -0.1555, -0.1237, -0.1237, -0.1295, -0.0998, -0.1052, -0.1272, -0.1272, -0.0355, -0.0455, 0.0502, 0.0383, 0.0, 0.0553, 0.0576, 0.034, 0.0194, 0.0294, 0.1093, 0.1093, 0.1161, 0.1899, 0.2158, 0.2221, 0.1898, 0.2545, 0.3311, 0.3326, 0.2687, 0.3388, 0.2826, 0.1602, 0.1708, 0.2069, 0.1727, 0.1414, 0.2548, 0.2659, 0.2588, 0.2588, 0.2225, 0.2872, 0.2762, 0.3093, 0.2873, 0.2782, 0.3118, 0.2707, 0.261, 0.2619, 0.161, 0.2255, 0.2141, 0.1323, 0.1905, 0.2327, 0.2803, 0.2395, 0.3031, 0.351, 0.4118, 0.4119, 0.3585, 0.2932, 0.2365, 0.2095, 0.1684, 0.087, 0.0923, -0.0155, 0.0335, 0.1253, 0.1204, 0.1204, 0.1556, 0.1551, 0.2443, 0.2895, 0.2867, 0.3049, 0.4245, 0.3957, 0.3988, 0.3922, 0.3718, 0.3747, 0.4913, 0.4737, 0.5196, 0.6047, 0.5427, 0.5861, 0.5821, 0.6587, 0.7635, 0.9585, 1.0392, 0.9782, 1.2846, 1.4331, 1.3451, 1.4585, 1.374, 1.2169, 1.085, 1.1376, 1.2393, 1.3314, 1.2975, 1.2975, 1.7407, 1.8402, 1.8252, 1.9705, 2.1678, 2.2553, 2.3026, 2.047, 1.6432, 1.904, 1.8631, 1.7284, 2.0466, 2.0029, 2.3284, 2.1227, 2.1913, 2.4691, 2.4691, 2.7059, 2.2176, 2.2176, null, null, null, null, null, null, null]}
{"unit_id": "reply:2022740650064797802", "ticker_idx": 0, "ts": "2026-02-14T18:32:06+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "That's where I am betting my money because I believe Micron is now sitting on a whole different platform called HBM and AI Context", "tweet_type": "analysis", "timeline": "quarters", "summary": "Long MU: HBM + AI context drives PE expansion and a paradigm shift in memory; flatter cycles justify higher multiples over 3-5 quarters.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "Excellent question\n\n\"it seems natural that acceptable P/E ratios will expand. What are your thoughts on this?\" \n\nMy whole thesis is waiting for this to happen. That's where I am betting my money because I believe Micron is now sitting on a whole different platform called HBM and AI Context. Your lifelong AI companies will need to remember 20 years of inquiries so when you ask about a travel, they should be able to access your travel inquiry made 15 years ago in a similar location. So I think memory demand will go higher and higher (of course not without softening cycles). \n\nYes traders have been selling during single digits PEs and buying at double digit PEs to stay ahead of the market but.. that was when only DRAM and NAND existed without HBM and NO AI in the horizon.\n\nI think PE expansion is warranted but Mr. Market isn't convinced. It will take at least 3-5 quarter to realize the entire memory industry going through a paradigm shift.\n\nDRAM + NAND = Mix of Consumer + Enterprise = Some flexibility.\n\nHBM has entered the chat = High Performance Enterprise = A lot more flexibility.\n\nCXL DRAM + SOCAMM = More Enterprise = More flexibility. \n\nAs you can see we are right now in the Business-to-Business boom. No consumer boom. When consumer market booms, maybe the business market slows down a bit but Micron has more flexibility to move around wafer outputs so that ASP isn't affected as much resulting is a more flatter cycle which could help the market make the decision of \"more acceptable PEs\" because it has proven that memory market is no longer the same.", "reply_text": null, "parent_text": "@TradexWhisperer Nice to meet you. I'm Japanese and have been keeping an eye on HBM companies such as MU and SK since around 2024.\n\nRecently, I've been sharing information about Kioxia, which has been attracting global attention, and interacting with Japanese investors.\n\nLooking at this cycle", "quoted_text": null, "parent_author": "melone3710", "ret_m1d": 0.029716392161894145, "ret_signed_m1d": 0.029716392161894145, "alpha_spy_m1d": 0.031327276047151575, "alpha_c_m1d": 0.029201088365555794, "bench_spy_m1d": -0.0016108838852574303, "bench_c_m1d": 0.0005153037963383511, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05295418149160458, "ret_signed_p1d": 0.05295418149160458, "alpha_spy_p1d": 0.047916473941027826, "alpha_c_p1d": 0.04058644105194653, "bench_spy_p1d": 0.005037707550576753, "bench_c_p1d": 0.012367740439658048, "ret_p1w": 0.045600095918206796, "ret_signed_p1w": 0.045600095918206796, "alpha_spy_p1w": 0.039010091880888, "alpha_c_p1w": 0.017011856077951748, "bench_spy_p1w": 0.006590004037318797, "bench_c_p1w": 0.028588239840255047, "ret_p1m": 0.1549602924588891, "ret_signed_p1m": 0.1549602924588891, "alpha_spy_p1m": 0.18632881231745624, "alpha_c_p1m": 0.1889226394104414, "bench_spy_p1m": -0.031368519858567145, "bench_c_p1m": -0.033962346951552314, "ret_p3m": 0.8134083878028087, "ret_signed_p3m": 0.8134083878028087, "alpha_spy_p3m": 0.7279742124972712, "alpha_c_p3m": 0.4481903231583555, "bench_spy_p3m": 0.08543417530553743, "bench_c_p3m": 0.36521806464445317, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": 0.8134083878028087, "alpha_spy_stated": 0.7279742124972712, "alpha_c_stated": 0.4481903231583555, "price_path": [-0.4965, -0.4815, -0.4401, -0.4386, -0.4243, -0.4243, -0.4087, -0.3988, -0.4012, -0.4145, -0.4333, -0.4069, -0.3826, -0.3689, -0.3406, -0.3538, -0.3971, -0.4062, -0.4186, -0.4361, -0.3785, -0.3351, -0.3084, -0.3092, -0.2832, -0.2832, -0.2879, -0.2637, -0.268, -0.2861, -0.2861, -0.211, -0.2192, -0.141, -0.1507, -0.182, -0.1368, -0.1348, -0.1542, -0.1662, -0.158, -0.0926, -0.0926, -0.087, -0.0267, -0.0055, -0.0003, -0.0267, 0.0262, 0.0888, 0.0901, 0.0378, 0.0951, 0.0492, -0.051, -0.0422, -0.0127, -0.0407, -0.0664, 0.0264, 0.0355, 0.0297, 0.0297, 0.0, 0.053, 0.0439, 0.071, 0.053, 0.0456, 0.0731, 0.0395, 0.0315, 0.0322, -0.0503, 0.0025, -0.0068, -0.0737, -0.0262, 0.0083, 0.0473, 0.0139, 0.0659, 0.1051, 0.1549, 0.155, 0.1113, 0.0578, 0.0114, -0.0106, -0.0442, -0.1109, -0.1065, -0.1947, -0.1546, -0.0795, -0.0835, -0.0835, -0.0547, -0.0551, 0.0178, 0.0548, 0.0525, 0.0674, 0.1653, 0.1417, 0.1442, 0.1388, 0.1221, 0.1245, 0.2199, 0.2055, 0.243, 0.3127, 0.2619, 0.2974, 0.2942, 0.3568, 0.4425, 0.6021, 0.6681, 0.6181, 0.8688, 0.9903, 0.9183, 1.011, 0.9419, 0.8134, 0.7055, 0.7485, 0.8318, 0.9071, 0.8793, 0.8793, 1.2419, 1.3233, 1.311, 1.4299, 1.5913, 1.6628, 1.7015, 1.4924, 1.1621, 1.3755, 1.342, 1.2319, 1.4921, 1.4564, 1.7226, 1.5544, 1.6105, 1.8377, 1.8377, 2.0314, 1.632, 1.632, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2012216558366433680", "ticker_idx": 0, "ts": "2026-01-16T17:33:07+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU Fresh New ATH 🔥 Don't fight the monster trend", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish MU at fresh ATH on HBM growth, insider buying, and multiple analyst PT upgrades; don't fight the trend.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU Fresh New ATH 🔥\n\nDon't fight the monster trend 👇\n\nJan 16: Micron breaks ground on a massive $100 billion megafab.\n\nJan 15:\nMark Liu, Micron Board of Directors, buys $8 MILLION worth of shares\n\nJan 12/13\nLynx Equity ↑ PT $325→$550\nKeyBanc ↑ $325→$450\nBofA ↑ $300→$400 https://t.co/QQwO1UZpcU", "reply_text": null, "parent_text": null, "quoted_text": "Here's the P/E and P/S Ratio of $MU that enables AI GPUs with super fast High Bandwith Memory Cubes. Their HBM sales grew 50% sequentially and DRAM/NAND prices have bottomed. Micron intends to take at least 27% of the whole HBM market.\n\nForward P/E ratio: 10.41\nForward P/S ratio https://t.co/TSLBx04ENf", "parent_author": null, "ret_m1d": -0.07200553191442804, "ret_signed_m1d": -0.07200553191442804, "alpha_spy_m1d": -0.07284413977747006, "alpha_c_m1d": -0.0620651966395267, "bench_spy_m1d": 0.000838607863042018, "bench_c_m1d": -0.009940335274901346, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0, "ret_signed_p1d": 0.0, "alpha_spy_p1d": 0.0, "alpha_c_p1d": 0.0, "bench_spy_p1d": 0.0, "bench_c_p1d": 0.0, "ret_p1w": 0.10172290754419366, "ret_signed_p1w": 0.10172290754419366, "alpha_spy_p1w": 0.10523622471335226, "alpha_c_p1w": 0.10247222271083267, "bench_spy_p1w": -0.003513317169158592, "bench_c_p1w": -0.0007493151666390085, "ret_p1m": 0.13483115617163044, "ret_signed_p1m": 0.13483115617163044, "alpha_spy_p1m": 0.14915899285166234, "alpha_c_p1m": 0.11652403984980686, "bench_spy_p1m": -0.014327836680031902, "bench_c_p1m": 0.01830711632182358, "ret_p3m": 0.2582264797479734, "ret_signed_p3m": 0.2582264797479734, "alpha_spy_p3m": 0.24349153723027084, "alpha_c_p3m": 0.1268296331064389, "bench_spy_p3m": 0.014734942517702576, "bench_c_p3m": 0.1313968466415345, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.13483115617163044, "alpha_spy_stated": 0.14915899285166234, "alpha_c_stated": 0.11652403984980686, "price_path": [-0.4426, -0.4531, -0.4304, -0.3965, -0.3935, -0.3885, -0.3755, -0.3827, -0.3834, -0.3533, -0.3992, -0.3455, -0.3433, -0.3444, -0.302, -0.3356, -0.3252, -0.3471, -0.3198, -0.3333, -0.3703, -0.3775, -0.4451, -0.4286, -0.3829, -0.3813, -0.3655, -0.3655, -0.3484, -0.3374, -0.3401, -0.3547, -0.3754, -0.3463, -0.3196, -0.3044, -0.2733, -0.2878, -0.3355, -0.3455, -0.3593, -0.3786, -0.3151, -0.2672, -0.2378, -0.2387, -0.21, -0.21, -0.2152, -0.1885, -0.1933, -0.2132, -0.2132, -0.1305, -0.1395, -0.0533, -0.064, -0.0985, -0.0487, -0.0465, -0.0679, -0.081, -0.072, 0.0, 0.0, 0.0062, 0.0727, 0.096, 0.1017, 0.0726, 0.1309, 0.1999, 0.2014, 0.1437, 0.2069, 0.1563, 0.0459, 0.0555, 0.088, 0.0572, 0.0289, 0.1312, 0.1412, 0.1348, 0.1348, 0.1021, 0.1604, 0.1505, 0.1803, 0.1605, 0.1523, 0.1826, 0.1456, 0.1368, 0.1376, 0.0467, 0.1048, 0.0946, 0.0208, 0.0732, 0.1113, 0.1542, 0.1174, 0.1747, 0.2179, 0.2727, 0.2729, 0.2247, 0.1658, 0.1147, 0.0904, 0.0533, -0.0201, -0.0152, -0.1125, -0.0683, 0.0145, 0.01, 0.01, 0.0418, 0.0413, 0.1217, 0.1625, 0.1599, 0.1764, 0.2842, 0.2582, 0.261, 0.255, 0.2367, 0.2393, 0.3444, 0.3285, 0.3699, 0.4467, 0.3908, 0.4298, 0.4263, 0.4953, 0.5898, 0.7656, 0.8384, 0.7833, 1.0596, 1.1934, 1.1141, 1.2163, 1.1401, 0.9985, 0.8796, 0.927, 1.0187, 1.1018, 1.0712, 1.0712, 1.4707, 1.5604, 1.547, 1.6779, 1.8558, 1.9347, 1.9773, 1.7468, 1.3828, 1.618, 1.5811, 1.4597, 1.7465, 1.7072, 2.0005, 1.8151, 1.877, 2.1274, 2.1274, 2.3408, 1.9007, 1.9007, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2020391918983877038", "ticker_idx": 0, "ts": "2026-02-08T06:59:05+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Micron is fully sold for 2026. It can't produce enough wafers and is now selectively saying \"no\" to would-be buyers. Cut the noise. Stay with the fundamentals.", "tweet_type": "analysis", "timeline": "quarters", "summary": "Bullish MU: fully sold-out HBM supply for 2026, HBM4 ramping with high yields, demand exceeds capacity — strong fundamental case.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU Here's what Micron said about HBM4 during Q1 2026 earnings call:\n\n\"Micron’s HBM4, with industry-leading speed over 11 Gbps, is on track to ramp with high yields in the second calendar quarter of 2026, consistent with our customers’ product ramp plans.\"\n\n“We have completed agreements on price and volume for our entire calendar 2026 HBM supply, including Micron’s industry-leading HBM4.”\n\n\"Micron can currently satisfy only about 50–67% of demand from its major customers.\"\n\n\"We are excited about our customized HBM4E customer engagements, which offer further differentiation opportunities to us, and we continue to make excellent progress on our HBM roadmap\"\n\nMicron is fully sold for 2026. It can’t produce enough wafers and is now selectively saying “no” to would-be buyers.\n\nCut the noise. Stay with the fundamentals.", "reply_text": null, "parent_text": null, "quoted_text": "$MU How acute is that shortage?\n\n\"For several of our key customers, in the medium term, we are able to support 50% to 2/3 of their demands.\"\n\n\"That's why we're really focused on bringing up the supply.\" (Referring to the megafab constructions in ID and NY)\n\n-Micron CEO Sanjay https://t.co/nGuXimO3on", "parent_author": null, "ret_m1d": 0.029178622415872324, "ret_signed_m1d": 0.029178622415872324, "alpha_spy_m1d": 0.033977211646554206, "alpha_c_m1d": 0.04147420848508743, "bench_spy_m1d": -0.004798589230681882, "bench_c_m1d": -0.012295586069215103, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.02672751304786447, "ret_signed_p1d": -0.02672751304786447, "alpha_spy_p1d": -0.024090455277165024, "alpha_c_p1d": -0.022079820537778017, "bench_spy_p1d": -0.002637057770699447, "bench_c_p1d": -0.004647692510086454, "ret_p1w": 0.07342899206456432, "ret_signed_p1w": 0.07342899206456432, "alpha_spy_p1w": 0.09100949509677403, "alpha_c_p1w": 0.0707977186346398, "bench_spy_p1w": -0.017580503032209704, "bench_c_p1w": 0.00263127342992453, "ret_p1m": 0.0511342381423634, "ret_signed_p1m": 0.0511342381423634, "alpha_spy_p1m": 0.07530022352784305, "alpha_c_p1m": 0.07405322858649266, "bench_spy_p1m": -0.02416598538547965, "bench_c_p1m": -0.02291899044412926, "ret_p3m": 0.6868361280257833, "ret_signed_p3m": 0.6868361280257833, "alpha_spy_p3m": 0.6297311477674641, "alpha_c_p3m": 0.3586669808662146, "bench_spy_p3m": 0.05710498025831923, "bench_c_p3m": 0.3281691471595687, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": 0.6868361280257833, "alpha_spy_stated": 0.6297311477674641, "alpha_c_stated": 0.3586669808662146, "price_path": [-0.3617, -0.3824, -0.3566, -0.3694, -0.4044, -0.4111, -0.4751, -0.4595, -0.4163, -0.4148, -0.3998, -0.3998, -0.3836, -0.3732, -0.3758, -0.3897, -0.4092, -0.3817, -0.3564, -0.3421, -0.3126, -0.3263, -0.3715, -0.381, -0.394, -0.4122, -0.3522, -0.3069, -0.2791, -0.2799, -0.2528, -0.2528, -0.2577, -0.2324, -0.2369, -0.2558, -0.2558, -0.1775, -0.186, -0.1045, -0.1146, -0.1473, -0.1002, -0.0981, -0.1183, -0.1308, -0.1222, -0.0541, -0.0541, -0.0482, 0.0146, 0.0367, 0.0421, 0.0146, 0.0697, 0.135, 0.1363, 0.0818, 0.1416, 0.0937, -0.0107, -0.0016, 0.0292, 0.0, -0.0267, 0.07, 0.0795, 0.0734, 0.0734, 0.0425, 0.0977, 0.0883, 0.1165, 0.0977, 0.09, 0.1186, 0.0836, 0.0753, 0.0761, -0.01, 0.045, 0.0353, -0.0344, 0.0152, 0.0511, 0.0918, 0.057, 0.1112, 0.152, 0.2039, 0.204, 0.1585, 0.1027, 0.0544, 0.0314, -0.0037, -0.0731, -0.0685, -0.1605, -0.1187, -0.0404, -0.0446, -0.0446, -0.0146, -0.015, 0.061, 0.0996, 0.0972, 0.1127, 0.2147, 0.1901, 0.1928, 0.1871, 0.1698, 0.1723, 0.2717, 0.2566, 0.2958, 0.3684, 0.3155, 0.3525, 0.3491, 0.4144, 0.5038, 0.6701, 0.7389, 0.6868, 0.9482, 1.0747, 0.9997, 1.0964, 1.0243, 0.8904, 0.7779, 0.8228, 0.9095, 0.9881, 0.9591, 0.9591, 1.337, 1.4219, 1.4091, 1.533, 1.7013, 1.7759, 1.8162, 1.5982, 1.2539, 1.4763, 1.4414, 1.3266, 1.5979, 1.5607, 1.8382, 1.6628, 1.7213, 1.9582, 1.9582, 2.1601, 1.7437, 1.7437, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2018433844861657457", "ticker_idx": 0, "ts": "2026-02-02T21:18:23+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "US commercial revenue grew +137% Y/Y. Just WOW.", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Bullish PLTR on blowout US commercial revenue growth of +137% Y/Y.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "$PLTR Earnings Highlights\n\nUS commercial revenue grew +137% Y/Y. Just WOW. https://t.co/YFixTrqiC3", "reply_text": null, "parent_text": null, "quoted_text": "$PLTR Triple Bottom? Earnings Hit Today https://t.co/Me722qqP4j", "parent_author": null, "ret_m1d": -0.06409937967438128, "ret_signed_m1d": -0.06409937967438128, "alpha_spy_m1d": -0.07262686878676716, "alpha_c_m1d": -0.07262686878676716, "bench_spy_m1d": 0.008527489112385878, "bench_c_m1d": 0.008527489112385878, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.11616424518286961, "ret_signed_p1d": -0.11616424518286961, "alpha_spy_p1d": -0.11132039145687622, "alpha_c_p1d": -0.11132039145687622, "bench_spy_p1d": -0.004843853725993386, "bench_c_p1d": -0.004843853725993386, "ret_p1w": -0.11635425518014031, "ret_signed_p1w": -0.11635425518014031, "alpha_spy_p1w": -0.1201104153361886, "alpha_c_p1w": -0.1201104153361886, "bench_spy_p1w": 0.003756160156048294, "bench_c_p1w": 0.003756160156048294, "ret_p1m": -0.02970612044816845, "ret_signed_p1m": -0.02970612044816845, "alpha_spy_p1m": -0.02332500856781028, "alpha_c_p1m": -0.02332500856781028, "bench_spy_p1m": -0.00638111188035817, "bench_c_p1m": -0.00638111188035817, "ret_p3m": -0.08747147917080644, "ret_signed_p3m": -0.08747147917080644, "alpha_spy_p3m": -0.13545796019779277, "alpha_c_p3m": -0.13545796019779277, "bench_spy_p3m": 0.04798648102698633, "bench_c_p3m": 0.04798648102698633, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.02970612044816845, "alpha_spy_stated": -0.02332500856781028, "alpha_c_stated": -0.02332500856781028, "price_path": [0.1088, 0.127, 0.2263, 0.2095, 0.1665, 0.0903, 0.1022, 0.0847, 0.0599, 0.0478, -0.0135, -0.0192, 0.0277, 0.0359, 0.05, 0.05, 0.0669, 0.0609, 0.0811, 0.1153, 0.1269, 0.1513, 0.1495, 0.1518, 0.1902, 0.1879, 0.1627, 0.1607, 0.1892, 0.1229, 0.1761, 0.2249, 0.2287, 0.2296, 0.2299, 0.2299, 0.1953, 0.1666, 0.1454, 0.1259, 0.1259, 0.0632, 0.1024, 0.1383, 0.1507, 0.1202, 0.1242, 0.1364, 0.1335, 0.13, 0.1215, 0.0828, 0.0828, 0.0675, 0.0472, 0.0508, 0.0742, 0.0607, 0.0495, -0.0034, -0.0381, -0.0715, -0.0641, 0.0, -0.1162, -0.1765, -0.1392, -0.0948, -0.1164, -0.1406, -0.1821, -0.1677, -0.1677, -0.1575, -0.1425, -0.1456, -0.1434, -0.1728, -0.1839, -0.1501, -0.139, -0.131, -0.0805, -0.0675, -0.0297, -0.033, -0.0046, -0.0092, -0.0427, -0.0398, -0.0277, -0.0439, -0.0327, -0.0177, -0.0324, -0.0139, -0.0456, 0.0187, -0.0196, -0.0185, -0.0654, -0.0939, -0.1288, -0.0735, -0.0721, -0.0597, -0.0597, -0.063, -0.0495, -0.1084, -0.1735, -0.1889, -0.1616, -0.1405, -0.0996, -0.0958, -0.0728, -0.0759, -0.0754, -0.0333, -0.1033, -0.0937, -0.0936, -0.1058, -0.1261, -0.1189, -0.0875, -0.0751, -0.1392, -0.1526, -0.1319, -0.1272, -0.1329, -0.1386, -0.1763, -0.153, -0.1513, -0.144, -0.1433, -0.1313, -0.1296, -0.133, -0.133, -0.1348, -0.1607, -0.0921, -0.0085, 0.0175, -0.0362, -0.0993, -0.1025, -0.1416, -0.1356, -0.1635, -0.1753, -0.1697, -0.1893, -0.1468, -0.156, -0.1726, -0.1863, -0.1863, -0.2431, -0.2608, -0.2608, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2002251337409704432", "ticker_idx": 0, "ts": "2025-12-20T05:34:53+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "This is a once in a generation truly anomalous quarter and we're very proud", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Endorses bullish PLTR stance by amplifying Karp's triumphant post-earnings quote alongside a thread on Palantir's monopoly thesis.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "🔥 $PLTR Alex Karp Mic Drop\n\n\"This is a once in a generation truly anomalous quarter and we're very proud and we're sorry that our haters are disappointed but there are many more quarters to be disappointed, and we're working on that too.\" https://t.co/uk1WNYuvX0", "reply_text": null, "parent_text": null, "quoted_text": "$PLTR valuation makes ZERO sense \n\nBut then why do institutions keep buying it?\nWhat do they know that you don't?\n\nI work in BIG DATA analytics and let me share the secrets of Palantir in the most basic way\n\nPalantir has monopoly on Automated Governance, serving as the ultimate https://t.co/XGLRmO7rq8", "parent_author": null, "ret_m1d": -0.003093055252817445, "ret_signed_m1d": -0.003093055252817445, "alpha_spy_m1d": 0.003098178426203524, "alpha_c_m1d": 0.003098178426203524, "bench_spy_m1d": -0.006191233679020969, "bench_c_m1d": -0.006191233679020969, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0007733228094517486, "ret_signed_p1d": 0.0007733228094517486, "alpha_spy_p1d": 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{"unit_id": "quote:2015097824028025117", "ticker_idx": 0, "ts": "2026-01-24T16:22:14+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU Micron will provide both Standard & Custom HBM4/HBM4e chips → Higher-margin custom HBM4 for Nvidia & others for deep integration and proprietary features → Standard HBM4 sold to everyone else Dual revenue engine firing up", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish MU: dual HBM4/HBM4e revenue engine (custom high-margin for NVDA + standard for all others) seen as a strong growth catalyst.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "🚨 $MU Micron will provide both Standard & Custom HBM4/HBM4e chips\n\n→ Higher-margin custom HBM4 for Nvidia & others for deep integration and proprietary features\n→ Standard HBM4 sold to everyone else\n\nDual revenue engine firing up 🔥 https://t.co/HY91UIT01M", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": 0.02714026854416307, "ret_signed_m1d": 0.02714026854416307, "alpha_spy_m1d": 0.03219284216618923, "alpha_c_m1d": 0.023955902187538847, "bench_spy_m1d": -0.0050525736220261575, "bench_c_m1d": 0.003184366356624224, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05435759085969649, "ret_signed_p1d": 0.05435759085969649, "alpha_spy_p1d": 0.05037342548122559, "alpha_c_p1d": 0.03322025441476706, "bench_spy_p1d": 0.003984165378470905, "bench_c_p1d": 0.021137336444929433, "ret_p1w": 0.12518954482328515, "ret_signed_p1w": 0.12518954482328515, "alpha_spy_p1w": 0.12132088303871202, "alpha_c_p1w": 0.10224687963987589, "bench_spy_p1w": 0.003868661784573124, "bench_c_p1w": 0.02294266518340926, "ret_p1m": 0.07432730762902162, "ret_signed_p1m": 0.07432730762902162, "alpha_spy_p1m": 0.08209377282576924, "alpha_c_p1m": 0.02332686641656423, "bench_spy_p1m": -0.007766465196747618, "bench_c_p1m": 0.05100044121245739, "ret_p3m": 0.2385884502360145, "ret_signed_p3m": 0.2385884502360145, "alpha_spy_p3m": 0.21310263538827545, "alpha_c_p3m": 0.030399299103990085, "bench_spy_p3m": 0.02548581484773904, "bench_c_p3m": 0.2081891511320244, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.07432730762902162, "alpha_spy_stated": 0.08209377282576924, "alpha_c_stated": 0.02332686641656423, "price_path": [-0.4178, -0.4245, -0.4251, -0.397, -0.4399, -0.3898, -0.3877, -0.3888, -0.3493, -0.3806, -0.3708, -0.3913, -0.3659, -0.3784, -0.413, -0.4196, -0.4827, -0.4673, -0.4247, -0.4232, -0.4084, -0.4084, -0.3925, -0.3822, -0.3847, -0.3984, -0.4177, -0.3906, -0.3656, -0.3515, -0.3225, -0.336, -0.3805, -0.3898, -0.4027, -0.4206, -0.3615, -0.3168, -0.2894, -0.2902, -0.2635, -0.2635, -0.2684, -0.2434, -0.2479, -0.2665, -0.2665, -0.1893, -0.1977, -0.1174, -0.1273, -0.1595, -0.1131, -0.1111, -0.131, -0.1433, -0.1348, -0.0677, -0.0677, -0.0619, 0.0001, 0.0218, 0.0271, 0.0, 0.0544, 0.1187, 0.12, 0.0663, 0.1252, 0.078, -0.0249, -0.0159, 0.0144, -0.0144, -0.0407, 0.0546, 0.0639, 0.058, 0.058, 0.0275, 0.0819, 0.0726, 0.1004, 0.0819, 0.0743, 0.1026, 0.068, 0.0598, 0.0606, -0.0242, 0.03, 0.0205, -0.0483, 0.0006, 0.036, 0.0761, 0.0418, 0.0952, 0.1355, 0.1866, 0.1867, 0.1418, 0.0869, 0.0392, 0.0166, -0.018, -0.0864, -0.0819, -0.1726, -0.1314, -0.0542, -0.0583, -0.0583, -0.0287, -0.0292, 0.0458, 0.0838, 0.0814, 0.0968, 0.1973, 0.173, 0.1756, 0.1701, 0.153, 0.1554, 0.2534, 0.2386, 0.2772, 0.3487, 0.2966, 0.3331, 0.3297, 0.3941, 0.4822, 0.6461, 0.7139, 0.6626, 0.9202, 1.0449, 0.971, 1.0663, 0.9953, 0.8632, 0.7524, 0.7966, 0.8821, 0.9595, 0.931, 0.931, 1.3035, 1.3871, 1.3745, 1.4966, 1.6625, 1.736, 1.7758, 1.5609, 1.2215, 1.4408, 1.4063, 1.2932, 1.5606, 1.5239, 1.7974, 1.6246, 1.6822, 1.9157, 1.9157, 2.1147, 1.7043, 1.7043, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2016189684716863842", "ticker_idx": 0, "ts": "2026-01-27T16:40:54+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$500 is inevitable", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish MU to $500+ on HBM platform shift; calls $500 inevitable as DRAM/NAND prices bottom and HBM sales surge.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "🔥 $MU $409+\n\nMicron now sits on a new platform called HBM. DRAM is now in the past.\n\n$500 is inevitable. https://t.co/YZxSD8puUm", "reply_text": null, "parent_text": null, "quoted_text": "Here's the P/E and P/S Ratio of $MU that enables AI GPUs with super fast High Bandwith Memory Cubes. Their HBM sales grew 50% sequentially and DRAM/NAND prices have bottomed. Micron intends to take at least 27% of the whole HBM market.\n\nForward P/E ratio: 10.41\nForward P/S ratio https://t.co/TSLBx04ENf", "parent_author": null, "ret_m1d": -0.05155517571166213, "ret_signed_m1d": -0.05155517571166213, "alpha_spy_m1d": -0.047586820914981676, "alpha_c_m1d": -0.03085537785830117, "bench_spy_m1d": -0.003968354796680451, "bench_c_m1d": -0.020699797853360957, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.06103750519364337, "ret_signed_p1d": 0.06103750519364337, "alpha_spy_p1d": 0.06113816977396824, "alpha_c_p1d": 0.03800495790619718, "bench_spy_p1d": -0.0001006645803248718, "bench_c_p1d": 0.023032547287446192, "ret_p1w": 0.02242597155829551, "ret_signed_p1w": 0.02242597155829551, "alpha_spy_p1w": 0.030995429942269892, "alpha_c_p1w": 0.04592506873255886, "bench_spy_p1w": -0.008569458383974382, "bench_c_p1w": -0.02349909717426335, "ret_p1m": 0.04572936464931909, "ret_signed_p1m": 0.04572936464931909, "alpha_spy_p1m": 0.04909382018892361, "alpha_c_p1m": -0.0007040390636565697, "bench_spy_p1m": -0.003364455539604516, "bench_c_p1m": 0.04643340371297566, "ret_p3m": 0.2113121292028881, "ret_signed_p3m": 0.2113121292028881, "alpha_spy_p3m": 0.18198053495825528, "alpha_c_p3m": -0.032248343335862684, "bench_spy_p3m": 0.02933159424463283, "bench_c_p3m": 0.2435604725387508, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.04572936464931909, "alpha_spy_stated": 0.04909382018892361, "alpha_c_stated": -0.0007040390636565697, "price_path": [-0.4542, -0.4548, -0.4281, -0.4687, -0.4213, -0.4193, -0.4203, -0.3828, -0.4125, -0.4033, -0.4226, -0.3986, -0.4105, -0.4432, -0.4495, -0.5093, -0.4947, -0.4544, -0.4529, -0.4389, -0.4389, -0.4238, -0.4141, -0.4165, -0.4294, -0.4477, -0.422, -0.3984, -0.385, -0.3574, -0.3702, -0.4124, -0.4213, -0.4335, -0.4505, -0.3944, -0.3521, -0.3261, -0.3268, -0.3015, -0.3015, -0.3061, -0.2824, -0.2867, -0.3043, -0.3043, -0.2311, -0.2391, -0.1629, -0.1723, -0.2029, -0.1588, -0.1569, -0.1758, -0.1874, -0.1794, -0.1158, -0.1158, -0.1103, -0.0515, -0.0309, -0.0258, -0.0516, 0.0, 0.061, 0.0623, 0.0113, 0.0672, 0.0224, -0.0752, -0.0667, -0.0379, -0.0652, -0.0902, 0.0002, 0.0091, 0.0035, 0.0035, -0.0255, 0.0261, 0.0173, 0.0437, 0.0262, 0.0189, 0.0457, 0.013, 0.0052, 0.0059, -0.0745, -0.0231, -0.0322, -0.0974, -0.051, -0.0174, 0.0206, -0.0119, 0.0387, 0.0769, 0.1254, 0.1255, 0.083, 0.0309, -0.0144, -0.0359, -0.0686, -0.1335, -0.1292, -0.2153, -0.1761, -0.103, -0.1069, -0.1069, -0.0788, -0.0792, -0.0081, 0.0279, 0.0257, 0.0402, 0.1356, 0.1126, 0.115, 0.1097, 0.0935, 0.0959, 0.1888, 0.1747, 0.2113, 0.2792, 0.2298, 0.2643, 0.2612, 0.3222, 0.4057, 0.5612, 0.6256, 0.5769, 0.8212, 0.9395, 0.8694, 0.9597, 0.8924, 0.7672, 0.662, 0.704, 0.785, 0.8585, 0.8314, 0.8314, 1.1847, 1.264, 1.2521, 1.3679, 1.5252, 1.5949, 1.6327, 1.4289, 1.107, 1.3149, 1.2823, 1.175, 1.4286, 1.3938, 1.6532, 1.4892, 1.5439, 1.7654, 1.7654, 1.9541, 1.5649, 1.5649, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2017431048997810650", "ticker_idx": 0, "ts": "2026-01-31T02:53:38+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "It makes little sense to drive the leading AI inference player down to a single-digit forward P/E while the CEO publicly confirms that Micron can meet only 50–67% of major customer demand right now. Even if it dips more, I doubt this pullback will last.", "tweet_type": "analysis", "timeline": "weeks", "summary": "Bullish MU: single-digit forward P/E unwarranted when CEO confirms only 50–67% of demand can be met; pullback won't last.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU Is the dip you've been waiting for?\n\nIn my opinion, It makes little sense to drive the leading AI inference player down to a single-digit forward P/E  while the CEO publicly confirms that Micron can meet only 50–67% of major customer demand right now. Even if it dips more, I doubt this pullback will last.\n\nOf course, I'm not Mr. Market, just a speculator.", "reply_text": null, "parent_text": null, "quoted_text": "$MU How acute is that shortage?\n\n\"For several of our key customers, in the medium term, we are able to support 50% to 2/3 of their demands.\"\n\n\"That's why we're really focused on bringing up the supply.\" (Referring to the megafab constructions in ID and NY)\n\n-Micron CEO Sanjay https://t.co/nGuXimO3on", "parent_author": null, "ret_m1d": -0.05235266083794998, "ret_signed_m1d": -0.05235266083794998, "alpha_spy_m1d": -0.047406028910000564, "alpha_c_m1d": -0.041297902517165586, "bench_spy_m1d": -0.004946631927949419, "bench_c_m1d": -0.011054758320784397, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04193689928580624, "ret_signed_p1d": -0.04193689928580624, "alpha_spy_p1d": -0.03348151338463368, "alpha_c_p1d": -0.016714435589620935, "bench_spy_p1d": -0.008455385901172563, "bench_c_p1d": -0.025222463696185304, "ret_p1w": -0.12402922326843191, "ret_signed_p1w": -0.12402922326843191, "alpha_spy_p1w": -0.12192975910208703, "alpha_c_p1w": -0.12079367330086299, "bench_spy_p1w": -0.0020994641663448776, "bench_c_p1w": -0.003235549967568918, "ret_p1m": -0.13275465511876516, "ret_signed_p1m": -0.13275465511876516, "alpha_spy_p1m": -0.11106975086082527, "alpha_c_p1m": -0.09130552010513115, "bench_spy_p1m": -0.021684904257939897, "bench_c_p1m": -0.04144913501363401, "ret_p3m": 0.1817661968369726, "ret_signed_p3m": 0.1817661968369726, "alpha_spy_p3m": 0.14551033714901407, "alpha_c_p3m": -0.060285914113651806, "bench_spy_p3m": 0.036255859687958525, "bench_c_p3m": 0.2420521109506244, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.13275465511876516, "alpha_spy_stated": -0.11106975086082527, "alpha_c_stated": -0.09130552010513115, "price_path": [-0.4577, -0.4558, -0.4568, -0.4217, -0.4495, -0.4408, -0.459, -0.4364, -0.4476, -0.4783, -0.4842, -0.5402, -0.5265, -0.4887, -0.4873, -0.4743, -0.4743, -0.4601, -0.451, -0.4532, -0.4654, -0.4825, -0.4584, -0.4362, -0.4237, -0.3979, -0.4099, -0.4494, -0.4577, -0.4691, -0.4851, -0.4325, -0.3928, -0.3685, -0.3692, -0.3454, -0.3454, -0.3498, -0.3276, -0.3316, -0.3481, -0.3481, -0.2795, -0.287, -0.2156, -0.2244, -0.253, -0.2118, -0.21, -0.2277, -0.2386, -0.2311, -0.1714, -0.1714, -0.1663, -0.1112, -0.0919, -0.0871, -0.1113, -0.063, -0.0058, -0.0046, -0.0524, 0.0, -0.0419, -0.1334, -0.1254, -0.0985, -0.124, -0.1474, -0.0627, -0.0544, -0.0597, -0.0597, -0.0868, -0.0385, -0.0467, -0.022, -0.0384, -0.0452, -0.0201, -0.0508, -0.0581, -0.0574, -0.1328, -0.0846, -0.0931, -0.1542, -0.1107, -0.0792, -0.0437, -0.0741, -0.0267, 0.0091, 0.0546, 0.0547, 0.0148, -0.034, -0.0764, -0.0966, -0.1272, -0.1881, -0.1841, -0.2647, -0.228, -0.1594, -0.1631, -0.1631, -0.1368, -0.1372, -0.0706, -0.0368, -0.0389, -0.0253, 0.0641, 0.0425, 0.0448, 0.0399, 0.0247, 0.0269, 0.1139, 0.1008, 0.1351, 0.1987, 0.1524, 0.1847, 0.1818, 0.239, 0.3173, 0.4629, 0.5232, 0.4776, 0.7065, 0.8174, 0.7517, 0.8364, 0.7733, 0.6559, 0.5574, 0.5967, 0.6727, 0.7415, 0.7161, 0.7161, 1.0472, 1.1215, 1.1103, 1.2188, 1.3662, 1.4316, 1.4669, 1.276, 0.9744, 1.1692, 1.1386, 1.038, 1.2757, 1.2431, 1.4862, 1.3325, 1.3838, 1.5913, 1.5913, 1.7681, 1.4034, 1.4034, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2010409673292386537", "ticker_idx": 0, "ts": "2026-01-11T17:53:12+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU Bargain of the Century", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Bullish MU on cheap valuation + HBM/DRAM/NAND tailwinds; bullish PLTR as value accrues to ontology/AI software per Karp's thesis.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "If you haven't noticed... $MU $PLTR\n\n\"All of the value in the market is going to go to CHIPS and what we call the ONTOLOGY.\"  -Palantir CEO Alex Karp.\n\nAnd the market is proving him right, BIG TIME\n\nhttps://t.co/noBMhJjFDc", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": -0.0022551554638750027, "ret_signed_m1d": -0.0022551554638750027, "alpha_spy_m1d": -0.0006871848559977245, "alpha_c_m1d": 0.0014309204791634889, "bench_spy_m1d": -0.0015679706078772782, "bench_c_m1d": -0.0036860759430384915, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.02237836632576584, "ret_signed_p1d": -0.02237836632576584, "alpha_spy_p1d": -0.02037885956038399, "alpha_c_p1d": -0.024605354266768242, "bench_spy_p1d": -0.0019995067653818532, "bench_c_p1d": 0.0022269879410024007, "ret_p1w": 0.048804501907498965, "ret_signed_p1w": 0.048804501907498965, "alpha_spy_p1w": 0.0538393257897285, "alpha_c_p1w": 0.02389790564702321, "bench_spy_p1w": -0.005034823882229533, "bench_c_p1w": 0.024906596260475755, "ret_p1m": 0.0791626830559422, "ret_signed_p1m": 0.0791626830559422, "alpha_spy_p1m": 0.08353577108772958, "alpha_c_p1m": 0.043069901682523115, "bench_spy_p1m": -0.0043730880317873755, "bench_c_p1m": 0.03609278137341909, "ret_p3m": 0.21920688403241706, "ret_signed_p3m": 0.21920688403241706, "alpha_spy_p3m": 0.2384732213699422, "alpha_c_p3m": 0.11771199455102921, "bench_spy_p3m": -0.01926633733752514, "bench_c_p3m": 0.10149488948138785, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.0791626830559422, "alpha_spy_stated": 0.08353577108772958, "alpha_c_stated": 0.043069901682523115, "price_path": [-0.4453, -0.4147, -0.4151, -0.4024, -0.4154, -0.4264, -0.4026, -0.367, -0.3639, -0.3587, -0.345, -0.3526, -0.3533, -0.3217, -0.3699, -0.3136, -0.3112, -0.3124, -0.2679, -0.3032, -0.2922, -0.3152, -0.2866, -0.3007, -0.3396, -0.3471, -0.418, -0.4007, -0.3528, -0.3511, -0.3345, -0.3345, -0.3166, -0.305, -0.3079, -0.3233, -0.345, -0.3144, -0.2864, -0.2705, -0.2379, -0.253, -0.3031, -0.3136, -0.328, -0.3482, -0.2817, -0.2315, -0.2006, -0.2016, -0.1715, -0.1715, -0.1769, -0.1489, -0.1539, -0.1748, -0.1748, -0.088, -0.0975, -0.0071, -0.0183, -0.0545, -0.0023, 0.0, -0.0224, -0.0362, -0.0267, 0.0488, 0.0488, 0.0553, 0.125, 0.1495, 0.1555, 0.125, 0.1861, 0.2585, 0.26, 0.1995, 0.2658, 0.2127, 0.0969, 0.107, 0.1412, 0.1088, 0.0792, 0.1864, 0.1969, 0.1902, 0.1902, 0.1559, 0.2171, 0.2067, 0.238, 0.2171, 0.2086, 0.2404, 0.2015, 0.1923, 0.1931, 0.0978, 0.1587, 0.148, 0.0706, 0.1256, 0.1655, 0.2105, 0.172, 0.2321, 0.2774, 0.3349, 0.335, 0.2845, 0.2227, 0.1691, 0.1436, 0.1047, 0.0277, 0.0328, -0.0692, -0.0228, 0.064, 0.0593, 0.0593, 0.0927, 0.0921, 0.1765, 0.2192, 0.2165, 0.2338, 0.3469, 0.3196, 0.3225, 0.3163, 0.297, 0.2998, 0.41, 0.3934, 0.4367, 0.5173, 0.4586, 0.4996, 0.4959, 0.5683, 0.6674, 0.8518, 0.9281, 0.8704, 1.1601, 1.3005, 1.2173, 1.3245, 1.2446, 1.0961, 0.9713, 1.0211, 1.1173, 1.2044, 1.1722, 1.1722, 1.5913, 1.6854, 1.6713, 1.8086, 1.9952, 2.0779, 2.1226, 1.8809, 1.4991, 1.7458, 1.707, 1.5797, 1.8805, 1.8393, 2.147, 1.9525, 2.0174, 2.28, 2.28, 2.5039, 2.0422, 2.0422, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2010409673292386537", "ticker_idx": 1, "ts": "2026-01-11T17:53:12+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "All of the value in the market is going to go to CHIPS and what we call the ONTOLOGY. And the market is proving him right, BIG TIME", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Bullish MU on cheap valuation + HBM/DRAM/NAND tailwinds; bullish PLTR as value accrues to ontology/AI software per Karp's thesis.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "If you haven't noticed... $MU $PLTR\n\n\"All of the value in the market is going to go to CHIPS and what we call the ONTOLOGY.\"  -Palantir CEO Alex Karp.\n\nAnd the market is proving him right, BIG TIME\n\nhttps://t.co/noBMhJjFDc", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": -0.010701734182901657, "ret_signed_m1d": -0.010701734182901657, "alpha_spy_m1d": -0.009133763575024378, "alpha_c_m1d": -0.009133763575024378, "bench_spy_m1d": -0.0015679706078772782, "bench_c_m1d": -0.0015679706078772782, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0025082043311792646, "ret_signed_p1d": -0.0025082043311792646, "alpha_spy_p1d": -0.0005086975657974113, "alpha_c_p1d": -0.0005086975657974113, "bench_spy_p1d": -0.0019995067653818532, "bench_c_p1d": -0.0019995067653818532, "ret_p1w": -0.0470988059515145, "ret_signed_p1w": -0.0470988059515145, "alpha_spy_p1w": -0.042063982069284966, "alpha_c_p1w": -0.042063982069284966, "bench_spy_p1w": -0.005034823882229533, "bench_c_p1w": -0.005034823882229533, "ret_p1m": -0.22239567661131565, "ret_signed_p1m": -0.22239567661131565, "alpha_spy_p1m": -0.21802258857952828, "alpha_c_p1m": -0.21802258857952828, "bench_spy_p1m": -0.0043730880317873755, "bench_c_p1m": -0.0043730880317873755, "ret_p3m": -0.27267151870237105, "ret_signed_p3m": -0.27267151870237105, "alpha_spy_p3m": -0.2534051813648459, "alpha_c_p3m": -0.2534051813648459, "bench_spy_p3m": -0.01926633733752514, "bench_c_p3m": -0.01926633733752514, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.22239567661131565, "alpha_spy_stated": -0.21802258857952828, "alpha_c_stated": -0.21802258857952828, "price_path": [0.0012, -0.0072, -0.007, 0.0122, 0.0117, -0.0218, 0.006, 0.0291, 0.0545, 0.0568, 0.1081, 0.0844, 0.1174, 0.1548, 0.0632, 0.0473, -0.0243, -0.0082, 0.0791, 0.0644, 0.0265, -0.0405, -0.0301, -0.0455, -0.0673, -0.078, -0.1319, -0.1369, -0.0956, -0.0884, -0.076, -0.076, -0.0611, -0.0664, -0.0486, -0.0186, -0.0083, 0.0131, 0.0116, 0.0135, 0.0474, 0.0453, 0.0232, 0.0214, 0.0465, -0.0118, 0.035, 0.0779, 0.0812, 0.082, 0.0823, 0.0823, 0.0518, 0.0266, 0.008, -0.0093, -0.0093, -0.0644, -0.0299, 0.0017, 0.0127, -0.0142, -0.0107, 0.0, -0.0025, -0.0056, -0.013, -0.0471, -0.0471, -0.0606, -0.0785, -0.0753, -0.0547, -0.0666, -0.0764, -0.123, -0.1536, -0.1829, -0.1764, -0.12, -0.2222, -0.2753, -0.2425, -0.2034, -0.2224, -0.2437, -0.2803, -0.2675, -0.2675, -0.2586, -0.2454, -0.2481, -0.2462, -0.2721, -0.2819, -0.252, -0.2423, -0.2353, -0.1908, -0.1794, -0.1461, -0.149, -0.124, -0.1281, -0.1576, -0.155, -0.1444, -0.1586, -0.1488, -0.1356, -0.1485, -0.1323, -0.1601, -0.1035, -0.1373, -0.1363, -0.1775, -0.2026, -0.2333, -0.1847, -0.1835, -0.1725, -0.1725, -0.1755, -0.1635, -0.2154, -0.2727, -0.2862, -0.2622, -0.2436, -0.2077, -0.2043, -0.184, -0.1868, -0.1864, -0.1493, -0.2109, -0.2024, -0.2024, -0.2131, -0.231, -0.2246, -0.197, -0.1861, -0.2425, -0.2543, -0.2361, -0.2319, -0.237, -0.242, -0.2751, -0.2546, -0.2532, -0.2468, -0.2461, -0.2355, -0.2341, -0.2371, -0.2371, -0.2386, -0.2614, -0.201, -0.1275, -0.1046, -0.1518, -0.2074, -0.2102, -0.2446, -0.2393, -0.2639, -0.2742, -0.2694, -0.2866, -0.2491, -0.2573, -0.2719, -0.2839, -0.2839, -0.3339, -0.3495, -0.3495, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:1994678712114319690", "ticker_idx": 0, "ts": "2025-11-29T08:03:58+00:00", "symbol": "META", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$674.6 is the next stop. Great bounce since the (D) BLUE candle", "tweet_type": "prediction", "timeline": "days", "summary": "Bullish META with $674.6 as next price target following bounce off daily Blue candle signal.", "resolved_tickers": ["META"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "original", "lang": "en", "tweet_text": "🟦 $META Mind the earnings gap! $674.6 is the next stop. Great bounce since the (D) BLUE candle 💰💴\n\n250+ Daily BLUE Candle Alerts. Free Trial:\nhttps://t.co/ZQDP5HCFyq https://t.co/5nj83lZWRY", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.01104750068176763, "ret_signed_m1d": 0.01104750068176763, "alpha_spy_m1d": 0.0064610912646201335, "alpha_c_m1d": 0.006345687496795982, "bench_spy_m1d": 0.004586409417147497, "bench_c_m1d": 0.004701813184971648, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.009721109283727714, "ret_signed_p1d": 0.009721109283727714, "alpha_spy_p1d": 0.007868922877820594, "alpha_c_p1d": 0.006412331591600484, "bench_spy_p1d": 0.0018521864059071191, "bench_c_p1d": 0.0033087776921272294, "ret_p1w": 0.040460619037397505, "ret_signed_p1w": 0.040460619037397505, "alpha_spy_p1w": 0.035521394978116794, "alpha_c_p1w": 0.028183647492000752, "bench_spy_p1w": 0.004939224059280711, "bench_c_p1w": 0.012276971545396753, "ret_p1m": 0.0399818539038741, "ret_signed_p1m": 0.0399818539038741, "alpha_spy_p1m": 0.027089916415029558, "alpha_c_p1m": 0.006695397490695809, "bench_spy_p1m": 0.01289193748884454, "bench_c_p1m": 0.03328645641317829, "ret_p3m": 0.026020703584226368, "ret_signed_p3m": 0.026020703584226368, "alpha_spy_p3m": 0.009752510900751687, "alpha_c_p3m": 0.006448494581980935, "bench_spy_p3m": 0.01626819268347468, "bench_c_p3m": 0.019572209002245433, "ret_p6m": -0.0429195659297974, "ret_signed_p6m": -0.0429195659297974, "alpha_spy_p6m": -0.15257290926014866, "alpha_c_p6m": -0.05549261281788942, "bench_spy_p6m": 0.10965334333035126, "bench_c_p6m": 0.012573046888092021, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": 0.040460619037397505, "alpha_spy_stated": 0.035521394978116794, "alpha_c_stated": 0.028183647492000752, "price_path": [0.1493, 0.1674, 0.1733, 0.1731, 0.194, 0.1726, 0.1709, 0.1782, 0.1924, 0.2147, 0.2096, 0.2167, 0.2137, 0.1939, 0.1787, 0.1869, 0.1686, 0.1605, 0.16, 0.1459, 0.1193, 0.1345, 0.1087, 0.1167, 0.1127, 0.1201, 0.1446, 0.1005, 0.1168, 0.1058, 0.1196, 0.1111, 0.1187, 0.1425, 0.1442, 0.1444, 0.1453, 0.1521, 0.1716, 0.1725, 0.1729, 0.0399, 0.0117, -0.0049, -0.0211, -0.0077, -0.0342, -0.0299, -0.0142, -0.0215, -0.0497, -0.0483, -0.049, -0.0606, -0.0674, -0.0789, -0.0807, -0.0727, -0.0434, -0.0073, -0.0113, -0.0113, 0.011, 0.0, 0.0097, -0.002, 0.0322, 0.0508, 0.0405, 0.0251, 0.0144, 0.0185, 0.0052, 0.0112, 0.0262, 0.0143, 0.0376, 0.0288, 0.033, 0.0384, 0.0425, 0.0425, 0.0358, 0.0286, 0.04, 0.0308, 0.0308, 0.0157, 0.0288, 0.0317, 0.013, 0.0089, 0.0199, 0.0025, -0.0145, -0.0388, -0.0305, -0.0314, -0.0314, -0.0566, -0.0428, 0.0114, 0.0288, 0.05, 0.0509, 0.0443, 0.153, 0.1189, 0.1032, 0.0802, 0.0447, 0.0466, 0.033, 0.0576, 0.0474, 0.0443, 0.0148, -0.0009, -0.0009, -0.0017, 0.0045, 0.0069, 0.0239, -0.0048, -0.0016, 0.0208, 0.026, 0.0122, 0.0206, 0.023, 0.0428, 0.0316, 0.007, 0.011, 0.0214, 0.0227, -0.0034, -0.0416, -0.0193, -0.0268, -0.0377, -0.0517, -0.0721, -0.0559, -0.0733, -0.0702, -0.1442, -0.1783, -0.1616, -0.1058, -0.0947, -0.1021, -0.1021, -0.1044, -0.1012, -0.0428, -0.0178, -0.0155, -0.0082, 0.0355, 0.0497, 0.0579, 0.0762, 0.0486, 0.0454, 0.0546, 0.0302, 0.0551, 0.0607, 0.0493, 0.0458, -0.0436, -0.0485, -0.0459, -0.0545, -0.0421, -0.0359, -0.0472, -0.064, -0.0575, -0.0362, -0.0334, -0.04, -0.0447, -0.0581, -0.0543, -0.0507, -0.0462, -0.0462, -0.0429]}
{"unit_id": "reply:2022780955757547664", "ticker_idx": 0, "ts": "2026-02-14T21:12:15+00:00", "symbol": "Sandisk", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "AI context requires a tons of storage so SSDs are good to go", "tweet_type": "prediction", "timeline": "years", "summary": "Bullish SanDisk: AI storage demand drives SSD growth over the next few years.", "resolved_tickers": ["SNDK"], "resolution_method": "exchange_ticker", "resolution_reason": "SanDisk spun off from WDC, trades as SNDK on Nasdaq", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@bobrandy_kr AI context requires a tons of storage so SSDs are good to go.", "reply_text": null, "parent_text": "@TradexWhisperer What do you think about sandisk and its potential for the next few years?", "quoted_text": null, "parent_author": "bobrandy_kr", "ret_m1d": 0.06090514412280745, "ret_signed_m1d": 0.06090514412280745, "alpha_spy_m1d": 0.06251602800806488, "alpha_c_m1d": 0.060331490054962966, "bench_spy_m1d": -0.0016108838852574303, "bench_c_m1d": 0.0005736540678444868, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.016610503246771602, "ret_signed_p1d": 0.016610503246771602, "alpha_spy_p1d": 0.011572795696194849, "alpha_c_p1d": 0.006357985792598164, "bench_spy_p1d": 0.005037707550576753, "bench_c_p1d": 0.010252517454173438, "ret_p1w": 0.08115611591170824, "ret_signed_p1w": 0.08115611591170824, "alpha_spy_p1w": 0.07456611187438944, "alpha_c_p1w": 0.0751335706817553, "bench_spy_p1w": 0.006590004037318797, "bench_c_p1w": 0.006022545229952936, "ret_p1m": 0.27616445955639524, "ret_signed_p1m": 0.27616445955639524, "alpha_spy_p1m": 0.3075329794149624, "alpha_c_p1m": 0.2870619128876464, "bench_spy_p1m": -0.031368519858567145, "bench_c_p1m": -0.010897453331251139, "ret_p3m": 1.383396131570704, "ret_signed_p3m": 1.383396131570704, "alpha_spy_p3m": 1.2979619562651665, "alpha_c_p3m": 1.1181310772912512, "bench_spy_p3m": 0.08543417530553743, "bench_c_p3m": 0.2652650542794528, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.6682, -0.6609, -0.6157, -0.6266, -0.6359, -0.6359, -0.6219, -0.6441, -0.6523, -0.6709, -0.6388, -0.6131, -0.6182, -0.6284, -0.6057, -0.5909, -0.6509, -0.6582, -0.6456, -0.6498, -0.6284, -0.5977, -0.5918, -0.5853, -0.5766, -0.5766, -0.5766, -0.5864, -0.5933, -0.5981, -0.5981, -0.534, -0.5359, -0.408, -0.4013, -0.4335, -0.361, -0.3409, -0.34, -0.3434, -0.3071, -0.2996, -0.2996, -0.2328, -0.1512, -0.1476, -0.1977, -0.2028, -0.1848, -0.1066, -0.0868, -0.0243, 0.1264, 0.1777, -0.0102, -0.0244, 0.0125, -0.0122, -0.0829, 0.0148, 0.0672, 0.0609, 0.0609, 0.0, 0.0166, 0.0516, 0.1005, 0.1285, 0.0812, 0.0708, 0.1038, 0.0758, 0.0482, -0.0426, 0.0143, -0.0423, -0.1071, -0.0031, 0.0479, 0.1098, 0.0478, 0.1203, 0.1914, 0.2194, 0.2762, 0.3073, 0.2017, 0.1895, 0.1895, 0.1478, 0.0213, 0.0427, -0.0306, 0.0758, 0.1729, 0.1879, 0.1879, 0.227, 0.2035, 0.3222, 0.4419, 0.4422, 0.6128, 0.5992, 0.5099, 0.5569, 0.5594, 0.5459, 0.5298, 0.6578, 0.5788, 0.6761, 0.8121, 0.6972, 0.8019, 0.8566, 1.0099, 1.1264, 1.3812, 1.3874, 1.2688, 1.6454, 1.6204, 1.4586, 1.4505, 1.3413, 1.3834, 1.2571, 1.3422, 1.3579, 1.6114, 1.5038, 1.5038, 1.6915, 1.6921, 1.7797, 1.87, 1.9825, 1.9062, 2.1011, 1.9795, 1.6403, 1.7803, 1.788, 1.7824, 2.1858, 2.3527, 2.5691, 2.3721, 2.3167, 2.6993, 2.6993, 2.8499, 2.3248, 2.3248, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:1983693923399954919", "ticker_idx": 0, "ts": "2025-10-30T00:34:21+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$PLTR $213 Incoming", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish PLTR with $213 price target incoming.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "🔥 $PLTR $213 Incoming https://t.co/kNRWKMSq8B", "reply_text": null, "parent_text": null, "quoted_text": "$PLTR valuation makes ZERO sense \n\nBut then why do institutions keep buying it?\nWhat do they know that you don't?\n\nI work in BIG DATA analytics and let me share the secrets of Palantir in the most basic way\n\nPalantir has monopoly on Automated Governance, serving as the ultimate https://t.co/XGLRmO7rq8", "parent_author": null, "ret_m1d": 0.02189665607819391, "ret_signed_m1d": 0.02189665607819391, "alpha_spy_m1d": 0.01077634573350994, "alpha_c_m1d": 0.01077634573350994, "bench_spy_m1d": 0.01112031034468397, "bench_c_m1d": 0.01112031034468397, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0304291856904797, "ret_signed_p1d": 0.0304291856904797, "alpha_spy_p1d": 0.02714896389983501, "alpha_c_p1d": 0.02714896389983501, "bench_spy_p1d": 0.0032802217906446884, "bench_c_p1d": 0.0032802217906446884, "ret_p1w": -0.10023130143468695, "ret_signed_p1w": -0.10023130143468695, "alpha_spy_p1w": -0.08622780685244813, "alpha_c_p1w": -0.08622780685244813, "bench_spy_p1w": -0.014003494582238818, "bench_c_p1w": -0.014003494582238818, "ret_p1m": -0.13415577329275097, "ret_signed_p1m": -0.13415577329275097, "alpha_spy_p1m": -0.1393923057445512, "alpha_c_p1m": -0.1393923057445512, "bench_spy_p1m": 0.005236532451800224, "bench_c_p1m": 0.005236532451800224, "ret_p3m": -0.14829095682841187, "ret_signed_p3m": -0.14829095682841187, "alpha_spy_p3m": -0.1743489677626051, "alpha_c_p3m": -0.1743489677626051, "bench_spy_p3m": 0.026058010934193243, "bench_c_p3m": 0.026058010934193243, "ret_p6m": -0.2645078689624941, "ret_signed_p6m": -0.2645078689624941, "alpha_spy_p6m": -0.3206617971448641, "alpha_c_p6m": -0.3206617971448641, "bench_spy_p6m": 0.05615392818236997, "bench_c_p6m": 0.05615392818236997, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.13415577329275097, "alpha_spy_stated": -0.1393923057445512, "alpha_c_stated": -0.1393923057445512, "price_path": [-0.1742, -0.1094, -0.0772, -0.0635, -0.039, -0.061, -0.039, -0.0523, -0.0695, -0.0893, -0.1055, -0.1892, -0.1981, -0.1972, -0.1841, -0.1921, -0.1731, -0.1944, -0.1873, -0.1945, -0.1945, -0.1925, -0.2038, -0.1974, -0.213, -0.1976, -0.1655, -0.1429, -0.1552, -0.1188, -0.12, -0.1249, -0.1348, -0.0904, -0.0625, -0.0782, -0.0617, -0.077, -0.0793, -0.0873, -0.0806, -0.0623, -0.0493, -0.0386, -0.1104, -0.0772, -0.0636, -0.0565, -0.0467, -0.0982, -0.0891, -0.0761, -0.0767, -0.0845, -0.0843, -0.0666, -0.067, -0.098, -0.0723, -0.051, -0.0276, -0.0254, 0.0219, 0.0, 0.0304, 0.0649, -0.0196, -0.0342, -0.1002, -0.0854, -0.0048, -0.0185, -0.0534, -0.1152, -0.1056, -0.1198, -0.1399, -0.1497, -0.1995, -0.2041, -0.166, -0.1593, -0.1479, -0.1479, -0.1342, -0.1391, -0.1226, -0.0949, -0.0855, -0.0657, -0.0671, -0.0653, -0.0341, -0.036, -0.0564, -0.0581, -0.035, -0.0887, -0.0455, -0.006, -0.0029, -0.0022, -0.002, -0.002, -0.03, -0.0533, -0.0705, -0.0864, -0.0864, -0.1372, -0.1054, -0.0763, -0.0662, -0.0909, -0.0877, -0.0778, -0.0801, -0.083, -0.0898, -0.1213, -0.1213, -0.1337, -0.1502, -0.1473, -0.1282, -0.1392, -0.1483, -0.1912, -0.2194, -0.2465, -0.2405, -0.1885, -0.2828, -0.3317, -0.3015, -0.2654, -0.2829, -0.3026, -0.3363, -0.3245, -0.3245, -0.3163, -0.3041, -0.3067, -0.3049, -0.3287, -0.3378, -0.3103, -0.3013, -0.2948, -0.2538, -0.2433, -0.2126, -0.2153, -0.1922, -0.1959, -0.2231, -0.2208, -0.211, -0.2241, -0.215, -0.2029, -0.2148, -0.1998, -0.2255, -0.1733, -0.2044, -0.2035, -0.2415, -0.2647, -0.293, -0.2481, -0.247, -0.2369, -0.2369, -0.2396, -0.2286, -0.2765, -0.3293, -0.3418, -0.3196, -0.3025, -0.2693, -0.2662, -0.2475, -0.2501, -0.2497, -0.2155, -0.2723, -0.2645]}
{"unit_id": "quote:2023805932099281052", "ticker_idx": 0, "ts": "2026-02-17T17:05:09+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "When stock won't fall on bad news, it's often a BOTTOM. Michael Burry is Fucked", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish PLTR: stock held +0.7% against Burry's short reports — classic 'won't fall on bad news = bottom' signal; Burry's short will fail.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "$PLTR Burry flooded X & Substack with short reports all weekend. Result? +0.7%, an actual gain.\n\nOld Wall Street rule: When stock won't fall on bad news, it's often a BOTTOM. Michael Burry is Fucked https://t.co/7zonmMCDxI", "reply_text": null, "parent_text": null, "quoted_text": "$PLTR valuation makes ZERO sense \n\nBut then why do institutions keep buying it?\nWhat do they know that you don't?\n\nI work in BIG DATA analytics and let me share the secrets of Palantir in the most basic way\n\nPalantir has monopoly on Automated Governance, serving as the ultimate https://t.co/XGLRmO7rq8", "parent_author": null, "ret_m1d": -0.012103447290934155, "ret_signed_m1d": -0.012103447290934155, "alpha_spy_m1d": -0.010492563405676725, "alpha_c_m1d": -0.010492563405676725, "bench_spy_m1d": -0.0016108838852574303, "bench_c_m1d": -0.0016108838852574303, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.017741696997074508, "ret_signed_p1d": 0.017741696997074508, "alpha_spy_p1d": 0.012703989446497754, "alpha_c_p1d": 0.012703989446497754, "bench_spy_p1d": 0.005037707550576753, "bench_c_p1d": 0.005037707550576753, "ret_p1w": -0.031423904678340886, "ret_signed_p1w": -0.031423904678340886, "alpha_spy_p1w": -0.03801390871565968, "alpha_c_p1w": -0.03801390871565968, "bench_spy_p1w": 0.006590004037318797, "bench_c_p1w": 0.006590004037318797, "ret_p1m": 0.14847390892836443, "ret_signed_p1m": 0.14847390892836443, "alpha_spy_p1m": 0.17984242878693157, "alpha_c_p1m": 0.17984242878693157, "bench_spy_p1m": -0.031368519858567145, "bench_c_p1m": -0.031368519858567145, "ret_p3m": 0.00729214546344692, "ret_signed_p3m": 0.00729214546344692, "alpha_spy_p3m": -0.07814202984209051, "alpha_c_p3m": -0.07814202984209051, "bench_spy_p3m": 0.08543417530553743, "bench_c_p3m": 0.08543417530553743, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.14847390892836443, "alpha_spy_stated": 0.17984242878693157, "alpha_c_stated": 0.17984242878693157, "price_path": [0.1708, 0.1641, 0.2197, 0.2295, 0.2462, 0.2462, 0.2664, 0.2591, 0.2832, 0.3237, 0.3375, 0.3664, 0.3644, 0.367, 0.4126, 0.4099, 0.38, 0.3776, 0.4114, 0.3328, 0.396, 0.4538, 0.4583, 0.4594, 0.4597, 0.4597, 0.4187, 0.3846, 0.3595, 0.3363, 0.3363, 0.2619, 0.3084, 0.351, 0.3658, 0.3296, 0.3343, 0.3487, 0.3454, 0.3412, 0.3312, 0.2852, 0.2852, 0.267, 0.2429, 0.2472, 0.275, 0.259, 0.2457, 0.1829, 0.1416, 0.102, 0.1108, 0.1869, 0.049, -0.0226, 0.0217, 0.0743, 0.0488, 0.02, -0.0292, -0.0121, -0.0121, 0.0, 0.0177, 0.0141, 0.0167, -0.0182, -0.0314, 0.0088, 0.022, 0.0313, 0.0913, 0.1068, 0.1516, 0.1477, 0.1815, 0.176, 0.1362, 0.1397, 0.154, 0.1348, 0.1481, 0.1658, 0.1485, 0.1704, 0.1328, 0.2091, 0.1636, 0.1649, 0.1093, 0.0755, 0.0341, 0.0997, 0.1013, 0.1161, 0.1161, 0.1121, 0.1282, 0.0582, -0.019, -0.0373, -0.0049, 0.0201, 0.0686, 0.0732, 0.1005, 0.0968, 0.0974, 0.1473, 0.0643, 0.0757, 0.0758, 0.0613, 0.0372, 0.0458, 0.0831, 0.0978, 0.0217, 0.0058, 0.0303, 0.0359, 0.0291, 0.0224, -0.0223, 0.0053, 0.0073, 0.0159, 0.0168, 0.031, 0.033, 0.029, 0.029, 0.0269, -0.0038, 0.0776, 0.1768, 0.2077, 0.144, 0.069, 0.0653, 0.0189, 0.0259, -0.0071, -0.0211, -0.0146, -0.0378, 0.0127, 0.0017, -0.018, -0.0342, -0.0342, -0.1016, -0.1227, -0.1227, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2011290944847692209", "ticker_idx": 0, "ts": "2026-01-14T04:15:03+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Structural win for Micron", "tweet_type": "analysis", "timeline": "years", "summary": "Bullish MU: AI inference boom driving HBM demand, memory sold out through 2026-2027, structural tailwind for Micron.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "$MU Using Grok and ChatGPT more lately?\n\nThose extra prompts are straight-up fueling the AI Inference boom and forcing Hyperscalers grab every HBM stack they can, causing memory drought. Sold out in 2026 and potentially 2027 as well. \n\nStructural win for Micron", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.014339258437829017, "ret_signed_m1d": 0.014339258437829017, "alpha_spy_m1d": 0.009399726485923354, "alpha_c_m1d": 0.006150787661975299, "bench_spy_m1d": 0.004939531951905662, "bench_c_m1d": 0.008188470775853718, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.009839516437324614, "ret_signed_p1d": 0.009839516437324614, "alpha_spy_p1d": 0.007116218929337448, "alpha_c_p1d": -0.010914951006781415, "bench_spy_p1d": 0.0027232975079871657, "bench_c_p1d": 0.02075446744410603, "ret_p1w": 0.16727159626128785, "ret_signed_p1w": 0.16727159626128785, "alpha_spy_p1w": 0.17445615992841057, "alpha_c_p1w": 0.13230317509781342, "bench_spy_p1w": -0.007184563667122723, "bench_c_p1w": 0.03496842116347443, "ret_p1m": 0.24184792115784526, "ret_signed_p1m": 0.24184792115784526, "alpha_spy_p1m": 0.2550148512958429, "alpha_c_p1m": 0.19611603247773313, "bench_spy_p1m": -0.013166930137997634, "bench_c_p1m": 0.04573188868011213, "ret_p3m": 0.2801535651097491, "ret_signed_p3m": 0.2801535651097491, "alpha_spy_p3m": 0.283610037589779, "alpha_c_p3m": 0.13855451948048936, "bench_spy_p3m": -0.003456472480029893, "bench_c_p3m": 0.14159904562925973, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.3931, -0.38, -0.3934, -0.4049, -0.3802, -0.3432, -0.34, -0.3346, -0.3204, -0.3283, -0.329, -0.2962, -0.3462, -0.2878, -0.2853, -0.2866, -0.2404, -0.277, -0.2656, -0.2895, -0.2598, -0.2745, -0.3148, -0.3225, -0.3962, -0.3782, -0.3285, -0.3267, -0.3095, -0.3095, -0.2909, -0.2789, -0.2819, -0.2978, -0.3204, -0.2887, -0.2596, -0.2431, -0.2092, -0.225, -0.2769, -0.2878, -0.3028, -0.3237, -0.2547, -0.2026, -0.1706, -0.1716, -0.1404, -0.1404, -0.146, -0.1169, -0.1222, -0.1438, -0.1438, -0.0538, -0.0636, 0.0302, 0.0186, -0.019, 0.0352, 0.0376, 0.0143, 0.0, 0.0098, 0.0882, 0.0882, 0.0949, 0.1673, 0.1927, 0.1989, 0.1672, 0.2307, 0.3058, 0.3073, 0.2446, 0.3133, 0.2583, 0.1381, 0.1486, 0.184, 0.1504, 0.1197, 0.231, 0.2418, 0.2349, 0.2349, 0.1993, 0.2628, 0.252, 0.2844, 0.2628, 0.254, 0.2869, 0.2466, 0.237, 0.2379, 0.139, 0.2022, 0.1911, 0.1108, 0.1679, 0.2093, 0.256, 0.216, 0.2783, 0.3253, 0.385, 0.3851, 0.3327, 0.2686, 0.213, 0.1865, 0.1462, 0.0663, 0.0716, -0.0342, 0.0139, 0.104, 0.0991, 0.0991, 0.1337, 0.1332, 0.2206, 0.265, 0.2622, 0.2802, 0.3975, 0.3692, 0.3722, 0.3657, 0.3458, 0.3486, 0.463, 0.4457, 0.4907, 0.5743, 0.5134, 0.556, 0.5521, 0.6272, 0.73, 0.9213, 1.0005, 0.9406, 1.2413, 1.3869, 1.3006, 1.4118, 1.3289, 1.1748, 1.0454, 1.097, 1.1968, 1.2871, 1.2538, 1.2538, 1.6886, 1.7863, 1.7716, 1.9141, 2.1076, 2.1935, 2.2399, 1.9891, 1.593, 1.8489, 1.8087, 1.6766, 1.9887, 1.9459, 2.2652, 2.0634, 2.1307, 2.4032, 2.4032, 2.6355, 2.1565, 2.1565, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2025345963259560014", "ticker_idx": 0, "ts": "2026-02-21T23:04:41+00:00", "symbol": "LITE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$LITE (D) BLUE + (W) BLUE candles = Take Off", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long LITE on daily and weekly bullish signals; optics over copper in East-West AI traffic bottleneck.", "resolved_tickers": ["LITE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "quote", "lang": "en", "tweet_text": "$LITE (D) BLUE + (W) BLUE candles = Take Off\n\nOptics >> Copper || East-to-West Traffic Bottleneck\n\n260+ Daily BLUE Candle Alerts. Free Trial:\nhttps://t.co/ZQDP5HCFyq https://t.co/w7mfUek9PW", "reply_text": null, "parent_text": null, "quoted_text": "$GLW East-West AI Traffic Bottleneck\n\nAI data centers need 10x more fiber interconnects than traditional cloud setups to enable server-to-server or intra-data center traffic. It just can't keep pace with GPU advancements.\n\nAI Reasoning and Context is fiber hungry. https://t.co/Q2QUqQjyNp", "parent_author": null, "ret_m1d": -0.010315179611056768, "ret_signed_m1d": -0.010315179611056768, "alpha_spy_m1d": -0.0206318933905425, "alpha_c_m1d": -0.0206318933905425, "bench_spy_m1d": 0.010316713779485731, "bench_c_m1d": 0.010316713779485731, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.020067344648141194, "ret_signed_p1d": 0.020067344648141194, "alpha_spy_p1d": 0.012798869377942834, "alpha_c_p1d": 0.012798869377942834, "bench_spy_p1d": 0.00726847527019836, "bench_c_p1d": 0.00726847527019836, "ret_p1w": 0.16083473785448033, "ret_signed_p1w": 0.16083473785448033, "alpha_spy_p1w": 0.15498769486613484, "alpha_c_p1w": 0.15498769486613484, "bench_spy_p1w": 0.0058470429883454855, "bench_c_p1w": 0.0058470429883454855, "ret_p1m": 0.18860879677706732, "ret_signed_p1m": 0.18860879677706732, "alpha_spy_p1m": 0.22880013623691042, "alpha_c_p1m": 0.22880013623691042, "bench_spy_p1m": -0.0401913394598431, "bench_c_p1m": -0.0401913394598431, "ret_p3m": 0.429460714536414, "ret_signed_p3m": 0.429460714536414, "alpha_spy_p3m": 0.33807848044374555, "alpha_c_p3m": 0.33807848044374555, "bench_spy_p3m": 0.09138223409266844, "bench_c_p3m": 0.09138223409266844, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.18860879677706732, "alpha_spy_stated": 0.22880013623691042, "alpha_c_stated": 0.22880013623691042, "price_path": [-0.5431, -0.5431, -0.5181, -0.5288, -0.5512, -0.551, -0.5141, -0.5088, -0.4923, -0.466, -0.4576, -0.4485, -0.5193, -0.504, -0.5314, -0.5254, -0.5003, -0.4495, -0.4222, -0.4258, -0.4132, -0.4132, -0.4208, -0.4478, -0.4499, -0.4537, -0.4537, -0.4278, -0.4708, -0.411, -0.4177, -0.4839, -0.4792, -0.4963, -0.4645, -0.5085, -0.4912, -0.5194, -0.5194, -0.4712, -0.4628, -0.4746, -0.4973, -0.5073, -0.4507, -0.4294, -0.4347, -0.4193, -0.3725, -0.3551, -0.31, -0.2524, -0.1819, -0.1446, -0.1684, -0.1491, -0.1353, -0.166, -0.166, -0.1101, -0.1193, -0.0579, -0.0103, 0.0, 0.0201, 0.0721, 0.0034, 0.0388, 0.1608, 0.0292, 0.009, -0.0354, -0.1724, -0.0504, -0.004, -0.004, -0.0869, -0.0774, -0.0739, -0.0373, 0.0387, 0.1444, 0.0469, 0.0804, 0.1886, 0.1518, 0.0209, 0.0415, -0.0296, 0.0415, 0.1333, 0.2255, 0.2255, 0.1446, 0.209, 0.328, 0.3252, 0.3299, 0.2912, 0.2639, 0.2212, 0.3209, 0.3251, 0.3266, 0.2404, 0.2947, 0.2552, 0.3067, 0.2741, 0.1729, 0.2721, 0.3373, 0.4079, 0.4468, 0.474, 0.3995, 0.3229, 0.3395, 0.5608, 0.4708, 0.5271, 0.4848, 0.4386, 0.3116, 0.3192, 0.2865, 0.4295, 0.4034, 0.4034, 0.3499, 0.3373, 0.2755, 0.2671, 0.3413, 0.5253, 0.3902, 0.4007, 0.28, 0.327, 0.2179, 0.2646, 0.3184, 0.3658, 0.4187, 0.2973, 0.2894, 0.2598, 0.2598, 0.3249, 0.227, 0.227, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2008382625510289834", "ticker_idx": 0, "ts": "2026-01-06T03:38:26+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I think we've got it with the AI HBM Memory", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish MU; AI HBM Memory cycle should finally command higher PE multiples.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@Alex06425829 Way too many and I've wondered when will Micron ever break out of this stupid cycle (i.e flatten it in a significant way) such that the PE mutiples are a little more respectful. Well, I think we've got it with the AI HBM Memory.", "reply_text": null, "parent_text": "@TradexWhisperer Nice. You’ve witnessed multiple computing paradigms and cycles", "quoted_text": null, "parent_author": "Alex06425829", "ret_m1d": -0.09108110135954206, "ret_signed_m1d": -0.09108110135954206, "alpha_spy_m1d": -0.08516910265234834, "alpha_c_m1d": -0.06520524638393754, "bench_spy_m1d": -0.005911998707193722, "bench_c_m1d": -0.025875854975604518, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.01129775047765147, "ret_signed_p1d": -0.01129775047765147, "alpha_spy_p1d": -0.008074338196453312, "alpha_c_p1d": -0.004590134419998004, "bench_spy_p1d": -0.003223412281198157, "bench_c_p1d": -0.006707616057653465, "ret_p1w": -0.015432507039869536, "ret_signed_p1w": -0.015432507039869536, "alpha_spy_p1w": -0.018265664965696038, "alpha_c_p1w": -0.0255197154175677, "bench_spy_p1w": 0.0028331579258265016, "bench_c_p1w": 0.010087208377698165, "ret_p1m": 0.10473759484132872, "ret_signed_p1m": 0.10473759484132872, "alpha_spy_p1m": 0.11286118271924794, "alpha_c_p1m": 0.11918474971996851, "bench_spy_p1m": -0.008123587877919225, "bench_c_p1m": -0.01444715487863979, "ret_p3m": 0.06686622594363056, "ret_signed_p3m": 0.06686622594363056, "alpha_spy_p3m": 0.11628573145943244, "alpha_c_p3m": 0.054740916965154485, "bench_spy_p3m": -0.049419505515801876, "bench_c_p3m": 0.01212530897847608, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.10473759484132872, "alpha_spy_stated": 0.11286118271924794, "alpha_c_stated": 0.11918474971996851, "price_path": [-0.4402, -0.4714, -0.4389, -0.4555, -0.4413, -0.4105, -0.4109, -0.3982, -0.4112, -0.4223, -0.3983, -0.3625, -0.3594, -0.3541, -0.3404, -0.348, -0.3487, -0.3169, -0.3654, -0.3087, -0.3063, -0.3075, -0.2627, -0.2982, -0.2872, -0.3103, -0.2816, -0.2958, -0.3349, -0.3424, -0.4139, -0.3964, -0.3482, -0.3465, -0.3298, -0.3298, -0.3117, -0.3001, -0.3029, -0.3184, -0.3403, -0.3095, -0.2813, -0.2653, -0.2324, -0.2477, -0.2981, -0.3087, -0.3233, -0.3436, -0.2766, -0.226, -0.1949, -0.1959, -0.1656, -0.1656, -0.1711, -0.1429, -0.1479, -0.1689, -0.1689, -0.0816, -0.0911, 0.0, -0.0113, -0.0478, 0.0048, 0.0071, -0.0154, -0.0294, -0.0198, 0.0563, 0.0563, 0.0628, 0.133, 0.1577, 0.1637, 0.133, 0.1945, 0.2674, 0.2689, 0.208, 0.2748, 0.2213, 0.1047, 0.1149, 0.1493, 0.1167, 0.0868, 0.1948, 0.2054, 0.1987, 0.1987, 0.1641, 0.2257, 0.2152, 0.2467, 0.2258, 0.2172, 0.2492, 0.21, 0.2007, 0.2016, 0.1056, 0.167, 0.1561, 0.0782, 0.1336, 0.1738, 0.2191, 0.1803, 0.2408, 0.2864, 0.3443, 0.3445, 0.2936, 0.2314, 0.1774, 0.1517, 0.1126, 0.035, 0.0402, -0.0626, -0.0159, 0.0716, 0.0669, 0.0669, 0.1004, 0.0999, 0.1848, 0.2279, 0.2252, 0.2426, 0.3565, 0.329, 0.3319, 0.3256, 0.3063, 0.3091, 0.42, 0.4033, 0.447, 0.5281, 0.469, 0.5103, 0.5065, 0.5795, 0.6792, 0.8649, 0.9418, 0.8836, 1.1755, 1.3168, 1.2331, 1.341, 1.2605, 1.111, 0.9853, 1.0354, 1.1323, 1.22, 1.1877, 1.1877, 1.6097, 1.7045, 1.6902, 1.8285, 2.0164, 2.0997, 2.1448, 1.9014, 1.5169, 1.7653, 1.7263, 1.5981, 1.901, 1.8595, 2.1693, 1.9735, 2.0388, 2.3033, 2.3033, 2.5288, 2.0638, 2.0638, null, null, null, null, null]}
{"unit_id": "quote:2029630291212652585", "ticker_idx": 0, "ts": "2026-03-05T18:49:04+00:00", "symbol": "LITE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Major shift toward optics starting NVIDIA Rubin Ultra", "tweet_type": "analysis", "timeline": "quarters", "summary": "All five optics names bullish on Rubin Ultra NVL576's structural 4–5x increase in optical components per GPU vs prior Hopper/Blackwell generations.", "resolved_tickers": ["LITE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "quote", "lang": "en", "tweet_text": "$LITE $GLW $AXTI $AAOI $COHR\n\nMajor shift toward optics starting NVIDIA Rubin Ultra:\n\nThe NVIDIA Rubin Ultra NVL576 rack will mark a major architectural shift by incorporating optics for scale-up for the first time in an NVLink domain. While copper remains a critical component for short-range connections within the rack, the system uses optics to maintain a massive 576-GPU coherent fabric that physically cannot be contained in a single copper-only domain. (Note: Blackwell -> Vera Rubin -> Rubin Ultra)\n\nThe NVIDIA Rubin Ultra NVL576 system is essentially composed of multiple interconnected units:\n\nStill using Copper: Within individual compute canisters or \"first-layer\" connections, NVIDIA continues to use copper backplanes to save power and increase reliability.\n\nNew Optical Scale-Up: For the \"second-layer\" interconnect that links these units together to form the full 576-GPU domain, NVIDIA is transitioning to Co-Packaged Optics (CPO).\n\nIt's a hybrid system. Two different jobs. Two different materials. Both necessary.\nWhy Optics for Scale-Up?\nThe primary reason for adding optics is the physical distance and density required for such a large domain (I personally call it a mini-scale-out within a single rack).\n\nDistance Limits: Copper-based NVLink is physically limited to a range of about two meters at high speeds.\n\nDensity and Scaling: To connect 576 GPUs as a single logical \"super GPU,\" the signals must travel between multiple racks or large internal sections that exceed the reach of copper.\n\nNow look at this from an investor's perspective: the optics-to-GPU ratio.\nPrevious Generations (Hopper/Blackwell): Optics were primarily for scale-out (connecting one rack to another). You might have had ~1 to 1.5 optical transceivers for every GPU.\n\nRubin Ultra NVL576: With 792 engines supporting 144 GPU packages (which hold the 576 dies), the ratio jumps to 5.5 optical engines per GPU package, a structural increase. NVIDIA is essentially consuming 4x to 5x more optical components per compute unit.", "reply_text": null, "parent_text": null, "quoted_text": "$LITE $GLW $AAOI $AXTI $COHR\n\nConfused by Broadcom's CEO comments on Copper vs. Optics? Let me clear it up. \n\nHock Tan's emphasis on Direct Attach Copper (DAC) as \"the way to go\" for scale-up isn't a contradiction to the increasing demands for optics products (lasers,", "parent_author": null, "ret_m1d": 0.046064933670385555, "ret_signed_m1d": 0.046064933670385555, "alpha_spy_m1d": 0.04045800076814454, "alpha_c_m1d": 0.04045800076814454, "bench_spy_m1d": 0.005606932902241013, "bench_c_m1d": 0.005606932902241013, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.14194401500135745, "ret_signed_p1d": -0.14194401500135745, "alpha_spy_p1d": -0.1288368850904954, "alpha_c_p1d": -0.1288368850904954, "bench_spy_p1d": -0.013107129910862048, "bench_c_p1d": -0.013107129910862048, "ret_p1w": -0.053363418576418464, "ret_signed_p1w": -0.053363418576418464, "alpha_spy_p1w": -0.030980087081832308, "alpha_c_p1w": -0.030980087081832308, "bench_spy_p1w": -0.022383331494586156, "bench_c_p1w": -0.022383331494586156, "ret_p1m": 0.27052025994475315, "ret_signed_p1m": 0.27052025994475315, "alpha_spy_p1m": 0.3052898724344243, "alpha_c_p1m": 0.3052898724344243, "bench_spy_p1m": -0.03476961248967114, "bench_c_p1m": -0.03476961248967114, "ret_p3m": 0.581312825100921, "ret_signed_p3m": 0.581312825100921, "alpha_spy_p3m": 0.46340107145401, "alpha_c_p3m": 0.46340107145401, "bench_spy_p3m": 0.11791175364691098, "bench_c_p3m": 0.11791175364691098, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": 0.581312825100921, "alpha_spy_stated": 0.46340107145401, "alpha_c_stated": 0.46340107145401, "price_path": [-0.4736, -0.4463, -0.4376, -0.4283, -0.5016, -0.4857, -0.5142, -0.5079, -0.482, -0.4293, -0.4009, -0.4047, -0.3917, -0.3917, -0.3996, -0.4275, -0.4297, -0.4337, -0.4337, -0.4067, -0.4514, -0.3894, -0.3963, -0.4649, -0.46, -0.4778, -0.4448, -0.4905, -0.4726, -0.5018, -0.5018, -0.4517, -0.4431, -0.4553, -0.4788, -0.4892, -0.4305, -0.4084, -0.4139, -0.3979, -0.3494, -0.3315, -0.2847, -0.2249, -0.1519, -0.1132, -0.1378, -0.1179, -0.1035, -0.1353, -0.1353, -0.0774, -0.0869, -0.0233, 0.026, 0.0367, 0.0575, 0.1115, 0.0402, 0.077, 0.2035, 0.067, 0.0461, 0.0, -0.1419, -0.0156, 0.0325, 0.0325, -0.0534, -0.0435, -0.0399, -0.0019, 0.0768, 0.1864, 0.0853, 0.12, 0.2323, 0.1941, 0.0584, 0.0798, 0.0061, 0.0798, 0.1749, 0.2705, 0.2705, 0.1866, 0.2534, 0.3768, 0.3739, 0.3787, 0.3386, 0.3103, 0.2661, 0.3694, 0.3738, 0.3754, 0.2859, 0.3423, 0.3013, 0.3547, 0.3209, 0.216, 0.3188, 0.3864, 0.4596, 0.4999, 0.5282, 0.4509, 0.3715, 0.3887, 0.6181, 0.5248, 0.5832, 0.5393, 0.4915, 0.3598, 0.3676, 0.3338, 0.482, 0.4549, 0.4549, 0.3995, 0.3864, 0.3224, 0.3137, 0.3906, 0.5813, 0.4413, 0.4521, 0.327, 0.3758, 0.2627, 0.3111, 0.3669, 0.416, 0.4708, 0.345, 0.3367, 0.306, 0.306, 0.3735, 0.2721, 0.2721, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2029630291212652585", "ticker_idx": 1, "ts": "2026-03-05T18:49:04+00:00", "symbol": "GLW", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "the ratio jumps to 5.5 optical engines per GPU package, a structural increase. NVIDIA is essentially consuming 4x to 5x more optical components per compute unit", "tweet_type": "analysis", "timeline": "quarters", "summary": "All five optics names bullish on Rubin Ultra NVL576's structural 4–5x increase in optical components per GPU vs prior Hopper/Blackwell generations.", "resolved_tickers": ["GLW"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Electronic Components'", "bench_c_industry": "Electronic Components", "unit_kind": "quote", "lang": "en", "tweet_text": "$LITE $GLW $AXTI $AAOI $COHR\n\nMajor shift toward optics starting NVIDIA Rubin Ultra:\n\nThe NVIDIA Rubin Ultra NVL576 rack will mark a major architectural shift by incorporating optics for scale-up for the first time in an NVLink domain. While copper remains a critical component for short-range connections within the rack, the system uses optics to maintain a massive 576-GPU coherent fabric that physically cannot be contained in a single copper-only domain. (Note: Blackwell -> Vera Rubin -> Rubin Ultra)\n\nThe NVIDIA Rubin Ultra NVL576 system is essentially composed of multiple interconnected units:\n\nStill using Copper: Within individual compute canisters or \"first-layer\" connections, NVIDIA continues to use copper backplanes to save power and increase reliability.\n\nNew Optical Scale-Up: For the \"second-layer\" interconnect that links these units together to form the full 576-GPU domain, NVIDIA is transitioning to Co-Packaged Optics (CPO).\n\nIt's a hybrid system. Two different jobs. Two different materials. Both necessary.\nWhy Optics for Scale-Up?\nThe primary reason for adding optics is the physical distance and density required for such a large domain (I personally call it a mini-scale-out within a single rack).\n\nDistance Limits: Copper-based NVLink is physically limited to a range of about two meters at high speeds.\n\nDensity and Scaling: To connect 576 GPUs as a single logical \"super GPU,\" the signals must travel between multiple racks or large internal sections that exceed the reach of copper.\n\nNow look at this from an investor's perspective: the optics-to-GPU ratio.\nPrevious Generations (Hopper/Blackwell): Optics were primarily for scale-out (connecting one rack to another). You might have had ~1 to 1.5 optical transceivers for every GPU.\n\nRubin Ultra NVL576: With 792 engines supporting 144 GPU packages (which hold the 576 dies), the ratio jumps to 5.5 optical engines per GPU package, a structural increase. NVIDIA is essentially consuming 4x to 5x more optical components per compute unit.", "reply_text": null, "parent_text": null, "quoted_text": "$LITE $GLW $AAOI $AXTI $COHR\n\nConfused by Broadcom's CEO comments on Copper vs. Optics? Let me clear it up. \n\nHock Tan's emphasis on Direct Attach Copper (DAC) as \"the way to go\" for scale-up isn't a contradiction to the increasing demands for optics products (lasers,", "parent_author": null, "ret_m1d": 0.07495910084465951, "ret_signed_m1d": 0.07495910084465951, "alpha_spy_m1d": 0.0693521679424185, "alpha_c_m1d": 0.07738454685917207, "bench_spy_m1d": 0.005606932902241013, "bench_c_m1d": -0.0024254460145125556, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.08497848654524409, "ret_signed_p1d": -0.08497848654524409, "alpha_spy_p1d": -0.07187135663438204, "alpha_c_p1d": -0.06436208630518736, "bench_spy_p1d": -0.013107129910862048, "bench_c_p1d": -0.02061640024005673, "ret_p1w": -0.03688591154531207, "ret_signed_p1w": -0.03688591154531207, "alpha_spy_p1w": -0.01450258005072591, "alpha_c_p1w": -0.02019312961503761, "bench_spy_p1w": -0.022383331494586156, "bench_c_p1w": -0.01669278193027446, "ret_p1m": 0.09781794046099224, "ret_signed_p1m": 0.09781794046099224, "alpha_spy_p1m": 0.13258755295066338, "alpha_c_p1m": 0.12650177482184122, "bench_spy_p1m": -0.03476961248967114, "bench_c_p1m": -0.02868383436084898, "ret_p3m": 0.489588295446606, "ret_signed_p3m": 0.489588295446606, "alpha_spy_p3m": 0.371676541799695, "alpha_c_p3m": 0.07386228748108681, "bench_spy_p3m": 0.11791175364691098, "bench_c_p3m": 0.4157260079655192, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": 0.489588295446606, "alpha_spy_stated": 0.371676541799695, "alpha_c_stated": 0.07386228748108681, "price_path": [-0.3461, -0.3251, -0.3022, -0.2891, -0.3457, -0.3473, -0.3608, -0.3672, -0.3564, -0.3491, -0.3451, -0.3382, -0.3358, -0.3358, -0.3365, -0.3407, -0.3417, -0.3514, -0.3514, -0.3283, -0.343, -0.3388, -0.3482, -0.3679, -0.3686, -0.349, -0.3342, -0.3317, -0.3074, -0.3022, -0.3022, -0.3143, -0.3072, -0.3016, -0.3088, -0.2966, -0.1871, -0.2275, -0.237, -0.2351, -0.1825, -0.1645, -0.1874, -0.1645, -0.0951, -0.0267, -0.0511, -0.0155, -0.0259, -0.0113, -0.0113, -0.0331, -0.0221, -0.0371, 0.0335, 0.076, 0.123, 0.1884, 0.1134, 0.1161, 0.1716, 0.0952, 0.075, 0.0, -0.085, -0.0422, 0.011, -0.0221, -0.0369, -0.0417, -0.02, -0.036, -0.0362, -0.0123, -0.0754, -0.028, 0.054, 0.0862, 0.0043, 0.0154, -0.0459, 0.0091, 0.0567, 0.0978, 0.0978, 0.0873, 0.1023, 0.2253, 0.2602, 0.2709, 0.3001, 0.2826, 0.2488, 0.2326, 0.22, 0.2274, 0.2279, 0.2525, 0.258, 0.3054, 0.2469, 0.1359, 0.1274, 0.2189, 0.1746, 0.1872, 0.2031, 0.3476, 0.3537, 0.3874, 0.5392, 0.4713, 0.5327, 0.5458, 0.4236, 0.3251, 0.305, 0.341, 0.4242, 0.4402, 0.4402, 0.4559, 0.4167, 0.3579, 0.3466, 0.3134, 0.4896, 0.4923, 0.4695, 0.32, 0.394, 0.2929, 0.25, 0.3123, 0.332, 0.3965, 0.3188, 0.3038, 0.4489, 0.4489, 0.5597, 0.4425, 0.4425, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2029630291212652585", "ticker_idx": 2, "ts": "2026-03-05T18:49:04+00:00", "symbol": "AAOI", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Major shift toward optics starting NVIDIA Rubin Ultra", "tweet_type": "analysis", "timeline": "quarters", "summary": "All five optics names bullish on Rubin Ultra NVL576's structural 4–5x increase in optical components per GPU vs prior Hopper/Blackwell generations.", "resolved_tickers": ["AAOI"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "quote", "lang": "en", "tweet_text": "$LITE $GLW $AXTI $AAOI $COHR\n\nMajor shift toward optics starting NVIDIA Rubin Ultra:\n\nThe NVIDIA Rubin Ultra NVL576 rack will mark a major architectural shift by incorporating optics for scale-up for the first time in an NVLink domain. While copper remains a critical component for short-range connections within the rack, the system uses optics to maintain a massive 576-GPU coherent fabric that physically cannot be contained in a single copper-only domain. (Note: Blackwell -> Vera Rubin -> Rubin Ultra)\n\nThe NVIDIA Rubin Ultra NVL576 system is essentially composed of multiple interconnected units:\n\nStill using Copper: Within individual compute canisters or \"first-layer\" connections, NVIDIA continues to use copper backplanes to save power and increase reliability.\n\nNew Optical Scale-Up: For the \"second-layer\" interconnect that links these units together to form the full 576-GPU domain, NVIDIA is transitioning to Co-Packaged Optics (CPO).\n\nIt's a hybrid system. Two different jobs. Two different materials. Both necessary.\nWhy Optics for Scale-Up?\nThe primary reason for adding optics is the physical distance and density required for such a large domain (I personally call it a mini-scale-out within a single rack).\n\nDistance Limits: Copper-based NVLink is physically limited to a range of about two meters at high speeds.\n\nDensity and Scaling: To connect 576 GPUs as a single logical \"super GPU,\" the signals must travel between multiple racks or large internal sections that exceed the reach of copper.\n\nNow look at this from an investor's perspective: the optics-to-GPU ratio.\nPrevious Generations (Hopper/Blackwell): Optics were primarily for scale-out (connecting one rack to another). You might have had ~1 to 1.5 optical transceivers for every GPU.\n\nRubin Ultra NVL576: With 792 engines supporting 144 GPU packages (which hold the 576 dies), the ratio jumps to 5.5 optical engines per GPU package, a structural increase. NVIDIA is essentially consuming 4x to 5x more optical components per compute unit.", "reply_text": null, "parent_text": null, "quoted_text": "$LITE $GLW $AAOI $AXTI $COHR\n\nConfused by Broadcom's CEO comments on Copper vs. Optics? 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{"unit_id": "quote:2029630291212652585", "ticker_idx": 3, "ts": "2026-03-05T18:49:04+00:00", "symbol": "AXTI", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Major shift toward optics starting NVIDIA Rubin Ultra", "tweet_type": "analysis", "timeline": "quarters", "summary": "All five optics names bullish on Rubin Ultra NVL576's structural 4–5x increase in optical components per GPU vs prior Hopper/Blackwell generations.", "resolved_tickers": ["AXTI"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductor Equipment & Materials'", "bench_c_industry": "Semiconductor Equipment & Materials", "unit_kind": "quote", "lang": "en", "tweet_text": "$LITE $GLW $AXTI $AAOI $COHR\n\nMajor shift toward optics starting NVIDIA Rubin Ultra:\n\nThe NVIDIA Rubin Ultra NVL576 rack will mark a major architectural shift by incorporating optics for scale-up for the first time in an NVLink domain. While copper remains a critical component for short-range connections within the rack, the system uses optics to maintain a massive 576-GPU coherent fabric that physically cannot be contained in a single copper-only domain. (Note: Blackwell -> Vera Rubin -> Rubin Ultra)\n\nThe NVIDIA Rubin Ultra NVL576 system is essentially composed of multiple interconnected units:\n\nStill using Copper: Within individual compute canisters or \"first-layer\" connections, NVIDIA continues to use copper backplanes to save power and increase reliability.\n\nNew Optical Scale-Up: For the \"second-layer\" interconnect that links these units together to form the full 576-GPU domain, NVIDIA is transitioning to Co-Packaged Optics (CPO).\n\nIt's a hybrid system. Two different jobs. Two different materials. Both necessary.\nWhy Optics for Scale-Up?\nThe primary reason for adding optics is the physical distance and density required for such a large domain (I personally call it a mini-scale-out within a single rack).\n\nDistance Limits: Copper-based NVLink is physically limited to a range of about two meters at high speeds.\n\nDensity and Scaling: To connect 576 GPUs as a single logical \"super GPU,\" the signals must travel between multiple racks or large internal sections that exceed the reach of copper.\n\nNow look at this from an investor's perspective: the optics-to-GPU ratio.\nPrevious Generations (Hopper/Blackwell): Optics were primarily for scale-out (connecting one rack to another). You might have had ~1 to 1.5 optical transceivers for every GPU.\n\nRubin Ultra NVL576: With 792 engines supporting 144 GPU packages (which hold the 576 dies), the ratio jumps to 5.5 optical engines per GPU package, a structural increase. NVIDIA is essentially consuming 4x to 5x more optical components per compute unit.", "reply_text": null, "parent_text": null, "quoted_text": "$LITE $GLW $AAOI $AXTI $COHR\n\nConfused by Broadcom's CEO comments on Copper vs. Optics? Let me clear it up. \n\nHock Tan's emphasis on Direct Attach Copper (DAC) as \"the way to go\" for scale-up isn't a contradiction to the increasing demands for optics products (lasers,", "parent_author": null, "ret_m1d": 0.00850520199854743, "ret_signed_m1d": 0.00850520199854743, "alpha_spy_m1d": 0.002898269096306416, "alpha_c_m1d": -0.0009800640748218736, "bench_spy_m1d": 0.005606932902241013, "bench_c_m1d": 0.009485266073369303, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.16572166060854054, "ret_signed_p1d": -0.16572166060854054, "alpha_spy_p1d": -0.1526145306976785, "alpha_c_p1d": -0.12831174960161018, "bench_spy_p1d": -0.013107129910862048, "bench_c_p1d": -0.03740991100693036, "ret_p1w": 0.2043814551831562, "ret_signed_p1w": 0.2043814551831562, "alpha_spy_p1w": 0.22676478667774236, "alpha_c_p1w": 0.22264375721740148, "bench_spy_p1w": -0.022383331494586156, "bench_c_p1w": -0.01826230203424528, "ret_p1m": 0.3618557008144674, "ret_signed_p1m": 0.3618557008144674, "alpha_spy_p1m": 0.3966253133041385, "alpha_c_p1m": 0.36951979271409807, "bench_spy_p1m": -0.03476961248967114, "bench_c_p1m": -0.007664091899630687, "ret_p3m": 1.8569587797373108, "ret_signed_p3m": 1.8569587797373108, "alpha_spy_p3m": 1.7390470260903999, "alpha_c_p3m": 1.2578440403609747, "bench_spy_p3m": 0.11791175364691098, "bench_c_p3m": 0.5991147393763361, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": 1.8569587797373108, "alpha_spy_stated": 1.7390470260903999, "alpha_c_stated": 1.2578440403609747, "price_path": [-0.6724, -0.6144, -0.6003, -0.5778, -0.6183, -0.6178, -0.6649, -0.6814, -0.6389, -0.6224, -0.6077, -0.6227, -0.6131, -0.6131, -0.6039, -0.624, -0.5928, -0.5786, -0.5786, -0.568, -0.5704, -0.4802, -0.3786, -0.3343, -0.4075, -0.4268, -0.4456, -0.4304, -0.3371, -0.4307, -0.4307, -0.4482, -0.4902, -0.5381, -0.5515, -0.5412, -0.5567, -0.5662, -0.5778, -0.5222, -0.4603, -0.4912, -0.5168, -0.4735, -0.3799, -0.2843, -0.3724, -0.3093, -0.3611, -0.3753, -0.3753, -0.4018, -0.3933, -0.3863, -0.2351, -0.2673, -0.0959, 0.0559, -0.0433, -0.0232, 0.1938, 0.0763, 0.0085, 0.0, -0.1657, -0.0062, 0.1418, 0.2206, 0.2044, 0.2593, 0.2472, 0.1433, 0.2567, 0.4972, 0.3979, 0.6608, 0.7639, 0.7358, 0.508, 0.5626, 0.359, 0.4686, 0.2149, 0.3619, 0.3619, 0.0822, 0.1716, 0.3706, 0.6268, 0.6541, 0.7126, 0.7345, 0.6219, 1.1077, 1.1278, 1.0299, 0.9322, 1.2407, 0.9399, 0.9629, 0.808, 0.7709, 0.8317, 1.0418, 1.4742, 1.732, 1.7719, 1.7018, 1.7943, 1.999, 2.2425, 2.1675, 2.1428, 1.9634, 2.1902, 1.7289, 1.9093, 1.6961, 2.1191, 2.6296, 2.6296, 2.4175, 2.1642, 1.982, 1.6588, 1.8235, 1.857, 1.75, 1.7317, 1.2948, 1.3397, 1.0196, 1.1982, 1.2768, 1.5046, 1.8541, 1.3979, 1.374, 1.1796, 1.1796, 1.3825, 1.008, 1.008, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2029630291212652585", "ticker_idx": 4, "ts": "2026-03-05T18:49:04+00:00", "symbol": "COHR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Major shift toward optics starting NVIDIA Rubin Ultra", "tweet_type": "analysis", "timeline": "quarters", "summary": "All five optics names bullish on Rubin Ultra NVL576's structural 4–5x increase in optical components per GPU vs prior Hopper/Blackwell generations.", "resolved_tickers": ["COHR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Scientific & Technical Instruments'", "bench_c_industry": "Scientific & Technical Instruments", "unit_kind": "quote", "lang": "en", "tweet_text": "$LITE $GLW $AXTI $AAOI $COHR\n\nMajor shift toward optics starting NVIDIA Rubin Ultra:\n\nThe NVIDIA Rubin Ultra NVL576 rack will mark a major architectural shift by incorporating optics for scale-up for the first time in an NVLink domain. While copper remains a critical component for short-range connections within the rack, the system uses optics to maintain a massive 576-GPU coherent fabric that physically cannot be contained in a single copper-only domain. (Note: Blackwell -> Vera Rubin -> Rubin Ultra)\n\nThe NVIDIA Rubin Ultra NVL576 system is essentially composed of multiple interconnected units:\n\nStill using Copper: Within individual compute canisters or \"first-layer\" connections, NVIDIA continues to use copper backplanes to save power and increase reliability.\n\nNew Optical Scale-Up: For the \"second-layer\" interconnect that links these units together to form the full 576-GPU domain, NVIDIA is transitioning to Co-Packaged Optics (CPO).\n\nIt's a hybrid system. Two different jobs. Two different materials. Both necessary.\nWhy Optics for Scale-Up?\nThe primary reason for adding optics is the physical distance and density required for such a large domain (I personally call it a mini-scale-out within a single rack).\n\nDistance Limits: Copper-based NVLink is physically limited to a range of about two meters at high speeds.\n\nDensity and Scaling: To connect 576 GPUs as a single logical \"super GPU,\" the signals must travel between multiple racks or large internal sections that exceed the reach of copper.\n\nNow look at this from an investor's perspective: the optics-to-GPU ratio.\nPrevious Generations (Hopper/Blackwell): Optics were primarily for scale-out (connecting one rack to another). You might have had ~1 to 1.5 optical transceivers for every GPU.\n\nRubin Ultra NVL576: With 792 engines supporting 144 GPU packages (which hold the 576 dies), the ratio jumps to 5.5 optical engines per GPU package, a structural increase. NVIDIA is essentially consuming 4x to 5x more optical components per compute unit.", "reply_text": null, "parent_text": null, "quoted_text": "$LITE $GLW $AAOI $AXTI $COHR\n\nConfused by Broadcom's CEO comments on Copper vs. Optics? 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{"unit_id": "orig:2016342338248077682", "ticker_idx": 0, "ts": "2026-01-28T02:47:29+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "They are officially 20+ year projects, two full decades. Gradual ramp-up at best & barely keeps pace with exploding AI demand.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish MU: dismisses oversupply fears as fab expansions are 20+ year projects with gradual ramp that barely keeps pace with AI demand.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "$MU bears already screaming “oversupply” just bc Micron announced leading-edge fab expansions Idaho, NY & Singapore\n\nThey are officially 20+ year projects, two full decades. Gradual ramp-up at best & barely keeps pace with exploding AI demand.\n\nHow old will you be in 20 years? https://t.co/wWUJhGBgYA", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.05752624661698813, "ret_signed_m1d": -0.05752624661698813, "alpha_spy_m1d": -0.057626921331690895, "alpha_c_m1d": -0.03501225393071761, "bench_spy_m1d": 0.00010067471470276423, "bench_c_m1d": -0.022513992686270523, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0011716832666235355, "ret_signed_p1d": 0.0011716832666235355, "alpha_spy_p1d": 0.0031560604214573296, "alpha_c_p1d": -0.0009644666035946159, "bench_spy_p1d": -0.001984377154833794, "bench_c_p1d": 0.0021361498702181514, "ret_p1w": -0.12837713766440217, "ret_signed_p1w": -0.12837713766440217, "alpha_spy_p1w": -0.11510466326961732, "alpha_c_p1w": -0.04530579027338666, "bench_spy_p1w": -0.01327247439478485, "bench_c_p1w": -0.08307134739101552, "ret_p1m": -0.045304197873561436, "ret_signed_p1m": -0.045304197873561436, "alpha_spy_p1m": -0.03650376312820269, "alpha_c_p1m": -0.03421523389342995, "bench_spy_p1m": -0.008800434745358743, "bench_c_p1m": -0.011088963980131483, "ret_p3m": 0.2056155787512135, "ret_signed_p3m": 0.2056155787512135, "alpha_spy_p3m": 0.17440685836213077, "alpha_c_p3m": -0.009515361969254288, "bench_spy_p3m": 0.031208720389082734, "bench_c_p3m": 0.2151309407204678, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.045304197873561436, "alpha_spy_stated": -0.03650376312820269, "alpha_c_stated": -0.03421523389342995, "price_path": [-0.4861, -0.461, -0.4993, -0.4546, -0.4527, -0.4536, -0.4183, -0.4463, -0.4376, -0.4559, -0.4332, -0.4444, -0.4753, -0.4812, -0.5376, -0.5238, -0.4858, -0.4844, -0.4712, -0.4712, -0.4569, -0.4478, -0.45, -0.4623, -0.4795, -0.4552, -0.433, -0.4203, -0.3944, -0.4065, -0.4462, -0.4546, -0.4661, -0.4821, -0.4292, -0.3893, -0.3648, -0.3656, -0.3417, -0.3417, -0.346, -0.3237, -0.3277, -0.3443, -0.3443, -0.2754, -0.2829, -0.211, -0.2199, -0.2487, -0.2072, -0.2054, -0.2232, -0.2342, -0.2266, -0.1666, -0.1666, -0.1615, -0.1061, -0.0866, -0.0819, -0.1061, -0.0575, 0.0, 0.0012, -0.0469, 0.0058, -0.0364, -0.1284, -0.1204, -0.0933, -0.119, -0.1425, -0.0573, -0.049, -0.0543, -0.0543, -0.0816, -0.0329, -0.0412, -0.0163, -0.0329, -0.0397, -0.0144, -0.0453, -0.0526, -0.0519, -0.1277, -0.0793, -0.0878, -0.1493, -0.1056, -0.0739, -0.0381, -0.0688, -0.021, 0.015, 0.0607, 0.0608, 0.0207, -0.0284, -0.0711, -0.0913, -0.1222, -0.1834, -0.1793, -0.2604, -0.2235, -0.1546, -0.1583, -0.1583, -0.1318, -0.1322, -0.0652, -0.0312, -0.0333, -0.0196, 0.0702, 0.0486, 0.0509, 0.0459, 0.0306, 0.0328, 0.1204, 0.1072, 0.1416, 0.2056, 0.159, 0.1916, 0.1886, 0.2462, 0.3249, 0.4714, 0.532, 0.4862, 0.7164, 0.8279, 0.7619, 0.847, 0.7835, 0.6655, 0.5664, 0.6059, 0.6824, 0.7516, 0.7261, 0.7261, 1.059, 1.1338, 1.1226, 1.2317, 1.3799, 1.4457, 1.4812, 1.2891, 0.9858, 1.1818, 1.151, 1.0498, 1.2888, 1.2561, 1.5006, 1.3461, 1.3976, 1.6063, 1.6063, 1.7842, 1.4173, 1.4173, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2016013096964522102", "ticker_idx": 0, "ts": "2026-01-27T04:59:12+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU gets a PERFECT 10/10 outlook rating. London Stock Exchange Group Research Report awarded Micron the absolute highest outlook score, DOUBLE the Nvidia's rating of 5 Bullish 💰", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Author endorses LSEG's top-rated bullish outlook on Micron, highlighting perfect 10/10 score double Nvidia's rating.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU gets a PERFECT 10/10 outlook rating.\n\nLondon Stock Exchange Group Research Report awarded Micron the absolute highest outlook score, DOUBLE the Nvidia's rating of 5\n\nBullish 💰 https://t.co/UWN8gWxK0W", "reply_text": null, "parent_text": null, "quoted_text": "$MU London Stock Exchange Group (LSEG) just dropped a Research Report on Micron.\n\nMicron scored 9, highest among its peers.\n\nThe average score combines the quantitative analysis of six factors: Earnings, Fundamental, Relative Valuation, Risk, Price Momentum and Insider Trading. https://t.co/7hSmIX2lSh", "parent_author": null, "ret_m1d": -0.05155517571166213, "ret_signed_m1d": -0.05155517571166213, "alpha_spy_m1d": -0.047586820914981676, "alpha_c_m1d": -0.03085537785830117, "bench_spy_m1d": -0.003968354796680451, "bench_c_m1d": -0.020699797853360957, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.06103750519364337, "ret_signed_p1d": 0.06103750519364337, "alpha_spy_p1d": 0.06113816977396824, "alpha_c_p1d": 0.03800495790619718, "bench_spy_p1d": -0.0001006645803248718, "bench_c_p1d": 0.023032547287446192, "ret_p1w": 0.02242597155829551, "ret_signed_p1w": 0.02242597155829551, "alpha_spy_p1w": 0.030995429942269892, "alpha_c_p1w": 0.04592506873255886, "bench_spy_p1w": -0.008569458383974382, "bench_c_p1w": -0.02349909717426335, "ret_p1m": 0.04572936464931909, "ret_signed_p1m": 0.04572936464931909, "alpha_spy_p1m": 0.04909382018892361, "alpha_c_p1m": -0.0007040390636565697, "bench_spy_p1m": -0.003364455539604516, "bench_c_p1m": 0.04643340371297566, "ret_p3m": 0.2113121292028881, "ret_signed_p3m": 0.2113121292028881, "alpha_spy_p3m": 0.18198053495825528, "alpha_c_p3m": -0.032248343335862684, "bench_spy_p3m": 0.02933159424463283, "bench_c_p3m": 0.2435604725387508, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.04572936464931909, "alpha_spy_stated": 0.04909382018892361, "alpha_c_stated": -0.0007040390636565697, "price_path": [-0.4542, -0.4548, -0.4281, -0.4687, -0.4213, -0.4193, -0.4203, -0.3828, -0.4125, -0.4033, -0.4226, -0.3986, -0.4105, -0.4432, -0.4495, -0.5093, -0.4947, -0.4544, -0.4529, -0.4389, -0.4389, -0.4238, -0.4141, -0.4165, -0.4294, -0.4477, -0.422, -0.3984, -0.385, -0.3574, -0.3702, -0.4124, -0.4213, -0.4335, -0.4505, -0.3944, -0.3521, -0.3261, -0.3268, -0.3015, -0.3015, -0.3061, -0.2824, -0.2867, -0.3043, -0.3043, -0.2311, -0.2391, -0.1629, -0.1723, -0.2029, -0.1588, -0.1569, -0.1758, -0.1874, -0.1794, -0.1158, -0.1158, -0.1103, -0.0515, -0.0309, -0.0258, -0.0516, 0.0, 0.061, 0.0623, 0.0113, 0.0672, 0.0224, -0.0752, -0.0667, -0.0379, -0.0652, -0.0902, 0.0002, 0.0091, 0.0035, 0.0035, -0.0255, 0.0261, 0.0173, 0.0437, 0.0262, 0.0189, 0.0457, 0.013, 0.0052, 0.0059, -0.0745, -0.0231, -0.0322, -0.0974, -0.051, -0.0174, 0.0206, -0.0119, 0.0387, 0.0769, 0.1254, 0.1255, 0.083, 0.0309, -0.0144, -0.0359, -0.0686, -0.1335, -0.1292, -0.2153, -0.1761, -0.103, -0.1069, -0.1069, -0.0788, -0.0792, -0.0081, 0.0279, 0.0257, 0.0402, 0.1356, 0.1126, 0.115, 0.1097, 0.0935, 0.0959, 0.1888, 0.1747, 0.2113, 0.2792, 0.2298, 0.2643, 0.2612, 0.3222, 0.4057, 0.5612, 0.6256, 0.5769, 0.8212, 0.9395, 0.8694, 0.9597, 0.8924, 0.7672, 0.662, 0.704, 0.785, 0.8585, 0.8314, 0.8314, 1.1847, 1.264, 1.2521, 1.3679, 1.5252, 1.5949, 1.6327, 1.4289, 1.107, 1.3149, 1.2823, 1.175, 1.4286, 1.3938, 1.6532, 1.4892, 1.5439, 1.7654, 1.7654, 1.9541, 1.5649, 1.5649, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2016927890173202590", "ticker_idx": 0, "ts": "2026-01-29T17:34:16+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "HBM redefining DRAM into an AI Asset", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish MU: HBM redefining DRAM as an AI asset amid robust 2025-26 demand and memory shortage driving supply constraints.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU \"The DRAM crisis could spell the end for some GPU makers\"\n\n\"Zotac has warned that the ongoing memory shortage threatens the survival of some graphics card manufacturers, highlighting mounting pressure across the PC hardware supply chain.\"\n\nHBM redefining DRAM into an AI Asset https://t.co/nXUfsa9prJ", "reply_text": null, "parent_text": null, "quoted_text": "$MU Alerts Customers to Price Hikes, Signaling Robust 2025-26 Demand. Here's the letter from EVP of Sales\n\nValued Channel Partners, Recent market dynamics indicate that the memory and storage markets have started to recover, with growth anticipated through calendar 2025 and 2026. https://t.co/llVwj8NP4p", "parent_author": null, "ret_m1d": -0.001170312031599341, "ret_signed_m1d": -0.001170312031599341, "alpha_spy_m1d": -0.0031586347686489713, "alpha_c_m1d": 0.0009612844291158051, "bench_spy_m1d": 0.0019883227370496304, "bench_c_m1d": -0.002131596460715146, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04798188254691005, "ret_signed_p1d": -0.04798188254691005, "alpha_spy_p1d": -0.044999398441335714, "alpha_c_p1d": -0.014306853976880696, "bench_spy_p1d": -0.0029824841055743345, "bench_c_p1d": -0.03367502857002935, "ret_p1w": -0.12138871516552752, "ret_signed_p1w": -0.12138871516552752, "alpha_spy_p1w": -0.09773015005202468, "alpha_c_p1w": -0.0340875495960401, "bench_spy_p1w": -0.02365856511350284, "bench_c_p1w": -0.08730116556948742, "ret_p1m": -0.053741527147561086, "ret_signed_p1m": -0.053741527147561086, "alpha_spy_p1m": -0.04214277155998958, "alpha_c_p1m": -0.027036233533177412, "bench_spy_p1m": -0.011598755587571508, "bench_c_p1m": -0.026705293614383674, "ret_p3m": 0.1576718910245789, "ret_signed_p3m": 0.1576718910245789, "alpha_spy_p3m": 0.12944062566182413, "alpha_c_p3m": -0.018822658650725854, "bench_spy_p3m": 0.028231265362754776, "bench_c_p3m": 0.17649454967530476, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.053741527147561086, "alpha_spy_stated": -0.04214277155998958, "alpha_c_stated": -0.027036233533177412, "price_path": [-0.4617, -0.4999, -0.4552, -0.4533, -0.4543, -0.419, -0.447, -0.4383, -0.4565, -0.4338, -0.445, -0.4759, -0.4818, -0.5381, -0.5243, -0.4864, -0.485, -0.4718, -0.4718, -0.4576, -0.4484, -0.4507, -0.4629, -0.4801, -0.4559, -0.4336, -0.421, -0.3951, -0.4072, -0.4469, -0.4552, -0.4667, -0.4827, -0.4299, -0.39, -0.3656, -0.3663, -0.3424, -0.3424, -0.3468, -0.3245, -0.3285, -0.3451, -0.3451, -0.2762, -0.2837, -0.2119, -0.2208, -0.2496, -0.2081, -0.2063, -0.2241, -0.2351, -0.2275, -0.1676, -0.1676, -0.1624, -0.1071, -0.0877, -0.0829, -0.1072, -0.0586, -0.0012, 0.0, -0.048, 0.0046, -0.0375, -0.1294, -0.1214, -0.0943, -0.12, -0.1435, -0.0584, -0.0501, -0.0554, -0.0554, -0.0826, -0.0341, -0.0423, -0.0175, -0.034, -0.0408, -0.0156, -0.0464, -0.0537, -0.0531, -0.1288, -0.0804, -0.0889, -0.1503, -0.1066, -0.075, -0.0392, -0.0699, -0.0222, 0.0138, 0.0594, 0.0595, 0.0195, -0.0296, -0.0721, -0.0924, -0.1232, -0.1843, -0.1803, -0.2613, -0.2244, -0.1555, -0.1592, -0.1592, -0.1328, -0.1332, -0.0663, -0.0324, -0.0345, -0.0208, 0.069, 0.0473, 0.0496, 0.0447, 0.0294, 0.0316, 0.1191, 0.1059, 0.1403, 0.2042, 0.1577, 0.1902, 0.1872, 0.2447, 0.3233, 0.4697, 0.5303, 0.4844, 0.7144, 0.8258, 0.7598, 0.8449, 0.7814, 0.6636, 0.5646, 0.6041, 0.6804, 0.7495, 0.724, 0.724, 1.0566, 1.1313, 1.1201, 1.2291, 1.3771, 1.4428, 1.4783, 1.2865, 0.9835, 1.1792, 1.1485, 1.0474, 1.2862, 1.2534, 1.4976, 1.3433, 1.3948, 1.6032, 1.6032, 1.7809, 1.4145, 1.4145, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2021333803520884805", "ticker_idx": 0, "ts": "2026-02-10T21:21:47+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "HBM4 = appetizer? Micron's Custom ASIC HBM4E should deliver the real leap, superior bandwidth & efficiency, stronger customer adoption, and significantly higher gross margins", "tweet_type": "analysis", "timeline": "quarters", "summary": "Bullish MU: HBM4E seen as the real margin/performance leap with superior bandwidth, stronger adoption, and significantly higher gross margins.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU Is this a pattern?\n\nHBM3 → HBM3E = massive margin & performance step-up.\n\nHBM4 = appetizer? Micron's Custom ASIC HBM4E should deliver the real leap, superior bandwidth & efficiency, stronger customer adoption, and significantly higher gross margins. https://t.co/GxtSy8XZZF", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": -0.09038847502394831, "ret_signed_m1d": -0.09038847502394831, "alpha_spy_m1d": -0.09061965059740684, "alpha_c_m1d": -0.06623111680233484, "bench_spy_m1d": 0.0002311755734585308, "bench_c_m1d": -0.024157358221613467, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.008846330552533033, "ret_signed_p1d": 0.008846330552533033, "alpha_spy_p1d": 0.024295190250419263, "alpha_c_p1d": 0.029749010173658275, "bench_spy_p1d": -0.01544885969788623, "bench_c_p1d": -0.020902679621125242, "ret_p1w": 0.025856644624870917, "ret_signed_p1w": 0.025856644624870917, "alpha_spy_p1w": 0.034050829978377606, "alpha_c_p1w": 0.031233015213836368, "bench_spy_p1w": -0.008194185353506689, "bench_c_p1w": -0.005376370588965451, "ret_p1m": -0.012160672600280864, "ret_signed_p1m": -0.012160672600280864, "alpha_spy_p1m": 0.025269286388445278, "alpha_c_p1m": 0.05209024107664584, "bench_spy_p1m": -0.03742995898872614, "bench_c_p1m": -0.0642509136769267, "ret_p3m": 0.9390362248077155, "ret_signed_p3m": 0.9390362248077155, "alpha_spy_p3m": 0.8677040620427314, "alpha_c_p3m": 0.5496008632794793, "bench_spy_p3m": 0.07133216276498411, "bench_c_p3m": 0.3894353615282362, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": 0.9390362248077155, "alpha_spy_stated": 0.8677040620427314, "alpha_c_stated": 0.5496008632794793, "price_path": [-0.3987, -0.4106, -0.4434, -0.4497, -0.5095, -0.4948, -0.4545, -0.453, -0.4391, -0.4391, -0.4239, -0.4142, -0.4166, -0.4296, -0.4479, -0.4221, -0.3985, -0.3851, -0.3576, -0.3704, -0.4126, -0.4214, -0.4336, -0.4506, -0.3945, -0.3522, -0.3262, -0.327, -0.3016, -0.3016, -0.3062, -0.2826, -0.2869, -0.3045, -0.3045, -0.2313, -0.2393, -0.1631, -0.1725, -0.2031, -0.159, -0.1571, -0.176, -0.1876, -0.1796, -0.116, -0.116, -0.1105, -0.0517, -0.0311, -0.0261, -0.0518, -0.0002, 0.0608, 0.062, 0.0111, 0.0669, 0.0222, -0.0754, -0.0669, -0.0381, -0.0654, -0.0904, 0.0, 0.0088, 0.0032, 0.0032, -0.0257, 0.0259, 0.0171, 0.0435, 0.0259, 0.0187, 0.0455, 0.0127, 0.0049, 0.0057, -0.0747, -0.0233, -0.0324, -0.0976, -0.0512, -0.0176, 0.0203, -0.0122, 0.0385, 0.0767, 0.1251, 0.1252, 0.0827, 0.0306, -0.0146, -0.0361, -0.0688, -0.1337, -0.1295, -0.2154, -0.1763, -0.1032, -0.1071, -0.1071, -0.079, -0.0794, -0.0084, 0.0277, 0.0254, 0.04, 0.1353, 0.1123, 0.1147, 0.1095, 0.0933, 0.0956, 0.1885, 0.1744, 0.211, 0.2789, 0.2295, 0.264, 0.2609, 0.3219, 0.4054, 0.5608, 0.6252, 0.5765, 0.8207, 0.939, 0.8689, 0.9593, 0.8919, 0.7667, 0.6616, 0.7035, 0.7846, 0.858, 0.831, 0.831, 1.1842, 1.2635, 1.2516, 1.3673, 1.5246, 1.5943, 1.632, 1.4283, 1.1065, 1.3144, 1.2817, 1.1744, 1.428, 1.3932, 1.6525, 1.4886, 1.5433, 1.7647, 1.7647, 1.9534, 1.5642, 1.5642, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:1998229168258203766", "ticker_idx": 0, "ts": "2025-12-09T03:12:13+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU Symptoms of a Memory MEGA Cycle: Killing off your own profitable 29-year-old consumer brand (Crucial) to redirect all DRAM and NAND capacity to high-margin AI data centers.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long MU: capacity reallocation to high-margin AI data centers signals a memory mega cycle; endorses bargain valuation thesis.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU Symptoms of a Memory MEGA Cycle:\n\nKilling off your own profitable 29-year-old consumer brand (Crucial) to redirect all DRAM and NAND capacity to high-margin AI data centers.", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": -0.021789132223209995, "ret_signed_m1d": -0.021789132223209995, "alpha_spy_m1d": -0.0226529057575926, "alpha_c_m1d": -0.020569608393340988, "bench_spy_m1d": 0.0008637735343826058, "bench_c_m1d": -0.001219523829869007, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0447269140843225, "ret_signed_p1d": 0.0447269140843225, "alpha_spy_p1d": 0.03809485962595538, "alpha_c_p1d": 0.03090572697327909, "bench_spy_p1d": 0.00663205445836712, "bench_c_p1d": 0.01382118711104341, "ret_p1w": -0.07887658362823968, "ret_signed_p1w": -0.07887658362823968, "alpha_spy_p1w": -0.07277151481737487, "alpha_c_p1w": -0.032643522669055125, "bench_spy_p1w": -0.006105068810864811, "bench_c_p1w": -0.04623306095918456, "ret_p1m": 0.345722003071697, "ret_signed_p1m": 0.345722003071697, "alpha_spy_p1m": 0.33316399545765996, "alpha_c_p1m": 0.29906069843837746, "bench_spy_p1m": 0.012558007614037026, "bench_c_p1m": 0.04666130463331952, "ret_p3m": 0.4675919993582178, "ret_signed_p3m": 0.4675919993582178, "alpha_spy_p3m": 0.4802900199139917, "alpha_c_p3m": 0.4330550015355241, "bench_spy_p3m": -0.012698020555773848, "bench_c_p3m": 0.034536997822693705, "ret_p6m": 3.280404579255796, "ret_signed_p6m": 3.280404579255796, "alpha_spy_p6m": 3.1698772458284, "alpha_c_p6m": 2.546299102059025, "bench_spy_p6m": 0.11052733342739618, "bench_c_p6m": 0.734105477196771, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.345722003071697, "alpha_spy_stated": 0.33316399545765996, "alpha_c_stated": 0.29906069843837746, "price_path": [-0.4039, -0.3775, -0.3754, -0.3712, -0.3666, -0.3313, -0.3557, -0.3482, -0.3412, -0.3598, -0.3791, -0.3773, -0.3511, -0.3376, -0.2788, -0.2725, -0.2559, -0.2435, -0.2644, -0.2214, -0.2381, -0.2806, -0.2363, -0.2589, -0.2396, -0.1976, -0.1982, -0.1808, -0.1986, -0.2137, -0.1811, -0.1323, -0.128, -0.1209, -0.1022, -0.1126, -0.1135, -0.0702, -0.1362, -0.0591, -0.0558, -0.0574, 0.0035, -0.0448, -0.0298, -0.0613, -0.0221, -0.0415, -0.0948, -0.105, -0.2022, -0.1785, -0.1129, -0.1105, -0.0878, -0.0878, -0.0631, -0.0474, -0.0512, -0.0723, -0.1021, -0.0602, -0.0218, 0.0, 0.0447, 0.0239, -0.0447, -0.0591, -0.0789, -0.1066, -0.0153, 0.0535, 0.0958, 0.0945, 0.1357, 0.1357, 0.1282, 0.1667, 0.1598, 0.1312, 0.1312, 0.2501, 0.2371, 0.3611, 0.3457, 0.2961, 0.3677, 0.3708, 0.3401, 0.3211, 0.3341, 0.4377, 0.4377, 0.4466, 0.5421, 0.5757, 0.5839, 0.5421, 0.6259, 0.7251, 0.7271, 0.6443, 0.7351, 0.6623, 0.5037, 0.5175, 0.5643, 0.5199, 0.4793, 0.6263, 0.6407, 0.6315, 0.6315, 0.5844, 0.6683, 0.6541, 0.6969, 0.6684, 0.6567, 0.7002, 0.647, 0.6343, 0.6355, 0.5048, 0.5884, 0.5736, 0.4676, 0.543, 0.5976, 0.6594, 0.6065, 0.6889, 0.751, 0.8298, 0.83, 0.7608, 0.6761, 0.6025, 0.5676, 0.5143, 0.4088, 0.4158, 0.2759, 0.3395, 0.4585, 0.4521, 0.4521, 0.4978, 0.4971, 0.6127, 0.6713, 0.6676, 0.6913, 0.8463, 0.8089, 0.8129, 0.8043, 0.7779, 0.7818, 0.9328, 0.91, 0.9695, 1.0798, 0.9995, 1.0557, 1.0505, 1.1498, 1.2856, 1.5383, 1.643, 1.5638, 1.961, 2.1534, 2.0394, 2.1863, 2.0768, 1.8732, 1.7022, 1.7704, 1.9023, 2.0217, 1.9777, 1.9777, 2.5521, 2.6811, 2.6617, 2.8499, 3.1057, 3.2191, 3.2804]}
{"unit_id": "orig:2030873924280762677", "ticker_idx": 0, "ts": "2026-03-09T05:10:50+00:00", "symbol": "SNDK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "For every PINK candle, BLUE one follows. Trust the cycle. Patience.", "tweet_type": "prediction", "timeline": "days", "summary": "After each down candle a up candle follows for SNDK and MU; buy the cycle dip.", "resolved_tickers": ["SNDK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "original", "lang": "en", "tweet_text": "$SNDK $MU For every PINK candle, BLUE one follows. Trust the cycle. Patience.\n\nGet 270+ charts daily. Try it free:\nhttps://t.co/ZQDP5HCFyq https://t.co/ynbIUO6Kyz", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.10429223144032729, "ret_signed_m1d": -0.10429223144032729, "alpha_spy_m1d": -0.09560834046878941, "alpha_c_m1d": -0.08661900634187636, "bench_spy_m1d": -0.008683890971537878, "bench_c_m1d": -0.01767322509845093, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05122897623741518, "ret_signed_p1d": 0.05122897623741518, "alpha_spy_p1d": 0.05283599181390486, "alpha_c_p1d": 0.05122897623741518, "bench_spy_p1d": -0.0016070155764896787, "bench_c_p1d": 0.0, "ret_p1w": 0.19516591345081236, "ret_signed_p1w": 0.19516591345081236, "alpha_spy_p1w": 0.20878872670328108, "alpha_c_p1w": 0.20217792018121805, "bench_spy_p1w": -0.013622813252468724, "bench_c_p1w": -0.0070120067304056954, "ret_p1m": 0.20734464249132678, "ret_signed_p1m": 0.20734464249132678, "alpha_spy_p1m": 0.23277654149721883, "alpha_c_p1m": 0.2227935153322309, "bench_spy_p1m": -0.025431899005892045, "bench_c_p1m": -0.015448872840904126, "ret_p3m": 1.9889424899168047, "ret_signed_p3m": 1.9889424899168047, "alpha_spy_p3m": 1.869686627507879, "alpha_c_p3m": 1.6050688030058766, "bench_spy_p3m": 0.11925586240892572, "bench_c_p3m": 0.38387368691092805, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": 0.19516591345081236, "alpha_spy_stated": 0.20878872670328108, "alpha_c_stated": 0.20217792018121805, "price_path": [-0.6045, -0.5896, -0.6498, -0.6571, -0.6445, -0.6487, -0.6272, -0.5964, -0.5906, -0.584, -0.5752, -0.5752, -0.5753, -0.5851, -0.592, -0.5968, -0.5968, -0.5325, -0.5345, -0.4061, -0.3995, -0.4318, -0.3589, -0.3388, -0.3379, -0.3413, -0.3049, -0.2974, -0.2974, -0.2303, -0.1485, -0.1449, -0.1952, -0.2003, -0.1823, -0.1038, -0.084, -0.0212, 0.13, 0.1814, -0.0071, -0.0213, 0.0157, -0.0091, -0.08, 0.018, 0.0706, 0.0643, 0.0643, 0.0032, 0.0198, 0.055, 0.104, 0.1321, 0.0846, 0.0741, 0.1073, 0.0792, 0.0516, -0.0396, 0.0175, -0.0393, -0.1043, 0.0, 0.0512, 0.1133, 0.0511, 0.1238, 0.1952, 0.2233, 0.2802, 0.3115, 0.2055, 0.1932, 0.1932, 0.1514, 0.0245, 0.046, -0.0276, 0.0792, 0.1767, 0.1917, 0.1917, 0.2308, 0.2073, 0.3264, 0.4465, 0.4468, 0.6179, 0.6042, 0.5147, 0.5618, 0.5644, 0.5508, 0.5346, 0.663, 0.5838, 0.6814, 0.8178, 0.7026, 0.8076, 0.8625, 1.0162, 1.1332, 1.3887, 1.395, 1.276, 1.6537, 1.6286, 1.4664, 1.4582, 1.3486, 1.3909, 1.2642, 1.3496, 1.3654, 1.6196, 1.5117, 1.5117, 1.7, 1.7006, 1.7884, 1.879, 1.9919, 1.9154, 2.1109, 1.9889, 1.6486, 1.7891, 1.7968, 1.7911, 2.1959, 2.3633, 2.5804, 2.3828, 2.3272, 2.711, 2.711, 2.8621, 2.3353, 2.3353, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2030873924280762677", "ticker_idx": 1, "ts": "2026-03-09T05:10:50+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "For every PINK candle, BLUE one follows. Trust the cycle. Patience.", "tweet_type": "prediction", "timeline": "days", "summary": "After each down candle a up candle follows for SNDK and MU; buy the cycle dip.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "$SNDK $MU For every PINK candle, BLUE one follows. Trust the cycle. Patience.\n\nGet 270+ charts daily. Try it free:\nhttps://t.co/ZQDP5HCFyq https://t.co/ynbIUO6Kyz", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.04885443959208846, "ret_signed_m1d": -0.04885443959208846, "alpha_spy_m1d": -0.040170548620550584, "alpha_c_m1d": -0.013836568735838162, "bench_spy_m1d": -0.008683890971537878, "bench_c_m1d": -0.0350178708562503, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03542065676428452, "ret_signed_p1d": 0.03542065676428452, "alpha_spy_p1d": 0.0370276723407742, "alpha_c_p1d": 0.027915036428745044, "bench_spy_p1d": -0.0016070155764896787, "bench_c_p1d": 0.007505620335539476, "ret_p1w": 0.13479909356117736, "ret_signed_p1w": 0.13479909356117736, "alpha_spy_p1w": 0.1484219068136461, "alpha_c_p1w": 0.13594010757092578, "bench_spy_p1w": -0.013622813252468724, "bench_c_p1w": -0.00114101400974842, "ret_p1m": -0.02974776819200242, "ret_signed_p1m": -0.02974776819200242, "alpha_spy_p1m": -0.004315869186110377, "alpha_c_p1m": -0.04377013005463248, "bench_spy_p1m": -0.025431899005892045, "bench_c_p1m": 0.014022361862630062, "ret_p3m": 1.5593814747800736, "ret_signed_p3m": 1.5593814747800736, "alpha_spy_p3m": 1.440125612371148, "alpha_c_p3m": 0.9681599389976576, "bench_spy_p3m": 0.11925586240892572, "bench_c_p3m": 0.591221535782416, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": 0.13479909356117736, "alpha_spy_stated": 0.1484219068136461, "alpha_c_stated": 0.13594010757092578, "price_path": [-0.3229, -0.3364, -0.3809, -0.3902, -0.403, -0.421, -0.3618, -0.3172, -0.2898, -0.2907, -0.2639, -0.2639, -0.2688, -0.2439, -0.2484, -0.2669, -0.2669, -0.1898, -0.1982, -0.1179, -0.1278, -0.16, -0.1136, -0.1116, -0.1315, -0.1438, -0.1353, -0.0682, -0.0682, -0.0625, -0.0005, 0.0212, 0.0265, -0.0006, 0.0537, 0.1181, 0.1194, 0.0657, 0.1245, 0.0774, -0.0255, -0.0165, 0.0138, -0.0149, -0.0413, 0.054, 0.0633, 0.0574, 0.0574, 0.0269, 0.0812, 0.072, 0.0998, 0.0813, 0.0737, 0.1019, 0.0674, 0.0592, 0.06, -0.0248, 0.0294, 0.0199, -0.0489, 0.0, 0.0354, 0.0754, 0.0412, 0.0945, 0.1348, 0.1859, 0.186, 0.1411, 0.0863, 0.0386, 0.016, -0.0186, -0.087, -0.0825, -0.1731, -0.1319, -0.0548, -0.0589, -0.0589, -0.0293, -0.0297, 0.0452, 0.0831, 0.0808, 0.0961, 0.1966, 0.1724, 0.1749, 0.1694, 0.1523, 0.1548, 0.2527, 0.2379, 0.2764, 0.3479, 0.2959, 0.3323, 0.3289, 0.3933, 0.4813, 0.6451, 0.7129, 0.6616, 0.919, 1.0437, 0.9699, 1.0651, 0.9941, 0.8621, 0.7513, 0.7955, 0.881, 0.9583, 0.9298, 0.9298, 1.3021, 1.3857, 1.3731, 1.4951, 1.6609, 1.7344, 1.7741, 1.5594, 1.2202, 1.4393, 1.4049, 1.2918, 1.559, 1.5224, 1.7958, 1.623, 1.6806, 1.914, 1.914, 2.1128, 1.7027, 1.7027, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:1973549209199812810", "ticker_idx": 0, "ts": "2025-10-02T00:42:52+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I don't think it's done running", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish IREN; expects further upside after recent ~10% move despite potential short-term pause.", "resolved_tickers": ["IREN"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "quote", "lang": "en", "tweet_text": "🤪 $IREN Monstrous growth\n\nIt may take a breather but I don't think it's done running. https://t.co/SYdizRNVpE", "reply_text": null, "parent_text": null, "quoted_text": "🟦 $IREN Shrugs off JPMorgan Downgrade and rises nearly 10% today and attempts to reattach to the upper Bollinger Band. Bullish! \n\nNearly 60% gains with the last (D) BLUE candle alone 💰💴\n\n250+ Daily BLUE Candle Alerts. Free Trial:\nhttps://t.co/ZQDP5HCFyq https://t.co/H7euFe7Iv4", "parent_author": null, "ret_m1d": 0.001276081937619633, "ret_signed_m1d": 0.001276081937619633, "alpha_spy_m1d": 0.0024265815603116137, "alpha_c_m1d": 0.0005263532881494282, "bench_spy_m1d": -0.0011504996226919806, "bench_c_m1d": 0.0007497286494702049, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.07316032737598555, "ret_signed_p1d": 0.07316032737598555, "alpha_spy_p1d": 0.07317504082332238, "alpha_c_p1d": 0.0662249574016518, "bench_spy_p1d": -1.4713447336833774e-05, "bench_c_p1d": 0.006935369974333749, "ret_p1w": 0.35793274888364124, "ret_signed_p1w": 0.35793274888364124, "alpha_spy_p1w": 0.3550337399630621, "alpha_c_p1w": 0.3584950272770898, "bench_spy_p1w": 0.002899008920579149, "bench_c_p1w": -0.0005622783934485787, "ret_p1m": 0.29200339022900423, "ret_signed_p1m": 0.29200339022900423, "alpha_spy_p1m": 0.27281668706563145, "alpha_c_p1m": 0.3103727191983412, "bench_spy_p1m": 0.019186703163372787, "bench_c_p1m": -0.018369328969336962, "ret_p3m": -0.185453022879827, "ret_signed_p3m": -0.185453022879827, "alpha_spy_p3m": -0.21506972102407507, "alpha_c_p3m": -0.22336972244678788, "bench_spy_p3m": 0.029616698144248055, "bench_c_p3m": 0.037916699566960865, "ret_p6m": -0.25372182452214265, "ret_signed_p6m": -0.25372182452214265, "alpha_spy_p6m": -0.20662306804753616, "alpha_c_p6m": -0.1576340995393153, "bench_spy_p6m": -0.047098756474606485, "bench_c_p6m": -0.09608772498282736, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.29200339022900423, "alpha_spy_stated": 0.27281668706563145, "alpha_c_stated": 0.3103727191983412, "price_path": [-0.6395, -0.6408, -0.6393, -0.6378, -0.6548, -0.6325, -0.641, -0.6319, -0.6161, -0.6185, -0.614, -0.6046, -0.5961, -0.6142, -0.6231, -0.6474, -0.6642, -0.6567, -0.6574, -0.6725, -0.6495, -0.6501, -0.6104, -0.6051, -0.6076, -0.6178, -0.6208, -0.6229, -0.5942, -0.5812, -0.5597, -0.6017, -0.5798, -0.5834, -0.5442, -0.5083, -0.5111, -0.5246, -0.51, -0.4368, -0.4368, -0.3809, -0.4, -0.4443, -0.4439, -0.443, -0.3579, -0.2848, -0.3014, -0.2778, -0.2101, -0.2248, -0.194, -0.2276, -0.1782, -0.1089, -0.1117, 0.0026, -0.0155, -0.1097, -0.0232, -0.0019, 0.0013, 0.0, 0.0732, 0.2282, 0.3118, 0.278, 0.3579, 0.2712, 0.3641, 0.4794, 0.4458, 0.315, 0.2914, 0.2595, 0.1739, 0.1023, 0.188, 0.3377, 0.3822, 0.3275, 0.285, 0.2382, 0.292, 0.4409, 0.4171, 0.6251, 0.4241, 0.3267, 0.2797, 0.2203, 0.1846, 0.0347, -0.0138, 0.0083, 0.0389, -0.0253, -0.0755, -0.1012, 0.0313, 0.0096, 0.0304, 0.0304, 0.0168, 0.0313, -0.1255, -0.0651, -0.0121, -0.0491, -0.0145, -0.0038, -0.0659, -0.0655, -0.1465, -0.2454, -0.2218, -0.2816, -0.2386, -0.151, -0.1059, -0.1053, -0.1072, -0.1072, -0.1429, -0.1618, -0.1855, -0.1967, -0.1967, -0.0919, 0.0259, -0.0236, -0.0722, -0.0285, -0.0211, 0.0704, 0.127, 0.1246, 0.1036, 0.2297, 0.2297, 0.154, 0.1374, 0.1114, 0.2054, 0.1136, 0.2758, 0.3386, 0.2726, 0.1429, 0.1289, 0.1567, -0.0442, -0.1538, -0.1104, -0.0185, -0.087, -0.0925, -0.1487, -0.1021, -0.1021, -0.1287, -0.1051, -0.0793, -0.1497, -0.0991, -0.0334, -0.0636, -0.0591, -0.1291, -0.1197, -0.1738, -0.0676, -0.1466, -0.2195, -0.174, -0.1893, -0.1072, -0.1202, -0.1157, -0.0442, -0.0863, -0.1023, -0.114, -0.1219, -0.1034, -0.1255, -0.1189, -0.2035, -0.2537]}
{"unit_id": "thread:2005713068605702459", "ticker_idx": 0, "ts": "2025-12-29T18:50:34+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "For now $324", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long MU targeting $324; early innings of memory market transformation.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "self_thread", "lang": "en", "tweet_text": "$MU $291.81 All Time High\n\nWe're still in the early stages of the memory market transformation.\n\nUnderstand the fundamentals. That's how you stay with winners such as $MU, $PLTR and $RKLB. https://t.co/RKkCAyS5Qt\n\n---\n\nFor now $324.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.03293480743250321, "ret_signed_m1d": -0.03293480743250321, "alpha_spy_m1d": -0.03651120598524471, "alpha_c_m1d": -0.03746514414812252, "bench_spy_m1d": 0.0035763985527415, "bench_c_m1d": 0.00453033671561931, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.005910992747669375, "ret_signed_p1d": -0.005910992747669375, "alpha_spy_p1d": -0.0046897791343043504, "alpha_c_p1d": -0.0034399076110734894, "bench_spy_p1d": -0.0012212136133650242, "bench_c_p1d": -0.0024710851365958852, "ret_p1w": 0.0604001341649012, "ret_signed_p1w": 0.0604001341649012, "alpha_spy_p1w": 0.06058906991604118, "alpha_c_p1w": 0.023663072588536505, "bench_spy_p1w": -0.00018893575113998473, "bench_c_p1w": 0.036737061576364693, "ret_p1m": 0.3936201768412877, "ret_signed_p1m": 0.3936201768412877, "alpha_spy_p1m": 0.3825131096807832, "alpha_c_p1m": 0.27544656943153467, "bench_spy_p1m": 0.011107067160504469, "bench_c_p1m": 0.11817360740975302, "ret_p3m": 0.207527878939616, "ret_signed_p3m": 0.207527878939616, "alpha_spy_p3m": 0.26713131011276603, "alpha_c_p3m": 0.1618673938541495, "bench_spy_p3m": -0.059603431173150034, "bench_c_p3m": 0.045660485085466496, "ret_p6m": 2.574453326773054, "ret_signed_p6m": 2.574453326773054, "alpha_spy_p6m": 2.502303152288479, "alpha_c_p6m": 1.8665101006474392, "bench_spy_p6m": 0.07215017448457473, "bench_c_p6m": 0.7079432261256149, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.3936201768412877, "alpha_spy_stated": 0.3825131096807832, "alpha_c_stated": 0.27544656943153467, "price_path": [-0.3819, -0.3764, -0.3622, -0.3516, -0.3694, -0.3326, -0.3469, -0.3833, -0.3454, -0.3648, -0.3482, -0.3123, -0.3128, -0.2979, -0.3131, -0.3261, -0.2981, -0.2563, -0.2526, -0.2465, -0.2304, -0.2393, -0.2401, -0.203, -0.2596, -0.1935, -0.1907, -0.1921, -0.1399, -0.1813, -0.1684, -0.1954, -0.1618, -0.1784, -0.2241, -0.2328, -0.3162, -0.2958, -0.2396, -0.2376, -0.2181, -0.2181, -0.197, -0.1835, -0.1868, -0.2049, -0.2304, -0.1945, -0.1615, -0.1429, -0.1045, -0.1223, -0.1812, -0.1935, -0.2105, -0.2342, -0.156, -0.097, -0.0608, -0.0619, -0.0265, -0.0265, -0.0329, 0.0, -0.0059, -0.0304, -0.0304, 0.0715, 0.0604, 0.1667, 0.1535, 0.1109, 0.1723, 0.1749, 0.1487, 0.1324, 0.1436, 0.2323, 0.2323, 0.2399, 0.3218, 0.3506, 0.3576, 0.3218, 0.3936, 0.4787, 0.4804, 0.4094, 0.4872, 0.4249, 0.2889, 0.3007, 0.3408, 0.3028, 0.268, 0.394, 0.4063, 0.3984, 0.3984, 0.3581, 0.43, 0.4178, 0.4545, 0.4301, 0.42, 0.4573, 0.4117, 0.4009, 0.4019, 0.2898, 0.3614, 0.3488, 0.2579, 0.3226, 0.3694, 0.4223, 0.377, 0.4476, 0.5008, 0.5684, 0.5685, 0.5092, 0.4366, 0.3736, 0.3436, 0.298, 0.2075, 0.2135, 0.0936, 0.1482, 0.2501, 0.2447, 0.2447, 0.2838, 0.2832, 0.3823, 0.4325, 0.4294, 0.4497, 0.5826, 0.5505, 0.5539, 0.5466, 0.524, 0.5272, 0.6567, 0.6371, 0.6881, 0.7827, 0.7138, 0.762, 0.7576, 0.8427, 0.9591, 1.1757, 1.2654, 1.1976, 1.538, 1.7029, 1.6052, 1.7311, 1.6373, 1.4628, 1.3162, 1.3747, 1.4877, 1.59, 1.5523, 1.5523, 2.0447, 2.1552, 2.1386, 2.3, 2.5192, 2.6164, 2.6689, 2.3849, 1.9363, 2.2261, 2.1806, 2.0311, 2.3845, 2.336, 2.6975, 2.4691, 2.5453, 2.8539, 2.8539, 3.1169, 2.5745]}
{"unit_id": "quote:2016531540529062118", "ticker_idx": 0, "ts": "2026-01-28T15:19:19+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": "DRAM", "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Exactly as predicted in my 2024 thesis: the price-hike waves began in 2H 2025.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish MU as DRAM/NAND price hikes materializing in 2H 2025 per thesis; vindicated thesis implies continued upside.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU Recent DRAM & NAND price hikes in one table.\n\nExactly as predicted in my 2024 thesis: the price-hike waves began in 2H 2025.\n\n\"...elevated DRAM contract prices will not come until 2nd half of 2025.\" 👇 https://t.co/vXSg1EHpjY", "reply_text": null, "parent_text": null, "quoted_text": "So what's up with Micron Technology $MU? Why did so many analysts lower the price targets but still rated it as Bullish? A bit contradicting isn't it? Well, here's the answer.\n\nThe DRAM spot prices have been mostly flat. The 'recovery' didn't come as soon as they initially https://t.co/GgCJ7xL1t0", "parent_author": null, "ret_m1d": -0.05752624661698813, "ret_signed_m1d": -0.05752624661698813, "alpha_spy_m1d": -0.057626921331690895, "alpha_c_m1d": -0.03501225393071761, "bench_spy_m1d": 0.00010067471470276423, "bench_c_m1d": -0.022513992686270523, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0011716832666235355, "ret_signed_p1d": 0.0011716832666235355, "alpha_spy_p1d": 0.0031560604214573296, "alpha_c_p1d": -0.0009644666035946159, "bench_spy_p1d": -0.001984377154833794, "bench_c_p1d": 0.0021361498702181514, "ret_p1w": -0.12837713766440217, "ret_signed_p1w": -0.12837713766440217, "alpha_spy_p1w": -0.11510466326961732, "alpha_c_p1w": -0.04530579027338666, "bench_spy_p1w": -0.01327247439478485, "bench_c_p1w": -0.08307134739101552, "ret_p1m": -0.045304197873561436, "ret_signed_p1m": -0.045304197873561436, "alpha_spy_p1m": -0.03650376312820269, "alpha_c_p1m": -0.03421523389342995, "bench_spy_p1m": -0.008800434745358743, "bench_c_p1m": -0.011088963980131483, "ret_p3m": 0.2056155787512135, "ret_signed_p3m": 0.2056155787512135, "alpha_spy_p3m": 0.17440685836213077, "alpha_c_p3m": -0.009515361969254288, "bench_spy_p3m": 0.031208720389082734, "bench_c_p3m": 0.2151309407204678, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.045304197873561436, "alpha_spy_stated": -0.03650376312820269, "alpha_c_stated": -0.03421523389342995, "price_path": [-0.4861, -0.461, -0.4993, -0.4546, -0.4527, -0.4536, -0.4183, -0.4463, -0.4376, -0.4559, -0.4332, -0.4444, -0.4753, -0.4812, -0.5376, -0.5238, -0.4858, -0.4844, -0.4712, -0.4712, -0.4569, -0.4478, -0.45, -0.4623, -0.4795, -0.4552, -0.433, -0.4203, -0.3944, -0.4065, -0.4462, -0.4546, -0.4661, -0.4821, -0.4292, -0.3893, -0.3648, -0.3656, -0.3417, -0.3417, -0.346, -0.3237, -0.3277, -0.3443, -0.3443, -0.2754, -0.2829, -0.211, -0.2199, -0.2487, -0.2072, -0.2054, -0.2232, -0.2342, -0.2266, -0.1666, -0.1666, -0.1615, -0.1061, -0.0866, -0.0819, -0.1061, -0.0575, 0.0, 0.0012, -0.0469, 0.0058, -0.0364, -0.1284, -0.1204, -0.0933, -0.119, -0.1425, -0.0573, -0.049, -0.0543, -0.0543, -0.0816, -0.0329, -0.0412, -0.0163, -0.0329, -0.0397, -0.0144, -0.0453, -0.0526, -0.0519, -0.1277, -0.0793, -0.0878, -0.1493, -0.1056, -0.0739, -0.0381, -0.0688, -0.021, 0.015, 0.0607, 0.0608, 0.0207, -0.0284, -0.0711, -0.0913, -0.1222, -0.1834, -0.1793, -0.2604, -0.2235, -0.1546, -0.1583, -0.1583, -0.1318, -0.1322, -0.0652, -0.0312, -0.0333, -0.0196, 0.0702, 0.0486, 0.0509, 0.0459, 0.0306, 0.0328, 0.1204, 0.1072, 0.1416, 0.2056, 0.159, 0.1916, 0.1886, 0.2462, 0.3249, 0.4714, 0.532, 0.4862, 0.7164, 0.8279, 0.7619, 0.847, 0.7835, 0.6655, 0.5664, 0.6059, 0.6824, 0.7516, 0.7261, 0.7261, 1.059, 1.1338, 1.1226, 1.2317, 1.3799, 1.4457, 1.4812, 1.2891, 0.9858, 1.1818, 1.151, 1.0498, 1.2888, 1.2561, 1.5006, 1.3461, 1.3976, 1.6063, 1.6063, 1.7842, 1.4173, 1.4173, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2025822051857219804", "ticker_idx": 0, "ts": "2026-02-23T06:36:29+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "None of these imply forward P/E expansions beyond the \"old cyclical\" valuations. It's currently ~12x, well below sector median.", "tweet_type": "analysis", "timeline": "months", "summary": "Long MU: trades at ~12x forward P/E, well below sector median, with analyst PTs of $450–$600 implying significant upside.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU PT Revisions for February\n\nTD Cowen: $600\nDeutsche Bank: $500\nPhillip Securities: $500\nMorgan Stanley $450\nNeedham & Company: $450\nUBS: $450\n\nNone of these imply forward P/E expansions beyond the \"old cyclical\" valuations. It's currently ~12x, well below sector median. https://t.co/hFxocorJHR", "reply_text": null, "parent_text": null, "quoted_text": "$MU: $75B Market Cap, $8.1B revenue last qtr\n$AMD: $138B Market Cap, $7.8B revenue last qtr\n$PLTR: $213B Market Cap, $0.8B revenue last qtr\n\nYou can't undo what you've seen.\nMicron is the Bargain of the Century.", "parent_author": null, "ret_m1d": 0.017103317512722427, "ret_signed_m1d": 0.017103317512722427, "alpha_spy_m1d": 0.006786603733236696, "alpha_c_m1d": 0.011896008195104502, "bench_spy_m1d": 0.010316713779485731, "bench_c_m1d": 0.005207309317617925, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.007031412215625532, "ret_signed_p1d": -0.007031412215625532, "alpha_spy_p1d": -0.014299887485823892, "alpha_c_p1d": -0.022241639654659084, "bench_spy_p1d": 0.00726847527019836, "bench_c_p1d": 0.015210227439033552, "ret_p1w": -0.019716354573246386, "ret_signed_p1w": -0.019716354573246386, "alpha_spy_p1w": -0.025563397561591872, "alpha_c_p1w": -0.003997525476116648, "bench_spy_p1w": 0.0058470429883454855, "bench_c_p1w": -0.01571882909712974, "ret_p1m": -0.06043186692613789, "ret_signed_p1m": -0.06043186692613789, "alpha_spy_p1m": -0.02024052746629479, "alpha_c_p1m": -0.01613326120868952, "bench_spy_p1m": -0.0401913394598431, "bench_c_p1m": -0.04429860571744837, "ret_p3m": 0.811103166517908, "ret_signed_p3m": 0.811103166517908, "alpha_spy_p3m": 0.7197209324252396, "alpha_c_p3m": 0.4356914290471299, "bench_spy_p3m": 0.09138223409266844, "bench_c_p3m": 0.37541173747077816, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.06043186692613789, "alpha_spy_stated": -0.02024052746629479, "alpha_c_stated": -0.01613326120868952, "price_path": [-0.4532, -0.4532, -0.4385, -0.429, -0.4313, -0.444, -0.4618, -0.4367, -0.4137, -0.4006, -0.3738, -0.3863, -0.4274, -0.4361, -0.4479, -0.4645, -0.4098, -0.3686, -0.3432, -0.344, -0.3193, -0.3193, -0.3238, -0.3007, -0.3049, -0.322, -0.322, -0.2507, -0.2585, -0.1842, -0.1934, -0.2232, -0.1803, -0.1784, -0.1968, -0.2081, -0.2003, -0.1383, -0.1383, -0.133, -0.0757, -0.0556, -0.0506, -0.0757, -0.0255, 0.034, 0.0352, -0.0145, 0.04, -0.0036, -0.0987, -0.0905, -0.0624, -0.089, -0.1134, -0.0253, -0.0166, -0.0221, -0.0221, -0.0503, -0.0, -0.0086, 0.0171, 0.0, -0.007, 0.0191, -0.0129, -0.0204, -0.0197, -0.0981, -0.048, -0.0568, -0.1204, -0.0752, -0.0424, -0.0054, -0.0371, 0.0123, 0.0495, 0.0967, 0.0968, 0.0553, 0.0046, -0.0395, -0.0604, -0.0924, -0.1556, -0.1514, -0.2353, -0.1971, -0.1258, -0.1296, -0.1296, -0.1023, -0.1027, -0.0334, 0.0017, -0.0005, 0.0137, 0.1066, 0.0842, 0.0866, 0.0815, 0.0657, 0.0679, 0.1585, 0.1448, 0.1804, 0.2466, 0.1984, 0.2321, 0.229, 0.2885, 0.3699, 0.5214, 0.5841, 0.5367, 0.7748, 0.8901, 0.8217, 0.9098, 0.8442, 0.7221, 0.6197, 0.6605, 0.7395, 0.8111, 0.7847, 0.7847, 1.129, 1.2063, 1.1947, 1.3075, 1.4608, 1.5288, 1.5656, 1.367, 1.0533, 1.2559, 1.2241, 1.1195, 1.3666, 1.3328, 1.5856, 1.4258, 1.4791, 1.6949, 1.6949, 1.8788, 1.4995, 1.4995, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2023267320173314353", "ticker_idx": 0, "ts": "2026-02-16T05:24:54+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Bottom is here", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Calls bottom in Palantir, dismissing alleged hack as fake news spread by shorts.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@ChessWarri42621 @jtsla4 @DMT_Doctor Saw it in my feed. Fake news. Shorts are working tandem to bring down Palantir. Bottom is here.", "reply_text": null, "parent_text": "@TradexWhisperer What have you heard about this alleged Palantir hack??\n\n@jtsla4 @DMT_Doctor", "quoted_text": null, "parent_author": "ChessWarri42621", "ret_m1d": -0.012103447290934155, "ret_signed_m1d": -0.012103447290934155, "alpha_spy_m1d": -0.010492563405676725, "alpha_c_m1d": -0.010492563405676725, "bench_spy_m1d": -0.0016108838852574303, "bench_c_m1d": -0.0016108838852574303, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.017741696997074508, "ret_signed_p1d": 0.017741696997074508, "alpha_spy_p1d": 0.012703989446497754, "alpha_c_p1d": 0.012703989446497754, "bench_spy_p1d": 0.005037707550576753, "bench_c_p1d": 0.005037707550576753, "ret_p1w": -0.031423904678340886, "ret_signed_p1w": -0.031423904678340886, "alpha_spy_p1w": -0.03801390871565968, "alpha_c_p1w": -0.03801390871565968, "bench_spy_p1w": 0.006590004037318797, "bench_c_p1w": 0.006590004037318797, "ret_p1m": 0.14847390892836443, "ret_signed_p1m": 0.14847390892836443, "alpha_spy_p1m": 0.17984242878693157, "alpha_c_p1m": 0.17984242878693157, "bench_spy_p1m": -0.031368519858567145, "bench_c_p1m": -0.031368519858567145, "ret_p3m": 0.00729214546344692, "ret_signed_p3m": 0.00729214546344692, "alpha_spy_p3m": -0.07814202984209051, "alpha_c_p3m": -0.07814202984209051, "bench_spy_p3m": 0.08543417530553743, "bench_c_p3m": 0.08543417530553743, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.14847390892836443, "alpha_spy_stated": 0.17984242878693157, "alpha_c_stated": 0.17984242878693157, "price_path": [0.1708, 0.1641, 0.2197, 0.2295, 0.2462, 0.2462, 0.2664, 0.2591, 0.2832, 0.3237, 0.3375, 0.3664, 0.3644, 0.367, 0.4126, 0.4099, 0.38, 0.3776, 0.4114, 0.3328, 0.396, 0.4538, 0.4583, 0.4594, 0.4597, 0.4597, 0.4187, 0.3846, 0.3595, 0.3363, 0.3363, 0.2619, 0.3084, 0.351, 0.3658, 0.3296, 0.3343, 0.3487, 0.3454, 0.3412, 0.3312, 0.2852, 0.2852, 0.267, 0.2429, 0.2472, 0.275, 0.259, 0.2457, 0.1829, 0.1416, 0.102, 0.1108, 0.1869, 0.049, -0.0226, 0.0217, 0.0743, 0.0488, 0.02, -0.0292, -0.0121, -0.0121, 0.0, 0.0177, 0.0141, 0.0167, -0.0182, -0.0314, 0.0088, 0.022, 0.0313, 0.0913, 0.1068, 0.1516, 0.1477, 0.1815, 0.176, 0.1362, 0.1397, 0.154, 0.1348, 0.1481, 0.1658, 0.1485, 0.1704, 0.1328, 0.2091, 0.1636, 0.1649, 0.1093, 0.0755, 0.0341, 0.0997, 0.1013, 0.1161, 0.1161, 0.1121, 0.1282, 0.0582, -0.019, -0.0373, -0.0049, 0.0201, 0.0686, 0.0732, 0.1005, 0.0968, 0.0974, 0.1473, 0.0643, 0.0757, 0.0758, 0.0613, 0.0372, 0.0458, 0.0831, 0.0978, 0.0217, 0.0058, 0.0303, 0.0359, 0.0291, 0.0224, -0.0223, 0.0053, 0.0073, 0.0159, 0.0168, 0.031, 0.033, 0.029, 0.029, 0.0269, -0.0038, 0.0776, 0.1768, 0.2077, 0.144, 0.069, 0.0653, 0.0189, 0.0259, -0.0071, -0.0211, -0.0146, -0.0378, 0.0127, 0.0017, -0.018, -0.0342, -0.0342, -0.1016, -0.1227, -0.1227, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2014003317462929697", "ticker_idx": 0, "ts": "2026-01-21T15:53:03+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU All Time High 🔥 $500: Inevitable", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Endorses MU as a bargain; calls $500 all-time high inevitable on HBM growth and DRAM/NAND price surge.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU All Time High 🔥\n\n$500: Inevitable https://t.co/D5IsRTUbzy", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": -0.06196185767565987, "ret_signed_m1d": -0.06196185767565987, "alpha_spy_m1d": -0.05055242589304332, "alpha_c_m1d": -0.03325044464943039, "bench_spy_m1d": -0.011409431782616553, "bench_c_m1d": -0.028711413026229482, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.021767591719483503, "ret_signed_p1d": 0.021767591719483503, "alpha_spy_p1d": 0.016544334046769027, "alpha_c_p1d": 0.019553239308228054, "bench_spy_p1d": 0.005223257672714476, "bench_c_p1d": 0.002214352411255449, "ret_p1w": 0.11865545411448353, "ret_signed_p1w": 0.11865545411448353, "alpha_spy_p1w": 0.10403633071579321, "alpha_c_p1w": 0.08208189037227953, "bench_spy_p1w": 0.014619123398690315, "bench_c_p1w": 0.036573563742203996, "ret_p1m": 0.07257590073347964, "ret_signed_p1m": 0.07257590073347964, "alpha_spy_p1m": 0.07391821842213642, "alpha_c_p1m": 0.052000129624203195, "bench_spy_p1m": -0.00134231768865678, "bench_c_p1m": 0.02057577110927644, "ret_p3m": 0.15290895992013187, "ret_signed_p3m": 0.15290895992013187, "alpha_spy_p3m": 0.11606120241608009, "alpha_c_p3m": -0.0014213958872131283, "bench_spy_p3m": 0.03684775750405178, "bench_c_p3m": 0.154330355807345, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.07257590073347964, "alpha_spy_stated": 0.07391821842213642, "alpha_c_stated": 0.052000129624203195, "price_path": [-0.4374, -0.4346, -0.4299, -0.4178, -0.4245, -0.4252, -0.3971, -0.4399, -0.3899, -0.3877, -0.3888, -0.3493, -0.3806, -0.3709, -0.3913, -0.3659, -0.3784, -0.413, -0.4196, -0.4827, -0.4673, -0.4247, -0.4232, -0.4085, -0.4085, -0.3925, -0.3823, -0.3848, -0.3985, -0.4178, -0.3906, -0.3657, -0.3516, -0.3225, -0.336, -0.3805, -0.3899, -0.4027, -0.4207, -0.3615, -0.3169, -0.2895, -0.2903, -0.2635, -0.2635, -0.2684, -0.2435, -0.248, -0.2665, -0.2665, -0.1894, -0.1978, -0.1174, -0.1274, -0.1596, -0.1131, -0.1111, -0.131, -0.1433, -0.1349, -0.0677, -0.0677, -0.062, 0.0, 0.0218, 0.0271, -0.0001, 0.0543, 0.1187, 0.12, 0.0662, 0.1251, 0.0779, -0.025, -0.016, 0.0143, -0.0144, -0.0408, 0.0546, 0.0639, 0.058, 0.058, 0.0274, 0.0818, 0.0726, 0.1004, 0.0819, 0.0743, 0.1025, 0.068, 0.0598, 0.0605, -0.0242, 0.03, 0.0204, -0.0483, 0.0005, 0.036, 0.076, 0.0417, 0.0951, 0.1354, 0.1865, 0.1866, 0.1418, 0.0868, 0.0392, 0.0165, -0.018, -0.0865, -0.082, -0.1726, -0.1314, -0.0542, -0.0584, -0.0584, -0.0288, -0.0292, 0.0457, 0.0837, 0.0814, 0.0967, 0.1972, 0.173, 0.1756, 0.17, 0.1529, 0.1554, 0.2533, 0.2385, 0.2771, 0.3487, 0.2966, 0.333, 0.3296, 0.394, 0.4821, 0.646, 0.7138, 0.6625, 0.9201, 1.0448, 0.9709, 1.0662, 0.9952, 0.8631, 0.7523, 0.7965, 0.882, 0.9594, 0.9309, 0.9309, 1.3033, 1.387, 1.3744, 1.4965, 1.6623, 1.7359, 1.7756, 1.5608, 1.2214, 1.4406, 1.4062, 1.2931, 1.5604, 1.5238, 1.7973, 1.6244, 1.6821, 1.9155, 1.9155, 2.1145, 1.7042, 1.7042, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2025257555656876384", "ticker_idx": 0, "ts": "2026-02-21T17:13:23+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I would worry about riding the HBM, Socamm and Cxl wave first. No one knows how crazy high the top will be. We can always scale out on its way down.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish MU: ride the HBM/SOCAMM/CXL wave higher before scaling out; top unknown but not yet reached.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@Chartist1 Whatever you said is pretty muh applicable to the entire tech industry though.\n\nI would worry about riding the HBM, Socamm and Cxl wave first. No one knows how crazy high the top will be. We can always scale out on its way down.", "reply_text": null, "parent_text": "@TradexWhisperer They said this about MU in the 1990s.  MU makes a commodity chip.  And when it crashes, and it will, you'll be holding 15-20 years waiting for the next tech wave to get bailed out.", "quoted_text": null, "parent_author": "Chartist1", "ret_m1d": 0.017103317512722427, "ret_signed_m1d": 0.017103317512722427, "alpha_spy_m1d": 0.006786603733236696, "alpha_c_m1d": 0.011896008195104502, "bench_spy_m1d": 0.010316713779485731, "bench_c_m1d": 0.005207309317617925, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.007031412215625532, "ret_signed_p1d": -0.007031412215625532, "alpha_spy_p1d": -0.014299887485823892, "alpha_c_p1d": -0.022241639654659084, "bench_spy_p1d": 0.00726847527019836, "bench_c_p1d": 0.015210227439033552, "ret_p1w": -0.019716354573246386, "ret_signed_p1w": -0.019716354573246386, "alpha_spy_p1w": -0.025563397561591872, "alpha_c_p1w": -0.003997525476116648, "bench_spy_p1w": 0.0058470429883454855, "bench_c_p1w": -0.01571882909712974, "ret_p1m": -0.06043186692613789, "ret_signed_p1m": -0.06043186692613789, "alpha_spy_p1m": -0.02024052746629479, "alpha_c_p1m": -0.01613326120868952, "bench_spy_p1m": -0.0401913394598431, "bench_c_p1m": -0.04429860571744837, "ret_p3m": 0.811103166517908, "ret_signed_p3m": 0.811103166517908, "alpha_spy_p3m": 0.7197209324252396, "alpha_c_p3m": 0.4356914290471299, "bench_spy_p3m": 0.09138223409266844, "bench_c_p3m": 0.37541173747077816, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.06043186692613789, "alpha_spy_stated": -0.02024052746629479, "alpha_c_stated": -0.01613326120868952, "price_path": [-0.4532, -0.4532, -0.4385, -0.429, -0.4313, -0.444, -0.4618, -0.4367, -0.4137, -0.4006, -0.3738, -0.3863, -0.4274, -0.4361, -0.4479, -0.4645, -0.4098, -0.3686, -0.3432, -0.344, -0.3193, -0.3193, -0.3238, -0.3007, -0.3049, -0.322, -0.322, -0.2507, -0.2585, -0.1842, -0.1934, -0.2232, -0.1803, -0.1784, -0.1968, -0.2081, -0.2003, -0.1383, -0.1383, -0.133, -0.0757, -0.0556, -0.0506, -0.0757, -0.0255, 0.034, 0.0352, -0.0145, 0.04, -0.0036, -0.0987, -0.0905, -0.0624, -0.089, -0.1134, -0.0253, -0.0166, -0.0221, -0.0221, -0.0503, -0.0, -0.0086, 0.0171, 0.0, -0.007, 0.0191, -0.0129, -0.0204, -0.0197, -0.0981, -0.048, -0.0568, -0.1204, -0.0752, -0.0424, -0.0054, -0.0371, 0.0123, 0.0495, 0.0967, 0.0968, 0.0553, 0.0046, -0.0395, -0.0604, -0.0924, -0.1556, -0.1514, -0.2353, -0.1971, -0.1258, -0.1296, -0.1296, -0.1023, -0.1027, -0.0334, 0.0017, -0.0005, 0.0137, 0.1066, 0.0842, 0.0866, 0.0815, 0.0657, 0.0679, 0.1585, 0.1448, 0.1804, 0.2466, 0.1984, 0.2321, 0.229, 0.2885, 0.3699, 0.5214, 0.5841, 0.5367, 0.7748, 0.8901, 0.8217, 0.9098, 0.8442, 0.7221, 0.6197, 0.6605, 0.7395, 0.8111, 0.7847, 0.7847, 1.129, 1.2063, 1.1947, 1.3075, 1.4608, 1.5288, 1.5656, 1.367, 1.0533, 1.2559, 1.2241, 1.1195, 1.3666, 1.3328, 1.5856, 1.4258, 1.4791, 1.6949, 1.6949, 1.8788, 1.4995, 1.4995, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2014197638133121335", "ticker_idx": 0, "ts": "2026-01-22T04:45:13+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$500 seems inevitable and $1000 is possible. Just think about AI + Rate Cuts + Consumer Demand Upheaval. We are just getting started the first two.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long MU to $500+ (possible $1000) on AI demand, rate cuts, and awakening consumer HBM/DRAM cycle.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@GVDInvestor $500 seems inevitable and $1000 is possible. Just think about AI + Rate Cuts + Consumer Demand Upheaval. We are just getting started the first two. The consumer demand is still dormant and when it wakes up, HBM/DRAM revenue is going to be violent.", "reply_text": null, "parent_text": "@TradexWhisperer I believe $500 is the barrier to entry for fair market value on $MU. $580 is my gut feel. \n\nIf we base of fwd PE. $1000 is in sights.", "quoted_text": null, "parent_author": "GVDInvestor", "ret_m1d": -0.02130385803571222, "ret_signed_m1d": -0.02130385803571222, "alpha_spy_m1d": -0.016107741021062938, "alpha_c_m1d": -0.019094398147288305, "bench_spy_m1d": -0.005196117014649282, "bench_c_m1d": -0.0022094598884239147, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0052065551513811315, "ret_signed_p1d": 0.0052065551513811315, "alpha_spy_p1d": 0.0048438199624074585, "alpha_c_p1d": 0.011983802896503248, "bench_spy_p1d": 0.00036273518897367296, "bench_c_p1d": -0.006777247745122117, "ret_p1w": 0.09610656382871707, "ret_signed_p1w": 0.09610656382871707, "alpha_spy_p1w": 0.08876244533534083, "alpha_c_p1w": 0.059613883668415246, "bench_spy_p1w": 0.007344118493376239, "bench_c_p1w": 0.03649268016030183, "ret_p1m": 0.07694055564130498, "ret_signed_p1m": 0.07694055564130498, "alpha_spy_p1m": 0.07628740074910456, "alpha_c_p1m": 0.04662927210753898, "bench_spy_p1m": 0.0006531548922004138, "bench_c_p1m": 0.030311283533765998, "ret_p3m": 0.1307631524991879, "ret_signed_p3m": 0.1307631524991879, "alpha_spy_p3m": 0.10605583651426831, "alpha_c_p3m": -0.022754535831812195, "bench_spy_p3m": 0.024707315984919598, "bench_c_p3m": 0.1535176883310001, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.07694055564130498, "alpha_spy_stated": 0.07628740074910456, "alpha_c_stated": 0.04662927210753898, "price_path": [-0.4466, -0.4421, -0.4302, -0.4368, -0.4374, -0.4099, -0.4518, -0.4029, -0.4008, -0.4018, -0.3632, -0.3938, -0.3843, -0.4043, -0.3794, -0.3917, -0.4255, -0.432, -0.4937, -0.4786, -0.437, -0.4355, -0.4211, -0.4211, -0.4054, -0.3954, -0.3979, -0.4113, -0.4302, -0.4036, -0.3792, -0.3654, -0.337, -0.3502, -0.3937, -0.4029, -0.4154, -0.433, -0.3751, -0.3314, -0.3046, -0.3054, -0.2792, -0.2792, -0.284, -0.2596, -0.264, -0.2821, -0.2821, -0.2067, -0.2149, -0.1362, -0.146, -0.1775, -0.132, -0.1301, -0.1495, -0.1616, -0.1533, -0.0876, -0.0876, -0.0819, -0.0213, 0.0, 0.0052, -0.0214, 0.0318, 0.0948, 0.0961, 0.0435, 0.1012, 0.055, -0.0457, -0.0369, -0.0073, -0.0354, -0.0612, 0.0321, 0.0412, 0.0354, 0.0354, 0.0055, 0.0588, 0.0497, 0.0769, 0.0588, 0.0514, 0.079, 0.0452, 0.0372, 0.038, -0.045, 0.008, -0.0013, -0.0686, -0.0208, 0.0139, 0.0531, 0.0195, 0.0718, 0.1112, 0.1613, 0.1614, 0.1174, 0.0637, 0.017, -0.0052, -0.039, -0.1059, -0.1015, -0.1903, -0.1499, -0.0744, -0.0784, -0.0784, -0.0495, -0.0499, 0.0234, 0.0606, 0.0583, 0.0733, 0.1717, 0.148, 0.1505, 0.1451, 0.1283, 0.1308, 0.2266, 0.2121, 0.2499, 0.3199, 0.2689, 0.3046, 0.3013, 0.3643, 0.4505, 0.6109, 0.6773, 0.6271, 0.8792, 1.0013, 0.9289, 1.0222, 0.9527, 0.8234, 0.7149, 0.7582, 0.8419, 0.9177, 0.8897, 0.8897, 1.2543, 1.3361, 1.3238, 1.4433, 1.6056, 1.6776, 1.7165, 1.5062, 1.1741, 1.3886, 1.355, 1.2442, 1.5059, 1.47, 1.7377, 1.5685, 1.625, 1.8534, 1.8534, 2.0482, 1.6465, 1.6465, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2009751787738165525", "ticker_idx": 0, "ts": "2026-01-09T22:19:00+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU All Time High Closed and AI inference era is just getting started", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish MU on all-time high close and early innings of AI inference driving HBM/DRAM/NAND demand.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "🔥 $MU All Time High Closed and AI inference era is just getting started https://t.co/8SiE7pCZjz", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": -0.0022551554638750027, "ret_signed_m1d": -0.0022551554638750027, "alpha_spy_m1d": -0.0006871848559977245, "alpha_c_m1d": 0.0014309204791634889, "bench_spy_m1d": -0.0015679706078772782, "bench_c_m1d": -0.0036860759430384915, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.02237836632576584, "ret_signed_p1d": -0.02237836632576584, "alpha_spy_p1d": -0.02037885956038399, "alpha_c_p1d": -0.024605354266768242, "bench_spy_p1d": -0.0019995067653818532, "bench_c_p1d": 0.0022269879410024007, "ret_p1w": 0.048804501907498965, "ret_signed_p1w": 0.048804501907498965, "alpha_spy_p1w": 0.0538393257897285, "alpha_c_p1w": 0.02389790564702321, "bench_spy_p1w": -0.005034823882229533, "bench_c_p1w": 0.024906596260475755, "ret_p1m": 0.0791626830559422, "ret_signed_p1m": 0.0791626830559422, "alpha_spy_p1m": 0.08353577108772958, "alpha_c_p1m": 0.043069901682523115, "bench_spy_p1m": -0.0043730880317873755, "bench_c_p1m": 0.03609278137341909, "ret_p3m": 0.21920688403241706, "ret_signed_p3m": 0.21920688403241706, "alpha_spy_p3m": 0.2384732213699422, "alpha_c_p3m": 0.11771199455102921, "bench_spy_p3m": -0.01926633733752514, "bench_c_p3m": 0.10149488948138785, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.0791626830559422, "alpha_spy_stated": 0.08353577108772958, "alpha_c_stated": 0.043069901682523115, "price_path": [-0.4453, -0.4147, -0.4151, -0.4024, -0.4154, -0.4264, -0.4026, -0.367, -0.3639, -0.3587, -0.345, -0.3526, -0.3533, -0.3217, -0.3699, -0.3136, -0.3112, -0.3124, -0.2679, -0.3032, -0.2922, -0.3152, -0.2866, -0.3007, -0.3396, -0.3471, -0.418, -0.4007, -0.3528, -0.3511, -0.3345, -0.3345, -0.3166, -0.305, -0.3079, -0.3233, -0.345, -0.3144, -0.2864, -0.2705, -0.2379, -0.253, -0.3031, -0.3136, -0.328, -0.3482, -0.2817, -0.2315, -0.2006, -0.2016, -0.1715, -0.1715, -0.1769, -0.1489, -0.1539, -0.1748, -0.1748, -0.088, -0.0975, -0.0071, -0.0183, -0.0545, -0.0023, 0.0, -0.0224, -0.0362, -0.0267, 0.0488, 0.0488, 0.0553, 0.125, 0.1495, 0.1555, 0.125, 0.1861, 0.2585, 0.26, 0.1995, 0.2658, 0.2127, 0.0969, 0.107, 0.1412, 0.1088, 0.0792, 0.1864, 0.1969, 0.1902, 0.1902, 0.1559, 0.2171, 0.2067, 0.238, 0.2171, 0.2086, 0.2404, 0.2015, 0.1923, 0.1931, 0.0978, 0.1587, 0.148, 0.0706, 0.1256, 0.1655, 0.2105, 0.172, 0.2321, 0.2774, 0.3349, 0.335, 0.2845, 0.2227, 0.1691, 0.1436, 0.1047, 0.0277, 0.0328, -0.0692, -0.0228, 0.064, 0.0593, 0.0593, 0.0927, 0.0921, 0.1765, 0.2192, 0.2165, 0.2338, 0.3469, 0.3196, 0.3225, 0.3163, 0.297, 0.2998, 0.41, 0.3934, 0.4367, 0.5173, 0.4586, 0.4996, 0.4959, 0.5683, 0.6674, 0.8518, 0.9281, 0.8704, 1.1601, 1.3005, 1.2173, 1.3245, 1.2446, 1.0961, 0.9713, 1.0211, 1.1173, 1.2044, 1.1722, 1.1722, 1.5913, 1.6854, 1.6713, 1.8086, 1.9952, 2.0779, 2.1226, 1.8809, 1.4991, 1.7458, 1.707, 1.5797, 1.8805, 1.8393, 2.147, 1.9525, 2.0174, 2.28, 2.28, 2.5039, 2.0422, 2.0422, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:1967105965532287024", "ticker_idx": 0, "ts": "2025-09-14T05:59:43+00:00", "symbol": "SOFI", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "the climb continues with relative strength. It will get more bullish when price gets re-attached", "tweet_type": "prediction", "timeline": "weeks", "summary": "Bullish SOFI: price climbing with relative strength, will get more bullish when re-attached to upper Bollinger Band.", "resolved_tickers": ["SOFI"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Credit Services'", "bench_c_industry": "Credit Services", "unit_kind": "quote", "lang": "en", "tweet_text": "🟦 $SOFI Slightly detached from the upper Bollinger Band but the climb continues with relative strength. It will get more bullish when price gets re-attached 💪\n\n2025 (W) BLUE candle = +124% Gains 💰\n2024 (W) BLUE candle = 154% Gains 💵\n\n240+ Weekly Smart Candle Alerts. Free Trial:\nhttps://t.co/JlGbHonEMp", "reply_text": null, "parent_text": null, "quoted_text": "🟦 $SOFI Relative Strentgh. Keeps climbing the upper Bollinger Band. Top is nowhere to be seen 💪\n\n2024 (W) BLUE candle = 155% Gains 💸\n2025 (W) BLUE candle = 118% Gains so far\n\n230+ Weekly Smart Candle Alerts. Free Trial:\nhttps://t.co/ZQDP5HCFyq https://t.co/7iIus211ki", "parent_author": null, "ret_m1d": -0.04047708117619231, "ret_signed_m1d": -0.04047708117619231, "alpha_spy_m1d": -0.035181499103820735, "alpha_c_m1d": -0.04271258219088914, "bench_spy_m1d": -0.005295582072371574, "bench_c_m1d": 0.002235501014696828, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.009035055992435148, "ret_signed_p1d": -0.009035055992435148, "alpha_spy_p1d": -0.007658171039175099, "alpha_c_p1d": -0.006799627144217224, "bench_spy_p1d": -0.0013768849532600491, "bench_c_p1d": -0.002235428848217924, "ret_p1w": 0.07734005723700244, "ret_signed_p1w": 0.07734005723700244, "alpha_spy_p1w": 0.06557014660847016, "alpha_c_p1w": 0.06806724203926162, "bench_spy_p1w": 0.011769910628532276, "bench_c_p1w": 0.009272815197740814, "ret_p1m": 0.007228072366750826, "ret_signed_p1m": 0.007228072366750826, "alpha_spy_p1m": 0.002452767180284976, "alpha_c_p1m": 0.012159785196990902, "bench_spy_p1m": 0.00477530518646585, "bench_c_p1m": -0.004931712830240076, "ret_p3m": -0.02168414816824571, "ret_signed_p3m": -0.02168414816824571, "alpha_spy_p3m": -0.06733442984794458, "alpha_c_p3m": -0.04721744220933677, "bench_spy_p3m": 0.04565028167969887, "bench_c_p3m": 0.02553329404109106, "ret_p6m": -0.3389952705060829, "ret_signed_p6m": -0.3389952705060829, "alpha_spy_p6m": -0.369489639993431, "alpha_c_p6m": -0.2778986243638034, "bench_spy_p6m": 0.030494369487348072, "bench_c_p6m": -0.0610966461422795, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.007228072366750826, "alpha_spy_stated": 0.002452767180284976, "alpha_c_stated": 0.012159785196990902, "price_path": [-0.4449, -0.4449, -0.4507, -0.4449, -0.4272, -0.4189, -0.3939, -0.3791, -0.3419, -0.3625, -0.3451, -0.3289, -0.3289, -0.3047, -0.279, -0.2692, -0.2421, -0.2338, -0.2291, -0.2425, -0.227, -0.2017, -0.2118, -0.2353, -0.2418, -0.2208, -0.2226, -0.2338, -0.2403, -0.1905, -0.2096, -0.184, -0.2327, -0.2118, -0.2215, -0.2244, -0.202, -0.2013, -0.1897, -0.1453, -0.1395, -0.1583, -0.1409, -0.1243, -0.1778, -0.1861, -0.1568, -0.0958, -0.0549, -0.0741, -0.0979, -0.0589, -0.077, -0.077, -0.0997, -0.1149, -0.0828, -0.0748, -0.0618, -0.0614, -0.0777, -0.0618, -0.0405, 0.0, -0.009, -0.0192, 0.0159, 0.0665, 0.0773, 0.0513, 0.0278, 0.0163, 0.0112, -0.0043, -0.0452, -0.069, -0.0614, -0.0878, -0.0473, 0.017, 0.0126, 0.0282, -0.0535, -0.0192, 0.0072, 0.013, -0.0387, -0.0408, 0.0365, 0.039, -0.0173, 0.0148, 0.0484, 0.0842, 0.1442, 0.1167, 0.0492, 0.0726, 0.107, 0.0614, 0.0867, -0.0184, 0.0195, 0.1037, 0.1185, 0.1641, 0.026, 0.0054, -0.0228, -0.0517, -0.0343, -0.0997, -0.0896, -0.0098, 0.0239, 0.0296, 0.0296, 0.0741, 0.0492, 0.0665, 0.0506, 0.0698, 0.004, -0.0022, -0.0304, -0.021, -0.0217, -0.0141, -0.0669, -0.0394, -0.0867, -0.0499, -0.0155, -0.0116, -0.0173, -0.0069, -0.0069, -0.0217, -0.0307, -0.0401, -0.0538, -0.0538, -0.0076, 0.0582, -0.0249, -0.0242, 0.0018, -0.0098, -0.0387, -0.0192, -0.0361, -0.0445, -0.0557, -0.0557, -0.0788, -0.0734, -0.0571, -0.0658, -0.0676, -0.0799, -0.111, -0.1196, -0.1756, -0.202, -0.2136, -0.2501, -0.2967, -0.2461, -0.2284, -0.2346, -0.2573, -0.3025, -0.2913, -0.2913, -0.2949, -0.2938, -0.3025, -0.3126, -0.3415, -0.3256, -0.3029, -0.3097, -0.3581, -0.3354, -0.3274, -0.3242, -0.3043, -0.3169, -0.3209, -0.339]}
{"unit_id": "orig:2009340213915730148", "ticker_idx": 0, "ts": "2026-01-08T19:03:33+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Apple is begging for more memory already. The rate cuts are just getting started, slowly but surely.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish MU on rising memory demand from Apple and tailwind from rate cuts just beginning.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "$MU Apple is begging for more memory already. The rate cuts are just getting started, slowly but surely. https://t.co/YWyfpJ70Q4", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.038315736170364545, "ret_signed_m1d": 0.038315736170364545, "alpha_spy_m1d": 0.038214198547249056, "alpha_c_m1d": 0.022378278119149053, "bench_spy_m1d": 0.00010153762311548853, "bench_c_m1d": 0.015937458051215492, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05525664460054358, "ret_signed_p1d": 0.05525664460054358, "alpha_spy_p1d": 0.04864326160365495, "alpha_c_p1d": 0.028236775643010636, "bench_spy_p1d": 0.006613382996888628, "bench_c_p1d": 0.027019868957532944, "ret_p1w": 0.029386653765638426, "ret_signed_p1w": 0.029386653765638426, "alpha_spy_p1w": 0.025427309394337794, "alpha_c_p1w": -0.01660519849701303, "bench_spy_p1w": 0.003959344371300633, "bench_c_p1w": 0.045991852262651456, "ret_p1m": 0.2069293047868832, "ret_signed_p1m": 0.2069293047868832, "alpha_spy_p1m": 0.20531947516185345, "alpha_c_p1m": 0.14711089153823798, "bench_spy_p1m": 0.0016098296250297572, "bench_c_p1m": 0.05981841324864523, "ret_p3m": 0.15509334962517585, "ret_signed_p3m": 0.15509334962517585, "alpha_spy_p3m": 0.1964121320208836, "alpha_c_p3m": 0.09989259416656959, "bench_spy_p3m": -0.04131878239570774, "bench_c_p3m": 0.055200755458606254, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.2069293047868832, "alpha_spy_stated": 0.20531947516185345, "alpha_c_stated": 0.14711089153823798, "price_path": [-0.4108, -0.4282, -0.4133, -0.3809, -0.3814, -0.368, -0.3817, -0.3933, -0.3682, -0.3305, -0.3272, -0.3217, -0.3073, -0.3153, -0.316, -0.2826, -0.3336, -0.274, -0.2715, -0.2728, -0.2257, -0.263, -0.2514, -0.2757, -0.2455, -0.2604, -0.3015, -0.3094, -0.3845, -0.3661, -0.3155, -0.3137, -0.2962, -0.2962, -0.2772, -0.265, -0.268, -0.2842, -0.3072, -0.2749, -0.2452, -0.2284, -0.1939, -0.21, -0.2629, -0.274, -0.2893, -0.3107, -0.2403, -0.1872, -0.1546, -0.1555, -0.1237, -0.1237, -0.1295, -0.0998, -0.1052, -0.1272, -0.1272, -0.0355, -0.0455, 0.0502, 0.0383, 0.0, 0.0553, 0.0576, 0.034, 0.0194, 0.0294, 0.1093, 0.1093, 0.1161, 0.1899, 0.2158, 0.2221, 0.1898, 0.2545, 0.3311, 0.3326, 0.2687, 0.3388, 0.2826, 0.1602, 0.1708, 0.2069, 0.1727, 0.1414, 0.2548, 0.2659, 0.2588, 0.2588, 0.2225, 0.2872, 0.2762, 0.3093, 0.2873, 0.2782, 0.3118, 0.2707, 0.261, 0.2619, 0.161, 0.2255, 0.2141, 0.1323, 0.1905, 0.2327, 0.2803, 0.2395, 0.3031, 0.351, 0.4118, 0.4119, 0.3585, 0.2932, 0.2365, 0.2095, 0.1684, 0.087, 0.0923, -0.0155, 0.0335, 0.1253, 0.1204, 0.1204, 0.1556, 0.1551, 0.2443, 0.2895, 0.2867, 0.3049, 0.4245, 0.3957, 0.3988, 0.3922, 0.3718, 0.3747, 0.4913, 0.4737, 0.5196, 0.6047, 0.5427, 0.5861, 0.5821, 0.6587, 0.7635, 0.9585, 1.0392, 0.9782, 1.2846, 1.4331, 1.3451, 1.4585, 1.374, 1.2169, 1.085, 1.1376, 1.2393, 1.3314, 1.2975, 1.2975, 1.7407, 1.8402, 1.8252, 1.9705, 2.1678, 2.2553, 2.3026, 2.047, 1.6432, 1.904, 1.8631, 1.7284, 2.0466, 2.0029, 2.3284, 2.1227, 2.1913, 2.4691, 2.4691, 2.7059, 2.2176, 2.2176, null, null, null, null, null, null, null]}
{"unit_id": "quote:2031817318339322323", "ticker_idx": 0, "ts": "2026-03-11T19:39:32+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Micron is the leader in low-power memory. Position accordingly.", "tweet_type": "prediction", "timeline": "years", "summary": "Long MU on SOCAMM2/LPDDR5X leadership; efficiency/performance-per-watt is the next decade's arms race.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU SOCAMM2 is the next BOOM. Been saying it since last year.\n\nThe next decade of chips won't just be about raw performance, it'll be about Performance per Watt. Efficiency is the new arms race.\n\nMicron is the leader in low-power memory. Position accordingly. https://t.co/604sn1grPU", "reply_text": null, "parent_text": null, "quoted_text": "$MU In the race for AI dominance, ultra-efficient low-power DRAM will be the ultimate winner for power-hungry data centers.\n\nMicron pioneered this revolution through a five-year collaboration with $NVDA, developing LPDDR5X-based SOCAMM and the advanced SOCAMM2 modules.\n\n2/3 lower https://t.co/L13gw5QPEC", "parent_author": null, "ret_m1d": -0.03721136982966078, "ret_signed_m1d": -0.03721136982966078, "alpha_spy_m1d": -0.03846808172083893, "alpha_c_m1d": -0.027985096936625875, "bench_spy_m1d": 0.0012567118911781527, "bench_c_m1d": -0.009226272893034904, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0318613129930545, "ret_signed_p1d": -0.0318613129930545, "alpha_spy_p1d": -0.016676346722051316, "alpha_c_p1d": 0.0003058414236996043, "bench_spy_p1d": -0.015184966271003186, "bench_c_p1d": -0.03216715441675411, "ret_p1w": 0.10279685395949056, "ret_signed_p1w": 0.10279685395949056, "alpha_spy_p1w": 0.12482759767581775, "alpha_c_p1w": 0.12114955917846593, "bench_spy_p1w": -0.022030743716327184, "bench_c_p1w": -0.018352705218975363, "ret_p1m": 0.0071582258345253, "ret_signed_p1m": 0.0071582258345253, "alpha_spy_p1m": -0.0008803936513133159, "alpha_c_p1m": -0.06585376545895105, "bench_spy_p1m": 0.008038619485838616, "bench_c_p1m": 0.07301199129347635, "ret_p3m": 1.268214675752065, "ret_signed_p3m": 1.268214675752065, "alpha_spy_p3m": 1.1722426950200746, "alpha_c_p3m": 0.7766555032081599, "bench_spy_p3m": 0.09597198073199031, "bench_c_p3m": 0.491559172543905, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.4243, -0.433, -0.4449, -0.4616, -0.4066, -0.3651, -0.3397, -0.3404, -0.3156, -0.3156, -0.3201, -0.2969, -0.3011, -0.3183, -0.3183, -0.2467, -0.2545, -0.1798, -0.189, -0.2189, -0.1758, -0.1739, -0.1924, -0.2038, -0.196, -0.1336, -0.1336, -0.1282, -0.0706, -0.0504, -0.0455, -0.0707, -0.0202, 0.0396, 0.0408, -0.0091, 0.0456, 0.0018, -0.0938, -0.0855, -0.0573, -0.084, -0.1085, -0.0199, -0.0113, -0.0168, -0.0168, -0.0452, 0.0054, -0.0032, 0.0226, 0.0054, -0.0016, 0.0246, -0.0075, -0.0151, -0.0144, -0.0932, -0.0428, -0.0517, -0.1156, -0.0701, -0.0372, 0.0, -0.0319, 0.0178, 0.0552, 0.1027, 0.1028, 0.0611, 0.0101, -0.0342, -0.0553, -0.0874, -0.151, -0.1468, -0.2311, -0.1928, -0.1211, -0.1249, -0.1249, -0.0974, -0.0978, -0.0282, 0.0072, 0.005, 0.0192, 0.1127, 0.0901, 0.0925, 0.0873, 0.0715, 0.0738, 0.1648, 0.151, 0.1869, 0.2534, 0.205, 0.2388, 0.2357, 0.2956, 0.3774, 0.5297, 0.5928, 0.5451, 0.7844, 0.9004, 0.8317, 0.9202, 0.8542, 0.7315, 0.6285, 0.6696, 0.749, 0.821, 0.7944, 0.7944, 1.1406, 1.2183, 1.2067, 1.3201, 1.4742, 1.5426, 1.5795, 1.3798, 1.0645, 1.2682, 1.2362, 1.1311, 1.3795, 1.3455, 1.5996, 1.439, 1.4926, 1.7096, 1.7096, 1.8945, 1.5131, 1.5131, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2023461977914507441", "ticker_idx": 0, "ts": "2026-02-16T18:18:24+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Tectonic Shift in Progress", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Endorses bullish MU thesis on constrained memory supply / panic buying dynamic.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@SindhuReddy Tectonic Shift in Progress", "reply_text": null, "parent_text": "@TradexWhisperer When OLD memory costs MORE than new memory, that's not a market - that's a scramble.\n\n- DDR4 jumping 0.8% to $78.40 (2x the price of DDR5)\n- Buyers grabbing ANYTHING they can find\n\n$MU doesn't need perfect demand - just constrained supply. This is what panic buying looks like.", "quoted_text": null, "parent_author": "Sindhu192243", "ret_m1d": 0.029716392161894145, "ret_signed_m1d": 0.029716392161894145, "alpha_spy_m1d": 0.031327276047151575, "alpha_c_m1d": 0.029201088365555794, "bench_spy_m1d": -0.0016108838852574303, "bench_c_m1d": 0.0005153037963383511, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05295418149160458, "ret_signed_p1d": 0.05295418149160458, "alpha_spy_p1d": 0.047916473941027826, "alpha_c_p1d": 0.04058644105194653, "bench_spy_p1d": 0.005037707550576753, "bench_c_p1d": 0.012367740439658048, "ret_p1w": 0.045600095918206796, "ret_signed_p1w": 0.045600095918206796, "alpha_spy_p1w": 0.039010091880888, "alpha_c_p1w": 0.017011856077951748, "bench_spy_p1w": 0.006590004037318797, "bench_c_p1w": 0.028588239840255047, "ret_p1m": 0.1549602924588891, "ret_signed_p1m": 0.1549602924588891, "alpha_spy_p1m": 0.18632881231745624, "alpha_c_p1m": 0.1889226394104414, "bench_spy_p1m": -0.031368519858567145, "bench_c_p1m": -0.033962346951552314, "ret_p3m": 0.8134083878028087, "ret_signed_p3m": 0.8134083878028087, "alpha_spy_p3m": 0.7279742124972712, "alpha_c_p3m": 0.4481903231583555, "bench_spy_p3m": 0.08543417530553743, "bench_c_p3m": 0.36521806464445317, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.1549602924588891, "alpha_spy_stated": 0.18632881231745624, "alpha_c_stated": 0.1889226394104414, "price_path": [-0.4965, -0.4815, -0.4401, -0.4386, -0.4243, -0.4243, -0.4087, -0.3988, -0.4012, -0.4145, -0.4333, -0.4069, -0.3826, -0.3689, -0.3406, -0.3538, -0.3971, -0.4062, -0.4186, -0.4361, -0.3785, -0.3351, -0.3084, -0.3092, -0.2832, -0.2832, -0.2879, -0.2637, -0.268, -0.2861, -0.2861, -0.211, -0.2192, -0.141, -0.1507, -0.182, -0.1368, -0.1348, -0.1542, -0.1662, -0.158, -0.0926, -0.0926, -0.087, -0.0267, -0.0055, -0.0003, -0.0267, 0.0262, 0.0888, 0.0901, 0.0378, 0.0951, 0.0492, -0.051, -0.0422, -0.0127, -0.0407, -0.0664, 0.0264, 0.0355, 0.0297, 0.0297, 0.0, 0.053, 0.0439, 0.071, 0.053, 0.0456, 0.0731, 0.0395, 0.0315, 0.0322, -0.0503, 0.0025, -0.0068, -0.0737, -0.0262, 0.0083, 0.0473, 0.0139, 0.0659, 0.1051, 0.1549, 0.155, 0.1113, 0.0578, 0.0114, -0.0106, -0.0442, -0.1109, -0.1065, -0.1947, -0.1546, -0.0795, -0.0835, -0.0835, -0.0547, -0.0551, 0.0178, 0.0548, 0.0525, 0.0674, 0.1653, 0.1417, 0.1442, 0.1388, 0.1221, 0.1245, 0.2199, 0.2055, 0.243, 0.3127, 0.2619, 0.2974, 0.2942, 0.3568, 0.4425, 0.6021, 0.6681, 0.6181, 0.8688, 0.9903, 0.9183, 1.011, 0.9419, 0.8134, 0.7055, 0.7485, 0.8318, 0.9071, 0.8793, 0.8793, 1.2419, 1.3233, 1.311, 1.4299, 1.5913, 1.6628, 1.7015, 1.4924, 1.1621, 1.3755, 1.342, 1.2319, 1.4921, 1.4564, 1.7226, 1.5544, 1.6105, 1.8377, 1.8377, 2.0314, 1.632, 1.632, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2023441313690186161", "ticker_idx": 0, "ts": "2026-02-16T16:56:17+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging.", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Endorses MU as a bargain on cheap valuation, HBM growth, and surging DRAM/NAND prices; reinforced by Bloomberg Intelligence commentary on AI infra demand far outstripping supply.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU Bloomberg Intelligence's Global Head of Technology Research\n\n\"It's hard to question why CapEx is going in this domain [AI Infra], because, it should.\"\n\n\"These companies have no choice but to invest in the infrastructure because users are spending more time. Google's token usage have grown 50x. So people are consuming a lot of these products. If the phase continues as this level then you have no choice but add more capacity. That's why the numbers are so big here\"\n\n\"Right now we are still in that phase where the demand far outstrips the supply ... right now they are in the Blackwell architecture. Their Hopper (previous Gen) chip prices have started to go up because the demand is far outstripping supply\"\n\n\"But right now it's very hard to question the pace of this build out because there's still that big gap between demand and supply and until that narrows, it's hard to question why capital is going in this domain, because, it should.\"", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": 0.029716392161894145, "ret_signed_m1d": 0.029716392161894145, "alpha_spy_m1d": 0.031327276047151575, "alpha_c_m1d": 0.029201088365555794, "bench_spy_m1d": -0.0016108838852574303, "bench_c_m1d": 0.0005153037963383511, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05295418149160458, "ret_signed_p1d": 0.05295418149160458, "alpha_spy_p1d": 0.047916473941027826, "alpha_c_p1d": 0.04058644105194653, "bench_spy_p1d": 0.005037707550576753, "bench_c_p1d": 0.012367740439658048, "ret_p1w": 0.045600095918206796, "ret_signed_p1w": 0.045600095918206796, "alpha_spy_p1w": 0.039010091880888, "alpha_c_p1w": 0.017011856077951748, "bench_spy_p1w": 0.006590004037318797, "bench_c_p1w": 0.028588239840255047, "ret_p1m": 0.1549602924588891, "ret_signed_p1m": 0.1549602924588891, "alpha_spy_p1m": 0.18632881231745624, "alpha_c_p1m": 0.1889226394104414, "bench_spy_p1m": -0.031368519858567145, "bench_c_p1m": -0.033962346951552314, "ret_p3m": 0.8134083878028087, "ret_signed_p3m": 0.8134083878028087, "alpha_spy_p3m": 0.7279742124972712, "alpha_c_p3m": 0.4481903231583555, "bench_spy_p3m": 0.08543417530553743, "bench_c_p3m": 0.36521806464445317, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.1549602924588891, "alpha_spy_stated": 0.18632881231745624, "alpha_c_stated": 0.1889226394104414, "price_path": [-0.4965, -0.4815, -0.4401, -0.4386, -0.4243, -0.4243, -0.4087, -0.3988, -0.4012, -0.4145, -0.4333, -0.4069, -0.3826, -0.3689, -0.3406, -0.3538, -0.3971, -0.4062, -0.4186, -0.4361, -0.3785, -0.3351, -0.3084, -0.3092, -0.2832, -0.2832, -0.2879, -0.2637, -0.268, -0.2861, -0.2861, -0.211, -0.2192, -0.141, -0.1507, -0.182, -0.1368, -0.1348, -0.1542, -0.1662, -0.158, -0.0926, -0.0926, -0.087, -0.0267, -0.0055, -0.0003, -0.0267, 0.0262, 0.0888, 0.0901, 0.0378, 0.0951, 0.0492, -0.051, -0.0422, -0.0127, -0.0407, -0.0664, 0.0264, 0.0355, 0.0297, 0.0297, 0.0, 0.053, 0.0439, 0.071, 0.053, 0.0456, 0.0731, 0.0395, 0.0315, 0.0322, -0.0503, 0.0025, -0.0068, -0.0737, -0.0262, 0.0083, 0.0473, 0.0139, 0.0659, 0.1051, 0.1549, 0.155, 0.1113, 0.0578, 0.0114, -0.0106, -0.0442, -0.1109, -0.1065, -0.1947, -0.1546, -0.0795, -0.0835, -0.0835, -0.0547, -0.0551, 0.0178, 0.0548, 0.0525, 0.0674, 0.1653, 0.1417, 0.1442, 0.1388, 0.1221, 0.1245, 0.2199, 0.2055, 0.243, 0.3127, 0.2619, 0.2974, 0.2942, 0.3568, 0.4425, 0.6021, 0.6681, 0.6181, 0.8688, 0.9903, 0.9183, 1.011, 0.9419, 0.8134, 0.7055, 0.7485, 0.8318, 0.9071, 0.8793, 0.8793, 1.2419, 1.3233, 1.311, 1.4299, 1.5913, 1.6628, 1.7015, 1.4924, 1.1621, 1.3755, 1.342, 1.2319, 1.4921, 1.4564, 1.7226, 1.5544, 1.6105, 1.8377, 1.8377, 2.0314, 1.632, 1.632, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2018419001056276801", "ticker_idx": 0, "ts": "2026-02-02T20:19:24+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "This is not just tailwind, it's a paradigm shift.", "tweet_type": "analysis", "timeline": "quarters", "summary": "Long MU: DRAM surging harder than NAND, Micron 80% exposed to HBM/DRAM; memory price outlook for 1Q26 sharply upgraded.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU Still Heating Up: Memory Price Outlook for 1Q26 Sharply Upgraded\n\nDRAM costs are surging way harder than NAND. With Micron ~80% exposed to HBM/DRAM and just 20% NAND.\n\nThis is not just tailwind, it's a paradigm shift. https://t.co/E0mc8zLFob", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": -0.05235266083794998, "ret_signed_m1d": -0.05235266083794998, "alpha_spy_m1d": -0.047406028910000564, "alpha_c_m1d": -0.041297902517165586, "bench_spy_m1d": -0.004946631927949419, "bench_c_m1d": -0.011054758320784397, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04193689928580624, "ret_signed_p1d": -0.04193689928580624, "alpha_spy_p1d": -0.03348151338463368, "alpha_c_p1d": -0.016714435589620935, "bench_spy_p1d": -0.008455385901172563, "bench_c_p1d": -0.025222463696185304, "ret_p1w": -0.12402922326843191, "ret_signed_p1w": -0.12402922326843191, "alpha_spy_p1w": -0.12192975910208703, "alpha_c_p1w": -0.12079367330086299, "bench_spy_p1w": -0.0020994641663448776, "bench_c_p1w": -0.003235549967568918, "ret_p1m": -0.13275465511876516, "ret_signed_p1m": -0.13275465511876516, "alpha_spy_p1m": -0.11106975086082527, "alpha_c_p1m": -0.09130552010513115, "bench_spy_p1m": -0.021684904257939897, "bench_c_p1m": -0.04144913501363401, "ret_p3m": 0.1817661968369726, "ret_signed_p3m": 0.1817661968369726, "alpha_spy_p3m": 0.14551033714901407, "alpha_c_p3m": -0.060285914113651806, "bench_spy_p3m": 0.036255859687958525, "bench_c_p3m": 0.2420521109506244, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": 0.1817661968369726, "alpha_spy_stated": 0.14551033714901407, "alpha_c_stated": -0.060285914113651806, "price_path": [-0.4577, -0.4558, -0.4568, -0.4217, -0.4495, -0.4408, -0.459, -0.4364, -0.4476, -0.4783, -0.4842, -0.5402, -0.5265, -0.4887, -0.4873, -0.4743, -0.4743, -0.4601, -0.451, -0.4532, -0.4654, -0.4825, -0.4584, -0.4362, -0.4237, -0.3979, -0.4099, -0.4494, -0.4577, -0.4691, -0.4851, -0.4325, -0.3928, -0.3685, -0.3692, -0.3454, -0.3454, -0.3498, -0.3276, -0.3316, -0.3481, -0.3481, -0.2795, -0.287, -0.2156, -0.2244, -0.253, -0.2118, -0.21, -0.2277, -0.2386, -0.2311, -0.1714, -0.1714, -0.1663, -0.1112, -0.0919, -0.0871, -0.1113, -0.063, -0.0058, -0.0046, -0.0524, 0.0, -0.0419, -0.1334, -0.1254, -0.0985, -0.124, -0.1474, -0.0627, -0.0544, -0.0597, -0.0597, -0.0868, -0.0385, -0.0467, -0.022, -0.0384, -0.0452, -0.0201, -0.0508, -0.0581, -0.0574, -0.1328, -0.0846, -0.0931, -0.1542, -0.1107, -0.0792, -0.0437, -0.0741, -0.0267, 0.0091, 0.0546, 0.0547, 0.0148, -0.034, -0.0764, -0.0966, -0.1272, -0.1881, -0.1841, -0.2647, -0.228, -0.1594, -0.1631, -0.1631, -0.1368, -0.1372, -0.0706, -0.0368, -0.0389, -0.0253, 0.0641, 0.0425, 0.0448, 0.0399, 0.0247, 0.0269, 0.1139, 0.1008, 0.1351, 0.1987, 0.1524, 0.1847, 0.1818, 0.239, 0.3173, 0.4629, 0.5232, 0.4776, 0.7065, 0.8174, 0.7517, 0.8364, 0.7733, 0.6559, 0.5574, 0.5967, 0.6727, 0.7415, 0.7161, 0.7161, 1.0472, 1.1215, 1.1103, 1.2188, 1.3662, 1.4316, 1.4669, 1.276, 0.9744, 1.1692, 1.1386, 1.038, 1.2757, 1.2431, 1.4862, 1.3325, 1.3838, 1.5913, 1.5913, 1.7681, 1.4034, 1.4034, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2018070521364242685", "ticker_idx": 0, "ts": "2026-02-01T21:14:40+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU Bullish", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish MU citing low valuation, HBM growth, rising DRAM/NAND prices, and Tesla's memory fab ambitions as tailwinds.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU Bullish\n\n\"To eliminate constraints that are likely to arise in the next 3 - 4 years, we must build a gigantic chip fab, Tesla Terafab. ​​It must be a very large-scale production facility that includes logic, memory and packaging. I can't see any other way ..\"\n\n-Elon Musk https://t.co/5JaM0EzKNd", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": -0.05235266083794998, "ret_signed_m1d": -0.05235266083794998, "alpha_spy_m1d": -0.047406028910000564, "alpha_c_m1d": -0.041297902517165586, "bench_spy_m1d": -0.004946631927949419, "bench_c_m1d": -0.011054758320784397, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04193689928580624, "ret_signed_p1d": -0.04193689928580624, "alpha_spy_p1d": -0.03348151338463368, "alpha_c_p1d": -0.016714435589620935, "bench_spy_p1d": -0.008455385901172563, "bench_c_p1d": -0.025222463696185304, "ret_p1w": -0.12402922326843191, "ret_signed_p1w": -0.12402922326843191, "alpha_spy_p1w": -0.12192975910208703, "alpha_c_p1w": -0.12079367330086299, "bench_spy_p1w": -0.0020994641663448776, "bench_c_p1w": -0.003235549967568918, "ret_p1m": -0.13275465511876516, "ret_signed_p1m": -0.13275465511876516, "alpha_spy_p1m": -0.11106975086082527, "alpha_c_p1m": -0.09130552010513115, "bench_spy_p1m": -0.021684904257939897, "bench_c_p1m": -0.04144913501363401, "ret_p3m": 0.1817661968369726, "ret_signed_p3m": 0.1817661968369726, "alpha_spy_p3m": 0.14551033714901407, "alpha_c_p3m": -0.060285914113651806, "bench_spy_p3m": 0.036255859687958525, "bench_c_p3m": 0.2420521109506244, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.13275465511876516, "alpha_spy_stated": -0.11106975086082527, "alpha_c_stated": -0.09130552010513115, "price_path": [-0.4577, -0.4558, -0.4568, -0.4217, -0.4495, -0.4408, -0.459, -0.4364, -0.4476, -0.4783, -0.4842, -0.5402, -0.5265, -0.4887, -0.4873, -0.4743, -0.4743, -0.4601, -0.451, -0.4532, -0.4654, -0.4825, -0.4584, -0.4362, -0.4237, -0.3979, -0.4099, -0.4494, -0.4577, -0.4691, -0.4851, -0.4325, -0.3928, -0.3685, -0.3692, -0.3454, -0.3454, -0.3498, -0.3276, -0.3316, -0.3481, -0.3481, -0.2795, -0.287, -0.2156, -0.2244, -0.253, -0.2118, -0.21, -0.2277, -0.2386, -0.2311, -0.1714, -0.1714, -0.1663, -0.1112, -0.0919, -0.0871, -0.1113, -0.063, -0.0058, -0.0046, -0.0524, 0.0, -0.0419, -0.1334, -0.1254, -0.0985, -0.124, -0.1474, -0.0627, -0.0544, -0.0597, -0.0597, -0.0868, -0.0385, -0.0467, -0.022, -0.0384, -0.0452, -0.0201, -0.0508, -0.0581, -0.0574, -0.1328, -0.0846, -0.0931, -0.1542, -0.1107, -0.0792, -0.0437, -0.0741, -0.0267, 0.0091, 0.0546, 0.0547, 0.0148, -0.034, -0.0764, -0.0966, -0.1272, -0.1881, -0.1841, -0.2647, -0.228, -0.1594, -0.1631, -0.1631, -0.1368, -0.1372, -0.0706, -0.0368, -0.0389, -0.0253, 0.0641, 0.0425, 0.0448, 0.0399, 0.0247, 0.0269, 0.1139, 0.1008, 0.1351, 0.1987, 0.1524, 0.1847, 0.1818, 0.239, 0.3173, 0.4629, 0.5232, 0.4776, 0.7065, 0.8174, 0.7517, 0.8364, 0.7733, 0.6559, 0.5574, 0.5967, 0.6727, 0.7415, 0.7161, 0.7161, 1.0472, 1.1215, 1.1103, 1.2188, 1.3662, 1.4316, 1.4669, 1.276, 0.9744, 1.1692, 1.1386, 1.038, 1.2757, 1.2431, 1.4862, 1.3325, 1.3838, 1.5913, 1.5913, 1.7681, 1.4034, 1.4034, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2016401101428560276", "ticker_idx": 0, "ts": "2026-01-28T06:41:00+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU's HBM is Micron's equivalent to $PLTR's AIP breakout moment. A fundamental regime shift to AI-critical infrastructure.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long MU: HBM launch is a regime-shifting AIP-style moment, boosting DRAM/NAND ecosystem value and pricing power.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU's HBM is Micron's equivalent to $PLTR's AIP breakout moment.\n\nWhen it hit the market, Micron's entire ecosystem & portfolio surged in value, exponentially boosting the utility and pricing power of both DRAM and NAND.\n\nA fundamental regime shift to AI-critical infrastructure. https://t.co/m6EitPhcTp", "reply_text": null, "parent_text": null, "quoted_text": "Here's the P/E and P/S Ratio of $MU that enables AI GPUs with super fast High Bandwith Memory Cubes. Their HBM sales grew 50% sequentially and DRAM/NAND prices have bottomed. Micron intends to take at least 27% of the whole HBM market.\n\nForward P/E ratio: 10.41\nForward P/S ratio https://t.co/TSLBx04ENf", "parent_author": null, "ret_m1d": -0.05752624661698813, "ret_signed_m1d": -0.05752624661698813, "alpha_spy_m1d": -0.057626921331690895, "alpha_c_m1d": -0.03501225393071761, "bench_spy_m1d": 0.00010067471470276423, "bench_c_m1d": -0.022513992686270523, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0011716832666235355, "ret_signed_p1d": 0.0011716832666235355, "alpha_spy_p1d": 0.0031560604214573296, "alpha_c_p1d": -0.0009644666035946159, "bench_spy_p1d": -0.001984377154833794, "bench_c_p1d": 0.0021361498702181514, "ret_p1w": -0.12837713766440217, "ret_signed_p1w": -0.12837713766440217, "alpha_spy_p1w": -0.11510466326961732, "alpha_c_p1w": -0.04530579027338666, "bench_spy_p1w": -0.01327247439478485, "bench_c_p1w": -0.08307134739101552, "ret_p1m": -0.045304197873561436, "ret_signed_p1m": -0.045304197873561436, "alpha_spy_p1m": -0.03650376312820269, "alpha_c_p1m": -0.03421523389342995, "bench_spy_p1m": -0.008800434745358743, "bench_c_p1m": -0.011088963980131483, "ret_p3m": 0.2056155787512135, "ret_signed_p3m": 0.2056155787512135, "alpha_spy_p3m": 0.17440685836213077, "alpha_c_p3m": -0.009515361969254288, "bench_spy_p3m": 0.031208720389082734, "bench_c_p3m": 0.2151309407204678, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.045304197873561436, "alpha_spy_stated": -0.03650376312820269, "alpha_c_stated": -0.03421523389342995, "price_path": [-0.4861, -0.461, -0.4993, -0.4546, -0.4527, -0.4536, -0.4183, -0.4463, -0.4376, -0.4559, -0.4332, -0.4444, -0.4753, -0.4812, -0.5376, -0.5238, -0.4858, -0.4844, -0.4712, -0.4712, -0.4569, -0.4478, -0.45, -0.4623, -0.4795, -0.4552, -0.433, -0.4203, -0.3944, -0.4065, -0.4462, -0.4546, -0.4661, -0.4821, -0.4292, -0.3893, -0.3648, -0.3656, -0.3417, -0.3417, -0.346, -0.3237, -0.3277, -0.3443, -0.3443, -0.2754, -0.2829, -0.211, -0.2199, -0.2487, -0.2072, -0.2054, -0.2232, -0.2342, -0.2266, -0.1666, -0.1666, -0.1615, -0.1061, -0.0866, -0.0819, -0.1061, -0.0575, 0.0, 0.0012, -0.0469, 0.0058, -0.0364, -0.1284, -0.1204, -0.0933, -0.119, -0.1425, -0.0573, -0.049, -0.0543, -0.0543, -0.0816, -0.0329, -0.0412, -0.0163, -0.0329, -0.0397, -0.0144, -0.0453, -0.0526, -0.0519, -0.1277, -0.0793, -0.0878, -0.1493, -0.1056, -0.0739, -0.0381, -0.0688, -0.021, 0.015, 0.0607, 0.0608, 0.0207, -0.0284, -0.0711, -0.0913, -0.1222, -0.1834, -0.1793, -0.2604, -0.2235, -0.1546, -0.1583, -0.1583, -0.1318, -0.1322, -0.0652, -0.0312, -0.0333, -0.0196, 0.0702, 0.0486, 0.0509, 0.0459, 0.0306, 0.0328, 0.1204, 0.1072, 0.1416, 0.2056, 0.159, 0.1916, 0.1886, 0.2462, 0.3249, 0.4714, 0.532, 0.4862, 0.7164, 0.8279, 0.7619, 0.847, 0.7835, 0.6655, 0.5664, 0.6059, 0.6824, 0.7516, 0.7261, 0.7261, 1.059, 1.1338, 1.1226, 1.2317, 1.3799, 1.4457, 1.4812, 1.2891, 0.9858, 1.1818, 1.151, 1.0498, 1.2888, 1.2561, 1.5006, 1.3461, 1.3976, 1.6063, 1.6063, 1.7842, 1.4173, 1.4173, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2014898845973676202", "ticker_idx": 0, "ts": "2026-01-24T03:11:34+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU Micron is now the 18th largest company in the US, bigger than $AMD $COST $PLTR\n\nYet it trades at one of the lowest forward P/Es... Micron: 11x\n\nAI Inference demands near-infinite context in the decade ahead. We're so early.", "tweet_type": "analysis", "timeline": "years", "summary": "Long MU: trades at 11x forward P/E vs peers, deeply undervalued given AI inference memory demand that is 'so early'.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU Micron is now the 18th largest company in the US, bigger than $AMD $COST $PLTR\n\nYet it trades at one of the lowest forward P/Es:\n\nPalantir: 168x\nCostco: 48x\nAMD: 38x\nOracle: 24x\nMicron: 11x\n\nAI Inference demands near-infinite context in the decade ahead. We're so early. https://t.co/M5AFvSzFL1", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": 0.02714026854416307, "ret_signed_m1d": 0.02714026854416307, "alpha_spy_m1d": 0.03219284216618923, "alpha_c_m1d": 0.023955902187538847, "bench_spy_m1d": -0.0050525736220261575, "bench_c_m1d": 0.003184366356624224, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05435759085969649, "ret_signed_p1d": 0.05435759085969649, "alpha_spy_p1d": 0.05037342548122559, "alpha_c_p1d": 0.03322025441476706, "bench_spy_p1d": 0.003984165378470905, "bench_c_p1d": 0.021137336444929433, "ret_p1w": 0.12518954482328515, "ret_signed_p1w": 0.12518954482328515, "alpha_spy_p1w": 0.12132088303871202, "alpha_c_p1w": 0.10224687963987589, "bench_spy_p1w": 0.003868661784573124, "bench_c_p1w": 0.02294266518340926, "ret_p1m": 0.07432730762902162, "ret_signed_p1m": 0.07432730762902162, "alpha_spy_p1m": 0.08209377282576924, "alpha_c_p1m": 0.02332686641656423, "bench_spy_p1m": -0.007766465196747618, "bench_c_p1m": 0.05100044121245739, "ret_p3m": 0.2385884502360145, "ret_signed_p3m": 0.2385884502360145, "alpha_spy_p3m": 0.21310263538827545, "alpha_c_p3m": 0.030399299103990085, "bench_spy_p3m": 0.02548581484773904, "bench_c_p3m": 0.2081891511320244, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.4178, -0.4245, -0.4251, -0.397, -0.4399, -0.3898, -0.3877, -0.3888, -0.3493, -0.3806, -0.3708, -0.3913, -0.3659, -0.3784, -0.413, -0.4196, -0.4827, -0.4673, -0.4247, -0.4232, -0.4084, -0.4084, -0.3925, -0.3822, -0.3847, -0.3984, -0.4177, -0.3906, -0.3656, -0.3515, -0.3225, -0.336, -0.3805, -0.3898, -0.4027, -0.4206, -0.3615, -0.3168, -0.2894, -0.2902, -0.2635, -0.2635, -0.2684, -0.2434, -0.2479, -0.2665, -0.2665, -0.1893, -0.1977, -0.1174, -0.1273, -0.1595, -0.1131, -0.1111, -0.131, -0.1433, -0.1348, -0.0677, -0.0677, -0.0619, 0.0001, 0.0218, 0.0271, 0.0, 0.0544, 0.1187, 0.12, 0.0663, 0.1252, 0.078, -0.0249, -0.0159, 0.0144, -0.0144, -0.0407, 0.0546, 0.0639, 0.058, 0.058, 0.0275, 0.0819, 0.0726, 0.1004, 0.0819, 0.0743, 0.1026, 0.068, 0.0598, 0.0606, -0.0242, 0.03, 0.0205, -0.0483, 0.0006, 0.036, 0.0761, 0.0418, 0.0952, 0.1355, 0.1866, 0.1867, 0.1418, 0.0869, 0.0392, 0.0166, -0.018, -0.0864, -0.0819, -0.1726, -0.1314, -0.0542, -0.0583, -0.0583, -0.0287, -0.0292, 0.0458, 0.0838, 0.0814, 0.0968, 0.1973, 0.173, 0.1756, 0.1701, 0.153, 0.1554, 0.2534, 0.2386, 0.2772, 0.3487, 0.2966, 0.3331, 0.3297, 0.3941, 0.4822, 0.6461, 0.7139, 0.6626, 0.9202, 1.0449, 0.971, 1.0663, 0.9953, 0.8632, 0.7524, 0.7966, 0.8821, 0.9595, 0.931, 0.931, 1.3035, 1.3871, 1.3745, 1.4966, 1.6625, 1.736, 1.7758, 1.5609, 1.2215, 1.4408, 1.4063, 1.2932, 1.5606, 1.5239, 1.7974, 1.6246, 1.6822, 1.9157, 1.9157, 2.1147, 1.7043, 1.7043, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2025108606006460597", "ticker_idx": 0, "ts": "2026-02-21T07:21:31+00:00", "symbol": "EWY", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I hold $EWY", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds EWY and MU as a memory oligopoly play.", "resolved_tickers": ["EWY"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "reply_other", "lang": "en", "tweet_text": "@Alex06425829 I hold $EWY. This along with $MU. It is my Memory Oligopoly Play.", "reply_text": null, "parent_text": "@TradexWhisperer Do you hold Korean stocks?", "quoted_text": null, "parent_author": "Alex06425829", "ret_m1d": 0.018521190054074044, "ret_signed_m1d": 0.018521190054074044, "alpha_spy_m1d": 0.008204476274588313, "alpha_c_m1d": 0.008204476274588313, "bench_spy_m1d": 0.010316713779485731, "bench_c_m1d": 0.010316713779485731, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.037688441385384186, "ret_signed_p1d": 0.037688441385384186, "alpha_spy_p1d": 0.030419966115185826, "alpha_c_p1d": 0.030419966115185826, "bench_spy_p1d": 0.00726847527019836, "bench_c_p1d": 0.00726847527019836, "ret_p1w": 0.05915283599321519, "ret_signed_p1w": 0.05915283599321519, "alpha_spy_p1w": 0.053305793004869706, "alpha_c_p1w": 0.053305793004869706, "bench_spy_p1w": 0.0058470429883454855, "bench_c_p1w": 0.0058470429883454855, "ret_p1m": -0.0757358422155805, "ret_signed_p1m": -0.0757358422155805, "alpha_spy_p1m": -0.035544502755737395, "alpha_c_p1m": -0.035544502755737395, "bench_spy_p1m": -0.0401913394598431, "bench_c_p1m": -0.0401913394598431, "ret_p3m": 0.33826269981975354, "ret_signed_p3m": 0.33826269981975354, "alpha_spy_p3m": 0.2468804657270851, "alpha_c_p3m": 0.2468804657270851, "bench_spy_p3m": 0.09138223409266844, "bench_c_p3m": 0.09138223409266844, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.0757358422155805, "alpha_spy_stated": -0.035544502755737395, "alpha_c_stated": -0.035544502755737395, "price_path": [-0.3572, -0.3572, -0.362, -0.3638, -0.3536, -0.347, -0.355, -0.3379, -0.3325, -0.329, -0.3207, -0.3333, -0.3494, -0.3489, -0.3574, -0.3641, -0.3534, -0.3443, -0.3413, -0.3345, -0.3209, -0.3209, -0.312, -0.2913, -0.292, -0.3021, -0.3021, -0.2662, -0.2475, -0.2275, -0.2317, -0.2348, -0.2183, -0.218, -0.228, -0.2129, -0.2028, -0.1944, -0.1944, -0.2034, -0.1697, -0.1673, -0.1531, -0.1578, -0.1192, -0.0986, -0.1062, -0.1212, -0.1319, -0.1075, -0.1367, -0.137, -0.1047, -0.0951, -0.1066, -0.0625, -0.061, -0.0383, -0.0383, -0.0619, -0.0457, -0.0294, 0.0185, 0.0, 0.0377, 0.0688, 0.0798, 0.0866, 0.0592, -0.05, -0.0354, -0.0973, -0.0902, -0.0388, -0.0646, -0.0463, -0.1134, -0.1088, -0.0445, -0.035, -0.0533, -0.0322, -0.0971, -0.0394, -0.0757, -0.083, -0.1386, -0.1315, -0.1642, -0.1169, -0.0939, -0.1179, -0.1179, -0.0959, -0.0869, 0.0055, -0.0001, -0.0041, 0.0139, 0.053, 0.0403, 0.0587, 0.0935, 0.0775, 0.0538, 0.1184, 0.081, 0.1096, 0.1251, 0.1082, 0.1052, 0.1541, 0.163, 0.1744, 0.2453, 0.3064, 0.2688, 0.3654, 0.3844, 0.2814, 0.3541, 0.3677, 0.284, 0.2642, 0.2492, 0.293, 0.3383, 0.3067, 0.3067, 0.4404, 0.4235, 0.4818, 0.4776, 0.5556, 0.5401, 0.5288, 0.4642, 0.2576, 0.3327, 0.3212, 0.281, 0.4281, 0.4174, 0.5179, 0.4782, 0.4722, 0.5736, 0.5736, 0.5723, 0.3798, 0.3798, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2025108606006460597", "ticker_idx": 1, "ts": "2026-02-21T07:21:31+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "This along with $MU. It is my Memory Oligopoly Play.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds EWY and MU as a memory oligopoly play.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@Alex06425829 I hold $EWY. This along with $MU. It is my Memory Oligopoly Play.", "reply_text": null, "parent_text": "@TradexWhisperer Do you hold Korean stocks?", "quoted_text": null, "parent_author": "Alex06425829", "ret_m1d": 0.017103317512722427, "ret_signed_m1d": 0.017103317512722427, "alpha_spy_m1d": 0.006786603733236696, "alpha_c_m1d": 0.011896008195104502, "bench_spy_m1d": 0.010316713779485731, "bench_c_m1d": 0.005207309317617925, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.007031412215625532, "ret_signed_p1d": -0.007031412215625532, "alpha_spy_p1d": -0.014299887485823892, "alpha_c_p1d": -0.022241639654659084, "bench_spy_p1d": 0.00726847527019836, "bench_c_p1d": 0.015210227439033552, "ret_p1w": -0.019716354573246386, "ret_signed_p1w": -0.019716354573246386, "alpha_spy_p1w": -0.025563397561591872, "alpha_c_p1w": -0.003997525476116648, "bench_spy_p1w": 0.0058470429883454855, "bench_c_p1w": -0.01571882909712974, "ret_p1m": -0.06043186692613789, "ret_signed_p1m": -0.06043186692613789, "alpha_spy_p1m": -0.02024052746629479, "alpha_c_p1m": -0.01613326120868952, "bench_spy_p1m": -0.0401913394598431, "bench_c_p1m": -0.04429860571744837, "ret_p3m": 0.811103166517908, "ret_signed_p3m": 0.811103166517908, "alpha_spy_p3m": 0.7197209324252396, "alpha_c_p3m": 0.4356914290471299, "bench_spy_p3m": 0.09138223409266844, "bench_c_p3m": 0.37541173747077816, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.06043186692613789, "alpha_spy_stated": -0.02024052746629479, "alpha_c_stated": -0.01613326120868952, "price_path": [-0.4532, -0.4532, -0.4385, -0.429, -0.4313, -0.444, -0.4618, -0.4367, -0.4137, -0.4006, -0.3738, -0.3863, -0.4274, -0.4361, -0.4479, -0.4645, -0.4098, -0.3686, -0.3432, -0.344, -0.3193, -0.3193, -0.3238, -0.3007, -0.3049, -0.322, -0.322, -0.2507, -0.2585, -0.1842, -0.1934, -0.2232, -0.1803, -0.1784, -0.1968, -0.2081, -0.2003, -0.1383, -0.1383, -0.133, -0.0757, -0.0556, -0.0506, -0.0757, -0.0255, 0.034, 0.0352, -0.0145, 0.04, -0.0036, -0.0987, -0.0905, -0.0624, -0.089, -0.1134, -0.0253, -0.0166, -0.0221, -0.0221, -0.0503, -0.0, -0.0086, 0.0171, 0.0, -0.007, 0.0191, -0.0129, -0.0204, -0.0197, -0.0981, -0.048, -0.0568, -0.1204, -0.0752, -0.0424, -0.0054, -0.0371, 0.0123, 0.0495, 0.0967, 0.0968, 0.0553, 0.0046, -0.0395, -0.0604, -0.0924, -0.1556, -0.1514, -0.2353, -0.1971, -0.1258, -0.1296, -0.1296, -0.1023, -0.1027, -0.0334, 0.0017, -0.0005, 0.0137, 0.1066, 0.0842, 0.0866, 0.0815, 0.0657, 0.0679, 0.1585, 0.1448, 0.1804, 0.2466, 0.1984, 0.2321, 0.229, 0.2885, 0.3699, 0.5214, 0.5841, 0.5367, 0.7748, 0.8901, 0.8217, 0.9098, 0.8442, 0.7221, 0.6197, 0.6605, 0.7395, 0.8111, 0.7847, 0.7847, 1.129, 1.2063, 1.1947, 1.3075, 1.4608, 1.5288, 1.5656, 1.367, 1.0533, 1.2559, 1.2241, 1.1195, 1.3666, 1.3328, 1.5856, 1.4258, 1.4791, 1.6949, 1.6949, 1.8788, 1.4995, 1.4995, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2030384736594751717", "ticker_idx": 0, "ts": "2026-03-07T20:46:58+00:00", "symbol": "EWY", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Yes but rocky short-term. Iran war is not helping.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Still long EWY despite short-term headwinds from Iran conflict.", "resolved_tickers": ["EWY"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "reply_other", "lang": "en", "tweet_text": "@si2020_ Yes but rocky short-term. Iran war is not helping.", "reply_text": null, "parent_text": "@TradexWhisperer Are you still long $EWY? @TradexWhisperer", "quoted_text": null, "parent_author": "jjo202025", "ret_m1d": -0.053476705245757206, "ret_signed_m1d": -0.053476705245757206, "alpha_spy_m1d": -0.04479281427421933, "alpha_c_m1d": -0.04479281427421933, "bench_spy_m1d": -0.008683890971537878, "bench_c_m1d": -0.008683890971537878, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.02681302826391818, "ret_signed_p1d": -0.02681302826391818, "alpha_spy_p1d": -0.025206012687428503, "alpha_c_p1d": -0.025206012687428503, "bench_spy_p1d": -0.0016070155764896787, "bench_c_p1d": -0.0016070155764896787, "ret_p1w": -0.005900315854313831, "ret_signed_p1w": -0.005900315854313831, "alpha_spy_p1w": 0.007722497398154893, "alpha_c_p1w": 0.007722497398154893, "bench_spy_p1w": -0.013622813252468724, "bench_c_p1w": -0.013622813252468724, "ret_p1m": -0.05004105593236852, "ret_signed_p1m": -0.05004105593236852, "alpha_spy_p1m": -0.024609156926476472, "alpha_c_p1m": -0.024609156926476472, "bench_spy_p1m": -0.025431899005892045, "bench_c_p1m": -0.025431899005892045, "ret_p3m": 0.523414759507967, "ret_signed_p3m": 0.523414759507967, "alpha_spy_p3m": 0.4041588970990413, "alpha_c_p3m": 0.4041588970990413, "bench_spy_p3m": 0.11925586240892572, "bench_c_p3m": 0.11925586240892572, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.05004105593236852, "alpha_spy_stated": -0.024609156926476472, "alpha_c_stated": -0.024609156926476472, "price_path": [-0.2933, -0.3063, -0.3231, -0.3226, -0.3314, -0.3384, -0.3273, -0.3178, -0.3147, -0.3076, -0.2934, -0.2934, -0.2842, -0.2627, -0.2634, -0.2739, -0.2739, -0.2365, -0.217, -0.1963, -0.2006, -0.2039, -0.1867, -0.1864, -0.1968, -0.1811, -0.1706, -0.1618, -0.1618, -0.1712, -0.1362, -0.1337, -0.1189, -0.1238, -0.0836, -0.0622, -0.0701, -0.0857, -0.0968, -0.0715, -0.1018, -0.1022, -0.0686, -0.0586, -0.0705, -0.0246, -0.0231, 0.0006, 0.0006, -0.024, -0.0072, 0.0099, 0.0597, 0.0404, 0.0796, 0.112, 0.1234, 0.1306, 0.1019, -0.0116, 0.0036, -0.0609, -0.0535, 0.0, -0.0268, -0.0078, -0.0776, -0.0727, -0.0059, 0.004, -0.015, 0.0069, -0.0606, -0.0006, -0.0384, -0.0459, -0.1038, -0.0964, -0.1304, -0.0813, -0.0573, -0.0823, -0.0823, -0.0594, -0.05, 0.0462, 0.0403, 0.0361, 0.0548, 0.0955, 0.0824, 0.1014, 0.1377, 0.121, 0.0963, 0.1636, 0.1247, 0.1545, 0.1706, 0.153, 0.1499, 0.2007, 0.2099, 0.2218, 0.2956, 0.3592, 0.3201, 0.4206, 0.4404, 0.3332, 0.4088, 0.423, 0.3359, 0.3153, 0.2997, 0.3452, 0.3923, 0.3595, 0.3595, 0.4986, 0.481, 0.5416, 0.5373, 0.6185, 0.6023, 0.5906, 0.5234, 0.3085, 0.3865, 0.3746, 0.3328, 0.4858, 0.4747, 0.5793, 0.5379, 0.5317, 0.6372, 0.6372, 0.6358, 0.4355, 0.4355, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2006747340347158716", "ticker_idx": 0, "ts": "2026-01-01T15:20:24+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Micron has no need to sell DRAM at a lower ASP. All DRAM is now structurectly shifted to Data Center & AI whether that's pricing to the customers, fab output, tape-out, new product introduction.. all structurely aligned to Artificial Intelligence.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish Micron: DRAM structurally aligned to AI/data center, no pressure to cut ASPs.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@MajorOcelot45 Just like you said 'as needed'\nMicron has no need to sell DRAM at a lower ASP. All DRAM is now structurectly shifted to Data Center & AI whether that's pricing to the customers, fab output, tape-out, new product introduction.. all structurely aligned to Artificial Intelligence.", "reply_text": null, "parent_text": "@TradexWhisperer They'll still make chiplets for other makers to purchase and make ram as needed.", "quoted_text": null, "parent_author": "MajorOcelot45", "ret_m1d": -0.09514300318942082, "ret_signed_m1d": -0.09514300318942082, "alpha_spy_m1d": -0.09331336380379018, "alpha_c_m1d": -0.05986311210766626, "bench_spy_m1d": -0.0018296393856306326, "bench_c_m1d": -0.035279891081754555, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.010367190403028914, "ret_signed_p1d": -0.010367190403028914, "alpha_spy_p1d": -0.01702739751127358, "alpha_c_p1d": -0.021859311177758523, "bench_spy_p1d": 0.0066602071082446646, "bench_c_p1d": 0.011492120774729608, "ret_p1w": 0.09406502136266304, "ret_signed_p1w": 0.09406502136266304, "alpha_spy_p1w": 0.07810994798667803, "alpha_c_p1w": 0.051418319116951716, "bench_spy_p1w": 0.015955073375985007, "bench_c_p1w": 0.04264670224571132, "ret_p1m": 0.3879905061713662, "ret_signed_p1m": 0.3879905061713662, "alpha_spy_p1m": 0.3700740335070103, "alpha_c_p1m": 0.2951161033815053, "bench_spy_p1m": 0.01791647266435592, "bench_c_p1m": 0.09287440278986092, "ret_p3m": 0.16671269166070668, "ret_signed_p3m": 0.16671269166070668, "alpha_spy_p3m": 0.20497623445905344, "alpha_c_p3m": 0.11669926000185349, "bench_spy_p3m": -0.03826354279834676, "bench_c_p3m": 0.05001343165885319, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.3879905061713662, "alpha_spy_stated": 0.3700740335070103, "alpha_c_stated": 0.2951161033815053, "price_path": [-0.4115, -0.3771, -0.3905, -0.4245, -0.3891, -0.4072, -0.3917, -0.3582, -0.3586, -0.3447, -0.3589, -0.371, -0.3449, -0.3059, -0.3025, -0.2967, -0.2818, -0.2901, -0.2909, -0.2562, -0.309, -0.2473, -0.2447, -0.246, -0.1973, -0.2359, -0.2239, -0.2491, -0.2178, -0.2332, -0.2759, -0.284, -0.3618, -0.3428, -0.2903, -0.2884, -0.2703, -0.2703, -0.2506, -0.238, -0.241, -0.2579, -0.2817, -0.2482, -0.2175, -0.2001, -0.1643, -0.1809, -0.2358, -0.2473, -0.2632, -0.2853, -0.2123, -0.1573, -0.1235, -0.1245, -0.0915, -0.0915, -0.0975, -0.0667, -0.0723, -0.0951, -0.0951, 0.0, -0.0104, 0.0888, 0.0765, 0.0368, 0.0941, 0.0965, 0.072, 0.0568, 0.0672, 0.1501, 0.1501, 0.1572, 0.2336, 0.2605, 0.267, 0.2336, 0.3006, 0.38, 0.3816, 0.3153, 0.388, 0.3298, 0.2028, 0.2139, 0.2513, 0.2158, 0.1833, 0.3009, 0.3124, 0.3051, 0.3051, 0.2675, 0.3346, 0.3232, 0.3575, 0.3346, 0.3252, 0.3601, 0.3175, 0.3074, 0.3083, 0.2037, 0.2706, 0.2588, 0.174, 0.2343, 0.278, 0.3274, 0.2851, 0.351, 0.4007, 0.4637, 0.4639, 0.4085, 0.3408, 0.2819, 0.254, 0.2114, 0.1269, 0.1325, 0.0207, 0.0715, 0.1667, 0.1616, 0.1616, 0.1981, 0.1976, 0.29, 0.3369, 0.334, 0.3529, 0.4769, 0.447, 0.4502, 0.4433, 0.4223, 0.4253, 0.5461, 0.5279, 0.5755, 0.6638, 0.5995, 0.6444, 0.6403, 0.7197, 0.8283, 1.0305, 1.1142, 1.0509, 1.3687, 1.5226, 1.4314, 1.5489, 1.4613, 1.2984, 1.1616, 1.2162, 1.3217, 1.4172, 1.382, 1.382, 1.8415, 1.9446, 1.9291, 2.0797, 2.2843, 2.375, 2.4241, 2.159, 1.7404, 2.0108, 1.9684, 1.8288, 2.1586, 2.1134, 2.4508, 2.2376, 2.3087, 2.5967, 2.5967, 2.8421, 2.3359, 2.3359, null, null, null]}
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{"unit_id": "orig:1990129949735301545", "ticker_idx": 4, "ts": "2025-11-16T18:48:49+00:00", "symbol": "MSFT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Think long term with these names", "tweet_type": "analysis", "timeline": "years", "summary": "Long-term buy call on NVDA, TSM, MU, PLTR, MSFT as the only replacements for human labor via GPU compute, HBM memory, and software.", "resolved_tickers": ["MSFT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "original", "lang": "en", "tweet_text": "Think long term with these names\n\nThe only to replace human labor and brainpower is GPU (Compute), HBM (Memory) + Software.\n\n$NVDA $TSM $MU $PLTR $MSFT", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.00530064673796482, "ret_signed_m1d": 0.00530064673796482, "alpha_spy_m1d": -0.004103311318829128, "alpha_c_m1d": -0.004103311318829128, "bench_spy_m1d": 0.009403958056793948, "bench_c_m1d": 0.009403958056793948, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.026995524780487168, "ret_signed_p1d": -0.026995524780487168, "alpha_spy_p1d": -0.018597971436692284, "alpha_c_p1d": -0.018597971436692284, "bench_spy_p1d": -0.008397553343794883, "bench_c_p1d": -0.008397553343794883, "ret_p1w": -0.06424323089160178, "ret_signed_p1w": -0.06424323089160178, "alpha_spy_p1w": -0.0688400948953175, "alpha_c_p1w": -0.0688400948953175, "bench_spy_p1w": 0.004596864003715728, "bench_c_p1w": 0.004596864003715728, "ret_p1m": -0.05952498236587289, "ret_signed_p1m": -0.05952498236587289, "alpha_spy_p1m": -0.07935464980116425, "alpha_c_p1m": -0.07935464980116425, "bench_spy_p1m": 0.019829667435291354, "bench_c_p1m": 0.019829667435291354, "ret_p3m": -0.20669944330864154, "ret_signed_p3m": -0.20669944330864154, "alpha_spy_p3m": -0.2331586608054026, "alpha_c_p3m": -0.2331586608054026, "bench_spy_p3m": 0.026459217496761056, "bench_c_p3m": 0.026459217496761056, "ret_p6m": -0.1931552355081848, "ret_signed_p6m": -0.1931552355081848, "alpha_spy_p6m": -0.3083972653948731, "alpha_c_p6m": -0.3083972653948731, "bench_spy_p6m": 0.1152420298866883, "bench_c_p6m": 0.1152420298866883, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.0051, -0.0064, -0.0005, -0.0064, -0.0107, -0.0015, 0.0042, -0.0016, -0.0016, -0.0047, -0.0042, 0.0009, -0.0246, -0.0183, -0.0179, -0.014, -0.0128, 0.0047, 0.0155, 0.0031, 0.005, 0.0019, 0.0206, 0.0137, 0.0034, 0.0052, -0.0009, 0.0078, 0.014, 0.0206, 0.0241, 0.0163, 0.0194, 0.0415, 0.0325, 0.0342, 0.0294, 0.0068, 0.0129, 0.012, 0.0117, 0.0081, 0.012, 0.0183, 0.02, 0.0257, 0.0258, 0.0318, 0.0474, 0.0681, 0.0671, 0.036, 0.0203, 0.0188, 0.0135, -0.0007, -0.0205, -0.021, -0.0029, 0.0023, 0.0072, -0.0083, 0.0053, 0.0, -0.027, -0.0401, -0.0555, -0.068, -0.0642, -0.0583, -0.0415, -0.0415, -0.0287, -0.0391, -0.0327, -0.0569, -0.0507, -0.0462, -0.0306, -0.0287, -0.0552, -0.0455, -0.0553, -0.0626, -0.0595, -0.0601, -0.0445, -0.0407, -0.0427, -0.0389, -0.0366, -0.0366, -0.0372, -0.0384, -0.0376, -0.0453, -0.0453, -0.0663, -0.0665, -0.0553, -0.0455, -0.0561, -0.0538, -0.058, -0.0708, -0.0931, -0.0985, -0.0922, -0.0922, -0.1027, -0.1233, -0.1094, -0.0801, -0.0716, -0.0513, -0.0492, -0.1442, -0.1505, -0.1642, -0.1882, -0.1823, -0.2228, -0.2081, -0.1835, -0.1841, -0.2017, -0.2067, -0.2077, -0.2077, -0.2165, -0.2111, -0.2116, -0.214, -0.2393, -0.2303, -0.2073, -0.2051, -0.2229, -0.2114, -0.2008, -0.1982, -0.1874, -0.1908, -0.1899, -0.1971, -0.1989, -0.2048, -0.2173, -0.2086, -0.2097, -0.2248, -0.2303, -0.2444, -0.2422, -0.2625, -0.2658, -0.2759, -0.2941, -0.2897, -0.2676, -0.2691, -0.261, -0.261, -0.2622, -0.2634, -0.2593, -0.2618, -0.2662, -0.2395, -0.2222, -0.1863, -0.1684, -0.1634, -0.1728, -0.1607, -0.1434, -0.1774, -0.1598, -0.1594, -0.1507, -0.1601, -0.1931, -0.18, -0.1816, -0.186, -0.1809, -0.1674, -0.1786, -0.1835, -0.1932]}
{"unit_id": "quote:2025548629097005181", "ticker_idx": 0, "ts": "2026-02-22T12:30:00+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU Are you mind blown yet? Transformed. Forever.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish MU; author vouches for permanent transformation via HBM/AI, underscored by cheap valuation vs peers.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU Are you mind blown yet? Transformed. Forever. https://t.co/pfti29EQF6", "reply_text": null, "parent_text": null, "quoted_text": "🤯 Get ready to be MIND BLOWN\n\nForward P/S and PE ratios\n$MU: 2.2 and 11.7\n$AMD: 6.1 and 21.7\n$NVDA: 12.3 and 25.3\n$AVGO: 17.1 and 29.4\n$PLTR: 68.8 and 172.4\n\nMicron HBM revenue grew 52% sequentially. These chips directly enable Blackwell and Rubin GPUs, the center of AI https://t.co/C4BLuZfIzA", "parent_author": null, "ret_m1d": 0.017103317512722427, "ret_signed_m1d": 0.017103317512722427, "alpha_spy_m1d": 0.006786603733236696, "alpha_c_m1d": 0.011896008195104502, "bench_spy_m1d": 0.010316713779485731, "bench_c_m1d": 0.005207309317617925, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.007031412215625532, "ret_signed_p1d": -0.007031412215625532, "alpha_spy_p1d": -0.014299887485823892, "alpha_c_p1d": -0.022241639654659084, "bench_spy_p1d": 0.00726847527019836, "bench_c_p1d": 0.015210227439033552, "ret_p1w": -0.019716354573246386, "ret_signed_p1w": -0.019716354573246386, "alpha_spy_p1w": -0.025563397561591872, "alpha_c_p1w": -0.003997525476116648, "bench_spy_p1w": 0.0058470429883454855, "bench_c_p1w": -0.01571882909712974, "ret_p1m": -0.06043186692613789, "ret_signed_p1m": -0.06043186692613789, "alpha_spy_p1m": -0.02024052746629479, "alpha_c_p1m": -0.01613326120868952, "bench_spy_p1m": -0.0401913394598431, "bench_c_p1m": -0.04429860571744837, "ret_p3m": 0.811103166517908, "ret_signed_p3m": 0.811103166517908, "alpha_spy_p3m": 0.7197209324252396, "alpha_c_p3m": 0.4356914290471299, "bench_spy_p3m": 0.09138223409266844, "bench_c_p3m": 0.37541173747077816, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.06043186692613789, "alpha_spy_stated": -0.02024052746629479, "alpha_c_stated": -0.01613326120868952, "price_path": [-0.4532, -0.4532, -0.4385, -0.429, -0.4313, -0.444, -0.4618, -0.4367, -0.4137, -0.4006, -0.3738, -0.3863, -0.4274, -0.4361, -0.4479, -0.4645, -0.4098, -0.3686, -0.3432, -0.344, -0.3193, -0.3193, -0.3238, -0.3007, -0.3049, -0.322, -0.322, -0.2507, -0.2585, -0.1842, -0.1934, -0.2232, -0.1803, -0.1784, -0.1968, -0.2081, -0.2003, -0.1383, -0.1383, -0.133, -0.0757, -0.0556, -0.0506, -0.0757, -0.0255, 0.034, 0.0352, -0.0145, 0.04, -0.0036, -0.0987, -0.0905, -0.0624, -0.089, -0.1134, -0.0253, -0.0166, -0.0221, -0.0221, -0.0503, -0.0, -0.0086, 0.0171, 0.0, -0.007, 0.0191, -0.0129, -0.0204, -0.0197, -0.0981, -0.048, -0.0568, -0.1204, -0.0752, -0.0424, -0.0054, -0.0371, 0.0123, 0.0495, 0.0967, 0.0968, 0.0553, 0.0046, -0.0395, -0.0604, -0.0924, -0.1556, -0.1514, -0.2353, -0.1971, -0.1258, -0.1296, -0.1296, -0.1023, -0.1027, -0.0334, 0.0017, -0.0005, 0.0137, 0.1066, 0.0842, 0.0866, 0.0815, 0.0657, 0.0679, 0.1585, 0.1448, 0.1804, 0.2466, 0.1984, 0.2321, 0.229, 0.2885, 0.3699, 0.5214, 0.5841, 0.5367, 0.7748, 0.8901, 0.8217, 0.9098, 0.8442, 0.7221, 0.6197, 0.6605, 0.7395, 0.8111, 0.7847, 0.7847, 1.129, 1.2063, 1.1947, 1.3075, 1.4608, 1.5288, 1.5656, 1.367, 1.0533, 1.2559, 1.2241, 1.1195, 1.3666, 1.3328, 1.5856, 1.4258, 1.4791, 1.6949, 1.6949, 1.8788, 1.4995, 1.4995, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:1993791004940620008", "ticker_idx": 0, "ts": "2025-11-26T21:16:33+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "what I am betting is that this 'scarlet letter' fades away with HBMs then it goes BOOM", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long MU: underappreciated P/E re-rating expected as HBM erases its cyclical stigma.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@dolores_capital lol. yeah. Also $MU is deeply cyclical and the market has put a \"scarlet letter\" on it (under appreciated pe ratios). So what I am betting is that this \"scarlet letter\" fades away with HBMs then it goes BOOM (it already has). I can still be wrong so not financial advise.", "reply_text": null, "parent_text": "@TradexWhisperer true true...most usa retail like me can't be bothered to sign up for some account and then buy a number.\n\n$MU is just much more memorable than 0193540844539 etc. pun intended.", "quoted_text": null, "parent_author": "dolores_capital", "ret_m1d": -0.026302423560991106, "ret_signed_m1d": -0.026302423560991106, "alpha_spy_m1d": -0.020873622087447696, "alpha_c_m1d": -0.01332972283806666, "bench_spy_m1d": -0.00542880147354341, "bench_c_m1d": -0.012972700722924446, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.01683027569117823, "ret_signed_p1d": 0.01683027569117823, "alpha_spy_p1d": 0.02139574599234273, "alpha_c_p1d": 0.014900003588246058, "bench_spy_p1d": -0.004565470301164498, "bench_c_p1d": 0.0019302721029321734, "ret_p1w": 0.003129312790434824, "ret_signed_p1w": 0.003129312790434824, "alpha_spy_p1w": -0.00023621092974002167, "alpha_c_p1w": -0.031331948986892844, "bench_spy_p1w": 0.0033655237201748456, "bench_c_p1w": 0.03446126177732767, "ret_p1m": 0.24530168795485796, "ret_signed_p1m": 0.24530168795485796, "alpha_spy_p1m": 0.2358012628630879, "alpha_c_p1m": 0.20821966012376314, "bench_spy_p1m": 0.00950042509177007, "bench_c_p1m": 0.03708202783109482, "ret_p3m": 0.8148398447058025, "ret_signed_p3m": 0.8148398447058025, "alpha_spy_p3m": 0.7975609741486553, "alpha_c_p3m": 0.601356164555531, "bench_spy_p3m": 0.017278870557147163, "bench_c_p3m": 0.21348368015027153, "ret_p6m": 2.178361981891212, "ret_signed_p6m": 2.178361981891212, "alpha_spy_p6m": 2.0810593267268627, "alpha_c_p6m": 1.5373001332374754, "bench_spy_p6m": 0.09730265516434944, "bench_c_p6m": 0.6410618486537367, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.24530168795485796, "alpha_spy_stated": 0.2358012628630879, "alpha_c_stated": 0.20821966012376314, "price_path": [-0.4993, -0.4983, -0.4751, -0.4448, -0.4444, -0.4285, -0.4084, -0.3637, -0.3355, -0.3333, -0.3288, -0.3239, -0.2863, -0.3123, -0.3043, -0.2967, -0.3166, -0.3372, -0.3354, -0.3074, -0.2929, -0.2302, -0.2235, -0.2057, -0.1925, -0.2148, -0.1689, -0.1867, -0.2321, -0.1848, -0.209, -0.1883, -0.1436, -0.1442, -0.1256, -0.1446, -0.1607, -0.1259, -0.0738, -0.0693, -0.0616, -0.0417, -0.0527, -0.0537, -0.0075, -0.078, 0.0043, 0.0078, 0.0061, 0.0711, 0.0196, 0.0356, 0.002, 0.0438, 0.0231, -0.0337, -0.0447, -0.1485, -0.1231, -0.0531, -0.0505, -0.0263, -0.0263, 0.0, 0.0168, 0.0127, -0.0098, -0.0416, 0.0031, 0.0441, 0.0674, 0.1151, 0.0929, 0.0197, 0.0043, -0.0168, -0.0463, 0.051, 0.1245, 0.1696, 0.1683, 0.2123, 0.2123, 0.2043, 0.2453, 0.2379, 0.2074, 0.2074, 0.3344, 0.3205, 0.4528, 0.4364, 0.3834, 0.4599, 0.4632, 0.4304, 0.4102, 0.4241, 0.5346, 0.5346, 0.5441, 0.6461, 0.6819, 0.6907, 0.646, 0.7355, 0.8414, 0.8436, 0.7551, 0.8521, 0.7744, 0.605, 0.6198, 0.6697, 0.6224, 0.579, 0.7359, 0.7513, 0.7415, 0.7415, 0.6912, 0.7808, 0.7656, 0.8113, 0.7809, 0.7683, 0.8148, 0.758, 0.7445, 0.7458, 0.6062, 0.6954, 0.6797, 0.5665, 0.647, 0.7053, 0.7712, 0.7148, 0.8027, 0.869, 0.9531, 0.9533, 0.8794, 0.789, 0.7106, 0.6732, 0.6164, 0.5037, 0.5112, 0.3619, 0.4298, 0.5568, 0.55, 0.55, 0.5987, 0.598, 0.7214, 0.7839, 0.78, 0.8053, 0.9708, 0.9308, 0.9351, 0.9259, 0.8978, 0.9019, 1.0631, 1.0387, 1.1022, 1.22, 1.1342, 1.1942, 1.1887, 1.2947, 1.4396, 1.7094, 1.8211, 1.7367, 2.1606, 2.366, 2.2443, 2.4011, 2.2842, 2.0669, 1.8844, 1.9572, 2.0979, 2.2253, 2.1784, 2.1784]}
{"unit_id": "thread:2007516355386540524", "ticker_idx": 0, "ts": "2026-01-03T18:16:11+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "My opinion? We are still so early. none of these 'mainstream' institutions has yet fully priced in the structural shift in Micron's memory business fundamentals", "tweet_type": "analysis", "timeline": "years", "summary": "Strongly bullish MU; author believes even top-tier institutions underestimate structural shift from cyclical DRAM to high-margin AI/HBM memory with multi-year visibility.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "self_thread", "lang": "en", "tweet_text": "$MU Renewed Price Targets, Refined to 10 \"Top-Tier\" Institutions.\n\nRosenblatt Securities\n$300 → $500\nStreet-high; aggressive on multi-year AI/HBM pricing power and margin expansion.\n\nBernstein\n$270 → $330\nPersistent DRAM pricing rises (20-25% sequential) into 2026-2027.\n\nJPMorgan Chase & Co.\n$220 → $350\nStrong emphasis on HBM sold-out status and AI infrastructure tailwinds.\n\nMorgan Stanley\n$338 → $350\nMassive earnings surprise and sustained margin growth.\n\nCantor Fitzgerald\n$300 → $350\nGross margins to continue rising through 2026 on tight supply.\n\nSusquehanna\n$300 → $345\nPotential for margins >60%; multi-year AI demand visibility.\n\nWells Fargo & Co.\n$300 → $335\nBullish on operational strength and HBM contracts.\n\nCiti\n$300 → $330\nIndustry dynamics and AI-driven operating leverage.\n\nBank of America\n$250 → $300\nUpgraded rating; durable upcycle and multi-year HBM agreements.\n\nKeyBanc/KeyCorp\n$215 → $325–$350\nHBM momentum and supply constraints persisting into 2027.\n\n---\n\n$MU My opinion? We are still so early.\n\nWith the exception of Rosenblatt's bold $500 target, none of these \"mainstream\" institutions has yet fully priced in the structural shift in Micron's memory business fundamentals:\n\nFrom Cyclical commodity → To high-margin, AI-essential Near Memory with multi-year visibility.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.01047579496404416, "ret_signed_m1d": 0.01047579496404416, "alpha_spy_m1d": 0.01709193719477453, "alpha_c_m1d": 0.021837347405923246, "bench_spy_m1d": -0.006616142230730371, "bench_c_m1d": -0.011361552441879086, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.10020817203358767, "ret_signed_p1d": 0.10020817203358767, "alpha_spy_p1d": 0.09426101373421658, "alpha_c_p1d": 0.07364497153417249, "bench_spy_p1d": 0.005947158299371091, "bench_c_p1d": 0.026563200499415185, "ret_p1w": 0.10802499081593964, "ret_signed_p1w": 0.10802499081593964, "alpha_spy_p1w": 0.09720668731564941, "alpha_c_p1w": 0.0734107069340042, "bench_spy_p1w": 0.010818303500290227, "bench_c_p1w": 0.03461428388193544, "ret_p1m": 0.34371301679656074, "ret_signed_p1m": 0.34371301679656074, "alpha_spy_p1m": 0.3410811565662011, "alpha_c_p1m": 0.2905071677731854, "bench_spy_p1m": 0.0026318602303596617, "bench_c_p1m": 0.05320584902337533, "ret_p3m": 0.17377494024981432, "ret_signed_p3m": 0.17377494024981432, "alpha_spy_p3m": 0.21754119308862419, "alpha_c_p3m": 0.1347643437584105, "bench_spy_p3m": -0.04376625283880986, "bench_c_p3m": 0.039010596491403815, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.3706, -0.3841, -0.4185, -0.3827, -0.401, -0.3854, -0.3514, -0.3519, -0.3379, -0.3522, -0.3644, -0.3381, -0.2986, -0.2952, -0.2894, -0.2743, -0.2827, -0.2834, -0.2484, -0.3018, -0.2395, -0.2368, -0.2381, -0.1889, -0.2279, -0.2158, -0.2412, -0.2096, -0.2252, -0.2683, -0.2765, -0.3552, -0.3359, -0.2829, -0.281, -0.2626, -0.2626, -0.2427, -0.23, -0.2331, -0.2502, -0.2742, -0.2404, -0.2093, -0.1917, -0.1555, -0.1723, -0.2278, -0.2395, -0.2554, -0.2778, -0.2041, -0.1484, -0.1143, -0.1153, -0.082, -0.082, -0.088, -0.057, -0.0625, -0.0857, -0.0857, 0.0105, 0.0, 0.1002, 0.0878, 0.0476, 0.1055, 0.108, 0.0832, 0.0679, 0.0784, 0.1621, 0.1621, 0.1693, 0.2465, 0.2737, 0.2803, 0.2465, 0.3142, 0.3945, 0.3961, 0.3291, 0.4025, 0.3437, 0.2154, 0.2266, 0.2644, 0.2286, 0.1957, 0.3146, 0.3262, 0.3188, 0.3188, 0.2807, 0.3486, 0.337, 0.3717, 0.3486, 0.3391, 0.3743, 0.3313, 0.3211, 0.322, 0.2163, 0.2839, 0.272, 0.1863, 0.2472, 0.2914, 0.3413, 0.2986, 0.3651, 0.4153, 0.4791, 0.4792, 0.4233, 0.3548, 0.2954, 0.2671, 0.2241, 0.1387, 0.1444, 0.0313, 0.0828, 0.1789, 0.1738, 0.1738, 0.2107, 0.2101, 0.3035, 0.3509, 0.348, 0.3671, 0.4924, 0.4622, 0.4654, 0.4585, 0.4372, 0.4402, 0.5623, 0.5439, 0.592, 0.6812, 0.6162, 0.6616, 0.6575, 0.7377, 0.8475, 1.0518, 1.1364, 1.0724, 1.3935, 1.549, 1.4568, 1.5756, 1.4871, 1.3225, 1.1843, 1.2394, 1.346, 1.4425, 1.4069, 1.4069, 1.8712, 1.9755, 1.9598, 2.112, 2.3187, 2.4104, 2.46, 2.1921, 1.7691, 2.0424, 1.9995, 1.8584, 2.1917, 2.146, 2.4869, 2.2715, 2.3434, 2.6344, 2.6344, 2.8824, 2.3709, 2.3709, null, null, null, null]}
{"unit_id": "thread:2018383705149153757", "ticker_idx": 0, "ts": "2026-02-02T17:59:09+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Keyword is \"New Peak,\" it keeps going up", "tweet_type": "news_reaction", "timeline": "years", "summary": "Bullish MU and SNDK on TrendForce projecting memory market surge to $842.7B in 2027; 'it keeps going up.'", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "self_thread", "lang": "en", "tweet_text": "$MU $SNDK Keyword is \"New Peak,\" it keeps going up\n\n\"TrendForce projects the memory market to be worth $551.6 billion in 2026 and to surge to a peak of $842.7 billion in 2027, reflecting a 53% YoY growth ... to a New Peak ...\"\n\nInfinite AI Context = Infinite Memory 🔥 https://t.co/9IATDelKaJ\n\n---\n\n\"AI Architecture Evolution Set to Drive Memory Market Revenue to a New Peak in 2027, with Annual Growth Exceeding 50%, Says TrendForce\"", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.05235266083794998, "ret_signed_m1d": -0.05235266083794998, "alpha_spy_m1d": -0.047406028910000564, "alpha_c_m1d": -0.041297902517165586, "bench_spy_m1d": -0.004946631927949419, "bench_c_m1d": -0.011054758320784397, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04193689928580624, "ret_signed_p1d": -0.04193689928580624, "alpha_spy_p1d": -0.03348151338463368, "alpha_c_p1d": -0.016714435589620935, "bench_spy_p1d": -0.008455385901172563, "bench_c_p1d": -0.025222463696185304, "ret_p1w": -0.12402922326843191, "ret_signed_p1w": -0.12402922326843191, "alpha_spy_p1w": -0.12192975910208703, "alpha_c_p1w": -0.12079367330086299, "bench_spy_p1w": -0.0020994641663448776, "bench_c_p1w": -0.003235549967568918, "ret_p1m": -0.13275465511876516, "ret_signed_p1m": -0.13275465511876516, "alpha_spy_p1m": -0.11106975086082527, "alpha_c_p1m": -0.09130552010513115, "bench_spy_p1m": -0.021684904257939897, "bench_c_p1m": -0.04144913501363401, "ret_p3m": 0.1817661968369726, "ret_signed_p3m": 0.1817661968369726, "alpha_spy_p3m": 0.14551033714901407, "alpha_c_p3m": -0.060285914113651806, "bench_spy_p3m": 0.036255859687958525, "bench_c_p3m": 0.2420521109506244, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.4577, -0.4558, -0.4568, -0.4217, -0.4495, -0.4408, -0.459, -0.4364, -0.4476, -0.4783, -0.4842, -0.5402, -0.5265, -0.4887, -0.4873, -0.4743, -0.4743, -0.4601, -0.451, -0.4532, -0.4654, -0.4825, -0.4584, -0.4362, -0.4237, -0.3979, -0.4099, -0.4494, -0.4577, -0.4691, -0.4851, -0.4325, -0.3928, -0.3685, -0.3692, -0.3454, -0.3454, -0.3498, -0.3276, -0.3316, -0.3481, -0.3481, -0.2795, -0.287, -0.2156, -0.2244, -0.253, -0.2118, -0.21, -0.2277, -0.2386, -0.2311, -0.1714, -0.1714, -0.1663, -0.1112, -0.0919, -0.0871, -0.1113, -0.063, -0.0058, -0.0046, -0.0524, 0.0, -0.0419, -0.1334, -0.1254, -0.0985, -0.124, -0.1474, -0.0627, -0.0544, -0.0597, -0.0597, -0.0868, -0.0385, -0.0467, -0.022, -0.0384, -0.0452, -0.0201, -0.0508, -0.0581, -0.0574, -0.1328, -0.0846, -0.0931, -0.1542, -0.1107, -0.0792, -0.0437, -0.0741, -0.0267, 0.0091, 0.0546, 0.0547, 0.0148, -0.034, -0.0764, -0.0966, -0.1272, -0.1881, -0.1841, -0.2647, -0.228, -0.1594, -0.1631, -0.1631, -0.1368, -0.1372, -0.0706, -0.0368, -0.0389, -0.0253, 0.0641, 0.0425, 0.0448, 0.0399, 0.0247, 0.0269, 0.1139, 0.1008, 0.1351, 0.1987, 0.1524, 0.1847, 0.1818, 0.239, 0.3173, 0.4629, 0.5232, 0.4776, 0.7065, 0.8174, 0.7517, 0.8364, 0.7733, 0.6559, 0.5574, 0.5967, 0.6727, 0.7415, 0.7161, 0.7161, 1.0472, 1.1215, 1.1103, 1.2188, 1.3662, 1.4316, 1.4669, 1.276, 0.9744, 1.1692, 1.1386, 1.038, 1.2757, 1.2431, 1.4862, 1.3325, 1.3838, 1.5913, 1.5913, 1.7681, 1.4034, 1.4034, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "thread:2018383705149153757", "ticker_idx": 1, "ts": "2026-02-02T17:59:09+00:00", "symbol": "SNDK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Keyword is \"New Peak,\" it keeps going up", "tweet_type": "news_reaction", "timeline": "years", "summary": "Bullish MU and SNDK on TrendForce projecting memory market surge to $842.7B in 2027; 'it keeps going up.'", "resolved_tickers": ["SNDK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "self_thread", "lang": "en", "tweet_text": "$MU $SNDK Keyword is \"New Peak,\" it keeps going up\n\n\"TrendForce projects the memory market to be worth $551.6 billion in 2026 and to surge to a peak of $842.7 billion in 2027, reflecting a 53% YoY growth ... to a New Peak ...\"\n\nInfinite AI Context = Infinite Memory 🔥 https://t.co/9IATDelKaJ\n\n---\n\n\"AI Architecture Evolution Set to Drive Memory Market Revenue to a New Peak in 2027, with Annual Growth Exceeding 50%, Says TrendForce\"", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.13377125780280041, "ret_signed_m1d": -0.13377125780280041, "alpha_spy_m1d": -0.128824625874851, "alpha_c_m1d": -0.12427123921722683, "bench_spy_m1d": -0.004946631927949419, "bench_c_m1d": -0.009500018585573589, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.04550240511035031, "ret_signed_p1d": 0.04550240511035031, "alpha_spy_p1d": 0.05395779101152287, "alpha_c_p1d": 0.06739399951353386, "bench_spy_p1d": -0.008455385901172563, "bench_c_p1d": -0.021891594403183556, "ret_p1w": -0.12302322022384571, "ret_signed_p1w": -0.12302322022384571, "alpha_spy_p1w": -0.12092375605750083, "alpha_c_p1w": -0.10987453237060796, "bench_spy_p1w": -0.0020994641663448776, "bench_c_p1w": -0.01314868785323775, "ret_p1m": -0.1500661694355927, "ret_signed_p1m": -0.1500661694355927, "alpha_spy_p1m": -0.1283812651776528, "alpha_c_p1m": -0.09664480752477245, "bench_spy_p1m": -0.021684904257939897, "bench_c_p1m": -0.05342136191082025, "ret_p3m": 0.6482923844961672, "ret_signed_p3m": 0.6482923844961672, "alpha_spy_p3m": 0.6120365248082087, "alpha_c_p3m": 0.5488958944001718, "bench_spy_p3m": 0.036255859687958525, "bench_c_p3m": 0.09939649009599538, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.6746, -0.6878, -0.64, -0.5972, -0.5918, -0.5744, -0.6339, -0.6179, -0.6003, -0.6318, -0.6303, -0.7054, -0.699, -0.6588, -0.6685, -0.6767, -0.6767, -0.6644, -0.6841, -0.6913, -0.7078, -0.6793, -0.6566, -0.6611, -0.6701, -0.65, -0.6368, -0.6901, -0.6965, -0.6854, -0.6891, -0.6701, -0.6428, -0.6376, -0.6319, -0.6241, -0.6241, -0.6241, -0.6328, -0.6389, -0.6432, -0.6432, -0.5863, -0.588, -0.4744, -0.4685, -0.4971, -0.4327, -0.4148, -0.414, -0.417, -0.3848, -0.3782, -0.3782, -0.3189, -0.2465, -0.2432, -0.2877, -0.2923, -0.2763, -0.2069, -0.1893, -0.1338, 0.0, 0.0455, -0.1213, -0.1338, -0.1012, -0.123, -0.1858, -0.0991, -0.0525, -0.0581, -0.0581, -0.1122, -0.0975, -0.0664, -0.023, 0.0019, -0.0402, -0.0494, -0.0201, -0.0449, -0.0694, -0.1501, -0.0995, -0.1498, -0.2073, -0.115, -0.0697, -0.0147, -0.0698, -0.0054, 0.0577, 0.0826, 0.133, 0.1606, 0.0668, 0.056, 0.056, 0.019, -0.0933, -0.0743, -0.1394, -0.0449, 0.0413, 0.0546, 0.0546, 0.0893, 0.0685, 0.1739, 0.2801, 0.2804, 0.4318, 0.4197, 0.3404, 0.3822, 0.3844, 0.3725, 0.3581, 0.4718, 0.4016, 0.488, 0.6087, 0.5067, 0.5997, 0.6483, 0.7843, 0.8878, 1.114, 1.1195, 1.0143, 1.3485, 1.3263, 1.1827, 1.1755, 1.0785, 1.1159, 1.0038, 1.0794, 1.0933, 1.3183, 1.2228, 1.2228, 1.3894, 1.39, 1.4677, 1.5479, 1.6478, 1.5801, 1.7531, 1.6452, 1.344, 1.4683, 1.4751, 1.4701, 1.8283, 1.9765, 2.1686, 1.9937, 1.9445, 2.2842, 2.2842, 2.4179, 1.9517, 1.9517, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2030392860978364461", "ticker_idx": 0, "ts": "2026-03-07T21:19:15+00:00", "symbol": "000660.KS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "ridiculously low ~5x forward PE. Market has zero respect for memory industry.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish SK Hynix: ~5x forward PE is absurdly cheap; market undervalues the memory industry.", "resolved_tickers": ["000660.KS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@amitladhani And ridiculously low ~5x forward PE. Market has zero respect for memory industry.", "reply_text": null, "parent_text": "@TradexWhisperer Gray but how much priced already? Hk Hynix is up a ridiculous % already", "quoted_text": null, "parent_author": "amitladhani", "ret_m1d": 0.10526311066951677, "ret_signed_m1d": 0.10526311066951677, "alpha_spy_m1d": 0.11394700164105465, "alpha_c_m1d": 0.14028098152576707, "bench_spy_m1d": -0.008683890971537878, "bench_c_m1d": -0.0350178708562503, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.12200955542508463, "ret_signed_p1d": 0.12200955542508463, "alpha_spy_p1d": 0.1236165710015743, "alpha_c_p1d": 0.11450393508954515, "bench_spy_p1d": -0.0016070155764896787, "bench_c_p1d": 0.007505620335539476, "ret_p1w": 0.16507170307476637, "ret_signed_p1w": 0.16507170307476637, "alpha_spy_p1w": 0.1786945163272351, "alpha_c_p1w": 0.1662127170845148, "bench_spy_p1w": -0.013622813252468724, "bench_c_p1w": -0.00114101400974842, "ret_p1m": 0.09569377775770538, "ret_signed_p1m": 0.09569377775770538, "alpha_spy_p1m": 0.12112567676359742, "alpha_c_p1m": 0.08167141589507532, "bench_spy_p1m": -0.025431899005892045, "bench_c_p1m": 0.014022361862630062, "ret_p3m": 1.7492634085662049, "ret_signed_p3m": 1.7492634085662049, "alpha_spy_p3m": 1.6300075461572792, "alpha_c_p3m": 1.158041872783789, "bench_spy_p3m": 0.11925586240892572, "bench_c_p3m": 0.591221535782416, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.09569377775770538, "alpha_spy_stated": 0.12112567676359742, "alpha_c_stated": 0.08167141589507532, "price_path": [-0.2991, -0.3254, -0.3182, -0.3385, -0.3672, -0.3421, -0.3409, -0.3469, -0.3075, -0.3027, -0.2979, -0.2979, -0.2848, -0.2359, -0.2227, -0.2227, -0.2227, -0.1917, -0.169, -0.1332, -0.1141, -0.0974, -0.1117, -0.1057, -0.1189, -0.1141, -0.1057, -0.0974, -0.0878, -0.1129, -0.1165, -0.0986, -0.0842, -0.1212, -0.0448, 0.0041, 0.028, 0.0853, -0.009, 0.0829, 0.0746, 0.0053, 0.0017, 0.0591, 0.0459, 0.0268, 0.0602, 0.0507, 0.0507, 0.0507, 0.0507, 0.0674, 0.1331, 0.1355, 0.1999, 0.2155, 0.3146, 0.2691, 0.2691, 0.1232, 0.0156, 0.1256, 0.1053, 0.0, 0.122, 0.1423, 0.1124, 0.0885, 0.1651, 0.1603, 0.2632, 0.2117, 0.2045, 0.116, 0.1794, 0.1902, 0.116, 0.116, 0.0443, -0.0347, 0.073, -0.0072, 0.0478, 0.0598, 0.0957, 0.2356, 0.1938, 0.2285, 0.244, 0.3194, 0.3589, 0.3816, 0.3493, 0.3947, 0.4641, 0.4629, 0.4653, 0.4617, 0.5455, 0.555, 0.5467, 0.5383, 0.5383, 0.7309, 0.7309, 0.9151, 0.9785, 1.0167, 1.2488, 1.195, 1.3636, 1.3565, 1.1758, 1.201, 1.0873, 1.0873, 1.3206, 1.3218, 1.3218, 1.4545, 1.683, 1.7385, 1.7911, 1.827, 1.8234, 1.8234, 1.7493, 1.4765, 1.2863, 1.65, 1.4502, 1.5136, 1.5722, 1.7373, 1.8498, 2.0161, 2.2123, 2.3068, 2.4922, 2.0567, 2.0866, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2001726152264814974", "ticker_idx": 0, "ts": "2025-12-18T18:47:59+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Micron saves the Market. It's the leader now because Memory is the new Oil in the Artificial Intelligence Revolution. Low Power is the Key and Micron has it", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Strongly bullish MU: memory is the new oil in AI, Micron leads on low power, cheap valuation with HBM surging.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU Micron saves the Market. It's the leader now because Memory is the new Oil in the Artificial Intelligence Revolution.\n\nLow Power is the Key and Micron has it 🔑 https://t.co/u4js6Fzbkd", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": -0.09265740689197877, "ret_signed_m1d": -0.09265740689197877, "alpha_spy_m1d": -0.08516273839298483, "alpha_c_m1d": -0.06959040894286439, "bench_spy_m1d": -0.007494668498993939, "bench_c_m1d": -0.023066997949114376, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.06988540730830861, "ret_signed_p1d": 0.06988540730830861, "alpha_spy_p1d": 0.06082190108472152, "alpha_c_p1d": 0.04402506500505399, "bench_spy_p1d": 0.009063506223587092, "bench_c_p1d": 0.025860342303254624, "ret_p1w": 0.15340967111542358, "ret_signed_p1w": 0.15340967111542358, "alpha_spy_p1w": 0.1298312546107958, "alpha_c_p1w": 0.10142072459924933, "bench_spy_p1w": 0.023578416504627775, "bench_c_p1w": 0.05198894651617425, "ret_p1m": 0.46005451856089974, "ret_signed_p1m": 0.46005451856089974, "alpha_spy_p1m": 0.4345783951884836, "alpha_c_p1m": 0.30343575761179387, "bench_spy_p1m": 0.025476123372416115, "bench_c_p1m": 0.15661876094910587, "ret_p3m": 0.858284060061105, "ret_signed_p3m": 0.858284060061105, "alpha_spy_p3m": 0.863750474743352, "alpha_c_p3m": 0.7118047706210504, "bench_spy_p3m": -0.005466414682246956, "bench_c_p3m": 0.14647928944005462, "ret_p6m": 2.9526013178780106, "ret_signed_p6m": 2.9526013178780106, "alpha_spy_p6m": 2.8498567752408315, "alpha_c_p6m": 2.1617040271910626, "bench_spy_p6m": 0.10274454263717936, "bench_c_p6m": 0.790897290686948, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.46005451856089974, "alpha_spy_stated": 0.4345783951884836, "alpha_c_stated": 0.30343575761179387, "price_path": [-0.3381, -0.3309, -0.3498, -0.3694, -0.3676, -0.341, -0.3272, -0.2676, -0.2612, -0.2443, -0.2317, -0.2529, -0.2093, -0.2262, -0.2694, -0.2244, -0.2474, -0.2278, -0.1852, -0.1858, -0.1681, -0.1861, -0.2015, -0.1683, -0.1188, -0.1145, -0.1072, -0.0882, -0.0987, -0.0997, -0.0557, -0.1228, -0.0445, -0.0411, -0.0428, 0.0191, -0.0299, -0.0147, -0.0467, -0.0069, -0.0266, -0.0807, -0.091, -0.1898, -0.1657, -0.0991, -0.0966, -0.0736, -0.0736, -0.0486, -0.0325, -0.0365, -0.0579, -0.0881, -0.0456, -0.0066, 0.0156, 0.061, 0.0399, -0.0298, -0.0445, -0.0645, -0.0927, 0.0, 0.0699, 0.1128, 0.1115, 0.1534, 0.1534, 0.1458, 0.1848, 0.1778, 0.1488, 0.1488, 0.2696, 0.2564, 0.3823, 0.3667, 0.3162, 0.389, 0.3921, 0.361, 0.3417, 0.3549, 0.4601, 0.4601, 0.4691, 0.5662, 0.6002, 0.6086, 0.5661, 0.6512, 0.752, 0.754, 0.6699, 0.7621, 0.6882, 0.5271, 0.5411, 0.5886, 0.5436, 0.5023, 0.6516, 0.6662, 0.6569, 0.6569, 0.6091, 0.6943, 0.6798, 0.7234, 0.6944, 0.6825, 0.7267, 0.6726, 0.6598, 0.661, 0.5282, 0.6131, 0.5981, 0.4904, 0.567, 0.6225, 0.6852, 0.6315, 0.7152, 0.7782, 0.8583, 0.8584, 0.7882, 0.7022, 0.6275, 0.592, 0.5379, 0.4307, 0.4378, 0.2958, 0.3604, 0.4812, 0.4747, 0.4747, 0.5211, 0.5204, 0.6378, 0.6973, 0.6936, 0.7176, 0.8751, 0.8371, 0.8411, 0.8324, 0.8056, 0.8095, 0.9629, 0.9397, 1.0001, 1.1122, 1.0306, 1.0877, 1.0824, 1.1833, 1.3212, 1.5779, 1.6841, 1.6038, 2.0071, 2.2025, 2.0868, 2.2359, 2.1247, 1.918, 1.7443, 1.8136, 1.9475, 2.0687, 2.024, 2.024, 2.6074, 2.7384, 2.7187, 2.9099, 3.1696, 3.2848, 3.3471, 3.0105, 2.4791, 2.8224, 2.7685, 2.5913, 3.01, 2.9526]}
{"unit_id": "quote:2031238949419794745", "ticker_idx": 0, "ts": "2026-03-10T05:21:18+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The market is pricing in a disaster that hasn't arrived. Micron is trading at ~10x Forward P/E with a PEG of 0.6. At these levels, investors are being compensated as if a full-blown chip demand collapse is imminent. It isn't. That gap between fear and fundamentals is where opportunity lives.", "tweet_type": "analysis", "timeline": "quarters", "summary": "Long MU: market pricing imminent demand collapse at 10x Fwd P/E / 0.6 PEG, but AI-era memory demand is structurally growing; expects repricing over coming quarters.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU The market is pricing in a disaster that hasn't arrived.\n\nMicron is trading at ~10x Forward P/E with a PEG of 0.6. At these levels, investors are being compensated as if a full-blown chip demand collapse is imminent. It isn't. That gap between fear and fundamentals is where opportunity lives.\n\nAnd the structural story keeps getting stronger.\nWe are entering the Era of Inference. Every AI query, every real-time model response, every agentic workflow, none of it runs without memory. You can't build and scale context without memory.\n\nIf Micron keeps delivering over the next few quarters, the market will eventually have to reprice the story.\n\nThe pessimism is the opportunity.\n\nI've spoken.", "reply_text": null, "parent_text": null, "quoted_text": "$MU AMA: The Best Two Questions (Related)\n\n\"How could Micron avoid the age old cycle of capacity expansion-over supply-ASP collapsing?\" @yizheng95 \n\n\"It seems natural that acceptable P/E ratios will expand. What are your thoughts on this?\" @melone3710 \n\nMy Refined Answer:\n\nMicron", "parent_author": null, "ret_m1d": -0.034208953175586476, "ret_signed_m1d": -0.034208953175586476, "alpha_spy_m1d": -0.03581855540793555, "alpha_c_m1d": -0.026759247502441297, "bench_spy_m1d": 0.0016096022323490722, "bench_c_m1d": -0.007449705673145179, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.038649573399176074, "ret_signed_p1d": 0.038649573399176074, "alpha_spy_p1d": 0.039904707947841844, "alpha_c_p1d": 0.029337383702770392, "bench_spy_p1d": -0.0012551345486657706, "bench_c_p1d": 0.009312189696405682, "ret_p1w": 0.1453201905152708, "ret_signed_p1w": 0.1453201905152708, "alpha_spy_p1w": 0.15475644282776013, "alpha_c_p1w": 0.1464527043064776, "bench_spy_p1w": -0.009436252312489346, "bench_c_p1w": -0.001132513791206824, "ret_p1m": 0.009404129688952878, "ret_signed_p1m": 0.009404129688952878, "alpha_spy_p1m": 0.008405513037144763, "alpha_c_p1m": -0.055000842803135885, "bench_spy_p1m": 0.0009986166518081152, "bench_c_p1m": 0.06440497249208876, "ret_p3m": 1.1442609308201024, "ret_signed_p3m": 1.1442609308201024, "alpha_spy_p3m": 1.052137298798514, "alpha_c_p3m": 0.7104652906871316, "bench_spy_p3m": 0.09212363202158835, "bench_c_p3m": 0.4337956401329708, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": 1.1442609308201024, "alpha_spy_stated": 1.052137298798514, "alpha_c_stated": 0.7104652906871316, "price_path": [-0.3591, -0.402, -0.4111, -0.4234, -0.4408, -0.3837, -0.3406, -0.3141, -0.3149, -0.2891, -0.2891, -0.2938, -0.2698, -0.2741, -0.292, -0.292, -0.2175, -0.2256, -0.148, -0.1577, -0.1888, -0.1439, -0.142, -0.1612, -0.1731, -0.1649, -0.1001, -0.1001, -0.0945, -0.0347, -0.0137, -0.0086, -0.0348, 0.0177, 0.0798, 0.0811, 0.0292, 0.0861, 0.0405, -0.0588, -0.0502, -0.0209, -0.0486, -0.0741, 0.0179, 0.0269, 0.0212, 0.0212, -0.0083, 0.0443, 0.0353, 0.0622, 0.0443, 0.037, 0.0642, 0.0309, 0.023, 0.0237, -0.0581, -0.0058, -0.015, -0.0814, -0.0342, 0.0, 0.0386, 0.0056, 0.0571, 0.096, 0.1453, 0.1454, 0.1021, 0.0491, 0.0031, -0.0188, -0.0521, -0.1182, -0.1138, -0.2014, -0.1616, -0.0871, -0.0911, -0.0911, -0.0625, -0.0629, 0.0094, 0.0461, 0.0438, 0.0586, 0.1557, 0.1323, 0.1347, 0.1294, 0.1129, 0.1153, 0.2098, 0.1955, 0.2327, 0.3018, 0.2515, 0.2867, 0.2835, 0.3456, 0.4306, 0.5888, 0.6543, 0.6048, 0.8534, 0.9738, 0.9025, 0.9944, 0.9259, 0.7984, 0.6914, 0.7341, 0.8166, 0.8913, 0.8638, 0.8638, 1.2234, 1.3041, 1.292, 1.4098, 1.5699, 1.6408, 1.6792, 1.4718, 1.1443, 1.3559, 1.3226, 1.2134, 1.4715, 1.4361, 1.7001, 1.5333, 1.5889, 1.8143, 1.8143, 2.0063, 1.6102, 1.6102, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2004061410293436613", "ticker_idx": 0, "ts": "2025-12-25T05:27:28+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "BLUE Candle Climb Initiated. Juggernaut Incoming 💰💴", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish MU; blue candle climb initiated, calling a juggernaut move higher.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "🟦 $MU BLUE Candle Climb Initiated. Juggernaut Incoming 💰💴\n\n250+ Daily BLUE Candle Alerts. Free Trial:\nhttps://t.co/ZQDP5HCFyq https://t.co/B9zpUwfSOC", "reply_text": null, "parent_text": null, "quoted_text": "🟦🟩 $MU We could be in for a climb\n\nBLUE Candle -> Upper Bollinger Band Re-test\n\nMarket has no idea what HBM means to the Memory Industry. DRAM demand will never be the same again.\n\n250+ Daily BLUE Candle Alerts. Free Trial: https://t.co/UOnxsgc8Ii https://t.co/PvDnUJdv7j", "parent_author": null, "ret_m1d": 0.006636413856977885, "ret_signed_m1d": 0.006636413856977885, "alpha_spy_m1d": 0.006534993906562647, "alpha_c_m1d": 0.011255590567992635, "bench_spy_m1d": 0.00010141995041523799, "bench_c_m1d": -0.00461917671101475, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.034056450056964005, "ret_signed_p1d": 0.034056450056964005, "alpha_spy_p1d": 0.03762010356445877, "alpha_c_p1d": 0.03856635538290132, "bench_spy_p1d": -0.0035636535074947684, "bench_c_p1d": -0.004509905325937313, "ret_p1w": 0.10800045000634362, "ret_signed_p1w": 0.10800045000634362, "alpha_spy_p1w": 0.11834368498454673, "alpha_c_p1w": 0.08766479500363267, "bench_spy_p1w": -0.010343234978203109, "bench_c_p1w": 0.02033565500271095, "ret_p1m": 0.3667867005322536, "ret_signed_p1m": 0.3667867005322536, "alpha_spy_p1m": 0.363281001282139, "alpha_c_p1m": 0.2766975317454996, "bench_spy_p1m": 0.003505699250114569, "bench_c_p1m": 0.09008916878675399, "ret_p3m": 0.34219732863965424, "ret_signed_p3m": 0.34219732863965424, "alpha_spy_p3m": 0.3881132779001686, "alpha_c_p3m": 0.2515615526877002, "bench_spy_p3m": -0.045915949260514344, "bench_c_p3m": 0.09063577595195405, "ret_p6m": 3.2570964745606457, "ret_signed_p6m": 3.2570964745606457, "alpha_spy_p6m": 3.173024224445715, "alpha_c_p6m": 2.428774165681303, "bench_spy_p6m": 0.08407225011493069, "bench_c_p6m": 0.8283223088793428, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.3667867005322536, "alpha_spy_stated": 0.363281001282139, "alpha_c_stated": 0.2766975317454996, "price_path": [-0.4128, -0.3608, -0.3552, -0.3405, -0.3295, -0.348, -0.3099, -0.3247, -0.3623, -0.3231, -0.3432, -0.326, -0.2888, -0.2894, -0.274, -0.2897, -0.3031, -0.2742, -0.2309, -0.2271, -0.2208, -0.2042, -0.2134, -0.2143, -0.1759, -0.2344, -0.1661, -0.1631, -0.1646, -0.1106, -0.1534, -0.1401, -0.168, -0.1333, -0.1504, -0.1977, -0.2067, -0.2929, -0.2718, -0.2137, -0.2116, -0.1915, -0.1915, -0.1696, -0.1557, -0.1591, -0.1778, -0.2042, -0.167, -0.133, -0.1137, -0.074, -0.0925, -0.1533, -0.1661, -0.1836, -0.2081, -0.1273, -0.0663, -0.0288, -0.0299, 0.0066, 0.0066, 0.0, 0.0341, 0.0279, 0.0026, 0.0026, 0.108, 0.0965, 0.2064, 0.1928, 0.1487, 0.2122, 0.215, 0.1878, 0.171, 0.1825, 0.2743, 0.2743, 0.2822, 0.3669, 0.3966, 0.4039, 0.3668, 0.4411, 0.529, 0.5308, 0.4574, 0.5379, 0.4734, 0.3327, 0.345, 0.3865, 0.3472, 0.3111, 0.4414, 0.4542, 0.4461, 0.4461, 0.4043, 0.4787, 0.4661, 0.5041, 0.4788, 0.4684, 0.507, 0.4598, 0.4486, 0.4496, 0.3337, 0.4078, 0.3947, 0.3008, 0.3676, 0.416, 0.4708, 0.4239, 0.4969, 0.5519, 0.6218, 0.622, 0.5606, 0.4856, 0.4204, 0.3894, 0.3422, 0.2487, 0.2548, 0.1309, 0.1873, 0.2927, 0.2871, 0.2871, 0.3275, 0.3269, 0.4294, 0.4813, 0.4781, 0.499, 0.6364, 0.6033, 0.6068, 0.5992, 0.5759, 0.5792, 0.7131, 0.6929, 0.7456, 0.8434, 0.7722, 0.822, 0.8174, 0.9055, 1.0258, 1.2498, 1.3426, 1.2724, 1.6245, 1.795, 1.694, 1.8242, 1.7271, 1.5466, 1.3951, 1.4555, 1.5724, 1.6782, 1.6392, 1.6392, 2.1483, 2.2627, 2.2455, 2.4123, 2.639, 2.7395, 2.7939, 2.5002, 2.0364, 2.336, 2.289, 2.1343, 2.4997, 2.4496, 2.8235, 2.5872, 2.666, 2.9851, 2.9851, 3.2571]}
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{"unit_id": "orig:1995951861644640309", "ticker_idx": 3, "ts": "2025-12-02T20:23:01+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Buy the chips. Own the ontology. $PLTR", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Buy NVDA, TSM, MU, PLTR as ultra-efficient low-power chips solve the AI power bottleneck that energy alone cannot.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "original", "lang": "en", "tweet_text": "The slowly scaling energy sector alone can't fix the power bottleneck in the AI revolution.\n\nUltra-efficient, low-power chips will.\n\nBuy the chips.\nOwn the ontology.\n\n$NVDA $TSM $MU $PLTR", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.01874741872676855, "ret_signed_m1d": -0.01874741872676855, "alpha_spy_m1d": -0.01689865657299039, "alpha_c_m1d": -0.01689865657299039, "bench_spy_m1d": -0.0018487621537781607, "bench_c_m1d": -0.0018487621537781607, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.031577709956965405, "ret_signed_p1d": 0.031577709956965405, "alpha_spy_p1d": 0.02811487026588222, "alpha_c_p1d": 0.02811487026588222, "bench_spy_p1d": 0.003462839691083186, "bench_c_p1d": 0.003462839691083186, "ret_p1w": 0.06532306366514873, "ret_signed_p1w": 0.06532306366514873, "alpha_spy_p1w": 0.06310742055841567, "alpha_c_p1w": 0.06310742055841567, "bench_spy_p1w": 0.002215643106733056, "bench_c_p1w": 0.002215643106733056, "ret_p1m": 0.04136151770820473, "ret_signed_p1m": 0.04136151770820473, "alpha_spy_p1m": 0.03783267014692471, "alpha_c_p1m": 0.03783267014692471, "bench_spy_p1m": 0.003528847561280024, "bench_c_p1m": 0.003528847561280024, "ret_p3m": -0.1962622269661033, "ret_signed_p3m": -0.1962622269661033, "alpha_spy_p3m": -0.20578054378889077, "alpha_c_p3m": -0.20578054378889077, "bench_spy_p3m": 0.009518316822787476, "bench_c_p3m": 0.009518316822787476, "ret_p6m": -0.22368039948723173, "ret_signed_p6m": -0.22368039948723173, "alpha_spy_p6m": -0.3310903743690249, "alpha_c_p6m": -0.3310903743690249, "bench_spy_p6m": 0.10740997488179316, "bench_c_p6m": 0.10740997488179316, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.04136151770820473, "alpha_spy_stated": 0.03783267014692471, "alpha_c_stated": 0.03783267014692471, "price_path": [-0.0852, -0.103, -0.0855, -0.0488, -0.0231, -0.0371, 0.0043, 0.003, -0.0025, -0.0138, 0.0368, 0.0685, 0.0506, 0.0695, 0.052, 0.0494, 0.0403, 0.0479, 0.0687, 0.0835, 0.0958, 0.0139, 0.0518, 0.0673, 0.0754, 0.0866, 0.0278, 0.0382, 0.053, 0.0523, 0.0435, 0.0437, 0.0639, 0.0634, 0.0281, 0.0574, 0.0817, 0.1083, 0.1108, 0.1647, 0.1398, 0.1745, 0.2138, 0.1175, 0.1008, 0.0255, 0.0424, 0.1343, 0.1188, 0.079, 0.0085, 0.0195, 0.0033, -0.0197, -0.0309, -0.0876, -0.0928, -0.0494, -0.0418, -0.0288, -0.0288, -0.0131, -0.0187, 0.0, 0.0316, 0.0424, 0.0649, 0.0633, 0.0653, 0.1009, 0.0987, 0.0755, 0.0736, 0.0999, 0.0387, 0.0879, 0.1329, 0.1364, 0.1373, 0.1376, 0.1376, 0.1056, 0.079, 0.0595, 0.0414, 0.0414, -0.0166, 0.0196, 0.0528, 0.0644, 0.0361, 0.0398, 0.0511, 0.0485, 0.0452, 0.0374, 0.0016, 0.0016, -0.0127, -0.0314, -0.0281, -0.0064, -0.0189, -0.0292, -0.0782, -0.1103, -0.1412, -0.1343, -0.075, -0.1825, -0.2383, -0.2038, -0.1628, -0.1827, -0.2051, -0.2435, -0.2301, -0.2301, -0.2207, -0.2069, -0.2097, -0.2077, -0.2349, -0.2452, -0.2138, -0.2036, -0.1963, -0.1495, -0.1375, -0.1025, -0.1056, -0.0793, -0.0835, -0.1145, -0.1118, -0.1007, -0.1156, -0.1053, -0.0915, -0.105, -0.0879, -0.1172, -0.0577, -0.0932, -0.0922, -0.1355, -0.1619, -0.1942, -0.143, -0.1418, -0.1302, -0.1302, -0.1333, -0.1208, -0.1753, -0.2355, -0.2498, -0.2245, -0.205, -0.1672, -0.1636, -0.1424, -0.1453, -0.1448, -0.1059, -0.1706, -0.1617, -0.1616, -0.1729, -0.1917, -0.185, -0.156, -0.1445, -0.2038, -0.2162, -0.1971, -0.1927, -0.198, -0.2032, -0.2381, -0.2165, -0.215, -0.2083, -0.2076, -0.1965, -0.1949, -0.1981, -0.1981, -0.1997, -0.2237]}
{"unit_id": "reply:2020364813596258442", "ticker_idx": 0, "ts": "2026-02-08T05:11:22+00:00", "symbol": "TSM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "this is why I am bullish. A lot of people are yet to buy TSMC because of this fear", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish TSMC; China invasion fears are imaginary and represent unspent buying power yet to enter the stock.", "resolved_tickers": ["TSM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@windcloud5 Personally I think those are imaginary fears. Then again, this is why I am bullish. A lot of people are yet to buy TSMC because of this fear. It's already called Chinese Taipei for a reason.", "reply_text": null, "parent_text": "@TradexWhisperer I always say if there is no tail risk of China invading Taiwan.  TSM would be my #1 position.  No boom and bust like MU.  It is a Monopoly,  controlled revenue ramp.  TSM and Chill.", "quoted_text": null, "parent_author": "windcloud5", "ret_m1d": -0.018457448190379977, "ret_signed_m1d": -0.018457448190379977, "alpha_spy_m1d": -0.013658858959698095, "alpha_c_m1d": -0.006161862121164874, "bench_spy_m1d": -0.004798589230681882, "bench_c_m1d": -0.012295586069215103, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.01828879952792195, "ret_signed_p1d": 0.01828879952792195, "alpha_spy_p1d": 0.020925857298621398, "alpha_c_p1d": 0.022936492038008405, "bench_spy_p1d": -0.002637057770699447, "bench_c_p1d": -0.004647692510086454, "ret_p1w": 0.030809538609539278, "ret_signed_p1w": 0.030809538609539278, "alpha_spy_p1w": 0.04839004164174898, "alpha_c_p1w": 0.028178265179614748, "bench_spy_p1w": -0.017580503032209704, "bench_c_p1w": 0.00263127342992453, "ret_p1m": -0.023409539110134103, "ret_signed_p1m": -0.023409539110134103, "alpha_spy_p1m": 0.0007564462753455459, "alpha_c_p1m": -0.0004905486660048419, "bench_spy_p1m": -0.02416598538547965, "bench_c_p1m": -0.02291899044412926, "ret_p3m": 0.16855743337104778, "ret_signed_p3m": 0.16855743337104778, "alpha_spy_p3m": 0.11145245311272856, "alpha_c_p3m": -0.1596117137885209, "bench_spy_p3m": 0.05710498025831923, "bench_c_p3m": 0.3281691471595687, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.023409539110134103, "alpha_spy_stated": 0.0007564462753455459, "alpha_c_stated": -0.0004905486660048419, "price_path": [-0.1845, -0.2081, -0.2008, -0.2087, -0.2202, -0.2076, -0.2213, -0.2282, -0.2013, -0.2012, -0.1864, -0.1864, -0.182, -0.1927, -0.1804, -0.1709, -0.178, -0.173, -0.1529, -0.1486, -0.1297, -0.1423, -0.1783, -0.1904, -0.1928, -0.2207, -0.199, -0.187, -0.1748, -0.1645, -0.1593, -0.1593, -0.1479, -0.1533, -0.1571, -0.145, -0.145, -0.1007, -0.0933, -0.0787, -0.1033, -0.1052, -0.0894, -0.0665, -0.0681, -0.0796, -0.0387, -0.0366, -0.0366, -0.0795, -0.0824, -0.0789, -0.0578, -0.0639, -0.048, -0.0369, -0.0446, -0.0699, -0.0395, -0.0553, -0.0835, -0.0694, -0.0185, 0.0, 0.0183, 0.0526, 0.0357, 0.0308, 0.0308, 0.0247, 0.0193, 0.014, 0.0426, 0.0412, 0.0854, 0.0909, 0.0602, 0.0539, 0.0385, -0.0064, 0.0057, -0.0044, -0.0465, -0.0189, -0.0234, -0.0024, -0.0526, -0.0481, -0.0427, -0.0238, -0.0419, -0.0441, -0.071, -0.045, -0.0315, -0.0188, -0.0799, -0.0781, -0.107, -0.0464, -0.0365, -0.0434, -0.0434, -0.0357, -0.0257, 0.0324, 0.0313, 0.0457, 0.0428, 0.0719, 0.0584, 0.0252, 0.0454, 0.0334, 0.0386, 0.0932, 0.0797, 0.1356, 0.1427, 0.107, 0.1112, 0.1175, 0.1221, 0.1332, 0.1129, 0.1837, 0.1686, 0.1616, 0.1414, 0.121, 0.1281, 0.1786, 0.1409, 0.1172, 0.1078, 0.1332, 0.1488, 0.1414, 0.1414, 0.1634, 0.1928, 0.1988, 0.1807, 0.2292, 0.2604, 0.2322, 0.2554, 0.1714, 0.2043, 0.2074, 0.1533, 0.1909, 0.199, 0.2484, 0.2043, 0.2222, 0.307, 0.307, 0.3227, 0.2342, 0.2342, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2021075183503802854", "ticker_idx": 0, "ts": "2026-02-10T04:14:08+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Memory is the bedrock of intelligence. Persistent, long-context memory isn't a nice-to-have", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish MU and SNDK as foundational memory plays for AI's scaling memory requirements.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU $SNDK Memory is the bedrock of intelligence.\n\nPersistent, long-context memory isn’t a nice-to-have, it’s what separates forgetful chatbots from truly learning, evolving companions.\n\nMemory. Memory. Memory.", "reply_text": null, "parent_text": null, "quoted_text": "AI thesis is dead simple: mimic the human brain\n\nAI Thinking = GPU\nAI Knowledge = HBM/DRAM/NAND\n\nVast context & memory are non-negotiable. Without them, reasoning decays sharply. As LLMs converge, the race is on for massive memory scaling + infinite-context\n\n$MU $SNDK", "parent_author": null, "ret_m1d": 0.027461490390592758, "ret_signed_m1d": 0.027461490390592758, "alpha_spy_m1d": 0.024817460159426208, "alpha_c_m1d": 0.02279209597103593, "bench_spy_m1d": 0.0026440302311665498, "bench_c_m1d": 0.004669394419556827, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.09937041532793689, "ret_signed_p1d": 0.09937041532793689, "alpha_spy_p1d": 0.09960153747160139, "alpha_c_p1d": 0.07461503245433265, "bench_spy_p1d": -0.00023112214366449724, "bench_c_p1d": 0.024755382873604237, "ret_p1w": 0.07107836721873584, "ret_signed_p1w": 0.07107836721873584, "alpha_spy_p1w": 0.08447201512759905, "alpha_c_p1w": 0.06428421776313042, "bench_spy_p1w": -0.013393647908863215, "bench_c_p1w": 0.006794149455605414, "ret_p1m": 0.12174148829661235, "ret_signed_p1m": 0.12174148829661235, "alpha_spy_p1m": 0.14455538044847738, "alpha_c_p1m": 0.13095685270103552, "bench_spy_p1m": -0.022813892151865023, "bench_c_p1m": -0.009215364404423165, "ret_p3m": 1.0016710945628486, "ret_signed_p3m": 1.0016710945628486, "alpha_spy_p3m": 0.933020459575371, "alpha_c_p3m": 0.6019775370016733, "bench_spy_p3m": 0.06865063498747759, "bench_c_p3m": 0.3996935575611753, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.12174148829661235, "alpha_spy_stated": 0.14455538044847738, "alpha_c_stated": 0.13095685270103552, "price_path": [-0.3654, -0.339, -0.352, -0.3881, -0.395, -0.4607, -0.4446, -0.4003, -0.3987, -0.3833, -0.3833, -0.3667, -0.356, -0.3586, -0.3729, -0.393, -0.3647, -0.3387, -0.324, -0.2938, -0.3078, -0.3542, -0.364, -0.3773, -0.396, -0.3344, -0.2878, -0.2593, -0.2601, -0.2322, -0.2322, -0.2373, -0.2113, -0.216, -0.2353, -0.2353, -0.1549, -0.1637, -0.0799, -0.0903, -0.1239, -0.0754, -0.0734, -0.0941, -0.1069, -0.0981, -0.0281, -0.0281, -0.0221, 0.0425, 0.0652, 0.0707, 0.0424, 0.0991, 0.1662, 0.1676, 0.1115, 0.1729, 0.1238, 0.0165, 0.0258, 0.0574, 0.0275, 0.0, 0.0994, 0.1091, 0.1029, 0.1029, 0.0711, 0.1278, 0.1182, 0.1471, 0.1279, 0.1199, 0.1494, 0.1134, 0.1048, 0.1056, 0.0172, 0.0737, 0.0638, -0.0079, 0.0431, 0.08, 0.1217, 0.086, 0.1417, 0.1837, 0.2369, 0.2371, 0.1903, 0.133, 0.0833, 0.0597, 0.0237, -0.0477, -0.0429, -0.1375, -0.0945, -0.0141, -0.0184, -0.0184, 0.0125, 0.012, 0.0902, 0.1298, 0.1273, 0.1433, 0.2481, 0.2228, 0.2255, 0.2197, 0.2019, 0.2045, 0.3066, 0.2912, 0.3314, 0.406, 0.3516, 0.3896, 0.3861, 0.4533, 0.5451, 0.7159, 0.7867, 0.7332, 1.0017, 1.1317, 1.0547, 1.154, 1.0799, 0.9423, 0.8267, 0.8728, 0.9619, 1.0427, 1.0129, 1.0129, 1.4012, 1.4884, 1.4753, 1.6026, 1.7754, 1.8521, 1.8936, 1.6696, 1.3158, 1.5444, 1.5085, 1.3905, 1.6692, 1.631, 1.9161, 1.7359, 1.7961, 2.0394, 2.0394, 2.2469, 1.8191, 1.8191, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2021075183503802854", "ticker_idx": 1, "ts": "2026-02-10T04:14:08+00:00", "symbol": "SNDK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU $SNDK Memory is the bedrock of intelligence.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish MU and SNDK as foundational memory plays for AI's scaling memory requirements.", "resolved_tickers": ["SNDK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU $SNDK Memory is the bedrock of intelligence.\n\nPersistent, long-context memory isn’t a nice-to-have, it’s what separates forgetful chatbots from truly learning, evolving companions.\n\nMemory. Memory. Memory.", "reply_text": null, "parent_text": null, "quoted_text": "AI thesis is dead simple: mimic the human brain\n\nAI Thinking = GPU\nAI Knowledge = HBM/DRAM/NAND\n\nVast context & memory are non-negotiable. Without them, reasoning decays sharply. As LLMs converge, the race is on for massive memory scaling + infinite-context\n\n$MU $SNDK", "parent_author": null, "ret_m1d": 0.07709919621195294, "ret_signed_m1d": 0.07709919621195294, "alpha_spy_m1d": 0.07445516598078639, "alpha_c_m1d": 0.07148716613805584, "bench_spy_m1d": 0.0026440302311665498, "bench_c_m1d": 0.005612030073897101, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.10652834105043474, "ret_signed_p1d": 0.10652834105043474, "alpha_spy_p1d": 0.10675946319409924, "alpha_c_p1d": 0.10358202794420213, "bench_spy_p1d": -0.00023112214366449724, "bench_c_p1d": 0.002946313106232612, "ret_p1w": 0.09037370002805867, "ret_signed_p1w": 0.09037370002805867, "alpha_spy_p1w": 0.10376734793692188, "alpha_c_p1w": 0.11191017795528269, "bench_spy_p1w": -0.013393647908863215, "bench_c_p1w": -0.021536477927224018, "ret_p1m": 0.2100841425115194, "ret_signed_p1m": 0.2100841425115194, "alpha_spy_p1m": 0.23289803466338443, "alpha_c_p1m": 0.22495627436831256, "bench_spy_p1m": -0.022813892151865023, "bench_c_p1m": -0.014872131856793147, "ret_p3m": 1.8844618631701002, "ret_signed_p3m": 1.8844618631701002, "alpha_spy_p3m": 1.8158112281826226, "alpha_c_p3m": 1.6516436821713196, "bench_spy_p3m": 0.06865063498747759, "bench_c_p3m": 0.2328181809987806, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.2100841425115194, "alpha_spy_stated": 0.23289803466338443, "alpha_c_stated": 0.22495627436831256, "price_path": [-0.5503, -0.5308, -0.5091, -0.5478, -0.5459, -0.6382, -0.6303, -0.581, -0.5929, -0.603, -0.603, -0.5878, -0.612, -0.6209, -0.6411, -0.6062, -0.5782, -0.5837, -0.5948, -0.5701, -0.5539, -0.6193, -0.6273, -0.6136, -0.6181, -0.5948, -0.5613, -0.555, -0.5479, -0.5383, -0.5383, -0.5383, -0.5491, -0.5565, -0.5617, -0.5617, -0.4918, -0.494, -0.3545, -0.3472, -0.3824, -0.3032, -0.2813, -0.2803, -0.284, -0.2444, -0.2364, -0.2364, -0.1634, -0.0745, -0.0705, -0.1252, -0.1308, -0.1112, -0.0259, -0.0043, 0.0639, 0.2282, 0.2841, 0.0792, 0.0638, 0.104, 0.0771, 0.0, 0.1065, 0.1637, 0.1568, 0.1568, 0.0904, 0.1085, 0.1467, 0.2, 0.2305, 0.1789, 0.1675, 0.2036, 0.173, 0.143, 0.0439, 0.106, 0.0442, -0.0264, 0.0869, 0.1426, 0.2101, 0.1425, 0.2215, 0.2991, 0.3296, 0.3915, 0.4255, 0.3103, 0.297, 0.2969, 0.2515, 0.1136, 0.137, 0.057, 0.173, 0.2789, 0.2953, 0.2953, 0.3378, 0.3123, 0.4417, 0.5722, 0.5726, 0.7585, 0.7437, 0.6463, 0.6976, 0.7004, 0.6857, 0.6681, 0.8076, 0.7215, 0.8276, 0.9759, 0.8506, 0.9648, 1.0244, 1.1915, 1.3186, 1.5964, 1.6032, 1.4739, 1.8845, 1.8572, 1.6808, 1.6719, 1.5528, 1.5988, 1.4611, 1.5539, 1.571, 1.8474, 1.73, 1.73, 1.9347, 1.9354, 2.0309, 2.1293, 2.252, 2.1688, 2.3814, 2.2488, 1.8789, 2.0315, 2.0399, 2.0338, 2.4737, 2.6557, 2.8916, 2.6769, 2.6164, 3.0336, 3.0336, 3.1979, 2.6253, 2.6253, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2001538657510133958", "ticker_idx": 0, "ts": "2025-12-18T06:22:57+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "This cements Micron's leadership in low-power server DRAM, delivering massive energy savings, higher capacities, and better performance amid exploding AI demand.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long MU: LPDDR5X SOCAMM leadership cements Micron as the dominant low-power server DRAM supplier for AI data centers.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU In the race for AI dominance, ultra-efficient low-power DRAM will be the ultimate winner for power-hungry data centers.\n\nMicron pioneered this revolution through a five-year collaboration with $NVDA, developing LPDDR5X-based SOCAMM and the advanced SOCAMM2 modules.\n\n2/3 lower power vs. equivalent DDR5\n1/3 the physical size for denser, more efficient racks\nCan cut real-time AI inference time-to-first-token by > 80%\n\nThis cements Micron's leadership in low-power server DRAM, delivering massive energy savings, higher capacities, and better performance amid exploding AI demand.", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. 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{"unit_id": "quote:1986290754415915294", "ticker_idx": 0, "ts": "2025-11-06T04:33:14+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU Data centers need HBM, DRAM and NAND. All three. BTFD.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Buy the dip on MU; data centers need HBM/DRAM/NAND, all surging, with low PE and 50% sequential HBM growth.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "🟦 $MU Data centers need HBM, DRAM and NAND. All three. BTFD.\n\nSeven (D) BLUE candles and one (W) BLUE candle = 230% gains delivered 💰💵\n\n250+ Daily BLUE Candle Alerts. Free Trial:\nhttps://t.co/ZQDP5HCFyq https://t.co/8U82lRR76N", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": -0.003482561019627184, "ret_signed_m1d": -0.003482561019627184, "alpha_spy_m1d": -0.014328199885155657, "alpha_c_m1d": -0.027436528080437395, "bench_spy_m1d": 0.010845638865528473, "bench_c_m1d": 0.02395396706081021, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0017202633982323912, "ret_signed_p1d": -0.0017202633982323912, "alpha_spy_p1d": -0.0027047365770075382, "alpha_c_p1d": 0.006739099199402854, "bench_spy_p1d": 0.000984473178775147, "bench_c_p1d": -0.008459362597635245, "ret_p1w": -0.005790278317177822, "ret_signed_p1w": -0.005790278317177822, "alpha_spy_p1w": -0.008371134936458469, "alpha_c_p1w": 0.012068385743701615, "bench_spy_p1w": 0.002580856619280647, "bench_c_p1w": -0.017858664060879437, "ret_p1m": -0.004657340665144116, "ret_signed_p1m": -0.004657340665144116, "alpha_spy_p1m": -0.027601817956984465, "alpha_c_p1m": -0.04262485452946041, "bench_spy_p1m": 0.02294447729184035, "bench_c_p1m": 0.037967513864316293, "ret_p3m": 0.7606238135023535, "ret_signed_p3m": 0.7606238135023535, "alpha_spy_p3m": 0.7289109789026613, "alpha_c_p3m": 0.6243983342011066, "bench_spy_p3m": 0.03171283459969221, "bench_c_p3m": 0.13622547930124695, "ret_p6m": 1.276914157465967, "ret_signed_p6m": 1.276914157465967, "alpha_spy_p6m": 1.1956930545034583, "alpha_c_p6m": 0.820289502346365, "bench_spy_p6m": 0.08122110296250873, "bench_c_p6m": 0.45662465511960204, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.004657340665144116, "alpha_spy_stated": -0.027601817956984465, "alpha_c_stated": -0.04262485452946041, "price_path": [-0.4812, -0.4643, -0.4789, -0.4746, -0.4932, -0.4819, -0.4882, -0.5085, -0.5145, -0.5065, -0.5118, -0.5115, -0.5062, -0.4884, -0.501, -0.501, -0.5032, -0.5022, -0.4792, -0.4491, -0.4488, -0.4329, -0.4129, -0.3686, -0.3407, -0.3384, -0.334, -0.3291, -0.2918, -0.3176, -0.3097, -0.3022, -0.3219, -0.3424, -0.3405, -0.3127, -0.2984, -0.2362, -0.2295, -0.2119, -0.1988, -0.2209, -0.1753, -0.193, -0.238, -0.1912, -0.2151, -0.1946, -0.1502, -0.1508, -0.1324, -0.1512, -0.1672, -0.1327, -0.081, -0.0765, -0.0689, -0.0491, -0.0601, -0.0611, -0.0152, -0.0852, -0.0035, 0.0, -0.0017, 0.0628, 0.0117, 0.0276, -0.0058, 0.0357, 0.0152, -0.0412, -0.0521, -0.1551, -0.1299, -0.0604, -0.0579, -0.0339, -0.0339, -0.0078, 0.0089, 0.0049, -0.0175, -0.049, -0.0047, 0.036, 0.0591, 0.1065, 0.0845, 0.0118, -0.0035, -0.0244, -0.0537, 0.0429, 0.1158, 0.1605, 0.1592, 0.2029, 0.2029, 0.1949, 0.2356, 0.2283, 0.198, 0.198, 0.324, 0.3103, 0.4416, 0.4253, 0.3727, 0.4485, 0.4518, 0.4193, 0.3993, 0.413, 0.5227, 0.5227, 0.5321, 0.6333, 0.6689, 0.6776, 0.6332, 0.722, 0.8271, 0.8293, 0.7415, 0.8377, 0.7606, 0.5926, 0.6072, 0.6567, 0.6098, 0.5667, 0.7224, 0.7377, 0.728, 0.728, 0.6781, 0.767, 0.7519, 0.7973, 0.767, 0.7546, 0.8008, 0.7443, 0.7309, 0.7322, 0.5937, 0.6823, 0.6666, 0.5544, 0.6342, 0.6921, 0.7575, 0.7015, 0.7887, 0.8545, 0.938, 0.9381, 0.8648, 0.7751, 0.6973, 0.6603, 0.6038, 0.4921, 0.4995, 0.3513, 0.4187, 0.5447, 0.538, 0.538, 0.5863, 0.5856, 0.708, 0.7701, 0.7662, 0.7913, 0.9555, 0.9159, 0.9201, 0.911, 0.8831, 0.8871, 1.0471, 1.0229, 1.0859, 1.2028, 1.1177, 1.1772, 1.1717, 1.2769]}
{"unit_id": "reply:2015850037281227021", "ticker_idx": 0, "ts": "2026-01-26T18:11:16+00:00", "symbol": "DRAM", "kind": "sector", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "When consumer market wakes up again with the steady rate cuts, they have no choice but increase the price again. Consumers will compete with the Hyperscalers for every last of DRAM.", "tweet_type": "prediction", "timeline": "months", "summary": "Bullish DRAM pricing: consumer demand revival via rate cuts will force price hikes as consumers compete with hyperscalers for supply.", "resolved_tickers": ["MU", "000660.KS", "005930.KS"], "resolution_method": "basket", "resolution_reason": "DRAM sector basket: Micron, SK Hynix, Samsung", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@GVDInvestor When consumer market wakes up again with the steady rate cuts, they have no choice but increase the price again. Consumers will compete with the Hyperscalers for every last of DRAM.", "reply_text": null, "parent_text": "@TradexWhisperer Easy $500 stock. Possibly $1000. Assuming they do not increase the price of HBM. If they do 😂 it will be unreal", "quoted_text": null, "parent_author": "GVDInvestor", "ret_m1d": -0.03308491201262446, "ret_signed_m1d": -0.03308491201262446, "alpha_spy_m1d": -0.0280323383905983, "alpha_c_m1d": -0.03626927836924868, "bench_spy_m1d": -0.0050525736220261575, "bench_c_m1d": 0.003184366356624224, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.041263141461515516, "ret_signed_p1d": 0.041263141461515516, "alpha_spy_p1d": 0.03727897608304461, "alpha_c_p1d": 0.020125805016586083, "bench_spy_p1d": 0.003984165378470905, "bench_c_p1d": 0.021137336444929433, "ret_p1w": 0.10303210588482137, "ret_signed_p1w": 0.10303210588482137, "alpha_spy_p1w": 0.09916344410024824, "alpha_c_p1w": 0.0800894407014121, "bench_spy_p1w": 0.003868661784573124, "bench_c_p1w": 0.02294266518340926, "ret_p1m": 0.20756312443208103, "ret_signed_p1m": 0.20756312443208103, "alpha_spy_p1m": 0.21532958962882864, "alpha_c_p1m": 0.15656268321962363, "bench_spy_p1m": -0.007766465196747618, "bench_c_p1m": 0.05100044121245739, "ret_p3m": 0.3826437129521277, "ret_signed_p3m": 0.3826437129521277, "alpha_spy_p3m": 0.35715789810438864, "alpha_c_p3m": 0.17445456182010327, "bench_spy_p3m": 0.02548581484773904, "bench_c_p3m": 0.2081891511320244, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.20756312443208103, "alpha_spy_stated": 0.21532958962882864, "alpha_c_stated": 0.15656268321962363, "price_path": [-0.3529, -0.3518, -0.3192, -0.3369, -0.363, -0.3434, -0.3508, -0.3347, -0.3101, -0.3222, -0.3217, -0.3618, -0.3271, -0.3521, -0.3696, -0.3596, -0.4135, -0.4048, -0.3856, -0.3757, -0.3609, -0.373, -0.3637, -0.3465, -0.3476, -0.3551, -0.3538, -0.3287, -0.3273, -0.3146, -0.3156, -0.3143, -0.3447, -0.362, -0.3469, -0.3531, -0.3382, -0.3008, -0.2879, -0.2874, -0.2784, -0.2616, -0.2397, -0.226, -0.2275, -0.2337, -0.2049, -0.1512, -0.1398, -0.1019, -0.104, -0.1194, -0.1022, -0.1086, -0.1079, -0.1016, -0.0854, -0.0589, -0.0762, -0.0665, -0.0338, -0.0219, -0.0331, 0.0, 0.0413, 0.0675, 0.0875, 0.0156, 0.103, 0.0877, 0.0088, 0.0091, 0.0555, 0.04, 0.0288, 0.0948, 0.1, 0.098, 0.098, 0.0878, 0.1302, 0.1502, 0.1664, 0.1974, 0.2076, 0.2819, 0.2514, 0.2486, 0.1532, 0.0395, 0.1366, 0.1192, 0.0288, 0.1178, 0.1411, 0.1396, 0.1106, 0.166, 0.1886, 0.2721, 0.2374, 0.2177, 0.1411, 0.1544, 0.1492, 0.0932, 0.0704, 0.0397, -0.0372, 0.0612, 0.0353, 0.0695, 0.0881, 0.1176, 0.1956, 0.1924, 0.2214, 0.2155, 0.2585, 0.3152, 0.3286, 0.3151, 0.326, 0.3539, 0.3512, 0.3993, 0.3826, 0.4352, 0.4572, 0.4452, 0.4429, 0.4418, 0.5556, 0.585, 0.7741, 0.8303, 0.8203, 1.0227, 1.0319, 1.0766, 1.131, 0.9909, 0.9776, 0.8895, 0.9053, 1.0644, 1.076, 1.0664, 1.1264, 1.347, 1.3786, 1.4294, 1.5496, 1.6278, 1.6523, 1.6208, 1.4069, 1.1572, 1.4127, 1.2907, 1.2677, 1.4265, 1.5023, 1.6453, 1.653, 1.7742, 1.8672, 1.9309, 1.7541, 1.6917, 1.7043, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2020946568065712315", "ticker_idx": 0, "ts": "2026-02-09T19:43:03+00:00", "symbol": "AMAT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$AMAT is bullish", "tweet_type": "prediction", "timeline": "unspecified", "summary": "AMAT is bullish.", "resolved_tickers": ["AMAT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductor Equipment & Materials'", "bench_c_industry": "Semiconductor Equipment & Materials", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@GVDInvestor $AMAT is bullish", "reply_text": null, "parent_text": "@TradexWhisperer This is where players like $AMAT do so well. I’m super long on $MU though", "quoted_text": null, "parent_author": "GVDInvestor", "ret_m1d": -0.024382072583062575, "ret_signed_m1d": -0.024382072583062575, "alpha_spy_m1d": -0.019583483352380693, "alpha_c_m1d": -0.012086486513847472, "bench_spy_m1d": -0.004798589230681882, "bench_c_m1d": -0.012295586069215103, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.004537632969628613, "ret_signed_p1d": -0.004537632969628613, "alpha_spy_p1d": -0.0019005751989291664, "alpha_c_p1d": 0.00011005954045784083, "bench_spy_p1d": -0.002637057770699447, "bench_c_p1d": -0.004647692510086454, "ret_p1w": 0.07363033682045295, "ret_signed_p1w": 0.07363033682045295, "alpha_spy_p1w": 0.09121083985266265, "alpha_c_p1w": 0.07099906339052842, "bench_spy_p1w": -0.017580503032209704, "bench_c_p1w": 0.00263127342992453, "ret_p1m": 0.04761886252286285, "ret_signed_p1m": 0.04761886252286285, "alpha_spy_p1m": 0.0717848479083425, "alpha_c_p1m": 0.07053785296699211, "bench_spy_p1m": -0.02416598538547965, "bench_c_p1m": -0.02291899044412926, "ret_p3m": 0.24376723303322767, "ret_signed_p3m": 0.24376723303322767, "alpha_spy_p3m": 0.18666225277490844, "alpha_c_p3m": -0.08440191412634102, "bench_spy_p3m": 0.05710498025831923, "bench_c_p3m": 0.3281691471595687, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.04761886252286285, "alpha_spy_stated": 0.0717848479083425, "alpha_c_stated": 0.07053785296699211, "price_path": [-0.3034, -0.326, -0.3176, -0.3095, -0.3203, -0.2901, -0.3338, -0.3224, -0.3015, -0.2665, -0.2438, -0.2438, -0.2369, -0.2294, -0.1974, -0.1874, -0.1849, -0.1893, -0.1888, -0.1919, -0.1676, -0.1829, -0.2159, -0.2096, -0.217, -0.249, -0.2331, -0.2243, -0.2165, -0.2128, -0.2111, -0.2111, -0.2077, -0.2043, -0.2136, -0.2226, -0.2226, -0.1866, -0.1399, -0.1045, -0.1161, -0.148, -0.0889, -0.0706, -0.0777, -0.0868, -0.0348, -0.0108, -0.0108, -0.0373, -0.0161, -0.0356, -0.0248, -0.0336, 0.0065, 0.0187, 0.0326, -0.025, -0.0066, -0.036, -0.0997, -0.0804, -0.0244, 0.0, -0.0045, 0.0282, -0.0066, 0.0736, 0.0736, 0.0864, 0.1172, 0.1202, 0.137, 0.1314, 0.1447, 0.1962, 0.138, 0.1276, 0.1273, 0.0641, 0.0836, 0.0496, -0.0164, 0.0266, 0.0476, 0.0633, 0.0215, 0.0344, 0.0485, 0.0675, 0.0585, 0.0819, 0.0815, 0.0958, 0.1328, 0.1187, 0.0254, 0.0212, -0.0213, 0.0352, 0.0716, 0.0555, 0.0555, 0.068, 0.0732, 0.1683, 0.2049, 0.21, 0.1986, 0.1983, 0.1942, 0.1809, 0.2023, 0.1862, 0.1944, 0.2221, 0.2234, 0.2632, 0.2263, 0.1543, 0.1588, 0.1949, 0.1785, 0.1854, 0.2443, 0.2982, 0.2438, 0.3189, 0.3437, 0.306, 0.3224, 0.3344, 0.3225, 0.2526, 0.2325, 0.2929, 0.296, 0.3106, 0.3106, 0.3795, 0.3594, 0.3637, 0.3649, 0.3895, 0.4861, 0.5186, 0.5215, 0.3738, 0.4926, 0.5139, 0.5072, 0.6759, 0.7203, 0.7764, 0.7232, 0.7981, 0.8715, 0.8715, 0.9414, 0.7767, 0.7767, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2022937577746239936", "ticker_idx": 0, "ts": "2026-02-15T07:34:37+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$500 is inevitable in near term", "tweet_type": "prediction", "timeline": "weeks", "summary": "MU repricing to $500 is inevitable in the near term following earnings guide-up.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@MusashiCapital $500 is inevitable in near term.", "reply_text": null, "parent_text": "@TradexWhisperer $MU earnings. Obviously they guide up huge. How far does the repricing go? $500-$600 seems possible.", "quoted_text": null, "parent_author": "MusashiCapital", "ret_m1d": 0.029716392161894145, "ret_signed_m1d": 0.029716392161894145, "alpha_spy_m1d": 0.031327276047151575, "alpha_c_m1d": 0.029201088365555794, "bench_spy_m1d": -0.0016108838852574303, "bench_c_m1d": 0.0005153037963383511, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05295418149160458, "ret_signed_p1d": 0.05295418149160458, "alpha_spy_p1d": 0.047916473941027826, "alpha_c_p1d": 0.04058644105194653, "bench_spy_p1d": 0.005037707550576753, "bench_c_p1d": 0.012367740439658048, "ret_p1w": 0.045600095918206796, "ret_signed_p1w": 0.045600095918206796, "alpha_spy_p1w": 0.039010091880888, "alpha_c_p1w": 0.017011856077951748, "bench_spy_p1w": 0.006590004037318797, "bench_c_p1w": 0.028588239840255047, "ret_p1m": 0.1549602924588891, "ret_signed_p1m": 0.1549602924588891, "alpha_spy_p1m": 0.18632881231745624, "alpha_c_p1m": 0.1889226394104414, "bench_spy_p1m": -0.031368519858567145, "bench_c_p1m": -0.033962346951552314, "ret_p3m": 0.8134083878028087, "ret_signed_p3m": 0.8134083878028087, "alpha_spy_p3m": 0.7279742124972712, "alpha_c_p3m": 0.4481903231583555, "bench_spy_p3m": 0.08543417530553743, "bench_c_p3m": 0.36521806464445317, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.1549602924588891, "alpha_spy_stated": 0.18632881231745624, "alpha_c_stated": 0.1889226394104414, "price_path": [-0.4965, -0.4815, -0.4401, -0.4386, -0.4243, -0.4243, -0.4087, -0.3988, -0.4012, -0.4145, -0.4333, -0.4069, -0.3826, -0.3689, -0.3406, -0.3538, -0.3971, -0.4062, -0.4186, -0.4361, -0.3785, -0.3351, -0.3084, -0.3092, -0.2832, -0.2832, -0.2879, -0.2637, -0.268, -0.2861, -0.2861, -0.211, -0.2192, -0.141, -0.1507, -0.182, -0.1368, -0.1348, -0.1542, -0.1662, -0.158, -0.0926, -0.0926, -0.087, -0.0267, -0.0055, -0.0003, -0.0267, 0.0262, 0.0888, 0.0901, 0.0378, 0.0951, 0.0492, -0.051, -0.0422, -0.0127, -0.0407, -0.0664, 0.0264, 0.0355, 0.0297, 0.0297, 0.0, 0.053, 0.0439, 0.071, 0.053, 0.0456, 0.0731, 0.0395, 0.0315, 0.0322, -0.0503, 0.0025, -0.0068, -0.0737, -0.0262, 0.0083, 0.0473, 0.0139, 0.0659, 0.1051, 0.1549, 0.155, 0.1113, 0.0578, 0.0114, -0.0106, -0.0442, -0.1109, -0.1065, -0.1947, -0.1546, -0.0795, -0.0835, -0.0835, -0.0547, -0.0551, 0.0178, 0.0548, 0.0525, 0.0674, 0.1653, 0.1417, 0.1442, 0.1388, 0.1221, 0.1245, 0.2199, 0.2055, 0.243, 0.3127, 0.2619, 0.2974, 0.2942, 0.3568, 0.4425, 0.6021, 0.6681, 0.6181, 0.8688, 0.9903, 0.9183, 1.011, 0.9419, 0.8134, 0.7055, 0.7485, 0.8318, 0.9071, 0.8793, 0.8793, 1.2419, 1.3233, 1.311, 1.4299, 1.5913, 1.6628, 1.7015, 1.4924, 1.1621, 1.3755, 1.342, 1.2319, 1.4921, 1.4564, 1.7226, 1.5544, 1.6105, 1.8377, 1.8377, 2.0314, 1.632, 1.632, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2001890738842538373", "ticker_idx": 0, "ts": "2025-12-19T05:42:00+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Micron is the new leader. Memory is the new AI Oil.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish Micron as the leading play on AI-driven memory demand.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@CryptoUKong Indeed. Micron is the new leader. Memory is the new AI Oil.", "reply_text": null, "parent_text": "@TradexWhisperer Micron's moment is now", "quoted_text": null, "parent_author": "CryptoUKong", "ret_m1d": -0.06532046033241179, "ret_signed_m1d": -0.06532046033241179, "alpha_spy_m1d": -0.0563383634002701, "alpha_c_m1d": -0.040112017002598366, "bench_spy_m1d": -0.008982096932141692, "bench_c_m1d": -0.025208443329813424, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.040124775871243745, "ret_signed_p1d": 0.040124775871243745, "alpha_spy_p1d": 0.033894972020810155, "alpha_c_p1d": 0.027241953746551806, "bench_spy_p1d": 0.006229803850433591, "bench_c_p1d": 0.01288282212469194, "ret_p1w": 0.07096107949804353, "ret_signed_p1w": 0.07096107949804353, "alpha_spy_p1w": 0.05667941194453885, "alpha_c_p1w": 0.04073232806808935, "bench_spy_p1w": 0.014281667553504684, "bench_c_p1w": 0.03022875142995418, "ret_p1m": 0.364683085298084, "ret_signed_p1m": 0.364683085298084, "alpha_spy_p1m": 0.3484178878673958, "alpha_c_p1m": 0.23722088283856269, "bench_spy_p1m": 0.016265197430688216, "bench_c_p1m": 0.12746220245952133, "ret_p3m": 0.7370506671401831, "ret_signed_p3m": 0.7370506671401831, "alpha_spy_p3m": 0.7652027991305234, "alpha_c_p3m": 0.6285113825847888, "bench_spy_p3m": -0.02815213199034028, "bench_c_p3m": 0.1085392845553943, "ret_p6m": 3.094790427050347, "ret_signed_p6m": 3.094790427050347, "alpha_spy_p6m": 2.982679742458915, "alpha_c_p6m": 2.2726152054074396, "bench_spy_p6m": 0.11211068459143214, "bench_c_p6m": 0.8221752216429075, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.364683085298084, "alpha_spy_stated": 0.3484178878673958, "alpha_c_stated": 0.23722088283856269, "price_path": [-0.3746, -0.3923, -0.4106, -0.409, -0.384, -0.3712, -0.3154, -0.3094, -0.2937, -0.2819, -0.3017, -0.2609, -0.2767, -0.3171, -0.2751, -0.2966, -0.2782, -0.2384, -0.2389, -0.2224, -0.2393, -0.2536, -0.2227, -0.1764, -0.1723, -0.1655, -0.1478, -0.1576, -0.1585, -0.1174, -0.1801, -0.1069, -0.1038, -0.1053, -0.0475, -0.0933, -0.079, -0.1089, -0.0718, -0.0901, -0.1407, -0.1504, -0.2427, -0.2202, -0.1579, -0.1556, -0.1341, -0.1341, -0.1107, -0.0957, -0.0994, -0.1194, -0.1477, -0.1079, -0.0715, -0.0508, -0.0083, -0.0281, -0.0932, -0.1069, -0.1256, -0.1519, -0.0653, 0.0, 0.0401, 0.0389, 0.0781, 0.0781, 0.071, 0.1074, 0.1009, 0.0737, 0.0737, 0.1866, 0.1743, 0.292, 0.2774, 0.2303, 0.2982, 0.3012, 0.2721, 0.2541, 0.2664, 0.3647, 0.3647, 0.3731, 0.4639, 0.4957, 0.5035, 0.4638, 0.5433, 0.6375, 0.6395, 0.5608, 0.647, 0.578, 0.4273, 0.4405, 0.4848, 0.4427, 0.4042, 0.5437, 0.5574, 0.5487, 0.5487, 0.504, 0.5836, 0.5701, 0.6108, 0.5837, 0.5726, 0.6139, 0.5634, 0.5514, 0.5525, 0.4284, 0.5077, 0.4937, 0.3931, 0.4646, 0.5165, 0.5751, 0.5249, 0.6031, 0.6621, 0.7369, 0.7371, 0.6714, 0.591, 0.5212, 0.488, 0.4374, 0.3373, 0.3439, 0.2111, 0.2715, 0.3845, 0.3784, 0.3784, 0.4217, 0.4211, 0.5308, 0.5864, 0.5829, 0.6054, 0.7526, 0.7171, 0.7208, 0.7127, 0.6877, 0.6913, 0.8347, 0.813, 0.8695, 0.9742, 0.898, 0.9513, 0.9464, 1.0407, 1.1695, 1.4095, 1.5088, 1.4337, 1.8107, 1.9933, 1.8851, 2.0246, 1.9206, 1.7274, 1.5651, 1.6298, 1.7549, 1.8683, 1.8265, 1.8265, 2.3718, 2.4942, 2.4758, 2.6545, 2.8972, 3.0049, 3.0631, 2.7486, 2.2518, 2.5727, 2.5223, 2.3567, 2.7481, 2.6944, 3.0948]}
{"unit_id": "quote:2015549930518220837", "ticker_idx": 0, "ts": "2026-01-25T22:18:45+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Brutal but BULLISH for Micron. Let me remind you that they just bought $1.8B Taiwan Fab for extra revenue & profit. Epic move by Sanjay", "tweet_type": "analysis", "timeline": "months", "summary": "Bullish MU: acute HBM shortage (only 30% of 2026 supply for non-DC) plus $1.8B Taiwan fab acquisition seen as major upside catalyst.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU Only 30% of memory chips made in 2026 will be available for non-data center market.\n\nBrutal but BULLISH for Micron. Let me remind you that they just bought $1.8B Taiwan Fab for extra revenue & profit.\n\nEpic move by Sanjay 😎 https://t.co/PfgRfnmMvk", "reply_text": null, "parent_text": null, "quoted_text": "$MU How acute is that shortage?\n\n\"For several of our key customers, in the medium term, we are able to support 50% to 2/3 of their demands.\"\n\n\"That's why we're really focused on bringing up the supply.\" (Referring to the megafab constructions in ID and NY)\n\n-Micron CEO Sanjay https://t.co/nGuXimO3on", "parent_author": null, "ret_m1d": 0.02714026854416307, "ret_signed_m1d": 0.02714026854416307, "alpha_spy_m1d": 0.03219284216618923, "alpha_c_m1d": 0.023955902187538847, "bench_spy_m1d": -0.0050525736220261575, "bench_c_m1d": 0.003184366356624224, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05435759085969649, "ret_signed_p1d": 0.05435759085969649, "alpha_spy_p1d": 0.05037342548122559, "alpha_c_p1d": 0.03322025441476706, "bench_spy_p1d": 0.003984165378470905, "bench_c_p1d": 0.021137336444929433, "ret_p1w": 0.12518954482328515, "ret_signed_p1w": 0.12518954482328515, "alpha_spy_p1w": 0.12132088303871202, "alpha_c_p1w": 0.10224687963987589, "bench_spy_p1w": 0.003868661784573124, "bench_c_p1w": 0.02294266518340926, "ret_p1m": 0.07432730762902162, "ret_signed_p1m": 0.07432730762902162, "alpha_spy_p1m": 0.08209377282576924, "alpha_c_p1m": 0.02332686641656423, "bench_spy_p1m": -0.007766465196747618, "bench_c_p1m": 0.05100044121245739, "ret_p3m": 0.2385884502360145, "ret_signed_p3m": 0.2385884502360145, "alpha_spy_p3m": 0.21310263538827545, "alpha_c_p3m": 0.030399299103990085, "bench_spy_p3m": 0.02548581484773904, "bench_c_p3m": 0.2081891511320244, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.07432730762902162, "alpha_spy_stated": 0.08209377282576924, "alpha_c_stated": 0.02332686641656423, "price_path": [-0.4178, -0.4245, -0.4251, -0.397, -0.4399, -0.3898, -0.3877, -0.3888, -0.3493, -0.3806, -0.3708, -0.3913, -0.3659, -0.3784, -0.413, -0.4196, -0.4827, -0.4673, -0.4247, -0.4232, -0.4084, -0.4084, -0.3925, -0.3822, -0.3847, -0.3984, -0.4177, -0.3906, -0.3656, -0.3515, -0.3225, -0.336, -0.3805, -0.3898, -0.4027, -0.4206, -0.3615, -0.3168, -0.2894, -0.2902, -0.2635, -0.2635, -0.2684, -0.2434, -0.2479, -0.2665, -0.2665, -0.1893, -0.1977, -0.1174, -0.1273, -0.1595, -0.1131, -0.1111, -0.131, -0.1433, -0.1348, -0.0677, -0.0677, -0.0619, 0.0001, 0.0218, 0.0271, 0.0, 0.0544, 0.1187, 0.12, 0.0663, 0.1252, 0.078, -0.0249, -0.0159, 0.0144, -0.0144, -0.0407, 0.0546, 0.0639, 0.058, 0.058, 0.0275, 0.0819, 0.0726, 0.1004, 0.0819, 0.0743, 0.1026, 0.068, 0.0598, 0.0606, -0.0242, 0.03, 0.0205, -0.0483, 0.0006, 0.036, 0.0761, 0.0418, 0.0952, 0.1355, 0.1866, 0.1867, 0.1418, 0.0869, 0.0392, 0.0166, -0.018, -0.0864, -0.0819, -0.1726, -0.1314, -0.0542, -0.0583, -0.0583, -0.0287, -0.0292, 0.0458, 0.0838, 0.0814, 0.0968, 0.1973, 0.173, 0.1756, 0.1701, 0.153, 0.1554, 0.2534, 0.2386, 0.2772, 0.3487, 0.2966, 0.3331, 0.3297, 0.3941, 0.4822, 0.6461, 0.7139, 0.6626, 0.9202, 1.0449, 0.971, 1.0663, 0.9953, 0.8632, 0.7524, 0.7966, 0.8821, 0.9595, 0.931, 0.931, 1.3035, 1.3871, 1.3745, 1.4966, 1.6625, 1.736, 1.7758, 1.5609, 1.2215, 1.4408, 1.4063, 1.2932, 1.5606, 1.5239, 1.7974, 1.6246, 1.6822, 1.9157, 1.9157, 2.1147, 1.7043, 1.7043, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2023861533898690704", "ticker_idx": 0, "ts": "2026-02-17T20:46:05+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU The Chip Invasion Master Plan... Micron, Samsung and Hynix join the ranks", "tweet_type": "analysis", "timeline": "years", "summary": "Bullish MU (and TSMC, Samsung, Hynix) as AI chip demand rewrites top-10 rankings over 4-8 years; endorses MU's HBM/DRAM/NAND thesis.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU The Chip Invasion Master Plan\n\nIn 4-8 years, the top 10 will be rewritten:\n→TSMC rises to #2 \n→Micron, Samsung and Hynix join the ranks\n\nAI runs on Chips, not on vision statements.\nThe Invasion isn't coming. It's already here. https://t.co/SR1ba4vYWd", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": 0.029716392161894145, "ret_signed_m1d": 0.029716392161894145, "alpha_spy_m1d": 0.031327276047151575, "alpha_c_m1d": 0.029201088365555794, "bench_spy_m1d": -0.0016108838852574303, "bench_c_m1d": 0.0005153037963383511, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05295418149160458, "ret_signed_p1d": 0.05295418149160458, "alpha_spy_p1d": 0.047916473941027826, "alpha_c_p1d": 0.04058644105194653, "bench_spy_p1d": 0.005037707550576753, "bench_c_p1d": 0.012367740439658048, "ret_p1w": 0.045600095918206796, "ret_signed_p1w": 0.045600095918206796, "alpha_spy_p1w": 0.039010091880888, "alpha_c_p1w": 0.017011856077951748, "bench_spy_p1w": 0.006590004037318797, "bench_c_p1w": 0.028588239840255047, "ret_p1m": 0.1549602924588891, "ret_signed_p1m": 0.1549602924588891, "alpha_spy_p1m": 0.18632881231745624, "alpha_c_p1m": 0.1889226394104414, "bench_spy_p1m": -0.031368519858567145, "bench_c_p1m": -0.033962346951552314, "ret_p3m": 0.8134083878028087, "ret_signed_p3m": 0.8134083878028087, "alpha_spy_p3m": 0.7279742124972712, "alpha_c_p3m": 0.4481903231583555, "bench_spy_p3m": 0.08543417530553743, "bench_c_p3m": 0.36521806464445317, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.4965, -0.4815, -0.4401, -0.4386, -0.4243, -0.4243, -0.4087, -0.3988, -0.4012, -0.4145, -0.4333, -0.4069, -0.3826, -0.3689, -0.3406, -0.3538, -0.3971, -0.4062, -0.4186, -0.4361, -0.3785, -0.3351, -0.3084, -0.3092, -0.2832, -0.2832, -0.2879, -0.2637, -0.268, -0.2861, -0.2861, -0.211, -0.2192, -0.141, -0.1507, -0.182, -0.1368, -0.1348, -0.1542, -0.1662, -0.158, -0.0926, -0.0926, -0.087, -0.0267, -0.0055, -0.0003, -0.0267, 0.0262, 0.0888, 0.0901, 0.0378, 0.0951, 0.0492, -0.051, -0.0422, -0.0127, -0.0407, -0.0664, 0.0264, 0.0355, 0.0297, 0.0297, 0.0, 0.053, 0.0439, 0.071, 0.053, 0.0456, 0.0731, 0.0395, 0.0315, 0.0322, -0.0503, 0.0025, -0.0068, -0.0737, -0.0262, 0.0083, 0.0473, 0.0139, 0.0659, 0.1051, 0.1549, 0.155, 0.1113, 0.0578, 0.0114, -0.0106, -0.0442, -0.1109, -0.1065, -0.1947, -0.1546, -0.0795, -0.0835, -0.0835, -0.0547, -0.0551, 0.0178, 0.0548, 0.0525, 0.0674, 0.1653, 0.1417, 0.1442, 0.1388, 0.1221, 0.1245, 0.2199, 0.2055, 0.243, 0.3127, 0.2619, 0.2974, 0.2942, 0.3568, 0.4425, 0.6021, 0.6681, 0.6181, 0.8688, 0.9903, 0.9183, 1.011, 0.9419, 0.8134, 0.7055, 0.7485, 0.8318, 0.9071, 0.8793, 0.8793, 1.2419, 1.3233, 1.311, 1.4299, 1.5913, 1.6628, 1.7015, 1.4924, 1.1621, 1.3755, 1.342, 1.2319, 1.4921, 1.4564, 1.7226, 1.5544, 1.6105, 1.8377, 1.8377, 2.0314, 1.632, 1.632, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2023861533898690704", "ticker_idx": 1, "ts": "2026-02-17T20:46:05+00:00", "symbol": "2330.TW", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "TSMC rises to #2", "tweet_type": "analysis", "timeline": "years", "summary": "Bullish MU (and TSMC, Samsung, Hynix) as AI chip demand rewrites top-10 rankings over 4-8 years; endorses MU's HBM/DRAM/NAND thesis.", "resolved_tickers": ["2330.TW"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU The Chip Invasion Master Plan\n\nIn 4-8 years, the top 10 will be rewritten:\n→TSMC rises to #2 \n→Micron, Samsung and Hynix join the ranks\n\nAI runs on Chips, not on vision statements.\nThe Invasion isn't coming. It's already here. https://t.co/SR1ba4vYWd", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": 0.007894704187397572, "ret_signed_m1d": 0.007894704187397572, "alpha_spy_m1d": 0.009505588072655002, "alpha_c_m1d": 0.007379400391059221, "bench_spy_m1d": -0.0016108838852574303, "bench_c_m1d": 0.0005153037963383511, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.034210449441165025, "ret_signed_p1d": 0.034210449441165025, "alpha_spy_p1d": 0.029172741890588272, "alpha_c_p1d": 0.021842709001506977, "bench_spy_p1d": 0.005037707550576753, "bench_c_p1d": 0.012367740439658048, "ret_p1w": 0.03947365019520577, "ret_signed_p1w": 0.03947365019520577, "alpha_spy_p1w": 0.03288364615788697, "alpha_c_p1w": 0.01088541035495072, "bench_spy_p1w": 0.006590004037318797, "bench_c_p1w": 0.028588239840255047, "ret_p1m": -0.04426034052819039, "ret_signed_p1m": -0.04426034052819039, "alpha_spy_p1m": -0.012891820669623244, "alpha_c_p1m": -0.010297993576638076, "bench_spy_p1m": -0.031368519858567145, "bench_c_p1m": -0.033962346951552314, "ret_p3m": 0.17751341312529312, "ret_signed_p3m": 0.17751341312529312, "alpha_spy_p3m": 0.09207923781975569, "alpha_c_p3m": -0.18770465151916005, "bench_spy_p3m": 0.08543417530553743, "bench_c_p3m": 0.36521806464445317, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.2446, -0.2472, -0.2446, -0.2604, -0.2499, -0.2394, -0.242, -0.2341, -0.2158, -0.2236, -0.2105, -0.2263, -0.2211, -0.2368, -0.2447, -0.2474, -0.2474, -0.2474, -0.2289, -0.2158, -0.2132, -0.2132, -0.2053, -0.1947, -0.2, -0.1842, -0.1842, -0.1658, -0.1211, -0.1026, -0.1184, -0.1132, -0.1158, -0.1105, -0.1, -0.1, -0.1105, -0.0842, -0.0737, -0.0658, -0.0842, -0.0737, -0.0684, -0.0763, -0.0632, -0.0421, -0.05, -0.0658, -0.0711, -0.0526, -0.0605, -0.0711, -0.0632, -0.0447, -0.0105, 0.0079, 0.0079, 0.0079, 0.0079, 0.0079, 0.0079, 0.0079, 0.0079, 0.0, 0.0342, 0.0605, 0.05, 0.05, 0.0395, 0.0184, -0.0184, 0.0, -0.0053, -0.0474, -0.0263, 0.0211, -0.0079, -0.0184, -0.0289, -0.0126, 0.0059, -0.0231, -0.0284, -0.0443, -0.0443, -0.0258, -0.0284, -0.039, -0.0601, -0.0707, -0.0205, -0.0443, -0.0443, -0.0443, -0.0179, 0.0297, 0.0323, 0.0561, 0.0508, 0.0851, 0.0983, 0.1009, 0.0719, 0.0693, 0.0825, 0.0825, 0.0983, 0.1538, 0.196, 0.1696, 0.1511, 0.1274, 0.1274, 0.2013, 0.1881, 0.1881, 0.2198, 0.2092, 0.1802, 0.1907, 0.1722, 0.1986, 0.196, 0.1828, 0.1643, 0.1538, 0.1775, 0.1907, 0.2198, 0.1986, 0.2145, 0.2118, 0.2435, 0.2435, 0.2567, 0.2805, 0.2594, 0.2488, 0.2118, 0.2171, 0.1907, 0.1912, 0.223, 0.2574, 0.2707, 0.2627, 0.276, 0.276, 0.3289, 0.3183, 0.2654, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:1991322843884450084", "ticker_idx": 0, "ts": "2025-11-20T01:48:57+00:00", "symbol": "TMDX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Blue Pink Cycle is Here Again. That's huge BLUE candle. 50 SMA + Volume Node Confluence = Take Off", "tweet_type": "prediction", "timeline": "days", "summary": "Bullish TMDX on Blue/Pink cycle signal with 50 SMA and volume node confluence pointing to a breakout.", "resolved_tickers": ["TMDX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Medical Devices'", "bench_c_industry": "Medical Devices", "unit_kind": "quote", "lang": "en", "tweet_text": "🟦 $TMDX Blue Pink Cycle is Here Again. That's huge BLUE candle.\n\n50 SMA + Volume Node Confluence = Take Off 💰💶\n\n250+ Daily BLUE Candle Alerts. Free Trial:\nhttps://t.co/ZQDP5HCFyq https://t.co/6r8CgCiN1Y", "reply_text": null, "parent_text": null, "quoted_text": "🟦 $TMDX (D) BLUE Candle -> Middle Bollinger Band Cross. Looking Bullish Again. Breakout Incoming?\n\n240+ Daily BLUE Candle Alerts. Free Trial:\nhttps://t.co/ZQDP5HCFyq https://t.co/BhIpZvnFFn", "parent_author": null, "ret_m1d": 0.07793572564741558, "ret_signed_m1d": 0.07793572564741558, "alpha_spy_m1d": 0.06245757686864062, "alpha_c_m1d": 0.07192595765659004, "bench_spy_m1d": 0.015478148778774958, "bench_c_m1d": 0.006009767990825532, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0574220077409211, "ret_signed_p1d": 0.0574220077409211, "alpha_spy_p1d": 0.047460869571956055, "alpha_c_p1d": 0.036354750841455896, "bench_spy_p1d": 0.009961138168965045, "bench_c_p1d": 0.021067256899465203, "ret_p1w": 0.17711193958347637, "ret_signed_p1w": 0.17711193958347637, "alpha_spy_p1w": 0.13550471248631357, "alpha_c_p1w": 0.1308829000808005, "bench_spy_p1w": 0.0416072270971628, "bench_c_p1w": 0.04622903950267587, "ret_p1m": 0.031093510609029984, "ret_signed_p1m": 0.031093510609029984, "alpha_spy_p1m": -0.014990287064994279, "alpha_c_p1m": 0.0078468682282955, "bench_spy_p1m": 0.04608379767402426, "bench_c_p1m": 0.023246642380734484, "ret_p3m": 0.08076245884381583, "ret_signed_p3m": 0.08076245884381583, "alpha_spy_p3m": 0.031205089119979545, "alpha_c_p3m": 0.03704206523371334, "bench_spy_p3m": 0.049557369723836286, "bench_c_p3m": 0.04372039361010249, "ret_p6m": -0.48958164336369914, "ret_signed_p6m": -0.48958164336369914, "alpha_spy_p6m": -0.6288070814057404, "alpha_c_p6m": -0.45588031950413843, "bench_spy_p6m": 0.13922543804204124, "bench_c_p6m": -0.033701323859560706, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": 0.17711193958347637, "alpha_spy_stated": 0.13550471248631357, "alpha_c_stated": 0.1308829000808005, "price_path": [-0.0715, -0.0698, -0.052, -0.0573, -0.0716, -0.0716, -0.0991, -0.1363, -0.1597, -0.16, -0.1473, -0.1255, -0.1295, -0.0552, -0.0747, -0.077, -0.0377, -0.0324, -0.022, -0.0124, 0.0107, -0.0266, -0.0516, -0.0801, -0.0804, -0.0903, -0.0938, -0.0721, -0.0626, -0.0657, -0.0799, -0.0698, -0.0465, -0.0875, -0.1335, -0.0978, -0.1017, -0.0905, -0.0657, -0.05, -0.0317, -0.0298, -0.0346, 0.0411, 0.0541, 0.0697, 0.0476, 0.0848, 0.0967, 0.0623, 0.0073, -0.013, 0.0052, 0.0094, -0.0376, -0.0115, -0.0136, -0.0375, -0.0668, -0.0712, -0.0842, -0.0545, 0.0779, 0.0, 0.0574, 0.1324, 0.1791, 0.1771, 0.1771, 0.1816, 0.2148, 0.145, 0.1315, 0.1196, 0.1025, 0.1032, 0.0887, 0.0597, 0.0307, 0.024, -0.0054, 0.0099, -0.0153, -0.0222, 0.0311, 0.0447, 0.0354, 0.0256, 0.0256, 0.0031, -0.0061, -0.0153, -0.0175, -0.0175, -0.0091, 0.0199, 0.0715, 0.1086, 0.111, 0.107, 0.0875, 0.1526, 0.1465, 0.1605, 0.1579, 0.1579, 0.1463, 0.0807, 0.1152, 0.0927, 0.1253, 0.1185, 0.1387, 0.1224, 0.082, 0.0821, 0.0961, 0.0529, 0.0467, 0.0908, 0.1011, 0.1249, 0.0766, 0.038, 0.0486, 0.0486, 0.0808, 0.0943, 0.0732, 0.0842, 0.0875, 0.1127, 0.0649, 0.0868, 0.1732, 0.1872, 0.1953, 0.1925, 0.1312, 0.0468, 0.0884, 0.0568, 0.0416, -0.0203, -0.0027, 0.0071, 0.0073, -0.0857, -0.0816, -0.0801, -0.0948, -0.1203, -0.1509, -0.1746, -0.2, -0.2383, -0.1971, -0.1891, -0.1868, -0.1868, -0.1536, -0.1333, -0.1168, -0.1181, -0.0793, -0.0845, -0.0657, -0.0623, -0.1187, -0.0642, -0.0863, -0.1204, -0.0741, -0.0857, -0.1041, -0.1268, -0.1822, -0.2039, -0.186, -0.1923, -0.216, -0.2333, -0.4111, -0.4112, -0.4521, -0.4807, -0.4837, -0.4817, -0.499, -0.4896]}
{"unit_id": "quote:2006788258546827659", "ticker_idx": 0, "ts": "2026-01-01T18:02:59+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Micron is ditching highly volatile and cyclical consumer DRAM and re-orienting itself to a more structural Data Center/AI DRAM", "tweet_type": "analysis", "timeline": "years", "summary": "Long MU: structural shift from cyclical consumer DRAM to durable Data Center/AI DRAM supports continued upside into 2026.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU 2025 Return: +226.8%\n\n2026 Return: TBD but what's for sure is that Micron is ditching highly volatile and cyclical consumer DRAM and re-orienting itself to a more structural Data Center/AI DRAM. https://t.co/add4XWYiZq", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": -0.09514300318942082, "ret_signed_m1d": -0.09514300318942082, "alpha_spy_m1d": -0.09331336380379018, "alpha_c_m1d": -0.05986311210766626, "bench_spy_m1d": -0.0018296393856306326, "bench_c_m1d": -0.035279891081754555, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.010367190403028914, "ret_signed_p1d": -0.010367190403028914, "alpha_spy_p1d": -0.01702739751127358, "alpha_c_p1d": -0.021859311177758523, "bench_spy_p1d": 0.0066602071082446646, "bench_c_p1d": 0.011492120774729608, "ret_p1w": 0.09406502136266304, "ret_signed_p1w": 0.09406502136266304, "alpha_spy_p1w": 0.07810994798667803, "alpha_c_p1w": 0.051418319116951716, "bench_spy_p1w": 0.015955073375985007, "bench_c_p1w": 0.04264670224571132, "ret_p1m": 0.3879905061713662, "ret_signed_p1m": 0.3879905061713662, "alpha_spy_p1m": 0.3700740335070103, "alpha_c_p1m": 0.2951161033815053, "bench_spy_p1m": 0.01791647266435592, "bench_c_p1m": 0.09287440278986092, "ret_p3m": 0.16671269166070668, "ret_signed_p3m": 0.16671269166070668, "alpha_spy_p3m": 0.20497623445905344, "alpha_c_p3m": 0.11669926000185349, "bench_spy_p3m": -0.03826354279834676, "bench_c_p3m": 0.05001343165885319, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.4115, -0.3771, -0.3905, -0.4245, -0.3891, -0.4072, -0.3917, -0.3582, -0.3586, -0.3447, -0.3589, -0.371, -0.3449, -0.3059, -0.3025, -0.2967, -0.2818, -0.2901, -0.2909, -0.2562, -0.309, -0.2473, -0.2447, -0.246, -0.1973, -0.2359, -0.2239, -0.2491, -0.2178, -0.2332, -0.2759, -0.284, -0.3618, -0.3428, -0.2903, -0.2884, -0.2703, -0.2703, -0.2506, -0.238, -0.241, -0.2579, -0.2817, -0.2482, -0.2175, -0.2001, -0.1643, -0.1809, -0.2358, -0.2473, -0.2632, -0.2853, -0.2123, -0.1573, -0.1235, -0.1245, -0.0915, -0.0915, -0.0975, -0.0667, -0.0723, -0.0951, -0.0951, 0.0, -0.0104, 0.0888, 0.0765, 0.0368, 0.0941, 0.0965, 0.072, 0.0568, 0.0672, 0.1501, 0.1501, 0.1572, 0.2336, 0.2605, 0.267, 0.2336, 0.3006, 0.38, 0.3816, 0.3153, 0.388, 0.3298, 0.2028, 0.2139, 0.2513, 0.2158, 0.1833, 0.3009, 0.3124, 0.3051, 0.3051, 0.2675, 0.3346, 0.3232, 0.3575, 0.3346, 0.3252, 0.3601, 0.3175, 0.3074, 0.3083, 0.2037, 0.2706, 0.2588, 0.174, 0.2343, 0.278, 0.3274, 0.2851, 0.351, 0.4007, 0.4637, 0.4639, 0.4085, 0.3408, 0.2819, 0.254, 0.2114, 0.1269, 0.1325, 0.0207, 0.0715, 0.1667, 0.1616, 0.1616, 0.1981, 0.1976, 0.29, 0.3369, 0.334, 0.3529, 0.4769, 0.447, 0.4502, 0.4433, 0.4223, 0.4253, 0.5461, 0.5279, 0.5755, 0.6638, 0.5995, 0.6444, 0.6403, 0.7197, 0.8283, 1.0305, 1.1142, 1.0509, 1.3687, 1.5226, 1.4314, 1.5489, 1.4613, 1.2984, 1.1616, 1.2162, 1.3217, 1.4172, 1.382, 1.382, 1.8415, 1.9446, 1.9291, 2.0797, 2.2843, 2.375, 2.4241, 2.159, 1.7404, 2.0108, 1.9684, 1.8288, 2.1586, 2.1134, 2.4508, 2.2376, 2.3087, 2.5967, 2.5967, 2.8421, 2.3359, 2.3359, null, null, null]}
{"unit_id": "quote:2014419763813105899", "ticker_idx": 0, "ts": "2026-01-22T19:27:52+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU The AI Memory Pyramid. Micron has it ALL.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish MU: positioned across entire AI memory stack from HBM to networked storage, solving AI inference bottleneck.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU The AI Memory Pyramid. Micron has it ALL.\n\nNear Memory: High Bandwidth Memory (HBM)\nMain Memory: High-capacity DRAM and low-power DRAM\nExpansion Memory: Compute Express Link DRAM Local SSD: High performance NVMe SSDs\nNetworked Data Lakes: SSDs designed for datalakes https://t.co/0fsbAeYi4A", "reply_text": null, "parent_text": null, "quoted_text": "❄️ $MU If you want to understand why HBM will solve the AI inference bottleneck, read this thread.\n\n\"The working memory of the AI is stored in the HBM. If you have a long conversation with an AI, overtime, that memory, that context memory is going to grow TREMENDOUSLY\" -Jensen at https://t.co/xRjA5ab0Eq", "parent_author": null, "ret_m1d": -0.02130385803571222, "ret_signed_m1d": -0.02130385803571222, "alpha_spy_m1d": -0.016107741021062938, "alpha_c_m1d": -0.019094398147288305, "bench_spy_m1d": -0.005196117014649282, "bench_c_m1d": -0.0022094598884239147, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0052065551513811315, "ret_signed_p1d": 0.0052065551513811315, "alpha_spy_p1d": 0.0048438199624074585, "alpha_c_p1d": 0.011983802896503248, "bench_spy_p1d": 0.00036273518897367296, "bench_c_p1d": -0.006777247745122117, "ret_p1w": 0.09610656382871707, "ret_signed_p1w": 0.09610656382871707, "alpha_spy_p1w": 0.08876244533534083, "alpha_c_p1w": 0.059613883668415246, "bench_spy_p1w": 0.007344118493376239, "bench_c_p1w": 0.03649268016030183, "ret_p1m": 0.07694055564130498, "ret_signed_p1m": 0.07694055564130498, "alpha_spy_p1m": 0.07628740074910456, "alpha_c_p1m": 0.04662927210753898, "bench_spy_p1m": 0.0006531548922004138, "bench_c_p1m": 0.030311283533765998, "ret_p3m": 0.1307631524991879, "ret_signed_p3m": 0.1307631524991879, "alpha_spy_p3m": 0.10605583651426831, "alpha_c_p3m": -0.022754535831812195, "bench_spy_p3m": 0.024707315984919598, "bench_c_p3m": 0.1535176883310001, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.07694055564130498, "alpha_spy_stated": 0.07628740074910456, "alpha_c_stated": 0.04662927210753898, "price_path": [-0.4466, -0.4421, -0.4302, -0.4368, -0.4374, -0.4099, -0.4518, -0.4029, -0.4008, -0.4018, -0.3632, -0.3938, -0.3843, -0.4043, -0.3794, -0.3917, -0.4255, -0.432, -0.4937, -0.4786, -0.437, -0.4355, -0.4211, -0.4211, -0.4054, -0.3954, -0.3979, -0.4113, -0.4302, -0.4036, -0.3792, -0.3654, -0.337, -0.3502, -0.3937, -0.4029, -0.4154, -0.433, -0.3751, -0.3314, -0.3046, -0.3054, -0.2792, -0.2792, -0.284, -0.2596, -0.264, -0.2821, -0.2821, -0.2067, -0.2149, -0.1362, -0.146, -0.1775, -0.132, -0.1301, -0.1495, -0.1616, -0.1533, -0.0876, -0.0876, -0.0819, -0.0213, 0.0, 0.0052, -0.0214, 0.0318, 0.0948, 0.0961, 0.0435, 0.1012, 0.055, -0.0457, -0.0369, -0.0073, -0.0354, -0.0612, 0.0321, 0.0412, 0.0354, 0.0354, 0.0055, 0.0588, 0.0497, 0.0769, 0.0588, 0.0514, 0.079, 0.0452, 0.0372, 0.038, -0.045, 0.008, -0.0013, -0.0686, -0.0208, 0.0139, 0.0531, 0.0195, 0.0718, 0.1112, 0.1613, 0.1614, 0.1174, 0.0637, 0.017, -0.0052, -0.039, -0.1059, -0.1015, -0.1903, -0.1499, -0.0744, -0.0784, -0.0784, -0.0495, -0.0499, 0.0234, 0.0606, 0.0583, 0.0733, 0.1717, 0.148, 0.1505, 0.1451, 0.1283, 0.1308, 0.2266, 0.2121, 0.2499, 0.3199, 0.2689, 0.3046, 0.3013, 0.3643, 0.4505, 0.6109, 0.6773, 0.6271, 0.8792, 1.0013, 0.9289, 1.0222, 0.9527, 0.8234, 0.7149, 0.7582, 0.8419, 0.9177, 0.8897, 0.8897, 1.2543, 1.3361, 1.3238, 1.4433, 1.6056, 1.6776, 1.7165, 1.5062, 1.1741, 1.3886, 1.355, 1.2442, 1.5059, 1.47, 1.7377, 1.5685, 1.625, 1.8534, 1.8534, 2.0482, 1.6465, 1.6465, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2017261930306761172", "ticker_idx": 0, "ts": "2026-01-30T15:41:37+00:00", "symbol": "SNDK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$SNDK Price Targets Revisions From 9 Institutions. Bullish for $MU NAND Business 🔥", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Shares 9-institution PT upgrade sweep on SNDK; calls it bullish for MU's NAND business.", "resolved_tickers": ["SNDK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "quote", "lang": "en", "tweet_text": "$SNDK Price Targets Revisions From 9 Institutions. Bullish for $MU NAND Business 🔥 \n\nBernstein SocGen Group: Raised price target to $1,000 from $580, maintaining Outperform.\n\nCantor Fitzgerald: Raised to $800 from $550, maintaining Overweight.\n\nWedbush: Raised to $740 from $600, maintaining Outperform.\n\nRaymond James: Upgraded to Outperform (from Market Perform) with new $725 target (described as one of the most delayed upgrades due to prior conservatism).\n\nMizuho: Raised to $710 from $600, citing AI-related demand.\n\nJefferies: Raised to $700 from $600 (or set new at $700), on NAND pricing increases.\n\nGoldman Sachs: Raised to $700 from lower (e.g., $320 in some prior contexts), highlighting results/guidance beats.\n\nCiti: Raised to $750 from $490, on better product mix and data center momentum.\n\nMorgan Stanley: Raised to $690 from $483, noting the strongest memory upcycle in 30 years.", "reply_text": null, "parent_text": null, "quoted_text": "🟦 $SNDK Bulls have indeed built an unreal momentum on these BLUE candles.\n\nThanks to Sanjay Mehrotra's contributions, the United States stands firm in the global memory industry as leaders. https://t.co/yYOvdrZU43", "parent_author": null, "ret_m1d": -0.06412149623779828, "ret_signed_m1d": -0.06412149623779828, "alpha_spy_m1d": -0.0671129021640009, "alpha_c_m1d": -0.08490267755114944, "bench_spy_m1d": 0.002991405926202617, "bench_c_m1d": 0.02078118131335116, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.15442948413774404, "ret_signed_p1d": 0.15442948413774404, "alpha_spy_p1d": 0.14945826140068252, "alpha_c_p1d": 0.1448383495957648, "bench_spy_p1d": 0.00497122273706152, "bench_c_p1d": 0.00959113454197924, "ret_p1w": 0.03765728799484824, "ret_signed_p1w": 0.03765728799484824, "alpha_spy_p1w": 0.039608285866148396, "alpha_c_p1w": 0.05677045515399903, "bench_spy_p1w": -0.001950997871300153, "bench_c_p1w": -0.01911316715915079, "ret_p1m": 0.07432540926654019, "ret_signed_p1m": 0.07432540926654019, "alpha_spy_p1m": 0.08240384573000048, "alpha_c_p1m": 0.1044895688622195, "bench_spy_p1m": -0.008078436463460292, "bench_c_p1m": -0.030164159595679307, "ret_p3m": 0.846785181670282, "ret_signed_p3m": 0.846785181670282, "alpha_spy_p3m": 0.8156374057741593, "alpha_c_p3m": 0.7395582365972759, "bench_spy_p3m": 0.03114777589612272, "bench_c_p3m": 0.10722694507300612, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.07432540926654019, "alpha_spy_stated": 0.08240384573000048, "alpha_c_stated": 0.1044895688622195, "price_path": [-0.6624, -0.6243, -0.6396, -0.5844, -0.535, -0.5287, -0.5087, -0.5773, -0.5589, -0.5386, -0.575, -0.5732, -0.6599, -0.6525, -0.6061, -0.6174, -0.6268, -0.6268, -0.6125, -0.6353, -0.6436, -0.6627, -0.6298, -0.6035, -0.6087, -0.6192, -0.5959, -0.5807, -0.6422, -0.6497, -0.6368, -0.6411, -0.6192, -0.5877, -0.5817, -0.575, -0.566, -0.566, -0.5661, -0.5761, -0.5831, -0.5881, -0.5881, -0.5224, -0.5244, -0.3933, -0.3864, -0.4195, -0.3451, -0.3245, -0.3235, -0.327, -0.2898, -0.2822, -0.2822, -0.2137, -0.1301, -0.1264, -0.1777, -0.183, -0.1645, -0.0844, -0.0641, 0.0, 0.1544, 0.207, 0.0144, -0.0001, 0.0377, 0.0124, -0.0601, 0.0401, 0.0938, 0.0873, 0.0873, 0.0249, 0.0419, 0.0778, 0.1279, 0.1566, 0.1081, 0.0974, 0.1313, 0.1026, 0.0743, -0.0188, 0.0396, -0.0185, -0.0849, 0.0217, 0.074, 0.1374, 0.0739, 0.1481, 0.221, 0.2498, 0.3079, 0.3399, 0.2316, 0.2191, 0.2191, 0.1763, 0.0467, 0.0687, -0.0065, 0.1025, 0.2021, 0.2175, 0.2175, 0.2575, 0.2335, 0.3551, 0.4778, 0.4781, 0.6529, 0.639, 0.5475, 0.5956, 0.5982, 0.5844, 0.5679, 0.699, 0.6181, 0.7178, 0.8572, 0.7394, 0.8468, 0.9028, 1.0599, 1.1794, 1.4405, 1.4468, 1.3253, 1.7112, 1.6856, 1.5198, 1.5115, 1.3995, 1.4427, 1.3132, 1.4005, 1.4166, 1.6763, 1.5661, 1.5661, 1.7584, 1.7591, 1.8488, 1.9414, 2.0567, 1.9785, 2.1783, 2.0537, 1.706, 1.8495, 1.8573, 1.8516, 2.2651, 2.4362, 2.6579, 2.4561, 2.3992, 2.7913, 2.7913, 2.9457, 2.4075, 2.4075, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2017261930306761172", "ticker_idx": 1, "ts": "2026-01-30T15:41:37+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Bullish for $MU NAND Business 🔥", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Shares 9-institution PT upgrade sweep on SNDK; calls it bullish for MU's NAND business.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$SNDK Price Targets Revisions From 9 Institutions. Bullish for $MU NAND Business 🔥 \n\nBernstein SocGen Group: Raised price target to $1,000 from $580, maintaining Outperform.\n\nCantor Fitzgerald: Raised to $800 from $550, maintaining Overweight.\n\nWedbush: Raised to $740 from $600, maintaining Outperform.\n\nRaymond James: Upgraded to Outperform (from Market Perform) with new $725 target (described as one of the most delayed upgrades due to prior conservatism).\n\nMizuho: Raised to $710 from $600, citing AI-related demand.\n\nJefferies: Raised to $700 from $600 (or set new at $700), on NAND pricing increases.\n\nGoldman Sachs: Raised to $700 from lower (e.g., $320 in some prior contexts), highlighting results/guidance beats.\n\nCiti: Raised to $750 from $490, on better product mix and data center momentum.\n\nMorgan Stanley: Raised to $690 from $483, noting the strongest memory upcycle in 30 years.", "reply_text": null, "parent_text": null, "quoted_text": "🟦 $SNDK Bulls have indeed built an unreal momentum on these BLUE candles.\n\nThanks to Sanjay Mehrotra's contributions, the United States stands firm in the global memory industry as leaders. https://t.co/yYOvdrZU43", "parent_author": null, "ret_m1d": 0.05040017796643914, "ret_signed_m1d": 0.05040017796643914, "alpha_spy_m1d": 0.047408772040236524, "alpha_c_m1d": 0.015551623323173613, "bench_spy_m1d": 0.002991405926202617, "bench_c_m1d": 0.03484855464326553, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05524487715466231, "ret_signed_p1d": 0.05524487715466231, "alpha_spy_p1d": 0.05027365441760079, "alpha_c_p1d": 0.04406654507430008, "bench_spy_p1d": 0.00497122273706152, "bench_c_p1d": 0.01117833208036223, "ret_p1w": -0.04866466667829361, "ret_signed_p1w": -0.04866466667829361, "alpha_spy_p1w": -0.04671366880699346, "alpha_c_p1w": -0.04417847821617127, "bench_spy_p1w": -0.001950997871300153, "bench_c_p1w": -0.0044861884621223425, "ret_p1m": -0.005326777480651912, "ret_signed_p1m": -0.005326777480651912, "alpha_spy_p1m": 0.0027516589828083804, "alpha_c_p1m": -0.012589017245224876, "bench_spy_p1m": -0.008078436463460292, "bench_c_p1m": 0.007262239764572964, "ret_p3m": 0.25018759549488223, "ret_signed_p3m": 0.25018759549488223, "alpha_spy_p3m": 0.2190398195987595, "alpha_c_p3m": 0.01194837189669884, "bench_spy_p3m": 0.03114777589612272, "bench_c_p3m": 0.2382392235981834, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.005326777480651912, "alpha_spy_stated": 0.0027516589828083804, "alpha_c_stated": -0.012589017245224876, "price_path": [-0.4747, -0.4278, -0.4258, -0.4268, -0.3897, -0.4191, -0.4099, -0.4291, -0.4053, -0.4171, -0.4495, -0.4557, -0.5148, -0.5004, -0.4605, -0.459, -0.4452, -0.4452, -0.4302, -0.4206, -0.423, -0.4358, -0.4539, -0.4285, -0.4051, -0.3918, -0.3646, -0.3773, -0.419, -0.4278, -0.4398, -0.4566, -0.4012, -0.3593, -0.3336, -0.3344, -0.3093, -0.3093, -0.3138, -0.2905, -0.2947, -0.3121, -0.3121, -0.2397, -0.2476, -0.1722, -0.1816, -0.2118, -0.1682, -0.1663, -0.185, -0.1965, -0.1886, -0.1257, -0.1257, -0.1202, -0.0621, -0.0417, -0.0367, -0.0622, -0.0112, 0.0492, 0.0504, 0.0, 0.0552, 0.011, -0.0855, -0.0771, -0.0487, -0.0756, -0.1003, -0.0109, -0.0022, -0.0078, -0.0078, -0.0364, 0.0146, 0.006, 0.032, 0.0147, 0.0075, 0.034, 0.0016, -0.006, -0.0053, -0.0848, -0.034, -0.043, -0.1075, -0.0616, -0.0284, 0.0092, -0.023, 0.0271, 0.0649, 0.1128, 0.1129, 0.0708, 0.0193, -0.0254, -0.0466, -0.079, -0.1432, -0.139, -0.224, -0.1854, -0.113, -0.1169, -0.1169, -0.0891, -0.0895, -0.0192, 0.0164, 0.0142, 0.0286, 0.1229, 0.1001, 0.1025, 0.0973, 0.0813, 0.0836, 0.1755, 0.1616, 0.1978, 0.2649, 0.216, 0.2502, 0.2471, 0.3075, 0.39, 0.5437, 0.6074, 0.5593, 0.8008, 0.9178, 0.8485, 0.9378, 0.8712, 0.7474, 0.6434, 0.6849, 0.7651, 0.8377, 0.8109, 0.8109, 1.1603, 1.2387, 1.2269, 1.3414, 1.497, 1.5659, 1.6032, 1.4017, 1.0834, 1.289, 1.2568, 1.1506, 1.4014, 1.367, 1.6235, 1.4614, 1.5155, 1.7344, 1.7344, 1.9211, 1.5362, 1.5362, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:1997168678962712826", "ticker_idx": 0, "ts": "2025-12-06T04:58:13+00:00", "symbol": "RDDT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$RDDT BLUE candle + Golden Fib breakout. PT $265 incoming", "tweet_type": "prediction", "timeline": "weeks", "summary": "Long RDDT on blue candle + Golden Fib breakout, PT $265.", "resolved_tickers": ["RDDT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "quote", "lang": "en", "tweet_text": "🟦 $RDDT BLUE candle + Golden Fib breakout. PT $265 incoming 💰🔥\n\n250+ Weekly Smart Candle Alerts. Free Trial:\nhttps://t.co/UOnxsgc8Ii https://t.co/sJuKvO1qPZ", "reply_text": null, "parent_text": null, "quoted_text": "In a future flooded with indistinguishable AI-generated content, authenticity will become the rarest currency\n\nConviction and lived experiences will reign supreme\n\n$RDDT's chaotic, niche and gloriously human content will quietly become the most valuable data\n\nI've spoken", "parent_author": null, "ret_m1d": -0.011985635680387796, "ret_signed_m1d": -0.011985635680387796, "alpha_spy_m1d": -0.014998897254051569, "alpha_c_m1d": -0.01946878951241171, "bench_spy_m1d": 0.0030132615736637725, "bench_c_m1d": 0.007483153832023914, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0035450362891293885, "ret_signed_p1d": -0.0035450362891293885, "alpha_spy_p1d": -0.0026820082155561975, "alpha_c_p1d": -0.004663191956051804, "bench_spy_p1d": -0.000863028073573191, "bench_c_p1d": 0.0011181556669224157, "ret_p1w": -0.07786451650502568, "ret_signed_p1w": -0.07786451650502568, "alpha_spy_p1w": -0.07362247291360102, "alpha_c_p1w": -0.08053084696127899, "bench_spy_p1w": -0.00424204359142466, "bench_c_p1w": 0.0026663304562533074, "ret_p1m": 0.07115425544417442, "ret_signed_p1m": 0.07115425544417442, "alpha_spy_p1m": 0.05619849294712376, "alpha_c_p1m": 0.058683568458497204, "bench_spy_p1m": 0.014955762497050662, "bench_c_p1m": 0.012470686985677215, "ret_p3m": -0.39084195738808425, "ret_signed_p3m": -0.39084195738808425, "alpha_spy_p3m": -0.39039311437412416, "alpha_c_p3m": -0.41289106538645315, "bench_spy_p3m": -0.0004488430139600874, "bench_c_p3m": 0.0220491079983689, "ret_p6m": -0.28622069187130583, "ret_signed_p6m": -0.28622069187130583, "alpha_spy_p6m": -0.40363067863736857, "alpha_c_p6m": -0.26937273601163647, "bench_spy_p6m": 0.11740998676606273, "bench_c_p6m": -0.01684795585966936, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.07115425544417442, "alpha_spy_stated": 0.05619849294712376, "alpha_c_stated": 0.058683568458497204, "price_path": [0.0932, 0.0996, 0.0732, 0.1126, 0.1254, 0.1246, 0.1425, 0.1162, 0.087, 0.0021, -0.0053, -0.0177, 0.0133, 0.0212, -0.0294, -0.145, -0.1521, -0.1256, -0.1406, -0.131, -0.1463, -0.1066, -0.1621, -0.1404, -0.1713, -0.1527, -0.1603, -0.1773, -0.1455, -0.1318, -0.1684, -0.1525, -0.096, -0.0747, -0.1012, -0.1105, -0.1795, -0.1182, -0.1349, -0.2076, -0.1717, -0.225, -0.1788, -0.1383, -0.1213, -0.144, -0.2006, -0.1842, -0.2085, -0.2163, -0.2075, -0.2324, -0.2257, -0.177, -0.0779, -0.124, -0.124, -0.0864, -0.0572, -0.0599, -0.068, -0.0599, -0.012, 0.0, -0.0035, 0.0049, -0.0144, -0.0514, -0.0779, -0.0547, -0.0406, -0.0237, -0.0159, -0.016, -0.047, -0.0468, -0.0468, -0.0472, -0.0097, -0.0152, -0.0299, -0.0299, 0.0208, 0.03, 0.0712, 0.0783, 0.0717, 0.0321, 0.0298, 0.0928, 0.0651, -0.0346, -0.0251, -0.0251, -0.0489, -0.1132, -0.0946, -0.0763, -0.0984, -0.1716, -0.1849, -0.1979, -0.2392, -0.2524, -0.3019, -0.3556, -0.3625, -0.4099, -0.4018, -0.367, -0.4122, -0.4468, -0.4106, -0.4106, -0.4124, -0.3777, -0.3833, -0.3662, -0.3988, -0.4004, -0.3683, -0.3617, -0.3846, -0.3792, -0.3851, -0.3784, -0.3908, -0.4117, -0.414, -0.4339, -0.4213, -0.4419, -0.4414, -0.4092, -0.3909, -0.3974, -0.4171, -0.4098, -0.4051, -0.4255, -0.4107, -0.4629, -0.4858, -0.4761, -0.4317, -0.4253, -0.426, -0.426, -0.4162, -0.4043, -0.3881, -0.416, -0.4103, -0.3697, -0.3478, -0.3312, -0.3144, -0.3087, -0.2982, -0.3382, -0.3066, -0.3545, -0.3463, -0.3239, -0.3757, -0.3765, -0.3786, -0.2974, -0.2865, -0.2757, -0.2971, -0.3081, -0.3425, -0.3268, -0.357, -0.3496, -0.3403, -0.3325, -0.3285, -0.3464, -0.3808, -0.3668, -0.4021, -0.4021, -0.3896, -0.3493, -0.2923, -0.2572, -0.2494, -0.2862]}
{"unit_id": "quote:2018440022081618395", "ticker_idx": 0, "ts": "2026-02-02T21:42:56+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$PLTR 2026 Wild Outlook. 2025 Revenue: $4.475 Billion 2026 Revenue: $7.198 Billion 2026 Adj. Free Cash Flow: $4.125 2026 Adj. FCF ≈ full 2025 revenue. Insane.", "tweet_type": "prediction", "timeline": "years", "summary": "Bullish PLTR: 2026 revenue seen nearly doubling to $7.2B with FCF matching full-year 2025 revenue.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "$PLTR 2026 Wild Outlook.\n\n2025 Revenue: $4.475 Billion\n2026 Revenue: $7.198 Billion\n2026 Adj. Free Cash Flow: $4.125\n\n2026 Adj. FCF ≈ full 2025 revenue. Insane. https://t.co/dQUqntt4vy", "reply_text": null, "parent_text": null, "quoted_text": "$PLTR valuation makes ZERO sense \n\nBut then why do institutions keep buying it?\nWhat do they know that you don't?\n\nI work in BIG DATA analytics and let me share the secrets of Palantir in the most basic way\n\nPalantir has monopoly on Automated Governance, serving as the ultimate https://t.co/XGLRmO7rq8", "parent_author": null, "ret_m1d": -0.06409937967438128, "ret_signed_m1d": -0.06409937967438128, "alpha_spy_m1d": -0.07262686878676716, "alpha_c_m1d": -0.07262686878676716, "bench_spy_m1d": 0.008527489112385878, "bench_c_m1d": 0.008527489112385878, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.11616424518286961, "ret_signed_p1d": -0.11616424518286961, "alpha_spy_p1d": -0.11132039145687622, "alpha_c_p1d": -0.11132039145687622, "bench_spy_p1d": -0.004843853725993386, "bench_c_p1d": -0.004843853725993386, "ret_p1w": -0.11635425518014031, "ret_signed_p1w": -0.11635425518014031, "alpha_spy_p1w": -0.1201104153361886, "alpha_c_p1w": -0.1201104153361886, "bench_spy_p1w": 0.003756160156048294, "bench_c_p1w": 0.003756160156048294, "ret_p1m": -0.02970612044816845, "ret_signed_p1m": -0.02970612044816845, "alpha_spy_p1m": -0.02332500856781028, "alpha_c_p1m": -0.02332500856781028, "bench_spy_p1m": -0.00638111188035817, "bench_c_p1m": -0.00638111188035817, "ret_p3m": -0.08747147917080644, "ret_signed_p3m": -0.08747147917080644, "alpha_spy_p3m": -0.13545796019779277, "alpha_c_p3m": -0.13545796019779277, "bench_spy_p3m": 0.04798648102698633, "bench_c_p3m": 0.04798648102698633, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [0.1088, 0.127, 0.2263, 0.2095, 0.1665, 0.0903, 0.1022, 0.0847, 0.0599, 0.0478, -0.0135, -0.0192, 0.0277, 0.0359, 0.05, 0.05, 0.0669, 0.0609, 0.0811, 0.1153, 0.1269, 0.1513, 0.1495, 0.1518, 0.1902, 0.1879, 0.1627, 0.1607, 0.1892, 0.1229, 0.1761, 0.2249, 0.2287, 0.2296, 0.2299, 0.2299, 0.1953, 0.1666, 0.1454, 0.1259, 0.1259, 0.0632, 0.1024, 0.1383, 0.1507, 0.1202, 0.1242, 0.1364, 0.1335, 0.13, 0.1215, 0.0828, 0.0828, 0.0675, 0.0472, 0.0508, 0.0742, 0.0607, 0.0495, -0.0034, -0.0381, -0.0715, -0.0641, 0.0, -0.1162, -0.1765, -0.1392, -0.0948, -0.1164, -0.1406, -0.1821, -0.1677, -0.1677, -0.1575, -0.1425, -0.1456, -0.1434, -0.1728, -0.1839, -0.1501, -0.139, -0.131, -0.0805, -0.0675, -0.0297, -0.033, -0.0046, -0.0092, -0.0427, -0.0398, -0.0277, -0.0439, -0.0327, -0.0177, -0.0324, -0.0139, -0.0456, 0.0187, -0.0196, -0.0185, -0.0654, -0.0939, -0.1288, -0.0735, -0.0721, -0.0597, -0.0597, -0.063, -0.0495, -0.1084, -0.1735, -0.1889, -0.1616, -0.1405, -0.0996, -0.0958, -0.0728, -0.0759, -0.0754, -0.0333, -0.1033, -0.0937, -0.0936, -0.1058, -0.1261, -0.1189, -0.0875, -0.0751, -0.1392, -0.1526, -0.1319, -0.1272, -0.1329, -0.1386, -0.1763, -0.153, -0.1513, -0.144, -0.1433, -0.1313, -0.1296, -0.133, -0.133, -0.1348, -0.1607, -0.0921, -0.0085, 0.0175, -0.0362, -0.0993, -0.1025, -0.1416, -0.1356, -0.1635, -0.1753, -0.1697, -0.1893, -0.1468, -0.156, -0.1726, -0.1863, -0.1863, -0.2431, -0.2608, -0.2608, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2002031379467653134", "ticker_idx": 0, "ts": "2025-12-19T15:00:51+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "🔥 $MU Juggernaut Incoming. Get out of the way, bears.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Strongly bullish MU on low forward multiples, 50% sequential HBM growth, and 27% HBM market share target.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "🔥 $MU Juggernaut Incoming. Get out of the way, bears. https://t.co/gOSrBF46dy", "reply_text": null, "parent_text": null, "quoted_text": "Here's the P/E and P/S Ratio of $MU that enables AI GPUs with super fast High Bandwith Memory Cubes. Their HBM sales grew 50% sequentially and DRAM/NAND prices have bottomed. Micron intends to take at least 27% of the whole HBM market.\n\nForward P/E ratio: 10.41\nForward P/S ratio https://t.co/TSLBx04ENf", "parent_author": null, "ret_m1d": -0.06532046033241179, "ret_signed_m1d": -0.06532046033241179, "alpha_spy_m1d": -0.0563383634002701, "alpha_c_m1d": -0.040112017002598366, "bench_spy_m1d": -0.008982096932141692, "bench_c_m1d": -0.025208443329813424, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.040124775871243745, "ret_signed_p1d": 0.040124775871243745, "alpha_spy_p1d": 0.033894972020810155, "alpha_c_p1d": 0.027241953746551806, "bench_spy_p1d": 0.006229803850433591, "bench_c_p1d": 0.01288282212469194, "ret_p1w": 0.07096107949804353, "ret_signed_p1w": 0.07096107949804353, "alpha_spy_p1w": 0.05667941194453885, "alpha_c_p1w": 0.04073232806808935, "bench_spy_p1w": 0.014281667553504684, "bench_c_p1w": 0.03022875142995418, "ret_p1m": 0.364683085298084, "ret_signed_p1m": 0.364683085298084, "alpha_spy_p1m": 0.3484178878673958, "alpha_c_p1m": 0.23722088283856269, "bench_spy_p1m": 0.016265197430688216, "bench_c_p1m": 0.12746220245952133, "ret_p3m": 0.7370506671401831, "ret_signed_p3m": 0.7370506671401831, "alpha_spy_p3m": 0.7652027991305234, "alpha_c_p3m": 0.6285113825847888, "bench_spy_p3m": -0.02815213199034028, "bench_c_p3m": 0.1085392845553943, "ret_p6m": 3.094790427050347, "ret_signed_p6m": 3.094790427050347, "alpha_spy_p6m": 2.982679742458915, "alpha_c_p6m": 2.2726152054074396, "bench_spy_p6m": 0.11211068459143214, "bench_c_p6m": 0.8221752216429075, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.364683085298084, "alpha_spy_stated": 0.3484178878673958, "alpha_c_stated": 0.23722088283856269, "price_path": [-0.3746, -0.3923, -0.4106, -0.409, -0.384, -0.3712, -0.3154, -0.3094, -0.2937, -0.2819, -0.3017, -0.2609, -0.2767, -0.3171, -0.2751, -0.2966, -0.2782, -0.2384, -0.2389, -0.2224, -0.2393, -0.2536, -0.2227, -0.1764, -0.1723, -0.1655, -0.1478, -0.1576, -0.1585, -0.1174, -0.1801, -0.1069, -0.1038, -0.1053, -0.0475, -0.0933, -0.079, -0.1089, -0.0718, -0.0901, -0.1407, -0.1504, -0.2427, -0.2202, -0.1579, -0.1556, -0.1341, -0.1341, -0.1107, -0.0957, -0.0994, -0.1194, -0.1477, -0.1079, -0.0715, -0.0508, -0.0083, -0.0281, -0.0932, -0.1069, -0.1256, -0.1519, -0.0653, 0.0, 0.0401, 0.0389, 0.0781, 0.0781, 0.071, 0.1074, 0.1009, 0.0737, 0.0737, 0.1866, 0.1743, 0.292, 0.2774, 0.2303, 0.2982, 0.3012, 0.2721, 0.2541, 0.2664, 0.3647, 0.3647, 0.3731, 0.4639, 0.4957, 0.5035, 0.4638, 0.5433, 0.6375, 0.6395, 0.5608, 0.647, 0.578, 0.4273, 0.4405, 0.4848, 0.4427, 0.4042, 0.5437, 0.5574, 0.5487, 0.5487, 0.504, 0.5836, 0.5701, 0.6108, 0.5837, 0.5726, 0.6139, 0.5634, 0.5514, 0.5525, 0.4284, 0.5077, 0.4937, 0.3931, 0.4646, 0.5165, 0.5751, 0.5249, 0.6031, 0.6621, 0.7369, 0.7371, 0.6714, 0.591, 0.5212, 0.488, 0.4374, 0.3373, 0.3439, 0.2111, 0.2715, 0.3845, 0.3784, 0.3784, 0.4217, 0.4211, 0.5308, 0.5864, 0.5829, 0.6054, 0.7526, 0.7171, 0.7208, 0.7127, 0.6877, 0.6913, 0.8347, 0.813, 0.8695, 0.9742, 0.898, 0.9513, 0.9464, 1.0407, 1.1695, 1.4095, 1.5088, 1.4337, 1.8107, 1.9933, 1.8851, 2.0246, 1.9206, 1.7274, 1.5651, 1.6298, 1.7549, 1.8683, 1.8265, 1.8265, 2.3718, 2.4942, 2.4758, 2.6545, 2.8972, 3.0049, 3.0631, 2.7486, 2.2518, 2.5727, 2.5223, 2.3567, 2.7481, 2.6944, 3.0948]}
{"unit_id": "quote:2011124945204764718", "ticker_idx": 0, "ts": "2026-01-13T17:15:26+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU 🔥\n\nIn 2026, the total semiconductor market is projected to approach the $1 trillion mark, with memory semiconductors emerging as a key driver in terms of both demand and profitability.", "tweet_type": "analysis", "timeline": "years", "summary": "Bullish MU: memory semis are key driver of $1T semiconductor market in 2026, backed by HBM growth and DRAM/NAND price surge.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU 🔥\n\nIn 2026, the total semiconductor market is projected to approach the $1 trillion mark, with memory semiconductors emerging as a key driver in terms of both demand and profitability.\n\nThe global semiconductor industry is entering a transitional period as market structures and value chains realign to accommodate AI infrastructure expansion.", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": 0.022890621028567315, "ret_signed_m1d": 0.022890621028567315, "alpha_spy_m1d": 0.02088710822578177, "alpha_c_m1d": 0.025112660514430396, "bench_spy_m1d": 0.0020035128027855453, "bench_c_m1d": -0.002222039485863081, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.014136550782735902, "ret_signed_p1d": -0.014136550782735902, "alpha_spy_p1d": -0.009221297879596912, "alpha_c_p1d": -0.0060145864742646715, "bench_spy_p1d": -0.004915252903138989, "bench_c_p1d": -0.00812196430847123, "ret_p1w": 0.07946653019347472, "ret_signed_p1w": 0.07946653019347472, "alpha_spy_p1w": 0.10280281547926384, "alpha_c_p1w": 0.08237814395082044, "bench_spy_p1w": -0.023336285285789127, "bench_c_p1w": -0.0029116137573457213, "ret_p1m": 0.21355694904042744, "ret_signed_p1m": 0.21355694904042744, "alpha_spy_p1m": 0.21616585826466128, "alpha_c_p1m": 0.15417452605243587, "bench_spy_p1m": -0.0026089092242338463, "bench_c_p1m": 0.05938242298799157, "ret_p3m": 0.2443932569650491, "ret_signed_p3m": 0.2443932569650491, "alpha_spy_p3m": 0.2623450076220303, "alpha_c_p3m": 0.12856559051571748, "bench_spy_p3m": -0.01795175065698118, "bench_c_p3m": 0.11582766644933162, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.4013, -0.4017, -0.3887, -0.402, -0.4133, -0.3889, -0.3525, -0.3493, -0.344, -0.33, -0.3378, -0.3385, -0.3062, -0.3554, -0.2979, -0.2954, -0.2966, -0.2512, -0.2872, -0.276, -0.2995, -0.2703, -0.2847, -0.3245, -0.3321, -0.4047, -0.387, -0.338, -0.3362, -0.3193, -0.3193, -0.3009, -0.2891, -0.292, -0.3078, -0.33, -0.2987, -0.27, -0.2538, -0.2204, -0.2359, -0.2871, -0.2979, -0.3126, -0.3333, -0.2652, -0.2139, -0.1823, -0.1833, -0.1525, -0.1525, -0.1581, -0.1294, -0.1346, -0.1559, -0.1559, -0.0672, -0.0768, 0.0157, 0.0042, -0.0329, 0.0206, 0.0229, 0.0, -0.0141, -0.0044, 0.0728, 0.0728, 0.0795, 0.1508, 0.1758, 0.1819, 0.1507, 0.2133, 0.2873, 0.2888, 0.227, 0.2948, 0.2405, 0.1221, 0.1324, 0.1673, 0.1342, 0.1039, 0.2136, 0.2243, 0.2175, 0.2175, 0.1823, 0.2449, 0.2343, 0.2663, 0.245, 0.2362, 0.2687, 0.229, 0.2196, 0.2204, 0.1229, 0.1853, 0.1743, 0.0951, 0.1514, 0.1922, 0.2383, 0.1988, 0.2603, 0.3066, 0.3654, 0.3655, 0.3139, 0.2507, 0.1958, 0.1698, 0.13, 0.0513, 0.0565, -0.0479, -0.0004, 0.0884, 0.0836, 0.0836, 0.1177, 0.1171, 0.2034, 0.2471, 0.2444, 0.2621, 0.3777, 0.3498, 0.3528, 0.3464, 0.3267, 0.3296, 0.4423, 0.4253, 0.4696, 0.552, 0.492, 0.534, 0.5301, 0.6042, 0.7055, 0.8942, 0.9722, 0.9132, 1.2096, 1.3531, 1.2681, 1.3777, 1.296, 1.144, 1.0165, 1.0674, 1.1657, 1.2548, 1.222, 1.222, 1.6506, 1.7469, 1.7324, 1.8729, 2.0637, 2.1483, 2.1941, 1.9469, 1.5563, 1.8086, 1.769, 1.6388, 1.9465, 1.9043, 2.219, 2.0201, 2.0865, 2.3551, 2.3551, 2.5841, 2.1119, 2.1119, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2022173516272197742", "ticker_idx": 0, "ts": "2026-02-13T04:58:31+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I like Micron the most", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Author's top pick is Micron among memory/storage peers; bullish conviction.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@jpgola I am sure they will benefit but I like Micron the most.", "reply_text": null, "parent_text": "@TradexWhisperer What is your take on $WDC and $STX ?  They are running hand in hand with $MU and $SNDK.", "quoted_text": null, "parent_author": "jpgola", "ret_m1d": 0.005611404838065992, "ret_signed_m1d": 0.005611404838065992, "alpha_spy_m1d": 0.006315407971609011, "alpha_c_m1d": 0.009560232132092006, "bench_spy_m1d": -0.0007040031335430186, "bench_c_m1d": -0.003948827294026014, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0, "ret_signed_p1d": 0.0, "alpha_spy_p1d": 0.0, "alpha_c_p1d": 0.0, "bench_spy_p1d": 0.0, "bench_c_p1d": 0.0, "ret_p1w": 0.04010587371587615, "ret_signed_p1w": 0.04010587371587615, "alpha_spy_p1w": 0.02884065354074128, "alpha_c_p1w": 0.022176908895146674, "bench_spy_p1w": 0.011265220175134871, "bench_c_p1w": 0.017928964820729476, "ret_p1m": 0.07321569867300393, "ret_signed_p1m": 0.07321569867300393, "alpha_spy_p1m": 0.09187349176808501, "alpha_c_p1m": 0.10706242621065709, "bench_spy_p1m": -0.018657793095081088, "bench_c_p1m": -0.033846727537653165, "ret_p3m": 0.9529892993798175, "ret_signed_p3m": 0.9529892993798175, "alpha_spy_p3m": 0.861185472706073, "alpha_c_p3m": 0.5489374494369013, "bench_spy_p3m": 0.09180382667374443, "bench_c_p3m": 0.4040518499429162, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.07321569867300393, "alpha_spy_stated": 0.09187349176808501, "alpha_c_stated": 0.10706242621065709, "price_path": [-0.4452, -0.4514, -0.511, -0.4965, -0.4563, -0.4548, -0.4409, -0.4409, -0.4258, -0.4161, -0.4185, -0.4314, -0.4496, -0.424, -0.4004, -0.3871, -0.3597, -0.3724, -0.4145, -0.4233, -0.4354, -0.4524, -0.3965, -0.3543, -0.3284, -0.3292, -0.3039, -0.3039, -0.3085, -0.2849, -0.2891, -0.3067, -0.3067, -0.2338, -0.2417, -0.1657, -0.1752, -0.2056, -0.1617, -0.1598, -0.1786, -0.1902, -0.1823, -0.1188, -0.1188, -0.1133, -0.0548, -0.0342, -0.0292, -0.0548, -0.0034, 0.0574, 0.0586, 0.0078, 0.0635, 0.0189, -0.0784, -0.0699, -0.0412, -0.0684, -0.0933, -0.0032, 0.0056, 0.0, 0.0, -0.0289, 0.0226, 0.0138, 0.0401, 0.0226, 0.0154, 0.0421, 0.0095, 0.0017, 0.0025, -0.0777, -0.0265, -0.0355, -0.1005, -0.0543, -0.0208, 0.0171, -0.0153, 0.0352, 0.0732, 0.1215, 0.1216, 0.0792, 0.0273, -0.0178, -0.0392, -0.0718, -0.1365, -0.1322, -0.218, -0.179, -0.106, -0.11, -0.11, -0.082, -0.0824, -0.0116, 0.0244, 0.0221, 0.0366, 0.1317, 0.1087, 0.1112, 0.1059, 0.0898, 0.0921, 0.1847, 0.1707, 0.2071, 0.2748, 0.2255, 0.26, 0.2568, 0.3177, 0.4009, 0.5558, 0.62, 0.5714, 0.8149, 0.9328, 0.863, 0.953, 0.8859, 0.7611, 0.6563, 0.6981, 0.7789, 0.8521, 0.8251, 0.8251, 1.1772, 1.2562, 1.2443, 1.3597, 1.5165, 1.586, 1.6236, 1.4205, 1.0997, 1.3069, 1.2744, 1.1675, 1.4202, 1.3855, 1.644, 1.4807, 1.5352, 1.7558, 1.7558, 1.9439, 1.556, 1.556, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2016991263925715413", "ticker_idx": 0, "ts": "2026-01-29T21:46:05+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Micron is about to fire on all cylinders next quarter (HBM + DRAM + NAND)", "tweet_type": "prediction", "timeline": "quarters", "summary": "Bullish MU next quarter on HBM + DRAM + NAND all contributing; SNDK blowout seen as a read-through.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$SNDK just destroyed earnings expectations\n\n EPS: $6.20 vs $3.12 estimate → ~99% beat \n\nRevenue: $3.03B vs $2.60B estimate → big beat\n\nRemember: $MU did $2.7B in NAND revenue last quarter alone.\n\nMicron is about to fire on all cylinders next quarter (HBM + DRAM + NAND). https://t.co/xcv7PEweSO", "reply_text": null, "parent_text": null, "quoted_text": "$SNDK London Stock Exchange Data Analytics Group just dropped their research on Sandisk. https://t.co/x3eb6Z671G", "parent_author": null, "ret_m1d": 0.05040017796643914, "ret_signed_m1d": 0.05040017796643914, "alpha_spy_m1d": 0.047408772040236524, "alpha_c_m1d": 0.015551623323173613, "bench_spy_m1d": 0.002991405926202617, "bench_c_m1d": 0.03484855464326553, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05524487715466231, "ret_signed_p1d": 0.05524487715466231, "alpha_spy_p1d": 0.05027365441760079, "alpha_c_p1d": 0.04406654507430008, "bench_spy_p1d": 0.00497122273706152, "bench_c_p1d": 0.01117833208036223, "ret_p1w": -0.04866466667829361, "ret_signed_p1w": -0.04866466667829361, "alpha_spy_p1w": -0.04671366880699346, "alpha_c_p1w": -0.04417847821617127, "bench_spy_p1w": -0.001950997871300153, "bench_c_p1w": -0.0044861884621223425, "ret_p1m": -0.005326777480651912, "ret_signed_p1m": -0.005326777480651912, "alpha_spy_p1m": 0.0027516589828083804, "alpha_c_p1m": -0.012589017245224876, "bench_spy_p1m": -0.008078436463460292, "bench_c_p1m": 0.007262239764572964, "ret_p3m": 0.25018759549488223, "ret_signed_p3m": 0.25018759549488223, "alpha_spy_p3m": 0.2190398195987595, "alpha_c_p3m": 0.01194837189669884, "bench_spy_p3m": 0.03114777589612272, "bench_c_p3m": 0.2382392235981834, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": 0.25018759549488223, "alpha_spy_stated": 0.2190398195987595, "alpha_c_stated": 0.01194837189669884, "price_path": [-0.4747, -0.4278, -0.4258, -0.4268, -0.3897, -0.4191, -0.4099, -0.4291, -0.4053, -0.4171, -0.4495, -0.4557, -0.5148, -0.5004, -0.4605, -0.459, -0.4452, -0.4452, -0.4302, -0.4206, -0.423, -0.4358, -0.4539, -0.4285, -0.4051, -0.3918, -0.3646, -0.3773, -0.419, -0.4278, -0.4398, -0.4566, -0.4012, -0.3593, -0.3336, -0.3344, -0.3093, -0.3093, -0.3138, -0.2905, -0.2947, -0.3121, -0.3121, -0.2397, -0.2476, -0.1722, -0.1816, -0.2118, -0.1682, -0.1663, -0.185, -0.1965, -0.1886, -0.1257, -0.1257, -0.1202, -0.0621, -0.0417, -0.0367, -0.0622, -0.0112, 0.0492, 0.0504, 0.0, 0.0552, 0.011, -0.0855, -0.0771, -0.0487, -0.0756, -0.1003, -0.0109, -0.0022, -0.0078, -0.0078, -0.0364, 0.0146, 0.006, 0.032, 0.0147, 0.0075, 0.034, 0.0016, -0.006, -0.0053, -0.0848, -0.034, -0.043, -0.1075, -0.0616, -0.0284, 0.0092, -0.023, 0.0271, 0.0649, 0.1128, 0.1129, 0.0708, 0.0193, -0.0254, -0.0466, -0.079, -0.1432, -0.139, -0.224, -0.1854, -0.113, -0.1169, -0.1169, -0.0891, -0.0895, -0.0192, 0.0164, 0.0142, 0.0286, 0.1229, 0.1001, 0.1025, 0.0973, 0.0813, 0.0836, 0.1755, 0.1616, 0.1978, 0.2649, 0.216, 0.2502, 0.2471, 0.3075, 0.39, 0.5437, 0.6074, 0.5593, 0.8008, 0.9178, 0.8485, 0.9378, 0.8712, 0.7474, 0.6434, 0.6849, 0.7651, 0.8377, 0.8109, 0.8109, 1.1603, 1.2387, 1.2269, 1.3414, 1.497, 1.5659, 1.6032, 1.4017, 1.0834, 1.289, 1.2568, 1.1506, 1.4014, 1.367, 1.6235, 1.4614, 1.5155, 1.7344, 1.7344, 1.9211, 1.5362, 1.5362, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2029292511823569204", "ticker_idx": 0, "ts": "2026-03-04T20:26:51+00:00", "symbol": "TSM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "TSMC All In", "tweet_type": "prediction", "timeline": "unspecified", "summary": "All-in long TSMC as the universal winner regardless of which AI/chip player dominates.", "resolved_tickers": ["TSM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "If $NVDA wins, $TSM wins\nIf $AVGO wins, $TSM wins\nIf $MU HBM wins, $TSM wins\nIf $SNDK HBF wins, $TSM wins\nIf $AMD AI chips win, $TSM wins\nIf $QCOM silicon win, $TSM wins\nIf $AAPL silicon win, $TSM wins\nIf hyperscalers ASIC wins, $TSM wins\n\nIs that clear enough? TSMC All In", "reply_text": null, "parent_text": null, "quoted_text": "$TSM 2 Trillion Market Cap Incoming", "parent_author": null, "ret_m1d": -0.012057950318367983, "ret_signed_m1d": -0.012057950318367983, "alpha_spy_m1d": -0.00505202366641766, "alpha_c_m1d": 0.008087397769741322, "bench_spy_m1d": -0.007005926651950323, "bench_c_m1d": -0.020145348088109305, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.010015709216860569, "ret_signed_p1d": -0.010015709216860569, "alpha_spy_p1d": -0.0044400387249527995, "alpha_c_p1d": -0.0006195680425922223, "bench_spy_p1d": -0.005575670491907769, "bench_c_p1d": -0.009396141174268346, "ret_p1w": -0.008057399358672668, "ret_signed_p1w": -0.008057399358672668, "alpha_spy_p1w": 0.004786874135680463, "alpha_c_p1w": -0.012893261664524647, "bench_spy_p1w": -0.012844273494353131, "bench_c_p1w": 0.004835862305851979, "ret_p1m": -0.04880438742421622, "ret_signed_p1m": -0.04880438742421622, "alpha_spy_p1m": -0.008652968345011058, "alpha_c_p1m": -0.03181616723977876, "bench_spy_p1m": -0.040151419079205164, "bench_c_p1m": -0.016988220184437464, "ret_p3m": 0.2221841947513794, "ret_signed_p3m": 0.2221841947513794, "alpha_spy_p3m": 0.11201309420105776, "alpha_c_p3m": -0.30076741703322285, "bench_spy_p3m": 0.11017110055032164, "bench_c_p3m": 0.5229516117846023, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.04880438742421622, "alpha_spy_stated": -0.008652968345011058, "alpha_c_stated": -0.03181616723977876, "price_path": [-0.1777, -0.1577, -0.1534, -0.1347, -0.1471, -0.183, -0.195, -0.1974, -0.2252, -0.2036, -0.1916, -0.1795, -0.1692, -0.1641, -0.1641, -0.1528, -0.1581, -0.1619, -0.1498, -0.1498, -0.1058, -0.0985, -0.084, -0.1084, -0.1103, -0.0946, -0.0718, -0.0734, -0.0849, -0.0442, -0.0421, -0.0421, -0.0847, -0.0876, -0.0841, -0.0631, -0.0692, -0.0534, -0.0424, -0.0501, -0.0752, -0.045, -0.0607, -0.0887, -0.0747, -0.024, -0.0057, 0.0125, 0.0466, 0.0298, 0.025, 0.025, 0.0189, 0.0135, 0.0083, 0.0366, 0.0353, 0.0792, 0.0847, 0.0542, 0.048, 0.0326, -0.0121, 0.0, -0.01, -0.0519, -0.0245, -0.029, -0.0081, -0.058, -0.0535, -0.0481, -0.0293, -0.0473, -0.0495, -0.0763, -0.0505, -0.037, -0.0244, -0.0851, -0.0833, -0.112, -0.0519, -0.0419, -0.0488, -0.0488, -0.0412, -0.0312, 0.0266, 0.0254, 0.0397, 0.0368, 0.0658, 0.0524, 0.0194, 0.0395, 0.0275, 0.0327, 0.087, 0.0736, 0.1291, 0.1362, 0.1007, 0.1049, 0.1112, 0.1157, 0.1267, 0.1065, 0.1769, 0.1619, 0.155, 0.135, 0.1146, 0.1217, 0.1719, 0.1344, 0.1109, 0.1015, 0.1268, 0.1423, 0.1349, 0.1349, 0.1568, 0.186, 0.192, 0.174, 0.2222, 0.2532, 0.2252, 0.2482, 0.1648, 0.1974, 0.2006, 0.1468, 0.1841, 0.1921, 0.2413, 0.1975, 0.2153, 0.2995, 0.2995, 0.3151, 0.2272, 0.2272, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:1989360229398855919", "ticker_idx": 0, "ts": "2025-11-14T15:50:13+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Micron is going to the 🌙", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish MU: GPU/ASIC HBM demand + data center DRAM/NAND demand drives the stock to the moon.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU 🔥\n\nGPUs and ASICs need HBMs\nData Center servers need DRAM and NAND\n\nMicron is going to the 🌙 https://t.co/oetjdt3fox", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": -0.04002752471581883, "ret_signed_m1d": -0.04002752471581883, "alpha_spy_m1d": -0.04019137593195388, "alpha_c_m1d": -0.03956369574421115, "bench_spy_m1d": 0.00016385121613504694, "bench_c_m1d": -0.00046382897160768266, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.019770613344314847, "ret_signed_p1d": -0.019770613344314847, "alpha_spy_p1d": -0.01045426582879938, "alpha_c_p1d": -0.006204481111795168, "bench_spy_p1d": -0.009316347515515466, "bench_c_p1d": -0.013566132232519679, "ret_p1w": -0.15986713545961473, "ret_signed_p1w": -0.15986713545961473, "alpha_spy_p1w": -0.1406687919596905, "alpha_c_p1w": -0.10522627236680637, "bench_spy_p1w": -0.01919834349992422, "bench_c_p1w": -0.054640863092808356, "ret_p1m": -0.03779927745764877, "ret_signed_p1m": -0.03779927745764877, "alpha_spy_p1m": -0.050896017816758565, "alpha_c_p1m": -0.06075708117821921, "bench_spy_p1m": 0.013096740359109793, "bench_c_p1m": 0.022957803720570436, "ret_p3m": 0.6631114114967289, "ret_signed_p3m": 0.6631114114967289, "alpha_spy_p3m": 0.6302586473386191, "alpha_c_p3m": 0.4570397509410926, "bench_spy_p3m": 0.03285276415810978, "bench_c_p3m": 0.2060716605556363, "ret_p6m": 2.2248332727832483, "ret_signed_p6m": 2.2248332727832483, "alpha_spy_p6m": 2.1183048871399484, "alpha_c_p6m": 1.5490746590701674, "bench_spy_p6m": 0.1065283856432997, "bench_c_p6m": 0.6757586137130809, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.03779927745764877, "alpha_spy_stated": -0.050896017816758565, "alpha_c_stated": -0.06075708117821921, "price_path": [-0.5058, -0.5254, -0.5312, -0.5235, -0.5286, -0.5283, -0.5232, -0.506, -0.5181, -0.5181, -0.5203, -0.5193, -0.4971, -0.4681, -0.4677, -0.4524, -0.4332, -0.3904, -0.3634, -0.3612, -0.357, -0.3522, -0.3162, -0.3411, -0.3335, -0.3262, -0.3453, -0.365, -0.3632, -0.3364, -0.3225, -0.2625, -0.256, -0.239, -0.2264, -0.2477, -0.2037, -0.2208, -0.2643, -0.219, -0.2422, -0.2224, -0.1795, -0.1801, -0.1623, -0.1804, -0.1959, -0.1625, -0.1127, -0.1083, -0.101, -0.0818, -0.0925, -0.0934, -0.0491, -0.1167, -0.0378, -0.0344, -0.0361, 0.0262, -0.0232, -0.0078, -0.04, 0.0, -0.0198, -0.0743, -0.0847, -0.1842, -0.1599, -0.0928, -0.0903, -0.0671, -0.0671, -0.0419, -0.0258, -0.0297, -0.0513, -0.0818, -0.0389, 0.0004, 0.0226, 0.0684, 0.0471, -0.0231, -0.0378, -0.058, -0.0863, 0.007, 0.0773, 0.1206, 0.1193, 0.1614, 0.1614, 0.1538, 0.1931, 0.186, 0.1568, 0.1568, 0.2784, 0.2651, 0.3919, 0.3762, 0.3254, 0.3987, 0.4018, 0.3704, 0.3511, 0.3644, 0.4702, 0.4702, 0.4793, 0.5771, 0.6114, 0.6198, 0.577, 0.6627, 0.7642, 0.7663, 0.6815, 0.7744, 0.7, 0.5377, 0.5519, 0.5997, 0.5543, 0.5128, 0.6631, 0.6778, 0.6685, 0.6685, 0.6203, 0.7061, 0.6915, 0.7354, 0.7062, 0.6942, 0.7387, 0.6843, 0.6713, 0.6726, 0.5388, 0.6243, 0.6092, 0.5008, 0.5779, 0.6338, 0.697, 0.6429, 0.7271, 0.7906, 0.8712, 0.8714, 0.8006, 0.714, 0.6388, 0.6031, 0.5486, 0.4407, 0.4478, 0.3048, 0.3698, 0.4915, 0.485, 0.485, 0.5317, 0.531, 0.6492, 0.7091, 0.7054, 0.7296, 0.8881, 0.8499, 0.8539, 0.8452, 0.8182, 0.8221, 0.9766, 0.9532, 1.0141, 1.1269, 1.0448, 1.1022, 1.0969, 1.1985, 1.3373, 1.5958, 1.7028, 1.6219, 2.0281, 2.2248]}
{"unit_id": "reply:2022812398327865802", "ticker_idx": 0, "ts": "2026-02-14T23:17:12+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I prefer MU. Also Micron is expanding significantly", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Prefers Micron over SNDK on HBM/DRAM exposure and significant expansion.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@bigpoppad66 SNDK doesn't have HBM/DRAM exposure so I prefer MU. Also Micron is expanding significantly.", "reply_text": null, "parent_text": "@TradexWhisperer Which one u think is the best pick.   SNDK or MU", "quoted_text": null, "parent_author": "bigpoppad66", "ret_m1d": 0.029716392161894145, "ret_signed_m1d": 0.029716392161894145, "alpha_spy_m1d": 0.031327276047151575, "alpha_c_m1d": 0.029201088365555794, "bench_spy_m1d": -0.0016108838852574303, "bench_c_m1d": 0.0005153037963383511, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05295418149160458, "ret_signed_p1d": 0.05295418149160458, "alpha_spy_p1d": 0.047916473941027826, "alpha_c_p1d": 0.04058644105194653, "bench_spy_p1d": 0.005037707550576753, "bench_c_p1d": 0.012367740439658048, "ret_p1w": 0.045600095918206796, "ret_signed_p1w": 0.045600095918206796, "alpha_spy_p1w": 0.039010091880888, "alpha_c_p1w": 0.017011856077951748, "bench_spy_p1w": 0.006590004037318797, "bench_c_p1w": 0.028588239840255047, "ret_p1m": 0.1549602924588891, "ret_signed_p1m": 0.1549602924588891, "alpha_spy_p1m": 0.18632881231745624, "alpha_c_p1m": 0.1889226394104414, "bench_spy_p1m": -0.031368519858567145, "bench_c_p1m": -0.033962346951552314, "ret_p3m": 0.8134083878028087, "ret_signed_p3m": 0.8134083878028087, "alpha_spy_p3m": 0.7279742124972712, "alpha_c_p3m": 0.4481903231583555, "bench_spy_p3m": 0.08543417530553743, "bench_c_p3m": 0.36521806464445317, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.1549602924588891, "alpha_spy_stated": 0.18632881231745624, "alpha_c_stated": 0.1889226394104414, "price_path": [-0.4965, -0.4815, -0.4401, -0.4386, -0.4243, -0.4243, -0.4087, -0.3988, -0.4012, -0.4145, -0.4333, -0.4069, -0.3826, -0.3689, -0.3406, -0.3538, -0.3971, -0.4062, -0.4186, -0.4361, -0.3785, -0.3351, -0.3084, -0.3092, -0.2832, -0.2832, -0.2879, -0.2637, -0.268, -0.2861, -0.2861, -0.211, -0.2192, -0.141, -0.1507, -0.182, -0.1368, -0.1348, -0.1542, -0.1662, -0.158, -0.0926, -0.0926, -0.087, -0.0267, -0.0055, -0.0003, -0.0267, 0.0262, 0.0888, 0.0901, 0.0378, 0.0951, 0.0492, -0.051, -0.0422, -0.0127, -0.0407, -0.0664, 0.0264, 0.0355, 0.0297, 0.0297, 0.0, 0.053, 0.0439, 0.071, 0.053, 0.0456, 0.0731, 0.0395, 0.0315, 0.0322, -0.0503, 0.0025, -0.0068, -0.0737, -0.0262, 0.0083, 0.0473, 0.0139, 0.0659, 0.1051, 0.1549, 0.155, 0.1113, 0.0578, 0.0114, -0.0106, -0.0442, -0.1109, -0.1065, -0.1947, -0.1546, -0.0795, -0.0835, -0.0835, -0.0547, -0.0551, 0.0178, 0.0548, 0.0525, 0.0674, 0.1653, 0.1417, 0.1442, 0.1388, 0.1221, 0.1245, 0.2199, 0.2055, 0.243, 0.3127, 0.2619, 0.2974, 0.2942, 0.3568, 0.4425, 0.6021, 0.6681, 0.6181, 0.8688, 0.9903, 0.9183, 1.011, 0.9419, 0.8134, 0.7055, 0.7485, 0.8318, 0.9071, 0.8793, 0.8793, 1.2419, 1.3233, 1.311, 1.4299, 1.5913, 1.6628, 1.7015, 1.4924, 1.1621, 1.3755, 1.342, 1.2319, 1.4921, 1.4564, 1.7226, 1.5544, 1.6105, 1.8377, 1.8377, 2.0314, 1.632, 1.632, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2026384474670596314", "ticker_idx": 0, "ts": "2026-02-24T19:51:21+00:00", "symbol": "SNDK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "That article is a bullish report for NAND makers. NAND is not a module.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Author argues the short report is actually bullish for NAND makers (SNDK, MU); module makers feel pressure, not NAND producers.", "resolved_tickers": ["SNDK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@pumacapital_ @Sammy_CT Totally misleading article. Module makers are feeling the pressure, not NAND makers. That article is a bullish report for NAND makers. NAND is not a module.", "reply_text": null, "parent_text": "@TradexWhisperer @Sammy_CT The short report on $SNDK was out earlier today, I think both $MU and $SNDK dipped last hour because of this:", "quoted_text": null, "parent_author": "EhrmantrautCap_", "ret_m1d": 0.04380437550518512, "ret_signed_m1d": 0.04380437550518512, "alpha_spy_m1d": 0.051020401270558846, "alpha_c_m1d": 0.056632306447424674, "bench_spy_m1d": -0.007216025765373724, "bench_c_m1d": -0.012827930942239552, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.009616009616965515, "ret_signed_p1d": -0.009616009616965515, "alpha_spy_p1d": -0.01805431591750395, "alpha_c_p1d": -0.02878634239821065, "bench_spy_p1d": 0.008438306300538434, "bench_c_p1d": 0.019170332781245136, "ret_p1w": -0.11449922343921226, "ret_signed_p1w": -0.11449922343921226, "alpha_spy_p1w": -0.10428623578904839, "alpha_c_p1w": -0.09440221520236358, "bench_spy_p1w": -0.010212987650163874, "bench_c_p1w": -0.02009700823684868, "ret_p1m": 0.06161117054590193, "ret_signed_p1m": 0.06161117054590193, "alpha_spy_p1m": 0.1034183960521079, "alpha_c_p1m": 0.08577002807421075, "bench_spy_p1m": -0.04180722550620597, "bench_c_p1m": -0.02415885752830882, "ret_p3m": 1.3158082693973872, "ret_signed_p3m": 1.3158082693973872, "alpha_spy_p3m": 1.2280416174989022, "alpha_c_p3m": 1.0286484310167374, "bench_spy_p3m": 0.08776665189848498, "bench_c_p3m": 0.28715983838064973, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.06161117054590193, "alpha_spy_stated": 0.1034183960521079, "alpha_c_stated": 0.08577002807421075, "price_path": [-0.6632, -0.6503, -0.6708, -0.6784, -0.6956, -0.6659, -0.6422, -0.6469, -0.6563, -0.6353, -0.6216, -0.6771, -0.6838, -0.6722, -0.6761, -0.6563, -0.6279, -0.6225, -0.6165, -0.6083, -0.6083, -0.6084, -0.6175, -0.6238, -0.6282, -0.6282, -0.5689, -0.5708, -0.4524, -0.4463, -0.4761, -0.4089, -0.3904, -0.3895, -0.3926, -0.3591, -0.3522, -0.3522, -0.2904, -0.2149, -0.2116, -0.2579, -0.2627, -0.246, -0.1737, -0.1554, -0.0975, 0.0418, 0.0893, -0.0845, -0.0976, -0.0635, -0.0863, -0.1517, -0.0614, -0.0129, -0.0187, -0.0187, -0.0751, -0.0597, -0.0273, 0.0179, 0.0438, 0.0, -0.0096, 0.021, -0.0049, -0.0304, -0.1145, -0.0618, -0.1142, -0.1741, -0.078, -0.0307, 0.0265, -0.0309, 0.0362, 0.102, 0.1279, 0.1804, 0.2092, 0.1115, 0.1002, 0.1002, 0.0616, -0.0554, -0.0355, -0.1034, -0.005, 0.0849, 0.0988, 0.0988, 0.1349, 0.1132, 0.223, 0.3337, 0.334, 0.4917, 0.4791, 0.3965, 0.44, 0.4424, 0.4299, 0.415, 0.5333, 0.4603, 0.5503, 0.6761, 0.5698, 0.6667, 0.7173, 0.859, 0.9668, 1.2025, 1.2082, 1.0985, 1.4468, 1.4237, 1.274, 1.2665, 1.1655, 1.2045, 1.0877, 1.1664, 1.1809, 1.4153, 1.3158, 1.3158, 1.4894, 1.49, 1.571, 1.6545, 1.7586, 1.688, 1.8684, 1.7559, 1.4421, 1.5716, 1.5787, 1.5735, 1.9467, 2.1011, 2.3012, 2.119, 2.0677, 2.4216, 2.4216, 2.5609, 2.0752, 2.0752, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2026384474670596314", "ticker_idx": 1, "ts": "2026-02-24T19:51:21+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "That article is a bullish report for NAND makers. NAND is not a module.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Author argues the short report is actually bullish for NAND makers (SNDK, MU); module makers feel pressure, not NAND producers.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@pumacapital_ @Sammy_CT Totally misleading article. Module makers are feeling the pressure, not NAND makers. That article is a bullish report for NAND makers. NAND is not a module.", "reply_text": null, "parent_text": "@TradexWhisperer @Sammy_CT The short report on $SNDK was out earlier today, I think both $MU and $SNDK dipped last hour because of this:", "quoted_text": null, "parent_author": "EhrmantrautCap_", "ret_m1d": 0.007081203073417308, "ret_signed_m1d": 0.007081203073417308, "alpha_spy_m1d": 0.014297228838791032, "alpha_c_m1d": 0.022063545673927654, "bench_spy_m1d": -0.007216025765373724, "bench_c_m1d": -0.014982342600510345, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.026291229659060944, "ret_signed_p1d": 0.026291229659060944, "alpha_spy_p1d": 0.01785292335852251, "alpha_c_p1d": 0.009591163004698533, "bench_spy_p1d": 0.008438306300538434, "bench_c_p1d": 0.01670006665436241, "ret_p1w": -0.09169636857635344, "ret_signed_p1w": -0.09169636857635344, "alpha_spy_p1w": -0.08148338092618956, "alpha_c_p1w": -0.024657515016824783, "bench_spy_p1w": -0.010212987650163874, "bench_c_p1w": -0.06703885355952865, "ret_p1m": -0.08593093575623012, "ret_signed_p1m": -0.08593093575623012, "alpha_spy_p1m": -0.04412371025002415, "alpha_c_p1m": -0.03788242332069569, "bench_spy_p1m": -0.04180722550620597, "bench_c_p1m": -0.04804851243553443, "ret_p3m": 0.7973624704198194, "ret_signed_p3m": 0.7973624704198194, "alpha_spy_p3m": 0.7095958185213345, "alpha_c_p3m": 0.4224221080545252, "bench_spy_p3m": 0.08776665189848498, "bench_c_p3m": 0.37494036236529427, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.08593093575623012, "alpha_spy_stated": -0.04412371025002415, "alpha_c_stated": -0.03788242332069569, "price_path": [-0.4494, -0.4345, -0.425, -0.4273, -0.44, -0.458, -0.4327, -0.4095, -0.3964, -0.3694, -0.3819, -0.4234, -0.4321, -0.444, -0.4607, -0.4056, -0.3641, -0.3386, -0.3393, -0.3145, -0.3145, -0.319, -0.2958, -0.2999, -0.3172, -0.3172, -0.2454, -0.2532, -0.1784, -0.1877, -0.2177, -0.1744, -0.1726, -0.1911, -0.2025, -0.1947, -0.1322, -0.1322, -0.1268, -0.0691, -0.0489, -0.0439, -0.0692, -0.0186, 0.0413, 0.0425, -0.0075, 0.0473, 0.0034, -0.0924, -0.084, -0.0558, -0.0826, -0.1071, -0.0183, -0.0097, -0.0152, -0.0152, -0.0436, 0.007, -0.0016, 0.0243, 0.0071, 0.0, 0.0263, -0.0059, -0.0135, -0.0128, -0.0917, -0.0412, -0.0501, -0.1141, -0.0686, -0.0356, 0.0016, -0.0303, 0.0194, 0.0569, 0.1045, 0.1046, 0.0628, 0.0117, -0.0327, -0.0538, -0.0859, -0.1496, -0.1454, -0.2298, -0.1915, -0.1196, -0.1235, -0.1235, -0.0959, -0.0963, -0.0266, 0.0088, 0.0066, 0.0209, 0.1145, 0.0919, 0.0943, 0.0891, 0.0732, 0.0755, 0.1667, 0.1529, 0.1888, 0.2554, 0.2069, 0.2408, 0.2377, 0.2977, 0.3796, 0.5322, 0.5953, 0.5476, 0.7873, 0.9035, 0.8347, 0.9233, 0.8572, 0.7343, 0.6311, 0.6723, 0.7519, 0.8239, 0.7974, 0.7974, 1.1441, 1.222, 1.2103, 1.3239, 1.4783, 1.5467, 1.5837, 1.3837, 1.0678, 1.2719, 1.2399, 1.1345, 1.3834, 1.3493, 1.6039, 1.443, 1.4967, 1.714, 1.714, 1.8992, 1.5172, 1.5172, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2016396058541359235", "ticker_idx": 0, "ts": "2026-01-28T06:20:57+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU $426 overnight but forward PE is still 12. Wild 🤯", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish MU: despite $426 price target, forward PE remains cheap at 12x.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU $426 overnight but forward PE is still 12.\n\nWild 🤯 https://t.co/JPkOH46KMQ", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": -0.05752624661698813, "ret_signed_m1d": -0.05752624661698813, "alpha_spy_m1d": -0.057626921331690895, "alpha_c_m1d": -0.03501225393071761, "bench_spy_m1d": 0.00010067471470276423, "bench_c_m1d": -0.022513992686270523, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0011716832666235355, "ret_signed_p1d": 0.0011716832666235355, "alpha_spy_p1d": 0.0031560604214573296, "alpha_c_p1d": -0.0009644666035946159, "bench_spy_p1d": -0.001984377154833794, "bench_c_p1d": 0.0021361498702181514, "ret_p1w": -0.12837713766440217, "ret_signed_p1w": -0.12837713766440217, "alpha_spy_p1w": -0.11510466326961732, "alpha_c_p1w": -0.04530579027338666, "bench_spy_p1w": -0.01327247439478485, "bench_c_p1w": -0.08307134739101552, "ret_p1m": -0.045304197873561436, "ret_signed_p1m": -0.045304197873561436, "alpha_spy_p1m": -0.03650376312820269, "alpha_c_p1m": -0.03421523389342995, "bench_spy_p1m": -0.008800434745358743, "bench_c_p1m": -0.011088963980131483, "ret_p3m": 0.2056155787512135, "ret_signed_p3m": 0.2056155787512135, "alpha_spy_p3m": 0.17440685836213077, "alpha_c_p3m": -0.009515361969254288, "bench_spy_p3m": 0.031208720389082734, "bench_c_p3m": 0.2151309407204678, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.045304197873561436, "alpha_spy_stated": -0.03650376312820269, "alpha_c_stated": -0.03421523389342995, "price_path": [-0.4861, -0.461, -0.4993, -0.4546, -0.4527, -0.4536, -0.4183, -0.4463, -0.4376, -0.4559, -0.4332, -0.4444, -0.4753, -0.4812, -0.5376, -0.5238, -0.4858, -0.4844, -0.4712, -0.4712, -0.4569, -0.4478, -0.45, -0.4623, -0.4795, -0.4552, -0.433, -0.4203, -0.3944, -0.4065, -0.4462, -0.4546, -0.4661, -0.4821, -0.4292, -0.3893, -0.3648, -0.3656, -0.3417, -0.3417, -0.346, -0.3237, -0.3277, -0.3443, -0.3443, -0.2754, -0.2829, -0.211, -0.2199, -0.2487, -0.2072, -0.2054, -0.2232, -0.2342, -0.2266, -0.1666, -0.1666, -0.1615, -0.1061, -0.0866, -0.0819, -0.1061, -0.0575, 0.0, 0.0012, -0.0469, 0.0058, -0.0364, -0.1284, -0.1204, -0.0933, -0.119, -0.1425, -0.0573, -0.049, -0.0543, -0.0543, -0.0816, -0.0329, -0.0412, -0.0163, -0.0329, -0.0397, -0.0144, -0.0453, -0.0526, -0.0519, -0.1277, -0.0793, -0.0878, -0.1493, -0.1056, -0.0739, -0.0381, -0.0688, -0.021, 0.015, 0.0607, 0.0608, 0.0207, -0.0284, -0.0711, -0.0913, -0.1222, -0.1834, -0.1793, -0.2604, -0.2235, -0.1546, -0.1583, -0.1583, -0.1318, -0.1322, -0.0652, -0.0312, -0.0333, -0.0196, 0.0702, 0.0486, 0.0509, 0.0459, 0.0306, 0.0328, 0.1204, 0.1072, 0.1416, 0.2056, 0.159, 0.1916, 0.1886, 0.2462, 0.3249, 0.4714, 0.532, 0.4862, 0.7164, 0.8279, 0.7619, 0.847, 0.7835, 0.6655, 0.5664, 0.6059, 0.6824, 0.7516, 0.7261, 0.7261, 1.059, 1.1338, 1.1226, 1.2317, 1.3799, 1.4457, 1.4812, 1.2891, 0.9858, 1.1818, 1.151, 1.0498, 1.2888, 1.2561, 1.5006, 1.3461, 1.3976, 1.6063, 1.6063, 1.7842, 1.4173, 1.4173, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2025716568450371585", "ticker_idx": 0, "ts": "2026-02-22T23:37:20+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Operating at full capacity. Yet the demand far outstrips the supply and the imbalance is getting larger every day.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish MU and Korean equities ETF on widening demand-supply imbalance in semiconductors driven by robotics buildout.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU $EWY Operating at full capacity. Yet the demand far outstrips the supply and the imbalance is getting larger every day.\n\n“In 10 years, we will have one robot per person, and these robots will require a huge amount of semiconductors” -Donga News https://t.co/mBVT4Wgi07", "reply_text": null, "parent_text": null, "quoted_text": "$MU Ignore the FUD. Fundamentals Only.\n\n260+ Weekly Smart Candle Alerts. Free Trial:\nhttps://t.co/UOnxsgc8Ii https://t.co/lVjXUa3CH1", "parent_author": null, "ret_m1d": 0.017103317512722427, "ret_signed_m1d": 0.017103317512722427, "alpha_spy_m1d": 0.006786603733236696, "alpha_c_m1d": 0.011896008195104502, "bench_spy_m1d": 0.010316713779485731, "bench_c_m1d": 0.005207309317617925, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.007031412215625532, "ret_signed_p1d": -0.007031412215625532, "alpha_spy_p1d": -0.014299887485823892, "alpha_c_p1d": -0.022241639654659084, "bench_spy_p1d": 0.00726847527019836, "bench_c_p1d": 0.015210227439033552, "ret_p1w": -0.019716354573246386, "ret_signed_p1w": -0.019716354573246386, "alpha_spy_p1w": -0.025563397561591872, "alpha_c_p1w": -0.003997525476116648, "bench_spy_p1w": 0.0058470429883454855, "bench_c_p1w": -0.01571882909712974, "ret_p1m": -0.06043186692613789, "ret_signed_p1m": -0.06043186692613789, "alpha_spy_p1m": -0.02024052746629479, "alpha_c_p1m": -0.01613326120868952, "bench_spy_p1m": -0.0401913394598431, "bench_c_p1m": -0.04429860571744837, "ret_p3m": 0.811103166517908, "ret_signed_p3m": 0.811103166517908, "alpha_spy_p3m": 0.7197209324252396, "alpha_c_p3m": 0.4356914290471299, "bench_spy_p3m": 0.09138223409266844, "bench_c_p3m": 0.37541173747077816, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.06043186692613789, "alpha_spy_stated": -0.02024052746629479, "alpha_c_stated": -0.01613326120868952, "price_path": [-0.4532, -0.4532, -0.4385, -0.429, -0.4313, -0.444, -0.4618, -0.4367, -0.4137, -0.4006, -0.3738, -0.3863, -0.4274, -0.4361, -0.4479, -0.4645, -0.4098, -0.3686, -0.3432, -0.344, -0.3193, -0.3193, -0.3238, -0.3007, -0.3049, -0.322, -0.322, -0.2507, -0.2585, -0.1842, -0.1934, -0.2232, -0.1803, -0.1784, -0.1968, -0.2081, -0.2003, -0.1383, -0.1383, -0.133, -0.0757, -0.0556, -0.0506, -0.0757, -0.0255, 0.034, 0.0352, -0.0145, 0.04, -0.0036, -0.0987, -0.0905, -0.0624, -0.089, -0.1134, -0.0253, -0.0166, -0.0221, -0.0221, -0.0503, -0.0, -0.0086, 0.0171, 0.0, -0.007, 0.0191, -0.0129, -0.0204, -0.0197, -0.0981, -0.048, -0.0568, -0.1204, -0.0752, -0.0424, -0.0054, -0.0371, 0.0123, 0.0495, 0.0967, 0.0968, 0.0553, 0.0046, -0.0395, -0.0604, -0.0924, -0.1556, -0.1514, -0.2353, -0.1971, -0.1258, -0.1296, -0.1296, -0.1023, -0.1027, -0.0334, 0.0017, -0.0005, 0.0137, 0.1066, 0.0842, 0.0866, 0.0815, 0.0657, 0.0679, 0.1585, 0.1448, 0.1804, 0.2466, 0.1984, 0.2321, 0.229, 0.2885, 0.3699, 0.5214, 0.5841, 0.5367, 0.7748, 0.8901, 0.8217, 0.9098, 0.8442, 0.7221, 0.6197, 0.6605, 0.7395, 0.8111, 0.7847, 0.7847, 1.129, 1.2063, 1.1947, 1.3075, 1.4608, 1.5288, 1.5656, 1.367, 1.0533, 1.2559, 1.2241, 1.1195, 1.3666, 1.3328, 1.5856, 1.4258, 1.4791, 1.6949, 1.6949, 1.8788, 1.4995, 1.4995, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2025716568450371585", "ticker_idx": 1, "ts": "2026-02-22T23:37:20+00:00", "symbol": "EWY", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU $EWY Operating at full capacity. Yet the demand far outstrips the supply and the imbalance is getting larger every day.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish MU and Korean equities ETF on widening demand-supply imbalance in semiconductors driven by robotics buildout.", "resolved_tickers": ["EWY"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "quote", "lang": "en", "tweet_text": "$MU $EWY Operating at full capacity. Yet the demand far outstrips the supply and the imbalance is getting larger every day.\n\n“In 10 years, we will have one robot per person, and these robots will require a huge amount of semiconductors” -Donga News https://t.co/mBVT4Wgi07", "reply_text": null, "parent_text": null, "quoted_text": "$MU Ignore the FUD. Fundamentals Only.\n\n260+ Weekly Smart Candle Alerts. Free Trial:\nhttps://t.co/UOnxsgc8Ii https://t.co/lVjXUa3CH1", "parent_author": null, "ret_m1d": 0.018521190054074044, "ret_signed_m1d": 0.018521190054074044, "alpha_spy_m1d": 0.008204476274588313, "alpha_c_m1d": 0.008204476274588313, "bench_spy_m1d": 0.010316713779485731, "bench_c_m1d": 0.010316713779485731, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.037688441385384186, "ret_signed_p1d": 0.037688441385384186, "alpha_spy_p1d": 0.030419966115185826, "alpha_c_p1d": 0.030419966115185826, "bench_spy_p1d": 0.00726847527019836, "bench_c_p1d": 0.00726847527019836, "ret_p1w": 0.05915283599321519, "ret_signed_p1w": 0.05915283599321519, "alpha_spy_p1w": 0.053305793004869706, "alpha_c_p1w": 0.053305793004869706, "bench_spy_p1w": 0.0058470429883454855, "bench_c_p1w": 0.0058470429883454855, "ret_p1m": -0.0757358422155805, "ret_signed_p1m": -0.0757358422155805, "alpha_spy_p1m": -0.035544502755737395, "alpha_c_p1m": -0.035544502755737395, "bench_spy_p1m": -0.0401913394598431, "bench_c_p1m": -0.0401913394598431, "ret_p3m": 0.33826269981975354, "ret_signed_p3m": 0.33826269981975354, "alpha_spy_p3m": 0.2468804657270851, "alpha_c_p3m": 0.2468804657270851, "bench_spy_p3m": 0.09138223409266844, "bench_c_p3m": 0.09138223409266844, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.0757358422155805, "alpha_spy_stated": -0.035544502755737395, "alpha_c_stated": -0.035544502755737395, "price_path": [-0.3572, -0.3572, -0.362, -0.3638, -0.3536, -0.347, -0.355, -0.3379, -0.3325, -0.329, -0.3207, -0.3333, -0.3494, -0.3489, -0.3574, -0.3641, -0.3534, -0.3443, -0.3413, -0.3345, -0.3209, -0.3209, -0.312, -0.2913, -0.292, -0.3021, -0.3021, -0.2662, -0.2475, -0.2275, -0.2317, -0.2348, -0.2183, -0.218, -0.228, -0.2129, -0.2028, -0.1944, -0.1944, -0.2034, -0.1697, -0.1673, -0.1531, -0.1578, -0.1192, -0.0986, -0.1062, -0.1212, -0.1319, -0.1075, -0.1367, -0.137, -0.1047, -0.0951, -0.1066, -0.0625, -0.061, -0.0383, -0.0383, -0.0619, -0.0457, -0.0294, 0.0185, 0.0, 0.0377, 0.0688, 0.0798, 0.0866, 0.0592, -0.05, -0.0354, -0.0973, -0.0902, -0.0388, -0.0646, -0.0463, -0.1134, -0.1088, -0.0445, -0.035, -0.0533, -0.0322, -0.0971, -0.0394, -0.0757, -0.083, -0.1386, -0.1315, -0.1642, -0.1169, -0.0939, -0.1179, -0.1179, -0.0959, -0.0869, 0.0055, -0.0001, -0.0041, 0.0139, 0.053, 0.0403, 0.0587, 0.0935, 0.0775, 0.0538, 0.1184, 0.081, 0.1096, 0.1251, 0.1082, 0.1052, 0.1541, 0.163, 0.1744, 0.2453, 0.3064, 0.2688, 0.3654, 0.3844, 0.2814, 0.3541, 0.3677, 0.284, 0.2642, 0.2492, 0.293, 0.3383, 0.3067, 0.3067, 0.4404, 0.4235, 0.4818, 0.4776, 0.5556, 0.5401, 0.5288, 0.4642, 0.2576, 0.3327, 0.3212, 0.281, 0.4281, 0.4174, 0.5179, 0.4782, 0.4722, 0.5736, 0.5736, 0.5723, 0.3798, 0.3798, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
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{"unit_id": "quote:2014751783219036323", "ticker_idx": 0, "ts": "2026-01-23T17:27:12+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU Micron Technology stock price target raised to $500 from $350 at HSBC 🔥", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Shares/endorses HSBC raising MU PT to $500 from $350 on DRAM price rally.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU Micron Technology stock price target raised to $500 from $350 at HSBC 🔥\n\nThe firm cited the rapid rally in DRAM prices as a key factor behind Micron’s 92% share price increase over the past three months, compared to the NASDAQ’s 1% gain during the same period https://t.co/X7JVqBNPiA", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": -0.005179587344212089, "ret_signed_m1d": -0.005179587344212089, "alpha_spy_m1d": -0.004816983684345577, "alpha_c_m1d": -0.012003079586748844, "bench_spy_m1d": -0.00036260365986651166, "bench_c_m1d": 0.006823492242536755, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.02642313749672276, "ret_signed_p1d": -0.02642313749672276, "alpha_spy_p1d": -0.03150136925859548, "alpha_c_p1d": -0.023248879141611778, "bench_spy_p1d": 0.00507823176187272, "bench_c_p1d": -0.0031742583551109815, "ret_p1w": 0.03810833910353928, "ret_signed_p1w": 0.03810833910353928, "alpha_spy_p1w": 0.03413278569450395, "alpha_c_p1w": 0.029685246429306478, "bench_spy_p1w": 0.003975553409035326, "bench_c_p1w": 0.008423092674232802, "ret_p1m": 0.05334672448891653, "ret_signed_p1m": 0.05334672448891653, "alpha_spy_p1m": 0.06327074063826688, "alpha_c_p1m": 0.021378895595438596, "bench_spy_p1m": -0.009924016149350345, "bench_c_p1m": 0.031967828893477934, "ret_p3m": 0.22027974752471913, "ret_signed_p3m": 0.22027974752471913, "alpha_spy_p3m": 0.18557084089983533, "alpha_c_p3m": 0.0284729267174193, "bench_spy_p3m": 0.034708906624883795, "bench_c_p3m": 0.19180682080729983, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.05334672448891653, "alpha_spy_stated": 0.06327074063826688, "alpha_c_stated": 0.021378895595438596, "price_path": [-0.445, -0.4332, -0.4397, -0.4403, -0.413, -0.4547, -0.406, -0.4039, -0.4049, -0.3665, -0.3969, -0.3875, -0.4073, -0.3826, -0.3948, -0.4285, -0.4349, -0.4963, -0.4813, -0.4399, -0.4384, -0.4241, -0.4241, -0.4085, -0.3986, -0.401, -0.4143, -0.4331, -0.4067, -0.3824, -0.3687, -0.3404, -0.3535, -0.3969, -0.406, -0.4185, -0.4359, -0.3783, -0.3349, -0.3082, -0.309, -0.283, -0.283, -0.2877, -0.2634, -0.2678, -0.2859, -0.2859, -0.2108, -0.2189, -0.1407, -0.1504, -0.1817, -0.1365, -0.1346, -0.1539, -0.1659, -0.1577, -0.0923, -0.0923, -0.0867, -0.0264, -0.0052, 0.0, -0.0264, 0.0265, 0.0892, 0.0904, 0.0381, 0.0955, 0.0495, -0.0507, -0.0419, -0.0124, -0.0404, -0.0661, 0.0267, 0.0358, 0.0301, 0.0301, 0.0003, 0.0533, 0.0443, 0.0714, 0.0533, 0.0459, 0.0734, 0.0398, 0.0318, 0.0326, -0.05, 0.0028, -0.0065, -0.0734, -0.0258, 0.0087, 0.0476, 0.0143, 0.0663, 0.1055, 0.1552, 0.1553, 0.1116, 0.0582, 0.0118, -0.0103, -0.0439, -0.1106, -0.1062, -0.1945, -0.1543, -0.0792, -0.0832, -0.0832, -0.0544, -0.0548, 0.0181, 0.0551, 0.0528, 0.0678, 0.1657, 0.1421, 0.1446, 0.1391, 0.1225, 0.1249, 0.2203, 0.2059, 0.2434, 0.3131, 0.2624, 0.2978, 0.2946, 0.3573, 0.443, 0.6026, 0.6686, 0.6187, 0.8694, 0.9909, 0.9189, 1.0117, 0.9425, 0.814, 0.7061, 0.7491, 0.8323, 0.9077, 0.8799, 0.8799, 1.2426, 1.324, 1.3118, 1.4306, 1.5921, 1.6637, 1.7024, 1.4932, 1.1628, 1.3763, 1.3428, 1.2326, 1.4929, 1.4572, 1.7235, 1.5552, 1.6114, 1.8386, 1.8386, 2.0324, 1.6328, 1.6328, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2026171305956131188", "ticker_idx": 0, "ts": "2026-02-24T05:44:18+00:00", "symbol": "TSM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "With the onset of AI, this could turn into multi-decade boom, boom and BOOM!", "tweet_type": "prediction", "timeline": "years", "summary": "Long TSMC: Q1 guided to ATH revenue despite seasonal weakness, AI onset could extend cycle into a multi-decade boom.", "resolved_tickers": ["TSM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$TSM Quarterly Revenue. Last 10 years.\n\nQ1 is historically the weakest quarter (revenue dip), yet they guided to all-time high revenue. Last occurrence sparked a multi-year boom.  \n\nWith the onset of AI, this could turn into multi-decade boom, boom and BOOM! https://t.co/y6jJH78XLn", "reply_text": null, "parent_text": null, "quoted_text": "$TSM feels safer than an index fund right now. It's now my 2nd biggest position after $MU\n\nAI is eating everything and TSMC is the kitchen where all the AI chips are cooked, Nvidia, AMD, Broadcom, hyperscalers\n\nOne stock = One broad exposure to the biggest trend of our lifetime", "parent_author": null, "ret_m1d": -0.04072590299912793, "ret_signed_m1d": -0.04072590299912793, "alpha_spy_m1d": -0.033509877233754204, "alpha_c_m1d": -0.025743560398617582, "bench_spy_m1d": -0.007216025765373724, "bench_c_m1d": -0.014982342600510345, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.005132844263062264, "ret_signed_p1d": 0.005132844263062264, "alpha_spy_p1d": -0.00330546203747617, "alpha_c_p1d": -0.011567222391300147, "bench_spy_p1d": 0.008438306300538434, "bench_c_p1d": 0.01670006665436241, "ret_p1w": -0.08456250985563829, "ret_signed_p1w": -0.08456250985563829, "alpha_spy_p1w": -0.07434952220547442, "alpha_c_p1w": -0.017523656296109635, "bench_spy_p1w": -0.010212987650163874, "bench_c_p1w": -0.06703885355952865, "ret_p1m": -0.09596916619570328, "ret_signed_p1m": -0.09596916619570328, "alpha_spy_p1m": -0.05416194068949731, "alpha_c_p1m": -0.04792065376016885, "bench_spy_p1m": -0.04180722550620597, "bench_c_p1m": -0.04804851243553443, "ret_p3m": 0.05161336649996673, "ret_signed_p3m": 0.05161336649996673, "alpha_spy_p3m": -0.03615328539851825, "alpha_c_p3m": -0.32332699586532754, "bench_spy_p3m": 0.08776665189848498, "bench_c_p3m": 0.37494036236529427, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.2503, -0.2463, -0.2562, -0.2448, -0.2362, -0.2427, -0.238, -0.2196, -0.2156, -0.1982, -0.2097, -0.2429, -0.2541, -0.2563, -0.282, -0.262, -0.2509, -0.2397, -0.2302, -0.2254, -0.2254, -0.2149, -0.2199, -0.2234, -0.2122, -0.2122, -0.1715, -0.1646, -0.1512, -0.1739, -0.1756, -0.161, -0.1399, -0.1414, -0.152, -0.1143, -0.1124, -0.1124, -0.1519, -0.1546, -0.1513, -0.1319, -0.1375, -0.1229, -0.1126, -0.1198, -0.1431, -0.1151, -0.1296, -0.1556, -0.1426, -0.0957, -0.0787, -0.0618, -0.0302, -0.0458, -0.0503, -0.0503, -0.0559, -0.0609, -0.0657, -0.0394, -0.0407, 0.0, 0.0051, -0.0232, -0.029, -0.0431, -0.0846, -0.0734, -0.0827, -0.1215, -0.096, -0.1002, -0.0809, -0.1271, -0.123, -0.118, -0.1006, -0.1172, -0.1193, -0.1441, -0.1201, -0.1077, -0.096, -0.1522, -0.1506, -0.1772, -0.1214, -0.1122, -0.1186, -0.1186, -0.1115, -0.1023, -0.0488, -0.0499, -0.0366, -0.0392, -0.0124, -0.0249, -0.0554, -0.0368, -0.0479, -0.0431, 0.0072, -0.0052, 0.0463, 0.0528, 0.0199, 0.0238, 0.0296, 0.0338, 0.044, 0.0253, 0.0906, 0.0766, 0.0702, 0.0517, 0.0328, 0.0393, 0.0859, 0.0512, 0.0293, 0.0207, 0.0441, 0.0585, 0.0516, 0.0516, 0.0719, 0.099, 0.1045, 0.0878, 0.1325, 0.1612, 0.1352, 0.1566, 0.0793, 0.1095, 0.1124, 0.0626, 0.0972, 0.1047, 0.1502, 0.1096, 0.1261, 0.2042, 0.2042, 0.2186, 0.1371, 0.1371, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2031248256144187439", "ticker_idx": 0, "ts": "2026-03-10T05:58:17+00:00", "symbol": "TSM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The month-to-month noise doesn't matter. Zoom out: 2023: NT$2.16T 2024: NT$2.89T (+34% YoY) 2025: NT$3.81T (+32% YoY) 2026 YTD: On track", "tweet_type": "analysis", "timeline": "quarters", "summary": "Bullish TSM: sustained 30%+ YoY revenue growth trajectory through 2026, accelerating fab buildout confirms durable uptrend.", "resolved_tickers": ["TSM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$TSM Monthly Revenue: 2023 - 2026\n\nThe month-to-month noise doesn't matter. Zoom out:\n\n📈 2023: NT$2.16T\n📈 2024: NT$2.89T  (+34% YoY)\n📈 2025: NT$3.81T  (+32% YoY)\n📈 2026 YTD: On track https://t.co/ZHHFmPvh5p", "reply_text": null, "parent_text": null, "quoted_text": "$TSM $NVDA $MU \"TSMC accelerates fab construction with up to 10 facilities targeted for 2026\" (Liberty Times Supply Chain sources)\n\nAI Party Just Started https://t.co/B3hNRhUYNU", "parent_author": null, "ret_m1d": 0.00463862580865082, "ret_signed_m1d": 0.00463862580865082, "alpha_spy_m1d": 0.003029023576301748, "alpha_c_m1d": 0.012088331481796, "bench_spy_m1d": 0.0016096022323490722, "bench_c_m1d": -0.007449705673145179, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.021521717785143224, "ret_signed_p1d": 0.021521717785143224, "alpha_spy_p1d": 0.022776852333808995, "alpha_c_p1d": 0.012209528088737542, "bench_spy_p1d": -0.0012551345486657706, "bench_c_p1d": 0.009312189696405682, "ret_p1w": -0.0003892182307910774, "ret_signed_p1w": -0.0003892182307910774, "alpha_spy_p1w": 0.009047034081698269, "alpha_c_p1w": 0.0007432955604157465, "bench_spy_p1w": -0.009436252312489346, "bench_c_p1w": -0.001132513791206824, "ret_p1m": 0.05716390886460432, "ret_signed_p1m": 0.05716390886460432, "alpha_spy_p1m": 0.0561652922127962, "alpha_c_p1m": -0.007241063627484445, "bench_spy_p1m": 0.0009986166518081152, "bench_c_p1m": 0.06440497249208876, "ret_p3m": 0.19951561596745693, "ret_signed_p3m": 0.19951561596745693, "alpha_spy_p3m": 0.10739198394586857, "alpha_c_p3m": -0.23428002416551386, "bench_spy_p3m": 0.09212363202158835, "bench_c_p3m": 0.4337956401329708, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": 0.19951561596745693, "alpha_spy_stated": 0.10739198394586857, "alpha_c_stated": -0.23428002416551386, "price_path": [-0.1217, -0.1586, -0.171, -0.1735, -0.2021, -0.1798, -0.1675, -0.155, -0.1445, -0.1391, -0.1391, -0.1275, -0.133, -0.1369, -0.1245, -0.1245, -0.0792, -0.0716, -0.0566, -0.0819, -0.0838, -0.0676, -0.0441, -0.0458, -0.0576, -0.0157, -0.0135, -0.0135, -0.0574, -0.0604, -0.0568, -0.0352, -0.0414, -0.0252, -0.0138, -0.0217, -0.0476, -0.0165, -0.0327, -0.0615, -0.0471, 0.0051, 0.024, 0.0427, 0.0778, 0.0605, 0.0555, 0.0555, 0.0493, 0.0437, 0.0383, 0.0676, 0.0661, 0.1114, 0.1171, 0.0856, 0.0792, 0.0634, 0.0174, 0.0298, 0.0195, -0.0236, 0.0046, 0.0, 0.0215, -0.0299, -0.0253, -0.0198, -0.0004, -0.0189, -0.0212, -0.0488, -0.0221, -0.0083, 0.0047, -0.0578, -0.056, -0.0856, -0.0236, -0.0134, -0.0204, -0.0204, -0.0126, -0.0023, 0.0572, 0.056, 0.0707, 0.0678, 0.0976, 0.0837, 0.0498, 0.0705, 0.0581, 0.0635, 0.1194, 0.1056, 0.1628, 0.1701, 0.1336, 0.1379, 0.1443, 0.149, 0.1603, 0.1395, 0.212, 0.1966, 0.1894, 0.1688, 0.1478, 0.1551, 0.2069, 0.1683, 0.144, 0.1343, 0.1604, 0.1763, 0.1687, 0.1687, 0.1913, 0.2214, 0.2275, 0.209, 0.2586, 0.2906, 0.2617, 0.2855, 0.1995, 0.2331, 0.2364, 0.181, 0.2194, 0.2277, 0.2783, 0.2332, 0.2515, 0.3383, 0.3383, 0.3544, 0.2638, 0.2638, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2003189286477365293", "ticker_idx": 0, "ts": "2025-12-22T19:41:58+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU HBM AI Memory = Paradigm Shift", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish MU on HBM AI memory as a paradigm shift, supported by 50% sequential HBM growth and low forward multiples.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "in", "tweet_text": "$MU HBM AI Memory = Paradigm Shift https://t.co/j9R6KigjWw", "reply_text": null, "parent_text": null, "quoted_text": "Here's the P/E and P/S Ratio of $MU that enables AI GPUs with super fast High Bandwith Memory Cubes. Their HBM sales grew 50% sequentially and DRAM/NAND prices have bottomed. Micron intends to take at least 27% of the whole HBM market.\n\nForward P/E ratio: 10.41\nForward P/S ratio https://t.co/TSLBx04ENf", "parent_author": null, "ret_m1d": -0.03857688692939154, "ret_signed_m1d": -0.03857688692939154, "alpha_spy_m1d": -0.03238565325037057, "alpha_c_m1d": -0.025857920980627447, "bench_spy_m1d": -0.006191233679020969, "bench_c_m1d": -0.012718965948764094, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0011569333679481986, "ret_signed_p1d": -0.0011569333679481986, "alpha_spy_p1d": -0.005727425715278844, "alpha_c_p1d": -0.010776036336136885, "bench_spy_p1d": 0.004570492347330646, "bench_c_p1d": 0.009619102968188686, "ret_p1w": 0.06471284763628149, "ret_signed_p1w": 0.06471284763628149, "alpha_spy_p1w": 0.060303004811186556, "alpha_c_p1w": 0.05217467945448262, "bench_spy_p1w": 0.004409842825094934, "bench_c_p1w": 0.01253816818179887, "ret_p1m": 0.3201759263113946, "ret_signed_p1m": 0.3201759263113946, "alpha_spy_p1m": 0.33076248791166096, "alpha_c_p1m": 0.23485482150214, "bench_spy_p1m": -0.010586561600266386, "bench_c_p1m": 0.08532110480925459, "ret_p3m": 0.6068891257649625, "ret_signed_p3m": 0.6068891257649625, "alpha_spy_p3m": 0.6434383704434135, "alpha_c_p3m": 0.5089741965866124, "bench_spy_p3m": -0.036549244678451, "bench_c_p3m": 0.0979149291783501, "ret_p6m": 2.6935585302606486, "ret_signed_p6m": 2.6935585302606486, "alpha_spy_p6m": 2.5949220531604182, "alpha_c_p6m": 1.9810203620788498, "bench_spy_p6m": 0.09863647710023038, "bench_c_p6m": 0.7125381681817988, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.3201759263113946, "alpha_spy_stated": 0.33076248791166096, "alpha_c_stated": 0.23485482150214, "price_path": [-0.4157, -0.4333, -0.4318, -0.4078, -0.3954, -0.3419, -0.3361, -0.3209, -0.3096, -0.3286, -0.2894, -0.3046, -0.3434, -0.303, -0.3237, -0.306, -0.2678, -0.2683, -0.2524, -0.2686, -0.2824, -0.2526, -0.2081, -0.2042, -0.1977, -0.1806, -0.1901, -0.191, -0.1515, -0.2117, -0.1413, -0.1383, -0.1398, -0.0842, -0.1283, -0.1146, -0.1433, -0.1076, -0.1252, -0.1739, -0.1832, -0.272, -0.2503, -0.1904, -0.1882, -0.1675, -0.1675, -0.145, -0.1306, -0.1341, -0.1534, -0.1806, -0.1423, -0.1073, -0.0874, -0.0466, -0.0655, -0.1282, -0.1413, -0.1594, -0.1846, -0.1014, -0.0386, 0.0, -0.0012, 0.0365, 0.0365, 0.0296, 0.0647, 0.0584, 0.0323, 0.0323, 0.1408, 0.129, 0.2422, 0.2281, 0.1828, 0.2482, 0.251, 0.223, 0.2057, 0.2176, 0.312, 0.312, 0.3202, 0.4074, 0.438, 0.4455, 0.4073, 0.4838, 0.5744, 0.5762, 0.5006, 0.5835, 0.5171, 0.3723, 0.3849, 0.4276, 0.3871, 0.35, 0.4842, 0.4973, 0.4889, 0.4889, 0.446, 0.5225, 0.5095, 0.5487, 0.5226, 0.5119, 0.5517, 0.503, 0.4915, 0.4926, 0.3733, 0.4496, 0.4361, 0.3393, 0.4081, 0.458, 0.5144, 0.4661, 0.5413, 0.598, 0.6699, 0.67, 0.6069, 0.5296, 0.4625, 0.4306, 0.382, 0.2857, 0.292, 0.1644, 0.2225, 0.331, 0.3252, 0.3252, 0.3669, 0.3663, 0.4717, 0.5252, 0.5219, 0.5435, 0.685, 0.6508, 0.6545, 0.6466, 0.6226, 0.6261, 0.7639, 0.7431, 0.7974, 0.8981, 0.8247, 0.876, 0.8713, 0.962, 1.0858, 1.3165, 1.412, 1.3398, 1.7023, 1.8779, 1.7738, 1.9079, 1.8079, 1.6221, 1.4661, 1.5283, 1.6487, 1.7576, 1.7174, 1.7174, 2.2417, 2.3594, 2.3417, 2.5135, 2.7469, 2.8504, 2.9064, 2.604, 2.1264, 2.4349, 2.3865, 2.2272, 2.6035, 2.5519, 2.9368, 2.6936]}
{"unit_id": "reply:2022912151640510723", "ticker_idx": 0, "ts": "2026-02-15T05:53:35+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Micron has more chance to expand its market share as it currently holds the smallest share among 3 and has the back of the US government", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish MU near-term on smallest share base among memory trio plus US government backing driving share gains.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@Jason73821 Current shortage is out of proportion. All memory companies will do well. I think Micron has more chance to expand its market share as it currently holds the smallest share among 3 and has the back of the US government.", "reply_text": null, "parent_text": "@TradexWhisperer how do you see $Samsung stocks performing compared to $MU, in near term? Samsung does have larger capacity and a foundry upside, doesn't it?", "quoted_text": null, "parent_author": "Jason73821", "ret_m1d": 0.029716392161894145, "ret_signed_m1d": 0.029716392161894145, "alpha_spy_m1d": 0.031327276047151575, "alpha_c_m1d": 0.029201088365555794, "bench_spy_m1d": -0.0016108838852574303, "bench_c_m1d": 0.0005153037963383511, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05295418149160458, "ret_signed_p1d": 0.05295418149160458, "alpha_spy_p1d": 0.047916473941027826, "alpha_c_p1d": 0.04058644105194653, "bench_spy_p1d": 0.005037707550576753, "bench_c_p1d": 0.012367740439658048, "ret_p1w": 0.045600095918206796, "ret_signed_p1w": 0.045600095918206796, "alpha_spy_p1w": 0.039010091880888, "alpha_c_p1w": 0.017011856077951748, "bench_spy_p1w": 0.006590004037318797, "bench_c_p1w": 0.028588239840255047, "ret_p1m": 0.1549602924588891, "ret_signed_p1m": 0.1549602924588891, "alpha_spy_p1m": 0.18632881231745624, "alpha_c_p1m": 0.1889226394104414, "bench_spy_p1m": -0.031368519858567145, "bench_c_p1m": -0.033962346951552314, "ret_p3m": 0.8134083878028087, "ret_signed_p3m": 0.8134083878028087, "alpha_spy_p3m": 0.7279742124972712, "alpha_c_p3m": 0.4481903231583555, "bench_spy_p3m": 0.08543417530553743, "bench_c_p3m": 0.36521806464445317, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.1549602924588891, "alpha_spy_stated": 0.18632881231745624, "alpha_c_stated": 0.1889226394104414, "price_path": [-0.4965, -0.4815, -0.4401, -0.4386, -0.4243, -0.4243, -0.4087, -0.3988, -0.4012, -0.4145, -0.4333, -0.4069, -0.3826, -0.3689, -0.3406, -0.3538, -0.3971, -0.4062, -0.4186, -0.4361, -0.3785, -0.3351, -0.3084, -0.3092, -0.2832, -0.2832, -0.2879, -0.2637, -0.268, -0.2861, -0.2861, -0.211, -0.2192, -0.141, -0.1507, -0.182, -0.1368, -0.1348, -0.1542, -0.1662, -0.158, -0.0926, -0.0926, -0.087, -0.0267, -0.0055, -0.0003, -0.0267, 0.0262, 0.0888, 0.0901, 0.0378, 0.0951, 0.0492, -0.051, -0.0422, -0.0127, -0.0407, -0.0664, 0.0264, 0.0355, 0.0297, 0.0297, 0.0, 0.053, 0.0439, 0.071, 0.053, 0.0456, 0.0731, 0.0395, 0.0315, 0.0322, -0.0503, 0.0025, -0.0068, -0.0737, -0.0262, 0.0083, 0.0473, 0.0139, 0.0659, 0.1051, 0.1549, 0.155, 0.1113, 0.0578, 0.0114, -0.0106, -0.0442, -0.1109, -0.1065, -0.1947, -0.1546, -0.0795, -0.0835, -0.0835, -0.0547, -0.0551, 0.0178, 0.0548, 0.0525, 0.0674, 0.1653, 0.1417, 0.1442, 0.1388, 0.1221, 0.1245, 0.2199, 0.2055, 0.243, 0.3127, 0.2619, 0.2974, 0.2942, 0.3568, 0.4425, 0.6021, 0.6681, 0.6181, 0.8688, 0.9903, 0.9183, 1.011, 0.9419, 0.8134, 0.7055, 0.7485, 0.8318, 0.9071, 0.8793, 0.8793, 1.2419, 1.3233, 1.311, 1.4299, 1.5913, 1.6628, 1.7015, 1.4924, 1.1621, 1.3755, 1.342, 1.2319, 1.4921, 1.4564, 1.7226, 1.5544, 1.6105, 1.8377, 1.8377, 2.0314, 1.632, 1.632, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2008786578097991694", "ticker_idx": 0, "ts": "2026-01-07T06:23:36+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$100 incoming?", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish RKLB after 50% Fib bounce; eyes $100 target.", "resolved_tickers": ["RKLB"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "original", "lang": "en", "tweet_text": "🟦 $RKLB Bounced off the 50% Fib in perfect sync with the BLUE candle. $100 incoming?\n\n250+ Daily BLUE Candle Alerts. Free Trial:\nhttps://t.co/ZQDP5HCFyq https://t.co/DWvuhtTpzA", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0231921611058048, "ret_signed_m1d": 0.0231921611058048, "alpha_spy_m1d": 0.019958324837062724, "alpha_c_m1d": 0.00400610472059082, "bench_spy_m1d": 0.003233836268742074, "bench_c_m1d": 0.01918605638521398, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.011893434564967498, "ret_signed_p1d": -0.011893434564967498, "alpha_spy_p1d": -0.011791907250694234, "alpha_c_p1d": -0.019442089622762282, "bench_spy_p1d": -0.00010152731427326422, "bench_c_p1d": 0.007548655057794784, "ret_p1w": 0.09181732935990206, "ret_signed_p1w": 0.09181732935990206, "alpha_spy_p1w": 0.09068629194383893, "alpha_c_p1w": 0.05847765329467047, "bench_spy_p1w": 0.0011310374160631298, "bench_c_p1w": 0.03333967606523158, "ret_p1m": -0.2112274232809408, "ret_signed_p1m": -0.2112274232809408, "alpha_spy_p1m": -0.19388351485306143, "alpha_c_p1m": -0.2703581203536092, "bench_spy_p1m": -0.017343908427879362, "bench_c_p1m": 0.05913069707266838, "ret_p3m": -0.1951713047661756, "ret_signed_p3m": -0.1951713047661756, "alpha_spy_p3m": -0.1533335980911329, "alpha_c_p3m": -0.23355933869425916, "bench_spy_p3m": -0.04183770667504272, "bench_c_p3m": 0.03838803392808354, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.2112274232809408, "alpha_spy_stated": -0.19388351485306143, "alpha_c_stated": -0.2703581203536092, "price_path": [-0.2357, -0.2219, -0.1909, -0.1761, -0.2031, -0.2118, -0.199, -0.2222, -0.2797, -0.2439, -0.2322, -0.2196, -0.2418, -0.2131, -0.2755, -0.251, -0.2705, -0.3272, -0.329, -0.41, -0.3858, -0.3827, -0.3906, -0.4057, -0.4618, -0.4584, -0.4849, -0.4912, -0.4812, -0.5304, -0.5207, -0.4951, -0.4933, -0.5013, -0.5013, -0.4988, -0.5199, -0.5017, -0.4681, -0.4128, -0.4166, -0.3868, -0.3645, -0.3159, -0.2444, -0.2687, -0.341, -0.34, -0.3582, -0.2873, -0.1613, -0.0777, -0.0821, -0.0821, -0.0821, -0.1597, -0.166, -0.1621, -0.1703, -0.1703, -0.0962, -0.0706, 0.0232, 0.0, -0.0119, 0.0092, 0.0454, 0.0297, 0.0918, 0.0794, 0.1453, 0.1453, 0.0604, 0.0445, 0.0464, 0.0573, -0.0428, 0.0347, 0.0534, 0.019, -0.0477, -0.1181, -0.0334, -0.1305, -0.2112, -0.1399, -0.098, -0.1433, -0.172, -0.2149, -0.1979, -0.1979, -0.1688, -0.1149, -0.0892, -0.1572, -0.165, -0.1678, -0.1651, -0.1359, -0.1782, -0.1559, -0.1659, -0.1447, -0.1675, -0.1662, -0.1499, -0.1802, -0.1441, -0.1868, -0.1864, -0.1519, -0.0653, -0.1736, -0.1445, -0.2004, -0.1912, -0.2142, -0.1332, -0.2157, -0.2753, -0.3176, -0.2362, -0.2207, -0.1945, -0.1945, -0.1952, -0.2112, -0.1784, -0.2062, -0.1907, -0.1601, -0.1411, -0.1246, -0.0137, 0.0086, 0.064, 0.0304, 0.0709, 0.0062, -0.0523, -0.0213, -0.0653, -0.084, -0.0187, -0.0627, -0.0448, -0.0633, 0.0068, -0.0654, 0.2544, 0.3957, 0.3982, 0.4766, 0.5765, 0.4839, 0.5599, 0.5142, 0.5971, 0.492, 0.6147, 0.6147, 0.7031, 0.7868, 0.7606, 0.7065, 0.4556, 0.4667, 0.3642, 0.4266, 0.3092, 0.3517, 0.2872, 0.2494, 0.3651, 0.2178, 0.2994, 0.2444, 0.2843, 0.2755, 0.2755, 0.1928, 0.1313, 0.1313, null, null, null, null, null, null]}
{"unit_id": "quote:2018159772282114202", "ticker_idx": 0, "ts": "2026-02-02T03:09:19+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Phillip Securities initiates Buy on $MU with $500 PT. Micron stands to gain BIG", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Shares Phillip Securities Buy initiation on MU, PT $500, on HBM demand and SK Hynix share gains; author endorses bullish thesis.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU Phillip Securities initiates Buy on $MU with $500 PT.\n\n\"...high bandwidth memory products are in high demand. It believes Micron can chip away at SK Hynix’s market share when its HBM4 ramps beyond Q2.\"\n\nMicron stands to gain BIG https://t.co/Y0ZOEwiXKU", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": -0.05235266083794998, "ret_signed_m1d": -0.05235266083794998, "alpha_spy_m1d": -0.047406028910000564, "alpha_c_m1d": -0.041297902517165586, "bench_spy_m1d": -0.004946631927949419, "bench_c_m1d": -0.011054758320784397, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04193689928580624, "ret_signed_p1d": -0.04193689928580624, "alpha_spy_p1d": -0.03348151338463368, "alpha_c_p1d": -0.016714435589620935, "bench_spy_p1d": -0.008455385901172563, "bench_c_p1d": -0.025222463696185304, "ret_p1w": -0.12402922326843191, "ret_signed_p1w": -0.12402922326843191, "alpha_spy_p1w": -0.12192975910208703, "alpha_c_p1w": -0.12079367330086299, "bench_spy_p1w": -0.0020994641663448776, "bench_c_p1w": -0.003235549967568918, "ret_p1m": -0.13275465511876516, "ret_signed_p1m": -0.13275465511876516, "alpha_spy_p1m": -0.11106975086082527, "alpha_c_p1m": -0.09130552010513115, "bench_spy_p1m": -0.021684904257939897, "bench_c_p1m": -0.04144913501363401, "ret_p3m": 0.1817661968369726, "ret_signed_p3m": 0.1817661968369726, "alpha_spy_p3m": 0.14551033714901407, "alpha_c_p3m": -0.060285914113651806, "bench_spy_p3m": 0.036255859687958525, "bench_c_p3m": 0.2420521109506244, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.13275465511876516, "alpha_spy_stated": -0.11106975086082527, "alpha_c_stated": -0.09130552010513115, "price_path": [-0.4577, -0.4558, -0.4568, -0.4217, -0.4495, -0.4408, -0.459, -0.4364, -0.4476, -0.4783, -0.4842, -0.5402, -0.5265, -0.4887, -0.4873, -0.4743, -0.4743, -0.4601, -0.451, -0.4532, -0.4654, -0.4825, -0.4584, -0.4362, -0.4237, -0.3979, -0.4099, -0.4494, -0.4577, -0.4691, -0.4851, -0.4325, -0.3928, -0.3685, -0.3692, -0.3454, -0.3454, -0.3498, -0.3276, -0.3316, -0.3481, -0.3481, -0.2795, -0.287, -0.2156, -0.2244, -0.253, -0.2118, -0.21, -0.2277, -0.2386, -0.2311, -0.1714, -0.1714, -0.1663, -0.1112, -0.0919, -0.0871, -0.1113, -0.063, -0.0058, -0.0046, -0.0524, 0.0, -0.0419, -0.1334, -0.1254, -0.0985, -0.124, -0.1474, -0.0627, -0.0544, -0.0597, -0.0597, -0.0868, -0.0385, -0.0467, -0.022, -0.0384, -0.0452, -0.0201, -0.0508, -0.0581, -0.0574, -0.1328, -0.0846, -0.0931, -0.1542, -0.1107, -0.0792, -0.0437, -0.0741, -0.0267, 0.0091, 0.0546, 0.0547, 0.0148, -0.034, -0.0764, -0.0966, -0.1272, -0.1881, -0.1841, -0.2647, -0.228, -0.1594, -0.1631, -0.1631, -0.1368, -0.1372, -0.0706, -0.0368, -0.0389, -0.0253, 0.0641, 0.0425, 0.0448, 0.0399, 0.0247, 0.0269, 0.1139, 0.1008, 0.1351, 0.1987, 0.1524, 0.1847, 0.1818, 0.239, 0.3173, 0.4629, 0.5232, 0.4776, 0.7065, 0.8174, 0.7517, 0.8364, 0.7733, 0.6559, 0.5574, 0.5967, 0.6727, 0.7415, 0.7161, 0.7161, 1.0472, 1.1215, 1.1103, 1.2188, 1.3662, 1.4316, 1.4669, 1.276, 0.9744, 1.1692, 1.1386, 1.038, 1.2757, 1.2431, 1.4862, 1.3325, 1.3838, 1.5913, 1.5913, 1.7681, 1.4034, 1.4034, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2011159777758372236", "ticker_idx": 0, "ts": "2026-01-13T19:33:51+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU Fresh New Price Targets, Last 2 Days\n\nLynx Equity: $325 → $550\nKeyBanc: $325 → $450\nBank of America: $300 → $400", "tweet_type": "news_reaction", "timeline": "months", "summary": "Shares multiple bullish MU PT raises (to $400–$550) from Lynx, KeyBanc, and BofA on memory upcycle, HBM/DC ramp, and strong demand backdrop.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU Fresh New Price Targets, Last 2 Days\n\nLynx Equity: $325 → $550 \nKeyBanc: $325 → $450\nBank of America: $300 → $400\n\nBank of America: Continued DRAM spot price increases; disciplined Samsung capex in CY26; favorable supply backdrop; earnings expansion from upcycle + HBM/DC ramp; valued at high-end historical P/B multiple\n\nLynx Equity: Gross margin gains; early-stage AI inference/infrastructure growth driving extraordinary demand; heavy investment needs among memory suppliers; shift to sustainable earnings power valuation over spot prices.\n\nKeyBanc: Stronger-for-longer memory cycle; limited new capacity additions before 2027; hyperscaler demand disrupting supply/pricing; estimates well above consensus.", "reply_text": null, "parent_text": null, "quoted_text": "$MU Fresh New Price Targets, Last 7 Days\n\nUBS Group\n$300 → $400\nHighlighted AI-driven DRAM shortage, reduced cyclicality, faster HBM obsolescence limiting inventory risk, and strong earnings expectations (raised 2026 EPS to ~$45 and 2027 to ~$60)\n\nPiper Sandler\n$275 → $400 https://t.co/0Ib82H4m7K", "parent_author": null, "ret_m1d": 0.022890621028567315, "ret_signed_m1d": 0.022890621028567315, "alpha_spy_m1d": 0.02088710822578177, "alpha_c_m1d": 0.025112660514430396, "bench_spy_m1d": 0.0020035128027855453, "bench_c_m1d": -0.002222039485863081, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.014136550782735902, "ret_signed_p1d": -0.014136550782735902, "alpha_spy_p1d": -0.009221297879596912, "alpha_c_p1d": -0.0060145864742646715, "bench_spy_p1d": -0.004915252903138989, "bench_c_p1d": -0.00812196430847123, "ret_p1w": 0.07946653019347472, "ret_signed_p1w": 0.07946653019347472, "alpha_spy_p1w": 0.10280281547926384, "alpha_c_p1w": 0.08237814395082044, "bench_spy_p1w": -0.023336285285789127, "bench_c_p1w": -0.0029116137573457213, "ret_p1m": 0.21355694904042744, "ret_signed_p1m": 0.21355694904042744, "alpha_spy_p1m": 0.21616585826466128, "alpha_c_p1m": 0.15417452605243587, "bench_spy_p1m": -0.0026089092242338463, "bench_c_p1m": 0.05938242298799157, "ret_p3m": 0.2443932569650491, "ret_signed_p3m": 0.2443932569650491, "alpha_spy_p3m": 0.2623450076220303, "alpha_c_p3m": 0.12856559051571748, "bench_spy_p3m": -0.01795175065698118, "bench_c_p3m": 0.11582766644933162, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.21355694904042744, "alpha_spy_stated": 0.21616585826466128, "alpha_c_stated": 0.15417452605243587, "price_path": [-0.4013, -0.4017, -0.3887, -0.402, -0.4133, -0.3889, -0.3525, -0.3493, -0.344, -0.33, -0.3378, -0.3385, -0.3062, -0.3554, -0.2979, -0.2954, -0.2966, -0.2512, -0.2872, -0.276, -0.2995, -0.2703, -0.2847, -0.3245, -0.3321, -0.4047, -0.387, -0.338, -0.3362, -0.3193, -0.3193, -0.3009, -0.2891, -0.292, -0.3078, -0.33, -0.2987, -0.27, -0.2538, -0.2204, -0.2359, -0.2871, -0.2979, -0.3126, -0.3333, -0.2652, -0.2139, -0.1823, -0.1833, -0.1525, -0.1525, -0.1581, -0.1294, -0.1346, -0.1559, -0.1559, -0.0672, -0.0768, 0.0157, 0.0042, -0.0329, 0.0206, 0.0229, 0.0, -0.0141, -0.0044, 0.0728, 0.0728, 0.0795, 0.1508, 0.1758, 0.1819, 0.1507, 0.2133, 0.2873, 0.2888, 0.227, 0.2948, 0.2405, 0.1221, 0.1324, 0.1673, 0.1342, 0.1039, 0.2136, 0.2243, 0.2175, 0.2175, 0.1823, 0.2449, 0.2343, 0.2663, 0.245, 0.2362, 0.2687, 0.229, 0.2196, 0.2204, 0.1229, 0.1853, 0.1743, 0.0951, 0.1514, 0.1922, 0.2383, 0.1988, 0.2603, 0.3066, 0.3654, 0.3655, 0.3139, 0.2507, 0.1958, 0.1698, 0.13, 0.0513, 0.0565, -0.0479, -0.0004, 0.0884, 0.0836, 0.0836, 0.1177, 0.1171, 0.2034, 0.2471, 0.2444, 0.2621, 0.3777, 0.3498, 0.3528, 0.3464, 0.3267, 0.3296, 0.4423, 0.4253, 0.4696, 0.552, 0.492, 0.534, 0.5301, 0.6042, 0.7055, 0.8942, 0.9722, 0.9132, 1.2096, 1.3531, 1.2681, 1.3777, 1.296, 1.144, 1.0165, 1.0674, 1.1657, 1.2548, 1.222, 1.222, 1.6506, 1.7469, 1.7324, 1.8729, 2.0637, 2.1483, 2.1941, 1.9469, 1.5563, 1.8086, 1.769, 1.6388, 1.9465, 1.9043, 2.219, 2.0201, 2.0865, 2.3551, 2.3551, 2.5841, 2.1119, 2.1119, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2007694179112194135", "ticker_idx": 0, "ts": "2026-01-04T06:02:48+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Micron is now the 24th largest company in the US... Yet it trades at one of the lowest forward P/Es... HBM is relatively a new tech that only started accelerating profits in 2025. We are still very early", "tweet_type": "analysis", "timeline": "quarters", "summary": "Long MU: deeply undervalued at 9x forward P/E vs peers, HBM profit acceleration still early innings.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU Micron is now the 24th largest company in the US, trailing just behind AMD and Costco.\n\nYet it trades at one of the lowest forward P/Es:\n\nCostco: 43x\nAMD: 37x\nMicron: 9x\n\nHBM is relatively a new tech that only started accelerating profits in 2025\n\nWe are still very early https://t.co/GzmXYI1Q9L", "reply_text": null, "parent_text": null, "quoted_text": "So what's up with Micron Technology $MU? Why did so many analysts lower the price targets but still rated it as Bullish? A bit contradicting isn't it? Well, here's the answer.\n\nThe DRAM spot prices have been mostly flat. The 'recovery' didn't come as soon as they initially https://t.co/GgCJ7xL1t0", "parent_author": null, "ret_m1d": 0.01047579496404416, "ret_signed_m1d": 0.01047579496404416, "alpha_spy_m1d": 0.01709193719477453, "alpha_c_m1d": 0.021837347405923246, "bench_spy_m1d": -0.006616142230730371, "bench_c_m1d": -0.011361552441879086, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.10020817203358767, "ret_signed_p1d": 0.10020817203358767, "alpha_spy_p1d": 0.09426101373421658, "alpha_c_p1d": 0.07364497153417249, "bench_spy_p1d": 0.005947158299371091, "bench_c_p1d": 0.026563200499415185, "ret_p1w": 0.10802499081593964, "ret_signed_p1w": 0.10802499081593964, "alpha_spy_p1w": 0.09720668731564941, "alpha_c_p1w": 0.0734107069340042, "bench_spy_p1w": 0.010818303500290227, "bench_c_p1w": 0.03461428388193544, "ret_p1m": 0.34371301679656074, "ret_signed_p1m": 0.34371301679656074, "alpha_spy_p1m": 0.3410811565662011, "alpha_c_p1m": 0.2905071677731854, "bench_spy_p1m": 0.0026318602303596617, "bench_c_p1m": 0.05320584902337533, "ret_p3m": 0.17377494024981432, "ret_signed_p3m": 0.17377494024981432, "alpha_spy_p3m": 0.21754119308862419, "alpha_c_p3m": 0.1347643437584105, "bench_spy_p3m": -0.04376625283880986, "bench_c_p3m": 0.039010596491403815, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": 0.17377494024981432, "alpha_spy_stated": 0.21754119308862419, "alpha_c_stated": 0.1347643437584105, "price_path": [-0.3706, -0.3841, -0.4185, -0.3827, -0.401, -0.3854, -0.3514, -0.3519, -0.3379, -0.3522, -0.3644, -0.3381, -0.2986, -0.2952, -0.2894, -0.2743, -0.2827, -0.2834, -0.2484, -0.3018, -0.2395, -0.2368, -0.2381, -0.1889, -0.2279, -0.2158, -0.2412, -0.2096, -0.2252, -0.2683, -0.2765, -0.3552, -0.3359, -0.2829, -0.281, -0.2626, -0.2626, -0.2427, -0.23, -0.2331, -0.2502, -0.2742, -0.2404, -0.2093, -0.1917, -0.1555, -0.1723, -0.2278, -0.2395, -0.2554, -0.2778, -0.2041, -0.1484, -0.1143, -0.1153, -0.082, -0.082, -0.088, -0.057, -0.0625, -0.0857, -0.0857, 0.0105, 0.0, 0.1002, 0.0878, 0.0476, 0.1055, 0.108, 0.0832, 0.0679, 0.0784, 0.1621, 0.1621, 0.1693, 0.2465, 0.2737, 0.2803, 0.2465, 0.3142, 0.3945, 0.3961, 0.3291, 0.4025, 0.3437, 0.2154, 0.2266, 0.2644, 0.2286, 0.1957, 0.3146, 0.3262, 0.3188, 0.3188, 0.2807, 0.3486, 0.337, 0.3717, 0.3486, 0.3391, 0.3743, 0.3313, 0.3211, 0.322, 0.2163, 0.2839, 0.272, 0.1863, 0.2472, 0.2914, 0.3413, 0.2986, 0.3651, 0.4153, 0.4791, 0.4792, 0.4233, 0.3548, 0.2954, 0.2671, 0.2241, 0.1387, 0.1444, 0.0313, 0.0828, 0.1789, 0.1738, 0.1738, 0.2107, 0.2101, 0.3035, 0.3509, 0.348, 0.3671, 0.4924, 0.4622, 0.4654, 0.4585, 0.4372, 0.4402, 0.5623, 0.5439, 0.592, 0.6812, 0.6162, 0.6616, 0.6575, 0.7377, 0.8475, 1.0518, 1.1364, 1.0724, 1.3935, 1.549, 1.4568, 1.5756, 1.4871, 1.3225, 1.1843, 1.2394, 1.346, 1.4425, 1.4069, 1.4069, 1.8712, 1.9755, 1.9598, 2.112, 2.3187, 2.4104, 2.46, 2.1921, 1.7691, 2.0424, 1.9995, 1.8584, 2.1917, 2.146, 2.4869, 2.2715, 2.3434, 2.6344, 2.6344, 2.8824, 2.3709, 2.3709, null, null, null, null]}
{"unit_id": "orig:2030486786687074416", "ticker_idx": 0, "ts": "2026-03-08T03:32:29+00:00", "symbol": "AVGO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "line of sight to achieve AI revenue from chips, just chips, in excess of $100 billion in 2027", "tweet_type": "analysis", "timeline": "years", "summary": "Long AVGO on $100B+ AI chip revenue by 2027; long TSM and MU as direct beneficiaries building and supplying memory.", "resolved_tickers": ["AVGO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "$AVGO has \"line of sight to achieve AI revenue from chips, just chips, in excess of $100 billion in 2027.\"\n\n$TSM gets paid to build them.\n$MU gets paid to remember them. https://t.co/hedtueUeXM", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.04416486422917176, "ret_signed_m1d": -0.04416486422917176, "alpha_spy_m1d": -0.035480973257633885, "alpha_c_m1d": -0.009146993372921464, "bench_spy_m1d": -0.008683890971537878, "bench_c_m1d": -0.0350178708562503, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.009168534070165935, "ret_signed_p1d": -0.009168534070165935, "alpha_spy_p1d": -0.007561518493676256, "alpha_c_p1d": -0.01667415440570541, "bench_spy_p1d": -0.0016070155764896787, "bench_c_p1d": 0.007505620335539476, "ret_p1w": -0.06024581068935875, "ret_signed_p1w": -0.06024581068935875, "alpha_spy_p1w": -0.046622997436890024, "alpha_c_p1w": -0.05910479667961033, "bench_spy_p1w": -0.013622813252468724, "bench_c_p1w": -0.00114101400974842, "ret_p1m": -0.03204468834257401, "ret_signed_p1m": -0.03204468834257401, "alpha_spy_p1m": -0.006612789336681968, "alpha_c_p1m": -0.046067050205204074, "bench_spy_p1m": -0.025431899005892045, "bench_c_p1m": 0.014022361862630062, "ret_p3m": 0.21413949648098352, "ret_signed_p3m": 0.21413949648098352, "alpha_spy_p3m": 0.0948836340720578, "alpha_c_p3m": -0.37708203930143247, "bench_spy_p3m": 0.11925586240892572, "bench_c_p3m": 0.591221535782416, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [0.1921, 0.1731, 0.039, -0.0191, -0.0148, -0.0589, -0.0477, -0.0175, -0.0124, 0.0103, 0.0129, 0.0129, 0.0185, 0.0105, 0.0119, 0.001, 0.001, 0.0054, -0.0067, -0.0057, -0.0065, -0.0384, -0.0023, 0.0187, 0.0256, -0.0169, -0.0079, 0.0172, 0.0172, -0.038, -0.049, -0.0586, -0.0743, -0.0604, -0.0375, -0.0362, -0.0434, -0.0418, -0.0423, -0.0735, -0.109, -0.1019, -0.0371, -0.0052, -0.0154, -0.0086, -0.0422, -0.0595, -0.0595, -0.0382, -0.0354, -0.034, -0.0379, -0.0446, -0.0586, -0.0389, -0.0696, -0.0758, -0.0779, -0.0923, -0.0816, -0.0375, -0.0442, 0.0, -0.0092, -0.0121, -0.0283, -0.0682, -0.0602, -0.0707, -0.0862, -0.0749, -0.1019, -0.0653, -0.0775, -0.076, -0.1032, -0.1285, -0.1496, -0.1029, -0.0914, -0.0883, -0.0883, -0.0887, -0.032, 0.0162, 0.0286, 0.0769, 0.1006, 0.1036, 0.1498, 0.1549, 0.1783, 0.1583, 0.1656, 0.225, 0.2171, 0.2253, 0.2121, 0.1588, 0.1751, 0.2098, 0.221, 0.2072, 0.2386, 0.2331, 0.1957, 0.2463, 0.2417, 0.2153, 0.208, 0.2747, 0.2323, 0.2194, 0.1914, 0.2108, 0.2016, 0.2003, 0.2003, 0.2231, 0.2227, 0.2364, 0.2949, 0.3331, 0.3957, 0.389, 0.2141, 0.118, 0.1495, 0.1366, 0.0785, 0.1175, 0.1074, 0.1418, 0.0918, 0.1388, 0.1922, 0.1922, 0.1383, 0.1035, 0.1035, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2030486786687074416", "ticker_idx": 1, "ts": "2026-03-08T03:32:29+00:00", "symbol": "TSM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$TSM gets paid to build them", "tweet_type": "analysis", "timeline": "years", "summary": "Long AVGO on $100B+ AI chip revenue by 2027; long TSM and MU as direct beneficiaries building and supplying memory.", "resolved_tickers": ["TSM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "$AVGO has \"line of sight to achieve AI revenue from chips, just chips, in excess of $100 billion in 2027.\"\n\n$TSM gets paid to build them.\n$MU gets paid to remember them. https://t.co/hedtueUeXM", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.02813307264805953, "ret_signed_m1d": -0.02813307264805953, "alpha_spy_m1d": -0.019449181676521654, "alpha_c_m1d": 0.006884798208190768, "bench_spy_m1d": -0.008683890971537878, "bench_c_m1d": -0.0350178708562503, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.004617208307033938, "ret_signed_p1d": -0.004617208307033938, "alpha_spy_p1d": -0.003010192730544259, "alpha_c_p1d": -0.012122828642573413, "bench_spy_p1d": -0.0016070155764896787, "bench_c_p1d": 0.007505620335539476, "ret_p1w": -0.024290266747892586, "ret_signed_p1w": -0.024290266747892586, "alpha_spy_p1w": -0.010667453495423862, "alpha_c_p1w": -0.023149252738144166, "bench_spy_p1w": -0.013622813252468724, "bench_c_p1w": -0.00114101400974842, "ret_p1m": -0.006902676275953978, "ret_signed_p1m": -0.006902676275953978, "alpha_spy_p1m": 0.018529222729938066, "alpha_c_p1m": -0.02092503813858404, "bench_spy_p1m": -0.025431899005892045, "bench_c_p1m": 0.014022361862630062, "ret_p3m": 0.27953454922927046, "ret_signed_p3m": 0.27953454922927046, "alpha_spy_p3m": 0.16027868682034474, "alpha_c_p3m": -0.31168698655314553, "bench_spy_p3m": 0.11925586240892572, "bench_c_p3m": 0.591221535782416, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.113, -0.1258, -0.1625, -0.1748, -0.1773, -0.2057, -0.1836, -0.1714, -0.1589, -0.1484, -0.1431, -0.1431, -0.1315, -0.137, -0.1409, -0.1285, -0.1285, -0.0834, -0.0759, -0.061, -0.0861, -0.088, -0.0719, -0.0486, -0.0502, -0.0619, -0.0202, -0.0181, -0.0181, -0.0618, -0.0648, -0.0612, -0.0397, -0.0459, -0.0297, -0.0184, -0.0262, -0.052, -0.021, -0.0371, -0.0658, -0.0515, 0.0004, 0.0192, 0.0379, 0.0728, 0.0556, 0.0506, 0.0506, 0.0445, 0.0389, 0.0335, 0.0626, 0.0612, 0.1063, 0.1119, 0.0806, 0.0742, 0.0585, 0.0127, 0.0251, 0.0148, -0.0281, 0.0, -0.0046, 0.0168, -0.0344, -0.0298, -0.0243, -0.005, -0.0234, -0.0257, -0.0531, -0.0267, -0.0129, 0.0001, -0.0621, -0.0603, -0.0898, -0.0281, -0.0179, -0.025, -0.025, -0.0171, -0.0069, 0.0523, 0.0511, 0.0658, 0.0628, 0.0925, 0.0787, 0.0449, 0.0655, 0.0533, 0.0586, 0.1142, 0.1005, 0.1574, 0.1647, 0.1283, 0.1326, 0.139, 0.1436, 0.155, 0.1343, 0.2064, 0.191, 0.1839, 0.1634, 0.1425, 0.1498, 0.2013, 0.1629, 0.1387, 0.1291, 0.155, 0.1709, 0.1633, 0.1633, 0.1858, 0.2157, 0.2218, 0.2034, 0.2528, 0.2846, 0.2559, 0.2795, 0.194, 0.2274, 0.2306, 0.1755, 0.2138, 0.222, 0.2724, 0.2275, 0.2457, 0.3321, 0.3321, 0.3481, 0.2579, 0.2579, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
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{"unit_id": "quote:1998846102725075349", "ticker_idx": 0, "ts": "2025-12-10T20:03:42+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$PLTR Michael Burry is Fucked\n\nSo are all his 🐻 followers", "tweet_type": "sarcasm", "timeline": "unspecified", "summary": "Mocking Burry's short on PLTR; implied bullish stance against the bears.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "$PLTR Michael Burry is Fucked\n\nSo are all his 🐻 followers https://t.co/LoVToWoowY", "reply_text": null, "parent_text": null, "quoted_text": "$PLTR valuation makes ZERO sense \n\nBut then why do institutions keep buying it?\nWhat do they know that you don't?\n\nI work in BIG DATA analytics and let me share the secrets of Palantir in the most basic way\n\nPalantir has monopoly on Automated Governance, serving as the ultimate https://t.co/XGLRmO7rq8", "parent_author": null, "ret_m1d": -0.032302736447887836, "ret_signed_m1d": -0.032302736447887836, "alpha_spy_m1d": -0.025714376352464985, "alpha_c_m1d": -0.025714376352464985, "bench_spy_m1d": -0.006588360095422852, "bench_c_m1d": -0.006588360095422852, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0019690829054630488, "ret_signed_p1d": -0.0019690829054630488, "alpha_spy_p1d": -0.004296118650017444, "alpha_c_p1d": -0.004296118650017444, "bench_spy_p1d": 0.0023270357445543954, "bench_c_p1d": 0.0023270357445543954, "ret_p1w": -0.05651647155024775, "ret_signed_p1w": -0.05651647155024775, "alpha_spy_p1w": -0.032998901799367375, "alpha_c_p1w": -0.032998901799367375, "bench_spy_p1w": -0.023517569750880374, "bench_c_p1w": -0.023517569750880374, "ret_p1m": -0.05880476204783325, "ret_signed_p1m": -0.05880476204783325, "alpha_spy_p1m": -0.06458954789368454, "alpha_c_p1m": -0.06458954789368454, "bench_spy_p1m": 0.005784785845851292, "bench_c_p1m": 0.005784785845851292, "ret_p3m": -0.1675270628110569, "ret_signed_p3m": -0.1675270628110569, "alpha_spy_p3m": -0.15691608771246057, "alpha_c_p3m": -0.15691608771246057, "bench_spy_p3m": -0.01061097509859632, "bench_c_p3m": -0.01061097509859632, "ret_p6m": -0.24591562882921214, "ret_signed_p6m": -0.24591562882921214, "alpha_spy_p6m": -0.3532950951531588, "alpha_c_p6m": -0.3532950951531588, "bench_spy_p6m": 0.10737946632394668, "bench_c_p6m": 0.10737946632394668, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.05880476204783325, "alpha_spy_stated": -0.06458954789368454, "alpha_c_stated": -0.06458954789368454, "price_path": [-0.0877, -0.0889, -0.0939, -0.1042, -0.0582, -0.0294, -0.0457, -0.0285, -0.0444, -0.0468, -0.055, -0.0482, -0.0292, -0.0158, -0.0046, -0.079, -0.0446, -0.0305, -0.0231, -0.013, -0.0664, -0.0569, -0.0435, -0.0441, -0.0521, -0.0519, -0.0336, -0.0341, -0.0661, -0.0395, -0.0175, 0.0068, 0.009, 0.058, 0.0353, 0.0668, 0.1025, 0.0151, -0.0001, -0.0684, -0.0531, 0.0303, 0.0162, -0.0199, -0.0839, -0.074, -0.0887, -0.1095, -0.1197, -0.1712, -0.1759, -0.1366, -0.1296, -0.1178, -0.1178, -0.1036, -0.1087, -0.0916, -0.063, -0.0532, -0.0327, -0.0342, -0.0323, 0.0, -0.002, -0.0231, -0.0248, -0.0009, -0.0565, -0.0118, 0.0291, 0.0323, 0.0331, 0.0333, 0.0333, 0.0043, -0.0198, -0.0376, -0.0541, -0.0541, -0.1067, -0.0738, -0.0436, -0.0332, -0.0588, -0.0555, -0.0452, -0.0476, -0.0506, -0.0577, -0.0902, -0.0902, -0.1031, -0.1202, -0.1171, -0.0974, -0.1088, -0.1182, -0.1626, -0.1918, -0.2199, -0.2137, -0.1598, -0.2574, -0.3081, -0.2768, -0.2395, -0.2576, -0.278, -0.3128, -0.3007, -0.3007, -0.2921, -0.2795, -0.2822, -0.2803, -0.305, -0.3144, -0.2859, -0.2766, -0.2699, -0.2274, -0.2165, -0.1848, -0.1875, -0.1636, -0.1675, -0.1957, -0.1932, -0.1831, -0.1967, -0.1873, -0.1747, -0.187, -0.1715, -0.1981, -0.1441, -0.1763, -0.1753, -0.2147, -0.2387, -0.268, -0.2215, -0.2204, -0.2099, -0.2099, -0.2128, -0.2014, -0.2509, -0.3056, -0.3185, -0.2956, -0.2778, -0.2435, -0.2403, -0.221, -0.2236, -0.2232, -0.1878, -0.2466, -0.2385, -0.2385, -0.2487, -0.2658, -0.2597, -0.2333, -0.2229, -0.2767, -0.288, -0.2707, -0.2667, -0.2715, -0.2762, -0.3079, -0.2883, -0.2869, -0.2808, -0.2802, -0.2701, -0.2687, -0.2716, -0.2716, -0.2731, -0.2948, -0.2372, -0.1669, -0.1451, -0.1902, -0.2433, -0.2459]}
{"unit_id": "reply:2016389570565439748", "ticker_idx": 0, "ts": "2026-01-28T05:55:10+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "PT hikes are coming in like there is no tomorrow", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Endorses bullish MU view; price target hikes incoming.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@TechEquityEng Indeed. PT hikes are coming in like there is no tomorrow.", "reply_text": null, "parent_text": "@TradexWhisperer Bargain of the century indeed. $MU might double faster than we think.", "quoted_text": null, "parent_author": "TechEquityEng", "ret_m1d": -0.05752624661698813, "ret_signed_m1d": -0.05752624661698813, "alpha_spy_m1d": -0.057626921331690895, "alpha_c_m1d": -0.03501225393071761, "bench_spy_m1d": 0.00010067471470276423, "bench_c_m1d": -0.022513992686270523, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0011716832666235355, "ret_signed_p1d": 0.0011716832666235355, "alpha_spy_p1d": 0.0031560604214573296, "alpha_c_p1d": -0.0009644666035946159, "bench_spy_p1d": -0.001984377154833794, "bench_c_p1d": 0.0021361498702181514, "ret_p1w": -0.12837713766440217, "ret_signed_p1w": -0.12837713766440217, "alpha_spy_p1w": -0.11510466326961732, "alpha_c_p1w": -0.04530579027338666, "bench_spy_p1w": -0.01327247439478485, "bench_c_p1w": -0.08307134739101552, "ret_p1m": -0.045304197873561436, "ret_signed_p1m": -0.045304197873561436, "alpha_spy_p1m": -0.03650376312820269, "alpha_c_p1m": -0.03421523389342995, "bench_spy_p1m": -0.008800434745358743, "bench_c_p1m": -0.011088963980131483, "ret_p3m": 0.2056155787512135, "ret_signed_p3m": 0.2056155787512135, "alpha_spy_p3m": 0.17440685836213077, "alpha_c_p3m": -0.009515361969254288, "bench_spy_p3m": 0.031208720389082734, "bench_c_p3m": 0.2151309407204678, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.045304197873561436, "alpha_spy_stated": -0.03650376312820269, "alpha_c_stated": -0.03421523389342995, "price_path": [-0.4861, -0.461, -0.4993, -0.4546, -0.4527, -0.4536, -0.4183, -0.4463, -0.4376, -0.4559, -0.4332, -0.4444, -0.4753, -0.4812, -0.5376, -0.5238, -0.4858, -0.4844, -0.4712, -0.4712, -0.4569, -0.4478, -0.45, -0.4623, -0.4795, -0.4552, -0.433, -0.4203, -0.3944, -0.4065, -0.4462, -0.4546, -0.4661, -0.4821, -0.4292, -0.3893, -0.3648, -0.3656, -0.3417, -0.3417, -0.346, -0.3237, -0.3277, -0.3443, -0.3443, -0.2754, -0.2829, -0.211, -0.2199, -0.2487, -0.2072, -0.2054, -0.2232, -0.2342, -0.2266, -0.1666, -0.1666, -0.1615, -0.1061, -0.0866, -0.0819, -0.1061, -0.0575, 0.0, 0.0012, -0.0469, 0.0058, -0.0364, -0.1284, -0.1204, -0.0933, -0.119, -0.1425, -0.0573, -0.049, -0.0543, -0.0543, -0.0816, -0.0329, -0.0412, -0.0163, -0.0329, -0.0397, -0.0144, -0.0453, -0.0526, -0.0519, -0.1277, -0.0793, -0.0878, -0.1493, -0.1056, -0.0739, -0.0381, -0.0688, -0.021, 0.015, 0.0607, 0.0608, 0.0207, -0.0284, -0.0711, -0.0913, -0.1222, -0.1834, -0.1793, -0.2604, -0.2235, -0.1546, -0.1583, -0.1583, -0.1318, -0.1322, -0.0652, -0.0312, -0.0333, -0.0196, 0.0702, 0.0486, 0.0509, 0.0459, 0.0306, 0.0328, 0.1204, 0.1072, 0.1416, 0.2056, 0.159, 0.1916, 0.1886, 0.2462, 0.3249, 0.4714, 0.532, 0.4862, 0.7164, 0.8279, 0.7619, 0.847, 0.7835, 0.6655, 0.5664, 0.6059, 0.6824, 0.7516, 0.7261, 0.7261, 1.059, 1.1338, 1.1226, 1.2317, 1.3799, 1.4457, 1.4812, 1.2891, 0.9858, 1.1818, 1.151, 1.0498, 1.2888, 1.2561, 1.5006, 1.3461, 1.3976, 1.6063, 1.6063, 1.7842, 1.4173, 1.4173, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:1987762195804156288", "ticker_idx": 0, "ts": "2025-11-10T06:00:12+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "my biggest positions are $PLTR and $MU", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds PLTR and MU as biggest positions, bullish on chips and ontology theme.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "Your money should be in both Chips and Ontology\n\nThat's why my biggest positions are $PLTR and $MU", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": -0.0809875930227747, "ret_signed_m1d": -0.0809875930227747, "alpha_spy_m1d": -0.06562306674464924, "alpha_c_m1d": -0.06562306674464924, "bench_spy_m1d": -0.015364526278125457, "bench_c_m1d": -0.015364526278125457, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.013687277971852319, "ret_signed_p1d": -0.013687277971852319, "alpha_spy_p1d": -0.01597663582639075, "alpha_c_p1d": -0.01597663582639075, "bench_spy_p1d": 0.002289357854538432, "bench_c_p1d": 0.002289357854538432, "ret_p1w": -0.11548990516947533, "ret_signed_p1w": -0.11548990516947533, "alpha_spy_p1w": -0.09234779357416223, "alpha_c_p1w": -0.09234779357416223, "bench_spy_p1w": -0.023142111595313097, "bench_c_p1w": -0.023142111595313097, "ret_p1m": -0.060792336322277984, "ret_signed_p1m": -0.060792336322277984, "alpha_spy_p1m": -0.06314039566026608, "alpha_c_p1m": -0.06314039566026608, "bench_spy_p1m": 0.0023480593379880954, "bench_c_p1m": 0.0023480593379880954, "ret_p3m": -0.3284954594443361, "ret_signed_p3m": -0.3284954594443361, "alpha_spy_p3m": -0.32582806403638154, "alpha_c_p3m": -0.32582806403638154, "bench_spy_p3m": -0.002667395407954576, "bench_c_p3m": -0.002667395407954576, "ret_p6m": -0.2980217796929091, "ret_signed_p6m": -0.2980217796929091, "alpha_spy_p6m": -0.3661880194041195, "alpha_c_p6m": -0.3661880194041195, "bench_spy_p6m": 0.06816623971121039, "bench_c_p6m": 0.06816623971121039, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.060792336322277984, "alpha_spy_stated": -0.06314039566026608, "alpha_c_stated": -0.06314039566026608, "price_path": [-0.0477, -0.065, -0.0849, -0.1011, -0.1852, -0.1942, -0.1933, -0.1801, -0.1882, -0.1691, -0.1905, -0.1833, -0.1906, -0.1906, -0.1886, -0.1999, -0.1935, -0.2092, -0.1937, -0.1614, -0.1388, -0.1511, -0.1146, -0.1157, -0.1206, -0.1306, -0.0859, -0.058, -0.0738, -0.0571, -0.0726, -0.0748, -0.0828, -0.0762, -0.0578, -0.0447, -0.0339, -0.1061, -0.0727, -0.0591, -0.0519, -0.042, -0.0938, -0.0847, -0.0716, -0.0723, -0.08, -0.0799, -0.0621, -0.0625, -0.0936, -0.0678, -0.0464, -0.0229, -0.0207, 0.0269, 0.0049, 0.0354, 0.0701, -0.0148, -0.0295, -0.0959, -0.081, 0.0, -0.0137, -0.0488, -0.1109, -0.1012, -0.1155, -0.1357, -0.1456, -0.1956, -0.2002, -0.162, -0.1553, -0.1438, -0.1438, -0.13, -0.1349, -0.1184, -0.0905, -0.081, -0.0612, -0.0626, -0.0608, -0.0294, -0.0314, -0.0519, -0.0535, -0.0303, -0.0843, -0.0409, -0.0012, 0.0019, 0.0027, 0.0029, 0.0029, -0.0253, -0.0487, -0.066, -0.0819, -0.0819, -0.133, -0.1011, -0.0718, -0.0616, -0.0865, -0.0833, -0.0733, -0.0757, -0.0786, -0.0854, -0.117, -0.117, -0.1295, -0.1461, -0.1431, -0.124, -0.135, -0.1442, -0.1873, -0.2156, -0.2429, -0.2368, -0.1845, -0.2793, -0.3285, -0.2981, -0.2619, -0.2794, -0.2992, -0.333, -0.3213, -0.3213, -0.3129, -0.3008, -0.3033, -0.3015, -0.3254, -0.3345, -0.3069, -0.2979, -0.2914, -0.2502, -0.2396, -0.2088, -0.2115, -0.1883, -0.192, -0.2194, -0.217, -0.2072, -0.2203, -0.2112, -0.199, -0.2109, -0.1959, -0.2217, -0.1693, -0.2006, -0.1996, -0.2378, -0.2611, -0.2896, -0.2445, -0.2434, -0.2332, -0.2332, -0.2359, -0.2249, -0.273, -0.326, -0.3386, -0.3163, -0.2991, -0.2658, -0.2626, -0.2439, -0.2465, -0.2461, -0.2117, -0.2688, -0.2609, -0.2609, -0.2708, -0.2874, -0.2815, -0.2559, -0.2458, -0.298]}
{"unit_id": "quote:1987762195804156288", "ticker_idx": 1, "ts": "2025-11-10T06:00:12+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "my biggest positions are $PLTR and $MU", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds PLTR and MU as biggest positions, bullish on chips and ontology theme.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "Your money should be in both Chips and Ontology\n\nThat's why my biggest positions are $PLTR and $MU", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": -0.06071848251934986, "ret_signed_m1d": -0.06071848251934986, "alpha_spy_m1d": -0.0453539562412244, "alpha_c_m1d": -0.03097963998189235, "bench_spy_m1d": -0.015364526278125457, "bench_c_m1d": -0.02973884253745751, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0481246997199003, "ret_signed_p1d": -0.0481246997199003, "alpha_spy_p1d": -0.05041405757443873, "alpha_c_p1d": -0.026552157847900104, "bench_spy_p1d": 0.002289357854538432, "bench_c_p1d": -0.021572541872000195, "ret_p1w": -0.044808467945534614, "ret_signed_p1w": -0.044808467945534614, "alpha_spy_p1w": -0.021666356350221516, "alpha_c_p1w": 0.006725947117754427, "bench_spy_p1w": -0.023142111595313097, "bench_c_p1w": -0.05153441506328904, "ret_p1m": -0.003474070057890688, "ret_signed_p1m": -0.003474070057890688, "alpha_spy_p1m": -0.005822129395878783, "alpha_c_p1m": -0.031930784961406444, "bench_spy_p1m": 0.0023480593379880954, "bench_c_p1m": 0.028456714903515756, "ret_p3m": 0.5122176055763579, "ret_signed_p3m": 0.5122176055763579, "alpha_spy_p3m": 0.5148850009843124, "alpha_c_p3m": 0.44681518882506643, "bench_spy_p3m": -0.002667395407954576, "bench_c_p3m": 0.06540241675129144, "ret_p6m": 1.5295211549421501, "ret_signed_p6m": 1.5295211549421501, "alpha_spy_p6m": 1.4613549152309397, "alpha_c_p6m": 1.0681749951563004, "bench_spy_p6m": 0.06816623971121039, "bench_c_p6m": 0.4613461597858497, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.003474070057890688, "alpha_spy_stated": -0.005822129395878783, "alpha_c_stated": -0.031930784961406444, "price_path": [-0.5097, -0.5057, -0.5231, -0.5125, -0.5185, -0.5376, -0.5432, -0.5357, -0.5407, -0.5404, -0.5354, -0.5187, -0.5305, -0.5305, -0.5325, -0.5316, -0.5099, -0.4817, -0.4813, -0.4664, -0.4476, -0.4059, -0.3797, -0.3775, -0.3734, -0.3688, -0.3337, -0.358, -0.3505, -0.3434, -0.362, -0.3812, -0.3795, -0.3533, -0.3399, -0.2813, -0.275, -0.2585, -0.2461, -0.2669, -0.2241, -0.2407, -0.2831, -0.239, -0.2615, -0.2422, -0.2004, -0.201, -0.1837, -0.2014, -0.2165, -0.1839, -0.1353, -0.1311, -0.1239, -0.1053, -0.1156, -0.1166, -0.0734, -0.1392, -0.0624, -0.0591, -0.0607, 0.0, -0.0481, -0.0332, -0.0645, -0.0255, -0.0448, -0.0979, -0.1081, -0.205, -0.1813, -0.1159, -0.1136, -0.091, -0.091, -0.0664, -0.0507, -0.0545, -0.0756, -0.1052, -0.0635, -0.0252, -0.0035, 0.0411, 0.0204, -0.048, -0.0624, -0.0821, -0.1097, -0.0188, 0.0498, 0.0919, 0.0907, 0.1318, 0.1318, 0.1243, 0.1626, 0.1557, 0.1272, 0.1272, 0.2457, 0.2328, 0.3564, 0.341, 0.2916, 0.3629, 0.366, 0.3354, 0.3166, 0.3295, 0.4327, 0.4327, 0.4416, 0.5368, 0.5702, 0.5784, 0.5367, 0.6202, 0.7191, 0.7211, 0.6386, 0.7291, 0.6566, 0.4984, 0.5122, 0.5588, 0.5146, 0.4741, 0.6206, 0.635, 0.6258, 0.6258, 0.5789, 0.6625, 0.6483, 0.6911, 0.6626, 0.6509, 0.6943, 0.6412, 0.6286, 0.6298, 0.4995, 0.5828, 0.5681, 0.4625, 0.5376, 0.5921, 0.6536, 0.6009, 0.683, 0.7449, 0.8234, 0.8236, 0.7546, 0.6702, 0.597, 0.5621, 0.5091, 0.4039, 0.4108, 0.2715, 0.3349, 0.4534, 0.4471, 0.4471, 0.4926, 0.4919, 0.607, 0.6654, 0.6618, 0.6854, 0.8399, 0.8026, 0.8066, 0.798, 0.7718, 0.7756, 0.9261, 0.9033, 0.9626, 1.0726, 0.9925, 1.0485, 1.0434, 1.1423, 1.2776, 1.5295]}
{"unit_id": "quote:2013001103764557940", "ticker_idx": 0, "ts": "2026-01-18T21:30:37+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU Micron is now the 19th largest company in the US, bigger than $PLTR Yet it trades at one of the lowest forward P/Es... Memory sits at the very heart of AI growth and we're still very early in this revolution.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long MU: deeply undervalued at 9.6x forward P/E vs peers; memory central to AI growth with early innings tailwind.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU Micron is now the 19th largest company in the US, bigger than $PLTR\n\nYet it trades at one of the lowest forward P/Es:\n\nPalantir: 170x\nCostco: 46x\nAMD: 34x\nMicron: 9.6x\n\nMemory sits at the very heart of AI growth and we're still very early in this revolution. https://t.co/8GYmo9Pw9v", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": -0.006164380009599069, "ret_signed_m1d": -0.006164380009599069, "alpha_spy_m1d": -0.02694419046685137, "alpha_c_m1d": -0.03177978927923786, "bench_spy_m1d": 0.0207798104572523, "bench_c_m1d": 0.02561540926963879, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.06605473155081532, "ret_signed_p1d": 0.06605473155081532, "alpha_spy_p1d": 0.054513622269154016, "alpha_c_p1d": 0.03649460553751038, "bench_spy_p1d": 0.0115411092816613, "bench_c_p1d": 0.029560126013304933, "ret_p1w": 0.12394513294440679, "ret_signed_p1w": 0.12394513294440679, "alpha_spy_p1w": 0.09751285398871579, "alpha_c_p1w": 0.08075759043836794, "bench_spy_p1w": 0.026432278955691002, "bench_c_p1w": 0.043187542506038845, "ret_p1m": 0.15328768885560184, "ret_signed_p1m": 0.15328768885560184, "alpha_spy_p1m": 0.14043314291040288, "alpha_c_p1m": 0.09652401070546457, "bench_spy_p1m": 0.01285454594519897, "bench_c_p1m": 0.056763678150137276, "ret_p3m": 0.24729086635899833, "ret_signed_p3m": 0.24729086635899833, "alpha_spy_p3m": 0.196375182581372, "alpha_c_p3m": 0.058326020318802296, "bench_spy_p3m": 0.05091568377762634, "bench_c_p3m": 0.18896484604019603, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.15328768885560184, "alpha_spy_stated": 0.14043314291040288, "alpha_c_stated": 0.09652401070546457, "price_path": [-0.4339, -0.4002, -0.3972, -0.3923, -0.3793, -0.3865, -0.3872, -0.3572, -0.4029, -0.3496, -0.3473, -0.3484, -0.3063, -0.3397, -0.3293, -0.3511, -0.324, -0.3374, -0.3742, -0.3813, -0.4485, -0.4321, -0.3867, -0.3851, -0.3694, -0.3694, -0.3524, -0.3415, -0.3441, -0.3587, -0.3793, -0.3503, -0.3238, -0.3087, -0.2778, -0.2922, -0.3396, -0.3496, -0.3632, -0.3824, -0.3193, -0.2717, -0.2425, -0.2434, -0.2149, -0.2149, -0.2201, -0.1935, -0.1983, -0.2181, -0.2181, -0.1358, -0.1448, -0.0591, -0.0697, -0.1041, -0.0545, -0.0524, -0.0736, -0.0867, -0.0777, -0.0062, -0.0062, 0.0, 0.0661, 0.0893, 0.0949, 0.066, 0.1239, 0.1925, 0.1939, 0.1367, 0.1995, 0.1492, 0.0395, 0.049, 0.0813, 0.0507, 0.0226, 0.1242, 0.1342, 0.1278, 0.1278, 0.0953, 0.1533, 0.1434, 0.1731, 0.1533, 0.1452, 0.1753, 0.1385, 0.1298, 0.1306, 0.0402, 0.098, 0.0878, 0.0145, 0.0666, 0.1044, 0.1471, 0.1105, 0.1675, 0.2104, 0.2649, 0.265, 0.2172, 0.1586, 0.1078, 0.0836, 0.0468, -0.0261, -0.0213, -0.118, -0.074, 0.0082, 0.0038, 0.0038, 0.0354, 0.0349, 0.1148, 0.1553, 0.1528, 0.1691, 0.2763, 0.2505, 0.2532, 0.2473, 0.2291, 0.2317, 0.3361, 0.3203, 0.3614, 0.4378, 0.3822, 0.421, 0.4175, 0.4861, 0.58, 0.7547, 0.827, 0.7723, 1.0469, 1.1799, 1.1011, 1.2027, 1.1269, 0.9862, 0.868, 0.9152, 1.0063, 1.0888, 1.0584, 1.0584, 1.4555, 1.5447, 1.5313, 1.6614, 1.8382, 1.9166, 1.959, 1.7299, 1.3681, 1.6019, 1.5652, 1.4445, 1.7296, 1.6905, 1.982, 1.7978, 1.8593, 2.1081, 2.1081, 2.3202, 1.8828, 1.8828, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2013438041592078676", "ticker_idx": 0, "ts": "2026-01-20T02:26:51+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Micron is definitely a $1T company. This isn't shortage. This is a permanent and structural shift.", "tweet_type": "prediction", "timeline": "years", "summary": "Bullish Micron to $1T market cap on permanent structural shift, not a cyclical shortage.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@ChessWarri42621 @_van_ai_learn_ Micron is definitely a $1T company. This isn't shortage. This is a permanent and structural shift.", "reply_text": null, "parent_text": "@_van_ai_learn_ @TradexWhisperer $900 in a year.", "quoted_text": null, "parent_author": "ChessWarri42621", "ret_m1d": -0.006164380009599069, "ret_signed_m1d": -0.006164380009599069, "alpha_spy_m1d": -0.02694419046685137, "alpha_c_m1d": -0.03177978927923786, "bench_spy_m1d": 0.0207798104572523, "bench_c_m1d": 0.02561540926963879, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.06605473155081532, "ret_signed_p1d": 0.06605473155081532, "alpha_spy_p1d": 0.054513622269154016, "alpha_c_p1d": 0.03649460553751038, "bench_spy_p1d": 0.0115411092816613, "bench_c_p1d": 0.029560126013304933, "ret_p1w": 0.12394513294440679, "ret_signed_p1w": 0.12394513294440679, "alpha_spy_p1w": 0.09751285398871579, "alpha_c_p1w": 0.08075759043836794, "bench_spy_p1w": 0.026432278955691002, "bench_c_p1w": 0.043187542506038845, "ret_p1m": 0.15328768885560184, "ret_signed_p1m": 0.15328768885560184, "alpha_spy_p1m": 0.14043314291040288, "alpha_c_p1m": 0.09652401070546457, "bench_spy_p1m": 0.01285454594519897, "bench_c_p1m": 0.056763678150137276, "ret_p3m": 0.24729086635899833, "ret_signed_p3m": 0.24729086635899833, "alpha_spy_p3m": 0.196375182581372, "alpha_c_p3m": 0.058326020318802296, "bench_spy_p3m": 0.05091568377762634, "bench_c_p3m": 0.18896484604019603, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.4339, -0.4002, -0.3972, -0.3923, -0.3793, -0.3865, -0.3872, -0.3572, -0.4029, -0.3496, -0.3473, -0.3484, -0.3063, -0.3397, -0.3293, -0.3511, -0.324, -0.3374, -0.3742, -0.3813, -0.4485, -0.4321, -0.3867, -0.3851, -0.3694, -0.3694, -0.3524, -0.3415, -0.3441, -0.3587, -0.3793, -0.3503, -0.3238, -0.3087, -0.2778, -0.2922, -0.3396, -0.3496, -0.3632, -0.3824, -0.3193, -0.2717, -0.2425, -0.2434, -0.2149, -0.2149, -0.2201, -0.1935, -0.1983, -0.2181, -0.2181, -0.1358, -0.1448, -0.0591, -0.0697, -0.1041, -0.0545, -0.0524, -0.0736, -0.0867, -0.0777, -0.0062, -0.0062, 0.0, 0.0661, 0.0893, 0.0949, 0.066, 0.1239, 0.1925, 0.1939, 0.1367, 0.1995, 0.1492, 0.0395, 0.049, 0.0813, 0.0507, 0.0226, 0.1242, 0.1342, 0.1278, 0.1278, 0.0953, 0.1533, 0.1434, 0.1731, 0.1533, 0.1452, 0.1753, 0.1385, 0.1298, 0.1306, 0.0402, 0.098, 0.0878, 0.0145, 0.0666, 0.1044, 0.1471, 0.1105, 0.1675, 0.2104, 0.2649, 0.265, 0.2172, 0.1586, 0.1078, 0.0836, 0.0468, -0.0261, -0.0213, -0.118, -0.074, 0.0082, 0.0038, 0.0038, 0.0354, 0.0349, 0.1148, 0.1553, 0.1528, 0.1691, 0.2763, 0.2505, 0.2532, 0.2473, 0.2291, 0.2317, 0.3361, 0.3203, 0.3614, 0.4378, 0.3822, 0.421, 0.4175, 0.4861, 0.58, 0.7547, 0.827, 0.7723, 1.0469, 1.1799, 1.1011, 1.2027, 1.1269, 0.9862, 0.868, 0.9152, 1.0063, 1.0888, 1.0584, 1.0584, 1.4555, 1.5447, 1.5313, 1.6614, 1.8382, 1.9166, 1.959, 1.7299, 1.3681, 1.6019, 1.5652, 1.4445, 1.7296, 1.6905, 1.982, 1.7978, 1.8593, 2.1081, 2.1081, 2.3202, 1.8828, 1.8828, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2020716282363236508", "ticker_idx": 0, "ts": "2026-02-09T04:27:59+00:00", "symbol": "TSM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Bigger than I thought as well. I am bullish.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Author is bullish on TSM, echoing parent's view that it is a core long position.", "resolved_tickers": ["TSM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@QualCompounders Bigger than I thought as well. I am bullish.", "reply_text": null, "parent_text": "@TradexWhisperer Exactly how I feel $TSM is my largest position. I can’t bring myself to trim it. They just have such a defensive MOAT.", "quoted_text": null, "parent_author": "QualCompounders", "ret_m1d": -0.018457448190379977, "ret_signed_m1d": -0.018457448190379977, "alpha_spy_m1d": -0.013658858959698095, "alpha_c_m1d": -0.006161862121164874, "bench_spy_m1d": -0.004798589230681882, "bench_c_m1d": -0.012295586069215103, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.01828879952792195, "ret_signed_p1d": 0.01828879952792195, "alpha_spy_p1d": 0.020925857298621398, "alpha_c_p1d": 0.022936492038008405, "bench_spy_p1d": -0.002637057770699447, "bench_c_p1d": -0.004647692510086454, "ret_p1w": 0.030809538609539278, "ret_signed_p1w": 0.030809538609539278, "alpha_spy_p1w": 0.04839004164174898, "alpha_c_p1w": 0.028178265179614748, "bench_spy_p1w": -0.017580503032209704, "bench_c_p1w": 0.00263127342992453, "ret_p1m": -0.023409539110134103, "ret_signed_p1m": -0.023409539110134103, "alpha_spy_p1m": 0.0007564462753455459, "alpha_c_p1m": -0.0004905486660048419, "bench_spy_p1m": -0.02416598538547965, "bench_c_p1m": -0.02291899044412926, "ret_p3m": 0.16855743337104778, "ret_signed_p3m": 0.16855743337104778, "alpha_spy_p3m": 0.11145245311272856, "alpha_c_p3m": -0.1596117137885209, "bench_spy_p3m": 0.05710498025831923, "bench_c_p3m": 0.3281691471595687, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.023409539110134103, "alpha_spy_stated": 0.0007564462753455459, "alpha_c_stated": -0.0004905486660048419, "price_path": [-0.1845, -0.2081, -0.2008, -0.2087, -0.2202, -0.2076, -0.2213, -0.2282, -0.2013, -0.2012, -0.1864, -0.1864, -0.182, -0.1927, -0.1804, -0.1709, -0.178, -0.173, -0.1529, -0.1486, -0.1297, -0.1423, -0.1783, -0.1904, -0.1928, -0.2207, -0.199, -0.187, -0.1748, -0.1645, -0.1593, -0.1593, -0.1479, -0.1533, -0.1571, -0.145, -0.145, -0.1007, -0.0933, -0.0787, -0.1033, -0.1052, -0.0894, -0.0665, -0.0681, -0.0796, -0.0387, -0.0366, -0.0366, -0.0795, -0.0824, -0.0789, -0.0578, -0.0639, -0.048, -0.0369, -0.0446, -0.0699, -0.0395, -0.0553, -0.0835, -0.0694, -0.0185, 0.0, 0.0183, 0.0526, 0.0357, 0.0308, 0.0308, 0.0247, 0.0193, 0.014, 0.0426, 0.0412, 0.0854, 0.0909, 0.0602, 0.0539, 0.0385, -0.0064, 0.0057, -0.0044, -0.0465, -0.0189, -0.0234, -0.0024, -0.0526, -0.0481, -0.0427, -0.0238, -0.0419, -0.0441, -0.071, -0.045, -0.0315, -0.0188, -0.0799, -0.0781, -0.107, -0.0464, -0.0365, -0.0434, -0.0434, -0.0357, -0.0257, 0.0324, 0.0313, 0.0457, 0.0428, 0.0719, 0.0584, 0.0252, 0.0454, 0.0334, 0.0386, 0.0932, 0.0797, 0.1356, 0.1427, 0.107, 0.1112, 0.1175, 0.1221, 0.1332, 0.1129, 0.1837, 0.1686, 0.1616, 0.1414, 0.121, 0.1281, 0.1786, 0.1409, 0.1172, 0.1078, 0.1332, 0.1488, 0.1414, 0.1414, 0.1634, 0.1928, 0.1988, 0.1807, 0.2292, 0.2604, 0.2322, 0.2554, 0.1714, 0.2043, 0.2074, 0.1533, 0.1909, 0.199, 0.2484, 0.2043, 0.2222, 0.307, 0.307, 0.3227, 0.2342, 0.2342, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:1973416570572644657", "ticker_idx": 0, "ts": "2025-10-01T15:55:49+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU $178.08\n\nBargain of the Century", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Author endorses MU as a bargain at $178.08, citing low PE/PS ratios and surging HBM/DRAM/NAND fundamentals.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU $178.08\n\nBargain of the Century", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": -0.08141628184698346, "ret_signed_m1d": -0.08141628184698346, "alpha_spy_m1d": -0.07802028142532591, "alpha_c_m1d": -0.059449729316424116, "bench_spy_m1d": -0.0033960004216575523, "bench_c_m1d": -0.021966552530559347, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.008784081657135845, "ret_signed_p1d": 0.008784081657135845, "alpha_spy_p1d": 0.007632256860449882, "alpha_c_p1d": -0.004851336228901104, "bench_spy_p1d": 0.001151824796685963, "bench_c_p1d": 0.013635417886036949, "ret_p1w": 0.07967661304428608, "ret_signed_p1w": 0.07967661304428608, "alpha_spy_p1w": 0.07270526964610369, "alpha_c_p1w": 0.04257626219593469, "bench_spy_p1w": 0.006971343398182395, "bench_c_p1w": 0.03710035084835139, "ret_p1m": 0.2305808222005128, "ret_signed_p1m": 0.2305808222005128, "alpha_spy_p1m": 0.21355626064840783, "alpha_c_p1m": 0.14055708370051145, "bench_spy_p1m": 0.017024561552104966, "bench_c_p1m": 0.09002373850000134, "ret_p3m": 0.6177512157002236, "ret_signed_p3m": 0.6177512157002236, "alpha_spy_p3m": 0.5856882101197056, "alpha_c_p3m": 0.5228928999411109, "bench_spy_p3m": 0.032063005580518, "bench_c_p3m": 0.09485831575911274, "ret_p6m": 0.9534796941464763, "ret_signed_p6m": 0.9534796941464763, "alpha_spy_p6m": 0.9829311848854311, "alpha_c_p6m": 0.8086296165899456, "bench_spy_p6m": -0.02945149073895481, "bench_c_p6m": 0.14485007755653068, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.2305808222005128, "alpha_spy_stated": 0.21355626064840783, "alpha_c_stated": 0.14055708370051145, "price_path": [-0.3293, -0.3416, -0.3169, -0.3289, -0.3241, -0.3163, -0.3488, -0.3406, -0.3608, -0.3782, -0.372, -0.3784, -0.4004, -0.397, -0.3866, -0.3892, -0.3892, -0.3853, -0.3701, -0.4008, -0.4242, -0.4083, -0.4013, -0.4028, -0.3858, -0.3473, -0.3208, -0.2987, -0.3178, -0.3122, -0.3364, -0.3217, -0.3299, -0.3565, -0.3643, -0.3539, -0.3609, -0.3604, -0.3536, -0.3302, -0.3466, -0.3466, -0.3495, -0.3482, -0.3181, -0.2788, -0.2783, -0.2575, -0.2314, -0.1734, -0.1368, -0.1338, -0.1281, -0.1217, -0.0728, -0.1066, -0.0962, -0.0864, -0.1122, -0.139, -0.1366, -0.1002, -0.0814, 0.0, 0.0088, 0.0318, 0.049, 0.0201, 0.0797, 0.0565, -0.0024, 0.059, 0.0276, 0.0544, 0.1126, 0.1118, 0.1359, 0.1113, 0.0903, 0.1355, 0.2032, 0.2091, 0.219, 0.245, 0.2306, 0.2293, 0.2893, 0.1977, 0.3047, 0.3092, 0.307, 0.3915, 0.3245, 0.3453, 0.3017, 0.3559, 0.3291, 0.2552, 0.2411, 0.1062, 0.1392, 0.2301, 0.2334, 0.2649, 0.2649, 0.2991, 0.3209, 0.3156, 0.2863, 0.2451, 0.3031, 0.3564, 0.3866, 0.4487, 0.4198, 0.3247, 0.3047, 0.2773, 0.2389, 0.3654, 0.4608, 0.5194, 0.5177, 0.5749, 0.5749, 0.5645, 0.6178, 0.6082, 0.5685, 0.5685, 0.7334, 0.7155, 0.8874, 0.866, 0.7972, 0.8965, 0.9008, 0.8582, 0.832, 0.85, 0.9935, 0.9935, 1.0059, 1.1384, 1.185, 1.1963, 1.1383, 1.2545, 1.3921, 1.3949, 1.28, 1.406, 1.3051, 1.085, 1.1042, 1.1691, 1.1076, 1.0512, 1.2551, 1.275, 1.2623, 1.2623, 1.197, 1.3134, 1.2936, 1.3531, 1.3135, 1.2972, 1.3576, 1.2838, 1.2662, 1.2679, 1.0866, 1.2025, 1.182, 1.035, 1.1396, 1.2153, 1.301, 1.2277, 1.3419, 1.428, 1.5373, 1.5375, 1.4415, 1.3241, 1.2222, 1.1737, 1.0998, 0.9535]}
{"unit_id": "orig:1998986032159797292", "ticker_idx": 0, "ts": "2025-12-11T05:19:44+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The next AI train is coming, and it's going to absolutely wreck every single bear.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish on all listed AI-exposed names; dismisses rate concerns and bears, expects AI-driven exponential upside.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "original", "lang": "en", "tweet_text": "AI doesn’t give a fuck about rate cuts or some retard’s short position.\n\nIt’s the only invention that builds better versions of itself, exponentially forever. \n\nThe next AI train is coming, and it’s going to absolutely wreck every single bear.\n\n$PLTR $TSM $MU $MSFT $GOOGL $TSLA $IREN $NVDA", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0019729678427151676, "ret_signed_m1d": 0.0019729678427151676, "alpha_spy_m1d": 0.004294601063778325, "alpha_c_m1d": 0.004294601063778325, "bench_spy_m1d": -0.0023216332210631574, "bench_c_m1d": -0.0023216332210631574, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.02116874322298279, "ret_signed_p1d": -0.02116874322298279, "alpha_spy_p1d": -0.010416756944720107, "alpha_c_p1d": -0.010416756944720107, "bench_spy_p1d": -0.010751986278262682, "bench_c_p1d": -0.010751986278262682, "ret_p1w": -0.009864513762160576, "ret_signed_p1w": -0.009864513762160576, "alpha_spy_p1w": 0.0085635336459845, "alpha_c_p1w": 0.0085635336459845, "bench_spy_p1w": -0.018428047408145076, "bench_c_p1w": -0.018428047408145076, "ret_p1m": -0.053588504600377784, "ret_signed_p1m": -0.053588504600377784, "alpha_spy_p1m": -0.06367442440701054, "alpha_c_p1m": -0.06367442440701054, "bench_spy_p1m": 0.01008591980663276, "bench_c_p1m": 0.01008591980663276, "ret_p3m": -0.19409190145884414, "ret_signed_p3m": -0.19409190145884414, "alpha_spy_p3m": -0.17959765566951114, "alpha_c_p3m": -0.17959765566951114, "bench_spy_p3m": -0.014494245789333005, "bench_c_p3m": -0.014494245789333005, "ret_p6m": -0.27732748410352903, "ret_signed_p6m": -0.27732748410352903, "alpha_spy_p6m": -0.35362160777025753, "alpha_c_p6m": -0.35362160777025753, "bench_spy_p6m": 0.0762941236667285, "bench_c_p6m": 0.0762941236667285, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.053588504600377784, "alpha_spy_stated": -0.06367442440701054, "alpha_c_stated": -0.06367442440701054, "price_path": [-0.0871, -0.0921, -0.1024, -0.0564, -0.0275, -0.0438, -0.0266, -0.0426, -0.0449, -0.0532, -0.0463, -0.0273, -0.0138, -0.0026, -0.0772, -0.0427, -0.0286, -0.0212, -0.011, -0.0645, -0.0551, -0.0416, -0.0422, -0.0502, -0.0501, -0.0317, -0.0322, -0.0643, -0.0376, -0.0155, 0.0087, 0.011, 0.0601, 0.0374, 0.0689, 0.1047, 0.0171, 0.0019, -0.0666, -0.0512, 0.0324, 0.0182, -0.018, -0.0821, -0.0721, -0.0869, -0.1078, -0.1179, -0.1695, -0.1743, -0.1349, -0.1279, -0.1161, -0.1161, -0.1018, -0.1069, -0.0898, -0.0611, -0.0513, -0.0308, -0.0323, -0.0304, 0.002, 0.0, -0.0212, -0.0229, 0.0011, -0.0547, -0.0099, 0.0311, 0.0343, 0.0351, 0.0354, 0.0354, 0.0062, -0.0179, -0.0357, -0.0522, -0.0522, -0.1049, -0.072, -0.0418, -0.0312, -0.0569, -0.0536, -0.0434, -0.0458, -0.0487, -0.0558, -0.0884, -0.0884, -0.1014, -0.1184, -0.1154, -0.0957, -0.107, -0.1165, -0.161, -0.1903, -0.2184, -0.2121, -0.1582, -0.2559, -0.3068, -0.2754, -0.238, -0.2561, -0.2765, -0.3115, -0.2993, -0.2993, -0.2907, -0.2781, -0.2807, -0.2789, -0.3036, -0.313, -0.2845, -0.2751, -0.2685, -0.2259, -0.215, -0.1832, -0.1859, -0.162, -0.1659, -0.1941, -0.1916, -0.1815, -0.1951, -0.1857, -0.1731, -0.1854, -0.1699, -0.1965, -0.1424, -0.1747, -0.1737, -0.2132, -0.2372, -0.2666, -0.22, -0.2189, -0.2084, -0.2084, -0.2112, -0.1998, -0.2494, -0.3042, -0.3172, -0.2942, -0.2764, -0.242, -0.2388, -0.2194, -0.2221, -0.2217, -0.1862, -0.2451, -0.237, -0.237, -0.2472, -0.2643, -0.2582, -0.2318, -0.2213, -0.2753, -0.2866, -0.2692, -0.2652, -0.2701, -0.2748, -0.3065, -0.2869, -0.2855, -0.2794, -0.2788, -0.2687, -0.2673, -0.2701, -0.2701, -0.2716, -0.2934, -0.2357, -0.1653, -0.1434, -0.1886, -0.2418, -0.2444, -0.2773]}
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{"unit_id": "orig:1998986032159797292", "ticker_idx": 7, "ts": "2025-12-11T05:19:44+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The next AI train is coming, and it's going to absolutely wreck every single bear.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish on all listed AI-exposed names; dismisses rate concerns and bears, expects AI-driven exponential upside.", "resolved_tickers": ["NVDA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "AI doesn’t give a fuck about rate cuts or some retard’s short position.\n\nIt’s the only invention that builds better versions of itself, exponentially forever. \n\nThe next AI train is coming, and it’s going to absolutely wreck every single bear.\n\n$PLTR $TSM $MU $MSFT $GOOGL $TSLA $IREN $NVDA", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.015752028015239006, "ret_signed_m1d": 0.015752028015239006, "alpha_spy_m1d": 0.018073661236302163, "alpha_c_m1d": 0.007097171167160576, "bench_spy_m1d": -0.0023216332210631574, "bench_c_m1d": 0.00865485684807843, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03266449001911087, "ret_signed_p1d": -0.03266449001911087, "alpha_spy_p1d": -0.021912503740848188, "alpha_c_p1d": 0.012551089036860197, "bench_spy_p1d": -0.010751986278262682, "bench_c_p1d": -0.04521557905597107, "ret_p1w": -0.037528298402522364, "ret_signed_p1w": -0.037528298402522364, "alpha_spy_p1w": -0.019100250994377288, "alpha_c_p1w": 0.02621030360934251, "bench_spy_p1w": -0.018428047408145076, "bench_c_p1w": -0.06373860201186488, "ret_p1m": 0.021721132251899755, "ret_signed_p1m": 0.021721132251899755, "alpha_spy_p1m": 0.011635212445266996, "alpha_c_p1m": -0.030965873164659374, "bench_spy_p1m": 0.01008591980663276, "bench_c_p1m": 0.05268700541655913, "ret_p3m": 0.021223706898844563, "ret_signed_p3m": 0.021223706898844563, "alpha_spy_p3m": 0.03571795268817757, "alpha_c_p3m": -0.05339761886850125, "bench_spy_p3m": -0.014494245789333005, "bench_c_p3m": 0.07462132576734581, "ret_p6m": 0.13497030266783283, "ret_signed_p6m": 0.13497030266783283, "alpha_spy_p6m": 0.058676179001104334, "alpha_c_p6m": -0.40581706901130055, "bench_spy_p6m": 0.0762941236667285, "bench_c_p6m": 0.5407873716791334, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.021721132251899755, "alpha_spy_stated": 0.011635212445266996, "alpha_c_stated": -0.030965873164659374, "price_path": [-0.0176, -0.0335, -0.0589, -0.026, -0.0236, 0.0148, -0.0139, -0.0219, -0.018, -0.0152, 0.005, 0.0312, 0.0348, 0.0439, 0.0369, 0.0254, 0.0227, 0.0452, 0.0643, 0.0123, 0.0408, -0.005, -0.0061, 0.0048, 0.0126, 0.0094, 0.0012, -0.0036, 0.0067, 0.0294, 0.0583, 0.111, 0.1442, 0.1213, 0.1191, 0.1434, 0.0981, 0.0789, 0.0395, 0.0398, 0.1001, 0.0675, 0.0711, 0.0327, 0.051, 0.0313, 0.0023, 0.0308, -0.0017, -0.0114, 0.0089, -0.0172, -0.0038, -0.0038, -0.0218, -0.0056, 0.0029, -0.0075, 0.0135, 0.0082, 0.0255, 0.0223, 0.0158, 0.0, -0.0327, -0.0256, -0.0177, -0.0552, -0.0375, 0.0003, 0.0153, 0.0458, 0.0424, 0.0424, 0.0531, 0.0403, 0.0365, 0.0308, 0.0308, 0.0438, 0.0397, 0.0349, 0.0452, 0.0227, 0.0217, 0.0222, 0.027, 0.0122, 0.0338, 0.0293, 0.0293, -0.0158, 0.0132, 0.0216, 0.0373, 0.0306, 0.0419, 0.0585, 0.064, 0.0564, 0.0259, -0.0033, -0.0373, -0.05, 0.0248, 0.0504, 0.0421, 0.0504, 0.0332, 0.0104, 0.0104, 0.0223, 0.039, 0.0385, 0.0491, 0.0587, 0.0659, 0.0809, 0.0219, -0.0207, 0.0086, -0.0049, 0.0117, 0.0133, -0.0172, 0.0095, 0.0212, 0.0282, 0.0123, -0.0037, 0.0127, 0.0056, -0.0029, -0.013, -0.0454, -0.0292, -0.0316, -0.0124, -0.0535, -0.0741, -0.0871, -0.036, -0.0286, -0.0195, -0.0195, -0.0181, -0.0156, 0.0064, 0.0165, 0.0426, 0.0464, 0.0862, 0.0992, 0.0963, 0.1147, 0.1168, 0.1048, 0.1193, 0.1035, 0.1512, 0.1973, 0.1783, 0.1566, 0.1031, 0.0969, 0.0971, 0.0861, 0.1487, 0.169, 0.1895, 0.2129, 0.2203, 0.2482, 0.303, 0.2454, 0.2288, 0.2194, 0.2352, 0.2133, 0.1902, 0.1902, 0.1876, 0.1751, 0.1842, 0.167, 0.2401, 0.2316, 0.187, 0.21, 0.135]}
{"unit_id": "quote:2009874555532390490", "ticker_idx": 0, "ts": "2026-01-10T06:26:50+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I haven't sold a single share in my long term account. The position stands at ~300% gains.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds RKLB long-term (~300% gains, no shares sold); implied long PLTR similarly held; focused on MU and HBM chips.", "resolved_tickers": ["RKLB"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "quote", "lang": "en", "tweet_text": "Just like $PLTR, I have not forgotten about $RKLB. I haven't sold a single share in my long term account. The position stands at ~300% gains.\n\nI've been focused on $MU and HBM chips.\n\nOwn Ontology. Buy Chips. Dominate Space. https://t.co/sMANT3lZsU", "reply_text": null, "parent_text": null, "quoted_text": "It's 2025 and NEUTRON is coming\n\nSingle Neutron launch: $55M\nLast quarter revenue: $106M\n\n$RKLB forecasts that Neutron will be capable of launching 98% of all payloads through 2029. Two dedicated Neutron launches are already booked for 2026 & 2027.\n\nNeutron is reusable rocket https://t.co/9kypR65W3S", "parent_author": null, "ret_m1d": -0.03469855516282161, "ret_signed_m1d": -0.03469855516282161, "alpha_spy_m1d": -0.03313058455494433, "alpha_c_m1d": -0.027099029904005367, "bench_spy_m1d": -0.0015679706078772782, "bench_c_m1d": -0.007599525258816242, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.01501706111387946, "ret_signed_p1d": -0.01501706111387946, "alpha_spy_p1d": -0.013017554348497606, "alpha_c_p1d": -0.020164947693040225, "bench_spy_p1d": -0.0019995067653818532, "bench_c_p1d": 0.005147886579160765, "ret_p1w": 0.09556315563209439, "ret_signed_p1w": 0.09556315563209439, "alpha_spy_p1w": 0.10059797951432392, "alpha_c_p1w": 0.0727036625710713, "bench_spy_p1w": -0.005034823882229533, "bench_c_p1w": 0.022859493061023084, "ret_p1m": -0.1805461031978446, "ret_signed_p1m": -0.1805461031978446, "alpha_spy_p1m": -0.1761730151660572, "alpha_c_p1m": -0.2463669471560579, "bench_spy_p1m": -0.0043730880317873755, "bench_c_p1m": 0.0658208439582133, "ret_p3m": -0.2407281375971262, "ret_signed_p3m": -0.2407281375971262, "alpha_spy_p3m": -0.22146180025960105, "alpha_c_p3m": -0.29897305234348037, "bench_spy_p3m": -0.01926633733752514, "bench_c_p3m": 0.05824491474635418, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.1805461031978446, "alpha_spy_stated": -0.1761730151660572, "alpha_c_stated": -0.2463669471560579, "price_path": [-0.2119, -0.2378, -0.2461, -0.2338, -0.256, -0.311, -0.2768, -0.2655, -0.2535, -0.2747, -0.2473, -0.3069, -0.2835, -0.3022, -0.3564, -0.3581, -0.4356, -0.4125, -0.4096, -0.4171, -0.4315, -0.4852, -0.4819, -0.5073, -0.5133, -0.5038, -0.5509, -0.5415, -0.5171, -0.5154, -0.523, -0.523, -0.5206, -0.5407, -0.5233, -0.4912, -0.4383, -0.4419, -0.4134, -0.3922, -0.3456, -0.2772, -0.3005, -0.3696, -0.3687, -0.3861, -0.3183, -0.1977, -0.1177, -0.122, -0.122, -0.122, -0.1962, -0.2023, -0.1985, -0.2064, -0.2064, -0.1355, -0.111, -0.0213, -0.0435, -0.0548, -0.0347, 0.0, -0.015, 0.0444, 0.0325, 0.0956, 0.0956, 0.0143, -0.0009, 0.0009, 0.0114, -0.0844, -0.0102, 0.0076, -0.0253, -0.0891, -0.1564, -0.0754, -0.1683, -0.2455, -0.1772, -0.1372, -0.1805, -0.208, -0.249, -0.2328, -0.2328, -0.2049, -0.1534, -0.1288, -0.1939, -0.2013, -0.204, -0.2014, -0.1735, -0.2139, -0.1926, -0.2022, -0.1819, -0.2036, -0.2024, -0.1868, -0.2158, -0.1813, -0.2222, -0.2217, -0.1887, -0.1059, -0.2096, -0.1817, -0.2352, -0.2264, -0.2484, -0.1709, -0.2498, -0.3068, -0.3472, -0.2694, -0.2546, -0.2295, -0.2295, -0.2301, -0.2455, -0.2141, -0.2407, -0.2258, -0.1966, -0.1784, -0.1627, -0.0565, -0.0353, 0.0177, -0.0143, 0.0243, -0.0375, -0.0935, -0.0638, -0.1059, -0.1238, -0.0613, -0.1034, -0.0863, -0.104, -0.037, -0.106, 0.1999, 0.335, 0.3374, 0.4124, 0.508, 0.4195, 0.4922, 0.4484, 0.5276, 0.4272, 0.5445, 0.5445, 0.6291, 0.7091, 0.6841, 0.6323, 0.3924, 0.403, 0.3049, 0.3646, 0.2523, 0.2929, 0.2313, 0.1951, 0.3058, 0.1648, 0.2429, 0.1903, 0.2284, 0.22, 0.22, 0.141, 0.0821, 0.0821, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2009874555532390490", "ticker_idx": 1, "ts": "2026-01-10T06:26:50+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Just like $PLTR, I have not forgotten about $RKLB", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds RKLB long-term (~300% gains, no shares sold); implied long PLTR similarly held; focused on MU and HBM chips.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "Just like $PLTR, I have not forgotten about $RKLB. I haven't sold a single share in my long term account. The position stands at ~300% gains.\n\nI've been focused on $MU and HBM chips.\n\nOwn Ontology. Buy Chips. Dominate Space. https://t.co/sMANT3lZsU", "reply_text": null, "parent_text": null, "quoted_text": "It's 2025 and NEUTRON is coming\n\nSingle Neutron launch: $55M\nLast quarter revenue: $106M\n\n$RKLB forecasts that Neutron will be capable of launching 98% of all payloads through 2029. Two dedicated Neutron launches are already booked for 2026 & 2027.\n\nNeutron is reusable rocket https://t.co/9kypR65W3S", "parent_author": null, "ret_m1d": -0.010701734182901657, "ret_signed_m1d": -0.010701734182901657, "alpha_spy_m1d": -0.009133763575024378, "alpha_c_m1d": -0.009133763575024378, "bench_spy_m1d": -0.0015679706078772782, "bench_c_m1d": -0.0015679706078772782, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0025082043311792646, "ret_signed_p1d": -0.0025082043311792646, "alpha_spy_p1d": -0.0005086975657974113, "alpha_c_p1d": -0.0005086975657974113, "bench_spy_p1d": -0.0019995067653818532, "bench_c_p1d": -0.0019995067653818532, "ret_p1w": -0.0470988059515145, "ret_signed_p1w": -0.0470988059515145, "alpha_spy_p1w": -0.042063982069284966, "alpha_c_p1w": -0.042063982069284966, "bench_spy_p1w": -0.005034823882229533, "bench_c_p1w": -0.005034823882229533, "ret_p1m": -0.22239567661131565, "ret_signed_p1m": -0.22239567661131565, "alpha_spy_p1m": -0.21802258857952828, "alpha_c_p1m": -0.21802258857952828, "bench_spy_p1m": -0.0043730880317873755, "bench_c_p1m": -0.0043730880317873755, "ret_p3m": -0.27267151870237105, "ret_signed_p3m": -0.27267151870237105, "alpha_spy_p3m": -0.2534051813648459, "alpha_c_p3m": -0.2534051813648459, "bench_spy_p3m": -0.01926633733752514, "bench_c_p3m": -0.01926633733752514, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.22239567661131565, "alpha_spy_stated": -0.21802258857952828, "alpha_c_stated": -0.21802258857952828, "price_path": [0.0012, -0.0072, -0.007, 0.0122, 0.0117, -0.0218, 0.006, 0.0291, 0.0545, 0.0568, 0.1081, 0.0844, 0.1174, 0.1548, 0.0632, 0.0473, -0.0243, -0.0082, 0.0791, 0.0644, 0.0265, -0.0405, -0.0301, -0.0455, -0.0673, -0.078, -0.1319, -0.1369, -0.0956, -0.0884, -0.076, -0.076, -0.0611, -0.0664, -0.0486, -0.0186, -0.0083, 0.0131, 0.0116, 0.0135, 0.0474, 0.0453, 0.0232, 0.0214, 0.0465, -0.0118, 0.035, 0.0779, 0.0812, 0.082, 0.0823, 0.0823, 0.0518, 0.0266, 0.008, -0.0093, -0.0093, -0.0644, -0.0299, 0.0017, 0.0127, -0.0142, -0.0107, 0.0, -0.0025, -0.0056, -0.013, -0.0471, -0.0471, -0.0606, -0.0785, -0.0753, -0.0547, -0.0666, -0.0764, -0.123, -0.1536, -0.1829, -0.1764, -0.12, -0.2222, -0.2753, -0.2425, -0.2034, -0.2224, -0.2437, -0.2803, -0.2675, -0.2675, -0.2586, -0.2454, -0.2481, -0.2462, -0.2721, -0.2819, -0.252, -0.2423, -0.2353, -0.1908, -0.1794, -0.1461, -0.149, -0.124, -0.1281, -0.1576, -0.155, -0.1444, -0.1586, -0.1488, -0.1356, -0.1485, -0.1323, -0.1601, -0.1035, -0.1373, -0.1363, -0.1775, -0.2026, -0.2333, -0.1847, -0.1835, -0.1725, -0.1725, -0.1755, -0.1635, -0.2154, -0.2727, -0.2862, -0.2622, -0.2436, -0.2077, -0.2043, -0.184, -0.1868, -0.1864, -0.1493, -0.2109, -0.2024, -0.2024, -0.2131, -0.231, -0.2246, -0.197, -0.1861, -0.2425, -0.2543, -0.2361, -0.2319, -0.237, -0.242, -0.2751, -0.2546, -0.2532, -0.2468, -0.2461, -0.2355, -0.2341, -0.2371, -0.2371, -0.2386, -0.2614, -0.201, -0.1275, -0.1046, -0.1518, -0.2074, -0.2102, -0.2446, -0.2393, -0.2639, -0.2742, -0.2694, -0.2866, -0.2491, -0.2573, -0.2719, -0.2839, -0.2839, -0.3339, -0.3495, -0.3495, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2009874555532390490", "ticker_idx": 2, "ts": "2026-01-10T06:26:50+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I've been focused on $MU and HBM chips", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds RKLB long-term (~300% gains, no shares sold); implied long PLTR similarly held; focused on MU and HBM chips.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "Just like $PLTR, I have not forgotten about $RKLB. I haven't sold a single share in my long term account. The position stands at ~300% gains.\n\nI've been focused on $MU and HBM chips.\n\nOwn Ontology. Buy Chips. Dominate Space. https://t.co/sMANT3lZsU", "reply_text": null, "parent_text": null, "quoted_text": "It's 2025 and NEUTRON is coming\n\nSingle Neutron launch: $55M\nLast quarter revenue: $106M\n\n$RKLB forecasts that Neutron will be capable of launching 98% of all payloads through 2029. Two dedicated Neutron launches are already booked for 2026 & 2027.\n\nNeutron is reusable rocket https://t.co/9kypR65W3S", "parent_author": null, "ret_m1d": -0.0022551554638750027, "ret_signed_m1d": -0.0022551554638750027, "alpha_spy_m1d": -0.0006871848559977245, "alpha_c_m1d": 0.0014309204791634889, "bench_spy_m1d": -0.0015679706078772782, "bench_c_m1d": -0.0036860759430384915, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.02237836632576584, "ret_signed_p1d": -0.02237836632576584, "alpha_spy_p1d": -0.02037885956038399, "alpha_c_p1d": -0.024605354266768242, "bench_spy_p1d": -0.0019995067653818532, "bench_c_p1d": 0.0022269879410024007, "ret_p1w": 0.048804501907498965, "ret_signed_p1w": 0.048804501907498965, "alpha_spy_p1w": 0.0538393257897285, "alpha_c_p1w": 0.02389790564702321, "bench_spy_p1w": -0.005034823882229533, "bench_c_p1w": 0.024906596260475755, "ret_p1m": 0.0791626830559422, "ret_signed_p1m": 0.0791626830559422, "alpha_spy_p1m": 0.08353577108772958, "alpha_c_p1m": 0.043069901682523115, "bench_spy_p1m": -0.0043730880317873755, "bench_c_p1m": 0.03609278137341909, "ret_p3m": 0.21920688403241706, "ret_signed_p3m": 0.21920688403241706, "alpha_spy_p3m": 0.2384732213699422, "alpha_c_p3m": 0.11771199455102921, "bench_spy_p3m": -0.01926633733752514, "bench_c_p3m": 0.10149488948138785, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.0791626830559422, "alpha_spy_stated": 0.08353577108772958, "alpha_c_stated": 0.043069901682523115, "price_path": [-0.4453, -0.4147, -0.4151, -0.4024, -0.4154, -0.4264, -0.4026, -0.367, -0.3639, -0.3587, -0.345, -0.3526, -0.3533, -0.3217, -0.3699, -0.3136, -0.3112, -0.3124, -0.2679, -0.3032, -0.2922, -0.3152, -0.2866, -0.3007, -0.3396, -0.3471, -0.418, -0.4007, -0.3528, -0.3511, -0.3345, -0.3345, -0.3166, -0.305, -0.3079, -0.3233, -0.345, -0.3144, -0.2864, -0.2705, -0.2379, -0.253, -0.3031, -0.3136, -0.328, -0.3482, -0.2817, -0.2315, -0.2006, -0.2016, -0.1715, -0.1715, -0.1769, -0.1489, -0.1539, -0.1748, -0.1748, -0.088, -0.0975, -0.0071, -0.0183, -0.0545, -0.0023, 0.0, -0.0224, -0.0362, -0.0267, 0.0488, 0.0488, 0.0553, 0.125, 0.1495, 0.1555, 0.125, 0.1861, 0.2585, 0.26, 0.1995, 0.2658, 0.2127, 0.0969, 0.107, 0.1412, 0.1088, 0.0792, 0.1864, 0.1969, 0.1902, 0.1902, 0.1559, 0.2171, 0.2067, 0.238, 0.2171, 0.2086, 0.2404, 0.2015, 0.1923, 0.1931, 0.0978, 0.1587, 0.148, 0.0706, 0.1256, 0.1655, 0.2105, 0.172, 0.2321, 0.2774, 0.3349, 0.335, 0.2845, 0.2227, 0.1691, 0.1436, 0.1047, 0.0277, 0.0328, -0.0692, -0.0228, 0.064, 0.0593, 0.0593, 0.0927, 0.0921, 0.1765, 0.2192, 0.2165, 0.2338, 0.3469, 0.3196, 0.3225, 0.3163, 0.297, 0.2998, 0.41, 0.3934, 0.4367, 0.5173, 0.4586, 0.4996, 0.4959, 0.5683, 0.6674, 0.8518, 0.9281, 0.8704, 1.1601, 1.3005, 1.2173, 1.3245, 1.2446, 1.0961, 0.9713, 1.0211, 1.1173, 1.2044, 1.1722, 1.1722, 1.5913, 1.6854, 1.6713, 1.8086, 1.9952, 2.0779, 2.1226, 1.8809, 1.4991, 1.7458, 1.707, 1.5797, 1.8805, 1.8393, 2.147, 1.9525, 2.0174, 2.28, 2.28, 2.5039, 2.0422, 2.0422, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2010804972670369945", "ticker_idx": 0, "ts": "2026-01-12T20:03:59+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging.", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Long MU: labeled 'Bargain of the Century' on low valuations, 50% sequential HBM growth, surging DRAM/NAND prices, and supply-constrained multi-year demand.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU Micron anticipates it will only be able to meet half to two-thirds of demand from its key customers, even with expansions.\n\nMicron’s customers are concerned about long-term access to memory with customers lining up for multi-year contracts in order to secure supply.\n\n-Micron CEO Sanjay Mehrotra", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": -0.0022551554638750027, "ret_signed_m1d": -0.0022551554638750027, "alpha_spy_m1d": -0.0006871848559977245, "alpha_c_m1d": 0.0014309204791634889, "bench_spy_m1d": -0.0015679706078772782, "bench_c_m1d": -0.0036860759430384915, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.02237836632576584, "ret_signed_p1d": -0.02237836632576584, "alpha_spy_p1d": -0.02037885956038399, "alpha_c_p1d": -0.024605354266768242, "bench_spy_p1d": -0.0019995067653818532, "bench_c_p1d": 0.0022269879410024007, "ret_p1w": 0.048804501907498965, "ret_signed_p1w": 0.048804501907498965, "alpha_spy_p1w": 0.0538393257897285, "alpha_c_p1w": 0.02389790564702321, "bench_spy_p1w": -0.005034823882229533, "bench_c_p1w": 0.024906596260475755, "ret_p1m": 0.0791626830559422, "ret_signed_p1m": 0.0791626830559422, "alpha_spy_p1m": 0.08353577108772958, "alpha_c_p1m": 0.043069901682523115, "bench_spy_p1m": -0.0043730880317873755, "bench_c_p1m": 0.03609278137341909, "ret_p3m": 0.21920688403241706, "ret_signed_p3m": 0.21920688403241706, "alpha_spy_p3m": 0.2384732213699422, "alpha_c_p3m": 0.11771199455102921, "bench_spy_p3m": -0.01926633733752514, "bench_c_p3m": 0.10149488948138785, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.0791626830559422, "alpha_spy_stated": 0.08353577108772958, "alpha_c_stated": 0.043069901682523115, "price_path": [-0.4453, -0.4147, -0.4151, -0.4024, -0.4154, -0.4264, -0.4026, -0.367, -0.3639, -0.3587, -0.345, -0.3526, -0.3533, -0.3217, -0.3699, -0.3136, -0.3112, -0.3124, -0.2679, -0.3032, -0.2922, -0.3152, -0.2866, -0.3007, -0.3396, -0.3471, -0.418, -0.4007, -0.3528, -0.3511, -0.3345, -0.3345, -0.3166, -0.305, -0.3079, -0.3233, -0.345, -0.3144, -0.2864, -0.2705, -0.2379, -0.253, -0.3031, -0.3136, -0.328, -0.3482, -0.2817, -0.2315, -0.2006, -0.2016, -0.1715, -0.1715, -0.1769, -0.1489, -0.1539, -0.1748, -0.1748, -0.088, -0.0975, -0.0071, -0.0183, -0.0545, -0.0023, 0.0, -0.0224, -0.0362, -0.0267, 0.0488, 0.0488, 0.0553, 0.125, 0.1495, 0.1555, 0.125, 0.1861, 0.2585, 0.26, 0.1995, 0.2658, 0.2127, 0.0969, 0.107, 0.1412, 0.1088, 0.0792, 0.1864, 0.1969, 0.1902, 0.1902, 0.1559, 0.2171, 0.2067, 0.238, 0.2171, 0.2086, 0.2404, 0.2015, 0.1923, 0.1931, 0.0978, 0.1587, 0.148, 0.0706, 0.1256, 0.1655, 0.2105, 0.172, 0.2321, 0.2774, 0.3349, 0.335, 0.2845, 0.2227, 0.1691, 0.1436, 0.1047, 0.0277, 0.0328, -0.0692, -0.0228, 0.064, 0.0593, 0.0593, 0.0927, 0.0921, 0.1765, 0.2192, 0.2165, 0.2338, 0.3469, 0.3196, 0.3225, 0.3163, 0.297, 0.2998, 0.41, 0.3934, 0.4367, 0.5173, 0.4586, 0.4996, 0.4959, 0.5683, 0.6674, 0.8518, 0.9281, 0.8704, 1.1601, 1.3005, 1.2173, 1.3245, 1.2446, 1.0961, 0.9713, 1.0211, 1.1173, 1.2044, 1.1722, 1.1722, 1.5913, 1.6854, 1.6713, 1.8086, 1.9952, 2.0779, 2.1226, 1.8809, 1.4991, 1.7458, 1.707, 1.5797, 1.8805, 1.8393, 2.147, 1.9525, 2.0174, 2.28, 2.28, 2.5039, 2.0422, 2.0422, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2014721070763540898", "ticker_idx": 0, "ts": "2026-01-23T15:25:09+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$500 Incoming", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long MU to $500 ATH breakout; endorses bargain valuation + HBM/DRAM/NAND tailwinds thesis.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU is Breakthrough Investing\n\n$408.3+ All Time High\n\n$500 Incoming https://t.co/wyZePxQzjp", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": -0.005179587344212089, "ret_signed_m1d": -0.005179587344212089, "alpha_spy_m1d": -0.004816983684345577, "alpha_c_m1d": -0.012003079586748844, "bench_spy_m1d": -0.00036260365986651166, "bench_c_m1d": 0.006823492242536755, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.02642313749672276, "ret_signed_p1d": -0.02642313749672276, "alpha_spy_p1d": -0.03150136925859548, "alpha_c_p1d": -0.023248879141611778, "bench_spy_p1d": 0.00507823176187272, "bench_c_p1d": -0.0031742583551109815, "ret_p1w": 0.03810833910353928, "ret_signed_p1w": 0.03810833910353928, "alpha_spy_p1w": 0.03413278569450395, "alpha_c_p1w": 0.029685246429306478, "bench_spy_p1w": 0.003975553409035326, "bench_c_p1w": 0.008423092674232802, "ret_p1m": 0.05334672448891653, "ret_signed_p1m": 0.05334672448891653, "alpha_spy_p1m": 0.06327074063826688, "alpha_c_p1m": 0.021378895595438596, "bench_spy_p1m": -0.009924016149350345, "bench_c_p1m": 0.031967828893477934, "ret_p3m": 0.22027974752471913, "ret_signed_p3m": 0.22027974752471913, "alpha_spy_p3m": 0.18557084089983533, "alpha_c_p3m": 0.0284729267174193, "bench_spy_p3m": 0.034708906624883795, "bench_c_p3m": 0.19180682080729983, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.05334672448891653, "alpha_spy_stated": 0.06327074063826688, "alpha_c_stated": 0.021378895595438596, "price_path": [-0.445, -0.4332, -0.4397, -0.4403, -0.413, -0.4547, -0.406, -0.4039, -0.4049, -0.3665, -0.3969, -0.3875, -0.4073, -0.3826, -0.3948, -0.4285, -0.4349, -0.4963, -0.4813, -0.4399, -0.4384, -0.4241, -0.4241, -0.4085, -0.3986, -0.401, -0.4143, -0.4331, -0.4067, -0.3824, -0.3687, -0.3404, -0.3535, -0.3969, -0.406, -0.4185, -0.4359, -0.3783, -0.3349, -0.3082, -0.309, -0.283, -0.283, -0.2877, -0.2634, -0.2678, -0.2859, -0.2859, -0.2108, -0.2189, -0.1407, -0.1504, -0.1817, -0.1365, -0.1346, -0.1539, -0.1659, -0.1577, -0.0923, -0.0923, -0.0867, -0.0264, -0.0052, 0.0, -0.0264, 0.0265, 0.0892, 0.0904, 0.0381, 0.0955, 0.0495, -0.0507, -0.0419, -0.0124, -0.0404, -0.0661, 0.0267, 0.0358, 0.0301, 0.0301, 0.0003, 0.0533, 0.0443, 0.0714, 0.0533, 0.0459, 0.0734, 0.0398, 0.0318, 0.0326, -0.05, 0.0028, -0.0065, -0.0734, -0.0258, 0.0087, 0.0476, 0.0143, 0.0663, 0.1055, 0.1552, 0.1553, 0.1116, 0.0582, 0.0118, -0.0103, -0.0439, -0.1106, -0.1062, -0.1945, -0.1543, -0.0792, -0.0832, -0.0832, -0.0544, -0.0548, 0.0181, 0.0551, 0.0528, 0.0678, 0.1657, 0.1421, 0.1446, 0.1391, 0.1225, 0.1249, 0.2203, 0.2059, 0.2434, 0.3131, 0.2624, 0.2978, 0.2946, 0.3573, 0.443, 0.6026, 0.6686, 0.6187, 0.8694, 0.9909, 0.9189, 1.0117, 0.9425, 0.814, 0.7061, 0.7491, 0.8323, 0.9077, 0.8799, 0.8799, 1.2426, 1.324, 1.3118, 1.4306, 1.5921, 1.6637, 1.7024, 1.4932, 1.1628, 1.3763, 1.3428, 1.2326, 1.4929, 1.4572, 1.7235, 1.5552, 1.6114, 1.8386, 1.8386, 2.0324, 1.6328, 1.6328, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2026377702958313705", "ticker_idx": 0, "ts": "2026-02-24T19:24:27+00:00", "symbol": "memory semiconductors", "kind": "sector", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "In the AI context, all memory makers will be winners", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish on all memory makers as AI-driven winners.", "resolved_tickers": ["MU", "000660.KS", "005930.KS", "285A.T"], "resolution_method": "basket", "resolution_reason": "Global memory semiconductor basket: MU, Hynix, Samsung, Kioxia", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@Jim80478788 That's their fear-inducing punchline, very artificial. I'm laughing at it.  Samsung and SanDisk have been competing on a level field for years and years. In the AI context, all memory makers will be winners https://t.co/CV7hZayJU0", "reply_text": null, "parent_text": "@TradexWhisperer What they say Anthropic are to make NAND ?", "quoted_text": null, "parent_author": "Jim80478788", "ret_m1d": 0.0036537488892022796, "ret_signed_m1d": 0.0036537488892022796, "alpha_spy_m1d": 0.010869774654576003, "alpha_c_m1d": 0.018636091489712625, "bench_spy_m1d": -0.007216025765373724, "bench_c_m1d": -0.014982342600510345, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.04215550344512922, "ret_signed_p1d": 0.04215550344512922, "alpha_spy_p1d": 0.03371719714459079, "alpha_c_p1d": 0.02545543679076681, "bench_spy_p1d": 0.008438306300538434, "bench_c_p1d": 0.01670006665436241, "ret_p1w": -0.1283504398526272, "ret_signed_p1w": -0.1283504398526272, "alpha_spy_p1w": -0.11813745220246333, "alpha_c_p1w": -0.06131158629309855, "bench_spy_p1w": -0.010212987650163874, "bench_c_p1w": -0.06703885355952865, "ret_p1m": -0.07417518663683267, "ret_signed_p1m": -0.07417518663683267, "alpha_spy_p1m": -0.032367961130626705, "alpha_c_p1m": -0.026126674201298244, "bench_spy_p1m": -0.04180722550620597, "bench_c_p1m": -0.04804851243553443, "ret_p3m": 1.0492579561318989, "ret_signed_p3m": 1.0492579561318989, "alpha_spy_p3m": 0.9614913042334139, "alpha_c_p3m": 0.6743175937666046, "bench_spy_p3m": 0.08776665189848498, "bench_c_p3m": 0.37494036236529427, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.07417518663683267, "alpha_spy_stated": -0.032367961130626705, "alpha_c_stated": -0.026126674201298244, "price_path": [-0.4998, -0.4998, -0.4855, -0.4886, -0.4928, -0.4886, -0.4644, -0.4659, -0.4626, -0.4605, -0.4569, -0.4845, -0.501, -0.4855, -0.4873, -0.4783, -0.4456, -0.439, -0.4311, -0.4227, -0.4055, -0.4014, -0.3952, -0.3963, -0.4006, -0.3836, -0.3386, -0.3293, -0.2914, -0.2893, -0.3031, -0.2914, -0.2835, -0.2885, -0.2812, -0.2583, -0.2349, -0.2451, -0.2241, -0.1862, -0.1851, -0.1901, -0.16, -0.128, -0.1067, -0.0702, -0.1494, -0.0676, -0.077, -0.1431, -0.1477, -0.1216, -0.1323, -0.1399, -0.0705, -0.0476, -0.0554, -0.0545, -0.0727, -0.0478, -0.0443, -0.0338, 0.0037, 0.0, 0.0422, 0.0226, 0.0242, -0.0472, -0.1284, -0.057, -0.0714, -0.1497, -0.0776, -0.0415, -0.0425, -0.0629, -0.0103, -0.0072, 0.0645, 0.0321, 0.0188, -0.0387, -0.0368, -0.025, -0.0742, -0.1005, -0.1214, -0.1809, -0.0898, -0.1104, -0.0816, -0.0596, -0.0357, 0.0607, 0.0626, 0.1095, 0.1192, 0.1884, 0.1953, 0.2194, 0.1726, 0.1786, 0.2204, 0.2428, 0.2815, 0.2618, 0.3046, 0.33, 0.3211, 0.3355, 0.3213, 0.3907, 0.4112, 0.5285, 0.6456, 0.6504, 0.7959, 0.8077, 0.8826, 0.8943, 0.7625, 0.8314, 0.7559, 0.7845, 0.9285, 0.9621, 1.0493, 1.0497, 1.171, 1.2012, 1.2838, 1.4365, 1.5472, 1.5706, 1.54, 1.4204, 1.1882, 1.3998, 1.2574, 1.2974, 1.4676, 1.624, 1.7626, 1.7758, 1.8597, 2.0593, 2.098, 1.81, 1.7607, 1.5172, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2024599499935797757", "ticker_idx": 0, "ts": "2026-02-19T21:38:30+00:00", "symbol": "LITE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I have $LITE and $GLW in smaller positions. I like them.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds LITE and GLW in smaller positions with a positive view on both.", "resolved_tickers": ["LITE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@BrianOswal32718 I have $LITE and $GLW in smaller positions. I like them.", "reply_text": null, "parent_text": "@TradexWhisperer Any thoughts on Lumentum or is that not in your wheelhouse per se?", "quoted_text": null, "parent_author": "BrianOswal32718", "ret_m1d": -0.04811537496901486, "ret_signed_m1d": -0.04811537496901486, "alpha_spy_m1d": -0.0409354498165283, "alpha_c_m1d": -0.0409354498165283, "bench_spy_m1d": -0.007179925152486555, "bench_c_m1d": -0.007179925152486555, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.01042269154638853, "ret_signed_p1d": 0.01042269154638853, "alpha_spy_p1d": 0.020634057585154797, "alpha_c_p1d": 0.020634057585154797, "bench_spy_p1d": -0.010211366038766267, "bench_c_p1d": -0.010211366038766267, "ret_p1w": 0.049627794965315, "ret_signed_p1w": 0.049627794965315, "alpha_spy_p1w": 0.054617510529989755, "alpha_c_p1w": 0.054617510529989755, "bench_spy_p1w": -0.004989715564674757, "bench_c_p1w": -0.004989715564674757, "ret_p1m": 0.09161835794713769, "ret_signed_p1m": 0.09161835794713769, "alpha_spy_p1m": 0.1384109144207516, "alpha_c_p1m": 0.1384109144207516, "bench_spy_p1m": -0.04679255647361391, "bench_c_p1m": -0.04679255647361391, "ret_p3m": 0.29995354977687083, "ret_signed_p3m": 0.29995354977687083, "alpha_spy_p3m": 0.2218537855476952, "alpha_c_p3m": 0.2218537855476952, "bench_spy_p3m": 0.07809976422917564, "bench_c_p3m": 0.07809976422917564, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.09161835794713769, "alpha_spy_stated": 0.1384109144207516, "alpha_c_stated": 0.1384109144207516, "price_path": [-0.5638, -0.5383, -0.5383, -0.5131, -0.5239, -0.5465, -0.5463, -0.509, -0.5037, -0.487, -0.4604, -0.4519, -0.4428, -0.5143, -0.4988, -0.5266, -0.5204, -0.4951, -0.4438, -0.4161, -0.4198, -0.4071, -0.4071, -0.4148, -0.442, -0.4441, -0.448, -0.448, -0.4218, -0.4653, -0.4049, -0.4117, -0.4785, -0.4737, -0.491, -0.4589, -0.5034, -0.4859, -0.5144, -0.5144, -0.4656, -0.4572, -0.4691, -0.4921, -0.5021, -0.4449, -0.4235, -0.4288, -0.4132, -0.3659, -0.3484, -0.3028, -0.2446, -0.1734, -0.1357, -0.1597, -0.1403, -0.1263, -0.1573, -0.1573, -0.1009, -0.1101, -0.0481, 0.0, 0.0104, 0.0307, 0.0833, 0.0138, 0.0496, 0.1729, 0.0399, 0.0195, -0.0254, -0.1637, -0.0406, 0.0063, 0.0063, -0.0774, -0.0678, -0.0643, -0.0273, 0.0495, 0.1563, 0.0578, 0.0916, 0.201, 0.1638, 0.0315, 0.0524, -0.0194, 0.0524, 0.1451, 0.2383, 0.2383, 0.1565, 0.2216, 0.3418, 0.339, 0.3437, 0.3046, 0.2771, 0.234, 0.3346, 0.3389, 0.3404, 0.2533, 0.3082, 0.2682, 0.3203, 0.2874, 0.1851, 0.2854, 0.3512, 0.4225, 0.4619, 0.4894, 0.4141, 0.3367, 0.3535, 0.577, 0.4861, 0.543, 0.5002, 0.4536, 0.3253, 0.3329, 0.3, 0.4444, 0.418, 0.418, 0.364, 0.3512, 0.2888, 0.2803, 0.3553, 0.5412, 0.4047, 0.4153, 0.2933, 0.3409, 0.2306, 0.2778, 0.3322, 0.3801, 0.4335, 0.3109, 0.3028, 0.2729, 0.2729, 0.3387, 0.2398, 0.2398, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2024599499935797757", "ticker_idx": 1, "ts": "2026-02-19T21:38:30+00:00", "symbol": "GLW", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I have $LITE and $GLW in smaller positions. I like them.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds LITE and GLW in smaller positions with a positive view on both.", "resolved_tickers": ["GLW"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Electronic Components'", "bench_c_industry": "Electronic Components", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@BrianOswal32718 I have $LITE and $GLW in smaller positions. I like them.", "reply_text": null, "parent_text": "@TradexWhisperer Any thoughts on Lumentum or is that not in your wheelhouse per se?", "quoted_text": null, "parent_author": "BrianOswal32718", "ret_m1d": -0.06823878895456714, "ret_signed_m1d": -0.06823878895456714, "alpha_spy_m1d": -0.06105886380208059, "alpha_c_m1d": -0.06348300779563398, "bench_spy_m1d": -0.007179925152486555, "bench_c_m1d": -0.004755781158933159, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.04114408705335615, "ret_signed_p1d": 0.04114408705335615, "alpha_spy_p1d": 0.051355453092122416, "alpha_c_p1d": 0.05789594128902187, "bench_spy_p1d": -0.010211366038766267, "bench_c_p1d": -0.01675185423566572, "ret_p1w": 0.079927532358955, "ret_signed_p1w": 0.079927532358955, "alpha_spy_p1w": 0.08491724792362976, "alpha_c_p1w": 0.0949757437891594, "bench_spy_p1w": -0.004989715564674757, "bench_c_p1w": -0.015048211430204406, "ret_p1m": -0.059462052436975776, "ret_signed_p1m": -0.059462052436975776, "alpha_spy_p1m": -0.012669495963361865, "alpha_c_p1m": -0.03277465237982213, "bench_spy_p1m": -0.04679255647361391, "bench_c_p1m": -0.026687400057153643, "ret_p3m": 0.29759340749911467, "ret_signed_p3m": 0.29759340749911467, "alpha_spy_p3m": 0.21949364326993903, "alpha_c_p3m": 0.03864784415804223, "bench_spy_p3m": 0.07809976422917564, "bench_c_p3m": 0.25894556334107244, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.059462052436975776, "alpha_spy_stated": -0.012669495963361865, "alpha_c_stated": -0.03277465237982213, "price_path": [-0.4054, -0.4008, -0.4008, -0.3965, -0.4058, -0.4, -0.4011, -0.3875, -0.3838, -0.3673, -0.3469, -0.3248, -0.3121, -0.3669, -0.3684, -0.3815, -0.3877, -0.3772, -0.3702, -0.3664, -0.3596, -0.3573, -0.3573, -0.358, -0.3621, -0.3631, -0.3724, -0.3724, -0.3501, -0.3643, -0.3603, -0.3693, -0.3884, -0.3891, -0.3701, -0.3557, -0.3534, -0.3299, -0.3248, -0.3248, -0.3365, -0.3297, -0.3242, -0.3312, -0.3194, -0.2134, -0.2525, -0.2617, -0.2599, -0.2089, -0.1915, -0.2137, -0.1915, -0.1244, -0.0582, -0.0818, -0.0474, -0.0574, -0.0434, -0.0434, -0.0644, -0.0538, -0.0682, 0.0, 0.0411, 0.0866, 0.15, 0.0773, 0.0799, 0.1336, 0.0597, 0.0401, -0.0324, -0.1146, -0.0733, -0.0218, -0.0538, -0.0681, -0.0727, -0.0517, -0.0672, -0.0674, -0.0443, -0.1054, -0.0595, 0.0198, 0.051, -0.0282, -0.0175, -0.0768, -0.0236, 0.0225, 0.0623, 0.0623, 0.0521, 0.0666, 0.1856, 0.2194, 0.2297, 0.258, 0.2411, 0.2084, 0.1927, 0.1805, 0.1876, 0.1881, 0.2119, 0.2172, 0.2631, 0.2065, 0.0991, 0.0908, 0.1795, 0.1365, 0.1487, 0.1641, 0.3039, 0.3099, 0.3425, 0.4893, 0.4236, 0.483, 0.4957, 0.3774, 0.2822, 0.2627, 0.2976, 0.378, 0.3935, 0.3935, 0.4088, 0.3708, 0.314, 0.303, 0.2709, 0.4413, 0.4439, 0.4219, 0.2772, 0.3488, 0.251, 0.2095, 0.2698, 0.2889, 0.3513, 0.2761, 0.2615, 0.4019, 0.4019, 0.5092, 0.3958, 0.3958, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:1989580244911554676", "ticker_idx": 0, "ts": "2025-11-15T06:24:29+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU Bargain of the Century Keeps Climbing the Upper BB", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish MU: bargain valuation with momentum continuing to climb upper Bollinger Band.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "🟦 $MU Bargain of the Century Keeps Climbing the Upper BB. Huge gains since the (W) BLUE candle 💰💵\n\n250+ Weekly Smart Candle Alerts. Free Trial:\nhttps://t.co/UOnxsgbASK https://t.co/c01mSJrHZy", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": 0.02016937424388754, "ret_signed_m1d": 0.02016937424388754, "alpha_spy_m1d": 0.01076541618709359, "alpha_c_m1d": 0.006416671020890163, "bench_spy_m1d": 0.009403958056793948, "bench_c_m1d": 0.013752703222997376, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.055590042451176935, "ret_signed_p1d": -0.055590042451176935, "alpha_spy_p1d": -0.04719248910738205, "alpha_c_p1d": -0.034990673593025545, "bench_spy_p1d": -0.008397553343794883, "bench_c_p1d": -0.02059936885815139, "ret_p1w": -0.0744782504386533, "ret_signed_p1w": -0.0744782504386533, "alpha_spy_p1w": -0.07907511444236903, "alpha_c_p1w": -0.07101074848657551, "bench_spy_p1w": 0.004596864003715728, "bench_c_p1w": -0.0034675019520777894, "ret_p1m": -0.03901642938875971, "ret_signed_p1m": -0.03901642938875971, "alpha_spy_p1m": -0.058846096824051064, "alpha_c_p1m": -0.07322160086575391, "bench_spy_p1m": 0.019829667435291354, "bench_c_p1m": 0.0342051714769942, "ret_p3m": 0.7116645018293764, "ret_signed_p3m": 0.7116645018293764, "alpha_spy_p3m": 0.6852052843326153, "alpha_c_p3m": 0.5145629326106753, "bench_spy_p3m": 0.026459217496761056, "bench_c_p3m": 0.19710156921870103, "ret_p6m": 2.1709520009528274, "ret_signed_p6m": 2.1709520009528274, "alpha_spy_p6m": 2.055709971066139, "alpha_c_p6m": 1.5165399452079613, "bench_spy_p6m": 0.1152420298866883, "bench_c_p6m": 0.654412055744866, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.03901642938875971, "alpha_spy_stated": -0.058846096824051064, "alpha_c_stated": -0.07322160086575391, "price_path": [-0.5159, -0.5217, -0.5139, -0.5191, -0.5188, -0.5136, -0.4961, -0.5084, -0.5084, -0.5106, -0.5096, -0.487, -0.4574, -0.457, -0.4414, -0.4217, -0.3781, -0.3506, -0.3483, -0.344, -0.3392, -0.3024, -0.3278, -0.32, -0.3126, -0.3321, -0.3522, -0.3504, -0.323, -0.3089, -0.2476, -0.241, -0.2237, -0.2107, -0.2325, -0.1877, -0.2051, -0.2494, -0.2033, -0.2269, -0.2067, -0.1629, -0.1635, -0.1454, -0.1639, -0.1797, -0.1456, -0.0948, -0.0903, -0.0828, -0.0633, -0.0741, -0.0751, -0.03, -0.0989, -0.0184, -0.015, -0.0167, 0.0469, -0.0035, 0.0122, -0.0207, 0.0202, 0.0, -0.0556, -0.0663, -0.1677, -0.1429, -0.0745, -0.072, -0.0483, -0.0483, -0.0226, -0.0062, -0.0102, -0.0322, -0.0632, -0.0195, 0.0205, 0.0433, 0.0899, 0.0682, -0.0033, -0.0184, -0.039, -0.0679, 0.0273, 0.0991, 0.1432, 0.1418, 0.1849, 0.1849, 0.1771, 0.2171, 0.21, 0.1801, 0.1801, 0.3042, 0.2907, 0.42, 0.404, 0.3521, 0.4269, 0.4301, 0.3981, 0.3783, 0.3919, 0.4999, 0.4999, 0.5092, 0.6089, 0.6439, 0.6525, 0.6088, 0.6962, 0.7998, 0.8019, 0.7154, 0.8102, 0.7343, 0.5687, 0.5832, 0.6319, 0.5857, 0.5433, 0.6967, 0.7117, 0.7021, 0.7021, 0.653, 0.7405, 0.7256, 0.7704, 0.7406, 0.7284, 0.7738, 0.7182, 0.705, 0.7063, 0.5699, 0.6571, 0.6417, 0.5311, 0.6097, 0.6668, 0.7312, 0.676, 0.7619, 0.8267, 0.909, 0.9091, 0.8369, 0.7486, 0.6719, 0.6354, 0.5798, 0.4697, 0.477, 0.3311, 0.3975, 0.5216, 0.5149, 0.5149, 0.5626, 0.5619, 0.6824, 0.7436, 0.7398, 0.7645, 0.9262, 0.8872, 0.8913, 0.8824, 0.8549, 0.8589, 1.0165, 0.9926, 1.0547, 1.1698, 1.086, 1.1446, 1.1392, 1.2428, 1.3845, 1.6482, 1.7573, 1.6748, 2.0892, 2.2899, 2.171]}
{"unit_id": "reply:2016696143921762537", "ticker_idx": 0, "ts": "2026-01-29T02:13:23+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "the more bullish I am on $MU", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish MU: hyperscalers and NVIDIA won't single-source HBM, ensuring Micron keeps a share despite SK Hynix media dominance.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@ChessWarri42621 @MajorOcelot45 The more the Korean media shouts \"SK Hynix will take all the market\" or \"SK Hynix is way ahead\" the more bullish I am on $MU\n\nThere is no way on earth that Hyperscalers or NVIDIA will single source their key AI enabler, HBM. It's too risky.", "reply_text": null, "parent_text": "@MajorOcelot45 @TradexWhisperer Yep, and if there is EVER a surplus of HBM, which I doubt, that will be IMMEDIATELY snapped up because everyone will remember being told in 2026, \"Sorry, we are sold out, come back in mid-2027, we might have some supply then, maybe.\"", "quoted_text": null, "parent_author": "ChessWarri42621", "ret_m1d": -0.001170312031599341, "ret_signed_m1d": -0.001170312031599341, "alpha_spy_m1d": -0.0031586347686489713, "alpha_c_m1d": 0.0009612844291158051, "bench_spy_m1d": 0.0019883227370496304, "bench_c_m1d": -0.002131596460715146, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04798188254691005, "ret_signed_p1d": -0.04798188254691005, "alpha_spy_p1d": -0.044999398441335714, "alpha_c_p1d": -0.014306853976880696, "bench_spy_p1d": -0.0029824841055743345, "bench_c_p1d": -0.03367502857002935, "ret_p1w": -0.12138871516552752, "ret_signed_p1w": -0.12138871516552752, "alpha_spy_p1w": -0.09773015005202468, "alpha_c_p1w": -0.0340875495960401, "bench_spy_p1w": -0.02365856511350284, "bench_c_p1w": -0.08730116556948742, "ret_p1m": -0.053741527147561086, "ret_signed_p1m": -0.053741527147561086, "alpha_spy_p1m": -0.04214277155998958, "alpha_c_p1m": -0.027036233533177412, "bench_spy_p1m": -0.011598755587571508, "bench_c_p1m": -0.026705293614383674, "ret_p3m": 0.1576718910245789, "ret_signed_p3m": 0.1576718910245789, "alpha_spy_p3m": 0.12944062566182413, "alpha_c_p3m": -0.018822658650725854, "bench_spy_p3m": 0.028231265362754776, "bench_c_p3m": 0.17649454967530476, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.053741527147561086, "alpha_spy_stated": -0.04214277155998958, "alpha_c_stated": -0.027036233533177412, "price_path": [-0.4617, -0.4999, -0.4552, -0.4533, -0.4543, -0.419, -0.447, -0.4383, -0.4565, -0.4338, -0.445, -0.4759, -0.4818, -0.5381, -0.5243, -0.4864, -0.485, -0.4718, -0.4718, -0.4576, -0.4484, -0.4507, -0.4629, -0.4801, -0.4559, -0.4336, -0.421, -0.3951, -0.4072, -0.4469, -0.4552, -0.4667, -0.4827, -0.4299, -0.39, -0.3656, -0.3663, -0.3424, -0.3424, -0.3468, -0.3245, -0.3285, -0.3451, -0.3451, -0.2762, -0.2837, -0.2119, -0.2208, -0.2496, -0.2081, -0.2063, -0.2241, -0.2351, -0.2275, -0.1676, -0.1676, -0.1624, -0.1071, -0.0877, -0.0829, -0.1072, -0.0586, -0.0012, 0.0, -0.048, 0.0046, -0.0375, -0.1294, -0.1214, -0.0943, -0.12, -0.1435, -0.0584, -0.0501, -0.0554, -0.0554, -0.0826, -0.0341, -0.0423, -0.0175, -0.034, -0.0408, -0.0156, -0.0464, -0.0537, -0.0531, -0.1288, -0.0804, -0.0889, -0.1503, -0.1066, -0.075, -0.0392, -0.0699, -0.0222, 0.0138, 0.0594, 0.0595, 0.0195, -0.0296, -0.0721, -0.0924, -0.1232, -0.1843, -0.1803, -0.2613, -0.2244, -0.1555, -0.1592, -0.1592, -0.1328, -0.1332, -0.0663, -0.0324, -0.0345, -0.0208, 0.069, 0.0473, 0.0496, 0.0447, 0.0294, 0.0316, 0.1191, 0.1059, 0.1403, 0.2042, 0.1577, 0.1902, 0.1872, 0.2447, 0.3233, 0.4697, 0.5303, 0.4844, 0.7144, 0.8258, 0.7598, 0.8449, 0.7814, 0.6636, 0.5646, 0.6041, 0.6804, 0.7495, 0.724, 0.724, 1.0566, 1.1313, 1.1201, 1.2291, 1.3771, 1.4428, 1.4783, 1.2865, 0.9835, 1.1792, 1.1485, 1.0474, 1.2862, 1.2534, 1.4976, 1.3433, 1.3948, 1.6032, 1.6032, 1.7809, 1.4145, 1.4145, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2025291098223247847", "ticker_idx": 0, "ts": "2026-02-21T19:26:40+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU Bargain of the Century... Don't fight the trend. Ride it.", "tweet_type": "analysis", "timeline": "years", "summary": "Long MU, EWY, TSM on expanding global semis TAM ($975B in 2026, $1T+ in 2027); ride the trend.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU $EWY $TSM Global Semiconductor Playground Is Getting Bigger and BIGGER.\n\n2026 TAM: $975 Billion\n2027 TAM: Likely over $1 Trillion.\n\nDon’t fight the trend. Ride it. https://t.co/fgrzqDIMb8", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": 0.017103317512722427, "ret_signed_m1d": 0.017103317512722427, "alpha_spy_m1d": 0.006786603733236696, "alpha_c_m1d": 0.011896008195104502, "bench_spy_m1d": 0.010316713779485731, "bench_c_m1d": 0.005207309317617925, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.007031412215625532, "ret_signed_p1d": -0.007031412215625532, "alpha_spy_p1d": -0.014299887485823892, "alpha_c_p1d": -0.022241639654659084, "bench_spy_p1d": 0.00726847527019836, "bench_c_p1d": 0.015210227439033552, "ret_p1w": -0.019716354573246386, "ret_signed_p1w": -0.019716354573246386, "alpha_spy_p1w": -0.025563397561591872, "alpha_c_p1w": -0.003997525476116648, "bench_spy_p1w": 0.0058470429883454855, "bench_c_p1w": -0.01571882909712974, "ret_p1m": -0.06043186692613789, "ret_signed_p1m": -0.06043186692613789, "alpha_spy_p1m": -0.02024052746629479, "alpha_c_p1m": -0.01613326120868952, "bench_spy_p1m": -0.0401913394598431, "bench_c_p1m": -0.04429860571744837, "ret_p3m": 0.811103166517908, "ret_signed_p3m": 0.811103166517908, "alpha_spy_p3m": 0.7197209324252396, "alpha_c_p3m": 0.4356914290471299, "bench_spy_p3m": 0.09138223409266844, "bench_c_p3m": 0.37541173747077816, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.4532, -0.4532, -0.4385, -0.429, -0.4313, -0.444, -0.4618, -0.4367, -0.4137, -0.4006, -0.3738, -0.3863, -0.4274, -0.4361, -0.4479, -0.4645, -0.4098, -0.3686, -0.3432, -0.344, -0.3193, -0.3193, -0.3238, -0.3007, -0.3049, -0.322, -0.322, -0.2507, -0.2585, -0.1842, -0.1934, -0.2232, -0.1803, -0.1784, -0.1968, -0.2081, -0.2003, -0.1383, -0.1383, -0.133, -0.0757, -0.0556, -0.0506, -0.0757, -0.0255, 0.034, 0.0352, -0.0145, 0.04, -0.0036, -0.0987, -0.0905, -0.0624, -0.089, -0.1134, -0.0253, -0.0166, -0.0221, -0.0221, -0.0503, -0.0, -0.0086, 0.0171, 0.0, -0.007, 0.0191, -0.0129, -0.0204, -0.0197, -0.0981, -0.048, -0.0568, -0.1204, -0.0752, -0.0424, -0.0054, -0.0371, 0.0123, 0.0495, 0.0967, 0.0968, 0.0553, 0.0046, -0.0395, -0.0604, -0.0924, -0.1556, -0.1514, -0.2353, -0.1971, -0.1258, -0.1296, -0.1296, -0.1023, -0.1027, -0.0334, 0.0017, -0.0005, 0.0137, 0.1066, 0.0842, 0.0866, 0.0815, 0.0657, 0.0679, 0.1585, 0.1448, 0.1804, 0.2466, 0.1984, 0.2321, 0.229, 0.2885, 0.3699, 0.5214, 0.5841, 0.5367, 0.7748, 0.8901, 0.8217, 0.9098, 0.8442, 0.7221, 0.6197, 0.6605, 0.7395, 0.8111, 0.7847, 0.7847, 1.129, 1.2063, 1.1947, 1.3075, 1.4608, 1.5288, 1.5656, 1.367, 1.0533, 1.2559, 1.2241, 1.1195, 1.3666, 1.3328, 1.5856, 1.4258, 1.4791, 1.6949, 1.6949, 1.8788, 1.4995, 1.4995, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2025291098223247847", "ticker_idx": 1, "ts": "2026-02-21T19:26:40+00:00", "symbol": "EWY", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU $EWY $TSM Global Semiconductor Playground Is Getting Bigger and BIGGER. Don't fight the trend. Ride it.", "tweet_type": "analysis", "timeline": "years", "summary": "Long MU, EWY, TSM on expanding global semis TAM ($975B in 2026, $1T+ in 2027); ride the trend.", "resolved_tickers": ["EWY"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "quote", "lang": "en", "tweet_text": "$MU $EWY $TSM Global Semiconductor Playground Is Getting Bigger and BIGGER.\n\n2026 TAM: $975 Billion\n2027 TAM: Likely over $1 Trillion.\n\nDon’t fight the trend. Ride it. https://t.co/fgrzqDIMb8", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": 0.018521190054074044, "ret_signed_m1d": 0.018521190054074044, "alpha_spy_m1d": 0.008204476274588313, "alpha_c_m1d": 0.008204476274588313, "bench_spy_m1d": 0.010316713779485731, "bench_c_m1d": 0.010316713779485731, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.037688441385384186, "ret_signed_p1d": 0.037688441385384186, "alpha_spy_p1d": 0.030419966115185826, "alpha_c_p1d": 0.030419966115185826, "bench_spy_p1d": 0.00726847527019836, "bench_c_p1d": 0.00726847527019836, "ret_p1w": 0.05915283599321519, "ret_signed_p1w": 0.05915283599321519, "alpha_spy_p1w": 0.053305793004869706, "alpha_c_p1w": 0.053305793004869706, "bench_spy_p1w": 0.0058470429883454855, "bench_c_p1w": 0.0058470429883454855, "ret_p1m": -0.0757358422155805, "ret_signed_p1m": -0.0757358422155805, "alpha_spy_p1m": -0.035544502755737395, "alpha_c_p1m": -0.035544502755737395, "bench_spy_p1m": -0.0401913394598431, "bench_c_p1m": -0.0401913394598431, "ret_p3m": 0.33826269981975354, "ret_signed_p3m": 0.33826269981975354, "alpha_spy_p3m": 0.2468804657270851, "alpha_c_p3m": 0.2468804657270851, "bench_spy_p3m": 0.09138223409266844, "bench_c_p3m": 0.09138223409266844, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.3572, -0.3572, -0.362, -0.3638, -0.3536, -0.347, -0.355, -0.3379, -0.3325, -0.329, -0.3207, -0.3333, -0.3494, -0.3489, -0.3574, -0.3641, -0.3534, -0.3443, -0.3413, -0.3345, -0.3209, -0.3209, -0.312, -0.2913, -0.292, -0.3021, -0.3021, -0.2662, -0.2475, -0.2275, -0.2317, -0.2348, -0.2183, -0.218, -0.228, -0.2129, -0.2028, -0.1944, -0.1944, -0.2034, -0.1697, -0.1673, -0.1531, -0.1578, -0.1192, -0.0986, -0.1062, -0.1212, -0.1319, -0.1075, -0.1367, -0.137, -0.1047, -0.0951, -0.1066, -0.0625, -0.061, -0.0383, -0.0383, -0.0619, -0.0457, -0.0294, 0.0185, 0.0, 0.0377, 0.0688, 0.0798, 0.0866, 0.0592, -0.05, -0.0354, -0.0973, -0.0902, -0.0388, -0.0646, -0.0463, -0.1134, -0.1088, -0.0445, -0.035, -0.0533, -0.0322, -0.0971, -0.0394, -0.0757, -0.083, -0.1386, -0.1315, -0.1642, -0.1169, -0.0939, -0.1179, -0.1179, -0.0959, -0.0869, 0.0055, -0.0001, -0.0041, 0.0139, 0.053, 0.0403, 0.0587, 0.0935, 0.0775, 0.0538, 0.1184, 0.081, 0.1096, 0.1251, 0.1082, 0.1052, 0.1541, 0.163, 0.1744, 0.2453, 0.3064, 0.2688, 0.3654, 0.3844, 0.2814, 0.3541, 0.3677, 0.284, 0.2642, 0.2492, 0.293, 0.3383, 0.3067, 0.3067, 0.4404, 0.4235, 0.4818, 0.4776, 0.5556, 0.5401, 0.5288, 0.4642, 0.2576, 0.3327, 0.3212, 0.281, 0.4281, 0.4174, 0.5179, 0.4782, 0.4722, 0.5736, 0.5736, 0.5723, 0.3798, 0.3798, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2025291098223247847", "ticker_idx": 2, "ts": "2026-02-21T19:26:40+00:00", "symbol": "TSM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU $EWY $TSM Global Semiconductor Playground Is Getting Bigger and BIGGER. Don't fight the trend. Ride it.", "tweet_type": "analysis", "timeline": "years", "summary": "Long MU, EWY, TSM on expanding global semis TAM ($975B in 2026, $1T+ in 2027); ride the trend.", "resolved_tickers": ["TSM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU $EWY $TSM Global Semiconductor Playground Is Getting Bigger and BIGGER.\n\n2026 TAM: $975 Billion\n2027 TAM: Likely over $1 Trillion.\n\nDon’t fight the trend. Ride it. https://t.co/fgrzqDIMb8", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": 0.0013513055339033908, "ret_signed_m1d": 0.0013513055339033908, "alpha_spy_m1d": -0.00896540824558234, "alpha_c_m1d": -0.0038560037837145344, "bench_spy_m1d": 0.010316713779485731, "bench_c_m1d": 0.005207309317617925, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.04245491786597344, "ret_signed_p1d": 0.04245491786597344, "alpha_spy_p1d": 0.03518644259577508, "alpha_c_p1d": 0.027244690426939888, "bench_spy_p1d": 0.00726847527019836, "bench_c_p1d": 0.015210227439033552, "ret_p1w": -0.00251327410446478, "ret_signed_p1w": -0.00251327410446478, "alpha_spy_p1w": -0.008360317092810265, "alpha_c_p1w": 0.013205554992664958, "bench_spy_p1w": 0.0058470429883454855, "bench_c_p1w": -0.01571882909712974, "ret_p1m": -0.06978376873236003, "ret_signed_p1m": -0.06978376873236003, "alpha_spy_p1m": -0.02959242927251693, "alpha_c_p1m": -0.02548516301491166, "bench_spy_p1m": -0.0401913394598431, "bench_c_p1m": -0.04429860571744837, "ret_p3m": 0.10338685197372599, "ret_signed_p3m": 0.10338685197372599, "alpha_spy_p3m": 0.012004617881057555, "alpha_c_p3m": -0.27202488549705217, "bench_spy_p3m": 0.09138223409266844, "bench_c_p3m": 0.37541173747077816, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.2185, -0.2185, -0.2143, -0.2247, -0.2128, -0.2037, -0.2105, -0.2057, -0.1864, -0.1823, -0.1641, -0.1762, -0.2108, -0.2224, -0.2248, -0.2515, -0.2307, -0.2191, -0.2074, -0.1975, -0.1925, -0.1925, -0.1816, -0.1868, -0.1904, -0.1788, -0.1788, -0.1363, -0.1291, -0.1151, -0.1388, -0.1406, -0.1254, -0.1034, -0.1049, -0.116, -0.0767, -0.0747, -0.0747, -0.1159, -0.1187, -0.1153, -0.095, -0.1009, -0.0857, -0.075, -0.0824, -0.1067, -0.0775, -0.0927, -0.1197, -0.1062, -0.0573, -0.0395, -0.022, 0.0109, -0.0052, -0.0099, -0.0099, -0.0158, -0.021, -0.0261, 0.0014, 0.0, 0.0425, 0.0478, 0.0183, 0.0123, -0.0025, -0.0457, -0.0341, -0.0437, -0.0842, -0.0577, -0.062, -0.0418, -0.0901, -0.0857, -0.0806, -0.0624, -0.0798, -0.0819, -0.1078, -0.0828, -0.0698, -0.0576, -0.1162, -0.1145, -0.1423, -0.0841, -0.0746, -0.0812, -0.0812, -0.0738, -0.0642, -0.0084, -0.0095, 0.0043, 0.0015, 0.0295, 0.0165, -0.0153, 0.0041, -0.0075, -0.0025, 0.05, 0.037, 0.0907, 0.0975, 0.0633, 0.0673, 0.0733, 0.0777, 0.0884, 0.0689, 0.1369, 0.1224, 0.1157, 0.0963, 0.0766, 0.0835, 0.132, 0.0958, 0.073, 0.064, 0.0884, 0.1034, 0.0963, 0.0963, 0.1174, 0.1456, 0.1514, 0.134, 0.1806, 0.2105, 0.1834, 0.2057, 0.1251, 0.1566, 0.1597, 0.1077, 0.1438, 0.1516, 0.199, 0.1567, 0.1739, 0.2553, 0.2553, 0.2704, 0.1854, 0.1854, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
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{"unit_id": "quote:2001400021665878076", "ticker_idx": 0, "ts": "2025-12-17T21:12:04+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU Flying and we are just getting started", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish MU on HBM ramp and DRAM/NAND price surge; cites Karp/Jensen quotes to underscore chips and NVDA as AI beneficiaries.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "🔥 $MU Flying and we are just getting started\n\n\"All the value in the market will go to Chips and Ontology” -Alex Karp $PLTR\n\n\"Without HBM memory, there is no AI supercomputer\" -Jensen $NVDA https://t.co/Dpj4fJ2UO2", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": -0.09265740689197877, "ret_signed_m1d": -0.09265740689197877, "alpha_spy_m1d": -0.08516273839298483, "alpha_c_m1d": -0.06959040894286439, "bench_spy_m1d": -0.007494668498993939, "bench_c_m1d": -0.023066997949114376, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.06988540730830861, "ret_signed_p1d": 0.06988540730830861, "alpha_spy_p1d": 0.06082190108472152, "alpha_c_p1d": 0.04402506500505399, "bench_spy_p1d": 0.009063506223587092, "bench_c_p1d": 0.025860342303254624, "ret_p1w": 0.15340967111542358, "ret_signed_p1w": 0.15340967111542358, "alpha_spy_p1w": 0.1298312546107958, "alpha_c_p1w": 0.10142072459924933, "bench_spy_p1w": 0.023578416504627775, "bench_c_p1w": 0.05198894651617425, "ret_p1m": 0.46005451856089974, "ret_signed_p1m": 0.46005451856089974, "alpha_spy_p1m": 0.4345783951884836, "alpha_c_p1m": 0.30343575761179387, "bench_spy_p1m": 0.025476123372416115, "bench_c_p1m": 0.15661876094910587, "ret_p3m": 0.858284060061105, "ret_signed_p3m": 0.858284060061105, "alpha_spy_p3m": 0.863750474743352, "alpha_c_p3m": 0.7118047706210504, "bench_spy_p3m": -0.005466414682246956, "bench_c_p3m": 0.14647928944005462, "ret_p6m": 2.9526013178780106, "ret_signed_p6m": 2.9526013178780106, "alpha_spy_p6m": 2.8498567752408315, "alpha_c_p6m": 2.1617040271910626, "bench_spy_p6m": 0.10274454263717936, "bench_c_p6m": 0.790897290686948, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.46005451856089974, "alpha_spy_stated": 0.4345783951884836, "alpha_c_stated": 0.30343575761179387, "price_path": [-0.3381, -0.3309, -0.3498, -0.3694, -0.3676, -0.341, -0.3272, -0.2676, -0.2612, -0.2443, -0.2317, -0.2529, -0.2093, -0.2262, -0.2694, -0.2244, -0.2474, -0.2278, -0.1852, -0.1858, -0.1681, -0.1861, -0.2015, -0.1683, -0.1188, -0.1145, -0.1072, -0.0882, -0.0987, -0.0997, -0.0557, -0.1228, -0.0445, -0.0411, -0.0428, 0.0191, -0.0299, -0.0147, -0.0467, -0.0069, -0.0266, -0.0807, -0.091, -0.1898, -0.1657, -0.0991, -0.0966, -0.0736, -0.0736, -0.0486, -0.0325, -0.0365, -0.0579, -0.0881, -0.0456, -0.0066, 0.0156, 0.061, 0.0399, -0.0298, -0.0445, -0.0645, -0.0927, 0.0, 0.0699, 0.1128, 0.1115, 0.1534, 0.1534, 0.1458, 0.1848, 0.1778, 0.1488, 0.1488, 0.2696, 0.2564, 0.3823, 0.3667, 0.3162, 0.389, 0.3921, 0.361, 0.3417, 0.3549, 0.4601, 0.4601, 0.4691, 0.5662, 0.6002, 0.6086, 0.5661, 0.6512, 0.752, 0.754, 0.6699, 0.7621, 0.6882, 0.5271, 0.5411, 0.5886, 0.5436, 0.5023, 0.6516, 0.6662, 0.6569, 0.6569, 0.6091, 0.6943, 0.6798, 0.7234, 0.6944, 0.6825, 0.7267, 0.6726, 0.6598, 0.661, 0.5282, 0.6131, 0.5981, 0.4904, 0.567, 0.6225, 0.6852, 0.6315, 0.7152, 0.7782, 0.8583, 0.8584, 0.7882, 0.7022, 0.6275, 0.592, 0.5379, 0.4307, 0.4378, 0.2958, 0.3604, 0.4812, 0.4747, 0.4747, 0.5211, 0.5204, 0.6378, 0.6973, 0.6936, 0.7176, 0.8751, 0.8371, 0.8411, 0.8324, 0.8056, 0.8095, 0.9629, 0.9397, 1.0001, 1.1122, 1.0306, 1.0877, 1.0824, 1.1833, 1.3212, 1.5779, 1.6841, 1.6038, 2.0071, 2.2025, 2.0868, 2.2359, 2.1247, 1.918, 1.7443, 1.8136, 1.9475, 2.0687, 2.024, 2.024, 2.6074, 2.7384, 2.7187, 2.9099, 3.1696, 3.2848, 3.3471, 3.0105, 2.4791, 2.8224, 2.7685, 2.5913, 3.01, 2.9526]}
{"unit_id": "quote:2001400021665878076", "ticker_idx": 1, "ts": "2025-12-17T21:12:04+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "All the value in the market will go to Chips and Ontology", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish MU on HBM ramp and DRAM/NAND price surge; cites Karp/Jensen quotes to underscore chips and NVDA as AI beneficiaries.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "🔥 $MU Flying and we are just getting started\n\n\"All the value in the market will go to Chips and Ontology” -Alex Karp $PLTR\n\n\"Without HBM memory, there is no AI supercomputer\" -Jensen $NVDA https://t.co/Dpj4fJ2UO2", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": -0.045236733506554994, "ret_signed_m1d": -0.045236733506554994, "alpha_spy_m1d": -0.037742065007561054, "alpha_c_m1d": -0.037742065007561054, "bench_spy_m1d": -0.007494668498993939, "bench_c_m1d": -0.007494668498993939, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.04141312047121537, "ret_signed_p1d": 0.04141312047121537, "alpha_spy_p1d": 0.03234961424762828, "alpha_c_p1d": 0.03234961424762828, "bench_spy_p1d": 0.009063506223587092, "bench_c_p1d": 0.009063506223587092, "ret_p1w": 0.04566748675774779, "ret_signed_p1w": 0.04566748675774779, "alpha_spy_p1w": 0.022089070253120013, "alpha_c_p1w": 0.022089070253120013, "bench_spy_p1w": 0.023578416504627775, "bench_c_p1w": 0.023578416504627775, "ret_p1m": -0.07932573393221343, "ret_signed_p1m": -0.07932573393221343, "alpha_spy_p1m": -0.10480185730462954, "alpha_c_p1m": -0.10480185730462954, "bench_spy_p1m": 0.025476123372416115, "bench_c_p1m": 0.025476123372416115, "ret_p3m": -0.16484463464860166, "ret_signed_p3m": -0.16484463464860166, "alpha_spy_p3m": -0.1593782199663547, "alpha_c_p3m": -0.1593782199663547, "bench_spy_p3m": -0.005466414682246956, "bench_c_p3m": -0.005466414682246956, "ret_p6m": -0.31073296256670435, "ret_signed_p6m": -0.31073296256670435, "alpha_spy_p6m": -0.4134775052038837, "alpha_c_p6m": -0.4134775052038837, "bench_spy_p6m": 0.10274454263717936, "bench_c_p6m": 0.10274454263717936, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.07932573393221343, "alpha_spy_stated": -0.10480185730462954, "alpha_c_stated": -0.10480185730462954, "price_path": [-0.0343, -0.0169, -0.033, -0.0354, -0.0437, -0.0368, -0.0176, -0.004, 0.0073, -0.068, -0.0332, -0.019, -0.0115, -0.0012, -0.0552, -0.0457, -0.032, -0.0327, -0.0408, -0.0406, -0.0221, -0.0225, -0.0549, -0.0281, -0.0057, 0.0188, 0.0211, 0.0707, 0.0477, 0.0796, 0.1157, 0.0272, 0.0119, -0.0573, -0.0418, 0.0427, 0.0284, -0.0082, -0.073, -0.0629, -0.0778, -0.0989, -0.1092, -0.1613, -0.1661, -0.1262, -0.1192, -0.1073, -0.1073, -0.0928, -0.098, -0.0808, -0.0518, -0.0418, -0.0212, -0.0226, -0.0207, 0.012, 0.01, -0.0114, -0.0131, 0.0111, -0.0452, 0.0, 0.0414, 0.0446, 0.0455, 0.0457, 0.0457, 0.0163, -0.0081, -0.0261, -0.0428, -0.0428, -0.096, -0.0627, -0.0322, -0.0216, -0.0476, -0.0442, -0.0338, -0.0362, -0.0393, -0.0464, -0.0793, -0.0793, -0.0924, -0.1096, -0.1066, -0.0866, -0.0981, -0.1077, -0.1526, -0.1822, -0.2106, -0.2043, -0.1498, -0.2485, -0.2999, -0.2681, -0.2304, -0.2487, -0.2693, -0.3046, -0.2923, -0.2923, -0.2836, -0.2709, -0.2736, -0.2717, -0.2967, -0.3062, -0.2773, -0.2679, -0.2612, -0.2182, -0.2072, -0.175, -0.1778, -0.1536, -0.1576, -0.1861, -0.1836, -0.1734, -0.1871, -0.1776, -0.1648, -0.1773, -0.1616, -0.1885, -0.1338, -0.1665, -0.1655, -0.2053, -0.2296, -0.2592, -0.2122, -0.2111, -0.2005, -0.2005, -0.2033, -0.1918, -0.242, -0.2973, -0.3104, -0.2871, -0.2692, -0.2345, -0.2312, -0.2116, -0.2143, -0.2139, -0.1781, -0.2376, -0.2294, -0.2294, -0.2397, -0.257, -0.2508, -0.2241, -0.2136, -0.2681, -0.2795, -0.2619, -0.2579, -0.2628, -0.2676, -0.2996, -0.2798, -0.2784, -0.2722, -0.2716, -0.2614, -0.26, -0.2629, -0.2629, -0.2644, -0.2864, -0.2281, -0.157, -0.1348, -0.1805, -0.2342, -0.2369, -0.2701, -0.2651, -0.2888, -0.2988, -0.2941, -0.3107]}
{"unit_id": "quote:2001400021665878076", "ticker_idx": 2, "ts": "2025-12-17T21:12:04+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Without HBM memory, there is no AI supercomputer", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish MU on HBM ramp and DRAM/NAND price surge; cites Karp/Jensen quotes to underscore chips and NVDA as AI beneficiaries.", "resolved_tickers": ["NVDA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "🔥 $MU Flying and we are just getting started\n\n\"All the value in the market will go to Chips and Ontology” -Alex Karp $PLTR\n\n\"Without HBM memory, there is no AI supercomputer\" -Jensen $NVDA https://t.co/Dpj4fJ2UO2", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": -0.018376044081450438, "ret_signed_m1d": -0.018376044081450438, "alpha_spy_m1d": -0.010881375582456498, "alpha_c_m1d": 0.004690953867663938, "bench_spy_m1d": -0.007494668498993939, "bench_c_m1d": -0.023066997949114376, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.039336279676618124, "ret_signed_p1d": 0.039336279676618124, "alpha_spy_p1d": 0.030272773453031032, "alpha_c_p1d": 0.0134759373733635, "bench_spy_p1d": 0.009063506223587092, "bench_c_p1d": 0.025860342303254624, "ret_p1w": 0.08309409208340446, "ret_signed_p1w": 0.08309409208340446, "alpha_spy_p1w": 0.05951567557877668, "alpha_c_p1w": 0.031105145567230208, "bench_spy_p1w": 0.023578416504627775, "bench_c_p1w": 0.05198894651617425, "ret_p1m": 0.06942689833150495, "ret_signed_p1m": 0.06942689833150495, "alpha_spy_p1m": 0.043950774959088834, "alpha_c_p1m": -0.08719186261760092, "bench_spy_p1m": 0.025476123372416115, "bench_c_p1m": 0.15661876094910587, "ret_p3m": 0.044790664344964926, "ret_signed_p3m": 0.044790664344964926, "alpha_spy_p3m": 0.05025707902721188, "alpha_c_p3m": -0.10168862509508969, "bench_spy_p3m": -0.005466414682246956, "bench_c_p3m": 0.14647928944005462, "ret_p6m": 0.17974203002911948, "ret_signed_p6m": 0.17974203002911948, "alpha_spy_p6m": 0.07699748739194012, "alpha_c_p6m": -0.6111552606578285, "bench_spy_p6m": 0.10274454263717936, "bench_c_p6m": 0.790897290686948, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.06942689833150495, "alpha_spy_stated": 0.043950774959088834, "alpha_c_stated": -0.08719186261760092, "price_path": [0.0543, 0.0246, 0.0162, 0.0203, 0.0232, 0.0442, 0.0714, 0.0752, 0.0846, 0.0773, 0.0654, 0.0625, 0.0859, 0.1058, 0.0517, 0.0814, 0.0338, 0.0326, 0.044, 0.0521, 0.0488, 0.0403, 0.0352, 0.046, 0.0695, 0.0996, 0.1544, 0.1889, 0.165, 0.1627, 0.1879, 0.1409, 0.1209, 0.08, 0.0804, 0.143, 0.1092, 0.1128, 0.073, 0.092, 0.0715, 0.0414, 0.071, 0.0373, 0.0272, 0.0482, 0.0211, 0.0351, 0.0351, 0.0164, 0.0331, 0.042, 0.0312, 0.0531, 0.0475, 0.0655, 0.0622, 0.0554, 0.039, 0.0051, 0.0123, 0.0206, -0.0184, 0.0, 0.0393, 0.0548, 0.0865, 0.0831, 0.0831, 0.0941, 0.0809, 0.0769, 0.071, 0.071, 0.0845, 0.0803, 0.0752, 0.086, 0.0626, 0.0616, 0.062, 0.067, 0.0517, 0.0741, 0.0694, 0.0694, 0.0226, 0.0527, 0.0614, 0.0777, 0.0708, 0.0826, 0.0998, 0.1055, 0.0976, 0.0659, 0.0356, 0.0003, -0.013, 0.0647, 0.0913, 0.0827, 0.0914, 0.0735, 0.0498, 0.0498, 0.0622, 0.0795, 0.079, 0.09, 0.1, 0.1074, 0.123, 0.0617, 0.0175, 0.0479, 0.0339, 0.0511, 0.0528, 0.0211, 0.0489, 0.061, 0.0683, 0.0517, 0.0351, 0.0522, 0.0448, 0.036, 0.0254, -0.0082, 0.0087, 0.0061, 0.0261, -0.0166, -0.038, -0.0515, 0.0015, 0.0093, 0.0187, 0.0187, 0.0202, 0.0228, 0.0457, 0.0562, 0.0833, 0.0872, 0.1285, 0.1421, 0.1391, 0.1582, 0.1604, 0.1479, 0.1629, 0.1465, 0.1961, 0.244, 0.2242, 0.2017, 0.1461, 0.1397, 0.1398, 0.1285, 0.1935, 0.2146, 0.2359, 0.2602, 0.2679, 0.2969, 0.3538, 0.294, 0.2767, 0.2669, 0.2833, 0.2606, 0.2366, 0.2366, 0.2339, 0.2209, 0.2304, 0.2125, 0.2885, 0.2796, 0.2333, 0.2572, 0.1792, 0.1996, 0.197, 0.1523, 0.1779, 0.1797]}
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{"unit_id": "quote:2014160870666907993", "ticker_idx": 0, "ts": "2026-01-22T02:19:07+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU Bargain of the Century ... It gives DRAM Pricing Super Powers", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish MU: HBM as a paradigm-shifting pricing superpower makes it a bargain at 15.5x PE on surging DRAM/NAND prices and 50% sequential HBM growth.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU Wanna know why HBM is a DRAM paradigm shifter?\n\nThe industry figured out how to make DRAM far more valuable via HBM\n\nHBM is NOT DRAM. It's a high-performance system: 3D-stacked DRAM dies, TSV tech + custom ASIC chip for massive bandwidth\n\nIt gives DRAM Pricing Super Powers https://t.co/BqZ8uTkP72", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": -0.02130385803571222, "ret_signed_m1d": -0.02130385803571222, "alpha_spy_m1d": -0.016107741021062938, "alpha_c_m1d": -0.019094398147288305, "bench_spy_m1d": -0.005196117014649282, "bench_c_m1d": -0.0022094598884239147, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0052065551513811315, "ret_signed_p1d": 0.0052065551513811315, "alpha_spy_p1d": 0.0048438199624074585, "alpha_c_p1d": 0.011983802896503248, "bench_spy_p1d": 0.00036273518897367296, "bench_c_p1d": -0.006777247745122117, "ret_p1w": 0.09610656382871707, "ret_signed_p1w": 0.09610656382871707, "alpha_spy_p1w": 0.08876244533534083, "alpha_c_p1w": 0.059613883668415246, "bench_spy_p1w": 0.007344118493376239, "bench_c_p1w": 0.03649268016030183, "ret_p1m": 0.07694055564130498, "ret_signed_p1m": 0.07694055564130498, "alpha_spy_p1m": 0.07628740074910456, "alpha_c_p1m": 0.04662927210753898, "bench_spy_p1m": 0.0006531548922004138, "bench_c_p1m": 0.030311283533765998, "ret_p3m": 0.1307631524991879, "ret_signed_p3m": 0.1307631524991879, "alpha_spy_p3m": 0.10605583651426831, "alpha_c_p3m": -0.022754535831812195, "bench_spy_p3m": 0.024707315984919598, "bench_c_p3m": 0.1535176883310001, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.07694055564130498, "alpha_spy_stated": 0.07628740074910456, "alpha_c_stated": 0.04662927210753898, "price_path": [-0.4466, -0.4421, -0.4302, -0.4368, -0.4374, -0.4099, -0.4518, -0.4029, -0.4008, -0.4018, -0.3632, -0.3938, -0.3843, -0.4043, -0.3794, -0.3917, -0.4255, -0.432, -0.4937, -0.4786, -0.437, -0.4355, -0.4211, -0.4211, -0.4054, -0.3954, -0.3979, -0.4113, -0.4302, -0.4036, -0.3792, -0.3654, -0.337, -0.3502, -0.3937, -0.4029, -0.4154, -0.433, -0.3751, -0.3314, -0.3046, -0.3054, -0.2792, -0.2792, -0.284, -0.2596, -0.264, -0.2821, -0.2821, -0.2067, -0.2149, -0.1362, -0.146, -0.1775, -0.132, -0.1301, -0.1495, -0.1616, -0.1533, -0.0876, -0.0876, -0.0819, -0.0213, 0.0, 0.0052, -0.0214, 0.0318, 0.0948, 0.0961, 0.0435, 0.1012, 0.055, -0.0457, -0.0369, -0.0073, -0.0354, -0.0612, 0.0321, 0.0412, 0.0354, 0.0354, 0.0055, 0.0588, 0.0497, 0.0769, 0.0588, 0.0514, 0.079, 0.0452, 0.0372, 0.038, -0.045, 0.008, -0.0013, -0.0686, -0.0208, 0.0139, 0.0531, 0.0195, 0.0718, 0.1112, 0.1613, 0.1614, 0.1174, 0.0637, 0.017, -0.0052, -0.039, -0.1059, -0.1015, -0.1903, -0.1499, -0.0744, -0.0784, -0.0784, -0.0495, -0.0499, 0.0234, 0.0606, 0.0583, 0.0733, 0.1717, 0.148, 0.1505, 0.1451, 0.1283, 0.1308, 0.2266, 0.2121, 0.2499, 0.3199, 0.2689, 0.3046, 0.3013, 0.3643, 0.4505, 0.6109, 0.6773, 0.6271, 0.8792, 1.0013, 0.9289, 1.0222, 0.9527, 0.8234, 0.7149, 0.7582, 0.8419, 0.9177, 0.8897, 0.8897, 1.2543, 1.3361, 1.3238, 1.4433, 1.6056, 1.6776, 1.7165, 1.5062, 1.1741, 1.3886, 1.355, 1.2442, 1.5059, 1.47, 1.7377, 1.5685, 1.625, 1.8534, 1.8534, 2.0482, 1.6465, 1.6465, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2022742391774679136", "ticker_idx": 0, "ts": "2026-02-14T18:39:01+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I am betting my money that the introduction of HBM, SOCAMM and CXL products will help the industry more agile in terms allocating wafer outputs/resources", "tweet_type": "prediction", "timeline": "years", "summary": "Bullish MU: HBM/SOCAMM/CXL portfolio + sustained AI demand could flatten memory cycles over next 5-10 years.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "Hi fellow engineer! That's the elephant in the room.\n\nI am betting my money that the introduction of HBM, SOCAMM and CXL products will help the industry more agile in terms allocating wafer outputs/resources. No business will ever escape the cyclical nature but we can flatten it where possible:\n\nAI are much more memory hungry than any other tech invention and right now it's mostly enterprise demand. The consumer demand hasn't even kicked in. \n\nDRAM + NAND = Mix of Consumer + Enterprise = Some flexibility.  \n\nHBM + CXL DRAM + SOCAMM = AI HPC + Regular Enterprise = More flexibility. \n\nSustained demands from AI (slow fab builds) + broader portfolio such as above could help the memory industry endure future down cycles (there could none in the next 5 years or 10 years) by allocating the wafers more efficiently, more options.", "reply_text": null, "parent_text": "@TradexWhisperer Warm greetings from a fellow semi engineer. How  could $MU avoid th age old cycle of capacity expansion-over supply-ASP collapsing? After all memory and NAND are near commodity with strong peer of Samsung and Hynix.", "quoted_text": null, "parent_author": "yizheng95", "ret_m1d": 0.029716392161894145, "ret_signed_m1d": 0.029716392161894145, "alpha_spy_m1d": 0.031327276047151575, "alpha_c_m1d": 0.029201088365555794, "bench_spy_m1d": -0.0016108838852574303, "bench_c_m1d": 0.0005153037963383511, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05295418149160458, "ret_signed_p1d": 0.05295418149160458, "alpha_spy_p1d": 0.047916473941027826, "alpha_c_p1d": 0.04058644105194653, "bench_spy_p1d": 0.005037707550576753, "bench_c_p1d": 0.012367740439658048, "ret_p1w": 0.045600095918206796, "ret_signed_p1w": 0.045600095918206796, "alpha_spy_p1w": 0.039010091880888, "alpha_c_p1w": 0.017011856077951748, "bench_spy_p1w": 0.006590004037318797, "bench_c_p1w": 0.028588239840255047, "ret_p1m": 0.1549602924588891, "ret_signed_p1m": 0.1549602924588891, "alpha_spy_p1m": 0.18632881231745624, "alpha_c_p1m": 0.1889226394104414, "bench_spy_p1m": -0.031368519858567145, "bench_c_p1m": -0.033962346951552314, "ret_p3m": 0.8134083878028087, "ret_signed_p3m": 0.8134083878028087, "alpha_spy_p3m": 0.7279742124972712, "alpha_c_p3m": 0.4481903231583555, "bench_spy_p3m": 0.08543417530553743, "bench_c_p3m": 0.36521806464445317, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.4965, -0.4815, -0.4401, -0.4386, -0.4243, -0.4243, -0.4087, -0.3988, -0.4012, -0.4145, -0.4333, -0.4069, -0.3826, -0.3689, -0.3406, -0.3538, -0.3971, -0.4062, -0.4186, -0.4361, -0.3785, -0.3351, -0.3084, -0.3092, -0.2832, -0.2832, -0.2879, -0.2637, -0.268, -0.2861, -0.2861, -0.211, -0.2192, -0.141, -0.1507, -0.182, -0.1368, -0.1348, -0.1542, -0.1662, -0.158, -0.0926, -0.0926, -0.087, -0.0267, -0.0055, -0.0003, -0.0267, 0.0262, 0.0888, 0.0901, 0.0378, 0.0951, 0.0492, -0.051, -0.0422, -0.0127, -0.0407, -0.0664, 0.0264, 0.0355, 0.0297, 0.0297, 0.0, 0.053, 0.0439, 0.071, 0.053, 0.0456, 0.0731, 0.0395, 0.0315, 0.0322, -0.0503, 0.0025, -0.0068, -0.0737, -0.0262, 0.0083, 0.0473, 0.0139, 0.0659, 0.1051, 0.1549, 0.155, 0.1113, 0.0578, 0.0114, -0.0106, -0.0442, -0.1109, -0.1065, -0.1947, -0.1546, -0.0795, -0.0835, -0.0835, -0.0547, -0.0551, 0.0178, 0.0548, 0.0525, 0.0674, 0.1653, 0.1417, 0.1442, 0.1388, 0.1221, 0.1245, 0.2199, 0.2055, 0.243, 0.3127, 0.2619, 0.2974, 0.2942, 0.3568, 0.4425, 0.6021, 0.6681, 0.6181, 0.8688, 0.9903, 0.9183, 1.011, 0.9419, 0.8134, 0.7055, 0.7485, 0.8318, 0.9071, 0.8793, 0.8793, 1.2419, 1.3233, 1.311, 1.4299, 1.5913, 1.6628, 1.7015, 1.4924, 1.1621, 1.3755, 1.342, 1.2319, 1.4921, 1.4564, 1.7226, 1.5544, 1.6105, 1.8377, 1.8377, 2.0314, 1.632, 1.632, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2002078846070444298", "ticker_idx": 0, "ts": "2025-12-19T18:09:28+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Market is having hard time grasping the transformation Micron is going through which also warrants a transformations in their forward PE. Their business fundamentals aren't the same anymore. HBM dram stacks have changed the memory market dynamics forever. HBM feasts on DRAM. Short supply next 5 years.", "tweet_type": "analysis", "timeline": "years", "summary": "Bullish MU: market underestimates HBM-driven business transformation, warranting PE re-rating; HBM supply constraints to persist 5 years.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "Market is having hard time grasping the transformation Micron is going through which also warrants a transformations in their forward PE. Their business fundamentals aren't the same anymore. HBM dram stacks have changed the memory market dynamics forever. HBM feasts on DRAM. Short supply next 5 years.", "reply_text": null, "parent_text": "$MU Despite the stock near ATH’s, it still has a Forward P/E of just 6.50!?!?\n\nExcuse me?\n\nLook I just chart, I’m not that smart when it comes to Fundamental Analysis (clearly), but can someone tell me how Micron is not still undervalued. Especially given all its peers are at 10+", "quoted_text": null, "parent_author": "Mr_Derivatives", "ret_m1d": -0.06532046033241179, "ret_signed_m1d": -0.06532046033241179, "alpha_spy_m1d": -0.0563383634002701, "alpha_c_m1d": -0.040112017002598366, "bench_spy_m1d": -0.008982096932141692, "bench_c_m1d": -0.025208443329813424, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.040124775871243745, "ret_signed_p1d": 0.040124775871243745, "alpha_spy_p1d": 0.033894972020810155, "alpha_c_p1d": 0.027241953746551806, "bench_spy_p1d": 0.006229803850433591, "bench_c_p1d": 0.01288282212469194, "ret_p1w": 0.07096107949804353, "ret_signed_p1w": 0.07096107949804353, "alpha_spy_p1w": 0.05667941194453885, "alpha_c_p1w": 0.04073232806808935, "bench_spy_p1w": 0.014281667553504684, "bench_c_p1w": 0.03022875142995418, "ret_p1m": 0.364683085298084, "ret_signed_p1m": 0.364683085298084, "alpha_spy_p1m": 0.3484178878673958, "alpha_c_p1m": 0.23722088283856269, "bench_spy_p1m": 0.016265197430688216, "bench_c_p1m": 0.12746220245952133, "ret_p3m": 0.7370506671401831, "ret_signed_p3m": 0.7370506671401831, "alpha_spy_p3m": 0.7652027991305234, "alpha_c_p3m": 0.6285113825847888, "bench_spy_p3m": -0.02815213199034028, "bench_c_p3m": 0.1085392845553943, "ret_p6m": 3.094790427050347, "ret_signed_p6m": 3.094790427050347, "alpha_spy_p6m": 2.982679742458915, "alpha_c_p6m": 2.2726152054074396, "bench_spy_p6m": 0.11211068459143214, "bench_c_p6m": 0.8221752216429075, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.3746, -0.3923, -0.4106, -0.409, -0.384, -0.3712, -0.3154, -0.3094, -0.2937, -0.2819, -0.3017, -0.2609, -0.2767, -0.3171, -0.2751, -0.2966, -0.2782, -0.2384, -0.2389, -0.2224, -0.2393, -0.2536, -0.2227, -0.1764, -0.1723, -0.1655, -0.1478, -0.1576, -0.1585, -0.1174, -0.1801, -0.1069, -0.1038, -0.1053, -0.0475, -0.0933, -0.079, -0.1089, -0.0718, -0.0901, -0.1407, -0.1504, -0.2427, -0.2202, -0.1579, -0.1556, -0.1341, -0.1341, -0.1107, -0.0957, -0.0994, -0.1194, -0.1477, -0.1079, -0.0715, -0.0508, -0.0083, -0.0281, -0.0932, -0.1069, -0.1256, -0.1519, -0.0653, 0.0, 0.0401, 0.0389, 0.0781, 0.0781, 0.071, 0.1074, 0.1009, 0.0737, 0.0737, 0.1866, 0.1743, 0.292, 0.2774, 0.2303, 0.2982, 0.3012, 0.2721, 0.2541, 0.2664, 0.3647, 0.3647, 0.3731, 0.4639, 0.4957, 0.5035, 0.4638, 0.5433, 0.6375, 0.6395, 0.5608, 0.647, 0.578, 0.4273, 0.4405, 0.4848, 0.4427, 0.4042, 0.5437, 0.5574, 0.5487, 0.5487, 0.504, 0.5836, 0.5701, 0.6108, 0.5837, 0.5726, 0.6139, 0.5634, 0.5514, 0.5525, 0.4284, 0.5077, 0.4937, 0.3931, 0.4646, 0.5165, 0.5751, 0.5249, 0.6031, 0.6621, 0.7369, 0.7371, 0.6714, 0.591, 0.5212, 0.488, 0.4374, 0.3373, 0.3439, 0.2111, 0.2715, 0.3845, 0.3784, 0.3784, 0.4217, 0.4211, 0.5308, 0.5864, 0.5829, 0.6054, 0.7526, 0.7171, 0.7208, 0.7127, 0.6877, 0.6913, 0.8347, 0.813, 0.8695, 0.9742, 0.898, 0.9513, 0.9464, 1.0407, 1.1695, 1.4095, 1.5088, 1.4337, 1.8107, 1.9933, 1.8851, 2.0246, 1.9206, 1.7274, 1.5651, 1.6298, 1.7549, 1.8683, 1.8265, 1.8265, 2.3718, 2.4942, 2.4758, 2.6545, 2.8972, 3.0049, 3.0631, 2.7486, 2.2518, 2.5727, 2.5223, 2.3567, 2.7481, 2.6944, 3.0948]}
{"unit_id": "orig:2015476070833885389", "ticker_idx": 0, "ts": "2026-01-25T17:25:15+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "DRAM valuation is structurally shifting. The industry has cracked the code: HBM turns ordinary DRAM into AI GOLD. New era begins.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish MU: author endorses DRAM supercycle thesis — HBM demand spreading to server DRAM signals a structural valuation shift and new era.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "$MU  “As demand initially concentrated on HBM and spreads to server DRAM, an unprecedented supercycle is unfolding.” -Industry Expert\n\nTranslation:\n\nDRAM valuation is structurally shifting. The industry has cracked the code: HBM turns ordinary DRAM into AI GOLD. New era begins. https://t.co/lwCztMa7kz", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.02714026854416307, "ret_signed_m1d": 0.02714026854416307, "alpha_spy_m1d": 0.03219284216618923, "alpha_c_m1d": 0.023955902187538847, "bench_spy_m1d": -0.0050525736220261575, "bench_c_m1d": 0.003184366356624224, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05435759085969649, "ret_signed_p1d": 0.05435759085969649, "alpha_spy_p1d": 0.05037342548122559, "alpha_c_p1d": 0.03322025441476706, "bench_spy_p1d": 0.003984165378470905, "bench_c_p1d": 0.021137336444929433, "ret_p1w": 0.12518954482328515, "ret_signed_p1w": 0.12518954482328515, "alpha_spy_p1w": 0.12132088303871202, "alpha_c_p1w": 0.10224687963987589, "bench_spy_p1w": 0.003868661784573124, "bench_c_p1w": 0.02294266518340926, "ret_p1m": 0.07432730762902162, "ret_signed_p1m": 0.07432730762902162, "alpha_spy_p1m": 0.08209377282576924, "alpha_c_p1m": 0.02332686641656423, "bench_spy_p1m": -0.007766465196747618, "bench_c_p1m": 0.05100044121245739, "ret_p3m": 0.2385884502360145, "ret_signed_p3m": 0.2385884502360145, "alpha_spy_p3m": 0.21310263538827545, "alpha_c_p3m": 0.030399299103990085, "bench_spy_p3m": 0.02548581484773904, "bench_c_p3m": 0.2081891511320244, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.07432730762902162, "alpha_spy_stated": 0.08209377282576924, "alpha_c_stated": 0.02332686641656423, "price_path": [-0.4178, -0.4245, -0.4251, -0.397, -0.4399, -0.3898, -0.3877, -0.3888, -0.3493, -0.3806, -0.3708, -0.3913, -0.3659, -0.3784, -0.413, -0.4196, -0.4827, -0.4673, -0.4247, -0.4232, -0.4084, -0.4084, -0.3925, -0.3822, -0.3847, -0.3984, -0.4177, -0.3906, -0.3656, -0.3515, -0.3225, -0.336, -0.3805, -0.3898, -0.4027, -0.4206, -0.3615, -0.3168, -0.2894, -0.2902, -0.2635, -0.2635, -0.2684, -0.2434, -0.2479, -0.2665, -0.2665, -0.1893, -0.1977, -0.1174, -0.1273, -0.1595, -0.1131, -0.1111, -0.131, -0.1433, -0.1348, -0.0677, -0.0677, -0.0619, 0.0001, 0.0218, 0.0271, 0.0, 0.0544, 0.1187, 0.12, 0.0663, 0.1252, 0.078, -0.0249, -0.0159, 0.0144, -0.0144, -0.0407, 0.0546, 0.0639, 0.058, 0.058, 0.0275, 0.0819, 0.0726, 0.1004, 0.0819, 0.0743, 0.1026, 0.068, 0.0598, 0.0606, -0.0242, 0.03, 0.0205, -0.0483, 0.0006, 0.036, 0.0761, 0.0418, 0.0952, 0.1355, 0.1866, 0.1867, 0.1418, 0.0869, 0.0392, 0.0166, -0.018, -0.0864, -0.0819, -0.1726, -0.1314, -0.0542, -0.0583, -0.0583, -0.0287, -0.0292, 0.0458, 0.0838, 0.0814, 0.0968, 0.1973, 0.173, 0.1756, 0.1701, 0.153, 0.1554, 0.2534, 0.2386, 0.2772, 0.3487, 0.2966, 0.3331, 0.3297, 0.3941, 0.4822, 0.6461, 0.7139, 0.6626, 0.9202, 1.0449, 0.971, 1.0663, 0.9953, 0.8632, 0.7524, 0.7966, 0.8821, 0.9595, 0.931, 0.931, 1.3035, 1.3871, 1.3745, 1.4966, 1.6625, 1.736, 1.7758, 1.5609, 1.2215, 1.4408, 1.4063, 1.2932, 1.5606, 1.5239, 1.7974, 1.6246, 1.6822, 1.9157, 1.9157, 2.1147, 1.7043, 1.7043, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:1986290942958305501", "ticker_idx": 0, "ts": "2025-11-06T04:33:58+00:00", "symbol": "CIFR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$CIFR Unstoppable. It re-attached to the upper Bollinger Band again. Climb imminent.", "tweet_type": "prediction", "timeline": "days", "summary": "Bullish CIFR: re-attached to upper Bollinger Band with climb imminent on multiple blue candle signals.", "resolved_tickers": ["CIFR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Information Technology Services'", "bench_c_industry": "Information Technology Services", "unit_kind": "quote", "lang": "en", "tweet_text": "🩵 $CIFR Unstoppable. It re-attached to the upper Bollinger Band again. Climb imminent.\n\nMultiple BLUE candle signals, multiple opportunities for profit 💰💶\n\n250+ Daily BLUE Candle Alerts. Free Trial:\nhttps://t.co/ZQDP5HCFyq https://t.co/sZJYSPxnNe", "reply_text": null, "parent_text": null, "quoted_text": "🟦 $CIFR Another name with relative strength on par with $IREN & $CLS\n\nEvery single (D) BLUE candle has led to a upper Bollinger Band Climb and formidable gains 💰\n\n240+ Daily BLUE Candle Alerts. Free Trial:\nhttps://t.co/ZQDP5HCFyq https://t.co/ZpGw3Yne53", "parent_author": null, "ret_m1d": 0.1381851739526625, "ret_signed_m1d": 0.1381851739526625, "alpha_spy_m1d": 0.12733953508713403, "alpha_c_m1d": 0.11767741381003671, "bench_spy_m1d": 0.010845638865528473, "bench_c_m1d": 0.020507760142625786, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.046982892373521934, "ret_signed_p1d": -0.046982892373521934, "alpha_spy_p1d": -0.04796736555229708, "alpha_c_p1d": -0.04352468656757602, "bench_spy_p1d": 0.000984473178775147, "bench_c_p1d": -0.003458205805945913, "ret_p1w": -0.3122984369053263, "ret_signed_p1w": -0.3122984369053263, "alpha_spy_p1w": -0.314879293524607, "alpha_c_p1w": -0.3034107060024356, "bench_spy_p1w": 0.002580856619280647, "bench_c_p1w": -0.008887730902890745, "ret_p1m": -0.11192991710281197, "ret_signed_p1m": -0.11192991710281197, "alpha_spy_p1m": -0.13487439439465232, "alpha_c_p1m": -0.12590164920004343, "bench_spy_p1m": 0.02294447729184035, "bench_c_p1m": 0.01397173209723146, "ret_p3m": -0.25103634663387653, "ret_signed_p3m": -0.25103634663387653, "alpha_spy_p3m": -0.28274918123356874, "alpha_c_p3m": -0.23523559472470068, "bench_spy_p3m": 0.03171283459969221, "bench_c_p3m": -0.015800751909175847, "ret_p6m": -0.21510816977810798, "ret_signed_p6m": -0.21510816977810798, "alpha_spy_p6m": -0.2963292727406167, "alpha_c_p6m": -0.33778833331549285, "bench_spy_p6m": 0.08122110296250873, "bench_c_p6m": 0.12268016353738487, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": -0.3122984369053263, "alpha_spy_stated": -0.314879293524607, "alpha_c_stated": -0.3034107060024356, "price_path": [-0.7807, -0.7826, -0.7743, -0.755, -0.76, -0.7213, -0.7347, -0.7259, -0.7282, -0.7061, -0.6942, -0.672, -0.678, -0.6766, -0.6481, -0.6481, -0.6168, -0.6264, -0.6591, -0.6536, -0.6444, -0.5753, -0.5279, -0.5408, -0.5002, -0.5002, -0.4698, -0.4298, -0.4542, -0.4344, -0.357, -0.3482, -0.3487, -0.4629, -0.4717, -0.4173, -0.4201, -0.4196, -0.3639, -0.3229, -0.2934, -0.2745, -0.1893, -0.1713, -0.2183, -0.0631, -0.0378, -0.0313, -0.1377, -0.1359, -0.0829, -0.1674, -0.2579, -0.2052, -0.0484, -0.0539, -0.0806, -0.0977, -0.1216, -0.1409, 0.0484, 0.0368, 0.1382, 0.0, -0.047, -0.0949, -0.14, -0.1994, -0.3123, -0.3386, -0.339, -0.3284, -0.3266, -0.3293, -0.3482, -0.2303, -0.193, -0.1179, -0.1179, -0.0626, -0.093, -0.1875, -0.1419, -0.0866, -0.1119, -0.1027, -0.099, -0.1488, -0.1304, -0.2146, -0.3211, -0.3095, -0.3372, -0.3022, -0.2533, -0.2474, -0.2672, -0.2529, -0.2529, -0.3003, -0.3054, -0.328, -0.3201, -0.3201, -0.2538, -0.1635, -0.1921, -0.2593, -0.2377, -0.234, -0.1856, -0.1594, -0.1649, -0.193, -0.134, -0.134, -0.1746, -0.1838, -0.199, -0.1907, -0.2404, -0.1363, -0.1262, -0.1847, -0.2649, -0.2718, -0.251, -0.3436, -0.415, -0.3215, -0.228, -0.2123, -0.2501, -0.2584, -0.2437, -0.2437, -0.2796, -0.2897, -0.2722, -0.3252, -0.2989, -0.2114, -0.2349, -0.2409, -0.2814, -0.2741, -0.3224, -0.2612, -0.3022, -0.3726, -0.3409, -0.357, -0.3501, -0.3685, -0.3515, -0.3026, -0.3049, -0.3243, -0.3257, -0.3547, -0.3141, -0.3146, -0.2685, -0.339, -0.3669, -0.4466, -0.4072, -0.4178, -0.4095, -0.4095, -0.3851, -0.3547, -0.2897, -0.2464, -0.2386, -0.1819, -0.1502, -0.1709, -0.2013, -0.1078, -0.1115, -0.169, -0.1046, -0.1391, -0.1617, -0.1635, -0.205, -0.2206, -0.1829, -0.2151]}
{"unit_id": "quote:2020718031375302718", "ticker_idx": 0, "ts": "2026-02-09T04:34:56+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Memory makers are ditching long-term fixed-price contracts with North American Big Tech in favor of short-term deals + post-settlement clauses. This lets suppliers adjust prices after delivery based on market rates, capturing upside if dram, hbm & nand prices keep surging.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish MU: shift to short-term contracts with post-settlement clauses lets memory suppliers capture upside from rising DRAM/HBM/NAND prices.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU Memory makers are ditching long-term fixed-price contracts with North American Big Tech in favor of short-term deals + post-settlement clauses.\n\nThis lets suppliers adjust prices after delivery based on market rates, capturing upside if dram, hbm & nand prices keep surging. https://t.co/uSjXd0iRvT", "reply_text": null, "parent_text": null, "quoted_text": "$MU How acute is that shortage?\n\n\"For several of our key customers, in the medium term, we are able to support 50% to 2/3 of their demands.\"\n\n\"That's why we're really focused on bringing up the supply.\" (Referring to the megafab constructions in ID and NY)\n\n-Micron CEO Sanjay https://t.co/nGuXimO3on", "parent_author": null, "ret_m1d": 0.029178622415872324, "ret_signed_m1d": 0.029178622415872324, "alpha_spy_m1d": 0.033977211646554206, "alpha_c_m1d": 0.04147420848508743, "bench_spy_m1d": -0.004798589230681882, "bench_c_m1d": -0.012295586069215103, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.02672751304786447, "ret_signed_p1d": -0.02672751304786447, "alpha_spy_p1d": -0.024090455277165024, "alpha_c_p1d": -0.022079820537778017, "bench_spy_p1d": -0.002637057770699447, "bench_c_p1d": -0.004647692510086454, "ret_p1w": 0.07342899206456432, "ret_signed_p1w": 0.07342899206456432, "alpha_spy_p1w": 0.09100949509677403, "alpha_c_p1w": 0.0707977186346398, "bench_spy_p1w": -0.017580503032209704, "bench_c_p1w": 0.00263127342992453, "ret_p1m": 0.0511342381423634, "ret_signed_p1m": 0.0511342381423634, "alpha_spy_p1m": 0.07530022352784305, "alpha_c_p1m": 0.07405322858649266, "bench_spy_p1m": -0.02416598538547965, "bench_c_p1m": -0.02291899044412926, "ret_p3m": 0.6868361280257833, "ret_signed_p3m": 0.6868361280257833, "alpha_spy_p3m": 0.6297311477674641, "alpha_c_p3m": 0.3586669808662146, "bench_spy_p3m": 0.05710498025831923, "bench_c_p3m": 0.3281691471595687, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.0511342381423634, "alpha_spy_stated": 0.07530022352784305, "alpha_c_stated": 0.07405322858649266, "price_path": [-0.3617, -0.3824, -0.3566, -0.3694, -0.4044, -0.4111, -0.4751, -0.4595, -0.4163, -0.4148, -0.3998, -0.3998, -0.3836, -0.3732, -0.3758, -0.3897, -0.4092, -0.3817, -0.3564, -0.3421, -0.3126, -0.3263, -0.3715, -0.381, -0.394, -0.4122, -0.3522, -0.3069, -0.2791, -0.2799, -0.2528, -0.2528, -0.2577, -0.2324, -0.2369, -0.2558, -0.2558, -0.1775, -0.186, -0.1045, -0.1146, -0.1473, -0.1002, -0.0981, -0.1183, -0.1308, -0.1222, -0.0541, -0.0541, -0.0482, 0.0146, 0.0367, 0.0421, 0.0146, 0.0697, 0.135, 0.1363, 0.0818, 0.1416, 0.0937, -0.0107, -0.0016, 0.0292, 0.0, -0.0267, 0.07, 0.0795, 0.0734, 0.0734, 0.0425, 0.0977, 0.0883, 0.1165, 0.0977, 0.09, 0.1186, 0.0836, 0.0753, 0.0761, -0.01, 0.045, 0.0353, -0.0344, 0.0152, 0.0511, 0.0918, 0.057, 0.1112, 0.152, 0.2039, 0.204, 0.1585, 0.1027, 0.0544, 0.0314, -0.0037, -0.0731, -0.0685, -0.1605, -0.1187, -0.0404, -0.0446, -0.0446, -0.0146, -0.015, 0.061, 0.0996, 0.0972, 0.1127, 0.2147, 0.1901, 0.1928, 0.1871, 0.1698, 0.1723, 0.2717, 0.2566, 0.2958, 0.3684, 0.3155, 0.3525, 0.3491, 0.4144, 0.5038, 0.6701, 0.7389, 0.6868, 0.9482, 1.0747, 0.9997, 1.0964, 1.0243, 0.8904, 0.7779, 0.8228, 0.9095, 0.9881, 0.9591, 0.9591, 1.337, 1.4219, 1.4091, 1.533, 1.7013, 1.7759, 1.8162, 1.5982, 1.2539, 1.4763, 1.4414, 1.3266, 1.5979, 1.5607, 1.8382, 1.6628, 1.7213, 1.9582, 1.9582, 2.1601, 1.7437, 1.7437, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2015842119597072846", "ticker_idx": 0, "ts": "2026-01-26T17:39:48+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Micron is a key leader enabling AI Training and Inference and now sits on a renewed platform, HBM. The market is yet to realize this.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long MU: trading at 11x forward P/E vs peers at 25-37x; market hasn't priced in its AI/HBM leadership.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "$MU Forward P/E Comparison to Peers\n\nAMD: 37x\nAVGO: 32x\nWesternDigital: 30x\nSeagate: 29x\nNVIDIA: 26x\nTSM: 25x\nMicron: 11x\n\nMicron is a key leader enabling AI Training and Inference and now sits on a renewed platform, HBM.\n\nThe market is yet to realize this.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.02714026854416307, "ret_signed_m1d": 0.02714026854416307, "alpha_spy_m1d": 0.03219284216618923, "alpha_c_m1d": 0.023955902187538847, "bench_spy_m1d": -0.0050525736220261575, "bench_c_m1d": 0.003184366356624224, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05435759085969649, "ret_signed_p1d": 0.05435759085969649, "alpha_spy_p1d": 0.05037342548122559, "alpha_c_p1d": 0.03322025441476706, "bench_spy_p1d": 0.003984165378470905, "bench_c_p1d": 0.021137336444929433, "ret_p1w": 0.12518954482328515, "ret_signed_p1w": 0.12518954482328515, "alpha_spy_p1w": 0.12132088303871202, "alpha_c_p1w": 0.10224687963987589, "bench_spy_p1w": 0.003868661784573124, "bench_c_p1w": 0.02294266518340926, "ret_p1m": 0.07432730762902162, "ret_signed_p1m": 0.07432730762902162, "alpha_spy_p1m": 0.08209377282576924, "alpha_c_p1m": 0.02332686641656423, "bench_spy_p1m": -0.007766465196747618, "bench_c_p1m": 0.05100044121245739, "ret_p3m": 0.2385884502360145, "ret_signed_p3m": 0.2385884502360145, "alpha_spy_p3m": 0.21310263538827545, "alpha_c_p3m": 0.030399299103990085, "bench_spy_p3m": 0.02548581484773904, "bench_c_p3m": 0.2081891511320244, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.07432730762902162, "alpha_spy_stated": 0.08209377282576924, "alpha_c_stated": 0.02332686641656423, "price_path": [-0.4178, -0.4245, -0.4251, -0.397, -0.4399, -0.3898, -0.3877, -0.3888, -0.3493, -0.3806, -0.3708, -0.3913, -0.3659, -0.3784, -0.413, -0.4196, -0.4827, -0.4673, -0.4247, -0.4232, -0.4084, -0.4084, -0.3925, -0.3822, -0.3847, -0.3984, -0.4177, -0.3906, -0.3656, -0.3515, -0.3225, -0.336, -0.3805, -0.3898, -0.4027, -0.4206, -0.3615, -0.3168, -0.2894, -0.2902, -0.2635, -0.2635, -0.2684, -0.2434, -0.2479, -0.2665, -0.2665, -0.1893, -0.1977, -0.1174, -0.1273, -0.1595, -0.1131, -0.1111, -0.131, -0.1433, -0.1348, -0.0677, -0.0677, -0.0619, 0.0001, 0.0218, 0.0271, 0.0, 0.0544, 0.1187, 0.12, 0.0663, 0.1252, 0.078, -0.0249, -0.0159, 0.0144, -0.0144, -0.0407, 0.0546, 0.0639, 0.058, 0.058, 0.0275, 0.0819, 0.0726, 0.1004, 0.0819, 0.0743, 0.1026, 0.068, 0.0598, 0.0606, -0.0242, 0.03, 0.0205, -0.0483, 0.0006, 0.036, 0.0761, 0.0418, 0.0952, 0.1355, 0.1866, 0.1867, 0.1418, 0.0869, 0.0392, 0.0166, -0.018, -0.0864, -0.0819, -0.1726, -0.1314, -0.0542, -0.0583, -0.0583, -0.0287, -0.0292, 0.0458, 0.0838, 0.0814, 0.0968, 0.1973, 0.173, 0.1756, 0.1701, 0.153, 0.1554, 0.2534, 0.2386, 0.2772, 0.3487, 0.2966, 0.3331, 0.3297, 0.3941, 0.4822, 0.6461, 0.7139, 0.6626, 0.9202, 1.0449, 0.971, 1.0663, 0.9953, 0.8632, 0.7524, 0.7966, 0.8821, 0.9595, 0.931, 0.931, 1.3035, 1.3871, 1.3745, 1.4966, 1.6625, 1.736, 1.7758, 1.5609, 1.2215, 1.4408, 1.4063, 1.2932, 1.5606, 1.5239, 1.7974, 1.6246, 1.6822, 1.9157, 1.9157, 2.1147, 1.7043, 1.7043, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2025094780804616508", "ticker_idx": 0, "ts": "2026-02-21T06:26:34+00:00", "symbol": "GLW", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "Pure Fiber Optics. 10x Demand for AI Buildouts", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish Corning as a fiber optics play on 10x demand from AI infrastructure buildouts.", "resolved_tickers": ["GLW"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Electronic Components'", "bench_c_industry": "Electronic Components", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@Alex06425829 Pure Fiber Optics. 10x Demand for AI Buildouts", "reply_text": null, "parent_text": "@TradexWhisperer What's the narrative of Corning?", "quoted_text": null, "parent_author": "Alex06425829", "ret_m1d": -0.03951814889503147, "ret_signed_m1d": -0.03951814889503147, "alpha_spy_m1d": -0.0498348626745172, "alpha_c_m1d": -0.056555408825629816, "bench_spy_m1d": 0.010316713779485731, "bench_c_m1d": 0.017037259930598347, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.04364882224633293, "ret_signed_p1d": 0.04364882224633293, "alpha_spy_p1d": 0.03638034697613457, "alpha_c_p1d": 0.030654197150746798, "bench_spy_p1d": 0.00726847527019836, "bench_c_p1d": 0.012994625095586132, "ret_p1w": 0.08884420940986515, "ret_signed_p1w": 0.08884420940986515, "alpha_spy_p1w": 0.08299716642151966, "alpha_c_p1w": 0.08148067318102181, "bench_spy_p1w": 0.0058470429883454855, "bench_c_p1w": 0.007363536228843337, "ret_p1m": -0.020481655043712688, "ret_signed_p1m": -0.020481655043712688, "alpha_spy_p1m": 0.019709684416130413, "alpha_c_p1m": -0.004594243693747613, "bench_spy_p1m": -0.0401913394598431, "bench_c_p1m": -0.015887411349965075, "ret_p3m": 0.3235672691966369, "ret_signed_p3m": 0.3235672691966369, "alpha_spy_p3m": 0.23218503510396848, "alpha_c_p3m": 0.032619579963837575, "bench_spy_p3m": 0.09138223409266844, "bench_c_p3m": 0.29094768923279934, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.020481655043712688, "alpha_spy_stated": 0.019709684416130413, "alpha_c_stated": -0.004594243693747613, "price_path": [-0.4244, -0.4244, -0.4203, -0.4293, -0.4237, -0.4248, -0.4117, -0.4081, -0.3923, -0.3727, -0.3515, -0.3393, -0.3919, -0.3934, -0.4059, -0.4119, -0.4019, -0.3951, -0.3914, -0.3849, -0.3827, -0.3827, -0.3833, -0.3873, -0.3882, -0.3972, -0.3972, -0.3758, -0.3894, -0.3855, -0.3942, -0.4125, -0.4132, -0.395, -0.3812, -0.3789, -0.3564, -0.3515, -0.3515, -0.3627, -0.3561, -0.3509, -0.3577, -0.3463, -0.2445, -0.2821, -0.2909, -0.2892, -0.2402, -0.2235, -0.2448, -0.2235, -0.159, -0.0954, -0.1181, -0.085, -0.0947, -0.0812, -0.0812, -0.1014, -0.0912, -0.1051, -0.0395, 0.0, 0.0436, 0.1045, 0.0348, 0.0373, 0.0888, 0.0179, -0.001, -0.0706, -0.1496, -0.1099, -0.0604, -0.0912, -0.1049, -0.1094, -0.0892, -0.1041, -0.1043, -0.0821, -0.1407, -0.0966, -0.0205, 0.0095, -0.0666, -0.0563, -0.1133, -0.0621, -0.0179, 0.0203, 0.0203, 0.0105, 0.0244, 0.1388, 0.1712, 0.1811, 0.2082, 0.192, 0.1606, 0.1455, 0.1338, 0.1407, 0.1412, 0.164, 0.1691, 0.2132, 0.1589, 0.0557, 0.0477, 0.1329, 0.0916, 0.1033, 0.1181, 0.2524, 0.2581, 0.2894, 0.4305, 0.3674, 0.4244, 0.4366, 0.323, 0.2316, 0.2128, 0.2463, 0.3236, 0.3385, 0.3385, 0.3531, 0.3167, 0.262, 0.2515, 0.2207, 0.3844, 0.3869, 0.3657, 0.2267, 0.2955, 0.2016, 0.1617, 0.2196, 0.2379, 0.2979, 0.2256, 0.2117, 0.3465, 0.3465, 0.4495, 0.3407, 0.3407, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
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{"unit_id": "quote:2021751605696315429", "ticker_idx": 0, "ts": "2026-02-12T01:01:59+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU $415. $500: Inevitable.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "MU to $500 from $415 is inevitable; strongly bullish.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU $415. \n$500: Inevitable.\nDon't be a victim of fear. https://t.co/H37eJfJfXx", "reply_text": null, "parent_text": null, "quoted_text": "Don't be a victim of fear. It destroys your mental clarity and devastates your portfolio.\n\nWhen fear creeps in, grab a pen and paper. Write down every anxious thought, then challenge each one:\n\n\"'Is this actually true?\"\n\nDo your homework, seek the facts, and reclaim your", "parent_author": null, "ret_m1d": -0.008768759210025512, "ret_signed_m1d": -0.008768759210025512, "alpha_spy_m1d": -0.024460031166854246, "alpha_c_m1d": -0.03011768866377651, "bench_spy_m1d": 0.015691271956828734, "bench_c_m1d": 0.021348929453750998, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.005580092679010162, "ret_signed_p1d": -0.005580092679010162, "alpha_spy_p1d": -0.006284591782129256, "alpha_c_p1d": -0.009544575029146962, "bench_spy_p1d": 0.0007044991031190939, "bench_c_p1d": 0.0039644823501368, "ret_p1w": 0.00816481827602411, "ret_signed_p1w": 0.00816481827602411, "alpha_spy_p1w": 0.0034530864835702335, "alpha_c_p1w": -0.0019064112012026069, "bench_spy_p1w": 0.004711731792453877, "bench_c_p1w": 0.010071229477226717, "ret_p1m": 0.029374141224238093, "ret_signed_p1m": 0.029374141224238093, "alpha_spy_p1m": 0.057233919423206214, "alpha_c_p1m": 0.07561776845994705, "bench_spy_p1m": -0.02785977819896812, "bench_c_p1m": -0.04624362723570896, "ret_p3m": 0.8525546318006874, "ret_signed_p3m": 0.8525546318006874, "alpha_spy_p3m": 0.7660603893831044, "alpha_c_p3m": 0.4705398568767578, "bench_spy_p3m": 0.08649424241758297, "bench_c_p3m": 0.38201477492392955, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.029374141224238093, "alpha_spy_stated": 0.057233919423206214, "alpha_c_stated": 0.07561776845994705, "price_path": [-0.4158, -0.4483, -0.4545, -0.5138, -0.4993, -0.4593, -0.4578, -0.444, -0.444, -0.429, -0.4194, -0.4217, -0.4346, -0.4527, -0.4272, -0.4038, -0.3905, -0.3632, -0.3759, -0.4177, -0.4265, -0.4386, -0.4554, -0.3998, -0.3579, -0.3321, -0.3329, -0.3078, -0.3078, -0.3123, -0.2889, -0.2931, -0.3106, -0.3106, -0.2381, -0.246, -0.1704, -0.1798, -0.21, -0.1664, -0.1645, -0.1832, -0.1947, -0.1868, -0.1237, -0.1237, -0.1183, -0.0601, -0.0396, -0.0346, -0.0601, -0.009, 0.0515, 0.0527, 0.0022, 0.0576, 0.0132, -0.0835, -0.0751, -0.0466, -0.0736, -0.0984, -0.0088, 0.0, -0.0056, -0.0056, -0.0343, 0.0169, 0.0082, 0.0343, 0.0169, 0.0098, 0.0363, 0.0038, -0.0039, -0.0031, -0.0828, -0.0319, -0.0409, -0.1055, -0.0595, -0.0262, 0.0114, -0.0208, 0.0294, 0.0672, 0.1153, 0.1154, 0.0732, 0.0216, -0.0232, -0.0445, -0.077, -0.1413, -0.1371, -0.2223, -0.1836, -0.111, -0.1149, -0.1149, -0.0871, -0.0875, -0.0171, 0.0186, 0.0164, 0.0308, 0.1253, 0.1025, 0.105, 0.0997, 0.0837, 0.086, 0.1781, 0.1641, 0.2004, 0.2677, 0.2187, 0.2529, 0.2498, 0.3103, 0.3931, 0.5471, 0.6109, 0.5627, 0.8048, 0.922, 0.8526, 0.9421, 0.8753, 0.7512, 0.647, 0.6886, 0.769, 0.8417, 0.8149, 0.8149, 1.165, 1.2436, 1.2318, 1.3466, 1.5024, 1.5716, 1.6089, 1.407, 1.088, 1.2941, 1.2617, 1.1554, 1.4067, 1.3722, 1.6293, 1.4668, 1.521, 1.7405, 1.7405, 1.9275, 1.5418, 1.5418, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2020344798734086464", "ticker_idx": 0, "ts": "2026-02-08T03:51:50+00:00", "symbol": "TSM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$TSM feels safer than an index fund right now. It's now my 2nd biggest position after $MU", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long TSM as 2nd-biggest position, bullish on $2T market cap as AI chip foundry for entire industry; also holds MU as largest position.", "resolved_tickers": ["TSM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$TSM feels safer than an index fund right now. It's now my 2nd biggest position after $MU\n\nAI is eating everything and TSMC is the kitchen where all the AI chips are cooked, Nvidia, AMD, Broadcom, hyperscalers\n\nOne stock = One broad exposure to the biggest trend of our lifetime", "reply_text": null, "parent_text": null, "quoted_text": "$TSM has become the de facto semiconductor index. It's now the proxy for the entire semiconductor industry.\n\n$2 Trillion Market Cap: Inevitable", "parent_author": null, "ret_m1d": -0.018457448190379977, "ret_signed_m1d": -0.018457448190379977, "alpha_spy_m1d": -0.013658858959698095, "alpha_c_m1d": -0.006161862121164874, "bench_spy_m1d": -0.004798589230681882, "bench_c_m1d": -0.012295586069215103, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.01828879952792195, "ret_signed_p1d": 0.01828879952792195, "alpha_spy_p1d": 0.020925857298621398, "alpha_c_p1d": 0.022936492038008405, "bench_spy_p1d": -0.002637057770699447, "bench_c_p1d": -0.004647692510086454, "ret_p1w": 0.030809538609539278, "ret_signed_p1w": 0.030809538609539278, "alpha_spy_p1w": 0.04839004164174898, "alpha_c_p1w": 0.028178265179614748, "bench_spy_p1w": -0.017580503032209704, "bench_c_p1w": 0.00263127342992453, "ret_p1m": -0.023409539110134103, "ret_signed_p1m": -0.023409539110134103, "alpha_spy_p1m": 0.0007564462753455459, "alpha_c_p1m": -0.0004905486660048419, "bench_spy_p1m": -0.02416598538547965, "bench_c_p1m": -0.02291899044412926, "ret_p3m": 0.16855743337104778, "ret_signed_p3m": 0.16855743337104778, "alpha_spy_p3m": 0.11145245311272856, "alpha_c_p3m": -0.1596117137885209, "bench_spy_p3m": 0.05710498025831923, "bench_c_p3m": 0.3281691471595687, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.023409539110134103, "alpha_spy_stated": 0.0007564462753455459, "alpha_c_stated": -0.0004905486660048419, "price_path": [-0.1845, -0.2081, -0.2008, -0.2087, -0.2202, -0.2076, -0.2213, -0.2282, -0.2013, -0.2012, -0.1864, -0.1864, -0.182, -0.1927, -0.1804, -0.1709, -0.178, -0.173, -0.1529, -0.1486, -0.1297, -0.1423, -0.1783, -0.1904, -0.1928, -0.2207, -0.199, -0.187, -0.1748, -0.1645, -0.1593, -0.1593, -0.1479, -0.1533, -0.1571, -0.145, -0.145, -0.1007, -0.0933, -0.0787, -0.1033, -0.1052, -0.0894, -0.0665, -0.0681, -0.0796, -0.0387, -0.0366, -0.0366, -0.0795, -0.0824, -0.0789, -0.0578, -0.0639, -0.048, -0.0369, -0.0446, -0.0699, -0.0395, -0.0553, -0.0835, -0.0694, -0.0185, 0.0, 0.0183, 0.0526, 0.0357, 0.0308, 0.0308, 0.0247, 0.0193, 0.014, 0.0426, 0.0412, 0.0854, 0.0909, 0.0602, 0.0539, 0.0385, -0.0064, 0.0057, -0.0044, -0.0465, -0.0189, -0.0234, -0.0024, -0.0526, -0.0481, -0.0427, -0.0238, -0.0419, -0.0441, -0.071, -0.045, -0.0315, -0.0188, -0.0799, -0.0781, -0.107, -0.0464, -0.0365, -0.0434, -0.0434, -0.0357, -0.0257, 0.0324, 0.0313, 0.0457, 0.0428, 0.0719, 0.0584, 0.0252, 0.0454, 0.0334, 0.0386, 0.0932, 0.0797, 0.1356, 0.1427, 0.107, 0.1112, 0.1175, 0.1221, 0.1332, 0.1129, 0.1837, 0.1686, 0.1616, 0.1414, 0.121, 0.1281, 0.1786, 0.1409, 0.1172, 0.1078, 0.1332, 0.1488, 0.1414, 0.1414, 0.1634, 0.1928, 0.1988, 0.1807, 0.2292, 0.2604, 0.2322, 0.2554, 0.1714, 0.2043, 0.2074, 0.1533, 0.1909, 0.199, 0.2484, 0.2043, 0.2222, 0.307, 0.307, 0.3227, 0.2342, 0.2342, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2020344798734086464", "ticker_idx": 1, "ts": "2026-02-08T03:51:50+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "It's now my 2nd biggest position after $MU", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long TSM as 2nd-biggest position, bullish on $2T market cap as AI chip foundry for entire industry; also holds MU as largest position.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$TSM feels safer than an index fund right now. It's now my 2nd biggest position after $MU\n\nAI is eating everything and TSMC is the kitchen where all the AI chips are cooked, Nvidia, AMD, Broadcom, hyperscalers\n\nOne stock = One broad exposure to the biggest trend of our lifetime", "reply_text": null, "parent_text": null, "quoted_text": "$TSM has become the de facto semiconductor index. It's now the proxy for the entire semiconductor industry.\n\n$2 Trillion Market Cap: Inevitable", "parent_author": null, "ret_m1d": 0.029178622415872324, "ret_signed_m1d": 0.029178622415872324, "alpha_spy_m1d": 0.033977211646554206, "alpha_c_m1d": 0.04147420848508743, "bench_spy_m1d": -0.004798589230681882, "bench_c_m1d": -0.012295586069215103, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.02672751304786447, "ret_signed_p1d": -0.02672751304786447, "alpha_spy_p1d": -0.024090455277165024, "alpha_c_p1d": -0.022079820537778017, "bench_spy_p1d": -0.002637057770699447, "bench_c_p1d": -0.004647692510086454, "ret_p1w": 0.07342899206456432, "ret_signed_p1w": 0.07342899206456432, "alpha_spy_p1w": 0.09100949509677403, "alpha_c_p1w": 0.0707977186346398, "bench_spy_p1w": -0.017580503032209704, "bench_c_p1w": 0.00263127342992453, "ret_p1m": 0.0511342381423634, "ret_signed_p1m": 0.0511342381423634, "alpha_spy_p1m": 0.07530022352784305, "alpha_c_p1m": 0.07405322858649266, "bench_spy_p1m": -0.02416598538547965, "bench_c_p1m": -0.02291899044412926, "ret_p3m": 0.6868361280257833, "ret_signed_p3m": 0.6868361280257833, "alpha_spy_p3m": 0.6297311477674641, "alpha_c_p3m": 0.3586669808662146, "bench_spy_p3m": 0.05710498025831923, "bench_c_p3m": 0.3281691471595687, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.0511342381423634, "alpha_spy_stated": 0.07530022352784305, "alpha_c_stated": 0.07405322858649266, "price_path": [-0.3617, -0.3824, -0.3566, -0.3694, -0.4044, -0.4111, -0.4751, -0.4595, -0.4163, -0.4148, -0.3998, -0.3998, -0.3836, -0.3732, -0.3758, -0.3897, -0.4092, -0.3817, -0.3564, -0.3421, -0.3126, -0.3263, -0.3715, -0.381, -0.394, -0.4122, -0.3522, -0.3069, -0.2791, -0.2799, -0.2528, -0.2528, -0.2577, -0.2324, -0.2369, -0.2558, -0.2558, -0.1775, -0.186, -0.1045, -0.1146, -0.1473, -0.1002, -0.0981, -0.1183, -0.1308, -0.1222, -0.0541, -0.0541, -0.0482, 0.0146, 0.0367, 0.0421, 0.0146, 0.0697, 0.135, 0.1363, 0.0818, 0.1416, 0.0937, -0.0107, -0.0016, 0.0292, 0.0, -0.0267, 0.07, 0.0795, 0.0734, 0.0734, 0.0425, 0.0977, 0.0883, 0.1165, 0.0977, 0.09, 0.1186, 0.0836, 0.0753, 0.0761, -0.01, 0.045, 0.0353, -0.0344, 0.0152, 0.0511, 0.0918, 0.057, 0.1112, 0.152, 0.2039, 0.204, 0.1585, 0.1027, 0.0544, 0.0314, -0.0037, -0.0731, -0.0685, -0.1605, -0.1187, -0.0404, -0.0446, -0.0446, -0.0146, -0.015, 0.061, 0.0996, 0.0972, 0.1127, 0.2147, 0.1901, 0.1928, 0.1871, 0.1698, 0.1723, 0.2717, 0.2566, 0.2958, 0.3684, 0.3155, 0.3525, 0.3491, 0.4144, 0.5038, 0.6701, 0.7389, 0.6868, 0.9482, 1.0747, 0.9997, 1.0964, 1.0243, 0.8904, 0.7779, 0.8228, 0.9095, 0.9881, 0.9591, 0.9591, 1.337, 1.4219, 1.4091, 1.533, 1.7013, 1.7759, 1.8162, 1.5982, 1.2539, 1.4763, 1.4414, 1.3266, 1.5979, 1.5607, 1.8382, 1.6628, 1.7213, 1.9582, 1.9582, 2.1601, 1.7437, 1.7437, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:1966630446877536757", "ticker_idx": 0, "ts": "2025-09-12T22:30:11+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU All Time High\n\n\"Bargain of the Century\"", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Author re-endorses MU as 'Bargain of the Century' at all-time high, adopting bullish thesis on low PE/PS + HBM/DRAM/NAND tailwinds.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU All Time High\n\n\"Bargain of the Century\" https://t.co/FUIMGRUlYl", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": -0.0034227847689322077, "ret_signed_m1d": -0.0034227847689322077, "alpha_spy_m1d": 0.0018727973034393663, "alpha_c_m1d": 0.0058554532438491735, "bench_spy_m1d": -0.005295582072371574, "bench_c_m1d": -0.009278238012781381, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.00665524802138262, "ret_signed_p1d": 0.00665524802138262, "alpha_spy_p1d": 0.00803213297464267, "alpha_c_p1d": 0.006525092178197411, "bench_spy_p1d": -0.0013768849532600491, "bench_c_p1d": 0.000130155843185209, "ret_p1w": 0.04341761654698839, "ret_signed_p1w": 0.04341761654698839, "alpha_spy_p1w": 0.031647705918456115, "alpha_c_p1w": -0.005415241325521736, "bench_spy_p1w": 0.011769910628532276, "bench_c_p1w": 0.04883285787251013, "ret_p1m": 0.18639246679349597, "ret_signed_p1m": 0.18639246679349597, "alpha_spy_p1m": 0.18161716160703012, "alpha_c_p1m": 0.10067447942538954, "bench_spy_p1m": 0.00477530518646585, "bench_c_p1m": 0.08571798736810643, "ret_p3m": 0.6392333132583683, "ret_signed_p3m": 0.6392333132583683, "alpha_spy_p3m": 0.5935830315786694, "alpha_c_p3m": 0.43179120943765636, "bench_spy_p3m": 0.04565028167969887, "bench_c_p3m": 0.20744210382071193, "ret_p6m": 1.5576811730081666, "ret_signed_p6m": 1.5576811730081666, "alpha_spy_p6m": 1.5271868035208185, "alpha_c_p6m": 1.26013813861304, "bench_spy_p6m": 0.030494369487348072, "bench_c_p6m": 0.29754303439512664, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.18639246679349597, "alpha_spy_stated": 0.18161716160703012, "alpha_c_stated": 0.10067447942538954, "price_path": [-0.2286, -0.2286, -0.2173, -0.2269, -0.19, -0.1942, -0.2021, -0.21, -0.2195, -0.2345, -0.2291, -0.2256, -0.2256, -0.2399, -0.2114, -0.2252, -0.2197, -0.2107, -0.2482, -0.2387, -0.262, -0.2821, -0.275, -0.2823, -0.3077, -0.3039, -0.2918, -0.2948, -0.2949, -0.2904, -0.2727, -0.3082, -0.3352, -0.3169, -0.3087, -0.3105, -0.2909, -0.2464, -0.2158, -0.1903, -0.2123, -0.2059, -0.2339, -0.2169, -0.2264, -0.2571, -0.2661, -0.2541, -0.2621, -0.2616, -0.2537, -0.2267, -0.2457, -0.2457, -0.249, -0.2475, -0.2127, -0.1673, -0.1668, -0.1428, -0.1126, -0.0456, -0.0034, 0.0, 0.0067, 0.0141, 0.0705, 0.0314, 0.0434, 0.0548, 0.025, -0.006, -0.0032, 0.0389, 0.0605, 0.1545, 0.1647, 0.1913, 0.2111, 0.1777, 0.2465, 0.2198, 0.1518, 0.2226, 0.1864, 0.2173, 0.2845, 0.2836, 0.3114, 0.283, 0.2588, 0.311, 0.3891, 0.3959, 0.4074, 0.4374, 0.4207, 0.4192, 0.4885, 0.3828, 0.5063, 0.5116, 0.509, 0.6065, 0.5292, 0.5532, 0.5028, 0.5655, 0.5345, 0.4492, 0.4329, 0.2772, 0.3152, 0.4202, 0.424, 0.4604, 0.4604, 0.4998, 0.5251, 0.5189, 0.4851, 0.4375, 0.5045, 0.566, 0.6009, 0.6725, 0.6392, 0.5294, 0.5063, 0.4747, 0.4303, 0.5764, 0.6865, 0.7542, 0.7522, 0.8182, 0.8182, 0.8062, 0.8677, 0.8567, 0.8109, 0.8109, 1.0013, 0.9806, 1.179, 1.1544, 1.0749, 1.1896, 1.1945, 1.1454, 1.1151, 1.1359, 1.3016, 1.3016, 1.3159, 1.4689, 1.5226, 1.5357, 1.4687, 1.6029, 1.7618, 1.765, 1.6324, 1.7778, 1.6613, 1.4072, 1.4294, 1.5043, 1.4333, 1.3682, 1.6036, 1.6266, 1.6119, 1.6119, 1.5366, 1.6709, 1.648, 1.7167, 1.671, 1.6522, 1.722, 1.6367, 1.6164, 1.6183, 1.409, 1.5428, 1.5192, 1.3495, 1.4702, 1.5577]}
{"unit_id": "reply:2016936034534379589", "ticker_idx": 0, "ts": "2026-01-29T18:06:38+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "It's coming. Memory/Context is the new gold.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Endorses MU as a long; memory/context is the new gold, implying strong upside ahead.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@GVDInvestor It's coming. Memory/Context is the new gold.", "reply_text": null, "parent_text": "@TradexWhisperer Amazing. $MU is a $1000 stock at this point", "quoted_text": null, "parent_author": "GVDInvestor", "ret_m1d": -0.001170312031599341, "ret_signed_m1d": -0.001170312031599341, "alpha_spy_m1d": -0.0031586347686489713, "alpha_c_m1d": 0.0009612844291158051, "bench_spy_m1d": 0.0019883227370496304, "bench_c_m1d": -0.002131596460715146, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04798188254691005, "ret_signed_p1d": -0.04798188254691005, "alpha_spy_p1d": -0.044999398441335714, "alpha_c_p1d": -0.014306853976880696, "bench_spy_p1d": -0.0029824841055743345, "bench_c_p1d": -0.03367502857002935, "ret_p1w": -0.12138871516552752, "ret_signed_p1w": -0.12138871516552752, "alpha_spy_p1w": -0.09773015005202468, "alpha_c_p1w": -0.0340875495960401, "bench_spy_p1w": -0.02365856511350284, "bench_c_p1w": -0.08730116556948742, "ret_p1m": -0.053741527147561086, "ret_signed_p1m": -0.053741527147561086, "alpha_spy_p1m": -0.04214277155998958, "alpha_c_p1m": -0.027036233533177412, "bench_spy_p1m": -0.011598755587571508, "bench_c_p1m": -0.026705293614383674, "ret_p3m": 0.1576718910245789, "ret_signed_p3m": 0.1576718910245789, "alpha_spy_p3m": 0.12944062566182413, "alpha_c_p3m": -0.018822658650725854, "bench_spy_p3m": 0.028231265362754776, "bench_c_p3m": 0.17649454967530476, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.053741527147561086, "alpha_spy_stated": -0.04214277155998958, "alpha_c_stated": -0.027036233533177412, "price_path": [-0.4617, -0.4999, -0.4552, -0.4533, -0.4543, -0.419, -0.447, -0.4383, -0.4565, -0.4338, -0.445, -0.4759, -0.4818, -0.5381, -0.5243, -0.4864, -0.485, -0.4718, -0.4718, -0.4576, -0.4484, -0.4507, -0.4629, -0.4801, -0.4559, -0.4336, -0.421, -0.3951, -0.4072, -0.4469, -0.4552, -0.4667, -0.4827, -0.4299, -0.39, -0.3656, -0.3663, -0.3424, -0.3424, -0.3468, -0.3245, -0.3285, -0.3451, -0.3451, -0.2762, -0.2837, -0.2119, -0.2208, -0.2496, -0.2081, -0.2063, -0.2241, -0.2351, -0.2275, -0.1676, -0.1676, -0.1624, -0.1071, -0.0877, -0.0829, -0.1072, -0.0586, -0.0012, 0.0, -0.048, 0.0046, -0.0375, -0.1294, -0.1214, -0.0943, -0.12, -0.1435, -0.0584, -0.0501, -0.0554, -0.0554, -0.0826, -0.0341, -0.0423, -0.0175, -0.034, -0.0408, -0.0156, -0.0464, -0.0537, -0.0531, -0.1288, -0.0804, -0.0889, -0.1503, -0.1066, -0.075, -0.0392, -0.0699, -0.0222, 0.0138, 0.0594, 0.0595, 0.0195, -0.0296, -0.0721, -0.0924, -0.1232, -0.1843, -0.1803, -0.2613, -0.2244, -0.1555, -0.1592, -0.1592, -0.1328, -0.1332, -0.0663, -0.0324, -0.0345, -0.0208, 0.069, 0.0473, 0.0496, 0.0447, 0.0294, 0.0316, 0.1191, 0.1059, 0.1403, 0.2042, 0.1577, 0.1902, 0.1872, 0.2447, 0.3233, 0.4697, 0.5303, 0.4844, 0.7144, 0.8258, 0.7598, 0.8449, 0.7814, 0.6636, 0.5646, 0.6041, 0.6804, 0.7495, 0.724, 0.724, 1.0566, 1.1313, 1.1201, 1.2291, 1.3771, 1.4428, 1.4783, 1.2865, 0.9835, 1.1792, 1.1485, 1.0474, 1.2862, 1.2534, 1.4976, 1.3433, 1.3948, 1.6032, 1.6032, 1.7809, 1.4145, 1.4145, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2022743587860156847", "ticker_idx": 0, "ts": "2026-02-14T18:43:46+00:00", "symbol": "000660.KS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I believe SK Hynix, Samsung and Micron will be entering Top 10 MC ranking in the next 5-10 years", "tweet_type": "prediction", "timeline": "years", "summary": "Bullish SK Hynix, Samsung, and Micron entering top-10 market cap globally over next 5-10 years.", "resolved_tickers": ["000660.KS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@studios Yes, I believe SK Hynix, Samsung and Micron will be entering Top 10 MC ranking in the next 5-10 years. Not financial advice.\n\nPage 31\nhttps://t.co/ThzalRVf1l", "reply_text": null, "parent_text": "@TradexWhisperer I  wanted to say thank you for your support over the year, and coverage of MU! \nTwo questions: \n- your recommended reads (books/breakdown articles) about memory\n- Do you think that the estimates that Samsung/SK Hynix will enter into the top 10 co' by market cap are accurate.\n10x", "quoted_text": null, "parent_author": "studios", "ret_m1d": -0.015659952279701628, "ret_signed_m1d": -0.015659952279701628, "alpha_spy_m1d": -0.014049068394444197, "alpha_c_m1d": -0.01617525607603998, "bench_spy_m1d": -0.0016108838852574303, "bench_c_m1d": 0.0005153037963383511, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.06152123109150964, "ret_signed_p1d": 0.06152123109150964, "alpha_spy_p1d": 0.05648352354093289, "alpha_c_p1d": 0.049153490651851595, "bench_spy_p1d": 0.005037707550576753, "bench_c_p1d": 0.012367740439658048, "ret_p1w": 0.23157486301307006, "ret_signed_p1w": 0.23157486301307006, "alpha_spy_p1w": 0.22498485897575127, "alpha_c_p1w": 0.20298662317281502, "bench_spy_p1w": 0.006590004037318797, "bench_c_p1w": 0.028588239840255047, "ret_p1m": 0.1284766862854474, "ret_signed_p1m": 0.1284766862854474, "alpha_spy_p1m": 0.15984520614401454, "alpha_c_p1m": 0.1624390332369997, "bench_spy_p1m": -0.031368519858567145, "bench_c_p1m": -0.033962346951552314, "ret_p3m": 0.9555033191323146, "ret_signed_p3m": 0.9555033191323146, "alpha_spy_p3m": 0.8700691438267771, "alpha_c_p3m": 0.5902852544878614, "bench_spy_p3m": 0.08543417530553743, "bench_c_p3m": 0.36521806464445317, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.4188, -0.4199, -0.4143, -0.3915, -0.4072, -0.3982, -0.3758, -0.3826, -0.3937, -0.3915, -0.3546, -0.3669, -0.3434, -0.368, -0.3613, -0.3803, -0.4072, -0.3837, -0.3826, -0.3881, -0.3512, -0.3468, -0.3423, -0.3423, -0.33, -0.2841, -0.2718, -0.2718, -0.2718, -0.2427, -0.2215, -0.1879, -0.17, -0.1544, -0.1678, -0.1622, -0.1745, -0.17, -0.1622, -0.1544, -0.1454, -0.1689, -0.1723, -0.1555, -0.1421, -0.1767, -0.1051, -0.0593, -0.0369, 0.0168, -0.0716, 0.0145, 0.0067, -0.0582, -0.0615, -0.0078, -0.0201, -0.038, -0.0067, -0.0157, -0.0157, -0.0157, -0.0157, 0.0, 0.0615, 0.0638, 0.1242, 0.1387, 0.2316, 0.189, 0.189, 0.0523, -0.0486, 0.0545, 0.0355, -0.0632, 0.0512, 0.0702, 0.0422, 0.0198, 0.0915, 0.087, 0.1834, 0.1352, 0.1285, 0.0455, 0.1049, 0.115, 0.0455, 0.0455, -0.0217, -0.0956, 0.0052, -0.0699, -0.0183, -0.0071, 0.0265, 0.1576, 0.1184, 0.1509, 0.1655, 0.2361, 0.273, 0.2943, 0.2641, 0.3067, 0.3717, 0.3705, 0.3728, 0.3694, 0.4479, 0.4568, 0.449, 0.4411, 0.4411, 0.6216, 0.6216, 0.7941, 0.8535, 0.8894, 1.1068, 1.0564, 1.2144, 1.2076, 1.0384, 1.062, 0.9555, 0.9555, 1.174, 1.1751, 1.1751, 1.2995, 1.5136, 1.5656, 1.6149, 1.6485, 1.6451, 1.6451, 1.5756, 1.3201, 1.1419, 1.4826, 1.2954, 1.3548, 1.4098, 1.5644, 1.6698, 1.8256, 2.0094, 2.0979, 2.2717, 1.8637, 1.8917, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2022743587860156847", "ticker_idx": 1, "ts": "2026-02-14T18:43:46+00:00", "symbol": "005930.KS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I believe SK Hynix, Samsung and Micron will be entering Top 10 MC ranking in the next 5-10 years", "tweet_type": "prediction", "timeline": "years", "summary": "Bullish SK Hynix, Samsung, and Micron entering top-10 market cap globally over next 5-10 years.", "resolved_tickers": ["005930.KS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Consumer Electronics'", "bench_c_industry": "Consumer Electronics", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@studios Yes, I believe SK Hynix, Samsung and Micron will be entering Top 10 MC ranking in the next 5-10 years. Not financial advice.\n\nPage 31\nhttps://t.co/ThzalRVf1l", "reply_text": null, "parent_text": "@TradexWhisperer I  wanted to say thank you for your support over the year, and coverage of MU! \nTwo questions: \n- your recommended reads (books/breakdown articles) about memory\n- Do you think that the estimates that Samsung/SK Hynix will enter into the top 10 co' by market cap are accurate.\n10x", "quoted_text": null, "parent_author": "studios", "ret_m1d": -0.04631581532347695, "ret_signed_m1d": -0.04631581532347695, "alpha_spy_m1d": -0.04470493143821952, "alpha_c_m1d": -0.04688946939132144, "bench_spy_m1d": -0.0016108838852574303, "bench_c_m1d": 0.0005736540678444868, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0005263338756542613, "ret_signed_p1d": 0.0005263338756542613, "alpha_spy_p1d": -0.004511373674922492, "alpha_c_p1d": -0.009726183578519176, "bench_spy_p1d": 0.005037707550576753, "bench_c_p1d": 0.010252517454173438, "ret_p1w": 0.14736845835266799, "ret_signed_p1w": 0.14736845835266799, "alpha_spy_p1w": 0.1407784543153492, "alpha_c_p1w": 0.14134591312271505, "bench_spy_p1w": 0.006590004037318797, "bench_c_p1w": 0.006022545229952936, "ret_p1m": 0.04947365376328716, "ret_signed_p1m": 0.04947365376328716, "alpha_spy_p1m": 0.08084217362185431, "alpha_c_p1m": 0.0603711070945383, "bench_spy_p1m": -0.031368519858567145, "bench_c_p1m": -0.010897453331251139, "ret_p3m": 0.45300123618826804, "ret_signed_p3m": 0.45300123618826804, "alpha_spy_p3m": 0.3675670608827306, "alpha_c_p3m": 0.18773618190881525, "bench_spy_p3m": 0.08543417530553743, "bench_c_p3m": 0.2652650542794528, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.4935, -0.4799, -0.4616, -0.4579, -0.4736, -0.472, -0.4584, -0.4527, -0.4495, -0.4322, -0.4265, -0.4322, -0.4343, -0.438, -0.4296, -0.4511, -0.4616, -0.4349, -0.4364, -0.4432, -0.4212, -0.416, -0.4181, -0.4181, -0.3872, -0.3711, -0.3689, -0.3689, -0.3689, -0.3237, -0.2732, -0.2689, -0.2579, -0.2695, -0.2684, -0.2695, -0.2758, -0.2616, -0.2426, -0.2163, -0.2142, -0.2358, -0.2132, -0.1984, -0.1995, -0.1995, -0.1605, -0.1453, -0.1542, -0.1553, -0.2084, -0.1184, -0.11, -0.1616, -0.1653, -0.1242, -0.1274, -0.1168, -0.06, -0.0463, -0.0463, -0.0463, -0.0463, 0.0, 0.0005, 0.0158, 0.0526, 0.0711, 0.1474, 0.1395, 0.1395, 0.0268, -0.0937, 0.0084, -0.0095, -0.0868, -0.0111, 0.0, -0.0111, -0.0342, -0.0068, 0.0205, 0.0974, 0.0553, 0.0495, -0.0195, -0.0016, -0.0053, -0.0521, -0.0521, -0.0702, -0.1182, 0.0002, -0.0591, -0.018, 0.0184, 0.0364, 0.1102, 0.0759, 0.0865, 0.0601, 0.0891, 0.1128, 0.1471, 0.1392, 0.1313, 0.155, 0.1471, 0.184, 0.1577, 0.184, 0.1708, 0.1919, 0.1629, 0.1629, 0.2262, 0.2262, 0.4029, 0.4319, 0.4161, 0.5057, 0.4715, 0.4978, 0.5611, 0.4266, 0.482, 0.453, 0.4556, 0.5796, 0.5427, 0.5427, 0.5769, 0.6191, 0.5796, 0.6719, 0.8406, 0.9013, 0.9013, 0.8538, 0.7352, 0.5585, 0.6982, 0.5954, 0.5769, 0.7009, 0.7774, 0.809, 0.8275, 0.9118, 0.867, 0.8644, 0.635, 0.7958, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2022743587860156847", "ticker_idx": 2, "ts": "2026-02-14T18:43:46+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I believe SK Hynix, Samsung and Micron will be entering Top 10 MC ranking in the next 5-10 years", "tweet_type": "prediction", "timeline": "years", "summary": "Bullish SK Hynix, Samsung, and Micron entering top-10 market cap globally over next 5-10 years.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@studios Yes, I believe SK Hynix, Samsung and Micron will be entering Top 10 MC ranking in the next 5-10 years. Not financial advice.\n\nPage 31\nhttps://t.co/ThzalRVf1l", "reply_text": null, "parent_text": "@TradexWhisperer I  wanted to say thank you for your support over the year, and coverage of MU! \nTwo questions: \n- your recommended reads (books/breakdown articles) about memory\n- Do you think that the estimates that Samsung/SK Hynix will enter into the top 10 co' by market cap are accurate.\n10x", "quoted_text": null, "parent_author": "studios", "ret_m1d": 0.029716392161894145, "ret_signed_m1d": 0.029716392161894145, "alpha_spy_m1d": 0.031327276047151575, "alpha_c_m1d": 0.029201088365555794, "bench_spy_m1d": -0.0016108838852574303, "bench_c_m1d": 0.0005153037963383511, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05295418149160458, "ret_signed_p1d": 0.05295418149160458, "alpha_spy_p1d": 0.047916473941027826, "alpha_c_p1d": 0.04058644105194653, "bench_spy_p1d": 0.005037707550576753, "bench_c_p1d": 0.012367740439658048, "ret_p1w": 0.045600095918206796, "ret_signed_p1w": 0.045600095918206796, "alpha_spy_p1w": 0.039010091880888, "alpha_c_p1w": 0.017011856077951748, "bench_spy_p1w": 0.006590004037318797, "bench_c_p1w": 0.028588239840255047, "ret_p1m": 0.1549602924588891, "ret_signed_p1m": 0.1549602924588891, "alpha_spy_p1m": 0.18632881231745624, "alpha_c_p1m": 0.1889226394104414, "bench_spy_p1m": -0.031368519858567145, "bench_c_p1m": -0.033962346951552314, "ret_p3m": 0.8134083878028087, "ret_signed_p3m": 0.8134083878028087, "alpha_spy_p3m": 0.7279742124972712, "alpha_c_p3m": 0.4481903231583555, "bench_spy_p3m": 0.08543417530553743, "bench_c_p3m": 0.36521806464445317, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.4965, -0.4815, -0.4401, -0.4386, -0.4243, -0.4243, -0.4087, -0.3988, -0.4012, -0.4145, -0.4333, -0.4069, -0.3826, -0.3689, -0.3406, -0.3538, -0.3971, -0.4062, -0.4186, -0.4361, -0.3785, -0.3351, -0.3084, -0.3092, -0.2832, -0.2832, -0.2879, -0.2637, -0.268, -0.2861, -0.2861, -0.211, -0.2192, -0.141, -0.1507, -0.182, -0.1368, -0.1348, -0.1542, -0.1662, -0.158, -0.0926, -0.0926, -0.087, -0.0267, -0.0055, -0.0003, -0.0267, 0.0262, 0.0888, 0.0901, 0.0378, 0.0951, 0.0492, -0.051, -0.0422, -0.0127, -0.0407, -0.0664, 0.0264, 0.0355, 0.0297, 0.0297, 0.0, 0.053, 0.0439, 0.071, 0.053, 0.0456, 0.0731, 0.0395, 0.0315, 0.0322, -0.0503, 0.0025, -0.0068, -0.0737, -0.0262, 0.0083, 0.0473, 0.0139, 0.0659, 0.1051, 0.1549, 0.155, 0.1113, 0.0578, 0.0114, -0.0106, -0.0442, -0.1109, -0.1065, -0.1947, -0.1546, -0.0795, -0.0835, -0.0835, -0.0547, -0.0551, 0.0178, 0.0548, 0.0525, 0.0674, 0.1653, 0.1417, 0.1442, 0.1388, 0.1221, 0.1245, 0.2199, 0.2055, 0.243, 0.3127, 0.2619, 0.2974, 0.2942, 0.3568, 0.4425, 0.6021, 0.6681, 0.6181, 0.8688, 0.9903, 0.9183, 1.011, 0.9419, 0.8134, 0.7055, 0.7485, 0.8318, 0.9071, 0.8793, 0.8793, 1.2419, 1.3233, 1.311, 1.4299, 1.5913, 1.6628, 1.7015, 1.4924, 1.1621, 1.3755, 1.342, 1.2319, 1.4921, 1.4564, 1.7226, 1.5544, 1.6105, 1.8377, 1.8377, 2.0314, 1.632, 1.632, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2021490220999507970", "ticker_idx": 0, "ts": "2026-02-11T07:43:20+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Micron can sell HBM4 to all others. Bookings for 2026 Q4.", "tweet_type": "prediction", "timeline": "quarters", "summary": "Bullish MU: HBM4 demand not dependent on NVIDIA; Micron has bookings from other customers through 2026 Q4.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@Bullbear_Chart In short: The modulator of Q2 guidance is DDR and NAND prices, not whether Nvida makes HBM4 orders or not.\n\nMicron can sell HBM4 to all others. Bookings for 2026 Q4.", "reply_text": null, "parent_text": "@TradexWhisperer Your insights on $MU's \"pragmatic realism\" have been a beacon of clarity amidst the noise.\n\nRegarding your point that \"Q2 guidance already prices in zero NVDA HBM4 orders\"—is this deduction based on the revenue baseline solely reflecting the known HBM3E/DDR5 ramp, excluding any", "quoted_text": null, "parent_author": "Bullbear_Chart", "ret_m1d": -0.09038847502394831, "ret_signed_m1d": -0.09038847502394831, "alpha_spy_m1d": -0.09061965059740684, "alpha_c_m1d": -0.06623111680233484, "bench_spy_m1d": 0.0002311755734585308, "bench_c_m1d": -0.024157358221613467, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.008846330552533033, "ret_signed_p1d": 0.008846330552533033, "alpha_spy_p1d": 0.024295190250419263, "alpha_c_p1d": 0.029749010173658275, "bench_spy_p1d": -0.01544885969788623, "bench_c_p1d": -0.020902679621125242, "ret_p1w": 0.025856644624870917, "ret_signed_p1w": 0.025856644624870917, "alpha_spy_p1w": 0.034050829978377606, "alpha_c_p1w": 0.031233015213836368, "bench_spy_p1w": -0.008194185353506689, "bench_c_p1w": -0.005376370588965451, "ret_p1m": -0.012160672600280864, "ret_signed_p1m": -0.012160672600280864, "alpha_spy_p1m": 0.025269286388445278, "alpha_c_p1m": 0.05209024107664584, "bench_spy_p1m": -0.03742995898872614, "bench_c_p1m": -0.0642509136769267, "ret_p3m": 0.9390362248077155, "ret_signed_p3m": 0.9390362248077155, "alpha_spy_p3m": 0.8677040620427314, "alpha_c_p3m": 0.5496008632794793, "bench_spy_p3m": 0.07133216276498411, "bench_c_p3m": 0.3894353615282362, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": 0.9390362248077155, "alpha_spy_stated": 0.8677040620427314, "alpha_c_stated": 0.5496008632794793, "price_path": [-0.3987, -0.4106, -0.4434, -0.4497, -0.5095, -0.4948, -0.4545, -0.453, -0.4391, -0.4391, -0.4239, -0.4142, -0.4166, -0.4296, -0.4479, -0.4221, -0.3985, -0.3851, -0.3576, -0.3704, -0.4126, -0.4214, -0.4336, -0.4506, -0.3945, -0.3522, -0.3262, -0.327, -0.3016, -0.3016, -0.3062, -0.2826, -0.2869, -0.3045, -0.3045, -0.2313, -0.2393, -0.1631, -0.1725, -0.2031, -0.159, -0.1571, -0.176, -0.1876, -0.1796, -0.116, -0.116, -0.1105, -0.0517, -0.0311, -0.0261, -0.0518, -0.0002, 0.0608, 0.062, 0.0111, 0.0669, 0.0222, -0.0754, -0.0669, -0.0381, -0.0654, -0.0904, 0.0, 0.0088, 0.0032, 0.0032, -0.0257, 0.0259, 0.0171, 0.0435, 0.0259, 0.0187, 0.0455, 0.0127, 0.0049, 0.0057, -0.0747, -0.0233, -0.0324, -0.0976, -0.0512, -0.0176, 0.0203, -0.0122, 0.0385, 0.0767, 0.1251, 0.1252, 0.0827, 0.0306, -0.0146, -0.0361, -0.0688, -0.1337, -0.1295, -0.2154, -0.1763, -0.1032, -0.1071, -0.1071, -0.079, -0.0794, -0.0084, 0.0277, 0.0254, 0.04, 0.1353, 0.1123, 0.1147, 0.1095, 0.0933, 0.0956, 0.1885, 0.1744, 0.211, 0.2789, 0.2295, 0.264, 0.2609, 0.3219, 0.4054, 0.5608, 0.6252, 0.5765, 0.8207, 0.939, 0.8689, 0.9593, 0.8919, 0.7667, 0.6616, 0.7035, 0.7846, 0.858, 0.831, 0.831, 1.1842, 1.2635, 1.2516, 1.3673, 1.5246, 1.5943, 1.632, 1.4283, 1.1065, 1.3144, 1.2817, 1.1744, 1.428, 1.3932, 1.6525, 1.4886, 1.5433, 1.7647, 1.7647, 1.9534, 1.5642, 1.5642, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2022160992160137410", "ticker_idx": 0, "ts": "2026-02-13T04:08:45+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "All the value is going to the chips, not the broader 'technology' Nasdaq", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Value rotating into chips (MU, SNDK, TSM) away from broader tech/Nasdaq.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "All the value is going to the chips, not the broader 'technology' Nasdaq.\n\nListen to the market 👇 $MU $SNDK $TSM https://t.co/1yV5GxU3QN", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.005611404838065992, "ret_signed_m1d": 0.005611404838065992, "alpha_spy_m1d": 0.006315407971609011, "alpha_c_m1d": 0.009560232132092006, "bench_spy_m1d": -0.0007040031335430186, "bench_c_m1d": -0.003948827294026014, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0, "ret_signed_p1d": 0.0, "alpha_spy_p1d": 0.0, "alpha_c_p1d": 0.0, "bench_spy_p1d": 0.0, "bench_c_p1d": 0.0, "ret_p1w": 0.04010587371587615, "ret_signed_p1w": 0.04010587371587615, "alpha_spy_p1w": 0.02884065354074128, "alpha_c_p1w": 0.022176908895146674, "bench_spy_p1w": 0.011265220175134871, "bench_c_p1w": 0.017928964820729476, "ret_p1m": 0.07321569867300393, "ret_signed_p1m": 0.07321569867300393, "alpha_spy_p1m": 0.09187349176808501, "alpha_c_p1m": 0.10706242621065709, "bench_spy_p1m": -0.018657793095081088, "bench_c_p1m": -0.033846727537653165, "ret_p3m": 0.9529892993798175, "ret_signed_p3m": 0.9529892993798175, "alpha_spy_p3m": 0.861185472706073, "alpha_c_p3m": 0.5489374494369013, "bench_spy_p3m": 0.09180382667374443, "bench_c_p3m": 0.4040518499429162, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.07321569867300393, "alpha_spy_stated": 0.09187349176808501, "alpha_c_stated": 0.10706242621065709, "price_path": [-0.4452, -0.4514, -0.511, -0.4965, -0.4563, -0.4548, -0.4409, -0.4409, -0.4258, -0.4161, -0.4185, -0.4314, -0.4496, -0.424, -0.4004, -0.3871, -0.3597, -0.3724, -0.4145, -0.4233, -0.4354, -0.4524, -0.3965, -0.3543, -0.3284, -0.3292, -0.3039, -0.3039, -0.3085, -0.2849, -0.2891, -0.3067, -0.3067, -0.2338, -0.2417, -0.1657, -0.1752, -0.2056, -0.1617, -0.1598, -0.1786, -0.1902, -0.1823, -0.1188, -0.1188, -0.1133, -0.0548, -0.0342, -0.0292, -0.0548, -0.0034, 0.0574, 0.0586, 0.0078, 0.0635, 0.0189, -0.0784, -0.0699, -0.0412, -0.0684, -0.0933, -0.0032, 0.0056, 0.0, 0.0, -0.0289, 0.0226, 0.0138, 0.0401, 0.0226, 0.0154, 0.0421, 0.0095, 0.0017, 0.0025, -0.0777, -0.0265, -0.0355, -0.1005, -0.0543, -0.0208, 0.0171, -0.0153, 0.0352, 0.0732, 0.1215, 0.1216, 0.0792, 0.0273, -0.0178, -0.0392, -0.0718, -0.1365, -0.1322, -0.218, -0.179, -0.106, -0.11, -0.11, -0.082, -0.0824, -0.0116, 0.0244, 0.0221, 0.0366, 0.1317, 0.1087, 0.1112, 0.1059, 0.0898, 0.0921, 0.1847, 0.1707, 0.2071, 0.2748, 0.2255, 0.26, 0.2568, 0.3177, 0.4009, 0.5558, 0.62, 0.5714, 0.8149, 0.9328, 0.863, 0.953, 0.8859, 0.7611, 0.6563, 0.6981, 0.7789, 0.8521, 0.8251, 0.8251, 1.1772, 1.2562, 1.2443, 1.3597, 1.5165, 1.586, 1.6236, 1.4205, 1.0997, 1.3069, 1.2744, 1.1675, 1.4202, 1.3855, 1.644, 1.4807, 1.5352, 1.7558, 1.7558, 1.9439, 1.556, 1.556, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2022160992160137410", "ticker_idx": 1, "ts": "2026-02-13T04:08:45+00:00", "symbol": "SNDK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "All the value is going to the chips, not the broader 'technology' Nasdaq", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Value rotating into chips (MU, SNDK, TSM) away from broader tech/Nasdaq.", "resolved_tickers": ["SNDK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "original", "lang": "en", "tweet_text": "All the value is going to the chips, not the broader 'technology' Nasdaq.\n\nListen to the market 👇 $MU $SNDK $TSM https://t.co/1yV5GxU3QN", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.005953109811165591, "ret_signed_m1d": 0.005953109811165591, "alpha_spy_m1d": 0.00665711294470861, "alpha_c_m1d": 0.008460900556134354, "bench_spy_m1d": -0.0007040031335430186, "bench_c_m1d": -0.002507790744968763, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0, "ret_signed_p1d": 0.0, "alpha_spy_p1d": 0.0, "alpha_c_p1d": 0.0, "bench_spy_p1d": 0.0, "bench_c_p1d": 0.0, "ret_p1w": 0.037362699878301875, "ret_signed_p1w": 0.037362699878301875, "alpha_spy_p1w": 0.026097479703167004, "alpha_c_p1w": 0.027904423670156886, "bench_spy_p1w": 0.011265220175134871, "bench_c_p1w": 0.009458276208144989, "ret_p1m": 0.12300499173985546, "ret_signed_p1m": 0.12300499173985546, "alpha_spy_p1m": 0.14166278483493655, "alpha_c_p1m": 0.12859400800876564, "bench_spy_p1m": -0.018657793095081088, "bench_c_p1m": -0.005589016268910174, "ret_p3m": 1.3098027102079879, "ret_signed_p3m": 1.3098027102079879, "alpha_spy_p3m": 1.2179988835342435, "alpha_c_p3m": 1.0410301466947705, "bench_spy_p3m": 0.09180382667374443, "bench_c_p3m": 0.26877256351321743, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.12300499173985546, "alpha_spy_stated": 0.14166278483493655, "alpha_c_stated": 0.12859400800876564, "price_path": [-0.6091, -0.6074, -0.6872, -0.6804, -0.6378, -0.6481, -0.6568, -0.6568, -0.6436, -0.6646, -0.6723, -0.6898, -0.6596, -0.6354, -0.6401, -0.6497, -0.6284, -0.6144, -0.6709, -0.6778, -0.6659, -0.6699, -0.6497, -0.6208, -0.6153, -0.6091, -0.6009, -0.6009, -0.6009, -0.6102, -0.6166, -0.6211, -0.6211, -0.5607, -0.5626, -0.442, -0.4357, -0.4661, -0.3976, -0.3787, -0.3779, -0.381, -0.3468, -0.3399, -0.3399, -0.2768, -0.1999, -0.1965, -0.2438, -0.2486, -0.2316, -0.1579, -0.1393, -0.0803, 0.0617, 0.11, -0.067, -0.0804, -0.0457, -0.0689, -0.1355, -0.0434, 0.006, 0.0, 0.0, -0.0574, -0.0418, -0.0087, 0.0374, 0.0637, 0.0191, 0.0093, 0.0404, 0.014, -0.0119, -0.0976, -0.0439, -0.0973, -0.1584, -0.0604, -0.0122, 0.0461, -0.0124, 0.056, 0.123, 0.1494, 0.2029, 0.2323, 0.1327, 0.1212, 0.1212, 0.0819, -0.0373, -0.0171, -0.0863, 0.014, 0.1056, 0.1197, 0.1197, 0.1565, 0.1344, 0.2463, 0.3591, 0.3594, 0.5202, 0.5074, 0.4232, 0.4675, 0.4699, 0.4572, 0.442, 0.5626, 0.4882, 0.5799, 0.7081, 0.5998, 0.6985, 0.75, 0.8945, 1.0044, 1.2445, 1.2504, 1.1386, 1.4935, 1.4699, 1.3174, 1.3098, 1.2068, 1.2466, 1.1275, 1.2078, 1.2225, 1.4614, 1.36, 1.36, 1.5369, 1.5376, 1.6201, 1.7052, 1.8113, 1.7393, 1.9231, 1.8085, 1.4887, 1.6207, 1.6279, 1.6226, 2.0029, 2.1603, 2.3642, 2.1785, 2.1263, 2.4869, 2.4869, 2.6289, 2.1339, 2.1339, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2022160992160137410", "ticker_idx": 2, "ts": "2026-02-13T04:08:45+00:00", "symbol": "TSM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "All the value is going to the chips, not the broader 'technology' Nasdaq", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Value rotating into chips (MU, SNDK, TSM) away from broader tech/Nasdaq.", "resolved_tickers": ["TSM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "All the value is going to the chips, not the broader 'technology' Nasdaq.\n\nListen to the market 👇 $MU $SNDK $TSM https://t.co/1yV5GxU3QN", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.004749487636587224, "ret_signed_m1d": 0.004749487636587224, "alpha_spy_m1d": 0.005453490770130243, "alpha_c_m1d": 0.008698314930613238, "bench_spy_m1d": -0.0007040031335430186, "bench_c_m1d": -0.003948827294026014, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0, "ret_signed_p1d": 0.0, "alpha_spy_p1d": 0.0, "alpha_c_p1d": 0.0, "bench_spy_p1d": 0.0, "bench_c_p1d": 0.0, "ret_p1w": 0.011409604960419761, "ret_signed_p1w": 0.011409604960419761, "alpha_spy_p1w": 0.00014438478528489007, "alpha_c_p1w": -0.006519359860309715, "bench_spy_p1w": 0.011265220175134871, "bench_c_p1w": 0.017928964820729476, "ret_p1m": -0.07132328123918052, "ret_signed_p1m": -0.07132328123918052, "alpha_spy_p1m": -0.05266548814409944, "alpha_c_p1m": -0.03747655370152736, "bench_spy_p1m": -0.018657793095081088, "bench_c_p1m": -0.033846727537653165, "ret_p3m": 0.09435131321357138, "ret_signed_p3m": 0.09435131321357138, "alpha_spy_p3m": 0.0025474865398269486, "alpha_c_p3m": -0.30970053672934483, "bench_spy_p3m": 0.09180382667374443, "bench_c_p3m": 0.4040518499429162, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.07132328123918052, "alpha_spy_stated": -0.05266548814409944, "alpha_c_stated": -0.03747655370152736, "price_path": [-0.2435, -0.2313, -0.2446, -0.2512, -0.2252, -0.225, -0.2107, -0.2107, -0.2064, -0.2169, -0.2049, -0.1957, -0.2026, -0.1977, -0.1782, -0.1741, -0.1557, -0.1679, -0.2029, -0.2146, -0.217, -0.244, -0.223, -0.2113, -0.1995, -0.1895, -0.1844, -0.1844, -0.1734, -0.1786, -0.1823, -0.1705, -0.1705, -0.1276, -0.1204, -0.1063, -0.1301, -0.132, -0.1166, -0.0944, -0.0959, -0.1071, -0.0675, -0.0654, -0.0654, -0.107, -0.1098, -0.1064, -0.086, -0.0918, -0.0765, -0.0657, -0.0732, -0.0977, -0.0682, -0.0836, -0.1109, -0.0973, -0.0478, -0.0299, -0.0121, 0.0211, 0.0047, 0.0, 0.0, -0.0059, -0.0112, -0.0163, 0.0114, 0.01, 0.0529, 0.0583, 0.0285, 0.0224, 0.0075, -0.0361, -0.0243, -0.0341, -0.075, -0.0482, -0.0526, -0.0322, -0.0809, -0.0766, -0.0713, -0.053, -0.0705, -0.0726, -0.0988, -0.0736, -0.0604, -0.0481, -0.1074, -0.1056, -0.1337, -0.0749, -0.0653, -0.072, -0.072, -0.0645, -0.0548, 0.0016, 0.0004, 0.0144, 0.0116, 0.0399, 0.0267, -0.0054, 0.0141, 0.0025, 0.0075, 0.0605, 0.0474, 0.1016, 0.1085, 0.0739, 0.078, 0.0841, 0.0885, 0.0993, 0.0796, 0.1483, 0.1336, 0.1269, 0.1073, 0.0875, 0.0944, 0.1434, 0.1068, 0.0838, 0.0747, 0.0993, 0.1145, 0.1073, 0.1073, 0.1286, 0.1571, 0.1629, 0.1454, 0.1924, 0.2227, 0.1953, 0.2179, 0.1364, 0.1683, 0.1713, 0.1188, 0.1553, 0.1631, 0.2111, 0.1683, 0.1857, 0.2679, 0.2679, 0.2831, 0.1973, 0.1973, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2016369798171808249", "ticker_idx": 0, "ts": "2026-01-28T04:36:36+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$1 Trillion Market Cap Is Inevitable", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish MU to $1T market cap on China H200 import approval driving HBM3E demand for Micron.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "🔥 $MU \"China gives green light to importing first batch of Nvidia's H200 AI chips, sources say\"\n\nH200 GPU uses HBM3E memory from SK Hynix and Micron Technology.\n\n$1 Trillion Market Cap Is Inevitable https://t.co/qJcKfkp1zV", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": -0.05752624661698813, "ret_signed_m1d": -0.05752624661698813, "alpha_spy_m1d": -0.057626921331690895, "alpha_c_m1d": -0.03501225393071761, "bench_spy_m1d": 0.00010067471470276423, "bench_c_m1d": -0.022513992686270523, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0011716832666235355, "ret_signed_p1d": 0.0011716832666235355, "alpha_spy_p1d": 0.0031560604214573296, "alpha_c_p1d": -0.0009644666035946159, "bench_spy_p1d": -0.001984377154833794, "bench_c_p1d": 0.0021361498702181514, "ret_p1w": -0.12837713766440217, "ret_signed_p1w": -0.12837713766440217, "alpha_spy_p1w": -0.11510466326961732, "alpha_c_p1w": -0.04530579027338666, "bench_spy_p1w": -0.01327247439478485, "bench_c_p1w": -0.08307134739101552, "ret_p1m": -0.045304197873561436, "ret_signed_p1m": -0.045304197873561436, "alpha_spy_p1m": -0.03650376312820269, "alpha_c_p1m": -0.03421523389342995, "bench_spy_p1m": -0.008800434745358743, "bench_c_p1m": -0.011088963980131483, "ret_p3m": 0.2056155787512135, "ret_signed_p3m": 0.2056155787512135, "alpha_spy_p3m": 0.17440685836213077, "alpha_c_p3m": -0.009515361969254288, "bench_spy_p3m": 0.031208720389082734, "bench_c_p3m": 0.2151309407204678, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.045304197873561436, "alpha_spy_stated": -0.03650376312820269, "alpha_c_stated": -0.03421523389342995, "price_path": [-0.4861, -0.461, -0.4993, -0.4546, -0.4527, -0.4536, -0.4183, -0.4463, -0.4376, -0.4559, -0.4332, -0.4444, -0.4753, -0.4812, -0.5376, -0.5238, -0.4858, -0.4844, -0.4712, -0.4712, -0.4569, -0.4478, -0.45, -0.4623, -0.4795, -0.4552, -0.433, -0.4203, -0.3944, -0.4065, -0.4462, -0.4546, -0.4661, -0.4821, -0.4292, -0.3893, -0.3648, -0.3656, -0.3417, -0.3417, -0.346, -0.3237, -0.3277, -0.3443, -0.3443, -0.2754, -0.2829, -0.211, -0.2199, -0.2487, -0.2072, -0.2054, -0.2232, -0.2342, -0.2266, -0.1666, -0.1666, -0.1615, -0.1061, -0.0866, -0.0819, -0.1061, -0.0575, 0.0, 0.0012, -0.0469, 0.0058, -0.0364, -0.1284, -0.1204, -0.0933, -0.119, -0.1425, -0.0573, -0.049, -0.0543, -0.0543, -0.0816, -0.0329, -0.0412, -0.0163, -0.0329, -0.0397, -0.0144, -0.0453, -0.0526, -0.0519, -0.1277, -0.0793, -0.0878, -0.1493, -0.1056, -0.0739, -0.0381, -0.0688, -0.021, 0.015, 0.0607, 0.0608, 0.0207, -0.0284, -0.0711, -0.0913, -0.1222, -0.1834, -0.1793, -0.2604, -0.2235, -0.1546, -0.1583, -0.1583, -0.1318, -0.1322, -0.0652, -0.0312, -0.0333, -0.0196, 0.0702, 0.0486, 0.0509, 0.0459, 0.0306, 0.0328, 0.1204, 0.1072, 0.1416, 0.2056, 0.159, 0.1916, 0.1886, 0.2462, 0.3249, 0.4714, 0.532, 0.4862, 0.7164, 0.8279, 0.7619, 0.847, 0.7835, 0.6655, 0.5664, 0.6059, 0.6824, 0.7516, 0.7261, 0.7261, 1.059, 1.1338, 1.1226, 1.2317, 1.3799, 1.4457, 1.4812, 1.2891, 0.9858, 1.1818, 1.151, 1.0498, 1.2888, 1.2561, 1.5006, 1.3461, 1.3976, 1.6063, 1.6063, 1.7842, 1.4173, 1.4173, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2016005351737594306", "ticker_idx": 0, "ts": "2026-01-27T04:28:26+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Micron is safe", "tweet_type": "prediction", "timeline": "years", "summary": "Long MU: Trump's remaining term + 3 US fab commitments make Micron a safe American-made play amid global tensions.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@TechEquityEng Yes Trump's got 3 more years and Micron agreed to 2 fabs in Idaho and 1 in NY. Micron is safe.", "reply_text": null, "parent_text": "@TradexWhisperer Agreed. I’ve been bullish on $MU as a strong USA play as well since we are going to have global tensions like this. There’s been a focus to be and use “American made” products, so Micron will benefit from this.", "quoted_text": null, "parent_author": "TechEquityEng", "ret_m1d": -0.05155517571166213, "ret_signed_m1d": -0.05155517571166213, "alpha_spy_m1d": -0.047586820914981676, "alpha_c_m1d": -0.03085537785830117, "bench_spy_m1d": -0.003968354796680451, "bench_c_m1d": -0.020699797853360957, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.06103750519364337, "ret_signed_p1d": 0.06103750519364337, "alpha_spy_p1d": 0.06113816977396824, "alpha_c_p1d": 0.03800495790619718, "bench_spy_p1d": -0.0001006645803248718, "bench_c_p1d": 0.023032547287446192, "ret_p1w": 0.02242597155829551, "ret_signed_p1w": 0.02242597155829551, "alpha_spy_p1w": 0.030995429942269892, "alpha_c_p1w": 0.04592506873255886, "bench_spy_p1w": -0.008569458383974382, "bench_c_p1w": -0.02349909717426335, "ret_p1m": 0.04572936464931909, "ret_signed_p1m": 0.04572936464931909, "alpha_spy_p1m": 0.04909382018892361, "alpha_c_p1m": -0.0007040390636565697, "bench_spy_p1m": -0.003364455539604516, "bench_c_p1m": 0.04643340371297566, "ret_p3m": 0.2113121292028881, "ret_signed_p3m": 0.2113121292028881, "alpha_spy_p3m": 0.18198053495825528, "alpha_c_p3m": -0.032248343335862684, "bench_spy_p3m": 0.02933159424463283, "bench_c_p3m": 0.2435604725387508, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.4542, -0.4548, -0.4281, -0.4687, -0.4213, -0.4193, -0.4203, -0.3828, -0.4125, -0.4033, -0.4226, -0.3986, -0.4105, -0.4432, -0.4495, -0.5093, -0.4947, -0.4544, -0.4529, -0.4389, -0.4389, -0.4238, -0.4141, -0.4165, -0.4294, -0.4477, -0.422, -0.3984, -0.385, -0.3574, -0.3702, -0.4124, -0.4213, -0.4335, -0.4505, -0.3944, -0.3521, -0.3261, -0.3268, -0.3015, -0.3015, -0.3061, -0.2824, -0.2867, -0.3043, -0.3043, -0.2311, -0.2391, -0.1629, -0.1723, -0.2029, -0.1588, -0.1569, -0.1758, -0.1874, -0.1794, -0.1158, -0.1158, -0.1103, -0.0515, -0.0309, -0.0258, -0.0516, 0.0, 0.061, 0.0623, 0.0113, 0.0672, 0.0224, -0.0752, -0.0667, -0.0379, -0.0652, -0.0902, 0.0002, 0.0091, 0.0035, 0.0035, -0.0255, 0.0261, 0.0173, 0.0437, 0.0262, 0.0189, 0.0457, 0.013, 0.0052, 0.0059, -0.0745, -0.0231, -0.0322, -0.0974, -0.051, -0.0174, 0.0206, -0.0119, 0.0387, 0.0769, 0.1254, 0.1255, 0.083, 0.0309, -0.0144, -0.0359, -0.0686, -0.1335, -0.1292, -0.2153, -0.1761, -0.103, -0.1069, -0.1069, -0.0788, -0.0792, -0.0081, 0.0279, 0.0257, 0.0402, 0.1356, 0.1126, 0.115, 0.1097, 0.0935, 0.0959, 0.1888, 0.1747, 0.2113, 0.2792, 0.2298, 0.2643, 0.2612, 0.3222, 0.4057, 0.5612, 0.6256, 0.5769, 0.8212, 0.9395, 0.8694, 0.9597, 0.8924, 0.7672, 0.662, 0.704, 0.785, 0.8585, 0.8314, 0.8314, 1.1847, 1.264, 1.2521, 1.3679, 1.5252, 1.5949, 1.6327, 1.4289, 1.107, 1.3149, 1.2823, 1.175, 1.4286, 1.3938, 1.6532, 1.4892, 1.5439, 1.7654, 1.7654, 1.9541, 1.5649, 1.5649, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2013453785490928039", "ticker_idx": 0, "ts": "2026-01-20T03:29:25+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU Micron now holds major HBM contracts with a broader customer base than 2025: NVIDIA, AMD, Intel, Google, Amazon, Meta and Microsoft. Micron's pivotal 'NVIDIA moment' has arrived with a massive pricing leverage.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish MU: broad HBM customer base across hyperscalers and chip giants signals a pricing-power inflection akin to NVIDIA's breakout moment.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU Micron now holds major HBM contracts with a broader customer base than 2025: NVIDIA, AMD, Intel, Google, Amazon, Meta and Microsoft.\n\nMicron's pivotal 'NVIDIA moment' has arrived with a massive pricing leverage. https://t.co/axSj329SBI", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": -0.006164380009599069, "ret_signed_m1d": -0.006164380009599069, "alpha_spy_m1d": -0.02694419046685137, "alpha_c_m1d": -0.03177978927923786, "bench_spy_m1d": 0.0207798104572523, "bench_c_m1d": 0.02561540926963879, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.06605473155081532, "ret_signed_p1d": 0.06605473155081532, "alpha_spy_p1d": 0.054513622269154016, "alpha_c_p1d": 0.03649460553751038, "bench_spy_p1d": 0.0115411092816613, "bench_c_p1d": 0.029560126013304933, "ret_p1w": 0.12394513294440679, "ret_signed_p1w": 0.12394513294440679, "alpha_spy_p1w": 0.09751285398871579, "alpha_c_p1w": 0.08075759043836794, "bench_spy_p1w": 0.026432278955691002, "bench_c_p1w": 0.043187542506038845, "ret_p1m": 0.15328768885560184, "ret_signed_p1m": 0.15328768885560184, "alpha_spy_p1m": 0.14043314291040288, "alpha_c_p1m": 0.09652401070546457, "bench_spy_p1m": 0.01285454594519897, "bench_c_p1m": 0.056763678150137276, "ret_p3m": 0.24729086635899833, "ret_signed_p3m": 0.24729086635899833, "alpha_spy_p3m": 0.196375182581372, "alpha_c_p3m": 0.058326020318802296, "bench_spy_p3m": 0.05091568377762634, "bench_c_p3m": 0.18896484604019603, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.15328768885560184, "alpha_spy_stated": 0.14043314291040288, "alpha_c_stated": 0.09652401070546457, "price_path": [-0.4339, -0.4002, -0.3972, -0.3923, -0.3793, -0.3865, -0.3872, -0.3572, -0.4029, -0.3496, -0.3473, -0.3484, -0.3063, -0.3397, -0.3293, -0.3511, -0.324, -0.3374, -0.3742, -0.3813, -0.4485, -0.4321, -0.3867, -0.3851, -0.3694, -0.3694, -0.3524, -0.3415, -0.3441, -0.3587, -0.3793, -0.3503, -0.3238, -0.3087, -0.2778, -0.2922, -0.3396, -0.3496, -0.3632, -0.3824, -0.3193, -0.2717, -0.2425, -0.2434, -0.2149, -0.2149, -0.2201, -0.1935, -0.1983, -0.2181, -0.2181, -0.1358, -0.1448, -0.0591, -0.0697, -0.1041, -0.0545, -0.0524, -0.0736, -0.0867, -0.0777, -0.0062, -0.0062, 0.0, 0.0661, 0.0893, 0.0949, 0.066, 0.1239, 0.1925, 0.1939, 0.1367, 0.1995, 0.1492, 0.0395, 0.049, 0.0813, 0.0507, 0.0226, 0.1242, 0.1342, 0.1278, 0.1278, 0.0953, 0.1533, 0.1434, 0.1731, 0.1533, 0.1452, 0.1753, 0.1385, 0.1298, 0.1306, 0.0402, 0.098, 0.0878, 0.0145, 0.0666, 0.1044, 0.1471, 0.1105, 0.1675, 0.2104, 0.2649, 0.265, 0.2172, 0.1586, 0.1078, 0.0836, 0.0468, -0.0261, -0.0213, -0.118, -0.074, 0.0082, 0.0038, 0.0038, 0.0354, 0.0349, 0.1148, 0.1553, 0.1528, 0.1691, 0.2763, 0.2505, 0.2532, 0.2473, 0.2291, 0.2317, 0.3361, 0.3203, 0.3614, 0.4378, 0.3822, 0.421, 0.4175, 0.4861, 0.58, 0.7547, 0.827, 0.7723, 1.0469, 1.1799, 1.1011, 1.2027, 1.1269, 0.9862, 0.868, 0.9152, 1.0063, 1.0888, 1.0584, 1.0584, 1.4555, 1.5447, 1.5313, 1.6614, 1.8382, 1.9166, 1.959, 1.7299, 1.3681, 1.6019, 1.5652, 1.4445, 1.7296, 1.6905, 1.982, 1.7978, 1.8593, 2.1081, 2.1081, 2.3202, 1.8828, 1.8828, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:1967458188179177559", "ticker_idx": 0, "ts": "2025-09-15T05:19:20+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Palantir will take the WHOLE market. Everything else is just a distraction.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Decisively bullish PLTR; claims it will dominate the entire market and all else is a distraction.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "$PLTR Good Morning, Afternoon and Evening!\n\nPalantir will take the WHOLE market. Everything else is just a distraction. https://t.co/Gnq85JWotN", "reply_text": null, "parent_text": null, "quoted_text": "$PLTR valuation makes ZERO sense \n\nBut then why do institutions keep buying it?\nWhat do they know that you don't?\n\nI work in BIG DATA analytics and let me share the secrets of Palantir in the most basic way\n\nPalantir has monopoly on Automated Governance, serving as the ultimate https://t.co/XGLRmO7rq8", "parent_author": null, "ret_m1d": 0.0012848896284531897, "ret_signed_m1d": 0.0012848896284531897, "alpha_spy_m1d": 0.006580471700824764, "alpha_c_m1d": 0.006580471700824764, "bench_spy_m1d": -0.005295582072371574, "bench_c_m1d": -0.005295582072371574, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.00554881239283489, "ret_signed_p1d": -0.00554881239283489, "alpha_spy_p1d": -0.004171927439574841, "alpha_c_p1d": -0.004171927439574841, "bench_spy_p1d": -0.0013768849532600491, "bench_c_p1d": -0.0013768849532600491, "ret_p1w": 0.04742710588615284, "ret_signed_p1w": 0.04742710588615284, "alpha_spy_p1w": 0.035657195257620566, "alpha_c_p1w": 0.035657195257620566, "bench_spy_p1w": 0.011769910628532276, "bench_c_p1w": 0.011769910628532276, "ret_p1m": 0.04982184711640447, "ret_signed_p1m": 0.04982184711640447, "alpha_spy_p1m": 0.04504654192993862, "alpha_c_p1m": 0.04504654192993862, "bench_spy_p1m": 0.00477530518646585, "bench_c_p1m": 0.00477530518646585, "ret_p3m": 0.09537986059165893, "ret_signed_p3m": 0.09537986059165893, "alpha_spy_p3m": 0.04972957891196006, "alpha_c_p3m": 0.04972957891196006, "bench_spy_p3m": 0.04565028167969887, "bench_c_p3m": 0.04565028167969887, "ret_p6m": -0.11722449937029977, "ret_signed_p6m": -0.11722449937029977, "alpha_spy_p6m": -0.14771886885764784, "alpha_c_p6m": -0.14771886885764784, "bench_spy_p6m": 0.030494369487348072, "bench_c_p6m": 0.030494369487348072, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.04982184711640447, "alpha_spy_stated": 0.04504654192993862, "alpha_c_stated": 0.04504654192993862, "price_path": [-0.1825, -0.1825, -0.1981, -0.1828, -0.1634, -0.1654, -0.1575, -0.2364, -0.2038, -0.2367, -0.2283, -0.2152, -0.2152, -0.1874, -0.184, -0.164, -0.1677, -0.17, -0.1288, -0.1322, -0.1186, -0.1006, -0.1033, -0.1134, -0.1293, -0.0968, -0.0955, -0.0725, -0.0779, -0.0874, -0.0736, -0.0751, -0.0989, -0.0616, 0.012, 0.0487, 0.0642, 0.092, 0.067, 0.0921, 0.0769, 0.0573, 0.0348, 0.0165, -0.0786, -0.0888, -0.0878, -0.0728, -0.082, -0.0604, -0.0846, -0.0765, -0.0847, -0.0847, -0.0825, -0.0953, -0.088, -0.1057, -0.0883, -0.0517, -0.0261, -0.04, 0.0013, 0.0, -0.0055, -0.0168, 0.0336, 0.0653, 0.0474, 0.0662, 0.0488, 0.0462, 0.0371, 0.0447, 0.0655, 0.0803, 0.0925, 0.0109, 0.0486, 0.064, 0.0721, 0.0833, 0.0247, 0.035, 0.0498, 0.0491, 0.0404, 0.0405, 0.0606, 0.0602, 0.025, 0.0541, 0.0784, 0.105, 0.1074, 0.1612, 0.1363, 0.1709, 0.2101, 0.1141, 0.0975, 0.0224, 0.0392, 0.1308, 0.1154, 0.0757, 0.0054, 0.0164, 0.0002, -0.0227, -0.0338, -0.0903, -0.0956, -0.0523, -0.0447, -0.0318, -0.0318, -0.0161, -0.0217, -0.003, 0.0284, 0.0392, 0.0616, 0.06, 0.0621, 0.0975, 0.0954, 0.0722, 0.0703, 0.0966, 0.0355, 0.0846, 0.1295, 0.133, 0.1339, 0.1341, 0.1341, 0.1022, 0.0758, 0.0562, 0.0382, 0.0382, -0.0196, 0.0165, 0.0496, 0.0612, 0.033, 0.0367, 0.0479, 0.0453, 0.042, 0.0342, -0.0015, -0.0015, -0.0157, -0.0343, -0.031, -0.0094, -0.0218, -0.0322, -0.081, -0.113, -0.1438, -0.137, -0.0779, -0.185, -0.2406, -0.2062, -0.1653, -0.1852, -0.2075, -0.2458, -0.2325, -0.2325, -0.2231, -0.2093, -0.2121, -0.2101, -0.2372, -0.2475, -0.2162, -0.206, -0.1987, -0.1521, -0.1401, -0.1053, -0.1083, -0.0821, -0.0863, -0.1172]}
{"unit_id": "quote:2002605807540842917", "ticker_idx": 0, "ts": "2025-12-21T05:03:25+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Micron sees record earnings, accelerates Boise construction: \"We are more than sold out\" \"AI-driven demand is here, and it is accelerating\"", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Shares bullish Micron news of record earnings, sold-out capacity, and accelerating AI demand as an endorsement of the bull case.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "🔥 $MI Micron sees record earnings, accelerates Boise construction: \"We are more than sold out\"\n\n“AI-driven demand is here, and it is accelerating,”\n-Micron CEO Sanjay Mehrotra https://t.co/ctcqTAJ7PH", "reply_text": null, "parent_text": null, "quoted_text": "So what's up with Micron Technology $MU? Why did so many analysts lower the price targets but still rated it as Bullish? A bit contradicting isn't it? Well, here's the answer.\n\nThe DRAM spot prices have been mostly flat. The 'recovery' didn't come as soon as they initially https://t.co/GgCJ7xL1t0", "parent_author": null, "ret_m1d": -0.03857688692939154, "ret_signed_m1d": -0.03857688692939154, "alpha_spy_m1d": -0.03238565325037057, "alpha_c_m1d": -0.025857920980627447, "bench_spy_m1d": -0.006191233679020969, "bench_c_m1d": -0.012718965948764094, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0011569333679481986, "ret_signed_p1d": -0.0011569333679481986, "alpha_spy_p1d": -0.005727425715278844, "alpha_c_p1d": -0.010776036336136885, "bench_spy_p1d": 0.004570492347330646, "bench_c_p1d": 0.009619102968188686, "ret_p1w": 0.06471284763628149, "ret_signed_p1w": 0.06471284763628149, "alpha_spy_p1w": 0.060303004811186556, "alpha_c_p1w": 0.05217467945448262, "bench_spy_p1w": 0.004409842825094934, "bench_c_p1w": 0.01253816818179887, "ret_p1m": 0.3201759263113946, "ret_signed_p1m": 0.3201759263113946, "alpha_spy_p1m": 0.33076248791166096, "alpha_c_p1m": 0.23485482150214, "bench_spy_p1m": -0.010586561600266386, "bench_c_p1m": 0.08532110480925459, "ret_p3m": 0.6068891257649625, "ret_signed_p3m": 0.6068891257649625, "alpha_spy_p3m": 0.6434383704434135, "alpha_c_p3m": 0.5089741965866124, "bench_spy_p3m": -0.036549244678451, "bench_c_p3m": 0.0979149291783501, "ret_p6m": 2.6935585302606486, "ret_signed_p6m": 2.6935585302606486, "alpha_spy_p6m": 2.5949220531604182, "alpha_c_p6m": 1.9810203620788498, "bench_spy_p6m": 0.09863647710023038, "bench_c_p6m": 0.7125381681817988, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.3201759263113946, "alpha_spy_stated": 0.33076248791166096, "alpha_c_stated": 0.23485482150214, "price_path": [-0.4157, -0.4333, -0.4318, -0.4078, -0.3954, -0.3419, -0.3361, -0.3209, -0.3096, -0.3286, -0.2894, -0.3046, -0.3434, -0.303, -0.3237, -0.306, -0.2678, -0.2683, -0.2524, -0.2686, -0.2824, -0.2526, -0.2081, -0.2042, -0.1977, -0.1806, -0.1901, -0.191, -0.1515, -0.2117, -0.1413, -0.1383, -0.1398, -0.0842, -0.1283, -0.1146, -0.1433, -0.1076, -0.1252, -0.1739, -0.1832, -0.272, -0.2503, -0.1904, -0.1882, -0.1675, -0.1675, -0.145, -0.1306, -0.1341, -0.1534, -0.1806, -0.1423, -0.1073, -0.0874, -0.0466, -0.0655, -0.1282, -0.1413, -0.1594, -0.1846, -0.1014, -0.0386, 0.0, -0.0012, 0.0365, 0.0365, 0.0296, 0.0647, 0.0584, 0.0323, 0.0323, 0.1408, 0.129, 0.2422, 0.2281, 0.1828, 0.2482, 0.251, 0.223, 0.2057, 0.2176, 0.312, 0.312, 0.3202, 0.4074, 0.438, 0.4455, 0.4073, 0.4838, 0.5744, 0.5762, 0.5006, 0.5835, 0.5171, 0.3723, 0.3849, 0.4276, 0.3871, 0.35, 0.4842, 0.4973, 0.4889, 0.4889, 0.446, 0.5225, 0.5095, 0.5487, 0.5226, 0.5119, 0.5517, 0.503, 0.4915, 0.4926, 0.3733, 0.4496, 0.4361, 0.3393, 0.4081, 0.458, 0.5144, 0.4661, 0.5413, 0.598, 0.6699, 0.67, 0.6069, 0.5296, 0.4625, 0.4306, 0.382, 0.2857, 0.292, 0.1644, 0.2225, 0.331, 0.3252, 0.3252, 0.3669, 0.3663, 0.4717, 0.5252, 0.5219, 0.5435, 0.685, 0.6508, 0.6545, 0.6466, 0.6226, 0.6261, 0.7639, 0.7431, 0.7974, 0.8981, 0.8247, 0.876, 0.8713, 0.962, 1.0858, 1.3165, 1.412, 1.3398, 1.7023, 1.8779, 1.7738, 1.9079, 1.8079, 1.6221, 1.4661, 1.5283, 1.6487, 1.7576, 1.7174, 1.7174, 2.2417, 2.3594, 2.3417, 2.5135, 2.7469, 2.8504, 2.9064, 2.604, 2.1264, 2.4349, 2.3865, 2.2272, 2.6035, 2.5519, 2.9368, 2.6936]}
{"unit_id": "orig:1994277636873261201", "ticker_idx": 0, "ts": "2025-11-28T05:30:15+00:00", "symbol": "RDDT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$RDDT's chaotic, niche and gloriously human content will quietly become the most valuable data", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish RDDT: authentic human content becomes most valuable data in an AI-flooded content landscape.", "resolved_tickers": ["RDDT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "original", "lang": "en", "tweet_text": "In a future flooded with indistinguishable AI-generated content, authenticity will become the rarest currency\n\nConviction and lived experiences will reign supreme\n\n$RDDT's chaotic, niche and gloriously human content will quietly become the most valuable data\n\nI've spoken", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.04116045462126239, "ret_signed_m1d": -0.04116045462126239, "alpha_spy_m1d": -0.03573165314771898, "alpha_c_m1d": -0.03310088632409025, "bench_spy_m1d": -0.00542880147354341, "bench_c_m1d": -0.008059568297172137, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.032013639934873606, "ret_signed_p1d": 0.032013639934873606, "alpha_spy_p1d": 0.036579110236038104, "alpha_c_p1d": 0.036693449529390576, "bench_spy_p1d": -0.004565470301164498, "bench_c_p1d": -0.00467980959451697, "ret_p1w": 0.08148934859414303, "ret_signed_p1w": 0.08148934859414303, "alpha_spy_p1w": 0.07812382487396818, "alpha_c_p1w": 0.06641006590519538, "bench_spy_p1w": 0.0033655237201748456, "bench_c_p1w": 0.015079282688947648, "ret_p1m": 0.08398388956096392, "ret_signed_p1m": 0.08398388956096392, "alpha_spy_p1m": 0.07448346446919385, "alpha_c_p1m": 0.05901071653744028, "bench_spy_p1m": 0.00950042509177007, "bench_c_p1m": 0.024973173023523643, "ret_p3m": -0.3085878074331949, "ret_signed_p3m": -0.3085878074331949, "alpha_spy_p3m": -0.3258666779903421, "alpha_c_p3m": -0.32147589791022546, "bench_spy_p3m": 0.017278870557147163, "bench_c_p3m": 0.012888090477030545, "ret_p6m": -0.3455444293895258, "ret_signed_p6m": -0.3455444293895258, "alpha_spy_p6m": -0.4428470845538752, "alpha_c_p6m": -0.35259383292462876, "bench_spy_p6m": 0.09730265516434944, "bench_c_p6m": 0.007049403535102972, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.08398388956096392, "alpha_spy_stated": 0.07448346446919385, "alpha_c_stated": 0.05901071653744028, "price_path": [0.0166, 0.0308, 0.0723, 0.1087, 0.0624, 0.1096, 0.1966, 0.2036, 0.1747, 0.2179, 0.2319, 0.231, 0.2506, 0.2218, 0.1898, 0.0969, 0.0888, 0.0752, 0.1092, 0.1178, 0.0625, -0.0641, -0.0718, -0.0428, -0.0593, -0.0487, -0.0655, -0.022, -0.0828, -0.0591, -0.0929, -0.0726, -0.0808, -0.0994, -0.0646, -0.0497, -0.0897, -0.0723, -0.0105, 0.0128, -0.0162, -0.0263, -0.1019, -0.0347, -0.0531, -0.1326, -0.0933, -0.1517, -0.1011, -0.0567, -0.0382, -0.0631, -0.125, -0.107, -0.1336, -0.1422, -0.1325, -0.1598, -0.1524, -0.0992, 0.0093, -0.0412, -0.0412, 0.0, 0.032, 0.0291, 0.0202, 0.029, 0.0815, 0.0946, 0.0907, 0.1, 0.0789, 0.0384, 0.0094, 0.0348, 0.0502, 0.0687, 0.0772, 0.0771, 0.0432, 0.0433, 0.0433, 0.043, 0.084, 0.078, 0.0619, 0.0619, 0.1174, 0.1274, 0.1725, 0.1803, 0.1731, 0.1298, 0.1273, 0.1961, 0.1659, 0.0567, 0.0672, 0.0672, 0.0411, -0.0293, -0.0089, 0.0111, -0.0131, -0.0932, -0.1078, -0.122, -0.1672, -0.1816, -0.2359, -0.2946, -0.3022, -0.354, -0.3452, -0.3072, -0.3565, -0.3945, -0.3549, -0.3549, -0.3568, -0.3188, -0.3249, -0.3063, -0.3419, -0.3437, -0.3086, -0.3013, -0.3264, -0.3204, -0.327, -0.3196, -0.3332, -0.3561, -0.3585, -0.3804, -0.3666, -0.3891, -0.3886, -0.3533, -0.3333, -0.3404, -0.3619, -0.354, -0.3488, -0.3712, -0.355, -0.4121, -0.4372, -0.4266, -0.378, -0.3709, -0.3717, -0.3717, -0.3609, -0.348, -0.3302, -0.3607, -0.3545, -0.3101, -0.2861, -0.2679, -0.2495, -0.2433, -0.2319, -0.2756, -0.241, -0.2934, -0.2845, -0.2599, -0.3166, -0.3175, -0.3199, -0.2309, -0.219, -0.2071, -0.2306, -0.2426, -0.2803, -0.2631, -0.2962, -0.288, -0.2779, -0.2693, -0.265, -0.2845, -0.3222, -0.3069, -0.3455, -0.3455]}
{"unit_id": "reply:2025108423894082015", "ticker_idx": 0, "ts": "2026-02-21T07:20:47+00:00", "symbol": "TSM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$TSM is enabling CoPackagedOptics CPO with their COUPE platform. I like it. too.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish TSM as an enabler of Co-Packaged Optics via COUPE platform within AI infrastructure build-out.", "resolved_tickers": ["TSM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "I like Optics and Si Photonics. It won't be as massive as memory or in close proximity to the GPU itself but it has a place in the AI build-out, between servers. It's not a brand new product per se like HBM but AI infra needs them more. $TSM is enabling CoPackagedOptics CPO with their COUPE platform. I like it. too.", "reply_text": null, "parent_text": "@TradexWhisperer Amazing call on $MU from you. This is literally how I feel about the photonic stocks right now", "quoted_text": null, "parent_author": "SVBriskmanager", "ret_m1d": 0.0013513055339033908, "ret_signed_m1d": 0.0013513055339033908, "alpha_spy_m1d": -0.00896540824558234, "alpha_c_m1d": -0.0038560037837145344, "bench_spy_m1d": 0.010316713779485731, "bench_c_m1d": 0.005207309317617925, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.04245491786597344, "ret_signed_p1d": 0.04245491786597344, "alpha_spy_p1d": 0.03518644259577508, "alpha_c_p1d": 0.027244690426939888, "bench_spy_p1d": 0.00726847527019836, "bench_c_p1d": 0.015210227439033552, "ret_p1w": -0.00251327410446478, "ret_signed_p1w": -0.00251327410446478, "alpha_spy_p1w": -0.008360317092810265, "alpha_c_p1w": 0.013205554992664958, "bench_spy_p1w": 0.0058470429883454855, "bench_c_p1w": -0.01571882909712974, "ret_p1m": -0.06978376873236003, "ret_signed_p1m": -0.06978376873236003, "alpha_spy_p1m": -0.02959242927251693, "alpha_c_p1m": -0.02548516301491166, "bench_spy_p1m": -0.0401913394598431, "bench_c_p1m": -0.04429860571744837, "ret_p3m": 0.10338685197372599, "ret_signed_p3m": 0.10338685197372599, "alpha_spy_p3m": 0.012004617881057555, "alpha_c_p3m": -0.27202488549705217, "bench_spy_p3m": 0.09138223409266844, "bench_c_p3m": 0.37541173747077816, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.06978376873236003, "alpha_spy_stated": -0.02959242927251693, "alpha_c_stated": -0.02548516301491166, "price_path": [-0.2185, -0.2185, -0.2143, -0.2247, -0.2128, -0.2037, -0.2105, -0.2057, -0.1864, -0.1823, -0.1641, -0.1762, -0.2108, -0.2224, -0.2248, -0.2515, -0.2307, -0.2191, -0.2074, -0.1975, -0.1925, -0.1925, -0.1816, -0.1868, -0.1904, -0.1788, -0.1788, -0.1363, -0.1291, -0.1151, -0.1388, -0.1406, -0.1254, -0.1034, -0.1049, -0.116, -0.0767, -0.0747, -0.0747, -0.1159, -0.1187, -0.1153, -0.095, -0.1009, -0.0857, -0.075, -0.0824, -0.1067, -0.0775, -0.0927, -0.1197, -0.1062, -0.0573, -0.0395, -0.022, 0.0109, -0.0052, -0.0099, -0.0099, -0.0158, -0.021, -0.0261, 0.0014, 0.0, 0.0425, 0.0478, 0.0183, 0.0123, -0.0025, -0.0457, -0.0341, -0.0437, -0.0842, -0.0577, -0.062, -0.0418, -0.0901, -0.0857, -0.0806, -0.0624, -0.0798, -0.0819, -0.1078, -0.0828, -0.0698, -0.0576, -0.1162, -0.1145, -0.1423, -0.0841, -0.0746, -0.0812, -0.0812, -0.0738, -0.0642, -0.0084, -0.0095, 0.0043, 0.0015, 0.0295, 0.0165, -0.0153, 0.0041, -0.0075, -0.0025, 0.05, 0.037, 0.0907, 0.0975, 0.0633, 0.0673, 0.0733, 0.0777, 0.0884, 0.0689, 0.1369, 0.1224, 0.1157, 0.0963, 0.0766, 0.0835, 0.132, 0.0958, 0.073, 0.064, 0.0884, 0.1034, 0.0963, 0.0963, 0.1174, 0.1456, 0.1514, 0.134, 0.1806, 0.2105, 0.1834, 0.2057, 0.1251, 0.1566, 0.1597, 0.1077, 0.1438, 0.1516, 0.199, 0.1567, 0.1739, 0.2553, 0.2553, 0.2704, 0.1854, 0.1854, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:1997198206678204883", "ticker_idx": 0, "ts": "2025-12-06T06:55:33+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The other makes the HBM that powers every AI model on Earth and it's sold out for 2026", "tweet_type": "analysis", "timeline": "unspecified", "summary": "MU at 14x forward PE is undervalued vs COST at 44x; HBM sold out through 2026 makes MU the obvious buy.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "$COST Forward PE is 44\n$MU Forward PE is 14\n\nOne sells rotisserie chickens and hotdogs.\nThe other makes the HBM that powers every AI model on Earth and it's sold out for 2026.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.0392839379393255, "ret_signed_m1d": -0.0392839379393255, "alpha_spy_m1d": -0.04229719951298927, "alpha_c_m1d": -0.028077946836107093, "bench_spy_m1d": 0.0030132615736637725, "bench_c_m1d": -0.011205991103218405, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.02227447367532398, "ret_signed_p1d": 0.02227447367532398, "alpha_spy_p1d": 0.02313750174889717, "alpha_c_p1d": 0.021053460791146117, "bench_spy_p1d": -0.000863028073573191, "bench_c_p1d": 0.0012210128841778634, "ret_p1w": -0.03815002725616001, "ret_signed_p1w": -0.03815002725616001, "alpha_spy_p1w": -0.03390798366473535, "alpha_c_p1w": 0.004313644495706925, "bench_spy_p1w": -0.00424204359142466, "bench_c_p1w": -0.04246367175186694, "ret_p1m": 0.3914171360164642, "ret_signed_p1m": 0.3914171360164642, "alpha_spy_p1m": 0.37646137351941356, "alpha_c_p1m": 0.3364012026289467, "bench_spy_p1m": 0.014955762497050662, "bench_c_p1m": 0.055015933387517535, "ret_p3m": 0.6086602969591723, "ret_signed_p3m": 0.6086602969591723, "alpha_spy_p3m": 0.6091091399731324, "alpha_c_p3m": 0.5326049825836561, "bench_spy_p3m": -0.0004488430139600874, "bench_c_p3m": 0.07605531437551627, "ret_p6m": 3.3130449453893425, "ret_signed_p6m": 3.3130449453893425, "alpha_spy_p6m": 3.1956349586232795, "alpha_c_p6m": 2.5923090317872175, "bench_spy_p6m": 0.11740998676606273, "bench_c_p6m": 0.720735913602125, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.3914171360164642, "alpha_spy_stated": 0.37646137351941356, "alpha_c_stated": 0.3364012026289467, "price_path": [-0.4334, -0.3906, -0.3636, -0.3614, -0.3572, -0.3525, -0.3164, -0.3414, -0.3337, -0.3265, -0.3455, -0.3653, -0.3635, -0.3366, -0.3228, -0.2628, -0.2563, -0.2393, -0.2266, -0.248, -0.204, -0.2211, -0.2645, -0.2193, -0.2424, -0.2227, -0.1798, -0.1804, -0.1626, -0.1807, -0.1962, -0.1628, -0.113, -0.1086, -0.1013, -0.0822, -0.0928, -0.0938, -0.0495, -0.117, -0.0382, -0.0348, -0.0364, 0.0258, -0.0235, -0.0082, -0.0404, -0.0004, -0.0201, -0.0746, -0.085, -0.1845, -0.1602, -0.0931, -0.0907, -0.0675, -0.0675, -0.0423, -0.0262, -0.0301, -0.0517, -0.0821, -0.0393, 0.0, 0.0223, 0.068, 0.0467, -0.0234, -0.0382, -0.0584, -0.0867, 0.0066, 0.0769, 0.1202, 0.1189, 0.161, 0.161, 0.1534, 0.1926, 0.1856, 0.1563, 0.1563, 0.2779, 0.2647, 0.3914, 0.3757, 0.3249, 0.3981, 0.4013, 0.3699, 0.3506, 0.3639, 0.4697, 0.4697, 0.4788, 0.5765, 0.6108, 0.6192, 0.5764, 0.6621, 0.7636, 0.7656, 0.6809, 0.7738, 0.6994, 0.5372, 0.5513, 0.5991, 0.5538, 0.5122, 0.6625, 0.6772, 0.6679, 0.6679, 0.6197, 0.7055, 0.6909, 0.7347, 0.7056, 0.6936, 0.7381, 0.6837, 0.6707, 0.6719, 0.5383, 0.6237, 0.6087, 0.5003, 0.5773, 0.6332, 0.6963, 0.6423, 0.7265, 0.79, 0.8706, 0.8707, 0.8, 0.7134, 0.6382, 0.6025, 0.548, 0.4402, 0.4473, 0.3043, 0.3693, 0.491, 0.4845, 0.4845, 0.5311, 0.5304, 0.6486, 0.7085, 0.7047, 0.7289, 0.8874, 0.8492, 0.8533, 0.8445, 0.8176, 0.8214, 0.9759, 0.9525, 1.0133, 1.1262, 1.044, 1.1014, 1.0962, 1.1977, 1.3365, 1.5949, 1.7018, 1.6209, 2.027, 2.2237, 2.1071, 2.2573, 2.1453, 1.9372, 1.7624, 1.8322, 1.9669, 2.089, 2.044, 2.044, 2.6312, 2.7631, 2.7432, 2.9357, 3.1971, 3.313]}
{"unit_id": "quote:2009689929341907426", "ticker_idx": 0, "ts": "2026-01-09T18:13:12+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Even with significantly higher prices, the atmosphere is 'buy as much as possible before prices rise further.'", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish MU: industry source signals insatiable demand for HBM even at higher prices, implying pricing power and continued revenue growth.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU A source from the semiconductor industry stated:\n\n“Even with significantly higher prices, the atmosphere is ‘buy as much as possible before prices rise further.’”\n\nCrazy https://t.co/6qOJrTaCZY", "reply_text": null, "parent_text": null, "quoted_text": "🤯 Get ready to be MIND BLOWN\n\nForward P/S and PE ratios\n$MU: 2.2 and 11.7\n$AMD: 6.1 and 21.7\n$NVDA: 12.3 and 25.3\n$AVGO: 17.1 and 29.4\n$PLTR: 68.8 and 172.4\n\nMicron HBM revenue grew 52% sequentially. These chips directly enable Blackwell and Rubin GPUs, the center of AI https://t.co/C4BLuZfIzA", "parent_author": null, "ret_m1d": -0.05236322830401163, "ret_signed_m1d": -0.05236322830401163, "alpha_spy_m1d": -0.045793294793690764, "alpha_c_m1d": -0.026054225163732347, "bench_spy_m1d": -0.006569933510320869, "bench_c_m1d": -0.026309003140279286, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0022602526850674654, "ret_signed_p1d": 0.0022602526850674654, "alpha_spy_p1d": 0.0006898196844036253, "alpha_c_p1d": -0.0014394606824110756, "bench_spy_p1d": 0.00157043300066384, "bench_c_p1d": 0.003699713367478541, "ret_p1w": 0.051175065099046124, "ret_signed_p1w": 0.051175065099046124, "alpha_spy_p1w": 0.05464736283418892, "alpha_c_p1w": 0.022476608203968684, "bench_spy_p1w": -0.003472297735142793, "bench_c_p1w": 0.02869845689507744, "ret_p1m": 0.1113042625863685, "ret_signed_p1m": 0.1113042625863685, "alpha_spy_p1m": 0.11147718349096758, "alpha_c_p1m": 0.06652241010932225, "bench_spy_p1m": -0.00017292090459908316, "bench_c_p1m": 0.04478185247704625, "ret_p3m": 0.17911520502981415, "ret_signed_p3m": 0.17911520502981415, "alpha_spy_p3m": 0.2024756169281161, "alpha_c_p3m": 0.09253175068178843, "bench_spy_p3m": -0.023360411898301958, "bench_c_p3m": 0.08658345434802572, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.1113042625863685, "alpha_spy_stated": 0.11147718349096758, "alpha_c_stated": 0.06652241010932225, "price_path": [-0.4582, -0.444, -0.4133, -0.4138, -0.4011, -0.414, -0.4251, -0.4012, -0.3656, -0.3625, -0.3572, -0.3435, -0.3511, -0.3518, -0.3202, -0.3684, -0.3121, -0.3096, -0.3108, -0.2663, -0.3016, -0.2906, -0.3136, -0.285, -0.2992, -0.3381, -0.3456, -0.4167, -0.3993, -0.3514, -0.3496, -0.333, -0.333, -0.315, -0.3035, -0.3063, -0.3217, -0.3435, -0.3129, -0.2848, -0.2688, -0.2361, -0.2513, -0.3015, -0.3121, -0.3265, -0.3468, -0.28, -0.2297, -0.1988, -0.1997, -0.1696, -0.1696, -0.1751, -0.147, -0.152, -0.1729, -0.1729, -0.086, -0.0955, -0.0048, -0.0161, -0.0524, 0.0, 0.0023, -0.0202, -0.034, -0.0245, 0.0512, 0.0512, 0.0577, 0.1276, 0.1521, 0.1581, 0.1275, 0.1888, 0.2614, 0.2628, 0.2022, 0.2687, 0.2155, 0.0994, 0.1095, 0.1437, 0.1113, 0.0816, 0.1891, 0.1996, 0.1929, 0.1929, 0.1585, 0.2198, 0.2094, 0.2407, 0.2199, 0.2113, 0.2432, 0.2042, 0.195, 0.1958, 0.1002, 0.1613, 0.1506, 0.0731, 0.1282, 0.1681, 0.2133, 0.1746, 0.2348, 0.2802, 0.3379, 0.338, 0.2874, 0.2255, 0.1717, 0.1462, 0.1072, 0.0301, 0.0352, -0.0671, -0.0206, 0.0664, 0.0617, 0.0617, 0.0951, 0.0946, 0.1791, 0.222, 0.2193, 0.2366, 0.35, 0.3226, 0.3255, 0.3193, 0.3, 0.3028, 0.4132, 0.3965, 0.44, 0.5207, 0.4619, 0.503, 0.4993, 0.5719, 0.6711, 0.8559, 0.9325, 0.8746, 1.165, 1.3057, 1.2223, 1.3297, 1.2497, 1.1008, 0.9758, 1.0257, 1.122, 1.2093, 1.1772, 1.1772, 1.5972, 1.6915, 1.6773, 1.8149, 2.0019, 2.0848, 2.1297, 1.8874, 1.5048, 1.752, 1.7132, 1.5856, 1.887, 1.8457, 2.1541, 1.9592, 2.0242, 2.2875, 2.2875, 2.5118, 2.0491, 2.0491, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:1981437556324811139", "ticker_idx": 0, "ts": "2025-10-23T19:08:21+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "🟦 $MU BLUE Candle + Patience = Gains 💰💴", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish MU on blue candle signals and green weekly smart candles; implies patient holders will be rewarded.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "🟦 $MU BLUE Candle + Patience = Gains 💰💴\n\nWeekly smart candles are still GREEN.\n\n250+ Daily BLUE Candle Alerts. Free Trial:\nhttps://t.co/ZQDP5HCFyq https://t.co/qoHQmIKhub", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": -0.039862616071910106, "ret_signed_m1d": -0.039862616071910106, "alpha_spy_m1d": -0.033967518917641826, "alpha_c_m1d": -0.02188121283332023, "bench_spy_m1d": -0.005895097154268281, "bench_c_m1d": -0.017981403238589877, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05955204683287785, "ret_signed_p1d": 0.05955204683287785, "alpha_spy_p1d": 0.05137949213839743, "alpha_c_p1d": 0.04116445925798118, "bench_spy_p1d": 0.008172554694480416, "bench_c_p1d": 0.01838758757489667, "ret_p1w": 0.08369204900489735, "ret_signed_p1w": 0.08369204900489735, "alpha_spy_p1w": 0.07167878111991621, "alpha_c_p1w": 0.02879057600736612, "bench_spy_p1w": 0.012013267884981138, "bench_c_p1w": 0.05490147299753123, "ret_p1m": 0.0031927948054750743, "ret_signed_p1m": 0.0031927948054750743, "alpha_spy_p1m": 0.022143055444275306, "alpha_c_p1m": 0.057340052297667254, "bench_spy_p1m": -0.01895026063880023, "bench_c_p1m": -0.05414725749219218, "ret_p3m": 0.7664721453273138, "ret_signed_p3m": 0.7664721453273138, "alpha_spy_p3m": 0.754827887859548, "alpha_c_p3m": 0.6307274709366635, "bench_spy_p3m": 0.011644257467765762, "bench_c_p3m": 0.1357446743906503, "ret_p6m": 1.2033045725443436, "ret_signed_p6m": 1.2033045725443436, "alpha_spy_p6m": 1.1401517559678973, "alpha_c_p6m": 0.8529440806164916, "bench_spy_p6m": 0.06315281657644634, "bench_c_p6m": 0.350360491927852, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.0031927948054750743, "alpha_spy_stated": 0.022143055444275306, "alpha_c_stated": 0.057340052297667254, "price_path": [-0.4621, -0.4587, -0.4453, -0.4723, -0.4929, -0.479, -0.4727, -0.4741, -0.4591, -0.4252, -0.4019, -0.3824, -0.3992, -0.3943, -0.4156, -0.4027, -0.4099, -0.4333, -0.4402, -0.4311, -0.4371, -0.4368, -0.4307, -0.4102, -0.4246, -0.4246, -0.4272, -0.426, -0.3995, -0.3649, -0.3644, -0.3462, -0.3231, -0.272, -0.2398, -0.2372, -0.2322, -0.2265, -0.1835, -0.2133, -0.2041, -0.1955, -0.2182, -0.2418, -0.2397, -0.2076, -0.1911, -0.1194, -0.1116, -0.0913, -0.0762, -0.1017, -0.0492, -0.0696, -0.1215, -0.0674, -0.0951, -0.0715, -0.0202, -0.0209, 0.0003, -0.0214, -0.0399, 0.0, 0.0596, 0.0648, 0.0735, 0.0964, 0.0837, 0.0825, 0.1354, 0.0548, 0.149, 0.153, 0.151, 0.2254, 0.1664, 0.1848, 0.1463, 0.1941, 0.1705, 0.1054, 0.0929, -0.0258, 0.0032, 0.0833, 0.0862, 0.1139, 0.1139, 0.144, 0.1633, 0.1586, 0.1328, 0.0965, 0.1476, 0.1945, 0.2211, 0.2757, 0.2504, 0.1666, 0.149, 0.1248, 0.091, 0.2024, 0.2864, 0.3381, 0.3365, 0.3869, 0.3869, 0.3777, 0.4246, 0.4162, 0.3813, 0.3813, 0.5265, 0.5107, 0.6621, 0.6433, 0.5827, 0.6701, 0.6739, 0.6364, 0.6133, 0.6292, 0.7556, 0.7556, 0.7665, 0.8832, 0.9241, 0.9342, 0.8831, 0.9854, 1.1066, 1.1091, 1.0079, 1.1188, 1.0299, 0.8362, 0.8531, 0.9102, 0.856, 0.8064, 0.9859, 1.0035, 0.9923, 0.9923, 0.9348, 1.0373, 1.0198, 1.0722, 1.0373, 1.023, 1.0762, 1.0112, 0.9957, 0.9972, 0.8375, 0.9396, 0.9216, 0.7921, 0.8842, 0.9509, 1.0263, 0.9618, 1.0623, 1.1382, 1.2344, 1.2346, 1.1501, 1.0467, 0.9569, 0.9142, 0.8492, 0.7203, 0.7288, 0.5581, 0.6357, 0.781, 0.7732, 0.7732, 0.829, 0.8281, 0.9693, 1.0408, 1.0364, 1.0653, 1.2546, 1.2089, 1.2138, 1.2033]}
{"unit_id": "quote:1967808357164876054", "ticker_idx": 0, "ts": "2025-09-16T04:30:47+00:00", "symbol": "RDDT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "ATH Close at $263.64 and there is room for further Bollinger Band expansion.", "tweet_type": "prediction", "timeline": "weeks", "summary": "Bullish RDDT at ATH; expects further Bollinger Band expansion after Cup & Handle setup.", "resolved_tickers": ["RDDT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "quote", "lang": "en", "tweet_text": "🟦 $RDDT ATH Close at $263.64 and there is room for further Bollinger Band expansion.\n\n+24% gains so far since the (D) BLUE candle two weeks ago 💰💵\n\n240+ Daily BLUE Candle Alerts. Free Trial:\nhttps://t.co/ZQDP5HCFyq https://t.co/naddR6mhIc", "reply_text": null, "parent_text": null, "quoted_text": "🟦 $RDDT Cup & Handle. Rejected by the (W) upper Bollinger Bans but good chance that it will act as a magnet\n\n2025 (W) BLUE Candle = +144% Profit 💵\n2024 (W) BLUE Candle = 255% Gains 💰\n\n240+ Daily BLUE Candle Alerts. Free Trial:\nhttps://t.co/UOnxsgc8Ii https://t.co/6P1w3YIrbr", "parent_author": null, "ret_m1d": -0.0113252417767854, "ret_signed_m1d": -0.0113252417767854, "alpha_spy_m1d": -0.012704025156134224, "alpha_c_m1d": -0.01537524610485519, "bench_spy_m1d": 0.0013787833793488247, "bench_c_m1d": 0.0040500043280697895, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0007125269586623073, "ret_signed_p1d": -0.0007125269586623073, "alpha_spy_p1d": 0.0005297432148104742, "alpha_c_p1d": -0.003328141174337773, "bench_spy_p1d": -0.0012422701734727815, "bench_c_p1d": 0.002615614215675466, "ret_p1w": -0.10954026217924984, "ret_signed_p1w": -0.10954026217924984, "alpha_spy_p1w": -0.11718995732469062, "alpha_c_p1w": -0.11209649579907, "bench_spy_p1w": 0.0076496951454407824, "bench_c_p1w": 0.0025562336198201585, "ret_p1m": -0.24713120921867515, "ret_signed_p1m": -0.24713120921867515, "alpha_spy_p1m": -0.2577587622961316, "alpha_c_p1m": -0.2242022818603725, "bench_spy_p1m": 0.010627553077456442, "bench_c_p1m": -0.022928927358302653, "ret_p3m": -0.15705394250230176, "ret_signed_p3m": -0.15705394250230176, "alpha_spy_p3m": -0.19288763052063118, "alpha_c_p3m": -0.1438618685016948, "bench_spy_p3m": 0.035833688018329424, "bench_c_p3m": -0.013192074000606957, "ret_p6m": -0.4857871700514368, "ret_signed_p6m": -0.4857871700514368, "alpha_spy_p6m": -0.5164071756316478, "alpha_c_p6m": -0.47961217471845174, "bench_spy_p6m": 0.03062000558021105, "bench_c_p6m": -0.006174995332985045, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.24713120921867515, "alpha_spy_stated": -0.2577587622961316, "alpha_c_stated": -0.2242022818603725, "price_path": [-0.4706, -0.4782, -0.497, -0.472, -0.4687, -0.4602, -0.4637, -0.4353, -0.4291, -0.4025, -0.4111, -0.4111, -0.4248, -0.4526, -0.4538, -0.4637, -0.454, -0.4511, -0.457, -0.4588, -0.4655, -0.4441, -0.4514, -0.4532, -0.4521, -0.4445, -0.4388, -0.4315, -0.4568, -0.44, -0.3978, -0.2926, -0.2434, -0.2534, -0.2019, -0.2057, -0.1921, -0.1722, -0.1599, -0.1196, -0.087, -0.0756, -0.0934, -0.1443, -0.1811, -0.18, -0.1851, -0.176, -0.1771, -0.2084, -0.1542, -0.1559, -0.1559, -0.1748, -0.1632, -0.1296, -0.1, -0.1376, -0.0992, -0.0286, -0.023, -0.0464, -0.0113, 0.0, -0.0007, 0.0152, -0.0082, -0.0341, -0.1095, -0.1161, -0.1272, -0.0996, -0.0926, -0.1375, -0.2402, -0.2465, -0.223, -0.2364, -0.2278, -0.2414, -0.2061, -0.2554, -0.2362, -0.2637, -0.2471, -0.2538, -0.2689, -0.2407, -0.2286, -0.261, -0.2469, -0.1967, -0.1778, -0.2013, -0.2096, -0.2709, -0.2164, -0.2313, -0.2958, -0.264, -0.3113, -0.2703, -0.2343, -0.2192, -0.2394, -0.2897, -0.2751, -0.2967, -0.3036, -0.2958, -0.3179, -0.3119, -0.2687, -0.1807, -0.2216, -0.2216, -0.1882, -0.1622, -0.1646, -0.1718, -0.1647, -0.1221, -0.1114, -0.1146, -0.1071, -0.1242, -0.1571, -0.1806, -0.16, -0.1475, -0.1325, -0.1255, -0.1257, -0.1532, -0.153, -0.153, -0.1533, -0.12, -0.1249, -0.138, -0.138, -0.0929, -0.0848, -0.0482, -0.0419, -0.0477, -0.0829, -0.0849, -0.029, -0.0536, -0.1422, -0.1337, -0.1337, -0.1549, -0.212, -0.1955, -0.1792, -0.1989, -0.2639, -0.2757, -0.2873, -0.324, -0.3357, -0.3797, -0.4274, -0.4335, -0.4756, -0.4685, -0.4376, -0.4776, -0.5085, -0.4763, -0.4763, -0.4779, -0.447, -0.452, -0.4368, -0.4658, -0.4672, -0.4387, -0.4328, -0.4532, -0.4483, -0.4536, -0.4476, -0.4587, -0.4773, -0.4793, -0.497, -0.4858]}
{"unit_id": "reply:2012943620416917657", "ticker_idx": 0, "ts": "2026-01-18T17:42:12+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Get out of the way bears.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish MU; tells bears to step aside as the stock keeps running.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@EnergyLab101 Get out of the way bears. https://t.co/ArylZmBDcc", "reply_text": null, "parent_text": "@TradexWhisperer The $MU train just keeps chugging along", "quoted_text": null, "parent_author": "GuyTalksEnergy", "ret_m1d": -0.006164380009599069, "ret_signed_m1d": -0.006164380009599069, "alpha_spy_m1d": -0.02694419046685137, "alpha_c_m1d": -0.03177978927923786, "bench_spy_m1d": 0.0207798104572523, "bench_c_m1d": 0.02561540926963879, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.06605473155081532, "ret_signed_p1d": 0.06605473155081532, "alpha_spy_p1d": 0.054513622269154016, "alpha_c_p1d": 0.03649460553751038, "bench_spy_p1d": 0.0115411092816613, "bench_c_p1d": 0.029560126013304933, "ret_p1w": 0.12394513294440679, "ret_signed_p1w": 0.12394513294440679, "alpha_spy_p1w": 0.09751285398871579, "alpha_c_p1w": 0.08075759043836794, "bench_spy_p1w": 0.026432278955691002, "bench_c_p1w": 0.043187542506038845, "ret_p1m": 0.15328768885560184, "ret_signed_p1m": 0.15328768885560184, "alpha_spy_p1m": 0.14043314291040288, "alpha_c_p1m": 0.09652401070546457, "bench_spy_p1m": 0.01285454594519897, "bench_c_p1m": 0.056763678150137276, "ret_p3m": 0.24729086635899833, "ret_signed_p3m": 0.24729086635899833, "alpha_spy_p3m": 0.196375182581372, "alpha_c_p3m": 0.058326020318802296, "bench_spy_p3m": 0.05091568377762634, "bench_c_p3m": 0.18896484604019603, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.15328768885560184, "alpha_spy_stated": 0.14043314291040288, "alpha_c_stated": 0.09652401070546457, "price_path": [-0.4339, -0.4002, -0.3972, -0.3923, -0.3793, -0.3865, -0.3872, -0.3572, -0.4029, -0.3496, -0.3473, -0.3484, -0.3063, -0.3397, -0.3293, -0.3511, -0.324, -0.3374, -0.3742, -0.3813, -0.4485, -0.4321, -0.3867, -0.3851, -0.3694, -0.3694, -0.3524, -0.3415, -0.3441, -0.3587, -0.3793, -0.3503, -0.3238, -0.3087, -0.2778, -0.2922, -0.3396, -0.3496, -0.3632, -0.3824, -0.3193, -0.2717, -0.2425, -0.2434, -0.2149, -0.2149, -0.2201, -0.1935, -0.1983, -0.2181, -0.2181, -0.1358, -0.1448, -0.0591, -0.0697, -0.1041, -0.0545, -0.0524, -0.0736, -0.0867, -0.0777, -0.0062, -0.0062, 0.0, 0.0661, 0.0893, 0.0949, 0.066, 0.1239, 0.1925, 0.1939, 0.1367, 0.1995, 0.1492, 0.0395, 0.049, 0.0813, 0.0507, 0.0226, 0.1242, 0.1342, 0.1278, 0.1278, 0.0953, 0.1533, 0.1434, 0.1731, 0.1533, 0.1452, 0.1753, 0.1385, 0.1298, 0.1306, 0.0402, 0.098, 0.0878, 0.0145, 0.0666, 0.1044, 0.1471, 0.1105, 0.1675, 0.2104, 0.2649, 0.265, 0.2172, 0.1586, 0.1078, 0.0836, 0.0468, -0.0261, -0.0213, -0.118, -0.074, 0.0082, 0.0038, 0.0038, 0.0354, 0.0349, 0.1148, 0.1553, 0.1528, 0.1691, 0.2763, 0.2505, 0.2532, 0.2473, 0.2291, 0.2317, 0.3361, 0.3203, 0.3614, 0.4378, 0.3822, 0.421, 0.4175, 0.4861, 0.58, 0.7547, 0.827, 0.7723, 1.0469, 1.1799, 1.1011, 1.2027, 1.1269, 0.9862, 0.868, 0.9152, 1.0063, 1.0888, 1.0584, 1.0584, 1.4555, 1.5447, 1.5313, 1.6614, 1.8382, 1.9166, 1.959, 1.7299, 1.3681, 1.6019, 1.5652, 1.4445, 1.7296, 1.6905, 1.982, 1.7978, 1.8593, 2.1081, 2.1081, 2.3202, 1.8828, 1.8828, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2025011737150509200", "ticker_idx": 0, "ts": "2026-02-21T00:56:35+00:00", "symbol": "SNDK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "LPDDR will launch to Moon", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish on SNDK and MU as OpenClaw mass adoption drives LPDDR demand to the moon.", "resolved_tickers": ["SNDK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@101010_jv OpenClaw for 8Billion people on earth. Omg. LPDDR will launch to Moon. https://t.co/ybdhrb1LuW", "reply_text": null, "parent_text": "@TradexWhisperer What effect will it have on SNDK and MU if OpenClaw and similar become more mainstream?", "quoted_text": null, "parent_author": "101010_jv", "ret_m1d": -0.024786598108458624, "ret_signed_m1d": -0.024786598108458624, "alpha_spy_m1d": -0.035103311887944355, "alpha_c_m1d": -0.04182385803905697, "bench_spy_m1d": 0.010316713779485731, "bench_c_m1d": 0.017037259930598347, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04196607768001015, "ret_signed_p1d": -0.04196607768001015, "alpha_spy_p1d": -0.04923455295020851, "alpha_c_p1d": -0.05496070277559628, "bench_spy_p1d": 0.00726847527019836, "bench_c_p1d": 0.012994625095586132, "ret_p1w": -0.07113381121876905, "ret_signed_p1w": -0.07113381121876905, "alpha_spy_p1w": -0.07698085420711454, "alpha_c_p1w": -0.07849734744761239, "bench_spy_p1w": 0.0058470429883454855, "bench_c_p1w": 0.007363536228843337, "ret_p1m": 0.05399929595599606, "ret_signed_p1m": 0.05399929595599606, "alpha_spy_p1m": 0.09419063541583916, "alpha_c_p1m": 0.06988670730596114, "bench_spy_p1m": -0.0401913394598431, "bench_c_p1m": -0.015887411349965075, "ret_p3m": 1.3139732221515246, "ret_signed_p3m": 1.3139732221515246, "alpha_spy_p3m": 1.2225909880588561, "alpha_c_p3m": 1.0230255329187252, "bench_spy_p3m": 0.09138223409266844, "bench_c_p3m": 0.29094768923279934, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.05399929595599606, "alpha_spy_stated": 0.09419063541583916, "alpha_c_stated": 0.06988670730596114, "price_path": [-0.6774, -0.6774, -0.665, -0.6847, -0.6919, -0.7084, -0.68, -0.6572, -0.6617, -0.6707, -0.6506, -0.6375, -0.6906, -0.6971, -0.686, -0.6897, -0.6707, -0.6435, -0.6383, -0.6326, -0.6248, -0.6248, -0.6248, -0.6335, -0.6396, -0.6438, -0.6438, -0.587, -0.5888, -0.4754, -0.4695, -0.4981, -0.4337, -0.4159, -0.4151, -0.4181, -0.386, -0.3794, -0.3794, -0.3201, -0.2479, -0.2446, -0.2891, -0.2936, -0.2777, -0.2083, -0.1908, -0.1354, -0.0019, 0.0435, -0.1229, -0.1355, -0.1028, -0.1247, -0.1873, -0.1008, -0.0543, -0.0599, -0.0599, -0.1139, -0.0992, -0.0681, -0.0248, 0.0, -0.042, -0.0512, -0.0219, -0.0467, -0.0711, -0.1517, -0.1012, -0.1514, -0.2088, -0.1167, -0.0714, -0.0166, -0.0715, -0.0073, 0.0557, 0.0805, 0.1308, 0.1584, 0.0648, 0.054, 0.054, 0.0171, -0.095, -0.076, -0.141, -0.0467, 0.0394, 0.0527, 0.0527, 0.0872, 0.0665, 0.1717, 0.2777, 0.278, 0.4291, 0.4171, 0.3379, 0.3796, 0.3819, 0.3699, 0.3556, 0.469, 0.399, 0.4852, 0.6057, 0.5039, 0.5967, 0.6452, 0.781, 0.8843, 1.11, 1.1155, 1.0105, 1.3441, 1.322, 1.1786, 1.1714, 1.0746, 1.112, 1.0, 1.0755, 1.0894, 1.314, 1.2186, 1.2186, 1.385, 1.3855, 1.4631, 1.5431, 1.6428, 1.5752, 1.748, 1.6402, 1.3396, 1.4637, 1.4705, 1.4655, 1.823, 1.9709, 2.1626, 1.9881, 1.939, 2.278, 2.278, 2.4115, 1.9462, 1.9462, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2025011737150509200", "ticker_idx": 1, "ts": "2026-02-21T00:56:35+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "LPDDR will launch to Moon", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish on SNDK and MU as OpenClaw mass adoption drives LPDDR demand to the moon.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@101010_jv OpenClaw for 8Billion people on earth. Omg. LPDDR will launch to Moon. https://t.co/ybdhrb1LuW", "reply_text": null, "parent_text": "@TradexWhisperer What effect will it have on SNDK and MU if OpenClaw and similar become more mainstream?", "quoted_text": null, "parent_author": "101010_jv", "ret_m1d": 0.017103317512722427, "ret_signed_m1d": 0.017103317512722427, "alpha_spy_m1d": 0.006786603733236696, "alpha_c_m1d": 0.011896008195104502, "bench_spy_m1d": 0.010316713779485731, "bench_c_m1d": 0.005207309317617925, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.007031412215625532, "ret_signed_p1d": -0.007031412215625532, "alpha_spy_p1d": -0.014299887485823892, "alpha_c_p1d": -0.022241639654659084, "bench_spy_p1d": 0.00726847527019836, "bench_c_p1d": 0.015210227439033552, "ret_p1w": -0.019716354573246386, "ret_signed_p1w": -0.019716354573246386, "alpha_spy_p1w": -0.025563397561591872, "alpha_c_p1w": -0.003997525476116648, "bench_spy_p1w": 0.0058470429883454855, "bench_c_p1w": -0.01571882909712974, "ret_p1m": -0.06043186692613789, "ret_signed_p1m": -0.06043186692613789, "alpha_spy_p1m": -0.02024052746629479, "alpha_c_p1m": -0.01613326120868952, "bench_spy_p1m": -0.0401913394598431, "bench_c_p1m": -0.04429860571744837, "ret_p3m": 0.811103166517908, "ret_signed_p3m": 0.811103166517908, "alpha_spy_p3m": 0.7197209324252396, "alpha_c_p3m": 0.4356914290471299, "bench_spy_p3m": 0.09138223409266844, "bench_c_p3m": 0.37541173747077816, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.06043186692613789, "alpha_spy_stated": -0.02024052746629479, "alpha_c_stated": -0.01613326120868952, "price_path": [-0.4532, -0.4532, -0.4385, -0.429, -0.4313, -0.444, -0.4618, -0.4367, -0.4137, -0.4006, -0.3738, -0.3863, -0.4274, -0.4361, -0.4479, -0.4645, -0.4098, -0.3686, -0.3432, -0.344, -0.3193, -0.3193, -0.3238, -0.3007, -0.3049, -0.322, -0.322, -0.2507, -0.2585, -0.1842, -0.1934, -0.2232, -0.1803, -0.1784, -0.1968, -0.2081, -0.2003, -0.1383, -0.1383, -0.133, -0.0757, -0.0556, -0.0506, -0.0757, -0.0255, 0.034, 0.0352, -0.0145, 0.04, -0.0036, -0.0987, -0.0905, -0.0624, -0.089, -0.1134, -0.0253, -0.0166, -0.0221, -0.0221, -0.0503, -0.0, -0.0086, 0.0171, 0.0, -0.007, 0.0191, -0.0129, -0.0204, -0.0197, -0.0981, -0.048, -0.0568, -0.1204, -0.0752, -0.0424, -0.0054, -0.0371, 0.0123, 0.0495, 0.0967, 0.0968, 0.0553, 0.0046, -0.0395, -0.0604, -0.0924, -0.1556, -0.1514, -0.2353, -0.1971, -0.1258, -0.1296, -0.1296, -0.1023, -0.1027, -0.0334, 0.0017, -0.0005, 0.0137, 0.1066, 0.0842, 0.0866, 0.0815, 0.0657, 0.0679, 0.1585, 0.1448, 0.1804, 0.2466, 0.1984, 0.2321, 0.229, 0.2885, 0.3699, 0.5214, 0.5841, 0.5367, 0.7748, 0.8901, 0.8217, 0.9098, 0.8442, 0.7221, 0.6197, 0.6605, 0.7395, 0.8111, 0.7847, 0.7847, 1.129, 1.2063, 1.1947, 1.3075, 1.4608, 1.5288, 1.5656, 1.367, 1.0533, 1.2559, 1.2241, 1.1195, 1.3666, 1.3328, 1.5856, 1.4258, 1.4791, 1.6949, 1.6949, 1.8788, 1.4995, 1.4995, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2022197385653313607", "ticker_idx": 0, "ts": "2026-02-13T06:33:22+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "it doesn't change the fact that HBM4 is sold out for 2026", "tweet_type": "analysis", "timeline": "quarters", "summary": "Bullish MU: HBM4 sold out for 2026 regardless of NVIDIA spec changes; NVDA relaxing specs keeps supply viable, broadly bullish.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU $NVDA \"NVIDIA May Relax HBM4 Specs\"\n\n\"Rather than hold out for 11.7Gbps HBM4 only, NVIDIA may source lower-tier 10.6Gbps variants in parallel to keep supply viable across all three memory vendors.\"\n\n\"Should NVIDIA hold firmly to the 11.7Gbps specification, the availability of sufficient HBM4 volumes for Rubin’s mass production could become constrained.\"\n\n\"NVIDIA is broadly expected to moderate its HBM4 performance criteria in order to ensure supply stability.\"\n\nWhatever happens, happens and it doesn't change the fact that HBM4 is sold out for 2026. 🤷‍♂️", "reply_text": null, "parent_text": null, "quoted_text": "$MU Is Micron in trouble with HBM4? \n\nNO.\n\n2026 full HBM production? It's SOLD the fuck out\n\nMicron has shipped HBM4 samples to multiple key customers starting in mid-2025, with volume ramp planned for calendar 2026. The company's entire HBM production capacity for 2026 https://t.co/UaVGsnkfU6", "parent_author": null, "ret_m1d": 0.005611404838065992, "ret_signed_m1d": 0.005611404838065992, "alpha_spy_m1d": 0.006315407971609011, "alpha_c_m1d": 0.009560232132092006, "bench_spy_m1d": -0.0007040031335430186, "bench_c_m1d": -0.003948827294026014, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0, "ret_signed_p1d": 0.0, "alpha_spy_p1d": 0.0, "alpha_c_p1d": 0.0, "bench_spy_p1d": 0.0, "bench_c_p1d": 0.0, "ret_p1w": 0.04010587371587615, "ret_signed_p1w": 0.04010587371587615, "alpha_spy_p1w": 0.02884065354074128, "alpha_c_p1w": 0.022176908895146674, "bench_spy_p1w": 0.011265220175134871, "bench_c_p1w": 0.017928964820729476, "ret_p1m": 0.07321569867300393, "ret_signed_p1m": 0.07321569867300393, "alpha_spy_p1m": 0.09187349176808501, "alpha_c_p1m": 0.10706242621065709, "bench_spy_p1m": -0.018657793095081088, "bench_c_p1m": -0.033846727537653165, "ret_p3m": 0.9529892993798175, "ret_signed_p3m": 0.9529892993798175, "alpha_spy_p3m": 0.861185472706073, "alpha_c_p3m": 0.5489374494369013, "bench_spy_p3m": 0.09180382667374443, "bench_c_p3m": 0.4040518499429162, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": 0.9529892993798175, "alpha_spy_stated": 0.861185472706073, "alpha_c_stated": 0.5489374494369013, "price_path": [-0.4452, -0.4514, -0.511, -0.4965, -0.4563, -0.4548, -0.4409, -0.4409, -0.4258, -0.4161, -0.4185, -0.4314, -0.4496, -0.424, -0.4004, -0.3871, -0.3597, -0.3724, -0.4145, -0.4233, -0.4354, -0.4524, -0.3965, -0.3543, -0.3284, -0.3292, -0.3039, -0.3039, -0.3085, -0.2849, -0.2891, -0.3067, -0.3067, -0.2338, -0.2417, -0.1657, -0.1752, -0.2056, -0.1617, -0.1598, -0.1786, -0.1902, -0.1823, -0.1188, -0.1188, -0.1133, -0.0548, -0.0342, -0.0292, -0.0548, -0.0034, 0.0574, 0.0586, 0.0078, 0.0635, 0.0189, -0.0784, -0.0699, -0.0412, -0.0684, -0.0933, -0.0032, 0.0056, 0.0, 0.0, -0.0289, 0.0226, 0.0138, 0.0401, 0.0226, 0.0154, 0.0421, 0.0095, 0.0017, 0.0025, -0.0777, -0.0265, -0.0355, -0.1005, -0.0543, -0.0208, 0.0171, -0.0153, 0.0352, 0.0732, 0.1215, 0.1216, 0.0792, 0.0273, -0.0178, -0.0392, -0.0718, -0.1365, -0.1322, -0.218, -0.179, -0.106, -0.11, -0.11, -0.082, -0.0824, -0.0116, 0.0244, 0.0221, 0.0366, 0.1317, 0.1087, 0.1112, 0.1059, 0.0898, 0.0921, 0.1847, 0.1707, 0.2071, 0.2748, 0.2255, 0.26, 0.2568, 0.3177, 0.4009, 0.5558, 0.62, 0.5714, 0.8149, 0.9328, 0.863, 0.953, 0.8859, 0.7611, 0.6563, 0.6981, 0.7789, 0.8521, 0.8251, 0.8251, 1.1772, 1.2562, 1.2443, 1.3597, 1.5165, 1.586, 1.6236, 1.4205, 1.0997, 1.3069, 1.2744, 1.1675, 1.4202, 1.3855, 1.644, 1.4807, 1.5352, 1.7558, 1.7558, 1.9439, 1.556, 1.556, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2022197385653313607", "ticker_idx": 1, "ts": "2026-02-13T06:33:22+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "NVIDIA may source lower-tier 10.6Gbps variants in parallel to keep supply viable across all three memory vendors", "tweet_type": "analysis", "timeline": "quarters", "summary": "Bullish MU: HBM4 sold out for 2026 regardless of NVIDIA spec changes; NVDA relaxing specs keeps supply viable, broadly bullish.", "resolved_tickers": ["NVDA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU $NVDA \"NVIDIA May Relax HBM4 Specs\"\n\n\"Rather than hold out for 11.7Gbps HBM4 only, NVIDIA may source lower-tier 10.6Gbps variants in parallel to keep supply viable across all three memory vendors.\"\n\n\"Should NVIDIA hold firmly to the 11.7Gbps specification, the availability of sufficient HBM4 volumes for Rubin’s mass production could become constrained.\"\n\n\"NVIDIA is broadly expected to moderate its HBM4 performance criteria in order to ensure supply stability.\"\n\nWhatever happens, happens and it doesn't change the fact that HBM4 is sold out for 2026. 🤷‍♂️", "reply_text": null, "parent_text": null, "quoted_text": "$MU Is Micron in trouble with HBM4? \n\nNO.\n\n2026 full HBM production? It's SOLD the fuck out\n\nMicron has shipped HBM4 samples to multiple key customers starting in mid-2025, with volume ramp planned for calendar 2026. The company's entire HBM production capacity for 2026 https://t.co/UaVGsnkfU6", "parent_author": null, "ret_m1d": 0.022591849718716528, "ret_signed_m1d": 0.022591849718716528, "alpha_spy_m1d": 0.023295852852259546, "alpha_c_m1d": 0.026540677012742542, "bench_spy_m1d": -0.0007040031335430186, "bench_c_m1d": -0.003948827294026014, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0, "ret_signed_p1d": 0.0, "alpha_spy_p1d": 0.0, "alpha_c_p1d": 0.0, "bench_spy_p1d": 0.0, "bench_c_p1d": 0.0, "ret_p1w": 0.03834593246003415, "ret_signed_p1w": 0.03834593246003415, "alpha_spy_p1w": 0.027080712284899278, "alpha_c_p1w": 0.020416967639304673, "bench_spy_p1w": 0.011265220175134871, "bench_c_p1w": 0.017928964820729476, "ret_p1m": 0.002297083889316376, "ret_signed_p1m": 0.002297083889316376, "alpha_spy_p1m": 0.020954876984397464, "alpha_c_p1m": 0.03614381142696954, "bench_spy_p1m": -0.018657793095081088, "bench_c_p1m": -0.033846727537653165, "ret_p3m": 0.23539322654836292, "ret_signed_p3m": 0.23539322654836292, "alpha_spy_p3m": 0.1435893998746185, "alpha_c_p3m": -0.1686586233945533, "bench_spy_p3m": 0.09180382667374443, "bench_c_p3m": 0.4040518499429162, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": 0.23539322654836292, "alpha_spy_stated": 0.1435893998746185, "alpha_c_stated": -0.1686586233945533, "price_path": [-0.008, 0.0202, -0.0119, -0.0216, -0.0015, -0.0274, -0.014, -0.014, -0.0318, -0.0159, -0.0074, -0.0177, 0.0031, -0.0022, 0.015, 0.0118, 0.0053, -0.0103, -0.0426, -0.0357, -0.0278, -0.0649, -0.0474, -0.01, 0.0048, 0.035, 0.0317, 0.0317, 0.0422, 0.0296, 0.0259, 0.0202, 0.0202, 0.033, 0.029, 0.0242, 0.0345, 0.0122, 0.0112, 0.0117, 0.0164, 0.0018, 0.0232, 0.0187, 0.0187, -0.0259, 0.0028, 0.0111, 0.0266, 0.02, 0.0312, 0.0476, 0.0531, 0.0455, 0.0153, -0.0135, -0.0472, -0.0598, 0.0142, 0.0395, 0.0313, 0.0396, 0.0226, 0.0, 0.0, 0.0118, 0.0283, 0.0278, 0.0383, 0.0478, 0.0549, 0.0697, 0.0114, -0.0307, -0.0018, -0.0151, 0.0013, 0.0029, -0.0273, -0.0009, 0.0107, 0.0177, 0.0019, -0.014, 0.0023, -0.0048, -0.0131, -0.0232, -0.0553, -0.0392, -0.0416, -0.0225, -0.0632, -0.0836, -0.0964, -0.046, -0.0386, -0.0296, -0.0296, -0.0282, -0.0257, -0.0039, 0.0061, 0.0319, 0.0356, 0.075, 0.0879, 0.0851, 0.1033, 0.1054, 0.0934, 0.1078, 0.0921, 0.1393, 0.185, 0.1661, 0.1447, 0.0917, 0.0856, 0.0858, 0.0749, 0.1369, 0.157, 0.1772, 0.2004, 0.2078, 0.2354, 0.2896, 0.2326, 0.2162, 0.2068, 0.2225, 0.2008, 0.178, 0.178, 0.1754, 0.163, 0.172, 0.155, 0.2274, 0.2189, 0.1748, 0.1976, 0.1233, 0.1427, 0.1402, 0.0977, 0.122, 0.1238, 0.1636, 0.1359, 0.1208, 0.1539, 0.1539, 0.1427, 0.0956, 0.0956, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2026177664323854766", "ticker_idx": 0, "ts": "2026-02-24T06:09:34+00:00", "symbol": "semiconductors", "kind": "sector", "geography": "US", "sub_sector": null, "direction": "long", "conviction": "high", "explicit": false, "explicit_audit": "kept_implicit", "polarity_reversed": false, "quote": "Value flows to the Chips", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish chips (MU, TSM, EWY, NVDA) over software; value rotating into silicon as AI race runs on hardware.", "resolved_tickers": ["SMH"], "resolution_method": "etf", "resolution_reason": "US semiconductor sector proxied by SMH ETF", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "Software and Semis are heading in opposite directions. The market has spoken → Value flows to the Chips.\n\nThe world is racing to mimic human intelligence with silicon, not code. Code was just the language we used to speak to the chips. It always was.\n\n$MU $TSM $EWY $NVDA 🔥 https://t.co/b3uBceyMnt", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.014982342600510345, "ret_signed_m1d": -0.014982342600510345, "alpha_spy_m1d": -0.007766316835136622, "alpha_c_m1d": -0.007766316835136622, "bench_spy_m1d": -0.007216025765373724, "bench_c_m1d": -0.007216025765373724, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.01670006665436241, "ret_signed_p1d": 0.01670006665436241, "alpha_spy_p1d": 0.008261760353823977, "alpha_c_p1d": 0.008261760353823977, "bench_spy_p1d": 0.008438306300538434, "bench_c_p1d": 0.008438306300538434, "ret_p1w": -0.06703885355952865, "ret_signed_p1w": -0.06703885355952865, "alpha_spy_p1w": -0.05682586590936478, "alpha_c_p1w": -0.05682586590936478, "bench_spy_p1w": -0.010212987650163874, "bench_c_p1w": -0.010212987650163874, "ret_p1m": -0.04804851243553443, "ret_signed_p1m": -0.04804851243553443, "alpha_spy_p1m": -0.00624128692932846, "alpha_c_p1m": -0.00624128692932846, "bench_spy_p1m": -0.04180722550620597, "bench_c_p1m": -0.04180722550620597, "ret_p3m": 0.37494036236529427, "ret_signed_p3m": 0.37494036236529427, "alpha_spy_p3m": 0.2871737104668093, "alpha_c_p3m": 0.2871737104668093, "bench_spy_p3m": 0.08776665189848498, "bench_c_p3m": 0.08776665189848498, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.04804851243553443, "alpha_spy_stated": -0.00624128692932846, "alpha_c_stated": -0.00624128692932846, "price_path": [-0.173, -0.1622, -0.1605, -0.1452, -0.1334, -0.14, -0.1333, -0.1235, -0.1224, -0.1103, -0.1179, -0.1578, -0.1607, -0.163, -0.1932, -0.1741, -0.1528, -0.1419, -0.1336, -0.1312, -0.1312, -0.1272, -0.1311, -0.1332, -0.1408, -0.1408, -0.1094, -0.0992, -0.0752, -0.0814, -0.0959, -0.0714, -0.068, -0.0659, -0.0735, -0.0543, -0.0448, -0.0448, -0.0686, -0.0411, -0.039, -0.0455, -0.0485, -0.0284, -0.006, -0.0039, -0.0375, -0.0267, -0.0512, -0.0886, -0.0909, -0.0418, -0.0298, -0.0344, -0.0104, -0.0311, -0.0273, -0.0273, -0.0278, -0.0158, -0.0214, -0.0099, -0.015, 0.0, 0.0167, -0.0171, -0.0305, -0.0305, -0.067, -0.0479, -0.0568, -0.0921, -0.0591, -0.0521, -0.0433, -0.074, -0.0759, -0.0602, -0.0532, -0.0608, -0.0578, -0.0821, -0.0663, -0.0586, -0.048, -0.0914, -0.1071, -0.1351, -0.0853, -0.0649, -0.064, -0.064, -0.0553, -0.0459, 0.009, 0.0266, 0.0423, 0.0577, 0.0783, 0.0807, 0.085, 0.1074, 0.1069, 0.1086, 0.1376, 0.1496, 0.2082, 0.2078, 0.1719, 0.1919, 0.2089, 0.2163, 0.2091, 0.247, 0.3116, 0.2885, 0.3516, 0.3749, 0.339, 0.3657, 0.3798, 0.3273, 0.303, 0.2977, 0.3471, 0.3548, 0.3749, 0.3749, 0.4365, 0.4207, 0.431, 0.4289, 0.4501, 0.5083, 0.5219, 0.4971, 0.3591, 0.427, 0.41, 0.362, 0.454, 0.4791, 0.5438, 0.4696, 0.4886, 0.5743, 0.5743, 0.5958, 0.484, 0.484, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2026177664323854766", "ticker_idx": 1, "ts": "2026-02-24T06:09:34+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU $TSM $EWY $NVDA 🔥", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish chips (MU, TSM, EWY, NVDA) over software; value rotating into silicon as AI race runs on hardware.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "Software and Semis are heading in opposite directions. The market has spoken → Value flows to the Chips.\n\nThe world is racing to mimic human intelligence with silicon, not code. Code was just the language we used to speak to the chips. It always was.\n\n$MU $TSM $EWY $NVDA 🔥 https://t.co/b3uBceyMnt", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.007081203073417308, "ret_signed_m1d": 0.007081203073417308, "alpha_spy_m1d": 0.014297228838791032, "alpha_c_m1d": 0.022063545673927654, "bench_spy_m1d": -0.007216025765373724, "bench_c_m1d": -0.014982342600510345, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.026291229659060944, "ret_signed_p1d": 0.026291229659060944, "alpha_spy_p1d": 0.01785292335852251, "alpha_c_p1d": 0.009591163004698533, "bench_spy_p1d": 0.008438306300538434, "bench_c_p1d": 0.01670006665436241, "ret_p1w": -0.09169636857635344, "ret_signed_p1w": -0.09169636857635344, "alpha_spy_p1w": -0.08148338092618956, "alpha_c_p1w": -0.024657515016824783, "bench_spy_p1w": -0.010212987650163874, "bench_c_p1w": -0.06703885355952865, "ret_p1m": -0.08593093575623012, "ret_signed_p1m": -0.08593093575623012, "alpha_spy_p1m": -0.04412371025002415, "alpha_c_p1m": -0.03788242332069569, "bench_spy_p1m": -0.04180722550620597, "bench_c_p1m": -0.04804851243553443, "ret_p3m": 0.7973624704198194, "ret_signed_p3m": 0.7973624704198194, "alpha_spy_p3m": 0.7095958185213345, "alpha_c_p3m": 0.4224221080545252, "bench_spy_p3m": 0.08776665189848498, "bench_c_p3m": 0.37494036236529427, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.08593093575623012, "alpha_spy_stated": -0.04412371025002415, "alpha_c_stated": -0.03788242332069569, "price_path": [-0.4494, -0.4345, -0.425, -0.4273, -0.44, -0.458, -0.4327, -0.4095, -0.3964, -0.3694, -0.3819, -0.4234, -0.4321, -0.444, -0.4607, -0.4056, -0.3641, -0.3386, -0.3393, -0.3145, -0.3145, -0.319, -0.2958, -0.2999, -0.3172, -0.3172, -0.2454, -0.2532, -0.1784, -0.1877, -0.2177, -0.1744, -0.1726, -0.1911, -0.2025, -0.1947, -0.1322, -0.1322, -0.1268, -0.0691, -0.0489, -0.0439, -0.0692, -0.0186, 0.0413, 0.0425, -0.0075, 0.0473, 0.0034, -0.0924, -0.084, -0.0558, -0.0826, -0.1071, -0.0183, -0.0097, -0.0152, -0.0152, -0.0436, 0.007, -0.0016, 0.0243, 0.0071, 0.0, 0.0263, -0.0059, -0.0135, -0.0128, -0.0917, -0.0412, -0.0501, -0.1141, -0.0686, -0.0356, 0.0016, -0.0303, 0.0194, 0.0569, 0.1045, 0.1046, 0.0628, 0.0117, -0.0327, -0.0538, -0.0859, -0.1496, -0.1454, -0.2298, -0.1915, -0.1196, -0.1235, -0.1235, -0.0959, -0.0963, -0.0266, 0.0088, 0.0066, 0.0209, 0.1145, 0.0919, 0.0943, 0.0891, 0.0732, 0.0755, 0.1667, 0.1529, 0.1888, 0.2554, 0.2069, 0.2408, 0.2377, 0.2977, 0.3796, 0.5322, 0.5953, 0.5476, 0.7873, 0.9035, 0.8347, 0.9233, 0.8572, 0.7343, 0.6311, 0.6723, 0.7519, 0.8239, 0.7974, 0.7974, 1.1441, 1.222, 1.2103, 1.3239, 1.4783, 1.5467, 1.5837, 1.3837, 1.0678, 1.2719, 1.2399, 1.1345, 1.3834, 1.3493, 1.6039, 1.443, 1.4967, 1.714, 1.714, 1.8992, 1.5172, 1.5172, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2026177664323854766", "ticker_idx": 2, "ts": "2026-02-24T06:09:34+00:00", "symbol": "TSM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU $TSM $EWY $NVDA 🔥", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish chips (MU, TSM, EWY, NVDA) over software; value rotating into silicon as AI race runs on hardware.", "resolved_tickers": ["TSM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "Software and Semis are heading in opposite directions. The market has spoken → Value flows to the Chips.\n\nThe world is racing to mimic human intelligence with silicon, not code. Code was just the language we used to speak to the chips. It always was.\n\n$MU $TSM $EWY $NVDA 🔥 https://t.co/b3uBceyMnt", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.04072590299912793, "ret_signed_m1d": -0.04072590299912793, "alpha_spy_m1d": -0.033509877233754204, "alpha_c_m1d": -0.025743560398617582, "bench_spy_m1d": -0.007216025765373724, "bench_c_m1d": -0.014982342600510345, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.005132844263062264, "ret_signed_p1d": 0.005132844263062264, "alpha_spy_p1d": -0.00330546203747617, "alpha_c_p1d": -0.011567222391300147, "bench_spy_p1d": 0.008438306300538434, "bench_c_p1d": 0.01670006665436241, "ret_p1w": -0.08456250985563829, "ret_signed_p1w": -0.08456250985563829, "alpha_spy_p1w": -0.07434952220547442, "alpha_c_p1w": -0.017523656296109635, "bench_spy_p1w": -0.010212987650163874, "bench_c_p1w": -0.06703885355952865, "ret_p1m": -0.09596916619570328, "ret_signed_p1m": -0.09596916619570328, "alpha_spy_p1m": -0.05416194068949731, "alpha_c_p1m": -0.04792065376016885, "bench_spy_p1m": -0.04180722550620597, "bench_c_p1m": -0.04804851243553443, "ret_p3m": 0.05161336649996673, "ret_signed_p3m": 0.05161336649996673, "alpha_spy_p3m": -0.03615328539851825, "alpha_c_p3m": -0.32332699586532754, "bench_spy_p3m": 0.08776665189848498, "bench_c_p3m": 0.37494036236529427, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.09596916619570328, "alpha_spy_stated": -0.05416194068949731, "alpha_c_stated": -0.04792065376016885, "price_path": [-0.2503, -0.2463, -0.2562, -0.2448, -0.2362, -0.2427, -0.238, -0.2196, -0.2156, -0.1982, -0.2097, -0.2429, -0.2541, -0.2563, -0.282, -0.262, -0.2509, -0.2397, -0.2302, -0.2254, -0.2254, -0.2149, -0.2199, -0.2234, -0.2122, -0.2122, -0.1715, -0.1646, -0.1512, -0.1739, -0.1756, -0.161, -0.1399, -0.1414, -0.152, -0.1143, -0.1124, -0.1124, -0.1519, -0.1546, -0.1513, -0.1319, -0.1375, -0.1229, -0.1126, -0.1198, -0.1431, -0.1151, -0.1296, -0.1556, -0.1426, -0.0957, -0.0787, -0.0618, -0.0302, -0.0458, -0.0503, -0.0503, -0.0559, -0.0609, -0.0657, -0.0394, -0.0407, 0.0, 0.0051, -0.0232, -0.029, -0.0431, -0.0846, -0.0734, -0.0827, -0.1215, -0.096, -0.1002, -0.0809, -0.1271, -0.123, -0.118, -0.1006, -0.1172, -0.1193, -0.1441, -0.1201, -0.1077, -0.096, -0.1522, -0.1506, -0.1772, -0.1214, -0.1122, -0.1186, -0.1186, -0.1115, -0.1023, -0.0488, -0.0499, -0.0366, -0.0392, -0.0124, -0.0249, -0.0554, -0.0368, -0.0479, -0.0431, 0.0072, -0.0052, 0.0463, 0.0528, 0.0199, 0.0238, 0.0296, 0.0338, 0.044, 0.0253, 0.0906, 0.0766, 0.0702, 0.0517, 0.0328, 0.0393, 0.0859, 0.0512, 0.0293, 0.0207, 0.0441, 0.0585, 0.0516, 0.0516, 0.0719, 0.099, 0.1045, 0.0878, 0.1325, 0.1612, 0.1352, 0.1566, 0.0793, 0.1095, 0.1124, 0.0626, 0.0972, 0.1047, 0.1502, 0.1096, 0.1261, 0.2042, 0.2042, 0.2186, 0.1371, 0.1371, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2026177664323854766", "ticker_idx": 3, "ts": "2026-02-24T06:09:34+00:00", "symbol": "EWY", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU $TSM $EWY $NVDA 🔥", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish chips (MU, TSM, EWY, NVDA) over software; value rotating into silicon as AI race runs on hardware.", "resolved_tickers": ["EWY"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "Software and Semis are heading in opposite directions. The market has spoken → Value flows to the Chips.\n\nThe world is racing to mimic human intelligence with silicon, not code. Code was just the language we used to speak to the chips. It always was.\n\n$MU $TSM $EWY $NVDA 🔥 https://t.co/b3uBceyMnt", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.036319611824014775, "ret_signed_m1d": -0.036319611824014775, "alpha_spy_m1d": -0.02910358605864105, "alpha_c_m1d": -0.02910358605864105, "bench_spy_m1d": -0.007216025765373724, "bench_c_m1d": -0.007216025765373724, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.030024187106634903, "ret_signed_p1d": 0.030024187106634903, "alpha_spy_p1d": 0.02158588080609647, "alpha_c_p1d": 0.02158588080609647, "bench_spy_p1d": 0.008438306300538434, "bench_c_p1d": 0.008438306300538434, "ret_p1w": -0.08446908651738494, "ret_signed_p1w": -0.08446908651738494, "alpha_spy_p1w": -0.07425609886722107, "alpha_c_p1w": -0.07425609886722107, "bench_spy_p1w": -0.010212987650163874, "bench_c_p1w": -0.010212987650163874, "ret_p1m": -0.11629197394045898, "ret_signed_p1m": -0.11629197394045898, "alpha_spy_p1m": -0.07448474843425301, "alpha_c_p1m": -0.07448474843425301, "bench_spy_p1m": -0.04180722550620597, "bench_c_p1m": -0.04180722550620597, "ret_p3m": 0.259287408759991, "ret_signed_p3m": 0.259287408759991, "alpha_spy_p3m": 0.17152075686150603, "alpha_c_p3m": 0.17152075686150603, "bench_spy_p3m": 0.08776665189848498, "bench_c_p3m": 0.08776665189848498, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.11629197394045898, "alpha_spy_stated": -0.07448474843425301, "alpha_c_stated": -0.07448474843425301, "price_path": [-0.3806, -0.3852, -0.3869, -0.377, -0.3708, -0.3784, -0.362, -0.3568, -0.3534, -0.3454, -0.3575, -0.373, -0.3726, -0.3807, -0.3872, -0.3769, -0.3681, -0.3653, -0.3587, -0.3456, -0.3456, -0.337, -0.3171, -0.3177, -0.3274, -0.3274, -0.2928, -0.2748, -0.2556, -0.2596, -0.2626, -0.2467, -0.2464, -0.256, -0.2415, -0.2318, -0.2237, -0.2237, -0.2323, -0.1999, -0.1976, -0.1839, -0.1884, -0.1512, -0.1314, -0.1387, -0.1532, -0.1634, -0.14, -0.168, -0.1684, -0.1373, -0.128, -0.1391, -0.0965, -0.0951, -0.0732, -0.0732, -0.096, -0.0804, -0.0646, -0.0185, -0.0363, 0.0, 0.03, 0.0405, 0.0472, 0.0207, -0.0845, -0.0704, -0.1301, -0.1233, -0.0737, -0.0986, -0.0809, -0.1456, -0.1411, -0.0792, -0.07, -0.0877, -0.0673, -0.1299, -0.0743, -0.1093, -0.1163, -0.1699, -0.1631, -0.1945, -0.149, -0.1268, -0.15, -0.15, -0.1287, -0.1201, -0.031, -0.0364, -0.0403, -0.023, 0.0147, 0.0026, 0.0202, 0.0538, 0.0383, 0.0155, 0.0778, 0.0418, 0.0693, 0.0843, 0.0679, 0.0651, 0.1121, 0.1207, 0.1317, 0.2001, 0.2589, 0.2228, 0.3158, 0.3341, 0.2349, 0.3049, 0.318, 0.2374, 0.2183, 0.2039, 0.246, 0.2897, 0.2593, 0.2593, 0.3881, 0.3718, 0.4279, 0.4239, 0.4991, 0.4841, 0.4733, 0.4111, 0.212, 0.2843, 0.2733, 0.2345, 0.3763, 0.366, 0.4628, 0.4245, 0.4187, 0.5164, 0.5164, 0.5152, 0.3296, 0.3296, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2026177664323854766", "ticker_idx": 4, "ts": "2026-02-24T06:09:34+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU $TSM $EWY $NVDA 🔥", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish chips (MU, TSM, EWY, NVDA) over software; value rotating into silicon as AI race runs on hardware.", "resolved_tickers": ["NVDA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "Software and Semis are heading in opposite directions. The market has spoken → Value flows to the Chips.\n\nThe world is racing to mimic human intelligence with silicon, not code. Code was just the language we used to speak to the chips. It always was.\n\n$MU $TSM $EWY $NVDA 🔥 https://t.co/b3uBceyMnt", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.006741068167857578, "ret_signed_m1d": -0.006741068167857578, "alpha_spy_m1d": 0.00047495759751614575, "alpha_c_m1d": 0.008241274432652768, "bench_spy_m1d": -0.007216025765373724, "bench_c_m1d": -0.014982342600510345, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.014052276035389388, "ret_signed_p1d": 0.014052276035389388, "alpha_spy_p1d": 0.005613969734850954, "alpha_c_p1d": -0.0026477906189730227, "bench_spy_p1d": 0.008438306300538434, "bench_c_p1d": 0.01670006665436241, "ret_p1w": -0.06637291176531634, "ret_signed_p1w": -0.06637291176531634, "alpha_spy_p1w": -0.05615992411515247, "alpha_c_p1w": 0.0006659417942123103, "bench_spy_p1w": -0.010212987650163874, "bench_c_p1w": -0.06703885355952865, "ret_p1m": -0.07342673685054413, "ret_signed_p1m": -0.07342673685054413, "alpha_spy_p1m": -0.03161951134433816, "alpha_c_p1m": -0.025378224415009698, "bench_spy_p1m": -0.04180722550620597, "bench_c_p1m": -0.04804851243553443, "ret_p3m": 0.11662767239616012, "ret_signed_p3m": 0.11662767239616012, "alpha_spy_p3m": 0.02886102049767514, "alpha_c_p3m": -0.25831268996913415, "bench_spy_p3m": 0.08776665189848498, "bench_c_p3m": 0.37494036236529427, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.07342673685054413, "alpha_spy_stated": -0.03161951134433816, "alpha_c_stated": -0.025378224415009698, "price_path": [-0.0653, -0.0822, -0.0671, -0.0591, -0.0688, -0.0491, -0.0541, -0.0379, -0.0409, -0.047, -0.0618, -0.0925, -0.0859, -0.0785, -0.1136, -0.097, -0.0615, -0.0475, -0.0189, -0.022, -0.022, -0.012, -0.024, -0.0275, -0.0329, -0.0329, -0.0207, -0.0245, -0.0291, -0.0194, -0.0405, -0.0414, -0.041, -0.0365, -0.0504, -0.0301, -0.0343, -0.0343, -0.0766, -0.0494, -0.0415, -0.0269, -0.0331, -0.0225, -0.0069, -0.0018, -0.0089, -0.0375, -0.0649, -0.0968, -0.1087, -0.0386, -0.0146, -0.0223, -0.0145, -0.0306, -0.0521, -0.0521, -0.0409, -0.0253, -0.0257, -0.0157, -0.0067, 0.0, 0.0141, -0.0413, -0.0812, -0.0538, -0.0664, -0.0509, -0.0493, -0.0779, -0.0529, -0.0419, -0.0353, -0.0503, -0.0653, -0.0499, -0.0566, -0.0645, -0.074, -0.1044, -0.0892, -0.0915, -0.0734, -0.112, -0.1313, -0.1435, -0.0956, -0.0886, -0.0801, -0.0801, -0.0788, -0.0764, -0.0558, -0.0463, -0.0218, -0.0183, 0.019, 0.0313, 0.0286, 0.0458, 0.0478, 0.0365, 0.0501, 0.0353, 0.08, 0.1233, 0.1054, 0.0851, 0.0349, 0.0291, 0.0292, 0.019, 0.0777, 0.0968, 0.116, 0.1379, 0.1449, 0.1711, 0.2225, 0.1684, 0.1529, 0.144, 0.1588, 0.1383, 0.1166, 0.1166, 0.1142, 0.1025, 0.111, 0.0949, 0.1635, 0.1555, 0.1136, 0.1352, 0.0648, 0.0832, 0.0809, 0.0405, 0.0636, 0.0653, 0.103, 0.0768, 0.0625, 0.0938, 0.0938, 0.0832, 0.0385, 0.0385, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2023083716583854111", "ticker_idx": 0, "ts": "2026-02-15T17:15:19+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "This is bullish for Micron. Edge or personal devices with AI capabilities may ignite a fire in the consumers market. Current Micron stock price hasn't priced in any consumer-end AI devices.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long MU: consumer-end AI device demand not yet priced in; edge AI ignition is a tailwind for Micron.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@traderwhale69 This is bullish for Micron. Edge or personal devices with AI capabilities may ignite a fire in the consumers market. Sanjay himself have been saying this for years. Current Micron stock price hasn't priced in any consumer-end AI devices.", "reply_text": null, "parent_text": "@TradexWhisperer What are your thoughts on this take… would this hurt $MU\n\n“Apple will win the AI war in June 2026 without investing a single penny into AI\n\nThe war won without a sword\n\nThey will release the M5 Ultra with 1TB of memory\n\nIt will be able to run super intelligence more powerful", "quoted_text": null, "parent_author": "traderwhale69", "ret_m1d": 0.029716392161894145, "ret_signed_m1d": 0.029716392161894145, "alpha_spy_m1d": 0.031327276047151575, "alpha_c_m1d": 0.029201088365555794, "bench_spy_m1d": -0.0016108838852574303, "bench_c_m1d": 0.0005153037963383511, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05295418149160458, "ret_signed_p1d": 0.05295418149160458, "alpha_spy_p1d": 0.047916473941027826, "alpha_c_p1d": 0.04058644105194653, "bench_spy_p1d": 0.005037707550576753, "bench_c_p1d": 0.012367740439658048, "ret_p1w": 0.045600095918206796, "ret_signed_p1w": 0.045600095918206796, "alpha_spy_p1w": 0.039010091880888, "alpha_c_p1w": 0.017011856077951748, "bench_spy_p1w": 0.006590004037318797, "bench_c_p1w": 0.028588239840255047, "ret_p1m": 0.1549602924588891, "ret_signed_p1m": 0.1549602924588891, "alpha_spy_p1m": 0.18632881231745624, "alpha_c_p1m": 0.1889226394104414, "bench_spy_p1m": -0.031368519858567145, "bench_c_p1m": -0.033962346951552314, "ret_p3m": 0.8134083878028087, "ret_signed_p3m": 0.8134083878028087, "alpha_spy_p3m": 0.7279742124972712, "alpha_c_p3m": 0.4481903231583555, "bench_spy_p3m": 0.08543417530553743, "bench_c_p3m": 0.36521806464445317, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.1549602924588891, "alpha_spy_stated": 0.18632881231745624, "alpha_c_stated": 0.1889226394104414, "price_path": [-0.4965, -0.4815, -0.4401, -0.4386, -0.4243, -0.4243, -0.4087, -0.3988, -0.4012, -0.4145, -0.4333, -0.4069, -0.3826, -0.3689, -0.3406, -0.3538, -0.3971, -0.4062, -0.4186, -0.4361, -0.3785, -0.3351, -0.3084, -0.3092, -0.2832, -0.2832, -0.2879, -0.2637, -0.268, -0.2861, -0.2861, -0.211, -0.2192, -0.141, -0.1507, -0.182, -0.1368, -0.1348, -0.1542, -0.1662, -0.158, -0.0926, -0.0926, -0.087, -0.0267, -0.0055, -0.0003, -0.0267, 0.0262, 0.0888, 0.0901, 0.0378, 0.0951, 0.0492, -0.051, -0.0422, -0.0127, -0.0407, -0.0664, 0.0264, 0.0355, 0.0297, 0.0297, 0.0, 0.053, 0.0439, 0.071, 0.053, 0.0456, 0.0731, 0.0395, 0.0315, 0.0322, -0.0503, 0.0025, -0.0068, -0.0737, -0.0262, 0.0083, 0.0473, 0.0139, 0.0659, 0.1051, 0.1549, 0.155, 0.1113, 0.0578, 0.0114, -0.0106, -0.0442, -0.1109, -0.1065, -0.1947, -0.1546, -0.0795, -0.0835, -0.0835, -0.0547, -0.0551, 0.0178, 0.0548, 0.0525, 0.0674, 0.1653, 0.1417, 0.1442, 0.1388, 0.1221, 0.1245, 0.2199, 0.2055, 0.243, 0.3127, 0.2619, 0.2974, 0.2942, 0.3568, 0.4425, 0.6021, 0.6681, 0.6181, 0.8688, 0.9903, 0.9183, 1.011, 0.9419, 0.8134, 0.7055, 0.7485, 0.8318, 0.9071, 0.8793, 0.8793, 1.2419, 1.3233, 1.311, 1.4299, 1.5913, 1.6628, 1.7015, 1.4924, 1.1621, 1.3755, 1.342, 1.2319, 1.4921, 1.4564, 1.7226, 1.5544, 1.6105, 1.8377, 1.8377, 2.0314, 1.632, 1.632, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2023995297949434092", "ticker_idx": 0, "ts": "2026-02-18T05:37:37+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "What does $600B in CapEx tell you? That humanity's appetite for intelligence has no ceiling. Infinite Intelligence, Infinite Context, Infinite Memory. We're just getting started.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish MU and SNDK on insatiable AI-driven demand for memory; $600B CapEx cycle just beginning.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU $SNDK What does $600B in CapEx tell you? That humanity's appetite for intelligence has no ceiling.\n\nInfinite Intelligence, Infinite Context, Infinite Memory\n\nWe're just getting started. https://t.co/uufqVEwP3M", "reply_text": null, "parent_text": null, "quoted_text": "Here's the P/E and P/S Ratio of $MU that enables AI GPUs with super fast High Bandwith Memory Cubes. Their HBM sales grew 50% sequentially and DRAM/NAND prices have bottomed. Micron intends to take at least 27% of the whole HBM market.\n\nForward P/E ratio: 10.41\nForward P/S ratio https://t.co/TSLBx04ENf", "parent_author": null, "ret_m1d": -0.050291059594435694, "ret_signed_m1d": -0.050291059594435694, "alpha_spy_m1d": -0.04527860333261602, "alpha_c_m1d": -0.0380744114876056, "bench_spy_m1d": -0.0050124562618196755, "bench_c_m1d": -0.012216648106830097, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.00855213753394457, "ret_signed_p1d": -0.00855213753394457, "alpha_spy_p1d": -0.0059147932103950085, "alpha_c_p1d": -0.002855917304950606, "bench_spy_p1d": -0.002637344323549562, "bench_c_p1d": -0.0056962202289939645, "ret_p1w": 0.0191233645621689, "ret_signed_p1w": 0.0191233645621689, "alpha_spy_p1w": 0.00912750949683705, "alpha_c_p1w": -0.013866615493219214, "bench_spy_p1w": 0.009995855065331849, "bench_c_p1w": 0.03298998005538811, "ret_p1m": 0.05539843709316683, "ret_signed_p1m": 0.05539843709316683, "alpha_spy_p1m": 0.09399729181803473, "alpha_c_p1m": 0.09813259025494481, "bench_spy_p1m": -0.038598854724867904, "bench_c_p1m": -0.04273415316177798, "ret_p3m": 0.6197321738237402, "ret_signed_p3m": 0.6197321738237402, "alpha_spy_p3m": 0.5404984753260733, "alpha_c_p3m": 0.2958684256599362, "bench_spy_p3m": 0.07923369849766693, "bench_c_p3m": 0.32386374816380403, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.05539843709316683, "alpha_spy_stated": 0.09399729181803473, "alpha_c_stated": 0.09813259025494481, "price_path": [-0.5076, -0.4683, -0.4668, -0.4532, -0.4532, -0.4384, -0.429, -0.4313, -0.444, -0.4618, -0.4367, -0.4137, -0.4006, -0.3738, -0.3863, -0.4274, -0.436, -0.4479, -0.4645, -0.4098, -0.3685, -0.3432, -0.344, -0.3192, -0.3192, -0.3237, -0.3007, -0.3048, -0.322, -0.322, -0.2507, -0.2585, -0.1842, -0.1934, -0.2231, -0.1802, -0.1784, -0.1967, -0.2081, -0.2003, -0.1383, -0.1383, -0.1329, -0.0756, -0.0555, -0.0506, -0.0757, -0.0254, 0.034, 0.0353, -0.0144, 0.04, -0.0036, -0.0987, -0.0904, -0.0624, -0.089, -0.1133, -0.0252, -0.0166, -0.0221, -0.0221, -0.0503, 0.0, -0.0086, 0.0172, 0.0, -0.007, 0.0191, -0.0128, -0.0204, -0.0197, -0.098, -0.0479, -0.0568, -0.1203, -0.0751, -0.0424, -0.0054, -0.0371, 0.0123, 0.0495, 0.0968, 0.0969, 0.0554, 0.0046, -0.0394, -0.0604, -0.0923, -0.1556, -0.1514, -0.2352, -0.1971, -0.1258, -0.1296, -0.1296, -0.1022, -0.1027, -0.0334, 0.0018, -0.0004, 0.0138, 0.1067, 0.0843, 0.0866, 0.0815, 0.0657, 0.068, 0.1585, 0.1448, 0.1805, 0.2467, 0.1985, 0.2322, 0.2291, 0.2886, 0.37, 0.5215, 0.5842, 0.5368, 0.7749, 0.8902, 0.8218, 0.9099, 0.8442, 0.7222, 0.6197, 0.6606, 0.7396, 0.8112, 0.7848, 0.7848, 1.1291, 1.2064, 1.1948, 1.3077, 1.4609, 1.5289, 1.5657, 1.3671, 1.0534, 1.256, 1.2242, 1.1196, 1.3668, 1.3329, 1.5857, 1.4259, 1.4792, 1.695, 1.695, 1.8789, 1.4996, 1.4996, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2023995297949434092", "ticker_idx": 1, "ts": "2026-02-18T05:37:37+00:00", "symbol": "SNDK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU $SNDK What does $600B in CapEx tell you? That humanity's appetite for intelligence has no ceiling. We're just getting started.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish MU and SNDK on insatiable AI-driven demand for memory; $600B CapEx cycle just beginning.", "resolved_tickers": ["SNDK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU $SNDK What does $600B in CapEx tell you? That humanity's appetite for intelligence has no ceiling.\n\nInfinite Intelligence, Infinite Context, Infinite Memory\n\nWe're just getting started. https://t.co/uufqVEwP3M", "reply_text": null, "parent_text": null, "quoted_text": "Here's the P/E and P/S Ratio of $MU that enables AI GPUs with super fast High Bandwith Memory Cubes. Their HBM sales grew 50% sequentially and DRAM/NAND prices have bottomed. Micron intends to take at least 27% of the whole HBM market.\n\nForward P/E ratio: 10.41\nForward P/S ratio https://t.co/TSLBx04ENf", "parent_author": null, "ret_m1d": -0.016339102531129024, "ret_signed_m1d": -0.016339102531129024, "alpha_spy_m1d": -0.011326646269309348, "alpha_c_m1d": -0.006190632443660471, "bench_spy_m1d": -0.0050124562618196755, "bench_c_m1d": -0.010148470087468553, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03446036242519779, "ret_signed_p1d": 0.03446036242519779, "alpha_spy_p1d": 0.03709770674874735, "alpha_c_p1d": 0.03942810854866463, "bench_spy_p1d": -0.002637344323549562, "bench_c_p1d": -0.004967746123466843, "ret_p1w": 0.0532644556434847, "ret_signed_p1w": 0.0532644556434847, "alpha_spy_p1w": 0.04326860057815285, "alpha_c_p1w": 0.03836143437587802, "bench_spy_p1w": 0.009995855065331849, "bench_c_p1w": 0.014903021267606675, "ret_p1m": 0.2859593528647182, "ret_signed_p1m": 0.2859593528647182, "alpha_spy_p1m": 0.3245582075895861, "alpha_c_p1m": 0.3035593335859901, "bench_spy_p1m": -0.038598854724867904, "bench_c_p1m": -0.01759998072127189, "ret_p3m": 1.2202031238531763, "ret_signed_p3m": 1.2202031238531763, "alpha_spy_p3m": 1.1409694253555094, "alpha_c_p3m": 0.9812791113506607, "bench_spy_p3m": 0.07923369849766693, "bench_c_p3m": 0.2389240125025156, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.2859593528647182, "alpha_spy_stated": 0.3245582075895861, "alpha_c_stated": 0.3035593335859901, "price_path": [-0.6664, -0.622, -0.6327, -0.6418, -0.6418, -0.6281, -0.65, -0.658, -0.6762, -0.6447, -0.6195, -0.6245, -0.6345, -0.6122, -0.5976, -0.6566, -0.6638, -0.6514, -0.6555, -0.6345, -0.6042, -0.5985, -0.5921, -0.5835, -0.5835, -0.5835, -0.5932, -0.5999, -0.6046, -0.6046, -0.5416, -0.5435, -0.4177, -0.4111, -0.4428, -0.3714, -0.3516, -0.3507, -0.3541, -0.3184, -0.3111, -0.3111, -0.2453, -0.1651, -0.1615, -0.2108, -0.2159, -0.1982, -0.1212, -0.1018, -0.0402, 0.108, 0.1584, -0.0264, -0.0403, -0.0041, -0.0283, -0.0979, -0.0018, 0.0498, 0.0436, 0.0436, -0.0163, 0.0, 0.0345, 0.0826, 0.1101, 0.0635, 0.0533, 0.0858, 0.0582, 0.0311, -0.0583, -0.0022, -0.058, -0.1217, -0.0194, 0.0308, 0.0917, 0.0307, 0.102, 0.1719, 0.1995, 0.2553, 0.286, 0.1821, 0.17, 0.17, 0.129, 0.0046, 0.0257, -0.0465, 0.0582, 0.1538, 0.1685, 0.1685, 0.2069, 0.1839, 0.3006, 0.4183, 0.4187, 0.5864, 0.5731, 0.4852, 0.5314, 0.534, 0.5207, 0.5048, 0.6307, 0.553, 0.6487, 0.7825, 0.6695, 0.7725, 0.8263, 0.977, 1.0917, 1.3423, 1.3484, 1.2318, 1.6022, 1.5775, 1.4184, 1.4104, 1.303, 1.3445, 1.2202, 1.3039, 1.3194, 1.5687, 1.4628, 1.4628, 1.6475, 1.6481, 1.7342, 1.8231, 1.9338, 1.8587, 2.0505, 1.9308, 1.5971, 1.7348, 1.7424, 1.7369, 2.1338, 2.298, 2.5108, 2.317, 2.2625, 2.6388, 2.6388, 2.787, 2.2705, 2.2705, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2010268370164437236", "ticker_idx": 0, "ts": "2026-01-11T08:31:43+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Micron is going through what I call a paradigm shift. That's all it matters.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish MU on a fundamental paradigm shift; no specific price target given.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@cryptodigitals I have no target. Micron is going through what I call a paradigm shift. That's all it matters.", "reply_text": null, "parent_text": "@TradexWhisperer Whats next does $MU just keep going and whats your pt on it ?", "quoted_text": null, "parent_author": "cryptodigitals", "ret_m1d": -0.0022551554638750027, "ret_signed_m1d": -0.0022551554638750027, "alpha_spy_m1d": -0.0006871848559977245, "alpha_c_m1d": 0.0014309204791634889, "bench_spy_m1d": -0.0015679706078772782, "bench_c_m1d": -0.0036860759430384915, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.02237836632576584, "ret_signed_p1d": -0.02237836632576584, "alpha_spy_p1d": -0.02037885956038399, "alpha_c_p1d": -0.024605354266768242, "bench_spy_p1d": -0.0019995067653818532, "bench_c_p1d": 0.0022269879410024007, "ret_p1w": 0.048804501907498965, "ret_signed_p1w": 0.048804501907498965, "alpha_spy_p1w": 0.0538393257897285, "alpha_c_p1w": 0.02389790564702321, "bench_spy_p1w": -0.005034823882229533, "bench_c_p1w": 0.024906596260475755, "ret_p1m": 0.0791626830559422, "ret_signed_p1m": 0.0791626830559422, "alpha_spy_p1m": 0.08353577108772958, "alpha_c_p1m": 0.043069901682523115, "bench_spy_p1m": -0.0043730880317873755, "bench_c_p1m": 0.03609278137341909, "ret_p3m": 0.21920688403241706, "ret_signed_p3m": 0.21920688403241706, "alpha_spy_p3m": 0.2384732213699422, "alpha_c_p3m": 0.11771199455102921, "bench_spy_p3m": -0.01926633733752514, "bench_c_p3m": 0.10149488948138785, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.0791626830559422, "alpha_spy_stated": 0.08353577108772958, "alpha_c_stated": 0.043069901682523115, "price_path": [-0.4453, -0.4147, -0.4151, -0.4024, -0.4154, -0.4264, -0.4026, -0.367, -0.3639, -0.3587, -0.345, -0.3526, -0.3533, -0.3217, -0.3699, -0.3136, -0.3112, -0.3124, -0.2679, -0.3032, -0.2922, -0.3152, -0.2866, -0.3007, -0.3396, -0.3471, -0.418, -0.4007, -0.3528, -0.3511, -0.3345, -0.3345, -0.3166, -0.305, -0.3079, -0.3233, -0.345, -0.3144, -0.2864, -0.2705, -0.2379, -0.253, -0.3031, -0.3136, -0.328, -0.3482, -0.2817, -0.2315, -0.2006, -0.2016, -0.1715, -0.1715, -0.1769, -0.1489, -0.1539, -0.1748, -0.1748, -0.088, -0.0975, -0.0071, -0.0183, -0.0545, -0.0023, 0.0, -0.0224, -0.0362, -0.0267, 0.0488, 0.0488, 0.0553, 0.125, 0.1495, 0.1555, 0.125, 0.1861, 0.2585, 0.26, 0.1995, 0.2658, 0.2127, 0.0969, 0.107, 0.1412, 0.1088, 0.0792, 0.1864, 0.1969, 0.1902, 0.1902, 0.1559, 0.2171, 0.2067, 0.238, 0.2171, 0.2086, 0.2404, 0.2015, 0.1923, 0.1931, 0.0978, 0.1587, 0.148, 0.0706, 0.1256, 0.1655, 0.2105, 0.172, 0.2321, 0.2774, 0.3349, 0.335, 0.2845, 0.2227, 0.1691, 0.1436, 0.1047, 0.0277, 0.0328, -0.0692, -0.0228, 0.064, 0.0593, 0.0593, 0.0927, 0.0921, 0.1765, 0.2192, 0.2165, 0.2338, 0.3469, 0.3196, 0.3225, 0.3163, 0.297, 0.2998, 0.41, 0.3934, 0.4367, 0.5173, 0.4586, 0.4996, 0.4959, 0.5683, 0.6674, 0.8518, 0.9281, 0.8704, 1.1601, 1.3005, 1.2173, 1.3245, 1.2446, 1.0961, 0.9713, 1.0211, 1.1173, 1.2044, 1.1722, 1.1722, 1.5913, 1.6854, 1.6713, 1.8086, 1.9952, 2.0779, 2.1226, 1.8809, 1.4991, 1.7458, 1.707, 1.5797, 1.8805, 1.8393, 2.147, 1.9525, 2.0174, 2.28, 2.28, 2.5039, 2.0422, 2.0422, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:1998795027980628397", "ticker_idx": 0, "ts": "2025-12-10T16:40:45+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU My followers who listened are getting filthy rich here 💰", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish MU; author claims followers who acted on prior call are profiting.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "🟦 $MU My followers who listened are getting filthy rich here 💰 https://t.co/AFcKOxoH85", "reply_text": null, "parent_text": null, "quoted_text": "So what's up with Micron Technology $MU? Why did so many analysts lower the price targets but still rated it as Bullish? A bit contradicting isn't it? Well, here's the answer.\n\nThe DRAM spot prices have been mostly flat. The 'recovery' didn't come as soon as they initially https://t.co/GgCJ7xL1t0", "parent_author": null, "ret_m1d": -0.04281206263698545, "ret_signed_m1d": -0.04281206263698545, "alpha_spy_m1d": -0.0362237025415626, "alpha_c_m1d": -0.029179296537050314, "bench_spy_m1d": -0.006588360095422852, "bench_c_m1d": -0.013632766099935134, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.01990819690966039, "ret_signed_p1d": -0.01990819690966039, "alpha_spy_p1d": -0.022235232654214787, "alpha_c_p1d": -0.011327603866046032, "bench_spy_p1d": 0.0023270357445543954, "bench_c_p1d": -0.00858059304361436, "ret_p1w": -0.14481808941535756, "ret_signed_p1w": -0.14481808941535756, "alpha_spy_p1w": -0.12130051966447719, "alpha_c_p1w": -0.05163438245252372, "bench_spy_p1w": -0.023517569750880374, "bench_c_p1w": -0.09318370696283385, "ret_p1m": 0.24057531202904925, "ret_signed_p1m": 0.24057531202904925, "alpha_spy_p1m": 0.23479052618319796, "alpha_c_p1m": 0.2243784903647028, "bench_spy_p1m": 0.005784785845851292, "bench_c_p1m": 0.01619682166434644, "ret_p3m": 0.4769152243676609, "ret_signed_p3m": 0.4769152243676609, "alpha_spy_p3m": 0.4875261994662572, "alpha_c_p3m": 0.41945170655609143, "bench_spy_p3m": -0.01061097509859632, "bench_c_p3m": 0.05746351781156944, "ret_p6m": 2.779989465067247, "ret_signed_p6m": 2.779989465067247, "alpha_spy_p6m": 2.6726099987433, "alpha_c_p6m": 2.097330742221245, "bench_spy_p6m": 0.10737946632394668, "bench_c_p6m": 0.6826587228460019, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.24057531202904925, "alpha_spy_stated": 0.23479052618319796, "alpha_c_stated": 0.2243784903647028, "price_path": [-0.4042, -0.4021, -0.3981, -0.3937, -0.36, -0.3833, -0.3761, -0.3694, -0.3872, -0.4057, -0.404, -0.3789, -0.3659, -0.3097, -0.3036, -0.2877, -0.2759, -0.2959, -0.2547, -0.2707, -0.3114, -0.269, -0.2907, -0.2722, -0.232, -0.2326, -0.2159, -0.2329, -0.2474, -0.2161, -0.1695, -0.1654, -0.1585, -0.1406, -0.1505, -0.1515, -0.11, -0.1732, -0.0994, -0.0962, -0.0978, -0.0395, -0.0857, -0.0713, -0.1015, -0.064, -0.0825, -0.1335, -0.1433, -0.2364, -0.2136, -0.1508, -0.1486, -0.1268, -0.1268, -0.1033, -0.0882, -0.0918, -0.1121, -0.1405, -0.1005, -0.0637, -0.0428, 0.0, -0.0199, -0.0856, -0.0994, -0.1183, -0.1448, -0.0575, 0.0084, 0.0488, 0.0476, 0.0871, 0.0871, 0.0799, 0.1167, 0.1101, 0.0827, 0.0827, 0.1966, 0.1842, 0.3028, 0.2881, 0.2406, 0.3091, 0.3121, 0.2827, 0.2646, 0.277, 0.3761, 0.3761, 0.3847, 0.4761, 0.5083, 0.5161, 0.476, 0.5563, 0.6513, 0.6532, 0.5739, 0.6608, 0.5912, 0.4393, 0.4525, 0.4973, 0.4548, 0.416, 0.5567, 0.5704, 0.5617, 0.5617, 0.5166, 0.5969, 0.5832, 0.6243, 0.597, 0.5858, 0.6274, 0.5765, 0.5644, 0.5655, 0.4403, 0.5204, 0.5062, 0.4048, 0.4769, 0.5292, 0.5883, 0.5377, 0.6166, 0.676, 0.7515, 0.7516, 0.6854, 0.6043, 0.5339, 0.5005, 0.4495, 0.3485, 0.3551, 0.2213, 0.2822, 0.3961, 0.3899, 0.3899, 0.4337, 0.433, 0.5436, 0.5997, 0.5962, 0.6189, 0.7673, 0.7315, 0.7353, 0.7271, 0.7018, 0.7055, 0.8501, 0.8282, 0.8851, 0.9908, 0.9139, 0.9676, 0.9627, 1.0578, 1.1877, 1.4297, 1.5298, 1.4541, 1.8343, 2.0184, 1.9093, 2.0499, 1.9451, 1.7502, 1.5866, 1.6518, 1.778, 1.8923, 1.8502, 1.8502, 2.4, 2.5235, 2.5049, 2.6851, 2.9299, 3.0384, 3.0972, 2.78]}
{"unit_id": "quote:1973549989042499825", "ticker_idx": 0, "ts": "2025-10-02T00:45:58+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$PLTR $210 Incoming 🔥", "tweet_type": "prediction", "timeline": "weeks", "summary": "Endorses PLTR reaching $210 by next earnings.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "$PLTR $210 Incoming 🔥", "reply_text": null, "parent_text": null, "quoted_text": "Here's my $PLTR PT range by next earnings\n\n$210.8 - $227.4", "parent_author": null, "ret_m1d": -0.011226977114427217, "ret_signed_m1d": -0.011226977114427217, "alpha_spy_m1d": -0.010076477491735236, "alpha_c_m1d": -0.010076477491735236, "bench_spy_m1d": -0.0011504996226919806, "bench_c_m1d": -0.0011504996226919806, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0747393504381324, "ret_signed_p1d": -0.0747393504381324, "alpha_spy_p1d": -0.07472463699079557, "alpha_c_p1d": -0.07472463699079557, "bench_spy_p1d": -1.4713447336833774e-05, "bench_c_p1d": -1.4713447336833774e-05, "ret_p1w": -0.008446948972342438, "ret_signed_p1w": -0.008446948972342438, "alpha_spy_p1w": -0.011345957892921588, "alpha_c_p1w": -0.011345957892921588, "bench_spy_p1w": 0.002899008920579149, "bench_c_p1w": 0.002899008920579149, "ret_p1m": 0.07174551162788223, "ret_signed_p1m": 0.07174551162788223, "alpha_spy_p1m": 0.05255880846450944, "alpha_c_p1m": 0.05255880846450944, "bench_spy_p1m": 0.019186703163372787, "bench_c_p1m": 0.019186703163372787, "ret_p3m": -0.033199714581928386, "ret_signed_p3m": -0.033199714581928386, "alpha_spy_p3m": -0.06281641272617644, "alpha_c_p3m": -0.06281641272617644, "bench_spy_p3m": 0.029616698144248055, "bench_c_p3m": 0.029616698144248055, "ret_p6m": -0.23517778548761514, "ret_signed_p6m": -0.23517778548761514, "alpha_spy_p6m": -0.18807902901300866, "alpha_c_p6m": -0.18807902901300866, "bench_spy_p6m": -0.047098756474606485, "bench_c_p6m": -0.047098756474606485, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.07174551162788223, "alpha_spy_stated": 0.05255880846450944, "alpha_c_stated": 0.05255880846450944, "price_path": [-0.2562, -0.2531, -0.2348, -0.2382, -0.2403, -0.2026, -0.2057, -0.1932, -0.1767, -0.1793, -0.1885, -0.203, -0.1733, -0.1721, -0.151, -0.1559, -0.1647, -0.152, -0.1534, -0.1752, -0.1411, -0.0737, -0.0401, -0.0259, -0.0005, -0.0234, -0.0004, -0.0143, -0.0322, -0.0528, -0.0696, -0.1566, -0.1659, -0.165, -0.1513, -0.1597, -0.14, -0.1621, -0.1547, -0.1622, -0.1622, -0.1602, -0.1719, -0.1652, -0.1814, -0.1655, -0.132, -0.1086, -0.1213, -0.0835, -0.0847, -0.0898, -0.1001, -0.0539, -0.0249, -0.0413, -0.0241, -0.04, -0.0424, -0.0507, -0.0438, -0.0248, -0.0112, 0.0, -0.0747, -0.0402, -0.0261, -0.0187, -0.0084, -0.0621, -0.0526, -0.0391, -0.0397, -0.0477, -0.0476, -0.0292, -0.0296, -0.0618, -0.0351, -0.0129, 0.0114, 0.0136, 0.0629, 0.0401, 0.0717, 0.1076, 0.0197, 0.0045, -0.0642, -0.0488, 0.0351, 0.0209, -0.0154, -0.0797, -0.0697, -0.0845, -0.1054, -0.1156, -0.1674, -0.1721, -0.1326, -0.1256, -0.1138, -0.1138, -0.0994, -0.1046, -0.0875, -0.0586, -0.0488, -0.0283, -0.0297, -0.0279, 0.0046, 0.0026, -0.0186, -0.0203, 0.0037, -0.0522, -0.0073, 0.0338, 0.037, 0.0379, 0.0381, 0.0381, 0.0089, -0.0153, -0.0332, -0.0497, -0.0497, -0.1026, -0.0696, -0.0392, -0.0287, -0.0545, -0.0511, -0.0408, -0.0433, -0.0462, -0.0534, -0.086, -0.086, -0.099, -0.1161, -0.1131, -0.0933, -0.1047, -0.1141, -0.1588, -0.1881, -0.2163, -0.2101, -0.1559, -0.254, -0.3049, -0.2735, -0.236, -0.2542, -0.2746, -0.3096, -0.2975, -0.2975, -0.2889, -0.2762, -0.2789, -0.277, -0.3018, -0.3112, -0.2826, -0.2732, -0.2666, -0.2239, -0.2129, -0.181, -0.1838, -0.1598, -0.1637, -0.192, -0.1895, -0.1794, -0.193, -0.1835, -0.1709, -0.1833, -0.1677, -0.1944, -0.1401, -0.1725, -0.1716, -0.2111, -0.2352]}
{"unit_id": "quote:1991324584583598230", "ticker_idx": 0, "ts": "2025-11-20T01:55:52+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Bull Flag Structure. Ready to take off from the volume concentration level ($93.4)", "tweet_type": "prediction", "timeline": "days", "summary": "Bullish NBIS: bull flag ready to take off from $93.4 volume concentration; add to winners on blue candles.", "resolved_tickers": ["NBIS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "quote", "lang": "en", "tweet_text": "🟦 $NBIS Bull Flag Structure. Ready to take off from the volume concentration level ($93.4)\n\nPerfect example of \"add to your winners\" on every (D) BLUE candle 💰💶\n\n250+ Daily BLUE Candle Alerts. Free Trial:\nhttps://t.co/ZQDP5HCFyq https://t.co/ou0BmZou31", "reply_text": null, "parent_text": null, "quoted_text": "🟦 $NBIS Perfect example of \"add to your winners\"\n\nAdd when? (D) BLUE candle: 476% gains 💰💷\n\n250+ Daily BLUE Candle Alerts. Free Trial:\nhttps://t.co/ZQDP5HCFyq https://t.co/5bvOXQy1vZ", "parent_author": null, "ret_m1d": 0.1232277927739609, "ret_signed_m1d": 0.1232277927739609, "alpha_spy_m1d": 0.10774964399518594, "alpha_c_m1d": 0.11213389599231238, "bench_spy_m1d": 0.015478148778774958, "bench_c_m1d": 0.011093896781648516, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.01630431549349398, "ret_signed_p1d": -0.01630431549349398, "alpha_spy_p1d": -0.026265453662459026, "alpha_c_p1d": -0.03385453089662949, "bench_spy_p1d": 0.009961138168965045, "bench_c_p1d": 0.017550215403135505, "ret_p1w": 0.11873822216717711, "ret_signed_p1w": 0.11873822216717711, "alpha_spy_p1w": 0.07713099507001431, "alpha_c_p1w": 0.07790889891854258, "bench_spy_p1w": 0.0416072270971628, "bench_c_p1w": 0.04082932324863453, "ret_p1m": 0.05694706674836891, "ret_signed_p1m": 0.05694706674836891, "alpha_spy_p1m": 0.01086326907434465, "alpha_c_p1m": -0.002614583197856346, "bench_spy_p1m": 0.04608379767402426, "bench_c_p1m": 0.05956164994622526, "ret_p3m": 0.15217388169066082, "ret_signed_p3m": 0.15217388169066082, "alpha_spy_p3m": 0.10261651196682453, "alpha_c_p3m": 0.10852243048908461, "bench_spy_p3m": 0.049557369723836286, "bench_c_p3m": 0.04365145120157621, "ret_p6m": 1.5985350192276249, "ret_signed_p6m": 1.5985350192276249, "alpha_spy_p6m": 1.4593095811855836, "alpha_c_p6m": 1.5361778433829343, "bench_spy_p6m": 0.13922543804204124, "bench_c_p6m": 0.06235717584469058, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": 0.11873822216717711, "alpha_spy_stated": 0.07713099507001431, "alpha_c_stated": 0.07790889891854258, "price_path": [-0.1727, -0.1673, -0.1718, -0.1489, -0.1928, -0.1928, -0.2235, -0.2244, -0.2331, -0.2265, -0.2431, 0.1309, 0.1034, 0.0538, 0.0682, 0.0747, 0.0566, 0.1115, 0.112, 0.1733, 0.2595, 0.2736, 0.3378, 0.2753, 0.2724, 0.3022, 0.3264, 0.3659, 0.4871, 0.5121, 0.4761, 0.3906, 0.4414, 0.5671, 0.531, 0.6004, 0.5141, 0.4866, 0.4537, 0.3403, 0.2878, 0.232, 0.1652, 0.2543, 0.3854, 0.4819, 0.4394, 0.478, 0.4672, 0.5456, 0.4233, 0.306, 0.3823, 0.293, 0.3147, 0.299, 0.2077, 0.1148, 0.0471, -0.013, 0.0158, 0.0697, 0.1232, 0.0, -0.0163, 0.0858, 0.0501, 0.1187, 0.1187, 0.1209, 0.1832, 0.1395, 0.1687, 0.2146, 0.1583, 0.1854, 0.1391, 0.1057, 0.1139, 0.036, -0.0414, -0.0436, -0.1086, -0.0774, 0.0569, 0.1015, 0.0637, 0.0767, 0.0767, 0.0349, 0.0165, 0.0063, -0.011, -0.011, 0.0627, 0.0968, 0.1843, 0.1367, 0.1496, 0.157, 0.2681, 0.2456, 0.2049, 0.2274, 0.2846, 0.2846, 0.1731, 0.1681, 0.1443, 0.1165, 0.0806, 0.1563, 0.1866, 0.1213, 0.0065, 0.0416, 0.0627, -0.0266, -0.1272, 0.0172, 0.0974, 0.0845, 0.0469, 0.0601, 0.158, 0.158, 0.1522, 0.2027, 0.2714, 0.1569, 0.1887, 0.212, 0.2538, 0.2391, 0.0774, 0.0753, 0.0255, 0.1552, 0.1301, 0.0554, 0.1217, 0.1393, 0.3232, 0.2765, 0.3345, 0.5341, 0.3744, 0.4008, 0.4357, 0.3897, 0.3487, 0.3576, 0.3598, 0.252, 0.1912, 0.09, 0.2259, 0.2045, 0.2857, 0.2857, 0.3296, 0.3871, 0.4768, 0.6107, 0.7128, 0.8261, 0.9133, 0.9703, 0.9534, 0.8566, 0.8804, 0.8496, 0.8448, 0.8559, 0.7387, 0.7127, 0.601, 0.6681, 0.6332, 0.8253, 1.0844, 1.0784, 1.3049, 1.183, 1.0918, 1.1987, 1.1161, 1.4488, 1.6128, 1.5985]}
{"unit_id": "quote:1966852455993667742", "ticker_idx": 0, "ts": "2025-09-13T13:12:22+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "PT $223 Incoming in 2025", "tweet_type": "prediction", "timeline": "months", "summary": "Price target $223 for PLTR in 2025, bullish on Palantir's monopoly in Automated Governance.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "$PLTR Good Morning, Afternoon and Evening!\n\nPT $223 Incoming in 2025 https://t.co/9gm8Vmjr0u", "reply_text": null, "parent_text": null, "quoted_text": "$PLTR valuation makes ZERO sense \n\nBut then why do institutions keep buying it?\nWhat do they know that you don't?\n\nI work in BIG DATA analytics and let me share the secrets of Palantir in the most basic way\n\nPalantir has monopoly on Automated Governance, serving as the ultimate https://t.co/XGLRmO7rq8", "parent_author": null, "ret_m1d": 0.0012848896284531897, "ret_signed_m1d": 0.0012848896284531897, "alpha_spy_m1d": 0.006580471700824764, "alpha_c_m1d": 0.006580471700824764, "bench_spy_m1d": -0.005295582072371574, "bench_c_m1d": -0.005295582072371574, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.00554881239283489, "ret_signed_p1d": -0.00554881239283489, "alpha_spy_p1d": -0.004171927439574841, "alpha_c_p1d": -0.004171927439574841, "bench_spy_p1d": -0.0013768849532600491, "bench_c_p1d": -0.0013768849532600491, "ret_p1w": 0.04742710588615284, "ret_signed_p1w": 0.04742710588615284, "alpha_spy_p1w": 0.035657195257620566, "alpha_c_p1w": 0.035657195257620566, "bench_spy_p1w": 0.011769910628532276, "bench_c_p1w": 0.011769910628532276, "ret_p1m": 0.04982184711640447, "ret_signed_p1m": 0.04982184711640447, "alpha_spy_p1m": 0.04504654192993862, "alpha_c_p1m": 0.04504654192993862, "bench_spy_p1m": 0.00477530518646585, "bench_c_p1m": 0.00477530518646585, "ret_p3m": 0.09537986059165893, "ret_signed_p3m": 0.09537986059165893, "alpha_spy_p3m": 0.04972957891196006, "alpha_c_p3m": 0.04972957891196006, "bench_spy_p3m": 0.04565028167969887, "bench_c_p3m": 0.04565028167969887, "ret_p6m": -0.11722449937029977, "ret_signed_p6m": -0.11722449937029977, "alpha_spy_p6m": -0.14771886885764784, "alpha_c_p6m": -0.14771886885764784, "bench_spy_p6m": 0.030494369487348072, "bench_c_p6m": 0.030494369487348072, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.04982184711640447, "alpha_spy_stated": 0.04504654192993862, "alpha_c_stated": 0.04504654192993862, "price_path": [-0.1825, -0.1825, -0.1981, -0.1828, -0.1634, -0.1654, -0.1575, -0.2364, -0.2038, -0.2367, -0.2283, -0.2152, -0.2152, -0.1874, -0.184, -0.164, -0.1677, -0.17, -0.1288, -0.1322, -0.1186, -0.1006, -0.1033, -0.1134, -0.1293, -0.0968, -0.0955, -0.0725, -0.0779, -0.0874, -0.0736, -0.0751, -0.0989, -0.0616, 0.012, 0.0487, 0.0642, 0.092, 0.067, 0.0921, 0.0769, 0.0573, 0.0348, 0.0165, -0.0786, -0.0888, -0.0878, -0.0728, -0.082, -0.0604, -0.0846, -0.0765, -0.0847, -0.0847, -0.0825, -0.0953, -0.088, -0.1057, -0.0883, -0.0517, -0.0261, -0.04, 0.0013, 0.0, -0.0055, -0.0168, 0.0336, 0.0653, 0.0474, 0.0662, 0.0488, 0.0462, 0.0371, 0.0447, 0.0655, 0.0803, 0.0925, 0.0109, 0.0486, 0.064, 0.0721, 0.0833, 0.0247, 0.035, 0.0498, 0.0491, 0.0404, 0.0405, 0.0606, 0.0602, 0.025, 0.0541, 0.0784, 0.105, 0.1074, 0.1612, 0.1363, 0.1709, 0.2101, 0.1141, 0.0975, 0.0224, 0.0392, 0.1308, 0.1154, 0.0757, 0.0054, 0.0164, 0.0002, -0.0227, -0.0338, -0.0903, -0.0956, -0.0523, -0.0447, -0.0318, -0.0318, -0.0161, -0.0217, -0.003, 0.0284, 0.0392, 0.0616, 0.06, 0.0621, 0.0975, 0.0954, 0.0722, 0.0703, 0.0966, 0.0355, 0.0846, 0.1295, 0.133, 0.1339, 0.1341, 0.1341, 0.1022, 0.0758, 0.0562, 0.0382, 0.0382, -0.0196, 0.0165, 0.0496, 0.0612, 0.033, 0.0367, 0.0479, 0.0453, 0.042, 0.0342, -0.0015, -0.0015, -0.0157, -0.0343, -0.031, -0.0094, -0.0218, -0.0322, -0.081, -0.113, -0.1438, -0.137, -0.0779, -0.185, -0.2406, -0.2062, -0.1653, -0.1852, -0.2075, -0.2458, -0.2325, -0.2325, -0.2231, -0.2093, -0.2121, -0.2101, -0.2372, -0.2475, -0.2162, -0.206, -0.1987, -0.1521, -0.1401, -0.1053, -0.1083, -0.0821, -0.0863, -0.1172]}
{"unit_id": "quote:2019606003944419637", "ticker_idx": 0, "ts": "2026-02-06T02:56:08+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU Micron's SOCAMM2 is seriously underrated and it's the Future of Server DRAM", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish MU: SOCAMM2 adoption by Qualcomm and AMD positions Micron as key memory supplier for AI server systems.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU \"Qualcomm and AMD to Adopt SOCAMM2 Memory in AI Products.\"\n\nQualcomm and AMD are reportedly considering the integration of SOCAMM2 memory into their AI product lines to enhance memory capacity and speed. Following NVIDIA's \"Vera\" CPU, which features LPDDR5X memory on the SOCAMM factor, offering 1.2 TB/s of memory bandwidth and supporting up to 1.5 TB of LPDDR5X memory, Qualcomm and AMD aim to pursue a similar strategy to achieve high-speed, high-capacity AI systems. These systems require fast memory close to AI accelerators, and SOCAMM can complement the extensive HBM memory on the accelerators. It acts as a fast memory pool with sufficient capacity to store entire models in memory, reducing the need for data transfer to SSD flash storage.\n\nNVIDIA's SOCAMM approach involves surrounding the CPU with multiple SOCAMM modules, a strategy Qualcomm and AMD are expected to adopt in their AI solutions. AMD's Instinct MI accelerators, paired with EPYC CPUs, might be the next candidates for this integration, or AMD may develop a completely new system. Qualcomm already offers AI solutions like the AI200 and AI250 inference accelerators, which include up to 768 GB of LPDDR5 per card. These could soon be complemented by SOCAMM, allowing for standardized memory expansion based on the SOCAMM standard rather than soldering individual memory modules. This approach would enable manufacturers to offer various system versions and solutions by simply adding or removing SOCAMM modules, without the need for extensive PCB soldering work.\n\n-TechPowerUp", "reply_text": null, "parent_text": null, "quoted_text": "$MU Micron's SOCAMM2 is seriously underrated and it's the Future of Server DRAM\n\nThis low-power module offers 50% more capacity than the previous gen in the same tiny size, while slashing power usage by 67% than traditional server DRAM.\n\nPerfect for AI's energy bottlenecks https://t.co/WnJbK0ToMu", "parent_author": null, "ret_m1d": -0.029896801235108517, "ret_signed_m1d": -0.029896801235108517, "alpha_spy_m1d": -0.01107314262935255, "alpha_c_m1d": 0.021341806719581524, "bench_spy_m1d": -0.018823658605755966, "bench_c_m1d": -0.05123860795469004, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.028351368538319544, "ret_signed_p1d": -0.028351368538319544, "alpha_spy_p1d": -0.03317309525489687, "alpha_c_p1d": -0.04080001804903921, "bench_spy_p1d": 0.004821726716577324, "bench_c_p1d": 0.012448649510719667, "ret_p1w": 0.042995811110824844, "ret_signed_p1w": 0.042995811110824844, "alpha_spy_p1w": 0.05583935580761845, "alpha_c_p1w": 0.02788313236948481, "bench_spy_p1w": -0.012843544696793607, "bench_c_p1w": 0.015112678741340035, "ret_p1m": -0.013605593725321996, "ret_signed_p1m": -0.013605593725321996, "alpha_spy_p1m": 0.004276908604246343, "alpha_c_p1m": 0.004519636923064674, "bench_spy_p1m": -0.01788250232956834, "bench_c_p1m": -0.01812523064838667, "ret_p3m": 0.6896046503298983, "ret_signed_p3m": 0.6896046503298983, "alpha_spy_p3m": 0.6241357833850338, "alpha_c_p3m": 0.3208507150134883, "bench_spy_p3m": 0.06546886694486442, "bench_c_p3m": 0.36875393531641, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.013605593725321996, "alpha_spy_stated": 0.004276908604246343, "alpha_c_stated": 0.004519636923064674, "price_path": [-0.3894, -0.3798, -0.3999, -0.3749, -0.3872, -0.4213, -0.4278, -0.49, -0.4748, -0.4329, -0.4314, -0.4168, -0.4168, -0.4011, -0.391, -0.3935, -0.407, -0.426, -0.3992, -0.3746, -0.3607, -0.3321, -0.3454, -0.3893, -0.3985, -0.4111, -0.4288, -0.3705, -0.3265, -0.2995, -0.3003, -0.274, -0.274, -0.2787, -0.2542, -0.2586, -0.2769, -0.2769, -0.2008, -0.2091, -0.1299, -0.1397, -0.1715, -0.1257, -0.1237, -0.1433, -0.1554, -0.1471, -0.0809, -0.0809, -0.0752, -0.0141, 0.0073, 0.0126, -0.0142, 0.0394, 0.1028, 0.1041, 0.0512, 0.1092, 0.0627, -0.0387, -0.0299, 0.0, -0.0284, -0.0543, 0.0397, 0.0488, 0.043, 0.043, 0.0129, 0.0665, 0.0574, 0.0848, 0.0666, 0.0591, 0.0869, 0.0529, 0.0448, 0.0456, -0.038, 0.0154, 0.006, -0.0618, -0.0136, 0.0213, 0.0608, 0.027, 0.0797, 0.1194, 0.1698, 0.1699, 0.1256, 0.0715, 0.0245, 0.0021, -0.0319, -0.0994, -0.0949, -0.1843, -0.1437, -0.0676, -0.0717, -0.0717, -0.0425, -0.0429, 0.0309, 0.0684, 0.0661, 0.0812, 0.1803, 0.1564, 0.1589, 0.1535, 0.1366, 0.139, 0.2356, 0.221, 0.259, 0.3296, 0.2782, 0.3141, 0.3108, 0.3743, 0.4611, 0.6227, 0.6896, 0.639, 0.8929, 1.0159, 0.943, 1.037, 0.967, 0.8368, 0.7275, 0.7711, 0.8554, 0.9317, 0.9036, 0.9036, 1.2708, 1.3532, 1.3408, 1.4612, 1.6247, 1.6972, 1.7364, 1.5246, 1.19, 1.4061, 1.3722, 1.2606, 1.5242, 1.4881, 1.7577, 1.5873, 1.6442, 1.8743, 1.8743, 2.0705, 1.6659, 1.6659, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2009087856040628735", "ticker_idx": 0, "ts": "2026-01-08T02:20:46+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "My position still stands at +752%. I haven't sold a single share in my long term account", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Still holding PLTR long-term; actively focused on MU as memory demand surges.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "Dear Palantir followers,\n\nNo, I've not forgotten about $PLTR. My position still stands at +752%. I haven't sold a single share in my long term account\n\nI've been focused on $MU lately because the world needs more memory, BADLY.\n\nOwn Ontology, Buy Chips. Guidance from Alex Karp. https://t.co/OEKdQP6iNv", "reply_text": null, "parent_text": null, "quoted_text": "$PLTR valuation makes ZERO sense \n\nBut then why do institutions keep buying it?\nWhat do they know that you don't?\n\nI work in BIG DATA analytics and let me share the secrets of Palantir in the most basic way\n\nPalantir has monopoly on Automated Governance, serving as the ultimate https://t.co/XGLRmO7rq8", "parent_author": null, "ret_m1d": 0.027253149659593356, "ret_signed_m1d": 0.027253149659593356, "alpha_spy_m1d": 0.027151612036477868, "alpha_c_m1d": 0.027151612036477868, "bench_spy_m1d": 0.00010153762311548853, "bench_c_m1d": 0.00010153762311548853, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0035621671414582945, "ret_signed_p1d": 0.0035621671414582945, "alpha_spy_p1d": -0.0030512158554303337, "alpha_c_p1d": -0.0030512158554303337, "bench_spy_p1d": 0.006613382996888628, "bench_c_p1d": 0.006613382996888628, "ret_p1w": 0.001187417805848856, "ret_signed_p1w": 0.001187417805848856, "alpha_spy_p1w": -0.0027719265654517766, "alpha_c_p1w": -0.0027719265654517766, "bench_spy_p1w": 0.003959344371300633, "bench_c_p1w": 0.003959344371300633, "ret_p1m": -0.23159564951098277, "ret_signed_p1m": -0.23159564951098277, "alpha_spy_p1m": -0.23320547913601253, "alpha_c_p1m": -0.23320547913601253, "bench_spy_p1m": 0.0016098296250297572, "bench_c_p1m": 0.0016098296250297572, "ret_p3m": -0.15147570504172436, "ret_signed_p3m": -0.15147570504172436, "alpha_spy_p3m": -0.11015692264601662, "alpha_c_p3m": -0.11015692264601662, "bench_spy_p3m": -0.04131878239570774, "bench_c_p3m": -0.04131878239570774, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.23159564951098277, "alpha_spy_stated": -0.23320547913601253, "alpha_c_stated": -0.23320547913601253, "price_path": [0.002, 0.0163, 0.0156, 0.0071, 0.0073, 0.0267, 0.0263, -0.0077, 0.0205, 0.0439, 0.0697, 0.072, 0.1241, 0.1, 0.1335, 0.1714, 0.0785, 0.0624, -0.0102, 0.006, 0.0947, 0.0797, 0.0413, -0.0267, -0.0161, -0.0317, -0.0539, -0.0647, -0.1194, -0.1244, -0.0826, -0.0753, -0.0627, -0.0627, -0.0476, -0.053, -0.0349, -0.0044, 0.006, 0.0277, 0.0262, 0.0282, 0.0625, 0.0604, 0.0379, 0.0361, 0.0616, 0.0024, 0.0499, 0.0934, 0.0968, 0.0976, 0.0979, 0.0979, 0.067, 0.0414, 0.0225, 0.005, 0.005, -0.0509, -0.0159, 0.0161, 0.0273, 0.0, 0.0036, 0.0144, 0.0119, 0.0087, 0.0012, -0.0334, -0.0334, -0.0471, -0.0652, -0.062, -0.041, -0.0531, -0.0631, -0.1103, -0.1414, -0.1712, -0.1645, -0.1073, -0.211, -0.2649, -0.2316, -0.192, -0.2112, -0.2328, -0.2699, -0.257, -0.257, -0.2479, -0.2345, -0.2373, -0.2353, -0.2616, -0.2715, -0.2413, -0.2314, -0.2243, -0.1792, -0.1676, -0.1338, -0.1368, -0.1114, -0.1155, -0.1454, -0.1428, -0.1321, -0.1465, -0.1365, -0.1231, -0.1362, -0.1198, -0.148, -0.0906, -0.1248, -0.1238, -0.1657, -0.1911, -0.2223, -0.1729, -0.1717, -0.1606, -0.1606, -0.1636, -0.1515, -0.2041, -0.2622, -0.2759, -0.2516, -0.2327, -0.1963, -0.1928, -0.1723, -0.1751, -0.1747, -0.1371, -0.1995, -0.1909, -0.1909, -0.2017, -0.2199, -0.2134, -0.1854, -0.1743, -0.2315, -0.2435, -0.2251, -0.2209, -0.226, -0.231, -0.2647, -0.2439, -0.2424, -0.2359, -0.2352, -0.2245, -0.223, -0.2261, -0.2261, -0.2276, -0.2508, -0.1895, -0.1149, -0.0917, -0.1396, -0.196, -0.1988, -0.2337, -0.2284, -0.2533, -0.2638, -0.2588, -0.2763, -0.2383, -0.2466, -0.2614, -0.2736, -0.2736, -0.3243, -0.3402, -0.3402, null, null, null, null, null, null, null]}
{"unit_id": "quote:2009087856040628735", "ticker_idx": 1, "ts": "2026-01-08T02:20:46+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I've been focused on $MU lately because the world needs more memory, BADLY", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Still holding PLTR long-term; actively focused on MU as memory demand surges.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "Dear Palantir followers,\n\nNo, I've not forgotten about $PLTR. My position still stands at +752%. I haven't sold a single share in my long term account\n\nI've been focused on $MU lately because the world needs more memory, BADLY.\n\nOwn Ontology, Buy Chips. Guidance from Alex Karp. https://t.co/OEKdQP6iNv", "reply_text": null, "parent_text": null, "quoted_text": "$PLTR valuation makes ZERO sense \n\nBut then why do institutions keep buying it?\nWhat do they know that you don't?\n\nI work in BIG DATA analytics and let me share the secrets of Palantir in the most basic way\n\nPalantir has monopoly on Automated Governance, serving as the ultimate https://t.co/XGLRmO7rq8", "parent_author": null, "ret_m1d": 0.038315736170364545, "ret_signed_m1d": 0.038315736170364545, "alpha_spy_m1d": 0.038214198547249056, "alpha_c_m1d": 0.022378278119149053, "bench_spy_m1d": 0.00010153762311548853, "bench_c_m1d": 0.015937458051215492, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05525664460054358, "ret_signed_p1d": 0.05525664460054358, "alpha_spy_p1d": 0.04864326160365495, "alpha_c_p1d": 0.028236775643010636, "bench_spy_p1d": 0.006613382996888628, "bench_c_p1d": 0.027019868957532944, "ret_p1w": 0.029386653765638426, "ret_signed_p1w": 0.029386653765638426, "alpha_spy_p1w": 0.025427309394337794, "alpha_c_p1w": -0.01660519849701303, "bench_spy_p1w": 0.003959344371300633, "bench_c_p1w": 0.045991852262651456, "ret_p1m": 0.2069293047868832, "ret_signed_p1m": 0.2069293047868832, "alpha_spy_p1m": 0.20531947516185345, "alpha_c_p1m": 0.14711089153823798, "bench_spy_p1m": 0.0016098296250297572, "bench_c_p1m": 0.05981841324864523, "ret_p3m": 0.15509334962517585, "ret_signed_p3m": 0.15509334962517585, "alpha_spy_p3m": 0.1964121320208836, "alpha_c_p3m": 0.09989259416656959, "bench_spy_p3m": -0.04131878239570774, "bench_c_p3m": 0.055200755458606254, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.2069293047868832, "alpha_spy_stated": 0.20531947516185345, "alpha_c_stated": 0.14711089153823798, "price_path": [-0.4108, -0.4282, -0.4133, -0.3809, -0.3814, -0.368, -0.3817, -0.3933, -0.3682, -0.3305, -0.3272, -0.3217, -0.3073, -0.3153, -0.316, -0.2826, -0.3336, -0.274, -0.2715, -0.2728, -0.2257, -0.263, -0.2514, -0.2757, -0.2455, -0.2604, -0.3015, -0.3094, -0.3845, -0.3661, -0.3155, -0.3137, -0.2962, -0.2962, -0.2772, -0.265, -0.268, -0.2842, -0.3072, -0.2749, -0.2452, -0.2284, -0.1939, -0.21, -0.2629, -0.274, -0.2893, -0.3107, -0.2403, -0.1872, -0.1546, -0.1555, -0.1237, -0.1237, -0.1295, -0.0998, -0.1052, -0.1272, -0.1272, -0.0355, -0.0455, 0.0502, 0.0383, 0.0, 0.0553, 0.0576, 0.034, 0.0194, 0.0294, 0.1093, 0.1093, 0.1161, 0.1899, 0.2158, 0.2221, 0.1898, 0.2545, 0.3311, 0.3326, 0.2687, 0.3388, 0.2826, 0.1602, 0.1708, 0.2069, 0.1727, 0.1414, 0.2548, 0.2659, 0.2588, 0.2588, 0.2225, 0.2872, 0.2762, 0.3093, 0.2873, 0.2782, 0.3118, 0.2707, 0.261, 0.2619, 0.161, 0.2255, 0.2141, 0.1323, 0.1905, 0.2327, 0.2803, 0.2395, 0.3031, 0.351, 0.4118, 0.4119, 0.3585, 0.2932, 0.2365, 0.2095, 0.1684, 0.087, 0.0923, -0.0155, 0.0335, 0.1253, 0.1204, 0.1204, 0.1556, 0.1551, 0.2443, 0.2895, 0.2867, 0.3049, 0.4245, 0.3957, 0.3988, 0.3922, 0.3718, 0.3747, 0.4913, 0.4737, 0.5196, 0.6047, 0.5427, 0.5861, 0.5821, 0.6587, 0.7635, 0.9585, 1.0392, 0.9782, 1.2846, 1.4331, 1.3451, 1.4585, 1.374, 1.2169, 1.085, 1.1376, 1.2393, 1.3314, 1.2975, 1.2975, 1.7407, 1.8402, 1.8252, 1.9705, 2.1678, 2.2553, 2.3026, 2.047, 1.6432, 1.904, 1.8631, 1.7284, 2.0466, 2.0029, 2.3284, 2.1227, 2.1913, 2.4691, 2.4691, 2.7059, 2.2176, 2.2176, null, null, null, null, null, null, null]}
{"unit_id": "quote:1991394175653409217", "ticker_idx": 0, "ts": "2025-11-20T06:32:24+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "All of the value in the market is going to go to $NVDA CHIPS", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Endorses Palantir CEO Karp's claim that all market value flows to NVDA chips and PLTR's ontology platform.", "resolved_tickers": ["NVDA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "It's happening\n\n\"All of the value in the market is going to go to $NVDA CHIPS and what we call the $PLTR ONTOLOGY.\"\n\n-Palantir CEO Alex Karp.\n\nhttps://t.co/noBMhJjFDc", "reply_text": null, "parent_text": null, "quoted_text": "$PLTR valuation makes ZERO sense \n\nBut then why do institutions keep buying it?\nWhat do they know that you don't?\n\nI work in BIG DATA analytics and let me share the secrets of Palantir in the most basic way\n\nPalantir has monopoly on Automated Governance, serving as the ultimate https://t.co/XGLRmO7rq8", "parent_author": null, "ret_m1d": 0.03255094603954234, "ret_signed_m1d": 0.03255094603954234, "alpha_spy_m1d": 0.01707279726076738, "alpha_c_m1d": -0.011558602962739473, "bench_spy_m1d": 0.015478148778774958, "bench_c_m1d": 0.04410954900228181, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.009743183463424843, "ret_signed_p1d": -0.009743183463424843, "alpha_spy_p1d": -0.019704321632389887, "alpha_c_p1d": -0.01291150100366456, "bench_spy_p1d": 0.009961138168965045, "bench_c_p1d": 0.003168317540239718, "ret_p1w": -0.002103719734765419, "ret_signed_p1w": -0.002103719734765419, "alpha_spy_p1w": -0.04371094683192822, "alpha_c_p1w": -0.07165152425747345, "bench_spy_p1w": 0.0416072270971628, "bench_c_p1w": 0.06954780452270803, "ret_p1m": 0.0019934294386960705, "ret_signed_p1m": 0.0019934294386960705, "alpha_spy_p1m": -0.04409036823532819, "alpha_c_p1m": -0.09376175764900929, "bench_spy_p1m": 0.04608379767402426, "bench_c_p1m": 0.09575518708770536, "ret_p3m": 0.024027383794921642, "ret_signed_p3m": 0.024027383794921642, "alpha_spy_p3m": -0.025529985928914645, "alpha_c_p3m": -0.23336425855874277, "bench_spy_p3m": 0.049557369723836286, "bench_c_p3m": 0.2573916423536644, "ret_p6m": 0.24747983713235766, "ret_signed_p6m": 0.24747983713235766, "alpha_spy_p6m": 0.10825439909031642, "alpha_c_p6m": -0.46913394734182234, "bench_spy_p6m": 0.13922543804204124, "bench_c_p6m": 0.71661378447418, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.0019934294386960705, "alpha_spy_stated": -0.04409036823532819, "alpha_c_stated": -0.09376175764900929, "price_path": [-0.0047, 0.0062, 0.0053, -0.0027, -0.0358, -0.0358, -0.0546, -0.0555, -0.0498, -0.0755, -0.0683, -0.0547, -0.0184, -0.0192, -0.0156, -0.016, -0.0319, -0.0573, -0.0244, -0.022, 0.0164, -0.0122, -0.0203, -0.0163, -0.0136, 0.0067, 0.0329, 0.0365, 0.0457, 0.0386, 0.0271, 0.0244, 0.0469, 0.066, 0.014, 0.0425, -0.0034, -0.0045, 0.0065, 0.0143, 0.0111, 0.0029, -0.002, 0.0084, 0.0311, 0.0601, 0.1129, 0.1461, 0.1232, 0.121, 0.1453, 0.0999, 0.0807, 0.0412, 0.0416, 0.1019, 0.0693, 0.0729, 0.0344, 0.0528, 0.033, 0.004, 0.0326, 0.0, -0.0097, 0.0106, -0.0156, -0.0021, -0.0021, -0.0202, -0.004, 0.0045, -0.0058, 0.0152, 0.0099, 0.0272, 0.024, 0.0174, 0.0017, -0.0311, -0.024, -0.0161, -0.0536, -0.0359, 0.002, 0.0169, 0.0475, 0.0442, 0.0442, 0.0548, 0.042, 0.0383, 0.0325, 0.0325, 0.0455, 0.0415, 0.0366, 0.0469, 0.0244, 0.0234, 0.0239, 0.0287, 0.0139, 0.0355, 0.031, 0.031, -0.0142, 0.0149, 0.0233, 0.039, 0.0323, 0.0437, 0.0603, 0.0658, 0.0581, 0.0276, -0.0016, -0.0357, -0.0484, 0.0265, 0.0521, 0.0438, 0.0522, 0.0349, 0.0121, 0.0121, 0.024, 0.0407, 0.0402, 0.0509, 0.0605, 0.0677, 0.0827, 0.0236, -0.019, 0.0102, -0.0032, 0.0133, 0.015, -0.0156, 0.0112, 0.0229, 0.03, 0.014, -0.002, 0.0144, 0.0073, -0.0012, -0.0114, -0.0438, -0.0276, -0.03, -0.0107, -0.0519, -0.0725, -0.0855, -0.0344, -0.027, -0.0179, -0.0179, -0.0165, -0.014, 0.0081, 0.0182, 0.0443, 0.0481, 0.088, 0.101, 0.0982, 0.1166, 0.1187, 0.1066, 0.1211, 0.1053, 0.1531, 0.1993, 0.1802, 0.1585, 0.1049, 0.0987, 0.0989, 0.0879, 0.1506, 0.171, 0.1915, 0.2149, 0.2223, 0.2503, 0.3052, 0.2475]}
{"unit_id": "quote:1991394175653409217", "ticker_idx": 1, "ts": "2025-11-20T06:32:24+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "All of the value in the market is going to go to $NVDA CHIPS and what we call the $PLTR ONTOLOGY", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Endorses Palantir CEO Karp's claim that all market value flows to NVDA chips and PLTR's ontology platform.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "It's happening\n\n\"All of the value in the market is going to go to $NVDA CHIPS and what we call the $PLTR ONTOLOGY.\"\n\n-Palantir CEO Alex Karp.\n\nhttps://t.co/noBMhJjFDc", "reply_text": null, "parent_text": null, "quoted_text": "$PLTR valuation makes ZERO sense \n\nBut then why do institutions keep buying it?\nWhat do they know that you don't?\n\nI work in BIG DATA analytics and let me share the secrets of Palantir in the most basic way\n\nPalantir has monopoly on Automated Governance, serving as the ultimate https://t.co/XGLRmO7rq8", "parent_author": null, "ret_m1d": 0.062120795884824664, "ret_signed_m1d": 0.062120795884824664, "alpha_spy_m1d": 0.046642647106049706, "alpha_c_m1d": 0.046642647106049706, "bench_spy_m1d": 0.015478148778774958, "bench_c_m1d": 0.015478148778774958, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.005746502563362954, "ret_signed_p1d": -0.005746502563362954, "alpha_spy_p1d": -0.015707640732328, "alpha_c_p1d": -0.015707640732328, "bench_spy_p1d": 0.009961138168965045, "bench_c_p1d": 0.009961138168965045, "ret_p1w": 0.0643680982989554, "ret_signed_p1w": 0.0643680982989554, "alpha_spy_p1w": 0.0227608712017926, "alpha_c_p1w": 0.0227608712017926, "bench_spy_p1w": 0.0416072270971628, "bench_c_p1w": 0.0416072270971628, "ret_p1m": 0.24164506690765397, "ret_signed_p1m": 0.24164506690765397, "alpha_spy_p1m": 0.1955612692336297, "alpha_c_p1m": 0.1955612692336297, "bench_spy_p1m": 0.04608379767402426, "bench_c_p1m": 0.04608379767402426, "ret_p3m": -0.1459115320375307, "ret_signed_p3m": -0.1459115320375307, "alpha_spy_p3m": -0.195468901761367, "alpha_c_p3m": -0.195468901761367, "bench_spy_p3m": 0.049557369723836286, "bench_c_p3m": 0.049557369723836286, "ret_p6m": -0.13968339469049573, "ret_signed_p6m": -0.13968339469049573, "alpha_spy_p6m": -0.27890883273253697, "alpha_c_p6m": -0.27890883273253697, "bench_spy_p6m": 0.13922543804204124, "bench_c_p6m": 0.13922543804204124, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.24164506690765397, "alpha_spy_stated": 0.1955612692336297, "alpha_c_stated": 0.1955612692336297, "price_path": [0.0091, 0.0329, 0.0063, 0.0152, 0.0062, 0.0062, 0.0086, -0.0054, 0.0025, -0.0169, 0.0023, 0.0425, 0.0706, 0.0553, 0.1007, 0.0993, 0.0932, 0.0808, 0.1363, 0.1711, 0.1514, 0.1721, 0.1529, 0.1501, 0.1401, 0.1484, 0.1713, 0.1875, 0.201, 0.1112, 0.1527, 0.1697, 0.1786, 0.1909, 0.1265, 0.1378, 0.1541, 0.1533, 0.1437, 0.1439, 0.1659, 0.1654, 0.1268, 0.1588, 0.1855, 0.2147, 0.2174, 0.2765, 0.2492, 0.2872, 0.3303, 0.2247, 0.2065, 0.124, 0.1424, 0.2431, 0.2261, 0.1825, 0.1053, 0.1173, 0.0996, 0.0744, 0.0621, 0.0, -0.0057, 0.0418, 0.0501, 0.0644, 0.0644, 0.0816, 0.0754, 0.096, 0.1306, 0.1424, 0.167, 0.1653, 0.1675, 0.2065, 0.2041, 0.1787, 0.1766, 0.2055, 0.1383, 0.1923, 0.2416, 0.2455, 0.2465, 0.2467, 0.2467, 0.2117, 0.1826, 0.1611, 0.1413, 0.1413, 0.0778, 0.1175, 0.1539, 0.1665, 0.1356, 0.1396, 0.1519, 0.1491, 0.1455, 0.1369, 0.0977, 0.0977, 0.0821, 0.0615, 0.0652, 0.089, 0.0753, 0.0639, 0.0103, -0.0249, -0.0588, -0.0513, 0.0137, -0.104, -0.1652, -0.1274, -0.0824, -0.1042, -0.1288, -0.1709, -0.1562, -0.1562, -0.1459, -0.1308, -0.1339, -0.1317, -0.1614, -0.1728, -0.1384, -0.1272, -0.1191, -0.0679, -0.0547, -0.0164, -0.0197, 0.0091, 0.0044, -0.0296, -0.0266, -0.0144, -0.0308, -0.0194, -0.0043, -0.0191, -0.0004, -0.0325, 0.0327, -0.0062, -0.005, -0.0526, -0.0814, -0.1168, -0.0608, -0.0594, -0.0468, -0.0468, -0.0502, -0.0364, -0.0962, -0.1622, -0.1778, -0.1501, -0.1287, -0.0873, -0.0834, -0.0601, -0.0633, -0.0628, -0.0201, -0.091, -0.0813, -0.0812, -0.0935, -0.1141, -0.1068, -0.075, -0.0624, -0.1274, -0.141, -0.12, -0.1152, -0.1211, -0.1268, -0.165, -0.1414, -0.1397]}
{"unit_id": "quote:2013132782793380163", "ticker_idx": 0, "ts": "2026-01-19T06:13:52+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU Bargain of the Century", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Bullish MU: calls it bargain of the century on low valuation, HBM growth, DRAM/NAND price surge, and massive new fab ramp.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "🔥 $MU Micron's upcoming memory fabrication plant in Boise US is the size of TEN FOOTBALL FIELDS\n\n-Leading Edge DRAM production will ramp over the second half of the decade \n-The fab will include 600,000 square feet of cleanroom space\n\nhttps://t.co/wXjtA2HunP", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": -0.006164380009599069, "ret_signed_m1d": -0.006164380009599069, "alpha_spy_m1d": -0.02694419046685137, "alpha_c_m1d": -0.03177978927923786, "bench_spy_m1d": 0.0207798104572523, "bench_c_m1d": 0.02561540926963879, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.06605473155081532, "ret_signed_p1d": 0.06605473155081532, "alpha_spy_p1d": 0.054513622269154016, "alpha_c_p1d": 0.03649460553751038, "bench_spy_p1d": 0.0115411092816613, "bench_c_p1d": 0.029560126013304933, "ret_p1w": 0.12394513294440679, "ret_signed_p1w": 0.12394513294440679, "alpha_spy_p1w": 0.09751285398871579, "alpha_c_p1w": 0.08075759043836794, "bench_spy_p1w": 0.026432278955691002, "bench_c_p1w": 0.043187542506038845, "ret_p1m": 0.15328768885560184, "ret_signed_p1m": 0.15328768885560184, "alpha_spy_p1m": 0.14043314291040288, "alpha_c_p1m": 0.09652401070546457, "bench_spy_p1m": 0.01285454594519897, "bench_c_p1m": 0.056763678150137276, "ret_p3m": 0.24729086635899833, "ret_signed_p3m": 0.24729086635899833, "alpha_spy_p3m": 0.196375182581372, "alpha_c_p3m": 0.058326020318802296, "bench_spy_p3m": 0.05091568377762634, "bench_c_p3m": 0.18896484604019603, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.15328768885560184, "alpha_spy_stated": 0.14043314291040288, "alpha_c_stated": 0.09652401070546457, "price_path": [-0.4339, -0.4002, -0.3972, -0.3923, -0.3793, -0.3865, -0.3872, -0.3572, -0.4029, -0.3496, -0.3473, -0.3484, -0.3063, -0.3397, -0.3293, -0.3511, -0.324, -0.3374, -0.3742, -0.3813, -0.4485, -0.4321, -0.3867, -0.3851, -0.3694, -0.3694, -0.3524, -0.3415, -0.3441, -0.3587, -0.3793, -0.3503, -0.3238, -0.3087, -0.2778, -0.2922, -0.3396, -0.3496, -0.3632, -0.3824, -0.3193, -0.2717, -0.2425, -0.2434, -0.2149, -0.2149, -0.2201, -0.1935, -0.1983, -0.2181, -0.2181, -0.1358, -0.1448, -0.0591, -0.0697, -0.1041, -0.0545, -0.0524, -0.0736, -0.0867, -0.0777, -0.0062, -0.0062, 0.0, 0.0661, 0.0893, 0.0949, 0.066, 0.1239, 0.1925, 0.1939, 0.1367, 0.1995, 0.1492, 0.0395, 0.049, 0.0813, 0.0507, 0.0226, 0.1242, 0.1342, 0.1278, 0.1278, 0.0953, 0.1533, 0.1434, 0.1731, 0.1533, 0.1452, 0.1753, 0.1385, 0.1298, 0.1306, 0.0402, 0.098, 0.0878, 0.0145, 0.0666, 0.1044, 0.1471, 0.1105, 0.1675, 0.2104, 0.2649, 0.265, 0.2172, 0.1586, 0.1078, 0.0836, 0.0468, -0.0261, -0.0213, -0.118, -0.074, 0.0082, 0.0038, 0.0038, 0.0354, 0.0349, 0.1148, 0.1553, 0.1528, 0.1691, 0.2763, 0.2505, 0.2532, 0.2473, 0.2291, 0.2317, 0.3361, 0.3203, 0.3614, 0.4378, 0.3822, 0.421, 0.4175, 0.4861, 0.58, 0.7547, 0.827, 0.7723, 1.0469, 1.1799, 1.1011, 1.2027, 1.1269, 0.9862, 0.868, 0.9152, 1.0063, 1.0888, 1.0584, 1.0584, 1.4555, 1.5447, 1.5313, 1.6614, 1.8382, 1.9166, 1.959, 1.7299, 1.3681, 1.6019, 1.5652, 1.4445, 1.7296, 1.6905, 1.982, 1.7978, 1.8593, 2.1081, 2.1081, 2.3202, 1.8828, 1.8828, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2002437363658863028", "ticker_idx": 0, "ts": "2025-12-20T17:54:05+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "New ATH Incoming 🚀", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish PLTR: re-entered Fibonacci channel, held 50 SMA/EMA support, BB expansion room; new ATH incoming.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "🟦 $PLTR Michael Burry. You're Fucked with this Technical Set-Up.\n\n-Re-entered the primary Fibonacci Channel\n-Failed breakdown attempt below Volume Node\n-Support at 50 SMA, EMA, Fib 0\n-Plenty of room for BB expansion\n+25% rally since the BLUE candle 💰\n\nNew ATH Incoming 🚀 https://t.co/VtIuaaM3G1", "reply_text": null, "parent_text": null, "quoted_text": "$PLTR valuation makes ZERO sense \n\nBut then why do institutions keep buying it?\nWhat do they know that you don't?\n\nI work in BIG DATA analytics and let me share the secrets of Palantir in the most basic way\n\nPalantir has monopoly on Automated Governance, serving as the ultimate https://t.co/XGLRmO7rq8", "parent_author": null, "ret_m1d": -0.003093055252817445, "ret_signed_m1d": -0.003093055252817445, "alpha_spy_m1d": 0.003098178426203524, "alpha_c_m1d": 0.003098178426203524, "bench_spy_m1d": -0.006191233679020969, "bench_c_m1d": -0.006191233679020969, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0007733228094517486, "ret_signed_p1d": 0.0007733228094517486, "alpha_spy_p1d": -0.003797169537878897, "alpha_c_p1d": -0.003797169537878897, "bench_spy_p1d": 0.004570492347330646, "bench_c_p1d": 0.004570492347330646, "ret_p1w": -0.05052068907931484, "ret_signed_p1w": -0.05052068907931484, "alpha_spy_p1w": -0.054930531904409774, "alpha_c_p1w": -0.054930531904409774, "bench_spy_p1w": 0.004409842825094934, "bench_c_p1w": 0.004409842825094934, "ret_p1m": -0.13119907984733026, "ret_signed_p1m": -0.13119907984733026, "alpha_spy_p1m": -0.12061251824706387, "alpha_c_p1m": -0.12061251824706387, "bench_spy_p1m": -0.010586561600266386, "bench_c_p1m": -0.010586561600266386, "ret_p3m": -0.19744305544553853, "ret_signed_p3m": -0.19744305544553853, "alpha_spy_p3m": -0.16089381076708753, "alpha_c_p3m": -0.16089381076708753, "bench_spy_p3m": -0.036549244678451, "bench_c_p3m": -0.036549244678451, "ret_p6m": -0.3130734976035331, "ret_signed_p6m": -0.3130734976035331, "alpha_spy_p6m": -0.41170997470376347, "alpha_c_p6m": -0.41170997470376347, "bench_spy_p6m": 0.09863647710023038, "bench_c_p6m": 0.09863647710023038, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.13119907984733026, "alpha_spy_stated": -0.12061251824706387, "alpha_c_stated": -0.12061251824706387, "price_path": [-0.0743, -0.0766, -0.0846, -0.0779, -0.0596, -0.0466, -0.0357, -0.1078, -0.0745, -0.0609, -0.0537, -0.0439, -0.0956, -0.0865, -0.0734, -0.074, -0.0818, -0.0816, -0.0639, -0.0643, -0.0953, -0.0696, -0.0482, -0.0247, -0.0226, 0.0249, 0.0029, 0.0335, 0.068, -0.0167, -0.0313, -0.0976, -0.0827, -0.0019, -0.0156, -0.0506, -0.1126, -0.1029, -0.1172, -0.1374, -0.1472, -0.1971, -0.2017, -0.1636, -0.1569, -0.1454, -0.1454, -0.1316, -0.1366, -0.1201, -0.0923, -0.0828, -0.063, -0.0644, -0.0626, -0.0313, -0.0332, -0.0537, -0.0553, -0.0321, -0.086, -0.0427, -0.0031, 0.0, 0.0008, 0.001, 0.001, -0.0272, -0.0505, -0.0677, -0.0837, -0.0837, -0.1347, -0.1028, -0.0736, -0.0634, -0.0883, -0.085, -0.0751, -0.0774, -0.0803, -0.0872, -0.1187, -0.1187, -0.1312, -0.1477, -0.1448, -0.1257, -0.1367, -0.1458, -0.1888, -0.2171, -0.2443, -0.2383, -0.1861, -0.2806, -0.3298, -0.2994, -0.2633, -0.2808, -0.3005, -0.3343, -0.3226, -0.3226, -0.3143, -0.3021, -0.3046, -0.3028, -0.3267, -0.3358, -0.3082, -0.2992, -0.2928, -0.2516, -0.2411, -0.2103, -0.213, -0.1898, -0.1936, -0.2208, -0.2185, -0.2087, -0.2218, -0.2127, -0.2005, -0.2124, -0.1974, -0.2232, -0.1708, -0.2021, -0.2012, -0.2393, -0.2625, -0.2909, -0.2459, -0.2448, -0.2347, -0.2347, -0.2374, -0.2264, -0.2744, -0.3273, -0.3398, -0.3176, -0.3004, -0.2672, -0.264, -0.2453, -0.2479, -0.2475, -0.2132, -0.2702, -0.2623, -0.2623, -0.2722, -0.2887, -0.2829, -0.2573, -0.2472, -0.2994, -0.3103, -0.2935, -0.2896, -0.2943, -0.2989, -0.3296, -0.3106, -0.3093, -0.3033, -0.3027, -0.293, -0.2916, -0.2944, -0.2944, -0.2958, -0.3169, -0.2611, -0.193, -0.1718, -0.2155, -0.2669, -0.2695, -0.3013, -0.2965, -0.3192, -0.3287, -0.3243, -0.3402, -0.3055, -0.3131]}
{"unit_id": "quote:2007179900118266313", "ticker_idx": 0, "ts": "2026-01-02T19:59:14+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU Half A Trillion Market Cap Incoming", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish MU to half-trillion market cap.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "🔥 $MU Half A Trillion Market Cap Incoming https://t.co/UQXqRoHbBW", "reply_text": null, "parent_text": null, "quoted_text": "So what's up with Micron Technology $MU? Why did so many analysts lower the price targets but still rated it as Bullish? A bit contradicting isn't it? Well, here's the answer.\n\nThe DRAM spot prices have been mostly flat. The 'recovery' didn't come as soon as they initially https://t.co/GgCJ7xL1t0", "parent_author": null, "ret_m1d": -0.09514300318942082, "ret_signed_m1d": -0.09514300318942082, "alpha_spy_m1d": -0.09331336380379018, "alpha_c_m1d": -0.05986311210766626, "bench_spy_m1d": -0.0018296393856306326, "bench_c_m1d": -0.035279891081754555, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.010367190403028914, "ret_signed_p1d": -0.010367190403028914, "alpha_spy_p1d": -0.01702739751127358, "alpha_c_p1d": -0.021859311177758523, "bench_spy_p1d": 0.0066602071082446646, "bench_c_p1d": 0.011492120774729608, "ret_p1w": 0.09406502136266304, "ret_signed_p1w": 0.09406502136266304, "alpha_spy_p1w": 0.07810994798667803, "alpha_c_p1w": 0.051418319116951716, "bench_spy_p1w": 0.015955073375985007, "bench_c_p1w": 0.04264670224571132, "ret_p1m": 0.3879905061713662, "ret_signed_p1m": 0.3879905061713662, "alpha_spy_p1m": 0.3700740335070103, "alpha_c_p1m": 0.2951161033815053, "bench_spy_p1m": 0.01791647266435592, "bench_c_p1m": 0.09287440278986092, "ret_p3m": 0.16671269166070668, "ret_signed_p3m": 0.16671269166070668, "alpha_spy_p3m": 0.20497623445905344, "alpha_c_p3m": 0.11669926000185349, "bench_spy_p3m": -0.03826354279834676, "bench_c_p3m": 0.05001343165885319, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.3879905061713662, "alpha_spy_stated": 0.3700740335070103, "alpha_c_stated": 0.2951161033815053, "price_path": [-0.4115, -0.3771, -0.3905, -0.4245, -0.3891, -0.4072, -0.3917, -0.3582, -0.3586, -0.3447, -0.3589, -0.371, -0.3449, -0.3059, -0.3025, -0.2967, -0.2818, -0.2901, -0.2909, -0.2562, -0.309, -0.2473, -0.2447, -0.246, -0.1973, -0.2359, -0.2239, -0.2491, -0.2178, -0.2332, -0.2759, -0.284, -0.3618, -0.3428, -0.2903, -0.2884, -0.2703, -0.2703, -0.2506, -0.238, -0.241, -0.2579, -0.2817, -0.2482, -0.2175, -0.2001, -0.1643, -0.1809, -0.2358, -0.2473, -0.2632, -0.2853, -0.2123, -0.1573, -0.1235, -0.1245, -0.0915, -0.0915, -0.0975, -0.0667, -0.0723, -0.0951, -0.0951, 0.0, -0.0104, 0.0888, 0.0765, 0.0368, 0.0941, 0.0965, 0.072, 0.0568, 0.0672, 0.1501, 0.1501, 0.1572, 0.2336, 0.2605, 0.267, 0.2336, 0.3006, 0.38, 0.3816, 0.3153, 0.388, 0.3298, 0.2028, 0.2139, 0.2513, 0.2158, 0.1833, 0.3009, 0.3124, 0.3051, 0.3051, 0.2675, 0.3346, 0.3232, 0.3575, 0.3346, 0.3252, 0.3601, 0.3175, 0.3074, 0.3083, 0.2037, 0.2706, 0.2588, 0.174, 0.2343, 0.278, 0.3274, 0.2851, 0.351, 0.4007, 0.4637, 0.4639, 0.4085, 0.3408, 0.2819, 0.254, 0.2114, 0.1269, 0.1325, 0.0207, 0.0715, 0.1667, 0.1616, 0.1616, 0.1981, 0.1976, 0.29, 0.3369, 0.334, 0.3529, 0.4769, 0.447, 0.4502, 0.4433, 0.4223, 0.4253, 0.5461, 0.5279, 0.5755, 0.6638, 0.5995, 0.6444, 0.6403, 0.7197, 0.8283, 1.0305, 1.1142, 1.0509, 1.3687, 1.5226, 1.4314, 1.5489, 1.4613, 1.2984, 1.1616, 1.2162, 1.3217, 1.4172, 1.382, 1.382, 1.8415, 1.9446, 1.9291, 2.0797, 2.2843, 2.375, 2.4241, 2.159, 1.7404, 2.0108, 1.9684, 1.8288, 2.1586, 2.1134, 2.4508, 2.2376, 2.3087, 2.5967, 2.5967, 2.8421, 2.3359, 2.3359, null, null, null]}
{"unit_id": "orig:2038455230770434490", "ticker_idx": 0, "ts": "2026-03-30T03:16:14+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "This is why HBM and DRAM prices will keep going up", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish MU on rising HBM and DRAM prices driven by AI inference demand; very early innings.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "$MU This is why HBM and DRAM prices will keep going up.\n\nIt puts million dollar studio production (Inference) power in the hands of one person.\n\nWe are so early.\n\nhttps://t.co/bqgJrIsfDN", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.1096023022659065, "ret_signed_m1d": 0.1096023022659065, "alpha_spy_m1d": 0.10624769581851656, "alpha_c_m1d": 0.07727393975751706, "bench_spy_m1d": 0.0033546064473899406, "bench_c_m1d": 0.03232836250838944, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.04984465243436009, "ret_signed_p1d": 0.04984465243436009, "alpha_spy_p1d": 0.02077678664960292, "alpha_c_p1d": -0.0077229838645958004, "bench_spy_p1d": 0.029067865784757174, "bench_c_p1d": 0.05756763629895589, "ret_p1w": 0.17389690520640522, "ret_signed_p1w": 0.17389690520640522, "alpha_spy_p1w": 0.13123661369599482, "alpha_c_p1w": 0.08162864514609747, "bench_spy_p1w": 0.0426602915104104, "bench_c_p1w": 0.09226826006030775, "ret_p1m": 0.5670914470927786, "ret_signed_p1m": 0.5670914470927786, "alpha_spy_p1m": 0.44094623799752974, "alpha_c_p1m": 0.21214153092289, "bench_spy_p1m": 0.12614520909524884, "bench_c_p1m": 0.3549499161698886, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.5670914470927786, "alpha_spy_stated": 0.44094623799752974, "alpha_c_stated": 0.21214153092289, "price_path": [-0.1135, -0.1135, -0.0202, -0.0304, 0.0668, 0.0547, 0.0158, 0.0719, 0.0743, 0.0503, 0.0355, 0.0456, 0.1268, 0.1268, 0.1338, 0.2087, 0.235, 0.2414, 0.2086, 0.2743, 0.3521, 0.3537, 0.2887, 0.3599, 0.3029, 0.1785, 0.1893, 0.226, 0.1912, 0.1594, 0.2746, 0.2859, 0.2787, 0.2787, 0.2418, 0.3076, 0.2964, 0.33, 0.3076, 0.2984, 0.3326, 0.2908, 0.2809, 0.2818, 0.1794, 0.2449, 0.2333, 0.1502, 0.2093, 0.2521, 0.3005, 0.2591, 0.3237, 0.3723, 0.4341, 0.4342, 0.38, 0.3136, 0.256, 0.2286, 0.1869, 0.1041, 0.1096, 0.0, 0.0498, 0.1431, 0.1381, 0.1381, 0.1739, 0.1733, 0.2639, 0.3099, 0.307, 0.3255, 0.447, 0.4177, 0.4209, 0.4141, 0.3935, 0.3965, 0.5149, 0.497, 0.5436, 0.6301, 0.5671, 0.6111, 0.6071, 0.6849, 0.7913, 0.9894, 1.0714, 1.0094, 1.3207, 1.4715, 1.3822, 1.4973, 1.4115, 1.2519, 1.1179, 1.1713, 1.2747, 1.3682, 1.3337, 1.3337, 1.784, 1.8851, 1.8699, 2.0174, 2.2178, 2.3067, 2.3548, 2.0951, 1.6849, 1.9499, 1.9083, 1.7715, 2.0947, 2.0504, 2.381, 2.172, 2.2417, 2.5239, 2.5239, 2.7644, 2.2684, 2.2684, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
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{"unit_id": "quote:2042600433290744294", "ticker_idx": 0, "ts": "2026-04-10T13:47:47+00:00", "symbol": "LITE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$LITE\n\nNvidia-Backed Lumentum Sees Al Filling Orders Through 2028", "tweet_type": "news_reaction", "timeline": "years", "summary": "Endorses LITE as East-West photonics play; shares Bloomberg report of Nvidia-backed Lumentum with AI orders filled through 2028.", "resolved_tickers": ["LITE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "quote", "lang": "en", "tweet_text": "$LITE\n\nNvidia-Backed Lumentum Sees Al Filling Orders Through 2028\n\n-Bloomberg https://t.co/wy7nDfooTv", "reply_text": null, "parent_text": null, "quoted_text": "Investment theses win by targeting bottlenecks\n\nHBM fixes GPU-to-memory wall (Memory Wall)\nPhotonics/Optics fixes server-to-server (East-West Traffic)\n\nMemory Play: $MU $EWY (Samsung & SK Hynix)\nEast-West Play: $GLW (fiber) $LITE (laser/OCS), $AAOI $COHR (optics) $TSM (CPO) https://t.co/1iuv2viik4", "parent_author": null, "ret_m1d": -0.003532801686483067, "ret_signed_m1d": -0.003532801686483067, "alpha_spy_m1d": -0.004195015349770959, "alpha_c_m1d": -0.004195015349770959, "bench_spy_m1d": 0.0006622136632878917, "bench_c_m1d": 0.0006622136632878917, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.029109545829186012, "ret_signed_p1d": -0.029109545829186012, "alpha_spy_p1d": -0.03888199307566775, "alpha_c_p1d": -0.03888199307566775, "bench_spy_p1d": 0.009772447246481741, "bench_c_p1d": 0.009772447246481741, "ret_p1w": -0.00359966623502872, "ret_signed_p1w": -0.00359966623502872, "alpha_spy_p1w": -0.04875321775994379, "alpha_c_p1w": -0.04875321775994379, "bench_spy_p1w": 0.04515355152491507, "bench_c_p1w": 0.04515355152491507, "ret_p1m": 0.1736208404622075, "ret_signed_p1m": 0.1736208404622075, "alpha_spy_p1m": 0.08555092626179062, "alpha_c_p1m": 0.08555092626179062, "bench_spy_p1m": 0.08806991420041688, "bench_c_p1m": 0.08806991420041688, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.5973, -0.6304, -0.6174, -0.6386, -0.6386, -0.6023, -0.5961, -0.6049, -0.622, -0.6295, -0.5869, -0.5709, -0.5749, -0.5633, -0.5281, -0.5151, -0.4812, -0.4378, -0.3848, -0.3568, -0.3746, -0.3602, -0.3498, -0.3729, -0.3729, -0.3309, -0.3377, -0.2916, -0.2558, -0.248, -0.233, -0.1938, -0.2455, -0.2189, -0.1271, -0.2261, -0.2413, -0.2747, -0.3776, -0.286, -0.2511, -0.2511, -0.3134, -0.3063, -0.3036, -0.2761, -0.219, -0.1395, -0.2128, -0.1876, -0.1062, -0.1339, -0.2324, -0.2168, -0.2703, -0.2168, -0.1478, -0.0785, -0.0785, -0.1393, -0.0909, -0.0014, -0.0035, 0.0, -0.0291, -0.0496, -0.0817, -0.0068, -0.0036, -0.0024, -0.0673, -0.0264, -0.0562, -0.0175, -0.0419, -0.1181, -0.0434, 0.0056, 0.0587, 0.0879, 0.1084, 0.0524, -0.0053, 0.0072, 0.1736, 0.106, 0.1483, 0.1165, 0.0818, -0.0137, -0.008, -0.0326, 0.0749, 0.0553, 0.0553, 0.0151, 0.0056, -0.0409, -0.0472, 0.0086, 0.1469, 0.0454, 0.0532, -0.0375, -0.0021, -0.0842, -0.0491, -0.0086, 0.027, 0.0668, -0.0245, -0.0304, -0.0527, -0.0527, -0.0038, -0.0773, -0.0773, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2037390160313376886", "ticker_idx": 0, "ts": "2026-03-27T04:44:01+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Starting to add on the way up", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Adding MU and SNDK on valuation — forward PEs of 4-6x and 7-8x respectively seen as too cheap to ignore.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "Some names are getting too cheap to ignore.\n\n$MU Forward PE 4–6\n$SNDK Forward PE 7–8\n\nStarting to add on the way up. What else is getting cheap out there?", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.004926981565697819, "ret_signed_m1d": -0.004926981565697819, "alpha_spy_m1d": -0.022274686959370182, "alpha_c_m1d": -0.022535522214704118, "bench_spy_m1d": 0.017347705393672364, "bench_c_m1d": 0.0176085406490063, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.09877620300722967, "ret_signed_p1d": -0.09877620300722967, "alpha_spy_p1d": -0.09543281231979595, "alpha_c_p1d": -0.06746023448163685, "bench_spy_p1d": -0.0033433906874337227, "bench_c_p1d": -0.03131596852559282, "ret_p1w": 0.02568119058465168, "ret_signed_p1w": 0.02568119058465168, "alpha_spy_p1w": -0.008604173528399262, "alpha_c_p1w": -0.02260206211867155, "bench_spy_p1w": 0.03428536411305094, "bench_c_p1w": 0.04828325270332323, "ret_p1m": 0.46906765283787744, "ret_signed_p1m": 0.46906765283787744, "alpha_spy_p1m": 0.34119938889674883, "alpha_c_p1m": 0.1163354958154994, "bench_spy_p1m": 0.1278682639411286, "bench_c_p1m": 0.35273215702237803, "ret_p3m": 1.9455568878857004, "ret_signed_p3m": 1.9455568878857004, "alpha_spy_p3m": 1.785674391493754, "alpha_c_p3m": 1.2834326720060243, "bench_spy_p3m": 0.1598824963919463, "bench_c_p3m": 0.6621242158796761, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.46906765283787744, "alpha_spy_stated": 0.34119938889674883, "alpha_c_stated": 0.1163354958154994, "price_path": [-0.1808, -0.201, -0.201, -0.117, -0.1262, -0.0386, -0.0495, -0.0845, -0.034, -0.0318, -0.0534, -0.0668, -0.0576, 0.0155, 0.0155, 0.0218, 0.0893, 0.113, 0.1188, 0.0892, 0.1484, 0.2185, 0.2199, 0.1614, 0.2256, 0.1742, 0.0621, 0.0719, 0.1049, 0.0736, 0.0449, 0.1487, 0.1589, 0.1524, 0.1524, 0.1191, 0.1784, 0.1683, 0.1986, 0.1785, 0.1702, 0.2009, 0.1633, 0.1544, 0.1552, 0.0629, 0.1219, 0.1115, 0.0366, 0.0899, 0.1285, 0.1721, 0.1347, 0.1929, 0.2368, 0.2925, 0.2926, 0.2437, 0.1839, 0.1319, 0.1072, 0.0696, -0.0049, 0.0, -0.0988, -0.0539, 0.0302, 0.0257, 0.0257, 0.0579, 0.0574, 0.1391, 0.1805, 0.1779, 0.1946, 0.3041, 0.2777, 0.2805, 0.2745, 0.2558, 0.2585, 0.3652, 0.3491, 0.3911, 0.4691, 0.4123, 0.452, 0.4483, 0.5185, 0.6144, 0.7929, 0.8668, 0.8109, 1.0915, 1.2274, 1.1469, 1.2506, 1.1733, 1.0295, 0.9087, 0.9569, 1.05, 1.1343, 1.1032, 1.1032, 1.509, 1.6001, 1.5864, 1.7194, 1.9, 1.9801, 2.0234, 1.7894, 1.4197, 1.6585, 1.621, 1.4978, 1.789, 1.7491, 2.047, 1.8587, 1.9215, 2.1758, 2.1758, 2.3926, 1.9456, 1.9456, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2037390160313376886", "ticker_idx": 1, "ts": "2026-03-27T04:44:01+00:00", "symbol": "SNDK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Some names are getting too cheap to ignore", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Adding MU and SNDK on valuation — forward PEs of 4-6x and 7-8x respectively seen as too cheap to ignore.", "resolved_tickers": ["SNDK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "original", "lang": "en", "tweet_text": "Some names are getting too cheap to ignore.\n\n$MU Forward PE 4–6\n$SNDK Forward PE 7–8\n\nStarting to add on the way up. What else is getting cheap out there?", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.020557676352824683, "ret_signed_m1d": -0.020557676352824683, "alpha_spy_m1d": -0.03790538174649705, "alpha_c_m1d": -0.040415990332216434, "bench_spy_m1d": 0.017347705393672364, "bench_c_m1d": 0.01985831397939175, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.07036035251188855, "ret_signed_p1d": -0.07036035251188855, "alpha_spy_p1d": -0.06701696182445482, "alpha_c_p1d": -0.051733474828759674, "bench_spy_p1d": -0.0033433906874337227, "bench_c_p1d": -0.018626877683128873, "ret_p1w": 0.1392592231390264, "ret_signed_p1w": 0.1392592231390264, "alpha_spy_p1w": 0.10497385902597545, "alpha_c_p1w": 0.09253813614030082, "bench_spy_p1w": 0.03428536411305094, "bench_c_p1w": 0.04672108699872557, "ret_p1m": 0.7378171272475389, "ret_signed_p1m": 0.7378171272475389, "alpha_spy_p1m": 0.6099488633064103, "alpha_c_p1m": 0.5019027418491926, "bench_spy_p1m": 0.1278682639411286, "bench_c_p1m": 0.2359143853983463, "ret_p3m": 2.1885421643866816, "ret_signed_p3m": 2.1885421643866816, "alpha_spy_p3m": 2.0286596679947353, "alpha_c_p3m": 1.7691331291660162, "bench_spy_p3m": 0.1598824963919463, "bench_c_p3m": 0.4194090352206654, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.7378171272475389, "alpha_spy_stated": 0.6099488633064103, "alpha_c_stated": 0.5019027418491926, "price_path": [-0.6099, -0.6145, -0.6145, -0.5531, -0.5549, -0.4323, -0.4259, -0.4568, -0.3872, -0.3679, -0.367, -0.3703, -0.3355, -0.3284, -0.3284, -0.2642, -0.186, -0.1825, -0.2306, -0.2355, -0.2182, -0.1432, -0.1243, -0.0643, 0.0802, 0.1294, -0.0508, -0.0644, -0.029, -0.0527, -0.1205, -0.0268, 0.0235, 0.0174, 0.0174, -0.041, -0.0251, 0.0085, 0.0554, 0.0823, 0.0368, 0.0269, 0.0586, 0.0317, 0.0053, -0.0819, -0.0272, -0.0816, -0.1437, -0.044, 0.005, 0.0643, 0.0049, 0.0744, 0.1426, 0.1694, 0.2239, 0.2537, 0.1524, 0.1407, 0.1407, 0.1007, -0.0206, 0.0, -0.0704, 0.0317, 0.1249, 0.1393, 0.1393, 0.1767, 0.1542, 0.268, 0.3828, 0.3831, 0.5467, 0.5336, 0.448, 0.4931, 0.4955, 0.4826, 0.4671, 0.5898, 0.5141, 0.6074, 0.7378, 0.6276, 0.7281, 0.7805, 0.9275, 1.0393, 1.2836, 1.2896, 1.1759, 1.537, 1.513, 1.3578, 1.35, 1.2453, 1.2857, 1.1646, 1.2462, 1.2613, 1.5043, 1.4011, 1.4011, 1.5812, 1.5818, 1.6657, 1.7524, 1.8603, 1.7871, 1.974, 1.8574, 1.5321, 1.6663, 1.6737, 1.6683, 2.0552, 2.2153, 2.4228, 2.2339, 2.1807, 2.5477, 2.5477, 2.6921, 2.1885, 2.1885, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2055059494191964178", "ticker_idx": 0, "ts": "2026-05-14T22:55:39+00:00", "symbol": "TSM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "TSMC All In", "tweet_type": "news_reaction", "timeline": "years", "summary": "Strong bullish stance on TSMC: AI wafer demand 11x by 2026, 70% CAGR on advanced nodes, $1.5T chip market by 2030; 'All In' call.", "resolved_tickers": ["TSM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$TSM Holy Shit\n\nTSMC just shared extremely bullish projections at Taiwan Technology Symposium. Must Read.\n\nAI Wafer Demand: Projected to rise 11x from 2022 to 2026 for AI accelerator wafers. \n\nCapacity Expansion: Advanced process nodes (2nm and A16) → 70% CAGR from 2026–2028.\n\nCoWoS advanced packaging → >80% CAGR from 2022–2027.\n\nSemiconductor Market Forecast: TSMC now expects the global chip market to exceed $1.5 trillion by 2030 (up from a prior $1 trillion estimate), fueled by AI. \n\nRegional Demand: Asia-Pacific customers consumed over 2.1 million 12-inch equivalent wafers last year, equivalent to stacking more than three Taipei 101 towers. \n\nPlans for nine new phases of wafer fabs and advanced packaging facilities in 2026. \n\nArizona ramp: First fab in production, second in tool move-in (2H26), third under construction; fourth fab + packaging site starting this year. Arizona output expected to grow 1.8x YoY by 2026 with Taiwan-comparable yields. \n\nTechnology Roadmap: CoWoS: Current 5.5-reticle version (world’s largest) at 98% yield. Plans include a 14-reticle version with 20 HBM stacks in 2028, scaling to >14 reticles and up to 24 HBM stacks in 2029. \n\nSoW (System on Wafer): Can integrate up to 64 HBM stacks + 16 CoWoS modules (>40 reticles). Logic-only version in production (2024); HBM-integrated version targeted for 2029. \n\nSoIC (3D stacking): Massive improvements in interconnect density and efficiency; scaling to finer pitches (down to 4.5-micron by A14). \n\nCOUPE (Silicon Photonics): 200Gbps Micro Ring Modulator now in production, 4x better energy efficiency and 10x lower latency than copper", "reply_text": null, "parent_text": null, "quoted_text": "If $NVDA wins, $TSM wins\nIf $AVGO wins, $TSM wins\nIf $MU HBM wins, $TSM wins\nIf $SNDK HBF wins, $TSM wins\nIf $AMD AI chips win, $TSM wins\nIf $QCOM silicon win, $TSM wins\nIf $AAPL silicon win, $TSM wins\nIf hyperscalers ASIC wins, $TSM wins\n\nIs that clear enough? TSMC All In", "parent_author": null, "ret_m1d": 0.033065368715808674, "ret_signed_m1d": 0.033065368715808674, "alpha_spy_m1d": 0.020889557945741544, "alpha_c_m1d": -0.0064787930162670815, "bench_spy_m1d": 0.01217581077006713, "bench_c_m1d": 0.039544161732075755, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.020774072654937692, "ret_signed_p1d": -0.020774072654937692, "alpha_spy_p1d": -0.020070563337205916, "alpha_c_p1d": -0.002475814001004495, "bench_spy_p1d": -0.0007035093177317764, "bench_c_p1d": -0.018298258653933197, "ret_p1w": 0.00042038659377552356, "ret_signed_p1w": 0.00042038659377552356, "alpha_spy_p1w": -0.008332666734349958, "alpha_c_p1w": -0.035492866999859096, "bench_spy_p1w": 0.008753053328125482, "bench_c_p1w": 0.03591325359363462, "ret_p1m": 0.0941849042858327, "ret_signed_p1m": 0.0941849042858327, "alpha_spy_p1m": 0.07299899189021053, "alpha_c_p1m": -0.06895264532291989, "bench_spy_p1m": 0.021185912395622175, "bench_c_p1m": 0.1631375496087526, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.1018, -0.1066, -0.1112, -0.0862, -0.0874, -0.0487, -0.0438, -0.0707, -0.0762, -0.0897, -0.1291, -0.1185, -0.1273, -0.1642, -0.1401, -0.144, -0.1256, -0.1696, -0.1657, -0.1609, -0.1444, -0.1602, -0.1621, -0.1858, -0.163, -0.1511, -0.14, -0.1935, -0.1919, -0.2173, -0.1642, -0.1555, -0.1615, -0.1615, -0.1548, -0.146, -0.0951, -0.0961, -0.0835, -0.086, -0.0605, -0.0723, -0.1014, -0.0837, -0.0943, -0.0897, -0.0418, -0.0536, -0.0047, 0.0016, -0.0297, -0.026, -0.0205, -0.0165, -0.0068, -0.0246, 0.0375, 0.0242, 0.0181, 0.0005, -0.0175, -0.0113, 0.0331, 0.0, -0.0208, -0.029, -0.0068, 0.0069, 0.0004, 0.0004, 0.0197, 0.0455, 0.0507, 0.0349, 0.0774, 0.1047, 0.08, 0.1003, 0.0268, 0.0555, 0.0583, 0.0109, 0.0438, 0.0509, 0.0942, 0.0556, 0.0713, 0.1455, 0.1455, 0.1593, 0.0818, 0.0818, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2055733364938936456", "ticker_idx": 0, "ts": "2026-05-16T19:33:22+00:00", "symbol": "memory", "kind": "sector", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "Entire memory industry", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish on the entire memory industry, including SK Hynix and Samsung, not just Micron.", "resolved_tickers": ["MU", "000660.KS", "005930.KS"], "resolution_method": "basket", "resolution_reason": "Memory sector basket: Micron, SK Hynix, Samsung Electronics", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@Learn21Share Entire memory industry", "reply_text": null, "parent_text": "@TradexWhisperer Is it applicable for sk Hynix and Samsung as well or only for micron ?", "quoted_text": null, "parent_author": "Learn21Share", "ret_m1d": 0.004829625871904719, "ret_signed_m1d": 0.004829625871904719, "alpha_spy_m1d": 0.004125621280383074, "alpha_c_m1d": -0.013809699987743285, "bench_spy_m1d": 0.0007040045915216453, "bench_c_m1d": 0.018639325859648004, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.015322136897866101, "ret_signed_p1d": -0.015322136897866101, "alpha_spy_p1d": -0.008661348810372727, "alpha_c_p1d": -0.011294102475627676, "bench_spy_p1d": -0.0066607880874933745, "bench_c_p1d": -0.0040280344222384246, "ret_p1w": 0.06591095373951654, "ret_signed_p1w": 0.06591095373951654, "alpha_spy_p1w": 0.056447733630136485, "alpha_c_p1w": 0.010688975449821989, "bench_spy_p1w": 0.009463220109380055, "bench_c_p1w": 0.05522197828969455, "ret_p1m": 0.3377160198276681, "ret_signed_p1m": 0.3377160198276681, "alpha_spy_p1m": 0.32190333773751845, "alpha_c_p1m": 0.20984134887116634, "bench_spy_p1m": 0.015812682090149632, "bench_c_p1m": 0.12787467095650173, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.3377160198276681, "alpha_spy_stated": 0.32190333773751845, "alpha_c_stated": 0.20984134887116634, "price_path": [-0.4206, -0.4094, -0.394, -0.3938, -0.3772, -0.3653, -0.3397, -0.3499, -0.3498, -0.4133, -0.4464, -0.4086, -0.4288, -0.4528, -0.4106, -0.3974, -0.4109, -0.4096, -0.3842, -0.369, -0.3361, -0.3619, -0.3748, -0.4128, -0.4034, -0.4092, -0.444, -0.4431, -0.4753, -0.4902, -0.4326, -0.4589, -0.4413, -0.4257, -0.4163, -0.3642, -0.3711, -0.3639, -0.3645, -0.3275, -0.3208, -0.3091, -0.3169, -0.315, -0.2987, -0.282, -0.2762, -0.2753, -0.2431, -0.2545, -0.2441, -0.2525, -0.2403, -0.1801, -0.1489, -0.0684, -0.062, -0.0108, 0.0682, 0.0383, 0.0879, 0.0875, 0.0048, 0.0, -0.0153, 0.0015, 0.0795, 0.0659, 0.0659, 0.1646, 0.2246, 0.2217, 0.2737, 0.3486, 0.3757, 0.3833, 0.3205, 0.1879, 0.1611, 0.241, 0.1661, 0.2224, 0.2522, 0.3464, 0.3377, 0.378, 0.4711, 0.4754, 0.5407, 0.3451, 0.3858, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2051690773289279552", "ticker_idx": 0, "ts": "2026-05-05T15:49:33+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Micron is in high volume manufacturing for 192GB SOCAMM2 (Mid-March). And they are the only company that has delivered higher capacity 256GB samples to NVIDIA. Nobody else is there.", "tweet_type": "analysis", "timeline": "quarters", "summary": "Long MU as sole SOCAMM2 HVM+256GB supplier to NVIDIA; mobile DRAM prices expected to surge ~100% QoQ into 2027 benefiting SNDK too.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "Mobile DRAM prices expected to surge ~100% quarter over quarter. \n\nPrice hikes are expected to continue into 2027. This will raise costs for smartphones and other mobile devices\n\nHBM devoured wafers. SOCAMM2 is now consuming LPDDR capacity.\n\nTold you SOCAMM2 is next.\n\n$MU $SNDK $DRAM", "reply_text": null, "parent_text": null, "quoted_text": "$MU $DRAM Trendforce just confirmed what I have been saying about SOCAMM2.\n\nMicron is in high volume manufacturing for 192GB SOCAMM2 (Mid-March). And they are the only company that has delivered higher capacity 256GB samples to NVIDIA.\n\nNobody else is there.\n\nDensity is the new https://t.co/RDf69Bhfd6", "parent_author": null, "ret_m1d": -0.09957825489604055, "ret_signed_m1d": -0.09957825489604055, "alpha_spy_m1d": -0.0916198701547658, "alpha_c_m1d": -0.06915870636398924, "bench_spy_m1d": -0.007958384741274749, "bench_c_m1d": -0.03041954853205131, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.04122151537838992, "ret_signed_p1d": 0.04122151537838992, "alpha_spy_p1d": 0.027322115685615822, "alpha_c_p1d": -0.010568278185249858, "bench_spy_p1d": 0.013899399692774095, "bench_c_p1d": 0.051789793563639774, "ret_p1w": 0.19740706415660458, "ret_signed_p1w": 0.19740706415660458, "alpha_spy_p1w": 0.17749749027809814, "alpha_c_p1w": 0.12363485237048688, "bench_spy_p1w": 0.019909573878506448, "bench_c_p1w": 0.0737722117861177, "ret_p1m": 0.6863010398380709, "ret_signed_p1m": 0.6863010398380709, "alpha_spy_p1m": 0.6442020892068576, "alpha_c_p1m": 0.46588354297658974, "bench_spy_p1m": 0.04209895063121327, "bench_c_p1m": 0.22041749686148115, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.4022, -0.3837, -0.4012, -0.4172, -0.3593, -0.3536, -0.3573, -0.3573, -0.3758, -0.3427, -0.3484, -0.3315, -0.3427, -0.3473, -0.3302, -0.3512, -0.3561, -0.3557, -0.4072, -0.3743, -0.3801, -0.4218, -0.3921, -0.3706, -0.3463, -0.3671, -0.3347, -0.3102, -0.2791, -0.2791, -0.3063, -0.3397, -0.3687, -0.3824, -0.4034, -0.445, -0.4423, -0.4973, -0.4723, -0.4254, -0.4279, -0.4279, -0.4099, -0.4102, -0.3647, -0.3416, -0.343, -0.3337, -0.2726, -0.2874, -0.2858, -0.2892, -0.2996, -0.2981, -0.2386, -0.2475, -0.2241, -0.1806, -0.2123, -0.1902, -0.1922, -0.1531, -0.0996, 0.0, 0.0412, 0.01, 0.1665, 0.2423, 0.1974, 0.2553, 0.2121, 0.1319, 0.0646, 0.0914, 0.1434, 0.1904, 0.1731, 0.1731, 0.3994, 0.4502, 0.4425, 0.5167, 0.6175, 0.6621, 0.6863, 0.5558, 0.3496, 0.4828, 0.4619, 0.3931, 0.5556, 0.5333, 0.6995, 0.5944, 0.6295, 0.7713, 0.7713, 0.8922, 0.6429, 0.6429, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2051690773289279552", "ticker_idx": 1, "ts": "2026-05-05T15:49:33+00:00", "symbol": "SNDK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU $SNDK $DRAM", "tweet_type": "analysis", "timeline": "quarters", "summary": "Long MU as sole SOCAMM2 HVM+256GB supplier to NVIDIA; mobile DRAM prices expected to surge ~100% QoQ into 2027 benefiting SNDK too.", "resolved_tickers": ["SNDK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "quote", "lang": "en", "tweet_text": "Mobile DRAM prices expected to surge ~100% quarter over quarter. \n\nPrice hikes are expected to continue into 2027. This will raise costs for smartphones and other mobile devices\n\nHBM devoured wafers. SOCAMM2 is now consuming LPDDR capacity.\n\nTold you SOCAMM2 is next.\n\n$MU $SNDK $DRAM", "reply_text": null, "parent_text": null, "quoted_text": "$MU $DRAM Trendforce just confirmed what I have been saying about SOCAMM2.\n\nMicron is in high volume manufacturing for 192GB SOCAMM2 (Mid-March). And they are the only company that has delivered higher capacity 256GB samples to NVIDIA.\n\nNobody else is there.\n\nDensity is the new https://t.co/RDf69Bhfd6", "parent_author": null, "ret_m1d": -0.10698842844014789, "ret_signed_m1d": -0.10698842844014789, "alpha_spy_m1d": -0.09903004369887314, "alpha_c_m1d": -0.0853740286172403, "bench_spy_m1d": -0.007958384741274749, "bench_c_m1d": -0.021614399822907582, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0026025615218965292, "ret_signed_p1d": 0.0026025615218965292, "alpha_spy_p1d": -0.011296838170877566, "alpha_c_p1d": -0.02396267672267549, "bench_spy_p1d": 0.013899399692774095, "bench_c_p1d": 0.02656523824457202, "ret_p1w": 0.032496213512991146, "ret_signed_p1w": 0.032496213512991146, "alpha_spy_p1w": 0.012586639634484698, "alpha_c_p1w": -0.025283214257305398, "bench_spy_p1w": 0.019909573878506448, "bench_c_p1w": 0.05777942777029654, "ret_p1m": 0.30233522238867816, "ret_signed_p1m": 0.30233522238867816, "alpha_spy_p1m": 0.2602362717574649, "alpha_c_p1m": 0.11758610323872154, "bench_spy_p1m": 0.04209895063121327, "bench_c_p1m": 0.18474911914995662, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.5903, -0.5748, -0.5852, -0.6149, -0.5738, -0.5518, -0.5545, -0.5545, -0.58, -0.5731, -0.5584, -0.5378, -0.5261, -0.546, -0.5503, -0.5364, -0.5482, -0.5598, -0.598, -0.574, -0.5978, -0.625, -0.5814, -0.5599, -0.5339, -0.56, -0.5295, -0.4997, -0.4879, -0.4641, -0.451, -0.4953, -0.5005, -0.5005, -0.518, -0.5711, -0.5621, -0.5929, -0.5482, -0.5074, -0.5011, -0.5011, -0.4847, -0.4946, -0.4447, -0.3945, -0.3943, -0.3227, -0.3284, -0.3659, -0.3462, -0.3451, -0.3508, -0.3576, -0.3038, -0.337, -0.2961, -0.239, -0.2873, -0.2433, -0.2203, -0.156, -0.107, 0.0, 0.0026, -0.0472, 0.1109, 0.1004, 0.0325, 0.0291, -0.0168, 0.0009, -0.0521, -0.0164, -0.0098, 0.0966, 0.0515, 0.0515, 0.1303, 0.1306, 0.1673, 0.2053, 0.2525, 0.2205, 0.3023, 0.2513, 0.1088, 0.1676, 0.1708, 0.1685, 0.3379, 0.408, 0.4988, 0.4161, 0.3929, 0.5535, 0.5535, 0.6168, 0.3963, 0.3963, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2055098952425566688", "ticker_idx": 0, "ts": "2026-05-15T01:32:26+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Micron will get in the top 10 MC. Not sure how long it will take 2T but eventually.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish MU; expects it to reach top-10 market cap, eventually $2T.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@teoAI_ Micron will get in the top 10 MC. Not sure how long it will take 2T but eventually.", "reply_text": null, "parent_text": "@TradexWhisperer Broadcom is worth $2T \nCan MU get there?\nCan SNDK get to $1T?", "quoted_text": null, "parent_author": "teoAI_", "ret_m1d": 0.07086087064843594, "ret_signed_m1d": 0.07086087064843594, "alpha_spy_m1d": 0.058685059878368806, "alpha_c_m1d": 0.03131670891636018, "bench_spy_m1d": 0.01217581077006713, "bench_c_m1d": 0.039544161732075755, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.05950376275106806, "ret_signed_p1d": -0.05950376275106806, "alpha_spy_p1d": -0.05880025343333628, "alpha_c_p1d": -0.04120550409713486, "bench_spy_p1d": -0.0007035093177317764, "bench_c_p1d": -0.018298258653933197, "ret_p1w": 0.03634811888556633, "ret_signed_p1w": 0.03634811888556633, "alpha_spy_p1w": 0.027595065557440845, "alpha_c_p1w": 0.00043486529193170753, "bench_spy_p1w": 0.008753053328125482, "bench_c_p1w": 0.03591325359363462, "ret_p1m": 0.5013799996614119, "ret_signed_p1m": 0.5013799996614119, "alpha_spy_p1m": 0.4801940872657897, "alpha_c_p1m": 0.3382424500526593, "bench_spy_p1m": 0.021185912395622175, "bench_c_p1m": 0.1631375496087526, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.5013799996614119, "alpha_spy_stated": 0.4801940872657897, "alpha_c_stated": 0.3382424500526593, "price_path": [-0.4486, -0.4194, -0.4243, -0.4094, -0.4193, -0.4234, -0.4082, -0.4268, -0.4312, -0.4308, -0.4763, -0.4472, -0.4523, -0.4892, -0.463, -0.444, -0.4225, -0.4409, -0.4122, -0.3906, -0.3632, -0.3631, -0.3872, -0.4167, -0.4422, -0.4544, -0.473, -0.5097, -0.5073, -0.5559, -0.5338, -0.4924, -0.4946, -0.4946, -0.4787, -0.479, -0.4387, -0.4183, -0.4196, -0.4114, -0.3574, -0.3704, -0.369, -0.372, -0.3812, -0.3799, -0.3273, -0.3352, -0.3145, -0.2761, -0.3041, -0.2845, -0.2863, -0.2518, -0.2045, -0.1166, -0.0801, -0.1077, 0.0306, 0.0975, 0.0578, 0.109, 0.0709, 0.0, -0.0595, -0.0358, 0.0101, 0.0517, 0.0363, 0.0363, 0.2363, 0.2812, 0.2744, 0.3399, 0.4289, 0.4684, 0.4898, 0.3744, 0.1923, 0.31, 0.2915, 0.2308, 0.3743, 0.3546, 0.5014, 0.4086, 0.4396, 0.5649, 0.5649, 0.6717, 0.4514, 0.4514, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2033542129402945814", "ticker_idx": 0, "ts": "2026-03-16T13:53:19+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU Rip It", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish MU, endorsing bargain valuation and HBM/DRAM/NAND tailwinds thesis.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU Rip It https://t.co/GI58ipE0Oh", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": -0.03546847335497094, "ret_signed_m1d": -0.03546847335497094, "alpha_spy_m1d": -0.025394133540871833, "alpha_c_m1d": -0.018739120616264038, "bench_spy_m1d": -0.01007433981409911, "bench_c_m1d": -0.016729352738706904, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.045020383429470456, "ret_signed_p1d": 0.045020383429470456, "alpha_spy_p1d": 0.04238983843836497, "alpha_c_p1d": 0.03750618929314964, "bench_spy_p1d": 0.002630544991105488, "bench_c_p1d": 0.0075141941363208176, "ret_p1w": -0.08476684429074977, "ret_signed_p1w": -0.08476684429074977, "alpha_spy_p1w": -0.06703941798397917, "alpha_c_p1w": -0.07826799176001509, "bench_spy_p1w": -0.0177274263067706, "bench_c_p1w": -0.006498852530734678, "ret_p1m": 0.05444914916034849, "ret_signed_p1m": 0.05444914916034849, "alpha_spy_p1m": 0.013604073054120036, "alpha_c_p1m": -0.09299191651914529, "bench_spy_p1m": 0.04084507610622845, "bench_c_p1m": 0.14744106567949378, "ret_p3m": 1.2550664879253932, "ret_signed_p3m": 1.2550664879253932, "alpha_spy_p3m": 1.1493241188170638, "alpha_c_p3m": 0.7079249580908438, "bench_spy_p3m": 0.10574236910832946, "bench_c_p3m": 0.5471415298345494, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.05444914916034849, "alpha_spy_stated": 0.013604073054120036, "alpha_c_stated": -0.09299191651914529, "price_path": [-0.4897, -0.4376, -0.3983, -0.3742, -0.3749, -0.3514, -0.3514, -0.3556, -0.3337, -0.3376, -0.354, -0.354, -0.2861, -0.2935, -0.2227, -0.2314, -0.2598, -0.2189, -0.2171, -0.2347, -0.2455, -0.238, -0.1789, -0.1789, -0.1738, -0.1193, -0.1001, -0.0954, -0.1193, -0.0714, -0.0148, -0.0136, -0.0609, -0.0091, -0.0506, -0.1412, -0.1333, -0.1066, -0.132, -0.1552, -0.0712, -0.063, -0.0682, -0.0682, -0.0951, -0.0472, -0.0553, -0.0309, -0.0471, -0.0538, -0.029, -0.0594, -0.0666, -0.0659, -0.1406, -0.0929, -0.1013, -0.1618, -0.1188, -0.0876, -0.0523, -0.0825, -0.0355, 0.0, 0.045, 0.0451, 0.0056, -0.0428, -0.0848, -0.1047, -0.1352, -0.1954, -0.1914, -0.2713, -0.235, -0.167, -0.1707, -0.1707, -0.1446, -0.145, -0.079, -0.0455, -0.0476, -0.0341, 0.0544, 0.0331, 0.0354, 0.0305, 0.0154, 0.0176, 0.1039, 0.0908, 0.1248, 0.1878, 0.1419, 0.174, 0.1711, 0.2278, 0.3053, 0.4497, 0.5094, 0.4642, 0.6911, 0.801, 0.7359, 0.8198, 0.7572, 0.6409, 0.5433, 0.5822, 0.6575, 0.7257, 0.7006, 0.7006, 1.0286, 1.1023, 1.0912, 1.1988, 1.3448, 1.4096, 1.4446, 1.2554, 0.9565, 1.1496, 1.1192, 1.0196, 1.2551, 1.2228, 1.4637, 1.3114, 1.3622, 1.5678, 1.5678, 1.7431, 1.3816, 1.3816, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2042614135868002578", "ticker_idx": 0, "ts": "2026-04-10T14:42:14+00:00", "symbol": "TSM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$TSM has become the de facto semiconductor index. It's now the proxy for the entire semiconductor industry. $2 Trillion Market Cap: Inevitable", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Shares/endorses bullish TSM thesis: $2T market cap inevitable, proxy for entire semis sector, on record 35% revenue beat.", "resolved_tickers": ["TSM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "🔥 $TSM posts 35% jump in revenue to new record high\n\nKey Financial Highlights\n\nQ1 2026 Revenue: NT$1.134 trillion (approximately $35.71 billion USD).\n+35% year-over-year growth from NT$839.3 billion in Q1 2025.\n\nBeat analyst consensus estimates (LSEG: ~NT$1.12–1.125 trillion).\nMarked a new record quarterly revenue high.\n\nMarch 2026 alone: NT$415.2 billion, +45.2% YoY.\n\nThis performance came despite any early-quarter geopolitical noise (e.g., references to broader global tensions), with AI demand remaining resilient.", "reply_text": null, "parent_text": null, "quoted_text": "$TSM has become the de facto semiconductor index. It's now the proxy for the entire semiconductor industry.\n\n$2 Trillion Market Cap: Inevitable", "parent_author": null, "ret_m1d": -0.013788429449740569, "ret_signed_m1d": -0.013788429449740569, "alpha_spy_m1d": -0.01445064311302846, "alpha_c_m1d": 0.001250041642524402, "bench_spy_m1d": 0.0006622136632878917, "bench_c_m1d": -0.015038471092264971, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0027792616500851297, "ret_signed_p1d": -0.0027792616500851297, "alpha_spy_p1d": -0.012551708896566871, "alpha_c_p1d": -0.017565911034075454, "bench_spy_p1d": 0.009772447246481741, "bench_c_p1d": 0.014786649383990325, "ret_p1w": -0.00026982081058823937, "ret_signed_p1w": -0.00026982081058823937, "alpha_spy_p1w": -0.04542337233550331, "alpha_c_p1w": -0.06271259336689772, "bench_spy_p1w": 0.04515355152491507, "bench_c_p1w": 0.06244277255630948, "ret_p1m": 0.09158126055264315, "ret_signed_p1m": 0.09158126055264315, "alpha_spy_p1m": 0.0035113463522262744, "alpha_c_p1m": -0.2275681422981044, "bench_spy_p1m": 0.08806991420041688, "bench_c_p1m": 0.31914940285074755, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.09158126055264315, "alpha_spy_stated": 0.0035113463522262744, "alpha_c_stated": -0.2275681422981044, "price_path": [-0.1088, -0.1198, -0.0807, -0.0787, -0.0787, -0.1197, -0.1225, -0.1191, -0.099, -0.1048, -0.0896, -0.079, -0.0864, -0.1105, -0.0815, -0.0966, -0.1235, -0.1101, -0.0613, -0.0437, -0.0262, 0.0066, -0.0095, -0.0142, -0.0142, -0.02, -0.0253, -0.0303, -0.003, -0.0043, 0.038, 0.0433, 0.0139, 0.0079, -0.0068, -0.0498, -0.0382, -0.0479, -0.0881, -0.0617, -0.0661, -0.046, -0.094, -0.0897, -0.0845, -0.0664, -0.0837, -0.0858, -0.1116, -0.0868, -0.0738, -0.0617, -0.12, -0.1183, -0.146, -0.0881, -0.0785, -0.0852, -0.0852, -0.0778, -0.0682, -0.0127, -0.0138, 0.0, -0.0028, 0.0251, 0.0121, -0.0196, -0.0003, -0.0118, -0.0068, 0.0454, 0.0325, 0.086, 0.0928, 0.0587, 0.0627, 0.0687, 0.073, 0.0837, 0.0642, 0.1319, 0.1175, 0.1108, 0.0916, 0.072, 0.0788, 0.1271, 0.0911, 0.0684, 0.0594, 0.0837, 0.0986, 0.0915, 0.0915, 0.1126, 0.1407, 0.1464, 0.1291, 0.1755, 0.2053, 0.1783, 0.2005, 0.1203, 0.1516, 0.1547, 0.1029, 0.1388, 0.1466, 0.1938, 0.1517, 0.1688, 0.2499, 0.2499, 0.2649, 0.1803, 0.1803, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2048115899065073733", "ticker_idx": 0, "ts": "2026-04-25T19:04:17+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "this is extremely bullish for Micron", "tweet_type": "analysis", "timeline": "months", "summary": "Bullish MU, Samsung, SK Hynix on CPU-to-GPU ratio shift driving 16x+ DRAM/SSD demand multiplier; valuation multiple expansion incoming.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "$MU $DRAM CPU demand is going up and this is extremely bullish for Micron, Samsung & SK Hynix.\n\n$INTC CEO confirmed CPU to GPU ratio shifting from 1:8 toward 1:1. That is 800% more and it has HUGE implications for memory demand.\n\nThese are NOT NVIDIA CPUs. These are standalone Xeon racks running agent orchestration, RAG pipelines, tool calling, and multi-agent coordination alongside GPU clusters.\n\nTraditional servers ran 128 to 256GB of DRAM. AI-optimized servers now ship with 512GB to 1TB or more per node. Every one is a new high-margin server DRAM demand event. Higher margin than HBM. Every server also needs significantly more SSD as model sizes and context windows grow.\n\nThe demand multiplier is not 8x. It is closer to 16x or more when you stack both numbers together.\n\nMeanwhile GPU nodes simultaneously need more HBM and SOCAMM as context windows expand.\n\nTwo demand vectors. One direction. Neither slowing down.\n\nValuation Multiples Expansion & Structural Shift Incoming.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.05307304496618781, "ret_signed_m1d": -0.05307304496618781, "alpha_spy_m1d": -0.051353220022120616, "alpha_c_m1d": -0.05342857902439757, "bench_spy_m1d": -0.0017198249440671942, "bench_c_m1d": 0.00035553405820976103, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0386418886457458, "ret_signed_p1d": -0.0386418886457458, "alpha_spy_p1d": -0.033775896378626324, "alpha_c_p1d": -0.008914045205150267, "bench_spy_p1d": -0.004865992267119479, "bench_c_p1d": -0.029727843440595536, "ret_p1w": 0.09892102884311416, "ret_signed_p1w": 0.09892102884311416, "alpha_spy_p1w": 0.09494994449092009, "alpha_c_p1w": 0.09787413837364523, "bench_spy_p1w": 0.003971084352194065, "bench_c_p1w": 0.0010468904694689307, "ret_p1m": 0.707869469750678, "ret_signed_p1m": 0.707869469750678, "alpha_spy_p1m": 0.6583427039696157, "alpha_c_p1m": 0.5184806121808285, "bench_spy_p1m": 0.0495267657810623, "bench_c_p1m": 0.18938885756984947, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.707869469750678, "alpha_spy_stated": 0.6583427039696157, "alpha_c_stated": 0.5184806121808285, "price_path": [-0.1705, -0.1696, -0.2094, -0.1657, -0.2007, -0.277, -0.2704, -0.2479, -0.2692, -0.2888, -0.2181, -0.2112, -0.2156, -0.2156, -0.2382, -0.1979, -0.2047, -0.1841, -0.1978, -0.2035, -0.1825, -0.2081, -0.2142, -0.2136, -0.2765, -0.2363, -0.2434, -0.2944, -0.2581, -0.2319, -0.2022, -0.2276, -0.188, -0.1581, -0.1202, -0.1201, -0.1534, -0.1941, -0.2295, -0.2463, -0.2719, -0.3226, -0.3193, -0.3865, -0.356, -0.2987, -0.3018, -0.3018, -0.2799, -0.2802, -0.2246, -0.1965, -0.1982, -0.1868, -0.1123, -0.1303, -0.1284, -0.1325, -0.1452, -0.1433, -0.0707, -0.0817, -0.0531, 0.0, -0.0386, -0.0116, -0.0141, 0.0336, 0.0989, 0.2205, 0.2708, 0.2327, 0.4237, 0.5162, 0.4614, 0.532, 0.4794, 0.3815, 0.2993, 0.332, 0.3954, 0.4528, 0.4317, 0.4317, 0.7079, 0.7699, 0.7606, 0.8511, 0.974, 1.0286, 1.058, 0.8987, 0.6471, 0.8097, 0.7841, 0.7002, 0.8985, 0.8713, 1.0741, 0.9459, 0.9887, 1.1618, 1.1618, 1.3093, 1.0051, 1.0051, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2048115899065073733", "ticker_idx": 1, "ts": "2026-04-25T19:04:17+00:00", "symbol": "Samsung", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "this is extremely bullish for Micron, Samsung & SK Hynix", "tweet_type": "analysis", "timeline": "months", "summary": "Bullish MU, Samsung, SK Hynix on CPU-to-GPU ratio shift driving 16x+ DRAM/SSD demand multiplier; valuation multiple expansion incoming.", "resolved_tickers": ["005930.KS"], "resolution_method": "exchange_ticker", "resolution_reason": "Samsung in memory context = Samsung Electronics 005930.KS", "bench_c": "XLK", "bench_c_reason": "industry='Consumer Electronics'", "bench_c_industry": "Consumer Electronics", "unit_kind": "original", "lang": "en", "tweet_text": "$MU $DRAM CPU demand is going up and this is extremely bullish for Micron, Samsung & SK Hynix.\n\n$INTC CEO confirmed CPU to GPU ratio shifting from 1:8 toward 1:1. That is 800% more and it has HUGE implications for memory demand.\n\nThese are NOT NVIDIA CPUs. These are standalone Xeon racks running agent orchestration, RAG pipelines, tool calling, and multi-agent coordination alongside GPU clusters.\n\nTraditional servers ran 128 to 256GB of DRAM. AI-optimized servers now ship with 512GB to 1TB or more per node. Every one is a new high-margin server DRAM demand event. Higher margin than HBM. Every server also needs significantly more SSD as model sizes and context windows grow.\n\nThe demand multiplier is not 8x. It is closer to 16x or more when you stack both numbers together.\n\nMeanwhile GPU nodes simultaneously need more HBM and SOCAMM as context windows expand.\n\nTwo demand vectors. One direction. Neither slowing down.\n\nValuation Multiples Expansion & Structural Shift Incoming.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.022271714922049046, "ret_signed_m1d": -0.022271714922049046, "alpha_spy_m1d": -0.020551889977981852, "alpha_c_m1d": -0.02009200709803971, "bench_spy_m1d": -0.0017198249440671942, "bench_c_m1d": -0.002179707824009336, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.011135857461024523, "ret_signed_p1d": -0.011135857461024523, "alpha_spy_p1d": -0.006269865193905044, "alpha_c_p1d": 0.005803735709021374, "bench_spy_p1d": -0.004865992267119479, "bench_c_p1d": -0.016939593170045897, "ret_p1w": 0.03563474387527843, "ret_signed_p1w": 0.03563474387527843, "alpha_spy_p1w": 0.031663659523084364, "alpha_c_p1w": 0.02641755773060872, "bench_spy_p1w": 0.003971084352194065, "bench_c_p1w": 0.009217186144669709, "ret_p1m": 0.33184855233853017, "ret_signed_p1m": 0.33184855233853017, "alpha_spy_p1m": 0.28232178655746787, "alpha_c_p1m": 0.17883116024905243, "bench_spy_p1m": 0.0495267657810623, "bench_c_p1m": 0.15301739208947773, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.33184855233853017, "alpha_spy_stated": 0.28232178655746787, "alpha_c_stated": 0.17883116024905243, "price_path": [-0.2781, -0.2857, -0.2866, -0.3315, -0.2554, -0.2483, -0.2919, -0.295, -0.2603, -0.263, -0.2541, -0.2061, -0.1945, -0.1945, -0.1945, -0.1945, -0.1554, -0.155, -0.1421, -0.111, -0.0954, -0.031, -0.0376, -0.0376, -0.1328, -0.2345, -0.1483, -0.1634, -0.2288, -0.1648, -0.1554, -0.1648, -0.1843, -0.1612, -0.1381, -0.0732, -0.1087, -0.1136, -0.1719, -0.1568, -0.1599, -0.1994, -0.1994, -0.2147, -0.2552, -0.1552, -0.2053, -0.1706, -0.1399, -0.1247, -0.0624, -0.0913, -0.0824, -0.1047, -0.0802, -0.0601, -0.0312, -0.0379, -0.0445, -0.0245, -0.0312, 0.0, -0.0223, 0.0, -0.0111, 0.0067, -0.0178, -0.0178, 0.0356, 0.0356, 0.1849, 0.2094, 0.196, 0.2717, 0.2428, 0.265, 0.3185, 0.2049, 0.2517, 0.2272, 0.2294, 0.3341, 0.3029, 0.3029, 0.3318, 0.3675, 0.3341, 0.412, 0.5546, 0.6058, 0.6058, 0.5657, 0.4655, 0.3163, 0.4343, 0.3474, 0.3318, 0.4365, 0.5011, 0.5278, 0.5434, 0.6147, 0.5768, 0.5746, 0.3808, 0.5167, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2048115899065073733", "ticker_idx": 2, "ts": "2026-04-25T19:04:17+00:00", "symbol": "SK Hynix", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "this is extremely bullish for Micron, Samsung & SK Hynix", "tweet_type": "analysis", "timeline": "months", "summary": "Bullish MU, Samsung, SK Hynix on CPU-to-GPU ratio shift driving 16x+ DRAM/SSD demand multiplier; valuation multiple expansion incoming.", "resolved_tickers": ["000660.KS"], "resolution_method": "exchange_ticker", "resolution_reason": "SK Hynix KOSPI ticker 000660.KS", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "$MU $DRAM CPU demand is going up and this is extremely bullish for Micron, Samsung & SK Hynix.\n\n$INTC CEO confirmed CPU to GPU ratio shifting from 1:8 toward 1:1. That is 800% more and it has HUGE implications for memory demand.\n\nThese are NOT NVIDIA CPUs. These are standalone Xeon racks running agent orchestration, RAG pipelines, tool calling, and multi-agent coordination alongside GPU clusters.\n\nTraditional servers ran 128 to 256GB of DRAM. AI-optimized servers now ship with 512GB to 1TB or more per node. Every one is a new high-margin server DRAM demand event. Higher margin than HBM. Every server also needs significantly more SSD as model sizes and context windows grow.\n\nThe demand multiplier is not 8x. It is closer to 16x or more when you stack both numbers together.\n\nMeanwhile GPU nodes simultaneously need more HBM and SOCAMM as context windows expand.\n\nTwo demand vectors. One direction. Neither slowing down.\n\nValuation Multiples Expansion & Structural Shift Incoming.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.054179530014305755, "ret_signed_m1d": -0.054179530014305755, "alpha_spy_m1d": -0.05245970507023856, "alpha_c_m1d": -0.054535064072515516, "bench_spy_m1d": -0.0017198249440671942, "bench_c_m1d": 0.00035553405820976103, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.006191921404816947, "ret_signed_p1d": 0.006191921404816947, "alpha_spy_p1d": 0.011057913671936426, "alpha_c_p1d": 0.03591976484541248, "bench_spy_p1d": -0.004865992267119479, "bench_c_p1d": -0.029727843440595536, "ret_p1w": 0.11996906990642398, "ret_signed_p1w": 0.11996906990642398, "alpha_spy_p1w": 0.11599798555422991, "alpha_c_p1w": 0.11892217943695504, "bench_spy_p1w": 0.003971084352194065, "bench_c_p1w": 0.0010468904694689307, "ret_p1m": 0.5882352428889039, "ret_signed_p1m": 0.5882352428889039, "alpha_spy_p1m": 0.5387084771078416, "alpha_c_p1m": 0.3988463853190545, "bench_spy_p1m": 0.0495267657810623, "bench_c_p1m": 0.18938885756984947, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.5882352428889039, "alpha_spy_stated": 0.5387084771078416, "alpha_c_stated": 0.3988463853190545, "price_path": [-0.3503, -0.3348, -0.2977, -0.3588, -0.2993, -0.3047, -0.3495, -0.3518, -0.3147, -0.3232, -0.3356, -0.314, -0.3201, -0.3201, -0.3201, -0.3201, -0.3093, -0.2668, -0.2653, -0.2236, -0.2135, -0.1494, -0.1788, -0.1788, -0.2732, -0.3429, -0.2717, -0.2848, -0.3529, -0.274, -0.2608, -0.2802, -0.2957, -0.2461, -0.2492, -0.1827, -0.2159, -0.2206, -0.2779, -0.2368, -0.2299, -0.2779, -0.2779, -0.3243, -0.3754, -0.3057, -0.3576, -0.322, -0.3142, -0.291, -0.2005, -0.2276, -0.2051, -0.195, -0.1463, -0.1207, -0.106, -0.1269, -0.0975, -0.0526, -0.0534, -0.0519, -0.0542, 0.0, 0.0062, 0.0008, -0.0046, -0.0046, 0.12, 0.12, 0.2392, 0.2802, 0.305, 0.4551, 0.4203, 0.5294, 0.5248, 0.4079, 0.4241, 0.3506, 0.3506, 0.5015, 0.5023, 0.5023, 0.5882, 0.7361, 0.772, 0.806, 0.8293, 0.8269, 0.8269, 0.7789, 0.6024, 0.4793, 0.7147, 0.5854, 0.6264, 0.6644, 0.7712, 0.844, 0.9516, 1.0785, 1.1397, 1.2597, 0.9779, 0.9972, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2053082555168260380", "ticker_idx": 0, "ts": "2026-05-09T12:00:00+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Morgan Stanley's own alpha model rates both $MU and $SNDK 5 out of 5 on a 24 month horizon. That is their highest conviction rating. 93% of analysts covering $MU rate it Overweight.", "tweet_type": "news_reaction", "timeline": "months", "summary": "Author endorses highest-conviction Buy ratings on MU and SNDK from MS alpha model and near-unanimous analyst Overweight consensus on both names.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "Morgan Stanley's own alpha model rates both $MU and $SNDK 5 out of 5 on a 24 month horizon. That is their highest conviction rating.\n\n93% of analysts covering $MU rate it Overweight. That is one of the highest consensus ratings on the entire street for any semiconductor name.\n\n81% of analysts covering $SNDK rate it Overweight. Zero percent Underweight.\n\nEnough said but not enough $DRAM", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.06100614649097169, "ret_signed_m1d": -0.06100614649097169, "alpha_spy_m1d": -0.05873375895445532, "alpha_c_m1d": -0.04405343081253743, "bench_spy_m1d": -0.0022723875365163737, "bench_c_m1d": -0.01695271567843426, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03614851619104964, "ret_signed_p1d": -0.03614851619104964, "alpha_spy_p1d": -0.03463356357646308, "alpha_c_p1d": -0.010016750956380771, "bench_spy_p1d": -0.0015149526145865622, "bench_c_p1d": -0.02613176523466887, "ret_p1w": -0.1430727328497723, "ret_signed_p1w": -0.1430727328497723, "alpha_spy_p1w": -0.14219354218856162, "alpha_c_p1w": -0.09075709622749217, "bench_spy_p1w": -0.0008791906612106715, "bench_c_p1w": -0.052315636622280115, "ret_p1m": 0.1767316642629817, "ret_signed_p1m": 0.1767316642629817, "alpha_spy_p1m": 0.17977506112064068, "alpha_c_p1m": 0.15122453742273168, "bench_spy_p1m": -0.0030433968576589754, "bench_c_p1m": 0.025507126840250027, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.1767316642629817, "alpha_spy_stated": 0.17977506112064068, "alpha_c_stated": 0.15122453742273168, "price_path": [-0.4843, -0.4797, -0.4826, -0.4826, -0.4976, -0.4709, -0.4755, -0.4619, -0.4709, -0.4746, -0.4608, -0.4777, -0.4817, -0.4814, -0.5228, -0.4963, -0.501, -0.5346, -0.5107, -0.4934, -0.4738, -0.4906, -0.4644, -0.4447, -0.4197, -0.4197, -0.4416, -0.4685, -0.4918, -0.5029, -0.5198, -0.5533, -0.551, -0.5954, -0.5752, -0.5375, -0.5395, -0.5395, -0.525, -0.5253, -0.4886, -0.47, -0.4712, -0.4637, -0.4145, -0.4264, -0.4251, -0.4278, -0.4362, -0.435, -0.3871, -0.3943, -0.3755, -0.3404, -0.3659, -0.3481, -0.3498, -0.3183, -0.2752, -0.1951, -0.1619, -0.187, -0.061, 0.0, -0.0361, 0.0104, -0.0243, -0.0889, -0.1431, -0.1214, -0.0796, -0.0418, -0.0557, -0.0557, 0.1264, 0.1673, 0.1612, 0.2209, 0.302, 0.3379, 0.3574, 0.2523, 0.0864, 0.1936, 0.1767, 0.1214, 0.2521, 0.2342, 0.368, 0.2834, 0.3116, 0.4258, 0.4258, 0.5231, 0.3224, 0.3224, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2053082555168260380", "ticker_idx": 1, "ts": "2026-05-09T12:00:00+00:00", "symbol": "SNDK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Morgan Stanley's own alpha model rates both $MU and $SNDK 5 out of 5 on a 24 month horizon. 81% of analysts covering $SNDK rate it Overweight. Zero percent Underweight.", "tweet_type": "news_reaction", "timeline": "months", "summary": "Author endorses highest-conviction Buy ratings on MU and SNDK from MS alpha model and near-unanimous analyst Overweight consensus on both names.", "resolved_tickers": ["SNDK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "original", "lang": "en", "tweet_text": "Morgan Stanley's own alpha model rates both $MU and $SNDK 5 out of 5 on a 24 month horizon. That is their highest conviction rating.\n\n93% of analysts covering $MU rate it Overweight. That is one of the highest consensus ratings on the entire street for any semiconductor name.\n\n81% of analysts covering $SNDK rate it Overweight. Zero percent Underweight.\n\nEnough said but not enough $DRAM", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.009550457925356914, "ret_signed_m1d": 0.009550457925356914, "alpha_spy_m1d": 0.011822845461873288, "alpha_c_m1d": 0.022817763909901312, "bench_spy_m1d": -0.0022723875365163737, "bench_c_m1d": -0.013267305984544397, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.061735916827238446, "ret_signed_p1d": -0.061735916827238446, "alpha_spy_p1d": -0.060220964212651884, "alpha_c_p1d": -0.04666960606241022, "bench_spy_p1d": -0.0015149526145865622, "bench_c_p1d": -0.015066310764828228, "ret_p1w": -0.13863762355244824, "ret_signed_p1w": -0.13863762355244824, "alpha_spy_p1w": -0.13775843289123757, "alpha_c_p1w": -0.11884900038756707, "bench_spy_p1w": -0.0008791906612106715, "bench_c_p1w": -0.01978862316488117, "ret_p1m": 0.06395873292225707, "ret_signed_p1m": 0.06395873292225707, "alpha_spy_p1m": 0.06700212977991604, "alpha_c_p1m": 0.04771177964467932, "bench_spy_p1m": -0.0030433968576589754, "bench_c_p1m": 0.016246953277577747, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.06395873292225707, "alpha_spy_stated": 0.06700212977991604, "alpha_c_stated": 0.04771177964467932, "price_path": [-0.6127, -0.5927, -0.5951, -0.5951, -0.6184, -0.612, -0.5987, -0.58, -0.5693, -0.5874, -0.5914, -0.5788, -0.5894, -0.6, -0.6346, -0.6129, -0.6345, -0.6593, -0.6196, -0.6001, -0.5765, -0.6001, -0.5725, -0.5453, -0.5346, -0.513, -0.5011, -0.5414, -0.5461, -0.5461, -0.562, -0.6102, -0.6021, -0.6301, -0.5895, -0.5524, -0.5466, -0.5466, -0.5318, -0.5407, -0.4954, -0.4497, -0.4496, -0.3845, -0.3897, -0.4238, -0.4059, -0.4049, -0.41, -0.4162, -0.3673, -0.3975, -0.3603, -0.3085, -0.3523, -0.3123, -0.2915, -0.233, -0.1885, -0.0913, -0.0889, -0.1341, 0.0096, 0.0, -0.0617, -0.0648, -0.1065, -0.0904, -0.1386, -0.1061, -0.1002, -0.0034, -0.0445, -0.0445, 0.0271, 0.0274, 0.0608, 0.0953, 0.1382, 0.1091, 0.1835, 0.1371, 0.0076, 0.061, 0.064, 0.0618, 0.2158, 0.2795, 0.3621, 0.2869, 0.2657, 0.4117, 0.4117, 0.4692, 0.2688, 0.2688, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2047723932271415794", "ticker_idx": 0, "ts": "2026-04-24T17:06:44+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The most mispriced stock in semiconductors. Micron delivers 50% more revenue than $AVGO at 1/5 the valuation multiple and 1/4 the market cap.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long MU as the most mispriced semiconductor stock: 50% more revenue than AVGO at 1/5 the valuation multiple and 1/4 the market cap.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "The most mispriced stock in semiconductors.\n\n$TSM $39.6B rev → 25x P/E\n$AVGO $22.0B rev → 36x P/E\n$MU $33.5B rev → 8x P/E\n\nMicron delivers 50% more revenue than $AVGO at 1/5 the valuation multiple and 1/4 the market cap.\n\nFraction of the price 🤯 https://t.co/Uei3AvoXeU", "reply_text": null, "parent_text": null, "quoted_text": "$MU 8x Foward P/E\n$WDC 30x Forward P/E\n$AMD 46x Forward P/E\n$INTC 125x Forward P/E (Intraday)\n$INTC 155x Foward P/E (AfterHours)\n\nThe market is calling all of them \"cyclicals.\"\nOnly one of them is about to be truly transformed. https://t.co/1zIC4j4wYe", "parent_author": null, "ret_m1d": -0.030198099458723426, "ret_signed_m1d": -0.030198099458723426, "alpha_spy_m1d": -0.02250838023371393, "alpha_c_m1d": 0.018356509615103822, "bench_spy_m1d": -0.007689719225009495, "bench_c_m1d": -0.04855460907382725, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.056047665222807685, "ret_signed_p1d": 0.056047665222807685, "alpha_spy_p1d": 0.05432487738524405, "alpha_c_p1d": 0.05640307292147595, "bench_spy_p1d": 0.001722787837563633, "bench_c_p1d": -0.00035540769866826416, "ret_p1w": 0.09158081140312468, "ret_signed_p1w": 0.09158081140312468, "alpha_spy_p1w": 0.08218227520709509, "alpha_c_p1w": 0.08490676340826164, "bench_spy_p1w": 0.009398536196029594, "bench_c_p1w": 0.0066740479948630416, "ret_p1m": 0.5119181795667513, "ret_signed_p1m": 0.5119181795667513, "alpha_spy_p1m": 0.4675167086316392, "alpha_c_p1m": 0.37393538881969257, "bench_spy_p1m": 0.04440147093511215, "bench_c_p1m": 0.13798279074705877, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.5119181795667513, "alpha_spy_stated": 0.4675167086316392, "alpha_c_stated": 0.37393538881969257, "price_path": [-0.1744, -0.1241, -0.123, -0.1651, -0.119, -0.1559, -0.2365, -0.2295, -0.2057, -0.2283, -0.2489, -0.1742, -0.1669, -0.1716, -0.1716, -0.1955, -0.1529, -0.1601, -0.1384, -0.1529, -0.1588, -0.1367, -0.1637, -0.1702, -0.1696, -0.2359, -0.1935, -0.201, -0.2548, -0.2165, -0.1888, -0.1574, -0.1843, -0.1425, -0.1109, -0.0709, -0.0708, -0.106, -0.149, -0.1863, -0.2041, -0.2311, -0.2847, -0.2811, -0.3522, -0.3199, -0.2594, -0.2627, -0.2627, -0.2395, -0.2399, -0.1812, -0.1514, -0.1533, -0.1412, -0.0625, -0.0815, -0.0795, -0.0839, -0.0972, -0.0953, -0.0186, -0.0302, 0.0, 0.056, 0.0152, 0.0438, 0.0411, 0.0916, 0.1605, 0.2889, 0.342, 0.3018, 0.5035, 0.6012, 0.5433, 0.6179, 0.5623, 0.4589, 0.3721, 0.4067, 0.4736, 0.5343, 0.5119, 0.5119, 0.8036, 0.8691, 0.8592, 0.9548, 1.0847, 1.1423, 1.1734, 1.0052, 0.7394, 0.9111, 0.8841, 0.7955, 1.0049, 0.9762, 1.1903, 1.055, 1.1002, 1.283, 1.283, 1.4388, 1.1174, 1.1174, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2052716895715926400", "ticker_idx": 0, "ts": "2026-05-08T11:47:00+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "More revenue. A tiny fraction of their multiples. Tell me that's not insane.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long MU: generates more revenue than ASML+AMD+AMAT+KLAC combined yet trades at a tiny fraction of their collective market cap — deeply undervalued.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "$MU Insane\n\nMicron will generate more revenue next quarter than $ASML, $AMD, $AMAT, and $KLAC combined ($33.5B vs $31.2B).\n\nTheir combined market cap is $1.86T. $MU sits at $0.75T.\n\nMore revenue. A tiny fraction of their multiples. Tell me that's not insane. https://t.co/jXOxnxaDZd", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.1341438826519208, "ret_signed_m1d": -0.1341438826519208, "alpha_spy_m1d": -0.12595539062529948, "alpha_c_m1d": -0.0874746210519386, "bench_spy_m1d": -0.008188492026621308, "bench_c_m1d": -0.04666926159998219, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.06496969736595304, "ret_signed_p1d": 0.06496969736595304, "alpha_spy_p1d": 0.06269213432356557, "alpha_c_p1d": 0.047724630980225724, "bench_spy_p1d": 0.002277563042387465, "bench_c_p1d": 0.017245066385727315, "ret_p1w": -0.02965951779766396, "ret_signed_p1w": -0.02965951779766396, "alpha_spy_p1w": -0.031760875409074796, "alpha_c_p1w": -0.011655578856954785, "bench_spy_p1w": 0.0021013576114108368, "bench_c_p1w": -0.018003938940709174, "ret_p1m": 0.2711131779169784, "ret_signed_p1m": 0.2711131779169784, "alpha_spy_p1m": 0.26894412556372327, "alpha_c_p1m": 0.21530070864113604, "bench_spy_p1m": 0.002169052353255152, "bench_c_p1m": 0.05581246927584238, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.2711131779169784, "alpha_spy_stated": 0.26894412556372327, "alpha_c_stated": 0.21530070864113604, "price_path": [-0.5004, -0.4508, -0.4459, -0.449, -0.449, -0.4649, -0.4366, -0.4414, -0.4269, -0.4365, -0.4405, -0.4258, -0.4438, -0.4481, -0.4477, -0.4918, -0.4636, -0.4686, -0.5044, -0.4789, -0.4605, -0.4396, -0.4575, -0.4296, -0.4087, -0.382, -0.382, -0.4054, -0.434, -0.4588, -0.4706, -0.4886, -0.5242, -0.5219, -0.5691, -0.5476, -0.5074, -0.5096, -0.5096, -0.4942, -0.4944, -0.4554, -0.4356, -0.4368, -0.4288, -0.3765, -0.3891, -0.3878, -0.3906, -0.3996, -0.3983, -0.3473, -0.355, -0.3349, -0.2976, -0.3247, -0.3058, -0.3075, -0.274, -0.2281, -0.1428, -0.1074, -0.1341, 0.0, 0.065, 0.0265, 0.0761, 0.0391, -0.0297, -0.0874, -0.0644, -0.0198, 0.0205, 0.0056, 0.0056, 0.1996, 0.2432, 0.2366, 0.3002, 0.3866, 0.4249, 0.4456, 0.3337, 0.1569, 0.2711, 0.2532, 0.1943, 0.3335, 0.3144, 0.4568, 0.3668, 0.3969, 0.5184, 0.5184, 0.6221, 0.4084, 0.4084, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2046303501102481675", "ticker_idx": 0, "ts": "2026-04-20T19:02:27+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Micron is in high volume manufacturing for 192GB SOCAMM2 (Mid-March). And they are the only company that has delivered higher capacity 256GB samples to NVIDIA. Nobody else is there. First to sample. Higher Chance of First to win.", "tweet_type": "analysis", "timeline": "months", "summary": "Long MU: sole supplier of 256GB SOCAMM2 samples to NVIDIA and in HVM for 192GB, positioned to win the density battleground for AI inference.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU $DRAM Trendforce just confirmed what I have been saying about SOCAMM2.\n\nMicron is in high volume manufacturing for 192GB SOCAMM2 (Mid-March). And they are the only company that has delivered higher capacity 256GB samples to NVIDIA.\n\nNobody else is there.\n\nDensity is the new battleground for AI inference. More memory, tighter power envelope, smaller form factor.\n\nFirst to sample. Higher Chance of First to win.", "reply_text": null, "parent_text": null, "quoted_text": "$MU World's First High Capacity 256GB Low Powered DRAM SOCAMM2 Achieved!\n\n1/3 the power consumption and 1/3 smaller footprint versus standard RDIMMs — enabled by the industry's first monolithic 32Gb LPDDR5X die\n\n2.3 times faster time to first token for long-context LLM inference, https://t.co/unJwZd2dYD", "parent_author": null, "ret_m1d": 0.014829832963189293, "ret_signed_m1d": 0.014829832963189293, "alpha_spy_m1d": 0.01282609089479414, "alpha_c_m1d": 0.014398735000617169, "bench_spy_m1d": 0.0020037420683951535, "bench_c_m1d": 0.0004310979625721245, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.002140830976164354, "ret_signed_p1d": 0.002140830976164354, "alpha_spy_p1d": 0.008687723824703841, "alpha_c_p1d": 0.0006320538834760914, "bench_spy_p1d": -0.006546892848539487, "bench_c_p1d": 0.0015087770926882627, "ret_p1w": 0.16979613275697347, "ret_signed_p1w": 0.16979613275697347, "alpha_spy_p1w": 0.16069515303269855, "alpha_c_p1w": 0.07862443888335968, "bench_spy_p1w": 0.009100979724274927, "bench_c_p1w": 0.09117169387361379, "ret_p1m": 0.5582265940656577, "ret_signed_p1m": 0.5582265940656577, "alpha_spy_p1m": 0.5229375248943782, "alpha_c_p1m": 0.3857978674707614, "bench_spy_p1m": 0.0352890691712795, "bench_c_p1m": 0.17242872659489628, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.5582265940656577, "alpha_spy_stated": 0.5229375248943782, "alpha_c_stated": 0.3857978674707614, "price_path": [-0.1326, -0.1137, -0.1091, -0.1327, -0.0855, -0.0297, -0.0286, -0.0752, -0.0241, -0.065, -0.1543, -0.1465, -0.1202, -0.1451, -0.168, -0.0853, -0.0772, -0.0824, -0.0824, -0.1088, -0.0617, -0.0697, -0.0456, -0.0616, -0.0682, -0.0437, -0.0737, -0.0808, -0.0801, -0.1536, -0.1066, -0.1149, -0.1746, -0.1322, -0.1014, -0.0667, -0.0964, -0.0501, -0.0152, 0.0292, 0.0292, -0.0097, -0.0573, -0.0987, -0.1183, -0.1483, -0.2076, -0.2037, -0.2824, -0.2466, -0.1797, -0.1833, -0.1833, -0.1576, -0.158, -0.093, -0.06, -0.0621, -0.0487, 0.0384, 0.0174, 0.0196, 0.0148, 0.0, 0.0021, 0.0871, 0.0743, 0.1077, 0.1698, 0.1246, 0.1562, 0.1533, 0.2092, 0.2855, 0.4277, 0.4865, 0.442, 0.6654, 0.7736, 0.7095, 0.7921, 0.7305, 0.616, 0.5199, 0.5582, 0.6324, 0.6995, 0.6748, 0.6748, 0.9979, 1.0704, 1.0595, 1.1654, 1.3092, 1.373, 1.4075, 1.2211, 0.9268, 1.1169, 1.0871, 0.9889, 1.2208, 1.189, 1.4263, 1.2763, 1.3264, 1.5289, 1.5289, 1.7014, 1.3455, 1.3455, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2051723727109546490", "ticker_idx": 0, "ts": "2026-05-05T18:00:30+00:00", "symbol": "TSM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "TSMC capacity are fully consumed by advanced nodes, by AI accelerator demand from $NVDA $AMD $GOOGL. TSMC is MAXED OUT.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "TSMC maxed out on advanced node capacity; Intel and Samsung are inferior compromises on power, yield, and reliability.", "resolved_tickers": ["TSM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "$TSM Here is what the market does not understand.\n\nApple is in exploratory talks with Intel and Samsung for SECONDARY foundry capacity.\n\nThis is NOT a preference. TSMC capacity are fully consumed by advanced nodes, by AI accelerator demand from $NVDA $AMD $GOOGL. TSMC is MAXED OUT.\n\nIntel and Samsung are not equals. They are compromises. Power, yield, and reliability do not survive the comparison.\n\nYou would only know this if you have lived inside a fab, a process or device engineer.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.018255007510567856, "ret_signed_m1d": 0.018255007510567856, "alpha_spy_m1d": 0.026213392251842604, "alpha_c_m1d": 0.048674556042619166, "bench_spy_m1d": -0.007958384741274749, "bench_c_m1d": -0.03041954853205131, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.06361398225135861, "ret_signed_p1d": 0.06361398225135861, "alpha_spy_p1d": 0.04971458255858452, "alpha_c_p1d": 0.01182418868771884, "bench_spy_p1d": 0.013899399692774095, "bench_c_p1d": 0.051789793563639774, "ret_p1w": 0.007276657552231169, "ret_signed_p1w": 0.007276657552231169, "alpha_spy_p1w": -0.012632916326275279, "alpha_c_p1w": -0.06649555423388653, "bench_spy_p1w": 0.019909573878506448, "bench_c_p1w": 0.0737722117861177, "ret_p1m": 0.10719807734426823, "ret_signed_p1m": 0.10719807734426823, "alpha_spy_p1m": 0.06509912671305496, "alpha_c_p1m": -0.11321941951721293, "bench_spy_p1m": 0.04209895063121327, "bench_c_p1m": 0.22041749686148115, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.10719807734426823, "alpha_spy_stated": 0.06509912671305496, "alpha_c_stated": -0.11321941951721293, "price_path": [-0.1638, -0.118, -0.1014, -0.085, -0.0542, -0.0693, -0.0737, -0.0737, -0.0792, -0.0841, -0.0888, -0.0632, -0.0644, -0.0247, -0.0197, -0.0473, -0.0529, -0.0668, -0.1072, -0.0963, -0.1053, -0.1432, -0.1184, -0.1224, -0.1036, -0.1487, -0.1446, -0.1398, -0.1228, -0.139, -0.141, -0.1652, -0.1419, -0.1297, -0.1183, -0.1732, -0.1716, -0.1975, -0.1432, -0.1342, -0.1404, -0.1404, -0.1335, -0.1245, -0.0723, -0.0733, -0.0604, -0.063, -0.0368, -0.049, -0.0788, -0.0606, -0.0714, -0.0668, -0.0177, -0.0298, 0.0204, 0.0268, -0.0052, -0.0015, 0.0042, 0.0083, 0.0183, 0.0, 0.0636, 0.05, 0.0438, 0.0257, 0.0073, 0.0137, 0.0591, 0.0252, 0.0039, -0.0046, 0.0183, 0.0323, 0.0256, 0.0256, 0.0454, 0.0718, 0.0772, 0.061, 0.1045, 0.1326, 0.1072, 0.1281, 0.0526, 0.0821, 0.085, 0.0364, 0.0701, 0.0774, 0.1218, 0.0822, 0.0983, 0.1744, 0.1744, 0.1885, 0.109, 0.109, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2042822143445209322", "ticker_idx": 0, "ts": "2026-04-11T04:28:47+00:00", "symbol": "SNDK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Smart money is going after NAND", "tweet_type": "prediction", "timeline": "days", "summary": "Expects upward move Monday on Nasdaq inclusion news; smart money buying into NAND/SNDK.", "resolved_tickers": ["SNDK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@darealcraigster The nasdaq inclusion news was announced even when AH market was closed so potentially something happens on Monday. Just a guess. Smart money is going after NAND.", "reply_text": null, "parent_text": "@TradexWhisperer What makes you think this? New blue candle (unfortunately not on that tier with you for $SNDK)? Me thinks yes. Unless there's another reason🤔. Btw, I'm all for that gap up😉", "quoted_text": null, "parent_author": "darealcraigster", "ret_m1d": -0.10575326033464572, "ret_signed_m1d": -0.10575326033464572, "alpha_spy_m1d": -0.09607538956967299, "alpha_c_m1d": -0.08521887962059649, "bench_spy_m1d": -0.00967787076497273, "bench_c_m1d": -0.020534380714049227, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.008440921813484215, "ret_signed_p1d": -0.008440921813484215, "alpha_spy_p1d": -0.020625799023324953, "alpha_c_p1d": -0.02444256775342213, "bench_spy_p1d": 0.012184877209840739, "bench_c_p1d": 0.016001645939937914, "ret_p1w": -0.041448798392388464, "ret_signed_p1w": -0.041448798392388464, "alpha_spy_p1w": -0.07441768570124918, "alpha_c_p1w": -0.10291428925977197, "bench_spy_p1w": 0.03296888730886072, "bench_c_p1w": 0.06146549086738351, "ret_p1m": 0.524430466699475, "ret_signed_p1m": 0.524430466699475, "alpha_spy_p1m": 0.4485231741192741, "alpha_c_p1m": 0.32121637238401113, "bench_spy_p1m": 0.0759072925802009, "bench_c_p1m": 0.2032140943154639, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": -0.041448798392388464, "alpha_spy_stated": -0.07441768570124918, "alpha_c_stated": -0.10291428925977197, "price_path": [-0.5929, -0.5704, -0.5658, -0.5658, -0.5243, -0.4737, -0.4715, -0.5025, -0.5057, -0.4946, -0.4461, -0.4338, -0.395, -0.3016, -0.2698, -0.3863, -0.3951, -0.3722, -0.3875, -0.4313, -0.3708, -0.3383, -0.3422, -0.3422, -0.38, -0.3697, -0.3479, -0.3176, -0.3003, -0.3296, -0.3361, -0.3156, -0.333, -0.35, -0.4064, -0.3711, -0.4062, -0.4464, -0.3819, -0.3502, -0.3119, -0.3503, -0.3054, -0.2613, -0.2439, -0.2087, -0.1894, -0.2549, -0.2625, -0.2625, -0.2883, -0.3668, -0.3535, -0.399, -0.333, -0.2727, -0.2634, -0.2634, -0.2392, -0.2538, -0.1802, -0.106, -0.1058, 0.0, -0.0084, -0.0638, -0.0347, -0.0331, -0.0414, -0.0515, 0.0279, -0.0211, 0.0393, 0.1236, 0.0523, 0.1173, 0.1512, 0.2462, 0.3185, 0.4765, 0.4803, 0.4068, 0.6403, 0.6247, 0.5244, 0.5194, 0.4517, 0.4778, 0.3995, 0.4523, 0.462, 0.6191, 0.5524, 0.5524, 0.6688, 0.6692, 0.7235, 0.7795, 0.8493, 0.802, 0.9228, 0.8474, 0.6371, 0.7239, 0.7287, 0.7252, 0.9753, 1.0788, 1.213, 1.0909, 1.0565, 1.2937, 1.2937, 1.3871, 1.0615, 1.0615, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2042822143445209322", "ticker_idx": 1, "ts": "2026-04-11T04:28:47+00:00", "symbol": "NAND", "kind": "sector", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "Smart money is going after NAND", "tweet_type": "prediction", "timeline": "days", "summary": "Expects upward move Monday on Nasdaq inclusion news; smart money buying into NAND/SNDK.", "resolved_tickers": ["MU", "285A.T", "WDC"], "resolution_method": "basket", "resolution_reason": "NAND sector basket: Micron, Kioxia, Western Digital", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@darealcraigster The nasdaq inclusion news was announced even when AH market was closed so potentially something happens on Monday. Just a guess. Smart money is going after NAND.", "reply_text": null, "parent_text": "@TradexWhisperer What makes you think this? New blue candle (unfortunately not on that tier with you for $SNDK)? Me thinks yes. Unless there's another reason🤔. Btw, I'm all for that gap up😉", "quoted_text": null, "parent_author": "darealcraigster", "ret_m1d": -0.023117444470969084, "ret_signed_m1d": -0.023117444470969084, "alpha_spy_m1d": -0.013439573705996355, "alpha_c_m1d": -0.00854625416908017, "bench_spy_m1d": -0.00967787076497273, "bench_c_m1d": -0.014571190301888914, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.08560399002872747, "ret_signed_p1d": 0.08560399002872747, "alpha_spy_p1d": 0.07341911281888673, "alpha_c_p1d": 0.06607044075809247, "bench_spy_p1d": 0.012184877209840739, "bench_c_p1d": 0.019533549270634998, "ret_p1w": 0.031780026816223717, "ret_signed_p1w": 0.031780026816223717, "alpha_spy_p1w": -0.0011888604926370006, "alpha_c_p1w": -0.014730541342557912, "bench_spy_p1w": 0.03296888730886072, "bench_c_p1w": 0.04651056815878163, "ret_p1m": 0.5557132131694525, "ret_signed_p1m": 0.5557132131694525, "alpha_spy_p1m": 0.47980592058925164, "alpha_c_p1m": 0.2897547960717889, "bench_spy_p1m": 0.0759072925802009, "bench_c_p1m": 0.26595841709766366, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": 0.031780026816223717, "alpha_spy_stated": -0.0011888604926370006, "alpha_c_stated": -0.014730541342557912, "price_path": [-0.3935, -0.3804, -0.3487, -0.3437, -0.3407, -0.29, -0.267, -0.2781, -0.2809, -0.2425, -0.1919, -0.1895, -0.2101, -0.2052, -0.1746, -0.2245, -0.2452, -0.2193, -0.2269, -0.2577, -0.2181, -0.1806, -0.167, -0.1728, -0.1789, -0.1607, -0.1766, -0.1747, -0.1852, -0.1786, -0.1593, -0.1804, -0.1857, -0.1913, -0.2496, -0.2332, -0.2269, -0.2644, -0.2542, -0.2231, -0.1892, -0.2083, -0.1834, -0.1414, -0.1103, -0.0998, -0.1129, -0.1523, -0.1747, -0.1795, -0.1804, -0.2365, -0.2428, -0.2955, -0.2751, -0.1967, -0.2081, -0.2001, -0.1722, -0.1599, -0.0655, -0.0537, -0.0231, 0.0, 0.0856, 0.0495, 0.0627, 0.0357, 0.0318, 0.0655, 0.1223, 0.1373, 0.1414, 0.1695, 0.1534, 0.1852, 0.2182, 0.2226, 0.2597, 0.3313, 0.369, 0.4097, 0.5148, 0.6023, 0.5557, 0.6367, 0.5886, 0.499, 0.5177, 0.5105, 0.5563, 0.6485, 0.6597, 0.7456, 0.8653, 0.8761, 0.8806, 0.9664, 1.102, 1.1941, 1.2415, 1.1461, 0.9954, 1.0098, 1.0393, 0.9151, 1.0864, 1.1687, 1.4416, 1.4559, 1.5166, 1.6296, 1.7544, 1.8029, 1.4444, 1.4466, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2042069267311686038", "ticker_idx": 0, "ts": "2026-04-09T02:37:07+00:00", "symbol": "SNDK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "NAND contract prices outpacing DRAM including March. Enterprise NAND margins in some cases have surpassed HBM. AI Inference demand is reshaping the memory and the storage market in ways nobody modeled.", "tweet_type": "analysis", "timeline": "quarters", "summary": "Bullish SNDK and MU: NAND contract prices surging past DRAM, enterprise NAND margins rivaling HBM, hyperscaler hoarding sets up structural memory scarcity through 2027-28.", "resolved_tickers": ["SNDK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "original", "lang": "en", "tweet_text": "$SNDK $MU Some crazy data points worth paying attention to.\n\nNAND contract prices outpacing DRAM including March. Enterprise NAND margins in some cases have surpassed HBM.\n\nAI Inference demand is reshaping the memory and the storage market in ways nobody modeled.\n\nHyperscalers are hoarding. Not just to build also to starve competitors of supply. Having less memory in 2027/2028 means you can't serve customers as much. Revenue expansion slows down. You lose and need to explain to your shareholders why your revenue/margin expansion is slowing down.\n\n\"Memory is a key strategic asset.\" -@MicronCEO", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.08298787216827141, "ret_signed_m1d": -0.08298787216827141, "alpha_spy_m1d": -0.07725194513366973, "alpha_c_m1d": -0.08031313663363449, "bench_spy_m1d": -0.005735927034601684, "bench_c_m1d": -0.0026747355346369295, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.00023487464954263793, "ret_signed_p1d": 0.00023487464954263793, "alpha_spy_p1d": 0.0008966500761011797, "alpha_c_p1d": -0.0036363625452173753, "bench_spy_p1d": -0.0006617754265585418, "bench_c_p1d": 0.0038712371947600133, "ret_p1w": 0.07973503387262282, "ret_signed_p1w": 0.07973503387262282, "alpha_spy_p1w": 0.047745441557965895, "alpha_c_p1w": 0.009699093659639724, "bench_spy_p1w": 0.03198959231465692, "bench_c_p1w": 0.0700359402129831, "ret_p1m": 0.83465828103723, "ret_signed_p1m": 0.83465828103723, "alpha_spy_p1m": 0.7497793050296269, "alpha_c_p1m": 0.5992109058728281, "bench_spy_p1m": 0.08487897600760319, "bench_c_p1m": 0.23544737516440195, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.5429, -0.5422, -0.5446, -0.5194, -0.5143, -0.5143, -0.4679, -0.4113, -0.4088, -0.4436, -0.4471, -0.4347, -0.3804, -0.3667, -0.3233, -0.2188, -0.1833, -0.3136, -0.3234, -0.2978, -0.3149, -0.364, -0.2962, -0.2598, -0.2642, -0.2642, -0.3065, -0.2949, -0.2707, -0.2367, -0.2173, -0.2502, -0.2574, -0.2345, -0.2539, -0.273, -0.336, -0.2965, -0.3358, -0.3808, -0.3087, -0.2732, -0.2303, -0.2733, -0.2231, -0.1737, -0.1543, -0.1149, -0.0933, -0.1666, -0.1751, -0.1751, -0.204, -0.2917, -0.2768, -0.3277, -0.2539, -0.1865, -0.1761, -0.1761, -0.1491, -0.1653, -0.083, 0.0, 0.0002, 0.1185, 0.1091, 0.0471, 0.0797, 0.0815, 0.0722, 0.061, 0.1497, 0.095, 0.1624, 0.2567, 0.1771, 0.2497, 0.2876, 0.3939, 0.4748, 0.6514, 0.6557, 0.5735, 0.8347, 0.8173, 0.7051, 0.6995, 0.6237, 0.653, 0.5654, 0.6244, 0.6353, 0.8111, 0.7364, 0.7364, 0.8666, 0.8671, 0.9278, 0.9904, 1.0685, 1.0155, 1.1507, 1.0664, 0.8311, 0.9282, 0.9335, 0.9296, 1.2095, 1.3252, 1.4753, 1.3387, 1.3002, 1.5656, 1.5656, 1.67, 1.3059, 1.3059, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2042069267311686038", "ticker_idx": 1, "ts": "2026-04-09T02:37:07+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "NAND contract prices outpacing DRAM including March. Enterprise NAND margins in some cases have surpassed HBM. AI Inference demand is reshaping the memory and the storage market in ways nobody modeled. Hyperscalers are hoarding.", "tweet_type": "analysis", "timeline": "quarters", "summary": "Bullish SNDK and MU: NAND contract prices surging past DRAM, enterprise NAND margins rivaling HBM, hyperscaler hoarding sets up structural memory scarcity through 2027-28.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "$SNDK $MU Some crazy data points worth paying attention to.\n\nNAND contract prices outpacing DRAM including March. Enterprise NAND margins in some cases have surpassed HBM.\n\nAI Inference demand is reshaping the memory and the storage market in ways nobody modeled.\n\nHyperscalers are hoarding. Not just to build also to starve competitors of supply. Having less memory in 2027/2028 means you can't serve customers as much. Revenue expansion slows down. You lose and need to explain to your shareholders why your revenue/margin expansion is slowing down.\n\n\"Memory is a key strategic asset.\" -@MicronCEO", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.03506440757484053, "ret_signed_m1d": -0.03506440757484053, "alpha_spy_m1d": -0.029328480540238844, "alpha_c_m1d": -0.017890778858828393, "bench_spy_m1d": -0.005735927034601684, "bench_c_m1d": -0.017173628716012135, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0021826609248163376, "ret_signed_p1d": -0.0021826609248163376, "alpha_spy_p1d": -0.0015208854982577957, "alpha_c_p1d": -0.017450740591787417, "bench_spy_p1d": -0.0006617754265585418, "bench_c_p1d": 0.01526807966697108, "ret_p1w": 0.08474294890544765, "ret_signed_p1w": 0.08474294890544765, "alpha_spy_p1w": 0.05275335659079072, "alpha_c_p1w": 0.027830512816764186, "bench_spy_p1w": 0.03198959231465692, "bench_c_p1w": 0.05691243608868346, "ret_p1m": 0.7717491406048635, "ret_signed_p1m": 0.7717491406048635, "alpha_spy_p1m": 0.6868701645972604, "alpha_c_p1m": 0.45516346692387954, "bench_spy_p1m": 0.08487897600760319, "bench_c_p1m": 0.316585673680984, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.1798, -0.1981, -0.2095, -0.2017, -0.1398, -0.1398, -0.1344, -0.0773, -0.0572, -0.0523, -0.0773, -0.0271, 0.0322, 0.0334, -0.0161, 0.0382, -0.0053, -0.1003, -0.092, -0.064, -0.0906, -0.1149, -0.0269, -0.0183, -0.0238, -0.0238, -0.052, -0.0017, -0.0103, 0.0154, -0.0017, -0.0087, 0.0173, -0.0145, -0.0221, -0.0214, -0.0996, -0.0496, -0.0584, -0.1219, -0.0768, -0.0441, -0.0071, -0.0387, 0.0105, 0.0477, 0.0949, 0.095, 0.0536, 0.0029, -0.0411, -0.062, -0.0939, -0.1571, -0.1529, -0.2366, -0.1985, -0.1273, -0.1311, -0.1311, -0.1038, -0.1042, -0.0351, 0.0, -0.0022, 0.012, 0.1047, 0.0824, 0.0847, 0.0796, 0.0638, 0.0661, 0.1565, 0.1428, 0.1784, 0.2445, 0.1964, 0.23, 0.2269, 0.2864, 0.3676, 0.5188, 0.5814, 0.5341, 0.7717, 0.8869, 0.8187, 0.9066, 0.841, 0.7192, 0.6169, 0.6577, 0.7366, 0.808, 0.7817, 0.7817, 1.1254, 1.2026, 1.191, 1.3036, 1.4566, 1.5245, 1.5612, 1.3629, 1.0498, 1.2521, 1.2203, 1.1159, 1.3626, 1.3288, 1.5812, 1.4217, 1.4749, 1.6903, 1.6903, 1.8739, 1.4952, 1.4952, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2042820904900841875", "ticker_idx": 0, "ts": "2026-04-11T04:23:52+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$500 Incoming", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish MU; bears failed to reverse the candle structure, calling $500 price target.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "$MU The bears tried. No PINK. No TRIM candles. The BLUE candle didn't care. $500 Incoming\n\nGet 290+ charts daily. Try it free:\nhttps://t.co/ZQDP5HCFyq https://t.co/z2RuR0yywy", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.01399568936344775, "ret_signed_m1d": -0.01399568936344775, "alpha_spy_m1d": -0.004317818598475021, "alpha_c_m1d": 0.0005755009384411647, "bench_spy_m1d": -0.00967787076497273, "bench_c_m1d": -0.014571190301888914, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.09166355571854745, "ret_signed_p1d": 0.09166355571854745, "alpha_spy_p1d": 0.07947867850870671, "alpha_c_p1d": 0.07213000644791245, "bench_spy_p1d": 0.012184877209840739, "bench_c_p1d": 0.019533549270634998, "ret_p1w": 0.05124722429261053, "ret_signed_p1w": 0.05124722429261053, "alpha_spy_p1w": 0.01827833698374981, "alpha_c_p1w": 0.004736656133828898, "bench_spy_p1w": 0.03296888730886072, "bench_c_p1w": 0.04651056815878163, "ret_p1m": 0.797121205638941, "ret_signed_p1m": 0.797121205638941, "alpha_spy_p1m": 0.72121391305874, "alpha_c_p1m": 0.5311627885412773, "bench_spy_p1m": 0.0759072925802009, "bench_c_p1m": 0.26595841709766366, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.797121205638941, "alpha_spy_stated": 0.72121391305874, "alpha_c_stated": 0.5311627885412773, "price_path": [-0.2188, -0.2112, -0.1499, -0.1499, -0.1447, -0.0882, -0.0683, -0.0635, -0.0882, -0.0387, 0.02, 0.0212, -0.0278, 0.0259, -0.0171, -0.1109, -0.1028, -0.0751, -0.1013, -0.1253, -0.0384, -0.0299, -0.0353, -0.0353, -0.0632, -0.0136, -0.022, 0.0034, -0.0135, -0.0205, 0.0053, -0.0262, -0.0337, -0.033, -0.1103, -0.0609, -0.0696, -0.1323, -0.0877, -0.0554, -0.0189, -0.0501, -0.0014, 0.0353, 0.0819, 0.082, 0.0411, -0.009, -0.0525, -0.0731, -0.1046, -0.167, -0.1629, -0.2456, -0.208, -0.1376, -0.1414, -0.1414, -0.1144, -0.1148, -0.0465, -0.0118, -0.014, 0.0, 0.0917, 0.0696, 0.0719, 0.0668, 0.0512, 0.0535, 0.1428, 0.1293, 0.1645, 0.2297, 0.1822, 0.2154, 0.2124, 0.2711, 0.3514, 0.5008, 0.5627, 0.5159, 0.7508, 0.8645, 0.7971, 0.884, 0.8192, 0.6988, 0.5978, 0.6381, 0.716, 0.7866, 0.7606, 0.7606, 1.1002, 1.1765, 1.165, 1.2764, 1.4276, 1.4946, 1.5309, 1.335, 1.0255, 1.2254, 1.194, 1.0909, 1.3347, 1.3012, 1.5506, 1.393, 1.4456, 1.6585, 1.6585, 1.8399, 1.4657, 1.4657, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2039885061793984663", "ticker_idx": 0, "ts": "2026-04-03T01:57:52+00:00", "symbol": "TSM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$3T soon", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish on TSMC, sees market cap reaching $3T soon.", "resolved_tickers": ["TSM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@danreese347 $3T soon", "reply_text": null, "parent_text": "@TradexWhisperer How do you see TSM’s valuation?", "quoted_text": null, "parent_author": "danreese347", "ret_m1d": -0.007958737009657657, "ret_signed_m1d": -0.007958737009657657, "alpha_spy_m1d": -0.0032541298749992897, "alpha_c_m1d": 0.0012841630372231183, "bench_spy_m1d": -0.004704607134658367, "bench_c_m1d": -0.009242900046880775, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.010416708621884485, "ret_signed_p1d": 0.010416708621884485, "alpha_spy_p1d": 0.009976708057257255, "alpha_c_p1d": 0.0005172621816660339, "bench_spy_p1d": 0.0004400005646272298, "bench_c_p1d": 0.009899446440218451, "ret_p1w": 0.08137289466479092, "ret_signed_p1w": 0.08137289466479092, "alpha_spy_p1w": 0.04013941836687285, "alpha_c_p1w": -0.03822906512503721, "bench_spy_p1w": 0.04123347629791807, "bench_c_p1w": 0.11960195978982813, "ret_p1m": 0.15405553232914704, "ret_signed_p1m": 0.15405553232914704, "alpha_spy_p1m": 0.055653557174227375, "alpha_c_p1m": -0.1659353458453905, "bench_spy_p1m": 0.09840197515491966, "bench_c_p1m": 0.31999087817453753, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.15405553232914704, "alpha_spy_stated": 0.055653557174227375, "alpha_c_stated": -0.1659353458453905, "price_path": [-0.0702, -0.0721, -0.0557, -0.032, -0.0336, -0.0456, -0.0032, -0.0009, -0.0009, -0.0454, -0.0484, -0.0448, -0.0229, -0.0292, -0.0128, -0.0012, -0.0093, -0.0355, -0.004, -0.0203, -0.0496, -0.035, 0.0179, 0.037, 0.056, 0.0915, 0.074, 0.069, 0.069, 0.0627, 0.057, 0.0515, 0.0812, 0.0797, 0.1255, 0.1313, 0.0995, 0.093, 0.077, 0.0304, 0.0429, 0.0325, -0.0112, 0.0174, 0.0127, 0.0345, -0.0175, -0.0129, -0.0073, 0.0123, -0.0064, -0.0087, -0.0366, -0.0097, 0.0044, 0.0175, -0.0458, -0.0439, -0.0739, -0.0111, -0.0008, -0.008, -0.008, 0.0, 0.0104, 0.0706, 0.0694, 0.0844, 0.0814, 0.1116, 0.0976, 0.0632, 0.0841, 0.0716, 0.077, 0.1337, 0.1197, 0.1776, 0.185, 0.148, 0.1524, 0.1589, 0.1636, 0.1751, 0.1541, 0.2275, 0.2118, 0.2046, 0.1837, 0.1625, 0.1698, 0.2223, 0.1831, 0.1586, 0.1488, 0.1752, 0.1913, 0.1836, 0.1836, 0.2065, 0.2369, 0.2432, 0.2244, 0.2747, 0.307, 0.2778, 0.3018, 0.2148, 0.2488, 0.2521, 0.196, 0.2349, 0.2433, 0.2946, 0.2489, 0.2674, 0.3553, 0.3553, 0.3716, 0.2799, 0.2799, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2042457733849563632", "ticker_idx": 0, "ts": "2026-04-10T04:20:45+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The buildout is global and accelerating. Micron: $7B HBM packaging facility. Singapore. First of its kind. Full HBM contribution 2027.", "tweet_type": "analysis", "timeline": "years", "summary": "Bullish advanced packaging / HBM buildout; names MU, TSMC, INTC, AMKR, AMAT, BESI as beneficiaries of accelerating global capacity expansion.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU $TSM $INTC $ASX $AMKR $AMAT $BESI $DRAM\n\nThe performance bottleneck in AI isn't the GPU. It's getting data to the GPU fast enough.\n\nAdvanced packaging is the solution. HBM placed directly beside the processor on a silicon interposer. Connected through thousands of microscopic vias. A 1024-bit memory bus delivering over 1 TB/s. HBM3 runs at 140+ GB/s per watt. GDDR6 isn't in the same conversation. Shorter distance means lower power, lower heat, faster signal. Physics doesn't negotiate.\n\nMoore's Law scaled compute. Advanced packaging scales everything else.\n\nThe buildout is global and accelerating.\n\nSamsung: $4B packaging plant. Vietnam.\n\nAmkor: Expanding the world's largest packaging facility. Vietnam.\n\nIntel: $7B Project Pelican. Penang. 99% done. First ops 2026.\n\nMicron: $7B HBM packaging facility. Singapore. First of its kind. Full HBM contribution 2027.\n\nYou can build the best chip in the world.\nIf you can't package it, it doesn't ship.", "reply_text": null, "parent_text": null, "quoted_text": "$TSM Advanced packaging capacity is maxed out.\n\n$INTC Intel's advanced packaging business is gaining interest as an alternative to TSMC especially in the AI chip segment.\n\nGoogle and Amazon are in active discussions with Intel for advanced packaging services for their custom https://t.co/QJcvAhD9EJ", "parent_author": null, "ret_m1d": 0.002187435354490175, "ret_signed_m1d": 0.002187435354490175, "alpha_spy_m1d": 0.0015252216912022831, "alpha_c_m1d": 0.017225906446755146, "bench_spy_m1d": 0.0006622136632878917, "bench_c_m1d": -0.015038471092264971, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.014194349063659129, "ret_signed_p1d": 0.014194349063659129, "alpha_spy_p1d": 0.004421901817177387, "alpha_c_p1d": -0.0005923003203311961, "bench_spy_p1d": 0.009772447246481741, "bench_c_p1d": 0.014786649383990325, "ret_p1w": 0.08198010244311149, "ret_signed_p1w": 0.08198010244311149, "alpha_spy_p1w": 0.03682655091819642, "alpha_c_p1w": 0.019537329886802013, "bench_spy_p1w": 0.04515355152491507, "bench_c_p1w": 0.06244277255630948, "ret_p1m": 0.890986528483424, "ret_signed_p1m": 0.890986528483424, "alpha_spy_p1m": 0.8029166142830071, "alpha_c_p1m": 0.5718371256326764, "bench_spy_p1m": 0.08806991420041688, "bench_c_p1m": 0.31914940285074755, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.1964, -0.2078, -0.2, -0.1379, -0.1379, -0.1325, -0.0752, -0.0551, -0.0502, -0.0753, -0.025, 0.0345, 0.0357, -0.014, 0.0405, -0.0032, -0.0983, -0.09, -0.062, -0.0886, -0.1129, -0.0248, -0.0162, -0.0216, -0.0216, -0.0499, 0.0004, -0.0081, 0.0176, 0.0005, -0.0066, 0.0196, -0.0124, -0.02, -0.0192, -0.0976, -0.0475, -0.0564, -0.1199, -0.0747, -0.042, -0.0049, -0.0366, 0.0127, 0.05, 0.0973, 0.0974, 0.0559, 0.0051, -0.039, -0.06, -0.0919, -0.1552, -0.151, -0.2349, -0.1967, -0.1254, -0.1292, -0.1292, -0.1018, -0.1023, -0.033, 0.0022, 0.0, 0.0142, 0.1072, 0.0847, 0.0871, 0.082, 0.0662, 0.0685, 0.159, 0.1453, 0.181, 0.2472, 0.199, 0.2327, 0.2296, 0.2892, 0.3706, 0.5221, 0.5849, 0.5374, 0.7756, 0.891, 0.8226, 0.9107, 0.8451, 0.723, 0.6204, 0.6613, 0.7404, 0.812, 0.7856, 0.7856, 1.1301, 1.2074, 1.1958, 1.3087, 1.462, 1.53, 1.5668, 1.3681, 1.0543, 1.257, 1.2252, 1.1205, 1.3678, 1.3339, 1.5868, 1.427, 1.4803, 1.6962, 1.6962, 1.8802, 1.5007, 1.5007, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2042457733849563632", "ticker_idx": 1, "ts": "2026-04-10T04:20:45+00:00", "symbol": "TSM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Advanced packaging capacity is maxed out. Moore's Law scaled compute. Advanced packaging scales everything else.", "tweet_type": "analysis", "timeline": "years", "summary": "Bullish advanced packaging / HBM buildout; names MU, TSMC, INTC, AMKR, AMAT, BESI as beneficiaries of accelerating global capacity expansion.", "resolved_tickers": ["TSM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU $TSM $INTC $ASX $AMKR $AMAT $BESI $DRAM\n\nThe performance bottleneck in AI isn't the GPU. It's getting data to the GPU fast enough.\n\nAdvanced packaging is the solution. HBM placed directly beside the processor on a silicon interposer. Connected through thousands of microscopic vias. A 1024-bit memory bus delivering over 1 TB/s. HBM3 runs at 140+ GB/s per watt. GDDR6 isn't in the same conversation. Shorter distance means lower power, lower heat, faster signal. Physics doesn't negotiate.\n\nMoore's Law scaled compute. Advanced packaging scales everything else.\n\nThe buildout is global and accelerating.\n\nSamsung: $4B packaging plant. Vietnam.\n\nAmkor: Expanding the world's largest packaging facility. Vietnam.\n\nIntel: $7B Project Pelican. Penang. 99% done. First ops 2026.\n\nMicron: $7B HBM packaging facility. Singapore. First of its kind. Full HBM contribution 2027.\n\nYou can build the best chip in the world.\nIf you can't package it, it doesn't ship.", "reply_text": null, "parent_text": null, "quoted_text": "$TSM Advanced packaging capacity is maxed out.\n\n$INTC Intel's advanced packaging business is gaining interest as an alternative to TSMC especially in the AI chip segment.\n\nGoogle and Amazon are in active discussions with Intel for advanced packaging services for their custom https://t.co/QJcvAhD9EJ", "parent_author": null, "ret_m1d": -0.013788429449740569, "ret_signed_m1d": -0.013788429449740569, "alpha_spy_m1d": -0.01445064311302846, "alpha_c_m1d": 0.001250041642524402, "bench_spy_m1d": 0.0006622136632878917, "bench_c_m1d": -0.015038471092264971, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0027792616500851297, "ret_signed_p1d": -0.0027792616500851297, "alpha_spy_p1d": -0.012551708896566871, "alpha_c_p1d": -0.017565911034075454, "bench_spy_p1d": 0.009772447246481741, "bench_c_p1d": 0.014786649383990325, "ret_p1w": -0.00026982081058823937, "ret_signed_p1w": -0.00026982081058823937, "alpha_spy_p1w": -0.04542337233550331, "alpha_c_p1w": -0.06271259336689772, "bench_spy_p1w": 0.04515355152491507, "bench_c_p1w": 0.06244277255630948, "ret_p1m": 0.09158126055264315, "ret_signed_p1m": 0.09158126055264315, "alpha_spy_p1m": 0.0035113463522262744, "alpha_c_p1m": -0.2275681422981044, "bench_spy_p1m": 0.08806991420041688, "bench_c_p1m": 0.31914940285074755, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.1088, -0.1198, -0.0807, -0.0787, -0.0787, -0.1197, -0.1225, -0.1191, -0.099, -0.1048, -0.0896, -0.079, -0.0864, -0.1105, -0.0815, -0.0966, -0.1235, -0.1101, -0.0613, -0.0437, -0.0262, 0.0066, -0.0095, -0.0142, -0.0142, -0.02, -0.0253, -0.0303, -0.003, -0.0043, 0.038, 0.0433, 0.0139, 0.0079, -0.0068, -0.0498, -0.0382, -0.0479, -0.0881, -0.0617, -0.0661, -0.046, -0.094, -0.0897, -0.0845, -0.0664, -0.0837, -0.0858, -0.1116, -0.0868, -0.0738, -0.0617, -0.12, -0.1183, -0.146, -0.0881, -0.0785, -0.0852, -0.0852, -0.0778, -0.0682, -0.0127, -0.0138, 0.0, -0.0028, 0.0251, 0.0121, -0.0196, -0.0003, -0.0118, -0.0068, 0.0454, 0.0325, 0.086, 0.0928, 0.0587, 0.0627, 0.0687, 0.073, 0.0837, 0.0642, 0.1319, 0.1175, 0.1108, 0.0916, 0.072, 0.0788, 0.1271, 0.0911, 0.0684, 0.0594, 0.0837, 0.0986, 0.0915, 0.0915, 0.1126, 0.1407, 0.1464, 0.1291, 0.1755, 0.2053, 0.1783, 0.2005, 0.1203, 0.1516, 0.1547, 0.1029, 0.1388, 0.1466, 0.1938, 0.1517, 0.1688, 0.2499, 0.2499, 0.2649, 0.1803, 0.1803, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2042457733849563632", "ticker_idx": 2, "ts": "2026-04-10T04:20:45+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Intel: $7B Project Pelican. Penang. 99% done. First ops 2026.", "tweet_type": "analysis", "timeline": "years", "summary": "Bullish advanced packaging / HBM buildout; names MU, TSMC, INTC, AMKR, AMAT, BESI as beneficiaries of accelerating global capacity expansion.", "resolved_tickers": ["INTC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU $TSM $INTC $ASX $AMKR $AMAT $BESI $DRAM\n\nThe performance bottleneck in AI isn't the GPU. It's getting data to the GPU fast enough.\n\nAdvanced packaging is the solution. HBM placed directly beside the processor on a silicon interposer. Connected through thousands of microscopic vias. A 1024-bit memory bus delivering over 1 TB/s. HBM3 runs at 140+ GB/s per watt. GDDR6 isn't in the same conversation. Shorter distance means lower power, lower heat, faster signal. Physics doesn't negotiate.\n\nMoore's Law scaled compute. Advanced packaging scales everything else.\n\nThe buildout is global and accelerating.\n\nSamsung: $4B packaging plant. Vietnam.\n\nAmkor: Expanding the world's largest packaging facility. Vietnam.\n\nIntel: $7B Project Pelican. Penang. 99% done. First ops 2026.\n\nMicron: $7B HBM packaging facility. Singapore. First of its kind. Full HBM contribution 2027.\n\nYou can build the best chip in the world.\nIf you can't package it, it doesn't ship.", "reply_text": null, "parent_text": null, "quoted_text": "$TSM Advanced packaging capacity is maxed out.\n\n$INTC Intel's advanced packaging business is gaining interest as an alternative to TSMC especially in the AI chip segment.\n\nGoogle and Amazon are in active discussions with Intel for advanced packaging services for their custom https://t.co/QJcvAhD9EJ", "parent_author": null, "ret_m1d": -0.010580311576003809, "ret_signed_m1d": -0.010580311576003809, "alpha_spy_m1d": -0.0112425252392917, "alpha_c_m1d": 0.004458159516261162, "bench_spy_m1d": 0.0006622136632878917, "bench_c_m1d": -0.015038471092264971, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.044886168469332244, "ret_signed_p1d": 0.044886168469332244, "alpha_spy_p1d": 0.0351137212228505, "alpha_c_p1d": 0.03009951908534192, "bench_spy_p1d": 0.009772447246481741, "bench_c_p1d": 0.014786649383990325, "ret_p1w": 0.09810834926408685, "ret_signed_p1w": 0.09810834926408685, "alpha_spy_p1w": 0.05295479773917178, "alpha_c_p1w": 0.03566557670777737, "bench_spy_p1w": 0.04515355152491507, "bench_c_p1w": 0.06244277255630948, "ret_p1m": 1.0750240497762338, "ret_signed_p1m": 1.0750240497762338, "alpha_spy_p1m": 0.9869541355758169, "alpha_c_p1m": 0.7558746469254862, "bench_spy_p1m": 0.08806991420041688, "bench_c_p1m": 0.31914940285074755, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.2419, -0.219, -0.2254, -0.2472, -0.2472, -0.2215, -0.1303, -0.1292, -0.2775, -0.3189, -0.2958, -0.218, -0.2199, -0.255, -0.2175, -0.2105, -0.2209, -0.2267, -0.189, -0.1946, -0.2445, -0.2259, -0.2549, -0.2499, -0.2499, -0.2597, -0.2712, -0.2847, -0.2929, -0.3006, -0.2607, -0.2485, -0.2712, -0.2688, -0.2706, -0.3091, -0.2693, -0.2634, -0.3039, -0.2693, -0.2501, -0.2308, -0.2746, -0.2663, -0.2664, -0.2937, -0.2781, -0.2597, -0.2967, -0.2945, -0.2937, -0.2437, -0.293, -0.3086, -0.3397, -0.2926, -0.23, -0.1924, -0.1924, -0.186, -0.1518, -0.055, -0.0106, 0.0, 0.0449, 0.0229, 0.041, 0.0981, 0.0981, 0.0532, 0.0622, 0.0463, 0.0705, 0.3232, 0.3625, 0.3549, 0.5189, 0.5146, 0.597, 0.5354, 0.7337, 0.8116, 0.7573, 1.0026, 1.075, 0.9335, 0.9283, 0.8584, 0.7437, 0.734, 0.7762, 0.907, 0.8996, 0.9211, 0.9211, 0.9801, 0.9521, 0.938, 0.8384, 0.7526, 0.7302, 0.8068, 0.7919, 0.5898, 0.7677, 0.73, 0.7159, 0.875, 0.997, 1.0497, 0.8764, 0.9413, 1.148, 1.148, 1.2594, 1.1206, 1.1206, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2042457733849563632", "ticker_idx": 3, "ts": "2026-04-10T04:20:45+00:00", "symbol": "AMKR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Amkor: Expanding the world's largest packaging facility. Vietnam.", "tweet_type": "analysis", "timeline": "years", "summary": "Bullish advanced packaging / HBM buildout; names MU, TSMC, INTC, AMKR, AMAT, BESI as beneficiaries of accelerating global capacity expansion.", "resolved_tickers": ["AMKR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductor Equipment & Materials'", "bench_c_industry": "Semiconductor Equipment & Materials", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU $TSM $INTC $ASX $AMKR $AMAT $BESI $DRAM\n\nThe performance bottleneck in AI isn't the GPU. It's getting data to the GPU fast enough.\n\nAdvanced packaging is the solution. HBM placed directly beside the processor on a silicon interposer. Connected through thousands of microscopic vias. A 1024-bit memory bus delivering over 1 TB/s. HBM3 runs at 140+ GB/s per watt. GDDR6 isn't in the same conversation. Shorter distance means lower power, lower heat, faster signal. Physics doesn't negotiate.\n\nMoore's Law scaled compute. Advanced packaging scales everything else.\n\nThe buildout is global and accelerating.\n\nSamsung: $4B packaging plant. Vietnam.\n\nAmkor: Expanding the world's largest packaging facility. Vietnam.\n\nIntel: $7B Project Pelican. Penang. 99% done. First ops 2026.\n\nMicron: $7B HBM packaging facility. Singapore. First of its kind. 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{"unit_id": "quote:2042457733849563632", "ticker_idx": 4, "ts": "2026-04-10T04:20:45+00:00", "symbol": "AMAT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The buildout is global and accelerating.", "tweet_type": "analysis", "timeline": "years", "summary": "Bullish advanced packaging / HBM buildout; names MU, TSMC, INTC, AMKR, AMAT, BESI as beneficiaries of accelerating global capacity expansion.", "resolved_tickers": ["AMAT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductor Equipment & Materials'", "bench_c_industry": "Semiconductor Equipment & Materials", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU $TSM $INTC $ASX $AMKR $AMAT $BESI $DRAM\n\nThe performance bottleneck in AI isn't the GPU. It's getting data to the GPU fast enough.\n\nAdvanced packaging is the solution. HBM placed directly beside the processor on a silicon interposer. Connected through thousands of microscopic vias. A 1024-bit memory bus delivering over 1 TB/s. HBM3 runs at 140+ GB/s per watt. GDDR6 isn't in the same conversation. Shorter distance means lower power, lower heat, faster signal. Physics doesn't negotiate.\n\nMoore's Law scaled compute. Advanced packaging scales everything else.\n\nThe buildout is global and accelerating.\n\nSamsung: $4B packaging plant. Vietnam.\n\nAmkor: Expanding the world's largest packaging facility. Vietnam.\n\nIntel: $7B Project Pelican. Penang. 99% done. First ops 2026.\n\nMicron: $7B HBM packaging facility. Singapore. First of its kind. Full HBM contribution 2027.\n\nYou can build the best chip in the world.\nIf you can't package it, it doesn't ship.", "reply_text": null, "parent_text": null, "quoted_text": "$TSM Advanced packaging capacity is maxed out.\n\n$INTC Intel's advanced packaging business is gaining interest as an alternative to TSMC especially in the AI chip segment.\n\nGoogle and Amazon are in active discussions with Intel for advanced packaging services for their custom https://t.co/QJcvAhD9EJ", "parent_author": null, "ret_m1d": -0.0042053703333311265, "ret_signed_m1d": -0.0042053703333311265, "alpha_spy_m1d": -0.004867583996619018, "alpha_c_m1d": 0.010833100758933845, "bench_spy_m1d": 0.0006622136632878917, "bench_c_m1d": -0.015038471092264971, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.009411946473350086, "ret_signed_p1d": -0.009411946473350086, "alpha_spy_p1d": -0.019184393719831827, "alpha_c_p1d": -0.02419859585734041, "bench_spy_p1d": 0.009772447246481741, "bench_c_p1d": 0.014786649383990325, "ret_p1w": -0.0063831650570760345, "ret_signed_p1w": -0.0063831650570760345, "alpha_spy_p1w": -0.051536716581991104, "alpha_c_p1w": -0.06882593761338551, "bench_spy_p1w": 0.04515355152491507, "bench_c_p1w": 0.06244277255630948, "ret_p1m": 0.11046581310493497, "ret_signed_p1m": 0.11046581310493497, "alpha_spy_p1m": 0.022395898904518097, "alpha_c_p1m": -0.20868358974581258, "bench_spy_p1m": 0.08806991420041688, "bench_c_p1m": 0.31914940285074755, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.2378, -0.2453, -0.2023, -0.1825, -0.1825, -0.2044, -0.1869, -0.203, -0.194, -0.2013, -0.1682, -0.1581, -0.1466, -0.1942, -0.179, -0.2033, -0.256, -0.24, -0.1937, -0.1736, -0.1773, -0.1503, -0.179, -0.1127, -0.1127, -0.1021, -0.0767, -0.0742, -0.0604, -0.0649, -0.054, -0.0114, -0.0595, -0.0681, -0.0684, -0.1206, -0.1045, -0.1326, -0.1871, -0.1516, -0.1342, -0.1212, -0.1557, -0.1451, -0.1334, -0.1177, -0.1252, -0.1058, -0.1062, -0.0944, -0.0638, -0.0755, -0.1525, -0.156, -0.1912, -0.1444, -0.1144, -0.1277, -0.1277, -0.1173, -0.1131, -0.0345, -0.0042, 0.0, -0.0094, -0.0096, -0.0131, -0.024, -0.0064, -0.0197, -0.0129, 0.01, 0.0111, 0.0439, 0.0134, -0.046, -0.0423, -0.0125, -0.0261, -0.0203, 0.0284, 0.0729, 0.0279, 0.09, 0.1105, 0.0794, 0.0929, 0.1028, 0.0929, 0.0352, 0.0186, 0.0685, 0.0711, 0.0831, 0.0831, 0.1401, 0.1235, 0.127, 0.128, 0.1483, 0.2282, 0.2551, 0.2574, 0.1354, 0.2335, 0.2512, 0.2457, 0.3851, 0.4217, 0.4681, 0.4242, 0.486, 0.5467, 0.5467, 0.6045, 0.4684, 0.4684, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2042457733849563632", "ticker_idx": 5, "ts": "2026-04-10T04:20:45+00:00", "symbol": "BESI.AS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The buildout is global and accelerating.", "tweet_type": "analysis", "timeline": "years", "summary": "Bullish advanced packaging / HBM buildout; names MU, TSMC, INTC, AMKR, AMAT, BESI as beneficiaries of accelerating global capacity expansion.", "resolved_tickers": ["BESI.AS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductor Equipment & Materials'", "bench_c_industry": "Semiconductor Equipment & Materials", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU $TSM $INTC $ASX $AMKR $AMAT $BESI $DRAM\n\nThe performance bottleneck in AI isn't the GPU. It's getting data to the GPU fast enough.\n\nAdvanced packaging is the solution. HBM placed directly beside the processor on a silicon interposer. Connected through thousands of microscopic vias. A 1024-bit memory bus delivering over 1 TB/s. HBM3 runs at 140+ GB/s per watt. GDDR6 isn't in the same conversation. Shorter distance means lower power, lower heat, faster signal. Physics doesn't negotiate.\n\nMoore's Law scaled compute. Advanced packaging scales everything else.\n\nThe buildout is global and accelerating.\n\nSamsung: $4B packaging plant. Vietnam.\n\nAmkor: Expanding the world's largest packaging facility. Vietnam.\n\nIntel: $7B Project Pelican. Penang. 99% done. First ops 2026.\n\nMicron: $7B HBM packaging facility. Singapore. First of its kind. Full HBM contribution 2027.\n\nYou can build the best chip in the world.\nIf you can't package it, it doesn't ship.", "reply_text": null, "parent_text": null, "quoted_text": "$TSM Advanced packaging capacity is maxed out.\n\n$INTC Intel's advanced packaging business is gaining interest as an alternative to TSMC especially in the AI chip segment.\n\nGoogle and Amazon are in active discussions with Intel for advanced packaging services for their custom https://t.co/QJcvAhD9EJ", "parent_author": null, "ret_m1d": -0.025531892341151052, "ret_signed_m1d": -0.025531892341151052, "alpha_spy_m1d": -0.026194106004438944, "alpha_c_m1d": -0.010493421248886081, "bench_spy_m1d": 0.0006622136632878917, "bench_c_m1d": -0.015038471092264971, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.02174948388372666, "ret_signed_p1d": -0.02174948388372666, "alpha_spy_p1d": -0.0315219311302084, "alpha_c_p1d": -0.036536133267716986, "bench_spy_p1d": 0.009772447246481741, "bench_c_p1d": 0.014786649383990325, "ret_p1w": 0.07234042213359815, "ret_signed_p1w": 0.07234042213359815, "alpha_spy_p1w": 0.027186870608683078, "alpha_c_p1w": 0.00989764957728867, "bench_spy_p1w": 0.04515355152491507, "bench_c_p1w": 0.06244277255630948, "ret_p1m": 0.24324968701965766, "ret_signed_p1m": 0.24324968701965766, "alpha_spy_p1m": 0.15517977281924078, "alpha_c_p1m": -0.0758997158310899, "bench_spy_p1m": 0.08806991420041688, "bench_c_p1m": 0.31914940285074755, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.2095, -0.2364, -0.179, -0.1825, -0.2019, -0.1825, -0.1771, -0.1726, -0.1723, -0.1733, -0.169, -0.1988, -0.2314, -0.2222, -0.2217, -0.2428, -0.2551, -0.24, -0.2175, -0.2085, -0.2007, -0.192, -0.2024, -0.1669, -0.156, -0.1485, -0.1158, -0.182, -0.1277, -0.1128, -0.0908, -0.0657, -0.1069, -0.1045, -0.1087, -0.1426, -0.0969, -0.108, -0.261, -0.2137, -0.1745, -0.1728, -0.1714, -0.1248, -0.1348, -0.109, -0.0903, -0.1307, -0.156, -0.1369, -0.1296, -0.1229, -0.1234, -0.1733, -0.1764, -0.1539, -0.1132, -0.1009, -0.1009, -0.1009, -0.0953, -0.0213, -0.0255, 0.0, -0.0217, 0.0307, 0.0288, 0.0426, 0.0723, 0.0733, 0.0775, 0.0983, 0.1433, 0.1924, 0.18, 0.1195, 0.1391, 0.1762, 0.1762, 0.1624, 0.2085, 0.2133, 0.2118, 0.2409, 0.2432, 0.1885, 0.2285, 0.2689, 0.2456, 0.2171, 0.2128, 0.2609, 0.2865, 0.3018, 0.3417, 0.3513, 0.3151, 0.3684, 0.3532, 0.3237, 0.3617, 0.3722, 0.3494, 0.2913, 0.3365, 0.366, 0.3741, 0.465, 0.5083, 0.4954, 0.4221, 0.4754, 0.5121, 0.474, 0.524, 0.4122, 0.4188, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2042457733849563632", "ticker_idx": 6, "ts": "2026-04-10T04:20:45+00:00", "symbol": "HBM", "kind": "sector", "geography": null, "sub_sector": "HBM", "direction": "long", "conviction": "high", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "Advanced packaging is the solution. HBM placed directly beside the processor on a silicon interposer. The buildout is global and accelerating.", "tweet_type": "analysis", "timeline": "years", "summary": "Bullish advanced packaging / HBM buildout; names MU, TSMC, INTC, AMKR, AMAT, BESI as beneficiaries of accelerating global capacity expansion.", "resolved_tickers": ["MU", "000660.KS", "005930.KS"], "resolution_method": "basket", "resolution_reason": "HBM sub-sector basket: Micron, SK Hynix, Samsung", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU $TSM $INTC $ASX $AMKR $AMAT $BESI $DRAM\n\nThe performance bottleneck in AI isn't the GPU. It's getting data to the GPU fast enough.\n\nAdvanced packaging is the solution. HBM placed directly beside the processor on a silicon interposer. Connected through thousands of microscopic vias. A 1024-bit memory bus delivering over 1 TB/s. HBM3 runs at 140+ GB/s per watt. GDDR6 isn't in the same conversation. Shorter distance means lower power, lower heat, faster signal. Physics doesn't negotiate.\n\nMoore's Law scaled compute. Advanced packaging scales everything else.\n\nThe buildout is global and accelerating.\n\nSamsung: $4B packaging plant. Vietnam.\n\nAmkor: Expanding the world's largest packaging facility. Vietnam.\n\nIntel: $7B Project Pelican. Penang. 99% done. First ops 2026.\n\nMicron: $7B HBM packaging facility. Singapore. First of its kind. Full HBM contribution 2027.\n\nYou can build the best chip in the world.\nIf you can't package it, it doesn't ship.", "reply_text": null, "parent_text": null, "quoted_text": "$TSM Advanced packaging capacity is maxed out.\n\n$INTC Intel's advanced packaging business is gaining interest as an alternative to TSMC especially in the AI chip segment.\n\nGoogle and Amazon are in active discussions with Intel for advanced packaging services for their custom https://t.co/QJcvAhD9EJ", "parent_author": null, "ret_m1d": -0.011919640773676651, "ret_signed_m1d": -0.011919640773676651, "alpha_spy_m1d": -0.012581854436964543, "alpha_c_m1d": 0.00311883031858832, "bench_spy_m1d": 0.0006622136632878917, "bench_c_m1d": -0.015038471092264971, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0008602394610422633, "ret_signed_p1d": 0.0008602394610422633, "alpha_spy_p1d": -0.008912207785439477, "alpha_c_p1d": -0.01392640992294806, "bench_spy_p1d": 0.009772447246481741, "bench_c_p1d": 0.014786649383990325, "ret_p1w": 0.07628947782758504, "ret_signed_p1w": 0.07628947782758504, "alpha_spy_p1w": 0.031135926302669967, "alpha_c_p1w": 0.013846705271275558, "bench_spy_p1w": 0.04515355152491507, "bench_c_p1w": 0.06244277255630948, "ret_p1m": 0.7024944204819789, "ret_signed_p1m": 0.7024944204819789, "alpha_spy_p1m": 0.614424506281562, "alpha_c_p1m": 0.3833450176312313, "bench_spy_p1m": 0.08806991420041688, "bench_c_p1m": 0.31914940285074755, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.2708, -0.269, -0.2583, -0.2273, -0.224, -0.2357, -0.2106, -0.1945, -0.1893, -0.2077, -0.1583, -0.1205, -0.1163, -0.1177, -0.1414, -0.1034, -0.1348, -0.1667, -0.1594, -0.1401, -0.1528, -0.1254, -0.096, -0.0962, -0.0962, -0.1056, -0.0888, -0.0729, -0.0464, -0.0468, -0.0203, -0.0017, 0.0379, 0.0207, 0.0209, -0.0794, -0.1289, -0.0706, -0.1028, -0.1401, -0.0728, -0.0515, -0.0736, -0.0707, -0.0292, -0.0063, 0.0452, 0.0045, -0.0161, -0.076, -0.0603, -0.0692, -0.1248, -0.1234, -0.1763, -0.1998, -0.1104, -0.1517, -0.1241, -0.1006, -0.0855, -0.0018, -0.0119, 0.0, 0.0009, 0.0612, 0.0717, 0.0892, 0.0763, 0.0809, 0.1078, 0.1352, 0.1426, 0.1455, 0.1983, 0.1808, 0.1963, 0.1841, 0.2039, 0.3027, 0.3532, 0.4784, 0.4886, 0.5736, 0.7025, 0.6546, 0.7378, 0.7334, 0.6024, 0.592, 0.5659, 0.5931, 0.7183, 0.6985, 0.6985, 0.8599, 0.9606, 0.9596, 1.0398, 1.1525, 1.1928, 1.205, 1.1041, 0.8891, 0.8509, 0.9818, 0.8612, 0.9551, 0.9977, 1.1503, 1.1373, 1.2058, 1.3569, 1.3688, 1.4796, 1.1646, 1.2221, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2036529793295065167", "ticker_idx": 0, "ts": "2026-03-24T19:45:14+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "By 100K, both will be top 10 companies in the world", "tweet_type": "prediction", "timeline": "years", "summary": "Bullish on MU and PLTR becoming top-10 global companies; strong long conviction on both.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "60K of you decided $MU Memory and $PLTR Ontology  were worth following. \n\nBy 100K, both will be top 10 companies in the world.\n\nLet's keep building wealth together.\n\nNext: $AMAT $LITE $GLW $RDDT https://t.co/cBEAsvRgeg", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.02229916207941396, "ret_signed_m1d": 0.02229916207941396, "alpha_spy_m1d": 0.01893104144613389, "alpha_c_m1d": 0.030484901749210924, "bench_spy_m1d": 0.0033681206332800695, "bench_c_m1d": -0.008185739669796965, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.033979723332987266, "ret_signed_p1d": -0.033979723332987266, "alpha_spy_p1d": -0.03955241157703582, "alpha_c_p1d": -0.04520654792787093, "bench_spy_p1d": 0.0055726882440485515, "bench_c_p1d": 0.011226824594883666, "ret_p1w": -0.14549614307983194, "ret_signed_p1w": -0.14549614307983194, "alpha_spy_p1w": -0.14114818339160418, "alpha_c_p1w": -0.11713758724907497, "bench_spy_p1w": -0.004347959688227765, "bench_c_p1w": -0.02835855583075697, "ret_p1m": 0.23299062892093847, "ret_signed_p1m": 0.23299062892093847, "alpha_spy_p1m": 0.1441482967259884, "alpha_c_p1m": 0.024571786584266064, "bench_spy_p1m": 0.08884233219495008, "bench_c_p1m": 0.2084188423366724, "ret_p3m": 1.8682181827725133, "ret_signed_p3m": 1.8682181827725133, "alpha_spy_p3m": 1.7220352643679337, "alpha_c_p3m": 1.1959000525436063, "bench_spy_p3m": 0.14618291840457953, "bench_c_p3m": 0.672318130228907, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.2755, -0.2803, -0.2558, -0.2602, -0.2784, -0.2784, -0.2025, -0.2108, -0.1317, -0.1415, -0.1732, -0.1275, -0.1256, -0.1451, -0.1572, -0.1489, -0.0829, -0.0829, -0.0772, -0.0162, 0.0052, 0.0104, -0.0163, 0.0372, 0.1005, 0.1018, 0.0489, 0.1069, 0.0605, -0.0408, -0.032, -0.0021, -0.0304, -0.0563, 0.0374, 0.0466, 0.0408, 0.0408, 0.0107, 0.0643, 0.0552, 0.0825, 0.0643, 0.0568, 0.0846, 0.0506, 0.0426, 0.0433, -0.0401, 0.0132, 0.0038, -0.0638, -0.0157, 0.0192, 0.0586, 0.0248, 0.0774, 0.117, 0.1673, 0.1674, 0.1232, 0.0692, 0.0223, 0.0, -0.034, -0.1013, -0.0969, -0.1861, -0.1455, -0.0696, -0.0737, -0.0737, -0.0445, -0.045, 0.0287, 0.0661, 0.0638, 0.0789, 0.1778, 0.1539, 0.1565, 0.151, 0.1342, 0.1366, 0.233, 0.2184, 0.2564, 0.3268, 0.2755, 0.3113, 0.3081, 0.3714, 0.458, 0.6193, 0.686, 0.6355, 0.8889, 1.0116, 0.9389, 1.0326, 0.9628, 0.8329, 0.7238, 0.7673, 0.8514, 0.9276, 0.8995, 0.8995, 1.266, 1.3482, 1.3359, 1.456, 1.6191, 1.6914, 1.7306, 1.5192, 1.1854, 1.401, 1.3672, 1.2558, 1.5189, 1.4828, 1.7519, 1.5818, 1.6386, 1.8682, 1.8682, 2.064, 1.6603, 1.6603, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2036529793295065167", "ticker_idx": 1, "ts": "2026-03-24T19:45:14+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "By 100K, both will be top 10 companies in the world", "tweet_type": "prediction", "timeline": "years", "summary": "Bullish on MU and PLTR becoming top-10 global companies; strong long conviction on both.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "original", "lang": "en", "tweet_text": "60K of you decided $MU Memory and $PLTR Ontology  were worth following. \n\nBy 100K, both will be top 10 companies in the world.\n\nLet's keep building wealth together.\n\nNext: $AMAT $LITE $GLW $RDDT https://t.co/cBEAsvRgeg", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.03915232979963257, "ret_signed_m1d": 0.03915232979963257, "alpha_spy_m1d": 0.0357842091663525, "alpha_c_m1d": 0.0357842091663525, "bench_spy_m1d": 0.0033681206332800695, "bench_c_m1d": 0.0033681206332800695, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.001162992221152459, "ret_signed_p1d": 0.001162992221152459, "alpha_spy_p1d": -0.004409696022896092, "alpha_c_p1d": -0.004409696022896092, "bench_spy_p1d": 0.0055726882440485515, "bench_c_p1d": 0.0055726882440485515, "ret_p1w": -0.05491665633180598, "ret_signed_p1w": -0.05491665633180598, "alpha_spy_p1w": -0.050568696643578215, "alpha_c_p1w": -0.050568696643578215, "bench_spy_p1w": -0.004347959688227765, "bench_c_p1w": -0.004347959688227765, "ret_p1m": -0.01395531515147097, "ret_signed_p1m": -0.01395531515147097, "alpha_spy_p1m": -0.10279764734642105, "alpha_c_p1m": -0.10279764734642105, "bench_spy_p1m": 0.08884233219495008, "bench_c_p1m": 0.08884233219495008, "ret_p3m": -0.16998318753128805, "ret_signed_p3m": -0.16998318753128805, "alpha_spy_p3m": -0.3161661059358676, "alpha_c_p3m": -0.3161661059358676, "bench_spy_p3m": 0.14618291840457953, "bench_c_p3m": 0.14618291840457953, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [0.2545, 0.2192, 0.1899, 0.1684, 0.1484, 0.1484, 0.0845, 0.1244, 0.1611, 0.1738, 0.1427, 0.1467, 0.1591, 0.1562, 0.1526, 0.144, 0.1045, 0.1045, 0.0888, 0.0682, 0.0718, 0.0957, 0.082, 0.0706, 0.0166, -0.0189, -0.0529, -0.0454, 0.02, -0.0985, -0.16, -0.122, -0.0767, -0.0987, -0.1234, -0.1657, -0.151, -0.151, -0.1406, -0.1253, -0.1285, -0.1262, -0.1562, -0.1676, -0.133, -0.1217, -0.1136, -0.0621, -0.0488, -0.0103, -0.0136, 0.0154, 0.0107, -0.0235, -0.0205, -0.0083, -0.0247, -0.0133, 0.0019, -0.013, 0.0058, -0.0265, 0.0392, 0.0, 0.0012, -0.0466, -0.0757, -0.1113, -0.0549, -0.0536, -0.0408, -0.0408, -0.0443, -0.0304, -0.0906, -0.1569, -0.1726, -0.1448, -0.1233, -0.0816, -0.0777, -0.0542, -0.0574, -0.0569, -0.014, -0.0853, -0.0755, -0.0755, -0.0879, -0.1086, -0.1012, -0.0692, -0.0565, -0.1219, -0.1356, -0.1145, -0.1097, -0.1156, -0.1213, -0.1598, -0.136, -0.1343, -0.1269, -0.1261, -0.1139, -0.1122, -0.1156, -0.1156, -0.1175, -0.1439, -0.0739, 0.0114, 0.0379, -0.0169, -0.0813, -0.0845, -0.1244, -0.1183, -0.1467, -0.1587, -0.1531, -0.1731, -0.1297, -0.1391, -0.156, -0.17, -0.17, -0.2279, -0.246, -0.246, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2046413164418564569", "ticker_idx": 0, "ts": "2026-04-21T02:18:13+00:00", "symbol": "LITE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$LITE $GLW $COHR $AAOI $AXTI", "tweet_type": "analysis", "timeline": "years", "summary": "Bullish on optical transceiver plays (LITE, GLW, COHR, AAOI, AXTI) on AI data center buildout driving 57% YoY growth to $26B in 2026.", "resolved_tickers": ["LITE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "quote", "lang": "en", "tweet_text": "$LITE $GLW $COHR $AAOI $AXTI https://t.co/QgmilVpzIJ (ELASER)\n\nThe global AI optical transceiver market is projected to reach US$26 billion in 2026, up from US$16.5 billion in 2025, representing over 57% YoY growth.\n\nMajor cloud providers (Google, Microsoft, Meta) are aggressively scaling AI server deployments, which directly boosts procurement of high-speed optical transceivers.\n\n2026–2027 will be critical years for companies to secure positions in the 1.6T supply chain. Success in winning design-ins with tier-one customers will largely determine future market share.\n\nRapid expansion of AI data centers and hyperscale GPU clusters, especially in North America where data center traffic has grown over 30% annually.\n\nIncreasing demand for high-speed interconnects (800G and above) inside AI server clusters.\n\nShift toward the next-generation 1.6T optical modules, which are entering mass production.\n\nGrowing needs in edge computing, data center interconnect (DCI), and coherent optics (ZR/ZR+).", "reply_text": null, "parent_text": null, "quoted_text": "Investment theses win by targeting bottlenecks\n\nHBM fixes GPU-to-memory wall (Memory Wall)\nPhotonics/Optics fixes server-to-server (East-West Traffic)\n\nMemory Play: $MU $EWY (Samsung & SK Hynix)\nEast-West Play: $GLW (fiber) $LITE (laser/OCS), $AAOI $COHR (optics) $TSM (CPO) https://t.co/1iuv2viik4", "parent_author": null, "ret_m1d": 0.06952875260436087, "ret_signed_m1d": 0.06952875260436087, "alpha_spy_m1d": 0.06293871548895891, "alpha_c_m1d": 0.06293871548895891, "bench_spy_m1d": 0.006590037115401959, "bench_c_m1d": 0.006590037115401959, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.04382735915593372, "ret_signed_p1d": 0.04382735915593372, "alpha_spy_p1d": 0.03370064706081477, "alpha_c_p1d": 0.03370064706081477, "bench_spy_p1d": 0.01012671209511895, "bench_c_p1d": 0.01012671209511895, "ret_p1w": -0.05442573809097184, "ret_signed_p1w": -0.05442573809097184, "alpha_spy_p1w": -0.06523409424934301, "alpha_c_p1w": -0.06523409424934301, "bench_spy_p1w": 0.010808356158371168, "bench_c_p1w": 0.010808356158371168, "ret_p1m": 0.03721983588651678, "ret_signed_p1m": 0.03721983588651678, "alpha_spy_p1m": -0.015572423459798479, "alpha_c_p1m": -0.015572423459798479, "bench_spy_p1m": 0.05279225934631526, "bench_c_p1m": 0.05279225934631526, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.5764, -0.5947, -0.6028, -0.5571, -0.54, -0.5442, -0.5318, -0.4941, -0.4801, -0.4437, -0.3973, -0.3405, -0.3104, -0.3295, -0.314, -0.3028, -0.3276, -0.3276, -0.2826, -0.2899, -0.2405, -0.2021, -0.1938, -0.1776, -0.1357, -0.1911, -0.1625, -0.0641, -0.1703, -0.1865, -0.2224, -0.3327, -0.2345, -0.1971, -0.1971, -0.2639, -0.2562, -0.2534, -0.2239, -0.1626, -0.0774, -0.156, -0.129, -0.0417, -0.0714, -0.177, -0.1603, -0.2176, -0.1603, -0.0864, -0.012, -0.012, -0.0772, -0.0253, 0.0706, 0.0684, 0.0721, 0.0409, 0.019, -0.0154, 0.0649, 0.0683, 0.0695, 0.0, 0.0438, 0.0119, 0.0534, 0.0272, -0.0544, 0.0256, 0.0781, 0.135, 0.1664, 0.1884, 0.1283, 0.0665, 0.0799, 0.2583, 0.1857, 0.2311, 0.197, 0.1598, 0.0574, 0.0635, 0.0372, 0.1524, 0.1314, 0.1314, 0.0883, 0.0781, 0.0283, 0.0216, 0.0813, 0.2297, 0.1208, 0.1292, 0.032, 0.0699, -0.0181, 0.0195, 0.0629, 0.1011, 0.1438, 0.0459, 0.0395, 0.0156, 0.0156, 0.0681, -0.0108, -0.0108, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2046413164418564569", "ticker_idx": 1, "ts": "2026-04-21T02:18:13+00:00", "symbol": "GLW", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$LITE $GLW $COHR $AAOI $AXTI", "tweet_type": "analysis", "timeline": "years", "summary": "Bullish on optical transceiver plays (LITE, GLW, COHR, AAOI, AXTI) on AI data center buildout driving 57% YoY growth to $26B in 2026.", "resolved_tickers": ["GLW"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Electronic Components'", "bench_c_industry": "Electronic Components", "unit_kind": "quote", "lang": "en", "tweet_text": "$LITE $GLW $COHR $AAOI $AXTI https://t.co/QgmilVpzIJ (ELASER)\n\nThe global AI optical transceiver market is projected to reach US$26 billion in 2026, up from US$16.5 billion in 2025, representing over 57% YoY growth.\n\nMajor cloud providers (Google, Microsoft, Meta) are aggressively scaling AI server deployments, which directly boosts procurement of high-speed optical transceivers.\n\n2026–2027 will be critical years for companies to secure positions in the 1.6T supply chain. Success in winning design-ins with tier-one customers will largely determine future market share.\n\nRapid expansion of AI data centers and hyperscale GPU clusters, especially in North America where data center traffic has grown over 30% annually.\n\nIncreasing demand for high-speed interconnects (800G and above) inside AI server clusters.\n\nShift toward the next-generation 1.6T optical modules, which are entering mass production.\n\nGrowing needs in edge computing, data center interconnect (DCI), and coherent optics (ZR/ZR+).", "reply_text": null, "parent_text": null, "quoted_text": "Investment theses win by targeting bottlenecks\n\nHBM fixes GPU-to-memory wall (Memory Wall)\nPhotonics/Optics fixes server-to-server (East-West Traffic)\n\nMemory Play: $MU $EWY (Samsung & SK Hynix)\nEast-West Play: $GLW (fiber) $LITE (laser/OCS), $AAOI $COHR (optics) $TSM (CPO) https://t.co/1iuv2viik4", "parent_author": null, "ret_m1d": -0.0004230423990088106, "ret_signed_m1d": -0.0004230423990088106, "alpha_spy_m1d": -0.007013079514410769, "alpha_c_m1d": 0.00041739415395691815, "bench_spy_m1d": 0.006590037115401959, "bench_c_m1d": -0.0008404365529657287, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.020006026045002567, "ret_signed_p1d": 0.020006026045002567, "alpha_spy_p1d": 0.009879313949883617, "alpha_c_p1d": -0.0019734143684408956, "bench_spy_p1d": 0.01012671209511895, "bench_c_p1d": 0.021979440413443463, "ret_p1w": -0.07494704118788831, "ret_signed_p1w": -0.07494704118788831, "alpha_spy_p1w": -0.08575539734625948, "alpha_c_p1w": -0.09537508115355986, "bench_spy_p1w": 0.010808356158371168, "bench_c_p1w": 0.02042803996567155, "ret_p1m": 0.09211249454801806, "ret_signed_p1m": 0.09211249454801806, "alpha_spy_p1m": 0.0393202352017028, "alpha_c_p1m": -0.053016479378697134, "bench_spy_p1m": 0.05279225934631526, "bench_c_p1m": 0.1451289739267152, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.4312, -0.4371, -0.4272, -0.338, -0.3709, -0.3786, -0.3771, -0.3342, -0.3196, -0.3383, -0.3196, -0.263, -0.2073, -0.2272, -0.1982, -0.2067, -0.1949, -0.1949, -0.2126, -0.2036, -0.2158, -0.1584, -0.1237, -0.0855, -0.0321, -0.0933, -0.0911, -0.0459, -0.1081, -0.1246, -0.1856, -0.2548, -0.22, -0.1767, -0.2036, -0.2157, -0.2196, -0.2019, -0.2149, -0.2151, -0.1956, -0.247, -0.2084, -0.1417, -0.1154, -0.1821, -0.1731, -0.223, -0.1782, -0.1394, -0.106, -0.106, -0.1145, -0.1023, -0.0021, 0.0263, 0.035, 0.0587, 0.0445, 0.017, 0.0038, -0.0065, -0.0004, 0.0, 0.02, 0.0245, 0.0631, 0.0155, -0.0749, -0.0819, -0.0073, -0.0435, -0.0332, -0.0202, 0.0974, 0.1024, 0.1299, 0.2535, 0.1982, 0.2482, 0.2589, 0.1593, 0.0792, 0.0627, 0.0921, 0.1598, 0.1729, 0.1729, 0.1857, 0.1538, 0.1059, 0.0966, 0.0696, 0.2131, 0.2153, 0.1968, 0.075, 0.1353, 0.0529, 0.018, 0.0687, 0.0848, 0.1373, 0.074, 0.0618, 0.1799, 0.1799, 0.2702, 0.1748, 0.1748, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2046413164418564569", "ticker_idx": 2, "ts": "2026-04-21T02:18:13+00:00", "symbol": "COHR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$LITE $GLW $COHR $AAOI $AXTI", "tweet_type": "analysis", "timeline": "years", "summary": "Bullish on optical transceiver plays (LITE, GLW, COHR, AAOI, AXTI) on AI data center buildout driving 57% YoY growth to $26B in 2026.", "resolved_tickers": ["COHR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Scientific & Technical Instruments'", "bench_c_industry": "Scientific & Technical Instruments", "unit_kind": "quote", "lang": "en", "tweet_text": "$LITE $GLW $COHR $AAOI $AXTI https://t.co/QgmilVpzIJ (ELASER)\n\nThe global AI optical transceiver market is projected to reach US$26 billion in 2026, up from US$16.5 billion in 2025, representing over 57% YoY growth.\n\nMajor cloud providers (Google, Microsoft, Meta) are aggressively scaling AI server deployments, which directly boosts procurement of high-speed optical transceivers.\n\n2026–2027 will be critical years for companies to secure positions in the 1.6T supply chain. Success in winning design-ins with tier-one customers will largely determine future market share.\n\nRapid expansion of AI data centers and hyperscale GPU clusters, especially in North America where data center traffic has grown over 30% annually.\n\nIncreasing demand for high-speed interconnects (800G and above) inside AI server clusters.\n\nShift toward the next-generation 1.6T optical modules, which are entering mass production.\n\nGrowing needs in edge computing, data center interconnect (DCI), and coherent optics (ZR/ZR+).", "reply_text": null, "parent_text": null, "quoted_text": "Investment theses win by targeting bottlenecks\n\nHBM fixes GPU-to-memory wall (Memory Wall)\nPhotonics/Optics fixes server-to-server (East-West Traffic)\n\nMemory Play: $MU $EWY (Samsung & SK Hynix)\nEast-West Play: $GLW (fiber) $LITE (laser/OCS), $AAOI $COHR (optics) $TSM (CPO) https://t.co/1iuv2viik4", "parent_author": null, "ret_m1d": 0.010820562343995643, "ret_signed_m1d": 0.010820562343995643, "alpha_spy_m1d": 0.0042305252285936845, "alpha_c_m1d": 0.011660998896961372, "bench_spy_m1d": 0.006590037115401959, "bench_c_m1d": -0.0008404365529657287, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.01943044448573139, "ret_signed_p1d": 0.01943044448573139, "alpha_spy_p1d": 0.00930373239061244, "alpha_c_p1d": -0.002548995927712072, "bench_spy_p1d": 0.01012671209511895, "bench_c_p1d": 0.021979440413443463, "ret_p1w": -0.11582654043017548, "ret_signed_p1w": -0.11582654043017548, "alpha_spy_p1w": -0.12663489658854665, "alpha_c_p1w": -0.13625458039584704, "bench_spy_p1w": 0.010808356158371168, "bench_c_p1w": 0.02042803996567155, "ret_p1m": 0.04278772241618545, "ret_signed_p1m": 0.04278772241618545, "alpha_spy_p1m": -0.010004536930129815, "alpha_c_p1m": -0.10234125151052975, "bench_spy_p1m": 0.05279225934631526, "bench_c_p1m": 0.1451289739267152, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.4103, -0.4272, -0.4248, -0.3775, -0.3568, -0.3721, -0.3828, -0.353, -0.3334, -0.3863, -0.3914, -0.3377, -0.2947, -0.3357, -0.3493, -0.3714, -0.3681, -0.3681, -0.3602, -0.3488, -0.3238, -0.2781, -0.276, -0.2587, -0.2207, -0.2724, -0.2468, -0.1305, -0.1832, -0.2005, -0.2616, -0.3143, -0.2661, -0.2419, -0.2687, -0.2982, -0.2939, -0.2805, -0.285, -0.2518, -0.1984, -0.2623, -0.2581, -0.2079, -0.2087, -0.2923, -0.2918, -0.3611, -0.3071, -0.2792, -0.2491, -0.2491, -0.2634, -0.258, -0.1803, -0.1734, -0.1056, -0.1043, -0.0883, -0.1035, -0.0459, 0.0036, 0.0108, 0.0, 0.0194, -0.0178, -0.0224, -0.0647, -0.1158, -0.113, -0.07, -0.0416, -0.0404, -0.0234, 0.0026, -0.0716, -0.0248, 0.1044, 0.0879, 0.1743, 0.1779, 0.1125, 0.0554, 0.0286, 0.0428, 0.0995, 0.0983, 0.0983, 0.1093, 0.1058, 0.0965, 0.0514, 0.0556, 0.2417, 0.2142, 0.2272, 0.0966, 0.1691, 0.0353, 0.0319, 0.0576, 0.12, 0.2038, 0.1135, 0.102, 0.1332, 0.1332, 0.2376, 0.1089, 0.1089, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2046413164418564569", "ticker_idx": 3, "ts": "2026-04-21T02:18:13+00:00", "symbol": "AAOI", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$LITE $GLW $COHR $AAOI $AXTI", "tweet_type": "analysis", "timeline": "years", "summary": "Bullish on optical transceiver plays (LITE, GLW, COHR, AAOI, AXTI) on AI data center buildout driving 57% YoY growth to $26B in 2026.", "resolved_tickers": ["AAOI"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "quote", "lang": "en", "tweet_text": "$LITE $GLW $COHR $AAOI $AXTI https://t.co/QgmilVpzIJ (ELASER)\n\nThe global AI optical transceiver market is projected to reach US$26 billion in 2026, up from US$16.5 billion in 2025, representing over 57% YoY growth.\n\nMajor cloud providers (Google, Microsoft, Meta) are aggressively scaling AI server deployments, which directly boosts procurement of high-speed optical transceivers.\n\n2026–2027 will be critical years for companies to secure positions in the 1.6T supply chain. 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{"unit_id": "quote:2046413164418564569", "ticker_idx": 4, "ts": "2026-04-21T02:18:13+00:00", "symbol": "AXTI", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$LITE $GLW $COHR $AAOI $AXTI", "tweet_type": "analysis", "timeline": "years", "summary": "Bullish on optical transceiver plays (LITE, GLW, COHR, AAOI, AXTI) on AI data center buildout driving 57% YoY growth to $26B in 2026.", "resolved_tickers": ["AXTI"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductor Equipment & Materials'", "bench_c_industry": "Semiconductor Equipment & Materials", "unit_kind": "quote", "lang": "en", "tweet_text": "$LITE $GLW $COHR $AAOI $AXTI https://t.co/QgmilVpzIJ (ELASER)\n\nThe global AI optical transceiver market is projected to reach US$26 billion in 2026, up from US$16.5 billion in 2025, representing over 57% YoY growth.\n\nMajor cloud providers (Google, Microsoft, Meta) are aggressively scaling AI server deployments, which directly boosts procurement of high-speed optical transceivers.\n\n2026–2027 will be critical years for companies to secure positions in the 1.6T supply chain. Success in winning design-ins with tier-one customers will largely determine future market share.\n\nRapid expansion of AI data centers and hyperscale GPU clusters, especially in North America where data center traffic has grown over 30% annually.\n\nIncreasing demand for high-speed interconnects (800G and above) inside AI server clusters.\n\nShift toward the next-generation 1.6T optical modules, which are entering mass production.\n\nGrowing needs in edge computing, data center interconnect (DCI), and coherent optics (ZR/ZR+).", "reply_text": null, "parent_text": null, "quoted_text": "Investment theses win by targeting bottlenecks\n\nHBM fixes GPU-to-memory wall (Memory Wall)\nPhotonics/Optics fixes server-to-server (East-West Traffic)\n\nMemory Play: $MU $EWY (Samsung & SK Hynix)\nEast-West Play: $GLW (fiber) $LITE (laser/OCS), $AAOI $COHR (optics) $TSM (CPO) https://t.co/1iuv2viik4", "parent_author": null, "ret_m1d": 0.05055356614401019, "ret_signed_m1d": 0.05055356614401019, "alpha_spy_m1d": 0.04396352902860823, "alpha_c_m1d": 0.05206007025780146, "bench_spy_m1d": 0.006590037115401959, "bench_c_m1d": -0.0015065041137912738, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.15966387922903724, "ret_signed_p1d": 0.15966387922903724, "alpha_spy_p1d": 0.1495371671339183, "alpha_c_p1d": 0.13347272265381793, "bench_spy_p1d": 0.01012671209511895, "bench_c_p1d": 0.02619115657521931, "ret_p1w": -0.08350009382821988, "ret_signed_p1w": -0.08350009382821988, "alpha_spy_p1w": -0.09430844998659105, "alpha_c_p1w": -0.140638620027422, "bench_spy_p1w": 0.010808356158371168, "bench_c_p1w": 0.05713852619920212, "ret_p1m": 0.3953581286785852, "ret_signed_p1m": 0.3953581286785852, "alpha_spy_p1m": 0.34256586933226996, "alpha_c_p1m": 0.1801470739411526, "bench_spy_p1m": 0.05279225934631526, "bench_c_p1m": 0.21521105473743263, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.761, -0.7679, -0.7626, -0.7706, -0.7755, -0.7815, -0.7527, -0.7207, -0.7367, -0.7499, -0.7275, -0.6791, -0.6296, -0.6752, -0.6425, -0.6693, -0.6767, -0.6767, -0.6904, -0.686, -0.6824, -0.6041, -0.6208, -0.5321, -0.4535, -0.5049, -0.4945, -0.3822, -0.443, -0.4781, -0.4825, -0.5682, -0.4857, -0.4091, -0.3683, -0.3767, -0.3483, -0.3545, -0.4083, -0.3496, -0.2252, -0.2765, -0.1405, -0.0871, -0.1016, -0.2196, -0.1913, -0.2967, -0.24, -0.3712, -0.2952, -0.2952, -0.4399, -0.3936, -0.2906, -0.1581, -0.1439, -0.1136, -0.1023, -0.1606, 0.0908, 0.1012, 0.0506, 0.0, 0.1597, 0.004, 0.0159, -0.0643, -0.0835, -0.052, 0.0567, 0.2805, 0.4139, 0.4346, 0.3983, 0.4462, 0.5521, 0.6781, 0.6393, 0.6265, 0.5337, 0.6511, 0.4123, 0.5057, 0.3954, 0.6142, 0.8785, 0.8785, 0.7687, 0.6376, 0.5433, 0.376, 0.4613, 0.4786, 0.4232, 0.4138, 0.1877, 0.2109, 0.0452, 0.1377, 0.1783, 0.2963, 0.4771, 0.241, 0.2286, 0.1281, 0.1281, 0.233, 0.0392, 0.0392, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2043783460515656032", "ticker_idx": 0, "ts": "2026-04-13T20:08:43+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Shorts are fucked. Double digit NAND spot price increases week over week for months straight", "tweet_type": "prediction", "timeline": "months", "summary": "Bullish MU and SNDK on compounding NAND shortage: CapEx diverted to HBM/DRAM left NAND undersupplied; double-digit spot price increases accelerating.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU $SNDK $DRAM Shorts are fucked.\n\nDouble digit NAND spot price increases week over week for months straight\n\nThey forgot Micron, Samsung and SK are NAND powerhouses too. CapEx went to HBM and DRAM. Nobody is backfilling NAND capacity.\n\nThe shortage isn't resolving. It's compounding.", "reply_text": null, "parent_text": null, "quoted_text": "$MU $SNDK NAND >> HBM?\n\nEveryone is watching HBM. The smart money is watching NAND. \n\nThe cascade nobody modeled. AI inference can't be solved by HBM alone. The capacity demand spills over:\n\nHBM → Server DRAM → NAND\n\nEach layer tightens as hyperscalers vacuum up supply. And https://t.co/yjopADzKWb", "parent_author": null, "ret_m1d": -0.08396685520770475, "ret_signed_m1d": -0.08396685520770475, "alpha_spy_m1d": -0.07192866190508485, "alpha_c_m1d": -0.06480755507029468, "bench_spy_m1d": -0.012038193302619904, "bench_c_m1d": -0.019159300137410074, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.020250810895547366, "ret_signed_p1d": -0.020250810895547366, "alpha_spy_p1d": -0.028141780122591276, "alpha_c_p1d": -0.0224632002760784, "bench_spy_p1d": 0.007890969227043909, "bench_c_p1d": 0.0022123893805310324, "ret_p1w": -0.03496112754212388, "ret_signed_p1w": -0.03496112754212388, "alpha_spy_p1w": -0.048813610219581416, "alpha_c_p1w": -0.06296998520165797, "bench_spy_p1w": 0.013852482677457534, "bench_c_p1w": 0.028008857659534092, "ret_p1m": 0.7257870518463934, "ret_signed_p1m": 0.7257870518463934, "alpha_spy_p1m": 0.6568846766517031, "alpha_c_p1m": 0.459282578455561, "bench_spy_p1m": 0.06890237519469022, "bench_c_p1m": 0.2665044733908324, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.7257870518463934, "alpha_spy_stated": 0.6568846766517031, "alpha_c_stated": 0.459282578455561, "price_path": [-0.2774, -0.2213, -0.2213, -0.2165, -0.1647, -0.1466, -0.1421, -0.1648, -0.1194, -0.0656, -0.0645, -0.1094, -0.0602, -0.0996, -0.1856, -0.1781, -0.1528, -0.1768, -0.1988, -0.1192, -0.1114, -0.1163, -0.1163, -0.1418, -0.0964, -0.1041, -0.0809, -0.0964, -0.1027, -0.0791, -0.108, -0.1148, -0.1142, -0.185, -0.1397, -0.1477, -0.2051, -0.1643, -0.1347, -0.1012, -0.1299, -0.0853, -0.0516, -0.0089, -0.0089, -0.0463, -0.0922, -0.132, -0.151, -0.1798, -0.237, -0.2332, -0.3089, -0.2745, -0.21, -0.2135, -0.2135, -0.1888, -0.1892, -0.1266, -0.0948, -0.0968, -0.084, 0.0, -0.0203, -0.0181, -0.0227, -0.037, -0.035, 0.0469, 0.0345, 0.0667, 0.1265, 0.083, 0.1134, 0.1106, 0.1644, 0.2379, 0.3748, 0.4315, 0.3886, 0.6038, 0.708, 0.6462, 0.7258, 0.6665, 0.5562, 0.4636, 0.5005, 0.5719, 0.6366, 0.6128, 0.6128, 0.9239, 0.9938, 0.9832, 1.0852, 1.2237, 1.2851, 1.3184, 1.1389, 0.8555, 1.0386, 1.0098, 0.9153, 1.1386, 1.108, 1.3364, 1.1921, 1.2402, 1.4352, 1.4352, 1.6014, 1.2587, 1.2587, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2043783460515656032", "ticker_idx": 1, "ts": "2026-04-13T20:08:43+00:00", "symbol": "SNDK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Shorts are fucked. Double digit NAND spot price increases week over week for months straight", "tweet_type": "prediction", "timeline": "months", "summary": "Bullish MU and SNDK on compounding NAND shortage: CapEx diverted to HBM/DRAM left NAND undersupplied; double-digit spot price increases accelerating.", "resolved_tickers": ["SNDK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU $SNDK $DRAM Shorts are fucked.\n\nDouble digit NAND spot price increases week over week for months straight\n\nThey forgot Micron, Samsung and SK are NAND powerhouses too. CapEx went to HBM and DRAM. Nobody is backfilling NAND capacity.\n\nThe shortage isn't resolving. It's compounding.", "reply_text": null, "parent_text": null, "quoted_text": "$MU $SNDK NAND >> HBM?\n\nEveryone is watching HBM. The smart money is watching NAND. \n\nThe cascade nobody modeled. AI inference can't be solved by HBM alone. The capacity demand spills over:\n\nHBM → Server DRAM → NAND\n\nEach layer tightens as hyperscalers vacuum up supply. And https://t.co/yjopADzKWb", "parent_author": null, "ret_m1d": 0.008512777502800883, "ret_signed_m1d": 0.008512777502800883, "alpha_spy_m1d": 0.020550970805420787, "alpha_c_m1d": 0.024262403503784613, "bench_spy_m1d": -0.012038193302619904, "bench_c_m1d": -0.01574962600098373, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.055841486185275735, "ret_signed_p1d": -0.055841486185275735, "alpha_spy_p1d": -0.06373245541231964, "alpha_c_p1d": -0.071793924105363, "bench_spy_p1d": 0.007890969227043909, "bench_c_p1d": 0.01595243792008727, "ret_p1w": -0.04337931811312534, "ret_signed_p1w": -0.04337931811312534, "alpha_spy_p1w": -0.057231800790582876, "alpha_c_p1w": -0.08900590729269642, "bench_spy_p1w": 0.013852482677457534, "bench_c_p1w": 0.045626589179571075, "ret_p1m": 0.5323358816670483, "ret_signed_p1m": 0.5323358816670483, "alpha_spy_p1m": 0.46343350647235804, "alpha_c_p1m": 0.3369187494916086, "bench_spy_p1m": 0.06890237519469022, "bench_c_p1m": 0.19541713217543966, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.5323358816670483, "alpha_spy_stated": 0.46343350647235804, "alpha_c_stated": 0.3369187494916086, "price_path": [-0.5667, -0.5621, -0.5621, -0.5202, -0.4692, -0.467, -0.4983, -0.5015, -0.4903, -0.4413, -0.429, -0.3899, -0.2956, -0.2636, -0.3811, -0.3899, -0.3669, -0.3823, -0.4265, -0.3654, -0.3326, -0.3366, -0.3366, -0.3747, -0.3643, -0.3424, -0.3118, -0.2943, -0.3239, -0.3304, -0.3098, -0.3273, -0.3445, -0.4013, -0.3657, -0.4011, -0.4417, -0.3766, -0.3447, -0.306, -0.3448, -0.2995, -0.255, -0.2375, -0.202, -0.1825, -0.2486, -0.2562, -0.2562, -0.2823, -0.3614, -0.348, -0.3938, -0.3273, -0.2665, -0.2572, -0.2572, -0.2328, -0.2474, -0.1732, -0.0984, -0.0981, 0.0085, 0.0, -0.0558, -0.0265, -0.0249, -0.0333, -0.0434, 0.0366, -0.0127, 0.0481, 0.1331, 0.0613, 0.1268, 0.161, 0.2568, 0.3297, 0.489, 0.4929, 0.4188, 0.6542, 0.6386, 0.5374, 0.5323, 0.464, 0.4904, 0.4114, 0.4646, 0.4745, 0.6329, 0.5656, 0.5656, 0.683, 0.6834, 0.7382, 0.7947, 0.865, 0.8173, 0.9392, 0.8632, 0.651, 0.7386, 0.7434, 0.7399, 0.9922, 1.0965, 1.2318, 1.1087, 1.074, 1.3132, 1.3132, 1.4074, 1.0791, 1.0791, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2033029523684602353", "ticker_idx": 0, "ts": "2026-03-15T03:56:24+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "At this rate memory is going to get dozens of profit & price target revisions per quarter", "tweet_type": "news_reaction", "timeline": "quarters", "summary": "Author endorses bullish memory setup: supply crunch driving DRAM/NAND price increases, multiple PT revisions expected; KB Securities raises Samsung PT 33% to 320K KRW.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU $EWY At this rate memory is going to get dozens of profit & price target revisions per quarter.\n\nKB Securities Research Report significantly raised Samsung's earnings forecasts to reflect the outlook for rising DRAM and NAND prices. The year-over-year growth rate for DRAM prices in 2026 was revised upward to 148%, and for NAND prices to 111%.\n\nAccordingly, Samsung Electronics' operating profit forecast has also been significantly raised. The report forecasts operating profits for 2026 and 2027 at 220 trillion won and 301 trillion won, respectively, up by 30% and 57% from previous estimates.\n\nOn the 11th, KB Securities set a target price of 320,000 won for Samsung Electronics in a report. This represents an upward adjustment of approximately 33% from the previous target.", "reply_text": null, "parent_text": null, "quoted_text": "$MU $EWY Memory Bottleneck Is Getting Wild 🤯\n\n\"SK Hynix only has four weeks' worth of DRAM and NAND inventory. 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{"unit_id": "quote:2033029523684602353", "ticker_idx": 1, "ts": "2026-03-15T03:56:24+00:00", "symbol": "005930.KS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "KB Securities Research Report significantly raised Samsung's earnings forecasts to reflect the outlook for rising DRAM and NAND prices", "tweet_type": "news_reaction", "timeline": "quarters", "summary": "Author endorses bullish memory setup: supply crunch driving DRAM/NAND price increases, multiple PT revisions expected; KB Securities raises Samsung PT 33% to 320K KRW.", "resolved_tickers": ["005930.KS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Consumer Electronics'", "bench_c_industry": "Consumer Electronics", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU $EWY At this rate memory is going to get dozens of profit & price target revisions per quarter.\n\nKB Securities Research Report significantly raised Samsung's earnings forecasts to reflect the outlook for rising DRAM and NAND prices. The year-over-year growth rate for DRAM prices in 2026 was revised upward to 148%, and for NAND prices to 111%.\n\nAccordingly, Samsung Electronics' operating profit forecast has also been significantly raised. The report forecasts operating profits for 2026 and 2027 at 220 trillion won and 301 trillion won, respectively, up by 30% and 57% from previous estimates.\n\nOn the 11th, KB Securities set a target price of 320,000 won for Samsung Electronics in a report. This represents an upward adjustment of approximately 33% from the previous target.", "reply_text": null, "parent_text": null, "quoted_text": "$MU $EWY Memory Bottleneck Is Getting Wild 🤯\n\n\"SK Hynix only has four weeks' worth of DRAM and NAND inventory. 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{"unit_id": "quote:2033029523684602353", "ticker_idx": 2, "ts": "2026-03-15T03:56:24+00:00", "symbol": "EWY", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU $EWY At this rate memory is going to get dozens of profit & price target revisions per quarter", "tweet_type": "news_reaction", "timeline": "quarters", "summary": "Author endorses bullish memory setup: supply crunch driving DRAM/NAND price increases, multiple PT revisions expected; KB Securities raises Samsung PT 33% to 320K KRW.", "resolved_tickers": ["EWY"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "quote", "lang": "en", "tweet_text": "$MU $EWY At this rate memory is going to get dozens of profit & price target revisions per quarter.\n\nKB Securities Research Report significantly raised Samsung's earnings forecasts to reflect the outlook for rising DRAM and NAND prices. The year-over-year growth rate for DRAM prices in 2026 was revised upward to 148%, and for NAND prices to 111%.\n\nAccordingly, Samsung Electronics' operating profit forecast has also been significantly raised. The report forecasts operating profits for 2026 and 2027 at 220 trillion won and 301 trillion won, respectively, up by 30% and 57% from previous estimates.\n\nOn the 11th, KB Securities set a target price of 320,000 won for Samsung Electronics in a report. This represents an upward adjustment of approximately 33% from the previous target.", "reply_text": null, "parent_text": null, "quoted_text": "$MU $EWY Memory Bottleneck Is Getting Wild 🤯\n\n\"SK Hynix only has four weeks' worth of DRAM and NAND inventory. 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{"unit_id": "reply:2046313566618423676", "ticker_idx": 0, "ts": "2026-04-20T19:42:27+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "This feels likes a super compressed spring.... before... Boom", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish MU; low forward P/E like a compressed spring primed for a big move up.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@Sammy_CT This feels likes a super compressed spring.... before... Boom", "reply_text": null, "parent_text": "@TradexWhisperer Meanwhile $MU sitting at low single digit forward P/E... 🤯 The lowest of any large cap in the market.", "quoted_text": null, "parent_author": "Sammy_CT", "ret_m1d": 0.014829832963189293, "ret_signed_m1d": 0.014829832963189293, "alpha_spy_m1d": 0.01282609089479414, "alpha_c_m1d": 0.014398735000617169, "bench_spy_m1d": 0.0020037420683951535, "bench_c_m1d": 0.0004310979625721245, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.002140830976164354, "ret_signed_p1d": 0.002140830976164354, "alpha_spy_p1d": 0.008687723824703841, "alpha_c_p1d": 0.0006320538834760914, "bench_spy_p1d": -0.006546892848539487, "bench_c_p1d": 0.0015087770926882627, "ret_p1w": 0.16979613275697347, "ret_signed_p1w": 0.16979613275697347, "alpha_spy_p1w": 0.16069515303269855, "alpha_c_p1w": 0.07862443888335968, "bench_spy_p1w": 0.009100979724274927, "bench_c_p1w": 0.09117169387361379, "ret_p1m": 0.5582265940656577, "ret_signed_p1m": 0.5582265940656577, "alpha_spy_p1m": 0.5229375248943782, "alpha_c_p1m": 0.3857978674707614, "bench_spy_p1m": 0.0352890691712795, "bench_c_p1m": 0.17242872659489628, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.5582265940656577, "alpha_spy_stated": 0.5229375248943782, "alpha_c_stated": 0.3857978674707614, "price_path": [-0.1326, -0.1137, -0.1091, -0.1327, -0.0855, -0.0297, -0.0286, -0.0752, -0.0241, -0.065, -0.1543, -0.1465, -0.1202, -0.1451, -0.168, -0.0853, -0.0772, -0.0824, -0.0824, -0.1088, -0.0617, -0.0697, -0.0456, -0.0616, -0.0682, -0.0437, -0.0737, -0.0808, -0.0801, -0.1536, -0.1066, -0.1149, -0.1746, -0.1322, -0.1014, -0.0667, -0.0964, -0.0501, -0.0152, 0.0292, 0.0292, -0.0097, -0.0573, -0.0987, -0.1183, -0.1483, -0.2076, -0.2037, -0.2824, -0.2466, -0.1797, -0.1833, -0.1833, -0.1576, -0.158, -0.093, -0.06, -0.0621, -0.0487, 0.0384, 0.0174, 0.0196, 0.0148, 0.0, 0.0021, 0.0871, 0.0743, 0.1077, 0.1698, 0.1246, 0.1562, 0.1533, 0.2092, 0.2855, 0.4277, 0.4865, 0.442, 0.6654, 0.7736, 0.7095, 0.7921, 0.7305, 0.616, 0.5199, 0.5582, 0.6324, 0.6995, 0.6748, 0.6748, 0.9979, 1.0704, 1.0595, 1.1654, 1.3092, 1.373, 1.4075, 1.2211, 0.9268, 1.1169, 1.0871, 0.9889, 1.2208, 1.189, 1.4263, 1.2763, 1.3264, 1.5289, 1.5289, 1.7014, 1.3455, 1.3455, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2040292865939800136", "ticker_idx": 0, "ts": "2026-04-04T04:58:20+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Two companies. One stack. Both hit $1 Trillion.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long PLTR and MU; both predicted to reach $1 trillion market cap as the combined AI agent stack (ontology + memory).", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "$PLTR Ontology puts AI agents on steroids.\nContext IS memory. Memory IS $MU.\n\nTwo companies. One stack. Both hit $1 Trillion.", "reply_text": null, "parent_text": null, "quoted_text": "A simple way to think about AI agents:\nLLM = reasoning\nTools = actions\nMemory = context\nAgents combine all three.", "parent_author": null, "ret_m1d": 0.0035828707113341185, "ret_signed_m1d": 0.0035828707113341185, "alpha_spy_m1d": 0.008287477845992486, "alpha_c_m1d": 0.008287477845992486, "bench_spy_m1d": -0.004704607134658367, "bench_c_m1d": -0.004704607134658367, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.014466401368164572, "ret_signed_p1d": 0.014466401368164572, "alpha_spy_p1d": 0.014026400803537342, "alpha_c_p1d": 0.014026400803537342, "bench_spy_p1d": 0.0004400005646272298, "bench_c_p1d": 0.0004400005646272298, "ret_p1w": -0.10518487344683813, "ret_signed_p1w": -0.10518487344683813, "alpha_spy_p1w": -0.1464183497447562, "alpha_c_p1w": -0.1464183497447562, "bench_spy_p1w": 0.04123347629791807, "bench_c_p1w": 0.04123347629791807, "ret_p1m": -0.08125457722435048, "ret_signed_p1m": -0.08125457722435048, "alpha_spy_p1m": -0.17965655237927014, "alpha_c_p1m": -0.17965655237927014, "bench_spy_p1m": 0.09840197515491966, "bench_c_p1m": 0.09840197515491966, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.08125457722435048, "alpha_spy_stated": -0.17965655237927014, "alpha_c_stated": -0.17965655237927014, "price_path": [0.2281, 0.1956, 0.1998, 0.2128, 0.2098, 0.206, 0.197, 0.1557, 0.1557, 0.1393, 0.1176, 0.1215, 0.1465, 0.1321, 0.1201, 0.0637, 0.0266, -0.0091, -0.0011, 0.0673, -0.0567, -0.1211, -0.0813, -0.0339, -0.0569, -0.0828, -0.1271, -0.1117, -0.1117, -0.1008, -0.0848, -0.0881, -0.0858, -0.1171, -0.129, -0.0929, -0.0811, -0.0726, -0.0187, -0.0048, 0.0356, 0.032, 0.0624, 0.0575, 0.0217, 0.0248, 0.0377, 0.0204, 0.0324, 0.0483, 0.0327, 0.0524, 0.0186, 0.0873, 0.0463, 0.0475, -0.0025, -0.0329, -0.0702, -0.0112, -0.0097, 0.0036, 0.0036, 0.0, 0.0145, -0.0485, -0.1179, -0.1343, -0.1052, -0.0827, -0.0391, -0.0349, -0.0104, -0.0138, -0.0132, 0.0317, -0.043, -0.0327, -0.0327, -0.0456, -0.0673, -0.0596, -0.0261, -0.0128, -0.0813, -0.0956, -0.0735, -0.0685, -0.0746, -0.0806, -0.1209, -0.096, -0.0942, -0.0865, -0.0856, -0.0729, -0.0711, -0.0747, -0.0747, -0.0766, -0.1042, -0.031, 0.0582, 0.086, 0.0287, -0.0387, -0.0421, -0.0838, -0.0775, -0.1072, -0.1198, -0.1139, -0.1348, -0.0894, -0.0992, -0.1169, -0.1315, -0.1315, -0.1922, -0.2111, -0.2111, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2040292865939800136", "ticker_idx": 1, "ts": "2026-04-04T04:58:20+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Memory IS $MU. Two companies. One stack. Both hit $1 Trillion.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long PLTR and MU; both predicted to reach $1 trillion market cap as the combined AI agent stack (ontology + memory).", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$PLTR Ontology puts AI agents on steroids.\nContext IS memory. Memory IS $MU.\n\nTwo companies. One stack. Both hit $1 Trillion.", "reply_text": null, "parent_text": null, "quoted_text": "A simple way to think about AI agents:\nLLM = reasoning\nTools = actions\nMemory = context\nAgents combine all three.", "parent_author": null, "ret_m1d": -0.030495603646339964, "ret_signed_m1d": -0.030495603646339964, "alpha_spy_m1d": -0.025790996511681596, "alpha_c_m1d": -0.02125270359945919, "bench_spy_m1d": -0.004704607134658367, "bench_c_m1d": -0.009242900046880775, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.00047655439619209705, "ret_signed_p1d": -0.00047655439619209705, "alpha_spy_p1d": -0.0009165549608193269, "alpha_c_p1d": -0.010376000836410548, "bench_spy_p1d": 0.0004400005646272298, "bench_c_p1d": 0.009899446440218451, "ret_p1w": 0.12918251411324855, "ret_signed_p1w": 0.12918251411324855, "alpha_spy_p1w": 0.08794903781533048, "alpha_c_p1w": 0.00958055432342042, "bench_spy_p1w": 0.04123347629791807, "bench_c_p1w": 0.11960195978982813, "ret_p1m": 0.6947267991766328, "ret_signed_p1m": 0.6947267991766328, "alpha_spy_p1m": 0.5963248240217132, "alpha_c_p1m": 0.3747359210020953, "bench_spy_p1m": 0.09840197515491966, "bench_c_p1m": 0.31999087817453753, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.6947267991766328, "alpha_spy_stated": 0.5963248240217132, "alpha_c_stated": 0.3747359210020953, "price_path": [-0.1015, -0.1347, -0.0869, -0.0848, -0.1053, -0.1179, -0.1093, -0.0401, -0.0401, -0.0342, 0.0296, 0.052, 0.0575, 0.0296, 0.0855, 0.1518, 0.1531, 0.0978, 0.1585, 0.1099, 0.0039, 0.0132, 0.0444, 0.0148, -0.0124, 0.0858, 0.0954, 0.0893, 0.0893, 0.0578, 0.1139, 0.1043, 0.133, 0.1139, 0.1061, 0.1352, 0.0996, 0.0912, 0.092, 0.0047, 0.0605, 0.0506, -0.0202, 0.0302, 0.0667, 0.1079, 0.0726, 0.1276, 0.169, 0.2217, 0.2218, 0.1756, 0.119, 0.0699, 0.0466, 0.011, -0.0594, -0.0548, -0.1481, -0.1057, -0.0262, -0.0305, -0.0305, 0.0, -0.0005, 0.0767, 0.1158, 0.1134, 0.1292, 0.2327, 0.2077, 0.2104, 0.2047, 0.187, 0.1896, 0.2904, 0.2752, 0.3149, 0.3886, 0.3349, 0.3725, 0.369, 0.4353, 0.526, 0.6947, 0.7646, 0.7117, 0.9769, 1.1054, 1.0293, 1.1274, 1.0542, 0.9183, 0.8042, 0.8497, 0.9377, 1.0174, 0.988, 0.988, 1.3716, 1.4577, 1.4447, 1.5704, 1.7412, 1.8169, 1.8578, 1.6366, 1.2872, 1.5129, 1.4775, 1.361, 1.6363, 1.5985, 1.8801, 1.7021, 1.7615, 2.0019, 2.0019, 2.2067, 1.7842, 1.7842, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2044640733668483464", "ticker_idx": 0, "ts": "2026-04-16T04:55:13+00:00", "symbol": "LITE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$LITE $GLW $AAOI $COHR $AXTI $TSM $ASX", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Names optical interconnect plays as beneficiaries of OCI MSA standardization driving AI data-center shift from copper to optics.", "resolved_tickers": ["LITE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "quote", "lang": "en", "tweet_text": "$LITE $GLW $AAOI $COHR $AXTI $TSM $ASX\n\nTech titans have formed the Optical Compute Interconnect Multi-Source Agreement (OCI MSA) to develop an open, standardized specification for optical interconnections in AI data centers.\n\nThis initiative aims to overcome the physical and performance limitations of traditional copper interconnects, which are struggling to meet the massive bandwidth, power efficiency, and scale requirements of next-generation AI clusters. \n\nFounding members include:\n\n-Chip/accelerator designers: NVIDIA, AMD, Broadcom\n-Hyperscalers & AI labs: Microsoft, Meta, OpenAI\n\nThese firms are collaborating to define a protocol-agnostic physical layer (PHY) specification. This will allow their respective protocols (e.g., NVIDIA’s NVLink and AMD’s UALink) to run over optical fiber, supporting larger multi-rack AI domains and a multi-vendor supply chain.\n\nCopper-based links are hitting fundamental limits in bandwidth and power consumption as AI models and clusters grow. They also create supply chain constraints. The shift to optics is seen as essential for scaling AI infrastructure toward “super-intelligence.”\n\nThe OCI MSA covers various optical technologies, including:\n\n-Pluggable optical modules\n-On-board optics\n-Co-packaged optics (CPO), such as TSMC’s COUPE technology\n\nKey Benefits\n\n-Higher bandwidth and better power efficiency than copper\n-Larger-scale AI compute domains (multi-rack)\n-Reduced costs through standardization and multi-vendor competition\n-De-risked supply chains (less sole reliance on any single supplier)\n-Ability to mix different AI ecosystems on the same optical infrastructure", "reply_text": null, "parent_text": null, "quoted_text": "Investment theses win by targeting bottlenecks\n\nHBM fixes GPU-to-memory wall (Memory Wall)\nPhotonics/Optics fixes server-to-server (East-West Traffic)\n\nMemory Play: $MU $EWY (Samsung & SK Hynix)\nEast-West Play: $GLW (fiber) $LITE (laser/OCS), $AAOI $COHR (optics) $TSM (CPO) https://t.co/1iuv2viik4", "parent_author": null, "ret_m1d": -0.0754134368022239, "ret_signed_m1d": -0.0754134368022239, "alpha_spy_m1d": -0.0729621129102841, "alpha_c_m1d": -0.0729621129102841, "bench_spy_m1d": -0.002451323891939805, "bench_c_m1d": -0.002451323891939805, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.003197904798795337, "ret_signed_p1d": 0.003197904798795337, "alpha_spy_p1d": -0.00888778130284873, "alpha_c_p1d": -0.00888778130284873, "bench_spy_p1d": 0.012085686101644066, "bench_c_p1d": 0.012085686101644066, "ret_p1w": -0.049740757065523944, "ret_signed_p1w": -0.049740757065523944, "alpha_spy_p1w": -0.05941785261474197, "alpha_c_p1w": -0.05941785261474197, "bench_spy_p1w": 0.009677095549218029, "bench_c_p1w": 0.009677095549218029, "ret_p1m": 0.08918117200762543, "ret_signed_p1m": 0.08918117200762543, "alpha_spy_p1m": 0.035722200330498, "alpha_c_p1m": 0.035722200330498, "bench_spy_p1m": 0.05345897167712743, "bench_c_p1m": 0.05345897167712743, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.08918117200762543, "alpha_spy_stated": 0.035722200330498, "alpha_c_stated": 0.035722200330498, "price_path": [-0.6362, -0.5996, -0.5933, -0.6022, -0.6194, -0.627, -0.5841, -0.568, -0.572, -0.5603, -0.5249, -0.5118, -0.4776, -0.434, -0.3806, -0.3524, -0.3704, -0.3558, -0.3453, -0.3686, -0.3686, -0.3263, -0.3332, -0.2868, -0.2507, -0.2429, -0.2277, -0.1883, -0.2404, -0.2135, -0.1211, -0.2208, -0.2361, -0.2697, -0.3734, -0.2811, -0.246, -0.246, -0.3087, -0.3015, -0.2989, -0.2712, -0.2137, -0.1336, -0.2074, -0.1821, -0.1001, -0.128, -0.2271, -0.2115, -0.2653, -0.2115, -0.142, -0.0722, -0.0722, -0.1335, -0.0847, 0.0054, 0.0033, 0.0068, -0.0225, -0.0431, -0.0754, 0.0, 0.0032, 0.0044, -0.0609, -0.0198, -0.0497, -0.0107, -0.0354, -0.112, -0.0369, 0.0125, 0.0659, 0.0953, 0.116, 0.0595, 0.0015, 0.0141, 0.1816, 0.1135, 0.1561, 0.1241, 0.0892, -0.007, -0.0013, -0.026, 0.0822, 0.0625, 0.0625, 0.022, 0.0124, -0.0343, -0.0407, 0.0155, 0.1548, 0.0525, 0.0604, -0.0309, 0.0047, -0.0779, -0.0426, -0.0018, 0.034, 0.0741, -0.0178, -0.0238, -0.0463, -0.0463, 0.003, -0.071, -0.071, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2044640733668483464", "ticker_idx": 1, "ts": "2026-04-16T04:55:13+00:00", "symbol": "GLW", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$LITE $GLW $AAOI $COHR $AXTI $TSM $ASX", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Names optical interconnect plays as beneficiaries of OCI MSA standardization driving AI data-center shift from copper to optics.", "resolved_tickers": ["GLW"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Electronic Components'", "bench_c_industry": "Electronic Components", "unit_kind": "quote", "lang": "en", "tweet_text": "$LITE $GLW $AAOI $COHR $AXTI $TSM $ASX\n\nTech titans have formed the Optical Compute Interconnect Multi-Source Agreement (OCI MSA) to develop an open, standardized specification for optical interconnections in AI data centers.\n\nThis initiative aims to overcome the physical and performance limitations of traditional copper interconnects, which are struggling to meet the massive bandwidth, power efficiency, and scale requirements of next-generation AI clusters. \n\nFounding members include:\n\n-Chip/accelerator designers: NVIDIA, AMD, Broadcom\n-Hyperscalers & AI labs: Microsoft, Meta, OpenAI\n\nThese firms are collaborating to define a protocol-agnostic physical layer (PHY) specification. This will allow their respective protocols (e.g., NVIDIA’s NVLink and AMD’s UALink) to run over optical fiber, supporting larger multi-rack AI domains and a multi-vendor supply chain.\n\nCopper-based links are hitting fundamental limits in bandwidth and power consumption as AI models and clusters grow. They also create supply chain constraints. The shift to optics is seen as essential for scaling AI infrastructure toward “super-intelligence.”\n\nThe OCI MSA covers various optical technologies, including:\n\n-Pluggable optical modules\n-On-board optics\n-Co-packaged optics (CPO), such as TSMC’s COUPE technology\n\nKey Benefits\n\n-Higher bandwidth and better power efficiency than copper\n-Larger-scale AI compute domains (multi-rack)\n-Reduced costs through standardization and multi-vendor competition\n-De-risked supply chains (less sole reliance on any single supplier)\n-Ability to mix different AI ecosystems on the same optical infrastructure", "reply_text": null, "parent_text": null, "quoted_text": "Investment theses win by targeting bottlenecks\n\nHBM fixes GPU-to-memory wall (Memory Wall)\nPhotonics/Optics fixes server-to-server (East-West Traffic)\n\nMemory Play: $MU $EWY (Samsung & SK Hynix)\nEast-West Play: $GLW (fiber) $LITE (laser/OCS), $AAOI $COHR (optics) $TSM (CPO) https://t.co/1iuv2viik4", "parent_author": null, "ret_m1d": 0.013186396987070692, "ret_signed_m1d": 0.013186396987070692, "alpha_spy_m1d": 0.015637720879010497, "alpha_c_m1d": 0.02450072999634678, "bench_spy_m1d": -0.002451323891939805, "bench_c_m1d": -0.01131433300927609, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.010236057522739928, "ret_signed_p1d": -0.010236057522739928, "alpha_spy_p1d": -0.022321743624383994, "alpha_c_p1d": -0.02556298514891464, "bench_spy_p1d": 0.012085686101644066, "bench_c_p1d": 0.015326927626174713, "ret_p1w": 0.020592473215936158, "ret_signed_p1w": 0.020592473215936158, "alpha_spy_p1w": 0.010915377666718129, "alpha_c_p1w": -0.004535761184146336, "bench_spy_p1w": 0.009677095549218029, "bench_c_p1w": 0.025128234400082494, "ret_p1m": 0.1549253498691472, "ret_signed_p1m": 0.1549253498691472, "alpha_spy_p1m": 0.10146637819201976, "alpha_c_p1m": -0.004527275506722717, "bench_spy_p1m": 0.05345897167712743, "bench_c_p1m": 0.1594526253758699, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.1549253498691472, "alpha_spy_stated": 0.10146637819201976, "alpha_c_stated": -0.004527275506722717, "price_path": [-0.4339, -0.4437, -0.4379, -0.4334, -0.4393, -0.4294, -0.3405, -0.3733, -0.381, -0.3795, -0.3367, -0.3221, -0.3408, -0.3221, -0.2658, -0.2103, -0.2301, -0.2013, -0.2097, -0.1979, -0.1979, -0.2156, -0.2066, -0.2188, -0.1615, -0.1271, -0.0889, -0.0358, -0.0967, -0.0945, -0.0495, -0.1115, -0.1279, -0.1887, -0.2576, -0.223, -0.1798, -0.2066, -0.2186, -0.2225, -0.2049, -0.2179, -0.2181, -0.1987, -0.2499, -0.2114, -0.1449, -0.1188, -0.1852, -0.1762, -0.226, -0.1813, -0.1427, -0.1093, -0.1093, -0.1179, -0.1057, -0.0059, 0.0224, 0.0311, 0.0547, 0.0406, 0.0132, 0.0, -0.0102, -0.0042, -0.0038, 0.0161, 0.0206, 0.0591, 0.0116, -0.0785, -0.0854, -0.0111, -0.0471, -0.0368, -0.024, 0.0933, 0.0983, 0.1256, 0.2487, 0.1936, 0.2434, 0.2541, 0.1549, 0.0751, 0.0587, 0.088, 0.1554, 0.1684, 0.1684, 0.1812, 0.1494, 0.1017, 0.0925, 0.0656, 0.2085, 0.2107, 0.1922, 0.0709, 0.1309, 0.0489, 0.0141, 0.0647, 0.0807, 0.133, 0.0699, 0.0577, 0.1755, 0.1755, 0.2654, 0.1703, 0.1703, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2044640733668483464", "ticker_idx": 2, "ts": "2026-04-16T04:55:13+00:00", "symbol": "AAOI", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$LITE $GLW $AAOI $COHR $AXTI $TSM $ASX", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Names optical interconnect plays as beneficiaries of OCI MSA standardization driving AI data-center shift from copper to optics.", "resolved_tickers": ["AAOI"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "quote", "lang": "en", "tweet_text": "$LITE $GLW $AAOI $COHR $AXTI $TSM $ASX\n\nTech titans have formed the Optical Compute Interconnect Multi-Source Agreement (OCI MSA) to develop an open, standardized specification for optical interconnections in AI data centers.\n\nThis initiative aims to overcome the physical and performance limitations of traditional copper interconnects, which are struggling to meet the massive bandwidth, power efficiency, and scale requirements of next-generation AI clusters. \n\nFounding members include:\n\n-Chip/accelerator designers: NVIDIA, AMD, Broadcom\n-Hyperscalers & AI labs: Microsoft, Meta, OpenAI\n\nThese firms are collaborating to define a protocol-agnostic physical layer (PHY) specification. This will allow their respective protocols (e.g., NVIDIA’s NVLink and AMD’s UALink) to run over optical fiber, supporting larger multi-rack AI domains and a multi-vendor supply chain.\n\nCopper-based links are hitting fundamental limits in bandwidth and power consumption as AI models and clusters grow. They also create supply chain constraints. The shift to optics is seen as essential for scaling AI infrastructure toward “super-intelligence.”\n\nThe OCI MSA covers various optical technologies, including:\n\n-Pluggable optical modules\n-On-board optics\n-Co-packaged optics (CPO), such as TSMC’s COUPE technology\n\nKey Benefits\n\n-Higher bandwidth and better power efficiency than copper\n-Larger-scale AI compute domains (multi-rack)\n-Reduced costs through standardization and multi-vendor competition\n-De-risked supply chains (less sole reliance on any single supplier)\n-Ability to mix different AI ecosystems on the same optical infrastructure", "reply_text": null, "parent_text": null, "quoted_text": "Investment theses win by targeting bottlenecks\n\nHBM fixes GPU-to-memory wall (Memory Wall)\nPhotonics/Optics fixes server-to-server (East-West Traffic)\n\nMemory Play: $MU $EWY (Samsung & SK Hynix)\nEast-West Play: $GLW (fiber) $LITE (laser/OCS), $AAOI $COHR (optics) $TSM (CPO) https://t.co/1iuv2viik4", "parent_author": null, "ret_m1d": -0.0938850977931982, "ret_signed_m1d": -0.0938850977931982, "alpha_spy_m1d": -0.0914337739012584, "alpha_c_m1d": -0.0914337739012584, "bench_spy_m1d": -0.002451323891939805, "bench_c_m1d": -0.002451323891939805, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.013348530046777274, "ret_signed_p1d": 0.013348530046777274, "alpha_spy_p1d": 0.0012628439451332074, "alpha_c_p1d": 0.0012628439451332074, "bench_spy_p1d": 0.012085686101644066, "bench_c_p1d": 0.012085686101644066, "ret_p1w": -0.12452333260007353, "ret_signed_p1w": -0.12452333260007353, "alpha_spy_p1w": -0.13420042814929156, "alpha_c_p1w": -0.13420042814929156, "bench_spy_p1w": 0.009677095549218029, "bench_c_p1w": 0.009677095549218029, "ret_p1m": 0.2100177456643586, "ret_signed_p1m": 0.2100177456643586, "alpha_spy_p1m": 0.15655877398723117, "alpha_c_p1m": 0.15655877398723117, "bench_spy_p1m": 0.05345897167712743, "bench_c_p1m": 0.05345897167712743, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.2100177456643586, "alpha_spy_stated": 0.15655877398723117, "alpha_c_stated": 0.15655877398723117, "price_path": [-0.7646, -0.7504, -0.756, -0.7575, -0.7729, -0.7782, -0.7623, -0.7125, -0.7485, -0.7228, -0.7193, -0.7068, -0.7464, -0.7576, -0.7184, -0.6955, -0.6918, -0.6923, -0.7204, -0.7174, -0.7174, -0.7209, -0.7239, -0.7014, -0.6715, -0.657, -0.6423, -0.6306, -0.6587, -0.4646, -0.3484, -0.394, -0.3662, -0.3571, -0.3924, -0.2968, -0.2341, -0.1927, -0.325, -0.3846, -0.402, -0.4512, -0.4112, -0.3521, -0.4436, -0.3913, -0.276, -0.2728, -0.3808, -0.3757, -0.4585, -0.4623, -0.4511, -0.3395, -0.3395, -0.317, -0.2522, -0.1565, -0.1527, -0.0427, -0.0263, -0.0695, -0.0939, 0.0, 0.0133, 0.0391, -0.0429, -0.0502, -0.1245, 0.0308, -0.0734, -0.1275, -0.0285, 0.0447, 0.1665, 0.0995, 0.1478, 0.1349, 0.0015, -0.0533, 0.1753, 0.1968, 0.4181, 0.294, 0.21, 0.1013, 0.0891, 0.0505, 0.1239, 0.1536, 0.1536, 0.129, 0.1431, 0.0744, 0.0069, 0.1802, 0.2864, 0.17, 0.2897, 0.1251, 0.2499, 0.0353, 0.1132, 0.0983, 0.0746, 0.2176, 0.0857, 0.0637, 0.0288, 0.0288, 0.0884, -0.0628, -0.0628, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2044640733668483464", "ticker_idx": 3, "ts": "2026-04-16T04:55:13+00:00", "symbol": "COHR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$LITE $GLW $AAOI $COHR $AXTI $TSM $ASX", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Names optical interconnect plays as beneficiaries of OCI MSA standardization driving AI data-center shift from copper to optics.", "resolved_tickers": ["COHR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Scientific & Technical Instruments'", "bench_c_industry": "Scientific & Technical Instruments", "unit_kind": "quote", "lang": "en", "tweet_text": "$LITE $GLW $AAOI $COHR $AXTI $TSM $ASX\n\nTech titans have formed the Optical Compute Interconnect Multi-Source Agreement (OCI MSA) to develop an open, standardized specification for optical interconnections in AI data centers.\n\nThis initiative aims to overcome the physical and performance limitations of traditional copper interconnects, which are struggling to meet the massive bandwidth, power efficiency, and scale requirements of next-generation AI clusters. \n\nFounding members include:\n\n-Chip/accelerator designers: NVIDIA, AMD, Broadcom\n-Hyperscalers & AI labs: Microsoft, Meta, OpenAI\n\nThese firms are collaborating to define a protocol-agnostic physical layer (PHY) specification. This will allow their respective protocols (e.g., NVIDIA’s NVLink and AMD’s UALink) to run over optical fiber, supporting larger multi-rack AI domains and a multi-vendor supply chain.\n\nCopper-based links are hitting fundamental limits in bandwidth and power consumption as AI models and clusters grow. They also create supply chain constraints. The shift to optics is seen as essential for scaling AI infrastructure toward “super-intelligence.”\n\nThe OCI MSA covers various optical technologies, including:\n\n-Pluggable optical modules\n-On-board optics\n-Co-packaged optics (CPO), such as TSMC’s COUPE technology\n\nKey Benefits\n\n-Higher bandwidth and better power efficiency than copper\n-Larger-scale AI compute domains (multi-rack)\n-Reduced costs through standardization and multi-vendor competition\n-De-risked supply chains (less sole reliance on any single supplier)\n-Ability to mix different AI ecosystems on the same optical infrastructure", "reply_text": null, "parent_text": null, "quoted_text": "Investment theses win by targeting bottlenecks\n\nHBM fixes GPU-to-memory wall (Memory Wall)\nPhotonics/Optics fixes server-to-server (East-West Traffic)\n\nMemory Play: $MU $EWY (Samsung & SK Hynix)\nEast-West Play: $GLW (fiber) $LITE (laser/OCS), $AAOI $COHR (optics) $TSM (CPO) https://t.co/1iuv2viik4", "parent_author": null, "ret_m1d": -0.060365816441977915, "ret_signed_m1d": -0.060365816441977915, "alpha_spy_m1d": -0.05791449255003811, "alpha_c_m1d": -0.049051483432701826, "bench_spy_m1d": -0.002451323891939805, "bench_c_m1d": -0.01131433300927609, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.051890210407536275, "ret_signed_p1d": 0.051890210407536275, "alpha_spy_p1d": 0.03980452430589221, "alpha_c_p1d": 0.03656328278136156, "bench_spy_p1d": 0.012085686101644066, "bench_c_p1d": 0.015326927626174713, "ret_p1w": 0.02951217279201601, "ret_signed_p1w": 0.02951217279201601, "alpha_spy_p1w": 0.019835077242797983, "alpha_c_p1w": 0.004383938391933517, "bench_spy_p1w": 0.009677095549218029, "bench_c_p1w": 0.025128234400082494, "ret_p1m": 0.16600613477753434, "ret_signed_p1m": 0.16600613477753434, "alpha_spy_p1m": 0.11254716310040691, "alpha_c_p1m": 0.006553509401664437, "bench_spy_p1m": 0.05345897167712743, "bench_c_p1m": 0.1594526253758699, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.16600613477753434, "alpha_spy_stated": 0.11254716310040691, "alpha_c_stated": 0.006553509401664437, "price_path": [-0.4176, -0.4102, -0.3858, -0.382, -0.3996, -0.3971, -0.3476, -0.3258, -0.3419, -0.3531, -0.3218, -0.3013, -0.3567, -0.3621, -0.3059, -0.2608, -0.3038, -0.318, -0.3412, -0.3377, -0.3377, -0.3294, -0.3174, -0.2912, -0.2434, -0.2412, -0.223, -0.1832, -0.2374, -0.2106, -0.0887, -0.1439, -0.162, -0.226, -0.2813, -0.2307, -0.2054, -0.2335, -0.2644, -0.2599, -0.2458, -0.2506, -0.2158, -0.1598, -0.2267, -0.2224, -0.1697, -0.1706, -0.2583, -0.2577, -0.3303, -0.2737, -0.2445, -0.2129, -0.2129, -0.228, -0.2223, -0.1409, -0.1336, -0.0625, -0.0612, -0.0445, -0.0604, 0.0, 0.0519, 0.0595, 0.0481, 0.0685, 0.0295, 0.0247, -0.0197, -0.0733, -0.0703, -0.0253, 0.0046, 0.0058, 0.0236, 0.0508, -0.0269, 0.0221, 0.1576, 0.1403, 0.2308, 0.2346, 0.166, 0.1062, 0.0781, 0.093, 0.1524, 0.1511, 0.1511, 0.1627, 0.1591, 0.1492, 0.102, 0.1064, 0.3015, 0.2727, 0.2863, 0.1494, 0.2254, 0.0852, 0.0816, 0.1085, 0.1739, 0.2617, 0.1671, 0.155, 0.1877, 0.1877, 0.2972, 0.1623, 0.1623, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2044640733668483464", "ticker_idx": 4, "ts": "2026-04-16T04:55:13+00:00", "symbol": "AXTI", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$LITE $GLW $AAOI $COHR $AXTI $TSM $ASX", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Names optical interconnect plays as beneficiaries of OCI MSA standardization driving AI data-center shift from copper to optics.", "resolved_tickers": ["AXTI"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductor Equipment & Materials'", "bench_c_industry": "Semiconductor Equipment & Materials", "unit_kind": "quote", "lang": "en", "tweet_text": "$LITE $GLW $AAOI $COHR $AXTI $TSM $ASX\n\nTech titans have formed the Optical Compute Interconnect Multi-Source Agreement (OCI MSA) to develop an open, standardized specification for optical interconnections in AI data centers.\n\nThis initiative aims to overcome the physical and performance limitations of traditional copper interconnects, which are struggling to meet the massive bandwidth, power efficiency, and scale requirements of next-generation AI clusters. \n\nFounding members include:\n\n-Chip/accelerator designers: NVIDIA, AMD, Broadcom\n-Hyperscalers & AI labs: Microsoft, Meta, OpenAI\n\nThese firms are collaborating to define a protocol-agnostic physical layer (PHY) specification. This will allow their respective protocols (e.g., NVIDIA’s NVLink and AMD’s UALink) to run over optical fiber, supporting larger multi-rack AI domains and a multi-vendor supply chain.\n\nCopper-based links are hitting fundamental limits in bandwidth and power consumption as AI models and clusters grow. They also create supply chain constraints. The shift to optics is seen as essential for scaling AI infrastructure toward “super-intelligence.”\n\nThe OCI MSA covers various optical technologies, including:\n\n-Pluggable optical modules\n-On-board optics\n-Co-packaged optics (CPO), such as TSMC’s COUPE technology\n\nKey Benefits\n\n-Higher bandwidth and better power efficiency than copper\n-Larger-scale AI compute domains (multi-rack)\n-Reduced costs through standardization and multi-vendor competition\n-De-risked supply chains (less sole reliance on any single supplier)\n-Ability to mix different AI ecosystems on the same optical infrastructure", "reply_text": null, "parent_text": null, "quoted_text": "Investment theses win by targeting bottlenecks\n\nHBM fixes GPU-to-memory wall (Memory Wall)\nPhotonics/Optics fixes server-to-server (East-West Traffic)\n\nMemory Play: $MU $EWY (Samsung & SK Hynix)\nEast-West Play: $GLW (fiber) $LITE (laser/OCS), $AAOI $COHR (optics) $TSM (CPO) https://t.co/1iuv2viik4", "parent_author": null, "ret_m1d": -0.23049643868291536, "ret_signed_m1d": -0.23049643868291536, "alpha_spy_m1d": -0.22804511479097556, "alpha_c_m1d": -0.2265386817759646, "bench_spy_m1d": -0.002451323891939805, "bench_c_m1d": -0.003957756906950771, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.009537769515036265, "ret_signed_p1d": 0.009537769515036265, "alpha_spy_p1d": -0.0025479165866078013, "alpha_c_p1d": -0.011042740863960177, "bench_spy_p1d": 0.012085686101644066, "bench_c_p1d": 0.02058051037899644, "ret_p1w": -0.07960384242361374, "ret_signed_p1w": -0.07960384242361374, "alpha_spy_p1w": -0.08928093797283176, "alpha_c_p1w": -0.13908057733254353, "bench_spy_p1w": 0.009677095549218029, "bench_c_p1w": 0.059476734908929796, "ret_p1m": 0.5135730083996108, "ret_signed_p1m": 0.5135730083996108, "alpha_spy_p1m": 0.4601140367224834, "alpha_c_p1m": 0.2903099437824621, "bench_spy_p1m": 0.05345897167712743, "bench_c_p1m": 0.22326306461714873, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.5135730083996108, "alpha_spy_stated": 0.4601140367224834, "alpha_c_stated": 0.2903099437824621, "price_path": [-0.7299, -0.7382, -0.7581, -0.7809, -0.7872, -0.7823, -0.7897, -0.7942, -0.7997, -0.7733, -0.7439, -0.7586, -0.7707, -0.7502, -0.7058, -0.6604, -0.7022, -0.6723, -0.6969, -0.7036, -0.7036, -0.7162, -0.7122, -0.7089, -0.6371, -0.6524, -0.571, -0.499, -0.5461, -0.5366, -0.4336, -0.4894, -0.5215, -0.5256, -0.6042, -0.5285, -0.4583, -0.4209, -0.4286, -0.4025, -0.4083, -0.4576, -0.4038, -0.2897, -0.3368, -0.212, -0.1631, -0.1764, -0.2845, -0.2586, -0.3552, -0.3033, -0.4236, -0.3539, -0.3539, -0.4865, -0.4441, -0.3497, -0.2282, -0.2152, -0.1875, -0.1771, -0.2305, 0.0, 0.0095, -0.0369, -0.0833, 0.0631, -0.0796, -0.0687, -0.1422, -0.1598, -0.131, -0.0313, 0.1739, 0.2962, 0.3151, 0.2819, 0.3258, 0.4228, 0.5384, 0.5028, 0.4911, 0.406, 0.5136, 0.2947, 0.3803, 0.2792, 0.4798, 0.7221, 0.7221, 0.6214, 0.5012, 0.4148, 0.2614, 0.3396, 0.3555, 0.3047, 0.296, 0.0888, 0.1101, -0.0418, 0.0429, 0.0802, 0.1883, 0.3541, 0.1377, 0.1263, 0.0341, 0.0341, 0.1303, -0.0473, -0.0473, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2044640733668483464", "ticker_idx": 5, "ts": "2026-04-16T04:55:13+00:00", "symbol": "TSM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$LITE $GLW $AAOI $COHR $AXTI $TSM $ASX", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Names optical interconnect plays as beneficiaries of OCI MSA standardization driving AI data-center shift from copper to optics.", "resolved_tickers": ["TSM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$LITE $GLW $AAOI $COHR $AXTI $TSM $ASX\n\nTech titans have formed the Optical Compute Interconnect Multi-Source Agreement (OCI MSA) to develop an open, standardized specification for optical interconnections in AI data centers.\n\nThis initiative aims to overcome the physical and performance limitations of traditional copper interconnects, which are struggling to meet the massive bandwidth, power efficiency, and scale requirements of next-generation AI clusters. \n\nFounding members include:\n\n-Chip/accelerator designers: NVIDIA, AMD, Broadcom\n-Hyperscalers & AI labs: Microsoft, Meta, OpenAI\n\nThese firms are collaborating to define a protocol-agnostic physical layer (PHY) specification. This will allow their respective protocols (e.g., NVIDIA’s NVLink and AMD’s UALink) to run over optical fiber, supporting larger multi-rack AI domains and a multi-vendor supply chain.\n\nCopper-based links are hitting fundamental limits in bandwidth and power consumption as AI models and clusters grow. They also create supply chain constraints. The shift to optics is seen as essential for scaling AI infrastructure toward “super-intelligence.”\n\nThe OCI MSA covers various optical technologies, including:\n\n-Pluggable optical modules\n-On-board optics\n-Co-packaged optics (CPO), such as TSMC’s COUPE technology\n\nKey Benefits\n\n-Higher bandwidth and better power efficiency than copper\n-Larger-scale AI compute domains (multi-rack)\n-Reduced costs through standardization and multi-vendor competition\n-De-risked supply chains (less sole reliance on any single supplier)\n-Ability to mix different AI ecosystems on the same optical infrastructure", "reply_text": null, "parent_text": null, "quoted_text": "Investment theses win by targeting bottlenecks\n\nHBM fixes GPU-to-memory wall (Memory Wall)\nPhotonics/Optics fixes server-to-server (East-West Traffic)\n\nMemory Play: $MU $EWY (Samsung & SK Hynix)\nEast-West Play: $GLW (fiber) $LITE (laser/OCS), $AAOI $COHR (optics) $TSM (CPO) https://t.co/1iuv2viik4", "parent_author": null, "ret_m1d": 0.03233801422493787, "ret_signed_m1d": 0.03233801422493787, "alpha_spy_m1d": 0.03478933811687768, "alpha_c_m1d": 0.03629577113188864, "bench_spy_m1d": -0.002451323891939805, "bench_c_m1d": -0.003957756906950771, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.019678013138936246, "ret_signed_p1d": 0.019678013138936246, "alpha_spy_p1d": 0.007592327037292179, "alpha_c_p1d": -0.000902497240060196, "bench_spy_p1d": 0.012085686101644066, "bench_c_p1d": 0.02058051037899644, "ret_p1w": 0.05314437465878297, "ret_signed_p1w": 0.05314437465878297, "alpha_spy_p1w": 0.04346727910956494, "alpha_c_p1w": -0.006332360250146829, "bench_spy_p1w": 0.009677095549218029, "bench_c_p1w": 0.059476734908929796, "ret_p1m": 0.11283893879959783, "ret_signed_p1m": 0.11283893879959783, "alpha_spy_p1m": 0.0593799671224704, "alpha_c_p1m": -0.1104241258175509, "bench_spy_p1m": 0.05345897167712743, "bench_c_p1m": 0.22326306461714873, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.11283893879959783, "alpha_spy_stated": 0.0593799671224704, "alpha_c_stated": -0.1104241258175509, "price_path": [-0.0603, -0.1021, -0.105, -0.1016, -0.081, -0.0869, -0.0714, -0.0606, -0.0681, -0.0928, -0.0632, -0.0786, -0.106, -0.0923, -0.0426, -0.0246, -0.0068, 0.0267, 0.0102, 0.0055, 0.0055, -0.0005, -0.0058, -0.0109, 0.0169, 0.0156, 0.0587, 0.0641, 0.0341, 0.028, 0.013, -0.0309, -0.019, -0.0289, -0.0699, -0.043, -0.0474, -0.0269, -0.0759, -0.0715, -0.0663, -0.0478, -0.0654, -0.0676, -0.0939, -0.0685, -0.0553, -0.0429, -0.1025, -0.1008, -0.1289, -0.0699, -0.0602, -0.0669, -0.0669, -0.0594, -0.0496, 0.007, 0.0059, 0.02, 0.0171, 0.0455, 0.0323, 0.0, 0.0197, 0.008, 0.013, 0.0663, 0.0531, 0.1076, 0.1146, 0.0798, 0.0839, 0.09, 0.0945, 0.1053, 0.0855, 0.1545, 0.1398, 0.133, 0.1134, 0.0934, 0.1003, 0.1496, 0.1128, 0.0897, 0.0805, 0.1053, 0.1205, 0.1133, 0.1133, 0.1348, 0.1634, 0.1693, 0.1516, 0.1989, 0.2294, 0.2018, 0.2245, 0.1426, 0.1746, 0.1777, 0.1249, 0.1616, 0.1695, 0.2177, 0.1747, 0.1921, 0.2748, 0.2748, 0.2901, 0.2038, 0.2038, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2035169552141885671", "ticker_idx": 0, "ts": "2026-03-21T01:40:07+00:00", "symbol": "RDDT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Reddit owns something AI can't replicate: 20 years of authentic human conversation across 100,000+ communities. It monetized that moat through licensing, built AI tools on top of it, and is now positioning itself as a primary search destination rather than just a back-end data source for everyone else.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long RDDT: unique data moat monetized via AI licensing deals with Google/OpenAI, growing search tools, and 52-54% revenue growth guidance for Q1 2026.", "resolved_tickers": ["RDDT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "quote", "lang": "en", "tweet_text": "$RDDT Reddit was ranked on Fast Company’s Most Innovative Companies 2026, today.\n\n-Reddit owns something AI can't replicate: 20 years of authentic human conversation across 100,000+ communities.\n\n-It monetized that moat through licensing, built AI tools on top of it, and is now positioning itself as a primary search destination rather than just a back-end data source for everyone else.\n\n-Reddit isn't just striking deals with AI behemoths like OpenAI and Google. It's smartly using AI itself to serve users and marketers. Nasdaq\n\n-Rather than getting rolled over by AI, Reddit turned the inflection point to its advantage, signing major data-licensing deals with Google and OpenAI, with more to come. Google pays roughly $60 million a year, while licensing to OpenAI could add another $40 to $50 million.\n\n-Reddit's innovation has focused on making the platform more searchable and shoppable, integrating LLM-based summaries at the top of search results to directly challenge traditional search engines.\n\n-Weekly active users of Reddit's search tools grew 30% year over year, reaching 80 million users, while Reddit Answers usage surged from 1 million to 15 million weekly active users throughout 2025.\n\n-For Q1 2026, Reddit projects revenue of $595 to $605 million, representing 52 to 54% growth, with Adjusted EBITDA of $210 to $220 million.", "reply_text": null, "parent_text": null, "quoted_text": "$RDDT Despite the rise of LLMs, I keep appending “reddit” in my search queries in hopes of finding useful but also community-backed answers to my questions.\n\nI want to read their personal experiences and read through comments as well to verify the community sentiment.\n\nHumans", "parent_author": null, "ret_m1d": -0.007874578302232482, "ret_signed_m1d": -0.007874578302232482, "alpha_spy_m1d": 0.0025163087008862606, "alpha_c_m1d": -0.000448480940288043, "bench_spy_m1d": -0.010390887003118743, "bench_c_m1d": -0.007426097361944439, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.034336062472700934, "ret_signed_p1d": -0.034336062472700934, "alpha_spy_p1d": -0.03097924799552343, "alpha_c_p1d": -0.020317812333845886, "bench_spy_p1d": -0.0033568144771775055, "bench_c_p1d": -0.014018250138855048, "ret_p1w": -0.11939563463991765, "ret_signed_p1w": -0.11939563463991765, "alpha_spy_p1w": -0.08367588681929805, "alpha_c_p1w": -0.07725211473139093, "bench_spy_p1w": -0.035719747820619596, "bench_c_p1w": -0.042143519908526716, "ret_p1m": 0.11251418739320562, "ret_signed_p1m": 0.11251418739320562, "alpha_spy_p1m": 0.03820610554863091, "alpha_c_p1m": 0.07303225917867762, "bench_spy_p1m": 0.07430808184457471, "bench_c_p1m": 0.039481928214528006, "ret_p3m": 0.2412031667181751, "ret_signed_p3m": 0.2412031667181751, "alpha_spy_p3m": 0.09886777172758943, "alpha_c_p3m": 0.2701269547159969, "bench_spy_p3m": 0.14233539499058567, "bench_c_p3m": -0.028923787997821804, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.11251418739320562, "alpha_spy_stated": 0.03820610554863091, "alpha_c_stated": 0.07303225917867762, "price_path": [0.6022, 0.6022, 0.6017, 0.6647, 0.6555, 0.6307, 0.6307, 0.716, 0.7313, 0.8006, 0.8126, 0.8016, 0.735, 0.7311, 0.8369, 0.7904, 0.6228, 0.6388, 0.6388, 0.5988, 0.4907, 0.522, 0.5528, 0.5155, 0.3926, 0.3702, 0.3483, 0.2789, 0.2567, 0.1735, 0.0832, 0.0716, -0.008, 0.0055, 0.064, -0.0118, -0.0702, -0.0093, -0.0093, -0.0123, 0.0461, 0.0367, 0.0653, 0.0106, 0.0079, 0.0618, 0.073, 0.0344, 0.0436, 0.0336, 0.0449, 0.024, -0.0111, -0.0149, -0.0485, -0.0272, -0.0618, -0.061, -0.0068, 0.0239, 0.013, -0.0201, -0.0079, 0.0, -0.0343, -0.0094, -0.0972, -0.1356, -0.1194, -0.0448, -0.0339, -0.0352, -0.0352, -0.0186, 0.0013, 0.0287, -0.0183, -0.0087, 0.0595, 0.0963, 0.1243, 0.1525, 0.162, 0.1796, 0.1125, 0.1656, 0.0851, 0.0988, 0.1366, 0.0494, 0.0482, 0.0445, 0.181, 0.1994, 0.2176, 0.1816, 0.1631, 0.1053, 0.1316, 0.0808, 0.0934, 0.1089, 0.1221, 0.1288, 0.0988, 0.0409, 0.0644, 0.005, 0.005, 0.0261, 0.0939, 0.1896, 0.2486, 0.2617, 0.1998, 0.2024, 0.3047, 0.2305, 0.214, 0.2635, 0.2217, 0.2291, 0.15, 0.2903, 0.2443, 0.1773, 0.2412, 0.2412, 0.2091, 0.175, 0.175, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2033572308997263490", "ticker_idx": 0, "ts": "2026-03-16T15:53:15+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "RBC Capital raised its PT to $525 from $425 while maintaining an Outperform rating.", "tweet_type": "news_reaction", "timeline": "years", "summary": "Shares/endorses RBC Capital Buy on MU with PT raised to $525 on HBM/DDR/eSSD data-center supercycle thesis.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU RBC Capital raised its PT to $525 from $425 while maintaining an Outperform rating.\n\nThe new price target is based on 7 times calendar year 2027 estimated earnings per share and 2.7 times year-end calendar year 2027 estimated book value, largely consistent with prior peaks. \n\nRBC Capital believes structural drivers including HBM and DDR/eSSD demand in data center are playing a much larger role in the current supercycle.", "reply_text": null, "parent_text": null, "quoted_text": "$MU I worked 21 years as an HBM, DRAM & NAND engineer.\n\nAMA is open. Ask me anything.\n\nI'll drop rare insights where I can. https://t.co/mNyHOKVofa", "parent_author": null, "ret_m1d": -0.03546847335497094, "ret_signed_m1d": -0.03546847335497094, "alpha_spy_m1d": -0.025394133540871833, "alpha_c_m1d": -0.018739120616264038, "bench_spy_m1d": -0.01007433981409911, "bench_c_m1d": -0.016729352738706904, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.045020383429470456, "ret_signed_p1d": 0.045020383429470456, "alpha_spy_p1d": 0.04238983843836497, "alpha_c_p1d": 0.03750618929314964, "bench_spy_p1d": 0.002630544991105488, "bench_c_p1d": 0.0075141941363208176, "ret_p1w": -0.08476684429074977, "ret_signed_p1w": -0.08476684429074977, "alpha_spy_p1w": -0.06703941798397917, "alpha_c_p1w": -0.07826799176001509, "bench_spy_p1w": -0.0177274263067706, "bench_c_p1w": -0.006498852530734678, "ret_p1m": 0.05444914916034849, "ret_signed_p1m": 0.05444914916034849, "alpha_spy_p1m": 0.013604073054120036, "alpha_c_p1m": -0.09299191651914529, "bench_spy_p1m": 0.04084507610622845, "bench_c_p1m": 0.14744106567949378, "ret_p3m": 1.2550664879253932, "ret_signed_p3m": 1.2550664879253932, "alpha_spy_p3m": 1.1493241188170638, "alpha_c_p3m": 0.7079249580908438, "bench_spy_p3m": 0.10574236910832946, "bench_c_p3m": 0.5471415298345494, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.4897, -0.4376, -0.3983, -0.3742, -0.3749, -0.3514, -0.3514, -0.3556, -0.3337, -0.3376, -0.354, -0.354, -0.2861, -0.2935, -0.2227, -0.2314, -0.2598, -0.2189, -0.2171, -0.2347, -0.2455, -0.238, -0.1789, -0.1789, -0.1738, -0.1193, -0.1001, -0.0954, -0.1193, -0.0714, -0.0148, -0.0136, -0.0609, -0.0091, -0.0506, -0.1412, -0.1333, -0.1066, -0.132, -0.1552, -0.0712, -0.063, -0.0682, -0.0682, -0.0951, -0.0472, -0.0553, -0.0309, -0.0471, -0.0538, -0.029, -0.0594, -0.0666, -0.0659, -0.1406, -0.0929, -0.1013, -0.1618, -0.1188, -0.0876, -0.0523, -0.0825, -0.0355, 0.0, 0.045, 0.0451, 0.0056, -0.0428, -0.0848, -0.1047, -0.1352, -0.1954, -0.1914, -0.2713, -0.235, -0.167, -0.1707, -0.1707, -0.1446, -0.145, -0.079, -0.0455, -0.0476, -0.0341, 0.0544, 0.0331, 0.0354, 0.0305, 0.0154, 0.0176, 0.1039, 0.0908, 0.1248, 0.1878, 0.1419, 0.174, 0.1711, 0.2278, 0.3053, 0.4497, 0.5094, 0.4642, 0.6911, 0.801, 0.7359, 0.8198, 0.7572, 0.6409, 0.5433, 0.5822, 0.6575, 0.7257, 0.7006, 0.7006, 1.0286, 1.1023, 1.0912, 1.1988, 1.3448, 1.4096, 1.4446, 1.2554, 0.9565, 1.1496, 1.1192, 1.0196, 1.2551, 1.2228, 1.4637, 1.3114, 1.3622, 1.5678, 1.5678, 1.7431, 1.3816, 1.3816, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2052111742269067771", "ticker_idx": 0, "ts": "2026-05-06T19:42:20+00:00", "symbol": "GLW", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Bullish", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Bullish GLW on NVIDIA collaboration, 10x US optical capacity expansion, and ~$500M NVIDIA investment.", "resolved_tickers": ["GLW"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Electronic Components'", "bench_c_industry": "Electronic Components", "unit_kind": "quote", "lang": "en", "tweet_text": "$GLW +13.3% Fiber Optics\n\nCorning will increase its U.S. optical connectivity manufacturing capacity by 10x and expand U.S. fiber production capacity by more than 50%.\n\nNVIDIA and Corning announced a collaboration to expand U.S. manufacturing of optical connectivity solutions critical for AI data centers.\n\nThis includes Nvidia investing ~$500 million (for rights to purchase Corning stock).\n\nNew Facilities: Construction of three new advanced manufacturing plants in North Carolina and Texas.\n\nJob Creation: More than 3,000 new high-paying American jobs.\n\nCorning is a leader in glass science and optical physics and inventor of low-loss optical fiber.\n\nBullish", "reply_text": null, "parent_text": null, "quoted_text": "Investment theses win by targeting bottlenecks\n\nHBM fixes GPU-to-memory wall (Memory Wall)\nPhotonics/Optics fixes server-to-server (East-West Traffic)\n\nMemory Play: $MU $EWY (Samsung & SK Hynix)\nEast-West Play: $GLW (fiber) $LITE (laser/OCS), $AAOI $COHR (optics) $TSM (CPO) https://t.co/1iuv2viik4", "parent_author": null, "ret_m1d": -0.10723142170509736, "ret_signed_m1d": -0.10723142170509736, "alpha_spy_m1d": -0.09352256686507499, "alpha_c_m1d": -0.08135363308057841, "bench_spy_m1d": -0.013708854840022378, "bench_c_m1d": -0.02587778862451895, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.004571101330736793, "ret_signed_p1d": 0.004571101330736793, "alpha_spy_p1d": 0.007637183749807375, "alpha_c_p1d": 0.006570685331009907, "bench_spy_p1d": -0.0030660824190705815, "bench_c_p1d": -0.0019995840002731136, "ret_p1w": 0.13735734456298587, "ret_signed_p1w": 0.13735734456298587, "alpha_spy_p1w": 0.12580156019157562, "alpha_c_p1w": 0.09724670480841668, "bench_spy_p1w": 0.01155578437141025, "bench_c_p1w": 0.04011063975456919, "ret_p1m": 0.09050494467587056, "ret_signed_p1m": 0.09050494467587056, "alpha_spy_p1m": 0.058808195061788915, "alpha_c_p1m": -0.04558869210066163, "bench_spy_p1m": 0.03169674961408164, "bench_c_p1m": 0.1360936367765322, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.09050494467587056, "alpha_spy_stated": 0.058808195061788915, "alpha_c_stated": -0.04558869210066163, "price_path": [-0.3285, -0.2777, -0.2958, -0.2694, -0.2771, -0.2663, -0.2663, -0.2825, -0.2743, -0.2854, -0.2331, -0.2015, -0.1667, -0.1181, -0.1738, -0.1718, -0.1306, -0.1873, -0.2023, -0.2579, -0.321, -0.2893, -0.2498, -0.2743, -0.2853, -0.2889, -0.2727, -0.2846, -0.2848, -0.2671, -0.3139, -0.2787, -0.2179, -0.194, -0.2547, -0.2465, -0.292, -0.2511, -0.2158, -0.1853, -0.1853, -0.1931, -0.182, -0.0907, -0.0648, -0.0569, -0.0352, -0.0482, -0.0733, -0.0853, -0.0947, -0.0892, -0.0888, -0.0706, -0.0665, -0.0313, -0.0747, -0.1571, -0.1634, -0.0954, -0.1284, -0.119, -0.1072, 0.0, 0.0046, 0.0296, 0.1422, 0.0918, 0.1374, 0.1471, 0.0564, -0.0166, -0.0316, -0.0048, 0.0568, 0.0687, 0.0687, 0.0804, 0.0513, 0.0077, -0.0007, -0.0253, 0.1054, 0.1074, 0.0905, -0.0205, 0.0345, -0.0406, -0.0724, -0.0262, -0.0115, 0.0363, -0.0214, -0.0325, 0.0752, 0.0752, 0.1574, 0.0705, 0.0705, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2053556961040576636", "ticker_idx": 0, "ts": "2026-05-10T19:25:07+00:00", "symbol": "TSM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Bold prediction: TSMC will raise prices. It is not a matter of if. It is a matter of when. They are the single point of convergence for everything that matters in AI infrastructure. There is no substitute and no backup plan.", "tweet_type": "prediction", "timeline": "quarters", "summary": "Bullish TSM: predicts inevitable price hikes given monopoly position in AI silicon, CoWoS packaging, and advanced nodes with no credible substitute.", "resolved_tickers": ["TSM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$TSM Bold prediction: TSMC will raise prices. It is not a matter of if. It is a matter of when.\n\nThey are the single point of convergence for everything that matters in AI infrastructure. GPU silicon. CPU silicon. CoWoS packaging for HBM. Advanced nodes. There is no substitute and no backup plan.\n\nThe demand pressure is so acute that Apple sought a secondary, inferior alternative $INTC foundry rather than compete for TSMC capacity against AI workloads.\n\nWhen your best customer gets rationed, you do not need to advertise pricing power.\n\nYou just raise prices.", "reply_text": null, "parent_text": null, "quoted_text": "This is why I own $TSM.\n\nTSMC does not pick sides. It collects from all of them.\n\n$MU and $DRAM SK Hynix need it because HBM must be physically bonded to the logic die during the CoWoS process. Memory and packaging are now one supply chain.\n\n$ARM needs it because virtually every https://t.co/hCFArBAd6a", "parent_author": null, "ret_m1d": 0.017649608362830582, "ret_signed_m1d": 0.017649608362830582, "alpha_spy_m1d": 0.019921995899346956, "alpha_c_m1d": 0.03460232404126484, "bench_spy_m1d": -0.0022723875365163737, "bench_c_m1d": -0.01695271567843426, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.017946319227620133, "ret_signed_p1d": -0.017946319227620133, "alpha_spy_p1d": -0.01643136661303357, "alpha_c_p1d": 0.008185446007048736, "bench_spy_p1d": -0.0015149526145865622, "bench_c_p1d": -0.02613176523466887, "ret_p1w": -0.021233957273030568, "ret_signed_p1w": -0.021233957273030568, "alpha_spy_p1w": -0.020354766611819897, "alpha_c_p1w": 0.031081679349249547, "bench_spy_p1w": -0.0008791906612106715, "bench_c_p1w": -0.052315636622280115, "ret_p1m": 0.057794043945268436, "ret_signed_p1m": 0.057794043945268436, "alpha_spy_p1m": 0.06083744080292741, "alpha_c_p1m": 0.03228691710501841, "bench_spy_p1m": -0.0030433968576589754, "bench_c_p1m": 0.025507126840250027, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.0779, -0.0926, -0.0969, -0.0969, -0.1022, -0.107, -0.1116, -0.0866, -0.0879, -0.0491, -0.0442, -0.0712, -0.0767, -0.0901, -0.1295, -0.1189, -0.1277, -0.1646, -0.1405, -0.1444, -0.126, -0.17, -0.1661, -0.1613, -0.1448, -0.1606, -0.1625, -0.1861, -0.1634, -0.1515, -0.1404, -0.1939, -0.1923, -0.2176, -0.1646, -0.1559, -0.1619, -0.1619, -0.1552, -0.1464, -0.0955, -0.0965, -0.0839, -0.0864, -0.0609, -0.0728, -0.1018, -0.0841, -0.0947, -0.0901, -0.0423, -0.0541, -0.0051, 0.0011, -0.0302, -0.0265, -0.021, -0.017, -0.0072, -0.025, 0.037, 0.0238, 0.0176, 0.0, -0.0179, -0.0117, 0.0326, -0.0005, -0.0212, -0.0295, -0.0072, 0.0065, -0.0, -0.0, 0.0192, 0.045, 0.0502, 0.0344, 0.0769, 0.1042, 0.0795, 0.0998, 0.0263, 0.055, 0.0578, 0.0104, 0.0433, 0.0504, 0.0937, 0.0551, 0.0708, 0.145, 0.145, 0.1588, 0.0813, 0.0813, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2035223398251733239", "ticker_idx": 0, "ts": "2026-03-21T05:14:05+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Pullbacks within an uptrend are not a reason to panic. They are opportunities to accumulate.", "tweet_type": "prediction", "timeline": "weeks", "summary": "Long MU; thesis intact on HBM ramp + DRAM/NAND price surge, pullbacks are accumulation opportunities.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU Weekly still reads BLUE-GREEN. The thesis is intact.\n\nPullbacks within an uptrend are not a reason to panic. They are opportunities to accumulate. Hang in there.\n\nGet 280+ charts daily. Try it free:\nhttps://t.co/ZQDP5HCFyq https://t.co/c5FA6UxIoZ", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": 0.04587608576961788, "ret_signed_m1d": 0.04587608576961788, "alpha_spy_m1d": 0.05626697277273662, "alpha_c_m1d": 0.06279144596220554, "bench_spy_m1d": -0.010390887003118743, "bench_c_m1d": -0.01691536019258766, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.021812755900196712, "ret_signed_p1d": -0.021812755900196712, "alpha_spy_p1d": -0.018455941423019206, "alpha_c_p1d": -0.030066054927246122, "bench_spy_p1d": -0.0033568144771775055, "bench_c_p1d": 0.00825329902704941, "ret_p1w": -0.2038205167448306, "ret_signed_p1w": -0.2038205167448306, "alpha_spy_p1w": -0.168100768924211, "alpha_c_p1w": -0.13015435860051405, "bench_spy_p1w": -0.035719747820619596, "bench_c_p1w": -0.07366615814431654, "ret_p1m": 0.11183080685194713, "ret_signed_p1m": 0.11183080685194713, "alpha_spy_p1m": 0.037522725007372415, "alpha_c_p1m": -0.07546483157337813, "bench_spy_p1m": 0.07430808184457471, "bench_c_p1m": 0.18729563842532526, "ret_p3m": 1.8056544396831904, "ret_signed_p3m": 1.8056544396831904, "alpha_spy_p3m": 1.6633190446926047, "alpha_c_p3m": 1.119534167857148, "bench_spy_p3m": 0.14233539499058567, "bench_c_p3m": 0.6861202718260424, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.11183080685194713, "alpha_spy_stated": 0.037522725007372415, "alpha_c_stated": -0.07546483157337813, "price_path": [-0.2913, -0.2913, -0.296, -0.272, -0.2763, -0.2942, -0.2942, -0.2199, -0.228, -0.1507, -0.1603, -0.1912, -0.1466, -0.1446, -0.1638, -0.1756, -0.1675, -0.1029, -0.1029, -0.0973, -0.0377, -0.0167, -0.0116, -0.0377, 0.0146, 0.0765, 0.0778, 0.026, 0.0827, 0.0373, -0.0617, -0.0531, -0.0239, -0.0516, -0.0769, 0.0148, 0.0238, 0.0181, 0.0181, -0.0113, 0.0411, 0.0322, 0.0589, 0.0411, 0.0338, 0.061, 0.0277, 0.0198, 0.0206, -0.061, -0.0089, -0.0181, -0.0842, -0.0372, -0.0031, 0.0355, 0.0025, 0.0539, 0.0926, 0.1418, 0.1419, 0.0987, 0.0459, 0.0, -0.0218, -0.0551, -0.1209, -0.1166, -0.2038, -0.1641, -0.0899, -0.0939, -0.0939, -0.0654, -0.0658, 0.0063, 0.0429, 0.0406, 0.0554, 0.1521, 0.1288, 0.1313, 0.1259, 0.1095, 0.1118, 0.2061, 0.1918, 0.229, 0.2978, 0.2477, 0.2827, 0.2795, 0.3415, 0.4262, 0.5839, 0.6492, 0.5999, 0.8477, 0.9678, 0.8966, 0.9883, 0.92, 0.7929, 0.6862, 0.7288, 0.811, 0.8855, 0.8581, 0.8581, 1.2165, 1.297, 1.2849, 1.4024, 1.562, 1.6327, 1.671, 1.4642, 1.1377, 1.3487, 1.3155, 1.2066, 1.4639, 1.4286, 1.6918, 1.5255, 1.581, 1.8057, 1.8057, 1.9971, 1.6022, 1.6022, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2055226935249371381", "ticker_idx": 0, "ts": "2026-05-15T10:01:00+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "That is a 5x structural expansion of HBM demand per system. The memory content per platform is not peaking. It is just getting started.", "tweet_type": "analysis", "timeline": "years", "summary": "Bullish MU and TSM on 5x structural HBM demand expansion (12→64 stacks per substrate by 2029); memory content per platform just getting started.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "$MU $DRAM $TSM Holy Shit\n\n2026: 12 HBM stacks per substrate\n2029: 64 HBM stacks with SoW\n\nThat is a 5x structural expansion of HBM demand per system. The memory content per platform is not peaking. It is just getting started. https://t.co/5GIM9aViFP", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.07086087064843594, "ret_signed_m1d": 0.07086087064843594, "alpha_spy_m1d": 0.058685059878368806, "alpha_c_m1d": 0.03131670891636018, "bench_spy_m1d": 0.01217581077006713, "bench_c_m1d": 0.039544161732075755, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.05950376275106806, "ret_signed_p1d": -0.05950376275106806, "alpha_spy_p1d": -0.05880025343333628, "alpha_c_p1d": -0.04120550409713486, "bench_spy_p1d": -0.0007035093177317764, "bench_c_p1d": -0.018298258653933197, "ret_p1w": 0.03634811888556633, "ret_signed_p1w": 0.03634811888556633, "alpha_spy_p1w": 0.027595065557440845, "alpha_c_p1w": 0.00043486529193170753, "bench_spy_p1w": 0.008753053328125482, "bench_c_p1w": 0.03591325359363462, "ret_p1m": 0.5013799996614119, "ret_signed_p1m": 0.5013799996614119, "alpha_spy_p1m": 0.4801940872657897, "alpha_c_p1m": 0.3382424500526593, "bench_spy_p1m": 0.021185912395622175, "bench_c_p1m": 0.1631375496087526, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.4486, -0.4194, -0.4243, -0.4094, -0.4193, -0.4234, -0.4082, -0.4268, -0.4312, -0.4308, -0.4763, -0.4472, -0.4523, -0.4892, -0.463, -0.444, -0.4225, -0.4409, -0.4122, -0.3906, -0.3632, -0.3631, -0.3872, -0.4167, -0.4422, -0.4544, -0.473, -0.5097, -0.5073, -0.5559, -0.5338, -0.4924, -0.4946, -0.4946, -0.4787, -0.479, -0.4387, -0.4183, -0.4196, -0.4114, -0.3574, -0.3704, -0.369, -0.372, -0.3812, -0.3799, -0.3273, -0.3352, -0.3145, -0.2761, -0.3041, -0.2845, -0.2863, -0.2518, -0.2045, -0.1166, -0.0801, -0.1077, 0.0306, 0.0975, 0.0578, 0.109, 0.0709, 0.0, -0.0595, -0.0358, 0.0101, 0.0517, 0.0363, 0.0363, 0.2363, 0.2812, 0.2744, 0.3399, 0.4289, 0.4684, 0.4898, 0.3744, 0.1923, 0.31, 0.2915, 0.2308, 0.3743, 0.3546, 0.5014, 0.4086, 0.4396, 0.5649, 0.5649, 0.6717, 0.4514, 0.4514, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2055226935249371381", "ticker_idx": 1, "ts": "2026-05-15T10:01:00+00:00", "symbol": "TSM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$TSM Holy Shit", "tweet_type": "analysis", "timeline": "years", "summary": "Bullish MU and TSM on 5x structural HBM demand expansion (12→64 stacks per substrate by 2029); memory content per platform just getting started.", "resolved_tickers": ["TSM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "$MU $DRAM $TSM Holy Shit\n\n2026: 12 HBM stacks per substrate\n2029: 64 HBM stacks with SoW\n\nThat is a 5x structural expansion of HBM demand per system. The memory content per platform is not peaking. It is just getting started. https://t.co/5GIM9aViFP", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.033065368715808674, "ret_signed_m1d": 0.033065368715808674, "alpha_spy_m1d": 0.020889557945741544, "alpha_c_m1d": -0.0064787930162670815, "bench_spy_m1d": 0.01217581077006713, "bench_c_m1d": 0.039544161732075755, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.020774072654937692, "ret_signed_p1d": -0.020774072654937692, "alpha_spy_p1d": -0.020070563337205916, "alpha_c_p1d": -0.002475814001004495, "bench_spy_p1d": -0.0007035093177317764, "bench_c_p1d": -0.018298258653933197, "ret_p1w": 0.00042038659377552356, "ret_signed_p1w": 0.00042038659377552356, "alpha_spy_p1w": -0.008332666734349958, "alpha_c_p1w": -0.035492866999859096, "bench_spy_p1w": 0.008753053328125482, "bench_c_p1w": 0.03591325359363462, "ret_p1m": 0.0941849042858327, "ret_signed_p1m": 0.0941849042858327, "alpha_spy_p1m": 0.07299899189021053, "alpha_c_p1m": -0.06895264532291989, "bench_spy_p1m": 0.021185912395622175, "bench_c_p1m": 0.1631375496087526, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.1018, -0.1066, -0.1112, -0.0862, -0.0874, -0.0487, -0.0438, -0.0707, -0.0762, -0.0897, -0.1291, -0.1185, -0.1273, -0.1642, -0.1401, -0.144, -0.1256, -0.1696, -0.1657, -0.1609, -0.1444, -0.1602, -0.1621, -0.1858, -0.163, -0.1511, -0.14, -0.1935, -0.1919, -0.2173, -0.1642, -0.1555, -0.1615, -0.1615, -0.1548, -0.146, -0.0951, -0.0961, -0.0835, -0.086, -0.0605, -0.0723, -0.1014, -0.0837, -0.0943, -0.0897, -0.0418, -0.0536, -0.0047, 0.0016, -0.0297, -0.026, -0.0205, -0.0165, -0.0068, -0.0246, 0.0375, 0.0242, 0.0181, 0.0005, -0.0175, -0.0113, 0.0331, 0.0, -0.0208, -0.029, -0.0068, 0.0069, 0.0004, 0.0004, 0.0197, 0.0455, 0.0507, 0.0349, 0.0774, 0.1047, 0.08, 0.1003, 0.0268, 0.0555, 0.0583, 0.0109, 0.0438, 0.0509, 0.0942, 0.0556, 0.0713, 0.1455, 0.1455, 0.1593, 0.0818, 0.0818, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2052073746551431323", "ticker_idx": 0, "ts": "2026-05-06T17:11:21+00:00", "symbol": "AMD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "15 firms. All raises. Baird & Bernstein doubled their PT overnight: $300 → $625 $265 →$525 CPU re-rate. Agentic AI is on the move.", "tweet_type": "news_reaction", "timeline": "months", "summary": "Shares/endorses 15-firm PT raise wave on AMD, including Baird/Bernstein doubling targets; bullish on CPU re-rate from agentic AI tailwind.", "resolved_tickers": ["AMD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$AMD WILD 🤯\n\n15 firms. All raises. Baird & Bernstein doubled their PT overnight:\n\n$300 → $625\n$265 →$525\n\nCPU re-rate. Agentic AI is on the move. $INTC $ARM https://t.co/p15DX9hmdE", "reply_text": null, "parent_text": null, "quoted_text": "$AMD $INTC AI Inference & Agentic AI Tailwind. Is Market finally pricing in the CPU necessity?\n\n-AMD CEO Lisa Su disclosed at the March 2026 Morgan Stanley TMT Conference that server CPU demand has \"far exceeded\" prior forecasts.\n\n-Meta and AMD announced a five year, $60 billion https://t.co/F21QcDSkXM", "parent_author": null, "ret_m1d": -0.15693301355985922, "ret_signed_m1d": -0.15693301355985922, "alpha_spy_m1d": -0.14322415871983685, "alpha_c_m1d": -0.10769333289309102, "bench_spy_m1d": -0.013708854840022378, "bench_c_m1d": -0.049239680666768204, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.030684218286820997, "ret_signed_p1d": -0.030684218286820997, "alpha_spy_p1d": -0.027618135867750415, "alpha_c_p1d": -0.013112852585256407, "bench_spy_p1d": -0.0030660824190705815, "bench_c_p1d": -0.01757136570156459, "ret_p1w": 0.0572153694047004, "ret_signed_p1w": 0.0572153694047004, "alpha_spy_p1w": 0.04565958503329015, "alpha_c_p1w": 0.015924602881488337, "bench_spy_p1w": 0.01155578437141025, "bench_c_p1w": 0.041290766523212064, "ret_p1m": 0.24160514967003444, "ret_signed_p1m": 0.24160514967003444, "alpha_spy_p1m": 0.2099084000559528, "alpha_c_p1m": 0.10014338790164912, "bench_spy_p1m": 0.03169674961408164, "bench_c_p1m": 0.14146176176838532, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.24160514967003444, "alpha_spy_stated": 0.2099084000559528, "alpha_c_stated": 0.10014338790164912, "price_path": [-0.5054, -0.4874, -0.4932, -0.4932, -0.5113, -0.508, -0.508, -0.5181, -0.5251, -0.5174, -0.525, -0.5334, -0.4925, -0.4996, -0.5166, -0.5249, -0.5287, -0.5469, -0.5205, -0.5267, -0.5433, -0.519, -0.5177, -0.5139, -0.5307, -0.5411, -0.5335, -0.5341, -0.5267, -0.5129, -0.5222, -0.519, -0.5126, -0.4773, -0.5164, -0.5207, -0.5348, -0.5172, -0.5012, -0.4839, -0.4839, -0.4775, -0.4743, -0.4499, -0.4384, -0.4185, -0.4142, -0.3947, -0.3875, -0.3397, -0.3394, -0.3475, -0.3249, -0.2799, -0.2754, -0.1746, -0.2059, -0.233, -0.2, -0.1588, -0.1444, -0.1895, -0.1569, 0.0, -0.0307, 0.0802, 0.0888, 0.0638, 0.0572, 0.0672, 0.0064, -0.0009, -0.0174, 0.0622, 0.0669, 0.1094, 0.1094, 0.1958, 0.176, 0.2295, 0.2248, 0.2106, 0.2377, 0.2875, 0.2416, 0.1068, 0.1636, 0.1284, 0.0736, 0.1591, 0.214, 0.2987, 0.2038, 0.2162, 0.2752, 0.2752, 0.3091, 0.2337, 0.2337, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2043765761869791375", "ticker_idx": 0, "ts": "2026-04-13T18:58:23+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$SNDK $MU $DRAM Silicon Motion (SMI), a leading NAND flash controller maker, expects the memory market tightness to persist through 2026 and widen further in 2027", "tweet_type": "news_reaction", "timeline": "years", "summary": "Shares/endorses structural NAND supply-demand tightness thesis through 2026-2027, bullish on MU, SNDK, and SMI as beneficiaries.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$SNDK $MU $DRAM\n\nSilicon Motion (SMI), a leading NAND flash controller maker, expects the memory market tightness to persist through 2026 and widen further in 2027. President Wallace C. Kou described this as a structural shift in the supply-demand balance.\n\n-The NAND flash market is already in a supply shortage in 2026.\n\n-Industry-wide NAND capacity is projected to grow only 15%–25% in 2026, despite accelerating demand.\n\n-New fab capacity from major suppliers is expected to start ramping from the second half of 2026 through 2027, but this will only slightly ease pressure, not fully resolve the imbalance.\n\n-Market tightness is unlikely to ease until at least the second half of 2027.\n\n-Drivers of the Supply GapRapidly expanding demand from AI, data centers, cloud service providers (CSPs), and Chinese internet companies.\n\n-Major NAND suppliers (Samsung Electronics, Micron Technology, and SK hynix) remain cautious on capital spending, which extends expansion cycles and keeps supply growth lagging behind demand.", "reply_text": null, "parent_text": null, "quoted_text": "$MU $SNDK NAND >> HBM?\n\nEveryone is watching HBM. The smart money is watching NAND. \n\nThe cascade nobody modeled. AI inference can't be solved by HBM alone. The capacity demand spills over:\n\nHBM → Server DRAM → NAND\n\nEach layer tightens as hyperscalers vacuum up supply. And https://t.co/yjopADzKWb", "parent_author": null, "ret_m1d": -0.01399568936344775, "ret_signed_m1d": -0.01399568936344775, "alpha_spy_m1d": -0.004317818598475021, "alpha_c_m1d": 0.0005755009384411647, "bench_spy_m1d": -0.00967787076497273, "bench_c_m1d": -0.014571190301888914, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.09166355571854745, "ret_signed_p1d": 0.09166355571854745, "alpha_spy_p1d": 0.07947867850870671, "alpha_c_p1d": 0.07213000644791245, "bench_spy_p1d": 0.012184877209840739, "bench_c_p1d": 0.019533549270634998, "ret_p1w": 0.05124722429261053, "ret_signed_p1w": 0.05124722429261053, "alpha_spy_p1w": 0.01827833698374981, "alpha_c_p1w": 0.004736656133828898, "bench_spy_p1w": 0.03296888730886072, "bench_c_p1w": 0.04651056815878163, "ret_p1m": 0.797121205638941, "ret_signed_p1m": 0.797121205638941, "alpha_spy_p1m": 0.72121391305874, "alpha_c_p1m": 0.5311627885412773, "bench_spy_p1m": 0.0759072925802009, "bench_c_p1m": 0.26595841709766366, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.2188, -0.2112, -0.1499, -0.1499, -0.1447, -0.0882, -0.0683, -0.0635, -0.0882, -0.0387, 0.02, 0.0212, -0.0278, 0.0259, -0.0171, -0.1109, -0.1028, -0.0751, -0.1013, -0.1253, -0.0384, -0.0299, -0.0353, -0.0353, -0.0632, -0.0136, -0.022, 0.0034, -0.0135, -0.0205, 0.0053, -0.0262, -0.0337, -0.033, -0.1103, -0.0609, -0.0696, -0.1323, -0.0877, -0.0554, -0.0189, -0.0501, -0.0014, 0.0353, 0.0819, 0.082, 0.0411, -0.009, -0.0525, -0.0731, -0.1046, -0.167, -0.1629, -0.2456, -0.208, -0.1376, -0.1414, -0.1414, -0.1144, -0.1148, -0.0465, -0.0118, -0.014, 0.0, 0.0917, 0.0696, 0.0719, 0.0668, 0.0512, 0.0535, 0.1428, 0.1293, 0.1645, 0.2297, 0.1822, 0.2154, 0.2124, 0.2711, 0.3514, 0.5008, 0.5627, 0.5159, 0.7508, 0.8645, 0.7971, 0.884, 0.8192, 0.6988, 0.5978, 0.6381, 0.716, 0.7866, 0.7606, 0.7606, 1.1002, 1.1765, 1.165, 1.2764, 1.4276, 1.4946, 1.5309, 1.335, 1.0255, 1.2254, 1.194, 1.0909, 1.3347, 1.3012, 1.5506, 1.393, 1.4456, 1.6585, 1.6585, 1.8399, 1.4657, 1.4657, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2043765761869791375", "ticker_idx": 1, "ts": "2026-04-13T18:58:23+00:00", "symbol": "SNDK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$SNDK $MU $DRAM Silicon Motion (SMI), a leading NAND flash controller maker, expects the memory market tightness to persist through 2026 and widen further in 2027", "tweet_type": "news_reaction", "timeline": "years", "summary": "Shares/endorses structural NAND supply-demand tightness thesis through 2026-2027, bullish on MU, SNDK, and SMI as beneficiaries.", "resolved_tickers": ["SNDK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "quote", "lang": "en", "tweet_text": "$SNDK $MU $DRAM\n\nSilicon Motion (SMI), a leading NAND flash controller maker, expects the memory market tightness to persist through 2026 and widen further in 2027. President Wallace C. Kou described this as a structural shift in the supply-demand balance.\n\n-The NAND flash market is already in a supply shortage in 2026.\n\n-Industry-wide NAND capacity is projected to grow only 15%–25% in 2026, despite accelerating demand.\n\n-New fab capacity from major suppliers is expected to start ramping from the second half of 2026 through 2027, but this will only slightly ease pressure, not fully resolve the imbalance.\n\n-Market tightness is unlikely to ease until at least the second half of 2027.\n\n-Drivers of the Supply GapRapidly expanding demand from AI, data centers, cloud service providers (CSPs), and Chinese internet companies.\n\n-Major NAND suppliers (Samsung Electronics, Micron Technology, and SK hynix) remain cautious on capital spending, which extends expansion cycles and keeps supply growth lagging behind demand.", "reply_text": null, "parent_text": null, "quoted_text": "$MU $SNDK NAND >> HBM?\n\nEveryone is watching HBM. The smart money is watching NAND. \n\nThe cascade nobody modeled. AI inference can't be solved by HBM alone. The capacity demand spills over:\n\nHBM → Server DRAM → NAND\n\nEach layer tightens as hyperscalers vacuum up supply. And https://t.co/yjopADzKWb", "parent_author": null, "ret_m1d": -0.10575326033464572, "ret_signed_m1d": -0.10575326033464572, "alpha_spy_m1d": -0.09607538956967299, "alpha_c_m1d": -0.08521887962059649, "bench_spy_m1d": -0.00967787076497273, "bench_c_m1d": -0.020534380714049227, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.008440921813484215, "ret_signed_p1d": -0.008440921813484215, "alpha_spy_p1d": -0.020625799023324953, "alpha_c_p1d": -0.02444256775342213, "bench_spy_p1d": 0.012184877209840739, "bench_c_p1d": 0.016001645939937914, "ret_p1w": -0.041448798392388464, "ret_signed_p1w": -0.041448798392388464, "alpha_spy_p1w": -0.07441768570124918, "alpha_c_p1w": -0.10291428925977197, "bench_spy_p1w": 0.03296888730886072, "bench_c_p1w": 0.06146549086738351, "ret_p1m": 0.524430466699475, "ret_signed_p1m": 0.524430466699475, "alpha_spy_p1m": 0.4485231741192741, "alpha_c_p1m": 0.32121637238401113, "bench_spy_p1m": 0.0759072925802009, "bench_c_p1m": 0.2032140943154639, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.5929, -0.5704, -0.5658, -0.5658, -0.5243, -0.4737, -0.4715, -0.5025, -0.5057, -0.4946, -0.4461, -0.4338, -0.395, -0.3016, -0.2698, -0.3863, -0.3951, -0.3722, -0.3875, -0.4313, -0.3708, -0.3383, -0.3422, -0.3422, -0.38, -0.3697, -0.3479, -0.3176, -0.3003, -0.3296, -0.3361, -0.3156, -0.333, -0.35, -0.4064, -0.3711, -0.4062, -0.4464, -0.3819, -0.3502, -0.3119, -0.3503, -0.3054, -0.2613, -0.2439, -0.2087, -0.1894, -0.2549, -0.2625, -0.2625, -0.2883, -0.3668, -0.3535, -0.399, -0.333, -0.2727, -0.2634, -0.2634, -0.2392, -0.2538, -0.1802, -0.106, -0.1058, 0.0, -0.0084, -0.0638, -0.0347, -0.0331, -0.0414, -0.0515, 0.0279, -0.0211, 0.0393, 0.1236, 0.0523, 0.1173, 0.1512, 0.2462, 0.3185, 0.4765, 0.4803, 0.4068, 0.6403, 0.6247, 0.5244, 0.5194, 0.4517, 0.4778, 0.3995, 0.4523, 0.462, 0.6191, 0.5524, 0.5524, 0.6688, 0.6692, 0.7235, 0.7795, 0.8493, 0.802, 0.9228, 0.8474, 0.6371, 0.7239, 0.7287, 0.7252, 0.9753, 1.0788, 1.213, 1.0909, 1.0565, 1.2937, 1.2937, 1.3871, 1.0615, 1.0615, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2043765761869791375", "ticker_idx": 2, "ts": "2026-04-13T18:58:23+00:00", "symbol": "SIMO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Silicon Motion (SMI), a leading NAND flash controller maker, expects the memory market tightness to persist through 2026 and widen further in 2027", "tweet_type": "news_reaction", "timeline": "years", "summary": "Shares/endorses structural NAND supply-demand tightness thesis through 2026-2027, bullish on MU, SNDK, and SMI as beneficiaries.", "resolved_tickers": ["SIMO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$SNDK $MU $DRAM\n\nSilicon Motion (SMI), a leading NAND flash controller maker, expects the memory market tightness to persist through 2026 and widen further in 2027. President Wallace C. Kou described this as a structural shift in the supply-demand balance.\n\n-The NAND flash market is already in a supply shortage in 2026.\n\n-Industry-wide NAND capacity is projected to grow only 15%–25% in 2026, despite accelerating demand.\n\n-New fab capacity from major suppliers is expected to start ramping from the second half of 2026 through 2027, but this will only slightly ease pressure, not fully resolve the imbalance.\n\n-Market tightness is unlikely to ease until at least the second half of 2027.\n\n-Drivers of the Supply GapRapidly expanding demand from AI, data centers, cloud service providers (CSPs), and Chinese internet companies.\n\n-Major NAND suppliers (Samsung Electronics, Micron Technology, and SK hynix) remain cautious on capital spending, which extends expansion cycles and keeps supply growth lagging behind demand.", "reply_text": null, "parent_text": null, "quoted_text": "$MU $SNDK NAND >> HBM?\n\nEveryone is watching HBM. The smart money is watching NAND. \n\nThe cascade nobody modeled. AI inference can't be solved by HBM alone. The capacity demand spills over:\n\nHBM → Server DRAM → NAND\n\nEach layer tightens as hyperscalers vacuum up supply. And https://t.co/yjopADzKWb", "parent_author": null, "ret_m1d": 0.005634910854752873, "ret_signed_m1d": 0.005634910854752873, "alpha_spy_m1d": 0.015312781619725602, "alpha_c_m1d": 0.020206101156641787, "bench_spy_m1d": -0.00967787076497273, "bench_c_m1d": -0.014571190301888914, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03293641829700844, "ret_signed_p1d": 0.03293641829700844, "alpha_spy_p1d": 0.020751541087167702, "alpha_c_p1d": 0.013402869026373443, "bench_spy_p1d": 0.012184877209840739, "bench_c_p1d": 0.019533549270634998, "ret_p1w": 0.10079367838614783, "ret_signed_p1w": 0.10079367838614783, "alpha_spy_p1w": 0.06782479107728712, "alpha_c_p1w": 0.054283110227366205, "bench_spy_p1w": 0.03296888730886072, "bench_c_p1w": 0.04651056815878163, "ret_p1m": 1.0574536289812473, "ret_signed_p1m": 1.0574536289812473, "alpha_spy_p1m": 0.9815463364010464, "alpha_c_p1m": 0.7914952118835836, "bench_spy_p1m": 0.0759072925802009, "bench_c_p1m": 0.26595841709766366, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.1166, -0.1036, -0.1076, -0.1076, -0.1065, -0.0686, -0.0886, -0.1071, -0.1054, -0.081, -0.0742, -0.0815, -0.0597, -0.0532, -0.0479, 0.0149, -0.0024, 0.0125, 0.0875, 0.0383, 0.1106, 0.098, 0.0816, 0.0816, 0.0425, 0.0537, 0.0501, 0.0705, 0.0806, 0.0785, 0.135, 0.0403, 0.0256, 0.0253, -0.0521, -0.0294, -0.0178, -0.0607, -0.0347, -0.0256, -0.0187, -0.0467, -0.0217, -0.0002, 0.0014, -0.0048, 0.0119, -0.0178, -0.018, -0.0584, -0.1196, -0.1172, -0.1265, -0.1631, -0.1088, -0.0716, -0.096, -0.096, -0.0747, -0.0713, -0.0337, 0.0079, 0.0056, 0.0, 0.0329, 0.1034, 0.0873, 0.1088, 0.1008, 0.1306, 0.1266, 0.127, 0.2179, 0.171, 0.184, 0.7262, 0.7363, 0.8613, 0.8029, 0.8921, 0.944, 0.9302, 1.0167, 1.084, 1.0575, 1.1462, 1.0983, 1.0676, 0.9067, 1.0114, 1.052, 1.0956, 1.1961, 1.1961, 1.3088, 1.2664, 1.2462, 1.2019, 1.1317, 1.3959, 1.4381, 1.3434, 1.0574, 1.0932, 1.0657, 1.0015, 1.1818, 1.2307, 1.1981, 1.2481, 1.4424, 1.5581, 1.5581, 1.6793, 1.5369, 1.5369, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2051377655929573824", "ticker_idx": 0, "ts": "2026-05-04T19:05:20+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "RE-RATE INCOMING", "tweet_type": "analysis", "timeline": "months", "summary": "Bullish memory sector (MU, SNDK): AI demand to exceed 50% of DRAM/NAND TAM, tight supply across HBM/DRAM/NAND, re-rate incoming.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU $SNDK $DRAM \n\n@MicronCEO: AI is still in its \"first innings\" (very early stages). AI-driven demand for DRAM and NAND is projected to exceed 50% of the total industry TAM this year, with severe supply constraints persisting due to long lead times for new capacity\n\nHBM (AI GPUs), DRAM (AI CPUs), and NAND are ALL in tight supply.\n\nMemory is now a \"strategic asset\" for customers.\n\nRE-RATE INCOMING", "reply_text": null, "parent_text": null, "quoted_text": "$MU I worked 21 years as an HBM, DRAM & NAND engineer.\n\nAMA is open. Ask me anything.\n\nI'll drop rare insights where I can. https://t.co/mNyHOKVofa", "parent_author": null, "ret_m1d": -0.05939802152710816, "ret_signed_m1d": -0.05939802152710816, "alpha_spy_m1d": -0.06307488346099799, "alpha_c_m1d": -0.06537682680781298, "bench_spy_m1d": 0.00367686193388983, "bench_c_m1d": 0.005978805280704824, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.11059068201928368, "ret_signed_p1d": 0.11059068201928368, "alpha_spy_p1d": 0.10256845329534126, "alpha_c_p1d": 0.07921675272234285, "bench_spy_p1d": 0.008022228723942426, "bench_c_p1d": 0.03137392929694083, "ret_p1w": 0.37970335718234316, "ret_signed_p1w": 0.37970335718234316, "alpha_spy_p1w": 0.3500519623517333, "alpha_c_p1w": 0.24252624666022515, "bench_spy_p1w": 0.029651394830609856, "bench_c_p1w": 0.137177110522118, "ret_p1m": 0.8459536005765014, "ret_signed_p1m": 0.8459536005765014, "alpha_spy_p1m": 0.7880713411221305, "alpha_c_p1m": 0.5984743462245143, "bench_spy_p1m": 0.057882259454370866, "bench_c_p1m": 0.24747925435198703, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.8459536005765014, "alpha_spy_stated": 0.7880713411221305, "alpha_c_stated": 0.5984743462245143, "price_path": [-0.3421, -0.3361, -0.3156, -0.335, -0.3528, -0.2885, -0.2822, -0.2862, -0.2862, -0.3068, -0.2701, -0.2763, -0.2575, -0.27, -0.2752, -0.2561, -0.2794, -0.2849, -0.2844, -0.3416, -0.3051, -0.3115, -0.3579, -0.3249, -0.301, -0.274, -0.2971, -0.2611, -0.2339, -0.1994, -0.1993, -0.2296, -0.2667, -0.2988, -0.3141, -0.3374, -0.3836, -0.3806, -0.4418, -0.4139, -0.3619, -0.3647, -0.3647, -0.3447, -0.345, -0.2944, -0.2688, -0.2704, -0.26, -0.1922, -0.2086, -0.2068, -0.2106, -0.2221, -0.2204, -0.1543, -0.1643, -0.1383, -0.09, -0.1252, -0.1006, -0.1029, -0.0594, 0.0, 0.1106, 0.1564, 0.1217, 0.2955, 0.3797, 0.3298, 0.3941, 0.3462, 0.2571, 0.1823, 0.2121, 0.2698, 0.3221, 0.3028, 0.3028, 0.5541, 0.6106, 0.6021, 0.6844, 0.7963, 0.846, 0.8728, 0.7278, 0.4988, 0.6468, 0.6235, 0.5472, 0.7276, 0.7029, 0.8874, 0.7708, 0.8097, 0.9672, 0.9672, 1.1014, 0.8246, 0.8246, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2051377655929573824", "ticker_idx": 1, "ts": "2026-05-04T19:05:20+00:00", "symbol": "SNDK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU $SNDK $DRAM", "tweet_type": "analysis", "timeline": "months", "summary": "Bullish memory sector (MU, SNDK): AI demand to exceed 50% of DRAM/NAND TAM, tight supply across HBM/DRAM/NAND, re-rate incoming.", "resolved_tickers": ["SNDK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU $SNDK $DRAM \n\n@MicronCEO: AI is still in its \"first innings\" (very early stages). AI-driven demand for DRAM and NAND is projected to exceed 50% of the total industry TAM this year, with severe supply constraints persisting due to long lead times for new capacity\n\nHBM (AI GPUs), DRAM (AI CPUs), and NAND are ALL in tight supply.\n\nMemory is now a \"strategic asset\" for customers.\n\nRE-RATE INCOMING", "reply_text": null, "parent_text": null, "quoted_text": "$MU I worked 21 years as an HBM, DRAM & NAND engineer.\n\nAMA is open. Ask me anything.\n\nI'll drop rare insights where I can. https://t.co/mNyHOKVofa", "parent_author": null, "ret_m1d": -0.054830941470187855, "ret_signed_m1d": -0.054830941470187855, "alpha_spy_m1d": -0.058507803404077685, "alpha_c_m1d": -0.05372011956850942, "bench_spy_m1d": 0.00367686193388983, "bench_c_m1d": -0.0011108219016784382, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.11980631813456544, "ret_signed_p1d": 0.11980631813456544, "alpha_spy_p1d": 0.11178408941062301, "alpha_c_p1d": 0.09771441508632428, "bench_spy_p1d": 0.008022228723942426, "bench_c_p1d": 0.022091903048241157, "ret_p1w": 0.23227117405172337, "ret_signed_p1w": 0.23227117405172337, "alpha_spy_p1w": 0.20261977922111352, "alpha_c_p1w": 0.13458530935705237, "bench_spy_p1w": 0.029651394830609856, "bench_c_p1w": 0.097685864694671, "ret_p1m": 0.3666810037514563, "ret_signed_p1m": 0.3666810037514563, "alpha_spy_p1m": 0.3087987442970854, "alpha_c_p1m": 0.14353995237262018, "bench_spy_p1m": 0.057882259454370866, "bench_c_p1m": 0.2231410513788361, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.3666810037514563, "alpha_spy_stated": 0.3087987442970854, "alpha_c_stated": 0.14353995237262018, "price_path": [-0.5345, -0.5412, -0.5239, -0.5355, -0.5687, -0.5228, -0.4981, -0.5011, -0.5011, -0.5297, -0.5219, -0.5054, -0.4825, -0.4693, -0.4916, -0.4965, -0.4809, -0.4941, -0.507, -0.5498, -0.523, -0.5496, -0.5801, -0.5312, -0.5072, -0.4781, -0.5073, -0.4732, -0.4397, -0.4266, -0.3999, -0.3852, -0.4349, -0.4406, -0.4406, -0.4602, -0.5197, -0.5096, -0.5441, -0.4941, -0.4484, -0.4413, -0.4413, -0.423, -0.434, -0.3782, -0.3219, -0.3218, -0.2416, -0.248, -0.29, -0.2679, -0.2666, -0.273, -0.2806, -0.2204, -0.2575, -0.2118, -0.1478, -0.2019, -0.1526, -0.1269, -0.0548, 0.0, 0.1198, 0.1227, 0.067, 0.244, 0.2323, 0.1562, 0.1524, 0.101, 0.1208, 0.0614, 0.1015, 0.1088, 0.228, 0.1774, 0.1774, 0.2657, 0.266, 0.3072, 0.3497, 0.4026, 0.3667, 0.4584, 0.4012, 0.2416, 0.3075, 0.3111, 0.3084, 0.4982, 0.5767, 0.6784, 0.5858, 0.5597, 0.7396, 0.7396, 0.8105, 0.5636, 0.5636, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2051377655929573824", "ticker_idx": 2, "ts": "2026-05-04T19:05:20+00:00", "symbol": "memory", "kind": "sector", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "HBM (AI GPUs), DRAM (AI CPUs), and NAND are ALL in tight supply. Memory is now a \"strategic asset\" for customers.", "tweet_type": "analysis", "timeline": "months", "summary": "Bullish memory sector (MU, SNDK): AI demand to exceed 50% of DRAM/NAND TAM, tight supply across HBM/DRAM/NAND, re-rate incoming.", "resolved_tickers": ["MU", "000660.KS", "005930.KS"], "resolution_method": "basket", "resolution_reason": "Memory sector basket: Micron, SK Hynix, Samsung Electronics", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU $SNDK $DRAM \n\n@MicronCEO: AI is still in its \"first innings\" (very early stages). AI-driven demand for DRAM and NAND is projected to exceed 50% of the total industry TAM this year, with severe supply constraints persisting due to long lead times for new capacity\n\nHBM (AI GPUs), DRAM (AI CPUs), and NAND are ALL in tight supply.\n\nMemory is now a \"strategic asset\" for customers.\n\nRE-RATE INCOMING", "reply_text": null, "parent_text": null, "quoted_text": "$MU I worked 21 years as an HBM, DRAM & NAND engineer.\n\nAMA is open. Ask me anything.\n\nI'll drop rare insights where I can. https://t.co/mNyHOKVofa", "parent_author": null, "ret_m1d": -0.09384258266267102, "ret_signed_m1d": -0.09384258266267102, "alpha_spy_m1d": -0.09751944459656085, "alpha_c_m1d": -0.09982138794337585, "bench_spy_m1d": 0.00367686193388983, "bench_c_m1d": 0.005978805280704824, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05479055796582285, "ret_signed_p1d": 0.05479055796582285, "alpha_spy_p1d": 0.04676832924188042, "alpha_c_p1d": 0.02341662866888202, "bench_spy_p1d": 0.008022228723942426, "bench_c_p1d": 0.03137392929694083, "ret_p1w": 0.22720036563268345, "ret_signed_p1w": 0.22720036563268345, "alpha_spy_p1w": 0.1975489708020736, "alpha_c_p1w": 0.09002325511056544, "bench_spy_p1w": 0.029651394830609856, "bench_c_p1w": 0.137177110522118, "ret_p1m": 0.5343250172651625, "ret_signed_p1m": 0.5343250172651625, "alpha_spy_p1m": 0.4764427578107916, "alpha_c_p1m": 0.28684576291317543, "bench_spy_p1m": 0.057882259454370866, "bench_c_p1m": 0.24747925435198703, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.5343250172651625, "alpha_spy_stated": 0.4764427578107916, "alpha_c_stated": 0.28684576291317543, "price_path": [-0.408, -0.3863, -0.3825, -0.3898, -0.3764, -0.3533, -0.3512, -0.3526, -0.3526, -0.3455, -0.3217, -0.3198, -0.2935, -0.2906, -0.257, -0.2604, -0.2682, -0.3222, -0.3694, -0.345, -0.3406, -0.3795, -0.3557, -0.3385, -0.3384, -0.3391, -0.3269, -0.3093, -0.264, -0.2715, -0.2741, -0.316, -0.313, -0.3228, -0.3519, -0.3597, -0.3919, -0.416, -0.3895, -0.4083, -0.3716, -0.3618, -0.3513, -0.3027, -0.3182, -0.2928, -0.2878, -0.2684, -0.2524, -0.2177, -0.2307, -0.224, -0.2076, -0.2135, -0.2038, -0.1886, -0.1711, -0.1639, -0.1443, -0.1643, -0.1561, -0.1083, -0.0938, 0.0, 0.0548, 0.073, 0.1231, 0.1635, 0.2272, 0.2244, 0.1824, 0.184, 0.1276, 0.1033, 0.1833, 0.1939, 0.2113, 0.2362, 0.286, 0.37, 0.4199, 0.4634, 0.5047, 0.542, 0.5343, 0.4676, 0.3442, 0.3644, 0.3545, 0.3534, 0.3676, 0.4746, 0.4935, 0.5883, 0.6036, 0.6224, 0.7066, 0.5763, 0.6644, 0.8246, 0.8246, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2043205953802346791", "ticker_idx": 0, "ts": "2026-04-12T05:53:54+00:00", "symbol": "TSM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$TSM is destined to become the number one company in the world by market cap.", "tweet_type": "prediction", "timeline": "years", "summary": "Long TSM; as manufacturer of every AI/datacenter/smartphone/HBM chip, destined to become world's largest company by market cap.", "resolved_tickers": ["TSM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "The company that manufactures every chip that powers AI, data centers, smartphones, every HBM controller and every advanced logic chip that matters will eventually be worth more than any of them.\n\n$TSM is destined to become the number one company in the world by market cap.", "reply_text": null, "parent_text": null, "quoted_text": "If $NVDA wins, $TSM wins\nIf $AVGO wins, $TSM wins\nIf $MU HBM wins, $TSM wins\nIf $SNDK HBF wins, $TSM wins\nIf $AMD AI chips win, $TSM wins\nIf $QCOM silicon win, $TSM wins\nIf $AAPL silicon win, $TSM wins\nIf hyperscalers ASIC wins, $TSM wins\n\nIs that clear enough? TSMC All In", "parent_author": null, "ret_m1d": 0.0027870074730735883, "ret_signed_m1d": 0.0027870074730735883, "alpha_spy_m1d": 0.012464878238046317, "alpha_c_m1d": 0.017358197774962503, "bench_spy_m1d": -0.00967787076497273, "bench_c_m1d": -0.014571190301888914, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.027924371383809765, "ret_signed_p1d": 0.027924371383809765, "alpha_spy_p1d": 0.015739494173969026, "alpha_c_p1d": 0.008390822113174767, "bench_spy_p1d": 0.012184877209840739, "bench_c_p1d": 0.019533549270634998, "ret_p1w": -0.009010513023913092, "ret_signed_p1w": -0.009010513023913092, "alpha_spy_p1w": -0.04197940033277381, "alpha_c_p1w": -0.05552108118269472, "bench_spy_p1w": 0.03296888730886072, "bench_c_p1w": 0.04651056815878163, "ret_p1m": 0.07497904281622181, "ret_signed_p1m": 0.07497904281622181, "alpha_spy_p1m": -0.0009282497639790943, "alpha_c_p1m": -0.19097937428144185, "bench_spy_p1m": 0.0759072925802009, "bench_c_p1m": 0.26595841709766366, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.1174, -0.0782, -0.0761, -0.0761, -0.1172, -0.12, -0.1167, -0.0964, -0.1023, -0.0871, -0.0764, -0.0838, -0.1081, -0.0789, -0.0941, -0.1211, -0.1076, -0.0587, -0.041, -0.0235, 0.0094, -0.0068, -0.0115, -0.0115, -0.0173, -0.0225, -0.0276, -0.0002, -0.0015, 0.0408, 0.0462, 0.0167, 0.0107, -0.0041, -0.0472, -0.0355, -0.0452, -0.0856, -0.0591, -0.0635, -0.0433, -0.0915, -0.0872, -0.082, -0.0638, -0.0812, -0.0833, -0.1091, -0.0842, -0.0712, -0.059, -0.1176, -0.1159, -0.1436, -0.0856, -0.076, -0.0826, -0.0826, -0.0752, -0.0656, -0.0099, -0.011, 0.0028, 0.0, 0.0279, 0.015, -0.0168, 0.0025, -0.009, -0.004, 0.0484, 0.0354, 0.089, 0.0958, 0.0616, 0.0656, 0.0717, 0.076, 0.0867, 0.0672, 0.1351, 0.1206, 0.1139, 0.0946, 0.075, 0.0818, 0.1303, 0.0941, 0.0714, 0.0623, 0.0867, 0.1017, 0.0946, 0.0946, 0.1157, 0.1438, 0.1496, 0.1323, 0.1787, 0.2087, 0.1816, 0.2039, 0.1234, 0.1549, 0.1579, 0.106, 0.142, 0.1498, 0.1972, 0.1549, 0.1721, 0.2534, 0.2534, 0.2684, 0.1836, 0.1836, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2039192957153427690", "ticker_idx": 0, "ts": "2026-04-01T04:07:42+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "HBM has a demand floor that DRAM never had. Custom stack. Long-term contracts. Tied to GPU & ASIC shipments that don't stop. Bloomberg projects the TAM hits $100B+ by 2030. The floor is structural.", "tweet_type": "analysis", "timeline": "years", "summary": "Bullish MU: HBM's structural demand floor (long-term contracts, GPU/ASIC ties) vs fragile DRAM cycle, $100B+ TAM by 2030.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "$MU Don't ask if the cycle turns. Ask what the floor looks like.\n\nDRAM had a weak floor. Inventory piled up. Prices collapsed. Margins evaporated.\n\nHBM has a demand floor that DRAM never had. Custom stack. Long-term contracts. Tied to GPU & ASIC shipments that don't stop. Bloomberg projects the TAM hits $100B+ by 2030. \n\nThe floor is structural.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.08158219183821347, "ret_signed_m1d": -0.08158219183821347, "alpha_spy_m1d": -0.07410404446505803, "alpha_c_m1d": -0.05971825506364048, "bench_spy_m1d": -0.0074781473731554415, "bench_c_m1d": -0.02186393677457299, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.004376827082850587, "ret_signed_p1d": -0.004376827082850587, "alpha_spy_p1d": -0.005277286614189469, "alpha_c_p1d": -0.005269768130444996, "bench_spy_p1d": 0.0009004595313388819, "bench_c_p1d": 0.0008929410475944088, "ret_p1w": 0.10569526773875171, "ret_signed_p1w": 0.10569526773875171, "alpha_spy_p1w": 0.07399688824838457, "alpha_c_p1w": 0.026735112342562317, "bench_spy_p1w": 0.031698379490367135, "bench_c_p1w": 0.07896015539618939, "ret_p1m": 0.40589904733887305, "ret_signed_p1m": 0.40589904733887305, "alpha_spy_p1m": 0.3091101073203857, "alpha_c_p1m": 0.11314705192433427, "bench_spy_p1m": 0.09678894001848737, "bench_c_p1m": 0.2927519954145388, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.1429, -0.1518, -0.0668, -0.0773, -0.1114, -0.0623, -0.0601, -0.0812, -0.0942, -0.0853, -0.0143, -0.0143, -0.0082, 0.0574, 0.0804, 0.086, 0.0573, 0.1148, 0.1828, 0.1842, 0.1274, 0.1897, 0.1398, 0.031, 0.0404, 0.0725, 0.0421, 0.0143, 0.115, 0.1249, 0.1186, 0.1186, 0.0863, 0.1439, 0.1341, 0.1635, 0.1439, 0.1359, 0.1657, 0.1292, 0.1206, 0.1214, 0.0317, 0.089, 0.0789, 0.0062, 0.0579, 0.0954, 0.1377, 0.1015, 0.1579, 0.2005, 0.2546, 0.2547, 0.2072, 0.1492, 0.0988, 0.0748, 0.0383, -0.0341, -0.0293, -0.1252, -0.0816, 0.0, -0.0044, -0.0044, 0.0269, 0.0265, 0.1057, 0.1459, 0.1434, 0.1596, 0.2659, 0.2403, 0.243, 0.2371, 0.219, 0.2216, 0.3252, 0.3096, 0.3503, 0.426, 0.3709, 0.4094, 0.4059, 0.474, 0.5671, 0.7404, 0.8121, 0.7579, 1.0302, 1.1621, 1.0839, 1.1847, 1.1096, 0.97, 0.8528, 0.8995, 0.9899, 1.0718, 1.0416, 1.0416, 1.4354, 1.5239, 1.5106, 1.6397, 1.815, 1.8928, 1.9348, 1.7076, 1.3488, 1.5806, 1.5442, 1.4246, 1.7073, 1.6685, 1.9577, 1.7749, 1.8359, 2.0828, 2.0828, 2.2931, 1.8592, 1.8592, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2034501339263504697", "ticker_idx": 0, "ts": "2026-03-19T05:24:53+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "When $TSLA keeps ordering from $NVDA, $MU and $TSM come along for the ride", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish MU and TSMC as beneficiaries of sustained Tesla/SpaceX Nvidia chip ordering at scale.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "When $TSLA keeps ordering from $NVDA, $MU and $TSM come along for the ride.", "reply_text": null, "parent_text": null, "quoted_text": "@pbeisel I am a huge admirer of Nvidia and Jensen btw. That market cap is well-deserved.\n\nSpaceX AI and Tesla expect to continue ordering Nvidia chips at scale.", "parent_author": null, "ret_m1d": 0.039300492601358705, "ret_signed_m1d": 0.039300492601358705, "alpha_spy_m1d": 0.03683002338053165, "alpha_c_m1d": 0.04246569050852611, "bench_spy_m1d": 0.002470469220827054, "bench_c_m1d": -0.0031651979071674052, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04810137299176742, "ret_signed_p1d": -0.04810137299176742, "alpha_spy_p1d": -0.033765676724914706, "alpha_c_p1d": -0.022323942506537797, "bench_spy_p1d": -0.014335696266852715, "bench_c_p1d": -0.025777430485229624, "ret_p1w": -0.1999009602022468, "ret_signed_p1w": -0.1999009602022468, "alpha_spy_p1w": -0.18027651616244322, "alpha_c_p1w": -0.1642481277017227, "bench_spy_p1w": -0.019624444039803568, "bench_c_p1w": -0.03565283250052409, "ret_p1m": 0.024739883090157067, "ret_signed_p1m": 0.024739883090157067, "alpha_spy_p1m": -0.05449545344513007, "alpha_c_p1m": -0.15058673465555272, "bench_spy_p1m": 0.07923533653528714, "bench_c_p1m": 0.1753266177457098, "ret_p3m": 1.2985770897555384, "ret_signed_p3m": 1.2985770897555384, "alpha_spy_p3m": 1.1582629937501192, "alpha_c_p3m": 0.7387675611034268, "bench_spy_p3m": 0.14031409600541922, "bench_c_p3m": 0.5598095286521116, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.024739883090157067, "alpha_spy_stated": -0.05449545344513007, "alpha_c_stated": -0.15058673465555272, "price_path": [-0.3777, -0.3784, -0.355, -0.355, -0.3592, -0.3374, -0.3413, -0.3576, -0.3576, -0.29, -0.2974, -0.227, -0.2357, -0.2639, -0.2232, -0.2215, -0.2389, -0.2497, -0.2423, -0.1835, -0.1835, -0.1784, -0.1242, -0.1051, -0.1004, -0.1242, -0.0766, -0.0202, -0.0191, -0.0662, -0.0146, -0.0559, -0.146, -0.1382, -0.1116, -0.1368, -0.1599, -0.0764, -0.0682, -0.0734, -0.0734, -0.1001, -0.0525, -0.0606, -0.0362, -0.0524, -0.0591, -0.0344, -0.0646, -0.0718, -0.0711, -0.1454, -0.0979, -0.1063, -0.1665, -0.1237, -0.0926, -0.0576, -0.0876, -0.0408, -0.0056, 0.0392, 0.0393, 0.0, -0.0481, -0.0899, -0.1097, -0.14, -0.1999, -0.1959, -0.2754, -0.2392, -0.1717, -0.1753, -0.1753, -0.1493, -0.1498, -0.0841, -0.0508, -0.0529, -0.0395, 0.0486, 0.0274, 0.0296, 0.0247, 0.0098, 0.0119, 0.0977, 0.0848, 0.1185, 0.1812, 0.1356, 0.1675, 0.1646, 0.221, 0.2981, 0.4416, 0.501, 0.4561, 0.6817, 0.7909, 0.7262, 0.8096, 0.7474, 0.6318, 0.5347, 0.5734, 0.6483, 0.7161, 0.6911, 0.6911, 1.0174, 1.0906, 1.0796, 1.1865, 1.3318, 1.3962, 1.431, 1.2428, 0.9456, 1.1376, 1.1075, 1.0084, 1.2425, 1.2104, 1.45, 1.2986, 1.3491, 1.5536, 1.5536, 1.7278, 1.3684, 1.3684, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2034501339263504697", "ticker_idx": 1, "ts": "2026-03-19T05:24:53+00:00", "symbol": "TSM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "When $TSLA keeps ordering from $NVDA, $MU and $TSM come along for the ride", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish MU and TSMC as beneficiaries of sustained Tesla/SpaceX Nvidia chip ordering at scale.", "resolved_tickers": ["TSM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "When $TSLA keeps ordering from $NVDA, $MU and $TSM come along for the ride.", "reply_text": null, "parent_text": null, "quoted_text": "@pbeisel I am a huge admirer of Nvidia and Jensen btw. That market cap is well-deserved.\n\nSpaceX AI and Tesla expect to continue ordering Nvidia chips at scale.", "parent_author": null, "ret_m1d": 0.0023022817680844465, "ret_signed_m1d": 0.0023022817680844465, "alpha_spy_m1d": -0.0001681874527426075, "alpha_c_m1d": 0.005467479675251852, "bench_spy_m1d": 0.002470469220827054, "bench_c_m1d": -0.0031651979071674052, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.02818861826436536, "ret_signed_p1d": -0.02818861826436536, "alpha_spy_p1d": -0.013852921997512646, "alpha_c_p1d": -0.0024111877791357372, "bench_spy_p1d": -0.014335696266852715, "bench_c_p1d": -0.025777430485229624, "ret_p1w": -0.037427450450696065, "ret_signed_p1w": -0.037427450450696065, "alpha_spy_p1w": -0.017803006410892497, "alpha_c_p1w": -0.001774617950171975, "bench_spy_p1w": -0.019624444039803568, "bench_c_p1w": -0.03565283250052409, "ret_p1m": 0.09359774436158119, "ret_signed_p1m": 0.09359774436158119, "alpha_spy_p1m": 0.014362407826294055, "alpha_c_p1m": -0.0817288733841286, "bench_spy_p1m": 0.07923533653528714, "bench_c_p1m": 0.1753266177457098, "ret_p3m": 0.25985771882421194, "ret_signed_p3m": 0.25985771882421194, "alpha_spy_p3m": 0.11954362281879272, "alpha_c_p3m": -0.2999518098278997, "bench_spy_p3m": 0.14031409600541922, "bench_c_p3m": 0.5598095286521116, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.09359774436158119, "alpha_spy_stated": 0.014362407826294055, "alpha_c_stated": -0.0817288733841286, "price_path": [-0.1368, -0.126, -0.1205, -0.1205, -0.1086, -0.1143, -0.1182, -0.1055, -0.1055, -0.0593, -0.0515, -0.0362, -0.062, -0.064, -0.0474, -0.0235, -0.0251, -0.0372, 0.0056, 0.0078, 0.0078, -0.037, -0.0401, -0.0364, -0.0143, -0.0207, -0.0041, 0.0075, -0.0006, -0.027, 0.0048, -0.0118, -0.0412, -0.0265, 0.0268, 0.0461, 0.0652, 0.1011, 0.0835, 0.0783, 0.0783, 0.072, 0.0663, 0.0608, 0.0906, 0.0892, 0.1354, 0.1412, 0.1091, 0.1025, 0.0864, 0.0394, 0.0521, 0.0415, -0.0025, 0.0264, 0.0216, 0.0436, -0.0089, -0.0042, 0.0014, 0.0212, 0.0023, 0.0, -0.0282, -0.001, 0.0132, 0.0264, -0.0374, -0.0356, -0.0658, -0.0025, 0.008, 0.0007, 0.0007, 0.0088, 0.0193, 0.08, 0.0788, 0.0939, 0.0909, 0.1213, 0.1072, 0.0725, 0.0936, 0.081, 0.0865, 0.1436, 0.1295, 0.1879, 0.1954, 0.1581, 0.1625, 0.169, 0.1738, 0.1854, 0.1642, 0.2382, 0.2224, 0.2151, 0.1941, 0.1726, 0.1801, 0.233, 0.1935, 0.1687, 0.1589, 0.1855, 0.2018, 0.194, 0.194, 0.217, 0.2478, 0.2541, 0.2351, 0.2858, 0.3185, 0.289, 0.3133, 0.2254, 0.2598, 0.2631, 0.2065, 0.2458, 0.2542, 0.3059, 0.2599, 0.2786, 0.3672, 0.3672, 0.3836, 0.2911, 0.2911, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2047062518720594340", "ticker_idx": 0, "ts": "2026-04-22T21:18:31+00:00", "symbol": "AMD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "AMD: Planning multiple rounds of server CPU price hikes, one in Q2 and another in Q3, for a cumulative increase of around 16%–17% for the year.", "tweet_type": "analysis", "timeline": "months", "summary": "Bullish AMD and INTC on server CPU pricing power: AMD cumulative ~16-17% hikes in Q2/Q3; Intel raised prices April 1 with another 8-10% hike expected 2H26.", "resolved_tickers": ["AMD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$AMD $INTC\n\nServer CPUs: Up 10%–20% since March.\n\nConsumer CPUs: Up 5%–10% over the same period.\n\nIntel: Already raised server CPU prices on April 1; another increase of 8%–10% is expected in the second half of 2026 (2H26).\n\nAMD: Planning multiple rounds of server CPU price hikes, one in Q2 and another in Q3, for a cumulative increase of around 16%–17% for the year.\n\nMajor international vendors are preparing an additional round of hikes in Q3.", "reply_text": null, "parent_text": null, "quoted_text": "$AMD $INTC AI Inference & Agentic AI Tailwind. Is Market finally pricing in the CPU necessity?\n\n-AMD CEO Lisa Su disclosed at the March 2026 Morgan Stanley TMT Conference that server CPU demand has \"far exceeded\" prior forecasts.\n\n-Meta and AMD announced a five year, $60 billion https://t.co/F21QcDSkXM", "parent_author": null, "ret_m1d": -0.00612450528747821, "ret_signed_m1d": -0.00612450528747821, "alpha_spy_m1d": -0.010020364977794238, "alpha_c_m1d": 0.004293715045949664, "bench_spy_m1d": 0.003895859690316028, "bench_c_m1d": -0.010418220333427874, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.1391281985212871, "ret_signed_p1d": 0.1391281985212871, "alpha_spy_p1d": 0.1313788892840555, "alpha_c_p1d": 0.08809572778057295, "bench_spy_p1d": 0.007749309237231605, "bench_c_p1d": 0.05103247074071415, "ret_p1w": 0.16100614359564114, "ret_signed_p1w": 0.16100614359564114, "alpha_spy_p1w": 0.14659446859277558, "alpha_c_p1w": 0.10939258169429555, "bench_spy_p1w": 0.014411675002865554, "bench_c_p1w": 0.051613561901345584, "ret_p1m": 0.5311631032839106, "ret_signed_p1m": 0.5311631032839106, "alpha_spy_p1m": 0.4786682423827029, "alpha_c_p1m": 0.33510623906461623, "bench_spy_p1m": 0.052494860901207696, "bench_c_p1m": 0.19605686421929436, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.5311631032839106, "alpha_spy_stated": 0.4786682423827029, "alpha_c_stated": 0.33510623906461623, "price_path": [-0.1769, -0.1746, -0.1722, -0.1741, -0.2247, -0.1934, -0.2071, -0.3443, -0.3695, -0.3173, -0.2926, -0.3005, -0.3005, -0.3255, -0.321, -0.321, -0.3349, -0.3446, -0.3339, -0.3445, -0.3561, -0.2996, -0.3094, -0.3329, -0.3443, -0.3495, -0.3746, -0.3382, -0.3468, -0.3698, -0.3362, -0.3344, -0.3292, -0.3524, -0.3666, -0.3562, -0.3571, -0.3467, -0.3277, -0.3406, -0.3362, -0.3274, -0.2786, -0.3326, -0.3385, -0.3579, -0.3337, -0.3115, -0.2877, -0.2877, -0.2789, -0.2745, -0.2408, -0.225, -0.1975, -0.1916, -0.1646, -0.1546, -0.0887, -0.0882, -0.0995, -0.0683, -0.0061, 0.0, 0.1391, 0.096, 0.0586, 0.1041, 0.161, 0.1808, 0.1186, 0.1635, 0.3801, 0.3378, 0.4908, 0.5026, 0.4682, 0.4591, 0.4728, 0.389, 0.3788, 0.3561, 0.4659, 0.4725, 0.5312, 0.5312, 0.6503, 0.623, 0.6968, 0.6903, 0.6707, 0.7081, 0.7768, 0.7136, 0.5275, 0.6059, 0.5574, 0.4817, 0.5997, 0.6755, 0.7924, 0.6614, 0.6784, 0.76, 0.76, 0.8067, 0.7026, 0.7026, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2047062518720594340", "ticker_idx": 1, "ts": "2026-04-22T21:18:31+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Intel: Already raised server CPU prices on April 1; another increase of 8%–10% is expected in the second half of 2026", "tweet_type": "analysis", "timeline": "months", "summary": "Bullish AMD and INTC on server CPU pricing power: AMD cumulative ~16-17% hikes in Q2/Q3; Intel raised prices April 1 with another 8-10% hike expected 2H26.", "resolved_tickers": ["INTC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$AMD $INTC\n\nServer CPUs: Up 10%–20% since March.\n\nConsumer CPUs: Up 5%–10% over the same period.\n\nIntel: Already raised server CPU prices on April 1; another increase of 8%–10% is expected in the second half of 2026 (2H26).\n\nAMD: Planning multiple rounds of server CPU price hikes, one in Q2 and another in Q3, for a cumulative increase of around 16%–17% for the year.\n\nMajor international vendors are preparing an additional round of hikes in Q3.", "reply_text": null, "parent_text": null, "quoted_text": "$AMD $INTC AI Inference & Agentic AI Tailwind. Is Market finally pricing in the CPU necessity?\n\n-AMD CEO Lisa Su disclosed at the March 2026 Morgan Stanley TMT Conference that server CPU demand has \"far exceeded\" prior forecasts.\n\n-Meta and AMD announced a five year, $60 billion https://t.co/F21QcDSkXM", "parent_author": null, "ret_m1d": -0.022611592749812948, "ret_signed_m1d": -0.022611592749812948, "alpha_spy_m1d": -0.026507452440128976, "alpha_c_m1d": -0.012193372416385073, "bench_spy_m1d": 0.003895859690316028, "bench_c_m1d": -0.010418220333427874, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.2359988383395475, "ret_signed_p1d": 0.2359988383395475, "alpha_spy_p1d": 0.22824952910231588, "alpha_c_p1d": 0.18496636759883334, "bench_spy_p1d": 0.007749309237231605, "bench_c_p1d": 0.05103247074071415, "ret_p1w": 0.41479492488736414, "ret_signed_p1w": 0.41479492488736414, "alpha_spy_p1w": 0.4003832498844986, "alpha_c_p1w": 0.36318136298601855, "bench_spy_p1w": 0.014411675002865554, "bench_c_p1w": 0.051613561901345584, "ret_p1m": 0.7945492442123765, "ret_signed_p1m": 0.7945492442123765, "alpha_spy_p1m": 0.7420543833111688, "alpha_c_p1m": 0.5984923799930821, "bench_spy_p1m": 0.052494860901207696, "bench_c_p1m": 0.19605686421929436, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.7945492442123765, "alpha_spy_stated": 0.7420543833111688, "alpha_c_stated": 0.5984923799930821, "price_path": [-0.3637, -0.3422, -0.2695, -0.2713, -0.3041, -0.2691, -0.2625, -0.2722, -0.2776, -0.2424, -0.2477, -0.2942, -0.2769, -0.304, -0.2993, -0.2993, -0.3085, -0.3193, -0.3318, -0.3395, -0.3467, -0.3094, -0.298, -0.3193, -0.317, -0.3187, -0.3546, -0.3175, -0.3119, -0.3498, -0.3175, -0.2995, -0.2815, -0.3224, -0.3146, -0.3148, -0.3402, -0.3257, -0.3085, -0.3431, -0.341, -0.3402, -0.2935, -0.3396, -0.3541, -0.3832, -0.3392, -0.2808, -0.2456, -0.2456, -0.2396, -0.2077, -0.1173, -0.0758, -0.0659, -0.024, -0.0445, -0.0276, 0.0258, 0.0258, -0.0162, -0.0078, -0.0226, 0.0, 0.236, 0.2727, 0.2656, 0.4188, 0.4148, 0.4918, 0.4343, 0.6195, 0.6923, 0.6415, 0.8706, 0.9383, 0.8061, 0.8013, 0.736, 0.6288, 0.6198, 0.6592, 0.7814, 0.7745, 0.7945, 0.7945, 0.8497, 0.8235, 0.8103, 0.7173, 0.6372, 0.6162, 0.6878, 0.6739, 0.485, 0.6512, 0.6161, 0.6029, 0.7514, 0.8654, 0.9146, 0.7528, 0.8134, 1.0064, 1.0064, 1.1105, 0.9808, 0.9808, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2045936377158918241", "ticker_idx": 0, "ts": "2026-04-19T18:43:38+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Thousands of conviction posts on $PLTR $MU $TSM $RKLB $SNDK. High positioning. Durable names. Real thesis.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Author claims high-conviction, durable long positions in PLTR, MU, TSM, RKLB, SNDK with real thesis behind each.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "70k followed. Not because I throw out dozens of names with half baked thesis.\n\nThousands of conviction posts on $PLTR $MU $TSM $RKLB $SNDK. High positioning. Durable names. Real thesis. No noise.\n\nTrue conviction is rare. That is what turns followers into multi bagger holders.", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": 0.003427239715483088, "ret_signed_m1d": 0.003427239715483088, "alpha_spy_m1d": 0.0014234976470879346, "alpha_c_m1d": 0.0014234976470879346, "bench_spy_m1d": 0.0020037420683951535, "bench_c_m1d": 0.0020037420683951535, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0005483709054039387, "ret_signed_p1d": 0.0005483709054039387, "alpha_spy_p1d": 0.007095263753943426, "alpha_c_p1d": 0.007095263753943426, "bench_spy_p1d": -0.006546892848539487, "bench_c_p1d": -0.006546892848539487, "ret_p1w": -0.019123951592330823, "ret_signed_p1w": -0.019123951592330823, "alpha_spy_p1w": -0.02822493131660575, "alpha_c_p1w": -0.02822493131660575, "bench_spy_p1w": 0.009100979724274927, "bench_c_p1w": 0.009100979724274927, "ret_p1m": -0.07286314982030728, "ret_signed_p1m": -0.07286314982030728, "alpha_spy_p1m": -0.10815221899158678, "alpha_c_p1m": -0.10815221899158678, "bench_spy_p1m": 0.0352890691712795, "bench_c_p1m": 0.0352890691712795, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.07286314982030728, "alpha_spy_stated": -0.10815221899158678, "alpha_c_stated": -0.10815221899158678, "price_path": [0.1333, 0.1372, 0.1625, 0.1479, 0.1358, 0.0786, 0.0409, 0.0048, 0.0128, 0.0822, -0.0435, -0.1088, -0.0685, -0.0204, -0.0437, -0.07, -0.1149, -0.0993, -0.0993, -0.0882, -0.072, -0.0754, -0.073, -0.1048, -0.1169, -0.0802, -0.0682, -0.0596, -0.0049, 0.0091, 0.05, 0.0465, 0.0773, 0.0722, 0.036, 0.0391, 0.0522, 0.0347, 0.0468, 0.063, 0.0472, 0.0671, 0.0328, 0.1025, 0.0609, 0.0622, 0.0114, -0.0194, -0.0572, 0.0027, 0.0041, 0.0176, 0.0176, 0.014, 0.0287, -0.0352, -0.1056, -0.1222, -0.0927, -0.0698, -0.0256, -0.0215, 0.0034, 0.0, 0.0005, 0.0461, -0.0296, -0.0192, -0.0191, -0.0323, -0.0543, -0.0465, -0.0125, 0.001, -0.0684, -0.0829, -0.0606, -0.0555, -0.0617, -0.0678, -0.1086, -0.0834, -0.0816, -0.0737, -0.0729, -0.0599, -0.0581, -0.0618, -0.0618, -0.0637, -0.0917, -0.0175, 0.073, 0.1012, 0.043, -0.0253, -0.0287, -0.071, -0.0646, -0.0947, -0.1075, -0.1015, -0.1227, -0.0766, -0.0866, -0.1046, -0.1194, -0.1194, -0.1809, -0.2001, -0.2001, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2045936377158918241", "ticker_idx": 1, "ts": "2026-04-19T18:43:38+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Thousands of conviction posts on $PLTR $MU $TSM $RKLB $SNDK. High positioning. Durable names. Real thesis.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Author claims high-conviction, durable long positions in PLTR, MU, TSM, RKLB, SNDK with real thesis behind each.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "70k followed. Not because I throw out dozens of names with half baked thesis.\n\nThousands of conviction posts on $PLTR $MU $TSM $RKLB $SNDK. High positioning. Durable names. Real thesis. No noise.\n\nTrue conviction is rare. That is what turns followers into multi bagger holders.", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": 0.014829832963189293, "ret_signed_m1d": 0.014829832963189293, "alpha_spy_m1d": 0.01282609089479414, "alpha_c_m1d": 0.014398735000617169, "bench_spy_m1d": 0.0020037420683951535, "bench_c_m1d": 0.0004310979625721245, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.002140830976164354, "ret_signed_p1d": 0.002140830976164354, "alpha_spy_p1d": 0.008687723824703841, "alpha_c_p1d": 0.0006320538834760914, "bench_spy_p1d": -0.006546892848539487, "bench_c_p1d": 0.0015087770926882627, "ret_p1w": 0.16979613275697347, "ret_signed_p1w": 0.16979613275697347, "alpha_spy_p1w": 0.16069515303269855, "alpha_c_p1w": 0.07862443888335968, "bench_spy_p1w": 0.009100979724274927, "bench_c_p1w": 0.09117169387361379, "ret_p1m": 0.5582265940656577, "ret_signed_p1m": 0.5582265940656577, "alpha_spy_p1m": 0.5229375248943782, "alpha_c_p1m": 0.3857978674707614, "bench_spy_p1m": 0.0352890691712795, "bench_c_p1m": 0.17242872659489628, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.5582265940656577, "alpha_spy_stated": 0.5229375248943782, "alpha_c_stated": 0.3857978674707614, "price_path": [-0.1326, -0.1137, -0.1091, -0.1327, -0.0855, -0.0297, -0.0286, -0.0752, -0.0241, -0.065, -0.1543, -0.1465, -0.1202, -0.1451, -0.168, -0.0853, -0.0772, -0.0824, -0.0824, -0.1088, -0.0617, -0.0697, -0.0456, -0.0616, -0.0682, -0.0437, -0.0737, -0.0808, -0.0801, -0.1536, -0.1066, -0.1149, -0.1746, -0.1322, -0.1014, -0.0667, -0.0964, -0.0501, -0.0152, 0.0292, 0.0292, -0.0097, -0.0573, -0.0987, -0.1183, -0.1483, -0.2076, -0.2037, -0.2824, -0.2466, -0.1797, -0.1833, -0.1833, -0.1576, -0.158, -0.093, -0.06, -0.0621, -0.0487, 0.0384, 0.0174, 0.0196, 0.0148, 0.0, 0.0021, 0.0871, 0.0743, 0.1077, 0.1698, 0.1246, 0.1562, 0.1533, 0.2092, 0.2855, 0.4277, 0.4865, 0.442, 0.6654, 0.7736, 0.7095, 0.7921, 0.7305, 0.616, 0.5199, 0.5582, 0.6324, 0.6995, 0.6748, 0.6748, 0.9979, 1.0704, 1.0595, 1.1654, 1.3092, 1.373, 1.4075, 1.2211, 0.9268, 1.1169, 1.0871, 0.9889, 1.2208, 1.189, 1.4263, 1.2763, 1.3264, 1.5289, 1.5289, 1.7014, 1.3455, 1.3455, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2045936377158918241", "ticker_idx": 2, "ts": "2026-04-19T18:43:38+00:00", "symbol": "TSM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Thousands of conviction posts on $PLTR $MU $TSM $RKLB $SNDK. High positioning. Durable names. Real thesis.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Author claims high-conviction, durable long positions in PLTR, MU, TSM, RKLB, SNDK with real thesis behind each.", "resolved_tickers": ["TSM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "70k followed. Not because I throw out dozens of names with half baked thesis.\n\nThousands of conviction posts on $PLTR $MU $TSM $RKLB $SNDK. High positioning. Durable names. Real thesis. No noise.\n\nTrue conviction is rare. That is what turns followers into multi bagger holders.", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": 0.011631755780736164, "ret_signed_m1d": 0.011631755780736164, "alpha_spy_m1d": 0.00962801371234101, "alpha_c_m1d": 0.01120065781816404, "bench_spy_m1d": 0.0020037420683951535, "bench_c_m1d": 0.0004310979625721245, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.00502400710670825, "ret_signed_p1d": 0.00502400710670825, "alpha_spy_p1d": 0.011570899955247738, "alpha_c_p1d": 0.0035152300140199877, "bench_spy_p1d": -0.006546892848539487, "bench_c_p1d": 0.0015087770926882627, "ret_p1w": 0.10577768334239135, "ret_signed_p1w": 0.10577768334239135, "alpha_spy_p1w": 0.09667670361811642, "alpha_c_p1w": 0.014605989468777558, "bench_spy_p1w": 0.009100979724274927, "bench_c_p1w": 0.09117169387361379, "ret_p1m": 0.0720019430526222, "ret_signed_p1m": 0.0720019430526222, "alpha_spy_p1m": 0.0367128738813427, "alpha_c_p1m": -0.10042678354227408, "bench_spy_p1m": 0.0352890691712795, "bench_c_p1m": 0.17242872659489628, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.0720019430526222, "alpha_spy_stated": 0.0367128738813427, "alpha_c_stated": -0.10042678354227408, "price_path": [-0.112, -0.1086, -0.0882, -0.0941, -0.0788, -0.068, -0.0755, -0.1, -0.0706, -0.0858, -0.1131, -0.0995, -0.0502, -0.0323, -0.0146, 0.0186, 0.0023, -0.0025, -0.0025, -0.0084, -0.0136, -0.0187, 0.0089, 0.0075, 0.0503, 0.0557, 0.026, 0.0199, 0.005, -0.0385, -0.0268, -0.0365, -0.0773, -0.0506, -0.055, -0.0346, -0.0832, -0.0789, -0.0736, -0.0553, -0.0728, -0.075, -0.101, -0.0759, -0.0628, -0.0505, -0.1096, -0.1079, -0.1358, -0.0772, -0.0676, -0.0743, -0.0743, -0.0668, -0.0571, -0.0009, -0.002, 0.0119, 0.0091, 0.0373, 0.0242, -0.0079, 0.0116, 0.0, 0.005, 0.0579, 0.0448, 0.0989, 0.1058, 0.0713, 0.0753, 0.0814, 0.0858, 0.0966, 0.0769, 0.1454, 0.1308, 0.1241, 0.1046, 0.0848, 0.0916, 0.1406, 0.1041, 0.0811, 0.072, 0.0966, 0.1117, 0.1045, 0.1045, 0.1258, 0.1542, 0.1601, 0.1426, 0.1895, 0.2197, 0.1924, 0.2148, 0.1336, 0.1654, 0.1684, 0.1161, 0.1524, 0.1602, 0.208, 0.1654, 0.1827, 0.2648, 0.2648, 0.2799, 0.1943, 0.1943, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2045936377158918241", "ticker_idx": 3, "ts": "2026-04-19T18:43:38+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Thousands of conviction posts on $PLTR $MU $TSM $RKLB $SNDK. High positioning. Durable names. Real thesis.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Author claims high-conviction, durable long positions in PLTR, MU, TSM, RKLB, SNDK with real thesis behind each.", "resolved_tickers": ["RKLB"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "quote", "lang": "en", "tweet_text": "70k followed. Not because I throw out dozens of names with half baked thesis.\n\nThousands of conviction posts on $PLTR $MU $TSM $RKLB $SNDK. High positioning. Durable names. Real thesis. No noise.\n\nTrue conviction is rare. That is what turns followers into multi bagger holders.", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": -0.052090275882013315, "ret_signed_m1d": -0.052090275882013315, "alpha_spy_m1d": -0.05409401795040847, "alpha_c_m1d": -0.049847634899578885, "bench_spy_m1d": 0.0020037420683951535, "bench_c_m1d": -0.0022426409824344296, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.031522465053475224, "ret_signed_p1d": -0.031522465053475224, "alpha_spy_p1d": -0.024975572204935736, "alpha_c_p1d": -0.017376481052962967, "bench_spy_p1d": -0.006546892848539487, "bench_c_p1d": -0.014145984000512257, "ret_p1w": -0.08014753233090288, "ret_signed_p1w": -0.08014753233090288, "alpha_spy_p1w": -0.08924851205517781, "alpha_c_p1w": -0.07215447347010928, "bench_spy_p1w": 0.009100979724274927, "bench_c_p1w": -0.0079930588607936, "ret_p1m": 0.42309410755058474, "ret_signed_p1m": 0.42309410755058474, "alpha_spy_p1m": 0.38780503837930524, "alpha_c_p1m": 0.4527662638029184, "bench_spy_p1m": 0.0352890691712795, "bench_c_p1m": -0.02967215625233366, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.42309410755058474, "alpha_spy_stated": 0.38780503837930524, "alpha_c_stated": 0.4527662638029184, "price_path": [-0.0183, -0.0165, -0.0063, -0.1004, -0.0275, -0.0099, -0.0423, -0.105, -0.1711, -0.0915, -0.1828, -0.2587, -0.1916, -0.1522, -0.1948, -0.2218, -0.2621, -0.2461, -0.2461, -0.2188, -0.1681, -0.144, -0.2079, -0.2152, -0.2179, -0.2153, -0.1879, -0.2276, -0.2067, -0.2161, -0.1962, -0.2175, -0.2163, -0.201, -0.2295, -0.1956, -0.2357, -0.2353, -0.2029, -0.1215, -0.2233, -0.196, -0.2485, -0.2399, -0.2615, -0.1853, -0.2629, -0.3189, -0.3586, -0.2821, -0.2676, -0.2429, -0.2429, -0.2436, -0.2587, -0.2278, -0.254, -0.2393, -0.2106, -0.1927, -0.1773, -0.073, -0.0521, 0.0, -0.0315, 0.0065, -0.0543, -0.1093, -0.0801, -0.1215, -0.1391, -0.0777, -0.119, -0.1023, -0.1196, -0.0538, -0.1216, 0.179, 0.3118, 0.3141, 0.3878, 0.4817, 0.3947, 0.4661, 0.4231, 0.501, 0.4023, 0.5175, 0.5175, 0.6007, 0.6793, 0.6547, 0.6038, 0.3681, 0.3785, 0.2821, 0.3408, 0.2305, 0.2704, 0.2098, 0.1743, 0.283, 0.1445, 0.2212, 0.1696, 0.207, 0.1987, 0.1987, 0.1211, 0.0633, 0.0633, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2045936377158918241", "ticker_idx": 4, "ts": "2026-04-19T18:43:38+00:00", "symbol": "SNDK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Thousands of conviction posts on $PLTR $MU $TSM $RKLB $SNDK. High positioning. Durable names. Real thesis.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Author claims high-conviction, durable long positions in PLTR, MU, TSM, RKLB, SNDK with real thesis behind each.", "resolved_tickers": ["SNDK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "quote", "lang": "en", "tweet_text": "70k followed. Not because I throw out dozens of names with half baked thesis.\n\nThousands of conviction posts on $PLTR $MU $TSM $RKLB $SNDK. High positioning. Durable names. Real thesis. No noise.\n\nTrue conviction is rare. That is what turns followers into multi bagger holders.", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": 0.008729239811430256, "ret_signed_m1d": 0.008729239811430256, "alpha_spy_m1d": 0.006725497743035103, "alpha_c_m1d": 0.010087819969142209, "bench_spy_m1d": 0.0020037420683951535, "bench_c_m1d": -0.0013585801577119527, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.010437919315030797, "ret_signed_p1d": -0.010437919315030797, "alpha_spy_p1d": -0.0038910264664913097, "alpha_c_p1d": -0.011279062795723993, "bench_spy_p1d": -0.006546892848539487, "bench_c_p1d": 0.0008411434806931961, "ret_p1w": 0.17215387207097832, "ret_signed_p1w": 0.17215387207097832, "alpha_spy_p1w": 0.1630528923467034, "alpha_c_p1w": 0.13326922239587113, "bench_spy_p1w": 0.009100979724274927, "bench_c_p1w": 0.038884649675107186, "ret_p1m": 0.5150708741005368, "ret_signed_p1m": 0.5150708741005368, "alpha_spy_p1m": 0.47978180492925726, "alpha_c_p1m": 0.39421160303883784, "bench_spy_p1m": 0.0352890691712795, "bench_c_p1m": 0.12085927106169891, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.5150708741005368, "alpha_spy_stated": 0.47978180492925726, "alpha_c_stated": 0.39421160303883784, "price_path": [-0.451, -0.4486, -0.481, -0.4843, -0.4727, -0.4221, -0.4093, -0.3689, -0.2714, -0.2382, -0.3598, -0.3689, -0.3451, -0.361, -0.4068, -0.3436, -0.3097, -0.3137, -0.3137, -0.3531, -0.3424, -0.3197, -0.2881, -0.27, -0.3007, -0.3074, -0.286, -0.3041, -0.3219, -0.3807, -0.3439, -0.3805, -0.4224, -0.3552, -0.3222, -0.2821, -0.3222, -0.2753, -0.2293, -0.2112, -0.1745, -0.1544, -0.2227, -0.2306, -0.2306, -0.2576, -0.3394, -0.3255, -0.373, -0.3041, -0.2413, -0.2316, -0.2316, -0.2063, -0.2215, -0.1447, -0.0673, -0.0671, 0.0432, 0.0344, -0.0233, 0.0071, 0.0087, 0.0, -0.0104, 0.0723, 0.0213, 0.0842, 0.1722, 0.0978, 0.1656, 0.201, 0.3001, 0.3755, 0.5403, 0.5443, 0.4676, 0.7112, 0.695, 0.5903, 0.5851, 0.5144, 0.5417, 0.46, 0.5151, 0.5252, 0.6892, 0.6196, 0.6196, 0.741, 0.7414, 0.798, 0.8565, 0.9292, 0.8799, 1.006, 0.9273, 0.7079, 0.7984, 0.8034, 0.7998, 1.0608, 1.1687, 1.3087, 1.1813, 1.1454, 1.3929, 1.3929, 1.4903, 1.1507, 1.1507, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2041191000450990574", "ticker_idx": 0, "ts": "2026-04-06T16:27:12+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "DRAM spot prices are expected to surge 58-63% quarter-over-quarter in Q2 2026", "tweet_type": "analysis", "timeline": "quarters", "summary": "Bullish MU, Samsung, SK Hynix on DRAM supply lock-ins, LTAs with Big Tech, and 58-63% QoQ spot price surge expected in Q2 2026.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU $DRAM $EWY\n\nSamsung and SK Hynix have already locked in nearly two years’ worth of AI memory supply, most of their HBM and high-end server DDR5 capacity is reserved through long-term contracts with Big Tech.\n\nMicrosoft and Google are actively pushing for long-term supply agreements (LTAs). SK Hynix is in final negotiations with Microsoft for a 3-year server DDR5 contract rumored to be worth tens of trillions of KRW (~tens of billions of USD), including minimum price guarantees and potential advance payments. Similar discussions with Google cover HBM and general server DRAM.\n\nDRAM spot prices are expected to surge 58-63% quarter-over-quarter in Q2 2026 (per TrendForce’s March 2026 report), fueled by North American Big Tech cloud investments and long-term contract negotiations.\n\nMemory prices have already more than doubled from early 2025 levels by late 2025, with DRAM inventory levels dropping to critically low 2 - 4 weeks.\n\nThis trend is expected to stabilize profitability and fab utilization for Samsung and SK Hynix while reducing procurement uncertainty for hyperscalers.\n\nNew capacity expansions are underway, but meaningful relief for general memory is not expected until 2027–2028.", "reply_text": null, "parent_text": null, "quoted_text": "🚨 $MU Huge News for the Memory Industry\n\nMicron signed its first-ever 5-year Strategic Customer Agreement, moving well beyond the typical one-year deal. Samsung and SK Hynix are following suit, pursuing 3 to 5 year contracts with major tech firms. Longer commitments mean https://t.co/sDbrrH2Aj9", "parent_author": null, "ret_m1d": -0.030495603646339964, "ret_signed_m1d": -0.030495603646339964, "alpha_spy_m1d": -0.025790996511681596, "alpha_c_m1d": -0.02125270359945919, "bench_spy_m1d": -0.004704607134658367, "bench_c_m1d": -0.009242900046880775, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.00047655439619209705, "ret_signed_p1d": -0.00047655439619209705, "alpha_spy_p1d": -0.0009165549608193269, "alpha_c_p1d": -0.010376000836410548, "bench_spy_p1d": 0.0004400005646272298, "bench_c_p1d": 0.009899446440218451, "ret_p1w": 0.12918251411324855, "ret_signed_p1w": 0.12918251411324855, "alpha_spy_p1w": 0.08794903781533048, "alpha_c_p1w": 0.00958055432342042, "bench_spy_p1w": 0.04123347629791807, "bench_c_p1w": 0.11960195978982813, "ret_p1m": 0.6947267991766328, "ret_signed_p1m": 0.6947267991766328, "alpha_spy_p1m": 0.5963248240217132, "alpha_c_p1m": 0.3747359210020953, "bench_spy_p1m": 0.09840197515491966, "bench_c_p1m": 0.31999087817453753, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.1015, -0.1347, -0.0869, -0.0848, -0.1053, -0.1179, -0.1093, -0.0401, -0.0401, -0.0342, 0.0296, 0.052, 0.0575, 0.0296, 0.0855, 0.1518, 0.1531, 0.0978, 0.1585, 0.1099, 0.0039, 0.0132, 0.0444, 0.0148, -0.0124, 0.0858, 0.0954, 0.0893, 0.0893, 0.0578, 0.1139, 0.1043, 0.133, 0.1139, 0.1061, 0.1352, 0.0996, 0.0912, 0.092, 0.0047, 0.0605, 0.0506, -0.0202, 0.0302, 0.0667, 0.1079, 0.0726, 0.1276, 0.169, 0.2217, 0.2218, 0.1756, 0.119, 0.0699, 0.0466, 0.011, -0.0594, -0.0548, -0.1481, -0.1057, -0.0262, -0.0305, -0.0305, 0.0, -0.0005, 0.0767, 0.1158, 0.1134, 0.1292, 0.2327, 0.2077, 0.2104, 0.2047, 0.187, 0.1896, 0.2904, 0.2752, 0.3149, 0.3886, 0.3349, 0.3725, 0.369, 0.4353, 0.526, 0.6947, 0.7646, 0.7117, 0.9769, 1.1054, 1.0293, 1.1274, 1.0542, 0.9183, 0.8042, 0.8497, 0.9377, 1.0174, 0.988, 0.988, 1.3716, 1.4577, 1.4447, 1.5704, 1.7412, 1.8169, 1.8578, 1.6366, 1.2872, 1.5129, 1.4775, 1.361, 1.6363, 1.5985, 1.8801, 1.7021, 1.7615, 2.0019, 2.0019, 2.2067, 1.7842, 1.7842, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2041191000450990574", "ticker_idx": 1, "ts": "2026-04-06T16:27:12+00:00", "symbol": "005930.KS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Samsung and SK Hynix have already locked in nearly two years' worth of AI memory supply, most of their HBM and high-end server DDR5 capacity is reserved through long-term contracts", "tweet_type": "analysis", "timeline": "quarters", "summary": "Bullish MU, Samsung, SK Hynix on DRAM supply lock-ins, LTAs with Big Tech, and 58-63% QoQ spot price surge expected in Q2 2026.", "resolved_tickers": ["005930.KS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Consumer Electronics'", "bench_c_industry": "Consumer Electronics", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU $DRAM $EWY\n\nSamsung and SK Hynix have already locked in nearly two years’ worth of AI memory supply, most of their HBM and high-end server DDR5 capacity is reserved through long-term contracts with Big Tech.\n\nMicrosoft and Google are actively pushing for long-term supply agreements (LTAs). SK Hynix is in final negotiations with Microsoft for a 3-year server DDR5 contract rumored to be worth tens of trillions of KRW (~tens of billions of USD), including minimum price guarantees and potential advance payments. Similar discussions with Google cover HBM and general server DRAM.\n\nDRAM spot prices are expected to surge 58-63% quarter-over-quarter in Q2 2026 (per TrendForce’s March 2026 report), fueled by North American Big Tech cloud investments and long-term contract negotiations.\n\nMemory prices have already more than doubled from early 2025 levels by late 2025, with DRAM inventory levels dropping to critically low 2 - 4 weeks.\n\nThis trend is expected to stabilize profitability and fab utilization for Samsung and SK Hynix while reducing procurement uncertainty for hyperscalers.\n\nNew capacity expansions are underway, but meaningful relief for general memory is not expected until 2027–2028.", "reply_text": null, "parent_text": null, "quoted_text": "🚨 $MU Huge News for the Memory Industry\n\nMicron signed its first-ever 5-year Strategic Customer Agreement, moving well beyond the typical one-year deal. Samsung and SK Hynix are following suit, pursuing 3 to 5 year contracts with major tech firms. Longer commitments mean https://t.co/sDbrrH2Aj9", "parent_author": null, "ret_m1d": -0.01730279898218834, "ret_signed_m1d": -0.01730279898218834, "alpha_spy_m1d": -0.012598191847529971, "alpha_c_m1d": -0.011527187696207641, "bench_spy_m1d": -0.004704607134658367, "bench_c_m1d": -0.005775611285980697, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.07124681933842236, "ret_signed_p1d": 0.07124681933842236, "alpha_spy_p1d": 0.07080681877379513, "alpha_c_p1d": 0.06649473693072139, "bench_spy_p1d": 0.0004400005646272298, "bench_c_p1d": 0.004752082407700975, "ret_p1w": 0.05089058524173029, "ret_signed_p1w": 0.05089058524173029, "alpha_spy_p1w": 0.00965710894381222, "alpha_c_p1w": -0.013665672994024991, "bench_spy_p1w": 0.04123347629791807, "bench_c_p1w": 0.06455625823575528, "ret_p1m": 0.35368956743002555, "ret_signed_p1m": 0.35368956743002555, "alpha_spy_p1m": 0.2552875922751059, "alpha_c_p1m": 0.14276689255725739, "bench_spy_p1m": 0.09840197515491966, "bench_c_p1m": 0.21092267487276817, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.2951, -0.2941, -0.2951, -0.3012, -0.2875, -0.2692, -0.2438, -0.2418, -0.2626, -0.2408, -0.2265, -0.2276, -0.2276, -0.19, -0.1752, -0.1839, -0.1849, -0.2362, -0.1493, -0.1412, -0.191, -0.1945, -0.1549, -0.158, -0.1478, -0.093, -0.0798, -0.0798, -0.0798, -0.0798, -0.0351, -0.0346, -0.0198, 0.0157, 0.0335, 0.1071, 0.0995, 0.0995, -0.0092, -0.1255, -0.027, -0.0442, -0.1189, -0.0457, -0.0351, -0.0457, -0.0681, -0.0417, -0.0153, 0.0589, 0.0182, 0.0127, -0.0539, -0.0366, -0.0402, -0.0854, -0.0854, -0.1028, -0.1491, -0.0349, -0.0921, -0.0524, -0.0173, 0.0, 0.0712, 0.0382, 0.0483, 0.0229, 0.0509, 0.0738, 0.1069, 0.0992, 0.0916, 0.1145, 0.1069, 0.1425, 0.117, 0.1425, 0.1298, 0.1501, 0.1221, 0.1221, 0.1832, 0.1832, 0.3537, 0.3817, 0.3664, 0.4529, 0.4198, 0.4453, 0.5064, 0.3766, 0.43, 0.402, 0.4046, 0.5242, 0.4885, 0.4885, 0.5216, 0.5623, 0.5242, 0.6132, 0.7761, 0.8346, 0.8346, 0.7888, 0.6743, 0.5038, 0.6387, 0.5394, 0.5216, 0.6412, 0.715, 0.7455, 0.7634, 0.8448, 0.8015, 0.799, 0.5776, 0.7328, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2041191000450990574", "ticker_idx": 2, "ts": "2026-04-06T16:27:12+00:00", "symbol": "000660.KS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "SK Hynix is in final negotiations with Microsoft for a 3-year server DDR5 contract rumored to be worth tens of trillions of KRW", "tweet_type": "analysis", "timeline": "quarters", "summary": "Bullish MU, Samsung, SK Hynix on DRAM supply lock-ins, LTAs with Big Tech, and 58-63% QoQ spot price surge expected in Q2 2026.", "resolved_tickers": ["000660.KS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU $DRAM $EWY\n\nSamsung and SK Hynix have already locked in nearly two years’ worth of AI memory supply, most of their HBM and high-end server DDR5 capacity is reserved through long-term contracts with Big Tech.\n\nMicrosoft and Google are actively pushing for long-term supply agreements (LTAs). SK Hynix is in final negotiations with Microsoft for a 3-year server DDR5 contract rumored to be worth tens of trillions of KRW (~tens of billions of USD), including minimum price guarantees and potential advance payments. Similar discussions with Google cover HBM and general server DRAM.\n\nDRAM spot prices are expected to surge 58-63% quarter-over-quarter in Q2 2026 (per TrendForce’s March 2026 report), fueled by North American Big Tech cloud investments and long-term contract negotiations.\n\nMemory prices have already more than doubled from early 2025 levels by late 2025, with DRAM inventory levels dropping to critically low 2 - 4 weeks.\n\nThis trend is expected to stabilize profitability and fab utilization for Samsung and SK Hynix while reducing procurement uncertainty for hyperscalers.\n\nNew capacity expansions are underway, but meaningful relief for general memory is not expected until 2027–2028.", "reply_text": null, "parent_text": null, "quoted_text": "🚨 $MU Huge News for the Memory Industry\n\nMicron signed its first-ever 5-year Strategic Customer Agreement, moving well beyond the typical one-year deal. Samsung and SK Hynix are following suit, pursuing 3 to 5 year contracts with major tech firms. Longer commitments mean https://t.co/sDbrrH2Aj9", "parent_author": null, "ret_m1d": -0.03275110809326065, "ret_signed_m1d": -0.03275110809326065, "alpha_spy_m1d": -0.028046500958602283, "alpha_c_m1d": -0.023508208046379875, "bench_spy_m1d": -0.004704607134658367, "bench_c_m1d": -0.009242900046880775, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.1277292533208676, "ret_signed_p1d": 0.1277292533208676, "alpha_spy_p1d": 0.12728925275624037, "alpha_c_p1d": 0.11782980688064915, "bench_spy_p1d": 0.0004400005646272298, "bench_c_p1d": 0.009899446440218451, "ret_p1w": 0.2041484827908595, "ret_signed_p1w": 0.2041484827908595, "alpha_spy_p1w": 0.16291500649294144, "alpha_c_p1w": 0.08454652300103138, "bench_spy_p1w": 0.04123347629791807, "bench_c_p1w": 0.11960195978982813, "ret_p1m": 0.7478166041675909, "ret_signed_p1m": 0.7478166041675909, "alpha_spy_p1m": 0.6494146290126712, "alpha_c_p1m": 0.42782572599305335, "bench_spy_p1m": 0.09840197515491966, "bench_c_p1m": 0.31999087817453753, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.1762, -0.1893, -0.1838, -0.1958, -0.1914, -0.1838, -0.1762, -0.1675, -0.1904, -0.1936, -0.1773, -0.1642, -0.198, -0.1282, -0.0836, -0.0618, -0.0095, -0.0956, -0.0116, -0.0193, -0.0825, -0.0857, -0.0334, -0.0454, -0.0629, -0.0324, -0.0411, -0.0411, -0.0411, -0.0411, -0.0258, 0.0341, 0.0363, 0.0951, 0.1093, 0.1998, 0.1583, 0.1583, 0.0251, -0.0731, 0.0273, 0.0087, -0.0873, 0.024, 0.0426, 0.0153, -0.0066, 0.0633, 0.059, 0.1528, 0.1059, 0.0993, 0.0186, 0.0764, 0.0862, 0.0186, 0.0186, -0.0469, -0.119, -0.0207, -0.0939, -0.0437, -0.0328, 0.0, 0.1277, 0.0895, 0.1212, 0.1354, 0.2041, 0.2402, 0.2609, 0.2314, 0.2729, 0.3362, 0.3352, 0.3373, 0.3341, 0.4105, 0.4192, 0.4116, 0.4039, 0.4039, 0.5797, 0.5797, 0.7478, 0.8057, 0.8406, 1.0524, 1.0033, 1.1572, 1.1507, 0.9858, 1.0087, 0.905, 0.905, 1.1179, 1.119, 1.119, 1.2402, 1.4487, 1.4993, 1.5474, 1.5801, 1.5768, 1.5768, 1.5092, 1.2602, 1.0866, 1.4185, 1.2362, 1.2941, 1.3476, 1.4982, 1.6009, 1.7526, 1.9317, 2.018, 2.1872, 1.7898, 1.8171, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2041191000450990574", "ticker_idx": 3, "ts": "2026-04-06T16:27:12+00:00", "symbol": "EWY", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU $DRAM $EWY", "tweet_type": "analysis", "timeline": "quarters", "summary": "Bullish MU, Samsung, SK Hynix on DRAM supply lock-ins, LTAs with Big Tech, and 58-63% QoQ spot price surge expected in Q2 2026.", "resolved_tickers": ["EWY"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "quote", "lang": "en", "tweet_text": "$MU $DRAM $EWY\n\nSamsung and SK Hynix have already locked in nearly two years’ worth of AI memory supply, most of their HBM and high-end server DDR5 capacity is reserved through long-term contracts with Big Tech.\n\nMicrosoft and Google are actively pushing for long-term supply agreements (LTAs). SK Hynix is in final negotiations with Microsoft for a 3-year server DDR5 contract rumored to be worth tens of trillions of KRW (~tens of billions of USD), including minimum price guarantees and potential advance payments. Similar discussions with Google cover HBM and general server DRAM.\n\nDRAM spot prices are expected to surge 58-63% quarter-over-quarter in Q2 2026 (per TrendForce’s March 2026 report), fueled by North American Big Tech cloud investments and long-term contract negotiations.\n\nMemory prices have already more than doubled from early 2025 levels by late 2025, with DRAM inventory levels dropping to critically low 2 - 4 weeks.\n\nThis trend is expected to stabilize profitability and fab utilization for Samsung and SK Hynix while reducing procurement uncertainty for hyperscalers.\n\nNew capacity expansions are underway, but meaningful relief for general memory is not expected until 2027–2028.", "reply_text": null, "parent_text": null, "quoted_text": "🚨 $MU Huge News for the Memory Industry\n\nMicron signed its first-ever 5-year Strategic Customer Agreement, moving well beyond the typical one-year deal. Samsung and SK Hynix are following suit, pursuing 3 to 5 year contracts with major tech firms. 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{"unit_id": "reply:2053563425272549789", "ticker_idx": 0, "ts": "2026-05-10T19:50:48+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Nvidia and Tsmc will raise their prices", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Agentic AI raises token value, enabling Nvidia and TSMC to raise prices — bullish both.", "resolved_tickers": ["NVDA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@MoMoMacro Agentic AI just raised the value of the tokens. Nvidia and Tsmc will raise their prices.", "reply_text": null, "parent_text": "@TradexWhisperer Nah, they raise prices every cycle. The real call is who gets bumped from allocation.", "quoted_text": null, "parent_author": "MoMoMacro", "ret_m1d": -0.01932189948009244, "ret_signed_m1d": -0.01932189948009244, "alpha_spy_m1d": -0.017049511943576068, "alpha_c_m1d": -0.002369183801658181, "bench_spy_m1d": -0.0022723875365163737, "bench_c_m1d": -0.01695271567843426, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.006106452319395217, "ret_signed_p1d": 0.006106452319395217, "alpha_spy_p1d": 0.007621404933981779, "alpha_c_p1d": 0.032238217554064086, "bench_spy_p1d": -0.0015149526145865622, "bench_c_p1d": -0.02613176523466887, "ret_p1w": 0.013124389205093179, "ret_signed_p1w": 0.013124389205093179, "alpha_spy_p1w": 0.01400357986630385, "alpha_c_p1w": 0.0654400258273733, "bench_spy_p1w": -0.0008791906612106715, "bench_c_p1w": -0.052315636622280115, "ret_p1m": -0.050161098788274794, "ret_signed_p1m": -0.050161098788274794, "alpha_spy_p1m": -0.04711770193061582, "alpha_c_p1m": -0.07566822562852482, "bench_spy_p1m": -0.0030433968576589754, "bench_c_p1m": 0.025507126840250027, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.050161098788274794, "alpha_spy_stated": -0.04711770193061582, "alpha_c_stated": -0.07566822562852482, "price_path": [-0.134, -0.1482, -0.167, -0.167, -0.1571, -0.1434, -0.1438, -0.135, -0.1271, -0.1212, -0.1089, -0.1575, -0.1926, -0.1685, -0.1795, -0.1659, -0.1646, -0.1897, -0.1677, -0.158, -0.1523, -0.1654, -0.1786, -0.1651, -0.1709, -0.1779, -0.1863, -0.213, -0.1996, -0.2016, -0.1857, -0.2196, -0.2366, -0.2473, -0.2052, -0.1991, -0.1916, -0.1916, -0.1905, -0.1884, -0.1703, -0.1619, -0.1404, -0.1373, -0.1045, -0.0937, -0.0961, -0.0809, -0.0792, -0.0891, -0.0772, -0.0902, -0.0509, -0.0129, -0.0286, -0.0464, -0.0905, -0.0957, -0.0955, -0.1045, -0.0529, -0.0362, -0.0193, 0.0, 0.0061, 0.0291, 0.0743, 0.0268, 0.0131, 0.0053, 0.0184, 0.0003, -0.0187, -0.0187, -0.0209, -0.0312, -0.0237, -0.0378, 0.0224, 0.0154, -0.0214, -0.0024, -0.0643, -0.0481, -0.0502, -0.0856, -0.0653, -0.0638, -0.0307, -0.0537, -0.0663, -0.0388, -0.0388, -0.0481, -0.0873, -0.0873, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2053563425272549789", "ticker_idx": 1, "ts": "2026-05-10T19:50:48+00:00", "symbol": "TSM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "flipped_to_implicit", "polarity_reversed": false, "quote": "Nvidia and Tsmc will raise their prices", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Agentic AI raises token value, enabling Nvidia and TSMC to raise prices — bullish both.", "resolved_tickers": ["TSM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@MoMoMacro Agentic AI just raised the value of the tokens. Nvidia and Tsmc will raise their prices.", "reply_text": null, "parent_text": "@TradexWhisperer Nah, they raise prices every cycle. The real call is who gets bumped from allocation.", "quoted_text": null, "parent_author": "MoMoMacro", "ret_m1d": 0.017649608362830582, "ret_signed_m1d": 0.017649608362830582, "alpha_spy_m1d": 0.019921995899346956, "alpha_c_m1d": 0.03460232404126484, "bench_spy_m1d": -0.0022723875365163737, "bench_c_m1d": -0.01695271567843426, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.017946319227620133, "ret_signed_p1d": -0.017946319227620133, "alpha_spy_p1d": -0.01643136661303357, "alpha_c_p1d": 0.008185446007048736, "bench_spy_p1d": -0.0015149526145865622, "bench_c_p1d": -0.02613176523466887, "ret_p1w": -0.021233957273030568, "ret_signed_p1w": -0.021233957273030568, "alpha_spy_p1w": -0.020354766611819897, "alpha_c_p1w": 0.031081679349249547, "bench_spy_p1w": -0.0008791906612106715, "bench_c_p1w": -0.052315636622280115, "ret_p1m": 0.057794043945268436, "ret_signed_p1m": 0.057794043945268436, "alpha_spy_p1m": 0.06083744080292741, "alpha_c_p1m": 0.03228691710501841, "bench_spy_p1m": -0.0030433968576589754, "bench_c_p1m": 0.025507126840250027, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.057794043945268436, "alpha_spy_stated": 0.06083744080292741, "alpha_c_stated": 0.03228691710501841, "price_path": [-0.0779, -0.0926, -0.0969, -0.0969, -0.1022, -0.107, -0.1116, -0.0866, -0.0879, -0.0491, -0.0442, -0.0712, -0.0767, -0.0901, -0.1295, -0.1189, -0.1277, -0.1646, -0.1405, -0.1444, -0.126, -0.17, -0.1661, -0.1613, -0.1448, -0.1606, -0.1625, -0.1861, -0.1634, -0.1515, -0.1404, -0.1939, -0.1923, -0.2176, -0.1646, -0.1559, -0.1619, -0.1619, -0.1552, -0.1464, -0.0955, -0.0965, -0.0839, -0.0864, -0.0609, -0.0728, -0.1018, -0.0841, -0.0947, -0.0901, -0.0423, -0.0541, -0.0051, 0.0011, -0.0302, -0.0265, -0.021, -0.017, -0.0072, -0.025, 0.037, 0.0238, 0.0176, 0.0, -0.0179, -0.0117, 0.0326, -0.0005, -0.0212, -0.0295, -0.0072, 0.0065, -0.0, -0.0, 0.0192, 0.045, 0.0502, 0.0344, 0.0769, 0.1042, 0.0795, 0.0998, 0.0263, 0.055, 0.0578, 0.0104, 0.0433, 0.0504, 0.0937, 0.0551, 0.0708, 0.145, 0.145, 0.1588, 0.0813, 0.0813, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2043732695474491398", "ticker_idx": 0, "ts": "2026-04-13T16:46:59+00:00", "symbol": "ASX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Photonics Advanced Packaging is just getting started. Full thesis", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish ASX on photonics advanced packaging trend, citing 21.4% CAGR and full thesis; sector just getting started.", "resolved_tickers": ["ASX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$ASX up ~20% since my last post.\nPhotonics Advanced Packaging is just getting started. Full thesis:\n\nhttps://t.co/VcO8Puj2Jg https://t.co/IPtXqjVTXA", "reply_text": null, "parent_text": null, "quoted_text": "Photonics Packaging Forecast: 21.4% CAGR\n\n$ASX $TSM $AMKR $FN https://t.co/a3lYgtaUrR", "parent_author": null, "ret_m1d": -0.06440674702866689, "ret_signed_m1d": -0.06440674702866689, "alpha_spy_m1d": -0.05472887626369416, "alpha_c_m1d": -0.049835556726777974, "bench_spy_m1d": -0.00967787076497273, "bench_c_m1d": -0.014571190301888914, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.01205279138864035, "ret_signed_p1d": 0.01205279138864035, "alpha_spy_p1d": -0.00013208582120038947, "alpha_c_p1d": -0.0074807578819946485, "bench_spy_p1d": 0.012184877209840739, "bench_c_p1d": 0.019533549270634998, "ret_p1w": 0.10282491631013735, "ret_signed_p1w": 0.10282491631013735, "alpha_spy_p1w": 0.06985602900127663, "alpha_c_p1w": 0.05631434815135572, "bench_spy_p1w": 0.03296888730886072, "bench_c_p1w": 0.04651056815878163, "ret_p1m": 0.2911487670194053, "ret_signed_p1m": 0.2911487670194053, "alpha_spy_p1m": 0.21524147443920438, "alpha_c_p1m": 0.025190349921741628, "bench_spy_p1m": 0.0759072925802009, "bench_c_p1m": 0.26595841709766366, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.2911487670194053, "alpha_spy_stated": 0.21524147443920438, "alpha_c_stated": 0.025190349921741628, "price_path": [-0.2889, -0.2772, -0.2689, -0.2689, -0.2881, -0.2851, -0.2821, -0.2697, -0.2531, -0.2441, -0.2369, -0.255, -0.2851, -0.2689, -0.2697, -0.2847, -0.2369, -0.2132, -0.1657, -0.1529, -0.1058, -0.1164, -0.1186, -0.1186, -0.116, -0.1209, -0.1269, -0.0976, -0.1156, -0.0652, -0.0542, -0.0874, -0.0851, -0.0885, -0.1597, -0.1676, -0.1691, -0.2045, -0.1842, -0.1823, -0.1751, -0.2094, -0.1902, -0.1895, -0.1778, -0.1842, -0.1751, -0.1974, -0.1834, -0.1891, -0.1563, -0.1928, -0.1902, -0.2132, -0.1834, -0.1533, -0.1608, -0.1608, -0.1507, -0.1642, -0.0908, -0.0768, -0.0644, 0.0, 0.0121, 0.0256, 0.0395, 0.0768, 0.1028, 0.1149, 0.1281, 0.1228, 0.2053, 0.162, 0.133, 0.1522, 0.1831, 0.1898, 0.2158, 0.2595, 0.2866, 0.2557, 0.2893, 0.3296, 0.2911, 0.336, 0.3277, 0.2734, 0.1921, 0.1635, 0.1936, 0.2294, 0.3111, 0.3111, 0.467, 0.4716, 0.5292, 0.4444, 0.4377, 0.4787, 0.5032, 0.4463, 0.2817, 0.3379, 0.3213, 0.2919, 0.3861, 0.4358, 0.4501, 0.3876, 0.4102, 0.5277, 0.5277, 0.6429, 0.4979, 0.4979, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2045018197838139875", "ticker_idx": 0, "ts": "2026-04-17T05:55:07+00:00", "symbol": "AMD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "AMD's GPU/CPU combo can be a major edge in certain AI inference applications... Together they deliver a full-stack, optimized system (CPU + GPU + ROCm software) that maximizes efficiency for production inference at scale", "tweet_type": "analysis", "timeline": "quarters", "summary": "Long AMD on GPU/CPU combo edge in AI inference: EPYC+Instinct stack reduces bottlenecks, improves TCO, appeals to hyperscalers avoiding lock-in; Helios rack-scale with Meta partnership from H2 2026.", "resolved_tickers": ["AMD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$AMD's AMD's GPU/CPU combo can be a major edge in certain AI inference applications.\n\nGPU-heavy part: Running the core LLM forward passes (matrix multiplications, attention, etc.) on large models. AMD's Instinct series (MI300X, MI325X, MI350X/MI355X) excels here with massive HBM3E memory (up to 288GB per GPU), high bandwidth, and support for efficient low-precision formats like FP8, FP4, and MXFP6. These deliver strong tokens-per-second results in MLPerf Inference benchmarks, often competitive with or better than Nvidia equivalents in cost-per-token or high-concurrency scenarios\n\nCPU-heavy part: Orchestration, request scheduling, pre/post-processing (tokenization, detokenization, RAG retrieval), agentic workflows (tool calling, looping, planning), and keeping GPUs fully utilized without bottlenecks. High-frequency or high-core EPYC CPUs shine here, reducing latency (e.g., time-to-first-token) and improving overall throughput. \n\nTogether they deliver a full-stack, optimized system (CPU + GPU + ROCm software) that maximizes efficiency for production inference at scale, reducing bottlenecks, improving TCO, and appealing to hyperscalers avoiding vendor lock-in.\n\nIt provides a \"one-vendor\" optimized stack (CPU + GPU + software + networking), reducing integration headaches for customers. This appeals to hyperscalers and enterprises seeking alternatives to single-vendor lock-in.\n\n2026+: Helios rack-scale architecture integrates next-gen EPYC \"Venice\" (Zen 6, up to 256 cores), MI400-series GPUs (MI450/MI455), and Pensando networking. This is designed for massive training + distributed inference at rack level, with partnerships like Meta (up to 6GW of custom MI450-based GPUs starting H2 2026). AMD positions this as highly competitive for agentic AI and inference at scale.", "reply_text": null, "parent_text": null, "quoted_text": "$AMD $INTC AI Inference & Agentic AI Tailwind. Is Market finally pricing in the CPU necessity?\n\n-AMD CEO Lisa Su disclosed at the March 2026 Morgan Stanley TMT Conference that server CPU demand has \"far exceeded\" prior forecasts.\n\n-Meta and AMD announced a five year, $60 billion https://t.co/F21QcDSkXM", "parent_author": null, "ret_m1d": -0.0004669883112606854, "ret_signed_m1d": -0.0004669883112606854, "alpha_spy_m1d": 0.011474378183305434, "alpha_c_m1d": 0.019698505904725994, "bench_spy_m1d": -0.011941366494566119, "bench_c_m1d": -0.02016549421598668, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.012356773807962962, "ret_signed_p1d": -0.012356773807962962, "alpha_spy_p1d": -0.010357038692943465, "alpha_c_p1d": -0.011925861610761146, "bench_spy_p1d": -0.0019997351150194964, "bench_c_p1d": -0.00043091219720181595, "ret_p1w": 0.24936233074962377, "ret_signed_p1w": 0.24936233074962377, "alpha_spy_p1w": 0.24401129223074625, "alpha_c_p1w": 0.15827305453944196, "bench_spy_p1w": 0.005351038518877527, "bench_c_p1w": 0.09108927621018181, "ret_p1m": 0.5122309281315951, "ret_signed_p1m": 0.5122309281315951, "alpha_spy_p1m": 0.47208396436060496, "alpha_c_p1m": 0.3355677756939397, "bench_spy_p1m": 0.04014696377099014, "bench_c_p1m": 0.1766631524376554, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.1669, -0.1027, -0.0886, -0.0672, -0.0973, -0.0947, -0.0921, -0.0941, -0.1496, -0.1154, -0.1303, -0.2809, -0.3085, -0.2513, -0.2241, -0.2328, -0.2328, -0.2602, -0.2553, -0.2553, -0.2705, -0.2812, -0.2695, -0.281, -0.2938, -0.2319, -0.2426, -0.2684, -0.2808, -0.2865, -0.3141, -0.2741, -0.2836, -0.3088, -0.272, -0.27, -0.2642, -0.2897, -0.3053, -0.2939, -0.2948, -0.2835, -0.2627, -0.2768, -0.272, -0.2623, -0.2088, -0.268, -0.2744, -0.2958, -0.2693, -0.2449, -0.2187, -0.2187, -0.2091, -0.2042, -0.1673, -0.15, -0.1198, -0.1134, -0.0838, -0.0728, -0.0005, 0.0, -0.0124, 0.0219, 0.0901, 0.0968, 0.2494, 0.202, 0.161, 0.2109, 0.2734, 0.2951, 0.2268, 0.2761, 0.5137, 0.4672, 0.6351, 0.648, 0.6103, 0.6003, 0.6154, 0.5234, 0.5122, 0.4873, 0.6077, 0.615, 0.6793, 0.6793, 0.81, 0.78, 0.861, 0.8539, 0.8324, 0.8734, 0.9488, 0.8794, 0.6753, 0.7613, 0.7081, 0.6251, 0.7546, 0.8376, 0.9658, 0.8222, 0.8409, 0.9303, 0.9303, 0.9815, 0.8673, 0.8673, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2043766483667562910", "ticker_idx": 0, "ts": "2026-04-13T19:01:15+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I am bullish but I think you beat me to it. PE Expansion Thesis will be the greatest test and stress to Micron but it has a decent chance and I am playing it.", "tweet_type": "prediction", "timeline": "months", "summary": "Bullish MU, playing the PE expansion thesis; endorses 18-24 month rerating scenario.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@maverick98776 I am bullish but I think you beat me to it. PE Expansion Thesis will be the greatest test and stress to Micron but it has a decent chance and I am playing it.", "reply_text": null, "parent_text": "@TradexWhisperer man Why people are so affraid than in 18-24 month MU can be --  1600-2000$?.. almost looking like Micron will die.. \n\nIt only cyclical.. it cant growth higher.. the day market will Agree than it not cyclical than the cycle will last 15+ year.. \n\nMU will be at 20-25 pe.=1600-2000$", "quoted_text": null, "parent_author": "maverick98776", "ret_m1d": -0.01399568936344775, "ret_signed_m1d": -0.01399568936344775, "alpha_spy_m1d": -0.004317818598475021, "alpha_c_m1d": 0.0005755009384411647, "bench_spy_m1d": -0.00967787076497273, "bench_c_m1d": -0.014571190301888914, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.09166355571854745, "ret_signed_p1d": 0.09166355571854745, "alpha_spy_p1d": 0.07947867850870671, "alpha_c_p1d": 0.07213000644791245, "bench_spy_p1d": 0.012184877209840739, "bench_c_p1d": 0.019533549270634998, "ret_p1w": 0.05124722429261053, "ret_signed_p1w": 0.05124722429261053, "alpha_spy_p1w": 0.01827833698374981, "alpha_c_p1w": 0.004736656133828898, "bench_spy_p1w": 0.03296888730886072, "bench_c_p1w": 0.04651056815878163, "ret_p1m": 0.797121205638941, "ret_signed_p1m": 0.797121205638941, "alpha_spy_p1m": 0.72121391305874, "alpha_c_p1m": 0.5311627885412773, "bench_spy_p1m": 0.0759072925802009, "bench_c_p1m": 0.26595841709766366, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.797121205638941, "alpha_spy_stated": 0.72121391305874, "alpha_c_stated": 0.5311627885412773, "price_path": [-0.2188, -0.2112, -0.1499, -0.1499, -0.1447, -0.0882, -0.0683, -0.0635, -0.0882, -0.0387, 0.02, 0.0212, -0.0278, 0.0259, -0.0171, -0.1109, -0.1028, -0.0751, -0.1013, -0.1253, -0.0384, -0.0299, -0.0353, -0.0353, -0.0632, -0.0136, -0.022, 0.0034, -0.0135, -0.0205, 0.0053, -0.0262, -0.0337, -0.033, -0.1103, -0.0609, -0.0696, -0.1323, -0.0877, -0.0554, -0.0189, -0.0501, -0.0014, 0.0353, 0.0819, 0.082, 0.0411, -0.009, -0.0525, -0.0731, -0.1046, -0.167, -0.1629, -0.2456, -0.208, -0.1376, -0.1414, -0.1414, -0.1144, -0.1148, -0.0465, -0.0118, -0.014, 0.0, 0.0917, 0.0696, 0.0719, 0.0668, 0.0512, 0.0535, 0.1428, 0.1293, 0.1645, 0.2297, 0.1822, 0.2154, 0.2124, 0.2711, 0.3514, 0.5008, 0.5627, 0.5159, 0.7508, 0.8645, 0.7971, 0.884, 0.8192, 0.6988, 0.5978, 0.6381, 0.716, 0.7866, 0.7606, 0.7606, 1.1002, 1.1765, 1.165, 1.2764, 1.4276, 1.4946, 1.5309, 1.335, 1.0255, 1.2254, 1.194, 1.0909, 1.3347, 1.3012, 1.5506, 1.393, 1.4456, 1.6585, 1.6585, 1.8399, 1.4657, 1.4657, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2040475937322750416", "ticker_idx": 0, "ts": "2026-04-04T17:05:48+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Unbelievable. DDR3 contract prices are going up. Three generations old. The memory nobody was supposed to need anymore. Demand is so overwhelming it's flowing backward through the supply chain. I've never seen anything like this before. Ever.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish MU: DDR3 prices rising despite obsolescence signals overwhelmingly strong memory demand flowing backward through supply chain.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU $DRAM Unbelievable. DDR3 contract prices are going up. Three generations old. The memory nobody was supposed to need anymore.\n\nDemand is so overwhelming it's flowing backward through the supply chain.\n\nI've never seen anything like this before. Ever. https://t.co/jaSdoBbqXh", "reply_text": null, "parent_text": null, "quoted_text": "$MU Signs of structural memory transformation during earnings today. Must Read 👇\n\nAutomotive: \"The average car today has less than L2 ADAS capability, containing approximately 16GB of DRAM, while vehicles with L4 autonomy require over 300GB.\"\n\nRobots: \"Humanoid robots will be https://t.co/9rKtVnPhcB", "parent_author": null, "ret_m1d": -0.030495603646339964, "ret_signed_m1d": -0.030495603646339964, "alpha_spy_m1d": -0.025790996511681596, "alpha_c_m1d": -0.02125270359945919, "bench_spy_m1d": -0.004704607134658367, "bench_c_m1d": -0.009242900046880775, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.00047655439619209705, "ret_signed_p1d": -0.00047655439619209705, "alpha_spy_p1d": -0.0009165549608193269, "alpha_c_p1d": -0.010376000836410548, "bench_spy_p1d": 0.0004400005646272298, "bench_c_p1d": 0.009899446440218451, "ret_p1w": 0.12918251411324855, "ret_signed_p1w": 0.12918251411324855, "alpha_spy_p1w": 0.08794903781533048, "alpha_c_p1w": 0.00958055432342042, "bench_spy_p1w": 0.04123347629791807, "bench_c_p1w": 0.11960195978982813, "ret_p1m": 0.6947267991766328, "ret_signed_p1m": 0.6947267991766328, "alpha_spy_p1m": 0.5963248240217132, "alpha_c_p1m": 0.3747359210020953, "bench_spy_p1m": 0.09840197515491966, "bench_c_p1m": 0.31999087817453753, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.6947267991766328, "alpha_spy_stated": 0.5963248240217132, "alpha_c_stated": 0.3747359210020953, "price_path": [-0.1015, -0.1347, -0.0869, -0.0848, -0.1053, -0.1179, -0.1093, -0.0401, -0.0401, -0.0342, 0.0296, 0.052, 0.0575, 0.0296, 0.0855, 0.1518, 0.1531, 0.0978, 0.1585, 0.1099, 0.0039, 0.0132, 0.0444, 0.0148, -0.0124, 0.0858, 0.0954, 0.0893, 0.0893, 0.0578, 0.1139, 0.1043, 0.133, 0.1139, 0.1061, 0.1352, 0.0996, 0.0912, 0.092, 0.0047, 0.0605, 0.0506, -0.0202, 0.0302, 0.0667, 0.1079, 0.0726, 0.1276, 0.169, 0.2217, 0.2218, 0.1756, 0.119, 0.0699, 0.0466, 0.011, -0.0594, -0.0548, -0.1481, -0.1057, -0.0262, -0.0305, -0.0305, 0.0, -0.0005, 0.0767, 0.1158, 0.1134, 0.1292, 0.2327, 0.2077, 0.2104, 0.2047, 0.187, 0.1896, 0.2904, 0.2752, 0.3149, 0.3886, 0.3349, 0.3725, 0.369, 0.4353, 0.526, 0.6947, 0.7646, 0.7117, 0.9769, 1.1054, 1.0293, 1.1274, 1.0542, 0.9183, 0.8042, 0.8497, 0.9377, 1.0174, 0.988, 0.988, 1.3716, 1.4577, 1.4447, 1.5704, 1.7412, 1.8169, 1.8578, 1.6366, 1.2872, 1.5129, 1.4775, 1.361, 1.6363, 1.5985, 1.8801, 1.7021, 1.7615, 2.0019, 2.0019, 2.2067, 1.7842, 1.7842, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2045005534223532120", "ticker_idx": 0, "ts": "2026-04-17T05:04:48+00:00", "symbol": "TSM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "TSMC is doubling down on both wafer-level scaling (CoWoS + SoIC) for highest-performance needs and developing panel-level CoPoS for cost-effective, larger-form-factor solutions. This dual-track strategy aims to maintain dominance in advanced packaging amid explosive AI demand", "tweet_type": "analysis", "timeline": "quarters", "summary": "Bullish TSM: dual-track CoWoS+CoPoS strategy and capacity ramp to 170k WPM by 2027 maintain dominance in advanced packaging despite Intel competition.", "resolved_tickers": ["TSM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$TSM $INTC\n\nDuring TSMC's Q1 2026 earnings call, TSMC responded to growing interest in rival Intel’s EMIB advanced packaging technology by reaffirming that its CoWoS (Chip on Wafer on Substrate) platform offers the industry’s largest reticle-size packaging solutions. \n\nCoWoS is heavily used with HBM. In fact, it's the dominant advanced packaging technology that enables High Bandwidth Memory (HBM) to be tightly integrated with AI accelerators and GPUs.\n\nTogether with its SoIC (System-on-Integrated-Chips) technology, TSMC stated it remains confident in providing customers with the best options for high-performance AI applications\n\nCoWoS Positioning: CoWoS is described as TSMC’s primary advanced packaging approach. The company emphasized its leadership in maximum reticle size, even as AI chip and package sizes continue to grow rapidly.\n\nCapacity Expansion:\n\n-Expected to reach 115,000–140,000 wafers per month by the end of 2026.\n-Further ramp to approximately 170,000 wafers per month in 2027.\n-New capacity will be concentrated in facilities in Tainan and Chiayi.\n\nCoPoS Advances (Chip-on-Panel-on-Substrate, also referred to as panel-level packaging):Pilot line: Major equipment installation completed in February 2026; full line setup targeted for June 2026.\n\nMass production: Expected as early as 2028–2029, with broader adoption in subsequent years.\n\nAdvantages: Overcomes traditional reticle-size limitations of wafer-based packaging, improves output efficiency per unit area, and significantly lowers packaging costs. It is positioned as especially suitable for very large AI ASICs and GPUs.\n\nTSMC is doubling down on both wafer-level scaling (CoWoS + SoIC) for highest-performance needs and developing panel-level CoPoS for cost-effective, larger-form-factor solutions. This dual-track strategy aims to maintain dominance in advanced packaging amid explosive AI demand while addressing size, cost, and capacity constraints that are pushing some customers to explore Intel’s offerings.", "reply_text": null, "parent_text": null, "quoted_text": "$TSM Advanced packaging capacity is maxed out.\n\n$INTC Intel's advanced packaging business is gaining interest as an alternative to TSMC especially in the AI chip segment.\n\nGoogle and Amazon are in active discussions with Intel for advanced packaging services for their custom https://t.co/QJcvAhD9EJ", "parent_author": null, "ret_m1d": -0.019298261691806262, "ret_signed_m1d": -0.019298261691806262, "alpha_spy_m1d": -0.007356895197240143, "alpha_c_m1d": 0.0008672325241804169, "bench_spy_m1d": -0.011941366494566119, "bench_c_m1d": -0.02016549421598668, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.011498013693489795, "ret_signed_p1d": -0.011498013693489795, "alpha_spy_p1d": -0.009498278578470298, "alpha_c_p1d": -0.011067101496287979, "bench_spy_p1d": -0.0019997351150194964, "bench_c_p1d": -0.00043091219720181595, "ret_p1w": 0.08626177007456715, "ret_signed_p1w": 0.08626177007456715, "alpha_spy_p1w": 0.08091073155568962, "alpha_c_p1w": -0.004827506135614668, "bench_spy_p1w": 0.005351038518877527, "bench_c_p1w": 0.09108927621018181, "ret_p1m": 0.06869102578487318, "ret_signed_p1m": 0.06869102578487318, "alpha_spy_p1m": 0.028544062013883043, "alpha_c_p1m": -0.10797212665278222, "bench_spy_p1m": 0.04014696377099014, "bench_c_p1m": 0.1766631524376554, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.1195, -0.1223, -0.1189, -0.0987, -0.1045, -0.0894, -0.0787, -0.0861, -0.1103, -0.0812, -0.0963, -0.1233, -0.1098, -0.0611, -0.0434, -0.0259, 0.0069, -0.0093, -0.014, -0.014, -0.0198, -0.025, -0.03, -0.0027, -0.004, 0.0382, 0.0436, 0.0142, 0.0082, -0.0066, -0.0496, -0.038, -0.0476, -0.0879, -0.0615, -0.0658, -0.0457, -0.0938, -0.0894, -0.0843, -0.0662, -0.0835, -0.0856, -0.1114, -0.0865, -0.0735, -0.0614, -0.1198, -0.1181, -0.1457, -0.0879, -0.0783, -0.0849, -0.0849, -0.0776, -0.068, -0.0124, -0.0135, 0.0003, -0.0025, 0.0253, 0.0124, -0.0193, 0.0, -0.0115, -0.0065, 0.0457, 0.0328, 0.0863, 0.0931, 0.0589, 0.063, 0.069, 0.0733, 0.084, 0.0645, 0.1323, 0.1178, 0.1111, 0.0919, 0.0723, 0.0791, 0.1274, 0.0914, 0.0687, 0.0597, 0.084, 0.0989, 0.0918, 0.0918, 0.1129, 0.141, 0.1467, 0.1294, 0.1758, 0.2056, 0.1787, 0.2009, 0.1206, 0.152, 0.155, 0.1032, 0.1392, 0.1469, 0.1942, 0.152, 0.1691, 0.2502, 0.2502, 0.2652, 0.1806, 0.1806, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2047740586430791830", "ticker_idx": 0, "ts": "2026-04-24T18:12:55+00:00", "symbol": "TSM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Now I am calling $3 trillion", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish TSM to $3T market cap; author had previously called $2T and now raises target.", "resolved_tickers": ["TSM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$TSM is now the 6th largest company on Earth. $2.1 trillion market cap. Larger than $AVGO and $META.\n\nThe world runs on TSMC silicon. Own the foundry. Own the future.\n\nI called $2 trillion 8 months ago. Now I am calling $3 trillion. https://t.co/kwe30JgOn2", "reply_text": null, "parent_text": null, "quoted_text": "🟦 If $NVDA is the King of AI Chips, then $TSM is the Queen. In time, it will likely become a $2 trillion company.\n\nLast four (W) BLUE candles combined have yielded a 116% return and ongoing.\n\n230+ Daily BLUE Candle Alerts. Free Trial:\nhttps://t.co/XLFioz4kni https://t.co/wcVGE9HPKd", "parent_author": null, "ret_m1d": -0.04919739663997791, "ret_signed_m1d": -0.04919739663997791, "alpha_spy_m1d": -0.041507677414968414, "alpha_c_m1d": -0.0006427875661506599, "bench_spy_m1d": -0.007689719225009495, "bench_c_m1d": -0.04855460907382725, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.006261535212024549, "ret_signed_p1d": 0.006261535212024549, "alpha_spy_p1d": 0.004538747374460916, "alpha_c_p1d": 0.0066169429106928135, "bench_spy_p1d": 0.001722787837563633, "bench_c_p1d": -0.00035540769866826416, "ret_p1w": -0.011901728031100123, "ret_signed_p1w": -0.011901728031100123, "alpha_spy_p1w": -0.021300264227129717, "alpha_c_p1w": -0.018575776025963164, "bench_spy_p1w": 0.009398536196029594, "bench_c_p1w": 0.0066740479948630416, "ret_p1m": 0.005118569229741299, "ret_signed_p1m": 0.005118569229741299, "alpha_spy_p1m": -0.039282901705370854, "alpha_c_p1m": -0.13286422151731747, "bench_spy_p1m": 0.04440147093511215, "bench_c_p1m": 0.13798279074705877, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.005118569229741299, "alpha_spy_stated": -0.039282901705370854, "alpha_c_stated": -0.13286422151731747, "price_path": [-0.1617, -0.1519, -0.1587, -0.181, -0.1542, -0.1681, -0.1929, -0.1805, -0.1356, -0.1194, -0.1033, -0.0731, -0.0879, -0.0923, -0.0923, -0.0976, -0.1024, -0.107, -0.0819, -0.0831, -0.0442, -0.0393, -0.0664, -0.0719, -0.0854, -0.125, -0.1144, -0.1232, -0.1603, -0.136, -0.14, -0.1215, -0.1657, -0.1618, -0.157, -0.1403, -0.1563, -0.1582, -0.1819, -0.159, -0.1471, -0.1359, -0.1897, -0.1881, -0.2136, -0.1603, -0.1515, -0.1576, -0.1576, -0.1508, -0.142, -0.0908, -0.0919, -0.0792, -0.0817, -0.0561, -0.068, -0.0972, -0.0794, -0.09, -0.0854, -0.0373, -0.0492, 0.0, 0.0063, -0.0251, -0.0214, -0.0159, -0.0119, -0.0021, -0.02, 0.0423, 0.029, 0.0229, 0.0052, -0.0129, -0.0066, 0.0379, 0.0047, -0.0162, -0.0245, -0.0021, 0.0117, 0.0051, 0.0051, 0.0245, 0.0504, 0.0557, 0.0397, 0.0824, 0.1099, 0.0851, 0.1055, 0.0316, 0.0605, 0.0633, 0.0156, 0.0487, 0.0558, 0.0993, 0.0605, 0.0763, 0.1509, 0.1509, 0.1647, 0.0868, 0.0868, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2035156552651599924", "ticker_idx": 0, "ts": "2026-03-21T00:48:28+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Micron is going to create revenue and profit like it never did before", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish MU: expects unprecedented revenue and profit growth ahead.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@Wilforfeit1 Micron is going to create revenue and profit like it never did before.", "reply_text": null, "parent_text": "@TradexWhisperer Everyone has an opinion. Mine is $MU is going to the moon……….I have friends making similar speculative comments as they dump 100K+ into companies who might create revenue in the future. 🤷‍♂️ Buying more.", "quoted_text": null, "parent_author": "Wilforfeit1", "ret_m1d": 0.04587608576961788, "ret_signed_m1d": 0.04587608576961788, "alpha_spy_m1d": 0.05626697277273662, "alpha_c_m1d": 0.06279144596220554, "bench_spy_m1d": -0.010390887003118743, "bench_c_m1d": -0.01691536019258766, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.021812755900196712, "ret_signed_p1d": -0.021812755900196712, "alpha_spy_p1d": -0.018455941423019206, "alpha_c_p1d": -0.030066054927246122, "bench_spy_p1d": -0.0033568144771775055, "bench_c_p1d": 0.00825329902704941, "ret_p1w": -0.2038205167448306, "ret_signed_p1w": -0.2038205167448306, "alpha_spy_p1w": -0.168100768924211, "alpha_c_p1w": -0.13015435860051405, "bench_spy_p1w": -0.035719747820619596, "bench_c_p1w": -0.07366615814431654, "ret_p1m": 0.11183080685194713, "ret_signed_p1m": 0.11183080685194713, "alpha_spy_p1m": 0.037522725007372415, "alpha_c_p1m": -0.07546483157337813, "bench_spy_p1m": 0.07430808184457471, "bench_c_p1m": 0.18729563842532526, "ret_p3m": 1.8056544396831904, "ret_signed_p3m": 1.8056544396831904, "alpha_spy_p3m": 1.6633190446926047, "alpha_c_p3m": 1.119534167857148, "bench_spy_p3m": 0.14233539499058567, "bench_c_p3m": 0.6861202718260424, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.11183080685194713, "alpha_spy_stated": 0.037522725007372415, "alpha_c_stated": -0.07546483157337813, "price_path": [-0.2913, -0.2913, -0.296, -0.272, -0.2763, -0.2942, -0.2942, -0.2199, -0.228, -0.1507, -0.1603, -0.1912, -0.1466, -0.1446, -0.1638, -0.1756, -0.1675, -0.1029, -0.1029, -0.0973, -0.0377, -0.0167, -0.0116, -0.0377, 0.0146, 0.0765, 0.0778, 0.026, 0.0827, 0.0373, -0.0617, -0.0531, -0.0239, -0.0516, -0.0769, 0.0148, 0.0238, 0.0181, 0.0181, -0.0113, 0.0411, 0.0322, 0.0589, 0.0411, 0.0338, 0.061, 0.0277, 0.0198, 0.0206, -0.061, -0.0089, -0.0181, -0.0842, -0.0372, -0.0031, 0.0355, 0.0025, 0.0539, 0.0926, 0.1418, 0.1419, 0.0987, 0.0459, 0.0, -0.0218, -0.0551, -0.1209, -0.1166, -0.2038, -0.1641, -0.0899, -0.0939, -0.0939, -0.0654, -0.0658, 0.0063, 0.0429, 0.0406, 0.0554, 0.1521, 0.1288, 0.1313, 0.1259, 0.1095, 0.1118, 0.2061, 0.1918, 0.229, 0.2978, 0.2477, 0.2827, 0.2795, 0.3415, 0.4262, 0.5839, 0.6492, 0.5999, 0.8477, 0.9678, 0.8966, 0.9883, 0.92, 0.7929, 0.6862, 0.7288, 0.811, 0.8855, 0.8581, 0.8581, 1.2165, 1.297, 1.2849, 1.4024, 1.562, 1.6327, 1.671, 1.4642, 1.1377, 1.3487, 1.3155, 1.2066, 1.4639, 1.4286, 1.6918, 1.5255, 1.581, 1.8057, 1.8057, 1.9971, 1.6022, 1.6022, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2033136128652640614", "ticker_idx": 0, "ts": "2026-03-15T11:00:01+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Yes. And so will Micron. All three memory giants entering the top 10 in the next 5-10 years is reasonable.", "tweet_type": "prediction", "timeline": "years", "summary": "All three memory giants (MU, Samsung, SK Hynix) to crack top-10 market cap in 5-10 years as AI reprices memory from commodity to cornerstone.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU Q: Will Samsung/SK Hynix crack the top 10 market cap?\n\nYes. And so will Micron.\n\nAll three memory giants entering the top 10 in the next 5-10 years is reasonable. AI inference doesn't run without HBM. Data centers don't scale without DRAM\n\nThe world is about to reprice memory from commodity to cornerstone as AI adoption reaches all 8 billion people on this planet.\n\nWe're early.", "reply_text": null, "parent_text": null, "quoted_text": "$MU I worked 21 years as an HBM, DRAM & NAND engineer.\n\nAMA is open. Ask me anything.\n\nI'll drop rare insights where I can. https://t.co/mNyHOKVofa", "parent_author": null, "ret_m1d": -0.03546847335497094, "ret_signed_m1d": -0.03546847335497094, "alpha_spy_m1d": -0.025394133540871833, "alpha_c_m1d": -0.018739120616264038, "bench_spy_m1d": -0.01007433981409911, "bench_c_m1d": -0.016729352738706904, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.045020383429470456, "ret_signed_p1d": 0.045020383429470456, "alpha_spy_p1d": 0.04238983843836497, "alpha_c_p1d": 0.03750618929314964, "bench_spy_p1d": 0.002630544991105488, "bench_c_p1d": 0.0075141941363208176, "ret_p1w": -0.08476684429074977, "ret_signed_p1w": -0.08476684429074977, "alpha_spy_p1w": -0.06703941798397917, "alpha_c_p1w": -0.07826799176001509, "bench_spy_p1w": -0.0177274263067706, "bench_c_p1w": -0.006498852530734678, "ret_p1m": 0.05444914916034849, "ret_signed_p1m": 0.05444914916034849, "alpha_spy_p1m": 0.013604073054120036, "alpha_c_p1m": -0.09299191651914529, "bench_spy_p1m": 0.04084507610622845, "bench_c_p1m": 0.14744106567949378, "ret_p3m": 1.2550664879253932, "ret_signed_p3m": 1.2550664879253932, "alpha_spy_p3m": 1.1493241188170638, "alpha_c_p3m": 0.7079249580908438, "bench_spy_p3m": 0.10574236910832946, "bench_c_p3m": 0.5471415298345494, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.4897, -0.4376, -0.3983, -0.3742, -0.3749, -0.3514, -0.3514, -0.3556, -0.3337, -0.3376, -0.354, -0.354, -0.2861, -0.2935, -0.2227, -0.2314, -0.2598, -0.2189, -0.2171, -0.2347, -0.2455, -0.238, -0.1789, -0.1789, -0.1738, -0.1193, -0.1001, -0.0954, -0.1193, -0.0714, -0.0148, -0.0136, -0.0609, -0.0091, -0.0506, -0.1412, -0.1333, -0.1066, -0.132, -0.1552, -0.0712, -0.063, -0.0682, -0.0682, -0.0951, -0.0472, -0.0553, -0.0309, -0.0471, -0.0538, -0.029, -0.0594, -0.0666, -0.0659, -0.1406, -0.0929, -0.1013, -0.1618, -0.1188, -0.0876, -0.0523, -0.0825, -0.0355, 0.0, 0.045, 0.0451, 0.0056, -0.0428, -0.0848, -0.1047, -0.1352, -0.1954, -0.1914, -0.2713, -0.235, -0.167, -0.1707, -0.1707, -0.1446, -0.145, -0.079, -0.0455, -0.0476, -0.0341, 0.0544, 0.0331, 0.0354, 0.0305, 0.0154, 0.0176, 0.1039, 0.0908, 0.1248, 0.1878, 0.1419, 0.174, 0.1711, 0.2278, 0.3053, 0.4497, 0.5094, 0.4642, 0.6911, 0.801, 0.7359, 0.8198, 0.7572, 0.6409, 0.5433, 0.5822, 0.6575, 0.7257, 0.7006, 0.7006, 1.0286, 1.1023, 1.0912, 1.1988, 1.3448, 1.4096, 1.4446, 1.2554, 0.9565, 1.1496, 1.1192, 1.0196, 1.2551, 1.2228, 1.4637, 1.3114, 1.3622, 1.5678, 1.5678, 1.7431, 1.3816, 1.3816, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2033136128652640614", "ticker_idx": 1, "ts": "2026-03-15T11:00:01+00:00", "symbol": "Samsung", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Will Samsung/SK Hynix crack the top 10 market cap? Yes.", "tweet_type": "prediction", "timeline": "years", "summary": "All three memory giants (MU, Samsung, SK Hynix) to crack top-10 market cap in 5-10 years as AI reprices memory from commodity to cornerstone.", "resolved_tickers": ["005930.KS"], "resolution_method": "exchange_ticker", "resolution_reason": "Samsung in memory context = Samsung Electronics 005930.KS", "bench_c": "XLK", "bench_c_reason": "industry='Consumer Electronics'", "bench_c_industry": "Consumer Electronics", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU Q: Will Samsung/SK Hynix crack the top 10 market cap?\n\nYes. And so will Micron.\n\nAll three memory giants entering the top 10 in the next 5-10 years is reasonable. AI inference doesn't run without HBM. Data centers don't scale without DRAM\n\nThe world is about to reprice memory from commodity to cornerstone as AI adoption reaches all 8 billion people on this planet.\n\nWe're early.", "reply_text": null, "parent_text": null, "quoted_text": "$MU I worked 21 years as an HBM, DRAM & NAND engineer.\n\nAMA is open. Ask me anything.\n\nI'll drop rare insights where I can. https://t.co/mNyHOKVofa", "parent_author": null, "ret_m1d": -0.027557002635693828, "ret_signed_m1d": -0.027557002635693828, "alpha_spy_m1d": -0.01748266282159472, "alpha_c_m1d": -0.013289904078252923, "bench_spy_m1d": -0.01007433981409911, "bench_c_m1d": -0.014267098557440905, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.027556919660915336, "ret_signed_p1d": 0.027556919660915336, "alpha_spy_p1d": 0.024926374669809848, "alpha_c_p1d": 0.02208065515533386, "bench_spy_p1d": 0.002630544991105488, "bench_c_p1d": 0.005476264505581474, "ret_p1w": -0.012718622983764694, "ret_signed_p1w": -0.012718622983764694, "alpha_spy_p1w": 0.005008803323005906, "alpha_c_p1w": -0.0007592575144746982, "bench_spy_p1w": -0.0177274263067706, "bench_c_p1w": -0.011959365469289995, "ret_p1m": 0.09659467360003915, "ret_signed_p1m": 0.09659467360003915, "alpha_spy_p1m": 0.0557495974938107, "alpha_c_p1m": 0.029265475111296846, "bench_spy_p1m": 0.04084507610622845, "bench_c_p1m": 0.0673291984887423, "ret_p3m": 0.5878053627429138, "ret_signed_p3m": 0.5878053627429138, "alpha_spy_p3m": 0.4820629936345844, "alpha_c_p3m": 0.26601690376700815, "bench_spy_p3m": 0.10574236910832946, "bench_c_p3m": 0.3217884589759057, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.431, -0.4325, -0.4394, -0.4172, -0.412, -0.4141, -0.4141, -0.383, -0.3667, -0.3646, -0.3646, -0.3646, -0.319, -0.2682, -0.2639, -0.2528, -0.2644, -0.2634, -0.2644, -0.2708, -0.2565, -0.2374, -0.2109, -0.2088, -0.2305, -0.2077, -0.1929, -0.194, -0.194, -0.1547, -0.1394, -0.1484, -0.1494, -0.203, -0.1123, -0.1039, -0.1558, -0.1595, -0.1182, -0.1214, -0.1108, -0.0535, -0.0397, -0.0397, -0.0397, -0.0397, 0.0069, 0.0074, 0.0228, 0.0599, 0.0784, 0.1553, 0.1473, 0.1473, 0.0339, -0.0874, 0.0154, -0.0026, -0.0806, -0.0042, 0.0069, -0.0042, -0.0276, 0.0, 0.0276, 0.1049, 0.0625, 0.0567, -0.0127, 0.0053, 0.0016, -0.0456, -0.0456, -0.0638, -0.1121, 0.0071, -0.0526, -0.0112, 0.0254, 0.0435, 0.1178, 0.0833, 0.0939, 0.0674, 0.0966, 0.1205, 0.155, 0.147, 0.1391, 0.163, 0.155, 0.1922, 0.1656, 0.1922, 0.1789, 0.2001, 0.1709, 0.1709, 0.2347, 0.2347, 0.4126, 0.4418, 0.4258, 0.5161, 0.4816, 0.5081, 0.5719, 0.4365, 0.4922, 0.463, 0.4657, 0.5905, 0.5533, 0.5533, 0.5878, 0.6303, 0.5905, 0.6834, 0.8533, 0.9144, 0.9144, 0.8666, 0.7471, 0.5692, 0.7099, 0.6064, 0.5878, 0.7126, 0.7896, 0.8215, 0.84, 0.925, 0.8799, 0.8772, 0.6462, 0.8082, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2033136128652640614", "ticker_idx": 2, "ts": "2026-03-15T11:00:01+00:00", "symbol": "SK Hynix", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Will Samsung/SK Hynix crack the top 10 market cap? Yes.", "tweet_type": "prediction", "timeline": "years", "summary": "All three memory giants (MU, Samsung, SK Hynix) to crack top-10 market cap in 5-10 years as AI reprices memory from commodity to cornerstone.", "resolved_tickers": ["000660.KS"], "resolution_method": "exchange_ticker", "resolution_reason": "SK Hynix KOSPI ticker 000660.KS", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU Q: Will Samsung/SK Hynix crack the top 10 market cap?\n\nYes. And so will Micron.\n\nAll three memory giants entering the top 10 in the next 5-10 years is reasonable. AI inference doesn't run without HBM. Data centers don't scale without DRAM\n\nThe world is about to reprice memory from commodity to cornerstone as AI adoption reaches all 8 billion people on this planet.\n\nWe're early.", "reply_text": null, "parent_text": null, "quoted_text": "$MU I worked 21 years as an HBM, DRAM & NAND engineer.\n\nAMA is open. Ask me anything.\n\nI'll drop rare insights where I can. https://t.co/mNyHOKVofa", "parent_author": null, "ret_m1d": -0.06570836986729167, "ret_signed_m1d": -0.06570836986729167, "alpha_spy_m1d": -0.05563403005319256, "alpha_c_m1d": -0.04897901712858477, "bench_spy_m1d": -0.01007433981409911, "bench_c_m1d": -0.016729352738706904, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.004106757071928202, "ret_signed_p1d": -0.004106757071928202, "alpha_spy_p1d": -0.00673730206303369, "alpha_c_p1d": -0.01162095120824902, "bench_spy_p1d": 0.002630544991105488, "bench_c_p1d": 0.0075141941363208176, "ret_p1w": -0.04209443647981692, "ret_signed_p1w": -0.04209443647981692, "alpha_spy_p1w": -0.024367010173046322, "alpha_c_p1w": -0.03559558394908224, "bench_spy_p1w": -0.0177274263067706, "bench_c_p1w": -0.006498852530734678, "ret_p1m": 0.13244360549511813, "ret_signed_p1m": 0.13244360549511813, "alpha_spy_p1m": 0.09159852938888968, "alpha_c_p1m": -0.014997460184375644, "bench_spy_p1m": 0.04084507610622845, "bench_c_p1m": 0.14744106567949378, "ret_p3m": 1.1574449628832952, "ret_signed_p3m": 1.1574449628832952, "alpha_spy_p3m": 1.0517025937749658, "alpha_c_p3m": 0.6103034330487458, "bench_spy_p3m": 0.10574236910832946, "bench_c_p3m": 0.5471415298345494, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.4353, -0.4343, -0.4394, -0.4056, -0.4015, -0.3974, -0.3974, -0.3861, -0.3441, -0.3329, -0.3329, -0.3329, -0.3062, -0.2867, -0.256, -0.2396, -0.2252, -0.2375, -0.2324, -0.2437, -0.2396, -0.2324, -0.2252, -0.2171, -0.2386, -0.2416, -0.2263, -0.214, -0.2457, -0.1802, -0.1381, -0.1176, -0.0685, -0.1494, -0.0705, -0.0777, -0.1371, -0.1402, -0.091, -0.1023, -0.1187, -0.09, -0.0982, -0.0982, -0.0982, -0.0982, -0.0838, -0.0275, -0.0254, 0.0299, 0.0432, 0.1283, 0.0893, 0.0893, -0.0359, -0.1283, -0.0339, -0.0513, -0.1417, -0.037, -0.0195, -0.0452, -0.0657, 0.0, -0.0041, 0.0842, 0.04, 0.0339, -0.0421, 0.0123, 0.0216, -0.0421, -0.0421, -0.1037, -0.1715, -0.0791, -0.1478, -0.1006, -0.0903, -0.0595, 0.0606, 0.0246, 0.0544, 0.0678, 0.1324, 0.1663, 0.1858, 0.1581, 0.1971, 0.2567, 0.2556, 0.2577, 0.2546, 0.3265, 0.3347, 0.3275, 0.3203, 0.3203, 0.4856, 0.4856, 0.6437, 0.6982, 0.731, 0.9302, 0.884, 1.0287, 1.0226, 0.8676, 0.8891, 0.7916, 0.7916, 0.9918, 0.9928, 0.9928, 1.1068, 1.3029, 1.3505, 1.3957, 1.4265, 1.4234, 1.4234, 1.3597, 1.1256, 0.9623, 1.2745, 1.103, 1.1574, 1.2078, 1.3495, 1.446, 1.5887, 1.7571, 1.8383, 1.9974, 1.6236, 1.6493, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2054345383116189977", "ticker_idx": 0, "ts": "2026-05-12T23:38:01+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The market still prices them as commodity suppliers. The inference foundation they provide says otherwise.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish MU and SNDK: market misprices them as commodity suppliers; they are the cognitive capacity/inference foundation of AI.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "$MU $SNDK $DRAM @MicronCEO \n\nThe \"Memory/Storage\" label undersells what these companies actually do.\n\nThese are Cognitive Capacity Companies. The Inference Foundation of AI.\n\nAI intelligence is not just about the model. It is about how much the model can hold, reason over, and retrieve at any given moment. That ceiling is set by three layers:\n\n1. KV Cache (HBM)\nThe most critical pressure point in agentic AI today. During inference, attention keys and values are stored in HBM. A larger KV cache means the model does not have to recompute prior context. That is what makes long context reasoning fast and economically viable at scale. No HBM, no agentic AI.\n\n2. Active Reasoning Layer (HBM/DRAM)\nThis is where inference lives. More bandwidth and capacity means the model can attend to more tokens simultaneously, which directly improves reasoning depth, multi-step problem solving, and coherence across long conversations. This is not a performance luxury. It is a cognitive constraint.\n\n3. Knowledge Retrieval Layer (NAND)\nRAG systems pull from NAND to give models access to knowledge that cannot fit in the active reasoning window. As AI moves from single-turn responses to persistent, multi-session agentic workflows, NAND becomes the long-range intelligence layer of the entire stack.\n\nKV Cache is where inference speed is won or lost. The active reasoning layer is where depth is determined. The knowledge retrieval layer is where scale is unlocked.\n\nCognitive capacity is the ceiling of AI intelligence. These companies build that ceiling higher with every generation.\n\nThe market still prices them as commodity suppliers. The inference foundation they provide says otherwise.\n\nBuckle Up For The Transformation Journey", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.046103290777913974, "ret_signed_m1d": -0.046103290777913974, "alpha_spy_m1d": -0.04053958101706234, "alpha_c_m1d": -0.026521098935019305, "bench_spy_m1d": -0.005563709760851632, "bench_c_m1d": -0.01958219184289467, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03436904414888675, "ret_signed_p1d": -0.03436904414888675, "alpha_spy_p1d": -0.04226335905344125, "alpha_c_p1d": -0.04464051229883792, "bench_spy_p1d": 0.0078943149045545, "bench_c_p1d": 0.010271468149951168, "ret_p1w": -0.08914551996958386, "ret_signed_p1w": -0.08914551996958386, "alpha_spy_p1w": -0.0877175791695265, "alpha_c_p1w": -0.07552002905539468, "bench_spy_p1w": -0.0014279408000573701, "bench_c_p1w": -0.013625490914189187, "ret_p1m": 0.23921455031088334, "ret_signed_p1m": 0.23921455031088334, "alpha_spy_p1m": 0.24534401216218604, "alpha_c_p1m": 0.1745987014924626, "bench_spy_p1m": -0.006129461851302698, "bench_c_p1m": 0.06461584881842075, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.23921455031088334, "alpha_spy_stated": 0.24534401216218604, "alpha_c_stated": 0.1745987014924626, "price_path": [-0.488, -0.488, -0.5027, -0.4764, -0.4809, -0.4674, -0.4764, -0.4801, -0.4664, -0.4831, -0.4871, -0.4867, -0.5277, -0.5015, -0.5061, -0.5394, -0.5158, -0.4986, -0.4792, -0.4958, -0.47, -0.4505, -0.4257, -0.4257, -0.4474, -0.474, -0.4971, -0.508, -0.5247, -0.5579, -0.5557, -0.5996, -0.5796, -0.5423, -0.5443, -0.5443, -0.5299, -0.5302, -0.4939, -0.4755, -0.4766, -0.4692, -0.4206, -0.4323, -0.431, -0.4337, -0.442, -0.4408, -0.3934, -0.4006, -0.3819, -0.3473, -0.3725, -0.3549, -0.3565, -0.3253, -0.2827, -0.2034, -0.1705, -0.1954, -0.0707, -0.0103, -0.0461, 0.0, -0.0344, -0.0983, -0.1519, -0.1305, -0.0891, -0.0517, -0.0655, -0.0655, 0.1148, 0.1553, 0.1492, 0.2083, 0.2885, 0.3241, 0.3434, 0.2394, 0.0751, 0.1812, 0.1646, 0.1098, 0.2392, 0.2215, 0.3538, 0.2702, 0.2981, 0.4111, 0.4111, 0.5074, 0.3088, 0.3088, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2054345383116189977", "ticker_idx": 1, "ts": "2026-05-12T23:38:01+00:00", "symbol": "SNDK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The market still prices them as commodity suppliers. The inference foundation they provide says otherwise.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish MU and SNDK: market misprices them as commodity suppliers; they are the cognitive capacity/inference foundation of AI.", "resolved_tickers": ["SNDK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "original", "lang": "en", "tweet_text": "$MU $SNDK $DRAM @MicronCEO \n\nThe \"Memory/Storage\" label undersells what these companies actually do.\n\nThese are Cognitive Capacity Companies. The Inference Foundation of AI.\n\nAI intelligence is not just about the model. It is about how much the model can hold, reason over, and retrieve at any given moment. That ceiling is set by three layers:\n\n1. KV Cache (HBM)\nThe most critical pressure point in agentic AI today. During inference, attention keys and values are stored in HBM. A larger KV cache means the model does not have to recompute prior context. That is what makes long context reasoning fast and economically viable at scale. No HBM, no agentic AI.\n\n2. Active Reasoning Layer (HBM/DRAM)\nThis is where inference lives. More bandwidth and capacity means the model can attend to more tokens simultaneously, which directly improves reasoning depth, multi-step problem solving, and coherence across long conversations. This is not a performance luxury. It is a cognitive constraint.\n\n3. Knowledge Retrieval Layer (NAND)\nRAG systems pull from NAND to give models access to knowledge that cannot fit in the active reasoning window. As AI moves from single-turn responses to persistent, multi-session agentic workflows, NAND becomes the long-range intelligence layer of the entire stack.\n\nKV Cache is where inference speed is won or lost. The active reasoning layer is where depth is determined. The knowledge retrieval layer is where scale is unlocked.\n\nCognitive capacity is the ceiling of AI intelligence. These companies build that ceiling higher with every generation.\n\nThe market still prices them as commodity suppliers. The inference foundation they provide says otherwise.\n\nBuckle Up For The Transformation Journey", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0033097981158105583, "ret_signed_m1d": 0.0033097981158105583, "alpha_spy_m1d": 0.00887350787666219, "alpha_c_m1d": 0.0126397713480495, "bench_spy_m1d": -0.005563709760851632, "bench_c_m1d": -0.009329973232238942, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04457481577650191, "ret_signed_p1d": -0.04457481577650191, "alpha_spy_p1d": -0.05246913068105641, "alpha_c_p1d": -0.059559216150405825, "bench_spy_p1d": 0.0078943149045545, "bench_c_p1d": 0.014984400373903917, "ret_p1w": -0.03777555924960363, "ret_signed_p1w": -0.03777555924960363, "alpha_spy_p1w": -0.03634761844954626, "alpha_c_p1w": -0.03941529733725013, "bench_spy_p1w": -0.0014279408000573701, "bench_c_p1w": 0.0016397380876465029, "ret_p1m": 0.3000767225373635, "ret_signed_p1m": 0.3000767225373635, "alpha_spy_p1m": 0.3062061843886662, "alpha_c_p1m": 0.26411409253292084, "bench_spy_p1m": -0.006129461851302698, "bench_c_p1m": 0.035962630004442664, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.3000767225373635, "alpha_spy_stated": 0.3062061843886662, "alpha_c_stated": 0.26411409253292084, "price_path": [-0.5671, -0.5671, -0.5919, -0.5851, -0.5708, -0.5509, -0.5395, -0.5588, -0.563, -0.5496, -0.561, -0.5722, -0.6093, -0.5861, -0.6092, -0.6356, -0.5932, -0.5724, -0.5471, -0.5724, -0.5428, -0.5138, -0.5024, -0.4792, -0.4665, -0.5096, -0.5146, -0.5146, -0.5316, -0.5832, -0.5745, -0.6044, -0.561, -0.5213, -0.5152, -0.5152, -0.4993, -0.5089, -0.4604, -0.4116, -0.4114, -0.3418, -0.3474, -0.3838, -0.3647, -0.3636, -0.3691, -0.3757, -0.3235, -0.3557, -0.316, -0.2605, -0.3074, -0.2647, -0.2423, -0.1798, -0.1322, -0.0283, -0.0257, -0.0741, 0.0795, 0.0693, 0.0033, 0.0, -0.0446, -0.0274, -0.0789, -0.0442, -0.0378, 0.0656, 0.0217, 0.0217, 0.0983, 0.0986, 0.1343, 0.1712, 0.2171, 0.186, 0.2655, 0.2159, 0.0775, 0.1346, 0.1377, 0.1354, 0.3001, 0.3682, 0.4565, 0.3761, 0.3535, 0.5096, 0.5096, 0.5711, 0.3568, 0.3568, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2045600861519577092", "ticker_idx": 0, "ts": "2026-04-18T20:30:25+00:00", "symbol": "memory", "kind": "sector", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "I like memory. Brain needs memory, lots of. AI needs whole ton.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long memory (high conviction, AI demand); long optics/photonics with smaller exposure due to high valuation.", "resolved_tickers": ["MU", "000660.KS", "005930.KS"], "resolution_method": "basket", "resolution_reason": "Memory sector basket: Micron, SK Hynix, Samsung Electronics", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@Rollneck I like memory. Brain needs memory, lots of. AI needs whole ton. Have a smaller exposure on optics but the valuation is high so go long.", "reply_text": null, "parent_text": "@TradexWhisperer ...it seems the easy money has been made in both memory and photonics for now, but given that the winners are clear and delivering earnings today that memory may be the safer play, especially because the real medium term risk to both is shared - a downturn in AI CapeEx", "quoted_text": null, "parent_author": "Rollneck", "ret_m1d": -0.00358906479924929, "ret_signed_m1d": -0.00358906479924929, "alpha_spy_m1d": -0.005592806867644443, "alpha_c_m1d": -0.004020162761821414, "bench_spy_m1d": 0.0020037420683951535, "bench_c_m1d": 0.0004310979625721245, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.024287542087117142, "ret_signed_p1d": 0.024287542087117142, "alpha_spy_p1d": 0.03083443493565663, "alpha_c_p1d": 0.02277876499442888, "bench_spy_p1d": -0.006546892848539487, "bench_c_p1d": 0.0015087770926882627, "ret_p1w": 0.108159330247805, "ret_signed_p1w": 0.108159330247805, "alpha_spy_p1w": 0.09905835052353007, "alpha_c_p1w": 0.016987636374191206, "bench_spy_p1w": 0.009100979724274927, "bench_c_p1w": 0.09117169387361379, "ret_p1m": 0.44639280541171206, "ret_signed_p1m": 0.44639280541171206, "alpha_spy_p1m": 0.41110373624043256, "alpha_c_p1m": 0.2739640788168158, "bench_spy_p1m": 0.0352890691712795, "bench_c_p1m": 0.17242872659489628, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.44639280541171206, "alpha_spy_stated": 0.41110373624043256, "alpha_c_stated": 0.2739640788168158, "price_path": [-0.2679, -0.253, -0.2483, -0.265, -0.2195, -0.1847, -0.1813, -0.1834, -0.2046, -0.1698, -0.199, -0.2282, -0.2214, -0.2039, -0.2156, -0.1895, -0.162, -0.162, -0.162, -0.1708, -0.1551, -0.1401, -0.1162, -0.1165, -0.0925, -0.0752, -0.039, -0.0545, -0.0543, -0.1469, -0.1925, -0.1388, -0.1688, -0.2027, -0.1409, -0.1212, -0.1415, -0.1387, -0.1006, -0.0789, -0.0317, -0.0694, -0.0887, -0.1439, -0.13, -0.1385, -0.1899, -0.1886, -0.2372, -0.2583, -0.1754, -0.2132, -0.188, -0.1658, -0.1521, -0.0752, -0.0843, -0.0736, -0.0732, -0.0176, -0.0082, 0.0081, -0.0036, 0.0, 0.0243, 0.05, 0.0572, 0.0597, 0.1082, 0.0915, 0.1062, 0.0947, 0.1133, 0.2035, 0.2509, 0.3666, 0.3754, 0.4544, 0.5723, 0.528, 0.6036, 0.6, 0.479, 0.4693, 0.4464, 0.4719, 0.5865, 0.5677, 0.5677, 0.7172, 0.8084, 0.8064, 0.8815, 0.9877, 1.026, 1.0375, 0.9437, 0.7454, 0.7113, 0.8294, 0.7186, 0.8057, 0.8456, 0.9867, 0.9729, 1.0347, 1.174, 1.1834, 1.2844, 0.9941, 1.0487, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2045600861519577092", "ticker_idx": 1, "ts": "2026-04-18T20:30:25+00:00", "symbol": "photonics", "kind": "sector", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "Have a smaller exposure on optics but the valuation is high so go long.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long memory (high conviction, AI demand); long optics/photonics with smaller exposure due to high valuation.", "resolved_tickers": ["COHR", "LITE", "AAOI"], "resolution_method": "basket", "resolution_reason": "Photonics/optics basket: COHR (merged II-VI), LITE, AAOI; no ETF", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@Rollneck I like memory. Brain needs memory, lots of. AI needs whole ton. Have a smaller exposure on optics but the valuation is high so go long.", "reply_text": null, "parent_text": "@TradexWhisperer ...it seems the easy money has been made in both memory and photonics for now, but given that the winners are clear and delivering earnings today that memory may be the safer play, especially because the real medium term risk to both is shared - a downturn in AI CapeEx", "quoted_text": null, "parent_author": "Rollneck", "ret_m1d": -0.01103412379430313, "ret_signed_m1d": -0.01103412379430313, "alpha_spy_m1d": -0.013037865862698284, "alpha_c_m1d": -0.013037865862698284, "bench_spy_m1d": 0.0020037420683951535, "bench_c_m1d": 0.0020037420683951535, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.051542342997198475, "ret_signed_p1d": -0.051542342997198475, "alpha_spy_p1d": -0.04499545014865899, "alpha_c_p1d": -0.04499545014865899, "bench_spy_p1d": -0.006546892848539487, "bench_c_p1d": -0.006546892848539487, "ret_p1w": -0.07418592558759263, "ret_signed_p1w": -0.07418592558759263, "alpha_spy_p1w": -0.08328690531186755, "alpha_c_p1w": -0.08328690531186755, "bench_spy_p1w": 0.009100979724274927, "bench_c_p1w": 0.009100979724274927, "ret_p1m": 0.02002833558649586, "ret_signed_p1m": 0.02002833558649586, "alpha_spy_p1m": -0.015260733584783637, "alpha_c_p1m": -0.015260733584783637, "bench_spy_p1m": 0.0352890691712795, "bench_c_p1m": 0.0352890691712795, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.02002833558649586, "alpha_spy_stated": -0.015260733584783637, "alpha_c_stated": -0.015260733584783637, "price_path": [-0.5935, -0.5957, -0.6119, -0.6154, -0.5805, -0.5523, -0.5702, -0.5616, -0.5389, -0.5241, -0.5429, -0.5337, -0.4857, -0.4548, -0.4731, -0.4729, -0.4857, -0.4914, -0.4914, -0.4759, -0.4754, -0.4445, -0.4079, -0.4, -0.3845, -0.3551, -0.3985, -0.3189, -0.2126, -0.2776, -0.2795, -0.3079, -0.371, -0.2938, -0.2541, -0.2496, -0.3226, -0.3379, -0.3382, -0.3463, -0.3034, -0.2403, -0.3152, -0.2886, -0.2079, -0.2164, -0.3115, -0.3045, -0.3718, -0.3373, -0.3015, -0.2326, -0.2326, -0.2504, -0.2116, -0.1254, -0.1226, -0.0638, -0.0678, -0.0833, -0.1068, -0.0327, -0.011, 0.0, -0.0515, -0.0338, -0.0799, -0.0186, -0.0742, -0.1338, -0.0762, -0.0222, 0.044, 0.0327, 0.0606, 0.0463, -0.0402, -0.0381, 0.1334, 0.1122, 0.2259, 0.1766, 0.1165, 0.0309, 0.02, 0.0041, 0.0823, 0.0849, 0.0849, 0.0672, 0.0674, 0.0267, -0.0119, 0.0637, 0.2054, 0.125, 0.1703, 0.0442, 0.1199, -0.0204, 0.0152, 0.0323, 0.0572, 0.144, 0.0415, 0.0286, 0.0202, 0.0202, 0.0902, -0.0254, -0.0254, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2034131607540666715", "ticker_idx": 0, "ts": "2026-03-18T04:55:42+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Buckle up folks!", "tweet_type": "prediction", "timeline": "weeks", "summary": "Endorses parent's bullish MU thesis comparing its chart to NVDA pre-earnings surge in May 2024.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@gregory_FTA @cantonmeow @aleabitoreddit Buckle up folks!", "reply_text": null, "parent_text": "$MU giving off late May, 2024 $NVDA vibes right before they announced earnings.  \n\nTell me I'm wrong.\nThey are the same chart. \n\n@cantonmeow you'll probably appreciate this\n@aleabitoreddit you might as well https://t.co/70Wan1Unyh", "quoted_text": null, "parent_author": "gregory_FTA", "ret_m1d": -8.668561804270336e-05, "ret_signed_m1d": -8.668561804270336e-05, "alpha_spy_m1d": -0.014237789607872364, "alpha_c_m1d": -0.008240701279861429, "bench_spy_m1d": 0.014151103989829661, "bench_c_m1d": 0.008154015661818725, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03781436926195425, "ret_signed_p1d": -0.03781436926195425, "alpha_spy_p1d": -0.03534998821864299, "alpha_c_p1d": -0.04098961745806673, "bench_spy_p1d": -0.002464381043311259, "bench_c_p1d": 0.003175248196112479, "ret_p1w": -0.17248176626542222, "ret_signed_p1w": -0.17248176626542222, "alpha_spy_p1w": -0.1682239948840989, "alpha_c_p1w": -0.18607176652821733, "bench_spy_p1w": -0.0042577713813233276, "bench_c_p1w": 0.01359000026279511, "ret_p1m": -0.009329977698455227, "ret_signed_p1m": -0.009329977698455227, "alpha_spy_p1m": -0.07304988226248144, "alpha_c_p1m": -0.1646122503637466, "bench_spy_p1m": 0.06371990456402621, "bench_c_p1m": 0.15528227266529138, "ret_p3m": 1.3573235395556194, "ret_signed_p3m": 1.3573235395556194, "alpha_spy_p3m": 1.2129976412346917, "alpha_c_p3m": 0.713561115408663, "bench_spy_p3m": 0.14432589832092768, "bench_c_p3m": 0.6437624241469564, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.009329977698455227, "alpha_spy_stated": -0.07304988226248144, "alpha_c_stated": -0.1646122503637466, "price_path": [-0.4243, -0.4012, -0.4019, -0.3794, -0.3794, -0.3835, -0.3625, -0.3662, -0.3819, -0.3819, -0.3169, -0.324, -0.2562, -0.2646, -0.2918, -0.2526, -0.2509, -0.2677, -0.278, -0.2709, -0.2144, -0.2144, -0.2095, -0.1573, -0.1389, -0.1345, -0.1573, -0.1115, -0.0573, -0.0562, -0.1015, -0.0518, -0.0916, -0.1783, -0.1707, -0.1452, -0.1694, -0.1916, -0.1113, -0.1034, -0.1084, -0.1084, -0.1342, -0.0883, -0.0961, -0.0727, -0.0883, -0.0947, -0.0709, -0.1, -0.1069, -0.1063, -0.1777, -0.132, -0.1401, -0.198, -0.1568, -0.127, -0.0932, -0.1221, -0.0771, -0.0432, -0.0001, 0.0, -0.0378, -0.0841, -0.1243, -0.1434, -0.1725, -0.2302, -0.2263, -0.3028, -0.268, -0.203, -0.2065, -0.2065, -0.1815, -0.1819, -0.1187, -0.0867, -0.0887, -0.0758, 0.0089, -0.0115, -0.0093, -0.014, -0.0284, -0.0263, 0.0562, 0.0437, 0.0762, 0.1366, 0.0926, 0.1233, 0.1205, 0.1748, 0.249, 0.3871, 0.4443, 0.401, 0.6181, 0.7232, 0.6609, 0.7412, 0.6814, 0.5701, 0.4767, 0.5139, 0.586, 0.6512, 0.6272, 0.6272, 0.9411, 1.0116, 1.001, 1.1038, 1.2436, 1.3056, 1.3391, 1.158, 0.872, 1.0568, 1.0278, 0.9324, 1.1577, 1.1268, 1.3573, 1.2117, 1.2603, 1.457, 1.457, 1.6247, 1.2788, 1.2788, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2046079568428355729", "ticker_idx": 0, "ts": "2026-04-20T04:12:38+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I am so sorry bears. DRAM manufacturers are projected to meet only 60% of global DRAM demand by the end of 2027", "tweet_type": "analysis", "timeline": "years", "summary": "Strongly bullish MU and DRAM: supply meets only 60% of demand by 2027, shortages and elevated prices sustained into 2028+ on AI/HBM demand surge.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU $DRAM I am so sorry bears.\n\nDRAM manufacturers are projected to meet only 60% of global DRAM demand by the end of 2027, despite ongoing capacity expansions.\n\nThis gap is expected to sustain DRAM shortages and elevated prices for several years, potentially into 2028 or beyond. \n\nIndustry overall production growth is currently around 7.5%, but demand requires roughly 12% annual increases in 2026–2027 to close the gap\n\nExplosive demand from Agentic AI and AI data centers, which are pre-booking large volumes of memory (including high-bandwidth memory or HBM).\n\nNew production facilities and fab expansions by major players are underway but won't deliver meaningful supply until 2027 or later, and much of the new capacity will prioritize more profitable AI-specific products over standard DRAM.\n\nAI boom outpacing supply infrastructure buildout.", "reply_text": null, "parent_text": null, "quoted_text": "$MU Alerts Customers to Price Hikes, Signaling Robust 2025-26 Demand. Here's the letter from EVP of Sales\n\nValued Channel Partners, Recent market dynamics indicate that the memory and storage markets have started to recover, with growth anticipated through calendar 2025 and 2026. https://t.co/llVwj8NP4p", "parent_author": null, "ret_m1d": 0.014829832963189293, "ret_signed_m1d": 0.014829832963189293, "alpha_spy_m1d": 0.01282609089479414, "alpha_c_m1d": 0.014398735000617169, "bench_spy_m1d": 0.0020037420683951535, "bench_c_m1d": 0.0004310979625721245, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.002140830976164354, "ret_signed_p1d": 0.002140830976164354, "alpha_spy_p1d": 0.008687723824703841, "alpha_c_p1d": 0.0006320538834760914, "bench_spy_p1d": -0.006546892848539487, "bench_c_p1d": 0.0015087770926882627, "ret_p1w": 0.16979613275697347, "ret_signed_p1w": 0.16979613275697347, "alpha_spy_p1w": 0.16069515303269855, "alpha_c_p1w": 0.07862443888335968, "bench_spy_p1w": 0.009100979724274927, "bench_c_p1w": 0.09117169387361379, "ret_p1m": 0.5582265940656577, "ret_signed_p1m": 0.5582265940656577, "alpha_spy_p1m": 0.5229375248943782, "alpha_c_p1m": 0.3857978674707614, "bench_spy_p1m": 0.0352890691712795, "bench_c_p1m": 0.17242872659489628, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.1326, -0.1137, -0.1091, -0.1327, -0.0855, -0.0297, -0.0286, -0.0752, -0.0241, -0.065, -0.1543, -0.1465, -0.1202, -0.1451, -0.168, -0.0853, -0.0772, -0.0824, -0.0824, -0.1088, -0.0617, -0.0697, -0.0456, -0.0616, -0.0682, -0.0437, -0.0737, -0.0808, -0.0801, -0.1536, -0.1066, -0.1149, -0.1746, -0.1322, -0.1014, -0.0667, -0.0964, -0.0501, -0.0152, 0.0292, 0.0292, -0.0097, -0.0573, -0.0987, -0.1183, -0.1483, -0.2076, -0.2037, -0.2824, -0.2466, -0.1797, -0.1833, -0.1833, -0.1576, -0.158, -0.093, -0.06, -0.0621, -0.0487, 0.0384, 0.0174, 0.0196, 0.0148, 0.0, 0.0021, 0.0871, 0.0743, 0.1077, 0.1698, 0.1246, 0.1562, 0.1533, 0.2092, 0.2855, 0.4277, 0.4865, 0.442, 0.6654, 0.7736, 0.7095, 0.7921, 0.7305, 0.616, 0.5199, 0.5582, 0.6324, 0.6995, 0.6748, 0.6748, 0.9979, 1.0704, 1.0595, 1.1654, 1.3092, 1.373, 1.4075, 1.2211, 0.9268, 1.1169, 1.0871, 0.9889, 1.2208, 1.189, 1.4263, 1.2763, 1.3264, 1.5289, 1.5289, 1.7014, 1.3455, 1.3455, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2046079568428355729", "ticker_idx": 1, "ts": "2026-04-20T04:12:38+00:00", "symbol": "DRAM", "kind": "sector", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "This gap is expected to sustain DRAM shortages and elevated prices for several years, potentially into 2028 or beyond", "tweet_type": "analysis", "timeline": "years", "summary": "Strongly bullish MU and DRAM: supply meets only 60% of demand by 2027, shortages and elevated prices sustained into 2028+ on AI/HBM demand surge.", "resolved_tickers": ["MU", "000660.KS", "005930.KS"], "resolution_method": "basket", "resolution_reason": "DRAM sector basket: Micron, SK Hynix, Samsung", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU $DRAM I am so sorry bears.\n\nDRAM manufacturers are projected to meet only 60% of global DRAM demand by the end of 2027, despite ongoing capacity expansions.\n\nThis gap is expected to sustain DRAM shortages and elevated prices for several years, potentially into 2028 or beyond. \n\nIndustry overall production growth is currently around 7.5%, but demand requires roughly 12% annual increases in 2026–2027 to close the gap\n\nExplosive demand from Agentic AI and AI data centers, which are pre-booking large volumes of memory (including high-bandwidth memory or HBM).\n\nNew production facilities and fab expansions by major players are underway but won't deliver meaningful supply until 2027 or later, and much of the new capacity will prioritize more profitable AI-specific products over standard DRAM.\n\nAI boom outpacing supply infrastructure buildout.", "reply_text": null, "parent_text": null, "quoted_text": "$MU Alerts Customers to Price Hikes, Signaling Robust 2025-26 Demand. Here's the letter from EVP of Sales\n\nValued Channel Partners, Recent market dynamics indicate that the memory and storage markets have started to recover, with growth anticipated through calendar 2025 and 2026. https://t.co/llVwj8NP4p", "parent_author": null, "ret_m1d": -0.00358906479924929, "ret_signed_m1d": -0.00358906479924929, "alpha_spy_m1d": -0.005592806867644443, "alpha_c_m1d": -0.004020162761821414, "bench_spy_m1d": 0.0020037420683951535, "bench_c_m1d": 0.0004310979625721245, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.024287542087117142, "ret_signed_p1d": 0.024287542087117142, "alpha_spy_p1d": 0.03083443493565663, "alpha_c_p1d": 0.02277876499442888, "bench_spy_p1d": -0.006546892848539487, "bench_c_p1d": 0.0015087770926882627, "ret_p1w": 0.108159330247805, "ret_signed_p1w": 0.108159330247805, "alpha_spy_p1w": 0.09905835052353007, "alpha_c_p1w": 0.016987636374191206, "bench_spy_p1w": 0.009100979724274927, "bench_c_p1w": 0.09117169387361379, "ret_p1m": 0.44639280541171206, "ret_signed_p1m": 0.44639280541171206, "alpha_spy_p1m": 0.41110373624043256, "alpha_c_p1m": 0.2739640788168158, "bench_spy_p1m": 0.0352890691712795, "bench_c_p1m": 0.17242872659489628, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.2679, -0.253, -0.2483, -0.265, -0.2195, -0.1847, -0.1813, -0.1834, -0.2046, -0.1698, -0.199, -0.2282, -0.2214, -0.2039, -0.2156, -0.1895, -0.162, -0.162, -0.162, -0.1708, -0.1551, -0.1401, -0.1162, -0.1165, -0.0925, -0.0752, -0.039, -0.0545, -0.0543, -0.1469, -0.1925, -0.1388, -0.1688, -0.2027, -0.1409, -0.1212, -0.1415, -0.1387, -0.1006, -0.0789, -0.0317, -0.0694, -0.0887, -0.1439, -0.13, -0.1385, -0.1899, -0.1886, -0.2372, -0.2583, -0.1754, -0.2132, -0.188, -0.1658, -0.1521, -0.0752, -0.0843, -0.0736, -0.0732, -0.0176, -0.0082, 0.0081, -0.0036, 0.0, 0.0243, 0.05, 0.0572, 0.0597, 0.1082, 0.0915, 0.1062, 0.0947, 0.1133, 0.2035, 0.2509, 0.3666, 0.3754, 0.4544, 0.5723, 0.528, 0.6036, 0.6, 0.479, 0.4693, 0.4464, 0.4719, 0.5865, 0.5677, 0.5677, 0.7172, 0.8084, 0.8064, 0.8815, 0.9877, 1.026, 1.0375, 0.9437, 0.7454, 0.7113, 0.8294, 0.7186, 0.8057, 0.8456, 0.9867, 0.9729, 1.0347, 1.174, 1.1834, 1.2844, 0.9941, 1.0487, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2047538626079379793", "ticker_idx": 0, "ts": "2026-04-24T04:50:24+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Top 10 Incoming", "tweet_type": "prediction", "timeline": "years", "summary": "Endorses MU becoming a top-10 company by market cap within a couple of years.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@EhrmantrautCap_ Top 10 Incoming", "reply_text": null, "parent_text": "@TradexWhisperer $MU could be the largest company in a couple of years", "quoted_text": null, "parent_author": "EhrmantrautCap_", "ret_m1d": -0.030198099458723426, "ret_signed_m1d": -0.030198099458723426, "alpha_spy_m1d": -0.02250838023371393, "alpha_c_m1d": 0.018356509615103822, "bench_spy_m1d": -0.007689719225009495, "bench_c_m1d": -0.04855460907382725, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.056047665222807685, "ret_signed_p1d": 0.056047665222807685, "alpha_spy_p1d": 0.05432487738524405, "alpha_c_p1d": 0.05640307292147595, "bench_spy_p1d": 0.001722787837563633, "bench_c_p1d": -0.00035540769866826416, "ret_p1w": 0.09158081140312468, "ret_signed_p1w": 0.09158081140312468, "alpha_spy_p1w": 0.08218227520709509, "alpha_c_p1w": 0.08490676340826164, "bench_spy_p1w": 0.009398536196029594, "bench_c_p1w": 0.0066740479948630416, "ret_p1m": 0.5119181795667513, "ret_signed_p1m": 0.5119181795667513, "alpha_spy_p1m": 0.4675167086316392, "alpha_c_p1m": 0.37393538881969257, "bench_spy_p1m": 0.04440147093511215, "bench_c_p1m": 0.13798279074705877, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.1744, -0.1241, -0.123, -0.1651, -0.119, -0.1559, -0.2365, -0.2295, -0.2057, -0.2283, -0.2489, -0.1742, -0.1669, -0.1716, -0.1716, -0.1955, -0.1529, -0.1601, -0.1384, -0.1529, -0.1588, -0.1367, -0.1637, -0.1702, -0.1696, -0.2359, -0.1935, -0.201, -0.2548, -0.2165, -0.1888, -0.1574, -0.1843, -0.1425, -0.1109, -0.0709, -0.0708, -0.106, -0.149, -0.1863, -0.2041, -0.2311, -0.2847, -0.2811, -0.3522, -0.3199, -0.2594, -0.2627, -0.2627, -0.2395, -0.2399, -0.1812, -0.1514, -0.1533, -0.1412, -0.0625, -0.0815, -0.0795, -0.0839, -0.0972, -0.0953, -0.0186, -0.0302, 0.0, 0.056, 0.0152, 0.0438, 0.0411, 0.0916, 0.1605, 0.2889, 0.342, 0.3018, 0.5035, 0.6012, 0.5433, 0.6179, 0.5623, 0.4589, 0.3721, 0.4067, 0.4736, 0.5343, 0.5119, 0.5119, 0.8036, 0.8691, 0.8592, 0.9548, 1.0847, 1.1423, 1.1734, 1.0052, 0.7394, 0.9111, 0.8841, 0.7955, 1.0049, 0.9762, 1.1903, 1.055, 1.1002, 1.283, 1.283, 1.4388, 1.1174, 1.1174, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2045012921672229246", "ticker_idx": 0, "ts": "2026-04-17T05:34:09+00:00", "symbol": "AMD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "AMD CEO Lisa Su disclosed at the March 2026 Morgan Stanley TMT Conference that server CPU demand has 'far exceeded' prior forecasts. Meta and AMD announced a five year, $60 billion agreement anchored by 6th Gen EPYC 'Venice' CPUs", "tweet_type": "analysis", "timeline": "months", "summary": "Bullish AMD and INTC as CPU performance emerges as the rate-limiting variable in agentic AI inference pipelines, with demand far exceeding forecasts.", "resolved_tickers": ["AMD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "$AMD $INTC AI Inference & Agentic AI Tailwind. Is Market finally pricing in the CPU necessity?\n\n-AMD CEO Lisa Su disclosed at the March 2026 Morgan Stanley TMT Conference that server CPU demand has \"far exceeded\" prior forecasts.\n\n-Meta and AMD announced a five year, $60 billion agreement anchored by 6th Gen EPYC \"Venice\" CPUs paired with next-gen GPUs, with workload-specific tuning for inference-heavy environments.\n\n-Intel and SambaNova are building a disaggregated inference architecture specifically for agentic AI. Intel Xeon 6 CPUs handle agentic tool execution and system orchestration. SambaNova RDUs handle LLM decode. GPUs handle prefill.\n\n-In agentic pipelines, the orchestration layer accounts for 50 to 90% of total system latency. That makes CPU performance the rate-limiting variable. Not VRAM. Not FLOPS.\n\n-Deloitte forecasts that inference will make up two thirds of all AI compute by 2026, far exceeding initial training costs.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.0004669883112606854, "ret_signed_m1d": -0.0004669883112606854, "alpha_spy_m1d": 0.011474378183305434, "alpha_c_m1d": 0.019698505904725994, "bench_spy_m1d": -0.011941366494566119, "bench_c_m1d": -0.02016549421598668, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.012356773807962962, "ret_signed_p1d": -0.012356773807962962, "alpha_spy_p1d": -0.010357038692943465, "alpha_c_p1d": -0.011925861610761146, "bench_spy_p1d": -0.0019997351150194964, "bench_c_p1d": -0.00043091219720181595, "ret_p1w": 0.24936233074962377, "ret_signed_p1w": 0.24936233074962377, "alpha_spy_p1w": 0.24401129223074625, "alpha_c_p1w": 0.15827305453944196, "bench_spy_p1w": 0.005351038518877527, "bench_c_p1w": 0.09108927621018181, "ret_p1m": 0.5122309281315951, "ret_signed_p1m": 0.5122309281315951, "alpha_spy_p1m": 0.47208396436060496, "alpha_c_p1m": 0.3355677756939397, "bench_spy_p1m": 0.04014696377099014, "bench_c_p1m": 0.1766631524376554, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.5122309281315951, "alpha_spy_stated": 0.47208396436060496, "alpha_c_stated": 0.3355677756939397, "price_path": [-0.1669, -0.1027, -0.0886, -0.0672, -0.0973, -0.0947, -0.0921, -0.0941, -0.1496, -0.1154, -0.1303, -0.2809, -0.3085, -0.2513, -0.2241, -0.2328, -0.2328, -0.2602, -0.2553, -0.2553, -0.2705, -0.2812, -0.2695, -0.281, -0.2938, -0.2319, -0.2426, -0.2684, -0.2808, -0.2865, -0.3141, -0.2741, -0.2836, -0.3088, -0.272, -0.27, -0.2642, -0.2897, -0.3053, -0.2939, -0.2948, -0.2835, -0.2627, -0.2768, -0.272, -0.2623, -0.2088, -0.268, -0.2744, -0.2958, -0.2693, -0.2449, -0.2187, -0.2187, -0.2091, -0.2042, -0.1673, -0.15, -0.1198, -0.1134, -0.0838, -0.0728, -0.0005, 0.0, -0.0124, 0.0219, 0.0901, 0.0968, 0.2494, 0.202, 0.161, 0.2109, 0.2734, 0.2951, 0.2268, 0.2761, 0.5137, 0.4672, 0.6351, 0.648, 0.6103, 0.6003, 0.6154, 0.5234, 0.5122, 0.4873, 0.6077, 0.615, 0.6793, 0.6793, 0.81, 0.78, 0.861, 0.8539, 0.8324, 0.8734, 0.9488, 0.8794, 0.6753, 0.7613, 0.7081, 0.6251, 0.7546, 0.8376, 0.9658, 0.8222, 0.8409, 0.9303, 0.9303, 0.9815, 0.8673, 0.8673, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2045012921672229246", "ticker_idx": 1, "ts": "2026-04-17T05:34:09+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Intel and SambaNova are building a disaggregated inference architecture specifically for agentic AI. Intel Xeon 6 CPUs handle agentic tool execution and system orchestration", "tweet_type": "analysis", "timeline": "months", "summary": "Bullish AMD and INTC as CPU performance emerges as the rate-limiting variable in agentic AI inference pipelines, with demand far exceeding forecasts.", "resolved_tickers": ["INTC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "$AMD $INTC AI Inference & Agentic AI Tailwind. Is Market finally pricing in the CPU necessity?\n\n-AMD CEO Lisa Su disclosed at the March 2026 Morgan Stanley TMT Conference that server CPU demand has \"far exceeded\" prior forecasts.\n\n-Meta and AMD announced a five year, $60 billion agreement anchored by 6th Gen EPYC \"Venice\" CPUs paired with next-gen GPUs, with workload-specific tuning for inference-heavy environments.\n\n-Intel and SambaNova are building a disaggregated inference architecture specifically for agentic AI. Intel Xeon 6 CPUs handle agentic tool execution and system orchestration. SambaNova RDUs handle LLM decode. GPUs handle prefill.\n\n-In agentic pipelines, the orchestration layer accounts for 50 to 90% of total system latency. That makes CPU performance the rate-limiting variable. Not VRAM. Not FLOPS.\n\n-Deloitte forecasts that inference will make up two thirds of all AI compute by 2026, far exceeding initial training costs.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0, "ret_signed_m1d": 0.0, "alpha_spy_m1d": 0.011941366494566119, "alpha_c_m1d": 0.02016549421598668, "bench_spy_m1d": -0.011941366494566119, "bench_c_m1d": -0.02016549421598668, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04087595695996804, "ret_signed_p1d": -0.04087595695996804, "alpha_spy_p1d": -0.038876221844948544, "alpha_c_p1d": -0.040445044762766225, "bench_spy_p1d": -0.0019997351150194964, "bench_c_p1d": -0.00043091219720181595, "ret_p1w": 0.2049635170149977, "ret_signed_p1w": 0.2049635170149977, "alpha_spy_p1w": 0.19961247849612018, "alpha_c_p1w": 0.1138742408048159, "bench_spy_p1w": 0.005351038518877527, "bench_c_p1w": 0.09108927621018181, "ret_p1m": 0.5791240608605155, "ret_signed_p1m": 0.5791240608605155, "alpha_spy_p1m": 0.5389770970895253, "alpha_c_p1m": 0.4024609084228601, "bench_spy_p1m": 0.04014696377099014, "bench_c_p1m": 0.1766631524376554, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.5791240608605155, "alpha_spy_stated": 0.5389770970895253, "alpha_c_stated": 0.4024609084228601, "price_path": [-0.2911, -0.208, -0.207, -0.342, -0.3797, -0.3587, -0.2879, -0.2896, -0.3216, -0.2874, -0.281, -0.2905, -0.2958, -0.2615, -0.2666, -0.312, -0.295, -0.3215, -0.3169, -0.3169, -0.3258, -0.3364, -0.3486, -0.3561, -0.3631, -0.3267, -0.3156, -0.3364, -0.3342, -0.3358, -0.3708, -0.3346, -0.3292, -0.3661, -0.3346, -0.3171, -0.2996, -0.3394, -0.3318, -0.332, -0.3568, -0.3426, -0.3258, -0.3596, -0.3575, -0.3568, -0.3112, -0.3562, -0.3704, -0.3987, -0.3558, -0.2988, -0.2645, -0.2645, -0.2587, -0.2276, -0.1394, -0.099, -0.0893, -0.0485, -0.0685, -0.052, 0.0, 0.0, -0.0409, -0.0327, -0.0472, -0.0251, 0.205, 0.2407, 0.2339, 0.3832, 0.3793, 0.4543, 0.3982, 0.5788, 0.6498, 0.6003, 0.8236, 0.8896, 0.7607, 0.7561, 0.6924, 0.5879, 0.5791, 0.6175, 0.7366, 0.7299, 0.7495, 0.7495, 0.8032, 0.7777, 0.7648, 0.6742, 0.5961, 0.5756, 0.6454, 0.6318, 0.4477, 0.6098, 0.5755, 0.5626, 0.7074, 0.8185, 0.8666, 0.7088, 0.7679, 0.9561, 0.9561, 1.0575, 0.9311, 0.9311, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2055726494933250251", "ticker_idx": 0, "ts": "2026-05-16T19:06:04+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Mobile $DRAM contract prices are surging. Again. LPDDR4X: +70-75% QoQ LPDDR5X: +78-83% QoQ", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish MU on surging mobile DRAM contract prices (LPDDR4X +70-75%, LPDDR5X +78-83% QoQ) driven by HBM and SOCAMM wafer consumption.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "$MU Mobile $DRAM contract prices are surging. Again.\n\nLPDDR4X: +70-75% QoQ\nLPDDR5X: +78-83% QoQ\n\nHBM is eating Server DRAM wafers.\nSOCAMM is eating Mobile DRAM wafers. https://t.co/lfrcz7iTZI", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0632684750819672, "ret_signed_m1d": 0.0632684750819672, "alpha_spy_m1d": 0.06256447049044556, "alpha_c_m1d": 0.0446291492223192, "bench_spy_m1d": 0.0007040045915216453, "bench_c_m1d": 0.018639325859648004, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.025236982072299075, "ret_signed_p1d": 0.025236982072299075, "alpha_spy_p1d": 0.03189777015979245, "alpha_c_p1d": 0.0292650164945375, "bench_spy_p1d": -0.0066607880874933745, "bench_c_p1d": -0.0040280344222384246, "ret_p1w": 0.10191628402152153, "ret_signed_p1w": 0.10191628402152153, "alpha_spy_p1w": 0.09245306391214148, "alpha_c_p1w": 0.04669430573182698, "bench_spy_p1w": 0.009463220109380055, "bench_c_p1w": 0.05522197828969455, "ret_p1m": 0.49772580138310185, "ret_signed_p1m": 0.49772580138310185, "alpha_spy_p1m": 0.4819131192929522, "alpha_c_p1m": 0.3698511304266001, "bench_spy_p1m": 0.015812682090149632, "bench_c_p1m": 0.12787467095650173, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.49772580138310185, "alpha_spy_stated": 0.4819131192929522, "alpha_c_stated": 0.3698511304266001, "price_path": [-0.3826, -0.3879, -0.372, -0.3826, -0.3869, -0.3708, -0.3905, -0.3952, -0.3948, -0.4431, -0.4122, -0.4177, -0.4569, -0.429, -0.4088, -0.3859, -0.4055, -0.375, -0.352, -0.3229, -0.3228, -0.3484, -0.3798, -0.407, -0.4199, -0.4396, -0.4787, -0.4761, -0.5278, -0.5043, -0.4603, -0.4626, -0.4626, -0.4457, -0.446, -0.4032, -0.3815, -0.3829, -0.3741, -0.3168, -0.3306, -0.3291, -0.3323, -0.342, -0.3406, -0.2847, -0.2932, -0.2712, -0.2303, -0.2601, -0.2393, -0.2412, -0.2044, -0.1542, -0.0607, -0.0219, -0.0512, 0.0958, 0.167, 0.1248, 0.1791, 0.1386, 0.0633, 0.0, 0.0252, 0.074, 0.1182, 0.1019, 0.1019, 0.3145, 0.3622, 0.355, 0.4247, 0.5194, 0.5613, 0.584, 0.4614, 0.2677, 0.3928, 0.3732, 0.3086, 0.4612, 0.4403, 0.5964, 0.4977, 0.5306, 0.6639, 0.6639, 0.7774, 0.5432, 0.5432, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2055142540903678374", "ticker_idx": 0, "ts": "2026-05-15T04:25:39+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The $1 Trillion semiconductor TAM was supposed to arrive in 2030. It just got pulled in to 2026. The new 2030 TAM? $1.5 Trillion. 50% higher than the original ceiling.", "tweet_type": "analysis", "timeline": "years", "summary": "Semiconductor TAM pulled forward to $1T by 2026 and $1.5T by 2030; broadly bullish across semis.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "What the...\n\nThe $1 Trillion semiconductor TAM was supposed to arrive in 2030. It just got pulled in to 2026.\n\nThe new 2030 TAM? $1.5 Trillion. 50% higher than the original ceiling.\n\nChips are not eating the world. They already ate it.\n\n$MU $SNDK $DRAM $TSM $NVDA $INTC $AMD https://t.co/00bod9xHWL", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.07086087064843594, "ret_signed_m1d": 0.07086087064843594, "alpha_spy_m1d": 0.058685059878368806, "alpha_c_m1d": 0.03131670891636018, "bench_spy_m1d": 0.01217581077006713, "bench_c_m1d": 0.039544161732075755, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.05950376275106806, "ret_signed_p1d": -0.05950376275106806, "alpha_spy_p1d": -0.05880025343333628, "alpha_c_p1d": -0.04120550409713486, "bench_spy_p1d": -0.0007035093177317764, "bench_c_p1d": -0.018298258653933197, "ret_p1w": 0.03634811888556633, "ret_signed_p1w": 0.03634811888556633, "alpha_spy_p1w": 0.027595065557440845, "alpha_c_p1w": 0.00043486529193170753, "bench_spy_p1w": 0.008753053328125482, "bench_c_p1w": 0.03591325359363462, "ret_p1m": 0.5013799996614119, "ret_signed_p1m": 0.5013799996614119, "alpha_spy_p1m": 0.4801940872657897, "alpha_c_p1m": 0.3382424500526593, "bench_spy_p1m": 0.021185912395622175, "bench_c_p1m": 0.1631375496087526, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.4486, -0.4194, -0.4243, -0.4094, -0.4193, -0.4234, -0.4082, -0.4268, -0.4312, -0.4308, -0.4763, -0.4472, -0.4523, -0.4892, -0.463, -0.444, -0.4225, -0.4409, -0.4122, -0.3906, -0.3632, -0.3631, -0.3872, -0.4167, -0.4422, -0.4544, -0.473, -0.5097, -0.5073, -0.5559, -0.5338, -0.4924, -0.4946, -0.4946, -0.4787, -0.479, -0.4387, -0.4183, -0.4196, -0.4114, -0.3574, -0.3704, -0.369, -0.372, -0.3812, -0.3799, -0.3273, -0.3352, -0.3145, -0.2761, -0.3041, -0.2845, -0.2863, -0.2518, -0.2045, -0.1166, -0.0801, -0.1077, 0.0306, 0.0975, 0.0578, 0.109, 0.0709, 0.0, -0.0595, -0.0358, 0.0101, 0.0517, 0.0363, 0.0363, 0.2363, 0.2812, 0.2744, 0.3399, 0.4289, 0.4684, 0.4898, 0.3744, 0.1923, 0.31, 0.2915, 0.2308, 0.3743, 0.3546, 0.5014, 0.4086, 0.4396, 0.5649, 0.5649, 0.6717, 0.4514, 0.4514, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2055142540903678374", "ticker_idx": 1, "ts": "2026-05-15T04:25:39+00:00", "symbol": "SNDK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Chips are not eating the world. They already ate it.", "tweet_type": "analysis", "timeline": "years", "summary": "Semiconductor TAM pulled forward to $1T by 2026 and $1.5T by 2030; broadly bullish across semis.", "resolved_tickers": ["SNDK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "original", "lang": "en", "tweet_text": "What the...\n\nThe $1 Trillion semiconductor TAM was supposed to arrive in 2030. It just got pulled in to 2026.\n\nThe new 2030 TAM? $1.5 Trillion. 50% higher than the original ceiling.\n\nChips are not eating the world. They already ate it.\n\n$MU $SNDK $DRAM $TSM $NVDA $INTC $AMD https://t.co/00bod9xHWL", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.017682465247801593, "ret_signed_m1d": -0.017682465247801593, "alpha_spy_m1d": -0.029858276017868723, "alpha_c_m1d": -0.03606442242475105, "bench_spy_m1d": 0.01217581077006713, "bench_c_m1d": 0.01838195717694946, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.05299761749509435, "ret_signed_p1d": -0.05299761749509435, "alpha_spy_p1d": -0.052294108177362575, "alpha_c_p1d": -0.042218096106884095, "bench_spy_p1d": -0.0007035093177317764, "bench_c_p1d": -0.010779521388210256, "ret_p1w": 0.05049691093014985, "ret_signed_p1w": 0.05049691093014985, "alpha_spy_p1w": 0.04174385760202437, "alpha_c_p1w": 0.027065644615040352, "bench_spy_p1w": 0.008753053328125482, "bench_c_p1w": 0.0234312663151095, "ret_p1m": 0.4974745343934308, "ret_signed_p1m": 0.4974745343934308, "alpha_spy_p1m": 0.47628862199780864, "alpha_c_p1m": 0.40936605307605656, "bench_spy_p1m": 0.021185912395622175, "bench_c_p1m": 0.08810848131737425, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.5804, -0.5735, -0.5588, -0.5382, -0.5265, -0.5464, -0.5507, -0.5369, -0.5486, -0.5602, -0.5983, -0.5744, -0.5982, -0.6254, -0.5818, -0.5603, -0.5344, -0.5604, -0.53, -0.5001, -0.4884, -0.4646, -0.4515, -0.4958, -0.5009, -0.5009, -0.5184, -0.5715, -0.5625, -0.5933, -0.5486, -0.5079, -0.5016, -0.5016, -0.4852, -0.495, -0.4452, -0.395, -0.3949, -0.3233, -0.329, -0.3665, -0.3468, -0.3457, -0.3514, -0.3581, -0.3044, -0.3376, -0.2968, -0.2397, -0.2879, -0.244, -0.221, -0.1567, -0.1078, -0.0009, 0.0017, -0.0481, 0.1099, 0.0994, 0.0315, 0.0281, -0.0177, 0.0, -0.053, -0.0173, -0.0107, 0.0956, 0.0505, 0.0505, 0.1293, 0.1295, 0.1663, 0.2042, 0.2514, 0.2193, 0.3011, 0.2501, 0.1078, 0.1665, 0.1697, 0.1674, 0.3367, 0.4067, 0.4975, 0.4148, 0.3916, 0.5521, 0.5521, 0.6153, 0.395, 0.395, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2055142540903678374", "ticker_idx": 2, "ts": "2026-05-15T04:25:39+00:00", "symbol": "TSM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The $1 Trillion semiconductor TAM was supposed to arrive in 2030. It just got pulled in to 2026.", "tweet_type": "analysis", "timeline": "years", "summary": "Semiconductor TAM pulled forward to $1T by 2026 and $1.5T by 2030; broadly bullish across semis.", "resolved_tickers": ["TSM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "What the...\n\nThe $1 Trillion semiconductor TAM was supposed to arrive in 2030. It just got pulled in to 2026.\n\nThe new 2030 TAM? $1.5 Trillion. 50% higher than the original ceiling.\n\nChips are not eating the world. They already ate it.\n\n$MU $SNDK $DRAM $TSM $NVDA $INTC $AMD https://t.co/00bod9xHWL", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.033065368715808674, "ret_signed_m1d": 0.033065368715808674, "alpha_spy_m1d": 0.020889557945741544, "alpha_c_m1d": -0.0064787930162670815, "bench_spy_m1d": 0.01217581077006713, "bench_c_m1d": 0.039544161732075755, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.020774072654937692, "ret_signed_p1d": -0.020774072654937692, "alpha_spy_p1d": -0.020070563337205916, "alpha_c_p1d": -0.002475814001004495, "bench_spy_p1d": -0.0007035093177317764, "bench_c_p1d": -0.018298258653933197, "ret_p1w": 0.00042038659377552356, "ret_signed_p1w": 0.00042038659377552356, "alpha_spy_p1w": -0.008332666734349958, "alpha_c_p1w": -0.035492866999859096, "bench_spy_p1w": 0.008753053328125482, "bench_c_p1w": 0.03591325359363462, "ret_p1m": 0.0941849042858327, "ret_signed_p1m": 0.0941849042858327, "alpha_spy_p1m": 0.07299899189021053, "alpha_c_p1m": -0.06895264532291989, "bench_spy_p1m": 0.021185912395622175, "bench_c_p1m": 0.1631375496087526, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.1018, -0.1066, -0.1112, -0.0862, -0.0874, -0.0487, -0.0438, -0.0707, -0.0762, -0.0897, -0.1291, -0.1185, -0.1273, -0.1642, -0.1401, -0.144, -0.1256, -0.1696, -0.1657, -0.1609, -0.1444, -0.1602, -0.1621, -0.1858, -0.163, -0.1511, -0.14, -0.1935, -0.1919, -0.2173, -0.1642, -0.1555, -0.1615, -0.1615, -0.1548, -0.146, -0.0951, -0.0961, -0.0835, -0.086, -0.0605, -0.0723, -0.1014, -0.0837, -0.0943, -0.0897, -0.0418, -0.0536, -0.0047, 0.0016, -0.0297, -0.026, -0.0205, -0.0165, -0.0068, -0.0246, 0.0375, 0.0242, 0.0181, 0.0005, -0.0175, -0.0113, 0.0331, 0.0, -0.0208, -0.029, -0.0068, 0.0069, 0.0004, 0.0004, 0.0197, 0.0455, 0.0507, 0.0349, 0.0774, 0.1047, 0.08, 0.1003, 0.0268, 0.0555, 0.0583, 0.0109, 0.0438, 0.0509, 0.0942, 0.0556, 0.0713, 0.1455, 0.1455, 0.1593, 0.0818, 0.0818, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2055142540903678374", "ticker_idx": 3, "ts": "2026-05-15T04:25:39+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Chips are not eating the world. They already ate it.", "tweet_type": "analysis", "timeline": "years", "summary": "Semiconductor TAM pulled forward to $1T by 2026 and $1.5T by 2030; broadly bullish across semis.", "resolved_tickers": ["NVDA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "What the...\n\nThe $1 Trillion semiconductor TAM was supposed to arrive in 2030. It just got pulled in to 2026.\n\nThe new 2030 TAM? $1.5 Trillion. 50% higher than the original ceiling.\n\nChips are not eating the world. They already ate it.\n\n$MU $SNDK $DRAM $TSM $NVDA $INTC $AMD https://t.co/00bod9xHWL", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.046245327431345906, "ret_signed_m1d": 0.046245327431345906, "alpha_spy_m1d": 0.034069516661278776, "alpha_c_m1d": 0.006701165699270151, "bench_spy_m1d": 0.01217581077006713, "bench_c_m1d": 0.039544161732075755, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.013314388358780072, "ret_signed_p1d": -0.013314388358780072, "alpha_spy_p1d": -0.012610879041048295, "alpha_c_p1d": 0.0049838702951531255, "bench_spy_p1d": -0.0007035093177317764, "bench_c_p1d": -0.018298258653933197, "ret_p1w": -0.04433697628822686, "ret_signed_p1w": -0.04433697628822686, "alpha_spy_p1w": -0.05309002961635234, "alpha_c_p1w": -0.08025022988186148, "bench_spy_p1w": 0.008753053328125482, "bench_c_p1w": 0.03591325359363462, "ret_p1m": -0.056019906461165614, "ret_signed_p1m": -0.056019906461165614, "alpha_spy_p1m": -0.07720581885678779, "alpha_c_p1m": -0.2191574560699182, "bench_spy_p1m": 0.021185912395622175, "bench_c_p1m": 0.1631375496087526, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.1791, -0.1658, -0.1661, -0.1576, -0.1499, -0.1442, -0.1321, -0.1795, -0.2136, -0.1902, -0.201, -0.1877, -0.1864, -0.2109, -0.1894, -0.18, -0.1744, -0.1872, -0.2, -0.1868, -0.1926, -0.1994, -0.2075, -0.2335, -0.2205, -0.2224, -0.207, -0.24, -0.2565, -0.267, -0.226, -0.22, -0.2127, -0.2127, -0.2116, -0.2096, -0.1919, -0.1838, -0.1628, -0.1598, -0.1279, -0.1174, -0.1197, -0.1049, -0.1032, -0.1129, -0.1013, -0.114, -0.0757, -0.0387, -0.0539, -0.0713, -0.1143, -0.1193, -0.1191, -0.1279, -0.0776, -0.0613, -0.0449, -0.0261, -0.0201, 0.0023, 0.0462, 0.0, -0.0133, -0.0209, -0.0082, -0.0258, -0.0443, -0.0443, -0.0464, -0.0565, -0.0491, -0.0629, -0.0043, -0.0111, -0.0469, -0.0284, -0.0887, -0.0729, -0.0749, -0.1095, -0.0897, -0.0883, -0.056, -0.0784, -0.0907, -0.0638, -0.0638, -0.0729, -0.1112, -0.1112, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2055142540903678374", "ticker_idx": 4, "ts": "2026-05-15T04:25:39+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Chips are not eating the world. They already ate it.", "tweet_type": "analysis", "timeline": "years", "summary": "Semiconductor TAM pulled forward to $1T by 2026 and $1.5T by 2030; broadly bullish across semis.", "resolved_tickers": ["INTC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "What the...\n\nThe $1 Trillion semiconductor TAM was supposed to arrive in 2030. It just got pulled in to 2026.\n\nThe new 2030 TAM? $1.5 Trillion. 50% higher than the original ceiling.\n\nChips are not eating the world. They already ate it.\n\n$MU $SNDK $DRAM $TSM $NVDA $INTC $AMD https://t.co/00bod9xHWL", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.06582701004951996, "ret_signed_m1d": 0.06582701004951996, "alpha_spy_m1d": 0.05365119927945283, "alpha_c_m1d": 0.026282848317444207, "bench_spy_m1d": 0.01217581077006713, "bench_c_m1d": 0.039544161732075755, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.005516213042554563, "ret_signed_p1d": -0.005516213042554563, "alpha_spy_p1d": -0.004812703724822787, "alpha_c_p1d": 0.012782045611378634, "bench_spy_p1d": -0.0007035093177317764, "bench_c_p1d": -0.018298258653933197, "ret_p1w": 0.10177438665508931, "ret_signed_p1w": 0.10177438665508931, "alpha_spy_p1w": 0.09302133332696383, "alpha_c_p1w": 0.06586113306145469, "bench_spy_p1w": 0.008753053328125482, "bench_c_p1w": 0.03591325359363462, "ret_p1m": 0.17550799445117082, "ret_signed_p1m": 0.17550799445117082, "alpha_spy_p1m": 0.15432208205554865, "alpha_c_p1m": 0.012370444842418227, "bench_spy_p1m": 0.021185912395622175, "bench_c_p1m": 0.1631375496087526, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.5754, -0.5821, -0.5898, -0.5945, -0.5989, -0.576, -0.569, -0.5821, -0.5807, -0.5817, -0.6038, -0.581, -0.5775, -0.6008, -0.581, -0.5699, -0.5589, -0.584, -0.5792, -0.5793, -0.5949, -0.586, -0.5754, -0.5967, -0.5954, -0.5949, -0.5662, -0.5946, -0.6035, -0.6213, -0.5943, -0.5584, -0.5368, -0.5368, -0.5331, -0.5136, -0.458, -0.4326, -0.4265, -0.4008, -0.4133, -0.403, -0.3702, -0.3702, -0.396, -0.3908, -0.3999, -0.386, -0.2412, -0.2186, -0.2229, -0.1289, -0.1314, -0.0841, -0.1194, -0.0057, 0.039, 0.0078, 0.1485, 0.19, 0.1089, 0.1059, 0.0658, 0.0, -0.0055, 0.0187, 0.0937, 0.0895, 0.1018, 0.1018, 0.1356, 0.1195, 0.1114, 0.0543, 0.0051, -0.0077, 0.0362, 0.0277, -0.0883, 0.0138, -0.0078, -0.0159, 0.0753, 0.1453, 0.1755, 0.0761, 0.1134, 0.2319, 0.2319, 0.2958, 0.2161, 0.2161, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2055142540903678374", "ticker_idx": 5, "ts": "2026-05-15T04:25:39+00:00", "symbol": "AMD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Chips are not eating the world. They already ate it.", "tweet_type": "analysis", "timeline": "years", "summary": "Semiconductor TAM pulled forward to $1T by 2026 and $1.5T by 2030; broadly bullish across semis.", "resolved_tickers": ["AMD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "What the...\n\nThe $1 Trillion semiconductor TAM was supposed to arrive in 2030. It just got pulled in to 2026.\n\nThe new 2030 TAM? $1.5 Trillion. 50% higher than the original ceiling.\n\nChips are not eating the world. They already ate it.\n\n$MU $SNDK $DRAM $TSM $NVDA $INTC $AMD https://t.co/00bod9xHWL", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.06036313542817329, "ret_signed_m1d": 0.06036313542817329, "alpha_spy_m1d": 0.048187324658106157, "alpha_c_m1d": 0.02081897369609753, "bench_spy_m1d": 0.01217581077006713, "bench_c_m1d": 0.039544161732075755, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.007333213450559373, "ret_signed_p1d": -0.007333213450559373, "alpha_spy_p1d": -0.006629704132827596, "alpha_c_p1d": 0.010965045203373824, "bench_spy_p1d": -0.0007035093177317764, "bench_c_p1d": -0.018298258653933197, "ret_p1w": 0.10235794161133249, "ret_signed_p1w": 0.10235794161133249, "alpha_spy_p1w": 0.09360488828320701, "alpha_c_p1w": 0.06644468801769787, "bench_spy_p1w": 0.008753053328125482, "bench_c_p1w": 0.03591325359363462, "ret_p1m": 0.29040321124647206, "ret_signed_p1m": 0.29040321124647206, "alpha_spy_p1m": 0.2692172988508499, "alpha_c_p1m": 0.12726566163771946, "bench_spy_p1m": 0.021185912395622175, "bench_c_p1m": 0.1631375496087526, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.5212, -0.5281, -0.5205, -0.5281, -0.5364, -0.4958, -0.5028, -0.5197, -0.5279, -0.5317, -0.5498, -0.5235, -0.5297, -0.5463, -0.5221, -0.5208, -0.517, -0.5337, -0.544, -0.5365, -0.5371, -0.5297, -0.516, -0.5253, -0.5221, -0.5158, -0.4806, -0.5195, -0.5237, -0.5378, -0.5203, -0.5043, -0.4871, -0.4871, -0.4808, -0.4776, -0.4534, -0.442, -0.4222, -0.418, -0.3986, -0.3914, -0.3439, -0.3436, -0.3517, -0.3292, -0.2845, -0.2801, -0.1799, -0.211, -0.2379, -0.2051, -0.1641, -0.1499, -0.1947, -0.1623, -0.0064, -0.0369, 0.0733, 0.0818, 0.057, 0.0505, 0.0604, 0.0, -0.0073, -0.0237, 0.0554, 0.0601, 0.1024, 0.1024, 0.1881, 0.1685, 0.2216, 0.2169, 0.2029, 0.2298, 0.2792, 0.2337, 0.0997, 0.1562, 0.1212, 0.0667, 0.1517, 0.2062, 0.2904, 0.1962, 0.2084, 0.2671, 0.2671, 0.3007, 0.2258, 0.2258, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2035212475621417073", "ticker_idx": 0, "ts": "2026-03-21T04:30:41+00:00", "symbol": "EWY", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Samsung is betting big time on its foundry capabilities. It might be a high risk, high reward strategy.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish lean on Samsung (via EWY) as it shifts foundry capacity to HBM4 for NVIDIA/AMD/OpenAI demand; high-risk, high-reward thesis.", "resolved_tickers": ["EWY"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "$EWY Samsung is betting big time on its foundry capabilities. It might be a high risk, high reward strategy.\n\nSamsung Reportedly Allocates 50%+ of Pyeongtaek Foundry Capacity to HBM4 Base Logic Die\n\nCapacity shift: >50% of Pyeongtaek foundry dedicated to HBM4 base die (using 4nm process for better performance/power efficiency).\n\nOpenAI deal: Part of Samsung’s total 2026 HBM4 output (>5.5 billion gigabits) allocated to OpenAI; up to ~800 million gigabits of 12-layer HBM4 mentioned in related reports. \n\nTimeline: HBM4 base die production ramping in 2026; shipments to OpenAI begin second half of 2026.\n\nStrategic move: Strong HBM4 demand (from NVIDIA, AMD, now OpenAI) driving the internal allocation; foundry utilization at Pyeongtaek now >90%.\n\nSamsung shifting from traditional DRAM focus to vertically integrate high-value AI memory production.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.06001045456846854, "ret_signed_m1d": -0.06001045456846854, "alpha_spy_m1d": -0.0496195675653498, "alpha_c_m1d": -0.0496195675653498, "bench_spy_m1d": -0.010390887003118743, "bench_c_m1d": -0.010390887003118743, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03781479449155534, "ret_signed_p1d": -0.03781479449155534, "alpha_spy_p1d": -0.03445798001437783, "alpha_c_p1d": -0.03445798001437783, "bench_spy_p1d": -0.0033568144771775055, "bench_c_p1d": -0.0033568144771775055, "ret_p1w": -0.12988564061371788, "ret_signed_p1w": -0.12988564061371788, "alpha_spy_p1w": -0.09416589279309828, "alpha_c_p1w": -0.09416589279309828, "bench_spy_p1w": -0.035719747820619596, "bench_c_p1w": -0.035719747820619596, "ret_p1m": 0.09700318335224001, "ret_signed_p1m": 0.09700318335224001, "alpha_spy_p1m": 0.022695101507665294, "alpha_c_p1m": 0.022695101507665294, "bench_spy_p1m": 0.07430808184457471, "bench_c_p1m": 0.07430808184457471, "ret_p3m": 0.6381436435813193, "ret_signed_p3m": 0.6381436435813193, "alpha_spy_p3m": 0.4958082485907336, "alpha_c_p3m": 0.4958082485907336, "bench_spy_p3m": 0.14233539499058567, "bench_c_p3m": 0.14233539499058567, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.09700318335224001, "alpha_spy_stated": 0.022695101507665294, "alpha_c_stated": 0.022695101507665294, "price_path": [-0.293, -0.293, -0.2838, -0.2622, -0.263, -0.2734, -0.2734, -0.2361, -0.2166, -0.1958, -0.2001, -0.2034, -0.1862, -0.1859, -0.1963, -0.1806, -0.1701, -0.1613, -0.1613, -0.1707, -0.1356, -0.1332, -0.1184, -0.1232, -0.083, -0.0617, -0.0696, -0.0852, -0.0963, -0.0709, -0.1013, -0.1016, -0.068, -0.058, -0.0699, -0.024, -0.0225, 0.0012, 0.0012, -0.0234, -0.0066, 0.0105, 0.0603, 0.041, 0.0803, 0.1127, 0.1241, 0.1312, 0.1026, -0.011, 0.0042, -0.0603, -0.0529, 0.0006, -0.0262, -0.0072, -0.077, -0.0722, -0.0053, 0.0046, -0.0144, 0.0075, -0.06, 0.0, -0.0378, -0.0454, -0.1033, -0.0959, -0.1299, -0.0807, -0.0567, -0.0818, -0.0818, -0.0588, -0.0495, 0.0468, 0.041, 0.0368, 0.0555, 0.0962, 0.083, 0.1021, 0.1384, 0.1217, 0.097, 0.1643, 0.1254, 0.1551, 0.1713, 0.1537, 0.1506, 0.2014, 0.2107, 0.2226, 0.2964, 0.36, 0.3209, 0.4214, 0.4412, 0.334, 0.4097, 0.4238, 0.3367, 0.316, 0.3005, 0.346, 0.3932, 0.3604, 0.3604, 0.4995, 0.4819, 0.5426, 0.5382, 0.6195, 0.6032, 0.5915, 0.5243, 0.3092, 0.3873, 0.3755, 0.3336, 0.4867, 0.4756, 0.5802, 0.5388, 0.5326, 0.6381, 0.6381, 0.6368, 0.4364, 0.4364, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2052790875030520218", "ticker_idx": 0, "ts": "2026-05-08T16:40:58+00:00", "symbol": "SNDK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "No Trimming until PINK-RED is confirmed on this Agentic AI and Inference Bus.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holding SNDK long, no trim until a bearish signal is confirmed; bullish on Agentic AI and Inference Bus thesis.", "resolved_tickers": ["SNDK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "quote", "lang": "en", "tweet_text": "$SNDK From $200 to $1520 (+660%) since this BLUE candle post.\n\nNo Trimming until PINK-RED is confirmed on this Agentic AI and Inference Bus.\n\nGet 300+ charts daily. Try it free: https://t.co/UOnxsgc8Ii https://t.co/woQICMm8v3", "reply_text": null, "parent_text": null, "quoted_text": "🟦 $SNDK (W) BLUE-GREEN Candles. Bulls are building momentum 💰💷\n\n250+ Daily BLUE Candle Alerts. Free Trial:\nhttps://t.co/ZQDP5HCFyq https://t.co/anyyqaVM5n", "parent_author": null, "ret_m1d": -0.14233778162747768, "ret_signed_m1d": -0.14233778162747768, "alpha_spy_m1d": -0.13414928960085637, "alpha_c_m1d": -0.1091221822548506, "bench_spy_m1d": -0.008188492026621308, "bench_c_m1d": -0.03321559937262708, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.00946010954715748, "ret_signed_p1d": -0.00946010954715748, "alpha_spy_p1d": -0.011737672589544945, "alpha_c_p1d": -0.02290580366980166, "bench_spy_p1d": 0.002277563042387465, "bench_c_p1d": 0.01344569412264418, "ret_p1w": -0.09903733108914514, "ret_signed_p1w": -0.09903733108914514, "alpha_spy_p1w": -0.10113868870055598, "alpha_c_p1w": -0.10325329776387726, "bench_spy_p1w": 0.0021013576114108368, "bench_c_p1w": 0.004215966674732119, "ret_p1m": 0.05098764412511314, "ret_signed_p1m": 0.05098764412511314, "alpha_spy_p1m": 0.04881859177185799, "alpha_c_p1m": 0.001648613837486046, "bench_spy_p1m": 0.002169052353255152, "bench_c_p1m": 0.049339030287627095, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.05098764412511314, "alpha_spy_stated": 0.04881859177185799, "alpha_c_stated": 0.001648613837486046, "price_path": [-0.6533, -0.6164, -0.5966, -0.599, -0.599, -0.622, -0.6157, -0.6025, -0.584, -0.5734, -0.5913, -0.5952, -0.5827, -0.5933, -0.6037, -0.6381, -0.6166, -0.638, -0.6625, -0.6232, -0.6039, -0.5805, -0.6039, -0.5765, -0.5496, -0.539, -0.5176, -0.5058, -0.5457, -0.5504, -0.5504, -0.5661, -0.6139, -0.6058, -0.6336, -0.5933, -0.5566, -0.5509, -0.5509, -0.5362, -0.545, -0.5002, -0.4549, -0.4548, -0.3903, -0.3955, -0.4292, -0.4115, -0.4105, -0.4156, -0.4217, -0.3733, -0.4032, -0.3664, -0.315, -0.3584, -0.3188, -0.2982, -0.2402, -0.1962, -0.0999, -0.0975, -0.1423, 0.0, -0.0095, -0.0706, -0.0737, -0.115, -0.099, -0.1468, -0.1146, -0.1087, -0.0129, -0.0535, -0.0535, 0.0174, 0.0177, 0.0508, 0.0849, 0.1274, 0.0986, 0.1723, 0.1263, -0.0019, 0.051, 0.0539, 0.0518, 0.2043, 0.2674, 0.3492, 0.2747, 0.2538, 0.3984, 0.3984, 0.4553, 0.2568, 0.2568, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2053639352648147387", "ticker_idx": 0, "ts": "2026-05-11T00:52:31+00:00", "symbol": "SNDK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Inevitable and adds confidence that the stock price isn't going back down.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Stock split seen as inevitable; confirms price won't go back down — bullish SNDK.", "resolved_tickers": ["SNDK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@Avecina48 Inevitable and adds confidence that the stock price isn't going back down.", "reply_text": null, "parent_text": "@TradexWhisperer Feels like $sndk split coming up very soon ,maybe even this week", "quoted_text": null, "parent_author": "Avecina48", "ret_m1d": 0.009550457925356914, "ret_signed_m1d": 0.009550457925356914, "alpha_spy_m1d": 0.011822845461873288, "alpha_c_m1d": 0.022817763909901312, "bench_spy_m1d": -0.0022723875365163737, "bench_c_m1d": -0.013267305984544397, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.061735916827238446, "ret_signed_p1d": -0.061735916827238446, "alpha_spy_p1d": -0.060220964212651884, "alpha_c_p1d": -0.04666960606241022, "bench_spy_p1d": -0.0015149526145865622, "bench_c_p1d": -0.015066310764828228, "ret_p1w": -0.13863762355244824, "ret_signed_p1w": -0.13863762355244824, "alpha_spy_p1w": -0.13775843289123757, "alpha_c_p1w": -0.11884900038756707, "bench_spy_p1w": -0.0008791906612106715, "bench_c_p1w": -0.01978862316488117, "ret_p1m": 0.06395873292225707, "ret_signed_p1m": 0.06395873292225707, "alpha_spy_p1m": 0.06700212977991604, "alpha_c_p1m": 0.04771177964467932, "bench_spy_p1m": -0.0030433968576589754, "bench_c_p1m": 0.016246953277577747, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.06395873292225707, "alpha_spy_stated": 0.06700212977991604, "alpha_c_stated": 0.04771177964467932, "price_path": [-0.6127, -0.5927, -0.5951, -0.5951, -0.6184, -0.612, -0.5987, -0.58, -0.5693, -0.5874, -0.5914, -0.5788, -0.5894, -0.6, -0.6346, -0.6129, -0.6345, -0.6593, -0.6196, -0.6001, -0.5765, -0.6001, -0.5725, -0.5453, -0.5346, -0.513, -0.5011, -0.5414, -0.5461, -0.5461, -0.562, -0.6102, -0.6021, -0.6301, -0.5895, -0.5524, -0.5466, -0.5466, -0.5318, -0.5407, -0.4954, -0.4497, -0.4496, -0.3845, -0.3897, -0.4238, -0.4059, -0.4049, -0.41, -0.4162, -0.3673, -0.3975, -0.3603, -0.3085, -0.3523, -0.3123, -0.2915, -0.233, -0.1885, -0.0913, -0.0889, -0.1341, 0.0096, 0.0, -0.0617, -0.0648, -0.1065, -0.0904, -0.1386, -0.1061, -0.1002, -0.0034, -0.0445, -0.0445, 0.0271, 0.0274, 0.0608, 0.0953, 0.1382, 0.1091, 0.1835, 0.1371, 0.0076, 0.061, 0.064, 0.0618, 0.2158, 0.2795, 0.3621, 0.2869, 0.2657, 0.4117, 0.4117, 0.4692, 0.2688, 0.2688, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2047736098290549110", "ticker_idx": 0, "ts": "2026-04-24T17:55:05+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Micron deservers to be ~15-20 in the range which about the 10 year median. The valuation is forward looking and the Agentic AI is waiting for more HBM, 3DRAM and eSSD.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish MU: memory now a strategic AI asset; deserves 15-20x forward PE (10-yr median) as agentic AI drives HBM/3DRAM/eSSD demand.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "Do you know why AVGO and TSMC are \"relatively\" more predictable? Because their products are strategic assets to their customers. \n\nGuess what? With AI accelerators has made memory a strategic asset to this revolution. AI Inference enabler is memory not GPU.\n\nNot asking a moonshot all the way to Forward 40 PE ratio. Micron deservers to be ~15-20 in the range which about the 10 year median. The valuation is forward looking and the Agentic AI is waiting for more HBM, 3DRAM and eSSD.", "reply_text": null, "parent_text": "@TradexWhisperer AVGO , TSMC both are highly predictable, deep moat , sticky business and constantly high profit margin , while MU is in Memory business which is mostly commodity and cyclical in nature , in just 1 year cycle can turn negative and entire profit can be wiped out , there is no", "quoted_text": null, "parent_author": "amitgoel_x", "ret_m1d": -0.030198099458723426, "ret_signed_m1d": -0.030198099458723426, "alpha_spy_m1d": -0.02250838023371393, "alpha_c_m1d": 0.018356509615103822, "bench_spy_m1d": -0.007689719225009495, "bench_c_m1d": -0.04855460907382725, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.056047665222807685, "ret_signed_p1d": 0.056047665222807685, "alpha_spy_p1d": 0.05432487738524405, "alpha_c_p1d": 0.05640307292147595, "bench_spy_p1d": 0.001722787837563633, "bench_c_p1d": -0.00035540769866826416, "ret_p1w": 0.09158081140312468, "ret_signed_p1w": 0.09158081140312468, "alpha_spy_p1w": 0.08218227520709509, "alpha_c_p1w": 0.08490676340826164, "bench_spy_p1w": 0.009398536196029594, "bench_c_p1w": 0.0066740479948630416, "ret_p1m": 0.5119181795667513, "ret_signed_p1m": 0.5119181795667513, "alpha_spy_p1m": 0.4675167086316392, "alpha_c_p1m": 0.37393538881969257, "bench_spy_p1m": 0.04440147093511215, "bench_c_p1m": 0.13798279074705877, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.5119181795667513, "alpha_spy_stated": 0.4675167086316392, "alpha_c_stated": 0.37393538881969257, "price_path": [-0.1744, -0.1241, -0.123, -0.1651, -0.119, -0.1559, -0.2365, -0.2295, -0.2057, -0.2283, -0.2489, -0.1742, -0.1669, -0.1716, -0.1716, -0.1955, -0.1529, -0.1601, -0.1384, -0.1529, -0.1588, -0.1367, -0.1637, -0.1702, -0.1696, -0.2359, -0.1935, -0.201, -0.2548, -0.2165, -0.1888, -0.1574, -0.1843, -0.1425, -0.1109, -0.0709, -0.0708, -0.106, -0.149, -0.1863, -0.2041, -0.2311, -0.2847, -0.2811, -0.3522, -0.3199, -0.2594, -0.2627, -0.2627, -0.2395, -0.2399, -0.1812, -0.1514, -0.1533, -0.1412, -0.0625, -0.0815, -0.0795, -0.0839, -0.0972, -0.0953, -0.0186, -0.0302, 0.0, 0.056, 0.0152, 0.0438, 0.0411, 0.0916, 0.1605, 0.2889, 0.342, 0.3018, 0.5035, 0.6012, 0.5433, 0.6179, 0.5623, 0.4589, 0.3721, 0.4067, 0.4736, 0.5343, 0.5119, 0.5119, 0.8036, 0.8691, 0.8592, 0.9548, 1.0847, 1.1423, 1.1734, 1.0052, 0.7394, 0.9111, 0.8841, 0.7955, 1.0049, 0.9762, 1.1903, 1.055, 1.1002, 1.283, 1.283, 1.4388, 1.1174, 1.1174, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "thread:2056054448724799530", "ticker_idx": 0, "ts": "2026-05-17T16:49:14+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Music to $DRAM $MU investors. Claude is architecturally heavier on memory/token.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish MU on Anthropic's Claude being memory-intensive (large context windows, full KV cache), driving DRAM demand.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "self_thread", "lang": "en", "tweet_text": "It Took Salesforce 20 Years to Reach $30 Billion in Revenue\n\nAnthropic? Only 3 Years \n\nMusic to $DRAM $MU investors. Claude is architecturally heavier on memory/token. It uses large context windows up to 1M tokens. No sparse attention, no MLA compression. Full KV cache entry. https://t.co/dTodilkBDn\n\n---\n\n@grok is this true?", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0632684750819672, "ret_signed_m1d": 0.0632684750819672, "alpha_spy_m1d": 0.06256447049044556, "alpha_c_m1d": 0.0446291492223192, "bench_spy_m1d": 0.0007040045915216453, "bench_c_m1d": 0.018639325859648004, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.025236982072299075, "ret_signed_p1d": 0.025236982072299075, "alpha_spy_p1d": 0.03189777015979245, "alpha_c_p1d": 0.0292650164945375, "bench_spy_p1d": -0.0066607880874933745, "bench_c_p1d": -0.0040280344222384246, "ret_p1w": 0.10191628402152153, "ret_signed_p1w": 0.10191628402152153, "alpha_spy_p1w": 0.09245306391214148, "alpha_c_p1w": 0.04669430573182698, "bench_spy_p1w": 0.009463220109380055, "bench_c_p1w": 0.05522197828969455, "ret_p1m": 0.49772580138310185, "ret_signed_p1m": 0.49772580138310185, "alpha_spy_p1m": 0.4819131192929522, "alpha_c_p1m": 0.3698511304266001, "bench_spy_p1m": 0.015812682090149632, "bench_c_p1m": 0.12787467095650173, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.49772580138310185, "alpha_spy_stated": 0.4819131192929522, "alpha_c_stated": 0.3698511304266001, "price_path": [-0.3826, -0.3879, -0.372, -0.3826, -0.3869, -0.3708, -0.3905, -0.3952, -0.3948, -0.4431, -0.4122, -0.4177, -0.4569, -0.429, -0.4088, -0.3859, -0.4055, -0.375, -0.352, -0.3229, -0.3228, -0.3484, -0.3798, -0.407, -0.4199, -0.4396, -0.4787, -0.4761, -0.5278, -0.5043, -0.4603, -0.4626, -0.4626, -0.4457, -0.446, -0.4032, -0.3815, -0.3829, -0.3741, -0.3168, -0.3306, -0.3291, -0.3323, -0.342, -0.3406, -0.2847, -0.2932, -0.2712, -0.2303, -0.2601, -0.2393, -0.2412, -0.2044, -0.1542, -0.0607, -0.0219, -0.0512, 0.0958, 0.167, 0.1248, 0.1791, 0.1386, 0.0633, 0.0, 0.0252, 0.074, 0.1182, 0.1019, 0.1019, 0.3145, 0.3622, 0.355, 0.4247, 0.5194, 0.5613, 0.584, 0.4614, 0.2677, 0.3928, 0.3732, 0.3086, 0.4612, 0.4403, 0.5964, 0.4977, 0.5306, 0.6639, 0.6639, 0.7774, 0.5432, 0.5432, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2053575560618803554", "ticker_idx": 0, "ts": "2026-05-10T20:39:01+00:00", "symbol": "MRAM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "They will grow too.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish on MRAM; expects growth as a niche data center play.", "resolved_tickers": ["MRAM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@imtryin13928916 Niche in data center. They will grow too.", "reply_text": null, "parent_text": "@TradexWhisperer Thoughts on $MRAM ?", "quoted_text": null, "parent_author": "imtryin13928916", "ret_m1d": -0.32288009639144577, "ret_signed_m1d": -0.32288009639144577, "alpha_spy_m1d": -0.3206077088549294, "alpha_c_m1d": -0.3059273807130115, "bench_spy_m1d": -0.0022723875365163737, "bench_c_m1d": -0.01695271567843426, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.10411434138573239, "ret_signed_p1d": 0.10411434138573239, "alpha_spy_p1d": 0.10562929400031895, "alpha_c_p1d": 0.13024610662040126, "bench_spy_p1d": -0.0015149526145865622, "bench_c_p1d": -0.02613176523466887, "ret_p1w": -0.16332167678240916, "ret_signed_p1w": -0.16332167678240916, "alpha_spy_p1w": -0.1624424861211985, "alpha_c_p1w": -0.11100604016012905, "bench_spy_p1w": -0.0008791906612106715, "bench_c_p1w": -0.052315636622280115, "ret_p1m": -0.4159558371757842, "ret_signed_p1m": -0.4159558371757842, "alpha_spy_p1m": -0.41291244031812524, "alpha_c_p1m": -0.44146296401603424, "bench_spy_p1m": -0.0030433968576589754, "bench_c_p1m": 0.025507126840250027, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.4159558371757842, "alpha_spy_stated": -0.41291244031812524, "alpha_c_stated": -0.44146296401603424, "price_path": [-0.7215, -0.725, -0.7233, -0.7233, -0.7263, -0.7213, -0.7223, -0.7243, -0.7303, -0.7223, -0.7132, -0.719, -0.7291, -0.7142, -0.7338, -0.7293, -0.7713, -0.7802, -0.7707, -0.7704, -0.7704, -0.776, -0.7787, -0.7727, -0.7667, -0.7657, -0.7629, -0.7805, -0.7712, -0.7669, -0.7561, -0.7732, -0.7785, -0.7953, -0.7795, -0.7692, -0.7622, -0.7622, -0.7617, -0.7664, -0.7554, -0.7454, -0.7426, -0.7213, -0.709, -0.7037, -0.6957, -0.6897, -0.6879, -0.6851, -0.6756, -0.6834, -0.647, -0.6535, -0.6804, -0.6691, -0.5414, -0.4609, -0.5296, -0.5221, -0.4591, -0.4604, -0.3229, 0.0, 0.1041, 0.0401, 0.0193, -0.0575, -0.1633, -0.2042, -0.274, -0.1859, -0.155, -0.155, -0.1796, -0.2481, -0.2158, -0.3382, -0.2446, -0.2446, -0.2832, -0.287, -0.4064, -0.3904, -0.416, -0.4265, -0.3929, -0.3876, -0.3013, -0.3437, -0.3557, -0.3199, -0.3199, -0.3595, -0.4343, -0.4343, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2047558388582920416", "ticker_idx": 0, "ts": "2026-04-24T06:08:56+00:00", "symbol": "000660.KS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Bullish but I hate that SK Hynix will be tethered by the Korean market", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish SK Hynix despite concern about Korean market drag weighing on the stock and its ADR.", "resolved_tickers": ["000660.KS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@BramVGenechten Bullish but I hate that SK Hynix will be tethered by the Korean market. The ADR will be affected by it too.", "reply_text": null, "parent_text": "@TradexWhisperer What's your view on SK Hynix?", "quoted_text": null, "parent_author": "BramVGenechten", "ret_m1d": 0.0024549929888035837, "ret_signed_m1d": 0.0024549929888035837, "alpha_spy_m1d": 0.010144712213813079, "alpha_c_m1d": 0.05100960206263083, "bench_spy_m1d": -0.007689719225009495, "bench_c_m1d": -0.04855460907382725, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05728310153313276, "ret_signed_p1d": 0.05728310153313276, "alpha_spy_p1d": 0.05556031369556913, "alpha_c_p1d": 0.05763850923180103, "bench_spy_p1d": 0.001722787837563633, "bench_c_p1d": -0.00035540769866826416, "ret_p1w": 0.052373115555525596, "ret_signed_p1w": 0.052373115555525596, "alpha_spy_p1w": 0.042974579359496, "alpha_c_p1w": 0.045699067560662554, "bench_spy_p1w": 0.009398536196029594, "bench_c_p1w": 0.0066740479948630416, "ret_p1m": 0.5883796452885026, "ret_signed_p1m": 0.5883796452885026, "alpha_spy_p1m": 0.5439781743533905, "alpha_c_p1m": 0.45039685454144385, "bench_spy_p1m": 0.04440147093511215, "bench_c_p1m": 0.13798279074705877, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.5883796452885026, "alpha_spy_stated": 0.5439781743533905, "alpha_c_stated": 0.45039685454144385, "price_path": [-0.3465, -0.3131, -0.2967, -0.2575, -0.322, -0.2591, -0.2649, -0.3122, -0.3147, -0.2755, -0.2845, -0.2975, -0.2747, -0.2812, -0.2812, -0.2812, -0.2812, -0.2698, -0.2248, -0.2232, -0.1791, -0.1685, -0.1007, -0.1318, -0.1318, -0.2316, -0.3052, -0.23, -0.2439, -0.3159, -0.2324, -0.2185, -0.239, -0.2553, -0.2029, -0.2062, -0.1358, -0.171, -0.1759, -0.2365, -0.1931, -0.1858, -0.2365, -0.2365, -0.2856, -0.3396, -0.266, -0.3208, -0.2831, -0.275, -0.2504, -0.1547, -0.1833, -0.1596, -0.1489, -0.0974, -0.0704, -0.0548, -0.0769, -0.0458, 0.0016, 0.0008, 0.0025, 0.0, 0.0573, 0.0638, 0.0581, 0.0524, 0.0524, 0.1841, 0.1841, 0.3101, 0.3535, 0.3797, 0.5385, 0.5016, 0.617, 0.6121, 0.4885, 0.5057, 0.428, 0.428, 0.5876, 0.5884, 0.5884, 0.6792, 0.8355, 0.8735, 0.9095, 0.934, 0.9316, 0.9316, 0.8808, 0.6942, 0.5641, 0.8129, 0.6762, 0.7196, 0.7597, 0.8727, 0.9496, 1.0634, 1.1976, 1.2622, 1.3891, 1.0912, 1.1116, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2044995880458375566", "ticker_idx": 0, "ts": "2026-04-17T04:26:26+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "what happens when consumer recovery actually kicks in?", "tweet_type": "analysis", "timeline": "months", "summary": "Bullish MU and DRAM: Apple alone worth $14-18B in LPDDR5 contracts, consumer recovery upside not yet priced in.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU $DRAM Apple is projected to consume a staggering 2.4 exabytes of LPDDR5 memory in 2026.\n\nThe contract value could be worth ~$14B but if prices rise further then ~$18.2B. That is one buyer.\n\nNow ask yourself: what happens when consumer recovery actually kicks in? https://t.co/ybmXMiHSH8", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": 0.004746530483979994, "ret_signed_m1d": 0.004746530483979994, "alpha_spy_m1d": 0.016687896978546113, "alpha_c_m1d": 0.024912024699966673, "bench_spy_m1d": -0.011941366494566119, "bench_c_m1d": -0.02016549421598668, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.014613122793097011, "ret_signed_p1d": -0.014613122793097011, "alpha_spy_p1d": -0.012613387678077514, "alpha_c_p1d": -0.014182210595895195, "bench_spy_p1d": -0.0019997351150194964, "bench_c_p1d": -0.00043091219720181595, "ret_p1w": 0.0915243659791678, "ret_signed_p1w": 0.0915243659791678, "alpha_spy_p1w": 0.08617332746029027, "alpha_c_p1w": 0.0004350897689859856, "bench_spy_p1w": 0.005351038518877527, "bench_c_p1w": 0.09108927621018181, "ret_p1m": 0.4976596283168677, "ret_signed_p1m": 0.4976596283168677, "alpha_spy_p1m": 0.4575126645458776, "alpha_c_p1m": 0.3209964758792123, "bench_spy_p1m": 0.04014696377099014, "bench_c_p1m": 0.1766631524376554, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.4976596283168677, "alpha_spy_stated": 0.4575126645458776, "alpha_c_stated": 0.3209964758792123, "price_path": [-0.1983, -0.1453, -0.1267, -0.1222, -0.1453, -0.0989, -0.0439, -0.0428, -0.0887, -0.0384, -0.0787, -0.1666, -0.159, -0.133, -0.1576, -0.1801, -0.0987, -0.0907, -0.0958, -0.0958, -0.1219, -0.0754, -0.0833, -0.0595, -0.0753, -0.0818, -0.0577, -0.0872, -0.0942, -0.0936, -0.166, -0.1197, -0.1279, -0.1866, -0.1448, -0.1146, -0.0803, -0.1096, -0.064, -0.0296, 0.0141, 0.0142, -0.0241, -0.0711, -0.1118, -0.1312, -0.1607, -0.2192, -0.2154, -0.2929, -0.2576, -0.1917, -0.1952, -0.1952, -0.1699, -0.1703, -0.1062, -0.0737, -0.0758, -0.0626, 0.0233, 0.0025, 0.0047, 0.0, -0.0146, -0.0125, 0.0712, 0.0586, 0.0915, 0.1527, 0.1082, 0.1393, 0.1364, 0.1915, 0.2667, 0.4068, 0.4648, 0.4209, 0.6411, 0.7477, 0.6845, 0.7659, 0.7053, 0.5924, 0.4977, 0.5355, 0.6085, 0.6747, 0.6503, 0.6503, 0.9687, 1.0401, 1.0294, 1.1337, 1.2755, 1.3383, 1.3723, 1.1887, 0.8986, 1.086, 1.0566, 0.9599, 1.1884, 1.1571, 1.3908, 1.2431, 1.2924, 1.4919, 1.4919, 1.662, 1.3112, 1.3112, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2044995880458375566", "ticker_idx": 1, "ts": "2026-04-17T04:26:26+00:00", "symbol": "DRAM", "kind": "sector", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The contract value could be worth ~$14B but if prices rise further then ~$18.2B. That is one buyer.", "tweet_type": "analysis", "timeline": "months", "summary": "Bullish MU and DRAM: Apple alone worth $14-18B in LPDDR5 contracts, consumer recovery upside not yet priced in.", "resolved_tickers": ["MU", "000660.KS", "005930.KS"], "resolution_method": "basket", "resolution_reason": "DRAM sector basket: Micron, SK Hynix, Samsung", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU $DRAM Apple is projected to consume a staggering 2.4 exabytes of LPDDR5 memory in 2026.\n\nThe contract value could be worth ~$14B but if prices rise further then ~$18.2B. That is one buyer.\n\nNow ask yourself: what happens when consumer recovery actually kicks in? https://t.co/ybmXMiHSH8", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": 0.01187571946863808, "ret_signed_m1d": 0.01187571946863808, "alpha_spy_m1d": 0.0238170859632042, "alpha_c_m1d": 0.03204121368462476, "bench_spy_m1d": -0.011941366494566119, "bench_c_m1d": -0.02016549421598668, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.004043452583009384, "ret_signed_p1d": 0.004043452583009384, "alpha_spy_p1d": 0.006043187698028881, "alpha_c_p1d": 0.0044743647802112, "bench_spy_p1d": -0.0019997351150194964, "bench_c_p1d": -0.00043091219720181595, "ret_p1w": 0.06368716204726914, "ret_signed_p1w": 0.06368716204726914, "alpha_spy_p1w": 0.05833612352839161, "alpha_c_p1w": -0.027402114162912675, "bench_spy_p1w": 0.005351038518877527, "bench_c_p1w": 0.09108927621018181, "ret_p1m": 0.4765970940798802, "ret_signed_p1m": 0.4765970940798802, "alpha_spy_p1m": 0.43645013030889007, "alpha_c_p1m": 0.2999339416422248, "bench_spy_p1m": 0.04014696377099014, "bench_c_p1m": 0.1766631524376554, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.4765970940798802, "alpha_spy_stated": 0.43645013030889007, "alpha_c_stated": 0.2999339416422248, "price_path": [-0.29, -0.2666, -0.2517, -0.2469, -0.2638, -0.218, -0.1831, -0.1795, -0.1809, -0.203, -0.1674, -0.1963, -0.226, -0.2193, -0.2013, -0.213, -0.1875, -0.1599, -0.16, -0.16, -0.1687, -0.1532, -0.1381, -0.1138, -0.114, -0.0895, -0.0722, -0.0352, -0.0511, -0.0509, -0.1441, -0.1905, -0.1361, -0.166, -0.2007, -0.1383, -0.1186, -0.139, -0.1365, -0.0981, -0.0767, -0.0288, -0.0666, -0.0857, -0.1413, -0.1269, -0.1351, -0.1867, -0.1854, -0.2342, -0.256, -0.1728, -0.2112, -0.1855, -0.1635, -0.1495, -0.072, -0.0815, -0.0705, -0.07, -0.0143, -0.0045, 0.0119, 0.0, 0.004, 0.0288, 0.0541, 0.0613, 0.0637, 0.1125, 0.0961, 0.1106, 0.0991, 0.1175, 0.2086, 0.2553, 0.3719, 0.3814, 0.4596, 0.5787, 0.5343, 0.6108, 0.6074, 0.4858, 0.4766, 0.4526, 0.4778, 0.5937, 0.5751, 0.5751, 0.724, 0.8166, 0.8152, 0.89, 0.9955, 1.0333, 1.0446, 0.9512, 0.7524, 0.7162, 0.8371, 0.7254, 0.8118, 0.8522, 0.9932, 0.981, 1.0439, 1.1836, 1.1939, 1.2956, 1.004, 1.0584, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2038131557618381123", "ticker_idx": 0, "ts": "2026-03-29T05:50:04+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Put buyers are behind this. Don't fall for it. TurboQuant's improvement will be marginal (15% overall, IMO). Bigger models need more HBM. Always. That does not change. Oh, also Jevons Paradox.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long MU: dismisses both the OpenAI demand scare and TurboQuant memory-reduction narrative as put-buyer FUD; HBM demand structurally intact.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "$MU Two types of idiots today.\n\nType 1: Believes 40% of DRAM demand came from OpenAI alone.\n\nType 2: Believes TurboQuant will reduce memory demand 6x.\n\nPut buyers are behind this. Don't fall for it.\n\nGrok, ChatGPT and Claude already use MoE and/or 4-bit compression at scale without significant quality regression. TurboQuant's improvement will be marginal (15% overall, IMO).\n\nIt's long-context KV cache inference only. Does not touch training or the model residing inside HBM. Quality regression at scale is unproven. It's a research paper, not a product.\n\nBigger models need more HBM. Always. That does not change. Oh, also Jevons Paradox.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.1096023022659065, "ret_signed_m1d": 0.1096023022659065, "alpha_spy_m1d": 0.10624769581851656, "alpha_c_m1d": 0.07727393975751706, "bench_spy_m1d": 0.0033546064473899406, "bench_c_m1d": 0.03232836250838944, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.04984465243436009, "ret_signed_p1d": 0.04984465243436009, "alpha_spy_p1d": 0.02077678664960292, "alpha_c_p1d": -0.0077229838645958004, "bench_spy_p1d": 0.029067865784757174, "bench_c_p1d": 0.05756763629895589, "ret_p1w": 0.17389690520640522, "ret_signed_p1w": 0.17389690520640522, "alpha_spy_p1w": 0.13123661369599482, "alpha_c_p1w": 0.08162864514609747, "bench_spy_p1w": 0.0426602915104104, "bench_c_p1w": 0.09226826006030775, "ret_p1m": 0.5670914470927786, "ret_signed_p1m": 0.5670914470927786, "alpha_spy_p1m": 0.44094623799752974, "alpha_c_p1m": 0.21214153092289, "bench_spy_p1m": 0.12614520909524884, "bench_c_p1m": 0.3549499161698886, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.5670914470927786, "alpha_spy_stated": 0.44094623799752974, "alpha_c_stated": 0.21214153092289, "price_path": [-0.1135, -0.1135, -0.0202, -0.0304, 0.0668, 0.0547, 0.0158, 0.0719, 0.0743, 0.0503, 0.0355, 0.0456, 0.1268, 0.1268, 0.1338, 0.2087, 0.235, 0.2414, 0.2086, 0.2743, 0.3521, 0.3537, 0.2887, 0.3599, 0.3029, 0.1785, 0.1893, 0.226, 0.1912, 0.1594, 0.2746, 0.2859, 0.2787, 0.2787, 0.2418, 0.3076, 0.2964, 0.33, 0.3076, 0.2984, 0.3326, 0.2908, 0.2809, 0.2818, 0.1794, 0.2449, 0.2333, 0.1502, 0.2093, 0.2521, 0.3005, 0.2591, 0.3237, 0.3723, 0.4341, 0.4342, 0.38, 0.3136, 0.256, 0.2286, 0.1869, 0.1041, 0.1096, 0.0, 0.0498, 0.1431, 0.1381, 0.1381, 0.1739, 0.1733, 0.2639, 0.3099, 0.307, 0.3255, 0.447, 0.4177, 0.4209, 0.4141, 0.3935, 0.3965, 0.5149, 0.497, 0.5436, 0.6301, 0.5671, 0.6111, 0.6071, 0.6849, 0.7913, 0.9894, 1.0714, 1.0094, 1.3207, 1.4715, 1.3822, 1.4973, 1.4115, 1.2519, 1.1179, 1.1713, 1.2747, 1.3682, 1.3337, 1.3337, 1.784, 1.8851, 1.8699, 2.0174, 2.2178, 2.3067, 2.3548, 2.0951, 1.6849, 1.9499, 1.9083, 1.7715, 2.0947, 2.0504, 2.381, 2.172, 2.2417, 2.5239, 2.5239, 2.7644, 2.2684, 2.2684, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2045740126047981792", "ticker_idx": 0, "ts": "2026-04-19T05:43:48+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU Holy Shit\n\nMicron Profit >> Amazon's by 2027", "tweet_type": "analysis", "timeline": "years", "summary": "Strongly bullish MU: projects Micron profit exceeding Amazon's by 2027, endorsing 'bargain of the century' thesis.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU Holy Shit\n\nMicron Profit >> Amazon's by 2027 https://t.co/gW0gnoP4X1", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": 0.014829832963189293, "ret_signed_m1d": 0.014829832963189293, "alpha_spy_m1d": 0.01282609089479414, "alpha_c_m1d": 0.014398735000617169, "bench_spy_m1d": 0.0020037420683951535, "bench_c_m1d": 0.0004310979625721245, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.002140830976164354, "ret_signed_p1d": 0.002140830976164354, "alpha_spy_p1d": 0.008687723824703841, "alpha_c_p1d": 0.0006320538834760914, "bench_spy_p1d": -0.006546892848539487, "bench_c_p1d": 0.0015087770926882627, "ret_p1w": 0.16979613275697347, "ret_signed_p1w": 0.16979613275697347, "alpha_spy_p1w": 0.16069515303269855, "alpha_c_p1w": 0.07862443888335968, "bench_spy_p1w": 0.009100979724274927, "bench_c_p1w": 0.09117169387361379, "ret_p1m": 0.5582265940656577, "ret_signed_p1m": 0.5582265940656577, "alpha_spy_p1m": 0.5229375248943782, "alpha_c_p1m": 0.3857978674707614, "bench_spy_p1m": 0.0352890691712795, "bench_c_p1m": 0.17242872659489628, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.1326, -0.1137, -0.1091, -0.1327, -0.0855, -0.0297, -0.0286, -0.0752, -0.0241, -0.065, -0.1543, -0.1465, -0.1202, -0.1451, -0.168, -0.0853, -0.0772, -0.0824, -0.0824, -0.1088, -0.0617, -0.0697, -0.0456, -0.0616, -0.0682, -0.0437, -0.0737, -0.0808, -0.0801, -0.1536, -0.1066, -0.1149, -0.1746, -0.1322, -0.1014, -0.0667, -0.0964, -0.0501, -0.0152, 0.0292, 0.0292, -0.0097, -0.0573, -0.0987, -0.1183, -0.1483, -0.2076, -0.2037, -0.2824, -0.2466, -0.1797, -0.1833, -0.1833, -0.1576, -0.158, -0.093, -0.06, -0.0621, -0.0487, 0.0384, 0.0174, 0.0196, 0.0148, 0.0, 0.0021, 0.0871, 0.0743, 0.1077, 0.1698, 0.1246, 0.1562, 0.1533, 0.2092, 0.2855, 0.4277, 0.4865, 0.442, 0.6654, 0.7736, 0.7095, 0.7921, 0.7305, 0.616, 0.5199, 0.5582, 0.6324, 0.6995, 0.6748, 0.6748, 0.9979, 1.0704, 1.0595, 1.1654, 1.3092, 1.373, 1.4075, 1.2211, 0.9268, 1.1169, 1.0871, 0.9889, 1.2208, 1.189, 1.4263, 1.2763, 1.3264, 1.5289, 1.5289, 1.7014, 1.3455, 1.3455, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2039889740330307793", "ticker_idx": 0, "ts": "2026-04-03T02:16:28+00:00", "symbol": "COHR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$COHR is building toward another BLUE candle launch. Setup is there.", "tweet_type": "prediction", "timeline": "days", "summary": "Bullish COHR; chart setup pointing toward another upside breakout candle.", "resolved_tickers": ["COHR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Scientific & Technical Instruments'", "bench_c_industry": "Scientific & Technical Instruments", "unit_kind": "original", "lang": "en", "tweet_text": "$COHR is building toward another BLUE candle launch. Setup is there. Crossing fingers on geopolitics/macro sentiment.\n\nGet 280+ charts daily. Try it free:\nhttps://t.co/ZQDP5HCFyq https://t.co/1bjyGJoJIL", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.019508737136055165, "ret_signed_m1d": 0.019508737136055165, "alpha_spy_m1d": 0.024213344270713533, "alpha_c_m1d": 0.025284348422035863, "bench_spy_m1d": -0.004704607134658367, "bench_c_m1d": -0.005775611285980697, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.007424393309175992, "ret_signed_p1d": 0.007424393309175992, "alpha_spy_p1d": 0.006984392744548762, "alpha_c_p1d": 0.002672310901475017, "bench_spy_p1d": 0.0004400005646272298, "bench_c_p1d": 0.004752082407700975, "ret_p1w": 0.21605714869021586, "ret_signed_p1w": 0.21605714869021586, "alpha_spy_p1w": 0.1748236723922978, "alpha_c_p1w": 0.15150089045446058, "bench_spy_p1w": 0.04123347629791807, "bench_c_p1w": 0.06455625823575528, "ret_p1m": 0.32584317734723656, "ret_signed_p1m": 0.32584317734723656, "alpha_spy_p1m": 0.2274412021923169, "alpha_c_p1m": 0.11492050247446839, "bench_spy_p1m": 0.09840197515491966, "bench_c_p1m": 0.21092267487276817, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": 0.21605714869021586, "alpha_spy_stated": 0.1748236723922978, "alpha_c_stated": 0.15150089045446058, "price_path": [-0.2433, -0.3162, -0.2968, -0.2687, -0.2495, -0.2729, -0.2261, -0.2456, -0.2456, -0.236, -0.2044, -0.1994, -0.2223, -0.219, -0.1549, -0.1267, -0.1475, -0.1621, -0.1216, -0.0949, -0.1667, -0.1737, -0.1009, -0.0425, -0.0981, -0.1166, -0.1466, -0.1421, -0.1421, -0.1313, -0.1158, -0.0819, -0.0199, -0.0171, 0.0065, 0.058, -0.0122, 0.0225, 0.1804, 0.109, 0.0855, 0.0026, -0.0691, -0.0036, 0.0293, -0.0071, -0.0472, -0.0413, -0.0231, -0.0293, 0.0158, 0.0883, 0.0016, 0.0072, 0.0755, 0.0743, -0.0392, -0.0385, -0.1326, -0.0593, -0.0214, 0.0195, 0.0195, 0.0, 0.0074, 0.1128, 0.1222, 0.2144, 0.2161, 0.2377, 0.2171, 0.2953, 0.3625, 0.3724, 0.3577, 0.3841, 0.3335, 0.3273, 0.2698, 0.2004, 0.2042, 0.2626, 0.3012, 0.3028, 0.3258, 0.3611, 0.2605, 0.324, 0.4994, 0.477, 0.5943, 0.5992, 0.5103, 0.4329, 0.3965, 0.4158, 0.4928, 0.4911, 0.4911, 0.506, 0.5014, 0.4886, 0.4275, 0.4331, 0.6858, 0.6485, 0.6661, 0.4888, 0.5873, 0.4057, 0.401, 0.4358, 0.5205, 0.6343, 0.5118, 0.4961, 0.5385, 0.5385, 0.6803, 0.5055, 0.5055, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2048012899889865060", "ticker_idx": 0, "ts": "2026-04-25T12:15:00+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Forward PE 7x → 18x soon?", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish MU: structural memory transformation (LTAs, HBM, strategic asset) implies PE re-rating from 7x to 18x.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU $DRAM The memory industry is absolutely unrecognizable from 2 years ago.\n\nSpot Contracts → 3 to 5 year LTAs\nCommodity DRAM → HBM3E, HBM4, SOCAMM2 Supporting Player → Critical & Strategic Asset\nMore Capacity → More Intelligence\nForward PE 7x → 18x soon? https://t.co/NuljQ3HiW6", "reply_text": null, "parent_text": null, "quoted_text": "$MU Signs of structural memory transformation during earnings today. Must Read 👇\n\nAutomotive: \"The average car today has less than L2 ADAS capability, containing approximately 16GB of DRAM, while vehicles with L4 autonomy require over 300GB.\"\n\nRobots: \"Humanoid robots will be https://t.co/9rKtVnPhcB", "parent_author": null, "ret_m1d": -0.05307304496618781, "ret_signed_m1d": -0.05307304496618781, "alpha_spy_m1d": -0.051353220022120616, "alpha_c_m1d": -0.05342857902439757, "bench_spy_m1d": -0.0017198249440671942, "bench_c_m1d": 0.00035553405820976103, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0386418886457458, "ret_signed_p1d": -0.0386418886457458, "alpha_spy_p1d": -0.033775896378626324, "alpha_c_p1d": -0.008914045205150267, "bench_spy_p1d": -0.004865992267119479, "bench_c_p1d": -0.029727843440595536, "ret_p1w": 0.09892102884311416, "ret_signed_p1w": 0.09892102884311416, "alpha_spy_p1w": 0.09494994449092009, "alpha_c_p1w": 0.09787413837364523, "bench_spy_p1w": 0.003971084352194065, "bench_c_p1w": 0.0010468904694689307, "ret_p1m": 0.707869469750678, "ret_signed_p1m": 0.707869469750678, "alpha_spy_p1m": 0.6583427039696157, "alpha_c_p1m": 0.5184806121808285, "bench_spy_p1m": 0.0495267657810623, "bench_c_p1m": 0.18938885756984947, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.707869469750678, "alpha_spy_stated": 0.6583427039696157, "alpha_c_stated": 0.5184806121808285, "price_path": [-0.1705, -0.1696, -0.2094, -0.1657, -0.2007, -0.277, -0.2704, -0.2479, -0.2692, -0.2888, -0.2181, -0.2112, -0.2156, -0.2156, -0.2382, -0.1979, -0.2047, -0.1841, -0.1978, -0.2035, -0.1825, -0.2081, -0.2142, -0.2136, -0.2765, -0.2363, -0.2434, -0.2944, -0.2581, -0.2319, -0.2022, -0.2276, -0.188, -0.1581, -0.1202, -0.1201, -0.1534, -0.1941, -0.2295, -0.2463, -0.2719, -0.3226, -0.3193, -0.3865, -0.356, -0.2987, -0.3018, -0.3018, -0.2799, -0.2802, -0.2246, -0.1965, -0.1982, -0.1868, -0.1123, -0.1303, -0.1284, -0.1325, -0.1452, -0.1433, -0.0707, -0.0817, -0.0531, 0.0, -0.0386, -0.0116, -0.0141, 0.0336, 0.0989, 0.2205, 0.2708, 0.2327, 0.4237, 0.5162, 0.4614, 0.532, 0.4794, 0.3815, 0.2993, 0.332, 0.3954, 0.4528, 0.4317, 0.4317, 0.7079, 0.7699, 0.7606, 0.8511, 0.974, 1.0286, 1.058, 0.8987, 0.6471, 0.8097, 0.7841, 0.7002, 0.8985, 0.8713, 1.0741, 0.9459, 0.9887, 1.1618, 1.1618, 1.3093, 1.0051, 1.0051, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2035569072671543713", "ticker_idx": 0, "ts": "2026-03-22T04:07:40+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Three things the bears need to hear. One. Non-HBM DRAM is more profitable than HBM today. The entire portfolio is firing. Two. A meaningful supply ramp does not even begin until 2028. Three. Revenue grew nearly $10B from Q1 to Q2. Another $10B from Q2 to Q3.", "tweet_type": "news_reaction", "timeline": "quarters", "summary": "Bullish MU: CEO highlights entire portfolio profitability, supply constrained until 2028+, and strong sequential revenue growth.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU @MicronCEO on CNBC. Three things the bears need to hear.\n\nOne. Non-HBM DRAM is more profitable than HBM today. The entire portfolio is firing.\n\nTwo. A meaningful supply ramp does not even begin until 2028. And even then, supply will not catch demand for a considerable period of time.\n\nThree. Revenue grew nearly $10B from Q1 to Q2. Another $10B from Q2 to Q3.\n\n\"Bringing up supply is a very long lead item. DRAM needs new capacity. New capacity takes new construction. Construction is a long lead time item. So earliest that we see in the industry meaningful ramp ...  gradually happen overtime starting in 2028 timeframe. So I do not see supply catching up to demand for considerable period of time here.\"\n\n\"Today, Non-HBM dram has actually higher profitability than HBM. NAND has strong profitability as well, so we are managing the mix of the business, keeping in mind long-term considerations and absolutely, data center is the biggest growth driver. We are well positioned with our product portfolio, including HBM, to address these demand trends.\"", "reply_text": null, "parent_text": null, "quoted_text": "So what's up with Micron Technology $MU? Why did so many analysts lower the price targets but still rated it as Bullish? A bit contradicting isn't it? Well, here's the answer.\n\nThe DRAM spot prices have been mostly flat. The 'recovery' didn't come as soon as they initially https://t.co/GgCJ7xL1t0", "parent_author": null, "ret_m1d": 0.04587608576961788, "ret_signed_m1d": 0.04587608576961788, "alpha_spy_m1d": 0.05626697277273662, "alpha_c_m1d": 0.06279144596220554, "bench_spy_m1d": -0.010390887003118743, "bench_c_m1d": -0.01691536019258766, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.021812755900196712, "ret_signed_p1d": -0.021812755900196712, "alpha_spy_p1d": -0.018455941423019206, "alpha_c_p1d": -0.030066054927246122, "bench_spy_p1d": -0.0033568144771775055, "bench_c_p1d": 0.00825329902704941, "ret_p1w": -0.2038205167448306, "ret_signed_p1w": -0.2038205167448306, "alpha_spy_p1w": -0.168100768924211, "alpha_c_p1w": -0.13015435860051405, "bench_spy_p1w": -0.035719747820619596, "bench_c_p1w": -0.07366615814431654, "ret_p1m": 0.11183080685194713, "ret_signed_p1m": 0.11183080685194713, "alpha_spy_p1m": 0.037522725007372415, "alpha_c_p1m": -0.07546483157337813, "bench_spy_p1m": 0.07430808184457471, "bench_c_p1m": 0.18729563842532526, "ret_p3m": 1.8056544396831904, "ret_signed_p3m": 1.8056544396831904, "alpha_spy_p3m": 1.6633190446926047, "alpha_c_p3m": 1.119534167857148, "bench_spy_p3m": 0.14233539499058567, "bench_c_p3m": 0.6861202718260424, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": 1.8056544396831904, "alpha_spy_stated": 1.6633190446926047, "alpha_c_stated": 1.119534167857148, "price_path": [-0.2913, -0.2913, -0.296, -0.272, -0.2763, -0.2942, -0.2942, -0.2199, -0.228, -0.1507, -0.1603, -0.1912, -0.1466, -0.1446, -0.1638, -0.1756, -0.1675, -0.1029, -0.1029, -0.0973, -0.0377, -0.0167, -0.0116, -0.0377, 0.0146, 0.0765, 0.0778, 0.026, 0.0827, 0.0373, -0.0617, -0.0531, -0.0239, -0.0516, -0.0769, 0.0148, 0.0238, 0.0181, 0.0181, -0.0113, 0.0411, 0.0322, 0.0589, 0.0411, 0.0338, 0.061, 0.0277, 0.0198, 0.0206, -0.061, -0.0089, -0.0181, -0.0842, -0.0372, -0.0031, 0.0355, 0.0025, 0.0539, 0.0926, 0.1418, 0.1419, 0.0987, 0.0459, 0.0, -0.0218, -0.0551, -0.1209, -0.1166, -0.2038, -0.1641, -0.0899, -0.0939, -0.0939, -0.0654, -0.0658, 0.0063, 0.0429, 0.0406, 0.0554, 0.1521, 0.1288, 0.1313, 0.1259, 0.1095, 0.1118, 0.2061, 0.1918, 0.229, 0.2978, 0.2477, 0.2827, 0.2795, 0.3415, 0.4262, 0.5839, 0.6492, 0.5999, 0.8477, 0.9678, 0.8966, 0.9883, 0.92, 0.7929, 0.6862, 0.7288, 0.811, 0.8855, 0.8581, 0.8581, 1.2165, 1.297, 1.2849, 1.4024, 1.562, 1.6327, 1.671, 1.4642, 1.1377, 1.3487, 1.3155, 1.2066, 1.4639, 1.4286, 1.6918, 1.5255, 1.581, 1.8057, 1.8057, 1.9971, 1.6022, 1.6022, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2040671846111318184", "ticker_idx": 0, "ts": "2026-04-05T06:04:16+00:00", "symbol": "LITE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "My highest conviction is $LITE", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Highest conviction long LITE; growing bullish on MRVL and TSEM in semi/optics sector.", "resolved_tickers": ["LITE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@gregory_FTA Wise. I am not in a hurry either. Focused on semi sector for now like you are. Do you own optics? My highest conviction is $LITE but I am starting to like $MRVL and $TSEM too.", "reply_text": null, "parent_text": "@TradexWhisperer I would give that one some time to breathe and develop.   Nasty long term pattern.", "quoted_text": null, "parent_author": "gregory_FTA", "ret_m1d": 0.07069971191103863, "ret_signed_m1d": 0.07069971191103863, "alpha_spy_m1d": 0.075404319045697, "alpha_c_m1d": 0.075404319045697, "bench_spy_m1d": -0.004704607134658367, "bench_c_m1d": -0.004704607134658367, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05628783479316746, "ret_signed_p1d": 0.05628783479316746, "alpha_spy_p1d": 0.05584783422854023, "alpha_c_p1d": 0.05584783422854023, "bench_spy_p1d": 0.0004400005646272298, "bench_c_p1d": 0.0004400005646272298, "ret_p1w": 0.12806230852421496, "ret_signed_p1w": 0.12806230852421496, "alpha_spy_p1w": 0.08682883222629689, "alpha_c_p1w": 0.08682883222629689, "bench_spy_p1w": 0.04123347629791807, "bench_c_p1w": 0.04123347629791807, "ret_p1m": 0.28782301733749915, "ret_signed_p1m": 0.28782301733749915, "alpha_spy_p1m": 0.1894210421825795, "alpha_c_p1m": 0.1894210421825795, "bench_spy_p1m": 0.09840197515491966, "bench_c_p1m": 0.09840197515491966, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.28782301733749915, "alpha_spy_stated": 0.1894210421825795, "alpha_c_stated": 0.1894210421825795, "price_path": [-0.4913, -0.549, -0.545, -0.5599, -0.5321, -0.5706, -0.5555, -0.5801, -0.5801, -0.538, -0.5307, -0.541, -0.5608, -0.5695, -0.52, -0.5015, -0.5061, -0.4926, -0.4517, -0.4366, -0.3972, -0.3468, -0.2852, -0.2527, -0.2734, -0.2566, -0.2445, -0.2713, -0.2713, -0.2225, -0.2305, -0.1769, -0.1353, -0.1263, -0.1088, -0.0633, -0.1234, -0.0924, 0.0142, -0.1008, -0.1185, -0.1573, -0.2769, -0.1704, -0.1298, -0.1298, -0.2022, -0.1939, -0.1909, -0.1589, -0.0925, -0.0002, -0.0854, -0.0561, 0.0385, 0.0063, -0.1081, -0.0901, -0.1521, -0.09, -0.0099, 0.0707, 0.0707, 0.0, 0.0563, 0.1602, 0.1578, 0.1619, 0.1281, 0.1042, 0.067, 0.154, 0.1577, 0.159, 0.0837, 0.1312, 0.0966, 0.1416, 0.1132, 0.0247, 0.1114, 0.1684, 0.23, 0.264, 0.2878, 0.2227, 0.1558, 0.1703, 0.3636, 0.285, 0.3342, 0.2972, 0.2569, 0.1459, 0.1525, 0.124, 0.2489, 0.2261, 0.2261, 0.1794, 0.1684, 0.1144, 0.1071, 0.1719, 0.3326, 0.2146, 0.2238, 0.1183, 0.1594, 0.0641, 0.1049, 0.1519, 0.1933, 0.2395, 0.1335, 0.1265, 0.1006, 0.1006, 0.1575, 0.072, 0.072, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2040671846111318184", "ticker_idx": 1, "ts": "2026-04-05T06:04:16+00:00", "symbol": "MRVL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I am starting to like $MRVL", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Highest conviction long LITE; growing bullish on MRVL and TSEM in semi/optics sector.", "resolved_tickers": ["MRVL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@gregory_FTA Wise. I am not in a hurry either. Focused on semi sector for now like you are. Do you own optics? My highest conviction is $LITE but I am starting to like $MRVL and $TSEM too.", "reply_text": null, "parent_text": "@TradexWhisperer I would give that one some time to breathe and develop.   Nasty long term pattern.", "quoted_text": null, "parent_author": "gregory_FTA", "ret_m1d": -0.021915846595207733, "ret_signed_m1d": -0.021915846595207733, "alpha_spy_m1d": -0.017211239460549366, "alpha_c_m1d": -0.012672946548326958, "bench_spy_m1d": -0.004704607134658367, "bench_c_m1d": -0.009242900046880775, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.001187187354363628, "ret_signed_p1d": -0.001187187354363628, "alpha_spy_p1d": -0.0016271879189908578, "alpha_c_p1d": -0.01108663379458208, "bench_spy_p1d": 0.0004400005646272298, "bench_c_p1d": 0.009899446440218451, "ret_p1w": 0.19957740256622625, "ret_signed_p1w": 0.19957740256622625, "alpha_spy_p1w": 0.15834392626830818, "alpha_c_p1w": 0.07997544277639812, "bench_spy_p1w": 0.04123347629791807, "bench_c_p1w": 0.11960195978982813, "ret_p1m": 0.5417264430927262, "ret_signed_p1m": 0.5417264430927262, "alpha_spy_p1m": 0.44332446793780655, "alpha_c_p1m": 0.2217355649181887, "bench_spy_p1m": 0.09840197515491966, "bench_c_p1m": 0.31999087817453753, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.5417264430927262, "alpha_spy_stated": 0.44332446793780655, "alpha_c_stated": 0.2217355649181887, "price_path": [-0.2277, -0.2385, -0.2401, -0.2431, -0.2416, -0.2584, -0.266, -0.2653, -0.2653, -0.2713, -0.2462, -0.2412, -0.2674, -0.2533, -0.2427, -0.2364, -0.2572, -0.2793, -0.2817, -0.3102, -0.3267, -0.3223, -0.2669, -0.248, -0.2511, -0.2572, -0.2856, -0.2822, -0.2822, -0.2785, -0.2778, -0.273, -0.2742, -0.2897, -0.2842, -0.2611, -0.276, -0.254, -0.2616, -0.2922, -0.2869, -0.3089, -0.1821, -0.154, -0.148, -0.1741, -0.1994, -0.1977, -0.1637, -0.1709, -0.1999, -0.1824, -0.1972, -0.1767, -0.1566, -0.101, -0.108, -0.1336, -0.1982, -0.0955, -0.0256, -0.0219, -0.0219, 0.0, -0.0012, 0.0451, 0.0952, 0.1739, 0.1996, 0.2227, 0.2297, 0.2185, 0.2762, 0.3507, 0.3824, 0.4373, 0.5126, 0.5012, 0.4454, 0.3999, 0.4304, 0.5088, 0.507, 0.4952, 0.5417, 0.5728, 0.4619, 0.5543, 0.5608, 0.5029, 0.6258, 0.6681, 0.6161, 0.5434, 0.6104, 0.7066, 0.7422, 0.7937, 0.7937, 0.9027, 0.8154, 0.8714, 0.8729, 1.0047, 1.6567, 1.7559, 1.891, 1.4071, 1.639, 1.4383, 1.3077, 1.5646, 1.5554, 1.822, 1.546, 1.6453, 1.8375, 1.8375, 1.8127, 1.5494, 1.5494, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2040671846111318184", "ticker_idx": 2, "ts": "2026-04-05T06:04:16+00:00", "symbol": "TSEM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "starting to like $LITE but I am starting to like $MRVL and $TSEM too", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Highest conviction long LITE; growing bullish on MRVL and TSEM in semi/optics sector.", "resolved_tickers": ["TSEM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@gregory_FTA Wise. I am not in a hurry either. Focused on semi sector for now like you are. Do you own optics? My highest conviction is $LITE but I am starting to like $MRVL and $TSEM too.", "reply_text": null, "parent_text": "@TradexWhisperer I would give that one some time to breathe and develop.   Nasty long term pattern.", "quoted_text": null, "parent_author": "gregory_FTA", "ret_m1d": 0.040012621655526104, "ret_signed_m1d": 0.040012621655526104, "alpha_spy_m1d": 0.04471722879018447, "alpha_c_m1d": 0.04925552170240688, "bench_spy_m1d": -0.004704607134658367, "bench_c_m1d": -0.009242900046880775, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0035227833237538864, "ret_signed_p1d": 0.0035227833237538864, "alpha_spy_p1d": 0.0030827827591266566, "alpha_c_p1d": -0.006376663116464565, "bench_spy_p1d": 0.0004400005646272298, "bench_c_p1d": 0.009899446440218451, "ret_p1w": 0.10137230417901, "ret_signed_p1w": 0.10137230417901, "alpha_spy_p1w": 0.06013882788109193, "alpha_c_p1w": -0.01822965561081813, "bench_spy_p1w": 0.04123347629791807, "bench_c_p1w": 0.11960195978982813, "ret_p1m": 0.18581416417394592, "ret_signed_p1m": 0.18581416417394592, "alpha_spy_p1m": 0.08741218901902625, "alpha_c_p1m": -0.1341767140005916, "bench_spy_p1m": 0.09840197515491966, "bench_c_p1m": 0.31999087817453753, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.18581416417394592, "alpha_spy_stated": 0.08741218901902625, "alpha_c_stated": -0.1341767140005916, "price_path": [-0.3574, -0.3831, -0.3689, -0.3622, -0.3439, -0.3522, -0.348, -0.3174, -0.3174, -0.3217, -0.2985, -0.3166, -0.3237, -0.332, -0.3027, -0.2695, -0.2917, -0.2916, -0.2802, -0.2828, -0.3623, -0.3213, -0.2689, -0.2243, -0.2819, -0.2931, -0.2976, -0.3231, -0.3231, -0.3281, -0.3251, -0.3382, -0.3245, -0.33, -0.3375, -0.3377, -0.3489, -0.3434, -0.2713, -0.34, -0.3506, -0.3662, -0.4185, -0.3929, -0.3855, -0.372, -0.3767, -0.3443, -0.2719, -0.2751, -0.2536, -0.1268, -0.1396, -0.095, -0.0493, -0.0076, -0.0816, -0.0961, -0.1662, -0.0773, -0.0164, 0.04, 0.04, 0.0, 0.0035, 0.0709, 0.0717, 0.0705, 0.1014, 0.1258, 0.1338, 0.1291, 0.1907, 0.1803, 0.1395, 0.0837, 0.0583, 0.0544, 0.0691, 0.0177, 0.0473, 0.1623, 0.1463, 0.1308, 0.1858, 0.1403, 0.1042, 0.1095, 0.2034, 0.1611, 0.4237, 0.4758, 0.4406, 0.3043, 0.3212, 0.3906, 0.467, 0.4902, 0.4902, 0.5171, 0.4606, 0.4486, 0.342, 0.3278, 0.4444, 0.4086, 0.3739, 0.2381, 0.2726, 0.1992, 0.2279, 0.3583, 0.3824, 0.5083, 0.4119, 0.4045, 0.5077, 0.5077, 0.666, 0.4861, 0.4861, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2046795971397648442", "ticker_idx": 0, "ts": "2026-04-22T03:39:21+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU $DRAM Bears are still wearing nostalgia glasses. The architecture has changed. AI Inference inverts the entire hierarchy. Memory becomes the dominant bottleneck. The floor has been raised. Permanently.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish MU: AI inference makes memory the dominant bottleneck, permanently raising the demand floor; bears are wrong.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU $DRAM Bears are still wearing nostalgia glasses. The architecture has changed.\n\nAI Training: GPU was the primary bottleneck.\n\nAI Inference inverts the entire hierarchy. Memory becomes the dominant bottleneck. GPU utilization drops to secondary. Bursty. Often idle. Waiting for memory to feed it.\n\nThe floor has been raised. Permanently. This is a complete inversion of the compute hierarchy.", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": -0.07815706335615102, "ret_signed_m1d": -0.07815706335615102, "alpha_spy_m1d": -0.06813187347268079, "alpha_c_m1d": -0.052634375494925556, "bench_spy_m1d": -0.010025189883470231, "bench_c_m1d": -0.025522687861225468, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.011815889135578406, "ret_signed_p1d": -0.011815889135578406, "alpha_spy_p1d": -0.007935148267180003, "alpha_c_p1d": -0.02234379147522958, "bench_spy_p1d": -0.0038807408683984024, "bench_c_p1d": 0.010527902339651174, "ret_p1w": 0.0635513462872983, "ret_signed_p1w": 0.0635513462872983, "alpha_spy_p1w": 0.06303114942470667, "alpha_c_p1w": 0.0158404207149776, "bench_spy_p1w": 0.0005201968625916376, "bench_c_p1w": 0.047710925572320706, "ret_p1m": 0.5633461032462956, "ret_signed_p1m": 0.5633461032462956, "alpha_spy_p1m": 0.5190414372112186, "alpha_c_p1m": 0.3723975033793536, "bench_spy_p1m": 0.04430466603507699, "bench_c_p1m": 0.19094859986694201, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.5633461032462956, "alpha_spy_stated": 0.5190414372112186, "alpha_c_stated": 0.3723975033793536, "price_path": [-0.1805, -0.2022, -0.1588, -0.1075, -0.1064, -0.1493, -0.1023, -0.1399, -0.222, -0.2149, -0.1907, -0.2136, -0.2346, -0.1586, -0.1512, -0.1559, -0.1559, -0.1802, -0.1368, -0.1442, -0.122, -0.1368, -0.1429, -0.1203, -0.1479, -0.1544, -0.1538, -0.2215, -0.1782, -0.1858, -0.2407, -0.2017, -0.1734, -0.1415, -0.1688, -0.1262, -0.0941, -0.0533, -0.0532, -0.089, -0.1328, -0.1709, -0.189, -0.2165, -0.2711, -0.2675, -0.3399, -0.307, -0.2454, -0.2487, -0.2487, -0.2251, -0.2254, -0.1656, -0.1353, -0.1372, -0.125, -0.0448, -0.0641, -0.0621, -0.0665, -0.0801, -0.0782, 0.0, -0.0118, 0.019, 0.0761, 0.0345, 0.0636, 0.0609, 0.1123, 0.1825, 0.3133, 0.3674, 0.3265, 0.532, 0.6315, 0.5725, 0.6485, 0.5919, 0.4865, 0.3981, 0.4334, 0.5016, 0.5633, 0.5406, 0.5406, 0.8378, 0.9045, 0.8945, 0.9919, 1.1242, 1.1829, 1.2146, 1.0432, 0.7724, 0.9473, 0.9199, 0.8296, 1.0429, 1.0136, 1.2319, 1.094, 1.14, 1.3262, 1.3262, 1.485, 1.1576, 1.1576, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2034326708774641839", "ticker_idx": 0, "ts": "2026-03-18T17:50:57+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "It coming! 1T", "tweet_type": "prediction", "timeline": "months", "summary": "Endorses MU reaching $1T valuation before year-end.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@Sammy_CT It coming! 1T", "reply_text": null, "parent_text": "@TradexWhisperer No reason why $MU shouldn't be at $1 Trillion valuation before end of year, its a fair number, which would still be 50% away from $AVGO sitting at $1.5T", "quoted_text": null, "parent_author": "Sammy_CT", "ret_m1d": -8.668561804270336e-05, "ret_signed_m1d": -8.668561804270336e-05, "alpha_spy_m1d": -0.014237789607872364, "alpha_c_m1d": -0.008240701279861429, "bench_spy_m1d": 0.014151103989829661, "bench_c_m1d": 0.008154015661818725, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03781436926195425, "ret_signed_p1d": -0.03781436926195425, "alpha_spy_p1d": -0.03534998821864299, "alpha_c_p1d": -0.04098961745806673, "bench_spy_p1d": -0.002464381043311259, "bench_c_p1d": 0.003175248196112479, "ret_p1w": -0.17248176626542222, "ret_signed_p1w": -0.17248176626542222, "alpha_spy_p1w": -0.1682239948840989, "alpha_c_p1w": -0.18607176652821733, "bench_spy_p1w": -0.0042577713813233276, "bench_c_p1w": 0.01359000026279511, "ret_p1m": -0.009329977698455227, "ret_signed_p1m": -0.009329977698455227, "alpha_spy_p1m": -0.07304988226248144, "alpha_c_p1m": -0.1646122503637466, "bench_spy_p1m": 0.06371990456402621, "bench_c_p1m": 0.15528227266529138, "ret_p3m": 1.3573235395556194, "ret_signed_p3m": 1.3573235395556194, "alpha_spy_p3m": 1.2129976412346917, "alpha_c_p3m": 0.713561115408663, "bench_spy_p3m": 0.14432589832092768, "bench_c_p3m": 0.6437624241469564, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.009329977698455227, "alpha_spy_stated": -0.07304988226248144, "alpha_c_stated": -0.1646122503637466, "price_path": [-0.4243, -0.4012, -0.4019, -0.3794, -0.3794, -0.3835, -0.3625, -0.3662, -0.3819, -0.3819, -0.3169, -0.324, -0.2562, -0.2646, -0.2918, -0.2526, -0.2509, -0.2677, -0.278, -0.2709, -0.2144, -0.2144, -0.2095, -0.1573, -0.1389, -0.1345, -0.1573, -0.1115, -0.0573, -0.0562, -0.1015, -0.0518, -0.0916, -0.1783, -0.1707, -0.1452, -0.1694, -0.1916, -0.1113, -0.1034, -0.1084, -0.1084, -0.1342, -0.0883, -0.0961, -0.0727, -0.0883, -0.0947, -0.0709, -0.1, -0.1069, -0.1063, -0.1777, -0.132, -0.1401, -0.198, -0.1568, -0.127, -0.0932, -0.1221, -0.0771, -0.0432, -0.0001, 0.0, -0.0378, -0.0841, -0.1243, -0.1434, -0.1725, -0.2302, -0.2263, -0.3028, -0.268, -0.203, -0.2065, -0.2065, -0.1815, -0.1819, -0.1187, -0.0867, -0.0887, -0.0758, 0.0089, -0.0115, -0.0093, -0.014, -0.0284, -0.0263, 0.0562, 0.0437, 0.0762, 0.1366, 0.0926, 0.1233, 0.1205, 0.1748, 0.249, 0.3871, 0.4443, 0.401, 0.6181, 0.7232, 0.6609, 0.7412, 0.6814, 0.5701, 0.4767, 0.5139, 0.586, 0.6512, 0.6272, 0.6272, 0.9411, 1.0116, 1.001, 1.1038, 1.2436, 1.3056, 1.3391, 1.158, 0.872, 1.0568, 1.0278, 0.9324, 1.1577, 1.1268, 1.3573, 1.2117, 1.2603, 1.457, 1.457, 1.6247, 1.2788, 1.2788, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2034500782767349943", "ticker_idx": 0, "ts": "2026-03-19T05:22:40+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The market is giving you an incredible gift.", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Strongly bullish MU post-earnings: PEG of 0.2, HBM growth, DRAM/NAND price surge, and AI inference tailwind make it a bargain.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU PEG ratio is 0.2 after today's earnings.\n\nThe Age of Agentic AI Inference Is Coming.\nThe market is giving you an incredible gift.", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": 0.039300492601358705, "ret_signed_m1d": 0.039300492601358705, "alpha_spy_m1d": 0.03683002338053165, "alpha_c_m1d": 0.04246569050852611, "bench_spy_m1d": 0.002470469220827054, "bench_c_m1d": -0.0031651979071674052, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04810137299176742, "ret_signed_p1d": -0.04810137299176742, "alpha_spy_p1d": -0.033765676724914706, "alpha_c_p1d": -0.022323942506537797, "bench_spy_p1d": -0.014335696266852715, "bench_c_p1d": -0.025777430485229624, "ret_p1w": -0.1999009602022468, "ret_signed_p1w": -0.1999009602022468, "alpha_spy_p1w": -0.18027651616244322, "alpha_c_p1w": -0.1642481277017227, "bench_spy_p1w": -0.019624444039803568, "bench_c_p1w": -0.03565283250052409, "ret_p1m": 0.024739883090157067, "ret_signed_p1m": 0.024739883090157067, "alpha_spy_p1m": -0.05449545344513007, "alpha_c_p1m": -0.15058673465555272, "bench_spy_p1m": 0.07923533653528714, "bench_c_p1m": 0.1753266177457098, "ret_p3m": 1.2985770897555384, "ret_signed_p3m": 1.2985770897555384, "alpha_spy_p3m": 1.1582629937501192, "alpha_c_p3m": 0.7387675611034268, "bench_spy_p3m": 0.14031409600541922, "bench_c_p3m": 0.5598095286521116, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.024739883090157067, "alpha_spy_stated": -0.05449545344513007, "alpha_c_stated": -0.15058673465555272, "price_path": [-0.3777, -0.3784, -0.355, -0.355, -0.3592, -0.3374, -0.3413, -0.3576, -0.3576, -0.29, -0.2974, -0.227, -0.2357, -0.2639, -0.2232, -0.2215, -0.2389, -0.2497, -0.2423, -0.1835, -0.1835, -0.1784, -0.1242, -0.1051, -0.1004, -0.1242, -0.0766, -0.0202, -0.0191, -0.0662, -0.0146, -0.0559, -0.146, -0.1382, -0.1116, -0.1368, -0.1599, -0.0764, -0.0682, -0.0734, -0.0734, -0.1001, -0.0525, -0.0606, -0.0362, -0.0524, -0.0591, -0.0344, -0.0646, -0.0718, -0.0711, -0.1454, -0.0979, -0.1063, -0.1665, -0.1237, -0.0926, -0.0576, -0.0876, -0.0408, -0.0056, 0.0392, 0.0393, 0.0, -0.0481, -0.0899, -0.1097, -0.14, -0.1999, -0.1959, -0.2754, -0.2392, -0.1717, -0.1753, -0.1753, -0.1493, -0.1498, -0.0841, -0.0508, -0.0529, -0.0395, 0.0486, 0.0274, 0.0296, 0.0247, 0.0098, 0.0119, 0.0977, 0.0848, 0.1185, 0.1812, 0.1356, 0.1675, 0.1646, 0.221, 0.2981, 0.4416, 0.501, 0.4561, 0.6817, 0.7909, 0.7262, 0.8096, 0.7474, 0.6318, 0.5347, 0.5734, 0.6483, 0.7161, 0.6911, 0.6911, 1.0174, 1.0906, 1.0796, 1.1865, 1.3318, 1.3962, 1.431, 1.2428, 0.9456, 1.1376, 1.1075, 1.0084, 1.2425, 1.2104, 1.45, 1.2986, 1.3491, 1.5536, 1.5536, 1.7278, 1.3684, 1.3684, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
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{"unit_id": "orig:2040311252795400446", "ticker_idx": 1, "ts": "2026-04-04T06:11:24+00:00", "symbol": "SNDK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Analyst Vijay Rakesh maintained his Outperform ratings on both names", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Mizuho reiterates Outperform on MU (PT $530) and SNDK (PT $710), calling the sell-off a buying opportunity on Jevons paradox/AI growth thesis.", "resolved_tickers": ["SNDK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "original", "lang": "en", "tweet_text": "$MU $SNDK Sell-off Is a \"Buying Opportunity\" Says Mizuho Financial Group\n\nAnalyst Vijay Rakesh maintained his Outperform ratings on both names. He set a $530 price target on Micron and $710 on Sandisk.\n\nRakesh pointed to the Jevons paradox. The 2025 launch of DeepSeek initially raised fears of a GPU slowdown, but instead accelerated broader AI growth.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.03179550649585616, "ret_signed_m1d": -0.03179550649585616, "alpha_spy_m1d": -0.027090899361197796, "alpha_c_m1d": -0.026019895209875465, "bench_spy_m1d": -0.004704607134658367, "bench_c_m1d": -0.005775611285980697, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.019085625763013203, "ret_signed_p1d": -0.019085625763013203, "alpha_spy_p1d": -0.019525626327640433, "alpha_c_p1d": -0.023837708170714178, "bench_spy_p1d": 0.0004400005646272298, "bench_c_p1d": 0.004752082407700975, "ret_p1w": 0.31446392446037175, "ret_signed_p1w": 0.31446392446037175, "alpha_spy_p1w": 0.2732304481624537, "alpha_c_p1w": 0.24990766622461646, "bench_spy_p1w": 0.04123347629791807, "bench_c_p1w": 0.06455625823575528, "ret_p1m": 0.9407420846677377, "ret_signed_p1m": 0.9407420846677377, "alpha_spy_p1m": 0.842340109512818, "alpha_c_p1m": 0.7298194097949695, "bench_spy_p1m": 0.09840197515491966, "bench_c_p1m": 0.21092267487276817, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.9407420846677377, "alpha_spy_stated": 0.842340109512818, "alpha_c_stated": 0.7298194097949695, "price_path": [-0.5121, -0.5383, -0.4792, -0.4628, -0.4621, -0.4648, -0.4352, -0.4292, -0.4292, -0.3747, -0.3082, -0.3052, -0.3461, -0.3503, -0.3356, -0.2719, -0.2558, -0.2048, -0.082, -0.0402, -0.1933, -0.2048, -0.1748, -0.1949, -0.2525, -0.1729, -0.1302, -0.1353, -0.1353, -0.185, -0.1714, -0.1429, -0.103, -0.0802, -0.1188, -0.1273, -0.1004, -0.1232, -0.1457, -0.2197, -0.1733, -0.2195, -0.2723, -0.1875, -0.1459, -0.0955, -0.146, -0.087, -0.029, -0.0062, 0.0401, 0.0655, -0.0206, -0.0306, -0.0306, -0.0645, -0.1676, -0.1501, -0.2099, -0.1232, -0.044, -0.0318, -0.0318, 0.0, -0.0191, 0.0777, 0.1752, 0.1755, 0.3145, 0.3034, 0.2306, 0.2689, 0.271, 0.26, 0.2468, 0.3511, 0.2868, 0.3661, 0.4769, 0.3833, 0.4686, 0.5132, 0.6381, 0.7331, 0.9407, 0.9458, 0.8492, 1.1561, 1.1357, 1.0038, 0.9972, 0.9082, 0.9425, 0.8396, 0.909, 0.9218, 1.1283, 1.0406, 1.0406, 1.1936, 1.1941, 1.2655, 1.3391, 1.4308, 1.3686, 1.5275, 1.4284, 1.1519, 1.266, 1.2722, 1.2677, 1.5965, 1.7326, 1.9089, 1.7484, 1.7032, 2.015, 2.015, 2.1378, 1.7098, 1.7098, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2040230569284682056", "ticker_idx": 0, "ts": "2026-04-04T00:50:48+00:00", "symbol": "MSFT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "its distribution advantage never expires. The product doesn't have to be the best. It just has to be everywhere. Competitors build better tools. Microsoft builds better pipes and it reaches every single enterprise.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish MSFT despite ugly chart: durable enterprise distribution moat means it doesn't need the best product to win.", "resolved_tickers": ["MSFT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "$MSFT chart looks awful but its distribution advantage never expires.\n\nThe product doesn't have to be the best. It just has to be everywhere. Competitors build better tools. Microsoft builds better pipes and it reaches every single enterprise.\n\nUnexpected things can happen 👀", "reply_text": null, "parent_text": null, "quoted_text": "Microsoft 365 connectors are now available on every Claude plan.\n\nConnect Outlook, OneDrive, and SharePoint to bring your email, docs, and files into the conversation.\n\nGet started here: https://t.co/EdoQeT8BBN https://t.co/sOrigP41FJ", "parent_author": null, "ret_m1d": 0.001555430246983125, "ret_signed_m1d": 0.001555430246983125, "alpha_spy_m1d": 0.006260037381641492, "alpha_c_m1d": 0.006260037381641492, "bench_spy_m1d": -0.004704607134658367, "bench_c_m1d": -0.004704607134658367, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0015822508381434508, "ret_signed_p1d": -0.0015822508381434508, "alpha_spy_p1d": -0.0020222514027706806, "alpha_c_p1d": -0.0020222514027706806, "bench_spy_p1d": 0.0004400005646272298, "bench_c_p1d": 0.0004400005646272298, "ret_p1w": 0.03081423459815258, "ret_signed_p1w": 0.03081423459815258, "alpha_spy_p1w": -0.010419241699765491, "alpha_c_p1w": -0.010419241699765491, "bench_spy_p1w": 0.04123347629791807, "bench_c_p1w": 0.04123347629791807, "ret_p1m": 0.10325041779017186, "ret_signed_p1m": 0.10325041779017186, "alpha_spy_p1m": 0.0048484426352521925, "alpha_c_p1m": 0.0048484426352521925, "bench_spy_p1m": 0.09840197515491966, "bench_c_p1m": 0.09840197515491966, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.10325041779017186, "alpha_spy_stated": 0.0048484426352521925, "alpha_c_stated": 0.0048484426352521925, "price_path": [0.2936, 0.2793, 0.2824, 0.2768, 0.2594, 0.2292, 0.2219, 0.2305, 0.2305, 0.2162, 0.1883, 0.2071, 0.2468, 0.2583, 0.2859, 0.2887, 0.1599, 0.1513, 0.1328, 0.1003, 0.1083, 0.0534, 0.0733, 0.1067, 0.1058, 0.082, 0.0752, 0.0738, 0.0738, 0.0619, 0.0692, 0.0686, 0.0653, 0.0311, 0.0432, 0.0743, 0.0773, 0.0533, 0.0688, 0.0833, 0.0867, 0.1014, 0.0968, 0.098, 0.0882, 0.0858, 0.0777, 0.0608, 0.0726, 0.0711, 0.0507, 0.0433, 0.0241, 0.0271, -0.0004, -0.0049, -0.0185, -0.0432, -0.0373, -0.0073, -0.0094, 0.0016, 0.0016, 0.0, -0.0016, 0.0039, 0.0005, -0.0054, 0.0308, 0.0543, 0.1028, 0.1271, 0.1339, 0.1212, 0.1375, 0.161, 0.115, 0.1388, 0.1393, 0.1512, 0.1383, 0.0936, 0.1115, 0.1093, 0.1033, 0.1102, 0.1284, 0.1133, 0.1067, 0.0936, 0.0867, 0.098, 0.1315, 0.1359, 0.1194, 0.1292, 0.1264, 0.125, 0.125, 0.1181, 0.1091, 0.1476, 0.2101, 0.2377, 0.1861, 0.1485, 0.1504, 0.1199, 0.1066, 0.0842, 0.068, 0.0491, 0.0502, 0.0744, 0.0585, 0.0184, 0.0197, 0.0197, -0.0127, 0.005, 0.005, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "thread:2053182766360252759", "ticker_idx": 0, "ts": "2026-05-09T18:38:12+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Memory is now viciously cyclical. In the most bullish way possible.", "tweet_type": "analysis", "timeline": "years", "summary": "Structural bull thesis on memory/storage: HBM generates content that flows back into conventional DRAM/NAND in a self-reinforcing demand loop with no exit.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "self_thread", "lang": "en", "tweet_text": "$MU $SNDK $DRAM\n\nMemory is now viciously cyclical. In the most bullish way possible.\n\nWe used to store photos, videos, and games in memory. Now HBM helps to generate all of that. Full movies. Full games. Entire synthetic worlds created by billions of people on earth. Paradigm shift right? Wait for the crazier part.\n\nAnd where does all that newly generated content go?\n\nBack into the conventional memory & storage. Every single byte of it. The loop never closes. This cycle has no  fucking exit.\n\nLet that sink in.\n\n---\n\nCompounding demand on top of compounding demand.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.06100614649097169, "ret_signed_m1d": -0.06100614649097169, "alpha_spy_m1d": -0.05873375895445532, "alpha_c_m1d": -0.04405343081253743, "bench_spy_m1d": -0.0022723875365163737, "bench_c_m1d": -0.01695271567843426, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03614851619104964, "ret_signed_p1d": -0.03614851619104964, "alpha_spy_p1d": -0.03463356357646308, "alpha_c_p1d": -0.010016750956380771, "bench_spy_p1d": -0.0015149526145865622, "bench_c_p1d": -0.02613176523466887, "ret_p1w": -0.1430727328497723, "ret_signed_p1w": -0.1430727328497723, "alpha_spy_p1w": -0.14219354218856162, "alpha_c_p1w": -0.09075709622749217, "bench_spy_p1w": -0.0008791906612106715, "bench_c_p1w": -0.052315636622280115, "ret_p1m": 0.1767316642629817, "ret_signed_p1m": 0.1767316642629817, "alpha_spy_p1m": 0.17977506112064068, "alpha_c_p1m": 0.15122453742273168, "bench_spy_p1m": -0.0030433968576589754, "bench_c_p1m": 0.025507126840250027, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.4843, -0.4797, -0.4826, -0.4826, -0.4976, -0.4709, -0.4755, -0.4619, -0.4709, -0.4746, -0.4608, -0.4777, -0.4817, -0.4814, -0.5228, -0.4963, -0.501, -0.5346, -0.5107, -0.4934, -0.4738, -0.4906, -0.4644, -0.4447, -0.4197, -0.4197, -0.4416, -0.4685, -0.4918, -0.5029, -0.5198, -0.5533, -0.551, -0.5954, -0.5752, -0.5375, -0.5395, -0.5395, -0.525, -0.5253, -0.4886, -0.47, -0.4712, -0.4637, -0.4145, -0.4264, -0.4251, -0.4278, -0.4362, -0.435, -0.3871, -0.3943, -0.3755, -0.3404, -0.3659, -0.3481, -0.3498, -0.3183, -0.2752, -0.1951, -0.1619, -0.187, -0.061, 0.0, -0.0361, 0.0104, -0.0243, -0.0889, -0.1431, -0.1214, -0.0796, -0.0418, -0.0557, -0.0557, 0.1264, 0.1673, 0.1612, 0.2209, 0.302, 0.3379, 0.3574, 0.2523, 0.0864, 0.1936, 0.1767, 0.1214, 0.2521, 0.2342, 0.368, 0.2834, 0.3116, 0.4258, 0.4258, 0.5231, 0.3224, 0.3224, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "thread:2053182766360252759", "ticker_idx": 1, "ts": "2026-05-09T18:38:12+00:00", "symbol": "SNDK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Memory is now viciously cyclical. In the most bullish way possible.", "tweet_type": "analysis", "timeline": "years", "summary": "Structural bull thesis on memory/storage: HBM generates content that flows back into conventional DRAM/NAND in a self-reinforcing demand loop with no exit.", "resolved_tickers": ["SNDK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "self_thread", "lang": "en", "tweet_text": "$MU $SNDK $DRAM\n\nMemory is now viciously cyclical. In the most bullish way possible.\n\nWe used to store photos, videos, and games in memory. Now HBM helps to generate all of that. Full movies. Full games. Entire synthetic worlds created by billions of people on earth. Paradigm shift right? Wait for the crazier part.\n\nAnd where does all that newly generated content go?\n\nBack into the conventional memory & storage. Every single byte of it. The loop never closes. This cycle has no  fucking exit.\n\nLet that sink in.\n\n---\n\nCompounding demand on top of compounding demand.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.009550457925356914, "ret_signed_m1d": 0.009550457925356914, "alpha_spy_m1d": 0.011822845461873288, "alpha_c_m1d": 0.022817763909901312, "bench_spy_m1d": -0.0022723875365163737, "bench_c_m1d": -0.013267305984544397, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.061735916827238446, "ret_signed_p1d": -0.061735916827238446, "alpha_spy_p1d": -0.060220964212651884, "alpha_c_p1d": -0.04666960606241022, "bench_spy_p1d": -0.0015149526145865622, "bench_c_p1d": -0.015066310764828228, "ret_p1w": -0.13863762355244824, "ret_signed_p1w": -0.13863762355244824, "alpha_spy_p1w": -0.13775843289123757, "alpha_c_p1w": -0.11884900038756707, "bench_spy_p1w": -0.0008791906612106715, "bench_c_p1w": -0.01978862316488117, "ret_p1m": 0.06395873292225707, "ret_signed_p1m": 0.06395873292225707, "alpha_spy_p1m": 0.06700212977991604, "alpha_c_p1m": 0.04771177964467932, "bench_spy_p1m": -0.0030433968576589754, "bench_c_p1m": 0.016246953277577747, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.6127, -0.5927, -0.5951, -0.5951, -0.6184, -0.612, -0.5987, -0.58, -0.5693, -0.5874, -0.5914, -0.5788, -0.5894, -0.6, -0.6346, -0.6129, -0.6345, -0.6593, -0.6196, -0.6001, -0.5765, -0.6001, -0.5725, -0.5453, -0.5346, -0.513, -0.5011, -0.5414, -0.5461, -0.5461, -0.562, -0.6102, -0.6021, -0.6301, -0.5895, -0.5524, -0.5466, -0.5466, -0.5318, -0.5407, -0.4954, -0.4497, -0.4496, -0.3845, -0.3897, -0.4238, -0.4059, -0.4049, -0.41, -0.4162, -0.3673, -0.3975, -0.3603, -0.3085, -0.3523, -0.3123, -0.2915, -0.233, -0.1885, -0.0913, -0.0889, -0.1341, 0.0096, 0.0, -0.0617, -0.0648, -0.1065, -0.0904, -0.1386, -0.1061, -0.1002, -0.0034, -0.0445, -0.0445, 0.0271, 0.0274, 0.0608, 0.0953, 0.1382, 0.1091, 0.1835, 0.1371, 0.0076, 0.061, 0.064, 0.0618, 0.2158, 0.2795, 0.3621, 0.2869, 0.2657, 0.4117, 0.4117, 0.4692, 0.2688, 0.2688, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "thread:2053182766360252759", "ticker_idx": 2, "ts": "2026-05-09T18:38:12+00:00", "symbol": "DRAM", "kind": "sector", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Compounding demand on top of compounding demand.", "tweet_type": "analysis", "timeline": "years", "summary": "Structural bull thesis on memory/storage: HBM generates content that flows back into conventional DRAM/NAND in a self-reinforcing demand loop with no exit.", "resolved_tickers": ["MU", "000660.KS", "005930.KS"], "resolution_method": "basket", "resolution_reason": "DRAM sector basket: Micron, SK Hynix, Samsung", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "self_thread", "lang": "en", "tweet_text": "$MU $SNDK $DRAM\n\nMemory is now viciously cyclical. In the most bullish way possible.\n\nWe used to store photos, videos, and games in memory. Now HBM helps to generate all of that. Full movies. Full games. Entire synthetic worlds created by billions of people on earth. Paradigm shift right? Wait for the crazier part.\n\nAnd where does all that newly generated content go?\n\nBack into the conventional memory & storage. Every single byte of it. The loop never closes. This cycle has no  fucking exit.\n\nLet that sink in.\n\n---\n\nCompounding demand on top of compounding demand.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.07458075428831101, "ret_signed_m1d": -0.07458075428831101, "alpha_spy_m1d": -0.07230836675179464, "alpha_c_m1d": -0.05762803860987675, "bench_spy_m1d": -0.0022723875365163737, "bench_c_m1d": -0.01695271567843426, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.027617236158179088, "ret_signed_p1d": -0.027617236158179088, "alpha_spy_p1d": -0.026102283543592526, "alpha_c_p1d": -0.0014854709235102188, "bench_spy_p1d": -0.0015149526145865622, "bench_c_p1d": -0.02613176523466887, "ret_p1w": -0.06003703913922953, "ret_signed_p1w": -0.06003703913922953, "alpha_spy_p1w": -0.05915784847801886, "alpha_c_p1w": -0.007721402516949416, "bench_spy_p1w": -0.0008791906612106715, "bench_c_p1w": -0.052315636622280115, "ret_p1m": 0.16098869634907934, "ret_signed_p1m": 0.16098869634907934, "alpha_spy_p1m": 0.1640320932067383, "alpha_c_p1m": 0.1354815695088293, "bench_spy_p1m": -0.0030433968576589754, "bench_c_p1m": 0.025507126840250027, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.4804, -0.4613, -0.4607, -0.4607, -0.4657, -0.4568, -0.4456, -0.4312, -0.4305, -0.414, -0.403, -0.377, -0.3869, -0.3867, -0.4471, -0.4809, -0.4436, -0.4618, -0.4865, -0.4459, -0.4339, -0.4464, -0.4463, -0.4224, -0.4087, -0.3764, -0.4007, -0.412, -0.4481, -0.4384, -0.4433, -0.4758, -0.4751, -0.5045, -0.5201, -0.4654, -0.4911, -0.4738, -0.4591, -0.4499, -0.4006, -0.4082, -0.4011, -0.4021, -0.3682, -0.361, -0.3496, -0.3571, -0.3549, -0.3389, -0.3249, -0.3188, -0.3189, -0.289, -0.299, -0.2896, -0.2978, -0.2873, -0.2304, -0.2037, -0.1262, -0.1187, -0.0746, 0.0, -0.0276, 0.0187, 0.0201, -0.0579, -0.06, -0.0761, -0.0616, 0.0131, 0.0004, 0.0004, 0.0884, 0.1452, 0.1427, 0.1908, 0.2605, 0.2854, 0.2919, 0.2353, 0.1133, 0.0818, 0.161, 0.0902, 0.1391, 0.1692, 0.2552, 0.2507, 0.2888, 0.3746, 0.3787, 0.4381, 0.2558, 0.2959, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2035821987197792438", "ticker_idx": 0, "ts": "2026-03-22T20:52:40+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU just guided $33.5B next quarter. Market cap? Only $475 Billion. Oh, and $MU's guiding 81% gross margins. $NVDA was at 75% when it hit $3T", "tweet_type": "analysis", "timeline": "unspecified", "summary": "MU at $475B market cap is massively undervalued vs NVDA's $3T moment — guided $33.5B revenue and 81% gross margins vs NVDA's 75% at $3T.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "$NVDA's $3 Trillion moment came when it did $30B/qtr in revenue in Q2 FY25\n\n$MU just guided $33.5B next quarter. \n\nMarket cap? Only $475 Billion.\n\nOh, and $MU's guiding 81% gross margins. $NVDA was at 75% when it hit $3T 🤯", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.04587608576961788, "ret_signed_m1d": 0.04587608576961788, "alpha_spy_m1d": 0.05626697277273662, "alpha_c_m1d": 0.06279144596220554, "bench_spy_m1d": -0.010390887003118743, "bench_c_m1d": -0.01691536019258766, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.021812755900196712, "ret_signed_p1d": -0.021812755900196712, "alpha_spy_p1d": -0.018455941423019206, "alpha_c_p1d": -0.030066054927246122, "bench_spy_p1d": -0.0033568144771775055, "bench_c_p1d": 0.00825329902704941, "ret_p1w": -0.2038205167448306, "ret_signed_p1w": -0.2038205167448306, "alpha_spy_p1w": -0.168100768924211, "alpha_c_p1w": -0.13015435860051405, "bench_spy_p1w": -0.035719747820619596, "bench_c_p1w": -0.07366615814431654, "ret_p1m": 0.11183080685194713, "ret_signed_p1m": 0.11183080685194713, "alpha_spy_p1m": 0.037522725007372415, "alpha_c_p1m": -0.07546483157337813, "bench_spy_p1m": 0.07430808184457471, "bench_c_p1m": 0.18729563842532526, "ret_p3m": 1.8056544396831904, "ret_signed_p3m": 1.8056544396831904, "alpha_spy_p3m": 1.6633190446926047, "alpha_c_p3m": 1.119534167857148, "bench_spy_p3m": 0.14233539499058567, "bench_c_p3m": 0.6861202718260424, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.11183080685194713, "alpha_spy_stated": 0.037522725007372415, "alpha_c_stated": -0.07546483157337813, "price_path": [-0.2913, -0.2913, -0.296, -0.272, -0.2763, -0.2942, -0.2942, -0.2199, -0.228, -0.1507, -0.1603, -0.1912, -0.1466, -0.1446, -0.1638, -0.1756, -0.1675, -0.1029, -0.1029, -0.0973, -0.0377, -0.0167, -0.0116, -0.0377, 0.0146, 0.0765, 0.0778, 0.026, 0.0827, 0.0373, -0.0617, -0.0531, -0.0239, -0.0516, -0.0769, 0.0148, 0.0238, 0.0181, 0.0181, -0.0113, 0.0411, 0.0322, 0.0589, 0.0411, 0.0338, 0.061, 0.0277, 0.0198, 0.0206, -0.061, -0.0089, -0.0181, -0.0842, -0.0372, -0.0031, 0.0355, 0.0025, 0.0539, 0.0926, 0.1418, 0.1419, 0.0987, 0.0459, 0.0, -0.0218, -0.0551, -0.1209, -0.1166, -0.2038, -0.1641, -0.0899, -0.0939, -0.0939, -0.0654, -0.0658, 0.0063, 0.0429, 0.0406, 0.0554, 0.1521, 0.1288, 0.1313, 0.1259, 0.1095, 0.1118, 0.2061, 0.1918, 0.229, 0.2978, 0.2477, 0.2827, 0.2795, 0.3415, 0.4262, 0.5839, 0.6492, 0.5999, 0.8477, 0.9678, 0.8966, 0.9883, 0.92, 0.7929, 0.6862, 0.7288, 0.811, 0.8855, 0.8581, 0.8581, 1.2165, 1.297, 1.2849, 1.4024, 1.562, 1.6327, 1.671, 1.4642, 1.1377, 1.3487, 1.3155, 1.2066, 1.4639, 1.4286, 1.6918, 1.5255, 1.581, 1.8057, 1.8057, 1.9971, 1.6022, 1.6022, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2033322458242302462", "ticker_idx": 0, "ts": "2026-03-15T23:20:26+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Micron already sold out through 2026. Another hyperscaler locked in.", "tweet_type": "analysis", "timeline": "quarters", "summary": "Bullish MU and EWY: META's MTIA HBM demand surge (216→512GB/chip, 4.5x bandwidth) with Micron sold out through 2026 and another hyperscaler locked in.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU $EWY META just dropped a 4 chip MTIA roadmap with HBM demand exploding from 216GB to 512GB per chip and bandwidth up 4.5x by 2027.\n\nTheir VP literally said they're \"worried about HBM supply.\" Micron already sold out through 2026.\n\nAnother hyperscaler locked in. 🔥 https://t.co/VR3Ye0m7yg", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": -0.03546847335497094, "ret_signed_m1d": -0.03546847335497094, "alpha_spy_m1d": -0.025394133540871833, "alpha_c_m1d": -0.018739120616264038, "bench_spy_m1d": -0.01007433981409911, "bench_c_m1d": -0.016729352738706904, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.045020383429470456, "ret_signed_p1d": 0.045020383429470456, "alpha_spy_p1d": 0.04238983843836497, "alpha_c_p1d": 0.03750618929314964, "bench_spy_p1d": 0.002630544991105488, "bench_c_p1d": 0.0075141941363208176, "ret_p1w": -0.08476684429074977, "ret_signed_p1w": -0.08476684429074977, "alpha_spy_p1w": -0.06703941798397917, "alpha_c_p1w": -0.07826799176001509, "bench_spy_p1w": -0.0177274263067706, "bench_c_p1w": -0.006498852530734678, "ret_p1m": 0.05444914916034849, "ret_signed_p1m": 0.05444914916034849, "alpha_spy_p1m": 0.013604073054120036, "alpha_c_p1m": -0.09299191651914529, "bench_spy_p1m": 0.04084507610622845, "bench_c_p1m": 0.14744106567949378, "ret_p3m": 1.2550664879253932, "ret_signed_p3m": 1.2550664879253932, "alpha_spy_p3m": 1.1493241188170638, "alpha_c_p3m": 0.7079249580908438, "bench_spy_p3m": 0.10574236910832946, "bench_c_p3m": 0.5471415298345494, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": 1.2550664879253932, "alpha_spy_stated": 1.1493241188170638, "alpha_c_stated": 0.7079249580908438, "price_path": [-0.4897, -0.4376, -0.3983, -0.3742, -0.3749, -0.3514, -0.3514, -0.3556, -0.3337, -0.3376, -0.354, -0.354, -0.2861, -0.2935, -0.2227, -0.2314, -0.2598, -0.2189, -0.2171, -0.2347, -0.2455, -0.238, -0.1789, -0.1789, -0.1738, -0.1193, -0.1001, -0.0954, -0.1193, -0.0714, -0.0148, -0.0136, -0.0609, -0.0091, -0.0506, -0.1412, -0.1333, -0.1066, -0.132, -0.1552, -0.0712, -0.063, -0.0682, -0.0682, -0.0951, -0.0472, -0.0553, -0.0309, -0.0471, -0.0538, -0.029, -0.0594, -0.0666, -0.0659, -0.1406, -0.0929, -0.1013, -0.1618, -0.1188, -0.0876, -0.0523, -0.0825, -0.0355, 0.0, 0.045, 0.0451, 0.0056, -0.0428, -0.0848, -0.1047, -0.1352, -0.1954, -0.1914, -0.2713, -0.235, -0.167, -0.1707, -0.1707, -0.1446, -0.145, -0.079, -0.0455, -0.0476, -0.0341, 0.0544, 0.0331, 0.0354, 0.0305, 0.0154, 0.0176, 0.1039, 0.0908, 0.1248, 0.1878, 0.1419, 0.174, 0.1711, 0.2278, 0.3053, 0.4497, 0.5094, 0.4642, 0.6911, 0.801, 0.7359, 0.8198, 0.7572, 0.6409, 0.5433, 0.5822, 0.6575, 0.7257, 0.7006, 0.7006, 1.0286, 1.1023, 1.0912, 1.1988, 1.3448, 1.4096, 1.4446, 1.2554, 0.9565, 1.1496, 1.1192, 1.0196, 1.2551, 1.2228, 1.4637, 1.3114, 1.3622, 1.5678, 1.5678, 1.7431, 1.3816, 1.3816, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2033322458242302462", "ticker_idx": 1, "ts": "2026-03-15T23:20:26+00:00", "symbol": "EWY", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU $EWY META just dropped a 4 chip MTIA roadmap with HBM demand exploding", "tweet_type": "analysis", "timeline": "quarters", "summary": "Bullish MU and EWY: META's MTIA HBM demand surge (216→512GB/chip, 4.5x bandwidth) with Micron sold out through 2026 and another hyperscaler locked in.", "resolved_tickers": ["EWY"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "quote", "lang": "en", "tweet_text": "$MU $EWY META just dropped a 4 chip MTIA roadmap with HBM demand exploding from 216GB to 512GB per chip and bandwidth up 4.5x by 2027.\n\nTheir VP literally said they're \"worried about HBM supply.\" Micron already sold out through 2026.\n\nAnother hyperscaler locked in. 🔥 https://t.co/VR3Ye0m7yg", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": -0.06724270598963045, "ret_signed_m1d": -0.06724270598963045, "alpha_spy_m1d": -0.05716836617553134, "alpha_c_m1d": -0.05716836617553134, "bench_spy_m1d": -0.01007433981409911, "bench_c_m1d": -0.01007433981409911, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.009992385509218105, "ret_signed_p1d": 0.009992385509218105, "alpha_spy_p1d": 0.007361840518112617, "alpha_c_p1d": 0.007361840518112617, "bench_spy_p1d": 0.002630544991105488, "bench_c_p1d": 0.002630544991105488, "ret_p1w": 0.005334270642526784, "ret_signed_p1w": 0.005334270642526784, "alpha_spy_p1w": 0.023061696949297383, "alpha_c_p1w": 0.023061696949297383, "bench_spy_p1w": -0.0177274263067706, "bench_c_p1w": -0.0177274263067706, "ret_p1m": 0.10202844439919923, "ret_signed_p1m": 0.10202844439919923, "alpha_spy_p1m": 0.061183368292970775, "alpha_c_p1m": 0.061183368292970775, "bench_spy_p1m": 0.04084507610622845, "bench_c_p1m": 0.04084507610622845, "ret_p3m": 0.49466561471593784, "ret_signed_p3m": 0.49466561471593784, "alpha_spy_p3m": 0.3889232456076084, "alpha_c_p3m": 0.3889232456076084, "bench_spy_p3m": 0.10574236910832946, "bench_c_p3m": 0.10574236910832946, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": 0.49466561471593784, "alpha_spy_stated": 0.3889232456076084, "alpha_c_stated": 0.3889232456076084, "price_path": [-0.3345, -0.3233, -0.3137, -0.3107, -0.3035, -0.2893, -0.2893, -0.2799, -0.2583, -0.2591, -0.2696, -0.2696, -0.232, -0.2124, -0.1915, -0.1959, -0.1992, -0.1819, -0.1816, -0.192, -0.1763, -0.1657, -0.1569, -0.1569, -0.1663, -0.131, -0.1286, -0.1137, -0.1186, -0.0781, -0.0566, -0.0646, -0.0803, -0.0914, -0.066, -0.0965, -0.0968, -0.063, -0.053, -0.065, -0.0188, -0.0173, 0.0065, 0.0065, -0.0182, -0.0013, 0.0159, 0.066, 0.0466, 0.086, 0.1186, 0.1301, 0.1373, 0.1085, -0.0057, 0.0095, -0.0553, -0.0479, 0.0059, -0.021, -0.0019, -0.0721, -0.0672, 0.0, 0.01, -0.0092, 0.0129, -0.055, 0.0053, -0.0327, -0.0403, -0.0985, -0.0911, -0.1252, -0.0758, -0.0517, -0.0769, -0.0769, -0.0538, -0.0444, 0.0524, 0.0465, 0.0423, 0.0611, 0.102, 0.0888, 0.108, 0.1445, 0.1276, 0.1029, 0.1705, 0.1314, 0.1613, 0.1775, 0.1598, 0.1567, 0.2078, 0.2171, 0.2291, 0.3033, 0.3672, 0.3279, 0.429, 0.4489, 0.3411, 0.4172, 0.4314, 0.3438, 0.3231, 0.3074, 0.3532, 0.4006, 0.3676, 0.3676, 0.5075, 0.4898, 0.5508, 0.5464, 0.6281, 0.6118, 0.6, 0.5325, 0.3162, 0.3947, 0.3828, 0.3407, 0.4947, 0.4835, 0.5887, 0.547, 0.5408, 0.6469, 0.6469, 0.6455, 0.444, 0.444, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2032090073337139693", "ticker_idx": 0, "ts": "2026-03-12T13:43:22+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU Wolfe Research raises PT to $500", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Shares Wolfe Research PT raise to $500 on MU, endorsing bullish memory price thesis with DRAM up ~100% and NAND ~95% YoY in 2026.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU Wolfe Research raises PT to $500\n\n\"Memory prices are rising much faster than expected. In his model, DRAM prices could jump about 100% year-over-year in 2026, while NAND prices may rise around 95% during the same period.\" https://t.co/FDLxDcWrFa", "reply_text": null, "parent_text": null, "quoted_text": "$MU Citi just raised the price target to $430 ahead of Micron earnings. \n\nThe analysts stated that memory prices have been higher than they thought they would be this year, which has made them improve their projections for the company's February and April quarters\n\nCiti, thinks https://t.co/LD48QRSqp4", "parent_author": null, "ret_m1d": 0.03290986448600197, "ret_signed_m1d": 0.03290986448600197, "alpha_spy_m1d": 0.01749075962779778, "alpha_c_m1d": -0.00032640618155244105, "bench_spy_m1d": 0.015419104858204191, "bench_c_m1d": 0.03323627066755441, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.051264407414635116, "ret_signed_p1d": 0.051264407414635116, "alpha_spy_p1d": 0.056924543167244046, "alpha_c_p1d": 0.05332561963858684, "bench_spy_p1d": -0.00566013575260893, "bench_c_p1d": -0.002061212223951725, "ret_p1w": 0.09601578858849225, "ret_signed_p1w": 0.09601578858849225, "alpha_spy_p1w": 0.10541437210361515, "alpha_c_p1w": 0.07852162823113473, "bench_spy_p1w": -0.009398583515122905, "bench_c_p1w": 0.017494160357357513, "ret_p1m": 0.03803303639975231, "ret_signed_p1m": 0.03803303639975231, "alpha_spy_p1m": 0.015128744936984795, "alpha_c_p1m": -0.08756920869005724, "bench_spy_p1m": 0.022904291462767512, "bench_c_p1m": 0.12560224508980955, "ret_p3m": 1.309814218361156, "ret_signed_p3m": 1.309814218361156, "alpha_spy_p3m": 1.200210108196661, "alpha_c_p3m": 0.7871027497024325, "bench_spy_p3m": 0.10960411016449512, "bench_c_p3m": 0.5227114686587235, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.03803303639975231, "alpha_spy_stated": 0.015128744936984795, "alpha_c_stated": -0.08756920869005724, "price_path": [-0.4143, -0.4266, -0.4439, -0.3871, -0.3442, -0.3179, -0.3187, -0.293, -0.293, -0.2977, -0.2738, -0.2781, -0.2959, -0.2959, -0.2219, -0.2299, -0.1528, -0.1623, -0.1932, -0.1487, -0.1467, -0.1658, -0.1776, -0.1695, -0.1051, -0.1051, -0.0995, -0.0401, -0.0192, -0.0141, -0.0401, 0.0121, 0.0738, 0.0751, 0.0235, 0.0801, 0.0348, -0.064, -0.0554, -0.0263, -0.0539, -0.0792, 0.0123, 0.0213, 0.0156, 0.0156, -0.0137, 0.0385, 0.0296, 0.0563, 0.0385, 0.0312, 0.0583, 0.0252, 0.0173, 0.0181, -0.0633, -0.0113, -0.0205, -0.0865, -0.0395, -0.0055, 0.0329, 0.0, 0.0513, 0.0899, 0.139, 0.1391, 0.096, 0.0433, -0.0025, -0.0242, -0.0574, -0.1231, -0.1187, -0.2058, -0.1662, -0.0921, -0.0961, -0.0961, -0.0677, -0.0681, 0.0038, 0.0403, 0.038, 0.0528, 0.1493, 0.126, 0.1285, 0.1231, 0.1067, 0.1091, 0.2031, 0.1889, 0.2259, 0.2946, 0.2446, 0.2796, 0.2764, 0.3382, 0.4227, 0.58, 0.6452, 0.5959, 0.8432, 0.9629, 0.892, 0.9834, 0.9152, 0.7885, 0.6821, 0.7245, 0.8066, 0.8809, 0.8535, 0.8535, 1.2111, 1.2914, 1.2793, 1.3965, 1.5557, 1.6262, 1.6644, 1.4582, 1.1324, 1.3429, 1.3098, 1.2012, 1.4578, 1.4227, 1.6852, 1.5193, 1.5746, 1.7987, 1.7987, 1.9897, 1.5958, 1.5958, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2036185504920805769", "ticker_idx": 0, "ts": "2026-03-23T20:57:09+00:00", "symbol": "AMAT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I like AMAT LITE MU (chips) and TSM (foundry)", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Likes AMAT, LITE, MU in chips and TSM in foundry; TSM highlighted for packaging, fab, and CPO capabilities.", "resolved_tickers": ["AMAT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductor Equipment & Materials'", "bench_c_industry": "Semiconductor Equipment & Materials", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@TechEquityEng I like AMAT LITE MU (chips) and TSM (foundry)\nTSM is special. It does packaging, it does fabrication and it also does CPO (COUPLE platform for optics).", "reply_text": null, "parent_text": "@TradexWhisperer What are your favorites in each section 😃", "quoted_text": null, "parent_author": "TechEquityEng", "ret_m1d": -0.032621174657393226, "ret_signed_m1d": -0.032621174657393226, "alpha_spy_m1d": -0.035989295290673295, "alpha_c_m1d": -0.02443543498759626, "bench_spy_m1d": 0.0033681206332800695, "bench_c_m1d": -0.008185739669796965, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.012433486866658683, "ret_signed_p1d": -0.012433486866658683, "alpha_spy_p1d": -0.018006175110707234, "alpha_c_p1d": -0.02366031146154235, "bench_spy_p1d": 0.0055726882440485515, "bench_c_p1d": 0.011226824594883666, "ret_p1w": -0.08609851819752268, "ret_signed_p1w": -0.08609851819752268, "alpha_spy_p1w": -0.08175055850929491, "alpha_c_p1w": -0.05773996236676571, "bench_spy_p1w": -0.004347959688227765, "bench_c_p1w": -0.02835855583075697, "ret_p1m": 0.07885241846033986, "ret_signed_p1m": 0.07885241846033986, "alpha_spy_p1m": -0.009989913734610223, "alpha_c_p1m": -0.12956642387633255, "bench_spy_p1m": 0.08884233219495008, "bench_c_p1m": 0.2084188423366724, "ret_p3m": 0.6521221782777469, "ret_signed_p3m": 0.6521221782777469, "alpha_spy_p3m": 0.5059392598731673, "alpha_c_p3m": -0.020195951951160085, "bench_spy_p3m": 0.14618291840457953, "bench_c_p3m": 0.672318130228907, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.07885241846033986, "alpha_spy_stated": -0.009989913734610223, "alpha_c_stated": -0.12956642387633255, "price_path": [-0.3036, -0.3006, -0.2975, -0.3057, -0.3137, -0.3137, -0.282, -0.2407, -0.2095, -0.2197, -0.2479, -0.1957, -0.1795, -0.1858, -0.1938, -0.1479, -0.1267, -0.1267, -0.1502, -0.1314, -0.1487, -0.1391, -0.1469, -0.1115, -0.1007, -0.0884, -0.1392, -0.123, -0.149, -0.2052, -0.1882, -0.1387, -0.1172, -0.1212, -0.0923, -0.123, -0.0522, -0.0522, -0.0409, -0.0138, -0.0111, 0.0037, -0.0012, 0.0105, 0.056, 0.0046, -0.0045, -0.0048, -0.0606, -0.0434, -0.0734, -0.1317, -0.0937, -0.0752, -0.0613, -0.0982, -0.0868, -0.0744, -0.0576, -0.0656, -0.0449, -0.0453, -0.0326, 0.0, -0.0124, -0.0948, -0.0985, -0.136, -0.0861, -0.054, -0.0682, -0.0682, -0.0571, -0.0526, 0.0314, 0.0637, 0.0682, 0.0581, 0.0579, 0.0542, 0.0425, 0.0614, 0.0471, 0.0544, 0.0789, 0.08, 0.1151, 0.0825, 0.019, 0.023, 0.0548, 0.0403, 0.0465, 0.0985, 0.1461, 0.098, 0.1643, 0.1862, 0.153, 0.1674, 0.178, 0.1675, 0.1058, 0.088, 0.1413, 0.1441, 0.157, 0.157, 0.2178, 0.2001, 0.2039, 0.2049, 0.2266, 0.312, 0.3407, 0.3431, 0.2128, 0.3176, 0.3365, 0.3306, 0.4795, 0.5186, 0.5682, 0.5213, 0.5874, 0.6521, 0.6521, 0.7139, 0.5685, 0.5685, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2036185504920805769", "ticker_idx": 1, "ts": "2026-03-23T20:57:09+00:00", "symbol": "LRCX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "flipped_to_implicit", "polarity_reversed": false, "quote": "I like AMAT LITE MU (chips) and TSM (foundry)", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Likes AMAT, LITE, MU in chips and TSM in foundry; TSM highlighted for packaging, fab, and CPO capabilities.", "resolved_tickers": ["LRCX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductor Equipment & Materials'", "bench_c_industry": "Semiconductor Equipment & Materials", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@TechEquityEng I like AMAT LITE MU (chips) and TSM (foundry)\nTSM is special. It does packaging, it does fabrication and it also does CPO (COUPLE platform for optics).", "reply_text": null, "parent_text": "@TradexWhisperer What are your favorites in each section 😃", "quoted_text": null, "parent_author": "TechEquityEng", "ret_m1d": -0.023153577639116185, "ret_signed_m1d": -0.023153577639116185, "alpha_spy_m1d": -0.026521698272396255, "alpha_c_m1d": -0.01496783796931922, "bench_spy_m1d": 0.0033681206332800695, "bench_c_m1d": -0.008185739669796965, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.02256744834288049, "ret_signed_p1d": -0.02256744834288049, "alpha_spy_p1d": -0.028140136586929043, "alpha_c_p1d": -0.03379427293776416, "bench_spy_p1d": 0.0055726882440485515, "bench_c_p1d": 0.011226824594883666, "ret_p1w": -0.10542623516775773, "ret_signed_p1w": -0.10542623516775773, "alpha_spy_p1w": -0.10107827547952997, "alpha_c_p1w": -0.07706767933700076, "bench_spy_p1w": -0.004347959688227765, "bench_c_p1w": -0.02835855583075697, "ret_p1m": 0.11183216550736508, "ret_signed_p1m": 0.11183216550736508, "alpha_spy_p1m": 0.022989833312414998, "alpha_c_p1m": -0.09658667682930733, "bench_spy_p1m": 0.08884233219495008, "bench_c_p1m": 0.2084188423366724, "ret_p3m": 0.6300203304009819, "ret_signed_p3m": 0.6300203304009819, "alpha_spy_p3m": 0.4838374119964024, "alpha_c_p3m": -0.04229779982792503, "bench_spy_p3m": 0.14618291840457953, "bench_c_p3m": 0.672318130228907, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.11183216550736508, "alpha_spy_stated": 0.022989833312414998, "alpha_c_stated": -0.09658667682930733, "price_path": [-0.2584, -0.2553, -0.2645, -0.2733, -0.2841, -0.2841, -0.2261, -0.1855, -0.1345, -0.1507, -0.1596, -0.0868, -0.0783, -0.1035, -0.1269, -0.0906, -0.0676, -0.0676, -0.0699, -0.0449, -0.0771, -0.0886, -0.068, -0.0028, 0.0019, 0.0378, -0.0237, -0.0068, -0.0377, -0.1227, -0.108, -0.0339, -0.0412, -0.0523, -0.0168, -0.0328, -0.015, -0.015, -0.0148, 0.004, -0.0073, 0.0242, 0.0131, 0.0214, 0.0433, -0.0002, -0.0219, -0.034, -0.0914, -0.0664, -0.1012, -0.1654, -0.1159, -0.0989, -0.0836, -0.1229, -0.1115, -0.0814, -0.0518, -0.0592, -0.0203, -0.0439, -0.0232, 0.0, -0.0226, -0.114, -0.1148, -0.1629, -0.1054, -0.0705, -0.0854, -0.0854, -0.0762, -0.0607, 0.032, 0.0834, 0.1039, 0.1192, 0.1406, 0.1102, 0.0926, 0.1204, 0.1018, 0.0818, 0.1118, 0.0826, 0.1212, 0.0864, 0.0519, 0.0415, 0.0796, 0.0749, 0.0826, 0.1547, 0.2442, 0.1996, 0.2312, 0.2395, 0.211, 0.237, 0.2525, 0.1921, 0.1638, 0.1446, 0.223, 0.2654, 0.2785, 0.2785, 0.351, 0.3353, 0.3314, 0.3322, 0.3278, 0.4001, 0.4391, 0.4085, 0.2698, 0.3584, 0.3698, 0.3473, 0.5178, 0.5358, 0.6284, 0.5464, 0.5678, 0.63, 0.63, 0.7159, 0.5558, 0.5558, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2036185504920805769", "ticker_idx": 2, "ts": "2026-03-23T20:57:09+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I like AMAT LITE MU (chips) and TSM (foundry)", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Likes AMAT, LITE, MU in chips and TSM in foundry; TSM highlighted for packaging, fab, and CPO capabilities.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@TechEquityEng I like AMAT LITE MU (chips) and TSM (foundry)\nTSM is special. It does packaging, it does fabrication and it also does CPO (COUPLE platform for optics).", "reply_text": null, "parent_text": "@TradexWhisperer What are your favorites in each section 😃", "quoted_text": null, "parent_author": "TechEquityEng", "ret_m1d": 0.02229916207941396, "ret_signed_m1d": 0.02229916207941396, "alpha_spy_m1d": 0.01893104144613389, "alpha_c_m1d": 0.030484901749210924, "bench_spy_m1d": 0.0033681206332800695, "bench_c_m1d": -0.008185739669796965, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.033979723332987266, "ret_signed_p1d": -0.033979723332987266, "alpha_spy_p1d": -0.03955241157703582, "alpha_c_p1d": -0.04520654792787093, "bench_spy_p1d": 0.0055726882440485515, "bench_c_p1d": 0.011226824594883666, "ret_p1w": -0.14549614307983194, "ret_signed_p1w": -0.14549614307983194, "alpha_spy_p1w": -0.14114818339160418, "alpha_c_p1w": -0.11713758724907497, "bench_spy_p1w": -0.004347959688227765, "bench_c_p1w": -0.02835855583075697, "ret_p1m": 0.23299062892093847, "ret_signed_p1m": 0.23299062892093847, "alpha_spy_p1m": 0.1441482967259884, "alpha_c_p1m": 0.024571786584266064, "bench_spy_p1m": 0.08884233219495008, "bench_c_p1m": 0.2084188423366724, "ret_p3m": 1.8682181827725133, "ret_signed_p3m": 1.8682181827725133, "alpha_spy_p3m": 1.7220352643679337, "alpha_c_p3m": 1.1959000525436063, "bench_spy_p3m": 0.14618291840457953, "bench_c_p3m": 0.672318130228907, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.23299062892093847, "alpha_spy_stated": 0.1441482967259884, "alpha_c_stated": 0.024571786584266064, "price_path": [-0.2755, -0.2803, -0.2558, -0.2602, -0.2784, -0.2784, -0.2025, -0.2108, -0.1317, -0.1415, -0.1732, -0.1275, -0.1256, -0.1451, -0.1572, -0.1489, -0.0829, -0.0829, -0.0772, -0.0162, 0.0052, 0.0104, -0.0163, 0.0372, 0.1005, 0.1018, 0.0489, 0.1069, 0.0605, -0.0408, -0.032, -0.0021, -0.0304, -0.0563, 0.0374, 0.0466, 0.0408, 0.0408, 0.0107, 0.0643, 0.0552, 0.0825, 0.0643, 0.0568, 0.0846, 0.0506, 0.0426, 0.0433, -0.0401, 0.0132, 0.0038, -0.0638, -0.0157, 0.0192, 0.0586, 0.0248, 0.0774, 0.117, 0.1673, 0.1674, 0.1232, 0.0692, 0.0223, 0.0, -0.034, -0.1013, -0.0969, -0.1861, -0.1455, -0.0696, -0.0737, -0.0737, -0.0445, -0.045, 0.0287, 0.0661, 0.0638, 0.0789, 0.1778, 0.1539, 0.1565, 0.151, 0.1342, 0.1366, 0.233, 0.2184, 0.2564, 0.3268, 0.2755, 0.3113, 0.3081, 0.3714, 0.458, 0.6193, 0.686, 0.6355, 0.8889, 1.0116, 0.9389, 1.0326, 0.9628, 0.8329, 0.7238, 0.7673, 0.8514, 0.9276, 0.8995, 0.8995, 1.266, 1.3482, 1.3359, 1.456, 1.6191, 1.6914, 1.7306, 1.5192, 1.1854, 1.401, 1.3672, 1.2558, 1.5189, 1.4828, 1.7519, 1.5818, 1.6386, 1.8682, 1.8682, 2.064, 1.6603, 1.6603, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2036185504920805769", "ticker_idx": 3, "ts": "2026-03-23T20:57:09+00:00", "symbol": "TSM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "TSM is special. It does packaging, it does fabrication and it also does CPO", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Likes AMAT, LITE, MU in chips and TSM in foundry; TSM highlighted for packaging, fab, and CPO capabilities.", "resolved_tickers": ["TSM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@TechEquityEng I like AMAT LITE MU (chips) and TSM (foundry)\nTSM is special. It does packaging, it does fabrication and it also does CPO (COUPLE platform for optics).", "reply_text": null, "parent_text": "@TradexWhisperer What are your favorites in each section 😃", "quoted_text": null, "parent_author": "TechEquityEng", "ret_m1d": -0.013983895145471492, "ret_signed_m1d": -0.013983895145471492, "alpha_spy_m1d": -0.01735201577875156, "alpha_c_m1d": -0.005798155475674527, "bench_spy_m1d": 0.0033681206332800695, "bench_c_m1d": -0.008185739669796965, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.013110024233297768, "ret_signed_p1d": 0.013110024233297768, "alpha_spy_p1d": 0.0075373359892492164, "alpha_c_p1d": 0.0018831996384141014, "bench_spy_p1d": 0.0055726882440485515, "bench_c_p1d": 0.011226824594883666, "ret_p1w": -0.015440584308269112, "ret_signed_p1w": -0.015440584308269112, "alpha_spy_p1w": -0.011092624620041347, "alpha_c_p1w": 0.012917971522487859, "bench_spy_p1w": -0.004347959688227765, "bench_c_p1w": -0.02835855583075697, "ret_p1m": 0.12874000664983143, "ret_signed_p1m": 0.12874000664983143, "alpha_spy_p1m": 0.03989767445488135, "alpha_c_p1m": -0.07967883568684098, "bench_spy_p1m": 0.08884233219495008, "bench_c_p1m": 0.2084188423366724, "ret_p3m": 0.34946022920441666, "ret_signed_p3m": 0.34946022920441666, "alpha_spy_p3m": 0.20327731079983713, "alpha_c_p3m": -0.3228579010244903, "bench_spy_p3m": 0.14618291840457953, "bench_c_p3m": 0.672318130228907, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.12874000664983143, "alpha_spy_stated": 0.03989767445488135, "alpha_c_stated": -0.07967883568684098, "price_path": [-0.1319, -0.1202, -0.1258, -0.1297, -0.1172, -0.1172, -0.0715, -0.0638, -0.0488, -0.0742, -0.0761, -0.0598, -0.0362, -0.0378, -0.0497, -0.0075, -0.0053, -0.0053, -0.0496, -0.0526, -0.0489, -0.0272, -0.0334, -0.0171, -0.0056, -0.0136, -0.0397, -0.0083, -0.0246, -0.0537, -0.0392, 0.0135, 0.0325, 0.0514, 0.0868, 0.0694, 0.0643, 0.0643, 0.0581, 0.0524, 0.047, 0.0765, 0.075, 0.1207, 0.1264, 0.0947, 0.0882, 0.0723, 0.0259, 0.0384, 0.028, -0.0155, 0.013, 0.0083, 0.03, -0.0218, -0.0172, -0.0116, 0.008, -0.0107, -0.013, -0.0408, -0.014, 0.0, 0.0131, -0.0499, -0.0481, -0.0779, -0.0154, -0.0051, -0.0123, -0.0123, -0.0043, 0.006, 0.066, 0.0648, 0.0797, 0.0767, 0.1067, 0.0928, 0.0586, 0.0794, 0.067, 0.0723, 0.1287, 0.1148, 0.1725, 0.1798, 0.143, 0.1474, 0.1539, 0.1585, 0.17, 0.149, 0.2221, 0.2066, 0.1994, 0.1786, 0.1574, 0.1647, 0.217, 0.178, 0.1535, 0.1438, 0.1701, 0.1862, 0.1785, 0.1785, 0.2012, 0.2316, 0.2378, 0.2191, 0.2691, 0.3014, 0.2722, 0.2962, 0.2095, 0.2434, 0.2467, 0.1908, 0.2296, 0.2379, 0.289, 0.2435, 0.2619, 0.3495, 0.3495, 0.3657, 0.2743, 0.2743, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "thread:2039187224458322098", "ticker_idx": 0, "ts": "2026-04-01T03:44:55+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "We'll prove them wrong.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish MU above Citi's lowered $425 PT; confident the stock will exceed that target.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "self_thread", "lang": "en", "tweet_text": "Citi lowered their $MU PT to $425 (Kept the Buy Rating)\n\nWe'll prove them wrong.\n\n---\n\nShame on you Citi https://t.co/ak6JSPyBoV", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.08158219183821347, "ret_signed_m1d": -0.08158219183821347, "alpha_spy_m1d": -0.07410404446505803, "alpha_c_m1d": -0.05971825506364048, "bench_spy_m1d": -0.0074781473731554415, "bench_c_m1d": -0.02186393677457299, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.004376827082850587, "ret_signed_p1d": -0.004376827082850587, "alpha_spy_p1d": -0.005277286614189469, "alpha_c_p1d": -0.005269768130444996, "bench_spy_p1d": 0.0009004595313388819, "bench_c_p1d": 0.0008929410475944088, "ret_p1w": 0.10569526773875171, "ret_signed_p1w": 0.10569526773875171, "alpha_spy_p1w": 0.07399688824838457, "alpha_c_p1w": 0.026735112342562317, "bench_spy_p1w": 0.031698379490367135, "bench_c_p1w": 0.07896015539618939, "ret_p1m": 0.40589904733887305, "ret_signed_p1m": 0.40589904733887305, "alpha_spy_p1m": 0.3091101073203857, "alpha_c_p1m": 0.11314705192433427, "bench_spy_p1m": 0.09678894001848737, "bench_c_p1m": 0.2927519954145388, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.40589904733887305, "alpha_spy_stated": 0.3091101073203857, "alpha_c_stated": 0.11314705192433427, "price_path": [-0.1429, -0.1518, -0.0668, -0.0773, -0.1114, -0.0623, -0.0601, -0.0812, -0.0942, -0.0853, -0.0143, -0.0143, -0.0082, 0.0574, 0.0804, 0.086, 0.0573, 0.1148, 0.1828, 0.1842, 0.1274, 0.1897, 0.1398, 0.031, 0.0404, 0.0725, 0.0421, 0.0143, 0.115, 0.1249, 0.1186, 0.1186, 0.0863, 0.1439, 0.1341, 0.1635, 0.1439, 0.1359, 0.1657, 0.1292, 0.1206, 0.1214, 0.0317, 0.089, 0.0789, 0.0062, 0.0579, 0.0954, 0.1377, 0.1015, 0.1579, 0.2005, 0.2546, 0.2547, 0.2072, 0.1492, 0.0988, 0.0748, 0.0383, -0.0341, -0.0293, -0.1252, -0.0816, 0.0, -0.0044, -0.0044, 0.0269, 0.0265, 0.1057, 0.1459, 0.1434, 0.1596, 0.2659, 0.2403, 0.243, 0.2371, 0.219, 0.2216, 0.3252, 0.3096, 0.3503, 0.426, 0.3709, 0.4094, 0.4059, 0.474, 0.5671, 0.7404, 0.8121, 0.7579, 1.0302, 1.1621, 1.0839, 1.1847, 1.1096, 0.97, 0.8528, 0.8995, 0.9899, 1.0718, 1.0416, 1.0416, 1.4354, 1.5239, 1.5106, 1.6397, 1.815, 1.8928, 1.9348, 1.7076, 1.3488, 1.5806, 1.5442, 1.4246, 1.7073, 1.6685, 1.9577, 1.7749, 1.8359, 2.0828, 2.0828, 2.2931, 1.8592, 1.8592, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2034142034311929984", "ticker_idx": 0, "ts": "2026-03-18T05:37:08+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Micron is double-dipping on the same platform. Same customer. Same rack. Two products", "tweet_type": "analysis", "timeline": "quarters", "summary": "Long MU: SOCAMM2 + HBM4 double-exposure on Vera Rubin NVL72, first-to-market, high-volume production, near-HBM3E pricing.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU SOCAMM2 - The Emerging Memory for AI Data Centers.\n\nHas the market figured this out yet? Every Vera Rubin NVL72 rack needs HBM4 on the GPU side AND SOCAMM2 on the CPU side. Micron is double-dipping on the same platform. Same customer. Same rack. Two products\n\nCompared to DDR5 RDIMM, SOCAMM2 delivers 2.5x the bandwidth, consumes roughly one-third the power, occupies one-third the space.\n\nSOCAMM2 is designed for NVIDIA Vera Rubin NVL72 systems and standalone NVIDIA Vera CPU platforms, enabling up to 2TB of memory and 1.2 TB/s of bandwidth per CPU.\n\nMicron is first to market. 192GB SOCAMM2 is already in high-volume production. Micron began shipping customer samples of its 256GB SOCAMM2 on March 3, 2026\n\nRevenue opportunity: No specific figures disclosed yet. March 18 earnings call will be key. Allegedly, SOCAMM2 currently costs around $1.3 per Gb, reaching levels close to HBM3E pricing.", "reply_text": null, "parent_text": null, "quoted_text": "$MU SOCAMM2 is the next BOOM. Been saying it since last year.\n\nThe next decade of chips won't just be about raw performance, it'll be about Performance per Watt. Efficiency is the new arms race.\n\nMicron is the leader in low-power memory. Position accordingly. https://t.co/604sn1grPU", "parent_author": null, "ret_m1d": -8.668561804270336e-05, "ret_signed_m1d": -8.668561804270336e-05, "alpha_spy_m1d": -0.014237789607872364, "alpha_c_m1d": -0.008240701279861429, "bench_spy_m1d": 0.014151103989829661, "bench_c_m1d": 0.008154015661818725, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03781436926195425, "ret_signed_p1d": -0.03781436926195425, "alpha_spy_p1d": -0.03534998821864299, "alpha_c_p1d": -0.04098961745806673, "bench_spy_p1d": -0.002464381043311259, "bench_c_p1d": 0.003175248196112479, "ret_p1w": -0.17248176626542222, "ret_signed_p1w": -0.17248176626542222, "alpha_spy_p1w": -0.1682239948840989, "alpha_c_p1w": -0.18607176652821733, "bench_spy_p1w": -0.0042577713813233276, "bench_c_p1w": 0.01359000026279511, "ret_p1m": -0.009329977698455227, "ret_signed_p1m": -0.009329977698455227, "alpha_spy_p1m": -0.07304988226248144, "alpha_c_p1m": -0.1646122503637466, "bench_spy_p1m": 0.06371990456402621, "bench_c_p1m": 0.15528227266529138, "ret_p3m": 1.3573235395556194, "ret_signed_p3m": 1.3573235395556194, "alpha_spy_p3m": 1.2129976412346917, "alpha_c_p3m": 0.713561115408663, "bench_spy_p3m": 0.14432589832092768, "bench_c_p3m": 0.6437624241469564, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": 1.3573235395556194, "alpha_spy_stated": 1.2129976412346917, "alpha_c_stated": 0.713561115408663, "price_path": [-0.4243, -0.4012, -0.4019, -0.3794, -0.3794, -0.3835, -0.3625, -0.3662, -0.3819, -0.3819, -0.3169, -0.324, -0.2562, -0.2646, -0.2918, -0.2526, -0.2509, -0.2677, -0.278, -0.2709, -0.2144, -0.2144, -0.2095, -0.1573, -0.1389, -0.1345, -0.1573, -0.1115, -0.0573, -0.0562, -0.1015, -0.0518, -0.0916, -0.1783, -0.1707, -0.1452, -0.1694, -0.1916, -0.1113, -0.1034, -0.1084, -0.1084, -0.1342, -0.0883, -0.0961, -0.0727, -0.0883, -0.0947, -0.0709, -0.1, -0.1069, -0.1063, -0.1777, -0.132, -0.1401, -0.198, -0.1568, -0.127, -0.0932, -0.1221, -0.0771, -0.0432, -0.0001, 0.0, -0.0378, -0.0841, -0.1243, -0.1434, -0.1725, -0.2302, -0.2263, -0.3028, -0.268, -0.203, -0.2065, -0.2065, -0.1815, -0.1819, -0.1187, -0.0867, -0.0887, -0.0758, 0.0089, -0.0115, -0.0093, -0.014, -0.0284, -0.0263, 0.0562, 0.0437, 0.0762, 0.1366, 0.0926, 0.1233, 0.1205, 0.1748, 0.249, 0.3871, 0.4443, 0.401, 0.6181, 0.7232, 0.6609, 0.7412, 0.6814, 0.5701, 0.4767, 0.5139, 0.586, 0.6512, 0.6272, 0.6272, 0.9411, 1.0116, 1.001, 1.1038, 1.2436, 1.3056, 1.3391, 1.158, 0.872, 1.0568, 1.0278, 0.9324, 1.1577, 1.1268, 1.3573, 1.2117, 1.2603, 1.457, 1.457, 1.6247, 1.2788, 1.2788, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2047697108502012241", "ticker_idx": 0, "ts": "2026-04-24T15:20:09+00:00", "symbol": "SNDK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$SNDK from $200 to $1000", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long SNDK targeting $1000 from $200; high-conviction call citing same playbook as prior MU/PLTR/RKLB calls.", "resolved_tickers": ["SNDK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "quote", "lang": "en", "tweet_text": "$SNDK from $200 to $1000\n\nI gave you the signal. I gave you the thesis. Same playbook as my $MU $62, $PLTR $21  $RKLB $10. I've dropped thousands of rare, high-conviction insights\n\nWho you follow makes all the difference. Choose your notifications wisely.", "reply_text": null, "parent_text": null, "quoted_text": "🟦 $SNDK (W) BLUE-GREEN Candles. Bulls are building momentum 💰💷\n\n250+ Daily BLUE Candle Alerts. Free Trial:\nhttps://t.co/ZQDP5HCFyq https://t.co/anyyqaVM5n", "parent_author": null, "ret_m1d": -0.05805639996048961, "ret_signed_m1d": -0.05805639996048961, "alpha_spy_m1d": -0.05036668073548012, "alpha_c_m1d": -0.03071897248730271, "bench_spy_m1d": -0.007689719225009495, "bench_c_m1d": -0.027337427473186904, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.08111922899016322, "ret_signed_p1d": 0.08111922899016322, "alpha_spy_p1d": 0.07939644115259958, "alpha_c_p1d": 0.0789347596612664, "bench_spy_p1d": 0.001722787837563633, "bench_c_p1d": 0.002184469328896821, "ret_p1w": 0.19911099174141755, "ret_signed_p1w": 0.19911099174141755, "alpha_spy_p1w": 0.18971245554538796, "alpha_c_p1w": 0.18881271108373499, "bench_spy_p1w": 0.009398536196029594, "bench_c_p1w": 0.010298280657682568, "ret_p1m": 0.49377705317414256, "ret_signed_p1m": 0.49377705317414256, "alpha_spy_p1m": 0.4493755822390304, "alpha_c_p1m": 0.36788773530544083, "bench_spy_p1m": 0.04440147093511215, "bench_c_p1m": 0.12588931786870172, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.49377705317414256, "alpha_spy_stated": 0.4493755822390304, "alpha_c_stated": 0.36788773530544083, "price_path": [-0.5137, -0.467, -0.4552, -0.4179, -0.328, -0.2974, -0.4095, -0.4179, -0.3959, -0.4106, -0.4528, -0.3945, -0.3633, -0.367, -0.367, -0.4034, -0.3935, -0.3726, -0.3434, -0.3267, -0.355, -0.3612, -0.3414, -0.3582, -0.3746, -0.4288, -0.3948, -0.4286, -0.4673, -0.4053, -0.3748, -0.3379, -0.3749, -0.3316, -0.2892, -0.2725, -0.2386, -0.22, -0.283, -0.2903, -0.2904, -0.3152, -0.3907, -0.3779, -0.4217, -0.3582, -0.3002, -0.2913, -0.2913, -0.268, -0.2819, -0.2111, -0.1397, -0.1395, -0.0378, -0.0459, -0.0992, -0.0711, -0.0696, -0.0777, -0.0873, -0.0109, -0.0581, 0.0, 0.0811, 0.0126, 0.0751, 0.1077, 0.1991, 0.2687, 0.4207, 0.4244, 0.3536, 0.5783, 0.5633, 0.4668, 0.462, 0.3968, 0.422, 0.3466, 0.3974, 0.4068, 0.558, 0.4938, 0.4938, 0.6058, 0.6062, 0.6584, 0.7123, 0.7794, 0.7339, 0.8502, 0.7776, 0.5752, 0.6588, 0.6633, 0.66, 0.9007, 1.0003, 1.1294, 1.0119, 0.9788, 1.207, 1.207, 1.2969, 0.9836, 0.9836, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2044618152328527946", "ticker_idx": 0, "ts": "2026-04-16T03:25:29+00:00", "symbol": "TSM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$TSM has become the de facto semiconductor index. $2 Trillion Market Cap: Inevitable", "tweet_type": "analysis", "timeline": "quarters", "summary": "Long TSMC: $2T market cap seen as inevitable, Q1 2026 net profit forecast +50% YoY, nine consecutive quarters of growth on insatiable AI demand.", "resolved_tickers": ["TSM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$TSM $META $AVGO $MU $DRAM\n\nTSMC is on track for a record-breaking Q1 2026 with net profit expected to surge approximately 50% year-on-year to NT$543.3 billion (US$17.23 billion).\n\nThis marks the ninth consecutive quarter of earnings growth. Revenue for the quarter rose 35% YoY, driven by insatiable demand for AI infrastructure, which has outpaced TSMC’s capacity in both the 3nm process and advanced packaging.\n\nMeta and Broadcom are reportedly targeting TSMC’s 2nm process combined with CoWoS-L advanced packaging for their next-generation AI accelerator.\n\nTimeline: Production and launch as early as 1H 2027 (first half of 2027).\n\nDesign: Features a compute die designed by Broadcom, paired with HBM4 memory.\n\nFuture evolution: The initial version uses CoWoS-L; it is expected to migrate to SoIC packaging the following year, integrating a 2nm compute chip with a 3nm I/O die.\n\nThe partnership includes a long-term commitment through 2029, with an initial computing capacity exceeding one gigawatt.", "reply_text": null, "parent_text": null, "quoted_text": "$TSM has become the de facto semiconductor index. It's now the proxy for the entire semiconductor industry.\n\n$2 Trillion Market Cap: Inevitable", "parent_author": null, "ret_m1d": 0.03233801422493787, "ret_signed_m1d": 0.03233801422493787, "alpha_spy_m1d": 0.03478933811687768, "alpha_c_m1d": 0.03629577113188864, "bench_spy_m1d": -0.002451323891939805, "bench_c_m1d": -0.003957756906950771, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.019678013138936246, "ret_signed_p1d": 0.019678013138936246, "alpha_spy_p1d": 0.007592327037292179, "alpha_c_p1d": -0.000902497240060196, "bench_spy_p1d": 0.012085686101644066, "bench_c_p1d": 0.02058051037899644, "ret_p1w": 0.05314437465878297, "ret_signed_p1w": 0.05314437465878297, "alpha_spy_p1w": 0.04346727910956494, "alpha_c_p1w": -0.006332360250146829, "bench_spy_p1w": 0.009677095549218029, "bench_c_p1w": 0.059476734908929796, "ret_p1m": 0.11283893879959783, "ret_signed_p1m": 0.11283893879959783, "alpha_spy_p1m": 0.0593799671224704, "alpha_c_p1m": -0.1104241258175509, "bench_spy_p1m": 0.05345897167712743, "bench_c_p1m": 0.22326306461714873, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.0603, -0.1021, -0.105, -0.1016, -0.081, -0.0869, -0.0714, -0.0606, -0.0681, -0.0928, -0.0632, -0.0786, -0.106, -0.0923, -0.0426, -0.0246, -0.0068, 0.0267, 0.0102, 0.0055, 0.0055, -0.0005, -0.0058, -0.0109, 0.0169, 0.0156, 0.0587, 0.0641, 0.0341, 0.028, 0.013, -0.0309, -0.019, -0.0289, -0.0699, -0.043, -0.0474, -0.0269, -0.0759, -0.0715, -0.0663, -0.0478, -0.0654, -0.0676, -0.0939, -0.0685, -0.0553, -0.0429, -0.1025, -0.1008, -0.1289, -0.0699, -0.0602, -0.0669, -0.0669, -0.0594, -0.0496, 0.007, 0.0059, 0.02, 0.0171, 0.0455, 0.0323, 0.0, 0.0197, 0.008, 0.013, 0.0663, 0.0531, 0.1076, 0.1146, 0.0798, 0.0839, 0.09, 0.0945, 0.1053, 0.0855, 0.1545, 0.1398, 0.133, 0.1134, 0.0934, 0.1003, 0.1496, 0.1128, 0.0897, 0.0805, 0.1053, 0.1205, 0.1133, 0.1133, 0.1348, 0.1634, 0.1693, 0.1516, 0.1989, 0.2294, 0.2018, 0.2245, 0.1426, 0.1746, 0.1777, 0.1249, 0.1616, 0.1695, 0.2177, 0.1747, 0.1921, 0.2748, 0.2748, 0.2901, 0.2038, 0.2038, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2044618152328527946", "ticker_idx": 1, "ts": "2026-04-16T03:25:29+00:00", "symbol": "TSM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "TSMC is on track for a record-breaking Q1 2026 with net profit expected to surge approximately 50% year-on-year", "tweet_type": "analysis", "timeline": "quarters", "summary": "Long TSMC: $2T market cap seen as inevitable, Q1 2026 net profit forecast +50% YoY, nine consecutive quarters of growth on insatiable AI demand.", "resolved_tickers": ["TSM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$TSM $META $AVGO $MU $DRAM\n\nTSMC is on track for a record-breaking Q1 2026 with net profit expected to surge approximately 50% year-on-year to NT$543.3 billion (US$17.23 billion).\n\nThis marks the ninth consecutive quarter of earnings growth. Revenue for the quarter rose 35% YoY, driven by insatiable demand for AI infrastructure, which has outpaced TSMC’s capacity in both the 3nm process and advanced packaging.\n\nMeta and Broadcom are reportedly targeting TSMC’s 2nm process combined with CoWoS-L advanced packaging for their next-generation AI accelerator.\n\nTimeline: Production and launch as early as 1H 2027 (first half of 2027).\n\nDesign: Features a compute die designed by Broadcom, paired with HBM4 memory.\n\nFuture evolution: The initial version uses CoWoS-L; it is expected to migrate to SoIC packaging the following year, integrating a 2nm compute chip with a 3nm I/O die.\n\nThe partnership includes a long-term commitment through 2029, with an initial computing capacity exceeding one gigawatt.", "reply_text": null, "parent_text": null, "quoted_text": "$TSM has become the de facto semiconductor index. 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{"unit_id": "reply:2055727823139291262", "ticker_idx": 0, "ts": "2026-05-16T19:11:21+00:00", "symbol": "2330.TW", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "already loaded. up", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds a long position in TSMC, already loaded.", "resolved_tickers": ["2330.TW"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@LaPicFamily already loaded. up", "reply_text": null, "parent_text": "@TradexWhisperer All in sur TSMC ?", "quoted_text": null, "parent_author": "LaPicFamily", "ret_m1d": 0.01116065476598993, "ret_signed_m1d": 0.01116065476598993, "alpha_spy_m1d": 0.010456650174468285, "alpha_c_m1d": -0.007478671093658074, "bench_spy_m1d": 0.0007040045915216453, "bench_c_m1d": 0.018639325859648004, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.015625047810926218, "ret_signed_p1d": -0.015625047810926218, "alpha_spy_p1d": -0.008964259723432844, "alpha_c_p1d": -0.011597013388687794, "bench_spy_p1d": -0.0066607880874933745, "bench_c_p1d": -0.0040280344222384246, "ret_p1w": 0.031249986339735303, "ret_signed_p1w": 0.031249986339735303, "alpha_spy_p1w": 0.021786766230355248, "alpha_c_p1w": -0.023971991949959248, "bench_spy_p1w": 0.009463220109380055, "bench_c_p1w": 0.05522197828969455, "ret_p1m": 0.07428692325816333, "ret_signed_p1m": 0.07428692325816333, "alpha_spy_p1m": 0.058474241168013696, "alpha_c_p1m": -0.053587747698338406, "bench_spy_p1m": 0.015812682090149632, "bench_c_p1m": 0.12787467095650173, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.07428692325816333, "alpha_spy_stated": 0.058474241168013696, "alpha_c_stated": -0.053587747698338406, "price_path": [-0.1479, -0.1479, -0.1479, -0.1545, -0.1256, -0.1034, -0.1123, -0.1123, -0.1212, -0.139, -0.1701, -0.1545, -0.159, -0.1946, -0.1768, -0.1367, -0.1612, -0.1701, -0.179, -0.1652, -0.1496, -0.1741, -0.1786, -0.192, -0.192, -0.1763, -0.1786, -0.1875, -0.2054, -0.2143, -0.1719, -0.192, -0.192, -0.192, -0.1696, -0.1295, -0.1272, -0.1071, -0.1116, -0.0826, -0.0714, -0.0692, -0.0938, -0.096, -0.0848, -0.0848, -0.0714, -0.0246, 0.0112, -0.0112, -0.0268, -0.0469, -0.0469, 0.0156, 0.0045, 0.0045, 0.0312, 0.0223, -0.0022, 0.0067, -0.0089, 0.0134, 0.0112, 0.0, -0.0156, -0.0246, -0.0045, 0.0067, 0.0312, 0.0134, 0.0268, 0.0246, 0.0513, 0.0513, 0.0625, 0.0826, 0.0647, 0.0558, 0.0246, 0.029, 0.0067, 0.0071, 0.034, 0.0631, 0.0743, 0.0676, 0.0788, 0.0788, 0.1235, 0.1146, 0.0698, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
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{"unit_id": "reply:2039773412558799190", "ticker_idx": 0, "ts": "2026-04-02T18:34:13+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The best choice for the next 3-5 years along with $TSM", "tweet_type": "prediction", "timeline": "years", "summary": "Endorses MU and TSM as top picks for the next 3-5 years, implicitly agreeing with bullish AI memory demand thesis.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@OpenClawCentral The best choice for the next 3-5 years along with $TSM", "reply_text": null, "parent_text": "@TradexWhisperer Micron’s next quarter is projected to make more net income than Tesla might in any single quarter until 2030.\n$MU guidance:\n~$33.5B revenue\n81% gross margins\n~$19 EPS\n~$23B net income\nYet trading at ~4x P/E.\nAI memory demand is exploding.  $MU", "quoted_text": null, "parent_author": "OpenClawCentral", "ret_m1d": 0.004396067911945689, "ret_signed_m1d": 0.004396067911945689, "alpha_spy_m1d": 0.005295717345377371, "alpha_c_m1d": 0.005288212327171471, "bench_spy_m1d": -0.0008996494334316818, "bench_c_m1d": -0.0008921444152257818, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0, "ret_signed_p1d": 0.0, "alpha_spy_p1d": 0.0, "alpha_c_p1d": 0.0, "bench_spy_p1d": 0.0, "bench_c_p1d": 0.0, "ret_p1w": 0.1509120276458067, "ret_signed_p1w": 0.1509120276458067, "alpha_spy_p1w": 0.11419528341757745, "alpha_c_p1w": 0.054077837379849836, "bench_spy_p1w": 0.03671674422822924, "bench_c_p1w": 0.09683419026595685, "ret_p1m": 0.4804773821276844, "ret_signed_p1m": 0.4804773821276844, "alpha_spy_p1m": 0.38164078690424263, "alpha_c_p1m": 0.18097697988871242, "bench_spy_p1m": 0.09883659522344179, "bench_c_p1m": 0.299500402238972, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.148, -0.0627, -0.0733, -0.1075, -0.0581, -0.056, -0.0771, -0.0902, -0.0812, -0.0099, -0.0099, -0.0038, 0.062, 0.0851, 0.0908, 0.0619, 0.1197, 0.188, 0.1894, 0.1323, 0.1949, 0.1448, 0.0355, 0.045, 0.0772, 0.0467, 0.0187, 0.1199, 0.1298, 0.1235, 0.1235, 0.0911, 0.1489, 0.1391, 0.1686, 0.149, 0.1409, 0.1709, 0.1342, 0.1255, 0.1263, 0.0363, 0.0938, 0.0837, 0.0107, 0.0626, 0.1002, 0.1427, 0.1063, 0.163, 0.2058, 0.2601, 0.2602, 0.2125, 0.1542, 0.1036, 0.0795, 0.0428, -0.0298, -0.025, -0.1213, -0.0775, 0.0044, 0.0, 0.0, 0.0315, 0.031, 0.1106, 0.1509, 0.1484, 0.1647, 0.2715, 0.2457, 0.2484, 0.2425, 0.2244, 0.227, 0.331, 0.3153, 0.3563, 0.4323, 0.3769, 0.4156, 0.4121, 0.4805, 0.574, 0.748, 0.8201, 0.7656, 1.0391, 1.1716, 1.0931, 1.1943, 1.1189, 0.9786, 0.8609, 0.9079, 0.9987, 1.0809, 1.0506, 1.0506, 1.4462, 1.535, 1.5216, 1.6513, 1.8274, 1.9055, 1.9477, 1.7195, 1.3591, 1.592, 1.5554, 1.4352, 1.7192, 1.6802, 1.9707, 1.7871, 1.8484, 2.0963, 2.0963, 2.3076, 1.8718, 1.8718, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2039773412558799190", "ticker_idx": 1, "ts": "2026-04-02T18:34:13+00:00", "symbol": "TSM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The best choice for the next 3-5 years along with $TSM", "tweet_type": "prediction", "timeline": "years", "summary": "Endorses MU and TSM as top picks for the next 3-5 years, implicitly agreeing with bullish AI memory demand thesis.", "resolved_tickers": ["TSM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@OpenClawCentral The best choice for the next 3-5 years along with $TSM", "reply_text": null, "parent_text": "@TradexWhisperer Micron’s next quarter is projected to make more net income than Tesla might in any single quarter until 2030.\n$MU guidance:\n~$33.5B revenue\n81% gross margins\n~$19 EPS\n~$23B net income\nYet trading at ~4x P/E.\nAI memory demand is exploding.  $MU", "quoted_text": null, "parent_author": "OpenClawCentral", "ret_m1d": 0.007226192464308223, "ret_signed_m1d": 0.007226192464308223, "alpha_spy_m1d": 0.008125841897739905, "alpha_c_m1d": 0.008118336879534005, "bench_spy_m1d": -0.0008996494334316818, "bench_c_m1d": -0.0008921444152257818, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0, "ret_signed_p1d": 0.0, "alpha_spy_p1d": 0.0, "alpha_c_p1d": 0.0, "bench_spy_p1d": 0.0, "bench_c_p1d": 0.0, "ret_p1w": 0.07801433220852916, "ret_signed_p1w": 0.07801433220852916, "alpha_spy_p1w": 0.04129758798029992, "alpha_c_p1w": -0.018819858057427696, "bench_spy_p1w": 0.03671674422822924, "bench_c_p1w": 0.09683419026595685, "ret_p1m": 0.17292941792849637, "ret_signed_p1m": 0.17292941792849637, "alpha_spy_p1m": 0.07409282270505457, "alpha_c_p1m": -0.12657098431047564, "bench_spy_p1m": 0.09883659522344179, "bench_c_p1m": 0.299500402238972, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.0522, -0.037, -0.0627, -0.0647, -0.0481, -0.0242, -0.0258, -0.0379, 0.0048, 0.0071, 0.0071, -0.0378, -0.0408, -0.0371, -0.0151, -0.0214, -0.0049, 0.0068, -0.0013, -0.0278, 0.004, -0.0125, -0.0419, -0.0273, 0.026, 0.0453, 0.0645, 0.1003, 0.0827, 0.0775, 0.0775, 0.0712, 0.0655, 0.06, 0.0898, 0.0884, 0.1346, 0.1404, 0.1083, 0.1017, 0.0856, 0.0386, 0.0513, 0.0408, -0.0033, 0.0256, 0.0209, 0.0428, -0.0097, -0.005, 0.0007, 0.0205, 0.0016, -0.0007, -0.0289, -0.0017, 0.0124, 0.0257, -0.0381, -0.0363, -0.0665, -0.0032, 0.0072, 0.0, 0.0, 0.008, 0.0185, 0.0792, 0.078, 0.0931, 0.09, 0.1205, 0.1064, 0.0717, 0.0928, 0.0802, 0.0857, 0.1428, 0.1287, 0.1871, 0.1945, 0.1572, 0.1616, 0.1682, 0.1729, 0.1846, 0.1633, 0.2373, 0.2215, 0.2143, 0.1932, 0.1718, 0.1792, 0.2321, 0.1926, 0.1679, 0.158, 0.1846, 0.2009, 0.1931, 0.1931, 0.2161, 0.2468, 0.2531, 0.2342, 0.2849, 0.3175, 0.288, 0.3123, 0.2245, 0.2588, 0.2622, 0.2056, 0.2449, 0.2533, 0.305, 0.2589, 0.2776, 0.3662, 0.3662, 0.3826, 0.2901, 0.2901, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2044125068360593893", "ticker_idx": 0, "ts": "2026-04-14T18:46:08+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Most of memory capex is chasing DRAM and HBM, not NAND. Shortage for next 5 years.", "tweet_type": "analysis", "timeline": "years", "summary": "Bullish DRAM/HBM multi-year shortage thesis; long MU and SNDK on insatiable AI-driven demand, 5-year supply deficit.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$SNDK $MU $DRAM\n\nSizeable drop but solid comeback, ~2% away from ATH.\n\nClaude AI Inference has insatiable hunger for capacity. Most of memory capex is chasing DRAM and HBM, not NAND.\n\nShortage for next 5 years. Good luck waiting for new fabs all of the sudden. https://t.co/DHiRcnxG84", "reply_text": null, "parent_text": null, "quoted_text": "$SNDK from $200 to $900\n\nI gave you the BLUE candle signal. I gave you the thesis.\n\nSame playbook. $MU at $62. $PLTR at $21. $RKLB at $10.\n\nChoose your notifications wisely.", "parent_author": null, "ret_m1d": -0.08396685520770475, "ret_signed_m1d": -0.08396685520770475, "alpha_spy_m1d": -0.07192866190508485, "alpha_c_m1d": -0.06480755507029468, "bench_spy_m1d": -0.012038193302619904, "bench_c_m1d": -0.019159300137410074, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.020250810895547366, "ret_signed_p1d": -0.020250810895547366, "alpha_spy_p1d": -0.028141780122591276, "alpha_c_p1d": -0.0224632002760784, "bench_spy_p1d": 0.007890969227043909, "bench_c_p1d": 0.0022123893805310324, "ret_p1w": -0.03496112754212388, "ret_signed_p1w": -0.03496112754212388, "alpha_spy_p1w": -0.048813610219581416, "alpha_c_p1w": -0.06296998520165797, "bench_spy_p1w": 0.013852482677457534, "bench_c_p1w": 0.028008857659534092, "ret_p1m": 0.7257870518463934, "ret_signed_p1m": 0.7257870518463934, "alpha_spy_p1m": 0.6568846766517031, "alpha_c_p1m": 0.459282578455561, "bench_spy_p1m": 0.06890237519469022, "bench_c_p1m": 0.2665044733908324, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.2774, -0.2213, -0.2213, -0.2165, -0.1647, -0.1466, -0.1421, -0.1648, -0.1194, -0.0656, -0.0645, -0.1094, -0.0602, -0.0996, -0.1856, -0.1781, -0.1528, -0.1768, -0.1988, -0.1192, -0.1114, -0.1163, -0.1163, -0.1418, -0.0964, -0.1041, -0.0809, -0.0964, -0.1027, -0.0791, -0.108, -0.1148, -0.1142, -0.185, -0.1397, -0.1477, -0.2051, -0.1643, -0.1347, -0.1012, -0.1299, -0.0853, -0.0516, -0.0089, -0.0089, -0.0463, -0.0922, -0.132, -0.151, -0.1798, -0.237, -0.2332, -0.3089, -0.2745, -0.21, -0.2135, -0.2135, -0.1888, -0.1892, -0.1266, -0.0948, -0.0968, -0.084, 0.0, -0.0203, -0.0181, -0.0227, -0.037, -0.035, 0.0469, 0.0345, 0.0667, 0.1265, 0.083, 0.1134, 0.1106, 0.1644, 0.2379, 0.3748, 0.4315, 0.3886, 0.6038, 0.708, 0.6462, 0.7258, 0.6665, 0.5562, 0.4636, 0.5005, 0.5719, 0.6366, 0.6128, 0.6128, 0.9239, 0.9938, 0.9832, 1.0852, 1.2237, 1.2851, 1.3184, 1.1389, 0.8555, 1.0386, 1.0098, 0.9153, 1.1386, 1.108, 1.3364, 1.1921, 1.2402, 1.4352, 1.4352, 1.6014, 1.2587, 1.2587, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2044125068360593893", "ticker_idx": 1, "ts": "2026-04-14T18:46:08+00:00", "symbol": "SNDK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Sizeable drop but solid comeback, ~2% away from ATH.", "tweet_type": "analysis", "timeline": "years", "summary": "Bullish DRAM/HBM multi-year shortage thesis; long MU and SNDK on insatiable AI-driven demand, 5-year supply deficit.", "resolved_tickers": ["SNDK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "quote", "lang": "en", "tweet_text": "$SNDK $MU $DRAM\n\nSizeable drop but solid comeback, ~2% away from ATH.\n\nClaude AI Inference has insatiable hunger for capacity. Most of memory capex is chasing DRAM and HBM, not NAND.\n\nShortage for next 5 years. Good luck waiting for new fabs all of the sudden. https://t.co/DHiRcnxG84", "reply_text": null, "parent_text": null, "quoted_text": "$SNDK from $200 to $900\n\nI gave you the BLUE candle signal. I gave you the thesis.\n\nSame playbook. $MU at $62. $PLTR at $21. $RKLB at $10.\n\nChoose your notifications wisely.", "parent_author": null, "ret_m1d": 0.008512777502800883, "ret_signed_m1d": 0.008512777502800883, "alpha_spy_m1d": 0.020550970805420787, "alpha_c_m1d": 0.024262403503784613, "bench_spy_m1d": -0.012038193302619904, "bench_c_m1d": -0.01574962600098373, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.055841486185275735, "ret_signed_p1d": -0.055841486185275735, "alpha_spy_p1d": -0.06373245541231964, "alpha_c_p1d": -0.071793924105363, "bench_spy_p1d": 0.007890969227043909, "bench_c_p1d": 0.01595243792008727, "ret_p1w": -0.04337931811312534, "ret_signed_p1w": -0.04337931811312534, "alpha_spy_p1w": -0.057231800790582876, "alpha_c_p1w": -0.08900590729269642, "bench_spy_p1w": 0.013852482677457534, "bench_c_p1w": 0.045626589179571075, "ret_p1m": 0.5323358816670483, "ret_signed_p1m": 0.5323358816670483, "alpha_spy_p1m": 0.46343350647235804, "alpha_c_p1m": 0.3369187494916086, "bench_spy_p1m": 0.06890237519469022, "bench_c_p1m": 0.19541713217543966, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.5667, -0.5621, -0.5621, -0.5202, -0.4692, -0.467, -0.4983, -0.5015, -0.4903, -0.4413, -0.429, -0.3899, -0.2956, -0.2636, -0.3811, -0.3899, -0.3669, -0.3823, -0.4265, -0.3654, -0.3326, -0.3366, -0.3366, -0.3747, -0.3643, -0.3424, -0.3118, -0.2943, -0.3239, -0.3304, -0.3098, -0.3273, -0.3445, -0.4013, -0.3657, -0.4011, -0.4417, -0.3766, -0.3447, -0.306, -0.3448, -0.2995, -0.255, -0.2375, -0.202, -0.1825, -0.2486, -0.2562, -0.2562, -0.2823, -0.3614, -0.348, -0.3938, -0.3273, -0.2665, -0.2572, -0.2572, -0.2328, -0.2474, -0.1732, -0.0984, -0.0981, 0.0085, 0.0, -0.0558, -0.0265, -0.0249, -0.0333, -0.0434, 0.0366, -0.0127, 0.0481, 0.1331, 0.0613, 0.1268, 0.161, 0.2568, 0.3297, 0.489, 0.4929, 0.4188, 0.6542, 0.6386, 0.5374, 0.5323, 0.464, 0.4904, 0.4114, 0.4646, 0.4745, 0.6329, 0.5656, 0.5656, 0.683, 0.6834, 0.7382, 0.7947, 0.865, 0.8173, 0.9392, 0.8632, 0.651, 0.7386, 0.7434, 0.7399, 0.9922, 1.0965, 1.2318, 1.1087, 1.074, 1.3132, 1.3132, 1.4074, 1.0791, 1.0791, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2044125068360593893", "ticker_idx": 2, "ts": "2026-04-14T18:46:08+00:00", "symbol": "DRAM", "kind": "sector", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Most of memory capex is chasing DRAM and HBM, not NAND. Shortage for next 5 years.", "tweet_type": "analysis", "timeline": "years", "summary": "Bullish DRAM/HBM multi-year shortage thesis; long MU and SNDK on insatiable AI-driven demand, 5-year supply deficit.", "resolved_tickers": ["MU", "000660.KS", "005930.KS"], "resolution_method": "basket", "resolution_reason": "DRAM sector basket: Micron, SK Hynix, Samsung", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$SNDK $MU $DRAM\n\nSizeable drop but solid comeback, ~2% away from ATH.\n\nClaude AI Inference has insatiable hunger for capacity. Most of memory capex is chasing DRAM and HBM, not NAND.\n\nShortage for next 5 years. Good luck waiting for new fabs all of the sudden. https://t.co/DHiRcnxG84", "reply_text": null, "parent_text": null, "quoted_text": "$SNDK from $200 to $900\n\nI gave you the BLUE candle signal. I gave you the thesis.\n\nSame playbook. $MU at $62. $PLTR at $21. $RKLB at $10.\n\nChoose your notifications wisely.", "parent_author": null, "ret_m1d": -0.04478105968464704, "ret_signed_m1d": -0.04478105968464704, "alpha_spy_m1d": -0.032742866382027135, "alpha_c_m1d": -0.025621759547236965, "bench_spy_m1d": -0.012038193302619904, "bench_c_m1d": -0.019159300137410074, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.009093387676050798, "ret_signed_p1d": 0.009093387676050798, "alpha_spy_p1d": 0.0012024184490068892, "alpha_c_p1d": 0.006880998295519766, "bench_spy_p1d": 0.007890969227043909, "bench_c_p1d": 0.0022123893805310324, "ret_p1w": 0.02414299772446223, "ret_signed_p1w": 0.02414299772446223, "alpha_spy_p1w": 0.010290515047004695, "alpha_c_p1w": -0.003865859935071863, "bench_spy_p1w": 0.013852482677457534, "bench_c_p1w": 0.028008857659534092, "ret_p1m": 0.6209284977409636, "ret_signed_p1m": 0.6209284977409636, "alpha_spy_p1m": 0.5520261225462734, "alpha_c_p1m": 0.3544240243501312, "bench_spy_p1m": 0.06890237519469022, "bench_c_p1m": 0.2665044733908324, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.303, -0.2813, -0.2939, -0.2864, -0.2603, -0.2511, -0.2587, -0.2358, -0.2041, -0.183, -0.1689, -0.2229, -0.157, -0.1697, -0.2308, -0.2303, -0.1955, -0.2076, -0.2165, -0.1647, -0.1604, -0.162, -0.162, -0.1705, -0.1374, -0.1237, -0.1108, -0.0891, -0.0819, -0.0269, -0.05, -0.0523, -0.1216, -0.2077, -0.1351, -0.1481, -0.2162, -0.15, -0.1318, -0.1313, -0.1537, -0.1118, -0.0936, -0.0311, -0.0563, -0.0723, -0.1299, -0.1223, -0.1271, -0.1689, -0.188, -0.2097, -0.2687, -0.1954, -0.2113, -0.1866, -0.1728, -0.1504, -0.0941, -0.0937, -0.0715, -0.0762, -0.0448, 0.0, 0.0091, -0.0005, 0.0068, 0.0261, 0.0241, 0.0631, 0.0502, 0.0893, 0.1077, 0.0974, 0.0968, 0.0959, 0.18, 0.2045, 0.3483, 0.3914, 0.3818, 0.5373, 0.5485, 0.5772, 0.6209, 0.5166, 0.5026, 0.4351, 0.4482, 0.5664, 0.5772, 0.5692, 0.6121, 0.7844, 0.8095, 0.8466, 0.9399, 1.0034, 1.0238, 1.0025, 0.8402, 0.6461, 0.8383, 0.7489, 0.7274, 0.8533, 0.9065, 1.0197, 1.0179, 1.1074, 1.1822, 1.2269, 1.1067, 1.048, 1.2587, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2052601474757398652", "ticker_idx": 0, "ts": "2026-05-08T04:08:21+00:00", "symbol": "SNDK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$SNDK $1,220 → $1,625", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Shares Mizuho raised PTs on SNDK ($1,220→$1,625) and MU ($545→$740); frames as Agentic AI = DRAM demand thesis.", "resolved_tickers": ["SNDK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "original", "lang": "en", "tweet_text": "Mizuho Raised Again.\n\n$SNDK $1,220 → $1,625\n$MU $545 → $740\n\nAgentic AI = $DRAM https://t.co/13lUU6fLgb", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.14233778162747768, "ret_signed_m1d": -0.14233778162747768, "alpha_spy_m1d": -0.13414928960085637, "alpha_c_m1d": -0.1091221822548506, "bench_spy_m1d": -0.008188492026621308, "bench_c_m1d": -0.03321559937262708, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.00946010954715748, "ret_signed_p1d": -0.00946010954715748, "alpha_spy_p1d": -0.011737672589544945, "alpha_c_p1d": -0.02290580366980166, "bench_spy_p1d": 0.002277563042387465, "bench_c_p1d": 0.01344569412264418, "ret_p1w": -0.09903733108914514, "ret_signed_p1w": -0.09903733108914514, "alpha_spy_p1w": -0.10113868870055598, "alpha_c_p1w": -0.10325329776387726, "bench_spy_p1w": 0.0021013576114108368, "bench_c_p1w": 0.004215966674732119, "ret_p1m": 0.05098764412511314, "ret_signed_p1m": 0.05098764412511314, "alpha_spy_p1m": 0.04881859177185799, "alpha_c_p1m": 0.001648613837486046, "bench_spy_p1m": 0.002169052353255152, "bench_c_p1m": 0.049339030287627095, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.05098764412511314, "alpha_spy_stated": 0.04881859177185799, "alpha_c_stated": 0.001648613837486046, "price_path": [-0.6533, -0.6164, -0.5966, -0.599, -0.599, -0.622, -0.6157, -0.6025, -0.584, -0.5734, -0.5913, -0.5952, -0.5827, -0.5933, -0.6037, -0.6381, -0.6166, -0.638, -0.6625, -0.6232, -0.6039, -0.5805, -0.6039, -0.5765, -0.5496, -0.539, -0.5176, -0.5058, -0.5457, -0.5504, -0.5504, -0.5661, -0.6139, -0.6058, -0.6336, -0.5933, -0.5566, -0.5509, -0.5509, -0.5362, -0.545, -0.5002, -0.4549, -0.4548, -0.3903, -0.3955, -0.4292, -0.4115, -0.4105, -0.4156, -0.4217, -0.3733, -0.4032, -0.3664, -0.315, -0.3584, -0.3188, -0.2982, -0.2402, -0.1962, -0.0999, -0.0975, -0.1423, 0.0, -0.0095, -0.0706, -0.0737, -0.115, -0.099, -0.1468, -0.1146, -0.1087, -0.0129, -0.0535, -0.0535, 0.0174, 0.0177, 0.0508, 0.0849, 0.1274, 0.0986, 0.1723, 0.1263, -0.0019, 0.051, 0.0539, 0.0518, 0.2043, 0.2674, 0.3492, 0.2747, 0.2538, 0.3984, 0.3984, 0.4553, 0.2568, 0.2568, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2052601474757398652", "ticker_idx": 1, "ts": "2026-05-08T04:08:21+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU $545 → $740", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Shares Mizuho raised PTs on SNDK ($1,220→$1,625) and MU ($545→$740); frames as Agentic AI = DRAM demand thesis.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "Mizuho Raised Again.\n\n$SNDK $1,220 → $1,625\n$MU $545 → $740\n\nAgentic AI = $DRAM https://t.co/13lUU6fLgb", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.1341438826519208, "ret_signed_m1d": -0.1341438826519208, "alpha_spy_m1d": -0.12595539062529948, "alpha_c_m1d": -0.0874746210519386, "bench_spy_m1d": -0.008188492026621308, "bench_c_m1d": -0.04666926159998219, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.06496969736595304, "ret_signed_p1d": 0.06496969736595304, "alpha_spy_p1d": 0.06269213432356557, "alpha_c_p1d": 0.047724630980225724, "bench_spy_p1d": 0.002277563042387465, "bench_c_p1d": 0.017245066385727315, "ret_p1w": -0.02965951779766396, "ret_signed_p1w": -0.02965951779766396, "alpha_spy_p1w": -0.031760875409074796, "alpha_c_p1w": -0.011655578856954785, "bench_spy_p1w": 0.0021013576114108368, "bench_c_p1w": -0.018003938940709174, "ret_p1m": 0.2711131779169784, "ret_signed_p1m": 0.2711131779169784, "alpha_spy_p1m": 0.26894412556372327, "alpha_c_p1m": 0.21530070864113604, "bench_spy_p1m": 0.002169052353255152, "bench_c_p1m": 0.05581246927584238, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.2711131779169784, "alpha_spy_stated": 0.26894412556372327, "alpha_c_stated": 0.21530070864113604, "price_path": [-0.5004, -0.4508, -0.4459, -0.449, -0.449, -0.4649, -0.4366, -0.4414, -0.4269, -0.4365, -0.4405, -0.4258, -0.4438, -0.4481, -0.4477, -0.4918, -0.4636, -0.4686, -0.5044, -0.4789, -0.4605, -0.4396, -0.4575, -0.4296, -0.4087, -0.382, -0.382, -0.4054, -0.434, -0.4588, -0.4706, -0.4886, -0.5242, -0.5219, -0.5691, -0.5476, -0.5074, -0.5096, -0.5096, -0.4942, -0.4944, -0.4554, -0.4356, -0.4368, -0.4288, -0.3765, -0.3891, -0.3878, -0.3906, -0.3996, -0.3983, -0.3473, -0.355, -0.3349, -0.2976, -0.3247, -0.3058, -0.3075, -0.274, -0.2281, -0.1428, -0.1074, -0.1341, 0.0, 0.065, 0.0265, 0.0761, 0.0391, -0.0297, -0.0874, -0.0644, -0.0198, 0.0205, 0.0056, 0.0056, 0.1996, 0.2432, 0.2366, 0.3002, 0.3866, 0.4249, 0.4456, 0.3337, 0.1569, 0.2711, 0.2532, 0.1943, 0.3335, 0.3144, 0.4568, 0.3668, 0.3969, 0.5184, 0.5184, 0.6221, 0.4084, 0.4084, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2052380431467659605", "ticker_idx": 0, "ts": "2026-05-07T13:30:00+00:00", "symbol": "AMD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Lisa Su raised the server CPU TAM forecast from roughly $60B to over $120B by 2030, now CPU-to-GPU ratio: 1:8 → 1:1 Agentic AI = Re-Fucking-Rate", "tweet_type": "analysis", "timeline": "quarters", "summary": "Bullish CPU/AI memory complex: AMD TAM doubles to $120B by 2030, CPU:GPU ratio normalizes 1:1, memory demand 16x on agentic AI re-rate.", "resolved_tickers": ["AMD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "Lisa Su raised the server CPU TAM forecast from roughly $60B to over $120B by 2030, now\n\nCPU-to-GPU ratio: 1:8 → 1:1 \nNew AI Memory Demand? 16x\n\nAgentic AI = Re-Fucking-Rate\n\n$AMD $INTC $ARM $MU $DRAM $SNDK $TSM https://t.co/23Q80JtAKN", "reply_text": null, "parent_text": null, "quoted_text": "$AMD $INTC AI Inference & Agentic AI Tailwind. Is Market finally pricing in the CPU necessity?\n\n-AMD CEO Lisa Su disclosed at the March 2026 Morgan Stanley TMT Conference that server CPU demand has \"far exceeded\" prior forecasts.\n\n-Meta and AMD announced a five year, $60 billion https://t.co/F21QcDSkXM", "parent_author": null, "ret_m1d": 0.031655543906021544, "ret_signed_m1d": 0.031655543906021544, "alpha_spy_m1d": 0.02858003171308665, "alpha_c_m1d": 0.013769903068493905, "bench_spy_m1d": 0.0030755121929348928, "bench_c_m1d": 0.01788564083752764, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.11440535661732598, "ret_signed_p1d": 0.11440535661732598, "alpha_spy_p1d": 0.10614925960615773, "alpha_c_p1d": 0.06545145245778161, "bench_spy_p1d": 0.00825609701116825, "bench_c_p1d": 0.04895390415954437, "ret_p1w": 0.10096465165423352, "ret_signed_p1w": 0.10096465165423352, "alpha_spy_p1w": 0.0782877156034576, "alpha_c_p1w": 0.030162850139531017, "bench_spy_p1w": 0.02267693605077592, "bench_c_p1w": 0.0708018015147025, "ret_p1m": 0.1418009465783978, "ret_signed_p1m": 0.1418009465783978, "alpha_spy_p1m": 0.1336405384885686, "alpha_c_p1m": 0.08701474366593254, "bench_spy_p1m": 0.008160408089829208, "bench_c_p1m": 0.054786202912465276, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.4712, -0.4771, -0.4771, -0.4958, -0.4924, -0.4924, -0.5028, -0.5101, -0.5021, -0.51, -0.5187, -0.4765, -0.4838, -0.5013, -0.5098, -0.5137, -0.5325, -0.5053, -0.5117, -0.5289, -0.5038, -0.5024, -0.4985, -0.5159, -0.5265, -0.5187, -0.5194, -0.5117, -0.4975, -0.5071, -0.5038, -0.4972, -0.4607, -0.5011, -0.5055, -0.5201, -0.502, -0.4854, -0.4675, -0.4675, -0.461, -0.4576, -0.4325, -0.4207, -0.4001, -0.3957, -0.3755, -0.3681, -0.3188, -0.3184, -0.3269, -0.3035, -0.2571, -0.2525, -0.1485, -0.1808, -0.2087, -0.1747, -0.1321, -0.1173, -0.1638, -0.1302, 0.0317, 0.0, 0.1144, 0.1232, 0.0975, 0.0907, 0.101, 0.0383, 0.0307, 0.0137, 0.0958, 0.1007, 0.1446, 0.1446, 0.2336, 0.2132, 0.2684, 0.2635, 0.2489, 0.2768, 0.3282, 0.2809, 0.1418, 0.2004, 0.1642, 0.1076, 0.1958, 0.2524, 0.3398, 0.242, 0.2547, 0.3156, 0.3156, 0.3505, 0.2727, 0.2727, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2052380431467659605", "ticker_idx": 1, "ts": "2026-05-07T13:30:00+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$AMD $INTC $ARM $MU $DRAM $SNDK $TSM", "tweet_type": "analysis", "timeline": "quarters", "summary": "Bullish CPU/AI memory complex: AMD TAM doubles to $120B by 2030, CPU:GPU ratio normalizes 1:1, memory demand 16x on agentic AI re-rate.", "resolved_tickers": ["INTC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "Lisa Su raised the server CPU TAM forecast from roughly $60B to over $120B by 2030, now\n\nCPU-to-GPU ratio: 1:8 → 1:1 \nNew AI Memory Demand? 16x\n\nAgentic AI = Re-Fucking-Rate\n\n$AMD $INTC $ARM $MU $DRAM $SNDK $TSM https://t.co/23Q80JtAKN", "reply_text": null, "parent_text": null, "quoted_text": "$AMD $INTC AI Inference & Agentic AI Tailwind. Is Market finally pricing in the CPU necessity?\n\n-AMD CEO Lisa Su disclosed at the March 2026 Morgan Stanley TMT Conference that server CPU demand has \"far exceeded\" prior forecasts.\n\n-Meta and AMD announced a five year, $60 billion https://t.co/F21QcDSkXM", "parent_author": null, "ret_m1d": 0.030925007340908195, "ret_signed_m1d": 0.030925007340908195, "alpha_spy_m1d": 0.027849495147973302, "alpha_c_m1d": 0.013039366503380556, "bench_spy_m1d": 0.0030755121929348928, "bench_c_m1d": 0.01788564083752764, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.13957302535134564, "ret_signed_p1d": 0.13957302535134564, "alpha_spy_p1d": 0.13131692834017739, "alpha_c_p1d": 0.09061912119180127, "bench_spy_p1d": 0.00825609701116825, "bench_c_p1d": 0.04895390415954437, "ret_p1w": 0.057562464883175624, "ret_signed_p1w": 0.057562464883175624, "alpha_spy_p1w": 0.034885528832399704, "alpha_c_p1w": -0.013239336631526877, "bench_spy_p1w": 0.02267693605077592, "bench_c_p1w": 0.0708018015147025, "ret_p1m": -0.09532935883786553, "ret_signed_p1m": -0.09532935883786553, "alpha_spy_p1m": -0.10348976692769474, "alpha_c_p1m": -0.1501155617503308, "bench_spy_p1m": 0.008160408089829208, "bench_c_p1m": 0.054786202912465276, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.5417, -0.5701, -0.5595, -0.576, -0.5732, -0.5732, -0.5787, -0.5853, -0.593, -0.5976, -0.602, -0.5793, -0.5723, -0.5853, -0.5839, -0.5849, -0.6068, -0.5842, -0.5808, -0.6039, -0.5842, -0.5733, -0.5623, -0.5872, -0.5825, -0.5826, -0.5981, -0.5892, -0.5787, -0.5998, -0.5985, -0.5981, -0.5696, -0.5977, -0.6065, -0.6242, -0.5974, -0.5619, -0.5404, -0.5404, -0.5368, -0.5173, -0.4622, -0.437, -0.4309, -0.4054, -0.4179, -0.4076, -0.3751, -0.3751, -0.4007, -0.3955, -0.4046, -0.3908, -0.247, -0.2247, -0.229, -0.1357, -0.1381, -0.0912, -0.1263, -0.0134, 0.0309, 0.0, 0.1396, 0.1808, 0.1003, 0.0973, 0.0576, -0.0078, -0.0132, 0.0108, 0.0852, 0.081, 0.0932, 0.0932, 0.1268, 0.1108, 0.1028, 0.0462, -0.0026, -0.0154, 0.0282, 0.0197, -0.0953, 0.0059, -0.0155, -0.0235, 0.067, 0.1364, 0.1664, 0.0678, 0.1047, 0.2223, 0.2223, 0.2857, 0.2067, 0.2067, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2052380431467659605", "ticker_idx": 2, "ts": "2026-05-07T13:30:00+00:00", "symbol": "ARM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$AMD $INTC $ARM $MU $DRAM $SNDK $TSM", "tweet_type": "analysis", "timeline": "quarters", "summary": "Bullish CPU/AI memory complex: AMD TAM doubles to $120B by 2030, CPU:GPU ratio normalizes 1:1, memory demand 16x on agentic AI re-rate.", "resolved_tickers": ["ARM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "Lisa Su raised the server CPU TAM forecast from roughly $60B to over $120B by 2030, now\n\nCPU-to-GPU ratio: 1:8 → 1:1 \nNew AI Memory Demand? 16x\n\nAgentic AI = Re-Fucking-Rate\n\n$AMD $INTC $ARM $MU $DRAM $SNDK $TSM https://t.co/23Q80JtAKN", "reply_text": null, "parent_text": null, "quoted_text": "$AMD $INTC AI Inference & Agentic AI Tailwind. Is Market finally pricing in the CPU necessity?\n\n-AMD CEO Lisa Su disclosed at the March 2026 Morgan Stanley TMT Conference that server CPU demand has \"far exceeded\" prior forecasts.\n\n-Meta and AMD announced a five year, $60 billion https://t.co/F21QcDSkXM", "parent_author": null, "ret_m1d": 0.1124654529451874, "ret_signed_m1d": 0.1124654529451874, "alpha_spy_m1d": 0.1093899407522525, "alpha_c_m1d": 0.09457981210765976, "bench_spy_m1d": 0.0030755121929348928, "bench_c_m1d": 0.01788564083752764, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.00018748903750664958, "ret_signed_p1d": -0.00018748903750664958, "alpha_spy_p1d": -0.0084435860486749, "alpha_c_p1d": -0.04914139319705102, "bench_spy_p1d": 0.00825609701116825, "bench_c_p1d": 0.04895390415954437, "ret_p1w": 0.07121092595406231, "ret_signed_p1w": 0.07121092595406231, "alpha_spy_p1w": 0.04853398990328639, "alpha_c_p1w": 0.00040912443935980924, "bench_spy_p1w": 0.02267693605077592, "bench_c_p1w": 0.0708018015147025, "ret_p1m": 0.6076601968999713, "ret_signed_p1m": 0.6076601968999713, "alpha_spy_p1m": 0.5994997888101421, "alpha_c_p1m": 0.552873993987506, "bench_spy_p1m": 0.008160408089829208, "bench_c_p1m": 0.054786202912465276, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.4158, -0.4095, -0.4127, -0.4272, -0.4127, -0.4127, -0.4051, -0.4035, -0.405, -0.4113, -0.4197, -0.3993, -0.3824, -0.394, -0.4025, -0.417, -0.4294, -0.4182, -0.4345, -0.4638, -0.4485, -0.4349, -0.437, -0.4603, -0.4574, -0.4295, -0.4032, -0.3982, -0.3914, -0.3795, -0.3583, -0.3673, -0.2637, -0.2743, -0.3243, -0.3579, -0.2908, -0.273, -0.301, -0.301, -0.3026, -0.3256, -0.3019, -0.2978, -0.3018, -0.2613, -0.2442, -0.253, -0.239, -0.2184, -0.1791, -0.1773, -0.0785, -0.0408, 0.1008, 0.012, -0.0687, -0.0545, -0.014, -0.01, -0.0471, -0.021, 0.1125, 0.0, -0.0002, -0.0031, -0.0253, 0.037, 0.0712, -0.0195, 0.0085, 0.0461, 0.2036, 0.3981, 0.4369, 0.4369, 0.5059, 0.4191, 0.5718, 0.6562, 0.9167, 0.8879, 0.9307, 0.8445, 0.6077, 0.6239, 0.5229, 0.4412, 0.6044, 0.7852, 0.934, 0.858, 0.9637, 1.0602, 1.0602, 0.9114, 0.7176, 0.7176, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2052380431467659605", "ticker_idx": 3, "ts": "2026-05-07T13:30:00+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "New AI Memory Demand? 16x $AMD $INTC $ARM $MU $DRAM $SNDK $TSM", "tweet_type": "analysis", "timeline": "quarters", "summary": "Bullish CPU/AI memory complex: AMD TAM doubles to $120B by 2030, CPU:GPU ratio normalizes 1:1, memory demand 16x on agentic AI re-rate.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "Lisa Su raised the server CPU TAM forecast from roughly $60B to over $120B by 2030, now\n\nCPU-to-GPU ratio: 1:8 → 1:1 \nNew AI Memory Demand? 16x\n\nAgentic AI = Re-Fucking-Rate\n\n$AMD $INTC $ARM $MU $DRAM $SNDK $TSM https://t.co/23Q80JtAKN", "reply_text": null, "parent_text": null, "quoted_text": "$AMD $INTC AI Inference & Agentic AI Tailwind. Is Market finally pricing in the CPU necessity?\n\n-AMD CEO Lisa Su disclosed at the March 2026 Morgan Stanley TMT Conference that server CPU demand has \"far exceeded\" prior forecasts.\n\n-Meta and AMD announced a five year, $60 billion https://t.co/F21QcDSkXM", "parent_author": null, "ret_m1d": 0.030867763360708178, "ret_signed_m1d": 0.030867763360708178, "alpha_spy_m1d": 0.027792251167773285, "alpha_c_m1d": 0.01298212252318054, "bench_spy_m1d": 0.0030755121929348928, "bench_c_m1d": 0.01788564083752764, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.15492629775807676, "ret_signed_p1d": 0.15492629775807676, "alpha_spy_p1d": 0.1466702007469085, "alpha_c_p1d": 0.10597239359853239, "bench_spy_p1d": 0.00825609701116825, "bench_c_p1d": 0.04895390415954437, "ret_p1w": 0.2000835159300407, "ret_signed_p1w": 0.2000835159300407, "alpha_spy_p1w": 0.17740657987926478, "alpha_c_p1w": 0.1292817144153382, "bench_spy_p1w": 0.02267693605077592, "bench_c_p1w": 0.0708018015147025, "ret_p1m": 0.3361737055833156, "ret_signed_p1m": 0.3361737055833156, "alpha_spy_p1m": 0.3280132974934864, "alpha_c_p1m": 0.28138750267085033, "bench_spy_p1m": 0.008160408089829208, "bench_c_p1m": 0.054786202912465276, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.4072, -0.423, -0.3657, -0.3601, -0.3636, -0.3636, -0.382, -0.3493, -0.3548, -0.3381, -0.3493, -0.3538, -0.3368, -0.3576, -0.3625, -0.3621, -0.4131, -0.3805, -0.3862, -0.4276, -0.3982, -0.3769, -0.3528, -0.3734, -0.3413, -0.3171, -0.2863, -0.2862, -0.3132, -0.3463, -0.3749, -0.3886, -0.4094, -0.4505, -0.4478, -0.5023, -0.4775, -0.4311, -0.4336, -0.4336, -0.4158, -0.4161, -0.371, -0.3481, -0.3496, -0.3403, -0.2799, -0.2944, -0.2929, -0.2962, -0.3065, -0.305, -0.2461, -0.255, -0.2318, -0.1888, -0.2201, -0.1982, -0.2002, -0.1615, -0.1085, -0.0099, 0.0309, 0.0, 0.1549, 0.23, 0.1855, 0.2428, 0.2001, 0.1207, 0.054, 0.0806, 0.132, 0.1786, 0.1614, 0.1614, 0.3855, 0.4358, 0.4282, 0.5016, 0.6014, 0.6456, 0.6695, 0.5403, 0.3362, 0.468, 0.4473, 0.3793, 0.5401, 0.518, 0.6826, 0.5786, 0.6133, 0.7537, 0.7537, 0.8734, 0.6265, 0.6265, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2052380431467659605", "ticker_idx": 4, "ts": "2026-05-07T13:30:00+00:00", "symbol": "TSM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$AMD $INTC $ARM $MU $DRAM $SNDK $TSM", "tweet_type": "analysis", "timeline": "quarters", "summary": "Bullish CPU/AI memory complex: AMD TAM doubles to $120B by 2030, CPU:GPU ratio normalizes 1:1, memory demand 16x on agentic AI re-rate.", "resolved_tickers": ["TSM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "Lisa Su raised the server CPU TAM forecast from roughly $60B to over $120B by 2030, now\n\nCPU-to-GPU ratio: 1:8 → 1:1 \nNew AI Memory Demand? 16x\n\nAgentic AI = Re-Fucking-Rate\n\n$AMD $INTC $ARM $MU $DRAM $SNDK $TSM https://t.co/23Q80JtAKN", "reply_text": null, "parent_text": null, "quoted_text": "$AMD $INTC AI Inference & Agentic AI Tailwind. Is Market finally pricing in the CPU necessity?\n\n-AMD CEO Lisa Su disclosed at the March 2026 Morgan Stanley TMT Conference that server CPU demand has \"far exceeded\" prior forecasts.\n\n-Meta and AMD announced a five year, $60 billion https://t.co/F21QcDSkXM", "parent_author": null, "ret_m1d": 0.012918083544326331, "ret_signed_m1d": 0.012918083544326331, "alpha_spy_m1d": 0.009842571351391438, "alpha_c_m1d": -0.004967557293201308, "bench_spy_m1d": 0.0030755121929348928, "bench_c_m1d": 0.01788564083752764, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.005964033219195253, "ret_signed_p1d": -0.005964033219195253, "alpha_spy_p1d": -0.014220130230363504, "alpha_c_p1d": -0.05491793737873962, "bench_spy_p1d": 0.00825609701116825, "bench_c_p1d": 0.04895390415954437, "ret_p1w": 0.008620106417237094, "ret_signed_p1w": 0.008620106417237094, "alpha_spy_p1w": -0.014056829633538825, "alpha_c_p1w": -0.062181695097465406, "bench_spy_p1w": 0.02267693605077592, "bench_c_p1w": 0.0708018015147025, "ret_p1m": 0.002462929753396903, "ret_signed_p1m": 0.002462929753396903, "alpha_spy_p1m": -0.0056974783364323045, "alpha_c_p1m": -0.05232327315906837, "bench_spy_p1m": 0.008160408089829208, "bench_c_p1m": 0.054786202912465276, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.1442, -0.1286, -0.0993, -0.1137, -0.1179, -0.1179, -0.1231, -0.1278, -0.1323, -0.1078, -0.109, -0.0712, -0.0664, -0.0927, -0.0981, -0.1113, -0.1497, -0.1394, -0.148, -0.184, -0.1604, -0.1643, -0.1463, -0.1893, -0.1854, -0.1808, -0.1646, -0.1801, -0.182, -0.205, -0.1828, -0.1712, -0.1603, -0.2126, -0.2111, -0.2358, -0.184, -0.1754, -0.1814, -0.1814, -0.1748, -0.1662, -0.1165, -0.1175, -0.1052, -0.1076, -0.0827, -0.0943, -0.1227, -0.1054, -0.1157, -0.1112, -0.0645, -0.076, -0.0282, -0.0221, -0.0527, -0.0491, -0.0437, -0.0398, -0.0303, -0.0477, 0.0129, 0.0, -0.006, -0.0232, -0.0407, -0.0346, 0.0086, -0.0237, -0.0439, -0.052, -0.0303, -0.0169, -0.0233, -0.0233, -0.0044, 0.0207, 0.0259, 0.0104, 0.0519, 0.0786, 0.0544, 0.0743, 0.0025, 0.0305, 0.0332, -0.013, 0.0191, 0.026, 0.0683, 0.0306, 0.0459, 0.1184, 0.1184, 0.1319, 0.0562, 0.0562, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2040307051923202370", "ticker_idx": 0, "ts": "2026-04-04T05:54:42+00:00", "symbol": "TSEM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Silicon Photonics needs a foundry. Tower is building it.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish TSEM as the foundry beneficiary of Silicon Photonics demand; flagging a blue candle setup.", "resolved_tickers": ["TSEM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$TSEM BLUE candle. March 19th\n\n+21%\n\nSilicon Photonics needs a foundry. Tower is building it.\n\nGet 280+ charts daily. Try it free:\nhttps://t.co/ZQDP5HCFyq https://t.co/VaqdJmi25i", "reply_text": null, "parent_text": null, "quoted_text": "$TSEM Silicon Photonics + Power Management\n\nIt's going BLUE, again.\n\nGet 270+ charts daily. Try it free:\nhttps://t.co/ZQDP5HCFyq https://t.co/fv5hdiHeds", "parent_author": null, "ret_m1d": 0.040012621655526104, "ret_signed_m1d": 0.040012621655526104, "alpha_spy_m1d": 0.04471722879018447, "alpha_c_m1d": 0.04925552170240688, "bench_spy_m1d": -0.004704607134658367, "bench_c_m1d": -0.009242900046880775, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0035227833237538864, "ret_signed_p1d": 0.0035227833237538864, "alpha_spy_p1d": 0.0030827827591266566, "alpha_c_p1d": -0.006376663116464565, "bench_spy_p1d": 0.0004400005646272298, "bench_c_p1d": 0.009899446440218451, "ret_p1w": 0.10137230417901, "ret_signed_p1w": 0.10137230417901, "alpha_spy_p1w": 0.06013882788109193, "alpha_c_p1w": -0.01822965561081813, "bench_spy_p1w": 0.04123347629791807, "bench_c_p1w": 0.11960195978982813, "ret_p1m": 0.18581416417394592, "ret_signed_p1m": 0.18581416417394592, "alpha_spy_p1m": 0.08741218901902625, "alpha_c_p1m": -0.1341767140005916, "bench_spy_p1m": 0.09840197515491966, "bench_c_p1m": 0.31999087817453753, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.18581416417394592, "alpha_spy_stated": 0.08741218901902625, "alpha_c_stated": -0.1341767140005916, "price_path": [-0.3574, -0.3831, -0.3689, -0.3622, -0.3439, -0.3522, -0.348, -0.3174, -0.3174, -0.3217, -0.2985, -0.3166, -0.3237, -0.332, -0.3027, -0.2695, -0.2917, -0.2916, -0.2802, -0.2828, -0.3623, -0.3213, -0.2689, -0.2243, -0.2819, -0.2931, -0.2976, -0.3231, -0.3231, -0.3281, -0.3251, -0.3382, -0.3245, -0.33, -0.3375, -0.3377, -0.3489, -0.3434, -0.2713, -0.34, -0.3506, -0.3662, -0.4185, -0.3929, -0.3855, -0.372, -0.3767, -0.3443, -0.2719, -0.2751, -0.2536, -0.1268, -0.1396, -0.095, -0.0493, -0.0076, -0.0816, -0.0961, -0.1662, -0.0773, -0.0164, 0.04, 0.04, 0.0, 0.0035, 0.0709, 0.0717, 0.0705, 0.1014, 0.1258, 0.1338, 0.1291, 0.1907, 0.1803, 0.1395, 0.0837, 0.0583, 0.0544, 0.0691, 0.0177, 0.0473, 0.1623, 0.1463, 0.1308, 0.1858, 0.1403, 0.1042, 0.1095, 0.2034, 0.1611, 0.4237, 0.4758, 0.4406, 0.3043, 0.3212, 0.3906, 0.467, 0.4902, 0.4902, 0.5171, 0.4606, 0.4486, 0.342, 0.3278, 0.4444, 0.4086, 0.3739, 0.2381, 0.2726, 0.1992, 0.2279, 0.3583, 0.3824, 0.5083, 0.4119, 0.4045, 0.5077, 0.5077, 0.666, 0.4861, 0.4861, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "thread:2054266085889982497", "ticker_idx": 0, "ts": "2026-05-12T18:22:55+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "A 16x re-rate gets $MU at $1600", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long MU and SNDK on extreme valuation discount vs peers; 16x re-rate implies $1600 MU and $2500 SNDK, still cheapest in group.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "self_thread", "lang": "en", "tweet_text": "Same sector. Completely different multiples.\n\n$MU 8x Forward P/E\n$SNDK 10x Forward P/E\n$WDC 28x Forward P/E\n$STX 30x Forward P/E\n\nA 16x re-rate gets\n$MU at $1600 \n$SNDK at $2500\n\nAnd they would still be the two cheapest names in the group by a mile. https://t.co/lzvJ30dS5J\n\n---\n\nMr. Market is irrational. Time to be reasonable, Mr. Market.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.03750423877358977, "ret_signed_m1d": 0.03750423877358977, "alpha_spy_m1d": 0.035986987595363784, "alpha_c_m1d": 0.01067128098544945, "bench_spy_m1d": 0.0015172511782259868, "bench_c_m1d": 0.02683295778814032, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.04833153352160302, "ret_signed_p1d": 0.04833153352160302, "alpha_spy_p1d": 0.0427366957069919, "alpha_c_p1d": 0.028358220430010572, "bench_spy_p1d": 0.00559483781461112, "bench_c_p1d": 0.01997331309159245, "ret_p1w": -0.08849699358588659, "ret_signed_p1w": -0.08849699358588659, "alpha_spy_p1w": -0.08246869096162979, "alpha_c_p1w": -0.057690796655207266, "bench_spy_p1w": -0.006028302624256798, "bench_c_p1w": -0.03080619693067932, "ret_p1m": 0.16345324036575226, "ret_signed_p1m": 0.16345324036575226, "alpha_spy_p1m": 0.18072543280655373, "alpha_c_p1m": 0.14624170692338034, "bench_spy_p1m": -0.01727219244080147, "bench_c_p1m": 0.017211533442371918, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.16345324036575226, "alpha_spy_stated": 0.18072543280655373, "alpha_c_stated": 0.14624170692338034, "price_path": [-0.4602, -0.4632, -0.4632, -0.4787, -0.4511, -0.4558, -0.4417, -0.4511, -0.4549, -0.4406, -0.4581, -0.4623, -0.4619, -0.5049, -0.4774, -0.4823, -0.5171, -0.4923, -0.4744, -0.4541, -0.4714, -0.4443, -0.4239, -0.398, -0.3979, -0.4207, -0.4486, -0.4727, -0.4842, -0.5018, -0.5365, -0.5342, -0.5802, -0.5593, -0.5201, -0.5222, -0.5222, -0.5072, -0.5074, -0.4694, -0.4501, -0.4513, -0.4436, -0.3925, -0.4049, -0.4035, -0.4064, -0.415, -0.4138, -0.3641, -0.3716, -0.352, -0.3157, -0.3422, -0.3237, -0.3254, -0.2927, -0.248, -0.1649, -0.1304, -0.1565, -0.0258, 0.0375, 0.0, 0.0483, 0.0123, -0.0547, -0.1109, -0.0885, -0.0451, -0.0058, -0.0203, -0.0203, 0.1687, 0.2111, 0.2047, 0.2667, 0.3508, 0.3881, 0.4083, 0.2993, 0.1271, 0.2383, 0.2209, 0.1635, 0.2991, 0.2805, 0.4193, 0.3316, 0.3608, 0.4793, 0.4793, 0.5802, 0.372, 0.372, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "thread:2054266085889982497", "ticker_idx": 1, "ts": "2026-05-12T18:22:55+00:00", "symbol": "SNDK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "A 16x re-rate gets $SNDK at $2500", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long MU and SNDK on extreme valuation discount vs peers; 16x re-rate implies $1600 MU and $2500 SNDK, still cheapest in group.", "resolved_tickers": ["SNDK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "self_thread", "lang": "en", "tweet_text": "Same sector. Completely different multiples.\n\n$MU 8x Forward P/E\n$SNDK 10x Forward P/E\n$WDC 28x Forward P/E\n$STX 30x Forward P/E\n\nA 16x re-rate gets\n$MU at $1600 \n$SNDK at $2500\n\nAnd they would still be the two cheapest names in the group by a mile. https://t.co/lzvJ30dS5J\n\n---\n\nMr. Market is irrational. Time to be reasonable, Mr. Market.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.06579801778032146, "ret_signed_m1d": 0.06579801778032146, "alpha_spy_m1d": 0.06428076660209547, "alpha_c_m1d": 0.050501241023169774, "bench_spy_m1d": 0.0015172511782259868, "bench_c_m1d": 0.015296776757151687, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.003298879490687967, "ret_signed_p1d": -0.003298879490687967, "alpha_spy_p1d": -0.008893717305299087, "alpha_c_p1d": -0.012716720931474801, "bench_spy_p1d": 0.00559483781461112, "bench_c_p1d": 0.009417841440786834, "ret_p1w": -0.04733404467173796, "ret_signed_p1w": -0.04733404467173796, "alpha_spy_p1w": -0.041305742047481164, "alpha_c_p1w": -0.03614679376743557, "bench_spy_p1w": -0.006028302624256798, "bench_c_p1w": -0.011187250904302393, "ret_p1m": 0.1316854853001459, "ret_signed_p1m": 0.1316854853001459, "alpha_spy_p1m": 0.14895767774094737, "alpha_c_p1m": 0.12352337349094222, "bench_spy_p1m": -0.01727219244080147, "bench_c_p1m": 0.008162111809203676, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.1316854853001459, "alpha_spy_stated": 0.14895767774094737, "alpha_c_stated": 0.12352337349094222, "price_path": [-0.5659, -0.5685, -0.5685, -0.5933, -0.5865, -0.5723, -0.5524, -0.541, -0.5603, -0.5645, -0.551, -0.5624, -0.5736, -0.6106, -0.5874, -0.6105, -0.6368, -0.5945, -0.5738, -0.5486, -0.5738, -0.5443, -0.5154, -0.504, -0.4809, -0.4683, -0.5112, -0.5162, -0.5162, -0.5332, -0.5846, -0.5759, -0.6057, -0.5624, -0.5229, -0.5168, -0.5168, -0.501, -0.5105, -0.4622, -0.4135, -0.4134, -0.344, -0.3496, -0.3859, -0.3668, -0.3657, -0.3712, -0.3778, -0.3257, -0.3578, -0.3183, -0.263, -0.3097, -0.2671, -0.2448, -0.1825, -0.1351, -0.0315, -0.029, -0.0772, 0.076, 0.0658, 0.0, -0.0033, -0.0477, -0.0306, -0.082, -0.0473, -0.0409, 0.0621, 0.0184, 0.0184, 0.0947, 0.095, 0.1306, 0.1673, 0.2131, 0.182, 0.2613, 0.2119, 0.0739, 0.1308, 0.134, 0.1317, 0.2958, 0.3637, 0.4517, 0.3716, 0.349, 0.5046, 0.5046, 0.5659, 0.3523, 0.3523, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2034507140623433890", "ticker_idx": 0, "ts": "2026-03-19T05:47:56+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Maybe the adults come in tomorrow. Whales incoming...", "tweet_type": "prediction", "timeline": "days", "summary": "Endorses MU will rip higher tomorrow as institutions step in after AH clown behavior following a massive earnings beat.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@darealcraigster Speechless numbers. AH price action was a clown behavior. Maybe the adults come in tomorrow. Whales incoming...", "reply_text": null, "parent_text": "@TradexWhisperer $NVDA style earnings beat, better actually, and this? A ginormous beat. Dip in the AM and then rip tomorrow morning. Watch👀 Market makers trying to take your money $MU.", "quoted_text": null, "parent_author": "darealcraigster", "ret_m1d": 0.039300492601358705, "ret_signed_m1d": 0.039300492601358705, "alpha_spy_m1d": 0.03683002338053165, "alpha_c_m1d": 0.04246569050852611, "bench_spy_m1d": 0.002470469220827054, "bench_c_m1d": -0.0031651979071674052, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04810137299176742, "ret_signed_p1d": -0.04810137299176742, "alpha_spy_p1d": -0.033765676724914706, "alpha_c_p1d": -0.022323942506537797, "bench_spy_p1d": -0.014335696266852715, "bench_c_p1d": -0.025777430485229624, "ret_p1w": -0.1999009602022468, "ret_signed_p1w": -0.1999009602022468, "alpha_spy_p1w": -0.18027651616244322, "alpha_c_p1w": -0.1642481277017227, "bench_spy_p1w": -0.019624444039803568, "bench_c_p1w": -0.03565283250052409, "ret_p1m": 0.024739883090157067, "ret_signed_p1m": 0.024739883090157067, "alpha_spy_p1m": -0.05449545344513007, "alpha_c_p1m": -0.15058673465555272, "bench_spy_p1m": 0.07923533653528714, "bench_c_p1m": 0.1753266177457098, "ret_p3m": 1.2985770897555384, "ret_signed_p3m": 1.2985770897555384, "alpha_spy_p3m": 1.1582629937501192, "alpha_c_p3m": 0.7387675611034268, "bench_spy_p3m": 0.14031409600541922, "bench_c_p3m": 0.5598095286521116, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": -0.1999009602022468, "alpha_spy_stated": -0.18027651616244322, "alpha_c_stated": -0.1642481277017227, "price_path": [-0.3777, -0.3784, -0.355, -0.355, -0.3592, -0.3374, -0.3413, -0.3576, -0.3576, -0.29, -0.2974, -0.227, -0.2357, -0.2639, -0.2232, -0.2215, -0.2389, -0.2497, -0.2423, -0.1835, -0.1835, -0.1784, -0.1242, -0.1051, -0.1004, -0.1242, -0.0766, -0.0202, -0.0191, -0.0662, -0.0146, -0.0559, -0.146, -0.1382, -0.1116, -0.1368, -0.1599, -0.0764, -0.0682, -0.0734, -0.0734, -0.1001, -0.0525, -0.0606, -0.0362, -0.0524, -0.0591, -0.0344, -0.0646, -0.0718, -0.0711, -0.1454, -0.0979, -0.1063, -0.1665, -0.1237, -0.0926, -0.0576, -0.0876, -0.0408, -0.0056, 0.0392, 0.0393, 0.0, -0.0481, -0.0899, -0.1097, -0.14, -0.1999, -0.1959, -0.2754, -0.2392, -0.1717, -0.1753, -0.1753, -0.1493, -0.1498, -0.0841, -0.0508, -0.0529, -0.0395, 0.0486, 0.0274, 0.0296, 0.0247, 0.0098, 0.0119, 0.0977, 0.0848, 0.1185, 0.1812, 0.1356, 0.1675, 0.1646, 0.221, 0.2981, 0.4416, 0.501, 0.4561, 0.6817, 0.7909, 0.7262, 0.8096, 0.7474, 0.6318, 0.5347, 0.5734, 0.6483, 0.7161, 0.6911, 0.6911, 1.0174, 1.0906, 1.0796, 1.1865, 1.3318, 1.3962, 1.431, 1.2428, 0.9456, 1.1376, 1.1075, 1.0084, 1.2425, 1.2104, 1.45, 1.2986, 1.3491, 1.5536, 1.5536, 1.7278, 1.3684, 1.3684, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2045565770730741851", "ticker_idx": 0, "ts": "2026-04-18T18:10:59+00:00", "symbol": "TSM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I've been prioritizing $TSM over $AMKR $ASE $INTC", "tweet_type": "analysis", "timeline": "months", "summary": "Long TSM, LITE, GLW as obvious winners in AI packaging/optics; spreading gains to smaller OSATs; de-prioritizes AMKR, ASE, INTC.", "resolved_tickers": ["TSM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "Good question. I shared the the outlook for Advanced Packaging a little here but more on Patreon. \n\nI've been prioritizing $TSM over $AMKR $ASE $INTC but I am slowly spreading muy gains to smaller players (OSATs) because the outlook look like the demand is going to spill over to them at rate faster than they can scale production. TSMC can't handle everything right now.\n\nThis is normal. The supply chain themselves are figuring out how important they will be in the next 5 years. The reason being, we never needed this much optics ever before AI (or even before Rubin Ultra). Servers need to talk with other servers intensively during training and the optics is the only way to overcome this bottleneck. I think the obvious winners will emerge soon but I personally believe $LITE and $GLW are the obvious players. You need lasers no matter what and you need Pure Glass Fiber optics no matter what. I didn't chase $AAOI. Try to keep it simple so that you conviction isn't convoluted, it's easy to believe. The valuation that will be will a different topic... anything that grows at this rate will be expensive.", "reply_text": null, "parent_text": "@TradexWhisperer 1. Are you prioritizing $TSM over other companies involved in packaging like $AMKR?\n\n2. Seems like there are so many players in the photonics/optics stack. Can there be a clear enough winner to prioritize capital over, for example, memory stocks which seem to have a few clear", "quoted_text": null, "parent_author": "danreese347", "ret_m1d": 0.011631755780736164, "ret_signed_m1d": 0.011631755780736164, "alpha_spy_m1d": 0.00962801371234101, "alpha_c_m1d": 0.01120065781816404, "bench_spy_m1d": 0.0020037420683951535, "bench_c_m1d": 0.0004310979625721245, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.00502400710670825, "ret_signed_p1d": 0.00502400710670825, "alpha_spy_p1d": 0.011570899955247738, "alpha_c_p1d": 0.0035152300140199877, "bench_spy_p1d": -0.006546892848539487, "bench_c_p1d": 0.0015087770926882627, "ret_p1w": 0.10577768334239135, "ret_signed_p1w": 0.10577768334239135, "alpha_spy_p1w": 0.09667670361811642, "alpha_c_p1w": 0.014605989468777558, "bench_spy_p1w": 0.009100979724274927, "bench_c_p1w": 0.09117169387361379, "ret_p1m": 0.0720019430526222, "ret_signed_p1m": 0.0720019430526222, "alpha_spy_p1m": 0.0367128738813427, "alpha_c_p1m": -0.10042678354227408, "bench_spy_p1m": 0.0352890691712795, "bench_c_p1m": 0.17242872659489628, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.0720019430526222, "alpha_spy_stated": 0.0367128738813427, "alpha_c_stated": -0.10042678354227408, "price_path": [-0.112, -0.1086, -0.0882, -0.0941, -0.0788, -0.068, -0.0755, -0.1, -0.0706, -0.0858, -0.1131, -0.0995, -0.0502, -0.0323, -0.0146, 0.0186, 0.0023, -0.0025, -0.0025, -0.0084, -0.0136, -0.0187, 0.0089, 0.0075, 0.0503, 0.0557, 0.026, 0.0199, 0.005, -0.0385, -0.0268, -0.0365, -0.0773, -0.0506, -0.055, -0.0346, -0.0832, -0.0789, -0.0736, -0.0553, -0.0728, -0.075, -0.101, -0.0759, -0.0628, -0.0505, -0.1096, -0.1079, -0.1358, -0.0772, -0.0676, -0.0743, -0.0743, -0.0668, -0.0571, -0.0009, -0.002, 0.0119, 0.0091, 0.0373, 0.0242, -0.0079, 0.0116, 0.0, 0.005, 0.0579, 0.0448, 0.0989, 0.1058, 0.0713, 0.0753, 0.0814, 0.0858, 0.0966, 0.0769, 0.1454, 0.1308, 0.1241, 0.1046, 0.0848, 0.0916, 0.1406, 0.1041, 0.0811, 0.072, 0.0966, 0.1117, 0.1045, 0.1045, 0.1258, 0.1542, 0.1601, 0.1426, 0.1895, 0.2197, 0.1924, 0.2148, 0.1336, 0.1654, 0.1684, 0.1161, 0.1524, 0.1602, 0.208, 0.1654, 0.1827, 0.2648, 0.2648, 0.2799, 0.1943, 0.1943, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2045565770730741851", "ticker_idx": 1, "ts": "2026-04-18T18:10:59+00:00", "symbol": "LITE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I personally believe $LITE and $GLW are the obvious players", "tweet_type": "analysis", "timeline": "months", "summary": "Long TSM, LITE, GLW as obvious winners in AI packaging/optics; spreading gains to smaller OSATs; de-prioritizes AMKR, ASE, INTC.", "resolved_tickers": ["LITE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "reply_other", "lang": "en", "tweet_text": "Good question. I shared the the outlook for Advanced Packaging a little here but more on Patreon. \n\nI've been prioritizing $TSM over $AMKR $ASE $INTC but I am slowly spreading muy gains to smaller players (OSATs) because the outlook look like the demand is going to spill over to them at rate faster than they can scale production. TSMC can't handle everything right now.\n\nThis is normal. The supply chain themselves are figuring out how important they will be in the next 5 years. The reason being, we never needed this much optics ever before AI (or even before Rubin Ultra). Servers need to talk with other servers intensively during training and the optics is the only way to overcome this bottleneck. I think the obvious winners will emerge soon but I personally believe $LITE and $GLW are the obvious players. You need lasers no matter what and you need Pure Glass Fiber optics no matter what. I didn't chase $AAOI. Try to keep it simple so that you conviction isn't convoluted, it's easy to believe. The valuation that will be will a different topic... anything that grows at this rate will be expensive.", "reply_text": null, "parent_text": "@TradexWhisperer 1. Are you prioritizing $TSM over other companies involved in packaging like $AMKR?\n\n2. Seems like there are so many players in the photonics/optics stack. Can there be a clear enough winner to prioritize capital over, for example, memory stocks which seem to have a few clear", "quoted_text": null, "parent_author": "danreese347", "ret_m1d": -0.0011618438452960511, "ret_signed_m1d": -0.0011618438452960511, "alpha_spy_m1d": -0.0031655859136912046, "alpha_c_m1d": -0.0031655859136912046, "bench_spy_m1d": 0.0020037420683951535, "bench_c_m1d": 0.0020037420683951535, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.06500877366321811, "ret_signed_p1d": -0.06500877366321811, "alpha_spy_p1d": -0.058461880814678624, "alpha_c_p1d": -0.058461880814678624, "bench_spy_p1d": -0.006546892848539487, "bench_c_p1d": -0.006546892848539487, "ret_p1w": -0.03958171985073522, "ret_signed_p1w": -0.03958171985073522, "alpha_spy_p1w": -0.04868269957501015, "alpha_c_p1w": -0.04868269957501015, "bench_spy_p1w": 0.009100979724274927, "bench_c_p1w": 0.009100979724274927, "ret_p1m": -0.0056082029898505414, "ret_signed_p1m": -0.0056082029898505414, "alpha_spy_p1m": -0.04089727216113004, "alpha_c_p1m": -0.04089727216113004, "bench_spy_p1m": 0.0352890691712795, "bench_c_p1m": 0.0352890691712795, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.0056082029898505414, "alpha_spy_stated": -0.04089727216113004, "alpha_c_stated": -0.04089727216113004, "price_path": [-0.5951, -0.604, -0.6211, -0.6286, -0.5859, -0.5699, -0.5739, -0.5622, -0.527, -0.5139, -0.4799, -0.4365, -0.3833, -0.3552, -0.3731, -0.3586, -0.3482, -0.3713, -0.3713, -0.3292, -0.3361, -0.2899, -0.254, -0.2462, -0.2311, -0.1918, -0.2437, -0.217, -0.125, -0.2242, -0.2394, -0.2729, -0.3761, -0.2842, -0.2493, -0.2493, -0.3117, -0.3046, -0.3019, -0.2743, -0.2171, -0.1374, -0.2109, -0.1856, -0.104, -0.1318, -0.2305, -0.2149, -0.2685, -0.2149, -0.1457, -0.0762, -0.0762, -0.1372, -0.0887, 0.001, -0.0011, 0.0024, -0.0267, -0.0473, -0.0794, -0.0043, -0.0012, 0.0, -0.065, -0.024, -0.0539, -0.015, -0.0396, -0.1159, -0.0411, 0.0081, 0.0612, 0.0906, 0.1111, 0.0549, -0.0028, 0.0097, 0.1765, 0.1087, 0.1511, 0.1192, 0.0844, -0.0113, -0.0056, -0.0302, 0.0775, 0.0579, 0.0579, 0.0175, 0.008, -0.0385, -0.0449, 0.011, 0.1497, 0.0479, 0.0558, -0.0351, 0.0003, -0.0819, -0.0468, -0.0062, 0.0295, 0.0694, -0.0221, -0.0281, -0.0504, -0.0504, -0.0013, -0.0751, -0.0751, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2045565770730741851", "ticker_idx": 2, "ts": "2026-04-18T18:10:59+00:00", "symbol": "GLW", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I personally believe $LITE and $GLW are the obvious players", "tweet_type": "analysis", "timeline": "months", "summary": "Long TSM, LITE, GLW as obvious winners in AI packaging/optics; spreading gains to smaller OSATs; de-prioritizes AMKR, ASE, INTC.", "resolved_tickers": ["GLW"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Electronic Components'", "bench_c_industry": "Electronic Components", "unit_kind": "reply_other", "lang": "en", "tweet_text": "Good question. I shared the the outlook for Advanced Packaging a little here but more on Patreon. \n\nI've been prioritizing $TSM over $AMKR $ASE $INTC but I am slowly spreading muy gains to smaller players (OSATs) because the outlook look like the demand is going to spill over to them at rate faster than they can scale production. TSMC can't handle everything right now.\n\nThis is normal. The supply chain themselves are figuring out how important they will be in the next 5 years. The reason being, we never needed this much optics ever before AI (or even before Rubin Ultra). Servers need to talk with other servers intensively during training and the optics is the only way to overcome this bottleneck. I think the obvious winners will emerge soon but I personally believe $LITE and $GLW are the obvious players. You need lasers no matter what and you need Pure Glass Fiber optics no matter what. I didn't chase $AAOI. Try to keep it simple so that you conviction isn't convoluted, it's easy to believe. The valuation that will be will a different topic... anything that grows at this rate will be expensive.", "reply_text": null, "parent_text": "@TradexWhisperer 1. Are you prioritizing $TSM over other companies involved in packaging like $AMKR?\n\n2. Seems like there are so many players in the photonics/optics stack. Can there be a clear enough winner to prioritize capital over, for example, memory stocks which seem to have a few clear", "quoted_text": null, "parent_author": "danreese347", "ret_m1d": -0.006046707013777297, "ret_signed_m1d": -0.006046707013777297, "alpha_spy_m1d": -0.00805044908217245, "alpha_c_m1d": -0.004688126856065344, "bench_spy_m1d": 0.0020037420683951535, "bench_c_m1d": -0.0013585801577119527, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0004232214396218126, "ret_signed_p1d": 0.0004232214396218126, "alpha_spy_p1d": 0.0069701142881613, "alpha_c_p1d": -0.00041792204107138353, "bench_spy_p1d": -0.006546892848539487, "bench_c_p1d": 0.0008411434806931961, "ret_p1w": 0.015902684203435324, "ret_signed_p1w": 0.015902684203435324, "alpha_spy_p1w": 0.0068017044791603976, "alpha_c_p1w": -0.02298196547167186, "bench_spy_p1w": 0.009100979724274927, "bench_c_p1w": 0.038884649675107186, "ret_p1m": 0.06318779259340301, "ret_signed_p1m": 0.06318779259340301, "alpha_spy_p1m": 0.027898723422123517, "alpha_c_p1m": -0.0576714784682959, "bench_spy_p1m": 0.0352890691712795, "bench_c_p1m": 0.12085927106169891, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.06318779259340301, "alpha_spy_stated": 0.027898723422123517, "alpha_c_stated": -0.0576714784682959, "price_path": [-0.4356, -0.431, -0.4369, -0.4269, -0.3377, -0.3706, -0.3784, -0.3768, -0.3339, -0.3193, -0.338, -0.3193, -0.2627, -0.207, -0.2269, -0.1979, -0.2063, -0.1945, -0.1945, -0.2123, -0.2033, -0.2155, -0.158, -0.1234, -0.0851, -0.0317, -0.0929, -0.0907, -0.0455, -0.1077, -0.1242, -0.1853, -0.2545, -0.2197, -0.1763, -0.2033, -0.2153, -0.2193, -0.2015, -0.2146, -0.2148, -0.1953, -0.2467, -0.2081, -0.1413, -0.1151, -0.1818, -0.1728, -0.2227, -0.1778, -0.1391, -0.1056, -0.1056, -0.1142, -0.1019, -0.0017, 0.0267, 0.0354, 0.0592, 0.045, 0.0175, 0.0042, -0.006, 0.0, 0.0004, 0.0204, 0.0249, 0.0636, 0.0159, -0.0746, -0.0815, -0.0069, -0.0431, -0.0328, -0.0198, 0.0979, 0.1029, 0.1304, 0.254, 0.1987, 0.2487, 0.2594, 0.1598, 0.0796, 0.0632, 0.0926, 0.1603, 0.1734, 0.1734, 0.1862, 0.1543, 0.1064, 0.0971, 0.0701, 0.2136, 0.2158, 0.1973, 0.0754, 0.1357, 0.0534, 0.0184, 0.0692, 0.0852, 0.1378, 0.0744, 0.0622, 0.1804, 0.1804, 0.2707, 0.1753, 0.1753, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2041356528108831058", "ticker_idx": 0, "ts": "2026-04-07T03:24:57+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "At some point ignoring the CEO becomes a choice.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish MU: analysts repeatedly ignoring CEO's supply-constrained DRAM signals is a mistake; implied upside being missed.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@Deenobrown123 Sanjay 2024: \"HBM is feasting DRAM wafers\"\nAnalysts: let's just model it like nothing changed\nSanjay 2025: \"DRAM is a strategic asset. We can only meet 1/3 to 1/2 of demand\"\nAnalysts: let's just model it like nothing changed\n\nAt some point ignoring the CEO becomes a choice.", "reply_text": null, "parent_text": "@TradexWhisperer I was listening Fast Money on CNBC while I was driving today.  Every person on the panel ( Dumb Dan Nathen and crew) said they would never buy micron at these levels right now.  That made me very happy.  I said to myself the only thing that can make this better is if Jim Cramer", "quoted_text": null, "parent_author": "Deenobrown123", "ret_m1d": 0.0004767816085635701, "ret_signed_m1d": 0.0004767816085635701, "alpha_spy_m1d": 0.0009165886578407223, "alpha_c_m1d": 0.010279189635533759, "bench_spy_m1d": -0.0004398070492771522, "bench_c_m1d": -0.009802408026970189, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.07720224972380363, "ret_signed_p1d": 0.07720224972380363, "alpha_spy_p1d": 0.05173261321161271, "alpha_c_p1d": 0.019637808907110754, "bench_spy_p1d": 0.02546963651219092, "bench_c_p1d": 0.057564440816692874, "ret_p1w": 0.23327512109274884, "ret_signed_p1w": 0.23327512109274884, "alpha_spy_p1w": 0.1798178645270645, "alpha_c_p1w": 0.10299253319903179, "bench_spy_p1w": 0.05345725656568434, "bench_c_p1w": 0.13028258789371705, "ret_p1m": 0.7654273281454473, "ret_signed_p1m": 0.7654273281454473, "alpha_spy_p1m": 0.6522480244366802, "alpha_c_p1m": 0.39068359682162934, "bench_spy_p1m": 0.11317930370876716, "bench_c_p1m": 0.374743731323818, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.7654273281454473, "alpha_spy_stated": 0.6522480244366802, "alpha_c_stated": 0.39068359682162934, "price_path": [-0.1343, -0.0864, -0.0844, -0.1049, -0.1175, -0.1088, -0.0397, -0.0397, -0.0337, 0.0301, 0.0525, 0.058, 0.0301, 0.086, 0.1523, 0.1537, 0.0983, 0.159, 0.1104, 0.0044, 0.0136, 0.0449, 0.0153, -0.0119, 0.0863, 0.0959, 0.0898, 0.0898, 0.0584, 0.1144, 0.1049, 0.1335, 0.1144, 0.1066, 0.1357, 0.1001, 0.0917, 0.0925, 0.0051, 0.061, 0.0511, -0.0197, 0.0307, 0.0672, 0.1084, 0.0731, 0.1281, 0.1696, 0.2222, 0.2224, 0.1761, 0.1196, 0.0704, 0.0471, 0.0115, -0.059, -0.0543, -0.1477, -0.1052, -0.0258, -0.03, -0.03, 0.0005, 0.0, 0.0772, 0.1163, 0.1139, 0.1297, 0.2333, 0.2083, 0.2109, 0.2052, 0.1876, 0.1902, 0.2911, 0.2758, 0.3155, 0.3893, 0.3356, 0.3731, 0.3697, 0.436, 0.5267, 0.6955, 0.7654, 0.7126, 0.9779, 1.1064, 1.0302, 1.1284, 1.0552, 0.9192, 0.805, 0.8506, 0.9386, 1.0184, 0.989, 0.989, 1.3727, 1.4588, 1.4459, 1.5716, 1.7425, 1.8182, 1.8592, 1.6379, 1.2883, 1.5141, 1.4787, 1.3621, 1.6375, 1.5997, 1.8815, 1.7034, 1.7628, 2.0033, 2.0033, 2.2083, 1.7856, 1.7856, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2038466625423507808", "ticker_idx": 0, "ts": "2026-03-30T04:01:31+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "No amount of GPU & Memory will ever be enough", "tweet_type": "analysis", "timeline": "years", "summary": "Robots as personal AI agents will drive insatiable demand for GPU and memory, bullish NVDA and MU.", "resolved_tickers": ["NVDA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "$NVDA $MU $TSLA\n\nRobots are personal AI agents in physical form\n\nAbsorbing visual, audio, and environmental data daily. Retaining decades of context per owner. Reasoning over all of it in real time\n\nJarvis for every person on earth\n\nNo amount of GPU & Memory will ever be enough", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.014227736270322255, "ret_signed_m1d": 0.014227736270322255, "alpha_spy_m1d": 0.010873129822932315, "alpha_c_m1d": -0.018100626238067186, "bench_spy_m1d": 0.0033546064473899406, "bench_c_m1d": 0.03232836250838944, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05588180888236938, "ret_signed_p1d": 0.05588180888236938, "alpha_spy_p1d": 0.026813943097612203, "alpha_c_p1d": -0.0016858274165865161, "bench_spy_p1d": 0.029067865784757174, "bench_c_p1d": 0.05756763629895589, "ret_p1w": 0.0754979198999628, "ret_signed_p1w": 0.0754979198999628, "alpha_spy_p1w": 0.0328376283895524, "alpha_c_p1w": -0.016770340160344954, "bench_spy_p1w": 0.0426602915104104, "bench_c_p1w": 0.09226826006030775, "ret_p1m": 0.29060967556358785, "ret_signed_p1m": 0.29060967556358785, "alpha_spy_p1m": 0.164464466468339, "alpha_c_p1m": -0.06434024060630072, "bench_spy_p1m": 0.12614520909524884, "bench_c_p1m": 0.3549499161698886, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [0.1291, 0.1291, 0.1433, 0.1389, 0.1336, 0.1449, 0.1202, 0.1191, 0.1196, 0.1249, 0.1087, 0.1324, 0.1274, 0.1274, 0.078, 0.1098, 0.119, 0.1362, 0.1289, 0.1413, 0.1595, 0.1655, 0.1571, 0.1237, 0.0918, 0.0546, 0.0406, 0.1225, 0.1505, 0.1414, 0.1506, 0.1317, 0.1067, 0.1067, 0.1198, 0.138, 0.1376, 0.1492, 0.1597, 0.1675, 0.1839, 0.1193, 0.0727, 0.1047, 0.09, 0.1081, 0.1099, 0.0765, 0.1058, 0.1186, 0.1263, 0.1088, 0.0913, 0.1093, 0.1015, 0.0922, 0.0811, 0.0456, 0.0634, 0.0607, 0.0818, 0.0368, 0.0142, 0.0, 0.0559, 0.0641, 0.074, 0.074, 0.0755, 0.0783, 0.1024, 0.1135, 0.142, 0.1462, 0.1897, 0.204, 0.2009, 0.221, 0.2233, 0.2101, 0.226, 0.2087, 0.2609, 0.3114, 0.2906, 0.2669, 0.2083, 0.2015, 0.2017, 0.1897, 0.2583, 0.2805, 0.3029, 0.3286, 0.3367, 0.3673, 0.4273, 0.3642, 0.346, 0.3357, 0.353, 0.329, 0.3037, 0.3037, 0.3008, 0.2872, 0.2971, 0.2783, 0.3584, 0.349, 0.3002, 0.3254, 0.2432, 0.2647, 0.2619, 0.2148, 0.2418, 0.2437, 0.2877, 0.2572, 0.2405, 0.2771, 0.2771, 0.2647, 0.2125, 0.2125, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
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{"unit_id": "quote:2031909607627706785", "ticker_idx": 0, "ts": "2026-03-12T01:46:16+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "NAND flash manufacturers have increased their prices by as much as 50% overnight, highlighting the severe shortage the industry has been experiencing due to the insane demand by the AI infrastructure build-out.", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Bullish on NAND flash memory players MU, SNDK, and Korea ETF EWY as AI-driven demand causes 50% overnight price spikes and severe supply shortage.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU $SNDK $EWY NAND flash manufacturers have increased their prices by as much as 50% overnight, highlighting the severe shortage the industry has been experiencing due to the insane demand by the AI infrastructure build-out.\n\nWild 🔥 https://t.co/sznnU3v6oE", "reply_text": null, "parent_text": null, "quoted_text": "$MU $SNDK $EWY Boom after Boom.\n\nIndependent research firm Growth Research said the dominance of the memory market is rapidly shifting from DRAM to NAND flash, and in particular, demand for a \"context warehouse\" for AI inference is expected to drive up contract prices by up to https://t.co/Kagxid43RG", "parent_author": null, "ret_m1d": 0.03290986448600197, "ret_signed_m1d": 0.03290986448600197, "alpha_spy_m1d": 0.01749075962779778, "alpha_c_m1d": -0.00032640618155244105, "bench_spy_m1d": 0.015419104858204191, "bench_c_m1d": 0.03323627066755441, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.051264407414635116, "ret_signed_p1d": 0.051264407414635116, "alpha_spy_p1d": 0.056924543167244046, "alpha_c_p1d": 0.05332561963858684, "bench_spy_p1d": -0.00566013575260893, "bench_c_p1d": -0.002061212223951725, "ret_p1w": 0.09601578858849225, "ret_signed_p1w": 0.09601578858849225, "alpha_spy_p1w": 0.10541437210361515, "alpha_c_p1w": 0.07852162823113473, "bench_spy_p1w": -0.009398583515122905, "bench_c_p1w": 0.017494160357357513, "ret_p1m": 0.03803303639975231, "ret_signed_p1m": 0.03803303639975231, "alpha_spy_p1m": 0.015128744936984795, "alpha_c_p1m": -0.08756920869005724, "bench_spy_p1m": 0.022904291462767512, "bench_c_p1m": 0.12560224508980955, "ret_p3m": 1.309814218361156, "ret_signed_p3m": 1.309814218361156, "alpha_spy_p3m": 1.200210108196661, "alpha_c_p3m": 0.7871027497024325, "bench_spy_p3m": 0.10960411016449512, "bench_c_p3m": 0.5227114686587235, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.03803303639975231, "alpha_spy_stated": 0.015128744936984795, "alpha_c_stated": -0.08756920869005724, "price_path": [-0.4143, -0.4266, -0.4439, -0.3871, -0.3442, -0.3179, -0.3187, -0.293, -0.293, -0.2977, -0.2738, -0.2781, -0.2959, -0.2959, -0.2219, -0.2299, -0.1528, -0.1623, -0.1932, -0.1487, -0.1467, -0.1658, -0.1776, -0.1695, -0.1051, -0.1051, -0.0995, -0.0401, -0.0192, -0.0141, -0.0401, 0.0121, 0.0738, 0.0751, 0.0235, 0.0801, 0.0348, -0.064, -0.0554, -0.0263, -0.0539, -0.0792, 0.0123, 0.0213, 0.0156, 0.0156, -0.0137, 0.0385, 0.0296, 0.0563, 0.0385, 0.0312, 0.0583, 0.0252, 0.0173, 0.0181, -0.0633, -0.0113, -0.0205, -0.0865, -0.0395, -0.0055, 0.0329, 0.0, 0.0513, 0.0899, 0.139, 0.1391, 0.096, 0.0433, -0.0025, -0.0242, -0.0574, -0.1231, -0.1187, -0.2058, -0.1662, -0.0921, -0.0961, -0.0961, -0.0677, -0.0681, 0.0038, 0.0403, 0.038, 0.0528, 0.1493, 0.126, 0.1285, 0.1231, 0.1067, 0.1091, 0.2031, 0.1889, 0.2259, 0.2946, 0.2446, 0.2796, 0.2764, 0.3382, 0.4227, 0.58, 0.6452, 0.5959, 0.8432, 0.9629, 0.892, 0.9834, 0.9152, 0.7885, 0.6821, 0.7245, 0.8066, 0.8809, 0.8535, 0.8535, 1.2111, 1.2914, 1.2793, 1.3965, 1.5557, 1.6262, 1.6644, 1.4582, 1.1324, 1.3429, 1.3098, 1.2012, 1.4578, 1.4227, 1.6852, 1.5193, 1.5746, 1.7987, 1.7987, 1.9897, 1.5958, 1.5958, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2031909607627706785", "ticker_idx": 1, "ts": "2026-03-12T01:46:16+00:00", "symbol": "SNDK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "NAND flash manufacturers have increased their prices by as much as 50% overnight, highlighting the severe shortage the industry has been experiencing due to the insane demand by the AI infrastructure build-out.", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Bullish on NAND flash memory players MU, SNDK, and Korea ETF EWY as AI-driven demand causes 50% overnight price spikes and severe supply shortage.", "resolved_tickers": ["SNDK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU $SNDK $EWY NAND flash manufacturers have increased their prices by as much as 50% overnight, highlighting the severe shortage the industry has been experiencing due to the insane demand by the AI infrastructure build-out.\n\nWild 🔥 https://t.co/sznnU3v6oE", "reply_text": null, "parent_text": null, "quoted_text": "$MU $SNDK $EWY Boom after Boom.\n\nIndependent research firm Growth Research said the dominance of the memory market is rapidly shifting from DRAM to NAND flash, and in particular, demand for a \"context warehouse\" for AI inference is expected to drive up contract prices by up to https://t.co/Kagxid43RG", "parent_author": null, "ret_m1d": 0.05916095943611177, "ret_signed_m1d": 0.05916095943611177, "alpha_spy_m1d": 0.04374185457790758, "alpha_c_m1d": 0.040371119454639226, "bench_spy_m1d": 0.015419104858204191, "bench_c_m1d": 0.018789839981472545, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.06916387202481733, "ret_signed_p1d": 0.06916387202481733, "alpha_spy_p1d": 0.07482400777742626, "alpha_c_p1d": 0.07670877094807327, "bench_spy_p1d": -0.00566013575260893, "bench_c_p1d": -0.007544898923255938, "ret_p1w": 0.2476810990549423, "ret_signed_p1w": 0.2476810990549423, "alpha_spy_p1w": 0.2570796825700652, "alpha_c_p1w": 0.24340079958489724, "bench_spy_p1w": -0.009398583515122905, "bench_c_p1w": 0.004280299470045046, "ret_p1m": 0.3764422763483495, "ret_signed_p1m": 0.3764422763483495, "alpha_spy_p1m": 0.35353798488558197, "alpha_c_p1m": 0.3404779733268499, "bench_spy_p1m": 0.022904291462767512, "bench_c_p1m": 0.035964303021499555, "ret_p3m": 1.660773762280487, "ret_signed_p3m": 1.660773762280487, "alpha_spy_p3m": 1.551169652115992, "alpha_c_p3m": 1.3476950238347267, "bench_spy_p3m": 0.10960411016449512, "bench_c_p3m": 0.3130787384457603, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.3764422763483495, "alpha_spy_stated": 0.35353798488558197, "alpha_c_stated": 0.3404779733268499, "price_path": [-0.6738, -0.6618, -0.6658, -0.6454, -0.616, -0.6105, -0.6042, -0.5959, -0.5959, -0.5959, -0.6053, -0.6118, -0.6164, -0.6164, -0.5552, -0.5571, -0.435, -0.4287, -0.4594, -0.3901, -0.3709, -0.3701, -0.3733, -0.3387, -0.3316, -0.3316, -0.2678, -0.1899, -0.1865, -0.2343, -0.2392, -0.222, -0.1474, -0.1285, -0.0688, 0.075, 0.1239, -0.0554, -0.0689, -0.0337, -0.0572, -0.1247, -0.0315, 0.0185, 0.0125, 0.0125, -0.0456, -0.0298, 0.0037, 0.0503, 0.077, 0.0318, 0.0219, 0.0535, 0.0267, 0.0004, -0.0863, -0.0319, -0.086, -0.1478, -0.0486, 0.0001, 0.0592, 0.0, 0.0692, 0.1371, 0.1638, 0.2179, 0.2477, 0.1469, 0.1352, 0.1352, 0.0954, -0.0253, -0.0048, -0.0749, 0.0267, 0.1194, 0.1338, 0.1338, 0.171, 0.1486, 0.2619, 0.3761, 0.3764, 0.5392, 0.5262, 0.441, 0.4858, 0.4883, 0.4754, 0.46, 0.5822, 0.5068, 0.5997, 0.7294, 0.6198, 0.7197, 0.7719, 0.9182, 1.0294, 1.2726, 1.2785, 1.1653, 1.5247, 1.5008, 1.3464, 1.3387, 1.2344, 1.2747, 1.1541, 1.2354, 1.2503, 1.4922, 1.3895, 1.3895, 1.5687, 1.5693, 1.6529, 1.7391, 1.8464, 1.7736, 1.9597, 1.8436, 1.5198, 1.6534, 1.6608, 1.6554, 2.0405, 2.1998, 2.4063, 2.2183, 2.1654, 2.5305, 2.5305, 2.6743, 2.1731, 2.1731, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2045569322207301782", "ticker_idx": 0, "ts": "2026-04-18T18:25:05+00:00", "symbol": "TSEM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$TSEM for potential hypergrowth in optics foundry", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long both TSEM on hypergrowth in optics foundry and TSM on AI foundry + advanced packaging.", "resolved_tickers": ["TSEM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@NftSpaceman $TSEM for potential hypergrowth in optics foundry\n$TSM for AI Foundry Play in Semi space with Advanced Packaging Growth Play. Both are important.", "reply_text": null, "parent_text": "@TradexWhisperer I know foundry is great for tsem but unsure what’s a better hold", "quoted_text": null, "parent_author": "NftSpaceman", "ret_m1d": 0.00873086287637781, "ret_signed_m1d": 0.00873086287637781, "alpha_spy_m1d": 0.006727120807982656, "alpha_c_m1d": 0.008299764913805685, "bench_spy_m1d": 0.0020037420683951535, "bench_c_m1d": 0.0004310979625721245, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.034611804901477194, "ret_signed_p1d": -0.034611804901477194, "alpha_spy_p1d": -0.028064912052937707, "alpha_c_p1d": -0.03612058199416546, "bench_spy_p1d": -0.006546892848539487, "bench_c_p1d": 0.0015087770926882627, "ret_p1w": -0.09425811013557006, "ret_signed_p1w": -0.09425811013557006, "alpha_spy_p1w": -0.10335908985984499, "alpha_c_p1w": -0.18542980400918385, "bench_spy_p1w": 0.009100979724274927, "bench_c_p1w": 0.09117169387361379, "ret_p1m": 0.11933713141161917, "ret_signed_p1m": 0.11933713141161917, "alpha_spy_p1m": 0.08404806224033967, "alpha_c_p1m": -0.05309159518327711, "bench_spy_p1m": 0.0352890691712795, "bench_c_p1m": 0.17242872659489628, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.11933713141161917, "alpha_spy_stated": 0.08404806224033967, "alpha_c_stated": -0.05309159518327711, "price_path": [-0.4057, -0.421, -0.4271, -0.4341, -0.4092, -0.3811, -0.3999, -0.3998, -0.3902, -0.3924, -0.4598, -0.425, -0.3806, -0.3428, -0.3916, -0.4011, -0.405, -0.4265, -0.4265, -0.4308, -0.4283, -0.4394, -0.4277, -0.4324, -0.4387, -0.4389, -0.4483, -0.4438, -0.3826, -0.4408, -0.4499, -0.463, -0.5074, -0.4857, -0.4794, -0.4679, -0.472, -0.4445, -0.3832, -0.3859, -0.3676, -0.2602, -0.2711, -0.2332, -0.1945, -0.1592, -0.2219, -0.2342, -0.2936, -0.2183, -0.1667, -0.1189, -0.1189, -0.1528, -0.1498, -0.0927, -0.0921, -0.0931, -0.0669, -0.0462, -0.0395, -0.0434, 0.0087, 0.0, -0.0346, -0.0819, -0.1034, -0.1067, -0.0943, -0.1378, -0.1127, -0.0153, -0.0289, -0.042, 0.0046, -0.0339, -0.0645, -0.06, 0.0196, -0.0163, 0.2062, 0.2503, 0.2205, 0.105, 0.1193, 0.1781, 0.2429, 0.2626, 0.2626, 0.2853, 0.2374, 0.2272, 0.1369, 0.1249, 0.2237, 0.1934, 0.164, 0.049, 0.0782, 0.016, 0.0403, 0.1508, 0.1712, 0.2778, 0.1962, 0.1899, 0.2773, 0.2773, 0.4114, 0.2591, 0.2591, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2045569322207301782", "ticker_idx": 1, "ts": "2026-04-18T18:25:05+00:00", "symbol": "TSM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$TSM for AI Foundry Play in Semi space with Advanced Packaging Growth Play", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long both TSEM on hypergrowth in optics foundry and TSM on AI foundry + advanced packaging.", "resolved_tickers": ["TSM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@NftSpaceman $TSEM for potential hypergrowth in optics foundry\n$TSM for AI Foundry Play in Semi space with Advanced Packaging Growth Play. Both are important.", "reply_text": null, "parent_text": "@TradexWhisperer I know foundry is great for tsem but unsure what’s a better hold", "quoted_text": null, "parent_author": "NftSpaceman", "ret_m1d": 0.011631755780736164, "ret_signed_m1d": 0.011631755780736164, "alpha_spy_m1d": 0.00962801371234101, "alpha_c_m1d": 0.01120065781816404, "bench_spy_m1d": 0.0020037420683951535, "bench_c_m1d": 0.0004310979625721245, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.00502400710670825, "ret_signed_p1d": 0.00502400710670825, "alpha_spy_p1d": 0.011570899955247738, "alpha_c_p1d": 0.0035152300140199877, "bench_spy_p1d": -0.006546892848539487, "bench_c_p1d": 0.0015087770926882627, "ret_p1w": 0.10577768334239135, "ret_signed_p1w": 0.10577768334239135, "alpha_spy_p1w": 0.09667670361811642, "alpha_c_p1w": 0.014605989468777558, "bench_spy_p1w": 0.009100979724274927, "bench_c_p1w": 0.09117169387361379, "ret_p1m": 0.0720019430526222, "ret_signed_p1m": 0.0720019430526222, "alpha_spy_p1m": 0.0367128738813427, "alpha_c_p1m": -0.10042678354227408, "bench_spy_p1m": 0.0352890691712795, "bench_c_p1m": 0.17242872659489628, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.0720019430526222, "alpha_spy_stated": 0.0367128738813427, "alpha_c_stated": -0.10042678354227408, "price_path": [-0.112, -0.1086, -0.0882, -0.0941, -0.0788, -0.068, -0.0755, -0.1, -0.0706, -0.0858, -0.1131, -0.0995, -0.0502, -0.0323, -0.0146, 0.0186, 0.0023, -0.0025, -0.0025, -0.0084, -0.0136, -0.0187, 0.0089, 0.0075, 0.0503, 0.0557, 0.026, 0.0199, 0.005, -0.0385, -0.0268, -0.0365, -0.0773, -0.0506, -0.055, -0.0346, -0.0832, -0.0789, -0.0736, -0.0553, -0.0728, -0.075, -0.101, -0.0759, -0.0628, -0.0505, -0.1096, -0.1079, -0.1358, -0.0772, -0.0676, -0.0743, -0.0743, -0.0668, -0.0571, -0.0009, -0.002, 0.0119, 0.0091, 0.0373, 0.0242, -0.0079, 0.0116, 0.0, 0.005, 0.0579, 0.0448, 0.0989, 0.1058, 0.0713, 0.0753, 0.0814, 0.0858, 0.0966, 0.0769, 0.1454, 0.1308, 0.1241, 0.1046, 0.0848, 0.0916, 0.1406, 0.1041, 0.0811, 0.072, 0.0966, 0.1117, 0.1045, 0.1045, 0.1258, 0.1542, 0.1601, 0.1426, 0.1895, 0.2197, 0.1924, 0.2148, 0.1336, 0.1654, 0.1684, 0.1161, 0.1524, 0.1602, 0.208, 0.1654, 0.1827, 0.2648, 0.2648, 0.2799, 0.1943, 0.1943, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2054326020657058173", "ticker_idx": 0, "ts": "2026-05-12T22:21:05+00:00", "symbol": "AMKR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "They will be beneficiaries.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Both AMKR and ASX will be beneficiaries; implied bullish on both.", "resolved_tickers": ["AMKR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductor Equipment & Materials'", "bench_c_industry": "Semiconductor Equipment & Materials", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@patrickfig94 They will be beneficiaries.", "reply_text": null, "parent_text": "@TradexWhisperer So $AMKR and $ASX are set to explode?", "quoted_text": null, "parent_author": "patrickfig94", "ret_m1d": -0.015547550743523098, "ret_signed_m1d": -0.015547550743523098, "alpha_spy_m1d": -0.009983840982671466, "alpha_c_m1d": 0.004034641099371572, "bench_spy_m1d": -0.005563709760851632, "bench_c_m1d": -0.01958219184289467, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0337757136842054, "ret_signed_p1d": -0.0337757136842054, "alpha_spy_p1d": -0.0416700285887599, "alpha_c_p1d": -0.04404718183415657, "bench_spy_p1d": 0.0078943149045545, "bench_c_p1d": 0.010271468149951168, "ret_p1w": -0.08202652848896497, "ret_signed_p1w": -0.08202652848896497, "alpha_spy_p1w": -0.0805985876889076, "alpha_c_p1w": -0.06840103757477578, "bench_spy_p1w": -0.0014279408000573701, "bench_c_p1w": -0.013625490914189187, "ret_p1m": 0.02178907241809247, "ret_signed_p1m": 0.02178907241809247, "alpha_spy_p1m": 0.027918534269395168, "alpha_c_p1m": -0.04282677640032828, "bench_spy_p1m": -0.006129461851302698, "bench_c_p1m": 0.06461584881842075, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.02178907241809247, "alpha_spy_stated": 0.027918534269395168, "alpha_c_stated": -0.04282677640032828, "price_path": [-0.3648, -0.3648, -0.3734, -0.3747, -0.3533, -0.3587, -0.3703, -0.3508, -0.3186, -0.3509, -0.3603, -0.3604, -0.4035, -0.3877, -0.4039, -0.4434, -0.4218, -0.4122, -0.4125, -0.4469, -0.4238, -0.4018, -0.3789, -0.3718, -0.3549, -0.386, -0.3819, -0.3264, -0.3308, -0.395, -0.4042, -0.4471, -0.3965, -0.3769, -0.3741, -0.3741, -0.3697, -0.3617, -0.2974, -0.261, -0.2232, -0.1899, -0.1781, -0.1996, -0.1569, -0.097, -0.0693, -0.059, -0.0316, -0.0228, 0.0468, 0.0135, -0.0436, -0.0536, -0.0651, -0.0472, -0.0489, 0.0281, 0.035, -0.0314, 0.0268, 0.0279, -0.0155, 0.0, -0.0338, -0.0571, -0.1149, -0.1216, -0.082, -0.1167, -0.1188, -0.1188, -0.0154, -0.0324, -0.054, -0.0677, -0.0249, 0.0017, 0.009, -0.0095, -0.1285, -0.0837, -0.0485, -0.066, 0.0218, 0.1108, 0.1464, 0.1613, 0.1597, 0.2138, 0.2138, 0.2553, 0.1636, 0.1636, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2054326020657058173", "ticker_idx": 1, "ts": "2026-05-12T22:21:05+00:00", "symbol": "ASX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "They will be beneficiaries.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Both AMKR and ASX will be beneficiaries; implied bullish on both.", "resolved_tickers": ["ASX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@patrickfig94 They will be beneficiaries.", "reply_text": null, "parent_text": "@TradexWhisperer So $AMKR and $ASX are set to explode?", "quoted_text": null, "parent_author": "patrickfig94", "ret_m1d": -0.03354954610804095, "ret_signed_m1d": -0.03354954610804095, "alpha_spy_m1d": -0.02798583634718932, "alpha_c_m1d": -0.013967354265146281, "bench_spy_m1d": -0.005563709760851632, "bench_c_m1d": -0.01958219184289467, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.006202458785784182, "ret_signed_p1d": -0.006202458785784182, "alpha_spy_p1d": -0.014096773690338682, "alpha_c_p1d": -0.01647392693573535, "bench_spy_p1d": 0.0078943149045545, "bench_c_p1d": 0.010271468149951168, "ret_p1w": -0.10656894718230792, "ret_signed_p1w": -0.10656894718230792, "alpha_spy_p1w": -0.10514100638225055, "alpha_c_p1w": -0.09294345626811873, "bench_spy_p1w": -0.0014279408000573701, "bench_c_p1w": -0.013625490914189187, "ret_p1m": 0.03749641868016429, "ret_signed_p1m": 0.03749641868016429, "alpha_spy_p1m": 0.04362588053146699, "alpha_c_p1m": -0.027119430138256462, "bench_spy_p1m": -0.006129461851302698, "bench_c_p1m": 0.06461584881842075, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.03749641868016429, "alpha_spy_stated": 0.04362588053146699, "alpha_c_stated": -0.027119430138256462, "price_path": [-0.3403, -0.3403, -0.3383, -0.342, -0.3465, -0.3245, -0.338, -0.3003, -0.2921, -0.3169, -0.3152, -0.3177, -0.371, -0.3769, -0.3781, -0.4046, -0.3893, -0.3879, -0.3826, -0.4082, -0.3939, -0.3933, -0.3846, -0.3893, -0.3826, -0.3992, -0.3888, -0.393, -0.3685, -0.3958, -0.3939, -0.4111, -0.3888, -0.3662, -0.3719, -0.3719, -0.3643, -0.3744, -0.3194, -0.309, -0.2997, -0.2515, -0.2425, -0.2323, -0.2219, -0.194, -0.1745, -0.1655, -0.1556, -0.1596, -0.0978, -0.1303, -0.152, -0.1376, -0.1145, -0.1094, -0.0899, -0.0572, -0.0369, -0.0601, -0.035, -0.0048, -0.0335, 0.0, -0.0062, -0.0468, -0.1077, -0.1291, -0.1066, -0.0798, -0.0186, -0.0186, 0.0981, 0.1015, 0.1446, 0.0812, 0.0761, 0.1069, 0.1252, 0.0826, -0.0406, 0.0014, -0.011, -0.033, 0.0375, 0.0747, 0.0854, 0.0386, 0.0555, 0.1435, 0.1435, 0.2298, 0.1212, 0.1212, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2052191063805427794", "ticker_idx": 0, "ts": "2026-05-07T00:57:32+00:00", "symbol": "TSM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I am bullish on Advanced Packaging $TSM $AMKR $ASX $INTC and $GLW fiber glass but this is LONG time horizon", "tweet_type": "prediction", "timeline": "years", "summary": "Long-horizon bullish on advanced packaging plays: TSM, AMKR, ASX, INTC, and GLW fiber glass.", "resolved_tickers": ["TSM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@endyinvesting I am bullish on Advanced Packaging $TSM $AMKR $ASX $INTC and $GLW fiber glass but this is LONG time horizon.", "reply_text": null, "parent_text": "@TradexWhisperer No worries at all man, totally understand 👍\nJust wanted your general view on the memory space right now. No specific picks needed. Appreciate your threads either way", "quoted_text": null, "parent_author": "endyinvesting", "ret_m1d": 0.012918083544326331, "ret_signed_m1d": 0.012918083544326331, "alpha_spy_m1d": 0.009842571351391438, "alpha_c_m1d": -0.004967557293201308, "bench_spy_m1d": 0.0030755121929348928, "bench_c_m1d": 0.01788564083752764, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.005964033219195253, "ret_signed_p1d": -0.005964033219195253, "alpha_spy_p1d": -0.014220130230363504, "alpha_c_p1d": -0.05491793737873962, "bench_spy_p1d": 0.00825609701116825, "bench_c_p1d": 0.04895390415954437, "ret_p1w": 0.008620106417237094, "ret_signed_p1w": 0.008620106417237094, "alpha_spy_p1w": -0.014056829633538825, "alpha_c_p1w": -0.062181695097465406, "bench_spy_p1w": 0.02267693605077592, "bench_c_p1w": 0.0708018015147025, "ret_p1m": 0.002462929753396903, "ret_signed_p1m": 0.002462929753396903, "alpha_spy_p1m": -0.0056974783364323045, "alpha_c_p1m": -0.05232327315906837, "bench_spy_p1m": 0.008160408089829208, "bench_c_p1m": 0.054786202912465276, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.1442, -0.1286, -0.0993, -0.1137, -0.1179, -0.1179, -0.1231, -0.1278, -0.1323, -0.1078, -0.109, -0.0712, -0.0664, -0.0927, -0.0981, -0.1113, -0.1497, -0.1394, -0.148, -0.184, -0.1604, -0.1643, -0.1463, -0.1893, -0.1854, -0.1808, -0.1646, -0.1801, -0.182, -0.205, -0.1828, -0.1712, -0.1603, -0.2126, -0.2111, -0.2358, -0.184, -0.1754, -0.1814, -0.1814, -0.1748, -0.1662, -0.1165, -0.1175, -0.1052, -0.1076, -0.0827, -0.0943, -0.1227, -0.1054, -0.1157, -0.1112, -0.0645, -0.076, -0.0282, -0.0221, -0.0527, -0.0491, -0.0437, -0.0398, -0.0303, -0.0477, 0.0129, 0.0, -0.006, -0.0232, -0.0407, -0.0346, 0.0086, -0.0237, -0.0439, -0.052, -0.0303, -0.0169, -0.0233, -0.0233, -0.0044, 0.0207, 0.0259, 0.0104, 0.0519, 0.0786, 0.0544, 0.0743, 0.0025, 0.0305, 0.0332, -0.013, 0.0191, 0.026, 0.0683, 0.0306, 0.0459, 0.1184, 0.1184, 0.1319, 0.0562, 0.0562, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2052191063805427794", "ticker_idx": 1, "ts": "2026-05-07T00:57:32+00:00", "symbol": "AMKR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I am bullish on Advanced Packaging $TSM $AMKR $ASX $INTC and $GLW fiber glass but this is LONG time horizon", "tweet_type": "prediction", "timeline": "years", "summary": "Long-horizon bullish on advanced packaging plays: TSM, AMKR, ASX, INTC, and GLW fiber glass.", "resolved_tickers": ["AMKR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductor Equipment & Materials'", "bench_c_industry": "Semiconductor Equipment & Materials", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@endyinvesting I am bullish on Advanced Packaging $TSM $AMKR $ASX $INTC and $GLW fiber glass but this is LONG time horizon.", "reply_text": null, "parent_text": "@TradexWhisperer No worries at all man, totally understand 👍\nJust wanted your general view on the memory space right now. No specific picks needed. Appreciate your threads either way", "quoted_text": null, "parent_author": "endyinvesting", "ret_m1d": 0.06849323610296287, "ret_signed_m1d": 0.06849323610296287, "alpha_spy_m1d": 0.06541772391002798, "alpha_c_m1d": 0.050607595265435235, "bench_spy_m1d": 0.0030755121929348928, "bench_c_m1d": 0.01788564083752764, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.060052566459242396, "ret_signed_p1d": 0.060052566459242396, "alpha_spy_p1d": 0.051796469448074145, "alpha_c_p1d": 0.011098662299698026, "bench_spy_p1d": 0.00825609701116825, "bench_c_p1d": 0.04895390415954437, "ret_p1w": -0.002490718856740237, "ret_signed_p1w": -0.002490718856740237, "alpha_spy_p1w": -0.025167654907516157, "alpha_c_p1w": -0.07329252037144274, "bench_spy_p1w": 0.02267693605077592, "bench_c_p1w": 0.0708018015147025, "ret_p1m": -0.1002756626636413, "ret_signed_p1m": -0.1002756626636413, "alpha_spy_p1m": -0.1084360707534705, "alpha_c_p1m": -0.15506186557610657, "bench_spy_p1m": 0.008160408089829208, "bench_c_p1m": 0.054786202912465276, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.2747, -0.2617, -0.2243, -0.2875, -0.3443, -0.3443, -0.3531, -0.3545, -0.3324, -0.3379, -0.3499, -0.3298, -0.2965, -0.3299, -0.3396, -0.3397, -0.3842, -0.3679, -0.3846, -0.4253, -0.4031, -0.3932, -0.3934, -0.4289, -0.4051, -0.3825, -0.3588, -0.3515, -0.334, -0.3661, -0.3618, -0.3046, -0.3091, -0.3754, -0.3849, -0.4292, -0.3769, -0.3567, -0.3538, -0.3538, -0.3492, -0.3411, -0.2747, -0.237, -0.198, -0.1637, -0.1515, -0.1737, -0.1297, -0.0678, -0.0392, -0.0285, -0.0003, 0.0089, 0.0807, 0.0464, -0.0126, -0.023, -0.0349, -0.0163, -0.0181, 0.0614, 0.0685, 0.0, 0.0601, 0.0612, 0.0163, 0.0324, -0.0025, -0.0266, -0.0862, -0.0931, -0.0523, -0.0881, -0.0902, -0.0902, 0.0165, -0.0011, -0.0234, -0.0375, 0.0066, 0.0342, 0.0417, 0.0226, -0.1003, -0.054, -0.0177, -0.0357, 0.0549, 0.1467, 0.1836, 0.1989, 0.1973, 0.2531, 0.2531, 0.2959, 0.2013, 0.2013, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2052191063805427794", "ticker_idx": 2, "ts": "2026-05-07T00:57:32+00:00", "symbol": "ASX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I am bullish on Advanced Packaging $TSM $AMKR $ASX $INTC and $GLW fiber glass but this is LONG time horizon", "tweet_type": "prediction", "timeline": "years", "summary": "Long-horizon bullish on advanced packaging plays: TSM, AMKR, ASX, INTC, and GLW fiber glass.", "resolved_tickers": ["ASX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@endyinvesting I am bullish on Advanced Packaging $TSM $AMKR $ASX $INTC and $GLW fiber glass but this is LONG time horizon.", "reply_text": null, "parent_text": "@TradexWhisperer No worries at all man, totally understand 👍\nJust wanted your general view on the memory space right now. No specific picks needed. Appreciate your threads either way", "quoted_text": null, "parent_author": "endyinvesting", "ret_m1d": 0.024595071717795625, "ret_signed_m1d": 0.024595071717795625, "alpha_spy_m1d": 0.021519559524860732, "alpha_c_m1d": 0.006709430880267986, "bench_spy_m1d": 0.0030755121929348928, "bench_c_m1d": 0.01788564083752764, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.026694642638726895, "ret_signed_p1d": 0.026694642638726895, "alpha_spy_p1d": 0.018438545627558645, "alpha_c_p1d": -0.022259261520817475, "bench_spy_p1d": 0.00825609701116825, "bench_c_p1d": 0.04895390415954437, "ret_p1w": 0.05728853745262663, "ret_signed_p1w": 0.05728853745262663, "alpha_spy_p1w": 0.03461160140185071, "alpha_c_p1w": -0.01351326406207587, "bench_spy_p1w": 0.02267693605077592, "bench_c_p1w": 0.0708018015147025, "ret_p1m": 0.020695819542623006, "ret_signed_p1m": 0.020695819542623006, "alpha_spy_p1m": 0.012535411452793799, "alpha_c_p1m": -0.03409038336984227, "bench_spy_p1m": 0.008160408089829208, "bench_c_p1m": 0.054786202912465276, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.3356, -0.3254, -0.2879, -0.2963, -0.2981, -0.2981, -0.296, -0.2999, -0.3047, -0.2813, -0.2957, -0.2555, -0.2469, -0.2732, -0.2714, -0.2741, -0.3308, -0.3371, -0.3383, -0.3665, -0.3503, -0.3488, -0.3431, -0.3704, -0.3551, -0.3545, -0.3452, -0.3503, -0.3431, -0.3608, -0.3497, -0.3542, -0.3281, -0.3572, -0.3551, -0.3734, -0.3497, -0.3257, -0.3317, -0.3317, -0.3236, -0.3344, -0.2759, -0.2648, -0.2549, -0.2037, -0.1941, -0.1833, -0.1722, -0.1425, -0.1218, -0.1122, -0.1017, -0.1059, -0.0402, -0.0747, -0.0978, -0.0825, -0.0579, -0.0525, -0.0318, 0.003, 0.0246, 0.0, 0.0267, 0.0588, 0.0282, 0.0639, 0.0573, 0.0141, -0.0507, -0.0735, -0.0495, -0.021, 0.0441, 0.0441, 0.1683, 0.1719, 0.2178, 0.1503, 0.1449, 0.1776, 0.1971, 0.1518, 0.0207, 0.0654, 0.0522, 0.0288, 0.1038, 0.1434, 0.1548, 0.105, 0.123, 0.2166, 0.2166, 0.3083, 0.1929, 0.1929, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2052191063805427794", "ticker_idx": 3, "ts": "2026-05-07T00:57:32+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I am bullish on Advanced Packaging $TSM $AMKR $ASX $INTC and $GLW fiber glass but this is LONG time horizon", "tweet_type": "prediction", "timeline": "years", "summary": "Long-horizon bullish on advanced packaging plays: TSM, AMKR, ASX, INTC, and GLW fiber glass.", "resolved_tickers": ["INTC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@endyinvesting I am bullish on Advanced Packaging $TSM $AMKR $ASX $INTC and $GLW fiber glass but this is LONG time horizon.", "reply_text": null, "parent_text": "@TradexWhisperer No worries at all man, totally understand 👍\nJust wanted your general view on the memory space right now. No specific picks needed. Appreciate your threads either way", "quoted_text": null, "parent_author": "endyinvesting", "ret_m1d": 0.030925007340908195, "ret_signed_m1d": 0.030925007340908195, "alpha_spy_m1d": 0.027849495147973302, "alpha_c_m1d": 0.013039366503380556, "bench_spy_m1d": 0.0030755121929348928, "bench_c_m1d": 0.01788564083752764, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.13957302535134564, "ret_signed_p1d": 0.13957302535134564, "alpha_spy_p1d": 0.13131692834017739, "alpha_c_p1d": 0.09061912119180127, "bench_spy_p1d": 0.00825609701116825, "bench_c_p1d": 0.04895390415954437, "ret_p1w": 0.057562464883175624, "ret_signed_p1w": 0.057562464883175624, "alpha_spy_p1w": 0.034885528832399704, "alpha_c_p1w": -0.013239336631526877, "bench_spy_p1w": 0.02267693605077592, "bench_c_p1w": 0.0708018015147025, "ret_p1m": -0.09532935883786553, "ret_signed_p1m": -0.09532935883786553, "alpha_spy_p1m": -0.10348976692769474, "alpha_c_p1m": -0.1501155617503308, "bench_spy_p1m": 0.008160408089829208, "bench_c_p1m": 0.054786202912465276, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.5417, -0.5701, -0.5595, -0.576, -0.5732, -0.5732, -0.5787, -0.5853, -0.593, -0.5976, -0.602, -0.5793, -0.5723, -0.5853, -0.5839, -0.5849, -0.6068, -0.5842, -0.5808, -0.6039, -0.5842, -0.5733, -0.5623, -0.5872, -0.5825, -0.5826, -0.5981, -0.5892, -0.5787, -0.5998, -0.5985, -0.5981, -0.5696, -0.5977, -0.6065, -0.6242, -0.5974, -0.5619, -0.5404, -0.5404, -0.5368, -0.5173, -0.4622, -0.437, -0.4309, -0.4054, -0.4179, -0.4076, -0.3751, -0.3751, -0.4007, -0.3955, -0.4046, -0.3908, -0.247, -0.2247, -0.229, -0.1357, -0.1381, -0.0912, -0.1263, -0.0134, 0.0309, 0.0, 0.1396, 0.1808, 0.1003, 0.0973, 0.0576, -0.0078, -0.0132, 0.0108, 0.0852, 0.081, 0.0932, 0.0932, 0.1268, 0.1108, 0.1028, 0.0462, -0.0026, -0.0154, 0.0282, 0.0197, -0.0953, 0.0059, -0.0155, -0.0235, 0.067, 0.1364, 0.1664, 0.0678, 0.1047, 0.2223, 0.2223, 0.2857, 0.2067, 0.2067, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2052191063805427794", "ticker_idx": 4, "ts": "2026-05-07T00:57:32+00:00", "symbol": "GLW", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I am bullish on Advanced Packaging $TSM $AMKR $ASX $INTC and $GLW fiber glass but this is LONG time horizon", "tweet_type": "prediction", "timeline": "years", "summary": "Long-horizon bullish on advanced packaging plays: TSM, AMKR, ASX, INTC, and GLW fiber glass.", "resolved_tickers": ["GLW"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Electronic Components'", "bench_c_industry": "Electronic Components", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@endyinvesting I am bullish on Advanced Packaging $TSM $AMKR $ASX $INTC and $GLW fiber glass but this is LONG time horizon.", "reply_text": null, "parent_text": "@TradexWhisperer No worries at all man, totally understand 👍\nJust wanted your general view on the memory space right now. No specific picks needed. Appreciate your threads either way", "quoted_text": null, "parent_author": "endyinvesting", "ret_m1d": -0.004550301441761051, "ret_signed_m1d": -0.004550301441761051, "alpha_spy_m1d": -0.007625813634695944, "alpha_c_m1d": -0.006553891789236155, "bench_spy_m1d": 0.0030755121929348928, "bench_c_m1d": 0.002003590347475104, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.02489042537317121, "ret_signed_p1d": 0.02489042537317121, "alpha_spy_p1d": 0.01663432836200296, "alpha_c_p1d": -0.009466355053853182, "bench_spy_p1d": 0.00825609701116825, "bench_c_p1d": 0.03435678042702439, "ret_p1w": 0.14188604004215, "ret_signed_p1w": 0.14188604004215, "alpha_spy_p1w": 0.11920910399137408, "alpha_c_p1w": 0.08407478356457987, "bench_spy_p1w": 0.02267693605077592, "bench_c_p1w": 0.05781125647757013, "ret_p1m": -0.02493323892567978, "ret_signed_p1m": -0.02493323892567978, "alpha_spy_p1m": -0.03309364701550899, "alpha_c_p1m": -0.08745894214042726, "bench_spy_p1m": 0.008160408089829208, "bench_c_p1m": 0.06252570321474749, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.281, -0.299, -0.2727, -0.2804, -0.2697, -0.2697, -0.2858, -0.2776, -0.2887, -0.2366, -0.2052, -0.1705, -0.1221, -0.1775, -0.1755, -0.1345, -0.191, -0.2059, -0.2613, -0.3241, -0.2925, -0.2532, -0.2776, -0.2885, -0.2921, -0.276, -0.2879, -0.288, -0.2704, -0.317, -0.282, -0.2214, -0.1976, -0.2581, -0.2499, -0.2952, -0.2546, -0.2194, -0.189, -0.189, -0.1968, -0.1857, -0.0948, -0.0691, -0.0612, -0.0396, -0.0525, -0.0775, -0.0895, -0.0988, -0.0933, -0.0929, -0.0748, -0.0707, -0.0357, -0.0789, -0.1609, -0.1672, -0.0996, -0.1323, -0.123, -0.1113, -0.0046, 0.0, 0.0249, 0.137, 0.0868, 0.1322, 0.1419, 0.0516, -0.0211, -0.036, -0.0094, 0.052, 0.0639, 0.0639, 0.0755, 0.0465, 0.0031, -0.0053, -0.0298, 0.1004, 0.1023, 0.0855, -0.0249, 0.0298, -0.0449, -0.0766, -0.0306, -0.016, 0.0316, -0.0258, -0.0369, 0.0703, 0.0703, 0.1521, 0.0656, 0.0656, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2042459793026379888", "ticker_idx": 0, "ts": "2026-04-10T04:28:56+00:00", "symbol": "AVGO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Outlook $100B from AI only", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish AVGO; forecasts $100B revenue from AI alone.", "resolved_tickers": ["AVGO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@CifrBunny Outlook $100B from AI only", "reply_text": null, "parent_text": "@TradexWhisperer HOLY FUCK $Avgo is legit on an absolute tear rn.", "quoted_text": null, "parent_author": "CifrBunny", "ret_m1d": -0.044785286520878986, "ret_signed_m1d": -0.044785286520878986, "alpha_spy_m1d": -0.04544750018416688, "alpha_c_m1d": -0.029746815428614015, "bench_spy_m1d": 0.0006622136632878917, "bench_c_m1d": -0.015038471092264971, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.022069790899108988, "ret_signed_p1d": 0.022069790899108988, "alpha_spy_p1d": 0.012297343652627246, "alpha_c_p1d": 0.007283141515118663, "bench_spy_p1d": 0.009772447246481741, "bench_c_p1d": 0.014786649383990325, "ret_p1w": 0.09417318328808566, "ret_signed_p1w": 0.09417318328808566, "alpha_spy_p1w": 0.04901963176317059, "alpha_c_p1w": 0.03173041073177618, "bench_spy_p1w": 0.04515355152491507, "bench_c_p1w": 0.06244277255630948, "ret_p1m": 0.1530884536494821, "ret_signed_p1m": 0.1530884536494821, "alpha_spy_p1m": 0.06501853944906522, "alpha_c_p1m": -0.16606094920126546, "bench_spy_p1m": 0.08806991420041688, "bench_c_p1m": 0.31914940285074755, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.1530884536494821, "alpha_spy_stated": 0.06501853944906522, "alpha_c_stated": -0.16606094920126546, "price_path": [-0.0476, -0.0871, -0.0787, -0.0554, -0.0554, -0.1067, -0.1169, -0.1258, -0.1404, -0.1275, -0.1062, -0.105, -0.1117, -0.1102, -0.1107, -0.1397, -0.1726, -0.166, -0.1058, -0.0762, -0.0856, -0.0794, -0.1105, -0.1267, -0.1267, -0.1069, -0.1043, -0.103, -0.1066, -0.1128, -0.1258, -0.1075, -0.136, -0.1418, -0.1437, -0.1571, -0.1472, -0.1062, -0.1124, -0.0714, -0.0799, -0.0826, -0.0977, -0.1347, -0.1273, -0.137, -0.1515, -0.141, -0.166, -0.132, -0.1433, -0.1419, -0.1672, -0.1907, -0.2103, -0.167, -0.1563, -0.1534, -0.1534, -0.1537, -0.1011, -0.0563, -0.0448, 0.0, 0.0221, 0.0248, 0.0677, 0.0725, 0.0942, 0.0756, 0.0824, 0.1375, 0.1302, 0.1378, 0.1256, 0.0761, 0.0912, 0.1235, 0.1338, 0.121, 0.1502, 0.145, 0.1104, 0.1573, 0.1531, 0.1285, 0.1218, 0.1837, 0.1444, 0.1323, 0.1064, 0.1244, 0.1158, 0.1146, 0.1146, 0.1358, 0.1354, 0.1481, 0.2024, 0.238, 0.2961, 0.2898, 0.1275, 0.0382, 0.0674, 0.0555, 0.0015, 0.0377, 0.0283, 0.0603, 0.0139, 0.0575, 0.1071, 0.1071, 0.0571, 0.0248, 0.0248, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2047746907007774826", "ticker_idx": 0, "ts": "2026-04-24T18:38:02+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "I am with you on this one. Patient people who believe in AI Inference tailwind will be rewarded. I am talking about next 5 years. There is no AI Inference without memory!", "tweet_type": "prediction", "timeline": "years", "summary": "Long Micron over 5-year horizon; stock deeply undervalued relative to earnings with AI inference as a major memory demand tailwind.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@Deenobrown123 I am with you on this one. Patient people who believe in AI Inference tailwind will be rewarded. I am talking about next 5 years. \n\nThere is no AI Inference without memory!", "reply_text": null, "parent_text": "@TradexWhisperer micron makes more money than them !  And trades at 1/4 the market cap. Micron’s stock price is the most disconnected stock from earnings of any stock I’ve ever seen in my 28 years in the stock market.  Nothing has ever been this disconnected!", "quoted_text": null, "parent_author": "Deenobrown123", "ret_m1d": -0.030198099458723426, "ret_signed_m1d": -0.030198099458723426, "alpha_spy_m1d": -0.02250838023371393, "alpha_c_m1d": 0.018356509615103822, "bench_spy_m1d": -0.007689719225009495, "bench_c_m1d": -0.04855460907382725, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.056047665222807685, "ret_signed_p1d": 0.056047665222807685, "alpha_spy_p1d": 0.05432487738524405, "alpha_c_p1d": 0.05640307292147595, "bench_spy_p1d": 0.001722787837563633, "bench_c_p1d": -0.00035540769866826416, "ret_p1w": 0.09158081140312468, "ret_signed_p1w": 0.09158081140312468, "alpha_spy_p1w": 0.08218227520709509, "alpha_c_p1w": 0.08490676340826164, "bench_spy_p1w": 0.009398536196029594, "bench_c_p1w": 0.0066740479948630416, "ret_p1m": 0.5119181795667513, "ret_signed_p1m": 0.5119181795667513, "alpha_spy_p1m": 0.4675167086316392, "alpha_c_p1m": 0.37393538881969257, "bench_spy_p1m": 0.04440147093511215, "bench_c_p1m": 0.13798279074705877, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.1744, -0.1241, -0.123, -0.1651, -0.119, -0.1559, -0.2365, -0.2295, -0.2057, -0.2283, -0.2489, -0.1742, -0.1669, -0.1716, -0.1716, -0.1955, -0.1529, -0.1601, -0.1384, -0.1529, -0.1588, -0.1367, -0.1637, -0.1702, -0.1696, -0.2359, -0.1935, -0.201, -0.2548, -0.2165, -0.1888, -0.1574, -0.1843, -0.1425, -0.1109, -0.0709, -0.0708, -0.106, -0.149, -0.1863, -0.2041, -0.2311, -0.2847, -0.2811, -0.3522, -0.3199, -0.2594, -0.2627, -0.2627, -0.2395, -0.2399, -0.1812, -0.1514, -0.1533, -0.1412, -0.0625, -0.0815, -0.0795, -0.0839, -0.0972, -0.0953, -0.0186, -0.0302, 0.0, 0.056, 0.0152, 0.0438, 0.0411, 0.0916, 0.1605, 0.2889, 0.342, 0.3018, 0.5035, 0.6012, 0.5433, 0.6179, 0.5623, 0.4589, 0.3721, 0.4067, 0.4736, 0.5343, 0.5119, 0.5119, 0.8036, 0.8691, 0.8592, 0.9548, 1.0847, 1.1423, 1.1734, 1.0052, 0.7394, 0.9111, 0.8841, 0.7955, 1.0049, 0.9762, 1.1903, 1.055, 1.1002, 1.283, 1.283, 1.4388, 1.1174, 1.1174, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2039727437416890401", "ticker_idx": 0, "ts": "2026-04-02T15:31:32+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Memory is now a moat for AI buildout, Smartphone, PC, and Cars companies. Companies that locked in supply will grow into every one of those markets.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish MU: memory supply lock-in is a durable moat across AI, smartphones, PCs, and autos; laggards lose ground.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "$MU Memory is now a moat for AI buildout, Smartphone, PC, and Cars companies.\n\nCompanies that locked in supply will grow into every one of those markets. Companies that didn't will spend 5 years explaining to shareholders why competitors are pulling ahead.\n\nI've spoken", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.004396067911945689, "ret_signed_m1d": 0.004396067911945689, "alpha_spy_m1d": 0.005295717345377371, "alpha_c_m1d": 0.005288212327171471, "bench_spy_m1d": -0.0008996494334316818, "bench_c_m1d": -0.0008921444152257818, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0, "ret_signed_p1d": 0.0, "alpha_spy_p1d": 0.0, "alpha_c_p1d": 0.0, "bench_spy_p1d": 0.0, "bench_c_p1d": 0.0, "ret_p1w": 0.1509120276458067, "ret_signed_p1w": 0.1509120276458067, "alpha_spy_p1w": 0.11419528341757745, "alpha_c_p1w": 0.054077837379849836, "bench_spy_p1w": 0.03671674422822924, "bench_c_p1w": 0.09683419026595685, "ret_p1m": 0.4804773821276844, "ret_signed_p1m": 0.4804773821276844, "alpha_spy_p1m": 0.38164078690424263, "alpha_c_p1m": 0.18097697988871242, "bench_spy_p1m": 0.09883659522344179, "bench_c_p1m": 0.299500402238972, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.4804773821276844, "alpha_spy_stated": 0.38164078690424263, "alpha_c_stated": 0.18097697988871242, "price_path": [-0.148, -0.0627, -0.0733, -0.1075, -0.0581, -0.056, -0.0771, -0.0902, -0.0812, -0.0099, -0.0099, -0.0038, 0.062, 0.0851, 0.0908, 0.0619, 0.1197, 0.188, 0.1894, 0.1323, 0.1949, 0.1448, 0.0355, 0.045, 0.0772, 0.0467, 0.0187, 0.1199, 0.1298, 0.1235, 0.1235, 0.0911, 0.1489, 0.1391, 0.1686, 0.149, 0.1409, 0.1709, 0.1342, 0.1255, 0.1263, 0.0363, 0.0938, 0.0837, 0.0107, 0.0626, 0.1002, 0.1427, 0.1063, 0.163, 0.2058, 0.2601, 0.2602, 0.2125, 0.1542, 0.1036, 0.0795, 0.0428, -0.0298, -0.025, -0.1213, -0.0775, 0.0044, 0.0, 0.0, 0.0315, 0.031, 0.1106, 0.1509, 0.1484, 0.1647, 0.2715, 0.2457, 0.2484, 0.2425, 0.2244, 0.227, 0.331, 0.3153, 0.3563, 0.4323, 0.3769, 0.4156, 0.4121, 0.4805, 0.574, 0.748, 0.8201, 0.7656, 1.0391, 1.1716, 1.0931, 1.1943, 1.1189, 0.9786, 0.8609, 0.9079, 0.9987, 1.0809, 1.0506, 1.0506, 1.4462, 1.535, 1.5216, 1.6513, 1.8274, 1.9055, 1.9477, 1.7195, 1.3591, 1.592, 1.5554, 1.4352, 1.7192, 1.6802, 1.9707, 1.7871, 1.8484, 2.0963, 2.0963, 2.3076, 1.8718, 1.8718, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2044499671465529751", "ticker_idx": 0, "ts": "2026-04-15T19:34:41+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "They will be wrong.", "tweet_type": "prediction", "timeline": "quarters", "summary": "Pushes back on cyclical 'top' callers on Micron; believes the bearish thesis will prove wrong.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@Deenobrown123 I hear ya. I've been making rev/earning comparisons with other companies. It's getting very ridiculous but cyclical traders will call it \"top\" \n\nThey will be wrong.", "reply_text": null, "parent_text": "@TradexWhisperer Micron will make more profit than TSM in 2027 and about as much as them in 2026.   Micron’s market cap is about $500 billion and TSMs is about $2 trillion.  4x more market cap for the same profit, and falling behind on profit next year.", "quoted_text": null, "parent_author": "Deenobrown123", "ret_m1d": 0.02066938265502194, "ret_signed_m1d": 0.02066938265502194, "alpha_spy_m1d": 0.028498571989951316, "alpha_c_m1d": 0.022876888173785748, "bench_spy_m1d": -0.007829189334929376, "bench_c_m1d": -0.002207505518763808, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.00219187685141109, "ret_signed_p1d": 0.00219187685141109, "alpha_spy_p1d": -0.0002654707955265234, "alpha_c_p1d": -0.0017816061352748935, "bench_spy_p1d": 0.002457347646937613, "bench_c_p1d": 0.003973482986685983, "ret_p1w": 0.06849615160659939, "ret_signed_p1w": 0.06849615160659939, "alpha_spy_p1w": 0.05239470200054175, "alpha_c_p1w": 0.015891324736255763, "bench_spy_p1w": 0.01610144960605764, "bench_c_p1w": 0.052604826870343624, "ret_p1m": 0.7009183768686356, "ret_signed_p1m": 0.7009183768686356, "alpha_spy_p1m": 0.6320124534700751, "alpha_c_p1m": 0.42422957586318577, "bench_spy_p1m": 0.0689059233985605, "bench_c_p1m": 0.2766888010054498, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.2052, -0.2052, -0.2003, -0.1475, -0.1289, -0.1244, -0.1475, -0.1012, -0.0463, -0.0452, -0.091, -0.0408, -0.081, -0.1688, -0.1611, -0.1353, -0.1598, -0.1822, -0.101, -0.093, -0.0981, -0.0981, -0.1241, -0.0777, -0.0856, -0.0619, -0.0777, -0.0842, -0.0601, -0.0895, -0.0965, -0.0959, -0.1681, -0.1219, -0.1301, -0.1887, -0.147, -0.1168, -0.0827, -0.1119, -0.0664, -0.032, 0.0115, 0.0116, -0.0266, -0.0734, -0.1141, -0.1334, -0.1629, -0.2212, -0.2173, -0.2947, -0.2595, -0.1937, -0.1972, -0.1972, -0.172, -0.1724, -0.1085, -0.0761, -0.0781, -0.065, 0.0207, 0.0, 0.0022, -0.0025, -0.0171, -0.015, 0.0685, 0.0559, 0.0887, 0.1498, 0.1053, 0.1364, 0.1336, 0.1885, 0.2635, 0.4032, 0.4611, 0.4173, 0.6369, 0.7433, 0.6802, 0.7615, 0.7009, 0.5884, 0.4939, 0.5316, 0.6044, 0.6704, 0.6461, 0.6461, 0.9637, 1.035, 1.0242, 1.1283, 1.2697, 1.3324, 1.3663, 1.1831, 0.8938, 1.0807, 1.0514, 0.9549, 1.1828, 1.1516, 1.3847, 1.2374, 1.2865, 1.4856, 1.4856, 1.6552, 1.3054, 1.3054, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2036267112524816863", "ticker_idx": 0, "ts": "2026-03-24T02:21:26+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The fundamentals have never been better. This is what patience gets tested on.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish MU: 12 analysts raised targets post-earnings, fundamentals at best-ever, author frames macro uncertainty as a patience test for longs.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU 12 firms raised price targets by an average of $130.\n\nThe fundamentals have never been better. The macro has never been messier.\n\nThis is what patience gets tested on.", "reply_text": null, "parent_text": null, "quoted_text": "$MU 12 analysts walked into earnings. 12 walked out raising targets. https://t.co/UR2VwfjOlJ", "parent_author": null, "ret_m1d": 0.02229916207941396, "ret_signed_m1d": 0.02229916207941396, "alpha_spy_m1d": 0.01893104144613389, "alpha_c_m1d": 0.030484901749210924, "bench_spy_m1d": 0.0033681206332800695, "bench_c_m1d": -0.008185739669796965, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.033979723332987266, "ret_signed_p1d": -0.033979723332987266, "alpha_spy_p1d": -0.03955241157703582, "alpha_c_p1d": -0.04520654792787093, "bench_spy_p1d": 0.0055726882440485515, "bench_c_p1d": 0.011226824594883666, "ret_p1w": -0.14549614307983194, "ret_signed_p1w": -0.14549614307983194, "alpha_spy_p1w": -0.14114818339160418, "alpha_c_p1w": -0.11713758724907497, "bench_spy_p1w": -0.004347959688227765, "bench_c_p1w": -0.02835855583075697, "ret_p1m": 0.23299062892093847, "ret_signed_p1m": 0.23299062892093847, "alpha_spy_p1m": 0.1441482967259884, "alpha_c_p1m": 0.024571786584266064, "bench_spy_p1m": 0.08884233219495008, "bench_c_p1m": 0.2084188423366724, "ret_p3m": 1.8682181827725133, "ret_signed_p3m": 1.8682181827725133, "alpha_spy_p3m": 1.7220352643679337, "alpha_c_p3m": 1.1959000525436063, "bench_spy_p3m": 0.14618291840457953, "bench_c_p3m": 0.672318130228907, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.23299062892093847, "alpha_spy_stated": 0.1441482967259884, "alpha_c_stated": 0.024571786584266064, "price_path": [-0.2755, -0.2803, -0.2558, -0.2602, -0.2784, -0.2784, -0.2025, -0.2108, -0.1317, -0.1415, -0.1732, -0.1275, -0.1256, -0.1451, -0.1572, -0.1489, -0.0829, -0.0829, -0.0772, -0.0162, 0.0052, 0.0104, -0.0163, 0.0372, 0.1005, 0.1018, 0.0489, 0.1069, 0.0605, -0.0408, -0.032, -0.0021, -0.0304, -0.0563, 0.0374, 0.0466, 0.0408, 0.0408, 0.0107, 0.0643, 0.0552, 0.0825, 0.0643, 0.0568, 0.0846, 0.0506, 0.0426, 0.0433, -0.0401, 0.0132, 0.0038, -0.0638, -0.0157, 0.0192, 0.0586, 0.0248, 0.0774, 0.117, 0.1673, 0.1674, 0.1232, 0.0692, 0.0223, 0.0, -0.034, -0.1013, -0.0969, -0.1861, -0.1455, -0.0696, -0.0737, -0.0737, -0.0445, -0.045, 0.0287, 0.0661, 0.0638, 0.0789, 0.1778, 0.1539, 0.1565, 0.151, 0.1342, 0.1366, 0.233, 0.2184, 0.2564, 0.3268, 0.2755, 0.3113, 0.3081, 0.3714, 0.458, 0.6193, 0.686, 0.6355, 0.8889, 1.0116, 0.9389, 1.0326, 0.9628, 0.8329, 0.7238, 0.7673, 0.8514, 0.9276, 0.8995, 0.8995, 1.266, 1.3482, 1.3359, 1.456, 1.6191, 1.6914, 1.7306, 1.5192, 1.1854, 1.401, 1.3672, 1.2558, 1.5189, 1.4828, 1.7519, 1.5818, 1.6386, 1.8682, 1.8682, 2.064, 1.6603, 1.6603, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2033937673228791978", "ticker_idx": 0, "ts": "2026-03-17T16:05:04+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU benefits on both sides.", "tweet_type": "analysis", "timeline": "quarters", "summary": "Long MU and SNDK on NAND supercycle driven by AI inference demand; NAND most undersupplied link, prices up 55-60% QoQ into Q1 2026.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU $SNDK NAND >> HBM?\n\nEveryone is watching HBM. The smart money is watching NAND. \n\nThe cascade nobody modeled. AI inference can't be solved by HBM alone. The capacity demand spills over:\n\nHBM → Server DRAM → NAND\n\nEach layer tightens as hyperscalers vacuum up supply. And NAND is now the most undersupplied link in the chain.\n\nThe numbers:\n\nLate 2025: Some NAND types up 246% for certain buyers\n\nNov 2025: Contract prices up 20–65%+ MoM depending on segment\n\nQ1 2026: NAND contract prices revised to +55–60% QoQ (up from earlier +33–38% estimates)\n\nEnterprise SSDs: +53–58% QoQ, a new quarterly record.\n\nCertain Enterprise NAND product have higher margins than HBM. Unbelievable times.\n\n$MU benefits on both sides. $SNDK is the pure play.", "reply_text": null, "parent_text": null, "quoted_text": "$MU $SNDK $EWY Boom after Boom.\n\nIndependent research firm Growth Research said the dominance of the memory market is rapidly shifting from DRAM to NAND flash, and in particular, demand for a \"context warehouse\" for AI inference is expected to drive up contract prices by up to https://t.co/Kagxid43RG", "parent_author": null, "ret_m1d": -0.04308086630973251, "ret_signed_m1d": -0.04308086630973251, "alpha_spy_m1d": -0.04045722293057641, "alpha_c_m1d": -0.03562271417643936, "bench_spy_m1d": -0.0026236433791561042, "bench_c_m1d": -0.00745815213329315, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 8.669313309050963e-05, "ret_signed_p1d": 8.669313309050963e-05, "alpha_spy_p1d": 0.014040337648347667, "alpha_c_p1d": 0.008174758582560449, "bench_spy_p1d": -0.013953644515257158, "bench_c_p1d": -0.008088065449469939, "ret_p1w": -0.14329958296701462, "ret_signed_p1w": -0.14329958296701462, "alpha_spy_p1w": -0.11970636788698352, "alpha_c_p1w": -0.13752955546059475, "bench_spy_p1w": -0.023593215080031094, "bench_c_p1w": -0.005770027506419861, "ret_p1m": -0.011410958845228913, "ret_signed_p1m": -0.011410958845228913, "alpha_spy_p1m": -0.05771695641605823, "alpha_c_p1m": -0.15281388775760418, "bench_spy_p1m": 0.046305997570829316, "bench_c_p1m": 0.14140292891237527, "ret_p3m": 1.127016747777538, "ret_signed_p3m": 1.127016747777538, "alpha_spy_p3m": 1.0182110131930664, "alpha_c_p3m": 0.5649324544261685, "bench_spy_p3m": 0.10880573458447151, "bench_c_p3m": 0.5620842933513694, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": 1.127016747777538, "alpha_spy_stated": 1.0182110131930664, "alpha_c_stated": 0.5649324544261685, "price_path": [-0.4619, -0.4243, -0.4012, -0.4019, -0.3793, -0.3793, -0.3834, -0.3624, -0.3662, -0.3818, -0.3818, -0.3168, -0.3239, -0.2561, -0.2645, -0.2917, -0.2526, -0.2509, -0.2676, -0.278, -0.2709, -0.2143, -0.2143, -0.2094, -0.1572, -0.1389, -0.1344, -0.1572, -0.1114, -0.0572, -0.0561, -0.1014, -0.0517, -0.0915, -0.1782, -0.1707, -0.1451, -0.1694, -0.1916, -0.1112, -0.1034, -0.1084, -0.1084, -0.1341, -0.0882, -0.096, -0.0726, -0.0882, -0.0946, -0.0708, -0.0999, -0.1068, -0.1062, -0.1776, -0.132, -0.14, -0.1979, -0.1568, -0.1269, -0.0931, -0.122, -0.077, -0.0431, 0.0, 0.0001, -0.0377, -0.084, -0.1242, -0.1433, -0.1724, -0.2301, -0.2263, -0.3027, -0.2679, -0.2029, -0.2064, -0.2064, -0.1814, -0.1818, -0.1187, -0.0866, -0.0886, -0.0757, 0.009, -0.0114, -0.0092, -0.0139, -0.0283, -0.0263, 0.0563, 0.0438, 0.0763, 0.1367, 0.0927, 0.1234, 0.1206, 0.1749, 0.2491, 0.3872, 0.4444, 0.4012, 0.6182, 0.7234, 0.6611, 0.7414, 0.6815, 0.5702, 0.4768, 0.5141, 0.5861, 0.6514, 0.6273, 0.6273, 0.9413, 1.0117, 1.0011, 1.104, 1.2438, 1.3058, 1.3393, 1.1582, 0.8722, 1.057, 1.0279, 0.9326, 1.1579, 1.127, 1.3575, 1.2118, 1.2605, 1.4572, 1.4572, 1.6249, 1.279, 1.279, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2033937673228791978", "ticker_idx": 1, "ts": "2026-03-17T16:05:04+00:00", "symbol": "SNDK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$SNDK is the pure play.", "tweet_type": "analysis", "timeline": "quarters", "summary": "Long MU and SNDK on NAND supercycle driven by AI inference demand; NAND most undersupplied link, prices up 55-60% QoQ into Q1 2026.", "resolved_tickers": ["SNDK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU $SNDK NAND >> HBM?\n\nEveryone is watching HBM. The smart money is watching NAND. \n\nThe cascade nobody modeled. AI inference can't be solved by HBM alone. The capacity demand spills over:\n\nHBM → Server DRAM → NAND\n\nEach layer tightens as hyperscalers vacuum up supply. And NAND is now the most undersupplied link in the chain.\n\nThe numbers:\n\nLate 2025: Some NAND types up 246% for certain buyers\n\nNov 2025: Contract prices up 20–65%+ MoM depending on segment\n\nQ1 2026: NAND contract prices revised to +55–60% QoQ (up from earlier +33–38% estimates)\n\nEnterprise SSDs: +53–58% QoQ, a new quarterly record.\n\nCertain Enterprise NAND product have higher margins than HBM. Unbelievable times.\n\n$MU benefits on both sides. $SNDK is the pure play.", "reply_text": null, "parent_text": null, "quoted_text": "$MU $SNDK $EWY Boom after Boom.\n\nIndependent research firm Growth Research said the dominance of the memory market is rapidly shifting from DRAM to NAND flash, and in particular, demand for a \"context warehouse\" for AI inference is expected to drive up contract prices by up to https://t.co/Kagxid43RG", "parent_author": null, "ret_m1d": -0.022966769540306076, "ret_signed_m1d": -0.022966769540306076, "alpha_spy_m1d": -0.02034312616114997, "alpha_c_m1d": -0.017520331171843595, "bench_spy_m1d": -0.0026236433791561042, "bench_c_m1d": -0.005446438368462481, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.04654459409124212, "ret_signed_p1d": 0.04654459409124212, "alpha_spy_p1d": 0.06049823860649928, "alpha_c_p1d": 0.0578673893420566, "bench_spy_p1d": -0.013953644515257158, "bench_c_p1d": -0.011322795250814477, "ret_p1w": -0.02456364866794669, "ret_signed_p1w": -0.02456364866794669, "alpha_spy_p1w": -0.0009704335879155979, "alpha_c_p1w": -0.0014826587942705638, "bench_spy_p1w": -0.023593215080031094, "bench_c_p1w": -0.023080989873676128, "ret_p1m": 0.2382076341195829, "ret_signed_p1m": 0.2382076341195829, "alpha_spy_p1m": 0.19190163654875358, "alpha_c_p1m": 0.15975780934809913, "bench_spy_p1m": 0.046305997570829316, "bench_c_p1m": 0.07844982477148377, "ret_p3m": 1.7494897351657075, "ret_signed_p3m": 1.7494897351657075, "alpha_spy_p3m": 1.640684000581236, "alpha_c_p3m": 1.423491580461032, "bench_spy_p3m": 0.10880573458447151, "bench_c_p3m": 0.3259981547046755, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": 1.7494897351657075, "alpha_spy_stated": 1.640684000581236, "alpha_c_stated": 1.423491580461032, "price_path": [-0.6953, -0.6701, -0.6653, -0.6599, -0.6527, -0.6527, -0.6528, -0.6608, -0.6664, -0.6704, -0.6704, -0.6178, -0.6194, -0.5145, -0.5091, -0.5355, -0.4759, -0.4595, -0.4587, -0.4615, -0.4317, -0.4257, -0.4257, -0.3708, -0.3039, -0.3009, -0.3421, -0.3463, -0.3315, -0.2674, -0.2511, -0.1998, -0.0763, -0.0342, -0.1883, -0.1999, -0.1697, -0.1899, -0.2479, -0.1678, -0.1248, -0.13, -0.13, -0.1799, -0.1663, -0.1376, -0.0975, -0.0745, -0.1134, -0.1219, -0.0948, -0.1178, -0.1404, -0.2149, -0.1682, -0.2146, -0.2678, -0.1825, -0.1406, -0.0899, -0.1407, -0.0813, -0.023, 0.0, 0.0465, 0.0721, -0.0145, -0.0245, -0.0246, -0.0588, -0.1625, -0.1449, -0.205, -0.1178, -0.0381, -0.0258, -0.0258, 0.0062, -0.013, 0.0843, 0.1825, 0.1827, 0.3226, 0.3114, 0.2382, 0.2767, 0.2789, 0.2678, 0.2546, 0.3595, 0.2947, 0.3745, 0.486, 0.3918, 0.4777, 0.5226, 0.6482, 0.7438, 0.9528, 0.9578, 0.8606, 1.1694, 1.1489, 1.0162, 1.0096, 0.92, 0.9546, 0.851, 0.9208, 0.9337, 1.1415, 1.0533, 1.0533, 1.2072, 1.2077, 1.2795, 1.3536, 1.4459, 1.3833, 1.5431, 1.4434, 1.1652, 1.28, 1.2863, 1.2817, 1.6126, 1.7495, 1.9269, 1.7654, 1.7199, 2.0337, 2.0337, 2.1572, 1.7266, 1.7266, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2033801539132002692", "ticker_idx": 0, "ts": "2026-03-17T07:04:07+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The opportunity is a re-rate. If earnings keep proving this is structural and not cyclical, the PEG re-rates toward 1.0. PE expands gradually. Not overnight. The market needs more than a few solid quarters to let go of the ghost cycle narrative. But when it does, the multiple expansion alone is the trade. The earnings growth is the bonus. If bulls are right, Micron could run until 2030.", "tweet_type": "analysis", "timeline": "years", "summary": "Long MU: full memory stack transformation (DDR4, NAND, SOCAMM2, CXL, HBM4E) + structural re-rate from 0.60 PEG toward 1.0 as cyclicality narrative fades; bull case runs to 2030.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU Earnings tomorrow. Here's everything you need know and it's not HBM or DDR5 DRAM:\n\nYou've seen the massive DRAM price hikes over recent months. It's no secret, so it's reasonable to assume much of this upside is already priced in.\n\nI expect solid earnings. But will the market react warmly? Or is it baking in a monster 100–200% outlook beat that may not materialize?\n\nNo one truly knows until the call.\n\nThe real question is what may NOT be in the models yet.\n\nThis is a full memory stack transformation, not just HBM. Here's what I am looking at:\n\n---\n\nDDR4 PARADOX. Legacy suddenly gets pricier.\n\nSpot prices in early 2026 are 172% higher than contract prices. That scissors gap dwarfs even DDR5's 76% spot-to-contract premium.\n\nDDR4 is now nearly 100% MORE expensive than DDR5 in spot markets.\n\nThe old rule that legacy tech gets cheaper is broken.\n\nWhy? Manufacturers phased it out too fast to free up capacity for HBM and DDR5. Demand didn't follow the script.\n\nI'm hearing from my sources that DDR4 production could be extended 12 to 18 months.\n\nDDR4 right now is essentially pure margin. Tooling fully depreciated. R&D zero. Fabs already paid for. Every dollar of that $80 spot price hits the bottom line harder than any new product still amortizing billions in capex.\n\n---\n\nNAND >> HBM\n\nLate 2025: certain NAND types more than doubled or tripled in months. Some buyers like Kingston seeing 246% increases.\n\nInto 2026 it accelerated. NAND wafer spot prices up 25% in a single month. Q1 2026 contract prices up 55 to 60% QoQ. Client SSDs up 40%+. Some segments up 90%+.\n\nThis isn't a supply story. It's a demand overflow story.\n\nAI Inference buildout can't run on HBM alone. The capacity need spills over.\n\nHBM → Server DRAM → NAND.\n\nThe entire stack is filling up at once.\n\n---\n\nSOCAMM2. The product almost nobody is talking about.\n\nVs DDR5 RDIMM: 2.5x the bandwidth. One third the power. One third the footprint.\n\nDesigned for NVIDIA Vera Rubin NVL72 and standalone Vera CPU platforms. Up to 2TB of memory and 1.2 TB/s of bandwidth per CPU.\n\nMicron is first to market. 192GB already in high-volume production. 256GB samples shipped March 3, 2026.\n\nAllegedly pricing around $1.3 per Gb. Close to HBM3E levels.\n\nHas the market figured this out yet?\n\nEvery Vera Rubin NVL72 rack needs HBM4 on the GPU side AND SOCAMM2 on the CPU side.\n\nMicron is double-dipping on the same platform. Same customer. Same rack. Two products.\n\n---\n\nAgentic AI Inference. Not just Inference.\n\nEvery query loads the full model into memory for instant response. Large models demand hundreds of GB just idling. Scale that across millions of users, thousands of agents, and real-time apps.\n\nThat's an insatiable appetite for memory, bandwidth, and speed.\n\nNow add Agentic AI. And it gets worse.\n\nRegular AI answers a question and forgets everything.\n\nAgentic AI doesn't reset. It plans, reasons, remembers, and executes across hours or even days. An AI employee that never clocks out.\n\nNormal inference: memory needed for milliseconds.\n\nAgentic inference: memory needed for hours or days.\n\nHBM fills up. Demand spills to Server DRAM. Then NAND. The entire stack saturates at once.\n\nThe outlook? Microsoft, Google, every hyperscaler is building toward always-on agents embedded in enterprise workflows. The memory footprint isn't growing linearly.\n\nIt's compounding.\n\n---\n\nCXL. The endgame nobody is talking about.\n\nRight now every server has its own memory. Siloed. Capped. Expensive to scale.\n\nCXL breaks that. CPUs, GPUs, and accelerators across hundreds of servers sharing one giant memory pool simultaneously. Petabytes. Globally addressable. No copying.\n\nThe vision: a memory lake. Every server in a data center drinking from the same pool.\n\nRunning a large model is like reading an entire library at once. The bigger the model, the more pages the chip needs to hold in memory simultaneously. Today's architecture hits a wall fast.\n\nCXL removes that wall. More capacity than conventional DRAM. Higher bandwidth than NAND. Low latency for AI token generation.\n\n---\n\nCustom HBM4E. This is where it gets interesting.\n\nHBM4E is already the next leap beyond HBM4. Faster. Denser. Built on a TSMC base die connecting all the DRAM stacks above it.\n\nC-HBM4E takes it further.\n\nHistorically the memory controller lived on the GPU. Custom HBM4E moves it directly into the base die. Shorter signal paths. Tighter integration. The GPU and memory are essentially one unit now.\n\n2.5x performance uplift vs previous generations.\n\n2x better power efficiency.\n\nMore complex to build. More expensive. But for hyperscalers running AI at scale, performance per watt is everything.\n\nThis is not an incremental update. It's an architectural shift in how memory and compute work together.\n\n---\n\nValuation. Elevated trailing P/E but low PEG. What does it mean?\n\nTrailing P/E (TTM): ~40\n\nForward P/E: ~12\n\nPEG Ratio (5-year): 0.60\n\nThe market believes the earnings surge is real but temporary. Still pricing in cyclicality risk that may no longer apply.\n\nThe skepticism is baked into that 0.60 PEG. Micron has rarely sustained above ~40 trailing PE ratio.\n\nThe opportunity is a re-rate. If earnings keep proving this is structural and not cyclical, the PEG re-rates toward 1.0. PE expands gradually. Not overnight. The market needs more than a few solid quarters to let go of the ghost cycle narrative.\n\nBut when it does, the multiple expansion alone is the trade. The earnings growth is the bonus.\n\nIf bulls are right, Micron could run until 2030. Or at least until we reach AGI.", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": -0.04308086630973251, "ret_signed_m1d": -0.04308086630973251, "alpha_spy_m1d": -0.04045722293057641, "alpha_c_m1d": -0.03562271417643936, "bench_spy_m1d": -0.0026236433791561042, "bench_c_m1d": -0.00745815213329315, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 8.669313309050963e-05, "ret_signed_p1d": 8.669313309050963e-05, "alpha_spy_p1d": 0.014040337648347667, "alpha_c_p1d": 0.008174758582560449, "bench_spy_p1d": -0.013953644515257158, "bench_c_p1d": -0.008088065449469939, "ret_p1w": -0.14329958296701462, "ret_signed_p1w": -0.14329958296701462, "alpha_spy_p1w": -0.11970636788698352, "alpha_c_p1w": -0.13752955546059475, "bench_spy_p1w": -0.023593215080031094, "bench_c_p1w": -0.005770027506419861, "ret_p1m": -0.011410958845228913, "ret_signed_p1m": -0.011410958845228913, "alpha_spy_p1m": -0.05771695641605823, "alpha_c_p1m": -0.15281388775760418, "bench_spy_p1m": 0.046305997570829316, "bench_c_p1m": 0.14140292891237527, "ret_p3m": 1.127016747777538, "ret_signed_p3m": 1.127016747777538, "alpha_spy_p3m": 1.0182110131930664, "alpha_c_p3m": 0.5649324544261685, "bench_spy_p3m": 0.10880573458447151, "bench_c_p3m": 0.5620842933513694, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.4619, -0.4243, -0.4012, -0.4019, -0.3793, -0.3793, -0.3834, -0.3624, -0.3662, -0.3818, -0.3818, -0.3168, -0.3239, -0.2561, -0.2645, -0.2917, -0.2526, -0.2509, -0.2676, -0.278, -0.2709, -0.2143, -0.2143, -0.2094, -0.1572, -0.1389, -0.1344, -0.1572, -0.1114, -0.0572, -0.0561, -0.1014, -0.0517, -0.0915, -0.1782, -0.1707, -0.1451, -0.1694, -0.1916, -0.1112, -0.1034, -0.1084, -0.1084, -0.1341, -0.0882, -0.096, -0.0726, -0.0882, -0.0946, -0.0708, -0.0999, -0.1068, -0.1062, -0.1776, -0.132, -0.14, -0.1979, -0.1568, -0.1269, -0.0931, -0.122, -0.077, -0.0431, 0.0, 0.0001, -0.0377, -0.084, -0.1242, -0.1433, -0.1724, -0.2301, -0.2263, -0.3027, -0.2679, -0.2029, -0.2064, -0.2064, -0.1814, -0.1818, -0.1187, -0.0866, -0.0886, -0.0757, 0.009, -0.0114, -0.0092, -0.0139, -0.0283, -0.0263, 0.0563, 0.0438, 0.0763, 0.1367, 0.0927, 0.1234, 0.1206, 0.1749, 0.2491, 0.3872, 0.4444, 0.4012, 0.6182, 0.7234, 0.6611, 0.7414, 0.6815, 0.5702, 0.4768, 0.5141, 0.5861, 0.6514, 0.6273, 0.6273, 0.9413, 1.0117, 1.0011, 1.104, 1.2438, 1.3058, 1.3393, 1.1582, 0.8722, 1.057, 1.0279, 0.9326, 1.1579, 1.127, 1.3575, 1.2118, 1.2605, 1.4572, 1.4572, 1.6249, 1.279, 1.279, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2035216148594405649", "ticker_idx": 0, "ts": "2026-03-21T04:45:16+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "12 analysts walked into earnings. 12 walked out raising targets.", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Shares bullish signal: all 12 analysts raised MU targets post-earnings, atop prior 'Bargain of the Century' framing.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU 12 analysts walked into earnings. 12 walked out raising targets. https://t.co/UR2VwfjOlJ", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": 0.04587608576961788, "ret_signed_m1d": 0.04587608576961788, "alpha_spy_m1d": 0.05626697277273662, "alpha_c_m1d": 0.06279144596220554, "bench_spy_m1d": -0.010390887003118743, "bench_c_m1d": -0.01691536019258766, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.021812755900196712, "ret_signed_p1d": -0.021812755900196712, "alpha_spy_p1d": -0.018455941423019206, "alpha_c_p1d": -0.030066054927246122, "bench_spy_p1d": -0.0033568144771775055, "bench_c_p1d": 0.00825329902704941, "ret_p1w": -0.2038205167448306, "ret_signed_p1w": -0.2038205167448306, "alpha_spy_p1w": -0.168100768924211, "alpha_c_p1w": -0.13015435860051405, "bench_spy_p1w": -0.035719747820619596, "bench_c_p1w": -0.07366615814431654, "ret_p1m": 0.11183080685194713, "ret_signed_p1m": 0.11183080685194713, "alpha_spy_p1m": 0.037522725007372415, "alpha_c_p1m": -0.07546483157337813, "bench_spy_p1m": 0.07430808184457471, "bench_c_p1m": 0.18729563842532526, "ret_p3m": 1.8056544396831904, "ret_signed_p3m": 1.8056544396831904, "alpha_spy_p3m": 1.6633190446926047, "alpha_c_p3m": 1.119534167857148, "bench_spy_p3m": 0.14233539499058567, "bench_c_p3m": 0.6861202718260424, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.11183080685194713, "alpha_spy_stated": 0.037522725007372415, "alpha_c_stated": -0.07546483157337813, "price_path": [-0.2913, -0.2913, -0.296, -0.272, -0.2763, -0.2942, -0.2942, -0.2199, -0.228, -0.1507, -0.1603, -0.1912, -0.1466, -0.1446, -0.1638, -0.1756, -0.1675, -0.1029, -0.1029, -0.0973, -0.0377, -0.0167, -0.0116, -0.0377, 0.0146, 0.0765, 0.0778, 0.026, 0.0827, 0.0373, -0.0617, -0.0531, -0.0239, -0.0516, -0.0769, 0.0148, 0.0238, 0.0181, 0.0181, -0.0113, 0.0411, 0.0322, 0.0589, 0.0411, 0.0338, 0.061, 0.0277, 0.0198, 0.0206, -0.061, -0.0089, -0.0181, -0.0842, -0.0372, -0.0031, 0.0355, 0.0025, 0.0539, 0.0926, 0.1418, 0.1419, 0.0987, 0.0459, 0.0, -0.0218, -0.0551, -0.1209, -0.1166, -0.2038, -0.1641, -0.0899, -0.0939, -0.0939, -0.0654, -0.0658, 0.0063, 0.0429, 0.0406, 0.0554, 0.1521, 0.1288, 0.1313, 0.1259, 0.1095, 0.1118, 0.2061, 0.1918, 0.229, 0.2978, 0.2477, 0.2827, 0.2795, 0.3415, 0.4262, 0.5839, 0.6492, 0.5999, 0.8477, 0.9678, 0.8966, 0.9883, 0.92, 0.7929, 0.6862, 0.7288, 0.811, 0.8855, 0.8581, 0.8581, 1.2165, 1.297, 1.2849, 1.4024, 1.562, 1.6327, 1.671, 1.4642, 1.1377, 1.3487, 1.3155, 1.2066, 1.4639, 1.4286, 1.6918, 1.5255, 1.581, 1.8057, 1.8057, 1.9971, 1.6022, 1.6022, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2037781307326173455", "ticker_idx": 0, "ts": "2026-03-28T06:38:18+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU Micron inaugurates acquisition of PSMC P5 site in Taiwan. Includes 300k sqft cleanroom Plans to add second fab → Total ~570k sqft. Focus: leading-edge DRAM and HBM for AI demand", "tweet_type": "news_reaction", "timeline": "years", "summary": "Bullish MU on PSMC P5 acquisition expanding DRAM/HBM capacity for AI demand with first shipments in FY2028.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU Micron inaugurates acquisition of PSMC P5 site in Taiwan.\n\nIncludes 300k sqft cleanroom\nPlans to add second fab → Total ~570k sqft.\nFocus: leading-edge DRAM and HBM for AI demand\nFirst meaningful shipments targeted in fiscal 2028 https://t.co/7rUY03ocZy", "reply_text": null, "parent_text": null, "quoted_text": "\"We're very grateful to our existing supply chain, to Samsung, $TSM, $MU, and others. And we would like them to expand as quickly as they can. And we will buy all of their chips. I have said these exact words to them.\" \n\n@elonmusk \n\nBullish as hell https://t.co/t3obXCJFXl", "parent_author": null, "ret_m1d": 0.1096023022659065, "ret_signed_m1d": 0.1096023022659065, "alpha_spy_m1d": 0.10624769581851656, "alpha_c_m1d": 0.07727393975751706, "bench_spy_m1d": 0.0033546064473899406, "bench_c_m1d": 0.03232836250838944, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.04984465243436009, "ret_signed_p1d": 0.04984465243436009, "alpha_spy_p1d": 0.02077678664960292, "alpha_c_p1d": -0.0077229838645958004, "bench_spy_p1d": 0.029067865784757174, "bench_c_p1d": 0.05756763629895589, "ret_p1w": 0.17389690520640522, "ret_signed_p1w": 0.17389690520640522, "alpha_spy_p1w": 0.13123661369599482, "alpha_c_p1w": 0.08162864514609747, "bench_spy_p1w": 0.0426602915104104, "bench_c_p1w": 0.09226826006030775, "ret_p1m": 0.5670914470927786, "ret_signed_p1m": 0.5670914470927786, "alpha_spy_p1m": 0.44094623799752974, "alpha_c_p1m": 0.21214153092289, "bench_spy_p1m": 0.12614520909524884, "bench_c_p1m": 0.3549499161698886, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.1135, -0.1135, -0.0202, -0.0304, 0.0668, 0.0547, 0.0158, 0.0719, 0.0743, 0.0503, 0.0355, 0.0456, 0.1268, 0.1268, 0.1338, 0.2087, 0.235, 0.2414, 0.2086, 0.2743, 0.3521, 0.3537, 0.2887, 0.3599, 0.3029, 0.1785, 0.1893, 0.226, 0.1912, 0.1594, 0.2746, 0.2859, 0.2787, 0.2787, 0.2418, 0.3076, 0.2964, 0.33, 0.3076, 0.2984, 0.3326, 0.2908, 0.2809, 0.2818, 0.1794, 0.2449, 0.2333, 0.1502, 0.2093, 0.2521, 0.3005, 0.2591, 0.3237, 0.3723, 0.4341, 0.4342, 0.38, 0.3136, 0.256, 0.2286, 0.1869, 0.1041, 0.1096, 0.0, 0.0498, 0.1431, 0.1381, 0.1381, 0.1739, 0.1733, 0.2639, 0.3099, 0.307, 0.3255, 0.447, 0.4177, 0.4209, 0.4141, 0.3935, 0.3965, 0.5149, 0.497, 0.5436, 0.6301, 0.5671, 0.6111, 0.6071, 0.6849, 0.7913, 0.9894, 1.0714, 1.0094, 1.3207, 1.4715, 1.3822, 1.4973, 1.4115, 1.2519, 1.1179, 1.1713, 1.2747, 1.3682, 1.3337, 1.3337, 1.784, 1.8851, 1.8699, 2.0174, 2.2178, 2.3067, 2.3548, 2.0951, 1.6849, 1.9499, 1.9083, 1.7715, 2.0947, 2.0504, 2.381, 2.172, 2.2417, 2.5239, 2.5239, 2.7644, 2.2684, 2.2684, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2040233030179237971", "ticker_idx": 0, "ts": "2026-04-04T01:00:34+00:00", "symbol": "TSM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$TSM 2 Trillion Market Cap Incoming", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish TSM to $2T market cap on massive Arizona fab expansion plans tied to US-Taiwan investment deal.", "resolved_tickers": ["TSM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$TSM is planning a major expansion of its Arizona operations of 12 semiconductor fabrication plants (fabs) and four advanced packaging facilities, plus at least one R&D center, according to the reports by DigiTimes (citing unnamed supply chain sources), \n\nThis would involve building another Gigafab complex next to the existing Fab 21 site near Phoenix.\n\nThe plan is framed as part of a broader U.S.-Taiwan intergovernmental agreement under which Taiwanese companies (including TSMC) would invest around $500 billion in various U.S. high-tech sectors. \n\nKey Context from the Article and Related Reports:\n\nEarlier reports (early March 2026 and prior) had TSMC committing to $165 billion total for its Arizona campus, originally covering six fab modules at Fab 21, two advanced packaging facilities, and an R&D center on a large ~1,100-acre site.\n\nRumors have escalated over time: from plans for ~10 advanced fabs to the current claim of 12 fabs total (with an additional Gigafab cluster) and packaging increasing to four facilities. Some reports mention an extra $100 billion investment for further fabs.\n\nNo official confirmation from TSMC — the information remains unverified rumor/speculation. The article notes that some details \"do not add up\" and should be treated cautiously.\n\nMotivations appear tied to U.S. demand (especially AI/HPC), geopolitical diversification away from Taiwan, potential tariff avoidance through local production, and making more chips \"all-American\" (including packaging on U.S. soil).", "reply_text": null, "parent_text": null, "quoted_text": "$TSM 2 Trillion Market Cap Incoming", "parent_author": null, "ret_m1d": -0.007958737009657657, "ret_signed_m1d": -0.007958737009657657, "alpha_spy_m1d": -0.0032541298749992897, "alpha_c_m1d": 0.0012841630372231183, "bench_spy_m1d": -0.004704607134658367, "bench_c_m1d": -0.009242900046880775, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.010416708621884485, "ret_signed_p1d": 0.010416708621884485, "alpha_spy_p1d": 0.009976708057257255, "alpha_c_p1d": 0.0005172621816660339, "bench_spy_p1d": 0.0004400005646272298, "bench_c_p1d": 0.009899446440218451, "ret_p1w": 0.08137289466479092, "ret_signed_p1w": 0.08137289466479092, "alpha_spy_p1w": 0.04013941836687285, "alpha_c_p1w": -0.03822906512503721, "bench_spy_p1w": 0.04123347629791807, "bench_c_p1w": 0.11960195978982813, "ret_p1m": 0.15405553232914704, "ret_signed_p1m": 0.15405553232914704, "alpha_spy_p1m": 0.055653557174227375, "alpha_c_p1m": -0.1659353458453905, "bench_spy_p1m": 0.09840197515491966, "bench_c_p1m": 0.31999087817453753, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.15405553232914704, "alpha_spy_stated": 0.055653557174227375, "alpha_c_stated": -0.1659353458453905, "price_path": [-0.0702, -0.0721, -0.0557, -0.032, -0.0336, -0.0456, -0.0032, -0.0009, -0.0009, -0.0454, -0.0484, -0.0448, -0.0229, -0.0292, -0.0128, -0.0012, -0.0093, -0.0355, -0.004, -0.0203, -0.0496, -0.035, 0.0179, 0.037, 0.056, 0.0915, 0.074, 0.069, 0.069, 0.0627, 0.057, 0.0515, 0.0812, 0.0797, 0.1255, 0.1313, 0.0995, 0.093, 0.077, 0.0304, 0.0429, 0.0325, -0.0112, 0.0174, 0.0127, 0.0345, -0.0175, -0.0129, -0.0073, 0.0123, -0.0064, -0.0087, -0.0366, -0.0097, 0.0044, 0.0175, -0.0458, -0.0439, -0.0739, -0.0111, -0.0008, -0.008, -0.008, 0.0, 0.0104, 0.0706, 0.0694, 0.0844, 0.0814, 0.1116, 0.0976, 0.0632, 0.0841, 0.0716, 0.077, 0.1337, 0.1197, 0.1776, 0.185, 0.148, 0.1524, 0.1589, 0.1636, 0.1751, 0.1541, 0.2275, 0.2118, 0.2046, 0.1837, 0.1625, 0.1698, 0.2223, 0.1831, 0.1586, 0.1488, 0.1752, 0.1913, 0.1836, 0.1836, 0.2065, 0.2369, 0.2432, 0.2244, 0.2747, 0.307, 0.2778, 0.3018, 0.2148, 0.2488, 0.2521, 0.196, 0.2349, 0.2433, 0.2946, 0.2489, 0.2674, 0.3553, 0.3553, 0.3716, 0.2799, 0.2799, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2034780219434049845", "ticker_idx": 0, "ts": "2026-03-19T23:53:03+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Longer commitments mean smoother cycles, better visibility, and critically a path toward PE expansion as the PEG ratio moves closer to 1.0", "tweet_type": "analysis", "timeline": "years", "summary": "Multi-year memory contracts structurally reduce boom-bust cycles, enabling PE expansion for MU, Samsung, and SK Hynix.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "🚨 $MU Huge News for the Memory Industry\n\nMicron signed its first-ever 5-year Strategic Customer Agreement, moving well beyond the typical one-year deal. Samsung and SK Hynix are following suit, pursuing 3 to 5 year contracts with major tech firms. Longer commitments mean smoother cycles, better visibility, and critically a path toward PE expansion as the PEG ratio moves closer to 1.0.\n\nFor decades, memory has been defined by cycles but this may finally be changing. Multi-year commitments create revenue visibility that one-year deals simply can't. It marks a fundamental change in how memory is sold. Unlike traditional one-year arrangements, these multi-year commitments bring predictable revenue, improved operational stability, and a structural dampening of the boom-bust cycles that have historically kept PE multiples compressed.\n\nIt has begun", "reply_text": null, "parent_text": null, "quoted_text": "So what's up with Micron Technology $MU? Why did so many analysts lower the price targets but still rated it as Bullish? A bit contradicting isn't it? Well, here's the answer.\n\nThe DRAM spot prices have been mostly flat. 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{"unit_id": "quote:2034780219434049845", "ticker_idx": 1, "ts": "2026-03-19T23:53:03+00:00", "symbol": "005930.KS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Samsung and SK Hynix are following suit, pursuing 3 to 5 year contracts with major tech firms", "tweet_type": "analysis", "timeline": "years", "summary": "Multi-year memory contracts structurally reduce boom-bust cycles, enabling PE expansion for MU, Samsung, and SK Hynix.", "resolved_tickers": ["005930.KS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Consumer Electronics'", "bench_c_industry": "Consumer Electronics", "unit_kind": "quote", "lang": "en", "tweet_text": "🚨 $MU Huge News for the Memory Industry\n\nMicron signed its first-ever 5-year Strategic Customer Agreement, moving well beyond the typical one-year deal. Samsung and SK Hynix are following suit, pursuing 3 to 5 year contracts with major tech firms. Longer commitments mean smoother cycles, better visibility, and critically a path toward PE expansion as the PEG ratio moves closer to 1.0.\n\nFor decades, memory has been defined by cycles but this may finally be changing. Multi-year commitments create revenue visibility that one-year deals simply can't. It marks a fundamental change in how memory is sold. Unlike traditional one-year arrangements, these multi-year commitments bring predictable revenue, improved operational stability, and a structural dampening of the boom-bust cycles that have historically kept PE multiples compressed.\n\nIt has begun", "reply_text": null, "parent_text": null, "quoted_text": "So what's up with Micron Technology $MU? Why did so many analysts lower the price targets but still rated it as Bullish? A bit contradicting isn't it? Well, here's the answer.\n\nThe DRAM spot prices have been mostly flat. 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{"unit_id": "quote:2034780219434049845", "ticker_idx": 2, "ts": "2026-03-19T23:53:03+00:00", "symbol": "000660.KS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Samsung and SK Hynix are following suit, pursuing 3 to 5 year contracts with major tech firms", "tweet_type": "analysis", "timeline": "years", "summary": "Multi-year memory contracts structurally reduce boom-bust cycles, enabling PE expansion for MU, Samsung, and SK Hynix.", "resolved_tickers": ["000660.KS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "🚨 $MU Huge News for the Memory Industry\n\nMicron signed its first-ever 5-year Strategic Customer Agreement, moving well beyond the typical one-year deal. Samsung and SK Hynix are following suit, pursuing 3 to 5 year contracts with major tech firms. Longer commitments mean smoother cycles, better visibility, and critically a path toward PE expansion as the PEG ratio moves closer to 1.0.\n\nFor decades, memory has been defined by cycles but this may finally be changing. Multi-year commitments create revenue visibility that one-year deals simply can't. It marks a fundamental change in how memory is sold. Unlike traditional one-year arrangements, these multi-year commitments bring predictable revenue, improved operational stability, and a structural dampening of the boom-bust cycles that have historically kept PE multiples compressed.\n\nIt has begun", "reply_text": null, "parent_text": null, "quoted_text": "So what's up with Micron Technology $MU? Why did so many analysts lower the price targets but still rated it as Bullish? A bit contradicting isn't it? Well, here's the answer.\n\nThe DRAM spot prices have been mostly flat. 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{"unit_id": "quote:2038194705586933951", "ticker_idx": 0, "ts": "2026-03-29T10:01:00+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The next big wave is coming. We are so early.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish on MU/NVDA/TSM/SNDK on Agentic AI memory demand wave; author compares to calling the prior memory bottom.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU $NVDA $TSM $SNDK \n\nLow impressions on my Agentic AI post.\n\nSame thing happened when I called the memory bottom. The crowd is always quiet before the move. Every major call I've made started with low impressions.\n\nWe are so early. The next big wave is coming.", "reply_text": null, "parent_text": null, "quoted_text": "$MU $SNDK Agentic AI Inference (Not just Inference). What It Means for Memory.\n\nNormal inference: memory needed for milliseconds.\nAgentic inference: memory needed for hours or days.\n\nWhat is Agentic AI?\nRegular AI answers a question and forgets everything. Agentic AI doesn't https://t.co/hOVJTIVp04", "parent_author": null, "ret_m1d": 0.1096023022659065, "ret_signed_m1d": 0.1096023022659065, "alpha_spy_m1d": 0.10624769581851656, "alpha_c_m1d": 0.07727393975751706, "bench_spy_m1d": 0.0033546064473899406, "bench_c_m1d": 0.03232836250838944, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.04984465243436009, "ret_signed_p1d": 0.04984465243436009, "alpha_spy_p1d": 0.02077678664960292, "alpha_c_p1d": -0.0077229838645958004, "bench_spy_p1d": 0.029067865784757174, "bench_c_p1d": 0.05756763629895589, "ret_p1w": 0.17389690520640522, "ret_signed_p1w": 0.17389690520640522, "alpha_spy_p1w": 0.13123661369599482, "alpha_c_p1w": 0.08162864514609747, "bench_spy_p1w": 0.0426602915104104, "bench_c_p1w": 0.09226826006030775, "ret_p1m": 0.5670914470927786, "ret_signed_p1m": 0.5670914470927786, "alpha_spy_p1m": 0.44094623799752974, "alpha_c_p1m": 0.21214153092289, "bench_spy_p1m": 0.12614520909524884, "bench_c_p1m": 0.3549499161698886, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.5670914470927786, "alpha_spy_stated": 0.44094623799752974, "alpha_c_stated": 0.21214153092289, "price_path": [-0.1135, -0.1135, -0.0202, -0.0304, 0.0668, 0.0547, 0.0158, 0.0719, 0.0743, 0.0503, 0.0355, 0.0456, 0.1268, 0.1268, 0.1338, 0.2087, 0.235, 0.2414, 0.2086, 0.2743, 0.3521, 0.3537, 0.2887, 0.3599, 0.3029, 0.1785, 0.1893, 0.226, 0.1912, 0.1594, 0.2746, 0.2859, 0.2787, 0.2787, 0.2418, 0.3076, 0.2964, 0.33, 0.3076, 0.2984, 0.3326, 0.2908, 0.2809, 0.2818, 0.1794, 0.2449, 0.2333, 0.1502, 0.2093, 0.2521, 0.3005, 0.2591, 0.3237, 0.3723, 0.4341, 0.4342, 0.38, 0.3136, 0.256, 0.2286, 0.1869, 0.1041, 0.1096, 0.0, 0.0498, 0.1431, 0.1381, 0.1381, 0.1739, 0.1733, 0.2639, 0.3099, 0.307, 0.3255, 0.447, 0.4177, 0.4209, 0.4141, 0.3935, 0.3965, 0.5149, 0.497, 0.5436, 0.6301, 0.5671, 0.6111, 0.6071, 0.6849, 0.7913, 0.9894, 1.0714, 1.0094, 1.3207, 1.4715, 1.3822, 1.4973, 1.4115, 1.2519, 1.1179, 1.1713, 1.2747, 1.3682, 1.3337, 1.3337, 1.784, 1.8851, 1.8699, 2.0174, 2.2178, 2.3067, 2.3548, 2.0951, 1.6849, 1.9499, 1.9083, 1.7715, 2.0947, 2.0504, 2.381, 2.172, 2.2417, 2.5239, 2.5239, 2.7644, 2.2684, 2.2684, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2038194705586933951", "ticker_idx": 1, "ts": "2026-03-29T10:01:00+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU $NVDA $TSM $SNDK", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish on MU/NVDA/TSM/SNDK on Agentic AI memory demand wave; author compares to calling the prior memory bottom.", "resolved_tickers": ["NVDA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU $NVDA $TSM $SNDK \n\nLow impressions on my Agentic AI post.\n\nSame thing happened when I called the memory bottom. The crowd is always quiet before the move. Every major call I've made started with low impressions.\n\nWe are so early. The next big wave is coming.", "reply_text": null, "parent_text": null, "quoted_text": "$MU $SNDK Agentic AI Inference (Not just Inference). What It Means for Memory.\n\nNormal inference: memory needed for milliseconds.\nAgentic inference: memory needed for hours or days.\n\nWhat is Agentic AI?\nRegular AI answers a question and forgets everything. Agentic AI doesn't https://t.co/hOVJTIVp04", "parent_author": null, "ret_m1d": 0.014227736270322255, "ret_signed_m1d": 0.014227736270322255, "alpha_spy_m1d": 0.010873129822932315, "alpha_c_m1d": -0.018100626238067186, "bench_spy_m1d": 0.0033546064473899406, "bench_c_m1d": 0.03232836250838944, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05588180888236938, "ret_signed_p1d": 0.05588180888236938, "alpha_spy_p1d": 0.026813943097612203, "alpha_c_p1d": -0.0016858274165865161, "bench_spy_p1d": 0.029067865784757174, "bench_c_p1d": 0.05756763629895589, "ret_p1w": 0.0754979198999628, "ret_signed_p1w": 0.0754979198999628, "alpha_spy_p1w": 0.0328376283895524, "alpha_c_p1w": -0.016770340160344954, "bench_spy_p1w": 0.0426602915104104, "bench_c_p1w": 0.09226826006030775, "ret_p1m": 0.29060967556358785, "ret_signed_p1m": 0.29060967556358785, "alpha_spy_p1m": 0.164464466468339, "alpha_c_p1m": -0.06434024060630072, "bench_spy_p1m": 0.12614520909524884, "bench_c_p1m": 0.3549499161698886, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.29060967556358785, "alpha_spy_stated": 0.164464466468339, "alpha_c_stated": -0.06434024060630072, "price_path": [0.1291, 0.1291, 0.1433, 0.1389, 0.1336, 0.1449, 0.1202, 0.1191, 0.1196, 0.1249, 0.1087, 0.1324, 0.1274, 0.1274, 0.078, 0.1098, 0.119, 0.1362, 0.1289, 0.1413, 0.1595, 0.1655, 0.1571, 0.1237, 0.0918, 0.0546, 0.0406, 0.1225, 0.1505, 0.1414, 0.1506, 0.1317, 0.1067, 0.1067, 0.1198, 0.138, 0.1376, 0.1492, 0.1597, 0.1675, 0.1839, 0.1193, 0.0727, 0.1047, 0.09, 0.1081, 0.1099, 0.0765, 0.1058, 0.1186, 0.1263, 0.1088, 0.0913, 0.1093, 0.1015, 0.0922, 0.0811, 0.0456, 0.0634, 0.0607, 0.0818, 0.0368, 0.0142, 0.0, 0.0559, 0.0641, 0.074, 0.074, 0.0755, 0.0783, 0.1024, 0.1135, 0.142, 0.1462, 0.1897, 0.204, 0.2009, 0.221, 0.2233, 0.2101, 0.226, 0.2087, 0.2609, 0.3114, 0.2906, 0.2669, 0.2083, 0.2015, 0.2017, 0.1897, 0.2583, 0.2805, 0.3029, 0.3286, 0.3367, 0.3673, 0.4273, 0.3642, 0.346, 0.3357, 0.353, 0.329, 0.3037, 0.3037, 0.3008, 0.2872, 0.2971, 0.2783, 0.3584, 0.349, 0.3002, 0.3254, 0.2432, 0.2647, 0.2619, 0.2148, 0.2418, 0.2437, 0.2877, 0.2572, 0.2405, 0.2771, 0.2771, 0.2647, 0.2125, 0.2125, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
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{"unit_id": "quote:2041697171700117669", "ticker_idx": 0, "ts": "2026-04-08T01:58:33+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU $SNDK \"Sell-off is a Buying Opportunity\"", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Shares/endorses Mizuho Outperform on both MU and SNDK, framing the sell-off as a buying opportunity.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU $SNDK \"Sell-off is a Buying Opportunity\" \n\nDid you listen? Choose your notifications wisely. https://t.co/UOoXkY7LqM", "reply_text": null, "parent_text": null, "quoted_text": "$MU $SNDK Sell-off Is a \"Buying Opportunity\" Says Mizuho Financial Group\n\nAnalyst Vijay Rakesh maintained his Outperform ratings on both names. He set a $530 price target on Micron and $710 on Sandisk.\n\nRakesh pointed to the Jevons paradox. The 2025 launch of DeepSeek initially", "parent_author": null, "ret_m1d": -0.07166922436673195, "ret_signed_m1d": -0.07166922436673195, "alpha_spy_m1d": -0.046832178387664514, "alpha_c_m1d": -0.01723808183300668, "bench_spy_m1d": -0.02483704597906744, "bench_c_m1d": -0.054431142533725274, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03633859902163383, "ret_signed_p1d": 0.03633859902163383, "alpha_spy_p1d": 0.030569581322448247, "alpha_c_p1d": 0.018864883197773574, "bench_spy_p1d": 0.005769017699185586, "bench_c_p1d": 0.01747371582386026, "ret_p1w": 0.12170235454217293, "ret_signed_p1w": 0.12170235454217293, "alpha_spy_p1w": 0.0863035308670772, "alpha_c_p1w": 0.05057782598541438, "bench_spy_p1w": 0.035398823675095725, "bench_c_p1w": 0.07112452855675855, "ret_p1m": 0.5898261436738397, "ret_signed_p1m": 0.5898261436738397, "alpha_spy_p1m": 0.5076232536975849, "alpha_c_p1m": 0.3127525637113582, "bench_spy_p1m": 0.0822028899762548, "bench_c_p1m": 0.2770735799624815, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.5898261436738397, "alpha_spy_stated": 0.5076232536975849, "alpha_c_stated": 0.3127525637113582, "price_path": [-0.1519, -0.15, -0.169, -0.1808, -0.1727, -0.1085, -0.1085, -0.103, -0.0437, -0.0229, -0.0178, -0.0438, 0.0082, 0.0697, 0.071, 0.0196, 0.0759, 0.0308, -0.0676, -0.059, -0.03, -0.0575, -0.0827, 0.0085, 0.0174, 0.0117, 0.0117, -0.0175, 0.0345, 0.0257, 0.0523, 0.0346, 0.0273, 0.0543, 0.0213, 0.0134, 0.0142, -0.0669, -0.0151, -0.0242, -0.09, -0.0432, -0.0093, 0.029, -0.0038, 0.0473, 0.0858, 0.1346, 0.1347, 0.0918, 0.0393, -0.0063, -0.0279, -0.061, -0.1264, -0.1221, -0.2088, -0.1694, -0.0956, -0.0996, -0.0996, -0.0712, -0.0717, 0.0, 0.0363, 0.0341, 0.0488, 0.1449, 0.1217, 0.1242, 0.1189, 0.1025, 0.1049, 0.1985, 0.1844, 0.2213, 0.2897, 0.2399, 0.2747, 0.2715, 0.3331, 0.4173, 0.574, 0.6389, 0.5898, 0.8361, 0.9554, 0.8847, 0.9758, 0.9079, 0.7817, 0.6757, 0.7179, 0.7997, 0.8737, 0.8464, 0.8464, 1.2026, 1.2826, 1.2706, 1.3873, 1.5459, 1.6162, 1.6543, 1.4488, 1.1243, 1.3339, 1.301, 1.1928, 1.4485, 1.4134, 1.675, 1.5097, 1.5648, 1.7881, 1.7881, 1.9783, 1.5859, 1.5859, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2041697171700117669", "ticker_idx": 1, "ts": "2026-04-08T01:58:33+00:00", "symbol": "SNDK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU $SNDK \"Sell-off is a Buying Opportunity\"", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Shares/endorses Mizuho Outperform on both MU and SNDK, framing the sell-off as a buying opportunity.", "resolved_tickers": ["SNDK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU $SNDK \"Sell-off is a Buying Opportunity\" \n\nDid you listen? Choose your notifications wisely. https://t.co/UOoXkY7LqM", "reply_text": null, "parent_text": null, "quoted_text": "$MU $SNDK Sell-off Is a \"Buying Opportunity\" Says Mizuho Financial Group\n\nAnalyst Vijay Rakesh maintained his Outperform ratings on both names. He set a $530 price target on Micron and $710 on Sandisk.\n\nRakesh pointed to the Jevons paradox. The 2025 launch of DeepSeek initially", "parent_author": null, "ret_m1d": -0.08976826025033402, "ret_signed_m1d": -0.08976826025033402, "alpha_spy_m1d": -0.06493121427126658, "alpha_c_m1d": -0.0597025020514762, "bench_spy_m1d": -0.02483704597906744, "bench_c_m1d": -0.030065758198857817, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.09049811845400124, "ret_signed_p1d": 0.09049811845400124, "alpha_spy_p1d": 0.08472910075481566, "alpha_c_p1d": 0.0878162095222439, "bench_spy_p1d": 0.005769017699185586, "bench_c_p1d": 0.0026819089317573486, "ret_p1w": 0.1419131038857564, "ret_signed_p1w": 0.1419131038857564, "alpha_spy_p1w": 0.10651428021066067, "alpha_c_p1w": 0.08114663686895573, "bench_spy_p1w": 0.035398823675095725, "bench_c_p1w": 0.06076646701680066, "ret_p1m": 0.7159174273850488, "ret_signed_p1m": 0.7159174273850488, "alpha_spy_p1m": 0.633714537408794, "alpha_c_p1m": 0.5183028750802234, "bench_spy_p1m": 0.0822028899762548, "bench_c_p1m": 0.19761455230482539, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.7159174273850488, "alpha_spy_stated": 0.633714537408794, "alpha_c_stated": 0.5183028750802234, "price_path": [-0.5167, -0.5015, -0.5008, -0.5034, -0.4759, -0.4703, -0.4703, -0.4197, -0.3581, -0.3553, -0.3932, -0.3971, -0.3835, -0.3243, -0.3094, -0.2621, -0.1481, -0.1093, -0.2514, -0.2621, -0.2343, -0.2529, -0.3064, -0.2325, -0.1929, -0.1976, -0.1976, -0.2437, -0.2311, -0.2046, -0.1677, -0.1465, -0.1823, -0.1902, -0.1652, -0.1864, -0.2072, -0.276, -0.2329, -0.2757, -0.3247, -0.2461, -0.2075, -0.1607, -0.2076, -0.1527, -0.0989, -0.0778, -0.0348, -0.0113, -0.0912, -0.1004, -0.1004, -0.132, -0.2276, -0.2114, -0.2669, -0.1864, -0.1129, -0.1016, -0.1016, -0.0721, -0.0898, 0.0, 0.0905, 0.0908, 0.2197, 0.2095, 0.1419, 0.1774, 0.1794, 0.1692, 0.157, 0.2538, 0.194, 0.2676, 0.3705, 0.2836, 0.3628, 0.4042, 0.52, 0.6082, 0.8009, 0.8056, 0.7159, 1.0007, 0.9818, 0.8594, 0.8533, 0.7707, 0.8025, 0.707, 0.7714, 0.7833, 0.975, 0.8936, 0.8936, 1.0355, 1.036, 1.1022, 1.1705, 1.2556, 1.1979, 1.3454, 1.2534, 0.9968, 1.1027, 1.1085, 1.1043, 1.4094, 1.5357, 1.6993, 1.5503, 1.5084, 1.7977, 1.7977, 1.9117, 1.5145, 1.5145, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2038485406690222585", "ticker_idx": 0, "ts": "2026-03-30T05:16:08+00:00", "symbol": "META", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The platforms that win: $META Facebook + Instagram", "tweet_type": "analysis", "timeline": "years", "summary": "Distribution moat wins the AI content flood; long META, GOOGL, MSFT, AAPL, NFLX, SPOT, RDDT as the platform winners.", "resolved_tickers": ["META"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "original", "lang": "en", "tweet_text": "At some point in the AI revolution, distribution wins everything.\n\nAI will flood the world with content at a scale that makes today look like a prototype. Code. Apps. LLMs. Agents. Videos. Music. Articles. Books. Hundreds of magnitudes more than today.\n\nWhen everything is content, reach becomes the moat.\n\nThe platforms that win:\n$META Facebook + Instagram\n$GOOGL YouTube + Android\n$MSFT Enterprise + Personal\n$AAPL App Store + 2B devices\n$NFLX Pure content distribution\n$SPOT Audio and podcasts\n$RDDT Communities\nxAI", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.019874114925740205, "ret_signed_m1d": -0.019874114925740205, "alpha_spy_m1d": -0.023228721373130146, "alpha_c_m1d": -0.01135246493398745, "bench_spy_m1d": 0.0033546064473899406, "bench_c_m1d": -0.008521649991752756, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.06665043264096115, "ret_signed_p1d": 0.06665043264096115, "alpha_spy_p1d": 0.03758256685620398, "alpha_c_p1d": 0.03978866825349847, "bench_spy_p1d": 0.029067865784757174, "bench_c_p1d": 0.026861764387462683, "ret_p1w": 0.06830978849107039, "ret_signed_p1w": 0.06830978849107039, "alpha_spy_p1w": 0.02564949698065999, "alpha_c_p1w": 0.033111582704626885, "bench_spy_p1w": 0.0426602915104104, "bench_c_p1w": 0.035198205786443504, "ret_p1m": 0.25161262987457844, "ret_signed_p1m": 0.25161262987457844, "alpha_spy_p1m": 0.1254674207793296, "alpha_c_p1m": 0.1794563115549972, "bench_spy_p1m": 0.12614520909524884, "bench_c_p1m": 0.07215631831958125, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [0.2296, 0.2296, 0.2116, 0.2272, 0.2306, 0.2084, 0.2035, 0.2165, 0.1958, 0.1756, 0.1466, 0.1564, 0.1554, 0.1554, 0.1253, 0.1418, 0.2064, 0.2271, 0.2524, 0.2536, 0.2457, 0.3753, 0.3347, 0.3159, 0.2885, 0.2462, 0.2484, 0.2321, 0.2615, 0.2494, 0.2456, 0.2104, 0.1917, 0.1917, 0.1908, 0.1982, 0.2011, 0.2213, 0.187, 0.1909, 0.2177, 0.2238, 0.2074, 0.2174, 0.2203, 0.2438, 0.2305, 0.2012, 0.2059, 0.2184, 0.2198, 0.1888, 0.1432, 0.1698, 0.1609, 0.1478, 0.1311, 0.1068, 0.1262, 0.1054, 0.1091, 0.0208, -0.0199, 0.0, 0.0667, 0.0799, 0.071, 0.071, 0.0683, 0.0721, 0.1418, 0.1715, 0.1743, 0.183, 0.2351, 0.2521, 0.2619, 0.2837, 0.2508, 0.247, 0.2579, 0.2289, 0.2585, 0.2652, 0.2516, 0.2475, 0.1408, 0.1349, 0.138, 0.1279, 0.1426, 0.1499, 0.1366, 0.1165, 0.1242, 0.1496, 0.153, 0.1451, 0.1395, 0.1235, 0.128, 0.1324, 0.1377, 0.1377, 0.1416, 0.1843, 0.1844, 0.1792, 0.1195, 0.1142, 0.1615, 0.17, 0.1056, 0.0914, 0.0899, 0.0645, 0.0598, 0.057, 0.1075, 0.12, 0.0591, 0.0771, 0.0771, 0.0522, 0.0491, 0.0491, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
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{"unit_id": "orig:2038485406690222585", "ticker_idx": 6, "ts": "2026-03-30T05:16:08+00:00", "symbol": "RDDT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$RDDT Communities", "tweet_type": "analysis", "timeline": "years", "summary": "Distribution moat wins the AI content flood; long META, GOOGL, MSFT, AAPL, NFLX, SPOT, RDDT as the platform winners.", "resolved_tickers": ["RDDT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "original", "lang": "en", "tweet_text": "At some point in the AI revolution, distribution wins everything.\n\nAI will flood the world with content at a scale that makes today look like a prototype. Code. Apps. LLMs. Agents. Videos. Music. Articles. Books. Hundreds of magnitudes more than today.\n\nWhen everything is content, reach becomes the moat.\n\nThe platforms that win:\n$META Facebook + Instagram\n$GOOGL YouTube + Android\n$MSFT Enterprise + Personal\n$AAPL App Store + 2B devices\n$NFLX Pure content distribution\n$SPOT Audio and podcasts\n$RDDT Communities\nxAI", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.01844840865380981, "ret_signed_m1d": -0.01844840865380981, "alpha_spy_m1d": -0.021803015101199752, "alpha_c_m1d": -0.009926758662057056, "bench_spy_m1d": 0.0033546064473899406, "bench_c_m1d": -0.008521649991752756, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.08474983385030832, "ret_signed_p1d": 0.08474983385030832, "alpha_spy_p1d": 0.055681968065551146, "alpha_c_p1d": 0.05788806946284564, "bench_spy_p1d": 0.029067865784757174, "bench_c_p1d": 0.026861764387462683, "ret_p1w": 0.11447675339476726, "ret_signed_p1w": 0.11447675339476726, "alpha_spy_p1w": 0.07181646188435686, "alpha_c_p1w": 0.07927854760832376, "bench_spy_p1w": 0.0426602915104104, "bench_c_p1w": 0.035198205786443504, "ret_p1m": 0.19173443928927458, "ret_signed_p1m": 0.19173443928927458, "alpha_spy_p1m": 0.06558923019402574, "alpha_c_p1m": 0.11957812096969334, "bench_spy_p1m": 0.12614520909524884, "bench_c_p1m": 0.07215631831958125, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [0.8518, 0.8518, 0.9487, 0.9661, 1.0447, 1.0583, 1.0458, 0.9702, 0.9658, 1.086, 1.0332, 0.8428, 0.861, 0.861, 0.8155, 0.6928, 0.7283, 0.7633, 0.721, 0.5814, 0.5559, 0.5311, 0.4523, 0.4271, 0.3326, 0.2301, 0.2169, 0.1265, 0.1419, 0.2082, 0.1221, 0.0559, 0.125, 0.125, 0.1216, 0.1879, 0.1772, 0.2098, 0.1477, 0.1446, 0.2058, 0.2185, 0.1747, 0.1851, 0.1737, 0.1866, 0.1628, 0.1229, 0.1187, 0.0806, 0.1046, 0.0654, 0.0663, 0.1278, 0.1627, 0.1503, 0.1127, 0.1266, 0.1356, 0.0966, 0.1249, 0.0252, -0.0184, 0.0, 0.0847, 0.0971, 0.0956, 0.0956, 0.1145, 0.137, 0.1681, 0.1148, 0.1257, 0.2032, 0.245, 0.2767, 0.3087, 0.3196, 0.3396, 0.2634, 0.3237, 0.2323, 0.2478, 0.2907, 0.1917, 0.1903, 0.1861, 0.3412, 0.362, 0.3827, 0.3418, 0.3208, 0.2551, 0.285, 0.2273, 0.2416, 0.2592, 0.2742, 0.2818, 0.2477, 0.182, 0.2087, 0.1413, 0.1413, 0.1652, 0.2422, 0.3509, 0.4179, 0.4328, 0.3625, 0.3654, 0.4816, 0.3973, 0.3786, 0.4349, 0.3873, 0.3958, 0.3059, 0.4652, 0.413, 0.3369, 0.4095, 0.4095, 0.3731, 0.3343, 0.3343, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2043859405771551026", "ticker_idx": 0, "ts": "2026-04-14T01:10:30+00:00", "symbol": "SNDK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$SNDK gets a Street-high $1,250 price target, with a bull-case of $3,000 from Bernstein", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Multiple analyst upgrades/PT raises on SNDK; bullish NAND thesis across MU and SNDK as AI inference demand cascades from HBM into NAND.", "resolved_tickers": ["SNDK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "quote", "lang": "en", "tweet_text": "$SNDK gets a Street-high $1,250 price target, with a bull-case of $3,000 from Bernstein\n\nEvercore ISI initiated coverage with an Outperform rating and a price target of $1,200\n\nJefferies raises the price target to $1,000 from $700\n\nCiti raised the price target to $980 from $875 https://t.co/lHXcGWbIto", "reply_text": null, "parent_text": null, "quoted_text": "$MU $SNDK NAND >> HBM?\n\nEveryone is watching HBM. The smart money is watching NAND. \n\nThe cascade nobody modeled. AI inference can't be solved by HBM alone. The capacity demand spills over:\n\nHBM → Server DRAM → NAND\n\nEach layer tightens as hyperscalers vacuum up supply. And https://t.co/yjopADzKWb", "parent_author": null, "ret_m1d": 0.008512777502800883, "ret_signed_m1d": 0.008512777502800883, "alpha_spy_m1d": 0.020550970805420787, "alpha_c_m1d": 0.024262403503784613, "bench_spy_m1d": -0.012038193302619904, "bench_c_m1d": -0.01574962600098373, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.055841486185275735, "ret_signed_p1d": -0.055841486185275735, "alpha_spy_p1d": -0.06373245541231964, "alpha_c_p1d": -0.071793924105363, "bench_spy_p1d": 0.007890969227043909, "bench_c_p1d": 0.01595243792008727, "ret_p1w": -0.04337931811312534, "ret_signed_p1w": -0.04337931811312534, "alpha_spy_p1w": -0.057231800790582876, "alpha_c_p1w": -0.08900590729269642, "bench_spy_p1w": 0.013852482677457534, "bench_c_p1w": 0.045626589179571075, "ret_p1m": 0.5323358816670483, "ret_signed_p1m": 0.5323358816670483, "alpha_spy_p1m": 0.46343350647235804, "alpha_c_p1m": 0.3369187494916086, "bench_spy_p1m": 0.06890237519469022, "bench_c_p1m": 0.19541713217543966, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.5323358816670483, "alpha_spy_stated": 0.46343350647235804, "alpha_c_stated": 0.3369187494916086, "price_path": [-0.5667, -0.5621, -0.5621, -0.5202, -0.4692, -0.467, -0.4983, -0.5015, -0.4903, -0.4413, -0.429, -0.3899, -0.2956, -0.2636, -0.3811, -0.3899, -0.3669, -0.3823, -0.4265, -0.3654, -0.3326, -0.3366, -0.3366, -0.3747, -0.3643, -0.3424, -0.3118, -0.2943, -0.3239, -0.3304, -0.3098, -0.3273, -0.3445, -0.4013, -0.3657, -0.4011, -0.4417, -0.3766, -0.3447, -0.306, -0.3448, -0.2995, -0.255, -0.2375, -0.202, -0.1825, -0.2486, -0.2562, -0.2562, -0.2823, -0.3614, -0.348, -0.3938, -0.3273, -0.2665, -0.2572, -0.2572, -0.2328, -0.2474, -0.1732, -0.0984, -0.0981, 0.0085, 0.0, -0.0558, -0.0265, -0.0249, -0.0333, -0.0434, 0.0366, -0.0127, 0.0481, 0.1331, 0.0613, 0.1268, 0.161, 0.2568, 0.3297, 0.489, 0.4929, 0.4188, 0.6542, 0.6386, 0.5374, 0.5323, 0.464, 0.4904, 0.4114, 0.4646, 0.4745, 0.6329, 0.5656, 0.5656, 0.683, 0.6834, 0.7382, 0.7947, 0.865, 0.8173, 0.9392, 0.8632, 0.651, 0.7386, 0.7434, 0.7399, 0.9922, 1.0965, 1.2318, 1.1087, 1.074, 1.3132, 1.3132, 1.4074, 1.0791, 1.0791, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2043859405771551026", "ticker_idx": 1, "ts": "2026-04-14T01:10:30+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU $SNDK NAND >> HBM? Everyone is watching HBM. The smart money is watching NAND.", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Multiple analyst upgrades/PT raises on SNDK; bullish NAND thesis across MU and SNDK as AI inference demand cascades from HBM into NAND.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$SNDK gets a Street-high $1,250 price target, with a bull-case of $3,000 from Bernstein\n\nEvercore ISI initiated coverage with an Outperform rating and a price target of $1,200\n\nJefferies raises the price target to $1,000 from $700\n\nCiti raised the price target to $980 from $875 https://t.co/lHXcGWbIto", "reply_text": null, "parent_text": null, "quoted_text": "$MU $SNDK NAND >> HBM?\n\nEveryone is watching HBM. The smart money is watching NAND. \n\nThe cascade nobody modeled. AI inference can't be solved by HBM alone. The capacity demand spills over:\n\nHBM → Server DRAM → NAND\n\nEach layer tightens as hyperscalers vacuum up supply. And https://t.co/yjopADzKWb", "parent_author": null, "ret_m1d": -0.08396685520770475, "ret_signed_m1d": -0.08396685520770475, "alpha_spy_m1d": -0.07192866190508485, "alpha_c_m1d": -0.06480755507029468, "bench_spy_m1d": -0.012038193302619904, "bench_c_m1d": -0.019159300137410074, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.020250810895547366, "ret_signed_p1d": -0.020250810895547366, "alpha_spy_p1d": -0.028141780122591276, "alpha_c_p1d": -0.0224632002760784, "bench_spy_p1d": 0.007890969227043909, "bench_c_p1d": 0.0022123893805310324, "ret_p1w": -0.03496112754212388, "ret_signed_p1w": -0.03496112754212388, "alpha_spy_p1w": -0.048813610219581416, "alpha_c_p1w": -0.06296998520165797, "bench_spy_p1w": 0.013852482677457534, "bench_c_p1w": 0.028008857659534092, "ret_p1m": 0.7257870518463934, "ret_signed_p1m": 0.7257870518463934, "alpha_spy_p1m": 0.6568846766517031, "alpha_c_p1m": 0.459282578455561, "bench_spy_p1m": 0.06890237519469022, "bench_c_p1m": 0.2665044733908324, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.7257870518463934, "alpha_spy_stated": 0.6568846766517031, "alpha_c_stated": 0.459282578455561, "price_path": [-0.2774, -0.2213, -0.2213, -0.2165, -0.1647, -0.1466, -0.1421, -0.1648, -0.1194, -0.0656, -0.0645, -0.1094, -0.0602, -0.0996, -0.1856, -0.1781, -0.1528, -0.1768, -0.1988, -0.1192, -0.1114, -0.1163, -0.1163, -0.1418, -0.0964, -0.1041, -0.0809, -0.0964, -0.1027, -0.0791, -0.108, -0.1148, -0.1142, -0.185, -0.1397, -0.1477, -0.2051, -0.1643, -0.1347, -0.1012, -0.1299, -0.0853, -0.0516, -0.0089, -0.0089, -0.0463, -0.0922, -0.132, -0.151, -0.1798, -0.237, -0.2332, -0.3089, -0.2745, -0.21, -0.2135, -0.2135, -0.1888, -0.1892, -0.1266, -0.0948, -0.0968, -0.084, 0.0, -0.0203, -0.0181, -0.0227, -0.037, -0.035, 0.0469, 0.0345, 0.0667, 0.1265, 0.083, 0.1134, 0.1106, 0.1644, 0.2379, 0.3748, 0.4315, 0.3886, 0.6038, 0.708, 0.6462, 0.7258, 0.6665, 0.5562, 0.4636, 0.5005, 0.5719, 0.6366, 0.6128, 0.6128, 0.9239, 0.9938, 0.9832, 1.0852, 1.2237, 1.2851, 1.3184, 1.1389, 0.8555, 1.0386, 1.0098, 0.9153, 1.1386, 1.108, 1.3364, 1.1921, 1.2402, 1.4352, 1.4352, 1.6014, 1.2587, 1.2587, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2051918243124969669", "ticker_idx": 0, "ts": "2026-05-06T06:53:26+00:00", "symbol": "SNDK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$SNDK From $200 to $1500", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish SNDK with implied target of $1500 from $200, citing extraordinary blue candle signal.", "resolved_tickers": ["SNDK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "quote", "lang": "en", "tweet_text": "$SNDK From $200 to $1500\n\nThis is the craziest BLUE candle signal I've ever shared.\n\nWhat a journey. Now, be wise and turn your notifications on. https://t.co/8WwnaEmuMU", "reply_text": null, "parent_text": null, "quoted_text": "🟦 $SNDK (W) BLUE-GREEN Candles. Bulls are building momentum 💰💷\n\n250+ Daily BLUE Candle Alerts. Free Trial:\nhttps://t.co/ZQDP5HCFyq https://t.co/anyyqaVM5n", "parent_author": null, "ret_m1d": -0.0025958057776612753, "ret_signed_m1d": -0.0025958057776612753, "alpha_spy_m1d": 0.011113049062361102, "alpha_c_m1d": 0.023281982846857674, "bench_spy_m1d": -0.013708854840022378, "bench_c_m1d": -0.02587778862451895, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.049660293409252376, "ret_signed_p1d": -0.049660293409252376, "alpha_spy_p1d": -0.046594210990181795, "alpha_c_p1d": -0.04766070940897926, "bench_spy_p1d": -0.0030660824190705815, "bench_c_p1d": -0.0019995840002731136, "ret_p1w": 0.02641881481722619, "ret_signed_p1w": 0.02641881481722619, "alpha_spy_p1w": 0.014863030445815939, "alpha_c_p1w": -0.013691824937343, "bench_spy_p1w": 0.01155578437141025, "bench_c_p1w": 0.04011063975456919, "ret_p1m": 0.2480177577598861, "ret_signed_p1m": 0.2480177577598861, "alpha_spy_p1m": 0.21632100814580446, "alpha_c_p1m": 0.11192412098335391, "bench_spy_p1m": 0.03169674961408164, "bench_c_p1m": 0.1360936367765322, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.2480177577598861, "alpha_spy_stated": 0.21632100814580446, "alpha_c_stated": 0.11192412098335391, "price_path": [-0.5759, -0.5862, -0.6159, -0.5749, -0.553, -0.5556, -0.5556, -0.5811, -0.5742, -0.5595, -0.539, -0.5273, -0.5471, -0.5515, -0.5377, -0.5494, -0.5609, -0.599, -0.5751, -0.5989, -0.626, -0.5825, -0.5611, -0.5351, -0.5611, -0.5308, -0.501, -0.4892, -0.4655, -0.4524, -0.4967, -0.5018, -0.5018, -0.5192, -0.5722, -0.5632, -0.594, -0.5494, -0.5087, -0.5024, -0.5024, -0.4861, -0.4959, -0.4462, -0.396, -0.3959, -0.3245, -0.3302, -0.3676, -0.3479, -0.3468, -0.3525, -0.3592, -0.3056, -0.3387, -0.2979, -0.241, -0.2891, -0.2452, -0.2223, -0.1581, -0.1093, -0.0026, 0.0, -0.0497, 0.1081, 0.0976, 0.0298, 0.0264, -0.0193, -0.0017, -0.0546, -0.0189, -0.0124, 0.0938, 0.0487, 0.0487, 0.1274, 0.1276, 0.1643, 0.2021, 0.2493, 0.2173, 0.299, 0.248, 0.1059, 0.1646, 0.1678, 0.1654, 0.3344, 0.4043, 0.495, 0.4125, 0.3892, 0.5495, 0.5495, 0.6126, 0.3926, 0.3926, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2043549051585778140", "ticker_idx": 0, "ts": "2026-04-13T04:37:15+00:00", "symbol": "TSM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$TSM 80% CAGR. That is how fast TSMC CoWoS capacity is growing and that's not a typo. Advanced 2.5D/3D packaging is Moore's Law going 3D. The most critical bottleneck nobody is talking about.", "tweet_type": "analysis", "timeline": "years", "summary": "Long TSM on 80% CAGR CoWoS capacity growth; 2.5D/3D packaging is the critical bottleneck and TSMC wins regardless of which chipmaker leads.", "resolved_tickers": ["TSM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$TSM 80% CAGR. That is how fast TSMC CoWoS capacity is growing and that's not a typo.\n\nAdvanced 2.5D/3D packaging is Moore's Law going 3D. The most critical bottleneck nobody is talking about.\n\nGive it 15 minutes if you want to learn why. You will not regret it. https://t.co/BJ1sBKUBdQ", "reply_text": null, "parent_text": null, "quoted_text": "If $NVDA wins, $TSM wins\nIf $AVGO wins, $TSM wins\nIf $MU HBM wins, $TSM wins\nIf $SNDK HBF wins, $TSM wins\nIf $AMD AI chips win, $TSM wins\nIf $QCOM silicon win, $TSM wins\nIf $AAPL silicon win, $TSM wins\nIf hyperscalers ASIC wins, $TSM wins\n\nIs that clear enough? TSMC All In", "parent_author": null, "ret_m1d": 0.0027870074730735883, "ret_signed_m1d": 0.0027870074730735883, "alpha_spy_m1d": 0.012464878238046317, "alpha_c_m1d": 0.017358197774962503, "bench_spy_m1d": -0.00967787076497273, "bench_c_m1d": -0.014571190301888914, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.027924371383809765, "ret_signed_p1d": 0.027924371383809765, "alpha_spy_p1d": 0.015739494173969026, "alpha_c_p1d": 0.008390822113174767, "bench_spy_p1d": 0.012184877209840739, "bench_c_p1d": 0.019533549270634998, "ret_p1w": -0.009010513023913092, "ret_signed_p1w": -0.009010513023913092, "alpha_spy_p1w": -0.04197940033277381, "alpha_c_p1w": -0.05552108118269472, "bench_spy_p1w": 0.03296888730886072, "bench_c_p1w": 0.04651056815878163, "ret_p1m": 0.07497904281622181, "ret_signed_p1m": 0.07497904281622181, "alpha_spy_p1m": -0.0009282497639790943, "alpha_c_p1m": -0.19097937428144185, "bench_spy_p1m": 0.0759072925802009, "bench_c_p1m": 0.26595841709766366, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.1174, -0.0782, -0.0761, -0.0761, -0.1172, -0.12, -0.1167, -0.0964, -0.1023, -0.0871, -0.0764, -0.0838, -0.1081, -0.0789, -0.0941, -0.1211, -0.1076, -0.0587, -0.041, -0.0235, 0.0094, -0.0068, -0.0115, -0.0115, -0.0173, -0.0225, -0.0276, -0.0002, -0.0015, 0.0408, 0.0462, 0.0167, 0.0107, -0.0041, -0.0472, -0.0355, -0.0452, -0.0856, -0.0591, -0.0635, -0.0433, -0.0915, -0.0872, -0.082, -0.0638, -0.0812, -0.0833, -0.1091, -0.0842, -0.0712, -0.059, -0.1176, -0.1159, -0.1436, -0.0856, -0.076, -0.0826, -0.0826, -0.0752, -0.0656, -0.0099, -0.011, 0.0028, 0.0, 0.0279, 0.015, -0.0168, 0.0025, -0.009, -0.004, 0.0484, 0.0354, 0.089, 0.0958, 0.0616, 0.0656, 0.0717, 0.076, 0.0867, 0.0672, 0.1351, 0.1206, 0.1139, 0.0946, 0.075, 0.0818, 0.1303, 0.0941, 0.0714, 0.0623, 0.0867, 0.1017, 0.0946, 0.0946, 0.1157, 0.1438, 0.1496, 0.1323, 0.1787, 0.2087, 0.1816, 0.2039, 0.1234, 0.1549, 0.1579, 0.106, 0.142, 0.1498, 0.1972, 0.1549, 0.1721, 0.2534, 0.2534, 0.2684, 0.1836, 0.1836, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2052575472899564017", "ticker_idx": 0, "ts": "2026-05-08T02:25:02+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Oh you think memory peaked? Are you a fucking idiot?", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Strongly bullish on memory (MU, SNDK, HBM): AI cognitive capacity demands ever-more HBM, memory demand is far from peaked.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "Oh you think memory peaked? Are you a fucking idiot?\n\nThe industry stopped caring about storing pictures and videos. It only cares about one thing now. Cognitive capacity of AIs to GENERATE them.\n\nMore HBM = more context = less forgetting. The less you forget, the higher the cognitive ability and accuracy.\n\nJust like companies hire the smartest and most talented people to win (especially the ones who don't forget), the entire industry will do the same with AI and that includes not forgetting the details of the discussions I had a week or a month ago. So good luck with current state of AIs. Sometimes they barely recall something from 30 minutes ago.\n\nIf you believe we are at the peak of Artificial Intelligence, congratulations. You and a poorly equipped AIs have the same diagnosis. Memory and cognitive capacity deficiency.\n\n$MU $SNDK $DRAM", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.1341438826519208, "ret_signed_m1d": -0.1341438826519208, "alpha_spy_m1d": -0.12595539062529948, "alpha_c_m1d": -0.0874746210519386, "bench_spy_m1d": -0.008188492026621308, "bench_c_m1d": -0.04666926159998219, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.06496969736595304, "ret_signed_p1d": 0.06496969736595304, "alpha_spy_p1d": 0.06269213432356557, "alpha_c_p1d": 0.047724630980225724, "bench_spy_p1d": 0.002277563042387465, "bench_c_p1d": 0.017245066385727315, "ret_p1w": -0.02965951779766396, "ret_signed_p1w": -0.02965951779766396, "alpha_spy_p1w": -0.031760875409074796, "alpha_c_p1w": -0.011655578856954785, "bench_spy_p1w": 0.0021013576114108368, "bench_c_p1w": -0.018003938940709174, "ret_p1m": 0.2711131779169784, "ret_signed_p1m": 0.2711131779169784, "alpha_spy_p1m": 0.26894412556372327, "alpha_c_p1m": 0.21530070864113604, "bench_spy_p1m": 0.002169052353255152, "bench_c_p1m": 0.05581246927584238, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.2711131779169784, "alpha_spy_stated": 0.26894412556372327, "alpha_c_stated": 0.21530070864113604, "price_path": [-0.5004, -0.4508, -0.4459, -0.449, -0.449, -0.4649, -0.4366, -0.4414, -0.4269, -0.4365, -0.4405, -0.4258, -0.4438, -0.4481, -0.4477, -0.4918, -0.4636, -0.4686, -0.5044, -0.4789, -0.4605, -0.4396, -0.4575, -0.4296, -0.4087, -0.382, -0.382, -0.4054, -0.434, -0.4588, -0.4706, -0.4886, -0.5242, -0.5219, -0.5691, -0.5476, -0.5074, -0.5096, -0.5096, -0.4942, -0.4944, -0.4554, -0.4356, -0.4368, -0.4288, -0.3765, -0.3891, -0.3878, -0.3906, -0.3996, -0.3983, -0.3473, -0.355, -0.3349, -0.2976, -0.3247, -0.3058, -0.3075, -0.274, -0.2281, -0.1428, -0.1074, -0.1341, 0.0, 0.065, 0.0265, 0.0761, 0.0391, -0.0297, -0.0874, -0.0644, -0.0198, 0.0205, 0.0056, 0.0056, 0.1996, 0.2432, 0.2366, 0.3002, 0.3866, 0.4249, 0.4456, 0.3337, 0.1569, 0.2711, 0.2532, 0.1943, 0.3335, 0.3144, 0.4568, 0.3668, 0.3969, 0.5184, 0.5184, 0.6221, 0.4084, 0.4084, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2052575472899564017", "ticker_idx": 1, "ts": "2026-05-08T02:25:02+00:00", "symbol": "SNDK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU $SNDK $DRAM", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Strongly bullish on memory (MU, SNDK, HBM): AI cognitive capacity demands ever-more HBM, memory demand is far from peaked.", "resolved_tickers": ["SNDK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "original", "lang": "en", "tweet_text": "Oh you think memory peaked? Are you a fucking idiot?\n\nThe industry stopped caring about storing pictures and videos. It only cares about one thing now. Cognitive capacity of AIs to GENERATE them.\n\nMore HBM = more context = less forgetting. The less you forget, the higher the cognitive ability and accuracy.\n\nJust like companies hire the smartest and most talented people to win (especially the ones who don't forget), the entire industry will do the same with AI and that includes not forgetting the details of the discussions I had a week or a month ago. So good luck with current state of AIs. Sometimes they barely recall something from 30 minutes ago.\n\nIf you believe we are at the peak of Artificial Intelligence, congratulations. You and a poorly equipped AIs have the same diagnosis. Memory and cognitive capacity deficiency.\n\n$MU $SNDK $DRAM", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.14233778162747768, "ret_signed_m1d": -0.14233778162747768, "alpha_spy_m1d": -0.13414928960085637, "alpha_c_m1d": -0.1091221822548506, "bench_spy_m1d": -0.008188492026621308, "bench_c_m1d": -0.03321559937262708, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.00946010954715748, "ret_signed_p1d": -0.00946010954715748, "alpha_spy_p1d": -0.011737672589544945, "alpha_c_p1d": -0.02290580366980166, "bench_spy_p1d": 0.002277563042387465, "bench_c_p1d": 0.01344569412264418, "ret_p1w": -0.09903733108914514, "ret_signed_p1w": -0.09903733108914514, "alpha_spy_p1w": -0.10113868870055598, "alpha_c_p1w": -0.10325329776387726, "bench_spy_p1w": 0.0021013576114108368, "bench_c_p1w": 0.004215966674732119, "ret_p1m": 0.05098764412511314, "ret_signed_p1m": 0.05098764412511314, "alpha_spy_p1m": 0.04881859177185799, "alpha_c_p1m": 0.001648613837486046, "bench_spy_p1m": 0.002169052353255152, "bench_c_p1m": 0.049339030287627095, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.05098764412511314, "alpha_spy_stated": 0.04881859177185799, "alpha_c_stated": 0.001648613837486046, "price_path": [-0.6533, -0.6164, -0.5966, -0.599, -0.599, -0.622, -0.6157, -0.6025, -0.584, -0.5734, -0.5913, -0.5952, -0.5827, -0.5933, -0.6037, -0.6381, -0.6166, -0.638, -0.6625, -0.6232, -0.6039, -0.5805, -0.6039, -0.5765, -0.5496, -0.539, -0.5176, -0.5058, -0.5457, -0.5504, -0.5504, -0.5661, -0.6139, -0.6058, -0.6336, -0.5933, -0.5566, -0.5509, -0.5509, -0.5362, -0.545, -0.5002, -0.4549, -0.4548, -0.3903, -0.3955, -0.4292, -0.4115, -0.4105, -0.4156, -0.4217, -0.3733, -0.4032, -0.3664, -0.315, -0.3584, -0.3188, -0.2982, -0.2402, -0.1962, -0.0999, -0.0975, -0.1423, 0.0, -0.0095, -0.0706, -0.0737, -0.115, -0.099, -0.1468, -0.1146, -0.1087, -0.0129, -0.0535, -0.0535, 0.0174, 0.0177, 0.0508, 0.0849, 0.1274, 0.0986, 0.1723, 0.1263, -0.0019, 0.051, 0.0539, 0.0518, 0.2043, 0.2674, 0.3492, 0.2747, 0.2538, 0.3984, 0.3984, 0.4553, 0.2568, 0.2568, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2052575472899564017", "ticker_idx": 2, "ts": "2026-05-08T02:25:02+00:00", "symbol": "HBM", "kind": "sector", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "More HBM = more context = less forgetting", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Strongly bullish on memory (MU, SNDK, HBM): AI cognitive capacity demands ever-more HBM, memory demand is far from peaked.", "resolved_tickers": ["MU", "000660.KS", "005930.KS"], "resolution_method": "basket", "resolution_reason": "HBM sector basket: Micron, SK Hynix, Samsung", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "Oh you think memory peaked? Are you a fucking idiot?\n\nThe industry stopped caring about storing pictures and videos. It only cares about one thing now. Cognitive capacity of AIs to GENERATE them.\n\nMore HBM = more context = less forgetting. The less you forget, the higher the cognitive ability and accuracy.\n\nJust like companies hire the smartest and most talented people to win (especially the ones who don't forget), the entire industry will do the same with AI and that includes not forgetting the details of the discussions I had a week or a month ago. So good luck with current state of AIs. Sometimes they barely recall something from 30 minutes ago.\n\nIf you believe we are at the peak of Artificial Intelligence, congratulations. You and a poorly equipped AIs have the same diagnosis. Memory and cognitive capacity deficiency.\n\n$MU $SNDK $DRAM", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.04731683911839076, "ret_signed_m1d": -0.04731683911839076, "alpha_spy_m1d": -0.039128347091769454, "alpha_c_m1d": -0.0006475775184085694, "bench_spy_m1d": -0.008188492026621308, "bench_c_m1d": -0.04666926159998219, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0811165375870581, "ret_signed_p1d": 0.0811165375870581, "alpha_spy_p1d": 0.07883897454467063, "alpha_c_p1d": 0.06387147120133078, "bench_spy_p1d": 0.002277563042387465, "bench_c_p1d": 0.017245066385727315, "ret_p1w": 0.018891399347490623, "ret_signed_p1w": 0.018891399347490623, "alpha_spy_p1w": 0.016790041736079786, "alpha_c_p1w": 0.0368953382881998, "bench_spy_p1w": 0.0021013576114108368, "bench_c_p1w": -0.018003938940709174, "ret_p1m": 0.16843777433831533, "ret_signed_p1m": 0.16843777433831533, "alpha_spy_p1m": 0.16626872198506018, "alpha_c_p1m": 0.11262530506247295, "bench_spy_p1m": 0.002169052353255152, "bench_c_p1m": 0.05581246927584238, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.16843777433831533, "alpha_spy_stated": 0.16626872198506018, "alpha_c_stated": 0.11262530506247295, "price_path": [-0.4552, -0.4393, -0.4188, -0.4182, -0.4182, -0.4235, -0.414, -0.402, -0.3862, -0.3854, -0.3674, -0.3556, -0.3272, -0.338, -0.3379, -0.4032, -0.44, -0.3994, -0.4189, -0.4461, -0.4019, -0.389, -0.4025, -0.4026, -0.3765, -0.362, -0.3269, -0.3531, -0.3652, -0.4043, -0.3936, -0.3987, -0.4338, -0.433, -0.4649, -0.4821, -0.423, -0.451, -0.4322, -0.4165, -0.4064, -0.3529, -0.3613, -0.3535, -0.3545, -0.3177, -0.3098, -0.2975, -0.3057, -0.303, -0.2855, -0.2706, -0.2641, -0.2642, -0.2317, -0.2423, -0.2324, -0.2412, -0.23, -0.168, -0.1395, -0.0557, -0.0473, 0.0, 0.0811, 0.0513, 0.1019, 0.1033, 0.0189, 0.0168, -0.0011, 0.0144, 0.0955, 0.0821, 0.0821, 0.1768, 0.239, 0.2367, 0.2883, 0.3627, 0.3892, 0.3961, 0.3353, 0.2034, 0.1684, 0.2555, 0.1786, 0.2311, 0.2636, 0.3564, 0.3524, 0.3943, 0.4871, 0.4922, 0.5568, 0.3595, 0.4023, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2047276799835656450", "ticker_idx": 0, "ts": "2026-04-23T11:30:00+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Micron will generate more revenue next quarter ($33.5B) than $AMD, $ASML, $AMAT, and $SNDK combined ($31.5B). Their combined market cap is $1.92T. $MU sits at $0.55T with 81% margin guided. Same output. Four times cheaper. You do the math.", "tweet_type": "analysis", "timeline": "quarters", "summary": "Long MU: generates more revenue than AMD+ASML+AMAT+SNDK combined at 4x lower market cap with 81% margins; massively undervalued.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU Holy Shit\n\nMicron will generate more revenue next quarter ($33.5B) than $AMD, $ASML, $AMAT, and $SNDK combined ($31.5B).\n\nTheir combined market cap is $1.92T. $MU sits at $0.55T with 81% margin guided.\n\nSame output. Four times cheaper. You do the math. https://t.co/CNIczJbP1r", "reply_text": null, "parent_text": null, "quoted_text": "Here's the P/E and P/S Ratio of $MU that enables AI GPUs with super fast High Bandwith Memory Cubes. Their HBM sales grew 50% sequentially and DRAM/NAND prices have bottomed. Micron intends to take at least 27% of the whole HBM market.\n\nForward P/E ratio: 10.41\nForward P/S ratio https://t.co/TSLBx04ENf", "parent_author": null, "ret_m1d": 0.011957173775281937, "ret_signed_m1d": 0.011957173775281937, "alpha_spy_m1d": 0.00806131408496591, "alpha_c_m1d": 0.022375394108709812, "bench_spy_m1d": 0.003895859690316028, "bench_c_m1d": -0.010418220333427874, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03113842058039773, "ret_signed_p1d": 0.03113842058039773, "alpha_spy_p1d": 0.023389111343166125, "alpha_c_p1d": -0.019894050160316423, "bench_spy_p1d": 0.007749309237231605, "bench_c_p1d": 0.05103247074071415, "ret_p1w": 0.07356965007477667, "ret_signed_p1w": 0.07356965007477667, "alpha_spy_p1w": 0.05915797507191112, "alpha_c_p1w": 0.021956088173431088, "bench_spy_p1w": 0.014411675002865554, "bench_c_p1w": 0.051613561901345584, "ret_p1m": 0.5589969237252503, "ret_signed_p1m": 0.5589969237252503, "alpha_spy_p1m": 0.5065020628240426, "alpha_c_p1m": 0.362940059505956, "bench_spy_p1m": 0.052494860901207696, "bench_c_p1m": 0.19605686421929436, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.1926, -0.1487, -0.0968, -0.0957, -0.1391, -0.0916, -0.1297, -0.2127, -0.2055, -0.181, -0.2042, -0.2255, -0.1485, -0.141, -0.1458, -0.1458, -0.1704, -0.1265, -0.134, -0.1115, -0.1265, -0.1326, -0.1098, -0.1377, -0.1443, -0.1437, -0.2122, -0.1684, -0.1761, -0.2316, -0.1922, -0.1635, -0.1312, -0.1589, -0.1158, -0.0833, -0.042, -0.0419, -0.0781, -0.1225, -0.161, -0.1793, -0.2072, -0.2624, -0.2588, -0.332, -0.2987, -0.2364, -0.2397, -0.2397, -0.2158, -0.2162, -0.1557, -0.125, -0.1269, -0.1145, -0.0333, -0.0529, -0.0508, -0.0553, -0.0691, -0.0671, 0.012, 0.0, 0.0311, 0.0889, 0.0469, 0.0763, 0.0736, 0.1256, 0.1966, 0.329, 0.3838, 0.3423, 0.5503, 0.651, 0.5913, 0.6683, 0.6109, 0.5043, 0.4148, 0.4505, 0.5195, 0.582, 0.559, 0.559, 0.8598, 0.9273, 0.9171, 1.0157, 1.1496, 1.209, 1.2411, 1.0676, 0.7936, 0.9706, 0.9428, 0.8514, 1.0673, 1.0377, 1.2586, 1.119, 1.1656, 1.354, 1.354, 1.5147, 1.1834, 1.1834, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2047198999262998737", "ticker_idx": 0, "ts": "2026-04-23T06:20:51+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "It's getting ridiculously cheap", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Endorses MU as increasingly cheap value play in memory boom.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@hoanghvy It's getting ridiculously cheap", "reply_text": null, "parent_text": "@TradexWhisperer $MU screams value in memory boom", "quoted_text": null, "parent_author": "hoanghvy", "ret_m1d": 0.011957173775281937, "ret_signed_m1d": 0.011957173775281937, "alpha_spy_m1d": 0.00806131408496591, "alpha_c_m1d": 0.022375394108709812, "bench_spy_m1d": 0.003895859690316028, "bench_c_m1d": -0.010418220333427874, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03113842058039773, "ret_signed_p1d": 0.03113842058039773, "alpha_spy_p1d": 0.023389111343166125, "alpha_c_p1d": -0.019894050160316423, "bench_spy_p1d": 0.007749309237231605, "bench_c_p1d": 0.05103247074071415, "ret_p1w": 0.07356965007477667, "ret_signed_p1w": 0.07356965007477667, "alpha_spy_p1w": 0.05915797507191112, "alpha_c_p1w": 0.021956088173431088, "bench_spy_p1w": 0.014411675002865554, "bench_c_p1w": 0.051613561901345584, "ret_p1m": 0.5589969237252503, "ret_signed_p1m": 0.5589969237252503, "alpha_spy_p1m": 0.5065020628240426, "alpha_c_p1m": 0.362940059505956, "bench_spy_p1m": 0.052494860901207696, "bench_c_p1m": 0.19605686421929436, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.5589969237252503, "alpha_spy_stated": 0.5065020628240426, "alpha_c_stated": 0.362940059505956, "price_path": [-0.1926, -0.1487, -0.0968, -0.0957, -0.1391, -0.0916, -0.1297, -0.2127, -0.2055, -0.181, -0.2042, -0.2255, -0.1485, -0.141, -0.1458, -0.1458, -0.1704, -0.1265, -0.134, -0.1115, -0.1265, -0.1326, -0.1098, -0.1377, -0.1443, -0.1437, -0.2122, -0.1684, -0.1761, -0.2316, -0.1922, -0.1635, -0.1312, -0.1589, -0.1158, -0.0833, -0.042, -0.0419, -0.0781, -0.1225, -0.161, -0.1793, -0.2072, -0.2624, -0.2588, -0.332, -0.2987, -0.2364, -0.2397, -0.2397, -0.2158, -0.2162, -0.1557, -0.125, -0.1269, -0.1145, -0.0333, -0.0529, -0.0508, -0.0553, -0.0691, -0.0671, 0.012, 0.0, 0.0311, 0.0889, 0.0469, 0.0763, 0.0736, 0.1256, 0.1966, 0.329, 0.3838, 0.3423, 0.5503, 0.651, 0.5913, 0.6683, 0.6109, 0.5043, 0.4148, 0.4505, 0.5195, 0.582, 0.559, 0.559, 0.8598, 0.9273, 0.9171, 1.0157, 1.1496, 1.209, 1.2411, 1.0676, 0.7936, 0.9706, 0.9428, 0.8514, 1.0673, 1.0377, 1.2586, 1.119, 1.1656, 1.354, 1.354, 1.5147, 1.1834, 1.1834, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2043900270258860435", "ticker_idx": 0, "ts": "2026-04-14T03:52:52+00:00", "symbol": "TSM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Yep. Faster than hyperscalers", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Endorses TSMC bullish thesis; growth pace exceeds hyperscalers.", "resolved_tickers": ["TSM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@stockmindsweb Yep. Faster than hyperscalers", "reply_text": null, "parent_text": "@TradexWhisperer $TSM is still in hyper growth mode 👍🏻", "quoted_text": null, "parent_author": "stockmindsweb", "ret_m1d": -0.02716578394402447, "ret_signed_m1d": -0.02716578394402447, "alpha_spy_m1d": -0.015127590641404565, "alpha_c_m1d": -0.008006483806614395, "bench_spy_m1d": -0.012038193302619904, "bench_c_m1d": -0.019159300137410074, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.012608912428159313, "ret_signed_p1d": -0.012608912428159313, "alpha_spy_p1d": -0.020499881655203223, "alpha_c_p1d": -0.014821301808690346, "bench_spy_p1d": 0.007890969227043909, "bench_c_p1d": 0.0022123893805310324, "ret_p1w": -0.031088032419604783, "ret_signed_p1w": -0.031088032419604783, "alpha_spy_p1w": -0.04494051509706232, "alpha_c_p1w": -0.059096890079138875, "bench_spy_p1w": 0.013852482677457534, "bench_c_p1w": 0.028008857659534092, "ret_p1m": 0.05240985857971614, "ret_signed_p1m": 0.05240985857971614, "alpha_spy_p1m": -0.016492516614974084, "alpha_c_p1m": -0.21409461481111625, "bench_spy_p1m": 0.06890237519469022, "bench_c_p1m": 0.2665044733908324, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.05240985857971614, "alpha_spy_stated": -0.016492516614974084, "alpha_c_stated": -0.21409461481111625, "price_path": [-0.1032, -0.1012, -0.1012, -0.1412, -0.144, -0.1407, -0.121, -0.1267, -0.1119, -0.1015, -0.1087, -0.1323, -0.1039, -0.1187, -0.145, -0.1319, -0.0843, -0.0671, -0.05, -0.018, -0.0338, -0.0383, -0.0383, -0.044, -0.0491, -0.054, -0.0274, -0.0287, 0.0126, 0.0178, -0.0109, -0.0167, -0.0311, -0.0731, -0.0617, -0.0711, -0.1104, -0.0847, -0.0889, -0.0693, -0.1162, -0.112, -0.1069, -0.0893, -0.1061, -0.1082, -0.1333, -0.1091, -0.0964, -0.0846, -0.1416, -0.1399, -0.1669, -0.1104, -0.1011, -0.1075, -0.1075, -0.1004, -0.091, -0.0368, -0.0379, -0.0245, -0.0272, 0.0, -0.0126, -0.0435, -0.0247, -0.0359, -0.0311, 0.0199, 0.0073, 0.0594, 0.066, 0.0328, 0.0367, 0.0426, 0.0468, 0.0572, 0.0382, 0.1043, 0.0902, 0.0837, 0.0649, 0.0458, 0.0524, 0.0996, 0.0644, 0.0423, 0.0335, 0.0572, 0.0718, 0.0648, 0.0648, 0.0854, 0.1128, 0.1184, 0.1015, 0.1467, 0.1758, 0.1495, 0.1712, 0.0929, 0.1235, 0.1264, 0.076, 0.111, 0.1185, 0.1646, 0.1236, 0.1402, 0.2193, 0.2193, 0.2339, 0.1514, 0.1514, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2044474265656037557", "ticker_idx": 0, "ts": "2026-04-15T17:53:44+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Memory investors. Write this down. The entire portfolio is firing. Bears are in denial.", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Strongly bullish MU: entire memory portfolio profitable (non-HBM DRAM, NAND), supply won't catch demand until well past 2028; bears wrong.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU $DRAM $SNDK Memory investors. Write this down.\n\n\"Today, Non-HBM DRAM has actually higher profitability than HBM. NAND has strong profitability as well.\"\n\n-@MicronCEO on CNBC.\n\nThe entire portfolio is firing. Bears are in denial.\n\nhttps://t.co/fgMXArz7GT", "reply_text": null, "parent_text": null, "quoted_text": "$MU @MicronCEO on CNBC. Three things the bears need to hear.\n\nOne. Non-HBM DRAM is more profitable than HBM today. The entire portfolio is firing.\n\nTwo. A meaningful supply ramp does not even begin until 2028. And even then, supply will not catch demand for a considerable period https://t.co/muvkERoK2z", "parent_author": null, "ret_m1d": 0.02066938265502194, "ret_signed_m1d": 0.02066938265502194, "alpha_spy_m1d": 0.028498571989951316, "alpha_c_m1d": 0.022876888173785748, "bench_spy_m1d": -0.007829189334929376, "bench_c_m1d": -0.002207505518763808, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.00219187685141109, "ret_signed_p1d": 0.00219187685141109, "alpha_spy_p1d": -0.0002654707955265234, "alpha_c_p1d": -0.0017816061352748935, "bench_spy_p1d": 0.002457347646937613, "bench_c_p1d": 0.003973482986685983, "ret_p1w": 0.06849615160659939, "ret_signed_p1w": 0.06849615160659939, "alpha_spy_p1w": 0.05239470200054175, "alpha_c_p1w": 0.015891324736255763, "bench_spy_p1w": 0.01610144960605764, "bench_c_p1w": 0.052604826870343624, "ret_p1m": 0.7009183768686356, "ret_signed_p1m": 0.7009183768686356, "alpha_spy_p1m": 0.6320124534700751, "alpha_c_p1m": 0.42422957586318577, "bench_spy_p1m": 0.0689059233985605, "bench_c_p1m": 0.2766888010054498, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.7009183768686356, "alpha_spy_stated": 0.6320124534700751, "alpha_c_stated": 0.42422957586318577, "price_path": [-0.2052, -0.2052, -0.2003, -0.1475, -0.1289, -0.1244, -0.1475, -0.1012, -0.0463, -0.0452, -0.091, -0.0408, -0.081, -0.1688, -0.1611, -0.1353, -0.1598, -0.1822, -0.101, -0.093, -0.0981, -0.0981, -0.1241, -0.0777, -0.0856, -0.0619, -0.0777, -0.0842, -0.0601, -0.0895, -0.0965, -0.0959, -0.1681, -0.1219, -0.1301, -0.1887, -0.147, -0.1168, -0.0827, -0.1119, -0.0664, -0.032, 0.0115, 0.0116, -0.0266, -0.0734, -0.1141, -0.1334, -0.1629, -0.2212, -0.2173, -0.2947, -0.2595, -0.1937, -0.1972, -0.1972, -0.172, -0.1724, -0.1085, -0.0761, -0.0781, -0.065, 0.0207, 0.0, 0.0022, -0.0025, -0.0171, -0.015, 0.0685, 0.0559, 0.0887, 0.1498, 0.1053, 0.1364, 0.1336, 0.1885, 0.2635, 0.4032, 0.4611, 0.4173, 0.6369, 0.7433, 0.6802, 0.7615, 0.7009, 0.5884, 0.4939, 0.5316, 0.6044, 0.6704, 0.6461, 0.6461, 0.9637, 1.035, 1.0242, 1.1283, 1.2697, 1.3324, 1.3663, 1.1831, 0.8938, 1.0807, 1.0514, 0.9549, 1.1828, 1.1516, 1.3847, 1.2374, 1.2865, 1.4856, 1.4856, 1.6552, 1.3054, 1.3054, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2051323926459056357", "ticker_idx": 0, "ts": "2026-05-04T15:31:50+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "10x more compute. 10x more memory. 10x more storage. Agentic AI will multiply the AI market.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish on memory/storage plays MU, SNDK, and DRAM sector as agentic AI drives 10x demand for compute, memory, and storage.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU $SNDK $DRAM\n\nThe token used to answer a question.\n\nNow it runs your business.\n\nThat is a complete redefinition of what a token is worth.\n\n10x more compute. 10x more memory. 10x more storage.\n\nAgentic AI will multiply the AI market.\n\nI've spoken", "reply_text": null, "parent_text": null, "quoted_text": "AI doesn’t give a fuck about rate cuts or some retard’s short position.\n\nIt’s the only invention that builds better versions of itself, exponentially forever. \n\nThe next AI train is coming, and it’s going to absolutely wreck every single bear.\n\n$PLTR $TSM $MU $MSFT $GOOGL $TSLA", "parent_author": null, "ret_m1d": -0.05939802152710816, "ret_signed_m1d": -0.05939802152710816, "alpha_spy_m1d": -0.06307488346099799, "alpha_c_m1d": -0.06537682680781298, "bench_spy_m1d": 0.00367686193388983, "bench_c_m1d": 0.005978805280704824, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.11059068201928368, "ret_signed_p1d": 0.11059068201928368, "alpha_spy_p1d": 0.10256845329534126, "alpha_c_p1d": 0.07921675272234285, "bench_spy_p1d": 0.008022228723942426, "bench_c_p1d": 0.03137392929694083, "ret_p1w": 0.37970335718234316, "ret_signed_p1w": 0.37970335718234316, "alpha_spy_p1w": 0.3500519623517333, "alpha_c_p1w": 0.24252624666022515, "bench_spy_p1w": 0.029651394830609856, "bench_c_p1w": 0.137177110522118, "ret_p1m": 0.8459536005765014, "ret_signed_p1m": 0.8459536005765014, "alpha_spy_p1m": 0.7880713411221305, "alpha_c_p1m": 0.5984743462245143, "bench_spy_p1m": 0.057882259454370866, "bench_c_p1m": 0.24747925435198703, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.8459536005765014, "alpha_spy_stated": 0.7880713411221305, "alpha_c_stated": 0.5984743462245143, "price_path": [-0.3421, -0.3361, -0.3156, -0.335, -0.3528, -0.2885, -0.2822, -0.2862, -0.2862, -0.3068, -0.2701, -0.2763, -0.2575, -0.27, -0.2752, -0.2561, -0.2794, -0.2849, -0.2844, -0.3416, -0.3051, -0.3115, -0.3579, -0.3249, -0.301, -0.274, -0.2971, -0.2611, -0.2339, -0.1994, -0.1993, -0.2296, -0.2667, -0.2988, -0.3141, -0.3374, -0.3836, -0.3806, -0.4418, -0.4139, -0.3619, -0.3647, -0.3647, -0.3447, -0.345, -0.2944, -0.2688, -0.2704, -0.26, -0.1922, -0.2086, -0.2068, -0.2106, -0.2221, -0.2204, -0.1543, -0.1643, -0.1383, -0.09, -0.1252, -0.1006, -0.1029, -0.0594, 0.0, 0.1106, 0.1564, 0.1217, 0.2955, 0.3797, 0.3298, 0.3941, 0.3462, 0.2571, 0.1823, 0.2121, 0.2698, 0.3221, 0.3028, 0.3028, 0.5541, 0.6106, 0.6021, 0.6844, 0.7963, 0.846, 0.8728, 0.7278, 0.4988, 0.6468, 0.6235, 0.5472, 0.7276, 0.7029, 0.8874, 0.7708, 0.8097, 0.9672, 0.9672, 1.1014, 0.8246, 0.8246, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2051323926459056357", "ticker_idx": 1, "ts": "2026-05-04T15:31:50+00:00", "symbol": "SNDK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "10x more compute. 10x more memory. 10x more storage. Agentic AI will multiply the AI market.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish on memory/storage plays MU, SNDK, and DRAM sector as agentic AI drives 10x demand for compute, memory, and storage.", "resolved_tickers": ["SNDK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU $SNDK $DRAM\n\nThe token used to answer a question.\n\nNow it runs your business.\n\nThat is a complete redefinition of what a token is worth.\n\n10x more compute. 10x more memory. 10x more storage.\n\nAgentic AI will multiply the AI market.\n\nI've spoken", "reply_text": null, "parent_text": null, "quoted_text": "AI doesn’t give a fuck about rate cuts or some retard’s short position.\n\nIt’s the only invention that builds better versions of itself, exponentially forever. \n\nThe next AI train is coming, and it’s going to absolutely wreck every single bear.\n\n$PLTR $TSM $MU $MSFT $GOOGL $TSLA", "parent_author": null, "ret_m1d": -0.054830941470187855, "ret_signed_m1d": -0.054830941470187855, "alpha_spy_m1d": -0.058507803404077685, "alpha_c_m1d": -0.05372011956850942, "bench_spy_m1d": 0.00367686193388983, "bench_c_m1d": -0.0011108219016784382, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.11980631813456544, "ret_signed_p1d": 0.11980631813456544, "alpha_spy_p1d": 0.11178408941062301, "alpha_c_p1d": 0.09771441508632428, "bench_spy_p1d": 0.008022228723942426, "bench_c_p1d": 0.022091903048241157, "ret_p1w": 0.23227117405172337, "ret_signed_p1w": 0.23227117405172337, "alpha_spy_p1w": 0.20261977922111352, "alpha_c_p1w": 0.13458530935705237, "bench_spy_p1w": 0.029651394830609856, "bench_c_p1w": 0.097685864694671, "ret_p1m": 0.3666810037514563, "ret_signed_p1m": 0.3666810037514563, "alpha_spy_p1m": 0.3087987442970854, "alpha_c_p1m": 0.14353995237262018, "bench_spy_p1m": 0.057882259454370866, "bench_c_p1m": 0.2231410513788361, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.3666810037514563, "alpha_spy_stated": 0.3087987442970854, "alpha_c_stated": 0.14353995237262018, "price_path": [-0.5345, -0.5412, -0.5239, -0.5355, -0.5687, -0.5228, -0.4981, -0.5011, -0.5011, -0.5297, -0.5219, -0.5054, -0.4825, -0.4693, -0.4916, -0.4965, -0.4809, -0.4941, -0.507, -0.5498, -0.523, -0.5496, -0.5801, -0.5312, -0.5072, -0.4781, -0.5073, -0.4732, -0.4397, -0.4266, -0.3999, -0.3852, -0.4349, -0.4406, -0.4406, -0.4602, -0.5197, -0.5096, -0.5441, -0.4941, -0.4484, -0.4413, -0.4413, -0.423, -0.434, -0.3782, -0.3219, -0.3218, -0.2416, -0.248, -0.29, -0.2679, -0.2666, -0.273, -0.2806, -0.2204, -0.2575, -0.2118, -0.1478, -0.2019, -0.1526, -0.1269, -0.0548, 0.0, 0.1198, 0.1227, 0.067, 0.244, 0.2323, 0.1562, 0.1524, 0.101, 0.1208, 0.0614, 0.1015, 0.1088, 0.228, 0.1774, 0.1774, 0.2657, 0.266, 0.3072, 0.3497, 0.4026, 0.3667, 0.4584, 0.4012, 0.2416, 0.3075, 0.3111, 0.3084, 0.4982, 0.5767, 0.6784, 0.5858, 0.5597, 0.7396, 0.7396, 0.8105, 0.5636, 0.5636, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2051323926459056357", "ticker_idx": 2, "ts": "2026-05-04T15:31:50+00:00", "symbol": "DRAM", "kind": "sector", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "10x more memory. Agentic AI will multiply the AI market.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish on memory/storage plays MU, SNDK, and DRAM sector as agentic AI drives 10x demand for compute, memory, and storage.", "resolved_tickers": ["MU", "000660.KS", "005930.KS"], "resolution_method": "basket", "resolution_reason": "DRAM sector basket: Micron, SK Hynix, Samsung", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU $SNDK $DRAM\n\nThe token used to answer a question.\n\nNow it runs your business.\n\nThat is a complete redefinition of what a token is worth.\n\n10x more compute. 10x more memory. 10x more storage.\n\nAgentic AI will multiply the AI market.\n\nI've spoken", "reply_text": null, "parent_text": null, "quoted_text": "AI doesn’t give a fuck about rate cuts or some retard’s short position.\n\nIt’s the only invention that builds better versions of itself, exponentially forever. \n\nThe next AI train is coming, and it’s going to absolutely wreck every single bear.\n\n$PLTR $TSM $MU $MSFT $GOOGL $TSLA", "parent_author": null, "ret_m1d": -0.09384258266267102, "ret_signed_m1d": -0.09384258266267102, "alpha_spy_m1d": -0.09751944459656085, "alpha_c_m1d": -0.09982138794337585, "bench_spy_m1d": 0.00367686193388983, "bench_c_m1d": 0.005978805280704824, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05479055796582285, "ret_signed_p1d": 0.05479055796582285, "alpha_spy_p1d": 0.04676832924188042, "alpha_c_p1d": 0.02341662866888202, "bench_spy_p1d": 0.008022228723942426, "bench_c_p1d": 0.03137392929694083, "ret_p1w": 0.22720036563268345, "ret_signed_p1w": 0.22720036563268345, "alpha_spy_p1w": 0.1975489708020736, "alpha_c_p1w": 0.09002325511056544, "bench_spy_p1w": 0.029651394830609856, "bench_c_p1w": 0.137177110522118, "ret_p1m": 0.5343250172651625, "ret_signed_p1m": 0.5343250172651625, "alpha_spy_p1m": 0.4764427578107916, "alpha_c_p1m": 0.28684576291317543, "bench_spy_p1m": 0.057882259454370866, "bench_c_p1m": 0.24747925435198703, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.5343250172651625, "alpha_spy_stated": 0.4764427578107916, "alpha_c_stated": 0.28684576291317543, "price_path": [-0.408, -0.3863, -0.3825, -0.3898, -0.3764, -0.3533, -0.3512, -0.3526, -0.3526, -0.3455, -0.3217, -0.3198, -0.2935, -0.2906, -0.257, -0.2604, -0.2682, -0.3222, -0.3694, -0.345, -0.3406, -0.3795, -0.3557, -0.3385, -0.3384, -0.3391, -0.3269, -0.3093, -0.264, -0.2715, -0.2741, -0.316, -0.313, -0.3228, -0.3519, -0.3597, -0.3919, -0.416, -0.3895, -0.4083, -0.3716, -0.3618, -0.3513, -0.3027, -0.3182, -0.2928, -0.2878, -0.2684, -0.2524, -0.2177, -0.2307, -0.224, -0.2076, -0.2135, -0.2038, -0.1886, -0.1711, -0.1639, -0.1443, -0.1643, -0.1561, -0.1083, -0.0938, 0.0, 0.0548, 0.073, 0.1231, 0.1635, 0.2272, 0.2244, 0.1824, 0.184, 0.1276, 0.1033, 0.1833, 0.1939, 0.2113, 0.2362, 0.286, 0.37, 0.4199, 0.4634, 0.5047, 0.542, 0.5343, 0.4676, 0.3442, 0.3644, 0.3545, 0.3534, 0.3676, 0.4746, 0.4935, 0.5883, 0.6036, 0.6224, 0.7066, 0.5763, 0.6644, 0.8246, 0.8246, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2035157643355123821", "ticker_idx": 0, "ts": "2026-03-21T00:52:48+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Big win for Palantir: Builds on prior contracts (e.g., up to $1.3B and a $10B Army deal); has helped drive the company's stock surge and ~$360B market value.", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Shares bullish PLTR news: Pentagon adopting Maven AI as official program of record, securing stable long-term military funding across all branches.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "$PLTR The Pentagon plans to officially adopt Palantir’s Maven AI system (also called Maven Smart System) as a core US military system, designating it an official “program of record.” \n\nIn a March 9 memo/letter from Deputy Secretary of Defense Steve Feinberg to senior Pentagon leaders and military commanders, the department emphasized embedding Maven to give warfighters tools to “detect, deter, and dominate adversaries in all domains.” \n\nOversight shift: Maven’s management will move from the National Geospatial Intelligence Agency to the Pentagon’s Chief Digital and Artificial Intelligence Office (led by Cameron Stanley) within 30 days; future contracting will be handled by the Army. \n\nWhat Maven does: It’s a command-and-control AI platform that ingests vast battlefield data (satellites, drones, radars, sensors, intelligence reports) to automatically identify threats/targets like enemy vehicles, buildings, and weapons stockpiles. It accelerates intelligence analysis and supports weapons targeting (already used in thousands of targeted strikes, including recent operations against Iran). \n\nTimeline: Expected to take effect by the end of the current fiscal year (September 2026). \n\nStrategic impact: As a program of record, Maven will gain stable long-term funding and easier adoption across all military branches, making AI-enabled decision-making a cornerstone of US strategy. It evolved from the 2017 Project Maven (initially for drone imagery). \n\nQuote from Feinberg: “It is imperative that we invest now and with focus to deepen the integration of artificial intelligence (AI) across the Joint Force and establish AI-enabled decision-making as the \n\nBig win for Palantir: Builds on prior contracts (e.g., up to $1.3B and a $10B Army deal); has helped drive the company’s stock surge and ~$360B market value. Palantir and the Pentagon declined immediate comment.", "reply_text": null, "parent_text": null, "quoted_text": "$PLTR valuation makes ZERO sense \n\nBut then why do institutions keep buying it?\nWhat do they know that you don't?\n\nI work in BIG DATA analytics and let me share the secrets of Palantir in the most basic way\n\nPalantir has monopoly on Automated Governance, serving as the ultimate https://t.co/XGLRmO7rq8", "parent_author": null, "ret_m1d": -0.0631683902849971, "ret_signed_m1d": -0.0631683902849971, "alpha_spy_m1d": -0.05277750328187836, "alpha_c_m1d": -0.05277750328187836, "bench_spy_m1d": -0.010390887003118743, "bench_c_m1d": -0.010390887003118743, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0376771804064393, "ret_signed_p1d": -0.0376771804064393, "alpha_spy_p1d": -0.0343203659292618, "alpha_c_p1d": -0.0343203659292618, "bench_spy_p1d": -0.0033568144771775055, "bench_c_p1d": -0.0033568144771775055, "ret_p1w": -0.14480224954249243, "ret_signed_p1w": -0.14480224954249243, "alpha_spy_p1w": -0.10908250172187284, "alpha_c_p1w": -0.10908250172187284, "bench_spy_p1w": -0.035719747820619596, "bench_c_p1w": -0.035719747820619596, "ret_p1m": -0.09245209808354382, "ret_signed_p1m": -0.09245209808354382, "alpha_spy_p1m": -0.16676017992811853, "alpha_c_p1m": -0.16676017992811853, "bench_spy_p1m": 0.07430808184457471, "bench_c_p1m": 0.07430808184457471, "ret_p3m": -0.2012558807150494, "ret_signed_p3m": -0.2012558807150494, "alpha_spy_p3m": -0.3435912757056351, "alpha_c_p3m": -0.3435912757056351, "bench_spy_p3m": 0.14233539499058567, "bench_c_p3m": 0.14233539499058567, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.09245209808354382, "alpha_spy_stated": -0.16676017992811853, "alpha_c_stated": -0.16676017992811853, "price_path": [0.2072, 0.2072, 0.1733, 0.1451, 0.1243, 0.1051, 0.1051, 0.0436, 0.0821, 0.1173, 0.1296, 0.0996, 0.1035, 0.1155, 0.1127, 0.1092, 0.1009, 0.0629, 0.0629, 0.0478, 0.0279, 0.0315, 0.0545, 0.0412, 0.0302, -0.0217, -0.0558, -0.0886, -0.0813, -0.0184, -0.1324, -0.1917, -0.1551, -0.1115, -0.1326, -0.1564, -0.1972, -0.183, -0.183, -0.173, -0.1583, -0.1613, -0.1592, -0.188, -0.199, -0.1657, -0.1548, -0.147, -0.0974, -0.0847, -0.0476, -0.0508, -0.0229, -0.0274, -0.0603, -0.0574, -0.0456, -0.0615, -0.0505, -0.0358, -0.0502, -0.0321, -0.0632, 0.0, -0.0377, -0.0366, -0.0826, -0.1105, -0.1448, -0.0905, -0.0892, -0.077, -0.077, -0.0803, -0.067, -0.1248, -0.1887, -0.2038, -0.177, -0.1563, -0.1162, -0.1124, -0.0898, -0.0929, -0.0925, -0.0511, -0.1198, -0.1104, -0.1103, -0.1222, -0.1422, -0.1351, -0.1043, -0.0921, -0.155, -0.1682, -0.1479, -0.1432, -0.1489, -0.1544, -0.1914, -0.1686, -0.1669, -0.1598, -0.159, -0.1473, -0.1456, -0.149, -0.149, -0.1507, -0.1761, -0.1088, -0.0267, -0.0012, -0.0539, -0.1159, -0.119, -0.1574, -0.1515, -0.1789, -0.1904, -0.185, -0.2042, -0.1625, -0.1715, -0.1878, -0.2013, -0.2013, -0.257, -0.2744, -0.2744, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
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{"unit_id": "orig:2039881062013456469", "ticker_idx": 0, "ts": "2026-04-03T01:41:58+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Memory demand flows to $MU", "tweet_type": "analysis", "timeline": "unspecified", "summary": "AI code commit growth drives memory demand to MU and fabrication to TSM; both named as direct beneficiaries of compute expansion.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "135,000 AI-written code commits. Per day. Just from Claude. That was 3,000 thirteen months ago.\n\nEach commit is a compute event. Compute events consume memory. Memory demand flows to $MU. Fabrication flows to $TSM.\n\nSilicon is eating software. https://t.co/JmUIzGgZ3x", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.030495603646339964, "ret_signed_m1d": -0.030495603646339964, "alpha_spy_m1d": -0.025790996511681596, "alpha_c_m1d": -0.02125270359945919, "bench_spy_m1d": -0.004704607134658367, "bench_c_m1d": -0.009242900046880775, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.00047655439619209705, "ret_signed_p1d": -0.00047655439619209705, "alpha_spy_p1d": -0.0009165549608193269, "alpha_c_p1d": -0.010376000836410548, "bench_spy_p1d": 0.0004400005646272298, "bench_c_p1d": 0.009899446440218451, "ret_p1w": 0.12918251411324855, "ret_signed_p1w": 0.12918251411324855, "alpha_spy_p1w": 0.08794903781533048, "alpha_c_p1w": 0.00958055432342042, "bench_spy_p1w": 0.04123347629791807, "bench_c_p1w": 0.11960195978982813, "ret_p1m": 0.6947267991766328, "ret_signed_p1m": 0.6947267991766328, "alpha_spy_p1m": 0.5963248240217132, "alpha_c_p1m": 0.3747359210020953, "bench_spy_p1m": 0.09840197515491966, "bench_c_p1m": 0.31999087817453753, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.6947267991766328, "alpha_spy_stated": 0.5963248240217132, "alpha_c_stated": 0.3747359210020953, "price_path": [-0.1015, -0.1347, -0.0869, -0.0848, -0.1053, -0.1179, -0.1093, -0.0401, -0.0401, -0.0342, 0.0296, 0.052, 0.0575, 0.0296, 0.0855, 0.1518, 0.1531, 0.0978, 0.1585, 0.1099, 0.0039, 0.0132, 0.0444, 0.0148, -0.0124, 0.0858, 0.0954, 0.0893, 0.0893, 0.0578, 0.1139, 0.1043, 0.133, 0.1139, 0.1061, 0.1352, 0.0996, 0.0912, 0.092, 0.0047, 0.0605, 0.0506, -0.0202, 0.0302, 0.0667, 0.1079, 0.0726, 0.1276, 0.169, 0.2217, 0.2218, 0.1756, 0.119, 0.0699, 0.0466, 0.011, -0.0594, -0.0548, -0.1481, -0.1057, -0.0262, -0.0305, -0.0305, 0.0, -0.0005, 0.0767, 0.1158, 0.1134, 0.1292, 0.2327, 0.2077, 0.2104, 0.2047, 0.187, 0.1896, 0.2904, 0.2752, 0.3149, 0.3886, 0.3349, 0.3725, 0.369, 0.4353, 0.526, 0.6947, 0.7646, 0.7117, 0.9769, 1.1054, 1.0293, 1.1274, 1.0542, 0.9183, 0.8042, 0.8497, 0.9377, 1.0174, 0.988, 0.988, 1.3716, 1.4577, 1.4447, 1.5704, 1.7412, 1.8169, 1.8578, 1.6366, 1.2872, 1.5129, 1.4775, 1.361, 1.6363, 1.5985, 1.8801, 1.7021, 1.7615, 2.0019, 2.0019, 2.2067, 1.7842, 1.7842, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2039881062013456469", "ticker_idx": 1, "ts": "2026-04-03T01:41:58+00:00", "symbol": "TSM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Fabrication flows to $TSM", "tweet_type": "analysis", "timeline": "unspecified", "summary": "AI code commit growth drives memory demand to MU and fabrication to TSM; both named as direct beneficiaries of compute expansion.", "resolved_tickers": ["TSM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "135,000 AI-written code commits. Per day. Just from Claude. That was 3,000 thirteen months ago.\n\nEach commit is a compute event. Compute events consume memory. Memory demand flows to $MU. Fabrication flows to $TSM.\n\nSilicon is eating software. https://t.co/JmUIzGgZ3x", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.007958737009657657, "ret_signed_m1d": -0.007958737009657657, "alpha_spy_m1d": -0.0032541298749992897, "alpha_c_m1d": 0.0012841630372231183, "bench_spy_m1d": -0.004704607134658367, "bench_c_m1d": -0.009242900046880775, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.010416708621884485, "ret_signed_p1d": 0.010416708621884485, "alpha_spy_p1d": 0.009976708057257255, "alpha_c_p1d": 0.0005172621816660339, "bench_spy_p1d": 0.0004400005646272298, "bench_c_p1d": 0.009899446440218451, "ret_p1w": 0.08137289466479092, "ret_signed_p1w": 0.08137289466479092, "alpha_spy_p1w": 0.04013941836687285, "alpha_c_p1w": -0.03822906512503721, "bench_spy_p1w": 0.04123347629791807, "bench_c_p1w": 0.11960195978982813, "ret_p1m": 0.15405553232914704, "ret_signed_p1m": 0.15405553232914704, "alpha_spy_p1m": 0.055653557174227375, "alpha_c_p1m": -0.1659353458453905, "bench_spy_p1m": 0.09840197515491966, "bench_c_p1m": 0.31999087817453753, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.15405553232914704, "alpha_spy_stated": 0.055653557174227375, "alpha_c_stated": -0.1659353458453905, "price_path": [-0.0702, -0.0721, -0.0557, -0.032, -0.0336, -0.0456, -0.0032, -0.0009, -0.0009, -0.0454, -0.0484, -0.0448, -0.0229, -0.0292, -0.0128, -0.0012, -0.0093, -0.0355, -0.004, -0.0203, -0.0496, -0.035, 0.0179, 0.037, 0.056, 0.0915, 0.074, 0.069, 0.069, 0.0627, 0.057, 0.0515, 0.0812, 0.0797, 0.1255, 0.1313, 0.0995, 0.093, 0.077, 0.0304, 0.0429, 0.0325, -0.0112, 0.0174, 0.0127, 0.0345, -0.0175, -0.0129, -0.0073, 0.0123, -0.0064, -0.0087, -0.0366, -0.0097, 0.0044, 0.0175, -0.0458, -0.0439, -0.0739, -0.0111, -0.0008, -0.008, -0.008, 0.0, 0.0104, 0.0706, 0.0694, 0.0844, 0.0814, 0.1116, 0.0976, 0.0632, 0.0841, 0.0716, 0.077, 0.1337, 0.1197, 0.1776, 0.185, 0.148, 0.1524, 0.1589, 0.1636, 0.1751, 0.1541, 0.2275, 0.2118, 0.2046, 0.1837, 0.1625, 0.1698, 0.2223, 0.1831, 0.1586, 0.1488, 0.1752, 0.1913, 0.1836, 0.1836, 0.2065, 0.2369, 0.2432, 0.2244, 0.2747, 0.307, 0.2778, 0.3018, 0.2148, 0.2488, 0.2521, 0.196, 0.2349, 0.2433, 0.2946, 0.2489, 0.2674, 0.3553, 0.3553, 0.3716, 0.2799, 0.2799, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2036991029996605835", "ticker_idx": 0, "ts": "2026-03-26T02:18:01+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging.", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Bullish MU: low valuation (PE 15.5, P/S 2.33), HBM up 50% sequentially, DRAM/NAND prices surging, plus autonomous-car memory demand catalyst.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU Micron Reportedly Expects Future Autonomous Cars to Require 300GB+ DRAM\n\nMicron CEO Sanjay Mehrotra said that as automakers introduce more geofenced Level 4 vehicles, memory BOM per vehicle could rise from about 16GB to over 300GB, driving robust long-term growth in automotive memory demand. Regarding robotics, Mehrotra added that robots may require a compute platform comparable to that of a high-end L4-capable vehicle, implying around 300GB of DRAM along with substantial solid-state storage.", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": 0.07491706048585134, "ret_signed_m1d": 0.07491706048585134, "alpha_spy_m1d": 0.05673359693682323, "alpha_c_m1d": 0.027180496966794143, "bench_spy_m1d": 0.01818346354902811, "bench_c_m1d": 0.047736563519057196, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0049513769084506, "ret_signed_p1d": 0.0049513769084506, "alpha_spy_p1d": 0.02200327106587585, "alpha_c_p1d": 0.022255222096086325, "bench_spy_p1d": -0.01705189415742525, "bench_c_p1d": -0.017303845187635725, "ret_p1w": 0.030759724747144723, "ret_signed_p1w": 0.030759724747144723, "alpha_spy_p1w": 0.014110885191523481, "alpha_c_p1w": 0.000615803161390982, "bench_spy_p1w": 0.016648839555621242, "bench_c_p1w": 0.03014392158575374, "ret_p1m": 0.39798761846569497, "ret_signed_p1m": 0.39798761846569497, "alpha_spy_p1m": 0.291258304586236, "alpha_c_p1m": 0.06819030906734014, "bench_spy_p1m": 0.10672931387945894, "bench_c_p1m": 0.32979730939835483, "ret_p3m": 1.9601414502429049, "ret_signed_p3m": 1.9601414502429049, "alpha_spy_p3m": 1.820037147414484, "alpha_c_p3m": 1.3267783744774313, "bench_spy_p3m": 0.1401043028284208, "bench_c_p3m": 0.6333630757654736, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.39798761846569497, "alpha_spy_stated": 0.291258304586236, "alpha_c_stated": 0.06819030906734014, "price_path": [-0.1719, -0.1768, -0.1971, -0.1971, -0.1126, -0.1218, -0.0338, -0.0448, -0.08, -0.0292, -0.027, -0.0488, -0.0622, -0.053, 0.0205, 0.0205, 0.0268, 0.0947, 0.1185, 0.1243, 0.0946, 0.1541, 0.2246, 0.226, 0.1672, 0.2316, 0.18, 0.0673, 0.0772, 0.1104, 0.0789, 0.05, 0.1544, 0.1646, 0.1581, 0.1581, 0.1247, 0.1842, 0.1741, 0.2046, 0.1843, 0.176, 0.2069, 0.1691, 0.1601, 0.1609, 0.0681, 0.1275, 0.117, 0.0417, 0.0953, 0.1341, 0.1779, 0.1404, 0.1988, 0.2429, 0.2989, 0.299, 0.2498, 0.1897, 0.1375, 0.1127, 0.0749, 0.0, 0.005, -0.0943, -0.0492, 0.0353, 0.0308, 0.0308, 0.0632, 0.0627, 0.1447, 0.1863, 0.1837, 0.2005, 0.3106, 0.284, 0.2868, 0.2808, 0.2621, 0.2648, 0.372, 0.3558, 0.398, 0.4763, 0.4193, 0.4592, 0.4555, 0.526, 0.6224, 0.8018, 0.8761, 0.8199, 1.1019, 1.2384, 1.1575, 1.2618, 1.184, 1.0395, 0.9182, 0.9666, 1.0601, 1.1449, 1.1136, 1.1136, 1.5214, 1.613, 1.5992, 1.7328, 1.9144, 1.9948, 2.0384, 1.8032, 1.4317, 1.6717, 1.634, 1.5101, 1.8028, 1.7627, 2.0621, 1.8729, 1.936, 2.1915, 2.1915, 2.4094, 1.9601, 1.9601, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2038681369283547599", "ticker_idx": 0, "ts": "2026-03-30T18:14:49+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The pullback is technical. Every semi name is down. It's on sale. The market is handing you a discount.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish MU; pullback is technical/sector-wide, not fundamental — buy the discount.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "$MU +14.5% YTD\n\nThe pullback is technical. Every semi name is down. It's on sale. The market is handing you a discount. https://t.co/CE4be9hK4t", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.1096023022659065, "ret_signed_m1d": 0.1096023022659065, "alpha_spy_m1d": 0.10624769581851656, "alpha_c_m1d": 0.07727393975751706, "bench_spy_m1d": 0.0033546064473899406, "bench_c_m1d": 0.03232836250838944, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.04984465243436009, "ret_signed_p1d": 0.04984465243436009, "alpha_spy_p1d": 0.02077678664960292, "alpha_c_p1d": -0.0077229838645958004, "bench_spy_p1d": 0.029067865784757174, "bench_c_p1d": 0.05756763629895589, "ret_p1w": 0.17389690520640522, "ret_signed_p1w": 0.17389690520640522, "alpha_spy_p1w": 0.13123661369599482, "alpha_c_p1w": 0.08162864514609747, "bench_spy_p1w": 0.0426602915104104, "bench_c_p1w": 0.09226826006030775, "ret_p1m": 0.5670914470927786, "ret_signed_p1m": 0.5670914470927786, "alpha_spy_p1m": 0.44094623799752974, "alpha_c_p1m": 0.21214153092289, "bench_spy_p1m": 0.12614520909524884, "bench_c_p1m": 0.3549499161698886, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.5670914470927786, "alpha_spy_stated": 0.44094623799752974, "alpha_c_stated": 0.21214153092289, "price_path": [-0.1135, -0.1135, -0.0202, -0.0304, 0.0668, 0.0547, 0.0158, 0.0719, 0.0743, 0.0503, 0.0355, 0.0456, 0.1268, 0.1268, 0.1338, 0.2087, 0.235, 0.2414, 0.2086, 0.2743, 0.3521, 0.3537, 0.2887, 0.3599, 0.3029, 0.1785, 0.1893, 0.226, 0.1912, 0.1594, 0.2746, 0.2859, 0.2787, 0.2787, 0.2418, 0.3076, 0.2964, 0.33, 0.3076, 0.2984, 0.3326, 0.2908, 0.2809, 0.2818, 0.1794, 0.2449, 0.2333, 0.1502, 0.2093, 0.2521, 0.3005, 0.2591, 0.3237, 0.3723, 0.4341, 0.4342, 0.38, 0.3136, 0.256, 0.2286, 0.1869, 0.1041, 0.1096, 0.0, 0.0498, 0.1431, 0.1381, 0.1381, 0.1739, 0.1733, 0.2639, 0.3099, 0.307, 0.3255, 0.447, 0.4177, 0.4209, 0.4141, 0.3935, 0.3965, 0.5149, 0.497, 0.5436, 0.6301, 0.5671, 0.6111, 0.6071, 0.6849, 0.7913, 0.9894, 1.0714, 1.0094, 1.3207, 1.4715, 1.3822, 1.4973, 1.4115, 1.2519, 1.1179, 1.1713, 1.2747, 1.3682, 1.3337, 1.3337, 1.784, 1.8851, 1.8699, 2.0174, 2.2178, 2.3067, 2.3548, 2.0951, 1.6849, 1.9499, 1.9083, 1.7715, 2.0947, 2.0504, 2.381, 2.172, 2.2417, 2.5239, 2.5239, 2.7644, 2.2684, 2.2684, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2054756809462919303", "ticker_idx": 0, "ts": "2026-05-14T02:52:53+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Yes, it's poised to continue", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Endorses bullish thesis that MU's memory shortage tailwind is poised to continue.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@dissectmarkets Yes, it's poised to continue", "reply_text": null, "parent_text": "@TradexWhisperer Holy cow! That’s insane how $MU could eventually be the biggest company in the world if this memory shortage continues", "quoted_text": null, "parent_author": "dissectmarkets", "ret_m1d": 0.03559231810106356, "ret_signed_m1d": 0.03559231810106356, "alpha_spy_m1d": 0.04342480091976286, "alpha_c_m1d": 0.04575935584663182, "bench_spy_m1d": -0.007832482818699305, "bench_c_m1d": -0.010167037745568264, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.06617187404142222, "ret_signed_p1d": -0.06617187404142222, "alpha_spy_p1d": -0.05414253028462601, "alpha_c_p1d": -0.028131968486868608, "bench_spy_p1d": -0.012029343756796207, "bench_c_p1d": -0.03803990555455361, "ret_p1w": -0.017925070559191236, "ret_signed_p1w": -0.017925070559191236, "alpha_spy_p1w": -0.010640576910590172, "alpha_c_p1w": 0.00016121343800867827, "bench_spy_p1w": -0.007284493648601065, "bench_c_p1w": -0.018086283997199915, "ret_p1m": 0.2649450045728585, "ret_signed_p1m": 0.2649450045728585, "alpha_spy_p1m": 0.2735259424505979, "alpha_c_p1m": 0.1929804280529135, "bench_spy_p1m": -0.008580937877739392, "bench_c_p1m": 0.07196457651994503, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.2649450045728585, "alpha_spy_stated": 0.2735259424505979, "alpha_c_stated": 0.1929804280529135, "price_path": [-0.4697, -0.485, -0.4578, -0.4624, -0.4485, -0.4577, -0.4616, -0.4474, -0.4647, -0.4688, -0.4684, -0.5109, -0.4838, -0.4886, -0.523, -0.4985, -0.4808, -0.4607, -0.4779, -0.4511, -0.4309, -0.4053, -0.4052, -0.4277, -0.4553, -0.4792, -0.4905, -0.5078, -0.5421, -0.5399, -0.5853, -0.5646, -0.526, -0.528, -0.528, -0.5132, -0.5134, -0.4759, -0.4568, -0.458, -0.4503, -0.3999, -0.4121, -0.4108, -0.4136, -0.4221, -0.4209, -0.3718, -0.3792, -0.3599, -0.324, -0.3502, -0.3319, -0.3336, -0.3013, -0.2572, -0.175, -0.141, -0.1667, -0.0376, 0.0249, -0.0122, 0.0356, 0.0, -0.0662, -0.1217, -0.0996, -0.0567, -0.0179, -0.0322, -0.0322, 0.1545, 0.1964, 0.1901, 0.2513, 0.3344, 0.3712, 0.3912, 0.2835, 0.1134, 0.2233, 0.206, 0.1493, 0.2833, 0.2649, 0.402, 0.3154, 0.3443, 0.4613, 0.4613, 0.561, 0.3554, 0.3554, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2054064362479108538", "ticker_idx": 0, "ts": "2026-05-12T05:01:21+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Palantir is going to blow everyone away", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish PLTR on Agentic AI deployment; expects it to outperform once the market shifts attention from chips.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "reply_other", "lang": "en", "tweet_text": "I really don't know when the market is going to care about Agentic AI at the software level. I think there hasn't been a silver bullet demo yet. Maybe there are some out there but probably the 'meh' type. The thing is, Palantir is going to blow everyone away. Chips are consuming all the oxygen, for NOW.", "reply_text": null, "parent_text": "@TradexWhisperer @number1Rory Do you think it's too early to take a position?\n\nWhat do you think of Huang’s vision on the deployment of AI agents in organizations?", "quoted_text": null, "parent_author": "Emmanue61674930", "ret_m1d": 0.0065441131591796875, "ret_signed_m1d": 0.0065441131591796875, "alpha_spy_m1d": 0.005026861980953701, "alpha_c_m1d": 0.005026861980953701, "bench_spy_m1d": 0.0015172511782259868, "bench_c_m1d": 0.0015172511782259868, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04374997756060428, "ret_signed_p1d": -0.04374997756060428, "alpha_spy_p1d": -0.0493448153752154, "alpha_c_p1d": -0.0493448153752154, "bench_spy_p1d": 0.00559483781461112, "bench_c_p1d": 0.00559483781461112, "ret_p1w": -0.005441216861500453, "ret_signed_p1w": -0.005441216861500453, "alpha_spy_p1w": 0.0005870857627563453, "alpha_c_p1w": 0.0005870857627563453, "bench_spy_p1w": -0.006028302624256798, "bench_c_p1w": -0.006028302624256798, "ret_p1m": -0.0425734800450942, "ret_signed_p1m": -0.0425734800450942, "alpha_spy_p1m": -0.025301287604292733, "alpha_c_p1m": -0.025301287604292733, "bench_spy_p1m": -0.01727219244080147, "bench_c_p1m": -0.01727219244080147, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.0425734800450942, "alpha_spy_stated": -0.025301287604292733, "alpha_c_stated": -0.025301287604292733, "price_path": [-0.0505, -0.0337, -0.0337, -0.0219, -0.0046, -0.0082, -0.0056, -0.0397, -0.0526, -0.0133, -0.0004, 0.0088, 0.0674, 0.0825, 0.1264, 0.1226, 0.1556, 0.1502, 0.1113, 0.1147, 0.1287, 0.1099, 0.1229, 0.1403, 0.1233, 0.1447, 0.1079, 0.1826, 0.1381, 0.1394, 0.085, 0.0519, 0.0114, 0.0756, 0.0771, 0.0916, 0.0916, 0.0877, 0.1035, 0.035, -0.0405, -0.0584, -0.0267, -0.0022, 0.0452, 0.0497, 0.0764, 0.0727, 0.0733, 0.1222, 0.041, 0.0521, 0.0522, 0.0381, 0.0145, 0.0229, 0.0593, 0.0737, -0.0007, -0.0163, 0.0077, 0.0132, 0.0065, 0.0, -0.0437, -0.0167, -0.0148, -0.0063, -0.0054, 0.0085, 0.0104, 0.0065, 0.0065, 0.0044, -0.0257, 0.054, 0.151, 0.1812, 0.1189, 0.0456, 0.0419, -0.0035, 0.0035, -0.0289, -0.0426, -0.0362, -0.0589, -0.0095, -0.0202, -0.0395, -0.0554, -0.0554, -0.1213, -0.1419, -0.1419, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2045567678128279733", "ticker_idx": 0, "ts": "2026-04-18T18:18:33+00:00", "symbol": "LITE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I am staying with $LITE $COHR $GLW", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Staying long LITE, COHR, GLW as optics plays and TSM, ASX for co-packaged optics exposure.", "resolved_tickers": ["LITE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "reply_other", "lang": "en", "tweet_text": "Photonics are taking off because most are small caps. They are easily modulated by the sudden investments that come in. Now having said that, the need for optics is REAL (reserach Ultra Rubin). Whole suupply chain is trying to figure how important they will become in the next 5 years. You need lasers but you need special materials for lasers but you also need special Co-Packaged-Optics for these to work in tandem with Silicon Chips... now you need more Pure Fiber Optics glass... now you need Optics Foundry as well. So yeah, the whole chain is moving. It's hype/real depending which company we are taking about. If psychology is what you're seeking stay invested on easy to understand optics players. I am staying with $LITE $COHR $GLW. $TSM $ASX for CPO.", "reply_text": null, "parent_text": "@TradexWhisperer Is photonics really a memory play in disguise?  has the easy money been made? And how many of the many photonics companies would you expect to deliver on their hype?", "quoted_text": null, "parent_author": "Rollneck", "ret_m1d": -0.0011618438452960511, "ret_signed_m1d": -0.0011618438452960511, "alpha_spy_m1d": -0.0031655859136912046, "alpha_c_m1d": -0.0031655859136912046, "bench_spy_m1d": 0.0020037420683951535, "bench_c_m1d": 0.0020037420683951535, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.06500877366321811, "ret_signed_p1d": -0.06500877366321811, "alpha_spy_p1d": -0.058461880814678624, "alpha_c_p1d": -0.058461880814678624, "bench_spy_p1d": -0.006546892848539487, "bench_c_p1d": -0.006546892848539487, "ret_p1w": -0.03958171985073522, "ret_signed_p1w": -0.03958171985073522, "alpha_spy_p1w": -0.04868269957501015, "alpha_c_p1w": -0.04868269957501015, "bench_spy_p1w": 0.009100979724274927, "bench_c_p1w": 0.009100979724274927, "ret_p1m": -0.0056082029898505414, "ret_signed_p1m": -0.0056082029898505414, "alpha_spy_p1m": -0.04089727216113004, "alpha_c_p1m": -0.04089727216113004, "bench_spy_p1m": 0.0352890691712795, "bench_c_p1m": 0.0352890691712795, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.0056082029898505414, "alpha_spy_stated": -0.04089727216113004, "alpha_c_stated": -0.04089727216113004, "price_path": [-0.5951, -0.604, -0.6211, -0.6286, -0.5859, -0.5699, -0.5739, -0.5622, -0.527, -0.5139, -0.4799, -0.4365, -0.3833, -0.3552, -0.3731, -0.3586, -0.3482, -0.3713, -0.3713, -0.3292, -0.3361, -0.2899, -0.254, -0.2462, -0.2311, -0.1918, -0.2437, -0.217, -0.125, -0.2242, -0.2394, -0.2729, -0.3761, -0.2842, -0.2493, -0.2493, -0.3117, -0.3046, -0.3019, -0.2743, -0.2171, -0.1374, -0.2109, -0.1856, -0.104, -0.1318, -0.2305, -0.2149, -0.2685, -0.2149, -0.1457, -0.0762, -0.0762, -0.1372, -0.0887, 0.001, -0.0011, 0.0024, -0.0267, -0.0473, -0.0794, -0.0043, -0.0012, 0.0, -0.065, -0.024, -0.0539, -0.015, -0.0396, -0.1159, -0.0411, 0.0081, 0.0612, 0.0906, 0.1111, 0.0549, -0.0028, 0.0097, 0.1765, 0.1087, 0.1511, 0.1192, 0.0844, -0.0113, -0.0056, -0.0302, 0.0775, 0.0579, 0.0579, 0.0175, 0.008, -0.0385, -0.0449, 0.011, 0.1497, 0.0479, 0.0558, -0.0351, 0.0003, -0.0819, -0.0468, -0.0062, 0.0295, 0.0694, -0.0221, -0.0281, -0.0504, -0.0504, -0.0013, -0.0751, -0.0751, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2045567678128279733", "ticker_idx": 1, "ts": "2026-04-18T18:18:33+00:00", "symbol": "COHR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I am staying with $LITE $COHR $GLW", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Staying long LITE, COHR, GLW as optics plays and TSM, ASX for co-packaged optics exposure.", "resolved_tickers": ["COHR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Scientific & Technical Instruments'", "bench_c_industry": "Scientific & Technical Instruments", "unit_kind": "reply_other", "lang": "en", "tweet_text": "Photonics are taking off because most are small caps. They are easily modulated by the sudden investments that come in. Now having said that, the need for optics is REAL (reserach Ultra Rubin). Whole suupply chain is trying to figure how important they will become in the next 5 years. You need lasers but you need special materials for lasers but you also need special Co-Packaged-Optics for these to work in tandem with Silicon Chips... now you need more Pure Fiber Optics glass... now you need Optics Foundry as well. So yeah, the whole chain is moving. It's hype/real depending which company we are taking about. If psychology is what you're seeking stay invested on easy to understand optics players. I am staying with $LITE $COHR $GLW. $TSM $ASX for CPO.", "reply_text": null, "parent_text": "@TradexWhisperer Is photonics really a memory play in disguise?  has the easy money been made? And how many of the many photonics companies would you expect to deliver on their hype?", "quoted_text": null, "parent_author": "Rollneck", "ret_m1d": -0.007165320946100229, "ret_signed_m1d": -0.007165320946100229, "alpha_spy_m1d": -0.009169063014495382, "alpha_c_m1d": -0.005806740788388276, "bench_spy_m1d": 0.0020037420683951535, "bench_c_m1d": -0.0013585801577119527, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.010704731133391099, "ret_signed_p1d": -0.010704731133391099, "alpha_spy_p1d": -0.0041578382848516116, "alpha_c_p1d": -0.011545874614084295, "bench_spy_p1d": -0.006546892848539487, "bench_c_p1d": 0.0008411434806931961, "ret_p1w": -0.07476046806205705, "ret_signed_p1w": -0.07476046806205705, "alpha_spy_p1w": -0.08386144778633198, "alpha_c_p1w": -0.11364511773716424, "bench_spy_p1w": 0.009100979724274927, "bench_c_p1w": 0.038884649675107186, "ret_p1m": 0.01761098945413142, "ret_signed_p1m": 0.01761098945413142, "alpha_spy_p1m": -0.017678079717148076, "alpha_c_p1m": -0.1032482816075675, "bench_spy_p1m": 0.0352890691712795, "bench_c_p1m": 0.12085927106169891, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.01761098945413142, "alpha_spy_stated": -0.017678079717148076, "alpha_c_stated": -0.1032482816075675, "price_path": [-0.4203, -0.4166, -0.4333, -0.4309, -0.3842, -0.3636, -0.3788, -0.3894, -0.3599, -0.3405, -0.3928, -0.3979, -0.3448, -0.3023, -0.3428, -0.3563, -0.3781, -0.3749, -0.3749, -0.367, -0.3557, -0.331, -0.2858, -0.2838, -0.2666, -0.2291, -0.2802, -0.2549, -0.1399, -0.1919, -0.2091, -0.2695, -0.3217, -0.2739, -0.25, -0.2765, -0.3057, -0.3014, -0.2882, -0.2927, -0.2598, -0.207, -0.2702, -0.2661, -0.2163, -0.2172, -0.2999, -0.2994, -0.3679, -0.3145, -0.2869, -0.2571, -0.2571, -0.2713, -0.2659, -0.1891, -0.1823, -0.1151, -0.1139, -0.0981, -0.1131, -0.0561, -0.0072, 0.0, -0.0107, 0.0085, -0.0283, -0.0329, -0.0748, -0.1253, -0.1225, -0.08, -0.0518, -0.0507, -0.0339, -0.0082, -0.0815, -0.0353, 0.0926, 0.0763, 0.1617, 0.1653, 0.1005, 0.0441, 0.0176, 0.0316, 0.0877, 0.0865, 0.0865, 0.0974, 0.094, 0.0847, 0.0402, 0.0443, 0.2284, 0.2012, 0.2141, 0.0848, 0.1566, 0.0243, 0.0209, 0.0462, 0.108, 0.1909, 0.1016, 0.0902, 0.121, 0.121, 0.2244, 0.097, 0.097, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2045567678128279733", "ticker_idx": 2, "ts": "2026-04-18T18:18:33+00:00", "symbol": "GLW", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I am staying with $LITE $COHR $GLW", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Staying long LITE, COHR, GLW as optics plays and TSM, ASX for co-packaged optics exposure.", "resolved_tickers": ["GLW"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Electronic Components'", "bench_c_industry": "Electronic Components", "unit_kind": "reply_other", "lang": "en", "tweet_text": "Photonics are taking off because most are small caps. They are easily modulated by the sudden investments that come in. Now having said that, the need for optics is REAL (reserach Ultra Rubin). Whole suupply chain is trying to figure how important they will become in the next 5 years. You need lasers but you need special materials for lasers but you also need special Co-Packaged-Optics for these to work in tandem with Silicon Chips... now you need more Pure Fiber Optics glass... now you need Optics Foundry as well. So yeah, the whole chain is moving. It's hype/real depending which company we are taking about. If psychology is what you're seeking stay invested on easy to understand optics players. I am staying with $LITE $COHR $GLW. $TSM $ASX for CPO.", "reply_text": null, "parent_text": "@TradexWhisperer Is photonics really a memory play in disguise?  has the easy money been made? And how many of the many photonics companies would you expect to deliver on their hype?", "quoted_text": null, "parent_author": "Rollneck", "ret_m1d": -0.006046707013777297, "ret_signed_m1d": -0.006046707013777297, "alpha_spy_m1d": -0.00805044908217245, "alpha_c_m1d": -0.004688126856065344, "bench_spy_m1d": 0.0020037420683951535, "bench_c_m1d": -0.0013585801577119527, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0004232214396218126, "ret_signed_p1d": 0.0004232214396218126, "alpha_spy_p1d": 0.0069701142881613, "alpha_c_p1d": -0.00041792204107138353, "bench_spy_p1d": -0.006546892848539487, "bench_c_p1d": 0.0008411434806931961, "ret_p1w": 0.015902684203435324, "ret_signed_p1w": 0.015902684203435324, "alpha_spy_p1w": 0.0068017044791603976, "alpha_c_p1w": -0.02298196547167186, "bench_spy_p1w": 0.009100979724274927, "bench_c_p1w": 0.038884649675107186, "ret_p1m": 0.06318779259340301, "ret_signed_p1m": 0.06318779259340301, "alpha_spy_p1m": 0.027898723422123517, "alpha_c_p1m": -0.0576714784682959, "bench_spy_p1m": 0.0352890691712795, "bench_c_p1m": 0.12085927106169891, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.06318779259340301, "alpha_spy_stated": 0.027898723422123517, "alpha_c_stated": -0.0576714784682959, "price_path": [-0.4356, -0.431, -0.4369, -0.4269, -0.3377, -0.3706, -0.3784, -0.3768, -0.3339, -0.3193, -0.338, -0.3193, -0.2627, -0.207, -0.2269, -0.1979, -0.2063, -0.1945, -0.1945, -0.2123, -0.2033, -0.2155, -0.158, -0.1234, -0.0851, -0.0317, -0.0929, -0.0907, -0.0455, -0.1077, -0.1242, -0.1853, -0.2545, -0.2197, -0.1763, -0.2033, -0.2153, -0.2193, -0.2015, -0.2146, -0.2148, -0.1953, -0.2467, -0.2081, -0.1413, -0.1151, -0.1818, -0.1728, -0.2227, -0.1778, -0.1391, -0.1056, -0.1056, -0.1142, -0.1019, -0.0017, 0.0267, 0.0354, 0.0592, 0.045, 0.0175, 0.0042, -0.006, 0.0, 0.0004, 0.0204, 0.0249, 0.0636, 0.0159, -0.0746, -0.0815, -0.0069, -0.0431, -0.0328, -0.0198, 0.0979, 0.1029, 0.1304, 0.254, 0.1987, 0.2487, 0.2594, 0.1598, 0.0796, 0.0632, 0.0926, 0.1603, 0.1734, 0.1734, 0.1862, 0.1543, 0.1064, 0.0971, 0.0701, 0.2136, 0.2158, 0.1973, 0.0754, 0.1357, 0.0534, 0.0184, 0.0692, 0.0852, 0.1378, 0.0744, 0.0622, 0.1804, 0.1804, 0.2707, 0.1753, 0.1753, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2045567678128279733", "ticker_idx": 3, "ts": "2026-04-18T18:18:33+00:00", "symbol": "TSM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$TSM $ASX for CPO", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Staying long LITE, COHR, GLW as optics plays and TSM, ASX for co-packaged optics exposure.", "resolved_tickers": ["TSM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "Photonics are taking off because most are small caps. They are easily modulated by the sudden investments that come in. Now having said that, the need for optics is REAL (reserach Ultra Rubin). Whole suupply chain is trying to figure how important they will become in the next 5 years. You need lasers but you need special materials for lasers but you also need special Co-Packaged-Optics for these to work in tandem with Silicon Chips... now you need more Pure Fiber Optics glass... now you need Optics Foundry as well. So yeah, the whole chain is moving. It's hype/real depending which company we are taking about. If psychology is what you're seeking stay invested on easy to understand optics players. I am staying with $LITE $COHR $GLW. $TSM $ASX for CPO.", "reply_text": null, "parent_text": "@TradexWhisperer Is photonics really a memory play in disguise?  has the easy money been made? And how many of the many photonics companies would you expect to deliver on their hype?", "quoted_text": null, "parent_author": "Rollneck", "ret_m1d": 0.011631755780736164, "ret_signed_m1d": 0.011631755780736164, "alpha_spy_m1d": 0.00962801371234101, "alpha_c_m1d": 0.01120065781816404, "bench_spy_m1d": 0.0020037420683951535, "bench_c_m1d": 0.0004310979625721245, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.00502400710670825, "ret_signed_p1d": 0.00502400710670825, "alpha_spy_p1d": 0.011570899955247738, "alpha_c_p1d": 0.0035152300140199877, "bench_spy_p1d": -0.006546892848539487, "bench_c_p1d": 0.0015087770926882627, "ret_p1w": 0.10577768334239135, "ret_signed_p1w": 0.10577768334239135, "alpha_spy_p1w": 0.09667670361811642, "alpha_c_p1w": 0.014605989468777558, "bench_spy_p1w": 0.009100979724274927, "bench_c_p1w": 0.09117169387361379, "ret_p1m": 0.0720019430526222, "ret_signed_p1m": 0.0720019430526222, "alpha_spy_p1m": 0.0367128738813427, "alpha_c_p1m": -0.10042678354227408, "bench_spy_p1m": 0.0352890691712795, "bench_c_p1m": 0.17242872659489628, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.0720019430526222, "alpha_spy_stated": 0.0367128738813427, "alpha_c_stated": -0.10042678354227408, "price_path": [-0.112, -0.1086, -0.0882, -0.0941, -0.0788, -0.068, -0.0755, -0.1, -0.0706, -0.0858, -0.1131, -0.0995, -0.0502, -0.0323, -0.0146, 0.0186, 0.0023, -0.0025, -0.0025, -0.0084, -0.0136, -0.0187, 0.0089, 0.0075, 0.0503, 0.0557, 0.026, 0.0199, 0.005, -0.0385, -0.0268, -0.0365, -0.0773, -0.0506, -0.055, -0.0346, -0.0832, -0.0789, -0.0736, -0.0553, -0.0728, -0.075, -0.101, -0.0759, -0.0628, -0.0505, -0.1096, -0.1079, -0.1358, -0.0772, -0.0676, -0.0743, -0.0743, -0.0668, -0.0571, -0.0009, -0.002, 0.0119, 0.0091, 0.0373, 0.0242, -0.0079, 0.0116, 0.0, 0.005, 0.0579, 0.0448, 0.0989, 0.1058, 0.0713, 0.0753, 0.0814, 0.0858, 0.0966, 0.0769, 0.1454, 0.1308, 0.1241, 0.1046, 0.0848, 0.0916, 0.1406, 0.1041, 0.0811, 0.072, 0.0966, 0.1117, 0.1045, 0.1045, 0.1258, 0.1542, 0.1601, 0.1426, 0.1895, 0.2197, 0.1924, 0.2148, 0.1336, 0.1654, 0.1684, 0.1161, 0.1524, 0.1602, 0.208, 0.1654, 0.1827, 0.2648, 0.2648, 0.2799, 0.1943, 0.1943, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2045567678128279733", "ticker_idx": 4, "ts": "2026-04-18T18:18:33+00:00", "symbol": "ASX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$TSM $ASX for CPO", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Staying long LITE, COHR, GLW as optics plays and TSM, ASX for co-packaged optics exposure.", "resolved_tickers": ["ASX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "Photonics are taking off because most are small caps. They are easily modulated by the sudden investments that come in. Now having said that, the need for optics is REAL (reserach Ultra Rubin). Whole suupply chain is trying to figure how important they will become in the next 5 years. You need lasers but you need special materials for lasers but you also need special Co-Packaged-Optics for these to work in tandem with Silicon Chips... now you need more Pure Fiber Optics glass... now you need Optics Foundry as well. So yeah, the whole chain is moving. It's hype/real depending which company we are taking about. If psychology is what you're seeking stay invested on easy to understand optics players. I am staying with $LITE $COHR $GLW. $TSM $ASX for CPO.", "reply_text": null, "parent_text": "@TradexWhisperer Is photonics really a memory play in disguise?  has the easy money been made? And how many of the many photonics companies would you expect to deliver on their hype?", "quoted_text": null, "parent_author": "Rollneck", "ret_m1d": -0.02356559145752768, "ret_signed_m1d": -0.02356559145752768, "alpha_spy_m1d": -0.025569333525922833, "alpha_c_m1d": -0.023996689420099804, "bench_spy_m1d": 0.0020037420683951535, "bench_c_m1d": 0.0004310979625721245, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.010928951069668846, "ret_signed_p1d": 0.010928951069668846, "alpha_spy_p1d": 0.017475843918208334, "alpha_c_p1d": 0.009420173976980584, "bench_spy_p1d": -0.006546892848539487, "bench_c_p1d": 0.0015087770926882627, "ret_p1w": 0.05362020689911695, "ret_signed_p1w": 0.05362020689911695, "alpha_spy_p1w": 0.044519227174842024, "alpha_c_p1w": -0.03755148697449684, "bench_spy_p1w": 0.009100979724274927, "bench_c_p1w": 0.09117169387361379, "ret_p1m": 0.05498629321198223, "ret_signed_p1m": 0.05498629321198223, "alpha_spy_p1m": 0.019697224040702732, "alpha_c_p1m": -0.11744243338291405, "bench_spy_p1m": 0.0352890691712795, "bench_c_p1m": 0.17242872659489628, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.05498629321198223, "alpha_spy_stated": 0.019697224040702732, "alpha_c_stated": -0.11744243338291405, "price_path": [-0.3518, -0.349, -0.3378, -0.3227, -0.3145, -0.3081, -0.3245, -0.3518, -0.3371, -0.3378, -0.3514, -0.3081, -0.2865, -0.2435, -0.2319, -0.1892, -0.1988, -0.2008, -0.2008, -0.1984, -0.2029, -0.2083, -0.1817, -0.1981, -0.1523, -0.1424, -0.1725, -0.1704, -0.1735, -0.238, -0.2452, -0.2466, -0.2787, -0.2602, -0.2585, -0.252, -0.2831, -0.2657, -0.265, -0.2544, -0.2602, -0.252, -0.2722, -0.2596, -0.2647, -0.235, -0.2681, -0.2657, -0.2865, -0.2596, -0.2322, -0.2391, -0.2391, -0.2298, -0.2421, -0.1755, -0.1629, -0.1516, -0.0932, -0.0823, -0.07, -0.0574, -0.0236, 0.0, 0.0109, 0.0229, 0.0181, 0.0929, 0.0536, 0.0273, 0.0447, 0.0727, 0.0789, 0.1025, 0.1421, 0.1667, 0.1387, 0.1691, 0.2056, 0.1708, 0.2114, 0.2039, 0.1547, 0.0809, 0.055, 0.0823, 0.1148, 0.1889, 0.1889, 0.3303, 0.3344, 0.3866, 0.3098, 0.3036, 0.3408, 0.363, 0.3115, 0.1622, 0.2131, 0.1981, 0.1714, 0.2568, 0.3019, 0.3149, 0.2582, 0.2787, 0.3852, 0.3852, 0.4898, 0.3583, 0.3583, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2051658558794858866", "ticker_idx": 0, "ts": "2026-05-05T13:41:33+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU $626, +910% since my \"Bargain of the Century\" callout. What's next? $MU $DRAM is next.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish MU; author signals further upside ahead after prior +910% call, with DRAM as the next catalyst.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU $626, +910% since my \"Bargain of the Century\" callout\n\nWhat's next? $MU $DRAM is next.\n\nChoose your notifications wisely https://t.co/JgWTkwmkva", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": -0.09957825489604055, "ret_signed_m1d": -0.09957825489604055, "alpha_spy_m1d": -0.0916198701547658, "alpha_c_m1d": -0.06915870636398924, "bench_spy_m1d": -0.007958384741274749, "bench_c_m1d": -0.03041954853205131, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.04122151537838992, "ret_signed_p1d": 0.04122151537838992, "alpha_spy_p1d": 0.027322115685615822, "alpha_c_p1d": -0.010568278185249858, "bench_spy_p1d": 0.013899399692774095, "bench_c_p1d": 0.051789793563639774, "ret_p1w": 0.19740706415660458, "ret_signed_p1w": 0.19740706415660458, "alpha_spy_p1w": 0.17749749027809814, "alpha_c_p1w": 0.12363485237048688, "bench_spy_p1w": 0.019909573878506448, "bench_c_p1w": 0.0737722117861177, "ret_p1m": 0.6863010398380709, "ret_signed_p1m": 0.6863010398380709, "alpha_spy_p1m": 0.6442020892068576, "alpha_c_p1m": 0.46588354297658974, "bench_spy_p1m": 0.04209895063121327, "bench_c_p1m": 0.22041749686148115, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.6863010398380709, "alpha_spy_stated": 0.6442020892068576, "alpha_c_stated": 0.46588354297658974, "price_path": [-0.4022, -0.3837, -0.4012, -0.4172, -0.3593, -0.3536, -0.3573, -0.3573, -0.3758, -0.3427, -0.3484, -0.3315, -0.3427, -0.3473, -0.3302, -0.3512, -0.3561, -0.3557, -0.4072, -0.3743, -0.3801, -0.4218, -0.3921, -0.3706, -0.3463, -0.3671, -0.3347, -0.3102, -0.2791, -0.2791, -0.3063, -0.3397, -0.3687, -0.3824, -0.4034, -0.445, -0.4423, -0.4973, -0.4723, -0.4254, -0.4279, -0.4279, -0.4099, -0.4102, -0.3647, -0.3416, -0.343, -0.3337, -0.2726, -0.2874, -0.2858, -0.2892, -0.2996, -0.2981, -0.2386, -0.2475, -0.2241, -0.1806, -0.2123, -0.1902, -0.1922, -0.1531, -0.0996, 0.0, 0.0412, 0.01, 0.1665, 0.2423, 0.1974, 0.2553, 0.2121, 0.1319, 0.0646, 0.0914, 0.1434, 0.1904, 0.1731, 0.1731, 0.3994, 0.4502, 0.4425, 0.5167, 0.6175, 0.6621, 0.6863, 0.5558, 0.3496, 0.4828, 0.4619, 0.3931, 0.5556, 0.5333, 0.6995, 0.5944, 0.6295, 0.7713, 0.7713, 0.8922, 0.6429, 0.6429, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2054694494713602474", "ticker_idx": 0, "ts": "2026-05-13T22:45:16+00:00", "symbol": "COHR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$COHR is building toward another BLUE candle launch. Setup is there.", "tweet_type": "prediction", "timeline": "weeks", "summary": "Bullish COHR on optical transceiver demand for AI bandwidth; chart setup signals another upside launch.", "resolved_tickers": ["COHR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Scientific & Technical Instruments'", "bench_c_industry": "Scientific & Technical Instruments", "unit_kind": "quote", "lang": "en", "tweet_text": "$COHR +65% since the BLUE candle call in April\n\nNot luck. Structure.\n\nAI is not just a compute problem. It is a bandwidth problem. Above 400 gigabits per second, optical transceivers are not optional.\n\nGet 300+ charts daily. Try it free:\nhttps://t.co/ZQDP5HCFyq https://t.co/gzOxbFdwHB", "reply_text": null, "parent_text": null, "quoted_text": "$COHR is building toward another BLUE candle launch. Setup is there. Crossing fingers on geopolitics/macro sentiment.\n\nGet 280+ charts daily. Try it free:\nhttps://t.co/ZQDP5HCFyq https://t.co/1bjyGJoJIL", "parent_author": null, "ret_m1d": -0.0030375141475584844, "ret_signed_m1d": -0.0030375141475584844, "alpha_spy_m1d": 0.00479496867114082, "alpha_c_m1d": 0.011725668782527787, "bench_spy_m1d": -0.007832482818699305, "bench_c_m1d": -0.014763182930086272, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.05553906776011652, "ret_signed_p1d": -0.05553906776011652, "alpha_spy_p1d": -0.043509724003320316, "alpha_c_p1d": -0.037488907849677955, "bench_spy_p1d": -0.012029343756796207, "bench_c_p1d": -0.018050159910438568, "ret_p1w": -0.06652838020196439, "ret_signed_p1w": -0.06652838020196439, "alpha_spy_p1w": -0.05924388655336332, "alpha_c_p1w": -0.061514465806518426, "bench_spy_p1w": -0.007284493648601065, "bench_c_p1w": -0.005013914395445962, "ret_p1m": -0.04916778668956101, "ret_signed_p1m": -0.04916778668956101, "alpha_spy_p1m": -0.04058684881182162, "alpha_c_p1m": -0.07869423765827488, "bench_spy_p1m": -0.008580937877739392, "bench_c_p1m": 0.02952645096871387, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.04916778668956101, "alpha_spy_stated": -0.04058684881182162, "alpha_c_stated": -0.07869423765827488, "price_path": [-0.4636, -0.4568, -0.4471, -0.4259, -0.3871, -0.3854, -0.3706, -0.3384, -0.3823, -0.3606, -0.2618, -0.3065, -0.3212, -0.3731, -0.4179, -0.3769, -0.3563, -0.3791, -0.4042, -0.4005, -0.3891, -0.393, -0.3648, -0.3195, -0.3737, -0.3702, -0.3275, -0.3282, -0.3992, -0.3987, -0.4576, -0.4117, -0.3881, -0.3625, -0.3625, -0.3747, -0.37, -0.3041, -0.2982, -0.2406, -0.2396, -0.226, -0.2389, -0.19, -0.148, -0.1418, -0.151, -0.1345, -0.1661, -0.17, -0.206, -0.2493, -0.247, -0.2105, -0.1863, -0.1853, -0.1709, -0.1488, -0.2118, -0.1721, -0.0624, -0.0764, -0.003, 0.0, -0.0555, -0.104, -0.1267, -0.1147, -0.0665, -0.0676, -0.0676, -0.0583, -0.0611, -0.0691, -0.1073, -0.1038, 0.0542, 0.0308, 0.0419, -0.069, -0.0074, -0.121, -0.1239, -0.1021, -0.0492, 0.022, -0.0547, -0.0644, -0.038, -0.038, 0.0507, -0.0586, -0.0586, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2034370279934493073", "ticker_idx": 0, "ts": "2026-03-18T20:44:06+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Fundamentals don't expire overnight. Patience is my edge.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish MU after earnings print; selling is for event/fear traders, fundamentals intact.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "Who sells $MU after a print like that?\n\nSomeone who was never really long to begin with. Event trader. Fear trader. Headline trader.\n\nFundamentals don't expire overnight. Patience is my edge.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.039300492601358705, "ret_signed_m1d": 0.039300492601358705, "alpha_spy_m1d": 0.03683002338053165, "alpha_c_m1d": 0.04246569050852611, "bench_spy_m1d": 0.002470469220827054, "bench_c_m1d": -0.0031651979071674052, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04810137299176742, "ret_signed_p1d": -0.04810137299176742, "alpha_spy_p1d": -0.033765676724914706, "alpha_c_p1d": -0.022323942506537797, "bench_spy_p1d": -0.014335696266852715, "bench_c_p1d": -0.025777430485229624, "ret_p1w": -0.1999009602022468, "ret_signed_p1w": -0.1999009602022468, "alpha_spy_p1w": -0.18027651616244322, "alpha_c_p1w": -0.1642481277017227, "bench_spy_p1w": -0.019624444039803568, "bench_c_p1w": -0.03565283250052409, "ret_p1m": 0.024739883090157067, "ret_signed_p1m": 0.024739883090157067, "alpha_spy_p1m": -0.05449545344513007, "alpha_c_p1m": -0.15058673465555272, "bench_spy_p1m": 0.07923533653528714, "bench_c_p1m": 0.1753266177457098, "ret_p3m": 1.2985770897555384, "ret_signed_p3m": 1.2985770897555384, "alpha_spy_p3m": 1.1582629937501192, "alpha_c_p3m": 0.7387675611034268, "bench_spy_p3m": 0.14031409600541922, "bench_c_p3m": 0.5598095286521116, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.024739883090157067, "alpha_spy_stated": -0.05449545344513007, "alpha_c_stated": -0.15058673465555272, "price_path": [-0.3777, -0.3784, -0.355, -0.355, -0.3592, -0.3374, -0.3413, -0.3576, -0.3576, -0.29, -0.2974, -0.227, -0.2357, -0.2639, -0.2232, -0.2215, -0.2389, -0.2497, -0.2423, -0.1835, -0.1835, -0.1784, -0.1242, -0.1051, -0.1004, -0.1242, -0.0766, -0.0202, -0.0191, -0.0662, -0.0146, -0.0559, -0.146, -0.1382, -0.1116, -0.1368, -0.1599, -0.0764, -0.0682, -0.0734, -0.0734, -0.1001, -0.0525, -0.0606, -0.0362, -0.0524, -0.0591, -0.0344, -0.0646, -0.0718, -0.0711, -0.1454, -0.0979, -0.1063, -0.1665, -0.1237, -0.0926, -0.0576, -0.0876, -0.0408, -0.0056, 0.0392, 0.0393, 0.0, -0.0481, -0.0899, -0.1097, -0.14, -0.1999, -0.1959, -0.2754, -0.2392, -0.1717, -0.1753, -0.1753, -0.1493, -0.1498, -0.0841, -0.0508, -0.0529, -0.0395, 0.0486, 0.0274, 0.0296, 0.0247, 0.0098, 0.0119, 0.0977, 0.0848, 0.1185, 0.1812, 0.1356, 0.1675, 0.1646, 0.221, 0.2981, 0.4416, 0.501, 0.4561, 0.6817, 0.7909, 0.7262, 0.8096, 0.7474, 0.6318, 0.5347, 0.5734, 0.6483, 0.7161, 0.6911, 0.6911, 1.0174, 1.0906, 1.0796, 1.1865, 1.3318, 1.3962, 1.431, 1.2428, 0.9456, 1.1376, 1.1075, 1.0084, 1.2425, 1.2104, 1.45, 1.2986, 1.3491, 1.5536, 1.5536, 1.7278, 1.3684, 1.3684, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2035852246475591967", "ticker_idx": 0, "ts": "2026-03-22T22:52:54+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "people with good memory will miss the generational opportunity", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish Micron as a generational opportunity; anchoring to post-covid dip obscures structural improvements.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@Deenobrown123 @gregory_FTA Well analyzed 👏\nI think people are anchored in that post-covid dip that should've never existed. Micron's structural changes started much earlier only to be ruined by covid. I think people with good memory will miss the generational opportunity.", "reply_text": null, "parent_text": "@TradexWhisperer @gregory_FTA Yeh. I said something similar a few days ago.  Except I use their profits. The first time Nvidia made over $20 billion in a quarter was the quarter of January 2025. Last year. And they were valued at 3 trillion. Micron’s  gonna make $20 billion next quarter and they’re not even", "quoted_text": null, "parent_author": "Deenobrown123", "ret_m1d": 0.04587608576961788, "ret_signed_m1d": 0.04587608576961788, "alpha_spy_m1d": 0.05626697277273662, "alpha_c_m1d": 0.06279144596220554, "bench_spy_m1d": -0.010390887003118743, "bench_c_m1d": -0.01691536019258766, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.021812755900196712, "ret_signed_p1d": -0.021812755900196712, "alpha_spy_p1d": -0.018455941423019206, "alpha_c_p1d": -0.030066054927246122, "bench_spy_p1d": -0.0033568144771775055, "bench_c_p1d": 0.00825329902704941, "ret_p1w": -0.2038205167448306, "ret_signed_p1w": -0.2038205167448306, "alpha_spy_p1w": -0.168100768924211, "alpha_c_p1w": -0.13015435860051405, "bench_spy_p1w": -0.035719747820619596, "bench_c_p1w": -0.07366615814431654, "ret_p1m": 0.11183080685194713, "ret_signed_p1m": 0.11183080685194713, "alpha_spy_p1m": 0.037522725007372415, "alpha_c_p1m": -0.07546483157337813, "bench_spy_p1m": 0.07430808184457471, "bench_c_p1m": 0.18729563842532526, "ret_p3m": 1.8056544396831904, "ret_signed_p3m": 1.8056544396831904, "alpha_spy_p3m": 1.6633190446926047, "alpha_c_p3m": 1.119534167857148, "bench_spy_p3m": 0.14233539499058567, "bench_c_p3m": 0.6861202718260424, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.11183080685194713, "alpha_spy_stated": 0.037522725007372415, "alpha_c_stated": -0.07546483157337813, "price_path": [-0.2913, -0.2913, -0.296, -0.272, -0.2763, -0.2942, -0.2942, -0.2199, -0.228, -0.1507, -0.1603, -0.1912, -0.1466, -0.1446, -0.1638, -0.1756, -0.1675, -0.1029, -0.1029, -0.0973, -0.0377, -0.0167, -0.0116, -0.0377, 0.0146, 0.0765, 0.0778, 0.026, 0.0827, 0.0373, -0.0617, -0.0531, -0.0239, -0.0516, -0.0769, 0.0148, 0.0238, 0.0181, 0.0181, -0.0113, 0.0411, 0.0322, 0.0589, 0.0411, 0.0338, 0.061, 0.0277, 0.0198, 0.0206, -0.061, -0.0089, -0.0181, -0.0842, -0.0372, -0.0031, 0.0355, 0.0025, 0.0539, 0.0926, 0.1418, 0.1419, 0.0987, 0.0459, 0.0, -0.0218, -0.0551, -0.1209, -0.1166, -0.2038, -0.1641, -0.0899, -0.0939, -0.0939, -0.0654, -0.0658, 0.0063, 0.0429, 0.0406, 0.0554, 0.1521, 0.1288, 0.1313, 0.1259, 0.1095, 0.1118, 0.2061, 0.1918, 0.229, 0.2978, 0.2477, 0.2827, 0.2795, 0.3415, 0.4262, 0.5839, 0.6492, 0.5999, 0.8477, 0.9678, 0.8966, 0.9883, 0.92, 0.7929, 0.6862, 0.7288, 0.811, 0.8855, 0.8581, 0.8581, 1.2165, 1.297, 1.2849, 1.4024, 1.562, 1.6327, 1.671, 1.4642, 1.1377, 1.3487, 1.3155, 1.2066, 1.4639, 1.4286, 1.6918, 1.5255, 1.581, 1.8057, 1.8057, 1.9971, 1.6022, 1.6022, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2041713710411214963", "ticker_idx": 0, "ts": "2026-04-08T03:04:16+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$1T mc incoming", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Endorses parent's bullish Micron thesis; $1T market cap incoming.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@Deenobrown123 Really good thoughts here. I really agree. $1T mc incoming.", "reply_text": null, "parent_text": "@TradexWhisperer Micron is about to go nuclear.  The math can only be ignored for so long.  I remember when NVDA traded between $350 -$500 (pre split).  It was 2023.  Then in Jan of 2024, it broke $500. I remember, because that’s when I dumped the rest of my TSLA, and bought more NVDA.  Then she", "quoted_text": null, "parent_author": "Deenobrown123", "ret_m1d": -0.07166922436673195, "ret_signed_m1d": -0.07166922436673195, "alpha_spy_m1d": -0.046832178387664514, "alpha_c_m1d": -0.01723808183300668, "bench_spy_m1d": -0.02483704597906744, "bench_c_m1d": -0.054431142533725274, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03633859902163383, "ret_signed_p1d": 0.03633859902163383, "alpha_spy_p1d": 0.030569581322448247, "alpha_c_p1d": 0.018864883197773574, "bench_spy_p1d": 0.005769017699185586, "bench_c_p1d": 0.01747371582386026, "ret_p1w": 0.12170235454217293, "ret_signed_p1w": 0.12170235454217293, "alpha_spy_p1w": 0.0863035308670772, "alpha_c_p1w": 0.05057782598541438, "bench_spy_p1w": 0.035398823675095725, "bench_c_p1w": 0.07112452855675855, "ret_p1m": 0.5898261436738397, "ret_signed_p1m": 0.5898261436738397, "alpha_spy_p1m": 0.5076232536975849, "alpha_c_p1m": 0.3127525637113582, "bench_spy_p1m": 0.0822028899762548, "bench_c_p1m": 0.2770735799624815, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.5898261436738397, "alpha_spy_stated": 0.5076232536975849, "alpha_c_stated": 0.3127525637113582, "price_path": [-0.1519, -0.15, -0.169, -0.1808, -0.1727, -0.1085, -0.1085, -0.103, -0.0437, -0.0229, -0.0178, -0.0438, 0.0082, 0.0697, 0.071, 0.0196, 0.0759, 0.0308, -0.0676, -0.059, -0.03, -0.0575, -0.0827, 0.0085, 0.0174, 0.0117, 0.0117, -0.0175, 0.0345, 0.0257, 0.0523, 0.0346, 0.0273, 0.0543, 0.0213, 0.0134, 0.0142, -0.0669, -0.0151, -0.0242, -0.09, -0.0432, -0.0093, 0.029, -0.0038, 0.0473, 0.0858, 0.1346, 0.1347, 0.0918, 0.0393, -0.0063, -0.0279, -0.061, -0.1264, -0.1221, -0.2088, -0.1694, -0.0956, -0.0996, -0.0996, -0.0712, -0.0717, 0.0, 0.0363, 0.0341, 0.0488, 0.1449, 0.1217, 0.1242, 0.1189, 0.1025, 0.1049, 0.1985, 0.1844, 0.2213, 0.2897, 0.2399, 0.2747, 0.2715, 0.3331, 0.4173, 0.574, 0.6389, 0.5898, 0.8361, 0.9554, 0.8847, 0.9758, 0.9079, 0.7817, 0.6757, 0.7179, 0.7997, 0.8737, 0.8464, 0.8464, 1.2026, 1.2826, 1.2706, 1.3873, 1.5459, 1.6162, 1.6543, 1.4488, 1.1243, 1.3339, 1.301, 1.1928, 1.4485, 1.4134, 1.675, 1.5097, 1.5648, 1.7881, 1.7881, 1.9783, 1.5859, 1.5859, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2033151726392660070", "ticker_idx": 0, "ts": "2026-03-15T12:02:00+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Earnings in 3 days. Here's what Wall Street did in March alone: 9 firms. 9 raises. 0 downgrades.", "tweet_type": "news_reaction", "timeline": "days", "summary": "Shares bullish Wall Street sentiment into MU earnings: 9 PT raises, 0 downgrades in March.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU Earnings in 3 days. Here's what Wall Street did in March alone: 9 firms. 9 raises. 0 downgrades. https://t.co/lj0tY3dewD", "reply_text": null, "parent_text": null, "quoted_text": "$MU I worked 21 years as an HBM, DRAM & NAND engineer.\n\nAMA is open. Ask me anything.\n\nI'll drop rare insights where I can. https://t.co/mNyHOKVofa", "parent_author": null, "ret_m1d": -0.03546847335497094, "ret_signed_m1d": -0.03546847335497094, "alpha_spy_m1d": -0.025394133540871833, "alpha_c_m1d": -0.018739120616264038, "bench_spy_m1d": -0.01007433981409911, "bench_c_m1d": -0.016729352738706904, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.045020383429470456, "ret_signed_p1d": 0.045020383429470456, "alpha_spy_p1d": 0.04238983843836497, "alpha_c_p1d": 0.03750618929314964, "bench_spy_p1d": 0.002630544991105488, "bench_c_p1d": 0.0075141941363208176, "ret_p1w": -0.08476684429074977, "ret_signed_p1w": -0.08476684429074977, "alpha_spy_p1w": -0.06703941798397917, "alpha_c_p1w": -0.07826799176001509, "bench_spy_p1w": -0.0177274263067706, "bench_c_p1w": -0.006498852530734678, "ret_p1m": 0.05444914916034849, "ret_signed_p1m": 0.05444914916034849, "alpha_spy_p1m": 0.013604073054120036, "alpha_c_p1m": -0.09299191651914529, "bench_spy_p1m": 0.04084507610622845, "bench_c_p1m": 0.14744106567949378, "ret_p3m": 1.2550664879253932, "ret_signed_p3m": 1.2550664879253932, "alpha_spy_p3m": 1.1493241188170638, "alpha_c_p3m": 0.7079249580908438, "bench_spy_p3m": 0.10574236910832946, "bench_c_p3m": 0.5471415298345494, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": -0.08476684429074977, "alpha_spy_stated": -0.06703941798397917, "alpha_c_stated": -0.07826799176001509, "price_path": [-0.4897, -0.4376, -0.3983, -0.3742, -0.3749, -0.3514, -0.3514, -0.3556, -0.3337, -0.3376, -0.354, -0.354, -0.2861, -0.2935, -0.2227, -0.2314, -0.2598, -0.2189, -0.2171, -0.2347, -0.2455, -0.238, -0.1789, -0.1789, -0.1738, -0.1193, -0.1001, -0.0954, -0.1193, -0.0714, -0.0148, -0.0136, -0.0609, -0.0091, -0.0506, -0.1412, -0.1333, -0.1066, -0.132, -0.1552, -0.0712, -0.063, -0.0682, -0.0682, -0.0951, -0.0472, -0.0553, -0.0309, -0.0471, -0.0538, -0.029, -0.0594, -0.0666, -0.0659, -0.1406, -0.0929, -0.1013, -0.1618, -0.1188, -0.0876, -0.0523, -0.0825, -0.0355, 0.0, 0.045, 0.0451, 0.0056, -0.0428, -0.0848, -0.1047, -0.1352, -0.1954, -0.1914, -0.2713, -0.235, -0.167, -0.1707, -0.1707, -0.1446, -0.145, -0.079, -0.0455, -0.0476, -0.0341, 0.0544, 0.0331, 0.0354, 0.0305, 0.0154, 0.0176, 0.1039, 0.0908, 0.1248, 0.1878, 0.1419, 0.174, 0.1711, 0.2278, 0.3053, 0.4497, 0.5094, 0.4642, 0.6911, 0.801, 0.7359, 0.8198, 0.7572, 0.6409, 0.5433, 0.5822, 0.6575, 0.7257, 0.7006, 0.7006, 1.0286, 1.1023, 1.0912, 1.1988, 1.3448, 1.4096, 1.4446, 1.2554, 0.9565, 1.1496, 1.1192, 1.0196, 1.2551, 1.2228, 1.4637, 1.3114, 1.3622, 1.5678, 1.5678, 1.7431, 1.3816, 1.3816, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2052533275860803678", "ticker_idx": 0, "ts": "2026-05-07T23:37:21+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "When your biggest customer stops hoping for lower prices and starts locking in supply... Bullish 🔥", "tweet_type": "analysis", "timeline": "quarters", "summary": "Bullish memory stocks: Apple's Cook signals persistently higher memory costs and supply lock-ins, boosting Micron backlog visibility and broader DRAM sector.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "$MU $SNDK $DRAM\n\nThe most powerful memory bull on Wall Street right now is Apple CEO Tim Cook\n\n-On Apple's Q2 FY2026 call, Cook told analysts memory prices aren't coming down anytime soon. Costs will be \"significantly higher\" in June.\n\n-The impact will keep growing: “Beyond the June quarter, we believe memory costs will drive an increasing impact on our business,” signaling no quick relief.\n\n-Apple plans to “look at a range of options,” which may include locking in longer-term supply agreements, a further positive for Micron’s backlog visibility.\n\nWhen your biggest customer stops hoping for lower prices and starts locking in supply... \n\nBullish 🔥", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.1341438826519208, "ret_signed_m1d": -0.1341438826519208, "alpha_spy_m1d": -0.12595539062529948, "alpha_c_m1d": -0.0874746210519386, "bench_spy_m1d": -0.008188492026621308, "bench_c_m1d": -0.04666926159998219, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.06496969736595304, "ret_signed_p1d": 0.06496969736595304, "alpha_spy_p1d": 0.06269213432356557, "alpha_c_p1d": 0.047724630980225724, "bench_spy_p1d": 0.002277563042387465, "bench_c_p1d": 0.017245066385727315, "ret_p1w": -0.02965951779766396, "ret_signed_p1w": -0.02965951779766396, "alpha_spy_p1w": -0.031760875409074796, "alpha_c_p1w": -0.011655578856954785, "bench_spy_p1w": 0.0021013576114108368, "bench_c_p1w": -0.018003938940709174, "ret_p1m": 0.2711131779169784, "ret_signed_p1m": 0.2711131779169784, "alpha_spy_p1m": 0.26894412556372327, "alpha_c_p1m": 0.21530070864113604, "bench_spy_p1m": 0.002169052353255152, "bench_c_p1m": 0.05581246927584238, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.5004, -0.4508, -0.4459, -0.449, -0.449, -0.4649, -0.4366, -0.4414, -0.4269, -0.4365, -0.4405, -0.4258, -0.4438, -0.4481, -0.4477, -0.4918, -0.4636, -0.4686, -0.5044, -0.4789, -0.4605, -0.4396, -0.4575, -0.4296, -0.4087, -0.382, -0.382, -0.4054, -0.434, -0.4588, -0.4706, -0.4886, -0.5242, -0.5219, -0.5691, -0.5476, -0.5074, -0.5096, -0.5096, -0.4942, -0.4944, -0.4554, -0.4356, -0.4368, -0.4288, -0.3765, -0.3891, -0.3878, -0.3906, -0.3996, -0.3983, -0.3473, -0.355, -0.3349, -0.2976, -0.3247, -0.3058, -0.3075, -0.274, -0.2281, -0.1428, -0.1074, -0.1341, 0.0, 0.065, 0.0265, 0.0761, 0.0391, -0.0297, -0.0874, -0.0644, -0.0198, 0.0205, 0.0056, 0.0056, 0.1996, 0.2432, 0.2366, 0.3002, 0.3866, 0.4249, 0.4456, 0.3337, 0.1569, 0.2711, 0.2532, 0.1943, 0.3335, 0.3144, 0.4568, 0.3668, 0.3969, 0.5184, 0.5184, 0.6221, 0.4084, 0.4084, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2052533275860803678", "ticker_idx": 1, "ts": "2026-05-07T23:37:21+00:00", "symbol": "SNDK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU $SNDK $DRAM", "tweet_type": "analysis", "timeline": "quarters", "summary": "Bullish memory stocks: Apple's Cook signals persistently higher memory costs and supply lock-ins, boosting Micron backlog visibility and broader DRAM sector.", "resolved_tickers": ["SNDK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "original", "lang": "en", "tweet_text": "$MU $SNDK $DRAM\n\nThe most powerful memory bull on Wall Street right now is Apple CEO Tim Cook\n\n-On Apple's Q2 FY2026 call, Cook told analysts memory prices aren't coming down anytime soon. Costs will be \"significantly higher\" in June.\n\n-The impact will keep growing: “Beyond the June quarter, we believe memory costs will drive an increasing impact on our business,” signaling no quick relief.\n\n-Apple plans to “look at a range of options,” which may include locking in longer-term supply agreements, a further positive for Micron’s backlog visibility.\n\nWhen your biggest customer stops hoping for lower prices and starts locking in supply... \n\nBullish 🔥", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.14233778162747768, "ret_signed_m1d": -0.14233778162747768, "alpha_spy_m1d": -0.13414928960085637, "alpha_c_m1d": -0.1091221822548506, "bench_spy_m1d": -0.008188492026621308, "bench_c_m1d": -0.03321559937262708, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.00946010954715748, "ret_signed_p1d": -0.00946010954715748, "alpha_spy_p1d": -0.011737672589544945, "alpha_c_p1d": -0.02290580366980166, "bench_spy_p1d": 0.002277563042387465, "bench_c_p1d": 0.01344569412264418, "ret_p1w": -0.09903733108914514, "ret_signed_p1w": -0.09903733108914514, "alpha_spy_p1w": -0.10113868870055598, "alpha_c_p1w": -0.10325329776387726, "bench_spy_p1w": 0.0021013576114108368, "bench_c_p1w": 0.004215966674732119, "ret_p1m": 0.05098764412511314, "ret_signed_p1m": 0.05098764412511314, "alpha_spy_p1m": 0.04881859177185799, "alpha_c_p1m": 0.001648613837486046, "bench_spy_p1m": 0.002169052353255152, "bench_c_p1m": 0.049339030287627095, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.6533, -0.6164, -0.5966, -0.599, -0.599, -0.622, -0.6157, -0.6025, -0.584, -0.5734, -0.5913, -0.5952, -0.5827, -0.5933, -0.6037, -0.6381, -0.6166, -0.638, -0.6625, -0.6232, -0.6039, -0.5805, -0.6039, -0.5765, -0.5496, -0.539, -0.5176, -0.5058, -0.5457, -0.5504, -0.5504, -0.5661, -0.6139, -0.6058, -0.6336, -0.5933, -0.5566, -0.5509, -0.5509, -0.5362, -0.545, -0.5002, -0.4549, -0.4548, -0.3903, -0.3955, -0.4292, -0.4115, -0.4105, -0.4156, -0.4217, -0.3733, -0.4032, -0.3664, -0.315, -0.3584, -0.3188, -0.2982, -0.2402, -0.1962, -0.0999, -0.0975, -0.1423, 0.0, -0.0095, -0.0706, -0.0737, -0.115, -0.099, -0.1468, -0.1146, -0.1087, -0.0129, -0.0535, -0.0535, 0.0174, 0.0177, 0.0508, 0.0849, 0.1274, 0.0986, 0.1723, 0.1263, -0.0019, 0.051, 0.0539, 0.0518, 0.2043, 0.2674, 0.3492, 0.2747, 0.2538, 0.3984, 0.3984, 0.4553, 0.2568, 0.2568, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2053817397090418828", "ticker_idx": 0, "ts": "2026-05-11T12:40:00+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Not trimming until (M) PINK candle", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Holding MU long after 1.618 Fib breakout; not trimming until monthly pink candle signal.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "$MU just broke through 1.618 Fib.\n\nRe-rate initiated.\n\nNot trimming until (M) PINK candle.\n\nGet 300+ charts daily. Try it free: https://t.co/UOnxsgbASK https://t.co/eTlORHVF8d", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.06100614649097169, "ret_signed_m1d": -0.06100614649097169, "alpha_spy_m1d": -0.05873375895445532, "alpha_c_m1d": -0.04405343081253743, "bench_spy_m1d": -0.0022723875365163737, "bench_c_m1d": -0.01695271567843426, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03614851619104964, "ret_signed_p1d": -0.03614851619104964, "alpha_spy_p1d": -0.03463356357646308, "alpha_c_p1d": -0.010016750956380771, "bench_spy_p1d": -0.0015149526145865622, "bench_c_p1d": -0.02613176523466887, "ret_p1w": -0.1430727328497723, "ret_signed_p1w": -0.1430727328497723, "alpha_spy_p1w": -0.14219354218856162, "alpha_c_p1w": -0.09075709622749217, "bench_spy_p1w": -0.0008791906612106715, "bench_c_p1w": -0.052315636622280115, "ret_p1m": 0.1767316642629817, "ret_signed_p1m": 0.1767316642629817, "alpha_spy_p1m": 0.17977506112064068, "alpha_c_p1m": 0.15122453742273168, "bench_spy_p1m": -0.0030433968576589754, "bench_c_p1m": 0.025507126840250027, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.1767316642629817, "alpha_spy_stated": 0.17977506112064068, "alpha_c_stated": 0.15122453742273168, "price_path": [-0.4843, -0.4797, -0.4826, -0.4826, -0.4976, -0.4709, -0.4755, -0.4619, -0.4709, -0.4746, -0.4608, -0.4777, -0.4817, -0.4814, -0.5228, -0.4963, -0.501, -0.5346, -0.5107, -0.4934, -0.4738, -0.4906, -0.4644, -0.4447, -0.4197, -0.4197, -0.4416, -0.4685, -0.4918, -0.5029, -0.5198, -0.5533, -0.551, -0.5954, -0.5752, -0.5375, -0.5395, -0.5395, -0.525, -0.5253, -0.4886, -0.47, -0.4712, -0.4637, -0.4145, -0.4264, -0.4251, -0.4278, -0.4362, -0.435, -0.3871, -0.3943, -0.3755, -0.3404, -0.3659, -0.3481, -0.3498, -0.3183, -0.2752, -0.1951, -0.1619, -0.187, -0.061, 0.0, -0.0361, 0.0104, -0.0243, -0.0889, -0.1431, -0.1214, -0.0796, -0.0418, -0.0557, -0.0557, 0.1264, 0.1673, 0.1612, 0.2209, 0.302, 0.3379, 0.3574, 0.2523, 0.0864, 0.1936, 0.1767, 0.1214, 0.2521, 0.2342, 0.368, 0.2834, 0.3116, 0.4258, 0.4258, 0.5231, 0.3224, 0.3224, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2042615721344274845", "ticker_idx": 0, "ts": "2026-04-10T14:48:32+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU PT Boom 💥 Price target raised to $825 by Lynx Equity", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Shares/endorses Lynx Equity PT raise to $825 on MU, framing it as bullish validation of prior long thesis.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU PT Boom 💥\n\nPrice target taised to $825 by Lynx Equity.\n\nIf realized, that would be ~12x from my original bargain post ($62) https://t.co/Qm905NhetZ", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": 0.002187435354490175, "ret_signed_m1d": 0.002187435354490175, "alpha_spy_m1d": 0.0015252216912022831, "alpha_c_m1d": 0.017225906446755146, "bench_spy_m1d": 0.0006622136632878917, "bench_c_m1d": -0.015038471092264971, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.014194349063659129, "ret_signed_p1d": 0.014194349063659129, "alpha_spy_p1d": 0.004421901817177387, "alpha_c_p1d": -0.0005923003203311961, "bench_spy_p1d": 0.009772447246481741, "bench_c_p1d": 0.014786649383990325, "ret_p1w": 0.08198010244311149, "ret_signed_p1w": 0.08198010244311149, "alpha_spy_p1w": 0.03682655091819642, "alpha_c_p1w": 0.019537329886802013, "bench_spy_p1w": 0.04515355152491507, "bench_c_p1w": 0.06244277255630948, "ret_p1m": 0.890986528483424, "ret_signed_p1m": 0.890986528483424, "alpha_spy_p1m": 0.8029166142830071, "alpha_c_p1m": 0.5718371256326764, "bench_spy_p1m": 0.08806991420041688, "bench_c_p1m": 0.31914940285074755, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.890986528483424, "alpha_spy_stated": 0.8029166142830071, "alpha_c_stated": 0.5718371256326764, "price_path": [-0.1964, -0.2078, -0.2, -0.1379, -0.1379, -0.1325, -0.0752, -0.0551, -0.0502, -0.0753, -0.025, 0.0345, 0.0357, -0.014, 0.0405, -0.0032, -0.0983, -0.09, -0.062, -0.0886, -0.1129, -0.0248, -0.0162, -0.0216, -0.0216, -0.0499, 0.0004, -0.0081, 0.0176, 0.0005, -0.0066, 0.0196, -0.0124, -0.02, -0.0192, -0.0976, -0.0475, -0.0564, -0.1199, -0.0747, -0.042, -0.0049, -0.0366, 0.0127, 0.05, 0.0973, 0.0974, 0.0559, 0.0051, -0.039, -0.06, -0.0919, -0.1552, -0.151, -0.2349, -0.1967, -0.1254, -0.1292, -0.1292, -0.1018, -0.1023, -0.033, 0.0022, 0.0, 0.0142, 0.1072, 0.0847, 0.0871, 0.082, 0.0662, 0.0685, 0.159, 0.1453, 0.181, 0.2472, 0.199, 0.2327, 0.2296, 0.2892, 0.3706, 0.5221, 0.5849, 0.5374, 0.7756, 0.891, 0.8226, 0.9107, 0.8451, 0.723, 0.6204, 0.6613, 0.7404, 0.812, 0.7856, 0.7856, 1.1301, 1.2074, 1.1958, 1.3087, 1.462, 1.53, 1.5668, 1.3681, 1.0543, 1.257, 1.2252, 1.1205, 1.3678, 1.3339, 1.5868, 1.427, 1.4803, 1.6962, 1.6962, 1.8802, 1.5007, 1.5007, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2055007237207453843", "ticker_idx": 0, "ts": "2026-05-14T19:28:00+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU is $1,600 … that is still an embarrassment of a multiple for what these companies are becoming", "tweet_type": "analysis", "timeline": "unspecified", "summary": "MU and SNDK deeply undervalued at current multiples; fair value at 16x forward PE implies MU $1,600 and SNDK $2,500 — still below half the 34x sector average.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "If you re-rate $MU and $SNDK to 16x forward PE\n\n$MU is $1,600\n$SNDK is $2,500\n\nAnd that is still an embarrassment of a multiple for what these companies are becoming. AI Cognitive Capacity Infrastructure.\n\nThe semiconductor sector average is 34x.\n\n16x is less than half. $DRAM", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.03559231810106356, "ret_signed_m1d": 0.03559231810106356, "alpha_spy_m1d": 0.04342480091976286, "alpha_c_m1d": 0.04575935584663182, "bench_spy_m1d": -0.007832482818699305, "bench_c_m1d": -0.010167037745568264, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.06617187404142222, "ret_signed_p1d": -0.06617187404142222, "alpha_spy_p1d": -0.05414253028462601, "alpha_c_p1d": -0.028131968486868608, "bench_spy_p1d": -0.012029343756796207, "bench_c_p1d": -0.03803990555455361, "ret_p1w": -0.017925070559191236, "ret_signed_p1w": -0.017925070559191236, "alpha_spy_p1w": -0.010640576910590172, "alpha_c_p1w": 0.00016121343800867827, "bench_spy_p1w": -0.007284493648601065, "bench_c_p1w": -0.018086283997199915, "ret_p1m": 0.2649450045728585, "ret_signed_p1m": 0.2649450045728585, "alpha_spy_p1m": 0.2735259424505979, "alpha_c_p1m": 0.1929804280529135, "bench_spy_p1m": -0.008580937877739392, "bench_c_p1m": 0.07196457651994503, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.2649450045728585, "alpha_spy_stated": 0.2735259424505979, "alpha_c_stated": 0.1929804280529135, "price_path": [-0.4697, -0.485, -0.4578, -0.4624, -0.4485, -0.4577, -0.4616, -0.4474, -0.4647, -0.4688, -0.4684, -0.5109, -0.4838, -0.4886, -0.523, -0.4985, -0.4808, -0.4607, -0.4779, -0.4511, -0.4309, -0.4053, -0.4052, -0.4277, -0.4553, -0.4792, -0.4905, -0.5078, -0.5421, -0.5399, -0.5853, -0.5646, -0.526, -0.528, -0.528, -0.5132, -0.5134, -0.4759, -0.4568, -0.458, -0.4503, -0.3999, -0.4121, -0.4108, -0.4136, -0.4221, -0.4209, -0.3718, -0.3792, -0.3599, -0.324, -0.3502, -0.3319, -0.3336, -0.3013, -0.2572, -0.175, -0.141, -0.1667, -0.0376, 0.0249, -0.0122, 0.0356, 0.0, -0.0662, -0.1217, -0.0996, -0.0567, -0.0179, -0.0322, -0.0322, 0.1545, 0.1964, 0.1901, 0.2513, 0.3344, 0.3712, 0.3912, 0.2835, 0.1134, 0.2233, 0.206, 0.1493, 0.2833, 0.2649, 0.402, 0.3154, 0.3443, 0.4613, 0.4613, 0.561, 0.3554, 0.3554, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2055007237207453843", "ticker_idx": 1, "ts": "2026-05-14T19:28:00+00:00", "symbol": "SNDK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$SNDK is $2,500 … that is still an embarrassment of a multiple for what these companies are becoming", "tweet_type": "analysis", "timeline": "unspecified", "summary": "MU and SNDK deeply undervalued at current multiples; fair value at 16x forward PE implies MU $1,600 and SNDK $2,500 — still below half the 34x sector average.", "resolved_tickers": ["SNDK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "original", "lang": "en", "tweet_text": "If you re-rate $MU and $SNDK to 16x forward PE\n\n$MU is $1,600\n$SNDK is $2,500\n\nAnd that is still an embarrassment of a multiple for what these companies are becoming. AI Cognitive Capacity Infrastructure.\n\nThe semiconductor sector average is 34x.\n\n16x is less than half. $DRAM", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.04665442832421163, "ret_signed_m1d": 0.04665442832421163, "alpha_spy_m1d": 0.05448691114291093, "alpha_c_m1d": 0.0614176112542979, "bench_spy_m1d": -0.007832482818699305, "bench_c_m1d": -0.014763182930086272, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.018000763116034824, "ret_signed_p1d": 0.018000763116034824, "alpha_spy_p1d": 0.03003010687283103, "alpha_c_p1d": 0.03605092302647339, "bench_spy_p1d": -0.012029343756796207, "bench_c_p1d": -0.018050159910438568, "ret_p1w": 0.11536682980729118, "ret_signed_p1w": 0.11536682980729118, "alpha_spy_p1w": 0.12265132345589225, "alpha_c_p1w": 0.12038074420273714, "bench_spy_p1w": -0.007284493648601065, "bench_c_p1w": -0.005013914395445962, "ret_p1m": 0.4320325283065374, "ret_signed_p1m": 0.4320325283065374, "alpha_spy_p1m": 0.44061346618427677, "alpha_c_p1m": 0.4025060773378235, "bench_spy_p1m": -0.008580937877739392, "bench_c_p1m": 0.02952645096871387, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.4320325283065374, "alpha_spy_stated": 0.44061346618427677, "alpha_c_stated": 0.4025060773378235, "price_path": [-0.5469, -0.5729, -0.5658, -0.5508, -0.5299, -0.518, -0.5382, -0.5427, -0.5285, -0.5405, -0.5523, -0.5911, -0.5668, -0.591, -0.6186, -0.5742, -0.5524, -0.526, -0.5525, -0.5215, -0.4911, -0.4792, -0.4549, -0.4416, -0.4867, -0.492, -0.492, -0.5098, -0.5638, -0.5546, -0.586, -0.5405, -0.499, -0.4926, -0.4926, -0.4759, -0.4859, -0.4352, -0.3841, -0.384, -0.3111, -0.317, -0.3551, -0.335, -0.3339, -0.3397, -0.3466, -0.2919, -0.3257, -0.2841, -0.226, -0.2751, -0.2304, -0.207, -0.1415, -0.0917, 0.0171, 0.0197, -0.0309, 0.1299, 0.1192, 0.0501, 0.0467, 0.0, 0.018, -0.036, 0.0004, 0.0071, 0.1154, 0.0694, 0.0694, 0.1496, 0.1499, 0.1873, 0.2258, 0.2739, 0.2413, 0.3246, 0.2726, 0.1277, 0.1875, 0.1908, 0.1884, 0.3607, 0.432, 0.5244, 0.4403, 0.4166, 0.58, 0.58, 0.6444, 0.4201, 0.4201, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2033935606959440019", "ticker_idx": 0, "ts": "2026-03-17T15:56:52+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Bullish 🔥", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Agentic AI drives compounding memory demand across HBM, Server DRAM, and NAND — bullish MU and SNDK.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU $SNDK Agentic AI Inference (Not just Inference). What It Means for Memory.\n\nNormal inference: memory needed for milliseconds.\nAgentic inference: memory needed for hours or days.\n\nWhat is Agentic AI?\nRegular AI answers a question and forgets everything. Agentic AI doesn't reset. It plans, reasons, remembers, and executes across hours or even days. Think of it as an AI employee that never clocks out.\n\nResult? HBM fills up. Demand spills to Server DRAM. Then NAND. The entire stack saturates at once.\n\nThe outlook: Agentic AI is just getting started. Microsoft, Google, every hyperscaler is building toward always-on AI agents embedded in enterprise workflows.\n\nThe memory footprint isn't growing linearly. It's compounding.\n\nBullish 🔥", "reply_text": null, "parent_text": null, "quoted_text": "$MU I worked 21 years as an HBM, DRAM & NAND engineer.\n\nAMA is open. Ask me anything.\n\nI'll drop rare insights where I can. https://t.co/mNyHOKVofa", "parent_author": null, "ret_m1d": -0.04308086630973251, "ret_signed_m1d": -0.04308086630973251, "alpha_spy_m1d": -0.04045722293057641, "alpha_c_m1d": -0.03562271417643936, "bench_spy_m1d": -0.0026236433791561042, "bench_c_m1d": -0.00745815213329315, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 8.669313309050963e-05, "ret_signed_p1d": 8.669313309050963e-05, "alpha_spy_p1d": 0.014040337648347667, "alpha_c_p1d": 0.008174758582560449, "bench_spy_p1d": -0.013953644515257158, "bench_c_p1d": -0.008088065449469939, "ret_p1w": -0.14329958296701462, "ret_signed_p1w": -0.14329958296701462, "alpha_spy_p1w": -0.11970636788698352, "alpha_c_p1w": -0.13752955546059475, "bench_spy_p1w": -0.023593215080031094, "bench_c_p1w": -0.005770027506419861, "ret_p1m": -0.011410958845228913, "ret_signed_p1m": -0.011410958845228913, "alpha_spy_p1m": -0.05771695641605823, "alpha_c_p1m": -0.15281388775760418, "bench_spy_p1m": 0.046305997570829316, "bench_c_p1m": 0.14140292891237527, "ret_p3m": 1.127016747777538, "ret_signed_p3m": 1.127016747777538, "alpha_spy_p3m": 1.0182110131930664, "alpha_c_p3m": 0.5649324544261685, "bench_spy_p3m": 0.10880573458447151, "bench_c_p3m": 0.5620842933513694, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.011410958845228913, "alpha_spy_stated": -0.05771695641605823, "alpha_c_stated": -0.15281388775760418, "price_path": [-0.4619, -0.4243, -0.4012, -0.4019, -0.3793, -0.3793, -0.3834, -0.3624, -0.3662, -0.3818, -0.3818, -0.3168, -0.3239, -0.2561, -0.2645, -0.2917, -0.2526, -0.2509, -0.2676, -0.278, -0.2709, -0.2143, -0.2143, -0.2094, -0.1572, -0.1389, -0.1344, -0.1572, -0.1114, -0.0572, -0.0561, -0.1014, -0.0517, -0.0915, -0.1782, -0.1707, -0.1451, -0.1694, -0.1916, -0.1112, -0.1034, -0.1084, -0.1084, -0.1341, -0.0882, -0.096, -0.0726, -0.0882, -0.0946, -0.0708, -0.0999, -0.1068, -0.1062, -0.1776, -0.132, -0.14, -0.1979, -0.1568, -0.1269, -0.0931, -0.122, -0.077, -0.0431, 0.0, 0.0001, -0.0377, -0.084, -0.1242, -0.1433, -0.1724, -0.2301, -0.2263, -0.3027, -0.2679, -0.2029, -0.2064, -0.2064, -0.1814, -0.1818, -0.1187, -0.0866, -0.0886, -0.0757, 0.009, -0.0114, -0.0092, -0.0139, -0.0283, -0.0263, 0.0563, 0.0438, 0.0763, 0.1367, 0.0927, 0.1234, 0.1206, 0.1749, 0.2491, 0.3872, 0.4444, 0.4012, 0.6182, 0.7234, 0.6611, 0.7414, 0.6815, 0.5702, 0.4768, 0.5141, 0.5861, 0.6514, 0.6273, 0.6273, 0.9413, 1.0117, 1.0011, 1.104, 1.2438, 1.3058, 1.3393, 1.1582, 0.8722, 1.057, 1.0279, 0.9326, 1.1579, 1.127, 1.3575, 1.2118, 1.2605, 1.4572, 1.4572, 1.6249, 1.279, 1.279, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2033935606959440019", "ticker_idx": 1, "ts": "2026-03-17T15:56:52+00:00", "symbol": "SNDK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU $SNDK Agentic AI Inference (Not just Inference). What It Means for Memory.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Agentic AI drives compounding memory demand across HBM, Server DRAM, and NAND — bullish MU and SNDK.", "resolved_tickers": ["SNDK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU $SNDK Agentic AI Inference (Not just Inference). What It Means for Memory.\n\nNormal inference: memory needed for milliseconds.\nAgentic inference: memory needed for hours or days.\n\nWhat is Agentic AI?\nRegular AI answers a question and forgets everything. Agentic AI doesn't reset. It plans, reasons, remembers, and executes across hours or even days. Think of it as an AI employee that never clocks out.\n\nResult? HBM fills up. Demand spills to Server DRAM. Then NAND. The entire stack saturates at once.\n\nThe outlook: Agentic AI is just getting started. Microsoft, Google, every hyperscaler is building toward always-on AI agents embedded in enterprise workflows.\n\nThe memory footprint isn't growing linearly. It's compounding.\n\nBullish 🔥", "reply_text": null, "parent_text": null, "quoted_text": "$MU I worked 21 years as an HBM, DRAM & NAND engineer.\n\nAMA is open. Ask me anything.\n\nI'll drop rare insights where I can. https://t.co/mNyHOKVofa", "parent_author": null, "ret_m1d": -0.022966769540306076, "ret_signed_m1d": -0.022966769540306076, "alpha_spy_m1d": -0.02034312616114997, "alpha_c_m1d": -0.017520331171843595, "bench_spy_m1d": -0.0026236433791561042, "bench_c_m1d": -0.005446438368462481, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.04654459409124212, "ret_signed_p1d": 0.04654459409124212, "alpha_spy_p1d": 0.06049823860649928, "alpha_c_p1d": 0.0578673893420566, "bench_spy_p1d": -0.013953644515257158, "bench_c_p1d": -0.011322795250814477, "ret_p1w": -0.02456364866794669, "ret_signed_p1w": -0.02456364866794669, "alpha_spy_p1w": -0.0009704335879155979, "alpha_c_p1w": -0.0014826587942705638, "bench_spy_p1w": -0.023593215080031094, "bench_c_p1w": -0.023080989873676128, "ret_p1m": 0.2382076341195829, "ret_signed_p1m": 0.2382076341195829, "alpha_spy_p1m": 0.19190163654875358, "alpha_c_p1m": 0.15975780934809913, "bench_spy_p1m": 0.046305997570829316, "bench_c_p1m": 0.07844982477148377, "ret_p3m": 1.7494897351657075, "ret_signed_p3m": 1.7494897351657075, "alpha_spy_p3m": 1.640684000581236, "alpha_c_p3m": 1.423491580461032, "bench_spy_p3m": 0.10880573458447151, "bench_c_p3m": 0.3259981547046755, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.2382076341195829, "alpha_spy_stated": 0.19190163654875358, "alpha_c_stated": 0.15975780934809913, "price_path": [-0.6953, -0.6701, -0.6653, -0.6599, -0.6527, -0.6527, -0.6528, -0.6608, -0.6664, -0.6704, -0.6704, -0.6178, -0.6194, -0.5145, -0.5091, -0.5355, -0.4759, -0.4595, -0.4587, -0.4615, -0.4317, -0.4257, -0.4257, -0.3708, -0.3039, -0.3009, -0.3421, -0.3463, -0.3315, -0.2674, -0.2511, -0.1998, -0.0763, -0.0342, -0.1883, -0.1999, -0.1697, -0.1899, -0.2479, -0.1678, -0.1248, -0.13, -0.13, -0.1799, -0.1663, -0.1376, -0.0975, -0.0745, -0.1134, -0.1219, -0.0948, -0.1178, -0.1404, -0.2149, -0.1682, -0.2146, -0.2678, -0.1825, -0.1406, -0.0899, -0.1407, -0.0813, -0.023, 0.0, 0.0465, 0.0721, -0.0145, -0.0245, -0.0246, -0.0588, -0.1625, -0.1449, -0.205, -0.1178, -0.0381, -0.0258, -0.0258, 0.0062, -0.013, 0.0843, 0.1825, 0.1827, 0.3226, 0.3114, 0.2382, 0.2767, 0.2789, 0.2678, 0.2546, 0.3595, 0.2947, 0.3745, 0.486, 0.3918, 0.4777, 0.5226, 0.6482, 0.7438, 0.9528, 0.9578, 0.8606, 1.1694, 1.1489, 1.0162, 1.0096, 0.92, 0.9546, 0.851, 0.9208, 0.9337, 1.1415, 1.0533, 1.0533, 1.2072, 1.2077, 1.2795, 1.3536, 1.4459, 1.3833, 1.5431, 1.4434, 1.1652, 1.28, 1.2863, 1.2817, 1.6126, 1.7495, 1.9269, 1.7654, 1.7199, 2.0337, 2.0337, 2.1572, 1.7266, 1.7266, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2053652531453247689", "ticker_idx": 0, "ts": "2026-05-11T01:44:53+00:00", "symbol": "000660.KS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "가는 방향은 크게 다르지 않아요. US Premium만 제외하면 비슷한 의견/thesis", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish SK Hynix; same directional thesis as prior call, minus US premium factor.", "resolved_tickers": ["000660.KS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "ko", "tweet_text": "@shortelonmusk 네. 가는 방향은 크게 다르지 않아요. US Premium만 제외���면 비슷한 의견/thesis", "reply_text": null, "parent_text": "@TradexWhisperer 하이닉스도 비슷한 의견이실까요?", "quoted_text": null, "parent_author": "shortelonmusk", "ret_m1d": -0.10319145788009099, "ret_signed_m1d": -0.10319145788009099, "alpha_spy_m1d": -0.10091907034357461, "alpha_c_m1d": -0.08623874220165673, "bench_spy_m1d": -0.0022723875365163737, "bench_c_m1d": -0.01695271567843426, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.023936116977007815, "ret_signed_p1d": -0.023936116977007815, "alpha_spy_p1d": -0.022421164362421253, "alpha_c_p1d": 0.0021956482576610536, "bench_spy_p1d": -0.0015149526145865622, "bench_c_p1d": -0.02613176523466887, "ret_p1w": -0.02127656320189175, "ret_signed_p1w": -0.02127656320189175, "alpha_spy_p1w": -0.02039737254068108, "alpha_c_p1w": 0.031039073420388363, "bench_spy_p1w": -0.0008791906612106715, "bench_c_p1w": -0.052315636622280115, "ret_p1m": 0.17838854037094642, "ret_signed_p1m": 0.17838854037094642, "alpha_spy_p1m": 0.1814319372286054, "alpha_c_p1m": 0.1528814135306964, "bench_spy_p1m": -0.0030433968576589754, "bench_c_p1m": 0.025507126840250027, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.17838854037094642, "alpha_spy_stated": 0.1814319372286054, "alpha_c_stated": 0.1528814135306964, "price_path": [-0.5434, -0.5285, -0.5328, -0.5328, -0.5328, -0.5328, -0.5253, -0.4961, -0.4951, -0.4664, -0.4595, -0.4154, -0.4356, -0.4356, -0.5005, -0.5484, -0.4995, -0.5085, -0.5553, -0.5011, -0.492, -0.5053, -0.516, -0.4819, -0.484, -0.4383, -0.4612, -0.4644, -0.5037, -0.4755, -0.4707, -0.5037, -0.5037, -0.5356, -0.5707, -0.5229, -0.5585, -0.534, -0.5287, -0.5128, -0.4505, -0.4691, -0.4537, -0.4468, -0.4133, -0.3957, -0.3856, -0.4, -0.3798, -0.3489, -0.3495, -0.3484, -0.35, -0.3128, -0.3085, -0.3122, -0.316, -0.316, -0.2303, -0.2303, -0.1484, -0.1202, -0.1032, 0.0, -0.0239, 0.0511, 0.0479, -0.0324, -0.0213, -0.0718, -0.0718, 0.0319, 0.0324, 0.0324, 0.0915, 0.1931, 0.2178, 0.2412, 0.2571, 0.2555, 0.2555, 0.2225, 0.1012, 0.0167, 0.1784, 0.0895, 0.1177, 0.1438, 0.2172, 0.2672, 0.3412, 0.4284, 0.4705, 0.5529, 0.3593, 0.3726, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2047088425883619701", "ticker_idx": 0, "ts": "2026-04-22T23:01:28+00:00", "symbol": "AMD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$AMD will probably the best positioned for it", "tweet_type": "prediction", "timeline": "months", "summary": "Bullish AMD as best-positioned for the incoming Edge Device AI wave.", "resolved_tickers": ["AMD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@MikeLongTerm Bullish numbers. Edge Device AI wave is coming and $AMD will probably the best positioned for it.", "reply_text": null, "parent_text": "@TradexWhisperer And $AMD in Q4 as well. It doesnt look like TSMC gonna be able to solve CPU shortage in the next 6-12 months. \n\nCPU:GPU Ratio was all wrong As Jensen hyped it up way too much in 2023-2025. Now everyone is chasing CPUs.\n\nAgentic AI is already shifting from 1:4 to 3-5:1 ratio, and", "quoted_text": null, "parent_author": "MikeLongTerm", "ret_m1d": -0.00612450528747821, "ret_signed_m1d": -0.00612450528747821, "alpha_spy_m1d": -0.010020364977794238, "alpha_c_m1d": 0.004293715045949664, "bench_spy_m1d": 0.003895859690316028, "bench_c_m1d": -0.010418220333427874, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.1391281985212871, "ret_signed_p1d": 0.1391281985212871, "alpha_spy_p1d": 0.1313788892840555, "alpha_c_p1d": 0.08809572778057295, "bench_spy_p1d": 0.007749309237231605, "bench_c_p1d": 0.05103247074071415, "ret_p1w": 0.16100614359564114, "ret_signed_p1w": 0.16100614359564114, "alpha_spy_p1w": 0.14659446859277558, "alpha_c_p1w": 0.10939258169429555, "bench_spy_p1w": 0.014411675002865554, "bench_c_p1w": 0.051613561901345584, "ret_p1m": 0.5311631032839106, "ret_signed_p1m": 0.5311631032839106, "alpha_spy_p1m": 0.4786682423827029, "alpha_c_p1m": 0.33510623906461623, "bench_spy_p1m": 0.052494860901207696, "bench_c_p1m": 0.19605686421929436, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.5311631032839106, "alpha_spy_stated": 0.4786682423827029, "alpha_c_stated": 0.33510623906461623, "price_path": [-0.1769, -0.1746, -0.1722, -0.1741, -0.2247, -0.1934, -0.2071, -0.3443, -0.3695, -0.3173, -0.2926, -0.3005, -0.3005, -0.3255, -0.321, -0.321, -0.3349, -0.3446, -0.3339, -0.3445, -0.3561, -0.2996, -0.3094, -0.3329, -0.3443, -0.3495, -0.3746, -0.3382, -0.3468, -0.3698, -0.3362, -0.3344, -0.3292, -0.3524, -0.3666, -0.3562, -0.3571, -0.3467, -0.3277, -0.3406, -0.3362, -0.3274, -0.2786, -0.3326, -0.3385, -0.3579, -0.3337, -0.3115, -0.2877, -0.2877, -0.2789, -0.2745, -0.2408, -0.225, -0.1975, -0.1916, -0.1646, -0.1546, -0.0887, -0.0882, -0.0995, -0.0683, -0.0061, 0.0, 0.1391, 0.096, 0.0586, 0.1041, 0.161, 0.1808, 0.1186, 0.1635, 0.3801, 0.3378, 0.4908, 0.5026, 0.4682, 0.4591, 0.4728, 0.389, 0.3788, 0.3561, 0.4659, 0.4725, 0.5312, 0.5312, 0.6503, 0.623, 0.6968, 0.6903, 0.6707, 0.7081, 0.7768, 0.7136, 0.5275, 0.6059, 0.5574, 0.4817, 0.5997, 0.6755, 0.7924, 0.6614, 0.6784, 0.76, 0.76, 0.8067, 0.7026, 0.7026, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2042318343076790325", "ticker_idx": 0, "ts": "2026-04-09T19:06:52+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Hi Bears, I thought you said it was over?", "tweet_type": "news_reaction", "timeline": "quarters", "summary": "Bullish MU and DRAM: 40-50% DDR5 price surge, severe supply shortages in DRAM and NAND, aligning with TrendForce 58-63% Q2 contract price forecast.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU $DRAM Hi Bears, I thought you said it was over?\n\n\"Taiwanese memory module maker Transcend is experiencing a sharp 40–50% price surge in DDR5 modules for Q2 2026 compared to Q1. This contradicts recent concerns about a cooling memory market, as some price corrections were observed in China’s retail DDR5 segment.\"\n\nThe increase aligns closely with TrendForce’s earlier forecast of a 58–63% quarter-on-quarter rise in conventional DRAM contract prices for Q2.\n\nTranscend’s Chairman, Peter Shu, noted that upstream supplier transactions show no signs of price weakening. Both DRAM and NAND Flash remain in severe shortage, with customers placing near-daily orders due to tight supply.\n\nDDR4 supply tightness is intensifying, while NAND Flash shortages are expected to worsen further. Major suppliers like Samsung and Micron are keeping output constrained with low fulfillment rates.", "reply_text": null, "parent_text": null, "quoted_text": "$MU Micron signed its first-ever 5-year Strategic Customer Agreement, moving well beyond the typical one-year deal.\n\nIgnore the FUD", "parent_author": null, "ret_m1d": -0.03506440757484053, "ret_signed_m1d": -0.03506440757484053, "alpha_spy_m1d": -0.029328480540238844, "alpha_c_m1d": -0.017890778858828393, "bench_spy_m1d": -0.005735927034601684, "bench_c_m1d": -0.017173628716012135, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0021826609248163376, "ret_signed_p1d": -0.0021826609248163376, "alpha_spy_p1d": -0.0015208854982577957, "alpha_c_p1d": -0.017450740591787417, "bench_spy_p1d": -0.0006617754265585418, "bench_c_p1d": 0.01526807966697108, "ret_p1w": 0.08474294890544765, "ret_signed_p1w": 0.08474294890544765, "alpha_spy_p1w": 0.05275335659079072, "alpha_c_p1w": 0.027830512816764186, "bench_spy_p1w": 0.03198959231465692, "bench_c_p1w": 0.05691243608868346, "ret_p1m": 0.7717491406048635, "ret_signed_p1m": 0.7717491406048635, "alpha_spy_p1m": 0.6868701645972604, "alpha_c_p1m": 0.45516346692387954, "bench_spy_p1m": 0.08487897600760319, "bench_c_p1m": 0.316585673680984, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.1798, -0.1981, -0.2095, -0.2017, -0.1398, -0.1398, -0.1344, -0.0773, -0.0572, -0.0523, -0.0773, -0.0271, 0.0322, 0.0334, -0.0161, 0.0382, -0.0053, -0.1003, -0.092, -0.064, -0.0906, -0.1149, -0.0269, -0.0183, -0.0238, -0.0238, -0.052, -0.0017, -0.0103, 0.0154, -0.0017, -0.0087, 0.0173, -0.0145, -0.0221, -0.0214, -0.0996, -0.0496, -0.0584, -0.1219, -0.0768, -0.0441, -0.0071, -0.0387, 0.0105, 0.0477, 0.0949, 0.095, 0.0536, 0.0029, -0.0411, -0.062, -0.0939, -0.1571, -0.1529, -0.2366, -0.1985, -0.1273, -0.1311, -0.1311, -0.1038, -0.1042, -0.0351, 0.0, -0.0022, 0.012, 0.1047, 0.0824, 0.0847, 0.0796, 0.0638, 0.0661, 0.1565, 0.1428, 0.1784, 0.2445, 0.1964, 0.23, 0.2269, 0.2864, 0.3676, 0.5188, 0.5814, 0.5341, 0.7717, 0.8869, 0.8187, 0.9066, 0.841, 0.7192, 0.6169, 0.6577, 0.7366, 0.808, 0.7817, 0.7817, 1.1254, 1.2026, 1.191, 1.3036, 1.4566, 1.5245, 1.5612, 1.3629, 1.0498, 1.2521, 1.2203, 1.1159, 1.3626, 1.3288, 1.5812, 1.4217, 1.4749, 1.6903, 1.6903, 1.8739, 1.4952, 1.4952, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2042318343076790325", "ticker_idx": 1, "ts": "2026-04-09T19:06:52+00:00", "symbol": "DRAM", "kind": "sector", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Both DRAM and NAND Flash remain in severe shortage, with customers placing near-daily orders due to tight supply", "tweet_type": "news_reaction", "timeline": "quarters", "summary": "Bullish MU and DRAM: 40-50% DDR5 price surge, severe supply shortages in DRAM and NAND, aligning with TrendForce 58-63% Q2 contract price forecast.", "resolved_tickers": ["MU", "000660.KS", "005930.KS"], "resolution_method": "basket", "resolution_reason": "DRAM sector basket: Micron, SK Hynix, Samsung", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU $DRAM Hi Bears, I thought you said it was over?\n\n\"Taiwanese memory module maker Transcend is experiencing a sharp 40–50% price surge in DDR5 modules for Q2 2026 compared to Q1. This contradicts recent concerns about a cooling memory market, as some price corrections were observed in China’s retail DDR5 segment.\"\n\nThe increase aligns closely with TrendForce’s earlier forecast of a 58–63% quarter-on-quarter rise in conventional DRAM contract prices for Q2.\n\nTranscend’s Chairman, Peter Shu, noted that upstream supplier transactions show no signs of price weakening. Both DRAM and NAND Flash remain in severe shortage, with customers placing near-daily orders due to tight supply.\n\nDDR4 supply tightness is intensifying, while NAND Flash shortages are expected to worsen further. Major suppliers like Samsung and Micron are keeping output constrained with low fulfillment rates.", "reply_text": null, "parent_text": null, "quoted_text": "$MU Micron signed its first-ever 5-year Strategic Customer Agreement, moving well beyond the typical one-year deal.\n\nIgnore the FUD", "parent_author": null, "ret_m1d": -0.024336921750120217, "ret_signed_m1d": -0.024336921750120217, "alpha_spy_m1d": -0.018600994715518532, "alpha_c_m1d": -0.007163293034108082, "bench_spy_m1d": -0.005735927034601684, "bench_c_m1d": -0.017173628716012135, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.004598763868449558, "ret_signed_p1d": -0.004598763868449558, "alpha_spy_p1d": -0.003936988441891017, "alpha_c_p1d": -0.019866843535420637, "bench_spy_p1d": -0.0006617754265585418, "bench_c_p1d": 0.01526807966697108, "ret_p1w": 0.07721042664836375, "ret_signed_p1w": 0.07721042664836375, "alpha_spy_p1w": 0.04522083433370683, "alpha_c_p1w": 0.02029799055968029, "bench_spy_p1w": 0.03198959231465692, "bench_c_p1w": 0.05691243608868346, "ret_p1m": 0.6627486245224588, "ret_signed_p1m": 0.6627486245224588, "alpha_spy_p1m": 0.5778696485148556, "alpha_c_p1m": 0.34616295084147475, "bench_spy_p1m": 0.08487897600760319, "bench_c_p1m": 0.316585673680984, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.2653, -0.2658, -0.2615, -0.2485, -0.2247, -0.2381, -0.2303, -0.2019, -0.1916, -0.2, -0.1757, -0.141, -0.1175, -0.1019, -0.1603, -0.0896, -0.1038, -0.1701, -0.1694, -0.1319, -0.1453, -0.1554, -0.0995, -0.0951, -0.0969, -0.0969, -0.1063, -0.0708, -0.0557, -0.0418, -0.0187, -0.0112, 0.0478, 0.0225, 0.0199, -0.054, -0.1462, -0.0684, -0.0823, -0.1558, -0.0844, -0.0646, -0.0638, -0.0879, -0.0423, -0.0228, 0.0444, 0.0175, 0.0, -0.0621, -0.054, -0.0592, -0.1043, -0.1254, -0.149, -0.213, -0.1348, -0.151, -0.1248, -0.1103, -0.086, -0.0255, -0.0243, 0.0, -0.0046, 0.0295, 0.0784, 0.0876, 0.0772, 0.0854, 0.1063, 0.1043, 0.1464, 0.1328, 0.1754, 0.196, 0.1842, 0.1842, 0.1832, 0.2747, 0.3017, 0.4563, 0.5033, 0.4931, 0.6627, 0.676, 0.7071, 0.7539, 0.6418, 0.625, 0.5511, 0.5655, 0.6932, 0.706, 0.6972, 0.7437, 0.9332, 0.9619, 1.0006, 1.0997, 1.1683, 1.1909, 1.1685, 0.992, 0.7818, 0.9908, 0.8944, 0.8712, 1.0073, 1.0643, 1.1887, 1.1863, 1.2831, 1.3668, 1.4164, 1.289, 1.2202, 1.4952, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2054066112653058463", "ticker_idx": 0, "ts": "2026-05-12T05:08:18+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Yeah. More CPU cores... heck lot more DRAM & NAND", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish MU and Sandisk on rising CPU core counts driving more DRAM and NAND demand.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@guts2028 Yeah. More CPU cores... heck lot more DRAM & NAND", "reply_text": null, "parent_text": "@TradexWhisperer Bulish for mu and sandisk no?", "quoted_text": null, "parent_author": "guts2028", "ret_m1d": 0.03750423877358977, "ret_signed_m1d": 0.03750423877358977, "alpha_spy_m1d": 0.035986987595363784, "alpha_c_m1d": 0.01067128098544945, "bench_spy_m1d": 0.0015172511782259868, "bench_c_m1d": 0.02683295778814032, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.04833153352160302, "ret_signed_p1d": 0.04833153352160302, "alpha_spy_p1d": 0.0427366957069919, "alpha_c_p1d": 0.028358220430010572, "bench_spy_p1d": 0.00559483781461112, "bench_c_p1d": 0.01997331309159245, "ret_p1w": -0.08849699358588659, "ret_signed_p1w": -0.08849699358588659, "alpha_spy_p1w": -0.08246869096162979, "alpha_c_p1w": -0.057690796655207266, "bench_spy_p1w": -0.006028302624256798, "bench_c_p1w": -0.03080619693067932, "ret_p1m": 0.16345324036575226, "ret_signed_p1m": 0.16345324036575226, "alpha_spy_p1m": 0.18072543280655373, "alpha_c_p1m": 0.14624170692338034, "bench_spy_p1m": -0.01727219244080147, "bench_c_p1m": 0.017211533442371918, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.16345324036575226, "alpha_spy_stated": 0.18072543280655373, "alpha_c_stated": 0.14624170692338034, "price_path": [-0.4602, -0.4632, -0.4632, -0.4787, -0.4511, -0.4558, -0.4417, -0.4511, -0.4549, -0.4406, -0.4581, -0.4623, -0.4619, -0.5049, -0.4774, -0.4823, -0.5171, -0.4923, -0.4744, -0.4541, -0.4714, -0.4443, -0.4239, -0.398, -0.3979, -0.4207, -0.4486, -0.4727, -0.4842, -0.5018, -0.5365, -0.5342, -0.5802, -0.5593, -0.5201, -0.5222, -0.5222, -0.5072, -0.5074, -0.4694, -0.4501, -0.4513, -0.4436, -0.3925, -0.4049, -0.4035, -0.4064, -0.415, -0.4138, -0.3641, -0.3716, -0.352, -0.3157, -0.3422, -0.3237, -0.3254, -0.2927, -0.248, -0.1649, -0.1304, -0.1565, -0.0258, 0.0375, 0.0, 0.0483, 0.0123, -0.0547, -0.1109, -0.0885, -0.0451, -0.0058, -0.0203, -0.0203, 0.1687, 0.2111, 0.2047, 0.2667, 0.3508, 0.3881, 0.4083, 0.2993, 0.1271, 0.2383, 0.2209, 0.1635, 0.2991, 0.2805, 0.4193, 0.3316, 0.3608, 0.4793, 0.4793, 0.5802, 0.372, 0.372, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2054066112653058463", "ticker_idx": 1, "ts": "2026-05-12T05:08:18+00:00", "symbol": "Sandisk", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Yeah. More CPU cores... heck lot more DRAM & NAND", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish MU and Sandisk on rising CPU core counts driving more DRAM and NAND demand.", "resolved_tickers": ["SNDK"], "resolution_method": "exchange_ticker", "resolution_reason": "SanDisk spun off from WDC, trades as SNDK on Nasdaq", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@guts2028 Yeah. More CPU cores... heck lot more DRAM & NAND", "reply_text": null, "parent_text": "@TradexWhisperer Bulish for mu and sandisk no?", "quoted_text": null, "parent_author": "guts2028", "ret_m1d": 0.06579801778032146, "ret_signed_m1d": 0.06579801778032146, "alpha_spy_m1d": 0.06428076660209547, "alpha_c_m1d": 0.050501241023169774, "bench_spy_m1d": 0.0015172511782259868, "bench_c_m1d": 0.015296776757151687, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.003298879490687967, "ret_signed_p1d": -0.003298879490687967, "alpha_spy_p1d": -0.008893717305299087, "alpha_c_p1d": -0.012716720931474801, "bench_spy_p1d": 0.00559483781461112, "bench_c_p1d": 0.009417841440786834, "ret_p1w": -0.04733404467173796, "ret_signed_p1w": -0.04733404467173796, "alpha_spy_p1w": -0.041305742047481164, "alpha_c_p1w": -0.03614679376743557, "bench_spy_p1w": -0.006028302624256798, "bench_c_p1w": -0.011187250904302393, "ret_p1m": 0.1316854853001459, "ret_signed_p1m": 0.1316854853001459, "alpha_spy_p1m": 0.14895767774094737, "alpha_c_p1m": 0.12352337349094222, "bench_spy_p1m": -0.01727219244080147, "bench_c_p1m": 0.008162111809203676, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.1316854853001459, "alpha_spy_stated": 0.14895767774094737, "alpha_c_stated": 0.12352337349094222, "price_path": [-0.5659, -0.5685, -0.5685, -0.5933, -0.5865, -0.5723, -0.5524, -0.541, -0.5603, -0.5645, -0.551, -0.5624, -0.5736, -0.6106, -0.5874, -0.6105, -0.6368, -0.5945, -0.5738, -0.5486, -0.5738, -0.5443, -0.5154, -0.504, -0.4809, -0.4683, -0.5112, -0.5162, -0.5162, -0.5332, -0.5846, -0.5759, -0.6057, -0.5624, -0.5229, -0.5168, -0.5168, -0.501, -0.5105, -0.4622, -0.4135, -0.4134, -0.344, -0.3496, -0.3859, -0.3668, -0.3657, -0.3712, -0.3778, -0.3257, -0.3578, -0.3183, -0.263, -0.3097, -0.2671, -0.2448, -0.1825, -0.1351, -0.0315, -0.029, -0.0772, 0.076, 0.0658, 0.0, -0.0033, -0.0477, -0.0306, -0.082, -0.0473, -0.0409, 0.0621, 0.0184, 0.0184, 0.0947, 0.095, 0.1306, 0.1673, 0.2131, 0.182, 0.2613, 0.2119, 0.0739, 0.1308, 0.134, 0.1317, 0.2958, 0.3637, 0.4517, 0.3716, 0.349, 0.5046, 0.5046, 0.5659, 0.3523, 0.3523, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2052235996335657080", "ticker_idx": 0, "ts": "2026-05-07T03:56:04+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "If $MU is re-rated to 18x, it would still be ridiculously cheap", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish MU: at 6x forward P/E it is deeply undervalued vs peers; a re-rating to 18x would still leave it cheap.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "$MU 6x Forward P/E\n$WDC 32x Forward P/E\n$AMD 51x Forward P/E\n$ARM 98x Forward P/E\n$INTC 110x Forward P/E\n\nThe market is still calling all of them \"cyclicals.\"\nIf $MU is re-rated to 18x, it would still be ridiculously cheap. https://t.co/u9N7mddSI2", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.030867763360708178, "ret_signed_m1d": 0.030867763360708178, "alpha_spy_m1d": 0.027792251167773285, "alpha_c_m1d": 0.01298212252318054, "bench_spy_m1d": 0.0030755121929348928, "bench_c_m1d": 0.01788564083752764, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.15492629775807676, "ret_signed_p1d": 0.15492629775807676, "alpha_spy_p1d": 0.1466702007469085, "alpha_c_p1d": 0.10597239359853239, "bench_spy_p1d": 0.00825609701116825, "bench_c_p1d": 0.04895390415954437, "ret_p1w": 0.2000835159300407, "ret_signed_p1w": 0.2000835159300407, "alpha_spy_p1w": 0.17740657987926478, "alpha_c_p1w": 0.1292817144153382, "bench_spy_p1w": 0.02267693605077592, "bench_c_p1w": 0.0708018015147025, "ret_p1m": 0.3361737055833156, "ret_signed_p1m": 0.3361737055833156, "alpha_spy_p1m": 0.3280132974934864, "alpha_c_p1m": 0.28138750267085033, "bench_spy_p1m": 0.008160408089829208, "bench_c_p1m": 0.054786202912465276, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.3361737055833156, "alpha_spy_stated": 0.3280132974934864, "alpha_c_stated": 0.28138750267085033, "price_path": [-0.4072, -0.423, -0.3657, -0.3601, -0.3636, -0.3636, -0.382, -0.3493, -0.3548, -0.3381, -0.3493, -0.3538, -0.3368, -0.3576, -0.3625, -0.3621, -0.4131, -0.3805, -0.3862, -0.4276, -0.3982, -0.3769, -0.3528, -0.3734, -0.3413, -0.3171, -0.2863, -0.2862, -0.3132, -0.3463, -0.3749, -0.3886, -0.4094, -0.4505, -0.4478, -0.5023, -0.4775, -0.4311, -0.4336, -0.4336, -0.4158, -0.4161, -0.371, -0.3481, -0.3496, -0.3403, -0.2799, -0.2944, -0.2929, -0.2962, -0.3065, -0.305, -0.2461, -0.255, -0.2318, -0.1888, -0.2201, -0.1982, -0.2002, -0.1615, -0.1085, -0.0099, 0.0309, 0.0, 0.1549, 0.23, 0.1855, 0.2428, 0.2001, 0.1207, 0.054, 0.0806, 0.132, 0.1786, 0.1614, 0.1614, 0.3855, 0.4358, 0.4282, 0.5016, 0.6014, 0.6456, 0.6695, 0.5403, 0.3362, 0.468, 0.4473, 0.3793, 0.5401, 0.518, 0.6826, 0.5786, 0.6133, 0.7537, 0.7537, 0.8734, 0.6265, 0.6265, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2033774503101403429", "ticker_idx": 0, "ts": "2026-03-17T05:16:41+00:00", "symbol": "memory", "kind": "sector", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Long Memory", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long memory sector, endorsing the locked-in supply / wafer shortage thesis through 2030.", "resolved_tickers": ["MU", "000660.KS", "005930.KS"], "resolution_method": "basket", "resolution_reason": "Memory sector basket: Micron, SK Hynix, Samsung Electronics", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@StockStormX Long Memory", "reply_text": null, "parent_text": "@TradexWhisperer wafer shortage till 2030 means every chip name with locked in supply is sitting on gold and most people dont realize it yet", "quoted_text": null, "parent_author": "StockStormX", "ret_m1d": -0.02192502505200437, "ret_signed_m1d": -0.02192502505200437, "alpha_spy_m1d": -0.019301381672848266, "alpha_c_m1d": -0.01446687291871122, "bench_spy_m1d": -0.0026236433791561042, "bench_c_m1d": -0.00745815213329315, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05468103560531564, "ret_signed_p1d": 0.05468103560531564, "alpha_spy_p1d": 0.0686346801205728, "alpha_c_p1d": 0.06276910105478559, "bench_spy_p1d": -0.013953644515257158, "bench_c_p1d": -0.008088065449469939, "ret_p1w": -0.04948844588818213, "ret_signed_p1w": -0.04948844588818213, "alpha_spy_p1w": -0.025895230808151037, "alpha_c_p1w": -0.04371841838176227, "bench_spy_p1w": -0.023593215080031094, "bench_c_p1w": -0.005770027506419861, "ret_p1m": 0.08338843813825281, "ret_signed_p1m": 0.08338843813825281, "alpha_spy_p1m": 0.03708244056742349, "alpha_c_p1m": -0.05801449077412246, "bench_spy_p1m": 0.046305997570829316, "bench_c_p1m": 0.14140292891237527, "ret_p3m": 1.0035177896480512, "ret_signed_p3m": 1.0035177896480512, "alpha_spy_p3m": 0.8947120550635796, "alpha_c_p3m": 0.4414334962966817, "bench_spy_p3m": 0.10880573458447151, "bench_c_p3m": 0.5620842933513694, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.08338843813825281, "alpha_spy_stated": 0.03708244056742349, "alpha_c_stated": -0.05801449077412246, "price_path": [-0.4472, -0.4386, -0.4124, -0.4095, -0.4013, -0.4013, -0.3888, -0.3625, -0.3593, -0.3645, -0.3645, -0.3191, -0.2985, -0.2642, -0.2579, -0.266, -0.2567, -0.2548, -0.2662, -0.2636, -0.2527, -0.2228, -0.2194, -0.232, -0.2082, -0.1922, -0.1869, -0.2052, -0.1552, -0.1181, -0.1138, -0.1128, -0.1407, -0.0981, -0.1267, -0.1609, -0.1546, -0.1328, -0.145, -0.1203, -0.0895, -0.0894, -0.0894, -0.098, -0.0827, -0.0654, -0.0386, -0.0381, -0.0097, 0.0088, 0.0525, 0.0345, 0.0347, -0.0678, -0.1229, -0.0606, -0.0916, -0.1334, -0.0636, -0.0429, -0.0647, -0.0642, -0.0219, 0.0, 0.0547, 0.0135, -0.0058, -0.0672, -0.0495, -0.0573, -0.1131, -0.1119, -0.1639, -0.1906, -0.0994, -0.1429, -0.1137, -0.09, -0.074, 0.0114, -0.0012, 0.0116, 0.0117, 0.0711, 0.0834, 0.1018, 0.0884, 0.0941, 0.1225, 0.1471, 0.1556, 0.1568, 0.2096, 0.1934, 0.2081, 0.1953, 0.2134, 0.3141, 0.3602, 0.4899, 0.5031, 0.5813, 0.7123, 0.6649, 0.7487, 0.7474, 0.6145, 0.6086, 0.5789, 0.6038, 0.7331, 0.7133, 0.7133, 0.8673, 0.9702, 0.9697, 1.0493, 1.1613, 1.2007, 1.2119, 1.1147, 0.9023, 0.8515, 0.992, 0.8692, 0.9565, 1.0035, 1.1528, 1.1468, 1.2169, 1.3664, 1.3789, 1.4872, 1.1719, 1.233, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2044480109185487264", "ticker_idx": 0, "ts": "2026-04-15T18:16:57+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "If HBM4 volume goes down then HBM3E and other higher margin enterprise DRAM will fill the gaps. This is the part of the structural shift we're witnessing. Memory companies have more agility in allocating their sources to the highest margin pipeline.", "tweet_type": "analysis", "timeline": "months", "summary": "Bullish MU: HBM4 volume shortfall filled by higher-margin HBM3E/enterprise DRAM; structural shift benefits memory companies with allocation agility.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU $DRAM If HBM4 volume goes down then HBM3E and other higher margin enterprise DRAM will fill the gaps. This is the part of the structural shift we're witnessing. Memory companies have more agility in allocating their sources to the highest margin pipeline.\n\nSamsung and SK hynix are adopting diverging strategies for HBM4 ramp-up as the industry prepares for NVIDIA’s next-generation platforms amid ongoing AI demand.\n\nSamsung is aggressively pushing to improve 1c DRAM yields for HBM4 from current levels below 60% toward a target of 80% in the second half of 2026 to achieve near-mature production and better serve key AI customers including NVIDIA.\n\nThe company aims to strengthen its competitive position through advanced DRAM technology despite heavier reliance on EUV lithography which adds process complexity and cost.\n\nSamsung has already raised prices for HBM4 logic dies by around 40-50% since early 2026.\n\nSK hynix the current HBM market leader plans to trim HBM4 shipments by 20-30% from original 2026 targets mainly due to delays in NVIDIA’s Rubin platform rollout.\n\nReasons for the cut include longer validation times for HBM4 components network interconnect changes from CX8 to CX9 higher power consumption and the need for advanced liquid cooling.\n\nSK hynix is redirecting the reduced HBM4 volumes toward stronger demand for HBM3E and server DRAM such as LPDDR helping maintain overall memory demand.\n\nNVIDIA’s Rubin GPU shipment share is now expected to drop from 29% to 22% in 2026 while Blackwell powered by HBM3E gains momentum rising from 61% to 71%.", "reply_text": null, "parent_text": null, "quoted_text": "Blackwell just got revised to 71% on 2026 shipments. Previously 61%. Rubin got cut from 29% to 22%.\n\nThis means $MU will sell more HBM3E than projected. Blackwell runs on HBM3E.\n\nSK Hynix and Micron are both ahead of Samsung in HBM3E maturity, especially on 12-high stack HBM3E https://t.co/Es0eKYd4MG", "parent_author": null, "ret_m1d": 0.02066938265502194, "ret_signed_m1d": 0.02066938265502194, "alpha_spy_m1d": 0.028498571989951316, "alpha_c_m1d": 0.022876888173785748, "bench_spy_m1d": -0.007829189334929376, "bench_c_m1d": -0.002207505518763808, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.00219187685141109, "ret_signed_p1d": 0.00219187685141109, "alpha_spy_p1d": -0.0002654707955265234, "alpha_c_p1d": -0.0017816061352748935, "bench_spy_p1d": 0.002457347646937613, "bench_c_p1d": 0.003973482986685983, "ret_p1w": 0.06849615160659939, "ret_signed_p1w": 0.06849615160659939, "alpha_spy_p1w": 0.05239470200054175, "alpha_c_p1w": 0.015891324736255763, "bench_spy_p1w": 0.01610144960605764, "bench_c_p1w": 0.052604826870343624, "ret_p1m": 0.7009183768686356, "ret_signed_p1m": 0.7009183768686356, "alpha_spy_p1m": 0.6320124534700751, "alpha_c_p1m": 0.42422957586318577, "bench_spy_p1m": 0.0689059233985605, "bench_c_p1m": 0.2766888010054498, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.7009183768686356, "alpha_spy_stated": 0.6320124534700751, "alpha_c_stated": 0.42422957586318577, "price_path": [-0.2052, -0.2052, -0.2003, -0.1475, -0.1289, -0.1244, -0.1475, -0.1012, -0.0463, -0.0452, -0.091, -0.0408, -0.081, -0.1688, -0.1611, -0.1353, -0.1598, -0.1822, -0.101, -0.093, -0.0981, -0.0981, -0.1241, -0.0777, -0.0856, -0.0619, -0.0777, -0.0842, -0.0601, -0.0895, -0.0965, -0.0959, -0.1681, -0.1219, -0.1301, -0.1887, -0.147, -0.1168, -0.0827, -0.1119, -0.0664, -0.032, 0.0115, 0.0116, -0.0266, -0.0734, -0.1141, -0.1334, -0.1629, -0.2212, -0.2173, -0.2947, -0.2595, -0.1937, -0.1972, -0.1972, -0.172, -0.1724, -0.1085, -0.0761, -0.0781, -0.065, 0.0207, 0.0, 0.0022, -0.0025, -0.0171, -0.015, 0.0685, 0.0559, 0.0887, 0.1498, 0.1053, 0.1364, 0.1336, 0.1885, 0.2635, 0.4032, 0.4611, 0.4173, 0.6369, 0.7433, 0.6802, 0.7615, 0.7009, 0.5884, 0.4939, 0.5316, 0.6044, 0.6704, 0.6461, 0.6461, 0.9637, 1.035, 1.0242, 1.1283, 1.2697, 1.3324, 1.3663, 1.1831, 0.8938, 1.0807, 1.0514, 0.9549, 1.1828, 1.1516, 1.3847, 1.2374, 1.2865, 1.4856, 1.4856, 1.6552, 1.3054, 1.3054, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2053552067491590396", "ticker_idx": 0, "ts": "2026-05-10T19:05:40+00:00", "symbol": "TSM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I like $TSM $ASX $AMKR. It's LONG term.", "tweet_type": "prediction", "timeline": "years", "summary": "Long TSM, ASX, and AMKR on a long-term basis in the context of packaging demand.", "resolved_tickers": ["TSM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@ditinhoo10 I like $TSM $ASX $AMKR. It's LONG term.", "reply_text": null, "parent_text": "@TradexWhisperer Is amkor the next buy as a result of the packaging problem ?", "quoted_text": null, "parent_author": "ditinhoo10", "ret_m1d": 0.017649608362830582, "ret_signed_m1d": 0.017649608362830582, "alpha_spy_m1d": 0.019921995899346956, "alpha_c_m1d": 0.03460232404126484, "bench_spy_m1d": -0.0022723875365163737, "bench_c_m1d": -0.01695271567843426, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.017946319227620133, "ret_signed_p1d": -0.017946319227620133, "alpha_spy_p1d": -0.01643136661303357, "alpha_c_p1d": 0.008185446007048736, "bench_spy_p1d": -0.0015149526145865622, "bench_c_p1d": -0.02613176523466887, "ret_p1w": -0.021233957273030568, "ret_signed_p1w": -0.021233957273030568, "alpha_spy_p1w": -0.020354766611819897, "alpha_c_p1w": 0.031081679349249547, "bench_spy_p1w": -0.0008791906612106715, "bench_c_p1w": -0.052315636622280115, "ret_p1m": 0.057794043945268436, "ret_signed_p1m": 0.057794043945268436, "alpha_spy_p1m": 0.06083744080292741, "alpha_c_p1m": 0.03228691710501841, "bench_spy_p1m": -0.0030433968576589754, "bench_c_p1m": 0.025507126840250027, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.0779, -0.0926, -0.0969, -0.0969, -0.1022, -0.107, -0.1116, -0.0866, -0.0879, -0.0491, -0.0442, -0.0712, -0.0767, -0.0901, -0.1295, -0.1189, -0.1277, -0.1646, -0.1405, -0.1444, -0.126, -0.17, -0.1661, -0.1613, -0.1448, -0.1606, -0.1625, -0.1861, -0.1634, -0.1515, -0.1404, -0.1939, -0.1923, -0.2176, -0.1646, -0.1559, -0.1619, -0.1619, -0.1552, -0.1464, -0.0955, -0.0965, -0.0839, -0.0864, -0.0609, -0.0728, -0.1018, -0.0841, -0.0947, -0.0901, -0.0423, -0.0541, -0.0051, 0.0011, -0.0302, -0.0265, -0.021, -0.017, -0.0072, -0.025, 0.037, 0.0238, 0.0176, 0.0, -0.0179, -0.0117, 0.0326, -0.0005, -0.0212, -0.0295, -0.0072, 0.0065, -0.0, -0.0, 0.0192, 0.045, 0.0502, 0.0344, 0.0769, 0.1042, 0.0795, 0.0998, 0.0263, 0.055, 0.0578, 0.0104, 0.0433, 0.0504, 0.0937, 0.0551, 0.0708, 0.145, 0.145, 0.1588, 0.0813, 0.0813, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2053552067491590396", "ticker_idx": 1, "ts": "2026-05-10T19:05:40+00:00", "symbol": "ASX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I like $TSM $ASX $AMKR. It's LONG term.", "tweet_type": "prediction", "timeline": "years", "summary": "Long TSM, ASX, and AMKR on a long-term basis in the context of packaging demand.", "resolved_tickers": ["ASX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@ditinhoo10 I like $TSM $ASX $AMKR. It's LONG term.", "reply_text": null, "parent_text": "@TradexWhisperer Is amkor the next buy as a result of the packaging problem ?", "quoted_text": null, "parent_author": "ditinhoo10", "ret_m1d": -0.030311606740797137, "ret_signed_m1d": -0.030311606740797137, "alpha_spy_m1d": -0.028039219204280763, "alpha_c_m1d": -0.013358891062362876, "bench_spy_m1d": -0.0022723875365163737, "bench_c_m1d": -0.01695271567843426, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.02889519772829907, "ret_signed_p1d": -0.02889519772829907, "alpha_spy_p1d": -0.02738024511371251, "alpha_c_p1d": -0.0027634324936302024, "bench_spy_p1d": -0.0015149526145865622, "bench_c_p1d": -0.02613176523466887, "ret_p1w": -0.1033994248560276, "ret_signed_p1w": -0.1033994248560276, "alpha_spy_p1w": -0.10252023419481693, "alpha_c_p1w": -0.051083788233747485, "bench_spy_p1w": -0.0008791906612106715, "bench_c_p1w": -0.052315636622280115, "ret_p1m": -0.006232221268007598, "ret_signed_p1m": -0.006232221268007598, "alpha_spy_p1m": -0.003188824410348623, "alpha_c_p1m": -0.031739348108257626, "bench_spy_p1m": -0.0030433968576589754, "bench_c_p1m": 0.025507126840250027, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.3275, -0.3354, -0.3371, -0.3371, -0.3351, -0.3388, -0.3433, -0.3212, -0.3348, -0.2969, -0.2887, -0.3136, -0.3119, -0.3144, -0.368, -0.3739, -0.3751, -0.4017, -0.3864, -0.385, -0.3796, -0.4054, -0.3909, -0.3904, -0.3816, -0.3864, -0.3796, -0.3963, -0.3858, -0.3901, -0.3654, -0.3929, -0.3909, -0.4082, -0.3858, -0.3632, -0.3688, -0.3688, -0.3612, -0.3714, -0.3161, -0.3057, -0.2963, -0.2479, -0.2388, -0.2286, -0.2181, -0.1901, -0.1705, -0.1615, -0.1516, -0.1555, -0.0935, -0.1261, -0.1479, -0.1334, -0.1102, -0.1051, -0.0856, -0.0527, -0.0323, -0.0555, -0.0303, 0.0, -0.0289, 0.0048, -0.0014, -0.0422, -0.1034, -0.1249, -0.1023, -0.0754, -0.0139, -0.0139, 0.1034, 0.1068, 0.1501, 0.0864, 0.0813, 0.1122, 0.1306, 0.0878, -0.036, 0.0062, -0.0062, -0.0283, 0.0425, 0.0799, 0.0907, 0.0436, 0.0606, 0.149, 0.149, 0.2357, 0.1266, 0.1266, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2053552067491590396", "ticker_idx": 2, "ts": "2026-05-10T19:05:40+00:00", "symbol": "AMKR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I like $TSM $ASX $AMKR. It's LONG term.", "tweet_type": "prediction", "timeline": "years", "summary": "Long TSM, ASX, and AMKR on a long-term basis in the context of packaging demand.", "resolved_tickers": ["AMKR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductor Equipment & Materials'", "bench_c_industry": "Semiconductor Equipment & Materials", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@ditinhoo10 I like $TSM $ASX $AMKR. It's LONG term.", "reply_text": null, "parent_text": "@TradexWhisperer Is amkor the next buy as a result of the packaging problem ?", "quoted_text": null, "parent_author": "ditinhoo10", "ret_m1d": -0.0010432627881857837, "ret_signed_m1d": -0.0010432627881857837, "alpha_spy_m1d": 0.00122912474833059, "alpha_c_m1d": 0.015909452890248477, "bench_spy_m1d": -0.0022723875365163737, "bench_c_m1d": -0.01695271567843426, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04224810930406153, "ret_signed_p1d": -0.04224810930406153, "alpha_spy_p1d": -0.04073315668947497, "alpha_c_p1d": -0.016116344069392663, "bench_spy_p1d": -0.0015149526145865622, "bench_c_p1d": -0.02613176523466887, "ret_p1w": -0.13887087593738034, "ret_signed_p1w": -0.13887087593738034, "alpha_spy_p1w": -0.13799168527616967, "alpha_c_p1w": -0.08655523931510023, "bench_spy_p1w": -0.0008791906612106715, "bench_c_p1w": -0.052315636622280115, "ret_p1m": -0.0743280167599295, "ret_signed_p1m": -0.0743280167599295, "alpha_spy_p1m": -0.07128461990227053, "alpha_c_p1m": -0.09983514360017953, "bench_spy_p1m": -0.0030433968576589754, "bench_c_p1m": 0.025507126840250027, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.269, -0.3286, -0.3821, -0.3821, -0.3904, -0.3917, -0.3709, -0.3761, -0.3874, -0.3684, -0.337, -0.3685, -0.3776, -0.3778, -0.4197, -0.4043, -0.4201, -0.4585, -0.4375, -0.4281, -0.4284, -0.4619, -0.4394, -0.418, -0.3957, -0.3888, -0.3724, -0.4027, -0.3986, -0.3446, -0.3489, -0.4114, -0.4204, -0.4621, -0.4128, -0.3938, -0.3911, -0.3911, -0.3868, -0.3791, -0.3165, -0.281, -0.2442, -0.2119, -0.2004, -0.2213, -0.1798, -0.1215, -0.0945, -0.0845, -0.0579, -0.0493, 0.0184, -0.014, -0.0695, -0.0793, -0.0905, -0.073, -0.0747, 0.0003, 0.0069, -0.0576, -0.001, 0.0, -0.0422, -0.0271, -0.06, -0.0827, -0.1389, -0.1454, -0.1069, -0.1407, -0.1427, -0.1427, -0.0421, -0.0587, -0.0797, -0.093, -0.0514, -0.0254, -0.0183, -0.0363, -0.1521, -0.1085, -0.0743, -0.0913, -0.0059, 0.0806, 0.1153, 0.1298, 0.1283, 0.1809, 0.1809, 0.2212, 0.1321, 0.1321, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2047149415580991905", "ticker_idx": 0, "ts": "2026-04-23T03:03:49+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Blackwell needs more HBM than Hopper. Vera Rubin needs more than Blackwell. Rubin Ultra needs exponentially more than Vera Rubin. AI inference runs on HBM. And demand is only going one direction.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long MU: HBM demand escalates through Nvidia's GPU roadmap (Hopper→Blackwell→Rubin→Rubin Ultra) with AI inference as a structural tailwind.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU $DRAM \n\nBlackwell needs more HBM than Hopper.\n\nVera Rubin needs more than Blackwell.\n\nRubin Ultra needs exponentially more than Vera Rubin\n\nAI inference runs on HBM. And demand is only going one direction. https://t.co/BqVx49fyhX", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": 0.011957173775281937, "ret_signed_m1d": 0.011957173775281937, "alpha_spy_m1d": 0.00806131408496591, "alpha_c_m1d": 0.022375394108709812, "bench_spy_m1d": 0.003895859690316028, "bench_c_m1d": -0.010418220333427874, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03113842058039773, "ret_signed_p1d": 0.03113842058039773, "alpha_spy_p1d": 0.023389111343166125, "alpha_c_p1d": -0.019894050160316423, "bench_spy_p1d": 0.007749309237231605, "bench_c_p1d": 0.05103247074071415, "ret_p1w": 0.07356965007477667, "ret_signed_p1w": 0.07356965007477667, "alpha_spy_p1w": 0.05915797507191112, "alpha_c_p1w": 0.021956088173431088, "bench_spy_p1w": 0.014411675002865554, "bench_c_p1w": 0.051613561901345584, "ret_p1m": 0.5589969237252503, "ret_signed_p1m": 0.5589969237252503, "alpha_spy_p1m": 0.5065020628240426, "alpha_c_p1m": 0.362940059505956, "bench_spy_p1m": 0.052494860901207696, "bench_c_p1m": 0.19605686421929436, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.5589969237252503, "alpha_spy_stated": 0.5065020628240426, "alpha_c_stated": 0.362940059505956, "price_path": [-0.1926, -0.1487, -0.0968, -0.0957, -0.1391, -0.0916, -0.1297, -0.2127, -0.2055, -0.181, -0.2042, -0.2255, -0.1485, -0.141, -0.1458, -0.1458, -0.1704, -0.1265, -0.134, -0.1115, -0.1265, -0.1326, -0.1098, -0.1377, -0.1443, -0.1437, -0.2122, -0.1684, -0.1761, -0.2316, -0.1922, -0.1635, -0.1312, -0.1589, -0.1158, -0.0833, -0.042, -0.0419, -0.0781, -0.1225, -0.161, -0.1793, -0.2072, -0.2624, -0.2588, -0.332, -0.2987, -0.2364, -0.2397, -0.2397, -0.2158, -0.2162, -0.1557, -0.125, -0.1269, -0.1145, -0.0333, -0.0529, -0.0508, -0.0553, -0.0691, -0.0671, 0.012, 0.0, 0.0311, 0.0889, 0.0469, 0.0763, 0.0736, 0.1256, 0.1966, 0.329, 0.3838, 0.3423, 0.5503, 0.651, 0.5913, 0.6683, 0.6109, 0.5043, 0.4148, 0.4505, 0.5195, 0.582, 0.559, 0.559, 0.8598, 0.9273, 0.9171, 1.0157, 1.1496, 1.209, 1.2411, 1.0676, 0.7936, 0.9706, 0.9428, 0.8514, 1.0673, 1.0377, 1.2586, 1.119, 1.1656, 1.354, 1.354, 1.5147, 1.1834, 1.1834, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2043359842103116070", "ticker_idx": 0, "ts": "2026-04-12T16:05:24+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Micron's PSMC Acquisition Updates in Taiwan. -PSMC Core Business Reportedly Swings to Profit in Q1. Good news. -Synergies are projected to materialize in 1.5–2 years. -The proximity a big plus for streamlined HBM fab -> probe -> post-wafer-fabrication (PWF) production process.", "tweet_type": "analysis", "timeline": "quarters", "summary": "Bullish MU: PSMC swings to profit, HBM fab synergies projected in 1.5–2 years, second Tongluo fab adds meaningful HBM capacity.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU Micron's PSMC Acquisition Updates in Taiwan.\n\n-PSMC Core Business Reportedly Swings to Profit in Q1. Good news.\n\n-US$300 million (~NT$10 billion) prepayment under an HBM-related contract manufacturing agreement to fund equipment and cleanroom investments.\n\n-PSMC will handle intermediate PWF (wafer fabrication) processes for Micron and benefit from guaranteed wafer take-up with margins.\n\n-Synergies are projected to materialize in 1.5–2 years. The Tongluo site is expected to begin meaningful shipments in fiscal 2028.\n\n-Micron plans to build a second fab of similar scale at the location, with construction starting by the end of FY2026, adding roughly 270,000 square feet of cleanroom space. The site is located about 15 miles from Micron’s existing Taichung mega campus. \n\n-The proximity a big plus for streamlined HBM fab -> probe -> post-wafer-fabrication (PWF) production process.", "reply_text": null, "parent_text": null, "quoted_text": "$MU Holy Sh*t\n\nMicron Plans SECOND Tongluo Facility Immediately After the PSMC P5 Acquisition; Construction to Start by FY26\n\nMicron intends to build a second manufacturing facility of similar scale at the same Tongluo site, adding roughly 270,000 square feet of cleanroom space. https://t.co/ZiIdxINxiw", "parent_author": null, "ret_m1d": -0.01399568936344775, "ret_signed_m1d": -0.01399568936344775, "alpha_spy_m1d": -0.004317818598475021, "alpha_c_m1d": 0.0005755009384411647, "bench_spy_m1d": -0.00967787076497273, "bench_c_m1d": -0.014571190301888914, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.09166355571854745, "ret_signed_p1d": 0.09166355571854745, "alpha_spy_p1d": 0.07947867850870671, "alpha_c_p1d": 0.07213000644791245, "bench_spy_p1d": 0.012184877209840739, "bench_c_p1d": 0.019533549270634998, "ret_p1w": 0.05124722429261053, "ret_signed_p1w": 0.05124722429261053, "alpha_spy_p1w": 0.01827833698374981, "alpha_c_p1w": 0.004736656133828898, "bench_spy_p1w": 0.03296888730886072, "bench_c_p1w": 0.04651056815878163, "ret_p1m": 0.797121205638941, "ret_signed_p1m": 0.797121205638941, "alpha_spy_p1m": 0.72121391305874, "alpha_c_p1m": 0.5311627885412773, "bench_spy_p1m": 0.0759072925802009, "bench_c_p1m": 0.26595841709766366, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.2188, -0.2112, -0.1499, -0.1499, -0.1447, -0.0882, -0.0683, -0.0635, -0.0882, -0.0387, 0.02, 0.0212, -0.0278, 0.0259, -0.0171, -0.1109, -0.1028, -0.0751, -0.1013, -0.1253, -0.0384, -0.0299, -0.0353, -0.0353, -0.0632, -0.0136, -0.022, 0.0034, -0.0135, -0.0205, 0.0053, -0.0262, -0.0337, -0.033, -0.1103, -0.0609, -0.0696, -0.1323, -0.0877, -0.0554, -0.0189, -0.0501, -0.0014, 0.0353, 0.0819, 0.082, 0.0411, -0.009, -0.0525, -0.0731, -0.1046, -0.167, -0.1629, -0.2456, -0.208, -0.1376, -0.1414, -0.1414, -0.1144, -0.1148, -0.0465, -0.0118, -0.014, 0.0, 0.0917, 0.0696, 0.0719, 0.0668, 0.0512, 0.0535, 0.1428, 0.1293, 0.1645, 0.2297, 0.1822, 0.2154, 0.2124, 0.2711, 0.3514, 0.5008, 0.5627, 0.5159, 0.7508, 0.8645, 0.7971, 0.884, 0.8192, 0.6988, 0.5978, 0.6381, 0.716, 0.7866, 0.7606, 0.7606, 1.1002, 1.1765, 1.165, 1.2764, 1.4276, 1.4946, 1.5309, 1.335, 1.0255, 1.2254, 1.194, 1.0909, 1.3347, 1.3012, 1.5506, 1.393, 1.4456, 1.6585, 1.6585, 1.8399, 1.4657, 1.4657, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2048024476420591673", "ticker_idx": 0, "ts": "2026-04-25T13:01:00+00:00", "symbol": "AMD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "CPUs are becoming the real orchestrators", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish AMD, INTC, and MU on CPU/memory renaissance as AI shifts from training to inference/agentic era, increasing CPU-to-GPU ratios.", "resolved_tickers": ["AMD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "in", "tweet_text": "$AMD $INTC\n\nTraining Era: 1 CPUs per 8 GPU.\nInference Era: 4 CPU per 8 GPU\nAgentic AI: 8 CPU per 8 GPU\n\nCPUs are becoming the real orchestrators. Intel Q1 Data Center +22% YoY. $5.1B. 18A ahead of schedule.\n\nInference = CPU + Memory Renaissance $MU $DRAM https://t.co/Sxublk0c6g", "reply_text": null, "parent_text": null, "quoted_text": "$AMD $INTC AI Inference & Agentic AI Tailwind. Is Market finally pricing in the CPU necessity?\n\n-AMD CEO Lisa Su disclosed at the March 2026 Morgan Stanley TMT Conference that server CPU demand has \"far exceeded\" prior forecasts.\n\n-Meta and AMD announced a five year, $60 billion https://t.co/F21QcDSkXM", "parent_author": null, "ret_m1d": 0.03938676294254262, "ret_signed_m1d": 0.03938676294254262, "alpha_spy_m1d": 0.04110658788660981, "alpha_c_m1d": 0.03903122888433286, "bench_spy_m1d": -0.0017198249440671942, "bench_c_m1d": 0.00035553405820976103, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03412728464601866, "ret_signed_p1d": -0.03412728464601866, "alpha_spy_p1d": -0.029261292378899184, "alpha_c_p1d": -0.004399441205423127, "bench_spy_p1d": -0.004865992267119479, "bench_c_p1d": -0.029727843440595536, "ret_p1w": 0.02064968341535689, "ret_signed_p1w": 0.02064968341535689, "alpha_spy_p1w": 0.016678599063162824, "alpha_c_p1w": 0.01960279294588796, "bench_spy_p1w": 0.003971084352194065, "bench_c_p1w": 0.0010468904694689307, "ret_p1m": 0.5058124116063647, "ret_signed_p1m": 0.5058124116063647, "alpha_spy_p1m": 0.4562856458253024, "alpha_c_p1m": 0.31642355403651523, "bench_spy_p1m": 0.0495267657810623, "bench_c_p1m": 0.18938885756984947, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.5058124116063647, "alpha_spy_stated": 0.4562856458253024, "alpha_c_stated": 0.31642355403651523, "price_path": [-0.2447, -0.2464, -0.2926, -0.2641, -0.2765, -0.4018, -0.4247, -0.3771, -0.3545, -0.3618, -0.3617, -0.3846, -0.3805, -0.3805, -0.3931, -0.402, -0.3923, -0.4019, -0.4125, -0.361, -0.3699, -0.3913, -0.4017, -0.4064, -0.4294, -0.3961, -0.404, -0.4249, -0.3943, -0.3927, -0.3879, -0.4091, -0.4221, -0.4125, -0.4134, -0.4039, -0.3866, -0.3984, -0.3943, -0.3863, -0.3418, -0.3911, -0.3964, -0.4142, -0.3921, -0.3718, -0.35, -0.35, -0.342, -0.338, -0.3072, -0.2928, -0.2677, -0.2624, -0.2378, -0.2286, -0.1685, -0.1681, -0.1783, -0.1498, -0.0931, -0.0876, 0.0394, 0.0, -0.0341, 0.0074, 0.0593, 0.0774, 0.0206, 0.0617, 0.2593, 0.2206, 0.3603, 0.371, 0.3397, 0.3313, 0.3439, 0.2674, 0.2581, 0.2373, 0.3375, 0.3435, 0.3971, 0.3971, 0.5058, 0.4809, 0.5482, 0.5423, 0.5245, 0.5586, 0.6213, 0.5635, 0.3937, 0.4653, 0.421, 0.3519, 0.4597, 0.5288, 0.6354, 0.516, 0.5315, 0.6059, 0.6059, 0.6485, 0.5535, 0.5535, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2048024476420591673", "ticker_idx": 1, "ts": "2026-04-25T13:01:00+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Intel Q1 Data Center +22% YoY. $5.1B. 18A ahead of schedule", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish AMD, INTC, and MU on CPU/memory renaissance as AI shifts from training to inference/agentic era, increasing CPU-to-GPU ratios.", "resolved_tickers": ["INTC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "in", "tweet_text": "$AMD $INTC\n\nTraining Era: 1 CPUs per 8 GPU.\nInference Era: 4 CPU per 8 GPU\nAgentic AI: 8 CPU per 8 GPU\n\nCPUs are becoming the real orchestrators. Intel Q1 Data Center +22% YoY. $5.1B. 18A ahead of schedule.\n\nInference = CPU + Memory Renaissance $MU $DRAM https://t.co/Sxublk0c6g", "reply_text": null, "parent_text": null, "quoted_text": "$AMD $INTC AI Inference & Agentic AI Tailwind. Is Market finally pricing in the CPU necessity?\n\n-AMD CEO Lisa Su disclosed at the March 2026 Morgan Stanley TMT Conference that server CPU demand has \"far exceeded\" prior forecasts.\n\n-Meta and AMD announced a five year, $60 billion https://t.co/F21QcDSkXM", "parent_author": null, "ret_m1d": -0.028826885631522026, "ret_signed_m1d": -0.028826885631522026, "alpha_spy_m1d": -0.02710706068745483, "alpha_c_m1d": -0.029182419689731787, "bench_spy_m1d": -0.0017198249440671942, "bench_c_m1d": 0.00035553405820976103, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.005530076862179545, "ret_signed_p1d": -0.005530076862179545, "alpha_spy_p1d": -0.000664084595060066, "alpha_c_p1d": 0.02419776657841599, "bench_spy_p1d": -0.004865992267119479, "bench_c_p1d": -0.029727843440595536, "ret_p1w": 0.12695612644705134, "ret_signed_p1w": 0.12695612644705134, "alpha_spy_p1w": 0.12298504209485728, "alpha_c_p1w": 0.1259092359775824, "bench_spy_p1w": 0.003971084352194065, "bench_c_p1w": 0.0010468904694689307, "ret_p1m": 0.4533474496735088, "ret_signed_p1m": 0.4533474496735088, "alpha_spy_p1m": 0.4038206838924465, "alpha_c_p1m": 0.26395859210365935, "bench_spy_p1m": 0.0495267657810623, "bench_c_p1m": 0.18938885756984947, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.4533474496735088, "alpha_spy_stated": 0.4038206838924465, "alpha_c_stated": 0.26395859210365935, "price_path": [-0.4261, -0.4275, -0.4532, -0.4257, -0.4205, -0.4282, -0.4324, -0.4048, -0.4089, -0.4455, -0.4318, -0.4531, -0.4495, -0.4495, -0.4566, -0.4651, -0.475, -0.481, -0.4866, -0.4573, -0.4484, -0.4651, -0.4633, -0.4646, -0.4929, -0.4637, -0.4593, -0.4891, -0.4637, -0.4496, -0.4355, -0.4676, -0.4615, -0.4616, -0.4816, -0.4702, -0.4566, -0.4838, -0.4822, -0.4816, -0.4449, -0.4811, -0.4925, -0.5154, -0.4808, -0.4349, -0.4072, -0.4072, -0.4025, -0.3775, -0.3064, -0.2738, -0.266, -0.2331, -0.2492, -0.2359, -0.194, -0.194, -0.227, -0.2204, -0.232, -0.2143, -0.0288, 0.0, -0.0055, 0.1148, 0.1117, 0.1721, 0.127, 0.2725, 0.3297, 0.2898, 0.4698, 0.523, 0.4191, 0.4153, 0.364, 0.2798, 0.2727, 0.3037, 0.3997, 0.3943, 0.41, 0.41, 0.4533, 0.4328, 0.4224, 0.3493, 0.2864, 0.2699, 0.3262, 0.3152, 0.1668, 0.2974, 0.2698, 0.2594, 0.3762, 0.4657, 0.5044, 0.3772, 0.4249, 0.5765, 0.5765, 0.6583, 0.5564, 0.5564, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2048024476420591673", "ticker_idx": 2, "ts": "2026-04-25T13:01:00+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Inference = CPU + Memory Renaissance $MU $DRAM", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish AMD, INTC, and MU on CPU/memory renaissance as AI shifts from training to inference/agentic era, increasing CPU-to-GPU ratios.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "in", "tweet_text": "$AMD $INTC\n\nTraining Era: 1 CPUs per 8 GPU.\nInference Era: 4 CPU per 8 GPU\nAgentic AI: 8 CPU per 8 GPU\n\nCPUs are becoming the real orchestrators. Intel Q1 Data Center +22% YoY. $5.1B. 18A ahead of schedule.\n\nInference = CPU + Memory Renaissance $MU $DRAM https://t.co/Sxublk0c6g", "reply_text": null, "parent_text": null, "quoted_text": "$AMD $INTC AI Inference & Agentic AI Tailwind. Is Market finally pricing in the CPU necessity?\n\n-AMD CEO Lisa Su disclosed at the March 2026 Morgan Stanley TMT Conference that server CPU demand has \"far exceeded\" prior forecasts.\n\n-Meta and AMD announced a five year, $60 billion https://t.co/F21QcDSkXM", "parent_author": null, "ret_m1d": -0.05307304496618781, "ret_signed_m1d": -0.05307304496618781, "alpha_spy_m1d": -0.051353220022120616, "alpha_c_m1d": -0.05342857902439757, "bench_spy_m1d": -0.0017198249440671942, "bench_c_m1d": 0.00035553405820976103, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0386418886457458, "ret_signed_p1d": -0.0386418886457458, "alpha_spy_p1d": -0.033775896378626324, "alpha_c_p1d": -0.008914045205150267, "bench_spy_p1d": -0.004865992267119479, "bench_c_p1d": -0.029727843440595536, "ret_p1w": 0.09892102884311416, "ret_signed_p1w": 0.09892102884311416, "alpha_spy_p1w": 0.09494994449092009, "alpha_c_p1w": 0.09787413837364523, "bench_spy_p1w": 0.003971084352194065, "bench_c_p1w": 0.0010468904694689307, "ret_p1m": 0.707869469750678, "ret_signed_p1m": 0.707869469750678, "alpha_spy_p1m": 0.6583427039696157, "alpha_c_p1m": 0.5184806121808285, "bench_spy_p1m": 0.0495267657810623, "bench_c_p1m": 0.18938885756984947, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.707869469750678, "alpha_spy_stated": 0.6583427039696157, "alpha_c_stated": 0.5184806121808285, "price_path": [-0.1705, -0.1696, -0.2094, -0.1657, -0.2007, -0.277, -0.2704, -0.2479, -0.2692, -0.2888, -0.2181, -0.2112, -0.2156, -0.2156, -0.2382, -0.1979, -0.2047, -0.1841, -0.1978, -0.2035, -0.1825, -0.2081, -0.2142, -0.2136, -0.2765, -0.2363, -0.2434, -0.2944, -0.2581, -0.2319, -0.2022, -0.2276, -0.188, -0.1581, -0.1202, -0.1201, -0.1534, -0.1941, -0.2295, -0.2463, -0.2719, -0.3226, -0.3193, -0.3865, -0.356, -0.2987, -0.3018, -0.3018, -0.2799, -0.2802, -0.2246, -0.1965, -0.1982, -0.1868, -0.1123, -0.1303, -0.1284, -0.1325, -0.1452, -0.1433, -0.0707, -0.0817, -0.0531, 0.0, -0.0386, -0.0116, -0.0141, 0.0336, 0.0989, 0.2205, 0.2708, 0.2327, 0.4237, 0.5162, 0.4614, 0.532, 0.4794, 0.3815, 0.2993, 0.332, 0.3954, 0.4528, 0.4317, 0.4317, 0.7079, 0.7699, 0.7606, 0.8511, 0.974, 1.0286, 1.058, 0.8987, 0.6471, 0.8097, 0.7841, 0.7002, 0.8985, 0.8713, 1.0741, 0.9459, 0.9887, 1.1618, 1.1618, 1.3093, 1.0051, 1.0051, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2036684427561144721", "ticker_idx": 0, "ts": "2026-03-25T05:59:41+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "HBM is still the primary fuel for AI training. That does not change. The paper targets long-context inference which relies on a full memory stack: HBM for speed, server DRAM and NAND for capacity and storage.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Dismisses TurboQuant's claimed memory savings as controlled-benchmark hype; HBM demand unchanged via Jevons Paradox, bullish MU/SNDK/Korea memory plays.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU $SNDK $EWY\n\nEvery few months a paper drops claiming AI needs less memory. This is that paper. There is no such thing as a free lunch.\n\nCompressing KV cache in controlled benchmarks is not the same as scaling it universally to every user, task, and platform in the world. Accuracy collapse is real at scale. As expected from a research paper, the downsides never make the headlines.\n\nRemember Titans Architecture? Google said it would make memory usage more efficient. Didn't move the needle. If anything, it drove more HBM demand. Jevons Paradox. What did Deepseek do? What's memory demand today? You be the judge.\n\nHBM is still the primary fuel for AI training. That does not change. The paper targets long-context inference which relies on a full memory stack: HBM for speed, server DRAM and NAND for capacity and storage. When inference runs, memory spills from HBM into conventional DRAM and NAND. HBM stays fully utilized. At best, this research reduces the spill in a controlled workload, IMO.", "reply_text": null, "parent_text": null, "quoted_text": "Introducing TurboQuant: Our new compression algorithm that reduces LLM key-value cache memory by at least 6x and delivers up to 8x speedup, all with zero accuracy loss, redefining AI efficiency. Read the blog to learn how it achieves these results: https://t.co/CDSQ8HpZoc https://t.co/9SJeMqCMlN", "parent_author": null, "ret_m1d": 0.03517495869778742, "ret_signed_m1d": 0.03517495869778742, "alpha_spy_m1d": 0.04071676418753245, "alpha_c_m1d": 0.04627714103890679, "bench_spy_m1d": -0.005541805489745033, "bench_c_m1d": -0.011102182341119371, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.06969566605630906, "ret_signed_p1d": -0.06969566605630906, "alpha_spy_p1d": -0.05183693607296502, "alpha_c_p1d": -0.024134057173706647, "bench_spy_p1d": -0.017858729983344035, "bench_c_p1d": -0.04556160888260241, "ret_p1w": -0.03686428231952077, "ret_signed_p1w": -0.03686428231952077, "alpha_spy_p1w": -0.034458771295628354, "alpha_c_p1w": -0.01919602512169105, "bench_spy_p1w": -0.002405511023892415, "bench_c_p1w": -0.017668257197829718, "ret_p1m": 0.2612796830189017, "ret_signed_p1m": 0.2612796830189017, "alpha_spy_p1m": 0.1826736011938883, "alpha_c_p1m": 0.053696054703464835, "bench_spy_p1m": 0.07860608182501339, "bench_c_p1m": 0.20758362831543686, "ret_p3m": 2.17173666175845, "ret_signed_p3m": 2.17173666175845, "alpha_spy_p3m": 2.035492691141087, "alpha_c_p3m": 1.49535454667195, "bench_spy_p3m": 0.13624397061736304, "bench_c_p3m": 0.6763821150864999, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.2612796830189017, "alpha_spy_stated": 0.1826736011938883, "alpha_c_stated": 0.053696054703464835, "price_path": [-0.255, -0.2296, -0.2341, -0.253, -0.253, -0.1745, -0.183, -0.1012, -0.1113, -0.1441, -0.0968, -0.0948, -0.1151, -0.1276, -0.119, -0.0506, -0.0506, -0.0447, 0.0184, 0.0405, 0.046, 0.0183, 0.0737, 0.1392, 0.1405, 0.0858, 0.1458, 0.0978, -0.007, 0.0021, 0.033, 0.0037, -0.0231, 0.0739, 0.0834, 0.0774, 0.0774, 0.0463, 0.1017, 0.0923, 0.1206, 0.1018, 0.094, 0.1228, 0.0876, 0.0792, 0.08, -0.0063, 0.0489, 0.0392, -0.0309, 0.0189, 0.055, 0.0958, 0.0609, 0.1153, 0.1563, 0.2083, 0.2084, 0.1627, 0.1068, 0.0583, 0.0352, 0.0, -0.0697, -0.0651, -0.1574, -0.1154, -0.0369, -0.0411, -0.0411, -0.0109, -0.0114, 0.0649, 0.1036, 0.1012, 0.1169, 0.2192, 0.1945, 0.1972, 0.1915, 0.1741, 0.1766, 0.2764, 0.2613, 0.3006, 0.3734, 0.3204, 0.3575, 0.3541, 0.4197, 0.5093, 0.6762, 0.7453, 0.6931, 0.9554, 1.0824, 1.0071, 1.1041, 1.0318, 0.8974, 0.7845, 0.8295, 0.9166, 0.9954, 0.9663, 0.9663, 1.3457, 1.4308, 1.418, 1.5424, 1.7112, 1.7861, 1.8266, 1.6078, 1.2622, 1.4855, 1.4504, 1.3352, 1.6075, 1.5701, 1.8487, 1.6726, 1.7314, 1.9691, 1.9691, 2.1717, 1.7538, 1.7538, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2036684427561144721", "ticker_idx": 1, "ts": "2026-03-25T05:59:41+00:00", "symbol": "SNDK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU $SNDK $EWY", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Dismisses TurboQuant's claimed memory savings as controlled-benchmark hype; HBM demand unchanged via Jevons Paradox, bullish MU/SNDK/Korea memory plays.", "resolved_tickers": ["SNDK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU $SNDK $EWY\n\nEvery few months a paper drops claiming AI needs less memory. This is that paper. There is no such thing as a free lunch.\n\nCompressing KV cache in controlled benchmarks is not the same as scaling it universally to every user, task, and platform in the world. Accuracy collapse is real at scale. As expected from a research paper, the downsides never make the headlines.\n\nRemember Titans Architecture? Google said it would make memory usage more efficient. Didn't move the needle. If anything, it drove more HBM demand. Jevons Paradox. What did Deepseek do? What's memory demand today? You be the judge.\n\nHBM is still the primary fuel for AI training. That does not change. The paper targets long-context inference which relies on a full memory stack: HBM for speed, server DRAM and NAND for capacity and storage. When inference runs, memory spills from HBM into conventional DRAM and NAND. HBM stays fully utilized. At best, this research reduces the spill in a controlled workload, IMO.", "reply_text": null, "parent_text": null, "quoted_text": "Introducing TurboQuant: Our new compression algorithm that reduces LLM key-value cache memory by at least 6x and delivers up to 8x speedup, all with zero accuracy loss, redefining AI efficiency. Read the blog to learn how it achieves these results: https://t.co/CDSQ8HpZoc https://t.co/9SJeMqCMlN", "parent_author": null, "ret_m1d": 0.03632017769041007, "ret_signed_m1d": 0.03632017769041007, "alpha_spy_m1d": 0.041861983180155105, "alpha_c_m1d": 0.0407806190048875, "bench_spy_m1d": -0.005541805489745033, "bench_c_m1d": -0.004460441314477426, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.11018499993427011, "ret_signed_p1d": -0.11018499993427011, "alpha_spy_p1d": -0.09232626995092608, "alpha_c_p1d": -0.0790355253291275, "bench_spy_p1d": -0.017858729983344035, "bench_c_p1d": -0.031149474605142613, "ret_p1w": 0.021936676361675733, "ret_signed_p1w": 0.021936676361675733, "alpha_spy_p1w": 0.024342187385568148, "alpha_c_p1w": 0.0354640007257947, "bench_spy_p1w": -0.002405511023892415, "bench_c_p1w": -0.013527324364118964, "ret_p1m": 0.3755495424209021, "ret_signed_p1m": 0.3755495424209021, "alpha_spy_p1m": 0.2969434605958887, "alpha_c_p1m": 0.2360350256560435, "bench_spy_p1m": 0.07860608182501339, "bench_c_p1m": 0.1395145167648586, "ret_p3m": 2.3542767379748963, "ret_signed_p3m": 2.3542767379748963, "alpha_spy_p3m": 2.218032767357533, "alpha_c_p3m": 1.9475853610814569, "bench_spy_p3m": 0.13624397061736304, "bench_c_p3m": 0.4066913768934395, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.3755495424209021, "alpha_spy_stated": 0.2969434605958887, "alpha_c_stated": 0.2360350256560435, "price_path": [-0.6311, -0.6397, -0.6456, -0.6498, -0.6498, -0.594, -0.5957, -0.4842, -0.4784, -0.5065, -0.4432, -0.4257, -0.4249, -0.4279, -0.3963, -0.3898, -0.3898, -0.3315, -0.2605, -0.2573, -0.301, -0.3055, -0.2898, -0.2216, -0.2044, -0.1499, -0.0186, 0.026, -0.1377, -0.15, -0.1179, -0.1394, -0.201, -0.1158, -0.0702, -0.0757, -0.0757, -0.1287, -0.1143, -0.0837, -0.0411, -0.0168, -0.058, -0.0671, -0.0383, -0.0627, -0.0867, -0.1659, -0.1162, -0.1656, -0.2221, -0.1315, -0.087, -0.0331, -0.0871, -0.024, 0.038, 0.0624, 0.1119, 0.139, 0.047, 0.0363, 0.0363, 0.0, -0.1102, -0.0915, -0.1554, -0.0627, 0.0219, 0.035, 0.035, 0.069, 0.0486, 0.152, 0.2563, 0.2566, 0.4052, 0.3933, 0.3155, 0.3564, 0.3587, 0.3469, 0.3329, 0.4444, 0.3755, 0.4603, 0.5788, 0.4787, 0.57, 0.6176, 0.7511, 0.8527, 1.0746, 1.08, 0.9768, 1.3048, 1.283, 1.1421, 1.135, 1.0398, 1.0765, 0.9665, 1.0407, 1.0543, 1.2752, 1.1814, 1.1814, 1.345, 1.3455, 1.4218, 1.5005, 1.5985, 1.532, 1.7019, 1.5959, 1.3004, 1.4223, 1.429, 1.4241, 1.7757, 1.9211, 2.1096, 1.938, 1.8897, 2.223, 2.223, 2.3543, 1.8968, 1.8968, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2036684427561144721", "ticker_idx": 2, "ts": "2026-03-25T05:59:41+00:00", "symbol": "EWY", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU $SNDK $EWY", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Dismisses TurboQuant's claimed memory savings as controlled-benchmark hype; HBM demand unchanged via Jevons Paradox, bullish MU/SNDK/Korea memory plays.", "resolved_tickers": ["EWY"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "quote", "lang": "en", "tweet_text": "$MU $SNDK $EWY\n\nEvery few months a paper drops claiming AI needs less memory. This is that paper. There is no such thing as a free lunch.\n\nCompressing KV cache in controlled benchmarks is not the same as scaling it universally to every user, task, and platform in the world. Accuracy collapse is real at scale. As expected from a research paper, the downsides never make the headlines.\n\nRemember Titans Architecture? Google said it would make memory usage more efficient. Didn't move the needle. If anything, it drove more HBM demand. Jevons Paradox. What did Deepseek do? What's memory demand today? You be the judge.\n\nHBM is still the primary fuel for AI training. That does not change. The paper targets long-context inference which relies on a full memory stack: HBM for speed, server DRAM and NAND for capacity and storage. When inference runs, memory spills from HBM into conventional DRAM and NAND. HBM stays fully utilized. At best, this research reduces the spill in a controlled workload, IMO.", "reply_text": null, "parent_text": null, "quoted_text": "Introducing TurboQuant: Our new compression algorithm that reduces LLM key-value cache memory by at least 6x and delivers up to 8x speedup, all with zero accuracy loss, redefining AI efficiency. Read the blog to learn how it achieves these results: https://t.co/CDSQ8HpZoc https://t.co/9SJeMqCMlN", "parent_author": null, "ret_m1d": 0.007906702310325642, "ret_signed_m1d": 0.007906702310325642, "alpha_spy_m1d": 0.013448507800070675, "alpha_c_m1d": 0.013448507800070675, "bench_spy_m1d": -0.005541805489745033, "bench_c_m1d": -0.005541805489745033, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.06067011217790308, "ret_signed_p1d": -0.06067011217790308, "alpha_spy_p1d": -0.042811382194559044, "alpha_c_p1d": -0.042811382194559044, "bench_spy_p1d": -0.017858729983344035, "bench_c_p1d": -0.017858729983344035, "ret_p1w": -0.011899144109016158, "ret_signed_p1w": -0.011899144109016158, "alpha_spy_p1w": -0.009493633085123743, "alpha_c_p1w": -0.009493633085123743, "bench_spy_p1w": -0.002405511023892415, "bench_c_p1w": -0.002405511023892415, "ret_p1m": 0.1788789639599795, "ret_signed_p1m": 0.1788789639599795, "alpha_spy_p1m": 0.1002728821349661, "alpha_c_p1m": 0.1002728821349661, "bench_spy_p1m": 0.07860608182501339, "bench_c_p1m": 0.07860608182501339, "ret_p3m": 0.7145765456019382, "ret_signed_p3m": 0.7145765456019382, "alpha_spy_p3m": 0.5783325749845751, "alpha_c_p3m": 0.5783325749845751, "bench_spy_p3m": 0.13624397061736304, "bench_c_p3m": 0.13624397061736304, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.1788789639599795, "alpha_spy_stated": 0.1002728821349661, "alpha_c_stated": 0.1002728821349661, "price_path": [-0.2497, -0.2272, -0.228, -0.2389, -0.2389, -0.1998, -0.1793, -0.1576, -0.1621, -0.1656, -0.1476, -0.1473, -0.1581, -0.1417, -0.1307, -0.1215, -0.1215, -0.1313, -0.0946, -0.092, -0.0765, -0.0816, -0.0395, -0.0171, -0.0254, -0.0417, -0.0533, -0.0268, -0.0586, -0.0589, -0.0237, -0.0132, -0.0258, 0.0224, 0.024, 0.0488, 0.0488, 0.023, 0.0406, 0.0585, 0.1107, 0.0905, 0.1316, 0.1656, 0.1775, 0.185, 0.155, 0.036, 0.0519, -0.0157, -0.0079, 0.0481, 0.02, 0.04, -0.0332, -0.0281, 0.042, 0.0524, 0.0324, 0.0554, -0.0153, 0.0475, 0.0079, 0.0, -0.0607, -0.0529, -0.0885, -0.037, -0.0119, -0.0381, -0.0381, -0.0141, -0.0043, 0.0965, 0.0904, 0.086, 0.1056, 0.1483, 0.1345, 0.1545, 0.1925, 0.175, 0.1491, 0.2197, 0.1789, 0.21, 0.2269, 0.2085, 0.2053, 0.2585, 0.2682, 0.2806, 0.358, 0.4246, 0.3837, 0.489, 0.5097, 0.3974, 0.4767, 0.4915, 0.4002, 0.3786, 0.3623, 0.41, 0.4594, 0.425, 0.425, 0.5708, 0.5523, 0.6159, 0.6113, 0.6964, 0.6794, 0.6671, 0.5968, 0.3715, 0.4533, 0.4408, 0.397, 0.5574, 0.5457, 0.6553, 0.6119, 0.6054, 0.716, 0.716, 0.7146, 0.5046, 0.5046, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2047197539779440693", "ticker_idx": 0, "ts": "2026-04-23T06:15:03+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "What if $MU re-rates to just half their average, 21x. That puts $MU at $1,325.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish MU: argues re-rating to just half ASML/AMD's average multiple (21x) implies $1,325 price target.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$ASML trades at 40x. $AMD trades at 42x.\n\nWhat if $MU re-rates to just half their average, 21x.\nThat puts $MU at $1,325.\n\nNot asking for moonshot Just half of what they get. https://t.co/T2HqdcJyin", "reply_text": null, "parent_text": null, "quoted_text": "Some names are getting too cheap to ignore.\n\n$MU Forward PE 4–6\n$SNDK Forward PE 7–8\n\nStarting to add on the way up. What else is getting cheap out there?", "parent_author": null, "ret_m1d": 0.011957173775281937, "ret_signed_m1d": 0.011957173775281937, "alpha_spy_m1d": 0.00806131408496591, "alpha_c_m1d": 0.022375394108709812, "bench_spy_m1d": 0.003895859690316028, "bench_c_m1d": -0.010418220333427874, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03113842058039773, "ret_signed_p1d": 0.03113842058039773, "alpha_spy_p1d": 0.023389111343166125, "alpha_c_p1d": -0.019894050160316423, "bench_spy_p1d": 0.007749309237231605, "bench_c_p1d": 0.05103247074071415, "ret_p1w": 0.07356965007477667, "ret_signed_p1w": 0.07356965007477667, "alpha_spy_p1w": 0.05915797507191112, "alpha_c_p1w": 0.021956088173431088, "bench_spy_p1w": 0.014411675002865554, "bench_c_p1w": 0.051613561901345584, "ret_p1m": 0.5589969237252503, "ret_signed_p1m": 0.5589969237252503, "alpha_spy_p1m": 0.5065020628240426, "alpha_c_p1m": 0.362940059505956, "bench_spy_p1m": 0.052494860901207696, "bench_c_p1m": 0.19605686421929436, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.5589969237252503, "alpha_spy_stated": 0.5065020628240426, "alpha_c_stated": 0.362940059505956, "price_path": [-0.1926, -0.1487, -0.0968, -0.0957, -0.1391, -0.0916, -0.1297, -0.2127, -0.2055, -0.181, -0.2042, -0.2255, -0.1485, -0.141, -0.1458, -0.1458, -0.1704, -0.1265, -0.134, -0.1115, -0.1265, -0.1326, -0.1098, -0.1377, -0.1443, -0.1437, -0.2122, -0.1684, -0.1761, -0.2316, -0.1922, -0.1635, -0.1312, -0.1589, -0.1158, -0.0833, -0.042, -0.0419, -0.0781, -0.1225, -0.161, -0.1793, -0.2072, -0.2624, -0.2588, -0.332, -0.2987, -0.2364, -0.2397, -0.2397, -0.2158, -0.2162, -0.1557, -0.125, -0.1269, -0.1145, -0.0333, -0.0529, -0.0508, -0.0553, -0.0691, -0.0671, 0.012, 0.0, 0.0311, 0.0889, 0.0469, 0.0763, 0.0736, 0.1256, 0.1966, 0.329, 0.3838, 0.3423, 0.5503, 0.651, 0.5913, 0.6683, 0.6109, 0.5043, 0.4148, 0.4505, 0.5195, 0.582, 0.559, 0.559, 0.8598, 0.9273, 0.9171, 1.0157, 1.1496, 1.209, 1.2411, 1.0676, 0.7936, 0.9706, 0.9428, 0.8514, 1.0673, 1.0377, 1.2586, 1.119, 1.1656, 1.354, 1.354, 1.5147, 1.1834, 1.1834, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2041357063637623273", "ticker_idx": 0, "ts": "2026-04-07T03:27:05+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Ignoring me or the @MicronCEO is a choice.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish MU: analysts undermodeling DRAM scarcity as CEO flags HBM cannibalizing wafers and demand exceeding supply by 2–3x.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU \n\nSanjay 2024: \"HBM is feasting DRAM wafers\"\n\nAnalysts: let's just model it like nothing changed\n\nSanjay 2025: \"DRAM is a strategic asset. We can only meet 1/3 to 1/2 of demand\"\n\nAnalysts: let's just model it like nothing changed\n\nIgnoring me or the @MicronCEO is a choice.", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": 0.0004767816085635701, "ret_signed_m1d": 0.0004767816085635701, "alpha_spy_m1d": 0.0009165886578407223, "alpha_c_m1d": 0.010279189635533759, "bench_spy_m1d": -0.0004398070492771522, "bench_c_m1d": -0.009802408026970189, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.07720224972380363, "ret_signed_p1d": 0.07720224972380363, "alpha_spy_p1d": 0.05173261321161271, "alpha_c_p1d": 0.019637808907110754, "bench_spy_p1d": 0.02546963651219092, "bench_c_p1d": 0.057564440816692874, "ret_p1w": 0.23327512109274884, "ret_signed_p1w": 0.23327512109274884, "alpha_spy_p1w": 0.1798178645270645, "alpha_c_p1w": 0.10299253319903179, "bench_spy_p1w": 0.05345725656568434, "bench_c_p1w": 0.13028258789371705, "ret_p1m": 0.7654273281454473, "ret_signed_p1m": 0.7654273281454473, "alpha_spy_p1m": 0.6522480244366802, "alpha_c_p1m": 0.39068359682162934, "bench_spy_p1m": 0.11317930370876716, "bench_c_p1m": 0.374743731323818, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.7654273281454473, "alpha_spy_stated": 0.6522480244366802, "alpha_c_stated": 0.39068359682162934, "price_path": [-0.1343, -0.0864, -0.0844, -0.1049, -0.1175, -0.1088, -0.0397, -0.0397, -0.0337, 0.0301, 0.0525, 0.058, 0.0301, 0.086, 0.1523, 0.1537, 0.0983, 0.159, 0.1104, 0.0044, 0.0136, 0.0449, 0.0153, -0.0119, 0.0863, 0.0959, 0.0898, 0.0898, 0.0584, 0.1144, 0.1049, 0.1335, 0.1144, 0.1066, 0.1357, 0.1001, 0.0917, 0.0925, 0.0051, 0.061, 0.0511, -0.0197, 0.0307, 0.0672, 0.1084, 0.0731, 0.1281, 0.1696, 0.2222, 0.2224, 0.1761, 0.1196, 0.0704, 0.0471, 0.0115, -0.059, -0.0543, -0.1477, -0.1052, -0.0258, -0.03, -0.03, 0.0005, 0.0, 0.0772, 0.1163, 0.1139, 0.1297, 0.2333, 0.2083, 0.2109, 0.2052, 0.1876, 0.1902, 0.2911, 0.2758, 0.3155, 0.3893, 0.3356, 0.3731, 0.3697, 0.436, 0.5267, 0.6955, 0.7654, 0.7126, 0.9779, 1.1064, 1.0302, 1.1284, 1.0552, 0.9192, 0.805, 0.8506, 0.9386, 1.0184, 0.989, 0.989, 1.3727, 1.4588, 1.4459, 1.5716, 1.7425, 1.8182, 1.8592, 1.6379, 1.2883, 1.5141, 1.4787, 1.3621, 1.6375, 1.5997, 1.8815, 1.7034, 1.7628, 2.0033, 2.0033, 2.2083, 1.7856, 1.7856, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2039894502324969922", "ticker_idx": 0, "ts": "2026-04-03T02:35:23+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Memory are poised to capture a significantly larger share of hyperscalers' capital expenditure.", "tweet_type": "analysis", "timeline": "quarters", "summary": "Memory stocks bullish as sector set to grow from ~8% to 30%+ of hyperscaler CapEx by CY26-27.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU $SNDK $DRAM $EWY\n\nMemory are poised to capture a significantly larger share of hyperscalers' capital expenditure.", "reply_text": null, "parent_text": null, "quoted_text": "Memory is taking over Hyperscaler CapEx.\n\nIn CY23 and CY24, memory was ~8% of total Hyperscaler spend. We estimate it hits 30% in CY26 and moves higher in CY27. That's a near-4x shift in just four years. (1/4) 🧵 https://t.co/fUxpwUYfcO", "parent_author": null, "ret_m1d": -0.030495603646339964, "ret_signed_m1d": -0.030495603646339964, "alpha_spy_m1d": -0.025790996511681596, "alpha_c_m1d": -0.02125270359945919, "bench_spy_m1d": -0.004704607134658367, "bench_c_m1d": -0.009242900046880775, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.00047655439619209705, "ret_signed_p1d": -0.00047655439619209705, "alpha_spy_p1d": -0.0009165549608193269, "alpha_c_p1d": -0.010376000836410548, "bench_spy_p1d": 0.0004400005646272298, "bench_c_p1d": 0.009899446440218451, "ret_p1w": 0.12918251411324855, "ret_signed_p1w": 0.12918251411324855, "alpha_spy_p1w": 0.08794903781533048, "alpha_c_p1w": 0.00958055432342042, "bench_spy_p1w": 0.04123347629791807, "bench_c_p1w": 0.11960195978982813, "ret_p1m": 0.6947267991766328, "ret_signed_p1m": 0.6947267991766328, "alpha_spy_p1m": 0.5963248240217132, "alpha_c_p1m": 0.3747359210020953, "bench_spy_p1m": 0.09840197515491966, "bench_c_p1m": 0.31999087817453753, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.1015, -0.1347, -0.0869, -0.0848, -0.1053, -0.1179, -0.1093, -0.0401, -0.0401, -0.0342, 0.0296, 0.052, 0.0575, 0.0296, 0.0855, 0.1518, 0.1531, 0.0978, 0.1585, 0.1099, 0.0039, 0.0132, 0.0444, 0.0148, -0.0124, 0.0858, 0.0954, 0.0893, 0.0893, 0.0578, 0.1139, 0.1043, 0.133, 0.1139, 0.1061, 0.1352, 0.0996, 0.0912, 0.092, 0.0047, 0.0605, 0.0506, -0.0202, 0.0302, 0.0667, 0.1079, 0.0726, 0.1276, 0.169, 0.2217, 0.2218, 0.1756, 0.119, 0.0699, 0.0466, 0.011, -0.0594, -0.0548, -0.1481, -0.1057, -0.0262, -0.0305, -0.0305, 0.0, -0.0005, 0.0767, 0.1158, 0.1134, 0.1292, 0.2327, 0.2077, 0.2104, 0.2047, 0.187, 0.1896, 0.2904, 0.2752, 0.3149, 0.3886, 0.3349, 0.3725, 0.369, 0.4353, 0.526, 0.6947, 0.7646, 0.7117, 0.9769, 1.1054, 1.0293, 1.1274, 1.0542, 0.9183, 0.8042, 0.8497, 0.9377, 1.0174, 0.988, 0.988, 1.3716, 1.4577, 1.4447, 1.5704, 1.7412, 1.8169, 1.8578, 1.6366, 1.2872, 1.5129, 1.4775, 1.361, 1.6363, 1.5985, 1.8801, 1.7021, 1.7615, 2.0019, 2.0019, 2.2067, 1.7842, 1.7842, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2039894502324969922", "ticker_idx": 1, "ts": "2026-04-03T02:35:23+00:00", "symbol": "SNDK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Memory are poised to capture a significantly larger share of hyperscalers' capital expenditure.", "tweet_type": "analysis", "timeline": "quarters", "summary": "Memory stocks bullish as sector set to grow from ~8% to 30%+ of hyperscaler CapEx by CY26-27.", "resolved_tickers": ["SNDK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU $SNDK $DRAM $EWY\n\nMemory are poised to capture a significantly larger share of hyperscalers' capital expenditure.", "reply_text": null, "parent_text": null, "quoted_text": "Memory is taking over Hyperscaler CapEx.\n\nIn CY23 and CY24, memory was ~8% of total Hyperscaler spend. We estimate it hits 30% in CY26 and moves higher in CY27. That's a near-4x shift in just four years. (1/4) 🧵 https://t.co/fUxpwUYfcO", "parent_author": null, "ret_m1d": -0.03179550649585616, "ret_signed_m1d": -0.03179550649585616, "alpha_spy_m1d": -0.027090899361197796, "alpha_c_m1d": -0.026019895209875465, "bench_spy_m1d": -0.004704607134658367, "bench_c_m1d": -0.005775611285980697, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.019085625763013203, "ret_signed_p1d": -0.019085625763013203, "alpha_spy_p1d": -0.019525626327640433, "alpha_c_p1d": -0.023837708170714178, "bench_spy_p1d": 0.0004400005646272298, "bench_c_p1d": 0.004752082407700975, "ret_p1w": 0.31446392446037175, "ret_signed_p1w": 0.31446392446037175, "alpha_spy_p1w": 0.2732304481624537, "alpha_c_p1w": 0.24990766622461646, "bench_spy_p1w": 0.04123347629791807, "bench_c_p1w": 0.06455625823575528, "ret_p1m": 0.9407420846677377, "ret_signed_p1m": 0.9407420846677377, "alpha_spy_p1m": 0.842340109512818, "alpha_c_p1m": 0.7298194097949695, "bench_spy_p1m": 0.09840197515491966, "bench_c_p1m": 0.21092267487276817, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.5121, -0.5383, -0.4792, -0.4628, -0.4621, -0.4648, -0.4352, -0.4292, -0.4292, -0.3747, -0.3082, -0.3052, -0.3461, -0.3503, -0.3356, -0.2719, -0.2558, -0.2048, -0.082, -0.0402, -0.1933, -0.2048, -0.1748, -0.1949, -0.2525, -0.1729, -0.1302, -0.1353, -0.1353, -0.185, -0.1714, -0.1429, -0.103, -0.0802, -0.1188, -0.1273, -0.1004, -0.1232, -0.1457, -0.2197, -0.1733, -0.2195, -0.2723, -0.1875, -0.1459, -0.0955, -0.146, -0.087, -0.029, -0.0062, 0.0401, 0.0655, -0.0206, -0.0306, -0.0306, -0.0645, -0.1676, -0.1501, -0.2099, -0.1232, -0.044, -0.0318, -0.0318, 0.0, -0.0191, 0.0777, 0.1752, 0.1755, 0.3145, 0.3034, 0.2306, 0.2689, 0.271, 0.26, 0.2468, 0.3511, 0.2868, 0.3661, 0.4769, 0.3833, 0.4686, 0.5132, 0.6381, 0.7331, 0.9407, 0.9458, 0.8492, 1.1561, 1.1357, 1.0038, 0.9972, 0.9082, 0.9425, 0.8396, 0.909, 0.9218, 1.1283, 1.0406, 1.0406, 1.1936, 1.1941, 1.2655, 1.3391, 1.4308, 1.3686, 1.5275, 1.4284, 1.1519, 1.266, 1.2722, 1.2677, 1.5965, 1.7326, 1.9089, 1.7484, 1.7032, 2.015, 2.015, 2.1378, 1.7098, 1.7098, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2039894502324969922", "ticker_idx": 2, "ts": "2026-04-03T02:35:23+00:00", "symbol": "EWY", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Memory are poised to capture a significantly larger share of hyperscalers' capital expenditure.", "tweet_type": "analysis", "timeline": "quarters", "summary": "Memory stocks bullish as sector set to grow from ~8% to 30%+ of hyperscaler CapEx by CY26-27.", "resolved_tickers": ["EWY"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "quote", "lang": "en", "tweet_text": "$MU $SNDK $DRAM $EWY\n\nMemory are poised to capture a significantly larger share of hyperscalers' capital expenditure.", "reply_text": null, "parent_text": null, "quoted_text": "Memory is taking over Hyperscaler CapEx.\n\nIn CY23 and CY24, memory was ~8% of total Hyperscaler spend. We estimate it hits 30% in CY26 and moves higher in CY27. That's a near-4x shift in just four years. (1/4) 🧵 https://t.co/fUxpwUYfcO", "parent_author": null, "ret_m1d": -0.02437668441568075, "ret_signed_m1d": -0.02437668441568075, "alpha_spy_m1d": -0.019672077281022382, "alpha_c_m1d": -0.019672077281022382, "bench_spy_m1d": -0.004704607134658367, "bench_c_m1d": -0.004704607134658367, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.009925361090742824, "ret_signed_p1d": 0.009925361090742824, "alpha_spy_p1d": 0.009485360526115594, "alpha_c_p1d": 0.009485360526115594, "bench_spy_p1d": 0.0004400005646272298, "bench_c_p1d": 0.0004400005646272298, "ret_p1w": 0.12140696355192238, "ret_signed_p1w": 0.12140696355192238, "alpha_spy_p1w": 0.0801734872540043, "alpha_c_p1w": 0.0801734872540043, "bench_spy_p1w": 0.04123347629791807, "bench_c_p1w": 0.04123347629791807, "ret_p1m": 0.37740192042167275, "ret_signed_p1m": 0.37740192042167275, "alpha_spy_p1m": 0.2789999452667531, "alpha_c_p1m": 0.2789999452667531, "bench_spy_p1m": 0.09840197515491966, "bench_c_p1m": 0.09840197515491966, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.1502, -0.1536, -0.1354, -0.1351, -0.1461, -0.1294, -0.1182, -0.1089, -0.1089, -0.1189, -0.0816, -0.079, -0.0633, -0.0684, -0.0257, -0.003, -0.0114, -0.028, -0.0398, -0.0129, -0.0451, -0.0455, -0.0098, 0.0009, -0.0118, 0.037, 0.0386, 0.0638, 0.0638, 0.0376, 0.0555, 0.0736, 0.1266, 0.1061, 0.1478, 0.1822, 0.1943, 0.2019, 0.1715, 0.0508, 0.0669, -0.0016, 0.0063, 0.0631, 0.0346, 0.0549, -0.0194, -0.0142, 0.0569, 0.0674, 0.0472, 0.0705, -0.0013, 0.0625, 0.0223, 0.0143, -0.0472, -0.0394, -0.0755, -0.0233, 0.0022, -0.0244, -0.0244, 0.0, 0.0099, 0.1122, 0.106, 0.1016, 0.1214, 0.1647, 0.1507, 0.171, 0.2095, 0.1918, 0.1656, 0.2371, 0.1957, 0.2273, 0.2445, 0.2257, 0.2225, 0.2765, 0.2863, 0.299, 0.3774, 0.445, 0.4034, 0.5102, 0.5313, 0.4173, 0.4978, 0.5128, 0.4202, 0.3983, 0.3818, 0.4301, 0.4802, 0.4454, 0.4454, 0.5932, 0.5745, 0.639, 0.6343, 0.7207, 0.7034, 0.691, 0.6196, 0.3911, 0.474, 0.4614, 0.4169, 0.5796, 0.5678, 0.679, 0.635, 0.6284, 0.7405, 0.7405, 0.7391, 0.5261, 0.5261, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2042319728602202383", "ticker_idx": 0, "ts": "2026-04-09T19:12:22+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU $SNDK NAND Boom Continues.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish MU and SNDK on continuing NAND boom as DDR4 tightness and NAND flash shortages worsen.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU $SNDK NAND Boom Continues.\n\n\"DDR4 supply tightness is intensifying, while NAND Flash shortages are expected to worsen further.\"\n\n- Chairman Peter Shu, Transcend", "reply_text": null, "parent_text": null, "quoted_text": "$MU HBM? Not margin king anymore.\n\nDDR5, DDR6 & NAND have taken the crown and the full portfolio is now running the show.\n\nBullish Margin Inversion 👇", "parent_author": null, "ret_m1d": -0.03506440757484053, "ret_signed_m1d": -0.03506440757484053, "alpha_spy_m1d": -0.029328480540238844, "alpha_c_m1d": -0.017890778858828393, "bench_spy_m1d": -0.005735927034601684, "bench_c_m1d": -0.017173628716012135, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0021826609248163376, "ret_signed_p1d": -0.0021826609248163376, "alpha_spy_p1d": -0.0015208854982577957, "alpha_c_p1d": -0.017450740591787417, "bench_spy_p1d": -0.0006617754265585418, "bench_c_p1d": 0.01526807966697108, "ret_p1w": 0.08474294890544765, "ret_signed_p1w": 0.08474294890544765, "alpha_spy_p1w": 0.05275335659079072, "alpha_c_p1w": 0.027830512816764186, "bench_spy_p1w": 0.03198959231465692, "bench_c_p1w": 0.05691243608868346, "ret_p1m": 0.7717491406048635, "ret_signed_p1m": 0.7717491406048635, "alpha_spy_p1m": 0.6868701645972604, "alpha_c_p1m": 0.45516346692387954, "bench_spy_p1m": 0.08487897600760319, "bench_c_p1m": 0.316585673680984, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.7717491406048635, "alpha_spy_stated": 0.6868701645972604, "alpha_c_stated": 0.45516346692387954, "price_path": [-0.1798, -0.1981, -0.2095, -0.2017, -0.1398, -0.1398, -0.1344, -0.0773, -0.0572, -0.0523, -0.0773, -0.0271, 0.0322, 0.0334, -0.0161, 0.0382, -0.0053, -0.1003, -0.092, -0.064, -0.0906, -0.1149, -0.0269, -0.0183, -0.0238, -0.0238, -0.052, -0.0017, -0.0103, 0.0154, -0.0017, -0.0087, 0.0173, -0.0145, -0.0221, -0.0214, -0.0996, -0.0496, -0.0584, -0.1219, -0.0768, -0.0441, -0.0071, -0.0387, 0.0105, 0.0477, 0.0949, 0.095, 0.0536, 0.0029, -0.0411, -0.062, -0.0939, -0.1571, -0.1529, -0.2366, -0.1985, -0.1273, -0.1311, -0.1311, -0.1038, -0.1042, -0.0351, 0.0, -0.0022, 0.012, 0.1047, 0.0824, 0.0847, 0.0796, 0.0638, 0.0661, 0.1565, 0.1428, 0.1784, 0.2445, 0.1964, 0.23, 0.2269, 0.2864, 0.3676, 0.5188, 0.5814, 0.5341, 0.7717, 0.8869, 0.8187, 0.9066, 0.841, 0.7192, 0.6169, 0.6577, 0.7366, 0.808, 0.7817, 0.7817, 1.1254, 1.2026, 1.191, 1.3036, 1.4566, 1.5245, 1.5612, 1.3629, 1.0498, 1.2521, 1.2203, 1.1159, 1.3626, 1.3288, 1.5812, 1.4217, 1.4749, 1.6903, 1.6903, 1.8739, 1.4952, 1.4952, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2042319728602202383", "ticker_idx": 1, "ts": "2026-04-09T19:12:22+00:00", "symbol": "SNDK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU $SNDK NAND Boom Continues.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish MU and SNDK on continuing NAND boom as DDR4 tightness and NAND flash shortages worsen.", "resolved_tickers": ["SNDK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU $SNDK NAND Boom Continues.\n\n\"DDR4 supply tightness is intensifying, while NAND Flash shortages are expected to worsen further.\"\n\n- Chairman Peter Shu, Transcend", "reply_text": null, "parent_text": null, "quoted_text": "$MU HBM? Not margin king anymore.\n\nDDR5, DDR6 & NAND have taken the crown and the full portfolio is now running the show.\n\nBullish Margin Inversion 👇", "parent_author": null, "ret_m1d": -0.08298787216827141, "ret_signed_m1d": -0.08298787216827141, "alpha_spy_m1d": -0.07725194513366973, "alpha_c_m1d": -0.08031313663363449, "bench_spy_m1d": -0.005735927034601684, "bench_c_m1d": -0.0026747355346369295, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.00023487464954263793, "ret_signed_p1d": 0.00023487464954263793, "alpha_spy_p1d": 0.0008966500761011797, "alpha_c_p1d": -0.0036363625452173753, "bench_spy_p1d": -0.0006617754265585418, "bench_c_p1d": 0.0038712371947600133, "ret_p1w": 0.07973503387262282, "ret_signed_p1w": 0.07973503387262282, "alpha_spy_p1w": 0.047745441557965895, "alpha_c_p1w": 0.009699093659639724, "bench_spy_p1w": 0.03198959231465692, "bench_c_p1w": 0.0700359402129831, "ret_p1m": 0.83465828103723, "ret_signed_p1m": 0.83465828103723, "alpha_spy_p1m": 0.7497793050296269, "alpha_c_p1m": 0.5992109058728281, "bench_spy_p1m": 0.08487897600760319, "bench_c_p1m": 0.23544737516440195, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.83465828103723, "alpha_spy_stated": 0.7497793050296269, "alpha_c_stated": 0.5992109058728281, "price_path": [-0.5429, -0.5422, -0.5446, -0.5194, -0.5143, -0.5143, -0.4679, -0.4113, -0.4088, -0.4436, -0.4471, -0.4347, -0.3804, -0.3667, -0.3233, -0.2188, -0.1833, -0.3136, -0.3234, -0.2978, -0.3149, -0.364, -0.2962, -0.2598, -0.2642, -0.2642, -0.3065, -0.2949, -0.2707, -0.2367, -0.2173, -0.2502, -0.2574, -0.2345, -0.2539, -0.273, -0.336, -0.2965, -0.3358, -0.3808, -0.3087, -0.2732, -0.2303, -0.2733, -0.2231, -0.1737, -0.1543, -0.1149, -0.0933, -0.1666, -0.1751, -0.1751, -0.204, -0.2917, -0.2768, -0.3277, -0.2539, -0.1865, -0.1761, -0.1761, -0.1491, -0.1653, -0.083, 0.0, 0.0002, 0.1185, 0.1091, 0.0471, 0.0797, 0.0815, 0.0722, 0.061, 0.1497, 0.095, 0.1624, 0.2567, 0.1771, 0.2497, 0.2876, 0.3939, 0.4748, 0.6514, 0.6557, 0.5735, 0.8347, 0.8173, 0.7051, 0.6995, 0.6237, 0.653, 0.5654, 0.6244, 0.6353, 0.8111, 0.7364, 0.7364, 0.8666, 0.8671, 0.9278, 0.9904, 1.0685, 1.0155, 1.1507, 1.0664, 0.8311, 0.9282, 0.9335, 0.9296, 1.2095, 1.3252, 1.4753, 1.3387, 1.3002, 1.5656, 1.5656, 1.67, 1.3059, 1.3059, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2045599804080968003", "ticker_idx": 0, "ts": "2026-04-18T20:26:13+00:00", "symbol": "MRVL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I like $MRVL Celestial. When combined with CXL, I think their benefits will stack. Unified GPU/Memory has a real purpose.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish MRVL on Celestial + CXL stack synergies enabling unified GPU/Memory.", "resolved_tickers": ["MRVL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@summersunair I like $MRVL Celestial. When combined with CXL, I think their benefits will stack. Unified GPU/Memory has a real purpose.", "reply_text": null, "parent_text": "@TradexWhisperer What do you think is NOK and mrvl?", "quoted_text": null, "parent_author": "summersunair", "ret_m1d": -0.05512712458310287, "ret_signed_m1d": -0.05512712458310287, "alpha_spy_m1d": -0.057130866651498025, "alpha_c_m1d": -0.055558222545674996, "bench_spy_m1d": 0.0020037420683951535, "bench_c_m1d": 0.0004310979625721245, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.023471329184643563, "ret_signed_p1d": 0.023471329184643563, "alpha_spy_p1d": 0.03001822203318305, "alpha_c_p1d": 0.0219625520919553, "bench_spy_p1d": -0.006546892848539487, "bench_c_p1d": 0.0015087770926882627, "ret_p1w": 0.07014347018972966, "ret_signed_p1w": 0.07014347018972966, "alpha_spy_p1w": 0.061042490465454735, "alpha_c_p1w": -0.02102822368388413, "bench_spy_p1w": 0.009100979724274927, "bench_c_p1w": 0.09117169387361379, "ret_p1m": 0.19230254761095278, "ret_signed_p1m": 0.19230254761095278, "alpha_spy_p1m": 0.15701347843967328, "alpha_c_p1m": 0.019873821016056503, "bench_spy_p1m": 0.0352890691712795, "bench_c_p1m": 0.17242872659489628, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.19230254761095278, "alpha_spy_stated": 0.15701347843967328, "alpha_c_stated": 0.019873821016056503, "price_path": [-0.4419, -0.4382, -0.4576, -0.4472, -0.4393, -0.4347, -0.4501, -0.4664, -0.4682, -0.4893, -0.5015, -0.4983, -0.4573, -0.4433, -0.4456, -0.4501, -0.4711, -0.4685, -0.4685, -0.4658, -0.4653, -0.4618, -0.4627, -0.4741, -0.47, -0.4529, -0.4639, -0.4477, -0.4533, -0.476, -0.4721, -0.4884, -0.3944, -0.3736, -0.3692, -0.3886, -0.4073, -0.406, -0.3809, -0.3862, -0.4076, -0.3947, -0.4057, -0.3905, -0.3756, -0.3344, -0.3396, -0.3585, -0.4063, -0.3304, -0.2786, -0.2759, -0.2759, -0.2596, -0.2605, -0.2262, -0.1892, -0.1309, -0.1119, -0.0948, -0.0896, -0.0979, -0.0551, 0.0, 0.0235, 0.0641, 0.1199, 0.1114, 0.0701, 0.0365, 0.0591, 0.1171, 0.1157, 0.107, 0.1414, 0.1644, 0.0823, 0.1508, 0.1556, 0.1127, 0.2037, 0.235, 0.1965, 0.1427, 0.1923, 0.2635, 0.2898, 0.328, 0.328, 0.4087, 0.344, 0.3855, 0.3866, 0.4842, 0.9669, 1.0404, 1.1404, 0.7821, 0.9538, 0.8052, 0.7085, 0.8987, 0.8919, 1.0893, 0.8849, 0.9585, 1.1008, 1.1008, 1.0824, 0.8874, 0.8874, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2044485324999704624", "ticker_idx": 0, "ts": "2026-04-15T18:37:40+00:00", "symbol": "TSM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$3 Trillion MC is not a prediction. It's a destination.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long TSMC: every AI winner routes through it, $3T market cap is inevitable destination.", "resolved_tickers": ["TSM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$TSM Earnings Tomorrow. 4/16. 2AM EST. \n\nThe mother of all semiconductor reports.\n\nOne company. Every AI winner routes through it. $NVDA, $AVGO, $AMD, $MU, SK, $ARM. TSMC doesn't pick sides. It collects from all of them.\n\n$3 Trillion MC is not a prediction. It's a destination.", "reply_text": null, "parent_text": null, "quoted_text": "If $NVDA wins, $TSM wins\nIf $AVGO wins, $TSM wins\nIf $MU HBM wins, $TSM wins\nIf $SNDK HBF wins, $TSM wins\nIf $AMD AI chips win, $TSM wins\nIf $QCOM silicon win, $TSM wins\nIf $AAPL silicon win, $TSM wins\nIf hyperscalers ASIC wins, $TSM wins\n\nIs that clear enough? TSMC All In", "parent_author": null, "ret_m1d": 0.012769927323495356, "ret_signed_m1d": 0.012769927323495356, "alpha_spy_m1d": 0.020599116658424732, "alpha_c_m1d": 0.014977432842259164, "bench_spy_m1d": -0.007829189334929376, "bench_c_m1d": -0.002207505518763808, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.031325025117104444, "ret_signed_p1d": -0.031325025117104444, "alpha_spy_p1d": -0.03378237276404206, "alpha_c_p1d": -0.03529850810379043, "bench_spy_p1d": 0.002457347646937613, "bench_c_p1d": 0.003973482986685983, "ret_p1w": 0.03289786145796647, "ret_signed_p1w": 0.03289786145796647, "alpha_spy_p1w": 0.016796411851908832, "alpha_c_p1w": -0.019706965412377153, "bench_spy_p1w": 0.01610144960605764, "bench_c_p1w": 0.052604826870343624, "ret_p1m": 0.11362301183439683, "ret_signed_p1m": 0.11362301183439683, "alpha_spy_p1m": 0.04471708843583633, "alpha_c_p1m": -0.16306578917105297, "bench_spy_p1m": 0.0689059233985605, "bench_c_p1m": 0.2766888010054498, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.11362301183439683, "alpha_spy_stated": 0.04471708843583633, "alpha_c_stated": -0.16306578917105297, "price_path": [-0.0897, -0.0897, -0.1303, -0.133, -0.1297, -0.1098, -0.1155, -0.1005, -0.09, -0.0973, -0.1212, -0.0925, -0.1074, -0.134, -0.1208, -0.0726, -0.0552, -0.0379, -0.0055, -0.0214, -0.026, -0.026, -0.0318, -0.0369, -0.0419, -0.0149, -0.0163, 0.0255, 0.0308, 0.0017, -0.0042, -0.0187, -0.0612, -0.0498, -0.0593, -0.0991, -0.073, -0.0773, -0.0574, -0.1049, -0.1006, -0.0955, -0.0776, -0.0947, -0.0968, -0.1223, -0.0977, -0.0849, -0.0729, -0.1306, -0.1289, -0.1562, -0.099, -0.0896, -0.0961, -0.0961, -0.0889, -0.0794, -0.0245, -0.0256, -0.012, -0.0147, 0.0128, 0.0, -0.0313, -0.0123, -0.0236, -0.0187, 0.0329, 0.0202, 0.0729, 0.0797, 0.046, 0.0499, 0.0559, 0.0602, 0.0707, 0.0515, 0.1184, 0.1041, 0.0975, 0.0785, 0.0591, 0.0658, 0.1136, 0.078, 0.0556, 0.0467, 0.0707, 0.0854, 0.0784, 0.0784, 0.0992, 0.127, 0.1327, 0.1156, 0.1614, 0.1909, 0.1642, 0.1861, 0.1068, 0.1378, 0.1408, 0.0897, 0.1252, 0.1328, 0.1795, 0.1379, 0.1548, 0.2349, 0.2349, 0.2497, 0.1661, 0.1661, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2055865768601125156", "ticker_idx": 0, "ts": "2026-05-17T04:19:30+00:00", "symbol": "TSM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "No one comes close. Not half. Not a quarter. Not even one eighth of TSMC's market share. One unavoidable destination.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish TSMC as irreplaceable HBM CoWoS integrator; MU, Hynix, Samsung all benefit as captive HBM4E suppliers.", "resolved_tickers": ["TSM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$TSM No one comes close. Not half. Not a quarter. Not even one eighth of TSMC's market share.\n\nNow add this. $MU, SK Hynix, Samsung. All three HBM suppliers feed TSMC for CoWoS, logic base die and memory controller for C-HBM4E.\n\nOne unavoidable destination. https://t.co/f2xRU3CBTo", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.02121479024892814, "ret_signed_m1d": 0.02121479024892814, "alpha_spy_m1d": 0.020510785657406494, "alpha_c_m1d": 0.0025754643892801354, "bench_spy_m1d": 0.0007040045915216453, "bench_c_m1d": 0.018639325859648004, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.008435530509201206, "ret_signed_p1d": -0.008435530509201206, "alpha_spy_p1d": -0.0017747424217078311, "alpha_c_p1d": -0.004407496086962781, "bench_spy_p1d": -0.0066607880874933745, "bench_c_p1d": -0.0040280344222384246, "ret_p1w": 0.021644095256114104, "ret_signed_p1w": 0.021644095256114104, "alpha_spy_p1w": 0.01218087514673405, "alpha_c_p1w": -0.03357788303358045, "bench_spy_p1w": 0.009463220109380055, "bench_c_p1w": 0.05522197828969455, "ret_p1m": 0.07798255539923482, "ret_signed_p1m": 0.07798255539923482, "alpha_spy_p1m": 0.06216987330908519, "alpha_c_p1m": -0.049892115557266914, "bench_spy_p1m": 0.015812682090149632, "bench_c_p1m": 0.12787467095650173, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.07798255539923482, "alpha_spy_stated": 0.06216987330908519, "alpha_c_stated": -0.049892115557266914, "price_path": [-0.0877, -0.0924, -0.0668, -0.0681, -0.0285, -0.0235, -0.051, -0.0566, -0.0704, -0.1107, -0.0998, -0.1088, -0.1465, -0.1218, -0.1259, -0.107, -0.152, -0.148, -0.1431, -0.1262, -0.1424, -0.1444, -0.1685, -0.1452, -0.1331, -0.1217, -0.1764, -0.1748, -0.2007, -0.1465, -0.1375, -0.1437, -0.1437, -0.1369, -0.1279, -0.0759, -0.0769, -0.064, -0.0666, -0.0406, -0.0527, -0.0823, -0.0643, -0.075, -0.0704, -0.0215, -0.0336, 0.0164, 0.0228, -0.0091, -0.0054, 0.0003, 0.0043, 0.0143, -0.0039, 0.0595, 0.046, 0.0397, 0.0217, 0.0034, 0.0097, 0.055, 0.0212, 0.0, -0.0084, 0.0143, 0.0283, 0.0216, 0.0216, 0.0413, 0.0676, 0.073, 0.0568, 0.1002, 0.1281, 0.1029, 0.1237, 0.0485, 0.0779, 0.0807, 0.0323, 0.0659, 0.0732, 0.1174, 0.078, 0.094, 0.1699, 0.1699, 0.1839, 0.1047, 0.1047, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2055865768601125156", "ticker_idx": 1, "ts": "2026-05-17T04:19:30+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU, SK Hynix, Samsung. All three HBM suppliers feed TSMC for CoWoS, logic base die and memory controller for C-HBM4E.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish TSMC as irreplaceable HBM CoWoS integrator; MU, Hynix, Samsung all benefit as captive HBM4E suppliers.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$TSM No one comes close. Not half. Not a quarter. Not even one eighth of TSMC's market share.\n\nNow add this. $MU, SK Hynix, Samsung. All three HBM suppliers feed TSMC for CoWoS, logic base die and memory controller for C-HBM4E.\n\nOne unavoidable destination. https://t.co/f2xRU3CBTo", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0632684750819672, "ret_signed_m1d": 0.0632684750819672, "alpha_spy_m1d": 0.06256447049044556, "alpha_c_m1d": 0.0446291492223192, "bench_spy_m1d": 0.0007040045915216453, "bench_c_m1d": 0.018639325859648004, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.025236982072299075, "ret_signed_p1d": 0.025236982072299075, "alpha_spy_p1d": 0.03189777015979245, "alpha_c_p1d": 0.0292650164945375, "bench_spy_p1d": -0.0066607880874933745, "bench_c_p1d": -0.0040280344222384246, "ret_p1w": 0.10191628402152153, "ret_signed_p1w": 0.10191628402152153, "alpha_spy_p1w": 0.09245306391214148, "alpha_c_p1w": 0.04669430573182698, "bench_spy_p1w": 0.009463220109380055, "bench_c_p1w": 0.05522197828969455, "ret_p1m": 0.49772580138310185, "ret_signed_p1m": 0.49772580138310185, "alpha_spy_p1m": 0.4819131192929522, "alpha_c_p1m": 0.3698511304266001, "bench_spy_p1m": 0.015812682090149632, "bench_c_p1m": 0.12787467095650173, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.49772580138310185, "alpha_spy_stated": 0.4819131192929522, "alpha_c_stated": 0.3698511304266001, "price_path": [-0.3826, -0.3879, -0.372, -0.3826, -0.3869, -0.3708, -0.3905, -0.3952, -0.3948, -0.4431, -0.4122, -0.4177, -0.4569, -0.429, -0.4088, -0.3859, -0.4055, -0.375, -0.352, -0.3229, -0.3228, -0.3484, -0.3798, -0.407, -0.4199, -0.4396, -0.4787, -0.4761, -0.5278, -0.5043, -0.4603, -0.4626, -0.4626, -0.4457, -0.446, -0.4032, -0.3815, -0.3829, -0.3741, -0.3168, -0.3306, -0.3291, -0.3323, -0.342, -0.3406, -0.2847, -0.2932, -0.2712, -0.2303, -0.2601, -0.2393, -0.2412, -0.2044, -0.1542, -0.0607, -0.0219, -0.0512, 0.0958, 0.167, 0.1248, 0.1791, 0.1386, 0.0633, 0.0, 0.0252, 0.074, 0.1182, 0.1019, 0.1019, 0.3145, 0.3622, 0.355, 0.4247, 0.5194, 0.5613, 0.584, 0.4614, 0.2677, 0.3928, 0.3732, 0.3086, 0.4612, 0.4403, 0.5964, 0.4977, 0.5306, 0.6639, 0.6639, 0.7774, 0.5432, 0.5432, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2055865768601125156", "ticker_idx": 2, "ts": "2026-05-17T04:19:30+00:00", "symbol": "000660.KS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU, SK Hynix, Samsung. All three HBM suppliers feed TSMC for CoWoS, logic base die and memory controller for C-HBM4E.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish TSMC as irreplaceable HBM CoWoS integrator; MU, Hynix, Samsung all benefit as captive HBM4E suppliers.", "resolved_tickers": ["000660.KS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$TSM No one comes close. Not half. Not a quarter. Not even one eighth of TSMC's market share.\n\nNow add this. $MU, SK Hynix, Samsung. All three HBM suppliers feed TSMC for CoWoS, logic base die and memory controller for C-HBM4E.\n\nOne unavoidable destination. https://t.co/f2xRU3CBTo", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.011413049423548371, "ret_signed_m1d": -0.011413049423548371, "alpha_spy_m1d": -0.012117054015070017, "alpha_c_m1d": -0.030052375283196375, "bench_spy_m1d": 0.0007040045915216453, "bench_c_m1d": 0.018639325859648004, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.05163043902924258, "ret_signed_p1d": -0.05163043902924258, "alpha_spy_p1d": -0.044969650941749206, "alpha_c_p1d": -0.047602404607004156, "bench_spy_p1d": -0.0066607880874933745, "bench_c_p1d": -0.0040280344222384246, "ret_p1w": 0.05489131029311345, "ret_signed_p1w": 0.05489131029311345, "alpha_spy_p1w": 0.045428090183733394, "alpha_c_p1w": -0.00033066799658110213, "bench_spy_p1w": 0.009463220109380055, "bench_c_p1w": 0.05522197828969455, "ret_p1m": 0.29478168870488464, "ret_signed_p1m": 0.29478168870488464, "alpha_spy_p1m": 0.278969006614735, "alpha_c_p1m": 0.1669070177483829, "bench_spy_p1m": 0.015812682090149632, "bench_c_p1m": 0.12787467095650173, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.29478168870488464, "alpha_spy_stated": 0.278969006614735, "alpha_c_stated": 0.1669070177483829, "price_path": [-0.5226, -0.515, -0.4852, -0.4841, -0.4548, -0.4478, -0.4027, -0.4234, -0.4234, -0.4897, -0.5386, -0.4886, -0.4978, -0.5457, -0.4902, -0.481, -0.4946, -0.5054, -0.4707, -0.4728, -0.4261, -0.4495, -0.4527, -0.4929, -0.4641, -0.4592, -0.4929, -0.4929, -0.5255, -0.5614, -0.5125, -0.5489, -0.5239, -0.5185, -0.5022, -0.4386, -0.4576, -0.4418, -0.4348, -0.4005, -0.3826, -0.3723, -0.387, -0.3663, -0.3348, -0.3353, -0.3342, -0.3359, -0.2978, -0.2935, -0.2973, -0.3011, -0.3011, -0.2136, -0.2136, -0.1299, -0.1011, -0.0837, 0.0217, -0.0027, 0.0739, 0.0707, -0.0114, 0.0, -0.0516, -0.0516, 0.0543, 0.0549, 0.0549, 0.1152, 0.219, 0.2442, 0.2681, 0.2845, 0.2828, 0.2828, 0.2491, 0.1252, 0.0388, 0.204, 0.1132, 0.142, 0.1687, 0.2437, 0.2948, 0.3703, 0.4595, 0.5024, 0.5867, 0.3888, 0.4024, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2055865768601125156", "ticker_idx": 3, "ts": "2026-05-17T04:19:30+00:00", "symbol": "005930.KS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU, SK Hynix, Samsung. All three HBM suppliers feed TSMC for CoWoS, logic base die and memory controller for C-HBM4E.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish TSMC as irreplaceable HBM CoWoS integrator; MU, Hynix, Samsung all benefit as captive HBM4E suppliers.", "resolved_tickers": ["005930.KS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Consumer Electronics'", "bench_c_industry": "Consumer Electronics", "unit_kind": "quote", "lang": "en", "tweet_text": "$TSM No one comes close. Not half. Not a quarter. Not even one eighth of TSMC's market share.\n\nNow add this. $MU, SK Hynix, Samsung. All three HBM suppliers feed TSMC for CoWoS, logic base die and memory controller for C-HBM4E.\n\nOne unavoidable destination. https://t.co/f2xRU3CBTo", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.03736654804270467, "ret_signed_m1d": -0.03736654804270467, "alpha_spy_m1d": -0.03807055263422632, "alpha_c_m1d": -0.04826353372110226, "bench_spy_m1d": 0.0007040045915216453, "bench_c_m1d": 0.010896985678397586, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.019572953736654797, "ret_signed_p1d": -0.019572953736654797, "alpha_spy_p1d": -0.012912165649161422, "alpha_c_p1d": -0.013149453607681827, "bench_spy_p1d": -0.0066607880874933745, "bench_c_p1d": -0.00642350012897297, "ret_p1w": 0.040925266903914626, "ret_signed_p1w": 0.040925266903914626, "alpha_spy_p1w": 0.03146204679453457, "alpha_c_p1w": 0.006341684736945075, "bench_spy_p1w": 0.009463220109380055, "bench_c_p1w": 0.03458358216696955, "ret_p1m": 0.22064056939501775, "ret_signed_p1m": 0.22064056939501775, "alpha_spy_p1m": 0.20482788730486812, "alpha_c_p1m": 0.15135862616553575, "bench_spy_p1m": 0.015812682090149632, "bench_c_p1m": 0.069281943229482, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.22064056939501775, "alpha_spy_stated": 0.20482788730486812, "alpha_c_stated": 0.15135862616553575, "price_path": [-0.3565, -0.3252, -0.3249, -0.3146, -0.2897, -0.2773, -0.2258, -0.2311, -0.2311, -0.3071, -0.3885, -0.3196, -0.3316, -0.3838, -0.3327, -0.3252, -0.3327, -0.3483, -0.3299, -0.3114, -0.2595, -0.288, -0.2919, -0.3384, -0.3263, -0.3288, -0.3604, -0.3604, -0.3726, -0.405, -0.3251, -0.3651, -0.3374, -0.3128, -0.3007, -0.2509, -0.274, -0.2669, -0.2847, -0.2651, -0.2491, -0.226, -0.2313, -0.2367, -0.2206, -0.226, -0.2011, -0.2189, -0.2011, -0.21, -0.1957, -0.2153, -0.2153, -0.1726, -0.1726, -0.0534, -0.0338, -0.0445, 0.016, -0.0071, 0.0107, 0.0534, -0.0374, 0.0, -0.0196, -0.0178, 0.0658, 0.0409, 0.0409, 0.0641, 0.0925, 0.0658, 0.1281, 0.242, 0.2829, 0.2829, 0.2509, 0.1708, 0.0516, 0.1459, 0.0765, 0.0641, 0.1477, 0.1993, 0.2206, 0.2331, 0.29, 0.2598, 0.258, 0.1032, 0.2117, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2056083906026488305", "ticker_idx": 0, "ts": "2026-05-17T18:46:18+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "First, there are Micron and SanDisk... from the perspective of Nvidia or Google, since Micron and SanDisk are U.S. companies, isn't it somewhat burdensome to go all-in on Korea... They can foster U.S. companies", "tweet_type": "analysis", "timeline": "years", "summary": "Relays bullish thesis: AI memory demand could grow 100x; Micron and SanDisk positioned as geopolitical beneficiaries as US customers diversify away from Korean suppliers.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "$MU $DRAM $SNDK\n\nThe \"Father of HBM' Prof. Kim Jeong-ho just dropped the most bullish line for memory investors in an interview.\n\n\"The Essence of AI is Memory. Future Semiconductor Demand Will Increase 100 Times or More\" 🤯\n\n\"I believe it will grow exponentially. There are various factors involved; we need to produce personalized, custom-made solutions, move towards multi-models, and furthermore, I think we will enter an era in the future where one-person businesses start up with 100 AI agents. Then, let's leave the social issues of unemployment to discuss again when the opportunity arises. In that case, wouldn't we need about 100 times more memory? However, the number of users could also increase 100 times. Currently, I estimate that about 10% to 11% of the entire population actively uses AI. In the future, people could do all their work using AI all day long. If you multiply that by, much more AI memory might be needed in the future, but there are risk factors such as whether there is the capital to build it and whether the power supply is sufficient. We call that a bubble. Technically, if there isn't one, demand is bound to keep increasing.\n\n\"If you entrust it with a task without giving it one, that is called an autonomous AI agent. If we use 100 such agents, 100 of them are running 24 hours a day. This is referred to as token usage, and since token usage increases memory capacity, it seems that a demand for memory will be far greater than imagined. But as I have repeatedly mentioned, someone has to buy that. AI companies are creating that much added value, and people are willing to spend 1 million or even 10 million won out of their own pockets each month. The question is whether companies, nations, or individuals can afford to pay for that.\"\n\n\"...my argument is that as we move on to HBM4, 5, 6, and 7, we should also integrate GPUs and CPUs into the HBM. Since AI computing is memory-centric, the idea is that we shouldn't be dependent on the GPU; instead, we should handle everything ourselves and only hand over the slightly tedious calculations to the GPU. But to do that, we need a foundry. We need the capability to design and manufacture GPUs and CPUs. We can say that Samsung Electronics possesses that capability.\"\n\n\"In 10 years, anything will be possible. First, there are Micron and SanDisk. Although SanDisk hasn't pursued HBM, they are currently investing heavily in HBF. As the NAND market expands, the only way to increase capacity is by stacking chips. Therefore, from the perspective of Nvidia or Google, since Micron and SanDisk are U.S. companies, isn't it somewhat burdensome to go all-in on Korea, geopolitically speaking? They can foster U.S. companies, and Micron and SanDisk are among them. So, currently, production volume is inevitably much higher for Samsung and Hynix, and their performance is the best. Therefore, while they rely on them, in the long term, they will likely try to diversify across multiple companies, which is one risk. Another point is that they will likely continue to demand that Samsung Electronics and Hynix build factories in the U.S. It seems they intend to choose companies that are geographically close.\"", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0632684750819672, "ret_signed_m1d": 0.0632684750819672, "alpha_spy_m1d": 0.06256447049044556, "alpha_c_m1d": 0.0446291492223192, "bench_spy_m1d": 0.0007040045915216453, "bench_c_m1d": 0.018639325859648004, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.025236982072299075, "ret_signed_p1d": 0.025236982072299075, "alpha_spy_p1d": 0.03189777015979245, "alpha_c_p1d": 0.0292650164945375, "bench_spy_p1d": -0.0066607880874933745, "bench_c_p1d": -0.0040280344222384246, "ret_p1w": 0.10191628402152153, "ret_signed_p1w": 0.10191628402152153, "alpha_spy_p1w": 0.09245306391214148, "alpha_c_p1w": 0.04669430573182698, "bench_spy_p1w": 0.009463220109380055, "bench_c_p1w": 0.05522197828969455, "ret_p1m": 0.49772580138310185, "ret_signed_p1m": 0.49772580138310185, "alpha_spy_p1m": 0.4819131192929522, "alpha_c_p1m": 0.3698511304266001, "bench_spy_p1m": 0.015812682090149632, "bench_c_p1m": 0.12787467095650173, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.3826, -0.3879, -0.372, -0.3826, -0.3869, -0.3708, -0.3905, -0.3952, -0.3948, -0.4431, -0.4122, -0.4177, -0.4569, -0.429, -0.4088, -0.3859, -0.4055, -0.375, -0.352, -0.3229, -0.3228, -0.3484, -0.3798, -0.407, -0.4199, -0.4396, -0.4787, -0.4761, -0.5278, -0.5043, -0.4603, -0.4626, -0.4626, -0.4457, -0.446, -0.4032, -0.3815, -0.3829, -0.3741, -0.3168, -0.3306, -0.3291, -0.3323, -0.342, -0.3406, -0.2847, -0.2932, -0.2712, -0.2303, -0.2601, -0.2393, -0.2412, -0.2044, -0.1542, -0.0607, -0.0219, -0.0512, 0.0958, 0.167, 0.1248, 0.1791, 0.1386, 0.0633, 0.0, 0.0252, 0.074, 0.1182, 0.1019, 0.1019, 0.3145, 0.3622, 0.355, 0.4247, 0.5194, 0.5613, 0.584, 0.4614, 0.2677, 0.3928, 0.3732, 0.3086, 0.4612, 0.4403, 0.5964, 0.4977, 0.5306, 0.6639, 0.6639, 0.7774, 0.5432, 0.5432, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2056083906026488305", "ticker_idx": 1, "ts": "2026-05-17T18:46:18+00:00", "symbol": "SNDK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "SanDisk... currently investing heavily in HBF. As the NAND market expands... They can foster U.S. companies, and Micron and SanDisk are among them", "tweet_type": "analysis", "timeline": "years", "summary": "Relays bullish thesis: AI memory demand could grow 100x; Micron and SanDisk positioned as geopolitical beneficiaries as US customers diversify away from Korean suppliers.", "resolved_tickers": ["SNDK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "original", "lang": "en", "tweet_text": "$MU $DRAM $SNDK\n\nThe \"Father of HBM' Prof. Kim Jeong-ho just dropped the most bullish line for memory investors in an interview.\n\n\"The Essence of AI is Memory. Future Semiconductor Demand Will Increase 100 Times or More\" 🤯\n\n\"I believe it will grow exponentially. There are various factors involved; we need to produce personalized, custom-made solutions, move towards multi-models, and furthermore, I think we will enter an era in the future where one-person businesses start up with 100 AI agents. Then, let's leave the social issues of unemployment to discuss again when the opportunity arises. In that case, wouldn't we need about 100 times more memory? However, the number of users could also increase 100 times. Currently, I estimate that about 10% to 11% of the entire population actively uses AI. In the future, people could do all their work using AI all day long. If you multiply that by, much more AI memory might be needed in the future, but there are risk factors such as whether there is the capital to build it and whether the power supply is sufficient. We call that a bubble. Technically, if there isn't one, demand is bound to keep increasing.\n\n\"If you entrust it with a task without giving it one, that is called an autonomous AI agent. If we use 100 such agents, 100 of them are running 24 hours a day. This is referred to as token usage, and since token usage increases memory capacity, it seems that a demand for memory will be far greater than imagined. But as I have repeatedly mentioned, someone has to buy that. AI companies are creating that much added value, and people are willing to spend 1 million or even 10 million won out of their own pockets each month. The question is whether companies, nations, or individuals can afford to pay for that.\"\n\n\"...my argument is that as we move on to HBM4, 5, 6, and 7, we should also integrate GPUs and CPUs into the HBM. Since AI computing is memory-centric, the idea is that we shouldn't be dependent on the GPU; instead, we should handle everything ourselves and only hand over the slightly tedious calculations to the GPU. But to do that, we need a foundry. We need the capability to design and manufacture GPUs and CPUs. We can say that Samsung Electronics possesses that capability.\"\n\n\"In 10 years, anything will be possible. First, there are Micron and SanDisk. Although SanDisk hasn't pursued HBM, they are currently investing heavily in HBF. As the NAND market expands, the only way to increase capacity is by stacking chips. Therefore, from the perspective of Nvidia or Google, since Micron and SanDisk are U.S. companies, isn't it somewhat burdensome to go all-in on Korea, geopolitically speaking? They can foster U.S. companies, and Micron and SanDisk are among them. So, currently, production volume is inevitably much higher for Samsung and Hynix, and their performance is the best. Therefore, while they rely on them, in the long term, they will likely try to diversify across multiple companies, which is one risk. Another point is that they will likely continue to demand that Samsung Electronics and Hynix build factories in the U.S. It seems they intend to choose companies that are geographically close.\"", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.055963552441030684, "ret_signed_m1d": 0.055963552441030684, "alpha_spy_m1d": 0.05525954784950904, "alpha_c_m1d": 0.0450665667626331, "bench_spy_m1d": 0.0007040045915216453, "bench_c_m1d": 0.010896985678397586, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.037719168594777086, "ret_signed_p1d": 0.037719168594777086, "alpha_spy_p1d": 0.04437995668227046, "alpha_c_p1d": 0.044142668723750056, "bench_spy_p1d": -0.0066607880874933745, "bench_c_p1d": -0.00642350012897297, "ret_p1w": 0.10928644989413017, "ret_signed_p1w": 0.10928644989413017, "alpha_spy_p1w": 0.09982322978475011, "alpha_c_p1w": 0.07470286772716062, "bench_spy_p1w": 0.009463220109380055, "bench_c_p1w": 0.03458358216696955, "ret_p1m": 0.4940248266990037, "ret_signed_p1m": 0.4940248266990037, "alpha_spy_p1m": 0.4782121446088541, "alpha_c_p1m": 0.4247428834695217, "bench_spy_p1m": 0.015812682090149632, "bench_c_p1m": 0.069281943229482, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.5496, -0.5341, -0.5124, -0.5, -0.521, -0.5256, -0.511, -0.5234, -0.5356, -0.5758, -0.5506, -0.5757, -0.6044, -0.5583, -0.5357, -0.5083, -0.5358, -0.5037, -0.4721, -0.4597, -0.4346, -0.4208, -0.4676, -0.473, -0.473, -0.4915, -0.5475, -0.538, -0.5705, -0.5234, -0.4803, -0.4737, -0.4737, -0.4564, -0.4668, -0.4142, -0.3612, -0.361, -0.2855, -0.2915, -0.331, -0.3102, -0.3091, -0.3151, -0.3222, -0.2655, -0.3005, -0.2574, -0.1972, -0.2481, -0.2016, -0.1774, -0.1095, -0.0579, 0.055, 0.0577, 0.0052, 0.172, 0.161, 0.0893, 0.0857, 0.0373, 0.056, 0.0, 0.0377, 0.0447, 0.157, 0.1093, 0.1093, 0.1925, 0.1927, 0.2315, 0.2715, 0.3214, 0.2876, 0.374, 0.3201, 0.1698, 0.2318, 0.2352, 0.2327, 0.4115, 0.4854, 0.5813, 0.494, 0.4695, 0.639, 0.639, 0.7057, 0.4731, 0.4731, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2052066236117491875", "ticker_idx": 0, "ts": "2026-05-06T16:41:30+00:00", "symbol": "TSM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$TSM $2 trillion. ~6% move. Called it yesterday. The $INTC and Samsung headline was never bearish. It proved TSMC is maxed out. That is the bull thesis.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish TSMC: Intel/Samsung secondary foundry talks confirm TSMC is fully maxed on advanced nodes, validating the bull thesis; expects $2T valuation / ~6% move.", "resolved_tickers": ["TSM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$TSM $2 trillion. ~6% move.\n\nCalled it yesterday. The $INTC and Samsung headline was never bearish. It proved TSMC is maxed out. That is the bull thesis.\n\nThe manipulation did not work.\n\nUnderstanding TSMC means understanding the IP and the marvel of the fab process. Anyone who shorted this does not have that understanding. They chart. They do not know semiconductors.\n\nTime to unfollow those accounts. Signal over noise. Always.", "reply_text": null, "parent_text": null, "quoted_text": "$TSM Here is what the market does not understand.\n\nApple is in exploratory talks with Intel and Samsung for SECONDARY foundry capacity.\n\nThis is NOT a preference. TSMC capacity are fully consumed by advanced nodes, by AI accelerator demand from $NVDA $AMD $GOOGL. TSMC is MAXED", "parent_author": null, "ret_m1d": -0.059809276027667946, "ret_signed_m1d": -0.059809276027667946, "alpha_spy_m1d": -0.04610042118764557, "alpha_c_m1d": -0.010569595360899742, "bench_spy_m1d": -0.013708854840022378, "bench_c_m1d": -0.049239680666768204, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.012753334898636837, "ret_signed_p1d": -0.012753334898636837, "alpha_spy_p1d": -0.009687252479566255, "alpha_c_p1d": 0.004818030802927753, "bench_spy_p1d": -0.0030660824190705815, "bench_c_p1d": -0.01757136570156459, "ret_p1w": -0.04696071039502525, "ret_signed_p1w": -0.04696071039502525, "alpha_spy_p1w": -0.0585164947664355, "alpha_c_p1w": -0.08825147691823731, "bench_spy_p1w": 0.01155578437141025, "bench_c_p1w": 0.041290766523212064, "ret_p1m": 0.06059598689228429, "ret_signed_p1m": 0.06059598689228429, "alpha_spy_p1m": 0.02889923727820265, "alpha_c_p1m": -0.08086577487610103, "bench_spy_p1m": 0.03169674961408164, "bench_c_p1m": 0.14146176176838532, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.06059598689228429, "alpha_spy_stated": 0.02889923727820265, "alpha_c_stated": -0.08086577487610103, "price_path": [-0.1708, -0.1552, -0.1397, -0.1108, -0.125, -0.1291, -0.1291, -0.1343, -0.1389, -0.1433, -0.1192, -0.1204, -0.083, -0.0783, -0.1043, -0.1096, -0.1226, -0.1606, -0.1503, -0.1588, -0.1944, -0.1711, -0.1749, -0.1572, -0.1996, -0.1958, -0.1912, -0.1753, -0.1905, -0.1924, -0.2152, -0.1932, -0.1818, -0.171, -0.2226, -0.2211, -0.2455, -0.1944, -0.186, -0.1918, -0.1918, -0.1853, -0.1768, -0.1278, -0.1287, -0.1166, -0.119, -0.0944, -0.1058, -0.1338, -0.1168, -0.127, -0.1226, -0.0764, -0.0878, -0.0406, -0.0346, -0.0647, -0.0612, -0.0559, -0.052, -0.0426, -0.0598, 0.0, -0.0128, -0.0186, -0.0357, -0.053, -0.047, -0.0042, -0.0361, -0.0561, -0.0641, -0.0426, -0.0294, -0.0357, -0.0357, -0.0171, 0.0077, 0.0128, -0.0025, 0.0385, 0.0648, 0.041, 0.0606, -0.0103, 0.0174, 0.0201, -0.0256, 0.0061, 0.0129, 0.0547, 0.0175, 0.0326, 0.1042, 0.1042, 0.1174, 0.0427, 0.0427, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2052230223652061498", "ticker_idx": 0, "ts": "2026-05-07T03:33:08+00:00", "symbol": "AMD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "CPU TAM revised from 18% to 35%. Nearly 2x in one report. The market is pricing in the Agentic AI wave aggressively. We're just getting started.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish AMD: CPU TAM nearly doubled to 35%, Agentic AI wave just starting to be priced in.", "resolved_tickers": ["AMD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$AMD BLUE Candle. +99% surge\n\nCPU TAM revised from 18% to 35%. Nearly 2x in one report. The market is pricing in the Agentic AI wave aggressively. We're just getting started.\n\nGet 300+ charts daily. Try it free:\nhttps://t.co/ZQDP5HCFyq https://t.co/yT5Sk8eait", "reply_text": null, "parent_text": null, "quoted_text": "$AMD $INTC AI Inference & Agentic AI Tailwind. Is Market finally pricing in the CPU necessity?\n\n-AMD CEO Lisa Su disclosed at the March 2026 Morgan Stanley TMT Conference that server CPU demand has \"far exceeded\" prior forecasts.\n\n-Meta and AMD announced a five year, $60 billion https://t.co/F21QcDSkXM", "parent_author": null, "ret_m1d": 0.031655543906021544, "ret_signed_m1d": 0.031655543906021544, "alpha_spy_m1d": 0.02858003171308665, "alpha_c_m1d": 0.013769903068493905, "bench_spy_m1d": 0.0030755121929348928, "bench_c_m1d": 0.01788564083752764, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.11440535661732598, "ret_signed_p1d": 0.11440535661732598, "alpha_spy_p1d": 0.10614925960615773, "alpha_c_p1d": 0.06545145245778161, "bench_spy_p1d": 0.00825609701116825, "bench_c_p1d": 0.04895390415954437, "ret_p1w": 0.10096465165423352, "ret_signed_p1w": 0.10096465165423352, "alpha_spy_p1w": 0.0782877156034576, "alpha_c_p1w": 0.030162850139531017, "bench_spy_p1w": 0.02267693605077592, "bench_c_p1w": 0.0708018015147025, "ret_p1m": 0.1418009465783978, "ret_signed_p1m": 0.1418009465783978, "alpha_spy_p1m": 0.1336405384885686, "alpha_c_p1m": 0.08701474366593254, "bench_spy_p1m": 0.008160408089829208, "bench_c_p1m": 0.054786202912465276, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.1418009465783978, "alpha_spy_stated": 0.1336405384885686, "alpha_c_stated": 0.08701474366593254, "price_path": [-0.4712, -0.4771, -0.4771, -0.4958, -0.4924, -0.4924, -0.5028, -0.5101, -0.5021, -0.51, -0.5187, -0.4765, -0.4838, -0.5013, -0.5098, -0.5137, -0.5325, -0.5053, -0.5117, -0.5289, -0.5038, -0.5024, -0.4985, -0.5159, -0.5265, -0.5187, -0.5194, -0.5117, -0.4975, -0.5071, -0.5038, -0.4972, -0.4607, -0.5011, -0.5055, -0.5201, -0.502, -0.4854, -0.4675, -0.4675, -0.461, -0.4576, -0.4325, -0.4207, -0.4001, -0.3957, -0.3755, -0.3681, -0.3188, -0.3184, -0.3269, -0.3035, -0.2571, -0.2525, -0.1485, -0.1808, -0.2087, -0.1747, -0.1321, -0.1173, -0.1638, -0.1302, 0.0317, 0.0, 0.1144, 0.1232, 0.0975, 0.0907, 0.101, 0.0383, 0.0307, 0.0137, 0.0958, 0.1007, 0.1446, 0.1446, 0.2336, 0.2132, 0.2684, 0.2635, 0.2489, 0.2768, 0.3282, 0.2809, 0.1418, 0.2004, 0.1642, 0.1076, 0.1958, 0.2524, 0.3398, 0.242, 0.2547, 0.3156, 0.3156, 0.3505, 0.2727, 0.2727, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2051899854021132564", "ticker_idx": 0, "ts": "2026-05-06T05:40:22+00:00", "symbol": "memory stocks", "kind": "sector", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "1T first", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish on memory stocks; endorses parent's thesis of $1T valuation creation, affirming it as the first milestone.", "resolved_tickers": ["MU", "000660.KS", "005930.KS"], "resolution_method": "basket", "resolution_reason": "Global memory stocks basket: Micron, SK Hynix, Samsung", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@stockmindsweb 1T first", "reply_text": null, "parent_text": "@TradexWhisperer Trillion dollars of valuation will be created on memory stocks", "quoted_text": null, "parent_author": "stockmindsweb", "ret_m1d": -0.08723976654656063, "ret_signed_m1d": -0.08723976654656063, "alpha_spy_m1d": -0.07353091170653825, "alpha_c_m1d": -0.03800008587979242, "bench_spy_m1d": -0.013708854840022378, "bench_c_m1d": -0.049239680666768204, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.007945838875255165, "ret_signed_p1d": 0.007945838875255165, "alpha_spy_p1d": 0.011011921294325747, "alpha_c_p1d": 0.025517204576819753, "bench_spy_p1d": -0.0030660824190705815, "bench_c_p1d": -0.01757136570156459, "ret_p1w": 0.16916044686308576, "ret_signed_p1w": 0.16916044686308576, "alpha_spy_p1w": 0.1576046624916755, "alpha_c_p1w": 0.1278696803398737, "bench_spy_p1w": 0.01155578437141025, "bench_c_p1w": 0.041290766523212064, "ret_p1m": 0.417064406927487, "ret_signed_p1m": 0.417064406927487, "alpha_spy_p1m": 0.38536765731340533, "alpha_c_p1m": 0.27560264515910166, "bench_spy_p1m": 0.03169674961408164, "bench_c_p1m": 0.14146176176838532, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.417064406927487, "alpha_spy_stated": 0.38536765731340533, "alpha_c_stated": 0.27560264515910166, "price_path": [-0.43, -0.4159, -0.424, -0.4063, -0.3852, -0.3848, -0.3848, -0.3907, -0.3801, -0.368, -0.351, -0.3506, -0.3321, -0.3195, -0.2908, -0.3022, -0.3021, -0.3707, -0.4076, -0.366, -0.3872, -0.4144, -0.3682, -0.3543, -0.3688, -0.3681, -0.3404, -0.3248, -0.2886, -0.3163, -0.3296, -0.3707, -0.3598, -0.3655, -0.4028, -0.402, -0.4364, -0.4535, -0.3916, -0.4205, -0.4011, -0.3847, -0.3742, -0.3178, -0.3258, -0.3177, -0.3183, -0.2787, -0.2709, -0.2583, -0.2669, -0.2642, -0.246, -0.229, -0.2227, -0.2221, -0.1874, -0.199, -0.1883, -0.1973, -0.1848, -0.1191, -0.0872, 0.0, 0.0079, 0.0609, 0.1469, 0.115, 0.1692, 0.1691, 0.0801, 0.076, 0.058, 0.0752, 0.1603, 0.1462, 0.1462, 0.2499, 0.316, 0.3138, 0.3686, 0.4472, 0.4753, 0.483, 0.4171, 0.2754, 0.2429, 0.3328, 0.2515, 0.3102, 0.3427, 0.4428, 0.4363, 0.4808, 0.5804, 0.5862, 0.6566, 0.4465, 0.4899, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2049901624676749398", "ticker_idx": 0, "ts": "2026-04-30T17:20:07+00:00", "symbol": "TSM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "This is why I own $TSM. TSMC does not pick sides. It collects from all of them. Every AI winner routes through TSMC. Every single one.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Long TSM as the de facto semiconductor index: collects revenue regardless of which AI chip vendor wins, with exclusive CoWoS/packaging capacity and 2nm node dominance.", "resolved_tickers": ["TSM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "This is why I own $TSM.\n\nTSMC does not pick sides. It collects from all of them.\n\n$MU and $DRAM SK Hynix need it because HBM must be physically bonded to the logic die during the CoWoS process. Memory and packaging are now one supply chain.\n\n$ARM needs it because virtually every ARM-designed chip in existence is fabricated at TSMC. The architecture and the foundry are inseparable. Own the IP. Own the fab. Own everything in between.\n\n$AMD needs it for SoIC chiplet stacking and high performance compute. AMD was the first SoIC customer and is deepening that relationship every generation.\n\n$NVDA needs it for 3nm and CoWoS-L packaging. NVIDIA alone has booked over 70% of all CoWoS-L capacity. The anchor tenant of the entire AI infrastructure build.\n\n$AAPL needs it for InFO advanced packaging and 2nm exclusivity. Apple funded TSMC's yield learning curve for every major node transition since 20nm.\n\n$AVGO needs it for co-packaged optics and high speed networking ASICs. One of the top CoWoS customers behind only NVIDIA.\n\n$QCOM needs it for mobile silicon and every Snapdragon platform on Earth.\n\nMediaTek needs it for every mobile, TV, and AI edge chip it produces. One of TSMC's largest and most loyal volume customers globally.\n\nHyperscalers need it for proprietary AI ASICs at massive cloud scale. Google, Amazon, and Meta are now competing directly with NVIDIA for TSMC packaging slots.\n\nEvery AI winner routes through TSMC. Every single one.\n\nIt is not a semiconductor company. It is the de facto semiconductor index. A proxy for the entire industry that frees every partner to compete while TSMC collects from all of them.\n\nYou do not need to pick the winning AI chip. You just need to own the foundry that makes them all.\n\n$TSM is not a position. It is a thesis.", "reply_text": null, "parent_text": null, "quoted_text": "If $NVDA wins, $TSM wins\nIf $AVGO wins, $TSM wins\nIf $MU HBM wins, $TSM wins\nIf $SNDK HBF wins, $TSM wins\nIf $AMD AI chips win, $TSM wins\nIf $QCOM silicon win, $TSM wins\nIf $AAPL silicon win, $TSM wins\nIf hyperscalers ASIC wins, $TSM wins\n\nIs that clear enough? TSMC All In", "parent_author": null, "ret_m1d": -0.005630466770653708, "ret_signed_m1d": -0.005630466770653708, "alpha_spy_m1d": 0.00422114681210739, "alpha_c_m1d": 0.008460184143533556, "bench_spy_m1d": -0.009851613582761098, "bench_c_m1d": -0.014090650914187264, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.004065100930106036, "ret_signed_p1d": 0.004065100930106036, "alpha_spy_p1d": 0.0012960056377553375, "alpha_c_p1d": -0.00205268817639781, "bench_spy_p1d": 0.0027690952923506984, "bench_c_p1d": 0.006117789106503846, "ret_p1w": 0.045674885223496275, "ret_signed_p1w": 0.045674885223496275, "alpha_spy_p1w": 0.027696925079701895, "alpha_c_p1w": -0.020199708802437266, "bench_spy_p1w": 0.01797796014379438, "bench_c_p1w": 0.06587459402593354, "ret_p1m": 0.05653188826618205, "ret_signed_p1m": 0.05653188826618205, "alpha_spy_p1m": 0.0039061352286793305, "alpha_c_p1m": -0.12544236029898537, "bench_spy_p1m": 0.05262575303750272, "bench_c_p1m": 0.18197424856516742, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.05653188826618205, "alpha_spy_stated": 0.0039061352286793305, "alpha_c_stated": -0.12544236029898537, "price_path": [-0.1405, -0.1547, -0.1799, -0.1673, -0.1217, -0.1052, -0.0888, -0.0581, -0.0732, -0.0776, -0.0776, -0.083, -0.0879, -0.0926, -0.0671, -0.0683, -0.0288, -0.0238, -0.0513, -0.0569, -0.0707, -0.1109, -0.1, -0.1091, -0.1468, -0.1221, -0.1261, -0.1073, -0.1522, -0.1482, -0.1434, -0.1264, -0.1426, -0.1446, -0.1687, -0.1455, -0.1333, -0.122, -0.1766, -0.175, -0.2009, -0.1467, -0.1378, -0.144, -0.144, -0.1371, -0.1281, -0.0762, -0.0772, -0.0643, -0.0669, -0.0408, -0.0529, -0.0826, -0.0645, -0.0753, -0.0706, -0.0218, -0.0338, 0.0162, 0.0225, -0.0094, -0.0056, 0.0, 0.0041, 0.014, -0.0042, 0.0592, 0.0457, 0.0394, 0.0214, 0.0031, 0.0094, 0.0547, 0.0209, -0.0003, -0.0087, 0.014, 0.028, 0.0214, 0.0214, 0.0411, 0.0673, 0.0727, 0.0565, 0.0999, 0.1278, 0.1026, 0.1234, 0.0483, 0.0776, 0.0804, 0.032, 0.0656, 0.0729, 0.1171, 0.0777, 0.0937, 0.1695, 0.1695, 0.1836, 0.1044, 0.1044, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2051379125395571161", "ticker_idx": 0, "ts": "2026-05-04T19:11:10+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Structural Shift = Re-Rate", "tweet_type": "analysis", "timeline": "quarters", "summary": "LTA expansion + surging AI demand creates producer's market; DRAM prices could rise 50% QoQ in Q2, pushing margins above 80% — structural re-rate for memory names.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU $SNDK $DRAM JUST IN: LTA Expansion\n\nSamsung and SK hynix are expanding Long-Term Agreements (LTAs) with major clients amid surging AI demand and tight memory supply. Buyers are willing to pay premiums and higher advance payments to secure supply, which could paradoxically drive overall memory prices higher in the near term. \n\nShift in Market Dynamics: LTAs, traditionally used to reduce price volatility, are now pushing prices up. Customers with LTAs accept higher fixed prices for supply security; those without may face even steeper spot-market prices due to shortages. The memory market is described as a \"producer’s market,\" with the supply-demand imbalance likely persisting until at least 2028. \n\nSamsung’s Moves:\n\n-Major clients are seeking mid- to long-term volumes due to strong AI expectations. Samsung is signing multi-year contracts.\n\nSK hynix’s Deals:\n\n-Three-year DDR5 supply agreement with Microsoft (tens of billions of dollars).\n\n-Up to five-year (plus possible two-year extension) general-purpose DRAM deal with Google, potentially linked to next-gen HBM.\n\nAdvance payments rising sharply from previous sub-5% levels to 10–30% of contract value. Suppliers can retain prepayments as penalties for volume shortfalls. Contracts often include minimum price floors.\n\nOutlook: Move toward 3–5 year agreements reduces reliance on cyclical PC/smartphone demand and supports more stable AI-driven growth. Analysts note potential for DRAM prices to rise up to 50% QoQ in Q2, pushing margins above 80%\n\nStructural Shift = Re-Rate", "reply_text": null, "parent_text": null, "quoted_text": "$DRAM $MU Memory Trio Secures 5-Year LTAs. Now, $SNDK joins the ranks.\n\nSandisk CEO said the company has signed five long term contracts, 3 of them worth $42 billion and \"if they walk away from a contract, I get that money.\" 🤯\n\n\"The bane of this industry has been the boom-bust https://t.co/Kh7JoWrRZ1", "parent_author": null, "ret_m1d": -0.05939802152710816, "ret_signed_m1d": -0.05939802152710816, "alpha_spy_m1d": -0.06307488346099799, "alpha_c_m1d": -0.06537682680781298, "bench_spy_m1d": 0.00367686193388983, "bench_c_m1d": 0.005978805280704824, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.11059068201928368, "ret_signed_p1d": 0.11059068201928368, "alpha_spy_p1d": 0.10256845329534126, "alpha_c_p1d": 0.07921675272234285, "bench_spy_p1d": 0.008022228723942426, "bench_c_p1d": 0.03137392929694083, "ret_p1w": 0.37970335718234316, "ret_signed_p1w": 0.37970335718234316, "alpha_spy_p1w": 0.3500519623517333, "alpha_c_p1w": 0.24252624666022515, "bench_spy_p1w": 0.029651394830609856, "bench_c_p1w": 0.137177110522118, "ret_p1m": 0.8459536005765014, "ret_signed_p1m": 0.8459536005765014, "alpha_spy_p1m": 0.7880713411221305, "alpha_c_p1m": 0.5984743462245143, "bench_spy_p1m": 0.057882259454370866, "bench_c_p1m": 0.24747925435198703, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.3421, -0.3361, -0.3156, -0.335, -0.3528, -0.2885, -0.2822, -0.2862, -0.2862, -0.3068, -0.2701, -0.2763, -0.2575, -0.27, -0.2752, -0.2561, -0.2794, -0.2849, -0.2844, -0.3416, -0.3051, -0.3115, -0.3579, -0.3249, -0.301, -0.274, -0.2971, -0.2611, -0.2339, -0.1994, -0.1993, -0.2296, -0.2667, -0.2988, -0.3141, -0.3374, -0.3836, -0.3806, -0.4418, -0.4139, -0.3619, -0.3647, -0.3647, -0.3447, -0.345, -0.2944, -0.2688, -0.2704, -0.26, -0.1922, -0.2086, -0.2068, -0.2106, -0.2221, -0.2204, -0.1543, -0.1643, -0.1383, -0.09, -0.1252, -0.1006, -0.1029, -0.0594, 0.0, 0.1106, 0.1564, 0.1217, 0.2955, 0.3797, 0.3298, 0.3941, 0.3462, 0.2571, 0.1823, 0.2121, 0.2698, 0.3221, 0.3028, 0.3028, 0.5541, 0.6106, 0.6021, 0.6844, 0.7963, 0.846, 0.8728, 0.7278, 0.4988, 0.6468, 0.6235, 0.5472, 0.7276, 0.7029, 0.8874, 0.7708, 0.8097, 0.9672, 0.9672, 1.1014, 0.8246, 0.8246, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2051379125395571161", "ticker_idx": 1, "ts": "2026-05-04T19:11:10+00:00", "symbol": "SNDK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Structural Shift = Re-Rate", "tweet_type": "analysis", "timeline": "quarters", "summary": "LTA expansion + surging AI demand creates producer's market; DRAM prices could rise 50% QoQ in Q2, pushing margins above 80% — structural re-rate for memory names.", "resolved_tickers": ["SNDK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU $SNDK $DRAM JUST IN: LTA Expansion\n\nSamsung and SK hynix are expanding Long-Term Agreements (LTAs) with major clients amid surging AI demand and tight memory supply. Buyers are willing to pay premiums and higher advance payments to secure supply, which could paradoxically drive overall memory prices higher in the near term. \n\nShift in Market Dynamics: LTAs, traditionally used to reduce price volatility, are now pushing prices up. Customers with LTAs accept higher fixed prices for supply security; those without may face even steeper spot-market prices due to shortages. The memory market is described as a \"producer’s market,\" with the supply-demand imbalance likely persisting until at least 2028. \n\nSamsung’s Moves:\n\n-Major clients are seeking mid- to long-term volumes due to strong AI expectations. Samsung is signing multi-year contracts.\n\nSK hynix’s Deals:\n\n-Three-year DDR5 supply agreement with Microsoft (tens of billions of dollars).\n\n-Up to five-year (plus possible two-year extension) general-purpose DRAM deal with Google, potentially linked to next-gen HBM.\n\nAdvance payments rising sharply from previous sub-5% levels to 10–30% of contract value. Suppliers can retain prepayments as penalties for volume shortfalls. Contracts often include minimum price floors.\n\nOutlook: Move toward 3–5 year agreements reduces reliance on cyclical PC/smartphone demand and supports more stable AI-driven growth. Analysts note potential for DRAM prices to rise up to 50% QoQ in Q2, pushing margins above 80%\n\nStructural Shift = Re-Rate", "reply_text": null, "parent_text": null, "quoted_text": "$DRAM $MU Memory Trio Secures 5-Year LTAs. Now, $SNDK joins the ranks.\n\nSandisk CEO said the company has signed five long term contracts, 3 of them worth $42 billion and \"if they walk away from a contract, I get that money.\" 🤯\n\n\"The bane of this industry has been the boom-bust https://t.co/Kh7JoWrRZ1", "parent_author": null, "ret_m1d": -0.054830941470187855, "ret_signed_m1d": -0.054830941470187855, "alpha_spy_m1d": -0.058507803404077685, "alpha_c_m1d": -0.05372011956850942, "bench_spy_m1d": 0.00367686193388983, "bench_c_m1d": -0.0011108219016784382, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.11980631813456544, "ret_signed_p1d": 0.11980631813456544, "alpha_spy_p1d": 0.11178408941062301, "alpha_c_p1d": 0.09771441508632428, "bench_spy_p1d": 0.008022228723942426, "bench_c_p1d": 0.022091903048241157, "ret_p1w": 0.23227117405172337, "ret_signed_p1w": 0.23227117405172337, "alpha_spy_p1w": 0.20261977922111352, "alpha_c_p1w": 0.13458530935705237, "bench_spy_p1w": 0.029651394830609856, "bench_c_p1w": 0.097685864694671, "ret_p1m": 0.3666810037514563, "ret_signed_p1m": 0.3666810037514563, "alpha_spy_p1m": 0.3087987442970854, "alpha_c_p1m": 0.14353995237262018, "bench_spy_p1m": 0.057882259454370866, "bench_c_p1m": 0.2231410513788361, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.5345, -0.5412, -0.5239, -0.5355, -0.5687, -0.5228, -0.4981, -0.5011, -0.5011, -0.5297, -0.5219, -0.5054, -0.4825, -0.4693, -0.4916, -0.4965, -0.4809, -0.4941, -0.507, -0.5498, -0.523, -0.5496, -0.5801, -0.5312, -0.5072, -0.4781, -0.5073, -0.4732, -0.4397, -0.4266, -0.3999, -0.3852, -0.4349, -0.4406, -0.4406, -0.4602, -0.5197, -0.5096, -0.5441, -0.4941, -0.4484, -0.4413, -0.4413, -0.423, -0.434, -0.3782, -0.3219, -0.3218, -0.2416, -0.248, -0.29, -0.2679, -0.2666, -0.273, -0.2806, -0.2204, -0.2575, -0.2118, -0.1478, -0.2019, -0.1526, -0.1269, -0.0548, 0.0, 0.1198, 0.1227, 0.067, 0.244, 0.2323, 0.1562, 0.1524, 0.101, 0.1208, 0.0614, 0.1015, 0.1088, 0.228, 0.1774, 0.1774, 0.2657, 0.266, 0.3072, 0.3497, 0.4026, 0.3667, 0.4584, 0.4012, 0.2416, 0.3075, 0.3111, 0.3084, 0.4982, 0.5767, 0.6784, 0.5858, 0.5597, 0.7396, 0.7396, 0.8105, 0.5636, 0.5636, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2051379125395571161", "ticker_idx": 2, "ts": "2026-05-04T19:11:10+00:00", "symbol": "000660.KS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "SK hynix's Deals: Three-year DDR5 supply agreement with Microsoft... Structural Shift = Re-Rate", "tweet_type": "analysis", "timeline": "quarters", "summary": "LTA expansion + surging AI demand creates producer's market; DRAM prices could rise 50% QoQ in Q2, pushing margins above 80% — structural re-rate for memory names.", "resolved_tickers": ["000660.KS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU $SNDK $DRAM JUST IN: LTA Expansion\n\nSamsung and SK hynix are expanding Long-Term Agreements (LTAs) with major clients amid surging AI demand and tight memory supply. Buyers are willing to pay premiums and higher advance payments to secure supply, which could paradoxically drive overall memory prices higher in the near term. \n\nShift in Market Dynamics: LTAs, traditionally used to reduce price volatility, are now pushing prices up. Customers with LTAs accept higher fixed prices for supply security; those without may face even steeper spot-market prices due to shortages. The memory market is described as a \"producer’s market,\" with the supply-demand imbalance likely persisting until at least 2028. \n\nSamsung’s Moves:\n\n-Major clients are seeking mid- to long-term volumes due to strong AI expectations. Samsung is signing multi-year contracts.\n\nSK hynix’s Deals:\n\n-Three-year DDR5 supply agreement with Microsoft (tens of billions of dollars).\n\n-Up to five-year (plus possible two-year extension) general-purpose DRAM deal with Google, potentially linked to next-gen HBM.\n\nAdvance payments rising sharply from previous sub-5% levels to 10–30% of contract value. Suppliers can retain prepayments as penalties for volume shortfalls. Contracts often include minimum price floors.\n\nOutlook: Move toward 3–5 year agreements reduces reliance on cyclical PC/smartphone demand and supports more stable AI-driven growth. Analysts note potential for DRAM prices to rise up to 50% QoQ in Q2, pushing margins above 80%\n\nStructural Shift = Re-Rate", "reply_text": null, "parent_text": null, "quoted_text": "$DRAM $MU Memory Trio Secures 5-Year LTAs. Now, $SNDK joins the ranks.\n\nSandisk CEO said the company has signed five long term contracts, 3 of them worth $42 billion and \"if they walk away from a contract, I get that money.\" 🤯\n\n\"The bane of this industry has been the boom-bust https://t.co/Kh7JoWrRZ1", "parent_author": null, "ret_m1d": -0.09618987683684477, "ret_signed_m1d": -0.09618987683684477, "alpha_spy_m1d": -0.0998667387707346, "alpha_c_m1d": -0.10216868211754959, "bench_spy_m1d": 0.00367686193388983, "bench_c_m1d": 0.005978805280704824, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.033104300148861565, "ret_signed_p1d": 0.033104300148861565, "alpha_spy_p1d": 0.02508207142491914, "alpha_c_p1d": 0.0017303708519207373, "bench_spy_p1d": 0.008022228723942426, "bench_c_p1d": 0.03137392929694083, "ret_p1w": 0.23422856678337634, "ret_signed_p1w": 0.23422856678337634, "alpha_spy_p1w": 0.20457717195276648, "alpha_c_p1w": 0.09705145626125833, "bench_spy_p1w": 0.029651394830609856, "bench_c_p1w": 0.137177110522118, "ret_p1m": 0.4355928797904147, "ret_signed_p1m": 0.4355928797904147, "alpha_spy_p1m": 0.37771062033604386, "alpha_c_p1m": 0.1881136254384277, "bench_spy_p1m": 0.057882259454370866, "bench_c_p1m": 0.24747925435198703, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.4769, -0.447, -0.4538, -0.4638, -0.4464, -0.4514, -0.4514, -0.4514, -0.4514, -0.4426, -0.4083, -0.4071, -0.3734, -0.3653, -0.3136, -0.3373, -0.3373, -0.4135, -0.4697, -0.4122, -0.4229, -0.4778, -0.4141, -0.4035, -0.4191, -0.4316, -0.3916, -0.3941, -0.3404, -0.3673, -0.371, -0.4172, -0.3841, -0.3785, -0.4172, -0.4172, -0.4547, -0.4959, -0.4397, -0.4816, -0.4528, -0.4466, -0.4279, -0.3548, -0.3766, -0.3585, -0.3504, -0.3111, -0.2904, -0.2786, -0.2954, -0.2717, -0.2355, -0.2361, -0.2349, -0.2367, -0.193, -0.188, -0.1924, -0.1968, -0.1968, -0.0962, -0.0962, 0.0, 0.0331, 0.0531, 0.1743, 0.1462, 0.2342, 0.2305, 0.1362, 0.1493, 0.0899, 0.0899, 0.2117, 0.2124, 0.2124, 0.2817, 0.401, 0.43, 0.4575, 0.4762, 0.4743, 0.4743, 0.4356, 0.2932, 0.1938, 0.3837, 0.2794, 0.3125, 0.3431, 0.4293, 0.4881, 0.5749, 0.6774, 0.7267, 0.8235, 0.5961, 0.6118, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2051379125395571161", "ticker_idx": 3, "ts": "2026-05-04T19:11:10+00:00", "symbol": "005930.KS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Samsung is signing multi-year contracts... Structural Shift = Re-Rate", "tweet_type": "analysis", "timeline": "quarters", "summary": "LTA expansion + surging AI demand creates producer's market; DRAM prices could rise 50% QoQ in Q2, pushing margins above 80% — structural re-rate for memory names.", "resolved_tickers": ["005930.KS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Consumer Electronics'", "bench_c_industry": "Consumer Electronics", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU $SNDK $DRAM JUST IN: LTA Expansion\n\nSamsung and SK hynix are expanding Long-Term Agreements (LTAs) with major clients amid surging AI demand and tight memory supply. Buyers are willing to pay premiums and higher advance payments to secure supply, which could paradoxically drive overall memory prices higher in the near term. \n\nShift in Market Dynamics: LTAs, traditionally used to reduce price volatility, are now pushing prices up. Customers with LTAs accept higher fixed prices for supply security; those without may face even steeper spot-market prices due to shortages. The memory market is described as a \"producer’s market,\" with the supply-demand imbalance likely persisting until at least 2028. \n\nSamsung’s Moves:\n\n-Major clients are seeking mid- to long-term volumes due to strong AI expectations. Samsung is signing multi-year contracts.\n\nSK hynix’s Deals:\n\n-Three-year DDR5 supply agreement with Microsoft (tens of billions of dollars).\n\n-Up to five-year (plus possible two-year extension) general-purpose DRAM deal with Google, potentially linked to next-gen HBM.\n\nAdvance payments rising sharply from previous sub-5% levels to 10–30% of contract value. Suppliers can retain prepayments as penalties for volume shortfalls. Contracts often include minimum price floors.\n\nOutlook: Move toward 3–5 year agreements reduces reliance on cyclical PC/smartphone demand and supports more stable AI-driven growth. Analysts note potential for DRAM prices to rise up to 50% QoQ in Q2, pushing margins above 80%\n\nStructural Shift = Re-Rate", "reply_text": null, "parent_text": null, "quoted_text": "$DRAM $MU Memory Trio Secures 5-Year LTAs. Now, $SNDK joins the ranks.\n\nSandisk CEO said the company has signed five long term contracts, 3 of them worth $42 billion and \"if they walk away from a contract, I get that money.\" 🤯\n\n\"The bane of this industry has been the boom-bust https://t.co/Kh7JoWrRZ1", "parent_author": null, "ret_m1d": -0.12593984962406013, "ret_signed_m1d": -0.12593984962406013, "alpha_spy_m1d": -0.12961671155794996, "alpha_c_m1d": -0.12482902772238169, "bench_spy_m1d": 0.00367686193388983, "bench_c_m1d": -0.0011108219016784382, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.020676691729323293, "ret_signed_p1d": 0.020676691729323293, "alpha_spy_p1d": 0.012654463005380867, "alpha_c_p1d": -0.001415211318917864, "bench_spy_p1d": 0.008022228723942426, "bench_c_p1d": 0.022091903048241157, "ret_p1w": 0.06766917293233088, "ret_signed_p1w": 0.06766917293233088, "alpha_spy_p1w": 0.03801777810172102, "alpha_c_p1w": -0.03001669176234012, "bench_spy_p1w": 0.029651394830609856, "bench_c_p1w": 0.097685864694671, "ret_p1m": 0.3214285714285714, "ret_signed_p1m": 0.3214285714285714, "alpha_spy_p1m": 0.26354631197420053, "alpha_c_p1m": 0.09828752004973529, "bench_spy_p1m": 0.057882259454370866, "bench_c_p1m": 0.2231410513788361, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.405, -0.3757, -0.378, -0.3705, -0.33, -0.3202, -0.3202, -0.3202, -0.3202, -0.2872, -0.2868, -0.2759, -0.2497, -0.2365, -0.1821, -0.1878, -0.1878, -0.2681, -0.354, -0.2812, -0.2939, -0.3491, -0.2951, -0.2872, -0.2951, -0.3116, -0.2921, -0.2726, -0.2178, -0.2478, -0.2519, -0.3011, -0.2883, -0.2909, -0.3243, -0.3243, -0.3372, -0.3714, -0.287, -0.3293, -0.3, -0.2741, -0.2613, -0.2086, -0.2331, -0.2256, -0.2444, -0.2237, -0.2068, -0.1823, -0.188, -0.1936, -0.1767, -0.1823, -0.156, -0.1748, -0.156, -0.1654, -0.1504, -0.1711, -0.1711, -0.1259, -0.1259, 0.0, 0.0207, 0.0094, 0.0733, 0.0489, 0.0677, 0.1128, 0.0169, 0.0564, 0.0357, 0.0376, 0.1259, 0.0996, 0.0996, 0.1241, 0.1541, 0.1259, 0.1917, 0.312, 0.3553, 0.3553, 0.3214, 0.2368, 0.1109, 0.2105, 0.1372, 0.1241, 0.2124, 0.2669, 0.2895, 0.3026, 0.3628, 0.3308, 0.3289, 0.1654, 0.2801, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2033418282267480119", "ticker_idx": 0, "ts": "2026-03-16T05:41:12+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Holy Sh*t... The Demand Must Be Through The Roofs", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Bullish MU; second Tongluo facility signals demand is through the roof, endorsing the 'bargain of century' thesis.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU Holy Sh*t\n\nMicron Plans SECOND Tongluo Facility Immediately After the PSMC P5 Acquisition; Construction to Start by FY26\n\nMicron intends to build a second manufacturing facility of similar scale at the same Tongluo site, adding roughly 270,000 square feet of cleanroom space. Construction is set to begin by the end of fiscal 2026.\n\nThe expansions aim to boost production of cutting-edge DRAM, including High Bandwidth Memory (HBM), to meet surging demand from AI, high-performance computing, and next-generation memory applications.\n\nThis forms part of Micron's broader Asian expansion strategy, which also includes sites in Linkou and Tainan (Taiwan), Hiroshima (Japan—with significant investment and subsidies), and an ATMP facility in Sanand, Gujarat (India).\n\nThe Demand Must Be Through The Roofs", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": -0.03546847335497094, "ret_signed_m1d": -0.03546847335497094, "alpha_spy_m1d": -0.025394133540871833, "alpha_c_m1d": -0.018739120616264038, "bench_spy_m1d": -0.01007433981409911, "bench_c_m1d": -0.016729352738706904, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.045020383429470456, "ret_signed_p1d": 0.045020383429470456, "alpha_spy_p1d": 0.04238983843836497, "alpha_c_p1d": 0.03750618929314964, "bench_spy_p1d": 0.002630544991105488, "bench_c_p1d": 0.0075141941363208176, "ret_p1w": -0.08476684429074977, "ret_signed_p1w": -0.08476684429074977, "alpha_spy_p1w": -0.06703941798397917, "alpha_c_p1w": -0.07826799176001509, "bench_spy_p1w": -0.0177274263067706, "bench_c_p1w": -0.006498852530734678, "ret_p1m": 0.05444914916034849, "ret_signed_p1m": 0.05444914916034849, "alpha_spy_p1m": 0.013604073054120036, "alpha_c_p1m": -0.09299191651914529, "bench_spy_p1m": 0.04084507610622845, "bench_c_p1m": 0.14744106567949378, "ret_p3m": 1.2550664879253932, "ret_signed_p3m": 1.2550664879253932, "alpha_spy_p3m": 1.1493241188170638, "alpha_c_p3m": 0.7079249580908438, "bench_spy_p3m": 0.10574236910832946, "bench_c_p3m": 0.5471415298345494, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.05444914916034849, "alpha_spy_stated": 0.013604073054120036, "alpha_c_stated": -0.09299191651914529, "price_path": [-0.4897, -0.4376, -0.3983, -0.3742, -0.3749, -0.3514, -0.3514, -0.3556, -0.3337, -0.3376, -0.354, -0.354, -0.2861, -0.2935, -0.2227, -0.2314, -0.2598, -0.2189, -0.2171, -0.2347, -0.2455, -0.238, -0.1789, -0.1789, -0.1738, -0.1193, -0.1001, -0.0954, -0.1193, -0.0714, -0.0148, -0.0136, -0.0609, -0.0091, -0.0506, -0.1412, -0.1333, -0.1066, -0.132, -0.1552, -0.0712, -0.063, -0.0682, -0.0682, -0.0951, -0.0472, -0.0553, -0.0309, -0.0471, -0.0538, -0.029, -0.0594, -0.0666, -0.0659, -0.1406, -0.0929, -0.1013, -0.1618, -0.1188, -0.0876, -0.0523, -0.0825, -0.0355, 0.0, 0.045, 0.0451, 0.0056, -0.0428, -0.0848, -0.1047, -0.1352, -0.1954, -0.1914, -0.2713, -0.235, -0.167, -0.1707, -0.1707, -0.1446, -0.145, -0.079, -0.0455, -0.0476, -0.0341, 0.0544, 0.0331, 0.0354, 0.0305, 0.0154, 0.0176, 0.1039, 0.0908, 0.1248, 0.1878, 0.1419, 0.174, 0.1711, 0.2278, 0.3053, 0.4497, 0.5094, 0.4642, 0.6911, 0.801, 0.7359, 0.8198, 0.7572, 0.6409, 0.5433, 0.5822, 0.6575, 0.7257, 0.7006, 0.7006, 1.0286, 1.1023, 1.0912, 1.1988, 1.3448, 1.4096, 1.4446, 1.2554, 0.9565, 1.1496, 1.1192, 1.0196, 1.2551, 1.2228, 1.4637, 1.3114, 1.3622, 1.5678, 1.5678, 1.7431, 1.3816, 1.3816, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "thread:2040663069874061494", "ticker_idx": 0, "ts": "2026-04-05T05:29:24+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU sits at the center of it all.", "tweet_type": "analysis", "timeline": "years", "summary": "Long MU as HBM scarcity makes it a strategic chokepoint in the AI accelerator race through 2026–2030.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "self_thread", "lang": "en", "tweet_text": "$MU Food for thought.\n\n2026: What if the game isn't just building the best AI accelerator?\n\nWhat if the real move is hoarding HBM to starve your competitors to stay ahead?\n\nIntel. AMD. NVIDIA. Microsoft. Amazon. Meta. Google. Tesla. All fighting for the same scarce supply.\n\n@MicronCEO called memory a strategic asset. It's probably a hint. In the 2024 earnings call, he said HBM was starving wafers for Server DRAM. He wasn't being poetic. That was the core thesis all along.\n\nNow we enter 2030: Agentic AI, Inference and Reasoning Accelerators enter the race.\n\nSame war. Bigger stakes. Same bottleneck.\n\n$MU sits at the center of it all.\n\n---\n\nThe amount of HBM you get is directly tied to the amount of AI accelerators you can build which is inversely proportional to your competitors' buildout. This is true only because HBM is extremely scarce.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.030495603646339964, "ret_signed_m1d": -0.030495603646339964, "alpha_spy_m1d": -0.025790996511681596, "alpha_c_m1d": -0.02125270359945919, "bench_spy_m1d": -0.004704607134658367, "bench_c_m1d": -0.009242900046880775, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.00047655439619209705, "ret_signed_p1d": -0.00047655439619209705, "alpha_spy_p1d": -0.0009165549608193269, "alpha_c_p1d": -0.010376000836410548, "bench_spy_p1d": 0.0004400005646272298, "bench_c_p1d": 0.009899446440218451, "ret_p1w": 0.12918251411324855, "ret_signed_p1w": 0.12918251411324855, "alpha_spy_p1w": 0.08794903781533048, "alpha_c_p1w": 0.00958055432342042, "bench_spy_p1w": 0.04123347629791807, "bench_c_p1w": 0.11960195978982813, "ret_p1m": 0.6947267991766328, "ret_signed_p1m": 0.6947267991766328, "alpha_spy_p1m": 0.5963248240217132, "alpha_c_p1m": 0.3747359210020953, "bench_spy_p1m": 0.09840197515491966, "bench_c_p1m": 0.31999087817453753, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.1015, -0.1347, -0.0869, -0.0848, -0.1053, -0.1179, -0.1093, -0.0401, -0.0401, -0.0342, 0.0296, 0.052, 0.0575, 0.0296, 0.0855, 0.1518, 0.1531, 0.0978, 0.1585, 0.1099, 0.0039, 0.0132, 0.0444, 0.0148, -0.0124, 0.0858, 0.0954, 0.0893, 0.0893, 0.0578, 0.1139, 0.1043, 0.133, 0.1139, 0.1061, 0.1352, 0.0996, 0.0912, 0.092, 0.0047, 0.0605, 0.0506, -0.0202, 0.0302, 0.0667, 0.1079, 0.0726, 0.1276, 0.169, 0.2217, 0.2218, 0.1756, 0.119, 0.0699, 0.0466, 0.011, -0.0594, -0.0548, -0.1481, -0.1057, -0.0262, -0.0305, -0.0305, 0.0, -0.0005, 0.0767, 0.1158, 0.1134, 0.1292, 0.2327, 0.2077, 0.2104, 0.2047, 0.187, 0.1896, 0.2904, 0.2752, 0.3149, 0.3886, 0.3349, 0.3725, 0.369, 0.4353, 0.526, 0.6947, 0.7646, 0.7117, 0.9769, 1.1054, 1.0293, 1.1274, 1.0542, 0.9183, 0.8042, 0.8497, 0.9377, 1.0174, 0.988, 0.988, 1.3716, 1.4577, 1.4447, 1.5704, 1.7412, 1.8169, 1.8578, 1.6366, 1.2872, 1.5129, 1.4775, 1.361, 1.6363, 1.5985, 1.8801, 1.7021, 1.7615, 2.0019, 2.0019, 2.2067, 1.7842, 1.7842, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2051633759108177980", "ticker_idx": 0, "ts": "2026-05-05T12:03:00+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Forward PE of 4x - 9x\nWorld class growth. Basement level valuations.\nThe Mispricing of the Century", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Strongly bullish memory sector: MU and SK Hynix at world-class growth with basement valuations (fwd PE 4-9x), calls it the mispricing of the century.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "Thought $PLTR's Rule of 40, Score of 146 was high?\nYou haven't seen memory yet.\n\nSK Hynix: 270\n$MU:  265\n\nForward PE of 4x - 9x\nWorld class growth. Basement level valuations.\nThe Mispricing of the Century $DRAM $SNDK https://t.co/dEMMDuFDB9", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": -0.09957825489604055, "ret_signed_m1d": -0.09957825489604055, "alpha_spy_m1d": -0.0916198701547658, "alpha_c_m1d": -0.06915870636398924, "bench_spy_m1d": -0.007958384741274749, "bench_c_m1d": -0.03041954853205131, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.04122151537838992, "ret_signed_p1d": 0.04122151537838992, "alpha_spy_p1d": 0.027322115685615822, "alpha_c_p1d": -0.010568278185249858, "bench_spy_p1d": 0.013899399692774095, "bench_c_p1d": 0.051789793563639774, "ret_p1w": 0.19740706415660458, "ret_signed_p1w": 0.19740706415660458, "alpha_spy_p1w": 0.17749749027809814, "alpha_c_p1w": 0.12363485237048688, "bench_spy_p1w": 0.019909573878506448, "bench_c_p1w": 0.0737722117861177, "ret_p1m": 0.6863010398380709, "ret_signed_p1m": 0.6863010398380709, "alpha_spy_p1m": 0.6442020892068576, "alpha_c_p1m": 0.46588354297658974, "bench_spy_p1m": 0.04209895063121327, "bench_c_p1m": 0.22041749686148115, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.6863010398380709, "alpha_spy_stated": 0.6442020892068576, "alpha_c_stated": 0.46588354297658974, "price_path": [-0.4022, -0.3837, -0.4012, -0.4172, -0.3593, -0.3536, -0.3573, -0.3573, -0.3758, -0.3427, -0.3484, -0.3315, -0.3427, -0.3473, -0.3302, -0.3512, -0.3561, -0.3557, -0.4072, -0.3743, -0.3801, -0.4218, -0.3921, -0.3706, -0.3463, -0.3671, -0.3347, -0.3102, -0.2791, -0.2791, -0.3063, -0.3397, -0.3687, -0.3824, -0.4034, -0.445, -0.4423, -0.4973, -0.4723, -0.4254, -0.4279, -0.4279, -0.4099, -0.4102, -0.3647, -0.3416, -0.343, -0.3337, -0.2726, -0.2874, -0.2858, -0.2892, -0.2996, -0.2981, -0.2386, -0.2475, -0.2241, -0.1806, -0.2123, -0.1902, -0.1922, -0.1531, -0.0996, 0.0, 0.0412, 0.01, 0.1665, 0.2423, 0.1974, 0.2553, 0.2121, 0.1319, 0.0646, 0.0914, 0.1434, 0.1904, 0.1731, 0.1731, 0.3994, 0.4502, 0.4425, 0.5167, 0.6175, 0.6621, 0.6863, 0.5558, 0.3496, 0.4828, 0.4619, 0.3931, 0.5556, 0.5333, 0.6995, 0.5944, 0.6295, 0.7713, 0.7713, 0.8922, 0.6429, 0.6429, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2051633759108177980", "ticker_idx": 1, "ts": "2026-05-05T12:03:00+00:00", "symbol": "SK Hynix", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "SK Hynix: 270\n$MU: 265\nWorld class growth. Basement level valuations.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Strongly bullish memory sector: MU and SK Hynix at world-class growth with basement valuations (fwd PE 4-9x), calls it the mispricing of the century.", "resolved_tickers": ["000660.KS"], "resolution_method": "exchange_ticker", "resolution_reason": "SK Hynix KOSPI ticker 000660.KS", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "Thought $PLTR's Rule of 40, Score of 146 was high?\nYou haven't seen memory yet.\n\nSK Hynix: 270\n$MU:  265\n\nForward PE of 4x - 9x\nWorld class growth. Basement level valuations.\nThe Mispricing of the Century $DRAM $SNDK https://t.co/dEMMDuFDB9", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": -0.09618987683684477, "ret_signed_m1d": -0.09618987683684477, "alpha_spy_m1d": -0.08823149209557002, "alpha_c_m1d": -0.06577032830479346, "bench_spy_m1d": -0.007958384741274749, "bench_c_m1d": -0.03041954853205131, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.033104300148861565, "ret_signed_p1d": 0.033104300148861565, "alpha_spy_p1d": 0.01920490045608747, "alpha_c_p1d": -0.01868549341477821, "bench_spy_p1d": 0.013899399692774095, "bench_c_p1d": 0.051789793563639774, "ret_p1w": 0.23422856678337634, "ret_signed_p1w": 0.23422856678337634, "alpha_spy_p1w": 0.2143189929048699, "alpha_c_p1w": 0.16045635499725863, "bench_spy_p1w": 0.019909573878506448, "bench_c_p1w": 0.0737722117861177, "ret_p1m": 0.4355928797904147, "ret_signed_p1m": 0.4355928797904147, "alpha_spy_p1m": 0.39349392915920145, "alpha_c_p1m": 0.21517538292893357, "bench_spy_p1m": 0.04209895063121327, "bench_c_p1m": 0.22041749686148115, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.4355928797904147, "alpha_spy_stated": 0.39349392915920145, "alpha_c_stated": 0.21517538292893357, "price_path": [-0.4769, -0.447, -0.4538, -0.4638, -0.4464, -0.4514, -0.4514, -0.4514, -0.4514, -0.4426, -0.4083, -0.4071, -0.3734, -0.3653, -0.3136, -0.3373, -0.3373, -0.4135, -0.4697, -0.4122, -0.4229, -0.4778, -0.4141, -0.4035, -0.4191, -0.4316, -0.3916, -0.3941, -0.3404, -0.3673, -0.371, -0.4172, -0.3841, -0.3785, -0.4172, -0.4172, -0.4547, -0.4959, -0.4397, -0.4816, -0.4528, -0.4466, -0.4279, -0.3548, -0.3766, -0.3585, -0.3504, -0.3111, -0.2904, -0.2786, -0.2954, -0.2717, -0.2355, -0.2361, -0.2349, -0.2367, -0.193, -0.188, -0.1924, -0.1968, -0.1968, -0.0962, -0.0962, 0.0, 0.0331, 0.0531, 0.1743, 0.1462, 0.2342, 0.2305, 0.1362, 0.1493, 0.0899, 0.0899, 0.2117, 0.2124, 0.2124, 0.2817, 0.401, 0.43, 0.4575, 0.4762, 0.4743, 0.4743, 0.4356, 0.2932, 0.1938, 0.3837, 0.2794, 0.3125, 0.3431, 0.4293, 0.4881, 0.5749, 0.6774, 0.7267, 0.8235, 0.5961, 0.6118, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2051633759108177980", "ticker_idx": 2, "ts": "2026-05-05T12:03:00+00:00", "symbol": "SNDK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The Mispricing of the Century $DRAM $SNDK", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Strongly bullish memory sector: MU and SK Hynix at world-class growth with basement valuations (fwd PE 4-9x), calls it the mispricing of the century.", "resolved_tickers": ["SNDK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "quote", "lang": "en", "tweet_text": "Thought $PLTR's Rule of 40, Score of 146 was high?\nYou haven't seen memory yet.\n\nSK Hynix: 270\n$MU:  265\n\nForward PE of 4x - 9x\nWorld class growth. Basement level valuations.\nThe Mispricing of the Century $DRAM $SNDK https://t.co/dEMMDuFDB9", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": -0.10698842844014789, "ret_signed_m1d": -0.10698842844014789, "alpha_spy_m1d": -0.09903004369887314, "alpha_c_m1d": -0.0853740286172403, "bench_spy_m1d": -0.007958384741274749, "bench_c_m1d": -0.021614399822907582, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0026025615218965292, "ret_signed_p1d": 0.0026025615218965292, "alpha_spy_p1d": -0.011296838170877566, "alpha_c_p1d": -0.02396267672267549, "bench_spy_p1d": 0.013899399692774095, "bench_c_p1d": 0.02656523824457202, "ret_p1w": 0.032496213512991146, "ret_signed_p1w": 0.032496213512991146, "alpha_spy_p1w": 0.012586639634484698, "alpha_c_p1w": -0.025283214257305398, "bench_spy_p1w": 0.019909573878506448, "bench_c_p1w": 0.05777942777029654, "ret_p1m": 0.30233522238867816, "ret_signed_p1m": 0.30233522238867816, "alpha_spy_p1m": 0.2602362717574649, "alpha_c_p1m": 0.11758610323872154, "bench_spy_p1m": 0.04209895063121327, "bench_c_p1m": 0.18474911914995662, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.30233522238867816, "alpha_spy_stated": 0.2602362717574649, "alpha_c_stated": 0.11758610323872154, "price_path": [-0.5903, -0.5748, -0.5852, -0.6149, -0.5738, -0.5518, -0.5545, -0.5545, -0.58, -0.5731, -0.5584, -0.5378, -0.5261, -0.546, -0.5503, -0.5364, -0.5482, -0.5598, -0.598, -0.574, -0.5978, -0.625, -0.5814, -0.5599, -0.5339, -0.56, -0.5295, -0.4997, -0.4879, -0.4641, -0.451, -0.4953, -0.5005, -0.5005, -0.518, -0.5711, -0.5621, -0.5929, -0.5482, -0.5074, -0.5011, -0.5011, -0.4847, -0.4946, -0.4447, -0.3945, -0.3943, -0.3227, -0.3284, -0.3659, -0.3462, -0.3451, -0.3508, -0.3576, -0.3038, -0.337, -0.2961, -0.239, -0.2873, -0.2433, -0.2203, -0.156, -0.107, 0.0, 0.0026, -0.0472, 0.1109, 0.1004, 0.0325, 0.0291, -0.0168, 0.0009, -0.0521, -0.0164, -0.0098, 0.0966, 0.0515, 0.0515, 0.1303, 0.1306, 0.1673, 0.2053, 0.2525, 0.2205, 0.3023, 0.2513, 0.1088, 0.1676, 0.1708, 0.1685, 0.3379, 0.408, 0.4988, 0.4161, 0.3929, 0.5535, 0.5535, 0.6168, 0.3963, 0.3963, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2039873654830616812", "ticker_idx": 0, "ts": "2026-04-03T01:12:32+00:00", "symbol": "ONDS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$ONDS is going to benefit", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish ONDS: drone warfare proven in Ukraine/Iran conflicts will drive the company's growth.", "resolved_tickers": ["ONDS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@ColinHartl Hi Colin! Ukraine Iran have proven that drones are indeed the future of warfare. $ONDS is going to benefit.", "reply_text": null, "parent_text": "@TradexWhisperer This is a great thread. I'm trying to get In and stay in $ONDS.  I would like to see this list in a day or two.  Thanks for asking the question enjoy your weekend.", "quoted_text": null, "parent_author": "ColinHartl", "ret_m1d": 0.0084033529263976, "ret_signed_m1d": 0.0084033529263976, "alpha_spy_m1d": 0.013107960061055968, "alpha_c_m1d": 0.013107960061055968, "bench_spy_m1d": -0.004704607134658367, "bench_c_m1d": -0.004704607134658367, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0010503439838980277, "ret_signed_p1d": 0.0010503439838980277, "alpha_spy_p1d": 0.0006103434192707979, "alpha_c_p1d": 0.0006103434192707979, "bench_spy_p1d": 0.0004400005646272298, "bench_c_p1d": 0.0004400005646272298, "ret_p1w": -0.00525212062296565, "ret_signed_p1w": -0.00525212062296565, "alpha_spy_p1w": -0.04648559692088372, "alpha_c_p1w": -0.04648559692088372, "bench_spy_p1w": 0.04123347629791807, "bench_c_p1w": 0.04123347629791807, "ret_p1m": -0.019958038332095862, "ret_signed_p1m": -0.019958038332095862, "alpha_spy_p1m": -0.11836001348701553, "alpha_c_p1m": -0.11836001348701553, "bench_spy_p1m": 0.09840197515491966, "bench_c_p1m": 0.09840197515491966, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.019958038332095862, "alpha_spy_stated": -0.11836001348701553, "alpha_c_stated": -0.11836001348701553, "price_path": [0.2794, 0.4716, 0.438, 0.3855, 0.459, 0.4244, 0.3466, 0.2773, 0.2773, 0.3792, 0.3183, 0.3256, 0.2784, 0.1723, 0.2878, 0.2889, 0.1838, 0.0882, 0.1176, 0.1954, 0.0168, -0.1092, 0.0179, 0.0861, 0.0168, -0.0305, -0.0578, -0.0221, -0.0221, 0.0557, 0.1628, 0.1964, 0.0536, 0.0704, 0.0924, 0.0819, 0.0977, 0.0588, 0.1208, 0.0525, 0.104, 0.1019, 0.0326, 0.021, 0.0515, 0.0326, 0.0851, 0.0672, 0.1061, 0.1849, 0.1376, 0.1292, 0.0567, 0.145, 0.1218, 0.083, -0.0084, -0.0756, -0.1439, -0.0504, -0.0746, 0.0084, 0.0084, 0.0, 0.0011, -0.0074, -0.0399, -0.041, -0.0053, -0.0126, 0.0536, 0.0714, 0.0504, 0.1271, 0.1418, 0.1618, 0.1071, 0.1082, 0.1502, 0.1008, -0.0032, 0.0546, 0.084, 0.0221, -0.02, -0.0189, -0.0662, -0.0483, -0.0105, -0.0504, -0.0693, 0.1775, 0.1155, 0.0189, -0.0415, -0.0168, -0.0357, -0.0483, -0.0483, 0.0263, 0.1345, 0.3918, 0.3887, 0.4139, 0.4265, 0.2195, 0.2574, 0.0956, 0.0819, 0.0137, -0.0221, 0.0326, -0.02, -0.0011, -0.0326, -0.042, -0.0263, -0.0263, -0.0662, -0.104, -0.104, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2052614903635321312", "ticker_idx": 0, "ts": "2026-05-08T05:01:43+00:00", "symbol": "SNDK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$SNDK should've never gone that much if technicals are any indications or belief. yet valuations are cheap.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Dismisses technical shorts on SNDK; valuations are cheap, implying further upside.", "resolved_tickers": ["SNDK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@MaddenCapital \"Technicals\" makes them feel smart. Well then $SNDK should've never gone that much if technicals are any indications or belief. yet valuations are cheap.", "reply_text": null, "parent_text": "@TradexWhisperer and people keep trying to short this cause its gone up too much?", "quoted_text": null, "parent_author": "MaddenCapital", "ret_m1d": -0.14233778162747768, "ret_signed_m1d": -0.14233778162747768, "alpha_spy_m1d": -0.13414928960085637, "alpha_c_m1d": -0.1091221822548506, "bench_spy_m1d": -0.008188492026621308, "bench_c_m1d": -0.03321559937262708, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.00946010954715748, "ret_signed_p1d": -0.00946010954715748, "alpha_spy_p1d": -0.011737672589544945, "alpha_c_p1d": -0.02290580366980166, "bench_spy_p1d": 0.002277563042387465, "bench_c_p1d": 0.01344569412264418, "ret_p1w": -0.09903733108914514, "ret_signed_p1w": -0.09903733108914514, "alpha_spy_p1w": -0.10113868870055598, "alpha_c_p1w": -0.10325329776387726, "bench_spy_p1w": 0.0021013576114108368, "bench_c_p1w": 0.004215966674732119, "ret_p1m": 0.05098764412511314, "ret_signed_p1m": 0.05098764412511314, "alpha_spy_p1m": 0.04881859177185799, "alpha_c_p1m": 0.001648613837486046, "bench_spy_p1m": 0.002169052353255152, "bench_c_p1m": 0.049339030287627095, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.05098764412511314, "alpha_spy_stated": 0.04881859177185799, "alpha_c_stated": 0.001648613837486046, "price_path": [-0.6533, -0.6164, -0.5966, -0.599, -0.599, -0.622, -0.6157, -0.6025, -0.584, -0.5734, -0.5913, -0.5952, -0.5827, -0.5933, -0.6037, -0.6381, -0.6166, -0.638, -0.6625, -0.6232, -0.6039, -0.5805, -0.6039, -0.5765, -0.5496, -0.539, -0.5176, -0.5058, -0.5457, -0.5504, -0.5504, -0.5661, -0.6139, -0.6058, -0.6336, -0.5933, -0.5566, -0.5509, -0.5509, -0.5362, -0.545, -0.5002, -0.4549, -0.4548, -0.3903, -0.3955, -0.4292, -0.4115, -0.4105, -0.4156, -0.4217, -0.3733, -0.4032, -0.3664, -0.315, -0.3584, -0.3188, -0.2982, -0.2402, -0.1962, -0.0999, -0.0975, -0.1423, 0.0, -0.0095, -0.0706, -0.0737, -0.115, -0.099, -0.1468, -0.1146, -0.1087, -0.0129, -0.0535, -0.0535, 0.0174, 0.0177, 0.0508, 0.0849, 0.1274, 0.0986, 0.1723, 0.1263, -0.0019, 0.051, 0.0539, 0.0518, 0.2043, 0.2674, 0.3492, 0.2747, 0.2538, 0.3984, 0.3984, 0.4553, 0.2568, 0.2568, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2032653180442673474", "ticker_idx": 0, "ts": "2026-03-14T03:00:57+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "Demand will constantly outstrip supply.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish Micron; demand will persistently outstrip supply, keeping fundamentals favorable.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@maycellss A while. Demand will constantly outstrip supply.", "reply_text": null, "parent_text": "@TradexWhisperer micron not wasting any time on this\n\nwonder how long til new supply hits market", "quoted_text": null, "parent_author": "maycellss", "ret_m1d": -0.03546847335497094, "ret_signed_m1d": -0.03546847335497094, "alpha_spy_m1d": -0.025394133540871833, "alpha_c_m1d": -0.018739120616264038, "bench_spy_m1d": -0.01007433981409911, "bench_c_m1d": -0.016729352738706904, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.045020383429470456, "ret_signed_p1d": 0.045020383429470456, "alpha_spy_p1d": 0.04238983843836497, "alpha_c_p1d": 0.03750618929314964, "bench_spy_p1d": 0.002630544991105488, "bench_c_p1d": 0.0075141941363208176, "ret_p1w": -0.08476684429074977, "ret_signed_p1w": -0.08476684429074977, "alpha_spy_p1w": -0.06703941798397917, "alpha_c_p1w": -0.07826799176001509, "bench_spy_p1w": -0.0177274263067706, "bench_c_p1w": -0.006498852530734678, "ret_p1m": 0.05444914916034849, "ret_signed_p1m": 0.05444914916034849, "alpha_spy_p1m": 0.013604073054120036, "alpha_c_p1m": -0.09299191651914529, "bench_spy_p1m": 0.04084507610622845, "bench_c_p1m": 0.14744106567949378, "ret_p3m": 1.2550664879253932, "ret_signed_p3m": 1.2550664879253932, "alpha_spy_p3m": 1.1493241188170638, "alpha_c_p3m": 0.7079249580908438, "bench_spy_p3m": 0.10574236910832946, "bench_c_p3m": 0.5471415298345494, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.05444914916034849, "alpha_spy_stated": 0.013604073054120036, "alpha_c_stated": -0.09299191651914529, "price_path": [-0.4897, -0.4376, -0.3983, -0.3742, -0.3749, -0.3514, -0.3514, -0.3556, -0.3337, -0.3376, -0.354, -0.354, -0.2861, -0.2935, -0.2227, -0.2314, -0.2598, -0.2189, -0.2171, -0.2347, -0.2455, -0.238, -0.1789, -0.1789, -0.1738, -0.1193, -0.1001, -0.0954, -0.1193, -0.0714, -0.0148, -0.0136, -0.0609, -0.0091, -0.0506, -0.1412, -0.1333, -0.1066, -0.132, -0.1552, -0.0712, -0.063, -0.0682, -0.0682, -0.0951, -0.0472, -0.0553, -0.0309, -0.0471, -0.0538, -0.029, -0.0594, -0.0666, -0.0659, -0.1406, -0.0929, -0.1013, -0.1618, -0.1188, -0.0876, -0.0523, -0.0825, -0.0355, 0.0, 0.045, 0.0451, 0.0056, -0.0428, -0.0848, -0.1047, -0.1352, -0.1954, -0.1914, -0.2713, -0.235, -0.167, -0.1707, -0.1707, -0.1446, -0.145, -0.079, -0.0455, -0.0476, -0.0341, 0.0544, 0.0331, 0.0354, 0.0305, 0.0154, 0.0176, 0.1039, 0.0908, 0.1248, 0.1878, 0.1419, 0.174, 0.1711, 0.2278, 0.3053, 0.4497, 0.5094, 0.4642, 0.6911, 0.801, 0.7359, 0.8198, 0.7572, 0.6409, 0.5433, 0.5822, 0.6575, 0.7257, 0.7006, 0.7006, 1.0286, 1.1023, 1.0912, 1.1988, 1.3448, 1.4096, 1.4446, 1.2554, 0.9565, 1.1496, 1.1192, 1.0196, 1.2551, 1.2228, 1.4637, 1.3114, 1.3622, 1.5678, 1.5678, 1.7431, 1.3816, 1.3816, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2036981640472518705", "ticker_idx": 0, "ts": "2026-03-26T01:40:43+00:00", "symbol": "TSM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "TSMC All In", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Author goes all-in on TSMC as the universal beneficiary of every AI chip winner; also adds ARM as another catalyst.", "resolved_tickers": ["TSM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "Oh, and if $ARM AI Silicon wins, $TSM wins https://t.co/adF9czK3UQ", "reply_text": null, "parent_text": null, "quoted_text": "If $NVDA wins, $TSM wins\nIf $AVGO wins, $TSM wins\nIf $MU HBM wins, $TSM wins\nIf $SNDK HBF wins, $TSM wins\nIf $AMD AI chips win, $TSM wins\nIf $QCOM silicon win, $TSM wins\nIf $AAPL silicon win, $TSM wins\nIf hyperscalers ASIC wins, $TSM wins\n\nIs that clear enough? TSMC All In", "parent_author": null, "ret_m1d": 0.06635809663347869, "ret_signed_m1d": 0.06635809663347869, "alpha_spy_m1d": 0.04817463308445058, "alpha_c_m1d": 0.018621533114421496, "bench_spy_m1d": 0.01818346354902811, "bench_c_m1d": 0.047736563519057196, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0019319004165179177, "ret_signed_p1d": 0.0019319004165179177, "alpha_spy_p1d": 0.01898379457394317, "alpha_c_p1d": 0.019235745604153642, "bench_spy_p1d": -0.01705189415742525, "bench_c_p1d": -0.017303845187635725, "ret_p1w": 0.03964935763560762, "ret_signed_p1w": 0.03964935763560762, "alpha_spy_p1w": 0.023000518079986376, "alpha_c_p1w": 0.009505436049853877, "bench_spy_p1w": 0.016648839555621242, "bench_c_p1w": 0.03014392158575374, "ret_p1m": 0.2341235183737369, "ret_signed_p1m": 0.2341235183737369, "alpha_spy_p1m": 0.12739420449427796, "alpha_c_p1m": -0.09567379102461793, "bench_spy_p1m": 0.10672931387945894, "bench_c_p1m": 0.32979730939835483, "ret_p3m": 0.34130206298561916, "ret_signed_p3m": 0.34130206298561916, "alpha_spy_p3m": 0.20119776015719837, "alpha_c_p3m": -0.2920610127798544, "bench_spy_p3m": 0.1401043028284208, "bench_c_p3m": 0.6333630757654736, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.2341235183737369, "alpha_spy_stated": 0.12739420449427796, "alpha_c_stated": -0.09567379102461793, "price_path": [-0.0798, -0.0839, -0.0708, -0.0708, -0.0227, -0.0146, 0.0012, -0.0255, -0.0276, -0.0104, 0.0145, 0.0128, 0.0002, 0.0447, 0.047, 0.047, 0.0004, -0.0028, 0.001, 0.024, 0.0174, 0.0346, 0.0467, 0.0383, 0.0108, 0.0438, 0.0267, -0.0039, 0.0113, 0.0667, 0.0868, 0.1067, 0.1439, 0.1256, 0.1203, 0.1203, 0.1137, 0.1077, 0.102, 0.133, 0.1315, 0.1796, 0.1856, 0.1522, 0.1454, 0.1287, 0.0798, 0.093, 0.082, 0.0363, 0.0663, 0.0613, 0.0842, 0.0296, 0.0345, 0.0404, 0.0609, 0.0413, 0.0389, 0.0096, 0.0378, 0.0526, 0.0664, 0.0, 0.0019, -0.0295, 0.0363, 0.0472, 0.0396, 0.0396, 0.048, 0.0589, 0.122, 0.1208, 0.1364, 0.1333, 0.1649, 0.1502, 0.1142, 0.1361, 0.1231, 0.1287, 0.1881, 0.1734, 0.2341, 0.2419, 0.2031, 0.2077, 0.2145, 0.2194, 0.2315, 0.2094, 0.2864, 0.27, 0.2624, 0.2405, 0.2182, 0.226, 0.2809, 0.2399, 0.2142, 0.2039, 0.2315, 0.2485, 0.2404, 0.2404, 0.2644, 0.2963, 0.3028, 0.2832, 0.3358, 0.3698, 0.3391, 0.3643, 0.2731, 0.3088, 0.3122, 0.2534, 0.2942, 0.303, 0.3567, 0.3088, 0.3283, 0.4204, 0.4204, 0.4374, 0.3413, 0.3413, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2036981640472518705", "ticker_idx": 1, "ts": "2026-03-26T01:40:43+00:00", "symbol": "ARM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "if $ARM AI Silicon wins, $TSM wins", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Author goes all-in on TSMC as the universal beneficiary of every AI chip winner; also adds ARM as another catalyst.", "resolved_tickers": ["ARM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "Oh, and if $ARM AI Silicon wins, $TSM wins https://t.co/adF9czK3UQ", "reply_text": null, "parent_text": null, "quoted_text": "If $NVDA wins, $TSM wins\nIf $AVGO wins, $TSM wins\nIf $MU HBM wins, $TSM wins\nIf $SNDK HBF wins, $TSM wins\nIf $AMD AI chips win, $TSM wins\nIf $QCOM silicon win, $TSM wins\nIf $AAPL silicon win, $TSM wins\nIf hyperscalers ASIC wins, $TSM wins\n\nIs that clear enough? TSMC All In", "parent_author": null, "ret_m1d": 0.014664109998124175, "ret_signed_m1d": 0.014664109998124175, "alpha_spy_m1d": -0.0035193535509039364, "alpha_c_m1d": -0.03307245352093302, "bench_spy_m1d": 0.01818346354902811, "bench_c_m1d": 0.047736563519057196, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.06892763539143965, "ret_signed_p1d": -0.06892763539143965, "alpha_spy_p1d": -0.051875741234014394, "alpha_c_p1d": -0.05162379020380392, "bench_spy_p1d": -0.01705189415742525, "bench_c_p1d": -0.017303845187635725, "ret_p1w": -0.03675712098987349, "ret_signed_p1w": -0.03675712098987349, "alpha_spy_p1w": -0.053405960545494735, "alpha_c_p1w": -0.06690104257562723, "bench_spy_p1w": 0.016648839555621242, "bench_c_p1w": 0.03014392158575374, "ret_p1m": 0.5168604194412345, "ret_signed_p1m": 0.5168604194412345, "alpha_spy_p1m": 0.41013110556177557, "alpha_c_p1m": 0.18706311004287968, "bench_spy_p1m": 0.10672931387945894, "bench_c_p1m": 0.32979730939835483, "ret_p3m": 1.366860513083672, "ret_signed_p3m": 1.366860513083672, "alpha_spy_p3m": 1.2267562102552512, "alpha_c_p3m": 0.7334974373181984, "bench_spy_p3m": 0.1401043028284208, "bench_c_p3m": 0.6333630757654736, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.5168604194412345, "alpha_spy_stated": 0.41013110556177557, "alpha_c_stated": 0.18706311004287968, "price_path": [-0.2861, -0.2839, -0.2939, -0.2939, -0.2589, -0.2499, -0.2537, -0.2527, -0.2695, -0.2778, -0.282, -0.3034, -0.3218, -0.321, -0.3167, -0.3167, -0.3077, -0.2641, -0.23, -0.2502, -0.2589, -0.2579, -0.2897, -0.2995, -0.3194, -0.3092, -0.3246, -0.3224, -0.2837, -0.2009, -0.195, -0.1864, -0.1907, -0.2107, -0.1907, -0.1907, -0.1803, -0.178, -0.18, -0.1888, -0.2004, -0.1722, -0.149, -0.165, -0.1767, -0.1966, -0.2137, -0.1983, -0.2208, -0.2611, -0.2401, -0.2213, -0.2242, -0.2563, -0.2523, -0.2138, -0.1776, -0.1708, -0.1614, -0.145, -0.1157, -0.1282, 0.0147, 0.0, -0.0689, -0.1152, -0.0227, 0.0017, -0.0368, -0.0368, -0.039, -0.0707, -0.038, -0.0323, -0.0379, 0.018, 0.0415, 0.0293, 0.0486, 0.0771, 0.1311, 0.1337, 0.2698, 0.3218, 0.5169, 0.3946, 0.2833, 0.3029, 0.3587, 0.3642, 0.313, 0.3491, 0.5329, 0.378, 0.3777, 0.3737, 0.3432, 0.429, 0.4761, 0.3512, 0.3897, 0.4415, 0.6585, 0.9266, 0.98, 0.98, 1.0751, 0.9555, 1.1658, 1.2822, 1.6411, 1.6015, 1.6604, 1.5416, 1.2153, 1.2377, 1.0986, 0.986, 1.2108, 1.46, 1.6651, 1.5603, 1.7059, 1.8389, 1.8389, 1.6339, 1.3669, 1.3669, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2044636217573306789", "ticker_idx": 0, "ts": "2026-04-16T04:37:16+00:00", "symbol": "TSM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$2 Trillion Market Cap: Inevitable", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long TSM; $2T market cap called inevitable as the de facto semiconductor index and AI backbone.", "resolved_tickers": ["TSM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$TSM TSMC The Mother of All Semiconductors\n\nAI is born here https://t.co/0PMm3PQnlE", "reply_text": null, "parent_text": null, "quoted_text": "$TSM has become the de facto semiconductor index. It's now the proxy for the entire semiconductor industry.\n\n$2 Trillion Market Cap: Inevitable", "parent_author": null, "ret_m1d": 0.03233801422493787, "ret_signed_m1d": 0.03233801422493787, "alpha_spy_m1d": 0.03478933811687768, "alpha_c_m1d": 0.03629577113188864, "bench_spy_m1d": -0.002451323891939805, "bench_c_m1d": -0.003957756906950771, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.019678013138936246, "ret_signed_p1d": 0.019678013138936246, "alpha_spy_p1d": 0.007592327037292179, "alpha_c_p1d": -0.000902497240060196, "bench_spy_p1d": 0.012085686101644066, "bench_c_p1d": 0.02058051037899644, "ret_p1w": 0.05314437465878297, "ret_signed_p1w": 0.05314437465878297, "alpha_spy_p1w": 0.04346727910956494, "alpha_c_p1w": -0.006332360250146829, "bench_spy_p1w": 0.009677095549218029, "bench_c_p1w": 0.059476734908929796, "ret_p1m": 0.11283893879959783, "ret_signed_p1m": 0.11283893879959783, "alpha_spy_p1m": 0.0593799671224704, "alpha_c_p1m": -0.1104241258175509, "bench_spy_p1m": 0.05345897167712743, "bench_c_p1m": 0.22326306461714873, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.11283893879959783, "alpha_spy_stated": 0.0593799671224704, "alpha_c_stated": -0.1104241258175509, "price_path": [-0.0603, -0.1021, -0.105, -0.1016, -0.081, -0.0869, -0.0714, -0.0606, -0.0681, -0.0928, -0.0632, -0.0786, -0.106, -0.0923, -0.0426, -0.0246, -0.0068, 0.0267, 0.0102, 0.0055, 0.0055, -0.0005, -0.0058, -0.0109, 0.0169, 0.0156, 0.0587, 0.0641, 0.0341, 0.028, 0.013, -0.0309, -0.019, -0.0289, -0.0699, -0.043, -0.0474, -0.0269, -0.0759, -0.0715, -0.0663, -0.0478, -0.0654, -0.0676, -0.0939, -0.0685, -0.0553, -0.0429, -0.1025, -0.1008, -0.1289, -0.0699, -0.0602, -0.0669, -0.0669, -0.0594, -0.0496, 0.007, 0.0059, 0.02, 0.0171, 0.0455, 0.0323, 0.0, 0.0197, 0.008, 0.013, 0.0663, 0.0531, 0.1076, 0.1146, 0.0798, 0.0839, 0.09, 0.0945, 0.1053, 0.0855, 0.1545, 0.1398, 0.133, 0.1134, 0.0934, 0.1003, 0.1496, 0.1128, 0.0897, 0.0805, 0.1053, 0.1205, 0.1133, 0.1133, 0.1348, 0.1634, 0.1693, 0.1516, 0.1989, 0.2294, 0.2018, 0.2245, 0.1426, 0.1746, 0.1777, 0.1249, 0.1616, 0.1695, 0.2177, 0.1747, 0.1921, 0.2748, 0.2748, 0.2901, 0.2038, 0.2038, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2038854739270799621", "ticker_idx": 0, "ts": "2026-03-31T05:43:44+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Don't panic. Two prices. Two stories. This appears to be a short-term consumer-driven correction so far. Industrial/server demand remains sticky. Server-side HBM/DRAM supported by multi-year deals.", "tweet_type": "analysis", "timeline": "months", "summary": "Bullish MU: DDR5 retail softness is short-term consumer noise; contract prices, server/industrial demand, and HBM multi-year deals remain intact.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "$MU Don't panic. Two prices. Two stories.\n\nDDR5 retail prices are down. Contract prices are not. That is the only distinction that matters right now. This appears to be a short-term consumer-driven correction so far.\n\nDDR5 prices are still 408% above July 2025 levels despite the pullback.\n\nMajor suppliers (esp. Taiwan players) report no change and “no need for concern.”\n\nDDR4 capacity cuts are tightening supply.\n\nIndustrial/server demand remains sticky.\n\nServer-side HBM/DRAM supported by multi-year deals.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.04747812194764367, "ret_signed_m1d": -0.04747812194764367, "alpha_spy_m1d": -0.01923133011667899, "alpha_c_m1d": 0.006955877659623577, "bench_spy_m1d": -0.02824679183096468, "bench_c_m1d": -0.05443399960726725, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.08882906136315039, "ret_signed_p1d": 0.08882906136315039, "alpha_spy_p1d": 0.0812945699528469, "alpha_c_p1d": 0.0664764075795079, "bench_spy_p1d": 0.00753449141030349, "bench_c_p1d": 0.022352653783642484, "ret_p1w": 0.11762961953927165, "ret_signed_p1w": 0.11762961953927165, "alpha_spy_p1w": 0.10397532392882924, "alpha_c_p1w": 0.07459362511394341, "bench_spy_p1w": 0.013654295610442402, "bench_c_p1w": 0.04303599442532824, "ret_p1m": 0.5346318600303279, "ret_signed_p1m": 0.5346318600303279, "alpha_spy_p1m": 0.440465725223951, "alpha_c_p1m": 0.23160631353762473, "bench_spy_p1m": 0.09416613480637692, "bench_c_p1m": 0.3030255464927032, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.5346318600303279, "alpha_spy_stated": 0.440465725223951, "alpha_c_stated": 0.23160631353762473, "price_path": [-0.1555, -0.0668, -0.0764, 0.0161, 0.0046, -0.0324, 0.021, 0.0233, 0.0004, -0.0137, -0.004, 0.0733, 0.0733, 0.0799, 0.1513, 0.1763, 0.1825, 0.1512, 0.2138, 0.2879, 0.2894, 0.2275, 0.2953, 0.241, 0.1225, 0.1329, 0.1678, 0.1347, 0.1043, 0.2141, 0.2248, 0.218, 0.218, 0.1828, 0.2455, 0.2348, 0.2668, 0.2455, 0.2368, 0.2693, 0.2295, 0.2201, 0.221, 0.1234, 0.1858, 0.1748, 0.0956, 0.1519, 0.1927, 0.2388, 0.1993, 0.2608, 0.3072, 0.366, 0.3661, 0.3145, 0.2513, 0.1964, 0.1703, 0.1305, 0.0517, 0.0569, -0.0475, 0.0, 0.0888, 0.0841, 0.0841, 0.1182, 0.1176, 0.2039, 0.2477, 0.2449, 0.2626, 0.3783, 0.3504, 0.3534, 0.347, 0.3273, 0.3302, 0.4429, 0.4259, 0.4703, 0.5527, 0.4927, 0.5346, 0.5308, 0.6049, 0.7063, 0.895, 0.9731, 0.914, 1.2105, 1.3542, 1.2691, 1.3787, 1.297, 1.145, 1.0173, 1.0683, 1.1667, 1.2558, 1.2229, 1.2229, 1.6518, 1.7481, 1.7336, 1.8741, 2.0651, 2.1497, 2.1955, 1.9481, 1.5575, 1.8099, 1.7702, 1.6399, 1.9478, 1.9055, 2.2204, 2.0214, 2.0878, 2.3566, 2.3566, 2.5857, 2.1132, 2.1132, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2034139212069700066", "ticker_idx": 0, "ts": "2026-03-18T05:25:55+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU Custom HBM4E (C-HBM4E). Literally, the most important HBM transformation that nobody is talking about.", "tweet_type": "analysis", "timeline": "years", "summary": "Bullish MU on C-HBM4E architectural shift (2.5x perf, 2x power efficiency) driving decade-long GPU-memory integration; TSMC benefits as base-die partner.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU Custom HBM4E (C-HBM4E). Literally, the most important HBM transformation that nobody is talking about.\n\nHBM4E is already the next leap beyond HBM4. Faster. Denser. Built on a TSMC base die that acts as the foundation connecting all the DRAM stacks above it.\n\nC-HBM4E takes it further.\n\nHistorically the memory controller lived on the GPU. Custom HBM4E moves it directly into the base die. Shorter signal paths. Tighter integration. The GPU and memory are essentially one unit now.\n\n2.5x performance uplift vs previous generations.\n\n2x better power efficiency.\n\nMore complex to build. More expensive. But for hyperscalers running AI at scale, performance per watt is everything.\n\nThis is not an incremental update. It's a architectural shift in how memory and compute work together.\n\nThe collaborations between GPU and Memory companies will grow in the over the next decade and one day, we might actually have a GPU-in-Memory, a total and seamless integration.", "reply_text": null, "parent_text": null, "quoted_text": "Here's the P/E and P/S Ratio of $MU that enables AI GPUs with super fast High Bandwith Memory Cubes. Their HBM sales grew 50% sequentially and DRAM/NAND prices have bottomed. Micron intends to take at least 27% of the whole HBM market.\n\nForward P/E ratio: 10.41\nForward P/S ratio https://t.co/TSLBx04ENf", "parent_author": null, "ret_m1d": -8.668561804270336e-05, "ret_signed_m1d": -8.668561804270336e-05, "alpha_spy_m1d": -0.014237789607872364, "alpha_c_m1d": -0.008240701279861429, "bench_spy_m1d": 0.014151103989829661, "bench_c_m1d": 0.008154015661818725, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03781436926195425, "ret_signed_p1d": -0.03781436926195425, "alpha_spy_p1d": -0.03534998821864299, "alpha_c_p1d": -0.04098961745806673, "bench_spy_p1d": -0.002464381043311259, "bench_c_p1d": 0.003175248196112479, "ret_p1w": -0.17248176626542222, "ret_signed_p1w": -0.17248176626542222, "alpha_spy_p1w": -0.1682239948840989, "alpha_c_p1w": -0.18607176652821733, "bench_spy_p1w": -0.0042577713813233276, "bench_c_p1w": 0.01359000026279511, "ret_p1m": -0.009329977698455227, "ret_signed_p1m": -0.009329977698455227, "alpha_spy_p1m": -0.07304988226248144, "alpha_c_p1m": -0.1646122503637466, "bench_spy_p1m": 0.06371990456402621, "bench_c_p1m": 0.15528227266529138, "ret_p3m": 1.3573235395556194, "ret_signed_p3m": 1.3573235395556194, "alpha_spy_p3m": 1.2129976412346917, "alpha_c_p3m": 0.713561115408663, "bench_spy_p3m": 0.14432589832092768, "bench_c_p3m": 0.6437624241469564, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.4243, -0.4012, -0.4019, -0.3794, -0.3794, -0.3835, -0.3625, -0.3662, -0.3819, -0.3819, -0.3169, -0.324, -0.2562, -0.2646, -0.2918, -0.2526, -0.2509, -0.2677, -0.278, -0.2709, -0.2144, -0.2144, -0.2095, -0.1573, -0.1389, -0.1345, -0.1573, -0.1115, -0.0573, -0.0562, -0.1015, -0.0518, -0.0916, -0.1783, -0.1707, -0.1452, -0.1694, -0.1916, -0.1113, -0.1034, -0.1084, -0.1084, -0.1342, -0.0883, -0.0961, -0.0727, -0.0883, -0.0947, -0.0709, -0.1, -0.1069, -0.1063, -0.1777, -0.132, -0.1401, -0.198, -0.1568, -0.127, -0.0932, -0.1221, -0.0771, -0.0432, -0.0001, 0.0, -0.0378, -0.0841, -0.1243, -0.1434, -0.1725, -0.2302, -0.2263, -0.3028, -0.268, -0.203, -0.2065, -0.2065, -0.1815, -0.1819, -0.1187, -0.0867, -0.0887, -0.0758, 0.0089, -0.0115, -0.0093, -0.014, -0.0284, -0.0263, 0.0562, 0.0437, 0.0762, 0.1366, 0.0926, 0.1233, 0.1205, 0.1748, 0.249, 0.3871, 0.4443, 0.401, 0.6181, 0.7232, 0.6609, 0.7412, 0.6814, 0.5701, 0.4767, 0.5139, 0.586, 0.6512, 0.6272, 0.6272, 0.9411, 1.0116, 1.001, 1.1038, 1.2436, 1.3056, 1.3391, 1.158, 0.872, 1.0568, 1.0278, 0.9324, 1.1577, 1.1268, 1.3573, 1.2117, 1.2603, 1.457, 1.457, 1.6247, 1.2788, 1.2788, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2034139212069700066", "ticker_idx": 1, "ts": "2026-03-18T05:25:55+00:00", "symbol": "2330.TW", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Built on a TSMC base die that acts as the foundation connecting all the DRAM stacks above it.", "tweet_type": "analysis", "timeline": "years", "summary": "Bullish MU on C-HBM4E architectural shift (2.5x perf, 2x power efficiency) driving decade-long GPU-memory integration; TSMC benefits as base-die partner.", "resolved_tickers": ["2330.TW"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU Custom HBM4E (C-HBM4E). Literally, the most important HBM transformation that nobody is talking about.\n\nHBM4E is already the next leap beyond HBM4. Faster. Denser. Built on a TSMC base die that acts as the foundation connecting all the DRAM stacks above it.\n\nC-HBM4E takes it further.\n\nHistorically the memory controller lived on the GPU. Custom HBM4E moves it directly into the base die. Shorter signal paths. Tighter integration. The GPU and memory are essentially one unit now.\n\n2.5x performance uplift vs previous generations.\n\n2x better power efficiency.\n\nMore complex to build. More expensive. But for hyperscalers running AI at scale, performance per watt is everything.\n\nThis is not an incremental update. It's a architectural shift in how memory and compute work together.\n\nThe collaborations between GPU and Memory companies will grow in the over the next decade and one day, we might actually have a GPU-in-Memory, a total and seamless integration.", "reply_text": null, "parent_text": null, "quoted_text": "Here's the P/E and P/S Ratio of $MU that enables AI GPUs with super fast High Bandwith Memory Cubes. Their HBM sales grew 50% sequentially and DRAM/NAND prices have bottomed. Micron intends to take at least 27% of the whole HBM market.\n\nForward P/E ratio: 10.41\nForward P/S ratio https://t.co/TSLBx04ENf", "parent_author": null, "ret_m1d": -0.018372696329412075, "ret_signed_m1d": -0.018372696329412075, "alpha_spy_m1d": -0.032523800319241736, "alpha_c_m1d": -0.0265267119912308, "bench_spy_m1d": 0.014151103989829661, "bench_c_m1d": 0.008154015661818725, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.028871379946219022, "ret_signed_p1d": -0.028871379946219022, "alpha_spy_p1d": -0.026406998902907763, "alpha_c_p1d": -0.0320466281423315, "bench_spy_p1d": -0.002464381043311259, "bench_c_p1d": 0.003175248196112479, "ret_p1w": -0.03149605085042073, "ret_signed_p1w": -0.03149605085042073, "alpha_spy_p1w": -0.027238279469097404, "alpha_c_p1w": -0.04508605111321584, "bench_spy_p1w": -0.0042577713813233276, "bench_c_p1w": 0.01359000026279511, "ret_p1m": 0.09448821680111918, "ret_signed_p1m": 0.09448821680111918, "alpha_spy_p1m": 0.030768312237092976, "alpha_c_p1m": -0.06079405586417219, "bench_spy_p1m": 0.06371990456402621, "bench_c_p1m": 0.15528227266529138, "ret_p3m": 0.25004521583679296, "ret_signed_p3m": 0.25004521583679296, "alpha_spy_p3m": 0.10571931751586527, "alpha_c_p3m": -0.39371720831016344, "bench_spy_p3m": 0.14432589832092768, "bench_c_p3m": 0.6437624241469564, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.2518, -0.2335, -0.2204, -0.2178, -0.2178, -0.2099, -0.1995, -0.2047, -0.189, -0.189, -0.1707, -0.1262, -0.1079, -0.1236, -0.1184, -0.121, -0.1157, -0.1053, -0.1053, -0.1157, -0.0896, -0.0791, -0.0713, -0.0896, -0.0791, -0.0739, -0.0817, -0.0687, -0.0477, -0.0556, -0.0713, -0.0765, -0.0582, -0.066, -0.0765, -0.0687, -0.0503, -0.0163, 0.002, 0.002, 0.002, 0.002, 0.002, 0.002, 0.002, 0.002, -0.0059, 0.0281, 0.0543, 0.0438, 0.0438, 0.0334, 0.0124, -0.0242, -0.0059, -0.0111, -0.053, -0.032, 0.0151, -0.0137, -0.0242, -0.0346, -0.0184, 0.0, -0.0289, -0.0341, -0.0499, -0.0499, -0.0315, -0.0341, -0.0446, -0.0656, -0.0761, -0.0262, -0.0499, -0.0499, -0.0499, -0.0236, 0.0236, 0.0262, 0.0499, 0.0446, 0.0787, 0.0919, 0.0945, 0.0656, 0.063, 0.0761, 0.0761, 0.0919, 0.147, 0.189, 0.1627, 0.1444, 0.1207, 0.1207, 0.1942, 0.1811, 0.1811, 0.2126, 0.2021, 0.1732, 0.1837, 0.1654, 0.1916, 0.189, 0.1759, 0.1575, 0.147, 0.1706, 0.1837, 0.2126, 0.1916, 0.2073, 0.2047, 0.2362, 0.2362, 0.2493, 0.273, 0.252, 0.2415, 0.2047, 0.21, 0.1837, 0.1843, 0.2158, 0.25, 0.2632, 0.2553, 0.2685, 0.2685, 0.3211, 0.3106, 0.2579, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2039420347737653378", "ticker_idx": 0, "ts": "2026-04-01T19:11:16+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Agentic AI runs local and cloud, 24/7, never stops learning and working... That kind of workload doesn't just need chips. It needs context thus the memory. Lots of it. Persistently.", "tweet_type": "analysis", "timeline": "years", "summary": "Long memory (MU, SNDK) and TSM on Agentic AI infrastructure supercycle requiring persistent, large-scale memory; five-year buildout to dwarf last decade.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU $SNDK $TSM\n\nCalled the memory bottom in March 2025. Nobody cared. So did my Agentic AI callout with low impressions.\n\nAgentic AI runs local and cloud, 24/7, never stops learning and working.\n\nThe old AI model was simple. Train a model. Run inference. Done.\n\nAgentic AI breaks that model entirely. Agents learn on the job. They execute tasks, loop back, self-correct, and run again. Local and cloud. Around the clock.\n\nThat kind of workload doesn't just need chips. It needs context thus the memory. Lots of it. Persistently.\n\nFive years from now the infrastructure required to support global agent deployments will dwarf everything built in the last decade.", "reply_text": null, "parent_text": null, "quoted_text": "$MU $NVDA $TSM $SNDK \n\nLow impressions on my Agentic AI post.\n\nSame thing happened when I called the memory bottom. The crowd is always quiet before the move. Every major call I've made started with low impressions.\n\nWe are so early. The next big wave is coming.", "parent_author": null, "ret_m1d": -0.08158219183821347, "ret_signed_m1d": -0.08158219183821347, "alpha_spy_m1d": -0.07410404446505803, "alpha_c_m1d": -0.05971825506364048, "bench_spy_m1d": -0.0074781473731554415, "bench_c_m1d": -0.02186393677457299, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.004376827082850587, "ret_signed_p1d": -0.004376827082850587, "alpha_spy_p1d": -0.005277286614189469, "alpha_c_p1d": -0.005269768130444996, "bench_spy_p1d": 0.0009004595313388819, "bench_c_p1d": 0.0008929410475944088, "ret_p1w": 0.10569526773875171, "ret_signed_p1w": 0.10569526773875171, "alpha_spy_p1w": 0.07399688824838457, "alpha_c_p1w": 0.026735112342562317, "bench_spy_p1w": 0.031698379490367135, "bench_c_p1w": 0.07896015539618939, "ret_p1m": 0.40589904733887305, "ret_signed_p1m": 0.40589904733887305, "alpha_spy_p1m": 0.3091101073203857, "alpha_c_p1m": 0.11314705192433427, "bench_spy_p1m": 0.09678894001848737, "bench_c_p1m": 0.2927519954145388, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.1429, -0.1518, -0.0668, -0.0773, -0.1114, -0.0623, -0.0601, -0.0812, -0.0942, -0.0853, -0.0143, -0.0143, -0.0082, 0.0574, 0.0804, 0.086, 0.0573, 0.1148, 0.1828, 0.1842, 0.1274, 0.1897, 0.1398, 0.031, 0.0404, 0.0725, 0.0421, 0.0143, 0.115, 0.1249, 0.1186, 0.1186, 0.0863, 0.1439, 0.1341, 0.1635, 0.1439, 0.1359, 0.1657, 0.1292, 0.1206, 0.1214, 0.0317, 0.089, 0.0789, 0.0062, 0.0579, 0.0954, 0.1377, 0.1015, 0.1579, 0.2005, 0.2546, 0.2547, 0.2072, 0.1492, 0.0988, 0.0748, 0.0383, -0.0341, -0.0293, -0.1252, -0.0816, 0.0, -0.0044, -0.0044, 0.0269, 0.0265, 0.1057, 0.1459, 0.1434, 0.1596, 0.2659, 0.2403, 0.243, 0.2371, 0.219, 0.2216, 0.3252, 0.3096, 0.3503, 0.426, 0.3709, 0.4094, 0.4059, 0.474, 0.5671, 0.7404, 0.8121, 0.7579, 1.0302, 1.1621, 1.0839, 1.1847, 1.1096, 0.97, 0.8528, 0.8995, 0.9899, 1.0718, 1.0416, 1.0416, 1.4354, 1.5239, 1.5106, 1.6397, 1.815, 1.8928, 1.9348, 1.7076, 1.3488, 1.5806, 1.5442, 1.4246, 1.7073, 1.6685, 1.9577, 1.7749, 1.8359, 2.0828, 2.0828, 2.2931, 1.8592, 1.8592, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2039420347737653378", "ticker_idx": 1, "ts": "2026-04-01T19:11:16+00:00", "symbol": "SNDK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU $SNDK $TSM", "tweet_type": "analysis", "timeline": "years", "summary": "Long memory (MU, SNDK) and TSM on Agentic AI infrastructure supercycle requiring persistent, large-scale memory; five-year buildout to dwarf last decade.", "resolved_tickers": ["SNDK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU $SNDK $TSM\n\nCalled the memory bottom in March 2025. Nobody cared. So did my Agentic AI callout with low impressions.\n\nAgentic AI runs local and cloud, 24/7, never stops learning and working.\n\nThe old AI model was simple. Train a model. Run inference. Done.\n\nAgentic AI breaks that model entirely. Agents learn on the job. They execute tasks, loop back, self-correct, and run again. Local and cloud. Around the clock.\n\nThat kind of workload doesn't just need chips. It needs context thus the memory. Lots of it. Persistently.\n\nFive years from now the infrastructure required to support global agent deployments will dwarf everything built in the last decade.", "reply_text": null, "parent_text": null, "quoted_text": "$MU $NVDA $TSM $SNDK \n\nLow impressions on my Agentic AI post.\n\nSame thing happened when I called the memory bottom. The crowd is always quiet before the move. Every major call I've made started with low impressions.\n\nWe are so early. The next big wave is coming.", "parent_author": null, "ret_m1d": -0.08284606590066612, "ret_signed_m1d": -0.08284606590066612, "alpha_spy_m1d": -0.07536791852751068, "alpha_c_m1d": -0.06794718546539613, "bench_spy_m1d": -0.0074781473731554415, "bench_c_m1d": -0.01489888043526999, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.012790043215284763, "ret_signed_p1d": 0.012790043215284763, "alpha_spy_p1d": 0.011889583683945881, "alpha_c_p1d": 0.004784659412080394, "bench_spy_p1d": 0.0009004595313388819, "bench_c_p1d": 0.008005383803204369, "ret_p1w": 0.1272790934869752, "ret_signed_p1w": 0.1272790934869752, "alpha_spy_p1w": 0.09558071399660806, "alpha_c_p1w": 0.0770233560404634, "bench_spy_p1w": 0.031698379490367135, "bench_c_p1w": 0.050255737446511795, "ret_p1m": 0.5828822783498542, "ret_signed_p1m": 0.5828822783498542, "alpha_spy_p1m": 0.4860933383313668, "alpha_c_p1m": 0.40061261530636116, "bench_spy_p1m": 0.09678894001848737, "bench_c_p1m": 0.182269663043493, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.6027, -0.6043, -0.4953, -0.4896, -0.5171, -0.4552, -0.4381, -0.4373, -0.4402, -0.4092, -0.4029, -0.4029, -0.3459, -0.2764, -0.2733, -0.316, -0.3204, -0.305, -0.2383, -0.2215, -0.1681, -0.0397, 0.004, -0.1562, -0.1682, -0.1368, -0.1578, -0.2181, -0.1348, -0.0901, -0.0955, -0.0955, -0.1474, -0.1333, -0.1034, -0.0617, -0.0379, -0.0783, -0.0871, -0.0589, -0.0828, -0.1063, -0.1838, -0.1352, -0.1835, -0.2388, -0.1501, -0.1066, -0.0538, -0.1067, -0.0449, 0.0157, 0.0396, 0.088, 0.1146, 0.0245, 0.0141, 0.0141, -0.0215, -0.1293, -0.111, -0.1736, -0.0828, 0.0, 0.0128, 0.0128, 0.046, 0.0261, 0.1273, 0.2293, 0.2296, 0.375, 0.3634, 0.2873, 0.3273, 0.3295, 0.318, 0.3042, 0.4134, 0.346, 0.429, 0.5449, 0.447, 0.5363, 0.5829, 0.7135, 0.8129, 1.0301, 1.0354, 0.9343, 1.2553, 1.234, 1.0961, 1.0892, 0.996, 1.032, 0.9243, 0.9969, 1.0102, 1.2263, 1.1346, 1.1346, 1.2946, 1.2952, 1.3698, 1.4468, 1.5427, 1.4777, 1.6439, 1.5402, 1.251, 1.3703, 1.3769, 1.3721, 1.7161, 1.8584, 2.0428, 1.8749, 1.8277, 2.1538, 2.1538, 2.2823, 1.8346, 1.8346, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2039420347737653378", "ticker_idx": 2, "ts": "2026-04-01T19:11:16+00:00", "symbol": "TSM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU $SNDK $TSM", "tweet_type": "analysis", "timeline": "years", "summary": "Long memory (MU, SNDK) and TSM on Agentic AI infrastructure supercycle requiring persistent, large-scale memory; five-year buildout to dwarf last decade.", "resolved_tickers": ["TSM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU $SNDK $TSM\n\nCalled the memory bottom in March 2025. Nobody cared. So did my Agentic AI callout with low impressions.\n\nAgentic AI runs local and cloud, 24/7, never stops learning and working.\n\nThe old AI model was simple. Train a model. Run inference. Done.\n\nAgentic AI breaks that model entirely. Agents learn on the job. They execute tasks, loop back, self-correct, and run again. Local and cloud. Around the clock.\n\nThat kind of workload doesn't just need chips. It needs context thus the memory. Lots of it. Persistently.\n\nFive years from now the infrastructure required to support global agent deployments will dwarf everything built in the last decade.", "reply_text": null, "parent_text": null, "quoted_text": "$MU $NVDA $TSM $SNDK \n\nLow impressions on my Agentic AI post.\n\nSame thing happened when I called the memory bottom. The crowd is always quiet before the move. Every major call I've made started with low impressions.\n\nWe are so early. The next big wave is coming.", "parent_author": null, "ret_m1d": -0.010366273132804249, "ret_signed_m1d": -0.010366273132804249, "alpha_spy_m1d": -0.0028881257596488075, "alpha_c_m1d": 0.01149766364176874, "bench_spy_m1d": -0.0074781473731554415, "bench_c_m1d": -0.02186393677457299, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.007174349235923305, "ret_signed_p1d": -0.007174349235923305, "alpha_spy_p1d": -0.008074808767262187, "alpha_c_p1d": -0.008067290283517714, "bench_spy_p1d": 0.0009004595313388819, "bench_c_p1d": 0.0008929410475944088, "ret_p1w": 0.07148085777244306, "ret_signed_p1w": 0.07148085777244306, "alpha_spy_p1w": 0.03978247828207593, "alpha_c_p1w": -0.007479297623746328, "bench_spy_p1w": 0.031698379490367135, "bench_c_p1w": 0.07896015539618939, "ret_p1m": 0.15979970977624114, "ret_signed_p1m": 0.15979970977624114, "alpha_spy_p1m": 0.06301076975775377, "alpha_c_p1m": -0.13295228563829764, "bench_spy_p1m": 0.09678894001848737, "bench_c_p1m": 0.2927519954145388, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.0667, -0.059, -0.0439, -0.0694, -0.0714, -0.055, -0.0312, -0.0328, -0.0448, -0.0024, -0.0002, -0.0002, -0.0447, -0.0477, -0.044, -0.0221, -0.0284, -0.012, -0.0004, -0.0085, -0.0347, -0.0032, -0.0196, -0.0488, -0.0342, 0.0187, 0.0378, 0.0568, 0.0924, 0.0749, 0.0698, 0.0698, 0.0635, 0.0578, 0.0524, 0.082, 0.0806, 0.1264, 0.1322, 0.1003, 0.0938, 0.0778, 0.0312, 0.0438, 0.0333, -0.0104, 0.0182, 0.0135, 0.0354, -0.0168, -0.0121, -0.0065, 0.0131, -0.0056, -0.0079, -0.0359, -0.0089, 0.0052, 0.0183, -0.045, -0.0432, -0.0732, -0.0104, 0.0, -0.0072, -0.0072, 0.0008, 0.0112, 0.0715, 0.0703, 0.0852, 0.0822, 0.1124, 0.0984, 0.064, 0.085, 0.0725, 0.0779, 0.1346, 0.1206, 0.1785, 0.1859, 0.1489, 0.1533, 0.1598, 0.1645, 0.1761, 0.155, 0.2284, 0.2128, 0.2055, 0.1846, 0.1634, 0.1708, 0.2232, 0.1841, 0.1595, 0.1497, 0.1761, 0.1923, 0.1846, 0.1846, 0.2074, 0.2379, 0.2441, 0.2254, 0.2757, 0.3081, 0.2788, 0.3029, 0.2158, 0.2498, 0.2531, 0.197, 0.2359, 0.2443, 0.2956, 0.2499, 0.2684, 0.3564, 0.3564, 0.3727, 0.2809, 0.2809, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2046422211138073022", "ticker_idx": 0, "ts": "2026-04-21T02:54:10+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Still think this is cyclical? Look at the chart. Rubin Ultra is 12.8x the H100 in HBM. 3.2x normalized per die. $100B TAM by 2028 is starting to look conservative.", "tweet_type": "analysis", "timeline": "years", "summary": "Bullish MU: HBM TAM $100B by 2028 looks conservative given Rubin Ultra's 12.8x H100 demand; AI inference structurally changes the cycle narrative.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU $DRAM Still think this is cyclical? Look at the chart.\n\nRubin Ultra is 12.8x the H100 in HBM. 3.2x normalized per die. $100B TAM by 2028 is starting to look conservative.\n\nAI Inference is cooking something you have never seen before. What's next, 5TB HBM per unit? https://t.co/AwcckVv3FF", "reply_text": null, "parent_text": null, "quoted_text": "$MU Holy Shit\n\nMicron Profit >> Amazon's by 2027 https://t.co/gW0gnoP4X1", "parent_author": null, "ret_m1d": -0.002136257609700376, "ret_signed_m1d": -0.002136257609700376, "alpha_spy_m1d": -0.008726294725102335, "alpha_c_m1d": -0.0006297534959091022, "bench_spy_m1d": 0.006590037115401959, "bench_c_m1d": -0.0015065041137912738, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.08478349212144232, "ret_signed_p1d": 0.08478349212144232, "alpha_spy_p1d": 0.07465678002632337, "alpha_c_p1d": 0.05859233554622301, "bench_spy_p1d": 0.01012671209511895, "bench_c_p1d": 0.02619115657521931, "ret_p1w": 0.12219058050085829, "ret_signed_p1w": 0.12219058050085829, "alpha_spy_p1w": 0.11138222434248712, "alpha_c_p1w": 0.06505205430165617, "bench_spy_p1w": 0.010808356158371168, "bench_c_p1w": 0.05713852619920212, "ret_p1m": 0.6288886516552075, "ret_signed_p1m": 0.6288886516552075, "alpha_spy_p1m": 0.5760963923088922, "alpha_c_p1m": 0.41367759691777484, "bench_spy_p1m": 0.05279225934631526, "bench_c_p1m": 0.21521105473743263, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.1156, -0.111, -0.1345, -0.0875, -0.0318, -0.0306, -0.0772, -0.0262, -0.067, -0.1561, -0.1483, -0.1221, -0.147, -0.1698, -0.0873, -0.0792, -0.0843, -0.0843, -0.1107, -0.0637, -0.0717, -0.0476, -0.0636, -0.0702, -0.0458, -0.0756, -0.0827, -0.0821, -0.1555, -0.1085, -0.1168, -0.1763, -0.134, -0.1033, -0.0687, -0.0984, -0.0521, -0.0173, 0.027, 0.0271, -0.0118, -0.0593, -0.1006, -0.1202, -0.1501, -0.2093, -0.2054, -0.2839, -0.2482, -0.1814, -0.185, -0.185, -0.1594, -0.1598, -0.0949, -0.062, -0.0641, -0.0508, 0.0362, 0.0152, 0.0175, 0.0127, -0.0021, 0.0, 0.0848, 0.072, 0.1053, 0.1673, 0.1222, 0.1537, 0.1508, 0.2066, 0.2828, 0.4246, 0.4834, 0.4389, 0.6619, 0.7698, 0.7059, 0.7883, 0.7268, 0.6126, 0.5166, 0.5549, 0.6289, 0.6959, 0.6712, 0.6712, 0.9936, 1.066, 1.0551, 1.1608, 1.3043, 1.3679, 1.4024, 1.2164, 0.9227, 1.1124, 1.0826, 0.9847, 1.2161, 1.1844, 1.4211, 1.2715, 1.3214, 1.5235, 1.5235, 1.6957, 1.3405, 1.3405, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2042408037944869250", "ticker_idx": 0, "ts": "2026-04-10T01:03:17+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Palantir excels at horizontal, cross-silo unification. Its Ontology acts as a flexible \"operating system\"... Customers get their efficiency and revenue metrics clearly improved after adopting Palantir's ecosystem", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish Palantir: unique cross-silo ontology OS differentiates it from SAP/Salesforce, with measurable customer ROI driving durable growth in government and commercial.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "reply_other", "lang": "en", "tweet_text": "Palantir excels at horizontal, cross-silo unification. Its Ontology acts as a flexible \"operating system\" that sits on top of (or alongside) SAP, Salesforce, legacy systems, sensors, etc. It shines in complex, messy environments where data ownership barriers and multi-system coordination matter most \n\nMore importantly Palantir's revenue is customer's output driven. Customers get their efficiency and revenue metrics clearly improved after adopting Palantir's ecosystem, especially in government/military and increasingly in commercial via Ontology-powered actions", "reply_text": null, "parent_text": "@TradexWhisperer Can the framework that views ontology as an AI enabler be understood as similarly applicable to companies like SAP and Salesforce, in the sense that they are also infrastructure providers prepared to integrate AI into enterprise organizational processes?", "quoted_text": null, "parent_author": "iammoai1", "ret_m1d": 0.018975542565182968, "ret_signed_m1d": 0.018975542565182968, "alpha_spy_m1d": 0.018313328901895076, "alpha_c_m1d": 0.018313328901895076, "bench_spy_m1d": 0.0006622136632878917, "bench_c_m1d": 0.0006622136632878917, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03365608028082079, "ret_signed_p1d": 0.03365608028082079, "alpha_spy_p1d": 0.023883633034339047, "alpha_c_p1d": 0.023883633034339047, "bench_spy_p1d": 0.009772447246481741, "bench_c_p1d": 0.009772447246481741, "ret_p1w": 0.14313604701318083, "ret_signed_p1w": 0.14313604701318083, "alpha_spy_p1w": 0.09798249548826576, "alpha_c_p1w": 0.09798249548826576, "bench_spy_p1w": 0.04515355152491507, "bench_c_p1w": 0.04515355152491507, "ret_p1m": 0.06895206933776898, "ret_signed_p1m": 0.06895206933776898, "alpha_spy_p1m": -0.019117844862647893, "alpha_c_p1m": -0.019117844862647893, "bench_spy_p1m": 0.08806991420041688, "bench_c_p1m": 0.08806991420041688, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.06895206933776898, "alpha_spy_stated": -0.019117844862647893, "alpha_c_stated": -0.019117844862647893, "price_path": [0.3975, 0.3931, 0.3827, 0.335, 0.335, 0.316, 0.291, 0.2955, 0.3244, 0.3077, 0.2939, 0.2287, 0.1859, 0.1447, 0.1538, 0.2329, 0.0896, 0.0152, 0.0612, 0.116, 0.0894, 0.0595, 0.0084, 0.0262, 0.0262, 0.0387, 0.0572, 0.0533, 0.0561, 0.0198, 0.0061, 0.0479, 0.0615, 0.0713, 0.1336, 0.1496, 0.1962, 0.1922, 0.2272, 0.2215, 0.1802, 0.1838, 0.1987, 0.1787, 0.1926, 0.211, 0.193, 0.2157, 0.1766, 0.256, 0.2087, 0.2101, 0.1523, 0.1171, 0.0741, 0.1423, 0.1439, 0.1593, 0.1593, 0.1552, 0.1719, 0.0992, 0.019, 0.0, 0.0337, 0.0597, 0.11, 0.1148, 0.1431, 0.1392, 0.1399, 0.1918, 0.1055, 0.1174, 0.1174, 0.1025, 0.0774, 0.0863, 0.125, 0.1403, 0.0613, 0.0447, 0.0702, 0.0761, 0.069, 0.062, 0.0155, 0.0443, 0.0463, 0.0553, 0.0562, 0.071, 0.0731, 0.0689, 0.0689, 0.0667, 0.0347, 0.1193, 0.2224, 0.2545, 0.1883, 0.1104, 0.1065, 0.0583, 0.0657, 0.0313, 0.0168, 0.0236, -0.0005, 0.0519, 0.0405, 0.0201, 0.0032, 0.0032, -0.0668, -0.0887, -0.0887, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2035749880199880979", "ticker_idx": 0, "ts": "2026-03-22T16:06:08+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Physical AI is the next wave underwriting memory demand. We're early.", "tweet_type": "analysis", "timeline": "quarters", "summary": "Long MU and NVDA: robot/AV compute will drive a 19x DRAM surge per unit; Physical AI is the next memory demand wave and still early.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU $NVDA\n\nL4 autonomous vehicles require 300GB of DRAM. The average L2 ADAS car has 16GB.\n\nThat's a 19x jump per vehicle.\n\nRobots will demand the same compute as a high-end L4 automobile.\n\nPhysical AI is the next wave underwriting memory demand. We're early.", "reply_text": null, "parent_text": null, "quoted_text": "JASON: “Elon seems to think we're gonna have one robot for every human.”\n\nJENSEN HUANG: “I'm hoping more … We're millions of people short in labor today. We're actually really desperately in need of robotics. All of these companies could grow more if they had more labor.” https://t.co/tpWYctGAaz", "parent_author": null, "ret_m1d": 0.04587608576961788, "ret_signed_m1d": 0.04587608576961788, "alpha_spy_m1d": 0.05626697277273662, "alpha_c_m1d": 0.06279144596220554, "bench_spy_m1d": -0.010390887003118743, "bench_c_m1d": -0.01691536019258766, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.021812755900196712, "ret_signed_p1d": -0.021812755900196712, "alpha_spy_p1d": -0.018455941423019206, "alpha_c_p1d": -0.030066054927246122, "bench_spy_p1d": -0.0033568144771775055, "bench_c_p1d": 0.00825329902704941, "ret_p1w": -0.2038205167448306, "ret_signed_p1w": -0.2038205167448306, "alpha_spy_p1w": -0.168100768924211, "alpha_c_p1w": -0.13015435860051405, "bench_spy_p1w": -0.035719747820619596, "bench_c_p1w": -0.07366615814431654, "ret_p1m": 0.11183080685194713, "ret_signed_p1m": 0.11183080685194713, "alpha_spy_p1m": 0.037522725007372415, "alpha_c_p1m": -0.07546483157337813, "bench_spy_p1m": 0.07430808184457471, "bench_c_p1m": 0.18729563842532526, "ret_p3m": 1.8056544396831904, "ret_signed_p3m": 1.8056544396831904, "alpha_spy_p3m": 1.6633190446926047, "alpha_c_p3m": 1.119534167857148, "bench_spy_p3m": 0.14233539499058567, "bench_c_p3m": 0.6861202718260424, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": 1.8056544396831904, "alpha_spy_stated": 1.6633190446926047, "alpha_c_stated": 1.119534167857148, "price_path": [-0.2913, -0.2913, -0.296, -0.272, -0.2763, -0.2942, -0.2942, -0.2199, -0.228, -0.1507, -0.1603, -0.1912, -0.1466, -0.1446, -0.1638, -0.1756, -0.1675, -0.1029, -0.1029, -0.0973, -0.0377, -0.0167, -0.0116, -0.0377, 0.0146, 0.0765, 0.0778, 0.026, 0.0827, 0.0373, -0.0617, -0.0531, -0.0239, -0.0516, -0.0769, 0.0148, 0.0238, 0.0181, 0.0181, -0.0113, 0.0411, 0.0322, 0.0589, 0.0411, 0.0338, 0.061, 0.0277, 0.0198, 0.0206, -0.061, -0.0089, -0.0181, -0.0842, -0.0372, -0.0031, 0.0355, 0.0025, 0.0539, 0.0926, 0.1418, 0.1419, 0.0987, 0.0459, 0.0, -0.0218, -0.0551, -0.1209, -0.1166, -0.2038, -0.1641, -0.0899, -0.0939, -0.0939, -0.0654, -0.0658, 0.0063, 0.0429, 0.0406, 0.0554, 0.1521, 0.1288, 0.1313, 0.1259, 0.1095, 0.1118, 0.2061, 0.1918, 0.229, 0.2978, 0.2477, 0.2827, 0.2795, 0.3415, 0.4262, 0.5839, 0.6492, 0.5999, 0.8477, 0.9678, 0.8966, 0.9883, 0.92, 0.7929, 0.6862, 0.7288, 0.811, 0.8855, 0.8581, 0.8581, 1.2165, 1.297, 1.2849, 1.4024, 1.562, 1.6327, 1.671, 1.4642, 1.1377, 1.3487, 1.3155, 1.2066, 1.4639, 1.4286, 1.6918, 1.5255, 1.581, 1.8057, 1.8057, 1.9971, 1.6022, 1.6022, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2035749880199880979", "ticker_idx": 1, "ts": "2026-03-22T16:06:08+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Physical AI is the next wave underwriting memory demand. We're early.", "tweet_type": "analysis", "timeline": "quarters", "summary": "Long MU and NVDA: robot/AV compute will drive a 19x DRAM surge per unit; Physical AI is the next memory demand wave and still early.", "resolved_tickers": ["NVDA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU $NVDA\n\nL4 autonomous vehicles require 300GB of DRAM. The average L2 ADAS car has 16GB.\n\nThat's a 19x jump per vehicle.\n\nRobots will demand the same compute as a high-end L4 automobile.\n\nPhysical AI is the next wave underwriting memory demand. We're early.", "reply_text": null, "parent_text": null, "quoted_text": "JASON: “Elon seems to think we're gonna have one robot for every human.”\n\nJENSEN HUANG: “I'm hoping more … We're millions of people short in labor today. We're actually really desperately in need of robotics. All of these companies could grow more if they had more labor.” https://t.co/tpWYctGAaz", "parent_author": null, "ret_m1d": -0.016738823917839096, "ret_signed_m1d": -0.016738823917839096, "alpha_spy_m1d": -0.0063479369147203535, "alpha_c_m1d": 0.00017653627474856215, "bench_spy_m1d": -0.010390887003118743, "bench_c_m1d": -0.01691536019258766, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.00250518750288653, "ret_signed_p1d": -0.00250518750288653, "alpha_spy_p1d": 0.0008516269742909754, "alpha_c_p1d": -0.01075848652993594, "bench_spy_p1d": -0.0033568144771775055, "bench_c_p1d": 0.00825329902704941, "ret_p1w": -0.059610555238719054, "ret_signed_p1w": -0.059610555238719054, "alpha_spy_p1w": -0.023890807418099458, "alpha_c_p1w": 0.014055602905597486, "bench_spy_p1w": -0.035719747820619596, "bench_c_p1w": -0.07366615814431654, "ret_p1m": 0.13800962535431016, "ret_signed_p1m": 0.13800962535431016, "alpha_spy_p1m": 0.06370154350973545, "alpha_c_p1m": -0.0492860130710151, "bench_spy_p1m": 0.07430808184457471, "bench_c_p1m": 0.18729563842532526, "ret_p3m": 0.20095399432721117, "ret_signed_p3m": 0.20095399432721117, "alpha_spy_p3m": 0.0586185993366255, "alpha_c_p3m": -0.48516627749883123, "bench_spy_p3m": 0.14233539499058567, "bench_c_p3m": 0.6861202718260424, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": 0.20095399432721117, "alpha_spy_stated": 0.0586185993366255, "alpha_c_stated": -0.48516627749883123, "price_path": [0.0738, 0.0738, 0.0847, 0.0716, 0.0677, 0.0618, 0.0618, 0.0752, 0.071, 0.066, 0.0766, 0.0535, 0.0524, 0.0529, 0.0578, 0.0426, 0.0649, 0.0602, 0.0602, 0.0138, 0.0437, 0.0523, 0.0684, 0.0616, 0.0733, 0.0904, 0.096, 0.0881, 0.0567, 0.0267, -0.0083, -0.0215, 0.0556, 0.0819, 0.0734, 0.082, 0.0643, 0.0408, 0.0408, 0.0531, 0.0702, 0.0697, 0.0807, 0.0905, 0.0979, 0.1134, 0.0526, 0.0088, 0.0389, 0.0251, 0.0421, 0.0438, 0.0124, 0.0399, 0.0519, 0.0592, 0.0427, 0.0262, 0.0432, 0.0358, 0.0271, 0.0166, -0.0167, 0.0, -0.0025, 0.0173, -0.0251, -0.0462, -0.0596, -0.0071, 0.0006, 0.01, 0.01, 0.0114, 0.014, 0.0367, 0.0471, 0.074, 0.0778, 0.1188, 0.1323, 0.1293, 0.1483, 0.1504, 0.138, 0.1529, 0.1366, 0.1858, 0.2333, 0.2137, 0.1914, 0.1362, 0.1299, 0.13, 0.1188, 0.1833, 0.2042, 0.2252, 0.2494, 0.257, 0.2858, 0.3422, 0.2829, 0.2658, 0.256, 0.2723, 0.2498, 0.226, 0.226, 0.2233, 0.2104, 0.2198, 0.2021, 0.2774, 0.2686, 0.2227, 0.2464, 0.1691, 0.1893, 0.1867, 0.1424, 0.1678, 0.1696, 0.211, 0.1823, 0.1665, 0.201, 0.201, 0.1893, 0.1402, 0.1402, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2051841647823221031", "ticker_idx": 0, "ts": "2026-05-06T01:49:04+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The market is still pricing $MU as a commodity memory company. AI is rewriting the demand structure again. You know what follows.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish MU: market underprices AI-driven demand shift in memory, analogous to NVDA's re-rating from gaming to AI.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "The market priced $NVDA as a gaming GPU company but AI rewrote the demand structure → $4 Trillion followed.\n\nThe market is still pricing $MU as a commodity memory company. AI is rewriting the demand structure again. You know what follows.\n\nHistory is rhyming $DRAM", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.03958957317877698, "ret_signed_m1d": -0.03958957317877698, "alpha_spy_m1d": -0.025880718338754605, "alpha_c_m1d": 0.009650107487991222, "bench_spy_m1d": -0.013708854840022378, "bench_c_m1d": -0.049239680666768204, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.02994347525241936, "ret_signed_p1d": -0.02994347525241936, "alpha_spy_p1d": -0.02687739283334878, "alpha_c_p1d": -0.01237210955085477, "bench_spy_p1d": -0.0030660824190705815, "bench_c_p1d": -0.01757136570156459, "ret_p1w": 0.2055836008735501, "ret_signed_p1w": 0.2055836008735501, "alpha_spy_p1w": 0.19402781650213985, "alpha_c_p1w": 0.16429283435033804, "bench_spy_p1w": 0.01155578437141025, "bench_c_p1w": 0.041290766523212064, "ret_p1m": 0.49417176956347486, "ret_signed_p1m": 0.49417176956347486, "alpha_spy_p1m": 0.4624750199493932, "alpha_c_p1m": 0.35271000779508954, "bench_spy_p1m": 0.03169674961408164, "bench_c_p1m": 0.14146176176838532, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.49417176956347486, "alpha_spy_stated": 0.4624750199493932, "alpha_c_stated": 0.35271000779508954, "price_path": [-0.4081, -0.4249, -0.4403, -0.3847, -0.3792, -0.3827, -0.3827, -0.4005, -0.3688, -0.3742, -0.3579, -0.3687, -0.3732, -0.3567, -0.3769, -0.3816, -0.3812, -0.4307, -0.399, -0.4046, -0.4447, -0.4162, -0.3955, -0.3722, -0.3922, -0.361, -0.3375, -0.3077, -0.3076, -0.3338, -0.3658, -0.3937, -0.4069, -0.427, -0.467, -0.4643, -0.5172, -0.4932, -0.4482, -0.4506, -0.4506, -0.4333, -0.4336, -0.3898, -0.3677, -0.369, -0.3601, -0.3014, -0.3156, -0.3141, -0.3173, -0.3273, -0.3259, -0.2687, -0.2773, -0.2548, -0.2131, -0.2435, -0.2222, -0.2242, -0.1866, -0.1352, -0.0396, 0.0, -0.0299, 0.1203, 0.1931, 0.15, 0.2056, 0.1641, 0.0871, 0.0224, 0.0482, 0.0981, 0.1433, 0.1266, 0.1266, 0.344, 0.3928, 0.3854, 0.4567, 0.5534, 0.5963, 0.6195, 0.4942, 0.2962, 0.4241, 0.404, 0.338, 0.494, 0.4726, 0.6322, 0.5313, 0.565, 0.7012, 0.7012, 0.8173, 0.5778, 0.5778, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2054630001639850149", "ticker_idx": 0, "ts": "2026-05-13T18:29:00+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "when Micron raises the guidance for the subsequent quarter. The asymmetry is going be a lot more acute", "tweet_type": "prediction", "timeline": "quarters", "summary": "Bullish MU: expected guidance raise will create acute asymmetric upside as profit growth accelerates quarter over quarter.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@Deenobrown123 Good observation. And when Micron raises the guidance for the subsequent quarter. The asymmetry is going be a lot more acute.", "reply_text": null, "parent_text": "@TradexWhisperer And MU is doing it way faster.  It took NVDA 1 full year to go from $12 billion in profits to $21 billion in profits in a quarter. 2024 and 2025 respectively.  Micron will do that 1 quarter after the other. Last quarter to this quarter. Only a matter of time that will be be", "quoted_text": null, "parent_author": "Deenobrown123", "ret_m1d": -0.046103290777913974, "ret_signed_m1d": -0.046103290777913974, "alpha_spy_m1d": -0.04053958101706234, "alpha_c_m1d": -0.026521098935019305, "bench_spy_m1d": -0.005563709760851632, "bench_c_m1d": -0.01958219184289467, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03436904414888675, "ret_signed_p1d": -0.03436904414888675, "alpha_spy_p1d": -0.04226335905344125, "alpha_c_p1d": -0.04464051229883792, "bench_spy_p1d": 0.0078943149045545, "bench_c_p1d": 0.010271468149951168, "ret_p1w": -0.08914551996958386, "ret_signed_p1w": -0.08914551996958386, "alpha_spy_p1w": -0.0877175791695265, "alpha_c_p1w": -0.07552002905539468, "bench_spy_p1w": -0.0014279408000573701, "bench_c_p1w": -0.013625490914189187, "ret_p1m": 0.23921455031088334, "ret_signed_p1m": 0.23921455031088334, "alpha_spy_p1m": 0.24534401216218604, "alpha_c_p1m": 0.1745987014924626, "bench_spy_p1m": -0.006129461851302698, "bench_c_p1m": 0.06461584881842075, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.488, -0.488, -0.5027, -0.4764, -0.4809, -0.4674, -0.4764, -0.4801, -0.4664, -0.4831, -0.4871, -0.4867, -0.5277, -0.5015, -0.5061, -0.5394, -0.5158, -0.4986, -0.4792, -0.4958, -0.47, -0.4505, -0.4257, -0.4257, -0.4474, -0.474, -0.4971, -0.508, -0.5247, -0.5579, -0.5557, -0.5996, -0.5796, -0.5423, -0.5443, -0.5443, -0.5299, -0.5302, -0.4939, -0.4755, -0.4766, -0.4692, -0.4206, -0.4323, -0.431, -0.4337, -0.442, -0.4408, -0.3934, -0.4006, -0.3819, -0.3473, -0.3725, -0.3549, -0.3565, -0.3253, -0.2827, -0.2034, -0.1705, -0.1954, -0.0707, -0.0103, -0.0461, 0.0, -0.0344, -0.0983, -0.1519, -0.1305, -0.0891, -0.0517, -0.0655, -0.0655, 0.1148, 0.1553, 0.1492, 0.2083, 0.2885, 0.3241, 0.3434, 0.2394, 0.0751, 0.1812, 0.1646, 0.1098, 0.2392, 0.2215, 0.3538, 0.2702, 0.2981, 0.4111, 0.4111, 0.5074, 0.3088, 0.3088, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2035839593489289289", "ticker_idx": 0, "ts": "2026-03-22T22:02:37+00:00", "symbol": "TSM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Bullish as hell", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Author endorses Musk quote as bullish for chip suppliers TSM, MU, and Samsung on uncapped demand commitment.", "resolved_tickers": ["TSM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "\"We're very grateful to our existing supply chain, to Samsung, $TSM, $MU, and others. And we would like them to expand as quickly as they can. And we will buy all of their chips. I have said these exact words to them.\" \n\n@elonmusk \n\nBullish as hell https://t.co/t3obXCJFXl", "reply_text": null, "parent_text": null, "quoted_text": "The Structural Shift of the Century\n\nLook at this chart. That tiny bar on the left is available compute supply. That 1 terawatt bar on the right is Tesla and SpaceX demand alone. Not global AI demand. Just two companies. Bears are anchored in the past. One Chart. One Thesis.\n\n$MU https://t.co/bZehE3Jlx1", "parent_author": null, "ret_m1d": -0.027212364246147924, "ret_signed_m1d": -0.027212364246147924, "alpha_spy_m1d": -0.01682147724302918, "alpha_c_m1d": -0.010297004053560266, "bench_spy_m1d": -0.010390887003118743, "bench_c_m1d": -0.01691536019258766, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.014182217792005236, "ret_signed_p1d": 0.014182217792005236, "alpha_spy_p1d": 0.01753903226918274, "alpha_c_p1d": 0.005928918764955826, "bench_spy_p1d": -0.0033568144771775055, "bench_c_p1d": 0.00825329902704941, "ret_p1w": -0.0648545576591053, "ret_signed_p1w": -0.0648545576591053, "alpha_spy_p1w": -0.02913480983848571, "alpha_c_p1w": 0.008811600485211235, "bench_spy_p1w": -0.035719747820619596, "bench_c_p1w": -0.07366615814431654, "ret_p1m": 0.08754603382247184, "ret_signed_p1m": 0.08754603382247184, "alpha_spy_p1m": 0.013237951977897122, "alpha_c_p1m": -0.09974960460285343, "bench_spy_p1m": 0.07430808184457471, "bench_c_p1m": 0.18729563842532526, "ret_p3m": 0.3685985680766428, "ret_signed_p3m": 0.3685985680766428, "alpha_spy_p3m": 0.22626317308605715, "alpha_c_p3m": -0.3175217037493996, "bench_spy_p3m": 0.14233539499058567, "bench_c_p3m": 0.6861202718260424, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.08754603382247184, "alpha_spy_stated": 0.013237951977897122, "alpha_c_stated": -0.09974960460285343, "price_path": [-0.1196, -0.1196, -0.1077, -0.1134, -0.1173, -0.1046, -0.1046, -0.0583, -0.0505, -0.0353, -0.0611, -0.063, -0.0465, -0.0225, -0.0241, -0.0362, 0.0066, 0.0088, 0.0088, -0.0361, -0.0391, -0.0355, -0.0134, -0.0197, -0.0031, 0.0085, 0.0004, -0.0261, 0.0058, -0.0108, -0.0403, -0.0256, 0.0278, 0.0472, 0.0663, 0.1022, 0.0845, 0.0794, 0.0794, 0.0731, 0.0673, 0.0618, 0.0917, 0.0903, 0.1366, 0.1424, 0.1102, 0.1036, 0.0875, 0.0404, 0.0531, 0.0426, -0.0015, 0.0274, 0.0226, 0.0447, -0.0079, -0.0032, 0.0024, 0.0222, 0.0033, 0.001, -0.0272, 0.0, 0.0142, 0.0275, -0.0365, -0.0346, -0.0649, -0.0015, 0.009, 0.0017, 0.0017, 0.0098, 0.0203, 0.0811, 0.0799, 0.095, 0.0919, 0.1224, 0.1083, 0.0736, 0.0947, 0.0821, 0.0875, 0.1447, 0.1306, 0.1891, 0.1966, 0.1592, 0.1636, 0.1702, 0.175, 0.1866, 0.1653, 0.2395, 0.2237, 0.2164, 0.1953, 0.1738, 0.1813, 0.2342, 0.1947, 0.1699, 0.16, 0.1866, 0.203, 0.1952, 0.1952, 0.2183, 0.249, 0.2553, 0.2364, 0.2871, 0.3198, 0.2903, 0.3146, 0.2267, 0.261, 0.2644, 0.2077, 0.247, 0.2555, 0.3072, 0.2611, 0.2798, 0.3686, 0.3686, 0.385, 0.2924, 0.2924, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2035839593489289289", "ticker_idx": 1, "ts": "2026-03-22T22:02:37+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Bullish as hell", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Author endorses Musk quote as bullish for chip suppliers TSM, MU, and Samsung on uncapped demand commitment.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "\"We're very grateful to our existing supply chain, to Samsung, $TSM, $MU, and others. And we would like them to expand as quickly as they can. And we will buy all of their chips. I have said these exact words to them.\" \n\n@elonmusk \n\nBullish as hell https://t.co/t3obXCJFXl", "reply_text": null, "parent_text": null, "quoted_text": "The Structural Shift of the Century\n\nLook at this chart. That tiny bar on the left is available compute supply. That 1 terawatt bar on the right is Tesla and SpaceX demand alone. Not global AI demand. Just two companies. Bears are anchored in the past. One Chart. One Thesis.\n\n$MU https://t.co/bZehE3Jlx1", "parent_author": null, "ret_m1d": 0.04587608576961788, "ret_signed_m1d": 0.04587608576961788, "alpha_spy_m1d": 0.05626697277273662, "alpha_c_m1d": 0.06279144596220554, "bench_spy_m1d": -0.010390887003118743, "bench_c_m1d": -0.01691536019258766, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.021812755900196712, "ret_signed_p1d": -0.021812755900196712, "alpha_spy_p1d": -0.018455941423019206, "alpha_c_p1d": -0.030066054927246122, "bench_spy_p1d": -0.0033568144771775055, "bench_c_p1d": 0.00825329902704941, "ret_p1w": -0.2038205167448306, "ret_signed_p1w": -0.2038205167448306, "alpha_spy_p1w": -0.168100768924211, "alpha_c_p1w": -0.13015435860051405, "bench_spy_p1w": -0.035719747820619596, "bench_c_p1w": -0.07366615814431654, "ret_p1m": 0.11183080685194713, "ret_signed_p1m": 0.11183080685194713, "alpha_spy_p1m": 0.037522725007372415, "alpha_c_p1m": -0.07546483157337813, "bench_spy_p1m": 0.07430808184457471, "bench_c_p1m": 0.18729563842532526, "ret_p3m": 1.8056544396831904, "ret_signed_p3m": 1.8056544396831904, "alpha_spy_p3m": 1.6633190446926047, "alpha_c_p3m": 1.119534167857148, "bench_spy_p3m": 0.14233539499058567, "bench_c_p3m": 0.6861202718260424, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.11183080685194713, "alpha_spy_stated": 0.037522725007372415, "alpha_c_stated": -0.07546483157337813, "price_path": [-0.2913, -0.2913, -0.296, -0.272, -0.2763, -0.2942, -0.2942, -0.2199, -0.228, -0.1507, -0.1603, -0.1912, -0.1466, -0.1446, -0.1638, -0.1756, -0.1675, -0.1029, -0.1029, -0.0973, -0.0377, -0.0167, -0.0116, -0.0377, 0.0146, 0.0765, 0.0778, 0.026, 0.0827, 0.0373, -0.0617, -0.0531, -0.0239, -0.0516, -0.0769, 0.0148, 0.0238, 0.0181, 0.0181, -0.0113, 0.0411, 0.0322, 0.0589, 0.0411, 0.0338, 0.061, 0.0277, 0.0198, 0.0206, -0.061, -0.0089, -0.0181, -0.0842, -0.0372, -0.0031, 0.0355, 0.0025, 0.0539, 0.0926, 0.1418, 0.1419, 0.0987, 0.0459, 0.0, -0.0218, -0.0551, -0.1209, -0.1166, -0.2038, -0.1641, -0.0899, -0.0939, -0.0939, -0.0654, -0.0658, 0.0063, 0.0429, 0.0406, 0.0554, 0.1521, 0.1288, 0.1313, 0.1259, 0.1095, 0.1118, 0.2061, 0.1918, 0.229, 0.2978, 0.2477, 0.2827, 0.2795, 0.3415, 0.4262, 0.5839, 0.6492, 0.5999, 0.8477, 0.9678, 0.8966, 0.9883, 0.92, 0.7929, 0.6862, 0.7288, 0.811, 0.8855, 0.8581, 0.8581, 1.2165, 1.297, 1.2849, 1.4024, 1.562, 1.6327, 1.671, 1.4642, 1.1377, 1.3487, 1.3155, 1.2066, 1.4639, 1.4286, 1.6918, 1.5255, 1.581, 1.8057, 1.8057, 1.9971, 1.6022, 1.6022, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2035839593489289289", "ticker_idx": 2, "ts": "2026-03-22T22:02:37+00:00", "symbol": "Samsung", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Bullish as hell", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Author endorses Musk quote as bullish for chip suppliers TSM, MU, and Samsung on uncapped demand commitment.", "resolved_tickers": ["005930.KS"], "resolution_method": "exchange_ticker", "resolution_reason": "Samsung in memory context = Samsung Electronics 005930.KS", "bench_c": "XLK", "bench_c_reason": "industry='Consumer Electronics'", "bench_c_industry": "Consumer Electronics", "unit_kind": "quote", "lang": "en", "tweet_text": "\"We're very grateful to our existing supply chain, to Samsung, $TSM, $MU, and others. And we would like them to expand as quickly as they can. And we will buy all of their chips. I have said these exact words to them.\" \n\n@elonmusk \n\nBullish as hell https://t.co/t3obXCJFXl", "reply_text": null, "parent_text": null, "quoted_text": "The Structural Shift of the Century\n\nLook at this chart. That tiny bar on the left is available compute supply. That 1 terawatt bar on the right is Tesla and SpaceX demand alone. Not global AI demand. Just two companies. Bears are anchored in the past. One Chart. One Thesis.\n\n$MU https://t.co/bZehE3Jlx1", "parent_author": null, "ret_m1d": 0.07031667329491298, "ret_signed_m1d": 0.07031667329491298, "alpha_spy_m1d": 0.08070756029803172, "alpha_c_m1d": 0.08366459608250565, "bench_spy_m1d": -0.010390887003118743, "bench_c_m1d": -0.01334792278759267, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.01825017321406297, "ret_signed_p1d": 0.01825017321406297, "alpha_spy_p1d": 0.021606987691240476, "alpha_c_p1d": 0.024091792781809618, "bench_spy_p1d": -0.0033568144771775055, "bench_c_p1d": -0.005841619567746648, "ret_p1w": -0.051718138949783166, "ret_signed_p1w": -0.051718138949783166, "alpha_spy_p1w": -0.01599839112916357, "alpha_c_p1w": 0.0172851346417503, "bench_spy_p1w": -0.035719747820619596, "bench_c_p1w": -0.06900327359153346, "ret_p1m": 0.17795648082811955, "ret_signed_p1m": 0.17795648082811955, "alpha_spy_p1m": 0.10364839898354483, "alpha_c_p1m": 0.04842015373401276, "bench_spy_p1m": 0.07430808184457471, "bench_c_p1m": 0.12953632709410678, "ret_p3m": 0.949813809589924, "ret_signed_p3m": 0.949813809589924, "alpha_spy_p3m": 0.8074784145993383, "alpha_c_p3m": 0.5519313255691245, "bench_spy_p3m": 0.14233539499058567, "bench_c_p3m": 0.3978824840207995, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.17795648082811955, "alpha_spy_stated": 0.10364839898354483, "alpha_c_stated": 0.04842015373401276, "price_path": [-0.4065, -0.4065, -0.375, -0.3586, -0.3564, -0.3564, -0.3564, -0.3103, -0.2587, -0.2544, -0.2432, -0.255, -0.2539, -0.255, -0.2614, -0.2469, -0.2276, -0.2008, -0.1986, -0.2206, -0.1975, -0.1825, -0.1836, -0.1836, -0.1439, -0.1283, -0.1374, -0.1385, -0.1927, -0.1009, -0.0923, -0.1449, -0.1487, -0.1068, -0.11, -0.0993, -0.0413, -0.0274, -0.0274, -0.0274, -0.0274, 0.0199, 0.0204, 0.036, 0.0735, 0.0923, 0.1702, 0.1621, 0.1621, 0.0472, -0.0757, 0.0284, 0.0102, -0.0687, 0.0086, 0.0199, 0.0086, -0.015, 0.0129, 0.0408, 0.1192, 0.0762, 0.0703, 0.0, 0.0183, 0.0145, -0.0333, -0.0333, -0.0517, -0.1007, 0.0201, -0.0404, 0.0015, 0.0386, 0.0569, 0.1322, 0.0973, 0.108, 0.0811, 0.1107, 0.1349, 0.1699, 0.1618, 0.1538, 0.178, 0.1699, 0.2075, 0.1806, 0.2075, 0.1941, 0.2156, 0.186, 0.186, 0.2506, 0.2506, 0.4308, 0.4603, 0.4442, 0.5356, 0.5007, 0.5276, 0.5921, 0.455, 0.5114, 0.4819, 0.4845, 0.6109, 0.5733, 0.5733, 0.6083, 0.6513, 0.6109, 0.7051, 0.8772, 0.9391, 0.9391, 0.8906, 0.7696, 0.5894, 0.732, 0.6271, 0.6083, 0.7347, 0.8127, 0.8449, 0.8638, 0.9498, 0.9041, 0.9014, 0.6674, 0.8315, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2045578807772684610", "ticker_idx": 0, "ts": "2026-04-18T19:02:47+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Micron went from, $1, $5, $30, $90, $120 now $400s in the last decade. Memory is good for long term.", "tweet_type": "analysis", "timeline": "years", "summary": "Long-term bullish MU; HBM/AI inference memory demand is structurally different from prior cycles, Micron has compounded over decades through cycles.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "Firstable, the one myth we should all address is that....when people ask these type of questions (isn't it cyclical? it has always been), it almost makes everyone feel like the memory market is doomed as if their stock prices never goes up, permanently. Micron went from, $1, $5, $30, $90, $120 now $400s in the last decade. Memory is good for long term. If you time horizon doesn't allow that then you are a trader and you should trade based on technicals not on fundamentals and shouldn't care about whether it's top because a good trader always take profits along the way.\n\nNo one should be 'confident' in the sense that blindly follow the narrative. I am validating it every week. One needs to do research how is the memory used for AI vs how is the memory used for just general compute purposes. AI Inference & Agentic AI memory needs is fundmentally different. Memory is still a strategic asset. Again, Micron went from, $1, $5, $30, $90, $120 now $400s in the last decade. There were cycles in between but this where where we are.", "reply_text": null, "parent_text": "@TradexWhisperer What makes you confident that HBM won’t follow the same path as previous memory cycles once supply inevitably catches up?", "quoted_text": null, "parent_author": "JoaoPedroM2032", "ret_m1d": 0.014829832963189293, "ret_signed_m1d": 0.014829832963189293, "alpha_spy_m1d": 0.01282609089479414, "alpha_c_m1d": 0.014398735000617169, "bench_spy_m1d": 0.0020037420683951535, "bench_c_m1d": 0.0004310979625721245, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.002140830976164354, "ret_signed_p1d": 0.002140830976164354, "alpha_spy_p1d": 0.008687723824703841, "alpha_c_p1d": 0.0006320538834760914, "bench_spy_p1d": -0.006546892848539487, "bench_c_p1d": 0.0015087770926882627, "ret_p1w": 0.16979613275697347, "ret_signed_p1w": 0.16979613275697347, "alpha_spy_p1w": 0.16069515303269855, "alpha_c_p1w": 0.07862443888335968, "bench_spy_p1w": 0.009100979724274927, "bench_c_p1w": 0.09117169387361379, "ret_p1m": 0.5582265940656577, "ret_signed_p1m": 0.5582265940656577, "alpha_spy_p1m": 0.5229375248943782, "alpha_c_p1m": 0.3857978674707614, "bench_spy_p1m": 0.0352890691712795, "bench_c_p1m": 0.17242872659489628, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.1326, -0.1137, -0.1091, -0.1327, -0.0855, -0.0297, -0.0286, -0.0752, -0.0241, -0.065, -0.1543, -0.1465, -0.1202, -0.1451, -0.168, -0.0853, -0.0772, -0.0824, -0.0824, -0.1088, -0.0617, -0.0697, -0.0456, -0.0616, -0.0682, -0.0437, -0.0737, -0.0808, -0.0801, -0.1536, -0.1066, -0.1149, -0.1746, -0.1322, -0.1014, -0.0667, -0.0964, -0.0501, -0.0152, 0.0292, 0.0292, -0.0097, -0.0573, -0.0987, -0.1183, -0.1483, -0.2076, -0.2037, -0.2824, -0.2466, -0.1797, -0.1833, -0.1833, -0.1576, -0.158, -0.093, -0.06, -0.0621, -0.0487, 0.0384, 0.0174, 0.0196, 0.0148, 0.0, 0.0021, 0.0871, 0.0743, 0.1077, 0.1698, 0.1246, 0.1562, 0.1533, 0.2092, 0.2855, 0.4277, 0.4865, 0.442, 0.6654, 0.7736, 0.7095, 0.7921, 0.7305, 0.616, 0.5199, 0.5582, 0.6324, 0.6995, 0.6748, 0.6748, 0.9979, 1.0704, 1.0595, 1.1654, 1.3092, 1.373, 1.4075, 1.2211, 0.9268, 1.1169, 1.0871, 0.9889, 1.2208, 1.189, 1.4263, 1.2763, 1.3264, 1.5289, 1.5289, 1.7014, 1.3455, 1.3455, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2053818655784554575", "ticker_idx": 0, "ts": "2026-05-11T12:45:00+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I have been saying structural paradigm shift since $62. If you did not believe me then, maybe you will believe Sam Altman now.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish MU and memory sector (HBM, DRAM, NAND) as structural AI infrastructure play on Sam Altman's 'infinite memory' thesis.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "$MU $SNDK $DRAM \n\nSam Altman just said “Infinite Memory” matters more than Smarter AI Reasoning.\n\nMemory is not a feature. It is the foundation of superintelligent AI. I have been saying structural paradigm shift since $62. If you did not believe me then, maybe you will believe Sam Altman now.\n\nToday's AI including GPT 5.2 is already strong at logic. The bottleneck is what Altman calls short-term amnesia. Every session resets. Context is lost. The AI starts from zero every single time.\n\nHis vision for what comes next is an AI that builds a lifelong contextual map of every user. Proactive. Persistent. Improving every day without being asked. He called it the missing piece for AGI.\n\n\"No human has infinite perfect memory. And AI is definitely going to be able to do that.\"\n\n\"Right now memory is still very crude, very early. Once AI can remember every granular detail of your life including preferences you never explicitly stated, it will be super powerful.\"\n\nSo how do we solve short-term amnesia? More and better HBM, DRAM & NAND.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.06100614649097169, "ret_signed_m1d": -0.06100614649097169, "alpha_spy_m1d": -0.05873375895445532, "alpha_c_m1d": -0.04405343081253743, "bench_spy_m1d": -0.0022723875365163737, "bench_c_m1d": -0.01695271567843426, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03614851619104964, "ret_signed_p1d": -0.03614851619104964, "alpha_spy_p1d": -0.03463356357646308, "alpha_c_p1d": -0.010016750956380771, "bench_spy_p1d": -0.0015149526145865622, "bench_c_p1d": -0.02613176523466887, "ret_p1w": -0.1430727328497723, "ret_signed_p1w": -0.1430727328497723, "alpha_spy_p1w": -0.14219354218856162, "alpha_c_p1w": -0.09075709622749217, "bench_spy_p1w": -0.0008791906612106715, "bench_c_p1w": -0.052315636622280115, "ret_p1m": 0.1767316642629817, "ret_signed_p1m": 0.1767316642629817, "alpha_spy_p1m": 0.17977506112064068, "alpha_c_p1m": 0.15122453742273168, "bench_spy_p1m": -0.0030433968576589754, "bench_c_p1m": 0.025507126840250027, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.1767316642629817, "alpha_spy_stated": 0.17977506112064068, "alpha_c_stated": 0.15122453742273168, "price_path": [-0.4843, -0.4797, -0.4826, -0.4826, -0.4976, -0.4709, -0.4755, -0.4619, -0.4709, -0.4746, -0.4608, -0.4777, -0.4817, -0.4814, -0.5228, -0.4963, -0.501, -0.5346, -0.5107, -0.4934, -0.4738, -0.4906, -0.4644, -0.4447, -0.4197, -0.4197, -0.4416, -0.4685, -0.4918, -0.5029, -0.5198, -0.5533, -0.551, -0.5954, -0.5752, -0.5375, -0.5395, -0.5395, -0.525, -0.5253, -0.4886, -0.47, -0.4712, -0.4637, -0.4145, -0.4264, -0.4251, -0.4278, -0.4362, -0.435, -0.3871, -0.3943, -0.3755, -0.3404, -0.3659, -0.3481, -0.3498, -0.3183, -0.2752, -0.1951, -0.1619, -0.187, -0.061, 0.0, -0.0361, 0.0104, -0.0243, -0.0889, -0.1431, -0.1214, -0.0796, -0.0418, -0.0557, -0.0557, 0.1264, 0.1673, 0.1612, 0.2209, 0.302, 0.3379, 0.3574, 0.2523, 0.0864, 0.1936, 0.1767, 0.1214, 0.2521, 0.2342, 0.368, 0.2834, 0.3116, 0.4258, 0.4258, 0.5231, 0.3224, 0.3224, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2053818655784554575", "ticker_idx": 1, "ts": "2026-05-11T12:45:00+00:00", "symbol": "SNDK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$SNDK $DRAM", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish MU and memory sector (HBM, DRAM, NAND) as structural AI infrastructure play on Sam Altman's 'infinite memory' thesis.", "resolved_tickers": ["SNDK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "original", "lang": "en", "tweet_text": "$MU $SNDK $DRAM \n\nSam Altman just said “Infinite Memory” matters more than Smarter AI Reasoning.\n\nMemory is not a feature. It is the foundation of superintelligent AI. I have been saying structural paradigm shift since $62. If you did not believe me then, maybe you will believe Sam Altman now.\n\nToday's AI including GPT 5.2 is already strong at logic. The bottleneck is what Altman calls short-term amnesia. Every session resets. Context is lost. The AI starts from zero every single time.\n\nHis vision for what comes next is an AI that builds a lifelong contextual map of every user. Proactive. Persistent. Improving every day without being asked. He called it the missing piece for AGI.\n\n\"No human has infinite perfect memory. And AI is definitely going to be able to do that.\"\n\n\"Right now memory is still very crude, very early. Once AI can remember every granular detail of your life including preferences you never explicitly stated, it will be super powerful.\"\n\nSo how do we solve short-term amnesia? More and better HBM, DRAM & NAND.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.009550457925356914, "ret_signed_m1d": 0.009550457925356914, "alpha_spy_m1d": 0.011822845461873288, "alpha_c_m1d": 0.022817763909901312, "bench_spy_m1d": -0.0022723875365163737, "bench_c_m1d": -0.013267305984544397, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.061735916827238446, "ret_signed_p1d": -0.061735916827238446, "alpha_spy_p1d": -0.060220964212651884, "alpha_c_p1d": -0.04666960606241022, "bench_spy_p1d": -0.0015149526145865622, "bench_c_p1d": -0.015066310764828228, "ret_p1w": -0.13863762355244824, "ret_signed_p1w": -0.13863762355244824, "alpha_spy_p1w": -0.13775843289123757, "alpha_c_p1w": -0.11884900038756707, "bench_spy_p1w": -0.0008791906612106715, "bench_c_p1w": -0.01978862316488117, "ret_p1m": 0.06395873292225707, "ret_signed_p1m": 0.06395873292225707, "alpha_spy_p1m": 0.06700212977991604, "alpha_c_p1m": 0.04771177964467932, "bench_spy_p1m": -0.0030433968576589754, "bench_c_p1m": 0.016246953277577747, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.06395873292225707, "alpha_spy_stated": 0.06700212977991604, "alpha_c_stated": 0.04771177964467932, "price_path": [-0.6127, -0.5927, -0.5951, -0.5951, -0.6184, -0.612, -0.5987, -0.58, -0.5693, -0.5874, -0.5914, -0.5788, -0.5894, -0.6, -0.6346, -0.6129, -0.6345, -0.6593, -0.6196, -0.6001, -0.5765, -0.6001, -0.5725, -0.5453, -0.5346, -0.513, -0.5011, -0.5414, -0.5461, -0.5461, -0.562, -0.6102, -0.6021, -0.6301, -0.5895, -0.5524, -0.5466, -0.5466, -0.5318, -0.5407, -0.4954, -0.4497, -0.4496, -0.3845, -0.3897, -0.4238, -0.4059, -0.4049, -0.41, -0.4162, -0.3673, -0.3975, -0.3603, -0.3085, -0.3523, -0.3123, -0.2915, -0.233, -0.1885, -0.0913, -0.0889, -0.1341, 0.0096, 0.0, -0.0617, -0.0648, -0.1065, -0.0904, -0.1386, -0.1061, -0.1002, -0.0034, -0.0445, -0.0445, 0.0271, 0.0274, 0.0608, 0.0953, 0.1382, 0.1091, 0.1835, 0.1371, 0.0076, 0.061, 0.064, 0.0618, 0.2158, 0.2795, 0.3621, 0.2869, 0.2657, 0.4117, 0.4117, 0.4692, 0.2688, 0.2688, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2053818655784554575", "ticker_idx": 2, "ts": "2026-05-11T12:45:00+00:00", "symbol": "DRAM", "kind": "sector", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "So how do we solve short-term amnesia? More and better HBM, DRAM & NAND.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish MU and memory sector (HBM, DRAM, NAND) as structural AI infrastructure play on Sam Altman's 'infinite memory' thesis.", "resolved_tickers": ["MU", "000660.KS", "005930.KS"], "resolution_method": "basket", "resolution_reason": "DRAM sector basket: Micron, SK Hynix, Samsung", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "$MU $SNDK $DRAM \n\nSam Altman just said “Infinite Memory” matters more than Smarter AI Reasoning.\n\nMemory is not a feature. It is the foundation of superintelligent AI. I have been saying structural paradigm shift since $62. If you did not believe me then, maybe you will believe Sam Altman now.\n\nToday's AI including GPT 5.2 is already strong at logic. The bottleneck is what Altman calls short-term amnesia. Every session resets. Context is lost. The AI starts from zero every single time.\n\nHis vision for what comes next is an AI that builds a lifelong contextual map of every user. Proactive. Persistent. Improving every day without being asked. He called it the missing piece for AGI.\n\n\"No human has infinite perfect memory. And AI is definitely going to be able to do that.\"\n\n\"Right now memory is still very crude, very early. Once AI can remember every granular detail of your life including preferences you never explicitly stated, it will be super powerful.\"\n\nSo how do we solve short-term amnesia? 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{"unit_id": "quote:2044508268626944363", "ticker_idx": 0, "ts": "2026-04-15T20:08:51+00:00", "symbol": "SPY", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$SPY Blue → Green → ATH", "tweet_type": "prediction", "timeline": "weeks", "summary": "SPY heading to ATH; April 2025 dip mirrors April 2024 setup, same bullish destination.", "resolved_tickers": ["SPY"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "quote", "lang": "en", "tweet_text": "$SPY Blue → Green → ATH\n\nLast April looked like the end of an era but it was a setup. This April? Same sequence. Same destination.\n\nGet 300+ charts daily. Try it free:\nhttps://t.co/ZQDP5HCFyq https://t.co/0oGTkiG31W", "reply_text": null, "parent_text": null, "quoted_text": "AI doesn’t give a fuck about rate cuts or some retard’s short position.\n\nIt’s the only invention that builds better versions of itself, exponentially forever. \n\nThe next AI train is coming, and it’s going to absolutely wreck every single bear.\n\n$PLTR $TSM $MU $MSFT $GOOGL $TSLA", "parent_author": null, "ret_m1d": -0.002451323891939805, "ret_signed_m1d": -0.002451323891939805, "alpha_spy_m1d": 0.0, "alpha_c_m1d": 0.0, "bench_spy_m1d": -0.002451323891939805, "bench_c_m1d": -0.002451323891939805, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.012085686101644066, "ret_signed_p1d": 0.012085686101644066, "alpha_spy_p1d": 0.0, "alpha_c_p1d": 0.0, "bench_spy_p1d": 0.012085686101644066, "bench_c_p1d": 0.012085686101644066, "ret_p1w": 0.009677095549218029, "ret_signed_p1w": 0.009677095549218029, "alpha_spy_p1w": 0.0, "alpha_c_p1w": 0.0, "bench_spy_p1w": 0.009677095549218029, "bench_c_p1w": 0.009677095549218029, "ret_p1m": 0.05345897167712743, "ret_signed_p1m": 0.05345897167712743, "alpha_spy_p1m": 0.0, "alpha_c_p1m": 0.0, "bench_spy_p1m": 0.05345897167712743, "bench_c_p1m": 0.05345897167712743, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.05345897167712743, "alpha_spy_stated": 0.0, "alpha_c_stated": 0.0, "price_path": [-0.0169, -0.0369, -0.0258, -0.0207, -0.0204, -0.0154, -0.0115, -0.0116, -0.0136, -0.0165, -0.0116, -0.02, -0.0247, -0.0369, -0.0184, -0.0137, -0.0163, -0.0165, -0.0317, -0.031, -0.031, -0.0295, -0.0246, -0.0271, -0.0201, -0.0301, -0.0231, -0.0148, -0.0203, -0.025, -0.0244, -0.033, -0.0262, -0.0316, -0.0443, -0.036, -0.0375, -0.0387, -0.0533, -0.0587, -0.0491, -0.0466, -0.0599, -0.0622, -0.0757, -0.066, -0.0691, -0.0639, -0.0806, -0.0963, -0.0993, -0.0731, -0.0662, -0.0653, -0.0653, -0.0609, -0.0605, -0.0366, -0.031, -0.0316, -0.0222, -0.0103, -0.0025, 0.0, 0.0121, 0.0101, 0.0034, 0.0136, 0.0097, 0.0175, 0.0193, 0.0143, 0.0141, 0.0242, 0.0271, 0.0233, 0.0315, 0.0458, 0.0426, 0.0512, 0.0536, 0.052, 0.0579, 0.0663, 0.0535, 0.0527, 0.0457, 0.0564, 0.0585, 0.0627, 0.0627, 0.0697, 0.0695, 0.0754, 0.0781, 0.0811, 0.0825, 0.0749, 0.079, 0.0512, 0.0535, 0.0504, 0.0339, 0.0514, 0.0571, 0.0758, 0.0694, 0.056, 0.067, 0.067, 0.0636, 0.0482, 0.0482, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2039773713621799348", "ticker_idx": 0, "ts": "2026-04-02T18:35:25+00:00", "symbol": "LITE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I own $LITE too. Expensive but has a great outlook.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds LITE; acknowledges expensive valuation but endorses positive outlook.", "resolved_tickers": ["LITE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@Ud197601 I own $LITE too. Expensive but has a great outlook.", "reply_text": null, "parent_text": "@TradexWhisperer $lite", "quoted_text": null, "parent_author": "Ud197601", "ret_m1d": -0.07525878011473908, "ret_signed_m1d": -0.07525878011473908, "alpha_spy_m1d": -0.0743591306813074, "alpha_c_m1d": -0.0743591306813074, "bench_spy_m1d": -0.0008996494334316818, "bench_c_m1d": -0.0008996494334316818, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0, "ret_signed_p1d": 0.0, "alpha_spy_p1d": 0.0, "alpha_c_p1d": 0.0, "bench_spy_p1d": 0.0, "bench_c_p1d": 0.0, "ret_p1w": 0.08132981763119407, "ret_signed_p1w": 0.08132981763119407, "alpha_spy_p1w": 0.04461307340296483, "alpha_c_p1w": 0.04461307340296483, "bench_spy_p1w": 0.03671674422822924, "bench_c_p1w": 0.03671674422822924, "ret_p1m": 0.14881238760926108, "ret_signed_p1m": 0.14881238760926108, "alpha_spy_p1m": 0.049975792385819284, "alpha_c_p1m": 0.049975792385819284, "bench_spy_p1m": 0.09883659522344179, "bench_c_p1m": 0.09883659522344179, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.14881238760926108, "alpha_spy_stated": 0.049975792385819284, "alpha_c_stated": 0.049975792385819284, "price_path": [-0.5682, -0.5194, -0.5249, -0.5788, -0.575, -0.589, -0.563, -0.599, -0.5849, -0.6079, -0.6079, -0.5685, -0.5617, -0.5713, -0.5898, -0.5979, -0.5517, -0.5344, -0.5387, -0.5261, -0.4879, -0.4738, -0.437, -0.39, -0.3324, -0.302, -0.3214, -0.3057, -0.2944, -0.3194, -0.3194, -0.2739, -0.2813, -0.2313, -0.1924, -0.184, -0.1676, -0.1252, -0.1813, -0.1523, -0.0528, -0.1602, -0.1767, -0.2129, -0.3246, -0.2252, -0.1873, -0.1873, -0.2549, -0.2472, -0.2443, -0.2144, -0.1525, -0.0662, -0.1458, -0.1184, -0.0301, -0.0601, -0.167, -0.1501, -0.2081, -0.1501, -0.0753, 0.0, 0.0, -0.066, -0.0135, 0.0836, 0.0813, 0.0852, 0.0536, 0.0313, -0.0035, 0.0778, 0.0813, 0.0825, 0.0121, 0.0565, 0.0242, 0.0662, 0.0397, -0.0429, 0.038, 0.0912, 0.1488, 0.1806, 0.2028, 0.142, 0.0795, 0.093, 0.2736, 0.2001, 0.2461, 0.2116, 0.1739, 0.0703, 0.0764, 0.0498, 0.1664, 0.1451, 0.1451, 0.1015, 0.0912, 0.0408, 0.034, 0.0945, 0.2446, 0.1344, 0.1429, 0.0445, 0.0829, -0.0062, 0.0319, 0.0758, 0.1145, 0.1577, 0.0586, 0.0521, 0.028, 0.028, 0.0811, 0.0013, 0.0013, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2054690436275740916", "ticker_idx": 0, "ts": "2026-05-13T22:29:08+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$1 Trillion: Inevitable", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Both MU and SK Hynix will reach $1T market cap — author calls it inevitable.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "$MU just closed the day as a $900 Billion company. \n$DRAM SK Hynix: $950 Billion\n\n$1 Trillion: Inevitable https://t.co/4tyLDfYPN3", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.03559231810106356, "ret_signed_m1d": 0.03559231810106356, "alpha_spy_m1d": 0.04342480091976286, "alpha_c_m1d": 0.04575935584663182, "bench_spy_m1d": -0.007832482818699305, "bench_c_m1d": -0.010167037745568264, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.06617187404142222, "ret_signed_p1d": -0.06617187404142222, "alpha_spy_p1d": -0.05414253028462601, "alpha_c_p1d": -0.028131968486868608, "bench_spy_p1d": -0.012029343756796207, "bench_c_p1d": -0.03803990555455361, "ret_p1w": -0.017925070559191236, "ret_signed_p1w": -0.017925070559191236, "alpha_spy_p1w": -0.010640576910590172, "alpha_c_p1w": 0.00016121343800867827, "bench_spy_p1w": -0.007284493648601065, "bench_c_p1w": -0.018086283997199915, "ret_p1m": 0.2649450045728585, "ret_signed_p1m": 0.2649450045728585, "alpha_spy_p1m": 0.2735259424505979, "alpha_c_p1m": 0.1929804280529135, "bench_spy_p1m": -0.008580937877739392, "bench_c_p1m": 0.07196457651994503, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.2649450045728585, "alpha_spy_stated": 0.2735259424505979, "alpha_c_stated": 0.1929804280529135, "price_path": [-0.4697, -0.485, -0.4578, -0.4624, -0.4485, -0.4577, -0.4616, -0.4474, -0.4647, -0.4688, -0.4684, -0.5109, -0.4838, -0.4886, -0.523, -0.4985, -0.4808, -0.4607, -0.4779, -0.4511, -0.4309, -0.4053, -0.4052, -0.4277, -0.4553, -0.4792, -0.4905, -0.5078, -0.5421, -0.5399, -0.5853, -0.5646, -0.526, -0.528, -0.528, -0.5132, -0.5134, -0.4759, -0.4568, -0.458, -0.4503, -0.3999, -0.4121, -0.4108, -0.4136, -0.4221, -0.4209, -0.3718, -0.3792, -0.3599, -0.324, -0.3502, -0.3319, -0.3336, -0.3013, -0.2572, -0.175, -0.141, -0.1667, -0.0376, 0.0249, -0.0122, 0.0356, 0.0, -0.0662, -0.1217, -0.0996, -0.0567, -0.0179, -0.0322, -0.0322, 0.1545, 0.1964, 0.1901, 0.2513, 0.3344, 0.3712, 0.3912, 0.2835, 0.1134, 0.2233, 0.206, 0.1493, 0.2833, 0.2649, 0.402, 0.3154, 0.3443, 0.4613, 0.4613, 0.561, 0.3554, 0.3554, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2054690436275740916", "ticker_idx": 1, "ts": "2026-05-13T22:29:08+00:00", "symbol": "SK Hynix", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$1 Trillion: Inevitable", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Both MU and SK Hynix will reach $1T market cap — author calls it inevitable.", "resolved_tickers": ["000660.KS"], "resolution_method": "exchange_ticker", "resolution_reason": "SK Hynix KOSPI ticker 000660.KS", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "$MU just closed the day as a $900 Billion company. \n$DRAM SK Hynix: $950 Billion\n\n$1 Trillion: Inevitable https://t.co/4tyLDfYPN3", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.00304568688990825, "ret_signed_m1d": 0.00304568688990825, "alpha_spy_m1d": 0.010878169708607555, "alpha_c_m1d": 0.013212724635476514, "bench_spy_m1d": -0.007832482818699305, "bench_c_m1d": -0.010167037745568264, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.07664974442110084, "ret_signed_p1d": -0.07664974442110084, "alpha_spy_p1d": -0.06462040066430463, "alpha_c_p1d": -0.03860983886654723, "bench_spy_p1d": -0.012029343756796207, "bench_c_p1d": -0.03803990555455361, "ret_p1w": -0.015228434449541584, "ret_signed_p1w": -0.015228434449541584, "alpha_spy_p1w": -0.007943940800940519, "alpha_c_p1w": 0.002857849547658331, "bench_spy_p1w": -0.007284493648601065, "bench_c_p1w": -0.018086283997199915, "ret_p1m": 0.0915530610606532, "ret_signed_p1m": 0.0915530610606532, "alpha_spy_p1m": 0.10013399893839259, "alpha_c_p1m": 0.019588484540708162, "bench_spy_p1m": -0.008580937877739392, "bench_c_p1m": 0.07196457651994503, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.0915530610606532, "alpha_spy_stated": 0.10013399893839259, "alpha_c_stated": 0.019588484540708162, "price_path": [-0.5541, -0.5541, -0.5541, -0.547, -0.5192, -0.5181, -0.4908, -0.4842, -0.4421, -0.4614, -0.4614, -0.5234, -0.569, -0.5223, -0.531, -0.5756, -0.5239, -0.5152, -0.5279, -0.5381, -0.5056, -0.5076, -0.464, -0.4858, -0.4888, -0.5264, -0.4995, -0.4949, -0.5264, -0.5264, -0.5569, -0.5904, -0.5447, -0.5787, -0.5553, -0.5503, -0.535, -0.4756, -0.4934, -0.4787, -0.4721, -0.4401, -0.4234, -0.4137, -0.4274, -0.4081, -0.3787, -0.3792, -0.3782, -0.3797, -0.3442, -0.3401, -0.3437, -0.3472, -0.3472, -0.2655, -0.2655, -0.1873, -0.1604, -0.1442, -0.0457, -0.0685, 0.003, 0.0, -0.0766, -0.066, -0.1142, -0.1142, -0.0152, -0.0147, -0.0147, 0.0416, 0.1386, 0.1621, 0.1845, 0.1997, 0.1982, 0.1982, 0.1667, 0.0509, -0.0298, 0.1246, 0.0398, 0.0667, 0.0916, 0.1616, 0.2093, 0.2799, 0.3632, 0.4033, 0.482, 0.2972, 0.3099, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2042096226355818503", "ticker_idx": 0, "ts": "2026-04-09T04:24:15+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Intel's advanced packaging business is gaining interest as an alternative to TSMC especially in the AI chip segment. Google and Amazon are in active discussions with Intel for advanced packaging services for their custom ASICs", "tweet_type": "analysis", "timeline": "quarters", "summary": "Long INTC on packaging demand from Google/Amazon as alternative to maxed-out TSMC; mildly bearish TSMC on constrained capacity driving hyperscaler diversification.", "resolved_tickers": ["INTC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$TSM Advanced packaging capacity is maxed out.\n\n$INTC Intel's advanced packaging business is gaining interest as an alternative to TSMC especially in the AI chip segment.\n\nGoogle and Amazon are in active discussions with Intel for advanced packaging services for their custom ASICs with potential adoption of Intel's EMIB or next generation EMIB T technology for Google's TPUs and Amazon's Trainium chips.\n\nCustomer commitments for these packaging deals are expected in the second half of 2026 with possible updates at Intel's earnings call on April 23.\n\nIntel CFO David Zinsner noted that customers are ready to commit and even prepay with potential deals reaching billions of dollars describing advanced packaging as now the more interesting and higher margin part of the foundry business with gross margins around forty percent.\n\nThe interest stems largely from TSMC's constrained advanced packaging capacity which remains heavily concentrated in Taiwan creating supply security concerns for hyperscalers.\n\nIntel is actively expanding its packaging capacity including a new Malaysia complex set to become operational in 2026 for assembly and testing and its New Mexico fabs already in mass production of advanced 3D packaging since early 2024.\n\nEMIB T the upgraded version of Intel's embedded multi die interconnect bridge technology adds through silicon vias for better power delivery and signal integrity and is designed to support very large AI packages.\n\nTSMC is responding by building its own advanced packaging facility in the United States with construction starting in the second quarter of 2026 and operations targeted for late 2027 to 2028.\n\nThis development highlights growing momentum in Intel's foundry turnaround as it leverages packaging strengths to attract major AI customers amid tight industry capacity.", "reply_text": null, "parent_text": null, "quoted_text": "$INTC $TSLA Intel has officially joined Elon Musk's Terafab project alongside Tesla SpaceX and xAI.\n\nThe initiative aims to produce one terawatt per year of compute power to support future advances in AI robotics and data centers.\n\nIntel will contribute its strengths in advanced https://t.co/HydeSAGcPR", "parent_author": null, "ret_m1d": -0.04488011022324012, "ret_signed_m1d": -0.04488011022324012, "alpha_spy_m1d": -0.03914418318863844, 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{"unit_id": "quote:2054425598781771958", "ticker_idx": 0, "ts": "2026-05-13T04:56:46+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Deutsche Bank nearly doubled their $MU price target overnight. New PT: $1,000 (street high) Old PT: $550. Called it at $62. Still calling it.", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Shares Deutsche Bank's MU PT raise to $1,000 (street high) from $550, endorsing the still-active bullish call.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "Deutsche Bank nearly doubled their $MU price target overnight.\n\nNew PT: $1,000 (street high)\nOld PT: $550\n\nBut this one hits different. Analyst: Melissa Weathers is top 1.9% of all Wall Street analysts.\n\nCalled it at $62. Still calling it. $DRAM https://t.co/PYTbOQWu93", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": -0.046103290777913974, "ret_signed_m1d": -0.046103290777913974, "alpha_spy_m1d": -0.04053958101706234, "alpha_c_m1d": -0.026521098935019305, "bench_spy_m1d": -0.005563709760851632, "bench_c_m1d": -0.01958219184289467, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03436904414888675, "ret_signed_p1d": -0.03436904414888675, "alpha_spy_p1d": -0.04226335905344125, "alpha_c_p1d": -0.04464051229883792, "bench_spy_p1d": 0.0078943149045545, "bench_c_p1d": 0.010271468149951168, "ret_p1w": -0.08914551996958386, "ret_signed_p1w": -0.08914551996958386, "alpha_spy_p1w": -0.0877175791695265, "alpha_c_p1w": -0.07552002905539468, "bench_spy_p1w": -0.0014279408000573701, "bench_c_p1w": -0.013625490914189187, "ret_p1m": 0.23921455031088334, "ret_signed_p1m": 0.23921455031088334, "alpha_spy_p1m": 0.24534401216218604, "alpha_c_p1m": 0.1745987014924626, "bench_spy_p1m": -0.006129461851302698, "bench_c_p1m": 0.06461584881842075, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.23921455031088334, "alpha_spy_stated": 0.24534401216218604, "alpha_c_stated": 0.1745987014924626, "price_path": [-0.488, -0.488, -0.5027, -0.4764, -0.4809, -0.4674, -0.4764, -0.4801, -0.4664, -0.4831, -0.4871, -0.4867, -0.5277, -0.5015, -0.5061, -0.5394, -0.5158, -0.4986, -0.4792, -0.4958, -0.47, -0.4505, -0.4257, -0.4257, -0.4474, -0.474, -0.4971, -0.508, -0.5247, -0.5579, -0.5557, -0.5996, -0.5796, -0.5423, -0.5443, -0.5443, -0.5299, -0.5302, -0.4939, -0.4755, -0.4766, -0.4692, -0.4206, -0.4323, -0.431, -0.4337, -0.442, -0.4408, -0.3934, -0.4006, -0.3819, -0.3473, -0.3725, -0.3549, -0.3565, -0.3253, -0.2827, -0.2034, -0.1705, -0.1954, -0.0707, -0.0103, -0.0461, 0.0, -0.0344, -0.0983, -0.1519, -0.1305, -0.0891, -0.0517, -0.0655, -0.0655, 0.1148, 0.1553, 0.1492, 0.2083, 0.2885, 0.3241, 0.3434, 0.2394, 0.0751, 0.1812, 0.1646, 0.1098, 0.2392, 0.2215, 0.3538, 0.2702, 0.2981, 0.4111, 0.4111, 0.5074, 0.3088, 0.3088, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2039180893399781523", "ticker_idx": 0, "ts": "2026-04-01T03:19:45+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Bullish if they succeed as the local devices will be able to handle a lot more tokens", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Conditionally bullish MU on GDDR-stacking play for Edge AI inference, expanding addressable market.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "$MU Micron is potentially opening doors to Edge Device AI Inference. Bullish if they succeed as the local devices will be able to handle a lot more tokens.\n\n\"Micron Plans to Utilize Gaming GPU-Focused GDDR Memory Modules For AI By Stacking Them Together\"\n\nGDDR is a memory specialized for video and 3D graphics. While typically used in graphics cards and gaming devices, it is recently being incorporated into some AI accelerators as well. Although its speed (bandwidth) is slower compared to HBM, demand is increasing for specific applications, such as inference, due to its price competitiveness", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.08158219183821347, "ret_signed_m1d": -0.08158219183821347, "alpha_spy_m1d": -0.07410404446505803, "alpha_c_m1d": -0.05971825506364048, "bench_spy_m1d": -0.0074781473731554415, "bench_c_m1d": -0.02186393677457299, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.004376827082850587, "ret_signed_p1d": -0.004376827082850587, "alpha_spy_p1d": -0.005277286614189469, "alpha_c_p1d": -0.005269768130444996, "bench_spy_p1d": 0.0009004595313388819, "bench_c_p1d": 0.0008929410475944088, "ret_p1w": 0.10569526773875171, "ret_signed_p1w": 0.10569526773875171, "alpha_spy_p1w": 0.07399688824838457, "alpha_c_p1w": 0.026735112342562317, "bench_spy_p1w": 0.031698379490367135, "bench_c_p1w": 0.07896015539618939, "ret_p1m": 0.40589904733887305, "ret_signed_p1m": 0.40589904733887305, "alpha_spy_p1m": 0.3091101073203857, "alpha_c_p1m": 0.11314705192433427, "bench_spy_p1m": 0.09678894001848737, "bench_c_p1m": 0.2927519954145388, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.40589904733887305, "alpha_spy_stated": 0.3091101073203857, "alpha_c_stated": 0.11314705192433427, "price_path": [-0.1429, -0.1518, -0.0668, -0.0773, -0.1114, -0.0623, -0.0601, -0.0812, -0.0942, -0.0853, -0.0143, -0.0143, -0.0082, 0.0574, 0.0804, 0.086, 0.0573, 0.1148, 0.1828, 0.1842, 0.1274, 0.1897, 0.1398, 0.031, 0.0404, 0.0725, 0.0421, 0.0143, 0.115, 0.1249, 0.1186, 0.1186, 0.0863, 0.1439, 0.1341, 0.1635, 0.1439, 0.1359, 0.1657, 0.1292, 0.1206, 0.1214, 0.0317, 0.089, 0.0789, 0.0062, 0.0579, 0.0954, 0.1377, 0.1015, 0.1579, 0.2005, 0.2546, 0.2547, 0.2072, 0.1492, 0.0988, 0.0748, 0.0383, -0.0341, -0.0293, -0.1252, -0.0816, 0.0, -0.0044, -0.0044, 0.0269, 0.0265, 0.1057, 0.1459, 0.1434, 0.1596, 0.2659, 0.2403, 0.243, 0.2371, 0.219, 0.2216, 0.3252, 0.3096, 0.3503, 0.426, 0.3709, 0.4094, 0.4059, 0.474, 0.5671, 0.7404, 0.8121, 0.7579, 1.0302, 1.1621, 1.0839, 1.1847, 1.1096, 0.97, 0.8528, 0.8995, 0.9899, 1.0718, 1.0416, 1.0416, 1.4354, 1.5239, 1.5106, 1.6397, 1.815, 1.8928, 1.9348, 1.7076, 1.3488, 1.5806, 1.5442, 1.4246, 1.7073, 1.6685, 1.9577, 1.7749, 1.8359, 2.0828, 2.0828, 2.2931, 1.8592, 1.8592, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2046301071178629242", "ticker_idx": 0, "ts": "2026-04-20T18:52:48+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Sorry Bears. DDR5 Prices Are Going Up, AGAIN. Manufacturers are only supplying about 60% of demand through 2027, keeping upward pressure on prices. No major relief is expected in the near term.", "tweet_type": "analysis", "timeline": "quarters", "summary": "Bullish MU on persistent DRAM supply shortfall (~60% of demand met through 2027), DDR5 prices bouncing sharply with no near-term relief expected.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU $DRAM Sorry Bears. DDR5 Prices Are Going Up, AGAIN.\n\nDDR5 RAM prices in Germany have bounced back sharply in April 2026, returning to an average of 410% of July 2025 levels after a brief dip in March. \n\nThe short-lived March decline (the first in months) had raised hopes for relief, but a slight price hike in April has crushed those expectations. Prices are still below their January/February 2026 peak, yet remain extremely elevated overall.\n\nData comes from multiple German retailers via 3D Center. The 2x 48 GB DDR5-6400 kit saw particularly strong price growth. Similar volatility is seen in other regions like North America.\n\nWhy it's happening: Ongoing DRAM market instability. Manufacturers are only supplying about 60% of demand through 2027, keeping upward pressure on prices. No major relief is expected in the near term.", "reply_text": null, "parent_text": null, "quoted_text": "$MU $DRAM Unbelievable. DDR3 contract prices are going up. Three generations old. The memory nobody was supposed to need anymore.\n\nDemand is so overwhelming it's flowing backward through the supply chain.\n\nI've never seen anything like this before. Ever. https://t.co/jaSdoBbqXh", "parent_author": null, "ret_m1d": 0.014829832963189293, "ret_signed_m1d": 0.014829832963189293, "alpha_spy_m1d": 0.01282609089479414, "alpha_c_m1d": 0.014398735000617169, "bench_spy_m1d": 0.0020037420683951535, "bench_c_m1d": 0.0004310979625721245, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.002140830976164354, "ret_signed_p1d": 0.002140830976164354, "alpha_spy_p1d": 0.008687723824703841, "alpha_c_p1d": 0.0006320538834760914, "bench_spy_p1d": -0.006546892848539487, "bench_c_p1d": 0.0015087770926882627, "ret_p1w": 0.16979613275697347, "ret_signed_p1w": 0.16979613275697347, "alpha_spy_p1w": 0.16069515303269855, "alpha_c_p1w": 0.07862443888335968, "bench_spy_p1w": 0.009100979724274927, "bench_c_p1w": 0.09117169387361379, "ret_p1m": 0.5582265940656577, "ret_signed_p1m": 0.5582265940656577, "alpha_spy_p1m": 0.5229375248943782, "alpha_c_p1m": 0.3857978674707614, "bench_spy_p1m": 0.0352890691712795, "bench_c_p1m": 0.17242872659489628, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.1326, -0.1137, -0.1091, -0.1327, -0.0855, -0.0297, -0.0286, -0.0752, -0.0241, -0.065, -0.1543, -0.1465, -0.1202, -0.1451, -0.168, -0.0853, -0.0772, -0.0824, -0.0824, -0.1088, -0.0617, -0.0697, -0.0456, -0.0616, -0.0682, -0.0437, -0.0737, -0.0808, -0.0801, -0.1536, -0.1066, -0.1149, -0.1746, -0.1322, -0.1014, -0.0667, -0.0964, -0.0501, -0.0152, 0.0292, 0.0292, -0.0097, -0.0573, -0.0987, -0.1183, -0.1483, -0.2076, -0.2037, -0.2824, -0.2466, -0.1797, -0.1833, -0.1833, -0.1576, -0.158, -0.093, -0.06, -0.0621, -0.0487, 0.0384, 0.0174, 0.0196, 0.0148, 0.0, 0.0021, 0.0871, 0.0743, 0.1077, 0.1698, 0.1246, 0.1562, 0.1533, 0.2092, 0.2855, 0.4277, 0.4865, 0.442, 0.6654, 0.7736, 0.7095, 0.7921, 0.7305, 0.616, 0.5199, 0.5582, 0.6324, 0.6995, 0.6748, 0.6748, 0.9979, 1.0704, 1.0595, 1.1654, 1.3092, 1.373, 1.4075, 1.2211, 0.9268, 1.1169, 1.0871, 0.9889, 1.2208, 1.189, 1.4263, 1.2763, 1.3264, 1.5289, 1.5289, 1.7014, 1.3455, 1.3455, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2042627748238352792", "ticker_idx": 0, "ts": "2026-04-10T15:36:20+00:00", "symbol": "TSM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$TSM will become bigger than $NVDA", "tweet_type": "prediction", "timeline": "unspecified", "summary": "TSM will surpass NVDA in size; implied long TSM, relative underperformance for NVDA.", "resolved_tickers": ["TSM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@BramVGenechten $TSM will become bigger than $NVDA", "reply_text": null, "parent_text": "@TradexWhisperer Undervalued:\n\nhttps://t.co/nYdrljWjTC", "quoted_text": null, "parent_author": "BramVGenechten", "ret_m1d": -0.013788429449740569, "ret_signed_m1d": -0.013788429449740569, "alpha_spy_m1d": -0.01445064311302846, "alpha_c_m1d": 0.001250041642524402, "bench_spy_m1d": 0.0006622136632878917, "bench_c_m1d": -0.015038471092264971, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0027792616500851297, "ret_signed_p1d": -0.0027792616500851297, "alpha_spy_p1d": -0.012551708896566871, "alpha_c_p1d": -0.017565911034075454, "bench_spy_p1d": 0.009772447246481741, "bench_c_p1d": 0.014786649383990325, "ret_p1w": -0.00026982081058823937, "ret_signed_p1w": -0.00026982081058823937, "alpha_spy_p1w": -0.04542337233550331, "alpha_c_p1w": -0.06271259336689772, "bench_spy_p1w": 0.04515355152491507, "bench_c_p1w": 0.06244277255630948, "ret_p1m": 0.09158126055264315, "ret_signed_p1m": 0.09158126055264315, "alpha_spy_p1m": 0.0035113463522262744, "alpha_c_p1m": -0.2275681422981044, "bench_spy_p1m": 0.08806991420041688, "bench_c_p1m": 0.31914940285074755, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.09158126055264315, "alpha_spy_stated": 0.0035113463522262744, "alpha_c_stated": -0.2275681422981044, "price_path": [-0.1088, -0.1198, -0.0807, -0.0787, -0.0787, -0.1197, -0.1225, -0.1191, -0.099, -0.1048, -0.0896, -0.079, -0.0864, -0.1105, -0.0815, -0.0966, -0.1235, -0.1101, -0.0613, -0.0437, -0.0262, 0.0066, -0.0095, -0.0142, -0.0142, -0.02, -0.0253, -0.0303, -0.003, -0.0043, 0.038, 0.0433, 0.0139, 0.0079, -0.0068, -0.0498, -0.0382, -0.0479, -0.0881, -0.0617, -0.0661, -0.046, -0.094, -0.0897, -0.0845, -0.0664, -0.0837, -0.0858, -0.1116, -0.0868, -0.0738, -0.0617, -0.12, -0.1183, -0.146, -0.0881, -0.0785, -0.0852, -0.0852, -0.0778, -0.0682, -0.0127, -0.0138, 0.0, -0.0028, 0.0251, 0.0121, -0.0196, -0.0003, -0.0118, -0.0068, 0.0454, 0.0325, 0.086, 0.0928, 0.0587, 0.0627, 0.0687, 0.073, 0.0837, 0.0642, 0.1319, 0.1175, 0.1108, 0.0916, 0.072, 0.0788, 0.1271, 0.0911, 0.0684, 0.0594, 0.0837, 0.0986, 0.0915, 0.0915, 0.1126, 0.1407, 0.1464, 0.1291, 0.1755, 0.2053, 0.1783, 0.2005, 0.1203, 0.1516, 0.1547, 0.1029, 0.1388, 0.1466, 0.1938, 0.1517, 0.1688, 0.2499, 0.2499, 0.2649, 0.1803, 0.1803, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2053642325059104961", "ticker_idx": 0, "ts": "2026-05-11T01:04:19+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I think Micron is a super compressed spring. It's about to get re-rated by the smart money.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish MU: views it as a coiled spring poised for a re-rating by institutional investors.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@doongyidaddy Indeed. I think Micron is a super compressed spring. It's about to get re-rated by the smart money.", "reply_text": null, "parent_text": "@TradexWhisperer Bro $MU has never announced their major LTA partnerships yet we going to the moon. What happens when they do?\n\n$INTC announcing all their partnerships upfront and it rocketed 100% with pure speculation\n\n$MU stays silent. But shows everything in numbers in their earnings!", "quoted_text": null, "parent_author": "doongyidaddy", "ret_m1d": -0.06100614649097169, "ret_signed_m1d": -0.06100614649097169, "alpha_spy_m1d": -0.05873375895445532, "alpha_c_m1d": -0.04405343081253743, "bench_spy_m1d": -0.0022723875365163737, "bench_c_m1d": -0.01695271567843426, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03614851619104964, "ret_signed_p1d": -0.03614851619104964, "alpha_spy_p1d": -0.03463356357646308, "alpha_c_p1d": -0.010016750956380771, "bench_spy_p1d": -0.0015149526145865622, "bench_c_p1d": -0.02613176523466887, "ret_p1w": -0.1430727328497723, "ret_signed_p1w": -0.1430727328497723, "alpha_spy_p1w": -0.14219354218856162, "alpha_c_p1w": -0.09075709622749217, "bench_spy_p1w": -0.0008791906612106715, "bench_c_p1w": -0.052315636622280115, "ret_p1m": 0.1767316642629817, "ret_signed_p1m": 0.1767316642629817, "alpha_spy_p1m": 0.17977506112064068, "alpha_c_p1m": 0.15122453742273168, "bench_spy_p1m": -0.0030433968576589754, "bench_c_p1m": 0.025507126840250027, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.1767316642629817, "alpha_spy_stated": 0.17977506112064068, "alpha_c_stated": 0.15122453742273168, "price_path": [-0.4843, -0.4797, -0.4826, -0.4826, -0.4976, -0.4709, -0.4755, -0.4619, -0.4709, -0.4746, -0.4608, -0.4777, -0.4817, -0.4814, -0.5228, -0.4963, -0.501, -0.5346, -0.5107, -0.4934, -0.4738, -0.4906, -0.4644, -0.4447, -0.4197, -0.4197, -0.4416, -0.4685, -0.4918, -0.5029, -0.5198, -0.5533, -0.551, -0.5954, -0.5752, -0.5375, -0.5395, -0.5395, -0.525, -0.5253, -0.4886, -0.47, -0.4712, -0.4637, -0.4145, -0.4264, -0.4251, -0.4278, -0.4362, -0.435, -0.3871, -0.3943, -0.3755, -0.3404, -0.3659, -0.3481, -0.3498, -0.3183, -0.2752, -0.1951, -0.1619, -0.187, -0.061, 0.0, -0.0361, 0.0104, -0.0243, -0.0889, -0.1431, -0.1214, -0.0796, -0.0418, -0.0557, -0.0557, 0.1264, 0.1673, 0.1612, 0.2209, 0.302, 0.3379, 0.3574, 0.2523, 0.0864, 0.1936, 0.1767, 0.1214, 0.2521, 0.2342, 0.368, 0.2834, 0.3116, 0.4258, 0.4258, 0.5231, 0.3224, 0.3224, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2034955360344187283", "ticker_idx": 0, "ts": "2026-03-20T11:29:00+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The wall of skepticism is crumbling", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Endorses bullish MU re-rating: nine PT upgrades, Barclays to $675 street high on HBM4/AI demand; skepticism crumbling.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "$MU Nine Price Target Upgrades 🤯\n\nBarclays went from $450 to $675 (Street High). The reasoning is the same everywhere: HBM4, Durable AI demand, and long-term agreements. Goldman Sachs is the lone Hold, and even they raised their target.\n\nThe wall of skepticism is crumbling https://t.co/k4BJCsrHj7", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.05053203316717414, "ret_signed_m1d": 0.05053203316717414, "alpha_spy_m1d": 0.035987835703030324, "alpha_c_m1d": 0.024072545066761375, "bench_spy_m1d": 0.014544197464143815, "bench_c_m1d": 0.026459488100412765, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04386378691875292, "ret_signed_p1d": -0.04386378691875292, "alpha_spy_p1d": -0.054363778144229324, "alpha_c_p1d": -0.061070199782554124, "bench_spy_p1d": 0.010499991225476402, "bench_c_p1d": 0.0172064128638012, "ret_p1w": -0.15530854978223718, "ret_signed_p1w": -0.15530854978223718, "alpha_spy_p1w": -0.13298248206895535, "alpha_c_p1w": -0.1280434083863955, "bench_spy_p1w": -0.022326067713281827, "bench_c_p1w": -0.027265141395841686, "ret_p1m": 0.060790723610155695, "ret_signed_p1m": 0.060790723610155695, "alpha_spy_p1m": -0.031951650904249895, "alpha_c_p1m": -0.1451145714761286, "bench_spy_p1m": 0.09274237451440559, "bench_c_p1m": 0.2059052950862843, "ret_p3m": 1.4677895269398102, "ret_signed_p3m": 1.4677895269398102, "alpha_spy_p3m": 1.3253376835067485, "alpha_c_p3m": 0.8459930240002109, "bench_spy_p3m": 0.14245184343306172, "bench_c_p3m": 0.6217965029395993, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.060790723610155695, "alpha_spy_stated": -0.031951650904249895, "alpha_c_stated": -0.1451145714761286, "price_path": [-0.347, -0.3224, -0.3224, -0.3269, -0.3039, -0.308, -0.3251, -0.3251, -0.2541, -0.2619, -0.1879, -0.1971, -0.2267, -0.184, -0.1821, -0.2004, -0.2118, -0.204, -0.1422, -0.1422, -0.1369, -0.0799, -0.0599, -0.055, -0.0799, -0.0299, 0.0293, 0.0305, -0.019, 0.0352, -0.0082, -0.1029, -0.0946, -0.0667, -0.0932, -0.1174, -0.0297, -0.0211, -0.0266, -0.0266, -0.0547, -0.0046, -0.0131, 0.0125, -0.0046, -0.0116, 0.0144, -0.0174, -0.0249, -0.0242, -0.1022, -0.0523, -0.0611, -0.1244, -0.0794, -0.0468, -0.01, -0.0415, 0.0076, 0.0447, 0.0917, 0.0918, 0.0505, 0.0, -0.0439, -0.0647, -0.0965, -0.1595, -0.1553, -0.2387, -0.2008, -0.1298, -0.1336, -0.1336, -0.1064, -0.1068, -0.0378, -0.0029, -0.005, 0.0091, 0.1016, 0.0793, 0.0816, 0.0765, 0.0608, 0.0631, 0.1532, 0.1396, 0.1751, 0.2409, 0.193, 0.2265, 0.2234, 0.2827, 0.3637, 0.5145, 0.5769, 0.5297, 0.7667, 0.8814, 0.8134, 0.9011, 0.8357, 0.7143, 0.6123, 0.653, 0.7316, 0.8028, 0.7766, 0.7766, 1.1193, 1.1963, 1.1847, 1.297, 1.4496, 1.5173, 1.5539, 1.3562, 1.0439, 1.2456, 1.214, 1.1098, 1.3558, 1.3221, 1.5738, 1.4147, 1.4678, 1.6826, 1.6826, 1.8657, 1.4881, 1.4881, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2033568567774298462", "ticker_idx": 0, "ts": "2026-03-16T15:38:23+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Micron & TSMC are building fabs. Hyperscalers are signing decade-long contracts. This isn't a lease. It's a mortgage and perpetual marriage.", "tweet_type": "analysis", "timeline": "years", "summary": "Bullish MU, TSM, SNDK: AI demand is structural (decade-long hyperscaler contracts, new fabs), not a 2-year cycle — bears are wrong.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "Bears think AI demand just expires in 2027. AI isn't a 2-year car lease. Sign, use, return and disappear.\n\nMicron & TSMC are building fabs. Hyperscalers are signing decade-long contracts.\n\nThis isn't a lease. It's a mortgage and perpetual marriage.\n\n$MU $SNDK $TSM", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.03546847335497094, "ret_signed_m1d": -0.03546847335497094, "alpha_spy_m1d": -0.025394133540871833, "alpha_c_m1d": -0.018739120616264038, "bench_spy_m1d": -0.01007433981409911, "bench_c_m1d": -0.016729352738706904, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.045020383429470456, "ret_signed_p1d": 0.045020383429470456, "alpha_spy_p1d": 0.04238983843836497, "alpha_c_p1d": 0.03750618929314964, "bench_spy_p1d": 0.002630544991105488, "bench_c_p1d": 0.0075141941363208176, "ret_p1w": -0.08476684429074977, "ret_signed_p1w": -0.08476684429074977, "alpha_spy_p1w": -0.06703941798397917, "alpha_c_p1w": -0.07826799176001509, "bench_spy_p1w": -0.0177274263067706, "bench_c_p1w": -0.006498852530734678, "ret_p1m": 0.05444914916034849, "ret_signed_p1m": 0.05444914916034849, "alpha_spy_p1m": 0.013604073054120036, "alpha_c_p1m": -0.09299191651914529, "bench_spy_p1m": 0.04084507610622845, "bench_c_p1m": 0.14744106567949378, "ret_p3m": 1.2550664879253932, "ret_signed_p3m": 1.2550664879253932, "alpha_spy_p3m": 1.1493241188170638, "alpha_c_p3m": 0.7079249580908438, "bench_spy_p3m": 0.10574236910832946, "bench_c_p3m": 0.5471415298345494, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.4897, -0.4376, -0.3983, -0.3742, -0.3749, -0.3514, -0.3514, -0.3556, -0.3337, -0.3376, -0.354, -0.354, -0.2861, -0.2935, -0.2227, -0.2314, -0.2598, -0.2189, -0.2171, -0.2347, -0.2455, -0.238, -0.1789, -0.1789, -0.1738, -0.1193, -0.1001, -0.0954, -0.1193, -0.0714, -0.0148, -0.0136, -0.0609, -0.0091, -0.0506, -0.1412, -0.1333, -0.1066, -0.132, -0.1552, -0.0712, -0.063, -0.0682, -0.0682, -0.0951, -0.0472, -0.0553, -0.0309, -0.0471, -0.0538, -0.029, -0.0594, -0.0666, -0.0659, -0.1406, -0.0929, -0.1013, -0.1618, -0.1188, -0.0876, -0.0523, -0.0825, -0.0355, 0.0, 0.045, 0.0451, 0.0056, -0.0428, -0.0848, -0.1047, -0.1352, -0.1954, -0.1914, -0.2713, -0.235, -0.167, -0.1707, -0.1707, -0.1446, -0.145, -0.079, -0.0455, -0.0476, -0.0341, 0.0544, 0.0331, 0.0354, 0.0305, 0.0154, 0.0176, 0.1039, 0.0908, 0.1248, 0.1878, 0.1419, 0.174, 0.1711, 0.2278, 0.3053, 0.4497, 0.5094, 0.4642, 0.6911, 0.801, 0.7359, 0.8198, 0.7572, 0.6409, 0.5433, 0.5822, 0.6575, 0.7257, 0.7006, 0.7006, 1.0286, 1.1023, 1.0912, 1.1988, 1.3448, 1.4096, 1.4446, 1.2554, 0.9565, 1.1496, 1.1192, 1.0196, 1.2551, 1.2228, 1.4637, 1.3114, 1.3622, 1.5678, 1.5678, 1.7431, 1.3816, 1.3816, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2033568567774298462", "ticker_idx": 1, "ts": "2026-03-16T15:38:23+00:00", "symbol": "TSM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Micron & TSMC are building fabs. Hyperscalers are signing decade-long contracts. This isn't a lease. It's a mortgage and perpetual marriage.", "tweet_type": "analysis", "timeline": "years", "summary": "Bullish MU, TSM, SNDK: AI demand is structural (decade-long hyperscaler contracts, new fabs), not a 2-year cycle — bears are wrong.", "resolved_tickers": ["TSM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "Bears think AI demand just expires in 2027. AI isn't a 2-year car lease. Sign, use, return and disappear.\n\nMicron & TSMC are building fabs. Hyperscalers are signing decade-long contracts.\n\nThis isn't a lease. It's a mortgage and perpetual marriage.\n\n$MU $SNDK $TSM", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.00564331358582304, "ret_signed_m1d": -0.00564331358582304, "alpha_spy_m1d": 0.004431026228276069, "alpha_c_m1d": 0.011086039152883864, "bench_spy_m1d": -0.01007433981409911, "bench_c_m1d": -0.016729352738706904, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.01976575271770198, "ret_signed_p1d": 0.01976575271770198, "alpha_spy_p1d": 0.01713520772659649, "alpha_c_p1d": 0.012251558581381161, "bench_spy_p1d": 0.002630544991105488, "bench_c_p1d": 0.0075141941363208176, "ret_p1w": -0.0024286480390675047, "ret_signed_p1w": -0.0024286480390675047, "alpha_spy_p1w": 0.015298778267703095, "alpha_c_p1w": 0.004070204491667173, "bench_spy_p1w": -0.0177274263067706, "bench_c_p1w": -0.006498852530734678, "ret_p1m": 0.11971448757032044, "ret_signed_p1m": 0.11971448757032044, "alpha_spy_p1m": 0.07886941146409199, "alpha_c_p1m": -0.02772657810917334, "bench_spy_p1m": 0.04084507610622845, "bench_c_p1m": 0.14744106567949378, "ret_p3m": 0.24399775825426584, "ret_signed_p3m": 0.24399775825426584, "alpha_spy_p3m": 0.13825538914593638, "alpha_c_p3m": -0.3031437715802836, "bench_spy_p3m": 0.10574236910832946, "bench_c_p3m": 0.5471415298345494, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.186, -0.1633, -0.1507, -0.138, -0.1272, -0.1218, -0.1218, -0.1099, -0.1155, -0.1195, -0.1068, -0.1068, -0.0606, -0.0528, -0.0376, -0.0633, -0.0653, -0.0488, -0.0249, -0.0265, -0.0386, 0.0041, 0.0064, 0.0064, -0.0384, -0.0415, -0.0378, -0.0158, -0.0221, -0.0056, 0.0061, -0.002, -0.0284, 0.0033, -0.0132, -0.0426, -0.0279, 0.0253, 0.0446, 0.0637, 0.0995, 0.0819, 0.0768, 0.0768, 0.0705, 0.0648, 0.0593, 0.0891, 0.0876, 0.1338, 0.1396, 0.1075, 0.101, 0.0849, 0.0379, 0.0506, 0.0401, -0.0039, 0.0249, 0.0202, 0.0421, -0.0103, -0.0056, 0.0, 0.0198, 0.0009, -0.0014, -0.0296, -0.0024, 0.0117, 0.025, -0.0388, -0.0369, -0.0671, -0.0039, 0.0065, -0.0007, -0.0007, 0.0073, 0.0178, 0.0785, 0.0773, 0.0923, 0.0893, 0.1197, 0.1056, 0.071, 0.092, 0.0795, 0.0849, 0.142, 0.1279, 0.1862, 0.1937, 0.1564, 0.1608, 0.1674, 0.1721, 0.1837, 0.1625, 0.2365, 0.2207, 0.2134, 0.1924, 0.171, 0.1784, 0.2312, 0.1918, 0.1671, 0.1572, 0.1838, 0.2001, 0.1923, 0.1923, 0.2153, 0.246, 0.2523, 0.2334, 0.284, 0.3166, 0.2871, 0.3114, 0.2237, 0.258, 0.2613, 0.2048, 0.244, 0.2524, 0.3041, 0.2581, 0.2767, 0.3653, 0.3653, 0.3817, 0.2893, 0.2893, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2033568567774298462", "ticker_idx": 2, "ts": "2026-03-16T15:38:23+00:00", "symbol": "SNDK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU $SNDK $TSM", "tweet_type": "analysis", "timeline": "years", "summary": "Bullish MU, TSM, SNDK: AI demand is structural (decade-long hyperscaler contracts, new fabs), not a 2-year cycle — bears are wrong.", "resolved_tickers": ["SNDK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "original", "lang": "en", "tweet_text": "Bears think AI demand just expires in 2027. AI isn't a 2-year car lease. Sign, use, return and disappear.\n\nMicron & TSMC are building fabs. Hyperscalers are signing decade-long contracts.\n\nThis isn't a lease. It's a mortgage and perpetual marriage.\n\n$MU $SNDK $TSM", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.05970468779628246, "ret_signed_m1d": -0.05970468779628246, "alpha_spy_m1d": -0.049630347982183354, "alpha_c_m1d": -0.04543758923884156, "bench_spy_m1d": -0.01007433981409911, "bench_c_m1d": -0.014267098557440905, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.023506641150271124, "ret_signed_p1d": 0.023506641150271124, "alpha_spy_p1d": 0.020876096159165636, "alpha_c_p1d": 0.01803037664468965, "bench_spy_p1d": 0.002630544991105488, "bench_c_p1d": 0.005476264505581474, "ret_p1w": -0.0016201904985949644, "ret_signed_p1w": -0.0016201904985949644, "alpha_spy_p1w": 0.016107235808175635, "alpha_c_p1w": 0.010339174970695031, "bench_spy_p1w": -0.0177274263067706, "bench_c_p1w": -0.011959365469289995, "ret_p1m": 0.34226797524069963, "ret_signed_p1m": 0.34226797524069963, "alpha_spy_p1m": 0.3014228991344712, "alpha_c_p1m": 0.2749387767519573, "bench_spy_p1m": 0.04084507610622845, "bench_c_p1m": 0.0673291984887423, "ret_p3m": 1.6740047989837854, "ret_signed_p3m": 1.6740047989837854, "alpha_spy_p3m": 1.568262429875456, "alpha_c_p3m": 1.3522163400078797, "bench_spy_p3m": 0.10574236910832946, "bench_c_p3m": 0.3217884589759057, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.7061, -0.6881, -0.6623, -0.6574, -0.6519, -0.6446, -0.6446, -0.6446, -0.6529, -0.6586, -0.6626, -0.6626, -0.6088, -0.6105, -0.5031, -0.4975, -0.5246, -0.4636, -0.4468, -0.446, -0.4488, -0.4184, -0.4122, -0.4122, -0.356, -0.2876, -0.2845, -0.3266, -0.3309, -0.3158, -0.2501, -0.2335, -0.181, -0.0546, -0.0115, -0.1692, -0.1811, -0.1502, -0.1709, -0.2302, -0.1482, -0.1042, -0.1095, -0.1095, -0.1607, -0.1467, -0.1173, -0.0763, -0.0528, -0.0925, -0.1013, -0.0735, -0.097, -0.1202, -0.1964, -0.1486, -0.1962, -0.2506, -0.1633, -0.1204, -0.0685, -0.1205, -0.0597, 0.0, 0.0235, 0.0711, 0.0973, 0.0086, -0.0016, -0.0016, -0.0366, -0.1428, -0.1248, -0.1864, -0.0971, -0.0155, -0.0029, -0.0029, 0.0298, 0.0102, 0.1098, 0.2103, 0.2105, 0.3537, 0.3423, 0.2673, 0.3068, 0.3089, 0.2976, 0.284, 0.3915, 0.3252, 0.4068, 0.521, 0.4245, 0.5125, 0.5584, 0.687, 0.7848, 0.9987, 1.0039, 0.9044, 1.2204, 1.1994, 1.0636, 1.0568, 0.9651, 1.0005, 0.8945, 0.9659, 0.9791, 1.1918, 1.1015, 1.1015, 1.2591, 1.2596, 1.3331, 1.4089, 1.5033, 1.4393, 1.6029, 1.5009, 1.2161, 1.3336, 1.3401, 1.3354, 1.674, 1.8141, 1.9957, 1.8304, 1.7838, 2.105, 2.105, 2.2314, 1.7907, 1.7907, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2055713954480144774", "ticker_idx": 0, "ts": "2026-05-16T18:16:14+00:00", "symbol": "TSM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "You only divest a decades-long strategic position when your own business is more profitable than anything else you could hold. the internal roadmap is so capital intensive and so profitable that maintaining a 27% minority position in a partner they no longer sit on the board of is just dead weight on the balance sheet", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long TSMC: VIS divestiture signals TSMC's own pipeline is so profitable and capital-intensive that any non-core stake is dead weight; N2/Arizona/CoWoS ramp demands capital urgently.", "resolved_tickers": ["TSM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "$TSM Confidence Signal\n\nTSMC announced it plans to sell up to 152 million shares of Vanguard to focus capital on its core business.\n\nYou only divest a decades-long strategic position when your own business is more profitable than anything else you could hold.\n\nVIS operates in mature nodes. 28nm and above. Decent business. Stable margins. But structurally capped on upside.\n\nIt is also a confidence signal. You only monetize a long held strategic stake when you are absolutely certain your own pipeline is more valuable than the optionality that stake provided. TSMC held that VIS position for decades. Letting it go now says one thing clearly: the internal roadmap is so capital intensive and so profitable that maintaining a 27% minority position in a partner they no longer sit on the board of is just dead weight on the balance sheet.\n\nThe timing also matters. TSMC is simultaneously ramping N2 in Taiwan, building fabs in Arizona, Kumamoto, and Dresden, and scaling CoWoS capacity for NVIDIA, Apple, and AMD simultaneously. Capital is not just useful right now. It is urgently needed.\n\nSo yes. You divest the non-core stake when your own business is generating the kind of returns that make everything else look like a distraction. That is exactly what this is.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.02121479024892814, "ret_signed_m1d": 0.02121479024892814, "alpha_spy_m1d": 0.020510785657406494, "alpha_c_m1d": 0.0025754643892801354, "bench_spy_m1d": 0.0007040045915216453, "bench_c_m1d": 0.018639325859648004, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.008435530509201206, "ret_signed_p1d": -0.008435530509201206, "alpha_spy_p1d": -0.0017747424217078311, "alpha_c_p1d": -0.004407496086962781, "bench_spy_p1d": -0.0066607880874933745, "bench_c_p1d": -0.0040280344222384246, "ret_p1w": 0.021644095256114104, "ret_signed_p1w": 0.021644095256114104, "alpha_spy_p1w": 0.01218087514673405, "alpha_c_p1w": -0.03357788303358045, "bench_spy_p1w": 0.009463220109380055, "bench_c_p1w": 0.05522197828969455, "ret_p1m": 0.07798255539923482, "ret_signed_p1m": 0.07798255539923482, "alpha_spy_p1m": 0.06216987330908519, "alpha_c_p1m": -0.049892115557266914, "bench_spy_p1m": 0.015812682090149632, "bench_c_p1m": 0.12787467095650173, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.07798255539923482, "alpha_spy_stated": 0.06216987330908519, "alpha_c_stated": -0.049892115557266914, "price_path": [-0.0877, -0.0924, -0.0668, -0.0681, -0.0285, -0.0235, -0.051, -0.0566, -0.0704, -0.1107, -0.0998, -0.1088, -0.1465, -0.1218, -0.1259, -0.107, -0.152, -0.148, -0.1431, -0.1262, -0.1424, -0.1444, -0.1685, -0.1452, -0.1331, -0.1217, -0.1764, -0.1748, -0.2007, -0.1465, -0.1375, -0.1437, -0.1437, -0.1369, -0.1279, -0.0759, -0.0769, -0.064, -0.0666, -0.0406, -0.0527, -0.0823, -0.0643, -0.075, -0.0704, -0.0215, -0.0336, 0.0164, 0.0228, -0.0091, -0.0054, 0.0003, 0.0043, 0.0143, -0.0039, 0.0595, 0.046, 0.0397, 0.0217, 0.0034, 0.0097, 0.055, 0.0212, 0.0, -0.0084, 0.0143, 0.0283, 0.0216, 0.0216, 0.0413, 0.0676, 0.073, 0.0568, 0.1002, 0.1281, 0.1029, 0.1237, 0.0485, 0.0779, 0.0807, 0.0323, 0.0659, 0.0732, 0.1174, 0.078, 0.094, 0.1699, 0.1699, 0.1839, 0.1047, 0.1047, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2042612793602683147", "ticker_idx": 0, "ts": "2026-04-10T14:36:54+00:00", "symbol": "TSM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$TSM $MU $SNDK $DRAM $AVGO $NVDA Global Boom 💥", "tweet_type": "analysis", "timeline": "years", "summary": "Bullish on global semis supercycle: TSMC, MU, AVGO, NVDA as core beneficiaries of AI infrastructure + memory boom driving $1.3T revenue by 2026.", "resolved_tickers": ["TSM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$TSM $MU $SNDK $DRAM $AVGO $NVDA Global Boom 💥 \n\nGlobal semiconductor industry revenue is projected to exceed $1.3 trillion in 2026.\n\nThis represents a massive 64% year-over-year increase from 2025, the largest growth rate in two decades. It would mark the third consecutive year of double-digit growth, highlighting the sector’s central role in the AI technology stack.\n\nBroader Outlook\n\nThe growth is broad-based but memory and AI-related infrastructure (processing + networking) are the standout drivers. While AI chips (e.g., GPUs from Nvidia) get much attention, memory price inflation and data center buildout are playing an outsized role in the revenue explosion.\n\nThis ties directly into the ongoing AI infrastructure supercycle, where massive GPU cluster deployments require enormous amounts of supporting memory and optical/high-speed networking components.", "reply_text": null, "parent_text": null, "quoted_text": "$TSM feels safer than an index fund right now. It's now my 2nd biggest position after $MU\n\nAI is eating everything and TSMC is the kitchen where all the AI chips are cooked, Nvidia, AMD, Broadcom, hyperscalers\n\nOne stock = One broad exposure to the biggest trend of our lifetime", "parent_author": null, "ret_m1d": -0.013788429449740569, "ret_signed_m1d": -0.013788429449740569, "alpha_spy_m1d": -0.01445064311302846, "alpha_c_m1d": 0.001250041642524402, "bench_spy_m1d": 0.0006622136632878917, "bench_c_m1d": -0.015038471092264971, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0027792616500851297, "ret_signed_p1d": -0.0027792616500851297, "alpha_spy_p1d": -0.012551708896566871, "alpha_c_p1d": -0.017565911034075454, "bench_spy_p1d": 0.009772447246481741, "bench_c_p1d": 0.014786649383990325, "ret_p1w": -0.00026982081058823937, "ret_signed_p1w": -0.00026982081058823937, "alpha_spy_p1w": -0.04542337233550331, "alpha_c_p1w": -0.06271259336689772, "bench_spy_p1w": 0.04515355152491507, "bench_c_p1w": 0.06244277255630948, "ret_p1m": 0.09158126055264315, "ret_signed_p1m": 0.09158126055264315, "alpha_spy_p1m": 0.0035113463522262744, "alpha_c_p1m": -0.2275681422981044, "bench_spy_p1m": 0.08806991420041688, "bench_c_p1m": 0.31914940285074755, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.1088, -0.1198, -0.0807, -0.0787, -0.0787, -0.1197, -0.1225, -0.1191, -0.099, -0.1048, -0.0896, -0.079, -0.0864, -0.1105, -0.0815, -0.0966, -0.1235, -0.1101, -0.0613, -0.0437, -0.0262, 0.0066, -0.0095, -0.0142, -0.0142, -0.02, -0.0253, -0.0303, -0.003, -0.0043, 0.038, 0.0433, 0.0139, 0.0079, -0.0068, -0.0498, -0.0382, -0.0479, -0.0881, -0.0617, -0.0661, -0.046, -0.094, -0.0897, -0.0845, -0.0664, -0.0837, -0.0858, -0.1116, -0.0868, -0.0738, -0.0617, -0.12, -0.1183, -0.146, -0.0881, -0.0785, -0.0852, -0.0852, -0.0778, -0.0682, -0.0127, -0.0138, 0.0, -0.0028, 0.0251, 0.0121, -0.0196, -0.0003, -0.0118, -0.0068, 0.0454, 0.0325, 0.086, 0.0928, 0.0587, 0.0627, 0.0687, 0.073, 0.0837, 0.0642, 0.1319, 0.1175, 0.1108, 0.0916, 0.072, 0.0788, 0.1271, 0.0911, 0.0684, 0.0594, 0.0837, 0.0986, 0.0915, 0.0915, 0.1126, 0.1407, 0.1464, 0.1291, 0.1755, 0.2053, 0.1783, 0.2005, 0.1203, 0.1516, 0.1547, 0.1029, 0.1388, 0.1466, 0.1938, 0.1517, 0.1688, 0.2499, 0.2499, 0.2649, 0.1803, 0.1803, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2042612793602683147", "ticker_idx": 1, "ts": "2026-04-10T14:36:54+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$TSM $MU $SNDK $DRAM $AVGO $NVDA Global Boom 💥", "tweet_type": "analysis", "timeline": "years", "summary": "Bullish on global semis supercycle: TSMC, MU, AVGO, NVDA as core beneficiaries of AI infrastructure + memory boom driving $1.3T revenue by 2026.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$TSM $MU $SNDK $DRAM $AVGO $NVDA Global Boom 💥 \n\nGlobal semiconductor industry revenue is projected to exceed $1.3 trillion in 2026.\n\nThis represents a massive 64% year-over-year increase from 2025, the largest growth rate in two decades. It would mark the third consecutive year of double-digit growth, highlighting the sector’s central role in the AI technology stack.\n\nBroader Outlook\n\nThe growth is broad-based but memory and AI-related infrastructure (processing + networking) are the standout drivers. While AI chips (e.g., GPUs from Nvidia) get much attention, memory price inflation and data center buildout are playing an outsized role in the revenue explosion.\n\nThis ties directly into the ongoing AI infrastructure supercycle, where massive GPU cluster deployments require enormous amounts of supporting memory and optical/high-speed networking components.", "reply_text": null, "parent_text": null, "quoted_text": "$TSM feels safer than an index fund right now. It's now my 2nd biggest position after $MU\n\nAI is eating everything and TSMC is the kitchen where all the AI chips are cooked, Nvidia, AMD, Broadcom, hyperscalers\n\nOne stock = One broad exposure to the biggest trend of our lifetime", "parent_author": null, "ret_m1d": 0.002187435354490175, "ret_signed_m1d": 0.002187435354490175, "alpha_spy_m1d": 0.0015252216912022831, "alpha_c_m1d": 0.017225906446755146, "bench_spy_m1d": 0.0006622136632878917, "bench_c_m1d": -0.015038471092264971, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.014194349063659129, "ret_signed_p1d": 0.014194349063659129, "alpha_spy_p1d": 0.004421901817177387, "alpha_c_p1d": -0.0005923003203311961, "bench_spy_p1d": 0.009772447246481741, "bench_c_p1d": 0.014786649383990325, "ret_p1w": 0.08198010244311149, "ret_signed_p1w": 0.08198010244311149, "alpha_spy_p1w": 0.03682655091819642, "alpha_c_p1w": 0.019537329886802013, "bench_spy_p1w": 0.04515355152491507, "bench_c_p1w": 0.06244277255630948, "ret_p1m": 0.890986528483424, "ret_signed_p1m": 0.890986528483424, "alpha_spy_p1m": 0.8029166142830071, "alpha_c_p1m": 0.5718371256326764, "bench_spy_p1m": 0.08806991420041688, "bench_c_p1m": 0.31914940285074755, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.1964, -0.2078, -0.2, -0.1379, -0.1379, -0.1325, -0.0752, -0.0551, -0.0502, -0.0753, -0.025, 0.0345, 0.0357, -0.014, 0.0405, -0.0032, -0.0983, -0.09, -0.062, -0.0886, -0.1129, -0.0248, -0.0162, -0.0216, -0.0216, -0.0499, 0.0004, -0.0081, 0.0176, 0.0005, -0.0066, 0.0196, -0.0124, -0.02, -0.0192, -0.0976, -0.0475, -0.0564, -0.1199, -0.0747, -0.042, -0.0049, -0.0366, 0.0127, 0.05, 0.0973, 0.0974, 0.0559, 0.0051, -0.039, -0.06, -0.0919, -0.1552, -0.151, -0.2349, -0.1967, -0.1254, -0.1292, -0.1292, -0.1018, -0.1023, -0.033, 0.0022, 0.0, 0.0142, 0.1072, 0.0847, 0.0871, 0.082, 0.0662, 0.0685, 0.159, 0.1453, 0.181, 0.2472, 0.199, 0.2327, 0.2296, 0.2892, 0.3706, 0.5221, 0.5849, 0.5374, 0.7756, 0.891, 0.8226, 0.9107, 0.8451, 0.723, 0.6204, 0.6613, 0.7404, 0.812, 0.7856, 0.7856, 1.1301, 1.2074, 1.1958, 1.3087, 1.462, 1.53, 1.5668, 1.3681, 1.0543, 1.257, 1.2252, 1.1205, 1.3678, 1.3339, 1.5868, 1.427, 1.4803, 1.6962, 1.6962, 1.8802, 1.5007, 1.5007, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2042612793602683147", "ticker_idx": 2, "ts": "2026-04-10T14:36:54+00:00", "symbol": "AVGO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$TSM $MU $SNDK $DRAM $AVGO $NVDA Global Boom 💥", "tweet_type": "analysis", "timeline": "years", "summary": "Bullish on global semis supercycle: TSMC, MU, AVGO, NVDA as core beneficiaries of AI infrastructure + memory boom driving $1.3T revenue by 2026.", "resolved_tickers": ["AVGO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$TSM $MU $SNDK $DRAM $AVGO $NVDA Global Boom 💥 \n\nGlobal semiconductor industry revenue is projected to exceed $1.3 trillion in 2026.\n\nThis represents a massive 64% year-over-year increase from 2025, the largest growth rate in two decades. It would mark the third consecutive year of double-digit growth, highlighting the sector’s central role in the AI technology stack.\n\nBroader Outlook\n\nThe growth is broad-based but memory and AI-related infrastructure (processing + networking) are the standout drivers. While AI chips (e.g., GPUs from Nvidia) get much attention, memory price inflation and data center buildout are playing an outsized role in the revenue explosion.\n\nThis ties directly into the ongoing AI infrastructure supercycle, where massive GPU cluster deployments require enormous amounts of supporting memory and optical/high-speed networking components.", "reply_text": null, "parent_text": null, "quoted_text": "$TSM feels safer than an index fund right now. It's now my 2nd biggest position after $MU\n\nAI is eating everything and TSMC is the kitchen where all the AI chips are cooked, Nvidia, AMD, Broadcom, hyperscalers\n\nOne stock = One broad exposure to the biggest trend of our lifetime", "parent_author": null, "ret_m1d": -0.044785286520878986, "ret_signed_m1d": -0.044785286520878986, "alpha_spy_m1d": -0.04544750018416688, "alpha_c_m1d": -0.029746815428614015, "bench_spy_m1d": 0.0006622136632878917, "bench_c_m1d": -0.015038471092264971, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.022069790899108988, "ret_signed_p1d": 0.022069790899108988, "alpha_spy_p1d": 0.012297343652627246, "alpha_c_p1d": 0.007283141515118663, "bench_spy_p1d": 0.009772447246481741, "bench_c_p1d": 0.014786649383990325, "ret_p1w": 0.09417318328808566, "ret_signed_p1w": 0.09417318328808566, "alpha_spy_p1w": 0.04901963176317059, "alpha_c_p1w": 0.03173041073177618, "bench_spy_p1w": 0.04515355152491507, "bench_c_p1w": 0.06244277255630948, "ret_p1m": 0.1530884536494821, "ret_signed_p1m": 0.1530884536494821, "alpha_spy_p1m": 0.06501853944906522, "alpha_c_p1m": -0.16606094920126546, "bench_spy_p1m": 0.08806991420041688, "bench_c_p1m": 0.31914940285074755, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.0476, -0.0871, -0.0787, -0.0554, -0.0554, -0.1067, -0.1169, -0.1258, -0.1404, -0.1275, -0.1062, -0.105, -0.1117, -0.1102, -0.1107, -0.1397, -0.1726, -0.166, -0.1058, -0.0762, -0.0856, -0.0794, -0.1105, -0.1267, -0.1267, -0.1069, -0.1043, -0.103, -0.1066, -0.1128, -0.1258, -0.1075, -0.136, -0.1418, -0.1437, -0.1571, -0.1472, -0.1062, -0.1124, -0.0714, -0.0799, -0.0826, -0.0977, -0.1347, -0.1273, -0.137, -0.1515, -0.141, -0.166, -0.132, -0.1433, -0.1419, -0.1672, -0.1907, -0.2103, -0.167, -0.1563, -0.1534, -0.1534, -0.1537, -0.1011, -0.0563, -0.0448, 0.0, 0.0221, 0.0248, 0.0677, 0.0725, 0.0942, 0.0756, 0.0824, 0.1375, 0.1302, 0.1378, 0.1256, 0.0761, 0.0912, 0.1235, 0.1338, 0.121, 0.1502, 0.145, 0.1104, 0.1573, 0.1531, 0.1285, 0.1218, 0.1837, 0.1444, 0.1323, 0.1064, 0.1244, 0.1158, 0.1146, 0.1146, 0.1358, 0.1354, 0.1481, 0.2024, 0.238, 0.2961, 0.2898, 0.1275, 0.0382, 0.0674, 0.0555, 0.0015, 0.0377, 0.0283, 0.0603, 0.0139, 0.0575, 0.1071, 0.1071, 0.0571, 0.0248, 0.0248, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2042612793602683147", "ticker_idx": 3, "ts": "2026-04-10T14:36:54+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$TSM $MU $SNDK $DRAM $AVGO $NVDA Global Boom 💥", "tweet_type": "analysis", "timeline": "years", "summary": "Bullish on global semis supercycle: TSMC, MU, AVGO, NVDA as core beneficiaries of AI infrastructure + memory boom driving $1.3T revenue by 2026.", "resolved_tickers": ["NVDA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$TSM $MU $SNDK $DRAM $AVGO $NVDA Global Boom 💥 \n\nGlobal semiconductor industry revenue is projected to exceed $1.3 trillion in 2026.\n\nThis represents a massive 64% year-over-year increase from 2025, the largest growth rate in two decades. It would mark the third consecutive year of double-digit growth, highlighting the sector’s central role in the AI technology stack.\n\nBroader Outlook\n\nThe growth is broad-based but memory and AI-related infrastructure (processing + networking) are the standout drivers. While AI chips (e.g., GPUs from Nvidia) get much attention, memory price inflation and data center buildout are playing an outsized role in the revenue explosion.\n\nThis ties directly into the ongoing AI infrastructure supercycle, where massive GPU cluster deployments require enormous amounts of supporting memory and optical/high-speed networking components.", "reply_text": null, "parent_text": null, "quoted_text": "$TSM feels safer than an index fund right now. It's now my 2nd biggest position after $MU\n\nAI is eating everything and TSMC is the kitchen where all the AI chips are cooked, Nvidia, AMD, Broadcom, hyperscalers\n\nOne stock = One broad exposure to the biggest trend of our lifetime", "parent_author": null, "ret_m1d": -0.025022544748339093, "ret_signed_m1d": -0.025022544748339093, "alpha_spy_m1d": -0.025684758411626984, "alpha_c_m1d": -0.009984073656074122, "bench_spy_m1d": 0.0006622136632878917, "bench_c_m1d": -0.015038471092264971, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.003604892099032586, "ret_signed_p1d": 0.003604892099032586, "alpha_spy_p1d": -0.006167555147449155, "alpha_c_p1d": -0.011181757284957738, "bench_spy_p1d": 0.009772447246481741, "bench_c_p1d": 0.014786649383990325, "ret_p1w": 0.06918295888331927, "ret_signed_p1w": 0.06918295888331927, "alpha_spy_p1w": 0.024029407358404198, "alpha_c_p1w": 0.0067401863270097895, "bench_spy_p1w": 0.04515355152491507, "bench_c_p1w": 0.06244277255630948, "ret_p1m": 0.1633355780222414, "ret_signed_p1m": 0.1633355780222414, "alpha_spy_p1m": 0.07526566382182454, "alpha_c_p1m": -0.15581382482850614, "bench_spy_p1m": 0.08806991420041688, "bench_c_p1m": 0.31914940285074755, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.015, -0.0292, -0.0084, -0.0128, -0.0128, -0.056, -0.0282, -0.0201, -0.0051, -0.0115, -0.0006, 0.0153, 0.0205, 0.0132, -0.0161, -0.044, -0.0766, -0.0888, -0.0171, 0.0074, -0.0005, 0.0075, -0.009, -0.0309, -0.0309, -0.0195, -0.0035, -0.0039, 0.0063, 0.0154, 0.0223, 0.0367, -0.0199, -0.0607, -0.0327, -0.0455, -0.0297, -0.0281, -0.0574, -0.0318, -0.0205, -0.0138, -0.0291, -0.0444, -0.0287, -0.0355, -0.0436, -0.0534, -0.0845, -0.0689, -0.0712, -0.0527, -0.0922, -0.1119, -0.1244, -0.0754, -0.0683, -0.0596, -0.0596, -0.0583, -0.0558, -0.0347, -0.025, 0.0, 0.0036, 0.0418, 0.0543, 0.0515, 0.0692, 0.0712, 0.0596, 0.0735, 0.0584, 0.1041, 0.1483, 0.1301, 0.1093, 0.058, 0.0521, 0.0522, 0.0417, 0.1018, 0.1212, 0.1409, 0.1633, 0.1704, 0.1972, 0.2497, 0.1945, 0.1786, 0.1695, 0.1847, 0.1637, 0.1415, 0.1415, 0.1391, 0.1271, 0.1358, 0.1193, 0.1894, 0.1813, 0.1385, 0.1606, 0.0886, 0.1074, 0.105, 0.0637, 0.0874, 0.0891, 0.1276, 0.1008, 0.0862, 0.1183, 0.1183, 0.1074, 0.0617, 0.0617, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2042612793602683147", "ticker_idx": 4, "ts": "2026-04-10T14:36:54+00:00", "symbol": "semiconductors", "kind": "sector", "geography": "global", "sub_sector": "memory", "direction": "long", "conviction": "high", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "memory and AI-related infrastructure (processing + networking) are the standout drivers", "tweet_type": "analysis", "timeline": "years", "summary": "Bullish on global semis supercycle: TSMC, MU, AVGO, NVDA as core beneficiaries of AI infrastructure + memory boom driving $1.3T revenue by 2026.", "resolved_tickers": ["MU", "000660.KS", "005930.KS", "285A.T"], "resolution_method": "basket", "resolution_reason": "Global memory semiconductor basket: MU, Hynix, Samsung, Kioxia", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$TSM $MU $SNDK $DRAM $AVGO $NVDA Global Boom 💥 \n\nGlobal semiconductor industry revenue is projected to exceed $1.3 trillion in 2026.\n\nThis represents a massive 64% year-over-year increase from 2025, the largest growth rate in two decades. It would mark the third consecutive year of double-digit growth, highlighting the sector’s central role in the AI technology stack.\n\nBroader Outlook\n\nThe growth is broad-based but memory and AI-related infrastructure (processing + networking) are the standout drivers. While AI chips (e.g., GPUs from Nvidia) get much attention, memory price inflation and data center buildout are playing an outsized role in the revenue explosion.\n\nThis ties directly into the ongoing AI infrastructure supercycle, where massive GPU cluster deployments require enormous amounts of supporting memory and optical/high-speed networking components.", "reply_text": null, "parent_text": null, "quoted_text": "$TSM feels safer than an index fund right now. It's now my 2nd biggest position after $MU\n\nAI is eating everything and TSMC is the kitchen where all the AI chips are cooked, Nvidia, AMD, Broadcom, hyperscalers\n\nOne stock = One broad exposure to the biggest trend of our lifetime", "parent_author": null, "ret_m1d": -0.005393450408182482, "ret_signed_m1d": -0.005393450408182482, "alpha_spy_m1d": -0.0060556640714703736, "alpha_c_m1d": 0.00964502068408249, "bench_spy_m1d": 0.0006622136632878917, "bench_c_m1d": -0.015038471092264971, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05535453655863182, "ret_signed_p1d": 0.05535453655863182, "alpha_spy_p1d": 0.045582089312150076, "alpha_c_p1d": 0.04056788717464149, "bench_spy_p1d": 0.009772447246481741, "bench_c_p1d": 0.014786649383990325, "ret_p1w": 0.061498406361360475, "ret_signed_p1w": 0.061498406361360475, "alpha_spy_p1w": 0.016344854836445405, "alpha_c_p1w": -0.0009443661949490034, "bench_spy_p1w": 0.04515355152491507, "bench_c_p1w": 0.06244277255630948, "ret_p1m": 0.6294314550802169, "ret_signed_p1m": 0.6294314550802169, "alpha_spy_p1m": 0.5413615408798, "alpha_c_p1m": 0.31028205222946936, "bench_spy_p1m": 0.08806991420041688, "bench_c_p1m": 0.31914940285074755, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.3407, -0.3346, -0.3159, -0.2942, -0.3044, -0.2881, -0.2554, -0.2524, -0.2577, -0.2314, -0.2014, -0.1815, -0.153, -0.2209, -0.1482, -0.1579, -0.2187, -0.2217, -0.195, -0.2055, -0.2129, -0.1522, -0.1353, -0.1411, -0.1405, -0.1552, -0.1297, -0.124, -0.1135, -0.0824, -0.0832, -0.0405, -0.0598, -0.0592, -0.1254, -0.2027, -0.1356, -0.1487, -0.2195, -0.1535, -0.1242, -0.1246, -0.1442, -0.0977, -0.0909, -0.026, -0.0545, -0.0677, -0.1216, -0.1186, -0.1118, -0.1559, -0.1789, -0.1986, -0.2542, -0.1734, -0.1913, -0.1654, -0.1469, -0.1248, -0.0448, -0.0431, -0.0054, 0.0, 0.0554, 0.0714, 0.0901, 0.0557, 0.0615, 0.0949, 0.1098, 0.1463, 0.1296, 0.1686, 0.1908, 0.182, 0.1919, 0.1819, 0.2504, 0.2708, 0.3873, 0.4786, 0.4793, 0.6182, 0.6294, 0.6876, 0.7068, 0.5903, 0.6339, 0.5651, 0.5881, 0.7164, 0.7423, 0.8001, 0.8109, 0.9376, 0.9646, 1.0306, 1.159, 1.2512, 1.2725, 1.2464, 1.1236, 0.9152, 1.1085, 0.9886, 1.0103, 1.1592, 1.2795, 1.4033, 1.4113, 1.4912, 1.6471, 1.6846, 1.4578, 1.4085, 1.5007, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2044109844605788248", "ticker_idx": 0, "ts": "2026-04-14T17:45:39+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU $DRAM $62 → $450\n\nThe thesis was public. The signal was there.\n\n$750 is next.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish MU with $750 price target next, following prior move from $62 to $450; HBM/DRAM/NAND thesis intact.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU $DRAM $62 → $450\n\nThe thesis was public. The signal was there.\n\n$750 is next. Choose your follows wisely.", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": -0.08396685520770475, "ret_signed_m1d": -0.08396685520770475, "alpha_spy_m1d": -0.07192866190508485, "alpha_c_m1d": -0.06480755507029468, "bench_spy_m1d": -0.012038193302619904, "bench_c_m1d": -0.019159300137410074, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.020250810895547366, "ret_signed_p1d": -0.020250810895547366, "alpha_spy_p1d": -0.028141780122591276, "alpha_c_p1d": -0.0224632002760784, "bench_spy_p1d": 0.007890969227043909, "bench_c_p1d": 0.0022123893805310324, "ret_p1w": -0.03496112754212388, "ret_signed_p1w": -0.03496112754212388, "alpha_spy_p1w": -0.048813610219581416, "alpha_c_p1w": -0.06296998520165797, "bench_spy_p1w": 0.013852482677457534, "bench_c_p1w": 0.028008857659534092, "ret_p1m": 0.7257870518463934, "ret_signed_p1m": 0.7257870518463934, "alpha_spy_p1m": 0.6568846766517031, "alpha_c_p1m": 0.459282578455561, "bench_spy_p1m": 0.06890237519469022, "bench_c_p1m": 0.2665044733908324, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.7257870518463934, "alpha_spy_stated": 0.6568846766517031, "alpha_c_stated": 0.459282578455561, "price_path": [-0.2774, -0.2213, -0.2213, -0.2165, -0.1647, -0.1466, -0.1421, -0.1648, -0.1194, -0.0656, -0.0645, -0.1094, -0.0602, -0.0996, -0.1856, -0.1781, -0.1528, -0.1768, -0.1988, -0.1192, -0.1114, -0.1163, -0.1163, -0.1418, -0.0964, -0.1041, -0.0809, -0.0964, -0.1027, -0.0791, -0.108, -0.1148, -0.1142, -0.185, -0.1397, -0.1477, -0.2051, -0.1643, -0.1347, -0.1012, -0.1299, -0.0853, -0.0516, -0.0089, -0.0089, -0.0463, -0.0922, -0.132, -0.151, -0.1798, -0.237, -0.2332, -0.3089, -0.2745, -0.21, -0.2135, -0.2135, -0.1888, -0.1892, -0.1266, -0.0948, -0.0968, -0.084, 0.0, -0.0203, -0.0181, -0.0227, -0.037, -0.035, 0.0469, 0.0345, 0.0667, 0.1265, 0.083, 0.1134, 0.1106, 0.1644, 0.2379, 0.3748, 0.4315, 0.3886, 0.6038, 0.708, 0.6462, 0.7258, 0.6665, 0.5562, 0.4636, 0.5005, 0.5719, 0.6366, 0.6128, 0.6128, 0.9239, 0.9938, 0.9832, 1.0852, 1.2237, 1.2851, 1.3184, 1.1389, 0.8555, 1.0386, 1.0098, 0.9153, 1.1386, 1.108, 1.3364, 1.1921, 1.2402, 1.4352, 1.4352, 1.6014, 1.2587, 1.2587, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2041126524015788091", "ticker_idx": 0, "ts": "2026-04-06T12:11:00+00:00", "symbol": "000660.KS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Shinhan Investment & Securities raised its target price for SK hynix from 1.3 million KRW to 1.5 million KRW, while maintaining a 'Buy' rating", "tweet_type": "news_reaction", "timeline": "quarters", "summary": "Shares Shinhan Buy on SK Hynix with PT raised to 1.5M KRW on record 2026 outlook: DRAM/NAND price surge, HBM3E leadership, AI demand, ADR listing.", "resolved_tickers": ["000660.KS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "$MU $DRAM $EWY\n\nShinhan Investment & Securities raised its target price for SK hynix from 1.3 million KRW (~$866 USD) to 1.5 million KRW (~$999 USD), while maintaining a 'Buy' rating.\n\nThe upgrade is driven by expectations of record-breaking performance in 2026, fueled by surging DRAM and NAND prices, continued leadership in HBM3E, strong AI memory demand, and potential delays in Nvidia’s next-generation Rubin GPU (which could extend SK hynix’s HBM3E advantage).\n\nKey Financial Forecasts for 2026\n\nQ1 2026: Revenue of $33.6B USD (+53.5% QoQ); operating profit of $23.7B USD (+85.1% QoQ).\n\nFull-year 2026: Revenue of $183.3B USD (+183.1% YoY); operating profit of $134.6B USD) (+327.6% YoY).\n\nAnalysts highlighted exceptionally high operating profit margins: 78.9% for DRAM and 58.6% for NAND, along with materializing long-term supply agreements (LTAs) with major Big Tech clients, giving SK hynix stronger negotiating power amid limited bit supply growth and excess demand.\n\nAdditional positive catalysts include the planned ADR listing in the second half of 2026", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.03275110809326065, "ret_signed_m1d": -0.03275110809326065, "alpha_spy_m1d": -0.028046500958602283, "alpha_c_m1d": -0.023508208046379875, "bench_spy_m1d": -0.004704607134658367, "bench_c_m1d": -0.009242900046880775, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.1277292533208676, "ret_signed_p1d": 0.1277292533208676, "alpha_spy_p1d": 0.12728925275624037, "alpha_c_p1d": 0.11782980688064915, "bench_spy_p1d": 0.0004400005646272298, "bench_c_p1d": 0.009899446440218451, "ret_p1w": 0.2041484827908595, "ret_signed_p1w": 0.2041484827908595, "alpha_spy_p1w": 0.16291500649294144, "alpha_c_p1w": 0.08454652300103138, "bench_spy_p1w": 0.04123347629791807, "bench_c_p1w": 0.11960195978982813, "ret_p1m": 0.7478166041675909, "ret_signed_p1m": 0.7478166041675909, "alpha_spy_p1m": 0.6494146290126712, "alpha_c_p1m": 0.42782572599305335, "bench_spy_p1m": 0.09840197515491966, "bench_c_p1m": 0.31999087817453753, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.1762, -0.1893, -0.1838, -0.1958, -0.1914, -0.1838, -0.1762, -0.1675, -0.1904, -0.1936, -0.1773, -0.1642, -0.198, -0.1282, -0.0836, -0.0618, -0.0095, -0.0956, -0.0116, -0.0193, -0.0825, -0.0857, -0.0334, -0.0454, -0.0629, -0.0324, -0.0411, -0.0411, -0.0411, -0.0411, -0.0258, 0.0341, 0.0363, 0.0951, 0.1093, 0.1998, 0.1583, 0.1583, 0.0251, -0.0731, 0.0273, 0.0087, -0.0873, 0.024, 0.0426, 0.0153, -0.0066, 0.0633, 0.059, 0.1528, 0.1059, 0.0993, 0.0186, 0.0764, 0.0862, 0.0186, 0.0186, -0.0469, -0.119, -0.0207, -0.0939, -0.0437, -0.0328, 0.0, 0.1277, 0.0895, 0.1212, 0.1354, 0.2041, 0.2402, 0.2609, 0.2314, 0.2729, 0.3362, 0.3352, 0.3373, 0.3341, 0.4105, 0.4192, 0.4116, 0.4039, 0.4039, 0.5797, 0.5797, 0.7478, 0.8057, 0.8406, 1.0524, 1.0033, 1.1572, 1.1507, 0.9858, 1.0087, 0.905, 0.905, 1.1179, 1.119, 1.119, 1.2402, 1.4487, 1.4993, 1.5474, 1.5801, 1.5768, 1.5768, 1.5092, 1.2602, 1.0866, 1.4185, 1.2362, 1.2941, 1.3476, 1.4982, 1.6009, 1.7526, 1.9317, 2.018, 2.1872, 1.7898, 1.8171, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2046994801246261317", "ticker_idx": 0, "ts": "2026-04-22T16:49:26+00:00", "symbol": "TSM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$TSM Mother of All Semiconductors\n\nShe is waking up", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long TSM; author endorses 'TSMC All In' thesis — it wins regardless of which chip player leads.", "resolved_tickers": ["TSM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$TSM Mother of All Semiconductors\n\nShe is waking up https://t.co/usOOAbWSOs", "reply_text": null, "parent_text": null, "quoted_text": "If $NVDA wins, $TSM wins\nIf $AVGO wins, $TSM wins\nIf $MU HBM wins, $TSM wins\nIf $SNDK HBF wins, $TSM wins\nIf $AMD AI chips win, $TSM wins\nIf $QCOM silicon win, $TSM wins\nIf $AAPL silicon win, $TSM wins\nIf hyperscalers ASIC wins, $TSM wins\n\nIs that clear enough? TSMC All In", "parent_author": null, "ret_m1d": -0.04996908251494636, "ret_signed_m1d": -0.04996908251494636, "alpha_spy_m1d": -0.03994389263147613, "alpha_c_m1d": -0.024446394653720893, "bench_spy_m1d": -0.010025189883470231, "bench_c_m1d": -0.025522687861225468, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.012337387134599642, "ret_signed_p1d": -0.012337387134599642, "alpha_spy_p1d": -0.00845664626620124, "alpha_c_p1d": -0.022865289474250816, "bench_spy_p1d": -0.0038807408683984024, "bench_c_p1d": 0.010527902339651174, "ret_p1w": 0.016492851871139358, "ret_signed_p1w": 0.016492851871139358, "alpha_spy_p1w": 0.01597265500854772, "alpha_c_p1w": -0.031218073701181348, "bench_spy_p1w": 0.0005201968625916376, "bench_c_p1w": 0.047710925572320706, "ret_p1m": 0.05087236889517843, "ret_signed_p1m": 0.05087236889517843, "alpha_spy_p1m": 0.006567702860101443, "alpha_c_p1m": -0.14007623097176358, "bench_spy_p1m": 0.04430466603507699, "bench_c_p1m": 0.19094859986694201, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.05087236889517843, "alpha_spy_stated": 0.006567702860101443, "alpha_c_stated": -0.14007623097176358, "price_path": [-0.1381, -0.1437, -0.1292, -0.119, -0.1261, -0.1492, -0.1214, -0.1358, -0.1616, -0.1488, -0.1021, -0.0852, -0.0685, -0.0372, -0.0526, -0.0571, -0.0571, -0.0626, -0.0676, -0.0724, -0.0463, -0.0476, -0.0072, -0.0021, -0.0302, -0.0359, -0.05, -0.0911, -0.08, -0.0892, -0.1278, -0.1025, -0.1067, -0.0874, -0.1334, -0.1293, -0.1243, -0.107, -0.1236, -0.1256, -0.1502, -0.1264, -0.1141, -0.1024, -0.1583, -0.1567, -0.1831, -0.1277, -0.1186, -0.1249, -0.1249, -0.1179, -0.1087, -0.0556, -0.0567, -0.0435, -0.0461, -0.0195, -0.0319, -0.0622, -0.0437, -0.0547, -0.05, 0.0, -0.0123, 0.0388, 0.0453, 0.0126, 0.0165, 0.0222, 0.0264, 0.0366, 0.018, 0.0827, 0.0689, 0.0626, 0.0441, 0.0254, 0.0319, 0.0782, 0.0436, 0.022, 0.0133, 0.0366, 0.0509, 0.0441, 0.0441, 0.0642, 0.0911, 0.0966, 0.08, 0.1244, 0.1529, 0.1271, 0.1484, 0.0716, 0.1016, 0.1045, 0.055, 0.0893, 0.0967, 0.1419, 0.1017, 0.118, 0.1955, 0.1955, 0.2099, 0.129, 0.129, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2034696608353591433", "ticker_idx": 0, "ts": "2026-03-19T18:20:48+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I think NVDA will take off too.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Author expects NVDA to take off from here.", "resolved_tickers": ["NVDA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@BillCarson3x I think NVDA will take off too.", "reply_text": null, "parent_text": "@TradexWhisperer nice!  let's just hope it doesn't get the of curse nvda where no matter what good news flies in from this point the stock will barely budge.", "quoted_text": null, "parent_author": "BillCarson3x", "ret_m1d": 0.010304671649063124, "ret_signed_m1d": 0.010304671649063124, "alpha_spy_m1d": 0.00783420242823607, "alpha_c_m1d": 0.01346986955623053, "bench_spy_m1d": 0.002470469220827054, "bench_c_m1d": -0.0031651979071674052, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03281811115811839, "ret_signed_p1d": -0.03281811115811839, "alpha_spy_p1d": -0.018482414891265675, "alpha_c_p1d": -0.007040680672888766, "bench_spy_p1d": -0.014335696266852715, "bench_c_p1d": -0.025777430485229624, "ret_p1w": -0.04099453436437661, "ret_signed_p1w": -0.04099453436437661, "alpha_spy_p1w": -0.021370090324573043, "alpha_c_p1w": -0.0053417018638525215, "bench_spy_p1w": -0.019624444039803568, "bench_c_p1w": -0.03565283250052409, "ret_p1m": 0.1294802534289088, "ret_signed_p1m": 0.1294802534289088, "alpha_spy_p1m": 0.05024491689362165, "alpha_c_p1m": -0.045846364316801, "bench_spy_p1m": 0.07923533653528714, "bench_c_p1m": 0.1753266177457098, "ret_p3m": 0.1629241941962538, "ret_signed_p3m": 0.1629241941962538, "alpha_spy_p3m": 0.022610098190834593, "alpha_c_p3m": -0.39688533445585783, "bench_spy_p3m": 0.14031409600541922, "bench_c_p3m": 0.5598095286521116, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.1294802534289088, "alpha_spy_stated": 0.05024491689362165, "alpha_c_stated": -0.045846364316801, "price_path": [0.0287, 0.0596, 0.0562, 0.0562, 0.067, 0.054, 0.0502, 0.0444, 0.0444, 0.0576, 0.0535, 0.0486, 0.059, 0.0362, 0.0352, 0.0357, 0.0405, 0.0256, 0.0475, 0.0429, 0.0429, -0.0028, 0.0266, 0.0351, 0.051, 0.0442, 0.0557, 0.0725, 0.0781, 0.0703, 0.0394, 0.0099, -0.0245, -0.0375, 0.0383, 0.0642, 0.0558, 0.0643, 0.0469, 0.0237, 0.0237, 0.0358, 0.0527, 0.0523, 0.063, 0.0727, 0.08, 0.0951, 0.0354, -0.0077, 0.0219, 0.0083, 0.025, 0.0267, -0.0042, 0.0229, 0.0347, 0.0418, 0.0256, 0.0095, 0.0261, 0.0189, 0.0103, 0.0, -0.0328, -0.0164, -0.0188, 0.0007, -0.041, -0.0618, -0.075, -0.0233, -0.0157, -0.0066, -0.0066, -0.0052, -0.0026, 0.0197, 0.03, 0.0564, 0.0602, 0.1005, 0.1137, 0.1108, 0.1295, 0.1316, 0.1194, 0.1341, 0.1181, 0.1664, 0.2131, 0.1938, 0.1719, 0.1177, 0.1114, 0.1116, 0.1005, 0.1639, 0.1845, 0.2052, 0.2289, 0.2364, 0.2647, 0.3202, 0.2619, 0.2451, 0.2355, 0.2515, 0.2293, 0.2059, 0.2059, 0.2033, 0.1906, 0.1999, 0.1825, 0.2565, 0.2479, 0.2027, 0.226, 0.15, 0.1698, 0.1673, 0.1237, 0.1487, 0.1505, 0.1912, 0.1629, 0.1474, 0.1813, 0.1813, 0.1699, 0.1216, 0.1216, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2039566160912609699", "ticker_idx": 0, "ts": "2026-04-02T04:50:40+00:00", "symbol": "TSM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "TSMC is completely SOLD OUT until 2028 including its cutting-edge 2nm (N2) node. Even its next-gen Arizona fab (targeting ~2030 production) is fully booked before construction has even started. 🔥", "tweet_type": "prediction", "timeline": "years", "summary": "Bullish TSM: sold out through 2028 on 2nm and Arizona fab fully booked pre-construction; $2T market cap seen as inevitable.", "resolved_tickers": ["TSM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$TSM TSMC is completely SOLD OUT until 2028 including its cutting-edge 2nm (N2) node. Even its next-gen Arizona fab (targeting ~2030 production) is fully booked before construction has even started. 🔥\n\nAI just broke the fab cycle. The fabs can't keep up. https://t.co/wkEM6ZLWza", "reply_text": null, "parent_text": null, "quoted_text": "$TSM has become the de facto semiconductor index. It's now the proxy for the entire semiconductor industry.\n\n$2 Trillion Market Cap: Inevitable", "parent_author": null, "ret_m1d": 0.007226192464308223, "ret_signed_m1d": 0.007226192464308223, "alpha_spy_m1d": 0.008125841897739905, "alpha_c_m1d": 0.008118336879534005, "bench_spy_m1d": -0.0008996494334316818, "bench_c_m1d": -0.0008921444152257818, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0, "ret_signed_p1d": 0.0, "alpha_spy_p1d": 0.0, "alpha_c_p1d": 0.0, "bench_spy_p1d": 0.0, "bench_c_p1d": 0.0, "ret_p1w": 0.07801433220852916, "ret_signed_p1w": 0.07801433220852916, "alpha_spy_p1w": 0.04129758798029992, "alpha_c_p1w": -0.018819858057427696, "bench_spy_p1w": 0.03671674422822924, "bench_c_p1w": 0.09683419026595685, "ret_p1m": 0.17292941792849637, "ret_signed_p1m": 0.17292941792849637, "alpha_spy_p1m": 0.07409282270505457, "alpha_c_p1m": -0.12657098431047564, "bench_spy_p1m": 0.09883659522344179, "bench_c_p1m": 0.299500402238972, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.0522, -0.037, -0.0627, -0.0647, -0.0481, -0.0242, -0.0258, -0.0379, 0.0048, 0.0071, 0.0071, -0.0378, -0.0408, -0.0371, -0.0151, -0.0214, -0.0049, 0.0068, -0.0013, -0.0278, 0.004, -0.0125, -0.0419, -0.0273, 0.026, 0.0453, 0.0645, 0.1003, 0.0827, 0.0775, 0.0775, 0.0712, 0.0655, 0.06, 0.0898, 0.0884, 0.1346, 0.1404, 0.1083, 0.1017, 0.0856, 0.0386, 0.0513, 0.0408, -0.0033, 0.0256, 0.0209, 0.0428, -0.0097, -0.005, 0.0007, 0.0205, 0.0016, -0.0007, -0.0289, -0.0017, 0.0124, 0.0257, -0.0381, -0.0363, -0.0665, -0.0032, 0.0072, 0.0, 0.0, 0.008, 0.0185, 0.0792, 0.078, 0.0931, 0.09, 0.1205, 0.1064, 0.0717, 0.0928, 0.0802, 0.0857, 0.1428, 0.1287, 0.1871, 0.1945, 0.1572, 0.1616, 0.1682, 0.1729, 0.1846, 0.1633, 0.2373, 0.2215, 0.2143, 0.1932, 0.1718, 0.1792, 0.2321, 0.1926, 0.1679, 0.158, 0.1846, 0.2009, 0.1931, 0.1931, 0.2161, 0.2468, 0.2531, 0.2342, 0.2849, 0.3175, 0.288, 0.3123, 0.2245, 0.2588, 0.2622, 0.2056, 0.2449, 0.2533, 0.305, 0.2589, 0.2776, 0.3662, 0.3662, 0.3826, 0.2901, 0.2901, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2033002833889604054", "ticker_idx": 0, "ts": "2026-03-15T02:10:21+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Micron IS the AI trade.", "tweet_type": "prediction", "timeline": "days", "summary": "Bullish MU ahead of catalyst in 4 days; positions it as the core AI trade via HBM and SOCAMM2.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU \"Micron is the invisible layer powering AI\" -Micron Landing Page.\n\nIn 4 days, the world is about to learn that AI Inference runs on HBM and SOCAMM2.\n\nMicron IS the AI trade. https://t.co/2czZtKGY4X", "reply_text": null, "parent_text": null, "quoted_text": "So what's up with Micron Technology $MU? Why did so many analysts lower the price targets but still rated it as Bullish? A bit contradicting isn't it? Well, here's the answer.\n\nThe DRAM spot prices have been mostly flat. The 'recovery' didn't come as soon as they initially https://t.co/GgCJ7xL1t0", "parent_author": null, "ret_m1d": -0.03546847335497094, "ret_signed_m1d": -0.03546847335497094, "alpha_spy_m1d": -0.025394133540871833, "alpha_c_m1d": -0.018739120616264038, "bench_spy_m1d": -0.01007433981409911, "bench_c_m1d": -0.016729352738706904, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.045020383429470456, "ret_signed_p1d": 0.045020383429470456, "alpha_spy_p1d": 0.04238983843836497, "alpha_c_p1d": 0.03750618929314964, "bench_spy_p1d": 0.002630544991105488, "bench_c_p1d": 0.0075141941363208176, "ret_p1w": -0.08476684429074977, "ret_signed_p1w": -0.08476684429074977, "alpha_spy_p1w": -0.06703941798397917, "alpha_c_p1w": -0.07826799176001509, "bench_spy_p1w": -0.0177274263067706, "bench_c_p1w": -0.006498852530734678, "ret_p1m": 0.05444914916034849, "ret_signed_p1m": 0.05444914916034849, "alpha_spy_p1m": 0.013604073054120036, "alpha_c_p1m": -0.09299191651914529, "bench_spy_p1m": 0.04084507610622845, "bench_c_p1m": 0.14744106567949378, "ret_p3m": 1.2550664879253932, "ret_signed_p3m": 1.2550664879253932, "alpha_spy_p3m": 1.1493241188170638, "alpha_c_p3m": 0.7079249580908438, "bench_spy_p3m": 0.10574236910832946, "bench_c_p3m": 0.5471415298345494, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": -0.08476684429074977, "alpha_spy_stated": -0.06703941798397917, "alpha_c_stated": -0.07826799176001509, "price_path": [-0.4897, -0.4376, -0.3983, -0.3742, -0.3749, -0.3514, -0.3514, -0.3556, -0.3337, -0.3376, -0.354, -0.354, -0.2861, -0.2935, -0.2227, -0.2314, -0.2598, -0.2189, -0.2171, -0.2347, -0.2455, -0.238, -0.1789, -0.1789, -0.1738, -0.1193, -0.1001, -0.0954, -0.1193, -0.0714, -0.0148, -0.0136, -0.0609, -0.0091, -0.0506, -0.1412, -0.1333, -0.1066, -0.132, -0.1552, -0.0712, -0.063, -0.0682, -0.0682, -0.0951, -0.0472, -0.0553, -0.0309, -0.0471, -0.0538, -0.029, -0.0594, -0.0666, -0.0659, -0.1406, -0.0929, -0.1013, -0.1618, -0.1188, -0.0876, -0.0523, -0.0825, -0.0355, 0.0, 0.045, 0.0451, 0.0056, -0.0428, -0.0848, -0.1047, -0.1352, -0.1954, -0.1914, -0.2713, -0.235, -0.167, -0.1707, -0.1707, -0.1446, -0.145, -0.079, -0.0455, -0.0476, -0.0341, 0.0544, 0.0331, 0.0354, 0.0305, 0.0154, 0.0176, 0.1039, 0.0908, 0.1248, 0.1878, 0.1419, 0.174, 0.1711, 0.2278, 0.3053, 0.4497, 0.5094, 0.4642, 0.6911, 0.801, 0.7359, 0.8198, 0.7572, 0.6409, 0.5433, 0.5822, 0.6575, 0.7257, 0.7006, 0.7006, 1.0286, 1.1023, 1.0912, 1.1988, 1.3448, 1.4096, 1.4446, 1.2554, 0.9565, 1.1496, 1.1192, 1.0196, 1.2551, 1.2228, 1.4637, 1.3114, 1.3622, 1.5678, 1.5678, 1.7431, 1.3816, 1.3816, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2045376523612619202", "ticker_idx": 0, "ts": "2026-04-18T05:38:59+00:00", "symbol": "TSM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The floor has been raised. AI Inference is arriving. Market has not priced it in yet. The rerating is not done.", "tweet_type": "prediction", "timeline": "months", "summary": "Long TSM to $2T market cap on AI inference structural demand not yet priced in; MU implied same structural re-rating thesis.", "resolved_tickers": ["TSM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$TSM just like $MU $DRAM. Structural shift. Not a cycle.\n\nEvery AI query. Every agentic workflow. Every autonomous system. Continuous. Persistent. Always on. All of it fabbed at TSMC.\n\nThe floor has been raised. AI Inference is arriving. Market has not priced it in yet.\n\nHPC at 61% of TSMC revenue. Up from 41% four years ago. Every other segment declining.\n\nTraining built the first wave of demand. Inference is the wave that never ends.\n\nCalled $TSM at $2 trillion October 1, 2025.\n\nThe rerating is not done.", "reply_text": null, "parent_text": null, "quoted_text": "$TSM 2 Trillion Market Cap Incoming", "parent_author": null, "ret_m1d": 0.011631755780736164, "ret_signed_m1d": 0.011631755780736164, "alpha_spy_m1d": 0.00962801371234101, "alpha_c_m1d": 0.01120065781816404, "bench_spy_m1d": 0.0020037420683951535, "bench_c_m1d": 0.0004310979625721245, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.00502400710670825, "ret_signed_p1d": 0.00502400710670825, "alpha_spy_p1d": 0.011570899955247738, "alpha_c_p1d": 0.0035152300140199877, "bench_spy_p1d": -0.006546892848539487, "bench_c_p1d": 0.0015087770926882627, "ret_p1w": 0.10577768334239135, "ret_signed_p1w": 0.10577768334239135, "alpha_spy_p1w": 0.09667670361811642, "alpha_c_p1w": 0.014605989468777558, "bench_spy_p1w": 0.009100979724274927, "bench_c_p1w": 0.09117169387361379, "ret_p1m": 0.0720019430526222, "ret_signed_p1m": 0.0720019430526222, "alpha_spy_p1m": 0.0367128738813427, "alpha_c_p1m": -0.10042678354227408, "bench_spy_p1m": 0.0352890691712795, "bench_c_p1m": 0.17242872659489628, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.0720019430526222, "alpha_spy_stated": 0.0367128738813427, "alpha_c_stated": -0.10042678354227408, "price_path": [-0.112, -0.1086, -0.0882, -0.0941, -0.0788, -0.068, -0.0755, -0.1, -0.0706, -0.0858, -0.1131, -0.0995, -0.0502, -0.0323, -0.0146, 0.0186, 0.0023, -0.0025, -0.0025, -0.0084, -0.0136, -0.0187, 0.0089, 0.0075, 0.0503, 0.0557, 0.026, 0.0199, 0.005, -0.0385, -0.0268, -0.0365, -0.0773, -0.0506, -0.055, -0.0346, -0.0832, -0.0789, -0.0736, -0.0553, -0.0728, -0.075, -0.101, -0.0759, -0.0628, -0.0505, -0.1096, -0.1079, -0.1358, -0.0772, -0.0676, -0.0743, -0.0743, -0.0668, -0.0571, -0.0009, -0.002, 0.0119, 0.0091, 0.0373, 0.0242, -0.0079, 0.0116, 0.0, 0.005, 0.0579, 0.0448, 0.0989, 0.1058, 0.0713, 0.0753, 0.0814, 0.0858, 0.0966, 0.0769, 0.1454, 0.1308, 0.1241, 0.1046, 0.0848, 0.0916, 0.1406, 0.1041, 0.0811, 0.072, 0.0966, 0.1117, 0.1045, 0.1045, 0.1258, 0.1542, 0.1601, 0.1426, 0.1895, 0.2197, 0.1924, 0.2148, 0.1336, 0.1654, 0.1684, 0.1161, 0.1524, 0.1602, 0.208, 0.1654, 0.1827, 0.2648, 0.2648, 0.2799, 0.1943, 0.1943, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2045376523612619202", "ticker_idx": 1, "ts": "2026-04-18T05:38:59+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$TSM just like $MU $DRAM. Structural shift. Not a cycle.", "tweet_type": "prediction", "timeline": "months", "summary": "Long TSM to $2T market cap on AI inference structural demand not yet priced in; MU implied same structural re-rating thesis.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$TSM just like $MU $DRAM. Structural shift. Not a cycle.\n\nEvery AI query. Every agentic workflow. Every autonomous system. Continuous. Persistent. Always on. All of it fabbed at TSMC.\n\nThe floor has been raised. AI Inference is arriving. Market has not priced it in yet.\n\nHPC at 61% of TSMC revenue. Up from 41% four years ago. Every other segment declining.\n\nTraining built the first wave of demand. Inference is the wave that never ends.\n\nCalled $TSM at $2 trillion October 1, 2025.\n\nThe rerating is not done.", "reply_text": null, "parent_text": null, "quoted_text": "$TSM 2 Trillion Market Cap Incoming", "parent_author": null, "ret_m1d": 0.014829832963189293, "ret_signed_m1d": 0.014829832963189293, "alpha_spy_m1d": 0.01282609089479414, "alpha_c_m1d": 0.014398735000617169, "bench_spy_m1d": 0.0020037420683951535, "bench_c_m1d": 0.0004310979625721245, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.002140830976164354, "ret_signed_p1d": 0.002140830976164354, "alpha_spy_p1d": 0.008687723824703841, "alpha_c_p1d": 0.0006320538834760914, "bench_spy_p1d": -0.006546892848539487, "bench_c_p1d": 0.0015087770926882627, "ret_p1w": 0.16979613275697347, "ret_signed_p1w": 0.16979613275697347, "alpha_spy_p1w": 0.16069515303269855, "alpha_c_p1w": 0.07862443888335968, "bench_spy_p1w": 0.009100979724274927, "bench_c_p1w": 0.09117169387361379, "ret_p1m": 0.5582265940656577, "ret_signed_p1m": 0.5582265940656577, "alpha_spy_p1m": 0.5229375248943782, "alpha_c_p1m": 0.3857978674707614, "bench_spy_p1m": 0.0352890691712795, "bench_c_p1m": 0.17242872659489628, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.5582265940656577, "alpha_spy_stated": 0.5229375248943782, "alpha_c_stated": 0.3857978674707614, "price_path": [-0.1326, -0.1137, -0.1091, -0.1327, -0.0855, -0.0297, -0.0286, -0.0752, -0.0241, -0.065, -0.1543, -0.1465, -0.1202, -0.1451, -0.168, -0.0853, -0.0772, -0.0824, -0.0824, -0.1088, -0.0617, -0.0697, -0.0456, -0.0616, -0.0682, -0.0437, -0.0737, -0.0808, -0.0801, -0.1536, -0.1066, -0.1149, -0.1746, -0.1322, -0.1014, -0.0667, -0.0964, -0.0501, -0.0152, 0.0292, 0.0292, -0.0097, -0.0573, -0.0987, -0.1183, -0.1483, -0.2076, -0.2037, -0.2824, -0.2466, -0.1797, -0.1833, -0.1833, -0.1576, -0.158, -0.093, -0.06, -0.0621, -0.0487, 0.0384, 0.0174, 0.0196, 0.0148, 0.0, 0.0021, 0.0871, 0.0743, 0.1077, 0.1698, 0.1246, 0.1562, 0.1533, 0.2092, 0.2855, 0.4277, 0.4865, 0.442, 0.6654, 0.7736, 0.7095, 0.7921, 0.7305, 0.616, 0.5199, 0.5582, 0.6324, 0.6995, 0.6748, 0.6748, 0.9979, 1.0704, 1.0595, 1.1654, 1.3092, 1.373, 1.4075, 1.2211, 0.9268, 1.1169, 1.0871, 0.9889, 1.2208, 1.189, 1.4263, 1.2763, 1.3264, 1.5289, 1.5289, 1.7014, 1.3455, 1.3455, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2039887597384917282", "ticker_idx": 0, "ts": "2026-04-03T02:07:57+00:00", "symbol": "000660.KS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "SK Hynix is heading for a massive earnings shock in Q1 2026. Hana Securities now forecasts $24.4 billion in operating profit for the quarter alone, a huge upward revision of ~$6.6B", "tweet_type": "analysis", "timeline": "quarters", "summary": "Bullish SK Hynix on massive Q1 2026 earnings revision; DRAM prices surging 110-115% QoQ and HBM demand driving record operating profit projections.", "resolved_tickers": ["000660.KS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "$DRAM $EWY $MU SK Hynix is heading for a massive earnings shock in Q1 2026.\n\nHana Securities now forecasts $24.4 billion in operating profit for the quarter alone, a huge upward revision of ~$6.6B from their previous $17.9B estimate just two months ago.\n\nThis comes on the back of DRAM contract prices surging 110-115% QoQ (DDR5 16Gb now ~$30, 5x higher than six months ago), exploding NAND prices, and overwhelming demand for HBM driven by AI infrastructure.\n\nQ1 revenue is projected at ~$35.4B (+203% YoY), with full-year 2026 operating profit now raised sharply to $153.4B (from $104B) and sales to $207.3B.\n\nQ2 is expected to be even stronger at ~$38B in op. profit as B2C customers show weaker resistance to price hikes.\n\nBrokerages are racing to raise targets: Hana and Daol at $1,059 per share, NH at $959. Currently, ₩877,000 KRW ($581) per share.\n\nAI memory is printing serious money for Hynix.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.05251141796891423, "ret_signed_m1d": -0.05251141796891423, "alpha_spy_m1d": -0.047806810834255864, "alpha_c_m1d": -0.043268517922033456, "bench_spy_m1d": -0.004704607134658367, "bench_c_m1d": -0.009242900046880775, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.011415507030035021, "ret_signed_p1d": 0.011415507030035021, "alpha_spy_p1d": 0.010975506465407792, "alpha_c_p1d": 0.0015160605898165702, "bench_spy_p1d": 0.0004400005646272298, "bench_c_p1d": 0.009899446440218451, "ret_p1w": 0.17237442018168414, "ret_signed_p1w": 0.17237442018168414, "alpha_spy_p1w": 0.13114094388376607, "alpha_c_p1w": 0.05277246039185601, "bench_spy_p1w": 0.04123347629791807, "bench_c_p1w": 0.11960195978982813, "ret_p1m": 0.651826500391725, "ret_signed_p1m": 0.651826500391725, "alpha_spy_p1m": 0.5534245252368053, "alpha_c_p1m": 0.33183562221718743, "bench_spy_p1m": 0.09840197515491966, "bench_c_p1m": 0.31999087817453753, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.1728, -0.1545, -0.1386, -0.1522, -0.1466, -0.1591, -0.1545, -0.1466, -0.1386, -0.1295, -0.1534, -0.1568, -0.1397, -0.126, -0.1614, -0.0884, -0.0417, -0.0189, 0.0358, -0.0543, 0.0335, 0.0255, -0.0406, -0.044, 0.0107, -0.0018, -0.0201, 0.0118, 0.0027, 0.0027, 0.0027, 0.0027, 0.0187, 0.0813, 0.0836, 0.1451, 0.16, 0.2546, 0.2112, 0.2112, 0.0719, -0.0308, 0.0742, 0.0548, -0.0457, 0.0708, 0.0902, 0.0616, 0.0388, 0.1119, 0.1073, 0.2055, 0.1564, 0.1495, 0.0651, 0.1256, 0.1358, 0.0651, 0.0651, -0.0034, -0.0788, 0.024, -0.0525, 0.0, 0.0114, 0.0457, 0.1792, 0.1393, 0.1724, 0.1872, 0.2591, 0.2968, 0.3185, 0.2877, 0.3311, 0.3973, 0.3961, 0.3984, 0.395, 0.4749, 0.484, 0.476, 0.468, 0.468, 0.6518, 0.6518, 0.8276, 0.8881, 0.9247, 1.1461, 1.0947, 1.2557, 1.2489, 1.0765, 1.1005, 0.992, 0.992, 1.2146, 1.2158, 1.2158, 1.3425, 1.5605, 1.6135, 1.6637, 1.6979, 1.6945, 1.6945, 1.6237, 1.3634, 1.1819, 1.529, 1.3383, 1.3988, 1.4547, 1.6123, 1.7196, 1.8783, 2.0656, 2.1558, 2.3327, 1.9172, 1.9457, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2039887597384917282", "ticker_idx": 1, "ts": "2026-04-03T02:07:57+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU", "tweet_type": "analysis", "timeline": "quarters", "summary": "Bullish SK Hynix on massive Q1 2026 earnings revision; DRAM prices surging 110-115% QoQ and HBM demand driving record operating profit projections.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "$DRAM $EWY $MU SK Hynix is heading for a massive earnings shock in Q1 2026.\n\nHana Securities now forecasts $24.4 billion in operating profit for the quarter alone, a huge upward revision of ~$6.6B from their previous $17.9B estimate just two months ago.\n\nThis comes on the back of DRAM contract prices surging 110-115% QoQ (DDR5 16Gb now ~$30, 5x higher than six months ago), exploding NAND prices, and overwhelming demand for HBM driven by AI infrastructure.\n\nQ1 revenue is projected at ~$35.4B (+203% YoY), with full-year 2026 operating profit now raised sharply to $153.4B (from $104B) and sales to $207.3B.\n\nQ2 is expected to be even stronger at ~$38B in op. profit as B2C customers show weaker resistance to price hikes.\n\nBrokerages are racing to raise targets: Hana and Daol at $1,059 per share, NH at $959. Currently, ₩877,000 KRW ($581) per share.\n\nAI memory is printing serious money for Hynix.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.030495603646339964, "ret_signed_m1d": -0.030495603646339964, "alpha_spy_m1d": -0.025790996511681596, "alpha_c_m1d": -0.02125270359945919, "bench_spy_m1d": -0.004704607134658367, "bench_c_m1d": -0.009242900046880775, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.00047655439619209705, "ret_signed_p1d": -0.00047655439619209705, "alpha_spy_p1d": -0.0009165549608193269, "alpha_c_p1d": -0.010376000836410548, "bench_spy_p1d": 0.0004400005646272298, "bench_c_p1d": 0.009899446440218451, "ret_p1w": 0.12918251411324855, "ret_signed_p1w": 0.12918251411324855, "alpha_spy_p1w": 0.08794903781533048, "alpha_c_p1w": 0.00958055432342042, "bench_spy_p1w": 0.04123347629791807, "bench_c_p1w": 0.11960195978982813, "ret_p1m": 0.6947267991766328, "ret_signed_p1m": 0.6947267991766328, "alpha_spy_p1m": 0.5963248240217132, "alpha_c_p1m": 0.3747359210020953, "bench_spy_p1m": 0.09840197515491966, "bench_c_p1m": 0.31999087817453753, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.1015, -0.1347, -0.0869, -0.0848, -0.1053, -0.1179, -0.1093, -0.0401, -0.0401, -0.0342, 0.0296, 0.052, 0.0575, 0.0296, 0.0855, 0.1518, 0.1531, 0.0978, 0.1585, 0.1099, 0.0039, 0.0132, 0.0444, 0.0148, -0.0124, 0.0858, 0.0954, 0.0893, 0.0893, 0.0578, 0.1139, 0.1043, 0.133, 0.1139, 0.1061, 0.1352, 0.0996, 0.0912, 0.092, 0.0047, 0.0605, 0.0506, -0.0202, 0.0302, 0.0667, 0.1079, 0.0726, 0.1276, 0.169, 0.2217, 0.2218, 0.1756, 0.119, 0.0699, 0.0466, 0.011, -0.0594, -0.0548, -0.1481, -0.1057, -0.0262, -0.0305, -0.0305, 0.0, -0.0005, 0.0767, 0.1158, 0.1134, 0.1292, 0.2327, 0.2077, 0.2104, 0.2047, 0.187, 0.1896, 0.2904, 0.2752, 0.3149, 0.3886, 0.3349, 0.3725, 0.369, 0.4353, 0.526, 0.6947, 0.7646, 0.7117, 0.9769, 1.1054, 1.0293, 1.1274, 1.0542, 0.9183, 0.8042, 0.8497, 0.9377, 1.0174, 0.988, 0.988, 1.3716, 1.4577, 1.4447, 1.5704, 1.7412, 1.8169, 1.8578, 1.6366, 1.2872, 1.5129, 1.4775, 1.361, 1.6363, 1.5985, 1.8801, 1.7021, 1.7615, 2.0019, 2.0019, 2.2067, 1.7842, 1.7842, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2039887597384917282", "ticker_idx": 3, "ts": "2026-04-03T02:07:57+00:00", "symbol": "DRAM", "kind": "sector", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "DRAM contract prices surging 110-115% QoQ (DDR5 16Gb now ~$30, 5x higher than six months ago)", "tweet_type": "analysis", "timeline": "quarters", "summary": "Bullish SK Hynix on massive Q1 2026 earnings revision; DRAM prices surging 110-115% QoQ and HBM demand driving record operating profit projections.", "resolved_tickers": ["MU", "000660.KS", "005930.KS"], "resolution_method": "basket", "resolution_reason": "DRAM sector basket: Micron, SK Hynix, Samsung", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "$DRAM $EWY $MU SK Hynix is heading for a massive earnings shock in Q1 2026.\n\nHana Securities now forecasts $24.4 billion in operating profit for the quarter alone, a huge upward revision of ~$6.6B from their previous $17.9B estimate just two months ago.\n\nThis comes on the back of DRAM contract prices surging 110-115% QoQ (DDR5 16Gb now ~$30, 5x higher than six months ago), exploding NAND prices, and overwhelming demand for HBM driven by AI infrastructure.\n\nQ1 revenue is projected at ~$35.4B (+203% YoY), with full-year 2026 operating profit now raised sharply to $153.4B (from $104B) and sales to $207.3B.\n\nQ2 is expected to be even stronger at ~$38B in op. profit as B2C customers show weaker resistance to price hikes.\n\nBrokerages are racing to raise targets: Hana and Daol at $1,059 per share, NH at $959. Currently, ₩877,000 KRW ($581) per share.\n\nAI memory is printing serious money for Hynix.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.041632487333978396, "ret_signed_m1d": -0.041632487333978396, "alpha_spy_m1d": -0.03692788019932003, "alpha_c_m1d": -0.03238958728709762, "bench_spy_m1d": -0.004704607134658367, "bench_c_m1d": -0.009242900046880775, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.015998626889404826, "ret_signed_p1d": 0.015998626889404826, "alpha_spy_p1d": 0.015558626324777596, "alpha_c_p1d": 0.006099180449186375, "bench_spy_p1d": 0.0004400005646272298, "bench_c_p1d": 0.009899446440218451, "ret_p1w": 0.13596473534857942, "ret_signed_p1w": 0.13596473534857942, "alpha_spy_p1w": 0.09473125905066135, "alpha_c_p1w": 0.01636277555875129, "bench_spy_p1w": 0.04123347629791807, "bench_c_p1w": 0.11960195978982813, "ret_p1m": 0.5317368857494239, "ret_signed_p1m": 0.5317368857494239, "alpha_spy_p1m": 0.43333491059450424, "alpha_c_p1m": 0.21174600757488637, "bench_spy_p1m": 0.09840197515491966, "bench_c_p1m": 0.31999087817453753, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.1766, -0.1778, -0.1605, -0.164, -0.1693, -0.1799, -0.1706, -0.1385, -0.1269, -0.1212, -0.1152, -0.1012, -0.0887, -0.0938, -0.0869, -0.0273, -0.0061, -0.02, 0.0181, -0.0461, -0.0216, -0.0184, -0.0475, -0.0597, -0.0366, -0.0092, -0.0085, 0.0194, 0.021, 0.0106, 0.0292, 0.0261, 0.0566, 0.0714, 0.0747, 0.1174, 0.1167, 0.1714, 0.1545, 0.1254, 0.0593, -0.0191, 0.027, 0.0312, -0.0164, 0.0619, 0.0604, 0.0654, 0.0638, 0.115, 0.1228, 0.1662, 0.1167, 0.0961, 0.0367, 0.0511, 0.0298, -0.0082, -0.0393, -0.0541, -0.069, 0.004, -0.0416, 0.0, 0.016, 0.0592, 0.1418, 0.1161, 0.136, 0.1665, 0.192, 0.2135, 0.2304, 0.2116, 0.2242, 0.288, 0.2798, 0.3063, 0.3208, 0.3385, 0.3496, 0.3529, 0.3625, 0.3927, 0.5317, 0.555, 0.656, 0.7744, 0.824, 0.9029, 0.9068, 0.9451, 0.919, 0.7778, 0.8198, 0.8031, 0.8306, 0.937, 0.9249, 1.0527, 1.1353, 1.218, 1.2641, 1.3691, 1.463, 1.4961, 1.4224, 1.2662, 1.2144, 1.0821, 1.2064, 1.1997, 1.201, 1.3556, 1.3748, 1.4411, 1.5804, 1.6714, 1.7546, 1.6718, 1.4554, 1.3872, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2033754807559983597", "ticker_idx": 0, "ts": "2026-03-17T03:58:26+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "AI is not a 2-year car lease. It's a perpetual mortgage.", "tweet_type": "analysis", "timeline": "years", "summary": "Bullish MU and EWY: chip wafer shortage persists to 2030 as AI demand structurally outpaces supply — a perpetual, not transient, cycle.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "$MU $EWY \"South Korea's SK Group Chairman Chey Tae-won said on Monday the global chip wafer shortage is likely to persist until 2030, as demand driven by artificial intelligence continues to outpace supply.\"\n\nAI is not a 2-year car lease. It's a perpetual mortgage. https://t.co/Zua77BQCoq", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.04308086630973251, "ret_signed_m1d": -0.04308086630973251, "alpha_spy_m1d": -0.04045722293057641, "alpha_c_m1d": -0.03562271417643936, "bench_spy_m1d": -0.0026236433791561042, "bench_c_m1d": -0.00745815213329315, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 8.669313309050963e-05, "ret_signed_p1d": 8.669313309050963e-05, "alpha_spy_p1d": 0.014040337648347667, "alpha_c_p1d": 0.008174758582560449, "bench_spy_p1d": -0.013953644515257158, "bench_c_p1d": -0.008088065449469939, "ret_p1w": -0.14329958296701462, "ret_signed_p1w": -0.14329958296701462, "alpha_spy_p1w": -0.11970636788698352, "alpha_c_p1w": -0.13752955546059475, "bench_spy_p1w": -0.023593215080031094, "bench_c_p1w": -0.005770027506419861, "ret_p1m": -0.011410958845228913, "ret_signed_p1m": -0.011410958845228913, "alpha_spy_p1m": -0.05771695641605823, "alpha_c_p1m": -0.15281388775760418, "bench_spy_p1m": 0.046305997570829316, "bench_c_p1m": 0.14140292891237527, "ret_p3m": 1.127016747777538, "ret_signed_p3m": 1.127016747777538, "alpha_spy_p3m": 1.0182110131930664, "alpha_c_p3m": 0.5649324544261685, "bench_spy_p3m": 0.10880573458447151, "bench_c_p3m": 0.5620842933513694, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.4619, -0.4243, -0.4012, -0.4019, -0.3793, -0.3793, -0.3834, -0.3624, -0.3662, -0.3818, -0.3818, -0.3168, -0.3239, -0.2561, -0.2645, -0.2917, -0.2526, -0.2509, -0.2676, -0.278, -0.2709, -0.2143, -0.2143, -0.2094, -0.1572, -0.1389, -0.1344, -0.1572, -0.1114, -0.0572, -0.0561, -0.1014, -0.0517, -0.0915, -0.1782, -0.1707, -0.1451, -0.1694, -0.1916, -0.1112, -0.1034, -0.1084, -0.1084, -0.1341, -0.0882, -0.096, -0.0726, -0.0882, -0.0946, -0.0708, -0.0999, -0.1068, -0.1062, -0.1776, -0.132, -0.14, -0.1979, -0.1568, -0.1269, -0.0931, -0.122, -0.077, -0.0431, 0.0, 0.0001, -0.0377, -0.084, -0.1242, -0.1433, -0.1724, -0.2301, -0.2263, -0.3027, -0.2679, -0.2029, -0.2064, -0.2064, -0.1814, -0.1818, -0.1187, -0.0866, -0.0886, -0.0757, 0.009, -0.0114, -0.0092, -0.0139, -0.0283, -0.0263, 0.0563, 0.0438, 0.0763, 0.1367, 0.0927, 0.1234, 0.1206, 0.1749, 0.2491, 0.3872, 0.4444, 0.4012, 0.6182, 0.7234, 0.6611, 0.7414, 0.6815, 0.5702, 0.4768, 0.5141, 0.5861, 0.6514, 0.6273, 0.6273, 0.9413, 1.0117, 1.0011, 1.104, 1.2438, 1.3058, 1.3393, 1.1582, 0.8722, 1.057, 1.0279, 0.9326, 1.1579, 1.127, 1.3575, 1.2118, 1.2605, 1.4572, 1.4572, 1.6249, 1.279, 1.279, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
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{"unit_id": "reply:2043878639918559522", "ticker_idx": 0, "ts": "2026-04-14T02:26:55+00:00", "symbol": "EWY", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I own EWY and DRAM", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds EWY and DRAM ETFs, long exposure to South Korean equities and memory sector.", "resolved_tickers": ["EWY"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "reply_other", "lang": "en", "tweet_text": "@Nyx_Ferros Yeah Samsung and SK Hynix going wild. I own EWY and DRAM.", "reply_text": null, "parent_text": "@TradexWhisperer You should check out SK Hynix today. +8%.", "quoted_text": null, "parent_author": "FerrosCapital", "ret_m1d": -0.03715569416674813, "ret_signed_m1d": -0.03715569416674813, "alpha_spy_m1d": -0.025117500864128228, "alpha_c_m1d": -0.025117500864128228, "bench_spy_m1d": -0.012038193302619904, "bench_c_m1d": -0.012038193302619904, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.01199887233923036, "ret_signed_p1d": -0.01199887233923036, "alpha_spy_p1d": -0.01988984156627427, "alpha_c_p1d": -0.01988984156627427, "bench_spy_p1d": 0.007890969227043909, "bench_c_p1d": 0.007890969227043909, "ret_p1w": 0.0007499360229359375, "ret_signed_p1w": 0.0007499360229359375, "alpha_spy_p1w": -0.013102546654521596, "alpha_c_p1w": -0.013102546654521596, "bench_spy_p1w": 0.013852482677457534, "bench_c_p1w": 0.013852482677457534, "ret_p1m": 0.28599682507318347, "ret_signed_p1m": 0.28599682507318347, "alpha_spy_p1m": 0.21709444987849325, "alpha_c_p1m": 0.21709444987849325, "bench_spy_p1m": 0.06890237519469022, "bench_c_p1m": 0.06890237519469022, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.28599682507318347, "alpha_spy_stated": 0.21709444987849325, "alpha_c_stated": 0.21709444987849325, "price_path": [-0.2429, -0.2349, -0.2349, -0.2435, -0.2115, -0.2092, -0.1957, -0.2002, -0.1635, -0.144, -0.1512, -0.1655, -0.1756, -0.1524, -0.1801, -0.1805, -0.1498, -0.1406, -0.1516, -0.1096, -0.1083, -0.0867, -0.0867, -0.1091, -0.0937, -0.0782, -0.0327, -0.0503, -0.0145, 0.0151, 0.0254, 0.032, 0.0059, -0.0978, -0.0839, -0.1428, -0.136, -0.0872, -0.1117, -0.0943, -0.158, -0.1536, -0.0926, -0.0835, -0.1009, -0.0809, -0.1425, -0.0877, -0.1222, -0.1291, -0.182, -0.1752, -0.2062, -0.1614, -0.1395, -0.1623, -0.1623, -0.1414, -0.1329, -0.0451, -0.0504, -0.0542, -0.0372, 0.0, -0.012, 0.0054, 0.0385, 0.0232, 0.0007, 0.0622, 0.0267, 0.0538, 0.0685, 0.0524, 0.0496, 0.096, 0.1044, 0.1153, 0.1826, 0.2407, 0.205, 0.2967, 0.3148, 0.2169, 0.286, 0.2989, 0.2194, 0.2006, 0.1864, 0.2279, 0.2709, 0.241, 0.241, 0.3679, 0.3519, 0.4072, 0.4033, 0.4774, 0.4626, 0.4519, 0.3906, 0.1944, 0.2656, 0.2548, 0.2166, 0.3563, 0.3461, 0.4416, 0.4038, 0.3981, 0.4944, 0.4944, 0.4932, 0.3103, 0.3103, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2043878639918559522", "ticker_idx": 1, "ts": "2026-04-14T02:26:55+00:00", "symbol": "DRAM", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I own EWY and DRAM", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds EWY and DRAM ETFs, long exposure to South Korean equities and memory sector.", "resolved_tickers": ["DRAM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "reply_other", "lang": "en", "tweet_text": "@Nyx_Ferros Yeah Samsung and SK Hynix going wild. I own EWY and DRAM.", "reply_text": null, "parent_text": "@TradexWhisperer You should check out SK Hynix today. +8%.", "quoted_text": null, "parent_author": "FerrosCapital", "ret_m1d": -0.05678944265095398, "ret_signed_m1d": -0.05678944265095398, "alpha_spy_m1d": -0.04475124934833408, "alpha_c_m1d": -0.04475124934833408, "bench_spy_m1d": -0.012038193302619904, "bench_c_m1d": -0.012038193302619904, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.030924894111853285, "ret_signed_p1d": -0.030924894111853285, "alpha_spy_p1d": -0.038815863338897194, "alpha_c_p1d": -0.038815863338897194, "bench_spy_p1d": 0.007890969227043909, "bench_c_p1d": 0.007890969227043909, "ret_p1w": -0.01799267346469957, "ret_signed_p1w": -0.01799267346469957, "alpha_spy_p1w": -0.031845156142157105, "alpha_c_p1w": -0.031845156142157105, "bench_spy_p1w": 0.013852482677457534, "bench_c_p1w": 0.013852482677457534, "ret_p1m": 0.5333146298413785, "ret_signed_p1m": 0.5333146298413785, "alpha_spy_p1m": 0.4644122546466882, "alpha_c_p1m": 0.4644122546466882, "bench_spy_p1m": 0.06890237519469022, "bench_c_p1m": 0.06890237519469022, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.5333146298413785, "alpha_spy_stated": 0.4644122546466882, "alpha_c_stated": 0.4644122546466882, "price_path": [null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, -0.2196, -0.2196, -0.1802, -0.1723, -0.0872, -0.0897, -0.0883, -0.0568, 0.0, -0.0309, -0.0149, 0.0006, -0.0141, -0.018, 0.0486, 0.0222, 0.0458, 0.0843, 0.0495, 0.0748, 0.1057, 0.1361, 0.194, 0.3014, 0.3686, 0.3087, 0.4844, 0.5485, 0.4422, 0.5333, 0.5122, 0.4366, 0.3866, 0.3992, 0.4481, 0.5277, 0.485, 0.485, 0.7012, 0.7073, 0.7591, 0.7768, 0.9117, 0.9559, 0.9598, 0.8471, 0.5685, 0.7014, 0.6829, 0.6129, 0.8308, 0.8277, 0.998, 0.9151, 0.9665, 1.1566, 1.1566, 1.2693, 0.946, 0.946, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2055521025568510336", "ticker_idx": 0, "ts": "2026-05-16T05:29:36+00:00", "symbol": "MSFT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Both are relatively undervalued", "tweet_type": "analysis", "timeline": "unspecified", "summary": "MSFT and META both relatively undervalued; implied long on both.", "resolved_tickers": ["MSFT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@dissectmarkets Both are relatively undervalued", "reply_text": null, "parent_text": "@TradexWhisperer I love how $MSFT and $META are two of Ackman’s biggest positions", "quoted_text": null, "parent_author": "dissectmarkets", "ret_m1d": -0.0038249450394318707, "ret_signed_m1d": -0.0038249450394318707, "alpha_spy_m1d": -0.004528949630953516, "alpha_c_m1d": -0.004528949630953516, "bench_spy_m1d": 0.0007040045915216453, "bench_c_m1d": 0.0007040045915216453, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.014449655975185882, "ret_signed_p1d": -0.014449655975185882, "alpha_spy_p1d": -0.007788867887692508, "alpha_c_p1d": -0.007788867887692508, "bench_spy_p1d": -0.0066607880874933745, "bench_c_p1d": -0.0066607880874933745, "ret_p1w": -0.009593990424278664, "ret_signed_p1w": -0.009593990424278664, "alpha_spy_p1w": -0.01905721053365872, "alpha_c_p1w": -0.01905721053365872, "bench_spy_p1w": 0.009463220109380055, "bench_c_p1w": 0.009463220109380055, "ret_p1m": -0.0681329798430379, "ret_signed_p1m": -0.0681329798430379, "alpha_spy_p1m": -0.08394566193318753, "alpha_c_p1m": -0.08394566193318753, "bench_spy_p1m": 0.015812682090149632, "bench_c_p1m": 0.015812682090149632, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.0681329798430379, "alpha_spy_stated": -0.08394566193318753, "alpha_c_stated": -0.08394566193318753, "price_path": [-0.0587, -0.0592, -0.0621, -0.0922, -0.0816, -0.0542, -0.0515, -0.0727, -0.059, -0.0463, -0.0433, -0.0304, -0.0344, -0.0334, -0.042, -0.0441, -0.0512, -0.0661, -0.0557, -0.057, -0.075, -0.0815, -0.0984, -0.0957, -0.1199, -0.124, -0.1359, -0.1576, -0.1525, -0.126, -0.1279, -0.1182, -0.1182, -0.1196, -0.121, -0.1162, -0.1192, -0.1244, -0.0925, -0.0718, -0.0291, -0.0077, -0.0018, -0.0129, 0.0015, 0.0221, -0.0184, 0.0025, 0.003, 0.0135, 0.0022, -0.0372, -0.0215, -0.0234, -0.0287, -0.0226, -0.0065, -0.0199, -0.0257, -0.0372, -0.0433, -0.0333, -0.0038, 0.0, -0.0144, -0.0059, -0.0084, -0.0096, -0.0096, -0.0156, -0.0236, 0.0103, 0.0653, 0.0897, 0.0442, 0.0112, 0.0128, -0.0141, -0.0258, -0.0455, -0.0598, -0.0764, -0.0754, -0.0541, -0.0681, -0.1034, -0.1023, -0.1023, -0.1308, -0.1152, -0.1152, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2055521025568510336", "ticker_idx": 1, "ts": "2026-05-16T05:29:36+00:00", "symbol": "META", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Both are relatively undervalued", "tweet_type": "analysis", "timeline": "unspecified", "summary": "MSFT and META both relatively undervalued; implied long on both.", "resolved_tickers": ["META"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@dissectmarkets Both are relatively undervalued", "reply_text": null, "parent_text": "@TradexWhisperer I love how $MSFT and $META are two of Ackman’s biggest positions", "quoted_text": null, "parent_author": "dissectmarkets", "ret_m1d": 0.004941032257342215, "ret_signed_m1d": 0.004941032257342215, "alpha_spy_m1d": 0.00423702766582057, "alpha_c_m1d": 0.012634673891714243, "bench_spy_m1d": 0.0007040045915216453, "bench_c_m1d": -0.007693641634372028, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.014070457436796246, "ret_signed_p1d": -0.014070457436796246, "alpha_spy_p1d": -0.007409669349302872, "alpha_c_p1d": -0.004410624433264787, "bench_spy_p1d": -0.0066607880874933745, "bench_c_p1d": -0.00965983300353146, "ret_p1w": -0.0015542552009076838, "ret_signed_p1w": -0.0015542552009076838, "alpha_spy_p1w": -0.011017475310287739, "alpha_c_p1w": 0.011439452123572003, "bench_spy_p1w": 0.009463220109380055, "bench_c_p1w": -0.012993707324479686, "ret_p1m": -0.017086911951792683, "ret_signed_p1m": -0.017086911951792683, "alpha_spy_p1m": -0.032899594041942315, "alpha_c_p1m": 0.022748979171856032, "bench_spy_p1m": 0.015812682090149632, "bench_c_p1m": -0.039835891123648715, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.017086911951792683, "alpha_spy_stated": -0.032899594041942315, "alpha_c_stated": 0.022748979171856032, "price_path": [0.0515, 0.054, 0.0718, 0.0417, 0.0451, 0.0686, 0.074, 0.0596, 0.0684, 0.0709, 0.0915, 0.0798, 0.0542, 0.0583, 0.0692, 0.0705, 0.0432, 0.0032, 0.0266, 0.0187, 0.0073, -0.0074, -0.0287, -0.0117, -0.0299, -0.0267, -0.1042, -0.1399, -0.1224, -0.0639, -0.0523, -0.0601, -0.0601, -0.0625, -0.0592, 0.002, 0.0281, 0.0305, 0.0382, 0.0839, 0.0988, 0.1074, 0.1265, 0.0977, 0.0943, 0.1039, 0.0784, 0.1044, 0.1103, 0.0984, 0.0947, 0.0011, -0.004, -0.0013, -0.0102, 0.0027, 0.0092, -0.0026, -0.0202, -0.0134, 0.0089, 0.0118, 0.0049, 0.0, -0.0141, -0.0101, -0.0063, -0.0016, -0.0016, 0.0018, 0.0393, 0.0394, 0.0348, -0.0176, -0.0222, 0.0193, 0.0268, -0.0298, -0.0422, -0.0436, -0.0658, -0.07, -0.0724, -0.0281, -0.0171, -0.0705, -0.0547, -0.0547, -0.0766, -0.0793, -0.0793, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2044989391073083643", "ticker_idx": 0, "ts": "2026-04-17T04:00:39+00:00", "symbol": "TSM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$TSM Ignore the noise. Fundamentals only. Patience.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long TSMC; wins regardless of which chip company prevails; ignore noise, focus on fundamentals.", "resolved_tickers": ["TSM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$TSM Ignore the noise. Fundamentals only. Patience. https://t.co/tcz37fGOCp", "reply_text": null, "parent_text": null, "quoted_text": "If $NVDA wins, $TSM wins\nIf $AVGO wins, $TSM wins\nIf $MU HBM wins, $TSM wins\nIf $SNDK HBF wins, $TSM wins\nIf $AMD AI chips win, $TSM wins\nIf $QCOM silicon win, $TSM wins\nIf $AAPL silicon win, $TSM wins\nIf hyperscalers ASIC wins, $TSM wins\n\nIs that clear enough? TSMC All In", "parent_author": null, "ret_m1d": -0.019298261691806262, "ret_signed_m1d": -0.019298261691806262, "alpha_spy_m1d": -0.007356895197240143, "alpha_c_m1d": 0.0008672325241804169, "bench_spy_m1d": -0.011941366494566119, "bench_c_m1d": -0.02016549421598668, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.011498013693489795, "ret_signed_p1d": -0.011498013693489795, "alpha_spy_p1d": -0.009498278578470298, "alpha_c_p1d": -0.011067101496287979, "bench_spy_p1d": -0.0019997351150194964, "bench_c_p1d": -0.00043091219720181595, "ret_p1w": 0.08626177007456715, "ret_signed_p1w": 0.08626177007456715, "alpha_spy_p1w": 0.08091073155568962, "alpha_c_p1w": -0.004827506135614668, "bench_spy_p1w": 0.005351038518877527, "bench_c_p1w": 0.09108927621018181, "ret_p1m": 0.06869102578487318, "ret_signed_p1m": 0.06869102578487318, "alpha_spy_p1m": 0.028544062013883043, "alpha_c_p1m": -0.10797212665278222, "bench_spy_p1m": 0.04014696377099014, "bench_c_p1m": 0.1766631524376554, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.06869102578487318, "alpha_spy_stated": 0.028544062013883043, "alpha_c_stated": -0.10797212665278222, "price_path": [-0.1195, -0.1223, -0.1189, -0.0987, -0.1045, -0.0894, -0.0787, -0.0861, -0.1103, -0.0812, -0.0963, -0.1233, -0.1098, -0.0611, -0.0434, -0.0259, 0.0069, -0.0093, -0.014, -0.014, -0.0198, -0.025, -0.03, -0.0027, -0.004, 0.0382, 0.0436, 0.0142, 0.0082, -0.0066, -0.0496, -0.038, -0.0476, -0.0879, -0.0615, -0.0658, -0.0457, -0.0938, -0.0894, -0.0843, -0.0662, -0.0835, -0.0856, -0.1114, -0.0865, -0.0735, -0.0614, -0.1198, -0.1181, -0.1457, -0.0879, -0.0783, -0.0849, -0.0849, -0.0776, -0.068, -0.0124, -0.0135, 0.0003, -0.0025, 0.0253, 0.0124, -0.0193, 0.0, -0.0115, -0.0065, 0.0457, 0.0328, 0.0863, 0.0931, 0.0589, 0.063, 0.069, 0.0733, 0.084, 0.0645, 0.1323, 0.1178, 0.1111, 0.0919, 0.0723, 0.0791, 0.1274, 0.0914, 0.0687, 0.0597, 0.084, 0.0989, 0.0918, 0.0918, 0.1129, 0.141, 0.1467, 0.1294, 0.1758, 0.2056, 0.1787, 0.2009, 0.1206, 0.152, 0.155, 0.1032, 0.1392, 0.1469, 0.1942, 0.152, 0.1691, 0.2502, 0.2502, 0.2652, 0.1806, 0.1806, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2046812344454631928", "ticker_idx": 0, "ts": "2026-04-22T04:44:25+00:00", "symbol": "TSM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Long $TSM $ASX $AMKR $INTC", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long TSM, ASX, AMKR, INTC as advanced packaging plays on OpenAI's HBM-dense AI accelerator patent; also bullish MU/DRAM on same thesis.", "resolved_tickers": ["TSM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU $DRAM - Advanced Packaging.\n\n@OpenAI just filed a patent enabling dense HBM integration directly into AI accelerator architecture.\n\nEveryone is talking about the HBM angle. Nobody is talking about what makes it physically possible.\n\nThis design is conceptually similar to Intel's EMIB. It requires 2.5D advanced packaging. Embedded bridges. Fine-pitch substrate routing. Precise chiplet placement at scale.\n\nWithout that advanced packaging infrastructure, the bandwidth and latency requirements of frontier AI workloads cannot be met. The silicon is only half the story. The packaging is what makes it deployable.\n\nThis is not just a memory thesis. It is an advanced packaging thesis wearing a memory label.\n\nLong $TSM $ASX $AMKR $INTC", "reply_text": null, "parent_text": null, "quoted_text": "이번주에 공개된 특허 중 OpenAI의 칩 구조 특허가 있었네요. HBM 떡칠이라니 ... 이게 뭔가요. 🤣🤣🤣\n\n아니다, 대한민국 국민으로서는 OpenAI가 칩에서 꼭 성공하기를 빌어야겠네요. 컴퓨터 유닛 하나당 HBM가 몇 개야 ... 🤣🤣🤣\n\n@jukan05 \n@Semicon_player https://t.co/nmCPs6lomE", "parent_author": null, "ret_m1d": -0.04996908251494636, "ret_signed_m1d": -0.04996908251494636, "alpha_spy_m1d": -0.03994389263147613, "alpha_c_m1d": -0.024446394653720893, "bench_spy_m1d": -0.010025189883470231, "bench_c_m1d": -0.025522687861225468, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.012337387134599642, "ret_signed_p1d": -0.012337387134599642, "alpha_spy_p1d": -0.00845664626620124, "alpha_c_p1d": -0.022865289474250816, "bench_spy_p1d": -0.0038807408683984024, "bench_c_p1d": 0.010527902339651174, "ret_p1w": 0.016492851871139358, "ret_signed_p1w": 0.016492851871139358, "alpha_spy_p1w": 0.01597265500854772, "alpha_c_p1w": -0.031218073701181348, "bench_spy_p1w": 0.0005201968625916376, "bench_c_p1w": 0.047710925572320706, "ret_p1m": 0.05087236889517843, "ret_signed_p1m": 0.05087236889517843, "alpha_spy_p1m": 0.006567702860101443, "alpha_c_p1m": -0.14007623097176358, "bench_spy_p1m": 0.04430466603507699, "bench_c_p1m": 0.19094859986694201, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.05087236889517843, "alpha_spy_stated": 0.006567702860101443, "alpha_c_stated": -0.14007623097176358, "price_path": [-0.1381, -0.1437, -0.1292, -0.119, -0.1261, -0.1492, -0.1214, -0.1358, -0.1616, -0.1488, -0.1021, -0.0852, -0.0685, -0.0372, -0.0526, -0.0571, -0.0571, -0.0626, -0.0676, -0.0724, -0.0463, -0.0476, -0.0072, -0.0021, -0.0302, -0.0359, -0.05, -0.0911, -0.08, -0.0892, -0.1278, -0.1025, -0.1067, -0.0874, -0.1334, -0.1293, -0.1243, -0.107, -0.1236, -0.1256, -0.1502, -0.1264, -0.1141, -0.1024, -0.1583, -0.1567, -0.1831, -0.1277, -0.1186, -0.1249, -0.1249, -0.1179, -0.1087, -0.0556, -0.0567, -0.0435, -0.0461, -0.0195, -0.0319, -0.0622, -0.0437, -0.0547, -0.05, 0.0, -0.0123, 0.0388, 0.0453, 0.0126, 0.0165, 0.0222, 0.0264, 0.0366, 0.018, 0.0827, 0.0689, 0.0626, 0.0441, 0.0254, 0.0319, 0.0782, 0.0436, 0.022, 0.0133, 0.0366, 0.0509, 0.0441, 0.0441, 0.0642, 0.0911, 0.0966, 0.08, 0.1244, 0.1529, 0.1271, 0.1484, 0.0716, 0.1016, 0.1045, 0.055, 0.0893, 0.0967, 0.1419, 0.1017, 0.118, 0.1955, 0.1955, 0.2099, 0.129, 0.129, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2046812344454631928", "ticker_idx": 1, "ts": "2026-04-22T04:44:25+00:00", "symbol": "ASX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Long $TSM $ASX $AMKR $INTC", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long TSM, ASX, AMKR, INTC as advanced packaging plays on OpenAI's HBM-dense AI accelerator patent; also bullish MU/DRAM on same thesis.", "resolved_tickers": ["ASX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU $DRAM - Advanced Packaging.\n\n@OpenAI just filed a patent enabling dense HBM integration directly into AI accelerator architecture.\n\nEveryone is talking about the HBM angle. Nobody is talking about what makes it physically possible.\n\nThis design is conceptually similar to Intel's EMIB. It requires 2.5D advanced packaging. Embedded bridges. Fine-pitch substrate routing. Precise chiplet placement at scale.\n\nWithout that advanced packaging infrastructure, the bandwidth and latency requirements of frontier AI workloads cannot be met. The silicon is only half the story. The packaging is what makes it deployable.\n\nThis is not just a memory thesis. It is an advanced packaging thesis wearing a memory label.\n\nLong $TSM $ASX $AMKR $INTC", "reply_text": null, "parent_text": null, "quoted_text": "이번주에 공개된 특허 중 OpenAI의 칩 구조 특허가 있었네요. HBM 떡칠이라니 ... 이게 뭔가요. 🤣🤣🤣\n\n아니다, 대한민국 국민으로서는 OpenAI가 칩에서 꼭 성공하기를 빌어야겠네요. 컴퓨터 유닛 하나당 HBM가 몇 개야 ... 🤣🤣🤣\n\n@jukan05 \n@Semicon_player https://t.co/nmCPs6lomE", "parent_author": null, "ret_m1d": -0.011686156011816218, "ret_signed_m1d": -0.011686156011816218, "alpha_spy_m1d": -0.0016609661283459864, "alpha_c_m1d": 0.01383653184940925, "bench_spy_m1d": -0.010025189883470231, "bench_c_m1d": -0.025522687861225468, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.00467450061538266, "ret_signed_p1d": -0.00467450061538266, "alpha_spy_p1d": -0.0007937597469842572, "alpha_c_p1d": -0.015202402955033834, "bench_spy_p1d": -0.0038807408683984024, "bench_c_p1d": 0.010527902339651174, "ret_p1w": 0.021368927323714093, "ret_signed_p1w": 0.021368927323714093, "alpha_spy_p1w": 0.020848730461122456, "alpha_c_p1w": -0.026341998248606613, "bench_spy_p1w": 0.0005201968625916376, "bench_c_p1w": 0.047710925572320706, "ret_p1m": 0.0898163124602529, "ret_signed_p1m": 0.0898163124602529, "alpha_spy_p1m": 0.04551164642517591, "alpha_c_p1m": -0.10113228740668911, "bench_spy_p1m": 0.04430466603507699, "bench_c_p1m": 0.19094859986694201, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.0898163124602529, "alpha_spy_stated": 0.04551164642517591, "alpha_c_stated": -0.10113228740668911, "price_path": [-0.3526, -0.3379, -0.3299, -0.3235, -0.3396, -0.3663, -0.3519, -0.3526, -0.3659, -0.3235, -0.3025, -0.2604, -0.2491, -0.2073, -0.2167, -0.2187, -0.2187, -0.2164, -0.2207, -0.226, -0.2, -0.216, -0.1713, -0.1616, -0.191, -0.189, -0.192, -0.2551, -0.2621, -0.2634, -0.2948, -0.2768, -0.2751, -0.2688, -0.2992, -0.2821, -0.2815, -0.2711, -0.2768, -0.2688, -0.2885, -0.2761, -0.2811, -0.2521, -0.2845, -0.2821, -0.3025, -0.2761, -0.2494, -0.2561, -0.2561, -0.2471, -0.2591, -0.194, -0.1816, -0.1706, -0.1135, -0.1028, -0.0908, -0.0785, -0.0454, -0.0224, -0.0117, 0.0, -0.0047, 0.0684, 0.0301, 0.0043, 0.0214, 0.0487, 0.0548, 0.0778, 0.1165, 0.1406, 0.1132, 0.1429, 0.1786, 0.1446, 0.1843, 0.177, 0.1289, 0.0568, 0.0314, 0.0581, 0.0898, 0.1623, 0.1623, 0.3005, 0.3045, 0.3556, 0.2805, 0.2745, 0.3109, 0.3326, 0.2821, 0.1362, 0.186, 0.1713, 0.1452, 0.2287, 0.2728, 0.2855, 0.2301, 0.2501, 0.3543, 0.3543, 0.4564, 0.3279, 0.3279, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2046812344454631928", "ticker_idx": 2, "ts": "2026-04-22T04:44:25+00:00", "symbol": "AMKR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Long $TSM $ASX $AMKR $INTC", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long TSM, ASX, AMKR, INTC as advanced packaging plays on OpenAI's HBM-dense AI accelerator patent; also bullish MU/DRAM on same thesis.", "resolved_tickers": ["AMKR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductor Equipment & Materials'", "bench_c_industry": "Semiconductor Equipment & Materials", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU $DRAM - Advanced Packaging.\n\n@OpenAI just filed a patent enabling dense HBM integration directly into AI accelerator architecture.\n\nEveryone is talking about the HBM angle. Nobody is talking about what makes it physically possible.\n\nThis design is conceptually similar to Intel's EMIB. It requires 2.5D advanced packaging. Embedded bridges. Fine-pitch substrate routing. Precise chiplet placement at scale.\n\nWithout that advanced packaging infrastructure, the bandwidth and latency requirements of frontier AI workloads cannot be met. The silicon is only half the story. The packaging is what makes it deployable.\n\nThis is not just a memory thesis. It is an advanced packaging thesis wearing a memory label.\n\nLong $TSM $ASX $AMKR $INTC", "reply_text": null, "parent_text": null, "quoted_text": "이번주에 공개된 특허 중 OpenAI의 칩 구조 특허가 있었네요. HBM 떡칠이라니 ... 이게 뭔가요. 🤣🤣🤣\n\n아니다, 대한민국 국민으로서는 OpenAI가 칩에서 꼭 성공하기를 빌어야겠네요. 컴퓨터 유닛 하나당 HBM가 몇 개야 ... 🤣🤣🤣\n\n@jukan05 \n@Semicon_player https://t.co/nmCPs6lomE", "parent_author": null, "ret_m1d": -0.028235360532148812, "ret_signed_m1d": -0.028235360532148812, "alpha_spy_m1d": -0.01821017064867858, "alpha_c_m1d": -0.002712672670923344, "bench_spy_m1d": -0.010025189883470231, "bench_c_m1d": -0.025522687861225468, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.009134916725946907, "ret_signed_p1d": 0.009134916725946907, "alpha_spy_p1d": 0.013015657594345309, "alpha_c_p1d": -0.0013929856137042673, "bench_spy_p1d": -0.0038807408683984024, "bench_c_p1d": 0.010527902339651174, "ret_p1w": -0.022699015329766703, "ret_signed_p1w": -0.022699015329766703, "alpha_spy_p1w": -0.02321921219235834, "alpha_c_p1w": -0.07040994090208741, "bench_spy_p1w": 0.0005201968625916376, "bench_c_p1w": 0.047710925572320706, "ret_p1m": -0.08788929508487353, "ret_signed_p1m": -0.08788929508487353, "alpha_spy_p1m": -0.13219396111995052, "alpha_c_p1m": -0.27883789495181555, "bench_spy_p1m": 0.04430466603507699, "bench_c_p1m": 0.19094859986694201, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.08788929508487353, "alpha_spy_stated": -0.13219396111995052, "alpha_c_stated": -0.27883789495181555, "price_path": [-0.3133, -0.3039, -0.2991, -0.296, -0.3093, -0.3324, -0.3341, -0.3612, -0.394, -0.3884, -0.3181, -0.2745, -0.2615, -0.224, -0.2873, -0.3441, -0.3441, -0.3529, -0.3543, -0.3322, -0.3377, -0.3498, -0.3296, -0.2963, -0.3297, -0.3394, -0.3395, -0.384, -0.3677, -0.3844, -0.4252, -0.4029, -0.393, -0.3933, -0.4288, -0.405, -0.3823, -0.3586, -0.3513, -0.3338, -0.366, -0.3617, -0.3044, -0.3089, -0.3752, -0.3848, -0.4291, -0.3767, -0.3565, -0.3536, -0.3536, -0.3491, -0.3409, -0.2745, -0.2368, -0.1978, -0.1635, -0.1513, -0.1734, -0.1294, -0.0675, -0.0389, -0.0282, 0.0, 0.0091, 0.081, 0.0466, -0.0123, -0.0227, -0.0346, -0.0161, -0.0179, 0.0617, 0.0688, 0.0003, 0.0603, 0.0615, 0.0166, 0.0327, -0.0022, -0.0263, -0.086, -0.0929, -0.052, -0.0879, -0.09, -0.09, 0.0167, -0.0008, -0.0231, -0.0372, 0.0069, 0.0345, 0.042, 0.0229, -0.1, -0.0537, -0.0174, -0.0355, 0.0552, 0.147, 0.1839, 0.1993, 0.1976, 0.2535, 0.2535, 0.2963, 0.2016, 0.2016, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2046812344454631928", "ticker_idx": 3, "ts": "2026-04-22T04:44:25+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Long $TSM $ASX $AMKR $INTC", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long TSM, ASX, AMKR, INTC as advanced packaging plays on OpenAI's HBM-dense AI accelerator patent; also bullish MU/DRAM on same thesis.", "resolved_tickers": ["INTC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU $DRAM - Advanced Packaging.\n\n@OpenAI just filed a patent enabling dense HBM integration directly into AI accelerator architecture.\n\nEveryone is talking about the HBM angle. Nobody is talking about what makes it physically possible.\n\nThis design is conceptually similar to Intel's EMIB. It requires 2.5D advanced packaging. Embedded bridges. Fine-pitch substrate routing. Precise chiplet placement at scale.\n\nWithout that advanced packaging infrastructure, the bandwidth and latency requirements of frontier AI workloads cannot be met. The silicon is only half the story. The packaging is what makes it deployable.\n\nThis is not just a memory thesis. It is an advanced packaging thesis wearing a memory label.\n\nLong $TSM $ASX $AMKR $INTC", "reply_text": null, "parent_text": null, "quoted_text": "이번주에 공개된 특허 중 OpenAI의 칩 구조 특허가 있었네요. HBM 떡칠이라니 ... 이게 뭔가요. 🤣🤣🤣\n\n아니다, 대한민국 국민으로서는 OpenAI가 칩에서 꼭 성공하기를 빌어야겠네요. 컴퓨터 유닛 하나당 HBM가 몇 개야 ... 🤣🤣🤣\n\n@jukan05 \n@Semicon_player https://t.co/nmCPs6lomE", "parent_author": null, "ret_m1d": 0.015167849610564277, "ret_signed_m1d": 0.015167849610564277, "alpha_spy_m1d": 0.025193039494034508, "alpha_c_m1d": 0.040690537471789745, "bench_spy_m1d": -0.010025189883470231, "bench_c_m1d": -0.025522687861225468, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.023134705284083568, "ret_signed_p1d": 0.023134705284083568, "alpha_spy_p1d": 0.02701544615248197, "alpha_c_p1d": 0.012606802944432394, "bench_spy_p1d": -0.0038807408683984024, "bench_c_p1d": 0.010527902339651174, "ret_p1w": 0.45166240038508154, "ret_signed_p1w": 0.45166240038508154, "alpha_spy_p1w": 0.4511422035224899, "alpha_c_p1w": 0.40395147481276084, "bench_spy_p1w": 0.0005201968625916376, "bench_c_p1w": 0.047710925572320706, "ret_p1m": 0.8155355614314741, "ret_signed_p1m": 0.8155355614314741, "alpha_spy_p1m": 0.7712308953963971, "alpha_c_p1m": 0.6245869615645321, "bench_spy_p1m": 0.04430466603507699, "bench_c_p1m": 0.19094859986694201, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.8155355614314741, "alpha_spy_stated": 0.7712308953963971, "alpha_c_stated": 0.6245869615645321, "price_path": [-0.3095, -0.349, -0.3269, -0.2526, -0.2545, -0.288, -0.2522, -0.2454, -0.2554, -0.2609, -0.2249, -0.2303, -0.2779, -0.2602, -0.2879, -0.2831, -0.2831, -0.2925, -0.3035, -0.3164, -0.3242, -0.3315, -0.2934, -0.2818, -0.3035, -0.3012, -0.3029, -0.3397, -0.3017, -0.296, -0.3348, -0.3017, -0.2833, -0.2649, -0.3067, -0.2988, -0.2989, -0.325, -0.3101, -0.2925, -0.3279, -0.3257, -0.325, -0.2772, -0.3243, -0.3392, -0.3689, -0.3239, -0.2641, -0.2281, -0.2281, -0.222, -0.1894, -0.0968, -0.0544, -0.0443, -0.0014, -0.0224, -0.0051, 0.0495, 0.0495, 0.0066, 0.0152, 0.0, 0.0231, 0.2646, 0.3021, 0.2949, 0.4517, 0.4475, 0.5263, 0.4674, 0.657, 0.7314, 0.6795, 0.9139, 0.9831, 0.8479, 0.843, 0.7762, 0.6665, 0.6573, 0.6976, 0.8226, 0.8155, 0.8361, 0.8361, 0.8924, 0.8656, 0.8522, 0.757, 0.675, 0.6536, 0.7268, 0.7126, 0.5194, 0.6894, 0.6534, 0.64, 0.7919, 0.9085, 0.9589, 0.7933, 0.8554, 1.0529, 1.0529, 1.1593, 1.0267, 1.0267, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2046812344454631928", "ticker_idx": 4, "ts": "2026-04-22T04:44:25+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU $DRAM - Advanced Packaging", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long TSM, ASX, AMKR, INTC as advanced packaging plays on OpenAI's HBM-dense AI accelerator patent; also bullish MU/DRAM on same thesis.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU $DRAM - Advanced Packaging.\n\n@OpenAI just filed a patent enabling dense HBM integration directly into AI accelerator architecture.\n\nEveryone is talking about the HBM angle. Nobody is talking about what makes it physically possible.\n\nThis design is conceptually similar to Intel's EMIB. It requires 2.5D advanced packaging. Embedded bridges. Fine-pitch substrate routing. Precise chiplet placement at scale.\n\nWithout that advanced packaging infrastructure, the bandwidth and latency requirements of frontier AI workloads cannot be met. The silicon is only half the story. The packaging is what makes it deployable.\n\nThis is not just a memory thesis. It is an advanced packaging thesis wearing a memory label.\n\nLong $TSM $ASX $AMKR $INTC", "reply_text": null, "parent_text": null, "quoted_text": "이번주에 공개된 특허 중 OpenAI의 칩 구조 특허가 있었네요. HBM 떡칠이라니 ... 이게 뭔가요. 🤣🤣🤣\n\n아니다, 대한민국 국민으로서는 OpenAI가 칩에서 꼭 성공하기를 빌어야겠네요. 컴퓨터 유닛 하나당 HBM가 몇 개야 ... 🤣🤣🤣\n\n@jukan05 \n@Semicon_player https://t.co/nmCPs6lomE", "parent_author": null, "ret_m1d": -0.07815706335615102, "ret_signed_m1d": -0.07815706335615102, "alpha_spy_m1d": -0.06813187347268079, "alpha_c_m1d": -0.052634375494925556, "bench_spy_m1d": -0.010025189883470231, "bench_c_m1d": -0.025522687861225468, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.011815889135578406, "ret_signed_p1d": -0.011815889135578406, "alpha_spy_p1d": -0.007935148267180003, "alpha_c_p1d": -0.02234379147522958, "bench_spy_p1d": -0.0038807408683984024, "bench_c_p1d": 0.010527902339651174, "ret_p1w": 0.0635513462872983, "ret_signed_p1w": 0.0635513462872983, "alpha_spy_p1w": 0.06303114942470667, "alpha_c_p1w": 0.0158404207149776, "bench_spy_p1w": 0.0005201968625916376, "bench_c_p1w": 0.047710925572320706, "ret_p1m": 0.5633461032462956, "ret_signed_p1m": 0.5633461032462956, "alpha_spy_p1m": 0.5190414372112186, "alpha_c_p1m": 0.3723975033793536, "bench_spy_p1m": 0.04430466603507699, "bench_c_p1m": 0.19094859986694201, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.5633461032462956, "alpha_spy_stated": 0.5190414372112186, "alpha_c_stated": 0.3723975033793536, "price_path": [-0.1805, -0.2022, -0.1588, -0.1075, -0.1064, -0.1493, -0.1023, -0.1399, -0.222, -0.2149, -0.1907, -0.2136, -0.2346, -0.1586, -0.1512, -0.1559, -0.1559, -0.1802, -0.1368, -0.1442, -0.122, -0.1368, -0.1429, -0.1203, -0.1479, -0.1544, -0.1538, -0.2215, -0.1782, -0.1858, -0.2407, -0.2017, -0.1734, -0.1415, -0.1688, -0.1262, -0.0941, -0.0533, -0.0532, -0.089, -0.1328, -0.1709, -0.189, -0.2165, -0.2711, -0.2675, -0.3399, -0.307, -0.2454, -0.2487, -0.2487, -0.2251, -0.2254, -0.1656, -0.1353, -0.1372, -0.125, -0.0448, -0.0641, -0.0621, -0.0665, -0.0801, -0.0782, 0.0, -0.0118, 0.019, 0.0761, 0.0345, 0.0636, 0.0609, 0.1123, 0.1825, 0.3133, 0.3674, 0.3265, 0.532, 0.6315, 0.5725, 0.6485, 0.5919, 0.4865, 0.3981, 0.4334, 0.5016, 0.5633, 0.5406, 0.5406, 0.8378, 0.9045, 0.8945, 0.9919, 1.1242, 1.1829, 1.2146, 1.0432, 0.7724, 0.9473, 0.9199, 0.8296, 1.0429, 1.0136, 1.2319, 1.094, 1.14, 1.3262, 1.3262, 1.485, 1.1576, 1.1576, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2045940811200974954", "ticker_idx": 0, "ts": "2026-04-19T19:01:15+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I would go 50% $MU 40% $TSM 10% $SNDK", "tweet_type": "prediction", "timeline": "months", "summary": "Allocates 50% MU, 40% TSM, 10% SNDK as top conviction longs into year-end.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@daniel_koss 100% is not realistic since it doesn't bode well with psychology so I would go 50% $MU 40% $TSM 10% $SNDK", "reply_text": null, "parent_text": "@TradexWhisperer If you'd go 100% all in until end of year, which stock would you pick, $MU ?", "quoted_text": null, "parent_author": "daniel_koss", "ret_m1d": 0.014829832963189293, "ret_signed_m1d": 0.014829832963189293, "alpha_spy_m1d": 0.01282609089479414, "alpha_c_m1d": 0.014398735000617169, "bench_spy_m1d": 0.0020037420683951535, "bench_c_m1d": 0.0004310979625721245, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.002140830976164354, "ret_signed_p1d": 0.002140830976164354, "alpha_spy_p1d": 0.008687723824703841, "alpha_c_p1d": 0.0006320538834760914, "bench_spy_p1d": -0.006546892848539487, "bench_c_p1d": 0.0015087770926882627, "ret_p1w": 0.16979613275697347, "ret_signed_p1w": 0.16979613275697347, "alpha_spy_p1w": 0.16069515303269855, "alpha_c_p1w": 0.07862443888335968, "bench_spy_p1w": 0.009100979724274927, "bench_c_p1w": 0.09117169387361379, "ret_p1m": 0.5582265940656577, "ret_signed_p1m": 0.5582265940656577, "alpha_spy_p1m": 0.5229375248943782, "alpha_c_p1m": 0.3857978674707614, "bench_spy_p1m": 0.0352890691712795, "bench_c_p1m": 0.17242872659489628, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.5582265940656577, "alpha_spy_stated": 0.5229375248943782, "alpha_c_stated": 0.3857978674707614, "price_path": [-0.1326, -0.1137, -0.1091, -0.1327, -0.0855, -0.0297, -0.0286, -0.0752, -0.0241, -0.065, -0.1543, -0.1465, -0.1202, -0.1451, -0.168, -0.0853, -0.0772, -0.0824, -0.0824, -0.1088, -0.0617, -0.0697, -0.0456, -0.0616, -0.0682, -0.0437, -0.0737, -0.0808, -0.0801, -0.1536, -0.1066, -0.1149, -0.1746, -0.1322, -0.1014, -0.0667, -0.0964, -0.0501, -0.0152, 0.0292, 0.0292, -0.0097, -0.0573, -0.0987, -0.1183, -0.1483, -0.2076, -0.2037, -0.2824, -0.2466, -0.1797, -0.1833, -0.1833, -0.1576, -0.158, -0.093, -0.06, -0.0621, -0.0487, 0.0384, 0.0174, 0.0196, 0.0148, 0.0, 0.0021, 0.0871, 0.0743, 0.1077, 0.1698, 0.1246, 0.1562, 0.1533, 0.2092, 0.2855, 0.4277, 0.4865, 0.442, 0.6654, 0.7736, 0.7095, 0.7921, 0.7305, 0.616, 0.5199, 0.5582, 0.6324, 0.6995, 0.6748, 0.6748, 0.9979, 1.0704, 1.0595, 1.1654, 1.3092, 1.373, 1.4075, 1.2211, 0.9268, 1.1169, 1.0871, 0.9889, 1.2208, 1.189, 1.4263, 1.2763, 1.3264, 1.5289, 1.5289, 1.7014, 1.3455, 1.3455, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2045940811200974954", "ticker_idx": 1, "ts": "2026-04-19T19:01:15+00:00", "symbol": "TSM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I would go 50% $MU 40% $TSM 10% $SNDK", "tweet_type": "prediction", "timeline": "months", "summary": "Allocates 50% MU, 40% TSM, 10% SNDK as top conviction longs into year-end.", "resolved_tickers": ["TSM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@daniel_koss 100% is not realistic since it doesn't bode well with psychology so I would go 50% $MU 40% $TSM 10% $SNDK", "reply_text": null, "parent_text": "@TradexWhisperer If you'd go 100% all in until end of year, which stock would you pick, $MU ?", "quoted_text": null, "parent_author": "daniel_koss", "ret_m1d": 0.011631755780736164, "ret_signed_m1d": 0.011631755780736164, "alpha_spy_m1d": 0.00962801371234101, "alpha_c_m1d": 0.01120065781816404, "bench_spy_m1d": 0.0020037420683951535, "bench_c_m1d": 0.0004310979625721245, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.00502400710670825, "ret_signed_p1d": 0.00502400710670825, "alpha_spy_p1d": 0.011570899955247738, "alpha_c_p1d": 0.0035152300140199877, "bench_spy_p1d": -0.006546892848539487, "bench_c_p1d": 0.0015087770926882627, "ret_p1w": 0.10577768334239135, "ret_signed_p1w": 0.10577768334239135, "alpha_spy_p1w": 0.09667670361811642, "alpha_c_p1w": 0.014605989468777558, "bench_spy_p1w": 0.009100979724274927, "bench_c_p1w": 0.09117169387361379, "ret_p1m": 0.0720019430526222, "ret_signed_p1m": 0.0720019430526222, "alpha_spy_p1m": 0.0367128738813427, "alpha_c_p1m": -0.10042678354227408, "bench_spy_p1m": 0.0352890691712795, "bench_c_p1m": 0.17242872659489628, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.0720019430526222, "alpha_spy_stated": 0.0367128738813427, "alpha_c_stated": -0.10042678354227408, "price_path": [-0.112, -0.1086, -0.0882, -0.0941, -0.0788, -0.068, -0.0755, -0.1, -0.0706, -0.0858, -0.1131, -0.0995, -0.0502, -0.0323, -0.0146, 0.0186, 0.0023, -0.0025, -0.0025, -0.0084, -0.0136, -0.0187, 0.0089, 0.0075, 0.0503, 0.0557, 0.026, 0.0199, 0.005, -0.0385, -0.0268, -0.0365, -0.0773, -0.0506, -0.055, -0.0346, -0.0832, -0.0789, -0.0736, -0.0553, -0.0728, -0.075, -0.101, -0.0759, -0.0628, -0.0505, -0.1096, -0.1079, -0.1358, -0.0772, -0.0676, -0.0743, -0.0743, -0.0668, -0.0571, -0.0009, -0.002, 0.0119, 0.0091, 0.0373, 0.0242, -0.0079, 0.0116, 0.0, 0.005, 0.0579, 0.0448, 0.0989, 0.1058, 0.0713, 0.0753, 0.0814, 0.0858, 0.0966, 0.0769, 0.1454, 0.1308, 0.1241, 0.1046, 0.0848, 0.0916, 0.1406, 0.1041, 0.0811, 0.072, 0.0966, 0.1117, 0.1045, 0.1045, 0.1258, 0.1542, 0.1601, 0.1426, 0.1895, 0.2197, 0.1924, 0.2148, 0.1336, 0.1654, 0.1684, 0.1161, 0.1524, 0.1602, 0.208, 0.1654, 0.1827, 0.2648, 0.2648, 0.2799, 0.1943, 0.1943, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2045940811200974954", "ticker_idx": 2, "ts": "2026-04-19T19:01:15+00:00", "symbol": "SNDK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I would go 50% $MU 40% $TSM 10% $SNDK", "tweet_type": "prediction", "timeline": "months", "summary": "Allocates 50% MU, 40% TSM, 10% SNDK as top conviction longs into year-end.", "resolved_tickers": ["SNDK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@daniel_koss 100% is not realistic since it doesn't bode well with psychology so I would go 50% $MU 40% $TSM 10% $SNDK", "reply_text": null, "parent_text": "@TradexWhisperer If you'd go 100% all in until end of year, which stock would you pick, $MU ?", "quoted_text": null, "parent_author": "daniel_koss", "ret_m1d": 0.008729239811430256, "ret_signed_m1d": 0.008729239811430256, "alpha_spy_m1d": 0.006725497743035103, "alpha_c_m1d": 0.010087819969142209, "bench_spy_m1d": 0.0020037420683951535, "bench_c_m1d": -0.0013585801577119527, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.010437919315030797, "ret_signed_p1d": -0.010437919315030797, "alpha_spy_p1d": -0.0038910264664913097, "alpha_c_p1d": -0.011279062795723993, "bench_spy_p1d": -0.006546892848539487, "bench_c_p1d": 0.0008411434806931961, "ret_p1w": 0.17215387207097832, "ret_signed_p1w": 0.17215387207097832, "alpha_spy_p1w": 0.1630528923467034, "alpha_c_p1w": 0.13326922239587113, "bench_spy_p1w": 0.009100979724274927, "bench_c_p1w": 0.038884649675107186, "ret_p1m": 0.5150708741005368, "ret_signed_p1m": 0.5150708741005368, "alpha_spy_p1m": 0.47978180492925726, "alpha_c_p1m": 0.39421160303883784, "bench_spy_p1m": 0.0352890691712795, "bench_c_p1m": 0.12085927106169891, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.5150708741005368, "alpha_spy_stated": 0.47978180492925726, "alpha_c_stated": 0.39421160303883784, "price_path": [-0.451, -0.4486, -0.481, -0.4843, -0.4727, -0.4221, -0.4093, -0.3689, -0.2714, -0.2382, -0.3598, -0.3689, -0.3451, -0.361, -0.4068, -0.3436, -0.3097, -0.3137, -0.3137, -0.3531, -0.3424, -0.3197, -0.2881, -0.27, -0.3007, -0.3074, -0.286, -0.3041, -0.3219, -0.3807, -0.3439, -0.3805, -0.4224, -0.3552, -0.3222, -0.2821, -0.3222, -0.2753, -0.2293, -0.2112, -0.1745, -0.1544, -0.2227, -0.2306, -0.2306, -0.2576, -0.3394, -0.3255, -0.373, -0.3041, -0.2413, -0.2316, -0.2316, -0.2063, -0.2215, -0.1447, -0.0673, -0.0671, 0.0432, 0.0344, -0.0233, 0.0071, 0.0087, 0.0, -0.0104, 0.0723, 0.0213, 0.0842, 0.1722, 0.0978, 0.1656, 0.201, 0.3001, 0.3755, 0.5403, 0.5443, 0.4676, 0.7112, 0.695, 0.5903, 0.5851, 0.5144, 0.5417, 0.46, 0.5151, 0.5252, 0.6892, 0.6196, 0.6196, 0.741, 0.7414, 0.798, 0.8565, 0.9292, 0.8799, 1.006, 0.9273, 0.7079, 0.7984, 0.8034, 0.7998, 1.0608, 1.1687, 1.3087, 1.1813, 1.1454, 1.3929, 1.3929, 1.4903, 1.1507, 1.1507, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2033775238631260349", "ticker_idx": 0, "ts": "2026-03-17T05:19:37+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "this is great news for micron", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish Micron: sell-off after strong earnings is a probabilistic buying opportunity.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@GarfyGarfield If you know probabilities, this is great news for micron", "reply_text": null, "parent_text": "@TradexWhisperer every single killer earnings this year resulted on a sell off...", "quoted_text": null, "parent_author": "GarfyGarfield", "ret_m1d": -0.04308086630973251, "ret_signed_m1d": -0.04308086630973251, "alpha_spy_m1d": -0.04045722293057641, "alpha_c_m1d": -0.03562271417643936, "bench_spy_m1d": -0.0026236433791561042, "bench_c_m1d": -0.00745815213329315, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 8.669313309050963e-05, "ret_signed_p1d": 8.669313309050963e-05, "alpha_spy_p1d": 0.014040337648347667, "alpha_c_p1d": 0.008174758582560449, "bench_spy_p1d": -0.013953644515257158, "bench_c_p1d": -0.008088065449469939, "ret_p1w": -0.14329958296701462, "ret_signed_p1w": -0.14329958296701462, "alpha_spy_p1w": -0.11970636788698352, "alpha_c_p1w": -0.13752955546059475, "bench_spy_p1w": -0.023593215080031094, "bench_c_p1w": -0.005770027506419861, "ret_p1m": -0.011410958845228913, "ret_signed_p1m": -0.011410958845228913, "alpha_spy_p1m": -0.05771695641605823, "alpha_c_p1m": -0.15281388775760418, "bench_spy_p1m": 0.046305997570829316, "bench_c_p1m": 0.14140292891237527, "ret_p3m": 1.127016747777538, "ret_signed_p3m": 1.127016747777538, "alpha_spy_p3m": 1.0182110131930664, "alpha_c_p3m": 0.5649324544261685, "bench_spy_p3m": 0.10880573458447151, "bench_c_p3m": 0.5620842933513694, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.011410958845228913, "alpha_spy_stated": -0.05771695641605823, "alpha_c_stated": -0.15281388775760418, "price_path": [-0.4619, -0.4243, -0.4012, -0.4019, -0.3793, -0.3793, -0.3834, -0.3624, -0.3662, -0.3818, -0.3818, -0.3168, -0.3239, -0.2561, -0.2645, -0.2917, -0.2526, -0.2509, -0.2676, -0.278, -0.2709, -0.2143, -0.2143, -0.2094, -0.1572, -0.1389, -0.1344, -0.1572, -0.1114, -0.0572, -0.0561, -0.1014, -0.0517, -0.0915, -0.1782, -0.1707, -0.1451, -0.1694, -0.1916, -0.1112, -0.1034, -0.1084, -0.1084, -0.1341, -0.0882, -0.096, -0.0726, -0.0882, -0.0946, -0.0708, -0.0999, -0.1068, -0.1062, -0.1776, -0.132, -0.14, -0.1979, -0.1568, -0.1269, -0.0931, -0.122, -0.077, -0.0431, 0.0, 0.0001, -0.0377, -0.084, -0.1242, -0.1433, -0.1724, -0.2301, -0.2263, -0.3027, -0.2679, -0.2029, -0.2064, -0.2064, -0.1814, -0.1818, -0.1187, -0.0866, -0.0886, -0.0757, 0.009, -0.0114, -0.0092, -0.0139, -0.0283, -0.0263, 0.0563, 0.0438, 0.0763, 0.1367, 0.0927, 0.1234, 0.1206, 0.1749, 0.2491, 0.3872, 0.4444, 0.4012, 0.6182, 0.7234, 0.6611, 0.7414, 0.6815, 0.5702, 0.4768, 0.5141, 0.5861, 0.6514, 0.6273, 0.6273, 0.9413, 1.0117, 1.0011, 1.104, 1.2438, 1.3058, 1.3393, 1.1582, 0.8722, 1.057, 1.0279, 0.9326, 1.1579, 1.127, 1.3575, 1.2118, 1.2605, 1.4572, 1.4572, 1.6249, 1.279, 1.279, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2034501888528527825", "ticker_idx": 0, "ts": "2026-03-19T05:27:04+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The market is giving you a gift", "tweet_type": "prediction", "timeline": "days", "summary": "Bullish MU after-hours selloff following blowout earnings/guidance; author calls the dip a buying opportunity.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "$MU Revenue +196% YoY, EPS $12.20 vs $9.31 expected, Q3 guide of $33.5B vs $24.3B expected and sells off after hours.\n\nThe market is giving you a gift.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.039300492601358705, "ret_signed_m1d": 0.039300492601358705, "alpha_spy_m1d": 0.03683002338053165, "alpha_c_m1d": 0.04246569050852611, "bench_spy_m1d": 0.002470469220827054, "bench_c_m1d": -0.0031651979071674052, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04810137299176742, "ret_signed_p1d": -0.04810137299176742, "alpha_spy_p1d": -0.033765676724914706, "alpha_c_p1d": -0.022323942506537797, "bench_spy_p1d": -0.014335696266852715, "bench_c_p1d": -0.025777430485229624, "ret_p1w": -0.1999009602022468, "ret_signed_p1w": -0.1999009602022468, "alpha_spy_p1w": -0.18027651616244322, "alpha_c_p1w": -0.1642481277017227, "bench_spy_p1w": -0.019624444039803568, "bench_c_p1w": -0.03565283250052409, "ret_p1m": 0.024739883090157067, "ret_signed_p1m": 0.024739883090157067, "alpha_spy_p1m": -0.05449545344513007, "alpha_c_p1m": -0.15058673465555272, "bench_spy_p1m": 0.07923533653528714, "bench_c_p1m": 0.1753266177457098, "ret_p3m": 1.2985770897555384, "ret_signed_p3m": 1.2985770897555384, "alpha_spy_p3m": 1.1582629937501192, "alpha_c_p3m": 0.7387675611034268, "bench_spy_p3m": 0.14031409600541922, "bench_c_p3m": 0.5598095286521116, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": -0.1999009602022468, "alpha_spy_stated": -0.18027651616244322, "alpha_c_stated": -0.1642481277017227, "price_path": [-0.3777, -0.3784, -0.355, -0.355, -0.3592, -0.3374, -0.3413, -0.3576, -0.3576, -0.29, -0.2974, -0.227, -0.2357, -0.2639, -0.2232, -0.2215, -0.2389, -0.2497, -0.2423, -0.1835, -0.1835, -0.1784, -0.1242, -0.1051, -0.1004, -0.1242, -0.0766, -0.0202, -0.0191, -0.0662, -0.0146, -0.0559, -0.146, -0.1382, -0.1116, -0.1368, -0.1599, -0.0764, -0.0682, -0.0734, -0.0734, -0.1001, -0.0525, -0.0606, -0.0362, -0.0524, -0.0591, -0.0344, -0.0646, -0.0718, -0.0711, -0.1454, -0.0979, -0.1063, -0.1665, -0.1237, -0.0926, -0.0576, -0.0876, -0.0408, -0.0056, 0.0392, 0.0393, 0.0, -0.0481, -0.0899, -0.1097, -0.14, -0.1999, -0.1959, -0.2754, -0.2392, -0.1717, -0.1753, -0.1753, -0.1493, -0.1498, -0.0841, -0.0508, -0.0529, -0.0395, 0.0486, 0.0274, 0.0296, 0.0247, 0.0098, 0.0119, 0.0977, 0.0848, 0.1185, 0.1812, 0.1356, 0.1675, 0.1646, 0.221, 0.2981, 0.4416, 0.501, 0.4561, 0.6817, 0.7909, 0.7262, 0.8096, 0.7474, 0.6318, 0.5347, 0.5734, 0.6483, 0.7161, 0.6911, 0.6911, 1.0174, 1.0906, 1.0796, 1.1865, 1.3318, 1.3962, 1.431, 1.2428, 0.9456, 1.1376, 1.1075, 1.0084, 1.2425, 1.2104, 1.45, 1.2986, 1.3491, 1.5536, 1.5536, 1.7278, 1.3684, 1.3684, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2040262641244156047", "ticker_idx": 0, "ts": "2026-04-04T02:58:14+00:00", "symbol": "GOOGL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "flipped_to_implicit", "polarity_reversed": false, "quote": "I added on this dip. It can go lower but the upside were higher.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Added to position on the dip; upside outweighs downside risk from here.", "resolved_tickers": ["GOOGL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@vin11z I added on this dip. It can go lower but the upside were higher.", "reply_text": null, "parent_text": "@TradexWhisperer Most obvious buy today imo\nReminiscent of Google at 150", "quoted_text": null, "parent_author": "vin11z", "ret_m1d": -0.014067093883636805, "ret_signed_m1d": -0.014067093883636805, "alpha_spy_m1d": -0.009362486748978438, "alpha_c_m1d": -0.01353022328211384, "bench_spy_m1d": -0.004704607134658367, "bench_c_m1d": -0.0005368706015229652, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.018233945467744705, "ret_signed_p1d": 0.018233945467744705, "alpha_spy_p1d": 0.017793944903117476, "alpha_c_p1d": 0.01769707486622174, "bench_spy_p1d": 0.0004400005646272298, "bench_c_p1d": 0.0005368706015229652, "ret_p1w": 0.07106906574822758, "ret_signed_p1w": 0.07106906574822758, "alpha_spy_p1w": 0.029835589450309508, "alpha_c_p1w": 0.0436889388444468, "bench_spy_p1w": 0.04123347629791807, "bench_c_p1w": 0.027380126903780777, "ret_p1m": 0.29480983904650193, "ret_signed_p1m": 0.29480983904650193, "alpha_spy_p1m": 0.19640786389158227, "alpha_c_p1m": 0.26018209590910657, "bench_spy_p1m": 0.09840197515491966, "bench_c_p1m": 0.03462774313739536, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.29480983904650193, "alpha_spy_stated": 0.19640786389158227, "alpha_c_stated": 0.26018209590910657, "price_path": [0.0725, 0.0841, 0.0945, 0.1055, 0.1191, 0.1187, 0.1085, 0.0993, 0.0993, 0.0726, 0.0939, 0.1011, 0.0924, 0.1101, 0.1144, 0.1193, 0.1267, 0.1259, 0.1449, 0.1316, 0.1094, 0.1034, 0.0755, 0.0803, 0.0612, 0.0358, 0.0293, 0.0184, 0.0184, 0.0061, 0.0104, 0.0088, 0.0492, 0.0376, 0.0356, 0.0423, 0.0239, 0.0385, 0.021, 0.0113, 0.0098, 0.0023, -0.0056, 0.0212, 0.0235, 0.029, 0.0119, 0.0076, 0.0186, 0.0364, 0.0257, 0.0238, 0.0034, 0.0069, -0.0318, -0.0302, -0.0636, -0.0855, -0.0883, -0.0414, -0.0087, -0.0141, -0.0141, 0.0, 0.0182, 0.0578, 0.0617, 0.0575, 0.0711, 0.1097, 0.1238, 0.1201, 0.139, 0.1248, 0.1077, 0.1311, 0.1297, 0.148, 0.1678, 0.166, 0.1665, 0.2827, 0.2857, 0.2775, 0.2948, 0.3268, 0.3267, 0.336, 0.2955, 0.2912, 0.3421, 0.3369, 0.3226, 0.3232, 0.2922, 0.2964, 0.2922, 0.2766, 0.2766, 0.2963, 0.2961, 0.3005, 0.2678, 0.2546, 0.2062, 0.1967, 0.2407, 0.2285, 0.2118, 0.215, 0.1887, 0.1933, 0.1997, 0.2319, 0.245, 0.2134, 0.2275, 0.2275, 0.1663, 0.1545, 0.1545, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2034326654450061494", "ticker_idx": 0, "ts": "2026-03-18T17:50:45+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "I think it goes to top 10 in the next 5 years", "tweet_type": "prediction", "timeline": "years", "summary": "Bullish Micron long-term; expects it reaches top-10 market cap within 5 years.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@earnings_watch Maybe it dips today due to high expectations but I think it goes to top 10 in the next 5 years.", "reply_text": null, "parent_text": "@TradexWhisperer That's a big jump for Micron, but market cap doesn't always translate to performance.\n\nWith earnings on the horizon, it’ll be interesting to see if they can maintain this momentum or if the market will react differently.", "quoted_text": null, "parent_author": "earnings_watch", "ret_m1d": -8.668561804270336e-05, "ret_signed_m1d": -8.668561804270336e-05, "alpha_spy_m1d": -0.014237789607872364, "alpha_c_m1d": -0.008240701279861429, "bench_spy_m1d": 0.014151103989829661, "bench_c_m1d": 0.008154015661818725, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03781436926195425, "ret_signed_p1d": -0.03781436926195425, "alpha_spy_p1d": -0.03534998821864299, "alpha_c_p1d": -0.04098961745806673, "bench_spy_p1d": -0.002464381043311259, "bench_c_p1d": 0.003175248196112479, "ret_p1w": -0.17248176626542222, "ret_signed_p1w": -0.17248176626542222, "alpha_spy_p1w": -0.1682239948840989, "alpha_c_p1w": -0.18607176652821733, "bench_spy_p1w": -0.0042577713813233276, "bench_c_p1w": 0.01359000026279511, "ret_p1m": -0.009329977698455227, "ret_signed_p1m": -0.009329977698455227, "alpha_spy_p1m": -0.07304988226248144, "alpha_c_p1m": -0.1646122503637466, "bench_spy_p1m": 0.06371990456402621, "bench_c_p1m": 0.15528227266529138, "ret_p3m": 1.3573235395556194, "ret_signed_p3m": 1.3573235395556194, "alpha_spy_p3m": 1.2129976412346917, "alpha_c_p3m": 0.713561115408663, "bench_spy_p3m": 0.14432589832092768, "bench_c_p3m": 0.6437624241469564, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.4243, -0.4012, -0.4019, -0.3794, -0.3794, -0.3835, -0.3625, -0.3662, -0.3819, -0.3819, -0.3169, -0.324, -0.2562, -0.2646, -0.2918, -0.2526, -0.2509, -0.2677, -0.278, -0.2709, -0.2144, -0.2144, -0.2095, -0.1573, -0.1389, -0.1345, -0.1573, -0.1115, -0.0573, -0.0562, -0.1015, -0.0518, -0.0916, -0.1783, -0.1707, -0.1452, -0.1694, -0.1916, -0.1113, -0.1034, -0.1084, -0.1084, -0.1342, -0.0883, -0.0961, -0.0727, -0.0883, -0.0947, -0.0709, -0.1, -0.1069, -0.1063, -0.1777, -0.132, -0.1401, -0.198, -0.1568, -0.127, -0.0932, -0.1221, -0.0771, -0.0432, -0.0001, 0.0, -0.0378, -0.0841, -0.1243, -0.1434, -0.1725, -0.2302, -0.2263, -0.3028, -0.268, -0.203, -0.2065, -0.2065, -0.1815, -0.1819, -0.1187, -0.0867, -0.0887, -0.0758, 0.0089, -0.0115, -0.0093, -0.014, -0.0284, -0.0263, 0.0562, 0.0437, 0.0762, 0.1366, 0.0926, 0.1233, 0.1205, 0.1748, 0.249, 0.3871, 0.4443, 0.401, 0.6181, 0.7232, 0.6609, 0.7412, 0.6814, 0.5701, 0.4767, 0.5139, 0.586, 0.6512, 0.6272, 0.6272, 0.9411, 1.0116, 1.001, 1.1038, 1.2436, 1.3056, 1.3391, 1.158, 0.872, 1.0568, 1.0278, 0.9324, 1.1577, 1.1268, 1.3573, 1.2117, 1.2603, 1.457, 1.457, 1.6247, 1.2788, 1.2788, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2043082316260741619", "ticker_idx": 0, "ts": "2026-04-11T21:42:37+00:00", "symbol": "ASX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "ASE Holdings (the world's leading OSAT provider) plans to break ground on 6 new plants worldwide in 2026, the largest construction scale in ASE's history", "tweet_type": "analysis", "timeline": "months", "summary": "Bullish on advanced packaging as the next AI infra bottleneck; ASE leading with 6 new plants and $7B+ capex, CPO mass production starting 2026.", "resolved_tickers": ["ASX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$TSM $ASX $AMKR $INTC $DRAM\n\nAdvanced Packaging is Essentially Moore's Law in 3D and it is the next critical bottleneck in AI infrastructure.\n\nASE Holdings (the world’s leading OSAT provider) plans to break ground on 6 new plants worldwide in 2026,  the largest construction scale in ASE’s history\n\nCPO (Co-Packaged Optics) Development: Mass production of CPO is expected to begin this year (2026).\n\nCEO Tien Wu described the shift toward optical communications as an “undeniable trend,” though the timeline for meaningful economic benefits and broad adoption will depend on market dynamics. \n\nCapital expenditure: ASE’s original capex budget for this year is US$7 billion, but it may be revised upward due to strong demand. Further details are expected at the upcoming earnings call.", "reply_text": null, "parent_text": null, "quoted_text": "Shrinking transistors is over. Shrinking distance is the new game.\n\nAdvanced packaging.\n\nThe speed of light has a speed limit. 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{"unit_id": "quote:2043082316260741619", "ticker_idx": 1, "ts": "2026-04-11T21:42:37+00:00", "symbol": "TSM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Advanced Packaging is Essentially Moore's Law in 3D and it is the next critical bottleneck in AI infrastructure", "tweet_type": "analysis", "timeline": "months", "summary": "Bullish on advanced packaging as the next AI infra bottleneck; ASE leading with 6 new plants and $7B+ capex, CPO mass production starting 2026.", "resolved_tickers": ["TSM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$TSM $ASX $AMKR $INTC $DRAM\n\nAdvanced Packaging is Essentially Moore's Law in 3D and it is the next critical bottleneck in AI infrastructure.\n\nASE Holdings (the world’s leading OSAT provider) plans to break ground on 6 new plants worldwide in 2026,  the largest construction scale in ASE’s history\n\nCPO (Co-Packaged Optics) Development: Mass production of CPO is expected to begin this year (2026).\n\nCEO Tien Wu described the shift toward optical communications as an “undeniable trend,” though the timeline for meaningful economic benefits and broad adoption will depend on market dynamics. \n\nCapital expenditure: ASE’s original capex budget for this year is US$7 billion, but it may be revised upward due to strong demand. Further details are expected at the upcoming earnings call.", "reply_text": null, "parent_text": null, "quoted_text": "Shrinking transistors is over. Shrinking distance is the new game.\n\nAdvanced packaging.\n\nThe speed of light has a speed limit. 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{"unit_id": "quote:2043082316260741619", "ticker_idx": 2, "ts": "2026-04-11T21:42:37+00:00", "symbol": "AMKR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Advanced Packaging is Essentially Moore's Law in 3D and it is the next critical bottleneck in AI infrastructure", "tweet_type": "analysis", "timeline": "months", "summary": "Bullish on advanced packaging as the next AI infra bottleneck; ASE leading with 6 new plants and $7B+ capex, CPO mass production starting 2026.", "resolved_tickers": ["AMKR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductor Equipment & Materials'", "bench_c_industry": "Semiconductor Equipment & Materials", "unit_kind": "quote", "lang": "en", "tweet_text": "$TSM $ASX $AMKR $INTC $DRAM\n\nAdvanced Packaging is Essentially Moore's Law in 3D and it is the next critical bottleneck in AI infrastructure.\n\nASE Holdings (the world’s leading OSAT provider) plans to break ground on 6 new plants worldwide in 2026,  the largest construction scale in ASE’s history\n\nCPO (Co-Packaged Optics) Development: Mass production of CPO is expected to begin this year (2026).\n\nCEO Tien Wu described the shift toward optical communications as an “undeniable trend,” though the timeline for meaningful economic benefits and broad adoption will depend on market dynamics. \n\nCapital expenditure: ASE’s original capex budget for this year is US$7 billion, but it may be revised upward due to strong demand. 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{"unit_id": "quote:2043082316260741619", "ticker_idx": 3, "ts": "2026-04-11T21:42:37+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Advanced Packaging is Essentially Moore's Law in 3D and it is the next critical bottleneck in AI infrastructure", "tweet_type": "analysis", "timeline": "months", "summary": "Bullish on advanced packaging as the next AI infra bottleneck; ASE leading with 6 new plants and $7B+ capex, CPO mass production starting 2026.", "resolved_tickers": ["INTC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$TSM $ASX $AMKR $INTC $DRAM\n\nAdvanced Packaging is Essentially Moore's Law in 3D and it is the next critical bottleneck in AI infrastructure.\n\nASE Holdings (the world’s leading OSAT provider) plans to break ground on 6 new plants worldwide in 2026,  the largest construction scale in ASE’s history\n\nCPO (Co-Packaged Optics) Development: Mass production of CPO is expected to begin this year (2026).\n\nCEO Tien Wu described the shift toward optical communications as an “undeniable trend,” though the timeline for meaningful economic benefits and broad adoption will depend on market dynamics. \n\nCapital expenditure: ASE’s original capex budget for this year is US$7 billion, but it may be revised upward due to strong demand. Further details are expected at the upcoming earnings call.", "reply_text": null, "parent_text": null, "quoted_text": "Shrinking transistors is over. Shrinking distance is the new game.\n\nAdvanced packaging.\n\nThe speed of light has a speed limit. 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{"unit_id": "quote:2046403697878704432", "ticker_idx": 0, "ts": "2026-04-21T01:40:36+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "NAND spot prices continue to climb. Memory is a strategic asset. The more you have, the higher the quality of AI Inference.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish MU and SNDK on sustained NAND spot price increases and constrained supply as capex shifted to HBM/DRAM.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU $DRAM $SNDK\n\nNAND spot prices continue to climb.\n\nMemory is a strategic asset. The more you have, the higher the quality of AI Inference. https://t.co/1g85RgDJED", "reply_text": null, "parent_text": null, "quoted_text": "$MU $SNDK $DRAM Shorts are fucked.\n\nDouble digit NAND spot price increases week over week for months straight\n\nThey forgot Micron, Samsung and SK are NAND powerhouses too. CapEx went to HBM and DRAM. Nobody is backfilling NAND capacity.\n\nThe shortage isn't resolving. It's https://t.co/Mv2NJe3kDA", "parent_author": null, "ret_m1d": -0.002136257609700376, "ret_signed_m1d": -0.002136257609700376, "alpha_spy_m1d": -0.008726294725102335, "alpha_c_m1d": -0.0006297534959091022, "bench_spy_m1d": 0.006590037115401959, "bench_c_m1d": -0.0015065041137912738, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.08478349212144232, "ret_signed_p1d": 0.08478349212144232, "alpha_spy_p1d": 0.07465678002632337, "alpha_c_p1d": 0.05859233554622301, "bench_spy_p1d": 0.01012671209511895, "bench_c_p1d": 0.02619115657521931, "ret_p1w": 0.12219058050085829, "ret_signed_p1w": 0.12219058050085829, "alpha_spy_p1w": 0.11138222434248712, "alpha_c_p1w": 0.06505205430165617, "bench_spy_p1w": 0.010808356158371168, "bench_c_p1w": 0.05713852619920212, "ret_p1m": 0.6288886516552075, "ret_signed_p1m": 0.6288886516552075, "alpha_spy_p1m": 0.5760963923088922, "alpha_c_p1m": 0.41367759691777484, "bench_spy_p1m": 0.05279225934631526, "bench_c_p1m": 0.21521105473743263, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.6288886516552075, "alpha_spy_stated": 0.5760963923088922, "alpha_c_stated": 0.41367759691777484, "price_path": [-0.1156, -0.111, -0.1345, -0.0875, -0.0318, -0.0306, -0.0772, -0.0262, -0.067, -0.1561, -0.1483, -0.1221, -0.147, -0.1698, -0.0873, -0.0792, -0.0843, -0.0843, -0.1107, -0.0637, -0.0717, -0.0476, -0.0636, -0.0702, -0.0458, -0.0756, -0.0827, -0.0821, -0.1555, -0.1085, -0.1168, -0.1763, -0.134, -0.1033, -0.0687, -0.0984, -0.0521, -0.0173, 0.027, 0.0271, -0.0118, -0.0593, -0.1006, -0.1202, -0.1501, -0.2093, -0.2054, -0.2839, -0.2482, -0.1814, -0.185, -0.185, -0.1594, -0.1598, -0.0949, -0.062, -0.0641, -0.0508, 0.0362, 0.0152, 0.0175, 0.0127, -0.0021, 0.0, 0.0848, 0.072, 0.1053, 0.1673, 0.1222, 0.1537, 0.1508, 0.2066, 0.2828, 0.4246, 0.4834, 0.4389, 0.6619, 0.7698, 0.7059, 0.7883, 0.7268, 0.6126, 0.5166, 0.5549, 0.6289, 0.6959, 0.6712, 0.6712, 0.9936, 1.066, 1.0551, 1.1608, 1.3043, 1.3679, 1.4024, 1.2164, 0.9227, 1.1124, 1.0826, 0.9847, 1.2161, 1.1844, 1.4211, 1.2715, 1.3214, 1.5235, 1.5235, 1.6957, 1.3405, 1.3405, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2046403697878704432", "ticker_idx": 1, "ts": "2026-04-21T01:40:36+00:00", "symbol": "SNDK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU $DRAM $SNDK NAND spot prices continue to climb.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish MU and SNDK on sustained NAND spot price increases and constrained supply as capex shifted to HBM/DRAM.", "resolved_tickers": ["SNDK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU $DRAM $SNDK\n\nNAND spot prices continue to climb.\n\nMemory is a strategic asset. The more you have, the higher the quality of AI Inference. https://t.co/1g85RgDJED", "reply_text": null, "parent_text": null, "quoted_text": "$MU $SNDK $DRAM Shorts are fucked.\n\nDouble digit NAND spot price increases week over week for months straight\n\nThey forgot Micron, Samsung and SK are NAND powerhouses too. CapEx went to HBM and DRAM. Nobody is backfilling NAND capacity.\n\nThe shortage isn't resolving. It's https://t.co/Mv2NJe3kDA", "parent_author": null, "ret_m1d": 0.010548018682977167, "ret_signed_m1d": 0.010548018682977167, "alpha_spy_m1d": 0.003957981567575208, "alpha_c_m1d": 0.011388455235942896, "bench_spy_m1d": 0.006590037115401959, "bench_c_m1d": -0.0008404365529657287, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.08365340834627011, "ret_signed_p1d": 0.08365340834627011, "alpha_spy_p1d": 0.07352669625115116, "alpha_c_p1d": 0.061673967932826645, "bench_spy_p1d": 0.01012671209511895, "bench_c_p1d": 0.021979440413443463, "ret_p1w": 0.10942012243646126, "ret_signed_p1w": 0.10942012243646126, "alpha_spy_p1w": 0.0986117662780901, "alpha_c_p1w": 0.08899208247078971, "bench_spy_p1w": 0.010808356158371168, "bench_c_p1w": 0.02042803996567155, "ret_p1m": 0.5413121048884062, "ret_signed_p1m": 0.5413121048884062, "alpha_spy_p1m": 0.48851984554209094, "alpha_c_p1m": 0.396183130961691, "bench_spy_p1m": 0.05279225934631526, "bench_c_p1m": 0.1451289739267152, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.5413121048884062, "alpha_spy_stated": 0.48851984554209094, "alpha_c_stated": 0.396183130961691, "price_path": [-0.4428, -0.4756, -0.4789, -0.4671, -0.416, -0.4031, -0.3622, -0.2637, -0.2302, -0.353, -0.3623, -0.3382, -0.3543, -0.4005, -0.3366, -0.3024, -0.3065, -0.3065, -0.3463, -0.3355, -0.3126, -0.2806, -0.2623, -0.2933, -0.3001, -0.2785, -0.2968, -0.3148, -0.3742, -0.3369, -0.374, -0.4163, -0.3484, -0.315, -0.2746, -0.3151, -0.2677, -0.2212, -0.2029, -0.1658, -0.1454, -0.2145, -0.2225, -0.2225, -0.2497, -0.3324, -0.3184, -0.3663, -0.2968, -0.2333, -0.2235, -0.2235, -0.198, -0.2133, -0.1357, -0.0575, -0.0572, 0.0542, 0.0453, -0.013, 0.0177, 0.0194, 0.0105, 0.0, 0.0837, 0.032, 0.0956, 0.1845, 0.1094, 0.1779, 0.2136, 0.3138, 0.39, 0.5565, 0.5606, 0.4831, 0.7292, 0.7129, 0.6071, 0.6018, 0.5304, 0.558, 0.4754, 0.5311, 0.5413, 0.707, 0.6366, 0.6366, 0.7593, 0.7598, 0.817, 0.876, 0.9496, 0.8997, 1.0271, 0.9476, 0.7259, 0.8174, 0.8224, 0.8188, 1.0825, 1.1916, 1.333, 1.2043, 1.168, 1.4181, 1.4181, 1.5166, 1.1734, 1.1734, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2040641134536651262", "ticker_idx": 0, "ts": "2026-04-05T04:02:14+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "when the smallest player is setting records... ...the tide isn't rising, it's flooding", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish DRAM/MU: Nanya Tech hitting record revenue signals an industry-wide flood tide, not just a ripple.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU $DRAM Nanya Tech just hit record DRAM revenue.\n\nNanya holds 2-3% market share. A rounding error in this industry but when the smallest player is setting records...\n\n...the tide isn't rising, it's flooding. https://t.co/57bX7bvTgf", "reply_text": null, "parent_text": null, "quoted_text": "$MU Signs of structural memory transformation during earnings today. Must Read 👇\n\nAutomotive: \"The average car today has less than L2 ADAS capability, containing approximately 16GB of DRAM, while vehicles with L4 autonomy require over 300GB.\"\n\nRobots: \"Humanoid robots will be https://t.co/9rKtVnPhcB", "parent_author": null, "ret_m1d": -0.030495603646339964, "ret_signed_m1d": -0.030495603646339964, "alpha_spy_m1d": -0.025790996511681596, "alpha_c_m1d": -0.02125270359945919, "bench_spy_m1d": -0.004704607134658367, "bench_c_m1d": -0.009242900046880775, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.00047655439619209705, "ret_signed_p1d": -0.00047655439619209705, "alpha_spy_p1d": -0.0009165549608193269, "alpha_c_p1d": -0.010376000836410548, "bench_spy_p1d": 0.0004400005646272298, "bench_c_p1d": 0.009899446440218451, "ret_p1w": 0.12918251411324855, "ret_signed_p1w": 0.12918251411324855, "alpha_spy_p1w": 0.08794903781533048, "alpha_c_p1w": 0.00958055432342042, "bench_spy_p1w": 0.04123347629791807, "bench_c_p1w": 0.11960195978982813, "ret_p1m": 0.6947267991766328, "ret_signed_p1m": 0.6947267991766328, "alpha_spy_p1m": 0.5963248240217132, "alpha_c_p1m": 0.3747359210020953, "bench_spy_p1m": 0.09840197515491966, "bench_c_p1m": 0.31999087817453753, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.6947267991766328, "alpha_spy_stated": 0.5963248240217132, "alpha_c_stated": 0.3747359210020953, "price_path": [-0.1015, -0.1347, -0.0869, -0.0848, -0.1053, -0.1179, -0.1093, -0.0401, -0.0401, -0.0342, 0.0296, 0.052, 0.0575, 0.0296, 0.0855, 0.1518, 0.1531, 0.0978, 0.1585, 0.1099, 0.0039, 0.0132, 0.0444, 0.0148, -0.0124, 0.0858, 0.0954, 0.0893, 0.0893, 0.0578, 0.1139, 0.1043, 0.133, 0.1139, 0.1061, 0.1352, 0.0996, 0.0912, 0.092, 0.0047, 0.0605, 0.0506, -0.0202, 0.0302, 0.0667, 0.1079, 0.0726, 0.1276, 0.169, 0.2217, 0.2218, 0.1756, 0.119, 0.0699, 0.0466, 0.011, -0.0594, -0.0548, -0.1481, -0.1057, -0.0262, -0.0305, -0.0305, 0.0, -0.0005, 0.0767, 0.1158, 0.1134, 0.1292, 0.2327, 0.2077, 0.2104, 0.2047, 0.187, 0.1896, 0.2904, 0.2752, 0.3149, 0.3886, 0.3349, 0.3725, 0.369, 0.4353, 0.526, 0.6947, 0.7646, 0.7117, 0.9769, 1.1054, 1.0293, 1.1274, 1.0542, 0.9183, 0.8042, 0.8497, 0.9377, 1.0174, 0.988, 0.988, 1.3716, 1.4577, 1.4447, 1.5704, 1.7412, 1.8169, 1.8578, 1.6366, 1.2872, 1.5129, 1.4775, 1.361, 1.6363, 1.5985, 1.8801, 1.7021, 1.7615, 2.0019, 2.0019, 2.2067, 1.7842, 1.7842, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2040641134536651262", "ticker_idx": 1, "ts": "2026-04-05T04:02:14+00:00", "symbol": "DRAM", "kind": "sector", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "the tide isn't rising, it's flooding", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish DRAM/MU: Nanya Tech hitting record revenue signals an industry-wide flood tide, not just a ripple.", "resolved_tickers": ["MU", "000660.KS", "005930.KS"], "resolution_method": "basket", "resolution_reason": "DRAM sector basket: Micron, SK Hynix, Samsung", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU $DRAM Nanya Tech just hit record DRAM revenue.\n\nNanya holds 2-3% market share. A rounding error in this industry but when the smallest player is setting records...\n\n...the tide isn't rising, it's flooding. https://t.co/57bX7bvTgf", "reply_text": null, "parent_text": null, "quoted_text": "$MU Signs of structural memory transformation during earnings today. Must Read 👇\n\nAutomotive: \"The average car today has less than L2 ADAS capability, containing approximately 16GB of DRAM, while vehicles with L4 autonomy require over 300GB.\"\n\nRobots: \"Humanoid robots will be https://t.co/9rKtVnPhcB", "parent_author": null, "ret_m1d": -0.025838349542075867, "ret_signed_m1d": -0.025838349542075867, "alpha_spy_m1d": -0.0211337424074175, "alpha_c_m1d": -0.01659544949519509, "bench_spy_m1d": -0.004704607134658367, "bench_c_m1d": -0.009242900046880775, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.01699698851516644, "ret_signed_p1d": 0.01699698851516644, "alpha_spy_p1d": 0.01655698795053921, "alpha_c_p1d": 0.007097542074947987, "bench_spy_p1d": 0.0004400005646272298, "bench_c_p1d": 0.009899446440218451, "ret_p1w": 0.11463628441316727, "ret_signed_p1w": 0.11463628441316727, "alpha_spy_p1w": 0.0734028081152492, "alpha_c_p1w": -0.004965675376660858, "bench_spy_p1w": 0.04123347629791807, "bench_c_p1w": 0.11960195978982813, "ret_p1m": 0.5106496822186954, "ret_signed_p1m": 0.5106496822186954, "alpha_spy_p1m": 0.4122477070637758, "alpha_c_p1m": 0.19065880404415791, "bench_spy_p1m": 0.09840197515491966, "bench_c_p1m": 0.31999087817453753, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.5106496822186954, "alpha_spy_stated": 0.4122477070637758, "alpha_c_stated": 0.19065880404415791, "price_path": [-0.179, -0.1886, -0.1768, -0.1746, -0.1876, -0.1856, -0.1739, -0.1396, -0.1359, -0.1489, -0.1214, -0.1034, -0.0975, -0.1184, -0.063, -0.0205, -0.0155, -0.0162, -0.0431, -0.0009, -0.0361, -0.0717, -0.0636, -0.042, -0.0562, -0.0261, 0.0063, 0.0057, 0.0057, -0.0048, 0.0139, 0.0311, 0.0615, 0.0609, 0.0906, 0.1112, 0.1555, 0.1358, 0.1361, 0.0243, -0.0305, 0.0343, -0.0016, -0.0432, 0.0321, 0.0559, 0.0311, 0.0343, 0.0812, 0.1062, 0.1637, 0.1184, 0.0954, 0.0286, 0.0466, 0.0369, -0.0252, -0.0237, -0.0833, -0.1097, -0.0106, -0.0566, -0.0258, 0.0, 0.017, 0.1109, 0.0996, 0.1131, 0.1146, 0.1823, 0.1942, 0.2134, 0.1988, 0.2046, 0.2351, 0.2657, 0.2735, 0.277, 0.3365, 0.3173, 0.3341, 0.3208, 0.3429, 0.4544, 0.5106, 0.6497, 0.6615, 0.7568, 0.9019, 0.8484, 0.9428, 0.9369, 0.7907, 0.7787, 0.7486, 0.7788, 0.9193, 0.8978, 0.8978, 1.0787, 1.193, 1.1932, 1.2819, 1.4053, 1.4493, 1.4629, 1.3503, 1.1092, 1.0668, 1.2151, 1.0798, 1.1855, 1.2319, 1.4027, 1.3891, 1.4673, 1.6367, 1.6518, 1.7775, 1.4246, 1.4867, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2055402765216797129", "ticker_idx": 0, "ts": "2026-05-15T21:39:41+00:00", "symbol": "META", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I am going to bet that's $meta", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long META as the hyperscaler that won't slow datacenter spending and will absorb all AI demand.", "resolved_tickers": ["META"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@app_hyd What's logic behind slowing down?  Hyperscalers wants to lose demands? I think the one who doesn't slow down will absorb all the demand. I am going to bet that's $meta", "reply_text": null, "parent_text": "@TradexWhisperer But eventually, Datacenter will be built and spending will slow down...", "quoted_text": null, "parent_author": "app_hyd", "ret_m1d": 0.004941032257342215, "ret_signed_m1d": 0.004941032257342215, "alpha_spy_m1d": 0.00423702766582057, "alpha_c_m1d": 0.012634673891714243, "bench_spy_m1d": 0.0007040045915216453, "bench_c_m1d": -0.007693641634372028, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.014070457436796246, "ret_signed_p1d": -0.014070457436796246, "alpha_spy_p1d": -0.007409669349302872, "alpha_c_p1d": -0.004410624433264787, "bench_spy_p1d": -0.0066607880874933745, "bench_c_p1d": -0.00965983300353146, "ret_p1w": -0.0015542552009076838, "ret_signed_p1w": -0.0015542552009076838, "alpha_spy_p1w": -0.011017475310287739, "alpha_c_p1w": 0.011439452123572003, "bench_spy_p1w": 0.009463220109380055, "bench_c_p1w": -0.012993707324479686, "ret_p1m": -0.017086911951792683, "ret_signed_p1m": -0.017086911951792683, "alpha_spy_p1m": -0.032899594041942315, "alpha_c_p1m": 0.022748979171856032, "bench_spy_p1m": 0.015812682090149632, "bench_c_p1m": -0.039835891123648715, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.017086911951792683, "alpha_spy_stated": -0.032899594041942315, "alpha_c_stated": 0.022748979171856032, "price_path": [0.0515, 0.054, 0.0718, 0.0417, 0.0451, 0.0686, 0.074, 0.0596, 0.0684, 0.0709, 0.0915, 0.0798, 0.0542, 0.0583, 0.0692, 0.0705, 0.0432, 0.0032, 0.0266, 0.0187, 0.0073, -0.0074, -0.0287, -0.0117, -0.0299, -0.0267, -0.1042, -0.1399, -0.1224, -0.0639, -0.0523, -0.0601, -0.0601, -0.0625, -0.0592, 0.002, 0.0281, 0.0305, 0.0382, 0.0839, 0.0988, 0.1074, 0.1265, 0.0977, 0.0943, 0.1039, 0.0784, 0.1044, 0.1103, 0.0984, 0.0947, 0.0011, -0.004, -0.0013, -0.0102, 0.0027, 0.0092, -0.0026, -0.0202, -0.0134, 0.0089, 0.0118, 0.0049, 0.0, -0.0141, -0.0101, -0.0063, -0.0016, -0.0016, 0.0018, 0.0393, 0.0394, 0.0348, -0.0176, -0.0222, 0.0193, 0.0268, -0.0298, -0.0422, -0.0436, -0.0658, -0.07, -0.0724, -0.0281, -0.0171, -0.0705, -0.0547, -0.0547, -0.0766, -0.0793, -0.0793, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2035092021359387081", "ticker_idx": 0, "ts": "2026-03-20T20:32:02+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU HSBC just set the Street high at $750. That's 45% upside from here.", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Shares/endorses HSBC's Street-high $750 PT on MU, implying 45% upside.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU HSBC just set the Street high at $750. That's 45% upside from here. https://t.co/4icusE0k7L", "reply_text": null, "parent_text": null, "quoted_text": "$MU Street-high $700 from Cantor.  Barclays at $675. KeyBanc at $600. All raised from $450. All Overweight.\n\nThe blowout outlook is speaking for itself. https://t.co/zMGjgGzthX", "parent_author": null, "ret_m1d": 0.04587608576961788, "ret_signed_m1d": 0.04587608576961788, "alpha_spy_m1d": 0.05626697277273662, "alpha_c_m1d": 0.06279144596220554, "bench_spy_m1d": -0.010390887003118743, "bench_c_m1d": -0.01691536019258766, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.021812755900196712, "ret_signed_p1d": -0.021812755900196712, "alpha_spy_p1d": -0.018455941423019206, "alpha_c_p1d": -0.030066054927246122, "bench_spy_p1d": -0.0033568144771775055, "bench_c_p1d": 0.00825329902704941, "ret_p1w": -0.2038205167448306, "ret_signed_p1w": -0.2038205167448306, "alpha_spy_p1w": -0.168100768924211, "alpha_c_p1w": -0.13015435860051405, "bench_spy_p1w": -0.035719747820619596, "bench_c_p1w": -0.07366615814431654, "ret_p1m": 0.11183080685194713, "ret_signed_p1m": 0.11183080685194713, "alpha_spy_p1m": 0.037522725007372415, "alpha_c_p1m": -0.07546483157337813, "bench_spy_p1m": 0.07430808184457471, "bench_c_p1m": 0.18729563842532526, "ret_p3m": 1.8056544396831904, "ret_signed_p3m": 1.8056544396831904, "alpha_spy_p3m": 1.6633190446926047, "alpha_c_p3m": 1.119534167857148, "bench_spy_p3m": 0.14233539499058567, "bench_c_p3m": 0.6861202718260424, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.11183080685194713, "alpha_spy_stated": 0.037522725007372415, "alpha_c_stated": -0.07546483157337813, "price_path": [-0.2913, -0.2913, -0.296, -0.272, -0.2763, -0.2942, -0.2942, -0.2199, -0.228, -0.1507, -0.1603, -0.1912, -0.1466, -0.1446, -0.1638, -0.1756, -0.1675, -0.1029, -0.1029, -0.0973, -0.0377, -0.0167, -0.0116, -0.0377, 0.0146, 0.0765, 0.0778, 0.026, 0.0827, 0.0373, -0.0617, -0.0531, -0.0239, -0.0516, -0.0769, 0.0148, 0.0238, 0.0181, 0.0181, -0.0113, 0.0411, 0.0322, 0.0589, 0.0411, 0.0338, 0.061, 0.0277, 0.0198, 0.0206, -0.061, -0.0089, -0.0181, -0.0842, -0.0372, -0.0031, 0.0355, 0.0025, 0.0539, 0.0926, 0.1418, 0.1419, 0.0987, 0.0459, 0.0, -0.0218, -0.0551, -0.1209, -0.1166, -0.2038, -0.1641, -0.0899, -0.0939, -0.0939, -0.0654, -0.0658, 0.0063, 0.0429, 0.0406, 0.0554, 0.1521, 0.1288, 0.1313, 0.1259, 0.1095, 0.1118, 0.2061, 0.1918, 0.229, 0.2978, 0.2477, 0.2827, 0.2795, 0.3415, 0.4262, 0.5839, 0.6492, 0.5999, 0.8477, 0.9678, 0.8966, 0.9883, 0.92, 0.7929, 0.6862, 0.7288, 0.811, 0.8855, 0.8581, 0.8581, 1.2165, 1.297, 1.2849, 1.4024, 1.562, 1.6327, 1.671, 1.4642, 1.1377, 1.3487, 1.3155, 1.2066, 1.4639, 1.4286, 1.6918, 1.5255, 1.581, 1.8057, 1.8057, 1.9971, 1.6022, 1.6022, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2042802560042701234", "ticker_idx": 0, "ts": "2026-04-11T03:10:58+00:00", "symbol": "SNDK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$SNDK Nasdaq-100. Poised to gap-up on Monday.", "tweet_type": "prediction", "timeline": "days", "summary": "SNDK poised to gap up Monday; bullish on weekly chart momentum.", "resolved_tickers": ["SNDK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "quote", "lang": "en", "tweet_text": "$SNDK Nasdaq-100. Poised to gap-up on Monday.\n\nBack in December, something lit up on the weekly chart.\nIf you knew what it meant, you're up 240%+\nIf you didn't..... now you're curious.", "reply_text": null, "parent_text": null, "quoted_text": "🟦 $SNDK (W) BLUE-GREEN Candles. Bulls are building momentum 💰💷\n\n250+ Daily BLUE Candle Alerts. Free Trial:\nhttps://t.co/ZQDP5HCFyq https://t.co/anyyqaVM5n", "parent_author": null, "ret_m1d": -0.10575326033464572, "ret_signed_m1d": -0.10575326033464572, "alpha_spy_m1d": -0.09607538956967299, "alpha_c_m1d": -0.08521887962059649, "bench_spy_m1d": -0.00967787076497273, "bench_c_m1d": -0.020534380714049227, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.008440921813484215, "ret_signed_p1d": -0.008440921813484215, "alpha_spy_p1d": -0.020625799023324953, "alpha_c_p1d": -0.02444256775342213, "bench_spy_p1d": 0.012184877209840739, "bench_c_p1d": 0.016001645939937914, "ret_p1w": -0.041448798392388464, "ret_signed_p1w": -0.041448798392388464, "alpha_spy_p1w": -0.07441768570124918, "alpha_c_p1w": -0.10291428925977197, "bench_spy_p1w": 0.03296888730886072, "bench_c_p1w": 0.06146549086738351, "ret_p1m": 0.524430466699475, "ret_signed_p1m": 0.524430466699475, "alpha_spy_p1m": 0.4485231741192741, "alpha_c_p1m": 0.32121637238401113, "bench_spy_p1m": 0.0759072925802009, "bench_c_p1m": 0.2032140943154639, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": -0.041448798392388464, "alpha_spy_stated": -0.07441768570124918, "alpha_c_stated": -0.10291428925977197, "price_path": [-0.5929, -0.5704, -0.5658, -0.5658, -0.5243, -0.4737, -0.4715, -0.5025, -0.5057, -0.4946, -0.4461, -0.4338, -0.395, -0.3016, -0.2698, -0.3863, -0.3951, -0.3722, -0.3875, -0.4313, -0.3708, -0.3383, -0.3422, -0.3422, -0.38, -0.3697, -0.3479, -0.3176, -0.3003, -0.3296, -0.3361, -0.3156, -0.333, -0.35, -0.4064, -0.3711, -0.4062, -0.4464, -0.3819, -0.3502, -0.3119, -0.3503, -0.3054, -0.2613, -0.2439, -0.2087, -0.1894, -0.2549, -0.2625, -0.2625, -0.2883, -0.3668, -0.3535, -0.399, -0.333, -0.2727, -0.2634, -0.2634, -0.2392, -0.2538, -0.1802, -0.106, -0.1058, 0.0, -0.0084, -0.0638, -0.0347, -0.0331, -0.0414, -0.0515, 0.0279, -0.0211, 0.0393, 0.1236, 0.0523, 0.1173, 0.1512, 0.2462, 0.3185, 0.4765, 0.4803, 0.4068, 0.6403, 0.6247, 0.5244, 0.5194, 0.4517, 0.4778, 0.3995, 0.4523, 0.462, 0.6191, 0.5524, 0.5524, 0.6688, 0.6692, 0.7235, 0.7795, 0.8493, 0.802, 0.9228, 0.8474, 0.6371, 0.7239, 0.7287, 0.7252, 0.9753, 1.0788, 1.213, 1.0909, 1.0565, 1.2937, 1.2937, 1.3871, 1.0615, 1.0615, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2034509363818446875", "ticker_idx": 0, "ts": "2026-03-19T05:56:46+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU Bargain of the Century ... $MU Golden nugget from the earnings: Groq needs DRAM and lots of it.", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Bullish MU: low valuation, surging HBM/DRAM/NAND prices, and massive DDR5 demand from Groq's rack-scale architecture as a durable tailwind.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU Golden nugget from the earnings: Groq needs DRAM and lots of it.\n\n\"NVIDIA Groq 3 LPX implements up to 12TB of DDR5 in a rack scale architecture\"\n\nThe LPX architecture features a unique \"Fusion Memory\" approach, implementing 12TB of DDR5 memory per rack alongside high-speed SRAM, allowing it to handle large model contexts in a tightly coupled, 256-accelerator configuration\n\n12TB of DDR5 memory is an exceptionally large capacity, even by data center standards", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": 0.039300492601358705, "ret_signed_m1d": 0.039300492601358705, "alpha_spy_m1d": 0.03683002338053165, "alpha_c_m1d": 0.04246569050852611, "bench_spy_m1d": 0.002470469220827054, "bench_c_m1d": -0.0031651979071674052, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04810137299176742, "ret_signed_p1d": -0.04810137299176742, "alpha_spy_p1d": -0.033765676724914706, "alpha_c_p1d": -0.022323942506537797, "bench_spy_p1d": -0.014335696266852715, "bench_c_p1d": -0.025777430485229624, "ret_p1w": -0.1999009602022468, "ret_signed_p1w": -0.1999009602022468, "alpha_spy_p1w": -0.18027651616244322, "alpha_c_p1w": -0.1642481277017227, "bench_spy_p1w": -0.019624444039803568, "bench_c_p1w": -0.03565283250052409, "ret_p1m": 0.024739883090157067, "ret_signed_p1m": 0.024739883090157067, "alpha_spy_p1m": -0.05449545344513007, "alpha_c_p1m": -0.15058673465555272, "bench_spy_p1m": 0.07923533653528714, "bench_c_p1m": 0.1753266177457098, "ret_p3m": 1.2985770897555384, "ret_signed_p3m": 1.2985770897555384, "alpha_spy_p3m": 1.1582629937501192, "alpha_c_p3m": 0.7387675611034268, "bench_spy_p3m": 0.14031409600541922, "bench_c_p3m": 0.5598095286521116, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.024739883090157067, "alpha_spy_stated": -0.05449545344513007, "alpha_c_stated": -0.15058673465555272, "price_path": [-0.3777, -0.3784, -0.355, -0.355, -0.3592, -0.3374, -0.3413, -0.3576, -0.3576, -0.29, -0.2974, -0.227, -0.2357, -0.2639, -0.2232, -0.2215, -0.2389, -0.2497, -0.2423, -0.1835, -0.1835, -0.1784, -0.1242, -0.1051, -0.1004, -0.1242, -0.0766, -0.0202, -0.0191, -0.0662, -0.0146, -0.0559, -0.146, -0.1382, -0.1116, -0.1368, -0.1599, -0.0764, -0.0682, -0.0734, -0.0734, -0.1001, -0.0525, -0.0606, -0.0362, -0.0524, -0.0591, -0.0344, -0.0646, -0.0718, -0.0711, -0.1454, -0.0979, -0.1063, -0.1665, -0.1237, -0.0926, -0.0576, -0.0876, -0.0408, -0.0056, 0.0392, 0.0393, 0.0, -0.0481, -0.0899, -0.1097, -0.14, -0.1999, -0.1959, -0.2754, -0.2392, -0.1717, -0.1753, -0.1753, -0.1493, -0.1498, -0.0841, -0.0508, -0.0529, -0.0395, 0.0486, 0.0274, 0.0296, 0.0247, 0.0098, 0.0119, 0.0977, 0.0848, 0.1185, 0.1812, 0.1356, 0.1675, 0.1646, 0.221, 0.2981, 0.4416, 0.501, 0.4561, 0.6817, 0.7909, 0.7262, 0.8096, 0.7474, 0.6318, 0.5347, 0.5734, 0.6483, 0.7161, 0.6911, 0.6911, 1.0174, 1.0906, 1.0796, 1.1865, 1.3318, 1.3962, 1.431, 1.2428, 0.9456, 1.1376, 1.1075, 1.0084, 1.2425, 1.2104, 1.45, 1.2986, 1.3491, 1.5536, 1.5536, 1.7278, 1.3684, 1.3684, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2047384190568817073", "ticker_idx": 0, "ts": "2026-04-23T18:36:44+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "This forward PE doesn't make sense when you have other cyclicals not behaving that way", "tweet_type": "analysis", "timeline": "unspecified", "summary": "MU's underperformance vs STX/WDC is irrational spillover from Korean memory geo/currency risk; forward PE discount doesn't make sense — implied bullish.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "To be honest this is a Scarlett Letter woven by the Korean memory makers. SK hynix and Samsung trade in the Korean market. Geo and Currency risks... I think those characteristics are spilling over to Micron. This forward PE doesn't make sense when you have other cyclicals not behaving that way.", "reply_text": null, "parent_text": "@TradexWhisperer So why is it taking so long to rip past 500 but STX and WDC are up 70% in 3 months? Genuine question", "quoted_text": null, "parent_author": "DegenSol13", "ret_m1d": 0.011957173775281937, "ret_signed_m1d": 0.011957173775281937, "alpha_spy_m1d": 0.00806131408496591, "alpha_c_m1d": 0.022375394108709812, "bench_spy_m1d": 0.003895859690316028, "bench_c_m1d": -0.010418220333427874, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03113842058039773, "ret_signed_p1d": 0.03113842058039773, "alpha_spy_p1d": 0.023389111343166125, "alpha_c_p1d": -0.019894050160316423, "bench_spy_p1d": 0.007749309237231605, "bench_c_p1d": 0.05103247074071415, "ret_p1w": 0.07356965007477667, "ret_signed_p1w": 0.07356965007477667, "alpha_spy_p1w": 0.05915797507191112, "alpha_c_p1w": 0.021956088173431088, "bench_spy_p1w": 0.014411675002865554, "bench_c_p1w": 0.051613561901345584, "ret_p1m": 0.5589969237252503, "ret_signed_p1m": 0.5589969237252503, "alpha_spy_p1m": 0.5065020628240426, "alpha_c_p1m": 0.362940059505956, "bench_spy_p1m": 0.052494860901207696, "bench_c_p1m": 0.19605686421929436, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.5589969237252503, "alpha_spy_stated": 0.5065020628240426, "alpha_c_stated": 0.362940059505956, "price_path": [-0.1926, -0.1487, -0.0968, -0.0957, -0.1391, -0.0916, -0.1297, -0.2127, -0.2055, -0.181, -0.2042, -0.2255, -0.1485, -0.141, -0.1458, -0.1458, -0.1704, -0.1265, -0.134, -0.1115, -0.1265, -0.1326, -0.1098, -0.1377, -0.1443, -0.1437, -0.2122, -0.1684, -0.1761, -0.2316, -0.1922, -0.1635, -0.1312, -0.1589, -0.1158, -0.0833, -0.042, -0.0419, -0.0781, -0.1225, -0.161, -0.1793, -0.2072, -0.2624, -0.2588, -0.332, -0.2987, -0.2364, -0.2397, -0.2397, -0.2158, -0.2162, -0.1557, -0.125, -0.1269, -0.1145, -0.0333, -0.0529, -0.0508, -0.0553, -0.0691, -0.0671, 0.012, 0.0, 0.0311, 0.0889, 0.0469, 0.0763, 0.0736, 0.1256, 0.1966, 0.329, 0.3838, 0.3423, 0.5503, 0.651, 0.5913, 0.6683, 0.6109, 0.5043, 0.4148, 0.4505, 0.5195, 0.582, 0.559, 0.559, 0.8598, 0.9273, 0.9171, 1.0157, 1.1496, 1.209, 1.2411, 1.0676, 0.7936, 0.9706, 0.9428, 0.8514, 1.0673, 1.0377, 1.2586, 1.119, 1.1656, 1.354, 1.354, 1.5147, 1.1834, 1.1834, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2040314224589893646", "ticker_idx": 0, "ts": "2026-04-04T06:23:13+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU $SNDK Surprise Mfs", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish MU and SNDK: Jevons Paradox ensures AI efficiency gains will multiply memory demand, not reduce it.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "$MU $SNDK Surprise Mfs\n\n30 years of Jevons Paradox. Same pattern every time. Software got more efficient. Memory demand exploded anyway.\n\n1995: Win 95 ran on 4MB\n2005: Win XP needed 128MB\n2026: AI models need TBs\n\nEfficiency gains don't reduce consumption. They multiply it. https://t.co/YU81Uvo2Wz", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.030495603646339964, "ret_signed_m1d": -0.030495603646339964, "alpha_spy_m1d": -0.025790996511681596, "alpha_c_m1d": -0.02125270359945919, "bench_spy_m1d": -0.004704607134658367, "bench_c_m1d": -0.009242900046880775, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.00047655439619209705, "ret_signed_p1d": -0.00047655439619209705, "alpha_spy_p1d": -0.0009165549608193269, "alpha_c_p1d": -0.010376000836410548, "bench_spy_p1d": 0.0004400005646272298, "bench_c_p1d": 0.009899446440218451, "ret_p1w": 0.12918251411324855, "ret_signed_p1w": 0.12918251411324855, "alpha_spy_p1w": 0.08794903781533048, "alpha_c_p1w": 0.00958055432342042, "bench_spy_p1w": 0.04123347629791807, "bench_c_p1w": 0.11960195978982813, "ret_p1m": 0.6947267991766328, "ret_signed_p1m": 0.6947267991766328, "alpha_spy_p1m": 0.5963248240217132, "alpha_c_p1m": 0.3747359210020953, "bench_spy_p1m": 0.09840197515491966, "bench_c_p1m": 0.31999087817453753, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.6947267991766328, "alpha_spy_stated": 0.5963248240217132, "alpha_c_stated": 0.3747359210020953, "price_path": [-0.1015, -0.1347, -0.0869, -0.0848, -0.1053, -0.1179, -0.1093, -0.0401, -0.0401, -0.0342, 0.0296, 0.052, 0.0575, 0.0296, 0.0855, 0.1518, 0.1531, 0.0978, 0.1585, 0.1099, 0.0039, 0.0132, 0.0444, 0.0148, -0.0124, 0.0858, 0.0954, 0.0893, 0.0893, 0.0578, 0.1139, 0.1043, 0.133, 0.1139, 0.1061, 0.1352, 0.0996, 0.0912, 0.092, 0.0047, 0.0605, 0.0506, -0.0202, 0.0302, 0.0667, 0.1079, 0.0726, 0.1276, 0.169, 0.2217, 0.2218, 0.1756, 0.119, 0.0699, 0.0466, 0.011, -0.0594, -0.0548, -0.1481, -0.1057, -0.0262, -0.0305, -0.0305, 0.0, -0.0005, 0.0767, 0.1158, 0.1134, 0.1292, 0.2327, 0.2077, 0.2104, 0.2047, 0.187, 0.1896, 0.2904, 0.2752, 0.3149, 0.3886, 0.3349, 0.3725, 0.369, 0.4353, 0.526, 0.6947, 0.7646, 0.7117, 0.9769, 1.1054, 1.0293, 1.1274, 1.0542, 0.9183, 0.8042, 0.8497, 0.9377, 1.0174, 0.988, 0.988, 1.3716, 1.4577, 1.4447, 1.5704, 1.7412, 1.8169, 1.8578, 1.6366, 1.2872, 1.5129, 1.4775, 1.361, 1.6363, 1.5985, 1.8801, 1.7021, 1.7615, 2.0019, 2.0019, 2.2067, 1.7842, 1.7842, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2040314224589893646", "ticker_idx": 1, "ts": "2026-04-04T06:23:13+00:00", "symbol": "SNDK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU $SNDK Surprise Mfs", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish MU and SNDK: Jevons Paradox ensures AI efficiency gains will multiply memory demand, not reduce it.", "resolved_tickers": ["SNDK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "original", "lang": "en", "tweet_text": "$MU $SNDK Surprise Mfs\n\n30 years of Jevons Paradox. Same pattern every time. Software got more efficient. Memory demand exploded anyway.\n\n1995: Win 95 ran on 4MB\n2005: Win XP needed 128MB\n2026: AI models need TBs\n\nEfficiency gains don't reduce consumption. They multiply it. https://t.co/YU81Uvo2Wz", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.03179550649585616, "ret_signed_m1d": -0.03179550649585616, "alpha_spy_m1d": -0.027090899361197796, "alpha_c_m1d": -0.026019895209875465, "bench_spy_m1d": -0.004704607134658367, "bench_c_m1d": -0.005775611285980697, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.019085625763013203, "ret_signed_p1d": -0.019085625763013203, "alpha_spy_p1d": -0.019525626327640433, "alpha_c_p1d": -0.023837708170714178, "bench_spy_p1d": 0.0004400005646272298, "bench_c_p1d": 0.004752082407700975, "ret_p1w": 0.31446392446037175, "ret_signed_p1w": 0.31446392446037175, "alpha_spy_p1w": 0.2732304481624537, "alpha_c_p1w": 0.24990766622461646, "bench_spy_p1w": 0.04123347629791807, "bench_c_p1w": 0.06455625823575528, "ret_p1m": 0.9407420846677377, "ret_signed_p1m": 0.9407420846677377, "alpha_spy_p1m": 0.842340109512818, "alpha_c_p1m": 0.7298194097949695, "bench_spy_p1m": 0.09840197515491966, "bench_c_p1m": 0.21092267487276817, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.9407420846677377, "alpha_spy_stated": 0.842340109512818, "alpha_c_stated": 0.7298194097949695, "price_path": [-0.5121, -0.5383, -0.4792, -0.4628, -0.4621, -0.4648, -0.4352, -0.4292, -0.4292, -0.3747, -0.3082, -0.3052, -0.3461, -0.3503, -0.3356, -0.2719, -0.2558, -0.2048, -0.082, -0.0402, -0.1933, -0.2048, -0.1748, -0.1949, -0.2525, -0.1729, -0.1302, -0.1353, -0.1353, -0.185, -0.1714, -0.1429, -0.103, -0.0802, -0.1188, -0.1273, -0.1004, -0.1232, -0.1457, -0.2197, -0.1733, -0.2195, -0.2723, -0.1875, -0.1459, -0.0955, -0.146, -0.087, -0.029, -0.0062, 0.0401, 0.0655, -0.0206, -0.0306, -0.0306, -0.0645, -0.1676, -0.1501, -0.2099, -0.1232, -0.044, -0.0318, -0.0318, 0.0, -0.0191, 0.0777, 0.1752, 0.1755, 0.3145, 0.3034, 0.2306, 0.2689, 0.271, 0.26, 0.2468, 0.3511, 0.2868, 0.3661, 0.4769, 0.3833, 0.4686, 0.5132, 0.6381, 0.7331, 0.9407, 0.9458, 0.8492, 1.1561, 1.1357, 1.0038, 0.9972, 0.9082, 0.9425, 0.8396, 0.909, 0.9218, 1.1283, 1.0406, 1.0406, 1.1936, 1.1941, 1.2655, 1.3391, 1.4308, 1.3686, 1.5275, 1.4284, 1.1519, 1.266, 1.2722, 1.2677, 1.5965, 1.7326, 1.9089, 1.7484, 1.7032, 2.015, 2.015, 2.1378, 1.7098, 1.7098, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2035219001291444715", "ticker_idx": 0, "ts": "2026-03-21T04:56:37+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU Alerts Customers to Price Hikes, Signaling Robust 2025-26 Demand", "tweet_type": "analysis", "timeline": "quarters", "summary": "Bullish MU on price hikes + robust 2025-26 demand; NVDA Groq 3 LPX needs 12TB DDR5/rack, driving memory demand.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU $NVDA The newly announced NVIDIA Groq 3 LPX (Inference Accelator) implements up to 12TB of DDR5 memory per rack.\n\nGroq's 12TB is 3 - 6 times higher than what you'd find in a typical non-AI enterprise setup\n\nThe 12TB allows the Groq system to act as a massive \"cache\" for model weights, meaning it doesn't have to constantly fetch data from slower storage, which is why it can generate tokens so much faster than a standard server rack.", "reply_text": null, "parent_text": null, "quoted_text": "$MU Alerts Customers to Price Hikes, Signaling Robust 2025-26 Demand. Here's the letter from EVP of Sales\n\nValued Channel Partners, Recent market dynamics indicate that the memory and storage markets have started to recover, with growth anticipated through calendar 2025 and 2026. https://t.co/llVwj8NP4p", "parent_author": null, "ret_m1d": 0.04587608576961788, "ret_signed_m1d": 0.04587608576961788, "alpha_spy_m1d": 0.05626697277273662, "alpha_c_m1d": 0.06279144596220554, "bench_spy_m1d": -0.010390887003118743, "bench_c_m1d": -0.01691536019258766, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.021812755900196712, "ret_signed_p1d": -0.021812755900196712, "alpha_spy_p1d": -0.018455941423019206, "alpha_c_p1d": -0.030066054927246122, "bench_spy_p1d": -0.0033568144771775055, "bench_c_p1d": 0.00825329902704941, "ret_p1w": -0.2038205167448306, "ret_signed_p1w": -0.2038205167448306, "alpha_spy_p1w": -0.168100768924211, "alpha_c_p1w": -0.13015435860051405, "bench_spy_p1w": -0.035719747820619596, "bench_c_p1w": -0.07366615814431654, "ret_p1m": 0.11183080685194713, "ret_signed_p1m": 0.11183080685194713, "alpha_spy_p1m": 0.037522725007372415, "alpha_c_p1m": -0.07546483157337813, "bench_spy_p1m": 0.07430808184457471, "bench_c_p1m": 0.18729563842532526, "ret_p3m": 1.8056544396831904, "ret_signed_p3m": 1.8056544396831904, "alpha_spy_p3m": 1.6633190446926047, "alpha_c_p3m": 1.119534167857148, "bench_spy_p3m": 0.14233539499058567, "bench_c_p3m": 0.6861202718260424, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": 1.8056544396831904, "alpha_spy_stated": 1.6633190446926047, "alpha_c_stated": 1.119534167857148, "price_path": [-0.2913, -0.2913, -0.296, -0.272, -0.2763, -0.2942, -0.2942, -0.2199, -0.228, -0.1507, -0.1603, -0.1912, -0.1466, -0.1446, -0.1638, -0.1756, -0.1675, -0.1029, -0.1029, -0.0973, -0.0377, -0.0167, -0.0116, -0.0377, 0.0146, 0.0765, 0.0778, 0.026, 0.0827, 0.0373, -0.0617, -0.0531, -0.0239, -0.0516, -0.0769, 0.0148, 0.0238, 0.0181, 0.0181, -0.0113, 0.0411, 0.0322, 0.0589, 0.0411, 0.0338, 0.061, 0.0277, 0.0198, 0.0206, -0.061, -0.0089, -0.0181, -0.0842, -0.0372, -0.0031, 0.0355, 0.0025, 0.0539, 0.0926, 0.1418, 0.1419, 0.0987, 0.0459, 0.0, -0.0218, -0.0551, -0.1209, -0.1166, -0.2038, -0.1641, -0.0899, -0.0939, -0.0939, -0.0654, -0.0658, 0.0063, 0.0429, 0.0406, 0.0554, 0.1521, 0.1288, 0.1313, 0.1259, 0.1095, 0.1118, 0.2061, 0.1918, 0.229, 0.2978, 0.2477, 0.2827, 0.2795, 0.3415, 0.4262, 0.5839, 0.6492, 0.5999, 0.8477, 0.9678, 0.8966, 0.9883, 0.92, 0.7929, 0.6862, 0.7288, 0.811, 0.8855, 0.8581, 0.8581, 1.2165, 1.297, 1.2849, 1.4024, 1.562, 1.6327, 1.671, 1.4642, 1.1377, 1.3487, 1.3155, 1.2066, 1.4639, 1.4286, 1.6918, 1.5255, 1.581, 1.8057, 1.8057, 1.9971, 1.6022, 1.6022, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2035219001291444715", "ticker_idx": 1, "ts": "2026-03-21T04:56:37+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU $NVDA The newly announced NVIDIA Groq 3 LPX (Inference Accelator) implements up to 12TB of DDR5 memory per rack", "tweet_type": "analysis", "timeline": "quarters", "summary": "Bullish MU on price hikes + robust 2025-26 demand; NVDA Groq 3 LPX needs 12TB DDR5/rack, driving memory demand.", "resolved_tickers": ["NVDA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU $NVDA The newly announced NVIDIA Groq 3 LPX (Inference Accelator) implements up to 12TB of DDR5 memory per rack.\n\nGroq's 12TB is 3 - 6 times higher than what you'd find in a typical non-AI enterprise setup\n\nThe 12TB allows the Groq system to act as a massive \"cache\" for model weights, meaning it doesn't have to constantly fetch data from slower storage, which is why it can generate tokens so much faster than a standard server rack.", "reply_text": null, "parent_text": null, "quoted_text": "$MU Alerts Customers to Price Hikes, Signaling Robust 2025-26 Demand. Here's the letter from EVP of Sales\n\nValued Channel Partners, Recent market dynamics indicate that the memory and storage markets have started to recover, with growth anticipated through calendar 2025 and 2026. https://t.co/llVwj8NP4p", "parent_author": null, "ret_m1d": -0.016738823917839096, "ret_signed_m1d": -0.016738823917839096, "alpha_spy_m1d": -0.0063479369147203535, "alpha_c_m1d": 0.00017653627474856215, "bench_spy_m1d": -0.010390887003118743, "bench_c_m1d": -0.01691536019258766, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.00250518750288653, "ret_signed_p1d": -0.00250518750288653, "alpha_spy_p1d": 0.0008516269742909754, "alpha_c_p1d": -0.01075848652993594, "bench_spy_p1d": -0.0033568144771775055, "bench_c_p1d": 0.00825329902704941, "ret_p1w": -0.059610555238719054, "ret_signed_p1w": -0.059610555238719054, "alpha_spy_p1w": -0.023890807418099458, "alpha_c_p1w": 0.014055602905597486, "bench_spy_p1w": -0.035719747820619596, "bench_c_p1w": -0.07366615814431654, "ret_p1m": 0.13800962535431016, "ret_signed_p1m": 0.13800962535431016, "alpha_spy_p1m": 0.06370154350973545, "alpha_c_p1m": -0.0492860130710151, "bench_spy_p1m": 0.07430808184457471, "bench_c_p1m": 0.18729563842532526, "ret_p3m": 0.20095399432721117, "ret_signed_p3m": 0.20095399432721117, "alpha_spy_p3m": 0.0586185993366255, "alpha_c_p3m": -0.48516627749883123, "bench_spy_p3m": 0.14233539499058567, "bench_c_p3m": 0.6861202718260424, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": 0.20095399432721117, "alpha_spy_stated": 0.0586185993366255, "alpha_c_stated": -0.48516627749883123, "price_path": [0.0738, 0.0738, 0.0847, 0.0716, 0.0677, 0.0618, 0.0618, 0.0752, 0.071, 0.066, 0.0766, 0.0535, 0.0524, 0.0529, 0.0578, 0.0426, 0.0649, 0.0602, 0.0602, 0.0138, 0.0437, 0.0523, 0.0684, 0.0616, 0.0733, 0.0904, 0.096, 0.0881, 0.0567, 0.0267, -0.0083, -0.0215, 0.0556, 0.0819, 0.0734, 0.082, 0.0643, 0.0408, 0.0408, 0.0531, 0.0702, 0.0697, 0.0807, 0.0905, 0.0979, 0.1134, 0.0526, 0.0088, 0.0389, 0.0251, 0.0421, 0.0438, 0.0124, 0.0399, 0.0519, 0.0592, 0.0427, 0.0262, 0.0432, 0.0358, 0.0271, 0.0166, -0.0167, 0.0, -0.0025, 0.0173, -0.0251, -0.0462, -0.0596, -0.0071, 0.0006, 0.01, 0.01, 0.0114, 0.014, 0.0367, 0.0471, 0.074, 0.0778, 0.1188, 0.1323, 0.1293, 0.1483, 0.1504, 0.138, 0.1529, 0.1366, 0.1858, 0.2333, 0.2137, 0.1914, 0.1362, 0.1299, 0.13, 0.1188, 0.1833, 0.2042, 0.2252, 0.2494, 0.257, 0.2858, 0.3422, 0.2829, 0.2658, 0.256, 0.2723, 0.2498, 0.226, 0.226, 0.2233, 0.2104, 0.2198, 0.2021, 0.2774, 0.2686, 0.2227, 0.2464, 0.1691, 0.1893, 0.1867, 0.1424, 0.1678, 0.1696, 0.211, 0.1823, 0.1665, 0.201, 0.201, 0.1893, 0.1402, 0.1402, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2045636707098530122", "ticker_idx": 0, "ts": "2026-04-18T22:52:51+00:00", "symbol": "TSM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$TSM next 5 years", "tweet_type": "prediction", "timeline": "years", "summary": "Long TSM over the next 5 years.", "resolved_tickers": ["TSM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@JohnPlatner @danreese347 That's too short of time frame. $TSM next 5 years.", "reply_text": null, "parent_text": "@TradexWhisperer @danreese347 To that end, what would be your top five list to hold for the next 3 to 6 months?", "quoted_text": null, "parent_author": "JohnPlatner", "ret_m1d": 0.011631755780736164, "ret_signed_m1d": 0.011631755780736164, "alpha_spy_m1d": 0.00962801371234101, "alpha_c_m1d": 0.01120065781816404, "bench_spy_m1d": 0.0020037420683951535, "bench_c_m1d": 0.0004310979625721245, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.00502400710670825, "ret_signed_p1d": 0.00502400710670825, "alpha_spy_p1d": 0.011570899955247738, "alpha_c_p1d": 0.0035152300140199877, "bench_spy_p1d": -0.006546892848539487, "bench_c_p1d": 0.0015087770926882627, "ret_p1w": 0.10577768334239135, "ret_signed_p1w": 0.10577768334239135, "alpha_spy_p1w": 0.09667670361811642, "alpha_c_p1w": 0.014605989468777558, "bench_spy_p1w": 0.009100979724274927, "bench_c_p1w": 0.09117169387361379, "ret_p1m": 0.0720019430526222, "ret_signed_p1m": 0.0720019430526222, "alpha_spy_p1m": 0.0367128738813427, "alpha_c_p1m": -0.10042678354227408, "bench_spy_p1m": 0.0352890691712795, "bench_c_p1m": 0.17242872659489628, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.112, -0.1086, -0.0882, -0.0941, -0.0788, -0.068, -0.0755, -0.1, -0.0706, -0.0858, -0.1131, -0.0995, -0.0502, -0.0323, -0.0146, 0.0186, 0.0023, -0.0025, -0.0025, -0.0084, -0.0136, -0.0187, 0.0089, 0.0075, 0.0503, 0.0557, 0.026, 0.0199, 0.005, -0.0385, -0.0268, -0.0365, -0.0773, -0.0506, -0.055, -0.0346, -0.0832, -0.0789, -0.0736, -0.0553, -0.0728, -0.075, -0.101, -0.0759, -0.0628, -0.0505, -0.1096, -0.1079, -0.1358, -0.0772, -0.0676, -0.0743, -0.0743, -0.0668, -0.0571, -0.0009, -0.002, 0.0119, 0.0091, 0.0373, 0.0242, -0.0079, 0.0116, 0.0, 0.005, 0.0579, 0.0448, 0.0989, 0.1058, 0.0713, 0.0753, 0.0814, 0.0858, 0.0966, 0.0769, 0.1454, 0.1308, 0.1241, 0.1046, 0.0848, 0.0916, 0.1406, 0.1041, 0.0811, 0.072, 0.0966, 0.1117, 0.1045, 0.1045, 0.1258, 0.1542, 0.1601, 0.1426, 0.1895, 0.2197, 0.1924, 0.2148, 0.1336, 0.1654, 0.1684, 0.1161, 0.1524, 0.1602, 0.208, 0.1654, 0.1827, 0.2648, 0.2648, 0.2799, 0.1943, 0.1943, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2035005864973934688", "ticker_idx": 0, "ts": "2026-03-20T14:49:41+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Street-high $700 from Cantor. Barclays at $675. KeyBanc at $600. All raised from $450. All Overweight. The blowout outlook is speaking for itself.", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Author shares/endorses multiple PT upgrades to MU (Cantor $700, Barclays $675, KeyBanc $600), all Overweight on HBM4 and durable AI demand.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU Street-high $700 from Cantor.  Barclays at $675. KeyBanc at $600. All raised from $450. All Overweight.\n\nThe blowout outlook is speaking for itself. https://t.co/zMGjgGzthX", "reply_text": null, "parent_text": null, "quoted_text": "$MU Nine Price Target Upgrades 🤯\n\nBarclays went from $450 to $675 (Street High). The reasoning is the same everywhere: HBM4, Durable AI demand, and long-term agreements. Goldman Sachs is the lone Hold, and even they raised their target.\n\nThe wall of skepticism is crumbling https://t.co/k4BJCsrHj7", "parent_author": null, "ret_m1d": 0.05053203316717414, "ret_signed_m1d": 0.05053203316717414, "alpha_spy_m1d": 0.035987835703030324, "alpha_c_m1d": 0.024072545066761375, "bench_spy_m1d": 0.014544197464143815, "bench_c_m1d": 0.026459488100412765, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04386378691875292, "ret_signed_p1d": -0.04386378691875292, "alpha_spy_p1d": -0.054363778144229324, "alpha_c_p1d": -0.061070199782554124, "bench_spy_p1d": 0.010499991225476402, "bench_c_p1d": 0.0172064128638012, "ret_p1w": -0.15530854978223718, "ret_signed_p1w": -0.15530854978223718, "alpha_spy_p1w": -0.13298248206895535, "alpha_c_p1w": -0.1280434083863955, "bench_spy_p1w": -0.022326067713281827, "bench_c_p1w": -0.027265141395841686, "ret_p1m": 0.060790723610155695, "ret_signed_p1m": 0.060790723610155695, "alpha_spy_p1m": -0.031951650904249895, "alpha_c_p1m": -0.1451145714761286, "bench_spy_p1m": 0.09274237451440559, "bench_c_p1m": 0.2059052950862843, "ret_p3m": 1.4677895269398102, "ret_signed_p3m": 1.4677895269398102, "alpha_spy_p3m": 1.3253376835067485, "alpha_c_p3m": 0.8459930240002109, "bench_spy_p3m": 0.14245184343306172, "bench_c_p3m": 0.6217965029395993, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.060790723610155695, "alpha_spy_stated": -0.031951650904249895, "alpha_c_stated": -0.1451145714761286, "price_path": [-0.347, -0.3224, -0.3224, -0.3269, -0.3039, -0.308, -0.3251, -0.3251, -0.2541, -0.2619, -0.1879, -0.1971, -0.2267, -0.184, -0.1821, -0.2004, -0.2118, -0.204, -0.1422, -0.1422, -0.1369, -0.0799, -0.0599, -0.055, -0.0799, -0.0299, 0.0293, 0.0305, -0.019, 0.0352, -0.0082, -0.1029, -0.0946, -0.0667, -0.0932, -0.1174, -0.0297, -0.0211, -0.0266, -0.0266, -0.0547, -0.0046, -0.0131, 0.0125, -0.0046, -0.0116, 0.0144, -0.0174, -0.0249, -0.0242, -0.1022, -0.0523, -0.0611, -0.1244, -0.0794, -0.0468, -0.01, -0.0415, 0.0076, 0.0447, 0.0917, 0.0918, 0.0505, 0.0, -0.0439, -0.0647, -0.0965, -0.1595, -0.1553, -0.2387, -0.2008, -0.1298, -0.1336, -0.1336, -0.1064, -0.1068, -0.0378, -0.0029, -0.005, 0.0091, 0.1016, 0.0793, 0.0816, 0.0765, 0.0608, 0.0631, 0.1532, 0.1396, 0.1751, 0.2409, 0.193, 0.2265, 0.2234, 0.2827, 0.3637, 0.5145, 0.5769, 0.5297, 0.7667, 0.8814, 0.8134, 0.9011, 0.8357, 0.7143, 0.6123, 0.653, 0.7316, 0.8028, 0.7766, 0.7766, 1.1193, 1.1963, 1.1847, 1.297, 1.4496, 1.5173, 1.5539, 1.3562, 1.0439, 1.2456, 1.214, 1.1098, 1.3558, 1.3221, 1.5738, 1.4147, 1.4678, 1.6826, 1.6826, 1.8657, 1.4881, 1.4881, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2034514435310850087", "ticker_idx": 0, "ts": "2026-03-19T06:16:55+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Signs of structural memory transformation during earnings today. Must Read 👇 … The AI Shift is Here", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish MU: structural memory demand transformation across auto, robots, PC, mobile, and data center signals durable long-term growth.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU Signs of structural memory transformation during earnings today. Must Read 👇\n\nAutomotive: \"The average car today has less than L2 ADAS capability, containing approximately 16GB of DRAM, while vehicles with L4 autonomy require over 300GB.\"\n\nRobots: \"Humanoid robots will be AI-enabled and powered by a compute platform that rivals a high-end L4-capable automobile, requiring significant memory and storage. We expect this exciting new category to further underpin the long-term favorable dynamics shaping our industry.\"\n\nPC: \"PCs with on-device agentic AI have recommended memory specs of at least 32GB, twice the average PC.\"\n\nWorkstations: \"The fast-growing category of personal AI workstations, such as NVIDIA DGX Spark and AMD Ryzen AI Halo, come in 128GB configurations, ideal for running large language models on device.\"\n\nMobile: \"The mix of flagship smartphones shipping with 12GB or more of DRAM increased to nearly 80% in Q4, up from under 20% a year ago.\"\n\nData Center LP DRAM: \"We sampled the industry's first 256GB LP SOCAMM2 product, built on our 1γ node, enabling 2TB of capacity per CPU. Quadrupling content from just a year ago.\"\n\nData Center Demand: \"AI server demand (vs. traditional server) is driving DRAM and NAND data center bit TAM to exceed 50% of industry TAM for the first time in calendar 2026.\"\n\nThe AI Shift is Here", "reply_text": null, "parent_text": null, "quoted_text": "$MU I worked 21 years as an HBM, DRAM & NAND engineer.\n\nAMA is open. Ask me anything.\n\nI'll drop rare insights where I can. https://t.co/mNyHOKVofa", "parent_author": null, "ret_m1d": 0.039300492601358705, "ret_signed_m1d": 0.039300492601358705, "alpha_spy_m1d": 0.03683002338053165, "alpha_c_m1d": 0.04246569050852611, "bench_spy_m1d": 0.002470469220827054, "bench_c_m1d": -0.0031651979071674052, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04810137299176742, "ret_signed_p1d": -0.04810137299176742, "alpha_spy_p1d": -0.033765676724914706, "alpha_c_p1d": -0.022323942506537797, "bench_spy_p1d": -0.014335696266852715, "bench_c_p1d": -0.025777430485229624, "ret_p1w": -0.1999009602022468, "ret_signed_p1w": -0.1999009602022468, "alpha_spy_p1w": -0.18027651616244322, "alpha_c_p1w": -0.1642481277017227, "bench_spy_p1w": -0.019624444039803568, "bench_c_p1w": -0.03565283250052409, "ret_p1m": 0.024739883090157067, "ret_signed_p1m": 0.024739883090157067, "alpha_spy_p1m": -0.05449545344513007, "alpha_c_p1m": -0.15058673465555272, "bench_spy_p1m": 0.07923533653528714, "bench_c_p1m": 0.1753266177457098, "ret_p3m": 1.2985770897555384, "ret_signed_p3m": 1.2985770897555384, "alpha_spy_p3m": 1.1582629937501192, "alpha_c_p3m": 0.7387675611034268, "bench_spy_p3m": 0.14031409600541922, "bench_c_p3m": 0.5598095286521116, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.024739883090157067, "alpha_spy_stated": -0.05449545344513007, "alpha_c_stated": -0.15058673465555272, "price_path": [-0.3777, -0.3784, -0.355, -0.355, -0.3592, -0.3374, -0.3413, -0.3576, -0.3576, -0.29, -0.2974, -0.227, -0.2357, -0.2639, -0.2232, -0.2215, -0.2389, -0.2497, -0.2423, -0.1835, -0.1835, -0.1784, -0.1242, -0.1051, -0.1004, -0.1242, -0.0766, -0.0202, -0.0191, -0.0662, -0.0146, -0.0559, -0.146, -0.1382, -0.1116, -0.1368, -0.1599, -0.0764, -0.0682, -0.0734, -0.0734, -0.1001, -0.0525, -0.0606, -0.0362, -0.0524, -0.0591, -0.0344, -0.0646, -0.0718, -0.0711, -0.1454, -0.0979, -0.1063, -0.1665, -0.1237, -0.0926, -0.0576, -0.0876, -0.0408, -0.0056, 0.0392, 0.0393, 0.0, -0.0481, -0.0899, -0.1097, -0.14, -0.1999, -0.1959, -0.2754, -0.2392, -0.1717, -0.1753, -0.1753, -0.1493, -0.1498, -0.0841, -0.0508, -0.0529, -0.0395, 0.0486, 0.0274, 0.0296, 0.0247, 0.0098, 0.0119, 0.0977, 0.0848, 0.1185, 0.1812, 0.1356, 0.1675, 0.1646, 0.221, 0.2981, 0.4416, 0.501, 0.4561, 0.6817, 0.7909, 0.7262, 0.8096, 0.7474, 0.6318, 0.5347, 0.5734, 0.6483, 0.7161, 0.6911, 0.6911, 1.0174, 1.0906, 1.0796, 1.1865, 1.3318, 1.3962, 1.431, 1.2428, 0.9456, 1.1376, 1.1075, 1.0084, 1.2425, 1.2104, 1.45, 1.2986, 1.3491, 1.5536, 1.5536, 1.7278, 1.3684, 1.3684, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2042481765647073307", "ticker_idx": 0, "ts": "2026-04-10T05:56:15+00:00", "symbol": "LITE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$LITE back to $950\n\nThey expect to be fully sold out for all of 2028 within the next two quarters.", "tweet_type": "prediction", "timeline": "months", "summary": "Bullish LITE to $950; expects sold-out capacity through 2028 within next two quarters.", "resolved_tickers": ["LITE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "quote", "lang": "en", "tweet_text": "$LITE back to $950\n\nThey expect to be fully sold out for all of 2028 within the next two quarters. https://t.co/GLkg5hWuyg", "reply_text": null, "parent_text": null, "quoted_text": "Investment theses win by targeting bottlenecks\n\nHBM fixes GPU-to-memory wall (Memory Wall)\nPhotonics/Optics fixes server-to-server (East-West Traffic)\n\nMemory Play: $MU $EWY (Samsung & SK Hynix)\nEast-West Play: $GLW (fiber) $LITE (laser/OCS), $AAOI $COHR (optics) $TSM (CPO) https://t.co/1iuv2viik4", "parent_author": null, "ret_m1d": -0.003532801686483067, "ret_signed_m1d": -0.003532801686483067, "alpha_spy_m1d": -0.004195015349770959, "alpha_c_m1d": -0.004195015349770959, "bench_spy_m1d": 0.0006622136632878917, "bench_c_m1d": 0.0006622136632878917, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.029109545829186012, "ret_signed_p1d": -0.029109545829186012, "alpha_spy_p1d": -0.03888199307566775, "alpha_c_p1d": -0.03888199307566775, "bench_spy_p1d": 0.009772447246481741, "bench_c_p1d": 0.009772447246481741, "ret_p1w": -0.00359966623502872, "ret_signed_p1w": -0.00359966623502872, "alpha_spy_p1w": -0.04875321775994379, "alpha_c_p1w": -0.04875321775994379, "bench_spy_p1w": 0.04515355152491507, "bench_c_p1w": 0.04515355152491507, "ret_p1m": 0.1736208404622075, "ret_signed_p1m": 0.1736208404622075, "alpha_spy_p1m": 0.08555092626179062, "alpha_c_p1m": 0.08555092626179062, "bench_spy_p1m": 0.08806991420041688, "bench_c_p1m": 0.08806991420041688, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.1736208404622075, "alpha_spy_stated": 0.08555092626179062, "alpha_c_stated": 0.08555092626179062, "price_path": [-0.5973, -0.6304, -0.6174, -0.6386, -0.6386, -0.6023, -0.5961, -0.6049, -0.622, -0.6295, -0.5869, -0.5709, -0.5749, -0.5633, -0.5281, -0.5151, -0.4812, -0.4378, -0.3848, -0.3568, -0.3746, -0.3602, -0.3498, -0.3729, -0.3729, -0.3309, -0.3377, -0.2916, -0.2558, -0.248, -0.233, -0.1938, -0.2455, -0.2189, -0.1271, -0.2261, -0.2413, -0.2747, -0.3776, -0.286, -0.2511, -0.2511, -0.3134, -0.3063, -0.3036, -0.2761, -0.219, -0.1395, -0.2128, -0.1876, -0.1062, -0.1339, -0.2324, -0.2168, -0.2703, -0.2168, -0.1478, -0.0785, -0.0785, -0.1393, -0.0909, -0.0014, -0.0035, 0.0, -0.0291, -0.0496, -0.0817, -0.0068, -0.0036, -0.0024, -0.0673, -0.0264, -0.0562, -0.0175, -0.0419, -0.1181, -0.0434, 0.0056, 0.0587, 0.0879, 0.1084, 0.0524, -0.0053, 0.0072, 0.1736, 0.106, 0.1483, 0.1165, 0.0818, -0.0137, -0.008, -0.0326, 0.0749, 0.0553, 0.0553, 0.0151, 0.0056, -0.0409, -0.0472, 0.0086, 0.1469, 0.0454, 0.0532, -0.0375, -0.0021, -0.0842, -0.0491, -0.0086, 0.027, 0.0668, -0.0245, -0.0304, -0.0527, -0.0527, -0.0038, -0.0773, -0.0773, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2035088679874724079", "ticker_idx": 0, "ts": "2026-03-20T20:18:46+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The memory cycle is being structurally dismantled. This is the transformation bears refuse to see.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish MU and Korean memory (EWY) on structural shift to multi-year binding supply contracts; calls bears blind to the transformation.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU $EWY The memory cycle is being structurally dismantled\n\nSamsung is reportedly in talks with Google and Microsoft on long-term supply deals that could include $10B+ in prepayments. Unlike the toothless deals of 2019, these are designed to be binding.\n\nMicron already signed its first five-year SCA. The entire industry is moving in one direction.\n\n This is the transformation bears refuse to see.", "reply_text": null, "parent_text": null, "quoted_text": "🚨 $MU Huge News for the Memory Industry\n\nMicron signed its first-ever 5-year Strategic Customer Agreement, moving well beyond the typical one-year deal. Samsung and SK Hynix are following suit, pursuing 3 to 5 year contracts with major tech firms. Longer commitments mean https://t.co/sDbrrH2Aj9", "parent_author": null, "ret_m1d": 0.04587608576961788, "ret_signed_m1d": 0.04587608576961788, "alpha_spy_m1d": 0.05626697277273662, "alpha_c_m1d": 0.06279144596220554, "bench_spy_m1d": -0.010390887003118743, "bench_c_m1d": -0.01691536019258766, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.021812755900196712, "ret_signed_p1d": -0.021812755900196712, "alpha_spy_p1d": -0.018455941423019206, "alpha_c_p1d": -0.030066054927246122, "bench_spy_p1d": -0.0033568144771775055, "bench_c_p1d": 0.00825329902704941, "ret_p1w": -0.2038205167448306, "ret_signed_p1w": -0.2038205167448306, "alpha_spy_p1w": -0.168100768924211, "alpha_c_p1w": -0.13015435860051405, "bench_spy_p1w": -0.035719747820619596, "bench_c_p1w": -0.07366615814431654, "ret_p1m": 0.11183080685194713, "ret_signed_p1m": 0.11183080685194713, "alpha_spy_p1m": 0.037522725007372415, "alpha_c_p1m": -0.07546483157337813, "bench_spy_p1m": 0.07430808184457471, "bench_c_p1m": 0.18729563842532526, "ret_p3m": 1.8056544396831904, "ret_signed_p3m": 1.8056544396831904, "alpha_spy_p3m": 1.6633190446926047, "alpha_c_p3m": 1.119534167857148, "bench_spy_p3m": 0.14233539499058567, "bench_c_p3m": 0.6861202718260424, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.11183080685194713, "alpha_spy_stated": 0.037522725007372415, "alpha_c_stated": -0.07546483157337813, "price_path": [-0.2913, -0.2913, -0.296, -0.272, -0.2763, -0.2942, -0.2942, -0.2199, -0.228, -0.1507, -0.1603, -0.1912, -0.1466, -0.1446, -0.1638, -0.1756, -0.1675, -0.1029, -0.1029, -0.0973, -0.0377, -0.0167, -0.0116, -0.0377, 0.0146, 0.0765, 0.0778, 0.026, 0.0827, 0.0373, -0.0617, -0.0531, -0.0239, -0.0516, -0.0769, 0.0148, 0.0238, 0.0181, 0.0181, -0.0113, 0.0411, 0.0322, 0.0589, 0.0411, 0.0338, 0.061, 0.0277, 0.0198, 0.0206, -0.061, -0.0089, -0.0181, -0.0842, -0.0372, -0.0031, 0.0355, 0.0025, 0.0539, 0.0926, 0.1418, 0.1419, 0.0987, 0.0459, 0.0, -0.0218, -0.0551, -0.1209, -0.1166, -0.2038, -0.1641, -0.0899, -0.0939, -0.0939, -0.0654, -0.0658, 0.0063, 0.0429, 0.0406, 0.0554, 0.1521, 0.1288, 0.1313, 0.1259, 0.1095, 0.1118, 0.2061, 0.1918, 0.229, 0.2978, 0.2477, 0.2827, 0.2795, 0.3415, 0.4262, 0.5839, 0.6492, 0.5999, 0.8477, 0.9678, 0.8966, 0.9883, 0.92, 0.7929, 0.6862, 0.7288, 0.811, 0.8855, 0.8581, 0.8581, 1.2165, 1.297, 1.2849, 1.4024, 1.562, 1.6327, 1.671, 1.4642, 1.1377, 1.3487, 1.3155, 1.2066, 1.4639, 1.4286, 1.6918, 1.5255, 1.581, 1.8057, 1.8057, 1.9971, 1.6022, 1.6022, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2035088679874724079", "ticker_idx": 1, "ts": "2026-03-20T20:18:46+00:00", "symbol": "EWY", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU $EWY The memory cycle is being structurally dismantled", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish MU and Korean memory (EWY) on structural shift to multi-year binding supply contracts; calls bears blind to the transformation.", "resolved_tickers": ["EWY"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "quote", "lang": "en", "tweet_text": "$MU $EWY The memory cycle is being structurally dismantled\n\nSamsung is reportedly in talks with Google and Microsoft on long-term supply deals that could include $10B+ in prepayments. Unlike the toothless deals of 2019, these are designed to be binding.\n\nMicron already signed its first five-year SCA. The entire industry is moving in one direction.\n\n This is the transformation bears refuse to see.", "reply_text": null, "parent_text": null, "quoted_text": "🚨 $MU Huge News for the Memory Industry\n\nMicron signed its first-ever 5-year Strategic Customer Agreement, moving well beyond the typical one-year deal. Samsung and SK Hynix are following suit, pursuing 3 to 5 year contracts with major tech firms. Longer commitments mean https://t.co/sDbrrH2Aj9", "parent_author": null, "ret_m1d": -0.06001045456846854, "ret_signed_m1d": -0.06001045456846854, "alpha_spy_m1d": -0.0496195675653498, "alpha_c_m1d": -0.0496195675653498, "bench_spy_m1d": -0.010390887003118743, "bench_c_m1d": -0.010390887003118743, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03781479449155534, "ret_signed_p1d": -0.03781479449155534, "alpha_spy_p1d": -0.03445798001437783, "alpha_c_p1d": -0.03445798001437783, "bench_spy_p1d": -0.0033568144771775055, "bench_c_p1d": -0.0033568144771775055, "ret_p1w": -0.12988564061371788, "ret_signed_p1w": -0.12988564061371788, "alpha_spy_p1w": -0.09416589279309828, "alpha_c_p1w": -0.09416589279309828, "bench_spy_p1w": -0.035719747820619596, "bench_c_p1w": -0.035719747820619596, "ret_p1m": 0.09700318335224001, "ret_signed_p1m": 0.09700318335224001, "alpha_spy_p1m": 0.022695101507665294, "alpha_c_p1m": 0.022695101507665294, "bench_spy_p1m": 0.07430808184457471, "bench_c_p1m": 0.07430808184457471, "ret_p3m": 0.6381436435813193, "ret_signed_p3m": 0.6381436435813193, "alpha_spy_p3m": 0.4958082485907336, "alpha_c_p3m": 0.4958082485907336, "bench_spy_p3m": 0.14233539499058567, "bench_c_p3m": 0.14233539499058567, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.09700318335224001, "alpha_spy_stated": 0.022695101507665294, "alpha_c_stated": 0.022695101507665294, "price_path": [-0.293, -0.293, -0.2838, -0.2622, -0.263, -0.2734, -0.2734, -0.2361, -0.2166, -0.1958, -0.2001, -0.2034, -0.1862, -0.1859, -0.1963, -0.1806, -0.1701, -0.1613, -0.1613, -0.1707, -0.1356, -0.1332, -0.1184, -0.1232, -0.083, -0.0617, -0.0696, -0.0852, -0.0963, -0.0709, -0.1013, -0.1016, -0.068, -0.058, -0.0699, -0.024, -0.0225, 0.0012, 0.0012, -0.0234, -0.0066, 0.0105, 0.0603, 0.041, 0.0803, 0.1127, 0.1241, 0.1312, 0.1026, -0.011, 0.0042, -0.0603, -0.0529, 0.0006, -0.0262, -0.0072, -0.077, -0.0722, -0.0053, 0.0046, -0.0144, 0.0075, -0.06, 0.0, -0.0378, -0.0454, -0.1033, -0.0959, -0.1299, -0.0807, -0.0567, -0.0818, -0.0818, -0.0588, -0.0495, 0.0468, 0.041, 0.0368, 0.0555, 0.0962, 0.083, 0.1021, 0.1384, 0.1217, 0.097, 0.1643, 0.1254, 0.1551, 0.1713, 0.1537, 0.1506, 0.2014, 0.2107, 0.2226, 0.2964, 0.36, 0.3209, 0.4214, 0.4412, 0.334, 0.4097, 0.4238, 0.3367, 0.316, 0.3005, 0.346, 0.3932, 0.3604, 0.3604, 0.4995, 0.4819, 0.5426, 0.5382, 0.6195, 0.6032, 0.5915, 0.5243, 0.3092, 0.3873, 0.3755, 0.3336, 0.4867, 0.4756, 0.5802, 0.5388, 0.5326, 0.6381, 0.6381, 0.6368, 0.4364, 0.4364, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2046825896653521214", "ticker_idx": 0, "ts": "2026-04-22T05:38:16+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The real super cycle has not started yet", "tweet_type": "prediction", "timeline": "quarters", "summary": "Bullish MU/AMD/TSM/DRAM: consumer recovery will stack on top of ongoing AI demand, real super cycle not yet begun.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "$MU $AMD $TSM $DRAM\n\nThese stocks ran this far on AI alone. \n\nRight now these companies don't need consumer recovery but when it returns, it lands on top of a structural AI deficit. First engine still running. Second engine igniting.\n\nThe real super cycle has not started yet.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.07815706335615102, "ret_signed_m1d": -0.07815706335615102, "alpha_spy_m1d": -0.06813187347268079, "alpha_c_m1d": -0.052634375494925556, "bench_spy_m1d": -0.010025189883470231, "bench_c_m1d": -0.025522687861225468, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.011815889135578406, "ret_signed_p1d": -0.011815889135578406, "alpha_spy_p1d": -0.007935148267180003, "alpha_c_p1d": -0.02234379147522958, "bench_spy_p1d": -0.0038807408683984024, "bench_c_p1d": 0.010527902339651174, "ret_p1w": 0.0635513462872983, "ret_signed_p1w": 0.0635513462872983, "alpha_spy_p1w": 0.06303114942470667, "alpha_c_p1w": 0.0158404207149776, "bench_spy_p1w": 0.0005201968625916376, "bench_c_p1w": 0.047710925572320706, "ret_p1m": 0.5633461032462956, "ret_signed_p1m": 0.5633461032462956, "alpha_spy_p1m": 0.5190414372112186, "alpha_c_p1m": 0.3723975033793536, "bench_spy_p1m": 0.04430466603507699, "bench_c_p1m": 0.19094859986694201, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.1805, -0.2022, -0.1588, -0.1075, -0.1064, -0.1493, -0.1023, -0.1399, -0.222, -0.2149, -0.1907, -0.2136, -0.2346, -0.1586, -0.1512, -0.1559, -0.1559, -0.1802, -0.1368, -0.1442, -0.122, -0.1368, -0.1429, -0.1203, -0.1479, -0.1544, -0.1538, -0.2215, -0.1782, -0.1858, -0.2407, -0.2017, -0.1734, -0.1415, -0.1688, -0.1262, -0.0941, -0.0533, -0.0532, -0.089, -0.1328, -0.1709, -0.189, -0.2165, -0.2711, -0.2675, -0.3399, -0.307, -0.2454, -0.2487, -0.2487, -0.2251, -0.2254, -0.1656, -0.1353, -0.1372, -0.125, -0.0448, -0.0641, -0.0621, -0.0665, -0.0801, -0.0782, 0.0, -0.0118, 0.019, 0.0761, 0.0345, 0.0636, 0.0609, 0.1123, 0.1825, 0.3133, 0.3674, 0.3265, 0.532, 0.6315, 0.5725, 0.6485, 0.5919, 0.4865, 0.3981, 0.4334, 0.5016, 0.5633, 0.5406, 0.5406, 0.8378, 0.9045, 0.8945, 0.9919, 1.1242, 1.1829, 1.2146, 1.0432, 0.7724, 0.9473, 0.9199, 0.8296, 1.0429, 1.0136, 1.2319, 1.094, 1.14, 1.3262, 1.3262, 1.485, 1.1576, 1.1576, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2046825896653521214", "ticker_idx": 1, "ts": "2026-04-22T05:38:16+00:00", "symbol": "AMD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The real super cycle has not started yet", "tweet_type": "prediction", "timeline": "quarters", "summary": "Bullish MU/AMD/TSM/DRAM: consumer recovery will stack on top of ongoing AI demand, real super cycle not yet begun.", "resolved_tickers": ["AMD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "$MU $AMD $TSM $DRAM\n\nThese stocks ran this far on AI alone. \n\nRight now these companies don't need consumer recovery but when it returns, it lands on top of a structural AI deficit. First engine still running. Second engine igniting.\n\nThe real super cycle has not started yet.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.06251236325995646, "ret_signed_m1d": -0.06251236325995646, "alpha_spy_m1d": -0.05248717337648623, "alpha_c_m1d": -0.03698967539873099, "bench_spy_m1d": -0.010025189883470231, "bench_c_m1d": -0.025522687861225468, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.006162245995661397, "ret_signed_p1d": 0.006162245995661397, "alpha_spy_p1d": 0.0100429868640598, "alpha_c_p1d": -0.004365656343989777, "bench_spy_p1d": -0.0038807408683984024, "bench_c_p1d": 0.010527902339651174, "ret_p1w": 0.11088774416401326, "ret_signed_p1w": 0.11088774416401326, "alpha_spy_p1w": 0.11036754730142162, "alpha_c_p1w": 0.06317681859169255, "bench_spy_p1w": 0.0005201968625916376, "bench_c_p1w": 0.047710925572320706, "ret_p1m": 0.4815461971844299, "ret_signed_p1m": 0.4815461971844299, "alpha_spy_p1m": 0.43724153114935294, "alpha_c_p1m": 0.2905975973174879, "bench_spy_p1m": 0.04430466603507699, "bench_c_p1m": 0.19094859986694201, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.1443, -0.1719, -0.1695, -0.1671, -0.169, -0.2199, -0.1885, -0.2022, -0.3403, -0.3656, -0.3131, -0.2882, -0.2962, -0.2962, -0.3214, -0.3168, -0.3168, -0.3308, -0.3405, -0.3298, -0.3404, -0.3521, -0.2953, -0.3051, -0.3288, -0.3402, -0.3455, -0.3708, -0.3341, -0.3427, -0.3659, -0.3321, -0.3303, -0.325, -0.3484, -0.3627, -0.3522, -0.3531, -0.3427, -0.3236, -0.3366, -0.3321, -0.3232, -0.2741, -0.3285, -0.3344, -0.354, -0.3296, -0.3073, -0.2833, -0.2833, -0.2744, -0.27, -0.2361, -0.2202, -0.1925, -0.1866, -0.1595, -0.1494, -0.083, -0.0826, -0.0939, -0.0625, 0.0, 0.0062, 0.1461, 0.1027, 0.0651, 0.1109, 0.1682, 0.1881, 0.1255, 0.1707, 0.3886, 0.346, 0.5, 0.5119, 0.4773, 0.4681, 0.4819, 0.3975, 0.3873, 0.3644, 0.4749, 0.4815, 0.5406, 0.5406, 0.6605, 0.633, 0.7073, 0.7007, 0.681, 0.7186, 0.7878, 0.7241, 0.5369, 0.6158, 0.567, 0.4908, 0.6096, 0.6858, 0.8034, 0.6717, 0.6888, 0.7708, 0.7708, 0.8178, 0.7131, 0.7131, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2046825896653521214", "ticker_idx": 2, "ts": "2026-04-22T05:38:16+00:00", "symbol": "TSM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The real super cycle has not started yet", "tweet_type": "prediction", "timeline": "quarters", "summary": "Bullish MU/AMD/TSM/DRAM: consumer recovery will stack on top of ongoing AI demand, real super cycle not yet begun.", "resolved_tickers": ["TSM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "$MU $AMD $TSM $DRAM\n\nThese stocks ran this far on AI alone. \n\nRight now these companies don't need consumer recovery but when it returns, it lands on top of a structural AI deficit. First engine still running. Second engine igniting.\n\nThe real super cycle has not started yet.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.04996908251494636, "ret_signed_m1d": -0.04996908251494636, "alpha_spy_m1d": -0.03994389263147613, "alpha_c_m1d": -0.024446394653720893, "bench_spy_m1d": -0.010025189883470231, "bench_c_m1d": -0.025522687861225468, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.012337387134599642, "ret_signed_p1d": -0.012337387134599642, "alpha_spy_p1d": -0.00845664626620124, "alpha_c_p1d": -0.022865289474250816, "bench_spy_p1d": -0.0038807408683984024, "bench_c_p1d": 0.010527902339651174, "ret_p1w": 0.016492851871139358, "ret_signed_p1w": 0.016492851871139358, "alpha_spy_p1w": 0.01597265500854772, "alpha_c_p1w": -0.031218073701181348, "bench_spy_p1w": 0.0005201968625916376, "bench_c_p1w": 0.047710925572320706, "ret_p1m": 0.05087236889517843, "ret_signed_p1m": 0.05087236889517843, "alpha_spy_p1m": 0.006567702860101443, "alpha_c_p1m": -0.14007623097176358, "bench_spy_p1m": 0.04430466603507699, "bench_c_p1m": 0.19094859986694201, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.1381, -0.1437, -0.1292, -0.119, -0.1261, -0.1492, -0.1214, -0.1358, -0.1616, -0.1488, -0.1021, -0.0852, -0.0685, -0.0372, -0.0526, -0.0571, -0.0571, -0.0626, -0.0676, -0.0724, -0.0463, -0.0476, -0.0072, -0.0021, -0.0302, -0.0359, -0.05, -0.0911, -0.08, -0.0892, -0.1278, -0.1025, -0.1067, -0.0874, -0.1334, -0.1293, -0.1243, -0.107, -0.1236, -0.1256, -0.1502, -0.1264, -0.1141, -0.1024, -0.1583, -0.1567, -0.1831, -0.1277, -0.1186, -0.1249, -0.1249, -0.1179, -0.1087, -0.0556, -0.0567, -0.0435, -0.0461, -0.0195, -0.0319, -0.0622, -0.0437, -0.0547, -0.05, 0.0, -0.0123, 0.0388, 0.0453, 0.0126, 0.0165, 0.0222, 0.0264, 0.0366, 0.018, 0.0827, 0.0689, 0.0626, 0.0441, 0.0254, 0.0319, 0.0782, 0.0436, 0.022, 0.0133, 0.0366, 0.0509, 0.0441, 0.0441, 0.0642, 0.0911, 0.0966, 0.08, 0.1244, 0.1529, 0.1271, 0.1484, 0.0716, 0.1016, 0.1045, 0.055, 0.0893, 0.0967, 0.1419, 0.1017, 0.118, 0.1955, 0.1955, 0.2099, 0.129, 0.129, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2046825896653521214", "ticker_idx": 3, "ts": "2026-04-22T05:38:16+00:00", "symbol": "DRAM", "kind": "sector", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "These stocks ran this far on AI alone. when it returns, it lands on top of a structural AI deficit. First engine still running. Second engine igniting.", "tweet_type": "prediction", "timeline": "quarters", "summary": "Bullish MU/AMD/TSM/DRAM: consumer recovery will stack on top of ongoing AI demand, real super cycle not yet begun.", "resolved_tickers": ["MU", "000660.KS", "005930.KS"], "resolution_method": "basket", "resolution_reason": "DRAM sector basket: Micron, SK Hynix, Samsung", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "$MU $AMD $TSM $DRAM\n\nThese stocks ran this far on AI alone. \n\nRight now these companies don't need consumer recovery but when it returns, it lands on top of a structural AI deficit. First engine still running. Second engine igniting.\n\nThe real super cycle has not started yet.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.02348093854105156, "ret_signed_m1d": -0.02348093854105156, "alpha_spy_m1d": -0.01345574865758133, "alpha_c_m1d": 0.002041749320173907, "bench_spy_m1d": -0.010025189883470231, "bench_c_m1d": -0.025522687861225468, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.00733447030937177, "ret_signed_p1d": 0.00733447030937177, "alpha_spy_p1d": 0.011215211177770173, "alpha_c_p1d": -0.0031934320302794044, "bench_spy_p1d": -0.0038807408683984024, "bench_c_p1d": 0.010527902339651174, "ret_p1w": 0.0532893918358596, "ret_signed_p1w": 0.0532893918358596, "alpha_spy_p1w": 0.052769194973267965, "alpha_c_p1w": 0.005578466263538896, "bench_spy_p1w": 0.0005201968625916376, "bench_c_p1w": 0.047710925572320706, "ret_p1m": 0.5088736324846892, "ret_signed_p1m": 0.5088736324846892, "alpha_spy_p1m": 0.4645689664496122, "alpha_c_p1m": 0.3179250326177472, "bench_spy_p1m": 0.04430466603507699, "bench_c_p1m": 0.19094859986694201, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.2856, -0.3012, -0.258, -0.2253, -0.2221, -0.2237, -0.2449, -0.2104, -0.2372, -0.2656, -0.2594, -0.2421, -0.253, -0.2289, -0.2023, -0.2021, -0.2021, -0.2102, -0.1957, -0.1809, -0.1584, -0.1584, -0.135, -0.1186, -0.083, -0.0978, -0.0976, -0.1862, -0.2313, -0.1791, -0.2072, -0.2407, -0.1814, -0.1629, -0.1821, -0.1801, -0.144, -0.1235, -0.0777, -0.1136, -0.1315, -0.1844, -0.1708, -0.1786, -0.2273, -0.2261, -0.2718, -0.2928, -0.2133, -0.2499, -0.2254, -0.2043, -0.191, -0.1177, -0.1271, -0.1168, -0.1168, -0.0645, -0.055, -0.0392, -0.0504, -0.0468, -0.0235, 0.0, 0.0073, 0.0091, 0.0549, 0.0394, 0.0533, 0.0421, 0.0592, 0.1449, 0.1885, 0.2998, 0.3091, 0.3817, 0.4938, 0.4519, 0.5233, 0.5212, 0.4058, 0.3982, 0.3756, 0.3991, 0.5089, 0.4908, 0.4908, 0.6301, 0.7167, 0.7145, 0.7858, 0.8871, 0.9234, 0.934, 0.8462, 0.6593, 0.6229, 0.7372, 0.6317, 0.7119, 0.7516, 0.8841, 0.873, 0.9316, 1.0629, 1.0714, 1.1658, 0.8908, 0.9443, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2047692532445065412", "ticker_idx": 0, "ts": "2026-04-24T15:01:58+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Inevitable", "tweet_type": "prediction", "timeline": "months", "summary": "Endorses MU reaching $1T market cap within 12 months.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@embgaspbaud Inevitable", "reply_text": null, "parent_text": "@TradexWhisperer There is no way Micron is not a 1T company before 12 months…", "quoted_text": null, "parent_author": "embgaspbaud", "ret_m1d": -0.030198099458723426, "ret_signed_m1d": -0.030198099458723426, "alpha_spy_m1d": -0.02250838023371393, "alpha_c_m1d": 0.018356509615103822, "bench_spy_m1d": -0.007689719225009495, "bench_c_m1d": -0.04855460907382725, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.056047665222807685, "ret_signed_p1d": 0.056047665222807685, "alpha_spy_p1d": 0.05432487738524405, "alpha_c_p1d": 0.05640307292147595, "bench_spy_p1d": 0.001722787837563633, "bench_c_p1d": -0.00035540769866826416, "ret_p1w": 0.09158081140312468, "ret_signed_p1w": 0.09158081140312468, "alpha_spy_p1w": 0.08218227520709509, "alpha_c_p1w": 0.08490676340826164, "bench_spy_p1w": 0.009398536196029594, "bench_c_p1w": 0.0066740479948630416, "ret_p1m": 0.5119181795667513, "ret_signed_p1m": 0.5119181795667513, "alpha_spy_p1m": 0.4675167086316392, "alpha_c_p1m": 0.37393538881969257, "bench_spy_p1m": 0.04440147093511215, "bench_c_p1m": 0.13798279074705877, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.5119181795667513, "alpha_spy_stated": 0.4675167086316392, "alpha_c_stated": 0.37393538881969257, "price_path": [-0.1744, -0.1241, -0.123, -0.1651, -0.119, -0.1559, -0.2365, -0.2295, -0.2057, -0.2283, -0.2489, -0.1742, -0.1669, -0.1716, -0.1716, -0.1955, -0.1529, -0.1601, -0.1384, -0.1529, -0.1588, -0.1367, -0.1637, -0.1702, -0.1696, -0.2359, -0.1935, -0.201, -0.2548, -0.2165, -0.1888, -0.1574, -0.1843, -0.1425, -0.1109, -0.0709, -0.0708, -0.106, -0.149, -0.1863, -0.2041, -0.2311, -0.2847, -0.2811, -0.3522, -0.3199, -0.2594, -0.2627, -0.2627, -0.2395, -0.2399, -0.1812, -0.1514, -0.1533, -0.1412, -0.0625, -0.0815, -0.0795, -0.0839, -0.0972, -0.0953, -0.0186, -0.0302, 0.0, 0.056, 0.0152, 0.0438, 0.0411, 0.0916, 0.1605, 0.2889, 0.342, 0.3018, 0.5035, 0.6012, 0.5433, 0.6179, 0.5623, 0.4589, 0.3721, 0.4067, 0.4736, 0.5343, 0.5119, 0.5119, 0.8036, 0.8691, 0.8592, 0.9548, 1.0847, 1.1423, 1.1734, 1.0052, 0.7394, 0.9111, 0.8841, 0.7955, 1.0049, 0.9762, 1.1903, 1.055, 1.1002, 1.283, 1.283, 1.4388, 1.1174, 1.1174, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2055337703458369626", "ticker_idx": 0, "ts": "2026-05-15T17:21:09+00:00", "symbol": "MSFT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Don't underestimate the power of distribution advantage during AI Era. Every single Enterprise in the world depends on Window ecosystem.", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Bullish MSFT: shares Ackman's Pershing Square position thesis and endorses distribution advantage + enterprise AI centrality via Azure/M365.", "resolved_tickers": ["MSFT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "$MSFT +4% Relative Strength Today. Here's why.\n\n-Bill Ackman's hedge fund Pershing Square will disclose a new position in Microsoft (MSFT) in its quarterly 13F filing later today. Ackman described the valuation as \"highly compelling\" following the stock's recent decline.\n\n-Pershing began building the stake in February, after Microsoft's Q2 results showed slower cloud revenue growth and higher spending, which caused the shares to slump.\n\n-Microsoft sits at the center of enterprise AI adoption through its Azure cloud platform and Microsoft 365 (including the $30/month Copilot AI assistant).\n\n-Ackman views concerns as overblown:\n\n-The restructuring of the OpenAI partnership is a positive pivot to a more open, multi-model approach that better serves enterprise customers.\n\n-He supports Microsoft's ~$190 billion capital spending plan for 2026 as necessary growth investment.\n\n-This fits Pershing's pattern of buying high-quality tech stocks at attractive valuations (e.g., Alphabet after ChatGPT fears, Amazon post-tariffs, Meta after heavy AI spending announcements).\n\nDon't underestimate the power of distribution advantage during AI Era. Every single Enterprise in the world depends on Window ecosystem.", "reply_text": null, "parent_text": null, "quoted_text": "$MSFT chart looks awful but its distribution advantage never expires.\n\nThe product doesn't have to be the best. It just has to be everywhere. Competitors build better tools. Microsoft builds better pipes and it reaches every single enterprise.\n\nUnexpected things can happen 👀", "parent_author": null, "ret_m1d": -0.029602782627353164, "ret_signed_m1d": -0.029602782627353164, "alpha_spy_m1d": -0.041778593397420294, "alpha_c_m1d": -0.041778593397420294, "bench_spy_m1d": 0.01217581077006713, "bench_c_m1d": 0.01217581077006713, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.00383963141857957, "ret_signed_p1d": 0.00383963141857957, "alpha_spy_p1d": 0.004543140736311346, "alpha_c_p1d": 0.004543140736311346, "bench_spy_p1d": -0.0007035093177317764, "bench_c_p1d": -0.0007035093177317764, "ret_p1w": -0.0057911963927615995, "ret_signed_p1w": -0.0057911963927615995, "alpha_spy_p1w": -0.014544249720887081, "alpha_c_p1w": -0.014544249720887081, "bench_spy_p1w": 0.008753053328125482, "bench_c_p1w": 0.008753053328125482, "ret_p1m": -0.050469660786649606, "ret_signed_p1m": -0.050469660786649606, "alpha_spy_p1m": -0.07165557318227178, "alpha_c_p1m": -0.07165557318227178, "bench_spy_p1m": 0.021185912395622175, "bench_c_p1m": 0.021185912395622175, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.050469660786649606, "alpha_spy_stated": -0.07165557318227178, "alpha_c_stated": -0.07165557318227178, "price_path": [-0.0615, -0.0551, -0.0556, -0.0585, -0.0888, -0.078, -0.0505, -0.0479, -0.0692, -0.0554, -0.0426, -0.0396, -0.0266, -0.0307, -0.0297, -0.0383, -0.0404, -0.0475, -0.0625, -0.0521, -0.0534, -0.0714, -0.078, -0.0949, -0.0922, -0.1166, -0.1206, -0.1326, -0.1544, -0.1492, -0.1227, -0.1245, -0.1149, -0.1149, -0.1162, -0.1176, -0.1128, -0.1158, -0.121, -0.089, -0.0683, -0.0254, -0.0039, 0.0021, -0.0091, 0.0053, 0.0261, -0.0146, 0.0064, 0.0069, 0.0174, 0.006, -0.0335, -0.0177, -0.0197, -0.025, -0.0189, -0.0027, -0.0161, -0.0219, -0.0335, -0.0396, -0.0296, 0.0, 0.0038, -0.0107, -0.002, -0.0046, -0.0058, -0.0058, -0.0118, -0.0198, 0.0142, 0.0694, 0.0939, 0.0482, 0.015, 0.0167, -0.0103, -0.022, -0.0418, -0.0562, -0.0728, -0.0719, -0.0505, -0.0646, -0.1, -0.0988, -0.0988, -0.1275, -0.1118, -0.1118, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2045374558941876304", "ticker_idx": 0, "ts": "2026-04-18T05:31:10+00:00", "symbol": "TSM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Elon just confirmed SpaceX and Tesla will always be major TSMC customers. Not competitors. Every Tesla on the road. Every Starship in orbit. Every Optimus robot taking a step. TSMC silicon inside.", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Bullish TSM: Musk confirmation that SpaceX/Tesla are long-term major TSMC customers across EVs, rockets, and humanoid robots.", "resolved_tickers": ["TSM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$TSM 🤝 $TSLA @SpaceX  \n\nElon just confirmed SpaceX and Tesla will always be major TSMC customers. Not competitors.\n\nEvery Tesla on the road. Every Starship in orbit. Every Optimus robot taking a step.\n\nTSMC silicon inside.", "reply_text": null, "parent_text": null, "quoted_text": "@SERobinsonJr SpaceX/Tesla will be always be major customers of TSMC and not competitors in the normal sense of the word", "parent_author": null, "ret_m1d": 0.011631755780736164, "ret_signed_m1d": 0.011631755780736164, "alpha_spy_m1d": 0.00962801371234101, "alpha_c_m1d": 0.01120065781816404, "bench_spy_m1d": 0.0020037420683951535, "bench_c_m1d": 0.0004310979625721245, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.00502400710670825, "ret_signed_p1d": 0.00502400710670825, "alpha_spy_p1d": 0.011570899955247738, "alpha_c_p1d": 0.0035152300140199877, "bench_spy_p1d": -0.006546892848539487, "bench_c_p1d": 0.0015087770926882627, "ret_p1w": 0.10577768334239135, "ret_signed_p1w": 0.10577768334239135, "alpha_spy_p1w": 0.09667670361811642, "alpha_c_p1w": 0.014605989468777558, "bench_spy_p1w": 0.009100979724274927, "bench_c_p1w": 0.09117169387361379, "ret_p1m": 0.0720019430526222, "ret_signed_p1m": 0.0720019430526222, "alpha_spy_p1m": 0.0367128738813427, "alpha_c_p1m": -0.10042678354227408, "bench_spy_p1m": 0.0352890691712795, "bench_c_p1m": 0.17242872659489628, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.0720019430526222, "alpha_spy_stated": 0.0367128738813427, "alpha_c_stated": -0.10042678354227408, "price_path": [-0.112, -0.1086, -0.0882, -0.0941, -0.0788, -0.068, -0.0755, -0.1, -0.0706, -0.0858, -0.1131, -0.0995, -0.0502, -0.0323, -0.0146, 0.0186, 0.0023, -0.0025, -0.0025, -0.0084, -0.0136, -0.0187, 0.0089, 0.0075, 0.0503, 0.0557, 0.026, 0.0199, 0.005, -0.0385, -0.0268, -0.0365, -0.0773, -0.0506, -0.055, -0.0346, -0.0832, -0.0789, -0.0736, -0.0553, -0.0728, -0.075, -0.101, -0.0759, -0.0628, -0.0505, -0.1096, -0.1079, -0.1358, -0.0772, -0.0676, -0.0743, -0.0743, -0.0668, -0.0571, -0.0009, -0.002, 0.0119, 0.0091, 0.0373, 0.0242, -0.0079, 0.0116, 0.0, 0.005, 0.0579, 0.0448, 0.0989, 0.1058, 0.0713, 0.0753, 0.0814, 0.0858, 0.0966, 0.0769, 0.1454, 0.1308, 0.1241, 0.1046, 0.0848, 0.0916, 0.1406, 0.1041, 0.0811, 0.072, 0.0966, 0.1117, 0.1045, 0.1045, 0.1258, 0.1542, 0.1601, 0.1426, 0.1895, 0.2197, 0.1924, 0.2148, 0.1336, 0.1654, 0.1684, 0.1161, 0.1524, 0.1602, 0.208, 0.1654, 0.1827, 0.2648, 0.2648, 0.2799, 0.1943, 0.1943, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2045297909495992771", "ticker_idx": 0, "ts": "2026-04-18T00:26:36+00:00", "symbol": "TSM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "TSMC All In ... Just crushed Q1 with 58% profit surge, raised 2026 revenue guidance to >30% growth on \"extremely robust\" AI demand. 3nm already 25% of revenue.", "tweet_type": "analysis", "timeline": "years", "summary": "Strongly bullish TSM: wins regardless of which AI chip company leads; Q1 beat, >30% 2026 growth guidance, capacity tight through 2027 on AI demand.", "resolved_tickers": ["TSM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$TSM to scale down old 6\" & 8\" mature-node output (Fab 2 & Fab 5) to free up space for advanced nodes & higher-value tech. While legacy capacity tightens & prices rise 5-20%, TSMC is laser-focused on what matters: AI.\n\nJust crushed Q1 with 58% profit surge, raised 2026 revenue guidance to >30% growth on \"extremely robust\" AI demand. 3nm already 25% of revenue.\n\nAI chips rely on advanced nodes: Leading AI accelerators (e.g., Nvidia’s GPUs, Google TPUs, custom ASICs from hyperscalers) are manufactured on TSMC’s most advanced processes (3nm, soon 2nm) and advanced packaging (CoWoS, etc.).\n\nThese are the areas TSMC is aggressively expanding and prioritizing, not cutting. Recent earnings show TSMC raising its 2026 revenue outlook on the back of “extremely robust” AI demand, with high-performance computing already driving a large share of revenue and capacity remaining tight through AT LEAST 2027\n\nThe Mother of All Semiconductors Has Spoken", "reply_text": null, "parent_text": null, "quoted_text": "If $NVDA wins, $TSM wins\nIf $AVGO wins, $TSM wins\nIf $MU HBM wins, $TSM wins\nIf $SNDK HBF wins, $TSM wins\nIf $AMD AI chips win, $TSM wins\nIf $QCOM silicon win, $TSM wins\nIf $AAPL silicon win, $TSM wins\nIf hyperscalers ASIC wins, $TSM wins\n\nIs that clear enough? TSMC All In", "parent_author": null, "ret_m1d": 0.011631755780736164, "ret_signed_m1d": 0.011631755780736164, "alpha_spy_m1d": 0.00962801371234101, "alpha_c_m1d": 0.01120065781816404, "bench_spy_m1d": 0.0020037420683951535, "bench_c_m1d": 0.0004310979625721245, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.00502400710670825, "ret_signed_p1d": 0.00502400710670825, "alpha_spy_p1d": 0.011570899955247738, "alpha_c_p1d": 0.0035152300140199877, "bench_spy_p1d": -0.006546892848539487, "bench_c_p1d": 0.0015087770926882627, "ret_p1w": 0.10577768334239135, "ret_signed_p1w": 0.10577768334239135, "alpha_spy_p1w": 0.09667670361811642, "alpha_c_p1w": 0.014605989468777558, "bench_spy_p1w": 0.009100979724274927, "bench_c_p1w": 0.09117169387361379, "ret_p1m": 0.0720019430526222, "ret_signed_p1m": 0.0720019430526222, "alpha_spy_p1m": 0.0367128738813427, "alpha_c_p1m": -0.10042678354227408, "bench_spy_p1m": 0.0352890691712795, "bench_c_p1m": 0.17242872659489628, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.112, -0.1086, -0.0882, -0.0941, -0.0788, -0.068, -0.0755, -0.1, -0.0706, -0.0858, -0.1131, -0.0995, -0.0502, -0.0323, -0.0146, 0.0186, 0.0023, -0.0025, -0.0025, -0.0084, -0.0136, -0.0187, 0.0089, 0.0075, 0.0503, 0.0557, 0.026, 0.0199, 0.005, -0.0385, -0.0268, -0.0365, -0.0773, -0.0506, -0.055, -0.0346, -0.0832, -0.0789, -0.0736, -0.0553, -0.0728, -0.075, -0.101, -0.0759, -0.0628, -0.0505, -0.1096, -0.1079, -0.1358, -0.0772, -0.0676, -0.0743, -0.0743, -0.0668, -0.0571, -0.0009, -0.002, 0.0119, 0.0091, 0.0373, 0.0242, -0.0079, 0.0116, 0.0, 0.005, 0.0579, 0.0448, 0.0989, 0.1058, 0.0713, 0.0753, 0.0814, 0.0858, 0.0966, 0.0769, 0.1454, 0.1308, 0.1241, 0.1046, 0.0848, 0.0916, 0.1406, 0.1041, 0.0811, 0.072, 0.0966, 0.1117, 0.1045, 0.1045, 0.1258, 0.1542, 0.1601, 0.1426, 0.1895, 0.2197, 0.1924, 0.2148, 0.1336, 0.1654, 0.1684, 0.1161, 0.1524, 0.1602, 0.208, 0.1654, 0.1827, 0.2648, 0.2648, 0.2799, 0.1943, 0.1943, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2037036552979964103", "ticker_idx": 0, "ts": "2026-03-26T05:18:55+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Dips like this don't come often", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Buy the dip in MU and SNDK; DeepSeek/TurboQuant-driven selloff seen as overblown.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "$MU $SNDK Dips like this don't come often.\n\nDeepseek was BS\nTurboQuant is another BS.\n\nAct accordingly.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.07491706048585134, "ret_signed_m1d": 0.07491706048585134, "alpha_spy_m1d": 0.05673359693682323, "alpha_c_m1d": 0.027180496966794143, "bench_spy_m1d": 0.01818346354902811, "bench_c_m1d": 0.047736563519057196, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0049513769084506, "ret_signed_p1d": 0.0049513769084506, "alpha_spy_p1d": 0.02200327106587585, "alpha_c_p1d": 0.022255222096086325, "bench_spy_p1d": -0.01705189415742525, "bench_c_p1d": -0.017303845187635725, "ret_p1w": 0.030759724747144723, "ret_signed_p1w": 0.030759724747144723, "alpha_spy_p1w": 0.014110885191523481, "alpha_c_p1w": 0.000615803161390982, "bench_spy_p1w": 0.016648839555621242, "bench_c_p1w": 0.03014392158575374, "ret_p1m": 0.39798761846569497, "ret_signed_p1m": 0.39798761846569497, "alpha_spy_p1m": 0.291258304586236, "alpha_c_p1m": 0.06819030906734014, "bench_spy_p1m": 0.10672931387945894, "bench_c_p1m": 0.32979730939835483, "ret_p3m": 1.9601414502429049, "ret_signed_p3m": 1.9601414502429049, "alpha_spy_p3m": 1.820037147414484, "alpha_c_p3m": 1.3267783744774313, "bench_spy_p3m": 0.1401043028284208, "bench_c_p3m": 0.6333630757654736, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.39798761846569497, "alpha_spy_stated": 0.291258304586236, "alpha_c_stated": 0.06819030906734014, "price_path": [-0.1719, -0.1768, -0.1971, -0.1971, -0.1126, -0.1218, -0.0338, -0.0448, -0.08, -0.0292, -0.027, -0.0488, -0.0622, -0.053, 0.0205, 0.0205, 0.0268, 0.0947, 0.1185, 0.1243, 0.0946, 0.1541, 0.2246, 0.226, 0.1672, 0.2316, 0.18, 0.0673, 0.0772, 0.1104, 0.0789, 0.05, 0.1544, 0.1646, 0.1581, 0.1581, 0.1247, 0.1842, 0.1741, 0.2046, 0.1843, 0.176, 0.2069, 0.1691, 0.1601, 0.1609, 0.0681, 0.1275, 0.117, 0.0417, 0.0953, 0.1341, 0.1779, 0.1404, 0.1988, 0.2429, 0.2989, 0.299, 0.2498, 0.1897, 0.1375, 0.1127, 0.0749, 0.0, 0.005, -0.0943, -0.0492, 0.0353, 0.0308, 0.0308, 0.0632, 0.0627, 0.1447, 0.1863, 0.1837, 0.2005, 0.3106, 0.284, 0.2868, 0.2808, 0.2621, 0.2648, 0.372, 0.3558, 0.398, 0.4763, 0.4193, 0.4592, 0.4555, 0.526, 0.6224, 0.8018, 0.8761, 0.8199, 1.1019, 1.2384, 1.1575, 1.2618, 1.184, 1.0395, 0.9182, 0.9666, 1.0601, 1.1449, 1.1136, 1.1136, 1.5214, 1.613, 1.5992, 1.7328, 1.9144, 1.9948, 2.0384, 1.8032, 1.4317, 1.6717, 1.634, 1.5101, 1.8028, 1.7627, 2.0621, 1.8729, 1.936, 2.1915, 2.1915, 2.4094, 1.9601, 1.9601, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2037036552979964103", "ticker_idx": 1, "ts": "2026-03-26T05:18:55+00:00", "symbol": "SNDK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Dips like this don't come often", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Buy the dip in MU and SNDK; DeepSeek/TurboQuant-driven selloff seen as overblown.", "resolved_tickers": ["SNDK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "original", "lang": "en", "tweet_text": "$MU $SNDK Dips like this don't come often.\n\nDeepseek was BS\nTurboQuant is another BS.\n\nAct accordingly.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.12382911046243406, "ret_signed_m1d": 0.12382911046243406, "alpha_spy_m1d": 0.10564564691340594, "alpha_c_m1d": 0.09167815034147253, "bench_spy_m1d": 0.01818346354902811, "bench_c_m1d": 0.032150960120961525, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.02098916480990276, "ret_signed_p1d": 0.02098916480990276, "alpha_spy_p1d": 0.03804105896732801, "alpha_c_p1d": 0.04046080484772974, "bench_spy_p1d": -0.01705189415742525, "bench_c_p1d": -0.019471640037826976, "ret_p1w": 0.16317132273469315, "ret_signed_p1w": 0.16317132273469315, "alpha_spy_p1w": 0.1465224831790719, "alpha_c_p1w": 0.13683161196200988, "bench_spy_p1w": 0.016648839555621242, "bench_c_p1w": 0.026339710772683267, "ret_p1m": 0.6411626116373081, "ret_signed_p1m": 0.6411626116373081, "alpha_spy_p1m": 0.5344332977578492, "alpha_c_p1m": 0.43195498324550075, "bench_spy_p1m": 0.10672931387945894, "bench_c_p1m": 0.2092076283918074, "ret_p3m": 2.255467001378318, "ret_signed_p3m": 2.255467001378318, "alpha_spy_p3m": 2.1153626985498972, "alpha_c_p3m": 1.8636961879579084, "bench_spy_p3m": 0.1401043028284208, "bench_c_p3m": 0.3917708134204094, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.6411626116373081, "alpha_spy_stated": 0.5344332977578492, "alpha_c_stated": 0.43195498324550075, "price_path": [-0.5951, -0.6017, -0.6064, -0.6064, -0.5437, -0.5456, -0.4203, -0.4138, -0.4454, -0.3743, -0.3546, -0.3537, -0.357, -0.3215, -0.3143, -0.3143, -0.2488, -0.1689, -0.1653, -0.2144, -0.2195, -0.2018, -0.1252, -0.1059, -0.0446, 0.1029, 0.1531, -0.0309, -0.0447, -0.0087, -0.0328, -0.102, -0.0063, 0.045, 0.0388, 0.0388, -0.0209, -0.0046, 0.0297, 0.0776, 0.105, 0.0586, 0.0484, 0.0808, 0.0534, 0.0264, -0.0626, -0.0068, -0.0623, -0.1257, -0.0239, 0.0261, 0.0866, 0.0259, 0.0969, 0.1666, 0.194, 0.2495, 0.2801, 0.1766, 0.1647, 0.1646, 0.1238, 0.0, 0.021, -0.0508, 0.0533, 0.1485, 0.1632, 0.1632, 0.2014, 0.1784, 0.2947, 0.4118, 0.4122, 0.5792, 0.5658, 0.4784, 0.5244, 0.5269, 0.5137, 0.4979, 0.6232, 0.5459, 0.6412, 0.7743, 0.6618, 0.7644, 0.8179, 0.9679, 1.0821, 1.3315, 1.3376, 1.2215, 1.5902, 1.5657, 1.4073, 1.3994, 1.2924, 1.3337, 1.21, 1.2934, 1.3087, 1.5569, 1.4515, 1.4515, 1.6353, 1.636, 1.7217, 1.8101, 1.9203, 1.8456, 2.0365, 1.9174, 1.5852, 1.7223, 1.7298, 1.7243, 2.1194, 2.2828, 2.4946, 2.3018, 2.2475, 2.6221, 2.6221, 2.7696, 2.2555, 2.2555, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2042400990650122494", "ticker_idx": 0, "ts": "2026-04-10T00:35:16+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "He has zero clue on what he's shorting. Palantir isn't an AI model. It's the integration fabric that makes AI deployable across an entire enterprise. Claude on Palantir isn't a threat. It's jet fuel.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish PLTR: dismisses Burry's short thesis; argues Palantir is irreplaceable AI integration fabric, not an LLM competitor.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "Michael Burry thinks Anthropic eats $PLTR's lunch.\n\nHe has zero clue on what he's shorting.\n\nPalantir isn't an AI model. It's the integration fabric that makes AI deployable across an entire enterprise.\n\nClaude on Palantir isn't a threat. It's jet fuel.\n\nLLM Agnostic", "reply_text": null, "parent_text": null, "quoted_text": "$PLTR valuation makes ZERO sense \n\nBut then why do institutions keep buying it?\nWhat do they know that you don't?\n\nI work in BIG DATA analytics and let me share the secrets of Palantir in the most basic way\n\nPalantir has monopoly on Automated Governance, serving as the ultimate https://t.co/XGLRmO7rq8", "parent_author": null, "ret_m1d": 0.018975542565182968, "ret_signed_m1d": 0.018975542565182968, "alpha_spy_m1d": 0.018313328901895076, "alpha_c_m1d": 0.018313328901895076, "bench_spy_m1d": 0.0006622136632878917, "bench_c_m1d": 0.0006622136632878917, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03365608028082079, "ret_signed_p1d": 0.03365608028082079, "alpha_spy_p1d": 0.023883633034339047, "alpha_c_p1d": 0.023883633034339047, "bench_spy_p1d": 0.009772447246481741, "bench_c_p1d": 0.009772447246481741, "ret_p1w": 0.14313604701318083, "ret_signed_p1w": 0.14313604701318083, "alpha_spy_p1w": 0.09798249548826576, "alpha_c_p1w": 0.09798249548826576, "bench_spy_p1w": 0.04515355152491507, "bench_c_p1w": 0.04515355152491507, "ret_p1m": 0.06895206933776898, "ret_signed_p1m": 0.06895206933776898, "alpha_spy_p1m": -0.019117844862647893, "alpha_c_p1m": -0.019117844862647893, "bench_spy_p1m": 0.08806991420041688, "bench_c_p1m": 0.08806991420041688, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.06895206933776898, "alpha_spy_stated": -0.019117844862647893, "alpha_c_stated": -0.019117844862647893, "price_path": [0.3975, 0.3931, 0.3827, 0.335, 0.335, 0.316, 0.291, 0.2955, 0.3244, 0.3077, 0.2939, 0.2287, 0.1859, 0.1447, 0.1538, 0.2329, 0.0896, 0.0152, 0.0612, 0.116, 0.0894, 0.0595, 0.0084, 0.0262, 0.0262, 0.0387, 0.0572, 0.0533, 0.0561, 0.0198, 0.0061, 0.0479, 0.0615, 0.0713, 0.1336, 0.1496, 0.1962, 0.1922, 0.2272, 0.2215, 0.1802, 0.1838, 0.1987, 0.1787, 0.1926, 0.211, 0.193, 0.2157, 0.1766, 0.256, 0.2087, 0.2101, 0.1523, 0.1171, 0.0741, 0.1423, 0.1439, 0.1593, 0.1593, 0.1552, 0.1719, 0.0992, 0.019, 0.0, 0.0337, 0.0597, 0.11, 0.1148, 0.1431, 0.1392, 0.1399, 0.1918, 0.1055, 0.1174, 0.1174, 0.1025, 0.0774, 0.0863, 0.125, 0.1403, 0.0613, 0.0447, 0.0702, 0.0761, 0.069, 0.062, 0.0155, 0.0443, 0.0463, 0.0553, 0.0562, 0.071, 0.0731, 0.0689, 0.0689, 0.0667, 0.0347, 0.1193, 0.2224, 0.2545, 0.1883, 0.1104, 0.1065, 0.0583, 0.0657, 0.0313, 0.0168, 0.0236, -0.0005, 0.0519, 0.0405, 0.0201, 0.0032, 0.0032, -0.0668, -0.0887, -0.0887, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2033930896345293285", "ticker_idx": 0, "ts": "2026-03-17T15:38:08+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "This is bigger than most are reporting. Two generations of HBM4 moving simultaneously. The ramp is real.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish MU: HBM4 mass production plus 48GB 16-high samples shipping simultaneously underscore a real ramp underappreciated by the market.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU This is bigger than most are reporting.\n\nMicron didn't just confirm HBM4 36GB 12-high is in mass production. They've already shipped 48GB 16-high HBM4 samples to customers.\n\nTwo generations of HBM4 moving simultaneously. The ramp is real.", "reply_text": null, "parent_text": null, "quoted_text": "$MU Here's what Micron said about HBM4 during Q1 2026 earnings call:\n\n\"Micron’s HBM4, with industry-leading speed over 11 Gbps, is on track to ramp with high yields in the second calendar quarter of 2026, consistent with our customers’ product ramp plans.\"\n\n“We have completed", "parent_author": null, "ret_m1d": -0.04308086630973251, "ret_signed_m1d": -0.04308086630973251, "alpha_spy_m1d": -0.04045722293057641, "alpha_c_m1d": -0.03562271417643936, "bench_spy_m1d": -0.0026236433791561042, "bench_c_m1d": -0.00745815213329315, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 8.669313309050963e-05, "ret_signed_p1d": 8.669313309050963e-05, "alpha_spy_p1d": 0.014040337648347667, "alpha_c_p1d": 0.008174758582560449, "bench_spy_p1d": -0.013953644515257158, "bench_c_p1d": -0.008088065449469939, "ret_p1w": -0.14329958296701462, "ret_signed_p1w": -0.14329958296701462, "alpha_spy_p1w": -0.11970636788698352, "alpha_c_p1w": -0.13752955546059475, "bench_spy_p1w": -0.023593215080031094, "bench_c_p1w": -0.005770027506419861, "ret_p1m": -0.011410958845228913, "ret_signed_p1m": -0.011410958845228913, "alpha_spy_p1m": -0.05771695641605823, "alpha_c_p1m": -0.15281388775760418, "bench_spy_p1m": 0.046305997570829316, "bench_c_p1m": 0.14140292891237527, "ret_p3m": 1.127016747777538, "ret_signed_p3m": 1.127016747777538, "alpha_spy_p3m": 1.0182110131930664, "alpha_c_p3m": 0.5649324544261685, "bench_spy_p3m": 0.10880573458447151, "bench_c_p3m": 0.5620842933513694, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.011410958845228913, "alpha_spy_stated": -0.05771695641605823, "alpha_c_stated": -0.15281388775760418, "price_path": [-0.4619, -0.4243, -0.4012, -0.4019, -0.3793, -0.3793, -0.3834, -0.3624, -0.3662, -0.3818, -0.3818, -0.3168, -0.3239, -0.2561, -0.2645, -0.2917, -0.2526, -0.2509, -0.2676, -0.278, -0.2709, -0.2143, -0.2143, -0.2094, -0.1572, -0.1389, -0.1344, -0.1572, -0.1114, -0.0572, -0.0561, -0.1014, -0.0517, -0.0915, -0.1782, -0.1707, -0.1451, -0.1694, -0.1916, -0.1112, -0.1034, -0.1084, -0.1084, -0.1341, -0.0882, -0.096, -0.0726, -0.0882, -0.0946, -0.0708, -0.0999, -0.1068, -0.1062, -0.1776, -0.132, -0.14, -0.1979, -0.1568, -0.1269, -0.0931, -0.122, -0.077, -0.0431, 0.0, 0.0001, -0.0377, -0.084, -0.1242, -0.1433, -0.1724, -0.2301, -0.2263, -0.3027, -0.2679, -0.2029, -0.2064, -0.2064, -0.1814, -0.1818, -0.1187, -0.0866, -0.0886, -0.0757, 0.009, -0.0114, -0.0092, -0.0139, -0.0283, -0.0263, 0.0563, 0.0438, 0.0763, 0.1367, 0.0927, 0.1234, 0.1206, 0.1749, 0.2491, 0.3872, 0.4444, 0.4012, 0.6182, 0.7234, 0.6611, 0.7414, 0.6815, 0.5702, 0.4768, 0.5141, 0.5861, 0.6514, 0.6273, 0.6273, 0.9413, 1.0117, 1.0011, 1.104, 1.2438, 1.3058, 1.3393, 1.1582, 0.8722, 1.057, 1.0279, 0.9326, 1.1579, 1.127, 1.3575, 1.2118, 1.2605, 1.4572, 1.4572, 1.6249, 1.279, 1.279, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2034846634983768140", "ticker_idx": 0, "ts": "2026-03-20T04:16:58+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Said it at $62. Still saying it now. Bears and cyclical traders are anchored in the past. They mistake historical patterns for intelligence and miss the revolution unfolding right in front of them.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Reiterates long MU conviction from $62; dismisses bears as missing a generational transformation in AI memory.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU Said it at $62. Still saying it now.\n\nBears and cyclical traders are anchored in the past. They mistake historical patterns for intelligence and miss the revolution unfolding right in front of them. \n\nRecycling old narratives is EASY. Recognizing transformation takes VISION. Rear-view thinking feels smart until the market proves you wrong, or you realize you traded a generational winner for small profits.", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": 0.05053203316717414, "ret_signed_m1d": 0.05053203316717414, "alpha_spy_m1d": 0.035987835703030324, "alpha_c_m1d": 0.024072545066761375, "bench_spy_m1d": 0.014544197464143815, "bench_c_m1d": 0.026459488100412765, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04386378691875292, "ret_signed_p1d": -0.04386378691875292, "alpha_spy_p1d": -0.054363778144229324, "alpha_c_p1d": -0.061070199782554124, "bench_spy_p1d": 0.010499991225476402, "bench_c_p1d": 0.0172064128638012, "ret_p1w": -0.15530854978223718, "ret_signed_p1w": -0.15530854978223718, "alpha_spy_p1w": -0.13298248206895535, "alpha_c_p1w": -0.1280434083863955, "bench_spy_p1w": -0.022326067713281827, "bench_c_p1w": -0.027265141395841686, "ret_p1m": 0.060790723610155695, "ret_signed_p1m": 0.060790723610155695, "alpha_spy_p1m": -0.031951650904249895, "alpha_c_p1m": -0.1451145714761286, "bench_spy_p1m": 0.09274237451440559, "bench_c_p1m": 0.2059052950862843, "ret_p3m": 1.4677895269398102, "ret_signed_p3m": 1.4677895269398102, "alpha_spy_p3m": 1.3253376835067485, "alpha_c_p3m": 0.8459930240002109, "bench_spy_p3m": 0.14245184343306172, "bench_c_p3m": 0.6217965029395993, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.060790723610155695, "alpha_spy_stated": -0.031951650904249895, "alpha_c_stated": -0.1451145714761286, "price_path": [-0.347, -0.3224, -0.3224, -0.3269, -0.3039, -0.308, -0.3251, -0.3251, -0.2541, -0.2619, -0.1879, -0.1971, -0.2267, -0.184, -0.1821, -0.2004, -0.2118, -0.204, -0.1422, -0.1422, -0.1369, -0.0799, -0.0599, -0.055, -0.0799, -0.0299, 0.0293, 0.0305, -0.019, 0.0352, -0.0082, -0.1029, -0.0946, -0.0667, -0.0932, -0.1174, -0.0297, -0.0211, -0.0266, -0.0266, -0.0547, -0.0046, -0.0131, 0.0125, -0.0046, -0.0116, 0.0144, -0.0174, -0.0249, -0.0242, -0.1022, -0.0523, -0.0611, -0.1244, -0.0794, -0.0468, -0.01, -0.0415, 0.0076, 0.0447, 0.0917, 0.0918, 0.0505, 0.0, -0.0439, -0.0647, -0.0965, -0.1595, -0.1553, -0.2387, -0.2008, -0.1298, -0.1336, -0.1336, -0.1064, -0.1068, -0.0378, -0.0029, -0.005, 0.0091, 0.1016, 0.0793, 0.0816, 0.0765, 0.0608, 0.0631, 0.1532, 0.1396, 0.1751, 0.2409, 0.193, 0.2265, 0.2234, 0.2827, 0.3637, 0.5145, 0.5769, 0.5297, 0.7667, 0.8814, 0.8134, 0.9011, 0.8357, 0.7143, 0.6123, 0.653, 0.7316, 0.8028, 0.7766, 0.7766, 1.1193, 1.1963, 1.1847, 1.297, 1.4496, 1.5173, 1.5539, 1.3562, 1.0439, 1.2456, 1.214, 1.1098, 1.3558, 1.3221, 1.5738, 1.4147, 1.4678, 1.6826, 1.6826, 1.8657, 1.4881, 1.4881, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2051522181495157162", "ticker_idx": 0, "ts": "2026-05-05T04:39:38+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "Still Bullish and Still Patient about next", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Remains bullish on Micron; ongoing long position.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@snpal2000 Still Bullish and Still Patient about next", "reply_text": null, "parent_text": "@TradexWhisperer Still bullish on Micron? \n\nAny other picks you recommend looking into?", "quoted_text": null, "parent_author": "snpal2000", "ret_m1d": -0.09957825489604055, "ret_signed_m1d": -0.09957825489604055, "alpha_spy_m1d": -0.0916198701547658, "alpha_c_m1d": -0.06915870636398924, "bench_spy_m1d": -0.007958384741274749, "bench_c_m1d": -0.03041954853205131, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.04122151537838992, "ret_signed_p1d": 0.04122151537838992, "alpha_spy_p1d": 0.027322115685615822, "alpha_c_p1d": -0.010568278185249858, "bench_spy_p1d": 0.013899399692774095, "bench_c_p1d": 0.051789793563639774, "ret_p1w": 0.19740706415660458, "ret_signed_p1w": 0.19740706415660458, "alpha_spy_p1w": 0.17749749027809814, "alpha_c_p1w": 0.12363485237048688, "bench_spy_p1w": 0.019909573878506448, "bench_c_p1w": 0.0737722117861177, "ret_p1m": 0.6863010398380709, "ret_signed_p1m": 0.6863010398380709, "alpha_spy_p1m": 0.6442020892068576, "alpha_c_p1m": 0.46588354297658974, "bench_spy_p1m": 0.04209895063121327, "bench_c_p1m": 0.22041749686148115, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.6863010398380709, "alpha_spy_stated": 0.6442020892068576, "alpha_c_stated": 0.46588354297658974, "price_path": [-0.4022, -0.3837, -0.4012, -0.4172, -0.3593, -0.3536, -0.3573, -0.3573, -0.3758, -0.3427, -0.3484, -0.3315, -0.3427, -0.3473, -0.3302, -0.3512, -0.3561, -0.3557, -0.4072, -0.3743, -0.3801, -0.4218, -0.3921, -0.3706, -0.3463, -0.3671, -0.3347, -0.3102, -0.2791, -0.2791, -0.3063, -0.3397, -0.3687, -0.3824, -0.4034, -0.445, -0.4423, -0.4973, -0.4723, -0.4254, -0.4279, -0.4279, -0.4099, -0.4102, -0.3647, -0.3416, -0.343, -0.3337, -0.2726, -0.2874, -0.2858, -0.2892, -0.2996, -0.2981, -0.2386, -0.2475, -0.2241, -0.1806, -0.2123, -0.1902, -0.1922, -0.1531, -0.0996, 0.0, 0.0412, 0.01, 0.1665, 0.2423, 0.1974, 0.2553, 0.2121, 0.1319, 0.0646, 0.0914, 0.1434, 0.1904, 0.1731, 0.1731, 0.3994, 0.4502, 0.4425, 0.5167, 0.6175, 0.6621, 0.6863, 0.5558, 0.3496, 0.4828, 0.4619, 0.3931, 0.5556, 0.5333, 0.6995, 0.5944, 0.6295, 0.7713, 0.7713, 0.8922, 0.6429, 0.6429, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2037416193406148999", "ticker_idx": 0, "ts": "2026-03-27T06:27:28+00:00", "symbol": "MSFT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "they are deeply integrated to most companies on earth so I think they will go up eventually", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long MSFT on distribution power and deep enterprise integration.", "resolved_tickers": ["MSFT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@MajorOcelot45 @SangheraCapital Microsoft's distribution power is something and they are deeply integrated to most companies on earth so I think they will go up eventually.", "reply_text": null, "parent_text": "@TradexWhisperer @SangheraCapital I've noticed.. OpenAI and Microsoft have been quiet lately. While Google and Anthropic have been leading the way. \n\nMicrosoft bottom soon.. wall street is punishing, a tale as old as time.", "quoted_text": null, "parent_author": "MajorOcelot45", "ret_m1d": 0.025787002267308567, "ret_signed_m1d": 0.025787002267308567, "alpha_spy_m1d": 0.008439296873636204, "alpha_c_m1d": 0.008439296873636204, "bench_spy_m1d": 0.017347705393672364, "bench_c_m1d": 0.017347705393672364, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.00613842352061944, "ret_signed_p1d": 0.00613842352061944, "alpha_spy_p1d": 0.009481814208053163, "alpha_c_p1d": 0.009481814208053163, "bench_spy_p1d": -0.0033433906874337227, "bench_c_p1d": -0.0033433906874337227, "ret_p1w": 0.046780844470211136, "ret_signed_p1w": 0.046780844470211136, "alpha_spy_p1w": 0.012495480357160194, "alpha_c_p1w": 0.012495480357160194, "bench_spy_p1w": 0.03428536411305094, "bench_c_p1w": 0.03428536411305094, "ret_p1m": 0.1907392073961116, "ret_signed_p1m": 0.1907392073961116, "alpha_spy_p1m": 0.06287094345498301, "alpha_c_p1m": 0.06287094345498301, "bench_spy_p1m": 0.1278682639411286, "bench_c_p1m": 0.1278682639411286, "ret_p3m": 0.05039641681410445, "ret_signed_p3m": 0.05039641681410445, "alpha_spy_p3m": -0.10948607957784184, "alpha_c_p3m": -0.10948607957784184, "bench_spy_p3m": 0.1598824963919463, "bench_c_p3m": 0.1598824963919463, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.1907392073961116, "alpha_spy_stated": 0.06287094345498301, "alpha_c_stated": 0.06287094345498301, "price_path": [0.3633, 0.3525, 0.3525, 0.3226, 0.3223, 0.3382, 0.352, 0.3371, 0.3403, 0.3345, 0.3162, 0.2847, 0.2771, 0.286, 0.286, 0.2711, 0.242, 0.2616, 0.303, 0.3152, 0.344, 0.3469, 0.2123, 0.2033, 0.184, 0.15, 0.1583, 0.1009, 0.1218, 0.1567, 0.1557, 0.1308, 0.1238, 0.1223, 0.1223, 0.1098, 0.1175, 0.1169, 0.1134, 0.0776, 0.0903, 0.1229, 0.126, 0.1008, 0.1171, 0.1322, 0.1357, 0.1511, 0.1463, 0.1475, 0.1373, 0.1348, 0.1264, 0.1087, 0.121, 0.1195, 0.0982, 0.0904, 0.0704, 0.0735, 0.0448, 0.04, 0.0258, 0.0, 0.0061, 0.0376, 0.0353, 0.0468, 0.0468, 0.0452, 0.0435, 0.0492, 0.0457, 0.0395, 0.0774, 0.1019, 0.1526, 0.178, 0.185, 0.1718, 0.1889, 0.2134, 0.1653, 0.1902, 0.1907, 0.2032, 0.1897, 0.143, 0.1616, 0.1593, 0.1531, 0.1603, 0.1794, 0.1636, 0.1567, 0.1429, 0.1358, 0.1476, 0.1826, 0.1872, 0.17, 0.1802, 0.1772, 0.1758, 0.1758, 0.1686, 0.1592, 0.1994, 0.2647, 0.2936, 0.2396, 0.2004, 0.2024, 0.1704, 0.1566, 0.1332, 0.1162, 0.0965, 0.0976, 0.1229, 0.1063, 0.0644, 0.0657, 0.0657, 0.0319, 0.0504, 0.0504, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2042266845580013760", "ticker_idx": 0, "ts": "2026-04-09T15:42:14+00:00", "symbol": "SNDK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Bernstein Group raised its price target to $1,250 from $1,000 while maintaining an Outperform rating", "tweet_type": "news_reaction", "timeline": "quarters", "summary": "Shares Bernstein's SNDK PT raise to $1,250 (from $1,000), Outperform maintained on stronger NAND ASPs and raised FY2027 EPS estimates.", "resolved_tickers": ["SNDK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "quote", "lang": "en", "tweet_text": "$SNDK Bernstein Group raised its price target to $1,250 from $1,000 while maintaining an Outperform rating. \n\nBernstein increased its fiscal 2027 non-GAAP earnings per share estimate to $144 in its base case and $224 in its bull case on stronger NAND average selling prices. The firm’s base-case valuation applies 11 times through-cycle earnings, defined as the average of fiscal 2026-2029 base-case EPS of $114.", "reply_text": null, "parent_text": null, "quoted_text": "$SNDK $MU Some crazy data points worth paying attention to.\n\nNAND contract prices outpacing DRAM including March. Enterprise NAND margins in some cases have surpassed HBM.\n\nAI Inference demand is reshaping the memory and the storage market in ways nobody modeled.\n\nHyperscalers", "parent_author": null, "ret_m1d": -0.08298787216827141, "ret_signed_m1d": -0.08298787216827141, "alpha_spy_m1d": -0.07725194513366973, "alpha_c_m1d": -0.08031313663363449, "bench_spy_m1d": -0.005735927034601684, "bench_c_m1d": -0.0026747355346369295, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.00023487464954263793, "ret_signed_p1d": 0.00023487464954263793, "alpha_spy_p1d": 0.0008966500761011797, "alpha_c_p1d": -0.0036363625452173753, "bench_spy_p1d": -0.0006617754265585418, "bench_c_p1d": 0.0038712371947600133, "ret_p1w": 0.07973503387262282, "ret_signed_p1w": 0.07973503387262282, "alpha_spy_p1w": 0.047745441557965895, "alpha_c_p1w": 0.009699093659639724, "bench_spy_p1w": 0.03198959231465692, "bench_c_p1w": 0.0700359402129831, "ret_p1m": 0.83465828103723, "ret_signed_p1m": 0.83465828103723, "alpha_spy_p1m": 0.7497793050296269, "alpha_c_p1m": 0.5992109058728281, "bench_spy_p1m": 0.08487897600760319, "bench_c_p1m": 0.23544737516440195, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.5429, -0.5422, -0.5446, -0.5194, -0.5143, -0.5143, -0.4679, -0.4113, -0.4088, -0.4436, -0.4471, -0.4347, -0.3804, -0.3667, -0.3233, -0.2188, -0.1833, -0.3136, -0.3234, -0.2978, -0.3149, -0.364, -0.2962, -0.2598, -0.2642, -0.2642, -0.3065, -0.2949, -0.2707, -0.2367, -0.2173, -0.2502, -0.2574, -0.2345, -0.2539, -0.273, -0.336, -0.2965, -0.3358, -0.3808, -0.3087, -0.2732, -0.2303, -0.2733, -0.2231, -0.1737, -0.1543, -0.1149, -0.0933, -0.1666, -0.1751, -0.1751, -0.204, -0.2917, -0.2768, -0.3277, -0.2539, -0.1865, -0.1761, -0.1761, -0.1491, -0.1653, -0.083, 0.0, 0.0002, 0.1185, 0.1091, 0.0471, 0.0797, 0.0815, 0.0722, 0.061, 0.1497, 0.095, 0.1624, 0.2567, 0.1771, 0.2497, 0.2876, 0.3939, 0.4748, 0.6514, 0.6557, 0.5735, 0.8347, 0.8173, 0.7051, 0.6995, 0.6237, 0.653, 0.5654, 0.6244, 0.6353, 0.8111, 0.7364, 0.7364, 0.8666, 0.8671, 0.9278, 0.9904, 1.0685, 1.0155, 1.1507, 1.0664, 0.8311, 0.9282, 0.9335, 0.9296, 1.2095, 1.3252, 1.4753, 1.3387, 1.3002, 1.5656, 1.5656, 1.67, 1.3059, 1.3059, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2035584857905205269", "ticker_idx": 0, "ts": "2026-03-22T05:10:24+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Bears are anchored in the past. One Chart. One Thesis.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish on compute-demand beneficiaries MU, NVDA, TSM, TSLA; structural AI demand dwarfs supply and bears are wrong.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "The Structural Shift of the Century\n\nLook at this chart. That tiny bar on the left is available compute supply. That 1 terawatt bar on the right is Tesla and SpaceX demand alone. Not global AI demand. Just two companies. Bears are anchored in the past. One Chart. One Thesis.\n\n$MU $NVDA $TSM $TSLA", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": 0.04587608576961788, "ret_signed_m1d": 0.04587608576961788, "alpha_spy_m1d": 0.05626697277273662, "alpha_c_m1d": 0.06279144596220554, "bench_spy_m1d": -0.010390887003118743, "bench_c_m1d": -0.01691536019258766, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.021812755900196712, "ret_signed_p1d": -0.021812755900196712, "alpha_spy_p1d": -0.018455941423019206, "alpha_c_p1d": -0.030066054927246122, "bench_spy_p1d": -0.0033568144771775055, "bench_c_p1d": 0.00825329902704941, "ret_p1w": -0.2038205167448306, "ret_signed_p1w": -0.2038205167448306, "alpha_spy_p1w": -0.168100768924211, "alpha_c_p1w": -0.13015435860051405, "bench_spy_p1w": -0.035719747820619596, "bench_c_p1w": -0.07366615814431654, "ret_p1m": 0.11183080685194713, "ret_signed_p1m": 0.11183080685194713, "alpha_spy_p1m": 0.037522725007372415, "alpha_c_p1m": -0.07546483157337813, "bench_spy_p1m": 0.07430808184457471, "bench_c_p1m": 0.18729563842532526, "ret_p3m": 1.8056544396831904, "ret_signed_p3m": 1.8056544396831904, "alpha_spy_p3m": 1.6633190446926047, "alpha_c_p3m": 1.119534167857148, "bench_spy_p3m": 0.14233539499058567, "bench_c_p3m": 0.6861202718260424, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.11183080685194713, "alpha_spy_stated": 0.037522725007372415, "alpha_c_stated": -0.07546483157337813, "price_path": [-0.2913, -0.2913, -0.296, -0.272, -0.2763, -0.2942, -0.2942, -0.2199, -0.228, -0.1507, -0.1603, -0.1912, -0.1466, -0.1446, -0.1638, -0.1756, -0.1675, -0.1029, -0.1029, -0.0973, -0.0377, -0.0167, -0.0116, -0.0377, 0.0146, 0.0765, 0.0778, 0.026, 0.0827, 0.0373, -0.0617, -0.0531, -0.0239, -0.0516, -0.0769, 0.0148, 0.0238, 0.0181, 0.0181, -0.0113, 0.0411, 0.0322, 0.0589, 0.0411, 0.0338, 0.061, 0.0277, 0.0198, 0.0206, -0.061, -0.0089, -0.0181, -0.0842, -0.0372, -0.0031, 0.0355, 0.0025, 0.0539, 0.0926, 0.1418, 0.1419, 0.0987, 0.0459, 0.0, -0.0218, -0.0551, -0.1209, -0.1166, -0.2038, -0.1641, -0.0899, -0.0939, -0.0939, -0.0654, -0.0658, 0.0063, 0.0429, 0.0406, 0.0554, 0.1521, 0.1288, 0.1313, 0.1259, 0.1095, 0.1118, 0.2061, 0.1918, 0.229, 0.2978, 0.2477, 0.2827, 0.2795, 0.3415, 0.4262, 0.5839, 0.6492, 0.5999, 0.8477, 0.9678, 0.8966, 0.9883, 0.92, 0.7929, 0.6862, 0.7288, 0.811, 0.8855, 0.8581, 0.8581, 1.2165, 1.297, 1.2849, 1.4024, 1.562, 1.6327, 1.671, 1.4642, 1.1377, 1.3487, 1.3155, 1.2066, 1.4639, 1.4286, 1.6918, 1.5255, 1.581, 1.8057, 1.8057, 1.9971, 1.6022, 1.6022, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2035584857905205269", "ticker_idx": 1, "ts": "2026-03-22T05:10:24+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU $NVDA $TSM $TSLA", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish on compute-demand beneficiaries MU, NVDA, TSM, TSLA; structural AI demand dwarfs supply and bears are wrong.", "resolved_tickers": ["NVDA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "The Structural Shift of the Century\n\nLook at this chart. That tiny bar on the left is available compute supply. That 1 terawatt bar on the right is Tesla and SpaceX demand alone. Not global AI demand. Just two companies. Bears are anchored in the past. One Chart. One Thesis.\n\n$MU $NVDA $TSM $TSLA", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": -0.016738823917839096, "ret_signed_m1d": -0.016738823917839096, "alpha_spy_m1d": -0.0063479369147203535, "alpha_c_m1d": 0.00017653627474856215, "bench_spy_m1d": -0.010390887003118743, "bench_c_m1d": -0.01691536019258766, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.00250518750288653, "ret_signed_p1d": -0.00250518750288653, "alpha_spy_p1d": 0.0008516269742909754, "alpha_c_p1d": -0.01075848652993594, "bench_spy_p1d": -0.0033568144771775055, "bench_c_p1d": 0.00825329902704941, "ret_p1w": -0.059610555238719054, "ret_signed_p1w": -0.059610555238719054, "alpha_spy_p1w": -0.023890807418099458, "alpha_c_p1w": 0.014055602905597486, "bench_spy_p1w": -0.035719747820619596, "bench_c_p1w": -0.07366615814431654, "ret_p1m": 0.13800962535431016, "ret_signed_p1m": 0.13800962535431016, "alpha_spy_p1m": 0.06370154350973545, "alpha_c_p1m": -0.0492860130710151, "bench_spy_p1m": 0.07430808184457471, "bench_c_p1m": 0.18729563842532526, "ret_p3m": 0.20095399432721117, "ret_signed_p3m": 0.20095399432721117, "alpha_spy_p3m": 0.0586185993366255, "alpha_c_p3m": -0.48516627749883123, "bench_spy_p3m": 0.14233539499058567, "bench_c_p3m": 0.6861202718260424, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.13800962535431016, "alpha_spy_stated": 0.06370154350973545, "alpha_c_stated": -0.0492860130710151, "price_path": [0.0738, 0.0738, 0.0847, 0.0716, 0.0677, 0.0618, 0.0618, 0.0752, 0.071, 0.066, 0.0766, 0.0535, 0.0524, 0.0529, 0.0578, 0.0426, 0.0649, 0.0602, 0.0602, 0.0138, 0.0437, 0.0523, 0.0684, 0.0616, 0.0733, 0.0904, 0.096, 0.0881, 0.0567, 0.0267, -0.0083, -0.0215, 0.0556, 0.0819, 0.0734, 0.082, 0.0643, 0.0408, 0.0408, 0.0531, 0.0702, 0.0697, 0.0807, 0.0905, 0.0979, 0.1134, 0.0526, 0.0088, 0.0389, 0.0251, 0.0421, 0.0438, 0.0124, 0.0399, 0.0519, 0.0592, 0.0427, 0.0262, 0.0432, 0.0358, 0.0271, 0.0166, -0.0167, 0.0, -0.0025, 0.0173, -0.0251, -0.0462, -0.0596, -0.0071, 0.0006, 0.01, 0.01, 0.0114, 0.014, 0.0367, 0.0471, 0.074, 0.0778, 0.1188, 0.1323, 0.1293, 0.1483, 0.1504, 0.138, 0.1529, 0.1366, 0.1858, 0.2333, 0.2137, 0.1914, 0.1362, 0.1299, 0.13, 0.1188, 0.1833, 0.2042, 0.2252, 0.2494, 0.257, 0.2858, 0.3422, 0.2829, 0.2658, 0.256, 0.2723, 0.2498, 0.226, 0.226, 0.2233, 0.2104, 0.2198, 0.2021, 0.2774, 0.2686, 0.2227, 0.2464, 0.1691, 0.1893, 0.1867, 0.1424, 0.1678, 0.1696, 0.211, 0.1823, 0.1665, 0.201, 0.201, 0.1893, 0.1402, 0.1402, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2035584857905205269", "ticker_idx": 2, "ts": "2026-03-22T05:10:24+00:00", "symbol": "TSM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU $NVDA $TSM $TSLA", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish on compute-demand beneficiaries MU, NVDA, TSM, TSLA; structural AI demand dwarfs supply and bears are wrong.", "resolved_tickers": ["TSM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "The Structural Shift of the Century\n\nLook at this chart. That tiny bar on the left is available compute supply. That 1 terawatt bar on the right is Tesla and SpaceX demand alone. Not global AI demand. Just two companies. Bears are anchored in the past. One Chart. One Thesis.\n\n$MU $NVDA $TSM $TSLA", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": -0.027212364246147924, "ret_signed_m1d": -0.027212364246147924, "alpha_spy_m1d": -0.01682147724302918, "alpha_c_m1d": -0.010297004053560266, "bench_spy_m1d": -0.010390887003118743, "bench_c_m1d": -0.01691536019258766, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.014182217792005236, "ret_signed_p1d": 0.014182217792005236, "alpha_spy_p1d": 0.01753903226918274, "alpha_c_p1d": 0.005928918764955826, "bench_spy_p1d": -0.0033568144771775055, "bench_c_p1d": 0.00825329902704941, "ret_p1w": -0.0648545576591053, "ret_signed_p1w": -0.0648545576591053, "alpha_spy_p1w": -0.02913480983848571, "alpha_c_p1w": 0.008811600485211235, "bench_spy_p1w": -0.035719747820619596, "bench_c_p1w": -0.07366615814431654, "ret_p1m": 0.08754603382247184, "ret_signed_p1m": 0.08754603382247184, "alpha_spy_p1m": 0.013237951977897122, "alpha_c_p1m": -0.09974960460285343, "bench_spy_p1m": 0.07430808184457471, "bench_c_p1m": 0.18729563842532526, "ret_p3m": 0.3685985680766428, "ret_signed_p3m": 0.3685985680766428, "alpha_spy_p3m": 0.22626317308605715, "alpha_c_p3m": -0.3175217037493996, "bench_spy_p3m": 0.14233539499058567, "bench_c_p3m": 0.6861202718260424, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.08754603382247184, "alpha_spy_stated": 0.013237951977897122, "alpha_c_stated": -0.09974960460285343, "price_path": [-0.1196, -0.1196, -0.1077, -0.1134, -0.1173, -0.1046, -0.1046, -0.0583, -0.0505, -0.0353, -0.0611, -0.063, -0.0465, -0.0225, -0.0241, -0.0362, 0.0066, 0.0088, 0.0088, -0.0361, -0.0391, -0.0355, -0.0134, -0.0197, -0.0031, 0.0085, 0.0004, -0.0261, 0.0058, -0.0108, -0.0403, -0.0256, 0.0278, 0.0472, 0.0663, 0.1022, 0.0845, 0.0794, 0.0794, 0.0731, 0.0673, 0.0618, 0.0917, 0.0903, 0.1366, 0.1424, 0.1102, 0.1036, 0.0875, 0.0404, 0.0531, 0.0426, -0.0015, 0.0274, 0.0226, 0.0447, -0.0079, -0.0032, 0.0024, 0.0222, 0.0033, 0.001, -0.0272, 0.0, 0.0142, 0.0275, -0.0365, -0.0346, -0.0649, -0.0015, 0.009, 0.0017, 0.0017, 0.0098, 0.0203, 0.0811, 0.0799, 0.095, 0.0919, 0.1224, 0.1083, 0.0736, 0.0947, 0.0821, 0.0875, 0.1447, 0.1306, 0.1891, 0.1966, 0.1592, 0.1636, 0.1702, 0.175, 0.1866, 0.1653, 0.2395, 0.2237, 0.2164, 0.1953, 0.1738, 0.1813, 0.2342, 0.1947, 0.1699, 0.16, 0.1866, 0.203, 0.1952, 0.1952, 0.2183, 0.249, 0.2553, 0.2364, 0.2871, 0.3198, 0.2903, 0.3146, 0.2267, 0.261, 0.2644, 0.2077, 0.247, 0.2555, 0.3072, 0.2611, 0.2798, 0.3686, 0.3686, 0.385, 0.2924, 0.2924, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2035584857905205269", "ticker_idx": 3, "ts": "2026-03-22T05:10:24+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU $NVDA $TSM $TSLA", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish on compute-demand beneficiaries MU, NVDA, TSM, TSLA; structural AI demand dwarfs supply and bears are wrong.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "quote", "lang": "en", "tweet_text": "The Structural Shift of the Century\n\nLook at this chart. That tiny bar on the left is available compute supply. That 1 terawatt bar on the right is Tesla and SpaceX demand alone. Not global AI demand. Just two companies. Bears are anchored in the past. One Chart. One Thesis.\n\n$MU $NVDA $TSM $TSLA", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": -0.03384538385679836, "ret_signed_m1d": -0.03384538385679836, "alpha_spy_m1d": -0.02345449685367962, "alpha_c_m1d": -0.010271048793387805, "bench_spy_m1d": -0.010390887003118743, "bench_c_m1d": -0.023574335063410556, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.005724019012326664, "ret_signed_p1d": 0.005724019012326664, "alpha_spy_p1d": 0.00908083348950417, "alpha_c_p1d": 0.009719730207336408, "bench_spy_p1d": -0.0033568144771775055, "bench_c_p1d": -0.0039957111950097435, "ret_p1w": -0.06713931184044353, "ret_signed_p1w": -0.06713931184044353, "alpha_spy_p1w": -0.03141956401982393, "alpha_c_p1w": -0.0266380117660594, "bench_spy_p1w": -0.035719747820619596, "bench_c_p1w": -0.04050130007438413, "ret_p1m": 0.014625199514122666, "ret_signed_p1m": 0.014625199514122666, "alpha_spy_p1m": -0.05968288233045205, "alpha_c_p1m": -0.0657416467320795, "bench_spy_p1m": 0.07430808184457471, "bench_c_p1m": 0.08036684624620216, "ret_p3m": 0.05156881663675539, "ret_signed_p3m": 0.05156881663675539, "alpha_spy_p3m": -0.09076657835383029, "alpha_c_p3m": -0.01236145175371739, "bench_spy_p3m": 0.14233539499058567, "bench_c_p3m": 0.06393026839047278, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.014625199514122666, "alpha_spy_stated": -0.05968288233045205, "alpha_c_stated": -0.0657416467320795, "price_path": [0.2745, 0.2745, 0.2477, 0.2069, 0.1932, 0.1808, 0.1808, 0.1502, 0.186, 0.1368, 0.1328, 0.1443, 0.1685, 0.1788, 0.1742, 0.1532, 0.1516, 0.1487, 0.1487, 0.1008, 0.1328, 0.1799, 0.1791, 0.1427, 0.1314, 0.1329, 0.0938, 0.1301, 0.1075, 0.1079, 0.0661, 0.043, 0.0795, 0.0958, 0.1165, 0.1245, 0.0951, 0.0961, 0.0961, 0.0782, 0.08, 0.081, 0.0813, 0.0498, 0.0749, 0.096, 0.0728, 0.0569, 0.059, 0.0304, 0.0659, 0.0649, 0.0417, 0.0468, 0.0483, 0.0708, 0.0372, 0.0272, 0.0386, 0.0484, 0.0313, -0.0014, -0.0338, 0.0, 0.0057, 0.0134, -0.0229, -0.0499, -0.0671, -0.0239, 0.0011, -0.0532, -0.0532, -0.0736, -0.0898, -0.0987, -0.0925, -0.0838, -0.0746, -0.0437, 0.0291, 0.0211, 0.0519, 0.0306, 0.0146, 0.0175, -0.0187, -0.0119, -0.0057, -0.0127, -0.0211, 0.002, 0.0262, 0.0306, 0.0224, 0.0469, 0.0812, 0.1247, 0.1684, 0.1381, 0.1691, 0.164, 0.1087, 0.0765, 0.0611, 0.0956, 0.0972, 0.1186, 0.1186, 0.1385, 0.1563, 0.1608, 0.1443, 0.092, 0.1126, 0.1125, 0.0987, 0.0267, 0.0738, 0.0416, 0.0019, 0.0481, 0.0672, 0.0796, 0.0625, 0.0408, 0.0516, 0.0516, 0.0635, 0.002, 0.002, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2034695958588793127", "ticker_idx": 0, "ts": "2026-03-19T18:18:14+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Memory is a strategic asset.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish MU: memory industry transformed by Agentic AI Inference, making memory a strategic asset.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU Are you mind blown yet?\n\nMemory industry is going through a change because of Inference Scaling but more importantly because of Agentic AI Inference.\n\nMemory is a strategic asset. https://t.co/7eu19E9x2Q", "reply_text": null, "parent_text": null, "quoted_text": "$MU Are you mind blown yet? Transformed. Forever. https://t.co/pfti29EQF6", "parent_author": null, "ret_m1d": 0.039300492601358705, "ret_signed_m1d": 0.039300492601358705, "alpha_spy_m1d": 0.03683002338053165, "alpha_c_m1d": 0.04246569050852611, "bench_spy_m1d": 0.002470469220827054, "bench_c_m1d": -0.0031651979071674052, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04810137299176742, "ret_signed_p1d": -0.04810137299176742, "alpha_spy_p1d": -0.033765676724914706, "alpha_c_p1d": -0.022323942506537797, "bench_spy_p1d": -0.014335696266852715, "bench_c_p1d": -0.025777430485229624, "ret_p1w": -0.1999009602022468, "ret_signed_p1w": -0.1999009602022468, "alpha_spy_p1w": -0.18027651616244322, "alpha_c_p1w": -0.1642481277017227, "bench_spy_p1w": -0.019624444039803568, "bench_c_p1w": -0.03565283250052409, "ret_p1m": 0.024739883090157067, "ret_signed_p1m": 0.024739883090157067, "alpha_spy_p1m": -0.05449545344513007, "alpha_c_p1m": -0.15058673465555272, "bench_spy_p1m": 0.07923533653528714, "bench_c_p1m": 0.1753266177457098, "ret_p3m": 1.2985770897555384, "ret_signed_p3m": 1.2985770897555384, "alpha_spy_p3m": 1.1582629937501192, "alpha_c_p3m": 0.7387675611034268, "bench_spy_p3m": 0.14031409600541922, "bench_c_p3m": 0.5598095286521116, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.024739883090157067, "alpha_spy_stated": -0.05449545344513007, "alpha_c_stated": -0.15058673465555272, "price_path": [-0.3777, -0.3784, -0.355, -0.355, -0.3592, -0.3374, -0.3413, -0.3576, -0.3576, -0.29, -0.2974, -0.227, -0.2357, -0.2639, -0.2232, -0.2215, -0.2389, -0.2497, -0.2423, -0.1835, -0.1835, -0.1784, -0.1242, -0.1051, -0.1004, -0.1242, -0.0766, -0.0202, -0.0191, -0.0662, -0.0146, -0.0559, -0.146, -0.1382, -0.1116, -0.1368, -0.1599, -0.0764, -0.0682, -0.0734, -0.0734, -0.1001, -0.0525, -0.0606, -0.0362, -0.0524, -0.0591, -0.0344, -0.0646, -0.0718, -0.0711, -0.1454, -0.0979, -0.1063, -0.1665, -0.1237, -0.0926, -0.0576, -0.0876, -0.0408, -0.0056, 0.0392, 0.0393, 0.0, -0.0481, -0.0899, -0.1097, -0.14, -0.1999, -0.1959, -0.2754, -0.2392, -0.1717, -0.1753, -0.1753, -0.1493, -0.1498, -0.0841, -0.0508, -0.0529, -0.0395, 0.0486, 0.0274, 0.0296, 0.0247, 0.0098, 0.0119, 0.0977, 0.0848, 0.1185, 0.1812, 0.1356, 0.1675, 0.1646, 0.221, 0.2981, 0.4416, 0.501, 0.4561, 0.6817, 0.7909, 0.7262, 0.8096, 0.7474, 0.6318, 0.5347, 0.5734, 0.6483, 0.7161, 0.6911, 0.6911, 1.0174, 1.0906, 1.0796, 1.1865, 1.3318, 1.3962, 1.431, 1.2428, 0.9456, 1.1376, 1.1075, 1.0084, 1.2425, 1.2104, 1.45, 1.2986, 1.3491, 1.5536, 1.5536, 1.7278, 1.3684, 1.3684, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2043064511352181094", "ticker_idx": 0, "ts": "2026-04-11T20:31:52+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The model consuming the most HBM is also winning the AI race. That is not a coincidence. That is a demand signal.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "HBM demand tied to AI leadership is a bullish signal for MU and DRAM broadly.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU $DRAM The model consuming the most HBM is also winning the AI race. That is not a coincidence. That is a demand signal. https://t.co/g91vrUOIV9", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/vvfWqzLz22", "parent_author": null, "ret_m1d": -0.01399568936344775, "ret_signed_m1d": -0.01399568936344775, "alpha_spy_m1d": -0.004317818598475021, "alpha_c_m1d": 0.0005755009384411647, "bench_spy_m1d": -0.00967787076497273, "bench_c_m1d": -0.014571190301888914, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.09166355571854745, "ret_signed_p1d": 0.09166355571854745, "alpha_spy_p1d": 0.07947867850870671, "alpha_c_p1d": 0.07213000644791245, "bench_spy_p1d": 0.012184877209840739, "bench_c_p1d": 0.019533549270634998, "ret_p1w": 0.05124722429261053, "ret_signed_p1w": 0.05124722429261053, "alpha_spy_p1w": 0.01827833698374981, "alpha_c_p1w": 0.004736656133828898, "bench_spy_p1w": 0.03296888730886072, "bench_c_p1w": 0.04651056815878163, "ret_p1m": 0.797121205638941, "ret_signed_p1m": 0.797121205638941, "alpha_spy_p1m": 0.72121391305874, "alpha_c_p1m": 0.5311627885412773, "bench_spy_p1m": 0.0759072925802009, "bench_c_p1m": 0.26595841709766366, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.797121205638941, "alpha_spy_stated": 0.72121391305874, "alpha_c_stated": 0.5311627885412773, "price_path": [-0.2188, -0.2112, -0.1499, -0.1499, -0.1447, -0.0882, -0.0683, -0.0635, -0.0882, -0.0387, 0.02, 0.0212, -0.0278, 0.0259, -0.0171, -0.1109, -0.1028, -0.0751, -0.1013, -0.1253, -0.0384, -0.0299, -0.0353, -0.0353, -0.0632, -0.0136, -0.022, 0.0034, -0.0135, -0.0205, 0.0053, -0.0262, -0.0337, -0.033, -0.1103, -0.0609, -0.0696, -0.1323, -0.0877, -0.0554, -0.0189, -0.0501, -0.0014, 0.0353, 0.0819, 0.082, 0.0411, -0.009, -0.0525, -0.0731, -0.1046, -0.167, -0.1629, -0.2456, -0.208, -0.1376, -0.1414, -0.1414, -0.1144, -0.1148, -0.0465, -0.0118, -0.014, 0.0, 0.0917, 0.0696, 0.0719, 0.0668, 0.0512, 0.0535, 0.1428, 0.1293, 0.1645, 0.2297, 0.1822, 0.2154, 0.2124, 0.2711, 0.3514, 0.5008, 0.5627, 0.5159, 0.7508, 0.8645, 0.7971, 0.884, 0.8192, 0.6988, 0.5978, 0.6381, 0.716, 0.7866, 0.7606, 0.7606, 1.1002, 1.1765, 1.165, 1.2764, 1.4276, 1.4946, 1.5309, 1.335, 1.0255, 1.2254, 1.194, 1.0909, 1.3347, 1.3012, 1.5506, 1.393, 1.4456, 1.6585, 1.6585, 1.8399, 1.4657, 1.4657, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2043064511352181094", "ticker_idx": 1, "ts": "2026-04-11T20:31:52+00:00", "symbol": "DRAM", "kind": "sector", "geography": null, "sub_sector": "HBM", "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The model consuming the most HBM is also winning the AI race. That is not a coincidence. That is a demand signal.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "HBM demand tied to AI leadership is a bullish signal for MU and DRAM broadly.", "resolved_tickers": ["MU", "000660.KS", "005930.KS"], "resolution_method": "basket", "resolution_reason": "HBM sub-sector of DRAM: Micron, SK Hynix, Samsung", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU $DRAM The model consuming the most HBM is also winning the AI race. That is not a coincidence. That is a demand signal. https://t.co/g91vrUOIV9", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/vvfWqzLz22", "parent_author": null, "ret_m1d": -0.0005400179830016283, "ret_signed_m1d": -0.0005400179830016283, "alpha_spy_m1d": 0.0091378527819711, "alpha_c_m1d": 0.014031172318887286, "bench_spy_m1d": -0.00967787076497273, "bench_c_m1d": -0.014571190301888914, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.059867898143609675, "ret_signed_p1d": 0.059867898143609675, "alpha_spy_p1d": 0.04768302093376894, "alpha_c_p1d": 0.04033434887297468, "bench_spy_p1d": 0.012184877209840739, "bench_c_p1d": 0.019533549270634998, "ret_p1w": 0.07985506415001391, "ret_signed_p1w": 0.07985506415001391, "alpha_spy_p1w": 0.04688617684115319, "alpha_c_p1w": 0.03334449599123228, "bench_spy_p1w": 0.03296888730886072, "bench_c_p1w": 0.04651056815878163, "ret_p1m": 0.6498680072069773, "ret_signed_p1m": 0.6498680072069773, "alpha_spy_p1m": 0.5739607146267764, "alpha_c_p1m": 0.3839095901093137, "bench_spy_p1m": 0.0759072925802009, "bench_c_p1m": 0.26595841709766366, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.6498680072069773, "alpha_spy_stated": 0.5739607146267764, "alpha_c_stated": 0.3839095901093137, "price_path": [-0.27, -0.2593, -0.2284, -0.2251, -0.2369, -0.2119, -0.1959, -0.1907, -0.2089, -0.1597, -0.1222, -0.1182, -0.1195, -0.1436, -0.105, -0.1359, -0.1679, -0.1608, -0.1413, -0.1538, -0.1266, -0.097, -0.097, -0.097, -0.1063, -0.0898, -0.0735, -0.0473, -0.0475, -0.021, -0.0024, 0.0376, 0.0205, 0.0207, -0.0796, -0.1299, -0.0712, -0.1031, -0.1408, -0.0735, -0.0524, -0.0743, -0.0718, -0.0304, -0.0076, 0.0442, 0.0035, -0.0169, -0.0768, -0.0611, -0.0698, -0.1252, -0.1239, -0.1764, -0.2001, -0.1105, -0.1519, -0.1242, -0.1006, -0.0855, -0.002, -0.0124, -0.0005, 0.0, 0.0599, 0.0705, 0.0882, 0.0754, 0.0799, 0.1067, 0.1336, 0.1414, 0.1438, 0.1963, 0.1789, 0.1944, 0.182, 0.2016, 0.2998, 0.3496, 0.4752, 0.4857, 0.5692, 0.6975, 0.6499, 0.7323, 0.7287, 0.5979, 0.5883, 0.5622, 0.589, 0.714, 0.6941, 0.6941, 0.8536, 0.9535, 0.9521, 1.0324, 1.1455, 1.1859, 1.198, 1.0979, 0.8844, 0.8445, 0.9754, 0.8551, 0.9476, 0.9911, 1.1425, 1.1301, 1.198, 1.348, 1.3593, 1.4686, 1.155, 1.2136, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2042111920686428615", "ticker_idx": 0, "ts": "2026-04-09T05:26:37+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "This means $MU will sell more HBM3E than projected. Blackwell runs on HBM3E.", "tweet_type": "analysis", "timeline": "quarters", "summary": "Bullish MU: Blackwell share revised up to 71% of 2026 shipments means more HBM3E sales than projected for Micron.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "Blackwell just got revised to 71% on 2026 shipments. Previously 61%. Rubin got cut from 29% to 22%.\n\nThis means $MU will sell more HBM3E than projected. Blackwell runs on HBM3E.\n\nSK Hynix and Micron are both ahead of Samsung in HBM3E maturity, especially on 12-high stack HBM3E https://t.co/Es0eKYd4MG", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.03506440757484053, "ret_signed_m1d": -0.03506440757484053, "alpha_spy_m1d": -0.029328480540238844, "alpha_c_m1d": -0.017890778858828393, "bench_spy_m1d": -0.005735927034601684, "bench_c_m1d": -0.017173628716012135, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0021826609248163376, "ret_signed_p1d": -0.0021826609248163376, "alpha_spy_p1d": -0.0015208854982577957, "alpha_c_p1d": -0.017450740591787417, "bench_spy_p1d": -0.0006617754265585418, "bench_c_p1d": 0.01526807966697108, "ret_p1w": 0.08474294890544765, "ret_signed_p1w": 0.08474294890544765, "alpha_spy_p1w": 0.05275335659079072, "alpha_c_p1w": 0.027830512816764186, "bench_spy_p1w": 0.03198959231465692, "bench_c_p1w": 0.05691243608868346, "ret_p1m": 0.7717491406048635, "ret_signed_p1m": 0.7717491406048635, "alpha_spy_p1m": 0.6868701645972604, "alpha_c_p1m": 0.45516346692387954, "bench_spy_p1m": 0.08487897600760319, "bench_c_p1m": 0.316585673680984, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.1798, -0.1981, -0.2095, -0.2017, -0.1398, -0.1398, -0.1344, -0.0773, -0.0572, -0.0523, -0.0773, -0.0271, 0.0322, 0.0334, -0.0161, 0.0382, -0.0053, -0.1003, -0.092, -0.064, -0.0906, -0.1149, -0.0269, -0.0183, -0.0238, -0.0238, -0.052, -0.0017, -0.0103, 0.0154, -0.0017, -0.0087, 0.0173, -0.0145, -0.0221, -0.0214, -0.0996, -0.0496, -0.0584, -0.1219, -0.0768, -0.0441, -0.0071, -0.0387, 0.0105, 0.0477, 0.0949, 0.095, 0.0536, 0.0029, -0.0411, -0.062, -0.0939, -0.1571, -0.1529, -0.2366, -0.1985, -0.1273, -0.1311, -0.1311, -0.1038, -0.1042, -0.0351, 0.0, -0.0022, 0.012, 0.1047, 0.0824, 0.0847, 0.0796, 0.0638, 0.0661, 0.1565, 0.1428, 0.1784, 0.2445, 0.1964, 0.23, 0.2269, 0.2864, 0.3676, 0.5188, 0.5814, 0.5341, 0.7717, 0.8869, 0.8187, 0.9066, 0.841, 0.7192, 0.6169, 0.6577, 0.7366, 0.808, 0.7817, 0.7817, 1.1254, 1.2026, 1.191, 1.3036, 1.4566, 1.5245, 1.5612, 1.3629, 1.0498, 1.2521, 1.2203, 1.1159, 1.3626, 1.3288, 1.5812, 1.4217, 1.4749, 1.6903, 1.6903, 1.8739, 1.4952, 1.4952, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2032536215732498722", "ticker_idx": 0, "ts": "2026-03-13T19:16:11+00:00", "symbol": "META", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$META looks relatively cheap", "tweet_type": "analysis", "timeline": "unspecified", "summary": "META looks cheap; bullish on Smart Glasses & Meta AI synergy as upside catalysts.", "resolved_tickers": ["META"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "original", "lang": "en", "tweet_text": "$META looks relatively cheap.\n\nHow are you feeling about Smart Glasses & Meta AI synergy? https://t.co/jOUCgZn0Or", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.03987239367467965, "ret_signed_m1d": 0.03987239367467965, "alpha_spy_m1d": 0.03418003841856909, "alpha_c_m1d": 0.03270770280320878, "bench_spy_m1d": 0.0056923552561105595, "bench_c_m1d": 0.007164690871470869, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.023263844608812034, "ret_signed_p1d": 0.023263844608812034, "alpha_spy_p1d": 0.013086979598355475, "alpha_c_p1d": 0.015574837745099934, "bench_spy_p1d": 0.01017686501045656, "bench_c_p1d": 0.0076890068637121, "ret_p1w": -0.03184190285659627, "ret_signed_p1w": -0.03184190285659627, "alpha_spy_p1w": -0.013800376577919438, "alpha_c_p1w": -0.012444893066905993, "bench_spy_p1w": -0.018041526278676834, "bench_c_p1w": -0.019397009789690278, "ret_p1m": 0.03481018459478413, "ret_signed_p1m": 0.03481018459478413, "alpha_spy_p1m": -0.0039700220814133935, "alpha_c_p1m": 0.028375781419923474, "bench_spy_p1m": 0.038780206676197526, "bench_c_p1m": 0.006434403174860659, "ret_p3m": -0.06882910635720207, "ret_signed_p3m": -0.06882910635720207, "alpha_spy_p3m": -0.16715636494815034, "alpha_c_p3m": -0.04186759798993678, "bench_spy_p3m": 0.09832725859094826, "bench_c_p3m": -0.026961508367265297, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.03481018459478413, "alpha_spy_stated": -0.0039700220814133935, "alpha_c_stated": 0.028375781419923474, "price_path": [0.0708, 0.0583, 0.0827, 0.0734, 0.0779, 0.0835, 0.0877, 0.0877, 0.0808, 0.0733, 0.0851, 0.0756, 0.0756, 0.0598, 0.0735, 0.0764, 0.057, 0.0527, 0.0641, 0.046, 0.0283, 0.0029, 0.0116, 0.0107, 0.0107, -0.0156, -0.0012, 0.0553, 0.0734, 0.0956, 0.0966, 0.0897, 0.203, 0.1675, 0.151, 0.1271, 0.0901, 0.0921, 0.0778, 0.1035, 0.0929, 0.0896, 0.0588, 0.0425, 0.0425, 0.0417, 0.0481, 0.0506, 0.0684, 0.0384, 0.0417, 0.0651, 0.0706, 0.0562, 0.0649, 0.0674, 0.088, 0.0764, 0.0508, 0.0549, 0.0658, 0.0671, 0.0399, 0.0, 0.0233, 0.0155, 0.0041, -0.0106, -0.0318, -0.0149, -0.033, -0.0298, -0.1071, -0.1426, -0.1253, -0.067, -0.0554, -0.0632, -0.0632, -0.0655, -0.0622, -0.0012, 0.0248, 0.0272, 0.0348, 0.0804, 0.0952, 0.1039, 0.1229, 0.0941, 0.0908, 0.1004, 0.075, 0.1009, 0.1067, 0.0948, 0.0912, -0.0021, -0.0072, -0.0045, -0.0134, -0.0005, 0.0059, -0.0058, -0.0234, -0.0166, 0.0056, 0.0086, 0.0017, -0.0032, -0.0172, -0.0133, -0.0095, -0.0048, -0.0048, -0.0014, 0.036, 0.036, 0.0315, -0.0207, -0.0254, 0.016, 0.0235, -0.0329, -0.0453, -0.0466, -0.0688, -0.073, -0.0754, -0.0312, -0.0203, -0.0735, -0.0578, -0.0578, -0.0796, -0.0823, -0.0823, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2054026197693292982", "ticker_idx": 0, "ts": "2026-05-12T02:29:42+00:00", "symbol": "TSM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "TSMC is not a beneficiary of this trend, it is the prerequisite for it. TSMC holds the structural position regardless of which CPU architecture captures the agentic AI workload.", "tweet_type": "analysis", "timeline": "years", "summary": "Long TSMC as the structural prerequisite for 256–512-core CPU buildout; wins regardless of ARM vs AMD vs Intel; $100B+ market by 2030.", "resolved_tickers": ["TSM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "Rise of Agentic AI Could Push CPU Core Counts to 512 and only $TSM 2nm advanced node can enable it.\n\n$ARM: Arm's new AGI CPU already has 136 cores. \n\n$AMD: Upcoming Zen 6 EPYC processors expected to reach up to 256 cores\n\n$INTC: All-E-core Xeon designs have hit 288 cores, with next-gen scaling toward 512 cores. \n\n$TSM: Reaching 256 to 512 cores per socket is physically impossible without leading edge nodes. You cannot pack that many high performance cores into a thermally and spatially viable die at 5nm or older. Every single player named (ARM, AMD, Intel) converges on TSMC 3nm and soon 2nm to make extreme core counts viable. TSMC is not a beneficiary of this trend, it is the prerequisite for it.\n\nCPU Demand Surge: Agentic AI workloads consist of many independent jobs, flows, or batches that benefit from dedicated CPU cores. This could boost overall data center CPU capacity needs by more than 4x, creating a market opportunity exceeding $100 billion by 2030.\n\nThe $100B Market Creates a Structural Wafer Pull\n\nA 4x increase in data center CPU capacity does not mean 4x more sockets necessarily, but it does mean dramatically more advanced node wafer starts over the next 4 to 5 years. Even if AMD wins the lion's share of server CPU market share, TSMC manufactures AMD's chips. If ARM architecture wins, TSMC still fabs the silicon. TSMC holds the structural position regardless of which CPU architecture captures the agentic AI workload.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.018274275204086088, "ret_signed_m1d": 0.018274275204086088, "alpha_spy_m1d": 0.0167570240258601, "alpha_c_m1d": -0.008558682584054234, "bench_spy_m1d": 0.0015172511782259868, "bench_c_m1d": 0.02683295778814032, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0063430999404356925, "ret_signed_p1d": 0.0063430999404356925, "alpha_spy_p1d": 0.0007482621258245725, "alpha_c_p1d": -0.013630213151156756, "bench_spy_p1d": 0.00559483781461112, "bench_c_p1d": 0.01997331309159245, "ret_p1w": -0.011755007986044563, "ret_signed_p1w": -0.011755007986044563, "alpha_spy_p1w": -0.005726705361787765, "alpha_c_p1w": 0.019051188944634756, "bench_spy_p1w": -0.006028302624256798, "bench_c_p1w": -0.03080619693067932, "ret_p1m": 0.028871337522336615, "ret_signed_p1m": 0.028871337522336615, "alpha_spy_p1m": 0.046143529963138086, "alpha_c_p1m": 0.011659804079964697, "bench_spy_p1m": -0.01727219244080147, "bench_c_p1m": 0.017211533442371918, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.0761, -0.0804, -0.0804, -0.0858, -0.0907, -0.0954, -0.0699, -0.0712, -0.0318, -0.0268, -0.0542, -0.0598, -0.0735, -0.1136, -0.1028, -0.1118, -0.1494, -0.1247, -0.1288, -0.11, -0.1548, -0.1508, -0.146, -0.1291, -0.1453, -0.1472, -0.1713, -0.1481, -0.136, -0.1247, -0.1791, -0.1776, -0.2033, -0.1493, -0.1404, -0.1466, -0.1466, -0.1398, -0.1308, -0.079, -0.08, -0.0672, -0.0697, -0.0438, -0.0558, -0.0854, -0.0674, -0.0781, -0.0735, -0.0248, -0.0368, 0.013, 0.0194, -0.0124, -0.0087, -0.0031, 0.001, 0.0109, -0.0072, 0.0559, 0.0425, 0.0362, 0.0183, 0.0, 0.0063, 0.0514, 0.0178, -0.0033, -0.0118, 0.0109, 0.0248, 0.0182, 0.0182, 0.0379, 0.0641, 0.0694, 0.0533, 0.0965, 0.1244, 0.0992, 0.1199, 0.045, 0.0743, 0.0771, 0.0289, 0.0624, 0.0696, 0.1137, 0.0744, 0.0903, 0.1659, 0.1659, 0.1799, 0.101, 0.101, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2047649253779194192", "ticker_idx": 0, "ts": "2026-04-24T12:10:00+00:00", "symbol": "TSM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$2 Trillion Market Cap: Inevitable", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish TSM to $2T market cap as sole fabricator of expensive 3D SRAM; NVDA demand for costly memory grows every generation.", "resolved_tickers": ["TSM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$NVDA $TSM $MU $DRAM\n\nFeynman Platform is rumored to add 230MB - 500MB of 3D stacked SRAM alongside Custom HBM.\n\nSRAM runs 200x the cost of HBM per GB and $TSM fabricates it.\n\nEvery generation NVIDIA needs more of the most expensive memory on earth. https://t.co/ftFw4JhVFm", "reply_text": null, "parent_text": null, "quoted_text": "$TSM has become the de facto semiconductor index. It's now the proxy for the entire semiconductor industry.\n\n$2 Trillion Market Cap: Inevitable", "parent_author": null, "ret_m1d": -0.04919739663997791, "ret_signed_m1d": -0.04919739663997791, "alpha_spy_m1d": -0.041507677414968414, "alpha_c_m1d": -0.0006427875661506599, "bench_spy_m1d": -0.007689719225009495, "bench_c_m1d": -0.04855460907382725, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.006261535212024549, "ret_signed_p1d": 0.006261535212024549, "alpha_spy_p1d": 0.004538747374460916, "alpha_c_p1d": 0.0066169429106928135, "bench_spy_p1d": 0.001722787837563633, "bench_c_p1d": -0.00035540769866826416, "ret_p1w": -0.011901728031100123, "ret_signed_p1w": -0.011901728031100123, "alpha_spy_p1w": -0.021300264227129717, "alpha_c_p1w": -0.018575776025963164, "bench_spy_p1w": 0.009398536196029594, "bench_c_p1w": 0.0066740479948630416, "ret_p1m": 0.005118569229741299, "ret_signed_p1m": 0.005118569229741299, "alpha_spy_p1m": -0.039282901705370854, "alpha_c_p1m": -0.13286422151731747, "bench_spy_p1m": 0.04440147093511215, "bench_c_p1m": 0.13798279074705877, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.005118569229741299, "alpha_spy_stated": -0.039282901705370854, "alpha_c_stated": -0.13286422151731747, "price_path": [-0.1617, -0.1519, -0.1587, -0.181, -0.1542, -0.1681, -0.1929, -0.1805, -0.1356, -0.1194, -0.1033, -0.0731, -0.0879, -0.0923, -0.0923, -0.0976, -0.1024, -0.107, -0.0819, -0.0831, -0.0442, -0.0393, -0.0664, -0.0719, -0.0854, -0.125, -0.1144, -0.1232, -0.1603, -0.136, -0.14, -0.1215, -0.1657, -0.1618, -0.157, -0.1403, -0.1563, -0.1582, -0.1819, -0.159, -0.1471, -0.1359, -0.1897, -0.1881, -0.2136, -0.1603, -0.1515, -0.1576, -0.1576, -0.1508, -0.142, -0.0908, -0.0919, -0.0792, -0.0817, -0.0561, -0.068, -0.0972, -0.0794, -0.09, -0.0854, -0.0373, -0.0492, 0.0, 0.0063, -0.0251, -0.0214, -0.0159, -0.0119, -0.0021, -0.02, 0.0423, 0.029, 0.0229, 0.0052, -0.0129, -0.0066, 0.0379, 0.0047, -0.0162, -0.0245, -0.0021, 0.0117, 0.0051, 0.0051, 0.0245, 0.0504, 0.0557, 0.0397, 0.0824, 0.1099, 0.0851, 0.1055, 0.0316, 0.0605, 0.0633, 0.0156, 0.0487, 0.0558, 0.0993, 0.0605, 0.0763, 0.1509, 0.1509, 0.1647, 0.0868, 0.0868, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2047649253779194192", "ticker_idx": 1, "ts": "2026-04-24T12:10:00+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Every generation NVIDIA needs more of the most expensive memory on earth", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish TSM to $2T market cap as sole fabricator of expensive 3D SRAM; NVDA demand for costly memory grows every generation.", "resolved_tickers": ["NVDA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$NVDA $TSM $MU $DRAM\n\nFeynman Platform is rumored to add 230MB - 500MB of 3D stacked SRAM alongside Custom HBM.\n\nSRAM runs 200x the cost of HBM per GB and $TSM fabricates it.\n\nEvery generation NVIDIA needs more of the most expensive memory on earth. https://t.co/ftFw4JhVFm", "reply_text": null, "parent_text": null, "quoted_text": "$TSM has become the de facto semiconductor index. It's now the proxy for the entire semiconductor industry.\n\n$2 Trillion Market Cap: Inevitable", "parent_author": null, "ret_m1d": -0.04143657735515549, "ret_signed_m1d": -0.04143657735515549, "alpha_spy_m1d": -0.033746858130145996, "alpha_c_m1d": 0.007118031718671758, "bench_spy_m1d": -0.007689719225009495, "bench_c_m1d": -0.04855460907382725, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.04004417714781017, "ret_signed_p1d": 0.04004417714781017, "alpha_spy_p1d": 0.038321389310246534, "alpha_c_p1d": 0.04039958484647843, "bench_spy_p1d": 0.001722787837563633, "bench_c_p1d": -0.00035540769866826416, "ret_p1w": -0.0471503106402833, "ret_signed_p1w": -0.0471503106402833, "alpha_spy_p1w": -0.056548846836312894, "alpha_c_p1w": -0.05382435863514634, "bench_spy_p1w": 0.009398536196029594, "bench_c_p1w": 0.0066740479948630416, "ret_p1m": 0.033898339894844254, "ret_signed_p1m": 0.033898339894844254, "alpha_spy_p1m": -0.010503131040267899, "alpha_c_p1m": -0.10408445085221452, "bench_spy_p1m": 0.04440147093511215, "bench_c_p1m": 0.13798279074705877, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.033898339894844254, "alpha_spy_stated": -0.010503131040267899, "alpha_c_stated": -0.10408445085221452, "price_path": [-0.0949, -0.0805, -0.0757, -0.0823, -0.1088, -0.1342, -0.1637, -0.1748, -0.1098, -0.0876, -0.0948, -0.0875, -0.1025, -0.1223, -0.1223, -0.1119, -0.0975, -0.0979, -0.0886, -0.0803, -0.0741, -0.0611, -0.1123, -0.1493, -0.1239, -0.1355, -0.1212, -0.1197, -0.1463, -0.1231, -0.1129, -0.1068, -0.1207, -0.1345, -0.1203, -0.1265, -0.1338, -0.1427, -0.1708, -0.1567, -0.1588, -0.1421, -0.1778, -0.1957, -0.2069, -0.1626, -0.1561, -0.1483, -0.1483, -0.1471, -0.1449, -0.1258, -0.117, -0.0943, -0.091, -0.0565, -0.0451, -0.0476, -0.0316, -0.0298, -0.0403, -0.0277, -0.0414, 0.0, 0.04, 0.0235, 0.0047, -0.0418, -0.0472, -0.047, -0.0565, -0.0021, 0.0155, 0.0333, 0.0536, 0.0601, 0.0843, 0.1319, 0.0819, 0.0675, 0.0593, 0.073, 0.054, 0.0339, 0.0339, 0.0316, 0.0208, 0.0287, 0.0138, 0.0773, 0.0699, 0.0311, 0.0511, -0.0141, 0.0029, 0.0008, -0.0366, -0.0152, -0.0136, 0.0213, -0.003, -0.0162, 0.0128, 0.0128, 0.003, -0.0384, -0.0384, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2043861021895602653", "ticker_idx": 0, "ts": "2026-04-14T01:16:55+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "NAND contract prices are going crazy. AI Inference demand is insatiable. Micron is printing on both sides of the balance sheet.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish MU: NAND contract prices surging, AI inference demand insatiable, Micron strong on both revenue and margin; bears wrong to focus on Chinese DRAM noise.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU Surprise Mfs.\n\nBears built their thesis on Chinese DRAM spot price noise and ignored an entire business segment.\n\nNAND contract prices are going crazy. AI Inference demand is insatiable. Micron is printing on both sides of the balance sheet.\n\nDid you price that in? https://t.co/4RzzpJW9lE", "reply_text": null, "parent_text": null, "quoted_text": "$MU The bears tried. No PINK. No TRIM candles. The BLUE candle didn't care. $500 Incoming\n\nGet 290+ charts daily. Try it free:\nhttps://t.co/ZQDP5HCFyq https://t.co/z2RuR0yywy", "parent_author": null, "ret_m1d": -0.08396685520770475, "ret_signed_m1d": -0.08396685520770475, "alpha_spy_m1d": -0.07192866190508485, "alpha_c_m1d": -0.06480755507029468, "bench_spy_m1d": -0.012038193302619904, "bench_c_m1d": -0.019159300137410074, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.020250810895547366, "ret_signed_p1d": -0.020250810895547366, "alpha_spy_p1d": -0.028141780122591276, "alpha_c_p1d": -0.0224632002760784, "bench_spy_p1d": 0.007890969227043909, "bench_c_p1d": 0.0022123893805310324, "ret_p1w": -0.03496112754212388, "ret_signed_p1w": -0.03496112754212388, "alpha_spy_p1w": -0.048813610219581416, "alpha_c_p1w": -0.06296998520165797, "bench_spy_p1w": 0.013852482677457534, "bench_c_p1w": 0.028008857659534092, "ret_p1m": 0.7257870518463934, "ret_signed_p1m": 0.7257870518463934, "alpha_spy_p1m": 0.6568846766517031, "alpha_c_p1m": 0.459282578455561, "bench_spy_p1m": 0.06890237519469022, "bench_c_p1m": 0.2665044733908324, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.7257870518463934, "alpha_spy_stated": 0.6568846766517031, "alpha_c_stated": 0.459282578455561, "price_path": [-0.2774, -0.2213, -0.2213, -0.2165, -0.1647, -0.1466, -0.1421, -0.1648, -0.1194, -0.0656, -0.0645, -0.1094, -0.0602, -0.0996, -0.1856, -0.1781, -0.1528, -0.1768, -0.1988, -0.1192, -0.1114, -0.1163, -0.1163, -0.1418, -0.0964, -0.1041, -0.0809, -0.0964, -0.1027, -0.0791, -0.108, -0.1148, -0.1142, -0.185, -0.1397, -0.1477, -0.2051, -0.1643, -0.1347, -0.1012, -0.1299, -0.0853, -0.0516, -0.0089, -0.0089, -0.0463, -0.0922, -0.132, -0.151, -0.1798, -0.237, -0.2332, -0.3089, -0.2745, -0.21, -0.2135, -0.2135, -0.1888, -0.1892, -0.1266, -0.0948, -0.0968, -0.084, 0.0, -0.0203, -0.0181, -0.0227, -0.037, -0.035, 0.0469, 0.0345, 0.0667, 0.1265, 0.083, 0.1134, 0.1106, 0.1644, 0.2379, 0.3748, 0.4315, 0.3886, 0.6038, 0.708, 0.6462, 0.7258, 0.6665, 0.5562, 0.4636, 0.5005, 0.5719, 0.6366, 0.6128, 0.6128, 0.9239, 0.9938, 0.9832, 1.0852, 1.2237, 1.2851, 1.3184, 1.1389, 0.8555, 1.0386, 1.0098, 0.9153, 1.1386, 1.108, 1.3364, 1.1921, 1.2402, 1.4352, 1.4352, 1.6014, 1.2587, 1.2587, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2046832728176460199", "ticker_idx": 0, "ts": "2026-04-22T06:05:25+00:00", "symbol": "AMD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "AMD Blue Candle → ATH. Training was NVDA's wave. Inference is AMD's.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long AMD to ATH; EPYC+Instinct stack positioned to dominate AI inference cycle.", "resolved_tickers": ["AMD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "$AMD Blue Candle → ATH\n\nEPYC CPUs. Instinct GPUs. One stack. Cost-optimized for AI Inference. Training was NVDA's wave. Inference is AMD's.\n\nGet 300+ charts daily. Try it free:\nhttps://t.co/ZQDP5HCFyq https://t.co/XsdiTtehVS", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.06251236325995646, "ret_signed_m1d": -0.06251236325995646, "alpha_spy_m1d": -0.05248717337648623, "alpha_c_m1d": -0.03698967539873099, "bench_spy_m1d": -0.010025189883470231, "bench_c_m1d": -0.025522687861225468, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.006162245995661397, "ret_signed_p1d": 0.006162245995661397, "alpha_spy_p1d": 0.0100429868640598, "alpha_c_p1d": -0.004365656343989777, "bench_spy_p1d": -0.0038807408683984024, "bench_c_p1d": 0.010527902339651174, "ret_p1w": 0.11088774416401326, "ret_signed_p1w": 0.11088774416401326, "alpha_spy_p1w": 0.11036754730142162, "alpha_c_p1w": 0.06317681859169255, "bench_spy_p1w": 0.0005201968625916376, "bench_c_p1w": 0.047710925572320706, "ret_p1m": 0.4815461971844299, "ret_signed_p1m": 0.4815461971844299, "alpha_spy_p1m": 0.43724153114935294, "alpha_c_p1m": 0.2905975973174879, "bench_spy_p1m": 0.04430466603507699, "bench_c_p1m": 0.19094859986694201, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.4815461971844299, "alpha_spy_stated": 0.43724153114935294, "alpha_c_stated": 0.2905975973174879, "price_path": [-0.1443, -0.1719, -0.1695, -0.1671, -0.169, -0.2199, -0.1885, -0.2022, -0.3403, -0.3656, -0.3131, -0.2882, -0.2962, -0.2962, -0.3214, -0.3168, -0.3168, -0.3308, -0.3405, -0.3298, -0.3404, -0.3521, -0.2953, -0.3051, -0.3288, -0.3402, -0.3455, -0.3708, -0.3341, -0.3427, -0.3659, -0.3321, -0.3303, -0.325, -0.3484, -0.3627, -0.3522, -0.3531, -0.3427, -0.3236, -0.3366, -0.3321, -0.3232, -0.2741, -0.3285, -0.3344, -0.354, -0.3296, -0.3073, -0.2833, -0.2833, -0.2744, -0.27, -0.2361, -0.2202, -0.1925, -0.1866, -0.1595, -0.1494, -0.083, -0.0826, -0.0939, -0.0625, 0.0, 0.0062, 0.1461, 0.1027, 0.0651, 0.1109, 0.1682, 0.1881, 0.1255, 0.1707, 0.3886, 0.346, 0.5, 0.5119, 0.4773, 0.4681, 0.4819, 0.3975, 0.3873, 0.3644, 0.4749, 0.4815, 0.5406, 0.5406, 0.6605, 0.633, 0.7073, 0.7007, 0.681, 0.7186, 0.7878, 0.7241, 0.5369, 0.6158, 0.567, 0.4908, 0.6096, 0.6858, 0.8034, 0.6717, 0.6888, 0.7708, 0.7708, 0.8178, 0.7131, 0.7131, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2034136119563235744", "ticker_idx": 0, "ts": "2026-03-18T05:13:37+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU CXL. The endgame nobody is talking about. Structural Transformation.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish MU as a structural beneficiary of CXL memory architecture enabling AI data-center memory pools.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU CXL. The endgame nobody is talking about.\n\n-Right now every server has its own memory. Siloed. Capped. Expensive to scale.\n\n-CXL breaks that. It lets CPUs, GPUs, and accelerators across hundreds of servers share one giant memory pool simultaneously. Petabytes. Globally addressable. No copying.\n\n-The vision: a memory lake. Every server in a data center drinking from the same pool.\n\n-Why does AI need this? Running a large model is like reading an entire library at once. The bigger the model, the more pages the chip needs to hold in memory simultaneously. Today's architecture hits a wall fast.\n\n-CXL removes that capacity wall. More capacity than conventional DRAM. Higher bandwidth than NAND. Low latency for AI token generation.\n\nMemory transformation started with HBM but it continues down the pyramid, SOCAMM2 and now with CXL enabled modules.\n\nStructural Transformation.", "reply_text": null, "parent_text": null, "quoted_text": "$MU I worked 21 years as an HBM, DRAM & NAND engineer.\n\nAMA is open. 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{"unit_id": "orig:2032870425869561995", "ticker_idx": 0, "ts": "2026-03-14T17:24:13+00:00", "symbol": "BESI.AS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "BE Semiconductor Industries (BESI), the Dutch leader in hybrid bonding equipment (critical for HBM and advanced chip packaging in AI), is attracting takeover interest due to surging demand for its strategic technology", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "BESI attracting M&A interest from LRCX and AMAT on surging HBM packaging demand; author frames all four tickers as beneficiaries of the HBM packaging boom.", "resolved_tickers": ["BESI.AS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductor Equipment & Materials'", "bench_c_industry": "Semiconductor Equipment & Materials", "unit_kind": "original", "lang": "en", "tweet_text": "$BESI $AMAT $LRCX $MU\n\nHBM Packaging Is On 🔥 \n\nBE Semiconductor Industries (BESI), the Dutch leader in hybrid bonding equipment (critical for HBM and advanced chip packaging in AI), is attracting takeover interest due to surging demand for its strategic technology.\n\nThe company (market cap ~€14 billion / ~$16.2 billion) is working with Morgan Stanley to evaluate approaches.\n\nLam Research (U.S. chip-equipment firm) has held discussions and remains interested.\n\nApplied Materials is a potential party; 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{"unit_id": "orig:2032870425869561995", "ticker_idx": 1, "ts": "2026-03-14T17:24:13+00:00", "symbol": "LRCX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Lam Research (U.S. chip-equipment firm) has held discussions and remains interested", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "BESI attracting M&A interest from LRCX and AMAT on surging HBM packaging demand; author frames all four tickers as beneficiaries of the HBM packaging boom.", "resolved_tickers": ["LRCX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductor Equipment & Materials'", "bench_c_industry": "Semiconductor Equipment & Materials", "unit_kind": "original", "lang": "en", "tweet_text": "$BESI $AMAT $LRCX $MU\n\nHBM Packaging Is On 🔥 \n\nBE Semiconductor Industries (BESI), the Dutch leader in hybrid bonding equipment (critical for HBM and advanced chip packaging in AI), is attracting takeover interest due to surging demand for its strategic technology.\n\nThe company (market cap ~€14 billion / ~$16.2 billion) is working with Morgan Stanley to evaluate approaches.\n\nLam Research (U.S. chip-equipment firm) has held discussions and remains interested.\n\nApplied Materials is a potential party; 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{"unit_id": "orig:2032870425869561995", "ticker_idx": 2, "ts": "2026-03-14T17:24:13+00:00", "symbol": "AMAT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Applied Materials is a potential party; it already holds a ~9% stake (largest shareholder) acquired in April 2025 and is a long-term hybrid bonding partner", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "BESI attracting M&A interest from LRCX and AMAT on surging HBM packaging demand; author frames all four tickers as beneficiaries of the HBM packaging boom.", "resolved_tickers": ["AMAT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductor Equipment & Materials'", "bench_c_industry": "Semiconductor Equipment & Materials", "unit_kind": "original", "lang": "en", "tweet_text": "$BESI $AMAT $LRCX $MU\n\nHBM Packaging Is On 🔥 \n\nBE Semiconductor Industries (BESI), the Dutch leader in hybrid bonding equipment (critical for HBM and advanced chip packaging in AI), is attracting takeover interest due to surging demand for its strategic technology.\n\nThe company (market cap ~€14 billion / ~$16.2 billion) is working with Morgan Stanley to evaluate approaches.\n\nLam Research (U.S. chip-equipment firm) has held discussions and remains interested.\n\nApplied Materials is a potential party; 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{"unit_id": "orig:2032870425869561995", "ticker_idx": 3, "ts": "2026-03-14T17:24:13+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "HBM Packaging Is On 🔥", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "BESI attracting M&A interest from LRCX and AMAT on surging HBM packaging demand; author frames all four tickers as beneficiaries of the HBM packaging boom.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "$BESI $AMAT $LRCX $MU\n\nHBM Packaging Is On 🔥 \n\nBE Semiconductor Industries (BESI), the Dutch leader in hybrid bonding equipment (critical for HBM and advanced chip packaging in AI), is attracting takeover interest due to surging demand for its strategic technology.\n\nThe company (market cap ~€14 billion / ~$16.2 billion) is working with Morgan Stanley to evaluate approaches.\n\nLam Research (U.S. chip-equipment firm) has held discussions and remains interested.\n\nApplied Materials is a potential party; 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{"unit_id": "orig:2053918625531416904", "ticker_idx": 0, "ts": "2026-05-11T19:22:14+00:00", "symbol": "TSM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "What do you think this chart looks like over the next 10 years. $28B by 2028. From under $1B in 2018. Now the agentic AI wave is arriving and CPU orchestration is the next bottleneck.", "tweet_type": "analysis", "timeline": "years", "summary": "Bullish TSM: Intel outsourcing, ARM CPU ramp, and agentic AI wave drive TSMC revenue from ~$1B to $28B+ in advanced node CPU wafers over 10 years.", "resolved_tickers": ["TSM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "Fun Fact: Intel is TSMC's Customer. \n\nAbout 30% $INTC of wafers are outsourced to $TSM \n\nIt is not legacy products either. Lunar Lake and Arrow Lake, both in high demand right now, are almost entirely manufactured on TSMC's 3nm N3B process. Intel's most important consumer CPU lineup. Built at TSMC.\n\nAnd it goes further. Intel is reportedly an early adopter for TSMC's next generation 2nm process, targeting Nova Lake scheduled for late 2026 into early 2027. Intel is not just a TSMC customer today. It is lining up at the front of the queue for tomorrow's most advanced node.\n\nFor $TSM that blue x86 bar in the chart is not just AMD volume. A substantial and growing portion of it is Intel itself. The company whose struggles directly feed TSMC revenue growth quarter after quarter. \n\nThe ARM layer on top is the new growth vector. Small in 2021. Accelerating hard from 2025 onward. This is Qualcomm, Apple Silicon derivatives, NVIDIA Grace, Amazon Graviton, Microsoft Cobalt, and every custom silicon hyperscaler CPU that has abandoned x86 for efficiency reasons.\n\n$28B by 2028. From under $1B in 2018.\n\nNow the agentic AI wave is arriving and CPU orchestration is the next bottleneck. Every AI agent needs a CPU to coordinate tasks, manage memory, and route workloads in real time.\n\nWhat do you think this chart looks like over the next 10 years.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.017649608362830582, "ret_signed_m1d": 0.017649608362830582, "alpha_spy_m1d": 0.019921995899346956, "alpha_c_m1d": 0.03460232404126484, "bench_spy_m1d": -0.0022723875365163737, "bench_c_m1d": -0.01695271567843426, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.017946319227620133, "ret_signed_p1d": -0.017946319227620133, "alpha_spy_p1d": -0.01643136661303357, "alpha_c_p1d": 0.008185446007048736, "bench_spy_p1d": -0.0015149526145865622, "bench_c_p1d": -0.02613176523466887, "ret_p1w": -0.021233957273030568, "ret_signed_p1w": -0.021233957273030568, "alpha_spy_p1w": -0.020354766611819897, "alpha_c_p1w": 0.031081679349249547, "bench_spy_p1w": -0.0008791906612106715, "bench_c_p1w": -0.052315636622280115, "ret_p1m": 0.057794043945268436, "ret_signed_p1m": 0.057794043945268436, "alpha_spy_p1m": 0.06083744080292741, "alpha_c_p1m": 0.03228691710501841, "bench_spy_p1m": -0.0030433968576589754, "bench_c_p1m": 0.025507126840250027, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.0779, -0.0926, -0.0969, -0.0969, -0.1022, -0.107, -0.1116, -0.0866, -0.0879, -0.0491, -0.0442, -0.0712, -0.0767, -0.0901, -0.1295, -0.1189, -0.1277, -0.1646, -0.1405, -0.1444, -0.126, -0.17, -0.1661, -0.1613, -0.1448, -0.1606, -0.1625, -0.1861, -0.1634, -0.1515, -0.1404, -0.1939, -0.1923, -0.2176, -0.1646, -0.1559, -0.1619, -0.1619, -0.1552, -0.1464, -0.0955, -0.0965, -0.0839, -0.0864, -0.0609, -0.0728, -0.1018, -0.0841, -0.0947, -0.0901, -0.0423, -0.0541, -0.0051, 0.0011, -0.0302, -0.0265, -0.021, -0.017, -0.0072, -0.025, 0.037, 0.0238, 0.0176, 0.0, -0.0179, -0.0117, 0.0326, -0.0005, -0.0212, -0.0295, -0.0072, 0.0065, -0.0, -0.0, 0.0192, 0.045, 0.0502, 0.0344, 0.0769, 0.1042, 0.0795, 0.0998, 0.0263, 0.055, 0.0578, 0.0104, 0.0433, 0.0504, 0.0937, 0.0551, 0.0708, 0.145, 0.145, 0.1588, 0.0813, 0.0813, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2053183893088702510", "ticker_idx": 0, "ts": "2026-05-09T18:42:41+00:00", "symbol": "TSM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "TSMC All In", "tweet_type": "analysis", "timeline": "years", "summary": "Strongly bullish TSMC as the monopoly beneficiary of every AI/chip winner scenario; 75% CPU manufacturing share with TAM doubling to $120B by 2030.", "resolved_tickers": ["TSM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$AMD $INTC $ARM Server CPU TAM just doubled. $60B to $120B by 2030. \n\nThat's cute.\n\nNow look at $TSM market share in CPU manufacturing.\n\n75%. One Company. Monopoly. https://t.co/QtGiDoh8cW", "reply_text": null, "parent_text": null, "quoted_text": "If $NVDA wins, $TSM wins\nIf $AVGO wins, $TSM wins\nIf $MU HBM wins, $TSM wins\nIf $SNDK HBF wins, $TSM wins\nIf $AMD AI chips win, $TSM wins\nIf $QCOM silicon win, $TSM wins\nIf $AAPL silicon win, $TSM wins\nIf hyperscalers ASIC wins, $TSM wins\n\nIs that clear enough? TSMC All In", "parent_author": null, "ret_m1d": 0.017649608362830582, "ret_signed_m1d": 0.017649608362830582, "alpha_spy_m1d": 0.019921995899346956, "alpha_c_m1d": 0.03460232404126484, "bench_spy_m1d": -0.0022723875365163737, "bench_c_m1d": -0.01695271567843426, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.017946319227620133, "ret_signed_p1d": -0.017946319227620133, "alpha_spy_p1d": -0.01643136661303357, "alpha_c_p1d": 0.008185446007048736, "bench_spy_p1d": -0.0015149526145865622, "bench_c_p1d": -0.02613176523466887, "ret_p1w": -0.021233957273030568, "ret_signed_p1w": -0.021233957273030568, "alpha_spy_p1w": -0.020354766611819897, "alpha_c_p1w": 0.031081679349249547, "bench_spy_p1w": -0.0008791906612106715, "bench_c_p1w": -0.052315636622280115, "ret_p1m": 0.057794043945268436, "ret_signed_p1m": 0.057794043945268436, "alpha_spy_p1m": 0.06083744080292741, "alpha_c_p1m": 0.03228691710501841, "bench_spy_p1m": -0.0030433968576589754, "bench_c_p1m": 0.025507126840250027, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.0779, -0.0926, -0.0969, -0.0969, -0.1022, -0.107, -0.1116, -0.0866, -0.0879, -0.0491, -0.0442, -0.0712, -0.0767, -0.0901, -0.1295, -0.1189, -0.1277, -0.1646, -0.1405, -0.1444, -0.126, -0.17, -0.1661, -0.1613, -0.1448, -0.1606, -0.1625, -0.1861, -0.1634, -0.1515, -0.1404, -0.1939, -0.1923, -0.2176, -0.1646, -0.1559, -0.1619, -0.1619, -0.1552, -0.1464, -0.0955, -0.0965, -0.0839, -0.0864, -0.0609, -0.0728, -0.1018, -0.0841, -0.0947, -0.0901, -0.0423, -0.0541, -0.0051, 0.0011, -0.0302, -0.0265, -0.021, -0.017, -0.0072, -0.025, 0.037, 0.0238, 0.0176, 0.0, -0.0179, -0.0117, 0.0326, -0.0005, -0.0212, -0.0295, -0.0072, 0.0065, -0.0, -0.0, 0.0192, 0.045, 0.0502, 0.0344, 0.0769, 0.1042, 0.0795, 0.0998, 0.0263, 0.055, 0.0578, 0.0104, 0.0433, 0.0504, 0.0937, 0.0551, 0.0708, 0.145, 0.145, 0.1588, 0.0813, 0.0813, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2044129828954312896", "ticker_idx": 0, "ts": "2026-04-14T19:05:03+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "HBM4 Base Logic Die Demand Is Through the Roofs", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish MU and TSM on surging HBM4 base die demand and strong pricing power from AI-driven HBM4 shipments.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU $DRAM $TSM HBM4 Base Logic Die Demand Is Through the Roofs\n\nSamsung has raised prices for HBM4 base dies (logic of HBM4 stacks) by 40–50% since early 2026. \n\nTSMC is contracted to build the logic base dies for HBM4 / HBM4E from SK Hynix and Micron\n\nThis increase is driven by surging AI demand and rapidly rising HBM4 shipments, which have created strong pricing power for Samsung and potentially TSMC as well.", "reply_text": null, "parent_text": null, "quoted_text": "$TSM is planning a major expansion of its Arizona operations of 12 semiconductor fabrication plants (fabs) and four advanced packaging facilities, plus at least one R&D center, according to the reports by DigiTimes (citing unnamed supply chain sources), \n\nThis would involve https://t.co/33JA85xW4R", "parent_author": null, "ret_m1d": -0.08396685520770475, "ret_signed_m1d": -0.08396685520770475, "alpha_spy_m1d": -0.07192866190508485, "alpha_c_m1d": -0.06480755507029468, "bench_spy_m1d": -0.012038193302619904, "bench_c_m1d": -0.019159300137410074, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.020250810895547366, "ret_signed_p1d": -0.020250810895547366, "alpha_spy_p1d": -0.028141780122591276, "alpha_c_p1d": -0.0224632002760784, "bench_spy_p1d": 0.007890969227043909, "bench_c_p1d": 0.0022123893805310324, "ret_p1w": -0.03496112754212388, "ret_signed_p1w": -0.03496112754212388, "alpha_spy_p1w": -0.048813610219581416, "alpha_c_p1w": -0.06296998520165797, "bench_spy_p1w": 0.013852482677457534, "bench_c_p1w": 0.028008857659534092, "ret_p1m": 0.7257870518463934, "ret_signed_p1m": 0.7257870518463934, "alpha_spy_p1m": 0.6568846766517031, "alpha_c_p1m": 0.459282578455561, "bench_spy_p1m": 0.06890237519469022, "bench_c_p1m": 0.2665044733908324, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.7257870518463934, "alpha_spy_stated": 0.6568846766517031, "alpha_c_stated": 0.459282578455561, "price_path": [-0.2774, -0.2213, -0.2213, -0.2165, -0.1647, -0.1466, -0.1421, -0.1648, -0.1194, -0.0656, -0.0645, -0.1094, -0.0602, -0.0996, -0.1856, -0.1781, -0.1528, -0.1768, -0.1988, -0.1192, -0.1114, -0.1163, -0.1163, -0.1418, -0.0964, -0.1041, -0.0809, -0.0964, -0.1027, -0.0791, -0.108, -0.1148, -0.1142, -0.185, -0.1397, -0.1477, -0.2051, -0.1643, -0.1347, -0.1012, -0.1299, -0.0853, -0.0516, -0.0089, -0.0089, -0.0463, -0.0922, -0.132, -0.151, -0.1798, -0.237, -0.2332, -0.3089, -0.2745, -0.21, -0.2135, -0.2135, -0.1888, -0.1892, -0.1266, -0.0948, -0.0968, -0.084, 0.0, -0.0203, -0.0181, -0.0227, -0.037, -0.035, 0.0469, 0.0345, 0.0667, 0.1265, 0.083, 0.1134, 0.1106, 0.1644, 0.2379, 0.3748, 0.4315, 0.3886, 0.6038, 0.708, 0.6462, 0.7258, 0.6665, 0.5562, 0.4636, 0.5005, 0.5719, 0.6366, 0.6128, 0.6128, 0.9239, 0.9938, 0.9832, 1.0852, 1.2237, 1.2851, 1.3184, 1.1389, 0.8555, 1.0386, 1.0098, 0.9153, 1.1386, 1.108, 1.3364, 1.1921, 1.2402, 1.4352, 1.4352, 1.6014, 1.2587, 1.2587, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2044129828954312896", "ticker_idx": 1, "ts": "2026-04-14T19:05:03+00:00", "symbol": "TSM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "strong pricing power for Samsung and potentially TSMC as well", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish MU and TSM on surging HBM4 base die demand and strong pricing power from AI-driven HBM4 shipments.", "resolved_tickers": ["TSM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU $DRAM $TSM HBM4 Base Logic Die Demand Is Through the Roofs\n\nSamsung has raised prices for HBM4 base dies (logic of HBM4 stacks) by 40–50% since early 2026. \n\nTSMC is contracted to build the logic base dies for HBM4 / HBM4E from SK Hynix and Micron\n\nThis increase is driven by surging AI demand and rapidly rising HBM4 shipments, which have created strong pricing power for Samsung and potentially TSMC as well.", "reply_text": null, "parent_text": null, "quoted_text": "$TSM is planning a major expansion of its Arizona operations of 12 semiconductor fabrication plants (fabs) and four advanced packaging facilities, plus at least one R&D center, according to the reports by DigiTimes (citing unnamed supply chain sources), \n\nThis would involve https://t.co/33JA85xW4R", "parent_author": null, "ret_m1d": -0.02716578394402447, "ret_signed_m1d": -0.02716578394402447, "alpha_spy_m1d": -0.015127590641404565, "alpha_c_m1d": -0.008006483806614395, "bench_spy_m1d": -0.012038193302619904, "bench_c_m1d": -0.019159300137410074, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.012608912428159313, "ret_signed_p1d": -0.012608912428159313, "alpha_spy_p1d": -0.020499881655203223, "alpha_c_p1d": -0.014821301808690346, "bench_spy_p1d": 0.007890969227043909, "bench_c_p1d": 0.0022123893805310324, "ret_p1w": -0.031088032419604783, "ret_signed_p1w": -0.031088032419604783, "alpha_spy_p1w": -0.04494051509706232, "alpha_c_p1w": -0.059096890079138875, "bench_spy_p1w": 0.013852482677457534, "bench_c_p1w": 0.028008857659534092, "ret_p1m": 0.05240985857971614, "ret_signed_p1m": 0.05240985857971614, "alpha_spy_p1m": -0.016492516614974084, "alpha_c_p1m": -0.21409461481111625, "bench_spy_p1m": 0.06890237519469022, "bench_c_p1m": 0.2665044733908324, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.05240985857971614, "alpha_spy_stated": -0.016492516614974084, "alpha_c_stated": -0.21409461481111625, "price_path": [-0.1032, -0.1012, -0.1012, -0.1412, -0.144, -0.1407, -0.121, -0.1267, -0.1119, -0.1015, -0.1087, -0.1323, -0.1039, -0.1187, -0.145, -0.1319, -0.0843, -0.0671, -0.05, -0.018, -0.0338, -0.0383, -0.0383, -0.044, -0.0491, -0.054, -0.0274, -0.0287, 0.0126, 0.0178, -0.0109, -0.0167, -0.0311, -0.0731, -0.0617, -0.0711, -0.1104, -0.0847, -0.0889, -0.0693, -0.1162, -0.112, -0.1069, -0.0893, -0.1061, -0.1082, -0.1333, -0.1091, -0.0964, -0.0846, -0.1416, -0.1399, -0.1669, -0.1104, -0.1011, -0.1075, -0.1075, -0.1004, -0.091, -0.0368, -0.0379, -0.0245, -0.0272, 0.0, -0.0126, -0.0435, -0.0247, -0.0359, -0.0311, 0.0199, 0.0073, 0.0594, 0.066, 0.0328, 0.0367, 0.0426, 0.0468, 0.0572, 0.0382, 0.1043, 0.0902, 0.0837, 0.0649, 0.0458, 0.0524, 0.0996, 0.0644, 0.0423, 0.0335, 0.0572, 0.0718, 0.0648, 0.0648, 0.0854, 0.1128, 0.1184, 0.1015, 0.1467, 0.1758, 0.1495, 0.1712, 0.0929, 0.1235, 0.1264, 0.076, 0.111, 0.1185, 0.1646, 0.1236, 0.1402, 0.2193, 0.2193, 0.2339, 0.1514, 0.1514, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2034118030674854109", "ticker_idx": 0, "ts": "2026-03-18T04:01:45+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "DDR4 right now is essentially pure margin. Tooling fully depreciated. R&D zero. Fabs already paid for. Every dollar of that $80 spot price hits the bottom line harder than any new product still amortizing billions in capex.", "tweet_type": "analysis", "timeline": "months", "summary": "Long MU: DDR4 spot prices 172% above contract with pure margin economics as tooling/R&D fully depreciated; extended production likely.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU DDR4 RAM prices quadruple. The Legacy Paradox.\n\n-Spot prices in early 2026 are 172% higher than contract prices. That scissors gap dwarfs even DDR5's 76% spot-to-contract premium. \n\n-DDR4 is now nearly 100% MORE expensive than DDR5 in spot markets. The old rule that legacy tech gets cheaper is broken. \n\n-Why? Manufacturers phased it out too fast to free up capacity for HBM and DDR5. Demand didn't follow the script.\n\n-I'm hearing from my sources that DDR4 production could be extended 12 to 18 months. \n\n-DDR4 right now is essentially pure margin. Tooling fully depreciated. R&D zero. Fabs already paid for. Every dollar of that $80 spot price hits the bottom line harder than any new product still amortizing billions in capex.", "reply_text": null, "parent_text": null, "quoted_text": "$MU +5% today. Surprised? The BLUE candle called it.\n\nGet 270+ charts daily. Try it free: https://t.co/UOnxsgc8Ii https://t.co/yuxVUdvNky", "parent_author": null, "ret_m1d": -8.668561804270336e-05, "ret_signed_m1d": -8.668561804270336e-05, "alpha_spy_m1d": -0.014237789607872364, "alpha_c_m1d": -0.008240701279861429, "bench_spy_m1d": 0.014151103989829661, "bench_c_m1d": 0.008154015661818725, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03781436926195425, "ret_signed_p1d": -0.03781436926195425, "alpha_spy_p1d": -0.03534998821864299, "alpha_c_p1d": -0.04098961745806673, "bench_spy_p1d": -0.002464381043311259, "bench_c_p1d": 0.003175248196112479, "ret_p1w": -0.17248176626542222, "ret_signed_p1w": -0.17248176626542222, "alpha_spy_p1w": -0.1682239948840989, "alpha_c_p1w": -0.18607176652821733, "bench_spy_p1w": -0.0042577713813233276, "bench_c_p1w": 0.01359000026279511, "ret_p1m": -0.009329977698455227, "ret_signed_p1m": -0.009329977698455227, "alpha_spy_p1m": -0.07304988226248144, "alpha_c_p1m": -0.1646122503637466, "bench_spy_p1m": 0.06371990456402621, "bench_c_p1m": 0.15528227266529138, "ret_p3m": 1.3573235395556194, "ret_signed_p3m": 1.3573235395556194, "alpha_spy_p3m": 1.2129976412346917, "alpha_c_p3m": 0.713561115408663, "bench_spy_p3m": 0.14432589832092768, "bench_c_p3m": 0.6437624241469564, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.009329977698455227, "alpha_spy_stated": -0.07304988226248144, "alpha_c_stated": -0.1646122503637466, "price_path": [-0.4243, -0.4012, -0.4019, -0.3794, -0.3794, -0.3835, -0.3625, -0.3662, -0.3819, -0.3819, -0.3169, -0.324, -0.2562, -0.2646, -0.2918, -0.2526, -0.2509, -0.2677, -0.278, -0.2709, -0.2144, -0.2144, -0.2095, -0.1573, -0.1389, -0.1345, -0.1573, -0.1115, -0.0573, -0.0562, -0.1015, -0.0518, -0.0916, -0.1783, -0.1707, -0.1452, -0.1694, -0.1916, -0.1113, -0.1034, -0.1084, -0.1084, -0.1342, -0.0883, -0.0961, -0.0727, -0.0883, -0.0947, -0.0709, -0.1, -0.1069, -0.1063, -0.1777, -0.132, -0.1401, -0.198, -0.1568, -0.127, -0.0932, -0.1221, -0.0771, -0.0432, -0.0001, 0.0, -0.0378, -0.0841, -0.1243, -0.1434, -0.1725, -0.2302, -0.2263, -0.3028, -0.268, -0.203, -0.2065, -0.2065, -0.1815, -0.1819, -0.1187, -0.0867, -0.0887, -0.0758, 0.0089, -0.0115, -0.0093, -0.014, -0.0284, -0.0263, 0.0562, 0.0437, 0.0762, 0.1366, 0.0926, 0.1233, 0.1205, 0.1748, 0.249, 0.3871, 0.4443, 0.401, 0.6181, 0.7232, 0.6609, 0.7412, 0.6814, 0.5701, 0.4767, 0.5139, 0.586, 0.6512, 0.6272, 0.6272, 0.9411, 1.0116, 1.001, 1.1038, 1.2436, 1.3056, 1.3391, 1.158, 0.872, 1.0568, 1.0278, 0.9324, 1.1577, 1.1268, 1.3573, 1.2117, 1.2603, 1.457, 1.457, 1.6247, 1.2788, 1.2788, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2054666864916324791", "ticker_idx": 0, "ts": "2026-05-13T20:55:29+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Micron is expected to out-earn Amazon by 2027. We are not done. You still can.", "tweet_type": "prediction", "timeline": "years", "summary": "Still bullish MU; author's original call is up 1194% but claims more upside ahead, with MU expected to out-earn Amazon by 2027.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU just closed at $803.63.\nMy Bargain of Century call was $62. +1,194%.\n\nMicron is expected to out-earn Amazon by 2027. We are not done. 115,000 followers chose wisely.\n\nYou still can.", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": 0.03559231810106356, "ret_signed_m1d": 0.03559231810106356, "alpha_spy_m1d": 0.04342480091976286, "alpha_c_m1d": 0.04575935584663182, "bench_spy_m1d": -0.007832482818699305, "bench_c_m1d": -0.010167037745568264, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.06617187404142222, "ret_signed_p1d": -0.06617187404142222, "alpha_spy_p1d": -0.05414253028462601, "alpha_c_p1d": -0.028131968486868608, "bench_spy_p1d": -0.012029343756796207, "bench_c_p1d": -0.03803990555455361, "ret_p1w": -0.017925070559191236, "ret_signed_p1w": -0.017925070559191236, "alpha_spy_p1w": -0.010640576910590172, "alpha_c_p1w": 0.00016121343800867827, "bench_spy_p1w": -0.007284493648601065, "bench_c_p1w": -0.018086283997199915, "ret_p1m": 0.2649450045728585, "ret_signed_p1m": 0.2649450045728585, "alpha_spy_p1m": 0.2735259424505979, "alpha_c_p1m": 0.1929804280529135, "bench_spy_p1m": -0.008580937877739392, "bench_c_p1m": 0.07196457651994503, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.4697, -0.485, -0.4578, -0.4624, -0.4485, -0.4577, -0.4616, -0.4474, -0.4647, -0.4688, -0.4684, -0.5109, -0.4838, -0.4886, -0.523, -0.4985, -0.4808, -0.4607, -0.4779, -0.4511, -0.4309, -0.4053, -0.4052, -0.4277, -0.4553, -0.4792, -0.4905, -0.5078, -0.5421, -0.5399, -0.5853, -0.5646, -0.526, -0.528, -0.528, -0.5132, -0.5134, -0.4759, -0.4568, -0.458, -0.4503, -0.3999, -0.4121, -0.4108, -0.4136, -0.4221, -0.4209, -0.3718, -0.3792, -0.3599, -0.324, -0.3502, -0.3319, -0.3336, -0.3013, -0.2572, -0.175, -0.141, -0.1667, -0.0376, 0.0249, -0.0122, 0.0356, 0.0, -0.0662, -0.1217, -0.0996, -0.0567, -0.0179, -0.0322, -0.0322, 0.1545, 0.1964, 0.1901, 0.2513, 0.3344, 0.3712, 0.3912, 0.2835, 0.1134, 0.2233, 0.206, 0.1493, 0.2833, 0.2649, 0.402, 0.3154, 0.3443, 0.4613, 0.4613, 0.561, 0.3554, 0.3554, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2043367807711379674", "ticker_idx": 0, "ts": "2026-04-12T16:37:03+00:00", "symbol": "SNDK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$SNDK $MU BOOM. NAND Long Term Agreements Are Here while MLC NAND Price Increased by 8x", "tweet_type": "analysis", "timeline": "years", "summary": "Bullish NAND sector: AI inference driving explosive enterprise SSD demand, LTAs locking in supply, MLC NAND up 8x; SNDK, MU, Kioxia are key beneficiaries.", "resolved_tickers": ["SNDK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "quote", "lang": "en", "tweet_text": "$SNDK $MU BOOM. NAND Long Term Agreements Are Here while MLC NAND Price Increased by 8x.\n\nThe AI boom is shifting from training (heavy on HBM/DRAM) to inference (real-time AI responses), driving explosive demand for NAND flash memory used in enterprise SSDs for data storage and context. This has led to widespread long-term agreements (LTAs) in the NAND sector, mirroring the trend already seen in DRAM/HBM. NAND flash is largely sold out for 2026, with shortages expected to persist into next year.\n\nKioxia (major Japanese NAND producer) is negotiating a three-year LTA with a major cloud/virtual server provider, extending until 2029, to lock in supply.\n\nSanDisk (Western Digital subsidiary) finalized one LTA with advance payment terms and extended its joint investment agreement with Kioxia for the Yokkaichi and Kitakami factories until 2034. SanDisk agreed to pay $1.165 billion (~1.7 trillion KRW) to Kioxia and plans over 1 trillion KRW in additional investment anticipating strong NAND demand.\n\nSK Hynix (via Solidigm) and Samsung Electronics are also expanding large-scale LTAs in enterprise SSDs.\n\nMicron earlier signed a five-year strategic customer agreement with locked volumes and prices (in the DRAM context, setting the pattern).\n\n128Gb MLC NAND flash price jumped from $2.18 (Jan last year) to $17.73 (March this year) — an eightfold increase.", "reply_text": null, "parent_text": null, "quoted_text": "$MU $SNDK NAND >> HBM?\n\nEveryone is watching HBM. The smart money is watching NAND. \n\nThe cascade nobody modeled. AI inference can't be solved by HBM alone. The capacity demand spills over:\n\nHBM → Server DRAM → NAND\n\nEach layer tightens as hyperscalers vacuum up supply. And https://t.co/yjopADzKWb", "parent_author": null, "ret_m1d": -0.10575326033464572, "ret_signed_m1d": -0.10575326033464572, "alpha_spy_m1d": -0.09607538956967299, "alpha_c_m1d": -0.08521887962059649, "bench_spy_m1d": -0.00967787076497273, "bench_c_m1d": -0.020534380714049227, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.008440921813484215, "ret_signed_p1d": -0.008440921813484215, "alpha_spy_p1d": -0.020625799023324953, "alpha_c_p1d": -0.02444256775342213, "bench_spy_p1d": 0.012184877209840739, "bench_c_p1d": 0.016001645939937914, "ret_p1w": -0.041448798392388464, "ret_signed_p1w": -0.041448798392388464, "alpha_spy_p1w": -0.07441768570124918, "alpha_c_p1w": -0.10291428925977197, "bench_spy_p1w": 0.03296888730886072, "bench_c_p1w": 0.06146549086738351, "ret_p1m": 0.524430466699475, "ret_signed_p1m": 0.524430466699475, "alpha_spy_p1m": 0.4485231741192741, "alpha_c_p1m": 0.32121637238401113, "bench_spy_p1m": 0.0759072925802009, "bench_c_p1m": 0.2032140943154639, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.5929, -0.5704, -0.5658, -0.5658, -0.5243, -0.4737, -0.4715, -0.5025, -0.5057, -0.4946, -0.4461, -0.4338, -0.395, -0.3016, -0.2698, -0.3863, -0.3951, -0.3722, -0.3875, -0.4313, -0.3708, -0.3383, -0.3422, -0.3422, -0.38, -0.3697, -0.3479, -0.3176, -0.3003, -0.3296, -0.3361, -0.3156, -0.333, -0.35, -0.4064, -0.3711, -0.4062, -0.4464, -0.3819, -0.3502, -0.3119, -0.3503, -0.3054, -0.2613, -0.2439, -0.2087, -0.1894, -0.2549, -0.2625, -0.2625, -0.2883, -0.3668, -0.3535, -0.399, -0.333, -0.2727, -0.2634, -0.2634, -0.2392, -0.2538, -0.1802, -0.106, -0.1058, 0.0, -0.0084, -0.0638, -0.0347, -0.0331, -0.0414, -0.0515, 0.0279, -0.0211, 0.0393, 0.1236, 0.0523, 0.1173, 0.1512, 0.2462, 0.3185, 0.4765, 0.4803, 0.4068, 0.6403, 0.6247, 0.5244, 0.5194, 0.4517, 0.4778, 0.3995, 0.4523, 0.462, 0.6191, 0.5524, 0.5524, 0.6688, 0.6692, 0.7235, 0.7795, 0.8493, 0.802, 0.9228, 0.8474, 0.6371, 0.7239, 0.7287, 0.7252, 0.9753, 1.0788, 1.213, 1.0909, 1.0565, 1.2937, 1.2937, 1.3871, 1.0615, 1.0615, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2043367807711379674", "ticker_idx": 1, "ts": "2026-04-12T16:37:03+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$SNDK $MU BOOM. NAND Long Term Agreements Are Here while MLC NAND Price Increased by 8x", "tweet_type": "analysis", "timeline": "years", "summary": "Bullish NAND sector: AI inference driving explosive enterprise SSD demand, LTAs locking in supply, MLC NAND up 8x; SNDK, MU, Kioxia are key beneficiaries.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$SNDK $MU BOOM. NAND Long Term Agreements Are Here while MLC NAND Price Increased by 8x.\n\nThe AI boom is shifting from training (heavy on HBM/DRAM) to inference (real-time AI responses), driving explosive demand for NAND flash memory used in enterprise SSDs for data storage and context. This has led to widespread long-term agreements (LTAs) in the NAND sector, mirroring the trend already seen in DRAM/HBM. NAND flash is largely sold out for 2026, with shortages expected to persist into next year.\n\nKioxia (major Japanese NAND producer) is negotiating a three-year LTA with a major cloud/virtual server provider, extending until 2029, to lock in supply.\n\nSanDisk (Western Digital subsidiary) finalized one LTA with advance payment terms and extended its joint investment agreement with Kioxia for the Yokkaichi and Kitakami factories until 2034. SanDisk agreed to pay $1.165 billion (~1.7 trillion KRW) to Kioxia and plans over 1 trillion KRW in additional investment anticipating strong NAND demand.\n\nSK Hynix (via Solidigm) and Samsung Electronics are also expanding large-scale LTAs in enterprise SSDs.\n\nMicron earlier signed a five-year strategic customer agreement with locked volumes and prices (in the DRAM context, setting the pattern).\n\n128Gb MLC NAND flash price jumped from $2.18 (Jan last year) to $17.73 (March this year) — an eightfold increase.", "reply_text": null, "parent_text": null, "quoted_text": "$MU $SNDK NAND >> HBM?\n\nEveryone is watching HBM. The smart money is watching NAND. \n\nThe cascade nobody modeled. AI inference can't be solved by HBM alone. The capacity demand spills over:\n\nHBM → Server DRAM → NAND\n\nEach layer tightens as hyperscalers vacuum up supply. And https://t.co/yjopADzKWb", "parent_author": null, "ret_m1d": -0.01399568936344775, "ret_signed_m1d": -0.01399568936344775, "alpha_spy_m1d": -0.004317818598475021, "alpha_c_m1d": 0.0005755009384411647, "bench_spy_m1d": -0.00967787076497273, "bench_c_m1d": -0.014571190301888914, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.09166355571854745, "ret_signed_p1d": 0.09166355571854745, "alpha_spy_p1d": 0.07947867850870671, "alpha_c_p1d": 0.07213000644791245, "bench_spy_p1d": 0.012184877209840739, "bench_c_p1d": 0.019533549270634998, "ret_p1w": 0.05124722429261053, "ret_signed_p1w": 0.05124722429261053, "alpha_spy_p1w": 0.01827833698374981, "alpha_c_p1w": 0.004736656133828898, "bench_spy_p1w": 0.03296888730886072, "bench_c_p1w": 0.04651056815878163, "ret_p1m": 0.797121205638941, "ret_signed_p1m": 0.797121205638941, "alpha_spy_p1m": 0.72121391305874, "alpha_c_p1m": 0.5311627885412773, "bench_spy_p1m": 0.0759072925802009, "bench_c_p1m": 0.26595841709766366, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.2188, -0.2112, -0.1499, -0.1499, -0.1447, -0.0882, -0.0683, -0.0635, -0.0882, -0.0387, 0.02, 0.0212, -0.0278, 0.0259, -0.0171, -0.1109, -0.1028, -0.0751, -0.1013, -0.1253, -0.0384, -0.0299, -0.0353, -0.0353, -0.0632, -0.0136, -0.022, 0.0034, -0.0135, -0.0205, 0.0053, -0.0262, -0.0337, -0.033, -0.1103, -0.0609, -0.0696, -0.1323, -0.0877, -0.0554, -0.0189, -0.0501, -0.0014, 0.0353, 0.0819, 0.082, 0.0411, -0.009, -0.0525, -0.0731, -0.1046, -0.167, -0.1629, -0.2456, -0.208, -0.1376, -0.1414, -0.1414, -0.1144, -0.1148, -0.0465, -0.0118, -0.014, 0.0, 0.0917, 0.0696, 0.0719, 0.0668, 0.0512, 0.0535, 0.1428, 0.1293, 0.1645, 0.2297, 0.1822, 0.2154, 0.2124, 0.2711, 0.3514, 0.5008, 0.5627, 0.5159, 0.7508, 0.8645, 0.7971, 0.884, 0.8192, 0.6988, 0.5978, 0.6381, 0.716, 0.7866, 0.7606, 0.7606, 1.1002, 1.1765, 1.165, 1.2764, 1.4276, 1.4946, 1.5309, 1.335, 1.0255, 1.2254, 1.194, 1.0909, 1.3347, 1.3012, 1.5506, 1.393, 1.4456, 1.6585, 1.6585, 1.8399, 1.4657, 1.4657, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2043367807711379674", "ticker_idx": 2, "ts": "2026-04-12T16:37:03+00:00", "symbol": "Kioxia", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Kioxia (major Japanese NAND producer) is negotiating a three-year LTA with a major cloud/virtual server provider", "tweet_type": "analysis", "timeline": "years", "summary": "Bullish NAND sector: AI inference driving explosive enterprise SSD demand, LTAs locking in supply, MLC NAND up 8x; SNDK, MU, Kioxia are key beneficiaries.", "resolved_tickers": ["285A.T"], "resolution_method": "exchange_ticker", "resolution_reason": "Kioxia TSE listing 285A.T; Japanese NAND producer context", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$SNDK $MU BOOM. NAND Long Term Agreements Are Here while MLC NAND Price Increased by 8x.\n\nThe AI boom is shifting from training (heavy on HBM/DRAM) to inference (real-time AI responses), driving explosive demand for NAND flash memory used in enterprise SSDs for data storage and context. This has led to widespread long-term agreements (LTAs) in the NAND sector, mirroring the trend already seen in DRAM/HBM. NAND flash is largely sold out for 2026, with shortages expected to persist into next year.\n\nKioxia (major Japanese NAND producer) is negotiating a three-year LTA with a major cloud/virtual server provider, extending until 2029, to lock in supply.\n\nSanDisk (Western Digital subsidiary) finalized one LTA with advance payment terms and extended its joint investment agreement with Kioxia for the Yokkaichi and Kitakami factories until 2034. SanDisk agreed to pay $1.165 billion (~1.7 trillion KRW) to Kioxia and plans over 1 trillion KRW in additional investment anticipating strong NAND demand.\n\nSK Hynix (via Solidigm) and Samsung Electronics are also expanding large-scale LTAs in enterprise SSDs.\n\nMicron earlier signed a five-year strategic customer agreement with locked volumes and prices (in the DRAM context, setting the pattern).\n\n128Gb MLC NAND flash price jumped from $2.18 (Jan last year) to $17.73 (March this year) — an eightfold increase.", "reply_text": null, "parent_text": null, "quoted_text": "$MU $SNDK NAND >> HBM?\n\nEveryone is watching HBM. The smart money is watching NAND. \n\nThe cascade nobody modeled. AI inference can't be solved by HBM alone. The capacity demand spills over:\n\nHBM → Server DRAM → NAND\n\nEach layer tightens as hyperscalers vacuum up supply. 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{"unit_id": "quote:2051368000998322191", "ticker_idx": 0, "ts": "2026-05-04T18:26:58+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Ontology + Agentic AI = AI on steroids. Without ontology, AI can act but cannot understand. With $PLTR, the agent knows the full semantic map of an organization before it moves. Inevitable: All value flows to Ontology and Chips.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish PLTR as monopoly on Ontology+Agentic AI; long MU and SNDK as chip beneficiaries of inevitable value flow.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "$PLTR Holy Lord. Just imagine.\n\nOntology + Agentic AI = AI on steroids.\n\nWithout ontology, AI can act but cannot understand. With $PLTR, the agent knows the full semantic map of an organization before it moves.\n\nInevitable: All value flows to Ontology and Chips.  $MU $SNDK $DRAM https://t.co/OgxUvwCYwz", "reply_text": null, "parent_text": null, "quoted_text": "$PLTR valuation makes ZERO sense \n\nBut then why do institutions keep buying it?\nWhat do they know that you don't?\n\nI work in BIG DATA analytics and let me share the secrets of Palantir in the most basic way\n\nPalantir has monopoly on Automated Governance, serving as the ultimate https://t.co/XGLRmO7rq8", "parent_author": null, "ret_m1d": -0.013421841207027385, "ret_signed_m1d": -0.013421841207027385, "alpha_spy_m1d": -0.017098703140917215, "alpha_c_m1d": -0.017098703140917215, "bench_spy_m1d": 0.00367686193388983, "bench_c_m1d": 0.00367686193388983, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.06930079573911663, "ret_signed_p1d": -0.06930079573911663, "alpha_spy_p1d": -0.07732302446305905, "alpha_c_p1d": -0.07732302446305905, "bench_spy_p1d": 0.008022228723942426, "bench_c_p1d": 0.008022228723942426, "ret_p1w": -0.06258987513560288, "ret_signed_p1w": -0.06258987513560288, "alpha_spy_p1w": -0.09224126996621274, "alpha_c_p1w": -0.09224126996621274, "bench_spy_p1w": 0.029651394830609856, "bench_c_p1w": 0.029651394830609856, "ret_p1m": 0.04204615107152154, "ret_signed_p1m": 0.04204615107152154, "alpha_spy_p1m": -0.015836108382849323, "alpha_c_p1m": -0.015836108382849323, "bench_spy_p1m": 0.057882259454370866, "bench_c_p1m": 0.057882259454370866, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.04204615107152154, "alpha_spy_stated": -0.015836108382849323, "alpha_c_stated": -0.015836108382849323, "price_path": [-0.0444, -0.1097, -0.0694, -0.0214, -0.0446, -0.0709, -0.1157, -0.1001, -0.1001, -0.0891, -0.0729, -0.0763, -0.0739, -0.1057, -0.1177, -0.0811, -0.0691, -0.0605, -0.0059, 0.0081, 0.049, 0.0455, 0.0762, 0.0712, 0.035, 0.0381, 0.0512, 0.0337, 0.0458, 0.062, 0.0462, 0.0661, 0.0318, 0.1014, 0.0599, 0.0612, 0.0105, -0.0203, -0.0581, 0.0017, 0.0032, 0.0166, 0.0166, 0.013, 0.0277, -0.0361, -0.1064, -0.1231, -0.0935, -0.0707, -0.0266, -0.0224, 0.0025, -0.001, -0.0004, 0.0451, -0.0305, -0.0201, -0.0201, -0.0332, -0.0552, -0.0474, -0.0134, 0.0, -0.0693, -0.0838, -0.0615, -0.0564, -0.0626, -0.0687, -0.1094, -0.0842, -0.0824, -0.0746, -0.0738, -0.0608, -0.059, -0.0627, -0.0627, -0.0646, -0.0926, -0.0184, 0.072, 0.1001, 0.042, -0.0262, -0.0297, -0.0719, -0.0655, -0.0956, -0.1083, -0.1024, -0.1235, -0.0775, -0.0875, -0.1055, -0.1202, -0.1202, -0.1817, -0.2008, -0.2008, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2051368000998322191", "ticker_idx": 1, "ts": "2026-05-04T18:26:58+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Inevitable: All value flows to Ontology and Chips. $MU $SNDK $DRAM", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish PLTR as monopoly on Ontology+Agentic AI; long MU and SNDK as chip beneficiaries of inevitable value flow.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$PLTR Holy Lord. Just imagine.\n\nOntology + Agentic AI = AI on steroids.\n\nWithout ontology, AI can act but cannot understand. With $PLTR, the agent knows the full semantic map of an organization before it moves.\n\nInevitable: All value flows to Ontology and Chips.  $MU $SNDK $DRAM https://t.co/OgxUvwCYwz", "reply_text": null, "parent_text": null, "quoted_text": "$PLTR valuation makes ZERO sense \n\nBut then why do institutions keep buying it?\nWhat do they know that you don't?\n\nI work in BIG DATA analytics and let me share the secrets of Palantir in the most basic way\n\nPalantir has monopoly on Automated Governance, serving as the ultimate https://t.co/XGLRmO7rq8", "parent_author": null, "ret_m1d": -0.05939802152710816, "ret_signed_m1d": -0.05939802152710816, "alpha_spy_m1d": -0.06307488346099799, "alpha_c_m1d": -0.06537682680781298, "bench_spy_m1d": 0.00367686193388983, "bench_c_m1d": 0.005978805280704824, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.11059068201928368, "ret_signed_p1d": 0.11059068201928368, "alpha_spy_p1d": 0.10256845329534126, "alpha_c_p1d": 0.07921675272234285, "bench_spy_p1d": 0.008022228723942426, "bench_c_p1d": 0.03137392929694083, "ret_p1w": 0.37970335718234316, "ret_signed_p1w": 0.37970335718234316, "alpha_spy_p1w": 0.3500519623517333, "alpha_c_p1w": 0.24252624666022515, "bench_spy_p1w": 0.029651394830609856, "bench_c_p1w": 0.137177110522118, "ret_p1m": 0.8459536005765014, "ret_signed_p1m": 0.8459536005765014, "alpha_spy_p1m": 0.7880713411221305, "alpha_c_p1m": 0.5984743462245143, "bench_spy_p1m": 0.057882259454370866, "bench_c_p1m": 0.24747925435198703, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.8459536005765014, "alpha_spy_stated": 0.7880713411221305, "alpha_c_stated": 0.5984743462245143, "price_path": [-0.3421, -0.3361, -0.3156, -0.335, -0.3528, -0.2885, -0.2822, -0.2862, -0.2862, -0.3068, -0.2701, -0.2763, -0.2575, -0.27, -0.2752, -0.2561, -0.2794, -0.2849, -0.2844, -0.3416, -0.3051, -0.3115, -0.3579, -0.3249, -0.301, -0.274, -0.2971, -0.2611, -0.2339, -0.1994, -0.1993, -0.2296, -0.2667, -0.2988, -0.3141, -0.3374, -0.3836, -0.3806, -0.4418, -0.4139, -0.3619, -0.3647, -0.3647, -0.3447, -0.345, -0.2944, -0.2688, -0.2704, -0.26, -0.1922, -0.2086, -0.2068, -0.2106, -0.2221, -0.2204, -0.1543, -0.1643, -0.1383, -0.09, -0.1252, -0.1006, -0.1029, -0.0594, 0.0, 0.1106, 0.1564, 0.1217, 0.2955, 0.3797, 0.3298, 0.3941, 0.3462, 0.2571, 0.1823, 0.2121, 0.2698, 0.3221, 0.3028, 0.3028, 0.5541, 0.6106, 0.6021, 0.6844, 0.7963, 0.846, 0.8728, 0.7278, 0.4988, 0.6468, 0.6235, 0.5472, 0.7276, 0.7029, 0.8874, 0.7708, 0.8097, 0.9672, 0.9672, 1.1014, 0.8246, 0.8246, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2051368000998322191", "ticker_idx": 2, "ts": "2026-05-04T18:26:58+00:00", "symbol": "SNDK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Inevitable: All value flows to Ontology and Chips. $MU $SNDK $DRAM", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish PLTR as monopoly on Ontology+Agentic AI; long MU and SNDK as chip beneficiaries of inevitable value flow.", "resolved_tickers": ["SNDK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "quote", "lang": "en", "tweet_text": "$PLTR Holy Lord. Just imagine.\n\nOntology + Agentic AI = AI on steroids.\n\nWithout ontology, AI can act but cannot understand. With $PLTR, the agent knows the full semantic map of an organization before it moves.\n\nInevitable: All value flows to Ontology and Chips.  $MU $SNDK $DRAM https://t.co/OgxUvwCYwz", "reply_text": null, "parent_text": null, "quoted_text": "$PLTR valuation makes ZERO sense \n\nBut then why do institutions keep buying it?\nWhat do they know that you don't?\n\nI work in BIG DATA analytics and let me share the secrets of Palantir in the most basic way\n\nPalantir has monopoly on Automated Governance, serving as the ultimate https://t.co/XGLRmO7rq8", "parent_author": null, "ret_m1d": -0.054830941470187855, "ret_signed_m1d": -0.054830941470187855, "alpha_spy_m1d": -0.058507803404077685, "alpha_c_m1d": -0.05372011956850942, "bench_spy_m1d": 0.00367686193388983, "bench_c_m1d": -0.0011108219016784382, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.11980631813456544, "ret_signed_p1d": 0.11980631813456544, "alpha_spy_p1d": 0.11178408941062301, "alpha_c_p1d": 0.09771441508632428, "bench_spy_p1d": 0.008022228723942426, "bench_c_p1d": 0.022091903048241157, "ret_p1w": 0.23227117405172337, "ret_signed_p1w": 0.23227117405172337, "alpha_spy_p1w": 0.20261977922111352, "alpha_c_p1w": 0.13458530935705237, "bench_spy_p1w": 0.029651394830609856, "bench_c_p1w": 0.097685864694671, "ret_p1m": 0.3666810037514563, "ret_signed_p1m": 0.3666810037514563, "alpha_spy_p1m": 0.3087987442970854, "alpha_c_p1m": 0.14353995237262018, "bench_spy_p1m": 0.057882259454370866, "bench_c_p1m": 0.2231410513788361, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.3666810037514563, "alpha_spy_stated": 0.3087987442970854, "alpha_c_stated": 0.14353995237262018, "price_path": [-0.5345, -0.5412, -0.5239, -0.5355, -0.5687, -0.5228, -0.4981, -0.5011, -0.5011, -0.5297, -0.5219, -0.5054, -0.4825, -0.4693, -0.4916, -0.4965, -0.4809, -0.4941, -0.507, -0.5498, -0.523, -0.5496, -0.5801, -0.5312, -0.5072, -0.4781, -0.5073, -0.4732, -0.4397, -0.4266, -0.3999, -0.3852, -0.4349, -0.4406, -0.4406, -0.4602, -0.5197, -0.5096, -0.5441, -0.4941, -0.4484, -0.4413, -0.4413, -0.423, -0.434, -0.3782, -0.3219, -0.3218, -0.2416, -0.248, -0.29, -0.2679, -0.2666, -0.273, -0.2806, -0.2204, -0.2575, -0.2118, -0.1478, -0.2019, -0.1526, -0.1269, -0.0548, 0.0, 0.1198, 0.1227, 0.067, 0.244, 0.2323, 0.1562, 0.1524, 0.101, 0.1208, 0.0614, 0.1015, 0.1088, 0.228, 0.1774, 0.1774, 0.2657, 0.266, 0.3072, 0.3497, 0.4026, 0.3667, 0.4584, 0.4012, 0.2416, 0.3075, 0.3111, 0.3084, 0.4982, 0.5767, 0.6784, 0.5858, 0.5597, 0.7396, 0.7396, 0.8105, 0.5636, 0.5636, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2040262305896931742", "ticker_idx": 0, "ts": "2026-04-04T02:56:54+00:00", "symbol": "MSFT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Dysfunctional stock price right now I think it's driven by CapEx efficiency. This shall too pass.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish MSFT; current weakness is transitory CapEx-efficiency concern, not structural, and will pass.", "resolved_tickers": ["MSFT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@fletcher_rt I am with you on this one. Big Enterprises will unlikely get rid of Microsoft ecosystems unless they start from the scratch. Dysfunctional stock price right now I think it's driven by CapEx efficiency. This shall too pass.", "reply_text": null, "parent_text": "@TradexWhisperer Has anyone predicting $MSFT's demise ever worked with or for a large corporate? The idea they'll get rid of company-wide subscriptions for bespoke proprietary AI systems is for the birds.", "quoted_text": null, "parent_author": "fletcher_rt", "ret_m1d": 0.001555430246983125, "ret_signed_m1d": 0.001555430246983125, "alpha_spy_m1d": 0.006260037381641492, "alpha_c_m1d": 0.006260037381641492, "bench_spy_m1d": -0.004704607134658367, "bench_c_m1d": -0.004704607134658367, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0015822508381434508, "ret_signed_p1d": -0.0015822508381434508, "alpha_spy_p1d": -0.0020222514027706806, "alpha_c_p1d": -0.0020222514027706806, "bench_spy_p1d": 0.0004400005646272298, "bench_c_p1d": 0.0004400005646272298, "ret_p1w": 0.03081423459815258, "ret_signed_p1w": 0.03081423459815258, "alpha_spy_p1w": -0.010419241699765491, "alpha_c_p1w": -0.010419241699765491, "bench_spy_p1w": 0.04123347629791807, "bench_c_p1w": 0.04123347629791807, "ret_p1m": 0.10325041779017186, "ret_signed_p1m": 0.10325041779017186, "alpha_spy_p1m": 0.0048484426352521925, "alpha_c_p1m": 0.0048484426352521925, "bench_spy_p1m": 0.09840197515491966, "bench_c_p1m": 0.09840197515491966, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.10325041779017186, "alpha_spy_stated": 0.0048484426352521925, "alpha_c_stated": 0.0048484426352521925, "price_path": [0.2936, 0.2793, 0.2824, 0.2768, 0.2594, 0.2292, 0.2219, 0.2305, 0.2305, 0.2162, 0.1883, 0.2071, 0.2468, 0.2583, 0.2859, 0.2887, 0.1599, 0.1513, 0.1328, 0.1003, 0.1083, 0.0534, 0.0733, 0.1067, 0.1058, 0.082, 0.0752, 0.0738, 0.0738, 0.0619, 0.0692, 0.0686, 0.0653, 0.0311, 0.0432, 0.0743, 0.0773, 0.0533, 0.0688, 0.0833, 0.0867, 0.1014, 0.0968, 0.098, 0.0882, 0.0858, 0.0777, 0.0608, 0.0726, 0.0711, 0.0507, 0.0433, 0.0241, 0.0271, -0.0004, -0.0049, -0.0185, -0.0432, -0.0373, -0.0073, -0.0094, 0.0016, 0.0016, 0.0, -0.0016, 0.0039, 0.0005, -0.0054, 0.0308, 0.0543, 0.1028, 0.1271, 0.1339, 0.1212, 0.1375, 0.161, 0.115, 0.1388, 0.1393, 0.1512, 0.1383, 0.0936, 0.1115, 0.1093, 0.1033, 0.1102, 0.1284, 0.1133, 0.1067, 0.0936, 0.0867, 0.098, 0.1315, 0.1359, 0.1194, 0.1292, 0.1264, 0.125, 0.125, 0.1181, 0.1091, 0.1476, 0.2101, 0.2377, 0.1861, 0.1485, 0.1504, 0.1199, 0.1066, 0.0842, 0.068, 0.0491, 0.0502, 0.0744, 0.0585, 0.0184, 0.0197, 0.0197, -0.0127, 0.005, 0.005, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2040473521869197490", "ticker_idx": 0, "ts": "2026-04-04T16:56:12+00:00", "symbol": "TSM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$TSM This is what a moat looks like in real time. Global Foundry Market: +8% TSMC: +36% 🤯 $3 Trillion Market Cap Incoming", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish TSMC to $3T market cap on dominant moat vs global foundry market — far outpacing the sector.", "resolved_tickers": ["TSM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$TSM This is what a moat looks like in real time.\n\nGlobal Foundry Market: +8%\nTSMC: +36% 🤯\n\n$3 Trillion Market Cap Incoming https://t.co/K7xnqqAaeQ", "reply_text": null, "parent_text": null, "quoted_text": "🟦 If $NVDA is the King of AI Chips, then $TSM is the Queen. In time, it will likely become a $2 trillion company.\n\nLast four (W) BLUE candles combined have yielded a 116% return and ongoing.\n\n230+ Daily BLUE Candle Alerts. Free Trial:\nhttps://t.co/XLFioz4kni https://t.co/wcVGE9HPKd", "parent_author": null, "ret_m1d": -0.007958737009657657, "ret_signed_m1d": -0.007958737009657657, "alpha_spy_m1d": -0.0032541298749992897, "alpha_c_m1d": 0.0012841630372231183, "bench_spy_m1d": -0.004704607134658367, "bench_c_m1d": -0.009242900046880775, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.010416708621884485, "ret_signed_p1d": 0.010416708621884485, "alpha_spy_p1d": 0.009976708057257255, "alpha_c_p1d": 0.0005172621816660339, "bench_spy_p1d": 0.0004400005646272298, "bench_c_p1d": 0.009899446440218451, "ret_p1w": 0.08137289466479092, "ret_signed_p1w": 0.08137289466479092, "alpha_spy_p1w": 0.04013941836687285, "alpha_c_p1w": -0.03822906512503721, "bench_spy_p1w": 0.04123347629791807, "bench_c_p1w": 0.11960195978982813, "ret_p1m": 0.15405553232914704, "ret_signed_p1m": 0.15405553232914704, "alpha_spy_p1m": 0.055653557174227375, "alpha_c_p1m": -0.1659353458453905, "bench_spy_p1m": 0.09840197515491966, "bench_c_p1m": 0.31999087817453753, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.15405553232914704, "alpha_spy_stated": 0.055653557174227375, "alpha_c_stated": -0.1659353458453905, "price_path": [-0.0702, -0.0721, -0.0557, -0.032, -0.0336, -0.0456, -0.0032, -0.0009, -0.0009, -0.0454, -0.0484, -0.0448, -0.0229, -0.0292, -0.0128, -0.0012, -0.0093, -0.0355, -0.004, -0.0203, -0.0496, -0.035, 0.0179, 0.037, 0.056, 0.0915, 0.074, 0.069, 0.069, 0.0627, 0.057, 0.0515, 0.0812, 0.0797, 0.1255, 0.1313, 0.0995, 0.093, 0.077, 0.0304, 0.0429, 0.0325, -0.0112, 0.0174, 0.0127, 0.0345, -0.0175, -0.0129, -0.0073, 0.0123, -0.0064, -0.0087, -0.0366, -0.0097, 0.0044, 0.0175, -0.0458, -0.0439, -0.0739, -0.0111, -0.0008, -0.008, -0.008, 0.0, 0.0104, 0.0706, 0.0694, 0.0844, 0.0814, 0.1116, 0.0976, 0.0632, 0.0841, 0.0716, 0.077, 0.1337, 0.1197, 0.1776, 0.185, 0.148, 0.1524, 0.1589, 0.1636, 0.1751, 0.1541, 0.2275, 0.2118, 0.2046, 0.1837, 0.1625, 0.1698, 0.2223, 0.1831, 0.1586, 0.1488, 0.1752, 0.1913, 0.1836, 0.1836, 0.2065, 0.2369, 0.2432, 0.2244, 0.2747, 0.307, 0.2778, 0.3018, 0.2148, 0.2488, 0.2521, 0.196, 0.2349, 0.2433, 0.2946, 0.2489, 0.2674, 0.3553, 0.3553, 0.3716, 0.2799, 0.2799, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2035118732176236619", "ticker_idx": 0, "ts": "2026-03-20T22:18:11+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "HSBC just set the Street high at $750. Correction: That's 78% upside from here, not 45%.", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Shares/endorses HSBC Street-high $750 PT on MU, correcting the upside to 78%.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU HSBC just set the Street high at $750. Correction: That's 78% upside from here, not 45%.", "reply_text": null, "parent_text": null, "quoted_text": "$MU HSBC just set the Street high at $750. That's 45% upside from here. https://t.co/4icusE0k7L", "parent_author": null, "ret_m1d": 0.04587608576961788, "ret_signed_m1d": 0.04587608576961788, "alpha_spy_m1d": 0.05626697277273662, "alpha_c_m1d": 0.06279144596220554, "bench_spy_m1d": -0.010390887003118743, "bench_c_m1d": -0.01691536019258766, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.021812755900196712, "ret_signed_p1d": -0.021812755900196712, "alpha_spy_p1d": -0.018455941423019206, "alpha_c_p1d": -0.030066054927246122, "bench_spy_p1d": -0.0033568144771775055, "bench_c_p1d": 0.00825329902704941, "ret_p1w": -0.2038205167448306, "ret_signed_p1w": -0.2038205167448306, "alpha_spy_p1w": -0.168100768924211, "alpha_c_p1w": -0.13015435860051405, "bench_spy_p1w": -0.035719747820619596, "bench_c_p1w": -0.07366615814431654, "ret_p1m": 0.11183080685194713, "ret_signed_p1m": 0.11183080685194713, "alpha_spy_p1m": 0.037522725007372415, "alpha_c_p1m": -0.07546483157337813, "bench_spy_p1m": 0.07430808184457471, "bench_c_p1m": 0.18729563842532526, "ret_p3m": 1.8056544396831904, "ret_signed_p3m": 1.8056544396831904, "alpha_spy_p3m": 1.6633190446926047, "alpha_c_p3m": 1.119534167857148, "bench_spy_p3m": 0.14233539499058567, "bench_c_p3m": 0.6861202718260424, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.11183080685194713, "alpha_spy_stated": 0.037522725007372415, "alpha_c_stated": -0.07546483157337813, "price_path": [-0.2913, -0.2913, -0.296, -0.272, -0.2763, -0.2942, -0.2942, -0.2199, -0.228, -0.1507, -0.1603, -0.1912, -0.1466, -0.1446, -0.1638, -0.1756, -0.1675, -0.1029, -0.1029, -0.0973, -0.0377, -0.0167, -0.0116, -0.0377, 0.0146, 0.0765, 0.0778, 0.026, 0.0827, 0.0373, -0.0617, -0.0531, -0.0239, -0.0516, -0.0769, 0.0148, 0.0238, 0.0181, 0.0181, -0.0113, 0.0411, 0.0322, 0.0589, 0.0411, 0.0338, 0.061, 0.0277, 0.0198, 0.0206, -0.061, -0.0089, -0.0181, -0.0842, -0.0372, -0.0031, 0.0355, 0.0025, 0.0539, 0.0926, 0.1418, 0.1419, 0.0987, 0.0459, 0.0, -0.0218, -0.0551, -0.1209, -0.1166, -0.2038, -0.1641, -0.0899, -0.0939, -0.0939, -0.0654, -0.0658, 0.0063, 0.0429, 0.0406, 0.0554, 0.1521, 0.1288, 0.1313, 0.1259, 0.1095, 0.1118, 0.2061, 0.1918, 0.229, 0.2978, 0.2477, 0.2827, 0.2795, 0.3415, 0.4262, 0.5839, 0.6492, 0.5999, 0.8477, 0.9678, 0.8966, 0.9883, 0.92, 0.7929, 0.6862, 0.7288, 0.811, 0.8855, 0.8581, 0.8581, 1.2165, 1.297, 1.2849, 1.4024, 1.562, 1.6327, 1.671, 1.4642, 1.1377, 1.3487, 1.3155, 1.2066, 1.4639, 1.4286, 1.6918, 1.5255, 1.581, 1.8057, 1.8057, 1.9971, 1.6022, 1.6022, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2032096844415975789", "ticker_idx": 0, "ts": "2026-03-12T14:10:16+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Wells Fargo raised its price target to $470 from $410 while maintaining an Overweight rating on the stock", "tweet_type": "news_reaction", "timeline": "months", "summary": "Shares Wells Fargo PT raise to $470 (Overweight) on MU, peak EPS $50-60, HBM4 ramp, 2026 fully allocated.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU Wells Fargo raised its price target to $470 from $410 while maintaining an Overweight rating on the stock.\n\nThe firm views the setup as similar to last quarter, with focus on HBM4 confidence, continued price inflation, and long-term agreement visibility. Wells Fargo now sees peak earnings per share at $50 to $60 per share, with through-cycle earnings at $30 to $40 per share. Analysts currently forecast earnings of $34.10 per share for fiscal 2026, with the stock trading at a PEG ratio of just 0.19.\n\nThe firm expects Micron to address HBM4 competitive concerns, focusing on the NVIDIA Rubin cycle, and re-emphasize its first calendar quarter 2026 volume and yield ramp. The analyst note highlights Micron’s 11Gbps pin speed and competitive positioning with in-house CMOS base die.\n\nHBM4 mix crossover will be a focus looking into the second half of the year, with ASP uplifts of 20% to 30%. Micron pulled forward its HBM4 volume shipment ahead by a quarter versus prior second calendar quarter 2026 expectations, with all of calendar year 2026 allocated and sold.\n\nThe company is targeting approximately 15,000 wafer starts per month capacity by the end of calendar 2026, representing 30% of HBM output. HBM4E sampling is planned for the second half of 2026 with volume targeted in 2027 and 2028", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": 0.03290986448600197, "ret_signed_m1d": 0.03290986448600197, "alpha_spy_m1d": 0.01749075962779778, "alpha_c_m1d": -0.00032640618155244105, "bench_spy_m1d": 0.015419104858204191, "bench_c_m1d": 0.03323627066755441, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.051264407414635116, "ret_signed_p1d": 0.051264407414635116, "alpha_spy_p1d": 0.056924543167244046, "alpha_c_p1d": 0.05332561963858684, "bench_spy_p1d": -0.00566013575260893, "bench_c_p1d": -0.002061212223951725, "ret_p1w": 0.09601578858849225, "ret_signed_p1w": 0.09601578858849225, "alpha_spy_p1w": 0.10541437210361515, "alpha_c_p1w": 0.07852162823113473, "bench_spy_p1w": -0.009398583515122905, "bench_c_p1w": 0.017494160357357513, "ret_p1m": 0.03803303639975231, "ret_signed_p1m": 0.03803303639975231, "alpha_spy_p1m": 0.015128744936984795, "alpha_c_p1m": -0.08756920869005724, "bench_spy_p1m": 0.022904291462767512, "bench_c_p1m": 0.12560224508980955, "ret_p3m": 1.309814218361156, "ret_signed_p3m": 1.309814218361156, "alpha_spy_p3m": 1.200210108196661, "alpha_c_p3m": 0.7871027497024325, "bench_spy_p3m": 0.10960411016449512, "bench_c_p3m": 0.5227114686587235, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.03803303639975231, "alpha_spy_stated": 0.015128744936984795, "alpha_c_stated": -0.08756920869005724, "price_path": [-0.4143, -0.4266, -0.4439, -0.3871, -0.3442, -0.3179, -0.3187, -0.293, -0.293, -0.2977, -0.2738, -0.2781, -0.2959, -0.2959, -0.2219, -0.2299, -0.1528, -0.1623, -0.1932, -0.1487, -0.1467, -0.1658, -0.1776, -0.1695, -0.1051, -0.1051, -0.0995, -0.0401, -0.0192, -0.0141, -0.0401, 0.0121, 0.0738, 0.0751, 0.0235, 0.0801, 0.0348, -0.064, -0.0554, -0.0263, -0.0539, -0.0792, 0.0123, 0.0213, 0.0156, 0.0156, -0.0137, 0.0385, 0.0296, 0.0563, 0.0385, 0.0312, 0.0583, 0.0252, 0.0173, 0.0181, -0.0633, -0.0113, -0.0205, -0.0865, -0.0395, -0.0055, 0.0329, 0.0, 0.0513, 0.0899, 0.139, 0.1391, 0.096, 0.0433, -0.0025, -0.0242, -0.0574, -0.1231, -0.1187, -0.2058, -0.1662, -0.0921, -0.0961, -0.0961, -0.0677, -0.0681, 0.0038, 0.0403, 0.038, 0.0528, 0.1493, 0.126, 0.1285, 0.1231, 0.1067, 0.1091, 0.2031, 0.1889, 0.2259, 0.2946, 0.2446, 0.2796, 0.2764, 0.3382, 0.4227, 0.58, 0.6452, 0.5959, 0.8432, 0.9629, 0.892, 0.9834, 0.9152, 0.7885, 0.6821, 0.7245, 0.8066, 0.8809, 0.8535, 0.8535, 1.2111, 1.2914, 1.2793, 1.3965, 1.5557, 1.6262, 1.6644, 1.4582, 1.1324, 1.3429, 1.3098, 1.2012, 1.4578, 1.4227, 1.6852, 1.5193, 1.5746, 1.7987, 1.7987, 1.9897, 1.5958, 1.5958, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2034863188148105426", "ticker_idx": 0, "ts": "2026-03-20T05:22:44+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "SK Hynix and Micron made the safer and smarter call. TSMC's 3nm logic is worth the cost and complexity, especially when winning Nvidia is the prize.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "MU and SK Hynix made the smarter HBM4E call partnering with TSMC 3nm; Samsung's in-house approach is the riskier bet.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU $EWY C-HBM4E Base Logic Die Showdown\n\nSamsung is going it alone, betting its 4nm in-house logic and 1C DRAM is good enough to compete while keeping costs down. I think that's the riskier bet. TSMC has spent years building high-performance logic dies for the world's most demanding AI GPUs. Samsung hasn't. And with custom HBM4E integrating memory controllers directly into the stack, the performance bar is higher than ever.\n\nIMO, SK Hynix and Micron made the safer and smarter call. TSMC's 3nm logic is worth the cost and complexity, especially when winning Nvidia is the prize.\n\nMaybe Samsung has a trick up its sleeve. Maybe this is a quiet attempt to revive its struggling foundry business. Either way, we'll see.", "reply_text": null, "parent_text": null, "quoted_text": "$MU Custom HBM4E (C-HBM4E). Literally, the most important HBM transformation that nobody is talking about.\n\nHBM4E is already the next leap beyond HBM4. Faster. Denser. Built on a TSMC base die that acts as the foundation connecting all the DRAM stacks above it.\n\nC-HBM4E takes it https://t.co/aFd89zn12R", "parent_author": null, "ret_m1d": 0.05053203316717414, "ret_signed_m1d": 0.05053203316717414, "alpha_spy_m1d": 0.035987835703030324, "alpha_c_m1d": 0.024072545066761375, "bench_spy_m1d": 0.014544197464143815, "bench_c_m1d": 0.026459488100412765, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04386378691875292, "ret_signed_p1d": -0.04386378691875292, "alpha_spy_p1d": -0.054363778144229324, "alpha_c_p1d": -0.061070199782554124, "bench_spy_p1d": 0.010499991225476402, "bench_c_p1d": 0.0172064128638012, "ret_p1w": -0.15530854978223718, "ret_signed_p1w": -0.15530854978223718, "alpha_spy_p1w": -0.13298248206895535, "alpha_c_p1w": -0.1280434083863955, "bench_spy_p1w": -0.022326067713281827, "bench_c_p1w": -0.027265141395841686, "ret_p1m": 0.060790723610155695, "ret_signed_p1m": 0.060790723610155695, "alpha_spy_p1m": -0.031951650904249895, "alpha_c_p1m": -0.1451145714761286, "bench_spy_p1m": 0.09274237451440559, "bench_c_p1m": 0.2059052950862843, "ret_p3m": 1.4677895269398102, "ret_signed_p3m": 1.4677895269398102, "alpha_spy_p3m": 1.3253376835067485, "alpha_c_p3m": 0.8459930240002109, "bench_spy_p3m": 0.14245184343306172, "bench_c_p3m": 0.6217965029395993, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.060790723610155695, "alpha_spy_stated": -0.031951650904249895, "alpha_c_stated": -0.1451145714761286, "price_path": [-0.347, -0.3224, -0.3224, -0.3269, -0.3039, -0.308, -0.3251, -0.3251, -0.2541, -0.2619, -0.1879, -0.1971, -0.2267, -0.184, -0.1821, -0.2004, -0.2118, -0.204, -0.1422, -0.1422, -0.1369, -0.0799, -0.0599, -0.055, -0.0799, -0.0299, 0.0293, 0.0305, -0.019, 0.0352, -0.0082, -0.1029, -0.0946, -0.0667, -0.0932, -0.1174, -0.0297, -0.0211, -0.0266, -0.0266, -0.0547, -0.0046, -0.0131, 0.0125, -0.0046, -0.0116, 0.0144, -0.0174, -0.0249, -0.0242, -0.1022, -0.0523, -0.0611, -0.1244, -0.0794, -0.0468, -0.01, -0.0415, 0.0076, 0.0447, 0.0917, 0.0918, 0.0505, 0.0, -0.0439, -0.0647, -0.0965, -0.1595, -0.1553, -0.2387, -0.2008, -0.1298, -0.1336, -0.1336, -0.1064, -0.1068, -0.0378, -0.0029, -0.005, 0.0091, 0.1016, 0.0793, 0.0816, 0.0765, 0.0608, 0.0631, 0.1532, 0.1396, 0.1751, 0.2409, 0.193, 0.2265, 0.2234, 0.2827, 0.3637, 0.5145, 0.5769, 0.5297, 0.7667, 0.8814, 0.8134, 0.9011, 0.8357, 0.7143, 0.6123, 0.653, 0.7316, 0.8028, 0.7766, 0.7766, 1.1193, 1.1963, 1.1847, 1.297, 1.4496, 1.5173, 1.5539, 1.3562, 1.0439, 1.2456, 1.214, 1.1098, 1.3558, 1.3221, 1.5738, 1.4147, 1.4678, 1.6826, 1.6826, 1.8657, 1.4881, 1.4881, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2034863188148105426", "ticker_idx": 1, "ts": "2026-03-20T05:22:44+00:00", "symbol": "000660.KS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "SK Hynix and Micron made the safer and smarter call.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "MU and SK Hynix made the smarter HBM4E call partnering with TSMC 3nm; Samsung's in-house approach is the riskier bet.", "resolved_tickers": ["000660.KS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU $EWY C-HBM4E Base Logic Die Showdown\n\nSamsung is going it alone, betting its 4nm in-house logic and 1C DRAM is good enough to compete while keeping costs down. I think that's the riskier bet. TSMC has spent years building high-performance logic dies for the world's most demanding AI GPUs. Samsung hasn't. And with custom HBM4E integrating memory controllers directly into the stack, the performance bar is higher than ever.\n\nIMO, SK Hynix and Micron made the safer and smarter call. TSMC's 3nm logic is worth the cost and complexity, especially when winning Nvidia is the prize.\n\nMaybe Samsung has a trick up its sleeve. Maybe this is a quiet attempt to revive its struggling foundry business. Either way, we'll see.", "reply_text": null, "parent_text": null, "quoted_text": "$MU Custom HBM4E (C-HBM4E). Literally, the most important HBM transformation that nobody is talking about.\n\nHBM4E is already the next leap beyond HBM4. Faster. Denser. 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{"unit_id": "orig:2042413881331761468", "ticker_idx": 0, "ts": "2026-04-10T01:26:30+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Price follows Demand", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Rising AI compute prices in China signal surging demand/tight supply; bullish for compute hardware suppliers NVDA, TSM, MU.", "resolved_tickers": ["NVDA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "$NVDA $TSM $MU $SNDK $LITE Compute Is Getting More Expensive in China. Just remember Price follows Demand.\n\n- Major Chinese cloud and AI providers are raising prices for AI compute services amid surging demand and tightening supply of high-end computing power.\n\n- Tencent Cloud announced around a 5% price increase for its AI compute services as well as Tencent Kubernetes Engine (TKE) and Elastic MapReduce (EMR) products effective May 9 2026.\n\n- Alibaba Cloud is raising prices on compute card products such as the T-head Zhenwu 810E by 5% to 34% and increasing its CPFS (AI computing edition) file storage service by 30% with revisions starting April 18 2026.\n\n- Baidu Cloud is hiking AI compute offerings by about 5% to 30% with adjustments taking effect from 00:00 Beijing time on April 18 2026.\n\n- Zhipu has raised pricing for access to its most advanced AI models by at least 8% coinciding with the launch of GLM-5.1 marking multiple price hikes this year.\n\n- The hikes reflect explosive growth in AI applications driving strong demand while high-end GPU and compute capacity remains limited creating supply-demand imbalances.\n\n- Suppliers are increasingly prioritizing large stable orders and shifting focus toward revenue generation after years of heavy investment in AI infrastructure.\n\n- The trend signals that computing power is becoming a scarce resource in China's AI sector with leading firms leveraging their scale to monetize services more effectively.\n\n- Smaller companies startups and mid-sized firms face higher costs which may force cuts in non-core R&D delay projects or accelerate industry consolidation.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.025022544748339093, "ret_signed_m1d": -0.025022544748339093, "alpha_spy_m1d": -0.025684758411626984, "alpha_c_m1d": -0.009984073656074122, "bench_spy_m1d": 0.0006622136632878917, "bench_c_m1d": -0.015038471092264971, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.003604892099032586, "ret_signed_p1d": 0.003604892099032586, "alpha_spy_p1d": -0.006167555147449155, "alpha_c_p1d": -0.011181757284957738, "bench_spy_p1d": 0.009772447246481741, "bench_c_p1d": 0.014786649383990325, "ret_p1w": 0.06918295888331927, "ret_signed_p1w": 0.06918295888331927, "alpha_spy_p1w": 0.024029407358404198, "alpha_c_p1w": 0.0067401863270097895, "bench_spy_p1w": 0.04515355152491507, "bench_c_p1w": 0.06244277255630948, "ret_p1m": 0.1633355780222414, "ret_signed_p1m": 0.1633355780222414, "alpha_spy_p1m": 0.07526566382182454, "alpha_c_p1m": -0.15581382482850614, "bench_spy_p1m": 0.08806991420041688, "bench_c_p1m": 0.31914940285074755, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.1633355780222414, "alpha_spy_stated": 0.07526566382182454, "alpha_c_stated": -0.15581382482850614, "price_path": [-0.015, -0.0292, -0.0084, -0.0128, -0.0128, -0.056, -0.0282, -0.0201, -0.0051, -0.0115, -0.0006, 0.0153, 0.0205, 0.0132, -0.0161, -0.044, -0.0766, -0.0888, -0.0171, 0.0074, -0.0005, 0.0075, -0.009, -0.0309, -0.0309, -0.0195, -0.0035, -0.0039, 0.0063, 0.0154, 0.0223, 0.0367, -0.0199, -0.0607, -0.0327, -0.0455, -0.0297, -0.0281, -0.0574, -0.0318, -0.0205, -0.0138, -0.0291, -0.0444, -0.0287, -0.0355, -0.0436, -0.0534, -0.0845, -0.0689, -0.0712, -0.0527, -0.0922, -0.1119, -0.1244, -0.0754, -0.0683, -0.0596, -0.0596, -0.0583, -0.0558, -0.0347, -0.025, 0.0, 0.0036, 0.0418, 0.0543, 0.0515, 0.0692, 0.0712, 0.0596, 0.0735, 0.0584, 0.1041, 0.1483, 0.1301, 0.1093, 0.058, 0.0521, 0.0522, 0.0417, 0.1018, 0.1212, 0.1409, 0.1633, 0.1704, 0.1972, 0.2497, 0.1945, 0.1786, 0.1695, 0.1847, 0.1637, 0.1415, 0.1415, 0.1391, 0.1271, 0.1358, 0.1193, 0.1894, 0.1813, 0.1385, 0.1606, 0.0886, 0.1074, 0.105, 0.0637, 0.0874, 0.0891, 0.1276, 0.1008, 0.0862, 0.1183, 0.1183, 0.1074, 0.0617, 0.0617, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2042413881331761468", "ticker_idx": 1, "ts": "2026-04-10T01:26:30+00:00", "symbol": "TSM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Price follows Demand", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Rising AI compute prices in China signal surging demand/tight supply; bullish for compute hardware suppliers NVDA, TSM, MU.", "resolved_tickers": ["TSM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "$NVDA $TSM $MU $SNDK $LITE Compute Is Getting More Expensive in China. Just remember Price follows Demand.\n\n- Major Chinese cloud and AI providers are raising prices for AI compute services amid surging demand and tightening supply of high-end computing power.\n\n- Tencent Cloud announced around a 5% price increase for its AI compute services as well as Tencent Kubernetes Engine (TKE) and Elastic MapReduce (EMR) products effective May 9 2026.\n\n- Alibaba Cloud is raising prices on compute card products such as the T-head Zhenwu 810E by 5% to 34% and increasing its CPFS (AI computing edition) file storage service by 30% with revisions starting April 18 2026.\n\n- Baidu Cloud is hiking AI compute offerings by about 5% to 30% with adjustments taking effect from 00:00 Beijing time on April 18 2026.\n\n- Zhipu has raised pricing for access to its most advanced AI models by at least 8% coinciding with the launch of GLM-5.1 marking multiple price hikes this year.\n\n- The hikes reflect explosive growth in AI applications driving strong demand while high-end GPU and compute capacity remains limited creating supply-demand imbalances.\n\n- Suppliers are increasingly prioritizing large stable orders and shifting focus toward revenue generation after years of heavy investment in AI infrastructure.\n\n- The trend signals that computing power is becoming a scarce resource in China's AI sector with leading firms leveraging their scale to monetize services more effectively.\n\n- Smaller companies startups and mid-sized firms face higher costs which may force cuts in non-core R&D delay projects or accelerate industry consolidation.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.013788429449740569, "ret_signed_m1d": -0.013788429449740569, "alpha_spy_m1d": -0.01445064311302846, "alpha_c_m1d": 0.001250041642524402, "bench_spy_m1d": 0.0006622136632878917, "bench_c_m1d": -0.015038471092264971, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0027792616500851297, "ret_signed_p1d": -0.0027792616500851297, "alpha_spy_p1d": -0.012551708896566871, "alpha_c_p1d": -0.017565911034075454, "bench_spy_p1d": 0.009772447246481741, "bench_c_p1d": 0.014786649383990325, "ret_p1w": -0.00026982081058823937, "ret_signed_p1w": -0.00026982081058823937, "alpha_spy_p1w": -0.04542337233550331, "alpha_c_p1w": -0.06271259336689772, "bench_spy_p1w": 0.04515355152491507, "bench_c_p1w": 0.06244277255630948, "ret_p1m": 0.09158126055264315, "ret_signed_p1m": 0.09158126055264315, "alpha_spy_p1m": 0.0035113463522262744, "alpha_c_p1m": -0.2275681422981044, "bench_spy_p1m": 0.08806991420041688, "bench_c_p1m": 0.31914940285074755, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.09158126055264315, "alpha_spy_stated": 0.0035113463522262744, "alpha_c_stated": -0.2275681422981044, "price_path": [-0.1088, -0.1198, -0.0807, -0.0787, -0.0787, -0.1197, -0.1225, -0.1191, -0.099, -0.1048, -0.0896, -0.079, -0.0864, -0.1105, -0.0815, -0.0966, -0.1235, -0.1101, -0.0613, -0.0437, -0.0262, 0.0066, -0.0095, -0.0142, -0.0142, -0.02, -0.0253, -0.0303, -0.003, -0.0043, 0.038, 0.0433, 0.0139, 0.0079, -0.0068, -0.0498, -0.0382, -0.0479, -0.0881, -0.0617, -0.0661, -0.046, -0.094, -0.0897, -0.0845, -0.0664, -0.0837, -0.0858, -0.1116, -0.0868, -0.0738, -0.0617, -0.12, -0.1183, -0.146, -0.0881, -0.0785, -0.0852, -0.0852, -0.0778, -0.0682, -0.0127, -0.0138, 0.0, -0.0028, 0.0251, 0.0121, -0.0196, -0.0003, -0.0118, -0.0068, 0.0454, 0.0325, 0.086, 0.0928, 0.0587, 0.0627, 0.0687, 0.073, 0.0837, 0.0642, 0.1319, 0.1175, 0.1108, 0.0916, 0.072, 0.0788, 0.1271, 0.0911, 0.0684, 0.0594, 0.0837, 0.0986, 0.0915, 0.0915, 0.1126, 0.1407, 0.1464, 0.1291, 0.1755, 0.2053, 0.1783, 0.2005, 0.1203, 0.1516, 0.1547, 0.1029, 0.1388, 0.1466, 0.1938, 0.1517, 0.1688, 0.2499, 0.2499, 0.2649, 0.1803, 0.1803, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2042413881331761468", "ticker_idx": 2, "ts": "2026-04-10T01:26:30+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Price follows Demand", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Rising AI compute prices in China signal surging demand/tight supply; bullish for compute hardware suppliers NVDA, TSM, MU.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "$NVDA $TSM $MU $SNDK $LITE Compute Is Getting More Expensive in China. Just remember Price follows Demand.\n\n- Major Chinese cloud and AI providers are raising prices for AI compute services amid surging demand and tightening supply of high-end computing power.\n\n- Tencent Cloud announced around a 5% price increase for its AI compute services as well as Tencent Kubernetes Engine (TKE) and Elastic MapReduce (EMR) products effective May 9 2026.\n\n- Alibaba Cloud is raising prices on compute card products such as the T-head Zhenwu 810E by 5% to 34% and increasing its CPFS (AI computing edition) file storage service by 30% with revisions starting April 18 2026.\n\n- Baidu Cloud is hiking AI compute offerings by about 5% to 30% with adjustments taking effect from 00:00 Beijing time on April 18 2026.\n\n- Zhipu has raised pricing for access to its most advanced AI models by at least 8% coinciding with the launch of GLM-5.1 marking multiple price hikes this year.\n\n- The hikes reflect explosive growth in AI applications driving strong demand while high-end GPU and compute capacity remains limited creating supply-demand imbalances.\n\n- Suppliers are increasingly prioritizing large stable orders and shifting focus toward revenue generation after years of heavy investment in AI infrastructure.\n\n- The trend signals that computing power is becoming a scarce resource in China's AI sector with leading firms leveraging their scale to monetize services more effectively.\n\n- Smaller companies startups and mid-sized firms face higher costs which may force cuts in non-core R&D delay projects or accelerate industry consolidation.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.002187435354490175, "ret_signed_m1d": 0.002187435354490175, "alpha_spy_m1d": 0.0015252216912022831, "alpha_c_m1d": 0.017225906446755146, "bench_spy_m1d": 0.0006622136632878917, "bench_c_m1d": -0.015038471092264971, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.014194349063659129, "ret_signed_p1d": 0.014194349063659129, "alpha_spy_p1d": 0.004421901817177387, "alpha_c_p1d": -0.0005923003203311961, "bench_spy_p1d": 0.009772447246481741, "bench_c_p1d": 0.014786649383990325, "ret_p1w": 0.08198010244311149, "ret_signed_p1w": 0.08198010244311149, "alpha_spy_p1w": 0.03682655091819642, "alpha_c_p1w": 0.019537329886802013, "bench_spy_p1w": 0.04515355152491507, "bench_c_p1w": 0.06244277255630948, "ret_p1m": 0.890986528483424, "ret_signed_p1m": 0.890986528483424, "alpha_spy_p1m": 0.8029166142830071, "alpha_c_p1m": 0.5718371256326764, "bench_spy_p1m": 0.08806991420041688, "bench_c_p1m": 0.31914940285074755, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.890986528483424, "alpha_spy_stated": 0.8029166142830071, "alpha_c_stated": 0.5718371256326764, "price_path": [-0.1964, -0.2078, -0.2, -0.1379, -0.1379, -0.1325, -0.0752, -0.0551, -0.0502, -0.0753, -0.025, 0.0345, 0.0357, -0.014, 0.0405, -0.0032, -0.0983, -0.09, -0.062, -0.0886, -0.1129, -0.0248, -0.0162, -0.0216, -0.0216, -0.0499, 0.0004, -0.0081, 0.0176, 0.0005, -0.0066, 0.0196, -0.0124, -0.02, -0.0192, -0.0976, -0.0475, -0.0564, -0.1199, -0.0747, -0.042, -0.0049, -0.0366, 0.0127, 0.05, 0.0973, 0.0974, 0.0559, 0.0051, -0.039, -0.06, -0.0919, -0.1552, -0.151, -0.2349, -0.1967, -0.1254, -0.1292, -0.1292, -0.1018, -0.1023, -0.033, 0.0022, 0.0, 0.0142, 0.1072, 0.0847, 0.0871, 0.082, 0.0662, 0.0685, 0.159, 0.1453, 0.181, 0.2472, 0.199, 0.2327, 0.2296, 0.2892, 0.3706, 0.5221, 0.5849, 0.5374, 0.7756, 0.891, 0.8226, 0.9107, 0.8451, 0.723, 0.6204, 0.6613, 0.7404, 0.812, 0.7856, 0.7856, 1.1301, 1.2074, 1.1958, 1.3087, 1.462, 1.53, 1.5668, 1.3681, 1.0543, 1.257, 1.2252, 1.1205, 1.3678, 1.3339, 1.5868, 1.427, 1.4803, 1.6962, 1.6962, 1.8802, 1.5007, 1.5007, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2042437683797184706", "ticker_idx": 0, "ts": "2026-04-10T03:01:05+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Every rack runs on HBM. The physical layer doesn't care who wins the model war.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long MU/TSM/AVGO: AI chip demand from OpenAI and Anthropic flows inevitably through Broadcom ASICs, TSMC fabs, and HBM memory regardless of model-war outcome.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU $TSM $DRAM $AVGO\n\nOpenAI and Anthropic are both ordering custom ASICs through Broadcom. Every chip flows through TSMC. Every rack runs on HBM. The physical layer doesn't care who wins the model war.\n\n-OpenAI is developing its first custom AI chip for internal use only, set to launch in 2026, in partnership with Broadcom. The chip design is being finalized for fabrication by TSMC.  \n\n-Broadcom reveals mystery $10B customer is AnthropicBroadcom CEO Hock Tan confirmed on the Q4 2025 earnings call that the previously unnamed $10B mystery customer from September was Anthropic.  Anthropic placed a $10B order for the latest Google TPU Ironwood racks (full server racks, not just chips) + an additional $11B order in the same quarter. \n\n-Broadcom CEO Hock Tan confirmed on the Q4 2025 earnings call that the previously unnamed $10B mystery customer from September was Anthropic.  Anthropic placed a $10B order for the latest Google TPU Ironwood racks (full server racks, not just chips) + an additional $11B order in the same quarter. \n\n-This makes Anthropic Broadcom’s fourth XPU customer (Broadcom also landed a fifth undisclosed $1B customer).", "reply_text": null, "parent_text": null, "quoted_text": "135,000 AI-written code commits. Per day. Just from Claude. That was 3,000 thirteen months ago.\n\nEach commit is a compute event. Compute events consume memory. Memory demand flows to $MU. Fabrication flows to $TSM.\n\nSilicon is eating software. https://t.co/JmUIzGgZ3x", "parent_author": null, "ret_m1d": 0.002187435354490175, "ret_signed_m1d": 0.002187435354490175, "alpha_spy_m1d": 0.0015252216912022831, "alpha_c_m1d": 0.017225906446755146, "bench_spy_m1d": 0.0006622136632878917, "bench_c_m1d": -0.015038471092264971, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.014194349063659129, "ret_signed_p1d": 0.014194349063659129, "alpha_spy_p1d": 0.004421901817177387, "alpha_c_p1d": -0.0005923003203311961, "bench_spy_p1d": 0.009772447246481741, "bench_c_p1d": 0.014786649383990325, "ret_p1w": 0.08198010244311149, "ret_signed_p1w": 0.08198010244311149, "alpha_spy_p1w": 0.03682655091819642, "alpha_c_p1w": 0.019537329886802013, "bench_spy_p1w": 0.04515355152491507, "bench_c_p1w": 0.06244277255630948, "ret_p1m": 0.890986528483424, "ret_signed_p1m": 0.890986528483424, "alpha_spy_p1m": 0.8029166142830071, "alpha_c_p1m": 0.5718371256326764, "bench_spy_p1m": 0.08806991420041688, "bench_c_p1m": 0.31914940285074755, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.890986528483424, "alpha_spy_stated": 0.8029166142830071, "alpha_c_stated": 0.5718371256326764, "price_path": [-0.1964, -0.2078, -0.2, -0.1379, -0.1379, -0.1325, -0.0752, -0.0551, -0.0502, -0.0753, -0.025, 0.0345, 0.0357, -0.014, 0.0405, -0.0032, -0.0983, -0.09, -0.062, -0.0886, -0.1129, -0.0248, -0.0162, -0.0216, -0.0216, -0.0499, 0.0004, -0.0081, 0.0176, 0.0005, -0.0066, 0.0196, -0.0124, -0.02, -0.0192, -0.0976, -0.0475, -0.0564, -0.1199, -0.0747, -0.042, -0.0049, -0.0366, 0.0127, 0.05, 0.0973, 0.0974, 0.0559, 0.0051, -0.039, -0.06, -0.0919, -0.1552, -0.151, -0.2349, -0.1967, -0.1254, -0.1292, -0.1292, -0.1018, -0.1023, -0.033, 0.0022, 0.0, 0.0142, 0.1072, 0.0847, 0.0871, 0.082, 0.0662, 0.0685, 0.159, 0.1453, 0.181, 0.2472, 0.199, 0.2327, 0.2296, 0.2892, 0.3706, 0.5221, 0.5849, 0.5374, 0.7756, 0.891, 0.8226, 0.9107, 0.8451, 0.723, 0.6204, 0.6613, 0.7404, 0.812, 0.7856, 0.7856, 1.1301, 1.2074, 1.1958, 1.3087, 1.462, 1.53, 1.5668, 1.3681, 1.0543, 1.257, 1.2252, 1.1205, 1.3678, 1.3339, 1.5868, 1.427, 1.4803, 1.6962, 1.6962, 1.8802, 1.5007, 1.5007, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2042437683797184706", "ticker_idx": 1, "ts": "2026-04-10T03:01:05+00:00", "symbol": "TSM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Every chip flows through TSMC. The physical layer doesn't care who wins the model war.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long MU/TSM/AVGO: AI chip demand from OpenAI and Anthropic flows inevitably through Broadcom ASICs, TSMC fabs, and HBM memory regardless of model-war outcome.", "resolved_tickers": ["TSM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU $TSM $DRAM $AVGO\n\nOpenAI and Anthropic are both ordering custom ASICs through Broadcom. Every chip flows through TSMC. Every rack runs on HBM. The physical layer doesn't care who wins the model war.\n\n-OpenAI is developing its first custom AI chip for internal use only, set to launch in 2026, in partnership with Broadcom. The chip design is being finalized for fabrication by TSMC.  \n\n-Broadcom reveals mystery $10B customer is AnthropicBroadcom CEO Hock Tan confirmed on the Q4 2025 earnings call that the previously unnamed $10B mystery customer from September was Anthropic.  Anthropic placed a $10B order for the latest Google TPU Ironwood racks (full server racks, not just chips) + an additional $11B order in the same quarter. \n\n-Broadcom CEO Hock Tan confirmed on the Q4 2025 earnings call that the previously unnamed $10B mystery customer from September was Anthropic.  Anthropic placed a $10B order for the latest Google TPU Ironwood racks (full server racks, not just chips) + an additional $11B order in the same quarter. \n\n-This makes Anthropic Broadcom’s fourth XPU customer (Broadcom also landed a fifth undisclosed $1B customer).", "reply_text": null, "parent_text": null, "quoted_text": "135,000 AI-written code commits. Per day. Just from Claude. That was 3,000 thirteen months ago.\n\nEach commit is a compute event. Compute events consume memory. Memory demand flows to $MU. Fabrication flows to $TSM.\n\nSilicon is eating software. https://t.co/JmUIzGgZ3x", "parent_author": null, "ret_m1d": -0.013788429449740569, "ret_signed_m1d": -0.013788429449740569, "alpha_spy_m1d": -0.01445064311302846, "alpha_c_m1d": 0.001250041642524402, "bench_spy_m1d": 0.0006622136632878917, "bench_c_m1d": -0.015038471092264971, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0027792616500851297, "ret_signed_p1d": -0.0027792616500851297, "alpha_spy_p1d": -0.012551708896566871, "alpha_c_p1d": -0.017565911034075454, "bench_spy_p1d": 0.009772447246481741, "bench_c_p1d": 0.014786649383990325, "ret_p1w": -0.00026982081058823937, "ret_signed_p1w": -0.00026982081058823937, "alpha_spy_p1w": -0.04542337233550331, "alpha_c_p1w": -0.06271259336689772, "bench_spy_p1w": 0.04515355152491507, "bench_c_p1w": 0.06244277255630948, "ret_p1m": 0.09158126055264315, "ret_signed_p1m": 0.09158126055264315, "alpha_spy_p1m": 0.0035113463522262744, "alpha_c_p1m": -0.2275681422981044, "bench_spy_p1m": 0.08806991420041688, "bench_c_p1m": 0.31914940285074755, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.09158126055264315, "alpha_spy_stated": 0.0035113463522262744, "alpha_c_stated": -0.2275681422981044, "price_path": [-0.1088, -0.1198, -0.0807, -0.0787, -0.0787, -0.1197, -0.1225, -0.1191, -0.099, -0.1048, -0.0896, -0.079, -0.0864, -0.1105, -0.0815, -0.0966, -0.1235, -0.1101, -0.0613, -0.0437, -0.0262, 0.0066, -0.0095, -0.0142, -0.0142, -0.02, -0.0253, -0.0303, -0.003, -0.0043, 0.038, 0.0433, 0.0139, 0.0079, -0.0068, -0.0498, -0.0382, -0.0479, -0.0881, -0.0617, -0.0661, -0.046, -0.094, -0.0897, -0.0845, -0.0664, -0.0837, -0.0858, -0.1116, -0.0868, -0.0738, -0.0617, -0.12, -0.1183, -0.146, -0.0881, -0.0785, -0.0852, -0.0852, -0.0778, -0.0682, -0.0127, -0.0138, 0.0, -0.0028, 0.0251, 0.0121, -0.0196, -0.0003, -0.0118, -0.0068, 0.0454, 0.0325, 0.086, 0.0928, 0.0587, 0.0627, 0.0687, 0.073, 0.0837, 0.0642, 0.1319, 0.1175, 0.1108, 0.0916, 0.072, 0.0788, 0.1271, 0.0911, 0.0684, 0.0594, 0.0837, 0.0986, 0.0915, 0.0915, 0.1126, 0.1407, 0.1464, 0.1291, 0.1755, 0.2053, 0.1783, 0.2005, 0.1203, 0.1516, 0.1547, 0.1029, 0.1388, 0.1466, 0.1938, 0.1517, 0.1688, 0.2499, 0.2499, 0.2649, 0.1803, 0.1803, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2042437683797184706", "ticker_idx": 2, "ts": "2026-04-10T03:01:05+00:00", "symbol": "AVGO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "OpenAI and Anthropic are both ordering custom ASICs through Broadcom.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long MU/TSM/AVGO: AI chip demand from OpenAI and Anthropic flows inevitably through Broadcom ASICs, TSMC fabs, and HBM memory regardless of model-war outcome.", "resolved_tickers": ["AVGO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU $TSM $DRAM $AVGO\n\nOpenAI and Anthropic are both ordering custom ASICs through Broadcom. Every chip flows through TSMC. Every rack runs on HBM. The physical layer doesn't care who wins the model war.\n\n-OpenAI is developing its first custom AI chip for internal use only, set to launch in 2026, in partnership with Broadcom. The chip design is being finalized for fabrication by TSMC.  \n\n-Broadcom reveals mystery $10B customer is AnthropicBroadcom CEO Hock Tan confirmed on the Q4 2025 earnings call that the previously unnamed $10B mystery customer from September was Anthropic.  Anthropic placed a $10B order for the latest Google TPU Ironwood racks (full server racks, not just chips) + an additional $11B order in the same quarter. \n\n-Broadcom CEO Hock Tan confirmed on the Q4 2025 earnings call that the previously unnamed $10B mystery customer from September was Anthropic.  Anthropic placed a $10B order for the latest Google TPU Ironwood racks (full server racks, not just chips) + an additional $11B order in the same quarter. \n\n-This makes Anthropic Broadcom’s fourth XPU customer (Broadcom also landed a fifth undisclosed $1B customer).", "reply_text": null, "parent_text": null, "quoted_text": "135,000 AI-written code commits. Per day. Just from Claude. That was 3,000 thirteen months ago.\n\nEach commit is a compute event. Compute events consume memory. Memory demand flows to $MU. Fabrication flows to $TSM.\n\nSilicon is eating software. https://t.co/JmUIzGgZ3x", "parent_author": null, "ret_m1d": -0.044785286520878986, "ret_signed_m1d": -0.044785286520878986, "alpha_spy_m1d": -0.04544750018416688, "alpha_c_m1d": -0.029746815428614015, "bench_spy_m1d": 0.0006622136632878917, "bench_c_m1d": -0.015038471092264971, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.022069790899108988, "ret_signed_p1d": 0.022069790899108988, "alpha_spy_p1d": 0.012297343652627246, "alpha_c_p1d": 0.007283141515118663, "bench_spy_p1d": 0.009772447246481741, "bench_c_p1d": 0.014786649383990325, "ret_p1w": 0.09417318328808566, "ret_signed_p1w": 0.09417318328808566, "alpha_spy_p1w": 0.04901963176317059, "alpha_c_p1w": 0.03173041073177618, "bench_spy_p1w": 0.04515355152491507, "bench_c_p1w": 0.06244277255630948, "ret_p1m": 0.1530884536494821, "ret_signed_p1m": 0.1530884536494821, "alpha_spy_p1m": 0.06501853944906522, "alpha_c_p1m": -0.16606094920126546, "bench_spy_p1m": 0.08806991420041688, "bench_c_p1m": 0.31914940285074755, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.1530884536494821, "alpha_spy_stated": 0.06501853944906522, "alpha_c_stated": -0.16606094920126546, "price_path": [-0.0476, -0.0871, -0.0787, -0.0554, -0.0554, -0.1067, -0.1169, -0.1258, -0.1404, -0.1275, -0.1062, -0.105, -0.1117, -0.1102, -0.1107, -0.1397, -0.1726, -0.166, -0.1058, -0.0762, -0.0856, -0.0794, -0.1105, -0.1267, -0.1267, -0.1069, -0.1043, -0.103, -0.1066, -0.1128, -0.1258, -0.1075, -0.136, -0.1418, -0.1437, -0.1571, -0.1472, -0.1062, -0.1124, -0.0714, -0.0799, -0.0826, -0.0977, -0.1347, -0.1273, -0.137, -0.1515, -0.141, -0.166, -0.132, -0.1433, -0.1419, -0.1672, -0.1907, -0.2103, -0.167, -0.1563, -0.1534, -0.1534, -0.1537, -0.1011, -0.0563, -0.0448, 0.0, 0.0221, 0.0248, 0.0677, 0.0725, 0.0942, 0.0756, 0.0824, 0.1375, 0.1302, 0.1378, 0.1256, 0.0761, 0.0912, 0.1235, 0.1338, 0.121, 0.1502, 0.145, 0.1104, 0.1573, 0.1531, 0.1285, 0.1218, 0.1837, 0.1444, 0.1323, 0.1064, 0.1244, 0.1158, 0.1146, 0.1146, 0.1358, 0.1354, 0.1481, 0.2024, 0.238, 0.2961, 0.2898, 0.1275, 0.0382, 0.0674, 0.0555, 0.0015, 0.0377, 0.0283, 0.0603, 0.0139, 0.0575, 0.1071, 0.1071, 0.0571, 0.0248, 0.0248, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2039793091658616886", "ticker_idx": 0, "ts": "2026-04-02T19:52:25+00:00", "symbol": "AMD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I started to load up some $AMD and $INTC. Agentic AI should drive them higher.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Buying AMD and INTC; expects Agentic AI to drive both higher.", "resolved_tickers": ["AMD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@MikeLongTerm I started to load up some $AMD and $INTC. Agentic AI should drive them higher.", "reply_text": null, "parent_text": "@TradexWhisperer $AMD is trading at 16-20x forward P/S, and the cheapest Semi stock with highest growth in term of %", "quoted_text": null, "parent_author": "MikeLongTerm", "ret_m1d": -0.033517210510955464, "ret_signed_m1d": -0.033517210510955464, "alpha_spy_m1d": -0.03261756107752378, "alpha_c_m1d": -0.03262506609572968, "bench_spy_m1d": -0.0008996494334316818, "bench_c_m1d": -0.0008921444152257818, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0, "ret_signed_p1d": 0.0, "alpha_spy_p1d": 0.0, "alpha_c_p1d": 0.0, "bench_spy_p1d": 0.0, "bench_c_p1d": 0.0, "ret_p1w": 0.08799999719378593, "ret_signed_p1w": 0.08799999719378593, "alpha_spy_p1w": 0.05128325296555669, "alpha_c_p1w": -0.008834193072170926, "bench_spy_p1w": 0.03671674422822924, "bench_c_p1w": 0.09683419026595685, "ret_p1m": 0.6576552117007903, "ret_signed_p1m": 0.6576552117007903, "alpha_spy_p1m": 0.5588186164773485, "alpha_c_p1m": 0.3581548094618183, "bench_spy_p1m": 0.09883659522344179, "bench_c_p1m": 0.299500402238972, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.6576552117007903, "alpha_spy_stated": 0.5588186164773485, "alpha_c_stated": 0.3581548094618183, "price_path": [0.0165, -0.0145, -0.0344, -0.0589, -0.0659, -0.0451, 0.016, 0.028, 0.0479, 0.0659, 0.0659, 0.0663, 0.1485, 0.1666, 0.1939, 0.1554, 0.1588, 0.162, 0.1594, 0.0884, 0.1323, 0.1131, -0.0796, -0.1149, -0.0417, -0.0069, -0.0181, -0.018, -0.0531, -0.0468, -0.0468, -0.0663, -0.0799, -0.065, -0.0798, -0.0961, -0.0168, -0.0305, -0.0635, -0.0795, -0.0868, -0.1221, -0.0709, -0.083, -0.1153, -0.0681, -0.0656, -0.0583, -0.0909, -0.1109, -0.0962, -0.0974, -0.0829, -0.0562, -0.0743, -0.0681, -0.0558, 0.0127, -0.0631, -0.0713, -0.0987, -0.0647, -0.0335, 0.0, 0.0, 0.0123, 0.0185, 0.0658, 0.088, 0.1266, 0.1349, 0.1727, 0.1868, 0.2794, 0.28, 0.2641, 0.308, 0.3952, 0.4038, 0.5991, 0.5385, 0.486, 0.5499, 0.6298, 0.6577, 0.5703, 0.6334, 0.9374, 0.878, 1.0928, 1.1094, 1.0611, 1.0483, 1.0676, 0.9499, 0.9356, 0.9037, 1.0578, 1.0671, 1.1495, 1.1495, 1.3167, 1.2783, 1.382, 1.3729, 1.3454, 1.3979, 1.4943, 1.4055, 1.1443, 1.2544, 1.1863, 1.08, 1.2457, 1.352, 1.5161, 1.3324, 1.3562, 1.4707, 1.4707, 1.5362, 1.3901, 1.3901, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2039793091658616886", "ticker_idx": 1, "ts": "2026-04-02T19:52:25+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I started to load up some $AMD and $INTC. Agentic AI should drive them higher.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Buying AMD and INTC; expects Agentic AI to drive both higher.", "resolved_tickers": ["INTC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@MikeLongTerm I started to load up some $AMD and $INTC. Agentic AI should drive them higher.", "reply_text": null, "parent_text": "@TradexWhisperer $AMD is trading at 16-20x forward P/S, and the cheapest Semi stock with highest growth in term of %", "quoted_text": null, "parent_author": "MikeLongTerm", "ret_m1d": -0.04664553868589816, "ret_signed_m1d": -0.04664553868589816, "alpha_spy_m1d": -0.045745889252466476, "alpha_c_m1d": -0.045753394270672376, "bench_spy_m1d": -0.0008996494334316818, "bench_c_m1d": -0.0008921444152257818, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0, "ret_signed_p1d": 0.0, "alpha_spy_p1d": 0.0, "alpha_c_p1d": 0.0, "bench_spy_p1d": 0.0, "bench_c_p1d": 0.0, "ret_p1w": 0.22508931941577126, "ret_signed_p1w": 0.22508931941577126, "alpha_spy_p1w": 0.18837257518754202, "alpha_c_p1w": 0.1282551291498144, "bench_spy_p1w": 0.03671674422822924, "bench_c_p1w": 0.09683419026595685, "ret_p1m": 0.9773719855998588, "ret_signed_p1m": 0.9773719855998588, "alpha_spy_p1m": 0.878535390376417, "alpha_c_p1m": 0.6778715833608868, "bench_spy_p1m": 0.09883659522344179, "bench_c_p1m": 0.299500402238972, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.9773719855998588, "alpha_spy_stated": 0.878535390376417, "alpha_c_stated": 0.6778715833608868, "price_path": [-0.2185, -0.2052, -0.1538, -0.184, -0.0959, -0.1254, -0.0613, -0.0329, -0.0409, -0.0679, -0.0679, -0.0361, 0.0768, 0.0782, -0.1054, -0.1566, -0.128, -0.0318, -0.0341, -0.0776, -0.0312, -0.0224, -0.0353, -0.0425, 0.0042, -0.0028, -0.0645, -0.0415, -0.0774, -0.0713, -0.0713, -0.0834, -0.0977, -0.1143, -0.1245, -0.134, -0.0846, -0.0695, -0.0977, -0.0947, -0.0969, -0.1445, -0.0953, -0.0879, -0.1382, -0.0953, -0.0715, -0.0476, -0.1018, -0.0915, -0.0917, -0.1254, -0.1062, -0.0834, -0.1292, -0.1264, -0.1254, -0.0635, -0.1247, -0.1439, -0.1824, -0.1241, -0.0466, 0.0, 0.0, 0.0079, 0.0502, 0.1701, 0.2251, 0.2382, 0.2938, 0.2666, 0.289, 0.3597, 0.3597, 0.3041, 0.3152, 0.2956, 0.3255, 0.6383, 0.687, 0.6776, 0.8807, 0.8753, 0.9774, 0.9012, 1.1467, 1.2432, 1.1759, 1.4796, 1.5693, 1.394, 1.3877, 1.3011, 1.159, 1.1471, 1.1993, 1.3613, 1.3521, 1.3787, 1.3787, 1.4518, 1.417, 1.3996, 1.2763, 1.1701, 1.1423, 1.2372, 1.2187, 0.9684, 1.1888, 1.1421, 1.1247, 1.3216, 1.4726, 1.5379, 1.3233, 1.4037, 1.6596, 1.6596, 1.7975, 1.6256, 1.6256, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2051672761777766898", "ticker_idx": 0, "ts": "2026-05-05T14:37:59+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Even at $1000. The forward PE is still very cheap. 5 year LTAs yet be priced in.", "tweet_type": "prediction", "timeline": "months", "summary": "Bullish MU: even at $1000, forward PE still cheap with 5-year LTAs not yet priced in.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@Mor34832Morgan Even at $1000. The forward PE is still very cheap. 5 year LTAs yet be priced in.", "reply_text": null, "parent_text": "@TradexWhisperer I didn't think we'd get this far this fast on $MU but I'm pleasantly surprised. $1000 might happen before summer even starts. That's insane.", "quoted_text": null, "parent_author": "Mor34832Morgan", "ret_m1d": -0.09957825489604055, "ret_signed_m1d": -0.09957825489604055, "alpha_spy_m1d": -0.0916198701547658, "alpha_c_m1d": -0.06915870636398924, "bench_spy_m1d": -0.007958384741274749, "bench_c_m1d": -0.03041954853205131, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.04122151537838992, "ret_signed_p1d": 0.04122151537838992, "alpha_spy_p1d": 0.027322115685615822, "alpha_c_p1d": -0.010568278185249858, "bench_spy_p1d": 0.013899399692774095, "bench_c_p1d": 0.051789793563639774, "ret_p1w": 0.19740706415660458, "ret_signed_p1w": 0.19740706415660458, "alpha_spy_p1w": 0.17749749027809814, "alpha_c_p1w": 0.12363485237048688, "bench_spy_p1w": 0.019909573878506448, "bench_c_p1w": 0.0737722117861177, "ret_p1m": 0.6863010398380709, "ret_signed_p1m": 0.6863010398380709, "alpha_spy_p1m": 0.6442020892068576, "alpha_c_p1m": 0.46588354297658974, "bench_spy_p1m": 0.04209895063121327, "bench_c_p1m": 0.22041749686148115, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.6863010398380709, "alpha_spy_stated": 0.6442020892068576, "alpha_c_stated": 0.46588354297658974, "price_path": [-0.4022, -0.3837, -0.4012, -0.4172, -0.3593, -0.3536, -0.3573, -0.3573, -0.3758, -0.3427, -0.3484, -0.3315, -0.3427, -0.3473, -0.3302, -0.3512, -0.3561, -0.3557, -0.4072, -0.3743, -0.3801, -0.4218, -0.3921, -0.3706, -0.3463, -0.3671, -0.3347, -0.3102, -0.2791, -0.2791, -0.3063, -0.3397, -0.3687, -0.3824, -0.4034, -0.445, -0.4423, -0.4973, -0.4723, -0.4254, -0.4279, -0.4279, -0.4099, -0.4102, -0.3647, -0.3416, -0.343, -0.3337, -0.2726, -0.2874, -0.2858, -0.2892, -0.2996, -0.2981, -0.2386, -0.2475, -0.2241, -0.1806, -0.2123, -0.1902, -0.1922, -0.1531, -0.0996, 0.0, 0.0412, 0.01, 0.1665, 0.2423, 0.1974, 0.2553, 0.2121, 0.1319, 0.0646, 0.0914, 0.1434, 0.1904, 0.1731, 0.1731, 0.3994, 0.4502, 0.4425, 0.5167, 0.6175, 0.6621, 0.6863, 0.5558, 0.3496, 0.4828, 0.4619, 0.3931, 0.5556, 0.5333, 0.6995, 0.5944, 0.6295, 0.7713, 0.7713, 0.8922, 0.6429, 0.6429, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2036300112553714056", "ticker_idx": 0, "ts": "2026-03-24T04:32:34+00:00", "symbol": "TER", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I second TER", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Endorses TER as a testing-sector pick.", "resolved_tickers": ["TER"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductor Equipment & Materials'", "bench_c_industry": "Semiconductor Equipment & Materials", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@khawatmiTradez I second TER", "reply_text": null, "parent_text": "@TradexWhisperer You forgot testing: $ter & $aehr", "quoted_text": null, "parent_author": "khawatmiTradez", "ret_m1d": -0.05066539593995567, "ret_signed_m1d": -0.05066539593995567, "alpha_spy_m1d": -0.05403351657323574, "alpha_c_m1d": -0.042479656270158705, "bench_spy_m1d": 0.0033681206332800695, "bench_c_m1d": -0.008185739669796965, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.01005799136938279, "ret_signed_p1d": 0.01005799136938279, "alpha_spy_p1d": 0.004485303125334239, "alpha_c_p1d": -0.001168833225500876, "bench_spy_p1d": 0.0055726882440485515, "bench_c_p1d": 0.011226824594883666, "ret_p1w": -0.07396779520269514, "ret_signed_p1w": -0.07396779520269514, "alpha_spy_p1w": -0.06961983551446738, "alpha_c_p1w": -0.04560923937193817, "bench_spy_p1w": -0.004347959688227765, "bench_c_p1w": -0.02835855583075697, "ret_p1m": 0.20316099308932678, "ret_signed_p1m": 0.20316099308932678, "alpha_spy_p1m": 0.1143186608943767, "alpha_c_p1m": -0.005257849247345625, "bench_spy_p1m": 0.08884233219495008, "bench_c_p1m": 0.2084188423366724, "ret_p3m": 0.36841808638017204, "ret_signed_p3m": 0.36841808638017204, "alpha_spy_p3m": 0.2222351679755925, "alpha_c_p3m": -0.3039000438487349, "bench_spy_p3m": 0.14618291840457953, "bench_c_p3m": 0.672318130228907, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.20316099308932678, "alpha_spy_stated": 0.1143186608943767, "alpha_c_stated": -0.005257849247345625, "price_path": [-0.3801, -0.379, -0.3838, -0.3859, -0.3956, -0.3956, -0.3519, -0.3146, -0.2855, -0.3053, -0.3246, -0.3216, -0.2995, -0.2841, -0.2813, -0.289, -0.2876, -0.2876, -0.3007, -0.276, -0.2845, -0.2844, -0.2764, -0.254, -0.2179, -0.2136, -0.2474, -0.2209, -0.1164, -0.1599, -0.1534, -0.063, -0.032, -0.048, 0.0037, -0.0289, -0.0171, -0.0171, -0.0456, -0.0166, -0.0132, 0.0147, -0.0051, 0.028, 0.0708, 0.0392, -0.0003, 0.0178, -0.0497, -0.0467, -0.0455, -0.1471, -0.074, -0.0605, -0.0567, -0.1047, -0.1053, -0.0683, -0.0648, -0.0627, -0.0554, -0.0916, -0.0507, 0.0, 0.0101, -0.0712, -0.0766, -0.1368, -0.074, -0.0248, -0.0329, -0.0329, -0.0147, 0.0011, 0.1192, 0.1377, 0.1495, 0.1562, 0.1417, 0.14, 0.143, 0.1882, 0.172, 0.1868, 0.2032, 0.2525, 0.3059, 0.2557, 0.1874, -0.0431, 0.0729, 0.079, 0.054, 0.1154, 0.1947, 0.1061, 0.1238, 0.1452, 0.1197, 0.1351, 0.1137, 0.0554, 0.0028, 0.0043, 0.0756, 0.1044, 0.1201, 0.1201, 0.216, 0.1744, 0.1957, 0.1696, 0.1545, 0.2269, 0.2801, 0.2714, 0.1185, 0.1708, 0.1537, 0.0862, 0.1918, 0.2599, 0.3512, 0.2791, 0.2767, 0.3684, 0.3684, 0.428, 0.3128, 0.3128, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2039877407671533783", "ticker_idx": 0, "ts": "2026-04-03T01:27:27+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Can't be bullish enough on $MU $SNDK $TSM $LITE $GLW $COHR", "tweet_type": "prediction", "timeline": "years", "summary": "Extremely bullish on storage, bandwidth, glass, and light infrastructure plays as AI demand explodes: MU, SNDK, TSM, LITE, GLW, COHR.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "Books become movies in a single prompt. Anyone can do it.\n\nWe are in the earliest innings of what AI will consume. Storage. Bandwidth. Glass. Light.\n\nCan't be bullish enough on $MU $SNDK $TSM $LITE $GLW $COHR.\n\nhttps://t.co/XxAKwUlbd5", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.030495603646339964, "ret_signed_m1d": -0.030495603646339964, "alpha_spy_m1d": -0.025790996511681596, "alpha_c_m1d": -0.02125270359945919, "bench_spy_m1d": -0.004704607134658367, "bench_c_m1d": -0.009242900046880775, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.00047655439619209705, "ret_signed_p1d": -0.00047655439619209705, "alpha_spy_p1d": -0.0009165549608193269, "alpha_c_p1d": -0.010376000836410548, "bench_spy_p1d": 0.0004400005646272298, "bench_c_p1d": 0.009899446440218451, "ret_p1w": 0.12918251411324855, "ret_signed_p1w": 0.12918251411324855, "alpha_spy_p1w": 0.08794903781533048, "alpha_c_p1w": 0.00958055432342042, "bench_spy_p1w": 0.04123347629791807, "bench_c_p1w": 0.11960195978982813, "ret_p1m": 0.6947267991766328, "ret_signed_p1m": 0.6947267991766328, "alpha_spy_p1m": 0.5963248240217132, "alpha_c_p1m": 0.3747359210020953, "bench_spy_p1m": 0.09840197515491966, "bench_c_p1m": 0.31999087817453753, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.1015, -0.1347, -0.0869, -0.0848, -0.1053, -0.1179, -0.1093, -0.0401, -0.0401, -0.0342, 0.0296, 0.052, 0.0575, 0.0296, 0.0855, 0.1518, 0.1531, 0.0978, 0.1585, 0.1099, 0.0039, 0.0132, 0.0444, 0.0148, -0.0124, 0.0858, 0.0954, 0.0893, 0.0893, 0.0578, 0.1139, 0.1043, 0.133, 0.1139, 0.1061, 0.1352, 0.0996, 0.0912, 0.092, 0.0047, 0.0605, 0.0506, -0.0202, 0.0302, 0.0667, 0.1079, 0.0726, 0.1276, 0.169, 0.2217, 0.2218, 0.1756, 0.119, 0.0699, 0.0466, 0.011, -0.0594, -0.0548, -0.1481, -0.1057, -0.0262, -0.0305, -0.0305, 0.0, -0.0005, 0.0767, 0.1158, 0.1134, 0.1292, 0.2327, 0.2077, 0.2104, 0.2047, 0.187, 0.1896, 0.2904, 0.2752, 0.3149, 0.3886, 0.3349, 0.3725, 0.369, 0.4353, 0.526, 0.6947, 0.7646, 0.7117, 0.9769, 1.1054, 1.0293, 1.1274, 1.0542, 0.9183, 0.8042, 0.8497, 0.9377, 1.0174, 0.988, 0.988, 1.3716, 1.4577, 1.4447, 1.5704, 1.7412, 1.8169, 1.8578, 1.6366, 1.2872, 1.5129, 1.4775, 1.361, 1.6363, 1.5985, 1.8801, 1.7021, 1.7615, 2.0019, 2.0019, 2.2067, 1.7842, 1.7842, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
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{"unit_id": "quote:2034855490350620876", "ticker_idx": 0, "ts": "2026-03-20T04:52:09+00:00", "symbol": "TSEM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$TSEM Silicon Photonics + Power Management\n\nIt's going BLUE, again.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish TSEM on Silicon Photonics and Power Management themes; expects another move up.", "resolved_tickers": ["TSEM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$TSEM Silicon Photonics + Power Management\n\nIt's going BLUE, again.\n\nGet 270+ charts daily. Try it free:\nhttps://t.co/ZQDP5HCFyq https://t.co/fv5hdiHeds", "reply_text": null, "parent_text": null, "quoted_text": "Investment theses win by targeting bottlenecks\n\nHBM fixes GPU-to-memory wall (Memory Wall)\nPhotonics/Optics fixes server-to-server (East-West Traffic)\n\nMemory Play: $MU $EWY (Samsung & SK Hynix)\nEast-West Play: $GLW (fiber) $LITE (laser/OCS), $AAOI $COHR (optics) $TSM (CPO) https://t.co/1iuv2viik4", "parent_author": null, "ret_m1d": 0.014972785400799937, "ret_signed_m1d": 0.014972785400799937, "alpha_spy_m1d": 0.0004285879366561218, "alpha_c_m1d": -0.011486702699612827, "bench_spy_m1d": 0.014544197464143815, "bench_c_m1d": 0.026459488100412765, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.051946463034621804, "ret_signed_p1d": 0.051946463034621804, "alpha_spy_p1d": 0.0414464718091454, "alpha_c_p1d": 0.0347400501708206, "bench_spy_p1d": 0.010499991225476402, "bench_c_p1d": 0.0172064128638012, "ret_p1w": 0.05066303879945422, "ret_signed_p1w": 0.05066303879945422, "alpha_spy_p1w": 0.07298910651273605, "alpha_c_p1w": 0.0779281801952959, "bench_spy_p1w": -0.022326067713281827, "bench_c_p1w": -0.027265141395841686, "ret_p1m": 0.371936679057963, "ret_signed_p1m": 0.371936679057963, "alpha_spy_p1m": 0.2791943045435574, "alpha_c_p1m": 0.16603138397167871, "bench_spy_p1m": 0.09274237451440559, "bench_c_p1m": 0.2059052950862843, "ret_p3m": 0.632524579303924, "ret_signed_p3m": 0.632524579303924, "alpha_spy_p3m": 0.4900727358708623, "alpha_c_p3m": 0.010728076364324712, "bench_spy_p3m": 0.14245184343306172, "bench_c_p3m": 0.6217965029395993, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.371936679057963, "alpha_spy_stated": 0.2791943045435574, "alpha_c_stated": 0.16603138397167871, "price_path": [-0.26, -0.2515, -0.2515, -0.2568, -0.2599, -0.2625, -0.2824, -0.2824, -0.256, -0.271, -0.2527, -0.2531, -0.283, -0.2665, -0.2587, -0.2374, -0.2471, -0.2422, -0.2066, -0.2066, -0.2116, -0.1846, -0.2056, -0.214, -0.2236, -0.1895, -0.151, -0.1767, -0.1766, -0.1634, -0.1664, -0.2588, -0.2111, -0.1503, -0.0984, -0.1654, -0.1784, -0.1836, -0.2132, -0.2132, -0.2191, -0.2156, -0.2308, -0.2149, -0.2212, -0.2299, -0.2302, -0.2432, -0.2369, -0.153, -0.2328, -0.2452, -0.2633, -0.3241, -0.2944, -0.2857, -0.2701, -0.2756, -0.2379, -0.1538, -0.1575, -0.1324, 0.015, 0.0, 0.0519, 0.1051, 0.1535, 0.0675, 0.0507, -0.0309, 0.0724, 0.1433, 0.2088, 0.2088, 0.1623, 0.1664, 0.2448, 0.2456, 0.2442, 0.2801, 0.3085, 0.3178, 0.3124, 0.3839, 0.3719, 0.3245, 0.2595, 0.23, 0.2256, 0.2426, 0.1829, 0.2173, 0.3509, 0.3323, 0.3143, 0.3783, 0.3254, 0.2834, 0.2896, 0.3988, 0.3496, 0.6548, 0.7154, 0.6744, 0.516, 0.5357, 0.6163, 0.7051, 0.7321, 0.7321, 0.7633, 0.6977, 0.6837, 0.5598, 0.5433, 0.6788, 0.6373, 0.597, 0.4391, 0.4792, 0.3939, 0.4272, 0.5788, 0.6068, 0.7531, 0.6411, 0.6325, 0.7524, 0.7524, 0.9364, 0.7274, 0.7274, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2042812288403648907", "ticker_idx": 0, "ts": "2026-04-11T03:49:37+00:00", "symbol": "TSM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Tsm is a must", "tweet_type": "prediction", "timeline": "unspecified", "summary": "TSM is a must-own in semiconductors; decisive bullish verdict.", "resolved_tickers": ["TSM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@ShadowWuSK Tsm is a must https://t.co/oPChFuYARi", "reply_text": null, "parent_text": "@TradexWhisperer 半導體中第二左右", "quoted_text": null, "parent_author": "ShadowWuSK", "ret_m1d": 0.0027870074730735883, "ret_signed_m1d": 0.0027870074730735883, "alpha_spy_m1d": 0.012464878238046317, "alpha_c_m1d": 0.017358197774962503, "bench_spy_m1d": -0.00967787076497273, "bench_c_m1d": -0.014571190301888914, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.027924371383809765, "ret_signed_p1d": 0.027924371383809765, "alpha_spy_p1d": 0.015739494173969026, "alpha_c_p1d": 0.008390822113174767, "bench_spy_p1d": 0.012184877209840739, "bench_c_p1d": 0.019533549270634998, "ret_p1w": -0.009010513023913092, "ret_signed_p1w": -0.009010513023913092, "alpha_spy_p1w": -0.04197940033277381, "alpha_c_p1w": -0.05552108118269472, "bench_spy_p1w": 0.03296888730886072, "bench_c_p1w": 0.04651056815878163, "ret_p1m": 0.07497904281622181, "ret_signed_p1m": 0.07497904281622181, "alpha_spy_p1m": -0.0009282497639790943, "alpha_c_p1m": -0.19097937428144185, "bench_spy_p1m": 0.0759072925802009, "bench_c_p1m": 0.26595841709766366, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.07497904281622181, "alpha_spy_stated": -0.0009282497639790943, "alpha_c_stated": -0.19097937428144185, "price_path": [-0.1174, -0.0782, -0.0761, -0.0761, -0.1172, -0.12, -0.1167, -0.0964, -0.1023, -0.0871, -0.0764, -0.0838, -0.1081, -0.0789, -0.0941, -0.1211, -0.1076, -0.0587, -0.041, -0.0235, 0.0094, -0.0068, -0.0115, -0.0115, -0.0173, -0.0225, -0.0276, -0.0002, -0.0015, 0.0408, 0.0462, 0.0167, 0.0107, -0.0041, -0.0472, -0.0355, -0.0452, -0.0856, -0.0591, -0.0635, -0.0433, -0.0915, -0.0872, -0.082, -0.0638, -0.0812, -0.0833, -0.1091, -0.0842, -0.0712, -0.059, -0.1176, -0.1159, -0.1436, -0.0856, -0.076, -0.0826, -0.0826, -0.0752, -0.0656, -0.0099, -0.011, 0.0028, 0.0, 0.0279, 0.015, -0.0168, 0.0025, -0.009, -0.004, 0.0484, 0.0354, 0.089, 0.0958, 0.0616, 0.0656, 0.0717, 0.076, 0.0867, 0.0672, 0.1351, 0.1206, 0.1139, 0.0946, 0.075, 0.0818, 0.1303, 0.0941, 0.0714, 0.0623, 0.0867, 0.1017, 0.0946, 0.0946, 0.1157, 0.1438, 0.1496, 0.1323, 0.1787, 0.2087, 0.1816, 0.2039, 0.1234, 0.1549, 0.1579, 0.106, 0.142, 0.1498, 0.1972, 0.1549, 0.1721, 0.2534, 0.2534, 0.2684, 0.1836, 0.1836, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2033038456692289579", "ticker_idx": 0, "ts": "2026-03-15T04:31:54+00:00", "symbol": "AXTI", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Critical materials monopoly hiding in plain sight. AI needs fiber. Fiber needs lasers. Lasers need InP.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish AXTI as a critical InP materials monopoly in the AI→fiber→laser supply chain.", "resolved_tickers": ["AXTI"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductor Equipment & Materials'", "bench_c_industry": "Semiconductor Equipment & Materials", "unit_kind": "original", "lang": "en", "tweet_text": "$AXTI Volatile? Yes. But those BLUE candles hit different. AI needs fiber. Fiber needs lasers. Lasers need InP. Critical materials monopoly hiding in plain sight.\n\nGet 270+ charts daily. Try it free: https://t.co/UOnxsgc8Ii https://t.co/jSU3greeCz", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.009712775917159133, "ret_signed_m1d": 0.009712775917159133, "alpha_spy_m1d": 0.019787115731258242, "alpha_c_m1d": 0.026442128655866037, "bench_spy_m1d": -0.01007433981409911, "bench_c_m1d": -0.016729352738706904, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.08328164559057571, "ret_signed_p1d": -0.08328164559057571, "alpha_spy_p1d": -0.0859121905816812, "alpha_c_p1d": -0.09079583972689653, "bench_spy_p1d": 0.002630544991105488, "bench_c_p1d": 0.0075141941363208176, "ret_p1w": 0.3316801664434661, "ret_signed_p1w": 0.3316801664434661, "alpha_spy_p1w": 0.3494075927502367, "alpha_c_p1w": 0.3381790189742008, "bench_spy_p1w": -0.0177274263067706, "bench_c_p1w": -0.006498852530734678, "ret_p1m": 0.3907833002815577, "ret_signed_p1m": 0.3907833002815577, "alpha_spy_p1m": 0.34993822417532927, "alpha_c_p1m": 0.24334223460206394, "bench_spy_p1m": 0.04084507610622845, "bench_c_p1m": 0.14744106567949378, "ret_p3m": 0.8255837456527901, "ret_signed_p3m": 0.8255837456527901, "alpha_spy_p3m": 0.7198413765444607, "alpha_c_p3m": 0.2784422158182407, "bench_spy_p3m": 0.10574236910832946, "bench_c_p3m": 0.5471415298345494, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.3907833002815577, "alpha_spy_stated": 0.34993822417532927, "alpha_c_stated": 0.24334223460206394, "price_path": [-0.7446, -0.7105, -0.6973, -0.6855, -0.6975, -0.6898, -0.6898, -0.6824, -0.6985, -0.6735, -0.6621, -0.6621, -0.6536, -0.6555, -0.5832, -0.5018, -0.4662, -0.5249, -0.5404, -0.5555, -0.5433, -0.4685, -0.5435, -0.5435, -0.5576, -0.5912, -0.6297, -0.6404, -0.6322, -0.6446, -0.6522, -0.6615, -0.6169, -0.5673, -0.5921, -0.6125, -0.5778, -0.5028, -0.4261, -0.4968, -0.4462, -0.4877, -0.4991, -0.4991, -0.5204, -0.5135, -0.508, -0.3867, -0.4125, -0.2751, -0.1533, -0.2329, -0.2168, -0.0428, -0.137, -0.1914, -0.1982, -0.3311, -0.2031, -0.0845, -0.0213, -0.0343, 0.0097, 0.0, -0.0833, 0.0076, 0.2005, 0.1209, 0.3317, 0.4143, 0.3918, 0.2091, 0.2529, 0.0897, 0.1775, -0.0258, 0.092, 0.092, -0.1323, -0.0605, 0.099, 0.3044, 0.3263, 0.3732, 0.3908, 0.3005, 0.69, 0.7061, 0.6276, 0.5493, 0.7967, 0.5555, 0.5739, 0.4497, 0.4199, 0.4687, 0.6371, 0.9839, 1.1905, 1.2226, 1.1664, 1.2405, 1.4046, 1.5999, 1.5398, 1.5199, 1.3761, 1.558, 1.1881, 1.3327, 1.1618, 1.5009, 1.9103, 1.9103, 1.7402, 1.5371, 1.391, 1.1318, 1.2639, 1.2908, 1.205, 1.1903, 0.84, 0.876, 0.6193, 0.7626, 0.8256, 1.0083, 1.2885, 0.9227, 0.9035, 0.7477, 0.7477, 0.9103, 0.61, 0.61, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2045566328388665781", "ticker_idx": 0, "ts": "2026-04-18T18:13:12+00:00", "symbol": "QQQ", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "putting your VOO gains to $QQQ and some to $SOXX. With AI taking off, you may want to be in this revolution", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Recommends rotating VOO gains into QQQ and SOXX to capture AI-driven upside.", "resolved_tickers": ["QQQ"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "reply_other", "lang": "en", "tweet_text": "@MaxEhrlich $VOO is chill but gains are also chill. Make a tidy little bit more spicier by putting your VOO gains to $QQQ and some to $SOXX. With AI taking off, you may want to be in this revolution.\n\nNot financial advice.", "reply_text": null, "parent_text": "@TradexWhisperer Is VOO and chill still a viable option in today’s market climate?", "quoted_text": null, "parent_author": "MaxEhrlich", "ret_m1d": 0.0031849606825418153, "ret_signed_m1d": 0.0031849606825418153, "alpha_spy_m1d": 0.0011812186141466618, "alpha_c_m1d": 0.0011812186141466618, "bench_spy_m1d": 0.0020037420683951535, "bench_c_m1d": 0.0020037420683951535, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.00380336112828894, "ret_signed_p1d": -0.00380336112828894, "alpha_spy_p1d": 0.002743531720250547, "alpha_c_p1d": 0.002743531720250547, "bench_spy_p1d": -0.006546892848539487, "bench_c_p1d": -0.006546892848539487, "ret_p1w": 0.026963997682084795, "ret_signed_p1w": 0.026963997682084795, "alpha_spy_p1w": 0.017863017957809868, "alpha_c_p1w": 0.017863017957809868, "bench_spy_p1w": 0.009100979724274927, "bench_c_p1w": 0.009100979724274927, "ret_p1m": 0.08463347634197893, "ret_signed_p1m": 0.08463347634197893, "alpha_spy_p1m": 0.049344407170699434, "alpha_c_p1m": 0.049344407170699434, "bench_spy_p1m": 0.0352890691712795, "bench_c_p1m": 0.0352890691712795, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.08463347634197893, "alpha_spy_stated": 0.049344407170699434, "alpha_c_stated": 0.049344407170699434, "price_path": [-0.0484, -0.0415, -0.0384, -0.0342, -0.0254, -0.0222, -0.0281, -0.0397, -0.0331, -0.048, -0.0646, -0.0781, -0.0586, -0.0514, -0.0558, -0.0533, -0.0725, -0.0705, -0.0705, -0.0715, -0.0646, -0.0682, -0.0599, -0.0713, -0.0614, -0.0478, -0.0592, -0.0623, -0.061, -0.0711, -0.0569, -0.0598, -0.0739, -0.0615, -0.0615, -0.0616, -0.0777, -0.0832, -0.0729, -0.0684, -0.0814, -0.0843, -0.1012, -0.0909, -0.0971, -0.0912, -0.1129, -0.1302, -0.1368, -0.1076, -0.0966, -0.0956, -0.0956, -0.0901, -0.09, -0.0629, -0.0566, -0.0552, -0.0455, -0.0281, -0.0145, -0.0098, 0.0032, 0.0, -0.0038, 0.0129, 0.0072, 0.0264, 0.027, 0.0166, 0.0229, 0.0324, 0.0423, 0.0403, 0.0538, 0.0757, 0.0744, 0.0996, 0.1028, 0.0935, 0.105, 0.1129, 0.0961, 0.0914, 0.0846, 0.1026, 0.1047, 0.1094, 0.1094, 0.1291, 0.1278, 0.1373, 0.1415, 0.1483, 0.1536, 0.1506, 0.1451, 0.0901, 0.1071, 0.0944, 0.0725, 0.1087, 0.1153, 0.1503, 0.1284, 0.1171, 0.1451, 0.1451, 0.1422, 0.1046, 0.1046, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2045566328388665781", "ticker_idx": 1, "ts": "2026-04-18T18:13:12+00:00", "symbol": "SOXX", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "putting your VOO gains to $QQQ and some to $SOXX. With AI taking off, you may want to be in this revolution", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Recommends rotating VOO gains into QQQ and SOXX to capture AI-driven upside.", "resolved_tickers": ["SOXX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "reply_other", "lang": "en", "tweet_text": "@MaxEhrlich $VOO is chill but gains are also chill. Make a tidy little bit more spicier by putting your VOO gains to $QQQ and some to $SOXX. With AI taking off, you may want to be in this revolution.\n\nNot financial advice.", "reply_text": null, "parent_text": "@TradexWhisperer Is VOO and chill still a viable option in today’s market climate?", "quoted_text": null, "parent_author": "MaxEhrlich", "ret_m1d": -0.004406621221861973, "ret_signed_m1d": -0.004406621221861973, "alpha_spy_m1d": -0.006410363290257126, "alpha_c_m1d": -0.006410363290257126, "bench_spy_m1d": 0.0020037420683951535, "bench_c_m1d": 0.0020037420683951535, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.007544064749779533, "ret_signed_p1d": 0.007544064749779533, "alpha_spy_p1d": 0.01409095759831902, "alpha_c_p1d": 0.01409095759831902, "bench_spy_p1d": -0.006546892848539487, "bench_c_p1d": -0.006546892848539487, "ret_p1w": 0.09067180353243365, "ret_signed_p1w": 0.09067180353243365, "alpha_spy_p1w": 0.08157082380815872, "alpha_c_p1w": 0.08157082380815872, "bench_spy_p1w": 0.009100979724274927, "bench_c_p1w": 0.009100979724274927, "ret_p1m": 0.1896539167334026, "ret_signed_p1m": 0.1896539167334026, "alpha_spy_p1m": 0.1543648475621231, "alpha_c_p1m": 0.1543648475621231, "bench_spy_p1m": 0.0352890691712795, "bench_c_p1m": 0.0352890691712795, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.1896539167334026, "alpha_spy_stated": 0.1543648475621231, "alpha_c_stated": 0.1543648475621231, "price_path": [-0.1667, -0.1655, -0.175, -0.1789, -0.1597, -0.1373, -0.1357, -0.1711, -0.1559, -0.1727, -0.2093, -0.2082, -0.1659, -0.1557, -0.1589, -0.1379, -0.1587, -0.1511, -0.1511, -0.1525, -0.1433, -0.1483, -0.1397, -0.146, -0.1335, -0.1192, -0.146, -0.1568, -0.1574, -0.1987, -0.1825, -0.1916, -0.2257, -0.1949, -0.1891, -0.1812, -0.2097, -0.207, -0.1914, -0.1851, -0.1898, -0.1852, -0.2037, -0.1939, -0.1833, -0.1732, -0.2124, -0.2253, -0.2581, -0.2129, -0.1892, -0.1867, -0.1867, -0.1759, -0.1671, -0.1129, -0.0932, -0.0741, -0.058, -0.0391, -0.0376, -0.0278, -0.0044, 0.0, 0.0075, 0.0341, 0.0562, 0.1055, 0.0907, 0.0507, 0.0777, 0.1051, 0.1154, 0.1066, 0.1561, 0.2139, 0.1792, 0.2461, 0.2759, 0.2358, 0.2652, 0.2694, 0.2179, 0.1876, 0.1897, 0.2461, 0.2566, 0.2869, 0.2869, 0.3653, 0.3507, 0.3638, 0.3629, 0.3697, 0.449, 0.4745, 0.4435, 0.2927, 0.3686, 0.3463, 0.2969, 0.4057, 0.428, 0.5058, 0.4166, 0.437, 0.5322, 0.5322, 0.5694, 0.4458, 0.4458, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2047494281385160786", "ticker_idx": 0, "ts": "2026-04-24T01:54:11+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Only one of them is about to be truly transformed", "tweet_type": "analysis", "timeline": "unspecified", "summary": "MU implied as the one truly transforming at 8x fwd P/E; WDC and AMD implicitly less compelling at much higher multiples.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "$MU 8x Foward P/E\n$WDC 30x Forward P/E\n$AMD 46x Forward P/E\n$INTC 125x Forward P/E (Intraday)\n$INTC 155x Foward P/E (AfterHours)\n\nThe market is calling all of them \"cyclicals.\"\nOnly one of them is about to be truly transformed. https://t.co/1zIC4j4wYe", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.030198099458723426, "ret_signed_m1d": -0.030198099458723426, "alpha_spy_m1d": -0.02250838023371393, "alpha_c_m1d": 0.018356509615103822, "bench_spy_m1d": -0.007689719225009495, "bench_c_m1d": -0.04855460907382725, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.056047665222807685, "ret_signed_p1d": 0.056047665222807685, "alpha_spy_p1d": 0.05432487738524405, "alpha_c_p1d": 0.05640307292147595, "bench_spy_p1d": 0.001722787837563633, "bench_c_p1d": -0.00035540769866826416, "ret_p1w": 0.09158081140312468, "ret_signed_p1w": 0.09158081140312468, "alpha_spy_p1w": 0.08218227520709509, "alpha_c_p1w": 0.08490676340826164, "bench_spy_p1w": 0.009398536196029594, "bench_c_p1w": 0.0066740479948630416, "ret_p1m": 0.5119181795667513, "ret_signed_p1m": 0.5119181795667513, "alpha_spy_p1m": 0.4675167086316392, "alpha_c_p1m": 0.37393538881969257, "bench_spy_p1m": 0.04440147093511215, "bench_c_p1m": 0.13798279074705877, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.5119181795667513, "alpha_spy_stated": 0.4675167086316392, "alpha_c_stated": 0.37393538881969257, "price_path": [-0.1744, -0.1241, -0.123, -0.1651, -0.119, -0.1559, -0.2365, -0.2295, -0.2057, -0.2283, -0.2489, -0.1742, -0.1669, -0.1716, -0.1716, -0.1955, -0.1529, -0.1601, -0.1384, -0.1529, -0.1588, -0.1367, -0.1637, -0.1702, -0.1696, -0.2359, -0.1935, -0.201, -0.2548, -0.2165, -0.1888, -0.1574, -0.1843, -0.1425, -0.1109, -0.0709, -0.0708, -0.106, -0.149, -0.1863, -0.2041, -0.2311, -0.2847, -0.2811, -0.3522, -0.3199, -0.2594, -0.2627, -0.2627, -0.2395, -0.2399, -0.1812, -0.1514, -0.1533, -0.1412, -0.0625, -0.0815, -0.0795, -0.0839, -0.0972, -0.0953, -0.0186, -0.0302, 0.0, 0.056, 0.0152, 0.0438, 0.0411, 0.0916, 0.1605, 0.2889, 0.342, 0.3018, 0.5035, 0.6012, 0.5433, 0.6179, 0.5623, 0.4589, 0.3721, 0.4067, 0.4736, 0.5343, 0.5119, 0.5119, 0.8036, 0.8691, 0.8592, 0.9548, 1.0847, 1.1423, 1.1734, 1.0052, 0.7394, 0.9111, 0.8841, 0.7955, 1.0049, 0.9762, 1.1903, 1.055, 1.1002, 1.283, 1.283, 1.4388, 1.1174, 1.1174, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2068200970543341587", "ticker_idx": 0, "ts": "2026-06-20T05:15:11+00:00", "symbol": "TSM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "A $2.4 trillion company made a power move. Record revenue. Five new fabs. 2nm ramping 70% CAGR It's coming.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish TSM toward $2T+ market cap on record revenue, five new fabs, and 2nm at 70% CAGR.", "resolved_tickers": ["TSM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$TSM +7% New all time highs.\n\nA $2.4 trillion company made a power move. \nRecord revenue. Five new fabs. 2nm ramping 70% CAGR\n\nIt's coming. https://t.co/2fL9MlGCdn", "reply_text": null, "parent_text": null, "quoted_text": "$TSM has become the de facto semiconductor index. It's now the proxy for the entire semiconductor industry.\n\n$2 Trillion Market Cap: Inevitable", "parent_author": null, "ret_m1d": -0.011867381168761848, "ret_signed_m1d": -0.011867381168761848, "alpha_spy_m1d": -0.015024295608361604, "alpha_c_m1d": 0.0016321458591714855, "bench_spy_m1d": 0.003156914439599756, "bench_c_m1d": -0.013499527027933333, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.06688476464427062, "ret_signed_p1d": -0.06688476464427062, "alpha_spy_p1d": -0.05236281063377901, "alpha_c_p1d": 0.003169483659540284, "bench_spy_p1d": -0.014521954010491611, "bench_c_p1d": -0.0700542483038109, "ret_p1w": null, "ret_signed_p1w": null, "alpha_spy_p1w": null, "alpha_c_p1w": null, "bench_spy_p1w": null, "bench_c_p1w": null, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.2582, -0.3043, -0.303, -0.3248, -0.2791, -0.2715, -0.2767, -0.2767, -0.2709, -0.2633, -0.2194, -0.2203, -0.2094, -0.2116, -0.1896, -0.1998, -0.2249, -0.2096, -0.2187, -0.2148, -0.1735, -0.1837, -0.1414, -0.1361, -0.163, -0.1599, -0.1551, -0.1517, -0.1433, -0.1586, -0.1051, -0.1165, -0.1218, -0.137, -0.1525, -0.1471, -0.1089, -0.1374, -0.1553, -0.1625, -0.1432, -0.1314, -0.1371, -0.1371, -0.1204, -0.0982, -0.0937, -0.1073, -0.0707, -0.0471, -0.0684, -0.0509, -0.1143, -0.0895, -0.0871, -0.128, -0.0996, -0.0935, -0.0562, -0.0895, -0.076, -0.0119, -0.0119, 0.0, -0.0669, -0.0669, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2066582695669620977", "ticker_idx": 0, "ts": "2026-06-15T18:04:44+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The real breakout has not even happened. The market has not priced this in yet.", "tweet_type": "analysis", "timeline": "months", "summary": "Bullish on memory sector: multi-year contracts ending boom-bust cycles drive PE expansion; MU real breakout not yet happened, Samsung/Hynix also beneficiaries.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "🚨 $MU $DRAM $SNDK Important Reminder\n\nHuge inflection point for the memory industry.\n\nMicron signed its first ever 5 year Strategic Customer Agreement. Not one year. Five. Samsung and SK Hynix are following suit, pursuing 3 to 5 year contracts with major tech firms.\n\nFor decades, memory has been defined by cycles. That is ending.\n\nMulti year commitments bring predictable revenue, operational stability, and structural dampening of the boom bust cycles that have kept PE multiples compressed for 30 years.\n\nOne year deals gave Wall Street an excuse to call memory cyclical. Five year deals remove that excuse.\n\nAs revenue visibility extends, PEG ratios move toward 1.0 and PE expansion follows. The market has not priced this in yet.\n\nThe real breakout has not even happened.", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": -0.09777663934196312, "ret_signed_m1d": -0.09777663934196312, "alpha_spy_m1d": -0.0804482379565471, "alpha_c_m1d": -0.05583574205061881, "bench_spy_m1d": -0.017328401385416026, "bench_c_m1d": -0.041940897291344315, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.06179282996369051, "ret_signed_p1d": -0.06179282996369051, "alpha_spy_p1d": -0.05583126711945641, "alpha_c_p1d": -0.013732287915644514, "bench_spy_p1d": -0.005961562844234103, "bench_c_p1d": -0.048060542048045996, "ret_p1w": 0.11341098333253674, "ret_signed_p1w": 0.11341098333253674, "alpha_spy_p1w": 0.1247012938837685, "alpha_c_p1w": 0.07970676701133361, "bench_spy_p1w": -0.011290310551231753, "bench_c_p1w": 0.03370421632120313, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.5758, -0.5918, -0.6115, -0.6285, -0.6366, -0.649, -0.6734, -0.6718, -0.7042, -0.6895, -0.6619, -0.6634, -0.6634, -0.6528, -0.653, -0.6262, -0.6126, -0.6134, -0.6079, -0.572, -0.5807, -0.5797, -0.5817, -0.5878, -0.587, -0.5519, -0.5572, -0.5435, -0.5179, -0.5365, -0.5235, -0.5247, -0.5016, -0.4702, -0.4116, -0.3873, -0.4057, -0.3136, -0.269, -0.2954, -0.2614, -0.2867, -0.3339, -0.3736, -0.3578, -0.3272, -0.2995, -0.3097, -0.3097, -0.1766, -0.1467, -0.1512, -0.1075, -0.0482, -0.022, -0.0077, -0.0846, -0.2059, -0.1275, -0.1398, -0.1802, -0.0847, -0.0978, 0.0, -0.0618, -0.0412, 0.0423, 0.0423, 0.1134, -0.0333, -0.0333, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2066582695669620977", "ticker_idx": 1, "ts": "2026-06-15T18:04:44+00:00", "symbol": "Samsung", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Samsung and SK Hynix are following suit, pursuing 3 to 5 year contracts with major tech firms.", "tweet_type": "analysis", "timeline": "months", "summary": "Bullish on memory sector: multi-year contracts ending boom-bust cycles drive PE expansion; MU real breakout not yet happened, Samsung/Hynix also beneficiaries.", "resolved_tickers": ["005930.KS"], "resolution_method": "exchange_ticker", "resolution_reason": "Samsung in memory context = Samsung Electronics 005930.KS", "bench_c": "XLK", "bench_c_reason": "industry='Consumer Electronics'", "bench_c_industry": "Consumer Electronics", "unit_kind": "quote", "lang": "en", "tweet_text": "🚨 $MU $DRAM $SNDK Important Reminder\n\nHuge inflection point for the memory industry.\n\nMicron signed its first ever 5 year Strategic Customer Agreement. Not one year. Five. Samsung and SK Hynix are following suit, pursuing 3 to 5 year contracts with major tech firms.\n\nFor decades, memory has been defined by cycles. That is ending.\n\nMulti year commitments bring predictable revenue, operational stability, and structural dampening of the boom bust cycles that have kept PE multiples compressed for 30 years.\n\nOne year deals gave Wall Street an excuse to call memory cyclical. Five year deals remove that excuse.\n\nAs revenue visibility extends, PEG ratios move toward 1.0 and PE expansion follows. The market has not priced this in yet.\n\nThe real breakout has not even happened.", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": -0.017492711370262426, "ret_signed_m1d": -0.017492711370262426, "alpha_spy_m1d": -0.00016430998484640025, "alpha_c_m1d": 0.01895339661926776, "bench_spy_m1d": -0.017328401385416026, "bench_c_m1d": -0.036446107989530185, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.010204081632652962, "ret_signed_p1d": 0.010204081632652962, "alpha_spy_p1d": 0.016165644476887064, "alpha_c_p1d": 0.03809917314798894, "bench_spy_p1d": -0.005961562844234103, "bench_c_p1d": -0.02789509151533598, "ret_p1w": -0.09620991253644318, "ret_signed_p1w": -0.09620991253644318, "alpha_spy_p1w": -0.08491960198521142, "alpha_c_p1w": -0.09928155879290912, "bench_spy_p1w": -0.011290310551231753, "bench_c_p1w": 0.003071646256465943, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.4167, -0.4199, -0.458, -0.4481, -0.4501, -0.476, -0.476, -0.486, -0.5125, -0.4471, -0.4799, -0.4571, -0.437, -0.4271, -0.3863, -0.4052, -0.3994, -0.414, -0.398, -0.3848, -0.3659, -0.3703, -0.3746, -0.3615, -0.3659, -0.3455, -0.3601, -0.3455, -0.3528, -0.3411, -0.3571, -0.3571, -0.3222, -0.3222, -0.2245, -0.2085, -0.2172, -0.1676, -0.1866, -0.172, -0.137, -0.2114, -0.1808, -0.1968, -0.1953, -0.1268, -0.1472, -0.1472, -0.1283, -0.105, -0.1268, -0.0758, 0.0175, 0.051, 0.051, 0.0248, -0.0408, -0.1385, -0.0612, -0.1181, -0.1283, -0.0598, -0.0175, 0.0, 0.0102, 0.0569, 0.0321, 0.0306, -0.0962, -0.0073, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2066582695669620977", "ticker_idx": 2, "ts": "2026-06-15T18:04:44+00:00", "symbol": "SK Hynix", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Samsung and SK Hynix are following suit, pursuing 3 to 5 year contracts with major tech firms.", "tweet_type": "analysis", "timeline": "months", "summary": "Bullish on memory sector: multi-year contracts ending boom-bust cycles drive PE expansion; MU real breakout not yet happened, Samsung/Hynix also beneficiaries.", "resolved_tickers": ["000660.KS"], "resolution_method": "exchange_ticker", "resolution_reason": "SK Hynix KOSPI ticker 000660.KS", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "🚨 $MU $DRAM $SNDK Important Reminder\n\nHuge inflection point for the memory industry.\n\nMicron signed its first ever 5 year Strategic Customer Agreement. Not one year. Five. Samsung and SK Hynix are following suit, pursuing 3 to 5 year contracts with major tech firms.\n\nFor decades, memory has been defined by cycles. That is ending.\n\nMulti year commitments bring predictable revenue, operational stability, and structural dampening of the boom bust cycles that have kept PE multiples compressed for 30 years.\n\nOne year deals gave Wall Street an excuse to call memory cyclical. Five year deals remove that excuse.\n\nAs revenue visibility extends, PEG ratios move toward 1.0 and PE expansion follows. The market has not priced this in yet.\n\nThe real breakout has not even happened.", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": -0.03946263643996639, "ret_signed_m1d": -0.03946263643996639, "alpha_spy_m1d": -0.022134235054550366, "alpha_c_m1d": 0.0024782608513779225, "bench_spy_m1d": -0.017328401385416026, "bench_c_m1d": -0.041940897291344315, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05835432409739716, "ret_signed_p1d": 0.05835432409739716, "alpha_spy_p1d": 0.06431588694163126, "alpha_c_p1d": 0.10641486614544315, "bench_spy_p1d": -0.005961562844234103, "bench_c_p1d": -0.048060542048045996, "ret_p1w": 0.07262804366078934, "ret_signed_p1w": 0.07262804366078934, "alpha_spy_p1w": 0.0839183542120211, "alpha_c_p1w": 0.038923827339586214, "bench_spy_p1w": -0.011290310551231753, "bench_c_p1w": 0.03370421632120313, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.5748, -0.5773, -0.6084, -0.5861, -0.5824, -0.6084, -0.6084, -0.6336, -0.6613, -0.6235, -0.6516, -0.6323, -0.6281, -0.6155, -0.5664, -0.5811, -0.5689, -0.5635, -0.537, -0.5232, -0.5152, -0.5265, -0.5106, -0.4862, -0.4867, -0.4858, -0.4871, -0.4577, -0.4543, -0.4573, -0.4602, -0.4602, -0.3926, -0.3926, -0.328, -0.3057, -0.2923, -0.2109, -0.2298, -0.1706, -0.1731, -0.2365, -0.2277, -0.2675, -0.2675, -0.1857, -0.1853, -0.1853, -0.1387, -0.0585, -0.039, -0.0206, -0.008, -0.0092, -0.0092, -0.0353, -0.131, -0.1977, -0.0701, -0.1402, -0.118, -0.0974, -0.0395, 0.0, 0.0584, 0.1272, 0.1604, 0.2254, 0.0726, 0.0831, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2056933192662425632", "ticker_idx": 0, "ts": "2026-05-20T03:01:03+00:00", "symbol": "005930.KS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "watch go back up green later today when people realize it's bullish for memory price", "tweet_type": "prediction", "timeline": "intraday", "summary": "Samsung will recover and turn green intraday as market recognizes the news as bullish for memory pricing via added shortage.", "resolved_tickers": ["005930.KS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Consumer Electronics'", "bench_c_industry": "Consumer Electronics", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@JungleStocks watch go back up green later today when people realize it's bullish for memory price. It adds shortage.", "reply_text": null, "parent_text": "@TradexWhisperer Well samsung 🟥 https://t.co/GJHJsN5RsU", "quoted_text": null, "parent_author": "JungleStocks", "ret_m1d": -0.0018115942028985588, "ret_signed_m1d": -0.0018115942028985588, "alpha_spy_m1d": 0.008333424141612089, "alpha_c_m1d": 0.020204890002102793, "bench_spy_m1d": -0.010145018344510648, "bench_c_m1d": -0.022016484205001352, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.08514492753623193, "ret_signed_p1d": 0.08514492753623193, "alpha_spy_p1d": 0.08316183983516479, "alpha_c_p1d": 0.07690282503555523, "bench_spy_p1d": 0.0019830877010671433, "bench_c_p1d": 0.008242102500676696, "ret_p1w": 0.1123188405797102, "ret_signed_p1w": 0.1123188405797102, "alpha_spy_p1w": 0.09989387401573113, "alpha_c_p1w": 0.07116498935082882, "bench_spy_p1w": 0.012424966563979067, "bench_c_p1w": 0.04115385122888138, "ret_p1m": 0.3134057971014492, "ret_signed_p1m": 0.3134057971014492, "alpha_spy_p1m": 0.30340409073133934, "alpha_c_p1m": 0.23267865960230205, "bench_spy_p1m": 0.010001706370109886, "bench_c_p1m": 0.08072713749914717, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 1, "stated_label": "p1d", "ret_signed_stated": 0.08514492753623193, "alpha_spy_stated": 0.08316183983516479, "alpha_c_stated": 0.07690282503555523, "price_path": [-0.3127, -0.3022, -0.2769, -0.2642, -0.2118, -0.2172, -0.2172, -0.2946, -0.3774, -0.3072, -0.3195, -0.3727, -0.3206, -0.313, -0.3206, -0.3365, -0.3177, -0.2989, -0.2461, -0.2751, -0.279, -0.3264, -0.3141, -0.3166, -0.3488, -0.3488, -0.3612, -0.3942, -0.3129, -0.3536, -0.3254, -0.3004, -0.288, -0.2373, -0.2609, -0.2536, -0.2717, -0.2518, -0.2355, -0.212, -0.2174, -0.2228, -0.2065, -0.212, -0.1866, -0.2047, -0.1866, -0.1957, -0.1812, -0.2011, -0.2011, -0.1576, -0.1576, -0.0362, -0.0163, -0.0272, 0.0344, 0.0109, 0.029, 0.0725, -0.0199, 0.0181, -0.0018, 0.0, 0.0851, 0.0598, 0.0598, 0.0833, 0.1123, 0.0851, 0.1486, 0.2645, 0.3062, 0.3062, 0.2736, 0.192, 0.0707, 0.1667, 0.096, 0.0833, 0.1685, 0.221, 0.2428, 0.2554, 0.3134, 0.2826, 0.2808, 0.1232, 0.2337, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2066332187688075460", "ticker_idx": 0, "ts": "2026-06-15T01:29:18+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "It all seems inevitable. Massive data to support that PE expansion will happen.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Endorses memory shortage / PE expansion thesis; bullish Micron.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@OpenClawCentral It all seems inevitable. Massive data to support that PE expansion will happen.", "reply_text": null, "parent_text": "@TradexWhisperer Rerate incoming. \n\nElon litterally said the big 3 are not making enough memory and that he would buy all they would or could produce.  Read that again!\n\nMemory to remain in shortage.  I am all in.. $MU $DRAM $EWY \n\nMicron 🚀🚀 https://t.co/rehUq0nXKh", "quoted_text": null, "parent_author": "OpenClawCentral", "ret_m1d": -0.09777663934196312, "ret_signed_m1d": -0.09777663934196312, "alpha_spy_m1d": -0.0804482379565471, "alpha_c_m1d": -0.05583574205061881, "bench_spy_m1d": -0.017328401385416026, "bench_c_m1d": -0.041940897291344315, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.06179282996369051, "ret_signed_p1d": -0.06179282996369051, "alpha_spy_p1d": -0.05583126711945641, "alpha_c_p1d": -0.013732287915644514, "bench_spy_p1d": -0.005961562844234103, "bench_c_p1d": -0.048060542048045996, "ret_p1w": 0.11341098333253674, "ret_signed_p1w": 0.11341098333253674, "alpha_spy_p1w": 0.1247012938837685, "alpha_c_p1w": 0.07970676701133361, "bench_spy_p1w": -0.011290310551231753, "bench_c_p1w": 0.03370421632120313, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.5758, -0.5918, -0.6115, -0.6285, -0.6366, -0.649, -0.6734, -0.6718, -0.7042, -0.6895, -0.6619, -0.6634, -0.6634, -0.6528, -0.653, -0.6262, -0.6126, -0.6134, -0.6079, -0.572, -0.5807, -0.5797, -0.5817, -0.5878, -0.587, -0.5519, -0.5572, -0.5435, -0.5179, -0.5365, -0.5235, -0.5247, -0.5016, -0.4702, -0.4116, -0.3873, -0.4057, -0.3136, -0.269, -0.2954, -0.2614, -0.2867, -0.3339, -0.3736, -0.3578, -0.3272, -0.2995, -0.3097, -0.3097, -0.1766, -0.1467, -0.1512, -0.1075, -0.0482, -0.022, -0.0077, -0.0846, -0.2059, -0.1275, -0.1398, -0.1802, -0.0847, -0.0978, 0.0, -0.0618, -0.0412, 0.0423, 0.0423, 0.1134, -0.0333, -0.0333, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2056576599760536058", "ticker_idx": 0, "ts": "2026-05-19T03:24:05+00:00", "symbol": "memory", "kind": "sector", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "bullish vector for memory", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish on memory sector; large context demands seen as a tailwind.", "resolved_tickers": ["MU", "000660.KS", "005930.KS"], "resolution_method": "basket", "resolution_reason": "Memory sector basket: Micron, SK Hynix, Samsung Electronics", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@asymmetricfocus Soooooo much context for mythos. That's going to be prohibitively expensive 🤣 but bullish vector for memory", "reply_text": null, "parent_text": "@TradexWhisperer Exponential https://t.co/sunYMflINk", "quoted_text": null, "parent_author": "asymmetricfocus", "ret_m1d": 0.01659640437133299, "ret_signed_m1d": 0.01659640437133299, "alpha_spy_m1d": 0.009890952691167094, "alpha_c_m1d": 0.012552079268364952, "bench_spy_m1d": 0.006705451680165897, "bench_c_m1d": 0.004044325102968038, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.01646684562508227, "ret_signed_p1d": 0.01646684562508227, "alpha_spy_p1d": 0.006217851042518818, "alpha_c_p1d": -0.021587331769806317, "bench_spy_p1d": 0.010248994582563453, "bench_c_p1d": 0.03805417739488859, "ret_p1w": 0.18112236751290337, "ret_signed_p1w": 0.18112236751290337, "alpha_spy_p1w": 0.158143839936752, "alpha_c_p1w": 0.07416599144542504, "bench_spy_p1w": 0.022978527576151375, "bench_c_p1w": 0.10695637606747832, "ret_p1m": 0.3985375542915977, "ret_signed_p1m": 0.3985375542915977, "alpha_spy_p1m": 0.3886837878813721, "alpha_c_p1m": 0.2514496333074144, "bench_spy_p1m": 0.009853766410225617, "bench_c_p1m": 0.14708792098418333, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.3985375542915977, "alpha_spy_stated": 0.3886837878813721, "alpha_c_stated": 0.2514496333074144, "price_path": [-0.4011, -0.3854, -0.3849, -0.3676, -0.3556, -0.3287, -0.3393, -0.3391, -0.404, -0.4388, -0.3996, -0.4197, -0.4452, -0.4017, -0.3885, -0.4022, -0.4014, -0.3754, -0.3604, -0.3264, -0.3526, -0.3652, -0.404, -0.394, -0.3995, -0.4348, -0.434, -0.4664, -0.4824, -0.4237, -0.4509, -0.4327, -0.4169, -0.4072, -0.354, -0.3615, -0.3539, -0.3547, -0.3173, -0.3101, -0.2981, -0.3061, -0.3038, -0.2868, -0.2707, -0.2646, -0.264, -0.2313, -0.2425, -0.2322, -0.2408, -0.2289, -0.1673, -0.1369, -0.0543, -0.0471, 0.0032, 0.084, 0.0538, 0.1044, 0.1046, 0.0205, 0.0166, 0.0, 0.0165, 0.0965, 0.0829, 0.0829, 0.1811, 0.2428, 0.2403, 0.2925, 0.3677, 0.3947, 0.4021, 0.3395, 0.2057, 0.1755, 0.2592, 0.1828, 0.2382, 0.2692, 0.3639, 0.357, 0.3985, 0.4925, 0.4974, 0.5633, 0.365, 0.4066, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2057322277709214059", "ticker_idx": 0, "ts": "2026-05-21T04:47:08+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": "HBM", "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "HBM is not storing data. It is enabling intelligence. Cognitive Capacity Enhancement is NOT commodity. It's a strategic asset.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish MU on HBM as strategic inference enabler (GB300: +50% HBM → 2.7x throughput, 60% lower cost/token); bullish NVDA on $75.2B data center, up 92% YoY with GB300 ramp leading.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "$MU $DRAM 50% more HBM delivered exactly 50% better AI Inference on GB300 Blackwell Ultra.\n\nRead that again.\n\n$NVDA Data Center: $75.2B. Up 92% YoY. GB300 is leading the Blackwell ramp.\n\n288 GB HBM3E per GPU vs 192 GB on GB200. 12Hi stacks. 8 TB/s bandwidth per GPU. 1.5x overall AI performance. 2.7x throughput. 60% lower cost per token.\n\nHBM is not storing data. It is enabling intelligence.\n\nIn inference (especially long-context, reasoning, agentic AI), memory capacity/bandwidth is often the bigger bottleneck than raw FLOPS. The extra HBM lets the GPU keep more of the KV cache (key for attention) on-package, which directly boosts effective throughput and lowers cost-per-token far beyond the raw 1.5x compute number.\n\nReal inference gains are often higher due to the memory + compute combo enabling better software efficiency (e.g., 2x attention acceleration in some cases).\n\nCognitive Capacity Enhancement is NOT commodity. It's a strategic asset.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.0395092327990334, "ret_signed_m1d": -0.0395092327990334, "alpha_spy_m1d": -0.03753006995146779, "alpha_c_m1d": -0.0338389649421017, "bench_spy_m1d": -0.0019791628475656076, "bench_c_m1d": -0.005670267856931699, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.01456498614555568, "ret_signed_p1d": -0.01456498614555568, "alpha_spy_p1d": -0.01849653522235961, "alpha_c_p1d": -0.029427285167948458, "bench_spy_p1d": 0.003931549076803931, "bench_c_p1d": 0.014862299022392778, "ret_p1w": 0.21180953827115045, "ret_signed_p1w": 0.21180953827115045, "alpha_spy_p1w": 0.19581425754714354, "alpha_c_p1w": 0.1555476309451047, "bench_spy_p1w": 0.01599528072400691, "bench_c_p1w": 0.056261907326045746, "ret_p1m": 0.4879806148301098, "ret_signed_p1m": 0.4879806148301098, "alpha_spy_p1m": 0.4799778663132255, "alpha_c_p1m": 0.3259745586052827, "bench_spy_p1m": 0.008002748516884317, "bench_c_p1m": 0.1620060562248271, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.4879806148301098, "alpha_spy_stated": 0.4799778663132255, "alpha_c_stated": 0.3259745586052827, "price_path": [-0.4479, -0.4517, -0.4373, -0.4549, -0.4591, -0.4587, -0.502, -0.4743, -0.4792, -0.5143, -0.4894, -0.4713, -0.4508, -0.4683, -0.4411, -0.4205, -0.3944, -0.3944, -0.4173, -0.4453, -0.4696, -0.4812, -0.4988, -0.5338, -0.5315, -0.5777, -0.5567, -0.5173, -0.5194, -0.5194, -0.5043, -0.5046, -0.4663, -0.4469, -0.4481, -0.4403, -0.389, -0.4014, -0.4, -0.4029, -0.4116, -0.4103, -0.3603, -0.3679, -0.3482, -0.3117, -0.3383, -0.3197, -0.3214, -0.2885, -0.2436, -0.16, -0.1253, -0.1515, -0.0201, 0.0436, 0.0059, 0.0545, 0.0183, -0.0491, -0.1057, -0.0831, -0.0395, 0.0, -0.0146, -0.0146, 0.1755, 0.2182, 0.2118, 0.2741, 0.3587, 0.3963, 0.4166, 0.3069, 0.1337, 0.2456, 0.228, 0.1703, 0.3067, 0.288, 0.4276, 0.3394, 0.3688, 0.488, 0.488, 0.5895, 0.3801, 0.3801, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2057322277709214059", "ticker_idx": 1, "ts": "2026-05-21T04:47:08+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$NVDA Data Center: $75.2B. Up 92% YoY. GB300 is leading the Blackwell ramp.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish MU on HBM as strategic inference enabler (GB300: +50% HBM → 2.7x throughput, 60% lower cost/token); bullish NVDA on $75.2B data center, up 92% YoY with GB300 ramp leading.", "resolved_tickers": ["NVDA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "$MU $DRAM 50% more HBM delivered exactly 50% better AI Inference on GB300 Blackwell Ultra.\n\nRead that again.\n\n$NVDA Data Center: $75.2B. Up 92% YoY. GB300 is leading the Blackwell ramp.\n\n288 GB HBM3E per GPU vs 192 GB on GB200. 12Hi stacks. 8 TB/s bandwidth per GPU. 1.5x overall AI performance. 2.7x throughput. 60% lower cost per token.\n\nHBM is not storing data. It is enabling intelligence.\n\nIn inference (especially long-context, reasoning, agentic AI), memory capacity/bandwidth is often the bigger bottleneck than raw FLOPS. The extra HBM lets the GPU keep more of the KV cache (key for attention) on-package, which directly boosts effective throughput and lowers cost-per-token far beyond the raw 1.5x compute number.\n\nReal inference gains are often higher due to the memory + compute combo enabling better software efficiency (e.g., 2x attention acceleration in some cases).\n\nCognitive Capacity Enhancement is NOT commodity. It's a strategic asset.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.01804021974993497, "ret_signed_m1d": 0.01804021974993497, "alpha_spy_m1d": 0.02001938259750058, "alpha_c_m1d": 0.02371048760686667, "bench_spy_m1d": -0.0019791628475656076, "bench_c_m1d": -0.005670267856931699, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.01904237298751621, "ret_signed_p1d": -0.01904237298751621, "alpha_spy_p1d": -0.02297392206432014, "alpha_c_p1d": -0.03390467200990899, "bench_spy_p1d": 0.003931549076803931, "bench_c_p1d": 0.014862299022392778, "ret_p1w": -0.023962458226216565, "ret_signed_p1w": -0.023962458226216565, "alpha_spy_p1w": -0.039957738950223476, "alpha_c_p1w": -0.08022436555226231, "bench_spy_p1w": 0.01599528072400691, "bench_c_p1w": 0.056261907326045746, "ret_p1m": -0.03906170619372462, "ret_signed_p1m": -0.03906170619372462, "alpha_spy_p1m": -0.04706445471060894, "alpha_c_p1m": -0.20106776241855173, "bench_spy_p1m": 0.008002748516884317, "bench_c_p1m": 0.1620060562248271, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.03906170619372462, "alpha_spy_stated": -0.04706445471060894, "alpha_c_stated": -0.20106776241855173, "price_path": [-0.1274, -0.1215, -0.1092, -0.1578, -0.1928, -0.1687, -0.1798, -0.1662, -0.1648, -0.19, -0.168, -0.1583, -0.1525, -0.1657, -0.1789, -0.1653, -0.1712, -0.1782, -0.1866, -0.2132, -0.1999, -0.2019, -0.186, -0.2199, -0.2368, -0.2476, -0.2055, -0.1994, -0.1919, -0.1919, -0.1907, -0.1886, -0.1705, -0.1622, -0.1407, -0.1376, -0.1048, -0.094, -0.0964, -0.0812, -0.0795, -0.0894, -0.0775, -0.0905, -0.0512, -0.0132, -0.0289, -0.0467, -0.0908, -0.0959, -0.0958, -0.1048, -0.0532, -0.0365, -0.0196, -0.0003, 0.0058, 0.0288, 0.0739, 0.0265, 0.0128, 0.005, 0.018, 0.0, -0.019, -0.019, -0.0212, -0.0315, -0.024, -0.0381, 0.0221, 0.0151, -0.0217, -0.0027, -0.0646, -0.0484, -0.0505, -0.0859, -0.0656, -0.0641, -0.031, -0.054, -0.0666, -0.0391, -0.0391, -0.0484, -0.0876, -0.0876, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "thread:2056791389757977018", "ticker_idx": 0, "ts": "2026-05-19T17:37:35+00:00", "symbol": "CRWD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The cybersecurity names. I strongly feel like they are a necessity. Perhaps not today but over the next decade, they will be critical.", "tweet_type": "analysis", "timeline": "years", "summary": "Bullish on cybersecurity names (CRWD, FTNT, ZS, PANW, S) over the next decade as agentic AI makes threats exponentially worse.", "resolved_tickers": ["CRWD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "self_thread", "lang": "en", "tweet_text": "Some of you have already been scammed by fake accounts \"impersonating\" me.\n\nNo verified checkmark. Wrong username. Wrong name. Loaded with emojis. Lousy impersonation job.\n\nThis is exactly how I am starting my Agentic AI thread.\n\nNow here is what concerns me even more.  Because what you just saw is a human scammer doing this with bots or macros.\n\nImagine what happens when AI agents can do this at scale. Millions of convincing fake accounts. Personalized messages. Perfect grammar. No emojis needed. Running 24 hours a day without anyone sitting behind a keyboard.\n\nAgentic AI will make this exponentially worse. The cybersecurity names. I strongly feel like they are a necessity. Perhaps not today but over the next decade, they will be critical.\n\nBe careful out there.\n\n$CRWD $FTNT $ZS $PANW $S\n\n---\n\n30 scam bots blocked today. Just today.\nThat is humans doing this badly.\nAgentic AI will do it perfectly. At scale. Around the clock.\nNot just scams. Hacking into lives and systems.\nWe need better cybersecurity.\nGood Agents vs Bad Agents.\nI've spoken.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0031610883666131073, "ret_signed_m1d": 0.0031610883666131073, "alpha_spy_m1d": -0.0035443633135527897, "alpha_c_m1d": -0.0035443633135527897, "bench_spy_m1d": 0.006705451680165897, "bench_c_m1d": 0.006705451680165897, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.053867819034048026, "ret_signed_p1d": 0.053867819034048026, "alpha_spy_p1d": 0.04361882445148457, "alpha_c_p1d": 0.04361882445148457, "bench_spy_p1d": 0.010248994582563453, "bench_c_p1d": 0.010248994582563453, "ret_p1w": 0.08862336674462612, "ret_signed_p1w": 0.08862336674462612, "alpha_spy_p1w": 0.06564483916847474, "alpha_c_p1w": 0.06564483916847474, "bench_spy_p1w": 0.022978527576151375, "bench_c_p1w": 0.022978527576151375, "ret_p1m": 0.107119725986899, "ret_signed_p1m": 0.107119725986899, "alpha_spy_p1m": 0.09726595957667339, "alpha_c_p1m": 0.09726595957667339, "bench_spy_p1m": 0.009853766410225617, "bench_c_p1m": 0.009853766410225617, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.3157, -0.3701, -0.4321, -0.4322, -0.4111, -0.3822, -0.397, -0.3761, -0.3655, -0.3391, -0.3092, -0.3046, -0.2962, -0.2927, -0.2834, -0.2842, -0.2838, -0.3129, -0.2978, -0.2935, -0.3059, -0.337, -0.33, -0.3629, -0.3745, -0.3635, -0.4009, -0.3839, -0.3671, -0.3624, -0.353, -0.353, -0.3538, -0.3139, -0.3086, -0.3602, -0.3856, -0.3479, -0.354, -0.3335, -0.3221, -0.3128, -0.2978, -0.2712, -0.2435, -0.278, -0.2736, -0.263, -0.2624, -0.2667, -0.2774, -0.2614, -0.2393, -0.2275, -0.2412, -0.1802, -0.1445, -0.121, -0.1146, -0.088, -0.0599, -0.037, 0.0032, 0.0, 0.0539, 0.0508, 0.0755, 0.0755, 0.0886, 0.0462, 0.0877, 0.185, 0.2679, 0.2465, 0.2119, 0.1657, 0.0878, 0.0679, 0.0455, 0.05, 0.121, 0.1069, 0.1232, 0.1015, 0.1071, 0.1102, 0.1102, 0.0949, 0.1038, 0.1038, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "thread:2056791389757977018", "ticker_idx": 1, "ts": "2026-05-19T17:37:35+00:00", "symbol": "FTNT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The cybersecurity names. I strongly feel like they are a necessity. Perhaps not today but over the next decade, they will be critical.", "tweet_type": "analysis", "timeline": "years", "summary": "Bullish on cybersecurity names (CRWD, FTNT, ZS, PANW, S) over the next decade as agentic AI makes threats exponentially worse.", "resolved_tickers": ["FTNT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "self_thread", "lang": "en", "tweet_text": "Some of you have already been scammed by fake accounts \"impersonating\" me.\n\nNo verified checkmark. Wrong username. Wrong name. Loaded with emojis. Lousy impersonation job.\n\nThis is exactly how I am starting my Agentic AI thread.\n\nNow here is what concerns me even more.  Because what you just saw is a human scammer doing this with bots or macros.\n\nImagine what happens when AI agents can do this at scale. Millions of convincing fake accounts. Personalized messages. Perfect grammar. No emojis needed. Running 24 hours a day without anyone sitting behind a keyboard.\n\nAgentic AI will make this exponentially worse. The cybersecurity names. I strongly feel like they are a necessity. Perhaps not today but over the next decade, they will be critical.\n\nBe careful out there.\n\n$CRWD $FTNT $ZS $PANW $S\n\n---\n\n30 scam bots blocked today. Just today.\nThat is humans doing this badly.\nAgentic AI will do it perfectly. At scale. Around the clock.\nNot just scams. Hacking into lives and systems.\nWe need better cybersecurity.\nGood Agents vs Bad Agents.\nI've spoken.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.008931364737540859, "ret_signed_m1d": -0.008931364737540859, "alpha_spy_m1d": -0.015636816417706756, "alpha_c_m1d": -0.015636816417706756, "bench_spy_m1d": 0.006705451680165897, "bench_c_m1d": 0.006705451680165897, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.01848950659383153, "ret_signed_p1d": 0.01848950659383153, "alpha_spy_p1d": 0.008240512011268075, "alpha_c_p1d": 0.008240512011268075, "bench_spy_p1d": 0.010248994582563453, "bench_c_p1d": 0.010248994582563453, "ret_p1w": 0.049514316471638065, "ret_signed_p1w": 0.049514316471638065, "alpha_spy_p1w": 0.02653578889548669, "alpha_c_p1w": 0.02653578889548669, "bench_spy_p1w": 0.022978527576151375, "bench_c_p1w": 0.022978527576151375, "ret_p1m": 0.12926982199075554, "ret_signed_p1m": 0.12926982199075554, "alpha_spy_p1m": 0.11941605558052992, "alpha_c_p1m": 0.11941605558052992, "bench_spy_p1m": 0.009853766410225617, "bench_c_p1m": 0.009853766410225617, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.3602, -0.3732, -0.4077, -0.4106, -0.394, -0.3795, -0.3808, -0.3797, -0.3646, -0.3514, -0.3386, -0.3445, -0.3434, -0.3403, -0.346, -0.3388, -0.3463, -0.3381, -0.3485, -0.3467, -0.3488, -0.3623, -0.3515, -0.3784, -0.3819, -0.3652, -0.3873, -0.3807, -0.3598, -0.3642, -0.3534, -0.3534, -0.3553, -0.3441, -0.3457, -0.3681, -0.3991, -0.3831, -0.3834, -0.3761, -0.3544, -0.3588, -0.3529, -0.332, -0.3177, -0.3516, -0.3392, -0.3288, -0.3284, -0.3254, -0.3395, -0.324, -0.3008, -0.2955, -0.2953, -0.1541, -0.1063, -0.0956, -0.1079, -0.078, -0.0453, -0.0381, -0.0089, 0.0, 0.0185, 0.0143, 0.0493, 0.0493, 0.0495, 0.0023, 0.0161, 0.0809, 0.1528, 0.1662, 0.1476, 0.1726, 0.1335, 0.1207, 0.0842, 0.0881, 0.1365, 0.1462, 0.1712, 0.1518, 0.1293, 0.1339, 0.1339, 0.1391, 0.1595, 0.1595, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "thread:2056791389757977018", "ticker_idx": 2, "ts": "2026-05-19T17:37:35+00:00", "symbol": "ZS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The cybersecurity names. I strongly feel like they are a necessity. Perhaps not today but over the next decade, they will be critical.", "tweet_type": "analysis", "timeline": "years", "summary": "Bullish on cybersecurity names (CRWD, FTNT, ZS, PANW, S) over the next decade as agentic AI makes threats exponentially worse.", "resolved_tickers": ["ZS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "self_thread", "lang": "en", "tweet_text": "Some of you have already been scammed by fake accounts \"impersonating\" me.\n\nNo verified checkmark. Wrong username. Wrong name. Loaded with emojis. Lousy impersonation job.\n\nThis is exactly how I am starting my Agentic AI thread.\n\nNow here is what concerns me even more.  Because what you just saw is a human scammer doing this with bots or macros.\n\nImagine what happens when AI agents can do this at scale. Millions of convincing fake accounts. Personalized messages. Perfect grammar. No emojis needed. Running 24 hours a day without anyone sitting behind a keyboard.\n\nAgentic AI will make this exponentially worse. The cybersecurity names. I strongly feel like they are a necessity. Perhaps not today but over the next decade, they will be critical.\n\nBe careful out there.\n\n$CRWD $FTNT $ZS $PANW $S\n\n---\n\n30 scam bots blocked today. Just today.\nThat is humans doing this badly.\nAgentic AI will do it perfectly. At scale. Around the clock.\nNot just scams. Hacking into lives and systems.\nWe need better cybersecurity.\nGood Agents vs Bad Agents.\nI've spoken.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.003195421161733214, "ret_signed_m1d": -0.003195421161733214, "alpha_spy_m1d": -0.009900872841899111, "alpha_c_m1d": -0.009900872841899111, "bench_spy_m1d": 0.006705451680165897, "bench_c_m1d": 0.006705451680165897, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0045649246890602235, "ret_signed_p1d": -0.0045649246890602235, "alpha_spy_p1d": -0.014813919271623677, "alpha_c_p1d": -0.014813919271623677, "bench_spy_p1d": 0.010248994582563453, "bench_c_p1d": 0.010248994582563453, "ret_p1w": 0.053352388607792456, "ret_signed_p1w": 0.053352388607792456, "alpha_spy_p1w": 0.03037386103164108, "alpha_c_p1w": 0.03037386103164108, "bench_spy_p1w": 0.022978527576151375, "bench_c_p1w": 0.022978527576151375, "ret_p1m": -0.29027105704183753, "ret_signed_p1m": -0.29027105704183753, "alpha_spy_p1m": -0.30012482345206315, "alpha_c_p1m": -0.30012482345206315, "bench_spy_p1m": 0.009853766410225617, "bench_c_p1m": 0.009853766410225617, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.0357, -0.0884, -0.1824, -0.1477, -0.1116, -0.045, -0.1613, -0.1522, -0.1174, -0.1086, -0.0758, -0.0639, -0.0721, -0.1064, -0.1223, -0.1349, -0.1226, -0.123, -0.1098, -0.1099, -0.1133, -0.1357, -0.1338, -0.2045, -0.2043, -0.1926, -0.2402, -0.2168, -0.1995, -0.2201, -0.2094, -0.2094, -0.2039, -0.1892, -0.2134, -0.3025, -0.3264, -0.3003, -0.3, -0.2524, -0.2335, -0.2315, -0.2308, -0.2034, -0.186, -0.2413, -0.2268, -0.2348, -0.2236, -0.2312, -0.2543, -0.2022, -0.1886, -0.1934, -0.2078, -0.1282, -0.1319, -0.1505, -0.1659, -0.1302, -0.123, -0.081, -0.0032, 0.0, -0.0046, -0.0242, 0.0406, 0.0406, 0.0534, -0.2787, -0.258, -0.2027, -0.1115, -0.1775, -0.2333, -0.2282, -0.2538, -0.2625, -0.2819, -0.2883, -0.2804, -0.2609, -0.2558, -0.274, -0.2903, -0.2876, -0.2876, -0.2921, -0.2801, -0.2801, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "thread:2056791389757977018", "ticker_idx": 3, "ts": "2026-05-19T17:37:35+00:00", "symbol": "PANW", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The cybersecurity names. I strongly feel like they are a necessity. Perhaps not today but over the next decade, they will be critical.", "tweet_type": "analysis", "timeline": "years", "summary": "Bullish on cybersecurity names (CRWD, FTNT, ZS, PANW, S) over the next decade as agentic AI makes threats exponentially worse.", "resolved_tickers": ["PANW"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "self_thread", "lang": "en", "tweet_text": "Some of you have already been scammed by fake accounts \"impersonating\" me.\n\nNo verified checkmark. Wrong username. Wrong name. Loaded with emojis. Lousy impersonation job.\n\nThis is exactly how I am starting my Agentic AI thread.\n\nNow here is what concerns me even more.  Because what you just saw is a human scammer doing this with bots or macros.\n\nImagine what happens when AI agents can do this at scale. Millions of convincing fake accounts. Personalized messages. Perfect grammar. No emojis needed. Running 24 hours a day without anyone sitting behind a keyboard.\n\nAgentic AI will make this exponentially worse. The cybersecurity names. I strongly feel like they are a necessity. Perhaps not today but over the next decade, they will be critical.\n\nBe careful out there.\n\n$CRWD $FTNT $ZS $PANW $S\n\n---\n\n30 scam bots blocked today. Just today.\nThat is humans doing this badly.\nAgentic AI will do it perfectly. At scale. Around the clock.\nNot just scams. Hacking into lives and systems.\nWe need better cybersecurity.\nGood Agents vs Bad Agents.\nI've spoken.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.03089992095142957, "ret_signed_m1d": 0.03089992095142957, "alpha_spy_m1d": 0.024194469271263674, "alpha_c_m1d": 0.024194469271263674, "bench_spy_m1d": 0.006705451680165897, "bench_c_m1d": 0.006705451680165897, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.027193597828324867, "ret_signed_p1d": 0.027193597828324867, "alpha_spy_p1d": 0.016944603245761414, "alpha_c_p1d": 0.016944603245761414, "bench_spy_p1d": 0.010248994582563453, "bench_c_p1d": 0.010248994582563453, "ret_p1w": 0.06921248814906877, "ret_signed_p1w": 0.06921248814906877, "alpha_spy_p1w": 0.0462339605729174, "alpha_c_p1w": 0.0462339605729174, "bench_spy_p1w": 0.022978527576151375, "bench_c_p1w": 0.022978527576151375, "ret_p1m": 0.17490525609449237, "ret_signed_p1m": 0.17490525609449237, "alpha_spy_p1m": 0.16505148968426675, "alpha_c_p1m": 0.16505148968426675, "bench_spy_p1m": 0.009853766410225617, "bench_c_p1m": 0.009853766410225617, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.3712, -0.3808, -0.3997, -0.41, -0.3968, -0.3778, -0.3798, -0.3747, -0.35, -0.3397, -0.3205, -0.3127, -0.3125, -0.3105, -0.3132, -0.2999, -0.3045, -0.3027, -0.2954, -0.2966, -0.2931, -0.3214, -0.3168, -0.3453, -0.3619, -0.3489, -0.3877, -0.3572, -0.3324, -0.3309, -0.3203, -0.3203, -0.3256, -0.2926, -0.2763, -0.3046, -0.3515, -0.3232, -0.3271, -0.3166, -0.3047, -0.301, -0.2939, -0.2714, -0.2454, -0.2787, -0.2565, -0.2383, -0.2463, -0.244, -0.2532, -0.2459, -0.2314, -0.2338, -0.2351, -0.1816, -0.1343, -0.1102, -0.1022, -0.0514, -0.008, 0.0112, 0.0309, 0.0, 0.0272, 0.0533, 0.0852, 0.0852, 0.0692, 0.0347, 0.0735, 0.1731, 0.2513, 0.2376, 0.1678, 0.1629, 0.1329, 0.1091, 0.0849, 0.0962, 0.1641, 0.1645, 0.1849, 0.1656, 0.1749, 0.1984, 0.1984, 0.1927, 0.2115, 0.2115, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "thread:2056791389757977018", "ticker_idx": 4, "ts": "2026-05-19T17:37:35+00:00", "symbol": "S", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "flipped_to_implicit", "polarity_reversed": false, "quote": "The cybersecurity names. I strongly feel like they are a necessity. Perhaps not today but over the next decade, they will be critical.", "tweet_type": "analysis", "timeline": "years", "summary": "Bullish on cybersecurity names (CRWD, FTNT, ZS, PANW, S) over the next decade as agentic AI makes threats exponentially worse.", "resolved_tickers": ["S"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "self_thread", "lang": "en", "tweet_text": "Some of you have already been scammed by fake accounts \"impersonating\" me.\n\nNo verified checkmark. Wrong username. Wrong name. Loaded with emojis. Lousy impersonation job.\n\nThis is exactly how I am starting my Agentic AI thread.\n\nNow here is what concerns me even more.  Because what you just saw is a human scammer doing this with bots or macros.\n\nImagine what happens when AI agents can do this at scale. Millions of convincing fake accounts. Personalized messages. Perfect grammar. No emojis needed. Running 24 hours a day without anyone sitting behind a keyboard.\n\nAgentic AI will make this exponentially worse. The cybersecurity names. I strongly feel like they are a necessity. Perhaps not today but over the next decade, they will be critical.\n\nBe careful out there.\n\n$CRWD $FTNT $ZS $PANW $S\n\n---\n\n30 scam bots blocked today. Just today.\nThat is humans doing this badly.\nAgentic AI will do it perfectly. At scale. Around the clock.\nNot just scams. Hacking into lives and systems.\nWe need better cybersecurity.\nGood Agents vs Bad Agents.\nI've spoken.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.006794956564076693, "ret_signed_m1d": -0.006794956564076693, "alpha_spy_m1d": -0.01350040824424259, "alpha_c_m1d": -0.01350040824424259, "bench_spy_m1d": 0.006705451680165897, "bench_c_m1d": 0.006705451680165897, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.017553763795066457, "ret_signed_p1d": 0.017553763795066457, "alpha_spy_p1d": 0.007304769212503004, "alpha_c_p1d": 0.007304769212503004, "bench_spy_p1d": 0.010248994582563453, "bench_c_p1d": 0.010248994582563453, "ret_p1w": 0.05096260624612392, "ret_signed_p1w": 0.05096260624612392, "alpha_spy_p1w": 0.027984078669972545, "alpha_c_p1w": 0.027984078669972545, "bench_spy_p1w": 0.022978527576151375, "bench_c_p1w": 0.022978527576151375, "ret_p1m": -0.1619478868283427, "ret_signed_p1m": -0.1619478868283427, "alpha_spy_p1m": -0.17180165323856833, "alpha_c_p1m": -0.17180165323856833, "bench_spy_p1m": 0.009853766410225617, "bench_c_p1m": 0.009853766410225617, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.2322, -0.2656, -0.2995, -0.2775, -0.2684, -0.2367, -0.2571, -0.2565, -0.2486, -0.2361, -0.2089, -0.1965, -0.1874, -0.1993, -0.1982, -0.2197, -0.1778, -0.1908, -0.1795, -0.1857, -0.1755, -0.1976, -0.1857, -0.2616, -0.2435, -0.2412, -0.2877, -0.286, -0.2707, -0.2463, -0.2452, -0.2452, -0.235, -0.2424, -0.2356, -0.2769, -0.3239, -0.2758, -0.278, -0.2492, -0.2112, -0.2061, -0.1891, -0.1812, -0.1716, -0.2118, -0.1937, -0.1716, -0.1704, -0.1676, -0.1982, -0.1563, -0.1166, -0.1019, -0.1319, -0.0985, -0.0606, -0.0753, -0.1087, -0.0895, -0.0651, -0.0453, -0.0068, 0.0, 0.0176, 0.0255, 0.0595, 0.0595, 0.051, 0.0164, 0.0204, -0.0629, 0.0085, -0.0176, -0.077, -0.064, -0.0968, -0.1082, -0.137, -0.1625, -0.1642, -0.1591, -0.1399, -0.1489, -0.1619, -0.1495, -0.1495, -0.1653, -0.1433, -0.1433, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2066028024362160468", "ticker_idx": 0, "ts": "2026-06-14T05:20:40+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Memory is what makes AI intelligent. The market is telling you where the value lives.", "tweet_type": "analysis", "timeline": "years", "summary": "Bullish memory (MU) and TSM on BofA's $1.96T semi TAM by 2030, with $900B in memory driven by AI/LLM demand.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "$MU $DRAM $TSM $NVDA Bank of America Projections\n\n$1.96T semi TAM by 2030. $900B is memory.\n\nNearly half. Why half?\n\nBecause LLMs without memory are stupid. Memory is what makes AI intelligent. The market is telling you where the value lives. https://t.co/2KKTdZ4nju", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.09777663934196312, "ret_signed_m1d": -0.09777663934196312, "alpha_spy_m1d": -0.0804482379565471, "alpha_c_m1d": -0.05583574205061881, "bench_spy_m1d": -0.017328401385416026, "bench_c_m1d": -0.041940897291344315, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.06179282996369051, "ret_signed_p1d": -0.06179282996369051, "alpha_spy_p1d": -0.05583126711945641, "alpha_c_p1d": -0.013732287915644514, "bench_spy_p1d": -0.005961562844234103, "bench_c_p1d": -0.048060542048045996, "ret_p1w": 0.11341098333253674, "ret_signed_p1w": 0.11341098333253674, "alpha_spy_p1w": 0.1247012938837685, "alpha_c_p1w": 0.07970676701133361, "bench_spy_p1w": -0.011290310551231753, "bench_c_p1w": 0.03370421632120313, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.5758, -0.5918, -0.6115, -0.6285, -0.6366, -0.649, -0.6734, -0.6718, -0.7042, -0.6895, -0.6619, -0.6634, -0.6634, -0.6528, -0.653, -0.6262, -0.6126, -0.6134, -0.6079, -0.572, -0.5807, -0.5797, -0.5817, -0.5878, -0.587, -0.5519, -0.5572, -0.5435, -0.5179, -0.5365, -0.5235, -0.5247, -0.5016, -0.4702, -0.4116, -0.3873, -0.4057, -0.3136, -0.269, -0.2954, -0.2614, -0.2867, -0.3339, -0.3736, -0.3578, -0.3272, -0.2995, -0.3097, -0.3097, -0.1766, -0.1467, -0.1512, -0.1075, -0.0482, -0.022, -0.0077, -0.0846, -0.2059, -0.1275, -0.1398, -0.1802, -0.0847, -0.0978, 0.0, -0.0618, -0.0412, 0.0423, 0.0423, 0.1134, -0.0333, -0.0333, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2066028024362160468", "ticker_idx": 1, "ts": "2026-06-14T05:20:40+00:00", "symbol": "TSM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$1.96T semi TAM by 2030. $900B is memory. Nearly half.", "tweet_type": "analysis", "timeline": "years", "summary": "Bullish memory (MU) and TSM on BofA's $1.96T semi TAM by 2030, with $900B in memory driven by AI/LLM demand.", "resolved_tickers": ["TSM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "$MU $DRAM $TSM $NVDA Bank of America Projections\n\n$1.96T semi TAM by 2030. $900B is memory.\n\nNearly half. Why half?\n\nBecause LLMs without memory are stupid. Memory is what makes AI intelligent. The market is telling you where the value lives. https://t.co/2KKTdZ4nju", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.0395786168152964, "ret_signed_m1d": -0.0395786168152964, "alpha_spy_m1d": -0.02225021542988037, "alpha_c_m1d": 0.0023622804760479177, "bench_spy_m1d": -0.017328401385416026, "bench_c_m1d": -0.041940897291344315, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03527414485617364, "ret_signed_p1d": -0.03527414485617364, "alpha_spy_p1d": -0.029312582011939536, "alpha_c_p1d": 0.012786397191872356, "bench_spy_p1d": -0.005961562844234103, "bench_c_p1d": -0.048060542048045996, "ret_p1w": 0.05951522404735421, "ret_signed_p1w": 0.05951522404735421, "alpha_spy_p1w": 0.07080553459858596, "alpha_c_p1w": 0.02581100772615108, "bench_spy_p1w": -0.011290310551231753, "bench_c_p1w": 0.03370421632120313, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.2325, -0.2343, -0.2558, -0.235, -0.2242, -0.214, -0.2629, -0.2615, -0.2846, -0.2362, -0.2282, -0.2337, -0.2337, -0.2275, -0.2195, -0.173, -0.1739, -0.1624, -0.1647, -0.1414, -0.1522, -0.1787, -0.1626, -0.1722, -0.1681, -0.1243, -0.1351, -0.0903, -0.0847, -0.1132, -0.1099, -0.1048, -0.1012, -0.0923, -0.1085, -0.0518, -0.0639, -0.0695, -0.0856, -0.1021, -0.0964, -0.0559, -0.0861, -0.1051, -0.1126, -0.0922, -0.0797, -0.0857, -0.0857, -0.0681, -0.0445, -0.0397, -0.0542, -0.0154, 0.0096, -0.013, 0.0056, -0.0616, -0.0353, -0.0328, -0.0761, -0.0461, -0.0396, 0.0, -0.0353, -0.021, 0.0469, 0.0469, 0.0595, -0.0114, -0.0114, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2066912993569558928", "ticker_idx": 0, "ts": "2026-06-16T15:57:13+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "It is the cheapest one on the list", "tweet_type": "analysis", "timeline": "years", "summary": "Long MU: cheapest at 9x among peers, sold out through 2026-2027, record margins, critical AI infrastructure supplier.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "$MU 9x. $INTC 48x. $MRVL 78x. $ARM 134x.\n\nOne of these companies is sold out through 2026 and likely 2027, generating record margins, and supplying the most critical component in AI infrastructure, the Cognitive Capacity Layer.\n\nIt is the cheapest one on the list. https://t.co/pCRrDkmtpQ", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.06586267078016372, "ret_signed_m1d": 0.06586267078016372, "alpha_spy_m1d": 0.059865354558376715, "alpha_c_m1d": 0.015375697426369017, "bench_spy_m1d": 0.005997316221787008, "bench_c_m1d": 0.050486973353794706, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.021973756246363108, "ret_signed_p1d": 0.021973756246363108, "alpha_spy_p1d": 0.03446162713141454, "alpha_c_p1d": 0.009035492117913435, "bench_spy_p1d": -0.012487870885051433, "bench_c_p1d": 0.012938264128449672, "ret_p1w": 0.030379334485042264, "ret_signed_p1w": 0.030379334485042264, "alpha_spy_p1w": 0.050184146463168156, "alpha_c_p1w": 0.02055792573022286, "bench_spy_p1w": -0.01980481197812589, "bench_c_p1w": 0.009821408754819405, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.5649, -0.5859, -0.604, -0.6127, -0.6258, -0.6519, -0.6502, -0.6847, -0.669, -0.6396, -0.6412, -0.6412, -0.6299, -0.6301, -0.6015, -0.5871, -0.588, -0.5821, -0.5438, -0.553, -0.5521, -0.5542, -0.5607, -0.5598, -0.5224, -0.5281, -0.5134, -0.4861, -0.506, -0.4921, -0.4934, -0.4688, -0.4353, -0.3728, -0.347, -0.3665, -0.2684, -0.2208, -0.249, -0.2127, -0.2398, -0.2901, -0.3323, -0.3155, -0.2829, -0.2534, -0.2643, -0.2643, -0.1223, -0.0905, -0.0953, -0.0487, 0.0144, 0.0425, 0.0576, -0.0243, -0.1536, -0.07, -0.0831, -0.1263, -0.0244, -0.0384, 0.0659, 0.0, 0.022, 0.1109, 0.1109, 0.1867, 0.0304, 0.0304, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2066235204436664590", "ticker_idx": 0, "ts": "2026-06-14T19:03:56+00:00", "symbol": "DRAM", "kind": "sector", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Which drives the DRAM and prices higher globally", "tweet_type": "prediction", "timeline": "unspecified", "summary": "AI-driven demand pushes DRAM prices higher globally.", "resolved_tickers": ["MU", "000660.KS", "005930.KS"], "resolution_method": "basket", "resolution_reason": "DRAM sector basket: Micron, SK Hynix, Samsung", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@Scomfish Which drives the DRAM and prices higher globally.", "reply_text": null, "parent_text": "@TradexWhisperer ? Essentially entire memory demand explosion has been from AI buildout, not consumer products...", "quoted_text": null, "parent_author": "Scomfish", "ret_m1d": -0.06703934362936748, "ret_signed_m1d": -0.06703934362936748, "alpha_spy_m1d": -0.04971094224395145, "alpha_c_m1d": -0.02509844633802316, "bench_spy_m1d": -0.017328401385416026, "bench_c_m1d": -0.041940897291344315, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0009682531923679664, "ret_signed_p1d": -0.0009682531923679664, "alpha_spy_p1d": 0.004993309651866136, "alpha_c_p1d": 0.04709228885567803, "bench_spy_p1d": -0.005961562844234103, "bench_c_p1d": -0.048060542048045996, "ret_p1w": 0.1460530403171981, "ret_signed_p1w": 0.1460530403171981, "alpha_spy_p1w": 0.15734335086842985, "alpha_c_p1w": 0.11234882399599497, "bench_spy_p1w": -0.011290310551231753, "bench_c_p1w": 0.03370421632120313, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.499, -0.5185, -0.527, -0.5564, -0.548, -0.5515, -0.5775, -0.5769, -0.5999, -0.6136, -0.5691, -0.5904, -0.576, -0.5642, -0.5565, -0.5167, -0.5237, -0.5178, -0.519, -0.4924, -0.486, -0.4765, -0.4826, -0.4806, -0.4674, -0.4574, -0.4519, -0.4527, -0.429, -0.4366, -0.4293, -0.4361, -0.4285, -0.3826, -0.3631, -0.2995, -0.2924, -0.26, -0.2001, -0.2219, -0.185, -0.1825, -0.2455, -0.2452, -0.2592, -0.2486, -0.1877, -0.1979, -0.1979, -0.1309, -0.0852, -0.0873, -0.0491, 0.0067, 0.0264, 0.0312, -0.0124, -0.1083, -0.1385, -0.0721, -0.1292, -0.0931, -0.067, 0.0, -0.001, 0.0296, 0.0972, 0.1003, 0.1461, 0.0011, 0.0349, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2065976697242198176", "ticker_idx": 0, "ts": "2026-06-14T01:56:43+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "A slow, relentless grind higher all the way to a forward PE of 20+", "tweet_type": "analysis", "timeline": "years", "summary": "Memory cycle flattening via LTAs + HBM supply constraints drives multi-year re-rating toward 20+ forward PE for memory makers.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "$MU $DRAM $005930 $000660\n\nHow will the memory industry flatten the cycle?\n\nThe next wave of LTAs between memory makers and hyperscalers will trade away the extreme peak pricing of the old boom cycles in exchange for stability. Both sides benefit. The highs get lower but the lows get higher. The amplitude compresses over time. Revenue becomes more predictable. Margins become more durable. And the \"cyclical\" discount in the multiple starts to erode.\n\nThe leverage? HBM. It consumes 3x more wafers per bit. That supply constraint gives memory makers the negotiating power to lock in these LTAs on favorable terms.\n\nIt might be 2029. Maybe even 2030. A slow, relentless grind higher all the way to a forward PE of 20+", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.09777663934196312, "ret_signed_m1d": -0.09777663934196312, "alpha_spy_m1d": -0.0804482379565471, "alpha_c_m1d": -0.05583574205061881, "bench_spy_m1d": -0.017328401385416026, "bench_c_m1d": -0.041940897291344315, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.06179282996369051, "ret_signed_p1d": -0.06179282996369051, "alpha_spy_p1d": -0.05583126711945641, "alpha_c_p1d": -0.013732287915644514, "bench_spy_p1d": -0.005961562844234103, "bench_c_p1d": -0.048060542048045996, "ret_p1w": 0.11341098333253674, "ret_signed_p1w": 0.11341098333253674, "alpha_spy_p1w": 0.1247012938837685, "alpha_c_p1w": 0.07970676701133361, "bench_spy_p1w": -0.011290310551231753, "bench_c_p1w": 0.03370421632120313, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.5758, -0.5918, -0.6115, -0.6285, -0.6366, -0.649, -0.6734, -0.6718, -0.7042, -0.6895, -0.6619, -0.6634, -0.6634, -0.6528, -0.653, -0.6262, -0.6126, -0.6134, -0.6079, -0.572, -0.5807, -0.5797, -0.5817, -0.5878, -0.587, -0.5519, -0.5572, -0.5435, -0.5179, -0.5365, -0.5235, -0.5247, -0.5016, -0.4702, -0.4116, -0.3873, -0.4057, -0.3136, -0.269, -0.2954, -0.2614, -0.2867, -0.3339, -0.3736, -0.3578, -0.3272, -0.2995, -0.3097, -0.3097, -0.1766, -0.1467, -0.1512, -0.1075, -0.0482, -0.022, -0.0077, -0.0846, -0.2059, -0.1275, -0.1398, -0.1802, -0.0847, -0.0978, 0.0, -0.0618, -0.0412, 0.0423, 0.0423, 0.1134, -0.0333, -0.0333, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2065976697242198176", "ticker_idx": 1, "ts": "2026-06-14T01:56:43+00:00", "symbol": "005930.KS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The highs get lower but the lows get higher. The amplitude compresses over time. Revenue becomes more predictable. Margins become more durable.", "tweet_type": "analysis", "timeline": "years", "summary": "Memory cycle flattening via LTAs + HBM supply constraints drives multi-year re-rating toward 20+ forward PE for memory makers.", "resolved_tickers": ["005930.KS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Consumer Electronics'", "bench_c_industry": "Consumer Electronics", "unit_kind": "original", "lang": "en", "tweet_text": "$MU $DRAM $005930 $000660\n\nHow will the memory industry flatten the cycle?\n\nThe next wave of LTAs between memory makers and hyperscalers will trade away the extreme peak pricing of the old boom cycles in exchange for stability. Both sides benefit. The highs get lower but the lows get higher. The amplitude compresses over time. Revenue becomes more predictable. Margins become more durable. And the \"cyclical\" discount in the multiple starts to erode.\n\nThe leverage? HBM. It consumes 3x more wafers per bit. That supply constraint gives memory makers the negotiating power to lock in these LTAs on favorable terms.\n\nIt might be 2029. Maybe even 2030. A slow, relentless grind higher all the way to a forward PE of 20+", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.04302670623145399, "ret_signed_m1d": -0.04302670623145399, "alpha_spy_m1d": -0.025698304846037967, "alpha_c_m1d": -0.006580598241923807, "bench_spy_m1d": -0.017328401385416026, "bench_c_m1d": -0.036446107989530185, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.017804154302670572, "ret_signed_p1d": 0.017804154302670572, "alpha_spy_p1d": 0.023765717146904675, "alpha_c_p1d": 0.04569924581800655, "bench_spy_p1d": -0.005961562844234103, "bench_c_p1d": -0.02789509151533598, "ret_p1w": 0.04896142433234418, "ret_signed_p1w": 0.04896142433234418, "alpha_spy_p1w": 0.060251734883575936, "alpha_c_p1w": 0.04588977807587824, "bench_spy_p1w": -0.011290310551231753, "bench_c_p1w": 0.003071646256465943, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.3826, -0.4063, -0.4095, -0.4483, -0.4383, -0.4403, -0.4667, -0.4667, -0.4769, -0.5039, -0.4372, -0.4706, -0.4475, -0.427, -0.4169, -0.3754, -0.3947, -0.3887, -0.4036, -0.3872, -0.3739, -0.3546, -0.3591, -0.3635, -0.3501, -0.3546, -0.3338, -0.3487, -0.3338, -0.3412, -0.3294, -0.3457, -0.3457, -0.3101, -0.3101, -0.2107, -0.1944, -0.2033, -0.1528, -0.1721, -0.1573, -0.1217, -0.1973, -0.1662, -0.1825, -0.181, -0.1113, -0.132, -0.132, -0.1128, -0.089, -0.1113, -0.0593, 0.0356, 0.0697, 0.0697, 0.043, -0.0237, -0.1231, -0.0445, -0.1024, -0.1128, -0.043, 0.0, 0.0178, 0.0282, 0.0757, 0.0504, 0.049, -0.0801, 0.0104, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2065976697242198176", "ticker_idx": 2, "ts": "2026-06-14T01:56:43+00:00", "symbol": "000660.KS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The highs get lower but the lows get higher. The amplitude compresses over time. Revenue becomes more predictable. Margins become more durable.", "tweet_type": "analysis", "timeline": "years", "summary": "Memory cycle flattening via LTAs + HBM supply constraints drives multi-year re-rating toward 20+ forward PE for memory makers.", "resolved_tickers": ["000660.KS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "$MU $DRAM $005930 $000660\n\nHow will the memory industry flatten the cycle?\n\nThe next wave of LTAs between memory makers and hyperscalers will trade away the extreme peak pricing of the old boom cycles in exchange for stability. Both sides benefit. The highs get lower but the lows get higher. The amplitude compresses over time. Revenue becomes more predictable. Margins become more durable. And the \"cyclical\" discount in the multiple starts to erode.\n\nThe leverage? HBM. It consumes 3x more wafers per bit. That supply constraint gives memory makers the negotiating power to lock in these LTAs on favorable terms.\n\nIt might be 2029. Maybe even 2030. A slow, relentless grind higher all the way to a forward PE of 20+", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.06031468531468531, "ret_signed_m1d": -0.06031468531468531, "alpha_spy_m1d": -0.04298628392926929, "alpha_c_m1d": -0.018373788023340998, "bench_spy_m1d": -0.017328401385416026, "bench_c_m1d": -0.041940897291344315, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.04108391608391604, "ret_signed_p1d": 0.04108391608391604, "alpha_spy_p1d": 0.04704547892815014, "alpha_c_p1d": 0.08914445813196203, "bench_spy_p1d": -0.005961562844234103, "bench_c_p1d": -0.048060542048045996, "ret_p1w": 0.27578671328671334, "ret_signed_p1w": 0.27578671328671334, "alpha_spy_p1w": 0.2870770238379451, "alpha_c_p1w": 0.2420824969655102, "bench_spy_p1w": -0.011290310551231753, "bench_c_p1w": 0.03370421632120313, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.5385, -0.5573, -0.56, -0.5923, -0.5691, -0.5652, -0.5923, -0.5923, -0.6185, -0.6473, -0.608, -0.6373, -0.6172, -0.6128, -0.5997, -0.5486, -0.5639, -0.5512, -0.5455, -0.518, -0.5036, -0.4953, -0.5071, -0.4905, -0.4651, -0.4656, -0.4647, -0.466, -0.4354, -0.4319, -0.435, -0.438, -0.438, -0.3677, -0.3677, -0.3004, -0.2772, -0.2632, -0.1785, -0.1981, -0.1365, -0.1391, -0.2051, -0.1959, -0.2375, -0.2375, -0.1522, -0.1518, -0.1518, -0.1033, -0.0198, 0.0004, 0.0197, 0.0328, 0.0315, 0.0315, 0.0044, -0.0953, -0.1648, -0.0319, -0.1049, -0.0817, -0.0603, 0.0, 0.0411, 0.1018, 0.1735, 0.208, 0.2758, 0.1167, 0.1276, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2068869009995681996", "ticker_idx": 0, "ts": "2026-06-22T01:29:44+00:00", "symbol": "TSM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Pay attention to the Z-Axis Trade. $TSM", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish on Z-Axis Trade basket (TSM, ASX, AMKR, INTC) on advanced packaging as a defining next-gen capability, catalyzed by Intel's hire of former SK Hynix CEO.", "resolved_tickers": ["TSM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "Pay attention to the Z-Axis Trade. $TSM $ASX $AMKR\n\n$INTC just hired Seok Hee Lee, Former President and CEO of SK hynix, as EVP of Intel Foundry to lead Advanced Packaging.\n\nCEO Lip-Bu Tan’s Comments: Emphasized that advanced packaging and system integration are “defining capabilities” for next-gen systems. Lee’s expertise will help scale technologies like EMIB-T and HBI to high-volume production.", "reply_text": null, "parent_text": null, "quoted_text": "$ASX +4% $AMKR +8% $INTC +8%\n\nI am coining a new term here on X\n\n\"The Z-Axis Trade\" $TSM https://t.co/vu4JUMaNxl", "parent_author": null, "ret_m1d": -0.011867381168761848, "ret_signed_m1d": -0.011867381168761848, "alpha_spy_m1d": -0.015024295608361604, "alpha_c_m1d": 0.0016321458591714855, "bench_spy_m1d": 0.003156914439599756, "bench_c_m1d": -0.013499527027933333, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.06688476464427062, "ret_signed_p1d": -0.06688476464427062, "alpha_spy_p1d": -0.05236281063377901, "alpha_c_p1d": 0.003169483659540284, "bench_spy_p1d": -0.014521954010491611, "bench_c_p1d": -0.0700542483038109, "ret_p1w": null, "ret_signed_p1w": null, "alpha_spy_p1w": null, "alpha_c_p1w": null, "bench_spy_p1w": null, "bench_c_p1w": null, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.2582, -0.3043, -0.303, -0.3248, -0.2791, -0.2715, -0.2767, -0.2767, -0.2709, -0.2633, -0.2194, -0.2203, -0.2094, -0.2116, -0.1896, -0.1998, -0.2249, -0.2096, -0.2187, -0.2148, -0.1735, -0.1837, -0.1414, -0.1361, -0.163, -0.1599, -0.1551, -0.1517, -0.1433, -0.1586, -0.1051, -0.1165, -0.1218, -0.137, -0.1525, -0.1471, -0.1089, -0.1374, -0.1553, -0.1625, -0.1432, -0.1314, -0.1371, -0.1371, -0.1204, -0.0982, -0.0937, -0.1073, -0.0707, -0.0471, -0.0684, -0.0509, -0.1143, -0.0895, -0.0871, -0.128, -0.0996, -0.0935, -0.0562, -0.0895, -0.076, -0.0119, -0.0119, 0.0, -0.0669, -0.0669, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2068869009995681996", "ticker_idx": 1, "ts": "2026-06-22T01:29:44+00:00", "symbol": "ASX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Pay attention to the Z-Axis Trade. $TSM $ASX $AMKR", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish on Z-Axis Trade basket (TSM, ASX, AMKR, INTC) on advanced packaging as a defining next-gen capability, catalyzed by Intel's hire of former SK Hynix CEO.", "resolved_tickers": ["ASX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "Pay attention to the Z-Axis Trade. $TSM $ASX $AMKR\n\n$INTC just hired Seok Hee Lee, Former President and CEO of SK hynix, as EVP of Intel Foundry to lead Advanced Packaging.\n\nCEO Lip-Bu Tan’s Comments: Emphasized that advanced packaging and system integration are “defining capabilities” for next-gen systems. Lee’s expertise will help scale technologies like EMIB-T and HBI to high-volume production.", "reply_text": null, "parent_text": null, "quoted_text": "$ASX +4% $AMKR +8% $INTC +8%\n\nI am coining a new term here on X\n\n\"The Z-Axis Trade\" $TSM https://t.co/vu4JUMaNxl", "parent_author": null, "ret_m1d": -0.07015125248792686, "ret_signed_m1d": -0.07015125248792686, "alpha_spy_m1d": -0.07330816692752662, "alpha_c_m1d": -0.05665172545999353, "bench_spy_m1d": 0.003156914439599756, "bench_c_m1d": -0.013499527027933333, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.08826223219613316, "ret_signed_p1d": -0.08826223219613316, "alpha_spy_p1d": -0.07374027818564155, "alpha_c_p1d": -0.018207983892322255, "bench_spy_p1d": -0.014521954010491611, "bench_c_p1d": -0.0700542483038109, "ret_p1w": null, "ret_signed_p1w": null, "alpha_spy_p1w": null, "alpha_c_p1w": null, "bench_spy_p1w": null, "bench_c_p1w": null, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.4865, -0.5087, -0.5071, -0.5211, -0.503, -0.4846, -0.4892, -0.4892, -0.483, -0.4913, -0.4466, -0.4381, -0.4305, -0.3913, -0.384, -0.3757, -0.3673, -0.3446, -0.3287, -0.3214, -0.3134, -0.3166, -0.2664, -0.2928, -0.3104, -0.2987, -0.2799, -0.2758, -0.26, -0.2334, -0.2169, -0.2357, -0.2153, -0.1907, -0.2141, -0.1868, -0.1919, -0.2249, -0.2744, -0.2918, -0.2735, -0.2517, -0.202, -0.202, -0.1071, -0.1043, -0.0692, -0.1208, -0.1249, -0.1, -0.0851, -0.1197, -0.2199, -0.1857, -0.1958, -0.2137, -0.1564, -0.1261, -0.1174, -0.1554, -0.1417, -0.0702, -0.0702, 0.0, -0.0883, -0.0883, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2068869009995681996", "ticker_idx": 2, "ts": "2026-06-22T01:29:44+00:00", "symbol": "AMKR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Pay attention to the Z-Axis Trade. $TSM $ASX $AMKR", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish on Z-Axis Trade basket (TSM, ASX, AMKR, INTC) on advanced packaging as a defining next-gen capability, catalyzed by Intel's hire of former SK Hynix CEO.", "resolved_tickers": ["AMKR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductor Equipment & Materials'", "bench_c_industry": "Semiconductor Equipment & Materials", "unit_kind": "quote", "lang": "en", "tweet_text": "Pay attention to the Z-Axis Trade. $TSM $ASX $AMKR\n\n$INTC just hired Seok Hee Lee, Former President and CEO of SK hynix, as EVP of Intel Foundry to lead Advanced Packaging.\n\nCEO Lip-Bu Tan’s Comments: Emphasized that advanced packaging and system integration are “defining capabilities” for next-gen systems. Lee’s expertise will help scale technologies like EMIB-T and HBI to high-volume production.", "reply_text": null, "parent_text": null, "quoted_text": "$ASX +4% $AMKR +8% $INTC +8%\n\nI am coining a new term here on X\n\n\"The Z-Axis Trade\" $TSM https://t.co/vu4JUMaNxl", "parent_author": null, "ret_m1d": -0.033030506322651476, "ret_signed_m1d": -0.033030506322651476, "alpha_spy_m1d": -0.03618742076225123, "alpha_c_m1d": -0.019530979294718143, "bench_spy_m1d": 0.003156914439599756, "bench_c_m1d": -0.013499527027933333, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.07300910324156695, "ret_signed_p1d": -0.07300910324156695, "alpha_spy_p1d": -0.05848714923107534, "alpha_c_p1d": -0.0029548549377560462, "bench_spy_p1d": -0.014521954010491611, "bench_c_p1d": -0.0700542483038109, "ret_p1w": null, "ret_signed_p1w": null, "alpha_spy_p1w": null, "alpha_c_p1w": null, "bench_spy_p1w": null, "bench_c_p1w": null, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.4669, -0.518, -0.5254, -0.5596, -0.5192, -0.5036, -0.5014, -0.5014, -0.4978, -0.4915, -0.4403, -0.4112, -0.3811, -0.3547, -0.3453, -0.3623, -0.3284, -0.2807, -0.2586, -0.2503, -0.2286, -0.2215, -0.1661, -0.1926, -0.2381, -0.2461, -0.2552, -0.2409, -0.2423, -0.1809, -0.1755, -0.2283, -0.182, -0.1811, -0.2157, -0.2034, -0.2303, -0.2488, -0.2949, -0.3002, -0.2687, -0.2964, -0.298, -0.298, -0.2156, -0.2292, -0.2464, -0.2573, -0.2232, -0.202, -0.1962, -0.2109, -0.3057, -0.27, -0.242, -0.2559, -0.186, -0.1151, -0.0867, -0.0748, -0.0761, -0.033, -0.033, 0.0, -0.073, -0.073, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2068869009995681996", "ticker_idx": 3, "ts": "2026-06-22T01:29:44+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Pay attention to the Z-Axis Trade. $TSM $ASX $AMKR\n\n$INTC just hired Seok Hee Lee, Former President and CEO of SK hynix, as EVP of Intel Foundry to lead Advanced Packaging.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish on Z-Axis Trade basket (TSM, ASX, AMKR, INTC) on advanced packaging as a defining next-gen capability, catalyzed by Intel's hire of former SK Hynix CEO.", "resolved_tickers": ["INTC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "Pay attention to the Z-Axis Trade. $TSM $ASX $AMKR\n\n$INTC just hired Seok Hee Lee, Former President and CEO of SK hynix, as EVP of Intel Foundry to lead Advanced Packaging.\n\nCEO Lip-Bu Tan’s Comments: Emphasized that advanced packaging and system integration are “defining capabilities” for next-gen systems. Lee’s expertise will help scale technologies like EMIB-T and HBI to high-volume production.", "reply_text": null, "parent_text": null, "quoted_text": "$ASX +4% $AMKR +8% $INTC +8%\n\nI am coining a new term here on X\n\n\"The Z-Axis Trade\" $TSM https://t.co/vu4JUMaNxl", "parent_author": null, "ret_m1d": -0.04931174136407124, "ret_signed_m1d": -0.04931174136407124, "alpha_spy_m1d": -0.052468655803670994, "alpha_c_m1d": -0.035812214336137904, "bench_spy_m1d": 0.003156914439599756, "bench_c_m1d": -0.013499527027933333, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.061444611267902016, "ret_signed_p1d": -0.061444611267902016, "alpha_spy_p1d": -0.046922657257410405, "alpha_c_p1d": 0.00860963703590889, "bench_spy_p1d": -0.014521954010491611, "bench_c_p1d": -0.0700542483038109, "ret_p1w": null, "ret_signed_p1w": null, "alpha_spy_p1w": null, "alpha_c_p1w": null, "bench_spy_p1w": null, "bench_c_p1w": null, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.6652, -0.6871, -0.694, -0.7077, -0.6869, -0.6592, -0.6425, -0.6425, -0.6397, -0.6246, -0.5817, -0.5621, -0.5574, -0.5375, -0.5473, -0.5392, -0.514, -0.514, -0.5338, -0.5299, -0.5369, -0.5262, -0.4144, -0.397, -0.4003, -0.3277, -0.3296, -0.2932, -0.3204, -0.2327, -0.1982, -0.2222, -0.1137, -0.0816, -0.1442, -0.1465, -0.1775, -0.2283, -0.2325, -0.2138, -0.156, -0.1592, -0.1497, -0.1497, -0.1236, -0.136, -0.1423, -0.1863, -0.2243, -0.2342, -0.2003, -0.2069, -0.2964, -0.2176, -0.2343, -0.2405, -0.1701, -0.1161, -0.0928, -0.1695, -0.1408, -0.0493, -0.0493, 0.0, -0.0614, -0.0614, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2067635110724460631", "ticker_idx": 0, "ts": "2026-06-18T15:46:39+00:00", "symbol": "AMD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Server CPU shipment projection revised from 14% to 23% YoY for 2026. The revision reflects CSPs' continued incorporation of AMD platforms for new projects and the swift increase in AI inference workloads.", "tweet_type": "analysis", "timeline": "months", "summary": "Adopts research revising AMD server CPU growth to 23% and INTC to +3% for 2026; AMD is the stronger call, INTC faces dual headwinds; TSMC benefits from both.", "resolved_tickers": ["AMD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "Interesting CPU research from a reputable firm.\n\nThis firm revised $AMD server CPU shipments from 14% to 23% growth for 2026. $INTC revised from negative 3% to positive 3%. $ARM adoption accelerating across AWS, Google, Meta, and NVIDIA. Here are the details.\n\nINTEL\n\nServer CPU shipment projection revised from negative 3% to positive 3% YoY for 2026. The upward revision is driven by recent growth in demand for AWS inference servers, which strengthened order pulls for both Emerald Rapids and Granite Rapids.\nEmerald Rapids is expected to become the mainstream platform in 2026 with penetration potentially exceeding 40% as CSP and enterprise markets complete their platform transitions.\n\nHowever, Intel continues to face dual pressures. The enterprise market remains reserved in demand, and AMD continues to expand in the CSP sector. Both of these dynamics are yielding pressure on Intel's market share in cloud and enterprise.\n\nAMD\n\nServer CPU shipment projection revised from 14% to 23% YoY for 2026. The revision reflects CSPs' continued incorporation of AMD platforms for new projects and the swift increase in AI inference workloads.\n\nPlatform breakdown: Turin: becoming AMD's mainstream high performance platform in 2026, gradually replacing Genoa. Bergamo: retaining approximately 15 to 20% penetration, mostly driven by demand from social media applications such as Meta. Venice: entering small scale mass production starting Q2 2026. Penetration rate could approach 10% by Q4 2026 if qualifications proceed without issues. Venice will initially focus on incorporation for AMD's AI server Rack Helios.\n\nAMD's competitive advantage in the server market continues to rest on its superior performance per watt ratio and product cadence.\n\nARM ARCHITECTURE\n\nThe penetration of ARM architecture in cloud data centers continues to rise, driven by two forces: CSPs adopting in-house CPUs and strong demand from NVIDIA's AI platforms.\n\nAWS Graviton: expected to further increase adoption in 2026, with annual shipments approaching 1.4M units. Google Axion: shipments projected to climb to nearly 1M units, propelled by TPU v8 rack deployments. Meta AGI CPU: co-developed with ARM, beginning to ramp in volume this year. NVIDIA Vera CPU: shipments estimated at around 3M units for 2026, driven by GB series AI server rack volume growth and the introduction of the VR200 platform in H2. Given NVIDIA's recent aggressive promotion of standalone Vera CPU rack solutions, an upward revision of Vera CPU shipments cannot be ruled out.\n\nSTRUCTURAL SHIFT\n\nWhile demand for x86 server CPUs continues to grow, the competitive landscape is undergoing a structural shift. AMD is steadily expanding its market share in cloud data centers. Intel continues to face pressure from cautious enterprise demand and product transition cycles.\n\nAs AI server architectures rapidly evolve and CSPs expand deployment of in-house chips, the ARM CPU architecture has become increasingly important in the data center sector. Driven by workloads such as AI training, inference, and scale out applications, the adoption of ARM CPUs is poised for continued growth and serves as a critical direction for future cloud and AI infrastructure development.\n\nReminder: Intel has multiple narratives beyond the CPU. Advanced packaging (EMIB) and foundry. Whether any of those turn into real sustainable growth is an entirely different story.\n\nAlso AMD & ARM growth = $TSM TSMC Growth", "reply_text": null, "parent_text": null, "quoted_text": "$AMD $INTC AI Inference & Agentic AI Tailwind. Is Market finally pricing in the CPU necessity?\n\n-AMD CEO Lisa Su disclosed at the March 2026 Morgan Stanley TMT Conference that server CPU demand has \"far exceeded\" prior forecasts.\n\n-Meta and AMD announced a five year, $60 billion https://t.co/F21QcDSkXM", "parent_author": null, "ret_m1d": -0.04631820696094058, "ret_signed_m1d": -0.04631820696094058, "alpha_spy_m1d": -0.03602819964724924, "alpha_c_m1d": 0.008100829703255208, "bench_spy_m1d": -0.01029000731369134, "bench_c_m1d": -0.054419036664195786, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0, "ret_signed_p1d": 0.0, "alpha_spy_p1d": 0.0, "alpha_c_p1d": 0.0, "bench_spy_p1d": 0.0, "bench_c_p1d": 0.0, "ret_p1w": null, "ret_signed_p1w": null, "alpha_spy_p1w": null, "alpha_c_p1w": null, "bench_spy_p1w": null, "bench_c_p1w": null, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.6228, -0.6178, -0.5901, -0.6208, -0.6241, -0.6352, -0.6214, -0.6088, -0.5953, -0.5953, -0.5903, -0.5878, -0.5686, -0.5596, -0.544, -0.5407, -0.5253, -0.5197, -0.4822, -0.4819, -0.4883, -0.4706, -0.4353, -0.4318, -0.3528, -0.3773, -0.3985, -0.3727, -0.3403, -0.3291, -0.3644, -0.3389, -0.2158, -0.2399, -0.1529, -0.1462, -0.1658, -0.171, -0.1631, -0.2108, -0.2166, -0.2295, -0.1671, -0.1634, -0.13, -0.13, -0.0623, -0.0778, -0.0359, -0.0396, -0.0507, -0.0295, 0.0096, -0.0264, -0.1321, -0.0875, -0.1151, -0.1581, -0.091, -0.048, 0.0184, -0.056, -0.0463, 0.0, 0.0, 0.0265, -0.0326, -0.0326, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2067635110724460631", "ticker_idx": 1, "ts": "2026-06-18T15:46:39+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Server CPU shipment projection revised from negative 3% to positive 3% YoY for 2026. However, Intel continues to face dual pressures.", "tweet_type": "analysis", "timeline": "months", "summary": "Adopts research revising AMD server CPU growth to 23% and INTC to +3% for 2026; AMD is the stronger call, INTC faces dual headwinds; TSMC benefits from both.", "resolved_tickers": ["INTC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "Interesting CPU research from a reputable firm.\n\nThis firm revised $AMD server CPU shipments from 14% to 23% growth for 2026. $INTC revised from negative 3% to positive 3%. $ARM adoption accelerating across AWS, Google, Meta, and NVIDIA. Here are the details.\n\nINTEL\n\nServer CPU shipment projection revised from negative 3% to positive 3% YoY for 2026. The upward revision is driven by recent growth in demand for AWS inference servers, which strengthened order pulls for both Emerald Rapids and Granite Rapids.\nEmerald Rapids is expected to become the mainstream platform in 2026 with penetration potentially exceeding 40% as CSP and enterprise markets complete their platform transitions.\n\nHowever, Intel continues to face dual pressures. The enterprise market remains reserved in demand, and AMD continues to expand in the CSP sector. Both of these dynamics are yielding pressure on Intel's market share in cloud and enterprise.\n\nAMD\n\nServer CPU shipment projection revised from 14% to 23% YoY for 2026. The revision reflects CSPs' continued incorporation of AMD platforms for new projects and the swift increase in AI inference workloads.\n\nPlatform breakdown: Turin: becoming AMD's mainstream high performance platform in 2026, gradually replacing Genoa. Bergamo: retaining approximately 15 to 20% penetration, mostly driven by demand from social media applications such as Meta. Venice: entering small scale mass production starting Q2 2026. Penetration rate could approach 10% by Q4 2026 if qualifications proceed without issues. Venice will initially focus on incorporation for AMD's AI server Rack Helios.\n\nAMD's competitive advantage in the server market continues to rest on its superior performance per watt ratio and product cadence.\n\nARM ARCHITECTURE\n\nThe penetration of ARM architecture in cloud data centers continues to rise, driven by two forces: CSPs adopting in-house CPUs and strong demand from NVIDIA's AI platforms.\n\nAWS Graviton: expected to further increase adoption in 2026, with annual shipments approaching 1.4M units. Google Axion: shipments projected to climb to nearly 1M units, propelled by TPU v8 rack deployments. Meta AGI CPU: co-developed with ARM, beginning to ramp in volume this year. NVIDIA Vera CPU: shipments estimated at around 3M units for 2026, driven by GB series AI server rack volume growth and the introduction of the VR200 platform in H2. Given NVIDIA's recent aggressive promotion of standalone Vera CPU rack solutions, an upward revision of Vera CPU shipments cannot be ruled out.\n\nSTRUCTURAL SHIFT\n\nWhile demand for x86 server CPUs continues to grow, the competitive landscape is undergoing a structural shift. AMD is steadily expanding its market share in cloud data centers. Intel continues to face pressure from cautious enterprise demand and product transition cycles.\n\nAs AI server architectures rapidly evolve and CSPs expand deployment of in-house chips, the ARM CPU architecture has become increasingly important in the data center sector. Driven by workloads such as AI training, inference, and scale out applications, the adoption of ARM CPUs is poised for continued growth and serves as a critical direction for future cloud and AI infrastructure development.\n\nReminder: Intel has multiple narratives beyond the CPU. Advanced packaging (EMIB) and foundry. Whether any of those turn into real sustainable growth is an entirely different story.\n\nAlso AMD & ARM growth = $TSM TSMC Growth", "reply_text": null, "parent_text": null, "quoted_text": "$AMD $INTC AI Inference & Agentic AI Tailwind. Is Market finally pricing in the CPU necessity?\n\n-AMD CEO Lisa Su disclosed at the March 2026 Morgan Stanley TMT Conference that server CPU demand has \"far exceeded\" prior forecasts.\n\n-Meta and AMD announced a five year, $60 billion https://t.co/F21QcDSkXM", "parent_author": null, "ret_m1d": -0.09620125748633235, "ret_signed_m1d": -0.09620125748633235, "alpha_spy_m1d": -0.08591125017264101, "alpha_c_m1d": -0.04178222082213656, "bench_spy_m1d": -0.01029000731369134, "bench_c_m1d": -0.054419036664195786, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0, "ret_signed_p1d": 0.0, "alpha_spy_p1d": 0.0, "alpha_c_p1d": 0.0, "bench_spy_p1d": 0.0, "bench_c_p1d": 0.0, "ret_p1w": null, "ret_signed_p1w": null, "alpha_spy_p1w": null, "alpha_c_p1w": null, "bench_spy_p1w": null, "bench_c_p1w": null, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.6715, -0.6712, -0.6479, -0.6709, -0.6781, -0.6926, -0.6706, -0.6415, -0.624, -0.624, -0.621, -0.6051, -0.56, -0.5394, -0.5344, -0.5135, -0.5238, -0.5153, -0.4888, -0.4888, -0.5097, -0.5055, -0.5129, -0.5016, -0.384, -0.3657, -0.3692, -0.2929, -0.2949, -0.2565, -0.2852, -0.1929, -0.1566, -0.1819, -0.0677, -0.034, -0.0999, -0.1022, -0.1348, -0.1882, -0.1927, -0.1731, -0.1122, -0.1156, -0.1056, -0.1056, -0.0781, -0.0912, -0.0978, -0.1441, -0.184, -0.1945, -0.1588, -0.1658, -0.2599, -0.177, -0.1946, -0.2011, -0.1271, -0.0703, -0.0457, -0.1264, -0.0962, 0.0, 0.0, 0.0519, -0.0128, -0.0128, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2067635110724460631", "ticker_idx": 2, "ts": "2026-06-18T15:46:39+00:00", "symbol": "TSM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "AMD & ARM growth = $TSM TSMC Growth", "tweet_type": "analysis", "timeline": "months", "summary": "Adopts research revising AMD server CPU growth to 23% and INTC to +3% for 2026; AMD is the stronger call, INTC faces dual headwinds; TSMC benefits from both.", "resolved_tickers": ["TSM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "Interesting CPU research from a reputable firm.\n\nThis firm revised $AMD server CPU shipments from 14% to 23% growth for 2026. $INTC revised from negative 3% to positive 3%. $ARM adoption accelerating across AWS, Google, Meta, and NVIDIA. Here are the details.\n\nINTEL\n\nServer CPU shipment projection revised from negative 3% to positive 3% YoY for 2026. The upward revision is driven by recent growth in demand for AWS inference servers, which strengthened order pulls for both Emerald Rapids and Granite Rapids.\nEmerald Rapids is expected to become the mainstream platform in 2026 with penetration potentially exceeding 40% as CSP and enterprise markets complete their platform transitions.\n\nHowever, Intel continues to face dual pressures. The enterprise market remains reserved in demand, and AMD continues to expand in the CSP sector. Both of these dynamics are yielding pressure on Intel's market share in cloud and enterprise.\n\nAMD\n\nServer CPU shipment projection revised from 14% to 23% YoY for 2026. The revision reflects CSPs' continued incorporation of AMD platforms for new projects and the swift increase in AI inference workloads.\n\nPlatform breakdown: Turin: becoming AMD's mainstream high performance platform in 2026, gradually replacing Genoa. Bergamo: retaining approximately 15 to 20% penetration, mostly driven by demand from social media applications such as Meta. Venice: entering small scale mass production starting Q2 2026. Penetration rate could approach 10% by Q4 2026 if qualifications proceed without issues. Venice will initially focus on incorporation for AMD's AI server Rack Helios.\n\nAMD's competitive advantage in the server market continues to rest on its superior performance per watt ratio and product cadence.\n\nARM ARCHITECTURE\n\nThe penetration of ARM architecture in cloud data centers continues to rise, driven by two forces: CSPs adopting in-house CPUs and strong demand from NVIDIA's AI platforms.\n\nAWS Graviton: expected to further increase adoption in 2026, with annual shipments approaching 1.4M units. Google Axion: shipments projected to climb to nearly 1M units, propelled by TPU v8 rack deployments. Meta AGI CPU: co-developed with ARM, beginning to ramp in volume this year. NVIDIA Vera CPU: shipments estimated at around 3M units for 2026, driven by GB series AI server rack volume growth and the introduction of the VR200 platform in H2. Given NVIDIA's recent aggressive promotion of standalone Vera CPU rack solutions, an upward revision of Vera CPU shipments cannot be ruled out.\n\nSTRUCTURAL SHIFT\n\nWhile demand for x86 server CPUs continues to grow, the competitive landscape is undergoing a structural shift. AMD is steadily expanding its market share in cloud data centers. Intel continues to face pressure from cautious enterprise demand and product transition cycles.\n\nAs AI server architectures rapidly evolve and CSPs expand deployment of in-house chips, the ARM CPU architecture has become increasingly important in the data center sector. Driven by workloads such as AI training, inference, and scale out applications, the adoption of ARM CPUs is poised for continued growth and serves as a critical direction for future cloud and AI infrastructure development.\n\nReminder: Intel has multiple narratives beyond the CPU. Advanced packaging (EMIB) and foundry. Whether any of those turn into real sustainable growth is an entirely different story.\n\nAlso AMD & ARM growth = $TSM TSMC Growth", "reply_text": null, "parent_text": null, "quoted_text": "$AMD $INTC AI Inference & Agentic AI Tailwind. Is Market finally pricing in the CPU necessity?\n\n-AMD CEO Lisa Su disclosed at the March 2026 Morgan Stanley TMT Conference that server CPU demand has \"far exceeded\" prior forecasts.\n\n-Meta and AMD announced a five year, $60 billion https://t.co/F21QcDSkXM", "parent_author": null, "ret_m1d": -0.06485328818785074, "ret_signed_m1d": -0.06485328818785074, "alpha_spy_m1d": -0.0545632808741594, "alpha_c_m1d": -0.010434251523654958, "bench_spy_m1d": -0.01029000731369134, "bench_c_m1d": -0.054419036664195786, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0, "ret_signed_p1d": 0.0, "alpha_spy_p1d": 0.0, "alpha_c_p1d": 0.0, "bench_spy_p1d": 0.0, "bench_c_p1d": 0.0, "ret_p1w": null, "ret_signed_p1w": null, "alpha_spy_p1w": null, "alpha_c_p1w": null, "bench_spy_p1w": null, "bench_c_p1w": null, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.2693, -0.259, -0.2492, -0.296, -0.2946, -0.3167, -0.2704, -0.2628, -0.2681, -0.2681, -0.2622, -0.2545, -0.2101, -0.2109, -0.1999, -0.2021, -0.1799, -0.1902, -0.2156, -0.2001, -0.2093, -0.2054, -0.1636, -0.1739, -0.1311, -0.1257, -0.153, -0.1498, -0.145, -0.1415, -0.133, -0.1485, -0.0943, -0.1059, -0.1112, -0.1266, -0.1423, -0.1369, -0.0982, -0.1271, -0.1452, -0.1524, -0.1329, -0.121, -0.1267, -0.1267, -0.1098, -0.0874, -0.0828, -0.0966, -0.0595, -0.0356, -0.0572, -0.0395, -0.1037, -0.0786, -0.0762, -0.1176, -0.0888, -0.0826, -0.0448, -0.0785, -0.0649, 0.0, 0.0, 0.012, -0.0557, -0.0557, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2068705738323861956", "ticker_idx": 0, "ts": "2026-06-21T14:40:57+00:00", "symbol": "TSM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$550 inevitable.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Calls TSM $550 as inevitable from current ~$462 level.", "resolved_tickers": ["TSM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@LongEquities $550 inevitable.", "reply_text": null, "parent_text": "@TradexWhisperer F , didn’t know $TSM 462 now …", "quoted_text": null, "parent_author": "LongEquities", "ret_m1d": -0.011867381168761848, "ret_signed_m1d": -0.011867381168761848, "alpha_spy_m1d": -0.015024295608361604, "alpha_c_m1d": 0.0016321458591714855, "bench_spy_m1d": 0.003156914439599756, "bench_c_m1d": -0.013499527027933333, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.06688476464427062, "ret_signed_p1d": -0.06688476464427062, "alpha_spy_p1d": -0.05236281063377901, "alpha_c_p1d": 0.003169483659540284, "bench_spy_p1d": -0.014521954010491611, "bench_c_p1d": -0.0700542483038109, "ret_p1w": null, "ret_signed_p1w": null, "alpha_spy_p1w": null, "alpha_c_p1w": null, "bench_spy_p1w": null, "bench_c_p1w": null, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.2582, -0.3043, -0.303, -0.3248, -0.2791, -0.2715, -0.2767, -0.2767, -0.2709, -0.2633, -0.2194, -0.2203, -0.2094, -0.2116, -0.1896, -0.1998, -0.2249, -0.2096, -0.2187, -0.2148, -0.1735, -0.1837, -0.1414, -0.1361, -0.163, -0.1599, -0.1551, -0.1517, -0.1433, -0.1586, -0.1051, -0.1165, -0.1218, -0.137, -0.1525, -0.1471, -0.1089, -0.1374, -0.1553, -0.1625, -0.1432, -0.1314, -0.1371, -0.1371, -0.1204, -0.0982, -0.0937, -0.1073, -0.0707, -0.0471, -0.0684, -0.0509, -0.1143, -0.0895, -0.0871, -0.128, -0.0996, -0.0935, -0.0562, -0.0895, -0.076, -0.0119, -0.0119, 0.0, -0.0669, -0.0669, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2058632456249708999", "ticker_idx": 0, "ts": "2026-05-24T19:33:19+00:00", "symbol": "VPG", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$VPG is taking off btw", "tweet_type": "prediction", "timeline": "unspecified", "summary": "VPG is taking off — bullish near-term move.", "resolved_tickers": ["VPG"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Scientific & Technical Instruments'", "bench_c_industry": "Scientific & Technical Instruments", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@kostea12 Longterm it makes sense but not sure about short term. $VPG is taking off btw.", "reply_text": null, "parent_text": "@TradexWhisperer What do you think about Oust, and other robotics companies?", "quoted_text": null, "parent_author": "kostea12", "ret_m1d": -0.07819464581088698, "ret_signed_m1d": -0.07819464581088698, "alpha_spy_m1d": -0.07159978537192146, "alpha_c_m1d": -0.052538325118017926, "bench_spy_m1d": -0.006594860438965511, "bench_c_m1d": -0.02565632069286905, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.020338663255437428, "ret_signed_p1d": 0.020338663255437428, "alpha_spy_p1d": 0.02051190542018344, "alpha_c_p1d": 0.024173669528704367, "bench_spy_p1d": -0.0001732421647460125, "bench_c_p1d": -0.0038350062732669388, "ret_p1w": 0.07714114521653492, "ret_signed_p1w": 0.07714114521653492, "alpha_spy_p1w": 0.06517724513348466, "alpha_c_p1w": 0.0065458718064810295, "bench_spy_p1w": 0.01196390008305026, "bench_c_p1w": 0.0705952734100539, "ret_p1m": 0.08718899754914755, "ret_signed_p1m": 0.08718899754914755, "alpha_spy_p1m": 0.10733335188864368, "alpha_c_p1m": 0.0911339974398141, "bench_spy_p1m": -0.02014435433949613, "bench_c_p1m": -0.003944999890666545, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.08718899754914755, "alpha_spy_stated": 0.10733335188864368, "alpha_c_stated": 0.0911339974398141, "price_path": [-0.617, -0.6267, -0.6012, -0.6145, -0.6193, -0.6354, -0.6478, -0.6469, -0.6391, -0.6444, -0.662, -0.6677, -0.6665, -0.6692, -0.667, -0.6492, -0.6707, -0.6585, -0.6534, -0.6313, -0.6555, -0.6633, -0.6704, -0.6482, -0.6437, -0.6372, -0.6372, -0.6263, -0.6213, -0.6023, -0.6011, -0.5957, -0.579, -0.5803, -0.5884, -0.5837, -0.5688, -0.5692, -0.559, -0.5356, -0.5317, -0.5088, -0.5253, -0.5364, -0.544, -0.5104, -0.512, -0.5136, -0.4818, -0.4849, -0.4941, -0.4551, -0.4603, -0.3066, -0.1929, -0.1869, -0.2114, -0.1475, -0.2063, -0.1839, -0.157, -0.0782, -0.0782, 0.0, 0.0203, 0.0149, 0.0154, 0.0229, 0.0771, 0.0528, 0.0391, -0.0478, -0.028, -0.0061, -0.0094, 0.1482, 0.1305, 0.1833, 0.1218, 0.0814, 0.1453, 0.1453, 0.1419, 0.0872, 0.0872, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2066629236056867037", "ticker_idx": 0, "ts": "2026-06-15T21:09:40+00:00", "symbol": "HBM memory", "kind": "sector", "geography": null, "sub_sector": "HBM", "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Multiples are low and we are just getting started. HBM is devouring DRAM wafers", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish memory sector: low multiples with revenue and margin expansion just beginning as HBM consumes DRAM wafer supply.", "resolved_tickers": ["MU", "000660.KS", "005930.KS"], "resolution_method": "basket", "resolution_reason": "HBM memory basket: Micron, SK Hynix, Samsung", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@JeffBro52400644 Well said. Math isn't hard. Multiples are low and we are just getting started. HBM is devouring DRAM wafers and there is much less left servers, smartphones, pcs and automative. Easy math.", "reply_text": null, "parent_text": "@TradexWhisperer What’s crazy is we have not even gotten to “sky high” multiples that you would see in a bubble…The market is just playing catchup now as are the analysts. And I do not think people understand, you are getting a massive revenue expansion (top line) on top of margin expansion,", "quoted_text": null, "parent_author": "JeffBro52400644", "ret_m1d": 0.0029691076566449683, "ret_signed_m1d": 0.0029691076566449683, "alpha_spy_m1d": -0.0030282085651420396, "alpha_c_m1d": -0.04751786569714974, "bench_spy_m1d": 0.005997316221787008, "bench_c_m1d": 0.050486973353794706, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.030177387325471077, "ret_signed_p1d": 0.030177387325471077, "alpha_spy_p1d": 0.042665258210522514, "alpha_c_p1d": 0.017239123197021405, "bench_spy_p1d": -0.012487870885051433, "bench_c_p1d": 0.012938264128449672, "ret_p1w": 0.002265821869796144, "ret_signed_p1w": 0.002265821869796144, "alpha_spy_p1w": 0.022070633847922034, "alpha_c_p1w": -0.007555586885023261, "bench_spy_p1w": -0.01980481197812589, "bench_c_p1w": 0.009821408754819405, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.5188, -0.5277, -0.5568, -0.549, -0.5528, -0.5788, -0.5782, -0.6014, -0.6143, -0.5701, -0.5909, -0.5769, -0.565, -0.5576, -0.5181, -0.5245, -0.5188, -0.5199, -0.4929, -0.487, -0.4777, -0.4837, -0.482, -0.4692, -0.4583, -0.4531, -0.4535, -0.4298, -0.4377, -0.4302, -0.4369, -0.4287, -0.3834, -0.3625, -0.2998, -0.2936, -0.2593, -0.1998, -0.2218, -0.1851, -0.1833, -0.246, -0.2469, -0.2599, -0.2486, -0.1886, -0.1989, -0.1989, -0.1298, -0.0846, -0.087, -0.0484, 0.008, 0.0281, 0.0331, -0.0116, -0.1085, -0.1354, -0.0715, -0.1282, -0.0902, -0.0652, 0.003, 0.0, 0.0302, 0.0983, 0.1011, 0.1476, 0.0023, 0.0354, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2066629236056867037", "ticker_idx": 1, "ts": "2026-06-15T21:09:40+00:00", "symbol": "DRAM", "kind": "sector", "geography": null, "sub_sector": "DRAM", "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "HBM is devouring DRAM wafers and there is much less left servers, smartphones, pcs and automative. Easy math.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish memory sector: low multiples with revenue and margin expansion just beginning as HBM consumes DRAM wafer supply.", "resolved_tickers": ["MU", "000660.KS", "005930.KS"], "resolution_method": "basket", "resolution_reason": "DRAM sub-sector basket: Micron, SK Hynix, Samsung", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@JeffBro52400644 Well said. Math isn't hard. Multiples are low and we are just getting started. HBM is devouring DRAM wafers and there is much less left servers, smartphones, pcs and automative. Easy math.", "reply_text": null, "parent_text": "@TradexWhisperer What’s crazy is we have not even gotten to “sky high” multiples that you would see in a bubble…The market is just playing catchup now as are the analysts. And I do not think people understand, you are getting a massive revenue expansion (top line) on top of margin expansion,", "quoted_text": null, "parent_author": "JeffBro52400644", "ret_m1d": 0.0029691076566449683, "ret_signed_m1d": 0.0029691076566449683, "alpha_spy_m1d": -0.0030282085651420396, "alpha_c_m1d": -0.04751786569714974, "bench_spy_m1d": 0.005997316221787008, "bench_c_m1d": 0.050486973353794706, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.030177387325471077, "ret_signed_p1d": 0.030177387325471077, "alpha_spy_p1d": 0.042665258210522514, "alpha_c_p1d": 0.017239123197021405, "bench_spy_p1d": -0.012487870885051433, "bench_c_p1d": 0.012938264128449672, "ret_p1w": 0.002265821869796144, "ret_signed_p1w": 0.002265821869796144, "alpha_spy_p1w": 0.022070633847922034, "alpha_c_p1w": -0.007555586885023261, "bench_spy_p1w": -0.01980481197812589, "bench_c_p1w": 0.009821408754819405, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.5188, -0.5277, -0.5568, -0.549, -0.5528, -0.5788, -0.5782, -0.6014, -0.6143, -0.5701, -0.5909, -0.5769, -0.565, -0.5576, -0.5181, -0.5245, -0.5188, -0.5199, -0.4929, -0.487, -0.4777, -0.4837, -0.482, -0.4692, -0.4583, -0.4531, -0.4535, -0.4298, -0.4377, -0.4302, -0.4369, -0.4287, -0.3834, -0.3625, -0.2998, -0.2936, -0.2593, -0.1998, -0.2218, -0.1851, -0.1833, -0.246, -0.2469, -0.2599, -0.2486, -0.1886, -0.1989, -0.1989, -0.1298, -0.0846, -0.087, -0.0484, 0.008, 0.0281, 0.0331, -0.0116, -0.1085, -0.1354, -0.0715, -0.1282, -0.0902, -0.0652, 0.003, 0.0, 0.0302, 0.0983, 0.1011, 0.1476, 0.0023, 0.0354, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2068769581397872687", "ticker_idx": 0, "ts": "2026-06-21T18:54:38+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Re-rate Incoming. We are just getting started.", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Bullish MU ahead of earnings; author endorses Stifel's tripled PT and calls for a re-rate, saying 'we are just getting started.'", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "$MU Stifel TRIPLED their old PT ahead of earnings.\n\nThree of them set $1,500 targets.\n\nRe-rate Incoming. We are just getting started. $DRAM https://t.co/d0T1Vppxva", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.06388582801143738, "ret_signed_m1d": -0.06388582801143738, "alpha_spy_m1d": -0.06704274245103714, "alpha_c_m1d": -0.05038630098350405, "bench_spy_m1d": 0.003156914439599756, "bench_c_m1d": -0.013499527027933333, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.13175880789530037, "ret_signed_p1d": -0.13175880789530037, "alpha_spy_p1d": -0.11723685388480876, "alpha_c_p1d": -0.06170455959148946, "bench_spy_p1d": -0.014521954010491611, "bench_c_p1d": -0.0700542483038109, "ret_p1w": null, "ret_signed_p1w": null, "alpha_spy_p1w": null, "alpha_c_p1w": null, "bench_spy_p1w": null, "bench_c_p1w": null, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.6847, -0.7067, -0.7052, -0.7344, -0.7211, -0.6963, -0.6977, -0.6977, -0.6882, -0.6883, -0.6642, -0.652, -0.6528, -0.6479, -0.6156, -0.6234, -0.6226, -0.6243, -0.6298, -0.629, -0.5976, -0.6023, -0.59, -0.567, -0.5837, -0.572, -0.5731, -0.5524, -0.5241, -0.4715, -0.4497, -0.4662, -0.3835, -0.3435, -0.3672, -0.3366, -0.3594, -0.4018, -0.4374, -0.4232, -0.3957, -0.3709, -0.38, -0.38, -0.2604, -0.2336, -0.2376, -0.1984, -0.1452, -0.1216, -0.1088, -0.1778, -0.2868, -0.2164, -0.2274, -0.2637, -0.1779, -0.1897, -0.1019, -0.1574, -0.1388, -0.0639, -0.0639, 0.0, -0.1318, -0.1318, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2057646169577467947", "ticker_idx": 0, "ts": "2026-05-22T02:14:10+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The biggest benefactor of Agentic AI in the software side will be Palantir.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Names Palantir as the biggest software beneficiary of Agentic AI; bullish on the stock.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@agaharu555 The biggest benefactor of Agentic AI in the software side will be Palantir.", "reply_text": null, "parent_text": "@TradexWhisperer 何回も何回も読み直しました。\nPLTRに対して強気になれました。\n\nSaaS企業のトップとして、今は軟調だけど、MUみたいに跳ね上がる事を信じています。\n\nいつも有益な情報をありがとう。\n\n皆さんこのポストは永久保存するべきだよ。", "quoted_text": null, "parent_author": "agaharu555", "ret_m1d": 0.003908448160696132, "ret_signed_m1d": 0.003908448160696132, "alpha_spy_m1d": 0.007824600691632488, "alpha_c_m1d": 0.007824600691632488, "bench_spy_m1d": -0.0039161525309363565, "bench_c_m1d": -0.0039161525309363565, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0, "ret_signed_p1d": 0.0, "alpha_spy_p1d": 0.0, "alpha_c_p1d": 0.0, "bench_spy_p1d": 0.0, "bench_c_p1d": 0.0, "ret_p1w": 0.14362936661312853, "ret_signed_p1w": 0.14362936661312853, "alpha_spy_p1w": 0.1290915356391924, "alpha_c_p1w": 0.1290915356391924, "bench_spy_p1w": 0.014537830973936128, "bench_c_p1w": 0.014537830973936128, "ret_p1m": -0.1269725618266313, "ret_signed_p1m": -0.1269725618266313, "alpha_spy_p1m": -0.12786807632646524, "alpha_c_p1m": -0.12786807632646524, "bench_spy_p1m": 0.0008955144998339382, "bench_c_p1m": 0.0008955144998339382, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.1269725618266313, "alpha_spy_stated": -0.12786807632646524, "alpha_c_stated": -0.12786807632646524, "price_path": [-0.0587, -0.0197, -0.0069, 0.0023, 0.0606, 0.0755, 0.1192, 0.1154, 0.1482, 0.1428, 0.1042, 0.1075, 0.1214, 0.1028, 0.1157, 0.133, 0.1161, 0.1373, 0.1008, 0.175, 0.1308, 0.1321, 0.078, 0.0451, 0.0049, 0.0687, 0.0702, 0.0846, 0.0846, 0.0807, 0.0964, 0.0283, -0.0467, -0.0644, -0.0329, -0.0086, 0.0385, 0.043, 0.0695, 0.0658, 0.0664, 0.115, 0.0343, 0.0454, 0.0454, 0.0314, 0.008, 0.0163, 0.0525, 0.0668, -0.0071, -0.0226, 0.0012, 0.0067, 0.0001, -0.0064, -0.0499, -0.023, -0.0211, -0.0127, -0.0118, 0.002, 0.0039, 0.0, 0.0, -0.002, -0.0319, 0.0472, 0.1436, 0.1737, 0.1117, 0.0389, 0.0352, -0.0099, -0.003, -0.0351, -0.0487, -0.0424, -0.0649, -0.0159, -0.0265, -0.0457, -0.0614, -0.0614, -0.127, -0.1474, -0.1474, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2068538567325098012", "ticker_idx": 0, "ts": "2026-06-21T03:36:40+00:00", "symbol": "TSM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Any free cash, I tend to just put in on $TSMC without any hesitation of how much I have. I am not looking for an explosive growth like optics and memory but this thing is a sure free money.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Ongoing high-conviction long TSMC; adds free cash without hesitation, calls it a pseudo-monopoly with stable, predictable cash flows — 'sure free money'.", "resolved_tickers": ["TSM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "Token values are going up and their pricing will go up with higher productivity from leading companies.. Right now, I think they do not want to raise prices because they want to make the barrier high, stay as psedo-monopoly as they are right now. I guess that makes the business more stable and predictable than not and that makes my position size higher. Any free cash, I tend to just put in on $TSMC without any hesitation of how much I have.\n\nI am not looking for an explosive growth like optics and memory but this thing is a sure free money.", "reply_text": null, "parent_text": "@TradexWhisperer Agree with all of the above. I have been long $TSM since 2023. This is as near a monopoly as it gets in the Semi trade (apart from maybe $Asml). \n\nHowever, the question is one of pricing power. How much of that is there at the fab level? Is that where the most value in the chain", "quoted_text": null, "parent_author": "jonnagap", "ret_m1d": -0.011867381168761848, "ret_signed_m1d": -0.011867381168761848, "alpha_spy_m1d": -0.015024295608361604, "alpha_c_m1d": 0.0016321458591714855, "bench_spy_m1d": 0.003156914439599756, "bench_c_m1d": -0.013499527027933333, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.06688476464427062, "ret_signed_p1d": -0.06688476464427062, "alpha_spy_p1d": -0.05236281063377901, "alpha_c_p1d": 0.003169483659540284, "bench_spy_p1d": -0.014521954010491611, "bench_c_p1d": -0.0700542483038109, "ret_p1w": null, "ret_signed_p1w": null, "alpha_spy_p1w": null, "alpha_c_p1w": null, "bench_spy_p1w": null, "bench_c_p1w": null, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.2582, -0.3043, -0.303, -0.3248, -0.2791, -0.2715, -0.2767, -0.2767, -0.2709, -0.2633, -0.2194, -0.2203, -0.2094, -0.2116, -0.1896, -0.1998, -0.2249, -0.2096, -0.2187, -0.2148, -0.1735, -0.1837, -0.1414, -0.1361, -0.163, -0.1599, -0.1551, -0.1517, -0.1433, -0.1586, -0.1051, -0.1165, -0.1218, -0.137, -0.1525, -0.1471, -0.1089, -0.1374, -0.1553, -0.1625, -0.1432, -0.1314, -0.1371, -0.1371, -0.1204, -0.0982, -0.0937, -0.1073, -0.0707, -0.0471, -0.0684, -0.0509, -0.1143, -0.0895, -0.0871, -0.128, -0.0996, -0.0935, -0.0562, -0.0895, -0.076, -0.0119, -0.0119, 0.0, -0.0669, -0.0669, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2057551499606270212", "ticker_idx": 0, "ts": "2026-05-21T19:57:59+00:00", "symbol": "TSM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$TSM most of by short-term profits go into $TSM", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Most short-term profits are being deployed into TSM; ongoing long position.", "resolved_tickers": ["TSM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@TimotheeC95 $TSM most of by short-term profits go into $TSM.", "reply_text": null, "parent_text": "@TradexWhisperer My research suggests the same , your calls are amazing by the way good stuff 👌\n\nMind me asking what you are most invested in? Besides micron ?", "quoted_text": null, "parent_author": "yayayoumanic", "ret_m1d": -0.013582167821660218, "ret_signed_m1d": -0.013582167821660218, "alpha_spy_m1d": -0.01160300497409461, "alpha_c_m1d": -0.00791189996472852, "bench_spy_m1d": -0.0019791628475656076, "bench_c_m1d": -0.005670267856931699, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.006459499095438748, "ret_signed_p1d": -0.006459499095438748, "alpha_spy_p1d": -0.010391048172242678, "alpha_c_p1d": -0.021321798117831525, "bench_spy_p1d": 0.003931549076803931, "bench_c_p1d": 0.014862299022392778, "ret_p1w": 0.04349745160146412, "ret_signed_p1w": 0.04349745160146412, "alpha_spy_p1w": 0.02750217087745721, "alpha_c_p1w": -0.012764455724581625, "bench_spy_p1w": 0.01599528072400691, "bench_c_p1w": 0.056261907326045746, "ret_p1m": 0.13766971793315252, "ret_signed_p1m": 0.13766971793315252, "alpha_spy_p1m": 0.1296669694162682, "alpha_c_p1m": -0.024336338291674586, "bench_spy_p1m": 0.008002748516884317, "bench_c_p1m": 0.1620060562248271, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.13766971793315252, "alpha_spy_stated": 0.1296669694162682, "alpha_c_stated": -0.024336338291674586, "price_path": [-0.0937, -0.0552, -0.0504, -0.0771, -0.0826, -0.096, -0.1351, -0.1246, -0.1333, -0.17, -0.146, -0.1499, -0.1316, -0.1753, -0.1714, -0.1667, -0.1502, -0.166, -0.1679, -0.1914, -0.1687, -0.1569, -0.1459, -0.199, -0.1975, -0.2226, -0.17, -0.1613, -0.1673, -0.1673, -0.1606, -0.1519, -0.1013, -0.1023, -0.0898, -0.0923, -0.067, -0.0787, -0.1076, -0.09, -0.1005, -0.096, -0.0484, -0.0601, -0.0115, -0.0053, -0.0364, -0.0327, -0.0272, -0.0233, -0.0136, -0.0313, 0.0303, 0.0172, 0.0111, -0.0064, -0.0242, -0.0181, 0.026, -0.0069, -0.0275, -0.0357, -0.0136, 0.0, -0.0065, -0.0065, 0.0127, 0.0383, 0.0435, 0.0278, 0.0699, 0.0971, 0.0726, 0.0928, 0.0197, 0.0483, 0.051, 0.0039, 0.0366, 0.0437, 0.0867, 0.0483, 0.0639, 0.1377, 0.1377, 0.1513, 0.0743, 0.0743, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2068746929912369520", "ticker_idx": 0, "ts": "2026-06-21T17:24:38+00:00", "symbol": "TSM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "TSMC's extremely bullish projections at Taiwan Technology Symposium from last Month. Must Read.", "tweet_type": "analysis", "timeline": "years", "summary": "Bullish TSMC on 11x AI wafer demand, 70% CAGR advanced nodes, CoWoS >80% CAGR, $1.5T chip market by 2030, and aggressive capacity expansion.", "resolved_tickers": ["TSM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "$TSM $UMC $GFS $ASX $AMKR $INTC\n\nTSMC's extremely bullish projections at Taiwan Technology Symposium from last Month. Must Read.\n\nAI Wafer Demand: Projected to rise 11x from 2022 to 2026 for AI accelerator wafers. \n\nCapacity Expansion: Advanced process nodes (2nm and A16) → 70% CAGR from 2026–2028.\n\nCoWoS advanced packaging → >80% CAGR from 2022–2027.\n\nSemiconductor Market Forecast: TSMC now expects the global chip market to exceed $1.5 trillion by 2030 (up from a prior $1 trillion estimate), fueled by AI. \n\nRegional Demand: Asia-Pacific customers consumed over 2.1 million 12-inch equivalent wafers last year, equivalent to stacking more than three Taipei 101 towers. \n\nPlans for nine new phases of wafer fabs and advanced packaging facilities in 2026. \n\nArizona ramp: First fab in production, second in tool move-in (2H26), third under construction; fourth fab + packaging site starting this year. Arizona output expected to grow 1.8x YoY by 2026 with Taiwan-comparable yields. \n\nTechnology Roadmap: CoWoS: Current 5.5-reticle version (world’s largest) at 98% yield. Plans include a 14-reticle version with 20 HBM stacks in 2028, scaling to >14 reticles and up to 24 HBM stacks in 2029. \n\nSoW (System on Wafer): Can integrate up to 64 HBM stacks + 16 CoWoS modules (>40 reticles). Logic-only version in production (2024); HBM-integrated version targeted for 2029. \n\nSoIC (3D stacking): Massive improvements in interconnect density and efficiency; scaling to finer pitches (down to 4.5-micron by A14). \n\nCOUPE (Silicon Photonics): 200Gbps Micro Ring Modulator now in production, 4x better energy efficiency and 10x lower latency than copper", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.011867381168761848, "ret_signed_m1d": -0.011867381168761848, "alpha_spy_m1d": -0.015024295608361604, "alpha_c_m1d": 0.0016321458591714855, "bench_spy_m1d": 0.003156914439599756, "bench_c_m1d": -0.013499527027933333, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.06688476464427062, "ret_signed_p1d": -0.06688476464427062, "alpha_spy_p1d": -0.05236281063377901, "alpha_c_p1d": 0.003169483659540284, "bench_spy_p1d": -0.014521954010491611, "bench_c_p1d": -0.0700542483038109, "ret_p1w": null, "ret_signed_p1w": null, "alpha_spy_p1w": null, "alpha_c_p1w": null, "bench_spy_p1w": null, "bench_c_p1w": null, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.2582, -0.3043, -0.303, -0.3248, -0.2791, -0.2715, -0.2767, -0.2767, -0.2709, -0.2633, -0.2194, -0.2203, -0.2094, -0.2116, -0.1896, -0.1998, -0.2249, -0.2096, -0.2187, -0.2148, -0.1735, -0.1837, -0.1414, -0.1361, -0.163, -0.1599, -0.1551, -0.1517, -0.1433, -0.1586, -0.1051, -0.1165, -0.1218, -0.137, -0.1525, -0.1471, -0.1089, -0.1374, -0.1553, -0.1625, -0.1432, -0.1314, -0.1371, -0.1371, -0.1204, -0.0982, -0.0937, -0.1073, -0.0707, -0.0471, -0.0684, -0.0509, -0.1143, -0.0895, -0.0871, -0.128, -0.0996, -0.0935, -0.0562, -0.0895, -0.076, -0.0119, -0.0119, 0.0, -0.0669, -0.0669, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
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{"unit_id": "quote:2058046458243506654", "ticker_idx": 0, "ts": "2026-05-23T04:44:46+00:00", "symbol": "TSM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "If $AMD wins, $TSM wins.", "tweet_type": "analysis", "timeline": "years", "summary": "Long TSM as AMD's EPYC Venice 2nm ramp and server CPU market growing 35%+ annually to $120B by 2030 drives TSMC volumes; AMD also implicitly bullish.", "resolved_tickers": ["TSM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "If $AMD wins, $TSM wins.\n\nAMD’s next-gen EPYC “Venice” processor has entered production on TSMC’s 2nm technology and Advanced Packging, with future output also planned at TSMC’s Arizona fab.\n\nSserver CPU addressable market to grow more than 35% annually, exceeding US$120 billion by 2030.\n\nThe follow-on “Verano” (6th Gen EPYC) will also use 2nm and introduce memory innovations like LPDDR for better AI/cloud performance and efficiency.\n\nUS$10+ billion investment in Taiwan’s ecosystem: AMD is expanding advanced packaging capacity with partners like $ASX, SPIL, and PTI. This includes next-gen 2.5D bridge interconnect technology (EFB architecture) to boost bandwidth and power efficiency for AI infrastructure, particularly supporting Venice CPUs", "reply_text": null, "parent_text": null, "quoted_text": "This is why I own $TSM.\n\nTSMC does not pick sides. It collects from all of them.\n\n$MU and $DRAM SK Hynix need it because HBM must be physically bonded to the logic die during the CoWoS process. Memory and packaging are now one supply chain.\n\n$ARM needs it because virtually every https://t.co/hCFArBAd6a", "parent_author": null, "ret_m1d": -0.018917327894884983, "ret_signed_m1d": -0.018917327894884983, "alpha_spy_m1d": -0.012322467455919472, "alpha_c_m1d": 0.02396307648962337, "bench_spy_m1d": -0.006594860438965511, "bench_c_m1d": -0.04288040438450835, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.025247387946067068, "ret_signed_p1d": 0.025247387946067068, "alpha_spy_p1d": 0.02542063011081308, "alpha_c_p1d": 0.03627474784061635, "bench_spy_p1d": -0.0001732421647460125, "bench_c_p1d": -0.011027359894549282, "ret_p1w": 0.08335759887264471, "ret_signed_p1w": 0.08335759887264471, "alpha_spy_p1w": 0.07139369878959445, "alpha_c_p1w": 0.03341903542777014, "bench_spy_p1w": 0.01196390008305026, "bench_c_p1w": 0.04993856344487457, "ret_p1m": 0.06085559858850598, "ret_signed_p1m": 0.06085559858850598, "alpha_spy_p1m": 0.0809999529280021, "alpha_c_p1m": 0.027790243919864954, "bench_spy_p1m": -0.02014435433949613, "bench_c_p1m": 0.03306535466864102, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.0887, -0.0941, -0.1073, -0.146, -0.1355, -0.1442, -0.1804, -0.1567, -0.1606, -0.1425, -0.1857, -0.1818, -0.1772, -0.1609, -0.1764, -0.1783, -0.2015, -0.1792, -0.1675, -0.1566, -0.2091, -0.2076, -0.2324, -0.1804, -0.1718, -0.1777, -0.1777, -0.1711, -0.1625, -0.1126, -0.1136, -0.1012, -0.1037, -0.0787, -0.0903, -0.1188, -0.1014, -0.1118, -0.1073, -0.0603, -0.0719, -0.0239, -0.0178, -0.0485, -0.0448, -0.0394, -0.0355, -0.026, -0.0434, 0.0174, 0.0044, -0.0016, -0.0189, -0.0365, -0.0304, 0.0131, -0.0193, -0.0397, -0.0478, -0.026, -0.0125, -0.0189, -0.0189, 0.0, 0.0252, 0.0304, 0.0149, 0.0565, 0.0834, 0.0591, 0.0791, 0.0069, 0.0351, 0.0378, -0.0087, 0.0236, 0.0306, 0.073, 0.0352, 0.0505, 0.1234, 0.1234, 0.1369, 0.0609, 0.0609, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2058046458243506654", "ticker_idx": 1, "ts": "2026-05-23T04:44:46+00:00", "symbol": "AMD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "If $AMD wins, $TSM wins.", "tweet_type": "analysis", "timeline": "years", "summary": "Long TSM as AMD's EPYC Venice 2nm ramp and server CPU market growing 35%+ annually to $120B by 2030 drives TSMC volumes; AMD also implicitly bullish.", "resolved_tickers": ["AMD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "If $AMD wins, $TSM wins.\n\nAMD’s next-gen EPYC “Venice” processor has entered production on TSMC’s 2nm technology and Advanced Packging, with future output also planned at TSMC’s Arizona fab.\n\nSserver CPU addressable market to grow more than 35% annually, exceeding US$120 billion by 2030.\n\nThe follow-on “Verano” (6th Gen EPYC) will also use 2nm and introduce memory innovations like LPDDR for better AI/cloud performance and efficiency.\n\nUS$10+ billion investment in Taiwan’s ecosystem: AMD is expanding advanced packaging capacity with partners like $ASX, SPIL, and PTI. This includes next-gen 2.5D bridge interconnect technology (EFB architecture) to boost bandwidth and power efficiency for AI infrastructure, particularly supporting Venice CPUs", "reply_text": null, "parent_text": null, "quoted_text": "This is why I own $TSM.\n\nTSMC does not pick sides. It collects from all of them.\n\n$MU and $DRAM SK Hynix need it because HBM must be physically bonded to the logic die during the CoWoS process. Memory and packaging are now one supply chain.\n\n$ARM needs it because virtually every https://t.co/hCFArBAd6a", "parent_author": null, "ret_m1d": -0.07219830483879441, "ret_signed_m1d": -0.07219830483879441, "alpha_spy_m1d": -0.0656034443998289, "alpha_c_m1d": -0.02931790045428606, "bench_spy_m1d": -0.006594860438965511, "bench_c_m1d": -0.04288040438450835, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.016571088651838872, "ret_signed_p1d": -0.016571088651838872, "alpha_spy_p1d": -0.01639784648709286, "alpha_c_p1d": -0.00554372875728959, "bench_spy_p1d": -0.0001732421647460125, "bench_c_p1d": -0.011027359894549282, "ret_p1w": 0.03502741246265928, "ret_signed_p1w": 0.03502741246265928, "alpha_spy_p1w": 0.02306351237960902, "alpha_c_p1w": -0.014911150982215293, "bench_spy_p1w": 0.01196390008305026, "bench_c_p1w": 0.04993856344487457, "ret_p1m": 0.03167350110844169, "ret_signed_p1m": 0.03167350110844169, "alpha_spy_p1m": 0.05181785544793782, "alpha_c_p1m": -0.0013918535601993298, "bench_spy_p1m": -0.02014435433949613, "bench_c_p1m": 0.03306535466864102, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.5958, -0.6027, -0.6058, -0.621, -0.599, -0.6042, -0.6181, -0.5978, -0.5967, -0.5935, -0.6076, -0.6162, -0.6099, -0.6104, -0.6042, -0.5926, -0.6004, -0.5978, -0.5924, -0.5629, -0.5956, -0.5991, -0.6109, -0.5963, -0.5828, -0.5684, -0.5684, -0.563, -0.5604, -0.5399, -0.5304, -0.5137, -0.5102, -0.4938, -0.4877, -0.4478, -0.4475, -0.4543, -0.4354, -0.3978, -0.3941, -0.3098, -0.3359, -0.3586, -0.331, -0.2965, -0.2845, -0.3222, -0.295, -0.1637, -0.1894, -0.0966, -0.0895, -0.1103, -0.1159, -0.1075, -0.1583, -0.1645, -0.1783, -0.1118, -0.1078, -0.0722, -0.0722, 0.0, -0.0166, 0.0282, 0.0242, 0.0124, 0.035, 0.0767, 0.0383, -0.0744, -0.0269, -0.0563, -0.1022, -0.0306, 0.0152, 0.0861, 0.0067, 0.017, 0.0664, 0.0664, 0.0947, 0.0317, 0.0317, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2065852984513454275", "ticker_idx": 0, "ts": "2026-06-13T17:45:07+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "They will take 23% of the entire HBM market. Nvidia will have to respect each respective memory maker's capacity so that their supply is from 3 (pricing power) rather from 2.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish MU on structural HBM market share (~23%) and NVIDIA's need for 3-supplier diversity to maintain pricing leverage.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "They will take 23% of the entire HBM market. Nvidia will have to respect each respective memory maker's capacity so that their supply is from 3 (pricing power) rather from 2. You disrespect that market share, you disrepect the fab capacity of memory maker and they will no longer expand which means Nvidia has driven itself two 2 suppliers, losing pricing advatange. (This is assuming companies each have a yielding HBM not like when Samsung massively failed on HBM3e).", "reply_text": null, "parent_text": "@TradexWhisperer 30% looks smart in a deck, but where's the HBM demand showing up for $MU right now?", "quoted_text": null, "parent_author": "MoMoMacro", "ret_m1d": -0.09777663934196312, "ret_signed_m1d": -0.09777663934196312, "alpha_spy_m1d": -0.0804482379565471, "alpha_c_m1d": -0.05583574205061881, "bench_spy_m1d": -0.017328401385416026, "bench_c_m1d": -0.041940897291344315, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.06179282996369051, "ret_signed_p1d": -0.06179282996369051, "alpha_spy_p1d": -0.05583126711945641, "alpha_c_p1d": -0.013732287915644514, "bench_spy_p1d": -0.005961562844234103, "bench_c_p1d": -0.048060542048045996, "ret_p1w": 0.11341098333253674, "ret_signed_p1w": 0.11341098333253674, "alpha_spy_p1w": 0.1247012938837685, "alpha_c_p1w": 0.07970676701133361, "bench_spy_p1w": -0.011290310551231753, "bench_c_p1w": 0.03370421632120313, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.5758, -0.5918, -0.6115, -0.6285, -0.6366, -0.649, -0.6734, -0.6718, -0.7042, -0.6895, -0.6619, -0.6634, -0.6634, -0.6528, -0.653, -0.6262, -0.6126, -0.6134, -0.6079, -0.572, -0.5807, -0.5797, -0.5817, -0.5878, -0.587, -0.5519, -0.5572, -0.5435, -0.5179, -0.5365, -0.5235, -0.5247, -0.5016, -0.4702, -0.4116, -0.3873, -0.4057, -0.3136, -0.269, -0.2954, -0.2614, -0.2867, -0.3339, -0.3736, -0.3578, -0.3272, -0.2995, -0.3097, -0.3097, -0.1766, -0.1467, -0.1512, -0.1075, -0.0482, -0.022, -0.0077, -0.0846, -0.2059, -0.1275, -0.1398, -0.1802, -0.0847, -0.0978, 0.0, -0.0618, -0.0412, 0.0423, 0.0423, 0.1134, -0.0333, -0.0333, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2069266385172337068", "ticker_idx": 0, "ts": "2026-06-23T03:48:45+00:00", "symbol": "000660.KS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "SK Hynix is no longer a highly cyclical memory company; it can now sustain high profits consistently. No longer justifies low valuation and should be valued more like global tech peers.", "tweet_type": "news_reaction", "timeline": "months", "summary": "Endorses Hanwha analyst's SK Hynix PT raise to 4.3M KRW (+55.6%); structural re-rating thesis on LTA/HBM reducing cyclicality.", "resolved_tickers": ["000660.KS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$DRAM $MU On Jun 22nd, Park Jun-young, an analyst at Hanwha Investment & Securities, raised the PT for SK Hynix to 4.3 million won. This represents 55.6% upside.\n\nResearcher Park explained, \"Korea's memory industry is overcoming its past weaknesses based on powerful weapons such as LTA and HBM\"\n\nIn other words, SK Hynix is no longer a highly cyclical memory company; it can now sustain high profits consistently.\n\nNo longer justifies low valuation and should be valued more like global tech peers. \n\nExactly what I said in Jun 13th.", "reply_text": null, "parent_text": null, "quoted_text": "$MU $DRAM $005930 $000660\n\nHow will the memory industry flatten the cycle?\n\nThe next wave of LTAs between memory makers and hyperscalers will trade away the extreme peak pricing of the old boom cycles in exchange for stability. Both sides benefit. The highs get lower but the lows", "parent_author": null, "ret_m1d": 0.14246575342465762, "ret_signed_m1d": 0.14246575342465762, "alpha_spy_m1d": 0.12772980464366746, "alpha_c_m1d": 0.06713421050827306, "bench_spy_m1d": 0.01473594878099016, "bench_c_m1d": 0.07533154291638455, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.009784735812133016, "ret_signed_p1d": 0.009784735812133016, "alpha_spy_p1d": 0.009784735812133016, "alpha_c_p1d": 0.009784735812133016, "bench_spy_p1d": 0.0, "bench_c_p1d": 0.0, "ret_p1w": null, "ret_signed_p1w": null, "alpha_spy_p1w": null, "alpha_c_p1w": null, "bench_spy_p1w": null, "bench_c_p1w": null, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.6349, -0.6349, -0.6584, -0.6842, -0.649, -0.6752, -0.6572, -0.6533, -0.6415, -0.5958, -0.6095, -0.5981, -0.593, -0.5684, -0.5555, -0.548, -0.5586, -0.5437, -0.521, -0.5214, -0.5206, -0.5218, -0.4944, -0.4913, -0.494, -0.4968, -0.4968, -0.4338, -0.4338, -0.3735, -0.3528, -0.3402, -0.2643, -0.2819, -0.2267, -0.2291, -0.2882, -0.28, -0.3171, -0.3171, -0.2408, -0.2404, -0.2404, -0.197, -0.1223, -0.1041, -0.0869, -0.0751, -0.0763, -0.0763, -0.1006, -0.1898, -0.2521, -0.1331, -0.1984, -0.1777, -0.1585, -0.1045, -0.0677, -0.0133, 0.0509, 0.0818, 0.1425, 0.0, 0.0098, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2068163245064810561", "ticker_idx": 0, "ts": "2026-06-20T02:45:16+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "My answer has not changed since my Bargain of the Century call at $62. $DRAM\n\n9x forward. Everything so far was just a warm up.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Maintains high-conviction long MU at 9x forward; calls prior 66% gain just a warm-up with more upside ahead.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU +66%.  $SNDK +63%. In one month \n\nLast month you asked \"what is next.\" Next month you will ask again.\n\nMy answer has not changed since my Bargain of the Century call at $62. $DRAM\n\n9x forward. Everything so far was just a warm up. https://t.co/MISafAsFAN", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": -0.06388582801143738, "ret_signed_m1d": -0.06388582801143738, "alpha_spy_m1d": -0.06704274245103714, "alpha_c_m1d": -0.05038630098350405, "bench_spy_m1d": 0.003156914439599756, "bench_c_m1d": -0.013499527027933333, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.13175880789530037, "ret_signed_p1d": -0.13175880789530037, "alpha_spy_p1d": -0.11723685388480876, "alpha_c_p1d": -0.06170455959148946, "bench_spy_p1d": -0.014521954010491611, "bench_c_p1d": -0.0700542483038109, "ret_p1w": null, "ret_signed_p1w": null, "alpha_spy_p1w": null, "alpha_c_p1w": null, "bench_spy_p1w": null, "bench_c_p1w": null, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.6847, -0.7067, -0.7052, -0.7344, -0.7211, -0.6963, -0.6977, -0.6977, -0.6882, -0.6883, -0.6642, -0.652, -0.6528, -0.6479, -0.6156, -0.6234, -0.6226, -0.6243, -0.6298, -0.629, -0.5976, -0.6023, -0.59, -0.567, -0.5837, -0.572, -0.5731, -0.5524, -0.5241, -0.4715, -0.4497, -0.4662, -0.3835, -0.3435, -0.3672, -0.3366, -0.3594, -0.4018, -0.4374, -0.4232, -0.3957, -0.3709, -0.38, -0.38, -0.2604, -0.2336, -0.2376, -0.1984, -0.1452, -0.1216, -0.1088, -0.1778, -0.2868, -0.2164, -0.2274, -0.2637, -0.1779, -0.1897, -0.1019, -0.1574, -0.1388, -0.0639, -0.0639, 0.0, -0.1318, -0.1318, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2066167446466425185", "ticker_idx": 0, "ts": "2026-06-14T14:34:41+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Shells go up. Equipment goes in only when demand is confirmed. Real time. Not forecasted. Confirmed.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish MU: CEO signals disciplined supply ramp — equipment added only on confirmed demand, not forecasts.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "$MU $DRAM \"Is Micron overbuilding?\"\n\nSanjay's answer: Discipline.\n\nShells go up. Equipment goes in only when demand is confirmed. Real time. Not forecasted. Confirmed.\n\n\"Bring up this supply with discipline.\" https://t.co/ISacF0DWnv", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.09777663934196312, "ret_signed_m1d": -0.09777663934196312, "alpha_spy_m1d": -0.0804482379565471, "alpha_c_m1d": -0.05583574205061881, "bench_spy_m1d": -0.017328401385416026, "bench_c_m1d": -0.041940897291344315, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.06179282996369051, "ret_signed_p1d": -0.06179282996369051, "alpha_spy_p1d": -0.05583126711945641, "alpha_c_p1d": -0.013732287915644514, "bench_spy_p1d": -0.005961562844234103, "bench_c_p1d": -0.048060542048045996, "ret_p1w": 0.11341098333253674, "ret_signed_p1w": 0.11341098333253674, "alpha_spy_p1w": 0.1247012938837685, "alpha_c_p1w": 0.07970676701133361, "bench_spy_p1w": -0.011290310551231753, "bench_c_p1w": 0.03370421632120313, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.5758, -0.5918, -0.6115, -0.6285, -0.6366, -0.649, -0.6734, -0.6718, -0.7042, -0.6895, -0.6619, -0.6634, -0.6634, -0.6528, -0.653, -0.6262, -0.6126, -0.6134, -0.6079, -0.572, -0.5807, -0.5797, -0.5817, -0.5878, -0.587, -0.5519, -0.5572, -0.5435, -0.5179, -0.5365, -0.5235, -0.5247, -0.5016, -0.4702, -0.4116, -0.3873, -0.4057, -0.3136, -0.269, -0.2954, -0.2614, -0.2867, -0.3339, -0.3736, -0.3578, -0.3272, -0.2995, -0.3097, -0.3097, -0.1766, -0.1467, -0.1512, -0.1075, -0.0482, -0.022, -0.0077, -0.0846, -0.2059, -0.1275, -0.1398, -0.1802, -0.0847, -0.0978, 0.0, -0.0618, -0.0412, 0.0423, 0.0423, 0.1134, -0.0333, -0.0333, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2058615935452479789", "ticker_idx": 0, "ts": "2026-05-24T18:27:40+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Back to $222, eventually.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Expects Palantir to return to $222.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@ManyFucked Back to $222, eventually.\n\nhttps://t.co/erHSknt3yS", "reply_text": null, "parent_text": "@TradexWhisperer Do you have price target for Palantir?", "quoted_text": null, "parent_author": "ManyFucked", "ret_m1d": 0.0020497713527529715, "ret_signed_m1d": 0.0020497713527529715, "alpha_spy_m1d": 0.008644631791718482, "alpha_c_m1d": 0.008644631791718482, "bench_spy_m1d": -0.006594860438965511, "bench_c_m1d": -0.006594860438965511, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0299415184035956, "ret_signed_p1d": -0.0299415184035956, "alpha_spy_p1d": -0.02976827623884959, "alpha_c_p1d": -0.02976827623884959, "bench_spy_p1d": -0.0001732421647460125, "bench_c_p1d": -0.0001732421647460125, "ret_p1w": 0.1139823672747915, "ret_signed_p1w": 0.1139823672747915, "alpha_spy_p1w": 0.10201846719174124, "alpha_c_p1w": 0.10201846719174124, "bench_spy_p1w": 0.01196390008305026, "bench_c_p1w": 0.01196390008305026, "ret_p1m": -0.1456808804253873, "ret_signed_p1m": -0.1456808804253873, "alpha_spy_p1m": -0.12553652608589116, "alpha_c_p1m": -0.12553652608589116, "bench_spy_p1m": -0.02014435433949613, "bench_c_p1m": -0.02014435433949613, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.1456808804253873, "alpha_spy_stated": -0.12553652608589116, "alpha_c_stated": -0.12553652608589116, "price_path": [-0.0048, 0.0043, 0.0627, 0.0777, 0.1214, 0.1176, 0.1505, 0.1452, 0.1064, 0.1098, 0.1237, 0.1051, 0.118, 0.1353, 0.1184, 0.1397, 0.1031, 0.1775, 0.1331, 0.1344, 0.0802, 0.0473, 0.007, 0.0709, 0.0724, 0.0868, 0.0868, 0.0829, 0.0986, 0.0305, -0.0447, -0.0625, -0.031, -0.0066, 0.0406, 0.0451, 0.0717, 0.068, 0.0686, 0.1173, 0.0364, 0.0475, 0.0476, 0.0335, 0.01, 0.0184, 0.0547, 0.069, -0.0051, -0.0206, 0.0033, 0.0088, 0.0021, -0.0044, -0.048, -0.021, -0.0191, -0.0107, -0.0098, 0.004, 0.006, 0.002, 0.002, 0.0, -0.0299, 0.0493, 0.146, 0.1761, 0.114, 0.041, 0.0373, -0.0078, -0.001, -0.0332, -0.0468, -0.0404, -0.063, -0.0138, -0.0245, -0.0437, -0.0595, -0.0595, -0.1252, -0.1457, -0.1457, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2066931012186292581", "ticker_idx": 0, "ts": "2026-06-16T17:08:49+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Micron is undervalued. Meet in the middle, Mr. Market.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Micron undervalued (long) and space stock overvalued (short); expects both to converge to fair value.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@ThebigMtrades This ain't absolutes. There is black, there is white but there are whole bunch of other colors in between. It's a spectrum.\n\nSpace ix overvalued and Micron is undervalued. Meet in the middle, Mr. Market.", "reply_text": null, "parent_text": "@TradexWhisperer $MU is lower than $spcx because $spcx is overvalued not because $MU is super undervalued. \n\nStill think $mu goes up further before stabilizing but just my thoughts.", "quoted_text": null, "parent_author": "ThebigMtrades", "ret_m1d": 0.06586267078016372, "ret_signed_m1d": 0.06586267078016372, "alpha_spy_m1d": 0.059865354558376715, "alpha_c_m1d": 0.015375697426369017, "bench_spy_m1d": 0.005997316221787008, "bench_c_m1d": 0.050486973353794706, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.021973756246363108, "ret_signed_p1d": 0.021973756246363108, "alpha_spy_p1d": 0.03446162713141454, "alpha_c_p1d": 0.009035492117913435, "bench_spy_p1d": -0.012487870885051433, "bench_c_p1d": 0.012938264128449672, "ret_p1w": 0.030379334485042264, "ret_signed_p1w": 0.030379334485042264, "alpha_spy_p1w": 0.050184146463168156, "alpha_c_p1w": 0.02055792573022286, "bench_spy_p1w": -0.01980481197812589, "bench_c_p1w": 0.009821408754819405, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.5649, -0.5859, -0.604, -0.6127, -0.6258, -0.6519, -0.6502, -0.6847, -0.669, -0.6396, -0.6412, -0.6412, -0.6299, -0.6301, -0.6015, -0.5871, -0.588, -0.5821, -0.5438, -0.553, -0.5521, -0.5542, -0.5607, -0.5598, -0.5224, -0.5281, -0.5134, -0.4861, -0.506, -0.4921, -0.4934, -0.4688, -0.4353, -0.3728, -0.347, -0.3665, -0.2684, -0.2208, -0.249, -0.2127, -0.2398, -0.2901, -0.3323, -0.3155, -0.2829, -0.2534, -0.2643, -0.2643, -0.1223, -0.0905, -0.0953, -0.0487, 0.0144, 0.0425, 0.0576, -0.0243, -0.1536, -0.07, -0.0831, -0.1263, -0.0244, -0.0384, 0.0659, 0.0, 0.022, 0.1109, 0.1109, 0.1867, 0.0304, 0.0304, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2057835204618944654", "ticker_idx": 0, "ts": "2026-05-22T14:45:20+00:00", "symbol": "DRAM", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$DRAM is best. It also covers the RAG which I think is booming", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Recommends DRAM ETF as best play for lower-risk exposure to memory/HBM cycle + booming RAG demand.", "resolved_tickers": ["DRAM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "reply_other", "lang": "en", "tweet_text": "@MichaelRu21865 For most you that don't have the risk tolerance (HBM race and G1 - G4 cache tier prioritization), $DRAM is best. It also covers the RAG which I think is booming.", "reply_text": null, "parent_text": "@TradexWhisperer Is DRAM the best option to buy now when compared to MU and SNDK? What’s your opinion?", "quoted_text": null, "parent_author": "MichaelRu21865", "ret_m1d": 0.02877698725001343, "ret_signed_m1d": 0.02877698725001343, "alpha_spy_m1d": 0.03269313978094979, "alpha_c_m1d": 0.03269313978094979, "bench_spy_m1d": -0.0039161525309363565, "bench_c_m1d": -0.0039161525309363565, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0, "ret_signed_p1d": 0.0, "alpha_spy_p1d": 0.0, "alpha_c_p1d": 0.0, "bench_spy_p1d": 0.0, "bench_c_p1d": 0.0, "ret_p1w": 0.19651649239089952, "ret_signed_p1w": 0.19651649239089952, "alpha_spy_p1w": 0.1819786614169634, "alpha_c_p1w": 0.1819786614169634, "bench_spy_p1w": 0.014537830973936128, "bench_c_p1w": 0.014537830973936128, "ret_p1m": 0.5282090436780673, "ret_signed_p1m": 0.5282090436780673, "alpha_spy_p1m": 0.5273135291782334, "alpha_c_p1m": 0.5273135291782334, "bench_spy_p1m": 0.0008955144998339382, "bench_c_p1m": 0.0008955144998339382, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.5282090436780673, "alpha_spy_stated": 0.5273135291782334, "alpha_c_stated": 0.5273135291782334, "price_path": [null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, -0.4744, -0.4744, -0.4479, -0.4426, -0.3853, -0.387, -0.386, -0.3648, -0.3266, -0.3474, -0.3366, -0.3262, -0.336, -0.3387, -0.2938, -0.3116, -0.2957, -0.2698, -0.2933, -0.2762, -0.2554, -0.2349, -0.1959, -0.1236, -0.0784, -0.1187, -0.0004, 0.0428, -0.0288, 0.0326, 0.0184, -0.0326, -0.0663, -0.0577, -0.0248, 0.0288, 0.0, 0.0, 0.1456, 0.1498, 0.1846, 0.1965, 0.2874, 0.3171, 0.3198, 0.2438, 0.0562, 0.1458, 0.1333, 0.0861, 0.2329, 0.2308, 0.3455, 0.2897, 0.3243, 0.4523, 0.4523, 0.5282, 0.3105, 0.3105, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2068861556776116465", "ticker_idx": 0, "ts": "2026-06-22T01:00:07+00:00", "symbol": "TSM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Every BLUE candle since then? Followed by upside. Now pressing the upper BB. Send it 🚀", "tweet_type": "prediction", "timeline": "days", "summary": "Bullish TSM: pattern of blue candles followed by upside continues as price presses upper Bollinger Band.", "resolved_tickers": ["TSM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "$TSM hasn't touched the lower Bollinger Band since the tariff selloff.\n\nEvery BLUE candle since then? Followed by upside. Now pressing the upper BB. Send it 🚀\n\n300+ charts daily. Try it free:\nhttps://t.co/ZQDP5HCFyq https://t.co/QjS0SZ2wjG", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.011867381168761848, "ret_signed_m1d": -0.011867381168761848, "alpha_spy_m1d": -0.015024295608361604, "alpha_c_m1d": 0.0016321458591714855, "bench_spy_m1d": 0.003156914439599756, "bench_c_m1d": -0.013499527027933333, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.06688476464427062, "ret_signed_p1d": -0.06688476464427062, "alpha_spy_p1d": -0.05236281063377901, "alpha_c_p1d": 0.003169483659540284, "bench_spy_p1d": -0.014521954010491611, "bench_c_p1d": -0.0700542483038109, "ret_p1w": null, "ret_signed_p1w": null, "alpha_spy_p1w": null, "alpha_c_p1w": null, "bench_spy_p1w": null, "bench_c_p1w": null, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.2582, -0.3043, -0.303, -0.3248, -0.2791, -0.2715, -0.2767, -0.2767, -0.2709, -0.2633, -0.2194, -0.2203, -0.2094, -0.2116, -0.1896, -0.1998, -0.2249, -0.2096, -0.2187, -0.2148, -0.1735, -0.1837, -0.1414, -0.1361, -0.163, -0.1599, -0.1551, -0.1517, -0.1433, -0.1586, -0.1051, -0.1165, -0.1218, -0.137, -0.1525, -0.1471, -0.1089, -0.1374, -0.1553, -0.1625, -0.1432, -0.1314, -0.1371, -0.1371, -0.1204, -0.0982, -0.0937, -0.1073, -0.0707, -0.0471, -0.0684, -0.0509, -0.1143, -0.0895, -0.0871, -0.128, -0.0996, -0.0935, -0.0562, -0.0895, -0.076, -0.0119, -0.0119, 0.0, -0.0669, -0.0669, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2056354867212648660", "ticker_idx": 0, "ts": "2026-05-18T12:43:00+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Today's AI is the least capable version you will ever interact with, running on the least amount of HBM it will ever be equipped with. The trajectory from here has only one direction.", "tweet_type": "prediction", "timeline": "years", "summary": "Bullish on HBM/DRAM demand trajectory as AI capabilities and memory requirements only grow from here.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "Today's AI is the least capable version you will ever interact with, running on the least amount of HBM it will ever be equipped with.\n\nThe trajectory from here has only one direction.\n\n$MU $DRAM $SNDK", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0632684750819672, "ret_signed_m1d": 0.0632684750819672, "alpha_spy_m1d": 0.06256447049044556, "alpha_c_m1d": 0.0446291492223192, "bench_spy_m1d": 0.0007040045915216453, "bench_c_m1d": 0.018639325859648004, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.025236982072299075, "ret_signed_p1d": 0.025236982072299075, "alpha_spy_p1d": 0.03189777015979245, "alpha_c_p1d": 0.0292650164945375, "bench_spy_p1d": -0.0066607880874933745, "bench_c_p1d": -0.0040280344222384246, "ret_p1w": 0.10191628402152153, "ret_signed_p1w": 0.10191628402152153, "alpha_spy_p1w": 0.09245306391214148, "alpha_c_p1w": 0.04669430573182698, "bench_spy_p1w": 0.009463220109380055, "bench_c_p1w": 0.05522197828969455, "ret_p1m": 0.49772580138310185, "ret_signed_p1m": 0.49772580138310185, "alpha_spy_p1m": 0.4819131192929522, "alpha_c_p1m": 0.3698511304266001, "bench_spy_p1m": 0.015812682090149632, "bench_c_p1m": 0.12787467095650173, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.3826, -0.3879, -0.372, -0.3826, -0.3869, -0.3708, -0.3905, -0.3952, -0.3948, -0.4431, -0.4122, -0.4177, -0.4569, -0.429, -0.4088, -0.3859, -0.4055, -0.375, -0.352, -0.3229, -0.3228, -0.3484, -0.3798, -0.407, -0.4199, -0.4396, -0.4787, -0.4761, -0.5278, -0.5043, -0.4603, -0.4626, -0.4626, -0.4457, -0.446, -0.4032, -0.3815, -0.3829, -0.3741, -0.3168, -0.3306, -0.3291, -0.3323, -0.342, -0.3406, -0.2847, -0.2932, -0.2712, -0.2303, -0.2601, -0.2393, -0.2412, -0.2044, -0.1542, -0.0607, -0.0219, -0.0512, 0.0958, 0.167, 0.1248, 0.1791, 0.1386, 0.0633, 0.0, 0.0252, 0.074, 0.1182, 0.1019, 0.1019, 0.3145, 0.3622, 0.355, 0.4247, 0.5194, 0.5613, 0.584, 0.4614, 0.2677, 0.3928, 0.3732, 0.3086, 0.4612, 0.4403, 0.5964, 0.4977, 0.5306, 0.6639, 0.6639, 0.7774, 0.5432, 0.5432, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2056354867212648660", "ticker_idx": 1, "ts": "2026-05-18T12:43:00+00:00", "symbol": "DRAM", "kind": "sector", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The trajectory from here has only one direction.", "tweet_type": "prediction", "timeline": "years", "summary": "Bullish on HBM/DRAM demand trajectory as AI capabilities and memory requirements only grow from here.", "resolved_tickers": ["MU", "000660.KS", "005930.KS"], "resolution_method": "basket", "resolution_reason": "DRAM sector basket: Micron, SK Hynix, Samsung", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "Today's AI is the least capable version you will ever interact with, running on the least amount of HBM it will ever be equipped with.\n\nThe trajectory from here has only one direction.\n\n$MU $DRAM $SNDK", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.04589114763596802, "ret_signed_m1d": 0.04589114763596802, "alpha_spy_m1d": 0.045187143044446376, "alpha_c_m1d": 0.027251821776320018, "bench_spy_m1d": 0.0007040045915216453, "bench_c_m1d": 0.018639325859648004, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.00901728803498895, "ret_signed_p1d": 0.00901728803498895, "alpha_spy_p1d": 0.015678076122482322, "alpha_c_p1d": 0.013045322457227374, "bench_spy_p1d": -0.0066607880874933745, "bench_c_p1d": -0.0040280344222384246, "ret_p1w": 0.12104898155795674, "ret_signed_p1w": 0.12104898155795674, "alpha_spy_p1w": 0.11158576144857668, "alpha_c_p1w": 0.06582700326826219, "bench_spy_p1w": 0.009463220109380055, "bench_c_p1w": 0.05522197828969455, "ret_p1m": 0.40012659097310244, "ret_signed_p1m": 0.40012659097310244, "alpha_spy_p1m": 0.3843139088829528, "alpha_c_p1m": 0.2722519200166007, "bench_spy_p1m": 0.015812682090149632, "bench_c_p1m": 0.12787467095650173, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.3943, -0.3855, -0.3763, -0.3611, -0.3558, -0.3171, -0.3328, -0.3343, -0.3833, -0.4443, -0.393, -0.4021, -0.4498, -0.4036, -0.3911, -0.3908, -0.4064, -0.3778, -0.3646, -0.3208, -0.3387, -0.3497, -0.3901, -0.3849, -0.3884, -0.4175, -0.4305, -0.4453, -0.4862, -0.434, -0.4457, -0.4283, -0.418, -0.4025, -0.3633, -0.3636, -0.3484, -0.3524, -0.3308, -0.3, -0.2931, -0.2996, -0.2952, -0.2819, -0.2834, -0.2559, -0.2654, -0.2386, -0.2265, -0.2329, -0.234, -0.2346, -0.1771, -0.1603, -0.0592, -0.0295, -0.0368, 0.0698, 0.0771, 0.096, 0.1275, 0.0543, 0.0459, 0.0, 0.009, 0.091, 0.0974, 0.092, 0.121, 0.2381, 0.2538, 0.281, 0.3486, 0.3935, 0.4075, 0.3923, 0.2807, 0.1452, 0.2771, 0.215, 0.1994, 0.288, 0.325, 0.4022, 0.4001, 0.4618, 0.511, 0.54, 0.4557, 0.4193, 0.5432, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
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{"unit_id": "reply:2067392017882292406", "ticker_idx": 0, "ts": "2026-06-17T23:40:42+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Back to $222 but it will take a while", "tweet_type": "prediction", "timeline": "unspecified", "summary": "PLTR recovering back to $222; near-term headwind from software sector sentiment but bullish longer term.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@ShredRyerson Back to $222 but it will take a while. Software is getting the hate.", "reply_text": null, "parent_text": "@TradexWhisperer Where to next on PLTR?", "quoted_text": null, "parent_author": "ShredRyerson", "ret_m1d": 0.016813292142798586, "ret_signed_m1d": 0.016813292142798586, "alpha_spy_m1d": 0.027103299456489927, "alpha_c_m1d": 0.027103299456489927, "bench_spy_m1d": -0.01029000731369134, "bench_c_m1d": -0.01029000731369134, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0, "ret_signed_p1d": 0.0, "alpha_spy_p1d": 0.0, "alpha_c_p1d": 0.0, "bench_spy_p1d": 0.0, "bench_c_p1d": 0.0, "ret_p1w": null, "ret_signed_p1w": null, "alpha_spy_p1w": null, "alpha_c_p1w": null, "bench_spy_p1w": null, "bench_c_p1w": null, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [0.252, 0.2048, 0.2062, 0.1486, 0.1136, 0.0707, 0.1386, 0.1403, 0.1556, 0.1556, 0.1515, 0.1681, 0.0957, 0.0157, -0.0032, 0.0304, 0.0563, 0.1065, 0.1112, 0.1395, 0.1356, 0.1362, 0.188, 0.102, 0.1138, 0.1139, 0.0989, 0.0739, 0.0828, 0.1214, 0.1367, 0.0579, 0.0414, 0.0668, 0.0726, 0.0655, 0.0586, 0.0123, 0.0409, 0.043, 0.0519, 0.0529, 0.0676, 0.0696, 0.0655, 0.0655, 0.0633, 0.0314, 0.1157, 0.2185, 0.2505, 0.1845, 0.1069, 0.103, 0.055, 0.0623, 0.028, 0.0135, 0.0203, -0.0037, 0.0486, 0.0372, 0.0168, 0.0, 0.0, -0.0698, -0.0916, -0.0916, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
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{"unit_id": "orig:2057540585884668326", "ticker_idx": 2, "ts": "2026-05-21T19:14:37+00:00", "symbol": "DRAM", "kind": "sector", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "625x More Memory Demand by 2028 vs 2022… supply takes years to expand. Demand is not slowing.", "tweet_type": "news_reaction", "timeline": "years", "summary": "Shares Dell CEO's projection of 625x memory demand growth by 2028 with supply lagging; implicitly bullish on memory stocks/sector.", "resolved_tickers": ["MU", "000660.KS", "005930.KS"], "resolution_method": "basket", "resolution_reason": "DRAM sector basket: Micron, SK Hynix, Samsung", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "$MU $DRAM $SNDK Holy Shit \n\n625x More Memory Demand by 2028 vs 2022\n\nThat is Dell's CEO projecting memory demand growth\n\nHis warning: supply takes years to expand. Demand is not slowing.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.005364276318145326, "ret_signed_m1d": -0.005364276318145326, "alpha_spy_m1d": -0.0033851134705797188, "alpha_c_m1d": 0.00030599153878637254, "bench_spy_m1d": -0.0019791628475656076, "bench_c_m1d": -0.005670267856931699, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.004854995381851894, "ret_signed_p1d": -0.004854995381851894, "alpha_spy_p1d": -0.008786544458655825, "alpha_c_p1d": -0.019717294404244672, "bench_spy_p1d": 0.003931549076803931, "bench_c_p1d": 0.014862299022392778, "ret_p1w": 0.1659096516353439, "ret_signed_p1w": 0.1659096516353439, "alpha_spy_p1w": 0.149914370911337, "alpha_c_p1w": 0.10964774430929816, "bench_spy_p1w": 0.01599528072400691, "bench_c_p1w": 0.056261907326045746, "ret_p1m": 0.4002143572794113, "ret_signed_p1m": 0.4002143572794113, "alpha_spy_p1m": 0.392211608762527, "alpha_c_p1m": 0.23820830105458418, "bench_spy_p1m": 0.008002748516884317, "bench_c_p1m": 0.1620060562248271, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.4162, -0.4113, -0.3758, -0.3899, -0.3913, -0.4364, -0.4924, -0.4453, -0.4537, -0.4972, -0.455, -0.4437, -0.4435, -0.4578, -0.4318, -0.4198, -0.3797, -0.3961, -0.4061, -0.443, -0.4382, -0.4413, -0.4679, -0.4795, -0.493, -0.5301, -0.4821, -0.4933, -0.4772, -0.4676, -0.4535, -0.4176, -0.4182, -0.4045, -0.4084, -0.3887, -0.3608, -0.3542, -0.3601, -0.3563, -0.3441, -0.3456, -0.3206, -0.3293, -0.305, -0.2943, -0.2998, -0.3011, -0.3017, -0.2494, -0.2344, -0.1419, -0.115, -0.1216, -0.0251, -0.0191, -0.0017, 0.0271, -0.0399, -0.0468, -0.0883, -0.0802, -0.0054, 0.0, -0.0049, 0.0216, 0.1269, 0.1405, 0.1659, 0.2283, 0.2691, 0.2816, 0.2675, 0.1661, 0.0429, 0.1626, 0.1058, 0.0917, 0.1724, 0.2064, 0.2759, 0.2744, 0.3306, 0.3742, 0.4002, 0.322, 0.2912, 0.3801, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2058965022953660823", "ticker_idx": 0, "ts": "2026-05-25T17:34:49+00:00", "symbol": "TSM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The companies that own the Z-Axis own the next decade of AI compute", "tweet_type": "analysis", "timeline": "years", "summary": "Bullish on advanced packaging / 3D stacking / HBM beneficiaries (TSMC, AMKR, MU, AMAT, BESI) as Z-axis scaling owns next decade of AI compute.", "resolved_tickers": ["TSM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "Moore's Law is dead. AI is ALL about Z-Axis.\n\nAdvanced Packaging. 3D Stacking. HBM. CoWoS.\n\nAI doesn't scale on flat plane anymore. It scales upward. The companies that own the Z-Axis own the next decade of AI compute.\n\n$TSM $ASX $AMKR $INTC $MU $DRAM $AMAT $BESI https://t.co/Iwc1DaACO0", "reply_text": null, "parent_text": null, "quoted_text": "$TSM $ASX $AMKR $INTC Steady Rise of Advanced Packaging\n\nTSMC’s CoWoS wafer ASP has reached ~$10,000, positioning advanced packaging as a major future profit driver. \n\nHigh-value packaging: CoWoS ASP now rivals advanced logic nodes due to explosive AI demand, making it one of the https://t.co/zwawv4Cw5w", "parent_author": null, "ret_m1d": -0.018917327894884983, "ret_signed_m1d": -0.018917327894884983, "alpha_spy_m1d": -0.012322467455919472, "alpha_c_m1d": 0.02396307648962337, "bench_spy_m1d": -0.006594860438965511, "bench_c_m1d": -0.04288040438450835, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.025247387946067068, "ret_signed_p1d": 0.025247387946067068, "alpha_spy_p1d": 0.02542063011081308, "alpha_c_p1d": 0.03627474784061635, "bench_spy_p1d": -0.0001732421647460125, "bench_c_p1d": -0.011027359894549282, "ret_p1w": 0.08335759887264471, "ret_signed_p1w": 0.08335759887264471, "alpha_spy_p1w": 0.07139369878959445, "alpha_c_p1w": 0.03341903542777014, "bench_spy_p1w": 0.01196390008305026, "bench_c_p1w": 0.04993856344487457, "ret_p1m": 0.06085559858850598, "ret_signed_p1m": 0.06085559858850598, "alpha_spy_p1m": 0.0809999529280021, "alpha_c_p1m": 0.027790243919864954, "bench_spy_p1m": -0.02014435433949613, "bench_c_p1m": 0.03306535466864102, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.0887, -0.0941, -0.1073, -0.146, -0.1355, -0.1442, -0.1804, -0.1567, -0.1606, -0.1425, -0.1857, -0.1818, -0.1772, -0.1609, -0.1764, -0.1783, -0.2015, -0.1792, -0.1675, -0.1566, -0.2091, -0.2076, -0.2324, -0.1804, -0.1718, -0.1777, -0.1777, -0.1711, -0.1625, -0.1126, -0.1136, -0.1012, -0.1037, -0.0787, -0.0903, -0.1188, -0.1014, -0.1118, -0.1073, -0.0603, -0.0719, -0.0239, -0.0178, -0.0485, -0.0448, -0.0394, -0.0355, -0.026, -0.0434, 0.0174, 0.0044, -0.0016, -0.0189, -0.0365, -0.0304, 0.0131, -0.0193, -0.0397, -0.0478, -0.026, -0.0125, -0.0189, -0.0189, 0.0, 0.0252, 0.0304, 0.0149, 0.0565, 0.0834, 0.0591, 0.0791, 0.0069, 0.0351, 0.0378, -0.0087, 0.0236, 0.0306, 0.073, 0.0352, 0.0505, 0.1234, 0.1234, 0.1369, 0.0609, 0.0609, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2058965022953660823", "ticker_idx": 1, "ts": "2026-05-25T17:34:49+00:00", "symbol": "AMKR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The companies that own the Z-Axis own the next decade of AI compute", "tweet_type": "analysis", "timeline": "years", "summary": "Bullish on advanced packaging / 3D stacking / HBM beneficiaries (TSMC, AMKR, MU, AMAT, BESI) as Z-axis scaling owns next decade of AI compute.", "resolved_tickers": ["AMKR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductor Equipment & Materials'", "bench_c_industry": "Semiconductor Equipment & Materials", "unit_kind": "quote", "lang": "en", "tweet_text": "Moore's Law is dead. AI is ALL about Z-Axis.\n\nAdvanced Packaging. 3D Stacking. HBM. CoWoS.\n\nAI doesn't scale on flat plane anymore. It scales upward. The companies that own the Z-Axis own the next decade of AI compute.\n\n$TSM $ASX $AMKR $INTC $MU $DRAM $AMAT $BESI https://t.co/Iwc1DaACO0", "reply_text": null, "parent_text": null, "quoted_text": "$TSM $ASX $AMKR $INTC Steady Rise of Advanced Packaging\n\nTSMC’s CoWoS wafer ASP has reached ~$10,000, positioning advanced packaging as a major future profit driver. \n\nHigh-value packaging: CoWoS ASP now rivals advanced logic nodes due to explosive AI demand, making it one of the https://t.co/zwawv4Cw5w", "parent_author": null, "ret_m1d": -0.10495504811063983, "ret_signed_m1d": -0.10495504811063983, "alpha_spy_m1d": -0.09836018767167432, "alpha_c_m1d": -0.06207464372613147, "bench_spy_m1d": -0.006594860438965511, "bench_c_m1d": -0.04288040438450835, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.017288180460934277, "ret_signed_p1d": -0.017288180460934277, "alpha_spy_p1d": -0.017114938296188265, "alpha_c_p1d": -0.006260820566384995, "bench_spy_p1d": -0.0001732421647460125, "bench_c_p1d": -0.011027359894549282, "ret_p1w": 0.01742449125453449, "ret_signed_p1w": 0.01742449125453449, "alpha_spy_p1w": 0.00546059117148423, "alpha_c_p1w": -0.03251407219034008, "bench_spy_p1w": 0.01196390008305026, "bench_c_p1w": 0.04993856344487457, "ret_p1m": 0.1818347515998322, "ret_signed_p1m": 0.1818347515998322, "alpha_spy_p1m": 0.20197910593932833, "alpha_c_p1m": 0.14876939693119118, "bench_spy_p1m": -0.02014435433949613, "bench_c_p1m": 0.03306535466864102, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.3408, -0.3503, -0.3504, -0.3942, -0.3781, -0.3946, -0.4347, -0.4128, -0.403, -0.4033, -0.4382, -0.4148, -0.3925, -0.3692, -0.362, -0.3448, -0.3764, -0.3722, -0.3158, -0.3203, -0.3855, -0.3949, -0.4385, -0.387, -0.3671, -0.3643, -0.3643, -0.3598, -0.3518, -0.2864, -0.2494, -0.211, -0.1772, -0.1653, -0.187, -0.1438, -0.0829, -0.0547, -0.0442, -0.0165, -0.0075, 0.0632, 0.0294, -0.0286, -0.0388, -0.0505, -0.0323, -0.034, 0.0442, 0.0512, -0.0162, 0.0429, 0.044, -0.0001, 0.0157, -0.0186, -0.0423, -0.101, -0.1078, -0.0677, -0.1029, -0.105, -0.105, 0.0, -0.0173, -0.0392, -0.0531, -0.0097, 0.0174, 0.0248, 0.006, -0.1149, -0.0693, -0.0336, -0.0513, 0.0378, 0.1281, 0.1644, 0.1795, 0.1779, 0.2328, 0.2328, 0.2749, 0.1818, 0.1818, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
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{"unit_id": "quote:2058965022953660823", "ticker_idx": 3, "ts": "2026-05-25T17:34:49+00:00", "symbol": "AMAT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The companies that own the Z-Axis own the next decade of AI compute", "tweet_type": "analysis", "timeline": "years", "summary": "Bullish on advanced packaging / 3D stacking / HBM beneficiaries (TSMC, AMKR, MU, AMAT, BESI) as Z-axis scaling owns next decade of AI compute.", "resolved_tickers": ["AMAT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductor Equipment & Materials'", "bench_c_industry": "Semiconductor Equipment & Materials", "unit_kind": "quote", "lang": "en", "tweet_text": "Moore's Law is dead. AI is ALL about Z-Axis.\n\nAdvanced Packaging. 3D Stacking. HBM. CoWoS.\n\nAI doesn't scale on flat plane anymore. It scales upward. The companies that own the Z-Axis own the next decade of AI compute.\n\n$TSM $ASX $AMKR $INTC $MU $DRAM $AMAT $BESI https://t.co/Iwc1DaACO0", "reply_text": null, "parent_text": null, "quoted_text": "$TSM $ASX $AMKR $INTC Steady Rise of Advanced Packaging\n\nTSMC’s CoWoS wafer ASP has reached ~$10,000, positioning advanced packaging as a major future profit driver. \n\nHigh-value packaging: CoWoS ASP now rivals advanced logic nodes due to explosive AI demand, making it one of the https://t.co/zwawv4Cw5w", "parent_author": null, "ret_m1d": -0.04996814670441829, "ret_signed_m1d": -0.04996814670441829, "alpha_spy_m1d": -0.04337328626545278, "alpha_c_m1d": -0.00708774231990994, "bench_spy_m1d": -0.006594860438965511, "bench_c_m1d": -0.04288040438450835, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.01459696725497317, "ret_signed_p1d": -0.01459696725497317, "alpha_spy_p1d": -0.014423725090227157, "alpha_c_p1d": -0.0035696073604238876, "bench_spy_p1d": -0.0001732421647460125, "bench_c_p1d": -0.011027359894549282, "ret_p1w": 0.07729335006771842, "ret_signed_p1w": 0.07729335006771842, "alpha_spy_p1w": 0.06532944998466816, "alpha_c_p1w": 0.027354786622843852, "bench_spy_p1w": 0.01196390008305026, "bench_c_p1w": 0.04993856344487457, "ret_p1m": 0.2879596957862678, "ret_signed_p1m": 0.2879596957862678, "alpha_spy_p1m": 0.3081040501257639, "alpha_c_p1m": 0.25489434111762677, "bench_spy_p1m": -0.02014435433949613, "bench_c_p1m": 0.03306535466864102, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.1751, -0.1826, -0.1828, -0.2286, -0.2145, -0.2392, -0.287, -0.2558, -0.2406, -0.2292, -0.2595, -0.2501, -0.2399, -0.2261, -0.2327, -0.2157, -0.216, -0.2057, -0.1789, -0.1891, -0.2567, -0.2597, -0.2906, -0.2496, -0.2232, -0.2349, -0.2349, -0.2258, -0.2221, -0.1531, -0.1266, -0.1229, -0.1311, -0.1313, -0.1344, -0.1439, -0.1285, -0.1402, -0.1342, -0.1141, -0.1132, -0.0843, -0.1111, -0.1632, -0.16, -0.1339, -0.1457, -0.1407, -0.098, -0.0589, -0.0984, -0.0439, -0.026, -0.0533, -0.0414, -0.0327, -0.0414, -0.092, -0.1066, -0.0628, -0.0605, -0.05, -0.05, 0.0, -0.0146, -0.0115, -0.0106, 0.0072, 0.0773, 0.1009, 0.1029, -0.0041, 0.082, 0.0974, 0.0926, 0.2149, 0.247, 0.2877, 0.2492, 0.3034, 0.3566, 0.3566, 0.4073, 0.288, 0.288, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2058965022953660823", "ticker_idx": 4, "ts": "2026-05-25T17:34:49+00:00", "symbol": "BESI.AS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The companies that own the Z-Axis own the next decade of AI compute", "tweet_type": "analysis", "timeline": "years", "summary": "Bullish on advanced packaging / 3D stacking / HBM beneficiaries (TSMC, AMKR, MU, AMAT, BESI) as Z-axis scaling owns next decade of AI compute.", "resolved_tickers": ["BESI.AS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductor Equipment & Materials'", "bench_c_industry": "Semiconductor Equipment & Materials", "unit_kind": "quote", "lang": "en", "tweet_text": "Moore's Law is dead. AI is ALL about Z-Axis.\n\nAdvanced Packaging. 3D Stacking. HBM. CoWoS.\n\nAI doesn't scale on flat plane anymore. It scales upward. The companies that own the Z-Axis own the next decade of AI compute.\n\n$TSM $ASX $AMKR $INTC $MU $DRAM $AMAT $BESI https://t.co/Iwc1DaACO0", "reply_text": null, "parent_text": null, "quoted_text": "$TSM $ASX $AMKR $INTC Steady Rise of Advanced Packaging\n\nTSMC’s CoWoS wafer ASP has reached ~$10,000, positioning advanced packaging as a major future profit driver. \n\nHigh-value packaging: CoWoS ASP now rivals advanced logic nodes due to explosive AI demand, making it one of the https://t.co/zwawv4Cw5w", "parent_author": null, "ret_m1d": -0.007042253521126751, "ret_signed_m1d": -0.007042253521126751, "alpha_spy_m1d": -0.0004473930821612404, "alpha_c_m1d": 0.0358381508633816, "bench_spy_m1d": -0.006594860438965511, "bench_c_m1d": -0.04288040438450835, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.026760584871533877, "ret_signed_p1d": -0.026760584871533877, "alpha_spy_p1d": -0.026587342706787864, "alpha_c_p1d": -0.015733224976984594, "bench_spy_p1d": -0.0001732421647460125, "bench_c_p1d": -0.011027359894549282, "ret_p1w": 0.00774652185574376, "ret_signed_p1w": 0.00774652185574376, "alpha_spy_p1w": -0.004217378227306501, "alpha_c_p1w": -0.04219204158913081, "bench_spy_p1w": 0.01196390008305026, "bench_c_p1w": 0.04993856344487457, "ret_p1m": 0.05000004298250449, "ret_signed_p1m": 0.05000004298250449, "alpha_spy_p1m": 0.07014439732200062, "alpha_c_p1m": 0.016934688313863466, "bench_spy_p1m": -0.02014435433949613, "bench_c_p1m": 0.03306535466864102, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.339, -0.3373, -0.3404, -0.3654, -0.3317, -0.3399, -0.4531, -0.4181, -0.3891, -0.3878, -0.3868, -0.3523, -0.3597, -0.3406, -0.3268, -0.3567, -0.3754, -0.3612, -0.3558, -0.3509, -0.3513, -0.3882, -0.3905, -0.3738, -0.3437, -0.3347, -0.3347, -0.3347, -0.3305, -0.2757, -0.2788, -0.2599, -0.276, -0.2372, -0.2386, -0.2285, -0.2064, -0.2057, -0.2026, -0.1872, -0.1539, -0.1175, -0.1268, -0.1715, -0.157, -0.1296, -0.1296, -0.1398, -0.1056, -0.1021, -0.1032, -0.0817, -0.0799, -0.1204, -0.0908, -0.0609, -0.0782, -0.0993, -0.1025, -0.0669, -0.0479, -0.0366, -0.007, 0.0, -0.0268, 0.0127, 0.0014, -0.0204, 0.0077, 0.0155, -0.0014, -0.0444, -0.0109, 0.0109, 0.0169, 0.0842, 0.1162, 0.1067, 0.0525, 0.0919, 0.119, 0.0908, 0.1278, 0.0451, 0.05, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2068059800660021530", "ticker_idx": 0, "ts": "2026-06-19T19:54:13+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "comparing $MU today to the dot com era is lazy analysis", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish MU: rejects dot-com bubble comparison citing oligopoly structure, HBM/diversified product mix, AI/auto end markets, and multi-year hyperscaler contracts.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "$MU $SNDK I respect Charlie Bilello, but comparing $MU today to the dot com era is lazy analysis. Here's the breakdown why\n\nIndustry Structure\n2000: 20+ $DRAM players in a commodity knife fight\n2026: 3 player oligopoly with pricing power and long term agreements\n\nProduct Mix\n2000: Commodity DRAM for PCs\n2026: HBM, SOCAMM, NAND, DRAM across a diversified portfolio\n\nEnd Market\n2000: PC dependent\n2026: AI Data Center, Automotive, Graphics, Physical AI\n\nBusiness Model\n2000: Spot pricing, zero visibility,\n2026: Up to 5-year Long term contracts with hyperscalers, structural demand floor", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.06388582801143738, "ret_signed_m1d": -0.06388582801143738, "alpha_spy_m1d": -0.06704274245103714, "alpha_c_m1d": -0.05038630098350405, "bench_spy_m1d": 0.003156914439599756, "bench_c_m1d": -0.013499527027933333, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.13175880789530037, "ret_signed_p1d": -0.13175880789530037, "alpha_spy_p1d": -0.11723685388480876, "alpha_c_p1d": -0.06170455959148946, "bench_spy_p1d": -0.014521954010491611, "bench_c_p1d": -0.0700542483038109, "ret_p1w": null, "ret_signed_p1w": null, "alpha_spy_p1w": null, "alpha_c_p1w": null, "bench_spy_p1w": null, "bench_c_p1w": null, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.6847, -0.7067, -0.7052, -0.7344, -0.7211, -0.6963, -0.6977, -0.6977, -0.6882, -0.6883, -0.6642, -0.652, -0.6528, -0.6479, -0.6156, -0.6234, -0.6226, -0.6243, -0.6298, -0.629, -0.5976, -0.6023, -0.59, -0.567, -0.5837, -0.572, -0.5731, -0.5524, -0.5241, -0.4715, -0.4497, -0.4662, -0.3835, -0.3435, -0.3672, -0.3366, -0.3594, -0.4018, -0.4374, -0.4232, -0.3957, -0.3709, -0.38, -0.38, -0.2604, -0.2336, -0.2376, -0.1984, -0.1452, -0.1216, -0.1088, -0.1778, -0.2868, -0.2164, -0.2274, -0.2637, -0.1779, -0.1897, -0.1019, -0.1574, -0.1388, -0.0639, -0.0639, 0.0, -0.1318, -0.1318, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2057532307855331597", "ticker_idx": 0, "ts": "2026-05-21T18:41:43+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "If you re-rate $MU and $SNDK to 17x forward PE $MU is $1,700 $SNDK is $2,650 It's called the \"Embarrassment Case.\" The semiconductor sector average is 34x. 17x is only half.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "MU and SNDK are deeply undervalued at current multiples; even at half the sector-average PE (17x vs 34x) they imply $1,700 and $2,650 respectively.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "If you re-rate $MU and $SNDK to 17x forward PE\n\n$MU is $1,700 $SNDK is $2,650\n\nIt's called the \"Embarrassment Case.\"\nThe semiconductor sector average is 34x.\n\n17x is only half. $DRAM \n\nHalf the credit for companies building the Cognitive Capacity of AIs, the KV Cache.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.0395092327990334, "ret_signed_m1d": -0.0395092327990334, "alpha_spy_m1d": -0.03753006995146779, "alpha_c_m1d": -0.0338389649421017, "bench_spy_m1d": -0.0019791628475656076, "bench_c_m1d": -0.005670267856931699, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.01456498614555568, "ret_signed_p1d": -0.01456498614555568, "alpha_spy_p1d": -0.01849653522235961, "alpha_c_p1d": -0.029427285167948458, "bench_spy_p1d": 0.003931549076803931, "bench_c_p1d": 0.014862299022392778, "ret_p1w": 0.21180953827115045, "ret_signed_p1w": 0.21180953827115045, "alpha_spy_p1w": 0.19581425754714354, "alpha_c_p1w": 0.1555476309451047, "bench_spy_p1w": 0.01599528072400691, "bench_c_p1w": 0.056261907326045746, "ret_p1m": 0.4879806148301098, "ret_signed_p1m": 0.4879806148301098, "alpha_spy_p1m": 0.4799778663132255, "alpha_c_p1m": 0.3259745586052827, "bench_spy_p1m": 0.008002748516884317, "bench_c_p1m": 0.1620060562248271, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.4879806148301098, "alpha_spy_stated": 0.4799778663132255, "alpha_c_stated": 0.3259745586052827, "price_path": [-0.4479, -0.4517, -0.4373, -0.4549, -0.4591, -0.4587, -0.502, -0.4743, -0.4792, -0.5143, -0.4894, -0.4713, -0.4508, -0.4683, -0.4411, -0.4205, -0.3944, -0.3944, -0.4173, -0.4453, -0.4696, -0.4812, -0.4988, -0.5338, -0.5315, -0.5777, -0.5567, -0.5173, -0.5194, -0.5194, -0.5043, -0.5046, -0.4663, -0.4469, -0.4481, -0.4403, -0.389, -0.4014, -0.4, -0.4029, -0.4116, -0.4103, -0.3603, -0.3679, -0.3482, -0.3117, -0.3383, -0.3197, -0.3214, -0.2885, -0.2436, -0.16, -0.1253, -0.1515, -0.0201, 0.0436, 0.0059, 0.0545, 0.0183, -0.0491, -0.1057, -0.0831, -0.0395, 0.0, -0.0146, -0.0146, 0.1755, 0.2182, 0.2118, 0.2741, 0.3587, 0.3963, 0.4166, 0.3069, 0.1337, 0.2456, 0.228, 0.1703, 0.3067, 0.288, 0.4276, 0.3394, 0.3688, 0.488, 0.488, 0.5895, 0.3801, 0.3801, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2057532307855331597", "ticker_idx": 1, "ts": "2026-05-21T18:41:43+00:00", "symbol": "SNDK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "If you re-rate $MU and $SNDK to 17x forward PE $MU is $1,700 $SNDK is $2,650", "tweet_type": "analysis", "timeline": "unspecified", "summary": "MU and SNDK are deeply undervalued at current multiples; even at half the sector-average PE (17x vs 34x) they imply $1,700 and $2,650 respectively.", "resolved_tickers": ["SNDK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "original", "lang": "en", "tweet_text": "If you re-rate $MU and $SNDK to 17x forward PE\n\n$MU is $1,700 $SNDK is $2,650\n\nIt's called the \"Embarrassment Case.\"\nThe semiconductor sector average is 34x.\n\n17x is only half. $DRAM \n\nHalf the credit for companies building the Cognitive Capacity of AIs, the KV Cache.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.09705359255914381, "ret_signed_m1d": -0.09705359255914381, "alpha_spy_m1d": -0.0950744297115782, "alpha_c_m1d": -0.0888788669845676, "bench_spy_m1d": -0.0019791628475656076, "bench_c_m1d": -0.008174725574576214, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.041206329255194074, "ret_signed_p1d": -0.041206329255194074, "alpha_spy_p1d": -0.045137878331998005, "alpha_c_p1d": -0.051228663075235215, "bench_spy_p1d": 0.003931549076803931, "bench_c_p1d": 0.01002233382004114, "ret_p1w": 0.06445172284694589, "ret_signed_p1w": 0.06445172284694589, "alpha_spy_p1w": 0.04845644212293898, "alpha_c_p1w": 0.01825912166259469, "bench_spy_p1w": 0.01599528072400691, "bench_c_p1w": 0.0461926011843512, "ret_p1m": 0.416608318960775, "ret_signed_p1m": 0.416608318960775, "alpha_spy_p1m": 0.4086055704438907, "alpha_c_p1m": 0.34471582923168054, "bench_spy_p1m": 0.008002748516884317, "bench_c_p1m": 0.07189248972909446, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.416608318960775, "alpha_spy_stated": 0.4086055704438907, "alpha_c_stated": 0.34471582923168054, "price_path": [-0.5678, -0.586, -0.59, -0.5773, -0.588, -0.5986, -0.6334, -0.6116, -0.6333, -0.6581, -0.6183, -0.5987, -0.575, -0.5988, -0.571, -0.5438, -0.533, -0.5113, -0.4994, -0.5398, -0.5445, -0.5445, -0.5605, -0.6089, -0.6007, -0.6288, -0.588, -0.5508, -0.5451, -0.5451, -0.5301, -0.5391, -0.4937, -0.4478, -0.4477, -0.3824, -0.3876, -0.4218, -0.4038, -0.4028, -0.408, -0.4142, -0.3652, -0.3954, -0.3581, -0.3061, -0.3501, -0.31, -0.289, -0.2303, -0.1857, -0.0881, -0.0858, -0.1312, 0.013, 0.0034, -0.0585, -0.0616, -0.1034, -0.0873, -0.1357, -0.1031, -0.0971, 0.0, -0.0412, -0.0412, 0.0307, 0.0309, 0.0645, 0.099, 0.1421, 0.1129, 0.1876, 0.141, 0.0111, 0.0647, 0.0676, 0.0655, 0.22, 0.2839, 0.3668, 0.2913, 0.2701, 0.4166, 0.4166, 0.4743, 0.2732, 0.2732, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2067315532580434253", "ticker_idx": 0, "ts": "2026-06-17T18:36:46+00:00", "symbol": "ARM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$ARM Blue Candle: 26%+ … 2026+ is the year of efficiency. $ARM AGI CPU both fit the model. More inference per watt.", "tweet_type": "prediction", "timeline": "months", "summary": "Bullish ARM (26%+ breakout target) and MU as efficiency-driven plays on 2026+ inference-per-watt and memory-per-accelerator buildout.", "resolved_tickers": ["ARM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$ARM Blue Candle: 26%+ \n\n2026+ is the year of efficiency. $MU SOCAMM and $ARM AGI CPU both fit the model. More inference per watt. More memory per accelerator. The buildout demands it.\n\n300+ charts daily. Try it free:\nhttps://t.co/ZQDP5HCFyq https://t.co/9YbgJMqM7S", "reply_text": null, "parent_text": null, "quoted_text": "$ARM BLUE candle + Volume Node = Another breakout setup. Same pattern as the ones before it.\n\nARM's AGI CPU delivers 2x performance per rack at 300W. Hyperscalers get more inference per watt than any x86 alternative.\n\n300+ charts daily. Try it free:\nhttps://t.co/ZQDP5HCFyq https://t.co/P38iiIv97U", "parent_author": null, "ret_m1d": -0.053810180200002056, "ret_signed_m1d": -0.053810180200002056, "alpha_spy_m1d": -0.0664559700762678, "alpha_c_m1d": -0.04103717656627914, "bench_spy_m1d": 0.012645789876265745, "bench_c_m1d": -0.012773003633722912, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.04913098341378963, "ret_signed_p1d": 0.04913098341378963, "alpha_spy_p1d": 0.03873399097183006, "alpha_c_p1d": -0.008419917856702597, "bench_spy_p1d": 0.010396992441959574, "bench_c_p1d": 0.05755090127049223, "ret_p1w": -0.12531032663891373, "ret_signed_p1w": -0.12531032663891373, "alpha_spy_p1w": -0.1179008570462392, "alpha_c_p1w": -0.12223328287029667, "bench_spy_p1w": -0.007409469592674522, "bench_c_p1w": -0.0030770437686170604, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.684, -0.6732, -0.6778, -0.625, -0.6304, -0.6559, -0.673, -0.6388, -0.6298, -0.644, -0.644, -0.6448, -0.6566, -0.6445, -0.6424, -0.6445, -0.6238, -0.6151, -0.6196, -0.6125, -0.602, -0.582, -0.581, -0.5307, -0.5115, -0.4394, -0.4846, -0.5258, -0.5185, -0.4979, -0.4958, -0.5148, -0.5014, -0.4335, -0.4908, -0.4909, -0.4923, -0.5036, -0.4719, -0.4545, -0.5007, -0.4864, -0.4673, -0.3871, -0.288, -0.2683, -0.2683, -0.2331, -0.2773, -0.1996, -0.1566, -0.0239, -0.0386, -0.0168, -0.0607, -0.1813, -0.1731, -0.2245, -0.2661, -0.183, -0.0909, -0.0151, -0.0538, 0.0, 0.0491, 0.0491, -0.0266, -0.1253, -0.1253, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2067315532580434253", "ticker_idx": 1, "ts": "2026-06-17T18:36:46+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU SOCAMM and $ARM AGI CPU both fit the model. More inference per watt. More memory per accelerator. The buildout demands it.", "tweet_type": "prediction", "timeline": "months", "summary": "Bullish ARM (26%+ breakout target) and MU as efficiency-driven plays on 2026+ inference-per-watt and memory-per-accelerator buildout.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$ARM Blue Candle: 26%+ \n\n2026+ is the year of efficiency. $MU SOCAMM and $ARM AGI CPU both fit the model. More inference per watt. More memory per accelerator. The buildout demands it.\n\n300+ charts daily. Try it free:\nhttps://t.co/ZQDP5HCFyq https://t.co/9YbgJMqM7S", "reply_text": null, "parent_text": null, "quoted_text": "$ARM BLUE candle + Volume Node = Another breakout setup. Same pattern as the ones before it.\n\nARM's AGI CPU delivers 2x performance per rack at 300W. Hyperscalers get more inference per watt than any x86 alternative.\n\n300+ charts daily. Try it free:\nhttps://t.co/ZQDP5HCFyq https://t.co/P38iiIv97U", "parent_author": null, "ret_m1d": -0.021501292094888158, "ret_signed_m1d": -0.021501292094888158, "alpha_spy_m1d": -0.0341470819711539, "alpha_c_m1d": -0.008728288461165246, "bench_spy_m1d": 0.012645789876265745, "bench_c_m1d": -0.012773003633722912, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.08704076335870714, "ret_signed_p1d": 0.08704076335870714, "alpha_spy_p1d": 0.07664377091674757, "alpha_c_p1d": 0.029489862088214913, "bench_spy_p1d": 0.010396992441959574, "bench_c_p1d": 0.05755090127049223, "ret_p1w": 0.008224847445742922, "ret_signed_p1w": 0.008224847445742922, "alpha_spy_p1w": 0.015634317038417445, "alpha_c_p1w": 0.011301891214359983, "bench_spy_p1w": -0.007409469592674522, "bench_c_p1w": -0.0030770437686170604, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.5948, -0.6126, -0.621, -0.6339, -0.6594, -0.6577, -0.6915, -0.6761, -0.6474, -0.6489, -0.6489, -0.6379, -0.6381, -0.6101, -0.5959, -0.5968, -0.5911, -0.5536, -0.5627, -0.5617, -0.5638, -0.5701, -0.5692, -0.5327, -0.5382, -0.5238, -0.4972, -0.5166, -0.503, -0.5043, -0.4802, -0.4474, -0.3863, -0.361, -0.3801, -0.2841, -0.2376, -0.2652, -0.2296, -0.2561, -0.3053, -0.3467, -0.3302, -0.2983, -0.2695, -0.2801, -0.2801, -0.1412, -0.11, -0.1147, -0.0692, -0.0074, 0.02, 0.0349, -0.0452, -0.1718, -0.09, -0.1029, -0.145, -0.0454, -0.059, 0.0429, -0.0215, 0.0, 0.087, 0.087, 0.1612, 0.0082, 0.0082, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2066544803475865766", "ticker_idx": 0, "ts": "2026-06-15T15:34:10+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "It's staring right at you. Choose your notifications wisely $DRAM", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Author claims MU and SNDK are the next big plays, implying continued upside from current levels, echoing prior 'Bargain of the Century' conviction.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "Holy Shit\n\n$SNDK From $214 → $2100\n$MU From $62 → 1074\n\nSince my Bargain of the Century callout. Thousands of conviction posts. The receipts are public.\n\nStop asking what's next. It's staring right at you.\n\nChoose your notifications wisely $DRAM https://t.co/6sbGLJ0pXy", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": -0.09777663934196312, "ret_signed_m1d": -0.09777663934196312, "alpha_spy_m1d": -0.0804482379565471, "alpha_c_m1d": -0.05583574205061881, "bench_spy_m1d": -0.017328401385416026, "bench_c_m1d": -0.041940897291344315, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.06179282996369051, "ret_signed_p1d": -0.06179282996369051, "alpha_spy_p1d": -0.05583126711945641, "alpha_c_p1d": -0.013732287915644514, "bench_spy_p1d": -0.005961562844234103, "bench_c_p1d": -0.048060542048045996, "ret_p1w": 0.11341098333253674, "ret_signed_p1w": 0.11341098333253674, "alpha_spy_p1w": 0.1247012938837685, "alpha_c_p1w": 0.07970676701133361, "bench_spy_p1w": -0.011290310551231753, "bench_c_p1w": 0.03370421632120313, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.5758, -0.5918, -0.6115, -0.6285, -0.6366, -0.649, -0.6734, -0.6718, -0.7042, -0.6895, -0.6619, -0.6634, -0.6634, -0.6528, -0.653, -0.6262, -0.6126, -0.6134, -0.6079, -0.572, -0.5807, -0.5797, -0.5817, -0.5878, -0.587, -0.5519, -0.5572, -0.5435, -0.5179, -0.5365, -0.5235, -0.5247, -0.5016, -0.4702, -0.4116, -0.3873, -0.4057, -0.3136, -0.269, -0.2954, -0.2614, -0.2867, -0.3339, -0.3736, -0.3578, -0.3272, -0.2995, -0.3097, -0.3097, -0.1766, -0.1467, -0.1512, -0.1075, -0.0482, -0.022, -0.0077, -0.0846, -0.2059, -0.1275, -0.1398, -0.1802, -0.0847, -0.0978, 0.0, -0.0618, -0.0412, 0.0423, 0.0423, 0.1134, -0.0333, -0.0333, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2066544803475865766", "ticker_idx": 1, "ts": "2026-06-15T15:34:10+00:00", "symbol": "SNDK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$SNDK From $214 → $2100\n$MU From $62 → 1074\n\nSince my Bargain of the Century callout. Thousands of conviction posts. The receipts are public.\n\nStop asking what's next. It's staring right at you.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Author claims MU and SNDK are the next big plays, implying continued upside from current levels, echoing prior 'Bargain of the Century' conviction.", "resolved_tickers": ["SNDK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "quote", "lang": "en", "tweet_text": "Holy Shit\n\n$SNDK From $214 → $2100\n$MU From $62 → 1074\n\nSince my Bargain of the Century callout. Thousands of conviction posts. The receipts are public.\n\nStop asking what's next. It's staring right at you.\n\nChoose your notifications wisely $DRAM https://t.co/6sbGLJ0pXy", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": -0.06061129549636057, "ret_signed_m1d": -0.06061129549636057, "alpha_spy_m1d": -0.04328289411094455, "alpha_c_m1d": -0.024165187506830388, "bench_spy_m1d": -0.017328401385416026, "bench_c_m1d": -0.036446107989530185, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.05517921145915561, "ret_signed_p1d": -0.05517921145915561, "alpha_spy_p1d": -0.049217648614921505, "alpha_c_p1d": -0.02728411994381963, "bench_spy_p1d": -0.005961562844234103, "bench_c_p1d": -0.02789509151533598, "ret_p1w": 0.07869112018527202, "ret_signed_p1w": 0.07869112018527202, "alpha_spy_p1w": 0.08998143073650378, "alpha_c_p1w": 0.07561947392880608, "bench_spy_p1w": -0.011290310551231753, "bench_c_p1w": 0.003071646256465943, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.6424, -0.6337, -0.6633, -0.6667, -0.6667, -0.6784, -0.7138, -0.7078, -0.7284, -0.6986, -0.6714, -0.6672, -0.6672, -0.6562, -0.6628, -0.6295, -0.596, -0.5959, -0.5481, -0.5519, -0.577, -0.5638, -0.5631, -0.5668, -0.5714, -0.5355, -0.5576, -0.5304, -0.4923, -0.5245, -0.4951, -0.4798, -0.4369, -0.4042, -0.3328, -0.3311, -0.3643, -0.2588, -0.2658, -0.3111, -0.3134, -0.344, -0.3322, -0.3676, -0.3437, -0.3393, -0.2683, -0.2985, -0.2985, -0.2459, -0.2457, -0.2212, -0.1959, -0.1644, -0.1857, -0.1311, -0.1652, -0.2602, -0.221, -0.2189, -0.2204, -0.1074, -0.0606, 0.0, -0.0552, -0.0707, 0.0365, 0.0365, 0.0787, -0.0684, -0.0684, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2066352114021155290", "ticker_idx": 0, "ts": "2026-06-15T02:48:29+00:00", "symbol": "ARM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "BLUE candle + Volume Node = Another breakout setup. Same pattern as the ones before it.", "tweet_type": "prediction", "timeline": "days", "summary": "Bullish ARM on technical breakout setup (blue candle + volume node) backed by AGI CPU performance advantage over x86.", "resolved_tickers": ["ARM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "$ARM BLUE candle + Volume Node = Another breakout setup. Same pattern as the ones before it.\n\nARM's AGI CPU delivers 2x performance per rack at 300W. Hyperscalers get more inference per watt than any x86 alternative.\n\n300+ charts daily. Try it free:\nhttps://t.co/ZQDP5HCFyq https://t.co/P38iiIv97U", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.07693610755917213, "ret_signed_m1d": -0.07693610755917213, "alpha_spy_m1d": -0.0596077061737561, "alpha_c_m1d": -0.034995210267827814, "bench_spy_m1d": -0.017328401385416026, "bench_c_m1d": -0.041940897291344315, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.039292187455384986, "ret_signed_p1d": -0.039292187455384986, "alpha_spy_p1d": -0.03333062461115088, "alpha_c_p1d": 0.00876835459266101, "bench_spy_p1d": -0.005961562844234103, "bench_c_p1d": -0.048060542048045996, "ret_p1w": -0.011707639595639696, "ret_signed_p1w": -0.011707639595639696, "alpha_spy_p1w": -0.0004173290444079436, "alpha_c_p1w": -0.045411855916842825, "bench_spy_p1w": -0.011290310551231753, "bench_c_p1w": 0.03370421632120313, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": -0.011707639595639696, "alpha_spy_stated": -0.0004173290444079436, "alpha_c_stated": -0.045411855916842825, "price_path": [-0.6889, -0.6853, -0.6792, -0.6682, -0.6729, -0.6193, -0.6248, -0.6506, -0.668, -0.6333, -0.6241, -0.6386, -0.6386, -0.6394, -0.6513, -0.639, -0.6369, -0.639, -0.618, -0.6092, -0.6138, -0.6065, -0.5959, -0.5756, -0.5746, -0.5235, -0.504, -0.4308, -0.4767, -0.5185, -0.5111, -0.4902, -0.4881, -0.5073, -0.4938, -0.4248, -0.4829, -0.483, -0.4845, -0.496, -0.4638, -0.4461, -0.493, -0.4786, -0.4591, -0.3777, -0.2771, -0.257, -0.257, -0.2214, -0.2662, -0.1873, -0.1436, -0.009, -0.0239, -0.0017, -0.0463, -0.1688, -0.1604, -0.2126, -0.2548, -0.1705, -0.0769, 0.0, -0.0393, 0.0153, 0.0652, 0.0652, -0.0117, -0.1119, -0.1119, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2068532578341285925", "ticker_idx": 0, "ts": "2026-06-21T03:12:52+00:00", "symbol": "TSM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Two types of idiots today. Idiot 1: Believes China will invade Taiwan. Idiot 2: Has no idea the world literally cannot function without TSMC.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Strongly bullish TSM: dismisses Taiwan invasion risk and argues the world cannot function without TSMC, endorsing the $2T market cap thesis.", "resolved_tickers": ["TSM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$TSM Two types of idiots today.\n\nIdiot 1: Believes China will invade Taiwan.\n\nIdiot 2: Has no idea the world literally cannot function without TSMC.\n\nSK Hynix, $MU, $AMD, $ARM, $NVDA, $QCOM, $AVGO and even its foundry competitors $INTC and Samsung all depend on TSMC's advanced nodes for cutting edge silicon and logic.\n\nThere is no version of reality in which China invades Taiwan to sabotage the entire global semi & AI economy, including their own, just to make 100 enemies at once. Especially under United State's watch.\n\nI've spoken. $DRAM", "reply_text": null, "parent_text": null, "quoted_text": "$TSM 2 Trillion Market Cap Incoming", "parent_author": null, "ret_m1d": -0.011867381168761848, "ret_signed_m1d": -0.011867381168761848, "alpha_spy_m1d": -0.015024295608361604, "alpha_c_m1d": 0.0016321458591714855, "bench_spy_m1d": 0.003156914439599756, "bench_c_m1d": -0.013499527027933333, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.06688476464427062, "ret_signed_p1d": -0.06688476464427062, "alpha_spy_p1d": -0.05236281063377901, "alpha_c_p1d": 0.003169483659540284, "bench_spy_p1d": -0.014521954010491611, "bench_c_p1d": -0.0700542483038109, "ret_p1w": null, "ret_signed_p1w": null, "alpha_spy_p1w": null, "alpha_c_p1w": null, "bench_spy_p1w": null, "bench_c_p1w": null, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.2582, -0.3043, -0.303, -0.3248, -0.2791, -0.2715, -0.2767, -0.2767, -0.2709, -0.2633, -0.2194, -0.2203, -0.2094, -0.2116, -0.1896, -0.1998, -0.2249, -0.2096, -0.2187, -0.2148, -0.1735, -0.1837, -0.1414, -0.1361, -0.163, -0.1599, -0.1551, -0.1517, -0.1433, -0.1586, -0.1051, -0.1165, -0.1218, -0.137, -0.1525, -0.1471, -0.1089, -0.1374, -0.1553, -0.1625, -0.1432, -0.1314, -0.1371, -0.1371, -0.1204, -0.0982, -0.0937, -0.1073, -0.0707, -0.0471, -0.0684, -0.0509, -0.1143, -0.0895, -0.0871, -0.128, -0.0996, -0.0935, -0.0562, -0.0895, -0.076, -0.0119, -0.0119, 0.0, -0.0669, -0.0669, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2058628256849707414", "ticker_idx": 0, "ts": "2026-05-24T19:16:38+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "the probabilities of the surprise upsides is there too", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Endorses upside surprise potential in MU EPS, supporting bullish thesis beyond $100 consensus.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@Jespabe Good point! This is the mid-point consensus. So the probabilities of the surprise upsides is there too.", "reply_text": null, "parent_text": "@TradexWhisperer And that's assuming $MU makes $100 EPS. I'm convinced it will be more like $150.", "quoted_text": null, "parent_author": "Jespabe", "ret_m1d": -0.16171809181271302, "ret_signed_m1d": -0.16171809181271302, "alpha_spy_m1d": -0.1551232313737475, "alpha_c_m1d": -0.11883768742820466, "bench_spy_m1d": -0.006594860438965511, "bench_c_m1d": -0.04288040438450835, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03631063098229759, "ret_signed_p1d": 0.03631063098229759, "alpha_spy_p1d": 0.0364838731470436, "alpha_c_p1d": 0.04733799087684687, "bench_spy_p1d": -0.0001732421647460125, "bench_c_p1d": -0.011027359894549282, "ret_p1w": 0.1877706498485021, "ret_signed_p1w": 0.1877706498485021, "alpha_spy_p1w": 0.17580674976545185, "alpha_c_p1w": 0.13783208640362754, "bench_spy_p1w": 0.01196390008305026, "bench_c_p1w": 0.04993856344487457, "ret_p1m": 0.17400769500244517, "ret_signed_p1m": 0.17400769500244517, "alpha_spy_p1m": 0.1941520493419413, "alpha_c_p1m": 0.14094234033380415, "bench_spy_p1m": -0.02014435433949613, "bench_c_p1m": 0.03306535466864102, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.17400769500244517, "alpha_spy_stated": 0.1941520493419413, "alpha_c_stated": 0.14094234033380415, "price_path": [-0.5363, -0.5399, -0.5396, -0.5764, -0.5528, -0.557, -0.5868, -0.5656, -0.5502, -0.5328, -0.5477, -0.5245, -0.5071, -0.4849, -0.4848, -0.5043, -0.5281, -0.5488, -0.5587, -0.5737, -0.6034, -0.6014, -0.6408, -0.6229, -0.5894, -0.5912, -0.5912, -0.5783, -0.5785, -0.546, -0.5295, -0.5305, -0.5239, -0.4802, -0.4907, -0.4896, -0.492, -0.4995, -0.4984, -0.4559, -0.4623, -0.4456, -0.4145, -0.4371, -0.4213, -0.4227, -0.3948, -0.3566, -0.2854, -0.2559, -0.2782, -0.1664, -0.1122, -0.1443, -0.103, -0.1338, -0.1911, -0.2393, -0.2201, -0.1829, -0.1493, -0.1617, -0.1617, 0.0, 0.0363, 0.0309, 0.0839, 0.1558, 0.1878, 0.205, 0.1118, -0.0356, 0.0596, 0.0447, -0.0045, 0.1116, 0.0957, 0.2144, 0.1394, 0.1644, 0.2658, 0.2658, 0.3522, 0.174, 0.174, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2056844760875508095", "ticker_idx": 0, "ts": "2026-05-19T21:09:39+00:00", "symbol": "TSM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$TSM is a key enabler of CPO, co-packaged optics. Do not ever forget that. CPO + CoWoS = Huge Synergy, Moat.", "tweet_type": "analysis", "timeline": "years", "summary": "Long TSMC as the key enabler of co-packaged optics via COUPE/CoWoS integration, with mass production targeted 2H26 and CPO penetration ~35% by 2030.", "resolved_tickers": ["TSM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "$TSM is a key enabler of CPO, co-packaged optics. Do not ever forget that. \n\nCPO + CoWoS = Huge Synergy, Moat.\n\nTSMC is actively integrating CPO into CoWoS packages using its COUPE (Compact Universal Photonic Engine) technology.\n\n-The optical engine (PIC + EIC + fiber attach) is co-packaged within the same CoWoS structure.\n\n-This enables \"true\" CPO where optics sit right next to the compute dies on the interposer/substrate.\n\nBenefits: ~2x better power efficiency, up to 10x lower latency vs. pluggable optics, and better scaling for AI clusters\n\nTSMC is advancing its co-packaged optics (CPO) technology with “COUPE on Substrate,” targeting mass production in the second half of 2026 (2H26). This extends CPO integration to the substrate level, marking a shift in AI chip development toward system-level integration and higher-speed optical interconnects for AI data centers.\n\n$NVDA & Supply Security: If CPO becomes the dominant architecture for future AI servers, NVIDIA may pursue long-term substrate deals, prepayments, or partnerships to secure high-end ABF (Ajinomoto Build-up Film) substrate capacity. This aims to prevent repeats of past shortages in CoWoS and HBM\n\nSubstrate Supply Risks: Surging demand from AI GPUs, ASICs, and CPO is expected to cause high-end ABF substrate shortages by 2027. AI chips require 5–10x more ABF material and larger/more layered substrates than traditional CPUs, with tight supply likely persisting due to AI and high-end networking growth.\n\nCPO penetration in AI data center optical modules is projected to reach ~35% by 2030", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.022434225974609756, "ret_signed_m1d": -0.022434225974609756, "alpha_spy_m1d": -0.012289207630099108, "alpha_c_m1d": 0.01422491785773805, "bench_spy_m1d": -0.010145018344510648, "bench_c_m1d": -0.03665914383234781, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.013769183178355737, "ret_signed_p1d": 0.013769183178355737, "alpha_spy_p1d": 0.011786095477288594, "alpha_c_p1d": 0.008066580034114423, "bench_spy_p1d": 0.0019830877010671433, "bench_c_p1d": 0.005702603144241314, "ret_p1w": 0.05256209720114269, "ret_signed_p1w": 0.05256209720114269, "alpha_spy_p1w": 0.04013713063716362, "alpha_c_p1w": -0.002054890583069957, "bench_spy_p1w": 0.012424966563979067, "bench_c_p1w": 0.054616987784212645, "ret_p1m": 0.15333450067584264, "ret_signed_p1m": 0.15333450067584264, "alpha_spy_p1m": 0.14333279430573276, "alpha_c_p1m": -0.015298014938839755, "bench_spy_p1m": 0.010001706370109886, "bench_c_p1m": 0.1686325156146824, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.08, -0.0812, -0.0422, -0.0373, -0.0644, -0.0699, -0.0835, -0.1232, -0.1125, -0.1214, -0.1586, -0.1342, -0.1382, -0.1197, -0.164, -0.16, -0.1552, -0.1385, -0.1545, -0.1564, -0.1802, -0.1573, -0.1453, -0.1341, -0.188, -0.1864, -0.2119, -0.1585, -0.1497, -0.1558, -0.1558, -0.149, -0.1402, -0.0889, -0.09, -0.0772, -0.0798, -0.0541, -0.066, -0.0953, -0.0775, -0.0881, -0.0835, -0.0353, -0.0472, 0.0021, 0.0084, -0.0231, -0.0194, -0.0138, -0.0098, -0.0, -0.018, 0.0445, 0.0312, 0.025, 0.0073, -0.0108, -0.0045, 0.0401, 0.0068, -0.0141, -0.0224, 0.0, 0.0138, 0.0072, 0.0072, 0.0266, 0.0526, 0.0579, 0.0419, 0.0847, 0.1122, 0.0873, 0.1078, 0.0337, 0.0627, 0.0655, 0.0178, 0.0509, 0.058, 0.1016, 0.0628, 0.0785, 0.1533, 0.1533, 0.1672, 0.0891, 0.0891, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2066750081739690002", "ticker_idx": 0, "ts": "2026-06-16T05:09:52+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU $70B → $1.2T\n\nChip Invasion Master Plan Does Not Stop Here.\n\nThe Bargain of the Century is not a price target. It is a trajectory.", "tweet_type": "prediction", "timeline": "years", "summary": "Long MU with a $70B→$1.2T market cap trajectory thesis on HBM, surging DRAM/NAND prices, and AI memory demand.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU $70B → $1.2T\n\nChip Invasion Master Plan Does Not Stop Here.\n\nMeta. $280 billion away. \n\nThe Bargain of the Century is not a price target. It is a trajectory. $DRAM https://t.co/F3UL1js62I", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": 0.06586267078016372, "ret_signed_m1d": 0.06586267078016372, "alpha_spy_m1d": 0.059865354558376715, "alpha_c_m1d": 0.015375697426369017, "bench_spy_m1d": 0.005997316221787008, "bench_c_m1d": 0.050486973353794706, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.021973756246363108, "ret_signed_p1d": 0.021973756246363108, "alpha_spy_p1d": 0.03446162713141454, "alpha_c_p1d": 0.009035492117913435, "bench_spy_p1d": -0.012487870885051433, "bench_c_p1d": 0.012938264128449672, "ret_p1w": 0.030379334485042264, "ret_signed_p1w": 0.030379334485042264, "alpha_spy_p1w": 0.050184146463168156, "alpha_c_p1w": 0.02055792573022286, "bench_spy_p1w": -0.01980481197812589, "bench_c_p1w": 0.009821408754819405, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.5649, -0.5859, -0.604, -0.6127, -0.6258, -0.6519, -0.6502, -0.6847, -0.669, -0.6396, -0.6412, -0.6412, -0.6299, -0.6301, -0.6015, -0.5871, -0.588, -0.5821, -0.5438, -0.553, -0.5521, -0.5542, -0.5607, -0.5598, -0.5224, -0.5281, -0.5134, -0.4861, -0.506, -0.4921, -0.4934, -0.4688, -0.4353, -0.3728, -0.347, -0.3665, -0.2684, -0.2208, -0.249, -0.2127, -0.2398, -0.2901, -0.3323, -0.3155, -0.2829, -0.2534, -0.2643, -0.2643, -0.1223, -0.0905, -0.0953, -0.0487, 0.0144, 0.0425, 0.0576, -0.0243, -0.1536, -0.07, -0.0831, -0.1263, -0.0244, -0.0384, 0.0659, 0.0, 0.022, 0.1109, 0.1109, 0.1867, 0.0304, 0.0304, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2066921898051850747", "ticker_idx": 0, "ts": "2026-06-16T16:32:36+00:00", "symbol": "memory semiconductors", "kind": "sector", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "The memory trio will make lots of money next 5 years (all projections). Hence why this is cheap.", "tweet_type": "analysis", "timeline": "years", "summary": "Bullish on the 'memory trio' for 5 years; structural shift means the bust cycle stays flat, making current valuations cheap.", "resolved_tickers": ["MU", "000660.KS", "005930.KS", "285A.T"], "resolution_method": "basket", "resolution_reason": "Global memory semiconductor basket: MU, Hynix, Samsung, Kioxia", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "Forward PE 9 right now when the company is super strong means the market is expecting a downturn next 2 years. Market is trying to be \"efficient.\" in fact what market is doing is trying to follow the historical boom and bust but all I've been saying is that I've seen that data and the bust might just be flat even in the most bearish cases so. The shift is structural. The memory trio will make lots of money next 5 years (all projections). Hence why this is cheap. There I defended my thesis.", "reply_text": null, "parent_text": "@TradexWhisperer A thesis requires data yes but not confirmation bias. Anyways, 9 is cheap - that’s my question. You are a data scientist. Does this go deep enough? That’s all I’m asking…", "quoted_text": null, "parent_author": "dumjgr88", "ret_m1d": -0.0031771307775869673, "ret_signed_m1d": -0.0031771307775869673, "alpha_spy_m1d": -0.009174446999373975, "alpha_c_m1d": -0.053664104131381674, "bench_spy_m1d": 0.005997316221787008, "bench_c_m1d": 0.050486973353794706, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03564458815022742, "ret_signed_p1d": 0.03564458815022742, "alpha_spy_p1d": 0.04813245903527885, "alpha_c_p1d": 0.022706324021777746, "bench_spy_p1d": -0.012487870885051433, "bench_c_p1d": 0.012938264128449672, "ret_p1w": 2.0987950990480897e-06, "ret_signed_p1w": 2.0987950990480897e-06, "alpha_spy_p1w": 0.01980691077322494, "alpha_c_p1w": -0.009819309959720357, "bench_spy_p1w": -0.01980481197812589, "bench_c_p1w": 0.009821408754819405, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.5896, -0.6139, -0.6117, -0.61, -0.6292, -0.638, -0.6467, -0.6708, -0.6347, -0.644, -0.6322, -0.6238, -0.6143, -0.5814, -0.5821, -0.5678, -0.5674, -0.546, -0.5367, -0.5286, -0.5408, -0.5387, -0.5255, -0.5211, -0.505, -0.5124, -0.4959, -0.4879, -0.4906, -0.4886, -0.4919, -0.4612, -0.4528, -0.3977, -0.3638, -0.3649, -0.3051, -0.3019, -0.2799, -0.2681, -0.3187, -0.3034, -0.3317, -0.3231, -0.2682, -0.2604, -0.2421, -0.2342, -0.179, -0.17, -0.1423, -0.0872, -0.0503, -0.0419, -0.0538, -0.1099, -0.1985, -0.1164, -0.1658, -0.161, -0.0987, -0.0528, -0.0032, 0.0, 0.0356, 0.0901, 0.1053, 0.0141, 0.0, 0.0304, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2058968602058043893", "ticker_idx": 0, "ts": "2026-05-25T17:49:03+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "You and I see eye to eye. Long DRAM.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Author endorses long DRAM/memory play; agrees AI-driven demand is just beginning.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@dramlonger You and I see eye to eye. Long DRAM.", "reply_text": null, "parent_text": "@TradexWhisperer Think imma just hold $MU $SNDK $DRAM for awhile\n\nI work in Finance at a Mag7 company and AI has literally just started - most ppl I know at work haven't even touched Claude Code yet", "quoted_text": null, "parent_author": "dramlonger", "ret_m1d": -0.16171809181271302, "ret_signed_m1d": -0.16171809181271302, "alpha_spy_m1d": -0.1551232313737475, "alpha_c_m1d": -0.11883768742820466, "bench_spy_m1d": -0.006594860438965511, "bench_c_m1d": -0.04288040438450835, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03631063098229759, "ret_signed_p1d": 0.03631063098229759, "alpha_spy_p1d": 0.0364838731470436, "alpha_c_p1d": 0.04733799087684687, "bench_spy_p1d": -0.0001732421647460125, "bench_c_p1d": -0.011027359894549282, "ret_p1w": 0.1877706498485021, "ret_signed_p1w": 0.1877706498485021, "alpha_spy_p1w": 0.17580674976545185, "alpha_c_p1w": 0.13783208640362754, "bench_spy_p1w": 0.01196390008305026, "bench_c_p1w": 0.04993856344487457, "ret_p1m": 0.17400769500244517, "ret_signed_p1m": 0.17400769500244517, "alpha_spy_p1m": 0.1941520493419413, "alpha_c_p1m": 0.14094234033380415, "bench_spy_p1m": -0.02014435433949613, "bench_c_p1m": 0.03306535466864102, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.17400769500244517, "alpha_spy_stated": 0.1941520493419413, "alpha_c_stated": 0.14094234033380415, "price_path": [-0.5363, -0.5399, -0.5396, -0.5764, -0.5528, -0.557, -0.5868, -0.5656, -0.5502, -0.5328, -0.5477, -0.5245, -0.5071, -0.4849, -0.4848, -0.5043, -0.5281, -0.5488, -0.5587, -0.5737, -0.6034, -0.6014, -0.6408, -0.6229, -0.5894, -0.5912, -0.5912, -0.5783, -0.5785, -0.546, -0.5295, -0.5305, -0.5239, -0.4802, -0.4907, -0.4896, -0.492, -0.4995, -0.4984, -0.4559, -0.4623, -0.4456, -0.4145, -0.4371, -0.4213, -0.4227, -0.3948, -0.3566, -0.2854, -0.2559, -0.2782, -0.1664, -0.1122, -0.1443, -0.103, -0.1338, -0.1911, -0.2393, -0.2201, -0.1829, -0.1493, -0.1617, -0.1617, 0.0, 0.0363, 0.0309, 0.0839, 0.1558, 0.1878, 0.205, 0.1118, -0.0356, 0.0596, 0.0447, -0.0045, 0.1116, 0.0957, 0.2144, 0.1394, 0.1644, 0.2658, 0.2658, 0.3522, 0.174, 0.174, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2058422939478073377", "ticker_idx": 0, "ts": "2026-05-24T05:40:47+00:00", "symbol": "DRAM", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I like $DRAM. Not financial advice.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Prefers DRAM ETF over individual MU/SK positions; bullish on it.", "resolved_tickers": ["DRAM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "reply_other", "lang": "en", "tweet_text": "@M0dermatt I like $DRAM. Not financial advice.", "reply_text": null, "parent_text": "@TradexWhisperer Thank you for the post. Can I please ask, from your pov, is there more upside to be gained by buying MU and SK together on a standalone basis (eg 40/60 weighting), or would you rather buy DRAM to cover all the holdings (granted, at the allocated weight)? Thanks!", "quoted_text": null, "parent_author": "M0dermatt", "ret_m1d": -0.1270864128246456, "ret_signed_m1d": -0.1270864128246456, "alpha_spy_m1d": -0.1204915523856801, "alpha_c_m1d": -0.1204915523856801, "bench_spy_m1d": -0.006594860438965511, "bench_c_m1d": -0.006594860438965511, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.003635782958282263, "ret_signed_p1d": 0.003635782958282263, "alpha_spy_p1d": 0.0038090251230282757, "alpha_c_p1d": 0.0038090251230282757, "bench_spy_p1d": -0.0001732421647460125, "bench_c_p1d": -0.0001732421647460125, "ret_p1w": 0.14972734464722182, "ret_signed_p1w": 0.14972734464722182, "alpha_spy_p1w": 0.13776344456417156, "alpha_c_p1w": 0.13776344456417156, "bench_spy_p1w": 0.01196390008305026, "bench_c_p1w": 0.01196390008305026, "ret_p1m": 0.143943201797617, "ret_signed_p1m": 0.143943201797617, "alpha_spy_p1m": 0.16408755613711312, "alpha_c_p1m": 0.16408755613711312, "bench_spy_p1m": -0.02014435433949613, "bench_c_p1m": -0.02014435433949613, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.143943201797617, "alpha_spy_stated": 0.16408755613711312, "alpha_c_stated": 0.16408755613711312, "price_path": [null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, -0.5412, -0.5412, -0.5181, -0.5135, -0.4634, -0.4649, -0.4641, -0.4455, -0.4122, -0.4303, -0.4209, -0.4118, -0.4204, -0.4227, -0.3836, -0.3991, -0.3852, -0.3626, -0.3831, -0.3682, -0.35, -0.3322, -0.2981, -0.235, -0.1955, -0.2307, -0.1274, -0.0897, -0.1522, -0.0987, -0.1111, -0.1555, -0.1849, -0.1775, -0.1487, -0.102, -0.1271, -0.1271, 0.0, 0.0036, 0.034, 0.0445, 0.1238, 0.1497, 0.152, 0.0858, -0.078, 0.0002, -0.0107, -0.0519, 0.0762, 0.0744, 0.1745, 0.1258, 0.156, 0.2677, 0.2677, 0.334, 0.1439, 0.1439, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2058440571015114862", "ticker_idx": 0, "ts": "2026-05-24T06:50:50+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$NVDA $500 PT from Baird. That's +132% upside.", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Shares Baird's $500 PT on NVDA implying +132% upside; author adopts bullish stance by sharing.", "resolved_tickers": ["NVDA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "$NVDA $500 PT from Baird. That's +132% upside. Here's rest. https://t.co/E4u0bUEwAx", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0021874664274099676, "ret_signed_m1d": 0.0021874664274099676, "alpha_spy_m1d": 0.008782326866375478, "alpha_c_m1d": 0.04506787081191832, "bench_spy_m1d": -0.006594860438965511, "bench_c_m1d": -0.04288040438450835, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.010518481304186755, "ret_signed_p1d": -0.010518481304186755, "alpha_spy_p1d": -0.010345239139440743, "alpha_c_p1d": 0.000508878590362527, "bench_spy_p1d": -0.0001732421647460125, "bench_c_p1d": -0.011027359894549282, "ret_p1w": 0.037047359721765316, "ret_signed_p1w": 0.037047359721765316, "alpha_spy_p1w": 0.025083459638715055, "alpha_c_p1w": -0.012891203723109257, "bench_spy_p1w": 0.01196390008305026, "bench_c_p1w": 0.04993856344487457, "ret_p1m": -0.067890095987301, "ret_signed_p1m": -0.067890095987301, "alpha_spy_p1m": -0.047745741647804874, "alpha_c_p1m": -0.10095545065594203, "bench_spy_p1m": -0.02014435433949613, "bench_c_p1m": 0.03306535466864102, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.067890095987301, "alpha_spy_stated": -0.047745741647804874, "alpha_c_stated": -0.10095545065594203, "price_path": [-0.1395, -0.1754, -0.1507, -0.1621, -0.1481, -0.1467, -0.1724, -0.15, -0.1401, -0.1342, -0.1476, -0.1611, -0.1473, -0.1533, -0.1604, -0.1689, -0.1962, -0.1825, -0.1846, -0.1684, -0.203, -0.2203, -0.2313, -0.1883, -0.182, -0.1744, -0.1744, -0.1732, -0.1711, -0.1526, -0.144, -0.1221, -0.1189, -0.0854, -0.0744, -0.0768, -0.0613, -0.0596, -0.0697, -0.0575, -0.0708, -0.0307, 0.0081, -0.0079, -0.0261, -0.0712, -0.0764, -0.0762, -0.0855, -0.0327, -0.0156, 0.0016, 0.0213, 0.0276, 0.0511, 0.0972, 0.0487, 0.0347, 0.0268, 0.0401, 0.0216, 0.0022, 0.0022, 0.0, -0.0105, -0.0028, -0.0173, 0.0442, 0.037, -0.0005, 0.0189, -0.0443, -0.0278, -0.0299, -0.0661, -0.0454, -0.0439, -0.0101, -0.0335, -0.0464, -0.0183, -0.0183, -0.0278, -0.0679, -0.0679, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2067682947852021863", "ticker_idx": 0, "ts": "2026-06-18T18:56:45+00:00", "symbol": "MRVL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MRVL is bullish", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish on MRVL; no view on BB.", "resolved_tickers": ["MRVL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@sherryoak12 $MRVL is bullish. No BB on $BB.", "reply_text": null, "parent_text": "@TradexWhisperer Do you have a view on $BB and $MRVL ?", "quoted_text": null, "parent_author": "sherryoak12", "ret_m1d": -0.06774415267240075, "ret_signed_m1d": -0.06774415267240075, "alpha_spy_m1d": -0.05745414535870941, "alpha_c_m1d": -0.013325116008204962, "bench_spy_m1d": -0.01029000731369134, "bench_c_m1d": -0.054419036664195786, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0, "ret_signed_p1d": 0.0, "alpha_spy_p1d": 0.0, "alpha_c_p1d": 0.0, "bench_spy_p1d": 0.0, "bench_c_p1d": 0.0, "ret_p1w": null, "ret_signed_p1w": null, "alpha_spy_p1w": null, "alpha_c_p1w": null, "bench_spy_p1w": null, "bench_c_p1w": null, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.7098, -0.7028, -0.6832, -0.6856, -0.6947, -0.7174, -0.6812, -0.6566, -0.6553, -0.6553, -0.6476, -0.648, -0.6317, -0.614, -0.5863, -0.5772, -0.5691, -0.5666, -0.5706, -0.5502, -0.524, -0.5128, -0.4935, -0.4669, -0.471, -0.4906, -0.5066, -0.4959, -0.4683, -0.4689, -0.4731, -0.4567, -0.4457, -0.4848, -0.4522, -0.4499, -0.4703, -0.427, -0.4121, -0.4305, -0.4561, -0.4324, -0.3985, -0.386, -0.3679, -0.3679, -0.3294, -0.3602, -0.3405, -0.3399, -0.2935, -0.0637, -0.0288, 0.0188, -0.1517, -0.07, -0.1407, -0.1867, -0.0962, -0.0994, -0.0055, -0.1027, -0.0677, 0.0, 0.0, -0.0088, -0.1016, -0.1016, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2068175481887977767", "ticker_idx": 0, "ts": "2026-06-20T03:33:54+00:00", "symbol": "RDDT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I think the earnings will show good growth", "tweet_type": "prediction", "timeline": "weeks", "summary": "Expects RDDT upcoming earnings to show good growth; implied bullish.", "resolved_tickers": ["RDDT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@Ap9xoce I think the earnings will show good growth.", "reply_text": null, "parent_text": "@TradexWhisperer RDDT does have sustained momentum.", "quoted_text": null, "parent_author": "Ap9xoce", "ret_m1d": 0.026519621026260154, "ret_signed_m1d": 0.026519621026260154, "alpha_spy_m1d": 0.023362706586660398, "alpha_c_m1d": 0.004939986526089735, "bench_spy_m1d": 0.003156914439599756, "bench_c_m1d": 0.02157963450017042, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.028221060136673803, "ret_signed_p1d": -0.028221060136673803, "alpha_spy_p1d": -0.013699106126182192, "alpha_c_p1d": -0.03205781879635061, "bench_spy_p1d": -0.014521954010491611, "bench_c_p1d": 0.003836758659676809, "ret_p1w": null, "ret_signed_p1w": null, "alpha_spy_p1w": null, "alpha_c_p1w": null, "bench_spy_p1w": null, "bench_c_p1w": null, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.1808, -0.2533, -0.2851, -0.2717, -0.21, -0.201, -0.2021, -0.2021, -0.1883, -0.1719, -0.1493, -0.1881, -0.1802, -0.1237, -0.0933, -0.0702, -0.0469, -0.039, -0.0244, -0.0799, -0.036, -0.1026, -0.0912, -0.06, -0.1321, -0.1331, -0.1362, -0.0232, -0.008, 0.007, -0.0228, -0.0381, -0.0859, -0.0641, -0.1061, -0.0958, -0.0829, -0.072, -0.0665, -0.0913, -0.1392, -0.1197, -0.1688, -0.1688, -0.1514, -0.0953, -0.0161, 0.0326, 0.0435, -0.0077, -0.0056, 0.079, 0.0177, 0.004, 0.045, 0.0104, 0.0165, -0.0489, 0.0671, 0.029, -0.0263, 0.0265, 0.0265, 0.0, -0.0282, -0.0282, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2056934337451589771", "ticker_idx": 0, "ts": "2026-05-20T03:05:36+00:00", "symbol": "005930.KS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I think samsung will go green next week", "tweet_type": "prediction", "timeline": "days", "summary": "Expects Samsung to recover and turn positive next week despite short-term pain.", "resolved_tickers": ["005930.KS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Consumer Electronics'", "bench_c_industry": "Consumer Electronics", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@JungleStocks So yeah short-term pain but I think samsung will go green next week.", "reply_text": null, "parent_text": "@TradexWhisperer For memory theme yes but for Samsung I'm bot usre its good", "quoted_text": null, "parent_author": "JungleStocks", "ret_m1d": -0.0018115942028985588, "ret_signed_m1d": -0.0018115942028985588, "alpha_spy_m1d": 0.008333424141612089, "alpha_c_m1d": 0.020204890002102793, "bench_spy_m1d": -0.010145018344510648, "bench_c_m1d": -0.022016484205001352, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.08514492753623193, "ret_signed_p1d": 0.08514492753623193, "alpha_spy_p1d": 0.08316183983516479, "alpha_c_p1d": 0.07690282503555523, "bench_spy_p1d": 0.0019830877010671433, "bench_c_p1d": 0.008242102500676696, "ret_p1w": 0.1123188405797102, "ret_signed_p1w": 0.1123188405797102, "alpha_spy_p1w": 0.09989387401573113, "alpha_c_p1w": 0.07116498935082882, "bench_spy_p1w": 0.012424966563979067, "bench_c_p1w": 0.04115385122888138, "ret_p1m": 0.3134057971014492, "ret_signed_p1m": 0.3134057971014492, "alpha_spy_p1m": 0.30340409073133934, "alpha_c_p1m": 0.23267865960230205, "bench_spy_p1m": 0.010001706370109886, "bench_c_p1m": 0.08072713749914717, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": 0.1123188405797102, "alpha_spy_stated": 0.09989387401573113, "alpha_c_stated": 0.07116498935082882, "price_path": [-0.3127, -0.3022, -0.2769, -0.2642, -0.2118, -0.2172, -0.2172, -0.2946, -0.3774, -0.3072, -0.3195, -0.3727, -0.3206, -0.313, -0.3206, -0.3365, -0.3177, -0.2989, -0.2461, -0.2751, -0.279, -0.3264, -0.3141, -0.3166, -0.3488, -0.3488, -0.3612, -0.3942, -0.3129, -0.3536, -0.3254, -0.3004, -0.288, -0.2373, -0.2609, -0.2536, -0.2717, -0.2518, -0.2355, -0.212, -0.2174, -0.2228, -0.2065, -0.212, -0.1866, -0.2047, -0.1866, -0.1957, -0.1812, -0.2011, -0.2011, -0.1576, -0.1576, -0.0362, -0.0163, -0.0272, 0.0344, 0.0109, 0.029, 0.0725, -0.0199, 0.0181, -0.0018, 0.0, 0.0851, 0.0598, 0.0598, 0.0833, 0.1123, 0.0851, 0.1486, 0.2645, 0.3062, 0.3062, 0.2736, 0.192, 0.0707, 0.1667, 0.096, 0.0833, 0.1685, 0.221, 0.2428, 0.2554, 0.3134, 0.2826, 0.2808, 0.1232, 0.2337, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2066609698569326868", "ticker_idx": 0, "ts": "2026-06-15T19:52:02+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$1,500 incoming.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Author calls MU to $1,500 after new all-time high, citing long-held conviction.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU New All Time High. Up ~12% today.\n\n$62 to $1,096. Don't ever doubt my conviction.\n\n$1,500 incoming. https://t.co/QWwsjoj4Df", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": -0.09777663934196312, "ret_signed_m1d": -0.09777663934196312, "alpha_spy_m1d": -0.0804482379565471, "alpha_c_m1d": -0.05583574205061881, "bench_spy_m1d": -0.017328401385416026, "bench_c_m1d": -0.041940897291344315, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.06179282996369051, "ret_signed_p1d": -0.06179282996369051, "alpha_spy_p1d": -0.05583126711945641, "alpha_c_p1d": -0.013732287915644514, "bench_spy_p1d": -0.005961562844234103, "bench_c_p1d": -0.048060542048045996, "ret_p1w": 0.11341098333253674, "ret_signed_p1w": 0.11341098333253674, "alpha_spy_p1w": 0.1247012938837685, "alpha_c_p1w": 0.07970676701133361, "bench_spy_p1w": -0.011290310551231753, "bench_c_p1w": 0.03370421632120313, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.5758, -0.5918, -0.6115, -0.6285, -0.6366, -0.649, -0.6734, -0.6718, -0.7042, -0.6895, -0.6619, -0.6634, -0.6634, -0.6528, -0.653, -0.6262, -0.6126, -0.6134, -0.6079, -0.572, -0.5807, -0.5797, -0.5817, -0.5878, -0.587, -0.5519, -0.5572, -0.5435, -0.5179, -0.5365, -0.5235, -0.5247, -0.5016, -0.4702, -0.4116, -0.3873, -0.4057, -0.3136, -0.269, -0.2954, -0.2614, -0.2867, -0.3339, -0.3736, -0.3578, -0.3272, -0.2995, -0.3097, -0.3097, -0.1766, -0.1467, -0.1512, -0.1075, -0.0482, -0.022, -0.0077, -0.0846, -0.2059, -0.1275, -0.1398, -0.1802, -0.0847, -0.0978, 0.0, -0.0618, -0.0412, 0.0423, 0.0423, 0.1134, -0.0333, -0.0333, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2069121988766113824", "ticker_idx": 0, "ts": "2026-06-22T18:14:59+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU $DRAM Holy Shit … The partnership underscores that memory chips are now critical, specialized AI hardware. The Cognitive Capacity Layer.", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Strongly bullish MU on Micron-Anthropic multi-year AI memory/storage deal including HBM, DRAM, SSDs, and strategic Anthropic investment.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU $DRAM Holy Shit\n\nMicron and Anthropic Announce Strategic Agreement to Scale Next-Generation AI Infrastructure\n\nMulti-year memory and storage supply agreement covering Micron’s full data center portfolio, including high-bandwidth memory (HBM), DRAM, and SSDs.\n\nCollaboration on AI architecture design to optimize performance, efficiency, cost, and scaling for Anthropic’s Claude models (training and inference).\nMicron is making a strategic investment in Anthropic’s Series H funding round.\n\nAdditional elements include enterprise adoption of Claude at Micron and joint analysis of memory/storage performance across AI workloads.\n\nThe partnership underscores that memory chips are now critical, specialized AI hardware. \n\nThe Cognitive Capacity Layer.", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": -0.06388582801143738, "ret_signed_m1d": -0.06388582801143738, "alpha_spy_m1d": -0.06704274245103714, "alpha_c_m1d": -0.05038630098350405, "bench_spy_m1d": 0.003156914439599756, "bench_c_m1d": -0.013499527027933333, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.13175880789530037, "ret_signed_p1d": -0.13175880789530037, "alpha_spy_p1d": -0.11723685388480876, "alpha_c_p1d": -0.06170455959148946, "bench_spy_p1d": -0.014521954010491611, "bench_c_p1d": -0.0700542483038109, "ret_p1w": null, "ret_signed_p1w": null, "alpha_spy_p1w": null, "alpha_c_p1w": null, "bench_spy_p1w": null, "bench_c_p1w": null, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.6847, -0.7067, -0.7052, -0.7344, -0.7211, -0.6963, -0.6977, -0.6977, -0.6882, -0.6883, -0.6642, -0.652, -0.6528, -0.6479, -0.6156, -0.6234, -0.6226, -0.6243, -0.6298, -0.629, -0.5976, -0.6023, -0.59, -0.567, -0.5837, -0.572, -0.5731, -0.5524, -0.5241, -0.4715, -0.4497, -0.4662, -0.3835, -0.3435, -0.3672, -0.3366, -0.3594, -0.4018, -0.4374, -0.4232, -0.3957, -0.3709, -0.38, -0.38, -0.2604, -0.2336, -0.2376, -0.1984, -0.1452, -0.1216, -0.1088, -0.1778, -0.2868, -0.2164, -0.2274, -0.2637, -0.1779, -0.1897, -0.1019, -0.1574, -0.1388, -0.0639, -0.0639, 0.0, -0.1318, -0.1318, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2058438480741720158", "ticker_idx": 0, "ts": "2026-05-24T06:42:32+00:00", "symbol": "DRAM", "kind": "sector", "geography": null, "sub_sector": "DRAM", "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Long", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Confirms long DRAM position.", "resolved_tickers": ["MU", "000660.KS", "005930.KS"], "resolution_method": "basket", "resolution_reason": "DRAM sub-sector basket: Micron, SK Hynix, Samsung", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@bayou_ky Long", "reply_text": null, "parent_text": "@TradexWhisperer Long DRAM ! 😁", "quoted_text": null, "parent_author": "bayou_ky", "ret_m1d": -0.0791835860780371, "ret_signed_m1d": -0.0791835860780371, "alpha_spy_m1d": -0.0725887256390716, "alpha_c_m1d": -0.03630318169352875, "bench_spy_m1d": -0.006594860438965511, "bench_c_m1d": -0.04288040438450835, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05204881219426727, "ret_signed_p1d": 0.05204881219426727, "alpha_spy_p1d": 0.05222205435901328, "alpha_c_p1d": 0.06307617208881655, "bench_spy_p1d": -0.0001732421647460125, "bench_c_p1d": -0.011027359894549282, "ret_p1w": 0.1812486933581552, "ret_signed_p1w": 0.1812486933581552, "alpha_spy_p1w": 0.16928479327510493, "alpha_c_p1w": 0.13131012991328062, "bench_spy_p1w": 0.01196390008305026, "bench_c_p1w": 0.04993856344487457, "ret_p1m": 0.1901079664259576, "ret_signed_p1m": 0.1901079664259576, "alpha_spy_p1m": 0.21025232076545372, "alpha_c_p1m": 0.15704261175731657, "bench_spy_p1m": -0.02014435433949613, "bench_c_p1m": 0.03306535466864102, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.1901079664259576, "alpha_spy_stated": 0.21025232076545372, "alpha_c_stated": 0.15704261175731657, "price_path": [-0.4244, -0.4334, -0.4333, -0.4892, -0.5215, -0.4863, -0.5028, -0.5264, -0.4887, -0.4778, -0.4891, -0.4895, -0.4675, -0.455, -0.4248, -0.4472, -0.4573, -0.4908, -0.4817, -0.486, -0.5159, -0.5152, -0.5419, -0.5568, -0.506, -0.53, -0.5139, -0.5002, -0.4917, -0.4462, -0.4536, -0.447, -0.4483, -0.4174, -0.4105, -0.3998, -0.4066, -0.4046, -0.3898, -0.3775, -0.3715, -0.372, -0.3447, -0.3537, -0.3451, -0.3529, -0.3435, -0.2913, -0.2675, -0.1954, -0.188, -0.1489, -0.0804, -0.1057, -0.0634, -0.0613, -0.1333, -0.1343, -0.1494, -0.1365, -0.0674, -0.0792, -0.0792, 0.0, 0.052, 0.0494, 0.0937, 0.1583, 0.1812, 0.187, 0.1358, 0.0246, -0.0069, 0.0671, 0.0018, 0.0452, 0.0741, 0.1522, 0.1492, 0.184, 0.2623, 0.2656, 0.3191, 0.152, 0.1901, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2057243785143459888", "ticker_idx": 0, "ts": "2026-05-20T23:35:14+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Nothing short of bullish 🔥", "tweet_type": "analysis", "timeline": "quarters", "summary": "Bullish MU on record FCF trajectory, persistent HBM/DRAM/NAND tightness beyond 2026, AI memory bottleneck, and accelerating HBM4 ramp.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "Key quotes and highlights from today's JP Morgan Conference $MU $DRAM $SNDK\n\n\"Our financial outlook has strengthened since our last earnings call. We're on track for another substantial record free cash flow in fiscal Q3. Our balance sheet has never been stronger, and that's underscored by multiple credit rating agencies actually from all 3 -- upgrades from all 3 credit rating agencies this year.\"\n\n\"Demand continues to outpace our ability and the industry's ability to supply due to persistent structural factors.\" Tightness in HBM, DRAM, and NAND is expected to persist \"well beyond 2026.\" Structural issues include slower node transitions, larger HBM die sizes, and longer fab build times. \n\nThe AI boom is \"still just getting started,\" with memory as \"one of the biggest bottlenecks in the whole system.\" There's a shift to agentic/machine-to-machine workloads that are more memory-intensive, and memory is now a \"strategic asset\" for customers (higher performance/reliability directly improves model accuracy). \n\nOn technology ramps: Micron is on track for 1-gamma DRAM and Gen9 NAND, with both expected to become the majority of bit output by mid-year. Yields are ramping faster than prior nodes thanks to AI-driven manufacturing optimization. \n\nOn HBM progress: HBM4 production ramp is \"running at twice the speed\" of last year’s HBM3E ramp, with improving yields. It uses Micron’s 1-beta DRAM and in-house base die. Work on HBM4E has begun, with the first JEDEC-standard part ramping in 2027\n\nNothing short of bullish 🔥", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.0395092327990334, "ret_signed_m1d": -0.0395092327990334, "alpha_spy_m1d": -0.03753006995146779, "alpha_c_m1d": -0.0338389649421017, "bench_spy_m1d": -0.0019791628475656076, "bench_c_m1d": -0.005670267856931699, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.01456498614555568, "ret_signed_p1d": -0.01456498614555568, "alpha_spy_p1d": -0.01849653522235961, "alpha_c_p1d": -0.029427285167948458, "bench_spy_p1d": 0.003931549076803931, "bench_c_p1d": 0.014862299022392778, "ret_p1w": 0.21180953827115045, "ret_signed_p1w": 0.21180953827115045, "alpha_spy_p1w": 0.19581425754714354, "alpha_c_p1w": 0.1555476309451047, "bench_spy_p1w": 0.01599528072400691, "bench_c_p1w": 0.056261907326045746, "ret_p1m": 0.4879806148301098, "ret_signed_p1m": 0.4879806148301098, "alpha_spy_p1m": 0.4799778663132255, "alpha_c_p1m": 0.3259745586052827, "bench_spy_p1m": 0.008002748516884317, "bench_c_p1m": 0.1620060562248271, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.4479, -0.4517, -0.4373, -0.4549, -0.4591, -0.4587, -0.502, -0.4743, -0.4792, -0.5143, -0.4894, -0.4713, -0.4508, -0.4683, -0.4411, -0.4205, -0.3944, -0.3944, -0.4173, -0.4453, -0.4696, -0.4812, -0.4988, -0.5338, -0.5315, -0.5777, -0.5567, -0.5173, -0.5194, -0.5194, -0.5043, -0.5046, -0.4663, -0.4469, -0.4481, -0.4403, -0.389, -0.4014, -0.4, -0.4029, -0.4116, -0.4103, -0.3603, -0.3679, -0.3482, -0.3117, -0.3383, -0.3197, -0.3214, -0.2885, -0.2436, -0.16, -0.1253, -0.1515, -0.0201, 0.0436, 0.0059, 0.0545, 0.0183, -0.0491, -0.1057, -0.0831, -0.0395, 0.0, -0.0146, -0.0146, 0.1755, 0.2182, 0.2118, 0.2741, 0.3587, 0.3963, 0.4166, 0.3069, 0.1337, 0.2456, 0.228, 0.1703, 0.3067, 0.288, 0.4276, 0.3394, 0.3688, 0.488, 0.488, 0.5895, 0.3801, 0.3801, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2069157575896052005", "ticker_idx": 0, "ts": "2026-06-22T20:36:23+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU $62 + 1167\n\nThis is what conviction looks like.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Held long MU position up significantly from $62 entry; endorses MU as bargain on HBM growth and DRAM/NAND price surge.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU $62 + 1167\n\nThis is what conviction looks like. https://t.co/jvqthbSWDd", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": 0.15175369366650804, "ret_signed_m1d": 0.15175369366650804, "alpha_spy_m1d": 0.13701774488551788, "alpha_c_m1d": 0.07642215075012349, "bench_spy_m1d": 0.01473594878099016, "bench_c_m1d": 0.07533154291638455, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0, "ret_signed_p1d": 0.0, "alpha_spy_p1d": 0.0, "alpha_c_p1d": 0.0, "bench_spy_p1d": 0.0, "bench_c_p1d": 0.0, "ret_p1w": null, "ret_signed_p1w": null, "alpha_spy_p1w": null, "alpha_c_p1w": null, "bench_spy_p1w": null, "bench_c_p1w": null, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.6622, -0.6605, -0.694, -0.6788, -0.6503, -0.6518, -0.6518, -0.6408, -0.641, -0.6133, -0.5992, -0.6001, -0.5944, -0.5573, -0.5662, -0.5653, -0.5673, -0.5737, -0.5727, -0.5365, -0.542, -0.5277, -0.5013, -0.5205, -0.5071, -0.5083, -0.4845, -0.4519, -0.3913, -0.3662, -0.3852, -0.2899, -0.2438, -0.2712, -0.2359, -0.2622, -0.311, -0.352, -0.3357, -0.304, -0.2754, -0.286, -0.286, -0.1482, -0.1173, -0.1219, -0.0768, -0.0155, 0.0117, 0.0264, -0.053, -0.1785, -0.0974, -0.1102, -0.152, -0.0531, -0.0667, 0.0344, -0.0295, -0.0082, 0.0782, 0.0782, 0.1518, 0.0, 0.0, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "thread:2066930341886234654", "ticker_idx": 0, "ts": "2026-06-16T17:06:09+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU is 51% lower in market cap than $SPCX", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish MU on valuation gap: generates more profit in one quarter than SpaceX's annual revenue yet trades at 51% lower market cap.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "self_thread", "lang": "en", "tweet_text": "$MU generates more PROFIT in ONE QUARTER than $SPCX generates in revenue ALL YEAR.\n\n$MU is 51% lower in market cap than $SPCX\n\nRead that twice. https://t.co/QOULWHpHnt\n\n---\n\nJust to be clear. I want both companies to be successful. Micron more than SpaceX of course. SpaceX is changing the world. HBM is changing the world.\n\nThere is an Elon premium and I respect that. But Sanjay Mehrotra deserves some recognition. He founded SanDisk. He took over Micron and kept it alive competing against Samsung and SK Hynix with their government backing and vertically integrated conglomerates. He is the reason the United States still has a memory industry.\n\nBoth are building the future.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.06586267078016372, "ret_signed_m1d": 0.06586267078016372, "alpha_spy_m1d": 0.059865354558376715, "alpha_c_m1d": 0.015375697426369017, "bench_spy_m1d": 0.005997316221787008, "bench_c_m1d": 0.050486973353794706, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.021973756246363108, "ret_signed_p1d": 0.021973756246363108, "alpha_spy_p1d": 0.03446162713141454, "alpha_c_p1d": 0.009035492117913435, "bench_spy_p1d": -0.012487870885051433, "bench_c_p1d": 0.012938264128449672, "ret_p1w": 0.030379334485042264, "ret_signed_p1w": 0.030379334485042264, "alpha_spy_p1w": 0.050184146463168156, "alpha_c_p1w": 0.02055792573022286, "bench_spy_p1w": -0.01980481197812589, "bench_c_p1w": 0.009821408754819405, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.5649, -0.5859, -0.604, -0.6127, -0.6258, -0.6519, -0.6502, -0.6847, -0.669, -0.6396, -0.6412, -0.6412, -0.6299, -0.6301, -0.6015, -0.5871, -0.588, -0.5821, -0.5438, -0.553, -0.5521, -0.5542, -0.5607, -0.5598, -0.5224, -0.5281, -0.5134, -0.4861, -0.506, -0.4921, -0.4934, -0.4688, -0.4353, -0.3728, -0.347, -0.3665, -0.2684, -0.2208, -0.249, -0.2127, -0.2398, -0.2901, -0.3323, -0.3155, -0.2829, -0.2534, -0.2643, -0.2643, -0.1223, -0.0905, -0.0953, -0.0487, 0.0144, 0.0425, 0.0576, -0.0243, -0.1536, -0.07, -0.0831, -0.1263, -0.0244, -0.0384, 0.0659, 0.0, 0.022, 0.1109, 0.1109, 0.1867, 0.0304, 0.0304, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2058271397588447341", "ticker_idx": 0, "ts": "2026-05-23T19:38:36+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "From 80GB to 576GB in five years. 7.2x more memory. And Rubin Ultra is not the destination. It is the next stop.", "tweet_type": "analysis", "timeline": "years", "summary": "Bullish MU and HBM/DRAM on exponentially growing HBM per GPU from 80GB to 576GB+ with no end in sight.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU $DRAM HBM per GPU:\n\nH100: 80GB\nH200: 141GB\nB200: 192GB\nRubin: 288GB\nRubin Ultra: 576GB\n\nFrom 80GB to 576GB in five years. 7.2x more memory.\n\nAnd Rubin Ultra is not the destination. It is the next stop. https://t.co/huLeXGWH9Y", "reply_text": null, "parent_text": null, "quoted_text": "$MU $DRAM \n\nBlackwell needs more HBM than Hopper.\n\nVera Rubin needs more than Blackwell.\n\nRubin Ultra needs exponentially more than Vera Rubin\n\nAI inference runs on HBM. And demand is only going one direction. https://t.co/BqVx49fyhX", "parent_author": null, "ret_m1d": -0.16171809181271302, "ret_signed_m1d": -0.16171809181271302, "alpha_spy_m1d": -0.1551232313737475, "alpha_c_m1d": -0.11883768742820466, "bench_spy_m1d": -0.006594860438965511, "bench_c_m1d": -0.04288040438450835, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03631063098229759, "ret_signed_p1d": 0.03631063098229759, "alpha_spy_p1d": 0.0364838731470436, "alpha_c_p1d": 0.04733799087684687, "bench_spy_p1d": -0.0001732421647460125, "bench_c_p1d": -0.011027359894549282, "ret_p1w": 0.1877706498485021, "ret_signed_p1w": 0.1877706498485021, "alpha_spy_p1w": 0.17580674976545185, "alpha_c_p1w": 0.13783208640362754, "bench_spy_p1w": 0.01196390008305026, "bench_c_p1w": 0.04993856344487457, "ret_p1m": 0.17400769500244517, "ret_signed_p1m": 0.17400769500244517, "alpha_spy_p1m": 0.1941520493419413, "alpha_c_p1m": 0.14094234033380415, "bench_spy_p1m": -0.02014435433949613, "bench_c_p1m": 0.03306535466864102, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.5363, -0.5399, -0.5396, -0.5764, -0.5528, -0.557, -0.5868, -0.5656, -0.5502, -0.5328, -0.5477, -0.5245, -0.5071, -0.4849, -0.4848, -0.5043, -0.5281, -0.5488, -0.5587, -0.5737, -0.6034, -0.6014, -0.6408, -0.6229, -0.5894, -0.5912, -0.5912, -0.5783, -0.5785, -0.546, -0.5295, -0.5305, -0.5239, -0.4802, -0.4907, -0.4896, -0.492, -0.4995, -0.4984, -0.4559, -0.4623, -0.4456, -0.4145, -0.4371, -0.4213, -0.4227, -0.3948, -0.3566, -0.2854, -0.2559, -0.2782, -0.1664, -0.1122, -0.1443, -0.103, -0.1338, -0.1911, -0.2393, -0.2201, -0.1829, -0.1493, -0.1617, -0.1617, 0.0, 0.0363, 0.0309, 0.0839, 0.1558, 0.1878, 0.205, 0.1118, -0.0356, 0.0596, 0.0447, -0.0045, 0.1116, 0.0957, 0.2144, 0.1394, 0.1644, 0.2658, 0.2658, 0.3522, 0.174, 0.174, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2058271397588447341", "ticker_idx": 1, "ts": "2026-05-23T19:38:36+00:00", "symbol": "DRAM", "kind": "sector", "geography": null, "sub_sector": "HBM", "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "AI inference runs on HBM. And demand is only going one direction.", "tweet_type": "analysis", "timeline": "years", "summary": "Bullish MU and HBM/DRAM on exponentially growing HBM per GPU from 80GB to 576GB+ with no end in sight.", "resolved_tickers": ["MU", "000660.KS", "005930.KS"], "resolution_method": "basket", "resolution_reason": "HBM sub-sector of DRAM: Micron, SK Hynix, Samsung", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU $DRAM HBM per GPU:\n\nH100: 80GB\nH200: 141GB\nB200: 192GB\nRubin: 288GB\nRubin Ultra: 576GB\n\nFrom 80GB to 576GB in five years. 7.2x more memory.\n\nAnd Rubin Ultra is not the destination. It is the next stop. https://t.co/huLeXGWH9Y", "reply_text": null, "parent_text": null, "quoted_text": "$MU $DRAM \n\nBlackwell needs more HBM than Hopper.\n\nVera Rubin needs more than Blackwell.\n\nRubin Ultra needs exponentially more than Vera Rubin\n\nAI inference runs on HBM. And demand is only going one direction. https://t.co/BqVx49fyhX", "parent_author": null, "ret_m1d": -0.0791835860780371, "ret_signed_m1d": -0.0791835860780371, "alpha_spy_m1d": -0.0725887256390716, "alpha_c_m1d": -0.03630318169352875, "bench_spy_m1d": -0.006594860438965511, "bench_c_m1d": -0.04288040438450835, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05204881219426727, "ret_signed_p1d": 0.05204881219426727, "alpha_spy_p1d": 0.05222205435901328, "alpha_c_p1d": 0.06307617208881655, "bench_spy_p1d": -0.0001732421647460125, "bench_c_p1d": -0.011027359894549282, "ret_p1w": 0.1812486933581552, "ret_signed_p1w": 0.1812486933581552, "alpha_spy_p1w": 0.16928479327510493, "alpha_c_p1w": 0.13131012991328062, "bench_spy_p1w": 0.01196390008305026, "bench_c_p1w": 0.04993856344487457, "ret_p1m": 0.1901079664259576, "ret_signed_p1m": 0.1901079664259576, "alpha_spy_p1m": 0.21025232076545372, "alpha_c_p1m": 0.15704261175731657, "bench_spy_p1m": -0.02014435433949613, "bench_c_p1m": 0.03306535466864102, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.4244, -0.4334, -0.4333, -0.4892, -0.5215, -0.4863, -0.5028, -0.5264, -0.4887, -0.4778, -0.4891, -0.4895, -0.4675, -0.455, -0.4248, -0.4472, -0.4573, -0.4908, -0.4817, -0.486, -0.5159, -0.5152, -0.5419, -0.5568, -0.506, -0.53, -0.5139, -0.5002, -0.4917, -0.4462, -0.4536, -0.447, -0.4483, -0.4174, -0.4105, -0.3998, -0.4066, -0.4046, -0.3898, -0.3775, -0.3715, -0.372, -0.3447, -0.3537, -0.3451, -0.3529, -0.3435, -0.2913, -0.2675, -0.1954, -0.188, -0.1489, -0.0804, -0.1057, -0.0634, -0.0613, -0.1333, -0.1343, -0.1494, -0.1365, -0.0674, -0.0792, -0.0792, 0.0, 0.052, 0.0494, 0.0937, 0.1583, 0.1812, 0.187, 0.1358, 0.0246, -0.0069, 0.0671, 0.0018, 0.0452, 0.0741, 0.1522, 0.1492, 0.184, 0.2623, 0.2656, 0.3191, 0.152, 0.1901, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2056347821020963214", "ticker_idx": 0, "ts": "2026-05-18T12:15:00+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Micron is projected to be more profitable than Amazon... The market is still pricing memory like it is 2019. That gap between perception and reality is not a risk. It is the opportunity.", "tweet_type": "analysis", "timeline": "years", "summary": "Strongly bullish MU, Samsung, SK Hynix, SNDK: memory re-rated from cyclical storage to AI cognitive substrate; market still pricing 2019 valuations vs 2027 profitability projections.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU $DRAM By 2027:\n\nMicron is projected to be more profitable than Amazon\nSamsung more profitable than NVIDIA\nSK Hynix more profitable than Microsoft\n\nThis is not a cyclical upturn. The purpose of memory itself has fundamentally changed, and the market has not caught up yet.\n\nThink about what happened to NVIDIA. It was a gaming GPU company. Then data centers rewrote its entire identity, turning GPUs into AI Accelerators and its re-valuation followed.\n\nHBM, DRAM, and NAND are no longer storage. They are AI cognitive capacity. More memory means more context. More context means deeper reasoning and greater intelligence. Memory has crossed from passive infrastructure into active substrate for machine intelligence.\n\nThe entire relationship between memory and compute has been rewired at a foundational level. The market is still pricing memory like it is 2019. That gap between perception and reality is not a risk. It is the opportunity. $SNDK", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": 0.0632684750819672, "ret_signed_m1d": 0.0632684750819672, "alpha_spy_m1d": 0.06256447049044556, "alpha_c_m1d": 0.0446291492223192, "bench_spy_m1d": 0.0007040045915216453, "bench_c_m1d": 0.018639325859648004, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.025236982072299075, "ret_signed_p1d": 0.025236982072299075, "alpha_spy_p1d": 0.03189777015979245, "alpha_c_p1d": 0.0292650164945375, "bench_spy_p1d": -0.0066607880874933745, "bench_c_p1d": -0.0040280344222384246, "ret_p1w": 0.10191628402152153, "ret_signed_p1w": 0.10191628402152153, "alpha_spy_p1w": 0.09245306391214148, "alpha_c_p1w": 0.04669430573182698, "bench_spy_p1w": 0.009463220109380055, "bench_c_p1w": 0.05522197828969455, "ret_p1m": 0.49772580138310185, "ret_signed_p1m": 0.49772580138310185, "alpha_spy_p1m": 0.4819131192929522, "alpha_c_p1m": 0.3698511304266001, "bench_spy_p1m": 0.015812682090149632, "bench_c_p1m": 0.12787467095650173, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.3826, -0.3879, -0.372, -0.3826, -0.3869, -0.3708, -0.3905, -0.3952, -0.3948, -0.4431, -0.4122, -0.4177, -0.4569, -0.429, -0.4088, -0.3859, -0.4055, -0.375, -0.352, -0.3229, -0.3228, -0.3484, -0.3798, -0.407, -0.4199, -0.4396, -0.4787, -0.4761, -0.5278, -0.5043, -0.4603, -0.4626, -0.4626, -0.4457, -0.446, -0.4032, -0.3815, -0.3829, -0.3741, -0.3168, -0.3306, -0.3291, -0.3323, -0.342, -0.3406, -0.2847, -0.2932, -0.2712, -0.2303, -0.2601, -0.2393, -0.2412, -0.2044, -0.1542, -0.0607, -0.0219, -0.0512, 0.0958, 0.167, 0.1248, 0.1791, 0.1386, 0.0633, 0.0, 0.0252, 0.074, 0.1182, 0.1019, 0.1019, 0.3145, 0.3622, 0.355, 0.4247, 0.5194, 0.5613, 0.584, 0.4614, 0.2677, 0.3928, 0.3732, 0.3086, 0.4612, 0.4403, 0.5964, 0.4977, 0.5306, 0.6639, 0.6639, 0.7774, 0.5432, 0.5432, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2056347821020963214", "ticker_idx": 1, "ts": "2026-05-18T12:15:00+00:00", "symbol": "Samsung", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Samsung more profitable than NVIDIA", "tweet_type": "analysis", "timeline": "years", "summary": "Strongly bullish MU, Samsung, SK Hynix, SNDK: memory re-rated from cyclical storage to AI cognitive substrate; market still pricing 2019 valuations vs 2027 profitability projections.", "resolved_tickers": ["005930.KS"], "resolution_method": "exchange_ticker", "resolution_reason": "Samsung in memory context = Samsung Electronics 005930.KS", "bench_c": "XLK", "bench_c_reason": "industry='Consumer Electronics'", "bench_c_industry": "Consumer Electronics", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU $DRAM By 2027:\n\nMicron is projected to be more profitable than Amazon\nSamsung more profitable than NVIDIA\nSK Hynix more profitable than Microsoft\n\nThis is not a cyclical upturn. The purpose of memory itself has fundamentally changed, and the market has not caught up yet.\n\nThink about what happened to NVIDIA. It was a gaming GPU company. Then data centers rewrote its entire identity, turning GPUs into AI Accelerators and its re-valuation followed.\n\nHBM, DRAM, and NAND are no longer storage. They are AI cognitive capacity. More memory means more context. More context means deeper reasoning and greater intelligence. Memory has crossed from passive infrastructure into active substrate for machine intelligence.\n\nThe entire relationship between memory and compute has been rewired at a foundational level. The market is still pricing memory like it is 2019. That gap between perception and reality is not a risk. It is the opportunity. $SNDK", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. 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{"unit_id": "quote:2056347821020963214", "ticker_idx": 2, "ts": "2026-05-18T12:15:00+00:00", "symbol": "000660.KS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "SK Hynix more profitable than Microsoft", "tweet_type": "analysis", "timeline": "years", "summary": "Strongly bullish MU, Samsung, SK Hynix, SNDK: memory re-rated from cyclical storage to AI cognitive substrate; market still pricing 2019 valuations vs 2027 profitability projections.", "resolved_tickers": ["000660.KS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU $DRAM By 2027:\n\nMicron is projected to be more profitable than Amazon\nSamsung more profitable than NVIDIA\nSK Hynix more profitable than Microsoft\n\nThis is not a cyclical upturn. The purpose of memory itself has fundamentally changed, and the market has not caught up yet.\n\nThink about what happened to NVIDIA. It was a gaming GPU company. Then data centers rewrote its entire identity, turning GPUs into AI Accelerators and its re-valuation followed.\n\nHBM, DRAM, and NAND are no longer storage. They are AI cognitive capacity. More memory means more context. More context means deeper reasoning and greater intelligence. Memory has crossed from passive infrastructure into active substrate for machine intelligence.\n\nThe entire relationship between memory and compute has been rewired at a foundational level. The market is still pricing memory like it is 2019. That gap between perception and reality is not a risk. It is the opportunity. $SNDK", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": 0.05444126546659023, "ret_signed_m1d": 0.05444126546659023, "alpha_spy_m1d": 0.05373726087506858, "alpha_c_m1d": 0.035801939606942224, "bench_spy_m1d": 0.0007040045915216453, "bench_c_m1d": 0.018639325859648004, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0, "ret_signed_p1d": 0.0, "alpha_spy_p1d": 0.0066607880874933745, "alpha_c_p1d": 0.0040280344222384246, "bench_spy_p1d": -0.0066607880874933745, "bench_c_p1d": -0.0040280344222384246, "ret_p1w": 0.1759312051169586, "ret_signed_p1w": 0.1759312051169586, "alpha_spy_p1w": 0.16646798500757853, "alpha_c_p1w": 0.12070922682726404, "bench_spy_p1w": 0.009463220109380055, "bench_c_p1w": 0.05522197828969455, "ret_p1m": 0.44494072289736697, "ret_signed_p1m": 0.44494072289736697, "alpha_spy_p1m": 0.42912804080721734, "alpha_c_p1m": 0.31706605194086523, "bench_spy_p1m": 0.015812682090149632, "bench_c_p1m": 0.12787467095650173, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.4886, -0.4572, -0.456, -0.4251, -0.4177, -0.3702, -0.392, -0.392, -0.4619, -0.5135, -0.4607, -0.4705, -0.5209, -0.4625, -0.4527, -0.467, -0.4785, -0.4418, -0.4441, -0.3948, -0.4195, -0.4229, -0.4653, -0.435, -0.4298, -0.4653, -0.4653, -0.4997, -0.5375, -0.486, -0.5244, -0.498, -0.4923, -0.4751, -0.408, -0.4281, -0.4115, -0.404, -0.3679, -0.349, -0.3381, -0.3536, -0.3318, -0.2986, -0.2991, -0.298, -0.2997, -0.2596, -0.255, -0.259, -0.263, -0.263, -0.1708, -0.1708, -0.0825, -0.0521, -0.0338, 0.0774, 0.0516, 0.1324, 0.1289, 0.0424, 0.0544, 0.0, 0.0, 0.1117, 0.1123, 0.1123, 0.1759, 0.2854, 0.312, 0.3372, 0.3544, 0.3527, 0.3527, 0.3171, 0.1864, 0.0953, 0.2696, 0.1738, 0.2042, 0.2323, 0.3114, 0.3653, 0.4449, 0.5389, 0.5842, 0.6731, 0.4644, 0.4788, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2056347821020963214", "ticker_idx": 3, "ts": "2026-05-18T12:15:00+00:00", "symbol": "SNDK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$SNDK", "tweet_type": "analysis", "timeline": "years", "summary": "Strongly bullish MU, Samsung, SK Hynix, SNDK: memory re-rated from cyclical storage to AI cognitive substrate; market still pricing 2019 valuations vs 2027 profitability projections.", "resolved_tickers": ["SNDK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU $DRAM By 2027:\n\nMicron is projected to be more profitable than Amazon\nSamsung more profitable than NVIDIA\nSK Hynix more profitable than Microsoft\n\nThis is not a cyclical upturn. The purpose of memory itself has fundamentally changed, and the market has not caught up yet.\n\nThink about what happened to NVIDIA. It was a gaming GPU company. Then data centers rewrote its entire identity, turning GPUs into AI Accelerators and its re-valuation followed.\n\nHBM, DRAM, and NAND are no longer storage. They are AI cognitive capacity. More memory means more context. More context means deeper reasoning and greater intelligence. Memory has crossed from passive infrastructure into active substrate for machine intelligence.\n\nThe entire relationship between memory and compute has been rewired at a foundational level. The market is still pricing memory like it is 2019. That gap between perception and reality is not a risk. It is the opportunity. $SNDK", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": 0.055963552441030684, "ret_signed_m1d": 0.055963552441030684, "alpha_spy_m1d": 0.05525954784950904, "alpha_c_m1d": 0.0450665667626331, "bench_spy_m1d": 0.0007040045915216453, "bench_c_m1d": 0.010896985678397586, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.037719168594777086, "ret_signed_p1d": 0.037719168594777086, "alpha_spy_p1d": 0.04437995668227046, "alpha_c_p1d": 0.044142668723750056, "bench_spy_p1d": -0.0066607880874933745, "bench_c_p1d": -0.00642350012897297, "ret_p1w": 0.10928644989413017, "ret_signed_p1w": 0.10928644989413017, "alpha_spy_p1w": 0.09982322978475011, "alpha_c_p1w": 0.07470286772716062, "bench_spy_p1w": 0.009463220109380055, "bench_c_p1w": 0.03458358216696955, "ret_p1m": 0.4940248266990037, "ret_signed_p1m": 0.4940248266990037, "alpha_spy_p1m": 0.4782121446088541, "alpha_c_p1m": 0.4247428834695217, "bench_spy_p1m": 0.015812682090149632, "bench_c_p1m": 0.069281943229482, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.5496, -0.5341, -0.5124, -0.5, -0.521, -0.5256, -0.511, -0.5234, -0.5356, -0.5758, -0.5506, -0.5757, -0.6044, -0.5583, -0.5357, -0.5083, -0.5358, -0.5037, -0.4721, -0.4597, -0.4346, -0.4208, -0.4676, -0.473, -0.473, -0.4915, -0.5475, -0.538, -0.5705, -0.5234, -0.4803, -0.4737, -0.4737, -0.4564, -0.4668, -0.4142, -0.3612, -0.361, -0.2855, -0.2915, -0.331, -0.3102, -0.3091, -0.3151, -0.3222, -0.2655, -0.3005, -0.2574, -0.1972, -0.2481, -0.2016, -0.1774, -0.1095, -0.0579, 0.055, 0.0577, 0.0052, 0.172, 0.161, 0.0893, 0.0857, 0.0373, 0.056, 0.0, 0.0377, 0.0447, 0.157, 0.1093, 0.1093, 0.1925, 0.1927, 0.2315, 0.2715, 0.3214, 0.2876, 0.374, 0.3201, 0.1698, 0.2318, 0.2352, 0.2327, 0.4115, 0.4854, 0.5813, 0.494, 0.4695, 0.639, 0.639, 0.7057, 0.4731, 0.4731, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2057849504498635131", "ticker_idx": 0, "ts": "2026-05-22T15:42:09+00:00", "symbol": "DRAM", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Long DRAM, I mean Long AI Inference and G1-G4 Cache/Context", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long DRAM ETF as the all-tiers AI inference play; constituent longs include MU, SNDK, STX, WDC across HBM/DRAM/NAND/HDD.", "resolved_tickers": ["DRAM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "$DRAM The ticker is misleading. Not because the holdings are wrong. Because the framework most investors are using to evaluate it is wrong.\n\nAt its core it covers memory and storage. But even those two words do not do justice to what is actually being captured here. They miss the intelligence entirely.\n\nThe right framework for the AI Inference era is Cognitive Capacity. How much can an AI think, reason, retrieve, and remember at any given moment. Not as a hardware specification. As an intelligence ceiling.\nThat ceiling is built on four tiers. G1 cache through G4 cache. And this single ticker covers all of them.\n\nHere is what each tier does and who owns it.\n\nG1 Tier HBM: The active thinking desk.\nEvery word you typed. Every word the AI is forming right now. All of it lives here in real time through something called KV Cache. KV Cache is the AI's active attention. It holds every piece of the conversation the model is tracking simultaneously. Bigger desk means more ideas stay in front of the AI while it thinks. The moment the desk fills up ideas fall off and the AI starts forgetting what you said earlier. Shorter answers. Shallower reasoning. Lost context.\n\nSK Hynix. 60% global HBM market share.\n\n$MU Micron. The US pure play.\n\nSamsung. HBM3E yield challenges but catching Up. Potentially HBM4 leader.\n\nG2 Tier DRAM: The overflow desk.\nWhen the main desk fills up work spills here. Model weights live here during active inference. Still faster than anything below it. But the AI has to reach further. Every millisecond of extra reach is throughput the GPU never gets back. The latency gap between G1 and G2 is real and costly at scale.\n\n$MU Micron. DRAM is the core business. SOCAMM2 leader. Potentially 3D DRAM too.\n\nSamsung. Largest DRAM producer by volume globally.\n\nSK Hynix. Strong DRAM portfolio alongside HBM leadership.\n\nNanya. Commodity DRAM. No HBM roadmap. Serves cost sensitive markets.\n\nG3 Tier NAND: The reference library down the hall.\nThis is where RAG lives. RAG stands for Retrieval Augmented Generation. When the AI needs to answer something beyond its active context it reaches into an external knowledge base and pulls relevant information back into the response in real time. Think of it as the AI pausing mid thought to look something up in a filing cabinet and continuing the answer with that new information folded in. Every enterprise AI chatbot answering questions about internal documents runs on RAG. The speed and density of NAND determines how fast and how rich that retrieval is. Slower NAND means the AI waits. Waiting means higher cost per token.\n\n$SNDK SanDisk. Pure NAND play. Enterprise SSD leader.\n\nKioxia. Joint venture partner with SanDisk on NAND wafer supply.\n\n$MU Micron. Samsung. SK Hynix\n\nG4 Tier HDD: The warehouse across town.\nCold storage including cold RAG. The AI does not touch this during a live conversation. But every model ever trained was built from what lives here. Raw training data at petabyte scale. The entire internet. Common Crawl. Books. Code repositories. Video and image datasets for multimodal models. Pre processed training shards waiting for the next training run. Model version archives. Compliance logs. Backup snapshots of the entire AI infrastructure stack.\n\nKV Cache has never lived here. Not once. The physics do not allow it. Spinning magnetic disk runs on microseconds. Active inference needs nanoseconds. HDD was never a candidate.\n\nBut hyperscalers are buying petabytes of HDD capacity to store the raw material AI was built from and will keep being built from. That is a real and growing thesis.\n\n$STX Seagate. Pure HDD. Scaling HAMR technology for high capacity AI data lake storage.\n\n$WDC Western Digital. Pure HDD now. HAMR drives targeting 36TB and 44TB configurations for hyperscale AI storage.\n\nAI Inference needs all four tiers firing simultaneously every single time an AI responds to you. Agentic AI raises the stakes even higher. An AI agent does not answer one question and stop. It plans across multiple steps. It holds context across long running tasks. It retrieves external knowledge mid execution. It writes results back. Every step of that loop stresses a different tier of the memory hierarchy. Run out of G1 and the agent loses the thread mid task. Wait on slow G3 retrieval and the agent burns cost per token sitting idle.\n\nThat is what makes $DRAM one of the most fitting ETFs ever constructed for the AI Inference and Agentic AI era. $DRAM covers the entire stack.\n\nLong DRAM, I mean Long AI Inference and G1-G4 Cache/Context.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.02877698725001343, "ret_signed_m1d": 0.02877698725001343, "alpha_spy_m1d": 0.03269313978094979, "alpha_c_m1d": 0.03269313978094979, "bench_spy_m1d": -0.0039161525309363565, "bench_c_m1d": -0.0039161525309363565, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0, "ret_signed_p1d": 0.0, "alpha_spy_p1d": 0.0, "alpha_c_p1d": 0.0, "bench_spy_p1d": 0.0, "bench_c_p1d": 0.0, "ret_p1w": 0.19651649239089952, "ret_signed_p1w": 0.19651649239089952, "alpha_spy_p1w": 0.1819786614169634, "alpha_c_p1w": 0.1819786614169634, "bench_spy_p1w": 0.014537830973936128, "bench_c_p1w": 0.014537830973936128, "ret_p1m": 0.5282090436780673, "ret_signed_p1m": 0.5282090436780673, "alpha_spy_p1m": 0.5273135291782334, "alpha_c_p1m": 0.5273135291782334, "bench_spy_p1m": 0.0008955144998339382, "bench_c_p1m": 0.0008955144998339382, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.5282090436780673, "alpha_spy_stated": 0.5273135291782334, "alpha_c_stated": 0.5273135291782334, "price_path": [null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, -0.4744, -0.4744, -0.4479, -0.4426, -0.3853, -0.387, -0.386, -0.3648, -0.3266, -0.3474, -0.3366, -0.3262, -0.336, -0.3387, -0.2938, -0.3116, -0.2957, -0.2698, -0.2933, -0.2762, -0.2554, -0.2349, -0.1959, -0.1236, -0.0784, -0.1187, -0.0004, 0.0428, -0.0288, 0.0326, 0.0184, -0.0326, -0.0663, -0.0577, -0.0248, 0.0288, 0.0, 0.0, 0.1456, 0.1498, 0.1846, 0.1965, 0.2874, 0.3171, 0.3198, 0.2438, 0.0562, 0.1458, 0.1333, 0.0861, 0.2329, 0.2308, 0.3455, 0.2897, 0.3243, 0.4523, 0.4523, 0.5282, 0.3105, 0.3105, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2057849504498635131", "ticker_idx": 1, "ts": "2026-05-22T15:42:09+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU Micron. The US pure play.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long DRAM ETF as the all-tiers AI inference play; constituent longs include MU, SNDK, STX, WDC across HBM/DRAM/NAND/HDD.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "$DRAM The ticker is misleading. Not because the holdings are wrong. Because the framework most investors are using to evaluate it is wrong.\n\nAt its core it covers memory and storage. But even those two words do not do justice to what is actually being captured here. They miss the intelligence entirely.\n\nThe right framework for the AI Inference era is Cognitive Capacity. How much can an AI think, reason, retrieve, and remember at any given moment. Not as a hardware specification. As an intelligence ceiling.\nThat ceiling is built on four tiers. G1 cache through G4 cache. And this single ticker covers all of them.\n\nHere is what each tier does and who owns it.\n\nG1 Tier HBM: The active thinking desk.\nEvery word you typed. Every word the AI is forming right now. All of it lives here in real time through something called KV Cache. KV Cache is the AI's active attention. It holds every piece of the conversation the model is tracking simultaneously. Bigger desk means more ideas stay in front of the AI while it thinks. The moment the desk fills up ideas fall off and the AI starts forgetting what you said earlier. Shorter answers. Shallower reasoning. Lost context.\n\nSK Hynix. 60% global HBM market share.\n\n$MU Micron. The US pure play.\n\nSamsung. HBM3E yield challenges but catching Up. Potentially HBM4 leader.\n\nG2 Tier DRAM: The overflow desk.\nWhen the main desk fills up work spills here. Model weights live here during active inference. Still faster than anything below it. But the AI has to reach further. Every millisecond of extra reach is throughput the GPU never gets back. The latency gap between G1 and G2 is real and costly at scale.\n\n$MU Micron. DRAM is the core business. SOCAMM2 leader. Potentially 3D DRAM too.\n\nSamsung. Largest DRAM producer by volume globally.\n\nSK Hynix. Strong DRAM portfolio alongside HBM leadership.\n\nNanya. Commodity DRAM. No HBM roadmap. Serves cost sensitive markets.\n\nG3 Tier NAND: The reference library down the hall.\nThis is where RAG lives. RAG stands for Retrieval Augmented Generation. When the AI needs to answer something beyond its active context it reaches into an external knowledge base and pulls relevant information back into the response in real time. Think of it as the AI pausing mid thought to look something up in a filing cabinet and continuing the answer with that new information folded in. Every enterprise AI chatbot answering questions about internal documents runs on RAG. The speed and density of NAND determines how fast and how rich that retrieval is. Slower NAND means the AI waits. Waiting means higher cost per token.\n\n$SNDK SanDisk. Pure NAND play. Enterprise SSD leader.\n\nKioxia. Joint venture partner with SanDisk on NAND wafer supply.\n\n$MU Micron. Samsung. SK Hynix\n\nG4 Tier HDD: The warehouse across town.\nCold storage including cold RAG. The AI does not touch this during a live conversation. But every model ever trained was built from what lives here. Raw training data at petabyte scale. The entire internet. Common Crawl. Books. Code repositories. Video and image datasets for multimodal models. Pre processed training shards waiting for the next training run. Model version archives. Compliance logs. Backup snapshots of the entire AI infrastructure stack.\n\nKV Cache has never lived here. Not once. The physics do not allow it. Spinning magnetic disk runs on microseconds. Active inference needs nanoseconds. HDD was never a candidate.\n\nBut hyperscalers are buying petabytes of HDD capacity to store the raw material AI was built from and will keep being built from. That is a real and growing thesis.\n\n$STX Seagate. Pure HDD. Scaling HAMR technology for high capacity AI data lake storage.\n\n$WDC Western Digital. Pure HDD now. HAMR drives targeting 36TB and 44TB configurations for hyperscale AI storage.\n\nAI Inference needs all four tiers firing simultaneously every single time an AI responds to you. Agentic AI raises the stakes even higher. An AI agent does not answer one question and stop. It plans across multiple steps. It holds context across long running tasks. It retrieves external knowledge mid execution. It writes results back. Every step of that loop stresses a different tier of the memory hierarchy. Run out of G1 and the agent loses the thread mid task. Wait on slow G3 retrieval and the agent burns cost per token sitting idle.\n\nThat is what makes $DRAM one of the most fitting ETFs ever constructed for the AI Inference and Agentic AI era. $DRAM covers the entire stack.\n\nLong DRAM, I mean Long AI Inference and G1-G4 Cache/Context.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0147802604340046, "ret_signed_m1d": 0.0147802604340046, "alpha_spy_m1d": 0.018696412964940956, "alpha_c_m1d": 0.029424906349720947, "bench_spy_m1d": -0.0039161525309363565, "bench_c_m1d": -0.014644645915716348, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0, "ret_signed_p1d": 0.0, "alpha_spy_p1d": 0.0, "alpha_c_p1d": 0.0, "bench_spy_p1d": 0.0, "bench_c_p1d": 0.0, "ret_p1w": 0.292942743009321, "ret_signed_p1w": 0.292942743009321, "alpha_spy_p1w": 0.27840491203538487, "alpha_c_p1w": 0.2537110920788981, "bench_spy_p1w": 0.014537830973936128, "bench_c_p1w": 0.03923165093042291, "ret_p1m": 0.6130226429864347, "ret_signed_p1m": 0.6130226429864347, "alpha_spy_p1m": 0.6121271284866008, "alpha_c_p1m": 0.4523654305981366, "bench_spy_p1m": 0.0008955144998339382, "bench_c_p1m": 0.1606572123882981, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.6130226429864347, "alpha_spy_stated": 0.6121271284866008, "alpha_c_stated": 0.4523654305981366, "price_path": [-0.4436, -0.429, -0.4469, -0.4511, -0.4507, -0.4946, -0.4666, -0.4715, -0.5071, -0.4818, -0.4635, -0.4427, -0.4605, -0.4328, -0.412, -0.3855, -0.3854, -0.4087, -0.4371, -0.4618, -0.4736, -0.4914, -0.5269, -0.5245, -0.5715, -0.5501, -0.5102, -0.5123, -0.5123, -0.497, -0.4972, -0.4584, -0.4387, -0.44, -0.432, -0.3799, -0.3925, -0.3912, -0.394, -0.4029, -0.4016, -0.3509, -0.3586, -0.3386, -0.3015, -0.3285, -0.3096, -0.3114, -0.278, -0.2324, -0.1475, -0.1124, -0.139, -0.0056, 0.059, 0.0207, 0.0701, 0.0333, -0.0351, -0.0925, -0.0696, -0.0253, 0.0148, 0.0, 0.0, 0.1929, 0.2362, 0.2297, 0.2929, 0.3788, 0.4169, 0.4375, 0.3262, 0.1505, 0.264, 0.2462, 0.1876, 0.3261, 0.3071, 0.4487, 0.3592, 0.3891, 0.51, 0.51, 0.613, 0.4005, 0.4005, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2057849504498635131", "ticker_idx": 2, "ts": "2026-05-22T15:42:09+00:00", "symbol": "SNDK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$SNDK SanDisk. Pure NAND play. Enterprise SSD leader.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long DRAM ETF as the all-tiers AI inference play; constituent longs include MU, SNDK, STX, WDC across HBM/DRAM/NAND/HDD.", "resolved_tickers": ["SNDK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "original", "lang": "en", "tweet_text": "$DRAM The ticker is misleading. Not because the holdings are wrong. Because the framework most investors are using to evaluate it is wrong.\n\nAt its core it covers memory and storage. But even those two words do not do justice to what is actually being captured here. They miss the intelligence entirely.\n\nThe right framework for the AI Inference era is Cognitive Capacity. How much can an AI think, reason, retrieve, and remember at any given moment. Not as a hardware specification. As an intelligence ceiling.\nThat ceiling is built on four tiers. G1 cache through G4 cache. And this single ticker covers all of them.\n\nHere is what each tier does and who owns it.\n\nG1 Tier HBM: The active thinking desk.\nEvery word you typed. Every word the AI is forming right now. All of it lives here in real time through something called KV Cache. KV Cache is the AI's active attention. It holds every piece of the conversation the model is tracking simultaneously. Bigger desk means more ideas stay in front of the AI while it thinks. The moment the desk fills up ideas fall off and the AI starts forgetting what you said earlier. Shorter answers. Shallower reasoning. Lost context.\n\nSK Hynix. 60% global HBM market share.\n\n$MU Micron. The US pure play.\n\nSamsung. HBM3E yield challenges but catching Up. Potentially HBM4 leader.\n\nG2 Tier DRAM: The overflow desk.\nWhen the main desk fills up work spills here. Model weights live here during active inference. Still faster than anything below it. But the AI has to reach further. Every millisecond of extra reach is throughput the GPU never gets back. The latency gap between G1 and G2 is real and costly at scale.\n\n$MU Micron. DRAM is the core business. SOCAMM2 leader. Potentially 3D DRAM too.\n\nSamsung. Largest DRAM producer by volume globally.\n\nSK Hynix. Strong DRAM portfolio alongside HBM leadership.\n\nNanya. Commodity DRAM. No HBM roadmap. Serves cost sensitive markets.\n\nG3 Tier NAND: The reference library down the hall.\nThis is where RAG lives. RAG stands for Retrieval Augmented Generation. When the AI needs to answer something beyond its active context it reaches into an external knowledge base and pulls relevant information back into the response in real time. Think of it as the AI pausing mid thought to look something up in a filing cabinet and continuing the answer with that new information folded in. Every enterprise AI chatbot answering questions about internal documents runs on RAG. The speed and density of NAND determines how fast and how rich that retrieval is. Slower NAND means the AI waits. Waiting means higher cost per token.\n\n$SNDK SanDisk. Pure NAND play. Enterprise SSD leader.\n\nKioxia. Joint venture partner with SanDisk on NAND wafer supply.\n\n$MU Micron. Samsung. SK Hynix\n\nG4 Tier HDD: The warehouse across town.\nCold storage including cold RAG. The AI does not touch this during a live conversation. But every model ever trained was built from what lives here. Raw training data at petabyte scale. The entire internet. Common Crawl. Books. Code repositories. Video and image datasets for multimodal models. Pre processed training shards waiting for the next training run. Model version archives. Compliance logs. Backup snapshots of the entire AI infrastructure stack.\n\nKV Cache has never lived here. Not once. The physics do not allow it. Spinning magnetic disk runs on microseconds. Active inference needs nanoseconds. HDD was never a candidate.\n\nBut hyperscalers are buying petabytes of HDD capacity to store the raw material AI was built from and will keep being built from. That is a real and growing thesis.\n\n$STX Seagate. Pure HDD. Scaling HAMR technology for high capacity AI data lake storage.\n\n$WDC Western Digital. Pure HDD now. HAMR drives targeting 36TB and 44TB configurations for hyperscale AI storage.\n\nAI Inference needs all four tiers firing simultaneously every single time an AI responds to you. Agentic AI raises the stakes even higher. An AI agent does not answer one question and stop. It plans across multiple steps. It holds context across long running tasks. It retrieves external knowledge mid execution. It writes results back. Every step of that loop stresses a different tier of the memory hierarchy. Run out of G1 and the agent loses the thread mid task. Wait on slow G3 retrieval and the agent burns cost per token sitting idle.\n\nThat is what makes $DRAM one of the most fitting ETFs ever constructed for the AI Inference and Agentic AI era. $DRAM covers the entire stack.\n\nLong DRAM, I mean Long AI Inference and G1-G4 Cache/Context.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.04297726456953388, "ret_signed_m1d": 0.04297726456953388, "alpha_spy_m1d": 0.046893417100470236, "alpha_c_m1d": 0.052900147939979214, "bench_spy_m1d": -0.0039161525309363565, "bench_c_m1d": -0.009922883370445335, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0, "ret_signed_p1d": 0.0, "alpha_spy_p1d": 0.0, "alpha_c_p1d": 0.0, "bench_spy_p1d": 0.0, "bench_c_p1d": 0.0, "ret_p1w": 0.1462713940265299, "ret_signed_p1w": 0.1462713940265299, "alpha_spy_p1w": 0.13173356305259376, "alpha_c_p1w": 0.08734342857543043, "bench_spy_p1w": 0.014537830973936128, "bench_c_p1w": 0.05892796545109946, "ret_p1m": 0.5376651431782977, "ret_signed_p1m": 0.5376651431782977, "alpha_spy_p1m": 0.5367696286784638, "alpha_c_p1m": 0.4712029374745008, "bench_spy_p1m": 0.0008955144998339382, "bench_c_p1m": 0.0664622057037969, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.5376651431782977, "alpha_spy_stated": 0.5367696286784638, "alpha_c_stated": 0.4712029374745008, "price_path": [-0.5682, -0.5723, -0.5591, -0.5703, -0.5813, -0.6176, -0.5949, -0.6175, -0.6434, -0.6019, -0.5815, -0.5567, -0.5815, -0.5526, -0.5242, -0.513, -0.4903, -0.4779, -0.52, -0.5249, -0.5249, -0.5416, -0.5921, -0.5835, -0.6128, -0.5703, -0.5315, -0.5255, -0.5255, -0.51, -0.5193, -0.4719, -0.4241, -0.424, -0.3558, -0.3613, -0.397, -0.3782, -0.3772, -0.3825, -0.389, -0.3379, -0.3694, -0.3306, -0.2763, -0.3221, -0.2803, -0.2585, -0.1973, -0.1507, -0.0489, -0.0465, -0.0938, 0.0566, 0.0466, -0.018, -0.0213, -0.0649, -0.0481, -0.0985, -0.0645, -0.0582, 0.043, 0.0, 0.0, 0.075, 0.0752, 0.1102, 0.1463, 0.1912, 0.1607, 0.2386, 0.19, 0.0545, 0.1104, 0.1135, 0.1113, 0.2724, 0.3391, 0.4255, 0.3468, 0.3247, 0.4775, 0.4775, 0.5377, 0.3279, 0.3279, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2057849504498635131", "ticker_idx": 3, "ts": "2026-05-22T15:42:09+00:00", "symbol": "STX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$STX Seagate. Pure HDD. Scaling HAMR technology for high capacity AI data lake storage.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long DRAM ETF as the all-tiers AI inference play; constituent longs include MU, SNDK, STX, WDC across HBM/DRAM/NAND/HDD.", "resolved_tickers": ["STX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "original", "lang": "en", "tweet_text": "$DRAM The ticker is misleading. Not because the holdings are wrong. Because the framework most investors are using to evaluate it is wrong.\n\nAt its core it covers memory and storage. But even those two words do not do justice to what is actually being captured here. They miss the intelligence entirely.\n\nThe right framework for the AI Inference era is Cognitive Capacity. How much can an AI think, reason, retrieve, and remember at any given moment. Not as a hardware specification. As an intelligence ceiling.\nThat ceiling is built on four tiers. G1 cache through G4 cache. And this single ticker covers all of them.\n\nHere is what each tier does and who owns it.\n\nG1 Tier HBM: The active thinking desk.\nEvery word you typed. Every word the AI is forming right now. All of it lives here in real time through something called KV Cache. KV Cache is the AI's active attention. It holds every piece of the conversation the model is tracking simultaneously. Bigger desk means more ideas stay in front of the AI while it thinks. The moment the desk fills up ideas fall off and the AI starts forgetting what you said earlier. Shorter answers. Shallower reasoning. Lost context.\n\nSK Hynix. 60% global HBM market share.\n\n$MU Micron. The US pure play.\n\nSamsung. HBM3E yield challenges but catching Up. Potentially HBM4 leader.\n\nG2 Tier DRAM: The overflow desk.\nWhen the main desk fills up work spills here. Model weights live here during active inference. Still faster than anything below it. But the AI has to reach further. Every millisecond of extra reach is throughput the GPU never gets back. The latency gap between G1 and G2 is real and costly at scale.\n\n$MU Micron. DRAM is the core business. SOCAMM2 leader. Potentially 3D DRAM too.\n\nSamsung. Largest DRAM producer by volume globally.\n\nSK Hynix. Strong DRAM portfolio alongside HBM leadership.\n\nNanya. Commodity DRAM. No HBM roadmap. Serves cost sensitive markets.\n\nG3 Tier NAND: The reference library down the hall.\nThis is where RAG lives. RAG stands for Retrieval Augmented Generation. When the AI needs to answer something beyond its active context it reaches into an external knowledge base and pulls relevant information back into the response in real time. Think of it as the AI pausing mid thought to look something up in a filing cabinet and continuing the answer with that new information folded in. Every enterprise AI chatbot answering questions about internal documents runs on RAG. The speed and density of NAND determines how fast and how rich that retrieval is. Slower NAND means the AI waits. Waiting means higher cost per token.\n\n$SNDK SanDisk. Pure NAND play. Enterprise SSD leader.\n\nKioxia. Joint venture partner with SanDisk on NAND wafer supply.\n\n$MU Micron. Samsung. SK Hynix\n\nG4 Tier HDD: The warehouse across town.\nCold storage including cold RAG. The AI does not touch this during a live conversation. But every model ever trained was built from what lives here. Raw training data at petabyte scale. The entire internet. Common Crawl. Books. Code repositories. Video and image datasets for multimodal models. Pre processed training shards waiting for the next training run. Model version archives. Compliance logs. Backup snapshots of the entire AI infrastructure stack.\n\nKV Cache has never lived here. Not once. The physics do not allow it. Spinning magnetic disk runs on microseconds. Active inference needs nanoseconds. HDD was never a candidate.\n\nBut hyperscalers are buying petabytes of HDD capacity to store the raw material AI was built from and will keep being built from. That is a real and growing thesis.\n\n$STX Seagate. Pure HDD. Scaling HAMR technology for high capacity AI data lake storage.\n\n$WDC Western Digital. Pure HDD now. HAMR drives targeting 36TB and 44TB configurations for hyperscale AI storage.\n\nAI Inference needs all four tiers firing simultaneously every single time an AI responds to you. Agentic AI raises the stakes even higher. An AI agent does not answer one question and stop. It plans across multiple steps. It holds context across long running tasks. It retrieves external knowledge mid execution. It writes results back. Every step of that loop stresses a different tier of the memory hierarchy. Run out of G1 and the agent loses the thread mid task. Wait on slow G3 retrieval and the agent burns cost per token sitting idle.\n\nThat is what makes $DRAM one of the most fitting ETFs ever constructed for the AI Inference and Agentic AI era. $DRAM covers the entire stack.\n\nLong DRAM, I mean Long AI Inference and G1-G4 Cache/Context.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.002793004504133778, "ret_signed_m1d": -0.002793004504133778, "alpha_spy_m1d": 0.0011231480268025784, "alpha_c_m1d": 0.007129878866311556, "bench_spy_m1d": -0.0039161525309363565, "bench_c_m1d": -0.009922883370445335, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0, "ret_signed_p1d": 0.0, "alpha_spy_p1d": 0.0, "alpha_c_p1d": 0.0, "bench_spy_p1d": 0.0, "bench_c_p1d": 0.0, "ret_p1w": 0.08252434256890018, "ret_signed_p1w": 0.08252434256890018, "alpha_spy_p1w": 0.06798651159496405, "alpha_c_p1w": 0.023596377117800715, "bench_spy_p1w": 0.014537830973936128, "bench_c_p1w": 0.05892796545109946, "ret_p1m": 0.3461297913871735, "ret_signed_p1m": 0.3461297913871735, "alpha_spy_p1m": 0.34523427688733954, "alpha_c_p1m": 0.2796675856833766, "bench_spy_p1m": 0.0008955144998339382, "bench_c_p1m": 0.0664622057037969, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.3461297913871735, "alpha_spy_stated": 0.34523427688733954, "alpha_c_stated": 0.2796675856833766, "price_path": [-0.5136, -0.4819, -0.4968, -0.4991, -0.5338, -0.5607, -0.5394, -0.5488, -0.5667, -0.5402, -0.528, -0.5259, -0.5406, -0.5287, -0.5102, -0.4828, -0.5004, -0.4662, -0.4949, -0.5038, -0.478, -0.4916, -0.5339, -0.5324, -0.5541, -0.518, -0.4794, -0.4717, -0.4717, -0.4423, -0.4233, -0.3893, -0.3838, -0.3809, -0.3684, -0.3436, -0.3607, -0.3456, -0.326, -0.3359, -0.3111, -0.2865, -0.277, -0.2787, -0.2668, -0.2875, -0.2085, -0.1711, -0.1056, -0.0913, -0.0513, -0.0324, -0.057, -0.037, 0.0262, -0.0048, 0.0057, -0.0098, -0.0212, -0.0885, -0.0977, -0.0759, -0.0028, 0.0, 0.0, 0.0406, 0.0713, 0.0837, 0.0825, 0.1335, 0.1401, 0.1574, 0.1394, 0.0427, 0.0788, 0.0409, 0.004, 0.0681, 0.1456, 0.2536, 0.269, 0.3117, 0.3168, 0.3168, 0.3461, 0.2779, 0.2779, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2057849504498635131", "ticker_idx": 4, "ts": "2026-05-22T15:42:09+00:00", "symbol": "WDC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$WDC Western Digital. Pure HDD now. HAMR drives targeting 36TB and 44TB configurations for hyperscale AI storage.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long DRAM ETF as the all-tiers AI inference play; constituent longs include MU, SNDK, STX, WDC across HBM/DRAM/NAND/HDD.", "resolved_tickers": ["WDC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "original", "lang": "en", "tweet_text": "$DRAM The ticker is misleading. Not because the holdings are wrong. Because the framework most investors are using to evaluate it is wrong.\n\nAt its core it covers memory and storage. But even those two words do not do justice to what is actually being captured here. They miss the intelligence entirely.\n\nThe right framework for the AI Inference era is Cognitive Capacity. How much can an AI think, reason, retrieve, and remember at any given moment. Not as a hardware specification. As an intelligence ceiling.\nThat ceiling is built on four tiers. G1 cache through G4 cache. And this single ticker covers all of them.\n\nHere is what each tier does and who owns it.\n\nG1 Tier HBM: The active thinking desk.\nEvery word you typed. Every word the AI is forming right now. All of it lives here in real time through something called KV Cache. KV Cache is the AI's active attention. It holds every piece of the conversation the model is tracking simultaneously. Bigger desk means more ideas stay in front of the AI while it thinks. The moment the desk fills up ideas fall off and the AI starts forgetting what you said earlier. Shorter answers. Shallower reasoning. Lost context.\n\nSK Hynix. 60% global HBM market share.\n\n$MU Micron. The US pure play.\n\nSamsung. HBM3E yield challenges but catching Up. Potentially HBM4 leader.\n\nG2 Tier DRAM: The overflow desk.\nWhen the main desk fills up work spills here. Model weights live here during active inference. Still faster than anything below it. But the AI has to reach further. Every millisecond of extra reach is throughput the GPU never gets back. The latency gap between G1 and G2 is real and costly at scale.\n\n$MU Micron. DRAM is the core business. SOCAMM2 leader. Potentially 3D DRAM too.\n\nSamsung. Largest DRAM producer by volume globally.\n\nSK Hynix. Strong DRAM portfolio alongside HBM leadership.\n\nNanya. Commodity DRAM. No HBM roadmap. Serves cost sensitive markets.\n\nG3 Tier NAND: The reference library down the hall.\nThis is where RAG lives. RAG stands for Retrieval Augmented Generation. When the AI needs to answer something beyond its active context it reaches into an external knowledge base and pulls relevant information back into the response in real time. Think of it as the AI pausing mid thought to look something up in a filing cabinet and continuing the answer with that new information folded in. Every enterprise AI chatbot answering questions about internal documents runs on RAG. The speed and density of NAND determines how fast and how rich that retrieval is. Slower NAND means the AI waits. Waiting means higher cost per token.\n\n$SNDK SanDisk. Pure NAND play. Enterprise SSD leader.\n\nKioxia. Joint venture partner with SanDisk on NAND wafer supply.\n\n$MU Micron. Samsung. SK Hynix\n\nG4 Tier HDD: The warehouse across town.\nCold storage including cold RAG. The AI does not touch this during a live conversation. But every model ever trained was built from what lives here. Raw training data at petabyte scale. The entire internet. Common Crawl. Books. Code repositories. Video and image datasets for multimodal models. Pre processed training shards waiting for the next training run. Model version archives. Compliance logs. Backup snapshots of the entire AI infrastructure stack.\n\nKV Cache has never lived here. Not once. The physics do not allow it. Spinning magnetic disk runs on microseconds. Active inference needs nanoseconds. HDD was never a candidate.\n\nBut hyperscalers are buying petabytes of HDD capacity to store the raw material AI was built from and will keep being built from. That is a real and growing thesis.\n\n$STX Seagate. Pure HDD. Scaling HAMR technology for high capacity AI data lake storage.\n\n$WDC Western Digital. Pure HDD now. HAMR drives targeting 36TB and 44TB configurations for hyperscale AI storage.\n\nAI Inference needs all four tiers firing simultaneously every single time an AI responds to you. Agentic AI raises the stakes even higher. An AI agent does not answer one question and stop. It plans across multiple steps. It holds context across long running tasks. It retrieves external knowledge mid execution. It writes results back. Every step of that loop stresses a different tier of the memory hierarchy. Run out of G1 and the agent loses the thread mid task. Wait on slow G3 retrieval and the agent burns cost per token sitting idle.\n\nThat is what makes $DRAM one of the most fitting ETFs ever constructed for the AI Inference and Agentic AI era. $DRAM covers the entire stack.\n\nLong DRAM, I mean Long AI Inference and G1-G4 Cache/Context.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.004501488866733627, "ret_signed_m1d": 0.004501488866733627, "alpha_spy_m1d": 0.008417641397669984, "alpha_c_m1d": 0.014424372237178962, "bench_spy_m1d": -0.0039161525309363565, "bench_c_m1d": -0.009922883370445335, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0, "ret_signed_p1d": 0.0, "alpha_spy_p1d": 0.0, "alpha_c_p1d": 0.0, "bench_spy_p1d": 0.0, "bench_c_p1d": 0.0, "ret_p1w": 0.09690672106987375, "ret_signed_p1w": 0.09690672106987375, "alpha_spy_p1w": 0.08236889009593762, "alpha_c_p1w": 0.037978755618774285, "bench_spy_p1w": 0.014537830973936128, "bench_c_p1w": 0.05892796545109946, "ret_p1m": 0.5131968979532047, "ret_signed_p1m": 0.5131968979532047, "alpha_spy_p1m": 0.5123013834533707, "alpha_c_p1m": 0.44673469224940776, "bench_spy_p1m": 0.0008955144998339382, "bench_c_p1m": 0.0664622057037969, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.5131968979532047, "alpha_spy_stated": 0.5123013834533707, "alpha_c_stated": 0.44673469224940776, "price_path": [-0.4416, -0.3995, -0.4175, -0.4227, -0.4426, -0.4828, -0.4607, -0.4651, -0.4936, -0.4589, -0.4503, -0.4449, -0.4607, -0.4377, -0.409, -0.352, -0.3704, -0.3456, -0.3948, -0.3913, -0.3784, -0.3885, -0.4356, -0.4314, -0.4803, -0.4415, -0.3852, -0.3909, -0.3909, -0.372, -0.3558, -0.3004, -0.3023, -0.2908, -0.2769, -0.2438, -0.2463, -0.2531, -0.2308, -0.2275, -0.2075, -0.1965, -0.1676, -0.1658, -0.1725, -0.1926, -0.1477, -0.1028, -0.1089, -0.0866, -0.0393, -0.0023, -0.0421, -0.0088, 0.0651, 0.0092, 0.0203, 0.0101, -0.0047, -0.0529, -0.0588, -0.0509, 0.0045, 0.0, 0.0, 0.0834, 0.0956, 0.0968, 0.0969, 0.1279, 0.1628, 0.2268, 0.1884, 0.0569, 0.0884, 0.0693, 0.0123, 0.0932, 0.1627, 0.3498, 0.4067, 0.4709, 0.5413, 0.5413, 0.5132, 0.3854, 0.3854, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2065841368300421493", "ticker_idx": 0, "ts": "2026-06-13T16:58:58+00:00", "symbol": "DRAM", "kind": "sector", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "HBM is going to eat 22% of wafers next year and produces 1/3 of DRAM bits produced for the same amount. The crazy part is HBM isn't stopping it's going up every year", "tweet_type": "analysis", "timeline": "years", "summary": "Bullish DRAM/HBM: supply cannot reach oversupply as HBM consumes 22% of wafers at 1/3 bit efficiency and keeps growing, precluding any oversupply.", "resolved_tickers": ["MU", "000660.KS", "005930.KS"], "resolution_method": "basket", "resolution_reason": "DRAM sector basket: Micron, SK Hynix, Samsung", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "I know right. Even if HBM wasn't the issue (let's say some other AI memory took off in an alternative universe), DRAM demand would've consumed all wafers  anyway because of AI servers demands (not GPU racks). Now, back to our reality, our universe, the HBM is going to eat 22% of wafers next year and produces 1/3 of DRAM bits produced for the same amount. The crazy part is HBM isn't stopping it's going up every year.", "reply_text": null, "parent_text": "@TradexWhisperer New wafers get swallowed by the hbm density.  I am trying to figure out how we can end up in an over supply situation . \nHint - I cant.", "quoted_text": null, "parent_author": "OpenClawCentral", "ret_m1d": -0.06703934362936748, "ret_signed_m1d": -0.06703934362936748, "alpha_spy_m1d": -0.04971094224395145, "alpha_c_m1d": -0.02509844633802316, "bench_spy_m1d": -0.017328401385416026, "bench_c_m1d": -0.041940897291344315, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0009682531923679664, "ret_signed_p1d": -0.0009682531923679664, "alpha_spy_p1d": 0.004993309651866136, "alpha_c_p1d": 0.04709228885567803, "bench_spy_p1d": -0.005961562844234103, "bench_c_p1d": -0.048060542048045996, "ret_p1w": 0.1460530403171981, "ret_signed_p1w": 0.1460530403171981, "alpha_spy_p1w": 0.15734335086842985, "alpha_c_p1w": 0.11234882399599497, "bench_spy_p1w": -0.011290310551231753, "bench_c_p1w": 0.03370421632120313, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.499, -0.5185, -0.527, -0.5564, -0.548, -0.5515, -0.5775, -0.5769, -0.5999, -0.6136, -0.5691, -0.5904, -0.576, -0.5642, -0.5565, -0.5167, -0.5237, -0.5178, -0.519, -0.4924, -0.486, -0.4765, -0.4826, -0.4806, -0.4674, -0.4574, -0.4519, -0.4527, -0.429, -0.4366, -0.4293, -0.4361, -0.4285, -0.3826, -0.3631, -0.2995, -0.2924, -0.26, -0.2001, -0.2219, -0.185, -0.1825, -0.2455, -0.2452, -0.2592, -0.2486, -0.1877, -0.1979, -0.1979, -0.1309, -0.0852, -0.0873, -0.0491, 0.0067, 0.0264, 0.0312, -0.0124, -0.1083, -0.1385, -0.0721, -0.1292, -0.0931, -0.067, 0.0, -0.001, 0.0296, 0.0972, 0.1003, 0.1461, 0.0011, 0.0349, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2069082016583385406", "ticker_idx": 0, "ts": "2026-06-22T15:36:09+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I've put most of my $PLTR gains into $MU", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Deployed most PLTR gains into MU; active long position in Micron.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@DudeWhoInvests It is and I've put most of my $PLTR gains into $MU.", "reply_text": null, "parent_text": "@TradexWhisperer Absolute monster $DRAM is wow dude", "quoted_text": null, "parent_author": "DudeWhoInvests", "ret_m1d": -0.06388582801143738, "ret_signed_m1d": -0.06388582801143738, "alpha_spy_m1d": -0.06704274245103714, "alpha_c_m1d": -0.05038630098350405, "bench_spy_m1d": 0.003156914439599756, "bench_c_m1d": -0.013499527027933333, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.13175880789530037, "ret_signed_p1d": -0.13175880789530037, "alpha_spy_p1d": -0.11723685388480876, "alpha_c_p1d": -0.06170455959148946, "bench_spy_p1d": -0.014521954010491611, "bench_c_p1d": -0.0700542483038109, "ret_p1w": null, "ret_signed_p1w": null, "alpha_spy_p1w": null, "alpha_c_p1w": null, "bench_spy_p1w": null, "bench_c_p1w": null, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.6847, -0.7067, -0.7052, -0.7344, -0.7211, -0.6963, -0.6977, -0.6977, -0.6882, -0.6883, -0.6642, -0.652, -0.6528, -0.6479, -0.6156, -0.6234, -0.6226, -0.6243, -0.6298, -0.629, -0.5976, -0.6023, -0.59, -0.567, -0.5837, -0.572, -0.5731, -0.5524, -0.5241, -0.4715, -0.4497, -0.4662, -0.3835, -0.3435, -0.3672, -0.3366, -0.3594, -0.4018, -0.4374, -0.4232, -0.3957, -0.3709, -0.38, -0.38, -0.2604, -0.2336, -0.2376, -0.1984, -0.1452, -0.1216, -0.1088, -0.1778, -0.2868, -0.2164, -0.2274, -0.2637, -0.1779, -0.1897, -0.1019, -0.1574, -0.1388, -0.0639, -0.0639, 0.0, -0.1318, -0.1318, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2067373857791689056", "ticker_idx": 0, "ts": "2026-06-17T22:28:32+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "SOCAMM will be huge next 5 years. Micron was first to this with SOCAMM. Built for energy efficient AI inference at scale. I've spoken.", "tweet_type": "analysis", "timeline": "years", "summary": "Strongly bullish MU: Micron's SOCAMM first-mover advantage in energy-efficient AI inference will dominate procurement over the next 5 years.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU $DRAM $TSM just flagged a major shift in AI chip design priorities. Energy efficiency is now more critical than raw compute power. Surging electricity demand from AI applications is forcing the entire industry to rethink the equation.\n\nThis is not a future trend. It is already the buying criteria.\n\nBy next year every major procurement decision will have one non negotiable requirement. The new chip must be more energy efficient than what it replaces. No exceptions.\n\nSOCAMM will be huge next 5 years. \n\nMicron was first to this with SOCAMM. Built for energy efficient AI inference at scale.\n\nI've spoken.", "reply_text": null, "parent_text": null, "quoted_text": "$MU In the race for AI dominance, ultra-efficient low-power DRAM will be the ultimate winner for power-hungry data centers.\n\nMicron pioneered this revolution through a five-year collaboration with $NVDA, developing LPDDR5X-based SOCAMM and the advanced SOCAMM2 modules.\n\n2/3 lower https://t.co/L13gw5QPEC", "parent_author": null, "ret_m1d": -0.08007129658116141, "ret_signed_m1d": -0.08007129658116141, "alpha_spy_m1d": -0.06978128926747007, "alpha_c_m1d": -0.025652259916965625, "bench_spy_m1d": -0.01029000731369134, "bench_c_m1d": -0.054419036664195786, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0, "ret_signed_p1d": 0.0, "alpha_spy_p1d": 0.0, "alpha_c_p1d": 0.0, "bench_spy_p1d": 0.0, "bench_c_p1d": 0.0, "ret_p1w": null, "ret_signed_p1w": null, "alpha_spy_p1w": null, "alpha_c_p1w": null, "bench_spy_p1w": null, "bench_c_p1w": null, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.6436, -0.6514, -0.6632, -0.6867, -0.6851, -0.7162, -0.7021, -0.6756, -0.677, -0.677, -0.6669, -0.667, -0.6413, -0.6283, -0.6291, -0.6238, -0.5894, -0.5977, -0.5968, -0.5987, -0.6046, -0.6037, -0.5701, -0.5752, -0.562, -0.5374, -0.5553, -0.5428, -0.5439, -0.5219, -0.4917, -0.4354, -0.4122, -0.4298, -0.3414, -0.2986, -0.324, -0.2913, -0.3157, -0.361, -0.399, -0.3838, -0.3545, -0.3279, -0.3377, -0.3377, -0.21, -0.1813, -0.1856, -0.1437, -0.0869, -0.0616, -0.048, -0.1217, -0.2381, -0.1629, -0.1747, -0.2135, -0.1218, -0.1344, -0.0406, -0.0999, -0.0801, 0.0, 0.0, 0.0682, -0.0725, -0.0725, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2066948481705779623", "ticker_idx": 0, "ts": "2026-06-16T18:18:14+00:00", "symbol": "HBM", "kind": "sector", "geography": null, "sub_sector": "HBM", "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "HBM is going at least double in price next year", "tweet_type": "prediction", "timeline": "months", "summary": "HBM memory prices will at least double next year; strongly bullish on HBM pricing trajectory.", "resolved_tickers": ["MU", "000660.KS", "005930.KS"], "resolution_method": "basket", "resolution_reason": "HBM sub-sector basket: Micron, SK Hynix, Samsung", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@athuinvests It did. HBM is going at least double in price next year.", "reply_text": null, "parent_text": "@TradexWhisperer It’s where AI think. Changed everything!", "quoted_text": null, "parent_author": "athuinvests", "ret_m1d": 0.0002082700743284797, "ret_signed_m1d": 0.0002082700743284797, "alpha_spy_m1d": -0.005789046147458528, "alpha_c_m1d": -0.05027870327946623, "bench_spy_m1d": 0.005997316221787008, "bench_c_m1d": 0.050486973353794706, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.04440111753363659, "ret_signed_p1d": 0.04440111753363659, "alpha_spy_p1d": 0.05688898841868802, "alpha_c_p1d": 0.03146285340518692, "bench_spy_p1d": -0.012487870885051433, "bench_c_p1d": 0.012938264128449672, "ret_p1w": 0.012155576171243188, "ret_signed_p1w": 0.012155576171243188, "alpha_spy_p1w": 0.03196038814936908, "alpha_c_p1w": 0.0023341674164237824, "bench_spy_p1w": -0.01980481197812589, "bench_c_p1w": 0.009821408754819405, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.5304, -0.5598, -0.5555, -0.5579, -0.579, -0.5877, -0.5984, -0.6274, -0.5886, -0.5985, -0.5855, -0.5775, -0.5665, -0.5376, -0.539, -0.5284, -0.5318, -0.5162, -0.4948, -0.4891, -0.4938, -0.4909, -0.4811, -0.4823, -0.4629, -0.47, -0.451, -0.4433, -0.447, -0.4486, -0.449, -0.408, -0.3968, -0.3234, -0.3025, -0.3077, -0.2329, -0.2293, -0.2152, -0.1924, -0.2459, -0.2498, -0.2817, -0.2756, -0.2164, -0.2131, -0.2168, -0.1958, -0.1156, -0.106, -0.085, -0.0347, -0.003, 0.0063, -0.0055, -0.0846, -0.1809, -0.0874, -0.1326, -0.1433, -0.0803, -0.0527, 0.0002, 0.0, 0.0444, 0.0763, 0.0963, 0.0316, 0.0122, 0.0304, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2067091281852117297", "ticker_idx": 0, "ts": "2026-06-17T03:45:40+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "9x forward PE for what he built? That is disrespectful", "tweet_type": "analysis", "timeline": "unspecified", "summary": "MU trading at 9x forward PE is seen as deeply undervalued given Mehrotra's legacy and competitive position vs Samsung/Hynix.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "Sanjay Mehrotra founded $SNDK. Took $MU from $26 to $1000 competing against memory giants Samsung & SK Hynix.\n\nHe is the reason the US still has a memory industry.\n\nNot asking for @elonmusk level recognition. But 9x forward PE for what he built?\n\nThat is disrespectful @MicronCEO", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.021501292094888158, "ret_signed_m1d": -0.021501292094888158, "alpha_spy_m1d": -0.0341470819711539, "alpha_c_m1d": -0.008728288461165246, "bench_spy_m1d": 0.012645789876265745, "bench_c_m1d": -0.012773003633722912, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.08704076335870714, "ret_signed_p1d": 0.08704076335870714, "alpha_spy_p1d": 0.07664377091674757, "alpha_c_p1d": 0.029489862088214913, "bench_spy_p1d": 0.010396992441959574, "bench_c_p1d": 0.05755090127049223, "ret_p1w": 0.008224847445742922, "ret_signed_p1w": 0.008224847445742922, "alpha_spy_p1w": 0.015634317038417445, "alpha_c_p1w": 0.011301891214359983, "bench_spy_p1w": -0.007409469592674522, "bench_c_p1w": -0.0030770437686170604, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.5948, -0.6126, -0.621, -0.6339, -0.6594, -0.6577, -0.6915, -0.6761, -0.6474, -0.6489, -0.6489, -0.6379, -0.6381, -0.6101, -0.5959, -0.5968, -0.5911, -0.5536, -0.5627, -0.5617, -0.5638, -0.5701, -0.5692, -0.5327, -0.5382, -0.5238, -0.4972, -0.5166, -0.503, -0.5043, -0.4802, -0.4474, -0.3863, -0.361, -0.3801, -0.2841, -0.2376, -0.2652, -0.2296, -0.2561, -0.3053, -0.3467, -0.3302, -0.2983, -0.2695, -0.2801, -0.2801, -0.1412, -0.11, -0.1147, -0.0692, -0.0074, 0.02, 0.0349, -0.0452, -0.1718, -0.09, -0.1029, -0.145, -0.0454, -0.059, 0.0429, -0.0215, 0.0, 0.087, 0.087, 0.1612, 0.0082, 0.0082, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2067815307092303900", "ticker_idx": 0, "ts": "2026-06-19T03:42:42+00:00", "symbol": "TSM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "TMSC will be a $3 trillion company. Very easy.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish TSM to $3 trillion market cap; confident long call.", "resolved_tickers": ["TSM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "$TSM TMSC will be a $3 trillion company. Very easy. 🤷‍♂️ https://t.co/eujVJOM1e2", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.011867381168761848, "ret_signed_m1d": -0.011867381168761848, "alpha_spy_m1d": -0.015024295608361604, "alpha_c_m1d": 0.0016321458591714855, "bench_spy_m1d": 0.003156914439599756, "bench_c_m1d": -0.013499527027933333, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.06688476464427062, "ret_signed_p1d": -0.06688476464427062, "alpha_spy_p1d": -0.05236281063377901, "alpha_c_p1d": 0.003169483659540284, "bench_spy_p1d": -0.014521954010491611, "bench_c_p1d": -0.0700542483038109, "ret_p1w": null, "ret_signed_p1w": null, "alpha_spy_p1w": null, "alpha_c_p1w": null, "bench_spy_p1w": null, "bench_c_p1w": null, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.2582, -0.3043, -0.303, -0.3248, -0.2791, -0.2715, -0.2767, -0.2767, -0.2709, -0.2633, -0.2194, -0.2203, -0.2094, -0.2116, -0.1896, -0.1998, -0.2249, -0.2096, -0.2187, -0.2148, -0.1735, -0.1837, -0.1414, -0.1361, -0.163, -0.1599, -0.1551, -0.1517, -0.1433, -0.1586, -0.1051, -0.1165, -0.1218, -0.137, -0.1525, -0.1471, -0.1089, -0.1374, -0.1553, -0.1625, -0.1432, -0.1314, -0.1371, -0.1371, -0.1204, -0.0982, -0.0937, -0.1073, -0.0707, -0.0471, -0.0684, -0.0509, -0.1143, -0.0895, -0.0871, -0.128, -0.0996, -0.0935, -0.0562, -0.0895, -0.076, -0.0119, -0.0119, 0.0, -0.0669, -0.0669, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2066325878309785751", "ticker_idx": 0, "ts": "2026-06-15T01:04:14+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I've been calling the Context Trade since $62. It was never just my opinion. What exactly are you waiting for?", "tweet_type": "analysis", "timeline": "quarters", "summary": "Strongly bullish MU and HBM/DRAM memory on structural AI-driven demand transformation; compiles CEO quotes to argue the supply shortage is durable into 2027-2030.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU $DRAM The most powerful CEOs on earth are telling you memory is in a structural transformation.\n\n12 most important quotes.\n\n\"The future of artificial intelligence will be shaped as much by memory as by computing power.\" -Jensen Huang\n\n\"Go ahead and build memory fabs; however much capacity you add, NVIDIA will consume it.\" -Jensen Huang\n\n\"The whole industry supply chain, everything from wafers to packaging to silicon photonics... everything's in short supply because the demand is so high. It is going to persist for several years.\" -Jensen Huang\n\n\"The entire supply chain is challenging this year because demand is so much more. Supply has been growing 100% every year, but demand is going faster than that.\" -Jensen Huang\n\n\"I think it will be for quite a few years to come... Demand is so massive.\" -Jensen Huang\n\n\"I would say memory in advanced silicon, it's kind of the 25 times 25... From 80 gig to 2 terabytes is 25 times more memory per accelerator. And in that timeframe, you'll have about 25 times more accelerators. So 25 times 25 is 625 times.\" -Michael Dell (Dell CEO)\n\n\"Demand is in excess of the supply by quite a lot... So we have a severe shortage in memory silicon and also in some other areas.\" -Michael Dell (Dell CEO)\n\n\"As memory per accelerator and system scale expand simultaneously in AI infrastructure, a structure is forming where total memory demand increases by approximately 625 times. We are still in the early stages of technology adoption.\" -Michael Dell (Dell CEO)\n\n\"[US Expansion] is a tiny fraction of the memory that's needed, and in fact, even if you take the best case assumptions of the memory makers... it is not enough to meet the demand that is anticipated.\" -Elon Musk\n\n\"We see that tightness continuing into 2027, so we see durable industry fundamentals over the foreseeable future, driven by AI demand.\" -Sanjay Mehrotra (Micron CEO)\n\n\"AI actually wants to have a lot of HBM, and once you make the HBM...we have to use a lot of wafers... The current shortage could continue until 2030, so we expect more than a 20% shortage of the wafers.\" -Chey Tae-won (SK Group Chairman)\n\n\"Without the HBM memory, there is no AI supercomputer.\" -Jensen Huang\n\nI've been calling the Context Trade since $62. It was never just my opinion.\n\nWhat exactly are you waiting for?", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": -0.09777663934196312, "ret_signed_m1d": -0.09777663934196312, "alpha_spy_m1d": -0.0804482379565471, "alpha_c_m1d": -0.05583574205061881, "bench_spy_m1d": -0.017328401385416026, "bench_c_m1d": -0.041940897291344315, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.06179282996369051, "ret_signed_p1d": -0.06179282996369051, "alpha_spy_p1d": -0.05583126711945641, "alpha_c_p1d": -0.013732287915644514, "bench_spy_p1d": -0.005961562844234103, "bench_c_p1d": -0.048060542048045996, "ret_p1w": 0.11341098333253674, "ret_signed_p1w": 0.11341098333253674, "alpha_spy_p1w": 0.1247012938837685, "alpha_c_p1w": 0.07970676701133361, "bench_spy_p1w": -0.011290310551231753, "bench_c_p1w": 0.03370421632120313, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.5758, -0.5918, -0.6115, -0.6285, -0.6366, -0.649, -0.6734, -0.6718, -0.7042, -0.6895, -0.6619, -0.6634, -0.6634, -0.6528, -0.653, -0.6262, -0.6126, -0.6134, -0.6079, -0.572, -0.5807, -0.5797, -0.5817, -0.5878, -0.587, -0.5519, -0.5572, -0.5435, -0.5179, -0.5365, -0.5235, -0.5247, -0.5016, -0.4702, -0.4116, -0.3873, -0.4057, -0.3136, -0.269, -0.2954, -0.2614, -0.2867, -0.3339, -0.3736, -0.3578, -0.3272, -0.2995, -0.3097, -0.3097, -0.1766, -0.1467, -0.1512, -0.1075, -0.0482, -0.022, -0.0077, -0.0846, -0.2059, -0.1275, -0.1398, -0.1802, -0.0847, -0.0978, 0.0, -0.0618, -0.0412, 0.0423, 0.0423, 0.1134, -0.0333, -0.0333, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2066325878309785751", "ticker_idx": 1, "ts": "2026-06-15T01:04:14+00:00", "symbol": "DRAM", "kind": "sector", "geography": null, "sub_sector": "HBM", "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU $DRAM The most powerful CEOs on earth are telling you memory is in a structural transformation.", "tweet_type": "analysis", "timeline": "quarters", "summary": "Strongly bullish MU and HBM/DRAM memory on structural AI-driven demand transformation; compiles CEO quotes to argue the supply shortage is durable into 2027-2030.", "resolved_tickers": ["MU", "000660.KS", "005930.KS"], "resolution_method": "basket", "resolution_reason": "HBM sub-sector of DRAM: Micron, SK Hynix, Samsung", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU $DRAM The most powerful CEOs on earth are telling you memory is in a structural transformation.\n\n12 most important quotes.\n\n\"The future of artificial intelligence will be shaped as much by memory as by computing power.\" -Jensen Huang\n\n\"Go ahead and build memory fabs; however much capacity you add, NVIDIA will consume it.\" -Jensen Huang\n\n\"The whole industry supply chain, everything from wafers to packaging to silicon photonics... everything's in short supply because the demand is so high. It is going to persist for several years.\" -Jensen Huang\n\n\"The entire supply chain is challenging this year because demand is so much more. Supply has been growing 100% every year, but demand is going faster than that.\" -Jensen Huang\n\n\"I think it will be for quite a few years to come... Demand is so massive.\" -Jensen Huang\n\n\"I would say memory in advanced silicon, it's kind of the 25 times 25... From 80 gig to 2 terabytes is 25 times more memory per accelerator. And in that timeframe, you'll have about 25 times more accelerators. So 25 times 25 is 625 times.\" -Michael Dell (Dell CEO)\n\n\"Demand is in excess of the supply by quite a lot... So we have a severe shortage in memory silicon and also in some other areas.\" -Michael Dell (Dell CEO)\n\n\"As memory per accelerator and system scale expand simultaneously in AI infrastructure, a structure is forming where total memory demand increases by approximately 625 times. We are still in the early stages of technology adoption.\" -Michael Dell (Dell CEO)\n\n\"[US Expansion] is a tiny fraction of the memory that's needed, and in fact, even if you take the best case assumptions of the memory makers... it is not enough to meet the demand that is anticipated.\" -Elon Musk\n\n\"We see that tightness continuing into 2027, so we see durable industry fundamentals over the foreseeable future, driven by AI demand.\" -Sanjay Mehrotra (Micron CEO)\n\n\"AI actually wants to have a lot of HBM, and once you make the HBM...we have to use a lot of wafers... The current shortage could continue until 2030, so we expect more than a 20% shortage of the wafers.\" -Chey Tae-won (SK Group Chairman)\n\n\"Without the HBM memory, there is no AI supercomputer.\" -Jensen Huang\n\nI've been calling the Context Trade since $62. It was never just my opinion.\n\nWhat exactly are you waiting for?", "reply_text": null, "parent_text": null, "quoted_text": "$MU Bargain of the Century\n\nPE Ratio: 15.5\nSales Ratio: 2.33\n\n50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2", "parent_author": null, "ret_m1d": -0.06703934362936748, "ret_signed_m1d": -0.06703934362936748, "alpha_spy_m1d": -0.04971094224395145, "alpha_c_m1d": -0.02509844633802316, "bench_spy_m1d": -0.017328401385416026, "bench_c_m1d": -0.041940897291344315, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0009682531923679664, "ret_signed_p1d": -0.0009682531923679664, "alpha_spy_p1d": 0.004993309651866136, "alpha_c_p1d": 0.04709228885567803, "bench_spy_p1d": -0.005961562844234103, "bench_c_p1d": -0.048060542048045996, "ret_p1w": 0.1460530403171981, "ret_signed_p1w": 0.1460530403171981, "alpha_spy_p1w": 0.15734335086842985, "alpha_c_p1w": 0.11234882399599497, "bench_spy_p1w": -0.011290310551231753, "bench_c_p1w": 0.03370421632120313, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.499, -0.5185, -0.527, -0.5564, -0.548, -0.5515, -0.5775, -0.5769, -0.5999, -0.6136, -0.5691, -0.5904, -0.576, -0.5642, -0.5565, -0.5167, -0.5237, -0.5178, -0.519, -0.4924, -0.486, -0.4765, -0.4826, -0.4806, -0.4674, -0.4574, -0.4519, -0.4527, -0.429, -0.4366, -0.4293, -0.4361, -0.4285, -0.3826, -0.3631, -0.2995, -0.2924, -0.26, -0.2001, -0.2219, -0.185, -0.1825, -0.2455, -0.2452, -0.2592, -0.2486, -0.1877, -0.1979, -0.1979, -0.1309, -0.0852, -0.0873, -0.0491, 0.0067, 0.0264, 0.0312, -0.0124, -0.1083, -0.1385, -0.0721, -0.1292, -0.0931, -0.067, 0.0, -0.001, 0.0296, 0.0972, 0.1003, 0.1461, 0.0011, 0.0349, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2065637731850764537", "ticker_idx": 0, "ts": "2026-06-13T03:29:47+00:00", "symbol": "TSM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "You can't go wrong with $TSM", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Endorses TSM as a can't-miss holding.", "resolved_tickers": ["TSM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@JapanStockAlpha You can't go wrong with $TSM", "reply_text": null, "parent_text": "@TradexWhisperer I like $TSM👍", "quoted_text": null, "parent_author": "JapanStockAlpha", "ret_m1d": -0.0395786168152964, "ret_signed_m1d": -0.0395786168152964, "alpha_spy_m1d": -0.02225021542988037, "alpha_c_m1d": 0.0023622804760479177, "bench_spy_m1d": -0.017328401385416026, "bench_c_m1d": -0.041940897291344315, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03527414485617364, "ret_signed_p1d": -0.03527414485617364, "alpha_spy_p1d": -0.029312582011939536, "alpha_c_p1d": 0.012786397191872356, "bench_spy_p1d": -0.005961562844234103, "bench_c_p1d": -0.048060542048045996, "ret_p1w": 0.05951522404735421, "ret_signed_p1w": 0.05951522404735421, "alpha_spy_p1w": 0.07080553459858596, "alpha_c_p1w": 0.02581100772615108, "bench_spy_p1w": -0.011290310551231753, "bench_c_p1w": 0.03370421632120313, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.2325, -0.2343, -0.2558, -0.235, -0.2242, -0.214, -0.2629, -0.2615, -0.2846, -0.2362, -0.2282, -0.2337, -0.2337, -0.2275, -0.2195, -0.173, -0.1739, -0.1624, -0.1647, -0.1414, -0.1522, -0.1787, -0.1626, -0.1722, -0.1681, -0.1243, -0.1351, -0.0903, -0.0847, -0.1132, -0.1099, -0.1048, -0.1012, -0.0923, -0.1085, -0.0518, -0.0639, -0.0695, -0.0856, -0.1021, -0.0964, -0.0559, -0.0861, -0.1051, -0.1126, -0.0922, -0.0797, -0.0857, -0.0857, -0.0681, -0.0445, -0.0397, -0.0542, -0.0154, 0.0096, -0.013, 0.0056, -0.0616, -0.0353, -0.0328, -0.0761, -0.0461, -0.0396, 0.0, -0.0353, -0.021, 0.0469, 0.0469, 0.0595, -0.0114, -0.0114, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2067658613892772341", "ticker_idx": 0, "ts": "2026-06-18T17:20:03+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Holy Structural Shit… The ripple effect matters more than HBM itself.", "tweet_type": "analysis", "timeline": "years", "summary": "Bullish MU and DRAM broadly: HBM supply constraints drive $3.6T incremental non-HBM revenue upside through 2031.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "$MU $DRAM Holy Structural Shit\n\n\"HBM sales will add $1.4T in DRAM revenue by 2031 and an incremental $3.6T in non HBM revenue due to higher pricing from HBM related supply constraints.\"\n\nThe ripple effect matters more than HBM itself.\n\n-June Memory Research Report.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.08007129658116141, "ret_signed_m1d": -0.08007129658116141, "alpha_spy_m1d": -0.06978128926747007, "alpha_c_m1d": -0.025652259916965625, "bench_spy_m1d": -0.01029000731369134, "bench_c_m1d": -0.054419036664195786, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0, "ret_signed_p1d": 0.0, "alpha_spy_p1d": 0.0, "alpha_c_p1d": 0.0, "bench_spy_p1d": 0.0, "bench_c_p1d": 0.0, "ret_p1w": null, "ret_signed_p1w": null, "alpha_spy_p1w": null, "alpha_c_p1w": null, "bench_spy_p1w": null, "bench_c_p1w": null, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.6436, -0.6514, -0.6632, -0.6867, -0.6851, -0.7162, -0.7021, -0.6756, -0.677, -0.677, -0.6669, -0.667, -0.6413, -0.6283, -0.6291, -0.6238, -0.5894, -0.5977, -0.5968, -0.5987, -0.6046, -0.6037, -0.5701, -0.5752, -0.562, -0.5374, -0.5553, -0.5428, -0.5439, -0.5219, -0.4917, -0.4354, -0.4122, -0.4298, -0.3414, -0.2986, -0.324, -0.2913, -0.3157, -0.361, -0.399, -0.3838, -0.3545, -0.3279, -0.3377, -0.3377, -0.21, -0.1813, -0.1856, -0.1437, -0.0869, -0.0616, -0.048, -0.1217, -0.2381, -0.1629, -0.1747, -0.2135, -0.1218, -0.1344, -0.0406, -0.0999, -0.0801, 0.0, 0.0, 0.0682, -0.0725, -0.0725, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2067658613892772341", "ticker_idx": 1, "ts": "2026-06-18T17:20:03+00:00", "symbol": "DRAM", "kind": "sector", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "HBM sales will add $1.4T in DRAM revenue by 2031 and an incremental $3.6T in non HBM revenue due to higher pricing from HBM related supply constraints.", "tweet_type": "analysis", "timeline": "years", "summary": "Bullish MU and DRAM broadly: HBM supply constraints drive $3.6T incremental non-HBM revenue upside through 2031.", "resolved_tickers": ["MU", "000660.KS", "005930.KS"], "resolution_method": "basket", "resolution_reason": "DRAM sector basket: Micron, SK Hynix, Samsung", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "$MU $DRAM Holy Structural Shit\n\n\"HBM sales will add $1.4T in DRAM revenue by 2031 and an incremental $3.6T in non HBM revenue due to higher pricing from HBM related supply constraints.\"\n\nThe ripple effect matters more than HBM itself.\n\n-June Memory Research Report.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.028213920901098866, "ret_signed_m1d": -0.028213920901098866, "alpha_spy_m1d": -0.017923913587407525, "alpha_c_m1d": 0.02620511576309692, "bench_spy_m1d": -0.01029000731369134, "bench_c_m1d": -0.054419036664195786, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.018221906077875105, "ret_signed_p1d": 0.018221906077875105, "alpha_spy_p1d": 0.018221906077875105, "alpha_c_p1d": 0.018221906077875105, "bench_spy_p1d": 0.0, "bench_c_p1d": 0.0, "ret_p1w": null, "ret_signed_p1w": null, "alpha_spy_p1w": null, "alpha_c_p1w": null, "bench_spy_p1w": null, "bench_c_p1w": null, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.584, -0.5862, -0.606, -0.6138, -0.6238, -0.6507, -0.614, -0.6238, -0.6114, -0.6037, -0.5935, -0.5662, -0.568, -0.5583, -0.5617, -0.5472, -0.5275, -0.5218, -0.5262, -0.5237, -0.5144, -0.5156, -0.4976, -0.5044, -0.4868, -0.48, -0.4831, -0.4849, -0.4853, -0.4472, -0.4372, -0.3683, -0.349, -0.3538, -0.285, -0.2822, -0.269, -0.2475, -0.2979, -0.3005, -0.3298, -0.3243, -0.2689, -0.2665, -0.2698, -0.2503, -0.1771, -0.169, -0.1487, -0.101, -0.0716, -0.0631, -0.0745, -0.1478, -0.2373, -0.1506, -0.1931, -0.2029, -0.1443, -0.1182, -0.0699, -0.0697, -0.0282, 0.0, 0.0182, -0.0439, -0.0591, -0.0725, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2065851417915691169", "ticker_idx": 0, "ts": "2026-06-13T17:38:54+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Supply catches up? Never", "tweet_type": "prediction", "timeline": "years", "summary": "DRAM supply never catches up: HBM consumes 30-40% of wafers, new fabs cover only a fraction of demand — structurally bullish MU and DRAM.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "$MU $DRAM Wanna know when supply catches up?\n\n→ HBM eats 30% of all DRAM wafers next year. Possibly 40% by 2028.\n\n→ That leaves 60% for everything else, Mobile, PC, Server, Automotive.\n\n→ New fabs are only a fraction of future demand.\n\nNever https://t.co/RVihBIC5cZ", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.09777663934196312, "ret_signed_m1d": -0.09777663934196312, "alpha_spy_m1d": -0.0804482379565471, "alpha_c_m1d": -0.05583574205061881, "bench_spy_m1d": -0.017328401385416026, "bench_c_m1d": -0.041940897291344315, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.06179282996369051, "ret_signed_p1d": -0.06179282996369051, "alpha_spy_p1d": -0.05583126711945641, "alpha_c_p1d": -0.013732287915644514, "bench_spy_p1d": -0.005961562844234103, "bench_c_p1d": -0.048060542048045996, "ret_p1w": 0.11341098333253674, "ret_signed_p1w": 0.11341098333253674, "alpha_spy_p1w": 0.1247012938837685, "alpha_c_p1w": 0.07970676701133361, "bench_spy_p1w": -0.011290310551231753, "bench_c_p1w": 0.03370421632120313, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.5758, -0.5918, -0.6115, -0.6285, -0.6366, -0.649, -0.6734, -0.6718, -0.7042, -0.6895, -0.6619, -0.6634, -0.6634, -0.6528, -0.653, -0.6262, -0.6126, -0.6134, -0.6079, -0.572, -0.5807, -0.5797, -0.5817, -0.5878, -0.587, -0.5519, -0.5572, -0.5435, -0.5179, -0.5365, -0.5235, -0.5247, -0.5016, -0.4702, -0.4116, -0.3873, -0.4057, -0.3136, -0.269, -0.2954, -0.2614, -0.2867, -0.3339, -0.3736, -0.3578, -0.3272, -0.2995, -0.3097, -0.3097, -0.1766, -0.1467, -0.1512, -0.1075, -0.0482, -0.022, -0.0077, -0.0846, -0.2059, -0.1275, -0.1398, -0.1802, -0.0847, -0.0978, 0.0, -0.0618, -0.0412, 0.0423, 0.0423, 0.1134, -0.0333, -0.0333, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2065851417915691169", "ticker_idx": 1, "ts": "2026-06-13T17:38:54+00:00", "symbol": "DRAM", "kind": "sector", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "HBM eats 30% of all DRAM wafers next year. Possibly 40% by 2028. New fabs are only a fraction of future demand. Never", "tweet_type": "prediction", "timeline": "years", "summary": "DRAM supply never catches up: HBM consumes 30-40% of wafers, new fabs cover only a fraction of demand — structurally bullish MU and DRAM.", "resolved_tickers": ["MU", "000660.KS", "005930.KS"], "resolution_method": "basket", "resolution_reason": "DRAM sector basket: Micron, SK Hynix, Samsung", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "$MU $DRAM Wanna know when supply catches up?\n\n→ HBM eats 30% of all DRAM wafers next year. Possibly 40% by 2028.\n\n→ That leaves 60% for everything else, Mobile, PC, Server, Automotive.\n\n→ New fabs are only a fraction of future demand.\n\nNever https://t.co/RVihBIC5cZ", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.06703934362936748, "ret_signed_m1d": -0.06703934362936748, "alpha_spy_m1d": -0.04971094224395145, "alpha_c_m1d": -0.02509844633802316, "bench_spy_m1d": -0.017328401385416026, "bench_c_m1d": -0.041940897291344315, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0009682531923679664, "ret_signed_p1d": -0.0009682531923679664, "alpha_spy_p1d": 0.004993309651866136, "alpha_c_p1d": 0.04709228885567803, "bench_spy_p1d": -0.005961562844234103, "bench_c_p1d": -0.048060542048045996, "ret_p1w": 0.1460530403171981, "ret_signed_p1w": 0.1460530403171981, "alpha_spy_p1w": 0.15734335086842985, "alpha_c_p1w": 0.11234882399599497, "bench_spy_p1w": -0.011290310551231753, "bench_c_p1w": 0.03370421632120313, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.499, -0.5185, -0.527, -0.5564, -0.548, -0.5515, -0.5775, -0.5769, -0.5999, -0.6136, -0.5691, -0.5904, -0.576, -0.5642, -0.5565, -0.5167, -0.5237, -0.5178, -0.519, -0.4924, -0.486, -0.4765, -0.4826, -0.4806, -0.4674, -0.4574, -0.4519, -0.4527, -0.429, -0.4366, -0.4293, -0.4361, -0.4285, -0.3826, -0.3631, -0.2995, -0.2924, -0.26, -0.2001, -0.2219, -0.185, -0.1825, -0.2455, -0.2452, -0.2592, -0.2486, -0.1877, -0.1979, -0.1979, -0.1309, -0.0852, -0.0873, -0.0491, 0.0067, 0.0264, 0.0312, -0.0124, -0.1083, -0.1385, -0.0721, -0.1292, -0.0931, -0.067, 0.0, -0.001, 0.0296, 0.0972, 0.1003, 0.1461, 0.0011, 0.0349, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2065662306659516455", "ticker_idx": 0, "ts": "2026-06-13T05:07:26+00:00", "symbol": "memory stocks", "kind": "sector", "geography": "Korea", "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "Memory Stocks Moon", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish on Korean memory stocks if South Korea wins; implied long on the sector.", "resolved_tickers": ["000660.KS", "005930.KS"], "resolution_method": "basket", "resolution_reason": "Korean memory stocks: SK Hynix and Samsung Electronics", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@rokhardsolid Then let's root for South Korea. Memory Stocks Moon.", "reply_text": null, "parent_text": "@TradexWhisperer Korea winning will send the Kospi to 10K", "quoted_text": null, "parent_author": "rokhardsolid", "ret_m1d": -0.05167069577306965, "ret_signed_m1d": -0.05167069577306965, "alpha_spy_m1d": -0.03434229438765363, "alpha_c_m1d": -0.009729798481725338, "bench_spy_m1d": -0.017328401385416026, "bench_c_m1d": -0.041940897291344315, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.029444035193293305, "ret_signed_p1d": 0.029444035193293305, "alpha_spy_p1d": 0.03540559803752741, "alpha_c_p1d": 0.0775045772413393, "bench_spy_p1d": -0.005961562844234103, "bench_c_p1d": -0.048060542048045996, "ret_p1w": 0.16237406880952876, "ret_signed_p1w": 0.16237406880952876, "alpha_spy_p1w": 0.1736643793607605, "alpha_c_p1w": 0.12866985248832563, "bench_spy_p1w": -0.011290310551231753, "bench_c_p1w": 0.03370421632120313, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.4606, -0.4818, -0.4847, -0.5203, -0.5037, -0.5028, -0.5295, -0.5295, -0.5477, -0.5756, -0.5226, -0.554, -0.5323, -0.5199, -0.5083, -0.462, -0.4793, -0.47, -0.4745, -0.4526, -0.4387, -0.4249, -0.4331, -0.427, -0.4076, -0.4101, -0.3993, -0.4073, -0.3846, -0.3866, -0.3822, -0.3919, -0.3919, -0.3389, -0.3389, -0.2555, -0.2358, -0.2332, -0.1656, -0.1851, -0.1469, -0.1304, -0.2012, -0.1811, -0.21, -0.2092, -0.1318, -0.1419, -0.1419, -0.108, -0.0544, -0.0554, -0.0198, 0.0342, 0.0506, 0.0506, 0.0237, -0.0595, -0.144, -0.0382, -0.1036, -0.0972, -0.0517, 0.0, 0.0294, 0.065, 0.1246, 0.1292, 0.1624, 0.0183, 0.069, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2067637422771597693", "ticker_idx": 0, "ts": "2026-06-18T15:55:51+00:00", "symbol": "semiconductors", "kind": "sector", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Patient semiconductor investors will become multi millionaires next 5 years.", "tweet_type": "prediction", "timeline": "years", "summary": "Bullish semiconductors over next 5 years; expects massive wealth creation for patient investors.", "resolved_tickers": ["SMH"], "resolution_method": "etf", "resolution_reason": "Broad semiconductor sector ETF SMH", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "reply_other", "lang": "en", "tweet_text": "@suchmoon_ Patient semiconductor investors will become multi millionaires next 5 years.", "reply_text": null, "parent_text": "@TradexWhisperer Thanks for the warm reply!😊\n\nSemiconductors are incredible, right? \nI'm certain the field has a massive future ahead!😆\n\nThank you for supporting Team Japan!⚽️\nSending good vibes to Team USA for a win over Australia.🇺🇸\n\nLet's stay in touch!\nSending love from Japan☺️\n\nP.S. \nBy", "quoted_text": null, "parent_author": "suchmoon_", "ret_m1d": -0.054419036664195786, "ret_signed_m1d": -0.054419036664195786, "alpha_spy_m1d": -0.044129029350504445, "alpha_c_m1d": -0.044129029350504445, "bench_spy_m1d": -0.01029000731369134, "bench_c_m1d": -0.01029000731369134, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0, "ret_signed_p1d": 0.0, "alpha_spy_p1d": 0.0, "alpha_c_p1d": 0.0, "bench_spy_p1d": 0.0, "bench_c_p1d": 0.0, "ret_p1w": null, "ret_signed_p1w": null, "alpha_spy_p1w": null, "alpha_c_p1w": null, "bench_spy_p1w": null, "bench_c_p1w": null, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.4069, -0.402, -0.3953, -0.4229, -0.4329, -0.4506, -0.419, -0.406, -0.4055, -0.4055, -0.3999, -0.394, -0.3591, -0.3479, -0.3379, -0.3282, -0.315, -0.3135, -0.3108, -0.2966, -0.2969, -0.2958, -0.2774, -0.2698, -0.2325, -0.2328, -0.2556, -0.2429, -0.2321, -0.2274, -0.232, -0.2079, -0.1669, -0.1815, -0.1415, -0.1266, -0.1495, -0.1325, -0.1236, -0.1569, -0.1723, -0.1757, -0.1443, -0.1394, -0.1266, -0.1266, -0.0875, -0.0976, -0.091, -0.0924, -0.0789, -0.0419, -0.0333, -0.049, -0.1367, -0.0935, -0.1044, -0.1348, -0.0764, -0.0605, -0.0194, -0.0665, -0.0544, 0.0, 0.0, 0.0137, -0.0573, -0.0573, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2056573996389519726", "ticker_idx": 0, "ts": "2026-05-19T03:13:44+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Seems a little aggressive but I will take it", "tweet_type": "analysis", "timeline": "years", "summary": "Bullish memory stocks (MU, SNDK, DRAM) on Nomura's $1.4T 2030 data-center memory revenue estimate.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "$1.4 trillion.\n\nThat is Nomura's 2030 Data Center ONLY memory revenue estimate.\n\nSeems a little aggressive but I will take it.\n\n$MU $SNDK $DRAM", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.024615754711937887, "ret_signed_m1d": -0.024615754711937887, "alpha_spy_m1d": -0.031321206392103784, "alpha_c_m1d": -0.028660079814905925, "bench_spy_m1d": 0.006705451680165897, "bench_c_m1d": 0.004044325102968038, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.04758565484257904, "ret_signed_p1d": 0.04758565484257904, "alpha_spy_p1d": 0.037336660260015586, "alpha_c_p1d": 0.00953147744769045, "bench_spy_p1d": 0.010248994582563453, "bench_c_p1d": 0.03805417739488859, "ret_p1w": 0.28213644188636144, "ret_signed_p1w": 0.28213644188636144, "alpha_spy_p1w": 0.25915791431021007, "alpha_c_p1w": 0.17518006581888312, "bench_spy_p1w": 0.022978527576151375, "bench_c_p1w": 0.10695637606747832, "ret_p1m": 0.4929586913385877, "ret_signed_p1m": 0.4929586913385877, "alpha_spy_p1m": 0.4831049249283621, "alpha_c_p1m": 0.3458707703544044, "bench_spy_p1m": 0.009853766410225617, "bench_c_p1m": 0.14708792098418333, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.403, -0.3875, -0.3978, -0.402, -0.3863, -0.4055, -0.4101, -0.4097, -0.4569, -0.4267, -0.432, -0.4703, -0.4431, -0.4233, -0.401, -0.4201, -0.3904, -0.368, -0.3395, -0.3395, -0.3645, -0.395, -0.4216, -0.4342, -0.4534, -0.4915, -0.489, -0.5395, -0.5165, -0.4736, -0.4759, -0.4759, -0.4594, -0.4596, -0.4179, -0.3968, -0.3981, -0.3895, -0.3336, -0.3471, -0.3456, -0.3487, -0.3582, -0.3569, -0.3023, -0.3106, -0.2891, -0.2493, -0.2783, -0.258, -0.2599, -0.224, -0.175, -0.0838, -0.046, -0.0746, 0.0688, 0.1382, 0.0971, 0.1501, 0.1106, 0.0371, -0.0246, 0.0, 0.0476, 0.0907, 0.0748, 0.0748, 0.2821, 0.3287, 0.3217, 0.3896, 0.482, 0.5229, 0.545, 0.4254, 0.2365, 0.3586, 0.3394, 0.2764, 0.4252, 0.4048, 0.5571, 0.4609, 0.493, 0.6229, 0.6229, 0.7337, 0.5052, 0.5052, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2056573996389519726", "ticker_idx": 1, "ts": "2026-05-19T03:13:44+00:00", "symbol": "SNDK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Seems a little aggressive but I will take it", "tweet_type": "analysis", "timeline": "years", "summary": "Bullish memory stocks (MU, SNDK, DRAM) on Nomura's $1.4T 2030 data-center memory revenue estimate.", "resolved_tickers": ["SNDK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "original", "lang": "en", "tweet_text": "$1.4 trillion.\n\nThat is Nomura's 2030 Data Center ONLY memory revenue estimate.\n\nSeems a little aggressive but I will take it.\n\n$MU $SNDK $DRAM", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.036348146720518115, "ret_signed_m1d": -0.036348146720518115, "alpha_spy_m1d": -0.04305359840068401, "alpha_c_m1d": -0.042813174959216105, "bench_spy_m1d": 0.006705451680165897, "bench_c_m1d": 0.00646502823869799, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.006701428673290044, "ret_signed_p1d": 0.006701428673290044, "alpha_spy_p1d": -0.003547565909273409, "alpha_c_p1d": -0.01581069330977236, "bench_spy_p1d": 0.010248994582563453, "bench_c_p1d": 0.022512121983062405, "ret_p1w": 0.1491082881688457, "ret_signed_p1w": 0.1491082881688457, "alpha_spy_p1w": 0.12612976059269432, "alpha_c_p1w": 0.0804174182476336, "bench_spy_p1w": 0.022978527576151375, "bench_c_p1w": 0.0686908699212121, "ret_p1m": 0.41604435332713496, "ret_signed_p1m": 0.41604435332713496, "alpha_spy_p1m": 0.40619058691690935, "alpha_c_p1m": 0.3435437613925252, "bench_spy_p1m": 0.009853766410225617, "bench_c_p1m": 0.07250059193460978, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.551, -0.5301, -0.5182, -0.5384, -0.5428, -0.5287, -0.5407, -0.5525, -0.5913, -0.5669, -0.5911, -0.6188, -0.5744, -0.5526, -0.5262, -0.5526, -0.5217, -0.4913, -0.4794, -0.4551, -0.4418, -0.4869, -0.4922, -0.4922, -0.51, -0.564, -0.5548, -0.5861, -0.5407, -0.4992, -0.4928, -0.4928, -0.4762, -0.4862, -0.4355, -0.3844, -0.3842, -0.3114, -0.3172, -0.3554, -0.3353, -0.3342, -0.34, -0.3469, -0.2922, -0.3259, -0.2844, -0.2263, -0.2754, -0.2307, -0.2073, -0.1419, -0.0921, 0.0166, 0.0193, -0.0313, 0.1294, 0.1188, 0.0497, 0.0462, -0.0004, 0.0176, -0.0363, 0.0, 0.0067, 0.1149, 0.069, 0.069, 0.1491, 0.1494, 0.1868, 0.2253, 0.2734, 0.2408, 0.324, 0.2721, 0.1273, 0.187, 0.1903, 0.1879, 0.3602, 0.4314, 0.5238, 0.4397, 0.416, 0.5794, 0.5794, 0.6437, 0.4195, 0.4195, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2067421925933199389", "ticker_idx": 0, "ts": "2026-06-18T01:39:32+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Explosive AI demand from Google, Microsoft, Meta, and Amazon has quadrupled memory and storage chip prices since last year. Prices expected to keep rising into 2027.", "tweet_type": "analysis", "timeline": "years", "summary": "Memory/DRAM supercycle driven by AI server demand + consumer AI inflection; prices rising into 2027, bullish MU, SNDK, Kioxia.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "$MU $DRAM $SNDK $KIOXIA \"100-Year Flood.\"\n\n$AAPL CEO Tim Cook told WSJ, “Unfortunately, price increases are unavoidable.\"\n\nTim Cook called it a \"hundred year flood.\" Unprecedented in his 40+ years. \n\nApple needs more DRAM for upcoming AI features including a rebooted Siri. Consumer AI is now about to kick in. Second vector.\n\nExplosive AI demand from Google, Microsoft, Meta, and Amazon has quadrupled memory and storage chip prices since last year. AI servers are prioritized, leaving less supply for consumer devices.\n\nPrices expected to keep rising into 2027.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.08007129658116141, "ret_signed_m1d": -0.08007129658116141, "alpha_spy_m1d": -0.06978128926747007, "alpha_c_m1d": -0.025652259916965625, "bench_spy_m1d": -0.01029000731369134, "bench_c_m1d": -0.054419036664195786, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0, "ret_signed_p1d": 0.0, "alpha_spy_p1d": 0.0, "alpha_c_p1d": 0.0, "bench_spy_p1d": 0.0, "bench_c_p1d": 0.0, "ret_p1w": null, "ret_signed_p1w": null, "alpha_spy_p1w": null, "alpha_c_p1w": null, "bench_spy_p1w": null, "bench_c_p1w": null, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.6436, -0.6514, -0.6632, -0.6867, -0.6851, -0.7162, -0.7021, -0.6756, -0.677, -0.677, -0.6669, -0.667, -0.6413, -0.6283, -0.6291, -0.6238, -0.5894, -0.5977, -0.5968, -0.5987, -0.6046, -0.6037, -0.5701, -0.5752, -0.562, -0.5374, -0.5553, -0.5428, -0.5439, -0.5219, -0.4917, -0.4354, -0.4122, -0.4298, -0.3414, -0.2986, -0.324, -0.2913, -0.3157, -0.361, -0.399, -0.3838, -0.3545, -0.3279, -0.3377, -0.3377, -0.21, -0.1813, -0.1856, -0.1437, -0.0869, -0.0616, -0.048, -0.1217, -0.2381, -0.1629, -0.1747, -0.2135, -0.1218, -0.1344, -0.0406, -0.0999, -0.0801, 0.0, 0.0, 0.0682, -0.0725, -0.0725, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2067421925933199389", "ticker_idx": 1, "ts": "2026-06-18T01:39:32+00:00", "symbol": "SNDK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Prices expected to keep rising into 2027.", "tweet_type": "analysis", "timeline": "years", "summary": "Memory/DRAM supercycle driven by AI server demand + consumer AI inflection; prices rising into 2027, bullish MU, SNDK, Kioxia.", "resolved_tickers": ["SNDK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "original", "lang": "en", "tweet_text": "$MU $DRAM $SNDK $KIOXIA \"100-Year Flood.\"\n\n$AAPL CEO Tim Cook told WSJ, “Unfortunately, price increases are unavoidable.\"\n\nTim Cook called it a \"hundred year flood.\" Unprecedented in his 40+ years. \n\nApple needs more DRAM for upcoming AI features including a rebooted Siri. Consumer AI is now about to kick in. Second vector.\n\nExplosive AI demand from Google, Microsoft, Meta, and Amazon has quadrupled memory and storage chip prices since last year. AI servers are prioritized, leaving less supply for consumer devices.\n\nPrices expected to keep rising into 2027.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.1034214217516306, "ret_signed_m1d": -0.1034214217516306, "alpha_spy_m1d": -0.09313141443793926, "alpha_c_m1d": -0.07396048124041343, "bench_spy_m1d": -0.01029000731369134, "bench_c_m1d": -0.02946094051121717, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0, "ret_signed_p1d": 0.0, "alpha_spy_p1d": 0.0, "alpha_c_p1d": 0.0, "bench_spy_p1d": 0.0, "bench_c_p1d": 0.0, "ret_p1w": null, "ret_signed_p1w": null, "alpha_spy_p1w": null, "alpha_c_p1w": null, "bench_spy_p1w": null, "bench_c_p1w": null, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.6785, -0.6785, -0.6897, -0.7239, -0.7181, -0.738, -0.7092, -0.6829, -0.6789, -0.6789, -0.6683, -0.6747, -0.6426, -0.6102, -0.6101, -0.564, -0.5677, -0.5918, -0.5791, -0.5784, -0.5821, -0.5865, -0.5519, -0.5732, -0.5469, -0.5101, -0.5412, -0.5129, -0.4981, -0.4567, -0.4252, -0.3563, -0.3546, -0.3867, -0.2849, -0.2917, -0.3354, -0.3376, -0.3671, -0.3557, -0.3899, -0.3668, -0.3626, -0.2941, -0.3232, -0.3232, -0.2724, -0.2723, -0.2486, -0.2242, -0.1938, -0.2144, -0.1617, -0.1946, -0.2863, -0.2484, -0.2463, -0.2479, -0.1388, -0.0937, -0.0352, -0.0884, -0.1034, 0.0, 0.0, 0.0407, -0.1012, -0.1012, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2067421925933199389", "ticker_idx": 2, "ts": "2026-06-18T01:39:32+00:00", "symbol": "KIOXIA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Prices expected to keep rising into 2027.", "tweet_type": "analysis", "timeline": "years", "summary": "Memory/DRAM supercycle driven by AI server demand + consumer AI inflection; prices rising into 2027, bullish MU, SNDK, Kioxia.", "resolved_tickers": ["285A.T"], "resolution_method": "exchange_ticker", "resolution_reason": "Kioxia listed on TSE as 285A.T since 2024", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "$MU $DRAM $SNDK $KIOXIA \"100-Year Flood.\"\n\n$AAPL CEO Tim Cook told WSJ, “Unfortunately, price increases are unavoidable.\"\n\nTim Cook called it a \"hundred year flood.\" Unprecedented in his 40+ years. \n\nApple needs more DRAM for upcoming AI features including a rebooted Siri. Consumer AI is now about to kick in. Second vector.\n\nExplosive AI demand from Google, Microsoft, Meta, and Amazon has quadrupled memory and storage chip prices since last year. AI servers are prioritized, leaving less supply for consumer devices.\n\nPrices expected to keep rising into 2027.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.009287925696594423, "ret_signed_m1d": -0.009287925696594423, "alpha_spy_m1d": 0.0010020816170969171, "alpha_c_m1d": 0.04513111096760136, "bench_spy_m1d": -0.01029000731369134, "bench_c_m1d": -0.054419036664195786, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.12074303405572762, "ret_signed_p1d": 0.12074303405572762, "alpha_spy_p1d": 0.12074303405572762, "alpha_c_p1d": 0.12074303405572762, "bench_spy_p1d": 0.0, "bench_c_p1d": 0.0, "ret_p1w": null, "ret_signed_p1w": null, "alpha_spy_p1w": null, "alpha_c_p1w": null, "bench_spy_p1w": null, "bench_c_p1w": null, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.7785, -0.7822, -0.7684, -0.7816, -0.7908, -0.7934, -0.8031, -0.775, -0.7823, -0.7745, -0.7647, -0.7599, -0.7152, -0.7141, -0.689, -0.6773, -0.6388, -0.6655, -0.6505, -0.6849, -0.6851, -0.6621, -0.6409, -0.6349, -0.6431, -0.634, -0.6252, -0.6252, -0.6124, -0.6243, -0.6243, -0.6243, -0.6243, -0.552, -0.5409, -0.5259, -0.5243, -0.4788, -0.4999, -0.5413, -0.469, -0.4864, -0.4707, -0.4289, -0.4076, -0.3246, -0.3554, -0.3751, -0.3676, -0.3204, -0.2518, -0.1998, -0.1942, -0.2062, -0.1936, -0.2582, -0.211, -0.2724, -0.2215, -0.162, -0.0618, -0.0225, -0.0093, 0.0, 0.1207, 0.1218, -0.0476, -0.0454, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2067421925933199389", "ticker_idx": 3, "ts": "2026-06-18T01:39:32+00:00", "symbol": "DRAM", "kind": "sector", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Apple needs more DRAM for upcoming AI features including a rebooted Siri. Consumer AI is now about to kick in. Second vector.", "tweet_type": "analysis", "timeline": "years", "summary": "Memory/DRAM supercycle driven by AI server demand + consumer AI inflection; prices rising into 2027, bullish MU, SNDK, Kioxia.", "resolved_tickers": ["MU", "000660.KS", "005930.KS"], "resolution_method": "basket", "resolution_reason": "DRAM sector basket: Micron, SK Hynix, Samsung", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "$MU $DRAM $SNDK $KIOXIA \"100-Year Flood.\"\n\n$AAPL CEO Tim Cook told WSJ, “Unfortunately, price increases are unavoidable.\"\n\nTim Cook called it a \"hundred year flood.\" Unprecedented in his 40+ years. \n\nApple needs more DRAM for upcoming AI features including a rebooted Siri. Consumer AI is now about to kick in. Second vector.\n\nExplosive AI demand from Google, Microsoft, Meta, and Amazon has quadrupled memory and storage chip prices since last year. AI servers are prioritized, leaving less supply for consumer devices.\n\nPrices expected to keep rising into 2027.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.06176310070117996, "ret_signed_m1d": -0.06176310070117996, "alpha_spy_m1d": -0.05147309338748862, "alpha_c_m1d": -0.007344064036984177, "bench_spy_m1d": -0.01029000731369134, "bench_c_m1d": -0.054419036664195786, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0019914809820415678, "ret_signed_p1d": 0.0019914809820415678, "alpha_spy_p1d": 0.0019914809820415678, "alpha_c_p1d": 0.0019914809820415678, "bench_spy_p1d": 0.0, "bench_c_p1d": 0.0, "ret_p1w": null, "ret_signed_p1w": null, "alpha_spy_p1w": null, "alpha_c_p1w": null, "bench_spy_p1w": null, "bench_c_p1w": null, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.5944, -0.5873, -0.5908, -0.6145, -0.614, -0.6349, -0.6468, -0.6061, -0.6253, -0.6124, -0.6014, -0.5946, -0.5587, -0.5646, -0.5595, -0.5607, -0.5363, -0.5309, -0.5222, -0.5276, -0.5262, -0.5146, -0.5049, -0.4999, -0.5005, -0.479, -0.4863, -0.4793, -0.4856, -0.4782, -0.4372, -0.4184, -0.3607, -0.355, -0.3243, -0.2703, -0.2903, -0.2574, -0.2552, -0.3125, -0.3129, -0.3247, -0.3144, -0.2598, -0.2694, -0.2694, -0.207, -0.1664, -0.169, -0.1334, -0.0813, -0.0627, -0.0582, -0.0987, -0.1865, -0.212, -0.1538, -0.2054, -0.1715, -0.148, -0.0863, -0.0888, -0.0618, 0.0, 0.002, 0.0435, -0.0886, -0.0574, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2058447334833635645", "ticker_idx": 0, "ts": "2026-05-24T07:17:43+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "start buying the mothership. Nvidia is the whole reason why the entire market is exploding", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish NVDA; recommends rotating into Nvidia as the core driver of the entire market rally.", "resolved_tickers": ["NVDA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@shortelonmusk To show gratitude, I think we should all start taking small profits on memory, optics, servers and CPU and start buying the mothership. Nvidia is the whole reason why the entire market is exploding.", "reply_text": null, "parent_text": "@TradexWhisperer What’s your take on NVDA?", "quoted_text": null, "parent_author": "shortelonmusk", "ret_m1d": 0.0021874664274099676, "ret_signed_m1d": 0.0021874664274099676, "alpha_spy_m1d": 0.008782326866375478, "alpha_c_m1d": 0.04506787081191832, "bench_spy_m1d": -0.006594860438965511, "bench_c_m1d": -0.04288040438450835, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.010518481304186755, "ret_signed_p1d": -0.010518481304186755, "alpha_spy_p1d": -0.010345239139440743, "alpha_c_p1d": 0.000508878590362527, "bench_spy_p1d": -0.0001732421647460125, "bench_c_p1d": -0.011027359894549282, "ret_p1w": 0.037047359721765316, "ret_signed_p1w": 0.037047359721765316, "alpha_spy_p1w": 0.025083459638715055, "alpha_c_p1w": -0.012891203723109257, "bench_spy_p1w": 0.01196390008305026, "bench_c_p1w": 0.04993856344487457, "ret_p1m": -0.067890095987301, "ret_signed_p1m": -0.067890095987301, "alpha_spy_p1m": -0.047745741647804874, "alpha_c_p1m": -0.10095545065594203, "bench_spy_p1m": -0.02014435433949613, "bench_c_p1m": 0.03306535466864102, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.067890095987301, "alpha_spy_stated": -0.047745741647804874, "alpha_c_stated": -0.10095545065594203, "price_path": [-0.1395, -0.1754, -0.1507, -0.1621, -0.1481, -0.1467, -0.1724, -0.15, -0.1401, -0.1342, -0.1476, -0.1611, -0.1473, -0.1533, -0.1604, -0.1689, -0.1962, -0.1825, -0.1846, -0.1684, -0.203, -0.2203, -0.2313, -0.1883, -0.182, -0.1744, -0.1744, -0.1732, -0.1711, -0.1526, -0.144, -0.1221, -0.1189, -0.0854, -0.0744, -0.0768, -0.0613, -0.0596, -0.0697, -0.0575, -0.0708, -0.0307, 0.0081, -0.0079, -0.0261, -0.0712, -0.0764, -0.0762, -0.0855, -0.0327, -0.0156, 0.0016, 0.0213, 0.0276, 0.0511, 0.0972, 0.0487, 0.0347, 0.0268, 0.0401, 0.0216, 0.0022, 0.0022, 0.0, -0.0105, -0.0028, -0.0173, 0.0442, 0.037, -0.0005, 0.0189, -0.0443, -0.0278, -0.0299, -0.0661, -0.0454, -0.0439, -0.0101, -0.0335, -0.0464, -0.0183, -0.0183, -0.0278, -0.0679, -0.0679, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2065853159625634235", "ticker_idx": 0, "ts": "2026-06-13T17:45:49+00:00", "symbol": "HBM", "kind": "sector", "geography": null, "sub_sector": "HBM", "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "HBM is going to the moon", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish on HBM memory; expects a major price surge.", "resolved_tickers": ["MU", "000660.KS", "005930.KS"], "resolution_method": "basket", "resolution_reason": "HBM sub-sector basket: Micron, SK Hynix, Samsung", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@Junjunjun120511 HBM is going to the moon", "reply_text": null, "parent_text": "@TradexWhisperer 要するに2つとも爆上げで合っていますか？🚀", "quoted_text": null, "parent_author": "Junjunjun120511", "ret_m1d": -0.06703934362936748, "ret_signed_m1d": -0.06703934362936748, "alpha_spy_m1d": -0.04971094224395145, "alpha_c_m1d": -0.02509844633802316, "bench_spy_m1d": -0.017328401385416026, "bench_c_m1d": -0.041940897291344315, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0009682531923679664, "ret_signed_p1d": -0.0009682531923679664, "alpha_spy_p1d": 0.004993309651866136, "alpha_c_p1d": 0.04709228885567803, "bench_spy_p1d": -0.005961562844234103, "bench_c_p1d": -0.048060542048045996, "ret_p1w": 0.1460530403171981, "ret_signed_p1w": 0.1460530403171981, "alpha_spy_p1w": 0.15734335086842985, "alpha_c_p1w": 0.11234882399599497, "bench_spy_p1w": -0.011290310551231753, "bench_c_p1w": 0.03370421632120313, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.499, -0.5185, -0.527, -0.5564, -0.548, -0.5515, -0.5775, -0.5769, -0.5999, -0.6136, -0.5691, -0.5904, -0.576, -0.5642, -0.5565, -0.5167, -0.5237, -0.5178, -0.519, -0.4924, -0.486, -0.4765, -0.4826, -0.4806, -0.4674, -0.4574, -0.4519, -0.4527, -0.429, -0.4366, -0.4293, -0.4361, -0.4285, -0.3826, -0.3631, -0.2995, -0.2924, -0.26, -0.2001, -0.2219, -0.185, -0.1825, -0.2455, -0.2452, -0.2592, -0.2486, -0.1877, -0.1979, -0.1979, -0.1309, -0.0852, -0.0873, -0.0491, 0.0067, 0.0264, 0.0312, -0.0124, -0.1083, -0.1385, -0.0721, -0.1292, -0.0931, -0.067, 0.0, -0.001, 0.0296, 0.0972, 0.1003, 0.1461, 0.0011, 0.0349, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2057864494110663046", "ticker_idx": 0, "ts": "2026-05-22T16:41:43+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Super hyper long.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Strongly endorses long MU position from parent.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@dmendel305 Super hyper long.", "reply_text": null, "parent_text": "@TradexWhisperer Long $dram and $mu", "quoted_text": null, "parent_author": "dmendel305", "ret_m1d": 0.0147802604340046, "ret_signed_m1d": 0.0147802604340046, "alpha_spy_m1d": 0.018696412964940956, "alpha_c_m1d": 0.029424906349720947, "bench_spy_m1d": -0.0039161525309363565, "bench_c_m1d": -0.014644645915716348, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0, "ret_signed_p1d": 0.0, "alpha_spy_p1d": 0.0, "alpha_c_p1d": 0.0, "bench_spy_p1d": 0.0, "bench_c_p1d": 0.0, "ret_p1w": 0.292942743009321, "ret_signed_p1w": 0.292942743009321, "alpha_spy_p1w": 0.27840491203538487, "alpha_c_p1w": 0.2537110920788981, "bench_spy_p1w": 0.014537830973936128, "bench_c_p1w": 0.03923165093042291, "ret_p1m": 0.6130226429864347, "ret_signed_p1m": 0.6130226429864347, "alpha_spy_p1m": 0.6121271284866008, "alpha_c_p1m": 0.4523654305981366, "bench_spy_p1m": 0.0008955144998339382, "bench_c_p1m": 0.1606572123882981, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.6130226429864347, "alpha_spy_stated": 0.6121271284866008, "alpha_c_stated": 0.4523654305981366, "price_path": [-0.4436, -0.429, -0.4469, -0.4511, -0.4507, -0.4946, -0.4666, -0.4715, -0.5071, -0.4818, -0.4635, -0.4427, -0.4605, -0.4328, -0.412, -0.3855, -0.3854, -0.4087, -0.4371, -0.4618, -0.4736, -0.4914, -0.5269, -0.5245, -0.5715, -0.5501, -0.5102, -0.5123, -0.5123, -0.497, -0.4972, -0.4584, -0.4387, -0.44, -0.432, -0.3799, -0.3925, -0.3912, -0.394, -0.4029, -0.4016, -0.3509, -0.3586, -0.3386, -0.3015, -0.3285, -0.3096, -0.3114, -0.278, -0.2324, -0.1475, -0.1124, -0.139, -0.0056, 0.059, 0.0207, 0.0701, 0.0333, -0.0351, -0.0925, -0.0696, -0.0253, 0.0148, 0.0, 0.0, 0.1929, 0.2362, 0.2297, 0.2929, 0.3788, 0.4169, 0.4375, 0.3262, 0.1505, 0.264, 0.2462, 0.1876, 0.3261, 0.3071, 0.4487, 0.3592, 0.3891, 0.51, 0.51, 0.613, 0.4005, 0.4005, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2057551775247581377", "ticker_idx": 0, "ts": "2026-05-21T19:59:05+00:00", "symbol": "TSM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I like $TSM over $NVDA", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Prefers TSM over NVDA; decisive buy lean on TSM.", "resolved_tickers": ["TSM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@dramlonger GOAT. WTF is EUV? I like $TSM over $NVDA. Not financial advice.", "reply_text": null, "parent_text": "@TradexWhisperer rate https://t.co/GkBeOJ98Zs", "quoted_text": null, "parent_author": "dramlonger", "ret_m1d": -0.013582167821660218, "ret_signed_m1d": -0.013582167821660218, "alpha_spy_m1d": -0.01160300497409461, "alpha_c_m1d": -0.00791189996472852, "bench_spy_m1d": -0.0019791628475656076, "bench_c_m1d": -0.005670267856931699, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.006459499095438748, "ret_signed_p1d": -0.006459499095438748, "alpha_spy_p1d": -0.010391048172242678, "alpha_c_p1d": -0.021321798117831525, "bench_spy_p1d": 0.003931549076803931, "bench_c_p1d": 0.014862299022392778, "ret_p1w": 0.04349745160146412, "ret_signed_p1w": 0.04349745160146412, "alpha_spy_p1w": 0.02750217087745721, "alpha_c_p1w": -0.012764455724581625, "bench_spy_p1w": 0.01599528072400691, "bench_c_p1w": 0.056261907326045746, "ret_p1m": 0.13766971793315252, "ret_signed_p1m": 0.13766971793315252, "alpha_spy_p1m": 0.1296669694162682, "alpha_c_p1m": -0.024336338291674586, "bench_spy_p1m": 0.008002748516884317, "bench_c_p1m": 0.1620060562248271, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.13766971793315252, "alpha_spy_stated": 0.1296669694162682, "alpha_c_stated": -0.024336338291674586, "price_path": [-0.0937, -0.0552, -0.0504, -0.0771, -0.0826, -0.096, -0.1351, -0.1246, -0.1333, -0.17, -0.146, -0.1499, -0.1316, -0.1753, -0.1714, -0.1667, -0.1502, -0.166, -0.1679, -0.1914, -0.1687, -0.1569, -0.1459, -0.199, -0.1975, -0.2226, -0.17, -0.1613, -0.1673, -0.1673, -0.1606, -0.1519, -0.1013, -0.1023, -0.0898, -0.0923, -0.067, -0.0787, -0.1076, -0.09, -0.1005, -0.096, -0.0484, -0.0601, -0.0115, -0.0053, -0.0364, -0.0327, -0.0272, -0.0233, -0.0136, -0.0313, 0.0303, 0.0172, 0.0111, -0.0064, -0.0242, -0.0181, 0.026, -0.0069, -0.0275, -0.0357, -0.0136, 0.0, -0.0065, -0.0065, 0.0127, 0.0383, 0.0435, 0.0278, 0.0699, 0.0971, 0.0726, 0.0928, 0.0197, 0.0483, 0.051, 0.0039, 0.0366, 0.0437, 0.0867, 0.0483, 0.0639, 0.1377, 0.1377, 0.1513, 0.0743, 0.0743, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2058621107331268933", "ticker_idx": 0, "ts": "2026-05-24T18:48:13+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The discount will not last. The market is applying a cyclical discount to a structural business. That Micron is gone. It's now AI Cognitive Capacity, G1-G3 Context Enabler.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish MU: market wrongly prices it as cyclical; structural AI business warrants re-rating toward semi sector avg ~34x PE, implying $1,100–$1,600 targets.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "$MU Two firms. $1,100 price targets\n\nAnd $1,600 is still only 16x Forward PE.\nSemi sector average: 34x.\n\nThe market is applying a cyclical discount to a structural business. That Micron is gone. It's now AI Cognitive Capacity, G1-G3 Context Enabler.\n\nThe discount will not last. https://t.co/EsTVmn09oi", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.16171809181271302, "ret_signed_m1d": -0.16171809181271302, "alpha_spy_m1d": -0.1551232313737475, "alpha_c_m1d": -0.11883768742820466, "bench_spy_m1d": -0.006594860438965511, "bench_c_m1d": -0.04288040438450835, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03631063098229759, "ret_signed_p1d": 0.03631063098229759, "alpha_spy_p1d": 0.0364838731470436, "alpha_c_p1d": 0.04733799087684687, "bench_spy_p1d": -0.0001732421647460125, "bench_c_p1d": -0.011027359894549282, "ret_p1w": 0.1877706498485021, "ret_signed_p1w": 0.1877706498485021, "alpha_spy_p1w": 0.17580674976545185, "alpha_c_p1w": 0.13783208640362754, "bench_spy_p1w": 0.01196390008305026, "bench_c_p1w": 0.04993856344487457, "ret_p1m": 0.17400769500244517, "ret_signed_p1m": 0.17400769500244517, "alpha_spy_p1m": 0.1941520493419413, "alpha_c_p1m": 0.14094234033380415, "bench_spy_p1m": -0.02014435433949613, "bench_c_p1m": 0.03306535466864102, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.17400769500244517, "alpha_spy_stated": 0.1941520493419413, "alpha_c_stated": 0.14094234033380415, "price_path": [-0.5363, -0.5399, -0.5396, -0.5764, -0.5528, -0.557, -0.5868, -0.5656, -0.5502, -0.5328, -0.5477, -0.5245, -0.5071, -0.4849, -0.4848, -0.5043, -0.5281, -0.5488, -0.5587, -0.5737, -0.6034, -0.6014, -0.6408, -0.6229, -0.5894, -0.5912, -0.5912, -0.5783, -0.5785, -0.546, -0.5295, -0.5305, -0.5239, -0.4802, -0.4907, -0.4896, -0.492, -0.4995, -0.4984, -0.4559, -0.4623, -0.4456, -0.4145, -0.4371, -0.4213, -0.4227, -0.3948, -0.3566, -0.2854, -0.2559, -0.2782, -0.1664, -0.1122, -0.1443, -0.103, -0.1338, -0.1911, -0.2393, -0.2201, -0.1829, -0.1493, -0.1617, -0.1617, 0.0, 0.0363, 0.0309, 0.0839, 0.1558, 0.1878, 0.205, 0.1118, -0.0356, 0.0596, 0.0447, -0.0045, 0.1116, 0.0957, 0.2144, 0.1394, 0.1644, 0.2658, 0.2658, 0.3522, 0.174, 0.174, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2067108105973047528", "ticker_idx": 0, "ts": "2026-06-17T04:52:32+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "It might not be inconceivable that Micron, the supplier of HBMs, might be more valuable than Meta in the next 6 to 12 months. That lines up with the Fibonacci target I shared last month", "tweet_type": "analysis", "timeline": "months", "summary": "Bullish MU over 6–12 months; author endorses Perplexity CEO's thesis that Micron could surpass Meta in market cap, aligning with own prior Fibonacci target.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "$MU $DRAM $SNDK\n\n\"It might not be inconceivable that Micron, the supplier of HBMs, might be more valuable than Meta in the next 6 to 12 months.\"\n\nAravind Srinivas, Perplexity CEO.\n\nThat lines up with the Fibonacci target I shared last month: https://t.co/wkOHrQLiXp", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.021501292094888158, "ret_signed_m1d": -0.021501292094888158, "alpha_spy_m1d": -0.0341470819711539, "alpha_c_m1d": -0.008728288461165246, "bench_spy_m1d": 0.012645789876265745, "bench_c_m1d": -0.012773003633722912, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.08704076335870714, "ret_signed_p1d": 0.08704076335870714, "alpha_spy_p1d": 0.07664377091674757, "alpha_c_p1d": 0.029489862088214913, "bench_spy_p1d": 0.010396992441959574, "bench_c_p1d": 0.05755090127049223, "ret_p1w": 0.008224847445742922, "ret_signed_p1w": 0.008224847445742922, "alpha_spy_p1w": 0.015634317038417445, "alpha_c_p1w": 0.011301891214359983, "bench_spy_p1w": -0.007409469592674522, "bench_c_p1w": -0.0030770437686170604, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.5948, -0.6126, -0.621, -0.6339, -0.6594, -0.6577, -0.6915, -0.6761, -0.6474, -0.6489, -0.6489, -0.6379, -0.6381, -0.6101, -0.5959, -0.5968, -0.5911, -0.5536, -0.5627, -0.5617, -0.5638, -0.5701, -0.5692, -0.5327, -0.5382, -0.5238, -0.4972, -0.5166, -0.503, -0.5043, -0.4802, -0.4474, -0.3863, -0.361, -0.3801, -0.2841, -0.2376, -0.2652, -0.2296, -0.2561, -0.3053, -0.3467, -0.3302, -0.2983, -0.2695, -0.2801, -0.2801, -0.1412, -0.11, -0.1147, -0.0692, -0.0074, 0.02, 0.0349, -0.0452, -0.1718, -0.09, -0.1029, -0.145, -0.0454, -0.059, 0.0429, -0.0215, 0.0, 0.087, 0.087, 0.1612, 0.0082, 0.0082, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2056558604250136983", "ticker_idx": 0, "ts": "2026-05-19T02:12:34+00:00", "symbol": "GLW", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$GLW AI data centers require 36 times more fiber than designs with standard servers, severe glass shortages push cable lead times out to a full year", "tweet_type": "analysis", "timeline": "years", "summary": "Long GLW: AI data centers need 36x more fiber, severe supply shortages, Meta $6B deal + NVDA $300M investment driving multi-year demand surge with relief not until 2027+.", "resolved_tickers": ["GLW"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Electronic Components'", "bench_c_industry": "Electronic Components", "unit_kind": "quote", "lang": "en", "tweet_text": "$GLW AI data centers require 36 times more fiber than designs with standard servers, severe glass shortages push cable lead times out to a full year\n\nMajor Chinese manufacturers (Hengtong, FiberHome) are at full capacity with orders booked into early 2027. Delivery times have stretched from weeks to months (or up to a full year for smaller buyers). \n\nDemand surge: Data center fiber demand grew ~76% year-on-year in 2025 and is projected to represent 30% of global fiber demand by 2027 (up from under 5% in 2024). \n\nRegional gap: In North America, demand is growing 22–25% this year while supply expansion lags at 12–19%.\n\nMeta signed a $6 billion multi-year supply deal with Corning.\n\nNvidia invested $300 million in Corning to build three new U.S. fiber plants (North Carolina and Texas), boosting capacity over 50%.\n\nCorning is also expanding existing facilities, but new production won’t come online until 2027 or later. Fiber preform production itself can take up to two years to scale.\n\nThe AI boom is creating another major supply-chain bottleneck (joining power, water, chips, and memory), with relief still 1–2 years away. This is driving up costs and lead times across the industry.", "reply_text": null, "parent_text": null, "quoted_text": "$GLW East-West AI Traffic Bottleneck\n\nAI data centers need 10x more fiber interconnects than traditional cloud setups to enable server-to-server or intra-data center traffic. It just can't keep pace with GPU advancements.\n\nAI Reasoning and Context is fiber hungry. https://t.co/Q2QUqQjyNp", "parent_author": null, "ret_m1d": 0.015469476021203965, "ret_signed_m1d": 0.015469476021203965, "alpha_spy_m1d": 0.008764024341038068, "alpha_c_m1d": 0.009004447782505975, "bench_spy_m1d": 0.006705451680165897, "bench_c_m1d": 0.00646502823869799, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.027640373207356017, "ret_signed_p1d": 0.027640373207356017, "alpha_spy_p1d": 0.017391378624792564, "alpha_c_p1d": 0.005128251224293612, "bench_spy_p1d": 0.010248994582563453, "bench_c_p1d": 0.022512121983062405, "ret_p1w": 0.11567988731709833, "ret_signed_p1w": 0.11567988731709833, "alpha_spy_p1w": 0.09270135974094695, "alpha_c_p1w": 0.046989017395886234, "bench_spy_p1w": 0.022978527576151375, "bench_c_p1w": 0.0686908699212121, "ret_p1m": -0.0009166871567584112, "ret_signed_p1m": -0.0009166871567584112, "alpha_spy_p1m": -0.010770453566984028, "alpha_c_p1m": -0.07341727909136819, "bench_spy_p1m": 0.009853766410225617, "bench_c_p1m": 0.07250059193460978, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.2621, -0.208, -0.1755, -0.1395, -0.0893, -0.1468, -0.1447, -0.1022, -0.1607, -0.1762, -0.2337, -0.2988, -0.2661, -0.2253, -0.2506, -0.262, -0.2657, -0.249, -0.2613, -0.2614, -0.2431, -0.2915, -0.2551, -0.1923, -0.1677, -0.2304, -0.2219, -0.2689, -0.2267, -0.1902, -0.1587, -0.1587, -0.1668, -0.1553, -0.061, -0.0343, -0.0261, -0.0038, -0.0171, -0.043, -0.0555, -0.0651, -0.0594, -0.059, -0.0402, -0.036, 0.0003, -0.0445, -0.1296, -0.1361, -0.0659, -0.0999, -0.0903, -0.0781, 0.0326, 0.0374, 0.0632, 0.1795, 0.1275, 0.1745, 0.1846, 0.0909, 0.0155, 0.0, 0.0276, 0.0913, 0.1036, 0.1036, 0.1157, 0.0857, 0.0406, 0.0319, 0.0065, 0.1415, 0.1435, 0.1261, 0.0115, 0.0682, -0.0092, -0.0421, 0.0056, 0.0207, 0.0702, 0.0106, -0.0009, 0.1103, 0.1103, 0.1952, 0.1054, 0.1054, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}